CAAE - Keeping It Real - 2020 Winter Institute Program Book

HONEST TRUE

KEEPING IT

REAL

UNIQUE HUMBLE Winter Institute • February 17–19, 2020 Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch

Strategic Framework VISION

We strive to be the leader in cultivating, supporting and promoting best practices, innovations, and investment in alumni engagement while also advocating for a strong alumni voice for the benefit of alumni, their universities, and society by convening and engaging chief alumni officers representing the world’s leading research universities.

MISSION

CAAE is committed to providing high-value professional development and personal leadership growth opportunities to chief alumni officers in a uniquely collegial manner for the benefit of member institutions and their alumni.

MUTUAL VALUE PROPOSITION

CAAE to Members: A resource for professional development, ideas, networks, connections and support, CAAE is a conduit for content and connections that help chief alumni officers lead better, make evidenced-based decisions, and be high value assets to and for their Universities and their alumni. Members explore, create, and share with each other and with the field more broadly through CAAE, partner organizations, and personal networks.

Members to CAAE and to the profession: Members fulfill CAAE’s mission through their involvement and interactions with one another. Members extend the reach and thought leadership of CAAE through the scale, impact and breadth of their work at their institutions; their contributions to the Winter Institute and Summer Session/ CASE Summit as presenters and organizers; substantial participation in dialogues and information sharing; their role in allied or partner organizations such as CASE; and through their sharing of knowledge member to member and membership wide.

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OVERARCHING OBJECTIVE:

Ensure member satisfaction through high value programs, content, communications, and connections designed and led by members.

STRATEGIC PRIORITIES:

Capitalizing on the diverse strengths of its membership, CAAE offers: • Evidence-based practices and insights that inform best practices to more effectively serve alumni and their alma maters.

• Enriching experiences that facilitate delivery of high value professional and personal leadership development leading to enhanced performance for and value to their alumni and university communities.

• Powerful peer networks and partnerships that facilitate communication and sharing among members between formal meetings to foster strong collegial relationships and partnerships that add value to members and CAAE initiatives and their alumni engagement programs.

PRIMARY ACTIVITIES: • Winter Institute

• Summer Session/CASE Summit • Member communications • Creating opportunities to share evidence-based content • Annual census – data, salary, etc.

• Fellowship programs • Orientation, stewardship, and engagement of members • CASE partnership • Mission-centered business partnerships

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

CAAE Winter Institute 2020 Program Book

Table of Contents

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Letter From The President

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CAAE Board Of Directors

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Winter Institute Agenda

Bios 12

Fellow Bios

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Speaker Bios

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CAAE Member Topics Discussion

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2019 Summer Member Meeting Minutes

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Letter from the president KEEPING IT

REAL

Greetings CAAE Friends!

It is my great pleasure to welcome you to our 2020 CAAE Winter Institute. We are indeed fortunate to be able to come together, connect, and spend time with our colleagues and friends.

Our theme this year, ‘keeping it real,’ is reflective of the honest, transparent and ‘real’ conversations we are all able to have with one another and as community when we gather. We have committed to an intentional culture that provides a space for all of us to gather as peers to create partnerships and working relationships that transcend our two annual institutes – and better enable us to be effective in our roles as the leaders of the most significant alumni organizations in the world.

For the 2020 Winter Institute, we will be ‘keeping it real’ by opening our time together with a conversation about how we can build or, in many cases, refresh our collective trust in higher education. What are our lessons learned and strategies moving forward in a time that has challenged our constituents’ level of trust and faith in higher education?

For the rest of the program, we have listened to your feedback about what is important to you and what you value about our time together. As a result, we have reimagined several aspects of the Winter Institute and we will be eager to hear what you think.

For example: • We will not ‘program’ our reception and meal time together. A colleague from the Institutes Committee or our board will offer brief remarks at the start of our meals – and then encourage us to keep our conversations going. I anticipate that we will succeed!

• We have tried to provide time for informal networking and left a few blocks of time open for just that – including a new and additional activity time where we can move and sweat together.

• We have identified a time for roundtable conversation with topics to be determined by our real-time conversations, both formal and informal, leading up to that session.

• We asked for your feedback and ideas for session content and hope we have been good listeners – the topics we cover have been crafted specifically with you in mind.

• We will once again celebrate the future of our profession through our fellows.

• We have moved their session to earlier in the institute with hopes that will help shape and frame your dialogue with these rising stars throughout our time together.

My deepest thanks go to Julie Sina and Duane Wiles (and Committee) for their dedication and creative energy in putting together this year’s Winter Institute. The team’s vision will come to reality over the next few days, and I personally can’t wait to watch it all come to glorious fruition.

Finally, 2020 will be our last Winter Institute in Scottsdale – at least for a little while. Next year we move to the Estancia La Jolla Hotel & Spa. Please take a moment to remember all the good times we have had here and get ready for an exciting new start in San Diego in 2021!

Cheers to you and a toast to three great days together!

