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IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H49DELIVER
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IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H1DELIVER
Welcome / General Information
Dear Colleagues, Delivering optimal service to our constituents requires us to be both strategic in our focus and open to new ideas. Our future success is incumbent upon our ability to learn from best practices and embrace new ideas and technologies. At our DELIVER conference, you will have the opportunity to learn from the best ideas of your peers, explore innovative solutions from industry partners and be inspired by notable speakers. In addition, you will expand and strengthen your professional network, a resource that will remain with you long after our conference concludes. On behalf of the District IV Conference Planning Committee, thank you for joining us for this premier conference. We are confident you will leave with strategic tools and new ideas to deliver results for your organization. Warm regards,
Porter S. Garner IIIChair, 2014 CASE District IV DELIVER ConferencePresident and CEO, The Association of Former Students of Texas A&M University
Porter S. Garner IIITable of Contents
1 Welcome/ General Information
2 Conference Leadership
3 Schedule at a Glance
4 Floor Plans
5-16 Program
17-23 Annual Business Meeting
24 2013-14 Board of Directors
25-35 2014 Resource Partners
36-44 2014 Registration List
45 Savoie CEO Award Winner
46 Scholarship Winners
47-48 Notes
Resource ExchangeMaterials to share may be dropped off
at the registration desk.
If you are seeking new ideas or ways to improve existing programs, this is the place to share and learn. The Resource Exchange is a collection of materials developed by fellow CASE colleagues and they’re available for you to peruse at your convenience. Pick up what looks good and might be helpful and take it back to your campus. You’ll find printed materials in every imaginable format: magazines, tabloids, newsletters, technology, features, membership, annual reports, president’s reports, student recruitment, fundraising, direct mail appeals, calendars, posters, capital campaigns and much more.
H2CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
2014 Conference LeadershipConference Chair - Porter S. Garner III, The Association of Former Students of Texas A&M UniversityConference Program Chair - Mike Pede, University of HoustonConference Operations Chair - Cecilee Herd, The Association of Former Students of Texas A&M UniversityConference Finance Chair - Derek Bowman, Southern Illinois UniversityConference Engagement Chair - Sara Furr, Oklahoma State UniversityProgram Vice Chair - Graham Stewart, Vanderbilt UniversityRegistration Vice Chair - Josh Kee, Southern Arkansas University - MagnoliaOperations Vice Chair - Monica Simon, The Association of Former Students of Texas A&M UniversityMarketing & Communications Vice Chair - Chase Carter, Oklahoma State UniversityRegistration - JoAnn Lucero, Southwestern UniversityVolunteers - Ginny Jones, Rice UniversityWebmaster/Online Community - Victoria Hughes, Austin College; Brandon Cozart, The Association of Former Students of Texas A&M UniversityScholarships/Recognition and Graphics Chair - Bruno Ruggiero, Nicholls State UniversitySurvey & Evaluations - Jewelette Christopher, University of Texas Health Science Center at HoustonAwards Gallery/Recognition Chair - Carrie Phillips, Arkansas Tech UniversityKeynote Speakers - Ben Renberg, Rice UniversityAudio/Visual - Logan Freeman, The Association of Former Students of Texas A&M University2015 Conference Chair - April Hampton Perez, Southwestern University
Advancement Services Chair - Sophia James, Houston Community CollegeAlumni Relations Chair - Graham Stewart, Vanderbilt UniversityAnnual Giving Chair - Heather Green, University of Texas at San AntonioExecutives Chair - Frank Holmes, Sam Houston State UniversityGift Planning Chair - Jan Hopson, University of TexasMajor Gifts Chair - Paula Voyles, Oklahoma State UniversityMarketing/Communications Chair - Amanda Booren, San Jacinto CollegeNew to the Profession Chair - Bob Denman, University of Arkansas at Little RockPublications Co-Chairs - Jackie Bartkeiwicz, LSU; John Grubb; LSUSocial Media/Web Chair - Ben Alexander, SMUStewardship/Donor Relations Chair - Charles Bacarisse, Houston Baptist UniversityStudent Engagement Chair - Heath Bowman, University of Arkansas
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H3DELIVER
Schedule at a Glance
Saturday, April 12 2 - 5 p.m.CASE District IV Board Meeting
2 - 6:30 p.m. Conference Registration
5:30 - 6:30 p.m.DELIVER the Excitement! - Welcome Reception
Sunday, April 13 7:30 a.m. - 6 p.m.Conference Registration
8:15 - 9:15 a.m.Continental Breakfast and Introduction to 2014 Conference Sessions
9:30 - 10:30 a.m.Conference Sessions
10:30 - 10:45 a.m.Break
10:45 - 11:45 a.m.Conference Sessions
Noon-1:15 p.m.Lunch and DELIVER Your CASE
1:30 - 2:45 p.m.Conference Sessions
2:30 - 4:30 p.m. Senior Leadership Session
2:45 - 3:15 p.m.Refreshment Break with Exhibitors
3:15 - 4:30 p.m.Conference Sessions
4:45 - 6 p.m.CEO Award Presentation and Featured SpeakerAlan Gershenhorn, Chief Sales, Marketing and Strategy Officer at UPS
6 - 8 p.m.DELIVER the Spirit! - Reception with Exhibitors
Monday, April 14 7:30 a.m. - 5 p.m.Conference Registration
8 - 9 a.m.Breakfast and Featured SpeakerSec. Andrew H. Card Jr., White House Chief of Staff under President George W. Bush
9:15 - 10:15 a.m.Conference Sessions
10:15 - 10:30 a.m.Break
10:30 - 11:30 a.m.Conference Sessions
11:45 a.m. - 12:30 p.m.Lunch and Featured SpeakerRobert Wuhl, Actor - Assume the Position!
12:30 - 1:45 p.m.DELIVER the Best of the Best! - CASE IV Accolades and Winning Presentations
2 - 3:15 p.m.Conference Sessions
3:15 - 3:45 p.m.Refreshment Break with Exhibitors
3:45 - 5 p.m.Conference Sessions
5:15 - 5:45 p.m.State Meetings/Service Awards
6:30 - 8:30 p.m.DELIVER the Fun! - Lucky Strike (separate ticketed event)
Tuesday, April 15 7:45 a.m. - NoonConference Registration
8 - 9:15 a.m.CASE IV Business Meeting Breakfast and District Awards
9:30 - 10:30 a.m.Conference Sessions
10:30 - 10:45 a.m.Break
10:45 - 11:45 a.m.Conference Sessions
Noon - 1:30 p.m. Closing Lunch and Featured Speaker Carl Lewis, U.S. Olympian
1:30 - 2 p.m. Conference Closing
H4CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Hotel Floor Plans
Second Floor
Third Floor
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H5DELIVER
Conference Session Schedule
Saturday, April 122 - 6:30 p.m.
Conference Registration - Second Floor Lobby
5:30 - 6:30 p.m. DELIVER the Excitement! - Welcome ReceptionBallroom of the Americas
Sponsored by: Rice Center for Philanthropy & Nonprofit Leadership
Sunday, April 137:30 a.m. - 6 p.m. Conference Registration - Second Floor Lobby
8:15 - 9:15 a.m. Continental Breakfast and Introduction to 2014 Conference SessionsBallroom of the Americas - Sponsored by: Nationwide Insurance
Session #1 | 9:30 - 10:30 a.m. What Can CASE ASAP Do For You? Resources for Your Student Advancement Program | Alumni RelationsKate Ayala, CASE ASAP District IV Representative, University of New Mexico
CASE ASAP is an international organization supporting and enhancing student groups who improve their institutions through tradition, spirit, and fundraising by providing networking, leadership, and program development opportunities. Come learn about the benefits and services of the program and how your school can become involved.
343.AB - Sponsored by: Merge
So You Think You’re Prepared? Crisis Management & Communications in the Real World | Marketing/CommunicationsLaura Morris, Associate Vice Chancellor, Marketing & Communications, Lone Star College
In 2013, two violent campus incidents thrust Lone Star College into the national spotlight. A shooting at LSC-North Harris and a multiple stabbing event at LSC-CyFair. This session covers what worked, what didn’t, lessons learned and the protocols and operating procedures now in place across the Lone Star College System.
336.AB
First Steps in Building Your Professional Network | New to the ProfessionBob Denman, Vice Chancellor for Advancement, University of Arkansas at Little Rock
You are in a brand new job. You don’t know a lot of folks yet and know you need to network with new colleagues, after all, you don’t want to ask your new supervisor about everything. You are not alone. Come to this session and walk away with a portfolio of new contacts destined to be professional colleagues.
337.AB - Sponsored by: Rice Center for Philanthropy & Nonprofit Leadership
Creative Collaboration Across the Campus | PublicationsJewel Hampton, Creative Director, LSU
A case study and tips for engaging the campus community in the creative process to create buy-in and fuel innovation.
340.AB - Sponsored by: GradMags
UH1UP Challenge: The University of Houston and Game Mechanics | Social Media/WebJessica Brand, University of Houston
The UH1UP Challenge scavenger hunt was hosted by the University of Houston in the fall semester, 2013. It relied on game mechanics to help students find resources for their academic and professional success, learn about the university, and network with their peers. Each of the seven tasks in the challenge was designed to also support strategic goals for the university, such as student success, affinity building, and community engagement. To play, students would complete tasks and use their smart phones to submit photos of their activity to an app. Several tasks had layered components, timing challenges, and off-campus commitments. Despite these hurdles, over 500 students participated, exceeding the program goal. http://www.uh.edu/uh1up/
335.B
10:30 - 10:45 a.m. Break - Third Floor Lobby
10:30 a.m. - 8 p.m. Exhibitors Available - Ballroom of the Americas
H6CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Conference Session Schedule
Session #2 | 10:45 - 11:45 a.m. Alumni Engagement Through Affinity Groups | Alumni RelationsMitch Andrews, Executive Director, Advancement and Alumni Engagement, Tyler Junior College
With limited resources dedicated to alumni engagement, many “small shops” find it challenging to identify priorities in order to develop and grow their alumni base. Learn how to utilize affinity groups as a resource to re-connect former students including aligning efforts with institutional priorities; establishing effective governance of groups; and, cultivating alumni as donors.
343.AB - Sponsored by: Merge
Government Relations Influence on Marketing and PR | Marketing/CommunicationsTeri Crawford, Vice Chancellor, Marketing, Public Relations, and Government Affairs, San Jacinto College
As state and federal legislators debate about the success of higher education, marketing and PR are impacted in the messaging. Not only must we recruit students, but also help shape the image of the College in the eyes of the public and elected officials. San Jacinto College developed a marketing campaign that delivers on the key goal of the national student success agenda — completion.
336.AB
Fundraising Strategic Roadmap Development: Charting a Successful Journey | Major GiftsTrent Ricker, Chief Executive Officer, Pursuant Ketchum
Acquisition. Conversion. Reactivation. Retention. Why are these terms all separated by a period? For decades fundraisers have thought of these areas of focus as separate initiatives or campaigns due to traditional fundraising practices. What if we challenged ourselves to make a dynamic shift in our own fundraising practices to strategically link these initiatives or campaigns together by creating a well thought out fundraising strategic roadmap. Join Trent Ricker as he maps out a transformational approach to developing an organization’s integrated, comprehensive fundraising strategic roadmap. Attendees will discover how to utilize strategic planning to examine existing practices of today into integrated practices of tomorrow.
335.B - Sponsored by: GideonStone
How Do the Professionals Use CASE? | New to the ProfessionChristian O’Neal, Associate Vice Chancellor for Alumni and Development, University of Arkansas at Little Rock; Laura Murray, Associate Vice President for Development and Alumni relations, University of Texas at San Antonio; and Rodney O. Parks, Director of Development, Philander Smith College
CASE is a international organization providing a robust portfolio of advancement services. Hear how alumni, development, and communications professionals in District 4 use their CASE membership to advance their institutional mission.
337.AB - Sponsored by: Rice Center for Philanthropy & Nonprofit Leadership
What Five U.S. Presidents Taught Me About Websites | Social Media/WebBen Alexander, Director of E-Marketing, SMU
The spotlight was on SMU last year for the dedication of the George W. Bush Presidential Center. In this session, we’ll discuss lessons learned from that event that you can apply to online communication at your institution during high-profile moments -- whether planned or unplanned.
335.B
Cultivating your Next Generation of Donors; Strategies for Turning Students into Philanthropists | Student EngagementCassie Alvarado, Director of Development & Alumni Relations, University of Texas at Austin
More and more we have to be focused on developing our next generation of donors; this session will focus on creative ways to utilize your current resources to transform students and young alumni into donors.
340.AB
Noon - 1:15 p.m. Lunch and DELIVER Your CASEOur new presentation format will pack a punch with numerous great ideas in a short amount of time. Each five-minute presentation will provide one innovative idea after the next.
Ballroom of the Americas - Sponsored by: CINK
Session #3 | 1:30 - 2:45 p.m. Prospect Research: A Primer for the Novice Advancement Research Professional | Advancement ServicesPatrina Johnson, Director of Advancement Services, Centenary College of Louisiana
A general overview of the Program and the annual reporting process will be presented by representatives from UT System Administration, and representatives from two of the15 UT institutions will provide the respondent’s perspective on the impact that the Program has had on their endowment management operations and success. Total time: 1 Hour (45 minutes presentation; 15 minutes questions and answers).
335.C - Sponsored by: Brian Lacy and Associates
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H7DELIVER
Conference Session Schedule
Session #3 | 1:30 - 2:45 p.m. (Continued) Alumni Relations – Back to the Basics; Tried and True Methods That Work | Alumni RelationsConnie Cochran, Director of Alumni Relations, Texas Southern University
This session will discuss tried and true methods that work for alumni relations professionals wanting to engage their alumni. The audience will be asked to participate and share best practices.
343.AB - Sponsored by: Merge
Integrating Estate Gifts into Planning | Gift PlanningEddie Thompson, Founder and CEO, Thompson & Associates
This presentation will suggest ways to integrate estate gifts to charity as part of the estate planning process. We will examine current trends in charitable estate planning as well as the types of donors who make these amazing gifts. We will review the three important questions donors ask and answer before they make an estate gift to charity and discover how these questions impact the planning process. A number of estate plans will be reviewed to reveal the results of an integrated planning process.
335.A - Sponsored by: Thompson & Associates
Getting in the Door | Major GiftsEvan Morgan, Director of Development, Major Gifts, Rice University; and Ginny Jones, Associate Director of Development, Major Gifts, Rice University
Are you a new frontline fundraising officer or want to be one? Wondering how you’ll hit your monthly visit quotas? By attending this session you’ll learn about developing a systematic process for securing your meeting, preparing for your visit and implementing relevant follow-up. This session is geared towards newer frontline fundraisers who are building their skills in leadership, annual fund, and major gift solicitations. Bonus: Share your specific challenges and get advice from the presenters and fellow fundraisers.
340.AB - Sponsored by: GideonStone
One Story, Multiple Venues: Making Your Magazine Content Do More | PublicationsFrannie Schneider, Editor, St. Edward’s University; and Kate Hahn, Marketing Services Manager, St. Edward’s University
Let’s face it; we’re working in a time when every penny spent needs to be justified. So make your stories work for your university over and over again. Make the case for freelance and staff resources by showing that your magazine has a life well beyond, well, your magazine. If your publication is a true reflection of your university’s vision and values, don’t you want the stories that fill its pages to live forever?
337.AB - Sponsored by: GradMags
No Photoshop Required: Being the Face of Your Institution on Social Media | Social Media/WebTodd Clark, Director of Creative Media, Arkansas State University
Social media can be a great tool to establish a face to a “faceless organization,” but in higher education, we’re anything but. From faculty members to the parking police, students have daily interactions with people who shape their perception of our institutions. Learn how we use social media at Arkansas State to drive home our values and shape the way that students, alumni and community members interact with A-State.
335.B
Students Hooked on Texas: Cross-Campus Strategies for Student Engagement and Giving | Student EngagementJulie Lucas, Asst. Director of Development in Annual Giving and Student Affairs, University of Texas at Austin; and Krystyna Davenport Brown, Director of Development in Student Affairs, University of Texas at Austin
An understanding for building an innovative cross divisional relationship between the Offices of Development and Student Affairs, by examining the history of the UT Students Hooked on Texas from its inception to current day status, which was forged to bring a deeper experience of student philanthropy to the student body.
339.AB
Executive Track Session | 2:30 - 4:30 p.m.DELIVER the Future of Higher Education through Alumni EngagementModerator: Frank R. Holmes, Vice President for University Advancement, Sam Houston State UniversityPanelists: Dr. Eddie J. Davis, President, Texas A&M Foundation; C. Richard McKelvey, Vice President for University Relations, Southwestern University (Georgetown); Dr. Paula M. Short, University of Houston System Senior Vice Chancellor, University of Houston Provost; and Loren Taylor, President & CEO, University of Illinois Alumni Association
This session will focus on the increasing need to engage alumni in meaningful ways and to attract philanthropic support for higher education. This is especially relevant as institution are being held to higher standards of accountability even as their support shifts from public to private in terms of budget resources.
Grand Ballroom J and K (fourth floor - not on floor plan) - Sponsored by: Pursuant
H8CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Conference Session Schedule
2:45 - 3:15 p.m. Refreshment Break with ExhibitorsBallroom of the Americas Exhibit Area
Session #4 | 3:15 - 4:30 p.m.Endowment Compliance is a Win-Win: Happy Donors and Effective Use of Your Available Resources | Advancement ServicesRandy Okumura, Endowment Compliance Coordinator, University of Texas System; Charlotte Hambrick, Director of Endowment Compliance and Development Operations, University of Texas System; Jamie Cantara, Director of Endowment Services and Compliance, University of Texas at Austin; and Lydia Aleman, Associate Vice President for University Advancement, University of Texas-Pan American
Since its inception in 2001, The University of Texas System-wide Endowment Compliance Program has evolved into a model for strengthening stewardship; ensuring compliance with endowment agreements, laws and policies; increasing effective use of available resources; and improving reporting to donors and UT System leadership. The Program requires that all endowments (10,651 valued at $6.2 billion as of 8/31/2012) be reviewed and reported on at least every three years, via an Endowment Compliance Report that contains data on operating account balances and excessive accumulations, expenditures, donor reporting, and staff training. The Endowment Compliance Report is submitted annually by each of the UT System’s nine academic and six health institutions. Following evaluation by UT System Administration endowment compliance personnel, results are reported to UT System leadership and the UT System Board of Regents, and a report of findings and recommendations is issued to the President of each institution. The comprehensive nature of the UT System-wide Endowment Compliance Program is unique among institutions of higher education in the nation today. In 2008, the Program received an Award of Excellence in Outstanding Advancement Services Initiative from CASE, Southwest District IV, and in 2013, a Silver Award in Overall Operations was received from CASE.
335.C - Sponsored by: Brian Lacy and Associates
Direct Marketing: Leverage Resources, Increase Performance | Annual GivingMeredith Blair, Executive Director of Regional Advancement and Annual Giving, University of California, San Diego
Resources are always limited—both financial resources and personnel resources. Direct mail can stretch the bandwidth of both! This session will be a “feet on the ground” perspective for how to leverage your budget, the information in your database, and your staff’s time and include tips and suggestions for how to increase the performance of your direct marketing campaigns.
339.AB - Sponsored by: RuffaloCODY
Gift Officer Accountability: Where to Start? | Major GiftsTony Smercina, Executive Vice President, Pursuant Ketchum
A good understanding of an organization’s vision and the skill to effectively communicate that vision must be balanced with individual gift officer metrics that ensure results. But too often, major gift officer programs have no accountability. Their major giving goals are either arbitrarily set by the CFO, or they appear disconnected from the philanthropic potential of the donor base.
340.AB - Sponsored by: GideonStone
Building Brand Through Utility | Marketing/CommunicationsMark Rudkin, Executive Director of Marketing, Rice University
A presentation/discussion on changing the philosophy of branding at the Jones School at Rice University. In the last 3 years, incremental steps have shown results in building brand through balancing the value of message with positioning of brand. The results have been a more effective website with higher usability, a rebranding of the alumni magazine, and a steady increase in growth in social media.
336.AB
So What the Heck is Advancement? | New to the ProfessionBrett Chambers, Executive Director of Volunteer Relations, CASEJohn Lippincott, President, CASE
What is university or college advancement and why are alumni, development and communications functions generally lumped together? How do these units work together and for what purpose? Get the big picture from one of the nation’s leading experts.
337.AB - Sponsored by: Rice Center for Philanthropy & Nonprofit Leadership
Fostering Student-Alumni Connections at a Commuter Institution | Student EngagementLiza Alonzo, Assistant Dean of Students, University of Houston-Downtown; and Jaha Williams, Director of Individual Giving, University of Houston-Downtown
This session is designed for advancement and alumni relations professionals seeking to establish a longstanding tradition and build lasting relationships with graduating students or new alumni. Universities who service traditional and non-traditional students are encouraged to attend. This session will help any university build a celebratory segue for students who are transitioning to new alumni, by defining and establishing the new relationship between graduates and the institution. Participants will leave this session with strategies on developing alumni relations with current students, understanding the importance of the final interactions with students and first impressions of existing alumni groups, and conceptualizing the intricate roles student services, alumni relations, and development offices play in fundraising.
335.A
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H9DELIVER
Conference Session Schedule
4:45 - 6 p.m.
CEO Award Presentation and Evening Featured Speaker
Alan Gershenhorn is the chief sales, marketing and strategy officer for UPS, the world’s largest package delivery company and global leader in supply chain and freight services. Alan began his UPS career more than 30 years ago working nights while earning his BBA at the University of Houston. Alan is a member of
the World Business Council on Sustainable Development, board director of The UPS Foundation and served as a delegate to the World Economic Forum in 2007, 2008 and 2012.
Ballroom of the Americas - Sponsored by: Pursuant
6 - 8 p.m. DELIVER the Spirit! - Reception with ExhibitorsOur 2014 conference is the perfect time to celebrate what’s fun and unique about your institution! Wear your school colors and join us for Spirit Night with our DELIVER conference exhibitors.
Ballroom of the Americas - Sponsored by: Abila
Monday, April 147:30 a.m. - 5 p.m. Conference RegistrationSecond Floor Lobby
7:30 a.m. - 6 p.m. Exhibitors AvailableBallroom of the Americas
8 - 9 a.m.
Breakfast and Featured Speaker
Andrew H. Card Jr., the second longest tenured White House chief of staff, has served in senior government roles under three U.S. Presidents and is currently executive director in the office of the provost at Texas A&M University. Prior to his current responsibilities, Card, appointed in November 2000, served as chief of staff to President George W. Bush
from January 2001 to April 2006. In this capacity, he coordinated the priorities of the administration’s agenda, the development of policies, and appointments of cabinet secretaries and senior officials throughout the government. On September 11, 2001, Card is the one who whispered in President Bush’s ear while the President was sitting in a classroom in Florida, that terrorists had attacked the United States.
Ballroom of the Americas
Session #5 | 9:15 - 10:15 a.m. School Wide Advancement Structures | Advancement ServicesMichael Larson, Director of Advancement, The Fay School
Whether they are large or small, many schools suffer from a lack of consistent front line communication and relationship building. The Fay School has assembled an Advancement Team that extends well beyond the Advancement Office into all non-instructional areas to ensure families have a positive experience. Come see how the team is structured, managed, and developed.
