Karen Smith Hupp—Senior Executive Director of Community Relations
College of Southern Maryland—La Plata, Md.
United States
Conferences & Training
Annual Conference for Corporate & Foundation Relations Officers
Leadership Team

Leadership team
Keynote speakers
Newcomer's workshop
facilitators
Elective session speakers
Session designers
Conference chair

Jeff JackaniczJeff Jackanicz
Director, Corporate and Foundation Relations
University of California, Berkeley

Jeff Jackanicz is director of corporate and foundation relations at the University of California, Berkeley. He joined University Relations in 2003 as an associate director of corporate and fundation relations and has been serving in his current role since 2007. In this capacity, he represents broad campus priorities with the goal of developing and strengthening strategic partnerships and alliances with local, national, and international corporations and foundations.

Prior to coming to Berkeley, he worked as a senior learning strategist for DigitalThink (now Convergys), a leading provider of corporate learning solutions. His additional professional experience includes fundraising for several nonprofit organizations and teaching as part of Teach for America.

He holds a bachelor's degree from the University of Chicago and a doctorate in English from the University of Texas, Austin.

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Leadership team

Erik Fast
Erik Fast
Director of Corporate and Foundation Relations
Lewis & Clark College

Erik Fast is a senior member of the advancement staff at Lewis & Clark College, where he oversees corporate and foundation relations activities throughout the institution's College of Arts and Sciences, Graduate School of Education and Counseling, and School of Law. He works closely with Lewis & Clark's three academic deans to cultivate and maintain relationships with regional and national foundation donors.

Before joining Lewis & Clark in 2006, Fast managed corporate and foundation relations for the College of Arts and Science and School of Education at the University of Portland for four years. He holds a bachelor's degree in politics from Willamette University, where he served as an admission counselor after graduation. Prior to entering the field of Corporate and Foundation Relations, he worked at the Metropolitan Group, a Portland, Ore., firm specializing in strategic communication and branding, social marketing and resource development.



Nancy KatanoNancy Katano
Deputy Director, Corporate, Foundation and Research Relations
University of California, Los Angeles

Nancy Katano is the deputy director in corporate, foundation and research relations (CFRR) at the University of California, Los Angeles (UCLA) where she works campus wide on priority and multidisciplinary projects. Previously, she was director, professional schools within UCLA CFRR.

Prior to her time at UCLA, she worked at the Los Angeles County Museum of Art, where as director of corporate and foundation relations, she maintained and cultivated all key corporate and foundation relationships for restricted, unrestricted and capital campaign giving to the museum. Her previous development experience included positions at NPR radio station KLON FM 88.1 as director of development and at PBS television station KCET, where she spent six years focusing on corporate relations and a capital campaign for an interactive media center and one of the first high-definition production and broadcast centers in the United States, as mandated by the FCC. She has also served as a development consultant for KCET, Big Brothers of Greater Los Angeles and various other arts nonprofits.

Katano holds a bachelor's degree in communications from California State Polytechnic University, Pomona and a master's degree in communication arts from Ohio University.


Morton SosnaMorton Sosna
Director of Foundation Relations
Cornell University

Mort Sosna has been director of foundation relations at Cornell University since 1992 where he has been involved with major university initiatives in the sciences, social sciences and humanities. During that time, he has led Cornell's foundation efforts through the course of two campaigns and worked closely with most of the nation's leading independent foundations.

Prior to joining Cornell, Sosna was associate director of the Humanities Center at Stanford University and a program officer at the National Endowment for the Humanities. He has also taught in the History Departments at the University of Missouri-Columbia and George Mason University, and in the American Studies Program at Stanford. He is the author of In Search of the Silent South: Southern Liberals and the Race Issue (Columbia University Press, 1977), and co-editor of Reconstructing Individualism: Autonomy, Individuality and the Self in Western Thought (Stanford University Press, 1986) and The Boundaries of Humanity: Humans, Animals, Machines (University of California Press, 1991).

Mort's undergraduate degree is from the University of Illinois-Chicago, and he is the recipient of a doctorate in history from the University of Wisconsin-Madison.



Kathy VeitKathy Veit
Director of University Corporate and Foundation Relations
Stanford University

Kathy Veit is director of university corporate and foundation relations in the Office of Development at Stanford University. Before assuming this position in 2008, she served in a variety of administrative and development roles at Stanford, including director of university foundation relations, director and associate director of The Stanford Fund's Class Giving program, associate director of development relations in the School of Humanities and Sciences, and director of stewardship and communication for the Haas Center for Public Service.

She joined the Stanford staff in 1991. Over the years, Veit has also volunteered for a number of organizations both on and off campus, including Stanford Freshman Advising, the Stanford LGBT Resources Center, Stanford Phi Beta Kappa, East Palo Alto Project Read, the California AIDS Ride, and the Episcopal Church of St. John the Evangelist, San Francisco.

She earned her bachelor's degree from New York University and a master's degree from Stanford, both in classics.


Bob Weisenfeld Bob Weisenfeld
Assistant Vice President for Corporate and Foundation Relations
Gustavus Adolphus College

Bob Weisenfeld is currently assistant vice president for corporate and foundation relations at Gustavus Adolphus College in St. Peter, Minn. For 22 years, he has been responsible for grantseeking from corporate, foundation and government funding agencies on behalf of faculty and institutional initiatives. He began his nonprofit career in arts management, serving as the first manager of the North Carolina Opera, the touring and educational subsidiary of what is now Opera Carolina, and serving as senior management consultant and vice president for Ampersand, a consulting firm, based in Winston-Salem, that worked with arts organizations in fundraising, marketing and management.

Immediately before his current position, Weisenfeld took what he calls his "alternative lifestyle break" when he spent time in Utah, making his living as a classical guitarist and legal researcher and writer, and pursuing his interest in mountain running.

Weisenfeld has been chair of the Minnesota Private Colleges and Universities Proposal Writers Group since 2006, and has long been involved with a range of community initiatives.

He currently serves on the board of the Yale Alumni Association of the Northwest. He has a bachelor's degree from Yale University and a law degree from Fordham University Law School.

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Keynote speakers

James L. ApplegateJames L. Applegate
Senior Vice President for Program Development
Lumina Foundation

James L. Applegate serves as senior vice president for program development at the Lumina Foundation. In that role, he leads in development of the foundation's funding programs supporting achievement of Lumina's "Big Goal" to dramatically increase educational attainment in the United States, especially for low income, first generation, minority and adult students. That work includes strategic implementation of effective practices and policies supporting increases in the number of prepared students entering higher education, the number of students succeeding in college, and in the productivity and capacity of the system to provide many more people high-quality credentials and degrees.

Prior to coming to Lumina in 2008, he served as Senior Fellow and vice president for academic affairs at the Kentucky Council on Postsecondary Education from 1999 through 2008. As chief academic officer in Kentucky, he coordinated statewide initiatives supporting institutional engagement in a public agenda for higher education that targeted dramatic increases in education attainment and growth in Kentucky's knowledge-based economy. He played a leading role in efforts targeting college success for low income, minority and first-generation students. He has served on numerous national advisory boards for organizations influencing higher education policy including the U.S Department of Education, the American Council on Education, the ACT, the Council of State Governments and the Hispanic Association of Colleges and Universities.

Applegate was a professor of communication at the University of Kentucky. From 1984 until 1999 he was chair of that department. During that period he also served as University Senate Chair and an American Council on Education Fellow. He was elected president of the National Communication Association, the world's largest association of communication scholars, and the Southern Communication Association. As a disciplinary leader he promoted research and teaching that was more engaged with public needs. He has authored numerous articles, book chapters, and research reports on communication processes recognized by various organizations for their contributions to the discipline. As a consultant, he has conducted over 250 lectures, seminars, and workshops for private, academic and government organizations designed to improve organizations' communication policies and practices.

