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Table of Contents
Porter S. Garner III 1 Welcome/ General Information 2 Conference Leadership 3 Schedule at a Glance 4 Floor Plans 5-16 Program 17-23 Annual Business Meeting 24 2013-14 Board of Directors 25-35 2014 Resource Partners Dear Colleagues, 36-44 2014 Registration List 45 Savoie CEO Award Winner Delivering optimal service to our constituents requires us to 46 Scholarship Winners be both strategic in our focus and open to new ideas. Our 47-48 Notes future success is incumbent upon our ability to learn from best practices and embrace new ideas and technologies. Resource Exchange Materials to share may be dropped off At our DELIVER conference, you will have the opportunity to at the registration desk. learn from the best ideas of your peers, explore innovative solutions from industry partners and be inspired by notable If you are seeking new ideas or ways speakers. In addition, you will expand and strengthen your to improve existing programs, this is the place to share and learn. The professional network, a resource that will remain with you Resource Exchange is a collection of long after our conference concludes. materials developed by fellow CASE colleagues and they’re available for you to peruse at your convenience. On behalf of the District IV Conference Planning Committee, Pick up what looks good and might thank you for joining us for this premier conference. We are be helpful and take it back to your confident you will leave with strategic tools and new ideas to campus. You’ll find printed materials in every imaginable format: deliver results for your organization. magazines, tabloids, newsletters, technology, features, membership, Warm regards, annual reports, president’s reports, student recruitment, fundraising, direct mail appeals, calendars, posters, capital campaigns and much more.
Porter S. Garner III Chair, 2014 CASE District IV DELIVER Conference President and CEO, The Association of Former Students of Texas A&M University
www.caseiv.org facebook.com/casedistrictfour @cased4 1 DELIVER IDEAS. SOLUTIONS. RESULTS. H 2014 Conference Leadership
Conference Chair - Porter S. Garner III, The Association of Former Students of Texas A&M University Conference Program Chair - Mike Pede, University of Houston Conference Operations Chair - Cecilee Herd, The Association of Former Students of Texas A&M University Conference Finance Chair - Derek Bowman, Southern Illinois University Conference Engagement Chair - Sara Furr, Oklahoma State University Program Vice Chair - Graham Stewart, Vanderbilt University Registration Vice Chair - Josh Kee, Southern Arkansas University - Magnolia Operations Vice Chair - Monica Simon, The Association of Former Students of Texas A&M University Marketing & Communications Vice Chair - Chase Carter, Oklahoma State University Registration - JoAnn Lucero, Southwestern University Volunteers - Ginny Jones, Rice University Webmaster/Online Community - Victoria Hughes, Austin College; Brandon Cozart, The Association of Former Students of Texas A&M University Scholarships/Recognition and Graphics Chair - Bruno Ruggiero, Nicholls State University Survey & Evaluations - Jewelette Christopher, University of Texas Health Science Center at Houston Awards Gallery/Recognition Chair - Carrie Phillips, Arkansas Tech University Keynote Speakers - Ben Renberg, Rice University Audio/Visual - Logan Freeman, The Association of Former Students of Texas A&M University 2015 Conference Chair - April Hampton Perez, Southwestern University
Advancement Services Chair - Sophia James, Houston Community College Alumni Relations Chair - Graham Stewart, Vanderbilt University Annual Giving Chair - Heather Green, University of Texas at San Antonio Executives Chair - Frank Holmes, Sam Houston State University Gift Planning Chair - Jan Hopson, University of Texas Major Gifts Chair - Paula Voyles, Oklahoma State University Marketing/Communications Chair - Amanda Booren, San Jacinto College New to the Profession Chair - Bob Denman, University of Arkansas at Little Rock Publications Co-Chairs - Jackie Bartkeiwicz, LSU; John Grubb; LSU Social Media/Web Chair - Ben Alexander, SMU Stewardship/Donor Relations Chair - Charles Bacarisse, Houston Baptist University Student Engagement Chair - Heath Bowman, University of Arkansas
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 2 H IDEAS. SOLUTIONS. RESULTS. DELIVER Schedule at a Glance
9:15 - 10:15 a.m. Saturday, April 12 Conference Sessions 2 - 5 p.m. 10:15 - 10:30 a.m. CASE District IV Board Meeting Break 2 - 6:30 p.m. 10:30 - 11:30 a.m. Conference Registration Conference Sessions 5:30 - 6:30 p.m. 11:45 a.m. - 12:30 p.m. DELIVER the Excitement! - Welcome Reception Lunch and Featured Speaker Sunday, April 13 Robert Wuhl, Actor - Assume the Position! 12:30 - 1:45 p.m. 7:30 a.m. - 6 p.m. DELIVER the Best of the Best! - CASE IV Accolades and Winning Conference Registration Presentations 8:15 - 9:15 a.m. 2 - 3:15 p.m. Continental Breakfast and Introduction to Conference Sessions 2014 Conference Sessions 3:15 - 3:45 p.m. 9:30 - 10:30 a.m. Refreshment Break with Exhibitors Conference Sessions 3:45 - 5 p.m. 10:30 - 10:45 a.m. Conference Sessions Break 5:15 - 5:45 p.m. 10:45 - 11:45 a.m. State Meetings/Service Awards Conference Sessions 6:30 - 8:30 p.m. Noon-1:15 p.m. DELIVER the Fun! - Lucky Strike (separate ticketed event) Lunch and DELIVER Your CASE
1:30 - 2:45 p.m. Tuesday, April 15 Conference Sessions 7:45 a.m. - Noon Conference Registration 2:30 - 4:30 p.m. Senior Leadership Session 8 - 9:15 a.m. CASE IV Business Meeting Breakfast and District Awards 2:45 - 3:15 p.m. Refreshment Break with Exhibitors 9:30 - 10:30 a.m. Conference Sessions 3:15 - 4:30 p.m. Conference Sessions 10:30 - 10:45 a.m. Break 4:45 - 6 p.m. CEO Award Presentation and Featured Speaker 10:45 - 11:45 a.m. Alan Gershenhorn, Conference Sessions Chief Sales, Marketing and Strategy Officer at UPS Noon - 1:30 p.m. 6 - 8 p.m. Closing Lunch and Featured Speaker Carl Lewis, U.S. Olympian DELIVER the Spirit! - Reception with Exhibitors 1:30 - 2 p.m. Monday, April 14 Conference Closing 7:30 a.m. - 5 p.m. Conference Registration
8 - 9 a.m. Breakfast and Featured Speaker Sec. Andrew H. Card Jr., White House Chief of Staff under President George W. Bush
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Second Floor
Third Floor
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 4 H IDEAS. SOLUTIONS. RESULTS. DELIVER Conference Session Schedule
First Steps in Building Your Professional Network | New to the Saturday, April 12 Profession Bob Denman, Vice Chancellor for Advancement, University of 2 - 6:30 p.m. Arkansas at Little Rock You are in a brand new job. You don’t know a lot of folks yet and Conference Registration - Second Floor Lobby know you need to network with new colleagues, after all, you don’t want to ask your new supervisor about everything. You are not alone. Come to this session and walk away with a portfolio of 5:30 - 6:30 p.m. new contacts destined to be professional colleagues.
DELIVER the Excitement! - Welcome Reception 337.AB - Sponsored by: Rice Center for Philanthropy & Ballroom of the Americas Nonprofit Leadership Sponsored by: Rice Center for Philanthropy & Nonprofit Leadership Creative Collaboration Across the Campus | Publications Jewel Hampton, Creative Director, LSU
A case study and tips for engaging the campus community in the Sunday, April 13 creative process to create buy-in and fuel innovation.
7:30 a.m. - 6 p.m. 340.AB - Sponsored by: GradMags
Conference Registration - Second Floor Lobby UH1UP Challenge: The University of Houston and Game Mechanics | Social Media/Web 8:15 - 9:15 a.m. Jessica Brand, University of Houston Continental Breakfast and Introduction to 2014 Conference The UH1UP Challenge scavenger hunt was hosted by the Sessions University of Houston in the fall semester, 2013. It relied on game Ballroom of the Americas - Sponsored by: Nationwide Insurance mechanics to help students find resources for their academic and professional success, learn about the university, and network Session #1 | 9:30 - 10:30 a.m. with their peers. Each of the seven tasks in the challenge was designed to also support strategic goals for the university, What Can CASE ASAP Do For You? Resources for Your such as student success, affinity building, and community Student Advancement Program | Alumni Relations engagement. To play, students would complete tasks and use Kate Ayala, CASE ASAP District IV Representative, their smart phones to submit photos of their activity to an app. University of New Mexico Several tasks had layered components, timing challenges, and off-campus commitments. Despite these hurdles, over 500 CASE ASAP is an international organization supporting and students participated, exceeding the program goal. http://www. enhancing student groups who improve their institutions through uh.edu/uh1up/ tradition, spirit, and fundraising by providing networking, leadership, and program development opportunities. Come learn 335.B about the benefits and services of the program and how your school can become involved. 10:30 - 10:45 a.m. 343.AB - Sponsored by: Merge Break - Third Floor Lobby So You Think You’re Prepared? Crisis Management & Communications in the Real World | Marketing/Communications 10:30 a.m. - 8 p.m. Laura Morris, Associate Vice Chancellor, Marketing & Communications, Lone Star College Exhibitors Available - Ballroom of the Americas
In 2013, two violent campus incidents thrust Lone Star College into the national spotlight. A shooting at LSC-North Harris and a multiple stabbing event at LSC-CyFair. This session covers what worked, what didn’t, lessons learned and the protocols and operating procedures now in place across the Lone Star College System.
336.AB
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Session #2 | 10:45 - 11:45 a.m. What Five U.S. Presidents Taught Me About Websites | Social Media/Web Alumni Engagement Through Affinity Groups | Alumni Relations Ben Alexander, Director of E-Marketing, SMU Mitch Andrews, Executive Director, Advancement and Alumni Engagement, Tyler Junior College The spotlight was on SMU last year for the dedication of the George W. Bush Presidential Center. In this session, we’ll discuss With limited resources dedicated to alumni engagement, many lessons learned from that event that you can apply to online “small shops” find it challenging to identify priorities in order to communication at your institution during high-profile moments -- develop and grow their alumni base. Learn how to utilize affinity whether planned or unplanned. groups as a resource to re-connect former students including aligning efforts with institutional priorities; establishing effective 335.B governance of groups; and, cultivating alumni as donors.
343.AB - Sponsored by: Merge Cultivating your Next Generation of Donors; Strategies for Turning Students into Philanthropists | Student Engagement Government Relations Influence on Marketing and PR | Cassie Alvarado, Director of Development & Alumni Relations, Marketing/Communications University of Texas at Austin Teri Crawford, Vice Chancellor, Marketing, Public Relations, and Government Affairs, San Jacinto College More and more we have to be focused on developing our next generation of donors; this session will focus on creative ways to As state and federal legislators debate about the success of higher utilize your current resources to transform students and young education, marketing and PR are impacted in the messaging. Not alumni into donors. only must we recruit students, but also help shape the image of the College in the eyes of the public and elected officials. San Jacinto 340.AB College developed a marketing campaign that delivers on the key goal of the national student success agenda — completion. Noon - 1:15 p.m.
336.AB Lunch and DELIVER Your CASE Our new presentation format will pack a punch with numerous Fundraising Strategic Roadmap Development: Charting a great ideas in a short amount of time. Each five-minute Successful Journey | Major Gifts presentation will provide one innovative idea after the next. Trent Ricker, Chief Executive Officer, Pursuant Ketchum Ballroom of the Americas - Sponsored by: CINK Acquisition. Conversion. Reactivation. Retention. Why are these terms all separated by a period? For decades fundraisers have thought of these areas of focus as separate initiatives Session #3 | 1:30 - 2:45 p.m. or campaigns due to traditional fundraising practices. What if Prospect Research: A Primer for the Novice Advancement we challenged ourselves to make a dynamic shift in our own Research Professional | Advancement Services fundraising practices to strategically link these initiatives or Patrina Johnson, Director of Advancement Services, Centenary campaigns together by creating a well thought out fundraising College of Louisiana strategic roadmap. Join Trent Ricker as he maps out a transformational approach to developing an organization’s A general overview of the Program and the annual reporting integrated, comprehensive fundraising strategic roadmap. process will be presented by representatives from UT System Attendees will discover how to utilize strategic planning to examine Administration, and representatives from two of the15 UT existing practices of today into integrated practices of tomorrow. institutions will provide the respondent’s perspective on the impact that the Program has had on their endowment 335.B - Sponsored by: GideonStone management operations and success. Total time: 1 Hour (45 minutes presentation; 15 minutes questions and answers). How Do the Professionals Use CASE? | New to the Profession Christian O’Neal, Associate Vice Chancellor for Alumni and 335.C - Sponsored by: Brian Lacy and Associates Development, University of Arkansas at Little Rock; Laura Murray, Associate Vice President for Development and Alumni relations, University of Texas at San Antonio; and Rodney O. Parks, Director of Development, Philander Smith College
CASE is a international organization providing a robust portfolio of advancement services. Hear how alumni, development, and communications professionals in District 4 use their CASE membership to advance their institutional mission.
337.AB - Sponsored by: Rice Center for Philanthropy & Nonprofit Leadership CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 6 H IDEAS. SOLUTIONS. RESULTS. DELIVER Conference Session Schedule
Session #3 | 1:30 - 2:45 p.m. (Continued) No Photoshop Required: Being the Face of Your Institution on Social Media | Social Media/Web Alumni Relations – Back to the Basics; Tried and True Methods Todd Clark, Director of Creative Media, Arkansas State University That Work | Alumni Relations Connie Cochran, Director of Alumni Relations, Texas Southern Social media can be a great tool to establish a face to a “faceless University organization,” but in higher education, we’re anything but. From faculty members to the parking police, students have This session will discuss tried and true methods that work for daily interactions with people who shape their perception of our alumni relations professionals wanting to engage their alumni. institutions. Learn how we use social media at Arkansas State to The audience will be asked to participate and share best practices. drive home our values and shape the way that students, alumni and community members interact with A-State. 343.AB - Sponsored by: Merge 335.B
Integrating Estate Gifts into Planning | Gift Planning Students Hooked on Texas: Cross-Campus Strategies for Eddie Thompson, Founder and CEO, Thompson & Associates Student Engagement and Giving | Student Engagement Julie Lucas, Asst. Director of Development in Annual Giving This presentation will suggest ways to integrate estate gifts to and Student Affairs, University of Texas at Austin; and Krystyna charity as part of the estate planning process. We will examine Davenport Brown, Director of Development in Student Affairs, current trends in charitable estate planning as well as the types University of Texas at Austin of donors who make these amazing gifts. We will review the three important questions donors ask and answer before they make an An understanding for building an innovative cross divisional estate gift to charity and discover how these questions impact relationship between the Offices of Development and Student the planning process. A number of estate plans will be reviewed Affairs, by examining the history of the UT Students Hooked on to reveal the results of an integrated planning process. Texas from its inception to current day status, which was forged to bring a deeper experience of student philanthropy to the 335.A - Sponsored by: Thompson & Associates student body. 339.AB Getting in the Door | Major Gifts Evan Morgan, Director of Development, Major Gifts, Rice Executive Track Session | 2:30 - 4:30 p.m. University; and Ginny Jones, Associate Director of Development, Major Gifts, Rice University DELIVER the Future of Higher Education through Alumni Engagement Are you a new frontline fundraising officer or want to be Moderator: Frank R. Holmes, Vice President for University one? Wondering how you’ll hit your monthly visit quotas? By Advancement, Sam Houston State University attending this session you’ll learn about developing a systematic Panelists: Dr. Eddie J. Davis, President, Texas A&M Foundation; process for securing your meeting, preparing for your visit C. Richard McKelvey, Vice President for University Relations, and implementing relevant follow-up. This session is geared Southwestern University (Georgetown); Dr. Paula M. Short, towards newer frontline fundraisers who are building their skills in University of Houston System Senior Vice Chancellor, University leadership, annual fund, and major gift solicitations. Bonus: Share of Houston Provost; and Loren Taylor, President & CEO, your specific challenges and get advice from the presenters and University of Illinois Alumni Association fellow fundraisers. This session will focus on the increasing need to engage alumni 340.AB - Sponsored by: GideonStone in meaningful ways and to attract philanthropic support for higher education. This is especially relevant as institution are being held One Story, Multiple Venues: Making Your Magazine Content Do to higher standards of accountability even as their support shifts More | Publications from public to private in terms of budget resources. Frannie Schneider, Editor, St. Edward’s University; and Kate Hahn, Marketing Services Manager, St. Edward’s University Grand Ballroom J and K (fourth floor - not on floor plan) - Sponsored by: Pursuant Let’s face it; we’re working in a time when every penny spent needs to be justified. So make your stories work for your university over and over again. Make the case for freelance and staff resources by showing that your magazine has a life well beyond, well, your magazine. If your publication is a true reflection of your university’s vision and values, don’t you want the stories that fill its pages to live forever?
337.AB - Sponsored by: GradMags
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2:45 - 3:15 p.m. Gift Officer Accountability: Where to Start? | Major Gifts Tony Smercina, Executive Vice President, Pursuant Ketchum Refreshment Break with Exhibitors Ballroom of the Americas Exhibit Area A good understanding of an organization’s vision and the skill to effectively communicate that vision must be balanced with individual gift officer metrics that ensure results. But too often, Session #4 | 3:15 - 4:30 p.m. major gift officer programs have no accountability. Their major giving goals are either arbitrarily set by the CFO, or they appear Endowment Compliance is a Win-Win: Happy Donors and disconnected from the philanthropic potential of the donor base. Effective Use of Your Available Resources | Advancement Services 340.AB - Sponsored by: GideonStone Randy Okumura, Endowment Compliance Coordinator, University of Texas System; Charlotte Hambrick, Director of Endowment Building Brand Through Utility | Marketing/Communications Compliance and Development Operations, University of Texas Mark Rudkin, Executive Director of Marketing, Rice University System; Jamie Cantara, Director of Endowment Services and Compliance, University of Texas at Austin; and Lydia Aleman, A presentation/discussion on changing the philosophy of Associate Vice President for University Advancement, University branding at the Jones School at Rice University. In the last 3 of Texas-Pan American years, incremental steps have shown results in building brand through balancing the value of message with positioning of Since its inception in 2001, The University of Texas System-wide brand. The results have been a more effective website with higher Endowment Compliance Program has evolved into a model for usability, a rebranding of the alumni magazine, and a steady strengthening stewardship; ensuring compliance with endowment increase in growth in social media. agreements, laws and policies; increasing effective use of available resources; and improving reporting to donors and UT 336.AB System leadership. The Program requires that all endowments (10,651 valued at $6.2 billion as of 8/31/2012) be reviewed So What the Heck is Advancement? | New to the Profession and reported on at least every three years, via an Endowment Brett Chambers, Executive Director of Volunteer Relations, CASE Compliance Report that contains data on operating account John Lippincott, President, CASE balances and excessive accumulations, expenditures, donor reporting, and staff training. The Endowment Compliance Report What is university or college advancement and why are alumni, is submitted annually by each of the UT System’s nine academic development and communications functions generally lumped and six health institutions. Following evaluation by UT System together? How do these units work together and for what Administration endowment compliance personnel, results are purpose? Get the big picture from one of the nation’s leading reported to UT System leadership and the UT System Board experts. of Regents, and a report of findings and recommendations is issued to the President of each institution. The comprehensive 337.AB - Sponsored by: Rice Center for Philanthropy & nature of the UT System-wide Endowment Compliance Program Nonprofit Leadership is unique among institutions of higher education in the nation today. In 2008, the Program received an Award of Excellence Fostering Student-Alumni Connections at a Commuter in Outstanding Advancement Services Initiative from CASE, Institution | Student Engagement Southwest District IV, and in 2013, a Silver Award in Overall Liza Alonzo, Assistant Dean of Students, University of Houston- Operations was received from CASE. Downtown; and Jaha Williams, Director of Individual Giving, University of Houston-Downtown 335.C - Sponsored by: Brian Lacy and Associates This session is designed for advancement and alumni relations professionals seeking to establish a longstanding tradition and Direct Marketing: Leverage Resources, Increase Performance build lasting relationships with graduating students or new | Annual Giving alumni. Universities who service traditional and non-traditional Meredith Blair, Executive Director of Regional Advancement and students are encouraged to attend. This session will help Annual Giving, University of California, San Diego any university build a celebratory segue for students who are transitioning to new alumni, by defining and establishing the new Resources are always limited—both financial resources and relationship between graduates and the institution. Participants personnel resources. Direct mail can stretch the bandwidth of will leave this session with strategies on developing alumni both! This session will be a “feet on the ground” perspective for relations with current students, understanding the importance how to leverage your budget, the information in your database, of the final interactions with students and first impressions of and your staff’s time and include tips and suggestions for how to existing alumni groups, and conceptualizing the intricate roles increase the performance of your direct marketing campaigns. student services, alumni relations, and development offices play in fundraising. 339.AB - Sponsored by: RuffaloCODY 335.A
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 8 H IDEAS. SOLUTIONS. RESULTS. DELIVER Conference Session Schedule
4:45 - 6 p.m. Monday, April 14 CEO Award Presentation and Evening Featured Speaker 7:30 a.m. - 5 p.m. Conference Registration Alan Gershenhorn is the chief sales, Second Floor Lobby marketing and strategy officer for UPS, the world’s largest package delivery company and global leader in supply chain 7:30 a.m. - 6 p.m. and freight services. Alan began his UPS career more than 30 years ago working Exhibitors Available nights while earning his BBA at the Ballroom of the Americas University of Houston. Alan is a member of the World Business Council on Sustainable Development, board director of The UPS Foundation and served as a delegate to the 8 - 9 a.m. World Economic Forum in 2007, 2008 and 2012. Breakfast and Featured Speaker Ballroom of the Americas - Sponsored by: Pursuant Andrew H. Card Jr., the second longest tenured White House chief of staff, has 6 - 8 p.m. served in senior government roles under three U.S. Presidents and is currently DELIVER the Spirit! - Reception with Exhibitors executive director in the office of the Our 2014 conference is the perfect time to celebrate what’s fun provost at Texas A&M University. Prior and unique about your institution! Wear your school colors and to his current responsibilities, Card, join us for Spirit Night with our DELIVER conference exhibitors. appointed in November 2000, served as chief of staff to President George W. Bush Ballroom of the Americas - Sponsored by: Abila from January 2001 to April 2006. In this capacity, he coordinated the priorities of the administration’s agenda, the development ANYTHING IS POSSIBLE of policies, and appointments of cabinet secretaries and senior officials throughout the government. On September 11, 2001, WHEN WE MOVE Card is the one who whispered in President Bush’s ear while the FORWARD TOGETHER. President was sitting in a classroom in Florida, that terrorists had attacked the United States.
