Conference Program - CASE

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