caae 2015 winter institute booklet

winter Winter Meeting · Scottsdale, AZ · February 16–18, 2015

InstituteCouncil of Alumni Association Executives

VisionThe global leader in alumni relations

MissionCAAE is the professional organization of alumni relations thought leaders and executives who develop and share best practices and innovations that enhance leadership and influence among alumni, institutional partners and universities. CAAE does this by: • Ensuring our alumni and institutional supporters

have a strong, influential voice within our university communities.

• Leveraging our collective alumni constituencies to make a difference in the world.

• Becoming the recognized leader through literature, research, knowledge and science on key topics and issues defining our profession.

• Being the recognized and valued forum for sharing best practices resulting in innovations.

• Strengthening and expanding strategic alliances as a convener and catalyst within the educational advancement community.

Council of Alumni Association Executives

welc

ome

Welcome, friends, to the 2015 CAAE Winter Institute! We are fortunate to have your great spirit and collective insights for these two-and-a-half days of discovery and development.

I hope you’ll experience this Institute through a new sense of strategic inquiry and collegial debate. A special welcome to new members of CAAE, who enrich us all as they join this expert, international community of alumni-relations professionals.

This year, let’s seek to broaden understanding of the roles of the general alumni office or association. And, let’s return home inspired with new perspectives of the landscape of alumni relations: innovations in alumni networking and mentoring; untapped engagement potential in social media and new communities; and mastery of the partnerships we navigate everyday to serve both our colleges and universities, and our alumni.

We’ve reimagined this year’s meeting to incorporate the business matters of our association within a dynamic discussion. You’ll find that the substance of this 2015 Institute advances CAAE’s strategic plan at every step. I thank Colleen Meyer, J.T. Forbes and Kathy Bickel for developing a robust agenda with a knowledge-driven focus, including:

• Analysis of alumni engagement and its correlations to alumni philanthropy via CAAE’s first commissioned project, a interdisciplinary annotated bibliography completed by the Indiana University Lilly Family School of Philanthropy;

• Demonstration of an improved CAAE website and new portal to serve our members and others in the alumni-relations field; and

• A keynote address about the implications of the inaugural report of the Gallup Purdue Index, which draws on interviews with 30,000 college graduates about the extent to which they have “great jobs” and are leading “great lives.”

You’ll see throughout the Institute how CAAE is fulfilling its strategic plan, making a qualitative difference in what we can do as members, and strengthening your roles as thought leaders in alumni relations.

And as you enjoy sunny Scottsdale, the friendships you’ll renew and develop will add to our already warm and rich community of practice. I’m delighted you are a part of it.

Warmly,

Paula Bonner President, Council of Alumni Association Executives President & Chief Alumni Officer, Wisconsin Alumni Association

Table of Contents6 Agenda

9 CAAE Strategic Plan: 2012–2017

10 Speaker Bios

15 MemberInstitutionList

16 CAAE 2015 Fellows

16 KeyCAAEMeetingDates: SummerMeetingandWinterInstitute

17 InstituteParticipants

19 InstituteSponsors

20 ExecutiveSummary:BoardRetreat

21 Financial Snapshot

22 CAAEMeetingMinutes

2014-2015 CAAE BOARDOFDIRECTORSPresident PaulaBonner

University of Wisconsin

VicePresident JT.Forbes Indiana University

PastPresident SteveGrafton University of Michigan

Treasurer ToddMcCubbin University of Missouri

Secretary JeffTodd University of British Columbia

Director ArminAfsahi University California, San Diego

Director JeffersonCoombs University of California, Berkeley

Director BarbaraDick University of Toronto

Director ColleenMeyer Colorado State University

Director LauraWayland Northwestern University

Director HowardWolf Stanford University

ExOfficio JenniferHeisey University of Cincinnati

ExOfficio PaulRucker University of Washington

ExOfficio BrettChambers CASE

CAAE Winter Institute Scottsdale February 16–18 5

agendaWinter Institute Schedule Hyatt Regency Scottsdale February 16–18, 2015

12:00p.m.–4:00p.m. Registration Arizona Ballroom West Foyer

4:00p.m.–4:15p.m. WelcomeandOverview Arizona Ballroom I-III Paula Bonner, CAAE President &

Colleen Meyer, CAAE Institute Chair

4:15p.m.–5:15p.m. featuredpresenter Arizona Ballroom I-III GreatJobsandGreatLives:WhatDrives

Long-TermSuccessforCollegeAlumni? An insightful presentation and discussion

about what drives long-term alumni success and the role alumni organizations can have in impacting our graduates’ well-being.

presenter BrandonBusteed,Executive Director

Education and Workforce Development Gallup Organization.

6:15p.m. Reception Palm Grove

7:15p.m. DinnerandWelcometoFellows/ Arizona Ballroom IV New Members

TUESDAY, FEBRUARY 17, 2015

6:00a.m. WellnessExperience(optional) Opportunity will be announced

at the conference.

7:30a.m.–8:15a.m. Breakfast Desert Garden Sponsors Invited

8:30a.m.–9:30a.m. featuredpresenter Arizona Ballroom I-III TransformingHowWe

EngageAlumniOn-line This interactive session will provide

valuable market insights, trends and statistics leading to the importance of maximizing on-line alumni engagement. In 5 steps, learn what it takes to maximize on-line alumni engagement, self-score your own school’s current engagement and develop an initial action plan on how to make it happen.

presenter DanielCohen, CEO of Graduway

9:45a.m.–10:45a.m. plenarysession Arizona Ballroom I-III TrendsinAlumniEngagement

and Philanthropy The session will focus on understanding

changing patterns in alumni identity and affinity, the role of demographic factors and the social context for giving and engagement, including how technology and social media influence the allocation of time and engagement among alumni.

presenter Una Osili Professor of Economics, Director of Research, Indiana University Lilly Family School of Philanthropy

MONDAY, FEBRUARY 16, 2015

Insider’s Peek Into the New CAAE Website!Tuesday, February 17 · Noon · Arizona Ballroom

agenda10:45a.m.–11:00a.m.ConnectionBreak

11:00a.m.–Noon paneldiscussion Arizona Ballroom I-III DeepDivePanel:Emerging

approachestoAlumniProfessional andCareerDevelopment

Prospective and current students, alumni, and other forces are converging around the expectation that our institutions redouble efforts to enhance the career prospects of students and graduates. At the same time, many global companies are developing alumni networks. This panel will engage in a lively conversation about issues, trends, and solutions they see as they help colleges, companies, and university leaders develop powerful professional career development networks of, by, and for their alumni.

panelists • Sean Brown, Global Director of Alumni

Relations, McKinsey and Company.

