Enhancing the Value Proposition: Best Practices, New Opportunities

2016 State Funds Annual Conference 4/30/20164/30/20165/2/20165/2/2016 Hyatt Regency Inner Harbor Baltimore, MD
No

About the Conference

​​​​In today’s challenging environment for independent higher education, State Funds are actively seeking ways to provide additional value-added support for their member colleges and universities. State Funds are increasing their impact by rethinking strategies, strengthening their best programs, and adopting programs that have proven successful in other states. To support State Funds in this process, this year’s Annual Conference focuses on the theme, “Enhancing the Value Proposition: Best Practices, New Opportunities.”

The conference provides a forum for discussion of important issues, opportunities to learn from experts, time to network and share best practices with colleagues from other State Funds, and time to think creatively about future directions. The conference sessions will explore ways to strengthen the core programs that most State Funds offer, and sessions will introduce new initiatives that consortia may wish to add to their portfolio of programs. A workshop will be offered and led by author Jeffrey Docking, president of Adrian College, based on the dramatic turnaround of the college and the implications of his book, Crisis in Higher Education: A Plan to Save Liberal Arts Colleges in America.

Special events will include the Opening Reception on Sunday, May 1, at 6:00 p.m., featuring a welcome from Roger Casey, president of McDaniel College, and a celebration of the UPS Scholarship Program. In addition, the annual Awards Dinner on the evening of Monday, May 2 will begin with a tour of the National Aquarium overlooking the Inner Harbor. The Awards dinner will conclude with the presentation of the 2016 Charles W. L. Foreman Award and the Outstanding Service Award to leaders whose commitment to the State Funds has had far-reaching impact: Kenneth Garren, president of Lynchburg College, and Christina Cutlip, managing director, head of national advocacy and government relations liaison of TIAA, respectively. And we will have an opportunity to express our appreciation to Ned Moore and Jacalyn Cox, both of whom are retiring in the near future.​

CIC is grateful to Signature Sponsor TIAA-CREF and to UPS for their long-term and generous support.

Speakers

​​

 

 

  • Roger Casey
    Roger Casey
    McDaniel College
  • Jeffrey Docking
    Jeffrey Docking
    Adrian College
  • Barbara Hetrick
    Barbara Hetrick
    Council of Independent Colleges
  • Elizabeth Johnson
    Elizabeth Johnson
    SimpsonScarborough
  • Thomas R. Kepple
    Thomas R. Kepple
    American Academic Leadership Institute
  • Marilyn Mackes
    Marilyn Mackes
    National Association of Colleges and Employers
  • Jeanette Norton
    Jeanette Norton
    Foundation Center
  • Frank Romeo
    Frank Romeo
    UPS Foundation

Schedule

 

 

