Sharing Ideas with Colleagues

CIC’s 2015 Institute for Chief Academic and Chief Advancement Officers aims to develop an important network for CAOs and CAdOs. Participants will have opportunities to exchange ideas in an informal atmosphere. The 2015 Institute will include these regular conference features:

Breakfast Discussion Topics
(Sponsored by the Registry for College and University Presidents)

Breakfast discussions offer informal opportunities for participants with similar interests to share information and ideas. Leaders will welcome participants and open the discussion. Participants will carry the conversations and may move among several discussion groups.

Sunday, November 8

Academic Affairs and Advancement: Good Practices for Effective Communication
What practices ensure good communication between the chief academic and the chief advancement officers? How can the chief officers work together to help faculty members, deans, and advancement staff understand each other’s job responsibilities and priorities? Participants are invited to share strategies that have worked on their campuses.
Amy Amason, Vice President for Advancement, Piedmont College
Perry Rettig, Vice President for Academic Affairs, Piedmont College

Academic Restructuring as Crisis and Catalyst
This discussion will focus on the challenges and opportunities involved in reorganizing academic programs from departments to divisions or from divisions to schools. What roles do faculty members and the chief academic officer play in the decision-making process for such changes? Participants from institutions that have implemented new academic structures will share their experiences and advice with those who are still in the planning stage of reorganization.
Nancy Cummings, Executive Vice President and Provost, Kansas Wesleyan University

Association for the Study of Higher Education-CIC Research to Practice Collaboration
Too often researchers conduct studies that have little relevance to practitioners, and practitioners are too often unaware of research relevant to their positions. The Association for the Study of Higher Education (ASHE) recently established a series of research-to-practice collaborations with five national practitioner associations to address this disconnect. The facilitator will provide a short overview of the work of the ASHE-CIC Research to Practice Collaboration. Participants will have the opportunity to share ideas regarding how the collaboration could continue to benefit CIC institutions in the future.
Christopher Morphew, Executive Associate Dean for Research and Innovation, Educational Policy and Leadership Studies, University of Iowa

Building Distinction, Balancing Priorities
Environmental studies and such related programs as sustainability form a strategically distinctive area of focus at Sewanee: The University of the South. The chief academic and chief advancement officers will discuss how Sewanee is promoting its sustainability agenda within the context of all the competing interests facing the university and the advancement office. Participants are invited to share their advice and institutional strategies for building distinction while balancing priorities.
Jett M. (Jay) Fisher, Vice President for University Advancement, Sewanee: The University of the South
John Swallow, Provost, Sewanee: The University of the South

Building the Academic Affairs-Advancement Partnership
When either the chief academic or chief advancement officer is new to an institution, how do both go about developing a good working relationship? What are some opportunities to learn about each other’s leadership styles and perspectives on campus issues? What are best practices for building a partnership that will survive conflict? The senior team from St. Thomas University will share their strategies for a successful partnership and invite other teams to join in the conversation.
Irma Becerra, Provost and Chief Academic Officer, St. Thomas University (FL)
Hilda Fernandez, Vice President for Advancement, St. Thomas University (FL)

Centers and Institutes: Benefits and Challenges
For CIC colleges and universities, a center or institute with a special focus can become a mark of institutional distinction. The concept of developing a center or institute may be driven by the passion of an individual or small group, but often the great idea comes forward without a funding plan in place. This conversation will focus on the merit of centers and institutes as well as the challenges of securing initial and long-term funding to implement and sustain them.
Paul C. Koch, Provost and Vice President for Academic and Student Affairs, St. Ambrose University
James R. Stangle, Vice President of Advancement, St. Ambrose University

Chief Officer Teamwork in Restricted Giving
This discussion will focus on donor gifts that are restricted to a specific area of the college or university. What are best practices for the stewardship of gifts that have strings attached? How can the chief academic and chief advancement officers support each other in dealing with the challenges of restricted gifts? Participants will learn how Wilson’s chief officers have partnered to leverage restricted funds and will share their experiences in managing restricted gifts.
Elissa Heil, Vice President for Academic Affairs and Dean of the Faculty, Wilson College
Camilla Rawleigh, Vice President for Institutional Advancement, Wilson College

