Join hundreds of your fellow colleagues in Liverpool for the CASE Europe Annual Conference. REGISTER ONLINE TODAY.

BT Convention Centre, Liverpool, UK

24-25 August 2009 Pre-Conference Programme 25-28 August 2009 Main Conference

Please circulate to colleagues in: Alumni Relations Communications Development Marketing

Go online for more information, programme updates and booking: www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 Join us in Liverpool! The Mersey Partnership

Dear Colleague,

Whether you are new to the profession or have been working in alumni relations, development, communications and/or marketing for years, you can’t afford not to be a part of this year’s CASE Europe Annual Conference. Hear fresh ideas, learn new techniques, explore alternative strategies and review the basics with colleagues from all over Europe.

The CASE network is a valuable professional tool and this year the planning committee have put together a programme that brings together the best from around the globe to Liverpool. Be inspired and energised because now, more than ever, you need to be at the top of your game. Join the buzz on Twitter (http://twitter.com/CASE_Europe) and network with conference delegates on Linkedin (there is a group set up for the conference) – don’t miss it! I look forward to meeting you.

Joëlle du Lac Director of Development and Fellow, King’s College, Cambridge 2009 Conference Chair

PS: Make sure you secure your place today!

02 Go online for more information, programme updates and booking: Speaker highlights

A selection of speakers at the CASE Europe Annual Conference. To find out more about the range of speakers and sessions please visit www.case.org/conferences/CEAC.

Opening Plenary: Closing Plenary: Soumitra Dutta Baroness Sue Campbell Dean of External Relations and Roland Berger Chaired Chair, Youth Sport Trust and UK Sport Professor of Business and Technology, INSEAD, France

Alumni Relations Communications Fundraising Marketing Marci Weisblatt, Anne Gregory, Bob Burdenski Paul Redmond, Director of Pro-Vice Partner, Robert Head of Careers Advancement, Chancellor, Leeds Burdenski Annual and Graduate University of Metropolitan Giving, USA Employability, California, Los University, UK University of Angeles, USA Liverpool, UK

Jose Luis de Peter Slee, Shirley Pearce, Tim Winkler, Cea-Naharro, Deputy Vice- Vice-Chancellor, Director of Assistant Director Chancellor, Loughborough Marketing, of Alumni, Northumbria University, UK Monash University of University, University, Navarra, Spain UK Australia

www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 03 Your CASE Europe conference destination – Liverpool

“My love of New York is something to do with Liverpool. Your conference venue – BT Convention Centre There is the same quality of energy in both cities...” • The flagship project in Liverpool’s year as European Capital of Culture. John Lennon, The Beatles. • A landmark regeneration project on the outstanding Mersey River Waterfront next to the famous grade one listed Albert Dock. Liverpool is more than you’d • One of the most sustainable venues in Europe. expect. Its renaissance is in full • Located in the heart of the city on a World Heritage site, a wealth of swing and you will be blown away surrounding amenities are within a 15 minute walk; including the Albert by the culture and magic of this Dock, Liverpool One shopping centre, hundreds of eating and drinking amazing destination. establishments, the famous Mersey Ferry and excellent hotels.

There is so much to see and do in Please visit the conference website www.case.org/conferences/ceac Liverpool, yet it is compact enough for registration, travel and accommodation details. to allow you to reach any part of it by foot in a short space of time. It has excellent links to the rest The CASE International Scholarship of the UK and Europe. Coming from abroad and have a limited budget? Benefit from a CASE International Scholarship. The celebrated European Capital of Culture in 2008, Liverpool really Created to increase access to advancement training and has something to offer every visitor: networking for members around the globe. Scholarships are • Stylish architecture available to CASE members from any country except the host • Bars and restaurants country of the event. Scholarships are worth £450 and are applied • Maritime and World Heritage sites as a reduction in conference fees. Apply by 23 June 2009 at • Art galleries, including www.case.org and entering the CASE code ‘scholarship’. TATE Liverpool

