All right. Good afternoon, everyone. This is how we get fire started. So we have plenty more hot music coming up throughout next week. But we want to make sure that you are just as excited as we are. So I am thrilled to see so many people interested in fire this year. This is my fourth year, I guess, just to tell you who I am first, William Pierce and I have the honor of serving as the Summer Institute and Alumni Relations chair, and we'll be joined by six other amazing faculty that have been working extremely hard for several months to prepare what we hope you will find to be a wonderful and engaging learning experience in Madison next week. This is my fourth year and I think this is the largest sire group. And again, correct me if I'm wrong, over 150 of you have registered to join us. And I think that says a lot about your institutions investing in you to learn about our profession, but also the time commitment that you all are ready and willing to make to to learn not only from faculty but from each other in this institute, but also the three other institutes that are going to be going on at the same time in Madison. So thank you all for the time commitment, the resource investment that you are making so that you can go back and make your institution even better than what it was. Just a quick review of kind of rules of engagement. And I'll simply start by saying this experience is what you what you get put into it is what you will get out of it. It is an intense week of learning, but it's also an intense week of fun and connection. There are some new things that you're going to learn, some old things that may be reinforced. There are going to be some networks that you're going to be able to tap into so that cyber really extends beyond just next week and it really becomes a community, particularly those folks in your cohort in advisory groups that I can attest to you, that you will stay in contact with those folks much longer than the next week. But while you're there, really immerse yourself in the experience. And when we talk about silencing the noise is best, you can disconnect from your email, disconnect from from your phones when you can less as an emergency. But there's there's going to be a lot of information that we share during our time in Madison. And so if you can minimize the distractions that come along and that goes for me too. I've already told my staff I will be checking email and in limited capacity next week because I'm also there to learn being visible, showing up to your sessions. Another Sometimes there is a tendency to kind of want to head back to your room to take a session off. You don't want to miss anything that that's going to be presented next week. There's so much valuable information, not just from our alumni relations faculty, but our advancement faculty, our development folks, our management services folks. There's a lot of information that we are going to share, so hopefully prepare you to go back to your institution to implement ideas that are scalable to your situation. Identifying yourself, introducing yourself if you're shy. This is not the week to be shy. I mean, really step out of your shell and force yourself to meet new people. And I guarantee you those connections are going to be ones that you will rely upon for a very, very long time as as I have in my short time in this field. And then be courteous, be welcoming to ideas, suggestions, thoughts, questions, because we're all in this to learn and ultimately to to be better professionals, the in the advancement world. So what I'd like to do now is introduce you to our entire 2023 faculty. As I mentioned, I'm William Pierce. I have the honor of serving as the associate Vice President of Alumni Engagement Annual Giving at the University of Toledo. And what you see on screen are the five words that describe my leadership style. If there were a sixth, I would add, competitor. I don't like to lose in any arena in life. I have been at the University of Toledo. I did my undergrad here, started in 94 and have been here all of my professional career except for two years. So I'll let you do the math on that. But I've been in my current role just starting my fifth year with our University of Toledo Foundation and now the share. If you want Tip I would recommend is go on with an open mind and a blank notepad and several pens because you will walk away with pages and pages of notes that will help you over the next couple of years, but also understand that you don't have to implement everything. Day one when you get back, make it scalable, build a timeline for the things that make sense, but ultimately enjoy your experience next week. Greetings everyone. Thank you for this. Billy. I am Jocelyn Blizzard. I'm the director of Multicultural Engagement at Bowdoin College, which is in Brunswick, Maine. And these are the words that always come to mind as you think about working with me ideation, individualization, arranger, connectedness and activator. I don't think any of those come to a surprise as we are in the alumni relations field for me in particular. And you know, I might go toe to toe with Billie on the competitive piece, but you know, well, we'll reevaluate that as we close next week. This is also my fourth year with this institute, and it's such a pleasure and a joy to and I'm excited to be with you all next week. I've been involved in for two years. This is an a national role for the college Multicultural Alumni Engagement and a predominantly white institution. And I look forward to sharing many of those pieces of that experience in my my roles previous to that. Before that, I was an independent schools and also political fundraising. So I look forward to to sharing everything that I have with you all. And as you all are frantically figuring out what to wear and pack and get to the airport and all that stuff over the next couple of days, I think the one piece of advice I would have is if you have any time with your colleagues before the end of the week, just have a good sense of your office and a top one, two or three things that you're looking to have, because once you get there, it'll be a fire hose. It'll be a lot of information, but it's always helpful to know the pieces that you want to to key. And I know many of you are new to the profession and new to your roles and may not have a sense of that because, you know the ink probably ending dry on your contracts that you will observe. But I