CASE District II Conference 2006 February 4-7 Program TRACK/EVENT DAY SESSION TIME TITLE PRESENTER Keynote: Patricia Newcomers/Students 2/4 NEW/STU 12:00-1:30 p.m. Newcomers/Students Lunch O'Donoghue, President, Mount Mary College Speaker Biography: Patricia D. O'Donoghue, Ph.D., assumed the presidency of Mount Mary College on July 1,1997. O'Donoghue was previously vice president for academic affairs and academic dean at La Roche College in Pittsburgh, Pennsylvania, where she had been since 1995. Prior to her work at La Roche, she enjoyed a 15-year career at Carlow College in Pittsburgh, where she had roles of increasing responsibility including provost, executive vice president, acting academic dean and director of the Office of Continuing Education. From 1972 through 1988, Dr. O'Donoghue was a member of the faculty at the University of Pittsburgh Schools of Medicine and Nursing. O'Donoghue received her bachelor of science degree in nursing from Duquesne University, and her master's degree and Ph.D. from the University of Pittsburgh. She is certified as a pediatric nurse practitioner. She holds a certificate from Harvard University's Institute of Educational Management. She has researched and published on issues in the health care of women and children. O'Donoghue currently serves on the Boards of Columbia College of Nursing, Froedtert Hospital, Milwaukee Achiever Program, Partners Advancing Values in Education, Archdiocese Finance Council, Southeastern Wisconsin Information Technology Exchange, the Wisconsin Association of Independent Colleges and Universities, the Women's College Coalition, and the Foundation for Independent Higher Education. She is the recipient of a variety of awards and recognitions, among which are: the United States Postal Service, Women Putting Their Stamp on Metro Milwaukee Award, 2005; the YWCA of Waukesha, Wisconsin Women of Distinction Award, 2003; the School Sisters of Notre Dame-Milwaukee Province, Special Achievement, 2003; Distinguished Alumna Award, University of Pittsburgh, School of Nursing, 2001; Inspirational Leadership, Women of Influence, The Business Journal, Milwaukee, WI, August, 2000; Most Notables, Milwaukee Magazine, January, 1999; Excellence in Nursing Education, ETA Chapter, Sigma Theta Tau, 1997; Outstanding Business Woman of the Year Finalist, National Association of Women Business Owners, Pittsburgh Chapter, 1992; Mary LeMoyne Page Award, Nurse of the Year, Children's Hospital of Pittsburgh, 1968. O'Donoghue is a member of TEMPO, the Greater Milwaukee Committee, Sigma Theta Tau, and the American Council on Education- Commission on Women in Higher Education. Joanne C. Anderson, Assistant Director of Newcomers/Students 2/4 NEW/STU 2:00-3:00 p.m. Communications for Newcomers University Communications, Lehigh University As a communications professional, positioning your institution in the marketplace and yourself within your institution is essential. Using a blend of all of your skills: communication, marketing, public relations, writing, relationship building, and more, will help you become a successful professional. In this session, attendees will talk informally about the speaker’s “four Ps” of successful communications professionals: planning, politics, placement, positioning. And, you'll have some fun! Speaker Biography: Joanne Anderson, assistant director of university communications at Lehigh University, has worked as a professional in higher education and non-profit communications since 1981. She began her career as a writer and editor at Lehigh University, and then served as director of marketing and publications at Northampton Community College for 13 years. She then became executive director of communications and development at Camden County College, the largest county college in New Jersey. Later, she worked as a communications director at the consulting firm of Verve Internet Solutions in Philadelphia, where she helped clients improve Web and Internet marketing communications. Anderson’s current responsibilities at Lehigh include strategic institutional communications and issues management, institutional media relations, and providing counsel for advancement communications efforts. From the Field: Topic-Driven Newcomers/Students 2/4 NEW/STU 3:00-4:30 p.m. Roundtables Various Networking Reception with DII Newcomers/Students 2/4 NEW/STU 4:45-6:00 p.m. Board, Special Guests CASE District II Conference 2006 February 4-7 Program TRACK/EVENT DAY SESSION TIME TITLE PRESENTER Facilitator: Linda S. Durant, Vice President, University Newcomers/Students 2/5 NEW/STU 8:30-9:45 a.m. Networking Breakfast Advancement, Widener University Margaret Ann Pritchard, Pre-conference Special 10:00 a.m.-12:00 Interest Session 2/5 PRECON p.m. Professional Business Savvy President, Manners and Protocol, LLC There is a new business twist for the twenty-first century: Good Manners. In the past few years, increasing attention has been given to “business niceties”, those little things denoting class and style. In fact, manners have become as integral to your professional image as your technical knowledge. Savvy executives are scrambling to acquire this new form of professional polish. Not only does it make for a nicer work environment, it also pays in promotions and raises. Every young professional should realize that good business etiquette is a powerful business tool that gives one the cutting edge in the business arena. Professional Business Savvy will offer tips on leadership skills such as introducing clients and making them feel comfortable, presenting your business card professionally, improving your mingling proficiency, improving your cellular telephone savvy, using RSVP, learning the art of toasting, being a great host, and polishing your table manners. These are skills that you can put to use immediately – socially and professionally. Speaker Biography: Margaret Ann Pritchard is a corporate and international protocol consultant. She is President of Manners and Protocol LLC, a company specializing in business etiquette and protocol services for corporations and students. She is a requested speaker at numerous engagements, including conferences and corporate programs. Her clients are represented in business, government, education, sports, entertainment and youth. Armed with experience teaching etiquette, a corporate background and an entrepreneurial spirit and vision, Margaret Ann has a style that makes etiquette fun, enjoyable, and rewarding. She has been featured on radio and television, as well as in numerous publications. She received both her Bachelor of Arts and Master of Science degrees from Vanderbilt University in Nashville, Tennessee. She has been certified and trained as a Corporate and International Protocol Consultant and as a Children’s Etiquette Consultant by The Protocol School of Washington. She is a member of the International Association of Protocol Consultants and a graduate of Leadership Brentwood Class of 2004. She provides guidance on business and social etiquette, interviewing skills, international protocol, children and youth etiquette, and achieving outstanding customer service through workshops and public speaking engagements throughout the United States. Take Back Your Day: How to Ed Ziegler, Director, Pre-conference Special 10:00 a.m.-12:00 Interest Session 2/5 PRECON p.m. Manage Time When Everything University Marketing, Is a Priority Rowan University Are you putting in long hours but coming up short on results? Do you spend too much time on the little things and not enough time on more important projects? You are not alone. In fact, four months before the 2004 presidential election, pollster Frank Luntz discovered that lack of free time was the biggest concern among swing voters, over such issues as the war in Iraq and the economy. Based on the tremendous response to his Time Management presentation at the District II Conference in Baltimore, the Conference Committee asked presenter Ed Ziegler to bring his message to newcomers to help them get their careers off to a well-organized start. This workshop will help you plan and organize your time so you can accomplish your most important goals as quickly as possible. Learn how to make decisions using the Time Management Matrix and how to set goals in the seven major activity areas. You will benefit both personally and professionally from this session. Speaker Biography: As the director of university marketing at Rowan University, Ed knows a lot about the time demands of advancement professionals. He has 33 years of experience in publications, media relations, marketing and public relations. He has received over 150 awards for excellence in marketing, writing, graphics and advertising, including a prestigious Gold Quill from the International Association of Business Communicators. He has presented workshops at several district and national conferences and has written articles for CASE CURRENTS, the Journal of Marketing for Higher Education, the Admissions Marketing Report, and was twice featured in IABC’s Communications World. He is a past member of the District II Board of Trustees and served as the chair of the 2000 district conference. He was recently selected as the leader of the Higher Education Marketing Shared Interest Group of the American Marketing Association, an online community made up of almost 700 international marketing professionals who work in higher education around the world. Pre-conference Special 10:00 a.m.-12:00 Digging Out: Managing Your E- Jeff Shy, President, Jeff Interest Session 2/5 PRECON p.m. mail Shy Solutions, Inc. Today’s advancement executive has good reason to feel buried by an avalanche of e-mail and other forms of information. Some experts estimate that we now receive an average of 30 to 50 e-mail messages per day, which creates a new and perplexing organizational challenge. We will present specific information management techniques using Microsoft Outlook, which can dramatically improve your efficiency and effectiveness in managing your time and staff. These include options for viewing and handling email, searching through Outlook folders for specific data, sharing calendars, task management, and other topics with a particular emphasis on those of most use to the advancement officer. Computers and email allow us to more rapidly and easily communicate and share information. Unfortunately, the price for that ease has become the problem of information overload. Each participant will receive a descriptive list of resources that can be used in the office to implement the suggestions presented. Speaker Biography: Over the past 33 years, Jeff Shy has developed a reputation for bringing innovation to the non-profit and educational advancement community. His career has been focused on developing and applying appropriate and approachable technologies for the advancement profession. Beginning his career as a director of development services, Jeff learned firsthand the specialized needs of advancement professionals as well as the particular challenges of maintaining and retrieving the information to fulfill those needs. Finding no suitable software packages on the market that was dedicated to the non-profit/educational, fundraising community, Jeff began a company to create one! He subsequently designed and produced several "firsts": the first dedicated fundraising system for mini-computers (1979), the first Windows-based fundraising system (1991), and the first internet-centric fundraising system (1997). Under his leadership, these systems were installed at over 2,000 institutions including such organizations as Georgetown University, the Smithsonian Institution, Harvard Law School, the University of Kentucky, Howard University, Temple University, MD Anderson Cancer Center, the University of California, San Diego, CARE, Wesleyan University, Colby College, and the University of Virginia. During his 30 year membership in CASE, Jeff has served as a member of the committee, which in 1982 drafted the original CASE Management and Reporting Standards which form the basis of the CASE standards that remain to the present. He was a contributing author for the Jossey-Bass Handbook of Institutional Advancement, has often been a speaker at conferences, and has served as Registrar for district and national conferences. Having seen both sides of the table as a fundraising professional and as a systems and services provider Jeff now offers his unique expertise to the fundraising community as a consultant. Starr Snead, Executive Pre-conference Special 10:00 a.m.-12:00 What It Takes to Lead the Interest Session 2/5 PRECON p.m. Voyage Director, Advancement Program Council Recognize, cultivate, and anchor volunteer leadership by basing your programs on understanding what motivates and sustains your volunteers from the Baby Boomer, Gen-X and Gen-Y cohorts. What leadership characteristics resonate with your volunteers? What is the best mix of leadership qualities and management skills for your volunteer efforts? How can the volunteer-professional staff relationship be structured for the best advancement results? Speaker Biography: Starr Snead is the executive director of the Advancement Program Council (APC), a nonprofit member association serving advancement professionals and volunteers in more than 350 schools and organizations in the United States and internationally. She coordinates all aspects of APC's extensive programming, including conferences and workshops, a monthly e-newsletter, consulting services, member outreach and more. APC is located in Washington, DC and since 1949 has provided fundraising, alumni/ae relations and communications services to PS-12 schools, small colleges and universities, and other like-minded organizations. Keynote: Devon Harris, Conference Keynote 2/5 KN 1:00-2:30 p.m. "My Heart Is In the Work" Right to Play Speaker Biography: Devon Harris, three-time Winter Olympian, is a motivational speaker and member of the original Cool Runnings Jamaican Bobsled Team. When not bringing his captivating message of inspiration and hope to audiences across the globe, Harris serves as an ambassador for Right to Play an athlete-driven, humanitarian non-profit organization using sport and play to enhance child development and build community capacity for youth in refugee camps and disadvantaged communities throughout the world. Lindsey Loftus, Executive Director, Alumni Association, Kent State University; Rosemary Alumni Relations 2/5 Session 1 2:45-3:45 p.m. Building a Better Board Thomas, Vice President, Advancement, Salisbury University; Jason Curtin, Salisbury University What do you do when you inherit a volunteer board of directors that is ineffective? Can a board be "reinvented" and relevant to the institution and its constituents? This session will include "tips" and "tools" that might be helpful if you find your board is ineffective or in need of a "booster shot." Topics covered will include diversity, nominations processes, board development and education. Speaker Biographies: With more than 17 years of advancement experience, Lindsey H. Loftus is