In This Section

Conference Handouts

Keynote Speech

Guy Kawasaki: The Art of Innovation

Special Sessions

Chief Advancement Officers

Master Classes

Alumni Relations Development - Campaign Strategies Advancement Services - You and Your Team Communications - Media Training

Pre-Conference Sessions

New Advancement Professionals Emerging Leaders

Track Sessions

Alumni Relations Development Communications Advancement Services Community Colleges Independent Schools Professional Interest

Track Session #7

Tuesday, November 17 - 10:45am-12:00pm

Advancement Services
Advancement Services' Role in the Universities First Comprehensive Campaign
The presentation will provide an overview of how the Advancement Services Team at CSU, Long Beach has supported the university’s first comprehensive campaign. We will discuss how we have worked with various departments, including alumni relations, estate and gift planning, publications, and the various colleges. We will focus on a variety of topics including campaign reporting, collecting wealth and affinity data, datamining, developing campaign gift tables, social networking, prospect management systems, staff training, proactive research tools and individual fundraising strategies.

Brian LawverDirector of Advancement Services, California State University, Long Beach (CSULB),
Joined CSLUB’s university relations and development division in 1989, Brian Lawver currently serves as Director of Advancement Services, overseeing the Alumni Records Office, the Office of Prospect Management and Research, and the Division Technology Office. He is a member of the SunGard Higher Education Advance User Group Executive Committee, having previously served as Vice Chair of the SunGard Higher Education User Group and presented while serving on the CASE Matching Gifts Advisory Board. Lawver is a graduate of the University of Pittsburgh at Johnstown.

Anna Imhoff, Prospect Management Analyst, CSU Long Beach,
Anna is a prospect management analyst at Cal State Long Beach and has played an integral role in the development of reports and communication to campus colleagues in preparation of the campaign.

Alumni Relations / Development
Alumni Discovery Initiative
Now more than ever, institutions are tasked with finding innovative, cost-effective and practical ways to engage alumni and identify new donor prospects.  Georgetown University developed a program called the Discovery Project, which hired current students and recent grads to conduct in-person interviews with alumni.  UC San Diego, a large public institution, and the University of San Francisco, a small private school, have each adapted the Georgetown model to fit their advancement needs.  Learn how each institution has created a distinctive program to reconnect alumni, engage new volunteers and cultivate new donor prospects.

Greg Murphy, Alumni Discovery Initiative Manager, University of California, San Diego (UCSD)
A UCSD graduate and young entrepreneurial professional with extensive student government and leadership experience, Greg Murphy has conceived, developed, and successfully implemented UCSD’s Alumni Discovery Initiative.

Armin Afsahi, Assistant Vice Chancellor, Alumni Affairs, UCSD
Also a UCSD alumnus, Armin Afsahi is a seasoned advancement executive with more than 17 years of private and public sector experience in institutional advancement, strategic management, business development, marketing, technology and operations, gained in public and private universities, as well as in technology, education, and consulting firms.

Nicki Nabasny, Director of Development, Major Gifts & Discovery Project, University of San Francisco
Nicki (Pichel) Nabasny began her career in university advancement as a student caller at Santa Clara University. Now as director at USF, she is responsible for managing and coordinating major gift fundraising, alumni outreach, and volunteer engagement for both the School of Nursing and the School of Business and Professional Studies. She also has oversight of a USF’s new alumni outreach effort launched last year, the Discovery Project, in which recent graduates conduct in-person interviews with alumni across the country with the goal of reconnecting alumni and identifying new major gift prospects.

Jessica Bartolini, Program Manager Discovery Project, University of San Francisco
Jessica Bartolini is the Program Manager of the Discovery Project at the University of San Francisco. The Discovery Project is a new alumni outreach effort launched in July of 2008 in which recent graduates conduct in-person interviews with alumni across the country with the goal of reconnecting alumni and identifying new major gift prospects. In this role she has responsibility for managing and coordinating all Discovery efforts including all data management, communication, outreach and follow-up. Before joining the Advancement team at USF she was the Coordinator for Annual Giving at the University of Nevada, Reno where she managed the student phonathon program and coordinated with the manager of Annual Giving on all the annual fund direct mail. During her undergraduate years at USF she worked for Athletic Development as a student assistant and also worked as a student caller for University Advancement. Jessica graduated in 2006 with a Bachelors degree in Psychology and is currently working on her Masters in Nonprofit Administration from USF.

Newcomer, Intermediate, Advanced

Communications
Making Community Real in a Virtual World
The Campaign for Berkeley’s “Thanks to Berkeley…” theme invites the entire Cal community to express their pride and gratitude using a traveling photobooth to capture individual portraits and quotes (10 word or less in their own handwriting). The results, posted online, in print, on campus banners, in videos and on a 72-foot campus billboard, are creating powerful and authentic statements about Berkeley’s unique community. The project won the CASE 2009 Grand Gold for fundraising communications programs. More than 2,500 Cal alumni, students, faculty, parents, staff and other friends, along with their pets, stuffed animals, children, musical instruments and other props, have participated in the project during the past year and a half. The project will continue until the end of the fundraising campaign in 2013. Mary Keegan, Executive Director, Marketing and Communications, University of California, Berkeley
Mary Keegan is the executive director of marketing and communications in University Relations at UC Berkeley. She oversees editorial, design, web, university events and donor stewardship programs. The campus is currently at the halfway mark of a $3 billion campuswide fundraising campaign.

