case district iv 2015 conference program

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t a b l e o f c o n t e n t s

Welcome ..............................................................................2

Austin Hilton Hotel Map ................................................3

Schedule at a Glance .......................................................4

Program ........................................................................ 5-20

Annual Business Meeting .....................................21-27

2014-15 Board of Directors ........................................ 28

2015 Resource Partners .........................................29-37

Conference Chair APRIL HAMPTON PEREZ, Southwestern University; Program Co-Chair ANGELA THRONE,

Texas A&M University; Program Co-Chair SUSAN WOMMACK, Baylor University; Operations Co-Chair SARA FURR,

Oklahoma State University; Operations Co-Chair KARL MILLER, University of Texas at Austin; Finance Chair JON

PAYNE, University of Texas at Austin; Engagement Chair DAN YOXALL, Our Lady of the Lake University; Sponsorship

Chair JOSH KEE, Southern Arkansas University; Marketing & Communications Vice Chair CHASE CARTER, Oklahoma

State University; Registration ERIN FELLER, Northeastern State University; Executive Track/Keynote Speakers CINDY

LOCKE, Southwestern University; Webmaster/Online Community VICTORIA HUGHES, Austin College; Scholarships/

Recognition and Publications BRUNO RUGGIERO, Nicholls State University; Awards Gallery/Recognition Chair

CARRIE PHILLIPS, Arkansas Tech University; Volunteer Chair GINNY JONES, Rice University

Advancement Services Track Chair SHERRIE DODSON, Baylor University; Alumni Relations Track Chair CHARLIE

VIENNE, Sam Houston State University; Annual Giving Track Chair KETURI BEATTY, University of North Texas; Athletic

Advancement Track Chair DAVID ONION, University of Texas at Austin; Communications/Marketing/Publications

Track Chair SONDRA WHITE, Texas A&M University; Donor Relations/Stewardship and Special Events Track Chair

SARAH SIMS, Oklahoma State University; Gift and Estate Planning Track Chair MELISSA BRAGG, Mary Hardin-Baylor

University ; Major Gifts Track Chair PAULA VOYLES, Oklahoma State University; Medical Advancement Track Chair

KRISTI COOPER, Baylor College of Medicine; New to the Profession Track Chair LAURA MURRAY, University of Texas

at San Antonio; Social Media/Web Track Chair AMY PETERSON, Texas Christian University; Student Engagement Track

Chair FELICIA LEWIS, Prairie View A&M; 2016 Conference Chair KARL MILLER, University of Texas at Austin

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Dear Colleagues,

WELCOME TO AUSTIN!

Over the past 10 years, Austin has not only landed

on numerous “best of” lists, but also found itself

frequently in the top spot. Austin prides itself on

being forward and open-minded, welcoming

diversity and progress without ever losing its character.

In these exciting times of higher education and institutional

advancement, our success depends on our ability to exchange

innovative ideas and learn from best practices and time-tested strategies. With inspiring

keynote addresses and more than 80 sessions in various stimulating tracks, presented by

experts in our field, we are confident Austin LIVE will make your “best of” list.

Thank you to the conference planning committee and presenters who have dedicated their

time and talents to producing an experience that integrates your feedback from last year

and strives to exceed your expectations. We are grateful for the steadfast partnership and

support of our sponsors and exhibitors who also contribute richly to this year’s program.

Enjoy Austin LIVE with colleagues from across CASE District IV, and embrace Austin’s

legendary live music, burgeoning restaurant scene and unique culture.

Regards,

APRIL HAMPTON PEREZ

Chair, 2015 CASE District IV Austin LIVE Conference

Senior Director of Gift & Estate Planning

Southwestern University

w e l c o m e f r o m t h e c o n f e r e n c e c h a i r

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a u s t i n h i l t o n h o t e l

FOURTH FLOOR

SIXTH FLOOR

SALOND

SALONE

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s c h e d u l e a t a g l a n c e

SATURDAY, APRIL 112:30 - 6:30 p.m. ..........................................Conference Registration5:30 - 6:30 p.m. ..........................................Welcome Reception

SUNDAY, APRIL 127:30 a.m. - 4:45 p.m. ................................Conference Registration7:30 - 8:30 a.m. ...........................................Continental Breakfast8:30 - 9:30 a.m. ...........................................Session One9:30 - 9:45 a.m. ...........................................Break9:45 - 10:45 a.m. ........................................Session Two10:45 - 11 a.m. ............................................Break11 - 11:45 a.m. ............................................Special Session – Avoiding Misadventures on the Road: How to Handle Difficult Situations with Alumni and Other ConstituenciesNoon - 1:30 p.m. ........................................Lunch – On Your Own1:30 - 2:45 p.m. ..........................................Session Three1:30 - 4:30 p.m. ..........................................Executive Track2:45 - 3:15 p.m. ..........................................Refreshment Break with Exhibitors3:15 - 4:30 p.m. ..........................................Session Four4:30 - 4:45 p.m. ..........................................Break4:45 - 5:30 p.m. ..........................................Featured Speaker Dr. Ed Burger and Savoie CEO Award Presentation5:30 - 6:30 p.m. ..........................................Spirit Night/Happy Hour6 - 9 p.m. ......................................................Executive Track Dinner and Panel

MONDAY, APRIL 138 - 9 a.m. .......................................................Breakfast and Featured Speaker Lorie Marrero9:15 - 10 a.m. .............................................Session Five10 - 10:40 a.m. ...........................................Refreshment Break with Exhibitors10:45 - 11:30 a.m. .....................................Session Six11:45 a.m. - 12:45 p.m. ...........................Lunch and Featured Speaker Jason Dorsey12:50 - 2 p.m. .............................................Accolades and Winning Presentations2 - 2:15 p.m. ...............................................Break with Jason Dorsey Book Signing/Meet and Greet2:15 - 3:15 p.m. .........................................Session Seven3:15 - 3:45 p.m. .........................................Refreshment Break with Exhibitors3:45 - 4:45 p.m. .........................................Session Eight5:15 - 5:45 p.m. .........................................State Meetings

TUESDAY, APRIL 148 - 8:45 a.m. .................................................Breakfast and Featured Speaker Roy Spence8:45 - 9:30 a.m. ...........................................CASE District IV Business Meeting and Awards9:30 - 10 a.m. ..............................................Visit with Sponsors and Vendors10 - 10:50 a.m. ............................................Session Nine11 - 11:50 a.m. ............................................Session TenNoon - 1:30 p.m. ........................................Closing Lunch and Featured Speaker Diane Gottsman1:30 - 2 p.m. ................................................Conference Closing

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2 0 1 5 c o n f e r e n c e p r o g r a m

SATURDAY, APRIL 112:30-6:30 p.m.Conference Registration

Austin Grand Foyer (6th Floor)

5:30-6:30 p.m.Welcome Reception

Austin Grand Ballroom (6th Floor)

SUNDAY, APRIL 127:30-8:30 a.m.Continental Breakfast


7:30 a.m.-4:45 p.m.Conference Registration


8:30-9:30 a.m.Annual Fund Campaign(Annual Giving)Hear case studies from independent schools on what worked, what didn’t and how to put the “Fun” back in to the Annual FUNd.

JOY RICH, Annual Giving Manager, All Saints Episcopal School; and WENDE DWYER-JOHNSEN, Parent and Trustee, All Saints Episcopal School

Room: 619 | SPONSORED BY: RUFFALO NOEL LEVITZ

Work Smarter Not Harder: Peer-To-Peer Major Gift Strategies (Major Gifts)Leverage your greatest champions – your volunteers – with a strategic, peer- to-peer major giving framework. This session will explore how to build, implement, and refine a peer-to-peer giving structure. Learn how to increase giving and generate buzz by training volunteers and arming them with the tools to successfully solicit major gifts.

KETURI BEATTY, Senior Director of Development, College of Education, University of North Texas

Room: 617| SPONSORED BY: EVERTRUE

Panel: The Profession of Advancement (New to the Profession)Seasoned professionals will provide an overview of the profession of advancement. Discussions will include ethics and integrity; prioritizing a chaotic workload; the fundraising cycle – how to

plan & stay organized; career tracks within the profession: frontline fundraising, major gifts, corporation & foundation relations, annual giving, advancement services, communications, etc. Information on the various professional associations and continuing education (AFP, PGC, CASE, CFRE) will also be provided. The goal is for new professionals to leave with a better sense of the complexity of the profession, various career paths and basic understanding of the work we do.

JEFF MCCLAIN, Senior Vice President of Development, LSU Foundation; APRIL HAMPTON PEREZ MSW, Senior Director Gift & Estate Planning, Southwestern University; and BRETT CHAMBERS, Vice President of Volunteer Relations, CASE

Room: 616A | SPONSORED BY: RICE CENTER FOR PHILANTHROPY

9:30-9:45 a.m.Break

9:45-10:45 a.m.Lower Budgets, Higher Expectations: Winning More Donors with Less (Annual Giving)It is the last year of your campaign, or perhaps you are facing an important deadline, and you have to blow the roof off of your alumni participation goal. With ever increasing budget cuts and additional responsibilities being placed on staff, how can organizations continue to meet and exceed their goals? Learn how one university developed a cross-departmental approach that analyzed donor trends and shifted existing financial resources to implement a series of mini-campaigns that integrated direct marketing and peer-to-peer solicitation efforts.

ASTRIA SMITH, Director of Annual and Alumni Giving, Southern Methodist University; and ANDREW SNOW, Director of Alumni Relations and Engagement, Southern Methodist University


Launching a Crowdfunding Program: One Year Later(Annual Giving)UTSA pioneered higher education crowdfunding in Texas with the introduction of its Launch UTSA platform in early 2014. Now, we’re ready to share what we’ve learned so you can decide whether this is a fad or a must-have giving opportunity. This session will be a case study of how the team at UTSA moved from inspiration to Launch UTSA, as well as share the results from the first year. We’ll assess our pilot projects and also offer some insights for success based on our experience.

HEATHER GREEN, Director of Development Communications, University of Texas at San Antonio; GREG CORTEZ, Director of Data Services, University of Texas at San Antonio; and MEGAN MILLER, Crowdfunding Manager, University of Texas at San Antonio

Room: 616B | SPONSORED BY: RUFFALO NOEL LEVITZ

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More Than Execution, True Strategic Part-ners Across Campus (Communications/Marketing/Publications)How do you ensure that your marketing team members operate as strategic partners for offices across campus with access to the right conversations and impactful contribution to the success of the university? You will walk away from this session with 10 proven approaches to delivering as a marketing partner.

CHRISTIE CAMPBELL, Associate Vice President for Marketing, St. Edwards University

Room: 619 | SPONSORED BY: TERMINALFOUR

Planned Giving ABC’s (Gift and Estate Planning)Learn the “ABCs” of planned giving. Understand the various gift instruments and how they can work into your institution’s overall major gifts strategy. Learn how to help donors understand the importance of including philanthropy into their estate plans. Come away with a “how to” book for implementing an effective planned giving program at your institution.

SUZANNE CROUCH, Director of Estate Planning, Austin College

Room: 615A | SPONSORED BY: PENTERA, INC.

The Words Every Development Officer Wants to Hear (Major Gifts)The nice voice on the other end of the phone is telling you she has decided to make a $1 million gift to your institution. What do you do now? Take care of the donor and her gift, and see what happens next! Hear a real-life case of the donor cycle, with multiple team members over multiple years, which resulted in maximum impact.

