| Sunday, April 27, 2003 |
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|
| 9:00 a.m. |
Conference check-in |
| 11:30 a.m. |
Opening Luncheon |
| |
Welcoming remarks by Conference Co-chairs
Dr. Debra Farar
Chair, CSU Board of Trustees
Louis Caldera
Vice Chancellor, University Advancement |
| 1:00 p.m. |
BREAK |
| 1:15 p.m. |
Afternoon Leadership Sessions |
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|
Executive
Leadership Session Presented by Association of Governing
Boards
A facilitated discussion and workshop for campus Presidents,
CSU Trustees, Chief Advancement Officers and Foundation Board
Chairs |
| |
| |
Presenters:
Dr. Charles B. (Chuck) Knapp
Former President, University of Georgia and the Aspen Institute
Douglas M. Wilson
Former Executive Director, Office of Corporate and Foundation
Relations, Indiana University Foundation |
| |
| This session will focus on what is
required to establish a vision for advancement and how that
vision can be articulated to campus stakeholders to develop
a shared commitment. Discussion will include how the vision
can be used to formulate campus priorities and fundraising objectives. |
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|
Academic
Leadership Session
Presented by the Council for the Advancement and Support of
Education
A workshop for campus Provosts and Deans |
| |
|
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Presenters:
Sheldon Caplis
Vice President for Institutional Advancement, University of
Maryland, Baltimore County
Don Gray
Vice President, University of Wisconsin Foundation |
| |
|
| This session presents development
as more than just raising funds. It includes a presentation
on the various ways that donors make different levels of gifts,
the major reasons people give major gifts, and the effective
use of the “development team.” |
| |
|
| 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 a.m. |
Conference check-in |
| 7:00 a.m. |
Breakfast Buffet |
| 8:00 a.m. |
Morning Plenary Session
Keynote Speakers: Vance T. Peterson, President of CASE and Carol
Harter, President, University of Nevada, Las Vegas |
| 9:00 a.m. |
BREAK |
| 9:15 a.m. |
Morning Leadership Sessions |
| |
|
Executive Leadership session
Presented by AGB |
| |
|
| |
Facilitators:
Dr. Charles B. (Chuck) Knapp
Douglas Wilson |
| |
|
| This session will focus on the organizational
and programmatic strategies for building fundraising programs.
Included in this session will be a panel discussion by CSU presidents
who tell of successful strategies at their campuses in developing
major gifts, in planning major comprehensive campaigns and in
developing campus and community support for aggressive advancement
and development programs. |
| |
|
Joint Session -- Academic
Leadership and Development Leadership (includes Bautzer
Faculty)
Presented by CASE |
| |
|
| |
Presenters
Don Gray
Andy Policano, Immediate past dean, University of Wisconsin
School of Business |
| |
|
| In this session, participants will
hear from a dean about the challenges for academic leadership
in building a successful school or department-based development
effort. Roles of the dean, other staff, faculty and volunteers
will be addressed with frank observations on what has worked
and what hasn’t. This session will also look at the development
team and the synergy that makes it work. |
| |
|
| 11:30 a.m. |
CSU Recognition Luncheon
Luncheon host |
| |
Charles Reed, Chancellor, California State University |
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Recognition of 2003 Bautzer Faculty Award Recipients |
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|
| 1:00 p.m. |
BREAK |
| 1:15 p.m. |
Afternoon Leadership Sessions |
| Joint Session -- Academic
Leadership and Development Leadership (includes Bautzer
Faculty) |
| |
|
-- The Deans and the Director of
Development (DoD) – Expectations and Accountability
Presented by Gary Cardaronella, Cardaronella Stirling Associates |
| |
|
| The workshop explores the partnership
between development and academics. How development staff and
academic staff can work together to achieve common goals. The
session explores the process of setting realistic expectations
and building accountability measures to meet those expectations.
This is a nuts and bolts session that provides practical suggestions
based on real situations. |
| |
|
-- Advisory Boards and the Effective
Use of Volunteers
Presented by CASE Facilitators: |
| |
Sheldon Caplis, Vice President for Institutional
Advancement, University of Maryland, Baltimore County |
| |
|
| This session will describe successful
models for forming school advisory boards, recruiting the right
volunteers and focusing on the development of strong fund raising
programs. |
| |
|
| 3:45 p.m. |
Communities of practice
Group discussion session led by CSU facilitators and CASE Faculty |
| |
|
| In the second part of this session,
participants will work in facilitated groups of communities
of practice to address issues particular to different schools
and programs. Small groups will focus on topics particular to
schools of business, science and technology, education, arts
and humanities engineering and architecture and health and human
services. This is an opportunity to discuss the issues each
participant faces in a peer-to-peer session. |
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|
| 5:15 p.m. |
Reception |
| |
|
| 7:00 p.m. |
Enjoy dinner at Long Beach’s many fine
restaurants with your colleagues to continue the discussion. |
| |
|
| Tuesday, April 29, 2003 |
| 7:00 a.m. |
Buffet Breakfast |
| 8:00 a.m. |
Morning Leadership Session |
| |
|
Development
Leadership session (includes Bautzer Faculty)
Presented by CASE |
| |
Presenters:
- Young Dawkins, President, University of New Hampshire
Foundation
- Betsy Flanagan, Vice President for Development and University
Relations, Virginia Tech
|
This full-morning session will
address many of the issues specific to line development staff
including:
- the tension between raising outright gifts and raising
deferred gifts
- balancing time, talent and relationship-building in developing
major gifts
- tips for making “artful asks” and showing
gratitude after the gift is made
- planning for a major campaign
|
| 12:00 noon |
Conference adjourns |