• SheilaCurran, President at Curran Consulting Group

• CarolineDowd-Higgins, top-selling author, columnist, career coach, and Director of Alumni Professional and Career Services, Indiana University Alumni Association.

moderator ArminAfsahi, Associate Vice

Chancellor for Advancement, University of California-San Diego

Noon–12:15p.m. Insider’s Peek Into the Arizona Ballroom I-III NewCAAEWebsite JeffersonCoombs,

CAAE Communications Chair

12:15p.m.–1:00p.m. Luncheon South Foyer & Desert Garden

1:00–1:30p.m. CAAEBusinessMeeting

Arizona Ballroom I-III discussion leader PaulaBonner, CAAE President

1:30p.m.–2:30p.m. plenarysession Arizona Ballroom I-III CAAECensus:AnexternalreviewofCAAE As part of CAAE’s foundational research

goal of using the annual CAAE Census to further guide the future of alumni relations, this external and objective review of CAAE will identify the key questions that differentiate the membership and identify the baseline characterizations.

presenter IanMosley, Ian Mosley Data Strategy

2:30–2:45p.m. ConnectionBreak

2:45p.m.–4:15p.m. ChiefAlumniOfficersConversationCircle: Arizona Ballroom I-III ThornyIssueswiththeDependent,

Independent,andInterdependentStructuresforManagingAlumniRelations.

For decades, alumni relations executives have gathered and expressed concerns about the future of the field and the decline of the “independent” alumni association. Moderated in the style of Phil Donahue, this roundtable session will open with a brief discussion of the pros and cons of the three dominant management models for our work, followed by a focused and freewheeling exchange to sketch out how and where other leaders in the room believe things will evolve over the next decade.

moderator SteveHall, Vice President for

Alumni Relations, Boston University

4:15–5:15p.m. Break

5:15p.m. TitleSponsorReception Poolside

TUESDAY, FEBRUARY 17, 2015 continued


WinterInstituteSchedule


agendaWinter Institute Schedule Hyatt Regency Scottsdale February 16–18, 2015

6:15p.m. InspirationandRejuvenation with Kai Kight

Arizona Ballroom I-III Violinist. Composer. Entrepreneur. Kai believes that innovations are found at the intersections of disciplines. This belief is seamlessly expressed through his work as a violinist and composer, where he cleverly blends classical technique with popular melodies and rhythms from today’s world. An inspirational performance you don’t want to miss!

7:15p.m. TitleSponsorDinner Arizona Ballroom IV

6:30a.m. WellnessExperience Opportunity will be announced at

the conference.

8:00a.m.–9:00a.m. Members-onlyBreakfast Arizona Ballroom IV

9:00a.m.–10:00a.m. SocialAlumniEngagement: Arizona Ballroom I-III BenchmarkingandBestPracticesfor CAAEInstitutions“IsthereAnApp?” With more than 300 million LinkedIn

members sharing their professional backgrounds and more than 1 billion people “liking” pages and stories on Facebook, social media is a new frontier in alumni engagement that is transforming how alumni connect with one another and their alma mater. Brent Grinna, CEO of EverTrue, will share the results of a first-ever benchmarking study of social media trends and issues across a sampling of CAAE member institutions and beyond. He will also share emerging best practices and recommendations for optimizing your potential for social alumni engagement.

presenter BrentGrinna, CEO and Founder, EverTrue

10:15a.m.–11:30a.m. IMPACTDrivesRELEVANCE! Arizona Ballroom IV Steve Elder, senior partner with The Suddes

Group, will facilitate an engaging session to wrap up our meetings. How can we better tell our STORY? What should be our PRIORITY focus? What can we take away from our 2015 Winter Institute experience that creates ACTION?

presenter SteveElder, Senior Partner

The Suddes Group

TUESDAY, FEBRUARY 17, 2015 continued WEDNESDAY, FEBRUARY 18, 2015

12.13

HYATT REGENCY SCOTTSDALE RESORT & SPAAT GAINEY RANCH7500 East Doubletree Ranch RoadScottsdale, AZ 85258USA

T +1 480 444 1234RF +1 480 483 5550SF +1 480 483 5511scottsdale.hyatt.com

FLOOR PLANResort Map

TENNIS

PARKING

PARKING GARAGE(VALET ONLY)

DESERTGARDEN

ARIZONABALLROOM

GAINEYHOUSE

VAQUEROBALLROOM

McDOWELL(LOBBY LEVEL)

FOUNTAIN

COURT

ARROYO

BEACH

TOWEL BAR

TERRACE COURT

H2Oasis

ALTO

EXECUTIVEBOARDROOM

SWB

ENTRY COURT

LAWNCOURT

SONORAN

SLIDE

PALMGROVE

GONDOLABOATS

UPPER POOL DECKWATERFALL

TERRACE

LAKE

POOL

LAKE

BRIDGE

GROTTO BAR

ADULTPOOL

SOUTH FOYER

WEST FOYERARIZONA PATIO

ARIZONA FOYER

VAQUERO FOYER

ME

N

WO

ME

N

MEN

MEN

noh

MEN

MEN

SONWAI

WOMEN

WOMEN

WOMEN

MEN

WOMENWOMEN

CENTER STAGEBAR

PARKING

JACUZZI

SOLSTICE SHOP

CANYON MARKET

NATIVE AMERICANLEARNING CENTER

(LOBBY LEVEL)

McCORMICK ROOM (3RD FLOOR)

CONCIERGE

LAGOON

CASITAS EAST

FRONT DESK

SPA AVANIA & FITNESS CENTER

DUNES

BOARDROOMS1 2

CASITAS WEST

CABANAS

REGENCYCLUB

12.13




TENNIS

PARKING


DESERTGARDEN

ARIZONABALLROOM

GAINEYHOUSE

VAQUEROBALLROOM


FOUNTAIN

COURT

ARROYO

BEACH

TOWEL BAR

TERRACE COURT

H2Oasis

ALTO

EXECUTIVEBOARDROOM

SWB

ENTRY COURT

LAWNCOURT

SONORAN

SLIDE

PALMGROVE

GONDOLABOATS


TERRACE

LAKE

POOL

LAKEBRIDGE

GROTTO BAR

ADULTPOOL

SOUTH FOYER


ARIZONA FOYER

VAQUERO FOYER

ME

N

WO

ME

N

MEN

MEN

noh

MEN

MEN

SONWAI

WOMEN

WOMEN

WOMEN

MEN

WOMENWOMEN

CENTER STAGEBAR

PARKING

JACUZZI

SOLSTICE SHOP

CANYON MARKET


(LOBBY LEVEL)


