Bridging the Future

2019 State Councils Annual Conference 9/10/2019 9/10/2019 9/10/20199/12/20199/12/20199/12/2019 Hotel Monaco Pittsburgh, PA

About the Conference

The 2019 CIC State Councils Annual Conference will explore how State Councils are building bridges to help private colleges and universities, students, and corporations work together to strengthen American higher education. The three-day program will take place September 10–12 at the Kimpton Hotel Monaco in Pittsburgh, Pennsylvania.

The Annual Conference will provide state executives, fundraising officers, and communications staff with face-to-face networking opportunities to share best practices with colleagues, in addition to valuable program sessions with thought leaders in independent higher education. Speakers will discuss collaborative programs, corporate relations, grantsmanship, fundraising, and marketing to help State Councils better serve private colleges and universities.

Registered spouses and partners are welcome to participate in all conference events and to enjoy a guided “tasting crawl” of Pittsburgh’s Historic Strip District, an area known for its rich sampling of old world food traditions.

About the State Councils

CIC’s State Councils are consortia of private colleges and universities with the mission of advancing and strengthening their member institutions. Through its State Councils Program, CIC provides member services, organizational development opportunities, grants, and professional support for State Councils’ activities in four specific program areas:
  • Putting a college education within reach for deserving students of all income levels by raising private gifts and grants for scholarships;
  • Expanding student internship and career opportunities, as well as developing corporate grant and sponsorship support, by connecting the private college sector to America’s business community;
  • Enhancing curricular and co-curricular programs at member institutions by facilitating the development of multi-college approaches to key targets of opportunity and seeking grant funding for these collaborative initiatives; and
  • Increasing recognition and enrollment of member institutions through collective public relations and branding initiatives that help “make the case” for private colleges and universities.
CIC believes that by working collectively on these priorities, the State Councils network can strengthen independent colleges nationwide.

Who Should Participate?

State executives; vice presidents; key fundraising, communications, marketing, and scholarship program staff; and board members of CIC State Councils will all benefit from the insights and best practices shared at this conference. To strengthen each team’s professional expertise, this year CIC will offer a discounted registration fee for state executives, further reduced registration fees for second registrants from a State Council, and free conference registration for a third member from the State Council. These discounts are made possible thanks to generous support by the conference sponsors: TIAA, UPS, and Credo.