Hoopes

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

CAAE BOARD OF DIRECTORS F. HOOPES WAMPLER President, 2019-2020 University of Pennsylvania

JORGE ANCONA Elected Director, 2018-2021 University of California, Riverside

JULIE SINA Appointed Director, 2018-2020 UCLA

LAURA WAYLAND Vice-President and President-elect, 2019-2020 Northwestern University

SUSAN deMUTH Elected Director, 2018-2021 Johns Hopkins University

STERLY WILDER Appointed Director, 2016-2020 Duke University

JEFF DAVIS Treasurer, 2018-2020 Mississippi State University BILL McCAUSLAND Secretary, 2018-2020 University of South Florida BARBARA DICK Past-President, 2019-2020 University of Toronto

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KEEPING IT REAL

GABRIELLE KORN Elected Director, 2019-2022 McGill University DONNA MacPHEE Elected Director, 2017-2020 Columbia University PAUL RUCKER Elected Director, 2019-2020 University of Washington DUANE WILES Elected Director, 2019-2022 University of Tennessee, Knoxville

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

COMMITTEE MEMBERSHIP 2019–2020

The following individuals serve on board committees during FY2020.* Affinity Partners Jeff Davis, Mississippi State (chair) Duane Wiles, University of Tennessee, Knoxville

AUDIT Jorge Ancona, University of California, Riverside (chair) Melinda Burke, Arizona

Dan Montoya, San Diego State Sterly Wilder, Duke

AWARDS and FELLOWSHIPS

Jorge Ancona, University of California, Riverside (chair) Melinda Burke, Arizona Brandy Cox, Arkansas

Donna MacPhee, Columbia Todd McCubbin, Missouri John Valva, Oregon State

Duane Wiles, University of Tennessee, Knoxville

Shelly Zaborowski, Nebraska

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Committee membership continued

COMMUNICATIONS

INSTITUTES

Raphe Beck, Oregon

Julie Cheney, Florida State

Duane Wiles, University of Tennessee, Knoxville (co-chair)

Whitney Espich, MIT

Kristi Bohlender, Colorado State

Curt Langford, Texas Tech

Amy Eichhorst, Maryland

Gabrielle Korn, McGill (chair)

Julie Sina, UCLA (co-chair)

James Davis, UCL

Ralph Amos, Purdue

Erika Jordan, UC Irvine

Ryan Chreist, Colorado

Sterly Wilder, Duke

Cheryl Harrison, UC, San Diego Paul Rucker, Washington

GOVERNANCE

Laura Wayland, Northwestern (chair)

MEMBERSHIP

Barbara Dick, Toronto

Jerry DeFatta, Southern Mississippi

Todd McCubbin, Missouri

Dene Sheheane, Georgia Tech

Hoopes Wampler, Penn

Susan deMuth, Johns Hopkins (chair)

Jeff Johnson, Iowa State

Sarah Schutt, Wisconsin

Gretchen VanValkenburg, Auburn

Sterly Wilder, Duke RESEARCH

Bill McCausland, South Florida (co-chair) J T. Forbes, Indiana (co-chair) Jennifer Andrasko, Virginia Colin Hennessey, Chicago

Karen McQuigge, McMaster * CAAE president serves as voting ex officio member of all committees.

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KEEPING IT REAL

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

MONDAY, FEBRUARY17 9:30 a.m. – 2:00 p.m.

6:00 p.m. – 7:00 p.m.

Executive Boardroom

Board of Directors Meeting

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

Registration

Institutes Committee Meeting

3:15 p.m. – 4:00 p.m.

New Member

7:00 p.m.

Dinner:

Palm Grove

Welcome Remarks

Tuesday, FEBRUARY18

Executive Boardroom

Orientation and Reception with CAAE Board and Fellows/Scholars

4:00 p.m. – 4:15 p.m. Arizona 1–3

Welcome and Overview

Reception

Speaker: Amy Eichhorst, University of Maryland

2:00 p.m. – 3:00 p.m.

Terrace Court

Speaker: H oopes Wampler, CAAE President University of Pennsylvania

6:15 a.m.

Fitness Center

Private Cardio Fitness Class

7:30 a.m. – 8:30 a.m.

Arizona 4

8:30 a.m. – 8:45 a.m.

Arizona 1–3

Breakfast

Day 2 Overview

Winter Institute Co-Chair Duane Wiles, University of Tennessee, Knoxville

4:15 p.m. – 5:45 p.m. Arizona 1–3

Strengthening

Public Trust in Higher Education; Part I

8:45 a.m. – 9:45 a.m.

Recent Pew Center and Gallup research underscore the existential threat of declining public trust in higher education as political divisiveness continues to impact our colleges and universities. Senior advocacy and policy leaders from CASE and AGB will examine and explore these alarming trends and share their perspectives on nationwide issues, challenges contributing to this persistent decline, and how CASE and AGB plan to work with institutions and alumni executives to reverse this trend. This keynote will be followed on Tuesday morning with panel conversation on this topic with three CAAE member leaders.

Introduction: Paul Rucker, University of Washington

Strengthening

Arizona 1–3

Public Trust in Higher Education; Part II

Part II of Strengthening Public Trust in Higher Education features a moderated panel discussion with leaders from three different CAAE institutions on the role and responsibility of alumni relations leaders and alumni associations in directly engaging and mitigating this decline in public trust in higher education.

Moderator: Paul Rucker, University of Washington

Panelists: Whitney Espich, MIT Sarah Schutt, University of Wisconsin Howard Wolf, Stanford University

Speakers: Cristin Toutsi Grigos, Director, Public Policy & Statewide Program, AGB Brian Flahaven, Senior Director for Advocacy, CASE

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Tuesday, FEBRUARY18 9:45 a.m. – 10:45 a.m.

CAAE Fellows

Arizona 1–3

Presentations

Facilitator: J orge Ancona, University of California, Riverside

Robert G. Forman Fellowship

The First American Philanthropists: Native American Alumni Experiences with University Advancement Using a case-study analysis, I explore the experiences of Native American alumni with university advancement.

Data come from a document analysis, in-depth interviews and a focus group with leaders of a Native American alumni organization at a public research university in California. Findings reveal that Native American alumni, informed by their cultural values and experiences with generous individuals in their pathways to college, give back to their alma maters in various forms. A lack of trust in the university’s awareness, ability and accountability in supporting Native American students creates a sense duty for Native American alumni give back to their alma mater. I draw implications from my findings, discussing the importance of reciprocity in relationships when working with Native American alumni. My discussion also highlight the need to be relevant, respectful, and responsible when stewarding all forms of alumni Native American alumni gifts, in all forms, to the university.

