Return to Conference Homepage All Sessions






Orientation for New State Executives and StaffOrientation for New State Executives and Staff1<p>​All new state executives, staff, and first-time conference attendees are welcome. CIC Vice President for State Council Programs <strong><em>Carol Schuler</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 Councils network.</p>
State Councils Advisory Committee MeetingState Councils Advisory Committee Meeting2
Opening ReceptionOpening Reception3Thomas W. Krise; Frank RomeoSpouses and Partners<p>Greetings: <strong><em>Richard Ekman</em></strong>, President, Council of Independent Colleges, and <strong><em>Violet Boyer</em></strong>, President and Chief Executive Officer, Independent Colleges of Washington<br><br>Welcoming Remarks: <strong><em>Thomas W. Krise</em></strong>, President, Pacific Lutheran University<br><br>Greetings from the UPS Foundation: <strong><em>Frank Romeo</em></strong>, Vice President, UPS Foundation<br><br>UPS Scholarship Presentation: <strong><em>Violet Boyer</em></strong>, Independent Colleges of Washington; <strong><em>Thomas Krise</em></strong>, Pacific Lutheran University; <strong><em>Meron Abay</em></strong>, UPS Scholar, Seattle Pacific University; <strong><em>Ma’ae Randolph</em></strong>,<br>UPS Scholar, Pacific Lutheran University<br></p>
Breakfast Roundtable DiscussionsBreakfast Roundtable Discussions4<p>​Welcoming Remarks: <strong><em>Hope Williams</em></strong>, President, North Carolina Independent Colleges and Universities<br><br>Learn from your colleagues as they discuss their experiences and insights for addressing challenges faced by many State Councils. The roundtables are organized around priority areas that can help shape strategic initiatives by State Councils.<br></p><h3>Making the Case: Developing Effective Campaign Materials</h3><p>How can State Councils make their fundraising materials more compelling, memorable, and engaging? Kris Gonzales will share highlights of the Independent Colleges of Washington’s marketing campaign and tips on how to tell your story.<strong><em><br></em></strong></p><blockquote><p><strong><em>Kris Gonzales</em></strong>, Director of Development, Independent Colleges of Washington<br></p></blockquote><h3>Student Scholarships: Effective Administration and Stewardship</h3><p>Independent Colleges of Indiana administers one of the State Councils’ largest student scholarship programs, thanks in large part to a program funded by Lilly Endowment Inc. Find out how to successfully manage a large program with attention to detail and careful donor stewardship.<strong><em><br></em></strong></p><blockquote><p><strong><em>Richard Ludwick</em></strong>, President and Chief Executive Officer, Independent Colleges of Indiana<br></p></blockquote><h3>Leveraging Corporate Connections: Lessons in Board Relations</h3><p>Two State Council development professionals with different perspectives will share their experiences working with boards. The first presenter is building a corporate board from the ground up, while the other has worked successfully with a large, seasoned board. Hear ideas and best practices for making your board more effective.<strong><em><br></em></strong></p><blockquote><p><strong><em>Gerry Bellotti</em></strong>, Vice President, Independent College Fund of New Jersey<br><strong><em>Lois Hollis</em></strong>, Director, Independent Colleges and Universities of Texas Foundation<br></p></blockquote><h3>Developing and Supporting Collaborative Programs: The Mayo Innovation Scholars</h3><p>State Councils are well positioned to bring together corporate interests, gifts in support of private higher education, and student needs at member colleges and universities. In Minnesota, this combination resulted in the Mayo Innovation Scholars, an 11-year success story that assists Mayo Clinic researchers, undergraduate science and business students, and aspiring leaders in MBA and organizational leadership programs.<strong><em><br></em></strong></p><blockquote><p><strong><em>Carolyn Jones</em></strong>, Director of Development, Minnesota Private College Fund<br><strong><em>Paul Cerkvenik</em></strong>, President, Minnesota Private College Fund<br></p></blockquote><h3>State Council Grant Programs: Scholarship Challenge and First Opportunity Partners Grant Deadlines and Requirements</h3><p>Learn about two of CIC’s valuable State Council grant programs and review the process for applying and meeting matching fund requirements.<strong><em><br></em></strong></p><blockquote><p><strong><em>Carol Schuler</em></strong>, Vice President for State Council Programs, Council of Independent Colleges<br><strong><em>Vanessa Long</em></strong>, Manager of State Council Programs, Council of Independent Colleges</p></blockquote>