the Executive Director of the Kent State Alumni Association. Lindsey also served as the 2005 Conference Chair for the CASE District V Conference. Lindsey holds a BA from Kent State and a Med from the University of Pittsburgh. Rosemary Thomas is a graduate of Clemson University and holds a Bachelor of Arts in Political Science and Communications. She received her Masters in Public Administration from the University of South Carolina and is currently completing her dissertation for her doctorate in Educational Leadership from WVU. She began her work in advancement while at Clemson. She was the director of alumni relations at Frostburg State College and rose in the ranks to Associate VP. She served as VP of Advancement at Glenville State College before coming to Salisbury University in 2003. At SU, Rosemary oversees the departments of development, alumni relations, publications and public relations. Jason Curtin is a graduate of Salisbury University and holds a Bachelor of Arts in Communications. He received his Master in Higher Education Administration from the University of South Carolina and completed an internship in development at George Mason University. He began his work in advancement at Furman University as the associate director of alumni relations before moving on to the associate director of annual giving. He returned to Salisbury University where he currently serves as director of alumni relations and annual giving. Mary Mazzuca, Associate Targeting New Horizons: Alumni Relations 2/5 Session 1 2:45-3:45 p.m. Working with International Alumni Director, Alumni Programs, American University International alumni are a very different alumni population to engage for reasons beyond basic geography. This presentation explores the most effective way to recruit international alumni as volunteers; best practices for communication and marketing of programs; and common pitfalls alumni programs professionals fall into by assuming international alumni can be handled the same way as domestic alumni. Speaker Biographies: Mary Mazzuca is the associate director of alumni programs for American University and handles all recruitment and planning for AU's domestic and international alumni chapters. Mazzuca has presented to the U.S. Department of State on building international alumni communities in October of 2004. Sara Jane von Trapp, Director of Advancement, The Storm King School; Development 2/5 Session 1 2:45-3:45 p.m. Planting the Philanthropy Seed Carole Weaver, Director of Gift Planning, The College of New Rochelle Planting the seed for giving during the spring term junior year in upper school, The Storm King School has created a successful program, which develops the habit of giving, creates leadership opportunities for college resumes and educates the rising alum about the annual fund before colleges step in. It garnered 100% participation in its second year of existence. At the College of New Rochelle, philanthropy could become an important new dimension of undergraduate liberal arts programs, and could help shape our industry for the future. Artists, teachers, social workers, health care workers should be given the opportunity to discover how their careers can be realized or enhanced by learning fund-raising skills. Examples of programs at other colleges are explored, such as the 4th credit project at Georgetown, in which the material of a course is applied to social needs outside the classroom. Exciting prospects for leadership are ahead, but professionals should participate in the planning and implementation. Speaker Biographies: After graduating from Northfield Mt. Hermon School and the University of Vermont, von Trapp was a landscape designer and business owner in northern Vermont for more than 20 years. In 1995, she moved to New York City, working as an editor and writer for various publishing companies. She began marketing and branding for nursery companies while authoring three books on landscaping and contributed to numerous other books and magazines on gardening, including This Old House and Martha Stewart Living. A change in careers in 2001, brought von Trapp to Greenwich Academy, a private day school in Connecticut, where she put her expertise in business, marketing, and communications to work. While at GA, von Trapp directed alumnae annual giving, the senior fund, planned giving, stewardship, developed and maintained the alumnae website, and coached tennis. von Trapp joined The Storm King School in 2005 as director of advancement. She is responsible for overseeing all aspects of development, communications, and alumni affairs. Carole Weaver, Ph.D. taught 27 years on the college level before she became a professional fund-raiser 17 years ago. She has managed development teams at several colleges and hospitals in the New York area, trained government workers in the Caribbean, parochial school principles in New York City. Today Weaver directs all planned giving activities at The College of New Rochelle and maintains a healthy major gift program. Weaver is a Certified Fund Raising Professional. Patricia A. Watson, Creating the Dean and Director, College and Unit Development Officer Alumni Affairs and Development 2/5 Session 1 2:45-3:45 p.m. Relationship: A Partnership for Development, Cornell Success University The strength of the dean and development officer relationship impacts the ability to attain a college's development and alumni affairs goals. It is not enough for the dean to proudly state the college's vision and academic plan unless there is an energetic development officer planning and implementing corresponding alumni affairs and development programs to attract the resources necessary to make a difference. This session will cover important aspects of this complex relationship and provide a roadmap to foster a positive and productive way for working together. Speaker Biography: Patricia began her education in Theater Arts at Cleveland State University, continued majoring in Modern Dance at the University of Utah and then embarked on her first career as a Professional Dancer, Choreographer, and Instructor. She then decided to make a career change and returned to college and obtained her BS in Design and Environmental Analysis, College of Human Ecology at Cornell. In 2003 she obtained her MA Public Administration, Maxwell School of Citizenship and Public Affairs at Syracuse University. Patricia has had extensive management experience having held senior positions in design, engineering and economic development organizations. In 1998, Patricia joined the L.C. Smith College of Engineering and Computer Science at Syracuse University as the Director of Development and then Assistant Dean for College Advancement. In 2004, she was hired by Cornell University to oversee alumni affairs and development for eleven undergraduate and professional colleges and seven units. Patricia is also a member for the Campaign Core Team that is responsible for planning and executing the currently underway comprehensive capital campaign. Patricia has also consulted with various mid-size companies facing growth challenges and organizational changes. Pat has three grown children and makes her home in Central New York. Voltaire Santos Miran, Content Management: It's All Internet/Print 2/5 Session 1 2:45-3:45 p.m. About the Content Partner and Chief Operating Officer, mStoner Many people think that content management is about software. It's not--it's about making sure that you're creating relevant content for the visitors who come to your website; that you have a plan for creating more content; and that you develop an environment in which staff have the technology and training they need to manage content. This session looks at best practices in content management for the Web and print. We'll explore examples of relevant content for various kinds of Web visitors--on sites inside and outside higher ed. Speaker Biography: Voltaire began his career as a major gifts officer for National-Louis University. As executive director of development for Trinity International University, he managed public relations, institutional advancement, alumni relations, and the university’s $25-million capital campaign. Voltaire also served as the director for new media strategies at Opportunity International, a global microenterprise organization that creates jobs and stimulates business in the poorest communities of the Third World. Prior to launching mStoner, Voltaire held the position of senior Web producer for Lipman Hearne, where his client list included: University of Chicago; Rush Presbyterian – St. Luke’s Medical Center, Duke Law School, Knox College, Bates College, and the Atlantic Philanthropies Company. The mStoner team currently provides strategic marketing and Web development services to more than two dozen clients. Marcus Lingenfelter, Assistant Vice President, Data Driven Advancement Widener University; Linda Key Decision Decisions: Using Market S. Durant, Vice President, Maker/Leadership 2/5 Session 1 2:45-3:45 p.m. Research for Strategic Planning Widener University; Linda and University Advancement Cox Maguire, Executive Vice President, Maguire Associates, Inc. Upon the arrival of the new president in 2002, Widener University embarked upon a thoughtful and comprehensive strategic planning process. Concurrently, the President initiated actions to reorganize and revitalize the university advancement operation. One action that served both processes was the collection of market research data on the alumni and friends of the university by a respected professional research firm. Maguire Associates, Inc. conducted extensive market research over a twelve-month period to (1) measure the satisfaction of alumni with their experience at the institution; and (2) test messages and activities for their effectiveness in bringing alumni closer to the institution and motivating them to give. The data impacted the university's strategic planning process, improved administration of alumni engagement activities, and informed and directed the university-wide branding process. The three presenters were responsible for all aspects of the process including firm selection, instrument development, data collection and analysis, and the reporting and utilization of results at both the university-wide and university advancement levels. The presenters will share the process, the results to-date, and the paradigm shift to data-driven decision making. Primary Speaker Biography: Marcus S. Lingenfelter, M.Ed., is assistant vice president of government, corporate, and foundation relations at Widener University. Prior to joining Widener, he was at the University of Virginia, the Pennsylvania State University, Council for Advancement and Support of Education, and East Stroudsburg University of Pennsylvania. Linda S. Durant is vice president for university advancement at Widener University. She is responsible for alumni engagement, development, career advising and planning services, government, corporate/foundation relations, and university relations. A nationally recognized advancement professional, Durant joined Widener from Dean College in Franklin, Massachusetts, where she was the vice president for institutional advancement for eight years. Prior to that, she served various educational institutions and for-profit organizations, including the University of New Hampshire, the University of Rhode Island, Bristol Community College, and Pullman Power Products firm at Seabrook Nuclear Power Plant. She is currently serving on the CASE District II Board of Directors. During the past decade, Durant served on the faculty and as chair of numerous educational programs offered by CASE, the Council for Advancement and Support of Education. She also published articles for CASE’s award-winning CURRENTS magazine, and chaired the CASE District I annual meeting and executive board. She also served on the CASE Commission on Philanthropy. Linda Cox Maguire has been a consultant at Maguire Associates since 1985. She began her career in the corporate world, but decided to return to the non-profit world of education. Prior to joining her husband, Jack Maguire, to help build the consulting firm, she served in admissions and enrollment management for nine years. Cox Maguire also has been involved over the years in leadership positions on non- profit boards. At Maguire Associates, she has managed some of the firm’s most complex research projects, and she has developed specialized consulting expertise in the smaller scale intricacies of the independent school market, the different systems of international education markets, and the newest modeling tools for enrollment forecasting and strategic packaging of financial aid. These experiences have broadened her perspective on educational structures, marketing, building a class, pricing, and retention. Cox Maguire received her bachelor’s degree from Douglass College of Rutgers University and her master’s in educational administration from Boston College. Robert Brock, President, Educational Marketing Group, Inc.; Prescott Survival of the Fittest: Lessons Marketing 2/5 Session 1 2:45-3:45 p.m. for the Advanced Brand Manager Coleman, Vice President of Client Services, Educational Marketing Group, Inc. It’s a brand-eat-brand world out there. Marketers have to stay on the alert for emerging opportunities, shifts in public expectations and perceptions, and better ways to reach target audiences. In this advanced give-and-take session, seasoned experts in integrated brand marketing tackle practitioner’s toughest questions and latest issues. This lively session involves the audience in exploring real-life solutions to emerging challenges, and is based on active participation by advanced marketing professionals in the audience. Questions and issues for discussion will be solicited prior to the session. Speaker Biographies: Bob Brock has over 30 years' experience in public relations, marketing, and communications. He spent three years at Washington University in St. Louis as the national media relations specialist. At Rutgers, The State University of New Jersey, Brock served as alumni editor, editor, and director of periodicals, supervising the award-winning Rutgers Magazine. His background also includes experience as Director of Public Relations for the University of Denver and as Assistant Vice President at Metropolitan State College of Denver. Since then, Brock has served as a consultant in strategic planning and integrated marketing for dozens of premier universities and colleges. He has been named a CASE Stellar Speaker and conducts professional training seminars on integrated marketing, brand development, and related topics. For more than fifteen years and across multiple industries, Prescott Coleman has helped organizations define their strategic goals, develop competitive options, and implement creative solutions. In the corporate environment, he has advised executives on as varied subjects as public policy, project management, team dynamics, process design, marketing approaches, and e-commerce. A Web site designer, writer, cartoonist, and