04 Go online for more information, programme updates and booking: Network, network, network...

If you want to build up new contacts or keep in touch with current Other events during the conference to make a note of: friends, this event has many opportunities for exchange. Welcome Reception Breakfast Roundtables Literature Exchange Table and Jobs Board Tuesday 25 August Wednesday 26 and Whether you are looking for inspiration or spend most of your time working The first opportunity for all Thursday 27 August on publications, make sure you don’t miss the Literature Exchange Table. participants to meet fellow A table of ten with a moderator, Don’t forget to bring your publications along, so concepts and ideas can delegates and speakers away a conversation topic per table and be exchanged. Alternatively, if you are looking for your next career step, from the hustle and bustle of the breakfast, provides you with another why not visit the Jobs Board. conference. Network over a drink great opportunity to discuss current and canapés, unwind and enjoy issues in an informal setting. The Exhibitor Hall the musical entertainment in the Do you feel you spend a lot of time: impressive setting of Liverpool’s Gala Dinner • Looking through brochures? Anglican Cathedral. Thursday 27 August • Surfing the web to find services? Held at the BT Convention Centre, • Choosing a new supplier Exhibitors’ Drinks Reception the Gala Dinner is a memorable or the right consultant? Wednesday 26 August occasion to bring the conference Join the exhibitors in the exhibitor to a close. Network with your friends Accelerate the decision making hall at the end of the conference (old and new) over drinks and dinner, process and make personal contact. sessions for a relaxed and informal congratulate your prize-winning The exhibitor hall is your chance to drinks reception. Make the most of colleagues at the CASE Circle of find many of these providers in one the opportunity to make contact Excellence awards ceremony and place. Have a look on 26-27 August with old and new suppliers. enjoy the great entertainment. and collect the exhibitors’ signatures to take part in the prize draw – “I enjoyed networking with fellow professionals and would with fantastic prizes to be won. recommend people to attend this once a year opportunity.”

www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 05 Pre-conference programme

Monday 24 – Tuesday 25 August 2009

Benefit from 24 hours of interaction Designed for our international with your peers in a small group and participants and newcomers, the the planning committee on hand to pre-conference will enable you to: help you choose the most relevant • Share best practice from sessions to attend. There is also a an international perspective pre-conference social programme • Build up a network of colleagues which includes a cultural tour of from across the world Liverpool and a drinks reception • Discuss issues relevant at TATE Liverpool. to you in small group

“Coming from overseas, the pre-conference was a great opportunity to meet people within a smaller group.”

Speakers include: Susan Mesheau, Joanna Motion, Maarten Vervaat, Director, Student Vice President Director of Recruitment for International University Funds and Marketing, Operations, and Relations, University of CASE University of New Brunswick, Amsterdam, Canada The Netherlands

06 Go online for more information, programme updates and booking: Conference timeline

Pre-conference Main conference

Monday 24 August Tuesday 25 August Thursday 27 August 13.00 Registration and 11.15 Registration 07.45 Breakfast roundtables welcome coffee 11.45 Welcome lunch 09.00 Breakout session 7 14.00 Pre-conference activities 13.30 Opening plenary 10.00 Refreshment break 17.00 Cultural excursion 15.00 Track plenaries 10.45 Breakout session 8 and reception 16.00 Refreshment break 12.30 Breakout session 9 16.30 Breakout session 1 (exhibitor session) Tuesday 25 August 18.45 Buses depart (BT centre) 13.15 Lunch 09.00 Pre-conference activities 19.00 Welcome reception 14.30 Breakout session 10 15.30 Refreshment break “I enjoyed the buzz of Wednesday 26 August 16.15 Closing plenary so many advancement 07.45 Breakfast roundtables 19.00 Drinks reception professionals gathered 09.00 Breakout session 2 20.00 Gala dinner, awards together, plus a chance 10.00 Refreshment break presentation and to take time out and 10.45 Breakout session 3 entertainment reflect on what we 12.00 Breakout session 4 do all year round.” (exhibitor session) CASE Europe reserves the right 12.45 Lunch with exhibitors to change the programme. 14.00 Breakout session 5 15.30 Refreshment break “The variety of sessions on 16.15 Breakout session 6 offer were great. It was good 17.45 Drinks with exhibitors to be able to dip in and out 19.00 Free evening of disciplines.”