hope that you all come with some idea of your shop in the context that you're coming from so that you get the best out of next week. So I look forward to working with each of you over the next week. Hi, everybody. America Jordan I am vice president of the my engagement here at the U. So I hold my team through my direct reports and these are five that they gave me. I am like my two colleagues. I am very, very competitive. So I almost feel like we need to have some sort of games I need to happen to be to respect your cohort will win and fill out their offerings with me if I can. I started my career in political campaigns, a fundraising nonprofit where I was and then spent about eight years at USC out of the Marshall School of Business and was at UC Irvine for about six years. And it's been a great career. I've had a large, private and public experience and there is not a whole lot of difference in there, but I'm looking forward to serving you all. And this is my first year as a faculty member, but I do a lot of thinking around Case, and I hope that all of you are committed to what becomes of others. And my my take is I think think about this time as a chance to make your partner Border Advisors. One thing that got me where I am today is that I've met people along the way at the very side of my career that I can say in this day, and we sort of raise ourselves together and advance a field and they we see each other name when we know that they have opportunities. We call each other when we have hard times living through something, whether it's looking at a new position, we want to think about how we negotiate all the way to our work and think about what we going to benchmark. And so I hope you all leave 3 to 5 people if you want to stay in touch with beyond all of us faculty that you know, you can continue to have your advisors with. Thanks, Erika, for allowing me to find my mute button. This is Jamilah Kinnear, associate vice president of Development at the Alumni Association of the University of Michigan. I'm excited to join you all today, and this is my first time being involved with the Case Institute. So I feel as new as maybe many of you do, and I'm really excited to meet you all in person because how I learn is being around others and socialize. So I feel like once I get to go to campus and meet with everyone, it'll feel like, you know, I've been doing this forever. So I have been at the University of Michigan for almost six years and since September. I'm sorry. I'm sorry. This September it will be six years I've been in the industry for just under 15 years, and I've been at various institutions smaller than the University of Michigan. So I'm actually looking forward to learning from all of you while we serve as faculty. I like my piece of advice to you would be don't underestimate how much you can teach all of us, even though we've been in the field for so long. I'm learning all the time from the hundreds of institutions around us that do so many unique creative things. And I hope that we all have a lot to share with each other. Next week. Good afternoon, everybody. I am Karen Schulz Kaufman I'm the assistant Vice Chancellor for alumni and Donor engagement at the University of Illinois, Chicago. I'm excited to meet all of you and excited to be joined by my esteemed faculty colleagues. I have been at UIC. This is the third time I have worked at UIC. I've always been working on alumni relations and advancement. How I've done this three times is a story for when we're together. But I've been at other institutions. The medical school before I was actually at a sorority, I worked as an alumni relations sorority at one point and so excited to share that in more detail. That path. I have been in this role for exactly 18 days now, so I have lots to tell you about what I've learned in last 18 days. Of course I'm kidding, but I would. Previously I was the executive director of the UC Alumni Association, and I will continue to have the Alumni association and portfolio, But I'm moving into this new role very rapidly. I think for my one piece of advice, if you are not familiar with Keith and what Keith stands for, in addition to it being the counsel for the support of education, it is also copy and steel excellence. And so one of the best things I find about our business is that if Toledo has an excellent program, I mean, Billy can compete with us all he wants, but we're going to share that information and we can take that information and make it our own. So really, as you meet your colleagues, knowledge of the faculty and you hear about a program, dig in here about how they're doing it, ask the good, bad and the ugly questions of what worked and what didn't work and really learn from each other. And much like smile. And I think Erika too. I am also a new faculty member this year for the Institute, but I have been on other case faculty programs before and I've been a longtime case volunteer, so I'm happy to talk about also connecting with case and the value of the organization. So excited to meet all of you and thanks for being here. Good afternoon, everyone. My name is Jennifer Smith and I'm the senior writer of Student engagement for the association here at the University Budget. I've been in my current role for about two years after being able to progress an advance here at the Alumni Association. But I've been at UGA for ten years and with the Alumni Association for about eight of those years. Prior to coming to UGA, I worked in a number of positions across university housing at a few, just a few different institutions. So I'm a student in his background and I know that maybe a few other people that's going to be his background in our bunch today as well. So definitely looking to connect with those individuals throughout the institute. I would say that my piece of advice would be to think about your time at the Institute and go ahead and plan some time to kind of make sense of all the things that you've learned or to connect with people from the institute. I just find that when I go to conferences coming back, I'm really focused on just delving back in to work and trying to get caught up and all the other way knowledge interests that I've made beginning to take a backseat. And so go ahead and and find some time on your calendar. Now, whether that's the week after or two or three weeks after what you've kind of had a chance to to get caught up on work, to really just make sense of what