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2005 Louisville CASE KY Conference Schedule

December 8-9, 2005

 

THURSDAY, December 8

7:30am to 9:00am

Breakfast - Pre-function Area

8:00am to 9:30am

Registration - Pre-function Area

8:30am to 9:15am

Newcomer’s Session - Room IV

 

Whether you are a newcomer to the field of advancement or a seasoned veteran, you will be able to gain many tools that will increase your effectiveness in our field. Come join us as we listen and learn from the experts and take advantage of the opportunity to visit with others in the advancement industry from across the state of Kentucky.
 

Speakers: Jaime R. Sparrow, Alumni Program Coordinator, UK College of Agriculture, Office for Advancement
Rebecca Craft, Regional Gift Officer for the University of Kentucky

Mason Dyer, Director of Strategic Communications, Association of Independent Kentucky Colleges and Universities
 

William R. Gioielli, MBA, CFRE, President of WRG Associates

 

Moderator: Charlie Edgington

9:30am to 10:30am

Opening General Session - Ballroom V

"At the Top of Our Game"

 

Twelve time US Congressman Ron Mazzoli
Served 24 years as the 3rd District Representative with 6 US Presidents from Nixon to Clinton.

10:30am to 10:50am

Break One - Pre-function Area

10:50am to 11:50am

Session One

Alumni - Room IV

“Alumni Travel – Opportunity for Continuing Education and Growth”

 

Turn an alumni travel opportunity into much more.  Providing continuing education as part of the trip will score you extra points with your alumni base.  Perhaps you alumni association has already embarked on a journey to a popular destination and you have ideas and feedback you can share.  UK College of Dentistry did an Alaskan Cruise providing alumni 12 hours of continuing education.  Come hear about their experience.

 

Speaker: Sue McConnell, Alumni Affairs & Development, University of Kentucky College of Dentistry

 

Moderator: Natasa Pajic

Advancement Services - Thoroughbred

"Bats, Balls, and Bad Art -- The Latest News on Booking Non-Cash Gifts and Giving Credit Where Credit is Due"

Home run or a pop fly? Sometimes you must look a gift horse in the mouth. Not all gifts are easy to accept and receipt. Some may be more expensive than they're worth, others don't further the mission of your organization, and sometimes it's nearly impossible to tell who
should get the credit (or blame). This session will review the policies that guide us in determining what counts for whom and will provide the latest news on booking non-cash gifts.
 

Speaker: Liz Landry, Director of Advancement Services, University of Louisiana at Lafayette

 

Moderator: Maridith Yahl, Beth Devantier

Philanthropy - Room III

"The True Secret of Philanthropy: Fundraising is a Covenant."

 

For more than two decades, Dr. Mosian has been writing and doing research on the principles of covenant. As the Founder and President of The Covenant Group, he has worked with many non-profit as well as business customers, teaching them how to maximize their potential by applying the principle of covenant in stakeholder relationships.

 

Speaker: Leonard J. Moisan, Ph.D., President, The Convenant Group, Louisville, KY

 

Moderator: Kay Yates

 Independent and Parochial Schools - Filly

"It’s Your High School Calling. Is Anybody Home?"

Is your high school doing a Phonathon? If so, what role should it play in your annual giving program? Learn the essentials of conducting a volunteer-driven Phonathon and what it takes to motivate your volunteers to perform at the top of their game.

Speaker: Dan Hans, Assistant Director of Development, St. Xavier High School

 

Moderator: Josh Blandford

Communications - Room II

"Take Your Best Shot"

 

Photography -- choosing good photos, what to look for in a photo for publication, how to set up effective photos, etc. Plus, how to hire/work with a freelancer.