Ballroom of the Americas
Session #5 | 9:15 - 10:15 a.m.
School Wide Advancement Structures | Advancement Imagine instantly creating and deploying Services your most effective fundraising and event Michael Larson, Director of Advancement, The Fay School ideas in a matter of minutes. Whether they are large or small, many schools suffer from a Speak with a fundraising expert at booth lack of consistent front line communication and relationship #219 to learn how advancement building. The Fay School has assembled an Advancement Team professionals use Abila Millennium to that extends well beyond the Advancement Office into all non- reach more donors, increase fund instructional areas to ensure families have a positive experience. potential and enhance their institution’s Come see how the team is structured, managed, and developed. mission. 335.C - Sponsored by: Brian Lacy and Associates How do you inspire possibility?
Abila MIP Fund Accounting | Fundraising 50 | Fundraising Online | Grant Management | Millennium netFORUM with A-Score™
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Session #5 | 9:15 - 10:15 a.m. (Continued)
Using the Alumni Attitude Survey and NPS for Success | Alumni Relations Graham Stewart, Associate Vice Chancellor for Alumni Relations, Vanderbilt University; and Rob Shoss, President, Alumni Attitude Survey
Make the case to alumni and your campus partners about the relevance and importance of your alumni programs through the use of surveys.
343.AB - Sponsored by: Merge
Don’t Be Scared of E-communication! | Annual Giving Caroline Parrack, Annual Fund Coordinator, The Hockaday School In the Nation, Do you ever wonder how you could use electronic communication to reach out to your donors? This session will enthusiasm demonstrate fresh and creative perspectives of how schools are doing just that! It is a great way to engage young alumni as well as your entire community without having to pay postage fees. is rewarded. 339.AB - Sponsored by: RuffaloCODY
NO FEAR – Taking the Mystery out of Incorporating Planned Members get an exclusive auto Giving into Your Major Gift Conversations | Gift Planning insurance discount. Robert Buchheit, Executive Director – Gift Planning, University of North Texas; and David Broughton, Director of Development, College of Business, University of North Texas
Taking the mystery out of incorporating planned giving into your major gift discussions.
335.A - Sponsored by: Thompson & Associates
Actively Managing Gift Officers to Drive Success | Major Gifts Brooks Hull, Vice President for Institutional Advancement, Austin College; and Andy Reeher, President & CEO, Reeher LLC
Research shows that major gift officers are supporting oversized portfolios crowded by prospects that are not of high value or are already consistently giving to the institution. In addition, officers are missing key targets when it comes to contacts, visits, and generating proposals with major gift prospects. Major gift programs can get more out of their officers – as long as they’re focusing on the right prospects and metrics. Learn how Austin College is doing just that by actively managing gift officers including tracking key metrics to deliver tangible results. This session will include a first-hand view of how Austin College uses the Reeher Platform to track and leverage key metrics in delivering results, including portfolio size, high value and evergreen prospects, quantity of visits and number of proposals submitted.
340.AB - Sponsored by: GideonStone
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CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 10 H IDEAS. SOLUTIONS. RESULTS. DELIVER Conference Session Schedule
Session #5 | 9:15 - 10:15 a.m. (Continued) From Initial Engagement to Full Partnership, Inspiring Your Alumni | Alumni Relations Special Events Publications: Keepsakes of Historical Jim Bob Womack, Director of Alumni Relations, St. Mark’s School Knowledge, Achievements and Recognition | Marketing/ of Texas; and Scott Jolly, Director of Individual Giving, St. Mark’s Communications School of Texas Rachel Emanuel, Director of Communications and Development Support, Southern University Law Center Discuss best practices regarding strategic outreach with Alumni from the moment they graduate through every life stage. Learn Publications can be valuable historical keepsakes. The how St. Mark’s uses transformational engagement to inspire communications office of Southern University Law Center Alumni to partner with and lead the School. (SULC) has been extending the life of many robust, invigorating, stimulating Law Center special events with publications that 343.AB - Sponsored by: Merge enlighten, engage, and encourage the audiences and others who read them. These publications provide constituents with years of enjoyment and are references for scholarly articles, other From Size 7 to 7 Figures | Gift Planning publications, and even documentaries. Lance Ortiz, Associate Vice President for Institutional Advancement, West Texas A&M University; and Donna 336.AB Makkhavane, Special Events and Marketing Coordinator, West Texas A&M University
Best Practices for Alumni Website and Social Media | Social Turning a planned gift into a learning and interactive educational Media/Web event for potential planned giving donors: This is the story of Mike Smith, Webmaster, The Association of Former Students at Lily Jack “Jackie” Mercer and how her size 7 shoes turned into Texas A&M University; and Brandon Cozart, Web Designer, The a 7 figure planned gift and helped educate donors about their Association of Former Students of Texas A&M University planned giving opportunities. Lily Jack “Jackie” Mercer was a longtime farmer, rancher, school teacher and librarian who How do you reach alumni? Not everyone hangs out at the same passed away at the age of 90 in August 2012. Jackie left her place, neither in real life or online. How do you drive them to entire estate to the West Texas A&M University Foundation, your organization’s website? This session will explore how social included in the estate were acres of farmland, the family home media can help engage alumni and steer them to your content and its complete contents, consisting of antique furniture, that will keep them involved and informed. We will discuss vintage jewelry, sterling silver flatware and serving pieces, several strategies we’ve tried that worked (and didn’t work) and share designer handbags and numerous pairs of designer shoes. While with you what we learned in the process. the estate presented its challenges it also presented a learning opportunity for potential planned giving donors to interact 335.B through a silent auction and learn how they too could leave a lasting legacy. 10:15 - 10:30 a.m. 335.A - Sponsored by: Thompson & Associates
Break Third Floor Lobby The University President and Major Gifts: How Do We Equip Our Academic Leaders to Fulfill the Fundraising Role? | Major Gifts Session #6 | 10:30 - 11:30 a.m. Greeley Myers, Major Gifts Officer, Trinity University
Make Your Data Pay | Advancement Services This session will explore will the challenge that university Sheridan Joslin, Senior Consultant, Dini Spheris; and Deborah presidents and academic leaders face while addressing their Ballard, Consultant, Dini Spheris fundraising role. The problem being examined in this session is relevant many of our universities and institutions face numerous Screenings and prospect profiles are important tools for gift funding challenges; an increased dependence on tuition revenue, officers, but only if interpretation is accurate and leads to action. an increase in financial aid being distributed which is taxing the In this session, learn simple and practical ways to help gift existing endowment universities and alarmingly low alumni giving officers turn qualitative and quantitative prospect information into rates. Research will focus on successful leadership behaviors actionable, strategic next steps and ultimately increased giving. and fundraising practices of effective university presidents that You work hard on that data. Make it pay. will be guided by the following question; what leadership traits, characteristics, and behaviors are necessary for a university 335.C - Sponsored by: Brian Lacy and Associates president to find success in their fundraising role?
340.AB - Sponsored by: GideonStone
www.caseiv.org facebook.com/casedistrictfour @cased4 11 DELIVER IDEAS. SOLUTIONS. RESULTS. H Conference Session Schedule
Session #6 | 10:30 - 11:30 a.m. (Continued) 11:45 a.m. - 12:30 p.m.
Unexpected Communications; It Doesn’t Have to Be a Crisis | Lunch and Featured Speaker Marketing/Communications Kathryn Greenwade, Vice President, Communications and Robert Wuhl has performed as an actor, Human Resources, The Association of Former Students of Texas writer, producer and director, but he refers A&M University to himself as one thing - a storyteller. Wuhl was the creator and star of ARLI$$, one You can plan for the unexpected! This session will explore the of the longest-running original series in unexpected and sometimes unpleasant communications alumni HBO history. He has also been critically associations must deliver to constituents, while trying to maintain praised for this work in films such as “Bull confidence in their organization and university. We will share Durham,” “Batman,” “Good Morning best practices from organizations that have weathered natural Vietnam,” “Mistress,” “Blaze” and “Cobb.” disasters, public leadership changes and campus tragedies. In March 2013, Wuhl’s new play “Hit-Lit” had its world premiere Feedback from those who have lived through the unexpected at Queens Theatre after being developed at the University of and tragic – including tactics that worked and tactics that Houston. backfired – along with a workable communications template will help participants be better prepared to face the unexpected and Ballroom of the Americas communicate in tense times with calm and confidence.
336.AB 12:30 - 1:45 p.m.
Stewardship from the Ground Up: Strategies for Creating an DELIVER the Best of the Best! - CASE IV Accolades and Infrastructure that Connects Donors to the Impact of their Winning Presentations Gifts | Stewardship/Donor Relations The CASE District IV Accolades Awards Program annually Michelle Buhr, Director of Stewardship, University of Houston recognizes the outstanding efforts of advancement professionals throughout District IV. Join us to celebrate the outstanding work Successful donor stewardship is critical to retaining donors at all of our peers delivering ideas, solutions and results. levels and its importance increases exponentially when planning for a campaign or when your organization is facing a challenge. Throughout the conference, be sure to stop by the CASE Awards This session covers strategies for segmenting donors based Gallery to view the winning work from the CASE Accolades on who they are and what they care about, as well as ideas for competition. The top work in each category will be on display in stewardship strategies that effectively connect donors to the the Ballroom of the America’s during the conference. impact of their giving. Ballroom of the Americas 337.AB Session #7 | 2 - 3:15 p.m. Cultivating Millennials: How to Engage the New Generation Strategic Tools for Alumni & Donor Groups | Advancement of Alumni, Strategies to Get Them Involved and Ways to Services Encourage Giving | Student Engagement John O’Dell, Chairman & CEO, Connections Intelligence Felicia Lewis, Annual Fund Manager, Prairie View A&M University Farhang Niroomand, Dean, University of Houston-Victoria School of Business Participants will explore ways to maximize relationships with this new generation, learn how to solicit gifts and uncover ways Cink’s contact database & mapping software generates better to effectively get them engaged and stay involved. Engaging connection among alumni, puts development officers and alumni students is the first step in the donor pipeline, therefore creating leaders in a position to visually see where alumni & donors are an appealing student philanthropy program should be at the located, and creates a visual impact on viewers of the Cink Maps forefront of all development initiatives. Participants will also gain who instantly understand how many alumni and/or donors are insight on how to build a new student philanthropy program with near their location. a small budget. Best practices from other student philanthropy programs will also be reviewed. Designed for advancement 335.C - Sponsored by: Brian Lacy and Associates professionals, student advisers and student leaders who are creating a newly developed student philanthropy program. Building Tradition, No Athletics Required | Alumni Relations Leah Looten, Director, Alumni & Donor Relations, University of Dallas 335.B Like many institutions, the University of Dallas is building the spirit of support without the assistance of a strong athletics program. Learn about UD’s strategies, struggles, and successes 343.AB - Sponsored by: Merge
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 12 H IDEAS. SOLUTIONS. RESULTS. DELIVER Conference Session Schedule
Session #7 | 2 - 3:15 p.m. (Continued) Maroon Coats: Growing an Engaged Student Base for Donor Cultivation and Stewardship | Student Engagement Mine’s Better Than Yours | Annual Giving Shannon Zwernemann, Donor Relations Specialist, Texas A&M Amy New, Assistant Vice President of Alumni Relations and University; and Texas A&M University students Cameron Blizzard, Development, Trinity University Layeeka Ismail, Sarah Jane Moerbe and Ben Riner
When Amy made the transition from large public research The aspiration to serve Texas A&M, the desire to build universities to the small, private liberal arts environment, many relationships with generous alumni, and the great respect earned of her peers asked about differences between the two. What by our members makes the Maroon Coats extremely competitive. can large public learn from small privates, and vice versa? This Last year, seventeen new members were selected from an presentation is a summary of the conversations and offers applicant pool of over two hundred Aggie student leaders. The tangible take-ways for both. Maroon Coats have been very successful in building relationships with and providing unique student perspectives to donors. This 339.AB - Sponsored by: RuffaloCODY year, in an attempt further fulfill the purpose of the organization, the Maroon Coats are attempting to elevate awareness of the Texas A&M Foundation by hosting a conference designed to Launching a $1B Campaign | Major Gifts assist student organizations interested in creating endowments. Eloise Stuhr, Vice President for Institution Advancement, University of Houston; and Rebecca Gentry, Executive Director, 335.A Campaign Strategic Initiatives, University of Houston
Learn how to prepare for a mega-campaign from every angle: 3:15 - 3:45 p.m. architecture and planning, timeline, feasibility study, volunteer structure, working with academic leadership and more. The Refreshment Break with Exhibitors University of Houston will share its update as part of this Ballroom of the Americas Exhibit Area presentation. Sponsored by: Reeher LLC 340.AB - Sponsored by: GideonStone
Unlocking Your Storytelling Toolbox | Marketing/Communications Session #8 | 3:45 - 5 p.m. Mike Emery, Senior Media Relations Representative, University of Houston; and Mike Garrity, Media Consultant, University of Houston Advancement Services: Organize, Manage and Disseminate | Advancement Services Telling a university’s story goes beyond good writing. In today’s Sophia James, Director of Advancement Services, Houston multimedia landscape, an institution’s communications team Community College must think outside of the box … or its storytelling toolbox. Not every university story can be fully communicated with an article Find out how the Advancement Services impacts all areas of or press release. Audio, video, photos and video can complement Advancement. From managing constituents, managing/tracking and enhance an institution’s narratives. This presentation will scholarships, donation reporting, proposal pipelines, and explore how communicators can capitalize on tools they already communication/social media analytics and formed policies and have in their hands (iPhones, iPads) and create compelling stories. procedures for just about everything. This session will examine the key role advancement services plays in the fundraising process 336.AB from the initial research of a donor to the awarding of scholarship funds. Creative Connections: When Students Say Thank You | Stewardship/Donor Relations 335.C - Sponsored by: Brian Lacy and Associates April Moreton, Director of Development, John Brown University Up Yours: Increasing Faculty and Staff Giving | Alumni Relations This seminar will focus on the cultivation and stewardship Becky Stogner, Director of Alumni Relations & Annual Giving, success at John Brown University, specifically as a result of West Texas A&M University; and Ann Underwood, Director for creative engagement in the donor life cycle. Marketing and Communications, West Texas A&M University
337.AB What worked and what didn’t when WTAMU took on a faculty and staff giving initiative four years ago – and increased giving from 18% to more than 60% in the first year.
343.AB - Sponsored by: Merge
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Session #8 | 3:45 - 5 p.m. (Continued) Beyond the Basics: Using Video to Enhance Your Message | Marketing/Communications Brent Passmore, Director of Communication Services, Eastern Launching a Crowdfunding Program | Annual Giving New Mexico University; and Carrie Phillips, Director of New Heather Green, Director, Development Communications, Media, Arkansas Tech University University of Texas at San Antonio; Greg Cortez, Director of Data Services, University of Texas at San Antonio; and Megan Miller, In this rapid-fire session, Carrie and Brent will share more than Annual Giving Coordinator, University of Texas at San Antonio 20 different types of videos to boost your marketing message and grow your university’s video presence. Bring your own ideas It is a familiar scenario: Your boss returns from a conference to share and leave with several new ones to enhance your video inspired and says, “We should do THIS…now!” For the team strategy, regardless of your production budget. at the University of Texas at San Antonio, the THIS idea was crowdfunding. After the initial panic subsided, the team quickly 336.AB saw how this “bleeding edge” technology could be a great tool to add to our Annual Giving toolbox to address some fundraising challenges. This session will be a case study of how the team Social Media Engagement | Social Media/Web moved from inspiration to Launch UTSA in six months. We’ll Austin Price, TCU Athletics Social Media Specialist, Texas review our process of assessment, selecting a vendor and Christian University initiating projects, and offer some tips to consider when you’re contemplating adding crowdfunding to your program. In this session I plan on defining engagement in a social realm and explaining ways to engage with your students and alumni. I 339.AB - Sponsored by: RuffaloCODY will also give examples of engagement fails and wins.
335.B Getting to First Base in Planned Giving: Marketing Estate Planning for Every Nonprofit | Gift Planning Marcia Inger Navrátil, Director of Gift Planning, University of 5:15 - 5:45 p.m. Texas at Austin State Meetings/Service Awards Arkansas - 335.C Charities of every size should focus at least some of their efforts Louisiana - 336.AB on promoting planned gifts, but many charities don’t know where New Mexico - 339.AB to begin. This session will explore the various ways to market Oklahoma - 335.A planned gifts to potential donors, and which methods might make Texas - 335.B the most sense for your particular non-profit.
335.A - Sponsored by: Thompson & Associates 6:30 - 8:30 p.m.
DELIVER the Fun! - Lucky Strike You Get What You Measure: How Metrics and Evaluation Join us for a night of fun and camaraderie at Lucky Strike for Drive Fundraising Productivity and Organizational Culture | bowling, karaoke, pool, Wii and heavy hors d’oeuvres. Get Major Gifts your bowling groups ready with yourself and nine of your CASE Paula Voyles, Interim Senior Associate Vice President of mates. Each group of 10 will bowl five frames and wear cool, Constituency Programs, Oklahoma State University; and David color-coded wristbands to identify your team. A Lucky Strike Loyless, Assistant Vice President of Major Gifts, Rice University representative will announce when it’s time for your group to bowl. Bowling shoes will be provided, but remember to bring This session will cover the power of metric analysis and the your own socks. However, if you forget to bring them, socks are use of a portfolio driven prospect system to impact fundraising available for purchase at Lucky Strike for $3.50 a pair. performance and organizational culture. From measuring fundraiser activity, such as prospect contacts and proposal submissions, While you wait for your teams turn to bowl, sign up and choose to performance evaluations and production tracking, there are your favorite song for karaoke. This is your time to shine and a multitude of indicators that help determine the health of a be your desired musical artist. A Lucky Strike representative will development operation. What data points we use to measure, and announce when it’s time for you to sing your heart out. Pool and how we evaluate them, can shape the success of our fundraising Wii are also available on a first-come, first-served basis. efforts as well as the behavior and attitudes of our team. Create a culture of collaboration and productivity thereby transforming your Lucky Strike is approximately three blocks from Hilton Americas. development program by being more thoughtful and deliberate with Maps to Lucky Strike are available at the CASE registration desk your analysis. on the second floor.
340.AB - Sponsored by: GideonStone Sponsored by: LibertyMutual
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 14 H IDEAS. SOLUTIONS. RESULTS. DELIVER Conference Session Schedule
Experiential Stewardship: DELIVER What Your Donors Crave | Tuesday, April 15 Stewardship/Donor Relations Keturi Beatty, Senior Director of Development, University of North Texas 7:45 a.m. - Noon Set aside the complex matrixes and standard form letters and Conference Registration take a moment refocus. Is your institution DELIVERing what Second Floor Lobby your donors crave? Are you celebrating the joy of giving with your donors? This session takes an experiential approach to stewardship and will explore various strategies and examples to 7:30 a.m. - 2 p.m. refresh your institution’s donor relations plan.
Exhibitors Available 337.AB Ballroom of the Americas 10:30 - 10:45 a.m. 8 - 9:15 a.m. Break CASE IV Business Meeting Breakfast and District Awards Third Floor Lobby Ballroom of the Americas
Sponsored by: Blackbaud Session #10 | 10:45 - 11:45 a.m.
Prospect Management: Process Tune-Up Leads to Better Session #9 | 9:30 - 10:30 a.m. Reports, Better Tracking and More Gifts | Advancement Services Featured Speaker Cynthia Bowen, Prospect Researcher, Houston Community College
John Hill is the higher education evangelist A change in leadership sparks an opportunity to re-visit prospect for LinkedIn. Hill speaks internationally to management and adapt it to provide better reports, to better higher education professionals, students track gifts and ultimately bring in more money. and alumni on how to utilize social media effectively. He’s given more than 500 335.C - Sponsored by: Brian Lacy and Associates presentations over the past four years on social media’s impact on the job search, networking and personal branding. Prior Alumni Databases: Keeping Them Up-To-Date in Virtual to joining LinkedIn, Hill was the director Real-Time | Alumni Relations of alumni career services and internship developer at Michigan Matt Manning, President, Information Evolution State University. He also worked as associate editor/online editor for Athlon Sports and market development manager for Gannett. Databases of alumni contact data can age poorly leaving institutions with inefficient ways to reach their graduates. By Ballroom of the Americas using crowdsourcing and database management tools it is possible to append a wide variety of critical contact information: LinkedIn profiles; Twitter handles; Facebook pages; current To Certify or Not Certify? – Keys to Building Credibility | Major Gifts addresses; email addresses; home addresses; business Tim Bynum, Senior Development Officer, West Texas A&M University addresses; job titles; and more. Find our what the current best practices are from a firm that specializes in these types of In this session we’ll discuss ways development professionals projects. can build credibility in the eyes of high value, highly successful prospective donors. We’ll also explore the process of obtaining 343.AB - Sponsored by: Merge the CRFE credential.
340.AB Sponsored by: GideonStone Annual Giving: The Foundation for All Philanthropic Support | Annual Giving Paul Onuzuruike, MPA, CFRM, Director of Annual Giving, Oh No, I’m All Out of Creative Juice! | Publications University of Louisiana at Monroe Chuck Sanchez, Owner & Creative Director, STUN Design & Interactive A well-defined, comprehensive annual giving program is the How in the heck can you stay creative when all you do is create, gateway for all charitable support. create, create? I will present you with a few ways to keep the creative juices flowing and how to locate sources of inspiration 339.AB - Sponsored by: RuffaloCODY when you feel like the well has run dry.