www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 07 Some of the most relevant sessions for you as an… …Alumni Relations or Fundraising professional

Alumni relations in a Amsterdam’s fundraising Obama and the internet: Donor stewardship: What tough economic climate campaign: Reviving public What one man’s web works and what doesn’t? Marci Weisblatt, Director of support for a profoundly fundraising experience The latest thinking Advancement, UCLA (University public institution means for your Annual Fund Jo Raines, Associate Director of California, Los Angeles), USA Maarten Vervaat, Director of University Bob Burdenski, Principal, Robert (Donor Relations), University of Funds and Relations, University of Burdenski Annual Giving, USA Cambridge and Joanna Watts, Donor Re-engaging Alumni with Amsterdam, The Netherlands and Trustee Relations Manager, your institution: Planning an Benchmarking and attitude University of Southampton exceptional reunion celebration Making the most of surveys: What does it all mean? Ron Gray, Director of Development Matched Funding William Archer, Director, International Working with institution heads and Alumni Relations and Nick Blinco, Director of Development Graduate Insight Group; Karen Brady, Shirley Pearce, Vice-Chancellor, Shirley Pearce, Vice-Chancellor, and Alumni Relations, University Head of Alumni Relations, University ; C. Duncan Loughborough University of Birmingham of Liverpool; Sue Rees, Head of Rice, Principal and Vice-Chancellor, Alumni Relations, University of Ulster University of Aberdeen; chaired by Women in philanthropy A brief introduction and Emily Rycroft, Head of Alumni John Lippincott, President, CASE A panel of women donors, chaired to Alumni Relations Relations, University of Birmingham; by Joanna Motion, Vice President Karen Brady, Head of Alumni chaired by Ian Moore, Deputy Director Getting set for a campaign for International Operations, CASE Relations, University of Liverpool of Development and Alumni Relations, Peter Agar, Director of Development Coventry University and Alumni Relations, University of Money, minds and motives – Creating the masterplan – Cambridge; Young Dawkins, Vice- donor motivation and giving developing a strategic plan Alumni Relations in a Principal for Development, University cultures across Europe for Alumni Relations business-facing university of Edinburgh and Sarah Jarman, (advanced session) Nick Wake, Teaching Fellow, Alison Coles, Head of Development Deputy Director and Head of Major Chris Carnie, Director, Factary University of Warwick and Alumni, University of Hertfordshire Gifts, University of Bristol

08 Go online for more information, programme updates and booking: “I liked the opportunity to meet people from other institutions who do the same job as I do! Sharing ideas and concerns with people in the same field is extremely reassuring and beneficial. All the sessions I attended were useful as well as inspiring.”

