Conference Program - CASE

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W E L C O M E33rd AnnualIt’s time to connectwith the bestAfter nearly a year of planning,it’s time to start “Connecting theBest.”Advancement professionalsMcGlinchfrom throughout the Midwestbegan planning for this December’s 33rd AnnualCASE V Conference shortly after the 2006conference ended. Conference committeemembers talked with colleagues fromthroughout the district to get the pulse of whatneeds to be addressed. They’ve gathered topprofessionals from inside and outside thedistrict to examine these hot topics with you.Take a glance inside this program and you’ll beimpressed with what’s being covered.As you decide which sessions you’ll attend,don’t hesitate to step off your “track” to exploreother areas in advancement that connect withyour own area. Especially, consider sessionsfrom the new advancement services emphasisor the Web. Often, sessions outside yourspecific area of expertise can provide new,enlightening insight into your own area.And, plan to meet numerous professionalsfrom throughout the Great Lakes region whocan share their experience of what’s happeningon your campus. CASE V has paved the way foradvancement professionals to exchange vitalideas in the spirit of collegialism. Expect moreof this at this year’s conference — duringbreakfast, over a glass of wine in the ResourceCenter, while cruising Lake Michigan, and at theGrand Luncheon.Now that you’re here, get ready for aninspiring conference. You’ll discover that“Connecting the Best” is easy with your CASE Vcolleagues.Enjoy CASE’s largest and most popularconference!Catherine McGlinchMinnesota State College and Universities2007 CASE V Conference ChairGET READY FOR ...®READ THIS FIRST ................................................5Registration info, lost and found, info desk — and moreessentials for the conference.THE CASE V OPENINGEXTRAVAGANZA ................................................6Be sure to attend the conference keynote opening withauthor Keith Ferrazzi. He’ll help you strengthenrelationships with your constituents.SPECIAL EVENTS ................................................9We’ve got it all — “CASE V Sunday After Hours,”Monday’s “CASE V Night on the Town,” specialluncheons, breakfasts, refreshment breaks and more!THE CASE V GRAND LUNCHEON ............11Stick around for a great lunch Tuesday to hear from BillStrickland, president and CEO of Manchester BidwellCorp., who will restore your faith in ethical, accountableand visionary leadership. Also, honor Pride of CASE Vrecipients.THE STAFF DEVELOPMENT CENTER ANDPRIDE OF CASE V AWARDS SALON ........12Don’t miss your opportunity to get info about advancingyour career and the district’s best work.SATURDAY/SUNDAY....................................16Pre-conference workshops, sessions, breaks and more.CASE V ANNUAL REPORT ..........................26MONDAY ..............................................................32Roundtables, sessions and special events.TUESDAY..............................................................56Roundtables, sessions and other opportunities.HOTEL MAPS......................................................65Your guide to navigate through the Sheraton.WE NEED YOUR HELP ..................................66Got an idea for the district’s next conference? Discoverhow to help next year’s conference committee make the2008 conference a great one too.THE RESOURCE CENTER..............................67Find out about the exhibitors and consultants at thisyear’s conference.2007 CASE V Conference 1 www.casefive.org

W E L C O M ECASE V extends its appreciation for the generousfinancial support provided by the following sponsors:Bank of Americasponsor of the Keith Ferrazzi keynote addressat CASE V Grand Opening ExtravaganzaHarris-Connectsponsor of the CASE V conference portfoliosWelcome to the 33rdAnnual CASE V Conference!Sheraton Chicago Hotel &Towers is within walking distance of theLoop, shopping on the Magnificent Mileand Navy Pier. Inside the hotel, you’ll find1,200 rooms and suites, along withmeeting rooms and an exhibit hall. It alloverlooks the river, the lake and thedistinctive Chicago skyline.The Sheraton has five restaurants andlounges, a full-service business centerand a health club featuring free weights,fitness machines, dry sauna, massagetherapy and an indoor pool. You’rewelcome to enjoy the hotel’s fitnesscenter — available free of charge to allCASE V participants.Coat CheckIt’s available on Level 3 (Lobby Level)across from the Gift Shop. Cost is $1per coat. No coats will be kept at theRegistration Desk. Coat check will beopen shortly before, during andshortly after conference meetinghours and functions.GEICOsponsor of the opening reception atCASE V Opening ExtravaganzaAlumni Holidayssponsor of the CASE V Grand LuncheonSunGard Higher Educationsponsor of Sunday evening entertainmentTarget Analysis Groupsponsor of the Cyber CaféSouthern Illinois University Foundationsponsor of the CASE V roundtablesUS Banksponsor of the CASE V Attendee ListAriasponsor of Monday’s continental breakfast andMonday’s break refreshmentsMarquette Universitysponsor of Tuesday’s continental breakfastKBW by Consort Displaysponsor of the CASE V conference bannersIDCsponsor of the CASE V Development TrackOdysseysponsor of the Monday “CASE V Night on theTown” Lake Michigan CruiseJester Co.sponsor of the CASE V name badge lanyard2007 CASE V Conference 3 www.casefive.org

G E N E R A LI N F ORegistration DeskThe registration desk, in the RiverExhibition Hall Promenade on Level 1 ofthe Sheraton, will be open:Saturday 10 a.m.-2 p.m.Sunday 8 a.m.-4 p.m.Monday 7:30 a.m.-3 p.m.Tuesday 10 a.m.-12:30 p.m.Wear your name badge!Be sure to wear your name badge duringthe conference. You must have a namebadge to be admitted to sessions, eventsand the Resource Center. Your name badgeand ticket will also be required at the GrandLuncheon on Tuesday. Guest/spouse namebadges for the Resource Center areavailable for $10 at the Registration Desk.Lost and FoundIf you lose conference materials orpersonal items, or if you find something tobe turned in, stop by the Hospitality andInformation Desk, located on Level 4.Hospitality and Information DeskLooking for great Chicago-style pizza?Want to leave a message for a conferenceparticipant? Looking for conferencechanges? Drop by the Hospitality andInformation Desk, located on Level 4.Refreshment BreaksBetween sessions, relax! Come to theResource Center, Lower Level, to enjoyfree. refreshments and talk withcolleagues, exhibitors and consultants.(Sunday afternoon break is at theLevel 4 lobby area.)Cell phone useRemember to turn cell phones off as youenter sessions.Cyber CaféStay connected in the Resource CenterCyber Café. Computers are availableSunday following the keynote address,Monday 7:30 a.m.-5:30 p.m. and Tuesday7:30 a.m.-noon.Complete the Evaluation FormsYour feedback on the conference isimportant for conference planning. Yourcomments, ideas and suggestions will helpto shape next year’s conference. At the endof each session, complete the individualsession evaluation form and hand it to thesession host as you leave the room. And,complete the overall conference evaluationform when it is sent to you via e-mail afterthe conference.Plan Ahead!Here are the dates for the CASE V districtconference at the Sheraton Chicago Hotel& Towers through 2012:• Dec. 14-16, 2008• Dec. 13-15, 2009• Dec. 12-14, 2010• Dec. 11-13, 2011• Dec. 9-11, 2012Roundtables:Small Groups, Big ideas!Meeting over breakfast and lunch, thesefocused small-group discussions continuallyyield great contacts and new ideas. See thedaily schedules beginning on page 35 for alisting of topics and facilitators.Roundtables are scheduled 8-9 a.m.Monday and Tuesday and 12:30-1:30 p.m.Monday in the lower-level Resource Center.Coffee, juice and pastries will be providedfree of charge during the morningroundtables. Monday, lunch will be availablefor purchase in the Resource Center.Attending a Roundtable?To help ensure everyone has a chance totake part in discussion, each roundtable islimited to 10 participants. A designatedfacilitator will keep the discussion moving.Roundtables fill up quickly — sign up inadvance in the Resource Center, Level 1.See map on page 67.Monday’s Resource CenterLunch MenuChoice of turkey or vegetarian sandwich,includes chips and soda available for $12.75.The Sheraton’s food and beverage options:Shula’s Steak HouseEnjoy “Shula cut” steaks and fresh seafood, at one of the top steak houses in America.Shula’s is famous for serving the “Biggest and the Best” Certified Angus Beef® steaks.Named for Don Shula, the winningest coach in NFL history, the décor includes picturesand game balls from the ’72 perfect season. Open from 11:30 a.m.-2:30 p.m. weekdaysfor lunch and from 5:30-10:30 p.m. daily for dinner.Riverside CafeExperience casual dining in a relaxed atmosphere, serving a delicious breakfast buffetand bistro-style cuisine for lunch. Open daily from 6 a.m.-2:30 p.m.Java BarJump-start your a.m. with specialty coffees along with your choice of fresh bagels,muffins and cinnamon rolls. Kick-off your p.m. in style with espresso and cappuccinomartinis. Open daily from 6 a.m.-2 p.m. and 3 p.m.-1 a.m.Chi BarThe new and exciting Chi Bar created by renowned designer, Jeffrey Beers, boastsinnovative cocktails, the finest finger foods, a sleek ambiance, sweeping views and astate-of-the art sound and lighting system. Open daily 5 p.m.-2 a.m.Chicago Burger CompanyLocated on the scenic Chicago River, this casual burger restaurant boasts the classics.Choose between the juicy all-American beef burger, savory salmon, healthy vegetarianand more. They’re all generously topped with your choice of trimmings from sweet tospicy or the traditional favorites. Open daily from 11 a.m.-9 p.m.2007 CASE V Conference 5 www.casefive.org

S P E C I A LE V E N T SAfter Sunday’s afternoon sessions, take part in the . . .CASE V OpeningExtravaganza3:45-7 p.m. Sunday, Dec. 93:45-5:15 p.m. Annual meeting andkeynote speakerKeith FerrazziChicago/SheratonBallroom — Level 45:30-7 p.m. Reception in theCASE V ResourceCenterLevel 1Don’t miss the official opening of the 33rdannual CASE V Conference! Start out on theright step by:• taking part in the district’s annualmeeting to recognize CASE V’s manyaccomplishments.• honoring CASE V’s best—TheDistinguished Service Award and thedistrict’s top CEO.• welcoming the district’s newcomers andtop new professionals.• getting tips on personal success fromKeith Ferrazzi, author of the best-seller,“Never Eat Alone and Other Secrets toSuccess, One Relationship at a Time.”• reacquainting yourself with oldcolleagues — and meeting new onesover a glass of wine.• winning some great door prizes. (Mustbe present to win.)Opening Extravaganza Receptionsponsored by:Opening Extravaganzafeature:Looking to get ahead? Hoping to climb the ladder to personalsuccess? Keith Ferrazzi — author of the best-seller “Never Eat Aloneand Other Secrets to Success, One Relationship at a Time” — has theanswer: what distinguishes highly successful people from others is theway they use the power of relationships.Author Keith Ferrazzi gives tipson how to “Never Eat Aloneand Other Secrets to Success,One Relationship at a Time”during the OpeningExtravaganza Sunday, Dec. 9.Keynote sponsored by:Daily, Ferrazzi providesmarket leaders withadvanced strategiccounseling and training toincrease company sales.At CASE, he'll help youstrengthen relationshipswith your constituents.Named a “GlobalLeader of Tomorrow,”Ferrazzi is a frequentcontributor to CNN andCNBC. Discover how tolive by “Connecting theBest” throughout yourwork and personal life.Remember to turn cell phones off as you enter all sessions.2007 CASE V Conference 6 www.casefive.org

S P E C I A LE V E N T SCASE V OpeningExtravaganzaRecognitionTHE CASE V 2007STUDENT SCHOLARSThe CASE V Student ScholarshipProgram helps prepare undergraduateand graduate students for careers ininstitutional advancement (alumniand/or parent relations, development,advancement services andcommunications). To qualify for thescholarship, applicants must currentlybe enrolled as an undergraduate orgraduate student, be affiliated withsome aspect of the advancementprogram at his/her institution (e.g.,employment in one of the professionalareas indicated above, or participationin a student alumni or foundationorganization), and be interested inpursuing a career in the advancementfield. Each applicant must have asponsor associated with the affiliatedinstitution.This year’s student scholars are:THE CASE V 2007 NEWCOMER FELLOWSCASE V offers those with two years or less experience inadvancement a unique opportunity to receive financial assistanceto attend the CASE V Conference and the Newcomers’ Pre-Conference Workshop. Eight newcomers to institutionaladvancement received fellowships this year.From this group, three were selected to receive namedfellowships. A development newcomer will benamed the 2007 Vaughn Dann Fellow, an alumninewcomer will be named the 2007 Ray WillemainFellow, and a communications newcomer will benamed the 2007 Illinois College Relations CouncilFellow. Each will receive a recognition gift for thesethree awards, which honor the memory of two ofCASE V’s outstanding professionals, and utilizesfunds from the former council.BarnesBialobokCaughey Chuby Lensing TateAnita-Joyce Barnes, Assistant Director of AnnualGiving, University of Detroit MercyJennifer Bialobok, Coordinator of CommunityRelations, Lyons Township High SchoolLowdenback Pfriem StubyKenna Caughey, Annual Giving Associate, College of St. Benedict’s, Vaughn Dann FellowSarah Chuby, Writer/Editor, Central Michigan University, Illinois College Relations CouncilFellowAmy Lensing Tate, Marketing Specialist in Alumni Relations, University of Wisconsin-Milwaukee, Ray Willemain FellowRoy Lowdenback, Major Gifts Associate, Bowling Green State UniversityMichael Pfriem, Alumni Relations Coordinator, The Rotary Foundation of Rotary InternationalDaniel Stuby, Associate Director of Young Alumni Relations, Millikin UniversityMarissa GrillOhio UniversityKatherine KellyMichigan StateUniversityBridget ThomasLakeland CollegeForrest HeymanButler UniversityLaurenKoshereThe College ofSt. CatherineCASE V 2007 DISTINGUISHED SERVICE AWARDEstablished in 1980, the annual award recognizes an advancement professional who hasgiven outstanding service to the district for at least five years. Service to the district, whichis operated totally by volunteers from the membership, is the major factor in determiningrecipients.This year’s recipient will be recognized at the CASE V Opening Extravaganza onSunday night.Look in the spring 2007 issue of advance for information about this year’s recipient.Past Award Recipients:Fred Volkmann 1980Bob Odaniell 1981Gayle Langer 1982Ray Willemain 1983Arnette Nelson 1984Ray Rowland 1985Royster Hedgepeth 1986Barbara DeBoer 1987Jan Augenstein-Miller 1988Carl Magel 1989Ron Stephany 1990Bob Forman 1991Linda Crossley 1992Tom Peters 1993Jamie Jeremy 1994Vaughn Dann 1995Dick Sollmann 1996(Not awarded) 1997Michael Malone 1998Karen Engelhard 1999Harry Lovell 2000Jeffrey Todd 2001Mary Kay Karzas 2002Dan Heinlen 2003Gene Haberman 2004Jennifer Hamlin-Church 2005Ralph Amos 20062007 CASE V Conference 7 www.casefive.org

S P E C I A LO P P O R T U N I T I E SCASE V Opening Extravaganza2007 District V Chief Executive Leadership AwardEstablished in 1999, the annual citation honors a president, chancellor, headmasteror system head for outstanding visionary leadership of a CASE V memberinstitution. The 2007 recipient is:Four-year InstitutionMichael Rao, President, Central Michigan University (Mount Pleasant)Michael Rao leads Michigan’s fourth largest university serving morethan 27,000 students with an annual budget of $360 million.Under Rao’s leadership, the university’s national prominence hasincreased exponentially, resulting in widespread media interest andrecord enrollment. Rao dedicates much of his time to buildingalliances with corporate and community partners, lobbying statelawmakers to support public higher education, initiating new degree Raoprograms that focus on Michigan’s growing employment sectors such ashealthcare and technology, and expanding opportunities for student scholarships,volunteer work, undergraduate and graduate research, and study abroad. He alsoactively participates in fundraising, spearheading CMU’s first capital campaign inwhich goals were exceeded by nearly 60 percent.Prior to joining Central Michigan University in 2000, Rao served as chancellorof Montana State University Northern, as dean and later president of MissionCollege (Calif.), and as a higher education planner in the private sector. Raoearned a bachelor’s degree from the University of South Florida and a doctoratefrom the University of Florida.Past Award Recipients:1999 Sister Mary Andrew Matesich,President, Ohio Dominican College(Columbus)2000 Robert G. Bottoms, President, DePauwUniversity (Greencastle, Ind.)2001 Joseph Steger, President, University ofCincinnati2002 Judith Bailey, President, NorthernMichigan University (Marquette)Samuel Hulbert, President, Rose-Hulman Institute of Technology (TerreHaute, Ind.)2003 Jerry Sue Thornton, President,Cuyahoga Community College(Cleveland)Nancy L. Zimpher, Chancellor, Universityof Wisconsin-Milwaukee2004 Donna M. Carroll, President, DominicanUniversity (River Forest, Ill.)2005 Luis M. Proenza, President of TheUniversity of Akron (Ohio)2006 Alan Harre, President, ValparaisoUniversity (Ind.)Sr. Mary Frances McLaughlin, President,Carmel Catholic High School,Mundelein, Ill.Committee on Opportunity and Equity (COE)The Committee on Opportunity and Equity promotes theadvancement of multicultural initiatives to ensure a diverseand safe work environment for the advancementprofessional.COE Fellowship LuncheonMonday, Dec. 10 • 12:15-1:45 p.m.Columbus A & B — Lobby LevelPre-registration requiredHancockThe annual COE luncheon will featurepanelists Charlotte Johnson, vice presidentand dean of the College at Colgate Universityand Samuel Hancock, assistant to thepresident for Institutional Diversity at theUniversity of Toledo. Both panelists havemany years of experience in diversity relatedJohnsonsubject matter. Johnson, while working at theUniversity of Michigan Law School, served on the coreteams responsible for developing legal and communicationstrategies in defense of the university’s admissionspolicies. She assisted with formulation of oral argumentsto the Supreme Court.Advancing Diversity Program ScholarsThe CASE V Advancing Diversity Program offers $1,000scholarships to advancement professionals of diversebackgrounds for the purpose of attending the annual CASE Vconference. Applicants are evaluated on their education,experience and career goals. The 2007 recipients include:Jordan BurressCommunicationsAssociateHawken School(Gates Mills,Ohio)KimberlyLoweDirector ofAlumni ClubsThe Ohio StateUniversity(Columbus)JavierMagallanesDirector ofDevelopmentPurdueUniversity (WestLafayette, Ind.)Lisa SoniaTaylorDirector ofDevelopmentOhio NorthernUniversityCollege of Law(Ada)2007 COE Multicultural ReceptionMonday, Dec. 10 • 5-6:30 p.m. • Suite 3001Remember to turn cell phones off as you enter sessions.2007 CASE V Conference 8 www.casefive.org

S P E C I A LO P P O R T U N I T I E SCASE V SundayAfter HoursSunday, Dec. 99:30-11 p.mJava Bar — Lobby LevelWear yourschoolcolors –attire iscasual.After Sunday dinner headback to the hotel forfun! Rick Kelley willentertain CASE Vparticipants from9:30-11 p.m. withfabulous dancemusic. Don’t miss theopportunity to enjoy livemusic at Java Bar whilenetworking with CASE V colleagues!Entertainment sponsored by:Sunday eveningentertainment sponsored by:The Independent SchoolsPre K-12 LuncheonIncrease Enrollment UsingCreative Marketing StrategiesMonday, Dec. 1012:15-1:45 p.m.Colorado Room — Level 2Pre-registration requiredIf your school is currently searching fornew marketing strategies to increaseenrollment then you will enjoy theinnovative ideas that Colleen Murphy willshare with you over lunch. Whatmessages are you sending? Whichdirection are you going? What marketingtools should you use to attract studentsto your school? You will be able to askquestions and share ideas. Don't missthis great opportunity to get some“BRAND” new ideas.— Colleen Murphy, Vice President,Marketing and Enrollment, HarperCollege, Palatine, Ill.Two-year/Community CollegeLuncheonLeading with Gusto: A President'sRole in Supporting the AdvancementFunctionMonday, Dec. 10,12:15-1:45 p.m.Mayfair Room — Level 2Pre-registration requiredIn 2006 Joliet Junior College, thecountry’s oldest community college, hiredits first female president, Eugenia (Gena)Proulx. Proulx came to Illinois with a clearvision and a plan for the future. Throughthe interview process, she identifiedmissing links between the college’s boardof trustees and the college’s foundationboard as it related to the support andmanagement of residential students. Inaddition, she sensed a lack of fundraisingattitudes on the part of the college’sleadership team, faculty and staff. Hearhow this new president was successful inbuilding on her resources to strengthenher advancement program.— Eugenia Proulx, President, JolietJunior CollegeExecutives in AdvancementBreakfastA Presidential PanelTuesday, Dec. 117:30-9 a.m.Chicago Ballroom X — Level 4Pre-registration requiredJoin this special breakfast for networkingwith other executives in advancement.Don’t miss a special presentation featuringa presidents’ panel of CASE V college anduniversity leaders discussing currentopportunities and challenges in highereducation. The panel will be moderated byJohn Lippincott, CASE HeadquartersPresident.— John M. Dunn, President, WesternMichigan University— Randall R. Miller, President, LakeMichigan College— John G. Peters, President, NorthernIllinois University— Paul C. Pribbenow, President,Augsburg College2007 CASE V Conference 9 www.casefive.org

S P E C I A LO P P O R T U N I T I E SCASE V GRAND LUNCHEONPre-registration required(Limited additional registration through noon Monday, Dec. 10, at the Registration Desk)Tickets and conference name badges will be required at door.Tuesday, Dec. 11 • 12:30-2:30 p.m.Sheraton Ballroom — Level 4Featuring Bill Strickland who will inspire youwith a message on ethical, accountable andvisionary leadership.Bill Strickland is in the business of saving lives.After almost 40 years of teaching kids, trainingadults, and telling his story, he’s looking to“franchise” his brand of hope.— inc.comStick around for a great lunch Tuesday to hear from Bill Strickland, president and CEO ofManchester Bidwell Corp., who will restore your faith in ethical, accountable andvisionary leadership. (And, after the opening session, don’t worry about eating alone!)Strickland’s message is simple — give people the tools they need, treat them withrespect and they will perform miraculous deeds. Discover how easy it is to get ahead!Strickland, on the board at the University of Pittsburgh, will provide the exclamationpoint to another unforgettable conference. Don’t miss the opportunityto let Strickland inspire you to see the real person — andget the power of believing in people.Also, recognizing the Pride ofCASE V award winners!®A CHANCE TO WINA TRIP FROMALUMNI HOLIDAYSat theCASE V Grand LuncheonMust be present to win.Waterways and Canalsof Holland & BelgiumApril 22-30, 2008Explore the spectacular waterwaysof Belgium and the Netherlands!Experience the diamond capital ofthe world, Antwerp, Belgium.Discover Bruges, with its BurgSquare and charming cobbledstreets. Then, travel along theZeeland coast from Veere,Netherlands, and learn about theDelta Works’ complex Storm SurgeBarriers on Neeltje Jans Island.Cruise past iconic windmills atKinderdijk, and see Willemstad.Journey to Delft, famous for its blueporcelain, and The Hague, site ofthe royal residence and theMauritshuis Museum. Afterrejoining the ship in Arnhem, sail tothe quaint stone buildings andhistoric cathedral of Deventer, andcontinue to Kampen. Finally, cruisethe scenic ring of canals inAmsterdam, and admire beautifularrangements of Dutch tulips andother flowers at the renownedKeukenhof Gardens.CASE V Grand Luncheonsponsored by:2006 attendees enjoyed the program at the CASE V Grand Luncheon.2007 CASE V Conference 11 www.casefive.org

CASE V Grand LuncheonRetiree RecognitionEach year CASE V recognizes and honors colleagues who haverecently retired or are planning to retire during the currentacademic year. To qualify, CASE V members must have at least10 years of service in advancement and have demonstratedinvolvement with CASE during their careers. This year, CASE Vwould like to recognize and congratulate:Carole S. Halberg, president of theUniversity of Wisconsin-Eau ClaireFoundation and special assistant to thechancellor, retired in July 2007 after servingin various advancement roles for 26 years.At different times in her career Halberg wasHalbergalumni relations director, major gifts officerand foundation president. She also led universitycommunications and public relations and is credited withproactively telling the university’s story while displaying agreat deal of sensitivity and professionalism. In addition toleading UW-Eau Claire through its first-ever – and verysuccessful – comprehensive fundraising campaign, Halbergis also known for her generosity as a colleague. She’s beendescribed by a long-time staff member as “one of the bestbosses, mentors and professionals with whom I have everworked,” and was often called upon by other UW colleaguesfor advice. In addition to being active in CASE V, Halberg hasencouraged and allowed her staff to participate and takeleadership roles in CASE V. She has led UW-Eau Claire toreceiving dozens of honors in the Pride of CASE V Awardssince the program began in 2004.Curtis R. Simic will retire as president ofthe Indiana University Foundation in June2008 after serving 45 years in advancement.Simic started his career at the IUFoundation; he left and served three to fiveyears each at the University of Tennessee, SimicYale University, The University of Alabama,the University of Oregon and the University of California-Berkley. In 1988 he returned to the Indiana UniversityFoundation as president and has overseen a five-fold increasein giving – and the university’s first $1 billion campaign.Throughout his career, Simic has served on the boards ofCASE III, V and VIII, as well as the National Board of Trusteesfor CASE. He has contributed to advancement as a frequentpresenter and author, and has been recognized with severalawards and honors. According to a former colleague, “Curthas a generous spirit, optimistic outlook on life, and unselfishdevotion to our work and professional organization. Histremendous expertise is nationally recognized. Along withmany, many others, I consider him to be an outstandingprofessional colleague and a friend.”

