The
Anniversary
Forum

The Ultimate anniversary planning masterclass

2024 Forum Presenters

Talk Topic

PETE JUNG

Chief Marketing Officer
NASCAR

NASCAR Turns Another Corner at 75

NASCAR’s 75th Anniversary came at a seminal moment, with a business imperative to broaden the appeal, audience, and strengthen cultural relevance both domestically and abroad. The unlock was to use the universal appeal of racing as a celebration of progress: while the past shaped who we are, the future is where we are going. Our goal was to tap into the excitement of racing, and its notion of positive momentum, to bring more diversity into the sport.

The 75th Anniversary campaign was foundational to storytelling and promotion throughout the 2023 season. NASCAR focused on three chapters of the 75th Anniversary campaign; Honoring the Past, Celebrating the Presence, and Driving the Future.

All content, messaging, activations and experiences were tied to storytelling around the themes and moments during the season. Sentiment around the NASCAR 75th Anniversary celebration was unanimously positive by the entire industry, and most notably, by new and long-standing loyal fans.

Talk Topic

KAREN KOZAK

Former VP Global Brand
Cargill

Engaging Stakeholders through Effective Storytelling

How does the largest privately held company in the U.S. — which is largely unknown outside of the food and agriculture industry — tell its story to a global audience?  By leveraging a significant milestone and a newly launched brand system to demonstrate how they’ve been helping the world thrive for 150 years.

Learn how Cargill used its 150th Anniversary to bridge their proud past to an even brighter future by sharing stories of how they’ve been helping their stakeholders achieve success.

Karen will share:

  • Cargill’s 150th Anniversary strategy & objectives, including how Cargill used its 150th Anniversary as an extension of the company’s brand promise, the importance of establishing objectives and confronting challenges head-on, and ensuring the anniversary program remained relevant to targeted stakeholders through a year-long cadence of activities.
  • Specific tactics Cargill employed including the creation of compelling content and how this was implemented across a variety of channels, developing a variety of activities to engage multiple internal and external audiences, and enlisting support to help execute the program in a globally consistent yet locally relevant way.
  • How Cargill engaged 150,000 employees across the globe to become passionate and dynamic brand ambassadors by using the Anniversary to share their pride in the work they do to nourish the world.
  • Measuring the success of the 150th Anniversary, including specific goals and actual results, lessons learned and how Cargill continues to use many of these tactics beyond its anniversary.
Talk Topic

BLAYNE BEAL

Director of Centennial Coordination
Texas Tech University

Eyes on the Horizon: Texas Tech’s Centennial Celebration

Leading by example has been the key to success for Blayne Beal as he has led Texas Tech University’s Centennial efforts over the last four years.

Being both a leader and doer has ensured that this massive undertaking has been a success. Eyes on the Horizon, Texas Tech’s Centennial Campaign, originated after thorough research across the universities various stakeholder groups and has grown into the University’s largest and most comprehensive marketing campaign.

Talk Topic

SEAN FINDLEN

AVP Enterprise Communications
Unum Gorup

Unum Group’s 175th – Transforming Milestones into Momentum

Anniversaries often come and go, but Unum Group seized the opportunity to transform a single moment of celebration into a yearlong journey of energy, unity and enthusiasm.

Challenged to develop a comprehensive campaign to engage core audiences – internal and external – a small group of communications professionals designed and deployed an unforgettable yearlong experience centered on the company’s 175th anniversary. The cross-functional team was formed with a clear mission: to unite employees, celebrate their contributions and the company’s achievements, and infuse a renewed sense of pride and energy both at work and within our communities.

This comprehensive campaign was meticulously aligned with Unum Group’s business strategy, focused on its purpose of helping the working world thrive throughout life’s moments.

Join us as we delve into the strategies and successes of this remarkable yearlong celebration, exploring how a milestone can be leveraged to foster unity, pride, and a vibrant workplace culture.

Talk Topic

GIBSON OAKLEY

Producer/Director
Tribe Pictures

Video Storytelling to Transform Milestone Moments into a Movement
(co-presenter)

Most organizations understand that video is an important addition to their content distribution plan, but exceptional organizations understand how to make video a strategic part of their communications efforts.

Throughout the session, Gibson will discuss how to leverage the power of video storytelling to unite your people around a mission.

From creative ideation to production to distribution, Gibson will discuss how prioritizing strategic storytelling at every step of the process will make your video content have ripple effects that last far beyond your organization’s anniversary celebration.

In addition, Vern will share a selection of proprietary creative development tools to help guide you through the initial phase of your video strategy.

