Institute Summer Sessions ¡ New York Marriott Marquis ¡ July 15-17, 2018
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STRATEGIC FRAMEWORK VISION
OVERARCHING OBJECTIVE:
We strive to be the leader in cultivating, supporting and promoting best practices, innovations, and investment in alumni engagement while also advocating for a strong alumni voice for the benefit of alumni, their universities, and society by convening and engaging chief alumni officers representing the world’s leading research universities.
Ensure member satisfaction through high value programs, content, communications, and connections designed and led by members.
MISSION CAAE is committed to providing high-value professional development and personal leadership growth opportunities to chief alumni officers in a uniquely collegial manner for the benefit of member institutions and their alumni.
MUTUAL VALUE PROPOSITION CAAE to Members: A resource for professional development, ideas, networks, connections and support, CAAE is a conduit for content and connections that help chief alumni officers lead better, make evidenced-based decisions, and be high value assets to and for their Universities and their alumni. Members explore, create, and share with each other and with the field more broadly through CAAE, partner organizations, and personal networks. Members to CAAE and to the profession: Members fulfill CAAE’s mission through their involvement and interactions with one another. Members extend the reach and thought leadership of CAAE through the scale, impact and breadth of their work at their institutions; their contributions to the Winter Institute and Summer Session/CASE Summit as presenters and organizers; substantial participation in dialogues and information sharing; their role in allied or partner organizations such as CASE; and through their sharing of knowledge member to member and membership wide.
STRATEGIC PRIORITIES: Capitalizing on the diverse strengths of its membership, CAAE offers: • Evidence-based practices and insights that inform best practices to more effectively serve alumni and their alma maters. • Enriching experiences that facilitate delivery of high value professional and personal leadership development leading to enhanced performance for and value to their alumni and university communities. • Powerful peer networks and partnerships that facilitate communication and sharing among members between formal meetings to foster strong collegial relationships and partnerships that add value to members and CAAE initiatives and their alumni engagement programs.
PRIMARY ACTIVITIES: • Winter Institute • Summer Session/CASE Summit • Member communications • Creating opportunities to share evidence-based content • Annual census – data, salary, etc. • Fellowship programs • Orientation, stewardship, and engagement of members • CASE partnership • Mission-centered business partnerships
2017–2018 CAAE BOARD OF DIRECTORS BARBARA DICK President, 2017–2018 University of Toronto F. HOOPES WAMPLER Vice-President and President-Elect, 2017–2018 University of Pennsylvania
CAAE Summer Sessions
New York
July 15–17, 2018 3
Table of Contents 4 Agenda
JEFFREY TODD Secretary, 2016–2018 University of British Columbia
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Committee Membership
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CAAE Calendar 2019–2020
TODD McCUBBIN Treasurer, 2016–2018 University of Missouri
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Speaker Bio
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Sponsors
J THOMAS FORBES Past-President, 2017–2018 Indiana University
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Summer Session Participants Member Institutions
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Meeting Minutes: Winter 2018
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Membership Meeting Agenda Summer 2018
MONTIQUE COTTON KELLY Elected Director, 2017–2018 University of Connecticut SUSAN deMUTH Appointed Director, 2016–2018 Johns Hopkins University DONNA MacPHEE Elected Director, 2017–2020 Columbia University MIKE PEDE Elected Director, 2015–2018 University of Houston DONNA THORNTON Elected Director, 2016–2019 Rutgers, The State University of New Jersey LAURA WAYLAND Elected Director, 2016–2019 Northwestern University STERLY WILDER Appointed Director, 2016–2018 Duke University Ex Officio BRETT CHAMBERS Council for Advancement and Support of Education (CASE)
agenda New York Marriott Marquis
CAAE SUMMER SESSIONS SCHEDULE 2018
Please refer to the CASE Summit Program book for Summit session descriptions and meeting rooms.