Collaborative Strategies to Promote Faculty Scholarship
How can the chief academic and chief advancement officers partner to promote faculty scholarship? The chief officers at Gordon College will discuss how their collaborative efforts have connected faculty members with grant opportunities to support scholarship, how Gordon celebrates faculty achievements, and how faculty research has nurtured a culture of collaboration among faculty colleagues within the institution and in other institutions. Participants will share their own strategies to encourage faculty scholarship and will assess how an increase in faculty scholarship impacts the learning and persistence of students.
Janel Curry, Provost, Gordon College
Paul Edwards, Vice President for Development, Gordon College

Connecting Donors and Students
How can chief academic and chief advancement officers collaborate to demonstrate the impact of donors’ gifts on students’ lives and learning? What are time-efficient and cost-effective ways to connect donors and students? Participants will share ideas and strategies from their campuses.
Steven J. Griffith, Senior Vice President and Academic Dean, Simpson College (IA)
Bob Lane, Vice President for College Advancement, Simpson College (IA)

Creating a Culture of Gratitude
What are the characteristics and benefits of a culture of gratitude? Chief academic and advancement officers will exchange ideas on how to build and sustain a culture of appreciation and giving back among all constituencies on their campuses.
Albert J. DeSimone, Vice President for College Advancement, Kalamazoo College
Michael A. McDonald, Provost, Kalamazoo College

Data to Assess Continuous Faculty Improvement
Should chief academic officers assess continuous improvement in the performance of faculty members? If so, what metrics might be employed? What are their advantages and limitations? How frequently should such an assessment occur? Participants will share opinions on these questions and work together to develop a modest set of metrics for possible use on their campuses.
David B. Rehm, Provost, Mount St. Mary’s University (MD)

Effective Collaboration to Secure Grants
How can chief academic and advancement officers collaborate to seek and secure grants that support strategic institutional priorities while remaining respectful of individual faculty members’ interests and initiatives? Juniata College’s chief officers will lead a discussion of best practices for matching faculty-driven projects with institutional priorities in soliciting grants. Participants will be invited to share successful approaches and to seek advice on their institution’s efforts to secure external funding.
Lauren Bowen, Provost, Juniata College
Gabriel Welsch, Vice President for Advancement and Marketing, Juniata College

Fundraising for Science Facilities
Constructing or renovating a science building to create a state-of-the-art facility is both a transformative and a costly campus undertaking. How can chief academic officers partner with their advancement counterparts on fundraising initiatives for academic science buildings and related faculty research? Participants are invited to share their experiences and advice.
Michael K. Wanous, Vice President for Academic Affairs and Dean of Faculty, Huntington University (IN)

General Education Reform: What Makes the Process Successful?
This discussion will focus on how to organize a successful general education reform process. Chief academic officers who have completed reform are invited to share their experiences and to offer advice to those who are soon to begin the process.
David L. Garrison, Provost and Chief Academic Officer, LaGrange College

Increasing Access to Travel Study Programs
Participants are invited to discuss their campus initiatives to promote both international and domestic travel study programs. How can such programs be made accessible and inclusive for students with limited financial resources? Culver-Stockton College’s chief academic officer will facilitate discussion of the issue and share his institution’s successful approach.
Daniel Silber, Vice President for Academic Affairs and Dean of the College, Culver-Stockton College

Making a Good Start as Chief Advancement Officer
New chief advancement officers and those in their second year will have an opportunity to discuss and share advice about the opportunities and challenges of their leadership positions, what new knowledge or skills they have developed, and other lessons they have learned.
Marjorie L. Klein, Vice President for Development and Alumni Affairs, Allegheny College

Making an Institutional Merger Work
How can senior officers collaborate to lead their college or university through a successful merger with another institution? The chief academic officer from Milligan College will share insights gained about the benefits and the unanticipated obstacles of his campus’s merger with a smaller, less financially well-off partner.
R. Garland Young, Vice President for Academic Affairs and Dean, Milligan College

