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, <strong>CASE</strong>ALUMNIThe 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 <strong>CASE</strong> V <strong>Conference</strong> 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 <strong>CASE</strong> V <strong>Conference</strong> 49 www.casefive.org