Conference Program - CASE

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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
Page 2 and 3: CASE District V Conference Attendee
Page 5: W E L C O M ECASE V extends its app
Page 8 and 9: S P E C I A LE V E N T SAfter Sunda
Page 10 and 11: S P E C I A LO P P O R T U N I T I
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Page 18 and 19: S A T U R D A Y / S U N D A Y . . .
Page 20: S U N D A YPre-conference Workshops
Page 23 and 24: S U N D A YSunday 12:30-1:45 p.m. S
Page 25 and 26: S U N D A YSunday 2:15-3:30 p.m. Su
Page 27 and 28: ANNUAL REPORT
Page 29 and 30: A N N U A LR E P O R TCASE District
Page 31 and 32: 2 0 0 7 B O A R D O F D I R E C T O
Page 33 and 34: MONDAY
Page 35: M O N D A YDEVELOPMENT9:15-10:30 a.
Page 39 and 40: M O N D A YMonday 9:15-10:30 a.m. M
Page 41 and 42: Mark yourcalendars!34th AnnualCASE
Page 43 and 44: M O N D A YMonday 11 a.m.-12:15 p.m
Page 45 and 46: M O N D A YFor these three events p
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Page 49 and 50: M O N D A YMonday Lunch Roundtables
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Page 55 and 56: M O N D A YMonday 3:45-5 p.m.DEVELO
Page 57 and 58: TUESDAY
Page 59 and 60: T U E S D A YTuesday Morning Roundt
Page 61 and 62: T U E S D A YTuesday 9:15-10:30 a.m
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Page 65 and 66: T U E S D A YTuesday Monday 11:30-2
Page 67 and 68: Ohio RoomStaff Dev.CenterHOTEL MAPS
Page 69 and 70: RefreshmentTables121119117115113109
Page 71 and 72: E X H I B I T O R SAMERICAN COUNCIL
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