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 State Councils Presiding Officer <strong><em>Hope Williams</em></strong> will provide a briefing on the operations and member benefits of CIC’s State Councils programs and services.</p>
State Councils Advisory Committee MeetingState Councils Advisory Committee Meeting2
Opening ReceptionOpening Reception3Richard Ekman; David Finegold; Eduardo MartinezSpouses and Partners<h3>Greetings</h3><blockquote> <strong> <em>Carol Schuler</em></strong>, Vice President for State Council Programs, CIC<br><strong><em>Richard Ekman</em></strong>, President, CIC<br><strong><em>Tom Foley</em></strong>, President, Association of Independent Colleges and Universities of Pennsylvania<br></blockquote><br> <h3>Welcoming Remarks</h3><blockquote> <strong> <em>David Finegold</em></strong>, President, Chatham University<span><span></span></span><br><span><span></span></span></blockquote><span><span><br></span></span> <h3>Greetings from the UPS Foundation</h3><blockquote> <strong><em>Eduardo Martinez</em></strong>, President, UPS Foundation<br></blockquote><br> <h3>CIC/UPS Scholarship Presentation</h3><blockquote> <strong><em></em></strong><strong><em>Tom Foley</em></strong><br><strong><em></em></strong><strong><em>Eduardo Martinez</em></strong></blockquote>
Special Breakfast Event: Philanthropic Priorities with the UPS FoundationSpecial Breakfast Event: Philanthropic Priorities with the UPS Foundation4Eduardo MartinezFounded in 1951, the UPS Foundation leads UPS’s global citizenship efforts and philanthropy. Each year, every State Council distributes student scholarships made possible by the Foundation’s pivotal gifts that created the CIC/UPS Educational Endowment, a fund that, since 1985, has helped more than 20,000 students attend the college of their choice.  In 2018, The UPS Foundation provided $60.1 million in direct support plus an additional $54.3 million in employee gifts and 3 million employee volunteer hours to help more than 4,300 organizations worldwide build stronger, safer, and more resilient communities. Join Ed Martinez, President of The UPS Foundation and Chief Diversity and Inclusion Officer of UPS, to learn about the Foundation’s four focus areas, its commitment to private higher education, and how changes at UPS are reshaping opportunities within the company.<br><blockquote><strong><em>Eduardo Martinez</em></strong>, President, the UPS Foundation and Chief Diversity and Inclusion Officer, UPS</blockquote>
Keynote Address: Bridging the FutureKeynote Address: Bridging the Future5Sue CunninghamWith higher education experiencing an unprecedented environment of complexity and change within the U.S. and around the world, keynote speaker Sue Cunningham, president and CEO of the Council for Advancement and Support of Education (CASE), will address trends, challenges, and opportunities for fundraising in such unprecedented times. She will share stories and experiences from CASE’s unique vantage point as a global organization, provide insights on fundraising for the future, and discuss the importance of integrated advancement as a vital strategy to ensure education continues to transform lives and society. <br><blockquote><strong> <em>Sue Cunningham</em></strong>, President and CEO, Council for Advancement and Support of Education (CASE)</blockquote>
Talking about Private Colleges: Busting the MythsTalking about Private Colleges: Busting the Myths7Richard Ekman; Harold V. Hartley III<p>Most people who work in higher education occasionally face tough questions from friends, family, or neighbors. “Why does college have to cost so much?” “If my niece gets a liberal arts degree will she ever find a job?” “I’m not sure I’d fit in at a private college.” This session will give participants facts and figures to help answer such questions, as well as practice in talking about the true accessibility, affordability, and successful student outcomes at private colleges. Two CIC presenters will discuss recent data that show the value and effectiveness of private higher education and guide participants through a role-playing exercise to practice conversing about private colleges in everyday interactions.<br></p><blockquote><p><strong><em></em></strong><strong><em>Richard Ekman</em></strong>, President, CIC<br><strong><em>Harold V. Hartley III</em></strong>, Senior Vice President, CIC<br></p></blockquote>
Showing Our Stories: The Difference of VideoShowing Our Stories: The Difference of Video9State Councils help enrich the lives of students, institutions, employers, and donors through key connections that, in turn, yield a trove of meaningful stories. What does it take to bring those stories to life? Is video the new imperative? How can fundraisers do video well, on time, and on budget? Learn what three State Councils—Michigan Colleges Alliance, Independent College Fund of New Jersey, and Virginia Foundation for Independent Colleges—discovered about the challenges and impact of video storytelling.<br><blockquote> <strong><em>Robert Bartlett</em></strong>, President, Michigan Colleges Alliance<br><strong><em>Lou Manzione</em></strong>, President, Independent College Fund of New Jersey<br><strong><em>Mary-Beth Johnson</em></strong>, Chief Operating Officer, Virginia Foundation for Independent Colleges</blockquote>