public speaker, Coleman brings to EMG a synthesis of management experience, marketing acumen, and strategic analysis. Prescott holds a bachelor of arts in communications from Austin College and an MBA from Colorado State University. Opening Reception: Exhibitor Hall 2/5 4:00-5:30 p.m. Opening Reception Key Decision Key Decision Maker/Leadership Maker/Leadership 2/5 4:00-4:45 p.m. Reception Reception "Gridiron" Party at Heinz Field (buses depart from Hilton lobby starting at 5:30 2/5 6:00-11:00 p.m. p.m.) CASE District II Conference 2006 February 4-7 Program TRACK/EVENT DAY SESSION TIME TITLE PRESENTER/S Julie Funk, Alumni Director, Maumee Valley Country Hats Off to the Small But Mighty Day School; Suzanne Alumni Relations 2/6 Session 2 9:30-10:30 a.m. Alumni Office Sopa, Advancement Director, Maumee Valley Country Day School Don't let a small staff or limited budget prevent you from doing big things with your alumni program. This highly interactive and energetic forum will help you take a fresh look at your program and, together, we'll come up with real and "doable" plans to attract your alumni challenges. We'll send you on your way with renewed enthusiasm, but also a couple of small but mighty actions you can do the minute you return to your office. Speaker Biography: Julie Funk will celebrate her tenth year at Maumee Valley Country Day School this year. While her responsibilities have varied throughout her tenure, alumni relations has always been at the core of her school life. Some of her proudest accomplishments include bringing the alumni program into the electronic and digital era, and beginning the school's archiving system. Prior to MVCDS, Funk has been a fund- raiser for Toledo Public Radio and TV, a campaign director for the United Way of Greater Toledo, and alumni director for Owens Technical College. Suzanne Sopa has been the director of advancement at Maumee Valley Country Day School for six years. Her office includes a staff of four and is responsible for fund-raising, alumni affairs, and marketing and communications. MVCDS, co-ed, preschool-12, is nearly 125 years old. Prior to MVCDS, Sopa worked as director of annual giving for six years at her alma mater, Bowling Green State University. Her first fundraising job was at Adrian College (Michigan) where she started the annual giving program. Jason Topi, Director of Constructing an Effective Parent Development 2/6 Session 2 9:30-10:30 a.m. Program Development, Syracuse University Learn about the opportunities and challenges of development work involving parents of current students and parents of alumni. Specific topics include: methods for cultivating a mutually beneficial relationship with parents, creating an advisory board and engaging its members, marketing to parents, how to form partnerships across campus to engender positive connections with this potentially valuable constituency. Speaker Biography: Prior to his current position with Syracuse University, Topi was an associate director of major gifts at Hamilton College and the director of the annual fund at Colgate University. At Hamilton, Topi was the institution's liaison with the Parents Advisory Council and spearheaded an effort to increase the number of leadership donors to the college. His work there led to a twenty-percent single-year increase in the number of leadership donors. At Colgate, Topi managed eight staff members and over 600 volunteers in his work with their annual fund. Topi orchestrated an effort that elevated Colgate's alumni participation rate from forty-seven percent in 2002 to fifty-five percent in 2003—a university record. Lessons from the Garden State: Anne-Marie Campbell, How Best to Develop, Maintain Director of Development, Development 2/6 Session 2 9:30-10:30 a.m. and Engage Donors During Rutgers University Times of Institutional Transition Foundation (or Unfavorable Press!) Any press is good press...except when you're the Development Officer at a non-profit that is experiencing negative front page headlines (justly or unjustly)! Whether caused by a sudden change in leadership, a controversial program, or a major university donor who was indicted on federal corruption charges, poor press can present a major challenge to fundraisers. Learn the essential steps to overcoming controversy and preventing donor dissatisfaction. This presentation will explore case studies from some of New Jersey's most successful non-profit institutions. Speaker Biography: Anne-Marie Campbell is the director of development for Rutgers College and the faculty of arts and sciences at Rutgers, The State University of New Jersey in New Brunswick, NJ. Campbell started in the non-profit field as a phone-a-thon solicitor and Habitat-for- Humanity volunteer in high school and college. Her formal career in the non-profit field began six years ago at the Irish American Cultural Institute (IACI) in Morristown, NJ. After four years as a program manager and then development director at the IACI, Campbell became the director of alumnae relations at Stuart Country Day School in Princeton, NJ. Campbell joined the fundraising team at Rutgers in August 2004. Monette Bailey, Senior Making the Most of Internal Writer and Editor, Internet/Print 2/6 Session 2 9:30-10:30 a.m. Communications University of Maryland, College Park A major research university wants to make sure faculty and staff understand the significance of large-scale, sometimes inconvenient, efforts to improve the campus' environmental stewardship. Another institution seeks to educate the same audience on the important role of endowment managers after an estate gift wasn't used as intended. By disseminating timely information and fostering community, strong faculty staff publications can help the marketing and development arms of a university achieve their goals. Such internal communications tools work best when given the room to establish credibility among their target audiences as a place for accurate and balanced campus coverage. For faculty staff newspapers, it may mean some delicate balancing so as not to be perceived simply as administration mouthpieces. However, done right, the publications not only address concerns but bring university accomplishments to light. It is these accomplishments and the pride they engender—that administrators seek to capitalize upon, increasing support and visibility for their schools. Speaker Biography: Monette Austin Bailey is a senior writer and editor at the University of Maryland, College Park, her alma mater. As part of University Publications, she is responsible for the campus’s weekly faculty staff newspaper, Outlook, in both its online and print format. She also writes for Terp, the schools award-winning magazine; and produces copy for various campus clients. Four years ago, she created Higher Eds, a listserv for fellow editors of faculty staff publications. The group, approximately 45 strong, hosts “huddles” or workshops on both coasts. Its first national huddle was held last year at Northwestern University. She is a former daily newspaper reporter and news service editor. Ken Service, Vice Who's on First: The Relationship Key Decision President for Institutional Maker/Leadership 2/6 Session 2 9:30-10:30 a.m. Between Public Relations and Relations, LaRoche Development College The increase in the scope and quality of public relations has not automatically translated, in all cases, into increased recognition and respect on campus. A look at the organization chart, however, does provide an indication of a more positive trend. In more and more cases, the public relations function is moving out from under the development umbrella and sprouting a direct reporting relationship to the president. This change reflects a growing understanding of the purpose of the public relations function and the benefits which it can provide to the institution. The wisdom of this new direction is not always appreciated by many in the development field, who often hold to the older model which can result in a constrained view of the role of public relations. So, what should the relationship be between development and public relations? In the best of all possible worlds, it should be marked by the mutual respect of practitioners who realize that they are all working toward the same goal, namely allowing the institution to effectively accomplish its stated objectives. Accomplishing this means moving away from the outmoded model of having public relations report to development. At a minimum, each function must report separately to the head of the institution. To substantiate the wisdom of such an organizational structure, it is incumbent on public relations practitioners to be able to demonstrate their contributions to the institution’s bottom line. Speaker Biography: Ken Service is vice president for institutional relations at La Roche College, where he has responsibility for public relations, publications, community relations, government relations, and international outreach programs. Before joining La Roche in July 2001, he served for seven years as director of news & information for the University of Pittsburgh. Prior to that, he held public relations positions with several universities and corporations, including Carnegie Mellon, University of Cincinnati, SUNY at Buffalo, and Duquesne Light Company. Service is a member of the PRSA College of Fellows, and he serves on the executive committee of the Counselors for Higher Education section. He is a past chairperson of the Energy and Natural Resources section, and a past recipient of the Communicator of the Year Award and the Hall of Fame Award from the Pittsburgh PRSA chapter. Active in the community, Service currently serves as chair of the United Cerebral Palsy of Pittsburgh Foundation, and on the board of directors of Holy Family Manor and the Bulgarian Macedonian National Educational and Cultural Center, and Rwindalectric, a non-profit corporation developing electricity from wind energy in Africa. His past community activities include serving as president of the board of directors of the Pittsburgh International Folk Theatre, chair of the Divine Providence Hospital board of directors, and vice chair of the executive committee of the Pittsburgh Mercy Health System board of directors. Service has a bachelor’s from Canisius College; he has completed the University of Cincinnati Graduate School of Business Executive Program. Marilyn Kail, Assistant Vice President for Marketing Higher Ed Marketing by the Communications, Carnegie Marketing 2/6 Session 2 9:30-10:30 a.m. Numbers Mellon University; Abu Noaman, CEO, Elliance, Inc When Carnegie Mellon University added an online component to their magazine, the university decided to build metrics into the site. By integrating print, web, e-mail broadcasts and online surveys, Carnegie Mellon can now measure the effectiveness of the brand message delivery, evaluate reader satisfaction and identify the most loyal alumni. Carnegie Mellon Assistant Vice President of Marketing Communications, Marilyn Kail, and Abu Noaman CEO of Elliance will share how Carnegie Mellon has used the web to garner valuable data on its alumni. Speaker Biographies: A seasoned marketing communications specialist, Marilyn Kail has more than 20 years experience in a variety of marketing venues, including advertising, public relations, healthcare and non-profit marketing, as well as freelance consulting and writing. Before coming to Carnegie Mellon, she served as Vice President/Director of Public Relations at MARC USA, a national, full-service integrated marketing agency. At MARC, Kail led project teams which developed integrated marketing solutions for clients, including: True Value, Rite Aid, Mohawk Industries, national Make-A-Wish Foundation and national March of Dimes, among others. Among her many duties at Carnegie Mellon, Kail has been involved in the development and execution of the university’s brand strategy, as well as directing multi-media, web and print communications. Kail graduated from Duquesne University in Pittsburgh with a Bachelor of Arts degree in Journalism with a specialty in advertising and public relations. She holds a Master of Education in health education and promotion from the Pennsylvania State University with a concentration in multi-cultural course work. She has served on the boards of the Public Relations Society of America (PRSA/Pittsburgh), the Pittsburgh Chapter of the American Marketing Association (AMA) and the AMA Health Academy. Kail also has also presented seminars and marketing presentations on branding, positioning, and healthcare marketing at conferences such as: the national American Public Health Association (APHA) conference, the regional Legal Marketers Boot Camp, Rite Aid and True Value retailers’ national trade shows and the national March of Dimes conference. Abu Noaman, CEO founded Elliance, Inc in 1993. Without a dime from venture capitalists, he catapulted Elliance to the national scene for eMarketing services. The company's five-year sales growth rate of 213% landed Elliance on Inc. Magazine's list of the fastest growing companies located in America's inner cities. A member of the Business Marketing Association's National Board of Directors and also a member of the American Marketing Association's special interest group for marketing higher education, Noaman often shares his experience and insights at symposiums and conferences. He's given presentations at the Web Analytics Forum, the Pennsylvania Bankers Association, the Pittsburgh Technology Council, Carnegie Mellon University, plus various advertising agencies in Chicago, San Diego and Detroit. Noaman attended Cornell University on a full scholarship and graduated with a bachelor's in Computer Science. He worked as a research fellow in Carnegie Mellon University's Computer Science department and later earned a master's in business administration in Entrepreneurship and Marketing from Carnegie Mellon. Tracy Schario, Director of Media Relations, George When the News is Bad: Best Washington University; Media Relations 2/6 Session 2 9:30-10:30 a.m. Practices for Coordinating the Chris Kormis, Executive University Response Director University Relations, George Washington University From weather delays to neighborhood complaints; from fire to suicide; from labor issues to hazing, these are just a few of the many issues that may befall a university communications team in any given year. A campus crisis that garners profile media attention impacts both external and internal communications and creates unique demands on the team. Aside from being a distraction to promoting faculty research, student achievement and administration accomplishments, a crisis can alter the atmosphere of the university community, as well as the tenor of media coverage. And the voice for the internal community is often different than the media message. This session will address the strategies, tactics, and players that are involved in helping to minimize the negative and sometimes damaging impact of a crisis. Why are preparation and crisis exercises important? What