335.A - Sponsored by: GradMags
www.caseiv.org facebook.com/casedistrictfour @cased4 15 DELIVER IDEAS. SOLUTIONS. RESULTS. H Conference Session Schedule
Session #10 | 10:45 - 11:45 a.m. (Continued) Partners in Major Gift Stewardship: It Takes a Village | Stewardship/Donor Relations Gift Planning: The Marriage of Major Giving and Planned Fernando Yarrito, Executive Director, Development, UT MD Giving | Gift Planning Anderson Cancer Center; Stephanie Young, Associate Vice Kevin Pickett, Senior Director, University of Texas MD Anderson President for Development, UT MD Anderson Cancer Center; and Cancer Center Lisa Doyle, Senior Associate Director, Constituency Relations and Stewardship, UT MD Anderson Cancer Center
This session will discuss uses of donor centered gift planning At The University of Texas MD Anderson Cancer Center’s giving strategies for both current and deferred major gifts. How to Development Office, major gift officers work side by side with initiate gift planning conversations, overcoming donor objections, the Constituency Relations and Stewardship (CRS) team to and review of most commonly used strategies and when best to achieve ambitious philanthropic goals year after year. Over use them will be covered. the past 13 years, in partnership with field officers, faculty and administration, the CRS team has developed a solid major gift 335.A - Sponsored by: Thompson & Associates faculty stewardship program. Through policy development and implementation, this program helps position major gift officers The Continuing Evolution of Corporate Relations | Annual Giving and faculty to build lifelong relationships with their donors. Mark Putnam, Director of Corporate Relations, University of Houston In this session, you will discover how to provide timely and engaging donor experiences. Join us as we guide you through an The profession of academic corporate relations has advanced interactive session detailing the ins and outs of how to develop, rapidly in the face of increasing expectations from university implement and improve a major gift faculty stewardship program. leadership and greater focus on results from corporate constituents. Previously regarded as niche specialists within the 337.AB overall development operation, corporate relations officers are finding themselves responsible for an increasingly significant Class, Clubs and Good Ol’ Competition: Building portion of universities’ fundraising, research revenue, and private Communities that Last | Student Engagement partnerships. This session will look back on just how quickly Robert Allen, Senior Director, Tulane University; and Bradley Charlesworth, these changes have come about, how university development Associate Director of Undergraduate Reunion Weekend, Tulane University shops can learn from these changes today, and how we can all prepare for the increasingly complex nature of university- The elements of this presentation may include: conducting a corporate partnerships in the future. cultural assessment of how students identify with class; programs and services that promote class identity - including a student 339.AB - Sponsored by: RuffaloCODY philanthropy class challenge, a class-centric student alumni ambassador organization, and services available to students by Integrate! How to Leverage Your Marketing and PR Effortsto class; and leveraging class activities to identify future alumni leaders Get the Best Bang for Your Buck | Marketing/Communications and raise awareness about the importance of alumni engagement Amanda Booren, Director, Communications & Publications, San and giving after graduation. The presentation will also discuss Jacinto College Foundation lessons learned from creating a new, robust reunion weekend and reunion giving program to engage alumni through class year. Integrated marketing... it’s all the buzz these days. But what does it really mean and how do you do it? This session will focus 340.AB on leveraging everything it is that we, as marketers, do... from advertising and media coverage, to news releases and social 1:30 - 2 p.m. media. All on a budget! Case studies will be presented as well as a press maximization strategy to help you get the most coverage Closing of the Conference out of your marketing and PR efforts. Ballroom of the Americas
336.AB
Noon - 1:30 p.m. Closing Lunch and Featured Speaker
Carl Lewis is an Olympian who competed on five American teams and won ten medals including nine golds. His impressive track and field performances earned him the title of “Athlete of the Century.” Since his retirement from active competition in 1997, Lewis has devoted a great deal of his time and energy to charity founding The Carl Lewis Foundation, which serves as an umbrella for the many charities Lewis supports including the “Best Buddies” organization.
Ballroom of the Americas - Sponsored by: GEICO
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 16 H IDEAS. SOLUTIONS. RESULTS. DELIVER Annual Business Meeting
ANNUAL BUSINESS MEETING APRIL 15, 2014 | HOUSTON, TX (HILTON AMERICAS)
I. CALL TO ORDER II. WELCOME AND RECOGNITIONS III. APPROVAL OF MINUTES FROM MARCH 26, 2013 ANNUAL BUSINESS MEETING IV. TREASURER’S REPORT V. PROPOSED BY-LAWS AMENDMENTS VI. ELECTION OF NEW BOARD MEMBERS VII. RECOGNITION OF RETIRING BOARD AND COMMITTEE MEMBERS VIII. RECOGNITION OF DISTRICT CONFERENCE SCHOLARSHIP RECIPIENTS IX. MILESTONE ACHIEVEMENT AWARDS X. 2014 DISTINGUISHED ACHIEVEMENT AWARD PRESENTATION XI. OTHER BUSINESS XII. ADJOURNMENT
WE DELIVER TRADITION
THE LEADER IN COLLEGE RINGS 22221
www.caseiv.org facebook.com/casedistrictfour @cased4 17 DELIVER IDEAS. SOLUTIONS. RESULTS. H Annual Business Meeting
CASE IV ANNUAL BUSINESS MEETING March 26, 2013 | Omni Hotel, Ft. Worth, TX | Meeting Minutes
Call to order: 8:29 a.m. Motion made by Sheri Snyder to accept the slate of officers. Ronnie Welcome and Recognitions Birdsong seconded. The motion passed unanimously. Jim Lewis welcomed District IV members and thanked them for attending the conference. Lewis recognized Jeff McLain, 2013 Conference Chair Lewis then announced the directors selected in the state caucuses. and his committee and thanked them for their hard work and leadership. Lewis discussed the achievements of District IV over the past year. Louisiana: Aaron Martin Director of Communications and Marketing Approval of the Minutes University of Louisiana at Lafayette Jeff McLain motioned to approve the minutes from the March 27, 2012 Lafayette, LA Annual Business Meeting. Liz Landry seconded. The motion passed Term expires: 2015 unanimously. New Mexico Maureen Howard Treasurer’s Report Associate Vice President of University Communications Scott Taylor presented financial report for the period July 1, 2011 to New Mexico State University June 30, 2012. Taylor stated the District had a great year and that Las Cruces, NM revenues are up $20,000 allowing the district to make better investments Term expires: 2015 in programming. Taylor noted that the Board will continue to be good stewards of the Districts money. Steve Valencia motioned to accept the Recognition of Retiring Board and Committee Members financial report. Patty Scogin seconded. The motion passed unanimously. Jim Lewis recognized board members whose term was ending and thanked them for their commitment to the District. Lewis recognized the Proposed By-laws Amendments District IV Board and conference leadership. Jim Lewis reviewed proposed by-law amendments on the Clarification of the Status of CASE Membership in Mexico. With the formal establishment Recognition of District Conference Scholarship Recipients of CASE America Latina, CASE Board of Trustees recommended District Ronnie Birdsong recognized the 2013 CASE IV Scholarship Recipients IV remove reference to Mexico in the District IV by-laws. This change and thanked the scholarship committee. is intended to clarify Mexico’s status within CASE but still encourage cross-border engagement. Brent Passmore motioned to amend the CASE Milestone Achievement Awards District IV by-laws. Carrie Harris Phillips seconded. The motion passed Steve Valencia recognized district members who have served 20, 25, unanimously. 30 and 40 years in advancement. Jim Lewis presented each individual a certificate. Election of New Board Members Jim Lewis presented the slate of officers and directors. 2013 Rising Star Awards Presentation Steve Valencia presented the 2013 Rising Star Award to Carrie Harris Treasurer: Scott Taylor Phillips, Director of New Media, Arkansas Tech University. Associate Director, Campaign Volunteer Operations 2013 Distinguished Achievement Award Presentation Southern Methodist University Jim Lewis introduced the 2012 Distinguished Achievement Award winner Dallas, TX Patty Scogin and asked her to come forward to present the 2013 award. Term expires: 2015 Scogin announced the recipient of the 2013 CASE IV Distinguished Achievement Award, Danny Jensen, University of North Texas Health Director for Karl Miller Science Center. Educational Programming: Executive Director for Principal Gifts University of Texas at Austin Other Business Austin, TX Term expires: 2015 Adjournment Steve Valencia made the motion to adjourn. Carrie Harris Phillips seconded. Director for Opportunity Courtney Cegers The motion passed unanimously. Meeting adjourned 9 a.m. And Inclusion: Coordinator of Special Projects University of Arkansas at Pine Bluff Pine Bluff, AR Term expires: 2015
Director for District Bruno Ruggiero Scholarships: Director, University Printing and Design Services Nicholls State University Thibodaux, LA Term expires: 2015
Director for Membership Anita Thompson And Marketing: Director of Sequoyah Institute Northeastern State University Tahlequah, OK Term expires: 2015 CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 18 H IDEAS. SOLUTIONS. RESULTS. DELIVER Annual Business Meeting
Message from the Chair Welcome to the 2014 CASE District IV Annual Conference and business meeting. Your conference committee has worked incredibly hard for over a year to assemble an extraordinary program and provide opportunities for you to network and grow professionally. The tremendous response to this conference demonstrates the great need folks in our region have for professional development opportunities and that hopefully we are on the right track in meeting those needs.
CASE District IV is a totally volunteer-driven enterprise. When you review the list of Board members and Conference committee members, you will see that your volunteer leadership represents every corner of the district and every discipline within advancement. What may not be quite as evident is the number of hours they devote in support of District IV and our effort to advance our profession in the Southwest.
The District IV Board has developed a set of strategic priorities to guide in the work we plan over the next few years. Here’s a summary of the five general directions we have identified:
1. Seek opportunities to provide members with program opportunities outside of the annual conference 2. Further incorporate technology to enhance service to members 3. Ensure diversified growth of the profession and exposure to the CASE brand 4. Maintain policies that ensure financial stability 5. Build upon the success of the annual conference
We carry out this work as part of a tremendously strong international CASE organization and are working to integrate even better the programs we offer and the opportunities made possible by CASE International, led by President John Lippincott. While each CASE district has its own regional flavor, the one constant is the excellence that CASE has represented for decades.
I ask that you consider doing four things to support our efforts in District IV:
1. Take advantage of everything this conference has to offer, whether you are a veteran of professional conferences or a first-time CASE participant. The program, in particular, is broader than ever before and has something for everyone. 2. Give us feedback about how we are doing. Don’t just fill out the program feedback questionnaire; visit with Board members or Conference committee members about what you liked and suggest ideas for improvement. 3. Get involved. Let someone know you’d like to be involved. There are lots of ways to help advance CASE IV, and we need as many volunteers as possible to carry out our myriad of programs. Most of the individuals who serve on the District Board started out in “entry level” volunteer positions. 4. If you like what you see, please encourage others to join you in participating in CASE IV programs. We want to include as many people under the proverbial tent as possible.
Thanks again for your participation in this conference and in CASE District IV and for your contributions to advancing education in our region.
Best regards,
Jim Lewis CASE IV District Chair [email protected]
www.caseiv.org facebook.com/casedistrictfour @cased4 19 DELIVER IDEAS. SOLUTIONS. RESULTS. H CouncilAnnual for Advancement Business and Support Meeting of Education - District IV
Statements of Activities
Year Ended June 30, 2013 2012
Revenue Conference Registrations $ 238,161 $ 207,398 Sponsorships & exhibits 70,375 60,900 308,536 268,298 Award entry fees 36,209 32,225 Miscellaneous 117 3,436 Total revenue 344,862 303,959
Expense Program services Conference 258,701 247,646 Awards and scholarships 14,912 12,494
Total program services 273,613 260,140 Supporting services Board expenses 24,416 21,950 Management and general 2,822 6,068
Total supporting services 27,238 28,018
Total expense 300,851 288,158
Change in net assets before investment income (loss) 44,011 15,801
Investment income (loss) - Note C 24,134 (779)
Change in net assets 68,145 15,022
Net assets, beginning of year 332,746 317,724
Net assets, end of year $ 400,891 $ 332,746
See accompanying notes and accountant’s report. 3
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 20 H IDEAS. SOLUTIONS. RESULTS. DELIVER CouncilAnnual for Advancement Business and Support Meeting of Education - District IV
Statements of Financial Position
June 30, 2013 2012
Assets Cash and cash equivalents - Note B $ 205,011 $ 167,824 Investments - Notes B & C 199,141 175,493 Accounts receivable 900 -
Total assets $ 405,052 $ 343,317
Liabilities and Net Assets
Liabilities - accounts payable $ 4,161 $ 10,571
Commitments and contingencies - Note D - -
Net assets - unrestricted 400,891 332,746 Council for Advancement and Support of Education - Total liabilities and net assets $ 405,052 District$ 343,317 IV
Statements of Cash Flows
Year Ended June 30, 2013 2012
Cash flows from operating activities Change in net assets $ 68,145 $ 15,022 Adjustments to reconcile change in net assets to net cash flows from operating activities: Net (gain) loss on investments (17,170) 4,867 Changes in assets and liabilities: Accounts receivable (900) 12,017 Prepaid expenses - 748 Accounts payable (6,410) (309)
Total adjustments (24,480) 17,323
Net cash flows from operating activities 43,665 32,345
Cash flows from investing activities Proceeds from sales of investments 199,708 828 Purchases of investments (206,186) (4,094)
Net cash flows from investing activities (6,478) (3,266)
Net change in cash and cash equivalents 37,187 29,079 Cash and cash equivalents, beginning of year 167,824 138,745
Cash and cash equivalents, end of year $ 205,011 $ 167,824 See accompanying notes and accountant’s report. 2
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See accompanying notes and accountant’s report. Certain 2012 amounts have been reclassified for comparative purposes. 4 Annual Business Meeting
Independent Certified Public Accountant’s Report
Independent Accountant's Review Report
To the Board of Trustees Council for Advancement and Support of Education – District IV
We have reviewed the accompanying statements of financial position of Council for Advancement and Support of Education - District IV (the Council) as of June 30, 2013 and 2012, and the related statements of activities and cash flows for the years then ended. A review includes primarily applying analytical procedures to management’s financial data and making inquiries of the Council’s management. A review is substantially less in scope than an audit, the objective of which is the expression of an opinion regarding the financial statements as a whole. Accordingly, we do not express such an opinion.
Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America and for designing, implementing, and maintaining internal control relevant to the preparation and fair presentation of the financial statements.
2 0 2 1 L S t r e e t, N W Our responsibility is to conduct the review in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. Those standards require us to perform procedures to obtain limited assurance that there are no material modifications that should be made to the financial statements. We believe that the results of our procedures provide a reasonable basis for our report. S u i t e 4 0 0 Based on our review, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with accounting principles generally accepted in the United States of America.
2 0 0 3 6
Washington, DC September 27, 2013
1
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 22 H IDEAS. SOLUTIONS. RESULTS. DELIVER Annual Business Meeting
Proposed Bylaw Amendment
Article and Title Article III, Section B3: a-e, Directors to be appointed by the District Chair
Rationale To add the Director for Volunteer Engagement to the directors appointed by the District Chair. This Director will develop and implement a strategy to identify and develop candidates for future leadership roles with the Board of Directors, the annual conference and regional programming.
Currently Directors to be appointed by the District Chair for a two-year term shall include: a. Director for Conference Site/Hotel Selection b. Director for Board Operations c. Director for Website and New Media d. Director for District Awards e. Director for Sponsorships
Proposed Directors to be appointed by the District Chair for a two-year term shall include: a. Director for Conference Site/Hotel Selection b. Director for Board Operations c. Director for Website and New Media d. Director for District Awards e. Director for Sponsorships f. Director for Volunteer Engagement 2014 Slate of Nominations
The nominating committee of CASE District IV has proposed the following slate of officers be presented for elections:
Chair Elect Susie Nicholson Vice President for Student Services and University Relations Arkansas Tech University Russellville, AR Term expires: 2016
Secretary: Kirby Tickel-Hill Director of Development and Donor Relations Northern Oklahoma College Tonkawa, OK Term expires: 2016
Director for District Communications: Janet Perez Director of Communications and Marketing Baylor Law School Waco, TX Term expires: 2016
In accordance with the by-laws of the District, each member institution shall have one vote. It is the institution’s responsibility to select one member representative to cast the vote for the institution. Nominations for these positions will be accepted from the floor. Robert’s Rules of Order shall govern the procedures for election.
Respectfully submitted,
Liz B. Landry Nominating Committee Chair Immediate Past Chair, CASE District IV
www.caseiv.org facebook.com/casedistrictfour @cased4 23 DELIVER IDEAS. SOLUTIONS. RESULTS. H Annual Business Meeting
District IV Board of Trustees +*Chair (2012-14) Director for District Sponsorships (2012-14) +Director for Texas (2012-14) **Communication and Marketing Jim Lewis Sara Furr Lisa Vasquez (2011-2014) Executive Vice President for Development Associate Director for Development Associate Vice President of College & Lauren Brookey Big Brothers Big Sisters Oklahoma State University Foundation Public Relations Vice President of External Affairs [email protected] [email protected] Collin College Tulsa Community College [email protected] [email protected] +*Chair Elect (2012-14) +*Director for Educational Programming Steve Valencia (2013-15) COMMITTEE CHAIRS Holly Cullen Associate Vice President, University Relations Karl Miller Assistant Vice Chancellor of University Northwestern Oklahoma State University Executive Director for Principal Gifts 2014 Conference Chair (2012-14) Relations [email protected] University of Texas at Austin Porter S. Garner III Louisiana State University [email protected] President & CEO [email protected] +*Immediate Past Chair (2012-14) The Association of Former Students Liz Landry Director for Website & New Media Texas A&M University Tracy Syler-Jones Assistant to the President (2013-2015) [email protected] Vice Chancellor for Marketing and University of Louisiana at Lafayette Victoria Hughes Communication [email protected] Associate Director, Alumni Communications 2014 Conference Program Chair (2012-14) Texas Christian University Austin College Mike Pede [email protected] +*Secretary (2012-14) [email protected] President & CEO Kirby Tickel Hill University of Houston Alumni Association **Philanthropy Director of Development & Donor Relations +Director for Marketing & Membership University of Houston Karl Miller Northern Oklahoma College (2013-2015) [email protected] Executive Director for Principal Gifts [email protected] Anita Thompson University of Texas at Austin Director, Sequoyah Institute 2015 Conference Chair (2013-2015) [email protected] +*Treasurer (2013-15) Northeastern Oklahoma State University April Hampton Perez Scott Taylor [email protected] Senior Director of Gift and Estate Planning DISTRICT STAFF CONTACT Associate Director, Southwestern University Campaign Volunteer Operations +Director for Opportunity and Inclusion [email protected] **Brett Chambers Southern Methodist University (2013-2015) Executive Director of Volunteer Relations [email protected] Courtney Cegers ASAP LIAISONS Council for Advancement and University Relations and Development Support of Education Director for Board Operations (2012-14) University of Arkansas at Pine Bluff **District 4 ASAP Representative [email protected] Linda Y. Jackson [email protected] Kate Ayala Director of Public Relations & Marketing University of New Mexico * Executive Committee Huston-Tillotson University +Director for Arkansas (2012-14) [email protected] + Elected Position [email protected] Christian O’Neal ** Ex-Officio Executive Director, Alumni CASE BOARD OF TRUSTEES Director for Conference Site/ University of Arkansas Little Rock Hotel Selection (2013-2015) [email protected] International Board of Trustees: Holly Cullen District IV Trustee (2011-2014) Assistant Vice Chancellor of University +Director for Louisiana (2013-2015) Jeffery L. McLain Relations Aaron Martin Vice President for Development Louisiana State University Director of Communications and Marketing LSU Foundation [email protected] University of Louisiana at Lafayette [email protected] [email protected] Director for District Awards (2013-2015) **District IV Trustee-at-Large (2011-2014) Carrie Harris Phillips +Director for New Mexico (2013-2015) David Dini Director of New Media, Maureen Howard Assistant Headmaster Arkansas Tech University Associate Vice President, St. Mark’s School of Texas [email protected] University Communications & Marketing [email protected] Services +*Director for District Communications New Mexico State University Kelly Zuniga (2012-14) [email protected] Executive Director Brent Passmore Holocaust Museum Houston Director of Communication Services +Director for Oklahoma (2012-14) Morgan Family Center Eastern New Mexico University Sheri Snyder [email protected] [email protected] Vice President Development & Community Relations CASE COMMISSION MEMBERS +Director for District Scholarships Northern Oklahoma College (2013-2015) [email protected] **Alumni Relations (2011-2014) Bruno Ruggiero Porter S. Garner III Director, President & CEO University Printing & Design Services The Association of Former Students Nicholls State University Texas A&M University [email protected] [email protected]
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 24 H IDEAS. SOLUTIONS. RESULTS. DELIVER 2014 Resource Partners
Abila Booth Number: 219 10800 Pecan Park Blvd., Ste. 400, Austin, TX 78750 512-861-3114 www.abila.com
Abila serves strategic leaders and managers in dynamic nonprofit organizations and government agencies through high-value solutions.
Balfour Booth Number: 110/112 7211 Circle S Rd., Austin, TX 78745 806-438-9089 www.balfour.com
Having just celebrated a century of service in the grad products industry, Balfour is the company of choice for college ring programs. We value the longstanding alumni partnerships we serve within CASE IV as we strive to help campuses build and preserve their ring traditions. Headquartered in Austin, Balfour conducts on-campus ring workshops to share highly effective growth strategies that help schools develop a more compelling ring narrative. Meaningful ring programs assist in celebrating alumni loyalty and fostering increased engagement among graduating seniors. In addition, Balfour is a full-service provider in the grad products industry, also offering graduation announcements, diploma frames, alumni jackets and customized commencement regalia. With a storied history that was first established by L.G. Balfour in 1913, our legacy remains true to the schools and alumni we serve. Our story is your story – one hundred years strong. From all of us at Balfour, we thank CASE IV for the privilege of partnership.