335.C - Sponsored by: Brian Lacy and Associates
Abila MIP Fund Accounting | Fundraising 50 | Fundraising Online | Grant Management | Millennium
abila.com | (800) 647-3863 | info@abila.com
netFORUM with A-Score™
ANYTHING IS POSSIBLE WHEN WE MOVE FORWARD TOGETHER.
Imagine instantly creating and deploying your most effective fundraising and event ideas in a matter of minutes.
Speak with a fundraising expert at booth #219 to learn how advancement professionals use Abila Millennium to reach more donors, increase fund potential and enhance their institution’s mission.
How do you inspire possibility?
H10CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Conference Session Schedule
Session #5 | 9:15 - 10:15 a.m. (Continued) Using the Alumni Attitude Survey and NPS for Success | Alumni RelationsGraham Stewart, Associate Vice Chancellor for Alumni Relations, Vanderbilt University; and Rob Shoss, President, Alumni Attitude Survey
Make the case to alumni and your campus partners about the relevance and importance of your alumni programs through the use of surveys.
343.AB - Sponsored by: Merge
Don’t Be Scared of E-communication! | Annual GivingCaroline Parrack, Annual Fund Coordinator, The Hockaday School
Do you ever wonder how you could use electronic communication to reach out to your donors? This session will demonstrate fresh and creative perspectives of how schools are doing just that! It is a great way to engage young alumni as well as your entire community without having to pay postage fees.
339.AB - Sponsored by: RuffaloCODY
NO FEAR – Taking the Mystery out of Incorporating Planned Giving into Your Major Gift Conversations | Gift PlanningRobert Buchheit, Executive Director – Gift Planning, University of North Texas; and David Broughton, Director of Development, College of Business, University of North Texas
Taking the mystery out of incorporating planned giving into your major gift discussions.
335.A - Sponsored by: Thompson & Associates
Actively Managing Gift Officers to Drive Success | Major GiftsBrooks Hull, Vice President for Institutional Advancement, Austin College; and Andy Reeher, President & CEO, Reeher LLC
Research shows that major gift officers are supporting oversized portfolios crowded by prospects that are not of high value or are already consistently giving to the institution. In addition, officers are missing key targets when it comes to contacts, visits, and generating proposals with major gift prospects. Major gift programs can get more out of their officers – as long as they’re focusing on the right prospects and metrics. Learn how Austin College is doing just that by actively managing gift officers including tracking key metrics to deliver tangible results. This session will include a first-hand view of how Austin College uses the Reeher Platform to track and leverage key metrics in delivering results, including portfolio size, high value and evergreen prospects, quantity of visits and number of proposals submitted.
340.AB - Sponsored by: GideonStone
In the Nation, enthusiasm is rewarded.Members get an exclusive auto insurance discount.
Nationwide may make a financial contribution to this organization in return for the opportunity to market products and services to its members or customers. Products Underwritten by Nationwide Mutual In surance Company and Affiliated Companies, Home Office: Columbus, OH 43215. Nationwide, Nationwide Insurance, the Nationwide framemark, Nationwide is On Your Side and Join the Nation are service marks of Nationwide Mutual Insurance Company.
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AFC-0103AO (07/12)
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H11DELIVER
Conference Session Schedule
Session #5 | 9:15 - 10:15 a.m. (Continued) Special Events Publications: Keepsakes of Historical Knowledge, Achievements and Recognition | Marketing/CommunicationsRachel Emanuel, Director of Communications and Development Support, Southern University Law Center
Publications can be valuable historical keepsakes. The communications office of Southern University Law Center (SULC) has been extending the life of many robust, invigorating, stimulating Law Center special events with publications that enlighten, engage, and encourage the audiences and others who read them. These publications provide constituents with years of enjoyment and are references for scholarly articles, other publications, and even documentaries.
336.AB
Best Practices for Alumni Website and Social Media | Social Media/WebMike Smith, Webmaster, The Association of Former Students at Texas A&M University; and Brandon Cozart, Web Designer, The Association of Former Students of Texas A&M University
How do you reach alumni? Not everyone hangs out at the same place, neither in real life or online. How do you drive them to your organization’s website? This session will explore how social media can help engage alumni and steer them to your content that will keep them involved and informed. We will discuss strategies we’ve tried that worked (and didn’t work) and share with you what we learned in the process.
335.B 10:15 - 10:30 a.m. BreakThird Floor Lobby
Session #6 | 10:30 - 11:30 a.m. Make Your Data Pay | Advancement ServicesSheridan Joslin, Senior Consultant, Dini Spheris; and Deborah Ballard, Consultant, Dini Spheris
Screenings and prospect profiles are important tools for gift officers, but only if interpretation is accurate and leads to action. In this session, learn simple and practical ways to help gift officers turn qualitative and quantitative prospect information into actionable, strategic next steps and ultimately increased giving. You work hard on that data. Make it pay.
335.C - Sponsored by: Brian Lacy and Associates
From Initial Engagement to Full Partnership, Inspiring Your Alumni | Alumni RelationsJim Bob Womack, Director of Alumni Relations, St. Mark’s School of Texas; and Scott Jolly, Director of Individual Giving, St. Mark’s School of Texas
Discuss best practices regarding strategic outreach with Alumni from the moment they graduate through every life stage. Learn how St. Mark’s uses transformational engagement to inspire Alumni to partner with and lead the School.
343.AB - Sponsored by: Merge
From Size 7 to 7 Figures | Gift PlanningLance Ortiz, Associate Vice President for Institutional Advancement, West Texas A&M University; and Donna Makkhavane, Special Events and Marketing Coordinator, West Texas A&M University
Turning a planned gift into a learning and interactive educational event for potential planned giving donors: This is the story of Lily Jack “Jackie” Mercer and how her size 7 shoes turned into a 7 figure planned gift and helped educate donors about their planned giving opportunities. Lily Jack “Jackie” Mercer was a longtime farmer, rancher, school teacher and librarian who passed away at the age of 90 in August 2012. Jackie left her entire estate to the West Texas A&M University Foundation, included in the estate were acres of farmland, the family home and its complete contents, consisting of antique furniture, vintage jewelry, sterling silver flatware and serving pieces, several designer handbags and numerous pairs of designer shoes. While the estate presented its challenges it also presented a learning opportunity for potential planned giving donors to interact through a silent auction and learn how they too could leave a lasting legacy.
335.A - Sponsored by: Thompson & Associates
The University President and Major Gifts: How Do We Equip Our Academic Leaders to Fulfill the Fundraising Role? | Major GiftsGreeley Myers, Major Gifts Officer, Trinity University
This session will explore will the challenge that university presidents and academic leaders face while addressing their fundraising role. The problem being examined in this session is relevant many of our universities and institutions face numerous funding challenges; an increased dependence on tuition revenue, an increase in financial aid being distributed which is taxing the existing endowment universities and alarmingly low alumni giving rates. Research will focus on successful leadership behaviors and fundraising practices of effective university presidents that will be guided by the following question; what leadership traits, characteristics, and behaviors are necessary for a university president to find success in their fundraising role?
340.AB - Sponsored by: GideonStone
H12CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Conference Session Schedule
Session #6 | 10:30 - 11:30 a.m. (Continued) Unexpected Communications; It Doesn’t Have to Be a Crisis | Marketing/CommunicationsKathryn Greenwade, Vice President, Communications and Human Resources, The Association of Former Students of Texas A&M University
You can plan for the unexpected! This session will explore the unexpected and sometimes unpleasant communications alumni associations must deliver to constituents, while trying to maintain confidence in their organization and university. We will share best practices from organizations that have weathered natural disasters, public leadership changes and campus tragedies. Feedback from those who have lived through the unexpected and tragic – including tactics that worked and tactics that backfired – along with a workable communications template will help participants be better prepared to face the unexpected and communicate in tense times with calm and confidence.
336.AB
Stewardship from the Ground Up: Strategies for Creating an Infrastructure that Connects Donors to the Impact of their Gifts | Stewardship/Donor RelationsMichelle Buhr, Director of Stewardship, University of Houston
Successful donor stewardship is critical to retaining donors at all levels and its importance increases exponentially when planning for a campaign or when your organization is facing a challenge. This session covers strategies for segmenting donors based on who they are and what they care about, as well as ideas for stewardship strategies that effectively connect donors to the impact of their giving.
337.AB
Cultivating Millennials: How to Engage the New Generation of Alumni, Strategies to Get Them Involved and Ways to Encourage Giving | Student EngagementFelicia Lewis, Annual Fund Manager, Prairie View A&M University
Participants will explore ways to maximize relationships with this new generation, learn how to solicit gifts and uncover ways to effectively get them engaged and stay involved. Engaging students is the first step in the donor pipeline, therefore creating an appealing student philanthropy program should be at the forefront of all development initiatives. Participants will also gain insight on how to build a new student philanthropy program with a small budget. Best practices from other student philanthropy programs will also be reviewed. Designed for advancement professionals, student advisers and student leaders who are creating a newly developed student philanthropy program.
335.B
11:45 a.m. - 12:30 p.m.
Lunch and Featured Speaker
Robert Wuhl has performed as an actor, writer, producer and director, but he refers to himself as one thing - a storyteller. Wuhl was the creator and star of ARLI$$, one of the longest-running original series in HBO history. He has also been critically praised for this work in films such as “Bull Durham,” “Batman,” “Good Morning Vietnam,” “Mistress,” “Blaze” and “Cobb.” In March 2013, Wuhl’s new play “Hit-Lit” had its world premiere at Queens Theatre after being developed at the University of Houston.
Ballroom of the Americas
12:30 - 1:45 p.m. DELIVER the Best of the Best! - CASE IV Accolades and Winning PresentationsThe CASE District IV Accolades Awards Program annually recognizes the outstanding efforts of advancement professionals throughout District IV. Join us to celebrate the outstanding work of our peers delivering ideas, solutions and results.
Throughout the conference, be sure to stop by the CASE Awards Gallery to view the winning work from the CASE Accolades competition. The top work in each category will be on display in the Ballroom of the America’s during the conference.
Ballroom of the Americas
Session #7 | 2 - 3:15 p.m. Strategic Tools for Alumni & Donor Groups | Advancement ServicesJohn O’Dell, Chairman & CEO, Connections IntelligenceFarhang Niroomand, Dean, University of Houston-Victoria School of Business
Cink’s contact database & mapping software generates better connection among alumni, puts development officers and alumni leaders in a position to visually see where alumni & donors are located, and creates a visual impact on viewers of the Cink Maps who instantly understand how many alumni and/or donors are near their location.
335.C - Sponsored by: Brian Lacy and Associates
Building Tradition, No Athletics Required | Alumni RelationsLeah Looten, Director, Alumni & Donor Relations, University of Dallas
Like many institutions, the University of Dallas is building the spirit of support without the assistance of a strong athletics program. Learn about UD’s strategies, struggles, and successes
343.AB - Sponsored by: Merge
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H13DELIVER
Conference Session Schedule
Session #7 | 2 - 3:15 p.m. (Continued) Mine’s Better Than Yours | Annual GivingAmy New, Assistant Vice President of Alumni Relations and Development, Trinity University
When Amy made the transition from large public research universities to the small, private liberal arts environment, many of her peers asked about differences between the two. What can large public learn from small privates, and vice versa? This presentation is a summary of the conversations and offers tangible take-ways for both.
339.AB - Sponsored by: RuffaloCODY
Launching a $1B Campaign | Major GiftsEloise Stuhr, Vice President for Institution Advancement, University of Houston; and Rebecca Gentry, Executive Director, Campaign Strategic Initiatives, University of Houston
Learn how to prepare for a mega-campaign from every angle: architecture and planning, timeline, feasibility study, volunteer structure, working with academic leadership and more. The University of Houston will share its update as part of this presentation.
340.AB - Sponsored by: GideonStone
Unlocking Your Storytelling Toolbox | Marketing/CommunicationsMike Emery, Senior Media Relations Representative, University of Houston; and Mike Garrity, Media Consultant, University of Houston
Telling a university’s story goes beyond good writing. In today’s multimedia landscape, an institution’s communications team must think outside of the box … or its storytelling toolbox. Not every university story can be fully communicated with an article or press release. Audio, video, photos and video can complement and enhance an institution’s narratives. This presentation will explore how communicators can capitalize on tools they already have in their hands (iPhones, iPads) and create compelling stories.
336.AB
Creative Connections: When Students Say Thank You | Stewardship/Donor RelationsApril Moreton, Director of Development, John Brown University
This seminar will focus on the cultivation and stewardship success at John Brown University, specifically as a result of creative engagement in the donor life cycle.
337.AB
Maroon Coats: Growing an Engaged Student Base for Donor Cultivation and Stewardship | Student EngagementShannon Zwernemann, Donor Relations Specialist, Texas A&M University; and Texas A&M University students Cameron Blizzard, Layeeka Ismail, Sarah Jane Moerbe and Ben Riner
The aspiration to serve Texas A&M, the desire to build relationships with generous alumni, and the great respect earned by our members makes the Maroon Coats extremely competitive. Last year, seventeen new members were selected from an applicant pool of over two hundred Aggie student leaders. The Maroon Coats have been very successful in building relationships with and providing unique student perspectives to donors. This year, in an attempt further fulfill the purpose of the organization, the Maroon Coats are attempting to elevate awareness of the Texas A&M Foundation by hosting a conference designed to assist student organizations interested in creating endowments.
335.A 3:15 - 3:45 p.m. Refreshment Break with ExhibitorsBallroom of the Americas Exhibit Area
Sponsored by: Reeher LLC
Session #8 | 3:45 - 5 p.m. Advancement Services: Organize, Manage and Disseminate | Advancement ServicesSophia James, Director of Advancement Services, Houston Community College
Find out how the Advancement Services impacts all areas of Advancement. From managing constituents, managing/tracking scholarships, donation reporting, proposal pipelines, and communication/social media analytics and formed policies and procedures for just about everything. This session will examine the key role advancement services plays in the fundraising process from the initial research of a donor to the awarding of scholarship funds.
335.C - Sponsored by: Brian Lacy and Associates
Up Yours: Increasing Faculty and Staff Giving | Alumni RelationsBecky Stogner, Director of Alumni Relations & Annual Giving, West Texas A&M University; and Ann Underwood, Director for Marketing and Communications, West Texas A&M University
What worked and what didn’t when WTAMU took on a faculty and staff giving initiative four years ago – and increased giving from 18% to more than 60% in the first year.
343.AB - Sponsored by: Merge
H14CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Conference Session Schedule
Session #8 | 3:45 - 5 p.m. (Continued)
Launching a Crowdfunding Program | Annual GivingHeather Green, Director, Development Communications, University of Texas at San Antonio; Greg Cortez, Director of Data Services, University of Texas at San Antonio; and Megan Miller, Annual Giving Coordinator, University of Texas at San Antonio
It is a familiar scenario: Your boss returns from a conference inspired and says, “We should do THIS…now!” For the team at the University of Texas at San Antonio, the THIS idea was crowdfunding. After the initial panic subsided, the team quickly saw how this “bleeding edge” technology could be a great tool to add to our Annual Giving toolbox to address some fundraising challenges. This session will be a case study of how the team moved from inspiration to Launch UTSA in six months. We’ll review our process of assessment, selecting a vendor and initiating projects, and offer some tips to consider when you’re contemplating adding crowdfunding to your program.
339.AB - Sponsored by: RuffaloCODY
Getting to First Base in Planned Giving: Marketing Estate Planning for Every Nonprofit | Gift PlanningMarcia Inger Navrátil, Director of Gift Planning, University of Texas at Austin
Charities of every size should focus at least some of their efforts on promoting planned gifts, but many charities don’t know where to begin. This session will explore the various ways to market planned gifts to potential donors, and which methods might make the most sense for your particular non-profit.
335.A - Sponsored by: Thompson & Associates
You Get What You Measure: How Metrics and Evaluation Drive Fundraising Productivity and Organizational Culture | Major GiftsPaula Voyles, Interim Senior Associate Vice President of Constituency Programs, Oklahoma State University; and David Loyless, Assistant Vice President of Major Gifts, Rice University
This session will cover the power of metric analysis and the use of a portfolio driven prospect system to impact fundraising performance and organizational culture. From measuring fundraiser activity, such as prospect contacts and proposal submissions, to performance evaluations and production tracking, there are a multitude of indicators that help determine the health of a development operation. What data points we use to measure, and how we evaluate them, can shape the success of our fundraising efforts as well as the behavior and attitudes of our team. Create a culture of collaboration and productivity thereby transforming your development program by being more thoughtful and deliberate with your analysis.
340.AB - Sponsored by: GideonStone
Beyond the Basics: Using Video to Enhance Your Message | Marketing/CommunicationsBrent Passmore, Director of Communication Services, Eastern New Mexico University; and Carrie Phillips, Director of New Media, Arkansas Tech University
In this rapid-fire session, Carrie and Brent will share more than 20 different types of videos to boost your marketing message and grow your university’s video presence. Bring your own ideas to share and leave with several new ones to enhance your video strategy, regardless of your production budget.
336.AB
Social Media Engagement | Social Media/WebAustin Price, TCU Athletics Social Media Specialist, Texas Christian University
In this session I plan on defining engagement in a social realm and explaining ways to engage with your students and alumni. I will also give examples of engagement fails and wins.
335.B 5:15 - 5:45 p.m. State Meetings/Service AwardsArkansas - 335.CLouisiana - 336.ABNew Mexico - 339.ABOklahoma - 335.ATexas - 335.B
6:30 - 8:30 p.m. DELIVER the Fun! - Lucky StrikeJoin us for a night of fun and camaraderie at Lucky Strike for bowling, karaoke, pool, Wii and heavy hors d’oeuvres. Get your bowling groups ready with yourself and nine of your CASE mates. Each group of 10 will bowl five frames and wear cool, color-coded wristbands to identify your team. A Lucky Strike representative will announce when it’s time for your group to bowl. Bowling shoes will be provided, but remember to bring your own socks. However, if you forget to bring them, socks are available for purchase at Lucky Strike for $3.50 a pair.
While you wait for your teams turn to bowl, sign up and choose your favorite song for karaoke. This is your time to shine and be your desired musical artist. A Lucky Strike representative will announce when it’s time for you to sing your heart out. Pool and Wii are also available on a first-come, first-served basis.
Lucky Strike is approximately three blocks from Hilton Americas. Maps to Lucky Strike are available at the CASE registration desk on the second floor.
Sponsored by: LibertyMutual
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H15DELIVER
Conference Session Schedule
Tuesday, April 157:45 a.m. - Noon Conference RegistrationSecond Floor Lobby
7:30 a.m. - 2 p.m. Exhibitors AvailableBallroom of the Americas
8 - 9:15 a.m. CASE IV Business Meeting Breakfast and District AwardsBallroom of the Americas
Sponsored by: Blackbaud
Session #9 | 9:30 - 10:30 a.m.
Featured Speaker
John Hill is the higher education evangelist for LinkedIn. Hill speaks internationally to higher education professionals, students and alumni on how to utilize social media effectively. He’s given more than 500 presentations over the past four years on social media’s impact on the job search, networking and personal branding. Prior to joining LinkedIn, Hill was the director
of alumni career services and internship developer at Michigan State University. He also worked as associate editor/online editor for Athlon Sports and market development manager for Gannett.
Ballroom of the Americas
To Certify or Not Certify? – Keys to Building Credibility | Major GiftsTim Bynum, Senior Development Officer, West Texas A&M University
In this session we’ll discuss ways development professionals can build credibility in the eyes of high value, highly successful prospective donors. We’ll also explore the process of obtaining the CRFE credential.
340.AB Sponsored by: GideonStone
Oh No, I’m All Out of Creative Juice! | PublicationsChuck Sanchez, Owner & Creative Director, STUN Design & Interactive
How in the heck can you stay creative when all you do is create, create, create? I will present you with a few ways to keep the creative juices flowing and how to locate sources of inspiration when you feel like the well has run dry.
335.A - Sponsored by: GradMags
Experiential Stewardship: DELIVER What Your Donors Crave | Stewardship/Donor RelationsKeturi Beatty, Senior Director of Development, University of North Texas
Set aside the complex matrixes and standard form letters and take a moment refocus. Is your institution DELIVERing what your donors crave? Are you celebrating the joy of giving with your donors? This session takes an experiential approach to stewardship and will explore various strategies and examples to refresh your institution’s donor relations plan.
337.AB
10:30 - 10:45 a.m. BreakThird Floor Lobby Session #10 | 10:45 - 11:45 a.m. Prospect Management: Process Tune-Up Leads to Better Reports, Better Tracking and More Gifts | Advancement ServicesCynthia Bowen, Prospect Researcher, Houston Community College
A change in leadership sparks an opportunity to re-visit prospect management and adapt it to provide better reports, to better track gifts and ultimately bring in more money.
335.C - Sponsored by: Brian Lacy and Associates
Alumni Databases: Keeping Them Up-To-Date in Virtual Real-Time | Alumni RelationsMatt Manning, President, Information Evolution
Databases of alumni contact data can age poorly leaving institutions with inefficient ways to reach their graduates. By using crowdsourcing and database management tools it is possible to append a wide variety of critical contact information: LinkedIn profiles; Twitter handles; Facebook pages; current addresses; email addresses; home addresses; business addresses; job titles; and more. Find our what the current best practices are from a firm that specializes in these types of projects.
343.AB - Sponsored by: Merge
Annual Giving: The Foundation for All Philanthropic Support | Annual GivingPaul Onuzuruike, MPA, CFRM, Director of Annual Giving, University of Louisiana at Monroe
A well-defined, comprehensive annual giving program is the gateway for all charitable support.
339.AB - Sponsored by: RuffaloCODY
H16CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Conference Session Schedule
Session #10 | 10:45 - 11:45 a.m. (Continued)Gift Planning: The Marriage of Major Giving and Planned Giving | Gift PlanningKevin Pickett, Senior Director, University of Texas MD Anderson Cancer Center
This session will discuss uses of donor centered gift planning giving strategies for both current and deferred major gifts. How to initiate gift planning conversations, overcoming donor objections, and review of most commonly used strategies and when best to use them will be covered.
335.A - Sponsored by: Thompson & Associates
The Continuing Evolution of Corporate Relations | Annual GivingMark Putnam, Director of Corporate Relations, University of Houston
The profession of academic corporate relations has advanced rapidly in the face of increasing expectations from university leadership and greater focus on results from corporate constituents. Previously regarded as niche specialists within the overall development operation, corporate relations officers are finding themselves responsible for an increasingly significant portion of universities’ fundraising, research revenue, and private partnerships. This session will look back on just how quickly these changes have come about, how university development shops can learn from these changes today, and how we can all prepare for the increasingly complex nature of university-corporate partnerships in the future.
339.AB - Sponsored by: RuffaloCODY
Integrate! How to Leverage Your Marketing and PR Efforts to Get the Best Bang for Your Buck | Marketing/CommunicationsAmanda Booren, Director, Communications & Publications, San Jacinto College Foundation
Integrated marketing... it’s all the buzz these days. But what does it really mean and how do you do it? This session will focus on leveraging everything it is that we, as marketers, do... from advertising and media coverage, to news releases and social media. All on a budget! Case studies will be presented as well as a press maximization strategy to help you get the most coverage out of your marketing and PR efforts.