Keynote Address: "Transformational Ideas"Keynote Address: "Transformational Ideas"5Steve Moore<p>With more than $1 billion in assets, the M.J. Murdock Charitable Trust receives hundreds of grant applications each year, most of them commendable and from mission-driven organizations that fulfill important needs in education, arts and culture, and health and human services. But what marks those organizations and projects that are truly transformational? What and who can help foundations and others achieve their own mission? What drives the Murdock Trust and other philanthropic organizations that seek to work with nonprofits that share a commitment to thinking bigger, to addressing significant problems, and to making a difference? What differentiates the best opportunities that funders choose to invest in, particularly as government support wanes and human service needs increase? The chief executive officer of the M.J. Murdock Charitable Trust will address these questions and the unique position of philanthropic organizations today that are poised as never before to make a transformational difference in American life.</p><blockquote><p><strong><em>Steve Moore</em></strong>, Chief Executive Officer, M.J. Murdock Charitable Trust</p><p>Chair: <strong><em>Mike Backer</em></strong>, President, Missouri Colleges Fund<br></p></blockquote>
Tips on Grantsmanship—CIC’s Programs and BeyondTips on Grantsmanship—CIC’s Programs and Beyond7Richard Ekman; Frank Romeo<p>How can State Councils develop winning grant proposals? With greatly increased funding available through CIC grant programs and the growing interest of foundations and corporations in supporting multi-college collaborations, effective grant proposals can yield significant results for advancing the work of State Councils. Join CIC and UPS Foundation leaders for this hands-on discussion of what grant reviewers look for when evaluating proposals. Learn how to craft that rare combination of a great idea and attention to detail, developed to win the attention and interest of organizations that can support your State Council.</p><blockquote><p><strong><em>Richard Ekman</em></strong>, President, Council of Independent Colleges<br><strong><em>Frank Romeo</em></strong>, Vice President, The UPS Foundation<br>Chair: <strong><em>Edward M. Shannon, III</em></strong>, Executive Vice President, South Carolina Independent Colleges and Universities<br></p></blockquote>
Strategic Shifts in Corporate RelationshipsStrategic Shifts in Corporate Relationships9James Plourde; Mark Dederer; Cat Martin; Ken Thompson<p>Corporate philanthropy has moved away from “feel good” giving to giving that models corporate strategies in community and workforce development. Independent colleges are sometimes at a competitive disadvantage with corporate funders because the level of impact that smaller institutions can demonstrate is often lower than that of large public universities, simply because student populations are smaller. State Councils, however, are in an excellent position to address that disadvantage by providing scale for member institutions and compelling programs that more readily fit corporate strategies for funding and workforce development. State Councils also can demonstrate the true benefit of collaboration among member institutions by collectively seeking larger corporate gifts than each college could obtain on its own. This panel discussion provides an opportunity to hear experienced gift officers discuss their strategic philanthropic interests.</p><blockquote><p>Moderator: <em><strong>James Plourde</strong></em>, Vice President, Collins Group, a division of Campbell & Company</p><p>Panelists:<br><strong><em>Mark Dederer</em></strong>, Executive Director, Biller Family Foundation<br><strong><em>Cat Martin</em></strong>, Vice President, Relationship Manager Pacific Northwest & Utah, Global Philanthropy, JP Morgan Chase & Co.<br><strong><em>Ken Thompson</em></strong>, Consultant and Senior Fellow, Aspen Institute Forum on Community Solutions</p><p>Chair: <strong><em>Kristen Grainger</em></strong>, President, Oregon Alliance of Independent Colleges and Universities<br></p></blockquote>