CONCIERGE

LAGOON

CASITAS EAST

FRONT DESK


DUNES

BOARDROOMS1 2

CASITAS WEST

CABANAS

REGENCYCLUB

12.13




TENNIS

PARKING


DESERTGARDEN

ARIZONABALLROOM

GAINEYHOUSE

VAQUEROBALLROOM


FOUNTAIN

COURT

ARROYO

BEACH

TOWEL BAR

TERRACE COURT

H2Oasis

ALTO

EXECUTIVEBOARDROOM

SWB

ENTRY COURT

LAWNCOURT

SONORAN

SLIDE

PALMGROVE

GONDOLABOATS


TERRACE

LAKE

POOL

LAKE

BRIDGE

GROTTO BAR

ADULTPOOL

SOUTH FOYER


ARIZONA FOYER

VAQUERO FOYER

ME

N

WO

ME

N

MEN

MEN

noh

MEN

MEN

SONWAI

WOMEN

WOMEN

WOMEN

MEN

WOMENWOMEN

CENTER STAGEBAR

PARKING

JACUZZI

SOLSTICE SHOP

CANYON MARKET


(LOBBY LEVEL)


CONCIERGE

LAGOON

CASITAS EAST

FRONT DESK


DUNES

BOARDROOMS1 2

CASITAS WEST

CABANAS

REGENCYCLUB

12.13




TENNIS

PARKING


DESERTGARDEN

ARIZONABALLROOM

GAINEYHOUSE

VAQUEROBALLROOM


FOUNTAIN

COURT

ARROYO

BEACH

TOWEL BAR

TERRACE COURT

H2Oasis

ALTO

EXECUTIVEBOARDROOM

SWB

ENTRY COURT

LAWNCOURT

SONORAN

SLIDE

PALMGROVE

GONDOLABOATS


TERRACE

LAKE

POOL

LAKE

BRIDGE

GROTTO BAR

ADULTPOOL

SOUTH FOYER


ARIZONA FOYER

VAQUERO FOYER

ME

N

WO

ME

N

MEN

MEN

noh

MEN

MEN

SONWAI

WOMEN

WOMEN

WOMEN

MEN

WOMENWOMEN

CENTER STAGEBAR

PARKING

JACUZZI

SOLSTICE SHOP

CANYON MARKET


(LOBBY LEVEL)


CONCIERGE

LAGOON

CASITAS EAST

FRONT DESK


DUNES

BOARDROOMS1 2

CASITAS WEST

CABANAS

REGENCYCLUB

agenda

Member Programs andServices.Develop and implement a comprehensive membership approach that attracts the right members and creates value for them through high quality programs and services.

Provide cutting edge professional development programs and materials for members and member institutions, focusing on optimizing the Winter Institute, Summer Session/CASE Summit, Fellowship programs, and resulting White Papers. When appropriate, share with non-member alumni relations professionals.

Develop key strategic alliances with individuals and organizations to add diverse perspectives and enhance professional resource development and distribution, building on emerging relationships with CASE, Private College and University Alumni Directors (PCUAD), Encore.org, and other knowledge-driven enterprises related to our work.

Engage the CAAE membership meaningfullly in the work and program of our organization by developing a systematic means of recruiting, onboarding, involving, developing, recognizing, and retaining our membership.

FoundationalResearch.Build and establish a CAAE research center through which the work of alumni relations can be imbedded in empirical research, and in doing so position the Council as a reliable, and relied upon, leader in the development of alumni relations knowledge, science, trends, and information.

Develop the research center business and revenue model to include an effective method for accessing, analyzing, collecting, reporting, and storing content that is of high value members and member institutions.

Determine and prioritize research topics based on global trends and “future think,” and on member needs and interests.

Develop strategic alliances and partner with selected organizations to expand and integrate research opportunities.

Use the annual CAAE Census and other information and trends analysis to provide insights and direction regarding the future of alumni relations.

Facilitate collaborative research opportunities among member institutions with results that will be shared with other CAAE members and, where appropriate, with non-member alumni relations professionals.

BusinessModel.Implement new business, financial, and board governance models to support these goals and objectives.

Using best practices of financial management and business plan development, design a 5-year business plan supported by financial models and a case for investment.

Grow opportunities that further advance mission and business objectives.

Market test and validate. Leverage survey practices and benchmarking data.

Develop and enact a best practice board governance structure to lead the new CAAE organization and drive the success of this strategic plan.

Communications&Marketing.Implement a communications, marketing, and branding campaign that positions CAAE as a global venue for alumni relations leadership.

Develop a CAAE strategic marketing and branding process and plan that create global positioning, drive membership, articulate value and support the business model and case for investment.

Develop and implement an integrated and funded communications plan that supports the marketing and branding plans; measure and assess impact.

CAAE STRATEGIC PLAN2012—2017

WEDNESDAY, FEBRUARY 18, 2015


spea

kers

EXECUTIVE LEADERSHIP DEVELOPMENT SESSION SPEAKER SteveElderSenior Partner The Suddes Group

Steve Elder joined The Suddes Group as For Impact partner in 2012. Steve leads the higher education and health care areas of practice for the company.

Both a For Impact client and coach since 2004, Steve brings 30 years of for-impact organizational leadership experience, 25 of them in higher education. Before joining The Suddes Group, Steve was the Vice President for Advancement at Colorado College. At CC, he and his team transformed the development effort using the For Impact model and frameworks. As a result, CC brought in more than $300 million in commitments during his tenure, with $200 million coming in while he served as a vice-president.

Steve is both a natural and practiced coach, having coached his own teams at the University of Redlands and the University of Southern California, in addition to CC. His For Impact coaching clients have included Catholic Health Initiatives, Colorado Community College System Foundation, The Denver Scholarship Foundation, and Lewis and Clark Community College.