Speaker: P atricia Chau Nguyen, Senior Director, Diversity Programs, UCLA

Jerry F. Tardy Fellowship

To better engage with the entire young alumni community, Alumni and Constituent Engagement strives to build an innovative business model in which data, reflective of constituent needs and preferences, drives the content and program strategy for each transitional life phase. Through a segmented and personalized approach to life-stage marketing and programming, we hope to increase the number of engaged constituents and increase the depth and breadth of the donor pool.

Speaker: K atie Sampson, Assistant Director, Student and Young Alumni Engagement, Temple University

KEEPING IT REAL

Lawrence S. Preo Fellowship

Online Alumni Engagement: How to Inspire, Track, and Measure Deepening Levels of Alumni Engagement As institutions seek to engage alumni where they are—mostly online—many are devoting increasing time and resources to expand their portfolio of online alumni engagement programs.

Online engagement often offers a strong ROI and allows institutions to greatly expand their geographic footprint, but there are still questions to be answered regarding the impact of online programming and its efficacy in driving alumni to increase their engagement and philanthropy. By speaking with alumni leaders at nearly a dozen universities about their work to engage alumni online, my research explores the current successes and future challenges of online alumni engagement.

Speaker: A dam Sylvain, Assistant Director, Career Development, University of Chicago 10:45 a.m. – 11:00 a.m.

Break

11:00 a.m. – 12:15 p.m.

Micro Lectures

Arizona 1–3

o Lessons Learned from 40+ Years Lee Patouillet, University of Tennessee, Knoxville

o Bear Down Network, Virtual Alumni Community Melinda Burke, University of Arizona

Upgrading to a New Model: Leveraging Consumer Business Models to Target Alumni Through Entire Life Cycle

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continued

o Diverse Alumni Engagement, Engaging Alumni of Color Sarah Schutt, University of Wisconsin

o Launching our Next Big Membership Drive when everyone else is thinking of eliminating membership Tim Pavish, Washington State

o Gender-based language and identity, Trends of use of pronouns, and discussions on what are our pressures, expectations and responsibilities as alumni professionals Patricia Chau Nguyen, UCLA

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Tuesday, FEBRUARY18 12:15 p.m. – 1:30 p.m.

Lunch:

information technologies.

Desert Garden

Opening Remarks

Speaker: Donna MacPhee, Columbia University 1:30 p.m. – 3:00 p.m.

Arizona 1–3

CAAE Metrics: Census and Salary Data

Since its inception in 1989, CAAE has collected benchmarking data from its membership to provide a basis for empirical, evidence-based assessment. As our prescient founders saw, data is playing an even larger role in alumni engagement and institutional advancement overall. After a brief update on the CASE Alumni Engagement Metrics initiative, CAAE members will help identify refinements to the CAAE Annual Census and Salary Survey. J T. Forbes and Mark Sollis will facilitate discussion on proposed changes to the Census and Survey and gather member feedback on measurement collecting, reporting, and expectations, as well as the ideal state, intended audiences, and most common uses of the data.

Moderator: J T. Forbes, Indiana University Speakers: Marie Earl, Strategy Consultant and Executive Coach Jenny Cooke Smith, Sr. Strategic Consultant, CASE Mark Sollis, Strategist and Creative, D3 Advancement Strategies & Communications 3:00 p.m. – 4:15 p.m.

continued

Arizona 1–3

In this timely session, brand, data and market intelligence experts will share how they leverage data to intimately know and understand the customer, many of whom are our alumni. The good news: soon, alumni organizations and the campuses they serve will benefit from cross-pollinating data intelligence through the likes of Amazon, Google and AARP and others. Wow! Now wouldn’t that be cool!

Introduction: M ark Dickey, Vice President, Executive Engagement, Salesforce

Moderator: J ean Pembleton, Sr. Manager, Industry Solutions, Salesforce

Panelists:

Caila Schwartz, Manager, Strategy a nd Insights for Retail and Consumer Goods, Salesforce

Jono Smith, Director of Digital & Brand Communications, Make-A-Wish America

Jim Wohlever, Sr. Vice President, Customer Experience, Donlen, a Hertz Company

4:30 p.m. – 5:30 p.m.

Private Yoga Class

6:00 p.m. – 7:00 p.m. Palm Grove

Reception

7:00 p.m. Waterfall Court

Dinner:

Higher Education: If Only You Knew Us!

Fitness Center

Opening Remarks

Speaker: Kristi Bohlender, Colorado State University

How Data Science Could Likely Save Higher Education, Alumni Relations and Humanity.

For all intents and purposes, the cure from cancer, world peace, or the eradication of human “isms” will likely come from the educated-graduate minds of the world’s colleges and universities. If only higher education could know alumni like megacommercial and nonprofit brands understand their customers, we would undoubtedly take alumni engagement to new levels. Unlike the mega-brands of modern culture, most colleges and universities are flying by the seat-of-their-pants in terms of data analytics, data science, and associated

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Wednesday, FEBRUARY19

7:30 a.m. – 8:30 a.m.

Breakfast

8:30 a.m. – 9:00 a.m.

11:30 a.m.

Arizona 4

Conference

Wrap up and Adjournment

Arizona 1–3

Speakers: Julie Sina and Duane Wiles

Business Meeting

9:30 a.m. – 10:30 a.m. Arizona 1–3

Hot Topics—Roundtable

Discussion

Facilitators: Julie Sina and Duane Wiles 10:30 a.m. – 11:30 a.m.

Arizona 1–3

Arizona 1–3

So What’s Your Favorite Color?