tools does the communications team need to help perform during a crisis? How can University administrators help in preparing a response? Are parents learning of the crisis from the news? Are outside emergency authorities involved and do you have a line of communications to their public affairs divisions? The George Washington University's executive director of university relations and director of media relations will share their best practices in crisis management for working with the campus community and the media and explain how collaboration with university administrators can lead to a unified media response and messaging for internal audiences. Recent case studies and the lessons learned from crises also will be presented. Speaker Biographies: Tracy Schario, director of media relations at George Washington University, is an award-winning PR professional with 15 years of experience. She is actively involved in PRSA, is a Diamond Award winner for chapter service, and currently serves as the National Capital Chapter's president. Prior to joining GW, Schario was vice president at a technology PR firm where she developed strategic messaging platforms and marketing campaigns. Schario lived and worked in Asia for five years, most of that time with the U.S. Department of State. She has taught public relations and political communications at Ohio University and universities in the Philippines and Indonesia. Early in her career, she lobbied for a trade association and was a public information officer for the State of Ohio’s Department of Administrative Services and Bureau of Workers’ Compensation. Schario has a master’s in political communications from Ohio University, where she received the “Outstanding Master of Arts Candidate” Award from the School of Interpersonal Communications and served as a coach for the speech and debate team. Tracy has a bachelor’s in communications from Ohio State University. Chris M. Kormis is executive director of the Office of University Relations for George Washington University. A fifteen-year GW employee, Kormis presides over GW’s offices of media relations, graphic design and printing services, advertising, GW’s faculty/staff newspaper, ByGeorge!, GW Magazine, special publications, photography, GW News Center Web site, and all community liaison initiatives. She also serves on numerous University committees, including the Internal Communications Committee, which she chairs, the Crisis Communications Team, the Continuity of Operations Steering Committee, the Commencement Planning Committee, and the Logistics Group for GW’s reaccreditation with the Middle States Commission on Higher Education. Kormis’s awards and honors include two gold medals from CASE and two Addy Awards from the Advertising Club of Washington. Prior to joining to GW, Kormis was the director of public relations and marketing for Architectural Design Group, Inc., an award-winning Alexandria, Va.-based architectural firm. She also has held positions at George Mason University and at the Pittsburgh Post-Gazette. Kormis earned her bachelor of arts degree in journalism from Duquesne University and her master of arts degree in English, professional writing and editing from George Mason University. Break 2/6 BK 10:30-10:45 a.m. John C. Fellas, Director of Community College Alumni: Alumni Relations 2/6 Session 3 10:45-11:45 a.m. Bringing Them Back Home Operations, Westchester Community College Community Colleges have struggled to build viable alumni programs. Adopting a program based on successes in four-year institutions fail to recognize the unique characteristics of community college alumni. This presentation will focus on these unique characteristics and how they can be used to build an effective alumni program. We are all still experimenting on what works in the area of cultivating community college alumni, so come prepared to share your successes and failures. Speaker Biography: John C. Fellas has worked for the Westchester Community College Foundation for the past 12 years. As director of operations he oversees the program operations of the foundation including alumni relations, volunteers, scholarship and special events. As a former county legislator in Rockland County, New York he has an appreciation and understanding of the role of community colleges and served as chair of the board of trustees of Rockland Community College from 2004-2005. Judith McConnaha, Director of Development, Baptism by Fire: How Effective University of Pittsburgh; Development 2/6 Session 3 10:45-11:45 a.m. Mentoring can Build a Powerful Mary Rodgers Schubert, Development Force Director of Development, School of Nursing, University of Pittsburgh How does a fundraiser from a non-academic environment make the transition to academic development? Baptism by fire? Sink or swim? Creating an effective mentorship program? Yes! Two experienced fundraisers, one from academia and one new to the field, describe the mentor/learner relationship that eased the way for the newcomer. In an interactive session, the presenters will describe the mentoring program at the University of Pittsburgh Medical and Health Science Foundation, discuss similarities and differences between academic fund raising and other environments (along with special considerations for those in health sciences), identify challenges for new fund raisers in any context and explore creating an environment of trust and cooperation within a development organization. Speaker Biography: Mary Rodgers Schubert, MPM, RN serves as the director of development at the University of Pittsburgh School of Nursing. The School is consistently ranked in the top ten of NIH funding and in US News and World Reports. Blending back grounds in nursing and development, Schubert has successfully doubled annual support for the School. She cultivates major gifts to establish scholarships, research grants, faculty awards, and capital improvement projects. In the sixth year of a seven year Capital Campaign Schubert has piloted the School to with 22% of its $8.5 million goal. She is a member of the Association of Fundraising Professionals, the Council for Advancement and Support of Education, Pittsburgh Planned Giving Council, and the American Association of Colleges of Nursing-Nursing Advancement Professionals. Judith D. McConnaha, MPP, is the director of development for the Graduate School of Public Health at the University of Pittsburgh. Founded in 1948 and fully accredited by the Council on Education for Public Health, GSPH once again ranked third among all schools of public health in grant funding from the NIH. McConnaha's efforts focus primarily on individual giving to support scholarships, awards and capital improvement projects for the School's seven diverse departments and centers. She came to the University of Pittsburgh from a broad based development background including museums, zoos and botanic gardens. She has spent some fascinating time discovering commonalities between museum fund raising and fund raising for academia and calling upon her trusted mentor in the School of Nursing. Judith Pielemeier, Strengthening Corporate Executive Director, Anne Development 2/6 Session 3 10:45-11:45 a.m. Partnerships Arundel Community College A corporate partnership program that identifies and cultivates a relationship with area businesses. Five steps identified in a program at a community college to: better understand the nature and needs of area businesses, keep them aware of opportunities that they can benefit from, provide CEO's with the ability to meet and share with the top college leaders, and develop and grow corporate annual giving. Speaker Biography: Judith Pielemeier is a seasoned administrator who has experience heading the Advancement team at private as well as public, large as well as small colleges and universities. She has also heading the program at two community colleges and is currently directing the program at Anne Arundel Community College. At Anne Arundel Community College she developed this corporate program in order to establish a closer partnership with area businesses. Before coming to Anne Arundel Community College she was at Edinboro University in Pennsylvania. Maggie Coyne, University Achieving Consistent Color in Art Director, Fordham Internet/Print 2/6 Session 3 10:45-11:45 a.m. Publications University; Joe Longo, Offset Impressions Fordham University, in the past two years, has undertaken a broad strategic planning initiative with integrated marketing as a key focus. Part of the integrated marketing review has involved an audit of existing publications. The audit revealed that "Fordham maroon" (PMS 202) needed to be more consistent in its application and production. Over the past year, Fordham has partnered with its printers to achieve a consistent Fordham color for identity and branding purposes. This presentation includes a brief history of why the effort was undertaken, the steps taken to achieve consistent color, and the critical collaboration between client and vendor. Speaker Biographies: Maggie Coyne is a designer with more than 20 years experience, 10 of those with Fordham and seven with Columbia. Currently, she oversees the design and production of more than 300 print pieces per year with a small in-house design/production team and talented in- house editors/publication specialists. As part of the Public Affairs Office, the work they produce promotes the university to an external audience. Joe Longo is an account executive with Reading, PA based printer Offset Impressions, Inc. He has over 20 years experience printing and mailing and has worked extensively with the college and university sector. Longo believes that preproduction consultation is the key to success in printing. Terry DiDomenico, Managing Editor, Extreme Makeover: Magazine Shippensburg University; Internet/Print 2/6 Session 3 10:45-11:45 a.m. Edition Bonnie Eissner, Communications Director, Adelphi University Maybe not so extreme, but this session will provide pointers for determining if you have the resources and reasons for a makeover of your alumni magazine and offer tips for making your magazine more attractive and engaging without blowing your budget. Need help in convincing administrators or finding the design or designer that fits? Maybe it's getting great photos for less or putting new twists on old text? With tools like these, a makeover may be in your future. Speaker Biographies: Terry DiDomenico has been working with publications at Shippensburg University since 1983. She began her editing career as managing editor of a new journal called Proteus. She moved to publications in 1991 and has been the managing editor of SHIP Magazine since 1996, and has been instrumental in its evolution from tabloid to magatab to magazine. In addition to her magazine duties, DiDomenico has extensive experience in producing sports publications, university catalogs, directories, and programs including writing, editing, and design. Prior to her years at Shippensburg, DiDomenico was a reference then acquisitions librarian at the U.S. Army War College. A regular attendee at the CASE Editors Forum, DiDomenico holds two master’s degrees in English and library science. As communications director at Adelphi University, Bonnie Eissner manages university-wide media relations and internal and external communications, including serving as executive editor of Adelphi University magazine, which is sent to over 70,000 alumni and friends. Since joining Adelphi in 2003, she has contributed to a significant growth in the university's media coverage and has spearheaded an overhaul of the university magazine. She previously managed media relations for Kaplan, Inc.'s market-leading test preparation services, where she pitched and placed stories with top media outlets, including CNN, The New York Times, The Wall Street Journal, U.S. News & World Report, and NPR. Long committed to education and communication, she has worked in educational media production and taught high school history. Lowell Lustig, Associate Dean for Advancement, Syracuse University Transforming Advisory Boards: Key Decision College of Law; Janice Maker/Leadership 2/6 Session 3 10:45-11:45 a.m. Creating a Meaningful Herzog Donohue, Assistant Leadership Role in Development Dean for Administration and External Relations, Syracuse University Comprehensive campaigns depend on leadership at all levels of educational institutions. In order to achieve advancement goals, advisory boards must assume a key leadership role in campaign. If a meaningful role can be established for advisory boards in the future of their college, their leadership can set the stage for fund development success. This is a “how to session” on building an Advisory Board including the identification, qualifications, expectations and training of prospective board members. Speaker Biography: Lowell H. Lustig, J.D., associate dean for advancement at the Syracuse University College of Law, has served the non-profit sector for 30 years, including 12 years in higher education, health care and social services. Dean Lustig has an extensive background in institutional advancement, non-profit administration and board development. He began his career with the UJA-Fed. of Jewish Phil. in NYC and has served in leadership positions with organizations as diverse as the American Lung Association of OH, B'nai B'rith Foundation of the United States, and the Hebrew Union College-Jewish Institute of Religion. He served as the first executive director of the American Sleep Apnea Association. Janice Herzog Donohue, assistant dean for administration and external relations at the Syracuse University College of Law. Dean Herzog has served the College of Law for over 18 years, and represents the interests of the College of Law to the legal community and other external constituencies. She serves as liaison to the Board of Advisors from the Office of the Dean. Sandra Bartholomew, Marketing Distance Programs in Dean of Marketing and Marketing 2/6 Session 3 10:45-11:45 a.m. Today's Competitive Marketplace Admissions, Excelsior College Colleges and Universities—public and private, for-profit and not-for-profit--are waking up to the need to invest in Marketing in order to maintain and grow enrollments in today’s competitive environment. Distance programs are particularly challenged to compete with both traditional and mixed model programs. Without a campus presence, it is necessary to create some "visibility" that reflects legitimacy and quality. That virtual presence requires marketing. There is, however, a vast difference between the amounts of marketing done by publicly traded for-profit colleges like those managed by Career Education Corporation, Educational Management Corporation, and most notably Apollo Group’s University of Phoenix, which sports a marketing budget of half a billion dollars. How can a private, not-for-profit college with a conservative Board hope to compete against these corporate giants? This presentation will offer some guidelines for maximizing a limited marketing budget with creative strategies, employing