He earned his bachelor's degree from Georgetown College (Ky.) as well as a master's degree and doctorate from University of Illinois. His dissertation received the award given to the most outstanding dissertations completed in his field.


Robert BirgeneauRobert Birgeneau
Chancellor
University of California, Berkeley

 Robert J. Birgeneau became the ninth chancellor of the University of California, Berkeley, on September 22, 2004. An internationally distinguished physicist, he is a leader in higher education and is well known for his commitment to diversity and equity in the academic community.

Before coming to Berkeley, Birgeneau served four years as president of the University of Toronto. He previously was dean of the School of Science at the Massachusetts Institute of Technology, where he spent 25 years on the faculty. He is a fellow of the U.S. National Academy of Sciences, the Royal Society of London, the American Philosophical Society and other scholarly societies. He has received many awards for teaching and research and is one of the most cited physicists in the world for his work on the fundamental properties of materials.

In 2006, Birgeneau received a special Founders Award from the American Academy of Arts and Sciences along with President John Hennessy of Stanford University and filmmaker George Lucas. Established in the 225th anniversary year of the Academy, this award honors men, women and institutions that have advanced the ideals and embody the spirit of the Academy founders-a commitment to intellectual inquiry, leadership and active engagement. In 2008, Birgeneau and President Nancy Kantor of Syracuse University received the 2008 Carnegie Corporation Academic Leadership Award as "Champions of Excellence and Equity in Education." Most recently, Birgeneau was one of three recipients of the Shinnyo-en Foundation's 2009 Pathfinders to Peace Prize for his contributions to bringing about a more peaceful world. The foundation singled out Birgeneau for his "commitment to diversity, equity and inclusion and to the integration of public service as an essential component of the academic experience." In 2009, Birgeneau became chair of the Council of Presidents, Universities Research Association, Inc.

Birgeneau received his bachelor's degree in mathematics from the University of Toronto in 1963 and his doctorate in physics from Yale University in 1966. He served on the faculty of Yale for one year, spent one year at Oxford University, and was a member of the technical staff at Bell Laboratories from 1968 to 1975. He joined the physics faculty at MIT in 1975 and was named chair of the Physics Department in 1988 and dean of science in 1991. He became the 14th president of the University of Toronto on July 1, 2000.

At Berkeley, Birgeneau holds faculty appointments in the Departments of Physics and Materials Science and Engineering in addition to serving as chancellor.


Paul BrestPaul Brest
President
William and Flora Hewlett Foundation

Paul Brest is the president of the William and Flora Hewlett Foundation.

He served as law clerk to Judge Bailey Aldrich and Supreme Court Justice John M. Harlan, and practiced with the NAACP Legal Defense and Educational Fund, Inc., in Jackson, Miss., doing civil rights litigation before joining the Stanford Law School faculty in 1969, where his research and teaching focused on constitutional law and problem solving/decision making.

From 1987 to 1999, he served as the dean of Stanford Law School. Brest is co-author of Processes of Constitutional Decisionmaking (5th ed. 2007), and of Problem Solving, Decision Making, and Professional Judgment (forthcoming Oxford University Press, 2009). Together with Hal Harvey he is co-author of Money Well Spent: A Strategic Guide to Smart Philanthropy (forthcoming Bloomberg Press, 2008). He teaches a course on judgment and decisionmaking in the Public Policy Program at Stanford.

Brest holds honorary degrees from Northeastern Law School and Swarthmore College, and is a member of the American Academy of Arts and Sciences. He received a bachelor's degree from Swarthmore College in 1962 and a Bachelor's of Laws degree from Harvard Law School in 1965.


Vicki ChandlerVicki Chandler
Chief Program Officer, Science Programs
Gordon and Betty Moore Foundation

Vicki Chandler is the chief program officer for the Gordon and Betty Moore Foundation's Science Program, which includes the Marine Microbiology Initiative, the California Institute of Technology Commitment and the Thirty-Meter Telescope Commitment.

Prior to coming to the Foundation, Chandler served as director of the BIO5 Institute at the University of Arizona, a prominent interdisciplinary research center that addresses leading-edge research and translates that research to applications in medicine and agriculture. At UA, she was a Regents' Professor in the departments of Plant Sciences and Molecular and Cellular Biology and held the Carl E. and Patricia Weiler Endowed Chair for Excellence in Agriculture and Life Sciences. Her pioneering research investigated the regulation of gene expression in plants and animals.

She has been honored with the Presidential Young Investigator Award, the National Science Foundation Faculty Award for Women Scientists and Engineers, the National Institutes of Health Director's Pioneer Award, and was named a Searle Scholar. She is a member of the National Academy of Sciences and a Fellow of the American Association for the Advancement of Science, and has served on national advisory boards and panels for the National Science Foundation, Department of Energy, National Institutes of Health and Howard Hughes Medical Institute. She served on the National Science Foundation Biological Directorate Advisory Committee from 2001-2004, the National Research Council Committee on Defining and Advancing the Conceptual Basis of Biological Science and was elected to the governing council of the National Academy of Sciences in 2007. Chandler has chaired or co-chaired several national conferences, and has served in an editorial capacity for journals including Plant Physiology, Genetics, Science, and the Annual Review of Plant Biology. She is a member of the American Society for Biochemistry and Molecular Biology, the American Society of Plant Biologists, the Genetics Society of America, the International Society of Plant Molecular Biology and the Rosalind Franklin Society. She has served on the Board of Directors of the Genetics Society and the International Society Plant Molecular Biology, and was president of the American Society of Plant Biologists.

She has a doctorate in biochemistry from the University of California, San Francisco, and a bachelor's degree in biochemistry from the University of California, Berkeley.


Susan Desmond-HellmanSusan Desmond-Hellmann
Chancellor
University of California, San Francisco

Susan Desmond-Hellmann is chancellor of the University of California, San Francisco. She assumed the post August 3, 2009.

Desmond-Hellmann previously served as president of product development at Genentech, a position she held from March 2004 through April 30, 2009. In this role, she was responsible for Genentech's pre-clinical and clinical development, process research and development, business development and product portfolio management. She also served as a member of Genentech's executive committee, beginning in 1996. She joined Genentech in 1995 as a clinical scientist, and she was named chief medical officer in 1996. In 1999, she was named executive vice president of development and product operations. During her time at Genentech, several of the company's patient therapeutics were approved by the U.S. Food and Drug Administration, and the company became the nation's No. 1 producer of anti-cancer drug treatments.

In November 2009, Forbes magazine named Desmond-Hellmann as one of the world's seven most "powerful innovators," calling her "a hero to legions of cancer patients." The seven were lauded for their curiosity, empathy and leadership.

Prior to joining Genentech, Desmond-Hellmann was associate director of clinical cancer research at Bristol-Myers Squibb Pharmaceutical Research Institute. While at Bristol-Myers Squibb, she was the project team leader for the cancer-fighting drug Taxol.

Desmond-Hellmann also has served as associate adjunct professor of epidemiology and biostatistics at UCSF. During her tenure at UCSF, she spent two years as visiting faculty at the Uganda Cancer Institute, studying HIV/AIDS and cancer. She also spent two years in private practice as a medical oncologist before returning to clinical research.
In January 2009, Desmond-Hellmann joined the Federal Reserve Bank of San Francisco's Economic Advisory Council for a three-year term. In July 2008, she was appointed to the California Academy of Sciences board of trustees.

Desmond-Hellmann was named to the Biotech Hall of Fame in 2007 and as the Healthcare Businesswomen's Association Woman of the Year for 2006. She was listed among Fortune magazine's "top 50 most powerful women in business" in 2001 and from 2003 to 2008. In 2005 and 2006, the Wall Street Journal listed Desmond-Hellmann as one of its "women to watch."