Mapping to help Alumni Connect
Cloud based software to create, build and manage Put your fundraising on the Fast Track with High Yield Campaigns & Programs
software tools to increase dollars and donors: • Predict likelihood of gifts from non-donors, • Estimate the expected value of a gift, • Increase annual fund participation. Be up and running in as little as 8 weeks! The Reeher Platform™ Fundraising Management for Higher Education
www.reeher.com www.caseiv.org facebook.com/casedistrictfour @cased4 www.GetInCink.com 25 DELIVER IDEAS. SOLUTIONS. RESULTS. H 2014 Resource Partners
Booth Number: 109 NATIONAL Blackbaud EDUCATIONAL PARTNER 2000 Daniel Island Dr., Charleston, S.C., 29492
Serving the nonprofit and education sectors for 30 years, Blackbaud combines technology and expertise to help organizations achieve their missions. Blackbaud works with more than 28,000 customers that support higher education, healthcare, human services, arts and culture, faith, the environment, independent K-12 education, animal welfare and other charitable causes. The company offers a full spectrum of cloud-based and on-premise software solutions and related services for organizations of all sizes including: fundraising, eMarketing, advocacy, constituent relationship management (CRM), financial management, payment services, analytics and vertical- specific solutions. Using Blackbaud technology, these organizations raise more than $100 billion each year.
Brian Lacy and Associates Booth Number: 218 3122 Gannett St., Houston, TX 77025 860-478-9291 www.brianlacy.com
Brian Lacy and Associates is a fundraising and data services firm with more than 25 years of experience. We offer annual giving consulting, marketing and solicitation solutions, wealth screening and data cleansing services.
Carnegie Communications Booth Number: 205 2 Lan Dr., Westford, MA 01886 978-842-2756 www.carnegiecomm.com
For over 25 years, Carnegie Communications has specialized in higher education marketing. With solutions to support recruitment, development, and enrollment we can reach your target markets and help you meet your goals
CINK Booth Number: 216 7919 Skyline Dr., Houston, TX 77063 713-899-1708 www.getincink.com
Cloud based software to help Connect Alumni Geographically and to help manage alumni and donor campaigns and programs.
Collegiate Insurance Resources Booth Number: 222
3070 Riverside Dr., Columbus, OH 43221 NATIONAL EDUCATIONAL 800-486-8501 PARTNER www.collegiateInsuranceresources.com
More than 300 alumni associations across the country have chosen Collegiate Insurance Resources (CIR) to provide their constituents with The Alumni Insurance Program® which features products and discounts especially for alumni.
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 26 H IDEAS. SOLUTIONS. RESULTS. DELIVER 2014 Resource Partners
Crescendo Interactive Booth Number: 220 110 Camino Ruiz, Camarillo, CA 93012 800-858-9154 www.crescendointeractive.com
Crescendo’s GiftLegacy Marketing System has everything you need to raise planned gifts! Includes custom website, eNewsletters, literature, online wills, software and more. Call 800-858-9154.
Evisors, Inc Booth Number: 204 55 Broad St Suite 15 F New York, NY 10004
The Evisors mission is to engage and empower advice seekers. We create private Alumni Mentorship Platforms, allowing universities to unlock the collective knowledge of their alumni and grow affinity by delivering seamless online interaction.
GEICO Booth Number: 117 5260 Western Ave., Chevy Chase, MD 20815 619-733-1422 www.geico.com/partnerships
Partner with the best to SAVE your alumni money on car insurance and more! A GEICO partnership will EARN money for your school and help you with your events, scholarships and more.
You’re passionate about your institution. We’re passionate about helping you move people to support it.
www.blackbaud.com/education
www.caseiv.org facebook.com/casedistrictfour @cased4 27 DELIVER IDEAS. SOLUTIONS. RESULTS. H
1001_AD_CASEIIConferenceProgram3.75x5_4c.indd 1 2/22/13 12:31 PM 2014 Resource Partners
GideonStone Booth Number: 119 3714 Blackberry Ct., Missouri City, TX 77459 713-876-8546 www.gideonstone.com
GideonStone, LLC, is a strategic marketing and communication partner that helps colleges and universities clarify their vision, strengthen their brand, become more visible and achieve fundraising and recruiting results
Globus family of brands Booth Number: 208 5301 S. Federal Circle, Little, CO 80123 303-703-7098 www.globusfamilygroups.com/alumni
The Globus family of brands offers Alumni and Student travel to over 65 countries on six continents with a wide variety of travel styles
GradMags Booth Number: 201 2900 Anderson Ln. C200, Austin, TX 78757 512-289-3246 www.gradmags.com
Gradmags multi-platform publishing powers the next generation of higher ed publications. From replica+ content apps to full digital re-imagination, our solutions help create new audience engagement opportunities
Booth Number: 125 NATIONAL Harris Connect EDUCATIONAL PARTNER 1400 A Crossways, Chesapeake, VA 23320
Harris Connect is the leading provider of fundraising, directory, and data solutions for over 50 years.
Booth Number: 113 NATIONAL iModules EDUCATIONAL PARTNER 5101 College Blvd., Leawood, KS 66211 913-341-2986 www.imodules.com
iModules is the leading constituent engagement management provider for educational institutions. We deliver an integrated, online platform that transforms how institutions strengthen constituent relationships and achieve fundraising success.
Jester Booth Number: 209 PRESENCE.SPIRIT.PRIDE PO Box 38428, Greensboro, NC 27438 336-545-1010 www.jestercompany.com SINCE 1926 www.jestercompany.com Working exclusively in higher education since 1926, Jester is a licensed supplier providing quality custom printed promotional products
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 28 H IDEAS. SOLUTIONS. RESULTS. DELIVER
PRESENCE.SPIRIT.PRIDE
SINCE 1926
www.jestercompany.com 2014 Resource Partners
Booth Number: 213 Liberty Mutual NATIONAL EDUCATIONAL PARTNER 175 Berkeley St., Boston, MA 02116 www.libertymutual.com/alumni
Liberty Mutual’s Auto and Home program offers valuable membership. Your alumni receive savings on auto and home insurance while your association receives a revenue stream.
Limelight Films Booth Number: 121 1718 Fry Rd., Ste. 152, Houston, TX 77084 281-650-4061 www.limelightfilms.tv
Limelight Films is a digital film production company that creates impassioned fundraising films through the use of compelling imagery and savvy storytelling.
Marts & Lundy Booth Number: 229 1200 Wall St. W., Lyndhurst, NJ 07071 201-460-1660 www.martsandlundy.com
Marts & Lundy’s team of fundraising consultants offers services that range from campaign planning and counsel to more specialized offerings in strategic communications, analytical
We tell your story. Your way. Let us put our decades of higher education experience to work for you. GEICO is a wholly owned subsidiary of Warren Buffett’s Berkshire Hathaway Inc.!
713-570-6618 u gideonstone.com
Michelle Morris, Ed.D. Warren Buffett has invested in GEICO for over 60 years. CEO & Managing Partner Why not invest in a GEICO partnership that could save your alumni money and generate revenue for your association or foundation?!
For More Information on a GEICO Partnership: geico.com/partnerships [email protected]
a subsidiary of berkshire hathaway inc.
Some discounts, coverages, payment plans and features are not available in all states or in all GEICO companies. See geico.com for more details. GEICO and Affi liates. Washington, DC 20076. GEICO Gecko www.caseiv.org facebook.com/casedistrictfourimage © 1999-2014. © 2014 GEICO @cased4 29 DELIVER IDEAS. SOLUTIONS. RESULTS. H 2014 Resource Partners
Mercer Consumer, a service of Mercer Health & Benefits Administration LLC Booth Number: 224
540 W. Madison St., Ste. 1000, Chicago, IL 60661 812-340-0706 www.mercer.com
The service array Mercer provides supports every facet of operations. From students to alumni, faculty and staff to retirees, and all the campus operations that touch them. Mercer’s product and services provide you with the knowledge and security.
Merge Booth Number: 212 411 University Ridge, Ste. 225, Greenville, SC 29601 864-373-9330 www.mergeagency.com
Merge is a digital strategy agency that specializes in strategy, branding, web design, seo, and email marketing for higher education.
Nationwide Insurance Booth Number: 221 One Nationwide Plaza, Columbus, OH 43215 682-888-2160 www.nationwide.com
Nationwide Mutual Insurance Company, provides a full range of insurance and financial services. Nationwide is one of the largest insurance and financial services organizations in the U.S. For more information, visit www.nationwide.com.
Paschal Murray Executive Search Booth Number: 207
8311 Brier Creek Pkwy., Ste. 105502, Raleigh, NC 27617 NATIONAL EDUCATIONAL 760-963-4512 PARTNER www.paschalmurray.com
Paschal Murray has been a premier provider of executive search servces for advancement for 35 years, They are the ʺchair peopleʺ and filling charis is what they do!
PCI Booth Number: 227 NATIONAL 4835 LBJ Fwy., Floor 11, Dallas, TX 75244 EDUCATIONAL 214-530-0341 PARTNER www.publishingconcepts.com
PCI creates and manages alumni web communities and publishes alumni directories
PEG Booth Number: 223 4635 Southwest Freeway, Ste. 220, Houston, TX 77027 713-527-0078 www.alumniattitudestudy.org
The Alumni Attitude Study is a cooperative effort among institutions to measure and compare the values, preferences, and perceptions that motivate alumni to engage with their alma mater. Since its inception in 2001, the AAS has delivered unparalleled attitudinal and engagement data to institutions to help further alumni engagement efforts. By implementing this type of high-level esearch,r institutions are provided with more precise directives toward the matters that mean most to their alums.
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 30 H IDEAS. SOLUTIONS. RESULTS. DELIVER 2014 Resource Partners
Pentera Booth Number: 226 8650 Commerce Park Place, Suite G,Indianapolis, IN 46268 317-875-0910 www.pentera.com
Pentera, Inc is the leading full-service planned giving marketing communications firm. Providing personal service and innovative custom solutions to reflect the uniqueness of each mission and budget since 1975.
Pledgemine Booth Number: 123 6523 Royal Glen Ct., Lisle, IL 60532 630-541-8480 www.pledgemine.com
Pledgemine’s automated solution will help your annual giving program raise more money with unique personalized mailers.
Pursuant Ketchum Booth Number: 217
5151 Belt Line Rd., Ste. 900, Dallas, TX 75254 NATIONAL EDUCATIONAL 214.866.7700 PARTNER www.pursuant.com
Pursuant Ketchum is a fundraising consultancy serving the world’s leading nonprofit organizations. We partner with educational institutions, athletic organizations, hospitals, and ministries to impact lives through innovative strategies that grow and sustain revenue.
More than 700 alumni associations reward their alumni with exclusive savings on their insurance. Is yours one of them?
Stop by the Liberty Mutual booth and fi nd out why we are the most chosen Auto and Home Insurance program in the alumni marketplace. Responsibility. What’s your policy?®
Coverage provided and underwritten by Liberty Mutual Insurance Company and its affi liates, 175 Berkeley Street, www.caseiv.org facebook.com/casedistrictfourBoston, MA. AFF 568 2012/10 @cased4 31 DELIVER IDEAS. SOLUTIONS. RESULTS. H 2014 Resource Partners
Proforma Collegiate Solutions Booth Number: 118/120 2731 N. Lincoln, Joplin, MO 64810 573-303-4455 www.proforma.com/info www.facebook.com/ProformaCollegiateSolutions
Proforma services Alumni and Marketing Directors, Media Professionals and Promotional Gurus by providing the very best in printed products, promotional pieces and apparel. Rated as North America’s #1 Promotional supplier and #2 Printing supplier, we have the perfect combination of buying power and top-flight customer service to give you the best products at the best prices to make you a hero. We also offer award winning creative services for much less than you might think.
With more than 35 years working in and for this market, we have an understanding of the needs and demands of the business. Let us work for you.
Reeher LLC Booth Number: 206 165 Western Ave. N., Suite 8, St. Paul, MN 55102 651-789-1700 www.reeher.com
Reeher is the developer of a powerful shared management platform for higher education fundraising, helping leaders from universities of all sizes across the country improve the efficiency and effectiveness of their fundraising efforts.
Rice Center for Philanthropy & Nonprofit Leadership Booth Number: 105/107
Rice University, 6100 Main St., Houston, TX 77005 713-348-3781 www.cpnl.rice.edu
The Rice Center for Philanthropy & Nonprofit Leadership provides quality continuing education to support front-line fundraisers and operations staff. Courses are offered in one-day and online formats to meet the needs of fundraising professionals.
Riot Creative Imaging Booth Number: 127 1517 W. N. Carrier Parkway, #124 Grand Prairie, TX 75050 817.235.0118 www.riotcolor.com
At Riot Creative Imaging, we excel at visual communication and turn-key service. We offer unique promotional marketing solutions including exhibit and event displays, banner stands, video kiosks, wall murals, light boxes and dimensional letters to help you promote, advertise, and market your organization.
Booth Number: 211 NATIONAL RuffaloCODY EDUCATIONAL PARTNER 65 Kirkwood N. Rd. SW., Cedar Rapids, IA 52404 319-362-7483 www.ruffalocody.com
RuffaloCODY is the leading provider of technology-enabled strategic fundraising and enrollment management services and software for institutions of higher education and high-affinity nonprofit organizations.
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 32 H IDEAS. SOLUTIONS. RESULTS. DELIVER 2014 Resource Partners
The Stelter Company Booth Number: 225 10435 New York Ave., Des Moines, IA 50322 800-331-6881 www.stelter.com
In business since 1962, Stelter provides personal philanthropy marketing services to 2,000 nonprofits nationwide, leveraging its understanding of philanthropic behavior to target prospects through direct mail, email, Web, and social media solutions..
Thompson & Associates Booth Number: 111 112 Westwood Pl., Ste. 250, Brentwood, TN 37027 615-358-1416 www.ceplan.com
Thompson & Associates partners with nonprofit organizations to maximize planned giving opportunities through a values-based charitable estate planning process which has generated over $6 billion dollars to charitable organizations since 1998..
Your Mission. Your Career.
Whether you started out as a volunteer or SPRING ONLINE OFFERINGS: giving a gift to your local charity, your journey > Develop ing a Comprehensive with philanthropy and nonprofits has become Annual Giving Program a career within a cause. > Fundamentals of Constituent Relationship Management The Center for Philanthropy and Nonprofit > Fundraising Analytics: Leadership has opportunities to support you on Leveraging the Power of Data whatever step of the journey you find yourself. > The Productive We welcome you to join us online or on your Development Office next qualifying visit to Houston. > Prospect Research and Analysis > Writing the Fund Development Plan
Visit us at cpnl.rice.edu for a complete listing of classroom and online opportunities. Register today.
www.caseiv.org facebook.com/casedistrictfourcpnl.rice.edu | @cased4713-348-6009 33 DELIVER IDEAS. SOLUTIONS. RESULTS. H 2014 Resource Partners
Wilson-Bennett Booth Number: 210 140 Professional Dr., Ste. 2, Cabot, AR 72023 501-941-2499 www.wilson-bennett.com
Wilson-Bennett Technology, Inc. offers customized phonathon services, including on-campus managed, off-campus calling, software leasing, and membership and admissions calling.
Your Logo Glove Booth Number: 203 117 E. Louisa St., Ste. 580, Seattle, WA 98102 888-581-4490 www.yourlogoglove.com
Fresh, unique golf outing gifting ideas with unsurpassed quality. Innovative, turnkey fundraising initiatives that make a lasting impression
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 34 H IDEAS. SOLUTIONS. RESULTS. DELIVER Registration List
Kayla Acebo Katie Andrus Wendy Ballard Ronnie Birdsong Teresa Brady Vice President for Institutional Executive Director Director of Aluumni VP of University Relations & Enrollment Executive Assistant Advancement Texarkana College Foundation University of Houston Services Eastern Oklahoma State College University of Tulsa 2500 North Robison Road Hilton College Eastern New Mexico University 1301 W. Main 600 S College Ave Texarkana, TX 75503 Hotel and Restaurant Management Station #22 Wilburton, OK 74578 Tulsa, OK 74104-3126 [email protected] Houston, TX 77204-3028 Portales, NM 88130 (918) 465-1759 (918)631-2565 (713) 743-1591 (575) 562-4490 [email protected] [email protected] Dahlia Anzaldua-Torres [email protected] [email protected] College Event Coordinator Melissa Bragg Janice Adamson Austin Community College Justin Banister Lori Black Director, Gift Planning Director of Grants and Research 5930 Middle Fiskville Road President's Ambassadors Director of Development, National Major University of Mary Hardin-Baylor Holocaust Museum Houston Austin, TX 78752 Eastern New Mexico University SA Giving Program 900 College Street 5401 Caroline Street (512) 223-7595 Presidental Ambassadors Southern Methodist University Belton, TX 76513 Houston, TX 77004 [email protected] Station 7, 1500 S Avenue K PO Box 750281 (254)295-4608 [email protected] Portales, NM 88130 Dallas, TX 75275-0281 [email protected] Margot Ardoin (575)562-2178 (214) 768-1996 Brian Adler Coordinator, Marketing & Communication [email protected] [email protected] Barbara Breier Vice President of Public Relations & Louisiana State University Alumni Vice President University Advancement Marketing Association Jill Bankston Monika Blackwell Texas State University-San Marcos Southwestern Oklahoma State University Lod Cook Alumni Center Assistant Director, Development Communications Specialist University Advancement 100 Campus Dr 3838 W Lakeshore Drive Northwestern State University of Louisiana Texas A&M University 601 University Drive - JCK 960 Weatherford, OK 73096-3098 Baton Rouge, LA 70808 535 University Parkway 1246 TAMU San Marcos, TX 78666-4615 (580) 774-3063 NSU Alumni Center College Station, TX 77843-1246 (512) 245-2396 [email protected] Sandra Arispe Natchitoches, LA 71497 (979) 845-6061 [email protected] Grants & Donor Relations Officer (318) 357-4414 [email protected] Charles Alcorn Texas A&M University-San Antonio [email protected] Ryan Britt Director of Corporate & Foundation 1 University Way Haley Blount Development Officer Relations San Antonio, TX 78224-3134 Karen Barbier Associate Director of Alumni Affairs Austin College University of Houston - Victoria (210)784-1106 Assistant Director of Media Relations Northwestern State University of Louisiana 900 North Grand Avenue 3007 N. Ben Wilson [email protected] University of Houston - Clear Lake 535 University Parkway Sherman, TX 75090-4400 Victoria, TX 77901-5731 UHCL - Box 199 Natchitoches, LA 71497 (903) 813-2000 (361) 570-4848 Selene Arrazolo 2700 Bay Area Blvd. (318) 357-4415 [email protected] [email protected] Information Evolution Houston, TX 77058-1098 [email protected] 1601 East Fifth Street #109 (281) 283-2029 Rae Brodnax Lydia Aleman Austin, TX 78702 [email protected] Mark Blount Development Officer Associate Vice President for University External Affairs University of Louisiana at Lafayette Advancement Leah Aschmann Toby Barnett University of Texas at Austin 104 University Circle University of Texas - Pan American Constituent Relations Officer Associate Vice President University PO Box 7458 Lafayette, LA 70503 1201 West University Drive Rice University Development Austin, TX 78713-7458 (337)482-5753 Edinburg, TX 78539 Office of Development, MS-81 Baylor University (512) 471-1509 [email protected] (956) 665-2337 PO Box 1892 One Bear Place #97026 [email protected] [email protected] Houston, TX 77251-1892 Waco, TX 76798-7026 Lauren Brookey (713) 348-4427 (254) 710-8412 Lynn Boeding Vice President of External Affairs Robert Allen [email protected] [email protected] Communications Tulsa Community College Senior Director, Tulane Fund, Reunion The John Cooper School Tulsa Community College Foundation Giving Lisa Ashorn Felipe Barrera One John Cooper Drive 6111 East Skelly Drive Tulane University Annual Giving & Business Development Assistant Director of Development The Woodlands, TX 77381 Tulsa, OK 74135-6198 1555 Poydras Street Coordinatori University of Texas at San Antonio (281) 367-0900 (918) 595-7977 Suite 1000 Texas A&M University One UTSA Circle [email protected] [email protected] New Orleans, LA 70112 1246 TAMU San Antonio, TX 78249 (504) 314-7341 College Station, TX 77843-1246 [email protected] Amanda Booren Teri Brooks [email protected] [email protected] Director, Communications & Publications Managing Editor, Periodicals Christopher Batchelder San Jacinto College Foundation University of Texas at Dallas Nicholas Almanza Verna Aucoin President and CEO 4624 Fairmont Parkway 800 W Campbell Road Communications Coordinator Reunion Officer, Tulane Fund Oklahoma State University Suite 212 Richardson, TX 75080 University of Houston Tulane University 201 Conoco Phillips Alumni Ctr Pasadena, TX 77504 (972) 883-4326 4800 Calhoun Rd 1555 Poydras Street Stillwater, OK 74078-1026 (281) 998-6160 [email protected] Houston, TX 77204-2162 Suite 1000 (405) 744-5368 [email protected] (713)743-5891 New Orleans, LA 70112 [email protected] Haley Brorsen [email protected] (504) 314-7631 Emma Bouquet Coordinator of Chapter Relations [email protected] Keturi Beatty Development