CASE District II Conference February 26-28, 2017 Baltimore Waterfront Marriott Hotel
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1 CASE District II Conference February 26-28, 2017 Baltimore Waterfront Marriott Hotel, February 26 7 a.m.- 6 Registration Grand Ballroom 7 a.m.- 6 Speaker & Volunteer Check-In Desk Open Grand Ballroom 7 a.m.- 6 Speaker Green Room & Volunteer Lounge Open Boardroom 8-9 a.m. Continental Breakfast Raven 8:30-9:30 a.m. First-Time Attendees Bootcamp Dover 10 a.m Professional Headshots Outside Boardroom The Evolution of Affinity Groups Soup to Nuts: Utilizing Data and Volunteers Advancement Shark Tank Moving on Up' - Transitioning and climing the ladder in advancement Where are we now? The ups and downs of 21st century digital giving and engagement 12-5 Exhibit Hall GB :30-2 Opening Keynote Luncheon Santa Ono GB Professional Headshots Outside Boardroom 2:15-3:15 Partnerships, Process, and Internal Alignment 2:15-3:15 (Evidence Based) Knowledge is Power 2:15-3:15 How to Build Campus Relationships for Alumni Engagement, Without Really Trying 2:15-3:15 Building a Collaborative Fundraising Culture: Or How We Learned to Stopped Worrying and Love our Internal Newsletter 2:15-3:15 Story First. Then what? Thinking beyond the TV spot. 2:15-3:15 Branding Strategies for a Small Budget Salon 1 2:15-3:15 Personalized Proposals: An Introduction to Donor- Centered Development Writing 2:15-3:15 Inspiring Philanthropy and Engagement through Planned Giving 2:15-3:15 What Are Donors Telling Us? 2:15-3:15 Great Expectations: How to Handle Family Leave and Exceed Your Goals 2:15-3:15 You Too Can Data! (or: Principles of Annual Giving Research and Data Analysis) 2:15-3:15 Large University Practices, Small College Successes Essex A 2:15-3:15 Your Flame: Preventing Burnout Essex B 2:15-3:15 CASE DII Annual Meeting Essex C 3:30-5 Opening Reception with Sponsors & Exhibitors GB
2 , February District the Aquarium The Aquarium, February 27 7 a.m. - 6 Exhibit Hall GB a.m.- 6 Registration Grand Ballroom 7 a.m.- 6 Speaker & Volunteer Check-In Desk Open Grand Ballroom 7 a.m.- 6 Speaker Green Room & Volunteer Lounge Open Boardroom 7 a.m.- 6 Exhibit Hall GB a.m. Continental Breakfast & Ask the Experts Roundtables GB 5 8-9:30 a.m. Professional Headshots Outside Boardroom 8:30-9:30 a.m. Running a Startup: Why Entrepreneurship Is Important In Alumni Relations 8:30-9:30 a.m. Game time with Princeton Social Media 8:30-9:30 a.m. Facing a Yik Yak Threat 8:30-9:30 a.m. Measuring Alumni Volunteerism Bristol 8:30-9:30 a.m. Gift Agreements: How Advancement Services Can Support Fundraisers 8:30-9:30 a.m. New Brand, No Budget: Leveraging Internal Talent to Rebrand 8:30-9:30 a.m. Major Gift Officer s Guide to Using a Database Effectively 8:30-9:30 a.m. Closely Held Businesses: Gift Planning Opportunities Await 8:30-9:30 a.m. Turning your Institution's Strategic Plan Into a Powerful Campaign 8:30-9:30 a.m. Managing in Times of Leadership Transition -- The View from the Top of Advancement Salon 1 8:30-9:30 a.m. Gift Processing 2.0 8:30-9:30 a.m. Student Centered Philanthropy Education and Creating a Culture of Philanthropy on your Campus 8:30-9:30 a.m. What s the Big Idea? Raven 8:30-9:30 a.m. Meet Me in My Hotel Room: Tips for Navigating Safely Falkland Through Advancement 9:45-10:45 a.m. Plenary Session: The Future of Education President s GB 5 Panel 10:45-11:15 a.m. Networking Break GB a.m. - 12:30 Professional Headshots Outside Boardroom 2
