9:30 AM to 10:30 AM           Opening General Session

                                                                     COLDSTREAM III

Trends that Keep us Awake at Night

The field of advancement has never been static, and never will be.

That part we know. Yet, in recent years there have been some trends that may be cause for pause and reflection. We will begin this session by looking at some recent trends within higher education that may change ways that we think and plan. Time will be allowed for others to suggest trends and/or reflections not mentioned in my presentation. The hope is that during this first hour of the conference we will create a frame for thinking about many of the topics to be discussed over our two-day meeting.

Bill Laramee

Vice President for Alumni and College Relations Berea College

POWERPOINT PRESENTATION

 

10:30 AM to 10:45 AM         Break One

 

10:45 AM to 12:00 PM         Session One

 

PHILANTHROPY: LEADERSHIP IS A COVENANT

Increasingly Advancement Professionals are being called on to lead.  This happens as these professionals are quite adept at completing tasks and achieving goals.  However, there is more to leadership than tasks and goals.  As the organization’s needs grow, so too does the need for leaders who can influence and engage staff and volunteers alike in achieving a common purpose.  A covenant is a relationship of mutual respect, commitment and trust in which two or more people are willingly bound together by a common and ethical purpose.  Covenants are dynamic and powerful because they are based on relational principles that when present free people both to lead and follow more effectively.

PRESENTER:   Dr. Leonard J. Moisen, Ph.D., President, The Covenant Group, Louisville, KY

MODERATOR:  Kay Yates

ROOM V

 

COMMUNICATIONS: JOHNNY CASH AND THE ART OF CREATIVE MAINTENANCE

People in the communications profession are expected to be creative on a daily basis. The creative mind doesn’t operate with the flick of a switch from 8 a.m. to 5 p.m. Webb said, “Our creative minds require maintenance the same as our cars or appliances.” Webb will explain how the music of Johnny Cash is his unlikely source of creative maintenance.

PRESENTER: Tim Webb, Contract Photographer

MODERATOR: Joan McKinney

ROOM 5/BOURBON

 

ADVANCEMENT SERVICES: THE CORNERSTONE OF ADVANCEMENT

Have you ever compared the world of Advancement to a car dealership?  We’ll do that in this session – and talk about customer service, happy customers, compliance and ethics, and how to expand the role of Advancement Services in the Advancement world.

PRESENTER: Kathy Farah, Director – Development Administration, UK

ROOM IV

 

ALUMNI: INFORMAL SESSION TO GET THE CONFERENCE STARTED

PRESENTER: Scott Wells, CASE III President

MODERATOR: William Skaggs

ROOM 6/CLARK

 

12:00 PM to 1:30 PM            Opening Luncheon

                                             COLDSTREAM III

 

Special Speaker: William Turner, Vice President for University Initiatives and Associate Provost for Multicultural & Academic Affairs – University of Kentucky

 

2:00 PM to 3:15 PM              Session Two

 

PHILANTHROPY: FUNDRAISING IN THE GLARE OF THE MEDIA SPOTLIGHT

Duke University found itself in the Spring of 2006 handling a public relations challenge when several white male members of the Duke Lacrosse Team were accused of raping an African-American student from North Carolina Central University in Durham.  Race became the overriding issue in the debate and played out nationally in all forms of media.

Presenter: Colleen Fitzpatrick, Associate Dean for Advancement, Arts and Sciences Development, Duke University

Moderator: Randy Pratt

  Printout of Presentation

ROOM COLDSTREAM V

 

COMMUNICATIONS: BRINGING YOUR NEWS 24/7

Bringing Your News 24/7 will look at what courier-journal.com has been doing to deliver more news and information and a glimpse at what’s still to come in the ever-changing world of online news.

PRESENTER: Kim Kolarik, New Media Editor, The Courier-Journal

MODERATOR: Bob Skipper

ROOM 5/BOURBON

 

ADVANCEMENT SERVICES: STEWARDSHIP: WHY HAS THE PROCESS OF SAYING 'THANK YOU' TO OUR DONORS BECOME SO COMPLEX?

I heard that it is written somewhere that we should thank our donors seven times over the course of a year to effectively steward their gifts.  Are you really counting?  Is there a point at which the rate of return declines?  Perhaps it happens the eighth time we say thank you.  During this session we will share ideas of how we may steward our donors and we’ll discuss the complexity of managing a successful stewardship program which crosses over many boundaries within your institution.  Bring examples of how your school provides stewardship to your donors to share with your colleagues.