336.AB
Partners in Major Gift Stewardship: It Takes a Village | Stewardship/Donor RelationsFernando Yarrito, Executive Director, Development, UT MD Anderson Cancer Center; Stephanie Young, Associate Vice President for Development, UT MD Anderson Cancer Center; and Lisa Doyle, Senior Associate Director, Constituency Relations and Stewardship, UT MD Anderson Cancer Center
At The University of Texas MD Anderson Cancer Center’s Development Office, major gift officers work side by side with the Constituency Relations and Stewardship (CRS) team to achieve ambitious philanthropic goals year after year. Over the past 13 years, in partnership with field officers, faculty and administration, the CRS team has developed a solid major gift faculty stewardship program. Through policy development and implementation, this program helps position major gift officers and faculty to build lifelong relationships with their donors. In this session, you will discover how to provide timely and engaging donor experiences. Join us as we guide you through an interactive session detailing the ins and outs of how to develop, implement and improve a major gift faculty stewardship program.
337.AB
Class, Clubs and Good Ol’ Competition: Building Communities that Last | Student EngagementRobert Allen, Senior Director, Tulane University; and Bradley Charlesworth, Associate Director of Undergraduate Reunion Weekend, Tulane University
The elements of this presentation may include: conducting a cultural assessment of how students identify with class; programs and services that promote class identity - including a student philanthropy class challenge, a class-centric student alumni ambassador organization, and services available to students by class; and leveraging class activities to identify future alumni leaders and raise awareness about the importance of alumni engagement and giving after graduation. The presentation will also discuss lessons learned from creating a new, robust reunion weekend and reunion giving program to engage alumni through class year.
340.AB
1:30 - 2 p.m. Closing of the Conference Ballroom of the Americas
Noon - 1:30 p.m. Closing Lunch and Featured Speaker
Carl Lewis is an Olympian who competed on five American teams and won ten medals including nine golds. His impressive track and field performances earned him the title of “Athlete of the Century.” Since his retirement from active competition in 1997, Lewis has devoted a great deal of his time and energy to charity founding The Carl Lewis Foundation, which serves as an umbrella for the many charities Lewis supports including the “Best Buddies” organization.
Ballroom of the Americas - Sponsored by: GEICO
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H17DELIVER
Annual Business Meeting
ANNUAL BUSINESS MEETINGAPRIL 15, 2014 | HOUSTON, TX (HILTON AMERICAS) I. CALL TO ORDERII. WELCOME AND RECOGNITIONSIII. APPROVAL OF MINUTES FROM MARCH 26, 2013 ANNUAL BUSINESS MEETINGIV. TREASURER’S REPORTV. PROPOSED BY-LAWS AMENDMENTSVI. ELECTION OF NEW BOARD MEMBERSVII. RECOGNITION OF RETIRING BOARD AND COMMITTEE MEMBERS VIII. RECOGNITION OF DISTRICT CONFERENCE SCHOLARSHIP RECIPIENTSIX. MILESTONE ACHIEVEMENT AWARDSX. 2014 DISTINGUISHED ACHIEVEMENT AWARD PRESENTATIONXI. OTHER BUSINESSXII. ADJOURNMENT
WE DELIVERTRADITION
THE LEADER IN COLLEGE RINGS
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H18CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Annual Business Meeting
Call to order: 8:29 a.m.
Welcome and RecognitionsJim Lewis welcomed District IV members and thanked them for attending the conference. Lewis recognized Jeff McLain, 2013 Conference Chair and his committee and thanked them for their hard work and leadership. Lewis discussed the achievements of District IV over the past year.
Approval of the Minutes Jeff McLain motioned to approve the minutes from the March 27, 2012 Annual Business Meeting. Liz Landry seconded. The motion passed unanimously.
Treasurer’s ReportScott Taylor presented financial report for the period July 1, 2011 to June 30, 2012. Taylor stated the District had a great year and that revenues are up $20,000 allowing the district to make better investments in programming. Taylor noted that the Board will continue to be good stewards of the Districts money. Steve Valencia motioned to accept the financial report. Patty Scogin seconded. The motion passed unanimously.
Proposed By-laws AmendmentsJim Lewis reviewed proposed by-law amendments on the Clarification of the Status of CASE Membership in Mexico. With the formal establishment of CASE America Latina, CASE Board of Trustees recommended District IV remove reference to Mexico in the District IV by-laws. This change is intended to clarify Mexico’s status within CASE but still encourage cross-border engagement. Brent Passmore motioned to amend the CASE District IV by-laws. Carrie Harris Phillips seconded. The motion passed unanimously.
Election of New Board MembersJim Lewis presented the slate of officers and directors.
Treasurer: Scott Taylor Associate Director, Campaign Volunteer Operations Southern Methodist University Dallas, TX Term expires: 2015
Director for Karl MillerEducational Programming: Executive Director for Principal Gifts University of Texas at Austin Austin, TX Term expires: 2015
Director for Opportunity Courtney CegersAnd Inclusion: Coordinator of Special Projects University of Arkansas at Pine Bluff Pine Bluff, AR Term expires: 2015
Director for District Bruno RuggieroScholarships: Director, University Printing and Design Services Nicholls State University Thibodaux, LA Term expires: 2015
Director for Membership Anita Thompson And Marketing: Director of Sequoyah Institute Northeastern State University Tahlequah, OK Term expires: 2015
Motion made by Sheri Snyder to accept the slate of officers. Ronnie Birdsong seconded. The motion passed unanimously.
Lewis then announced the directors selected in the state caucuses.
Louisiana: Aaron Martin Director of Communications and Marketing University of Louisiana at Lafayette Lafayette, LA Term expires: 2015
New Mexico Maureen Howard Associate Vice President of University Communications New Mexico State University Las Cruces, NM Term expires: 2015
Recognition of Retiring Board and Committee MembersJim Lewis recognized board members whose term was ending and thanked them for their commitment to the District. Lewis recognized the District IV Board and conference leadership. Recognition of District Conference Scholarship Recipients Ronnie Birdsong recognized the 2013 CASE IV Scholarship Recipients and thanked the scholarship committee.
Milestone Achievement AwardsSteve Valencia recognized district members who have served 20, 25, 30 and 40 years in advancement. Jim Lewis presented each individual a certificate.
2013 Rising Star Awards PresentationSteve Valencia presented the 2013 Rising Star Award to Carrie Harris Phillips, Director of New Media, Arkansas Tech University.
2013 Distinguished Achievement Award PresentationJim Lewis introduced the 2012 Distinguished Achievement Award winner Patty Scogin and asked her to come forward to present the 2013 award. Scogin announced the recipient of the 2013 CASE IV Distinguished Achievement Award, Danny Jensen, University of North Texas Health Science Center.
Other Business
AdjournmentSteve Valencia made the motion to adjourn. Carrie Harris Phillips seconded. The motion passed unanimously. Meeting adjourned 9 a.m.
CASE IV ANNUAL BUSINESS MEETINGMarch 26, 2013 | Omni Hotel, Ft. Worth, TX | Meeting Minutes
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H19DELIVER
Annual Business Meeting
Message from the ChairWelcome to the 2014 CASE District IV Annual Conference and business meeting. Your conference committee has worked incredibly hard for over a year to assemble an extraordinary program and provide opportunities for you to network and grow professionally. The tremendous response to this conference demonstrates the great need folks in our region have for professional development opportunities and that hopefully we are on the right track in meeting those needs.
CASE District IV is a totally volunteer-driven enterprise. When you review the list of Board members and Conference committee members, you will see that your volunteer leadership represents every corner of the district and every discipline within advancement. What may not be quite as evident is the number of hours they devote in support of District IV and our effort to advance our profession in the Southwest.
The District IV Board has developed a set of strategic priorities to guide in the work we plan over the next few years. Here’s a summary of the five general directions we have identified:
1. Seek opportunities to provide members with program opportunities outside of the annual conference2. Further incorporate technology to enhance service to members3. Ensure diversified growth of the profession and exposure to the CASE brand4. Maintain policies that ensure financial stability5. Build upon the success of the annual conference
We carry out this work as part of a tremendously strong international CASE organization and are working to integrate even better the programs we offer and the opportunities made possible by CASE International, led by President John Lippincott. While each CASE district has its own regional flavor, the one constant is the excellence that CASE has represented for decades.
I ask that you consider doing four things to support our efforts in District IV:
1. Take advantage of everything this conference has to offer, whether you are a veteran of professional conferences or a first-time CASE participant. The program, in particular, is broader than ever before and has something for everyone.2. Give us feedback about how we are doing. Don’t just fill out the program feedback questionnaire; visit with Board members or Conference committee members about what you liked and suggest ideas for improvement. 3. Get involved. Let someone know you’d like to be involved. There are lots of ways to help advance CASE IV, and we need as many volunteers as possible to carry out our myriad of programs. Most of the individuals who serve on the District Board started out in “entry level” volunteer positions.4. If you like what you see, please encourage others to join you in participating in CASE IV programs. We want to include as many people under the proverbial tent as possible.
Thanks again for your participation in this conference and in CASE District IV and for your contributions to advancing education in our region.
Best regards,
Jim LewisCASE IV District Chairjlewis@bbbstx.org
H20CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Annual Business MeetingCouncil for Advancement and Support of Education - District IV
Statements of Activities
See accompanying notes and accountant’s report. 3
Year Ended June 30, 2013 2012
Revenue Conference
Registrations 238,161$ 207,398$ Sponsorships & exhibits 70,375 60,900
308,536 268,298Award entry fees 36,209 32,225Miscellaneous 117 3,436
Total revenue 344,862 303,959
ExpenseProgram services
Conference 258,701 247,646Awards and scholarships 14,912 12,494
Total program services 273,613 260,140Supporting services
Board expenses 24,416 21,950Management and general 2,822 6,068
Total supporting services 27,238 28,018
Total expense 300,851 288,158
Change in net assets before investment income (loss) 44,011 15,801
Investment income (loss) - Note C 24,134 (779)
Change in net assets 68,145 15,022
Net assets, beginning of year 332,746 317,724
Net assets, end of year 400,891$ 332,746$
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Annual Business MeetingCouncil for Advancement and Support of Education - District IV
Statements of Financial Position
See accompanying notes and accountant’s report. 2
June 30, 2013 2012
AssetsCash and cash equivalents - Note B 205,011$ 167,824$ Investments - Notes B & C 199,141 175,493 Accounts receivable 900 -
Total assets 405,052$ 343,317$
Liabilities and Net Assets
Liabilities - accounts payable 4,161$ 10,571$
Commitments and contingencies - Note D - -
Net assets - unrestricted 400,891 332,746
Total liabilities and net assets 405,052$ 343,317$ Council for Advancement and Support of Education -
District IV
Statements of Cash Flows
See accompanying notes and accountant’s report. Certain 2012 amounts have been reclassified for comparative purposes. 4
Year Ended June 30, 2013 2012
Cash flows from operating activitiesChange in net assets 68,145$ 15,022$ Adjustments to reconcile change in net assets
to net cash flows from operating activities:Net (gain) loss on investments (17,170) 4,867 Changes in assets and liabilities:
Accounts receivable (900) 12,017 Prepaid expenses - 748 Accounts payable (6,410) (309)
Total adjustments (24,480) 17,323
Net cash flows from operating activities 43,665 32,345
Cash flows from investing activitiesProceeds from sales of investments 199,708 828 Purchases of investments (206,186) (4,094)
Net cash flows from investing activities (6,478) (3,266)
Net change in cash and cash equivalents 37,187 29,079
Cash and cash equivalents, beginning of year 167,824 138,745
Cash and cash equivalents, end of year 205,011$ 167,824$
H22CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Annual Business Meeting
Independent Certified Public Accountant’s Report
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Independent Accountant's Review Report
To the Board of Trustees Council for Advancement and Support of Education – District IV
We have reviewed the accompanying statements of financial position of Council for Advancement and Support of Education - District IV (the Council) as of June 30, 2013 and 2012, and the related statements of activities and cash flows for the years then ended. A review includes primarily applying analytical procedures to management’s financial data and making inquiries of the Council’s management. A review is substantially less in scope than an audit, the objective of which is the expression of an opinion regarding the financial statements as a whole. Accordingly, we do not express such an opinion.
Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America and for designing, implementing, and maintaining internal control relevant to the preparation and fair presentation of the financial statements.
Our responsibility is to conduct the review in accordance with Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. Those standards require us to perform procedures to obtain limited assurance that there are no material modifications that should be made to the financial statements. We believe that the results of our procedures provide a reasonable basis for our report.
Based on our review, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with accounting principles generally accepted in the United States of America.
Washington, DC September 27, 2013
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H23DELIVER
Annual Business Meeting
Proposed Bylaw Amendment
2014 Slate of Nominations
Article and TitleArticle III, Section B3: a-e, Directors to be appointed by the District Chair
RationaleTo add the Director for Volunteer Engagement to the directors appointed by the District Chair. This Director will develop and implement a strategy to identify and develop candidates for future leadership roles with the Board of Directors, the annual conference and regional programming.
CurrentlyDirectors to be appointed by the District Chair for a two-year term shall include:
a. Director for Conference Site/Hotel Selectionb. Director for Board Operationsc. Director for Website and New Mediad. Director for District Awardse. Director for Sponsorships
ProposedDirectors to be appointed by the District Chair for a two-year term shall include:
a. Director for Conference Site/Hotel Selectionb. Director for Board Operationsc. Director for Website and New Mediad. Director for District Awardse. Director for Sponsorshipsf. Director for Volunteer Engagement
The nominating committee of CASE District IV has proposed the following slate of officers be presented for elections:
Chair ElectSusie NicholsonVice President for Student Services and University RelationsArkansas Tech UniversityRussellville, ARTerm expires: 2016
Secretary:Kirby Tickel-HillDirector of Development and Donor RelationsNorthern Oklahoma CollegeTonkawa, OK Term expires: 2016
Director for District Communications:Janet PerezDirector of Communications and MarketingBaylor Law SchoolWaco, TXTerm expires: 2016
In accordance with the by-laws of the District, each member institution shall have one vote. It is the institution’s responsibility to select one member representative to cast the vote for the institution. Nominations for these positions will be accepted from the floor. Robert’s Rules of Order shall govern the procedures for election.
Respectfully submitted,
Liz B. LandryNominating Committee ChairImmediate Past Chair, CASE District IV
H24CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Annual Business Meeting
District IV Board of Trustees +*Chair (2012-14) Jim Lewis Executive Vice President for DevelopmentBig Brothers Big Sistersjlewis@bbbstx.org
+*Chair Elect (2012-14) Steve Valencia Associate Vice President, University RelationsNorthwestern Oklahoma State Universitysjvalencia@nwosu.edu
+*Immediate Past Chair (2012-14)Liz Landry Assistant to the PresidentUniversity of Louisiana at Lafayettelizland@louisiana.edu
+*Secretary (2012-14)Kirby Tickel HillDirector of Development & Donor RelationsNorthern Oklahoma Collegekirby.tickel@noc.edu
+*Treasurer (2013-15)Scott TaylorAssociate Director, Campaign Volunteer OperationsSouthern Methodist Universityjstaylor@mail.smu.edu
Director for Board Operations (2012-14)Linda Y. JacksonDirector of Public Relations & MarketingHuston-Tillotson Universitylyjackson@htu.edu
Director for Conference Site/Hotel Selection (2013-2015) Holly CullenAssistant Vice Chancellor of University RelationsLouisiana State Universityhhouk@lsu.edu
Director for District Awards (2013-2015) Carrie Harris Phillips Director of New Media,Arkansas Tech Universitycphillips@atu.edu
+*Director for District Communications (2012-14)Brent Passmore Director of Communication ServicesEastern New Mexico Universitybrent.passmore@enmu.edu
+Director for District Scholarships (2013-2015)Bruno RuggieroDirector, University Printing & Design ServicesNicholls State Universitybruno.ruggiero@nicholls.edu
Director for District Sponsorships (2012-14) Sara FurrAssociate Director for DevelopmentOklahoma State University Foundationsfurr@ousgiving.com
+*Director for Educational Programming (2013-15)Karl MillerExecutive Director for Principal GiftsUniversity of Texas at Austinkarl.miller@austin.utexas.edu
Director for Website & New Media (2013-2015)Victoria HughesAssociate Director, Alumni CommunicationsAustin Collegevhughes@austincollege.edu
+Director for Marketing & Membership (2013-2015) Anita ThompsonDirector, Sequoyah InstituteNortheastern Oklahoma State Universityhylton@nsuok.edu
+Director for Opportunity and Inclusion (2013-2015)Courtney CegersUniversity Relations and DevelopmentUniversity of Arkansas at Pine Bluffstricklandc@uapb.edu
+Director for Arkansas (2012-14)Christian O’NealExecutive Director, AlumniUniversity of Arkansas Little Rockcxoneal@ualr.edu
+Director for Louisiana (2013-2015)Aaron MartinDirector of Communications and MarketingUniversity of Louisiana at Lafayetteaaron@louisiana.edu
+Director for New Mexico (2013-2015)Maureen HowardAssociate Vice President, University Communications & Marketing ServicesNew Mexico State Universitymhoward@ad.nmsu.edu
+Director for Oklahoma (2012-14)Sheri SnyderVice President Development & Community RelationsNorthern Oklahoma Collegesheri.snyder@noc.edu
+Director for Texas (2012-14)Lisa VasquezAssociate Vice President of College & Public RelationsCollin Collegelvasquez@collin.edu
COMMITTEE CHAIRS
2014 Conference Chair (2012-14)Porter S. Garner IIIPresident & CEO The Association of Former Students Texas A&M Universitypgarner79@aggienetwork.com
2014 Conference Program Chair (2012-14)Mike PedePresident & CEO University of Houston Alumni Association University of Houstonmlpede@uh.edu
2015 Conference Chair (2013-2015) April Hampton PerezSenior Director of Gift and Estate PlanningSouthwestern Universitypereza@southwestern.edu
ASAP LIAISONS
**District 4 ASAP RepresentativeKate AyalaUniversity of New Mexico kayala01@unm.edu
CASE BOARD OF TRUSTEES
International Board of Trustees:District IV Trustee (2011-2014)Jeffery L. McLain Vice President for DevelopmentLSU Foundationjmclain@lsufoundation.org
**District IV Trustee-at-Large (2011-2014)David DiniAssistant HeadmasterSt. Mark’s School of Texasdini@smtexas.org
Kelly ZunigaExecutive DirectorHolocaust Museum HoustonMorgan Family Centerkjzuniga@hmh.org
CASE COMMISSION MEMBERS
**Alumni Relations (2011-2014)Porter S. Garner IIIPresident & CEO The Association of Former Students Texas A&M Universitypgarner79@aggienetwork.com
**Communication and Marketing (2011-2014)Lauren BrookeyVice President of External AffairsTulsa Community Collegelbrookey@tulsacc.edu
Holly CullenAssistant Vice Chancellor of University RelationsLouisiana State Universityhhouk@lsu.edu
Tracy Syler-Jones Vice Chancellor for Marketing and CommunicationTexas Christian Universityt.syler-jones@tcu.edu
**Philanthropy Karl MillerExecutive Director for Principal GiftsUniversity of Texas at Austinkarl.miller@austin.utexas.edu
DISTRICT STAFF CONTACT
**Brett ChambersExecutive Director of Volunteer RelationsCouncil for Advancement and Support of Educationchambers@case.org
* Executive Committee+ Elected Position** Ex-Officio
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H25DELIVER
Abila Booth Number: 219
10800 Pecan Park Blvd., Ste. 400, Austin, TX 78750512-861-3114 www.abila.com
Abila serves strategic leaders and managers in dynamic nonprofit organizations and government agencies through high-value solutions.
Balfour Booth Number: 110/112
7211 Circle S Rd., Austin, TX 78745806-438-9089www.balfour.com
Having just celebrated a century of service in the grad products industry, Balfour is the company of choice for college ring programs. We value the longstanding alumni partnerships we serve within CASE IV as we strive to help campuses build and preserve their ring traditions. Headquartered in Austin, Balfour conducts on-campus ring workshops to share highly effective growth strategies that help schools develop a more compelling ring narrative. Meaningful ring programs assist in celebrating alumni loyalty and fostering increased engagement among graduating seniors. In addition, Balfour is a full-service provider in the grad products industry, also offering graduation announcements, diploma frames, alumni jackets and customized commencement regalia. With a storied history that was first established by L.G. Balfour in 1913, our legacy remains true to the schools and alumni we serve. Our story is your story – one hundred years strong. From all of us at Balfour, we thank CASE IV for the privilege of partnership.
2014 Resource Partners
Put your fundraising on the Fast Track with software tools to increase dollars and donors:• Predict likelihood of gifts from non-donors,• Estimate the expected value of a gift,• Increase annual fund participation.Be up and running in as little as 8 weeks!
www.reeher.com
The Reeher Platform™Fundraising Management for Higher Education
Mapping to help Alumni Connect
Cloud based software to create, build and manage High Yield Campaigns & Programs
www.GetInCink.com
H26CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Blackbaud Booth Number: 109
2000 Daniel Island Dr., Charleston, S.C., 29492
Serving the nonprofit and education sectors for 30 years, Blackbaud combines technology and expertise to help organizations achieve their missions. Blackbaud works with more than 28,000 customers that support higher education, healthcare, human services, arts and culture, faith, the environment, independent K-12 education, animal welfare and other charitable causes. The company offers a full spectrum of cloud-based and on-premise software solutions and related services for organizations of all sizes including: fundraising, eMarketing, advocacy, constituent relationship management (CRM), financial management, payment services, analytics and vertical-specific solutions. Using Blackbaud technology, these organizations raise more than $100 billion each year.
Brian Lacy and Associates Booth Number: 218
3122 Gannett St., Houston, TX 77025860-478-9291www.brianlacy.com
Brian Lacy and Associates is a fundraising and data services firm with more than 25 years of experience. We offer annual giving consulting, marketing and solicitation solutions, wealth screening and data cleansing services.
Carnegie Communications Booth Number: 205
2 Lan Dr., Westford, MA 01886978-842-2756www.carnegiecomm.com
For over 25 years, Carnegie Communications has specialized in higher education marketing. With solutions to support recruitment, development, and enrollment we can reach your target markets and help you meet your goals
CINK Booth Number: 216
7919 Skyline Dr., Houston, TX 77063713-899-1708www.getincink.com
Cloud based software to help Connect Alumni Geographically and to help manage alumni and donor campaigns and programs.
Collegiate Insurance Resources Booth Number: 222
3070 Riverside Dr., Columbus, OH 43221800-486-8501www.collegiateInsuranceresources.com
More than 300 alumni associations across the country have chosen Collegiate Insurance Resources (CIR) to provide their constituents with The Alumni Insurance Program® which features products and discounts especially for alumni.