Successful alumni relations professionals will ask the all-important question: “what data should we collect to understand our graduates better?”

Would it help to know one’s political affiliation, or if they shop at Trader Joe’s versus Aldi? Absolutely!

Better yet, where would it take us if we knew if a graduate owned a shih tzu versus a rottweiler! In brief, data provides insight on a whole range of issues from programming and business development opportunities to engagement strategies and fundraising.

In this timely session, we will speak with three CAAE colleagues who are advocates for elevating the science of alumni relations. During this session we discuss the value and impact of asking the right questions of alumni and getting them to tell us what they need and want from life. By paying attention to data points, we can start to better segment the alumni base on what they truly value and help our institutions stay relevant in the lives of our alumni.

Introduction and Moderator: Ralph Amos, Purdue University Panelists: Julie Sina, UCLA Josh Harraman, Rutgers University Jeff Johnson, Iowa State University

Upcoming CAAE Institutes Winter Institutes Wednesday, February 10 to Friday, February 12, 2021 Estancia La Jolla Hotel & Spa La Jolla, CA

Wednesday, February 9 to Friday, February 11, 2022

Estancia La Jolla Hotel & Spa La Jolla, CA

Summer Sessions

In conjunction with the CASE Summit for Leaders in Advancement

Sunday, July 12 to Tuesday, July 14, 2020

Hilton San Francisco Union Square San Francisco, CA

Sunday, July 11 to Tuesday, 13, 2021

New York Hilton Midtown New York, NY

Sunday, July 17 to Tuesday, July 19, 2022

Fairmont Chicago Millennium Park Chicago, IL

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

CAAE

Fellow Bios Foreman Fellow

Patricia Châu Nguyễn Senior Director of Diversity Programs University of California, Los Angeles For the past ten years, Patricia has served at UCLA in multiple roles in multicultural affairs, and diversity and inclusion work in higher education – ranging from intercultural living and learning communities, multicultural Greek life, summer bridge programs, multicultural centers, and social justice education. Most recently, Patricia served as the first assistant dean of students and founding director of the Asian and Asian American Center at Cornell University.

She has presented at conferences such as the National Conference on Race and Ethnicity in American Higher Education, NASPA Student Affairs Administrators in Higher Education, and ACPA College Student Educator International. Patricia also consults nationally on issues related to interfaith conversations, ethics, meaning-making and intersectionality in practice. She serves as a founding member of Racial Aikido, an affinity-based identity retreat that equips students of color at predominantly white institutions.

Patricia received her Master of Education in higher education and student affairs administration from the University of Vermont, and her Bachelor of Science in cellular and developmental biology from the University of California, Santa Barbara.

Patricia’s experiences working with college students has fueled a commitment and passion to push institutions of higher education to build capacity towards diversity. She hopes to engage all members of the university, including alumni, to build inclusive campus communities.

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Fellow Bios

continued

Tardy Fellow

Katie Sampson Associate Director, Student and Young Alumni Engagement Temple University Katie Sampson has served her alma mater, Temple University, as the Associate Director, Student and Young Alumni Engagement since February 2018. Her responsibilities include creating, developing and implementing unique and relevant events, programs, philanthropic and volunteer opportunities to engage young alumni; and managing the Temple University Young Alumni Association Board. Before joining Temple, Katie served in a variety of roles at Rider University in Lawrenceville, N.J., including the Associate Director of Alumni Relations, Assistant Director of Annual Giving, and Administrative Specialist for the Office of External Affairs. During her time at Rider, she received the 2018 Mazzotti Women’s Leadership Award, 2017 University Advancement - Above and Beyond Award, 2016 University Advancement - Rising Star Award, and 2014 Outstanding Achievement Award.

Katie earned a Bachelor of Music in Vocal Performance from the University of Delaware; Master of Music in Opera Performance from Temple University; and Master of Business Administration in Marketing Management from Wilmington University.

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Fellow Bios

continued

Preo Fellow

Adam G. Sylvain Assistant Director, Career Development The University of Chicago Adam Sylvain joined the University of Chicago as assistant director of career development within the Alumni Engagement & Annual Giving team in June 2018. In that role, Adam plans and facilitates online career development programming for alumni. These programs include career-focused webinars and online networking events designed to engage alumni where they are and help them move forward in their careers.

Adam joined the University of Chicago following two years working in the Cohen Career Center at William & Mary where he completed his M.Ed. in higher education administration. Prior to enrolling at William & Mary, Adam worked as a private school English and Journalism teacher. He earned a Bachelor of Arts degree from George Mason University.

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Speaker Bios Marie Earl Marie Earl’s leadership coaching and strategy consulting practice focuses on building the capacity of individuals and organizations. She helps clients across the globe develop greater competence in managing change and renewal, leading teams, and formulating and executing strategy. Marie is a certified Integral Coach TM through New Ventures West.

In both her coaching and her consulting practice, Marie draws upon over 25 years of leadership and management experience in post-secondary institutions, nonprofit organizations, the US government and the for-profit sectors. She has facilitated strategy development for over a dozen universities and nonprofits.

A recognized leader in alumni relations, Marie has been a frequent faculty member for CASE worldwide. She holds AB and MLA degrees from Stanford University. She is a graduate of the UBC Sauder School of Business Accelerated Leadership program and the Stagen Integral Leadership Program.

Brian Flahaven Brian Flahaven is senior director for advocacy for the Council for Advancement and Support of Education (CASE), the professional association for advancement professionals at all levels who work in alumni relations, communications, and development. Brian directs CASE’s government relations activities and tracks federal and state legislative and regulatory issues of concern to CASE members.

He also oversees CASE’s public college and university foundation programs.