SUNDAY, JULY 15, 2018 7:45 a.m. – 11:15 a.m. Brecht 4th Floor
SUNDAY, JULY 15, 2018 continued
This synergistic relationship helps an understanding of the partnerships for growth for engagement and philanthropy. Explore the concepts, commitments, values and best practices required to be high performing in aligned development and alumni engagement programs. Learn from leaders in this arena how this type of collaboration can help develop volunteer and philanthropic pipelines.
CAAE Board Meeting Breakfast available at 7:45am. Meeting begins at 8:30am.
11:30 a.m. – 12:45 p.m.
CAAE Kick-off: Lunch Bridging between community and innovation: How might engagement be an enabler of Social Innovation?
speaker Nouman Ashraf, Assistant Professor, Teaching Stream, Organizational Behavior, Rotman School of Management, University of Toronto 1:00 p.m. – 2:30 p.m.
Summit Opening Key Session Innovation is Not Brain Surgery
speaker Tina L. Seelig, Professor of the Practice– Management Science and Engineering; and Faculty Director, Stanford Technology Ventures Program, School of Engineering, Stanford University 2:30 p.m. – 3:00 p.m. Break in the Marketplace 3:00 p.m. – 4:30 p.m.
Summit Key Session The Loyalty Switch speaker James Kane, Loyalty Expert 4:30 p.m. – 5:45 p.m. CAAE Sessions Lyceum CAAE SPONSORED SESSION 5th Floor Characteristics and Values of
High-Performing Development and Alumni Engagement Programs
What are the characteristics and values of programs that are committed to being highly productive and effective at both fundraising and alumni relations? What does it look like when development and alumni engagement operate on all cylinders individually and collectively? How can institutional resources be deployed strategically to support both?
speakers David Palmer, Vice President, Advancement, University of Toronto Fritz Schroeder, Vice President, Development and Alumni Relations, Johns Hopkins University Rhea Turteltaub, Vice Chancellor, External Affairs, University of California, Los Angeles moderator Jeff Todd, Interim Vice President, Development and Alumni Engagement; and Executive Director, Alumni UBC, University of British Columbia 5:45 p.m. – 6:45 p.m.
Summit Reception in the Marketplace
6:30 p.m. – 9:30 p.m. CAAE Reception and Dinner www.becco-nyc.com Becco
355 West 46th Street New York, NY 10036
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CAAE Summer Sessions
Sessions
7:30 a.m. – 8:30 a.m. CAAE Breakfast Ziegfeld, 4th Floor 8:30 a.m. – 9:45 a.m. Summit Executive Education Sessions
Break in the Marketplace
10:30 a.m. – 11:45 a.m. Summit Executive Education Sessions
(repeated)
12:00 p.m. – 2:00 p.m. Summit Distinguished Service Awards
Luncheon
2:00 p.m. – 2:30 p.m.
July 15–17, 2018
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Summer Sessions Agenda 2018
Council of Alumni Association Executives
MONDAY, JULY 16, 2017
9:45 a.m. – 10:15 a.m.
