| Sunday, April 27, 2003 |
| 11:30 a.m. – 1:00 p.m. |
Opening Luncheon: Welcoming Remarks
Conference Co-chairs
Dr. Debra Farar, Chair, CSU Board of Trustees
Louis Caldera, Vice Chancellor for University Advancement |
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|
| 1:00 – 1:15 p.m. |
Break |
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|
| 1:15 – 2:30 p.m. |
What is Development? Who Does It and
Who Gives?
Don Gray, Vice President, University of Wisconsin Foundation
- Why development is far more than the raising of funds
- The proper vocabulary of good development
- Ways that donors make different levels of gifts
- The reasons people give major gifts and the time commitment
normally required for receiving these gifts
- The Cycle of Successful Development — a model for
fundraising success
|
| 2:30 – 3:45 p.m. |
Putting it All Together: The Team
in Development
Sheldon Caplis, Vice President for Institutional Advancement,
University of Maryland, Baltimore County
- The members of the development team — who comprises
this team and what their roles are
- The special relationship between the dean and the development
officer
- The role of the president and provost in good development
|
| 3:45 – 4:00 p.m. |
Break |
| |
|
| 4:00 – 5:15 p.m. |
Major Gifts, Relationships, and Patience
— A Workshop for Academic Leadership
Don Gray, Vice President, University of Wisconsin Foundation
- Specific phases of “The Cycle of Successful Development
— practical suggestions for each step in the process
- Effective ways of establishing long-term relationships
with the right prospective donors
- How to make "artful" asks and how to show gratitude
creatively after the gift is made
|
| 6:00 p.m. |
Reception and Dinner
Featuring Peter Ueberroth, former Baseball Commissioner, President
1984 Los Angeles Olympic Organizing Committee and San Jose State
Alumnus |
| |
|
| Monday, April 28, 2003 |
| 7:00 – 8:00 a.m. |
Registration and Buffet Breakfast |
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|
| COMBINED SESSION —
EXECUTIVE, ACADEMIC AND DEVELOPMENT LEADERSHIP |
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|
| 8:00 – 9:00 a.m. |
Morning Plenary Session
Keynote Speakers: Vance T. Peterson, President of CASE and Carol
Harter, President, University of Nevada, Las Vegas |
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|
| 9:00 – 9:15 a.m. |
Break |
| |
|
| JOINT SESSION — ACADEMIC
AND DEVELOPMENT LEADERSHIP |
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|
| 9:15 – 10:30 a.m. |
Creating a Vision for Development
Andy Policano, Immediate Past Dean, University of Wisconsin
School of Business
- The dean’s perspective on development as a way
of realizing the university’s and dean’s vision
for the school
- Ways in which the dean, the development officer, other
staff, faculty and volunteers play an integral role in the
process
- A dean’s experience in building a successful development
program — what worked and what didn’t and why
|
| 10:30 – 10:45 a.m. |
Break |
| |
|
| 10:45 – 11:30 a.m. |
Characteristics of a Successful Development
Team
Don Gray, Vice President, University of Wisconsin Foundation
Andy Policano, Immediate Past Dean, University of Wisconsin
School of Business
- The team concept of development: why and how it works
- The interpersonal chemistry that makes a successful team
- Why synergy between the traits of a dean and the traits
of a development officer can make the combination far more
effective than working alone
|
| 11:30 a.m. – 1:00 p.m. |
CSU Recognition Luncheon
Hosted by Chancellor Charles Reed
Honoring 2003 Bautzer Faculty Award Recipients
|
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|
| 1:00 – 1:15 p.m. |
Break |
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|
| 1:15 – 2:30 p.m. |
The Dean and the Director of Development
(DoD) – Expectations and Accountability
Gary Cardaronella, Cardaronella Stirling Associates
- The development officer’s perspective on the dean/development
staff relationship
- Setting realistic expectations and determining accountability
measures
- How fundraising in academic units support university-wide
objectives
|
| 2:30 – 3:30 p.m. |
Advisory Boards and the Effective
Use of Volunteers
Sheldon Caplis, Vice President for Institutional Advancement,
University of Maryland, Baltimore County
- How and why advisory boards and other external/volunteer
committees can be effective tools for development
- Types of boards that work and those that don’t
- Practical tips for forming boards, recruiting volunteers
and conducting effective meetings
|
| 3:30 – 3:45 p.m. |
Break |
| |
|
| 3:45 – 5:00 p.m. |
Communities
of Practice Discussion
CSU facilitators with the assistance of CASE faculty
In this session, academic and development leaders break into
12 groups identified by their particular school or community
of practice. CSU and CASE facilitators will lead an interactive
discussion of issues and challenges unique to each area with
a focus on specific strategies that work. |
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|
| 5:00 p.m. |
Adjourn for the day |
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|
| The evening is free for campus groups
or communities of practice to continue their discussions over
dinner in the Long Beach shorefront area. |