Chief Advancement Officers
This is a preliminary schedule for the Chief Advancement Officers session and is subject to change.
CAO Program Schedule
Wednesday, February 17, 2010
8:00 am: Continental Breakfast
8:30-9:45 am: Panel of Presidents and Vice Presidents
CASE President John Lippincott will facilitate this panel discussion, which will focus on how CEOs and CAOs can work together to advance their institutions, while navigating the challenges and opportunities presented by a recovering economy. Learn how to strengthen working relationships between presidents and chief advancement officers in order to ensure solid strategies, high-performing teams and celebration-worthy results.
Presenters:
Edward Ray, President
Oregon State UniversityMike Goodwin, President and CEO
OSU FoundationColin Diver, President
Reed CollegeHugh Porter, Vice President for College Relations
Reed CollegePreston Pulliams, President
Portland Community CollegeKristin Watkins, Associate Vice President College Advancement
Portland Community College
Break
10:00-11:15: Time Management
As the Chief Advancement Officer of your institution you likely have many obligations that extend beyond Advancement and External Relations functions. You likely serve on some form of President's executive, on a council of deans or directors, you have budget responsibilities, responsibilities with your Boards or Trustees, etc. How do you balance these obligations with responsibilities to your donors, to alumni and to your marketing and communications groups? How do you prioritize, how do you stay afloat and how do you continually bring value?
Presenters:
Phil Akers, Vice President for University Relations, Pacific UniversityCassie McVeety, Vice President of College Advancement & Executive Director, MHCC Foundation, Mt Hood Community College
11:30-1:15 Lunch Session: Thumbs Up & Thumbs Down: Some Good, Some Bad, and Some Ugly in recent higher education brand campaigns
Universities and colleges across North America and around the world have been getting more aggressive in their branding and marketing campaigns, with results that range from breathtakingly impressive to a little embarrassing. From student-generated video to big-agency creative, in recent years we’ve seen some innovative campaigns, from pills to make your kids “Obay” to student desks on the beach, from the challenge “Yale Shmale” to the promise that students will be a number. We’ve seen parents teach their kids dangerous driving, students in hot tubs with their parents, and half-naked guys in towels. We’ve been told to “Question every angle” and to “Rant Like Rick.” We’ve seen “spectacularly stodgy” Harvard economics professors, and dozens of viral videos parodying them.
In this fast-paced, lively and highly visual session, an opinionated reviewer – Academica Group’s Ken Steele – will praise, pan, and dissect noteworthy higher education campaigns from a range of countries. Chances are, there will be some here you haven’t seen before – and perhaps even some you’ve worked on!
Presenter:
Ken Steele
Senior Vice-President, Education Marketing, Academica Group
Break
1:30-2:45: Keeping the Best People: Developing and Retaining High Performers
Arguably, one of the most significant contributions a CAO can make is the development of outstanding personnel. Learn from a pro and frequent CASE speaker how to proactively plan to grow and develop your stars. This fast-paced workshop will include such topics as managing for retention and growth; how to create a rewarding environment; and ways to spend time mentoring performance rather than chairing search committees.
Presenter:
Constance French
Senior Vice President, Oregon Health & Science University Foundation
Break
3:00: Conference Plenary Session begins
Speaker Bios (more to come)
Dr. Edward J. Ray assumed the position of Oregon State University’s President on July 31, 2003. Prior to coming to Oregon State, Ray was executive vice president and provost of The Ohio State University.
Under his leadership, OSU has completed and updated a visionary campus-wide strategic plan that is serving as the framework for the university’s development in profound and historic ways. Annual research awards and contracts have increased almost $100 million per year at Oregon State to $252 million since Dr. Ray’s arrival. President Ray has partnered with the OSU Foundation to launch the university’s first comprehensive fundraising campaign. The quiet phase of the campaign began in July, 2004 and the public phase launched in October, 2007 with a goal of $625 million. By September, 2009 the campaign total reached $531 million, including $84 million for scholarships and fellowships, 28 newly endowed faculty positions, and funding for key scientific and learning facilities as the Kelley Engineering Center and the Lois Bates Acheson Veterinary Teaching Hospital, Kearney Hall, the Hallie Ford Center for Healthy Children and Families, The Linus Pauling Science Center and the Student Success Center. The campaign isscheduled to end June 30, 2011.
Mindful of OSU’s commitment to the people of Oregon, Dr. Ray has overseen the expansion of dual-enrollment agreements to all 17 of the state’s community colleges, making it easier for students to complete four-year degrees. He has also taken a leadership role in fostering a more seamless P-20 system, working with area school superintendents, community college leaders and university colleagues to strengthen institutional connections and enhance the student experience. Dr. Ray has also helped to usher in a new era of partnership and cooperation between Oregon’s public universities.
Dr. Ray was a member of the economics faculty at Ohio State from 1970-2003, serving as economics department chair from 1976 to 1992. He served as an associate provost from May 1992 until May 1993, senior vice provost and chief information officer from 1993-1998, and executive vice president and provost from 1998-2003.
His research interests include the history of protectionism in the United States, the determinants of U.S. foreign direct investment and foreign direct investment in the United States, the structure of tariff and non tariff trade barriers in the United States and abroad and the adoption of Social Security. His work has been published in The American Economic Review, The Journal of Political Economy, The Quarterly Journal of Economics, The Review of Economic Studies, The review of Economics and Statistics, and other leading journals. He has co-authored a principles text, and his book, "U. S. Protectionism and the World Debt Crisis" was published by Quorum Press in 1989.