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Orientation for New State Executives and StaffOrientation for New State Executives and Staff1Richard Ekman; Ned Moore; Hope Williams<p>​All new state executives, staff, and first-time conference attendees are welcome. State Funds Executive Director <strong><em>Ned Moore</em></strong>, CIC President <strong><em>Richard Ekman</em></strong>, and Presiding Officer <strong><em>Hope Williams</em></strong> will provide a briefing on the operations and member benefits of the State Funds network.<br></p>
Luncheon RoundtablesLuncheon Roundtables10Emily Appel-Newby; Violet Boyer; Elizabeth Johnson; Jack Jones; Jeanette Norton; Brent Wilder<div><div> This luncheon will feature roundtables on timely topics, with colleagues facilitating discussion of the issues and best practices.</div><h2><br>“Making the Case”—Marketing Your Member Colleges</h2><div>As a follow-up to her session on “Higher Ed Marketing,” our guest speaker will continue the discussion of this topic and will encourage state executives to share ideas and best practices that have been effective in their states.</div><blockquote><div><strong><em>Elizabeth Johnson</em></strong>, Chief Executive Officer, SimpsonScarborough</div></blockquote><div> </div><h2>Trends in Scholarship Fundraising</h2><div>Presidents of most independent colleges and universities have made it clear that one of their highest priorities is expanding scholarship aid for deserving students. One president recently described the need as a “black hole that calls for every dollar that can be found.” The leader of one of our network’s most successful scholarship fundraising programs will lead a discussion of best practices as well as emerging trends.</div><blockquote><div><strong><em>Jack Jones</em></strong>, President, Iowa College Foundation</div></blockquote><div> </div><h2>Best Practices in Finding Corporate and Foundation Donors</h2><div>How does a consortium such as a State Fund identify new funding sources most likely to provide grant support for collaborative programs among its member colleges? A prominent expert in the identification of corporate and foundation donors will lead a discussion on this topic.</div><blockquote><div><strong><em>Jeanette Norton</em></strong>, Community Outreach Manager, Foundation Center</div></blockquote><div> </div><h2>Working Effectively with College Presidents</h2><div>Engaging member college presidents in the mission and work of a consortium is more an art than a science. Although presidents share a common interest in the advancement of the private college sector, each college has its own characteristics and each president deals with unique pressures. With time-tested tips on how to work effectively with college presidents, the veteran leader of a state association will lead this discussion.</div><blockquote><div><strong><em>Violet Boyer</em></strong>, President, Independent Colleges of Washington</div></blockquote></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div> </div><h2>Helping Low-Income Students: Individual Development Accounts (IDAs)</h2><div>As a follow-up to their session on making higher education affordable for lower-income students through the use of IDAs, the two presenters will continue the discussion of the topic and answer questions.</div><blockquote><div><strong><em>Brent Wilder</em></strong>, Vice President, Oregon Alliance of Independent Colleges and Universities</div><div><strong><em>Emily Appel-Newby</em></strong>, Program Officer, Assets for Independence Resource Center</div></blockquote>
Finding What Your Colleges Really Want: More Money for High-Priority ProgramsFinding What Your Colleges Really Want: More Money for High-Priority Programs11Jeanette Norton<div>With foundations and corporations increasingly seeking larger scale in their grant programs, consortia are ideally positioned to secure program development grants that individual institutions can no longer obtain on their own. How does a consortium identify new funding sources most likely to support collaborative programs among its member colleges? A leading expert in the time-effective and cost-efficient identification of corporate and foundation donors will answer that question.</div><blockquote> <strong> <em>Jeanette Norton</em></strong>, Community Outreach Manager, Foundation Center<br>Chair: <strong> <em>Jim Brown</em></strong>, Managing Director, ICFNC, North Carolina Independent Colleges and Universities </blockquote>
Major Trend—Addressing the Return on Investment: Interest in Employability for Liberal Arts GraduatesMajor Trend—Addressing the Return on Investment: Interest in Employability for Liberal Arts Graduates12Marilyn Mackes<div>Parents of prospective students have become more engaged in assessing the tangible “return on investment” for the tuition paid to independent institutions. A factor being used increasingly to evaluate that ROI is the job, career, or salary outcomes of graduates. Member colleges and universities, some with the support of their State Fund Members, continue to strengthen their career services programs, particularly in the expansion of internships. But what are corporations really looking for in college graduates? What are best practices among institutions to assure students’ career readiness? And how can state consortia help their member colleges? To answer these and related questions is the head of the national association that provides the link between college and corporate interests in employment and career development and that is the leading source of information on college placement programs and on corporate recruiting practices.</div><blockquote><div><strong><em>Marilyn Mackes</em></strong>, Executive Director, National Association of Colleges and Employers</div><div>Chair: <strong><em>Rex Horne</em></strong>, President, Arkansas’ Independent Colleges and Universities</div></blockquote>
Depart for National AquariumDepart for National Aquarium13Spouses and Partners
Reception and Tour of the National AquariumReception and Tour of the National Aquarium14Spouses and Partners<p>​During the Awards Reception, participants will have the opportunity to tour the National Aquarium.</p>
Annual Awards DinnerAnnual Awards Dinner15Spouses and Partners<p>​Although the event venue will be memorable, the highlight of the Awards Dinner is the presentation of the State Funds’ top awards: the Charles W. L. Foreman Award, which recognizes a college president or corporate trustee who has demonstrated an outstanding record of service that truly distinguishes the recipient from his or her peers in support of the mission and work of the State Funds; and the Outstanding Service Award, which recognizes an individual who has an exceptional record of service and leadership on behalf of the CIC State Funds and has an abiding commitment to independent higher education and to the mission of CIC and its State Fund Members.</p>
