Conference Program - CASE

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