Models to Optimize Faculty Resources and Staffing
Models for calculating full-time equivalent (FTE) faculty take into account factors such as full-time faculty load, percentage of load in teaching, faculty composition (full time and adjunct), credit hours generated per student, credits per section, and average section size. How do institutions establish target ranges for each of these parameters and develop faculty staffing plans within the context of available resources? The chief academic officers from Augsburg College and Bryn Athyn College will outline their campus models and invite participants to discuss their own institutional practices.
Allen Bedford, Dean of Academics and Faculty, Bryn Athyn College
Karen Kaivola, Provost and Chief Academic Officer, Augsburg College

Network for Vocation in Undergraduate Education (NetVUE)
NetVUE seeks to deepen the intellectual and theological exploration of vocation among students and faculty and staff members at independent colleges and universities. Learn about the March 2015 national NetVUE Conference and ways your institution can benefit from NetVUE programs, regional gatherings, grants, and services.
Shirley J. Roels, Senior Advisor for NetVUE, CIC

The Changing Role of Provosts
Join Lee Gardner of the Chronicle of Higher Education for an informal discussion of his recent feature article on the changing role of provosts.
Lee Gardner, Senior Editor, The Chronicle of Higher Education

The Intersection of Athletic and Academic Fundraising
What types of fundraising initiatives are mutually beneficial to academic and athletic programs? How do academic and advancement officers partner with the athletic director and coaches in the fundraising process? Join the chief officers from the University of the Incarnate Word in a conversation about these issues and other intersections between athletic and academic fundraising.
Kathleen Coughlin, CCVI, Vice President for University Advancement, University of the Incarnate Word
Kathleen Light, Provost, University of the Incarnate Word

The Promise and Peril of Endowed Professorships
What is the role of the chief academic officer in preparing proposals for donor support of endowed chairs or professorships? What models are workable, manageable, and sustainable? What might a new chief academic officer want to know about historically endowed positions? Both chief academic and chief advancement officers are invited to share perspectives.
Kristine M. Bartanen, Academic Vice President and Dean of the University, University of Puget Sound

Trustee Engagement with Constituent Groups
What are effective ways to structure board of trustee involvement with constituent groups on campus? Chief academic and chief advancement officers are invited to discuss the advantages and disadvantages of formats such as informational meetings, joint committees to confer on special issues, written communications, orientation programs, and social gatherings.
N. Bradley Christie, Senior Vice President for Academic Affairs, Erskine College

Monday, November 9

Academic Libraries: Enhancing Institutional Effectiveness
While the primary mission of many academic libraries has remained constant—to support teaching and learning—library collections, services, and spaces are transforming to address new modes of instruction, content creation and licensing, and collaborative and interdisciplinary research and coursework. Libraries also are partnering with other campus offices in support of successful student experiences beyond the academic realm. What current and emerging factors affect academic libraries? What effective practices related to academic library contributions to student success are recommended by the Association of College and Research Libraries?
Lisabeth Chabot, College Librarian, Ithaca College, and CIC Liaison, Association of College and Research Libraries

Aligning Vocation and Mission for Aspiring Presidents
CIC’s Presidential Vocation and Institutional Mission program is designed for chief academic and chief advancement officers as well as other senior administrators—and their spouses or partners—who are considering whether to seek a college presidency. The program helps participants clarify their own sense of calling, the significance of the mission of the institution they might lead, and how alignment between personal vocation and institutional mission fosters effective presidential leadership. In this session participants will learn more about the structure of the seminars and the nomination process for the 2016–2017 program.
Frederik Ohles, President, Nebraska Wesleyan University, and Senior Advisor, Presidential Vocation and Institutional Mission Program, CIC

Charitable Strategies from TIAA-CREF
Learn how donor-advised funds can be a tax-smart way to make a bigger impact on the causes you care about.
Michael V. Collins, Senior Director, Endowments and Foundations, TIAA-CREF

CIC’s Leadership Programs: Senior Leadership Academy and Executive Leadership Academy
Learn about CIC’s year-long leadership programs, Senior Leadership Academy (SLA) and Executive Leadership Academy (ELA). The SLA prepares mid-level administrators for vice presidencies in independent higher education; the ELA prepares college and university vice presidents for presidencies.
Thomas R. Kepple, Jr., President, American Academic Leadership Institute

