8:30 – 9:15 Newcomer’s Session
Lucy Bossung, Coordinator Donor Relations, School of Agriculture,
Purdue University
Bob Skipper, Director of Media Relations, Western Kentucky University
William Gioielli, Founder, WRG Associates
9:30 – 10:30 Opening Session: Kentucky’s Comprehensives: Pushing the Boundaries
Dr. Jim Votruba, President, Northern Kentucky University
Dr. Gary Ransdell, President, Western Kentucky University
10:45 – Noon Breakout Session I
•Alumni: Engaging Young Alumni: Looking to the Future
Dr. Ian Patrick, Executive Director Alumni Association, Bellarmine University
Christopher D. Schill, Assistant to the President, Berea College
•Philanthropy: A Primer on the Valuation Standards for
Charitable Planned Gifts: What Can We Count?
Thomas Bonner, Vice President, University Relations, Sewanee,
the University of the South
•Independent/Parochial Schools: Alumni Awards & Recognition Programs
Alice Consolvo, Alumnae Director, Holton-Arms School
•Communications: Making the Case for College: A Statewide Strategy
Jim Applegate, Vice President for Academic Affairs, Council for
Postsecondary Education
•Advancement Services: IRS Requirement for EVERYTHING!
(Almost everything?)
Alan Hejnal, Director Advancement Services, Gettysburg College
Noon – 1:30 Opening Luncheon
David Hawpe, Editorial Director, The Courier-Journal
2:00 – 3:15 Breakout Session II
•Alumni: Alumni Clubs: How To? Why? What not to Do.
Mark Blankenship, Director Alumni Programs, Associate Director Development,
Transylvania University
•Philanthropy: Straight from the Source: The Do’s and Don’ts of Working
with Corporations and Their Foundations
Helen Carroll, Manager, Community Relations and External Affairs, Toyota
Deborah George, Corporate Affairs, Ashland
•Independent/Parochial Schools: Friend-Raising vs. Fund-Raising
Alice Consolvo, Alumnae Director, Holton-Arms School
•Advancement Services: Accountability is the Name of the Game
Curtis Simic, President, Indiana University Foundation
•Communications: Pushing Admissions Photography into the Digital Age
Jason Jones, Freelance Photographer
3:30 – 4:45 Breakout Session III
•Alumni: Challenges & Opportunities of Working with Volunteers
Leigh Perry, Assistant Director of Development, Murray State University
Chrissy Booth, Associate Director of Development for Major Gifts,
Murray State University
•Philanthropy: Tips and Trends in Annual
Giving
Kerry Witcher, Assistant Vice President for Annual Giving,
University of Tennessee
•Independent/Parochial Schools: Do We Really Want to Be in The News
Anyway?
Rae Goldsmith, Associate Vice President for Communications and Marketing,
University of Louisville
•Communications: Making Headlines: Recognizing the Trends in
Higher Education
Mark Pitsch, Higher Education Reporter, Louisville Courier Journal
Linda Blackford, Higher Education Reporter, Lexington Herald Leader
•Advancement Services: Prospect Management-Reporting
Jerry Wright, Senior Director of Advancement Services, Miami University
Friday, December 10
7:30 Senior Professionals Breakfast : Pearls of Wisdom
Frank Bush, Executive Vice President for Institutional Advancement,
Coker College
8:00 – 8:50 Roundtable Discussions
•Advancement Services: How Prospect Research Can Drive Moves
Management
Moderator: Ali McLane, Managing Direct Client Solutions
•Alumni Relations: Working With Alumni Boards
Moderator: Donald Smith, Executive Director of Alumni Relations and Annual
Giving, Western Kentucky University
•Alumni Relations and Development: Reunion Events and Reunion Giving a
Profitable Combination
Moderators: Natasa Pajic, Assistant Director of Alumni Programs, Transylvania
University and Cara Meade, Director of Development, Transylvania University
•Alumni Relations: Creative Usage of Volunteers
Moderator: Jackie Collier Ballinger, Interim Director of Alumni Programs,
Eastern Kentucky University
•Communications: Using the Internet Progressively and Effectively in
Advancement
Moderator: Andrea Blair, Director of Alumni and Development, University of
Louisville
•Communications: “Bucking the Brand” Reigning in Campus Areas and
Individuals Charting their Own Publications Course
Moderators: Ami Piccirilli, Director of Publications, Eastern Kentucky University
and Laurel Harper, Director of Marketing Publications, University of Louisville
•Development: Building a Strong Family/Parents Program to Benefit
Development Efforts
Moderator: Mindy Highley, Director of Development, Morehead University
•Development: It’s All About the Students! Successful Usage of Student Help
for Phonathon Programs
Moderator: Sarah Wimsatt Justice, Director of Annual Giving, Bellarmine
University
•Development: “Don’t Rob Peter to Pay Paul” Leading a Successful Capital
Campaign While Maintaining Other Aspects of Your Development Program
Moderator: Jeff Lamie, Director of Major Gifts and Planned Giving, University of
Louisville
•Independent Schools: “Technology: Is it working for you or are you working
for it? We’ll discuss maintaining databases, on-line directories, and on-line
giving. Microsoft certification NOT required!”
Moderators: Dan Hans, Assistant Director of Advancement, St. Xavier and
Jeanine Triplett, Development Director, Mercy Academy
9:00 – 10:15 Breakout Session IV
•Alumni: Technology in Alumni Relations: Use it or Lose Out
Grace G. Gorell, Associate Director Alumni and Development,
University of Kentucky College of Agriculture
•Philanthropy: Prospect Research: No Time and No Money
Ali McLane, Managing Director Client Solutions
Robin Bardenhagen, Prospect Information Network
•Senior Professionals: Risk: You Gotta Love It
Richard Boehne, Executive Vice President, Scripps Company
•Independent/Parochial Schools: Capital Campaigns: Staff vs. Volunteer Driven
William Gioielli, WRG & Associates
Toby Heile, Director of Development, Elder High School
•Communications: The Web – There Are No Boundaries
Mariana Shochat, Web Designer, Transylvania University
Gilbert Lopez, Program Manager, Xap Corporation
•Advancement Services: Institutionalizing Stewardship
Kathy Ruvolo, Director of Stewardship, University of California, Irvine
10:30 – 11:45 Breakout Session V
•Alumni: Alumni Professionals 24:7 How to Balance Your Life and Work
Frank Bush, Executive Vice President for Institutional Advancement,
Coker College
•Senior Professionals: Managing Your Way to Success
Calvin Stoney, Partner, Gonser, Gerger, Tinker, Stuhr, LLP
•Philanthropy: Key Strategies to Enhance Donor Giving
William Hesch, William E. Hesch Law Firm/CPAs
•Independent/Parochial Schools: Key Strategies to Enhance Donor Giving
William Hesch, William E. Hesch Law Firm/CPAs
•Communications: The Rule of Firsts, Lasts and Onlys
Gary Emord-Netzley, Staff Photojournalist, Messenger-Inquirer and
John Flavell, Chief Photographer, The Daily Independent
•Advancement Services: Turning Your Search into Research
Jenny Thacker, Manager of Prospect Research, Xavier University
Noon Closing Luncheon
Brian Thomas, Chair CASE District III