From 2005 to 2008, Desmond-Hellmann served a three-year term as a member of the American Association for Cancer Research board of directors, and from 2001 to 2009, she served on the executive committee of the board of directors of the Biotechnology Industry Organization. She served on the corporate board of Affymetrix from 2004-2009.

She completed her clinical training at UCSF and is board-certified in internal medicine and medical oncology. She holds a bachelor's degree in pre-medicine and a medical degree from the University of Nevada, Reno, and a master's degree in public health from the University of California, Berkeley.


Jack DixonJack Dixon
Vice President and Chief Scientific Officer
Howard Hughes Medical Institute

Jack E. Dixon serves as vice president and chief scientific officer at the Howard Hughes Medical Institute (HHMI). He directs HHMI's flagship investigator program, in which leading scientists and their staffs conduct research in HHMI laboratories across the United States. Dixon is also responsible for identifying new opportunities that capitalize on the institute's expertise in biomedical research and science education.

Dixon joined HHMI in 2007, coming to the Institute from the University of California, San Diego (UCSD), School of Medicine, where he had served as dean of scientific affairs. Dixon had also served as a member of HHMI's Medical Advisory Board.

He earned his doctorate in chemistry from the University of California, Santa Barbara, in 1971. After postdoctoral study at UCSD, he joined the biochemistry faculty at Purdue University in 1973. In 1986, he was appointed the Harvey W. Wiley Distinguished Professor of Biochemistry. In 1991, he moved to the University of Michigan, where he served as chair of the department of biological chemistry and held the Minor J. Coon Professorship. He became co-director of Michigan's Life Sciences Institute in 2001, but returned to California in 2003 to rejoin UCSD, this time as dean of scientific affairs.

A member of the Institute of Medicine and the National Academy of Sciences, Dixon has had a distinguished scientific career. His research has focused on a group of proteins called protein tyrosine phosphatases that govern a key biochemical reaction in which a phosphate group is added to another protein. The reaction, called phosphorylation, serves as a signaling mechanism between living cells. The work has implications for understanding the uncontrolled growth that is characteristic of cancer, the routing of nerve fibers, and the success of disease-causing bacteria and viruses in overcoming the mammalian immune system. Dixon continues to maintain a laboratory at UCSD, where he is also a professor of pharmacology, cellular and molecular medicine, chemistry and biochemistry.


Jim GentileJim Gentile
President
Research Corporation for Science Advancement

Jim Gentile is president of Research Corporation for Science Advancement. He comes to Research Corporation most recently from Hope College in Holland, Mich., where he held an endowed professorship in biology and served for twelve years as dean for the Natural Sciences.

He is a former member of the Science Advisory Board for the U.S. EPA and of the State of Michigan Hazardous Waste Site Review Board. He is currently a National Associate of the National Research Council (NRC), where he is a current member of the NRC Life Science Board and a previous member of the NRC Committee on Undergraduate Science Education. He played a leadership role in the highly praised NRC publication Biology 2010: Transforming Undergraduate Education for Research Biologists and is a sought-after speaker on issues involving the integration of scientific research and education.

Gentile is a past president of the Environmental Mutagen Society and currently serves as president for the International Association of Environmental Mutagen Societies. He is the past editor-in-chief for the international journal Mutation Research and is a current member of editorial boards for four international journals. He is a past councilor for the Council on Undergraduate Research, a former Governor for the National Conferences on Undergraduate Research, and a current member of the Executive Committee for Project Kaleidoscope. He currently is the co-chairperson of the National Academies Summer Institutes for Education in Biology and a National Academies Education Mentor in the Life Sciences.

Over the years he has been a program director for grants from many public and private sectors to support education and research. During his career he has had the opportunity to work with over 120 undergraduate students in collaborative research in his laboratory and has authored more than 100 research articles, book chapters, book reviews and special reports in areas of scientific research and higher education.

He received his bachelor's degree from St. Mary's University and his master's degree and doctorate from Illinois State University. He spent two years in postdoctoral studies in the Department of Human Genetics at Yale School of medicine before assuming his previous position at Hope.


Donna HeilandDonna Heiland
Vice President
Teagle Foundation

Donna Heiland is vice president at The Teagle Foundation, where her responsibilities include working with the president on strategic planning and program development/implementation (including all grantmaking). She also serves as secretary of the corporation. Her work at Teagle draws on both her experience as director of fellowship programs at the American Council of Learned Societies, and her experience at Vassar College, where she was associate professor of English and taught regularly in the Women's Studies Program.

Donna earned her bachelor's degree in English (Honors) from the University of Western Ontario, and her doctorate in English from Yale University. Having begun her academic career as an editor of James Boswell, she then shifted her focus to the study of fiction, especially of the gothic as it developed in the eighteenth century and beyond. She is the author of Gothic and Gender: An Introduction (Blackwell, 2004), and her articles have appeared in essay collections and journals, including Modern Philology, Eighteenth-Century Life, Recherches Sémiotiques / Semiotic Inquiry and Literature Compass.


Stanley N. KatzStanley N. Katz
Director of the Center for Arts and Cultural Policy Studies
Princeton University

Stanley N. Katz is president emeritus of the American Council of Learned Societies, the leading organization in humanistic scholarship and education in the United States.

His recent research focuses upon the relationship of civil society and constitutionalism to democracy, and upon the relationship of the United States to the international human rights regime. He is the editor-in-chief of the recently published Oxford International Encyclopedia of Legal History, and the editor of the Oliver Wendell Holmes Devise History of the United States Supreme Court. He also writes about higher education policy, and publishes a blog for the Chronicle of Higher Education.

Formerly Class of 1921 Bicentennial Professor of the History of American Law and Liberty at Princeton University, Katz is a leading expert on American legal and constitutional history, and on philanthropy and nonprofit institutions. The author and editor of numerous books and articles, he has served as president of the Organization of American Historians and the American Society for Legal History and as vice president of the Research Division of the American Historical Association. He is a member of the Board of Trustees of the Newberry Library, the Copyright Clearance Center and numerous other institutions. He also currently serves as chair of the American Council of Learned Societies/Social Science Research Council Working Group on Cuba. Katz is a member of the New Jersey Council for the Humanities, the American Antiquarian Society, the American Philosophical Society; a Fellow of the American Society for Legal History, the American Academy of Arts and Sciences, and the Society of American Historians; and a Corresponding Member of the Massachusetts Historical Society. He has honorary degrees from several universities.

Katz graduated magna cum laude from Harvard University in 1955 with a major in English history and literature. He received his master's degree from Harvard in American history in 1959 and his doctorate in the same field from Harvard in 1961. He attended Harvard Law School in 1969-70.


Phil LewisPhilip Lewis
Vice President
Andrew W. Mellon Foundation

Philip Lewis, professor emeritus of Romance Studies at Cornell University, is vice president of the Andrew W. Mellon Foundation. His work on seventeenth-century French literature included books on La Rochefoucauld (The Art of Abstraction, 1977) and Charles Perrault (Reading through the Mother Goose Tales, 1996). From 1976 to 1987 he served as editor of Diacritics. From 1993 to 1996, he was a member of the Modern Language Association's Special Committee on the Future of the Print Record.

Lewis served as dean of arts and sciences at Cornell from 1995 to 2003; from July 2004 until his retirement from the faculty in January 2007, he was director of the university's Program in French Studies. At Mellon, Lewis has led the Liberal Arts Colleges Program and has been responsible for overseeing four other grantmaking programs, Conservation and the Environment, Diversity Initiatives, Museums and Art Conversation, and Libraries and Scholarly Communications.