New York
Dessert Reception in the Marketplace
2:30 p.m. – 3:45 p.m. CAAE Concurrent Sessions Winter Garden/Palace CAAE SPONSORED SESSION 6th Floor Enhancing the Narrative about the Role of
Alumni Relations as a Strategic Partner in the Educational Enterprise
The field of alumni relations is one that is not always well understood. Noted nonprofit thought leader Frances Hesselbein states, “There is a need for a common language which results in a common vision leading to common ground.” This session advances a common language about how to think about the field and outlines 10 ways alumni relations advances the institution and enriches the lives of students and alumni. Special emphasis is placed on the integration of alumni relations and enrollment management. In UT's strategic plan, enrollment growth and philanthropy are cited as the two additional sources of funding which will fuel the institution's growth. Best practice in alumni relations will be shared about other leading institutions throughout the globe. speakers Kari Alldredge, Vice Provost for Enrollment Management Lee Patouillet, Associate Vice Chancellor, Alumni Affairs, and Chief Alumni Officer, University of Tennessee, Knoxville
MONDAY, JULY 16, 2018 continued Odets CAAE SPONSORED SESSION 4th Floor Strategy and Leverage: Collaboration in Approach to
Working with Third-Party Vendors
Learn how to work with third-party vendors. Discussion topics include integration into current systems, the pitfalls and the benefits and how can we leverage our professional community. Conversation will center around how we as advancement professionals vet, select and work with third-party vendors. Panelists provide an overview of process and decision making, lessons learned and look to the audience to assist and support one another in creating a way to use our network when going through the arduous process of selecting new vendors. speakers Ralph Amos, President and CEO, Purdue Alumni Association, Purdue University Melinda Burke, Vice President UA Alumni Relations and President, UA Alumni Association, University of Arizona Susan deMuth, Executive Director, Office of Alumni Relations, Johns Hopkins University Cindy Fredrick, Vice President of Alumni Relations, University of Virginia moderator Julie Sina, Associate Vice Chancellor Alumni Affairs and CFO, UCLA Foundation, University of California, Los Angeles 3:45 p.m. – 4:15 p.m.
Break in the Marketpolace
4:15 p.m. – 5:15 p.m. Summit Key Session Agility and Strategic Execution
speaker Kathy Pearson, Professor, The Wharton School, University of Pennsylvania
agenda New York Marriott Marquis
CAAE SUMMER SESSIONS SCHEDULE 2018
Please refer to the CASE Summit Program book for Summit session descriptions and meeting rooms.
MONDAY, JULY 16, 2018 continued
TUESDAY, JULY 17, 2018 continued
6:15 p.m. – 8:00 p.m. CAAE Drinks and Hearty Hors d’ oeuvres www.bluefinnyc.com Blue Fin
10:45 a.m. – 11:00 a.m.
1567 Broadway New York, NY 10036
TUESDAY, JULY 17, 2018 7:30 a.m. – 8:30 a.m. Ziegfeld 4th Floor
CAAE Breakfast and Membership Meeting
8:30 a.m. – 9:30 a.m.
Key Summit Session A Conversation with Michael Bloomberg
speakers Mike Bloomberg, Founder, Bloomberg LP and Bloomberg Philanthropies; and 108th Mayor of New York City Ron Daniels, President, Johns Hopkins University 9:45 a.m. – 10:45 a.m.
Summit Key Session #MeToo: Creating a Culture of Zero Tolerance
moderator Sue Cunningham, President and CEO, Council for Advancement and Support of Education panelists Mary Sue Coleman, President, Association of American Universities James T. Harris, III, President, University of San Diego and Chair, CASE Board of Trustees Peter Hayashida, Vice Chancellor, University Advancement, University of California, Riverside, President, UC Riverside Foundation
Refreshment Break
11:00 a.m. – 12:00 p.m.