Luncheon Roundtable DiscussionsLuncheon Roundtable Discussions10<p>​This luncheon will feature roundtables on timely topics with colleagues facilitating discussions of issues and best practices.<br></p><h3>Making the Case: Getting Coverage with Public Television</h3><p>The New Jersey Undergraduate Research Symposium is packed with student stories and captivating research projects. Independent College Fund of New Jersey teamed up with New Jersey Public Television to promote the impact of science education at New Jersey’s private colleges and universities. Hear how one State Council found an effective and affordable voice for making the case.<strong><em></em></strong></p><blockquote><strong><em>MaryAlice Breuninger</em></strong>, Development Officer, Independent College Fund of New Jersey<br><br></blockquote><h3>Student Scholarships: Current Trends in Ohio</h3>Ohio Foundation of Independent Colleges has a strong track record in raising funds for student scholarships. With a new state executive in place, will Ohio’s tried and true program continue, or will recent trends in corporate giving suggest that it is time for strategic change? Find out how a fresh approach can yield answers for new teams.<br><blockquote><strong><em>Bill Spiker</em></strong>, President, Ohio Foundation of Independent Colleges<br><br></blockquote><h3>Leveraging Corporate Connections: Michigan Roundtable on Talent</h3>Marketed as Michigan’s third-largest university, Michigan Colleges Alliance (MCA) assembles corporate leaders, college presidents, and government and association executives on the shores of Mackinac Island each year for intensive discussions about Michigan’s talent gap. Now preparing for the event’s fourth year, MCA shares best practices and inspiration for leveraging a State Council’s corporate connections for workforce development.<br><blockquote><strong><em>Robert Bartlett</em></strong>, President, Michigan Colleges Alliance<br></blockquote><br><h3>Developing and Supporting Collaborative Programs: Professional Development</h3>Where do independent colleges and universities find the next generation of professional fundraisers? Once found, what type of<br>training should new development staff receive to assure success in their activities? Iowa College Foundation is working to answer those questions through a new CIC National Venture Fund grant designed to provide cost-effective professional development for fundraisers at member institutions. Learn how this innovative new program will address one of today’s pressing needs in higher education.<br><blockquote><strong><em>Jack Jones</em></strong>, President, Iowa College Foundation<br><strong><em>Ed Finn</em></strong>, Vice President for Development, Iowa College Foundation<br></blockquote><br><h3>State Council Grant Programs: Capacity-Building and National Venture Fund Grant Deadlines and Requirements</h3>Learn about two of CIC’s valuable State Council grant programs and review the process for applying and meeting matching fund requirements.<br><blockquote><strong><em>Carol Schuler</em></strong>, Vice President for State Council Programs, Council of Independent Colleges<br><strong><em>Vanessa Long</em></strong>, Manager of State Council Programs, Council of Independent Colleges</blockquote><p></p>
Independent Colleges: A Cost-Effective Contributor for States That Seek To Increase Bachelor’s Degree Production without Breaking the BankIndependent Colleges: A Cost-Effective Contributor for States That Seek To Increase Bachelor’s Degree Production without Breaking the Bank21William Zumeta<p>This session will discuss the findings from two major CIC-sponsored studies of the relative cost-effectiveness of CIC colleges compared with similar public institutions, based on federal IPEDS data. A coauthor of the reports will discuss findings that show CIC colleges graduate students at higher rates and in substantially shorter time periods. Independent colleges also retain to completion students with initial interests in majoring in STEM and health fields at substantially higher rates. States receive these benefits at about one-sixth the cost to taxpayers per completed degree compared to students enrolled in comparable public colleges.</p><blockquote><p><strong><em>William Zumeta</em></strong>, Professor of Public Policy and Higher Education, University of Washington</p><p>Chair: <strong><em>Mary-Beth Johnson</em></strong>, Chief Operating Officer, Virginia Foundation for Independent Colleges<br></p></blockquote>
Building Corporate Pathways: Why the Best Hire Might Not Have the Best RésuméBuilding Corporate Pathways: Why the Best Hire Might Not Have the Best Résumé12Regina Hartley<p>In independent higher education, “changing lives” is fundamental to the work of campus professionals as well as to those State Council executives who seek financial support and corporate pathways for graduates. But what is the impact of that promise after college? Given the choice between a job candidate with a perfect résumé and one who has fought through difficulty, human resources executive Regina Hartley always gives the “scrapper” a chance. As someone who grew up with adversity, Hartley knows that those who flourish in the darkest of spaces are often empowered with the grit to persist in an ever-changing workplace.</p><blockquote><p><strong><em>Regina Hartley</em></strong>, Human Resources Vice President, UPS Technology Division</p><p>Chair: <strong><em>John B. Wilson</em></strong>, President, Independent College Fund of New Jersey, and Chief Executive Officer, Assocation of Independent Colleges and Universities in New Jersey<br></p></blockquote>