In 2012, Steve opened the For Impact/West site in Manitou Springs, Colorado, along with For Impact coaches Christi-Marie Butler, Robb Pike and Mike Gemm. Steve lives in Colorado Springs with his wife, Jane, and daughters Emily and Kit. When not at the For Impact/West offices or with a client, he can often be found riding his mountain bike in the Garden of the Gods and other local trails.

ALUMNI INSPIRATION SESSION Kai Kight

Kai creates impactful presentations that inspire individuals and organizations across the United States to become innovators in their field. Drawing from his experience as both an entrepreneur and composer, Kai is one of the most emotionally captivating corporate speakers available today. His mesmerizing original on-stage violin performance beautifully becomes a sonic metaphor for the core of his message, inspiring people to reach new heights in their work and lives by composing their own unique path.

A product of Stanford University’s creativity and innovation mecca, the d. School, Kai believes that innovations are found at the intersections of disciplines. This belief is seamlessly expressed through his work as a violinist and composer, where he cleverly blends classical technique with popular melodies and rhythms from today’s world. A two-time TED presenter, Kai has performed for thousands, including stints at the White House and the Great Wall of China!

CAAE Speakers ListBios and Information

CAAE IN ACTION SESSION SPEAKERSJeffersonCoombsExecutive Director Cal Alumni Association

Jefferson Coombs has been involved with helping Berkeley and its alumni from the moment he graduated. He went to work for CAA in 1989, immediately improving communications and linking members through events and charter clubs.

Coombs had been a staffer at CAA’s Lair of the Golden Bear as an undergrad and that drew him to other CAA endeavors. After he moved into advertising, he joined the board for the Young Alumni Council. He was a member of the CAA Board of Directors, and from 2005 to 2007 he served on the UC Board of Regents. Most recently, he chaired the 20th reunion of his class. On October 10, 2011, Coombs began his tenure as CAA’s Executive Director.

Ian MosleyIan Mosley Data Strategy

For over 20 years, Ian Mosley has been assisting clients in launching overall analytics strategies as well as fine-tuning existing ones.

His specialty is geodemographic segmentation – the methodologies, statistics, and database architecture/programming best practices that produce effective, timely results. Combining geography with demography, Ian understands how to segment people based on their location (such as neighbourhoods and retail locations) and their activities (such as transactions and preferences). The web abounds in BIG DATA, but it is these segmentation skills that imbue this data with any real value – by translating the data into focused, usable information

which your business can then execute.

Ian has developed a significant number of segmentation systems, including several national ones for Canada, U.S., Great Britain, Spain, Australia and Japan. He has also developed custom and boutique solutions for TD Mastercard, Transitions Optical Inc. (Canada and U.S.), Cineplex Entertainment LP, and Pitney Bowes Business Insight. This has involved taking pre-existing systems – including industry standard solutions such as Environics Analytics Group Ltd. PRIZM C2 and Pitney Bowes Software PSYTE® U.S. Advantage national segmentation systems – and leveraging and distilling their advantages to craft client-specific solutions.

Beyond his pronounced technical expertise, Ian also brings a strong understanding of context. Both are key to success. Ian appreciates the uniqueness of each business client. He recognizes the challenges and opportunities that arise in creating segments and implementing an actionable marketing system using your in-house resources and, if possible, your already existing data. Equally importantly, Ian recognizes and manages with deft care a by-product of working with marketing analytics: BIG DATA anxiety.

Dr.UnaOsiliProfessor of Economics Director of Research Indiana University Lilly Family School of Philanthropy.

An internationally recognized expert on philanthropy, Dr. Osili frequently speaks across the country on issues related to national and international trends in philanthropy and has been quoted by national news media outlets such as The New York Times, the Chronicle of Philanthropy and Nonprofit Times. She has served as a member of several national and

international advisory groups, including the Social Science Research Council, the United Nations Economic Commission for Africa and the United Nations Development Program. In 2006, she received the Stevenson Fellowship from the Nonprofit Academic Centers Council. In 2007, she was appointed as a fellow of the Networks Financial Institute.

Dr. Osili previously served as the Interim Director of Research and has been the Director of Research at the Indiana University Lilly Family School of Philanthropy since 2009. Dr. Osili is the current Chair of the Research Committee of the Women’s Philanthropy Institute, and is a member of the Research Committee of the Lake Institute for Faith and Giving. She leads the School’s extensive research program for its partners including Bank of America, United Way Worldwide, United Student Aid Funds, the Alban Institute, and National Collegiate Athletic Association. Dr. Osili provides guidance for the research for Giving USA, which is published by Giving USA Foundation. She also directs the School’s signature research project, the Center on Philanthropy Panel Study (COPPS). COPPS is largest and most comprehensive study of the philanthropy of American families over time, and is conducted in partnership with the University of Michigan’s Panel Study of Income Dynamics (PSID).

In addition to her appointment at the Indiana University Lilly Family School of Philanthropy, Dr. Osili serves as Professor of Economics and Philanthropic Studies at Indiana University Purdue University, Indianapolis (IUPUI). She is also a member of the graduate school faculty at Indiana University. In 2007, she was a Visiting Associate Professor of Economics at Yale University.


WinterInstituteSpeakers2015


12 CAAE Winter Institute Scottsdale February 16–18

WinterInstituteSpeakers2015speakersDr. Osili is a consultant with the Federal Reserve Bank of Chicago, and has worked for the World Bank and also serves on the Research Committee of the Association for Research in Nonprofit and Voluntary Organizations (ARNOVA) and the Board of the African Finance and Economics Association (AFEA). She has served as a past or current board member for several nonprofit organizations, including the American Red Cross of Greater Indianapolis, the Immigrant Welcome Center, and is a member of the Board of Trustees of St. Richard’s School.

Dr. Osili is a prolific researcher with an extensive body of published research. She earned her B.A. in Economics at Harvard University, and her M.A., and Ph.D. in Economics from Northwestern University.

KEY CONVERSATION SESSIONSArminAfsahiAssociate Vice Chancelor for Advancement University of California, San Diego

Armin Afsahi is UC San Diego’s associate vice chancellor for Alumni and Community Engagement. In this capacity, Afsahi oversees the following: alumni relations; annual giving and regional advancement; donor development programs including Chancellor’s Associates, Parents Council, ArtPower! and undergraduate scholarship fundraising programs; marketing and digital outreach; publication of the Triton magazine; campus-wide corporate relations and industry engagement; and,

the student career and professional development center. Armin also serves as chief alumni officer for the university and leads the UCSD Alumni Association and its Board of Directors, an organization serving more than 155,000 alumni worldwide at the forefront of the sciences, business, research, the arts, social innovation, and public service. Under Armin’s leadership, since 2007, alumni programs, annual giving and donor development at UC San Diego have grown dramatically, and the institution has witnessed unprecedented growth in alumni engagement and philanthropy, student giving, annual giving acquisition and donor retention, constituent advocacy and volunteerism. In addition, the Alumni and Community Engagement team continues to receive numerous annual awards and accolades from industry associations and leaders for its creative engagement initiatives, exemplary programs, and innovative use of technology.

