Breakfast Series

This signature series features a monthly talk by a prominent professional on a timely and relevant advancement topic. The Breakfast Series offers a convenient and affordable opportunity to learn about trends and best practices and network with colleagues from other institutions.

Events are held at various locations throughout the region and include a continental breakfast.  Program announcements are sent via email for each program. Please email casedi@camihq.com with any questions.

Most programs run from 8:30-10:30 a.m. Registration begins at 8:00 a.m.

The registration fee for each program is $45 per CASE member and $60 per non-member.

All attendees will receive a registration confirmation one week prior to the program, including directions and parking information.

Upcoming Programs

Upcoming CASE DI's 2009-2010 Breakfast Programs

Date:           Friday, March 12, 2010
Topic:        "Board Development: From Recruitment to Assessment of Trustees"
Speaker:    Cynthia Woolbright, The Woolbright Group
Time:           8:30-10:00 a.m. (Registration and networking begins at 8:00 a.m.)
Location:    Lasell College
                     1844 Commonwealth Avenue, Newton, MA 02466 (Campus Map)
Register:    Click here to register

From recruitment to assessment of board members, very strategic and thoughtful consideration must be made. The process of board development is the single most important aspect for an effective board.

From the identification, cultivation and selection of members to the preparation, transition and education of these individuals is critically important to the overall effectiveness and success of the board, the president or head, and the institution in which these key leaders serve.

In addition, a significant aspect of board development is the assessment and evaluation process that must occur. Board members want to know how they are performing. And, the president or head and the institution’s community seek to measure the effectiveness of the board. From annual assessment and evaluation to a more extensive process of evaluation, we will address various strategies to measure both individual and overall board effectiveness.

Date:           Friday, March 19, 2010
Topic:        "Can You Write Better Than a Fifth-Grader?"
Speaker:    Tracey Palmer, Palmer Communications and
                     Maura King Scully, MKS Communication
Time:           8:30-10:00 a.m. (Registration and networking begins at 8:00 a.m.)
Location:    Lasell College
                     1844 Commonwealth Avenue, Newton, MA 02466
Register:    Click here to register

Can you write better than a fifth-grader? What's an essential clause? An appositive? How about dangling modifier? Not sure? Why not check with a fifth-grader? The fact is that today's elementary school students are learning to write much differently—and perhaps, much more effectively—than we did. In this interactive session, we’ll share some of these new tools and techniques that can help you sharpen your writing skills, whether you’re tackling the writing yourself or hiring outside contractors. Bring pen, paper, and a sense of humor!

Date:           Friday, June 4, 2010
Topic:        "A Roundtable Discussion: Securing Principal Gifts"
Speaker:    Christopher J. Menard, Boston University
Time:           8:30-10:00 a.m. (Registration and networking begins at 8:00 a.m.)
Location:    Lasell College
                     1844 Commonwealth Avenue, Newton, MA 02466
Register:    Click here to register

Principal-gift fundraising at the seven-figure level and above requires clear, organized strategies and well-orchestrated solicitation planning. Boston University's C.J. Menard, who brings more than two decades of development and campaign expertise to this important topic, will lead a discussion on successful implementation of a principal gifts program and strategy. He will describe and discuss the processes that are important to follow to secure the highest-level gifts. Additionally, there will be ample opportunity for interaction and conversation about successes and challenges from the participants.

Date:           Friday, June 18, 2010
Topic:        "UP: The Essential Steps to Making a Successful Major Gift Ask From Start
                     to Finish"
Speakers:   Amy Wilson, The Catholic University of America (CUA) and
                      Cynthia Woolbright, The Woolbright Group
Time:            8:30-10:00 a.m. (Registration and networking begins at 8:00 a.m.)
Location:     Lasell College
                      1844 Commonwealth Avenue, Newton, MA 02466
Register:    Click here to register

In the current economic climate, just getting in front of a prospect can be an uphill challenge. Then comes the art of building a relationship, making The Ask, and stewarding the donor. This is no work for the faint-of-heart; it requires real effort and a constantly upbeat attitude.

Join Amy Wilson, Assistant Vice President for Development at The Catholic University of America (CUA) and Cynthia Woolbright of the Woolbright Group as they present some hard answers to the toughest major gift questions about
· How to get the first visit: Picking up the phone
· How to listen for information: Striking up the relationship
· How to ask for the right thing at the right time: Setting up the gift

Hold on, it’s going to be an exciting ride!

Host a Program
If you are interested in hosting a CASE DI breakfast program at your institution, please contact Eileen Healy at the DI office at 781-647-8151 or casedi@camihq.com.

Suggest a Topic or Speaker
If you would like suggest a topic or speaker for a future CASE DI breakfast program, please email Eileen Healy at the DI office casedi@camihq.com.

Cancellation/Refund Policy
All cancellations must be sent in writing to the CASE DI office (casedi@camihq.com) by the Monday prior to the meeting in order to receive a refund.

Registrations cannot be carried over to a future meeting. If unable to attend, you must cancel by the Monday prior to the meeting in order to receive a refund.

Inclement Weather and Snow Policy for Regional Events (not the annual conference)
If the Mayor or Governor has declared a state of emergency in the host city, state or province, or if the host institution is closed, the program will be rescheduled for a later date. If the meeting is cancelled/rescheduled an alert will be posted on the website (www.casei.org) and the CASE DI office will record a voicemail message at 781-647-8151.