Continuing Education: What Every Provost Should Know
CIC institutions that offer continuing education (CE) use academic and financial models ranging from degree-granting departments to noncredit, community-based programs. In the oversight of CE programs, chief academic officers often face challenges related to staffing, outreach, quality, and financial return. This discussion will provide participants an opportunity to share experiences and lessons learned from leading CE programs on their campuses.
B. Christopher Dougherty, Provost and Vice President for Academic Affairs, Rosemont College

Creating and Sustaining Effective Honors Programs
Participants will explore the challenges and opportunities inherent in developing a new honors program. Discussion will focus on such issues as developing curriculum, recruiting and orienting faculty members, integrating the honors program with the general education curriculum, and how an honors program can enhance the quality of academic programs throughout the institution.
Linda Samek, Provost, George Fox University

Engaged Learning: Institutional Return on Investment
Participants will discuss how and why they have invested in undergraduate research, civic education, and other forms of engaged learning on their campuses. What strategies have encouraged faculty members and students to participate? What benefits have occurred and how has the institutional return on investment been documented?
Paula Dehn, Vice President of Academic Affairs and Dean of the College, Kentucky Wesleyan College

Engaging Students in the Donor Relations Process
What are key questions to consider when involving students in donor relations activities? How can students be prepared to take on a donor recognition role? How can student involvement in donor relations foster a culture of philanthropy among all campus constituents? Participants will be invited to share their thoughts, ideas, and experiences.
Kathryn A. Morris, Provost and Vice President for Academic Affairs, Butler University
Jaci A. Thiede, Vice President for University Advancement, Butler University

Increasing Faculty Members’ Participation in Annual Fund Giving
How do chief academic officers encourage faculty members to participate in the annual fund and to feel good about their participation? This discussion will focus on strategies to improve faculty members’ perception of the annual fund’s value as well as their record of giving.
Mark D. Ward, Vice President for Academic Affairs and Dean of the College, University of Dubuque

Information Fluency
The goals of CIC’s Information Fluency in the Disciplines workshops, supported by the Andrew W. Mellon Foundation, are twofold: to infuse “fluency” into humanities majors and fields of concentration; and to help undergraduate students attain true information fluency in their major areas of study. The program thus far has focused on three disciplines: literature, history, and ancient studies. Campus teams comprised of faculty members, a librarian, and the chief academic officer participated in intensive workshops during which they developed campus plans. What have campuses learned about their curricula from these workshops?
Susanne Woods, Senior Advisor for Information Fluency, CIC

It’s Showtime: Linking Academic Affairs and Advancement to Promote the Arts
Visual and performing arts programs help to keep campus life vibrant, but the cost of their specialized facilities and equipment, one-on-one instruction, and large consumable budgets for supplies and productions often becomes difficult to sustain. This discussion will focus on fundraising models for the arts that link faculty members to donors. Participants will exchange information about their successful strategies and share advice about challenges encountered in finding donors to support the arts on their campuses.
Jeffrey H. Barker, Vice President for Academic Affairs and Dean, School of Humanities and Sciences, Converse College

Managing the Great Expectations of Faculty Members
How can chief officers partner to address tensions that arise when faculty members’ expectations clash with institutional realities such as the influence of donors on fundraising priorities and of the competitive environment surrounding admissions standards? Chief academic and advancement officers are invited to share experiences and advice for dealing with these campus challenges.
John Kolander, Provost, Wisconsin Lutheran College
Richard Mannisto, Vice President for Development, Wisconsin Lutheran College

Mobilizing Senior Class Giving
What types of senior class giving campaigns are effective in encouraging student philanthropy before and after graduation? How are student leaders involved in organizing and implementing them? Participants will share advice and successful practices.
Susan Arnold, Vice President for Institutional Advancement, Cedar Crest College
Elizabeth Meade, Provost, Cedar Crest College