Talk Topic

PETER COFFEY

AVP, Community & Government Relations
DePaul University

Celebrating 125 Years: How DePaul University Strengthened Its Chicago Legacy Amidst Adversity

Peter Coffey will share an inside look at the planning process, challenges faced, and lessons learned, offering valuable insights into this successful multi-pronged campaign.

Founded in 1898, DePaul University transformed from a small local institution into the largest Catholic university in the U.S. For its 125th anniversary in 2020, DePaul organized a year-long celebration despite the challenges of the global pandemic. A multidisciplinary team engaged stakeholders and students, who even competed to design the anniversary logo. The celebration culminated with DePaul Day, officially proclaimed by Chicago’s Mayor.

Peter will share how they organized the yearlong campaign and set the strategic goal to strengthen DePaul’s ties with Chicago, which  culminating in impressive results: $7 million raised in a single day, 368 million media impressions, and multiple awards for special event campaigns. A legacy gift helped revitalize a local park, cementing DePaul’s connection to the city.

Talk Topic

STEPHEN CHAMBERS

Managing Director
Winthrop Group

Commemorative Publications and Archives: Capturing Your Story During a Milestone Anniversary

A milestone anniversary offers a rare opportunity to reflect on your organization’s history, values, and achievements. It’s the perfect time to modernize or transform your narrative, making sure your story is told authentically and powerfully.

Stephen from The Winthrop Group has helped many organizations bring their stories to life through commemorative publications, archives, videos, and exhibits. These tools not only celebrate your past but also create a foundation for future growth.

Establishing or updating your archives during an anniversary is invaluable. Archives preserve your history and provide the foundation for impactful storytelling, ensuring that your legacy is documented for future generations.

They play a vital role in enhancing commemorative publications and digital stories, amplifying the impact of your milestone anniversary.

In this session, Stephen will share best practices for creating commemorative publications, including insights on budgeting, formats, and strategies to ensure your story resonates long after the anniversary.

Talk Topic

VERN OAKLEY

Founder, CEO, Chief Creative Officer
Tribe Pictures

Video Storytelling to Transform Milestone Moments into a Movement
(co-presenter)

Most organizations understand that video is an important addition to their content distribution plan, but exceptional organizations understand how to make video a strategic part of their communications efforts.

Throughout the session, Vern Oakley, owner of Tribe Pictures, professor of corporate communications, and creative director behind multiple award-winning anniversary films will discuss how to leverage the power of video storytelling to unite your people around a mission.

From creative ideation to production to distribution, Vern will discuss how prioritizing strategic storytelling at every step of the process will make your video content have ripple effects that last far beyond your organization’s anniversary celebration.

In addition, Vern will share a selection of proprietary creative development tools to help guide you through the initial phase of your video strategy.

Talk Topic

LISA ALONGE

Founder
Anniversary University®

Making Milestones Matter

Anniversaries are more than a celebration—they’re an opportunity to reflect on past achievements and set the stage for future success. Whether you’re celebrating a 25th anniversary or a bicentennial, milestone events allow leaders and communicators to incorporate these moments into strategic growth plans.

Anniversary University offers guidance and the definitive resources to ensure you maximize this opportunity by accelerating and elevating the planning, starting with attending The Anniversary Forum.

As the founder of Anniversary University®, Lisa Alonge has gathered insights from hundreds of executives who’ve successfully navigated planning milestone anniversary campaigns. Across sectors, sizes, and budgets, certain best practices remain consistent. In her talk, Lisa will outline key strategies from her comprehensive guide, Milestone Anniversary Planning, and share how the “Anniversary Effect” can unlock transformative, lasting results for your organization.

Join Us and Learn To:

  1. Optimize budgets for outstanding outcomes.
  2. Leverage the powerful “anniversary effect.”
  3. Create experiences fitting to the occasion’s significance.
  4. Deploy actionable strategies and creative tactics.
  5. Leverage the anniversary to drive organizational change and brand purpose.
  6. Turn the anniversary into a high-ROI business decision.
  7. Use anniversary as transformational catalyst.
  8. Engage your CEO/President in the significance of the anniversary.
  9. Design with clear strategic purpose, focusing on “why” over “what.”
  10. Mobilize leaders, identify global stewards, and lead boldly.

Widely Regarded as THE Must Attend Masterclass for Anniversary Planning

Testimonials

The Anniversary Forum was absolutely invaluable to jump start our planning!