A proud UC San Diego alumnus from Revelle College, Armin is a seasoned advancement executive with more than 20 years of public and private sector experience in institutional advancement and strategic management. He is a proud member of the UC San Diego community and a former member and officer of the UCSD Alumni Board of Directors. A long-standing San Diegan, Armin received a Bachelor of Arts degree in communication from UC San Diego in 1990 and a Master’s degree in business administration from the University of San Diego in 1997. Armin’s prior positions

include serving in executive leadership roles in private ventures, and on the senior advancement teams at both UC San Diego and Georgetown University, where he worked with academic, administrative, and volunteer leadership in the areas of alumni engagement, capital campaign planning, strategic business initiatives, board management, and corporate development. Armin’s public and professional service includes public lectures and presentations at numerous industry occasions, as well as service on the Council of Alumni Association Executives Board of Directors, Council of Advancement and Support of Education Board of Directors, Marine & Oceanic Sustainability Foundation Board of Directors, and a Partner with San Diego Social Venture Partners.

Sean BrownGlobal Director of Alumni Relations McKinsey & Company

Sean is global director of alumni relations at McKinsey & Company, Inc., where for the past seven years he has led the management consultancy’s program to engage and strengthen its network of more than 30,000 former consultants in 100 countries around the world. Sean’s current responsibilities span all areas of alumni community engagement. He has also led several large scale alumni conferences in the US and Europe for McKinsey, as well as nearly 150 web-based alumni knowledge events, directly engaging thousands of alumni each year.

Prior to his current role, Sean was global director of alumni relations at the Massachusetts Institute of Technology

CAAE SPEAKERS LIST continued

speakersCAAE Winter Institute Scottsdale February 16–18 13

WinterInstituteSpeakers2015

Sloan School of Management, and since 2001 he has served on the Board of Directors of the MIT Sloan Boston Alumni Association, where he co-chairs the technology and career services committees. A former McKinsey consultant, Sean also regularly advises clients and other organizations on alumni relations programs and strategy.

Sean earned a Masters in Management from MIT Sloan and a Bachelor of Commerce with great distinction from McGill University (Montreal, Canada). He lives in Brookline, Massachusetts with his wife and two daughters.

BrandonBusteedExecutive Director, Education & Workforce Development Gallup

Brandon Busteed leads Gallup’s education work. His career spans a wide range of important work in education as an educational entrepreneur, speaker, writer, and university trustee. Brandon’s work integrates Gallup’s research and science on talent selection, strengths, engagement, and well-being to improve student success, teacher effectiveness, and educational outcomes. His mission is to create a national movement to measure the educational outcomes that matter most, connect education to jobs and job creation, and promote a paradigm shift from knowledge mastery to emotional engagement in education.

With Brandon’s leadership, Gallup Education released several ground-breaking Gallup studies in 2014. These include State of America’s Schools: The

Path to Winning Again in Education, which explores student and teacher engagement in public schools, and Great Jobs, Great Lives: The 2014 GallupPurdue Index Report, a comprehensive, nationally representative study of U.S. college graduates that focuses on their long-term outcomes in work and life.

Brandon has founded two companies and one nonprofit organization as a social entrepreneur. He is the founder and former CEO of Outside The Classroom, a company that pioneered adaptive online education in alcohol abuse prevention. A three-year, 30-school, national study funded by the National Institutes of Health showed that AlcoholEdu — the organization’s flagship alcohol-abuse prevention program — was effective in reducing binge drinking, drunk driving, and sexual assaults. More than 5 million students have participated in the program. The company was acquired by EverFi in 2011.

An internationally known speaker and author on education policy, Brandon has written frequently for The Chronicle of Higher Education, Trusteeship Magazine, The Huffington Post, and other publications. His work has been featured in The New York Times, The Wall Street Journal, The Washington Post, and USA Today and on NPR and the NBC News “TODAY” show, among others.

Brandon received his bachelor’s degree in public policy from Duke University. He is a trustee emeritus of Duke and has served on the Board of Visitors of the Sanford School of Public Policy. A former twosport NCAA Division 1 athlete at Duke, Brandon continues to hone his competitive drive

as an avid CrossFitter. He lives in Vienna, Virginia, with his wife, Deanna, and two children, Anabelle and Harrison.

DanielCohenCEO and Co-Founder Graduway

Daniel Cohen is the CEO and Co-Founder of Graduway. Prior to Graduway, Daniel worked for seven years with Merck & Co. serving most recently as their Regional Commercial and Finance Director for eastern Europe and central Asia. Prior to Merck, Daniel worked for seven years with Proctor 7 Gamble in the United Kingdom in a variety of finance roles including heading up its finance graduate recruitment function. Daniel holds a BA (Econ.) from the University of Manchester and is a qualified accountant.

SheilaJ.CurranPresident Curran Consulting Group

Sheila J Curran is President of the Curran Consulting Group (CCG), a boutique higher education strategic consulting firm. Over the past six years, CCG has performed consulting assignments for dozens of colleges and universities across the United States, in both public and private institutions. Much of its work has been focused on career transformation and related areas, such as alumni relations, advancement, academic advising, and enrollment management.

Sheila has over 25 years of experience working in academia. She has particular expertise in the career services field, having served as executive director of




WinterInstituteSpeakers2015speakersDuke University’s Career Center and career director at Brown University. Widely regarded as one of the leaders in career transformation initiatives across the country, Sheila facilitated the first national, invitation-only, NASPA President’s Summit on College, Career and Employability in 2014. She was also an invited speaker/facilitator at the Wake Forest University 2012 conference: Re-Thinking Success: From the Liberal Arts to Careers in the 21st Century. A frequent source for the media, including the Wall Street Journal, Sheila is the author of Smart Moves for Liberal Arts Grads: Finding a Path to Your Perfect Career, Ten Speed Press, 2006.