NATIONAL EDUCATIONALPARTNER
NATIONAL EDUCATIONALPARTNER
2014 Resource Partners
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H27DELIVER
Crescendo Interactive Booth Number: 220
110 Camino Ruiz, Camarillo, CA 93012800-858-9154www.crescendointeractive.com
Crescendo’s GiftLegacy Marketing System has everything you need to raise planned gifts! Includes custom website, eNewsletters, literature, online wills, software and more. Call 800-858-9154.
Evisors, Inc Booth Number: 204
55 Broad StSuite 15 FNew York, NY 10004
The Evisors mission is to engage and empower advice seekers. We create private Alumni Mentorship Platforms, allowing universities to unlock the collective knowledge of their alumni and grow affinity by delivering seamless online interaction.
GEICO Booth Number: 117
5260 Western Ave., Chevy Chase, MD 20815619-733-1422www.geico.com/partnerships
Partner with the best to SAVE your alumni money on car insurance and more! A GEICO partnership will EARN money for your school and help you with your events, scholarships and more.
2014 Resource Partners
You’re passionate about your institution.We’re passionate about helping you move people to support it.
www.blackbaud.com/education
1001_AD_CASEIIConferenceProgram3.75x5_4c.indd 1 2/22/13 12:31 PM
H28CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
2014 Resource Partners
GideonStone Booth Number: 119
3714 Blackberry Ct., Missouri City, TX 77459713-876-8546www.gideonstone.com
GideonStone, LLC, is a strategic marketing and communication partner that helps colleges and universities clarify their vision, strengthen their brand, become more visible and achieve fundraising and recruiting results
Globus family of brands Booth Number: 208
5301 S. Federal Circle, Little, CO 80123303-703-7098www.globusfamilygroups.com/alumni
The Globus family of brands offers Alumni and Student travel to over 65 countries on six continents with a wide variety of travel styles
GradMags Booth Number: 201
2900 Anderson Ln. C200, Austin, TX 78757512-289-3246www.gradmags.com
Gradmags multi-platform publishing powers the next generation of higher ed publications. From replica+ content apps to full digital re-imagination, our solutions help create new audience engagement opportunities
Harris Connect Booth Number: 125
1400 A Crossways, Chesapeake, VA 23320
Harris Connect is the leading provider of fundraising, directory, and data solutions for over 50 years.
iModules Booth Number: 113
5101 College Blvd., Leawood, KS 66211913-341-2986www.imodules.com
iModules is the leading constituent engagement management provider for educational institutions. We deliver an integrated, online platform that transforms how institutions strengthen constituent relationships and achieve fundraising success.
Jester Booth Number: 209
PO Box 38428, Greensboro, NC 27438336-545-1010www.jestercompany.com
Working exclusively in higher education since 1926, Jester is a licensed supplier providing quality custom printed promotional products
NATIONAL EDUCATIONALPARTNER
NATIONAL EDUCATIONALPARTNER
PRESENCE.SPIRIT.PRIDE
SINCE 1926
PRESENCE.SPIRIT.PRIDE
SINCE 1926
PRESENCE.SPIRIT .PRIDE
www.jestercompany.com
www.jestercompany.com
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H29DELIVER
Liberty Mutual Booth Number: 213
175 Berkeley St., Boston, MA 02116www.libertymutual.com/alumni
Liberty Mutual’s Auto and Home program offers valuable membership. Your alumni receive savings on auto and home insurance while your association receives a revenue stream.
Limelight Films Booth Number: 121
1718 Fry Rd., Ste. 152, Houston, TX 77084281-650-4061www.limelightfilms.tv
Limelight Films is a digital film production company that creates impassioned fundraising films through the use of compelling imagery and savvy storytelling.
Marts & Lundy Booth Number: 229
1200 Wall St. W., Lyndhurst, NJ 07071201-460-1660www.martsandlundy.com
Marts & Lundy’s team of fundraising consultants offers services that range from campaign planning and counsel to more specialized offerings in strategic communications, analytical
2014 Resource Partners
For More Information on a GEICO Partnership:
geico.com/partnershipsddaniel@geico.com
Warren Buffett has invested in GEICO for over 60 years.Why not invest in a GEICO partnership that could
save your alumni money and generate revenuefor your association or foundation?!
Some discounts, coverages, payment plans and features are not available in all states or in all GEICO companies. See geico.com for more details. GEICO and Affi liates. Washington, DC 20076. GEICO Gecko image © 1999-2014. © 2014 GEICO
a s u b s i d i a r y o f b e r k s h i r e h a t h a w a y i n c .
GEICO is a wholly owned subsidiary of Warren Buffett’s
Berkshire Hathaway Inc.!
a s u b s i d i a r y o f b e r k s h i r e h a t h a w a y i n c .
713-570-6618 u gideonstone.com
We tell your story. Your way.
Michelle Morris, Ed.D.CEO & Managing Partner
Let us put our decades of higher education experience to work for you.
NATIONAL EDUCATIONALPARTNER
H30CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
2014 Resource Partners
Mercer Consumer, a service of Mercer Health & Benefits Administration LLCBooth Number: 224
540 W. Madison St., Ste. 1000, Chicago, IL 60661812-340-0706www.mercer.com
The service array Mercer provides supports every facet of operations. From students to alumni, faculty and staff to retirees, and all the campus operations that touch them. Mercer’s product and services provide you with the knowledge and security.
Merge Booth Number: 212
411 University Ridge, Ste. 225, Greenville, SC 29601864-373-9330www.mergeagency.com
Merge is a digital strategy agency that specializes in strategy, branding, web design, seo, and email marketing for higher education.
Nationwide Insurance Booth Number: 221
One Nationwide Plaza, Columbus, OH 43215682-888-2160www.nationwide.com
Nationwide Mutual Insurance Company, provides a full range of insurance and financial services. Nationwide is one of the largest insurance and financial services organizations in the U.S. For more information, visit www.nationwide.com.
Paschal Murray Executive Search Booth Number: 207
8311 Brier Creek Pkwy., Ste. 105502, Raleigh, NC 27617760-963-4512www.paschalmurray.com
Paschal Murray has been a premier provider of executive search servces for advancement for 35 years, They are the ʺchair peopleʺ and filling charis is what they do!
PCI Booth Number: 227
4835 LBJ Fwy., Floor 11, Dallas, TX 75244214-530-0341www.publishingconcepts.com
PCI creates and manages alumni web communities and publishes alumni directories
PEG Booth Number: 223
4635 Southwest Freeway, Ste. 220, Houston, TX 77027713-527-0078www.alumniattitudestudy.org
The Alumni Attitude Study is a cooperative effort among institutions to measure and compare the values, preferences, and perceptions that motivate alumni to engage with their alma mater. Since its inception in 2001, the AAS has delivered unparalleled attitudinal and engagement data to institutions to help further alumni engagement efforts. By implementing this type of high-level research, institutions are provided with more precise directives toward the matters that mean most to their alums.
NATIONAL EDUCATIONALPARTNER
NATIONAL EDUCATIONALPARTNER
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H31DELIVER
Pentera Booth Number: 226
8650 Commerce Park Place, Suite G,Indianapolis, IN 46268317-875-0910www.pentera.com
Pentera, Inc is the leading full-service planned giving marketing communications firm. Providing personal service and innovative custom solutions to reflect the uniqueness of each mission and budget since 1975.
Pledgemine Booth Number: 123
6523 Royal Glen Ct., Lisle, IL 60532630-541-8480www.pledgemine.com
Pledgemine’s automated solution will help your annual giving program raise more money with unique personalized mailers.
Pursuant Ketchum Booth Number: 217
5151 Belt Line Rd., Ste. 900, Dallas, TX 75254214.866.7700www.pursuant.com
Pursuant Ketchum is a fundraising consultancy serving the world’s leading nonprofit organizations. We partner with educational institutions, athletic organizations, hospitals, and ministries to impact lives through innovative strategies that grow and sustain revenue.
2014 Resource Partners
NATIONAL EDUCATIONALPARTNER
Stop by the Liberty Mutual booth and fi nd out why we are the most chosen Auto and Home Insurance program in the alumni marketplace.
Responsibility. What’s your policy?®
More than 700 alumni associations reward their alumni with exclusive savings on their insurance.
Is yours one of them?
Coverage provided and underwritten by Liberty Mutual Insurance Company and its affi liates, 175 Berkeley Street, Boston, MA. AFF 568 2012/10
H32CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
2014 Resource Partners
Proforma Collegiate Solutions Booth Number: 118/120
2731 N. Lincoln, Joplin, MO 64810573-303-4455www.proforma.com/infowww.facebook.com/ProformaCollegiateSolutions
Proforma services Alumni and Marketing Directors, Media Professionals and Promotional Gurus by providing the very best in printed products, promotional pieces and apparel. Rated as North America’s #1 Promotional supplier and #2 Printing supplier, we have the perfect combination of buying power and top-flight customer service to give you the best products at the best prices to make you a hero. We also offer award winning creative services for much less than you might think.
With more than 35 years working in and for this market, we have an understanding of the needs and demands of the business. Let us work for you.
Reeher LLC Booth Number: 206
165 Western Ave. N., Suite 8, St. Paul, MN 55102651-789-1700www.reeher.com
Reeher is the developer of a powerful shared management platform for higher education fundraising, helping leaders from universities of all sizes across the country improve the efficiency and effectiveness of their fundraising efforts.
Rice Center for Philanthropy & Nonprofit Leadership Booth Number: 105/107
Rice University, 6100 Main St., Houston, TX 77005713-348-3781www.cpnl.rice.edu
The Rice Center for Philanthropy & Nonprofit Leadership provides quality continuing education to support front-line fundraisers and operations staff. Courses are offered in one-day and online formats to meet the needs of fundraising professionals.
Riot Creative Imaging Booth Number: 127
1517 W. N. Carrier Parkway, #124Grand Prairie, TX 75050817.235.0118www.riotcolor.com
At Riot Creative Imaging, we excel at visual communication and turn-key service. We offer unique promotional marketing solutions including exhibit and event displays, banner stands, video kiosks, wall murals, light boxes and dimensional letters to help you promote, advertise, and market your organization.
RuffaloCODY Booth Number: 211
65 Kirkwood N. Rd. SW., Cedar Rapids, IA 52404319-362-7483www.ruffalocody.com
RuffaloCODY is the leading provider of technology-enabled strategic fundraising and enrollment management services and software for institutions of higher education and high-affinity nonprofit organizations.
NATIONAL EDUCATIONALPARTNER
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H33DELIVER
The Stelter Company Booth Number: 225
10435 New York Ave., Des Moines, IA 50322800-331-6881www.stelter.com
In business since 1962, Stelter provides personal philanthropy marketing services to 2,000 nonprofits nationwide, leveraging its understanding of philanthropic behavior to target prospects through direct mail, email, Web, and social media solutions..
Thompson & Associates Booth Number: 111
112 Westwood Pl., Ste. 250, Brentwood, TN 37027615-358-1416www.ceplan.com
Thompson & Associates partners with nonprofit organizations to maximize planned giving opportunities through a values-based charitable estate planning process which has generated over $6 billion dollars to charitable organizations since 1998..
2014 Resource Partners
Your Mission. Your Career.Whether you started out as a volunteer or giving a gift to your local charity, your journeywith philanthropy and nonprofits has become a career within a cause.
The Center for Philanthropy and NonprofitLeadership has opportunities to support you onwhatever step of the journey you find yourself. We welcome you to join us online or on yournext qualifying visit to Houston.
SPRING ONLINE OFFERINGS:
> Developing a Comprehensive Annual Giving Program
> Fundamentals of Constituent Relationship Management
> Fundraising Analytics: Leveraging the Power of Data
> The Productive Development Office
> Prospect Research and Analysis > Writing the Fund
Development Plan
Visit us at cpnl.rice.edu for acomplete listing of classroom and online opportunities. Register today.
cpnl.rice.edu | 713-348-6009
H34CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Wilson-Bennett Booth Number: 210
140 Professional Dr., Ste. 2, Cabot, AR 72023501-941-2499www.wilson-bennett.com
Wilson-Bennett Technology, Inc. offers customized phonathon services, including on-campus managed, off-campus calling, software leasing, and membership and admissions calling.
Your Logo Glove Booth Number: 203
117 E. Louisa St., Ste. 580, Seattle, WA 98102888-581-4490www.yourlogoglove.com
Fresh, unique golf outing gifting ideas with unsurpassed quality. Innovative, turnkey fundraising initiatives that make a lasting impression
2014 Resource Partners
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H35DELIVER
Registration ListKayla AceboVice President for Institutional AdvancementUniversity of Tulsa600 S College AveTulsa, OK 74104-3126(918)631-2565kayla-acebo@utulsa.edu
Janice AdamsonDirector of Grants and ResearchHolocaust Museum Houston5401 Caroline StreetHouston, TX 77004jadamson@hmh.org
Brian AdlerVice President of Public Relations & MarketingSouthwestern Oklahoma State University100 Campus DrWeatherford, OK 73096-3098(580) 774-3063brian.adler@swosu.edu
Charles AlcornDirector of Corporate & Foundation RelationsUniversity of Houston - Victoria3007 N. Ben WilsonVictoria, TX 77901-5731(361) 570-4848alcornc@uhv.edu
Lydia AlemanAssociate Vice President for University AdvancementUniversity of Texas - Pan American1201 West University DriveEdinburg, TX 78539(956) 665-2337aleman@utpa.edu
Robert AllenSenior Director, Tulane Fund, Reunion GivingTulane University1555 Poydras StreetSuite 1000New Orleans, LA 70112(504) 314-7341rallen7@tulane.edu
Nicholas AlmanzaCommunications CoordinatorUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162(713)743-5891njalmanz@Central.UH.EDU
Liza AlonzoAssociate Director, Community InvolvementUniversity of Houston - DowntownOne Main StreetSuite 204-SouthHouston, TX 77002(713) 221-8682alonzol@uhd.edu
Melinda AndersonExecutive Director, LSUA FoundationLouisiana State University at Alexandria8100 Highway 71 SouthAlexandria, LA 71302-9121(318) 619-2916manderson@lsua.edu
Susan AndersonDirector of Special EventsOklahoma State University304 Whitehurst HallStillwater, OK 74078-1026(405) 385-5629sanderson@osugiving.com
Darlene AndrewsDirector of Donor RelationsSam Houston State UniversityUniversity AdvancementBox 2537Huntsville, TX 77341-2537(936) 294-3623dandrews@shsu.edu
Mitch AndrewsExecutive Director, Advancement and Alumni EngagementTyler Junior CollegePO Box 9020Tyler, TX 75711(903) 510-2034mand@tjc.edu
Katie AndrusExecutive DirectorTexarkana College Foundation2500 North Robison RoadTexarkana, TX 75503katie.andrus@texarkanacollege.edu
Dahlia Anzaldua-TorresCollege Event CoordinatorAustin Community College5930 Middle Fiskville RoadAustin, TX 78752(512) 223-7595anzaldua@austincc.edu
Margot ArdoinCoordinator, Marketing & CommunicationLouisiana State University Alumni AssociationLod Cook Alumni Center3838 W Lakeshore DriveBaton Rouge, LA 70808
Sandra ArispeGrants & Donor Relations OfficerTexas A&M University-San Antonio1 University WaySan Antonio, TX 78224-3134(210)784-1106sandra.arispe@tamusa.tamus.edu
Selene ArrazoloInformation Evolution1601 East Fifth Street #109Austin, TX 78702
Leah AschmannConstituent Relations OfficerRice UniversityOffice of Development, MS-81PO Box 1892Houston, TX 77251-1892(713) 348-4427leah.aschmann@rice.edu
Lisa AshornAnnual Giving & Business Development CoordinatoriTexas A&M University1246 TAMUCollege Station, TX 77843-1246lashorn@aggienetwork.com
Verna AucoinReunion Officer, Tulane FundTulane University1555 Poydras StreetSuite 1000New Orleans, LA 70112(504) 314-7631vaucoin1@tulane.edu
Jessica AustinAlumni Events & Programs CoordinatorRice UniversityResource Development, MS-80PO Box 1892Houston, TX 77251-1892(713)348-3658jmaustin@rice.edu
Kate AyalaCASE ASAP District 4 RepresentativeUniversity of New Mexico700 Lomas Blvd NEAlbuquerque, NM 87102-2552Kayala01@unm.edu
Charles BacarisseVice President for DevelopmentHouston Baptist University7502 Fondren RoadHouston, TX 77074(281) 649-3428cbacarisse@hbu.edu
Kristina BachmanAssociate Director of DevelopmentUniversity of Texas at AustinPO Box 7458Austin, TX 78713-7458(512)232-3998Kristina.Bachman@austin.utexas.edu
Michael BallSenior Director of DevelopmentUniversity of Mary Hardin-Baylor900 College StreetBelton, TX 76513(254) 295-4688mball@umhb.edu
Wendy BallardDirector of AluumniUniversity of HoustonHilton CollegeHotel and Restaurant ManagementHouston, TX 77204-3028(713) 743-1591wlballard@uh.edu
Justin BanisterPresident's AmbassadorsEastern New Mexico University SAPresidental AmbassadorsStation 7, 1500 S Avenue KPortales, NM 88130(575)562-2178justin.banister@enmu.edu
Jill BankstonAssistant Director, DevelopmentNorthwestern State University of Louisiana535 University ParkwayNSU Alumni CenterNatchitoches, LA 71497(318) 357-4414bankstonj@nsula.edu
Karen BarbierAssistant Director of Media RelationsUniversity of Houston - Clear LakeUHCL - Box 1992700 Bay Area Blvd.Houston, TX 77058-1098(281) 283-2029barbier@uhcl.edu
Toby BarnettAssociate Vice President University DevelopmentBaylor UniversityOne Bear Place #97026Waco, TX 76798-7026(254) 710-8412toby_barnett@baylor.edu
Felipe BarreraAssistant Director of DevelopmentUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249felipe.barrera@utsa.edu
Christopher BatchelderPresident and CEOOklahoma State University201 Conoco Phillips Alumni CtrStillwater, OK 74078-1026(405) 744-5368chris.batchelder@okstate.edu
Keturi BeattyDirector of Stewardship and Planned GivingThe Hockaday School11600 Welch RoadDallas, TX 75229-2913(940)891-6860keturi.beatty@unt.edu
Carol BergmanDevelopment AssistantThe Episcopal School of Dallas4100 Merrell RoadDallas, TX 75229(214)353-5876bergmanc@esdallas.org
Donna BernardDirector, Media RelationsUniversity of Louisiana at Monroe700 University AvenueMonroe, LA 71209-3200(318)342-5447bernard@ulm.edu
Amy BerryDirector of DevelopmentUniversity of Tulsa800 S Tucker DriveTulsa, OK 74104(918) 631-2000amy-berry@utulsa.edu
Charles BierMedia Relations SpecialistUniversity of Louisiana at Lafayette104 University CircleLafayette, LA 70503(337)482-6397charlie@louisiana.edu
Ronnie BirdsongVP of University Relations & Enrollment ServicesEastern New Mexico UniversityStation #22Portales, NM 88130(575) 562-4490ronnie.birdsong@enmu.edu
Lori BlackDirector of Development, National Major Giving ProgramSouthern Methodist UniversityPO Box 750281Dallas, TX 75275-0281(214) 768-1996lablack@smu.edu
Monika BlackwellCommunications SpecialistTexas A&M University1246 TAMUCollege Station, TX 77843-1246(979) 845-6061m.blackwell@tamu.edu
Haley BlountAssociate Director of Alumni AffairsNorthwestern State University of Louisiana535 University ParkwayNatchitoches, LA 71497(318) 357-4415blounth@nsula.edu
Mark BlountExternal AffairsUniversity of Texas at AustinPO Box 7458Austin, TX 78713-7458(512) 471-1509mark.blount@beg.utexas.edu
Lynn BoedingCommunicationsThe John Cooper SchoolOne John Cooper DriveThe Woodlands, TX 77381(281) 367-0900lboeding@johncooper.org
Amanda BoorenDirector, Communications & PublicationsSan Jacinto College Foundation4624 Fairmont ParkwaySuite 212Pasadena, TX 77504(281) 998-6160amanda.booren@sjcd.edu
Emma BouquetDevelopment OfficerTarleton State UniversityBox T-0260Stephenville, TX 76402(254) 968-1872ejeske@tarleton.edu
Derek BowmanDirector of Principal GiftsArkansas State UniversityPO Box 1990State University, AR 72467-1990(618)453-4883derekb@foundation.siu.edu
Heath BowmanAssociate DirectorUniversity of Arkansas491 N Razorback RdFayetteville, AR 72701(479) 575-4842habowman@uark.edu
Amanda BradfordSenior Communications SpecialistNew Mexico State University3035 Williams AveLas Cruces, NM 88003(575)646-1996ambradfo@nmsu.edu
Susan BradfordExec Dir for Institutional AdvUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713) 942-3436bradfords@stthom.edu