C A S E V H I S T O R YCASE V Conference and Program Chairs, 1974-PresentYear Position Name Institution1974 Conference Chair Jack Kinney* Michigan State1975 Conference Chairs Paul Pentecost Wayne StateRay RowlandSt. Cloud StateProgram Chairs Douglas M. Wilson MiamiM. Frederick Volkmann Albion/Ohio State1976 Conference Chair Douglas M. Wilson MiamiProgram Chair *1977 Conference Chair Gene Haberman Olivet CollegeProgram Chair C. Brent DeVore Hiram College1978 Conference Chair Ray Willemain NorthwesternProgram Chair Kathleen Rydar Purdue1979 Conference Chairs Russell D. Tall MinnesotaKathleen RydarPurdue**Program Chair Joel S. Berger Michigan1980 Conference Chairs Kathleen Rydar PurdueDonald D. ShookKent StateProgram Chairs Joel S. Berger MichiganArnette NelsonRipon College**1981 Conference Chair Steve Roszell MinnesotaProgram Chair Royster Hedgepeth Illinois1982 Conference Chair Royster Hedgepeth IllinoisProgram Chair Jan Augenstein-Miller Miami1983 Conference Chair Jan Augenstein-Miller MiamiProgram Chair Carl Magel Notre Dame1984 Conference Chair Carl Magel Notre DameProgram Chair Linda S. Crossley Ohio State Alumni Association1985 Conference Chair Linda S. Crossley Ohio State Alumni AssociationProgram Chair Bill Noblitt Washington University in St. Louis1986 Conference Chair Bill Noblitt Washington University in St. LouisProgram Chair Rebecca Chapman Wayne State1987 Conference Chair Rebecca Chapman Wayne StateProgram Chair John Fairman Western Illinois1988 Conference Chair Richard Carter MichiganProgram Chair Donald R. Dodds Illinois1989 Conference Chair Donald R. Dodds IllinoisProgram Chair Melissa Drake Northwestern1990 Conference Chair Melissa Drake NorthwesternProgram Chair Mary Kay Karzas Culver Academies1991 Conference Chair Mary Kay Karzas Culver AcademiesProgram Chair Curtis R. Simic Indiana1992 Conference Chair Patrick B. Hayes IllinoisProgram Chair Karen Engelhard Wisconsin–Stevens Point1993 Conference Chair Karen Engelhard Wisconsin–Stevens PointProgram Chair Tedd Grossnickle Franklin College1994 Conference Chair Gwen Brown WilberforceProgram Chair Gordon A. Taylor, Jr. Western Illinois1995 Conference Chair Gordon A. Taylor, Jr. Western IllinoisProgram Chair Angela E. White Indianapolis1996 Conference Chairs Kay M. Cochrane IndianaAngela E. WhiteIndianapolisProgram Chair Raymond Mock Miami1997 Conference Chair Raymond Mock MiamiProgram Chair Jeffrey S. Todd Wooster1998 Conference Chair Jeffrey S. Todd Wooster CollegeProgram Chair Peggy Sandgren Evansville1999 Conference Chair Jeffrey S. Todd Wooster CollegeProgram Chair Peggy Sandgren Evansville2000 Conference Chair Peggy Sandgren EvansvilleProgram Chair Wm. Christopher Clarke Purdue University2001 Conference Chair Wm. Christopher Clarke Purdue UniversityProgram Chair Teresa Exline Indiana State University2002 Conference Chair Teresa Exline Indiana State UniversityProgram Chair Sarah Pearson University of Chicago2003 Conference Chair Brad Quarberg Wisconsin–La CrosseProgram Chair Carmela Kranz Minnesota Medical Foundation2004 Conference Chair Brad Quarberg Wisconsin–La CrosseProgram Chair Lindsey Loftus Kent State University2005 Conference Chair Lindsey Loftus Kent State UniversityProgram Chair Catherine McGlinch Minnesota State Colleges andUniversities Foundation2006 Conference Chair Catherine McGlinch Minnesota State Colleges andUniversities FoundationProgram Chair Mike Worley Washington University St. Louis2007 Conference Chair Catherine McGlinch Minnesota State Colleges andUniversities FoundationProgram Chair Vicki Reaume Eastern Michigan UniversityCASE V Board of Directors Chairs1975-76—Jack Kinney, Michigan StateUniversity1977-78—H. Ray Rowland, St. Cloud StateUniversity1979—Douglas Wilson, Miami (Ohio)University1979-80—Gayle Langer, University ofWisconsin-Madison1981—Ray Willemain, NorthwesternUniversity1982—C. Brent DeVore, Hiram College(resigned)1982—Arnette Nelson, Ripon College1983—Stephen Roszell, University ofMinnesota1984—Royster Hedgepeth, University ofIllinois1985—Jan Augenstein-Miller, Miami (Ohio)University1986—Carl Magel, University of Notre Dame1987—Ron Stephany, Ohio WesleyanUniversity1988—Linda Crossley, The Ohio StateUniversity1989—Marcy Sherriff, University ofMinnesota1990—Richard Sollmann, Miami (Ohio)University1991—Richard Carter, University of Michigan1992—Michael Malone, Northern IllinoisUniversity1993—John Newton, Indiana State University1994—Vaughn Dann, DePaul University1995-96—Richard Odell, Chicago Academyfor the Arts1997-98—Karen Engelhard, University ofWisconsin-Stevens Point1999—Patrick Hayes, University of Illinois(resigned)1999-2001—Mary Kay Karzas, CulverAcademies2001-02—Lynn Carver, NorthwesternUniversity2003—Bruce Loessin, Cleveland ClinicFoundation2004-05—Mike Ziemianski, St. MeinradSchool of Theology2006-07—Teresa Exline, Indiana StateUniversity*Program chair unknown**Chair information not verifiedPlease forward any conference historicalinformation to: Brad Quarberg, advance editor,advance@uwlax.edu2007 CASE V Conference 14 www.casefive.org

SATURDAY/SUNDAY

S A T U R D A Y / S U N D A Y . . . A T - A - G L A N C ESaturdayNoon-5:15 p.m.Noon-12:45 p.m.Advancement 101: Pre-ConferenceWorkshop for Newcomers to the Fieldof Advancement (Pre-registration required)Newcomers LuncheonMichigan Room — Level 212:45-1:30 p.m. Who is in Charge in Higher Education?Superior Room — Level 21:45-3:15 p.m. Newcomers Forum: The Nuts and Bolts ofAdvancementMichigan Room — Level 23:15-3:45 p.m. Connect with conference committee andboard members3:45-4:15 p.m. Making the Most of Your CASE ContactsMichigan Room — Level 24:15-5:15 p.m. Network = Net Worth: How Your CASEContacts Can Shape Your SuccessMichigan Room — Level 2Sunday9 a.m.-Noon Pre-conference Workshops(Pre-registration required)Noon-2 p.m.• Connecting Through Planned GivingErie Room — Level 2• Connecting Through EventsMissouri Room — Level 2• Connecting Through Social NetworkingOntario Room — Level 2• Connecting Through CommunityCollege Alumni ProgramsHuron Room — Level 2Pitch Your Campus Story to Inside Higher EdArkansas Room — Level 212:30-1:45 p.m. Emphasis Sessions Begin — All Welcome!1:45-2:15 p.m. Refreshment Break — FREE!Lobby Level 42:15-3:30 p.m. Emphasis Sessions4 p.m. Resource Center opens — Level 13:45-7 p.m. CASE V Opening Extravaganza3:45-5:15 p.m. District annual meeting and recognition andkeynote address by Keith FerrazziChicago/Sheraton Ballroom — Level 45:30-7 p.m. CASE V Opening Extravaganzawine receptionResource Center — Level 19:30-11 p.m. CASE V Sunday After Hours with liveentertainmentJava Bar— Level 3Sunday Emphasis SessionsALUMNI12:30-1:45 p.m.Bringing International Alumniinto Your HugSheraton Ballroom I — Level 4Young Alumni: What do youMean a Sit-Down Dinner is notAppealing?Sheraton Ballroom II — Level 4Alumni Small Shops: DoingMore with LessSheraton Ballroom III — Level 42:15-3:30 p.m.Regional Programming:Engaging Rogue ClubsSheraton Ballroom I — Level 4Student Engagement: YourFuture Alumni VolunteersSheraton Ballroom II — Level 4Benchmarking Alumni ProgramsSheraton Ballroom III — Level 4COMMUNICATIONS12:30-1:45 p.m.University Speechwriting: How toProduce a National-CaliberSpeechMichigan Room — Level 2Natural News Service: FacultyExpert SourcesColorado Room — Level 22:15-3:30 p.m.Emerging Issues in HigherEducation: What are They andHow Should Your Institution TalkAbout Them?Michigan Room — Level 2Go for the Gold: Branding on aShoestringSuperior Room — Level 2ADVANCEMENT SERVICES12:30-1:45 p.m.Research for the One-PersonShopHuron Room — Level 22:15-3:30 p.m.Gift Processing: Optimizing YourOperationHuron Room — Level 2DEVELOPMENT12:30-1:45 p.m.The Art and Soul of PhilanthropyChicago Ballroom VIII — Level 4Planned Giving: Dollars Today,Legacies TomorrowChicago Ballroom IX — Level 4Creating the Big Ideas for theCampaignChicago Ballroom X — Level 42:15-3:30 p.m.Best Annual Fund PracticesChicago Ballroom VIII — Level 4Women and Philanthropy:New Trends, New Key IssuesChicago Ballroom IX — Level 4Hot Topics in the Law of HigherEducation DevelopmentChicago Ballroom X — Level 4EXECUTIVES INADVANCEMENT12:30-1:45 p.m.Creating and Maintaining aStrong Relationship Among theCentral Advancement Office andDeansSuperior Room — Level 22:15-3:30 p.m.Developing Management Trendsto Consider When Tackling theStaffing IssueMayfair Room — Level 2TWO-YEAR COLLEGES/INDEPENDENT SCHOOLS12:30-1:45 p.m.Conversation as SolicitationMissouri Room — Level 22:15-3:30 p.m.Small Shop, Big GoalsMissouri Room — Level 2WEB12:30-1:45 p.m.Defending the Doorway: WhatWeb Managers Need to KnowOntario Room — Level 22:15-3:30 p.m.Remaining Grounded in the NewMedia WhirlwindOntario Room — Level 22007 CASE V Conference 16 www.casefive.org

Especially for those new to advancementAdvancement 101: Pre-Conference Workshop forNewcomers to the Field of AdvancementSATURDAYNoon-5:15 p.m.Michigan Room — Level 2Pre-registration requiredWe will begin the day with lunch.The afternoon will be pepperedwith informative sessions, groupdiscussions, games, ice breakersand Q & A. We will also awardour CASE V NewcomersFellowships for 2007.12:45-1:30 p.m.Who is in Charge in Higher Education?Superior Room — Level 2S A T U R D A YJust who is in charge back at home in our institutions? The president, the board, the faculty ...the advancement staff? Well, probably not the advancement staff, at least not directly! However,the others listed do play significant roles in the idea of “shared governance” on campus. Fromfirst-hand experiences, a current university president and former higher education leadershipprofessor will share insights that will help explain how decisions get made and implemented inacademia. Gain valuable facts, tidbits and scholarly experience from a professional.— Michael Schwartz, President, Cleveland State University1:45-3:15 p.m.Newcomers Forum: The Nuts and Bolts of AdvancementMichigan Room — Level 2Newcomers will gain insight from a group of advancement professionals on the value ofunderstanding and embracing the profession as a whole. This interactive session will allow you,as advancement leaders of tomorrow, to explore the intricate and sometimes challengingrelationships between the various disciplines. The goals are twofold: 1) to provide an introductionto advancement where all questions are welcome and dialogue is encouraged and 2) to develop abasic understanding of how professionals in our field should work together to create aprogressive, relevant and successful advancement organization today and for the future.— Lindsey H. Loftus, Vice President, Institutional Advancement, Northeastern Ohio UniversitiesColleges of Medicine and Pharmacy— Janie Spencer, Executive Director, University of Wisconsin La Crosse Alumni Association— Michael Worley , Major Gifts Officer, East Carolina University3:15-3:45 p.m. Connect with conference committee and board membersRemember to turn cell phones offas you enter sessions.3:45-4:15 p.m.Making the Most of Your CASE ContactsMichigan Room — Level 2This very practical session will be led by one of our very top CASE volunteers who will share herthoughts, tips and observations regarding the establishment of a network of CASE contacts thatwill serve you throughout this conference and well beyond. This CASE network will allow you togrow as an advancement professional through the maze of issues, dilemmas and opportunities.Many CASE contacts become lifelong friends offering touchstones of reality and encouragementover a range of time from months to decades!— Cassie McVeety , Vice President for University Relations, Portland State University4:15-5:15 p.m.Network = Net Worth: How Your CASE Contacts can Shape Your SuccessMichigan Room — Level 2As they say, it’s not just about what you know, but also who you know. Get insider information onthe best professional resources and means to network in the profession. Whether it is in personor online, professional networking is invaluable to a successful career. Get advice from seasonedprofessionals and learn about online resources, professional publications and organizations thatadvancement veterans say they can’t live without. By workshop’s end, you’ll know how to bestutilize membership in CASE and make the most out of the CASE V conference experience.— Abe Geiger, Director of Marketing, Affinity Circles2007 CASE V Conference 17 www.casefive.org

S U N D A YPre-conference Workshops Pre-registration requiredOption #1Connecting Through Planned Giving9 a.m.-NoonErie Room— Level 2Planned giving is at the heart of a development programbecause the gifts made through it are often considered thekeys to fund-raising success. Starting with an overview ofplanned giving the speakers will quickly move into themechanics of the more popular gift instruments. In addition,marketing strategies and special donor relations opportunitiesthat can both complement a planned giving program will bereviewed. Connect with the best by learning more aboutplanned giving and how it can work for you and your campus.— Shari M. Fox, Assistant Vice President and Director of GiftPlanning, University of Michigan— Craig Wruck, Senior Vice President, Hazeldon FoundationOption #2Connecting Through Events9 a.m.-NoonMissouri Room — Level 2Gatherings of small, medium or large groups are at the coreof the advancement program. From receptions to campaignkick offs, events can open doors, frame campus messagesand mark institutional milestones. Most importantly, whendone well, they can affirm alumni affinity and help you raisemore money. Do your events accomplish all of yourobjectives, or only some? This pre-conference session willguide you through the various aspects of the event plan tomake sure that the actual event is not an end in itself, but,rather, a means to an end! Connect with the best byimproving your event-planning skills.— Mary Buschette, Director of Alumni & Constituent Relations,University of Minnesota, College of Food, Agricultural andNatural Resource Sciences— Kathryn Reed, Assistant Director of Alumni Relations andSpecial Events, College of Agriculture & Natural ResourcesMichigan State University— Michelle Lian-Anderson, Director, Alumni Relations andSpecial Events, School of Public Health, University ofMinnesotaOption #3Connecting Through SocialNetworking9 a.m.-NoonOntario Room — Level 2Social what? We have all experienced the "small world"phenomena. It sure doesn't take long to connect Kevin Baconto anyone in the entertainment industry. Learn how Web-basedtools are allowing alumni to build their own social networkswith information they care about. When populated with theirown information they will use this network which will keep itup-to-date and growing! Ranging from campus events, lifeevents, current events and career events, your campus caneither watch social networks go by or jump on board now andbuild one that will keep you and them connected! Connect withthe best and see how some campuses are at the center of theirown social network.— Jennifer Scott, Assistant Director of Alumni Affairs,Beloit College— Jennifer Heisey, Program Director, University of CincinnatiAlumni Association— Abe Geiger, Director of Marketing, Affinity CirclesOption #4Connecting Through CommunityCollege Alumni Programs9 a.m.-NoonHuron Room— Level 2Some two-year advancement programs have great alumniprograms, yet most wish they had more. This very practicalsession will help you define your alumni, set expectations andestablish a vision for your alumni program. Attendees willdiscuss best practices around alumni programs that areworking at two-year institutions and evaluate what can beaccomplished on a tight budget. This interactve program isguaranteed to provide insights and creative ideas that will leadto increased alumni engagement with your institution.— Mark J. Pastorella, Director, Annual, Alumni and PlannedGiving, Monroe Community College Foundation— Melissa Starace, Director, Alumni Affairs, NorthamptonCommunity CollegeRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 18 www.casefive.org

S U N D A YSunday 12:30-1:45 p.m. Sunday 12:30-1:45 p.m. Sunday 12:30-1:45 p.m.ALUMNIAlumni Small Shops:Doing More With LessSheraton Ballroom III — Level 4Whether you are a team of one or five andwear one or several hats, small alumnioffices can provide many positiveopportunities for professional growth aswell as institutional success. This sessionfocuses on planning, prioritizing, andproducing results with limited resources.Learn how to manage your ownexpectations as well as your constituents(and vice presidents!) when time, staffand budget constraints are maximized.Come to copy, share and steal everythingthat might work for you and yoursituation!— Sue VanWassenhove, Director ofAlumni Relations and Annual Giving,Ohio Dominican UniversityALUMNIBringing International AlumniInto Your HugSheraton Ballroom I — Level 4Keeping alumni connected to their almamater is a challenge. It’s even moredifficult when international studentsgraduate and return to their nativecountries. At Eastern Illinois University,the Office of External Relations and theOffice of International Programs joinedforces to bring international alumni backinto an institutional hug. This presentationwill share efforts to re-establish contactwith our international alumni, includingthe celebration of the university’s firstinternational alumni reunion.— Jill F. Nilsen, Vice President forExternal Relations, Eastern IllinoisUniversity— Robert M. Augustine, Dean, GraduateSchool, International Programs andResearch, Eastern Illinois University— William J. Elliott, Director,International Programs Office, EasternIllinois University— Sue E. Songer, Adviser, InternationalPrograms Office, Eastern IllinoisUniversityALUMNIYoung Alumni: What do youMean a Sit-Down Dinner is notAppealing?Sheraton Ballroom II — Level 4Graduates from the mid-’90s throughtoday have very different needs than otheralumni. But, is your alumni programmingkeeping pace? How can technology play auseful role in keeping these alumniconnected? Discuss the importance ofprogramming to a younger generation.— Jennifer Heisey, Senior Director ofAlumni Outreach, University ofCincinnati— Rob Shoss, University Sector, PracticeManager, Alumni Attitude StudyCOMMUNICATIONSUniversity Speechwriting:How to Produce a National-Caliber SpeechMichigan Room — Level 2Whether you’re developing a speech foryour president, for another universityleader, or for yourself, understanding thebasics about speechwriting can help youinform, persuade and motivate youraudience. Presenter Ron McCall is acommunications counsel with arecognized expertise in aligning leadershipcommunications with an organization’sstrategic goals. His clients include someof the most notable companies onFortune’s Global 500 list. He has alsoproduced conferences and seminars onthe topic of speechwriting at Harvard,Emory, the University System of Georgia,and at the annual meetings of the NationalAssociation of Independent Colleges andUniversities and at the AmericanAssociation of Community Colleges. Inthis session, McCall will demonstrate howto write a national-caliber speech, how totake your communications program to thenext level, and how speeches can be usedas a strategic tool to advance yourschool’s reputation. He will also discussprofessional tricks of the trade anddemonstrate how to identify topics thatresonate. McCall’s presentation comes onthe heels of his co-chairmanship of theCASE Annual Conference for College andUniversity Speechwriters.— Ronald J. McCall, President, ExecutiveCommunicationsRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 20 www.casefive.org

S U N D A YSunday 12:30-1:45 p.m. Sunday 12:30-1:45 p.m. Sunday 12:30-1:45 p.m.COMMUNICATIONSNatural News Service: FacultyExpert SourcesColorado Room — Level 2Launched in 2004, the “Natural NewsService” of Northwestern Health SciencesUniversity (located in the Twin Cities area)distributes four articles per month toabout 1,000 community newspapers inthe Midwest. The articles employ NHSU’sfaculty as expert sources on naturalapproaches to health and wellness.Presenters Jaime Hunt and John Healywill detail results of what they describe asa “wildly successful” program and sharetips with session attendees about howthey can launch a similar service.— Jaime Hunt, Associate Director ofNews and Public Information,University of Wisconsin-Oshkosh— John Healy, Director ofCommunications, Northwestern HealthSciences UniversityDEVELOPMENTThe Art and Soul of PhilanthropyChicago Ballroom VIII — Level 4This interactive session will challenge youto think in new ways about what we do inadvancement, especially in fund raisingand development. You will leave thesession with a new way of looking at thevocabulary of our profession and with amodel that can guide your professionallife. See how this model applies to allinstitutions regardless of size andbackground. Your co-presenters representboth a large doctoral institution and asmaller liberal arts college. There issomething in this session for everyone.— Donald Gray, Vice President (Retired),University of Wisconsin Foundation— James B. Piatt, Jr., Vice President forCollege Advancement, Mount UnionCollegeDEVELOPMENTPlanned Giving:Dollars Today, LegaciesTomorrowChicago Ballroom IX — Level 4Get effective planned giving techniques forlarge and small shops.— Craig Wruck, Senior Vice President,Hazeldon FoundationDEVELOPMENTCreating the Big Ideas for theCampaign: The Role of CampusAdministrators and theDevelopment TeamChicago Ballroom X — Level 4An institution’s case for support andcorresponding articulations of that casethrough publications and othercommunication devices are criticalelements of successful fundraisingoperations. Discover how to embark oncreative and effective case developmentpractices in this interactive session.— Debra Engle, Senior Vice President ofDevelopment, Iowa State UniversityFoundation— Bruce Mathews, Vice President,Campbell and Co.— Bill Engelbrecht, Vice President forAdvancement, Bradley UniversityEXECUTIVES IN ADVANCEMENTDevelopmentCreating and Maintaining aStrong Relationship Among theCentral Advancement Office andDeansSuperior Room— Level 2In constitency-based programs,development officers can often feel likethey are torn between two competingforces. Get best practices for creating aharmonious relationship among the dean,the executive director of development andthe constituent development officer.— James Miller, Executive Director, NorthDakota State University FoundationADVANCEMENT SERVICESDevelopmentResearch for the One-PersonShopHuron Room— Level 2Development track sponsored by:How can a lone researcher manage toserve all of the members of adevelopment team and often juggle otherduties beyond research? This session willfocus on how to remain proactive andeffective, what the best tools andresources are for a lean budget, and howto manage workloads and expectations.— Cara Rosson, Prospect ResearchAnalyst, Bradley UniversityRefreshment Break Ballroom Level 1:45-2:15 p.m.2007 CASE V Conference 21 www.casefive.org

S U N D A YSunday 12:30-1:45 p.m.TWO-YEAR/INDEPENDENT SCHOOLSDevelopmentConversation as SolicitationMissouri Room — Level 2New to major gift fundraising? Thissession is for you. Peter Anagnostos, whohas over 20 years of experience indevelopment and speaks to groups onmajor gifts, worked on several majorcampaigns, including those at HarvardMedical School, the American Red Crossand John Carroll University. Through realexamples and entertaining anecdotes, hewill demonstrate how to move aconversation along so a request forsupport can be achieved on a fundrasier’sfirst visit with a prospect. He’ll discusssteps to take prior to and after eachprospect meeting.— Peter K. Anagnostos, ExecutiveDirector, Cleveland State UniversityFoundationSunday 12:30-1:45 p.m.WEBDefending the Doorway: WhatWeb Managers Need to KnowAbout Cybersquatting, GripeSites, and Malicious LinksOntario Room — Level 2Get specific examples of ways critics anddetractors can use various Webtechniques to embarrass your campus.Discover proactive steps to deflect thedamage.— John W. Paff, APR, Executive Directorof Communications and ExecutiveAssistant to the President, HuntingtonUniversityRefreshment Break Ballroom Level 1:45-2:15 p.m.NEWSESSION!COMMUNICATORS:DON’T MISS THISSPECIAL SUNDAY SESSION!Pitch Your Campus Story to Inside Higher EdSunday, Dec. 9 • Noon- 2 p.m.Arkansas Room — Level 2Do you have something exciting taking place on your campus that you think belongs onthe pages of Inside Higher Ed? Here’s a chance to pitch your idea to the editor of InsideHigher Ed, the online source for higher education news. From noon to 2 p.m. Sunday inthe Arkansas Room (Level 2) sit down one-on-one with Inside Higher Ed editor ScottJaschik and make your pitch. Appointments aren’t necessary. Then, attend Jaschik’ssession, “Emerging Issues in Higher Education,” from 2:15-3:30 p.m. Sunday.Remember to turn cell phones off as you enter sessions.2007 CASE V Conference 22 www.casefive.org