Sheila was educated at top academic institutions in England (Durham University, and the University of London), and holds a Bachelor’s degree in Russian (studies) and a post-graduate degree in Education. She also holds the highest qualification in human resources, the SPHR (Senior Practitioner in Human Resources). Sheila’s experience in organizational development, employee relations, and training, along with her educational background and extensive experience in academia, provide her with a unique perspective among those who consult on strategic career issues.

CarolineDowd-HigginsTop-selling author, columnist, career coach, and Director of Alumni Professional and Career Services, Indiana University Alumni Association.

A powerhouse coach, author, speaker, and media host, Caroline specializes in the career reinvention and empowerment of women. Her coaching style is positive, high energy, engaging, and relevant to people at any point in their professional lives.

Caroline brings over a decade of experience in career development and executive coaching.

She authored the book and maintains the blog: This Is Not the Career I OrderedTM, which showcases her savvy professional development advice and women who are thriving after a career transition. An official blogger for the Huffington Post, Caroline focuses on career and professional development topics and also pens a monthly career column for The Chronicle newspaper in Indiana. She contributes to AOL, CNN, London based – The Rouse, and MORE Magazine online. Her work is distributed internationally with a social media reach of 81 million. Caroline is a sought after talk radio and TV guest for career themed broadcasts and her international podcast show Your Working Life features interviews with influencers and thought leaders and is available on her website. Caroline’s goal is to empower women, so it’s unsurprising that her first book This Is Not the Career I OrderedTM

focuses on women who have experienced a career transition and reinvented themselves in the job world. Part self-help manual, part inspiration, This Is Not the Career I Ordered: Empowering Strategies From Women Who Recharged, Reignited, and Reinvented Their Careers – now in the second edition, is a dynamic resource for those contemplating a career change. Told through the lens of amazing women who have reignited their careers – including Caroline, who speaks from experience about her emotional career transition journey. Chock full of empowering, energizing, and motivating action steps to help you find a career that you will love, her book themes make for powerful workshops and keynote presentations. Caroline’s newest adventure is developing a television series on career and life empowerment for women.

BrentGrinnaCEO and Founder Evertrue

Mr. Brent Grinna is the Founder of EverTrue, LLC and serves as its Chief Executive Officer. Mr. Grinna served as an Alumni Volunteer for his alma mater, Brown University. At Brown, he served as Captain of the Varsity Football Team and a leader of the the Senior Class Gift Campaign. He spent four years in finance at William Blair & Company and Madison Dearborn Partners. He received his MBA with honors from Harvard Business School.


speakersCAAE Winter Institute Scottsdale February 16–18 15

WinterInstituteMemberInstitutions2015

CEO CIRCLE SPEAKERStevenA.HallVice President for Alumni Relations Boston University

Steve Hall currently serves as the Vice President for Alumni Relations at Boston University, one of the world’s largest private research universities. In this capacity, Hall has responsibility for alumni relations, annual giving, advancement communications, and stewardship and donor relations for more than 300,000 BU alumni world-wide.

Hall is a member of the senior leadership team responsible for designing and executing the $1 billion Choose to be Great fund-raising campaign for BU, the university’s first comprehensive campaign. Under his leadership, alumni engagement has increased six-fold to more than 900 events and meetings each year, attracting more than 50,000 attendees. The alumni participation giving rate has increased 3 percentage points since the campaign began in 2010.

Prior to joining BU in 2007, he served for 12 years as CEO and president of the Houston Alumni Organization of the University of Houston. His previous experience includes serving as Vice President for Major Gifts at the Washington State University Foundation, where he oversaw college and school development staff, and in numerous roles in development and alumni relations at the University of Houston and University of Houston System.

A CASE member for 34 years and a recipient of the Crystal Apple Award, Hall is a frequent faculty member at conferences, including the Summer Institute in Alumni Relations, District I and District IV conferences, International Assemblies and Summits. He is also a frequent contributor to CASE publications. In 2012 and 2013 he chaired the Senior Institute in Alumni Relations. Programs he leads have received numerous CASE Circle of Excellence Grand Gold and Gold awards.

He served as Vice Chair of the Commission on Alumni Relations and as a member of the Commission on Philanthropy. In 2007-2008 he served as president of the Council of Alumni Association Executives and in 2005 and 2007 chaired the Alumni Professionals of Texas conference. Hall has served on both the CASE District I and District IV Boards.

At the University of Houston, Hall led the creation of a 300 member alumni legislative advocacy effort. He has testified before the Senate of the State of Texas on issues related to higher education and in 2013 was an invited panelist for the inaugural Massachusetts Public Higher Education Statewide Board of Trustees Conference.

Member Institutions 2015Arizona State UniversityBall State UniversityBoston UniversityBrigham Young UniversityClemson UniversityColorado State UniversityColumbia UniversityCornell University Duke UniversityFlorida State UniversityGeorgetown UniversityGeorgia Institute of TechnologyIndiana UniversityIowa State UniversityJohns Hopkins UniversityKansas State UniversityLouisiana State UniversityMassachusetts Institute of TechnologyMcGill UniversityMiami University of OhioMichigan State UniversityMississippi State UniversityNorth Carolina State UniversityNorthwestern UniversityOklahoma State UniversityOregon State UniversityPennsylvania State UniversityPurdue UniversityRutgers, The State University of New JerseySan Diego State UniversitySouthern Illinois UniversityStanford UniversityTemple UniversityTexas A&M UniversityTexas Tech UniversityThe Ohio State UniversityThe University of AlabamaThe University of ArizonaThe University of North CarolinaThe University of Rhode IslandThe University of Texas at El Paso

University of British ColumbiaUniversity of California, BerkeleyUniversity of California, DavisUniversity of California, San DiegoUniversity of California, Santa BarbaraUniversity of California, Santa CruzUniversity of CincinnatiUniversity of Colorado, BoulderUniversity of FloridaUniversity of HoustonUniversity of IllinoisUniversity of IowaUniversity of KansasUniversity of KentuckyUniversity of LouisvilleUniversity of MaineUniversity of MarylandUniversity of Massachusetts AmherstUniversity of MichiganUniversity of MinnesotaUniversity of MissouriUniversity of New MexicoUniversity of Notre DameUniversity of OregonUniversity of PennsylvaniaUniversity of PittsburghUniversity of South FloridaUniversity of Southern CaliforniaUniversity of Southern MississippiUniversity of Tennessee at KnoxvilleUniversity of TorontoUniversity of UtahUniversity of WashingtonUniversity of Wisconsin-MadisonVirginia Commonwealth UniversityVirginia TechWashington State UniversityWest Virginia UniversityWestern Illinois University


2015 CAAE Fellow Bios

FORMAN FELLOWBrandonBuzbeeSr. Director of Industry Engagement & Regional Advancement University of California, San Diego

Brandon Buzbee is the Senior Director of Industry Engagement & Regional Advancement at UC San Diego. He has been a leader in the full integration of the Career Services into Alumni Relations at the University. As an alumnus of UC San Diego, he brings a passion for challenging the status quo and fostering a culture of innovation.