Prior to joining CASE, Brian was the manager of government relations and public policy at the Council on Foundations. He also served as the first Public Policy and Philanthropy Fellow at the Council of Michigan Foundations and worked for former Illinois Lieutenant Governor Corinne Wood.

Brian received his bachelor’s degree in political science, economics and history at the University of Illinois at Urbana-Champaign and his Master of Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan.

In 2016, Brian earned the designation of Certified Association Executive from the American Society of Association Executives. From 2011 to 2016, Brian served as an elected Advisory Neighborhood Commissioner representing the southeastern Capitol Hill neighborhood in Washington DC.

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Speaker Bios continued

Cristin Toutsi Grigos Cristin Toutsi Grigos joined AGB in 2008 and serves as the Director of Public Policy and Strategic Communications. She leads the organization’s public policy and advocacy initiatives and works with external partners to ensure that AGB is positioned as a vital resource on higher education governance. She also leads AGB’s strategic narrative in support of higher education to ensure it is effectively and broadly communicated to members, policymakers, and other stakeholders. Cristin leads the association’s communications and public relations efforts.

Before coming to AGB, Cristin specialized in collaborating with public governing and coordinating boards to enhance board performance and board policies in pursuit of governance best practices and institutional, system or state goals for higher education. Cristin produced resources on public board structures and tracked state and federal policies and legislation affecting institutions and systems of higher education.

Previous experiences include serving as a Governor’s Fellow for Virginia Governor Timothy Kaine in the Office of Commonwealth Preparedness, which included assistance with the Governor’s Campus Safety Conference for colleges and universities that occurred after the mass shooting at Virginia Tech in April 2017. She also worked for Virginia’s Finance Secretariat and the Department of Planning and Budget on state fiscal policies and funding proposals for public colleges and universities in Virginia.

Cristin holds a master degree in higher education from the College of William and Mary.

Baccalaureate degrees in Political Science and Governmental Administration are from Christopher Newport University.

Jenny Cooke Smith Jenny Cooke Smith is a senor strategic consultant for CASE, with a focus on AMAtlas, the global resource for educational advancement-related metrics, benchmarks and analytics. Jenny specializes in analyzing advancement trends, interpreting comparison benchmarks, and helping people understand the “stories behind the data.” In this role, she is responsible for developing and leading facilitated cohort groups to help members better understand advancement outcomes by practice area, thereby informing thought leadership and best practice. Prior to joining CASE, Jenny spent 15 years in a variety of positions within Blackbaud’s Target Analytics, most recently leading donorCentrics™ benchmarking cohorts, which provide opportunities for institutions and organizations globally to review and discuss direct marketing and annual giving trends. During her time in this role, she built and expanded the Higher Education cohort groups, spurred development to analyze the impact of newer initiatives within fundraising, such as giving days, crowdfunding and mid-level giving analysis, and partnered with offices in Canada, the U.K., and Australia to deliver results specific to NGO’s in those fundraising markets. Jenny has also been a CASE volunteer and frequent speaker at CASE conferences.

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Speaker Bios continued

Mark Sollis Mark served for almost five years as the first Associate Vice-President, Alumni at the University of Calgary. Building on leadership roles in planning within various institutions, he led the creation of, and delivered on, the institution’s much-lauded first Alumni Strategy, which set the university as one of the most forward-thinking and performance-driven operations in the field of alumni engagement.

At the University of British Columbia (UBC), Mark served for three years as the project manager for Canada’s leading alumni facility, the $20 million UBC Alumni Centre, while working as the Senior Director, Operations and Planning; and Interim Associate Vice-President Alumni and Executive Director, Alumni Association, for UBC Alumni.

Noted for his considered approach, and his ability to execute with focus, agility, and collegially, his post-secondary experiences also cover media relations; student leadership; finance; major project management; as well as serving as strategic counsel to higher education executives. Mark served on the CASE Commission on Alumni Relations from 2013-16 and the CASE District VIII Board from 201416. A frequent presenter globally, with significant experience with CASE, the Canadian Council for the Advancement of Education (CCAE), and Australian Universities Alumni Professional Group [AUAPG], he has also worked closely with institutions and colleagues across Canada, the US, and Australia in the areas of performance management, planning and organisational development.

Other prior work includes vice-president responsible for university strategy & planning, alumni engagement, communications, and fundraising; leadership roles in two successful major Canadian political campaigns; and serving as a caucus chief of staff, where he was responsible for strategy and campaign planning. He launched his own consultancy in 2018 to focus on performance management, strategy development, and business planning in advancement.

Mark holds a Bachelor of Applied Communications (Journalism) from Mount Royal (Calgary).

Jean Pembleton Jean Pembleton is the Sr. Manager, Industry Solutions at Salesforce.org. In this role she leads Salesforce.org’s Higher Education Advancement strategy. Prior to joining Salesforce, Jean worked in Major and Principal gifts at Stanford University and at The Chicago Symphony Orchestra. She also previously worked in Annual Giving at The University of Chicago. She lives in San Francisco with her husband, Will.

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KEEPING IT REAL

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Speaker Bios continued

Jono Smith Jono Smith is the digital & communications director for Make-A-Wish America, where he is responsible for the organization’s owned and earned media strategy in the U.S. While at Make-AWish, Jono has helped lead the global repositioning of the Make-A-Wish brand, as well as playing a key role in the creation of over $250 million in earned media value through the development of new brand campaigns. Prior to joining Make-A-Wish, Jono held senior marketing roles at Event 360, Network for Good and Ellucian, as well as serving as a Special Assistant for Communications in the Clinton White House. Jono holds a B.A. in English from Loyola Marymount University in Los Angeles.