S U N D A YSunday 2:15-3:30 p.m. Sunday 2:15-3:30 p.m. Sunday 2:15-3:30 p.m.ALUMNIRegional Programming:Engaging Rogue ClubsSheraton Ballroom I — Level 4As alumni scatter around the globe, manyalumni offices target regional clubs to keepconstituents connected in a givengeographic area. How do offices handle theregional club that never gets around tooffering events? What about the club thatwants to do too much? Discuss managing ahealthy regional program.— Paul Wolansky, Director of AlumniOutreach and Education, Oberlin CollegeALUMNIStudent Engagement:Your Future Alumni VolunteersSheraton Ballroom II — Level 4Current students are tomorrow’s alumni.Waiting until they graduate to startcultivating them is a missed opportunity.Hear about programs that connect studentswith alumni, how those programs helptransition students into the alumnipopulation and how these efforts will resultin higher levels of alumni engagement.— Nikki Mazelin, Director of Alumni andParent Programs, Butler UniversityALUMNIBenchmarking Alumni Programs:Show Your Institution howValuable you areSheraton Ballroom III — Level 4To stay connected to your alumni and toensure that you are staying competitive,alumni relations professionals must makesure they are familiar with current trends.Benchmarking and researching otherinstitutions enables alumni professionals touse the data they collect to better positionthemselves within the institution and state.— Pat Regan, Director of Development,Oregon Health and Science University— Rob Shoss, University Sector, ManagingPartner, Alumni Attitute StudyCOMMUNICATIONSEmerging Issues in HigherEducation: What are They andHow Should Your Institution TalkAbout Them?Michigan Room— Level 2Rising tuition, access, diversity, campussafety, technology, student loans,institutional research. These are just someof the hot topics confronting highereducation today. Join Scott Jaschik, editorand founder of Inside Higher Ed, as hediscusses emerging issues facing collegesand universities. Jaschik will also offer tipson how communications professionals andothers can address these issues withcampus administrators, faculty and staff,prospective students, alumni and the media.— Scott Jaschik, Editor, Inside Higher EdCOMMUNICATIONSExecutives in AdvancementGo for the Gold:Branding on a ShoestringSuperior Room— Level 2Using only internal resources and operatingwith an extremely limited budget, theUniversity of Central Missouri earned anational CASE Circle of Excellence GoldAward in institutional branding. In this fun,fast-paced session, you’ll gain insights intocreating and executing a research-basedbranding campaign with university-wideintegration.— Jeffery B. Morris, Director of UniversityRelations, University of Central MissouriDEVELOPMENTBest Annual Fund PracticesChicago Ballroom VIII — Level 4Find out what is needed to develop aproductive and effective annual givingprogram. Discover about planning, settingreal goals, techniques, performanceexpectations, monitoring progress, usingvolunteers and reporting outcomes.— Greg Bader, Director of the Annual Fund,Denison University— Tip Hosack, Director, The Oberlin Fund,Oberlin CollegeDEVELOPMENTWomen and Philanthropy:New Trends, Key IssuesChicago Ballroom IX — Level 4Women’s philanthropy has lead new trendsin development over the past twenty yearsincluding the increase in the relationshipbuilding model of development. What willbe the role of women in the philanthropiclife of the nation over the next decade?With women making up more than 55percent of student bodies today, how willthis increase affect our developmentoperations? How can we better engagewomen in the life our our institutions?— Martha Taylor, Vice President,University of Wisconsin Foundation— Sondra Shaw-Hardy, Co. founderWomen’s Philanthropy Institute, Centeron Philanthropy, Indiana UniversityDEVELOPMENTHot Topics in the Law of HigherEducation DevelopmentChicago Ballroom X — Level 4Explore current and important legal issuesimpacting fundraising in higher education.Specific topics will include the impact ofthe Pension Protection Act of 2006, noncashgifts, planned giving, dealing withdonor restrictions, charitable pledges,donor advised funds, gift receipts,protecting donor privacy, development forfraternities, charitable endowments,scholarship program guidelines and more.Questions will be encouraged.— Philip Purcell, Vice President forPlanned Giving and EndowmentStewardship, Ball State UniversityFoundationDevelopment track sponsored by:2007 CASE V Conference 23 www.casefive.org

S U N D A YSunday 2:15-3:30 p.m.Sunday 2:15-3:30 p.m.Sunday 2:15-3:30 p.m.EXECUTIVES IN ADVANCEMENTAlumni, Communications, DevelopmentDeveloping Management Trendsto Consider When Tackling theStaffing IssueMayfair Room — Level 2Discuss a myriad of issues includingrecruiting and retaining, “Grow Your Own”programs, incentive pay, and more!— Marcia Sloan Latta, Senior AssociateVice President for UnviersityAdvancement/Director of Alumni andDevelopment & Campaign Director,Bowling Green State UniversityADVANCEMENT SERVICESDevelopment, Executives in AdvancementGift Processing:Optimizing Your OperationHuron Room— Level 2Every gift processing operation needsoccasional examination andbenchmarking. Your shop may just need aminor tune-up or a major overhaul. Thissession will cover how to get the most outof your gift processing operation. We willexamine turnaround times, operationalstructures, benchmarking, and policiesand procedures to make your shop moreefficient. After this session, you will seehow you can ensure that your giftprocessing area is a valued partner indonor relations and stewardship.— Scott Fendley, Senior Associate, BentzWhaley FlessnerTWO-YEAR/INDEPENDENT SCHOOLSSmall Shop, Big GoalsMissouri Room — Level 2The small development office can competewith the mega campaigns from megaschools. Small schools with limited staffand a limited budget can set and achieveimpressive goals in spite of intensecompetition in today’s philanthropicplaying field. This program will reviewsuccessful cultivation and solicitationtechniques to help make your institutionachieve impressive results. Creativity anddonor-focused case studies will be shared.— Steve W. Sturman, Senior DevelopmentOfficer, Culver AcadamiesCASE V Opening Extravaganza3:45-7 p.m.Sheraton Ballroom and CASE V Resource Center(see page 6)— District Recognition and Annual Meeting— Keynote Address by Keith Ferrazzi— Wine ReceptionKeynote sponsored by:WEBRemaining Grounded in the NewMedia WhirlwindOntario Room — Level 2Technology is evolving at a lightning paceyour audience’s expectations are constantlychanging and your resources are limited.Factor in another challenge — the pace ofmany higher educational institutions — andyou might find your electronic communicationsless effective and nimble than theyneed to be. You’re not alone. Fortunately,traditional tools such as market and industryresearch, metrics analysis, and a constanteye on best practices can help. Learn howthe IUPUI campus stays on top of trends,communicates strategically, and remainsagile despite red tape and limited resources.— Steve Hodges, ElectronicCommunications Manager,Communications and Marketing IUPUIExternal Affairs, Indiana University-Purdue University IndianapolisOpening Extavaganza Reception sponsored by:CASE V Sunday After Hours9:30-11:30 p.m.Java Bar, Lobby LevelWear your school colors!Sunday evening entertainmentsponsored by:2007 CASE V Conference 24 www.casefive.org

ANNUAL REPORT

A N N U A LR E P O R TState of CASE District V Report for 2006-2007Dear CASE V Colleagues,It has been a great honor and privilege to serve as chair of theGreat Lakes District of the Council for Advancement and Supportof Education for the past two years. Due to the dedicatedleadership of my predecessors and the exemplary service ofhundreds of volunteers, I inherited a strong district organizationthat not only had resources available to expand services but alsohad the results of a comprehensive membership survey to helpguide that expansion.I am indebted to those many individuals who have given theirtime and talents to help build our professional organization. Theirefforts, coupled with the support we receive from the CASE staffin Washington, D.C., have helped CASE V grow in many waysduring the past two years.The CASE V by Demand mini-conference program is in themidst of its second year of offering in-depth, one-day professionaldevelopment opportunities at a low cost. We have receivedpositive feedback from those who have attended these sessionsalong with interest from many institutions in hosting a workshopor leading a session. Jeff Liebermann, who has been nominatedto serve as chair-elect of the district board, has done a wonderfuljob of developing and executing this program.There also have been numerous advances in communicationincluding more frequent interaction through a new monthlyelectronic newsletter along with an upgrading of the printeddistrict newsletter, and continued growth in our Web presence.Brad Quarberg, Jacob VanScoy and Al Friedman have led thisgrowth and continue to develop creative approaches at improvingthe linkage between our district leaders and the members weserve.This year is also the first time our district has provideddiversity scholarships to assist members of underrepresentedgroups with the costs of attending our conference. Carla Willis,the chair of our Committee on Opportunity and Equity, hasdeveloped and implemented this program. Carla is workingdiligently to expand our COE initiatives beyond their traditionalrealm and engage everyone in these efforts.We are also working to increase our conference offerings fortwo-year colleges and independent K-12 schools. ConferenceChair Catherine McGlinch organized a pre-conference targeted tocommunity colleges, and board member Peter Anagnostos hasworked with Track Chair Kristen Mulvey to add programming forour independent schools. We hope to continue to reach out tothese two areas of our membership and would appreciate yourconference programming suggestions.These items highlight only a small portion of the work yourdistrict board and conference committee have put forth on yourbehalf. I hope that you will join me in recognizing all members ofthe board and conference committee for their efforts. It has beena tremendous blessing for me to be able to work with theseremarkable individuals.I would also like to express sincere appreciation to BrettChambers, who serves as the liaison to all eight CASE districts,and his colleague, Aija Moeller, for their support and assistance.Likewise, the chairs and chairs-elect of the other CASE districtsalso have been an invaluable resource as we worked together toresolve similar challenges.Lastly, our professional association is enormously blessed tohave John Lippincott as its leader. Since John assumed the CASEpresidency, we have witnessed a new era of growth and financialstability. His leadership now spans several continents as CASEhas become a worldwide organization for professionals inadvancement and is only partially represented in these highlights:• Concluded the 2006-07 year with 3,330 institutionalmembers, an all-time high• Conducted 109 in-person CASE conferences and workshopsaround the world serving 17,500 participants• Hosted a record 21 Online Speakers Series programsdelivered to nearly 1,700 sites and as many as 11,500individuals• Expanded diversity initiatives with the launch of the MinorityAdvancement Institute conference and a renewed focus onthe Clarence J. Jupiter Fellowship program• Established ongoing operations for CASE in the Asia-Pacificregion with a new executive director and office in Singapore;continued programming in Africa, Mexico and other areasaround the globe• Assumed a leadership role advocating for the passage of IRArollover legislation, which was signed into law in 2006• Launched a year-long emphasis on ethics in the advancementprofession• Established a working group to review campaign countingguidelines in response to evolution of the profession• Introduced the CASE Management Checklist for AlumniRelations and the CASE Management Checklist forCommunications and Marketing, adding to existing checkliststo help managers conduct internal self-assessments of theiradvancement programs• Enhanced the CASE Network with links to member blogs, newlistservs for system officers and K-12 alumni professionals,an improved search engine, an ASAP member directory, newways to access the information center and other resourcesAs I turn over the district leadership to one of my ownmentors, Barbara Todd from Illinois State University, I am excitedabout the possibilities that exist for CASE V under her abledirection and for CASE overall under John’s expertise. Please letus know how we can continue to assist you in the coming year.Sincerely,Teresa ExlineCASE V District Chair2007 CASE V Conference 26 www.casefive.org

A N N U A LR E P O R TCASE District V NominatingCommittee ReportThe nominating committee submits the followingslate for the CASE V Board of Directors 2008-09.Chair-electJeffrey D. Liebermann,Senior Director ofDevelopment, College ofLiberal Arts and Sciences,University of Iowa Foundation(Iowa City)Director-at-Large(second two-year term)Sarah Z. Panetta,Associate Chair,Department ofDevelopment, Mayo Clinic(Rochester, Minn.)Peter K. Anagnostos,Executive Director,Cleveland State UniversityFoundationDirector-at-Large(first two-year term)Catherine McGlinch,Executive Director,Minnesota State Collegesand Universities Foundation(St. Paul)LiebermannPanettaAnagnostosMcGlinchSubmitted by members of the NominatingCommittee:Mike Ziemianski, chairCarmela KranzRickey McCurryRandall MillerMatt TerMolenMINUTES2006 CASE V ANNUAL MEETINGDecember 10, 2006Chicago Sheraton Hotel and TowersDistrict Chair Teresa Exline called the 2006 Annual Meeting to order and welcomed allconference registrants. She introduced a special video message from the 2006 ConferenceChair, Catherine McGlinch, Executive Director of the Minnesota State Colleges and UniversitiesFoundation. Catherine was unable to attend the conference due to the birth of her daughter.Teresa acknowledged Catherine for her dedicated work on behalf of the district. Sheintroduced the Conference Program Chair Mike Worley and thanked him for his work on theconference. Mike officially welcomed the conference attendees and introduced the ConferenceCommittee. He also recognized conference sponsors.Chair Exline recognized the CASE District V Board of Directors and thanked them for their hardwork. She welcomed special guests: John Lippincott, president of CASE International andBrian Hardy, this year’s district exchange representative. Brian is from the University ofTennessee in District III. Finally, Teresa welcomed Chairs Council members present in theaudience.The minutes of the 2005 Annual Meeting were approved as presented. The treasurer’s reportwas approved as presented in the annual report.Chair Exline presented the report of the 2006 Nominating Committee. The CASE Vmembership coordinators approved by electronic ballot the slate of candidates provided bythis year’s Nominating Committee: Secretary – Dawn Dempsey, Kendall College of Art andDesign at Ferris State University; Treasurer – Caryn Schultz-Korman, Rosalind FranklinUniversity of Medicine and Science; Director-At-Large for his first two-year term – EdwardoManuel, University of Wisconsin-Madison; Director-At-Large for her first two-year term,Jennifer Heisey, University of Cincinnati Alumni Association, and Director-At-Large for her firsttwo-year term, Carla Willis, Ohio Northern University of Law. Congratulations were extendedto all new board members.Recipients of the CASE V Student Scholarships were introduced – Christianna Luy, TaylorUniversity; Jamie Mills, Purdue University; Laura Niedert, Kent State University and AnnieWright, University of Wisconsin-Madison.Winners of the CASE V Newcomers Fellowships awarded to those new to the field ofadvancement were then introduced. They were: Steve Anderson, University of MinnesotaFoundation, recipient of the Ray Willemain Fellowship; Haruka Wada, Rotary Foundation ofRotary International, recipient of the Vaughn Dann Fellowship; and Stephanie Brown,Northwood University; Katharine Hoffman, The University of Chicago; Kaleena Dale, Rose-Hulman Institute of Technology; Anouk Russell-Gorgemans, The Rotary Foundation of RotaryInternational; Laura St. Marie Jackson, Dominican University and Anne Williamson, Universityof Cincinnati.Jennifer Hamlin-Church of Siena Heights University and the 2005 CASE V DistinguishedService Award winner presented the 2006 award to Ralph Amos of Ohio University.The meeting was adjourned.Respectfully Submitted,Cynthia CashmanSecretary2007 CASE V Conference 27 www.casefive.org

A N N U A LR E P O R TTREASURER’S REPORTFiscal Year 2006-07 Annual MeetingChicago Sheraton Hotel and Towers • December 9, 2007CASE District V continues to operate with a philosophy of responsiblefiscal management and the goal of maintaining a strong financialposition. CASE V ended the 2006-2007 fiscal year with assetstotaling $834,966, a 27.8% increase over the previous fiscal year.CASE V posted a net gain of $182,130 for the year. The improvedfinancial position of CASE V can be directly attributed to revenueincreases of $62,491 and expense reductions of $56,809 for the yearas well as an improved investment portfolio.During the past fiscal year, CASE V’s checking and savings weretransitioned from National City Bank to Citibank. Short-terminvestments in two Certificates of Deposit were transitioned uponmaturity to Chase Bank, Chicago from Old National Bank.CASE V’s long-term investments are part of a pooled investment fundwith other CASE Districts that is managed by Fund Evaluation Group,located in Cincinnati, through CASE Headquarters in Washington, D.C.The investment policy for these funds is determined by the CASEDistrict Chairs Council. CASE Headquarters files all required IRSreports and oversees an annual audit of all council funds.I would like to thank the members of the Financial Review Committeeof the Board of Directors for their work in reviewing District V’s fiscalpolicy and financial statements throughout the year. Their assistanceis invaluable in maintaining District V’s sound fiscal position.CASE District VFINANCIAL SUMMARY7-1-06 thru 06-30-07AssetsCheckingNat City Checking $40,172.27InvestmentsOld National Bank CD $.00District Investment Fund $608,997.00Nat City Savings $81,847.24CD #2 Old National Bank $103,716.30Prepaid expenses $233.85TOTAL ASSETS $834,966.66LiabilitiesCurrent LiabilitiesDeferred Revenue $14,050.00TOTAL CURRENT LIABILITIES $14,050.00EquityMembers’ EquityFund Balance $644,197.21Current Income $176,719.45TOTAL LIABILITIES & EQUITY $820,916.66Shown on this page are the CASE District V Financial Summary andFund Balance for July 1, 2006 through June 30, 2007. Financialstatements for the 2006-2007 fiscal year are available for review atthe Hospitality Desk, throughout the conference.Respectfully submitted,Caryn A. Schultz KormanCASE V TreasurerCASE District V FINANCIAL SUMMARYJuly 1, 2006 – June 30, 2007REVENUEConference Registration Fees $305,051.00Pre-Conference Registration Fees $19,000.00Exhibitor/Consultant Registration Fees $75,110.00Sponsorships $30,921.06Restricted Sponsorships $8,278.94Program Ads $10,000.00Special Event Fees $11,450.00Pride of CASE V Awards Entry Fees $18,810.00Mini-Conference Program $2,200.00Miscellaneous $9,396.56Interest Earnings $35,445.07Investment Gains/Losses $61,353.00TOTAL REVENUE $587,015.63EXPENSESConference Related ExpensesConference Planning and Operations $59,022.84Registration Expense $6,508.66Food & Beverage (Breaks, Breakfasts, Banquet) $97,834.86Other Special Events $9,652.83Announcements & Programs $16,206.08Track Programming $9,620.24Pre-Conference Workshops $4,845.34Newcomer’s Fellowship $3,200.00Exhibitors/Consultants $24,383.78On-Site Operations $84,120.85Open & Close $28,778.38Credit Card Fees $5,618.72Total Conference Related Expenses $349,792.58District Operating ExpensesDistrict Planning & Operations $32,941.77Financial Review Committee $2,312.81Communications/Operations Committee $9,344.60Professional Development Committee $10,331.00Awards & Recognition Committee $4,978.94CASE National Expenses $594.48Total District Operating Expenses $60,503.60TOTAL EXPENDITURES $410,296.18EXCESS REVENUE OVER EXPENDITURES $176,719.452007 CASE V Conference 28 www.casefive.org

2 0 0 7 B O A R D O F D I R E C T O R SAnagnostosBickelChambersDempseyExlineFriedmanHeisey Hobson Hoffman Liebermann ManuelMcGlinchPanettaQuarberg ReaumeRice Schultz Korman Todd WillisZiemianskiPeter K. AnagnostosDirector at LargeExecutive DirectorCleveland State University FoundationKathy BickelDistrict V TrusteeVice President of Outreach and EngagementThe Ohio State University Alumni AssociationBrett ChambersDistrict V LiaisonExecutive Director of Volunteer RelationsCouncil for Advancement and Support ofEducation (CASE)Dawn DempseySecretaryAssistant Dean for College AdvancementFerris State UniversityTeresa ExlineChairAssistant to the President for StrategicCommunication and University SpokespersonIndiana State UniversityAl FriedmanOperations Committee ChairAssociate Director University CommunicationsUniversity of Wisconsin-MadisonJennifer HeiseyDirector at Large/ASAP AdvocateProgram DirectorUniversity of Cincinnati Alumni AssociationJohn HobsonDirector at LargeSenior Vice President and Chief Operating OfficerIndiana University Alumni AssociationAnn HoffmanPride of CASE V Awards Program ChairSenior Editor, News BureauUniversity of Wisconsin-Eau ClaireJeff LiebermannChair, CASE V By Demand programSenior Director of DevelopmentCollege of Liberal Arts and SciencesUniversity of Iowa FoundationEdwardo ManuelDirector at LargeSenior Director, DevelopmentChicago Region and DiversityUniversity of Wisconsin-MadisonCatherine McGlinch2007 Conference ChairExecutive DirectorMinnesota State Colleges and UniversitiesFoundationSarah PanettaDirector at LargeAssociate Chair, Department of DevelopmentMayo ClinicBrad Quarbergadvance EditorAssociate Director, University RelationsUniversity of Wisconsin-La CrosseVicki Reaume2007 Conference Program ChairExecutive Director of Alumni RelationsEastern Michigan UniversityReid RiceASAP CASE V RepThe Ohio State UniversityCaryn A. Schultz KormanTreasurerSenior Associate DirectorUniversity of Illinois Alumni AssociationBarbara ToddChair ElectExecutive Director of Internal CampaignsIllinois State UniversityCarla S. WillisDirector at Large/MembershipPrincipal Gifts OfficerThe University of Toledo College of LawMike ZiemianskiPast ChairDirector of DevelopmentSaint Meinrad School of Theology2007 CASE V Conference 29 www.casefive.org

2 0 0 7 C O N F E R E N C E C O M M I T T E E M E M B E R SMcGlinchAlieschBowenDavisHarmonHudkinsKranzReaumeBaileyCrawfordDeVaultHealyJonesCatherine McGlinchConference ChairExecutive DirectorMinnesota State Colleges and UniversitiesFoundationVicki ReaumeProgram ChairExecutive Director of Alumni RelationsEastern Michigan UniversityFlorence AlieschPublicationsDirector of PublicationsUniversity of Wisconsin-La CrosseMarty BaileyDevelopment Co-ChairAssistant Director of Major GiftsUniversity of MichiganSchool of DentistryTyler BowenResource CenterAlumni DirectorSouthwest Minnesota State UniversitySteve CrawfordAlumni Co-ChairAssociate Director of Alumni AffairsDenison UniversityAngela DavisSession Hosts/EvaluationsAssistant Director, Donor RelationsPurdue UniversitySylvia DeVaultOperations ChairDirector of Alumni and Parent RelationsUniversity of EvansvilleMelanie HarmonCareer Development/Local HospitalityDirector of DevelopmentTri-State UniversityJohn HealyFloor ManagerMajor GiftsSemester at Sea/Institute for ShipboardEducationBrenda K. HudkinsWeb ChairAssociate DirectorKent State University Alumni AssociationDenise JonesRegistrarDirector of Web Services And SupportBall State UniversityInformation TechnologyCarmela KranzAdvancement Services ChairAssociate Vice President of DevelopmentMinnesota Medical FoundationLemaMcCurryMittelstadtQuarbergSpikerTaylorMattyMeyerMulveyRentStephanyTrenchMary LemaFood, Beverage and BanquetAssistant Director, Special Events andAlumni RelationsUniversity of Illinois at ChicagoCollege of MedicineJoseph MattyAlumni Co-ChairExecutive Director, Alumni AssociationNorthern Illinois UniversityRickey McCurryExecutives in ManagementVice Chancellor for InstitutionalAdvancementSouthern Illinois UniversityForrest MeyerCommunications Co-ChairDirector of CommunicationsUniversity of Iowa FoundationKaren MittelstadtCommunications Co-ChairAssistant Director, Communicationsand E-Recruitment, Office ofAdmissionsUniversity of Wisconsin-MadisonKristin MulveyTwo-Year/Independent Schools ChairFoundation Executive DirectorJoliet Junior CollegeBrad QuarbergMarketing Chair/advance EditorAssociate Director, UniversityRelationsUniversity of Wisconsin-La CrosseJ. Allan RentSponsorships & AdvertisingDirector of University MarketingBall State UniversityWilliam J. SpikerNewcomers/Pre-ConferenceVice President for AdvancementBaldwin-Wallace CollegeLynley StephanyAudio Visual ChairDirector of DevelopmentDePaul UniversityMartha TaylorDevelopment Co-ChairVice PresidentUniversity of Wisconsin FoundationMichael TrenchRoundtables ChairChief Development OfficerCollege of DuPage2007 CASE V Conference 30 www.casefive.org

MONDAY

M O N D A YA T - A - G L A N C EMondayMonday Emphasis Sessions7:30-9 a.m. Continental Breakfast FREE!Resource Center — Level 18-9 a.m. RoundtablesResource Center — Level 19:15-10:30 a.m. Emphasis Sessions10:30-11 a.m. Refreshment Break FREE!Resource Center — Level 111 a.m.-12:15 p.m. Emphasis Sessions12:15-1:45 p.m. Committee on Opportunityand Equity (COE) FellowshipLuncheon(Pre-registration required)Columbus Room A/B —Level 312:15-1:45 p.m. Independent SchoolsLuncheon(Pre-registration required)Colorado Room — Level 212:15-1:45 p.m. Two-Year/CommunityCollege Luncheon(Pre-registration required)Mayfair Room— Level 212:30-1:30 p.m. RoundtablesResource Center — Level 12-3:15 p.m. Emphasis Sessions3:15-3:45 p.m. Refreshment Break FREE!Resource Center — Level 13:45-5 p.m. Emphasis Sessions5-6:30 p.m. COE Multicultural ReceptionSuite 30016-10 p.m. ‘CASE V Night on the Town’Boat Cruise(Pre-registration required)Odyssey, Board at Navy PierALUMNI9:15-10:30 a.m.Faculty and Alumni Relations WorkingTogetherSheraton Ballroom I — Level 4Dues Paying ProgramsSheraton Ballroom V — Level 4Etiquette: Is That Fork for Salad, Dessertor Poking Your Neighbor?Sheraton Ballroom III — Level 411 a.m.-12:15 p.m.Alumni Travel ProgramsSheraton Ballroom I — Level 4Alumni Relations and ComprehensiveCampaignsSheraton Ballroom V — Level 4Alumni Relations: A Complex BusinessSheraton Ballroom IV— Level 42-3:15 p.m.Creating Diverse Populations ThroughAlumni Relations: Creating a Business Casefor Affinity GroupsSheraton Ballroom I — Level 4The Future of HomecomingSheraton Ballroom V— Level 4Alumni Associations and Foundation BoardsWorking TogetherSheraton Ballroom IV— Level 43:45-5 p.m.How to Build an Alumni Center: FromSelling the Administration to Hosting theEventsSheraton Ballroom V— Level 4Athletics and Alumni:They Both Need Each OtherSheraton Ballroom IV — Level 4What’s Up for Tomorrow: The Commissionon Alumni RelationsSheraton Ballroom I — Level 4COMMUNICATIONS9:15-10:30 a.m.Why Print in an e-Age?Michigan Room — Level 2The Reality of TV and Film on CampusTodaySuperior Room — Level 211 a.m.-12:15 p.m.Generation Digital: Photography, UniversityMarketing and Young People who KnowEverything When it Comes to PicturesMichigan Room — Level 2Right Brain/Left Brain: Working with theCreative StaffSuperior Room — Level 250 Marketing Mistakes and How to AvoidThem on Your CampusSheraton Ballroom II — Level 42-3:15 p.m.Differentiate to Thrive: Effective PositioningStatementsMichigan Room — Level 2The Communicator and the Gift OfficerShould be Friends: A Model for PartnershipSuperior Room — Level 23:45-5 p.m.Developing, Implementing, and Testing aCampus Crisis Communications PlanMichigan Room — Level 2Tried and True: Testing and Evaluating YourCampaign CommunicationsSuperior Room — Level 2Vodcasting (Video Podcasting) as a StudentRecruitment ToolHuron Room — Level 22007 CASE V Conference 32 www.casefive.org