Christopher Irion
is a San Francisco advertising photographer who created a traveling photobooth to photograph people in communities across America. From county fairs to cow patches and art museums, he has created installations that reflect communities back to themselves. His work with Berkeley is the first time that words have been incorporated into the individual portraits.

Community Colleges
Long Beach Promise
This session will examine the successful “Long Beach Promise,” an effort undertaken by adminstration of Long Beach City College (LBCC) to provide a free first semester to every Long Beach-area high school graduate, beginning in 2011. Marketing materials and strategies used to promote donations and good public relations in the community will be shared with participants, and the LBCC President will share his strategy in bringing together the Superintendent of Long Beach Unified School District and President of California State University, Long Beach. Discussion will include the 15-month, volunteer capital campaign, targeted to raise $5 million but which ultimately raised $6.2 million.

Eloy Ortiz Oakley, uperintendent-President, Long Beach City College
Eloy Ortiz Oakley was appointed Superintendent-President of the Long Beach Community College District after four years as LBCC's Assistant Superintendent/Executive Vice President of Administrative Services, in which he undertook supervision of the Measure E Bond construction project on both campuses and oversaw the finances and operations of the college. Before joining LBCC in 2002, he was the Vice President, College Services at Oxnard College; Assistant Vice President, Property & Casualty Division of Keenan & Associates; and the Manager, Risk Services at Coast Community College District. Oakley was also an adjunct faculty member teaching in and coordinating the Environmental Technology Certificate Program at Golden West College.

Chi Chung Keung, Executive Director, Public Affairs and Marketing, Long Beach City College
Chi-Chung Keung has over 20 years of experience in marketing, advertising and public relations in higher education, corporate and non-profit environments, appointed to his current post in 2005. Prior to LBCC, Keung served as Director of Marketing and Public Relations for Cerritos College, and Director of University Relations and the Director of Parent and Public Relations at Biola University.

Ginny Baxter,, Foundation Executive Director, Long Beach City College
Chi-Chung Keung has over 20 years of experience in marketing, advertising and public relations in higher education, corporate and non-profit environments, appointed to his current post in 2005. Prior to LBCC, Keung served as Director of Marketing and Public Relations for Cerritos College, and Director of University Relations and the Director of Parent and Public Relations at Biola University.

Intermediate

Development
Hiring Smarter and Retaining Staff Longer in a Down Economy
In tough economic times, managers can’t afford to make mistakes. In advancement offices, talented people are everything and high-performers can be lured away. Learn best practices in retaining and recruiting exceptional talent, all the while branding yourself as an “employer of choice.” Develop a profile of success characteristics and hiring analytics to find the talent that will accomplish your strategic goals; avoid crisis hiring and learn “Planned Alternatives to Hiring” strategies; and consider a program to reward and retain your best people, no matter what size your organization.

John W. Crowe, Associate Dean for Development and External Relations, School of Policy Planning and Development, USC
John W. Crowe recently returned to USC where serves as Associate Dean for Development and External Relations at the USC School of Policy, Planning and Development. He is a former vice president at Claremont Graduate University and the Los Angeles County Music Center. Previous to that, he spent 16 years at USC where his assignments including  serving as chief advancement  officer for the schools of  business and medicine.  A past chair of CASE District VII, he has co-authored two books for CASE, one dealing with hiring and retention and the other focused on managing  advancement programs in an academic unit. He is a popular speaker and trainer on such topics including campaign design and management,  major gifts solicitation, communications,  and staff retention and hiring.

Independent Schools
Booster Clubs, Athletic Fundraising, and Advancement
In this session, we will talk about best practices in cross-department collaboration in order to maximize fundraising potential.

Rob Ickes, Director of Advancement, Santa Margarita Catholic High School
After eight years in the classroom, Rob Ickes moved into administration as Director of Athletics at Servite High School in Anaheim. In that role, he led a campaign to raise $700,000 to install a new artificial field for the school's football, soccer, and lacrosse teams and to resurface the existing track, and oversaw an athletics booster club whose fundraising efforts exceeded $750,000 annually.

Intermediate

Professional Interest
Professional Credentials - Making Sense of the Alphabet Soup
MBA, MNA, CFRE - these are just some of the letters that seem to follow the names of Advancement leaders. What are the benefits of each, and which should you consider? This panel will discuss the different options they pursued, how professional credentials helped their career, how they are viewed by hiring managers and answer your questions.

Ray Watts,, Associate Vice President, University of Redlands
Raymond W. Watts, CFRE, is Associate Vice President at the University of Redlands. Ray manages the Development team at the University, and oversees all University philanthropic outreach efforts, working closely with Trustees, the President and the Vice President for University Relations to achieve organizational goals. Before assuming the role of AVP at Redlands, Ray served for five years as Director of Development, overseeing the major gift fundraising for the historic Centennial Campaign. Prior to coming to Redlands, Ray spent 7 years at his alma mater, Loyola Marymount University of Los Angeles, spending the last 4 years as Director of Annual and Special Campaigns.

Lisa Moore, Assistant Vice President for Development, St. Mary's College of California, Moraga
As Assistant Vice President, Lisa Moore oversees a staff of 15, including the Annual Fund, Athletic Development, Regional Development, Major Gifts, Planned Giving, and Prospect Research offices. Before joining St. Mary’s, she was a Regional Director and Major Gifts Officer for the University of San Francisco. Moore holds a master’s in nonprofit administration from the University of San Francisco.

A reprsentative from CFRE International will also join the panel to discuss the steps needed to become certified.