BRAD WALKER, CDO/CEO, Texas A&M University-Kingsville Foundation; and SPENCER YANTIS, Retired Vice Chancellor for University Advancement, University of Houston

Room: 410 | SPONSORED BY: EVERTRUE

Fundraising 101 (New to the Profession)Learn all the basics of getting organized and ready to roll. How to begin to build your portfolio; how to use Research effectively; how often to visit; how to prepare for the visit. New advancement professionals should leave this session ready to make their plan and work the plan.

JERRI LYNN SCHOOLEY, Assistant Vice President for Major Gifts for Health Science Center, Texas A&M University Foundation


Donor Relations and Special Events Made Easier Through Technology (Stewardship/Donor Relations)In 2015, there is no more, “should I?” with technology, now it’s “I must.” This session will highlight innovative approaches to donor relations and special events by exploring new apps and websites to make your life easier, delight and amaze donors and impress leadership. As we attempt to make donor events memorable, yet effective and streamlined, bringing the process into the 21st century has, at times, been a struggle. Let’s explore strategic ways to utilize your new gadgets, maximize ROI, discuss effective productivity apps, and explore ways to expand the potential of technology in the field.

LYNNE WESTER, Independent Consultant, Donor Relations Guru

Room: 615B

I Do Give Back…I Pay Tuition? (Student Engagement)Members of student organizations have a special relationship with their University. Many times, members of organizations (whether they be educational, social, fraternities or societies, club sports, etc.) emerge as leaders on campus. Identifying, building relationships and working with these leaders can be a way to teach students about philanthropy and to raise participation rates and annual gifts. This session will discuss creative ways to engage students, the joys and challenges or working with on campus organizations, practical methods to teach students about fiving back to their university and how to break the stigma of “why give back…I pay tuition”. The session will also highlight partnerships between young alumni and current students.

KRYSTYNA DAVENPORT BROWN, Director of Development, Division of Student Affairs, University of Texas at Austin; and KRISTINA BACHMAN, Associate Director of Development, Division of Student Affairs, University of Texas at Austin

Room: 617

10:45-11 a.m.Break

11-11:45 a.m.Avoiding Misadventures on the Road: How to Handle Difficult Situations with Alumni and Other ConstituenciesWhether you are a front line gift officer, a member of the communications team or serve alumni and parents, at some point you will be faced with a challenging experience in the field of advancement. From surprising situations and behavior to dealing with unexpected opportunities, this session will provide advice, techniques and strategies from experts in the field.

RANDA SAFADY, Vice Chancellor, University of Texas System; MARJIE FRENCH, Vice President External Relations and Chief Development Officer, University of Texas at San Antonio; and BETSY CLARDY, Vice President and Chief Development Officer, University of Texas Medical Branch – UTMB Health

Room: Salon A (4th Floor)


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Noon-1:30 p.m.Lunch - On Your Own

1:30-2:45 p.m.The Power of the Three-Part Ask: Integrating Major and Planned Gifts (Gift and Estate Planning)This session explores a donor-centered approach that not only asks for a planned gift but creates a path to a donor’s ultimate gift through unrestricted, endowed, and special gifts. We will look at ways to dissolve the silos between major gift officers and planned gift officers while creating a team cultivation and solicitation strategy that accomplishes the donor’s philanthropic goals. Participants discover how to move the conversation of a gift from deferred or current into a blended gift that adds value for the donor and increases overall gifts to the university.

SHANNON WOODWARD, Executive Director of Development – Gift Planning, Tulane University

Room: 412 | SPONSORED BY: PENTERA, INC.

Fostering Student-Alumni Connections at a Commuter Institution (Alumni Relations)This session will discuss how a less traditional institution had to think outside the box to “create” a tradition that fosters alumni engagement and celebrates graduating students. Learn how the Office of Student Affairs and Advancement collaborated to create an event that transformed the student experience during graduation, instilled pride and changed the long lasting culture in our newest alumni and the institution.

JAHA WILLIAMS, Director of Individual Giving and Alumni Relations, University of Houston-Downtown; and LIZA ALONZO, Assistant Dean of Students, University of Houston-Downtown

Room: 619 | SPONSORED BY: GLOBUS FAMILY OF BRANDS

Social Buzz: The Secret to Digital Fundraising Success (Annual Giving)Digital fundraising is no longer just a fad or a strategy for engaging younger donors. Seventy-four percent of boomers—the generation that contributes nearly half of all giving—connect with their favorite charities online. Not only are digital campaigns more cost-effective than traditional methods, they also provide the opportunity to engage a vast majority of donors by creating a “viral experience” that can only happen online. Effectively engaging donors online is to both an art and a science. Whether your goal is to acquire new donors or raise more money, you need a strategy that educates and entertains your audience while ultimately inspiring them to take action. During this session, you will learn:• How to leverage social buzz to dramatically impact your

fundraising efforts• The five steps to develop an effective online campaign• The two must-have ingredients of successful digital campaigns

REBECCA GREGORY, Executive Vice President of Client Strategy, Pursuant

Room: 616B | SPONSORED BY: RUFFALO NOEL LEVITZ

Using Big Data to Drive Your Success (Athletic Advancement)The trend towards capturing big data to enable data-driven decisions is creating great change and opportunities in collegiate and professional sports. More and more organizations are required to make decisions that can demonstrate a significant return on investment. During this session, we will describe how big data is driving ticketing, fundraising, and athletics strategies to uncover opportunities that drive revenues, save costs and influence ticket holder and donor behaviors.

JUAN GARCIA, Chief Strategy and Analytics Officer, University of Texas at Austin Athletics

Room: 617

Navigating a Protracted Story Pitch (Communications/Marketing/Publications)Some story pitches to the media are simple. They are straight forward emails with intriguing subject lines that pique a journalist’s interest. They result in stories in the very near future and culminate with a great news clip for your organization. Then, there are those pitches that are more complicated as they may be conducted face to face or require building relationships between the reporter and subject(s), more development and patience. This session will provide several easy tips and examples for navigating a protracted pitch or in-depth story idea to the media. The presenter draws on her experience of pitching a story to an NPR reporter in October 2013 to the resulting four-feature stories that aired beginning in May 2014 as well as a 2013 ABC News interview that led to four national news segments in 2014.

TONYA LEWIS, Assistant Director of Media Communications, Baylor University


Know When to Hold Them, Know When to Fold Them: Using Research and Data to Move Forward (Major Gifts)The central office has established goals and it’s no surprise that you have to bring in more money. How are you going to raise the money and meet individual performance metrics? Regardless of the size of your research operations, development staff or travel budget, we will share resources to help you make data driven decisions so that you have a winning portfolio. Learn how advancement services staff can support the development function and how development officers can utilize research to meet fundraising goals. Regardless of whether you are a new development officer or an experienced development officer who has always used your gut to make decisions, this session is for you.

NORISHA KIRTS, Associate Director of Development, LSU E.J. Ourso College of Business; and RAYCHEL ROY, Director of Advancement Services, LSU Foundation

Room: 615A | SPONSORED BY: EVERTRUE

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Strategic and Active Listening: Using the 80/20 Rule to Become a Rockstar Fundraiser (New to the Profession)Strong communication skills are a must for development professionals. Speaking and writing skills are essential, but strategic and active listening skills are often overlooked. Effective development professionals listen 80 percent of the time, and talk 20 percent of the time, so this session will focus on how to listen, what to listen for, and how to use the gathered information to build smart and sustainable relationships with your donors. Only through true listening and understanding can we build strategies that elicit our best actions.

JANA DUFFY, Senior Director of Regional Development, Oklahoma State University Foundation; and SARA FURR, Director of Regional Development, Oklahoma State University Foundation


Social Media: One Approach, Many Voices (Social Media/Web)Each social media platform has its own culture and requires its own voice. Rather than ask one or two individuals to wear every hat and juggle every platform, we’ll show how decentralizing your social media approach can actually help you keep your messages on target.

JEFF BROWN, Director of Social Media Communications, Baylor University

Room: 615B | SPONSORED BY: MERLINONE

2:45-3:15 p.m.Break with Sponsors and Exhibitors


3:15-4:30 p.m.Advancement Services Overview: What is Advancement Services, Why is it Important and How Do We All Work Together? (Advancement Services)Success in the immediacy of fundraising in an internet world has increased the interdependency of traditional Services functions with those that are donor-facing. Highly collaborative cross-team engagement can improve the donor experience and reduce the overhead required to reach fundraising goals. This is a unique opportunity for VP’s and managers across the advancement spectrum to take a fresh look at structural ways to optimize the value of their Services investment.

CHARLES HEADLEY, Executive Director of Development, Southern Methodist University; and ALI MCLANE, Senior Associate, Bentz Whaley Flessner

Room: 617 | SPONSORED BY: BLACKBAUD

Case Study: A Guide to Nationally Ranked Alumni Participation (Alumni Relations)Last year, Clemson University became a US News & World Report Top 20 Public University. While there were many factors that led to this accomplishment, Clemson’s #4 national ranking in alumni participation was a major contributor to that success. In this session, Merge, Clemson’s alumni association digital strategy partner, will discuss how Clemson University drove alumni engagement which helped Clemson earn the #4 national ranking for alumni participation.

JUSTIN DAVIS, Business Development Manager, Merge

Room: 615B | SPONSORED BY: GLOBUS FAMILY OF BRANDS

Growing Your Athletics Annual Fund (Athletic Advancement)The annual fund is the life blood of any intercollegiate athletic program and provides the necessary foundation for all other forms of fundraising. Panelists representing three annual fund programs, in various stages of maturity, will share how they are adapting their programs to increase their number of donors and gifts.

ANDREW HAMOR, Assistant Athletics Director for Annual Giving, University of Texas at Austin Longhorn Foundation; TRAVIS COMER, Associate Athletics Director, Texas State University; JENNIFER COLLEY, Senior Director, Texas Christian University Frog Club; and DAVID ONION, Senior Associate Athletics Director, University of Texas at Austin Longhorn Foundation

Room: 619

Overcoming Development Challenges in Academic Colleges (Major Gifts)We will outline a few of the distinct challenges for major gift development in academic colleges, which were volunteered by current development officers at a national meeting. A partial list includes the alumni portfolio, fidelity of development staff, alumni engagement with the college, and cross-college alumni; these difficulties are unlikely to be overcome without the understanding and support of the dean. We will discuss the underlying sources of these challenges and provide some solutions for overcoming them, thereby helping development officers and deans in any college build a more successful fundraising partnership.

LAUREN KIDD, Senior Director of Development – Arts and Sciences Team Lead, Oklahoma State University Foundation; and BRET DANILOWICZ, Dean, College of Arts and Science, Oklahoma State University



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8 Tips for Securing Gifts from Private Foundations(Medical Advancement)Just complete the grant application and the checks will come, right? Private foundations can be a great resource for support for medical schools and healthcare organizations but they are far from being a sure thing. From capital gifts to medical research to scholarships, the funds are there but what can we do to be more successful in securing those gifts for our organizations? In this session, you will learn 8 tips for securing gifts to strengthen your institution.

ANDREW ROBISON, Director of Development, Texas A&M University Foundation

Room: 614

Panel of CASE Rising Stars: Moderated by Brooks Hull, Vice President at Austin College (New to the Profession)Wonder how to become involved more in professional development opportunities? Join this session to hear from the past 3 Rising Star Award recipients for CASE IV. They will discuss their first conference, how they became involved and how that has translated into leadership roles within CASE IV. Brooks Hull, Director of Volunteer Engagement for the CASE IV Board, will moderate the session and lead the discussion on how to make the most out of your CASE IV membership experience.