M O N D A YDEVELOPMENT9:15-10:30 a.m.Alumni Career Networking: A Party witha PurposeChicago Ballroom VI — Level 4The Practices of Flourishing FamiliesChicago Ballroom VII — Level 4Technology and Research: Enhance yourDevelopment Program’s Focus andEffectivenessChicago Ballroom IX — Level 411 a.m.-12:15 p.m.A Recipe for Conflict: How Donors,Development Professionals andVolunteers all Look at DevelopmentDifferentlyChicago Ballroom VI — Level 4Uncovering the Millionaire Next Door ...on Your Campus!Chicago Ballroom VII — Level 4Building Lifetime Donor Relations:Lessons From ResearchChicago Ballroom IX — Level 42-3:15 p.m.Integrating Alumni Relations withFront-Line Development OfficersChicago Ballroom VI — Level 4Getting Face to Face With ProspectsChicago Ballroom VII — Level 4A Conversation with Donors:Discernment, Decisions and DevelopmentChicago Ballroom IX — Level 43:45-5 p.m.Transformational Gifts: ReshapingPhilanthropy EverywhereChicago Ballroom VI — Level 4Family Philanthropy: A Growing TrendAffecting Higher EducationChicago Ballroom VII — Level 4Demystifying Relationship BuildingAmong Ethnically Diverse GroupsChicago Ballroom IX — Level 42-YEAR COLLEGES/INDEPENDENT SCHOOLS9:15-10:30 a.m.Research Fundamentals for Non-ResearchersHuron Room — Level 211 a.m.-12:15 p.m.Develop a Student Alumni AssociationHuron Room — Level 212:15-1:45 p.m.Enrollment Using Creative MarketingStrategies — Independent SchoolsLuncheon (Pre-registration required)Colorado Room — Level 2Leading with Gusto: A President's Rolein Supporting the AdvancementFunction — Two-Year/CommunityCollege Luncheon (Pre-registration required)Mayfair Room — Level 22-3:15 p.m.The Impact of Emotional Intelligence onDonor GivingMissouri Room — Level 23:45-5 p.m.Turning Research into ActionableMarketing StrategiesMayfair Room — Level 2ADVANCEMENT SERVICES9:15-10:30 a.m.The Making and Management of Money:Understanding Investment Banking,Private Equity and Hedge FundsMayfair Room — Level 211 a.m.-12:15 p.m.Evaluating Results — Strategic Analysisof Your Fundraising ProgramMissouri Room — Level 22-3:15 p.m.Prospect Strategy: Achieving aSuccessful PartnershipErie Room — Level 23:45-5 p.m.Coordinating Effective Cultivation andStewardship EventsErie Room — Level 2EXECUTIVES IN ADVANCEMENT9:15-10:30 a.m.Leadership Transitions: Maintaining YourConstituents’ Confidence During Times ofChangeChicago Ballroom X — Level 411 a.m.-12:15 p.m.Performance Measures: How do you Knowyou are Getting the Job Done?Chicago Ballroom X — Level 42-3:15 p.m.Alumni Associations and FoundationBoards Working TogetherSheraton Ballroom IV— Level 43:45-5 p.m.Donor Records: Financial Reporting andMaintenanceChicago Ballroom X — Level 4WEB9:15-10:30 a.m.Embracing Web 2.0 and New MediaCommunicationsOntario Room — Level 211 a.m.-12:15 p.m.Extreme Makeover: Student NewsletterGoes Underground To Get NoticedOntario Room — Level 22-3:15 p.m.Writing Right for the Web: Engage YourVisitors and Improve Your SearchEngine VisibilityOntario Room — Level 23:45-5 p.m.Making Online Networks Work for YouOntario Room — Level 22007 CASE V Conference 33 www.casefive.org

M O N D A YMonday Morning Roundtables — 8-9 a.m. • Resource Center — Level 1TABLE 1DEVELOPMENTBuilding Donor EducationPrograms for Women— Patricia “Trish” Jackson, VicePresident for Advancement, SmithCollegeTABLE 2COMMUNICATIONS, EXECUTIVES INADVANCEMENTYikes! We Have to Plan anInauguration. Tips to GetStarted.— Pat Kerrigan, Vice President,Communications and Marketing,Viterbo UniversityTABLE 3DEVELOPMENTPromoting Gifts From DonorAdvised Funds— Phil Purcell, JD, CFRE, Vice Presidentof Planned Giving and EndowmentStewardship, Ball State UniversityFoundationTABLE 4DEVELOPMENT, NEWCOMERS,EXECUTIVES IN ADVANCEMENTBusiness Etiquette— Julie Duke, Principal, ProtocolConsulting Group and Senior MajorGift Officer, Development, MichiganState UniversityTABLE 5ALUMNI, TWO-YEAR/INDEPENDENTSCHOOLSLet's Talk About Reaching theNon-Traditional Alums at a Two-Year College— Kelly Myers, Assistant Director ofInstitutional Advancement and AlumniRelations, Joliet Junior CollegeTABLE 6DEVELOPMENT, EXECUTIVES INADVANCEMENTHow to Communicate RealisticAnnual Fund Goals Upward— Greg Bader, Director of the AnnualFund, Denison UniversityTABLE 7EXECUTIVES IN ADVANCEMENTTips for Interviewing forFundraising Staff— Jay E. Nussel, Executive Director ofDevelopment, Manchester CollegeTABLE 8DEVELOPMENT, TWO-YEAR/INDEPENDENT SCHOOLS, EXECUTIVES INADVANCEMENTTo Name, or Not to Name —Let's Discuss Policies— Karen Greene, Vice President ofOperations, Arizona State UniversityFoundationTABLE 9DEVELOPMENTPlanting the Seeds for PlannedGifts — How to Start theConversation— Amy Sajko, Director of Development,Illinois State University - College ofBusinessTABLE 10DEVELOPMENT, EXECUTIVES INADVANCEMENTStrategic Career Options— Erin Hall-Westfall, Senior AssociateDirector, Recruitment and PersonnelPlanning, Office of Development,University of Michigan— Paul Harkins, Director of Major Gifts,Mid-Atlantic, The University ofMichiganTABLE 11EXECUTIVES IN ADVANCEMENTPink Slips and GreenerPastures — What to do WhenYour Boss Says you areThrough!— Mark W. Jones, Vice President forCollege Advancement, St. NorbertCollegeTABLE 12ALUMNI, DEVELOPMENT, STUDENT/ASAPHelping Students BecomeDonors and Volunteers— Nikki Mazelin, Director of Alumni &Parent Programs, Butler UniversityTABLE 13ALUMNIAlumni Club RecognitionPrograms— Ben Paolillo, Senior Director-AlumniClubs, Purdue Alumni AssociationTABLE 14EXECUTIVES IN ADVANCEMENTHelping Your Board Get a MoreConsistent Return From anEndowment Investment Policy— Patrick Brault, Regional Director, WipfliHewins Investment Advisors LLC— Todd Skotterud, Wipfli HewinsInvestment Advisors LLC— Kimera Way, Executive Director ofDevelopment, University of Wisconsin-Eau ClaireTABLE 15DEVELOPMENTGenerating Ideas for an OldAnnual Giving Program Whenyou are New to Your School— Stacy Rungaitis, Manager of AnnualGiving and Events, College of DuPageFoundation2007 CASE V Conference 34 www.casefive.org

M O N D A YMonday Morning Roundtables — 8-9 a.m. • Resource Center — Level 1TABLE 16ALUMNIPicking the Next Level for AlumniEfforts and Getting There— Stephen Rosfeld, Program Manager,University of Cincinnati AlumniAssociationTABLE 17DEVELOPMENTWhat is New in AthleticFundraising?— Brad Bates, Athletic Director, MiamiUniversityTABLE 18DEVELOPMENTABC’s of Writing a WinningGrant Proposal— Bradley Carlson, Consultant, Bradley F.Carlson and AssociationTABLE 19ALUMNI, COMMUNICATIONS, WEBGetting an ROI From NetNetworking— Abe Geiger, Director of Marketing,Affinity CirclesTABLE 20DEVELOPMENTCouples and Family Philanthropy— Double/Triple Your Giving!— Cheryl Altinkemer, Associate VicePresident for Advancement, PurdueUniversityTABLE 21ALUMNICreative Programming for SmallCollege Alumni— Becky Fickel Smith, Director of AlumniRelations, Otterbein CollegeTABLE 22DEVELOPMENTTips for Getting the AppointmentEasier— Shari Rodriguez, Vice President forCollege Relations, St. Mary's CollegeTABLE 23ALUMNI, DEVELOPMENT, TWO-YEAR/INDEPENDENT SCHOOLSRecruiting and RetainingCorporate Volunteers— M. Kathleen Roberts, Assistant VicePresident for Development, The OhioFoundation of Independent CollegesTABLE 24COMMUNICATIONS, EXECUTIVES INADVANCEMENTBranding Your Most ImportantCash Cow— Colleen Murphy, Vice President ofEnrollment & Marketing, HarperCollegeRoundtables sponsored by:Continental Breakfast sponsored by:2007 CASE V Conference 35 www.casefive.org

M O N D A YMonday 9:15-10:30 a.m. Monday 9:15-10:30 a.m. Monday 9:15-10:30 a.m.ALUMNIDevelopmentFaculty and Alumni RelationsWorking TogetherSheraton Ballroom I — Level 4Faculty can provide a way to engage youralumni. Some alumni want to reconnectwith a favorite professor; others areinterested in keeping up with the latestresearch. How do you incorporateengaging and charismatic faculty atalumni events? How do you gain theattention of faculty especially youngfaculty who don’t have connections withalumni?— Pat Regan, Director of Development,Oregon Health and Sciene University— Brenda Herman, Director, RegionalRelations, University of MichiganALUMNIDues Paying ProgramsSheraton Ballroom V — Level 4Funding an alumni program can be tricky.Some institutions may have limitedresources and encourage the alumniprogram to be self-funding. How do youstart a dues paying membership programfrom start to finish? What are theimplications on your campus and alumnicommunity? Discuss how to start a selffundedorganization, different ways ofoperating dues, and obstacles to keep inmind.— Chris Vlahos, President and CEO,Alumni Association, University ofArizona— Kelly Law, Associate Director ofBusiness Development, Kansas State— Robert Miller, Executive Vice President,Sales, AvectraALUMNIDevelopment, Executivesin AdvancementEtiquette: IsThat Fork forSalad, Dessertor Poking YourNeighbor?Sheraton Ballroom III— Level 4Everyone understands that firstimpressions make a difference. But, whatabout second or third impressions?Proper etiquette helps you make a positiveimpression on alumni. Learn tips forsuccess at dinner, how to network andeven topics to avoid!— Julie Duke, Eastern Regional Directorfor Major Gifts, Development, MichiganState University— Donna Ullrich, Principal, ProtocolConsulting GroupCOMMUNICATIONSWhy Print in an e-Age?Michigan Room— Level 2Featuredin CASE VadvanceInstant messaging, Flash, vodcasts, andpodcasts. These communications toolshave replaced printed materials forever,right? Not necessarily, say two Big Tencommunications professionals. SandraBate and Judith Malcolm will discuss theimpact and value of printed materials inan age of new media. They will usesamples from their own institutions andelsewhere to demonstrate advantages ofprinted materials for certain audiencesand messages. The presenters will alsoshare ideas for ways in which traditionalmedia and new media can be combinedfor an optimal communications strategy.— Judith Malcolm, Senior DirectorExecutive Communications, Office ofDevelopment Communications andDonor Relations, University ofMichigan— Sandra Bate, Executive Director,Indiana University FoundationMarketing Group, Indiana UniversityCOMMUNICATIONSThe Reality of TV and Film onCampus TodaySuperior Room— Level 2Cindy Hall of Penn State University willshare tales of Penn State’s recentexperience “hosting” two reality TV serieson its campus. She’ll show clips of PennState “placements” in various non-newsbroadcast media (think Letterman, etc.),and describe PSU’s new venture auniversity film office launched.— Cynthia B. Hall, Assistant VicePresident, University Relations,Pennsylvania State UniversityDEVELOPMENTTechnology and Research:Enhance your DevelopmentProgram’s Focus andEffectivenessChicago Ballroom IX — Level 4Explore how research and the use oftechnology can help developmentdirectors identify, segment, and qualifyprospects; what types of technology canhelp you when you’re on the road; how toeffectively target your efforts on projectbasedpriorities, and streamline yourmanagement of relationships withprospects and donors.— Bob Rickards, Director ofAdvancement Services, St. NorbertCollege— Jennifer McFarland, Director ofDevelopment, University of Wisconsin-Madison School of Education— Jodi Patek, Senior Director ofDevelopment, University of WisconsinFoundationDevelopment track sponsored by:Remember to turn cell phones off as you enter sessions.2007 CASE V Conference 36 www.casefive.org

M O N D A YMonday 9:15-10:30 a.m. Monday 9:15-10:30 a.m. Monday 9:15-10:30 a.m.DEVELOPMENTAlumni Career Networking:A Party with a PurposeChicago Ballroom VI — Level 4Lawrence Tech has developed anintriguing way to serve alumni, bringthem to campus, and help them along thepath of career change in a relaxed,friendly environment. Three times a yearalumni are invited to attend on-campusreceptions with beer, wine, horsd’ouevres, desert and corporaterecruiters. The rules: don’t bring yourresume’, bring “contact cards”, a goodattitude and network with recruiters andfellow alumni in a relaxed atmosphere.The recruiters love it, and alumni leavefeeling grateful, with a renewedconnection to their university.“Networking 101” sessions heldimmediately prior to the reception helpalumni hone their networking skills.Reaching out to alumni who aresuccessful and set in their careers is ano-brainer; helping those who are seekingnew opportunities or who are facing acareer crisis builds a strong level ofaffinity that will serve the institution well.— Dennis Howie, Associate VicePresident for Advancement and ChiefDevelopment Officer, LawrenceTechnological University— Kevin Finn, Dean of Students,Lawrence Technological UniversityDEVELOPMENTThe Practices of FlourishingFamiliesChicago Ballroom VII — Level 4In this interactive session, Charles Collierwill explore the best practices offlourishing families. Through a series ofessential questions, he will show how afamily’s attitude toward and treatment ofmoney can have a profound effect on itswell-being. He will provide fresh insighton how to develop the four basiccomponents that comprise true familywealth: human, intellectual, social andfinancial capital.— Charles Collier, Senior PhilanthropicAdviser, Harvard UniversityEXECUTIVES IN ADVANCEMENTDevelopment, Executives inAdvancementLeadershipTransitions:Maintaining YourConstituents’Confidence DuringTimes of ChangeChicago Ballroom X — Level 4Featuredin CASE VadvanceYou just announced your major campaignand guess what ... the president resigns,the provost leaves ... what do you do?Who do you call? This session willdiscuss damage control in the midst ofchange.— Linda S. Davidson, Vice Chancellor forDevelopment, The University ofTennesseeADVANCEMENT SERVICESDevelopment, Executives in AdvancementThe Making and Managementof Money: UnderstandingInvestment Banking, PrivateEquity and Hedge FundsMayfair Room — Level 2The compensation and bonus structuresassociated with banking, financialservices and investment managementfirms present a unique challenge in tryingto properly analyze and rate givingpotential of those working in theseprofessions. Additionally complex areventure capitalists and hedge fundmanagers - individuals, partners andmulti-investor - who risk big to earn big.Find out how these businesses aresimilar, as well as diverse, and whatresources are available to help youinvestigate and estimate the earnings andpotential of prospects.— Elizabeth Crabtree, Director ofProspect Development, BrownUniversity2007 CASE V Conference 37 www.casefive.org

M O N D A YMonday 9:15-10:30 a.m.TWO-YEAR/INDEPENDENT SCHOOLSDevelopment, Advancement ServicesResearch Fundamentals forNon-ResearchersHuron Room— Level 2“Prospect research” is a term that coversa wealth of activities and ideas, whetherworking with a robust developmentoperation or a one-person shop. In thissession, review some of the basicmethods and resources to identifyprospects or conduct research on anindividual, organization, or group. What todo with the information you find? Then,participate in Q & A, which might rangefrom finding “lost” constitutients tomethods of identifying new prospects.— Christina Pulawski, IndependentConsultantMonday 9:15-10:30 a.m.WEBCommunicationsEmbracing Web2.0 and New MediaCommunicationsOntario Room — Level 2Featuredin CASE VadvanceWith the mass adoption of Web 2.0communication tools (podcasts, blogs,YouTube, iTunes, RSS feeds, socialnetworking sites such as Facebook),discover how to adapt to the changingcommunications landscape. Is a podcast abetter tool for communicating than amailing? What skills do you need to beable to create high quality audio and videocommunications? Renee Basick and AaronRester will provide an understanding ofdeveloping and managing acommunications program thatincorporates audio and video creation, anddistribution over the Internet. Participantswill hear about what technological hurdlesto expect, how to overcome them, and thebest ways to incrementally build anaudio/video communications program on atight budget.— Renee Basick, Interim Director, ChicagoMedia Initiatives Group, The Universityof Chicago— Aaron Rester, Manager of ElectronicCommunications, University of ChicagoLaw SchoolRefreshment BreakResource CenterLevel 110:30-11 a.m.Refreshment Break sponsored by:2007 CASE V Conference 38 www.casefive.org

Mark yourcalendars!34th AnnualCASE VConferenceDec. 14-16, 2008ChicagoSheraton Towers2007 CASE V Conference 39 www.casefive.org

M O N D A YMonday 11 a.m.-12:15 p.m. Monday 11 a.m.-12:15 p.m. Monday 11 a.m.-12:15 p.m.ALUMNIAlumni Travel ProgramsSheraton Ballroom I — Level 4Alumni offices often enter the travelbusiness as a mechanism to keep alumniconnected to the institution. Is youralumni base interested in travelingdomestically or internationally? With awealth of travel opportunities available,what is the best option? Discuss the prosand cons of collaborating with travelcompanies, versus an in-house program.— Becky Fickel Smith, Director of AlumniRelations, Otterbein CollegeALUMNIAlumni Relations andComprehensive CampaignsSheraton Ballroom V — Level 4Your institution is about to launch acomprehensive campaign. Your alumniwill receive countless publications andevent invitations for the campaign. Whatis the role of the alumni associationduring a campaign? How do you keepyour alumni base connected?— Jack Miller, Consultant, Miller Group— Jim Miller, Executive Director, NDSUAlumni Association and FoundationALUMNIExecutives in AdvancementAlumni Relations A ComplexBusinessSheraton Ballroom IV — Level 4Standard practice has been, “Alumniprofessionals friend-raise anddevelopment professionals fundraise andnever the twain shall meet.” Not anymore! An Approach based on a seamlessalumni/development operation maximizesresources and results in more satisfiedalumni and greater fundraising success.Learn about the successes and challengesof making such a model work.— Jill Nilsen, Vice President for ExternalRelations, Eastern Illinois University— Karla Evans, President, Eastern IllinoisUniversity Foundation— Steve Rich, Executive Director, EasternIllinois University Alumni AssociationCOMMUNICATIONSGeneration Digital:Photography, UniversityMarketing, and Young PeopleWho Know Everything When itComes to PicturesMichigan Room — Level 2Back by popular demand, photographerJason Jones will build upon his excitingand captivating 2006 appearance. Today’scollege-bound high school students aremembers of Generation Digital. They’vecreated award-winning MySpace sites.The four-minute video they shot forYouTube has just passed the 3,500-hitmark. What makes you think youruniversity’s Web site — with it’s quaintreferences to “Making a Gift” and “ParentResources” — is going to get theirattention, for even a nanosecond?Prospective college and universitystudents are not just sophisticated when itcomes to Web and print-basedcommunications. They are defining thegenre. Put something in front of them thatyou think the head of marketing will findpretty acceptable and these students arelikely to have some real fun at yourexpense. And nowhere is this more truethan in the photographic images thesebright and innovative kids deal with everyday. In this highly energized, fast-movingpresentation, Jason Jones will use music,humor, and more than 500 photos toemphasize the importance of edgy,relevant photographic material in anythingyou send to Generation Digital.— Jason Jones, Photographer, jonesFoto,inc.Remember to turn cell phones off as you enter sessions.2007 CASE V Conference 40 www.casefive.org

M O N D A YMonday 11 a.m.-12:15 p.m. Monday 11 a.m.-12:15 p.m. Monday 11 a.m.-12:15 p.m.COMMUNICATIONSRight Brain/Left Brain:Working with the Creative StaffSuperior Room — Level 2Talk about herding cats. What happenswhen a left-brain scientist supervises agroup of right-brain creatives? The Officeof University Marketing andCommunications at Eastern IllinoisUniversity is staffed by a team of highlycreative professionals. Their backgroundsin journalism, graphic design andphotography are very much right-braindominant. Their vice president, however,does not know how to add color to Worddocuments. Find out how to bridge thegap and bring creativity together with thedocumented outcomes that make ascientist smile.— Jill F. Nilsen, Ph.D., Vice President,External Relations, Eastern IllinoisUniversity— Stacia Lynch, Director, UniversityMarketing and Communications,Eastern Illinois UniversityCOMMUNICATIONS50 Marketing Mistakes and Howto Avoid Them on Your CampusSheraton Ballroom II — Level 4Hear about some of themost common mistakesmade in marketing andcommunications oncollege campuses. Also,get suggested solutions.Join Xavier Universitymarketing professor Tom Hayes for thisfun, interactive and all-too-real session.Featuredin CASE VadvanceTime will be provided for questions and toshare stories about what you have seengone wrong.— Tom Hayes, Professor of Marketing,Xavier University, and Vice Presidentand Partner, SimpsonScarborough,DEVELOPMENTA Recipe for Conflict:How Donors, DevelopmentProfessionals and Volunteers allLook at Development DifferentlyChicago Ballroom VI — Level 4Based on seven years of qualitative andquantitative research, examine the variousroles of those involved in the developmentprocess and the inherent conflicts that arisefrom their different perspectives. Byunderstanding the different perspectives, itbecomes possible to build a culture ofphilanthropy for the betterment of theinstitution, while creating a positiveexperience for the donor.— Walter Edwards, Executive VicePresident, Advancement Resources— Brad Bundy, Associate Vice Presidentand Campaign Director, MiamiUniversityDEVELOPMENTUncovering the Millionaire NextDoor ... on Your Campus!Chicago Ballroom VII — Level 4With the growth of retirement funds, suchas TIAA-CREF, many of our best prospectsmay be right in our own backyards! In the"The Millionaire Woman Next Door," authorThomas J. Stanley found many of themhappened to be faculty members. Yet, howdo you uncover and work with those whoare among the closest to you? How can acampus campaign assist? Can a communitycampaign be incorporated into a campuscampaign? Cheryl Altinkemer, associate vicepresident at Purdue University and BarbaraNelson, Campus Campaign co-chair, willshare elements of a Purdue campaign thatraised nearly $60 million from faculty, staffand retirees during their recently completed$1.7 billion campaign. She will also shareinsight into working individually with these"hidden" prospects.— Cheryl Altinkemer, Senior Director ofDevelopment, Purdue University— Barbara Nelson, Dean Emerita, and Co-Chair of the Campus ExecutiveCommittee for the Campaign for Purdue,Purdue UniversityDevelopment track sponsored by:2007 CASE V Conference 41 www.casefive.org

M O N D A YMonday 11 a.m.-12:15 p.m. Monday 11 a.m.-12:15 p.m. Monday 11 a.m.-12:15 p.m.DEVELOPMENTBuilding Lifetime DonorRelations: Lessons FromResearchChicago Ballroom IX — Level 4It isn’t uncommon for nonprofits to losearound 50 percent of their new donorsand 30 percent of those that remain, yearon year thereafter. Why is this? Why dodonors stop giving? What concreteactions can your institution take toprevent this from happening? AdrianSargeant will examine the latest evidencefrom donor research and professionalpractice. He will explore key conceptssuch as donor lifetime value,active/passive commitment and thecomponents of a fundraising strategy thathave the greatest influence on supporterretention. And, explore some of themetrics institutions should be using intheir quest for greater loyalty.— Adrian Sargeant, Professor,Philanthropic Studies, IndianaUniversity, Center on PhilanthropyEXECUTIVES IN ADVANCEMENTAlumni, DevelopmentPerformance Measures: How doyou Know you are Getting the jobDone?Chicago Ballroom X — Level 4How do you know if your major giftprogram or alumni program is effective?What are the measures of success? Gethelp framing answers for these and othersimilar questions.— Susan Peirce, Vice President,Campaign, Florida Atlantic UniversityADVANCEMENT SERVICESDevelopment, Executives in AdvancementEvaluating Results — StrategicAnalysis of Your FundraisingProgramMissouri Room — Level 2Benchmarking, metrics, and return oninvestment all measure the value ofprocesses. Discover the best way that youcan show the value and impact ofprospect research to your organization,and have it be meaningful to you and youradministration.— Karen Greene, Vice President ofOperations, Arizona State UniversityFoundationTWO-YEAR/INDEPENDENT SCHOOLSAlumniDevelop a Student AlumniAssociationHuron Room — Level 2Alumni giving has increased significantlyin community colleges. Why not startworking on affinity while students are withyou? Discover how Joliet Junior Collegestarted its Student Alumni Association.Getting students involved and keepingthem involved is the key to alumniphilanthropic support. Joliet JuniorCollege developed new programs such asthe Success Story Series which focuseson alumni telling the story of their journeyat JJC and the reason they are successfulin their field today. Everyone collaboratesfrom faculty, staff, Office of StudentAffairs and alumni.— Kelly Myers, Director of Alumni, JolietJunior CollegeWEBAlumni, CommunicationsExtreme Makeover: StudentNewsletter Goes UndergroundTo Get NoticedOntario Room — Level 2Looking for a student-friendly electronicnewsletter? Check out the extrememakeover performed on a once drab andboring newsletter. Learn how to usephotos, contests, prizes, music, orwhatever it takes to engage studentmembers and get them involved.— Karen McCort, Digital CommunicationsManager, University of Iowa AlumniAssociation— Zack Schmidt, Web Media Developer,University of Iowa Alumni AssociationRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 42 www.casefive.org