differentiated messaging and leveraging technologies that can stretch the marketing dollar. Adding personalization and customization to communications and improving inquiry response time will be addressed. Speaker Biography: Sandra Bartholomew is dean of marketing and admissions at Excelsior College, a regionally accredited leader in distance education offering associate, bachelors and master's degrees in Liberal Arts, Nursing, Business and Technology. Prior to Excelsior College, Bartholomew was Director of Marketing and Communications at The Culinary Institute of America. She has an MBA in marketing and ABD in leadership and organizational change at Walden University. Mike Lurie, Director of Snags and Opportunities in Public Relations, University Media Relations 2/6 Session 3 10:45-11:45 a.m. Media Relations of Maryland, Baltimore County This interactive session will cover a variety of media relations issues including why it is worthwhile for an institution to draw the interest of the media; dispelling myths such as the notion that reporters will "drop everything" when they see a press release to follow your story; and real-life, practical examples of how certain stories are successfully placed—and the challenges and out-of-box thinking that go into the process of media relations. Speaker Biography: Mike Lurie has been in media relations department at the University of Maryland System for three and a half years serving as the director of Public Relations at the University of Maryland, Baltimore County (UMBC). Before working at UMBC, Lurie was a media relations representative at the University of Maryland, Baltimore. Before his career in higher education, Lurie was a newspaper reporter for 15 years for the New Haven Register and CBS SportsLine. He also worked as a news writer at the Baltimore Sun’s suburban bureau. In addition to his work in newsprint, Lurie was a freelance news writer for the CBS television affiliate in Baltimore, WJZ-TV. Lurie continues to freelance in sports reporting with a weekly sports segment about professional sports for the NPR affiliate in Baltimore, MD. Monday Roundtables Roundtables Lunch: Common Lunch 2/6 Lunch 12:00-1:30 p.m. Issues and Challenges Various Community Colleges Community Colleges Roundtable Consortium 2/6 Lunch 12:00-1:30 p.m. Lunch Key Decision Key Decision Maker/Leadership Keynote: Lex McMillan, Maker/Leadership 2/6 Lunch 12:00-1:30 p.m. Lunch Albright College Lunch Speaker Biography: Lex O. McMillan III took office as the 14th president of Albright College in May 2005. McMillan came to Albright with more than 25 years of experience in higher education and institutional advancement, administration, strategic communications and fundraising. From 1993 through 2004 he was vice president for college relations at Gettysburg College where he was responsible for the management and direction of the College's external affairs, alumni and parent relations, and resource development programs. He provided staff leadership to a six-year, $100 million comprehensive campaign that exceeded its goal by over $11 million. He previously served as executive director of development at his undergraduate alma mater, Washington and Lee University in Lexington, Virginia. At W&L he provided staff leadership in a campaign that exceeded its $127 million goal by more than $20 million. He was director of development and director of public relations at Randolph-Macon College in Ashland, Virginia. He is also a former English teacher and editor. McMillan holds a doctorate in English from the University of Notre Dame. He holds a master of arts degree in English from Georgia State University and a bachelor of arts from Washington and Lee University. He also completed the Institute for Educational Management, Harvard Graduate School of Education. McMillan serves on the boards of the United Way of Berks County and the Center for Community Leadership. He is a member of the Higher Education Council of Berks County and a director of the Middle Atlantic States Collegiate Athletic Corporation. He formerly served as a board member and chair of the Adams County (Pa.) Economic Development Corporation. He also served on the board of the local industrial development authority and was a member and vice chair of the Gettysburg Hospital Foundation Board. He was an active member and officer of Rotary from 1994 to 2005. Shari Mangels, Director of Alumni Relations, Susquehanna University; Alyson Wallach, Making Career Connections: Networking Coordinator, Alumni Relations 2/6 Session 4 1:30-2:30 p.m. Alumni to Alumni and Alumni to University of Pittsburgh, Students Brenda Fabian, Director of the Center for Career Services, Susquehanna University This session explores the role of alumni and student partnerships both in the real and virtual worlds. Susquehanna University will discuss an onsite university event called Career Day, sponsored by the Alumni Office, Alumni Association, and the Career Center. Alumni representing a variety of majors and careers spend a day with students to explore career options and opportunities. Activities include alumni panel presentations addressing graduate school, networking, internships, working world tips, interviewing skills and more. Students can also schedule a mock interview with an alumnus in their potential career field and have their resumes reviewed by industry professionals. The event attracts over 200 participants and the day ends with a closing networking reception for all involved. The University of Pittsburgh will showcase The NET...WORKING for you. Connecting students with alumni, your best resource! Alumni surveys reflect the #1 need for alumni from their alma maters is more career assistance. The University of Pittsburgh is answering this need with the Pitt Career Network. Learn how they invested, marketed, and turned this virtual program into an overnight success for students and alumni. Learn how making connections within the university has paid off. Learn effective ways to engage international alumni. Learn how to supplement a core website with student and alumni programs, ongoing marketing campaigns, and continued development of partnerships in the university and in the community. Speaker Biographies: Shari Mangels received her undergraduate degree in accounting from Susquehanna University. She went on to be an accountant in the auditing profession in both the public and private arenas for five years. Mangels received her masters in business administration from Wilkes University and since then has worked for Susquehanna University, starting in the development office and becoming the alumni director in 1999. She oversees alumni programming including reunions, Homecoming, Career Day, online alumni community, Alumni Association Board and daily relationship building with SU's 15,000 alumni. Alyson Wallach is the Networking Coordinator in Career Services at the University of Pittsburgh, where she is also an alumna. She manages the Pitt Career Network and is responsible for connecting students and alumni at networking events and online for increased career opportunities. Brenda Fabian received her undergraduate degree in Psychology from Saint Francis University where she later became the Assistant Director of Admissions. She received her master of arts degree in student personnel at Slippery Rock University and has held positions in student affairs and the mental health field. Fabian is the director of Career Services at Susquehanna University in Selinsgrove where she is responsible for presenting outreach programs, developing employer relationships, overseeing office personnel and conducting individual student career counseling appointments. Fabian also coordinates the career planning curriculum for the university and teaches four Career Planning classes each year. Steve Krahling-Haddad, The Quest for Yes: How Sales Associate Vice President of Development 2/6 Session 4 1:30-2:30 p.m. Principles Transformed a College Development, McDaniel Fund-Raising Team College; Jason Pappas, President, EntreQuest How similar is a not-for-profit fund-raising office to a corporate sales team? Despite subtle differences, there exists a clear realization today that many of the same principles that guide businesses can also help increase the bottom lines of college and university advancement offices. The best salespeople, like the best fund-raisers, fully enroll their clients in their products or services, thus setting the stage for future purchases and simultaneously creating a vibrant referral business. In this unique case study, learn how sales principles have profoundly transformed a college fund-raising culture and demonstrably increased results. By focusing on the psychology of sales— developing an unstoppable mindset—see how annual and major giving officers at McDaniel College learned practical, retainable, and sustainable methods to quickly identify what their prospects need, as well as how to deliver that information in just the way they want to hear it. If you are seeking to fully engage prospects and donors in the life of your institution, you can’t afford to miss this compelling presentation. Speaker Biographies: For the past six years, Steve Krahling-Haddad has worked to increase the fund-raising capacity at McDaniel College, first as Director of Corporate and Foundation Relations and now as associate vice president of development. A graduate of Indiana University at Bloomington, he has over 10 years of experience in fund development in the fields of higher education, social services, and the environment. He has served as an advisor and grant reviewer with the Corporation for National and Community Service and made numerous presentations across the country addressing the issues of community service. Jason P. Pappas is a senior-level facilitator of sales and leadership trainings, executive retreats and strategic planning sessions. He is also a nationally renowned coaching expert, personally mentoring CEOs and prominent business leaders in the United States and abroad. Pappas is a graduate of Yale University with a bachelor's degree in Economics and Political Science, as well as a graduate of the University of Maryland School of Law. Pappas is a regular columnist for Smart CEO magazine; his articles have also appeared in The American Salesman, Baltimore Business Journal and The Daily Record. The Baltimore Business Journal recently honored Pappas as one of the "Top 40 Under 40" in 2003. Additionally, Pappas is a member of the National Speakers Association. Jaime Porter, Assistant Vice President for Advancement Services, Carnegie Mellon University; Stewardship Karen Whitehead, Director Development 2/6 Session 4 1:30-2:30 p.m. 101 for Advancement of Donor Services, Professionals University of Pittsburgh; Michelle Buchholz, Manager of Donor Services, University of Pittsburgh at Bradford How much do you really know about stewardship? Hear from three of the leaders in the field as to what stewardship really is and why it’s critical to your winning team to have this player helping you make the calls. This presentation will showcase best practices of various stewardship activities provided by a variety of institutions. The presentation will focus on the acknowledgment system, events, endowed funds reports, endowment and current fund reviews, stewardship strategies, scholarship programs, and other stewardship activities. Speaker Biographies: Jaime Porter is assistant vice president of advancement services at Carnegie Mellon University and has responsibility for stewardship, development communications, events, training, information systems, gift accounting, and prospect research. Previously, she was the director of donor relations and campaign programs at Colby College and has been in the development field for 16 years. Porter has been a presenter at many New England Stewardship Conferences and CASE conferences. She co-chaired the 2002 New England Stewardship Conference and is a founding member of the Association of Donor Relations Professionals (ADRP). Porter has a bachelor’s in journalism from Drake University. Karen Whitehead is the director of donor services at the University of Pittsburgh. She has been with fundraising at Pitt for 24 years. She is responsible for stewardship, donor relations, and records management. Whitehead played a leadership role in the implementation of Advance resulting in a data system that best meets the needs of donors and users. Michelle Buchholz is manager of donor services at the University of Pittsburgh at Bradford. She has been with the University for six years and in fundraising for five. She is responsible for managing the donor scholarship student thank you program, donor relations, and action management. Drew Hill, Web Coordinator, SUNY Oswego; Mark Mende, Director of Web Services, Redesigning the Web: St. Lawrence University; Internet/Print 2/6 Session 4 1:30-2:30 p.m. Three Unique Perspectives Rebecca Maxon, Associate (Part 1) Director of Communications and Publications, Fairleigh Dickinson University A number of issues and stakeholders must be involved in the redesign of a Web site. Three professionals from very different institutions will lead you through the process they each undertook as they sought to refresh and brand their institutional Web sites using the principles of integrated marketing. Each presenter will address the issues they encountered along the way and the “unique” resolutions they found. Speaker Biographies: Drew Hill joined Oswego three years ago. He is responsible for building campus Web sites; providing resources for and training to campus Web publishers; and being the Web design "police," and brand zealot—all while he works to shape the future SUNY Oswego Web presence. Hill earned a B.S. in Graphic Design from Buffalo State College, is working toward an M.A. in Human-Computer Interaction, and has professional experience in marketing, advertising, graphic design, and interactive multimedia. Mark Mende has been working on the marketing and PR end of higher ed web sites since 1995, first at SUNY Potsdam, where he started what was one of the first athletics sites amongst SUNY colleges. His Potsdam alumni site won a State University of New York Council for University Affairs and Development (SUNY/CUAD) Judges Citation for Alumni Publications in 1996, and he was twice a presenter at the group's annual conference. In 1999, he moved to St. Lawrence University, where he has been since. That same year he was co-founder of Higher Education Web Professionals of NY, and was elected its first president. He has chaired the organization's first five conferences. Rebecca Maxon is associate director of communications and publications at Fairleigh Dickinson University. As such, she is responsible for producing alumni communications in print; edits the university's print publication, FDU Magazine; and is the Web designer for the online version of the magazine. Awards include the 2004 Grand Award from APEX (Awards for Publication Excellence), sponsored by Communications Concepts; and an award of distinction for FDU Magazine