BROOKS HULL, Vice President, Austin College; CARRIE HARRIS PHILLIPS, Director of New Media, Arkansas Tech University; KIRBY TICKEL-HILL, Director of Development and Donor Relations, Northern Oklahoma College; and JOSH KEE, Assistant Vice President for Development, Southern Arkansas University


Responsive Website Design (Social Media/Web)From desktop computers to mobile devices and all of the tablets and phablets in between, designing compelling websites is increasingly complicated. Join us for a look into Baylor’s recent migration to responsive web design. We will discuss the trends and traffic changes that informed our strategy and will take a look at our responsive websites and how they serve as effective communication tools to our visitors.

ANDREW MADDOX, Assistant Director, Electronic Communications, Baylor University

Room: 615A | SPONSORED BY: MERLINONE

Keeping the Best and Last Gifts (Gift and Estate Planning)In planning a gift there are many non-tax issues that must be considered. This presentation focuses attention on those aspects of the gift planning process that most often impact the relationship between donors, development professionals and the institution. We will take an in-depth look at retaining and reconciling the needs of the institution and its policies with the interests and expectations of the donor over a 20 to 30 year span.KRISTINE NELSON HOWLAND, Director of Planned Giving, Trinity University

Room: 616B | SPONSORED BY: PENTERA, INC.

4:30-4:45 p.m.Break

4:45-5:30 p.m.Featured Speaker Dr. Ed Burger and Savoie CEO Award PresentationThe 5 Elements of Effective Thinking: Harnessing and Unleashing Your True Creative PotentialIn this lively presentation, we will first acknowledge the true promise of one’s formal education, and then will extract practical life lessons that should not only be offered throughout one’s education, but also that can be applied to our everyday professional (and personal) lives to make us more creative, imaginative, and strategic thinkers and problem-solvers. By applying these practicable habits of the mind, you will be able to realize even greater heights (and raise even more money) in the great cause of supporting a life-changing education.

EDWARD BURGER is the President of Southwestern University as well as an educational and business consultant who has led creativity and leadership seminars at the World Bank, Microsoft, the United States Department of the Interior, the International Monetary Fund, and colleges and universities around the world. Most recently he was the

Francis Christopher Oakley Third Century Professor of Mathematics at Williams College, and served as Vice Provost for Strategic Educational Initiatives at Baylor University. He is the author of over 60 research articles, books, and video series (starring in over 4,000 on-line videos viewed by over ten million individuals).

Austin Grand Ballroom (6th Floor) } SPONSORED BY: PURSUANT KETCHUM

5:30-6:30 p.m.Spirit Night/Happy Hour

Austin Grand Ballroom (6th Floor) | SPONSORED BY: LIBERTY MUTUAL

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MONDAY, APRIL 138-9 a.m.Breakfast and Featured Speaker Lorie MarreroIs Keeping Up Keeping You Down?Despite our modern conveniences, we struggle more than ever with managing our time and information. Join us for an engaging and fun presentation with nationally recognized organizing expert Lorie Marrero, where you will learn how a simple playground game can help you sort your information, what baking cookies has to do with procrastination, and the one question you should ask before putting anything on your calendar. Get a new point of view on productivity

and leave with actionable changes you can implement right away!

Certified Professional Organizer® LORIE MARRERO is the bestselling author of The Clutter Diet: The Skinny on Organizing Your Home and Taking Control of Your Life and The Home Office Handbook. She is also the creator of

ClutterDiet.com, an innovative program allowing anyone to get expert help at an affordable price. Her organizing books and products are sold online and in stores nationwide. Lorie is a spokesperson for Goodwill Industries International, and she is a contributing editor

for Woman’s Day magazine. She has also served as a spokesperson for many other companies, including Staples, Brother, and

Microsoft, and she happily lives in Austin, Texas.


9:15-10 a.m.Rejuvenating Tired Reports (Advancement Services)Is it report season again? With so many projects and competing priorities on our plates, it’s easy for annual reports to become routine and stale because who has time to dream big? This session will focus on how to break out of the dreaded “this is the way we’ve always done it” mentality and provide practical solutions for rejuvenating tired reporting. You’ll learn how a little proactive planning can result in an extreme report makeover.

MICHAL SHAW, Senior Director, Compliance & Stewardship, Oklahoma State University Foundation; and ABBY FOX, Director of Stewardship, Oklahoma State University Foundation


Am I a Twit if I Don’t Tweet? Twitter 101 (Alumni Relations)This session is designed for advancement professionals who do not yet use Twitter for communication with alumni and donors and/or for professionals who are just beginning to use Twitter. Dr. Cooper

will teach professionals how to create an account, walk the audience through the site, and give examples on how this form of social media can be used to market the university, communicate with audiences, and connect constituencies. Although this session does not address fundraising through Twitter, some of the examples presented may be transferable to that arena.

MARY KAY COOPER, Senior Director of Alumni Relations, Trinity University

Room: Salon E (4th Floor) | SPONSORED BY: GLOBUS FAMILY OF BRANDS

Trends in Annual Giving: Q&A with the Experts (Annual Giving)This interactive dialogue will explore current trends and best practices in annual giving. Bring your questions, and put the experts on the spot.

KETURI BEATTY, Senior Director of Development, College of Education, University of North Texas; EMILY KERNAN HILBER, Director, Rice Annual Fund, Rice University; ADRIAN MATTHYS, Director of Annual Giving, University of Texas at Austin; ANDREW SNOW, Director, Alumni Relations & Engagement, SMU; and KATIE YOUNG, Director of Alumni Relations, Greenhill School

Room: Salon B (4th Floor) | SPONSORED BY: RUFFALO NOEL LEVITZ

The Importance of a Strong Partnership with Campus Development (Athletic Advancement)Athletics is often perceived as being “on an island of its own” on campus. It is imperative to break that perception by creating strong relationships with colleagues on campus, especially those in central development. Learn how to build a stronger relationship with your campus colleagues– and close gifts you never thought possible.

MARJIE FRENCH, Vice President External Relations and Chief Development Office, University of Texas at San Antonio; BRANDON RAPHAEL, Associate Athletics Director-Development, University of Texas at San Antonio; GREG DAVIS, Assistant Vice President of Development, Baylor University; DOUG SMITH, Executive Associate Athletics Director, Baylor University; and DAVID ONION, Senior Associate Athletics Director, University of Texas at Austin

Room: Salon D (4th Floor)

Developing a Mutually Beneficial Affinity Marketing Plan (Communications/Marketing/Publications)Nationwide Insurance and the University of Arkansas Alumni Association (UAAA) have partnered to develop a comprehensive affinity program. In the development of this relationship, advancing the mission and causes of the partnering school is essential to the success of program. This presentation will focus on: 1) how Nationwide Insurance Affinity Solutions works together with the UAAA to develop a mutually beneficial relationship; 2) what NW Affinity Solutions has learned about member buying behaviors through its affinity programs and how the partner can apply these learnings; and 3) how digital marketing is being effectively integrated into affinity program communication strategies, including such

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tactics as targeting alumni on LinkedIn, Facebook and Twitter, and “retargeting” promotions to alumni visiting your homepage.

SCOTT RICHARDS, Director, Distribution Channel Marketing, Nationwide Affinity Solutions; RUBIN MINOR, Affinity Client Manager, Nationwide Affinity Solutions; and BRANDY COX, Executive Director, University of Arkansas Alumni Association

Room: 615AB | SPONSORED BY: TERMINALFOUR

Developing a Multichannel Planned Giving Marketing Program (Gift and Estate Planning)Brochures, mailings, the Internet…all techniques you use to market your planned giving program. But are you reaching the right people with the right message? In today’s multichannel environment, you need a Planned Giving Marketing Plan. We will discuss how to identify planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies. Attending this session you will learn the seven step process to put it all together and develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.

TIMOTHY LOGAN, FAHP, ACFRE, Senior Vice President and Senior Consultant, RuffaloCODY

Room: Salon A (4th Floor) | SPONSORED BY: PENTERA, INC.

Living Together - Can University Advancement and Admissions Live Amicably in One University Call Center? (Major Gifts)This session will describe a 2 1/2 year effort to develop common goals and create a plan where both admissions and fund raising goals are met. The university call center operates with one manager, a common set of student callers trained in both admissions and fund raising strategies and shared costs to achieve agreed upon goals. The session will describe both the challenges and the achievements of operating a shared call center and will provide results that will be of strategic value to other universities seeking to maximize efforts in both areas.

DR. BARBARA BREIER, Vice President of University Advancement, Texas State University; STEPHANIE ANDERSON, Assistant Vice President for Admissions, Texas State University; and DAN PERRY, Assistant Vice President for Advancement Services, Texas State University


Operationalizing a Grateful Patient Program (Medical Advancement)This session will cover the back office work including HIPAA compliance, data flow, and prospect prioritization as well as how a development officer can facilitate successful visits with grateful patients and engage physicians in meaningful ways.

ANGELA YOUNG, MLA, CFRE, Vice President, Grenzebach Glier and Associates; and DAN LOWMAN, Senior Vice President, Analytics & Director, GG+A Survey Lab, Grenzebach Glier and Associates

Room: 619

Biting the Bullet: Lessons Learned from Tearing Down and Rebuilding a Social Media Strategy (Social Media/Web)You can change your college’s logo, you can change your school’s mission, you can change your staff and programs, but one thing that’s impossible to change is your location. How do you recruit students to a college where the closest signs of life, e.g., the mall, is a two hour drive from campus? Eastern New Mexico University, a.k.a., “the college in the middle of nowhere” was forced to embrace its home in Portales, New Mexico and focus on the benefits that distinguish its programs and co-curricular activities from colleges in more attractive geographic area. To accomplish this, the Office of Communication Services decided to rebuild their social media strategy and channels from the ground up. ENMU’s digital marketing efforts made it possible to strengthen brand awareness and meet enrollment goals.

MARISSA HYDE, Web and Print Content Coordinator and Social Media Specialist, Eastern New Mexico University

Room: 616AB | SPONSORED BY: MERLINONE

Women, Wealth & Wisdom: The Creation and Implementation of a Donor Education Event (Stewardship/Donor Relations)You’ve seen the statistics: Today’s women are an active financial force – they earn, manage and distribute more wealth than ever before. Their importance as planned gift and major gift prospects shouldn’t be forgotten as it will continue to grow. This instructive workshop will share Texas A&M Foundation’s journey in creating and implementing a donor education for event for women. The session will relay what has worked, what has not worked, and convey practical ideas that can be implemented quickly and cost effectively. There will also be interactive audience discussion about how can an approach like this be used for other specific markets.

ANGELA THRONE, Gift Planning Officer, Texas A&M University Foundation

Room: 617

10-10:40 a.m.Refreshment Break with Sponsors & Exhibitors


10:45-11:30 a.m.A Minute to Win it, in the Shark Tank, Facing the Firing Line – Dozens of New Donor Relations Ideas in 60 Seconds or Less (Stewardship/Donor Relations)Who knew so many good ideas could fit into one session? During this fun, rapid-fire hour, donor relations/stewardship/special events experts from across CASE District IV will pitch their best ideas (in a minute or less!) all the while taking questions from the audience, who in turn are asked to share their own successes. You are guaranteed to

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walk away with several new ideas to implement in your own shops or day-to-day work.

SARAH SIMS, Director of Donor Engagement, Oklahoma State University Foundation; and CASE District IV Colleagues

Room: 412

Online Giving Days: After the Gold Rush (Advancement Services)Online giving days lead to massive boosts in new donors and overall fundraising. But then what? BWF social’s Justin Ware will look at case studies from successful online giving days and break down the big wins and reasons why those efforts were successful. Tips will be provided for making the most of all this new donor data and applying it your overall development operation.