LAURA HOLLINGSWORTH
Chief Marketing Officer
Opry Entertainment

The Anniversary Forum is essential for learning how to leverage your anniversary. Regardless of the industry or planning stage you are in; the information is incredibly pertinent and the knowledge sharing invaluable!

STEVE STOUT
Chief of Staff
DePaul University

The Forum is the best conference I’ve been to. Every attendee is tasked with planning and learning from others, and collaborating, is extremely important.

KEVIN BISHOP
VP Global Brand Systems
IBM

The Forum is the ideal masterclass for planners seeking to deliver a meaningful, memorable anniversary. A significant advantage saving us time, money, and stress!

SHELLIE FREY
Chief Communications & Branding Officer
Golden State Foods

Leverage the Power of Your “Tribe”!

The Anniversary Forum is a (2) half-day live virtual event that brings together those in the early stage of planning with your experienced peers who have executed exemplary anniversaries. Presenters, who are Milestone Masters, pull back the curtain and share planning strategies that work, pitfalls to avoid, indispensable insights, and signature programs that engage stakeholders.

Established in 2014 as the only gathering of its kind. The Forum continues to be the definitive masterclass.

Testimonials

Learning from other’s experiences at The Anniversary Forum is invaluable! Gaining knowledge before an intensive process like this pays dividends, allows you to avoid costly mistakes, and advance your ideas further.

David French

SVP Marketing and Centennial lead
National Park Foundation

Anniversary University is the ideal masterclass for planners seeking to deliver a meaningful, memorable celebration. AU will save you time, money, and stress! A significant advantage during your planning process.

SHELLIE FREY

Chief Branding & Communications Officer
75th Anniversary lead
Golden State Foods

Lisa Alonge understands the real purpose of an anniversary. Lisa’s book will help you develop a sound strategic plan and get you there faster and smarter.

Kevin Bishop

Head of Global Brand and Centennial lead
IBM

Milestone Anniversary Planning is an exceptional handbook that every cross-functional leader on the team must read!

Dan Hasler

EVP Communications and 150th Anniversary lead
Purdue University

Our thanks to Lisa and her crew for a valuable Anniversary Visioning Workshop, which opened our eyes to the unique possibilities for our 50th Anniversary and helped us align our thinking. We had no idea this resource existed!

Senior Managing Director and 50th Anniversary lead
Southwest Airlines

I devoured the playbook and cited it over 30 times in our Centennial strategic planning meeting with our CEO.

Laura Hollingsworth

CMO and 100th Anniversary lead
Opry Entertainment

Attending The Anniversary Forum is essential for learning how to leverage your anniversary regardless of the industry or stage in the planning process.

Steven Stout

Chief of Staff
DePaul University

Finally, the most informed expert on anniversaries shares all she knows to master the challenge. Lisa’s playbook is a game changer, so much more than benchmarks. It has proven structures and tools to create a successful, one-time program.

Michael Merk

Director Corporate Communications and Centennial lead
Steelcase

The Anniversary Forum was time very well spent. It helped us “look around the corner” and shift mindset to “it’s much more than a party.” Collaborating with others was invaluable.

Kristin Calcagno

Director Corporate and Employee Communications
Charles Schwab

Partnering with Anniversary University®️ was an exceptional experience! They skillfully designed and conducted a planning workshop for our 250th Anniversary. Their knowledge with planning anniversaries was extremely valuable.

Paul Patrick

Chief Financial Officer
College of Charleston

Lisa Alonge was a godsend as we began planning for our 100th Anniversary. She inspired us to “think big” and “lean in” with confidence. Her connections to vendors were invaluable. More than that, Lisa’s fun and just the right “coach” I needed.

Tammy Robbins

Sr Dir. Marketing Communications and Centennial lead
Shriners Children’s

The Anniversary Forum exceeded our expectations by exposing us to valuable insights and great connections. We took away actionable plans and strategies to implement.

Eric Haman

Director Global Communications
West Pharmaceuticals

The Value of Attending

EDUCATION

Learn from your peers, avoid pitfalls, and gain valuable insights.

CONNECTION

Network with peers and creative partners for strategic collaboration.

INSPIRATION

Discover how to use your anniversary as a legacy gift for societal good.
One day = a year of ideas!

Who Attends

Members of the anniversary planning committee including Communications, Marketing, Brand, HR, Chief of Staff, Institutional Advancement, Executive Directors, Historians, and CSR leaders.

Previous Attendees

Speaker Interviews

Karen Kozak, Cargill 150th Anniversary
Kevin Bishop, IBM Centennial
Ted Ryan, Coca-Cola 100th Anniversary
Dan Hasler, Purdue University 150th Anniversary