Caila Schwartz Caila Schwartz is a graduate of Wellesley College and a member of the Consumer Insights & Strategy team at Salesforce since 2014. Her background includes extensive data analysis and storytelling. She focuses on giving brands and retailers a competitive edge by identifying new opportunities based on data-driven evidence. Caila’s work has been featured in Forbes, Washington Post, New York Times, Business Insider, and more.

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KEEPING IT REAL

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Speaker Bios continued

Jim Wohlever Jim Wohlever serves as Senior Vice President of Customer Experience, overseeing the growth and satisfaction of Donlen’s client portfolio. In this role, Jim focuses on fostering a deeper intimacy with our customers and better aligning Donlen’s processes and deliverables to our client’s expectations.

Jim experience includes various senior leadership positions in Marketing and Insurance products at GE over a period of 17 years. After GE, Jim served as President of Young America Corporation, a marketing fulfillment company. Following Young America, he became Ceridian’s Senior Vice President of Enterprise Account Management where he worked with Ceridian’s largest clients to develop programs to improve retention and growth strategies. Just prior to joining Donlen, he served as President and COO of Roadside Protect, a specialty roadside assistance administrator.

Jim holds an MBA in Marketing and Finance from Kellogg GSM, Northwestern University as well as a BS in Marketing from Northern Illinois University.

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KEEPING IT REAL

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Attendees list Attending Members Ralph Amos Purdue University

Brandy Cox Jackson University of Arkansas

Josh Harraman Rutgers University

Jorge Ancona University of California, Riverside

Jeff Davis Mississippi State University

Chuck Harris University of Texas, Austin

Jenifer Andrasko University of Virginia

Susan deMuth Johns Hopkins University

Colin Hennessy University of Chicago

Todd Andrews University of Utah

Doug Dibbert The University of North Carolina

Clothilde Hewlett University of California, Berkeley

Patrick Auerbach University of Southern California

Barbara Dick University of Toronto

Wes Hickman University of South Carolina

Sue Ballard Syracuse University

Jennifer Dillavou University of Illinois

Meredith Johnson University of Georgia

Raphe Beck University of Oregon

Sara DuCuennois Florida International University

Jeff Johnson Iowa State University

Kristi Bohlender Colorado State University

Amy Eichhorst University of Maryland

Erika Jordan University of California, Irvine

Calvin Brown The University of Alabama

Whitney T. Espich Massachusetts Institute of Technology

Heather Junod University of Central Florida

Melinda Burke University of Arizona Reggie Bustinza Northern Illinois University Amy Button Renz Kansas State University Ryan Chreist University of Colorado Boulder Mo Cotton Kelly University of Connecticut

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KEEPING IT REAL

Erin Essak Kopp Ohio University J T. Forbes Indiana University Cindy Fredrick University of Virginia Steve Grafton University of Michigan Steven Hall Boston University

Cynthia Khoo-Robinson University at Buffalo Gabrielle Korn McGill University Curt Langford Texas Tech Paul Lanzone Georgetown University Lisa Lewis University of Minnesota

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Attending Sponsors

Attending Members continued

Balfour

Jeff Wood Henry Lange

Bank of America Todd Grove Annette Maazaoui

Donna MacPhee Columbia University

Jillianne Smith University of Kentucky

Bill McCausland University of South Florida

Amy Spelman Western Illinois Unviersity

Todd McCubbin University of Missouri

Eliza Stasi Temple University

Karen McQuigge McMaster University

Adam Sylvain The University of Chicago

Dan Montoya San Diego State University

Kim Tavares Miami University

Michele Nota University of Rhode Island

John Valva Oregon State University

Lee Patouillet University of Tennessee, Knoxville

Gretchen VanValkenburg Auburn Alumni Association

Tim Pavish Washington State University

Hoopes Wampler University of Pennsylvania

Gohagan & Company

Mike Pede University of Houston

Laura Wayland Northwestern University

Graduate Hotels

Sean Price University of Alberta

Sterly Wilder Duke University

Paul Rucker University of Washington

Duane Wiles University of Tennessee, Knoxville

Katie Sampson Temple University

Christine Wilkinson Arizona State University

Sarah Schutt University of Wisconsin

Howard Wolf Stanford University

Dene Sheheane Georgia Tech

Shelley Zaborowski University of Nebraska

James Smith The Ohio State University

Freedom Financial Network Patrick Devlin Drew Scopelliti

Mercer

Mark Brostowitz Lauren Isaacman

Meyer and Associates Ann Meyer Abdi

GEICO

Karen Burns Rick Franz

Larkin MacDonald Calvin Anderson Heidi Albertson

Graduway

Dan Hillyer Matthew Hancox

Daniel Cohen David Birkinshaw

Liberty Mututal Insurance Isela Flores Theresa Peters

Marts & Lundy Chris Vlahos

Nationwide

Kortnee Campbell Layne Burns Barry Rosen

PCI

Colin Stewart Rex Petrasko

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CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Member Institution List

University of California, Irvine University of California, Los Angeles University of California, Riverside University of California, San Diego University of Central Florida University of Chicago University of Cincinnati University of Colorado Boulder University of Connecticut University of Georgia University of Houston University of Illinois University of Kentucky