M O N D A YFor these three events pre-registration is required.Monday 12:15-1:45 p.m. Monday 12:15-1:45 p.m. Monday 12:15-1:45 p.m.The Independent SchoolsPre K-12 LuncheonIncrease Enrollment UsingCreative Marketing StrategiesColorado Room— Level 2Pre-registration requiredIf your school is currently searching fornew marketing strategies to increaseenrollment then you will enjoy theinnovative ideas that Colleen Murphy willshare with you over lunch. Whatmessages are you sending? Whichdirection are you going? What marketingtools should you use to attract studentsto your school? You will be able to askquestions and share ideas. Don't missthis great opportunity to get some“BRAND” new ideas.— Colleen Murphy, Vice President,Marketing and Enrollment, HarperCollege, Palatine, Ill.Two-year/Community CollegeLuncheonLeading with Gusto: APresident's Role in Supportingthe Advancement FunctionMayfair Room — Level 2Pre-registration requiredIn 2006 Joliet Junior College, thecountry’s oldest community college,hired its first female president, Eugenia(Gena) Proulx. Proulx came to Illinoiswith a clear vision and a plan for thefuture. Through the interview process,she identified missing links between thecollege’s board of trustees and thecollege’s foundation board as it related tothe support and management ofresidential students. In addition, shesensed a lack of fundraising attitudes onthe part of the college’s leadership team,faculty and staff. Hear how this newpresident was successful in building onher resources to strengthen heradvancement program.— Eugenia Proulx, President, JolietJunior CollegeCommittee on Opportunity andEquity (COE)The Committee on Opportunity andEquity promotes the advancement ofmulticultural initiatives to ensure adiverse and safe work environment forthe advancement professional.COE FELLOWSHIP LUNCHEONColumbus Room — Level 3Pre-registration requiredThe annual COE luncheon will featurepanelists Charlotte Johnson, vicepresident and dean of the College atColgate University and Samuel Hancock,assistant to the president for InstitutionalDiversity at the University of Toledo. Bothpanelists have many years of experiencein diversity related subject matter.Johnson, while working at theUniversity of Michigan Law School,served on the core teams responsible fordeveloping legal and communicationstrategies in defense of the university’sadmissions policies. She assisted withformulation of oral arguments to theSupreme Court.See page 8 for more information.2007 CASE V Conference 43 www.casefive.org

N O T E S / C A S EI N F O R M A T I O NCASE INFORMATIONABOUT CASEHeadquartered in Washington, D.C., with offices in London andSingapore, the Council for Advancement and Support of Educationis the professional organization for advancement professionals at alllevels who work in alumni relations, communications, fundraising,marketing and other areas.Today CASE's membership includes more than 3,300 colleges,universities, independent elementary and secondary schools, andeducational associates in 59 countries around the world. Thismakes CASE one of the largest nonprofit education associations interms of institutional membership. We serve more than 51,000advancement professionals on the staffs of our member institutionsand have more than 22,300 professional members on our roster.Acting on its mission to advance and support educationworldwide, CASE officially opened a European office in London in1994 and an Asia-Pacific office in Singapore in 2007. CASE nowhas more than 200 member institutions in the United Kingdom,Ireland, and continental Europe.CASE helps its members build stronger relationships with theiralumni and donors, raise funds for campus projects, producerecruitment materials, market their institutions to prospectivestudents, diversify the profession, and foster public support ofeducation. CASE also offers a variety of advancement products andservices, provides standards and an ethical framework for theprofession, and works with other organizations to respond to publicissues of concern, while promoting the importance of educationworldwide.Council for Advancement and Support of Education, 1307 NewYork Avenue NW, Suite 1000, Washington, DC 20005-4701,202.328.5900, FAX 202.387.4973.STATEMENT OF ETHICSInstitutional advancement professionals, by virtue of their responsibilities withinthe academic community, represent their colleges, universities, and schools to thelarger society. They have, therefore, a special duty to exemplify the best qualities oftheir institutions and to observe the highest standards of personal and professionalconduct.In so doing, they promote the merits of their institutions, and of educationgenerally, without disparaging other colleges and schools.Their words and actions embody respect for truth, fairness, free inquiry, and theopinions of others.They respect all individuals without regard to race, color, sex, sexual orientation,marital status, creed, ethnic or national identity, handicap, or age.They uphold the professional reputation of other advancement officers and givecredit for ideas, words, or images originated by others.They safeguard privacy rights and confidential information.They do not grant or accept favors for personal gain, nor do they solicit or acceptfavors for their institutions where a higher public interest would be violated.They avoid actual or apparent conflicts of interest and, if in doubt, seek guidancefrom appropriate authorities.They follow the letter and spirit of laws and regulations affecting institutionaladvancement.They observe these standards and others that apply to their professions andactively encourage colleagues to join them in supporting the highest standards ofconduct.The CASE Board of Trustees adopted this Statement of Ethics to guide andreinforce our professional conduct in all areas of institutional advancement. Thestatement is also intended to stimulate awareness and discussion of ethical issuesthat may arise in our professional activities. The Board adopted the final text inToronto on July 11, 1982, after a year of deliberation by national and district leadersand by countless volunteers throughout the membership.2007 CASE V Conference 44 www.casefive.org

M O N D A YMark yourcalendars!34th AnnualCASE VConferenceDec. 14-16, 2008ChicagoSheraton Towers2007 CASE V Conference 45 www.casefive.org

M O N D A YMonday Lunch Roundtables — 12:30-1:30 p.m. • Resource Center — Level 1TABLE 1EXECUTIVES IN ADVANCEMENTTips for Interviewing for aDevelopment Officer— Jay E. Nussel, Executive Director ofDevelopment & Campaign Manager,Manchester CollegeTABLE 2COMMUNICATIONS, WEBNew Media: What Works andWhat Doesn't— Debra Kappmeyer, Director ofPublications and Web Design, ViterboUniversityTABLE 3ALUMNI, DEVELOPMENTABC’s of Post-Event Success— Michelle Lian-Anderson, Director,Alumni Relations and Special Events,School of Public Health, University ofMinnesotaTABLE 4WEBPros and Cons in Your DigitalCommunity— Michelle Franzen Martin, AlumniAssociation Communications, WayneState UniversityTABLE 5DEVELOPMENT, EXECUTIVES INADVANCEMENTManaging by Metrics— Alice Barda, Director of Major Gifts,Northwestern UniversityTABLE 6DEVELOPMENT, EXECUTIVES INADVANCEMENTSurvival With few Staff andMany Hats — Discussing Life inthe Small Shop— Sue VanWassenhove, Director ofAlumni Relations & Annual Giving,Ohio Dominican UniversityTABLE 7DEVELOPMENTFace to Face: Best use of TimeWith Donors— Jim Miller, Executive Director, NorthDakota State University DevelopmentFoundationTABLE 8ALUMNI, COMMUNICATIONS, WEBUsing Online Networking toSupport Alumni Relationships— Elizabeth Allen, Assistant Director forCommunications, Caltech AlumniAssociationTABLE 9COMMUNICATIONSUsing Visuals to Bring ReadersInto Your Message— Barbara Wilcox, Assistant VicePresident, University Communications,Aurora UniversityTABLE 10COMMUNICATIONSMoving Your Marketing Plan Upthe Chain of Command Whenthe Next Link Misses the Point— Terry Bush, Executive Director ofMarketing and Communications,Northeastern Illinois UniversityTABLE 11COMMUNICATIONSAdviser or Advisor?: NegotiatingEditorial Quandaries— Larry Anderson, CommunicationsDirector, DePauw UniversityTABLE 12ALUMNI, DEVELOPMENTCalling all Tele-Funders!— Stacy Rooney, Associate Director ofthe Annual Fund, College ofSt. CatherineTABLE 13ALUMNIWhat to do With Non-Functioning Alumni Clubs— Paul Wolansky, Director of AlumniOutreach and Education, OberlinCollege Alumni AssociationTABLE 14ALUMNI, DEVELOPMENT, STUDENT/ASAPGetting Student Affairs StaffEngaged With Fundraising— Amy Sajko, Director of Development,Illinois State University, College ofBusinessRoundtables sponsored by:Remember to turn cell phones off as you enter sessions.2007 CASE V Conference 46 www.casefive.org

M O N D A YMonday Lunch Roundtables — 12:30-1:30 p.m. • Resource Center — Level 1TABLE 15EXECUTIVES IN ADVANCEMENTHow Long do I get to be New? . . .Issues With a Transition— Suzyn M. Price, Vice President ofAdvancement, Illinois Mathematics andScience AcademyTABLE 16ALUMNI, DEVELOPMENTEngaging Volunteers on MultipleLevels: Keeping Both Alumni andDevelopment Happy— Mike Worley, Major Gifts Officer, EastCarolina UniversityTABLE 17DEVELOPMENTUncovering the Dynamics of FamilyPhilanthropy— Ellen Remmer, Vice President, ThePhilanthropic Initiative Inc.TABLE 18ALUMNIAlumni Volunteer Training:Turning it From Blah to Ahh!— Annie Williamson, Program Manager,University of Cincinnati AlumniAssociatesTABLE 19DEVELOPMENT, EXECUTIVES INADVANCEMENTInnovative Planning for Wealth-Creating Industries— Stacy Mitz, Director, CIRCLES Program,Marquette UniversityTABLE 20DEVELOPMENT, EXECUTIVES INADVANCEMENTLet’s Talk About DonorRecognition Events— Christine Alwood, Director ofStewardship and Donor Relations,Central Michigan UniversityTABLE 21EXECUTIVES IN ADVANCEMENTBuilding a Healthy DevelopmentTeam— Debra Engle, Senior Vice President ofDevelopment, Iowa State UniversityFoundationTABLE 22DEVELOPMENT, EXECUTIVES INADVANCEMENTTips and Trends With ManagingCampaigns Outside of ourBackyards— M. Kathleen Roberts, Assistant VicePresident for Development, The OhioFoundation of Independent Colleges2007 CASE V Conference 47 www.casefive.org

M O N D A YMonday 2-3:15 p.m. Monday 2-3:15 p.m. Monday 2-3:15 p.m.ALUMNICreating Diverse PopulationsThrough Alumni Relations:Creating a Business Case forAffinity GroupsSheraton Ballroom I — Level 4As diversity grows within organizations,we must start to evaluate the need forstronger affinity groups. Alumni networksand affinity groups are vital to engagediverse constituencies. In the corporateworld over 90 percent of Fortune 500companies have networks groups. Theseaffinity networks have lead to an increasein ideas as well as productivity. However,in education we sometime question theirvalidity. This session will discuss:1. What are the values of alumni that maywish to build affinity relationshipwithin the organization? Does thatcreate cohesiveness or segregation?2. How does it enhance the businesscase for diverse populations?3. What guidelines are necessary? Dothey support the vision and values ofthe organization? Must they be thesame?4. Is the organization inclusive withintheir constituency?5. How do you build an affinity businessplan?— Rob Henry, Executive Director ofEmerging Constituencies, CASEALUMNIThe Future of HomecomingSheraton Ballroom V — Level 4At many institutions, the homecomingparade, homecoming queen and rivalfootball game are items of the past. But inAmerican culture, these are the items thatdefine the spirit of a college homecoming.Hear how institutions have deviated fromthis traditional methodology to spearheada new and exciting future for“homecoming.”— Nathan Soland, Associate Director, St.Olaf College— Cristie Gryszka, Director of AlumniOutreach and Engagement, OhioUniversity Alumni AssociationALUMNIDevelopment, Executives in AdvancementAlumni Associations andFoundation Boards WorkingTogetherSheraton Ballroom IV — Level 4Alumni and foundation volunteer boardscan be an excellent resource. Utilizingtheir professional skills and institutionalknowledge can help further office_missions. However, these volunteers mayalso have their own agenda. How do youget the most out of your board whilekeeping them on tract? Also, how do theypartner to advance the institution?— Pamela K. Pfeffer, Board President,Southern Illinois University Foundation— Patrick Hundley, Executive VicePresident, Minnesota State UniversityMoorhead Alumni Foundation— Jo Burdick, President, Minnesota StateUniversity Alumni FoundationCOMMUNICATIONSExecutives in AdvancementDifferentiate to Thrive: EffectivePositioning StatementsMichigan Room — Level 2This case-study session will look at howOhio Northern University (ONU) found thepositioning statement that differentiatesthe university’s uniquely authentic value.ONU searched for a simple statement thatcould describe its unique culture and thespecial value delivered to its motivatedstudents. Through a systematic approachof appreciative dialogue, ONU found apositioning statement consistent with itshistory, culture, strategic competenciesand passion for inspiring individualstudents. This case study will explain howONU found a positioning statement that ismore than just another brand: it is a wayof life.— Thomas R. Stevick, Vice President forAdvancement, Ohio NorthernUniversity— James Johnston, Principal, Partnersfor Innovation Inc.Remember to turn cell phones off as you enter sessions.2007 CASE V Conference 48 www.casefive.org

M O N D A YMonday 2-3:15 p.m. Monday 2-3:15 p.m. Monday 2-3:15 p.m.COMMUNICATIONSDevelopment, Executives in AdvancementThe Communicator and the GiftOfficer Should be Friends: AModel for PartnershipSuperior Room — Level 2What is the role of developmentcommunications in major gift fundraising?When do the lines between effectivelycommunicating with major gift prospectsand the work of a gift officer begin to blur,or even vanish? How can major giftofficers best take advantage ofprofessional developmentcommunications resources available tothem? How can a collaborative,cooperative, collegial and productivepartnership be forged between gift officersand communicators? Developmentveterans from these closley related realmsat the University of Iowa Foundation willshare their experiences in extraordinaryteamwork on an $80 million major giftscampaign with global health implications.— Nic Arp, Director, Editorial Services,University of Iowa Foundation— Chris Collins, Director of Development,University of Iowa FoundationDEVELOPMENTA Conversation with Donors:Discernment, Decisions andDevelopmentChicago Ballroom IX — Level 4Donors are the lifeblood of philanthropy.The recent Bank of America study of highnet-worth donors conducted by the Centeron Philanthropy at Indiana Universitysuggested that donors consult fundraisersor other nonprofit staff more than otheradvisers when making charitabledecisions. In this session donors willshare their candid perspectives on thefundraising experience from core values,motivations, characteristics they value in adevelopment officer, to stewardship,recognition, impact and trust.— Eugene Tempel, Executive Director, TheCenter on Philanthropy at IndianaUniversityDEVELOPMENTIntegrating Alumni Relations withFront-Line Development OfficersChicago Ballroom VI — Level 4Achieving a seamless and deliberate planfor advancing prospects from broadertouch points through meaningfulindividual interactions that realize majorgifts has been an area challenging forinstitutional fundraising. From themanagement of volunteer groups (selfsustainingvs. staff-directed) tocommunication (systematic vs.individual), approaches can vary vastlyand work at cross-purposes. Thisdiscussion will offer ideas about howalumni relations and individual gift officerscan together craft a series of meaningfuland positive interactions for prospects atall levels to ensure mutually beneficialdonor and institutional relationships.— Alice Barda, Director of Major Gifts,Northwestern University— Michael Worley, Major Gifts Officer,East Carolina UniversityDevelopment track sponsored by:DEVELOPMENTGetting Face to Face WithProspectsChicago Ballroom VII — Level 4The research is done and you have beenassigned your new prospects. What doyou do next? What every good fund raiserdoes, you make the first appointment!How? Basically, there are only four waysto establish the first appointment - coldcalls (in person), telephoning, volunteerreferral or a letter. In this session we’ll talkabout establishing the appointment usinga combination of appointment settingtechniques, what to do during the call,and how to monitor your success.— James Miller, Executive Director, NorthDakota State University DevelopmentFoundation, North Dakota StateUniversity— Shari Rodriguez, Vice President forCollege Relations, Saint Mary’s CollegeEXECUTIVES IN ADVANCEMENTAlumni, DevelopmentAlumni Associations andFoundation Boards WorkingTogetherSheraton Ballroom IV — Level 4Alumni and foundation volunteer boardscan be an excellent resource. Utilizingtheir professional skills and institutionalknowledge can help further officemissions. However, these volunteers mayalso have their own agenda. How do youget the most out of your board whilekeeping them on tract? Also, how do theypartner to advance the institution?— Pamela K. Pfeffer, Board President,Southern Illinois University Foundation— Patrick Hundley, Executive VicePresident, Minnesota State UniversityMoorhead Alumni Foundation— Jo Burdick, President, Minnesota StateUniversity Alumni Foundation2007 CASE V Conference 49 www.casefive.org

M O N D A YMonday 2-3:15 p.m. Monday 2-3:15 p.m. Monday 2-3:15 p.m.ADVANCEMENT SERVICESDevelopment, Executives in AdvancementProspect Strategy: Achieving aSuccessful PartnershipErie Room — Level 2The development and execution ofprospect strategy occurs because multiplelayers of collaboration and coordinationwithin the development office. Frommanaging the pipeline of new prospectidentification and assignment to targetedprospect review sessions and individualprospect cultivation and solicitationstrategy plans, researchers, developmentofficers and fundraising unit managersmust work together. Collaboration isneeded to forward the goals of theorganization and solicit a large number ofindividuals within a given timeframe andobtain the greatest possible gift frommajor prospective donors. Examine thecomponents of effective prospect strategyat all levels and stages. Discover howworking together in a focused andcollaborative way provides the bestopportunity to achieve optimum results.— Elizabeth Crabtree, Director ofProspect Development, BrownUniversityTWO-YEAR/INDEPENDENT SCHOOLSExecutives in AdvancementThe Impact of EmotionalIntelligence on Donor GivingMissouri Room — Level 2What is your emotionalIQ? Research hasshown that asignificantcorrelation existsbetween the culture ofan organization and a firm’sperformance. Greater performance hasFeaturedin CASE Vadvancealso been verified when the leader of anorganization is emotionally intelligent.Discuss the relationship betweenemotional intelligence, leadership, anddonor giving through the use of researchin various fields. Attendees will alsocomplete a brief emotional intelligencesurvey to determine their emotionalintelligence quotient. Donald Maier willlead an open discussion regarding how toutilize the results to improve developmentefforts.— Donald D. Maier, Assistant ProfessorCollege of Business, University ofSt. FrancisWEBCommunicationsWriting Right for the Web:Engage Your Visitors andImprove Your Search EngineVisibilityOntario Room — Level 2Your Web site navigation is clear. Yourcontent is on target for the interests ofyour audience, but your visitors still aren’treading the content you want them toread. What’s wrong? Your Web site is anonline publication and if the writing styleon your Web site isn’t “Web friendly,”people won’t read the content you publish.Discover key guidelines to use whenwriting for external Web site visitors tobest engage them in their critical firstseconds on your page. And we’ll reviewtop writing tips to increase your visibilityfor better search engine marketing. Afterthis session, you’ll know more about:• How people “read” your Web site;• How to quickly engage your audience;• The difference between “keywords” and“carewords”;• The value and role of a Web editor;• Direct marketing copywriting principlesto use online;• Practical tips for enhancing your Webpages;• Writing to increase your visibility forSearch Engines Marketing.— Bob Johnson, Ph.D., President, BobJohnson Consulting LLCRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 50 www.casefive.org

M O N D A YRefreshment BreakResource CenterLevel 13:15-3:45 p.m.Refreshment Break sponsored by:Monday 3:45-5 p.m.ALUMNIWhat’s Up for Tomorrow: TheCommission on Alumni RelationsSheraton Ballroom I — Level 4A crystal ball ... a magic wand ... a lookinto the future. All alumni professionalswant to know what is around the cornerfor their institution and their constituents.CASE Alumni Relations Commission isworking to take the guess work out ofwhat tomorrow may bring. This interactivesession will highlight trends in theprofession and offer you the chance toshare your perspectives with thecommission.— Curt Crespino, Associate ViceChancellor, Office of Alumni &Constituent Relations, University ofMissouri Kansas CityALUMNIDevelopment, Executives in AdvancementHow to Build an Alumni Center:From Selling the Administrationto Hosting the EventsSheraton Ballroom V — Level 4Many alumni offices long for an alumnicenter, but do not know where to start.Whom do you involve? What data needscollected? Once it is open, how do youmanage the center? Get the answers tothese and more.— Mike Malone, Vice President ofUniversity Advancement, NorthernIllinois University— Ed Shipley, Executive Director AlumniAssociation, Ball State— Amy Button Renz, President and CEO,Alumni Association, Kansas StateMonday 3:45-5 p.m.ALUMNIAthletics and Alumni - They BothNeed Each OtherSheraton Ballroom IV — Level 4Many alumni feel aconnection to theiralma mater throughathletics. How canalumni offices andathletic departmentswork together to benefit theuniversity, in promotion of each other?Both departments need each other andrespect is vital. Discover ways this ispossible.Featuredin CASE Vadvance— Vince Nelson, President and CEO, IowaAlumni Association, University of Iowa— Gary Barta, Athletic Director, Universityof Iowa— Ray Mock, Executive Director AlumniAssociation, University of Miami, Ohio— Steve Rich, Executive Director, EasternIllinois University Alumni Association— Brad Bates, Athletic Director, MiamiUniversity, OhioRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 51 www.casefive.org

M O N D A YMonday 3:45-5 p.m.COMMUNICATIONSDeveloping, Implementing andTesting a Campus CrisisCommunications PlanMichigan Room — Level 2While you can’t predict when a crisis willimpact your campus, you can be prepared.Christopher Simpson is a nationallyrecognized crisis communications expert inhigher education. He is also the author ofthe new CASE book, “Weathering theStorm: Protecting Your Brand in the Worstof Times.” Join Simpson as he talks youthrough the design, implementation, andevaluation of a campus or system-widecrisis communications plan, including howto build your image in advance of a crisis,how to build a crisis team, and how to talkto the media. Simpson will also presentcase studies from Duke University andVirginia Tech, leading to a discussion ofwhat these institutions did well, where theyfailed, and what you can learn from theirexperience.— Christopher Simpson, CEO and Partner,SimpsonScarboroughCOMMUNICATIONSDevelopmentTried and True: Testing andEvaluating Your CampaignCommunicationsSuperior Room — Level 2The private sector and many nonprofits usea wide range of tools to ensure that theircampaigns are successful. Alice Kaderlan,a CASE national conference presenter, willshow you how you can use those tools—from focus groups and online surveys to e-communications—to develop messagesand vehicles that will resonate with donorsand support the fundraising process fromcultivation through recognition. Now withthe YMCA of Greater Seattle, Kaderlanpreviously was with PyramidCommunications of Seattle and Portland.— Alice Kaderlan, Vice President,Communications, YMCA of GreaterSeattleMonday 3:45-5 p.m.COMMUNICATIONSWebVodcasting (Video Podcasting)as a Student Recruitment ToolHuron Room — Level 2Butler University’s College of Businesstook a unique approach last year tofeature their program, the university, theirstudents and their faculty. The goal was toincrease admissions to the college andconnect with those students admitted tothe university, but not yet enrolled. Butlerengaged the consulting firm MediaSauceto develop an interactive video podcastseries that featured two first-semesterfreshmen. It followed them through moveinday, their first classes and until the endof the semester when they participated ina business class competition. See whatapplication this powerful tool might havefor your institution.— Stephanie Judge, Director ofMarketing, Butler University College ofBusiness— Dora Lutz, Account Executive,MediaSauce— Kate King, Marketing Lecturer, ButlerUniversityMonday 3:45-5 p.m.DEVELOPMENTTransformational Gifts:Reshaping PhilanthropyEverywhereChicago Ballroom VI — Level 4The explosion of extraordinary gifts inrecent years is shaping importantprograms at colleges and universitiesacross the continent. This session willfocus on who is making these gifts, whatis motivating the donors, the challengeson campus to transformational gifts andhow development offices will need toadjust to these exceptional donors. Bycombining national trends with real lifeexamples, the session will providepractical advice on how developmentofficers and academic leaders can addressthe challenges and opportunities of thesekey gifts.— Bruce Flessner, Principal, Bentz WhaleyFlessner— Elizabeth Elkas, Associate Dean forDevelopment, School of Medicine,Indiana UniversityDevelopment track sponsored by:2007 CASE V Conference 52 www.casefive.org