Teresa BradyExecutive AssistantEastern Oklahoma State College1301 W. MainWilburton, OK 74578(918) 465-1759tbrady@eosc.edu
Melissa BraggDirector, Gift PlanningUniversity of Mary Hardin-Baylor900 College StreetBelton, TX 76513(254)295-4608mbragg@umhb.edu
Barbara BreierVice President University AdvancementTexas State University-San MarcosUniversity Advancement601 University Drive - JCK 960San Marcos, TX 78666-4615(512) 245-2396blb137@txstate.edu
Ryan BrittDevelopment OfficerAustin College900 North Grand AvenueSherman, TX 75090-4400(903) 813-2000rbritt@austincollege.edu
Rae BrodnaxDevelopment OfficerUniversity of Louisiana at Lafayette104 University CircleLafayette, LA 70503(337)482-5753rae.robinson@louisiana.edu
Lauren BrookeyVice President of External AffairsTulsa Community CollegeTulsa Community College Foundation6111 East Skelly DriveTulsa, OK 74135-6198(918) 595-7977lauren.brookey@tulsacc.edu
Teri BrooksManaging Editor, PeriodicalsUniversity of Texas at Dallas800 W Campbell RoadRichardson, TX 75080(972) 883-4326teri.brooks@utdallas.edu
Haley BrorsenCoordinator of Chapter RelationsOklahoma State University201 Conoco Phillips Alumni CtrStillwater, OK 74078-7003(405)744-8923haley.brorsen@okstate.edu
David BroughtonDirector of Development - COBAUniversity of North Texas1155 Union Circle # 311250Denton, TX 76203-5017(940) 891-6855david.broughton@unt.edu
Danny BroussardAssistant Director of AlumniSt. Thomas More Catholic High School450 East Farrel RoadLafayette, LA 70503(337) 988-3700danny.broussard@stmcougars.net
Cori BrownDevelopment OfficerTarleton State UniversityBox T-0260Stephenville, TX 76402(254) 968-9699thomason@tarleton.edu
Joanne BrownDirector of DevelopmentLamar Institute of TechnologyPO Box 10043Beaumont, TX 77710(409) 839-2956jcbrown@lit.edu
H36CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Registration ListKrystyna BrownDirector of DevelopmentUniversity of Texas at AustinP.O. Box 78713Austin, TX 78713(512)475-6134krystyna@austin.utexas.edu
Lauren BrownCommunications CoordinatorLouisiana State University3838 W Lakeshore DrBaton Rouge, LA 70808-4600(225)578-3836lbrown@lsufoundation.org
Susie BrownDirector of Marketing CommunicationsTulsa Community College6111 East Skelly DriveTulsa, OK 74135-6198(918) 595-7884susie.brown@tulsacc.edu
Paul BryanCreative DirectorTexas A&M University - CommercePO Box 3011Commerce, TX 75429(903) 886-5132paul_bryan@tamu-commerce.edu
Robert BuchheitSenior Director Gift PlanningUniversity of North Texas1155 Union Circle # 311250Denton, TX 76203-5017(940) 369-8277robert.buchheit@unt.edu
Rachel BullockCoordinator of TLF Phonathon ActivitiesArkansas Tech University1509 N Boulder Ave, Adm 209Russellville, AR 72801-7400(479)356-2071rbullock@atu.edu
Cathy BunchAssociate Director of Presidential Scholarship ProgramUniversity of New Mexico700 Lomas Blvd NEAlbuquerque, NM 87102-2552(505) 277-5688cathy.bunch@unmfund.org
Kristin BurchExecutive Director of Constiuent DevelopmentUniversity of Houston400 E. Cullen BuildingHouston, TX 77204-2013(713) 743-8843ktburch@uh.edu
Taryn BurnettManaging EditorUniversity of Houston - Clear Lake2700 Bay Area Blvd.MC 199Houston, TX 77058-1098(281) 283-2027
Nikki BuskeyNicholls State UniversityPO Box 2100Thibodaux, LA 70310(985)448-4008nikki.buskey@nicholls.edu
Vicki ButlerAssociate Director, Communications CenterSouthern Arkansas University100 East UniversityMagnolia, AR 71753(870) 235-4026vjbutler@saumag.edu
Tom ButtineCorporate Relations Coordinator Development OfficerAustin College900 North Grand AvenueSherman, TX 75090-4400(903) 813-2000tbuttine@austincollege.edu
Timothy BynumDirector of DevelopmentWest Texas A&M University2501 4th AveCanyon, TX 79016-0001(806) 651-2069tbynum@wtamu.edu
Marcy Cadena-SmithDirector, Marketing & CommunicationsCollin College3452 Spur 399McKinney, TX 75069-8742(972) 758-3896mcsmith@collin.edu
Cheryl CainExecutive Director Marketing and CommunicationsTexas A&M University-KingsvilleMSC 114Kingsville, TX 78363(361) 593-2014cheryl.cain@tamuk.edu
Greg CaldwellDevelopment OfficerStephen F. Austin State UniversityPO Box 6092, SFA StationNacogdoches, TX 75962(936)468-2389caldwellwg@sfasu.edu
Brett CalvertExecutive Director, MarketingUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210)458-6160brett.calvert@utsa.edu
Erica CampanelliAthletics Development OfficerUniversity of Texas at Tyler3900 University BoulevardTyler, TX 75799(903)566-7081ecampanelli@uttyler.edu
Jamie CantaraAssociate Director for DevelopmentUniversity of Texas at AustinUniversity Development OfficePO Box 7458Austin, TX 78713-7458(512) 232-5577jcantara@austin.utexas.edu
Stephanie CarrollDirector, AdvancementUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162(713)743-8458scarrol2@central.uh.edu
Chase CarterDirector CommunicationOklahoma State UniversityOSU Alumni Association201 Conoco Phillips OSU Alumni CenterStillwater, OK 74078(405) 744-2066chase.carter@okstate.edu
Randy CassimusAssociate Director of Alumni Affairs and Community DevelopmentOklahoma City Community College7777 S. May AvenueOklahoma City, OK 73159(405)682-1611 EXT 7478john.r.cassimus@occc.edu
Catie CatonSpecial Events CoordinatorEast Central University1100 East 14th StreetPMB Y-8Ada, OK 74820(580) 559-5611catncat@ecok.edu
Patrick CawiezellCoordinator of Annual GivingUniversity of Tulsa800 S Tucker DriveTulsa, OK 74104(918)631-3514patrick-cawiezell@utulsa.edu
Courtney CegersSpecial Projects CoordinatorUniversity of Arkansas at Pine Bluff1200 North University DriveMail Slot 4981Pine Bluff, AR 71611(870) 575-8858stricklandc@uapb.edu
Brett ChambersExecutive Director of Volunteer RelationsCouncil for Advancement and Support of Education1307 New York Avenue, NWSuite 1000Washington, DC 20005-4701(202) 478-5649chambers@case.org
Alyson ChapmanCreative Services ManagerTarleton State UniversityBox T-0730Stephenville, TX 76402(254) 968-9404achapman@tarleton.edu
Bradley CharlesworthAssociate Director / UndergraduateTulane UniversityDevelopment Office / Law OfficeGoldring Waldenberg HallNew Orleans, LA 70118(504)862-8018bradley@tulane.edu
Kathy CheckleyDevelopment WriterUniversity of Texas System210 W 6th StAustin, TX 78701-2901(512)579-5173kcheckley@utsystem.edu
Brad ChevesVice President, Development & External AffairsSouthern Methodist UniversityPO Box 750281Dallas, TX 75275-0281(214) 768-2667bcheves@smu.edu
Amber ChildersDirector of College AdvancementCollege of the OuachitasOne College CircleMalvern, AR 72104(501) 332-0234amber@coto.edu
Brittany ChildsDirector of Alumni RelationsUniversity of Texas at Tyler3900 University BoulevardTyler, TX 75799(903)566-7444bchilds@uttyler.edu
Paul ChouyPhotographerUniversity of Texas at Brownsville1 W University BlvdBrownsville, TX 78520-4933(956)882-8226paul.chouy@utb.edu
Jewelette ChristopherAssistant Director DevelopmentUniversity of Texas Health Science Center At Houston7000 FanninHouston, TX 77030(713) 500-3044jewelette.christopher@uth.tmc.edu
Robyn ClarkGraphic DesignerUniversity of Central Arkansas201 Donaghey AvenueConway, AR 72035robync@uca.edu
Todd ClarkDirector of Web CommunicationsArkansas State UniversityPO Box 2220State University, AR 72467(870) 972-2586tclark@astate.edu
Monica ClemDirector, Development & External RelationsUniversity of St. ThomasCameron School of Business3800 Montrose BoulevardHouston, TX 77006-4626(713) 525-3115
Todd ClowerArt Director, Senior Graphic DesignerHardin-Simmons UniversityBox 16100Abilene, TX 79698-6100todd.e.clower@hsutx.edu
Connie CochranExecutive Director of Alumni Relations and Special EventsTexas Southern UniversityOffice of Alumni RelationsHannah Hall, Room 209Houston, TX 77004-5498(713) 313-7606cochrancl@tsu.edu
Cynthia Colbert RileyVice President for AdvancementUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713) 525-3100rileycc@stthom.edu
Ryan CooneyAssociate Director, DevelopmentLouisiana State University156 Thomas Boyd HlBaton Rouge, LA 70803-0001rcooney@lsu.edu
Diane CooperDirector, Leadership GiftsUniversity of Texas at ArlingtonUTA Box 19198Arlington, TX 76019-0198(817) 272-5276diane.cooper@uta.edu
Julie CooperManaging Editor, Hill ViewsTexas State University-San MarcosUniversity Advancement601 University Drive - JCK 960San Marcos, TX 78666-4615(512)245-2925j_c449@txstate.edu
Larry CooperDirector of Annual GivingTexas A&M UniversityThe Association of Former Students505 George Bush DriveCollege Station, TX 77840(979) 845-2217lcooper77@aggienetwork.com
Greg CortezDirector of Data ServicesUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-7348greg.cortez@utsa.edu
Suzann CoutsDirectorMcMurry UniversityBox 938 McMurry StationAbilene, TX 79697(325)793-4608couts.suzann@mcm.edu
Brandy CoxSr. Director of Development for Univ. ProgramsOklahoma State UniversityOSU Foundation400 S. MonroeStillwater, OK 74074(405)385-0715bcox@osugiving.com
Paul CoxAssoc Dir. Major GiftsTrinity UniversityOne Trinity PlaceSan Antonio, TX 78212-7200(210)999-8058pcox@trinity.edu
Brandon CozartWeb DesignerTexas A&M University505 George Bush DriveCollege Station, TX 77840-2918(979)845-7514bcozart03@aggienetwork.com
Teri CrawfordVice Chancellor Marketing, Public Relations & Government AffairsSan Jacinto College Foundation4624 Fairmont ParkwaySuite 210Pasadena, TX 77504(281) 998-6154teri.crawford@sjcd.edu
Monique CrochetDirectorNicholls State UniversityPO Box 2158Thibodaux, LA 70310(985) 448-4110monique.crochet@nicholls.edu
Deborah Crofoot-MorleyDirector, DevelopmentUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713) 525-3109
Elaine CroweCommunications CoordinatorOur Lady of the Lake College7434 Perkins RoadBaton Rouge, LA 70808elaine.crowe@ololcollege.edu
Holly CullenAssistant Vice Chancellor of University RelationsLouisiana State University3960 W Lakeshore DriveBaton Rouge, LA 70808(225) 578-3872hhouk@lsu.edu
Karen CullinanDevelopment OfficerTexas A&M University - Corpus Christi6300 Ocean DriveUnit 5733Corpus Christi, TX 78412-5733Karen.cullinan@tamucc.edu
Leslie CurrieDirector of Institutional AdvancementTexas A&M University System Health Science Center301 Tarrow, 7th FloorCollege Station, TX 77840(979) 458-7200currie@pharmacy.tamhsc.edu
Michelle CurtisAssistant Director of Media & CommunicationsSt. Thomas More Catholic High School450 East Farrel RoadLafayette, LA 70503(337) 988-3700michelle.curtis@stmcougars.net
Courtney DaleDirector, Development Communications & StrategyBaylor UniversityOne Bear Place #97026Waco, TX 76798-7026(254) 710-8216courtney_dale@baylor.edu
Marci DallasDirector of Planned GivingHolocaust Museum Houston5401 Caroline StreetHouston, TX 77004mdallas@hmh.org
Wayne DavenportSenior Director of DevelopmentTexas A&M University - CommercePO Box 3011Commerce, TX 75429(903) 468-8182wayne.davenport@tamuc.edu
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H37DELIVER
Registration ListMiranda DavisDevelopment AssociateAll Saints Episcopal School2695 SSW Loop 323Tyler, TX 75701(903)579-6000mdavis@all-saints.org
Pamela DavisDirector, Chapter RelationsOklahoma State University304 Whitehurst HallStillwater, OK 74078-1026(405) 640-5511pamela.stubbs@okstate.edu
Tommye Lou DavisVice President for Constituent EngagementBaylor UniversityOne Bear Place #97026Waco, TX 76798-7026(254) 710-8319tommye_lou_davis@baylor.edu
William DavisDirector of Strategic InitiativesLouisiana State University156 Thomas Boyd HlBaton Rouge, LA 70803-0001wdavis@lsufoundation.org
Stephanie DavisonDirector of Alumni RelationsSoutheastern Oklahoma State University Alumni Association1405 N. 4th StreetPO Box 4187Durant, OK 74701(580)745-2267sdavison@se.edu
Allison DawsonDirector of DevelopmentAustin College4100 Merrell RoadDallas, TX 75229(214) 353-5808dawsona@esdallas.org
Jace DawsonVice President - CPOOklahoma State University304 Whitehurst HallStillwater, OK 74078-1026(405)744-5550jace.dawson@okstate.edu
Laurie DeanDirector of Development Operations & Public RelationsUniversity of the Southwest6610 Lovington Hwy#501Hobbs, NM 88240-9986(575) 492-2108ldean@usw.edu
Lynne DeanDirector of Institutional AdvancementAlamo Community College District Foundation, Inc.201 W Sheridan, Bldg C-3San Antonio, TX 78204-1429(210)486-4135ldean12@alamo.edu
Ken DedominicisVP for Institutional AdvancementOur Lady of the Lake College5414 Brittany DriveBaton Rouge, LA 70808(832)215-1240ken@ololcollege.edu
Carmina Del PilarUniversity of Texas MD Anderson Cancer CenterPO Box 301439Houston, TX 77230-1439(713)792-3450 EXT 8669ccdel@mdanderson.org
Bob DenmanVice Chancellor forAdvancementUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099(501) 569-3194bgdenman@ualr.edu
Ray DentDirector of Development and Alumni RelationsLakehill Preparatory School2720 Hillside DriveDallas, TX 75214(214)826-2931rdent@lakehillprep.org
Brook DickisonAnnual Fund CoordinatorAngelo State University2601 West Avenue NSan Angelo, TX 76909(325) 942-2116bdickison@angelo.edu
Susan DiederichDirector, Annual GivingUniversity of Texas Health Science Center At Houston7000 Fannin, Suite 1200Houston, TX 77030(713) 500-3387susan.diederich@uth.tmc.edu
Laura DolsCommunications and Gala CoordinatorAnnunciation Orthodox School3600 Yoakum BoulevardHouston, TX 77006(713)470-5600 EXT 5665ldols@aoshouston.org
Edna DominguezAssistant VP for Student AffairsUniversity of Texas at Austin2304 Whitis Ave Stop G5000Austin, TX 78712-1659(512)471-1133edna.dominguez@austin.utexas.edu
Lisa DoyleAssociate Director of DevelopmentUniversity of Texas MD Anderson Cancer CenterPO Box 301439Houston, TX 77230-1439(713) 563-4084lcdoyle@mdanderson.org
Chris DrakeAssistant Director of DevelopmentGrace Community School3001 University BlvdTyler, TX 75701(903)566-5678 EXT 154cdrake@gracetyler.org
Claire DrakeExecutive Assistant to the PresidentLouisiana State University Alumni Association3838 W Lakeshore DrBaton Rouge, LA 70808-4600(225)578-3882claire@lsualumni.org
Mallory DriggersSenior Alumni Relations OfficerNew Mexico State UniversityPO Box 30001MSC 3ASLas Cruces, NM 88003-8001(575) 646-5573mcdrigg@nmsu.edu
Marcus DunkinAdvancement SpecialistGrace School10219 Ella Lee LaneHouston, TX 77042(713)782-4421 EXT 5020mdunkin@graceschool.org
Kent DunsonDevelopment AssociateHendrix College1600 Washington AvenueConway, AR 72032-3080(501)450-1357dunsonk@hendrix.edu
Jerrod EdelhauserTexas A&M University - CommercePO Box 3011Commerce, TX 75429(903)886-5846Jerrod@ketr.org
Gigi EkstromDirector of Marketing and Community RelationsLakehill Preparatory School2720 Hillside DriveDallas, TX 75214(214) 826-2931gekstrom@lakehillprep.org
Farah EllenbogenAssistant Director of Development & Alumni RelationsUniversity of Texas at Dallas800 W Campbell RoadRichardson, TX 75080(972) 883-6207farah.ellenbogen@utdallas.edu
Rhonda EllisorDirector of Major GiftsSam Houston State UniversityOffice of University AdvancementBox 2537Huntsville, TX 77341-2537(936) 294-4050rellisor@shsu.edu
Kris ElmoreAssociate Director of DevelopmentLouisiana State University2990 West Lakeshore DriveBaton Rouge, LA 70808(225) 578-6416kelmor1@lsu.edu
Bea Emanuel-SimsDirector of DevelopmentHouston Community College3100 Main 12th Floor Suite 12BB12Houston, TX 77002(713)718-6379beatrice.emanuelsims@hccs.edu
Hank EmeryDirector, Alumni Relations & Annual GivingUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713) 525-3111emeryh@stthom.edu
Mike EmerySenior Media Relations SpecialistUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162memery@Central.UH.EDU
Rachel Emmanuel WallaceLouisiana State University Alumni AssociationLod Cook Alumni Center3838 W Lakeshore DriveBaton Rouge, LA 70808
Anne EnglertDirector Alumni ProgramsUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-7228anne.englert@utsa.edu
Vanner ErikconAssistant Director of Alumni and DevelopmentNorthwestern State University of Louisiana535 University ParkwayNatchitoches, LA 71497ericksonv@nsula.edu
Rosa EscobedoAdministrative CoordinatorUniversity of North Texas Dallas7300 University Hills Blvd.Dallas, TX 75241(972)780-3647rosa.escobedo@unt.edu
Roya EsfandiDirector, Advancement Services & Donor RelationsUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713) 942-3415esfandr@stthom.edu
Cheryl EvansPresidentNorthern Oklahoma College1220 E. Grand AvenuePO Box 310Tonkawa, OK 74653(580) 628-6201cheryl.evans@noc.edu
Jessica EvansDirector of DevelopmentTarleton State UniversityBox T-0260Stephenville, TX 76402(254) 968-9857jevans@tarleton.edu
Julie FalconDirector of DevelopmentHouston Community CollegeHouston Community College Foundation3100 Main Street 12th FloorHouston, TX 77002(713) 718-8486julie.falcon@hccs.edu
Howard FarrellVP, University Advancement & Public AffairsMidwestern State UniversityMidwestern State University Foundation3410 Taft Blvd.Witchita Falls, TX 76308(940) 397-4782howard.farrell@mwsu.edu
Misty FathAdministrative Assistant, Development and Community RelationsNorthern Oklahoma College1220 E. Grand AvenuePO Box 310Tonkawa, OK 74653(580) 628-6214misty.fath@noc.edu
Erin FellerDevelopment Officer - College of Business & TechnologyNortheastern State University812 N CedarTahlequah, OK 74464-2399(918) 458-2143fellerel@nsuok.edu
Phyllis FinleyDonor Records SpecialistSam Houston State UniversityBox 2537Huntsville, TX 77341-2537pmf009@shsu.edu
Kim FischerDirector of Development/College of SciencesUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-7672kim.fischer@utsa.edu
James FisherDirector, Ad SalesLouisiana State University Alumni AssociationLod Cook Alumni Center3838 W Lakeshore DriveBaton Rouge, LA 70808
Craig FosterOfficerBaylor Health Care System Foundation3600 Gaston Avenue, Suite 100Dallas, TX 75246(214)820-8196Craig.Foster@baylorhealth.edu
Michael FosterVideographerSam Houston State UniversityBox 2537Huntsville, TX 77341-2537mdf022@shsu.edu
Dane FowlkesDirector of Major GiftsEast Texas Baptist University1209 North GroveMarshall, TX 75670-1498(254) 495-4170dfowlkes@etbu.edu
Jena FRStewardship OfficerCentenary College of LouisianaPO Box 41188Shreveport, LA 71134-1188(318)869-5008jmckinzie@centenary.edu
Kevin FralicksSenior Director of DevelopmentUniversity of Mary Hardin-Baylor900 College StreetBelton, TX 76513(254) 295-4279kfralicks@umhb.edu
Donald FraserDirector of Alumni RelationsTyler Junior CollegePO Box 9020Tyler, TX 75711(903)510-2371dfra@tjc.edu
Lindsay FredenburgAssistant Director Relationship ManagementUniversity of Mary Hardin-Baylor900 College StreetUMHB Box 8409Belton, TX 76513(254) 295-5533lfredenburg@umhb.edu
Logan FreemanDirector of Information TechnologyTexas A&M University1246 TAMUCollege Station, TX 77843-1246lfreeman00@aggienetwork.com
Amy FreibergerExecutive Director of Alumni RelationsUniversity of Tulsa800 S Tucker DriveTulsa, OK 74104(918) 631-3727amy-freiberger@utulsa.edu
Marjorie FrenchVice President for University AdvancementUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-4132marjie.french@utsa.edu
Michael FrickPresident, FoundationDini Spheris2727 Allen Parkway Suite 1650Houston, TX 77019(720)612-6420mfrick@dinispheris.com
Thom FronekAssistant Vice President of DevelopmentLouisiana State University Alumni AssociationLod Cook Alumni Center3838 W Lakeshore DriveBaton Rouge, LA 70808
Muriel FunchesExecutive Director of Advancement JHJ School of BusinessTexas Southern University3100 Cleburne StreetHouston, TX 77004(713)313-6750funchesm@tsu.edu
Sara FurrDirector of Regional GivingOklahoma State UniversityPO Box 1749Stillwater, OK 74076-1749(405) 863-9538sfurr@osugiving.com
Gloria GallardoDirector of Communications and Public AffairsTexas A&M University - Corpus ChristiInstitutional Advancement6300 Ocean DriveCorpus Christi, TX 78412-5503(361) 825-2427gloria.gallardo@tamucc.edu
H38CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Registration ListRosie GarciaDirector of DevelopmentUniversity of the Incarnate Word4301 Broadway, CPO 317San Antonio, TX 78209(210) 829-6072rgpompa@uiwtx.edu
Michael GarnerVice President of Business & CFOLouisiana State University Alumni Association3838 W Lakeshore DriveBaton Rouge, LA 70808(225) 578-3827mike@lsualumni.org
Porter GarnerPresident & CEO, Association of Former StudentsTexas A&M University505 George Bush DriveCollege Station, TX 77840-2918(979) 845-7514pgarner79@aggienetwork.com
Michael GarrityMedia Specialist, Marketing,&University of Houston4800 Calhoun RdHouston, TX 77204-2162msgarrit@Central.UH.EDU
Amanda GarzaAlumni & Development OfficerTexas A&M University - Corpus Christi6300 Ocean DriveUnit 5733Corpus Christi, TX 78412-5733Amanda.Garza@tamucc.edu
Lori GarzaDirector of EngagementTexas A&M University - Corpus Christi6300 Ocean DriveUnit 5733Corpus Christi, TX 78412-5733(361) 825-2352lori.garza@tamucc.edu