During his four years at the UC San Diego, Buzbee has led efforts to conduct more than 4,000 face-to-face meetings with alumni throughout the country, helped move the alumni association from a dues-paying model toward a giving-societies model and worked to integrate solid-data analytics toward fostering stronger relationships with alumni. Most recently he has taken the lead to integrate alumni more deeply into the success and professional mobility of the student body through a re-envisioned employer outreach program.

TARDY FELLOWStephanie AndersonAssistant Director of Alumni Engagement University of Missouri

Stephanie Anderson is the assistant director of alumni engagement for the Mizzou Alumni Association, a membership-based organization that serves the 290,000 alumni of the University of Missouri.

Anderson’s passion for Mizzou began as a student and continues as an alumni relations professional. She joined the Mizzou Alumni Association staff in 2010 as a coordinator, and moved to her current position in 2013. She is part of the alumni engagement team responsible for more than 120 regional, constituent and affinity-based groups. Specifically, Anderson collaborates with volunteers and campus partners to increase engagement efforts the Mizzou’s largest alumni market, St. Louis.

Anderson graduated from Mizzou in 2008 with a bachelor’s degree in business, and again in 2010 with her MBA.

PREO FELLOWDavidSchmidtAssistant Director, Regional Engagement Duke University Alumni Affairs

Dave Schmidt has been working for the Duke Alumni Association since the fall of 2013, having graduated from Duke with a B.A. in Spanish and European Studies and a minor in Political Science in 2007. Prior to working at the DAA, Dave was an admissions officer for Duke’s Undergraduate Admissions Office for three years, and served as Duke’s Schondorf Exchange Fellow in Bavaria in the 2007-08 school year.

Since rejoining Duke, Dave’s work in Regional Engagement has focused on those Duke alumni living along the Eastern seaboard and upper Midwest, as well as Duke alumni in Latin America and Africa.


UPCOMING CAAE INSTITUTE DATES

WINTER 2016February 15-17, 2016Hyatt Gainey RanchScottsdale, AZ

SUMMER 2015July 12-14, 2015Chicago Marriott DowntownChicago, ILIn collaboration with the 2015 CASE Summit for Advancement Leaders

SUMMER 2016July 10-12, 2016New York, NY In collaboration with the 2015 CASE Summit for Advancement Leaders

CAAE MEMBERSKaren Abraham University of

New MexicoArmin Afsahi University of California,

San DiegoJohn Ashton University of Utah Scott Atwell Florida State

Alumni AssociationPatrick Auerbach University of

Southern CaliforniaChris Batchelder Oklahoma State

University Alumni Association

Kathy Bickel OSU Alumni AssociationPaula Bonner University of Wisconsin,

MadisonCalvin Brown The University of

AlabamaMelinda Burke University of Arizona

Alumni AssociationAmy Button Renz K-State Alumni

AssociationKirk Cerny Purdue Alumni

AssociationRyan Chreist University of Colorado

BoulderCarolyn Christopherson UCSC Alumni

AssociationPaul Clifford University of OregonJefferson Coombs Cal Alumni AssociationRichard Daniel The University of Texas

at El PasoJeff Davis Mississippi State


William Dean Texas Tech Alumni Association

Jerry DeFatta Southern Miss Alumni Association

Susan deMuth Johns Hopkins University

Douglas Dibbert The Univeristy of North Carolina General Alumni Association

Amy Eichhorst University of MD Alumni Association

Richard Engel UC DavisJ. T. Forbes Indiana University

Alumni AssociationJeff Gleim University of PittsburghSteve Grafton Alumni Association of

the University of Michigan

Steve Hall Boston UniversityJennifer Heisey University of Cincinnati

Alumni AssociaitonJoseph Irwin Georgia Tech Alumni

Association

Jeff Johnson ISU Alumni AssociationGabrielle Korn McGill UniversityStan Key University of Kentucky

Alumni AssociationLisa Lewis University of Minnesota

Alumni AssociationKeith Lue Brigham Young

UniversityJim Mazza Office of Alumni Affairs,

Cornell UniversityBill McCausland University of South

Florida Alumni Association

Todd McCubbin University of MissouriColleen Meyer Colorado State


Ray Mock Miami UniversityDanita Nias University of FloridaMichele Nota University of

Rhode IslandLeland Patouillet The University of

TennesseeTim Pavish Washington State


Mike Pede University of Houston Alumni Association

Paul Rucker University of Washington Alumni Association

Amy Spelman Western Illinois University

Julie Stroh Ball State UniversityMichelle Suarez SIU Alumni AssociationBenny Suggs NC State UniversityLoren Taylor University of Illinois

Alumni AssociationTom Tillar Virginia TechLaura Wayland Northwestern University Scott Westerman MSU Alumni AssociationSterly Wilder Duke UniversityChristine Wilkinson Arizona State UniversityHoward Wolf Stanford Alumni

Association

CAAE FELLOWSStephanie Anderson Mizzou Alumni

AssociationBrandon Buzbee UC San DiegoDavid Schmidt Duke University

Alumni Affairs

Winter Institute 2015 Participants

than

k yo

u

Revealing our new site!

Bold. Smart.

Elegant.

Introducing the re-imagined CAAE Website. New features include a simpler navigation, an expanded content resource and robust tools, which enable you to have a greater voice in alumni engagement and relations.

AlumniExecutives.org


Your’s.