 

Speaker: Longtime EKU University Photographer Tim Webb, who now works freelance for a number of newspapers

 

Moderator: Ami Piccirilli
 

12:00pm to 1:30pm

Opening Luncheon - Ballroom VI


 

1:40pm to 2:40pm

Session Two
 

Alumni - Room IV

“Partnership of Friendraisers and Fundraisers”

 

Speaker: Ralph Amos, Executive Director of the Ohio University Alumni Association, CASE Board of Trustees

 

Moderator: Phillip James

Advancement Services - Thoroughbred

“Don’t Run Yourself Ragged: Organizing a Fundraising Run with A Small Shop”

Fundraising runs are becoming increasingly popular ways of raising money for your organization. During this session, you will run through all of the key steps in making this type of event pay off for you. Everything from organizing volunteers to choosing a course to tracking the winners, this session will help you stay on track without getting exhausted before you reach the finish line.
 

Speaker: Meredith Ludwig
 

Moderators: Maridith Yahl; Beth Devantier

Philanthropy - Room III

"Gala Events:  The Success is in the Planning, not the Fanfare"

 

The success of your special event is not determined by the “cute theme” or the color of your table cloths.  See how events can be fun even for the planners when you practice the secrets to success:  involvement of influential volunteers, strong connection to the college and clear goals for the outcome. 

 

Speakers: Dr. Barbara Veazey, President West Kentucky Community and Technical College; Kay Travis, Executive Director of PJC, Inc., foundation for WKCTC; and Rebecca Haus, Development Manager.

 

Moderator: Kay Yates

Independent and Parochial Schools - Filly

"Developing a Culture of Advancement"

Whether in an independent school or small college, the opportunity to create a "Culture of Advancement" is often overlooked. This session will look at the "education cycle" and share tips on how schools can improve results by thinking from the forest...not the trees. Practical applications that touch on admissions, alumni, communications, and development will be shared...they all fit (and should!).

Speaker: Kevin Russell is Vice President for Advancement at Belhaven College, was formally Assistant Head for Advancement at Jackson Preparatory School, Mississippi's largest independent high school and is Co-chair for 2006 Case III Conference in Nashville

 

Moderator: Kristy Barnett

Communications - Room II

"Winning on Singles: Finding an Effective use for Your Web Site"
 

Understand the purpose of a College/University Web site, the paradox of one Web site / many Web sites, how the Web site fits in with larger marketing efforts, and how to structure staffing to support your Web site.

 

Speaker: Greg Franseth

 

Moderator: Mauro Cavassana

2:40pm to 3:00pm

Break Two - Pre-function Area

3:00pm to 4:00pm

Session Three

Alumni - Room IV

“How Student Programs can help your Alumni Relations Team Succeed”

 

Student advancement programs are the key link between alumni and the institution.  They work primarily with advancement professionals to bridge the gap between a student’s past, present and future with their institution.  This session will discuss ways that student advancement programs are pitching in and reaching out by making connections with alumni, faculty, administration, parents and other students all while promoting their institution and the concept of advancement.

 

Speakers: Cheryl Wesley, Association of Student Advancement Programs Coordinator
(ASAP) for the Council for Advancement and Support of Education (CASE); Andy Carr,
Northern Kentucky University Student, District 3 ASAP Representative

 

Moderator: Phillip James

Advancement Services - Thoroughbred

"Zero Turnover: How to Be (and Get) a Great Advancement Mentor"
 

Building your advancement team is more than just hiring the right people; it's also a matter of managing, leading, and mentoring effectively. In this session we'll explore some simple secrets for success, as well as ways to influence and energize those around us. You'll learn ways to mentor your staff to be indispensable members of the advancement team and you'll discover ways to keep yourself motivated, too. Whether you're a new professional in search of a great advancement mentor, or a seasoned pro looking to help your staff work smarter not harder, this presentation will apply.

 

Speaker: Liz Landry, Director of Advancement Services, University of Louisiana at Lafayette

 

Moderator: Maridith Yahl, Beth Devantier

Philanthropy - Room III

"The Changing Landscape of Philanthropy - Staying at the Top of the Game"
 

Philanthropy continues to change as donors become more knowledgeable and as a generation passes the torch, as more women control philanthropic dollars, as more family foundations are established and as fundraising becomes more sophisticated. What works best today and how do we continually improve our own efforts? After 30 years experience, the speaker will share some best practices and ideas that may shape the future.
 