Adriana Garza-FloresSocial Media & Engagement ManagerTexas A&M University-KingsvilleCampus Box 173Kingsville, TX 78363(361)593-4979adriana.garza@tamuk.edu
Julie GaynorDirector of Marketing and Public InformationMidwestern State University3410 Taft BoulevardWichita Falls, TX 76308(940) 397-4352julie.gaynor@mwsu.edu
Rebecca GentryExecutive Director, Campaign Strategic InitiativesUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162rmgentry@Central.UH.EDU
Donna GilbertAssistant Director, Alumni AssociationSam Houston State UniversityBox 2022Huntsville, TX 77341-2022(936) 294-3924dgilbert@shsu.edu
Dawn GillespieDirector of Board ServicesHolocaust Museum Houston5401 Caroline StreetHouston, TX 77004dgillespie@hmh.org
Jeffrey GiralaPublications ManagerGrace School10219 Ella Lee LaneHouston, TX 77042(713)782-4421 EXT 6612jgirala@graceschool.org
Shamika GloverResource Development SpecialistHumble ISD Education FoundationPO Box 2000Humble, TX 77347-2000(281)641-8082shamika.glover@humble.k12.tx.us
Rick GoinsDirector, Alumni AssociationUniversity of Arkansas, Fort Smith5210 Grand AvenuePO Box 3649Fort Smith, AR 72913-3649(479)788-7026rick.goins@uafs.edu
Patrick GonzalesAssociate DirectorTexas Tech UniversityCommunications & MarketingBox 42022Lubbock, TX 79409(806) 742-2136patrick.gonzales@ttu.edu
Veronica GonzalesVice President for University AdvancementUniversity of Texas - Pan American1201 West University DriveEdinburg, TX 78539(956) 665-5301gonzalesv@utpa.edu
Joann GonzalezProspect Research Stewardship Alumni OfficerTexas A&M University-San Antonio1450 Gillette BlvdSan Antonio, TX 78224(210)784-1100joann.gonzalez@tamusa.tamus.edu
Robert GrahamAlumni CoordinatorEastern New Mexico University1500 S. Avenue KPortales, NM 88130(575) 562-2125robert.graham@enmu.edu
Dale GreenDirector of Marketing and MembershipStephen F. Austin State UniversityPO Box 6096, SFA StationNacogdoches, TX 75962(936) 468-3407dgreen@sfasu.edu
Hayley GreenDevelopment WriterRice UniversityResource Development, MS-80PO Box 1892Houston, TX 77251-1892(713)348-4481hgreen@rice.edu
Heather GreenDirector, Development CommunicationsUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-5155heather.green@utsa.edu
Aimee GreeneDirector, Advancement Services & Donor RelationsOur Lady of the Lake College5414 Brittany DriveBaton Rouge, LA 70808(225)490-1652aimee.greene@ololcollege.edu
Patrick GreenerPhonathon CoordinatorUniversity of the Incarnate Word4301 BroadwaySan Antonio, TX 78209(210) 829-2748greener@uiwtx.edu
Kathryn GreenwadeVP for Communications and Human Resources, The Assoc of Former StudentsTexas A&M University505 George Bush DrCollege Station, TX 77843-1246(979) 862-7514kgreenwade88@aggienetwork.com
Gabrielle GriffinDatabase Mgr & Stewardship CoordinatorThe Episcopal School of Dallas4100 Merrell RoadDallas, TX 75229(214)353-5860griffing@esdallas.org
Lee GriffinPresident & CEO, LSU FoundationLouisiana State University2828 W Lakeshore DrBaton Rouge, LA 70808(225) 578-3811lgriffin@lsufoundation.org
Heidi GriswoldDirector of Development, College of Agriculture, Food & Natural ResourcesUniversity of Missouri - Columbia400 South MonroeStillwater, OK 74074(405)385-5656hgriswold@osugiving.com
John GrubbDirector of AdvancementLouisiana State University Alumni AssociationCollege of Science336 Hatcher HallBaton Rouge, LA 70803(225) 578-2935
Alice GuedryAssociate Director fo DevelopmentOur Lady of Fatima School2315 Johnson StLafayette, LA 70503(337)235-2464aguedry@olf.org
Sabra GuerraAssistant VP for DevelopmentTarleton State UniversityTarleton State University FoundationBox T-0260Stephenville, TX 76402(254) 968-9770sguerra@tarleton.edu
Jason GuilbeauAssistant Director of Alumni AffairsUniversity of New Orleans2000 Lakeshore DrNew Orleans, LA 70122-3520(504)280-6394jpguilb1@uno.edu
Ronald GundenPartnerGonser Gerber LLP1776 Legacy Cir Ste 100Naperville, IL 60563-1673(630) 505-1433rgunden@gonsergerber.com
Brittany GuthrieCoordinator of Campus ProgramsTexas A&M University1246 TAMUCollege Station, TX 77843-1246bguthrie12@aggienetwork.com
Debra GuzmanDirector of Alumni and Advancement RelationsOur Lady of the Lake University411 SW 24th StreetSan Antonio, TX 78207(210) 434-6711daguzman@ollusa.edu
Pattie HagaVice President & COOOklahoma State UniversityOSU Alumni Association201 Conoco Phillips OSU Alumni CenterStillwater, OK 74078(405) 744-2881pattie.haga@okstate.edu
Christa HallAssistant Director of Alumni RelationsHouston Baptist University7502 Fondren RoadHouston, TX 77074(281)649-3487chall@hbu.edu
Charlotte HambrickDirector of Endowment Compliance and Development OperationsUniversity of Texas System210 W 6th Street, Suite 1.342Austin, TX 78701(512) 499-4346chambrick@utsystem.edu
Kelcey HamiltonAnnual Fund & StewardshipSt. Mark's School of Texas10600 Preston RoadDallas, TX 75230(214) 346-8226hamiltonk@smtexas.org
Melani HamiltonCommunications ManagerUniversity of Tulsa800 S Tucker DriveTulsa, OK 74104(918)596-2752melani-hamilton@utulsa.edu
Steve HammerExecutive AssistantHolocaust Museum Houston5401 Caroline StreetHouston, TX 77004(713)942-8000shammer@hmh.org
Jewel HamptonDirector of DesignLouisiana State University3960 W. Lakeshore Dr.Baton Rouge, LA 70808(225) 578-3878jewel@lsu.edu
April Hampton PerezSenior Director of University Relations – Gift & Estate PlanningSouthwestern UniversityPO Box 770Georgetown, TX 78627-0770 (512) 863-1485pereza@southwestern.edu
Russ HancockDirector of Pubs/PhotographerUniversity of Central ArkansasUCA Box 4986Conway, AR 72035(501) 450-5284russh@uca.edu
Jessica HarbinDirector of Annual GivingJesuit College Preparatory School12345 Inwood RoadDallas, TX 75244(972) 387-8700jharbin@jesuitcp.org
Michael HardyManager of Internal ReportingTexas A&M University505 George Bush DriveCollege Station, TX 77840-2918(979)845-7514mhardy13@aggienetwork.com
Kristen Harris-BridwellCoordinator of Social and Visual MediaHardin-Simmons UniversityBox 16100Abilene, TX 79698-6100(325)670-1318kristen.harrisbridwell@hsutx.edu
Ann HatchDistrict Director, Media RelationsDallas County Community College District1601 South LamarDallas, TX 75215-1816(214) 378-1819ahatch@dcccd.edu
Anjelica HayesCommunity Relations CoordinatorGrace School10219 Ella Lee LaneHouston, TX 77042(713)782-4421ahayes@graceschool.org
Mark HeffingtonSoftware Support SpecialistUniversity of Central Arkansas201 Donaghey AveWingo Hall 215Conway, AR 72035(501) 450-3431markh@uca.edu
Andrew HegerSenior Communications SpecialistUniversity of Texas Health Science Center At Houston7000 FanninSuite 1200Houston, TX 77030(713) 500-3087andrew.j.heger@uth.tmc.edu
Krista HeideDirector of DevelopmentHolocaust Museum Houston5401 Caroline StreetHouston, TX 77004kheide@hmh.org
Keri HendonDevelopment AssociateAll Saints Episcopal School2695 SSW Loop 323Tyler, TX 75701(903)579-6000 EXT 1118khendon@all-saints.org
Denise HensleySenior Director, Constituent StrategiesBaylor College of MedicineOne Baylor PlazaHouston, TX 77030(713) 798-9115denise.hensley@bcm.edu
Cecilee HerdVice PresidentTexas A&M University505 George Bush DrCollege Station, TX 77843-1246(979) 845-7514cherd95@aggienetwork.com
Cami HighersStewardship and Annual Giving CoordinatorNortheastern State University601 North Grand AvenueTahlequah, OK 74464-2399(918)456-5511 EXT 4215highersc@nsuok.edu
Karina HillanbrandDevelopment AssistantUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210)458-6632karina.hillanbrand@utsa.edu
Lason HinesDirectorPrairie View A&M UniversityPO Box 519Prairie View, TX 77446-0519(936)261-9836lahines@pvamu.edu
Rachel HobsonCoordinator of Social Media and CommunicationsUniversity of Houston - Clear LakeUHCL - Box 432700 Bay Area Blvd.Houston, TX 77058-1098hobson@uhcl.edu
Judy HodgesUniversity Advancment CoordinatorSoutheastern Oklahoma State University Alumni Association1405 N. 4th StreetPO Box 4187Durant, OK 74701(580) 745-2236jhodges@se.edu
Susan HollidayRelationship ManagerNorthwestern Oklahoma State University709 Oklahoma BoulevardAlva, OK 73717-2799(580) 327-8592sjholliday@nwosu.edu
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H39DELIVER
Registration ListClayton HollingsworthDirector of DevelopmentPrince of Peace Christian School4000 Midway RoadCarrollton, TX 75007(972)598-1108clayton.hollingsworth@popcs.org
Adrianne HolmesCompetitive Grants CoordinatorHumble ISD Education FoundationPO Box 2000Humble, TX 77347-2000(281)641-8141adrianne.holmes@humble.k12.tx.us
Frank HolmesVice President for University AdvancementSam Houston State UniversityOffice of University AdvancementBox 2537Huntsville, TX 77341-2537(936) 294-3625holmes@shsu.edu
Marty HolmesVice President, Association of Former StudentsTexas A&M University505 George Bush DriveCollege Station, TX 77840(979) 845-7514mholme87@aggienetwork.com
Alex HopkinsDirector of Alumni AffairsBaylor College of MedicineOne Baylor PlazaHouston, TX 77030alex.hopkins@bcm.edu
Jan HopsonDirector of Gift Planning ServicesUniversity of Texas System210 W 6th Street, Suite 1.208Austin, TX 78701(512) 499-4300jhopson@utsystem.edu
Janice HorakAsst. Vice President External RelationsTarleton State UniversityPO Box T-0415Tarleton State UniversityStephenville, TX 76402-0001(254) 968-9071jhorak@tarleton.edu
Shelly HornAssistant Director of DevelopmentUniversity of Texas at San Antonio5723 University HeightsSuite 400San Antonio, TX 78249-1130(210) 458-5520shelly.horn@utsa.edu
Jessee HorwedelCreative Services SpecialistTarleton State UniversityBox T-0415Stephenville, TX 76402(254)968-9553horwedel@tarleton.edu
Maureen HowardDirector of University CommunicationsNew Mexico State UniversityMSC 3K, PO Box 30001Las Cruces, NM 88003-8001(575) 646-3221mhoward@nmsu.edu
Shannon HowardExecutive Assistant to the Executive Director/ CEO TAMUK Foundation, Inc.Texas A&M University-Kingsville825 W. Santa GertrudisKingsville, TX 78363(361)593-2208shannon.howard@tamuk.edu
Jenni HuffenbergerCommunication ManagerUniversity of Texas at Dallas800 W Campbell RoadRichardson, TX 75080(972) 883-2155
Victoria HughesAssociate Director of Alumni Communications
Austin College900 North Grand AvenueSuite 6GSherman, TX 75090-4400(903) 813-2196vhughes@austincollege.edu
Brooks HullVice President for Institutional AdvancementAustin College900 North Grand Avenue, Suite 6GSherman, TX 75090-4400(903) 813-2232bhull@austincollege.edu
Amy HultquistAlumni and Annual Giving OfficerSouthern Methodist UniversityPO Box 750281Dallas, TX 75275-0281(214)768-4748ahultquist@smu.edu
Daphne HuntDirector of Web ServicesTarleton State UniversityBox T-0415Stephenville, TX 76402(254)968-1852hunt@tarleton.edu
Richie HunterAssociate Vice President for Marketing & CommunicationsiUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162rchunter@Central.UH.EDU
Kent HuntsmanAssociate Vice President for University Relations – Gifts Southwestern UniversityPO Box 770Georgetown, TX 78627(512) 863-1235huntsmak@southwestern.edu
Laura HutyraCampaign ManagerAll Saints' Episcopal School9700 Saints CircleFort Worth, TX 76108(817) 560-5700
Charlotte HuvalRegistrar/ Alumni AffairsOur Lady of Fatima School2315 Johnson StLafayette, LA 70503(337)235-2464admissions@olf.org
Marissa HydeWeb and Print Content CoordinatorEastern New Mexico University1500 S. Avenue KPortales, NM 88130Marissa.hyde@enmu.edu
Joe IzbrandChief Communications OfficerUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-8754joseph.izbrand@utsa.edu
Michelle JabbourSpecial Events CoordinatorUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713)525-3100jabboum@stthom.edu
Linda JacksonDirector of Public Relations & MarketingHuston-Tillotson University900 Chicon StreetAustin, TX 78702-2795(512) 505-3006lyjackson@htu.edu
Keli JacobiSenior News Writer/EditorUniversity of Arkansas at Little Rock7126 Calion HwyEl Dorado, AR 71730(870) 748-2555
Jill JacobsExecutive Director of DevelopmentTexas A&M University - Corpus Christi6300 Ocean DriveUnit 5733Corpus Christi, TX 78412-5733(361)825-2763jill.jacobs@tamucc.edu
Sophia JamesDirector of Advancement ServicesHouston Community CollegeHouston Community College Foundation3100 Main Street 12th Floor, MC 1148Houston, TX 77002(713) 718-8488sophia.james@hccs.edu
Wendell JeffreysDirector of College DevelopmentTexas Tech UniversityCollege of Arts and SciencesBox 41034Lubbock, TX 79409-1034(806) 742-3833w.jeffreys@ttu.edu
Josh JenkinsManager of Web Communications and Online MarketingSouthern Arkansas UniversityPO Box 9409Magnolia, AR 71754-9409(870)235-5165jdjenkins@saumag.edu
Danny JohnsonDirector of Alumni ServicesNortheastern State University812 North Cedar Ave.Tahlequah, OK 74464-2399(918) 444-4211johnso89@nsuok.edu
P. David JohnsonAssociate Vice President - Communications & MarketingUniversity of Texas at ArlingtonDavis Hall, Room 411701 South NeddermanArlington, TX 76019-0116(817)272-9192davidjohnson@uta.edu
Patrina JohnsonDirector of Advancement ServicesCentenary College of LouisianaPO Box 41188Shreveport, LA 71134-1188(318) 869-5599pjohnson2@centenary.edu
Aaron JonesCoordinator of Alumni Communications & ActivitiesArkansas Tech UniversityAlumni House1313 N. Arkansas AvenueRussellville, AR 72801(479) 964-3234ajones6@atu.edu
Ginny JonesAssociate Director of DevelopmentRice UniversityOffice of Development, MS-81PO Box 1892Houston, TX 77251-1892(713) 348-2096gbjones@rice.edu
Tracy JonesDirector, Direct MailLouisiana State University Alumni Association3838 W Lakeshore DriveBaton Rouge, LA 70808(225) 578-3838tracyj@lsualumni.org
Paula JonseAssociate Vice President for IA, Executive Director of Alumni EngagementAustin College900 North Grand AvenueSuite 6GSherman, TX 75090-4400(903) 813-2389pjonse@austincollege.edu
Thomas JoynerPresident/CEOThe Tom Joyner Foundation13760 Noel RoadSuite 750Dallas, TX 75240(972) 789-5869thomas.joyner@reachmediainc.com
Karen KaplanAssistant Vice PresidentUniversity of Texas Health Science Center At Houston7000 FanninSuite 1200Houston, TX 77030(713) 500-3045karen.k.kaplan@uth.tmc.edu
Barbara KasperVice President, The Association of Former StudentsTexas A&M University505 George Bush DriveCollege Station, TX 77840-2918(979) 845-7514bkasper82@aggienetwork.com
Josh KeeDirector of Major GiftsSouthern Arkansas UniversityPO Box 9174Magnolia, AR 71754-9174(870) 235-4321joshkee@saumag.edu
Heath KellyAssistant Director of PublicationsArkansas State UniversityPO Box 2220State University, AR 72467(870) 972-2136hkelly@astate.edu
Julie KeltonProject ManagerTexas Christian UniversityTCU Box 297044Fort Worth, TX 76129j.kelton@tcu.edu
Mike KempUniversity PhotographerUniversity of Central ArkansasUCA Box 4986Conway, AR 72035(501) 450-3112mikek@uca.edu
Jana KennellyDirector of Development, College of EngineeringUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-5125jana.kennelly@utsa.edu
Eileen KenneyDevelopment CoordinatorTulsa Community College6111 East Skelly DriveTulsa, OK 74135-6198(918) 595-7000eileen.kenney@tulsacc.edu
Taylor KiddAssociate Director of University Relations - Gift ProgramsSouthwestern University1001 East University AvenueGeorgetown, TX 78626(512)863-1239kiddt@southwestern.edu
Selina KieschnickExecutive Director, Development and MarketingTexas A&M University-KingsvilleCampus Box 173Kingsville, TX 78363(361)593-3301selina.kieschnick@tamuk.edu
Whitney KingDevelopment OfficerUniversity of Texas at Tyler3900 University BlvdTyler, TX 75799-6600(903)566-7384wchilders@uttyler.edu
Kaiti KlingSenior Director of DevelopmentBaylor College of MedicineOne Baylor PlazaMS: BCM 160Houston, TX 77030(713) 798-4058ekling@bcm.edu
Kimberly KlotzGraphic DesignerUniversity of Central Arkansas201 Donaghey AvenueConway, AR 72035kklotz@uca.edu
Mark KnightAdvancement Research & Communications SpecialistUniversity of Central Arkansas201 Donaghey AvenueConway, AR 72035(501) 450-5292aknight@uca.edu
Jimmy KnioumAssociate Director, College RelationsDel Mar College101 Baldwin BlvdCorpus Christi, TX 78404-3897(361) 698-1247jknioum@delmar.edu
Susan KolodziejczykDirector of DevelopmentUniversity of Mary Hardin-Baylor900 College StreetBelton, TX 76513(254) 295-4173skolodziejczyk@umhb.edu
James KramerDirector of DevelopmentJesuit College Preparatory SchoolCommunication and Donor Relations12345 Inwood RoadDallas, TX 75244(972) 387-8700jkramer@jesuitcp.org
Lauren LaGrappeAlumni Outreach & Communications CoordinatorUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713)525-3100 EXT 3407lagrapl@stthom.edu
Deborah LakeMedia Relations ManagerUniversity of Texas Health Science Center At Houston7000 FanninHouston, TX 77030(713)500-3304Deborah.m.lake@uth.tmc.edu
LaCresha LambAssistant Director, Alumni Regional and Constituent GroupsRice University6100 Main StHouston, TX 77005-1827(713)348-4270llamb@rice.edu
Liz LandryExecutive Assistant to the PresidentUniversity of Louisiana at LafayettePO Drawer 41008Lafayette, LA 70504-1008(337) 482-6203lizland@louisiana.edu
Ashley LarrabeeDirector of MarketingTexas A&M University - Corpus Christi6300 Ocean Dr Unit 5726Corpus Christi, TX 78412-5599(361)825-3020ashley.larrabee@tamucc.edu
Michael LarsonDirector of AdvancementThe Fay School105 North Post Oak LaneHouston, TX 77024(713) 681-8300mlarson@thefayschool.org
H40CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Registration ListDanielle LavieDevelopment Office ManagerSaint Paul's School917 S Jahncke AveCovington, LA 70433-3724(985)892-3200 EXT 1270development@stpauls.com
Kara LawrenceAlumni Relations CoordinatorUniversity of North Texas Health Science Center3500 Camp Bowie BoulevardFort Worth, TX 76107(817)735-2445 EXT 2278gabrielle.sewell@unthsc.edu
Beth LeeManager of Donor RelationsUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162melee5@Central.UH.EDU
Katy LeeCoordinator of Constituent Networks & Young AlumniThe Association of Former Students505 George Bush DriveCollege Station, TX 77840-2918(979)845-7514KLee08@AggieNetwork.com
Loraine LeeManager of College Relations and PartnershipsThe Tom Joyner Foundation13760 Noel RoadSuite 750Dallas, TX 75240(214)722-2814loraine.lee@tomjoynerfoundation.org
Lona LeighBaylor College of MedicineOne Baylor PlazaHouston, TX 77030(713)798-9093lona.leigh@bcm.edu
Felicia LewisManager, Annual FundPrairie View A&M UniversityPO Box 519MS 1200Prairie View, TX 77446-0519(936) 261-1591fylewis@pvamu.edu
James LewisExecutive Vice President for DevelopmentBig Brothers Big Sisters of America450 E. John Carpenter Fwy Ste 300Irving, TX 75062(972)573-2354jimlewis@uta.edu
Patty LewisDirector, Advancement ServicesSam Houston State UniversityBox 2537Huntsville, TX 77341-2537(936) 294-3625pal007@shsu.edu
Lauren LightAnnual Fund CoordinatorStephen F. Austin State UniversityPO Box 6092, SFA StationNacogdoches, TX 75962(254) 449-0387lightle@sfasu.edu
Sara LillehaugenDirector of DevelopmentRice UniversityPO Box 1892Houston, TX 77251-1892(713)348-3189sdl@rice.edu
David LindblomCreative Director Canal SeisNorthern New Mexico College921 Paseo De OnateEspanola, NM 87532(505) 747-2100dlindblom@nnmc.edu
J
ohn LippincottPresidentCouncil for Advancement and Support of Education1307 New York Avenue, NWSuite 1000Washington, DC 20005-4701(202) 478-5655lippincott@case.org
Amy LoafmanAssistant Director of Annual GivingWayland Baptist University1900 West 7th StreetPlainview, TX 79072-6998(806)291-3602loafmana@wbu.edu
Brandice LockettDirector of MarketingGrace School10219 Ella Lee LaneHouston, TX 77042blockett@graceschool.org
Brenda LongDirector of Alumni & Community RelationsTexas A&M University System Health Science Center110 Joe H Reynolds Medical BuildingCollege Station, TX 77843-1114(979) 845-8526bklong@medicine.tamhsc.edu
Genevieve LopezAsst. Director of Annual GivingUniversity of Texas at San Antonio1 Utsa CirSan Antonio, TX 78249-1644(210)458-5157 EXT 5157genevieve.lopez@utsa.edu
David LoylessAssistant Vice President of DevelopmentRice UniversityResource Development, MS-80PO Box 1892Houston, TX 77251-1892
Julie LucasAssistant Director for DevelopmentUniversity of Texas at AustinUniversity Development OfficePO Box 7458Austin, TX 78713-7458(512) 475-9636jlucas@austin.utexas.edu
JoAnn LuceroSenior Associate Director of University Relations - Alumni and ParentsSouthwestern UniversityPO Box 770Georgetown, TX 78627-0770(512) 863-1589luceroj@southwestern.edu
Antonio LujanSpanish Communications CoordinatorAustin Community College5930 Middle Fiskville RoadAustin, TX 78752(512)223-7519antonio.lujan@austincc.edu
Hector LunaAssociate Director of Reunion GivingTrinity UniversityOne Trinity PlaceSan Antonio, TX 78212-7200(210)999-8537hluna@trinity.edu
Amy LynchDirector for Institutional AdvancementTexas State Technical College - Harlingen1902 N Loop 499Harlingen, TX 78550-3697(956) 364-4500amy.lynch@tstc.edu