Officer Oklahoma State University Liza Alonzo Director of Stewardship and Planned Tarleton State University 201 Conoco Phillips Alumni Ctr Associate Director, Community Involvement Jessica Austin Giving Box T-0260 Stillwater, OK 74078-7003 University of Houston - Downtown Alumni Events & Programs Coordinator The Hockaday School Stephenville, TX 76402 (405)744-8923 One Main Street Rice University 11600 Welch Road (254) 968-1872 [email protected] Suite 204-South Resource Development, MS-80 Dallas, TX 75229-2913 [email protected] Houston, TX 77002 PO Box 1892 (940)891-6860 David Broughton (713) 221-8682 Houston, TX 77251-1892 [email protected] Derek Bowman Director of Development - COBA [email protected] (713)348-3658 Director of Principal Gifts University of North Texas [email protected] Carol Bergman Arkansas State University 1155 Union Circle # 311250 Melinda Anderson Development Assistant PO Box 1990 Denton, TX 76203-5017 Executive Director, LSUA Foundation Kate Ayala The Episcopal School of Dallas State University, AR 72467-1990 (940) 891-6855 Louisiana State University at Alexandria CASE ASAP District 4 Representative 4100 Merrell Road (618)453-4883 [email protected] 8100 Highway 71 South University of New Mexico Dallas, TX 75229 [email protected] Alexandria, LA 71302-9121 700 Lomas Blvd NE (214)353-5876 Danny Broussard (318) 619-2916 Albuquerque, NM 87102-2552 [email protected] Heath Bowman Assistant Director of Alumni [email protected] [email protected] Associate Director St. Thomas More Catholic High School Donna Bernard University of Arkansas 450 East Farrel Road Susan Anderson Charles Bacarisse Director, Media Relations 491 N Razorback Rd Lafayette, LA 70503 Director of Special Events Vice President for Development University of Louisiana at Monroe Fayetteville, AR 72701 (337) 988-3700 Oklahoma State University Houston Baptist University 700 University Avenue (479) 575-4842 [email protected] 304 Whitehurst Hall 7502 Fondren Road Monroe, LA 71209-3200 [email protected] Stillwater, OK 74078-1026 Houston, TX 77074 (318)342-5447 Cori Brown (405) 385-5629 (281) 649-3428 [email protected] Amanda Bradford Development Officer [email protected] [email protected] Senior Communications Specialist Tarleton State University Amy Berry New Mexico State University Box T-0260 Darlene Andrews Kristina Bachman Director of Development 3035 Williams Ave Stephenville, TX 76402 Director of Donor Relations Associate Director of Development University of Tulsa Las Cruces, NM 88003 (254) 968-9699 Sam Houston State University University of Texas at Austin 800 S Tucker Drive (575)646-1996 [email protected] University Advancement PO Box 7458 Tulsa, OK 74104 [email protected] Box 2537 Austin, TX 78713-7458 (918) 631-2000 Joanne Brown Huntsville, TX 77341-2537 (512)232-3998 [email protected] Susan Bradford Director of Development (936) 294-3623 [email protected] Exec Dir for Institutional Adv Lamar Institute of Technology [email protected] Charles Bier University of St. Thomas PO Box 10043 Michael Ball Media Relations Specialist 3800 Montrose Boulevard Beaumont, TX 77710 Mitch Andrews Senior Director of Development University of Louisiana at Lafayette Houston, TX 77006-4626 (409) 839-2956 Executive Director, Advancement and University of Mary Hardin-Baylor 104 University Circle (713) 942-3436 [email protected] Alumni Engagement 900 College Street Lafayette, LA 70503 [email protected] Tyler Junior College Belton, TX 76513 (337)482-6397 PO Box 9020 (254) 295-4688 [email protected] Tyler, TX 75711 [email protected] (903) 510-2034 [email protected]
www.caseiv.org facebook.com/casedistrictfour @cased4 35 DELIVER IDEAS. SOLUTIONS. RESULTS. H Registration List
Krystyna Brown Timothy Bynum Courtney Cegers Monica Clem Brandon Cozart Director of Development Director of Development Special Projects Coordinator Director, Development & External Relations Web Designer University of Texas at Austin West Texas A&M University University of Arkansas at Pine Bluff University of St. Thomas Texas A&M University P.O. Box 78713 2501 4th Ave 1200 North University Drive Cameron School of Business 505 George Bush Drive Austin, TX 78713 Canyon, TX 79016-0001 Mail Slot 4981 3800 Montrose Boulevard College Station, TX 77840-2918 (512)475-6134 (806) 651-2069 Pine Bluff, AR 71611 Houston, TX 77006-4626 (979)845-7514 [email protected] [email protected] (870) 575-8858 (713) 525-3115 [email protected] [email protected] Lauren Brown Marcy Cadena-Smith Todd Clower Teri Crawford Communications Coordinator Director, Marketing & Communications Brett Chambers Art Director, Senior Graphic Designer Vice Chancellor Marketing, Public Relations Louisiana State University Collin College Executive Director of Volunteer Relations Hardin-Simmons University & Government Affairs 3838 W Lakeshore Dr 3452 Spur 399 Council for Advancement and Support of Box 16100 San Jacinto College Foundation Baton Rouge, LA 70808-4600 McKinney, TX 75069-8742 Education Abilene, TX 79698-6100 4624 Fairmont Parkway (225)578-3836 (972) 758-3896 1307 New York Avenue, NW [email protected] Suite 210 [email protected] [email protected] Suite 1000 Pasadena, TX 77504 Washington, DC 20005-4701 Connie Cochran (281) 998-6154 Susie Brown Cheryl Cain (202) 478-5649 Executive Director of Alumni Relations and [email protected] Director of Marketing Communications Executive Director Marketing and [email protected] Special Events Tulsa Community College Communications Texas Southern University Monique Crochet 6111 East Skelly Drive Texas A&M University-Kingsville Alyson Chapman Office of Alumni Relations Director Tulsa, OK 74135-6198 MSC 114 Creative Services Manager Hannah Hall, Room 209 Nicholls State University (918) 595-7884 Kingsville, TX 78363 Tarleton State University Houston, TX 77004-5498 PO Box 2158 [email protected] (361) 593-2014 Box T-0730 (713) 313-7606 Thibodaux, LA 70310 [email protected] Stephenville, TX 76402 [email protected] (985) 448-4110 Paul Bryan (254) 968-9404 [email protected] Creative Director Greg Caldwell [email protected] Cynthia Colbert Riley Texas A&M University - Commerce Development Officer Vice President for Advancement Deborah Crofoot-Morley PO Box 3011 Stephen F. Austin State University Bradley Charlesworth University of St. Thomas Director, Development Commerce, TX 75429 PO Box 6092, SFA Station Associate Director / Undergraduate 3800 Montrose Boulevard University of St. Thomas (903) 886-5132 Nacogdoches, TX 75962 Tulane University Houston, TX 77006-4626 3800 Montrose Boulevard [email protected] (936)468-2389 Development Office / Law Office (713) 525-3100 Houston, TX 77006-4626 [email protected] Goldring Waldenberg Hall [email protected] (713) 525-3109 Robert Buchheit New Orleans, LA 70118 Senior Director Gift Planning Brett Calvert (504)862-8018 Ryan Cooney Elaine Crowe University of North Texas Executive Director, Marketing [email protected] Associate Director, Development Communications Coordinator 1155 Union Circle # 311250 University of Texas at San Antonio Louisiana State University Our Lady of the Lake College Denton, TX 76203-5017 One UTSA Circle Kathy Checkley 156 Thomas Boyd Hl 7434 Perkins Road (940) 369-8277 San Antonio, TX 78249-1130 Development Writer Baton Rouge, LA 70803-0001 Baton Rouge, LA 70808 [email protected] (210)458-6160 University of Texas System [email protected] [email protected] [email protected] 210 W 6th St Rachel Bullock Austin, TX 78701-2901 Diane Cooper Holly Cullen Coordinator of TLF Phonathon Activities Erica Campanelli (512)579-5173 Director, Leadership Gifts Assistant Vice Chancellor of University Arkansas Tech University Athletics Development Officer [email protected] University of Texas at Arlington Relations 1509 N Boulder Ave, Adm 209 University of Texas at Tyler UTA Box 19198 Louisiana State University Russellville, AR 72801-7400 3900 University Boulevard Brad Cheves Arlington, TX 76019-0198 3960 W Lakeshore Drive (479)356-2071 Tyler, TX 75799 Vice President, Development & External (817) 272-5276 Baton Rouge, LA 70808 [email protected] (903)566-7081 Affairs [email protected] (225) 578-3872 [email protected] Southern Methodist University [email protected] Cathy Bunch PO Box 750281 Julie Cooper Associate Director of Presidential Jamie Cantara Dallas, TX 75275-0281 Managing Editor, Hill Views Karen Cullinan Scholarship Program Associate Director for Development (214) 768-2667 Texas State University-San Marcos Development Officer University of New Mexico University of Texas at Austin [email protected] University Advancement Texas A&M University - Corpus Christi 700 Lomas Blvd NE University Development Office 601 University Drive - JCK 960 6300 Ocean Drive Albuquerque, NM 87102-2552 PO Box 7458 Amber Childers San Marcos, TX 78666-4615 Unit 5733 (505) 277-5688 Austin, TX 78713-7458 Director of College Advancement (512)245-2925 Corpus Christi, TX 78412-5733 [email protected] (512) 232-5577 College of the Ouachitas [email protected] [email protected] [email protected] One College Circle Kristin Burch Malvern, AR 72104 Larry Cooper Leslie Currie Executive Director of Constiuent Stephanie Carroll (501) 332-0234 Director of Annual Giving Director of Institutional Advancement Development Director, Advancement [email protected] Texas A&M University Texas A&M University System Health University of Houston University of Houston The Association of Former Students Science Center 400 E. Cullen Building 4800 Calhoun Rd Brittany Childs 505 George Bush Drive 301 Tarrow, 7th Floor Houston, TX 77204-2013 Houston, TX 77204-2162 Director of Alumni Relations College Station, TX 77840 College Station, TX 77840 (713) 743-8843 (713)743-8458 University of Texas at Tyler (979) 845-2217 (979) 458-7200 [email protected] [email protected] 3900 University Boulevard [email protected] [email protected] Tyler, TX 75799 Taryn Burnett Chase Carter (903)566-7444 Greg Cortez Michelle Curtis Managing Editor Director Communication [email protected] Director of Data Services Assistant Director of Media & University of Houston - Clear Lake Oklahoma State University University of Texas at San Antonio Communications 2700 Bay Area Blvd. OSU Alumni Association Paul Chouy One UTSA Circle St. Thomas More Catholic High School MC 199 201 Conoco Phillips OSU Alumni Center Photographer San Antonio, TX 78249-1130 450 East Farrel Road Houston, TX 77058-1098 Stillwater, OK 74078 University of Texas at Brownsville (210) 458-7348 Lafayette, LA 70503 (281) 283-2027 (405) 744-2066 1 W University Blvd [email protected] (337) 988-3700 [email protected] Brownsville, TX 78520-4933 [email protected] Nikki Buskey (956)882-8226 Suzann Couts Nicholls State University Randy Cassimus [email protected] Director Courtney Dale PO Box 2100 Associate Director of Alumni Affairs and McMurry University Director, Development Communications Thibodaux, LA 70310 Community Development Jewelette Christopher Box 938 McMurry Station & Strategy (985)448-4008 Oklahoma City Community College Assistant Director Development Abilene, TX 79697 Baylor University [email protected] 7777 S. May Avenue University of Texas Health Science Center (325)793-4608 One Bear Place #97026 Oklahoma City, OK 73159 At Houston [email protected] Waco, TX 76798-7026 Vicki Butler (405)682-1611 EXT 7478 7000 Fannin (254) 710-8216 Associate Director, Communications Center [email protected] Houston, TX 77030 Brandy Cox [email protected] Southern Arkansas University (713) 500-3044 Sr. Director of Development for Univ. 100 East University Catie Caton [email protected] Programs Marci Dallas Magnolia, AR 71753 Special Events Coordinator Oklahoma State University Director of Planned Giving (870) 235-4026 East Central University Robyn Clark OSU Foundation Holocaust Museum Houston [email protected] 1100 East 14th Street Graphic Designer 400 S. Monroe 5401 Caroline Street PMB Y-8 University of Central Arkansas Stillwater, OK 74074 Houston, TX 77004 Tom Buttine Ada, OK 74820 201 Donaghey Avenue (405)385-0715 [email protected] Corporate Relations Coordinator (580) 559-5611 Conway, AR 72035 [email protected] Development Officer [email protected] [email protected] Wayne Davenport Austin College Paul Cox Senior Director of Development 900 North Grand Avenue Patrick Cawiezell Todd Clark Assoc Dir. Major Gifts Texas A&M University - Commerce Sherman, TX 75090-4400 Coordinator of Annual Giving Director of Web Communications Trinity University PO Box 3011 (903) 813-2000 University of Tulsa Arkansas State University One Trinity Place Commerce, TX 75429 [email protected] 800 S Tucker Drive PO Box 2220 San Antonio, TX 78212-7200 (903) 468-8182 Tulsa, OK 74104 State University, AR 72467 (210)999-8058 [email protected] (918)631-3514 (870) 972-2586 [email protected] [email protected] [email protected]
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 36 H IDEAS. SOLUTIONS. RESULTS. DELIVER Registration List
Miranda Davis Ray Dent Gigi Ekstrom Cheryl Evans Jena FR Development Associate Director of Development and Alumni Director of Marketing and Community President Stewardship Officer All Saints Episcopal School Relations Relations Northern Oklahoma College Centenary College of Louisiana 2695 SSW Loop 323 Lakehill Preparatory School Lakehill Preparatory School 1220 E. Grand Avenue PO Box 41188 Tyler, TX 75701 2720 Hillside Drive 2720 Hillside Drive PO Box 310 Shreveport, LA 71134-1188 (903)579-6000 Dallas, TX 75214 Dallas, TX 75214 Tonkawa, OK 74653 (318)869-5008 [email protected] (214)826-2931 (214) 826-2931 (580) 628-6201 [email protected] [email protected] [email protected] [email protected] Pamela Davis Kevin Fralicks Director, Chapter Relations Brook Dickison Farah Ellenbogen Jessica Evans Senior Director of Development Oklahoma State University Annual Fund Coordinator Assistant Director of Development & Director of Development University of Mary Hardin-Baylor 304 Whitehurst Hall Angelo State University Alumni Relations Tarleton State University 900 College Street Stillwater, OK 74078-1026 2601 West Avenue N University of Texas at Dallas Box T-0260 Belton, TX 76513 (405) 640-5511 San Angelo, TX 76909 800 W Campbell Road Stephenville, TX 76402 (254) 295-4279 [email protected] (325) 942-2116 Richardson, TX 75080 (254) 968-9857 [email protected] [email protected] (972) 883-6207 [email protected] Tommye Lou Davis [email protected] Donald Fraser Vice President for Constituent Engagement Susan Diederich Julie Falcon Director of Alumni Relations Baylor University Director, Annual Giving Rhonda Ellisor Director of Development Tyler Junior College One Bear Place #97026 University of Texas Health Science Center Director of Major Gifts Houston Community College PO Box 9020 Waco, TX 76798-7026 At Houston Sam Houston State University Houston Community College Foundation Tyler, TX 75711 (254) 710-8319 7000 Fannin, Suite 1200 Office of University Advancement 3100 Main Street 12th Floor (903)510-2371 [email protected] Houston, TX 77030 Box 2537 Houston, TX 77002 [email protected] (713) 500-3387 Huntsville, TX 77341-2537 (713) 718-8486 William Davis [email protected] (936) 294-4050 [email protected] Lindsay Fredenburg Director of Strategic Initiatives [email protected] Assistant Director Relationship Louisiana State University Laura Dols Howard Farrell Management 156 Thomas Boyd Hl Communications and Gala Coordinator Kris Elmore VP, University Advancement & Public Affairs University of Mary Hardin-Baylor Baton Rouge, LA 70803-0001 Annunciation Orthodox School Associate Director of Development Midwestern State University 900 College Street [email protected] 3600 Yoakum Boulevard Louisiana State University Midwestern State University Foundation UMHB Box 8409 Houston, TX 77006 2990 West Lakeshore Drive 3410 Taft Blvd. Belton, TX 76513 Stephanie Davison (713)470-5600 EXT 5665 Baton Rouge, LA 70808 Witchita Falls, TX 76308 (254) 295-5533 Director of Alumni Relations [email protected] (225) 578-6416 (940) 397-4782 [email protected] Southeastern Oklahoma State University [email protected] [email protected] Alumni Association Edna Dominguez Logan Freeman 1405 N. 4th Street Assistant VP for Student Affairs Bea Emanuel-Sims Misty Fath Director of Information Technology PO Box 4187 University of Texas at Austin Director of Development Administrative Assistant, Development and Texas A&M University Durant, OK 74701 2304 Whitis Ave Stop G5000 Houston Community College Community Relations 1246 TAMU (580)745-2267 Austin, TX 78712-1659 3100 Main 12th Floor Suite 12BB12 Northern Oklahoma College College Station, TX 77843-1246 [email protected] (512)471-1133 Houston, TX 77002 1220 E. Grand Avenue [email protected] [email protected] (713)718-6379 PO Box 310 Allison Dawson [email protected] Tonkawa, OK 74653 Amy Freiberger Director of Development Lisa Doyle (580) 628-6214 Executive Director of Alumni Relations Austin College Associate Director of Development Hank Emery [email protected] University of Tulsa 4100 Merrell Road University of Texas MD Anderson Cancer Director, Alumni Relations & Annual Giving 800 S Tucker Drive Dallas, TX 75229 Center University of St. Thomas Erin Feller Tulsa, OK 74104 (214) 353-5808 PO Box 301439 3800 Montrose Boulevard Development Officer - College of Business (918) 631-3727 [email protected] Houston, TX 77230-1439 Houston, TX 77006-4626 & Technology [email protected] (713) 563-4084 (713) 525-3111 Northeastern State University Jace Dawson [email protected] [email protected] 812 N Cedar Marjorie French Vice President - CPO Tahlequah, OK 74464-2399 Vice President for University Advancement Oklahoma State University Chris Drake Mike Emery (918) 458-2143 University of Texas at San Antonio 304 Whitehurst Hall Assistant Director of Development Senior Media Relations Specialist [email protected] One UTSA Circle Stillwater, OK 74078-1026 Grace Community School University of Houston San Antonio, TX 78249-1130 (405)744-5550 3001 University Blvd 4800 Calhoun Rd Phyllis Finley (210) 458-4132 [email protected] Tyler, TX 75701 Houston, TX 77204-2162 Donor Records Specialist [email protected] (903)566-5678 EXT 154 [email protected] Sam Houston State University Laurie Dean [email protected] Box 2537 Michael Frick Director of Development Operations & Rachel Emmanuel Wallace Huntsville, TX 77341-2537 President, Foundation Public Relations Claire Drake Louisiana State University Alumni [email protected] Dini Spheris University of the Southwest Executive Assistant to the President Association 2727 Allen Parkway Suite 1650 6610 Lovington Hwy Louisiana State University Alumni Lod Cook Alumni Center Kim Fischer Houston, TX 77019 #501 Association 3838 W Lakeshore Drive Director of Development/College of (720)612-6420 Hobbs, NM 88240-9986 3838 W Lakeshore Dr Baton Rouge, LA 70808 Sciences [email protected] (575) 492-2108 Baton Rouge, LA 70808-4600 University of Texas at San Antonio [email protected] (225)578-3882 Anne Englert One UTSA Circle Thom Fronek [email protected] Director Alumni Programs San Antonio, TX 78249-1130 Assistant Vice President of Development Lynne Dean University of Texas at San Antonio (210) 458-7672 Louisiana State University Alumni Director of Institutional Advancement Mallory Driggers One UTSA Circle [email protected] Association Alamo Community College District Senior Alumni Relations Officer San Antonio, TX 78249-1130 Lod Cook Alumni Center Foundation, Inc. New Mexico State University (210) 458-7228 James Fisher 3838 W Lakeshore Drive 201 W Sheridan, Bldg C-3 PO Box 30001 [email protected] Director, Ad Sales Baton Rouge, LA 70808 San Antonio, TX 78204-1429 MSC 3AS Louisiana State University Alumni (210)486-4135 Las Cruces, NM 88003-8001 Vanner Erikcon Association Muriel Funches [email protected] (575) 646-5573 Assistant Director of Alumni and Lod Cook Alumni Center Executive Director of Advancement JHJ [email protected] Development 3838 W Lakeshore Drive School of Business Ken Dedominicis Northwestern State University of Louisiana Baton Rouge, LA 70808 Texas Southern University VP for Institutional Advancement Marcus Dunkin 535 University Parkway 3100 Cleburne Street Our Lady of the Lake College Advancement Specialist Natchitoches, LA 71497 Craig Foster Houston, TX 77004 5414 Brittany Drive Grace School [email protected] Officer (713)313-6750 Baton Rouge, LA 70808 10219 Ella Lee Lane Baylor Health Care System Foundation [email protected] (832)215-1240 Houston, TX 77042 Rosa Escobedo 3600 Gaston Avenue, Suite 100 [email protected] (713)782-4421 EXT 5020 Administrative Coordinator Dallas, TX 75246 Sara Furr [email protected] University of North Texas Dallas (214)820-8196 Director of Regional Giving Carmina Del Pilar 7300 University Hills Blvd. [email protected] Oklahoma State University University of Texas MD Anderson Cancer Kent Dunson Dallas, TX 75241 PO Box 1749 Center Development Associate (972)780-3647 Michael Foster Stillwater, OK 74076-1749 PO Box 301439 Hendrix College [email protected] Videographer (405) 863-9538 Houston, TX 77230-1439 1600 Washington Avenue Sam Houston State University [email protected] (713)792-3450 EXT 8669 Conway, AR 72032-3080 Roya Esfandi Box 2537 [email protected] (501)450-1357 Director, Advancement Services & Donor Huntsville, TX 77341-2537 Gloria Gallardo [email protected] Relations [email protected] Director of Communications and Public Bob Denman University of St. Thomas Affairs Vice Chancellor forAdvancement Jerrod Edelhauser 3800 Montrose Boulevard Dane Fowlkes Texas A&M University - Corpus Christi University of Arkansas at Little Rock Texas A&M University - Commerce Houston, TX 77006-4626 Director of Major Gifts Institutional Advancement 2801 S. University PO Box 3011 (713) 942-3415 East Texas Baptist University 6300 Ocean Drive Little Rock, AR 72204-1099 Commerce, TX 75429 [email protected] 1209 North Grove Corpus Christi, TX 78412-5503 (501) 569-3194 (903)886-5846 Marshall, TX 75670-1498 (361) 825-2427 [email protected] [email protected] (254) 495-4170 [email protected] [email protected]