Making an impression A creative approach: How to Different approaches to Competent communications: Joanna Motion, Vice President for sustain corporate sponsorship anniversaries and events: Encouraging alumni to be International Operations, CASE in the new economy How to do it and lessons receptive to your message Heather Thomas, Deputy learnt for the next 100 years Ian Moore, Deputy Director Director of Development, Pamela Agar, Head of Digital of Development and Alumni The Royal Academy of Arts Media and Marketing, Imperial Relations, Coventry University College London; Joel Burden, Working with students and recent Managing Director, Third Millennium Fundraising for business schools graduates to foster engagement Information Ltd; Chua Beng Hwee, Barbara de Colombe, Executive and build a culture of philanthropy Deputy Director of Alumni Relations, Director, HEC School of Management Céline Garsault, Development National University of Singapore and Foundation, France and Ollie Shiell, Manager, Young Alumni and Liesl Elder, Director of Development, Director of Development and Students, INSEAD, France University of Edinburgh; chaired by Corporate Relations, Saïd Business Sam Davies, Director of Development, School, Working with volunteers University of Brighton Kate Hunter, Executive Director, CASE What not to do with your Europe and Marci Weisblatt, Director ‘Small shop’ Alumni Relations – scholarship programme of Advancement, UCLA (University how to work with and expand José Luis de Cea-Naharro, Assistant of California, Los Angeles), USA a small team Director of Alumni, University of Navarra Rachel Dyson, Alumni Relations How do you know it’s working? Manager, Guildhall School of Music Major gifts 101: Tips of the trade for Measuring success in Fundraising and Drama and Corinne Lloyd, Head those new to big gift fundraising Chris Cox, Director of Development, of Alumni Relations, Trinity College, Liesl Elder, Director of Development, University of Manchester University of Cambridge University of Edinburgh

www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 09 Alumni/Fundraising continued

Advancing business Annual Giving: in-house “The practical experience and knowledge learned through the schools: Unique challenges or outsource? presentations has been fantastic and given me lots of ideas.” and opportunities John Constable, Development Officer, Marisa Cooke, Director, Alumni Cranfield School of Management; Coping strategies in alumni Finding lost Alumni Affairs and Alumni Funds, INSEAD, Becki McKinlay, Development Officer, relations – confessions from Karen Brady, Head of Alumni France and Nicola Pogson, Alumni University of Reading; Greg Spencer, colleagues on the couch Relations, University of Liverpool Relations Manager, Imperial Annual Giving Manager, University Marisa Cooke, Director, College Business School of Bristol and Ruth Stanley, Head Alumni Affairs and Alumni Fundraising anonymous of Annual Giving, The University of Fund, INSEAD; Maarten Vervaat, Shaun Horan, Director of Fundraising in France Sheffield; chaired by Bob Burdenski, Director of University Funds Development and External Corinne Degoutte, Campaigns Principal, Robert Burdenski Annual and Relations, University of Affairs, University of Reading Director, ParisTech, France and Giving, USA Amsterdam, The Netherlands and Lori Manders, Director Sandra Morand, Development and Marci Weisblatt, Director of Development and External Director, Annual Fund, HEC School Planning your career in fundraising of Advancement, UCLA (University Affairs, University of Aberdeen of Management, France Moyra Doyle, Managing Director, of California, Los Angeles), USA Richmond Associates; Jennie Trans-national giving International perspectives Moule, Deputy Director and Head Find the funds, intelligently Marnix van Rij, Partner, on Alumni Relations of Operations, Development and (starter session) Ernst & Young Tax Advisors, Chua Beng Hwee, Deputy Director of Corporate Communications Office, Chris Carnie, Director, Factary The Netherlands Alumni Relations, National University UCL and Benedicta Morrow-Slasson, of Singapore; Craig McKenna, Deputy Director of Development, UCL Sessions are being added and updated regularly – Associate Director, Alumni Relations visit www.case.org/conferences/ceac and Services, INSEAD, France and Fundraising for legacies Jeremy Woodall, Associate Director, Miles Stevenson, Director REGISTER TODAY at www.case.org/conferences/ceac International Advancement, University of Development, University and benefit from the early bird discount! of Toronto in Hong Kong of Sheffield

10 Go online for more information, programme updates and booking: Some of the most relevant sessions for you as a… …Marketing or Communications professional