BreakfastBreakfast16Spouses and Partners
A Call to Action: Addressing the Crisis in Independent Higher EducationA Call to Action: Addressing the Crisis in Independent Higher Education17Jeffrey DockingWith major challenges facing institutions in the independent college sector such as greater competition for students, pressures to cut costs, the need to increase financial aid, and the need to adopt new delivery methods, the presidents of CIC member colleges and universities have begun to rethink their business models and approaches to the enterprise. A respected leader in higher education will use the major points from his highly-regarded new book, <em>Crisis in Higher Education: A Plan to Save Liberal Arts Colleges in America</em>, as the catalyst for a discussion among participants about the issues facing the private college sector and how key stakeholders—institutions and state consortia—can work more creatively and strategically to strengthen and preserve the private college sector.<br><blockquote><strong><em>Jeffrey Docking</em></strong>, President, Adrian College<br>Chair: <strong><em>Robert Bartlett</em></strong>, President, Michigan Colleges Alliance </blockquote>
Advancing State Fund Programs: CIC Member Services and SupportAdvancing State Fund Programs: CIC Member Services and Support18Mike Backer; Roger Estrada; Ned Moore; Laura WilcoxAs State Fund Members strive to improve operations, enhance their programs, and provide additional value-added benefits for their member colleges, CIC provides many services to help make these advances possible. In this session, speakers will deliver brief presentations on new resources and opportunities. <blockquote>Chair: <strong><em>Mike Backer</em></strong>, President, Missouri Colleges Fund<br><br></blockquote><div></div><h2>Helping You “Make the Case” for Your Member Colleges—Unveiling the "Power Tool Kit"</h2><blockquote><div><strong><em>Laura Wilcox</em></strong>, Vice President for Communications, CIC</div></blockquote><div> </div><h2>Open for Business: “Dupont Circle Investments,” The Pooled Investment Program for State Fund Members</h2><blockquote><div><strong><em>Roger Estrada</em></strong>, Director, Endowments and Foundations, TIAA</div></blockquote><div> </div><h2>Increased Grant Support for New Initiatives</h2><blockquote><div><strong><em>Ned Moore</em></strong>, Executive Director, State Fund Programs and Vice President, CIC</div></blockquote>
Vision and Beyond: The Essential Components of LeadershipVision and Beyond: The Essential Components of Leadership19<div>Was John Quincy Adams right in saying, “If your actions inspire others to dream more, learn more, do more, and become more, you are a leader”? Or was American author Warren Bennis more on target in noting that “leadership is the capacity to translate vision into reality”? In independent higher education today, what defines a truly effective leader? Are there traits, abilities, and skills that form the essential building blocks? And what best practices specific to institutional leadership can be gleaned by the leaders of private college consortia? One of the leading experts in higher education leadership will address these and other questions and will engage the membership in discussion of this important topic.</div><blockquote><div><strong><em>Thomas R. Kepple</em></strong>, President, American Academic Leadership Institute</div><div>Chair: <strong><em>Don Francis</em></strong>, President, Association of Independent Colleges and Universities of Pennsylvania<br></div></blockquote>
State Funds Advisory Council MeetingState Funds Advisory Council Meeting2
Closing Luncheon—Town Hall: Q&A with Ned Moore and the State Funds Advisory CouncilClosing Luncheon—Town Hall: Q&A with Ned Moore and the State Funds Advisory Council20Hope Williams<div>In this open forum, State Fund Members will have the opportunity to engage in informal discussion with Ned Moore and members of the State Funds Advisory Council on any issues or topics of interest to the network, including the plans underway for branding and strengthening the network going forward. Opening remarks from the executive director of State Fund Programs will help set the stage for the session.</div><blockquote><div>Chair: <strong><em>Hope Williams</em></strong>, President, North Carolina Independent Colleges and Universities</div></blockquote>
Opening ReceptionOpening Reception3Tina Bjarekull; Roger Casey; Richard Ekman; Frank RomeoSpouses and Partners<p>​Greetings: <strong><em>Richard Ekman</em></strong>, President, Council of Independent Colleges, and <strong><em>Tina Bjarekull</em></strong>, Managing Director, Independent College Fund of Maryland<br><br>Welcoming Remarks: <strong><em>Roger Casey</em></strong>, President, McDaniel College<br><br>Greetings from the UPS Foundation: <strong><em>Frank Romeo</em></strong>, Vice President, UPS Foundation</p>
Breakfast RoundtablesBreakfast Roundtables4MaryAlice Breuninger; Gary Cox; Mary-Beth Johnson; Eddie Shannon; Mick Weltman; Hope WilliamsSpouses and Partners<p>​Welcoming Remarks: <strong><em>Hope Williams</em></strong>, President, North Carolina Independent Colleges and Universities<br></p><p><br></p><h2> Business Affiliates/Corporate Partners Programs</h2><div>One of many State Funds’ fastest growing programs is that of securing business development sponsorships from companies that desire more exposure to college presidents, CFOs, and other key decision makers on campus. These business affiliate programs offer companies the opportunity to have a promotional listing on a State Fund’s website and to be spotlighted in newsletters. A veteran of this process will lead a discussion on the topic and on current trends.</div><blockquote><div><strong><em>Eddie Shannon</em></strong>, Executive Vice President, South Carolina Independent Colleges and Universities</div></blockquote><div> </div><h2>Working Effectively with Financial Aid Offices</h2><div>With scholarship administration and stewardship a key area for most State Fund Members, a consortium’s relationship to member colleges’ financial aid offices can make or break the process of securing information on recipients. The coordinator of a program that provides annual stewardship reports to donors of more than 650 individual scholarship recipients will lead the discussion on ways of connecting with financial offices.