John LippincottJohn Lippincott
President
Council for Advancement and Support of Education

In 2004, John Lippincott became president of the Council for Advancement and Support of Education (CASE), the professional association for alumni relations, communications, fundraising, and marketing officials at colleges, universities, and independent schools around the globe.

As president, he provides strategic and operational leadership for one of the largest associations of education-related institutions in the world. During his tenure he has overseen creation of principles of practice in each of the advancement disciplines, development of ongoing operations in the Asia Pacific region, strengthening of the organization's financial position, and enhancement of CASE's relationships with members, districts, and other associations.

Lippincott joined the CASE staff in 1999 as vice president for communications and marketing, with management responsibility for CURRENTS magazine, CASE Books, organizational communications, integrated marketing, government relations, and special projects.

Prior to his arrival at CASE, John served for 12 years as associate vice chancellor for advancement at the University System of Maryland. In that capacity, he provided public relations counsel to the leadership of the 13-institution system, created an award-winning public television series, played a key role in state relations, and provided communications support for two system-wide fundraising campaigns.

John has also held public relations posts at Ithaca College in New York State and at the National Endowment for the Humanities in Washington, D.C. He began his career teaching humanities courses at community colleges in Connecticut, New York, and Oregon. Both his bachelor's and master's degrees are from Wesleyan University in Connecticut.

He has served on the board of the American Council on Education, the major coordinating body for U.S. higher education, as well as on Independent Sector's ethics and accountability committee and the Washington Higher Education Secretariat's steering committee.


Julia LopezJulia Lopez
President and CEO
California Access Foundation

A widely respected leader with broad and deep experience in philanthropy and government, Julia Lopez began serving as the president and CEO of College Access Foundation of California in November 2008.

Before joining College Access Foundation, she served as senior vice president of the Rockefeller Foundation. In that role, she provided oversight, management and evaluation of the foundation's strategic program grantmaking, which awarded an average of $150 million per year. In her earlier work for Rockefeller, she served as the director of the foundation's Working Communities program, addressing urban poverty and education in the United States.

Lopez has also lent her talents to the California Legislature, the New Mexico Department of Criminal Justice and the Department of Social Services for the City and County of San Francisco where, as general manager, she oversaw programs serving the city's most disadvantaged residents.

She is a graduate of Newton College of the Sacred Heart (now Boston College) and holds a master's degree in public policy from the Goldman School of Public Policy at the University of California, Berkeley. She is a commissioner for the Western Association of Schools and Colleges Accredititng Commission for Senior Colleges and Universities. Lopez is also on the Board of Directors of Pacific Community Ventures and REDF (formerly the Roberts Enterprise Development Fund) and is a member of the Statewide Leadership Council of the Public Policy Institute of California.


Jeannie OakesJeannie Oakes
Director of Education and Scholarship
Ford Foundation

Jeannie Oakes is director of education and scholarship at the Ford Foundation. Until fall 2008, she was presidential professor in educational equity at the University of California, Los Angeles (UCLA) Graduate School of Education and Information Studies. At UCLA, Oakes directed the Institute for Democracy, Education, and Access and the University of California's All Campus Consortium on Research for Diversity. Her research addressed the impact of education policies on the opportunities and outcomes of low-income students of color.

She is the author of twenty scholarly books and monographs, and more than 125 other publications. Her book Keeping Track: How Schools Structure Inequality (Yale University Press) was honored as one of the twentieth century's most influential books on education. Her most recent book, edited with Marisa Saunders, is Beyond Tracking: Multiple Pathways to College, Career, and Civic Participation (Harvard Education Press).

Oakes has received three major awards, from the American Educational Research Association, the National Association for Multicultural Education's Multicultural Research Award, and the Distinguished Achievement Award from the Educational Press Association of America. She is also the recipient of the Southern Christian Leadership Conference's Ralph David Abernathy Award for Public Service and, most recently, the 2002 World Cultural Council's José Vasconcelos World Award in Education. Oakes is a member of the National Academy of Education.


Maria Pellegrini
Vice President of Programs
WM Keck Foundation

Maria Pellegrini joined the W. M. Keck Foundation as program director for science, engineering and the liberal arts in February of 1998. She was dean of research in the College of Letters, Arts and Sciences at the University of Southern California from 1994 to 1998. Pellegrini was professor of biological sciences at USC from 1977 to 1998, serving as department chair from 1988 to 1993. She has taught a variety of courses in molecular biology and biochemistry at the undergraduate and graduate levels.

Pellegrini's research interests included studies of the structure-function relationships within ribosomes, the regulation of ribosomal gene expression, and, recently, work on genes that are important in human reproduction. She has co-authored over 50 scientific journal articles and review chapters including an Institute for Scientific Information "citation classic."

She was the recipient of an Alfred P. Sloan Foundation Fellowship and a Dreyfus Foundation Teacher-Scholar Award. She has received numerous research and training grants from the National Institutes of Health and has served on National Institutes of Health, California Breast Cancer Research Council and American Cancer Society grant review panels.

She received her bachelor's degree in chemistry from Connecticut College and her doctorate in chemistry from Columbia University followed by postdoctoral fellowships at Caltech and UC Irvine.


Regina RabinovichRegina Rabinovich
Director, Infectious Diseases Development for Global Health
Bill & Melinda Gates Foundation

Regina Rabinovich is director of the Global Health Program's Infectious Diseases Development team for the Bill & Melinda Gates Foundation. She oversees the development and implementation of strategies for the prevention, treatment, and control of diseases of particular relevance to global health, including HIV/AIDS, tuberculosis (TB), malaria, pneumonia, diarrhea and neglected diseases.

Prior to joining the foundation, Rabinovich served in various positions at the U.S. National Institute of Allergy and Infectious Diseases (NIAID), focusing on the development and evaluation of vaccines. She participated in the Children's Vaccine Initiative, a global effort to prevent infectious diseases in children in the developing world, and served as liaison to the National Vaccine Program Office, focusing on vaccine safety and vaccine research. As chief of the Clinical and Regulatory Affairs Branch of the Division of Microbiology and Infectious Diseases, she managed the evaluation of candidate vaccines through a network of U.S. clinical research units. During her tenure as branch chief, the units completed large multicenter trials of pertussis and influenza vaccines as well as a number of phase I trials of platform technologies, such as an edible vaccine and vaccines for malaria and rotavirus.

In 1999, Rabinovich became director of the PATH Malaria Vaccine Initiative, a project funded by the foundation to advance efforts to develop promising malaria vaccine candidates. She serves on the boards of several organizations focused on global health and infectious diseases, including the Global Fund for AIDS, TB & Malaria; the NIAID Council; Medicines for Malaria Venture; PATH Vaccine Solutions; and the Institute of One World Health.

Rabinovich received her medical degree from Southern Illinois University and her master's degree in public health from the University of North Carolina in Chapel Hill. She joined NIAID's Epidemiology Training Program as a fellow in 1988.

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Newcomer's workshop facilitators

Dondi CuppDondi Cupp
Assistant Vice President for Development, Corporate & Foundation Relations
University of Washington

Dondi Cupp serves as assistant vice president for advancement at the University of Washington, where he leads the Office of Corporate & Foundation Relations. He joined the UW in 1999 as senior director of development for the sciences, and assumed his current position in July, 2007.

In addition to his corporate and foundation work, Cupp founded and serves as co-director of the UW's Advancement Leadership Class-a comprehensive leadership development program for advancement staff. In 2006, he received the Marilyn Batt Dunn Endowed Award for Excellence in University Advancement.

Cupp has served as associate director of the Western Washington University Foundation and his development career began 21 years ago as director of the annual fund at his alma mater, the University of Oklahoma. He has worked with a number of nonprofit organizations over the years.