Winter Institute 2015 Sponsors

AHITRAVEL Rick Small Mike Hull

BALFOUR Curt Langford Gary Gallivan

BANKOFAMERICA Greg Davis Kevin Pearson

CREDIBLE Stephen Dash Phil Super

DIRECTLINE TECHNOLOGIES Martha Connor

GOHAGAN &COMPANY Rick Frantz David McElwee

GONEXT Michael Maglione John Weeks

IMODULES

MERCERCONSUMER John Laskowski

NASAFEDERALCREDITUNION Matt Kaudy Chris Harper

PUBLISHINGCONCEPTS Colin Stewart Drew Clancy

USIAFFINITYCOLLEGIATE INSURANCERESOURCES Kathy Laabs Bernie Kennedy

TITLE SPONSORS

LIBERTYMUTUAL Sarah Fry Lisa Espinoza Mimi Fox

NATIONWIDE Steve Cochran Dave Harris LaTayne Bruce Layne Burns Barry Rosen

CORPORATE SPONSORS

than

k yo

u

boar

dmem

bers

re

trea

tThe CAAE Board of Directors met for their annual retreat November 3-4, 2014, in Dallas, Texas. During the meeting, the board reviewed progress on the strategic plan and prioritized activities for the current fiscal year. The board also reviewed the final financial statements for the fiscal year ending August 31, 2014, and approved the auditor’s review.

In addition to the actions listed above, the board: • Discussed the development of a comprehensive brand strategy to

reinforce and redefine the organization’s value proposition.

• Explored the creation of an outreach plan to institutional leaders, potential new members, and potential partner organizations and companies.

• Changed the name of the “Annual Member Survey” to the “Annual Census” to more accurately describe the project and its outcomes.

• Agreed to engage Ian Mosely, a data analyst based in Toronto, to review census data over a five-year period to determine trends and organizational clusters that may help inform future research.

• Approved the appointment of three new fellows for FY15:

Forman Fellow BrandonBuzbee Senior Director, Industry Engagement and Alumni Outreach University of California, San Diego

TardyFellow Stephanie Anderson Assistant Director of Alumni Engagement University of Missouri

Preo Fellow DavidSchmidt Assistant Director, Regional Engagement Duke University

• Developed a list of potential new institutional members and discussed an outreach strategy to engage them in a conversations about CAAE and its benefits.

• Discussed ways that the organization might engage corporate and other organizational partners in new and different ways, including involving them in the research agenda and inviting their chief strategists or researchers to help develop institute content.

• Reviewed progress on the fiscal year 2015 budget.

CAAE Annual

Board RetreatNovember 3–4, 2014Dallas Marriott Las Colinas / Dallas, TX


Financial Snapshot

Financial Snapshot


mem

bers

hip

mee

ting

To advocate the values of alumni association self-governance and to provide its members with relationships, information, and professional development to enhance alumni association administration.

Marriott Marquis New York, NY

July 15, 2014

Attending: Members attending the 2014 Summer Institute.

I. Welcome Steve Grafton (Michigan), President

II. ApprovalofMinutes Grafton called for approval of the February membership meeting minutes held in Phoenix.

Jeff Johnson (Iowa State) moved to approve, Gordon McDougal (VCU) seconded. Motion carried.

III. President/MembershipReport–Grafton • Thanked members for patience and work on strategic plan. • Dues will not increase for FY15. • CAAE has 78 members n New members: Tennessee, Cincinnati, Louisville, Oregon and Calgary n Dropped members: Delaware • Canadian institution membership issue: Board will use the U15 research rankings going forward

since Carnegie rankings are not applicable. • The corporate partner program is more consistent and streamlined in FY14. The board will

evaluate the program after the first year. • CAAE is accepting fellowship applications; members are encouraged promote the fellowships

to staff members. • Grafton recognized and thanked Paul Rucker (Washington) for his work on the CASE Summit

Programming committee. • Question from Mike Pede (Houston) about how CAAE plans to scale information to other

alumni relations professionals per our strategic plan? Grafton responded that a plan is not in place at this time but is evolving.

• Grafton reviewed a new two-year agreement with CASE; cost will increase from $40,000 to $55,000 annually so CASE can add additional staffing to support CAAE. Board is very pleased with the CASE partnership.

• Sterly Wilder (Duke) shared information about enhancing CAAE marketing and communications including a new website and member recruitment materials.

• Barbara Dick (Toronto) shared the functionality of the new CASE toolkit and what it means for the CAAE Survey.

n Survey will open in September and member data will be due by December. n Toolkit webinars will be offered to members beginning February 2015. n CAAE will continue to offer a printed version and it will be available at the winter institute.

Meeting Minutes: Summer 2014

Membership Meeting


MeetingMinutesSummer2014

n Big change: Historical data will be available in order to streamline the data entry process.

n Filtering opportunities are enhanced to allow for better benchmarking.

IV. ResearchAgenda–PaulaBonner(Wisconsin) • Update on research project with the Lilly School

at Indiana. • Preliminary information from the scan of research looks

good.

V. FinancialReport–JeffJohnson(IowaState) • Projected budget surplus of $41,132 for FY14. • Board has approved a $40,000 contract to overhaul the

CAAE website. • Johnson provided highlights of the FY15 budget. • Tax return and financial review is being performed. CAAE

will continue to work with Allison Hickman, Georgia Tech for financial reporting.

VI. BusinessItems • Bylaws changes were reviewed with the membership.

Joe Irwin (Georgia Tech) moved approval, Armin Afsahi (UC-San Diego) seconded. Motioned carried.

• Joe Irwin presented nominating committee report and slate. New board members include:

n JT Forbes (Indiana) – Vice President n Todd McCubbin (Missouri) – Treasurer n Jeff Todd (University of British Columbia) – Secretary n Colleen Meyer (Colorado State), Jefferson Coombs

(Cal-Berkley) and Howard Wolf (Stanford) – Director positions

VII. RecognitionofRetiringBoardMembers • Grafton recognized Jeff Johnson, Kirk Cerny (Purdue)

and Sterly Wilder for their service on the board.

VIII. FutureInstitute/SessionDates • Winter Institute 2015

February 16-18 Scottsdale, AZ Hyatt Gainey Ranch

• Summer Session 2015 July 12-14 Chicago, IL CASE Summit Collaboration

• Winter Institute 2016 February 15-17 Scottsdale, AZ Hyatt Gainey Ranch

• Summer Session 2016 July 10-12 New York, NY CASE Summit Collaboration

Respectfully submitted,

Todd A. McCubbin Secretary


caae 2015 winter institute booklet

Documents

alumni philanthropy

alumni networking

alumni relations missioncaae

landscape of alumni

alumnirelations field

analysis of alumni engagement

general alumni office

new members of caae