Online from the Communicator. She has also earned several accolades for magazine writing and editing. Ron Cohen, Vice Key Decision Challenging Your Staff to President, University Maker/Leadership 2/6 Session 4 1:30-2:30 p.m. Challenge Themselves Relations, Susquehanna University In every advancement shop, staff members bring varying levels of skill, energy, leadership ability, insight, goal orientation, team experience, etc. How do you manage to individual strengths, coach through or around weaknesses, blend staff to get the greatest production, and keep your people focused on getting better? How do you keep the great ones and lose the not-so-great? This session will offer one practitioner's examples of what's worked—and what hasn't—and will ask participants to share their own successes, failures and observations. Speaker Biography: Vice president for university relations since 2001; originally joined Susquehanna as director of development in 1991. Over that time, Cohen has seen approximately 100 divisional staff members come and go, each with assets and liabilities that have challenged the unit to continually reinvent and rediscover itself. Since the late 1980s, Susquehanna has generated $95 million in gifts via two comprehensive campaigns (collective goal across the two campaigns was $60 million) and will announce a new campaign in 2006. A graduate of Syracuse University, Cohen has worked in the development offices at the Illinois Institute of Technology and Clark University before coming to Susquehanna. Ineke Caycedo, Brand Strategist, Educational Marketing Group, Inc.; Megan Galbraith, Director of Communications, The Sage Colleges; John Understanding the Millennial Stapleton, Principal, Paskill Marketing 2/6 Session 4 1:30-2:30 p.m. Generation Stapleton & Lord; Edward Ziegler, Director of University Marketing Rowan University; Joseph E. Stampe, Vice President for Development, The Foundation of UMDNJ Your institutions’ prospective students. Their view of the world is slicker, trendier, and more driven by media than any generation before them. They've grown up on the leading edge of technology and they have high expectations of quality and substance. They are strongly influenced by marketing, yet dismiss it quickly if it doesn't resonate. They are the ultimate consumers. The question is, how can you reach this sophisticated group despite today s fragmented, overcrowded marketplace? And once you've grabbed their attention on, how can you motivate them to action? Discover who this audience is, what motivates them, what provokes them, and what it takes to communicate effectively with them. Speaker Biographies: Ineke Caycedo has 16 years experience in communications, marketing and public relations. She has worked in higher education, non- profit foundation, and corporate settings. She has been named a CASE "Stellar Speaker" and conducts seminars frequently on integrated marketing, brand development, strategic planning, and related topics. She has led EMG marketing consulting teams for multiple campuses of the Washington State University System, Hanover College, Adams State College, Eastern Connecticut State University, and other clients. Megan Galbraith has more than 15 years of experience in higher education marketing and media relations, including positions of increasing influence at Sage, Rensselaer Polytechnic Institute, Cornell, Siena College, and Lehigh. Her responsibilities include, managing creative development of all Sage’s advertising and marketing outreach, and overseeing all external, internal, and alumni communications. Sage alumni publications have won two CASE silver awards and Galbraith earned a CASE bronze for media planning while at Rensselaer. She is a member of CASE, the American Marketing Association (AMA), and the National Association of Science Writers (NASW). John Stapleton is a graduate of Drexel University. He has been working in the communications and marketing fields since 1977. The firm he co-founded, Paskill Stapleton & Lord has specialized in higher education marketing and is working with colleges and universities across North America. As the director of university marketing at Rowan University, Ed Ziegler knows a lot about the time demands of advancement professionals. He has 33 years of experience in publications, media relations, marketing and public relations. He has received over 150 awards for excellence in marketing, writing, graphics and advertising, including a prestigious Gold Quill from the International Association of Business Communicators. He has presented workshops at several district and national conferences and has written articles for CASE CURRENTS, the Journal of Marketing for Higher Education, the Admissions Marketing Report, and was twice featured in IABC’s Communications World. He is a past member of the District II Board of Trustees and served as the chair of the 2000 district conference. He was recently selected as the leader of the Higher Education Marketing Shared Interest Group of the American Marketing Association, an online community made up of almost 700 international marketing professionals who work in higher education around the world. Joe Stampe is the Vice President for Development, The Foundation of University of Medicine and Dentistry of New Jersey. He oversees all aspects of fund raising for UMDNJ’s New Brunswick/Piscataway campus. Stampe has worked in higher education for his entire professional career. His first position in Institutional Advancement was at his alma mater, Drew University (B.A., Political Science, 1987), where he was Associate Director of Alumni Affairs. In 1992, he joined Fairleigh Dickinson University’s advancement staff and later was named University Director of Alumni Affairs and Annual Giving Director of Alumni Affairs for FDU’s three-campus system. Stampe also completed his master’s in Corporate and Organizational Communications while at FDU. In 1997, Stampe joined the Rutgers University Foundation and held several positions during his 7 year stay. In 2002, he was named Assistant Vice President for University Development, and helped Rutgers complete its $500 million capital campaign, “Creating the Future Today,” raising over $615 million for the six-year campaign. Stampe has been active in CASE, District II since 1988 and has been a speaker, conference organizer, and Board member. He is currently Chair-Elect of CASE, District II. David Estok, Associate Winners and Sinners: The Best Media Relations 2/6 Session 4 1:30-2:30 p.m. of Public Relations Vice President, University of Western Ontario A humorous but informative review of the gaffes, goofs and good news in the world of public relations and media. The list includes Nortel, Air Canada, Molson's The Rant, and "reality TV." Speaker Biography: David Estok is the associate vice president of communications and public affairs and an adjunct professor in journalism at the University of Western Ontario. Estok has more than 20 years of experience covering a variety of fields including journalism, communications, marketing, teaching, consulting and public affairs. He is the former associate business editor for Maclean's magazine and has worked as a senior reporter, senior editor and writer for several publications including The Financial Post and The Hamilton Spectator. He is a regular freelance writer for several publications. Estok holds a master’s degree in journalism from Carleton University and an honor’s bachelor’s in English and history from Western. Break 2/6 BK 2:30pm-2:45pm Torre Meringolo, Vice The Shared Advantage Program: President for Development, Alumni Relations 2/6 Session 5 2:45-3:45 p.m. Helping Alumni Help Their Alma St. Mary's College of Mater Maryland In the context of a $40 comprehensive campaign, three alumni of St. Mary's College of Maryland raised the possibility of linking their contributions to new business generated by other members of the College community. Following extensive discussions a decision was made to initiate the Shared Advantage Program around the work of a mortgage broker, an attorney, and an insurance company. The presentation will address the significant alumni relations issues that arose as part of the pre-launch planning for this program. Speaker Biography: Torre (Salvatore) Meringolo is vice president for development and executive director of the St. Mary's College of Maryland Foundation. He has served in this capacity since 1996. He initially came to St. Mary's in 1994 as Director of Information Technology and the Library following an eight-year stint at Penn State where he last served as Associate Dean of Libraries for Collections and Reference Services. He holds a bachelor’s from the State University of New York at New Paltz, an MLS from the State University of New York at Albany, and an MBA from Iona College. Lynne Murray, Director of Development, Gallaudet University; Francine Leading Up: Applying Leadership McNairy, President, Development 2/6 Session 5 2:45-3:45 p.m. Theory to the Practice of Millersville University; Fundraising Facilitator: Gerald Eckert, Vice President for University Advancement, Millersville University As the fundraising profession has grown, so too, has the need for the development officer to become a leader within an institution– responsible for raising money, managing staff, and being part of institutional planning. What leadership theories lend them to our profession? How can we lead when we are not the ones with formal authority or power? There are ways to do it and this session will explore how. Speaker Biography: Lynne Murray is director of development at Gallaudet University in Washington, D.C. Founded in 1846, Gallaudet University is the world’s only university specifically designed to accommodate deaf and hard of hearing people. The university prides itself on its international and national role as a leader in deaf education. Murray has served at Gallaudet since 1996 when she began as associate director for corporate and foundation relations in 1998 and later as the assistant executive director of development. She led the University to success in its first- ever Capital Campaign exceeding the $30 million goal by $9 million. Currently, Murray is working on her Ph.D. in higher education administration at Gallaudet. Before Gallaudet, Murray worked as the development associate for corporate relations at Johns Hopkins where she was responsible for planning, implementing and managing all aspects of corporate relations for the Johns Hopkins School of Medicine: Children’s Center. There she worked with the Chair of Pediatrics and the Executive Director of External Affairs in strategies for the University’s $900 million Capital Campaign. She structured volunteer committees and established the Children’s Center’s first Advisory Board. Murray has researched leadership extensively and has been a fundraising practitioner since 1988. Francine G. McNairy, Ph.D. is the thirteenth president of Millersville University of Pennsylvania, and serves as its chief executive officer, with oversight of a $100 million budget, 1000 employees, and 8000 undergraduate and graduate students. Prior to her appointment, McNairy served as Provost and Vice President for Academic Affairs at Millersville; Associate Provost at West Chester University of Pennsylvania; and held several academic positions career in higher education at Clarion University of Pennsylvania. McNairy is an active member of the Lancaster County community where she serves on the Boards of the Lancaster General Medical Group and the Pennsylvania State Board of Education. McNairy holds a Bachelor of Arts in Sociology, a Master's Degree in Social Work and a Ph.D. in Speech Rhetoric/Communication from the University of Pittsburgh. Gerald C. Eckert is vice president for university advancement at Millersville University of Pennsylvania, in Lancaster, Pennsylvania. Since 1984, he has directed the offices of development, communications, and marketing, and alumni services. From 1977 to 1984 he held various advancement positions at Franklin & Marshall College in Lancaster, Pennsylvania. He has held numerous leadership positions in CASE both regionally and nationally, has been a presenter at numerous CASE professional meetings, and received the CASE District II 1992 “Professional of the Year” award. Eckert holds a bachelor’s degree from St. John Fisher College and a master’s degree from State University of New York at Albany. How to Really Find Your Prospects – Using Mapping Gregory Duke, Senior Development 2/6 Session 5 2:45-3:45 p.m. Software to Enhance Prospect Research Associate, Research and Moves Niagara University Management Mapping software packages such as Microsoft’s MapPoint can be used for far more than giving gift officers directions from the airport to their hotel. They can also be utilized to identify prospect target geographies, to discover the most efficient places for gift officers to take trips, and to inform geographical predictive modeling studies. And they can find you a good steakhouse. Areas to be covered: 1. Features of major mapping programs, including finding hotels, restaurants, and other areas of interest 2. Nuts and bolts: how to load the mapping software with your prospects or alumni 3. How to arrange your donor base by specific geographies using mapping software 4. Identifying “hot” geographical areas 5. Finding the most lucrative regions for gift-officer trips 6. An introduction to geographical predictive modeling, and how to employ mapping software to supply the data Speaker Biography: Gregory Duke, Ph.D. is senior research associate at Niagara University in Lewiston, NY. He has worked at Niagara since 2002. Previously, Duke worked in advancement services and research at Marymount College in Rancho Palos Verdes, CA, and in alumni research at St. Edmund Hall, Oxford, UK. Duke holds a D.Phil degree in British history from Jesus College, Oxford University, UK. Drew Hill, Web Coordinator, SUNY Oswego; Mark Mende, Director of Web Services, Redesigning the Web: St. Lawrence University; Internet/Print 2/6 Session 5 2:45-3:45 p.m. Three Unique Perspectives Rebecca Maxon, Associate (Part 2) Director of Communications and Publications, Fairleigh Dickinson University Communicating with Suzi Maybee, Director of Constituencies: How to Do it All, Internet/Print 2/6 Session 5 2:45-3:45 p.m. Make it Work, and Not Overload Communications, Holton- Arms School Your Audience The ways in which we communicate with our school community are changing dramatically and it's tough to keep up. We are constantly challenged by decisions such as: Do we continue to mail our newsletter to parents or post it only online? Should we send out e-mails with information in addition to those newsletters? What about creating an intranet where announcements and information is kept? If we do create an intranet, do we get rid of the newsletter? In this session, we'll explore different methods of communicating. We'll talk about internet/intranet, newsletters, e-mail, mail, and magazines, and how to make all these components work together and the frequency of