M O N D A YMonday 3:45-5 p.m.DEVELOPMENTFamily Philanthropy:A Growing Trend AffectingHigher EducationChicago Ballroom VII — Level 4One of the most significant trends in theworld of philanthropy today is the rapidgrowth of family philanthropy. What arethe motivations for family philanthropy?What are some of the practices andstructures? What is the role of differentgenerations and gender? What impact willfamily philanthropy have on highereducation? One of the nation’s topphilanthropic advisers, Ellen Remmer willsuggest more effective ways to work withfamilies and family foundations to benefityour institution.— Ellen Remmer, Vice President, ThePhilanthropic Initiative Inc.DEVELOPMENTDemystifying RelationshipBuilding Among EthnicallyDiverse GroupsChicago Ballroom IX — Level 4This session will focus on what motivatesminority philanthropists to make gifts.Does it differ from any other group or arethere specific areas of interest thatmotivates their giving? This session willprovide research information highlightedby a panel discussion of philanthropist ofcolor who will discuss their passions withCASE participants.— Floyd Akins, Assistant Vice Presidentfor Principal Gifts, The University ofIowa Foundation, Henry B. TippieCollege of Business— Larry Smith, Director of the ThirdMillennium Initiative, The Center onPhilanthropy at Indiana University— Marilyn Shepherd, Vice President forInstitutional Advancement, FontbonneUniversity— Nate Anderson, Trustee, Eastern IllinoisUniversityMonday 3:45-5 p.m.EXECUTIVES IN ADVANCEMENTDevelopmentDonor Records: FinancialReporting and MaintenanceChicago Ballroom X — Level 4Sarbannes-Oxley, new 990 requirements,document retention...how do we keep upwith all of the changes and effectivelysteward our donors?— Elizabeth Banycky, Treasurer, SouthernIllinois University FoundationADVANCEMENT SERVICESAlumni, Communications, DevelopmentCoordinating Effective Cultivationand Stewardship EventsErie Room— Level 2Determining the best use of staff time andprecious resources are criticalcomponents to all developmentoperations. Discuss the best practices foreffectively coordinating cultivation andstewardship events from intimate dinnersat the CEO’s house to large scale events.Guidance will also be shared fordeveloping protocol for hosts andinvitation lists, creating innovative venuesand more.— Beth Gallant, Director of DevelopmentStewardship, Georgia Institute ofTechnologyMonday 3:45-5 p.m.TWO-YEAR/INDEPENDENT SCHOOLSTurning Research intoActionable Marketing StrategiesMayfair Room — Level 2Learn how one community college usedboth qualitative and quanitative marketingresearch to position and brand themselvesand measure the results. Colleen Murphyand Mike Baracchini will walk you throughthe set up of a comprehensive researchstudy and how that impacted themarketing direction and messages. Theywill show the evolution of that researchand the new marketing strategies over thepast several years.— Colleen Murphy, Vice PresidentMarketing and Enrollment, HarperCollege— Michael Baracchini, Director ofMarketing, Harper CollegeWEBAlumniMaking OnlineNetworks Workfor YouOntario Room — Level 2Featuredin CASE VadvanceOnline networking sites like Facebook,MySpace and LinkedIn are changingrapidly. Though keeping up-to-date withthe latest technologies can seem daunting,the benefits of these third-party servicesare worth investigating. Get a rundown onthe essentials, including an overview ofthe differences between social andbusiness networking, how internalnetworks interact with external globalones, and how these services can be usedto engage alumni, postdocs and students.This session will include a snapshot of theCaltech Alumni Association’s groups onLinkedIn and Facebook, outlining themotivations, benefits and the pitfalls ofthese endeavors.— Elizabeth Allen, Assistant Director forCommunications, Caltech AlumniAssociationRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 53 www.casefive.org

2007 CASE V Conference 54 www.casefive.org

TUESDAY

T U E S D A YTuesdayA T - A - G L A N C E7:30-9 a.m. Continental Breakfast FREE!Resource Center — Level 17:30-9 a.m. Executives in Advancement Breakfast (Pre-registration required)Chicago Ballroom X — Level 48-9 a.m. Roundtables Resource Center — Level 19:15-10:30 a.m. Emphasis Sessions10:30-11 a.m. Refreshment Break FREE! Resource Center — Level 111 a.m.-12:15 p.m. Emphasis Sessions12:30-2:30 p.m. CASE V Grand Luncheon (Pre-registration required)Chicago/Sheraton Ballroom — Level 4Tuesday Emphasis SessionsALUMNICOMMUNICATIONSExecutives in AdvancementBreakfastA Presidential PanelTuesday, Dec. 11, 7:30-9 a.m.(Pre-registration required)Chicago Ballroom X — Level 4Join this special breakfast for networking with otherexecutives in advancement. Don’t miss a special presentationfeaturing a presidents’ panel of CASE V college and universityleaders discussing current opportunities and challenges inhigher education. The panel will be moderated by JohnLippincott, CASE National President— John M. Dunn, President, Western Michigan University— Randall R. Miller, President, Lake Michigan College— John G. Peters, President, Northern Illinois University— Paul C. Pribbenow, President, Augsburg CollegeDEVELOPMENT9:15-10:30 a.m.Campus/Corporate Partnerships andSponsorships: Maximizing ResourcesSheraton Ballroom I — Level 4Technology: It is not Going Away.Learn to Embrace It!Sheraton Ballroom II — Level 4Affinity Groups and Alumni InterestSheraton Ballroom III — Level 411 a.m.-12:15 p.m.Advocacy: Inspiring Alumni to Take a StandSheraton Ballroom I — Level 4Creating Corporate Partnerships ThatLeverage Alumni RelationsSheraton Ballroom III — Level 4The Invisible and Disconnected Lives ofCommuter-Students who Become AlumniSheraton Ballroom II — Level 4ADVANCEMENT SERVICES9:15-10:30 a.m.Prospecting for the CampaignColorado Room — Level 211 a.m.-12:15 p.m.Preparing Your Stewardship Operation fora CampaignColorado Room — Level 29:15-10:30 a.m.Trend SchoolSuperior Room — Level 2Project Management and Tracking Software:Best PracticesErie Room — Level 2Starting at Home: Internal Communicationin ContextHuron Room — Level 211 a.m.-12:15 p.m.The Beloit College Mindset List: CulturalTouchstones That Have Shaped the Lives ofToday’s First-Year StudentsMichigan Room — Level 2Solving the Digital Divide: Managing YourPhotos and Other Digital AssetsOntario Room — Level 2When you Suspect it Isn’t True: EthicalIssues in Communications and MarketingErie Room — Level 2WEB9:15-10:30 a.m.Web Team Success in the ‘Campus’EnvironmentOntario Room — Level 211 a.m.-12:15 p.m.Measuring the Success of Interactive MediaHuron Room — Level 29:15-10:30 a.m.The Art and Science of Making the AskChicago Ballroom VIII — Level 4Capital Campaigns 101: An Introduction toCampaigns for First-timers, CEOs,Volunteers and Support StaffChicago Ballroom IX — Level 4Tele Fund Programs ... Science or Art?Michigan Room — Level 211 a.m.-12:15 p.m.Your Road to the Top: Planning YourCareer PathChicago Ballroom VIII — Level 4Young Donors of Wealth and First-TimeMajor GiftsChicago Ballroom IX — Level 4Raising Money for ScholarshipsChicago Ballroom X — Level 4TWO-YEAR COLLEGES/INDEPENDENT9:15-10:30 a.m.Beginning in Planned GivingMissouri Room — Level 211 a.m.-12:15 p.m.Don’t let Your Board get BoredMissouri Room — Level 2EXECUTIVES IN ADVANCEMENT9:15-10:30 a.m.Contemporary Issues for Advancement LeadersMayfair Room — Level 211 a.m.-12:15 p.m.Key Factors in Alumni GivingMayfair Room — Level 22007 CASE V Conference 56 www.casefive.org

T U E S D A YTuesday Morning Roundtables — 8-9 a.m. • Resource Center — Level 1TABLE 1DEVELOPMENTBalancing Life-on-the-Road WithLife-at-Home— Heather Winfield, Associate Director ofMajor Gifts, Eckerd CollegeTABLE 7EXECUTIVES IN ADVANCEMENTSetting Benchmarks forFundraising Staff— Sarah Z. Panetta, Associate Chair,Department of Development, Mayo ClinicTABLE 13ALUMNIIdeas for Creative Programmingto Reach Young Alumni— Becky Fickel Smith, Director of AlumniRelations, Otterbein CollegeTABLE 2DEVELOPMENT, ADVANCEMENT SERVICESDo You Have a Lock on Your KeyData — Discussing Privacy andSecurity Issues About YourProspects— Elizabeth Crabtree, Director of ProspectDevelopment, Brown UniversityTABLE 3COMMUNICATIONSCommunications in a Time ofCrisis— Mark Rosati, Associate Chancellor forPublic Affairs, University of Illinois atChicagoTABLE 4ALUMNIAlumni as Lobbyists:Building Successful Advocates— Mike Fahey, Director of State Relations,University of Wisconsin AlumniAssociationTABLE 5TWO-YEAR/INDEPENDENT SCHOOLSStrategies for Building PrivatePhilanthropy at a CommunityCollege— Dolores Metzger, Director of Major Gifts,College of DuPage FoundationTABLE 6ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTThe Importance of Policies WillOnly Grow — Let's Talk About Why— Robert A. Rickards, Director ofAdvancement Services, St. NorbertCollegeContinentalBreakfastsponsored by:TABLE 8DEVELOPMENTWhat is Different About YoungMajor Gift Donors?— Sarah Kahrl, Vice President for CollegeRelations, Kenyon CollegeTABLE 9ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTHelping Your Board get a MoreConsistent Return From anEndowment Investment Policy— Patrick Brault, Regional Director, WipfliHewins Investment Advisors LLC— Todd Skotterud, Wipfli HewinsInvestment Advisors LLC— Kimera Way, Executive Director ofDevelopment, University of Wisconsin-Eau ClaireTABLE 10DEVELOPMENTBusiness Etiquette— Donna Ullrich, Principal & Consultant,Protocol Consulting GroupTABLE 11DEVELOPMENTFirst Steps in Starting a PlannedGiving Focus— Bradley Carlson, Consultant, Bradley F.Carlson and AssociatesTABLE 12COMMUNICATIONS, EXECUTIVES INADVANCEMENT, WEBNetworking Your Career . . .the Online Way— Abe Geiger, Director of Marketing,Affinity CirclesRoundtables sponsored by:TABLE 14ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTIs Your Stewardship OperationReady to Support a Campaign?— Beth Gallant, Director of DevelopmentStewardship, Georgia Institute ofTechnologyTABLE 15ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTHow to Prepare forAccountability, Transparencyand Regulatory Compliance— Elizabeth Banycky, CPA, Treasurer,Southern Illinois University FoundationTABLE 16DEVELOPMENT, ADVANCEMENT SERVICESHow to Effectively Put TogetherProspect Lists and ManageYour Portfolio— Jennifer McFarland, Director ofDevelopment-School of Education,University of Wisconsin FoundationTABLE 17DEVELOPMENTStrategies for OvercomingAsk-Phobia— Floyd Akins, Assistant Vice Presidentfor Principal Gifts, University of IowaFoundation, Henry B. Tippie College ofBusinessTABLE 18ALUMNIAlumni: Not Just for PartiesAnymore— Jill Nilsen, Vice President for ExternalRelations, Eastern Illinois University2007 CASE V Conference 57 www.casefive.org

T U E S D A YTuesday 9:15-10:30 a.m. Tuesday 9:15-10:30 a.m. Tuesday 9:15-10:30 a.m.ALUMNICampus/CorporatePartnerships and Sponsorships:Maximizing ResourcesSheraton Ballroom I — Level 4Alumni programming on campus can beexpensive. Catering costs alone canstretch dollars. Combining resources withother departments can provide effectiveprogramming opportunities for alumnioffices. Which departments provide arethe most effective partnerships. How canalumni staffs maximize theseprogramming relationships?— Joseph Matty, Executive Director,Alumni Association, Northern Illinois— Tim Lane, Regional Manager, GooseIsland— Steve Quast, Principal, Q&AALUMNICommunicationsTechnology: It is not Going Away.Learn to Embrace It!Sheraton Ballroom II — Level 4What are some questions to ask whendeveloping a digital community? And justwhat does Facebook have to do withalumni, anyway? Discuss the pros andcons of e-mail forwarding, onlinecommunities and what it takes to stayconnected with alumni.— Annette Levitt, Assistant Director,Illinois State University AlumniAssociation— Michelle Martin, Director ofCommunications, Wayne StateUniversity— Elizabeth Allen, Assistant Director,Cal Tech Alumni AssociationALUMNICommunicationsAffinity Groups and AlumniInterestSheraton Ballroom III — Level 4Many alumni identify with studentorganizations in which they participated.Whether it is a club, sports team orfraternity/sorority, these experiences oftendefine an alum’s experience while going tocollege. These affinity organizationsprovide unique opportunities for reunionsand connecting alumni together. Discusshow to develop affinity programs andwhere to start.— Gwendolyn Perry Davis, Director,Regional Development, MarquetteUniversity— Stacy Mitz, Circles Director, MarquetteUniversity— Charles Ries, Team Leader, MarquetteUniversityCOMMUNICATIONSTrend SchoolSuperior Room — Level 2Come to “Trend School” as we bring tolife the trends and interests of today’syoung generations. Trend School is acomplete immersion into the lives of GenXers and Ys that takes you beyond talkingabout what’s hot and, instead, brings tolife the entertainment, technology, fashion,brands and activities that are shapingtoday’s college students. Trend Schoolprofessor Amanda Freeman is vicepresident of The Intelligence Group/YouthIntelligence. She runs a variety ofconsulting and qualitative researchprojects and is considered an expert inyouth insights and trends. She is also theco-founder of VitalJuiceDaily.com, ahealth and wellness trends daily e-mail.— Amanda Freeman, Vice President, TheIntelligence Group/Youth IntelligenceCOMMUNICATIONSExecutives in AdvancementProject Management andTracking Software: BestPracticesErie Room — Level 2Communications professionals are alwayslooking for the perfect system to track theprogress of and keep scores (if nothundreds) of projects moving along tosuccessful and timely completion. Whatare some of the better projectmanagement software programs availablenow? Carrie Johnson of the --marketingoffice at St. Edward’s University in Austin,Texas, will share the ropes of thiscomplicated but critical function. Johnsonhas presented on this topic at CASE’sdesign institute.— Carrie Johnson, Director of MarketingServices, St. Edward’s UniversityCOMMUNICATIONSExecutives in AdvancementStarting at Home: InternalCommunication in ContextHuron Room — Level 2Where does internal communication fitwithin your overall communications andmarketing plan? What’s the differencebetween internal communication andinternal marketing? How do you maintaincredibility for internal communication?What are the pros and cons of print andelectronic vehicles? How can you bestemploy internal communication strategiesto help manage campus crises? Join thisdiscussion about internal communication,from its strategic role to practicalapplications.— Rae Goldsmith, Vice President,Communications and Marketing,Council for Advancement and Supportof EducationRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 58 www.casefive.org

T U E S D A YTuesday 9:15-10:30 a.m. Tuesday 9:15-10:30 a.m. Tuesday 9:15-10:30 a.m.DEVELOPMENTThe Art and Science of Makingthe AskChicago Ballroom VIII — Level 4Get vaulable assistance in the art andscience of soliciting major gifts. Discovervaluable strategies, tips and techniques formaking the all important major gift ask.Focus on how much to ask for, what to say,overcoming objections and making theclose.— Robert Groves, Associate VicePresident, University of MichiganDEVELOPMENTCapital Campaigns 101:An Introduction to Campaigns forFirst-timers, CEOs, Volunteersand Support StaffChicago Ballroom IX — Level 4Capital campaigns. Everybody seems to bedoing one, planning one, finishing one ortalking about one. So what is all theexcitement about? Whether you work inalumni relations or communications, serveas CEO or trustee, are new to fundraising,or just need a refresher course, here arethe nuts and bolts of campaigning in the21st century. Taught by past facultymembers from the annual CASE CampaignStrategies conference, this workshop willcover the requisite steps toward success,along with the key players, budgetarydemands, decisive moments, unavoidablechallenges, celebratory occasions andmuch more.— Mark Jones, Vice President for CollegeAdvancement, St. Norbert College— Patricia “Trish” Jackson, Vice Presidentfor Advancement, Smith CollegeDEVELOPMENTTele Fund Programs . . .Science or Art?Michigan Room — Level 2Think about your Tele Fund program asboth a science and an art. All Tele Fundsfunction with the same basic concept, buteach is unique. How can you make yourTele Fund program stand out? What sparkdoes your program need to really connectwith your alumna base? Stacy Rooney,associate director of the annual fund atthe College of St. Catherine, will sharewhat has made the College of St.Catherine’s Tele Fund increase totals by 64percent since 2004. Rooney will focus onteam building, employee engagement,negotiating gifts and working withGeneration X. Come ready to share yourown creative ideas!— Stacy Rooney, Associate Director ofthe Annual Fund, College ofSt. CatherineDevelopment track sponsored by:EXECUTIVES IN ADVANCEMENTDevelopmentContemporary Issues forAdvancement LeadersMayfair Room — Level 4A panel of industry experts discuss whatworks, what doesn’t and what’s in storefor tomorrow. David Bass, director offoundation programs and research, TheAssociation of Governing Boards, willfacilitate discussion.— David Bass, Director of FoundationPrograms and Research, Associationof Governing Boards— Rickey McCurry, Vice Chancellor andFoundation CEO, Southern IllinoisUniversity— Jack Miller, President and CEO, TheMiller Group Worldwide LLC— Shari Rodriguez, Vice President,College Relations, Saint Mary’s College— Matt Ter Molen, Associate VicePresident, Northwestern UniversityADVANCEMENT SERVICESDevelopment, ManagementProspecting for the CampaignColorado Room — Level 2Finding prospects for a campaign isalways a priority. Come discoverprocesses for finding the best prospectswith the most effectiveness and efficiency.Even old pros will learn something new!— Karen Greene, Vice President ofOperations, Arizona State UniversityFoundation2007 CASE V Conference 59 www.casefive.org

T U E S D A YTuesday 9:15-10:30 a.m. Tuesday 9:15-10:30 a.m. TuesdayTWO-YEAR/INDEPENDENT SCHOOLSDevelopmentBeginning in Planned GivingMissouri Room — Level 2In these tough economic times, not-forprofitorganizations need to find new waysto engage donors and secure new sourcesof funding. Planned gifts are a great wayto do both. However, many not-for-profitorganizations have yet to explore plannedgiving as a development tool. Plannedgiving can play an important role in yourorganization’s future. Join David Terrill ashe explains how small to medium-sizednonproftis with limited development staffand little experience can develop aplanned-giving campaign. Get practicalideas and user-friendly tools toincorporate planned giving intodevelopment programs quickly and easily.— David Terrill, Director of Gift Planning,Northwest Community HospitalFoundationWEBWeb Team Success in the‘Campus’ EnvironmentOntario Room — Level 2Dealing with deans, directors, facultymembers, vice chancellors and staffers isa daily challenge for a Web team. Gettingall these stakeholders to agree on a Website design is a near impossible task.Pushing for consistent informationarchitecture between departments canquickly turn a Web designer into amoderator. Toss in accessibilityrequirements and branding guidelines,and you often end up delivering a productthat your customer never envisioned anddoesn’t like. Customer interaction canmake or break any Web project. Walkthrough managing customer expectations,creating customer-friendly timelines, andensuring that you (the campus Webexperts) influence how the Web pageslook and function. Observe how acustomer-focused, agency model that canlead to success in the campusenvironment.— Jenny Johnson Wolf, Director, ITSupport and Communications, IndianaUniversity Southeast— Lee Staton, Director, IT Media and WebServices, Indiana University SoutheastRefreshment BreakResource CenterLevel 110:30-11 a.m.Remember to turn cell phones off as you enter sessions.2007 CASE V Conference 60 www.casefive.org

Mark yourcalendars!34th AnnualCASE VConferenceDec. 14-16, 2008ChicagoSheraton Towers2007 CASE V Conference 61 www.casefive.org

T U E S D A YTuesday 11 a.m.-12:15 p.m. Tuesday 11 a.m.-12:15 p.m. Tuesday 11 a.m.-12:15 p.m.ALUMNIAdvocacy: Inspiring Alumni toTake a StandSheraton Ballroom I — Level 4Your institution doesn’t need a full-timeadvocacy director to create a grassrootspolitical network. In fact, the bestadvocacy efforts are integrated intotraditional alumni programming. Learnhow the Wisconsin Alumni Associationidentifies, involves and inspires alumni tosupport the University of Wisconsin-Madison on the state and federal level.— Mike Fahey, Director of State Relations,Wisconsin Alumni AssociationALUMNIThe Invisible and DisconnectedLives of Commuter-StudentsWho Become AlumniSheraton Ballroom II — Level 4For the commuter, student life is verydifferent. While residential students areconcerned with bonding with dorm matesand meeting the gang in the dining hall,commuters are more likely to be fightingfor parking, finding babysitters and neverquite feeling fully a part of the campuscommunity. Their experiences withcampus as commuters will carry into theirfuture relationship with their institution,impacting their willingness to volunteerand their support for their alma mater. Asmore and more students — andsubsequently, alumni — fall into thecommuting demographic, advancementprofessionals are challenged to find newand creative ways to reach out and engagethis unique population. Involving thisconstituency requires a new and modernapproach. In this session, we will explorewho the new commuter is, and how thecommuter differs from residentialstudents and commuter students fromyears past. Learn to think critically aboutthe commuter-student life, and discussstrategies on how best engage theirsupport and involve them in the life oftheir alma mater once they’ve graduated.— Ralph Amos, Assistant Vice Chancellor,Alumni Relations, UCLAALUMNIDevelopmentCreating CorporatePartnerships That HaveLeverage Alumni RelationsSheraton Ballroom III — Level 4Many large corporations haveconcentrations of alumni from the samecollege or university. Discuss how toleverage the relationship to promote yourinstitution and reach out to your corporatebased alumni.— Jeff Wendorf, Vice President,Programs and Outreach, WisconsinAlumni AssociationCOMMUNICATIONSThe Beloit College Mindset List:Cultural Touchstones That HaveShaped the Lives of Today’sFirst-Year StudentsMichigan Room — Level 2Every fall, as thousands of students arriveon college campuses across the country,Beloit College releases its Mindset List tohelp academics understand whatfreshmen know — and what they don’thave a clue about. CASE V is proud topresent one of the creators of the list, RonNief, who will talk about why and how theBeloit College Mindset List was developed,how it is compiled each year, and what itmeans to communications professionalsand others in higher education.— Ron Nief, Public Affairs Director, BeloitCollegeRemember to turn cell phones off as you enter sessions.2007 CASE V Conference 62 www.casefive.org

T U E S D A YTuesday Monday 11:30-2:45 a.m.-12:15 p.m. p.m. Tuesday Monday 11:30-2:45 a.m.-12:15 p.m. p.m. Tuesday Monday 11:30-2:45 a.m.-12:15 p.m. p.m.COMMUNICATIONSWebSolving the Digital Divide:Managing Your Photos and OtherDigital AssetsOntario Room — Level 2Looking for that “killerapp” to help youmanage not only yourburgeoning library ofdigital photos, but also all yourother voluminous digital assets (video,audio, etc.) as well? Two experiencedpublications professionals from twodifferent kinds of institutions share theprocesses they used to arrive at vendorbasedsolutions to one of the most vexingchallenges in publications today.— Susan Warner, Director, Publicationsand Advertising, New York Institute ofTechnology— Lesanne Fliehler, Director ofPublications, Tippie College of Business,University of IowaCOMMUNICATIONSExecutives in AdvancementWhen You Suspect it Isn’t True:Ethical Issues in Communicationsand MarketingErie Room — Level 2Featuredin CASE VadvanceIs it OK to omit key information whentalking with a reporter? To alter a picture tomake it fit the story? To announce a giftthat may not actually be realized? Toexchange editorial space for a donation?The answers may not be as obvious as theyseem. Explore ethical issues incommunications and marketing. Discoverwhat senior communications professionalsshould know about ethics in fundraisingand alumni relations, and bring your ethicalquestions for discussion during thisinteractive session.— Rae Goldsmith, Vice President,Communications and Marketing, Councilfor Advancement and Support ofEducationDEVELOPMENTYour Road to the Top:Planning Your Career PathChicago Ballroom VIII — Level 4Discover how to creatively manage yourcareer from the seasoned developmentprofessionals sitting on the other side ofthe interview table. Revisit some thingsyou thought you knew about careeradvancement and see how different theylook through a hiring manager’s eyes.Consider how to freshen up the “oldstandards” of interviewing, which are notso old after all. Discover what networkingand mentoring really mean, and how touse them to your best advantage.— Chrissi Rawak, Executive Director,Development Recruitment andPersonnel Planning, University ofMichigan— Penelepe (Penny) Hunt, ViceChancellor for Development and UIFSenior Vice President for CampusDevelopment, University of Illinois atChicagoDevelopment track sponsored by:DEVELOPMENTAlumniYoung Donors of Wealth andFirst-Time Major GiftsChicago Ballroom IX — Level 4They’re under 50, wealthy, influential&yetmaking a major gift to their alma mater isa “sometime in the future” proposition.Using an innovative research strategyfrom the retail world, special giftpackaging, and a new affinity program,Kenyon College is attracting dozens ofnew capital and endowment donors forthe first time in its current comprehensivecampaign. Hear a progress and strategyreport from vice president for collegerelations Sarah Kahrl and seniorphilanthropic adviser Pamela Hollie, aswell as research findings that may havevalue for your institution.— Sarah Kahrl, Vice President for CollegeRelations, Kenyon College— Pamela Hollie, Senior PhilanthropicAdviser, Kenyon CollegeDEVELOPMENTRaising Money for ScholarshipsChicago Ballroom X — Level 4Raising private funds for scholarships canbe challenging, yet highly rewarding.Many colleges and universities across thenation are launching major challengecampaigns to raise scholarships based onneed. Learn about how three institutionsraise scholarship funds and engagedonors to ensure access to highereducation to students based on merit andneed.— David Bruns, Assistant Vice Chancellorfor Development, University of Illinois— Robert Burgett, Special Programs,Corporate and Foundation Relations,University of Minnesota Foundation— Jeremy Wells, Vice President forInstitutional Advancement, AugsburgCollege2007 CASE V Conference 63 www.casefive.org