</div><blockquote><div><strong><em>Mary-Beth Johnson</em></strong>, Chief Operating Officer, Virginia Foundation for Independent Colleges</div></blockquote><div> </div><h2>Undergraduate Research: Why Your Colleges Like It—How You Can Help</h2><div>Experiential learning has become a top priority on campuses to enhance students’ college education by enabling them to connect their classroom knowledge with real-world problems while working with faculty mentors. Undergraduate research has proven to be one of the most successful of these initiatives. Corporations and foundations understand and support this effort. A veteran research program coordinator will outline her consortium’s successful program and will seek other ideas and insights.</div><blockquote><div><strong><em>MaryAlice Breuninger</em></strong>, Development Officer, Independent College Fund of New Jersey</div></blockquote><div> </div><h2>Effective Communications Strategies</h2><div>Given the pressing need to increase public awareness of the value and impact of statewide consortia of private colleges, the role of effective communication vehicles such as annual reports and newsletters has never been more important. A long-time nonprofit leader will share samples of high-quality work and lead a discussion on the key factors in effective communications.</div><blockquote><div><strong><em>Mick Weltman</em></strong>, Executive Director, Associated Colleges of Illinois</div></blockquote><div> </div><h2>Successfully Engaging Academic Deans in Collaboration (or Not?)</h2><div>While some State Funds have chief academic officers ready and willing to work together to collaborate on faculty or curricular projects, other State Funds are not as fortunate. This roundtable will provide the opportunity for state executives to share success stories, gripes, tips, and best practices on the effective engagement of provosts and deans.</div><blockquote><div><strong><em>Gary Cox</em></strong>, President, Association of Kentucky Independent Colleges and Universities</div></blockquote>
Essentials of Effective Grant Writing and Corporate/Foundation RelationsEssentials of Effective Grant Writing and Corporate/Foundation Relations5Barbara Hetrick<p></p><div>Among independent college presidents, there is increasing recognition that some issues can be more effectively addressed by groups of institutions rather than by a single college or university. State Fund Members already are positioned to serve as hubs for development of collaborative programs and to secure grant support from foundations and corporations that are increasingly seeking scale in their grantmaking and look favorably on consortial approaches. With insights and strategies that can help State Fund Members increase their value to, and impact on, member colleges, a respected veteran of the grant-seeking process will share her knowledge and experience on best practices in project development, grant writing, effective cultivation and stewardship, and trends in corporate and foundation funding.<br><blockquote><strong><em>Barbara Hetrick</em></strong>, Senior Vice President, Council of Independent Colleges<br>Chair: <strong><em>Carolyn Jones</em></strong>, Director of Development, Minnesota Private College Fund<br></blockquote></div>
Retirement ConsultationsRetirement Consultations6<p>​A TIAA-CREF counselor will be available for personal consultations with participants for 45-minute sessions during the conference. Sign up at the CIC Registration Desk to discuss personal financial planning for retirement.</p>
Program Opportunities Seeking PartnersProgram Opportunities Seeking Partners7Emily Appel-Newby; Bob Bartlett; Richard Ludwick; Brent Wilder<div>New programs, initiatives, and resources regularly emerge at CIC and in the portfolios of State Funds as they seek to provide additional value-added benefits for their member colleges. Some of these programs are local in nature and unique to a particular organization or state. Other initiatives have broader implications and are of potential interest and benefit to State Funds that might adopt or adapt the idea. Some opportunities have national-impact potential, requiring additional partners in order to achieve full scale. This session is designed as a forum for colleagues to present brief presentations on opportunities that may be of interest and value to others and to seek partners in the projects.</div><blockquote>Chair: <strong><em>Richard Ludwick</em></strong>, President, Independent Colleges of Indiana<br><br></blockquote><h2> Addressing the Affordability Issue: The eProcurement Scholarship Program</h2><blockquote><div><strong><em>Bob Bartlett</em></strong>, President, Michigan Colleges Alliance</div></blockquote><div> </div><h2>Individual Development Account (IDA) Grants to Help Low-Income Students Access Higher Education</h2><blockquote><div><strong>Brent Wilder</strong>, Vice President, Oregon Alliance of Independent College and Universities</div><div><strong><em>Emily Appel-Newby</em></strong>, Program Officer, Assets for Independence Resource Center<span></span><span></span></div></blockquote><div> </div><h2>“Open Mike” for State Executives: Other Partnership Ideas and Programs</h2>
Higher Ed Marketing: What's Working and What's Not WorkingHigher Ed Marketing: What's Working and What's Not Working9Elizabeth JohnsonThe marketing of higher education is changing every day. New audiences, new technology, and new tools abound. Even experienced marketers can find themselves struggling to keep up with the latest and greatest. This session will explore best practices in higher education marketing. A marketing veteran will discuss strategies and tactics that are leading to success for a variety of institutions and also will cover marketing approaches to avoid. The session will examine a wide range of issues including websites, social media, digital marketing, and even organizational issues such as brand strategy, dashboarding, team structure, and budgeting.<br><blockquote><strong><em>Elizabeth Johnson</em></strong>. Founding Partner and CEO, SimpsonScarborough<br>Chair: <strong><em>Gordon Brollier</em></strong>, President, Ohio Foundation of Independent Colleges</blockquote>
Spouses and Partners ProgramSpouses and Partners Program8Tina EggeSpouses and Partners<div>Taking full advantage of the conference location, spouses and partners will enjoy an Inner Harbor luncheon and an educational cruise aboard the Annapolitan II to see Fort McHenry and other historic sites.</div><blockquote><div>Program Convener: <strong><em>Tina Egge</em></strong></div></blockquote>

