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 <strong>Program</strong>sSheraton 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 <strong>CASE</strong> 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 Development<strong>Program</strong>’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 <strong>CASE</strong> V <strong>Conference</strong> 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 <strong>CASE</strong> 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 <strong>CASE</strong> V <strong>Conference</strong> 37 www.casefive.org