JUSTIN WARE, Director of Interactive Communication, Bentz Whaley Flessner


What’s In It For Us? Leveraging Campus Partnerships to Enhance Alumni Engagement (Alumni Relations)Engaging alumni in meaningful ways is not only important in helping constituents feel connected and valued by their alma mater, but also helps advance the goals and priorities of the institution. As universities become more responsive to the needs and expectations of alumni and donors, alumni relations professionals serve as an important resource and advocate for the needs of its alumni. In this session, attendees will learn how to leverage campus partnerships in meaningful ways to help connect constituents to opportunities and experiences that will enhance their affinity and involvement in the life of their alma mater. The presenter will share examples related to lifelong learning, internationalization, and affinity outreach and networks. Additionally, participants will gain insights related to assessment and measuring success as it relates to aligning programs and initiatives with institutional priorities and resources. Information pertaining to a variety of constituencies ranging from young alumni, graduate alumni, mature alumni, parents, and friends will be highlighted in the presentation so that attendees will be able to develop actionable opportunities within their respective organizations.

DAN STYPA, Associate Director of Alumni Engagement, Rice University

Room: Salon D (4th Floor) | SPONSORED BY: GLOBUS FAMILY OF BRANDS

Changing the Culture of Athletics Development (Athletic Advancement)The need for philanthropic support in higher education has never been greater. How do we ensure the cause for giving to athletics remains at the forefront of donors’ minds? Fundraisers must create a compelling case for giving, and build an organization that can best support the objectives.

GARY M. COLE, Ph.D., Executive Vice President & Principal, Pursuant Sports

Room: 614

Marketing Automation: A 2015 Imperative (Communications/Marketing/Publications)Ready or not, we’ve entered a new era. We’re competing against big brands that have mastered the art of communicating to consumers. They are targeting our prospective students, alumni and donors daily. We must evolve to stay relevant. We need to meet people where they are in their consideration cycle with real-time, triggered communication. This session will cover why marketing automation is a must, how we did it, our results and where we are going from here.

KATE HAHN, Director, Recruitment Marketing, St. Edwards University

Room: 616AB | SPONSORED BY: TERMINALFOUR

Planned Giving Success According to the Book of Virtues (Gift and Estate Planning)Guided by The Book of Virtues, by William J. Bennett, Diane Thornton will demonstrate how the ten virtues symbolize important components of gift planning success. Each of the virtues relate to the fundamental building blocks of a well-executed planned gift, built over time, that can positively impact the giver and the charity with great joy. This presentation provides practical applications to finding a prospect in your database or in conversation. Learning to navigate your organization is equally important, and the presentation will include a “how to” on encouraging partnerships with gift officers, Board and advisory members, and other individuals in your organization.

DIANE THORNTON, CFP, Senior Director of Gift Planning, University of St. Thomas-Houston

Room: 615AB | SPONSORED BY: PENTERA, INC.

Acknowledge, Engage, Inspire: Utilizing Stewardship for Major Gift Moves Management (Major Gifts)Generally people assume gift stewardship extends to acknowledgement, gratitude, and financial transparency. In this presentation, we will make a case that creative approaches to stewardship, and a strategic partnership between the development and stewardship staff can inspire a prospect to their highest level of philanthropy.

ADRIAN OWEN, Associate Director of Donor Relations, LSU College of Science; and EMILIA GILBERT, Director of Development, LSU College of Science

Room: Salon A (4th Floor) | SPONSORED BY: EVERTRUE

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The Donor Cycle of a Transformational Gift: Case Studies from a $1 Billion Campaign (Medical Advancement)How do those transformational gifts really happen? First, it takes a village. There are many people who shape the donor strategy and are instrumental in closing the multi-million-dollar gift. In medical institutions, grateful patients often are the best fundraising prospects. This session will present case studies of several transformational gifts Baylor received during its most recent $1 billion campaign. The roles of the physicians, alumni, volunteers, leadership and development staff in the donor cycle will be discussed and lessons learned will be shared.

KRISTI S. COOPER, Vice President, Philanthropy & Alumni Relations, Baylor College of Medicine

Room: Salon B (4th Floor)

Student Engagement at Texas A&M: Relationship Building from Current Student to Former Student (Student Engagement)This presentation will discuss strategies used at Texas A&M University to “friend raise” with current Aggie students, to cultivate relationships as current students transition to former students. You will discover the touch points The Association of Former Students has with each current student, as well as special relationships that are built with student leaders through organizational involvement and support.

KELLIE MALONE, Coordinator of Campus Programs, Texas A&M University Association of Former Students; and JEN SMITH, Coordinator of Campus Programs, Texas A&M University Association of Former Students

Room: Salon E (4th Floor)

11:45 a.m.-12:45 p.m.Lunch and Featured Speaker Jason DorseyCrossing the Generational Divide in Advancement: Unlocking the Power of

Generations to Engage AlumniWe work in a time of unprecedented generational challenge and change. Four generations on a higher education campus. Five generations of alumni and

influencers. And making matters more urgent, there is a tremendous amount of misinformation

around generational differences in higher education, parenting, fundraising and more. What we know for a fact: Strategies that work for one generation can be a complete turn-off for others. This generational divide makes your job more difficult and more important than ever.

In this provocative presentation, bestselling author JASON DORSEY

exposes new generational truths that directly impact advancement professionals. Jason shares surprising data, firsthand stories, and step-by-step actions. You can rely on these actions to drive communication, engagement, volunteerism, philanthropy and more for your institution.

Arrive early because you want to hear why Gen Y doesn’t like vowels and the one tool Baby Boomers never leave home without. You’ll also instantly discover why Jason Dorsey has earned 1,000 standing ovations—including from alumni groups coast to coast—and been featured on 60 Minutes, 20/20, and The Today Show.


12:50 -2 p.m.Accolades and Winning Presentations

2-2:15 p.m.Break with Jason Dorsey Book Signing/Meet and Greet


2:15-3:15 p.m.Connecting Alumni and Student Experiences (Alumni Relations)The University of New Orleans Alumni Association has partnered with student affairs and enrollment management to leverage alumni relationships to support student success. Alumni volunteer with student recruitment events such as the University’s spring and fall open houses, Grad Fair, extended orientation camp, and more. The Alumni Association also hosts student-centered events such as a resume review workshop and professional dining etiquette luncheon. This presentation will be an overview of each event, how alumni are engaged and stewarded, as well as the impact that the alumni are able to have on current and prospective students.

JASON GUILBEAU, Assistant Director, Alumni Affairs, University of New Orleans


Maximizing Phonathon’s Potential (Annual Giving)This session will cover several key essentials to maximizing the potential of Phonathon. It will introduce new tools to identify key statistics for improving profit and recognizing avoidable pitfalls. It will also present tools to improve the strength of your supervisor team, the callers, and yourself.

JEROME DOUGLAS, Director of Phonathon, Texas Christian University

Room: Salon D (4th Floor) | SPONSORED BY: RUFFALO NOEL LEVITZ

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Developing an Athletics Capital Campaign – A Panel Discussion (Athletic Advancement)While all capital campaigns have similarities, capital campaigns are also quite unique. This session will explore how three institutions approached their athletics capital campaign both internally and externally. Panelists will discuss how their campaigns were structured, their execution and most importantly, what worked and what changes they would make if they started the campaign again.

TRAVIS DABNEY, Senior Vice President for Major Gifts, Texas A&M University 12th Man Foundation; KATINA JACKSON, Associate Athletics Director for Major Gifts, University of Houston; DOUG MCNAMEE, Associate Athletic Director, Baylor University Baylor Bear Foundation; and DAVID ONION, Senior Associate Athletics Director, University of Texas at Austin Longhorn Foundation


Think Inside the Box: Rethinking the Boundaries of Staff, Budgets, & Time (Communications/Marketing/Publications)Effective marketing and communications is more important than ever. The success of admissions, development, and alumni relations hinges on the ability of marketing staff to present a compelling story to the appropriate audience. As a professional/manager/director, it is imperative to use every available resource within the institution to accomplish your objectives.Attending this session will show how Lyon College transformed their Marketing and Communications department into a highly productive and effective team in just a few months. This session will outline how key changes in mentality and personnel can take a stagnant, overworked department and transform them into a progressive, creative, and diversified unit. It is time to think INSIDE the box.

JON VESTAL, Vice President of Institutional Advancement, Lyon College; and JOSHUA TATE, Director of Marketing & Communications, Lyon College


Words That Work: What Surveys from 10,000 People Tell Us About the Words and Phrases that Encourage Planned Giving (Gift and Estate Planning)How do you ask for a bequest gift? How should you describe a gift annuity or remainder trust to generate the most interest? This presentation shares results from a series of recent surveys uncovering the words and phrases that work best to encourage interest in planned giving. Dr. James begins with an overview of the neurological processes that drive charitable decision-making and explains how these processes link to the survey results on optimum word choice. Learn practical, scientifically based approaches that will increase your effectiveness in communicating about planned giving.

DR. RUSSELL JAMES, Director of Graduate Studies in Charitable Planning, Texas Tech University


Engaging Medical Alumni in Campaigns (Medical Advancement)This session will present ideas for engaging, organizing and involving medical alumni, from various geographical locations, in campaigns benefitting the school where they received their medical education. We will address creative approaches to work with current and former faculty members that can assist in the cultivation and solicitation of alumni. Cultivation and solicitation strategies will be presented, as well as ideas to use in recruiting medical alumni to serve as campaign volunteers and leaders.

BETSY CLARDY, Vice President and Chief Development Officer, University of Texas Medical Branch – UTMB Health

Room: 617

#PictureIt: Using Instagram to Grow Your Social Media Presence (Social Media/Web)Named the top app of the year by Apple in 2012—Instagram has taken the social sphere by storm. As its own social network or integrated with other networks, Instagram plays a key role in sharing your institutional message. Join Carrie and Brent for this session where you’ll learn 25 tips and ideas to make your institution’s Instagram account stand out. Be prepared to join the conversation and share your own ideas as well.

CARRIE PHILLIPS, Director of New Media, Arkansas Tech University; and BRENT PASSMORE, Communications Director, Arkansas Education Association

Room: Salon E (4th Floor) | SPONSORED BY: MERLINONE

How Social Media is Changing Advancement (Social Media/Web)In a world where donors screen our phonathon calls and delete our emails, many Universities are turning to social media to get the word out about giving. In this session, we will discuss if you really can raise money on social media, and what the future holds for fundraising and social media.

ELYSE MENGER, Assistant Director of Student & Young Alumni Programs, Texas Christian University

Room: 412 | SPONSORED BY: MERLINONE


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Implementing a Donor Relations Program to Inspire the Next Gift (Stewardship/Donor Relations)From creating or managing giving societies and donor recognition programs, to implementing individual top donor engagement plans, this session will help you explore how to implement a comprehensive donor relations program that fits your institution’s unique needs. After successfully winding down a $1B+ Campaign, Sarah and Cristy will share how a solid donor relations and stewardship program is laying the groundwork for the next big campaign. Join this session for candid conversation about lessons learned from program successes and even a few failures, exploration on how to partner with our frontline development officer colleagues and how to maximize your donor relations impact.