Summit Closing Key Session The Future of Education: Technology, Globalization and Transformation
speaker Fareed Zakaria, Global Thinker, Columnist and CNN Host
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CAAE Summer Sessions
Sessions
New York
July 15–17, 2018
Summer Sessions Agenda 2018
Council of Alumni Association Executives
Sunday, July 15 · 6:30 PM
Becco 355 West 46th Street New York, NY 10036
Monday, July 16 · 6:15 PM
Blue Fin 1567 Broadway New York, NY 10036
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Comittee Membership 2017 – 2018 AUDIT
INSTITUTES
Donna Thornton, Rutgers (chair) Melinda Burke, Arizona Bill McCausland, South Florida
Susan deMuth, Johns Hopkins (co-chair) Scott Westerman (co-chair) Patrick Auerbach, Southern California Mo Cotton-Kelly, Connecticut Barbara Dick, Toronto Lisa Lewis, Minnesota Donna MacPhee, Columbia Julie Sina, California Los Angeles Jeff Todd, British Columbia Hoopes Wampler, Pennsylvania Sterly Wilder, Duke
AWARDS and FELLOWSHIPS Donna MacPhee, Columbia (chair) Todd McCubbin, Missouri Jeff Todd, British Columbia Dwayne Wiles, Florida International Shelley Zabrowski, Nebraska
COMMUNICATIONS Scott Westerman, Michigan State (chair) Kathy Bickel, Oregon State Jerry DeFatta, Southern Mississippi Amy Eichhorst, Maryland Mike Pede, Houston JC Schnabel, Massachusetts
MEMBERSHIP
AFFINITY PARTNERS
Laura Wayland, Northwestern (co-chair) Mike Pede, Houston (co-chair) Kristi Bohlender, Colorado State Melinda Burke, Arizona Susan deMuth, Johns Hopkins Donna MacPhee, Columbia Sterly Wilder, Duke
Todd McCubbin, Missouri (chair) Jeff Davis, Mississippi State
RESEARCH
GOVERNANCE Hoopes Wampler, Penn (chair) Barbara Dick, Toronto J T. Forbes, Indiana Laura Wayland, Northwestern Julie Stroh, Central Florida Joe Irwin, Georgia Tech
J T. Forbes, Indiana (chair) Calvin Brown, Alabama Lee Patouillet, Tennessee Dolly Duffy, Notre Dame Julie Sina, California Los Angeles Howard Wolf, Stanford
CAAE Summer Sessions
New York
July 15–17, 2018
CAAE Calendar 2019–2020
UPCOMING CAAE EVENTS SCHEDULES at a glance WINTER INSTITUTE
SUMMER SESSIONS
Hyatt Regency Scottsdale at Gainey Ranch
Sheraton Boston Hotel
FEBRUARY 18–20, 2019
Scottsdale, AZ
JULY 14–16, 2019
Boston, MA IN CONJUNCTION WITH THE 2019 CASE SUMMIT FOR LEADERS IN ADVANCEMENT
WINTER INSTITUTE
SUMMER SESSIONS
Hyatt Regency Scottsdale at Gainey Ranch
Hilton San Francisco
FEBRUARY 17–19, 2020
Scottsdale, AZ
JULY 12–14, 2020
San Francisco, CA IN CONJUNCTION WITH THE 2020 CASE SUMMIT FOR LEADERS IN ADVANCEMENT
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CAAE Summer Sessions
New York
July 15–17, 2018 Speaker Bio
Nouman Ashraf Speaker Bio
Mr. Ashraf is Assistant Professor, Teaching Stream within the Organizational Behavior area at the Rotman School of Management. He possesses a broad range of professional, academic and research interests, with a specialized focus on enabling inclusive leadership practices within organization life. For the last decade and a half, he has held progressively senior roles at the University of Toronto.
CAAE Summer Sessions
New York
July 15–17, 2018
Speaker Bio
Nouman Ashraf is also the Academic Director of the Supervisory Officers Executive Leadership Program as well as Canada’s Outstanding Principals Program in partnership with The Learning Partnership. Furthermore, he is a recognized thought leader in governance and leadership, and has taught thousands of directors in the national Rotman program on Not for Profit Governance in partnership with the Institute for Corporate Directors since its inception in 2007. Winner of numerous teaching awards, Nouman teaches Emancipatory Leadership within the OMNIUM Global Executive MBA
Program, Leading Social Innovation within the 2 and 3 Year MBA programs, and Leading across Differences within the Rotman Commerce Program. His previous consulting engagements include the Canadian Broadcasting Corporation, the Ontario Trillium Foundation, United Way Toronto and York Region, and numerous postsecondary and healthcare institutions. At Lunch time, he can be found at Massey College within the University of Toronto, where he mentors exceptional post-graduate students in his capacity as Senior Fellow.