Depart for Columbia Tower ClubDepart for Columbia Tower Club13701 Fifth Avenue, 76th FloorSpouses and Partners<p>​Meet in Hotel Lobby.</p>
Reception and Annual Awards DinnerReception and Annual Awards Dinner22William T. Abare, Jr.Spouses and Partners<p>​Welcome: <strong><em>Carol Schuler</em></strong>, Vice President for State Council Programs, Council of Independent Colleges<br><br>With breathtaking views of Seattle and its surroundings, Columbia Tower Club embraces and reflects the diversity and spirit of the city. Its sophisticated setting 76 floors above downtown Seattle provides a panoramic view of the cityscape and Puget Sound.<br><br>The highlight of the Awards Dinner is the presentation of the CIC State Councils’ highest honor: 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 Councils.<br><br>First presented in 1994, the award recognizes Foreman’s leadership as president of the UPS Foundation and his role in making possible the gift from UPS that created the CIC/UPS Educational Endowment, which has provided more than $59 million in support of State Council scholarship programs and collaborative projects.<br></p><p><br></p><h3>Presentation of the Charles W.L. Foreman Award</h3><p>Presenters: <strong><em>Richard Ekman</em></strong>, President, Council of Independent Colleges, and <strong><em>Ed H. Moore</em></strong>, Chief Executive Officer, Florida Independent College Fund, and President, Independent Colleges and Universities of Florida<br><em><br>Foreman Award Winner Remarks</em>—<strong><em>William T. Abare, Jr.</em></strong>, President, Flagler College<br></p>
Closing Luncheon: State UpdatesClosing Luncheon: State Updates20<p>Learn from your colleagues and share your ideas and experiences in rapid roundtable updates over lunch. You will gain valuable insights into new and proven opportunities for consideration by your State Council. Be prepared to share your own case studies with the group.</p><blockquote><p>Moderator: <strong><em>Mick Weltman</em></strong>, President, Associated Colleges of Illinois</p></blockquote>
Educationomics: Navigating in the New Marketplace for Higher EducationEducationomics: Navigating in the New Marketplace for Higher Education17Jon McGee<p>The challenges facing colleges and universities today are profound and complex. In his book, Breakpoint: The Changing Marketplace for Higher Education, and his program, “Educationomics,” Jon McGee argues that higher education is in the midst of an extraordinary moment of demographic, economic, and cultural transition that has significant implications for how colleges understand their mission, their market, and their management. Drawing from an extensive assessment of demographic and economic trends, McGee presents a broad and integrative picture of these changes while emphasizing the importance of decisive campus leadership. He describes the key forces that influence higher education and provides a framework from which to address pressing issues.</p><blockquote><p><strong><em>Jon McGee</em></strong>, <span><span>Vice President for Planning and Public Affairs</span></span>, College of Saint Benedict and Saint John’s University</p><p>Chair: <strong><em>Carolyn Jones</em></strong>, Director of Development, Minnesota Private College Fund<br></p></blockquote>
American Higher Education and the Public: Drivers of ReputationAmerican Higher Education and the Public: Drivers of Reputation18Julia Weede<p>Anyone who spends time on campuses and pays attention to what good colleges do well witnesses, perhaps, one of the best things this nation has to offer: higher education. Yet each day, national headlines fuel worries about the nation’s colleges and universities. The public’s confidence in higher education is declining, with people voicing concerns about debt, unemployment, lack of access, and “return on investment” of a college degree. As a result, there is a significant and increasing disconnect in America—between those who spend their lives dedicated to higher education and those who pay for and “consume” it. This session will review research by Edelman that explores the gap in public opinion, sheds light on the disconnect, and may provide a roadmap for campus leaders to build new paths toward conversation about the role of higher education in society.</p><blockquote><p> <strong><em>Julia Weede</em></strong>, <span> <span></span></span>Executive Vice President, Education Practice Leader, Edelman</p><p>Chair: <strong><em>Mark Cavanaugh</em></strong>, President, Independent Higher Education of Colorado Fund<br></p></blockquote>