SARAH SIMS, Director of Donor Engagement, Oklahoma State University Foundation; and CRISTY RACY, Director of Donor Programs, Oklahoma State University Foundation

Room: 615AB

Engaging and Cultivating Millennials: Strategies that will Keep Them Giving (Student Engagement)Researchers have categorized the new generation as millennials due to divergent behaviors, attitudes and values, which have been significantly impacted by the internet and economic conditions. Today, there are approximately 80 million millennials in the U.S., which make up 30% of the population. Participants will explore ways to maximize relationships with this new generation, learn how to solicit gifts and uncover ways to effectively engage and keep them involved. Engaging students is the first step in building the donor pipeline, therefore creating an appealing student philanthropy program should be at the forefront of all development initiatives. Participants will also gain insight on how to build a new student philanthropy program with a small budget.

FELICIA LEWIS, Annual Fund Manager, Prairie View A&M University; and ROCHELLE VAZQUEZ, Student Development Assistant, Prairie View A&M University

Room: 616AB

3:15-3:45 p.m.Refreshment Break with Sponsors & ExhibitorsAustin Grand Ballroom (6th Floor) | SPONSORED BY: E.F. MARKETING GROUP

3:45-4:45 p.m.Building a Process to Manage High Impact Data Projects at Your Institutions (Advancement Services)At the OSU Foundation, our organization struggled with managing and prioritizing high-impact data projects for our institution. IT didn’t know how to prioritize projects (Admin vs. Development), which projects would have the most organizational impact and overall project ownership was low. Over the course of a year the OSU Foundation created and launched the “Core Team Process” which has allowed the organization to have better awareness of data projects, their organizational impact and an exact prioritization of those projects. Since the inception of the Core Team Process, the OSU Foundation has seen an increase in organizational understanding of key initiatives, better focus on high-impact projects and less stress on IT in their execution of those projects. The Core Team Process is a straightforward process, which could be implemented at any organization to better manage high-impact data projects.

BONNIE RADLEY, Director of Data Services, Oklahoma State University Foundation; and CHARLES CAMERON, Senior Director of Data Services, Oklahoma State University Foundation

Room: Salon E (4th Floor) | SPONSORED BY: BLACKBAUD

Alumni Relations Career Paths: One Professional’s Move From an FCS School to the SEC (Alumni Relations)This session will focus on managing your career and goals as an alumni relations professional.

JEFF DAVIS, Executive Director, Mississippi State University Alumni Association


A Fisherman’s Tale: Using Analytics to Inform Plans, Allocate Resources and Improve Performance (Annual Giving)We know that we need to ask the right people, at the right time, for the right amount, in support of the right thing. In annual giving, this is often easier said than done, right? If annual giving is the equivalent of fishing with large nets, analytics is the insight into where to cast your net. Using analytics doesn’t have to involve a huge consulting budget or a robust analytics team. To start, just think analytically! In this session, we will take an in-depth look of the independent variables and data points that are most often statistically significant and relevant to informing important annual giving decisions and equip you to leverage the information already in your database to improve results without adding budget or personnel. Work smarter—not harder!

MEREDITH BLAIR, Executive Director, Annual Giving & Regional Advancement, University of California, San Diego

Room: Salon A (4th Floor) | SPONSORED BY: RUFFALO NOEL LEVITZ

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Creating a Community of Web Content Experts (Communications/Marketing/Publications)Because of limited resources and complex organizations, higher ed websites are often maintained by overworked and under-equipped employees that work outside of the web team. Educating, empowering and motivating these content editors is crucial for delivering a consistent web experience to your audiences. In the fall of 2014, UNT Health Science Center launched a new and improved website with new design and a new content management system. We also launched a new program to engage our community of more than 150 content editors and subject matter experts to help them create consistent, user-friendly and accurate web content. Our program focuses on communications, streamlined training, new opportunities to learn and recognition of successes. I’ll share what worked and what didn’t, and offer best practices for a successful web content management program that relies on a community of contributors that goes beyond the web team.

MATT HAVLIK, Web Content Manager, University of North Texas Health Science Center

Room: Salon D (4th Floor) | SPONSORED BY: TERMINALFOUR

Gifts for Donors Who Are Land Rich (Gift and Estate Planning)Real estate is an asset held by many potential donors and it can be very advantageous as an asset gifted to a charitable organization. However, great care must be exercised to address challenges in order to reap the rewards of real estate gifts. This presentation explores the types of real estate assets, the gift plan types utilized when such assets are given to charities, the process of marketing for such gifts as well as the procedures, checklists and techniques for the acceptance of real estate gifts. Gifts of mineral interests will also be discussed. Practical examples will be included to clearly illustrate the potential for valuable gifts of real estate to charitable organizations.

GLENN PITTSFORD, Vice President for Gift Planning, Texas A&M University Foundation; and TIM WALTON, Assistant Vice President for Real Estate Services, Texas A&M University Foundation

Room: 412 | SPONSORED BY: PENTERA, INC.

Getting Strategic about Talent Management (Major Gifts)Most of us are well aware of the data Penelope Burk released a couple of years ago: The average amount of time a fundraiser stays at his or her job is 16 months and it is costly to find a replacement. It’s time to get strategic about how we recruit and retain our high-performing fundraisers. Our only strategies can no longer be to “poach” or “post and pray.” There are proven steps we can take to ensure that we recruit the right talent. There are strategies we can use to reward and retain that talent once they have become part of our team. Come and explore how one system of higher education is helping its institutions develop talent management programs that improve recruitment and provide retention strategies for high performing staff members.

JIM NOFFKE, Associate Vice Chancellor Center for Enhancing Philanthropy, University of Texas System

Room: Salon B (4th Floor) | SPONSORED BY: EVERTRUE


Leaving A Legacy of Saving Lives: Gift Planning for Healthcare Causes (Medical Advancement)This session will discuss the many methods of giving major and planned gifts, from cash gifts to charitable trusts. The examples given will be primarily from the healthcare and higher education field, but the topics are applicable to fundraisers raising money for any cause.

BRIAN T. HERVEY, CGPP, CFRE, Vice President, Philanthropy & Communications, Scott & White Healthcare Foundation

Room: 617

You Said WHAT About Us on Facebook? Why Your Organization Needs a Social Media Policy (Social Media/Web)Facebook. Twitter. Instagram. Social media is being used to fundraise and engage your constituency. You know the importance of having a presence for your organization on all the major sites. However, without a social media policy and guidelines for your agency, you may be headed for a great downfall. Learn how social media policies benefit agencies of all sizes and shapes, and what you should include in your organization’s policy.

LISA CHMIOLA, CFRE, Director of Major Gifts and Planned Giving, St. Agnes Academy

Room: 615AB | SPONSORED BY: MERLINONE

A Seamless Transition: Converting Dedicated Students into Loyal Alumni (Student Engagement)This session is designed for advancement and alumni relations professionals who are interested in developing new ways of collaborating to increase alumni giving and participation at any stage of the cycle.

JAHA WILLIAMS, Director of Individual Giving and Alumni Relations, Univer-sity of Houston-Downtown; and LIZA ALONZO, Assistant Dean ofStudents, University of Houston-Downtown

Room: 616AB

5:15-5:45 p.m.State Meetings/Service AwardsArkansas:................................................................................................................................ 412Louisiana:............................................................................................................................... 614New Mexico: ......................................................................................................................... 619Oklahoma: ................................................................................................Salon B (4th Floor)Texas: ..........................................................................................................Salon A (4th Floor)

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TUESDAY, APRIL 148-8:45 a.m.Breakfast and Featured Speaker Roy SpenceThe Power of a Purpose-Inspired Organization

The organizations and leaders who will create the future will all have one characteristic in common; they will be ‘Purpose Inspired.’ They will be driven to improve lives — not as philanthropy — but as the core business strategy. Winning on Purpose will be the mantra and the accelerator of passionate employee engagement, life improvement innovations and exceptional and sustainable performance. This presentation will be inspiring, entertaining and enlightening. Roy’s up close and personal journey with legendary giants like Southwest Airlines founder Herb Kelleher, Wal-Mart founder Sam Walton, Chili’s/Brinker International founder Norman Brinker and Jim Collins, best-selling author of Good to Great just to name a few, will swiftly and purposefully cover what is purpose, why do you need it, how do you lead with purpose, what purpose looks and sounds like. And most importantly, make the case for Purpose being today’s most powerful competitive advantage.

ROY SPENCE is Co-Founder and Chairman of GSD&M, a leading marketing communications and advertising company. He is also now Co-Founder and CEO of The Purpose Institute, a consulting firm that helps people and organizations discover and live their purpose. Under Roy’s leadership, his agency has helped grow some of the world’s most successful brands like “Don’t Mess with Texas,” Southwest

Airlines, Wal-Mart, DreamWorks, the PGA TOUR, BMW, the U.S. Air Force, L.L.Bean and the Clinton Foundation. Roy has been a trusted advisor to legendary leaders including Sam Walton and Southwest Airlines founder, Herb Kelleher. His counsel has also been sought by U.S. presidents and leaders in the State Department. Roy’s passion is entrepreneurship. He deeply believes that entrepreneurship is the miracle of America. His mantra is “Don’t Do Mild” in work or life; follow your dreams, follow your passion, and follow your purpose.


8:45-9:30 a.m.CASE District IV Business Meeting and AwardsPresentation of the Rising Star, Distinguished Professional and 20+ Years of Service Awards


9:30 - 10 a.m.Visit with Sponsors and Exhibitors

10-10:50 a.m.Love Your Data: Tools, Tips and Tricks to Optimize Information in Order to Maximize Your Fundraising Potential (Advancement Services)Leaders across all industry sectors achieve success through the thoughtful and creative use of data. Likewise, educational institutions can and do benefit from tapping their own constituent information. In the course of this discussion, participants will be introduced to the latest fundraising analytics strategies, techniques and tools to build a solid data-driven foundation. This presentation will set participants on the path to leverage the power of data and will include discussion on what analytics tool are available to: • Evaluate prospects’ interest and support for fundraising initiatives • Prioritize prospects who have the greatest fundraising potential and interest in the organization • Identify new prospects who have similar philanthropic interests

SARAH WILLIAMS, Lead Analyst & Consultant, Marts & Lundy; and TINA DONAHOO, Senior Analyst & Associate Consultant, Marts & Lundy

Room: 615B | SPONSORED BY: BLACKBAUD

Texas Exes Chapter & Network Tier Structure (Alumni Relations)After three years of research, development and training, on July 1, 2014, the Texas Exes launched a new tiered structure for geographic chapters and affinity networks in order to align the alumni engagement groups with the Texas Exes Alumni Association strategic priorities. The structure also matches finite resources to leverage the most good, establishes a stronger sense of accountability for chapters and networks, drives compliance and reduces risks, and allows for more insight into all activities the Texas Exes chapters and networks are doing. Announced in August of 2013, the Texas Exes Alumni Engagement team spent ten months training volunteers in order to carry out this new structure.

COURTNEY RATLIFF, Director of Alumni Engagement, University of Texas at Austin Texas Exes


Don’t Be Anti-Social! Going from Parallel Play to Full Integration in Your Annual Giving Program (Annual Giving)Have you ever heard of “parallel play”? This is a term for the stage when children play alongside each other and mirror each other’s behavior without actually interacting or engaging. Much of what we might call multi-channel is often more “parallel channels.” Sending a direct mail appeal and then a follow-up email is, technically, using multiple channels. But isn’t it really more parallel play than integration? An integrated, multi-channel fundraising effort is

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coordinated, subtle, thoughtful, and employs all possible channels and partnerships. If you’re not considering social media as a critical channel opportunity in everything you do, you’re missing a priceless opportunity to reinforce your messages and engage your donors (and potential donors) where they hang out.