PRESENTERS: Marci Hicks, Assoc. Dir. of Advancement/Dir. of Dev., UK College of Agriculture & HES and Brian Miller, Centre College

ROOM COLDSTREAM IV

 

ALUMNI: DEVELOPING A LIFE MEMBER SUSTAINING PROGRAM

In today’s climate of continued funding cuts, alumni associations must find new sources of revenue. One such avenue is through the development of lucrative Life Member sustaining programs. Learn how one association instituted such a program, and through trial and error, enhanced it to maximize income to raise over $225,000 in a little over two years.

PRESENTER: Melissa Newman, Associate Director for Marketing, University of Kentucky

ROOM 6/CLARK

 

3:15 PM to 3:45 PM              Break Two

 

3:45 PM to 5:00 PM              Session Three

 

PHILANTHROPY: FUNDRAISING ETHICS

Learn about the ethical principals and practices governing educational fundraising in this interactive session with a representative from CASE’s international offices in Washington, D.C. Topics will range from salary incentives to campaign reporting to gift acceptance policies.

PRESENTER:  Rae Goldsmith, Vice President for Communications and Marketing

MODERATOR:  Kay Yates

ROOM COLDSTREAM V

 

COMMUNICATIONS: PUTTING A FACE ON IT! CRISIS COMMUNICATIONS PLANNING

College and university campuses continue to encounter crises with more frequency.  In the wake of a crisis, effective communication is critical in relating the position of the institution. When handled poorly, communication can tarnish and in some instances permanently damage the image of the institution. When handled effectively, communication can turn an anxious moment into an opportunity to advance the mission and vision of the institution in the eyes of the public and to maintain and enhance the public trust. This session introduces participants to the process of designing, updating, implementing and evaluating an institution-specific crisis communications plan.

PRESENTER: Sally J. Ray, PH. D., Associate Professor and Chair, Department of Communication, Western Kentucky University

MODERATOR: Joan McKinney

ROOM 5/BOURBON

 

ALUMNI: ALUMNI RELATIONS AND ANNUAL GIVING - WORKING TOGETHER FOR COMMON GOALS

PRESENTER: Donald Smith, Executive Director, Office of Alumni Relations and Annual Giving, Western Kentucky University

ROOM 6/CLARK

 

7:00 PM to 10:00 PM            Special Event

 

Where: Comedy Off Broadway (www.comedyoffbroadway.com) at Lexington Green

 

When: Club opens at 7PM with show at 8PM. CASE-KY has the club from 7 to 10PM

 

Who: Comedian Tim Wilson, http://comedyoffbroadway.com/tim_wilson.html

 

Shuttle buses: Starting at 5:15PM from the Embassy Suites

 

Information: There will be a dinner signup sheet at the Registration Table to sign up for dinner on your own with a group. Shuttle buses will be available to take you from our hotel to Lexington Green for dinner and the show starting at 5:15PM. For more information: email Phillip James at p.james@moreheadstate.edu. The cost of the show was included in your registration. Dinner will be on your own but we encourage you to make friends and enjoy an evening out together.

 

Friday, December 8

 

7:30 AM to 9:00 AM             Breakfast

      

8:00 AM to 9:00 AM             Roundtable Discussions

                                                        COLDSTREAM III 

Session Name	Moderator	Moderator’s University	Track Assignment
Putting a Face on Communications	Ron Harrell, Chief Institutional Advancement Officer	Elizabethtown Community & Technical College (Note:  Mr. Harrell was formerly Assoc. VP for Public Relations & Marketing at EKU.)	Communications
Putting a Face on Small Shop Fundraising – Independent & Parochial Schools	Jeanine P. Triplett, Development Director	Mercy Academy	Independent & Parochial Schools
Putting a Face on the Annual Fund/Direct Mail	Peggy Grimes, Associate Director of Annual Giving and Amanda Slusher, Development Associate Senior, Annual Giving for Health Sciences Center	University of Louisville	Annual Fund/Direct Mail
Putting a Face on Young Alumni	Josh Hawkins, Assistant Director of Alumni Relations and Annual Giving	Western Kentucky University	Young Alumni
Putting a Face on Advancement Services	Dorothy Anglin, Director of Administrative Services, College Relations	Berea College	Advancement Services
Putting a Face on Philanthropy	Joanne Singh, Associate Vice President for Development	Berea College	Philanthropy

 

9:00 AM to 10:15 AM           Session Four

 

PHILANTHROPY: BUILDING A PARENT FUNDRAISING PROGRAM FROM THE GROUND UP

Parents programs have become a staple of development at Higher Education institutions across the country.  Vanderbilt University has long been a leader in this area of Development.  Every educational institution should be considering Parents Program for strong, consistent support of the institution. Shawn will talk about how to create a successful program for your institution.