you've learned and how you're going to share that with your colleagues and share that with your with your division and your your leadership who have invested so much time and resources into ensuring that you can that you can come and work with the folks in industry. So that would be my one piece of advice, and you can probably get a sense of that from looking at the words on the screen. I love I love to learn and I really enjoy being in spaces like this where we can share knowledge, but also being able to think about how that will impact our work and our practice. Moving. So I'm really looking forward to to meet everyone and hope that everyone has a safe trip to the next. Hi everyone. My name is Katie Young and I am the director of Alumni Relations at Greenhill School. We are a pre-K through 12 independent school located about 20 minutes north of downtown Dallas. This is my 19th school year on the Hill. It's my 10th as a director. I'm not actually a graduate of the school, but a lot of my graduates have gone on to many of your institutions. So we share alumni and I'm an alumni office of one Hands up in the chat. If you are also an alumni office of one, I hope I can offer some perspective to you on my position where I teach communications, event planning, fundraising and data management. I took the strength Finder evaluation to find these words, and if you're interested, you can find a free version online like the high five test. And I would say my advice to attendees is that I hope you can gather some takeaways and quick action items that you can put into action when you return to work and share them with your team. I think it shows that you were actively involved during our week together and you took this opportunity seriously and you're really committed to your team's success. And I'll say that you will get a lot of information, but know that you'll receive the slides and you'll also get access to a plentiful collection of case resources. So if you want to dig deeper on any of the topics that we discuss in the next week, you'll have those free tools accessible to you while you're in medicine and after you get home. Looking forward to seeing you all. Thank you to all my our wonderful faculty. These they each were hand-picked for a variety of reasons. But if you were listening to their introductions, I think you will see the breadth of knowledge that you will be around for for five days next week. So I am just as much looking forward to learning from all of them is probably you are. And I will tell you I'm grateful publicly for the time they have spent. It's literally we've been working on these things for four months now, in addition to the expectations our institutions have on us and so I'm beyond grateful for all of them being willing to to join us in Madison next week. So give it up for your faculty when you see them next week. And please be sure to offer them a thank you and you get the opportunity. Now we're going to turn over to Anne Waller with Chase, who's going to walk through a couple items related to you all. Well beyond what we're going to be teaching all the other elements that will help you embrace your week in Madison. Hi, everyone. I'm Anne Weller. I will be helping to support you all before, during and after your week in Madison. So just to go through a few of the sort of housekeeping items, this is, if you're not familiar, there is a conference community page. This shows you all the community tabs, key information about your institute discussion posts. This is where attendees can receive the information from the case staff, post questions, share ideas, and overall, just a source of conversation for the program. Then we also have our library. So in here is where all the materials will be posted. Handouts PowerPoints, any of the shared materials will be here. They'll be posted in a folder by the end of the day of the presentation. So if it's on Monday, it will be posted in day one. Materials, for example. This is where you can find a list of attendees. Advisory cohort groups, group assignments, any of the case library resources, and just general documents to help support your week. Now, on the members side, this is where you can connect directly with the other attendees in your institute. You can use this list. It's searchable and again, this is a great way to look up and look for people who will be in your course with you. So On-Demand Courses You should have received an email July 11th with access from Learn that case dot org. It will provide your log in email and a message about the case password for you on the website. This course takes between 30 and 45 minutes to complete, and if you've not already done that, please do the on demand course before you arrive in Madison. And this is the on demand sorry of course, for you all. Okay, so now you've arrived. Just some updates for your experience next week we will be sharing updates. Please do make sure to be present, to participate, to ask questions, to kind of go into this with an open mind. It will be a great week and these are kind of the expectations that we have for everybody. And again, you're welcome to share your experience with our hashtag hashtag case. Oh, this is the site for one, but yours is s i a r. So apologies for that. Some information for no before you go. The attire is casual. Please feel be comfortable as possible. We will be walking around campus so please have comfy shoes with you. Also there is school spirit day if your institute is doing that so please make sure to bring something appropriate from your school to brag about where you are and where you're from. Institute Registration. We're going to have that on Monday from 11 to 145. We have some special events. Here's the important addresses. If you do get lost, you can spend, but it will be pretty challenging. We will probably see more walking around and special events. So there excuse me is an opening reception on Monday from 6 to 8 excuse me, and a closing reception from 6 to 9. On Thursday, we will have shuttle busses for them and the closing celebration is a celebration. So please do feel free to bring in more dressy outfit, more fun. Take say goodbye to all of your fellow colleagues from the week. And with that, if anybody has any additional questions, please feel free to contact conferences at case dot org. We will be sending a final logistics email later this week and feel free to let us know if there's anything that we need to