Beyond the Dollars: An Innovative Scholarship for Black MenBeyond the Dollars: An Innovative Scholarship for Black Men10Abdul M. Omari; Jamil Stamschror-LottThis session will examine the impact of a scholarship program for Black men offered through the Minnesota Private College Fund (MPCF). Beginning in 2015 with three scholars, the scholarship has expanded to 45 scholars today. Black men are severely underrepresented in higher education and graduate with a bachelor’s degree at much lower rates than their white counterparts. While the four-year graduation rate for Black men nationally is 17 percent, it is 46 percent at Minnesota private colleges. Through the MPCF Scholarship Program for Black Men, students fare much better. Four-year graduation rates of the first two cohorts of MPCF scholars have been 100 percent and 86 percent, respectively. The program provides scholarship support while also providing students intense mentoring, leadership opportunities, and career and networking training. The program encourages students to develop relationships with other Black men at their predominately white campuses, and these relationships have proven to be important on the students’ educational journeys.<br><blockquote><strong><em></em></strong><strong><em>Carolyn Jones</em></strong>, Director of Development, Minnesota Private College Fund<br><strong><em>Howard Jones</em></strong>, Eddie Phillips Scholar and Scholarship Coordinator, Minnesota Private College Fund<br><strong><em>Abdul M. Omari</em></strong>, Founder, AMO Enterprise<br><strong><em>Jamil Stamschror-Lott</em></strong>, Restorative Social Worker, Saint Paul Public Schools<br></blockquote>
MEP? A Conversation about Multiple Employer PlansMEP? A Conversation about Multiple Employer Plans21Eva Lee; Ben LewisA multiple employer plan (MEP) allows two or more unrelated employers to join together to create a single retirement plan if certain U.S. Department of Labor Employee Retirement Income Security Act (ERISA) requirements are met. Under the right circumstances, the arrangement can help employers achieve economies of scale through centralized support of administrative and fiduciary obligations. MEPs are often comprised of associations, institutions, or organizations that are unaffiliated, but ones that share common interests. By joining with other employers, they can pool their assets and resources, creating a single retirement plan. TIAA leaders will discuss key considerations, including current trends, nuanced elements of MEPs, and the latest regulatory developments.<br> <blockquote> <strong><em></em></strong><strong><em>Eva Lee</em></strong>, Senior Director, TIAA’s Multiple Employer Plan Relations<br><strong><em>Ben Lewis</em></strong>, Senior Managing Director and General Manager, Institutional Financial Services, TIAA</blockquote>
Leveraging a CIC National Venture Fund Grant to Advance Multiple GoalsLeveraging a CIC National Venture Fund Grant to Advance Multiple Goals12The CIC National Venture Fund (NVF) Grant Program is designed to support collaborative efforts to enhance student and institutional success and magnify the impact of State Council programs. Maryland Independent College and University Association and its Independent College Fund of Maryland (I-Fund) recently launched an NVF project designed to build bridges among private corporations and foundations, member colleges, CIC, and the CollegeBound Foundation to overcome the significant challenges to academic success faced by low-income students from Baltimore City’s public schools. Learn how the program combines financial assistance and support services to improve enrollment, persistence, and completion of low-income, first-generation students at private colleges and universities.<br><blockquote> <strong><em>Tina Bjarekull</em></strong>, President, Maryland Independent Colleges and Universities Association and the Independent College Fund of Maryland</blockquote>
It Takes a Village: Partnering on Behalf of Higher Education and College StudentsIt Takes a Village: Partnering on Behalf of Higher Education and College Students13In the state of Washington, the Legislature and Governor have renamed and significantly expanded the state’s key student aid program, now known as the Washington College. The needs of students are at the heart of the new Washington College Grant. It’s flexible. It can be used at private, not-for-profit universities or at public two-year or four-year campuses, as well as apprenticeship programs. The grant is available to new high school graduates and adults who have not yet earned a degree, and to full-time and part-time students. Further, the state guarantee of funding means that by the 2020–2021 school year, an estimated 110,000 Washington residents will receive assistance to meet tuition and fees at the campus or program that best meets their individual needs. Learn how partnerships among a diverse array of stakeholders can build wide and lasting support for private higher education and college students.<br><blockquote><strong><em>Terri Standish-Kuon</em></strong>, President and Chief Executive Officer, Independent Colleges of Washington</blockquote>
Depart for Phipps Conservatory and Botanical GardensDepart for Phipps Conservatory and Botanical Gardens22Meet in Hotel LobbySpouses and Partners