T U E S D A YTuesday 11 a.m.-12:15 p.m.EXECUTIVES IN ADVANCEMENTAlumni, Development, Executives inAdvancementKey Factors in Alumni GivingMayfair Room — Level 2Most research on alumni giving includesonly one or a few institutions wherebyresults cannot be generalized to collegesand universities collectively. To expandupon alumni giving research from anational perspective, the presenterconducted a study that includes chiefdevelopment officers at all 283 Carnegieclassified Doctoral Research Universities.This session will look at what the studyrevealed.— Michael S. Dean, Assistant Dean,Mercer University School of LawTWO-YEAR/INDEPENDENT SCHOOLSDon’t let Your Board get BoredMissouri Room — Level 2Have you studied the theory of how toeffectively leverage the wisdom andcontacts of your board members, but stillfeel that it does not translate into newenergy and direction for your board?Learn some very practical ideas that couldmove your board to the next step ofmaturity: moving from an advisory to afundraising role; actively engagingprospects and donors in the community;building clear expectations for themselves;and evaluating each other against thoseexpectations annually. Keeping your boardbusy will keep them from being bored!— Michael Trench, Chief DevelopmentOfficer, College of DuPageTuesday 11 a.m.-12:15 p.m.ADVANCEMENT SERVICESCommunications, Development, Executives inAdvancementPreparing Your StewardshipOperation for a CampaignColorado Room — Level 2Donor stewardship is often onlyappreciated once a fundraising campaigntakes off and bugs in the system becomereadily apparent. In this practical, tacticalpresentation Gallant will address the mosteffective approach to determining if yourcurrent stewardship systems can supportincreased needs of a fundraisingcampaign. The session begins with takinginventory of your current stewardshipsystems, events and recognition vehiclesso that you can ask the really toughquestions: Will your current systemssupport the new and increased needs acampaign will certainly generate? How willdonor reporting needs change incampaign mode? Will the events forwhich you are responsible shift fromdonor recognition to campaign roll-outsor celebration events? Are you preparedfor these new events in addition to yourother responsibilities? How will youconsistently recognize existing donors andthe new donors generated by a campaign?Do you have adequate staff to support acampaign? Walk away with effectivestrategies for ensuring your stewardshipoperation contributes to campaignsuccess!— Beth Gallant, Director of DevelopmentStewardship, Georgia Institute ofTechnologyTuesday 11 a.m.-12:15 p.m.WEBCommunicationsMeasuring the Success ofInteractive MediaHuron Room — Level 2It’s a growing trend: blogs, socialnetworking sites, specialized news feeds,and podcasts are replacing broadcastmedia and print as people’s first choice fornews and entertainment. Shouldn’t ourmessage be there? Once we’re there, howdo we evaluate our success? Sharingexamples from several higher educationinstitutions, this session will show how tointegrate, and evaluate the success of newcommunication tools, includingTechnorati, Flickr, Del.icio.us, Feedburner,Alerts, and metrics. We’ll discuss settingrealistic goals, weighing the strengths andlimits of each tool, identifying evaluationcriteria, and evaluating success.— Paul Baker, Senior Communicator,Wisconsin Center for EducationResearch, University of Wisconsin-MadisonRemember to turn cell phones off as youenter sessions.CASE V Grand Luncheon • 12:30-2:30 p.m.(Pre-registration required)Sheraton/Chicago Ballroom — Level 4Tickets and conference name badgeswill be required at the door.(See page 11 for more details.)Late checkout available through 3:30 p.m.for all conference registrants.CASE V Grand Luncheonsponsored by:2007 CASE V Conference 64 www.casefive.org

Ohio RoomStaff Dev.CenterHOTEL MAPSSee page 67 for map

Have an idea?To assist the CASE V Conference Planning Committee in identifying topics and speakers forthe 2008 District Conference, suggest presentation topics and presenter suggestions.Please take a moment and complete the form below. You may suggest a topic, a speaker or speakers, or both.Presentation topic________________________________________________________________________________________________________________Recommended emphasis area ________________________________________________________________________________________________________Brief description__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________Suggested presenter(s), their title(s) and institution(s)____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________Recommending person’s nameRecommending person’s e-mail____________________________________________________________________________________________________________________________________________________________________________________________________________This presentation would be valuable to: _____ young professionals _____ senior professionals _____ allPlease return this form to the Registration Desk on Level 1 during the conference, or return by mail no later than Jan. 15, 2008 to:Carmela KranzAssociate Vice President of DevelopmentMinnesota Medical Foundation200 Oak Street, Suite 300Minneapolis, MN 55455Office: 612.626.8481Cell: 612.306.6881Fax: 612.625.5673E-Mail: csk@mmf.umn.eduCASE V • 33RD ANNUAL CONFERENCE • 2007 CONFERENCE PROGRAMPRODUCTION CREDITSEditor: Brad Quarberg, University of Wisconsin-La CrosseWeb design: Jacob VanScoy, St. Olaf CollegePublication design: Florence Aliesch, University of Wisconsin-La CrosseCASE is a registered trademark of the Council for Advancement and Support of Education in Washington, D.C. This trademark is used with permission.2007 CASE V Conference 66 www.casefive.org

RefreshmentTables121119117115113109107Aisle 100302324322320318316314312310308RoundtableSign-UpAisle 300329 426325 422323 420418319 416317 414412313 410311 408406Aisle 400520518516514512510508506Aisle 500626 627523 622521 620517 616515 614513511 610509 608505604503Aisle 600619617615613611609605603716714710708704Aisle 700RefreshmentTables717715713711709705812810808806804Aisle 800CyberCafeSponsor ofthe CyberCafe:MenWomenEmergencyExitRegistration DeskENTRANCEExchangeTablesEmergencyExitWomenMenElev.ChicagoBurgerCompanyResource Center HoursResource Center ExtrasResource CenterLooking for ideas? Want to collaboratewith national leaders in their field?There’s no better place than the RiverExhibition Hall, directly behindConference Registration on theSheraton’s Lower Level. The ResourceCenter is the place for ideas andanswers. Refreshment breaks, prizes andfun will be part of an environmentfeaturing dozens of organizations thatcan deliver products and services to helpyou advance your programs.Sunday, Dec. 9 • 4-7 p.m.5:30-7 p.m. CASE V Opening ExtravaganzaWine and Cheese ReceptionMonday, Dec. 10 • 7:30 a.m.-5 p.m.7:30-9 a.m. Free Continental Breakfast andRoundtables10:30-11 a.m. Refreshment Break12:30-1:30 p.m. Roundtables(Lunch for purchase)3:15-3:45 p.m. Refreshment BreakTuesday, Dec. 11 • 7:30 a.m.-Noon7:30-9 a.m. Free Continental Breakfast andRoundtables10:30-11 a.m. Refreshment BreakCASE V Publications ExchangeIf you’re looking for new ideas or waysto improve existing programs, this is theplace to share and learn. Bring yourcopies of printed materials for display.Others will be available for you to take.Refreshment BreaksOn Monday and Tuesday betweensessions, relax! Come to the ResourceCenter, Lower Level, to enjoy free!refreshments and talk with colleagues,exhibitors and consultants.RESOURCECENTER

E X H I B I T O R SACTION MAILINGBill Vasko; Ellen EarseneauAction Mailing Corp., a full service directmail company, is located in Liberty, MO (asuburb of Kansas City). We specialize inhigh-volume, direct-mail printing on highspeedlaser printers. Our capabilities includemulti-personalized laser, inkjet and offsetprinting, complete lettershop and mailroomservices. For 15 years Action has been aleading producer of direct mail personalizedfundraising packages. “If it involves directmail- TAKE ACTION.”3165 W. Heartland DriveLiberty, MO 64068Phone: 816-415-9000Fax: 816-415-8800www.action-mailing.comBOOTH 521ADVIZOR SOLUTIONS INC.Leveraging Data for Better Decision MakingA variety of schools and universities useADVIZOR software to create highlycollaborative and data-centric decisionmaking processes. ADVIZOR pulls data fromSungard, Datatel, and other systems tocreate rich, interactive dashboards forProspect Identification, PerformanceManagement, Staff Assignment, AlumniRelations, and Executive Metrics. DartmouthCollege found a million dollar donor becausedevelopment managers can now identifymore donors and be more productive. Visitour booth to learn more.1333 Butterfield Road, Suite 280Downers Grove, IL 60515Phone: 630-971-5250Fax: 630-971-5289www.advizorsolutions.comBOOTH 109AFFINITY CIRCLES INC.Jarrod Schwartz; J.R. Becko;Michelle MellardAffinity Circles Inc. is the leading providerof trusted social networks to more than125 organizations. Affinity Circles’ socialnetworking platform enables members tobuild and maintain personal andprofessional connections in a dynamic,trusted online community.701 N. Shoreline Blvd.Mountain View, CA 94043Phone: 650-810-1510Fax: 650-648-0502www.affinitycircles.comBOOTH 604AGILON LLCDavid Best; Amanda MillerAgilon delivers comprehensive solutionsfor institutional advancement that areWeb-based to support remote access forprospect managers and developmentofficers. Agilon s fundraising and fundaccounting systems include donordemographics, prospect management,contributions processing, campaignanalysis and reporting, membershiptracking, events planning and registration,scholarship and endowment management,personalized email and newslettercommunications, with an integratedalumni community Web site that includeson-line giving, events registration, andmembership purchase and renewal.3801 Beverly Road S.W.P.O. Box 9299Cedar Rapids, IA 52409-9299Phone: 319-739-0773Fax: 319-739-0759www.myagilon.comBOOTH 714ALBRECHT & CO./PROFORMARick TapioAlbrecht & Co. is a full-service promotionalproducts advertising agency. Promotionalproducts are used for donor gifts,anniversaries, homecomings/reunions, golfoutings, volunteer gifts, alumni clubs,freshman/senior gifts, etc., buildingrelationships and your brand image withgrads and your community.1030 S. LaGrange Road, Suite 2LaGrange, IL 60525Phone: 708-482-4216Fax: 708-352-5533www.albrecht101.comBOOTH 6052007 CASE V Conference 68 www.casefive.org

E X H I B I T O R SAMERICAN COUNCIL ON EDUCATIONDanielle ShuckraSolutions for Our Future is a nationalproject to increase awareness of the manyways in which American colleges anduniversities serve the public. The keycommunication of the campaign is thatAmerica’s colleges and universities teachthe people who solve the problems andchange the world. The campaign has threemajor goals: to increase awareness of thecontributions of colleges and universitiesto our collective well-being and see thatawareness reflected in public discourse; toincrease support for higher education as apublic policy priority; and to encourageeach campus to be fully engaged indemonstrating and communicating howhigher education meets the needs of oursociety. This project is organized underthe auspices of the American Council onEducation (ACE), a Washington, D.C.,non-profit-based association thatrepresents the full spectrum of Americancolleges and universities, and an advisorycommittee that includes representatives ofcommunity colleges, state colleges anduniversities, independent colleges anduniversities, historically black andHispanic-serving institutions, and otherorganizations and individuals who caredeeply about enhancing the capacity ofAmerican colleges and universities toserve the public and meet societal needs.One Dupont Circle, Suite 800Washington, D.C. 20036Phone: 202-939-9300Fax: 202-833-4762www.solutionsforourfuture.orgBOOTH 113AMERICAN INSURANCE ADMINISTRATORSJim Gallagher; Phil Super; Kathy Laabs;Bernie Kennedy; Katie Iannetta; RonPhillips; Jeff RoedelAmerican Insurance Administrators, a USIAffinity company, is the nation’s largestgroup insurance marketer and administratordedicated solely to alumni associations —now serving more than 300 nationwide,representing more than 13 million alumni.In consultation with each association, wecreate a marketing strategy for a range ofinsurance products that meets specificneeds at the right time.3070 Riverside DriveColumbus, OH 43221Phone: 614-486-5388Fax: 614-486-2728www.aia-online.comBOOTH 505ARIACatherine Winge; Laurie Keene; LeAnn LentzFor over 20 years, Aria has been on theleading edge of creativity in fundraising andmembership programs. As the originators ofhandwritten direct mail (AriaCards) andinnovative phonathon strategies (AriaCalls),Aria has developed and executed thousandsof successful campaigns (stand-alone or asa partner to an in-house program),customized for each organziation. Aria hasassisted its clients in rising to new levels ofparticipation and dollars while buildingrelationships that are critical for futuregrowth.717 West St. GermainSt. Cloud, MN 55346Phone: 800-955-9924Fax: 320-258-2754catherine.winge@ariacallsandcards.comwww.ariacallsandcards.comBOOTH 410ASI-MODULEXTodd Reding; Ben LatimerASI-Modulex is a full-service, planning,design, manufacturing, installation andservice company providing quality interior,exterior and digital architectural signage.1219 Zimmerman Drive S.Grinnell, IA 50112Phone: 641.236.6616Fax: 866.365.6376www.asimodulex.comBOOTH 616AXIOM MARKETINGRick Rappaport; Dan WardAxiom is a full service marketing company.Our Capabilities include:• promotional products and wearables• awards and recognition items• graphic design• printing and production• warehousing and fulfillment & assembly• direct mail• data tracking & reporting624 E Park Ave.Libertyville, IL 60048Phone: 847-362-5656Fax: 847-362-7788www.axmarketing.comBOOTH 7132007 CASE V Conference 69 www.casefive.org

E X H I B I T O R SBANK OF AMERICAMichael Lawson; Dan Symonds;Meredith PrinceBank of America is the largest credit cardissuer in the world and the recognizedleader in affinity marketing. More than5,000 organizations worldwide, including700 collegiate partners, endorse thecompany’s credit cards and relatedproducts and services. Bank of Americaserves more than 54 million consumersand small and middle market businessesas well as large corporations with a fullrange of banking, investing, and assetmanagement and other financial and riskmanagement products and services. Thecompany operates more than 6,100 retailbanking offices, more than 18,500 ATMsand the number one online banking sitewith more than 15 million unique visitorsper month.25900 Science Park DriveBeachwood, OH 44122Phone: 216-545-4436Fax: 216-545-4259www.bankofamerica.comBOOTH 506BENTZ WHALEY FLESSNERMark Marshall; Bruce Dreon;Scott FendleyEstablished in 1983, Bentz WhaleyFlessner is a full-service fundraisingconsulting firm offering counsel for everystep of the advancement process to arange of educational institutions acrossthe continent. For flexible, innovativesolutions addressing the challenges offundraising today, turn to the experts atBentz Whaley Flessner.7251 Ohms LaneMinneapolis, MN 55439Phone: 952-921-0111Fax: 952-921-0109www.bwf.comBOOTH 310BLACKBAUDZan Turvey; Scott Eisenstein;Greg Sheppard; Blake JacobsonBlackbaud is the leading provider ofsoftware and services designedspecifically for nonprofit organizations.More than 15,000 organizations useBlackbaud products and consultingservices for fundraising, financialmanagement, Web site management,school administration and prospectresearch.2000 Daniel Island Dr.Charleston, SC 29492Phone: 800.443.9441Fax: 843.216.6100www.blackbaud.comBOOTH 617BOOKWEARJack Gyr; Dianne NavarroMake a novel impression that’sremembered! Your message, logo andgraphics are on the BookWear® cover.Inside is a surprise gift with your logo(compressed T, backpack, mini-pack,etc.). Every time the gift is used yourmessage is remembered. MailBookWear® like a postcard. Patented, funand effective!1034 Michigan Ave PO Box 232Benzonia, MI 49616-0232Phone: 800-332-3131Fax: 231-882-4211BOOTH 603CAMPBELL & CO.Bruce Matthews; Peter FissingerCampbell & Co. offers strategic counsel inadvancement planning, fundraising,marketing communications and executivesearch.One East Wacker Drive, Suite 3350Chicago, IL 60601Phone: 877-957-0000Fax: 312-644-7100www.campbellcompany.comBOOTH 515CARNEGIE COMMUNICATIONSBeth Kaduboski; Dana EdwardsCarnegie Communications is an innovativemarketing company that helps collegesand universities implementcomprehensive image and brandinginitiatives. Through the use ofsophisticated market research, we developpositioning and creative platforms andcreate and execute powerful marketingplans involving print, interactive and visualmedia.2 LAN Drive, Suite 120Westford, MA 01886Phone: 978-692-2313Fax: 978-692-7518www.carnegiecomm.comBOOTH 418CASELekan Adesioye; Megan Galaida;Freddie CrossCASE is the premier association foradvancement professionals. CASEsupports its member institutions andorganizations by enhancing theeffectiveness of the development, alumnirelations, advancement services,communications and marketingprofessionals who serve them. CASEoffers a variety of advancement products,services and resources.1307 New York Ave. NW, Suite 1000Washington, D.C. 20005Phone: 202-328-2273Fax: 202-387-4973BOOTH 5102007 CASE V Conference 70 www.casefive.org

E X H I B I T O R SCENTRON DATA SERVICESBrenden Stark; Darrel Stark;Linda EnnengaCentron Data Services Inc. provides singlesource direct mail service integratingcomputer processing, laser and offsetprinting, postal sorting and automatedmailing service. Centron’s services allowcustomers to shift project detailmanagement to a qualified and reliableteam. Through outsourcing to Centron,customers can reduce the time it takes toproduce mailings and lower their costwhile improving efficiency. From planningto final production, Centron is a partner inquality with its customers.1175 Devin DriveNorton Shores, MI 49441Phone: 800-732-8787Fax: 231-799-0092www.centrondata.comBOOTH 511CONTRIBUTE.COM/COLLEGENETPaul CaseyContribute.com, a service of CollegeNET,provides custom services to help withyour online fundraising efforts: donations,alumni memberships, event registrations,etc. Along with the custom-built forms,you also receive a powerful set ofadministrative tools to streamline officeworkflow.805 SW Broadway, Suite 1600Portland, OR 97205Phone: 503-973-5200Fax: 503-973-5252www.contribute.comBOOTH 704CURTIS 1000Julie Carlson-Kulla; Tom McCleery;Jed Parks; Frank Hunter; Terry Wilke;David DrexlerCurtis 1000 is a leader in printing, mailingand fulfillment services for colleges anduniversities nationwide, helping theeducation industry build solid, mutuallyrewarding relationships with their alumni.We will examine cost-effective programsfor reaching donors and meet goals andobjectives with effective elements of directmail fundraising techniques designed toget higher response rates and increaseaverage gift amounts.2300 Main St.Hugo, MN 55038Phone: 800-888-6882Fax: 800-964-1433www.curtis1000.comBOOTH 716DIRECTLINE TECHNOLOGIES INC.Martha Connor; Dave Murzi;Bill SchurkampDirectLine Technologies Inc. is a womanownedand managed corporation whichspecializes in cost effective telephonemembership and fundraising campaignsfor colleges, universities and alumniassociations nationwide. Our awardwinning acquisition, upgrade and renewalprograms offer guaranteed results to raisefunds and strengthen relationships. Askabout our unique e-connect services.1600 N. Carpenter Road, Bldg. DModesto, CA 95351Phone: 800-448-1200Fax: 209-491-2091www.directline-tech.comBOOTH 426EFFECTIVE DIGITAL PRESENTATIONSPaul KakertStop by and see our new customizableInternet based fundraising tools. Since 1991we have helped clients throughout thecountry raise over $2 billion and recruitcountless students producing awardwinning fundraising and admissions videos.As master storytellers we depict themessage and visions of our clients throughspectacular imagery and sound.2923 E. 64th St.Davenport, IA 52807Phone: 563-322-9005www.edpvideo.comBOOTH 115ENTERTAINMENT CRUISIESHadley EblenFor groups of 2-2000, EntertainmentCruises’ provides the most unique andentertaining venues offering the best viewsof Chicago’s world-famous skyline.Experience the unmatched elegance ofOdyssey, the casual and contemporaryatmosphere of Mystic Blue, the vibrant funof Spirit of Chicago, or the thrill of a Seadogspeedboat ride.401 E. Illinois St., Suite 310Chicago, IL 60611Phone: 312-321-7620FAX: 312-321-7630www.EntertainmentCruises.com/chicagoBOOTH 416EPIPHANY PRODUCTS LLCKaren Uggen; Richard UggenEPIPHANY PRODUCTS LLC skillfullymanufactures custom laser etched productsto its customers. Timeless works of art arecreated on earth materials such as granite,marble and slate as well as glass and otherproducts.P.O. Box 148Hartford City, IN 47348Phone: 765-499-1494www.epiphany-products.comBOOTH 3222007 CASE V Conference 71 www.casefive.org

E X H I B I T O R SEXPERIENCE INC.Katie Hajjar; Tom RobinsonExperience is the only university-endorsedcareer network bridging the gap betweencollege and the working world. Since1996, we have partnered with universitiesto educate, assist and inspire collegegraduates to launch and leadextraordinary careers. Each year ouraward-winning network connects millionsof candidates from 3,800 colleges anduniversities with more than 100,000employers.Two Faneuil Hall MarketplaceBoston, MA 02109Phone: 617-305-7400Fax: 617-305-7901www.experience.comBOOTH 812GEEGAWS LLCBob Hannah; Cheryl NelsonGeeGaws LLC is in the gift business withlines of wall art reflective of lakes,universities, golf courses and educationalmodels.14517 Lima RoadFt Wayne, IN 46818Phone: 260-637-5885Fax: 260-637-5880www.Lake-art.comBOOTH 810GEICODeedre Daniel; Melissa Powell;Chris Le Master; Tanya BrownGEICO offers low rates, exceptional 24-hour customer service, and high-qualitycar insurance to over 8 million policyholders in the United States. OurPartnership program compensatesorganizations for completed quotes madeby their members and provides anadditional discount off our already lowrates. GEICO also offers insuranceproducts for motorcycles, boats, homesand personal umbrella protection. GEICOis a member of the Berkshire Hathawaygroup of companies. Rated A++ forfinancial stability by A.M. Best Co.5260 Western Ave. - 4TChevy Chase, MD 20815Phone: 301.986.3183Fax: 301.986.2888www.geico.comBOOTH 523GLC CUSTOM PUBLISHINGJohn Cimba; Peggy KaneAt GLC Custom Publishing, we start everycommunications program with a cleanslate, because every client is unique. Nopre-existing templates, no preconceivednotions. Just our best thinking fromminute one. We believe that this is theonly way to build effective solutions foreach company’s individual marketchallenges.900 Skokie Blvd., Suite 200Northbrook, IL 60062Phone: 847-205-3222Fax: 847-564-8197www.glcomm.comBOOTH 422GO NEXT INC.John Weeks; Jeannette Kay; Kurt JohnsonFor over 35 years, Go Next has beendesigning and operating quality, airinclusivetrips at affordable prices thatappeal to all age groups. Your alumni cantake advantage of the savings andconvenience when traveling with a groupwhile also having the flexibility to exploreon their own, or choose from the selectionof optional excursions led by expertguides. Included in the price of the trip isair transportation, hotel accommodations,daily breakfast, transfers and more.8000 West 78th St., Suite 345Edina, MN 55439Phone: 952-918-8900Fax: 952-918-8910BOOTH 412GONSER GERBER TINKER STUHR LLPGuy Adams; Alan ZachariasGGTS was the first firm organizedspecifically to provide comprehensiveadvancement services to colleges,universities, schools and seminaries.Services include: comprehensiveadvancement counsel, campaignreadiness study, campaign counsel andadvancement program audit.400 East Diehl Road, Suite 380Naperville, IL 60563Phone: 630-505-1433Fax: 630-505-7710www.ggts.comBOOTH 8082007 CASE V Conference 72 www.casefive.org

E X H I B I T O R SGRAHAM-PELTON CONSULTING INCKim Gladstone; Lisa GriderWith offices throughout the United States,Graham-Pelton Consulting Inc. is anational leader in fundraising andnonprofit management. Our full-servicefirm specializes in capital campaigns forsecondary and higher educationalinstitutions, as well as healthcare,religious, cultural and social serviceorganizations. Other services providedinclude feasibility/planning studies, boardtraining and development, annual fundmanagement, development assessmentsand prospect screening.401 North Michigan Ave. Suite 1200Chicago, IL 60611Phone: 800-608-7955Fax: 312-840-8201BOOTH 626GRENZEBACH GLIER & ASSOCIATES INC.Dan Lowman; Peter Zeimet;Mary SorrentinoWith more than 40 years experienceserving nonprofit institutions, GrenzebachGlier & Associates, Inc. (GG&A) is aninternational fundraising consulting firmrecognized for industry leadership in allfacets of philanthropic management.Through our continued dedication toadvancing best practices in clientenvironments, GG&A helps nonprofitinstitutions reach sustainable,extraordinary philanthropy.401 N. Michigan Ave., Suite 2800Chicago, IL 60611Phone: 312-372-4040Fax: 312-372-7911www.grenzebachglier.comBOOTH 317HARRIS CONNECTPatrick Russell; Jay Finney;Susan Stewart-KelleyAt Harris Connect, we are dedicated toproviding you with comprehensive,leading-edge solutions: directories in printand on CD; data research services to keepyour data updated more frequently, andcustomized Internet services such ascommunities, online directories, broadcaste-mail, e-commerce and more.2500 Westchester Ave., Suite 400Purchase, NY 10577Phone: 800-326-6600Fax: 914-641-3501www.harrisconnect.comBOOTH 311HONORCRAFT INC.Charles LustigSince 1961 Honorcraft has been creatingsatisfied customers through our designand manufacture of handcraftedrecognition products. While our clientshave come to expect unsurpassed quality,it is our enerring attention to their needsand preferences that provides them theunique advantage of an Honorcraftrelationship.292 Page St.Stoughton, MA 02072Phone: 781-341-0410Fax: 781-341-8460www.honorcraft.comBOOTH 406IDCBradley Carlson; Clark GafkeFor over 30 years, IDC has provideddonor-centered, comprehensive fundraisingservices. Using mail, phone, andInternet, IDC simulates major gift/face-tofacesolicitation, often resulting in gifts of$25,000 or more. IDC partners withschools through off-campus and oncampusprograms.2500 Paseo Verde ParkwayHenderson, NV 89074Phone: 702-450-1000Fax: 702-450-1020www.goidc.comBOOTH 325IMODULES SOFTWAREMike Novosel; Mike McCamoniModules Software designs web-basedapplications for member-basedorganizations to manage and grow privateonline communities. With over 8 millionmembers and more than five thousandhosted communities, we helporganizations build connections betweenits members. An established leader since1999, iModules further raised thestandard with it’s latest release -Encompass - specifically designed toprovide integrated management of onlinecommunities, their constituents’ data anda full-featured content managementsystem.7400 W 132nd #300Overland Park, KS 66213Phone: 913-888-0772www.imodules.comBOOTH 5172007 CASE V Conference 73 www.casefive.org