Erik Fast
Director of Corporate and Foundation Relations
Lewis & Clark College

(see bio under Leadership Team)

Nancy Katano
Deputy Director, Corporate, Foundation and Research Relations
University of California, Los Angeles

(see bio under Leadership Team)

Kathy Veit
Director of University Corporate and Foundation Relations
Stanford University

(see bio under Leadership Team)

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Elective session speakers

Hugh Aldridge
Director of Business Relations
University of Manchester

After taking a biological sciences degree at the University of Birmingham and a doctorate at the University of Bristol, Hugh Aldridge was a NATO Research Fellow in Canada researching bat flight mechanics and ecology. In 1988 he joined the Science & Engineering Research Council, but transferred in 1989 to the Agricultural & Food Research Council where he managed programs focused on animal health and production.

From 1992 to 1996 Aldridge was assistant secretary (research) at the Royal Postgraduate Medical School (University of London). In 1996 he was appointed university relations manager at Hewlett-Packard Laboratories where he was responsible for managing the laboratories' strategic relationships with universities worldwide, with a particular focus on major institutions such as the Massachusetts Institute of Technology, Stanford University and the University of California, Berkeley.

Aldridge moved to the University of Cambridge in 2000 where he established the Corporate Liaison Office. Building a small team of professional relationship management executives, he created the mechanisms that enabled the university to enhance its strategic relationships with companies and to sustain these relationships for mutual benefit. He became director for industry at the Cambridge-MIT Institute in 2004.

He was appointed director of the Aberystwyth and Bangor Universities' Research & Enterprise Partnership in 2006, where he facilitated the establishment of four research centres in the physical and environmental sciences and in the humanities. He moved to the University of Manchester in July 2008 and is the university's first director of business relations.


Dennis Alexander
Director of Foundation Relations
Texas Christian University

Dennis Alexander has 29 years of business-writing experience, including 16 years in corporate and foundation relations. Prior to entering higher education, he spent 13 years as a technical and business writer in the corporate world, where he created proposals for new business development. Since joining TCU in 2004, he has spent two years as a grant writer, three as director of corporate & foundation relations, and eleven as director of foundation relations.

He now focuses on raising gifts from private foundations, charitable trusts and donor-advised funds at TCU, where these dollars account for 25-35 percent of yearly fundraising totals. He is the designated proposal writer for the chancellor of the university and prepares proposals for the division vice chancellors and college deans. He has previously taught proposal-writing sessions for the Association of Fundraising Professionals, the CASE Corporate & Foundation Relations conference, and his colleagues in university advancement at TCU.


Ann Arvin
Vice Provost and Dean of Research, Lucile Salter Packard Professor of Pediatrics and Professor of Microbiology and Immunology
Stanford University

Vice Provost and Dean of Research, Lucile Salter Packard Professor of Pediatrics and Professor of Microbiology and Immunology
Stanford University

Ann Arvin, the Lucile Salter Packard Professor in Pediatrics and Professor of Microbiology and Immunology, has served as Stanford University's vice provost and dean of research since 2006. In that role, she oversees Stanford's 17 independent laboratories, centers and institutes that support interdisciplinary research across the boundaries of the individual schools. These independent labs foster interactions among faculty in biomedical and biological sciences, the physical sciences and engineering, and the humanities and social sciences. Her office also directs several university research administrative units, including the Offices of Technology Licensing and Research Compliance.

Arvin is a graduate of Brown University, holds a master's degree in philosophy from Brandeis University, and received her MD from the University of Pennsylvania in 1972. After postdoctoral training, she joined the Stanford faculty in 1978. Her clinical field is pediatric infectious diseases and her basic laboratory research is in virology. She has served Stanford as associate dean of research and its School of Medicine as associate dean for child health research and chief of pediatric infectious diseases. She has also served on many national advisory boards; currently, she is a member of the President's Council of Advisors on Science and Technology (PCAST) working group on influenza, the director's council of the National Institute of Allergy and Infectious Diseases and the Board on Life Sciences of the NAS/NRC. Among other honors, Arvin is a fellow of the American Association for the Advancement of Science (AAAS) and the Institute of Medicine of the National Academy of Science.


Jane Baker
Director of Corporate & Foundation Relations
Clark University

Jane Baker has served as the director of corporate & foundation relations at Clark University since 2003, and is responsible for managing all aspects of CFR prospect research, relationship management, proposal development and submission, and stewardship for the institution.
An advancement professional for 15 years, Baker served as director of development for NASPE/The Heart Rhythm Society (1999-2003), grant writer for the Massachusetts Easter Seal Society (1997-99), and grants coordinator for Needham Public Schools (1995-97).

She holds a bachelor's degree in economics from Smith College and continues to pursue her education through a variety of graduate and undergraduate coursework.


Lucy Bernholz
Founder and President
Blueprint Research & Design, Inc.

Lucy Bernholz is the founder and president of Blueprint Research & Design, Inc. a strategy consulting firm that helps philanthropic individuals and institutions achieve their missions. She is the publisher of Philanthropy2173, an award winning blog on the business of giving. She is currently the HAND Foundation Fellow in Philanthropy at the New American Foundation and is a visiting scholar at the Stanford University Center on Philanthropy and Civil Society. She has also been a visiting scholar at Stanford's Graduate School of Business.

Bernholz serves on advisory boards to several national and international philanthropy research centers and is frequent keynote presenter, panelist and media source on philanthropy and social innovation. She is the author of numerous articles and books on the philanthropic industry, including Creating Philanthropic Capital Markets: The Deliberate Evolution.

She has a bachelor's degree from Yale University, where she played field hockey and captained the lacrosse team, and a master's degree and doctorate from Stanford University.


John Blum
President
Blum and Associates, Inc.

John Blum is a principal with Kramer, Blum and Associates, Inc., a San Francisco-based management consulting firm that specializes in working with family and independent foundations and nonprofit organizations.

Since 1963 Kramer, Blum and Associates has managed the grant making and administrative activities of a number of foundations. As recognized leaders in philanthropy and nonprofit management, Blum has extensive experience working with foundation founders and trustees to clarify the philanthropic goals, objectives and priorities they want to achieve, identifying ways in which they can be most effective in reaching their philanthropic goals and develop and implementing procedures to carry out their grantmaking program both effectively and successfully in the context of "the joy of giving." Blum has a deep understanding and unique perspective regarding the dynamics of foundation decision making and the philanthropic needs of nonprofit organizations.


Kenneth J. Blum
Vice President
Blum and Associates, Inc.

Kenneth J. Blum is vice president of Kramer, Blum and Associates, Inc., a San Francisco-based management consulting firm that specializes in working with family and independent foundations and nonprofit organizations.

Since 1963 Kramer, Blum and Associates has managed the grant making and administrative activities of a number of foundations. As recognized leaders in philanthropy and nonprofit management, Blum has extensive experience working with foundation founders and trustees to clarify the philanthropic goals, objectives and priorities they want to achieve, identifying ways in which they can be most effective in reaching their philanthropic goals and develop and implementing procedures to carry out their grantmaking program both effectively and successfully in the context of "the joy of giving." Blum has a deep understanding and unique perspective regarding the dynamics of foundation decision making and the philanthropic needs of nonprofit organizations.


Linda Campbell
Director, Sponsored Projects
Santa Clara University

Linda Campbell, a certified national research administrator, directs the four-person Sponsored Projects Office at Santa Clara University. Funds awarded in fiscal year 2009 through the office totaled approximately $8 million.


Kriss Deiglmeier
Executive Director, Center for Social Innovation
Stanford Graduate School of Business

Kriss Deiglmeier is the founding executive director for the Center for Social Innovation (CSI) at the Stanford Graduate School of Business. Upon coming to CSI, she marshaled support for a new mission and strategy that has established CSI as a global leader in the emerging social innovation field. Under her leadership CSI's programs have scaled and reach thousands of individuals in over fifty countries yearly.