New CAO Workshop: Continuing the Conversation
New CAOs who participated in the earlier New CAO Workshop will have an additional opportunity to discuss conference sessions, general concerns, and new ideas.
Lily D. McNair, Provost and Vice President for Academic Affairs, Wagner College
Caroline J. Simon, Provost and Executive Vice President, Whitworth University

“On-Boarding” a New President
On-boarding a new institutional leader is complicated and time consuming. What information is useful to share and in what format? Who has access to the new leader and when? How do chief officers effectively communicate history and context and also maintain future focus? How do difficult messages get delivered and by whom? The facilitator will offer insights from Spelman College’s recent presidential transition, and participants are encouraged to share their experiences.
Kassandra Kimbriel Jolley, Vice President for Institutional Advancement, Spelman College

Professional Development Opportunities for Department and Division Chairs
How do CIC institutions prepare department and division chairs for their administrative roles and responsibilities? Chief academic officers will discuss professional development opportunities they provide on their campuses as well as those that are available off-campus, including CIC’s Workshops for Department and Division Chairs. They also will exchange ideas about how to strengthen professional development programming for chairs in response to emerging trends in private higher education.
Wayne Powel, Provost, Saint Francis University (PA)

Qualitative Considerations in Academic Prioritization
There is general agreement that quantitative data such as internal and external demand and program revenue vs. program cost should be used in an academic priority-setting process, but what qualitative indicators should be included and how should they be weighed? Does the potential impact on alumni and fundraising ever figure among the factors considered? Chief academic and advancement officers are invited to share perspectives on qualitative criteria to be used.
Rochelle Von Eye, Provost, Dakota Wesleyan University

Retaining First- and Second-Year Students
Many colleges and universities struggle with retention of first- and second-year students. Join John Gardner for an informal discussion of effective retention strategies and how to implement them at your institution.
John N. Gardner, President, John N. Gardner Institute for Excellence in Undergraduate Education

The Chronicle of Higher Education-CIC Survey of CAOs
Join Scott Carlson for an informal discussion of results from the third annual Chronicle of Higher Education-CIC Survey of CAOs, which focused on fall enrollment and tuition revenue at CIC member colleges and universities.
Scott Carlson, Senior Writer, The Chronicle of Higher Education

The Provost’s Handbook: Follow-up
The authors of The Provost’s Handbook will be available for additional conversation about challenges and solutions over breakfast.
James Martin, Professor of English and Humanities, Mount Ida College
James E. Samels, CEO and President, The Education Alliance

Time, Treasure, and Talent: Generational Differences among Donors
National statistics claim that the average age at which individuals, particularly alumni, think about “giving back” to their alma maters is 48 years old. How can chief academic and advancement officers and their staffs collaborate to ensure that donors of varying generations are connected to their institutions? What giving opportunities and types of programs respond to these generational differences? Participants are invited to share ideas that have worked on their campuses.
Lillian Schumacher, Vice President for Academic Affairs, Tiffin University
David Zak, Vice President for University Advancement and Economic Development, Tiffin University

Women Chief Academic and Chief Advancement Officers Luncheon Discussion Topics

Sunday, November 8, 12:45–2:15 p.m.

Building and Nurturing a Strong Collaborative Relationship between the CAO and CAdO
Elizabeth Paul, Executive Vice President and Provost, Stetson University

Developing Strong Community Partnerships
Susan S. Hasseler, Senior Vice President for Academic Affairs, Augustana University (SD)

Effective Methods of Working with Part-Time Faculty
Bettie C. Starr, Vice President for Academic Affairs, Lindsey Wilson College

Effective Work/Life Integration
Janet Clark, Vice President for Academic Affairs, Saint Mary-of-the-Woods College

Faculty Governance
Helen Whippy, Provost, Chaminade University of Honolulu

First Presidential Contract Essentials
Marylouise Fennell, RSM, Senior Counsel, CIC, former President, Carlow University

Fundraising Is Fun…Really!
Debbie Mauldin Cottrell, Vice President for Academic Affairs, Texas Lutheran University

Leading and Managing—Balancing and Prioritizing
Pareena Lawrence, Provost and Dean of the College, Augustana College (IL)

