Yale Global Alumni Leadership Forum November 20 – 23, 2013 New Haven, Connecticut, USA This inaugural YaleGALE @ Yale is produced by the Yale Global Alumni Leadership Exchange (YaleGALE), a strategic initiative of the Association of Yale Alumni (AYA). Welcome Greetings, and welcome to New Haven, known as Elm City, for those stately trees, some of which still grace the New Haven Green in the center of town. This time of year the winds often blow cold as a premonition of winter, but it warms our hearts that all of you chose to spend it here in New Haven with us at this first YaleGALE @ Yale Global Alumni Leadership Forum. We are pleased to be hosting 28 of you, representing 8 universities and 1 service organization from 4 continents. We hope you learn as much as we know we will. Welcome also to the campus of Yale University. As you walk among the buildings this week, you will see a bit of the architecture that makes up the residential colleges of Yale. Their sheltering quadrangles are a key ingredient in creating a university experience that engenders the lifelong loyalty of alumni. Your first sessions are in Dwight Hall, situated on the Old Campus, which houses most first year students. It is most appropriate that this Forum be held at Dwight Hall which forms the locus of volunteering on the part of students. Yale is proud that over 2/3 of the student body are involved in volunteering. The Old Campus also contains the oldest university buildings – from Colonial times. In front of one of these stands a statue of one of the students who lived there, Nathan Hale, a patriot executed during the American Revolution. He is known, not only for his last words, “I regret that I have but one life to give for my country,” but also for earlier ones, “I wish to be useful.” During this week, you will see at Assembly, not only how we at Yale learn from each other, but also how we honor our own. At the end of the week you will get to experience that fall tradition of American universities – the football game. The weekly festivities of which often rival those of the annual Homecoming at universities elsewhere in the world. Thanks for coming. Boola, boola. Ben Slotznick ‘70 Producer, YaleGALE @ Yale Page 1 Table of Contents Welcome ……………………………………………………………………………………... 1 Table of Contents …………………………………………………………………………… 2 Agenda ………………………………………………………………………………………. 3 Biographies of selected speakers and panelists …………………………………………. 8 Session Materials Regional associations ……………………………………………………………... 15 Overview ……………………………………………………………………. 16 Additional information ……………………………………………………. 17 Regional associations abroad ……...............……………………………………… 19 Additional information ……………………………………………..……… 20 Leadership cultivation ……………………………………………………………... 21 Additional information ……………………………………………………... 22 Volunteer engagement ……………………………………………………………... 23 Additional information ………………………….…………………..……... 24 Mentoring, student-alumni programming, internships ………………………… 25 Overviews …………………………………………………………………… 26 Additional information …………………...…………………………..……. 29 Affinity groups (Shared Interest Groups – SIGs) ………………………………... 34 Overviews …………………………………………………………………… 35 Additional information ……………………………………..………..……. 40 Reunions …………………………………………………………………………….. 52 Overviews …………………………………………………………………… 53 Additional information ………………………………………..…….…….. 55 Alumni relations and social media ………………………………………………... 57 Additional information ……………………………………..……….…….. 58 Globalizing the Call to Service (Yale Alumni Service Corps) ……………..…… 71 Overview …………………………………………………………………….. 72 Additional Information ................................................................................... 73 Day of Service Around the World ………………………………………………… 74 Overview …………………………………………………………………….. 75 Additional information …………………………………………………….. 76 Addenda …………………………………………………………………………………….. 77 Map of the Yale Campus …………………………………………………………… 78 Invitation to Alumni Village outside the Yale Bowl on Saturday 10 – noon …. 84 Page 2 2013 Yale Global Alumni Leadership Forum at the AYA Assembly Nov. 20-23, 2013 Breakfast is on your own. Throughout the program you will be hosted by YaleGALE representatives. Wednesday, Nov. 20 Wednesday sessions are at Dwight Hall on 67 High Street, New Haven, CT Wednesday Morning Sessions 8:30 a.m.: Opening Address and Alumni Relations Overview by Mark Dollhopf ’77, Executive Director, Association of Yale Alumni 9:10 a.m. – 9:55 a.m.: First breakout sessions on best practices: • Regional associations Panelists: Roy Niedermayer ’69, Sharon Randall ’98, Lee Corbin ’91, John Boak ‘70 Topic: “Sustaining Regional Associations, both Large and Small” – How do you tailor your programming to the size and reach of your association? What can the large regional associations learn from the small ones? What can the small regional associations learn from each other? • Leadership cultivation Panelists: Joe Staley ’59, Ed Sevilla ’82, Charlotte Hitchcock ’91 MPH Topic: “Motivating Volunteers to be Effective Leaders” – How do you recruit and motivate alumni to volunteer their time to create and run successful alumni organizations? How do you keep alumni involved for the long term? 10:00 a.m.: Welcome and Delegation Introductions: Ben Slotznick ’70 will introduce one member of the delegation from each participating University, who will say a few words about their University and other members of their delegation. 