Tracy LyonsDirector of Alumni ServicesGannon University109 University SquareErie, PA 16541(814) 871-7473lyons025@gannon.edu
Sherri MacwillieAdministrative Coordinator, Center for Teaching ExcellenceTexas A&M University1246 TAMUCollege Station, TX 77843-1246(979)862-1655smacwillie@tamu.edu
Laura MadeloneDirector of Alumni AffairsSUNY OneontaOffice of Alumni Affairs128 ALumni HallOneonta, NY 13820-4015(607) 436-3191laura.madelone@oneonta.edu
Chris MaggioDean of Student AffairsNorthwestern State University of LouisianaNSU Student UnionNatchitoches, LA 71497(318) 357-4414maggioc@nsula.edu
Kathy MajorExecutive Director of CommunicationsUniversity of Houston214 Science & Research Bldg 1Houston, TX 77204-5008(713) 743-4023ksmajor@uh.edu
Donna MakkhavaneSpecial Events/Marketing CoordinatorWest Texas A&M University2501 4th AvenueWTAMU Box 60999Canyon, TX 79016-0001(806)651-2990dmakkhavane@wtamu.edu
Patricia MaloneCoordinator of Campus ProgramsTexas A&M University505 George Bush DriveCollege Station, TX 77840-2918(979) 845-7514kmalone08@aggienetwork.com
Matt ManningPresidentInformation Evolution1601 East Fifth Street #109Austin, TX 78702mmanning@informationevolution.com
Jessica MannonAnnual & Alumni Giving OfficerSouthern Methodist UniversityPO Box 750281Dallas, TX 75275-0281(214) 768-1722jmannon@smu.edu
Arlene MantheyAssociate Director of Development, Student AffairsSouthern Methodist UniversityDevelopment & Alumni AffairsPO Box 750172Dallas, TX 75275-0172(214) 768-4711amanthey@smu.edu
Todd MarrsDirector of AdvancementUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162(713)743-9741dtmarrs@uh.edu
Aaron MartinDirector of Communications & MarketingUniversity of Louisiana at Lafayette104 University CircleLafayette, LA 70503(337) 482-6397acm8841@louisiana.edu
Norma MartinDirector of Editorial ServicesTexas Christian UniversityTCU Box 297044Fort Worth, TX 76129norma.martin@tcu.edu
Christine MartinezYoung Alumni & Student Programs CoordinatorTrinity UniversityOne Trinity PlaceAlumni RelationsSan Antonio, TX 78212(210) 999-8405csun@trinity.edu
Lisa MartinezInterim Executive DirectorTexas A&M University - CommercePO Box 3011Commerce, TX 75429(903) 468-8175lisa.martinez@tamuc.edu
Jason MartonPublic Relations CoordinatorTexas A&M University-Kingsville700 University BlvdMSC 114Kingsville, TX 78363(512) 593-3901jason.marton@tamuk.edu
Brad MashburnDevelopment AssociateEast Texas Baptist University1209 North GroveMarshall, TX 75670-1498(903)923-2043bmashburn@etbu.edu
Eunice McCarneyAnnual Giving DirectorOur Lady of the Lake College7434 Perkins RoadBaton Rouge, LA 70808(225)490-1605eunice.mccarney@ololcollege.edu
C. Richard McKelveyVice President for University RelationsSouthwestern UniversityPO Box 770Georgetown, TX 78627(512) 863-1484rick.mckelvey@southwestern.edu
Teri McKinleyCommunity Relations AssociateEast Texas Baptist University1209 North GroveMarshall, TX 75670-1498(903)923-2070tmckinley@etbu.edu
Jeffery McLainSenior Vice President for DevelopmentLouisiana State UniversityLSU Foundation3838 West Lakeshore DriveBaton Rouge, LA 70808(225) 578-3811jmclain@lsufoundation.org
Vickie McLemoreDirector of Constituent StrategiesBaylor College of MedicineOne Baylor PlazaHouston, TX 77030(713) 798-8618vlmclemo@bcm.edu
Cindy McLeodLittle Rock Christian AcademyPO Box 17450Little Rock, AR 72222(501)975-3431cindy.mcleod@littlerockchristian.com
Virginia McMurrayDirector of Foundation RelationsHendrix College1600 Washington AvenueOffice of DevelopmentConway, AR 72032-3080(501) 450-1431mcmurray@hendrix.edu
Ephraim McNairCommunication & Design SpecialistHendrix College1600 Washington AvenueConway, AR 72032-3080(501) 450-1381mcnair@hendrix.edu
Kathy McNallySr. Director of DevelopmentOklahoma State University400 S. MonroeStillwater, OK 74074(405) 385-5606kmcnally@osugiving.com
Jeremiah McNicholsCommunications DirectorTexas A&M University System Health Science Center301 Tarrow, 7th FloorCollege Station, TX 77840(979) 458-7200mcnichols@medicine.tamhsc.edu
Tina MedlinAssistant Vice President of Institutional AdvancementUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626medlintb@stthom.edu
Mike MelcherExecutive Director of Corporate & Fundraising GiftsWayland Baptist University1900 West 7th StreetCMB 621Plainview, TX 79072(806) 291-3431melcherm@wbu.edu
Anthony MeyerSenior Director of DevelopmentLouisiana State UniversityCollege of Engineering3176 Patrick F. Taylor HallBaton Rouge, LA 70803(225) 578-3456ameyer@lsu.edu
Lindsay MilesProgram CoordinatorTexas A&M University3126 TamuCollege Of EngineeringCollege Station, TX 77843-3126(979)862-3062lindsaymiles@tamu.edu
Andi MillerTexas A&M University - CommercePO Box 3011Commerce, TX 75429(903)468-8171Andrea.Miller@tamuc.edu
Jeanette MillerDevelopment AssistantUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-7912jeanette.miller@utsa.edu
Karl MillerExecutive Director of Development for Major Gifts and Annual GivingUniversity of Texas at AustinUniversity Development OfficePO Box 7458, A3000Austin, TX 78713(512) 471-4124karl.miller@austin.utexas.edu
Megan MillerAnnual Giving CoordinatorUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-5054megan.miller@utsa.edu
Robert MillerSenior Director of Development, College of Human Sciences & EducationLouisiana State UniversityCollege Of Human Sciences & Education204 Peabody HlBaton Rouge, LA 70803-0001(225) 578-6384miller@lsu.edu
Meaghan MilliornSocial and Digital Contract SpecialistUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099mkmilliorn@ualr.edu
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H41DELIVER
Registration ListMarionette MitchellDirector, PublicationsUniversity of St. Thomas3800 Montrose BlvdHouston, TX 77006-4696(713) 525-3120marion@stthom.edu
Maritta MitchellCoordinator of Annual GivingJohn Brown University2000 West University StreetSiloam Springs, AR 72761(479)524-7107mamitchell@jbu.edu
Robin MizellAssociate Director of CommunicationsUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099(501) 683-7146ramizell@ualr.edu
Jerri MonbaronDirectorHumble ISD Education FoundationPO Box 2000Humble, TX 77347-2000(281) 641-8143jerri.monbaron@humble.k12.tx.us
Calvin MonizSenior Director of DevelopmentUniversity of TulsaThe University of Tulsa800 S Tucker DriveTulsa, OK 74104(918) 631-3111calvin-moniz@utulsa.edu
Thelma MooneyExecutive Director of DevelopmentSam Houston State UniversityBox 2537Huntsville, TX 77341-2537(936) 294-4047mooney@shsu.edu
Calvin MooreDirector of DevelopmentTulsa Community College6111 East Skelly DriveTulsa, OK 74135-6198(918) 595-7846calvin.moore@tulsacc.edu
Leedon MooreGraphic DesignerUniversity of Texas at Dallas800 W Campbell Road, MP14Richardson, TX 75080(972) 883-4428leedon.moore@utdallas.edu
Tracey Moore-SweeneyGrantUniversity of Houston - Victoria3007 N. Ben WilsonVictoria, TX 77901-5731(361)570-4379sweeneyt@uhv.edu
Katherine MoralesDirector of CommunicationsUniversity of Texas at Dallas800 West Campbell Road AD14Richardson, TX 75080-3021(972)883-4321kmorales@udallas.edu
April MoretonDirector of DevelopmentJohn Brown University2000 West University StreetSiloam Springs, AR 72761(479) 524-7254amoreton@jbu.edu
Steve MuellerExecutive Director, Business OperationsUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162scmuelle@Central.UH.EDU
Frank MulhernUniversity of Tulsa800 S Tucker DriveTulsa, OK 74104(918)596-5761frank-mulhern@utulsa.edu
Kevin MullanDirector of AlumniJesuit College Preparatory School12345 Inwood RoadDallas, TX 75244(972) 387-8700kmullan@jesuitcp.org
Justin MunozInterim Director, Alumni AffairsTexas A&M University-Kingsville700 University Blvd.MSC 114Kingsville, TX 78363(361) 593-2146justin.munoz@tamuk.edu
Cristian MurdockConsultantGonser Gerber LLPPO Box 600State University, AR 72467-1990(630)505-1433cmurdock@gonsergerber.com
Megan MurpheyStrategic Communications CoordinatoriTexas Christian UniversityTCU Box 297044Fort Worth, TX 76129m.r.murphey@tcu.edu
Laura MurrayAssociate Vice President of Advancement Services & AdministrationUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-5160laura.murray@utsa.edu
Laurie MusgroveSenior Vice President and Managing DirectorGrenzebach Glier and Associates, Inc.71 Granby StreetNorth Scituate, RI 02857(312) 372-4040lmusgrove@grenzglier.com
Leeann MutchlerEvisors55 Broad St Rm 15FNew York, NY 10004-3709(917)412-8188leeann@evisors.com
Greeley MyersMajor Gifts OfficerTrinity UniversityOne Trinity PlaceOffice of Major and Planned GiftsSan Antonio, TX 78212(210) 999-8031gmyers@trinity.edu
Julie NavejarCommunication Specialist, Public RelationsTexas A&M University-KingsvilleMSC 114700 University BlvdKingsville, TX 78363(512) 593-2590kajam03@tamuk.edu
Michael NealeighVice President for University Advancement, Executive Director, USAO FoundationUniversity of Science and Arts of OklahomaUniv. of Science & Arts of Oklahoma Foun1727 W AlabamaChickasha, OK 73018-5322(405) 574-1324mnealeigh@usao.edu
Dedra NevillManager, Donor RelationsTexas A&M University3126 TamuCollege Of EngineeringCollege Station, TX 77843-3126(979)862-1543dpnevill@tamu.edu
Amy NewAVP of Alumni Relations and DevelopmentTrinity UniversityOne Trinity PlaceSan Antonio, TX 78212-7200(210) 999-7431anew1@trinity.edu
Susie NicholsonVice President for Student Services and University RelationsArkansas Tech University1605 Coliseum Drive, Suite 202Russellville, AR 72801(479)968-0238snicholson@atu.edu
Jaime NodarseDirector of Foundation and Corporate RelationsTexas A&M University - Corpus Christi6300 Ocean DriveUnit 5733Corpus Christi, TX 78412-5733(361) 825-3320jaime.miglini@tamucc.edu
Thomas NurreNews & Information SpecialistAngelo State UniversityASU Station 11021San Angelo, TX 76909(325) 942-2248tnurre@angelo.edu
Coda OmnessCommunity Education and Marketing DirectorEastern New Mexico University709 Mechem DrRuidoso, NM 88345-6946(575)257-2120Coda.Omness@enmu.edu
Bruce ONealDirector Marketing and CommunicationsSam Houston State UniversityBox 2537Huntsville, TX 77341-2537(936) 294-3625
Christian O'NealAssociate Vice Chancellor for Alumni & DevelopmentUniversity of Arkansas at Little Rock2801 S. University AvenueLittle Rock, AR 72204(501) 569-3142cxoneal@ualr.edu
Lauraine O'NeilDirector of University MarketingUniversity of Texas at Dallas800 W Campbell RoadRichardson, TX 75080(972) 883-4427lauraine.oneil@utdallas.edu
Paul Onuzuruike, MPA, CFRM.Director of Annual GivingUniversity of Louisiana at Monroe700 University AvenueAdvancement ServicesMonroe, LA 71209-3200(318) 342-3687onuzuruike@ulm.edu
Lance OrtizAssociate Vice President for Institutional AdvancementWest Texas A&M UniversityWTAMU Box 60766Canyon, TX 79016(806) 651lortiz@wtamu.edu
Carol OstlindDirector of DevelopmentHouston Christian High School2700 West Sam Houston Pkwy NorthHouston, TX 77043(713) 580-6027costlind@houstonchristian.org
Diane OswaldDirector of College RelationsTexas A&M UniversityCollege of Ed & Human Dev4222 TAMUCollege Station, TX 77845(979) 845-5355doswald@tamu.edu
Mitzi OverturfAssistant Director of DevelopmentCollege of the OuachitasOne College CircleMalvern, AR 72104(501) 337-5000moverturf@coto.edu
Adrian OwenAssociate Director of Donor RelationsLouisiana State UniversityLSU College of Science336 Hatcher HallBaton Rouge, LA 70803(225) 578-5100aowen@lsu.edu
Amanda ParrDirector of University Relations – Leadership GiftsSouthwestern UniversityPO Box 770Georgetown, TX 78627(512) 863-1403parra@southwestern.edu
Javier ParraDirector of Operations and Alumni RelationsMonterrey Institute of TechnologicoAve. Eugenio Garza Sada 2501 SurCol TecnologicoMonterrey, NL 6484952528183582javier.parra@itesm.mx
Caroline ParrackAnnual Fund CoordinatorThe Hockaday School11600 Welch RoadDallas, TX 75229-2913(214) 360-6529cparrack@mail.hockaday.org
Amy ParrinoSenior Vice PresidentLouisiana State University Alumni Association3838 W Lakeshore DriveBaton Rouge, LA 70808(225) 578-3838amy@lsualumni.org
Brent PassmoreDirector of CommunicationsEastern New Mexico University1500 S. Avenue KPortales, NM 88130brent.passmore@enmu.edu
Tina PaulDirector of DevelopmentUniversity of Arkansas Community College At BatesvillePO Box 3350Batesville, AR 72503(870)612-2017tina.paul@uaccb.edu
Georganne PayneSenior Associate Director, DevelopmentUniversity of Texas MD Anderson Cancer CenterPO Box 301439Houston, TX 77230-1439(713) 792-0402gpayne@mdanderson.org
Mike PedePresident & CEO, Alumni AssociationUniversity of HoustonPO Box 230345Houston, TX 77223-0345(713) 743-9550mlpede@uh.edu
Jason PenryVice Chancellor for University AdvancementArkansas State UniversityPO Box 600State University, AR 72467-1990(870) 972-3030jpenry@astate.edu
Allison PeteetDirector of Alumni RelationsEast Texas Baptist University1209 North GroveMarshall, TX 75670-1498(903) 923-2072apeteet@etbu.edu
Cydney PetersDirector of Foundation Development and CommunicationsHouston Community CollegeHouston Community College Foundation3100 Main Street 12th Floor, MC 1148Houston, TX 77002(713) 718-5032cydney.peters@hccs.edu
Laura PetersonAssistant Director of UniversityDevelopment for Donor Services and ScholarshipsMidwestern State University3410 Taft BoulevardWichita Falls, TX 76308(940) 397-4919laura.peterson@mwsu.edu
Jonathan PettyDirector, Public RelationsWayland Baptist University1900 West 7th StreetPlainview, TX 79072-6998(806) 291-3588pettyj@wbu.edu
Amber PhiferMarketing CoordinatorUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-4133amber.phifer@utsa.edu
Carrie PhillipsDirector of New MediaArkansas Tech UniversityAdministration Bldg, Room 2121509 N Boulder AveRussellville, AR 72801-2222(479) 880-4041cphillips@atu.edu
Lori PilleyAssistant Director of Donor RelationsLouisiana State University3838 W Lakeshore DrBaton Rouge, LA 70808-4600(225)578-7043lpilley@lsu.edu
Anne PitreDirector of AdvancementSt. Thomas More Catholic High School450 East Farrel RoadLafayette, LA 70503(337) 988-3700ann.pitre@stmcougars.net
Katherine PolenzStrategic Communications SpecialistTexas Christian UniversityTCU Box 297044Fort Worth, TX 76129k.polenz@tcu.edu
Leslee PonderDirector, Alumni RelationsMidwestern State University3410 Taft BoulevardWichita Falls, TX 76308(940) 397-4350leslee.ponder@mwsu.edu
Ben PorterCommunications ManagerUniversity of Texas at Dallas800 W Campbell RoadRichardson, TX 75080(972)883-2193ben.porter@udallas.edu
Mary Linda PortnerDirector of AdvancementSt. Pius X High School811 West Donovan StreetHouston, TX 77091-5643(713) 692-3581portnerml@stpiusx.org
John PostUniversity of Arkansas, Fort Smith5210 Grand AvenuePO Box 3649Fort Smith, AR 72913-3649(479)788-7027john.post@uafs.edu
H42CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
Registration ListLauren PowerAnnual Fund DirectorSt. Pius X High School811 West Donovan StreetHouston, TX 77091-5643(713)579-7500powerl@stpiusx.org
Jennifer PoyerWeb and Print Content CoordinatorEastern New Mexico University1500 S. Avenue KPortales, NM 88130Jennifer.Poyer@enmu.edu
Theresa PresswoodExecutive Director of CommunicationsUniversity of Houston - Clear LakeUHCL-Box 1992700 Bay Area BoulevardHouston, TX 77058-1098(281) 283-2026presswood@uhcl.edu
Austin PriceNew Media SpecialistTexas Christian UniversityTCU Box 297044Fort Worth, TX 76129(817) 257-2466a.price@tcu.edu
Janette PriorAdministrative AnalystUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099(501) 569-8075jeprior@ualr.edu
Cheryl PurcellAssistant Vice President for DevelopmentHardin-Simmons UniversityBox 16100Abilene, TX 79698-6100(325) 670-1371cpurcell@hsutx.edu
Mark PutnamDirector of Corporate RelationsUniversity of Houston400 E. Cullen BuildingHouston, TX 77204-2013(713) 743-0954mputnam@uh.edu
Grace PykaAssociate Director of University Relations – Alumni & ParentsSouthwestern UniversityPO Box 770Georgetown, TX 78627(512) 863-1486pykag@southwestern.edu
Cristy RacyDir. of Donor RelationsOklahoma State University400 S. MonroeStillwater, OK 74074(405) 385-0728cracy@osugiving.com
Jason RamezanDirector, On Campus ProgramsLouisiana State University Alumni AssociationLod Cook Alumni Center3838 W Lakeshore DriveBaton Rouge, LA 70808(225) 578-3838jasonr@lsualumni.org
Carrie RayAssistant Director of DevelopmentUniversity of Texas Health Science Center At Houston7000 FanninHouston, TX 77030(713)500-3077carrie.e.ray@uth.tmc.edu
Jillian ReddishCommunications SpecialistTexas A&M University-San AntonioOne University WaySan Antonio, TX 78224(210) 784-1103jillian.reddish@tamusa.tamus.edu
Ben RenbergAssistant Dean of External RelationsRice UniversityResource Development, MS-80PO Box 1892Houston, TX 77251-1892(713) 348-3982ben.renberg@rice.edu
Hannah RhodesMedia Relations AssistantUniversity of Texas Health Science Center At Houston7000 FanninHouston, TX 77030(713)500-3053Hannah.C.RasorRhodes@uth.tmc.edu
Colleen RichardsonAlumni Relations OfficerNew Mexico State UniversityPO Box 30001Las Cruces, NM 88003-8001(575)646-3616colleenr@nmsu.edu
Duff RidgewayVice President for AdvancementMount Mercy University1330 Elmhurst Drive, NECedar Rapids, IA 52402-4797(319) 368-6468dridgeway@mtmercy.edu
Brandli RobertsDirector, On-Campus EventsLouisiana State University Alumni AssociationLod Cook Alumni Center3838 W Lakeshore DriveBaton Rouge, LA 70808
Charlie RobertsPresident & CEOLouisiana State University Alumni Association3838 W Lakeshore DriveBaton Rouge, LA 70808(225) 578-3814croberts@lsualumni.org
Amanda RobichauxSr. Program Coordinator, Donor RelationsLouisiana State University Alumni Association1555 Poydras StreetSuite 1000New Orleans, LA 70112(504) 314-7269arobicha@tulane.edu
Andrew RobisonDirector of DevelopmentTexas A&M University System Health Science Center110 Joe H Reynolds Medical BuildingCollege Station, TX 77843-1114(979) 862-3992robison@medicine.tamhsc.edu
Ana RodriguezSpecial Assistant to the President for External AffairsUniversity of North Texas Dallas7300 University Hills Blvd.Dallas, TX 75241ana.rodriguez3@unt.edu
Ernesto RodriguezDevelopment OfficerUniversity of Texas - Pan American1201 West University DriveEdinburg, TX 78539(956) 665-8944erodriguez2d@utpa.edu
Stephanie RodriguezDevelopment OfficerUniversity of the Incarnate Word4301 BroadwaySan Antonio, TX 78209(210) 829-6075sarodri5@uiwtx.edu
Jill RoshtoDirector of DevelopmentLouisiana State UniversityCollege of Humanities & Social Sciences132 Hodges HallBaton Rouge, LA 70803(225) 266-9527jillroshto@lsu.edu
Abby RowellCoordinator, Recruiting EventsEastern New Mexico University SAPresidental AmbassadorsStation 7, 1500 S Avenue KPortales, NM 88130(575)562-2178abby.rowell@enmu.edu
Karen RubinskyExec Director, Development ServicesRice UniversityDevelopment Services, MS-80PO Box 1892Houston, TX 77251-1892(713) 348-4602rubinsky@rice.edu
Mark RudkinExecutive Director of MarketingRice UniversityMcNair Hall, MS 5316100 Main StHouston, TX 77005(713) 348-5387rudkin@rice.edu
Bruno RuggieroDirector, Univ Printing & Design ServicesNicholls State UniversityPO Box 2010Thibodaux, LA 70310(985) 448-4262bruno.ruggiero@nicholls.edu
Natalia RuizSenior Administrative Assistant for Advancement DepartmentUniversity of Houston - Victoria3007 N. Ben WilsonVictoria, TX 77901-5731(361) 570-4812ruizn2@uhv.edu
Loraine RussekExecutive Director, Office of Alumni & DevelopmentTexas A&M University-KingsvilleMSC 173700 University BlvdKingsville, TX 78363(361) 593-2678lori.russek@tamuk.edu
Greg RutzenAssociate Vice President and Chief Advancement OfficerUniversity of Houston - Victoria3007 N. Ben WilsonVictoria, TX 77901-5731(361)570-4848rutzeng@uhv.edu
Ikhlas SabouniDean, School of ArchitecturePrairie View A&M UniversityPO Box 519; MS 2001Prairie View, TX 77446-0519(936) 261-9800isabouni@pvamu.edu
Chuck SanchezPublicationsLouisiana State University Alumni AssociationLod Cook Alumni Center3838 W Lakeshore DriveBaton Rouge, LA 70808
John SanchezDirector of Advancement ServicesOur Lady of the Lake University411 SW 24th StreetSan Antonio, TX 78207(210) 434-6711
Carrie SauerAssistant Director of Annual GivingOklahoma City University2501 North BlackwelderOklahoma City, OK 73106(405) 208-5873csauer@okcu.edu
Rebecca SauerCommunications CoordinatorCollege of the Mainland1200 Amburn RoadTexas City, TX 77591-2499(409)933-8438rsauer@com.edu
Paul SaylorsRegional Development OfficerEast Texas Baptist University1209 North GroveMarshall, TX 75670-1498(903)923-2071psaylors@etbu.edu
Kirsten SchachterExecutive Director of DevelopmentBaylor College of MedicineOne Baylor PlazaHouston, TX 77030(713)798-4067kirstens@bcm.edu
Rob SchlittsVice PresidentWilson-Bennett Technology109 E Center AveSearcy, AR 72143(501) 281-6315rob@wilson-bennett.com
Angela SchoefflerDirector of DevelopmentOur Lady of Fatima School2315 Johnston StLafayette, LA 70503-2753(337)235-2464aschoeffler@olf.org