Managing Difficult Conversations
Linda S. Durant, Senior Vice President for Advancement, Widener University

Negotiating Town/Gown Relationships
Janel Curry, Provost, Gordon College

Organizational Change and Program Prioritization
Donna Aronson, Vice President for Academic Affairs, Saint Mary’s University of Minnesota

Self-Renewal Strategies
Janet Sommers, Senior Vice President for Academic Affairs, University of Northwestern-St. Paul

Sharing Strategies for Hiring Diverse Faculty Members
Leanne M. Neilson, Provost and Vice President for Academic Affairs, California Lutheran University

Strengthening Relationships between College or School Deans and Advancement
Anne A. Skleder, Senior Vice President and Provost, Wilkes University

Team Building in the Cabinet
Carol Scheppard, Vice President and Dean for Academic Affairs, Bridgewater College

What’s Next? How to Think about Next Steps in Your Career
Cheryl A. Hyatt, Partner, Hyatt-Fennell, Executive Search

Women and the Presidency
S. Georgia Nugent, Interim President, College of Wooster

Women’s Leadership in the Strategic Planning Process
Marci Sortor, Provost, St. Olaf College

Working with Committees of the Board of Trustees
Jonnie G. Guerra, Senior Advisor, CIC

Working with Search Consultants
Jessica S. Kozloff, President, Academic Search, Inc.

Consultations and Renewal
Consultations with TIAA-CREF: Planning for Your Retirement
TIAA-CREF Wealth Management Consultants Richard Diodosio and Miranda
McHugh will be available for personal appointments on the following days:
Sunday, November 8, 8:00 a.m.–5:00 p.m.
Monday, November 9, 8:00 a.m.–5:00 p.m.
Tuesday, November 10, 8:00 a.m.–Noon
Sign up in advance at the TIAA-CREF table.
Faculty Compensation and Benefits Consultation
Frank A. Casagrande, president of Casagrande Consulting, LLC, will be available for individual consultations with CAOs to discuss faculty compensation philosophies, structures, and best practices. Sign up at the CIC Registration Desk or contact Casagrande at (404) 200-5941 or
Negotiating Presidential Compensation and Benefits Consultation
Casagrande also will be available for personal consultations with both chief academic and chief advancement officers to discuss compensation and benefits for incoming presidents. Sign up at the CIC Registration Desk or contact Casagrande.
International Education Consultations
CAOs and CAdOs may sign up for individual campus consultations with American Councils for International Education in advance by emailing Angie Mareino ( or onsite at the American Councils display table.

Sunday, November 8, 7:30–8:15 a.m.
Roman Catholic Mass
Mark Pranaitis, CM, Vice President, Association of Catholic Colleges and Universities

Sunday, November 8, 7:45–8:15 a.m.
Ecumenical Worship Service
Burton J. Webb, Vice President for Academic Affairs, Northwest Nazarene University
A list of churches in the area is included in the Resources and Materials booklet.

Other Features
Idea Exchange
Conference participants are encouraged to share information with colleagues about their best programs, policies, and ideas. An area near the CIC Registration Desk will be available for display of these materials. To make this exchange a success, Institute participants are encouraged to bring a reference copy of each item and 50 business cards for easy follow-up after the conference. Speakers’ handouts and other materials also will be available in this area for the benefit of those who cannot attend a presentation.

Sunday, November 8, 6:15 p.m.
Dine-around Dinners
CIC has arranged informal dinners at a variety of restaurants in Baltimore to provide participants with opportunities to meet colleagues from other campuses and to exchange ideas. Please sign up by noon on Sunday at the CIC Registration Desk. Individuals pay for their own dinner. Transportation, if needed, is provided by CIC. CAO-CAdO Task Force members are hosts. Spouses and partners are welcome.
Tuesday, November 10, 7:30–8:45 a.m.
Chief Academic and Chief Advancement Officers of Historically Black Colleges and Universities Breakfast
All HBCU chief academic and chief advancement officers are invited to discuss current issues on their campuses with colleagues over breakfast.
Convener: Kassandra Kimbriel Jolley, Vice President for Institutional Advancement, Spelman College