AMANDA DAVIS, Associate Vice President of Annual Giving, Oklahoma State University Foundation; and MEREDITH BLAIR, Executive Director, Annual Giving & Regional Advancement, University of California, San Diego

Room: 615A | SPONSORED BY: RUFFALO NOEL LEVITZ

Sustaining a Campaign Over the Long Run or Reputation (Communications/Marketing/Publications)Many people think you need to come up with a fresh messaging campaign each year. We’ve pursued a direction that allows us to retain our primary campaign while evolving it each year to keep it fresh, relevant and address key institutional opportunities identified through prospective and current student research. Four years ago, we launched the TRUEMU campaign to very positive response. Due to its popularity/strength, we decided to find ways to continue the campaign by evolving it each year to focus on new themes. This has kept it fresh and relevant, while retaining its very strong look/messaging and increasing familiarity. The campaign covers all key university areas — prospective student recruitment, current student, faculty and staff, and alumni. The presentation will show the evolution over the four years and be highlighted with images, videos, etc.

WALTER KRAFT, Vice President, Communications, Eastern Michigan University

Room: 616A | SPONSORED BY: TERMINALFOUR

Gift Annuities for Non-Donors: Goldmine or Landmine? (Gift and Estate Planning)Say “gift annuity,” and it conjures up images of donors in their late 70s or older, hoping to boost their income. There is, however, another prospect pool: those wanting to create a gift annuity for someone other than themselves. These gifts can work wonderfully for both donor and charity but are undoubtedly more complex, and there are a number of hazards to avoid in putting the gift together. This presentation will examine case studies to illustrate these potential landmines and how to avoid them.

SHEILA HARD, Director of Gift Planning, University of New Mexico Foundation


Why Gray is Good: The Naming Process (Major Gifts)Naming opportunities at universities abound and can be a great way to engage alumni and raise much needed funding. Such opportunities require processes and procedures that may not be as black and white as you might think. A panel of seasoned advancement professionals from The University of Texas System


will share their experiences vetting facility and program naming opportunities with donors, campus staff and their board for 15 UT institutions. The discussion will include how they developed their current process and what they have learned along the way.

JAN HOPSON, Director of Gift Planning Services, University of Texas System; RANDA S. SAFADY, Ph.D., Vice Chancellor for External Relations, University of Texas System; and CHANDRA MCTYRE, Assistant Director of Gift Planning Services, University of Texas System

Room: Salon B (4th Floor) | SPONSORED BY: EVERTRUE

Getting Student Buy-in: Onboarding Student Volunteers (Student Engagement)Because peer-to-peer solicitations are a key to bringing in gifts from the millennial generation, it should not be overlooked when planning your student giving strategy. In this session, we will discuss how to recruit and train student volunteers to make peer solicitations and promote your student giving program.

ELYSE MENGER, Assistant Director of Student & Young Alumni Programs, Texas Christian University

Room: 616B

11-11:50 a.m.Partnering with an Academic Unit (Alumni Relations)This presentation will help advancement professionals understand best practices for a successful partnership with an academic unit. Attendees will leave with an understanding of practical processes, providing innovative and concrete suggestions for working with academic units to maximize alumni and donor engagement. The presenters will highlight their story including initial steps, the people and personalities involved, goals and outcomes.

JOSH LODOLO, Director of Development and Alumni Relations, University of Texas at Austin; and CARYN CARLSON, Ph.D., Associate Chair, Psychology Department, University of Texas at Austin

Room: 616A | SPONSORED BY: GLOBUS FAMILY OF BRANDS

Securing Internal Buy-in for Blitz Campaigns (Annual Giving)Blitz campaigns are one of the latest trends in annual giving, using time limits, challenges, new media, and traditional solicitation channels to bring in many new small gift dollars and donors. To be successful, such campaigns require buy-in and coordination institution-wide. Fresh from the second annual 40 hours for the Forty Acres campaign on April 8 and 9, Marsha and Adrian will talk about what it takes to get all of the appropriate players at your institution on board and pulling in the right direction to meet dollar and donor goals for a money (and participation) bomb.

ADRIAN MATTHYS, Director of Annual Giving, University of Texas at Austin; and MARSHA REARDON, Coordinator for Student Philanthropy and Special Campaigns, University of Texas at Austin


19


Live Webcast – On-Demand Recordings Technology (Communications/Marketing/Publications)A live-stream webcast will be moderated from the conference podium in Austin, streamed to the public Internet live online from the Media Resources studio at Texas A&M University Baylor College of Dentistry in Dallas.

ART UPTON, Website Administrator, Texas A&M University Baylor College of Dentistry; and SCOTT FREDERICK, Director of Media Resources, Texas A&M University Baylor College of Dentistry

Room: 616B | SPONSORED BY: TERMINALFOUR

Planned Giving Demystified (Gift and Estate Planning)This presentation takes the mystery out of the planned gift process. Attendees will learn the simple keys to securing planned gifts, why securing planned giving is critical to their organization, when to start a planned giving program and what are the ten easy steps necessary to start their own planned giving program.

ROBERT BUCHHEIT, CFP AEP, Director of Generosity, The King’s University

Room: 615B | SPONSORED BY: PENTERA, INC.

Intelligent Fundraising: How to Accelerate Donor Discovery and Prioritization with Actionable Data (Major Gifts)Intelligent fundraising strikes a balance between the art of storytelling and the science of data modeling. It’s not the fundraiser who tells the best story who necessarily gets a gift. Rather, it’s the fundraiser who tells an appropriate story to the donor who has been waiting and wanting to engage with you and your organization who will get the gift. The future of fundraising must not be captive to historical precedence or personal preferences. The intelligent fundraiser must use comprehensive data models to challenge or validate their assumptions about current and prospective donors. Further, those data models should go beyond traditional segmentation and RFM models. Actionable data combines multiple data points to create a unique, ongoing Donor Listening Platform™ that offers a dynamic picture of the individual donor, their natural and native habits, and how they can be moved to donate dollars, support, and time. Having a systematic, process-driven donor discovery and prioritization plan will ensure you maximize your fundraising dollars to advance your organization in measurable ways.

TONY SMERCINA, Executive Vice President, Principal, Pursuant

Room: Salon A (4th Floor) | SPONSORED BY: EVERTRUE

Donor Relations: The Extra Mile is the Best Part of the Journey (Stewardship/Donor Relations)Your donor relations program should be as individualized as the donors themselves. What works for one university, college,

department or donor doesn’t necessarily work for another. In this session we will discuss implementing a customized donor-based strategy that strengthens relationships and support, look at three unique success stories and brainstorm on how to engage faculty, staff and students in your institution’s donor relations efforts.

DIANE OSWALD, Director of College Relations, Texas A&M University


Cultivating Your Next Generation of Donors: Strategies for Turning Students Into Philanthropists (Student Engagement)More and more we have to be focused on developing our next generation of donors; this session will focus on creative ways to utilize your current resources to transform students and young alumni into donors.

CASSIE ALVARADO, Director of Development and Alumni Relations, University of Texas at Austin: School of Information

Room: 615A

Noon-1:30 p.m.Closing Lunch and Featured Speaker Diane GottsmanIt’s Not Just Lunch... It’s Business!Admit it – have you ever been dining and asked the person next to you, “Is this my water?” Perhaps you’ve dined with a prospective donor or alumni leader and found yourself embarrassed as you asked a critical question just as she or he took a large bite of food putting you both in an awkward situation. Confidence in dining situations frees one to pay closer attention to business conversation. When we are nervous, we cannot give one hundred percent of our concentration to fellow diners, leading to miscommunication, or a business breakdown. Questions about which fork to use, what to do if you have dropped your napkin and what role you hold in a “toast”

are all legitimate concerns. Knowing how to handle one’s self with poise in dining situations adds

to an individual’s overall effectiveness when representing your institution at social and business events.

DIANE GOTTSMAN is the owner of the Protocol School of Texas (www.protocolschooloftexas.com). She is a

national modern manners and etiquette expert, television personality, and sought

after keynote speaker. Her clients range from university students to Fortune 500 companies. Visit dianegottsman.com

for more information.


1:30 p.m.

20

Dr. David F. Rankin was appointed the President of Southern Arkansas University in January 2002.

In addition to his duties as President, Rankin serves as the Economic Advisor to Arkansas Governor Mike Beebe and is Chairman of the Governor’s Council of Economic Advisors. The economic advisor to the governor is responsible for chairing

the Governor’s Council and reviewing the Arkansas state revenue forecast. In addition, the advisor has responsibilities for the promotion of coordinated economic development activities within the state.

Rankin received his bachelor’s degree in management from the University of Arkansas in 1964 and an M.B.A. in finance from Louisiana Tech University in 1966. He earned his Ph.D. in finance from the University of Mississippi in 1970 and earned the Chartered Financial Analyst designation in 1979.

In 1968, Rankin joined the faculty of SAU as an assistant professor of finance. From 1977-80, he served as Dean of the School of Business Administration and Professor of Economics and Finance at SAU. In 1991-92, Rankin was named Puterbaugh Professor and Chair of the Department of Economics and Finance. He was a Visiting Professor of Business and Economics and Consultant for the School of Business at Ouachita Baptist University from 1992-93. Dr. Rankin served again as a Puterbaugh Professor and Chair of

the Department of Economics and Finance at Southern Arkansas, and again as Dean of the School of Business Administration from 1994-2001.

In 1986, he was selected as University Honor Professor. In 1985, 1987, and 1993 he was given the Americanism Educational League Award for excellence in teaching Free Enterprise Economics, and he is a George Washington Honor Medal recipient from the Freedoms Foundation for Excellence in Economic Education. Rankin was given the Outstanding Phi Beta Lambda Advisor from Arkansas award in 1989. From 1987-90 he served on the FBLA-PBL, Inc. National Board of Directors.

Dr. Rankin has been actively involved in the Boy Scouts of America and has received the District Award of Merit and the Silver Beaver Award. He is a member of Central Baptist Church and a Sunday School teacher in the Men’s Department.

Dr. Rankin and his wife, Toni, reside in Magnolia and have two sons, Curtice and John, and a daughter, Beth Anne.

c h i e f e x e c u t i v e l e a d e r s h i p a w a r d

2015 s c h o l a r s h i p r e c i p i e n t s

Tiffany AcostaNew Mexico State University

KyleaAmerinNorthwestern Oklahoma StateFoundation

JessicaAustinRice University

MaurissaBuchwaldCameronUniversity

KristinaCardenasUniversity of TexasPan American

DanaCarmanSchreinerUniversity

CarloCastilloUniversity of TexasAustin

HalleyChaveyUniversityof Dallas

CarolineCollierTexas ChristianUniversity

LindsayFredenburgHoly Trinity CatholicHigh School

JillJacobsTexas A&MCorpus Christi

BryceKillingsworthOSUFoundation

ShaunaMagnusenBaylorUniversity

JenniferMcDermottUniversity ofNorth Texas

AshleeNolanSouthwestern Oklahoma StateUniversity

SashaNouriHockaday School

Haley SmithNorthwestern Oklahoma StateUniversity

CallumStewartTrinityUniversity

Aaron WallisSouthern ArkansasUniversity

SusanWarrenOuachita BaptistUniversity

21

2 0 1 5 a n n u a l b u s i n e s s m e e t i n g

CASE IV ANNUAL BUSINESS MEETINGApril 14, 2015Austin, TX (Austin Hilton)

AGENDA

I. Call to Order

II. Welcome and Recognitions

III. Approval of Minutes from April 15, 2014 Annual Business Meeting

IV. Treasurer’s Report

V. Proposed By-laws Amendments

VI. Election of New Board Members

VII. Recognition of Retiring Board Members

VIII. Recognition of District Conference Scholarship Recipients

IX. Milestone Achievement Awards

X. 2015 Rising Star Award Presentation

XI. Other Business

XII. Adjournment

22


I. Call to order: 8:28 a.m.

II. Welcome and Recognitionsa. Jim Lewis welcomed District IV members and thanked them

for attending the conference. Lewis recognized Porter Garner and the 2014 Conference Team and thanked them for their hard work and leadership.