Presenter: Shawn Briggs, Director, Parents & Grandparents Campaign, Vanderbilt University

Moderator: Randy Pratt

  Handout #1 - Freshman Welcome Letter

  Handout #2 - PLC Solicitation Letter

  Handout #3 - Donor Society ($1K or higher)

  Handout $4 - VU PLC Manual

  Handout #5 - July 2006 Newsletter

  PowerPoint Presentation

ROOM COLDSTREAM V

 

COMMUNICATIONS: COVERAGE OF FLIGHT 5191

Photographic coverage of Flight 5191 was a major event for photographers for the Herald-Leader in Lexington. You’ll learn just how that was done. Also, Garrison will talk about how colleges and universities can get photo coverage in the newspaper, and how institutions can most effectively utilize the photography resources you have on your staff or campus. Garrison will also address questions from the audience to drive the direction of the address.

PRESENTER: Ron Garrison, Visuals Editor, Lexington Herald-Leader

MODERATOR: Mauro Cavassana

ROOM 5/BOURBON

 

ADVANCEMENT SERVICES: DATA MANAGEMENT DEMYSTIFIED 

You don't win by having unreliable data.  You don't win by having tons of data.  You win by having correct and useful data.  This session will look at various considerations in creating an environment capable of making the most of your data-gathering efforts.

PRESENTER: Eric Crowden – Training Specialist – UK Central Development

ROOM COLDSTREAM IV

 

ALUMNI: THE MULTIPLE FACES OF ALUMNI RELATIONS

This session is back by popular demand…join us for an interactive session as we help “put a face” on those questions that just seem to never get answered…lost alumni, career services, alumni mentoring programs, board/volunteers, student alumni programs and many more.

PRESENTER: Phillip James, Assistant Director of Alumni Relations, Morehead State University and Natasha Pajic, Director of Alumni Programs, Transylvania University

ROOM 6/CLARK

 

SENIOR PROFESSIONAL: BUILDING CAPACITY: BROADENING THE BASE OF CAMPAIGN SUPPORT

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

COLDSTREAM II

 

 

10:15 AM to 10:30 AM         Break Three

 

10:30 AM to 11:45 AM         Session Five

 

PHILANTHROPY AND ADVANCEMENT SERVICES: USING ANNUAL GIVING AS A PREDICTOR FOR FUTURE MAJOR/PLANNED GIVING

Annual giving can be used effectively as a predictor for future major and planned gifts for an institution.  Cary will explain, through his significant experience, how you can analyze your annual fund history to plan for future larger donations from your prospects.

Presenter: Cary Colwell, Analytics Consultant, Blackbaud, Inc.

Moderator: Randy Pratt

  Printout of Presentation

ROOM COLDSTREAM V

 

COMMUNICATIONS: MAINTAINING EDITORIAL INTEGRITY IN THE FACE OF CONFLICTING EXPECTATIONS

Most campus periodicals editors work with colleagues who have defined expectations for the magazine – and little or no training in publications or communication. How do editors share their professional expertise with others across campus and on the advancement team, especially when they may be their supervisors? Join a senior editor, a seasoned advancement officer and a CASE vice president to explore ways of resolving potential conflicts. The recently endorsed CASE Principles of Practice for College and University Periodicals Editors will be part of the discussion.

PRESENTER: Jeffrey Lott, Director of Publications and Editor Swarthmore College Bulletin, Swarthmore College, Pennsylvania; Mark Jones, VP for College Advancement; Mark Jones, VP for College Advancement, St. Norbert College, Wisconsin;  and Rae Goldsmith, VP, Communications, CASE - Washington, D.C.

MODERATOR: Bob Edwards

ROOM 5/BOURBON

 

ALUMNI: ROLE OF THE ALUMNI OFFICE IN A CAPITAL CAMPAIGN

PRESENTER: Doug Draut, Director of Individual Giving, Centre College and Brian Miller, Director of Campaign Giving, Centre College

ROOM 6/CLARK

 

12:00 PM to 1:30 PM            Closing Luncheon

                                             COLDSTREAM III

                                                            CASE KY Awards Program

                                                            Beth K. Fields Award

                                                            CASE KY Business

                                                            (financial report, elect officers)