messages. Robin Moll, Vice President for Institutional Advancement, How to Jump Start a Stalled Key Decision Cabrini College; Maker/Leadership 2/6 Session 5 2:45-3:45 p.m. Campaign and Get It Back on John Chappell, Chair, Track Board Committee on Institutional Advancement, Cabrini College Cabrini College's first comprehensive campaign was losing speed. After a strong start, including the successful solicitation of three seven- figure gifts and reaching the half-way point, the $16.5 million campaign started to lose power. Between 2001 and 2004, the VPIA position turned over twice (cough), the chairman of the campaign resigned (sputter), and pledge payment reminders were not sent to donors (stall). When the third VPIA arrived on the scene, she called for a "pit stop" and determined that the campaign was not only out of gas, but it needed new spark plugs and a complete engine overhaul. Should the campaign be scrapped or were there some jumper cables in the trunk? Come hear how the Institutional Advancement Office and the new board chair of the Institutional Advancement Committee jump- started the campaign—and now have the finish line in sight. Speaker Biographies: Robin B. Moll has almost 30 years of development and constituency relations experience. She stared her career raising annual funds for Swarthmore College, went on to found her own consulting firm and was later vice president with Barnes & Roche. Before accepting the position at Cabrini College, Moll spent 13 years as vice president for development at Main Line Health, where she managed campaigns and fundraising programs for three acute care hospitals. She joined Cabrini College in 2004. Moll has taught courses and chaired conference committees for AHP, AFP and CASE. John Chappell is the retired president of Pharmaceuticals Worldwide for SmithKline Beecham. With a career spanning 28 years, Chappell was responsible for the multi-billion dollar ethical pharmaceutical business with 30,000 employees and was a director of SmithKline Beecham. In 1990, he founded Plexus Ventures, an international company with headquarters in Philadelphia, which specializes in healthcare, licensing, and merger/acquisition activities. He serves as director of Salix Pharmaceuticals, Ltd., and has served on the boards of a number of other biotechnology companies. Chappell earned his bachelor¹s degree from Harvard University and completed the Wharton School of Business evening executive program. A former Marine officer, Chappell also serves as a trustee of the Bryn Mawr Hospital Foundation. John Stapleton, Principal, Paskill Stapleton & Lord; Bob McBride, Associate Trends & Tactics in Higher Vice President, Enrollment Marketing 2/6 Session 5 2:45-3:45 p.m. Education Marketing Services, Holy Family University; Gary Bracken, Director, Admissions, Saint Leo University Research and experience has shown that families are searching earlier than ever and that their first contact with a school is usually through the school’s web site. This change in how students find you and you find students are universal, irreversible and profound. So profound in fact, that in just a short time, the Web is outmoding traditional communications flow and methods. To learn how you and your staff can best take advantage of this change, join John Stapleton, Bob McBride and Gary Bracken. Learn how you and your staff can adapt to marketing in this new communications environment. They will talk about what this means for the admissions and communications staff and how they can deal with this sea change. The implications from a budget perspective and a communications-flow perspective are discussed. Our belief is: this change in universal, irreversible and profound and the question becomes whether we are in front of, or behind this wave. Speaker Biographies: John Stapleton is a graduate of Drexel University. He has been working in the communications and marketing fields since 1977. The firm he co-founded, Paskill Stapleton & Lord, has specializes in higher education marketing and is working with colleges and universities across North America. Bob McBride is Associate Vice President for Enrollment Services at Holy Family University, providing leadership to undergraduate and graduate admissions, financial aid and the registrar's office. McBride began his career in the financial aid office at Holy Family University, serving as a work-study for four years and as Assistant Director for three years. He then went to La Salle University where he specialized in using information and technology to improve business processes and decision-making abilities while delivering a higher level of service to students. He served for seven years at La Salle in a variety of positions from Assistant Director of Financial Aid to Assistant Vice President for Enrollment Services. He returned to Holy Family in August 2004. McBride has presented at the SCT Summit, MSACROA, and PABUG. He earned his master's degree in Professional Communication from La Salle University and received his bachelor's in Management Marketing from Holy Family University. Gary Bracken, Vice President for Enrollment at Saint Leo University, has been with Saint Leo since 1997. He has been in college admissions since 1988 when he began as the Director of Music Admission at the School of Music at Ithaca College in New York and later as the Senior Associate Director of Admission at Northeastern University in Boston. A native of Pennsylvania, Bracken graduated from Indiana University of Pennsylvania with a bachelor's degree in Music Education in 1972. He received his master's from Columbia University and attended Syracuse University’s Newhouse School of Communication. There’s No Place Like Home: Cynthia Cooper, Director of Media Relations 2/6 Session 5 2:45-3:45 p.m. Residence Hall Promotion for the Public Affairs, Monroe Community College Community College More and more community colleges are adding residence halls to their campuses. Is it a shift in mission? A burden on taxpayers and town services? An indication that the neighborhood community college wants to become a baccalaureate institution? Who is the market for residence halls and how do you reach them? Those are the questions you’re likely to be asked if your community college decides to add residence halls. Monroe Community College added residence halls in 2003. We’ll tell you how we handled those questions and filled the halls to overflowing. Speaker Biographies: Cynthia Cooper is director of public affairs at Monroe Community College, a position she has held since October 1994. She serves as the college’s spokesperson and chief communications strategist in crisis situations, as well as manager of internal communication, media relations, publications, and government relations. Prior to coming to Monroe Community College, Cooper was director of public relations at Keuka College. A graduate of the State University College at Brockport (M.P.A., 2002) as well as Juniata College (B.A., Journalism/Communications, 1986), she is currently a member of the CASE District II board of directors. Accolades & Achievement Awards 2/6 6:00-10:00 p.m. Gala CASE District II Conference 2006 February 4-7 Program TRACK/EVENT DAY SESSION TIME TITLE PRESENTER/S "How Philosophy Shapes my Endnote: Charles Endnote Breakfast and Annual Meeting 2/7 8:00-9:30 a.m. Work...and my Heart" Dougherty, President, Duquesne University Speaker Biography: Charles J. Dougherty, Ph.D., was elected president of Duquesne University by its Board of Directors in May 2001. His selection as th the 12 president of Duquesne University came with overwhelming support from the campus community and the Congregation of the Holy Spirit, the sponsors of Duquesne University. Dougherty is a nationally recognized scholar and expert in health care ethics, and has served on numerous health care advisory commissions and projects. Most recently, Dougherty has worked with the Not-for-Profit Hospital Trustees Project at the Hastings Center and the New York Academy of Medicine, as well as the National Coalition on Catholic Health Care. He has served on the Board of Trustees of the Catholic Health Association and the Board of Editors at both Creighton University Press and "Health Progress." Dougherty has also served as a Commissioner for the State of Nebraska Accountability and Disclosure Commission, a government ethics panel. He is a member of the Board of Directors of Mercy Hospital; Mercy Health Systems in Pittsburgh, Pennsylvania; The Allegheny Conference on Community Development; Pittsburgh Downtown Partnership; World Affairs Council of Pittsburgh; and the Urban League of Pittsburgh. He serves on the board of the Association of Independent Colleges and Universities of Pennsylvania and is the Chair of the President's Committee of the Pittsburgh Council on Higher Education. He received his master's and doctorate degrees in philosophy from the University of Notre Dame in 1973 and 1975; he received his bachelor's degree in philosophy from St. Bonaventure University in 1971. Jeff Donahoe, Senior Director of Advancement Communications, Georgetown University; Jessica L. Bostdorf, The Push/Pull of Connecting with Director of Annual Giving, Alumni and Donors via the Web Lebanon Valley College; Alumni Relations 2/7 Session 6 9:45-10:45 a.m. Jasmine A. Bucher, Director of Campaign Communications, Lebanon Valley College Facilitator: Anne Berry, Vice President for Advancement, Lebanon Valley College Two institutions discuss recent efforts with online communication and services designed especially for alumni and donors. What works, what doesn't, and lessons learned along the way. Still a nascent arena for many colleges and universities, community tools (blogs, wikis, podcasting) and public information (donor lists, class notes) beg big questions surrounding message control, user privacy, and, most importantly--is the risk worth it. You may be surprised by the answer. Institutions are finding as the standard for what makes for interesting online content and worthwhile services becomes higher and higher, the ability to say no to these tools is almost impossible. Speaker Biographies: Jeff Donahoe is senior director of advancement communications in Georgetown University’s Office of Alumni and University Relations. He leads a 12-person editorial, design, and electronic communications team responsible for communications outreach to the university’s alumni and donor populations to maintain the university’s brand and image, encourage alumni involvement, and market the university’s fund raising needs and opportunities. Anne M. Berry is the vice president for advancement at Lebanon Valley College in Annville, PA. She has been active in higher education advancement. For over 27 years, and has held positions at her alma mater Franklin & Marshall College, at Tulane University, the University of Pennsylvania and Saint Michael's College. She is a member of the CASE Board of Trustees and of the CASE District II board. In her position at Lebanon Valley she leads the college's development, alumni/parent relations and college relations programs. How to Really Become a Christopher Reilly, Director Development 2/7 Session 6 9:45-10:45 a.m. Philanthropic Counselor: Useful of Leadership Gifts, Albany Techniques Medical Center Foundation Getting beyond the veil of a donor's feelings and addressing their most compelling attitudes toward charity, wealth, legacy, and your institution is clearly the pinnacle of relationship-building. The key o addressing such "soft and fuzzy" topics is applying some disciplined techniques. This session will teach a number of proven skills that counselors, advanced sales persons, and attorneys use every day to engage individuals in productive conversations. We will apply those skills to common donor visit scenarios. Plan on participating in an interactive and heavily informative discussion. Speaker Biography: Including popular sessions at the last two regional CASE conferences, Reilly speaks frequently about user-friendly charitable gift planning and values-based counseling. Using gimmicks such as juggling, psychedelic PowerPoint slides, and really bad jokes, he has kept at least half of his audiences awake throughout his presentations. Reilly’s experience includes associate director of gift planning at Cornell University, a specialty practice in charitable estate and financial planning, and sales positions in the financial and banking industries. He has a post-master’s in financial policy and the Certified Financial Planner (CFP) designation but he promises not to sound like it. Hal Koblin, Senior Lessons Learned from a Billion Development 2/7 Session 6 9:45-10:45 a.m. Dollar Campaign Advancement Strategist, University of Toronto The University of Toronto recently accomplished what nobody (including insiders) said could be done: raising $1 billion through a major campaign at an institution raising $30 million per year before the campaign. In this session, Hal Koblin, the University's Senior Advancement Strategist, takes us behind the scenes of the University of Toronto Campaign, and describes the processes and practices that laid the groundwork for the university's success. Speaker Biography: Hal Koblin is senior strategist for the University of Toronto's advancement program. In this capacity, he played a key role in shaping the development and execution of the University's 1997-2003 campaign, which reached its $1 billion objective one year ahead of schedule. He is currently planning the University's next major campaign, and is playing a "behind the scenes" leadership role in U of T's ongoing advancement program. How to Create Great Publications Ann R. Brown, Publications Internet/Print 2/7 Session 6 9:45-10:45 a.m. (and win awards too) Director, Buffalo State College Your budget is tight, so most of your work must be kept inhouse. Or you have a generous budget that allows you to freely hire outside talent. In either case, what’s the recipe for success? Hiring talented writers, designers, and photographers, developing brainstorming techniques, working effectively with campus clients, finding the right research, getting support from administration—it’s all a day in the life of a successful publication operation. Speaker Biography: Ann Raszmann Brown is the publications director at Buffalo State College. During her 25+ year career, she’s worked in the communication offices of the University at Buffalo, Erie Community College, Bentley College, and Boston College. She’s also run a freelance business, worked in the printing industry, and taught graphic design at several colleges in New York and Massachusetts. Brown holds a bachelor's from Binghamton University (SUNY) and master's in design from Syracuse University. Paul Adamo, Vice President for College The Chief Development Advancement, SUNY Key Decision Maker/Leadership 2/7 Session 6 9:45-10:45 a.m. Officer/Chief Financial Officer Oneonta; Leif Hartmark, Dynamic for Success Vice President for Finance and Administration, SUNY Oneonta The work of the chief development (or advancement) officer is related to and affects the abilities