3 , February 27 How Creating a Student Affairs Development Program Can Expand Your Donor Base Information Processing: The start & foundation for a sound advancement services program. The Role of Volunteers in the Strategic Direction of Advancement Operations What it Takes to Transform an Alumni Facebook Page from a Dingy to a Yacht Collaborative Advancement: the role of alumni relations with partners in annual giving and development Forest and Trees: Using Individual Stories to Make the Case for the Big Picture Community College Marketing Communications Success Bristol Salon 1 Structuring a Small Advancement Shop Building Fundraising Partnerships with Athletic Directors Hiring and Building a Quality Development Operations Staff 24 Hour Giving Campaigns: It's not just an annual fund thing Predictors of Young Alumni Giving The Data-Driven Campaign Falkland 12:30-2 Achievement Awards & Accolades Luncheon GB 5 2:15-3:15 Insights from Top Institutions Driving Gift Officer Talent and Reducing Turnover 2:15-3:15 An Alumni Relations Reality Check Current Trends and the Future of the Field Bristol 2:15-3:15 Launching Alumni Industry Networks Salon 1 2:15-3:15 Small Shop BIG Opportunities: York College of Pennsylvania s #SpartaNation: Connecting Alumni, Parents, Students, Prospective Students and Friends of the College 2:15-3:15 Digital Communications + Major Prospects 2:15-3:15 Stop Herding Cats A Strategic and Tactical Approach to Planning and Time Management for Gift Officers 3
4 , February 27 2:15-3:15 The Cooper Union: Meltdown and Recovery Through Campaign Planning 2:15-3:15 The Rise of The Digital Gift Officer: Cornell University Breaking Down Barriers to Engage Alumni Across the Giving Pyramid 2:15-3:15 Talent Management - an ideal department and how you can begin yours 2:15-3:15 The Art of the Interview 2:15-3:15 Leveraging Opportunities: How You Can Use Your Campaign to Energize Leaders, Attract New Donors, and Empower Staff 3:15-4 Networking Break GB NYU's Social Media Ambassador Program: #ViralViolets 4-5 How to Create an Engaging Campaign Site Bristol 4-5 Making Social Media Out Of Social Mayhem Salon Five Success Factors No One Ever Talks About 4-5 Data to Dollars: Rise of the Digital Gift Officer 4-5 From Skeptics to Advocates: Shifting the Paradigm of the Case for Support 4-5 Filling Your Donor s Bucket with Gratitude 4-5 More Than Saying Thank You: Strategic and Creative Approaches to Stewarding Your Top Donors 4-5 The New Family Foundation: Donor-Advised Funds (And What You Should Know" 4-5 Information Processing: The Start & Foundation For a Sound Advancement Services Program 4-5 Inspiring Transformative Philanthropic Partnerships 4-5 Directory + Class Notes + Social + Career = Success at Swarthmore 4-5 Day Late and a Dollar Short: Effective Campaign Preparation for Small Shops Falkland 5-6 Affinity Group Happy Hours Off site 6:30-8 Open Networking Time slot - on own Hotel/Off site 9:30-11:30 Hospitality Suite Open House Presidential Suite 4
5 Tuesday, February 28 Tuesday 6 a.m.-3 Conference Office Access Registration Office Tuesday 7-10 a.m. Registration Grand Ballroom Tuesday 7-10 a.m. Speaker & Volunteer Check-In Desk Open Grand Ballroom Tuesday 7-10 a.m. Speaker Green Room & Volunteer Lounge Open Grand Ballroom Tuesday 7-10 a.m. Exhibit Hall GB 6-10 Tuesday 7:15-8:15 a.m. Continental Breakfast with Exhibitors GB 6-10 Tuesday 8:30-9:30 a.m. Endowments: A Development Officer s Role After Securing the Gift Tuesday 8:30-9:30 a.m. Old Dog, New Trick : An Unconventional Approach to Launching a Capital Campaign Tuesday 8:30-9:30 a.m. The Impact of Running Your Non-Profit Like a For-Profit Organization Tuesday 8:30-9:30 a.m. What's Yours is Mine and What's Mine is Mine Bristol Tuesday 8:30-9:30 a.m. Annual Fundraising Plans Made Simple Salon 1 Tuesday 8:30-9:30 a.m. What are the Characteristics of Highly Effective Fundraising Leadership? Exploring the Roles and Relationships of Boards and Executives Tuesday 8:30-9:30 a.m. Volunteers, Peer-to-Peer Engagement, and Social Fundraising...Oh, My! Tuesday 8:30-9:30 a.m. The Tools of Engagement: Drilling Into Metrics to Measure Success Tuesday 8:30-9:30 a.m. Three R s of Advancement: Recording, Reporting and Recognizing Tuesday 8:30-9:30 a.m. Measuring Alumni Engagement: The Intricacies of Developing a Scoring System Tuesday 8:30-9:30 a.m. Engaging Young Alumni through Volunteerism and Philanthropy Tuesday 8:30-9:30 a.m. Utilizing Emerging Technologies for Prospect Research Tuesday 9:30-10 a.m. Networking Break GB 6-10 Tuesday 10-11:30 a.m. Closing Brunch with Thomas Dolby GB 5 5
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