10:30 a.m.: Coffee Break 10:50 a.m.: An Overview of Yale Alumni Relations by Kathy Edersheim ‘87 11:15 a.m.: Second breakout sessions on best practices: • Volunteer engagement Panelists: Lee Corbin ’91, Charlotte Hitchcock ’91 MPH, Stuart Cohen ’70, Ilona Emmerth ‘98 Topic: “Cultivating the Alumni Connection” – How do you get young alumni to start participating? How do you get new participation among older alumni? How do you keep the regulars coming back? • Alumni relations and social media Panelists include: John Boak ’70, Ed Sevilla ’82 Topic: “Effective use of social media in universities for engagement and development” – How has social media changed the way alumni engage with their Page 3 university? How has it changed the fundraising landscape? Which social media tools have been the most effective? How do you run an internet fundraising campaign? Does the Internet eliminate the need for other alumni activities? 12 noon: Lunch – Lunch will be held one block away in Rose Alumni House at 232 York Street. We will be joining the AYA Board of Governors for a casual lunch at Rose Alumni House. Wednesday Afternoon Sessions 1:30 p.m.: Opening: Kathy Edersheim ’87, AYA Senior Director, International Alumni Relations and Travel 2:00 p.m.: Third breakout sessions on best practices: • Mentoring, student-alumni programming, internships Panelists: John Boak ’70, Marv Berenblum ’56, Steve Blum ’74 Topic: “Bulldogs: Student Internship Programs that fuel Alumni Participation” – What are the components of a summer student intern program? What is the alumni involvement? How do you get employer buy-in? Why involve non-profits and NGOs? How do you involve them? • Affinity groups Panelists: Charlotte Hitchcock ’91 MPH, Ed Sevilla ‘82, Kathy Edersheim ‘87 Topic: “Organizing Alumni Activities around Shared Interests or Identity” – How do you create alumni networks based on common interests such as law, journalism, finance, or entertainment? How do you find alumni with common interests and get them together? 2:45 p.m.: Break 3:00 p.m.: Third breakout sessions on best practices: • Regional associations abroad Panelists: Paul Broholm ’78, Thatcher Shellaby ’70, Caroline Hsiao Van '79 Topic: “Far from home: organizing regional associations abroad” – What are the particular problems facing regional alumni associations located in countries different than the home of their university? What are the hidden strengths? How do you capitalize on those strengths? • Reunions Panelists: Sharon Randall ’98, Stuart Cohen ’70, Jennifer Julier ‘77 Topic: “Event Management: Planning Successful Reunions and Events” – What are the steps in creating an event that alumni will want to attend? What are appropriate venues and price points? Who should organize such events – professional staff or volunteers? 4:00 p.m.: Plenary session: summation 6:30 p.m.: Welcome dinner with AYA Board of Governors: at the Peabody Museum, 170 Whitney Avenue Shuttle buses are leaving from (a) St. Thomas More/Golden Center on 268 Park Street and (b) The Study on 1157 Chapel Street at 6:15p.m. at both locations. Page 4 Thursday, Nov. 21 The AYA Assembly plenary: Shubert Theater on 247 College Street. 9:30 a.m. - 10:00 a.m.: AYA Assembly morning plenary session – The theme this year is 375 years in New Haven: Town and Gown linked together. Welcome and Introduction to the Assembly Shubert Theater, 247 College Street • Jimmy Lu ’77, Chair, AYA Board of Governors • Video welcome from Mayor John DeStefano 10:00 a.m.: Short break: Leave plenary and walk from Shubert Theater to Dwight Hall at 67 High Street Yale Global Alumni Leadership Forum – Thursday Sessions Theme: Globalization of Alumni Relations 10:15 a.m.: Internationalization strategy at Yale by Don Filer, Executive Director, Yale Office of International Affairs 11:00 a.m.: Coffee Break 11:15 a.m.: Globalizing the Call to Service: Yale Alumni Service Corps by Kathy Edersheim ‘87 Since the spring of 2008, Yale alumni, family and friends have traveled as a group to under- developed communities to provided volunteer services, with a vision much like the Peace Corps. Their volunteering