Speaker: Kathryn R. Costello, Partner- Alexander Haas Martin & Partners, Inc.

 

Moderator: William Skaggs

Independent and Parochial Schools - Filly

"Planned Giving 101"
 

Basic Advice on Planned Giving programs for small shops. Participants will be provided with the basics needed to implement a planned giving program at their institution. In addition a panel discussion format will give participants to ask questions and exchange ideas.
 

Speakers: Jeanine Triplett, Director of Development & Communications, Mercy Academy Jeffrey Filcik, Vice-President, Trust Department, Stock Yards Bank & Trust James Worthington, Vice-President & Wealth Management Advisor, Stock Yards Bank & Trust Leslie E. Vidra, Trust Specialist & Attorney at Law

 

Moderator: Dan Hans

Communications - Room II

"Becoming a Media Master"

 

Media Training -- how to speak on camera and present the best image of your university. Also, how to coach folks on your campus to do the same.

 

Speakers: Mary Hemlepp, principal of Wiser, Hemlepp & Associates, a public relations firm based in Lexington.

 

Moderator: Ami Piccirilli

4:05pm to 5:00pm

Session Four

Alumni - Room IV

“Alumni Relations: Rounding the Bases”

Whether you are a rookie just thrown into the game or a veteran who has been around the bases a few times, join us for an interactive session as we throw out ideas for those questions that just seem to never get answered…lost alumni, career services,
alumni mentoring programs, board/volunteers and many more.

 

Speakers: Natasa Pajic, Director of Alumni Programs, Transylvania University; Phillip James, Assistant Director of Alumni Relations, Morehead State University

Advancement Services and Independent and Parochial Schools - Room I

"Grant Writing"
 

This session will provide an introduction into preparing a proposal, addressing the all the necessary work that should be done before you pick up the pen to write.

 

Speaker: Al Lloyd, Grants Reference Librarian, Cincinnati Public Library

 

Moderator: Maridith Yahl

Philanthropy and Communications - Room II & III

"Teamwork Opens Doors: How Fund-raising, Marketing and Public Relations Work Together for Successful Fund-raising"
 

Jewish Hospital is a world-renowned tertiary care hospital in Louisville, KY. The hospital has built a national reputation for clinical research and has been on the leading edge of many new treatments, including the hand transplantations and artificial heart implants. Three Jewish Hospital team members will lead a panel discussion of the building of a national reputation and what it does for fund-raising.
 

Panel Members: Keith Inman, Jewish Hospital Senior Vice President and Executive Director for Jewish Hospital Foundation; Jeff Polson, Director of Advertising and Public Relations, Jewish Hospital HealthCare Services; Mary Jennings, Manager, Public Relations, Jewish Hospital HealthCare Services

 

Moderator: Amanda Trabue

7:00pm to 10:00pm

Special Event

Lucky Strike Lanes Louisville at 4th Street Live

Join your colleagues for an opportunity to network and unwind at Lucky Strike Lanes located at 4th Street Live (1 ½ blocks away from Marriott)! Touted as “cool, popular, upscale” by NY Times, this state of the art bowling facility with contemporary yet retro ambiance and modern technology provides fun entertainment including an onsite DJ. Heavy appetizers provided. Drinks not included. Dress is Business Casual.  Following the event you are welcome to explore more entertainment at 4th Street Live! See ya there!

FRIDAY, December 9

 

7:30am to 9:00am

Breakfast - Pre-function Area

7:30am to 9:00am

Senior Professional Breakfast - Room I

"Governance, Giving and Getting: Building a Board that Works!"

Today’s effective advancement organization requires a governing board that is fully engaged at every level of board responsibility. From governance to getting, board development doesn’t happen by accident or overnight; it is a careful and conscious process undertaken by organizations of varying size and mission to identify, recruit, and equip diverse board members for excellence in their board function.