of the chief financial officer—and vice versa. These two individuals have a mutual dependency, continuous involvement, and responsibility to demonstrate teamwork in several institutional functions. This presentation will emphasize structure and process as well as the importance of the formal and informal relationships. Specific themes and examples will include: • The importance of good communication between these senior administrators and their staff members; • The mutually beneficial and complementary roles of these two individuals; • How to develop a working knowledge of each others priorities, pressures, strengths and weaknesses; • The coordination of information and communication within the institution or state system for financial reports, contracts, endowment management and staffing positions and roles; • The respective responsibilities and relationships with the public institution's Foundation Board or private institution's Board of Trustees. • The opportunities for collaboration and realizing opportunities such as developing gift acceptance policies, endowment and investment policies, naming buildings and funding special projects. Yes, we are presenting the relationship and work between a chief development officer and chief financial officer. It need not be competitive or contentious. Expect humor, candor, examples of success and failure, and plenty of time for questions and answers. Primary Speaker Biography: Paul J. Adamo is vice president for college advancement at SUNY College at Oneonta and executive director of the College at Oneonta Foundation. He has a master’s degree in Business and Policy Studies from SUNY Empire State College and a bachelor’s degree from SUNY College at Oneonta. A development officer since 1981, he has served three different institutions and attained Certified Fund Raising Executive status from CFRE International. Leif Hartmark is vice president for finance and administration at the SUNY College at Oneonta. He has been the treasurer of the College at Oneonta Foundation since the late 1980s, where he has overseen a tenfold growth of the college’s endowment, from $ 2 million to $ 23 million. As a visiting fellow at the SUNY Rockefeller Institute of Government, Hartmark recently conducted a national study of higher education administrative and budgetary practices. He has published and presented papers on higher education planning, budgeting and management. His paper, “Planning, Budgeting and Evaluation System: Lessons from Experience," won the NCHEMS Contributed Paper Competition for Practicing Administrators. He authored the report of the SUNY Trustees “Rethinking SUNY: Administrative Productivity”. He has presented at EACUBO and NACUBO on strategic planning, and multi-campus consortia for student information systems. He is active in NACUBO, and is past president of the SUNY Business Officers Association. Beyond the Cool Factor: Latest Eric Hodgson, Estrada Marketing 2/7 Session 6 9:45-10:45 a.m. Trends in Higher Education Web Content Management Marketing In this session, we will be looking at the latest ways colleges and universities are using the Web as a critical marketing and communications tool. We will be evaluating several sites to understand how they are communicating with key external audiences, peeking into the future for the next big trends, and outlining what you can do to incorporate these ideas. Speaker Biography: Eric Hodgson brings six years of experience helping colleges and universities with Web strategy, content management implementation, site maintenance, training, and staffing. Serving multiple industries, Hodgson has kept a firm grip throughout his career on using technology to accelerate marketing strategies. Hodgson specializes in the higher education market as an Interactive Consultant with Estrada, implementing specialized Web strategies and solutions for his clients ranging from small liberal arts colleges to four-year public institutions. Estrada Web Technology, a division of Gandalf Development, Inc., is a technology firm with expertise in higher education web development and enterprise content management solutions for managing internets, intranets, and extranets. Estrada’s products and services help clients perfect the web environment across the entire institutional enterprise. Kenneth Hall, Director of Working with Allied 11:00 a.m.-12:00 Major and Planned Gift Development 2/7 Session 7 p.m. Professionals: A Charitable Programs, Susquehanna Planner's View University As charitable planners for higher education institutions, gift officers come into contact with a wide array of allied professionals. How they deal with accountants, lawyers, financial advisors and trust officers can make or break the outcome of a gift discussion. This presentation examines the motivations of various allied professionals and explores strategies for maximizing the gift officer’s interaction with a donor's trusted advisors. Speaker Biography: Kenneth C. Hall has been the director of major and planned gift programs at Susquehanna University since 2001, taking on additional responsibilities as associate campaign director in 2004. In this capacity, he manages fund raising programs designed to cultivate, solicit and steward capital level gifts, both outright funds and planned gifts including trusts, gift annuities, real estate, and life insurance. His other responsibilities include managing a team of gift officers, overseeing the Office of Donor Relations and Stewardship, and managing the communications component and budget for Susquehanna’s ongoing capital campaign. Mr. Hall is the resident expert on planned giving arrangements for the university and helps formulate gift policy as a member of the Gift Acceptance Committee. He also serves on the president’s task force on diversity as well as a campuswide strategic planning committee. Before coming to Susquehanna University, Hall spent six years as a licensed investment and insurance broker with Wienken and Associates, MassMutual, in Camp Hill, Pennsylvania, where he specialized in estate and business succession planning. Hall is a founding member of the Central Pennsylvania Planned Giving Council and has lectured on topics such as making the charitable ask and the basics of planned giving. Hall earned his bachelor’s of science in administration of justice and his master’s of public administration from the Pennsylvania State University. Lisa M. Dietlin, President 11:00 a.m.-12:00 Technology is an Accelerator, and CEO, Internet/Print 2/7 Session 7 p.m. Not a Creator Lisa M. Dietlin and Associates This is especially true in fundraising. While technology and the Internet specifically, will not bring in a plethora of new donors giving big dollars, it is a tool to cultivate and involve donors and others. When used in conjunction with a fundraising plan, technology can truly be a tool that enhances any organizations fundraising. Lisa M. Dietlin, President and CEO of Lisa M. Dietlin and Associates, Inc., will share how technology tools, including Internet based fundraising, can enhance your entire fundraising program. Speaker Biography: Dietlin serves her clients as a philanthropic agent, assisting entrepreneurial individuals and nonprofit organizations in developing transformational philanthropic strategies. Through expert advice and structured counsel, Lisa M. Dietlin and Associates, Inc. is quickly becoming the prime model for philanthropic leadership throughout the country. Dietlin holds a master’s degree in philanthropy and development from Saint Mary’s University of Minnesota. She is a faculty member at North Park University (Chicago) in its nonprofit management degree and certificate programs where she currently teaches the Capital “Campaigns for Nonprofit Organizations” course she designed as well as the course titled, “Designing and Implementing the Fundraising Program. “ Dietlin’s groundbreaking research on entrepreneurs and their philanthropic giving patterns have been quoted in several subsequent research studies in the United States and Canada as well as The Chronicle of Philanthropy. Further, her research on donor giving through the Web has been published in a number of periodicals and newsletters including initially The Chronicle of Higher Education. Currently, she is working on a book about the principles of raising money. Active in the development/fundraising arena since 1982, Dietlin holds and has held seats on nonprofit boards in Chicago, Illinois, Nashville, Tennessee and Michigan where she contributes her extensive experience in strategic planning for development and fundraising. She is a frequent speaker on the subjects of entrepreneurial giving, major gifts fundraising, moves management, as well as board development. Facilitator: Tracy Barlok, Key Decision Maker/Leadership Key Decision 11:00 a.m.-12:00 Skidmore College and Maker/Leadership 2/7 Session 7 p.m. Roundtable: Current Issues and CASE District II Board Challenges Chair Fred Worthington, Principal, Barton, Matheson, Willse & Branding Axioms: 10 Inescapable 11:00 a.m.-12:00 Worthington; Marketing 2/7 Session 7 p.m. Truths for Positioning Your Gerry Willse, Managing Institution Principal, Barton, Matheson, Willse & Worthington The laws of human nature and institutional politics are as predictable as gravity. If you know these 10 Truths and understand their application to positioning, branding, and integrated marketing programs, the tasks of creating a clear and marketable image for your institution can be made more effective, efficient, and successful. You will be better equipped to engage and energize your peers, senior administration, alumni, board of trustees, the media, and other constituencies whose input and cooperation is essential to creating and sustaining a unique brand. The Branding Axioms have been gleaned from the firm’s work for more than 300 institutions over 35 years. Speaker Biographies: Fred Worthington is a Principal in the marketing and communications firm of Barton Matheson Willse & Worthington (BMWW). Worthington has 35 years experience working with colleges, universities, and other non-profits for the development of comprehensive branding, positioning, and integrated marketing programs. He has managed programs for over 200 institutions that encompass all aspects of advancement such as fund raising, student recruitment, alumni and public relations, and constituency development. Clients include Yale, Drexel, New England Conservatory, Washington & Lee, Florida Southern, University of Mary Washington, AARP, and American Institute of Architects, with results leading to many CASE Awards and other professional recognition. Worthington holds a bachelor's degree in Visual Communications from the Maryland Institute College of Art where he serves on the board of trustees, faculty, Alumni Council, and has recently co-chaired a capital campaign. Gerry Willse has served as a consultant to higher education, professional associations, business, and other institutions for 30 years. Prior to forming BMWW in 1995, he worked for 23 years successively as vice president, executive vice president, and president of the Barton- Gillet Company, the pioneer in higher education marketing and branding. He is recognized as an authority in the development and implementation of integrated branding and marketing strategies for hundreds of public and private colleges and universities as well as many corporations and businesses. In the last few years he has been deeply involved with branding programs for institutions in transition to coeducation or to university status. Willse holds a bachelor's degree in marketing from the University of Virginia. Frank G. Pogue, President, Edinboro University of Pennsylvania; Emily Sinsabaugh, Assistant to Edinboro University's Approach 11:00 a.m.-12:00 the President, Edinboro Media Relations 2/7 Session 7 p.m. to Integrating Public Relations University of Pennsylvania; into Institutional Decision Making Tony Peyronel, Speech and Communication Studies, Edinboro University of Pennsylvania Senior public relations managers at college and universities have long known that having a direct role in institutional decision making is critical both to professional and institutional success. The extent to which these senior professionals are able to move from technician to counselor is determined in large part by the relationship they have with their president. At Edinboro University of Pennsylvania this relationship is an interesting one indeed—one that was cited by Marcus Lingenfelter in the March 2004 issue of CASE CURRENTS magazine. In Lingenfelter's article examining the role presidential assistants play in institutional advancement, he noted that Emily Sinsabaugh, assistant to Edinboro University President Frank Pogue, also has administrative responsibility for all university communications. How did this come to be? How has this worked? What implications might this have for public relations managers at other institutions? Tony Peyronel, Ed.D., an Edinboro faculty member and former college public relations director, moderates a discussion with Pogue and Sinsabaugh. Speaker Biographies: th Frank G. Pogue, Ph.D. was appointed the 15 president of Edinboro University of Pennsylvania on July 1, 1996. Prior to his presidency at Edinboro University, Pogue was affiliated with the State University of New York (SUNY) system for more than two decades, serving for 10 years as the system’s vice chancellor for student affairs and special programs. While vice chancellor, he also served for one year as the interim president at the SUNY College at Cobleskill. Pogue participates in many national, regional, and statewide leadership groups. On the Edinboro University campus, he is perhaps best known for creating the concept and philosophy of the “Edinboro Family,” a learner- centered environment where students come first and are an integral part of a caring and supportive campus community. Emily Sinsabaugh, Ph.D. is the executive to the president for university communications and administrative initiatives at Edinboro University. She has worked as a presidential assistant since 1995, having previously served as a media technician in Edinboro University’s Office of Television and Media Services. Sinsabaugh, who earned a Ph.D. in higher education from the State University of New York at Buffalo, also has previous experience in television news with WJET-TV, the ABC affiliate in Erie, PA. Tony Peyronel is a speech and communication studies faculty member at Edinboro University of Pennsylvania, where he serves as coordinator of the undergraduate programs in speech communication, broadcast journalism, and print journalism. He is also faculty advisor to the Edinboro University chapter of the Public Relations Student Society of America (PRSSA). Before joining the Edinboro University faculty, Peyronel worked as a reporter with the Kittanning Leader-Times, as a public relations writer with Penn State University, and as director of communications at Westminster College in New Wilmington, PA.
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