God bless America: What Trends in European Research and the media: Europe can learn from the Communications A perfect match? US about setting student tuition David Willows, Director of External Richard Davies, Director, Centre fees and managing bursaries Relations, International School for Research into Earth Energy Peter Slee, Deputy Vice-Chancellor of Brussels Systems (CeREES), Durham University and Chris Watts, Director of and Amelia Lake, Research Fellow, Marketing and Recruitment, Academies: What’s all the fuss? Institute of Health and Society, Northumbria University Rebecca Haroutunian, Communications Newcastle University Manager, University of Brighton Test Tube: Science doesn’t and Iain Luxford, Communications Corporate social responsibility: have to be boring Manager, Children’s Services, Engaging communities or just PR? Brady Haran, Video Journalist, East Sussex County Council Paul Younger, Pro Vice-Chancellor The University of Nottingham (Engagement), Newcastle University Greening your brand Print and be damned: reaching Lianne Cretney-Barnes, Director, Stakeholder relations: out to the talented few Corporate Communications and Who do they think you are? Tim Winkler, Director of Marketing, Public Relations, Murdoch Michael Lavery, Director of Monash University, Australia University, Australia Communications, Durham University

“I liked the wide range of sessions available. I’m a communications professional in a fairly small but very active alumni relations office, so its good to not be tied-in to just the alumni track.”

www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 11 Marketing/Communications continued

Different approaches “I liked the opportunity to meet fellow professionals and learn to researching the about how they approach issues. The conference inspired me student experience to go back to my own institution with renewed energy.” Steve Baron, Professor of Marketing and Joanne Clarkson, Head of Market Talkin’ ‘bout my generation! Outer Mongolia or bust! Research, University of Liverpool The emergence of Generation How networks really work Y and the implications for Facilitated by Tony Newton What Academics think higher education and Judith Perle, Co-founders, about marketing Paul Redmond, Head of Careers Management Advantage John Callen, Director, Callen and Graduate Employability, Associates; Michele Ibbs, Pro Vice- University of Liverpool Getting into the World 100: Chancellor, Liverpool John Moores Communications techniques and University; Tricia King, Pro-Vice Common ground, common tactics for leading universities Master for Student Experience, purpose: Using website Louise Simpson, Managing Partner, Birkbeck, redevelopment to refocus The Knowledge Partnership organisation communications Large and small steps of Gavin Douglas, Director of The power of communications: change: managing the internal Student Recruitment, The Robert Management, leadership and communication process Gordon University and Alec Rattray, learning from mistakes Angela Martyn, Head of Corporate Senior Consultant, Precedent Peter Slee, Deputy Vice-Chancellor, Affairs, University of Hertfordshire Communications Northumbria University

Ten harsh truths about The communications Media law and Freedom of institutional websites challenges of our new world Information: Knowing the basics Paul Boag, Web Strategist, Anne Gregory, Pro Vice-Chancellor, David Banks, Journalism and PR Headscape Leeds Metropolitan University Department, University of Sunderland

12 Go online for more information, programme updates and booking: Understanding policy: Getting the most from your Taking an integrated marketing “I enjoyed meeting people How to make friends market research budget by approach to recruiting working in my field at other and influence people designing a great brief international students institutions and learning about Simon Maule, Managing Director, Matt Dunn and Kate Hunt, Tim Westlake, Director, Student developments in Marketing.” Linstock Communications Directors, dh insight Recruitment, Admissions and International Development, A toybox of tools to Design and Marketing: Living Location brands and education: University of Manchester enhance your online together in perfect harmony? Risks and opportunities in marketing-communications Grant Campbell, Managing Director destination marketing Communicating a breakthrough Tracy Playle, Director and and Laura Stuart, Communications Rosemary Stamp, Director, in the treatment of Alzheimer’s Communications Consultant, Manager, Campbell Rowley Stamp Consulting Shaunagh Kirby, Head of Pickle Jar Communications Communications and Jennifer Phillips, Communications Working strategically Officer, University of Aberdeen with communication and marketing of Going for gold on the silver screen Higher Education Kathryn Jones, Director of Marketing Janie Huus Tange, Director and Communications, Birmingham of Marketing, Copenhagen City University Business School, Denmark

Sessions are being added and updated regularly – visit www.case.org/conferences/ceac

REGISTER TODAY at www.case.org/conferences/ceac and benefit from the early bird discount!

www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 13 What if you are a… …Senior Practitioner?