Closing Luncheon: CIC State Councils Business MeetingClosing Luncheon: CIC State Councils Business Meeting20<p>Enjoy a final meal with colleagues and participate in the State Councils Business Meeting. The agenda will include a report from <strong><em>Ned Moore</em></strong>, State Councils senior advisor, and the confirmation of the presiding officer. <strong><em>Carol Schuler</em></strong>, CIC vice president for State Council Programs, will preside.</p><blockquote><p><strong><em></em></strong><strong><em>Mike Backer</em></strong>, President, Missouri Colleges Fund<br><strong><em>Robert Bartlett</em></strong>, President, Michigan Colleges Alliance<br><strong><em>Paul Cerkvenik</em></strong>, Minnesota Private College Fund<br><strong><em>Richard Ekman</em></strong> (Ex Officio), President, Council of Independent Colleges<br><strong><em>Ray Martinez</em></strong>, President, Independent Colleges and Universities of Texas Foundation<br><strong><em>Paul Pribbenow</em></strong>, President, Augsburg University<br><strong><em>Bill Spiker</em></strong>, President, Ohio Foundation of Independent Colleges<br><strong><em>A. Hope Williams</em></strong> (Ex Officio), President, North Carolina Independent Colleges and Universities<br>Chair: <strong><em>Carol Schuler</em></strong>, Vice President for State Council Programs, Council of Independent Colleges<br></p></blockquote>
When Emergencies Strike: Helping Colleges PrepareWhen Emergencies Strike: Helping Colleges Prepare17<p>Colleges and universities rely on myriad technologies, systems, and resources to assure smooth and effective operations. What happens when these systems are disrupted due to natural disasters or other unforeseen emergencies? The Association of Independent Colleges and Universities of Pennsylvania will share the results of its Business Continuity Peer Program that helps private colleges and universities identify essential services and functions; assess the impact of disruptions to these functions on the institution and mission; develop strategies to resume business functions in the event of a critical disruption; and evaluate the effectiveness of existing tools, systems, and planning.</p><blockquote><p><strong><em></em></strong><strong><em>Tim Alexander</em></strong>, Vice President of Finance and Administration, Association of Independent Colleges and Universities of Pennsylvania<br><strong><em>Tom Carnwath</em></strong>, Business Continuity Peer Program Project Leader, Association of Independent Colleges and Universities of Pennsylvania.<br></p></blockquote>
A Thriving Framework for Higher Ed OrganizationsA Thriving Framework for Higher Ed Organizations18Emma Jones<p>What makes higher education associations valuable, relevant, sustainable, and viable? Having worked with dozens of higher education associations and organizations in recent years, Credo has adapted its research-based Thriving Framework for Colleges and Universities for associations to highlight the core elements of relevance, longevity, and value. This session will present Credo’s framework as a background for facilitated conversation among leaders, leveraging the strength and challenges of session participants.</p><blockquote><p> <strong><em></em></strong><strong><em>Emma Jones</em></strong>, Chief Brand Officer, CREDO Higher Ed<br></p></blockquote>
Report from the CIC State Councils Database Task ForceReport from the CIC State Councils Database Task Force19<p>State Councils include a distinctive group of development professionals who not only work with donors, but also distribute and monitor critical scholarship programs. Recent research suggests that commercially available databases designed for institutional development offices fall short of the needs of State Councils. To examine this need more closely, the CIC State Councils Advisory Committee elected to form a task force to review existing and custom approaches to database development. The report of this session will drive next steps for selecting or developing a more cost-efficient database for the use of State Councils.</p><blockquote><p><strong><em></em></strong><strong><em></em></strong><span><span><strong><em>A. Hope Williams</em></strong>, President, North Carolina Independent Colleges and Universities<br><strong><em>Bill Spiker</em></strong>, President, Ohio Foundation of Independent Colleges</span></span><br></p></blockquote>
Breakfast: State-by-State Updates (Round Two)Breakfast: State-by-State Updates (Round Two)16<p>Learn from your colleagues as they present innovative ideas and current challenges in this lightning round of state-by-state updates.<br></p>
Luncheon RoundtablesLuncheon Roundtables23<p>Enjoy lively lunchtime discussions with your colleagues on a range of timely topics. Please circulate among tables to discuss the issues and best practices that are of most interest to you.</p>
Reception and Annual Awards DinnerReception and Annual Awards Dinner25Richard Ekman; H. Hiter Harris III; Mary HawkinsSpouses and Partners​Welcome: <strong> <em>Carol Schuler</em></strong>, Vice President for State Council Programs, CIC<br><br>The highlight of the Awards Dinner is the presentation of the CIC State Councils’ highest honors: 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; and the CIC State Councils Leadership Award, which is presented at the discretion of the State Councils Advisory Committee to honor transformational leadership among CIC State Councils.<br><br> <h3>Presentation of the Charles W. L. Foreman Award</h3> <br>Presenters: <strong><em>Richard Ekman</em></strong>, President, CIC, and <strong><em>Matthew Shank</em></strong>, President, Virginia Foundation for Independent Colleges<br><br>Award Winner Remarks: <span><strong><em>H. Hiter Harris III</em></strong><span>, Co-Founder, Harris Williams & Co.<br><br> <h3>Presentation of the State Councils Leadership Award</h3> <br>Presenter: <strong><em>Richard Ekman</em></strong><br><br>Award Winner Remarks: <strong><em>Mary Hawkins</em></strong>, President, Bellevue University<br></span></span>