Hotel and Travel

 Location

​Hyatt Regency Baltimore Inner Harbor

300 Light Street
Baltimore, MD 21202-2846
(410) 528-1234

 Hotel Information


Hyatt Regency Baltimore Inner Harbor at sunsetThe State Funds Annual Conference will be held at the Hyatt Regency Baltimore Inner Harbor, ideally located in proximity to restaurants, shops, nightlife and places of interest such as the Orioles Stadium.  The National Aquarium, located across the street from the hotel, will be the venue for the conference’s Reception and Annual Awards Dinner.

Hotel Reservations Deadline for CIC Rate:
April 1, 2016

Room Rate:
$185 single/double per night

To book your hotel reservations online at the CIC group rate, use CIC's hotel reservation link.
 
Alternatively, you can call the hotel directly at call (410) 528-1234 and press #2 for reservations, or call the national number (888) 421-1442, and ask for the room block code "CIC State Funds Annual Conference."  The reservation cut-off date is Friday, April 1, 2016. Any reservations made after that date can be accommodated only on a space- and price-available basis.

Check-in time is 4:00 p.m.
Check-out time is 12:00 p.m.


Dress Guidelines

Business casual wear is appropriate throughout the Conference. Business attire is suggested only for the Reception and Awards Dinner on Monday, May 2, 2016.

 Travel


Baltimore Washington International Airport (BWI) is approximately ten miles from the Hyatt Regency Baltimore Inner Harbor.

Amtrak’s Baltimore Penn Station is approximately two miles from the Hyatt Regency Baltimore Inner Harbor.