The CASE Europe Annual Conference has much to offer senior The art of backwards thinking: How the economy practitioners. It will help you keep up with emerging and current Marketing to retain students impacts what we do issues in your profession and provide the opportunity to engage Susan Mesheau, Executive Director, C. Duncan Rice, Principal and Vice- with your peer group at a strategic level. U First: Integrated Recruitment Chancellor, University of Aberdeen; and Retention, University of New John Lippincott, President, CASE; This year the conference has a number of workshops, in addition Brunswick, Canada chaired by John Glier, President to those on the previous pages, ideal for senior practitioners. and Chief Executive, Grenzebach Some of these include: Women in philanthropy Glier + Associates A panel of women donors chaired Managing budgets Competing values, by Joanna Motion, Vice President The significance of branding in challenging times consistent messages for International Operations, CASE in launching a hybrid Anglo- Claire Brown, Director of Student Roy Bayfield, Director of Corporate Asian university in China Recruitment and Admissions, Marketing, Edge Hill University Working with institution heads Taryn Rock, Director of Corporate University of Liverpool; Shaun Shirley Pearce, Vice-Chancellor, Communications, University of Liverpool Horan, Director of Development and Performance psychology: Loughborough University; C. Duncan External Affairs, University of Reading; motivating teams and Rice, Principal and Vice-Chancellor, Emma Leech, Director of Marketing, individuals (2 part session) University of Aberdeen; chaired Communications and Development, John Neal, Director, Sport Business by John Lippincott, President, CASE Manchester Metropolitan University Initiative, Ashridge Business School and Richard Taylor, Director of Alumni relations in a Marketing and Communications, How different are we? Tackling tough economic climate University of Leicester; chaired issues in stakeholder perceptions Marci Weisblatt, Director of by Amanda Gregory, Managing Michele Ibbs, Pro Vice-Chancellor, Advancement, UCLA (University Director, EdIntell Liverpool John Moores University of California, Los Angeles), USA

14 Go online for more information, programme updates and booking: Conference planning committee

Conference Shaun Horan, Lori Manders, Natalie Walker, Chair: Director, Director, Head of Alumni Joëlle du Lac, Development Development and Relations, Director of and External External Affairs, University of Development, Affairs, University University of Cambridge, UK King’s College, of Reading, UK Aberdeen, UK Cambridge, UK

Claire Brown, Michael Lavery, Elizabeth Sanz, Alison Wildish, Director, Student Director, Head of Head of Web Recruitment and Communications, Marketing and Services, Admissions, Durham Communications, University University of University, UK University of of Bath, UK Liverpool, UK Brighton, UK

Marisa Cooke, Emma Leech, Maarten Vervaat, Director, Alumni Director, Marketing, Director of Affairs and INSEAD Communications University Funds Alumni Fund and Development, and Relations, (IAF), INSEAD, Manchester University of France Metropolitan Amsterdam, University, UK The Netherlands

www.case.org/conferences/CEAC email [email protected] call +44 (0)20 7448 9940 15 Register today!

Register today and join hundreds of participants in Liverpool for the Co-operation partners European annual meeting of alumni, marketing, communications and fundraising professionals.

Why? • Over 80 sessions to choose from • Develop your career skills • Network with your colleagues all in one place.

Key dates 12 June Early bird deadline 31 July Last day to register Early August Final confirmation and directions sent to participants 24-25 August Pre-conference programme 25-28 August Main conference

Generously supported by: Azorus, Blackbaud Europe, DHL Global, Educate, Graduate Prospects, Hobsons JWT, Rux Burton Associates, The Guardian, Tracesmart (as of publication date).

Details correct at time of printing. Conference speakers and sessions may be subject to change. April 2009.