Featured Speakers



  • Sue Cunningham
    Sue Cunningham
    Council for Advancement and Support of Education
  • Richard Ekman
    Richard Ekman
    Council of Independent Colleges
  • David Finegold
    David Finegold
    Chatham University
  • H. Hiter Harris III
    H. Hiter Harris III
    Harris Williams & Co.
  • Harold V. Hartley III
    Harold V. Hartley III
    Council of Independent Colleges
  • Mary Hawkins
    Mary Hawkins
    Bellevue University
  • Emma Jones
    Emma Jones
    CREDO Higher Ed
  • Eva Lee
    Eva Lee
  • Ben Lewis
    Ben Lewis
  • Eduardo Martinez
    Eduardo Martinez
    UPS Foundation
  • Abdul M. Omari
    Abdul M. Omari
    AMO Enterprise
  • Jamil Stamschror-Lott
    Jamil Stamschror-Lott
    Creative Kuponya

Hotel and Travel


​Kimpton Hotel Monaco Pittsburgh

620 William Penn Place
Pittsburgh, Pennsylvania 15219
(412) 471-1170

 Hotel Information

Hotel Monaco entrance from outsideThe 2019 CIC State Councils Annual Conference will be held at the Kimpton Hotel Monaco Pittsburgh, located in downtown Pittsburgh’s Central Business District across from Mellon Square Park. The boutique hotel occupies a Beaux Arts-style building that was once the home to an electric company and a law firm established by James H. Reed, a close friend of Andrew Carnegie. Today, the luxury hotel is known for its whimsical design and vibrant décor with added pops of color. Collections of art and sculptures throughout feature hints of bold elements and design that allow guests to feel as though they have stepped into the home of a world traveler from Pittsburgh.

Onsite establishments include the Commoner, an upscale bar and restaurant, and the Biergarten, the hotel’s outdoor rooftop pub. Located in close proximity to the hotel are the Andy Warhol Museum, National Aviary, Market Square, Strip District, and more.

Hotel Reservations Deadline for CIC Rate:
August 12, 2019

Room Rate:
$189 single/double per night

To book your hotel reservations online at the CIC group rate, use CIC's hotel reservation link.
Hotel reservations also may be booked by calling the hotel’s Central Reservations number at (866) 856-1826. To receive the special room rate, please reference 2019 CIC State Councils Conference when making your reservation. Please note that reservations made after the deadline will be accommodated on a space- and price-available basis only.

Check-in time is 3:00 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 Wednesday, September 11.



Pittsburgh International Airport (PIT) is 18 miles and approximately 20–25 minutes from the Kimpton Hotel Monaco Pittsburgh. Major airlines such as Alaska, American, Delta, JetBlue, Southwest, and United service the airport and offer flights to more than 50 nonstop destinations. Cab and ride share fares from the airport may range between $35 and $45. The pickup location for Uber, Lyft, and zTrip is located outside Baggage Claim Door #4.


Amtrak’s Union Station in Pittsburgh (PGH) is located ½ mile from the Kimpton Hotel Monaco Pittsburgh.


Overnight valet service is $38 per vehicle, per night. Partial day rates also are available. To inquire about daily rates and accommodations for larger vehicles, please call the Kimpton Hotel Monaco Pittsburgh at (412) 471-1170.

Spouses and Partners

’Burgh, Bits, and Bites Food Crawl

Spouses and partners are invited to participate in the ’Burgh, Bits, and Bites Food Crawl. The “crawl” is a food-tasting adventure and historic walking tour where spouses and partners can celebrate tastes from different ethnicities in the popular Pittsburgh Strip District Market. Featured is a behind-the-scenes look at various eateries that link local history with restaurants and markets along historic Penn Avenue. Tastings include Italian pastries, Mediterranean and Polish specialties, European meats, cinnamon bread, and up to six different international foodways during the two-hour guided restaurant crawl. A bottle of water is provided at the start of the tour, and guests will have the option to bring their own refreshments. Transportation to and from the Kimpton Hotel Monaco will be provided.

Requires pre-registration. All fees are included in spouse and partner registration. To inquire about availability, please visit the registration desk.