Dr. Ray received his undergraduate degree in mathematics from Queens College (CUNY) in June 1966, graduating cum laude and Phi Beta Kappa. He earned his master’s in economics from Stanford University in 1969 and his doctorate in economics from Stanford in June 1971.
Mike Goodwin is a results-oriented professional with nearly three decades of experience in institutional advancement.
Currently the President and CEO of the Oregon State University Foundation, Mike is leading The Campaign for OSU, the university's first campus-wide fundraising campaign. To date, the campaign has raised more than $477 million toward its $625 million seven-year goal. Through this effort, the Foundation raised $126.8 million in 2007-08, the best year in OSU history, exceeding the previous record by more than $50 million.
Prior to arriving at OSU in November 2004, Mike provided direction and leadership for comprehensive capital campaigns at two other major research universities.
He directed the largest and most successful campaign in Georgetown University's history, the $1 billion Third Century Campaign. He also developed and implemented Georgetown's post-campaign strategy, designed to maintain momentum of the major gift program.
Before his work at Georgetown, Mike held leadership positions at Washington State University, where he directed the first comprehensive campaign in the university's history, raising $275 million in six years.
Mike serves as a Trustee-at-Large on the national Council for Advancement and Support of Education (CASE) Board of Trustees. He is a frequent presenter at CASE conferences and a former chair and board member of CASE District VIII.
Phil Akers has been involved in fundraising and advancement in higher education for 23 years. Since 2007 he has served as Vice President for University Relations at Pacific University in Forest Grove, Oregon. Prior to that he served as the Vice President for Institutional Advancement at Lewis & Clark College in Portland, and at Eastern Washington University in Cheney, Washington. He also enjoyed earlier stints at WSU Spokane, and at Gonzaga University.
Akers graduated in 1980 from the University of Portland with a bachelor's degree in Interdisciplinary Studies (Marketing, Communications, Speech); and in 1996 from Gonzaga University with a master's degree in Organizational Leadership.
Throughout his 20 year career Akers has been actively involved in professional organizations. He has been a presenter at CASE District VIII conferences, a presenter at CASE training programs, and a member of the District VIII annual conference planning committee on three separate occasions. He currently serves as the CASE District VIII trustee.
Cassie McVeety serves as Vice President for College Advancement and Executive Director of the Mt. Hood Community College Foundation since August, 2009 where she leads the College’s external efforts through coordination of alumni and constituent relations, communications, marketing & media relations; and fundraising.
Prior to joining the MHCC, Cassie served as the Vice President for University Relations at Portland State University where she secured the largest private gift in PSU history – a $25 million investment from the James F. and Marion L. Miller Foundation for sustainability. She also orchestrated the University’s successful Building Our Future campaign, the first comprehensive fund raising campaign for Portland State that raised $114 million and she led the University’s first branding campaign that solidified the University’s core identity and implemented Portland State’s new graphic identity.
Cassie has served on numerous boards including the Greater Vancouver Chamber of Commerce, Leadership Clark County and other area organizations. She is currently the chair of the Board of Trustees of the Council for the Advancement and Support of Education (CASE), the largest worldwide educational professional organization.
Prior to joining the administration of Portland State in March 2004, Cassie held advancement positions at Washington State University’s Vancouver campus, the University of Portland and Eastside Catholic High School in Bellevue, Washington.
Cassie holds a bachelor’s degree in Political Science from the University of Oregon and a Master's degree in Public Administration from Washington State University.
Ken Steele is co-founder and Senior Vice-President of Academica Group Inc, with offices in Boston, Toronto and London, Ontario. Over the past decade he has redeveloped and expanded our flagship applicant studies, and consulted with dozens of leading colleges and universities on recruitment marketing and brand strategy. In particular, Ken has led the development of our conceptual, data-driven framework for mapping institutional positioning and reputation. Ken is editor of Canada's leading higher education daily, "Academica's Top Ten," and one of North America's most consistent bloggers and commentators on emerging trends in higher education.
Ken has authored or co-authored numerous research papers on student recruitment, written a syndicated column on graphic design, and presented research papers or facilitated workshops at national and international conferences, and on dozens of campuses every year.
Constance French is the senior vice president of the Oregon Health & Science University (OHSU) Foundation. Oregon Health & Science University is the state's sole academic health center and includes schools of dentistry, medicine, nursing and pharmacy as well as two-teaching hospitals. Last year, the foundation raised over $151 million in support for the university, including its largest gift ever, $100 million in support of it cancer institute. Constance manages a small principal gift prospect pool, serves as chief operating officer, manages the operational management team, and leads the foundation in campaign planning. The foundation employs nearly 100 people.
Prior to joining the OHSU Foundation in 2007, Constance was a director at The Fund for Johns Hopkins Medicine (FJHM). She oversaw development offices for the school of medicine and the brain sciences (neurology, neurosurgery, psychiatry and the basic sciences) and led alumni relations for the school of medicine. In her tenure, FJHM surpassed their campaign goal of $2 billion and giving increased in all departments she oversaw. Additionally, Constance focused on developing talent with numerous staff members promoted internally. Previously, she served as director of capital programs and major gifts at Smith College, and as associate director of development, associate director of major gifts, director of regional campaigns, director of annual and special gifts, and assistant director of annual giving at Trinity College in Hartford, Connecticut.
She has been active with CASE and the STAFF and MAGIC Conference groups.
