20th Annual CASE Conference for Institutionally Related Foundations

Faculty

Conference Chair

Thomas Mitchell
Executive Vice President
University of Florida Foundation

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Planning Committee

Clark Cropp
Senior Vice President
KU Endowment (University of Kansas)

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Julie Bolton Falgout
Executive Director
University of Louisiana Lafayette Foundation

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Lisa Heise
Controller and Campaign Manager
Great Basin College Foundation

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Curtis Simic
President Emeritus
Indiana University Foundation

Curt Simic has more than forty years of experience in development at both public and private institutions of higher education. He started his career at the Indiana University Foundation and returned seventeen years later as president. He retired after 20 years of service and leadership in August 2008 to become president emeritus of Indiana University Foundation and he continues to assist the development program of Indiana University.

In the years Simic was building his career outside of Indiana, he worked in increasingly responsible positions in development, alumni, and external relations in public and private institutions all parts of the country: Yale, the Universities of Tennessee, Alabama, Oregon, and the University of California-Berkeley, where he served as vice chancellor for Development and President of the University of California-Berkeley Foundation. There he directed the largest fundraising campaign ever conducted at a public university at that time.

Simic is a national leader in development. He has served on the national board of the Council for the Advancement and Support of Education, was a founding member of the National Committee for Institutionally Related Foundations, now a part of CASE, and a founding member of the Institutionally Related Foundations Planning Committee of the Association of Governing Boards of Universities and Colleges. He served as dean of faculty and was a faculty member of the Big Ten Fund Raisers Institute for 20 years.

Among other honors, Simic was an inaugural recipient of the CASE Commonfund Institutionally Related Foundation Award for Professional Leadership, and received the Frank L. Ashmore Award for Service to CASE and the Advancement Profession and the Crystal Apple Teaching Award from CASE. He also received Lifetime Achievement Award from CASE in July, 2010, one of its highest honors. He was presented with the Distinguished Hoosier Award by former Indiana Governor Frank O'Bannon and recently received the State's highest honor, the Sagamore of the Wabash, from Governor Mitch Daniels. On the occasion of his retirement, Curt received Indiana University's highest honor, the University Medal, from IU President Michael McRobbie and the IU Trustees. Also, in celebration of his career, friends and colleagues gave $1.3 million to establish Onward! The Curtis R. Simic Scholarship for Leaders at IU Bloomington.

Currently he is serving as consultant and mentor to the leadership of colleges and universities, both public and private, and institutionally related foundations.

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Faculty

David Bahlmann
President/CEO
Ball State University Foundation

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Dennis M. Barden
Senior Vice President
Witt/Keiffer

Dennis Barden is a senior vice president at Witt/Keiffer. He joined the Witt/Kieffer team in 1998 after 20 years in academic administration. He began his administrative career at his alma mater, St. Lawrence University, and went on to serve on the staffs at Georgetown University and Northwestern University.

Barden subsequently served 11 years at the University of Chicago, first as assistant dean of its law school and then as an assistant vice president. He has supported searches for CEOs, chief academic officers, deans, and development and administrative leadership in both public and private institutions. He is particularly attuned to the delicate balance between the traditions of shared governance and the demands of a rapidly changing marketplace within higher education. He has written on the challenges faced by deans in a changing administrative environment and on institutional accountability to donors.

He is a recipient of CASE's Crystal Apple Award for excellence in teaching. He is also affiliated with the Association of Fund Raising Professionals and the Association for Healthcare Philanthropy. Barden is a past chair of the American Council on Education's Executive Search Roundtable and is a regular contributor to The Chronicle of Higher Education.

 

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Robert Berdahl
Interim President
University of Oregon

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Tracy Boak
Of Counsel
Perlman and Perlman LLP

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Marianna G. Dyson
Member
Miller & Chevalier

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Karen Gries
Principal, Exempt Tax Services
Larson Allen LLP

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John Glier
President & Chief Executive Officer
Grenzebach Glier & Associates

John J Glier, president and chief executive officer of Grenzebach Glier & Associates, Inc. (GG&A) and president of Grenzebach Glier Europe Limited (GGE), is a consulting professional long recognized for his work in providing strategic counsel to large-scale fundraising campaigns in higher education, academic healthcare, and major cultural not-for-profit institutions.

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Kathy Hall
Executive Director
Kirkwood Foundation

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William Jarvis
Managing Director
Commonfund Institute

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William Kirwan
Chancellor
University System of Maryland

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Susan Kubik
Vice President for Institutional Advancement (Emeritus)
Northampton Community College

Susan Kubik, vice president for institutional advancement (emeritus), Northampton Community College, is widely regarded as one of the most successful college fundraisers in the country. The college foundation that she directs is a four-time recipient of the CASE Circle of Excellence Award.

Kubik, her foundation board and staff, have developed a fundraising program that generates more than $2 million per year, built an endowment that provides more private scholarship funds for students than any other community college in Pennsylvania, exceeded goal in several ambitious fundraising campaigns, and written grant proposals that bring in more than $7 million each year.

She has been honored with the CASE/Commonfund Award for Institutionally Related Foundation Executives, CASE District II's Professional of the Year Award, and the Frank L. Ashore Award for service to CASE and the advancement profession.

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John 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, he 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.

Lippincott has also held public relations posts at Ithaca College in New York 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.

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Jeffrey Mechanick
Assistant Director
Financial Accounting Standards Board (FASB)

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Thomas Arden Roha
Founding Partner
Roha & Flaherty

Thomas Arden Roha is a partner at the law firm of Roha & Flaherty, which serves as counsel to many nonprofit organizations, including CASE.

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James Sarni
Managing Principal
Payden & Rydel

James Sarni is a managing principal at Payden & Rygel and a member of the executive committee of the board of directors. Sarni is a member of the firm's investment policy committee and serves as a senior portfolio manager advising pension funds, insurance companies, corporations, health care organizations, Taft-Hartley plans, universities and endowments. Sarni is a director of Payden & Rygel Global Ltd. and Payden Global Funds plc.

Prior to joining Payden & Rygel, Sarni was a vice president and senior portfolio manager at First Interstate Bank where he managed the trust department's commingled bond funds as well as institutional client portfolios.

Sarni is a member of the board of directors of the Center for Investment Studies at University of Southern California's Marshall School of Business, the Pasadena City College Foundation, and the Mayfield Senior School. He is past president of the Washington, DC based Investment Adviser Association and the CFA Society of Los Angeles and is a member of the CFA Institute. He is also past president of the St. Philip the Apostle school board of trustees.

Sarni holds the Chartered Financial Analyst designation. He earned an master's in business administration with an emphasis in finance and a bachelor's degree from the University of Southern California.

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Mary Spangler
Chancellor
Houston Community College System

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James Votruba
President
Northern Kentucky University

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