Conference Program - CASE

T U E S D A YTuesday Morning Roundtables — 8-9 a.m. • Resource Center — Level 1TABLE 1DEVELOPMENTBalancing Life-on-the-Road WithLife-at-Home— Heather Winfield, Associate Director ofMajor Gifts, Eckerd CollegeTABLE 7EXECUTIVES IN ADVANCEMENTSetting Benchmarks forFundraising Staff— Sarah Z. Panetta, Associate Chair,Department of Development, Mayo ClinicTABLE 13ALUMNIIdeas for Creative Programmingto Reach Young Alumni— Becky Fickel Smith, Director of AlumniRelations, Otterbein CollegeTABLE 2DEVELOPMENT, ADVANCEMENT SERVICESDo You Have a Lock on Your KeyData — Discussing Privacy andSecurity Issues About YourProspects— Elizabeth Crabtree, Director of ProspectDevelopment, Brown UniversityTABLE 3COMMUNICATIONSCommunications in a Time ofCrisis— Mark Rosati, Associate Chancellor forPublic Affairs, University of Illinois atChicagoTABLE 4ALUMNIAlumni as Lobbyists:Building Successful Advocates— Mike Fahey, Director of State Relations,University of Wisconsin AlumniAssociationTABLE 5TWO-YEAR/INDEPENDENT SCHOOLSStrategies for Building PrivatePhilanthropy at a CommunityCollege— Dolores Metzger, Director of Major Gifts,College of DuPage FoundationTABLE 6ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTThe Importance of Policies WillOnly Grow — Let's Talk About Why— Robert A. Rickards, Director ofAdvancement Services, St. NorbertCollegeContinentalBreakfastsponsored by:TABLE 8DEVELOPMENTWhat is Different About YoungMajor Gift Donors?— Sarah Kahrl, Vice President for CollegeRelations, Kenyon CollegeTABLE 9ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTHelping 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 10DEVELOPMENTBusiness Etiquette— Donna Ullrich, Principal & Consultant,Protocol Consulting GroupTABLE 11DEVELOPMENTFirst Steps in Starting a PlannedGiving Focus— Bradley Carlson, Consultant, Bradley F.Carlson and AssociatesTABLE 12COMMUNICATIONS, EXECUTIVES INADVANCEMENT, WEBNetworking Your Career . . .the Online Way— Abe Geiger, Director of Marketing,Affinity CirclesRoundtables sponsored by:TABLE 14ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTIs Your Stewardship OperationReady to Support a Campaign?— Beth Gallant, Director of DevelopmentStewardship, Georgia Institute ofTechnologyTABLE 15ADVANCEMENT SERVICES, EXECUTIVES INADVANCEMENTHow to Prepare forAccountability, Transparencyand Regulatory Compliance— Elizabeth Banycky, CPA, Treasurer,Southern Illinois University FoundationTABLE 16DEVELOPMENT, ADVANCEMENT SERVICESHow to Effectively Put TogetherProspect Lists and ManageYour Portfolio— Jennifer McFarland, Director ofDevelopment-School of Education,University of Wisconsin FoundationTABLE 17DEVELOPMENTStrategies for OvercomingAsk-Phobia— Floyd Akins, Assistant Vice Presidentfor Principal Gifts, University of IowaFoundation, Henry B. Tippie College ofBusinessTABLE 18ALUMNIAlumni: Not Just for PartiesAnymore— Jill Nilsen, Vice President for ExternalRelations, Eastern Illinois University2007 CASE V Conference 57 www.casefive.org