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thankyo
TITLE SPONSORS
INSTITUTE SPONSORS
CAAE Summer Sessions
New York
July 15–17, 2018
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Summer Sessions Participant and Member Institutions Lists
2018 SUMMER SESSIONS PARTICIPANTS Jorge Ancona
J Thomas Forbes
Jeff Minhas
Julie Stroh
Erica Arroyo
Cindy Fredrick
Dan Montoya
Kim Tavares
Patrick Auerbach
Steve Grafton
Michele Nota
Donna Thornton
Kristi Bohlender
Steven Hall
David Overstreet
Melinda Burke
Clothilde Hewlett
Leland Patouillet
Amy Button Renz
Jeffery Johnson
Tim Pavish
Ryan Chreist
Montique Cotton Kelly
Sean Price
Paul Clifford
Gabrielle Korn
Ryan Rodrigues
Jeff Davis
Lisa Lewis
Paul Rucker
Bill Dean
Donna MacPhee
JC Schnabl
Susan deMuth
William McCausland
Sarah Schutt
Douglas Dibbert
Todd McCubbin
Julie Sina
Karen McQuigge
Jim Smith
Kelly Menachemson
Amy Spelman
University of California, Riverside University of Miami University of Southern California Colorado State University University of Arizona Kansas State University University of Colorado at Boulder Pennsylvania State University Mississippi State University Texas Tech University Johns Hopkins University The University of North Carolina General Alumni Association
Barbara Dick
University of Toronto
Whitney Espich
Massachusetts Institute of Technology
Indiana University
University of Virginia University of Michigan, Ann Arbor Boston University University of California, Berkeley Iowa State University University of Connecticut McGill University University of Minnesota Columbia University University of South Florida University of Missouri - Columbia McMaster University University of Oregon
University of California, Irvine San Diego State University University of Rhode Island Florida State University University of Tennessee Washington State University University of Alberta Queen’s University University of Washington University of Massachusetts Amherst Wisconsin Alumni Association University of California, Los Angeles The Ohio State University
University of Central Florida Miami University Rutgers, The State University of New Jersey
George Thurlow
University of California, Santa Barbara
Jeffrey Todd
University of British Columbia
Lisa Vacarelli
Temple University
Timothy Walsh
University of Florida
Hoopes Wampler
University of Pennsylvania
Chad Warren
University of Nevada, Las Vegas
Laura Wayland
Northwestern University
Sterly Wilder
Duke University
Duane Wiles
Florida International University
Matthew Winston Virginia Tech
Western Illinois University
CAAE MEMBER INSTITUTIONS Arizona State University Auburn University Ball State University Boston College Boston University Clemson University Colorado State University Columbia University Duke University Florida International University Florida State University Georgia Institute of Technology Indiana University Iowa State University Kansas State University Louisiana State University Massachusetts Institute of Technology McGill University McMaster University Miami University of Ohio Michigan State University Mississippi State University
North Carolina State University Northwestern University Ohio University Oklahoma State University Oregon State University Pennsylvania State University Purdue University Queen's University Rutgers, The State University of New Jersey San Diego State University Southern Illinois University Stanford University Syracuse University Temple University Texas A&M University Texas Tech University The Johns Hopkins University The Ohio State University The University of Alabama The University of Arizona The University of North Carolina
University of Alberta University of Arkansas University of British Columbia University of California, Berkeley University of California, Davis University of California, Irvine University of California, Los Angeles University of California, Riverside University of California, Santa Barbara University of Central Florida University of Chicago University of Cincinnati University of Colorado Boulder University of Connecticut University of Georgia University of Houston University of Illinois University of Kentucky University of Maryland University of Massachusetts Amherst University of Miami University of Michigan
University of Minnesota University of Missouri University of Nebraska University of Nevada-Las Vegas University of Notre Dame University of Oregon University of Pennsylvania University of Pittsburgh University of Rhode Island University of South Florida University of Southern California University of Southern Mississippi University of Tennessee at Knoxville University of Toronto University of Utah University of Virginia University of Washington University of Wisconsin-Madison Virginia Tech Washington State University Western Illinois University
membership meetin
Meeting Minutes: Winter 2016
Membership Meeting Meeting Minutes
Winter Institute 2018 Hyatt Regency Scottsdale Resort and Spa Scottsdale, AZ February 21, 2018 8:30 a.m. – 9:30 a.m.