www.caseiv.org facebook.com/casedistrictfour @cased4 37 DELIVER IDEAS. SOLUTIONS. RESULTS. H Registration List
Rosie Garcia Shamika Glover Gabrielle Griffin Charlotte Hambrick Mark Heffington Director of Development Resource Development Specialist Database Mgr & Stewardship Coordinator Director of Endowment Compliance and Software Support Specialist University of the Incarnate Word Humble ISD Education Foundation The Episcopal School of Dallas Development Operations University of Central Arkansas 4301 Broadway, CPO 317 PO Box 2000 4100 Merrell Road University of Texas System 201 Donaghey Ave San Antonio, TX 78209 Humble, TX 77347-2000 Dallas, TX 75229 210 W 6th Street, Suite 1.342 Wingo Hall 215 (210) 829-6072 (281)641-8082 (214)353-5860 Austin, TX 78701 Conway, AR 72035 [email protected] [email protected] [email protected] (512) 499-4346 (501) 450-3431 [email protected] [email protected] Michael Garner Rick Goins Lee Griffin Vice President of Business & CFO Director, Alumni Association President & CEO, LSU Foundation Kelcey Hamilton Andrew Heger Louisiana State University Alumni University of Arkansas, Fort Smith Louisiana State University Annual Fund & Stewardship Senior Communications Specialist Association 5210 Grand Avenue 2828 W Lakeshore Dr St. Mark's School of Texas University of Texas Health Science Center 3838 W Lakeshore Drive PO Box 3649 Baton Rouge, LA 70808 10600 Preston Road At Houston Baton Rouge, LA 70808 Fort Smith, AR 72913-3649 (225) 578-3811 Dallas, TX 75230 7000 Fannin (225) 578-3827 (479)788-7026 [email protected] (214) 346-8226 Suite 1200 [email protected] [email protected] [email protected] Houston, TX 77030 Heidi Griswold (713) 500-3087 Porter Garner Patrick Gonzales Director of Development, College of Melani Hamilton [email protected] President & CEO, Association of Former Associate Director Agriculture, Food & Natural Resources Communications Manager Students Texas Tech University University of Missouri - Columbia University of Tulsa Krista Heide Texas A&M University Communications & Marketing 400 South Monroe 800 S Tucker Drive Director of Development 505 George Bush Drive Box 42022 Stillwater, OK 74074 Tulsa, OK 74104 Holocaust Museum Houston College Station, TX 77840-2918 Lubbock, TX 79409 (405)385-5656 (918)596-2752 5401 Caroline Street (979) 845-7514 (806) 742-2136 [email protected] [email protected] Houston, TX 77004 [email protected] [email protected] [email protected] John Grubb Steve Hammer Michael Garrity Veronica Gonzales Director of Advancement Executive Assistant Keri Hendon Media Specialist, Marketing,& Vice President for University Advancement Louisiana State University Alumni Holocaust Museum Houston Development Associate University of Houston University of Texas - Pan American Association 5401 Caroline Street All Saints Episcopal School 4800 Calhoun Rd 1201 West University Drive College of Science Houston, TX 77004 2695 SSW Loop 323 Houston, TX 77204-2162 Edinburg, TX 78539 336 Hatcher Hall (713)942-8000 Tyler, TX 75701 [email protected] (956) 665-5301 Baton Rouge, LA 70803 [email protected] (903)579-6000 EXT 1118 [email protected] (225) 578-2935 [email protected] Amanda Garza Jewel Hampton Alumni & Development Officer Joann Gonzalez Alice Guedry Director of Design Denise Hensley Texas A&M University - Corpus Christi Prospect Research Stewardship Alumni Associate Director fo Development Louisiana State University Senior Director, Constituent Strategies 6300 Ocean Drive Officer Our Lady of Fatima School 3960 W. Lakeshore Dr. Baylor College of Medicine Unit 5733 Texas A&M University-San Antonio 2315 Johnson St Baton Rouge, LA 70808 One Baylor Plaza Corpus Christi, TX 78412-5733 1450 Gillette Blvd Lafayette, LA 70503 (225) 578-3878 Houston, TX 77030 [email protected] San Antonio, TX 78224 (337)235-2464 [email protected] (713) 798-9115 (210)784-1100 [email protected] [email protected] Lori Garza [email protected] April Hampton Perez Director of Engagement Sabra Guerra Senior Director of University Relations – Cecilee Herd Texas A&M University - Corpus Christi Robert Graham Assistant VP for Development Gift & Estate Planning Vice President 6300 Ocean Drive Alumni Coordinator Tarleton State University Southwestern University Texas A&M University Unit 5733 Eastern New Mexico University Tarleton State University Foundation PO Box 770 505 George Bush Dr Corpus Christi, TX 78412-5733 1500 S. Avenue K Box T-0260 Georgetown, TX 78627-0770 College Station, TX 77843-1246 (361) 825-2352 Portales, NM 88130 Stephenville, TX 76402 (512) 863-1485 (979) 845-7514 [email protected] (575) 562-2125 (254) 968-9770 [email protected] [email protected] [email protected] [email protected] Adriana Garza-Flores Russ Hancock Cami Highers Social Media & Engagement Manager Dale Green Jason Guilbeau Director of Pubs/Photographer Stewardship and Annual Giving Texas A&M University-Kingsville Director of Marketing and Membership Assistant Director of Alumni Affairs University of Central Arkansas Coordinator Campus Box 173 Stephen F. Austin State University University of New Orleans UCA Box 4986 Northeastern State University Kingsville, TX 78363 PO Box 6096, SFA Station 2000 Lakeshore Dr Conway, AR 72035 601 North Grand Avenue (361)593-4979 Nacogdoches, TX 75962 New Orleans, LA 70122-3520 (501) 450-5284 Tahlequah, OK 74464-2399 [email protected] (936) 468-3407 (504)280-6394 [email protected] (918)456-5511 EXT 4215 [email protected] [email protected] [email protected] Julie Gaynor Jessica Harbin Director of Marketing and Public Hayley Green Ronald Gunden Director of Annual Giving Karina Hillanbrand Information Development Writer Partner Jesuit College Preparatory School Development Assistant Midwestern State University Rice University Gonser Gerber LLP 12345 Inwood Road University of Texas at San Antonio 3410 Taft Boulevard Resource Development, MS-80 1776 Legacy Cir Ste 100 Dallas, TX 75244 One UTSA Circle Wichita Falls, TX 76308 PO Box 1892 Naperville, IL 60563-1673 (972) 387-8700 San Antonio, TX 78249-1130 (940) 397-4352 Houston, TX 77251-1892 (630) 505-1433 [email protected] (210)458-6632 [email protected] (713)348-4481 [email protected] [email protected] [email protected] Michael Hardy Rebecca Gentry Brittany Guthrie Manager of Internal Reporting Lason Hines Executive Director, Campaign Strategic Heather Green Coordinator of Campus Programs Texas A&M University Director Initiatives Director, Development Communications Texas A&M University 505 George Bush Drive Prairie View A&M University University of Houston University of Texas at San Antonio 1246 TAMU College Station, TX 77840-2918 PO Box 519 4800 Calhoun Rd One UTSA Circle College Station, TX 77843-1246 (979)845-7514 Prairie View, TX 77446-0519 Houston, TX 77204-2162 San Antonio, TX 78249-1130 [email protected] [email protected] (936)261-9836 [email protected] (210) 458-5155 [email protected] [email protected] Debra Guzman Kristen Harris-Bridwell Donna Gilbert Director of Alumni and Advancement Coordinator of Social and Visual Media Rachel Hobson Assistant Director, Alumni Association Aimee Greene Relations Hardin-Simmons University Coordinator of Social Media and Sam Houston State University Director, Advancement Services & Donor Our Lady of the Lake University Box 16100 Communications Box 2022 Relations 411 SW 24th Street Abilene, TX 79698-6100 University of Houston - Clear Lake Huntsville, TX 77341-2022 Our Lady of the Lake College San Antonio, TX 78207 (325)670-1318 UHCL - Box 43 (936) 294-3924 5414 Brittany Drive (210) 434-6711 [email protected] 2700 Bay Area Blvd. [email protected] Baton Rouge, LA 70808 [email protected] Houston, TX 77058-1098 (225)490-1652 Ann Hatch [email protected] Dawn Gillespie [email protected] Pattie Haga District Director, Media Relations Director of Board Services Vice President & COO Dallas County Community College District Judy Hodges Holocaust Museum Houston Patrick Greener Oklahoma State University 1601 South Lamar University Advancment Coordinator 5401 Caroline Street Phonathon Coordinator OSU Alumni Association Dallas, TX 75215-1816 Southeastern Oklahoma State University Houston, TX 77004 University of the Incarnate Word 201 Conoco Phillips OSU Alumni Center (214) 378-1819 Alumni Association [email protected] 4301 Broadway Stillwater, OK 74078 [email protected] 1405 N. 4th Street San Antonio, TX 78209 (405) 744-2881 PO Box 4187 Jeffrey Girala (210) 829-2748 [email protected] Anjelica Hayes Durant, OK 74701 Publications Manager [email protected] Community Relations Coordinator (580) 745-2236 Grace School Christa Hall Grace School [email protected] 10219 Ella Lee Lane Kathryn Greenwade Assistant Director of Alumni Relations 10219 Ella Lee Lane Houston, TX 77042 VP for Communications and Human Houston Baptist University Houston, TX 77042 Susan Holliday (713)782-4421 EXT 6612 Resources, The Assoc of Former Students 7502 Fondren Road (713)782-4421 Relationship Manager [email protected] Texas A&M University Houston, TX 77074 [email protected] Northwestern Oklahoma State University 505 George Bush Dr (281)649-3487 709 Oklahoma Boulevard College Station, TX 77843-1246 [email protected] Alva, OK 73717-2799 (979) 862-7514 (580) 327-8592 [email protected] [email protected]
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 38 H IDEAS. SOLUTIONS. RESULTS. DELIVER Registration List
Clayton Hollingsworth Austin College Jill Jacobs Thomas Joyner Kaiti Kling Director of Development 900 North Grand Avenue Executive Director of Development President/CEO Senior Director of Development Prince of Peace Christian School Suite 6G Texas A&M University - Corpus Christi The Tom Joyner Foundation Baylor College of Medicine 4000 Midway Road Sherman, TX 75090-4400 6300 Ocean Drive 13760 Noel Road One Baylor Plaza Carrollton, TX 75007 (903) 813-2196 Unit 5733 Suite 750 MS: BCM 160 (972)598-1108 [email protected] Corpus Christi, TX 78412-5733 Dallas, TX 75240 Houston, TX 77030 [email protected] (361)825-2763 (972) 789-5869 (713) 798-4058 Brooks Hull [email protected] [email protected] [email protected] Adrianne Holmes Vice President for Institutional Competitive Grants Coordinator Advancement Sophia James Karen Kaplan Kimberly Klotz Humble ISD Education Foundation Austin College Director of Advancement Services Assistant Vice President Graphic Designer PO Box 2000 900 North Grand Avenue, Suite 6G Houston Community College University of Texas Health Science Center University of Central Arkansas Humble, TX 77347-2000 Sherman, TX 75090-4400 Houston Community College Foundation At Houston 201 Donaghey Avenue (281)641-8141 (903) 813-2232 3100 Main Street 12th Floor, MC 1148 7000 Fannin Conway, AR 72035 [email protected] [email protected] Houston, TX 77002 Suite 1200 [email protected] (713) 718-8488 Houston, TX 77030 Frank Holmes Amy Hultquist [email protected] (713) 500-3045 Mark Knight Vice President for University Advancement Alumni and Annual Giving Officer [email protected] Advancement Research & Communications Sam Houston State University Southern Methodist University Wendell Jeffreys Specialist Office of University Advancement PO Box 750281 Director of College Development Barbara Kasper University of Central Arkansas Box 2537 Dallas, TX 75275-0281 Texas Tech University Vice President, The Association of Former 201 Donaghey Avenue Huntsville, TX 77341-2537 (214)768-4748 College of Arts and Sciences Students Conway, AR 72035 (936) 294-3625 [email protected] Box 41034 Texas A&M University (501) 450-5292 [email protected] Lubbock, TX 79409-1034 505 George Bush Drive [email protected] Daphne Hunt (806) 742-3833 College Station, TX 77840-2918 Marty Holmes Director of Web Services [email protected] (979) 845-7514 Jimmy Knioum Vice President, Association of Former Tarleton State University [email protected] Associate Director, College Relations Students Box T-0415 Josh Jenkins Del Mar College Texas A&M University Stephenville, TX 76402 Manager of Web Communications and Josh Kee 101 Baldwin Blvd 505 George Bush Drive (254)968-1852 Online Marketing Director of Major Gifts Corpus Christi, TX 78404-3897 College Station, TX 77840 [email protected] Southern Arkansas University Southern Arkansas University (361) 698-1247 (979) 845-7514 PO Box 9409 PO Box 9174 [email protected] [email protected] Richie Hunter Magnolia, AR 71754-9409 Magnolia, AR 71754-9174 Associate Vice President for Marketing & (870)235-5165 (870) 235-4321 Susan Kolodziejczyk Alex Hopkins Communicationsi [email protected] [email protected] Director of Development Director of Alumni Affairs University of Houston University of Mary Hardin-Baylor Baylor College of Medicine 4800 Calhoun Rd Danny Johnson Heath Kelly 900 College Street One Baylor Plaza Houston, TX 77204-2162 Director of Alumni Services Assistant Director of Publications Belton, TX 76513 Houston, TX 77030 [email protected] Northeastern State University Arkansas State University (254) 295-4173 [email protected] 812 North Cedar Ave. PO Box 2220 [email protected] Kent Huntsman Tahlequah, OK 74464-2399 State University, AR 72467 Jan Hopson Associate Vice President for University (918) 444-4211 (870) 972-2136 James Kramer Director of Gift Planning Services Relations – Gifts [email protected] [email protected] Director of Development University of Texas System Southwestern University Jesuit College Preparatory School 210 W 6th Street, Suite 1.208 PO Box 770 P. David Johnson Julie Kelton Communication and Donor Relations Austin, TX 78701 Georgetown, TX 78627 Associate Vice President - Project Manager 12345 Inwood Road (512) 499-4300 (512) 863-1235 Communications & Marketing Texas Christian University Dallas, TX 75244 [email protected] [email protected] University of Texas at Arlington TCU Box 297044 (972) 387-8700 Davis Hall, Room 411 Fort Worth, TX 76129 [email protected] Janice Horak Laura Hutyra 701 South Nedderman [email protected] Asst. Vice President External Relations Campaign Manager Arlington, TX 76019-0116 Lauren LaGrappe Tarleton State University All Saints' Episcopal School (817)272-9192 Mike Kemp Alumni Outreach & Communications PO Box T-0415 9700 Saints Circle [email protected] University Photographer Coordinator Tarleton State University Fort Worth, TX 76108 University of Central Arkansas University of St. Thomas Stephenville, TX 76402-0001 (817) 560-5700 Patrina Johnson UCA Box 4986 3800 Montrose Boulevard (254) 968-9071 Director of Advancement Services Conway, AR 72035 Houston, TX 77006-4626 [email protected] Charlotte Huval Centenary College of Louisiana (501) 450-3112 (713)525-3100 EXT 3407 Registrar/ Alumni Affairs PO Box 41188 [email protected] [email protected] Shelly Horn Our Lady of Fatima School Shreveport, LA 71134-1188 Assistant Director of Development 2315 Johnson St (318) 869-5599 Jana Kennelly Deborah Lake University of Texas at San Antonio Lafayette, LA 70503 [email protected] Director of Development, College of Media Relations Manager 5723 University Heights (337)235-2464 Engineering University of Texas Health Science Center Suite 400 [email protected] Aaron Jones University of Texas at San Antonio At Houston San Antonio, TX 78249-1130 Coordinator of Alumni Communications One UTSA Circle 7000 Fannin (210) 458-5520 Marissa Hyde & Activities San Antonio, TX 78249-1130 Houston, TX 77030 [email protected] Web and Print Content Coordinator Arkansas Tech University (210) 458-5125 (713)500-3304 Eastern New Mexico University Alumni House [email protected] [email protected] Jessee Horwedel 1500 S. Avenue K 1313 N. Arkansas Avenue Creative Services Specialist Portales, NM 88130 Russellville, AR 72801 Eileen Kenney LaCresha Lamb Tarleton State University [email protected] (479) 964-3234 Development Coordinator Assistant Director, Alumni Regional and Box T-0415 [email protected] Tulsa Community College Constituent Groups Stephenville, TX 76402 Joe Izbrand 6111 East Skelly Drive Rice University (254)968-9553 Chief Communications Officer Ginny Jones Tulsa, OK 74135-6198 6100 Main St [email protected] University of Texas at San Antonio Associate Director of Development (918) 595-7000 Houston, TX 77005-1827 One UTSA Circle Rice University [email protected] (713)348-4270 Maureen Howard San Antonio, TX 78249-1130 Office of Development, MS-81 [email protected] Director of University Communications (210) 458-8754 PO Box 1892 Taylor Kidd New Mexico State University [email protected] Houston, TX 77251-1892 Associate Director of University Relations Liz Landry MSC 3K, PO Box 30001 (713) 348-2096 - Gift Programs Executive Assistant to the President Las Cruces, NM 88003-8001 Michelle Jabbour [email protected] Southwestern University University of Louisiana at Lafayette (575) 646-3221 Special Events Coordinator 1001 East University Avenue PO Drawer 41008 [email protected] University of St. Thomas Tracy Jones Georgetown, TX 78626 Lafayette, LA 70504-1008 3800 Montrose Boulevard Director, Direct Mail (512)863-1239 (337) 482-6203 Shannon Howard Houston, TX 77006-4626 Louisiana State University Alumni [email protected] [email protected] Executive Assistant to the Executive (713)525-3100 Association Director/ CEO TAMUK Foundation, Inc. [email protected] 3838 W Lakeshore Drive Selina Kieschnick Ashley Larrabee Texas A&M University-Kingsville Baton Rouge, LA 70808 Executive Director, Development and Director of Marketing 825 W. Santa Gertrudis Linda Jackson (225) 578-3838 Marketing Texas A&M University - Corpus Christi Kingsville, TX 78363 Director of Public Relations & Marketing [email protected] Texas A&M University-Kingsville 6300 Ocean Dr Unit 5726 (361)593-2208 Huston-Tillotson University Campus Box 173 Corpus Christi, TX 78412-5599 [email protected] 900 Chicon Street Paula Jonse Kingsville, TX 78363 (361)825-3020 Austin, TX 78702-2795 Associate Vice President for IA, Executive (361)593-3301 [email protected] Jenni Huffenberger (512) 505-3006 Director of Alumni Engagement [email protected] Communication Manager [email protected] Austin College Michael Larson University of Texas at Dallas 900 North Grand Avenue Whitney King Director of Advancement 800 W Campbell Road Keli Jacobi Suite 6G Development Officer The Fay School Richardson, TX 75080 Senior News Writer/Editor Sherman, TX 75090-4400 University of Texas at Tyler 105 North Post Oak Lane (972) 883-2155 University of Arkansas at Little Rock (903) 813-2389 3900 University Blvd Houston, TX 77024 7126 Calion Hwy [email protected] Tyler, TX 75799-6600 (713) 681-8300 Victoria Hughes El Dorado, AR 71730 (903)566-7384 [email protected] Associate Director of Alumni (870) 748-2555 [email protected] Communications
www.caseiv.org facebook.com/casedistrictfour @cased4 39 DELIVER IDEAS. SOLUTIONS. RESULTS. H Registration List