First-Year Report: Dupont Circle Investments, LLCFirst-Year Report: Dupont Circle Investments, LLC19Michael Collins<p>​In response to a need expressed by State Council executives,<br>CIC partnered with TIAA during spring 2016 to form a pooled investment fund designed to leverage the expertise of large fund management for the benefit of modest endowments that may have been invested in CDs or other financial products that are currently yielding very low returns. Michael Collins, TIAA senior director for endowment and foundation services, will share performance data of the fund, Dupont Circle Investments, LLC, from the past year, investment strategies, and operating practices of the six-member independent partnership. Collins will be joined for a Q&A session by State Council member-partners.</p><blockquote><p><strong><em>Michael Collins</em></strong>, <span><span>Senior Director of Endowment and Foundation Services</span></span>, TIAA</p><p>Chair: <strong><em>Ned Moore</em></strong>, Senior Advisor, State Council Programs, and Secretary, Dupont Circle Investments, LLC<br></p></blockquote>
Breakfast Buffet with the State Councils Advisory CommitteeBreakfast Buffet with the State Councils Advisory Committee16<p>​Enjoy a relaxing breakfast with colleagues and learn more about the work of the State Councils Advisory Committee. Network and share your ideas through informal discussion with committee members.</p><blockquote><p><strong><em>Mike Backer</em></strong>, President, Missouri Colleges Fund<br><br><strong><em>Robert Bartlett</em></strong>, President, Michigan Colleges Alliance<br><br><strong><em>Richard Ekman</em></strong> (Ex Officio), President, Council of Independent Colleges<br><br><strong><em>Jack Jones</em></strong>, President, Iowa College Foundation<br><br><strong><em>Richard Ludwick</em></strong>, President and Chief Executive Officer, Independent Colleges of Indiana<br><br><strong><em>Paul Pribbenow</em></strong>, President, Augsburg College<br><br><strong><em>Eddie Shannon</em></strong>, Executive Vice President, South Carolina Independent Colleges and Universities<br><br><strong><em>Hope Williams</em></strong> (Ex Officio), President, North Carolina Independent Colleges and Universities<br><br>Chair: <strong><em>Carol Schuler</em></strong>, Vice President for State Council Programs, Council of Independent Colleges</p></blockquote>
Spouses and Partners Program TourSpouses and Partners Program Tour23Spouses and Partners<h2>​Chihuly Gardens and Glass Tour, Lunch at Collections Café, and Free Time at the Space Needle</h2><p>Spouses and partners will explore the Chihuly Garden and Glass Museum located at the base of the Space Needle in Seattle Center. This spectacular exhibition was built in 2012 and showcases some of the most exquisite sculptures and work produced by renowned studio blown-glass artist Dale Chihuly.<br><br>Following a docent-led tour, spouses and partners will enjoy lunch at Collections Café, an extension of the Chihuly museum. Displayed on the ceilings and walls of the café are 28 collections of Dale Chihuly. Over lunch, participants will have the opportunity to discuss common issues that they face as spouses and partners of state executives.<br><br>The Seattle Space Needle is located next door and convenient for free exploration before the group returns to the Crowne Plaza.<br><br>Leaders: <strong><em>Susie Jones</em></strong>, State Executive Spouse, Iowa College Foundation, and <strong><em>Devon Crouch</em></strong>, Government Relations Assistant, Independent Colleges of Washington<br><br><em>Requires pre-registration. All fees are included in spouse and partner registration. To inquire about availability, please visit the registration desk.</em></p>
Post-Conference Tour: Seattle Wine ToursPost-Conference Tour: Seattle Wine Tours24Spouses and Partners<p>​tour—it is a tasting expedition. Participants will travel for 40 to 60 minutes to explore three award-winning wineries in Washington State’s wine country. While en route to the wineries, participants will enjoy spectacular views of Seattle and its surroundings. During the winery tours, learn about the history of the wineries and the wines they produce, meet the wine makers, and sample wines drawn from the barrel.<br><br><em>Requires pre-registration and additional fees. To inquire about availability, please visit the registration desk.</em></p>