Arizona State University

Northwestern University

University of Maryland

Auburn University

Ohio University

University of Michigan

Boston College

Oklahoma State University

University of Minnesota

Boston University

Oregon State University

University of Missouri

Clemson University

Pennsylvania State University

University of Nebraska

Colorado State University

Purdue University

University of Nevada-Las Vegas

Columbia University

Rutgers, The State University of New Jersey

University of Oregon

Duke University

San Diego State University

University of Pennsylvania

Florida International University

Stanford University

University of Rhode Island

Florida State University

Syracuse University

University of South Carolina

Georgia Institute of Technology

Temple University

University of South Florida

Georgetown University

Texas A&M University

University of Southern California

Indiana University

Texas Tech University

University of Southern Mississippi

Iowa State University

The Johns Hopkins University

University of Tennessee at Knoxville

Kansas State University

The Ohio State University

University of Texas

Louisiana State University

The University of Alabama

University of Toronto

Massachusetts Institute of Technology

The University of Arizona

University of Utah

McGill University

The University of North Carolina

University of Virginia

McMaster University

University at Buffalo

University of Virginia

Miami University of Ohio

University College London

University of Washington

Michigan State University

University of Alberta

University of Wisconsin-Madison

Mississippi State University

University of Arkansas

Virginia Tech

North Carolina State University

University of British Columbia

Washington State University

Northern Illinois University

University of California, Berkeley

Western Illinois University

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KEEPING IT REAL

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

• June 2019 – Members begin activating profiles •A ugust 2019 – Working Group formed (Forbes, McCausland, Andrasko + at least two more volunteers) •W inter 2020 – Membership session to review and prioritize data • S ummer 2020 – Working Group reports out

CAAE Member

• T he strategic intent remains: reduce essential data points and not add CASE engagement metrics.

• F or the “Show of Hands” and “Vendor Matrix” tools, everyone was again asked to activate their account at the following address: https://www.pcuad.org/portal/ index.cfm/event/account/org/caae

Topics Discussion July 15, 2019

CAAE board member Susan deMuth commenced the CAAE Topics Discussion at 7:57 a.m.

Report from the Census and Salary Survey Working Group J T. Forbes reiterated that the goals of the project to review the member census and salary survey remain unchanged: Collect and maintain essential data for benchmarking and decision-making; reduce collection and retrieval time; and provide a collaborative, transparent process.

The next courses of action include: moving Evergreen Data to the Institutional Profile section; migrating Affinity Partner/Vendor Data to the more dynamic “Vendor Matrix” tool; and revising the data collected and the collection schedule for the Census and Salary data. Current/next steps include:

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Update on the Bylaws Revision Hoopes Wampler reported that pursuant to the discussions held by the membership at the Winter Institute in Scottsdale, conversations continued between members on the proposed changes to the bylaws.

A further call for comments was published via broadcast to the membership on March 15, 2019, as was a subsequent invitation to an open conference call held on July 9, 2019, in advance of the Summer Sessions.

Any further thoughts, comments or questions should be forwarded to Hoopes, who will bring the topic back to the membership for closure at the 2020 Winter Institute.

CAAE and CASE Update Brett Chambers, VP of Volunteer and Member Engagement at CASE, was invited to bring news from CASE. He provided an overview of activity in CASE’s four pillars of strategic intent, namely Member Engagement, Talent Management, Global Impact and Thought Leadership. Brett invited Fred Weiss, CASE’s Chief Research and Data Officer, to provide an overview of AMAtlas, a global resource for educational advancement-related metrics, benchmarks and analytics.

In terms of CAAE member engagement within CASE, he reported that we have members currently serving on the Board of Trustees, Commissions and in other roles, such as conference faculty and more.

To further augment CAAE’s thought leadership within the CASE landscape, he encouraged participation in a variety of leadership roles, such as on the Board of Trustees, USCanada Regional Council, Commission on Alumni Relations and District Boards and Advisory Groups; and as content experts, such as Conference/Webinar Speaker, Currents/ Books/Whitepaper Author, Awards Judge, Library Resource and Samples, and Awards Submissions.

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

I. Order (Barbara Dick)

CAAE Board President Barbara Dick called the CAAE member meeting to order at 9:01 a.m.

II. Approval of February 20, 2019 minutes

CAAE Member Meeting Minutes July 15, 2019

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KEEPING IT REAL

Minutes from the February 20, 2019 CAAE Business Meeting were provided to all attendees. Upon motion duly made by Mo Cotton Kelly and seconded by Jorge Ancona, the minutes of the February 20, 2019 CAAE Business Meeting were unanimously approved as presented.

III. Committee Reports

• CAAE’s financial position is robust and the Association is poised once again for a strong year of sponsorships.

• Members were introduced to CAAE’s freelance communications specialist, Molly Ritvo, participating in the Summit to become better acquainted with the Association’s mission and its members, and to assist with the compilation of daily summaries.

• The Board approved an upgrade of the Association’s website with the current provider and host, Boomity.

The site design will be refreshed and the platform will be mobile-optimized. While still largely a repository of content and information of relevance to the membership, the upgrade also comes with tools to that will help facilitate member communications and also heighten the profile of the Association.

• Membership currently stands at 85, with the possibility of changes between now and the start of the new fiscal year on September 1. Any changes in leadership of member institutions should be forwarded to Chair Laura Wayland, who will follow-up with an invitation to join.

• Member satisfaction has increased from a net promoter score of 50.88 in 2017 to 74.24 in 2019.

Members state their satisfaction in areas such as networking, sense of community (peers, leaders), “heart,” high level focus on subject matter and camaraderie, collegiality and caring.

• Areas for improvement include new member onboarding, communications between meetings, greater investments in programs/speakers, evidencebased research, online community, metrics and value of the Summer Sessions.

• Any and all member accomplishments—promotions, awards, speaking roles, publications, etc.—should be

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Meeting Minutes continued

forwarded to Laura Wayland for publication in our newsletter.

• The slate of Directors and Officers was presented and approved. Despite efforts to recruit a candidate from a self-governing association, there is no representative from this cohort, this time.