Danielle Lavie ohn Lippincott Sherri Macwillie Christine Martinez Kathy McNally Development Office Manager President Administrative Coordinator, Center for Young Alumni & Student Programs Sr. Director of Development Saint Paul's School Council for Advancement and Support of Teaching Excellence Coordinator Oklahoma State University 917 S Jahncke Ave Education Texas A&M University Trinity University 400 S. Monroe Covington, LA 70433-3724 1307 New York Avenue, NW 1246 TAMU One Trinity Place Stillwater, OK 74074 (985)892-3200 EXT 1270 Suite 1000 College Station, TX 77843-1246 Alumni Relations (405) 385-5606 [email protected] Washington, DC 20005-4701 (979)862-1655 San Antonio, TX 78212 [email protected] (202) 478-5655 [email protected] (210) 999-8405 Kara Lawrence [email protected] [email protected] Jeremiah McNichols Alumni Relations Coordinator Laura Madelone Communications Director University of North Texas Health Science Amy Loafman Director of Alumni Affairs Lisa Martinez Texas A&M University System Health Center Assistant Director of Annual Giving SUNY Oneonta Interim Executive Director Science Center 3500 Camp Bowie Boulevard Wayland Baptist University Office of Alumni Affairs Texas A&M University - Commerce 301 Tarrow, 7th Floor Fort Worth, TX 76107 1900 West 7th Street 128 ALumni Hall PO Box 3011 College Station, TX 77840 (817)735-2445 EXT 2278 Plainview, TX 79072-6998 Oneonta, NY 13820-4015 Commerce, TX 75429 (979) 458-7200 [email protected] (806)291-3602 (607) 436-3191 (903) 468-8175 [email protected] [email protected] [email protected] [email protected] Beth Lee Tina Medlin Manager of Donor Relations Brandice Lockett Chris Maggio Jason Marton Assistant Vice President of Institutional University of Houston Director of Marketing Dean of Student Affairs Public Relations Coordinator Advancement 4800 Calhoun Rd Grace School Northwestern State University of Louisiana Texas A&M University-Kingsville University of St. Thomas Houston, TX 77204-2162 10219 Ella Lee Lane NSU Student Union 700 University Blvd 3800 Montrose Boulevard [email protected] Houston, TX 77042 Natchitoches, LA 71497 MSC 114 Houston, TX 77006-4626 [email protected] (318) 357-4414 Kingsville, TX 78363 [email protected] Katy Lee [email protected] (512) 593-3901 Coordinator of Constituent Networks & Brenda Long [email protected] Mike Melcher Young Alumni Director of Alumni & Community Relations Kathy Major Executive Director of Corporate & The Association of Former Students Texas A&M University System Health Executive Director of Communications Brad Mashburn Fundraising Gifts 505 George Bush Drive Science Center University of Houston Development Associate Wayland Baptist University College Station, TX 77840-2918 110 Joe H Reynolds Medical Building 214 Science & Research Bldg 1 East Texas Baptist University 1900 West 7th Street (979)845-7514 College Station, TX 77843-1114 Houston, TX 77204-5008 1209 North Grove CMB 621 [email protected] (979) 845-8526 (713) 743-4023 Marshall, TX 75670-1498 Plainview, TX 79072 [email protected] [email protected] (903)923-2043 (806) 291-3431 Loraine Lee [email protected] [email protected] Manager of College Relations and Genevieve Lopez Donna Makkhavane Partnerships Asst. Director of Annual Giving Special Events/Marketing Coordinator Eunice McCarney Anthony Meyer The Tom Joyner Foundation University of Texas at San Antonio West Texas A&M University Annual Giving Director Senior Director of Development 13760 Noel Road 1 Utsa Cir 2501 4th Avenue Our Lady of the Lake College Louisiana State University Suite 750 San Antonio, TX 78249-1644 WTAMU Box 60999 7434 Perkins Road College of Engineering Dallas, TX 75240 (210)458-5157 EXT 5157 Canyon, TX 79016-0001 Baton Rouge, LA 70808 3176 Patrick F. Taylor Hall (214)722-2814 [email protected] (806)651-2990 (225)490-1605 Baton Rouge, LA 70803 [email protected] [email protected] [email protected] (225) 578-3456 David Loyless [email protected] Lona Leigh Assistant Vice President of Development Patricia Malone C. Richard McKelvey Baylor College of Medicine Rice University Coordinator of Campus Programs Vice President for University Relations Lindsay Miles One Baylor Plaza Resource Development, MS-80 Texas A&M University Southwestern University Program Coordinator Houston, TX 77030 PO Box 1892 505 George Bush Drive PO Box 770 Texas A&M University (713)798-9093 Houston, TX 77251-1892 College Station, TX 77840-2918 Georgetown, TX 78627 3126 Tamu [email protected] (979) 845-7514 (512) 863-1484 College Of Engineering Julie Lucas [email protected] [email protected] College Station, TX 77843-3126 Felicia Lewis Assistant Director for Development (979)862-3062 Manager, Annual Fund University of Texas at Austin Matt Manning Teri McKinley [email protected] Prairie View A&M University University Development Office President Community Relations Associate PO Box 519 PO Box 7458 Information Evolution East Texas Baptist University Andi Miller MS 1200 Austin, TX 78713-7458 1601 East Fifth Street #109 1209 North Grove Texas A&M University - Commerce Prairie View, TX 77446-0519 (512) 475-9636 Austin, TX 78702 Marshall, TX 75670-1498 PO Box 3011 (936) 261-1591 [email protected] [email protected] (903)923-2070 Commerce, TX 75429 [email protected] [email protected] (903)468-8171 JoAnn Lucero Jessica Mannon [email protected] James Lewis Senior Associate Director of University Annual & Alumni Giving Officer Jeffery McLain Executive Vice President for Development Relations - Alumni and Parents Southern Methodist University Senior Vice President for Development Jeanette Miller Big Brothers Big Sisters of America Southwestern University PO Box 750281 Louisiana State University Development Assistant 450 E. John Carpenter Fwy Ste 300 PO Box 770 Dallas, TX 75275-0281 LSU Foundation University of Texas at San Antonio Irving, TX 75062 Georgetown, TX 78627-0770 (214) 768-1722 3838 West Lakeshore Drive One UTSA Circle (972)573-2354 (512) 863-1589 [email protected] Baton Rouge, LA 70808 San Antonio, TX 78249-1130 [email protected] [email protected] (225) 578-3811 (210) 458-7912 Arlene Manthey [email protected] [email protected] Patty Lewis Antonio Lujan Associate Director of Development, Director, Advancement Services Spanish Communications Coordinator Student Affairs Vickie McLemore Karl Miller Sam Houston State University Austin Community College Southern Methodist University Director of Constituent Strategies Executive Director of Development for Box 2537 5930 Middle Fiskville Road Development & Alumni Affairs Baylor College of Medicine Major Gifts and Annual Giving Huntsville, TX 77341-2537 Austin, TX 78752 PO Box 750172 One Baylor Plaza University of Texas at Austin (936) 294-3625 (512)223-7519 Dallas, TX 75275-0172 Houston, TX 77030 University Development Office [email protected] [email protected] (214) 768-4711 (713) 798-8618 PO Box 7458, A3000 [email protected] [email protected] Austin, TX 78713 Lauren Light Hector Luna (512) 471-4124 Annual Fund Coordinator Associate Director of Reunion Giving Todd Marrs Cindy McLeod [email protected] Stephen F. Austin State University Trinity University Director of Advancement Little Rock Christian Academy PO Box 6092, SFA Station One Trinity Place University of Houston PO Box 17450 Megan Miller Nacogdoches, TX 75962 San Antonio, TX 78212-7200 4800 Calhoun Rd Little Rock, AR 72222 Annual Giving Coordinator (254) 449-0387 (210)999-8537 Houston, TX 77204-2162 (501)975-3431 University of Texas at San Antonio [email protected] [email protected] (713)743-9741 [email protected] One UTSA Circle [email protected] San Antonio, TX 78249-1130 Sara Lillehaugen Amy Lynch Virginia McMurray (210) 458-5054 Director of Development Director for Institutional Advancement Aaron Martin Director of Foundation Relations [email protected] Rice University Texas State Technical College - Harlingen Director of Communications & Marketing Hendrix College PO Box 1892 1902 N Loop 499 University of Louisiana at Lafayette 1600 Washington Avenue Robert Miller Houston, TX 77251-1892 Harlingen, TX 78550-3697 104 University Circle Office of Development Senior Director of Development, College of (713)348-3189 (956) 364-4500 Lafayette, LA 70503 Conway, AR 72032-3080 Human Sciences & Education [email protected] [email protected] (337) 482-6397 (501) 450-1431 Louisiana State University [email protected] [email protected] College Of Human Sciences & Education David Lindblom Tracy Lyons 204 Peabody Hl Creative Director Canal Seis Director of Alumni Services Norma Martin Ephraim McNair Baton Rouge, LA 70803-0001 Northern New Mexico College Gannon University Director of Editorial Services Communication & Design Specialist (225) 578-6384 921 Paseo De Onate 109 University Square Texas Christian University Hendrix College [email protected] Espanola, NM 87532 Erie, PA 16541 TCU Box 297044 1600 Washington Avenue (505) 747-2100 (814) 871-7473 Fort Worth, TX 76129 Conway, AR 72032-3080 Meaghan Milliorn [email protected] [email protected] [email protected] (501) 450-1381 Social and Digital Contract Specialist [email protected] University of Arkansas at Little Rock J 2801 S. University Little Rock, AR 72204-1099 [email protected]
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 40 H IDEAS. SOLUTIONS. RESULTS. DELIVER Registration List
Marionette Mitchell Kevin Mullan Susie Nicholson Mitzi Overturf Director, Publications Director of Alumni Vice President for Student Services and Assistant Director of Development Cydney Peters University of St. Thomas Jesuit College Preparatory School University Relations College of the Ouachitas Director of Foundation Development and 3800 Montrose Blvd 12345 Inwood Road Arkansas Tech University One College Circle Communications Houston, TX 77006-4696 Dallas, TX 75244 1605 Coliseum Drive, Suite 202 Malvern, AR 72104 Houston Community College (713) 525-3120 (972) 387-8700 Russellville, AR 72801 (501) 337-5000 Houston Community College Foundation [email protected] [email protected] (479)968-0238 [email protected] 3100 Main Street 12th Floor, MC 1148 [email protected] Houston, TX 77002 Maritta Mitchell Justin Munoz Adrian Owen (713) 718-5032 Coordinator of Annual Giving Interim Director, Alumni Affairs Jaime Nodarse Associate Director of Donor Relations [email protected] John Brown University Texas A&M University-Kingsville Director of Foundation and Corporate Louisiana State University 2000 West University Street 700 University Blvd. Relations LSU College of Science Laura Peterson Siloam Springs, AR 72761 MSC 114 Texas A&M University - Corpus Christi 336 Hatcher Hall Assistant Director of University (479)524-7107 Kingsville, TX 78363 6300 Ocean Drive Baton Rouge, LA 70803 Development for Donor Services and [email protected] (361) 593-2146 Unit 5733 (225) 578-5100 Scholarships [email protected] Corpus Christi, TX 78412-5733 [email protected] Midwestern State University Robin Mizell (361) 825-3320 3410 Taft Boulevard Associate Director of Communications Cristian Murdock [email protected] Amanda Parr Wichita Falls, TX 76308 University of Arkansas at Little Rock Consultant Director of University Relations – (940) 397-4919 2801 S. University Gonser Gerber LLP Thomas Nurre Leadership Gifts [email protected] Little Rock, AR 72204-1099 PO Box 600 News & Information Specialist Southwestern University (501) 683-7146 State University, AR 72467-1990 Angelo State University PO Box 770 Jonathan Petty [email protected] (630)505-1433 ASU Station 11021 Georgetown, TX 78627 Director, Public Relations [email protected] San Angelo, TX 76909 (512) 863-1403 Wayland Baptist University Jerri Monbaron (325) 942-2248 [email protected] 1900 West 7th Street Director Megan Murphey [email protected] Plainview, TX 79072-6998 Humble ISD Education Foundation Strategic Communications Coordinatori Javier Parra (806) 291-3588 PO Box 2000 Texas Christian University Coda Omness Director of Operations and Alumni [email protected] Humble, TX 77347-2000 TCU Box 297044 Community Education and Marketing Relations (281) 641-8143 Fort Worth, TX 76129 Director Monterrey Institute of Technologico Amber Phifer [email protected] [email protected] Eastern New Mexico University Ave. Eugenio Garza Sada 2501 Sur Marketing Coordinator 709 Mechem Dr Col Tecnologico University of Texas at San Antonio Calvin Moniz Laura Murray Ruidoso, NM 88345-6946 Monterrey, NL 64849 One UTSA Circle Senior Director of Development Associate Vice President of Advancement (575)257-2120 52528183582 San Antonio, TX 78249-1130 University of Tulsa Services & Administration [email protected] [email protected] (210) 458-4133 The University of Tulsa University of Texas at San Antonio [email protected] 800 S Tucker Drive One UTSA Circle Bruce ONeal Caroline Parrack Tulsa, OK 74104 San Antonio, TX 78249-1130 Director Marketing and Communications Annual Fund Coordinator Carrie Phillips (918) 631-3111 (210) 458-5160 Sam Houston State University The Hockaday School Director of New Media [email protected] [email protected] Box 2537 11600 Welch Road Arkansas Tech University Huntsville, TX 77341-2537 Dallas, TX 75229-2913 Administration Bldg, Room 212 Thelma Mooney Laurie Musgrove (936) 294-3625 (214) 360-6529 1509 N Boulder Ave Executive Director of Development Senior Vice President and Managing [email protected] Russellville, AR 72801-2222 Sam Houston State University Director Christian O'Neal (479) 880-4041 Box 2537 Grenzebach Glier and Associates, Inc. Associate Vice Chancellor for Alumni & Amy Parrino [email protected] Huntsville, TX 77341-2537 71 Granby Street Development Senior Vice President (936) 294-4047 North Scituate, RI 02857 University of Arkansas at Little Rock Louisiana State University Alumni Lori Pilley [email protected] (312) 372-4040 2801 S. University Avenue Association Assistant Director of Donor Relations [email protected] Little Rock, AR 72204 3838 W Lakeshore Drive Louisiana State University Calvin Moore (501) 569-3142 Baton Rouge, LA 70808 3838 W Lakeshore Dr Director of Development Leeann Mutchler [email protected] (225) 578-3838 Baton Rouge, LA 70808-4600 Tulsa Community College Evisors [email protected] (225)578-7043 6111 East Skelly Drive 55 Broad St Rm 15F Lauraine O'Neil [email protected] Tulsa, OK 74135-6198 New York, NY 10004-3709 Director of University Marketing Brent Passmore (918) 595-7846 (917)412-8188 University of Texas at Dallas Director of Communications Anne Pitre [email protected] [email protected] 800 W Campbell Road Eastern New Mexico University Director of Advancement Richardson, TX 75080 1500 S. Avenue K St. Thomas More Catholic High School Leedon Moore Greeley Myers (972) 883-4427 Portales, NM 88130 450 East Farrel Road Graphic Designer Major Gifts Officer [email protected] [email protected] Lafayette, LA 70503 University of Texas at Dallas Trinity University (337) 988-3700 800 W Campbell Road, MP14 One Trinity Place Paul Onuzuruike, MPA, CFRM. Tina Paul [email protected] Richardson, TX 75080 Office of Major and Planned Gifts Director of Annual Giving Director of Development (972) 883-4428 San Antonio, TX 78212 University of Louisiana at Monroe University of Arkansas Community College Katherine Polenz [email protected] (210) 999-8031 700 University Avenue At Batesville Strategic Communications Specialist [email protected] Advancement Services PO Box 3350 Texas Christian University Tracey Moore-Sweeney Monroe, LA 71209-3200 Batesville, AR 72503 TCU Box 297044 Grant Julie Navejar (318) 342-3687 (870)612-2017 Fort Worth, TX 76129 University of Houston - Victoria Communication Specialist, Public Relations [email protected] [email protected] [email protected] 3007 N. Ben Wilson Texas A&M University-Kingsville Victoria, TX 77901-5731 MSC 114 Lance Ortiz Georganne Payne Leslee Ponder (361)570-4379 700 University Blvd Associate Vice President for Institutional Senior Associate Director, Development Director, Alumni Relations [email protected] Kingsville, TX 78363 Advancement University of Texas MD Anderson Cancer Midwestern State University (512) 593-2590 West Texas A&M University Center 3410 Taft Boulevard Katherine Morales [email protected] WTAMU Box 60766 PO Box 301439 Wichita Falls, TX 76308 Director of Communications Canyon, TX 79016 Houston, TX 77230-1439 (940) 397-4350 University of Texas at Dallas Michael Nealeigh (806) 651 (713) 792-0402 [email protected] 800 West Campbell Road AD14 Vice President for University Advancement, [email protected] [email protected] Richardson, TX 75080-3021 Executive Director, USAO Foundation Ben Porter (972)883-4321 University of Science and Arts of Oklahoma Carol Ostlind Mike Pede Communications Manager [email protected] Univ. of Science & Arts of Oklahoma Foun Director of Development President & CEO, Alumni Association University of Texas at Dallas 1727 W Alabama Houston Christian High School University of Houston 800 W Campbell Road April Moreton Chickasha, OK 73018-5322 2700 West Sam Houston Pkwy North PO Box 230345 Richardson, TX 75080 Director of Development (405) 574-1324 Houston, TX 77043 Houston, TX 77223-0345 (972)883-2193 John Brown University [email protected] (713) 580-6027 (713) 743-9550 [email protected] 2000 West University Street [email protected] [email protected] Siloam Springs, AR 72761 Dedra Nevill Mary Linda Portner (479) 524-7254 Manager, Donor Relations Diane Oswald Jason Penry Director of Advancement [email protected] Texas A&M University Director of College Relations Vice Chancellor for University St. Pius X High School 3126 Tamu Texas A&M University Advancement 811 West Donovan Street Steve Mueller College Of Engineering College of Ed & Human Dev Arkansas State University Houston, TX 77091-5643 Executive Director, Business Operations College Station, TX 77843-3126 4222 TAMU PO Box 600 (713) 692-3581 University of Houston (979)862-1543 College Station, TX 77845 State University, AR 72467-1990 [email protected] 4800 Calhoun Rd [email protected] (979) 845-5355 (870) 972-3030 Houston, TX 77204-2162 [email protected] [email protected] John Post [email protected] Amy New University of Arkansas, Fort Smith AVP of Alumni Relations and Development Allison Peteet 5210 Grand Avenue Frank Mulhern Trinity University Director of Alumni Relations PO Box 3649 University of Tulsa One Trinity Place East Texas Baptist University Fort Smith, AR 72913-3649 800 S Tucker Drive San Antonio, TX 78212-7200 1209 North Grove (479)788-7027 Tulsa, OK 74104 (210) 999-7431 Marshall, TX 75670-1498 [email protected] (918)596-5761 [email protected] (903) 923-2072 [email protected] [email protected]
www.caseiv.org facebook.com/casedistrictfour @cased4 41 DELIVER IDEAS. SOLUTIONS. RESULTS. H Registration List
Lauren Power Ben Renberg Abby Rowell Paul Saylors Nina Siebold Annual Fund Director Assistant Dean of External Relations Coordinator, Recruiting Events Regional Development Officer Membership Specialist St. Pius X High School Rice University Eastern New Mexico University SA East Texas Baptist University University of Texas at San Antonio 811 West Donovan Street Resource Development, MS-80 Presidental Ambassadors 1209 North Grove One UTSA Circle Houston, TX 77091-5643 PO Box 1892 Station 7, 1500 S Avenue K Marshall, TX 75670-1498 San Antonio, TX 78249-1130 (713)579-7500 Houston, TX 77251-1892 Portales, NM 88130 (903)923-2071 (210)458-8164 [email protected] (713) 348-3982 (575)562-2178 [email protected] [email protected] [email protected] [email protected] Jennifer Poyer Kirsten Schachter Deborah Silliman Wolfe Web and Print Content Coordinator Hannah Rhodes Karen Rubinsky Executive Director of Development Communications Coordinator Eastern New Mexico University Media Relations Assistant Exec Director, Development Services Baylor College of Medicine University of Texas at San Antonio 1500 S. Avenue K University of Texas Health Science Center Rice University One Baylor Plaza 1 Utsa Cir Portales, NM 88130 At Houston Development Services, MS-80 Houston, TX 77030 San Antonio, TX 78249-1644 [email protected] 7000 Fannin PO Box 1892 (713)798-4067 (210)458-6802 Houston, TX 77030 Houston, TX 77251-1892 [email protected] [email protected] Theresa Presswood (713)500-3053 (713) 348-4602 Executive Director of Communications [email protected] [email protected] Rob Schlitts Crystal Simmons University of Houston - Clear Lake Vice President Director of Annual Giving UHCL-Box 199 Colleen Richardson Mark Rudkin Wilson-Bennett Technology University of Houston - Victoria 2700 Bay Area Boulevard Alumni Relations Officer Executive Director of Marketing 109 E Center Ave 3007 N Ben Wilson St Houston, TX 77058-1098 New Mexico State University Rice University Searcy, AR 72143 Victoria, TX 77901-5731 (281) 283-2026 PO Box 30001 McNair Hall, MS 531 (501) 281-6315 (361)570-4869 [email protected] Las Cruces, NM 88003-8001 6100 Main St [email protected] [email protected] (575)646-3616 Houston, TX 77005 Austin Price [email protected] (713) 348-5387 Angela Schoeffler Monica Simon New Media Specialist [email protected] Director of Development Director of Events Texas Christian University Duff Ridgeway Our Lady of Fatima School Texas A&M University TCU Box 297044 Vice President for Advancement Bruno Ruggiero 2315 Johnston St 505 George Bush Dr Fort Worth, TX 76129 Mount Mercy University Director, Univ Printing & Design Services Lafayette, LA 70503-2753 College Station, TX 77843-1246 (817) 257-2466 1330 Elmhurst Drive, NE Nicholls State University (337)235-2464 (979) 845-7514 [email protected] Cedar Rapids, IA 52402-4797 PO Box 2010 [email protected] [email protected] (319) 368-6468 Thibodaux, LA 70310 Janette Prior [email protected] (985) 448-4262 Kimberly Selber Sarah Sims Administrative Analyst [email protected] Associate Vice President, University Director of Donor Engagement University of Arkansas at Little Rock Brandli Roberts Marketing and Communications Oklahoma State University 2801 S. University Director, On-Campus Events Natalia Ruiz University of Texas - Pan American 400 S Monroe St Little Rock, AR 72204-1099 Louisiana State University Alumni Senior Administrative Assistant for 1201 West University Drive Stillwater, OK 74074-3322 (501) 569-8075 Association Advancement Department Edinburg, TX 78539 (405) 385-0731 [email protected] Lod Cook Alumni Center University of Houston - Victoria (956) 665-8919 [email protected] 3838 W Lakeshore Drive 3007 N. Ben Wilson [email protected] Cheryl Purcell Baton Rouge, LA 70808 Victoria, TX 77901-5731 April Smith Assistant Vice President for Development (361) 570-4812 Mila Sexton Associate Director of Development Hardin-Simmons University Charlie Roberts [email protected] Director of Development Stephen F. Austin State University Box 16100 President & CEO Louisiana State University PO Box 6092, SFA Station Abilene, TX 79698-6100 Louisiana State University Alumni Loraine Russek 156 Thomas Boyd Hl Nacogdoches, TX 75962 (325) 670-1371 Association Executive Director, Office of Alumni & Baton Rouge, LA 70803-0001 (936) 468-5406 [email protected] 3838 W Lakeshore Drive Development (225) 578-3148 [email protected] Baton Rouge, LA 70808 Texas A&M University-Kingsville [email protected] Mark Putnam (225) 578-3814 MSC 173 Haley Smith Director of Corporate Relations [email protected] 700 University Blvd Selim Sharif University Relations Specialist University of Houston Kingsville, TX 78363 Assoc Director of Alumni Relations Northwestern Oklahoma State University 400 E. Cullen Building Amanda Robichaux (361) 593-2678 Trinity University 709 Oklahoma Boulevard Houston, TX 77204-2013 Sr. Program Coordinator, Donor Relations [email protected] One Trinity Place Alva, OK 73717-2799 (713) 743-0954 Louisiana State University Alumni San Antonio, TX 78212-7200 (580)327-8480 [email protected] Association Greg Rutzen (210) 999-8491 [email protected] 1555 Poydras Street Associate Vice President and Chief [email protected] Grace Pyka Suite 1000 Advancement Officer Jen Smith Associate Director of University Relations – New Orleans, LA 70112 University of Houston - Victoria Fredricka Sharkey Coordinator of Campus Programs Alumni & Parents (504) 314-7269 3007 N. Ben Wilson Associate Director, Media Relations Texas A&M University Southwestern University [email protected] Victoria, TX 77901-5731 University of Central Arkansas 1246 TAMU PO Box 770 (361)570-4848 201 Donaghey Avenue College Station, TX 77843-1246 Georgetown, TX 78627 Andrew Robison [email protected] Conway, AR 72035 [email protected] (512) 863-1486 Director of Development (501) 450-5114 [email protected] Texas A&M University System Health Ikhlas Sabouni [email protected] Joyce Smith Science Center Dean, School of Architecture Donor Records Specialist Cristy Racy 110 Joe H Reynolds Medical Building Prairie View A&M University Katherine Shelley Sam Houston State University Dir. of Donor Relations College Station, TX 77843-1114 PO Box 519; MS 2001 Director of Alumni Programming Box 2537 Oklahoma State University (979) 862-3992 Prairie View, TX 77446-0519 Austin College Huntsville, TX 77341-2537 400 S. Monroe [email protected] (936) 261-9800 900 North Grand Avenue [email protected] Stillwater, OK 74074 [email protected] Sherman, TX 75090-4400 (405) 385-0728 Ana Rodriguez (903) 813-2050 Michael Smith [email protected] Special Assistant to the President for Chuck Sanchez [email protected] Webmaster External Affairs Publications Texas A&M University Jason Ramezan University of North Texas Dallas Louisiana State University Alumni Aditi Sheth 505 George Bush Drive Director, On Campus Programs 7300 University Hills Blvd. Association Project Manager College Station, TX 77840-2918 Louisiana State University Alumni Dallas, TX 75241 Lod Cook Alumni Center Baylor College of Medicine (979)845-7514 Association [email protected] 3838 W Lakeshore Drive One Baylor Plaza [email protected] Lod Cook Alumni Center Baton Rouge, LA 70808 Houston, TX 77030 3838 W Lakeshore Drive Ernesto Rodriguez (713)798-8268 Sheri Snyder Baton Rouge, LA 70808 Development Officer John Sanchez [email protected] Vice President for Development & (225) 578-3838 University of Texas - Pan American Director of Advancement Services Community Relations [email protected] 1201 West University Drive Our Lady of the Lake University Stephen Shipp Northern Oklahoma College Edinburg, TX 78539 411 SW 24th Street Director,University Devopement/Annual Northern Oklahoma College Foundation Carrie Ray (956) 665-8944 San Antonio, TX 78207 Fund P.O. Box 310 Assistant Director of Development [email protected] (210) 434-6711 Midwestern State University Tonkawa, OK 74653 University of Texas Health Science Center 3410 Taft Boulevard (580) 628-6208 At Houston Stephanie Rodriguez Carrie Sauer Wichita Falls, TX 76308 [email protected] 7000 Fannin Development Officer Assistant Director of Annual Giving (940) 397-4539 Houston, TX 77030 University of the Incarnate Word Oklahoma City University [email protected] Laura Soriano Dozier (713)500-3077 4301 Broadway 2501 North Blackwelder Director, of Development, Annual and [email protected] San Antonio, TX 78209 Oklahoma City, OK 73106 Dan Shisler Constituent Relations (210) 829-6075 (405) 208-5873 Director University of St. Thomas Jillian Reddish [email protected] [email protected] University of Arkansas at Little Rock 3800 Montrose Boulevard Communications Specialist 2801 S. University Houston, TX 77006-4626 Texas A&M University-San Antonio Jill Roshto Rebecca Sauer Little Rock, AR 72204-1099 (713) 525-3118 One University Way Director of Development Communications Coordinator [email protected] [email protected] San Antonio, TX 78224 Louisiana State University College of the Mainland (210) 784-1103 College of Humanities & Social Sciences 1200 Amburn Road [email protected] 132 Hodges Hall Texas City, TX 77591-2499 Baton Rouge, LA 70803 (409)933-8438 (225) 266-9527 [email protected] [email protected]
CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 42 H IDEAS. SOLUTIONS. RESULTS. DELIVER Registration List
Ronald Spies Kiwana Sutton Anita Thompson Scott Turnbough Edgar Veliz Association of Former Students Media Relations Specialist Director, Sequoyah Institute Multimedia Designer Media Relations Assistant Texas A&M University University of Louisiana at Monroe Northeastern State University College of the Mainland University of Texas Health Science Center PO Box 7368 700 University Avenue 717 N Grand Ave 1200 Amburn Road At Houston College Sta, TX 77844 Monroe, LA 71209-3200 Tahlequah, OK 74464-2300 Texas City, TX 77591-2499 7000 Fannin (979) 845-7514 (318)342-5445 (918)444-4500 (409)933-8104 Houston, TX 77030 [email protected] [email protected] [email protected] [email protected] (713)500-3307 [email protected] Deborah Spiess Tim Sweeney Ginger Thompson Joel Turner Director of Communications Associate Director for SGA, Development Development Associate Major Gift Officer Jon Vestal The John Cooper School and Administration Houston Christian High School Stephen F. Austin State University Vice President for Institutional One John Cooper Drive Texas A&M University 2700 West Sam Houston Pkwy North PO Box 6092, SFA Station Advancement The Woodlands, TX 77381 Koldus 125 MS # 1236 Houston, TX 77043 Nacogdoches, TX 75962 Lyon College (281) 367-0900 College Station, TX 77843-1236 (713) 580-6055 (936) 468-5406 PO Box 2317 [email protected] (979)845-1133 [email protected] [email protected] 2300 Highland Road [email protected] Batesville, AR 72503 Toni Sproule Meggan Thompson Ann Turney (870) 307-7208 President's Ambassadors Tracy Syler-Jones Assistant Director of Annual Giving Director of Leadership Gifts [email protected] Eastern New Mexico University SA Vice Chancellor for Marketing and Sam Houston State University Hendrix College Presidental Ambassadors Communication Box 2537 1600 Washington Ave Charles Vienne Station 7, 1500 S Avenue K Texas Christian University Huntsville, TX 77341-2537 Conway, AR 72032-3080 Director, Alumni Relations Portales, NM 88130 TCU Box 297050 (936) 294-2401 (501)450-4593 Sam Houston State University (575)562-2178 Fort Worth, TX 76129-0001 [email protected] [email protected] Box 2022 [email protected] (817) 257-7810 Huntsville, TX 77341-2022 [email protected] Rhonda Thompson Ann Underwood (936) 294-1841 Derek Stephens Director of Foundation Relations Director for Communication & Marketing [email protected] Director - Future Alumni, Young Grads and Charlotte Tallman University of Houston Services Social/Global Outreach Senior Alumni Relations Officer 400 E. Cullen Building West Texas A&M University Sonia Villa Baylor University New Mexico State University Houston, TX 77204-2013 WTAMU Box 60788 Associate Director One Bear Place #97340 MSC 3AD (713) 743-8871 Canyon, TX 79016-0001 University of Texas at El Paso Waco, TX 76798-7340 PO Box 30001 [email protected] (806) 651-2125 500 W University Ave (214) 232-0586 Las Cruces, NM 88003-8001 [email protected] El Paso, TX 79968-8900 [email protected] (575) 646-5572 Leah Thorvilson (915)747-6742 [email protected] Director of Athletic Development Matthew Upton [email protected] Graham Stewart University of Arkansas at Little Rock Assistant Dean, Career & Student Services Associate Vice Chancellor for Alumni Germania Tapia Zarrabal 2801 S. University - Bush School Paula Voyles Relations Director of Marketing and Communications Little Rock, AR 72204-1099 Texas A&M University Interim Senior Associate Vice President for Vanderbilt University SAA ITESM-Campus Estado De Mexico (501)569-3393 Bush School Of Government Constituency Programs Student Alumni Board Av. Eugenio Garza Sada 2501 Sur [email protected] Tamu 4220 Oklahoma State University 110 21st Avenue, South Suite 1000 Colonia Tecnologico C.P. College Station, TX 77843-4220 400 S. Monroe Nashville, TN 37203 Monterrey, Nuevo Leon, 64849 Angela Throne (979) 862-8824 Stillwater, OK 74074 (615)343-4099 [email protected] Gift Planning Officer [email protected] (405) 385-5613 [email protected] Texas A&M University [email protected] Paul Tapp 1246 TAMU Steven Valencia Becky Stogner Director of Alumni Development College Station, TX 77843-1246 Associate Vice President for University Jennifer Waldmann Director of Alumni Relations & Annual East Texas Baptist University (979) 847-8161 Relations Director of Annual Giving Giving 1209 North Grove [email protected] Northwestern Oklahoma State University Hardin-Simmons University West Texas A&M University Marshall, TX 75670-1498 709 Oklahoma Boulevard Box 16100 WTAMU Box 60753 (903) 923-2042 Kirby Tickel Alva, OK 73717-2799 Abilene, TX 79698-6100 Canyon, TX 79016 [email protected] Director of Development and Donor (580) 327-8478 (325) 670-1467 (806) 651-2317 Relations [email protected] [email protected] [email protected] Joshua Tate Northern Oklahoma College Director of Marketing & Communications 1220 E. Grand Avenue / PO Box 310 Randy Van Deven Brad Walker Kathryn Straw Lyon College Tonkawa, OK 74653 Vice President of Institutional Advancement Executive Director & CEO Assistant Director of Foundation Relations PO Box 2317 (580) 628-6789 Texas A&M University - Commerce Texas A&M University-Kingsville University of Houston 2300 Highland Road [email protected] Institutional Advancement Office of the Foundation P.O. Box 2202 4800 Calhoun Rd Batesville, AR 72503 PO Box 3011 Kingsville, TX 78363 Houston, TX 77204-2162 (870)307-7242 Kean Tonetti Commerce, TX 75429 (361)593-3918 (713) 743-8860 [email protected] Director of Development (903) 468-8183 [email protected] Rice University [email protected] Ted Walker Alison Taylor Resource Development, MS-80 Development Writer Aaron Street Coordinator of Young Alumni & Student PO Box 1892 Katherine Vandertulip Rice University Assistant Dean for Integrated Marketing Philanthropy Houston, TX 77251-1892 Alumni Relations Officer Resource Development, MS-80 and Media Relations Arkansas Tech University (713)348-4617 New Mexico State University PO Box 1892 Southern Arkansas University Alumni House [email protected] MSC 3AD Houston, TX 77251-1892 100 East University 1313 N Arkansas Avenue PO Box 30001 (713)348-4371 Magnolia, AR 71753 Russellville, AR 72801 Klansee Tozer Las Cruces, NM 88003-8001 [email protected] (870) 235-4027 (479) 968-0436 Graphic Designer (575)646-7551 [email protected] [email protected] University of Arkansas at Little Rock [email protected] True Wallace 2801 S. University Associate Director of Development Haley Stringer-Hedderick Scott Taylor Little Rock, AR 72204-1099 Cliff Vannoy Oklahoma State University Coordinator of Web Communications Associate Director, Campaign Volunteer [email protected] Executive Vice President 900 N. Portland University of Houston - Clear Lake Operations Louisiana State University Alumni Oklahoma City, OK 73107 2700 Bay Area Blvd Southern Methodist University Robert Tracy Association (405) 945-6714 UHCL-Box 199 PO Box 750402 Web Content Editor 3838 West Lakeshore Drive [email protected] Houston, TX 77058-1098 Dallas, TX 75275-0402 University of Texas at Dallas Baton Rouge, LA 70808 (281) 283-2025 (214) 768-4884 800 W Campbell Road (225) 578-3838 Christie Wallace Noring [email protected] [email protected] Richardson, TX 75080 [email protected] District Director of Public Affairs (972)883-3521 North Orange County Community College Daniel Stypa Lynn Tharp [email protected] Lisa Vasquez District Assistant Director of Lifelong Learning & Development Assistant Vice President of Public Relations & NOCCCD Foundation Alumni Travel University of Texas MD Anderson Cancer Kristina Troxel College Development 1830 W Romneya Drive Rice University Center Associate Director, Alumni Relations Collin College Anaheim, CA 92801 Resource Development, MS-80 PO Box 301439 Texas State University-San Marcos 3452 Spur 299 (714) 808-4829 PO Box 1892 Houston, TX 77230-1439 University Advancement McKinney, TX 75069 [email protected] Houston, TX 77251-1892 (713)563-4092 601 University Drive - JCK 960 (972) 758-3894 (713)348-5094 [email protected] San Marcos, TX 78666-4615 [email protected] Neal Weaver [email protected] (245) 237-1 Vice President for Institutional Janlyn Thaxton [email protected] Mario Vazquez Advancement Stephen Sullivan Coordinator of Media Relations Donor Relations Officer West Texas A&M University Director of Alumni Relations Hardin-Simmons University Cindy Truax Texas A&M University-San Antonio West Texas A&M University Foundation Howard Payne University Box 16100 Director of Annual Giving 1 University Way WTAMU Box 60766 1000 Fisk Street Abilene, TX 79698-6100 Sam Houston State University San Antonio, TX 78224-3134 Canyon, TX 79016 Brownwood, TX 76801 (325)670-1264 PO Box 2537 (210)784-1107 (806) 651-2166 (325)649-8069 [email protected] Huntsville, TX 77341-2537 [email protected] [email protected] [email protected] (936) 294-4388 [email protected]
www.caseiv.org facebook.com/casedistrictfour @cased4 43 DELIVER IDEAS. SOLUTIONS. RESULTS. H Registration List
Sherrie Webb Rhonda White Barbara Wise Angela Young Darrow Zeidenstein St. Pius X High School Director Advancement Services Director, Major Gifts Vice President Vice President for Resource Development 811 West Donovan Street Jesuit College Preparatory School New Mexico State University Grenzebach Glier and Associates, Inc. Rice University Houston, TX 77091-5643 12345 Inwood Road PO Box 3590 401 North Michigan Avenue Resource Development, MS 82 (713)579-7514 Dallas, TX 75244 Las Cruces, NM 88003-3590 Suite 2800 PO Box 1892 [email protected] (972) 387-8700 EXT 340 (575) 646-4136 Chicago, IL 60611 Houston, TX 77251-1892 [email protected] [email protected] (312)372-4040 (713) 348-6090 James Welford [email protected] [email protected] Director of Development Sondra White Lisa Wood Patricia Young Texas A&M University Marketing Communications Manager Senior Director of Development Coordinator, Advancement Services Mariah Zerr Recreational Sports Texas A&M University Baylor College of Medicine Texas A&M University-Kingsville President's Ambassadors College Station, TX 77843-4250 401 George Bush Drive One Baylor Plaza Campus Box 173 Eastern New Mexico University SA (979) 862-1856 College Station, TX 77840-2811 Houston, TX 77030 Kingsville, TX 78363 Presidental Ambassadors [email protected] (979)845-7464 (713)798-4570 (361)593-4360 Station 7, 1500 S Avenue K [email protected] [email protected] [email protected] Portales, NM 88130 Katie Wellington (575)562-8178 Director of Alumni Relations Benjamin Williams Steve Woodall Teresa Young [email protected] East Central University Annual and Alumni Giving Officer Events Manager Director of Public Relations Sterling L. Williams Alumni & Foundation Southern Methodist University University of Texas at San Antonio Wayland Baptist University Zen Zheng 1100 E 14th St, ECU PMB Y-8 PO Box 750281 One UTSA Circle 1900 West 7th Street Senior Communications Specialist Ada, OK 74820 Dallas, TX 75275-0281 San Antonio, TX 78249-1130 CMB 620 University of Texas Health Science Center (580) 559-5651 (214) 768-1396 (210) 458-4133 Plainview, TX 79072-6998 At Houston [email protected] [email protected] [email protected] (806) 291-3586 7000 Fannin Houston, TX 77030 Chris Welty Carmetha Williams Donovan Woods Amy Youngblood (713)500 EXT 3009 Multimedia Specialist Executive Director Asst Director of Development Director of Alumni Relations and [email protected] University of Louisiana at Lafayette Houston Community College Oklahoma State University Advancement 104 University Circle 3100 Main Street 400 S Monroe St Houston Baptist University Allison Zimmerman Lafayette, LA 70503 Suite 12B12, MC 1148 Stillwater, OK 74074-3322 7502 Fondren Road Marketing & Communications Manager (337)482-6397 Houston, TX 77002 (405)945-6705 Houston, TX 77074 Northwestern Oklahoma State University [email protected] (713)718-8596 [email protected] (281) 649-3413 709 Oklahoma Boulevard [email protected] [email protected] Alva, OK 73717-2799 Kim Wendt Anndee Wright-Brown [email protected] Director of Donor Relations Jaha Williams Director of Development Dan Yoxall University of North Texas Director of Individual Giving University of New Mexico Vice President of Institutional Advancement Kelly Zuniga P.O. Box 311250 University of Houston - Downtown 700 Lomas Blvd NE Our Lady of the Lake University Executive Director Denton, TX 76203 One Main Street Albuquerque, NM 87102-2552 411 SW 24th Street Holocaust Museum Houston (940) 565-3689 Suite 990-South (505)277-0554 San Antonio, TX 78207 5401 Caroline Street [email protected] Houston, TX 77002 [email protected] (210) 434-6711 Houston, TX 77004 (713) 221-8184 [email protected] (713)942-8000 EXT 107 Deanna Werner [email protected] Fernando Yarrito [email protected] Director of Communications Executive Director, Development Gary Zacher St. Pius X High School Judy Williams University of Texas MD Anderson Cancer Annual Giving and Game Day Promotions 811 West Donovan Street Executive Director of Communications Center Coordinator Houston, TX 77091-5643 University of Arkansas at Little Rock PO Box 301439 Texas A&M University-Kingsville (713) 579-7514 2801 S. University Houston, TX 77230-1439 825 W. Santa Gertrudis [email protected] Little Rock, AR 72204-1099 (713) 563-4061 Kingsville, TX 78363 (501) 569-3372 [email protected] (361)593-5004 Elizabeth Wheeler [email protected] [email protected] Development Assistant University of Texas at San Antonio Amy Wilson One UTSA Circle Assistant Director for Creative Services Registration lists for CASE conferences are provided for the San Antonio, TX 78249-1130 Sam Houston State University convenience of our members. (210)458-8166 Box 2537 They may not be used for commercial or solicitation purposes and may not be [email protected] Huntsville, TX 77341-2537 duplicated, reproduced, or transferred in whole or in part without written permission from CASE. Savoie CEO Award Winner
DR. THOMAS McKEON
After 33 years at Tulsa Community College, including a decade as its President and Chief Executive Officer, Dr. Thomas McKeon’s legacy reflects far more than his impressive years of service to higher education. Even more dramatically, he has made a commitment to the transformative impact of a college education and purposed himself to make its advantages accessible to individuals from all walks of life.
From adjunct instructor in horticulture, he went on to hold administrative roles in every area of TCC. Eventually he served as Executive Vice President and Chief Operating Officer of the multi- campus college and, after an extensive national search, he was selected as the third President in TCC’s history.
Dr. McKeon earned his academic credentials as many community college students do – while he was working. Earning both a Master of Science degree and Doctorate at Oklahoma State University while on the job at TCC, he developed an understanding and affinity for working adults who seek to improve their opportunities through higher education. In 2007, Dr. McKeon led the creation of the nationally recognized Tulsa Achieves program that has now resulted in the enrollment of more than 10,000 students who attended with no cost for tuition and fees.
Committed to transparency and communication, Dr. McKeon has supported significant growth in marketing, communication and advertising programs at TCC and encouraged expanded media access as well as an emphasis on new media and social media alternatives for student communication, recruitment and community engagement.
Dr. McKeon oversaw the development of a number of other key processes and programs for the College during his decade as President including:
A college wide energy audit that saves the College more than $1 million annually in energy costs; The creation and construction of the Metro Campus Center for Creativity designed to embrace rapid changes in curriculum delivery and merge a variety of academic disciplines to prepare students for the digital environment. The “C4C,” as it has come to be known, has won local, state and national awards for architecture design, as well as environmental design recognition;
Growth of the TCC Foundation expanding its assets from $1 million to more than $12 million in the past decade.
Dr. McKeon exemplifies integrity, commitment and collaboration and has led Tulsa Community College with a talent for effective administration and a vision for improving lives through education. The students, faculty, and staff of Tulsa Community College take great pride in the recognition of their president, Dr. Thomas McKeon, with the 2014 Dr. Joseph E. Savoie Chief Executive Leadership Award.
www.caseiv.org facebook.com/casedistrictfour @cased4 45 DELIVER IDEAS. SOLUTIONS. RESULTS. H Scholarship Recipients
DELIVER CONFERENCE SCHOLARSHIP RECIPIENTS
Arkansas Louisiana Texas Joshua Jenkins Nikki Buskey Ernie Rodriguez Southern Arkansas University Nicholls State University University of Texas – Pan American
Maritta Mitchell Jena McKinzie Karina Hillanbrand John Brown University Centenary College of Louisiana University of Texas at San Antonio
Hector Luna Trinity University
Oklahoma New Mexico Aditi Sheth Haley Brorsen Marissa Hyde Baylor College of Medicine Oklahoma State University Alumni Easter New Mexico University Association Daniel Stypa Amanda Bradford Rice University Carrie Sauer New Mexico State University Oklahoma City University Rosa Escobedo University of North Texas at Dallas Kate Ayala Teresa Brady ASAP Representative Julie Aime Eastern Oklahoma State College University of New Mexico Lamar University
Misty Fath Leslie Currie Northern Oklahoma College Texas A&M Health Science Center Rangel College of Pharmacy
Farah Ellenbogen The University of Texas at Dallas
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65 Kirkwood North RoadCASE SW | Cedar IV Conference Rapids, Iowa 52404 |USA April | 800.756.7483 13 - 15, 2014 | Houston, Texas 46 H IDEAS. SOLUTIONS. RESULTS. DELIVER Notes
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www.caseiv.org facebook.com/casedistrictfour @cased4 47 DELIVER IDEAS. SOLUTIONS. RESULTS. H Notes
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CASE IV Conference | April 13 - 15, 2014 | Houston, Texas 48 H IDEAS. SOLUTIONS. RESULTS. DELIVER Award-Winning Creative
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Ron Fauss • [email protected] • 573-303-4455 www.caseiv.org facebook.com/casedistrictfour @cased4 51 DELIVER IDEAS. SOLUTIONS. RESULTS. H Comprehensive Fundraising : strategiC Counsel : Campaign serviCes : giFt oFFiCer CoaChing & training : major & planned giving serviCes : mid-level giving serviCes : direCt mail Fundraising : online Fundraising : aCquisition & prospeCting : donor prioritization : analytiCs & donor intelligenCe : video storytelling
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H IDEAS. SOLUTIONS. RESULTS. DELIVER