By the end of this session, participants will:
~ Understand political, legislative, and sociological trends affecting nonprofit organizations and why board involvement is essential to the institutional advancement process
~ Identify gateways and barriers to board involvement in the advancement function
~ Receive tools for planning board member involvement and suggested strategies for keeping them engaged

Presenter: Alan C. Zacharias, ABD, MBA, CFRE, Consultant, Gonser Gerber Tinker Stuhr L.L.P.

 

Moderator: Mark Hutchins

8:00am to 9:00am

Roundtables - Ballroom V

"Media Relations - Getting the Most Publicity from Events, Programs and Faculty"

Moderator: Ellen deGraffenreid, Director of Health Sciences in the Office of Communications and Marketing, University of Louisville

"Targeted Direct Mail"

Moderator: Dwight Dozier, Assistant Vice President for Advancement Services, University of Louisville

"Roundtable Sharing - What's Happening at Our Independent and Parochial Schools"
Moderator: Nannette Mershon, Director of Alumnae/ni Relations, Ursuline Campus Schools

 

"Can we track this in our database?" Corporate contacts, parent information, student involvement, non-gift contributions, etc...

Moderator: Marilou Singleton, Director of Advancement Services, Northern Kentucky University

 

"The Importance of Young Alumni Programming and Fundraising".

Chris Schill, Assistant to the President, Coordinator of Young Alumni and Phonathon Programs, Berea College

9:15am to 10:15am

Session Five
 

Alumni - Room IV

”Reunions and Homecomings – What keeps them coming back for more?”

 

What makes a successful reunion program?  What makes one alumni event stand out above the rest?  Alumni programming has changed over the years and we have to stay in tune with what alumni are looking for.  University of Tennessee has over 100 alumni chapters nationwide.  More than 31,000 alumni attended chapter events last year.  What keeps them coming back?

 

Speaker: Phyllis Moore, Director of Alumni Programs, University of Tennessee

 

Moderator: Natasa Pajic

Philanthropy - Room III

"Fact or Fiction: The Annual Fund"

 

A closer look at some common beliefs in the world of annual giving and how, even with limited resources, you may be able to significantly boost productivity.
 

Speaker: Jeffrey A. Lindauer, Executive Director, Special Gifts & Annual Giving Programs, Indiana University

 

Moderator: Julie Childress

Advancement Services - Thoroughbred

"Gifts: More Than Just Money!"
 

"I'm just a gift processor." Really? Are you? Is your job simply processing donations? Where do you fit in advancement today? How does the way you process gifts and handle your database enhance alumni relations, public relations, stewardship and fund raising? What do development officers and alumni relations officers see when they look at a donor's check? Do you see the whole picture? What are the clues to look for when handling donations that make you a hero to your alumni and development colleagues? In this session we'll take a closer look at the integral role gift processors and other advancement services personnel play in the overall advancement operation and learn ways to go from "just a gift processor" to an indispensable member of the advancement team.

Speaker: Liz Landry, Director of Advancement Services, University of Louisiana at Lafayette

 

Moderator: Maridith Yahl

Communications - Room II

"The Professional Printer"

 

Getting It Printed -- what you need to know to get the results you want from your printed pieces (ie how to choose paper for color saturation, etc., how to get the most bang for your buck).

 

Speaker: Rob Glenn, S. Rosenthal Co.

 

Moderator: Ami Piccirilli

Independent and Parochial Schools - Filly

“Crisis Communications: How to Turn Challenges Into Opportunities for Growth.”
 

Historically schools have been well prepared to deal with situations such as emergency weather and fires, but the challenges presented by our increasingly complex society have introduced a wide range of emergency situations from medical emergencies to threats of violence, kidnapping, and sexual abuse. Crisis is defined as a “turning point for better or worse.” How you deal with a crisis can accelerate an already difficult situation present new opportunities for growth. In this presentation, we’ll discuss the elements of proactive communications planning before a crisis occurs and effective responses during and after a crisis. Special attention will be focused on dealing with the media during a crisis.
 