F. Hoopes Wampler University of Pennsylvania President until Aug. 31, 2020 Laura Wayland Northwestern University Vice-President and President-elect until Aug. 31, 2020 Jeff Davis Mississippi State Treasurer, term completion Aug. 31, 2020 Bill McCausland University of South Florida Secretary, term completion Aug. 31, 2020 Gabrielle Korn McGill University Elected Director, term completion Aug. 31, 2022 Matthew Winston Virginia Tech Elected Director, term completion Aug. 31, 2022 Paul Rucker University of Washington Elected Director, term completion Aug. 31, 2020 Julie Sina UCLA Appointed Director, term completion Aug. 31, 2020 Sterly Wilder Duke University Appointed Director, term completion Aug. 31, 2020

KEEPING IT REAL

Donna MacPhee Columbia University Elected Director, term completion Aug. 31, 2020 Jorge E. Ancona University of California Riverside Elected Director, term completion Aug. 31, 2021 Susan deMuth Johns Hopkins University Elected Director, term completion Aug. 31, 2021

SLATE OF OFFICERS AND DIRECTORS

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RETURNING DIRECTORS

Barbara Dick University of Toronto Past-President, term completion Aug. 31, 2020 The Association extended heartfelt thanks and gratitude to Mo Cotton Kelly for her service on the Board. Due to changes in responsibilities, she has had to withdraw from the Board. J T. Forbes’ term has come to an end and his length of service and good work was likewise saluted by the membership. Finally, the membership recognized the commitment, poise and professionalism of retiring President, Barbara Dick. J T. has agreed to continue to serve on the Census and Survey Working Group and Barbara begins her term as Immediate Past President.

Finally, applications for the CAAE Fellowships will be announced following the Summer Sessions.

Encourage your staff to apply. The committee looks favorably upon joint applications from more than one institution.

IV. Meeting Adjournment With no further discussion and upon a motion by Hoopes Wampler, which was properly seconded by Patrick Auerbach, Ms. Dick adjourned the meeting at 9:52 a.m.

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

CAAE Financial Snapshot Council of Alumni Association Executives

5:35 PM

Balance Sheet Prev Year Comparison

01/21/20 Accrual Basis

As of January 31, 2020 Jan 31, 20

Jan 31, 19

$ Change

200,000.00 111,447.78 137,218.31

0.00 311,240.53 130,598.37

200,000.00 -199,792.75 6,619.94

100.0% -64.2% 5.1%

Total Checking/Savings

448,666.09

441,838.90

6,827.19

1.6%

Accounts Receivable Accounts Receivable

55,000.00

40,000.00

15,000.00

37.5%

Total Accounts Receivable

55,000.00

40,000.00

15,000.00

37.5%

Other Current Assets Prepaid Expenses/Deposits

0.00

5,000.00

-5,000.00

-100.0%

Total Other Current Assets

0.00

5,000.00

-5,000.00

-100.0%

Total Current Assets

503,666.09

486,838.90

16,827.19

3.5%

Fixed Assets Accumulated Depreciation Computer Equipment Website

-34,075.13 2,068.88 32,006.25

-34,075.13 2,068.88 32,006.25

0.00 0.00 0.00

0.0% 0.0% 0.0%

0.00

0.00

0.00

0.0%

TOTAL ASSETS

503,666.09

486,838.90

16,827.19

3.5%

LIABILITIES & EQUITY Equity Opening Bal Equity Retained Earnings Net Income

106,488.20 166,745.55 230,432.34

106,488.20 136,180.22 244,170.48

0.00 30,565.33 -13,738.14

0.0% 22.4% -5.6%

503,666.09

486,838.90

16,827.19

3.5%

503,666.09

486,838.90

16,827.19

3.5%

ASSETS Current Assets Checking/Savings Cadence Bank CD Money Market Wachovia

Total Fixed Assets

Total Equity TOTAL LIABILITIES & EQUITY

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KEEPING IT REAL

% Change

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

Title Sponsors

Corporate Sponsors

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KEEPING IT REAL

CAAE WINTER INSTITUTE • FEBRUARY 17–19, 2020

28

Tuesday Breakfast

7:30–8:30 am

7:30–8:30 am

MEN

Wednesday Breakfast DESERT GARDEN

SOUTH FOYER

6:00 pm–7:00 pm

Monday VAQUERO BALLROOM

Terrace Court

Tuesday Lunch

Desert Garden

VAQUERO FOYER

7:00 pm

ARIZONA FOYER

ARROYO

H2Oasis

Reception

ARIZONA BALLROOM

2

1

JACUZZI

Dinner

WOMEN

Arizona Ballroom

Breakfast and Sessions TERRACE COURT

DUNES

BOARDROOMS

WOMEN

MEN

POOL

CABANAS

SWB

noh

FRONT DESK

SONORAN

MEN

WOMEN

MEN

WOMEN

McDOWELL (LOBBY LEVEL)

EXECUTIVE BOARDROOM

ALTO

TOWEL BAR

GROTTO BAR

MEN

SONWAI

PALM GROVE

CONCIERGE

WOMEN

SOLSTICE SHOP

CANYON MARKET

ENTRY COURT

CENTER STAGE BAR

COURT

FOUNTAIN

ADULT POOL

UPPER POOL DECK

6:00 pm–7:00 pm

Tuesday Reception

PARKING GARAGE (VALET ONLY)

E

7:00 pm

WEST FOYER

G

CASITAS WEST

ID BEACH

SLIDE

WATERFALL TERRACE

GONDOLA BOATS

Palm Grove

ARIZONA PATIO

GAINEY HOUSE

LAKE

BR MEN

Tuesday

WOMEN

Waterfall Terrace

LAKE

Monday Dinner

REGENCY CLUB

CASITAS EAST

LAWN COURT

NATIVE AMERICAN LEARNING CENTER (LOBBY LEVEL)

LAGOON

Dinner and Reception

Lunch

12:15–1:30 pm

McCORMICK ROOM (3RD FLOOR)

alumniexecutives.org