Deiglmeier has more than 20 years of senior management experience that spans the social enterprise, business, nonprofit and philanthropic sectors. Prior to Stanford, she served as a management consultant to foundations and social enterprises, and as chief operating officer for Juma Ventures. Before joining Juma Ventures, she worked with the United Way of King County, Larkin Street Youth Center and Nordstrom. She is recognized as a pioneer in the emerging field of social innovation and has presented nationally and internationally on social innovation, social entrepreneurship and public-private partnerships, as well as guest-lectured at the University of California, Berkeley, Stanford Graduate School of Business, Hitotsubashi University, Kyoto University, Kyushu University and Nagoya University. She co-authored the articles, "Leading the Social Purpose Business: An Examination of Organizational Culture" and "Managing the Social Enterprise." Her most recent article is "Rediscovering Social Innovation," which was published in the Stanford Social Innovation Review.

She received her bachelor's degree from the University of Washington, and her MBA from the University of California, Berkeley.


JoZell Johnson
Global Manager, Intel Higher Education Program
Intel Corporation

JoZell Johnson is the global manager of the Intel® Higher Education program. She sets strategy and implementation plans for the global higher education program and serves as a direct link into Intel Research.

Johnson's areas of interest include developing the next generation of engineers and computer scientists to continue technology breakthroughs. Exploring new methods to engage all students to explore engineering careers and utilize technology is an ongoing passion.

She has held various positions within Intel, beginning with Single Board Computers Division (before the PC), Real Time Operating Systems Division, Intel Supercomputer and Intel Education. Within her roles at Intel Education she has worked extensively in the higher education area, developing technical and curricula programs, student programs and fostering direct relationships with Tier One Research Universities.

Johnson combines her undergraduate technical degree in computer science and her master's degree in business administration to translate the technical aspects of her role and communicate them to others.

 


Annette Ketner
Senior Director, Foundation Relations
University of San Diego

Annette Ketner has been senior director of foundation relations at the University of San Diego since moving to California in 2001. Her role involves coordinating all university submissions to private foundations to ensure continuity of the relationships and adherence to recommended guidelines and protocol. She develops university-wide proposals as well as inter-disciplinary approaches, and works with the development officers of the individual schools to optimize funding opportunities.

Ketner began her work in development as annual giving officer at Catherine McAuley Health Systems in Ann Arbor, Mich., in 1986. In 1991, she became fundraising manager for the National Center for Manufacturing Sciences, also in Ann Arbor. And in 1996, she joined the University of Michigan (Dearborn Campus) as director of corporate and foundation relations.

A joint BS/BA degree from the University of Michigan in literature, creative writing and science has served as the foundation for successful proposal development in a wide variety of disciplines. She considers U of M's comprehensive liberal arts education to be the reason several of her direct mail appeals were selected for awards from Jerry Huntsinger and the Detroit Direct Mail Association, and for publication in anthologies. Her CFRE has opened the door to many new opportunities.

 


Shail Kumar
Senior Director, External Relations, College of Letters & Science
University of California at Berkeley

Shail Kumar joined UC Berkeley in 2006 and is advancing the research, education and public service agenda of the university by developing relationships with and raising funds from corporations, foundations and individuals. These extramural funds include gifts, in-kind contributions, executive training fees and research grants.

He is also working with deans and faculty members to strengthen interdisciplinary centers, establish collaborations with overseas education and research institutions, and promote entrepreneurship.

Prior to UC Berkeley, Kumar was most recently senior director, corporate strategic planning at Lam Research, a major supplier of wafer fabrication equipment and services to the world's semiconductor industry. Earlier, he was founder and CEO of two start-ups and held strategic, operations and financial management roles at Applied Materials, FMC Corp. and Eicher Goodearth (India).

In addition, Kumar has been an active volunteer, he was the president of IIT Foundation, a U.S.-based nonprofit organization representing North America-based alumni of IIT Kharagpur. He was also a co-founder of the Pan-IIT movement.

He has a master's degree in business administration from the Kelley School of Business at Indiana University, Bloomington and B. Tech (Hons.) from the Indian Institute of Technology (IIT), Kharagpur.


Kathy Kuy
Senior Associate Director, Corporate and Foundation Relations
Boston College

Kathy Kuy joined the advancement team at Boston College in 2008 as senior associate director of corporate and foundation relations. Kuy's career in corporate and foundation fundraising has spanned 20 years, always with a focus on education, from higher education to special education, adult education and education technology.

At Boston College, she secures funding for the College of Arts & Sciences, with a targeted focus on the natural sciences, one of the university's seven strategic directions and a key element of a $1.5 billion campaign launched in the fall of 2008. Prior to Boston College, she worked for 10 years at the Center for Applied Special Technology/CASE, an independent research institute focused on education technology in curriculum development, teacher preparation, and education policy.

Kuy has education degrees from the University of Maine and the School for International Training.


Todd Logan
Director of Corporate Relations, School of Engineering
Stanford University

Todd Logan is the director of corporate relations in Stanford's School of Engineering. Prior to joining Stanford Engineering he was director of Media X Partner Programs at Stanford and a member of the Media X Executive Committee.

He has over 16 years of experience in business development and marketing in the technology industry. He was vice president of corporate marketing at Vivant Corporation where he was responsible for strategic partnerships, marketing strategy and corporate communications. He has worked with Fortune 500 companies and leading Internet companies including IBM, Apple Computer, Netscape, and E*Trade. He has launched over a dozen technology products into the market, as well as launched early stage technology companies like Wave Research, purchased by EMC Corporation.

Logan received his bachelor's degree in engineering from California Polytechnic University, San Luis Obispo and his master's degree in business administration from the Stanford Graduate School of Business.


Peter Manzo
President & CEO
United Ways of California

Peter Manzo was appointed president & CEO of United Ways of California in November 2008.

Prior to United Way, he was with the Advancement Project, Los Angeles where he directed strategic planning, fundraising and communications for the civil rights organization seeking large-scale change in education and public safety systems. He also served as the Eexecutive director and General Counsel for the Center for Nonprofit Management, and previously, Directing Attorney of Community Development Programs at Public Counsel.

Manzo received a law degree from University of California, Berkeley's Boalt Hall School of Law and degrees from University of Notre Dame and London School of Economics.


Traci Merrill
Interim Director, Sponsored Programs
University of San Diego

As interim director for the Office of Sponsored Programs at the University of San Diego (USD), Traci Merrill is responsible for increasing research at the university by facilitating and assisting administration, deans and faculty in the pursuit of increased research collaboration across USD disciplines, as well as with local and national institutions.

During her tenure as interim director since April 2009, proposal submissions increased by 48 percent, award amounts increased 18 percent and the number of awards rose 31 percent.

Merrill has served as assistant director of the Office of Sponsored Programs since 2003, where she successfully facilitated post award oversight for more than 370 grants and contracts totaling $54.64 million. Previously, she held management positions at the University of San Diego in Graduate Career Programs and University Ministry.

Merrill is a member of the National Council of University Research Administrators (NCURA), Council on Undergraduate Research (CUR) and the Society of Research Administrators (SRA). She holds a master's degree in education from the University of San Diego and a bachelor's degree from San Diego State University.


Karen Kashmanian Oates
Deputy Division Director, Undergraduate Education
National Science Foundation

Karen Kashmanian Oates currently serves as the deputy director for the Division of Undergraduate Education at the National Science Foundation (NSF). Prior to joining NSF, Oates was the founding provost at Harrisburg University of Science and Technology, associate dean and director at George Mason University as well as and the Co-P.I. on a large, national dissemination grant entitled SENCER- Science Education for New Civic Engagements and Responsibilities. She has also served as senior science adviser for the International Women in Science and Engineering (IWISE).