III. Approval of the Minutes a. Jeff McLain motioned to approve the minutes from the March

26, 2013Annual Business Meeting. Liz Landry seconded. The motion passed unanimously.

IV. Treasurer’s Reporta. Scott Taylor presented financial report for the period July 1,

2012 to June 30, 2013. Taylor stated the District had a great year and that revenues are up $40,000 due to the 2013 conference and support from our sponsors and resource partners. Taylor noted on the cash and cash equivalent, end of year of $205, 011 reflected on the statement of cash flows. Steve Valencia motioned to accept the financial report. Kayla Acebo seconded. The motion passed unanimously.

V. Proposed By-laws Amendmentsa. Jim Lewis reviewed proposed by-law amendments on Article

III, Section B3: a-e, Directors to be appointed by the District Chair. Adding the Director of Volunteer Engagement to the directors appointed by the District Chair. This director will develop and implement a strategy to identify and develop candidates for future leadership roles with the Board of Directors, the annual conference and regional programming. Jeff McLain motioned to amend the CASE District IV by-laws. Scott Taylor seconded. The motion passed unanimously.

VI. Election of New Board Membersa. Liz Landry presented the slate of officers and directors.

Chair Elect: Susie Nicholson Vice President of Student Services & University Relations Arkansas Tech Univeristy Russellville, AR Term expires: 2016

Secretary: Kirby Tickel Hill Director of Development and Donor Relations Northern Oklahoma College Tonkawa, OK Term expires: 2016

Director for District Communications: Janet Perez Director of Communications and Marketing Baylor Law School Waco, TX Term expires: 2016

MINUTESApril 15, 2014Hilton Americas, Houston, TX

Motion made by Scott Taylor to accept the slate of officers.

Christian O’Neal seconded. The motion passed unanimously.

Jim Lewis then announced the directors selected in the state caucuses.

Arkansas: Christian O’Neal Executive Director, Alumni University of Arkansas Little Rock Little Rock, AR Term expires: 2016

Oklahoma: Sheri Snyder Vice President of Development and Community Relations Northern Oklahoma College Tonkawa, OK Term expires: 2016

Texas: Lisa Vasquez Associate Vice President of College and Public Relations Collin College McKinney, TX Term expires: 2016

Lewis turned the meeting over to the 2014-2016 Chair, Steve Valencia. Valencia thanked Lewis for his leadership to District IV.

VII. Recognition of Retiring Board and Committee Membersa. Steve Valencia recognized board members whose term

was ending and thanked them for their commitment to the District. Those member recognized included: Linda Jackson, Brent Passmore, Sara Furr and Jeff McLain.

VIII. Recognition of District Conference Scholarship Recipients

a. Steve Valencia recognized the 2014 CASE IV Scholarship Recipients and thanked the scholarship committee.

IX. Milestone Achievement Awardsa. Steve Valencia recognized district members who have served

20, 25, 30 and 35 years in advancement. Jim Lewis presented each individual a certificate.

X. 2014 Distinguished Achievement Award Presentationa. 2014 Distinguished Achievement Award was not presented.

XI. Other Business

XII. Adjournmenta. Brent Passmore made the motion to adjourn. Karl Miller

seconded. The motion passed unanimously. Meeting adjourned 8:46 a.m.

23


MESSAGE FROM THE CHAIROn behalf of the CASE District IV Board of Directors and the 2015 Conference Planning Committee, I welcome you to Austin. A group of dedicated volunteers has been working for more than a year to prepare an educational and entertaining conference for you. The annual conference and our regional program offerings are designed to enhance your professional growth and provide you with a network of colleagues and mentors. I hope you take advantage of the many opportunities provided by CASE District IV.

Today’s annual business meeting is important as we elect new members to the volunteer leadership team, approve our financial statements, and honor individuals and groups who make a difference in our profession. CASE District IV exists to serve you, so I encourage you to take a participatory role in the governance and management of the organization.

District IV has enjoyed many successes during the past few years. Attendance at this conference has exceeded our projections as did last year’s conference in Houston. Annual conference programming continues to expand to offer new opportunities to senior leadership professionals, and those engaged in specific development arenas, such as in athletics or for medical schools. We have offered regional programming in South Texas, Louisiana, New Mexico and Arkansas, with goals of expanding to other parts of the District. Our organization’s finances, as you will see today, are in excellent condition and have allowed us to make targeted investments to serve the membership.

Our work is supported through our close partnership with CASE. Headquartered in Washington, D.C., CASE is experiencing tremendous growth as it expands into a global organization serving educational institutions and advancement professionals. Today, CASE is transitioning from the longtime and successful leadership of its president, John Lippincott, to the vision and energy of its new president, Sue Cunningham. Her unique international experience will bring to CASE a global perspective and will be the catalyst for new opportunities for members to serve our alumni living abroad.

In closing, I would encourage you to seek opportunities to become more involved in the future of District IV. As an all-volunteer organization, our future depends on professionals like you who are willing to devote time and energy to serve the profession. From becoming a member of our board of directors, to volunteering at one of our conferences, District IV has a role for you. From my personal perspective, my involvement in CASE and District IV has been one of the most rewarding and meaningful experiences of my career.

Please let me know how District IV can better serve you and your institution. For your convenience, my email address is listed below.

Welcome to Austin!STEVE VALENCIAChairman, CASE District [email protected]

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25


STATEMENT OF ACTIVITIES

26

STATEMENT OF FINANCIAL POSITION

STATEMENT OF CASH FLOW


27


2015 SLATE OF NOMINATIONSThe nominating committee of CASE District IV has proposed the following slate of officers be presented for elections:

TREASURERErin FellerNortheastern State UniversityOklahomaTerm expires: 2017

DIRECTOR FOR EDUCATIONAL PROGRAMMINGCarrie PhillipsArkansas Tech UniversityArkansasTerm expires: 2017

In accordance with the by-laws of the District, each member institution shall have one vote. It is the institution’s responsibility to select one member representative to cast the vote for the institution. Nominations for these positions will be accepted from the floor. Robert’s Rules of Order shall govern the procedures for election.

Respectfully submitted, LIZ B. LANDRYNominating Committee ChairImmediate Past Chair, CASE District IV

DIRECTOR FOR OPPORTUNITY AND INCLUSIONGregory PerrinUniversity of Texas at AustinTexasTerm expires: 2017

DIRECTOR FOR DISTRICT SCHOLARSHIPSAaron MartinUniversity of Louisiana at LafayetteLouisianaTerm expires: 2017

PROPOSED BYLAW AMENDMENTArticle and TitleArticle III, Section B2: a-e, Directors to be elected by the membership

RationaleTo eliminate the Director for Marketing and Membership from the directors elected by the membership. The duties of the Director for Marketing and Membership will be transferred to the State Directors.

CurrentDirectors to be elected by the membership for a two-year term shall include: a. Director for District Communications b. Director for Marketing and Membership c. Director for District Scholarships d. Director for Educational Programming e. Director for Opportunity and Inclusion

ProposedDirectors to be elected by the membership for a two-year term shall include: a. Director for District Communications b. Director for Marketing and Membership c. Director for District Scholarships d. Director for Educational Programming e. Director for Opportunity and Inclusion

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2 0 1 4 - 2 0 1 5 b o a r d o f d i r e c t o r s

+*Chair (2014-16) STEVE VALENCIA Northwestern Oklahoma State [email protected]

+*Chair Elect (2014-16) SUSIE NICHOLSONArkansas Tech [email protected]

+*Immediate Past Chair (2014-16)LIZ LANDRY University of Louisiana at [email protected]

+*Secretary (2014-16)KIRBY TICKEL HILLNorthern Oklahoma [email protected]

+*Treasurer (2013-15)SCOTT TAYLORSouthern Methodist [email protected]

Director of Volunteer Engagement (2014-16)BROOKS HULLAustin [email protected]

Director for Board Operations (2014-16)SARAH SIMSOklahoma State [email protected]

Director for Conference Site/Hotel Selection (2013-2015) HOLLY CULLENLouisiana State [email protected]

Director for District Awards (2013-2015) CARRIE HARRIS PHILLIPS Arkansas Tech [email protected]

+*Director for District Communications (2014-16)ANITA THOMPSONNortheastern Oklahoma State [email protected]

+Director for District Scholarships (2013-2015)BRUNO RUGGIERONicholls State [email protected]

Director for District Sponsorships (2014-16) JOSH KEE Southern Arkansas [email protected]

+*Director for Educational Programming (2013-15)KARL MILLERUniversity of Texas at [email protected]

Director for Website & New Media (2013-2015)VICTORIA HUGHESAustin [email protected]

+Director for Opportunity and Inclusion (2013-2015)COURTNEY CEGERSUniversity of Arkansas at Pine [email protected]

Director for Arkansas (2014-16)CHRISTIAN O’NEALUniversity of Arkansas Little [email protected]

+Director for Louisiana (2013-2015)AARON MARTINUniversity of Louisiana at [email protected]

+Director for New Mexico (2013-2015)MAUREEN HOWARDNew Mexico State [email protected]

+Director for Oklahoma (2014-16)SHERI SNYDERNorthern Oklahoma [email protected]

+Director for Texas (2014-16)LISA VASQUEZCollin [email protected]

COMMITTEE CHAIRS2015 Conference Chair (2013-2015) APRIL HAMPTON PEREZSouthwestern [email protected]

2015 Conference Program Co-Chair (2013-15)ANGELA THRONETexas A&M [email protected]

2015 Conference Program Co-Chair (2013-15)SUSAN WOMMACKBaylor [email protected]

2016 Conference Chair (2014-2016)KARL MILLERUniversity of Texas at [email protected]

ASAP LIAISONS**District 4 ASAP RepresentativeKATE AYALAUniversity of New Mexico [email protected]

CASE BOARD OF TRUSTEES**District IV Trustee (2012-2015)DAVID DINISt. Mark’s School of [email protected]

**District IV Trustee (2014-2017)BETH SMITHArkansas State [email protected]

*District IV Trustee (2014-2017)TRACY SYLER-JONES Texas Christian [email protected]

CASE COMMISSION MEMBERS**Alumni Relations (2012-2015)PORTER S. GARNER IIITexas A&M [email protected]

**Communication and Marketing (2012-2015)LAUREN BROOKEYTulsa Community [email protected]

HOLLY CULLENLouisiana State [email protected]

**Philanthropy (2013-2016)KARL MILLERUniversity of Texas at [email protected]

DISTRICT STAFF CONTACT**Brett ChambersCouncil for Advancement and Support of [email protected]

* Executive Committee+ Elected Position** Ex-Officio

29

2 0 1 5 r e s o u r c e p a r t n e r s

BOOTH NUMBER 125 1157 designconcepts

171 S. Lester AvenueSidney, OH 45365937-497-1157www.1157designconcepts.com

1157 designconcepts specializes in custom donor recognition solutions, history displays, hall of fame projects, plaques, room signage and interactive displays.