Kimberly SelberAssociate Vice President, University Marketing and CommunicationsUniversity of Texas - Pan American1201 West University DriveEdinburg, TX 78539(956) 665-8919kp_selber@utpa.edu
Mila SextonDirector of DevelopmentLouisiana State University156 Thomas Boyd HlBaton Rouge, LA 70803-0001(225) 578-3148msexton@lsu.edu
Selim SharifAssoc Director of Alumni RelationsTrinity UniversityOne Trinity PlaceSan Antonio, TX 78212-7200(210) 999-8491selim@trinity.edu
Fredricka SharkeyAssociate Director, Media RelationsUniversity of Central Arkansas201 Donaghey AvenueConway, AR 72035(501) 450-5114fsharkey@uca.edu
Katherine ShelleyDirector of Alumni ProgrammingAustin College900 North Grand AvenueSherman, TX 75090-4400(903) 813-2050kshelley@austincollege.edu
Aditi ShethProject ManagerBaylor College of MedicineOne Baylor PlazaHouston, TX 77030(713)798-8268asheth@bcm.edu
Stephen ShippDirector,University Devopement/Annual FundMidwestern State University3410 Taft BoulevardWichita Falls, TX 76308(940) 397-4539steve.shipp@mwsu.edu
Dan ShislerDirectorUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099deshisler@ualr.edu
Nina SieboldMembership SpecialistUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210)458-8164nina.siebold@utsa.edu
Deborah Silliman WolfeCommunications CoordinatorUniversity of Texas at San Antonio1 Utsa CirSan Antonio, TX 78249-1644(210)458-6802deborah.sillimanwolfe@utsa.edu
Crystal SimmonsDirector of Annual GivingUniversity of Houston - Victoria3007 N Ben Wilson StVictoria, TX 77901-5731(361)570-4869simmonscm@uhv.edu
Monica SimonDirector of EventsTexas A&M University505 George Bush DrCollege Station, TX 77843-1246(979) 845-7514msimon@aggienetwork.edu
Sarah SimsDirector of Donor EngagementOklahoma State University400 S Monroe StStillwater, OK 74074-3322(405) 385-0731ssims@osugiving.com
April SmithAssociate Director of DevelopmentStephen F. Austin State UniversityPO Box 6092, SFA StationNacogdoches, TX 75962(936) 468-5406alsmith@sfasu.edu
Haley SmithUniversity Relations SpecialistNorthwestern Oklahoma State University709 Oklahoma BoulevardAlva, OK 73717-2799(580)327-8480hlsmith@nwosu.edu
Jen SmithCoordinator of Campus ProgramsTexas A&M University1246 TAMUCollege Station, TX 77843-1246jsmith11@aggienetwork.com
Joyce SmithDonor Records SpecialistSam Houston State UniversityBox 2537Huntsville, TX 77341-2537jjs059@shsu.edu
Michael SmithWebmasterTexas A&M University505 George Bush DriveCollege Station, TX 77840-2918(979)845-7514msmith@aggienetwork.com
Sheri SnyderVice President for Development & Community RelationsNorthern Oklahoma CollegeNorthern Oklahoma College FoundationP.O. Box 310Tonkawa, OK 74653(580) 628-6208sheri.snyder@noc.edu
Laura Soriano DozierDirector, of Development, Annual and Constituent RelationsUniversity of St. Thomas3800 Montrose BoulevardHouston, TX 77006-4626(713) 525-3118dozierl@stthom.edu
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H43DELIVER
Registration ListRonald SpiesAssociation of Former StudentsTexas A&M UniversityPO Box 7368College Sta, TX 77844(979) 845-7514ronspies@tamu.edu
Deborah SpiessDirector of CommunicationsThe John Cooper SchoolOne John Cooper DriveThe Woodlands, TX 77381(281) 367-0900dspiess@johncooper.org
Toni SproulePresident's AmbassadorsEastern New Mexico University SAPresidental AmbassadorsStation 7, 1500 S Avenue KPortales, NM 88130(575)562-2178toni.sproule@enmu.edu
Derek StephensDirector - Future Alumni, Young Grads and Social/Global OutreachBaylor UniversityOne Bear Place #97340Waco, TX 76798-7340(214) 232-0586derek_stephens@baylor.edu
Graham StewartAssociate Vice Chancellor for Alumni RelationsVanderbilt University SAAStudent Alumni Board110 21st Avenue, South Suite 1000Nashville, TN 37203(615)343-4099graham.stewart@vanderbilt.edu
Becky StognerDirector of Alumni Relations & Annual GivingWest Texas A&M UniversityWTAMU Box 60753Canyon, TX 79016(806) 651-2317bstogner@wtamu.edu
Kathryn StrawAssistant Director of Foundation RelationsUniversity of Houston4800 Calhoun RdHouston, TX 77204-2162(713) 743-8860kzstraw@uh.edu
Aaron StreetAssistant Dean for Integrated Marketing and Media RelationsSouthern Arkansas University100 East UniversityMagnolia, AR 71753(870) 235-4027ajstreet@saumag.edu
Haley Stringer-HedderickCoordinator of Web CommunicationsUniversity of Houston - Clear Lake2700 Bay Area BlvdUHCL-Box 199Houston, TX 77058-1098(281) 283-2025stringer@uhcl.edu
Daniel StypaAssistant Director of Lifelong Learning & Alumni TravelRice UniversityResource Development, MS-80PO Box 1892Houston, TX 77251-1892(713)348-5094stypa@rice.edu
Stephen SullivanDirector of Alumni RelationsHoward Payne University1000 Fisk StreetBrownwood, TX 76801(325)649-8069ssullivan@hputx.edu
Kiwana SuttonMedia Relations SpecialistUniversity of Louisiana at Monroe700 University AvenueMonroe, LA 71209-3200(318)342-5445ksutton@ulm.edu
Tim SweeneyAssociate Director for SGA, Development and AdministrationTexas A&M UniversityKoldus 125 MS # 1236College Station, TX 77843-1236(979)845-1133tim@stuact.tamu.edu
Tracy Syler-JonesVice Chancellor for Marketing and CommunicationTexas Christian UniversityTCU Box 297050Fort Worth, TX 76129-0001(817) 257-7810t.syler-jones@tcu.edu
Charlotte TallmanSenior Alumni Relations OfficerNew Mexico State UniversityMSC 3ADPO Box 30001Las Cruces, NM 88003-8001(575) 646-5572tallman@nmsu.edu
Germania Tapia ZarrabalDirector of Marketing and CommunicationsITESM-Campus Estado De MexicoAv. Eugenio Garza Sada 2501 SurColonia Tecnologico C.P.Monterrey, Nuevo Leon, 64849germania.tapia@itesm.mx
Paul TappDirector of Alumni DevelopmentEast Texas Baptist University1209 North GroveMarshall, TX 75670-1498(903) 923-2042ptapp@etbu.edu
Joshua TateDirector of Marketing & CommunicationsLyon CollegePO Box 23172300 Highland RoadBatesville, AR 72503(870)307-7242joshua.tate@lyon.edu
Alison TaylorCoordinator of Young Alumni & Student PhilanthropyArkansas Tech UniversityAlumni House1313 N Arkansas AvenueRussellville, AR 72801(479) 968-0436ataylor40@atu.edu
Scott TaylorAssociate Director, Campaign Volunteer OperationsSouthern Methodist UniversityPO Box 750402Dallas, TX 75275-0402(214) 768-4884jstaylor@smu.edu
Lynn TharpDevelopment AssistantUniversity of Texas MD Anderson Cancer CenterPO Box 301439Houston, TX 77230-1439(713)563-4092pltharp@mdanderson.org
Janlyn ThaxtonCoordinator of Media RelationsHardin-Simmons UniversityBox 16100Abilene, TX 79698-6100(325)670-1264jthaxton@hsutx.edu
Anita ThompsonDirector, Sequoyah InstituteNortheastern State University717 N Grand AveTahlequah, OK 74464-2300(918)444-4500hylton@nsuok.edu
Ginger ThompsonDevelopment AssociateHouston Christian High School2700 West Sam Houston Pkwy NorthHouston, TX 77043(713) 580-6055gthompson@houstonchristian.org
Meggan ThompsonAssistant Director of Annual GivingSam Houston State UniversityBox 2537Huntsville, TX 77341-2537(936) 294-2401methompson@shsu.edu
Rhonda ThompsonDirector of Foundation RelationsUniversity of Houston400 E. Cullen BuildingHouston, TX 77204-2013(713) 743-8871rkthompson@uh.edu
Leah ThorvilsonDirector of Athletic DevelopmentUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099(501)569-3393lmthorvilson@ualr.edu
Angela ThroneGift Planning OfficerTexas A&M University1246 TAMUCollege Station, TX 77843-1246(979) 847-8161a-throne@tamu.edu
Kirby TickelDirector of Development and Donor RelationsNorthern Oklahoma College1220 E. Grand Avenue / PO Box 310Tonkawa, OK 74653(580) 628-6789KIRBY.TICKEL@noc.edu
Kean TonettiDirector of DevelopmentRice UniversityResource Development, MS-80PO Box 1892Houston, TX 77251-1892(713)348-4617kean.tonetti@rice.edu
Klansee TozerGraphic DesignerUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099kjtozer@ualr.edu
Robert TracyWeb Content EditorUniversity of Texas at Dallas800 W Campbell RoadRichardson, TX 75080(972)883-3521ret130230@utdallas.edu
Kristina TroxelAssociate Director, Alumni RelationsTexas State University-San MarcosUniversity Advancement601 University Drive - JCK 960San Marcos, TX 78666-4615(245) 237-1kt22@txstate.edu
Cindy TruaxDirector of Annual GivingSam Houston State UniversityPO Box 2537Huntsville, TX 77341-2537(936) 294-4388ctruax@shsu.edu
Scott TurnboughMultimedia DesignerCollege of the Mainland1200 Amburn RoadTexas City, TX 77591-2499(409)933-8104turnbough@com.edu
Joel TurnerMajor Gift OfficerStephen F. Austin State UniversityPO Box 6092, SFA StationNacogdoches, TX 75962(936) 468-5406turnertrey@sfasu.edu
Ann TurneyDirector of Leadership GiftsHendrix College1600 Washington AveConway, AR 72032-3080(501)450-4593turney@hendrix.edu
Ann UnderwoodDirector for Communication & Marketing ServicesWest Texas A&M UniversityWTAMU Box 60788Canyon, TX 79016-0001(806) 651-2125aunderwood@mail.wtamu.edu
Matthew UptonAssistant Dean, Career & Student Services - Bush SchoolTexas A&M UniversityBush School Of GovernmentTamu 4220College Station, TX 77843-4220(979) 862-8824mupton@tamu.edu
Steven ValenciaAssociate Vice President for University RelationsNorthwestern Oklahoma State University709 Oklahoma BoulevardAlva, OK 73717-2799(580) 327-8478sjvalencia@nwosu.edu
Randy Van DevenVice President of Institutional AdvancementTexas A&M University - CommerceInstitutional AdvancementPO Box 3011Commerce, TX 75429(903) 468-8183randy.vandeven@tamuc.edu
Katherine VandertulipAlumni Relations OfficerNew Mexico State UniversityMSC 3ADPO Box 30001Las Cruces, NM 88003-8001(575)646-7551kwvander@nmsu.edu
Cliff VannoyExecutive Vice PresidentLouisiana State University Alumni Association3838 West Lakeshore DriveBaton Rouge, LA 70808(225) 578-3838cliff@lsualumni.org
Lisa VasquezVice President of Public Relations & College DevelopmentCollin College3452 Spur 299McKinney, TX 75069(972) 758-3894lvasquez@collin.edu
Mario VazquezDonor Relations OfficerTexas A&M University-San Antonio1 University WaySan Antonio, TX 78224-3134(210)784-1107mavazque@tamusa.tamus.edu
Edgar VelizMedia Relations AssistantUniversity of Texas Health Science Center At Houston7000 FanninHouston, TX 77030(713)500-3307Edgar.R.Veliz@uth.tmc.edu
Jon VestalVice President for Institutional AdvancementLyon CollegePO Box 23172300 Highland RoadBatesville, AR 72503(870) 307-7208jonathan.vestal@lyon.edu
Charles VienneDirector, Alumni RelationsSam Houston State UniversityBox 2022Huntsville, TX 77341-2022(936) 294-1841cvienne@shsu.edu
Sonia VillaAssociate DirectorUniversity of Texas at El Paso500 W University AveEl Paso, TX 79968-8900(915)747-6742smolivas3@utep.edu
Paula VoylesInterim Senior Associate Vice President for Constituency ProgramsOklahoma State University400 S. MonroeStillwater, OK 74074(405) 385-5613pvoyles@osugiving.com
Jennifer WaldmannDirector of Annual GivingHardin-Simmons UniversityBox 16100Abilene, TX 79698-6100(325) 670-1467jwaldmann@hsutx.edu
Brad WalkerExecutive Director & CEOTexas A&M University-KingsvilleOffice of the Foundation P.O. Box 2202Kingsville, TX 78363(361)593-3918
Ted WalkerDevelopment WriterRice UniversityResource Development, MS-80PO Box 1892Houston, TX 77251-1892(713)348-4371tkw1@rice.edu
True WallaceAssociate Director of DevelopmentOklahoma State University900 N. PortlandOklahoma City, OK 73107(405) 945-6714twallace@osugiving.com
Christie Wallace NoringDistrict Director of Public AffairsNorth Orange County Community College DistrictNOCCCD Foundation1830 W Romneya DriveAnaheim, CA 92801(714) 808-4829cwallacenoring@nocccd.edu
Neal WeaverVice President for Institutional AdvancementWest Texas A&M UniversityWest Texas A&M University FoundationWTAMU Box 60766Canyon, TX 79016(806) 651-2166nweaver@wtamu.edu
Registration List
Registration lists for CASE conferences are provided for the convenience of our members.
They may not be used for commercial or solicitation purposes and may not be duplicated, reproduced, or transferred in whole or in part without written
permission from CASE.
Sherrie WebbSt. Pius X High School811 West Donovan StreetHouston, TX 77091-5643(713)579-7514webbs@stpiusx.org
James WelfordDirector of DevelopmentTexas A&M UniversityRecreational SportsCollege Station, TX 77843-4250(979) 862-1856jwelford@rec.tamu.edu
Katie WellingtonDirector of Alumni RelationsEast Central UniversitySterling L. Williams Alumni & Foundation1100 E 14th St, ECU PMB Y-8Ada, OK 74820(580) 559-5651katmwel@ecok.edu
Chris WeltyMultimedia SpecialistUniversity of Louisiana at Lafayette104 University CircleLafayette, LA 70503(337)482-6397crw8923@louisiana.edu
Kim WendtDirector of Donor RelationsUniversity of North TexasP.O. Box 311250Denton, TX 76203(940) 565-3689kim.wendt@unt.edu
Deanna WernerDirector of CommunicationsSt. Pius X High School811 West Donovan StreetHouston, TX 77091-5643(713) 579-7514wernerd@stpiusx.org
Elizabeth WheelerDevelopment AssistantUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210)458-8166elizabeth.wheeler@utsa.edu
Rhonda WhiteDirector Advancement ServicesJesuit College Preparatory School12345 Inwood RoadDallas, TX 75244(972) 387-8700 EXT 340rwhite@jesuitcp.org
Sondra WhiteMarketing Communications ManagerTexas A&M University401 George Bush DriveCollege Station, TX 77840-2811(979)845-7464sondra@tamu.edu
Benjamin WilliamsAnnual and Alumni Giving OfficerSouthern Methodist UniversityPO Box 750281Dallas, TX 75275-0281(214) 768-1396benjaminw@smu.edu
Carmetha WilliamsExecutive DirectorHouston Community College3100 Main StreetSuite 12B12, MC 1148Houston, TX 77002(713)718-8596carmetha.williams@hccs.edu
Jaha WilliamsDirector of Individual GivingUniversity of Houston - DowntownOne Main StreetSuite 990-SouthHouston, TX 77002(713) 221-8184williamsjah@uhd.edu
Judy WilliamsExecutive Director of CommunicationsUniversity of Arkansas at Little Rock2801 S. UniversityLittle Rock, AR 72204-1099(501) 569-3372jgwilliams1@ualr.edu
Amy WilsonAssistant Director for Creative ServicesSam Houston State UniversityBox 2537Huntsville, TX 77341-2537
Barbara WiseDirector, Major GiftsNew Mexico State UniversityPO Box 3590Las Cruces, NM 88003-3590(575) 646-4136bwise@nmsu.edu
Lisa WoodSenior Director of DevelopmentBaylor College of MedicineOne Baylor PlazaHouston, TX 77030(713)798-4570lwood@bcm.edu
Steve WoodallEvents ManagerUniversity of Texas at San AntonioOne UTSA CircleSan Antonio, TX 78249-1130(210) 458-4133steven.woodall@utsa.edu
Donovan WoodsAsst Director of DevelopmentOklahoma State University400 S Monroe StStillwater, OK 74074-3322(405)945-6705dwoods@osugiving.com
Anndee Wright-BrownDirector of DevelopmentUniversity of New Mexico700 Lomas Blvd NEAlbuquerque, NM 87102-2552(505)277-0554anndeewb@unm.edu
Fernando YarritoExecutive Director, DevelopmentUniversity of Texas MD Anderson Cancer CenterPO Box 301439Houston, TX 77230-1439(713) 563-4061fayarrito@mdanderson.org
Angela YoungVice PresidentGrenzebach Glier and Associates, Inc.401 North Michigan AvenueSuite 2800Chicago, IL 60611(312)372-4040ayoung@grenzglier.comPatricia YoungCoordinator, Advancement ServicesTexas A&M University-KingsvilleCampus Box 173Kingsville, TX 78363(361)593-4360pattisue1@hotmail.com
Teresa YoungDirector of Public RelationsWayland Baptist University1900 West 7th StreetCMB 620Plainview, TX 79072-6998(806) 291-3586
Amy YoungbloodDirector of Alumni Relations and AdvancementHouston Baptist University7502 Fondren RoadHouston, TX 77074(281) 649-3413ayoungblood@hbu.edu
Dan YoxallVice President of Institutional AdvancementOur Lady of the Lake University411 SW 24th StreetSan Antonio, TX 78207(210) 434-6711dyoxall@ollusa.edu
Gary ZacherAnnual Giving and Game Day Promotions CoordinatorTexas A&M University-Kingsville825 W. Santa GertrudisKingsville, TX 78363(361)593-5004zacherg25@gmail.com
Darrow ZeidensteinVice President for Resource DevelopmentRice UniversityResource Development, MS 82PO Box 1892Houston, TX 77251-1892(713) 348-6090darrowz@rice.edu
Mariah ZerrPresident's AmbassadorsEastern New Mexico University SAPresidental AmbassadorsStation 7, 1500 S Avenue KPortales, NM 88130(575)562-8178mariah.zerr@enmu.edu
Zen ZhengSenior Communications SpecialistUniversity of Texas Health Science Center At Houston7000 FanninHouston, TX 77030(713)500 EXT 3009Zen.Zheng@uth.tmc.edu
Allison ZimmermanMarketing & Communications ManagerNorthwestern Oklahoma State University709 Oklahoma BoulevardAlva, OK 73717-2799aazimmerman@nwuosu.edu
Kelly ZunigaExecutive DirectorHolocaust Museum Houston5401 Caroline StreetHouston, TX 77004(713)942-8000 EXT 107kzuniga@hmh.org
IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H45DELIVER
Savoie CEO Award Winner
After 33 years at Tulsa Community College, including a decade as its President and Chief Executive Officer, Dr. Thomas McKeon’s legacy reflects far more than his impressive years of service to higher education. Even more dramatically, he has made a commitment to the transformative impact of a college education and purposed himself to make its advantages accessible to individuals from all walks of life.
From adjunct instructor in horticulture, he went on to hold administrative roles in every area of TCC. Eventually he served as Executive Vice President and Chief Operating Officer of the multi-campus college and, after an extensive national search, he was selected as the third President in TCC’s history.
Dr. McKeon earned his academic credentials as many community college students do – while he was working. Earning both a Master of Science degree and Doctorate at Oklahoma State University while on the job at TCC, he developed an understanding and affinity for working
adults who seek to improve their opportunities through higher education.In 2007, Dr. McKeon led the creation of the nationally recognized Tulsa Achieves program that has now resulted in the enrollment of more than 10,000 students who attended with no cost for tuition and fees.
Committed to transparency and communication, Dr. McKeon has supported significant growth in marketing, communication and advertising programs at TCC and encouraged expanded media access as well as an emphasis on new media and social media alternatives for student communication, recruitment and community engagement.
Dr. McKeon oversaw the development of a number of other key processes and programs for the College during his decade as President including:
A college wide energy audit that saves the College more than $1 million annually in energy costs;The creation and construction of the Metro Campus Center for Creativity designed to embrace rapid changes in curriculum delivery and merge a variety of academic disciplines to prepare students for the digital environment. The “C4C,” as it has come to be known, has won local, state and national awards for architecture design, as well as environmental design recognition;
Growth of the TCC Foundation expanding its assets from $1 million to more than $12 million in the past decade.
Dr. McKeon exemplifies integrity, commitment and collaboration and has led Tulsa Community College with a talent for effective administration and a vision for improving lives through education. The students, faculty, and staff of Tulsa Community College take great pride in the recognition of their president, Dr. Thomas McKeon, with the 2014 Dr. Joseph E. Savoie Chief Executive Leadership Award.
DR. THOMAS McKEON
H46CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
ArkansasJoshua JenkinsSouthern Arkansas University Maritta MitchellJohn Brown University
OklahomaHaley BrorsenOklahoma State University Alumni Association Carrie SauerOklahoma City University Teresa BradyEastern Oklahoma State College Misty FathNorthern Oklahoma College
LouisianaNikki BuskeyNicholls State University Jena McKinzieCentenary College of Louisiana
New MexicoMarissa HydeEaster New Mexico University Amanda BradfordNew Mexico State University
Kate AyalaASAP RepresentativeUniversity of New Mexico
TexasErnie RodriguezUniversity of Texas – Pan American Karina HillanbrandUniversity of Texas at San Antonio Hector LunaTrinity University Aditi ShethBaylor College of Medicine Daniel StypaRice University Rosa EscobedoUniversity of North Texas at Dallas Julie AimeLamar University Leslie CurrieTexas A&M Health Science CenterRangel College of Pharmacy Farah EllenbogenThe University of Texas at Dallas
DELIVER CONFERENCE SCHOLARSHIP RECIPIENTS
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IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H47DELIVER
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H48CASE IV Conference | April 13 - 15, 2014 | Houston, Texas
IDEAS. SOLUTIONS. RESULTS. DELIVER
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IDEAS. SOLUTIONS. RESULTS.www.caseiv.org facebook.com/casedistrictfour @cased4 H51DELIVER
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