Oates received her bachelor's degree in biology from Rochester Institute of Technology and her doctorate in biochemistry from George Washington University. After completing her degree, she continued her work for a year at the National Institutes for Health/National Cancer Institute as a visiting research fellow, working on the proliferative effects of thymic hormones. She has published numerous research papers and received numerous grants and awards for her research. In 1985, she joined the faculty of George Mason University where she served on a number of academic and student service planning committees related to "re-envisioning" education for the new millennium. In 1995 she became one of the founding deans of the College of Integrative Studies (New Century College) at George Mason University.

Nationally, Oates conducts faculty development workshops on a variety of topics including progressive pedagogical approaches to support learning, assessment strategies, integrating service learning into the curriculum, community- and discovery-based undergraduate research, using research on "how people learn" to inform curricular design and pedagogies to support the establishment of learning communities. She is a Eurasia Specialist with USAID/HED (Higher Education for Development) and participates routinely in global education and research initiatives.

She has been appointed to several important national committees including: The Interagency taskforce on Workforce Development (interagency), Boosting innovation Now (NSF program), Committee on Stewardship (EHR Directorate), Aerospace Workforce Revitalization task force (congressionally mandated) and the Climate Change Education program-chair (NSF wide) as well as being a member of the interagency committee on Energy and Sustainability. At NSF, Oates serves as a senior executive with leadership responsibilities to help cultivate a world class, broadly inclusive science and engineering workforce and expand the scientific literacy of all citizens. She is the recipient of the 2008 Bruce Albert Award for excellence in Science Education.


David Ochoa
Director of Development/Government Liaison
New York College of Osteopathic Medicine at New York Institute of Technology

David Ochoa is an entrepreneur, philanthropist and educator. His diverse background includes senior executive leadership in telecommunications, broadcast, film and television production and higher education. He has served in leadership roles at several colleges and universities and is currently the development director/government Liaison for New York College of Osteopathic Medicine at New York Institute of Technology.

He is co-founder and former CEO of Buena Vision Cable Company of Los Angeles, which was the nation's second largest minority-owned Telecommunications Company. The winner of two Emmy Awards, he previously served as executive producer for programming at WNBC-TV, NY. He is co-founder and senior executive of Bilingual Children's Television. Ochoa has successfully planned and executed multimillion dollar fundraising campaigns.


Cheryl Pierce
Vice President, Corporate Services & Events
Bank of the West


Susan C. Puryear
Director of Sponsored Programs and Research
Clark University

Susan C. Puryear is the director of sponsored programs and research at Clark University. Her work involves the stewardship of government grants for university signature programs, as well as research faculty support through funding identification, strategic collaboration development and other services. Prior to taking this position in 2009, she served on Clark's Institutional Review Board for Research on Human Subjects as their community representative.

Puryear came to Clark from the Bay Area of California where she worked as a consultant with nonprofit organizations in the areas of education research, program design, and fundraising and development. She also served on the boards of directors of two Bay Area nonprofits dedicated to early childhood education and youth development. She has additional experience in small business development through her work as a program director with the Baruch College Small Business Lab and as a business development associate with the Interracial Council for Business Opportunity, both in New York, N.Y.

She holds a bachelor's degree from Yale University, a master's degree from the Harvard Graduate School of Education, and a law degree from Stanford Law School.


Catherine Pyke
Program Officer
The Hearst Foundations

Catherine Pyke has worked as a program officer for the Hearst Foundations, national foundations with headquarters in New York and a western office in San Francisco, since 1986. She assists the foundations in reviewing proposals and making grants to nonprofit organizations that serve needs in education, health, social services and the arts. She is on the road frequently, visiting organizations located west of the Mississippi River.

A graduate of Scripps College in Claremont, Pyke did her graduate studies in education at Stanford University. She serves on the Education Committee of Episcopal Charities, the audit committee of the Junior League of San Francisco and the advisory committee of the Mental Health Association of San Francisco.


Kevin Reeds
Director, Corporate and Foundation Relations
US Naval Academy

Kevin Reeds is the director of corporate & foundation relations at the United States Naval Academy Foundation in Annapolis, Md. He has over 20 years of senior-level sales management and fundraising experience.

Reeds holds three GPS-related patents including the Sailtrak system used by ESPN to graphically illustrate the America's Cup since 1991. He is an experienced racing sailor and sailed as the navigator for the AmericaOne syndicate during its 1999 America's Cup campaign in New Zealand. He is also certified by U.S. Sailing as a Principle Race Officer.

He received a bachelor's degree in business administration with cum laude honors as well as a master's degree in Nonprofit and Association Management from the University of Maryland.


David Riemer
Executive-in-Residence, Haas Institute for business Innovation
University of California at Berkeley

David Riemer is one of the leading marketers in the Internet industry. He spent the last decade developing and bringing great products to web users worldwide.

Following his career as an ad agency president at JWT, Riemer brought his strategic and marketing leadership to two start-ups and an Internet titan, Yahoo!. In various roles over six years at Yahoo!, he led the marketing teams on both the BtoB and consumer sides of the business where he managed marketing for virtually all of Yahoo!'s products across their customer base of 500M users. He is now advising emerging Internet and consumer technology companies through his new company Box Out Industries. He specializes in helping businesses clarify their product strategy, go-to-market approach and business model. He has also started a production company (Spiral Staircase LLC) to produce theatrical projects.

Riemer mentors future business professionals in his role as executive-in-residence at Haas Business School (UC Berkeley) and serves on the Boards of the Destiny Art Center (Oakland) and the American Conservatory Theater (San Francisco).

He earned his undergraduate degree from Brown University, and a master's degree in business administration from Columbia University.


Jay Rodriguez
Chairman
The Muriel Pollia Foundation

Jay Rodriguez is chairman of The Muriel Pollia Foundation and brings more than 40 years experience as a giving officer to the philanthropic community. Previously, he served as vice president, corporate information for NBC, responsible for corporate contributions, events and advertising for 20 years. He served as president of the Hafif Family Foundation, was chair of the Maloof Foundation for Arts and Crafts, and now serves as chair of the Muriel Pollia Foundation.

He was a member of the American Red Cross Board of Governors and a trustee of University of La Verne for 30 years. He created the KNBC Health Fair with the Los Angeles Red Cross, which served over 2 million people in 25 years. In 2008 Rodriguez was honored as Los Angeles County Volunteer of the Year by the Association of Fundraising Professionals.


Emily Rogers
Chief Growth Officer &President
IEG Advisory Services Group

Emily Rogers is a seasoned sponsorship professional with more than 10 years of experience in the industry. She joined IEG in 2000. As chief growth officer & president, she oversees IEG's business development, advisory services, valuation and research departments. Her group provides organizations with strategies and tools to dramatically increase their sponsorship revenue through customized packaging models, targeting reports, objective pricing recommendations and actionable sales and renewal tactics.

Rogers is a frequent speaker on the topic of sponsorship trends and best practices as well as strategic philanthropy. She has shared her insights with audiences throughout North America, Europe, Latin America and Asia.

Prior to joining IEG, Rogers was senior sponsorship executive for the Florida State Fair. Prior to her work with the fair, she represented the Florida Citrus industry as an international public relations spokesperson. She is a past member of the Florida Festivals and Events Association board of directors and served as board chair for two years. She is a member of the Florida Education Foundation board of directors and executive committee.

Rogers has a master's degree in education from Florida State University and a master's degree in educational leadership from the University of South Florida.


Freddy Santos
Regional Marketing Manager
Allstate Insurance Company


Bruce Sievers
Visiting Scholar, Center on Philanthropy
Stanford University

Bruce Sievers is a Visiting Scholar and lecturer at Stanford University and adjunct professor at the Institute for Nonprofit Organization Management at the University of San Francisco. He also serves as a Senior Fellow with Rockefeller Philanthropy Advisors.