E X H I B I T O R SINDEPENDENT 529 PLANBarbara Floreth; Nancy FarmerIndependent 529 Plan is a non-profitassociation of over 270 private collegesand universities dedicated to helpingfamilies save for college by offeringprepaid tuition at member institutionsnationwide.700 Rosedale Suite 1620St. Louis, MO 63112Phone: 314-727-0900www.independent529plan.orgBOOTH 627J. MILITO & ASSOCIATES INC.Juddee MilitoTelephone fundraising for religious,independent, private and public academicinstitutions and organizations. Use ourproven and very personal three-dial or sixdialattempt telephone fundraisingservices for annual appeal follow up,additional gift asking and capital campaignclean up. Call or e-mail for details andpricing.1133 Maplegrove Drive N.W.,Suite OneGrand Rapids, MI 49504Phone: 616-453-8711Fax: 616-453-0933juddee@telephonefundraising.netwww.telephonefundraising.netBOOTH 611JESTER CO.Debbie LozoSince 1926, schools across the nationhave trusted their brand and reputation toJester. Although Jester Co. has grownfrom a small family business, it is stillprivately owned and continues to have thesame deep commitment to quality, serviceand dependability. Because we work solelywith educational institutions, you can beconfident we will anticipate your needsand understand your constraints. ChooseJester and choose a partner you can countof for the long term.P.O. Box 38428Greensboro, NC 27438-8428Phone: 336-545-1010Fax: 336-545-0700www.jestercompany.comBOOTH 520KALAMAZOO BANNER WORKS BYCONSORTPetra Jodelis; Judy LittleKalamazoo Banner Works by Consort is afull-service, design oriented, manufacturerof display products. We offer a wideselection of products with an establishedreputation for innovation and durability.2129 Portage St.Kalamazoo, Michigan 49001Phone: 269-388-4532Fax: 269-388-2018www.consort.comBOOTH 329KELLY PRESS INC.Ranae See; Monique CaldwellKelly Press is advancing technology rightalong with the needs of reaching out toyour alumni and donors. We docustomized calendars, personalize printingand revenue generating e-mail templates.4430 Interstate DriveColumbia, MO 65202Phone: 573-449-4163Fax: 573-442-6309www.kellypressinc.comBOOTH 312KELSH WILSON DESIGNFred Wilson; Joanne DeliaFor two decades, Kelsh Wilson has helpedindependent schools, colleges, anduniversities tell their stories withexceptional effectiveness. Strategy,creativity, and impact guide us whencreating admissions and developmentpublications and Web sites.211 N 13th St.Philadelphia, PA 19107Phone: 267-765-0700Fax: 267-765-0400www.kelshwilson.comBOOTH 710KINTERARon Latwis; Stephanie TaylorKintera provides software as a service tohelp organizations quickly and easilyreach more people, raise more money andrun more efficiently. The Kintera Sphere®technology platform empowers “TheGiving Experience,” and features a socialconstituent relationship management(CRM) system, enabling donormanagement, e-mail and communications,Web sites, events, advocacy programs,wealth screening and accounting.9605 Scranton Road, Suite 200San Diego, CA 92121Phone: 858-795-3000Fax: 858-795-3010www.kinterainc.comBOOTH 622LIPMAN HEARNEBeth DrewsLipman Hearne is a national leader innonprofit marketing and communications.Over the course of 35 years, we haveassisted hundreds of colleges, universitiesto understand market needs, build brandequity, achieve enrollment objectives andstrengthen alumni relationships.200 S. Michigan Ave., Suite. 1600Chicago, IL 60604Phone: 312-356-8000Fax: 312-356-4005www.lipmanhearne.comBOOTH 5092007 CASE V Conference 74 www.casefive.org

E X H I B I T O R SMARQUETTE UNIVERSITYKelly HicksMarquette is a Catholic, Jesuit universitydedicated to serving God by serving ourstudents and contributing to theadvancement of knowledge. Our missionis the search for truth, the discovery andsharing of knowledge, the fostering ofpersonal and professional excellence, thepromotion of a life of faith and thedevelopment of leadership expressed inservice to others. We pursue all this forthe greater glory of God and the commonbenefit of the human community. Ourvision is to provide a Catholic, Jesuiteducation that is genuinelytransformational, so our studentsgraduate not simply better educated butbetter people, and to do so with suchexcellence that when asked to name thethree or four best Catholic universities inAmerica, people will include Marquette asa matter of course.Marquette University - UniversityAdvancementP.O. BOX 1881Milwaukee, WI 53201-1881Phone: 414-288-4784Fax: 414-288-1715www.marquette.eduBOOTH 117MARSH ALUMNI SERVICESJo Anne Coughlin; Frank Cella;John Laskowski; Kirsten Zinzer;Drew Scopeelliti;For nearly four decades, Marsh AlumniServices has been a premier provider ofinsurance products and services foralumni associations. We offer a full rangeof product choices: life, health, long-termcare, auto/home, pet and travel insurance.1440 Renaissance DrivePark Ridge, IL 60068Phone: 800-900-9772Fax: 847-803-2553BOOTH 313MARTS & LUNDYTom Thomsen; Scott LangeIt is the successful blending of art andscience that sets Marts & Lundy apartfrom other consulting firms. In fact, it isour experience in the art of philanthropythat allows us to effectively use theinnovative analytic and technology toolsthat are transforming philanthropy.1200 Wall St. W.Lyndhurst, NJ 07071Phone: 800-526-9005Fax: 201-460-0680www.martsandlundy.comBOOTH 709MD DESIGNS BY METAL DECORSabrina Trent; Karen Hembrough;Phil WilsonFor over 45 years, Metal Decor has beenthe industry leader of Donor RecognitionDisplays, Individual Awards and Signage.In order to expand this expertise, we arebranching out and expanding into MDDesigns. MD Designs offers the sameexperience and leadership in therecognition world as well as a new,creative approach to design and customerservice. Whether you are looking forsomething subtle and elegant, or brilliantand spectacular, MD Designs and MetalDecor can create the perfect display tofulfill your desires and fit your budget.2601 Colt RoadSpringfield, IL 62707Phone: 217-523-4565Fax: 217-523-5823www.mddesigns.comBOOTH 308MEYER AND ASSOCIATESAnn Meyer Abdi; Madelene GlomstenSince 1973, Meyer and Associates hasmanaged alumni insurance programs. Weoffer a comprehensive product line thatincludes life, health, long term care, andauto insurance. As a boutique business,we develop client-specific marketingmaterials and are fanatical about customerservice. Try us. We’re big enough to helpyou and small enough to know you.18 Washington Ave.Chatham, NJ 07928Phone: 973-635-7601Fax: 973-635-8986www.meyerandassoc.com/affinityBOOTH 619MONSOON INTERACTIVE - ONLETTERHEADBRANDED E-MAILBill Findley; Tom MartinOnLetterhead Branded E-mail is thepremier email solution in the educationaldevelopment/foundation marketplacetoday! The professional design of yourfully-branded custom templates used withour one-to-one and blast e-mail softwarewill provide a dynamic e-communicationsolution which will greatly improve yourability to build and sustain deep andlasting relationships.360 S. ReynoldsToledo, OH 43615Phone: 419-724-0228 x205Fax: 419-867-4196BOOTH 7152007 CASE V Conference 75 www.casefive.org

E X H I B I T O R SORION WORLDWIDE TRAVELJennifer Barber; David MoayadStruggling to show your relevance andconnect with students before theygraduate? Put your Alumni Associationfront and center by offering them agraduation trip to Europe with OrionWorldwide Travel (OWWT). Specializing ingraduation tour programs, OWWT hasyears of experience in expertly guiding,operating and marketing graduation toursspecifically created to help you build astrong relationship with your newestalumni. Participants will have a fun, safeand hassle free journey through Europecreating memories that will last a lifetimeand all thanks to you, their alma mater.106-A S. Columbus St.Alexandria, VA 22314Phone: 800-946-6998Fax: 703-299-9806www.orionworldwidetravel.comBOOTH 806PASCHAL MURRAY EXECUTIVE SEARCHColette Murray, J.D.Colette Murray leads a firm that has aspecial focus in professional recruitmentfor advancement professionals. The key tothe success of Paschal Murray is theincredible wealth of contacts amongsenior advancement professionalsnationally and the technical advancementsof the firm.82782 Matthau DriveIndio, CA 92201-8594Phone: 760-863-4512Fax: 760-863-4513www.paschalmurray.comBOOTH 513PCI THE DATA CO.Bill Bludworth; Drew ClancyPCI offers a comprehensive suite ofcommunity building services. As a naturalprogression from our core business as theelite data manager for printed and CDROM alumni directories, PCI hasdeveloped SPARK a leading-edge, ondemand,hosted software solution foralumni communities based upon the bestpractices from the best institutions.4835 LBJ Freeway, Suite 1100Dallas, TX 75244Phone: 972-386-0100Fax: 972-774-3284www.publishingconcepts.comBOOTH 508PERFORMANCE ENHANCEMENT GROUPRob Shoss; Tom TroegelThe Alumni Attitude Study (Study) is anongoing national project that assessesalumni perceptions and attitudes towardtheir alma mater. Formed in 2000, theStudy is a cooperative effort amonguniversities and associations to betterunderstand the unique relationship theyhave with their alumni, and to develop anintegrated approach to managing thatrelationship. Administered by PerformanceEnhancement Group Ltd. (PEG Ltd.), theproject involves a unique partnershipagreement with CASE to report andpresent research findings and Studybenchmarks to CASE management andconferences for publication and planningpurposes.2034 LexingtonHouston, TX 77098Phone: 713-527-0078www.alumniaattitudestudy.orgBOOTH 318PURSUANTJason Mitchell; Michael BakerPursuant is a full-service onlinefundraising agency that helpsdevelopment professionals utilize e-mailand the Internet to strengthen theirfundraising programs. This isaccomplished through strategic andcreative development of online fundraisingprograms that generate measurableresults. Pursuant specializes in servingover 100 universities and fraternalfoundations.2600 Technology Drive, Suite 700Plano, TX 75074Phone: 214-440-4000Fax: 214-550-2655www.pursuantgroup.comBOOTH 302RAGAR BANNERS BY DESIGNMyrna Ragar; Mary Merritt;Barbara OllisonRagar Banners are custom designed andmade to order. Our 24 years of experiancein design and production enable us to givecustomers a quality product at acompetitive price. We make table andbooth banners, pole banners and otherinterior and exterior hangings.2018 W. Main St.Sedalia, MO 65301Phone: 660-826-9357Fax: 660-826-9357www.ragar-banners.comBOOTH 8042007 CASE V Conference 76 www.casefive.org

E X H I B I T O R SREAL MAGNET LLCMary Gregory; John IrwinUniversities and colleges use MagnetMail,Real Magnet’s world-class e-mailbroadcast application, to communicatewith students, prospective students, andalumni. With integrated surveys, formsand dynamic content, MagnetMail isideally suited for higher education. Inaddition, it comes with comprehensivetracking reports and Real Magnet’srenowned deliverability — ensuring yourmessages reach your students. Clientsinclude the University of Mississippi,Hamilton College, Colgate University,George Washington University, WesleyanUniversity, University of Utah andMiddlebury College. Real Magnet has alsopartnered with Affinity Circles to provideworld-class e-mail broadcast capabilitiesto higher education social networks.4853 Cordell Ave. PH - 11Bethesda, MD 20814Phone: 301-652-4025Fax: 301-652-7153www.realmagnet.comBOOTH 608RECOGNITION AWARDS CO.Ron Riethman; Eileen RiethmanUnique and inspiring recognition displays,wall of honor and dedication signage tosupport your fundraising goals. Ourcreative and cost effective solutions allowyou maximum flexibility for yourrecognition programs.19 Jackson St.Minster, OH 45865Phone: 877-296-1219Fax: 419-628-3888www.recawardsco.comBOOTH 708RESPOND PRINTINGJack MalmedahlRespond Printing is a national provider oftwo-way mailers, offering an extremelycost effective mail piece for membershipdrives, fundraising and event promotion.496 Old State Rt. 74, Suite 203Cincinnati, OH 45244Phone: 513-528-6727Fax: 513-528-7904BOOTH 420RICHARD HARRISON BAILEY/THE AGENCYRichard Bailey; Laura PolianRichard Harrison Bailey/The Agency offersmarket research, strategic planning andcreative communications solutions that gowell beyond branding ... to coherence SM .121 S. Niles Ave.South Bend, IN 46617Phone: 574-287-8333Fax: 574.-87-5333BOOTH 609ROYLE PRINTING CO.Tamara Koenig; Rob SchmidtWith over 55 years experience in graphicarts, Royle ranks among the top 200printing firms in the country. Fromcomputer-to-plate prepress, heatset weband sheetfed printing, and a suite ofbindery, mailing and distribution services,Royle’s target markets include short-tomediumrun magazines, catalogs andcorporate communications.745 S. Bird St.Sun Prairie, WI 53590Phone: 608-837-5161Fax: 608-825-2735www.royle.comBOOTH 613RUFFALOCODYMark Rountree; Bart Showalter;Sarah Kleeberger; Heather Albrecht;Duane JasperRuffaloCODY is the direct marketingleader serving the offices of enrollmentmanagement, annual giving and plannedgiving. RuffaloCODY has served thiscommunity for 15 years and we arepartnered with more than 500 institutions.• Annual giving services: off-campuscalling programs, on-campusmanagement of your studentphonathon, phonathon automation withCAMPUSCALL, and phonathon trainingand consulting.• Planned giving services: identificationand cultivation of planned givingprospects.• Enrollment management services:search, qualification and managementof on-campus student telecounselingprograms.65 Kirkwood North Road S.W.Cedar Rapids, IA 52404Phone: 319-362-7483Fax: 319-362-7457www.ruffalocody.comBOOTH 6102007 CASE V Conference 77 www.casefive.org

E X H I B I T O R SSHERMAN CREATIVE PROMOTIONS INC.Bruce Sherman; Carol ShermanSherman Creative Promotions is a fullservicepromotional products company.We are promotional consultants dedicatedto helping our clients build alumni anddonor loyalty, improve employee and staffperformance and expand advertisingexposure through the use of creativepromotional products that properlyconvey your university’s image. Imprintedand embroidered clothing (tees, sweats,polos, jackets and caps) can help developa sense of pride and loyalty among yourstaff, employees, students and alumni.Elegant laser engraved and etched awardscan help provide recognition to specialindividuals for achievement and donorsupport. College fairs, showcases, golfoutings and other marketing eventsprovide perfect opportunities to distributeaccessories and giveaways to keep youruniversity’s name in the public eye. Wehave over 700,000 creative items topromote your university’s image.5500 Market St., Suite 209Youngstown, OH 44512Phone: 800-313-5124Fax: 330-783-1130www.shermancreative.comBOOTH 620SNAVELY ASSOCIATES LTD.J. Lawrence Snavely; Chris SnavelyConnect. Engage. Inspire. That’s what wedo. Since 1982, Snavely Associates hasbeen partnering with educational clients toplan and develop compelling print,interactive, and video communicationssolutions. We give your development andadmissions staff, your leadership, andyour volunteers the tools they need fordynamic fundraising, friend-raising andrecruitment efforts.300 S. Allen St., Suite 401State College, PA 16801Phone: 814-234-3672Fax: 814-234-3786www.snavelyassociates.comBOOTH 408SP DIRECTStan Guimont; Chris BotzSP Direct is a state-of-the-art printer witha fully automated letter shop andprofessional graphic design department.With all these services under one roof, weare the one-stop shop for smart and savvynon-profits that need the convenience ofsingle contact for their direct mailprojects.249 33rd Ave. S.Waite Park, MN 56387Phone: 320-251-1539Fax: 320-251-6755BOOTH 711STAMATS INC.Chris MuellerEvery year more than 100 colleges anduniversities trust the team of integratedmarketing professionals at Stamats to helpthem identify, communicate, and keeptheir brand promises. Stamats’ servicesinclude research, consulting, publications,interactive media, search solutions, andadvertising. Stamats. Promises kept.615 Fifth St., SEP.O. Box 1888Cedar Rapids, IA 52406-1888Phone: 319-364-6167Fax: 319-365-5421www.stamats.comBOOTH 119SUNGARD HIGHER EDUCATIONPam Rollins; Bill Kavan; Donna FreddolinoSunGard Higher Education providesproducts and services to more than 1,600institutions worldwide, helping themmeasurably improve their performance.Bringing together people, processes andtechnology. We work with colleges anduniversities to help them strengthenperformance through improvedconstituent services, increasedaccountability and better educationalexperiences.4 Country View RoadMalvern, PA 19355Phone: 800-223-7036www.sungardhe.comBOOTH 503TARGET ANALYSIS GROUPJill Minsky; Debby KerrTarget Analysis Group offers businessintelligence and analytic solutions createdexclusively for non-profit fund raising. Weprovide performance benchmarking, datamining and predictive modeling servicesdesigned to help organizations acquirenew contributors, maximize donorparticipation and improve fund raisingefficiency. Our clients include leadinguniversities, public broadcasting stations,museums and international as well asnational health and social serviceorganizations.1030 Massachusetts Ave.Cambridge, MA 02138Phone: 617-583-8400Fax: 617-354-0895www.targetanalysis.comBOOTH 414TELECOMP INC.Kathleen Pavelka; Teresa BianchiSince 1986 Telecomp has provided qualitytelephone outreach programs for a widerange of educational institutions includingPace University, University of California,San Francisco, Lynchburg College andmany others. Telecomp has a broad baseof experience to draw from as we designeach program uniquely for each client.Whether your need is annual giving, thegeneral gifts phase of a capital campaignor meeting a Kresge Challenge, weconstantly evaluate new methods thatallow our clients to realize greater results.We will work as your partner with a clearmission to build a successful programthat will exceed your expectations. CallTelecomp today to learn how todramatically and cost effectively increaseyour fundraising success.3375 Brighton Henrietta TownLine RoadRochester, NY 14623Phone: 585-272-1160Fax: 585-272-1991www.telecomp.orgBOOTH 7172007 CASE V Conference 78 www.casefive.org

E X H I B I T O R STHE CENTER ON PHILANTHROPY ATINDIANA UNIVERSITYMaggie Bowden; Heather Perdue;Eva Aldrich; Dr. Eugene Tempel;Maria MandelThe Center on Philanthropy at IndianaUniversity is a leading academic centerdedicated to increasing understanding ofphilanthropy, improving its practice andenhancing participation in philanthropythrough research, education, training,public service and public affairs programsin philanthropy, fundraising, donoreducation, and nonprofit management. Anational and international resource, theCenter offers degree programs, onlinecourses, fellowships in philanthropy andnonprofit management, fundraisingtraining through The Fund Raising School,executive leadership programs and aphilanthropic studies library and archives.550 West North St., Suite 301Indianapolis, IN 46202-3272Phone: 317-274-4200Fax: 317-684-8900www.philanthropy.iupui.eduBOOTH 319THE STELTER CO.David MahoneyThe Stelter Co., leading source for giftplanning marketing for nonprofits, serves1,800 clients nationally. Services include:gift planning direct-mail marketingprograms; interactive gift planning Webproduct; e-marketing solutions;Relationship Building Workshop®;Essentials for Gift Planning Success®seminar, gift planning assessment/strategic plan; testimonial writing; on-siteprinting/mail processing facilities.10435 New York Ave.Des Moines, IA 50322Phone: 800-331-6881Fax: 515-278-0578www.stelter.comBOOTH 615UNIVERSITY OF MICHIGANErin Hall-Westfall; Chrissi RawakThe University of Michigan, with campuses inAnn Arbor, Dearborn and Flint, is delighted tohave met The Michigan Difference Campaign$2.5 billion overall goal. We’ll be focused onraising funds for a number of unmet goals inthe remaining months of the campaign. Tobuild our exceptional staff, U-M offers excitingcareer challenges, a collaborative environmentand the resources staff need to excel.Consistently ranked amongst the best publicinstitutions in the county, Michigan is avibrant community of intellectuallyadventurous students, dedicated staff andrenowned faculty who live and learn in anenvironment of limitless possibilities. Stop by,learn more and choose Michigan!3003 S. State St., Suite 9000Wolverine TowerAnn Arbor, MI 48109-1288Phone: 734-647-6000www.giving.umich.edu/careers/index.htmlBOOTH 314UNIVERSITY PUBLISHING CORP.Dennis CampbellUniversity Publishing Corp. produces printand online alumni directories for colleges,professional schools, fraternities, sororities,and secondary schools. Our “no cost”programs provide attractive, accurate andaffordable directories to alumni withoutannoying them with telemarketing calls.Prospect rankings, along with databaseresearch and maintenance, enhancefundraising. By offering directories in print, onCD and formatted for the Web, UPCrepresents the best value for alumni andalumni offices.310 S. Washington St.Bloomington, IN 47401Phone: 800-457-4435Fax: 812-339-8981www.universitypublishing.netBOOTH 705US BANKStan Cochran; Thomas O'Neill; Joe JanzU.S. Bank is the sixth largest financialservices company and one of the top 10Visa credit card issuers in the UnitedStates. U.S. Bank participates in allaspects of the payment industry includingconsumer and business credit, debit andpre-paid cards, corporate, and purchasingcard services, consumer lines-of-creditand ATM and merchant process. U.S.Bank is also a very active co-brand andaffinity card issuer.111 Sandy DriveNewark, DE 19713Phone: 302-733-7500www.affinitycards.usbank.comBOOTH 514VISIONMARK INC.Lori Heineman; Joe RudyVisionMark has provided customrecognition solutions and products forover 50 years. Our product capabilitiesinclude donor recognition displays, hallsof fame, interactive and electronicdisplays, named room signs and plaques.VisionMark also provides a complete lineof services such as design, projectmanagement, in-house fabrication andinstallation. At VisionMark, we createrecognition systems that inspire, motivate,and challenge people to reach beyondtheir imagination.232 S. Ohio Ave.P.O. Box 4456Sidney, OH 45365Phone: 937-492-2510Fax: 937-492-2952www.visionmark.comBOOTH 3162007 CASE V Conference 79 www.casefive.org

E X H I B I T O R S / C O N S U L T A N T SWEALTHENGINE.COMVicki Clausen; Ben SicnolfUse WealthEngine for prospect researchto better qualify donors. Reviewdonor/prospect lists with FindWealthScreening Services. Research individuals,companies or foundations with FindWealthOnline. WealthEngine products are simple,fast and secure: whether you screenthousands of records or one person youalways get the best data (25+ databases),best service and best value.4339 Montgomery Ave.Bethesda, MD 20814Phone: 310-215-5980Fax: 301-215-5987www.wealthengine.comBOOTH 320WILSON-BENNETT INC.Todd Smith; Rob SchlittsAt Wilson-Bennett Inc. we understand thatphonathons are vital to the future of everycollege and university’s annual fund. Ouraspiration is to help as many institutionsas possible with our unique approach tothe phonathon program. The spirit of yourinsitution lives through its alumni andparents and is carried on with currentstudents. Wilson-Bennett Inc. will workwith both of these essential members ofyour community to preserve the future.109 East Center Ave.Searcy, AK 72143Phone: 501-268-3979Fax: 501-268-5304www.wilsonbennett.comBOOTH 518YOURMEMBERSHIP.COMDesiree UgoYourMembership.com is the completeonline member community for schools ofall sizes. Features include: memberdirectory with social networking, eventregistration and ticketing, chapter/grouphomepages, secure donations/store/dues,live forums, real-time data importing/exporting, mass-e-mailing, career/volunteer center, surveys, photo galleries,custom content and much more.300 First Ave. S., Suite 300St. Petersburg, FL 33701Phone: 727-827-0046Fax: 727-827-3940www.yourmembership.comBOOTH 614Z-CARD NORTH AMERICAJeff Owens; Claudy RomanThe Z-CARD®, is the most powerful printtool available in today’s marketplace and itis truly unique. This patented productgives you the opportunity to get yourmessage across in a distinct and invitingway. This simple and effective tool grabsattention and keeps it long past the initialpoint of contact.39 Broadway, 32nd FloorNew York, NY 10006Phone: 212-797-3450 x225Fax: 212-797-1530www.zcardna.comBOOTH 323ConsultantsJOHNSON, GROSSNICKLE ANDASSOCIATESTed Grossnickle; Kris KindelspergerJohnson, Grossnickle and Associates(JGA) partners with clients to achieve theirgoals. JGA is a full-service consulting firmspecializing in development audits,feasibility studies, and capital campaigns.The JGA team doesn’t work from a patternor formula. We act as guides inphilanthropy, helping both non-profitorganizations and foundations ask theright questions and find the right answers.Responsive, personalized, results-orientedservice is our top priority.29 South Park Blvd.Greenwood, IN 46143Phone: 317.215.2400Fax: 317.215.2401www.jgacounsel.comLIBERTY MUTUALMike CraigLiberty Mutual’s Group Savings Plusprogram offers valuable membershipbenefits at no cost to you. You’ll provideyour alumni with a convenient way toobtain excellent insurance coverage withmember discounts.175 Berkeley St., MS O2KBoston, MA 02116Phone: 617-357-9500Fax: 617-574-5941www.libertymutual.com/lm/groupsavingsplus2007 CASE V Conference 80 www.casefive.org

How do wedetermine thewealth baseamong ouralumni?Turn to the experts. Whether you needto identify prospects, benchmark dollargoals, build systems, evaluate economiccircumstances, boost donor commitment,or launch a new and compellingcampaign, Bentz Whaley Flessner is acritcial asset for success. We know yourchallenges and provide expert counseltailored to your institution and yourconstituents.BWF News BlogsProviding coverage on development news,trends, and hot topics in three areas:Philanthropy, Advancement Services, andAnalytics and Development Metrics.Check them out at www.bwf.comwww.bwf.com Minneapolis, MN 952-921-0111 Arlington, VA 703-413-5505