be paying attention to or additional considerations. So with that, Billy, we will be going in to the group discussions. This is with your cohorts and we will stop the recording here and you can go on from there. So with that, it I'm about to open the group discussions and Billy, I don't know if we want to discuss this piece first, By the way, I'm Jim Berkner with Keith. I will be onsite with, all of you as well running around, happy to answer any questions. We're excited for you to be there. I do see some questions coming in through the chat. Feel free to email those to Keith at conferences dot org, and then with that hand, I'll hand it off to you, Billy, to see if we're going to go over this and then I'll open the groups when we're ready. Okay? And also feel free to reach out to your faculty and cohort groups. So all of us are collectively here to to support you. I do see a question, Jean-Marc, to answer some of these that are in the chat. Okay. So the one question, is there a case for the conference? There is a case app. It's not the case app that people have used in the past. So we will be sharing that information Friday and it will go out in the final logistical email about how to download the new conference app and access all that information about Awesome. And Tiffanie, I see your comment. The slides went so fast. Yes. Every so every presentation that we do, including this one, will be available on the library so that you can download most of the session. PowerPoints next week will be available after the sessions over. So make sure you're bringing your notepads. But every every presentation we give you will have access to within that library to download at your leisure. Check in for Smith Hall. Yes, there should be a follow up, I believe an email from my colleague the other day. It is Smith Hall, so the address will be correct in the email that goes out on Friday. So if you are staying in the residence hall, you can Google Smith Hall. We also will be sharing message. Okay. So the the advisory group discussions are and I still see questions coming in. So if, Jen, I'll ask you and you guys can respond in the window, the advisory group discussions will take place at the end of every day. So it's the last kind of session if you will, and each faculty can kind of guide it differently. But the whole idea is it serves as a debrief from the day. So if there are topics that you want to dive deeper into that you didn't have the opportunity to during that session, that advisory group discussion is a great opportunity to to dig deeper. Also to talking to talk more specifically about how things could be implemented at your institution. And so but I think one thing that's important is faculty are leading it, but it really is a cohort discussion. And there may be some folks in the room who may have a better answer than I am because they're already doing that at their school. So it's really an opportunity to ask anything of everyone in the room so that we walk out feeling like we've gotten everything that we need for that day. Sometimes we'll start that session with just a deep breath because you will have gone to four or five sessions as early as 9:00 in the morning, and it's 4:00 and we're meeting. So folks are tired. But again, use that opportunity to really dig deeper into some of the topics that you've heard from our faculty earlier in the day or throughout the week. And that's what we're prepared to do, is really talk about the content of each day. So it's not limited to that, but we want to make sure you get the most out of the topics, some of the topics that we're going to be talking about. It's very difficult to wrap your arms around in an hour session. And so we do our best to really hit things at a very high level and dive in and give examples where we can. But this advisor group gives us another hour for dialog to dive into the content that is specific at the end of day, literally and figuratively. It's your time to gain clarity and direction, understanding and to really make meaning of everything you've heard. One thing that I applaud Chase for this year, and I think it's a change from previous years, is we've been very intentional about making this an experience for not just alumni relations, but all of advancement. And so if you compare the agenda for this year to last year, this year, we're starting every day with a plenary session where everyone is together talking and learning about a topic that is relevant to all of our areas. And then we will dismiss into late morning sessions that many of them are going to be co-taught by faculty from different institute institutes at the same time, and then in the afternoon we'll get into more alumni relations specific topics. But the whole idea is we really want to look at advancement as a whole and not look at it from a silo perspective. And again, I applaud Case for being receptive to that idea from some of the institute faculty chairs. It's really look at it from a broad perspective. So you will get a wide range of information across advancement as well as information related to alumni relations. It's okay if there are no questions at the end of the advisory sessions, but we still want to maximize that time. And so we may ask you, what are some of the aha moments, what are some of the things that you learn? What are some of the things that triggered a light bulb to go off in your head? And I love what Terrence talked about is really be thinking ahead of how is this going to be applicable to your school, but also understanding a similar dimension in her experience being in a very wide variety of schools in terms of size, what work at Michigan may not work at Greenhill, what may work at Greenhill may not work at Bowdoin. So it's really about you looking at it from your perspective and thinking ahead of which pieces and am I going to take back to my institution that's going to help me move the needle, move us, move the needle forward. So with that, I believe Jen and Anne are going to dismiss us into our faculty sessions or our advisory groups. When those advisory groups are done, you will be able to log out and go on with your rest of your day. But I will just as collectively say, thank you all for joining us today and I look forward to meeting as many of you as possible on on Sunday. And to echo Terrance May, hopefully you all have safe travels to Madison in a couple of days.

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