Speaker: Cecelia Hart Price, Chief Communications Officer, Archdiocese of Louisville

 

Moderator: Josh Blandford

Senior Professional - Room I

"Trends in the Business: Staying Ahead of the Curve"

Come hear from one of the field’s finest on the latest trends in advancement management! During this session, you will discuss several of the challenges faced by senior advancement professionals, including expectations from board members and campus administrators, working with current staff members, and finding (or maybe growing!) new advancement professionals. Guy Adams, formerly of Lindsey Wilson College, will share his insights and experiences from around the country and will help you gain a fresh perspective on what lies ahead!

Presenter: Guy Adams, Consultant, Gonser Gerber Tinker Stuhr L.L.P.

 

Moderator: Mark Hutchins

10:15am to 10:35am

Break - Pre-function Area

10:35am to 11:45am

Session Six

Alumni - Room IV

”Don’t Just Sit in the Dugout, go after your alumni! - Ways to market your alumni association”
 

It’s no secret that today’s alumni are extremely busy people who have become more protective of their free time.  Sending a postcard invitation for an event does not necessarily mean they will attend.  There are many creative ways to attract alumni to your alumni association.  Come learn about some that have proven successful at the University of Tennessee and others that were a learning experience.

 

Speaker: Kris Phillips, Director of Alumni Programs, University of Tennessee, District III 2006 Conference Co-Chair

 

Moderator: Natasa Pajic

Advancement Services - Thoroughbred

Networking Session
 

Take advantage of this time to network and brainstorm with colleagues in your position and field.

 

Moderator: Maridith Yahl, Beth Devantier

Philanthropy - Room III

“How Promotional Products and Recognition Awards Contribute to the Overall Success of a Major Gifts Campaign.”

Recognition of ones efforts and gifts are essential to the continued success of a campaign. Come and learn what is successful in the recognition of donors and volunteers. From your first contact to your final presentation at a grand gala, learn and experience the how’s and why’s of successful reinforcement and recognition with actual samples to view.

Speaker: Larry Jakobi, President, Progressive Marketing
 

Moderator: Kay Yates

Independent and Parochial Schools - Filly

"You will have one: An Anniversary Celebration"

 

A case study of how to plan for a major anniversary event and involve the Alumni in the process. Sayre School's Sesquicentennial Anniversary 2004 - 2006, planning.

 

Speaker: Tom Grunwald, Director of Alumni Affairs, Sayre School

 

Moderator: Kristy Barnett

Communications - Room II

"Shoot from the Pitchers Mound"

 

William (Bill) Strode, a two-time Pulitzer Prize winning photographer, who formerly worked for The Courier-Journal and Louisville Times, will talk about hitting home runs by producing high quality photographs. Strode will show some of his photographs which have earned him some of the highest honors in his career as a photojournalist; among them the two Pulitzers, of which he was a co-recipient, an Overseas Press Club Award, Newspaper Photographer of the Year, Newspaper Magazine Picture Editor of the Year and The World Press Award. His photographic assignments for such publications as Time, Life, Fortune, Geo, National Geographic, Sports Illustrated, Town and Country, Smithsonian, Stern, Esquire, The New York Times and The Washington Post have taken him world-wide.

 

Speaker: Bill Strode

 

Moderator: Joan C. McKinney

Senior Professional - Room I

"Reflections from The West Wing: Effectively supporting your campus CEO"

Whether you are dealing with a media crisis (or opportunity), donor function, or homecoming event, properly supporting your campus CEO is critical to the success of your institution. Using fundamentals witnessed in the popular television series The West Wing (and from the higher ed arena), we’ll discuss tips and anecdotes that will help you better support your CEO and advance your institution.

Speaker: Kevin Russell, Vice President of Institutional Advancement, Belhaven College and 2006 CASE III Conference Co-Chair

 

Moderator: Mark Hutchins

12:00pm to 1:30pm

Closing Lunch - Ballroom V                         
 

Speaker: Author Ronda Rich, "What Southern Women Know (and Every Woman Should)"
 

CASE Kentucky Award Recognition
 

CASE KY Business (Elect officers, financial report)