I.
Attending: Members attending the 2018 Winter Institute.
Welcome
President Barbara Dick welcomed everyone to the membership meeting and called the meeting to order at 8:47 a.m. Dick thanked the board and committee members for their work throughout the year. She has rarely worked with a group of people who are so mission focused.
II.
Approval of July 18, 2017 Minutes
Bill McCausland moved and Michele Nota seconded and the minutes were approved.
III. President’s Report (Barbara Dick)
Dick commented that the board is remaining focused on implementation of the strategic framework which was included in the institute packet. She shared that our winter institute attendance continues to grow although we have work to do on the CASE Summit. She invited Mo Cotton Kelly to share the current plans for the Summit and CAAE’s specific activities. CAAE will be contributing content/presentations for four breakout sessions. This year the Summit is July 15 – 17, 2018 at the New York Marriott Marquis. It was stressed by Steve Hall how important it is for CAAE to show up for the Summit and be active participants.
IV.
Treasurer’s Report (Todd McCubbin)
Todd McCubbin reported on the recent financial review. Total assets grew by $65,000, and revenue and expenses were on target. This year to date we have exceeded our partner targets and membership is coming in on track. Expenses and revenues were both on track. Reserves are up to a level where we are going to be considering how to best use the funds to further service to members. Hall suggested that we continue to consider using the healthy budget to reduce cost to members for the Summit. Joe Irwin moved and Jeff Davis second approval/acceptance of the financial review Dick also shared with the membership that our contract at the Hyatt is nearing completion and we are in negotiations with the property but will be doing due diligence to ensure we are securing the most attractive rates and property possible for our needs. Several members encouraged the board to maintain the quality of the property.
CAAE Summer Sessions
New York
July 15–17, 2018
15
Membership Meeting
Agenda: Summer 2018
Membership Meeting New York Marriott Marquis New York, NY
V.
Membership Report (Laura Wayland)
Laura Wayland reported that we are up by one member as of present totaling 85. We are looking at opportunities to bring on members form outside of North America. She listed the new or returning members (Ball State University, MIT, Queen’s University, Temple University, University of Nevada, Las Vegas, University of Alberta and University of Virginia) and the list of members who have dropped off of membership (Georgetown, United States Naval Academy, UC-Irvine, UC San Diego, University of Florida, University of Iowa, University of Louisville and University of Sydney). Wayland also referenced Virginia’s renewal as a member and that it highlighted our need to review membership processes and procedures for approving members because of the multiple entities at Virginia that deliver different elements of alumni engagement/ relations.
VI. Governance Report (Hoopes Wampler)
Hoopes Wampler reported that we are looking for nominations for several Board positions including directors, secretary, and treasurer. While selfnominations are welcomed we are even more interested in receiving nominations of fellow members for the board.
VII. Communications Report (Scott Westerman)
Scott Westerman reported that we have two audiences internal (us) and external (other alumni professionals). For internal we have a website and email communications. For external we have Twitter and are in the beta testing of a new website titled CAAE Today.
VIII. Other Business
No other business.
IX. Adjournment
Steve Hall moved adjournment and Jeff Johnson seconded and the meeting was adjourned at 9:18 a.m.
July 17, 2018 8:00 a.m. – 8:30 a.m. Ziegfeld 4th Floor
I. II.
Welcome Approval of Minutes
February, 2018
III. President’s Report IV.
Treasurer’s Report
V.
Membership Report
VI. Governance Report/ Election of New Officers and Directors VII. Acknowledgement and thanks of outgoing board members VIII. Other Business IX. Adjournment