BOOTH NUMBER 133Balfour

7211 Circle S Rd.Austin, TX 78745806-438-9089www.balfour.com Balfour specializes in official ring programs, assisting alumni associations in further developing more meaningful ring traditions for students and graduates. Located in Austin, Texas, Balfour hosts official ring workshops at its headquarters, regionally and on campus to share highly effective growth strategies and best practices that strengthen buy rates. Balfour also offers graduation announcement, diploma frame and customized regalia programs.

BOOTH NUMBER 101 Blackbaud

2000 Daniel Island Dr.Charleston, SC 29492843-216-6200www.blackbaud.com

Blackbaud offers a full spectrum of cloud-based and on-premise software solutions and related services for organization of all sizes. For more information, visit www.blackbaud.com.

BOOTH NUMBER 116 Cargill Associates

4701 Altamesa Blvd.Fort Worth, TX 76133817-292-9374www.cargillassociates.com

Cargill Associates, founded in 1976, is a full-service fundraising consulting firm, committed to tailoring carefully designed programs to meet the needs of each client.

30


BOOTH NUMBER 119Collegiate Insurance Resources

3070 Riverside DriveColumbus, OH 43221614-340-6126www.collegiateinsuranceresources.com

More than 300 alumni associations across the country have chosen Collegiate Insurance Resources (CIR) to provide their constituents with The Alumni Insurance Program which features products and discounts especially for alumni.

BOOTH NUMBER 131Council for the Advancement and Support of Education (CASE)

1307 New York AvenueNW, Suite 1000, Washington, DC 20005202-378-2273www.case.org

The Council for Advancement and Support of Education is a professional association serving educational institutions and the advancement professionals who work on their behalf in alumni relations, communications, development, marketing and allied areas. CASE helps its members build stronger relationships with their alumni and donors, raise funds for campus projects, produce recruitment materials, market their institutions to prospective students, diversify the profession, and foster public support of education.

BOOTH NUMBER 122 Crescendo Interactive, Inc.

110 Camion RuizCamarillo, CA 93012800-858-9154www.CrescendoInteractive.com Crescendos GiftLegacy Marketing System has everything you need to raise planned gifts! Includes custom website, eNewsletters, literature, online wills, software and more. Call 800-858-9154. CrescendoInteractive.com.

BOOTH NUMBER 129Curtis 1000

1725 Breckinridge Parkway Suite 500Duluth, GA 30096678-924-2465curtis1000.com/education/

Printed materials, kitting and fulfillment, promotional products, direct mail, and e-marketing solutions are just some of the ways Curtis 1000 works alongside educational institutions.

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BOOTH NUMBER 113 The E. F. Marketing Group

3503 CrosspointSan Antonio, TX 78217210-492-1921www.theefgroup.com

Specializing in alumni & nonprofit marketing, we introduce innovative ideas, cutting-edge technology and quality production for complex challenges. Our fusion of STRATEGY, DESIGN and TECHNOLOGY (both on & offline) can take you from initial concept to full campaign launch and beyond.

BOOTH NUMBER 132EverTrue

330 Congress Street FL. 2Boston, MA 02210617-366-2656www.evertrue.com

EverTrue is the world’s leading social donor management platform. Today, more than 250 nonprofit institutions use EverTrue’s software, services, and support to develop better data, deeper relationships, and richer insights on their donors.

BOOTH NUMBER 106 Evisors, Inc.

55 Broad St., Suite 15F, New York, NY 10004813-384-7677www.evisors.com

Evisors engages and empowers students and alumni through mentoring. We build and maintain private-labeled Alumni Mentorship Platforms (AMPs) that connect students and alumni seamlessly for mentoring sessions. By unlocking the collective knowledge and goodwill of alumni, we not only engage alumni the way they want to be engaged, we also help improve career outcomes for students and alumni.

BOOTH NUMBER 102Globus Family of Brands

5301 South Federal CircleLittleton, CO 80123 425-344-3499www.globusfamilygroups.com/alumni

Leaders in Alumni and Student Travel worldwide. Globus has over 127 years offering the best in cruising and touring the world, with over 460 departures to over 68 countries, Globus can take you there!

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BOOTH NUMBER 123Harris Connect, LLC

1400 A CrosswaysChesapeake, VA 23320www.harrisconnect.com

Harris Connect is the leading provider of directory, data and fundraising solutions for over 50 years. We provide non-profit organizations, including colleges, universities and other educational institutions, with comprehensive, multi-channel solutions to better engage their alumni, increase participation and generate revenue.

BOOTH NUMBER 114 iModules

5101 College Blvd.Leawood, KS 66211913-341-2986www.imodules.com

iModules is the leading constituent engagement management provider for educational institutions. We deliver an integrated, online platform that transforms how institutions strengthen constituent relationships and achieve fundraising success.

BOOTH NUMBER

JesterP.O. Box 38428Greensboro, NC 27438336-545-1010www.jestercompany.com

Working exclusively in higher education since 1926, Jester is a licensed supplier providing quality custom printed promotional products.

BOOTH NUMBER 108 Liberty Mutual

100 Midway RoadCranston, RI 02920817-471-8147www.libertlymutual.com/alumni

Liberty Mutual’s Auto and Home program offers valuable member benefits. Your alumni receive savings on auto and home insurance while your association receives a revenue stream.

33


BOOTH NUMBER 117 Mercer Consumer

540 W. Madison Street, Suite 1200Chicago, IL 60661812-340-0706www.mercer.com

The service array Maercer provides supports every facet of operations. From students to alumni, faculty and staff to retirees, and all the campus operations that touch them. Mercer’s products and services provide you with the knowledge and security.

BOOTH NUMBER 124Merge

411 University Ridge, Suite 225Greenville, SC 29601864-373-9330www.mergeagency.com

Merge is one of the Southeast’s premier digital strategy agencies specializing in strategic, results-oriented digital marketing solutions for higher education institutions. With services including branding, web design, search, social and email marketing, Merge partners with higher education institutions to develop digital strategies to increase brand awareness, drive admissions and alumni engagement.

BOOTH NUMBER 103 MerlinOne

17 Whitney Rd.Quincy, MA 02169435-649-5187www.merlinone.com

MerlinOne has supplied mission-critical digital asset management solutions to major news organizations, media, non-profits, universities, and corporations since 1994. Powerful, scalable, with an easy to use interface.

BOOTH NUMBER 115 Nationwide Insurance

1 Nationwide Blvd.Columbus, OH 43215 (877) 403-4242 www.nationwide.com/affinity Nationwide is a leader in the insurance industry with 89 years of experience. We offer a comprehensive suite of products, allowing our partners to optimize their affinity program. Visit www.nationwide.com/affinity to learn more

BOOTH NUMBER 120 Paschal Murray Executive Search

8311 Brier Creek Pkwy., Suite 105502Raleigh, NC 27617760-863-4512www.paschalmurray.com<http://www.paschalmurray.com>

Paschal Murray is a firm that has a special focus in recruitment for advancement professionals and, since 1978, has been assisting educational institutions in building senior leadership teams.

BOOTH NUMBER 118 PCI

4835 LBJ Freeway, Floor 11Dallas, TX 75244214-530-0341www.publishingconcepts.com

PCI creates and manages alumni web communities and publishes alumni directories for educational institutions. We are passionate about helping our clients drive alumni engagement and contributions.

34


BOOTH NUMBER 121PEG, Ltd.

4635 Southwest Freeway, Suite 220Houston, TX 77027713-527-0078www.alumniattitudestudy.org

The Alumni Attitude Study© is a research process enabling you to benchmark with peer institutions, measure effectiveness, enhance alumni engagement, and turn results into actions. Since 2001, we have worked with over 230 universities and colleges.

BOOTH NUMBER 104 Pentera

8650 Commerce Park Place, Suite GIndianapolis, IN 46268317-875-0910www.pentera.com

Pentera is the leading boutique planned giving marketing communications firm. Providing personal service and custom integrated solutions to reflect the uniqueness of each mission and budget since 1975. You know your mission is special, and so do we.

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BOOTH NUMBER 105 Pursuant Ketchum

5151 Belt Line Rd. Suite 900Dallas, TX 75254214-866-7700www.pursuant.com

Pursuant Ketchum is a fundraising consultancy serving the world’s leading nonprofit organizations. We partner with educational institutions, athletic organizations, hospitals, and ministries to impact lives through innovated strategies that grow and sustain revenue.

BOOTH NUMBER 130 Reeher

165 Western Ave. N., Suite 8, Saint Paul, MN 55102651-789-1700www.reeher.com

The Reeher Platform is a cutting-edge software service that provides university leaders with tools to track and measure effectiveness, discover new opportunities, engage constituents and improve ROI.


BOOTH NUMBER 126 Rice University Center for Philanthropy and Nonprofit Leadership

6100 Main Street – MS 550, Houston, TX 77005713-348-3781www.cpnl.rice.edu

The Center for Philanthropy and Nonprofit Leadership at Rice University provides professional development coursework and certificate programs for nonprofit staff and volunteers.

BOOTH NUMBER 107 Ruffalo Noel Levitz

1025 Kirkwood Parkway SWCedar Rapids IA 52404319-362-7483www.ruffalocody.com

Ruffalo Noel Levitz is the leading provider of technology-enabled strategic fundraising and enrollment management services and software for institutions of higher education and high-affinity nonprofit organizations.

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BOOTH NUMBER 111Social Tables

700 6th Street NW, Suite 420Washington, D.C. 20001877-973-2863www.socialtables.com Social Tables is the industry leading provider of cloud-based hospitality software that positions venues to work more collaboratively and efficiently with their event and meeting customers. Over 60,000 unique users rely on the desktop and mobile product line, planning over 350,000 events within the company’s 320-million square foot Venue Library.

BOOTH NUMBER 109TerminalFour

16th Floor, 50 Milk StreetBoston, MA 02109617-500-3171www.terminalfour.com/

TERMINALFOUR is a digital engagement & web content management platform for higher education. We enable Universities & Colleges to drive student recruitment, retention, alumni fundraising & research promotion by maximizing the effectiveness of their digital & content strategies.

BOOTH NUMBER 110The Stelter Company

10435 New York Ave.Des Moines, IA 50322800-331-6881www.stelter.com

Stelter is the strategic partner nearly 2,000 leading nonprofits nationwide depend on to provide expertise on cultivating valuable, long-term donor relationships through a unique combination of industry insight, customer focus and creative services.

BOOTH NUMBER 112 University of Florida – Office of Development & Alumni Affairs

1938 W. University Ave.Gainesville, FL 32603352-846-1128uff.ufl.edu

The University of Florida Office of Development & Alumni Affairs is focused on Preeminence, an $800 million fundraising initiative to support key university programs and endeavors that complement the state’s challenge for UF to become a top 10 public university. Our growing team has a spirit of collaboration, an unrelenting work ethic and a tradition of achievement. Stop by and meet the team at booth #112.

BOOTH NUMBER 128 University of Illinois

Illini Plaza, Suite 1021817 S. Neil StreetChampaign, IL 61821217-244-7876

Coming off a record fundraising year, the University of Illinois at Urbana-Champaign is embarking on a strategic plan to grow its advancement organization. Due to significant investments across the advancement organization, the campus is adding exciting new opportunities as part of its quest to double fundraising by 2020. There has never been a better time to grow your advancement career at the University of Illinois. Join us!

BOOTH NUMBER 127 Wilson-Bennett Technology, Inc.

140 Professional Drive, Suite 2Cabot, AR 72023501-941-2499www.wilson-bennett.com

WBT offers customized phonathon services for over 100 clients. We can take your phone program to the next level.

case district iv 2015 conference program

Documents