Sievers has taught political science and was a legislative assistant in the U.S. Senate. He was the founding executive director of state humanities councils in Montana and California and served as executive director of the Walter and Elise Haas Fund, a private foundation in San Francisco, from 1983 to 2002. His work in philanthropy has included serving on the board of directors of the Council on Foundations and chairing the board of the Northern California Grantmakers. His book, Civil Society, Philanthropy and the Fate of the Commons (University Press of New England), was published in March, 2010. He currently serves on the boards of the Fulbright Association and Great Nonprofits.

He received a bachelor's degree in international relations and a master's degree and doctorate in political science from Stanford University. He studied at the Freie Universitaet Berlin as a Fulbright Scholar.


Anthony St. George
Director of Development, CITRIS
Executive Director, Dado and Maria Banatao GLOBE Center for Global Learning and Outreach

Anthony St. George is the director of development at CITRIS as well as the executive director of the Dado and Maria Banatao GLOBE Center for Global Learning and Outreach from UC Berkeley Engineering. In these capacities, he oversees the corporate and foundation development program for CITRIS in conjunction with his role at the College of Engineering where he focuses on international relations and development for the college.

In November 2005 St. George came to Berkeley and CITRIS from MIT where he had served as assistant dean for development and communications in the School of Engineering. Before taking on this position he served as an associate director in MIT's Office of Corporate Relations where he led a team of officers to develop and foster research relationships between MIT and ITC and financial services corporations in the United States, Europe and Asia, also personally managing a portfolio of corporations in Taiwan, Korea and Thailand. Prior to MIT, St. George worked at the Harvard Business School as a research associate developing international case studies on global corporations in Asia, the United States and Europe.

St. George earned his doctorate from Harvard University in East Asian languages and civilizations.


Sean Stannard-Stocton
CEO
Tactical Philanthropy Advisers

Sean Stannard-Stockton is the founder of Tactical Philanthropy Advisors. Prior to starting Tactical Philanthropy Advisors, Stannard-Stocton spent a decade in the wealth management industry and co-founded a successful investment advisory firm that caters to the needs of philanthropic families. A former columnist for the Financial Times, current columnist for the Chronicle of Philanthropy, and author of the influential blog, Tactical Philanthropy, he is a leading expert in philanthropy.

He is a member of the World Economic Forum's Global Agenda Council on Philanthropy and Social Investing. He is also a member of the Alliance for Effective Social Investing. He serves on the advisory boards of Charity Navigator and the Chartered Advisor in Philanthropy program. Stannard-Stocton speaks and writes frequently about philanthropy. His writing has appeared in the Financial Times, the Chronicle of Philanthropy, the Stanford Social Innovation Review, Wealth Manager Magazine and the book Mapping the New World of American Philanthropy as well as other print and online publications. His past engagements include the Council on Foundations Conference, the National Conference on Volunteering & Service and a number of top universities. He also hosts and moderates the Tactical Philanthropy Forum, an offline gathering of the Tactical Philanthropy community to engage in conversation with social sector leaders.

Stannard-Stocton holds a degree in economics from the University of California, Davis as well as the Chartered Financial Analyst (CFA) and Chartered Advisor in Philanthropy (CAP) designations.


Eric Thompson
Director of Corporate and Foundation Relations
Purdue University Calumet

Over the past 25 years, Eric Thompson has been involved in higher educational organizations in multiple capacities including: student, graduate assistant, faculty member, administrator and fundraiser. His primary experience in front-line fundraising over the past 12 years has included concluding three significant capital campaigns for the Illinois Institute of Technology ($250M), the University of Colorado ($1B) and most recently completing Purdue Calumet's portion of Purdue University's $1.5B Campaign for Purdue.

As a generalist by temperament and training, his work experience has primarily involved directing specific colleges' development plans, soliciting major gifts, strategic planning, corporate and foundation relations, and completing the public phases of capital campaigns.

Thompson holds a master of business administration degree from the University of Illinois at Chicago in management, marketing and entrepreneurship and a master of fine arts degree from the School of the Art Institute of Chicago. His undergraduate degree is from the University of Colorado at Boulder. Additionally, he is the proud holder of the CFRE credential, initially certified in 2006 and re-certified in 2009.


Janet Wasserstein
Associate Director, Foundation Relations
Massachusetts Institute of Technology (MIT)

Janet Wasserstein is an associate director in the Foundation Relations Department at MIT. She focuses on developing and strengthening relationships with a portfolio of private foundations, and is responsible for projects in the fields of science, educational technology, museums, medical research and management.

Prior to joining Foundation Relations in December 2002, she was the communications and development officer at MIT's Center for Advanced Educational Studies that focused on educational technology and distance learning. She has a particular interest in social entrepreneurship and foundations working in this area.

From 1991-2000 she was special assistant to the executive director of the Massachusetts Corporation for Educational Telecommunications that served K-12 students with programs using educational technology. Earlier in her career, she was an administrator at the Harvard University Arts Museums, and initiated and managed a cultural exchange and research grant program within the cultural affairs division of the US Embassy in London. She also served as assistant to the President of the Carnegie Corporation of New York and grants assistant at the Nuffield Foundation in London.


 

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Session designers

Dennis Alexander
Director, Foundation Relations
Texas Christian University

(see bio under Elective Session Speakers)


Ann Arvin
Vice Provost and Dean of Research, Lucile Salter Packard Professor of Pediatrics and Professor of Microbiology and Immunology
Stanford University

(see bio under Elective Session Speakers)


Coleen Burruss
Director, Corporate Relations
Northwestern University


Noelle Tisius Gervais
Executive Director of Corporate & Foundation Relations
Loyola Marymount University

Noelle Gervais's career has focused on bringing the philanthropic and nonprofit communities together in an effort to reach a common goal. With extensive experience in promoting higher education, scientific research and health care, Gervais has helped three internationally known academic medical centers obtain more than $200 million for the health care enterprise. As a program officer for a Los Angeles-based foundation, she worked with hospitals and other health care agencies to enhance their health systems, develop their workforce and improve community health.

Prior to her arrival at Loyola Marymount University in June as executive director of development, corporate and foundation relations, Gervais was a program officer for UniHealth Foundation. She has also held leadership positions in fundraising and communications for Stanford University, UCLA and USC.

She received a bachelor's degree in English, a Secondary Teaching Credential and a Certificate in Health Care Management from UCLA.


Laura Schranz
Director, Corporate and Foundation Relations
New York Institute of Technology Main Campus

Laura Schranz is the director of corporate, foundation and government relations at New York Institute of Technology (NYIT). She is responsible for philanthropic outreach to the foundation and corporate community in support of NYIT's seven academic schools. In addition, she provides government relations services for NYIT at the federal and state and local level. Prior to joining NYIT in October 2008, Schranz was a consultant for a firm that provided fundraising, development, and government relations services to multiple nonprofit organizations.

She is an active member of the Long Island Chapter of the Association of Fundraising Professionals and a member of the AFP-LI Government Relations Committee. She is also a member of Women in Development, NY Chapter. Schranz is a college lecturer on grant writing and research techniques. A graduate of SUNY Stony Brook, she is currently pursuing a graduate degree.


Kevin Reeds
Director, Corporate and Foundation Relations
US Naval Academy

(see bio under Elective Session Speakers)


Eric Thompson
Director of Corporate and Foundation Relations
Purdue University Calumet

(see bio under Elective Session Speakers)


Janet Wasserstein
Associate Director, Foundation Relations
Massachusetts Institute of Technology (MIT)

(see bio under Elective Session Speakers)

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