21st Annual CASE Conference for Institutionally Related Foundations

Faculty

Conference Chair

Mark W. Long
Chief Financial Officer
Georgia Tech Foundation, Inc.

---

Planning Committee

Jon Enslin
Vice President for University Advancement
University of Wisconsin-Whitewater Foundation

---

Kathy Hall
Executive Director
Kirkwood Foundation

---

Theresa M. Mendoza
Senior Advisor, Campus Advancement Programs
California State University Office of the Chancellor

---

Brian Otis
Vice President for Development & Campaign Management
University of Connecticut Foundation

---

Featured Speakers

G. Wayne Clough
Secretary
Smithsonian Institution

Wayne Clough is the 12th secretary of the Smithsonian Institution, the world's largest museum and research complex. The Smithsonian includes 19 museums and galleries, 20 libraries, the National Zoo and nine research centers and has activities in nearly 100 countries.

He is responsible for an annual budget of $1 billion with about 6,000 employees. As a federal trust, the Smithsonian receives about 65 percent of its funding from the federal government and generates funding from contributions and business activities such as museum shops.

Since Clough became secretary in 2008, more than 350 exhibitions have opened across the Smithsonian. He has overseen the opening of major permanent exhibitions, including the Star-Spangled Banner at the National Museum of American History, the Hall of Human Origins at the National Museum of Natural History, the new wing at the National Air and Space Museum's Udvar-Hazy Center and Asia Trails at the National Zoo.

Before his appointment to the Smithsonian, Clough was president of the Georgia Institute of Technology for 14 years. He was a member of the faculty at Duke University, Stanford University and Virginia Tech. He served as head of the department of civil engineering and dean of the College of Engineering at Virginia Tech and as provost at the University of Washington. He is the recipient of eight honorary doctorates.

He received his bachelor's and master's degrees in civil engineering from Georgia Tech and his doctorate in civil engineering from the University of California, Berkeley.

---

Steven Cochrane
Managing Director
Moody’s Analytics

Steven Cochrane is managing director of Moody's Analytics. He oversees the U.S. regional forecasting service and directs the research and development activities of the research staff. He oversees the forecasts for all 50 states and developed the Global Cities service. He also edits the Regional Financial Review, the monthly publication that analyzes U.S. macro, regional, industry and international trends.

An analyst with Moody's Analytics since 1993, Cochrane has been featured on Wall Street Radio, the PBS NewsHour and CNBC.

He earned a doctorate in regional science from the University of Pennsylvania, a master's degree from the University of Colorado Denver and a bachelor's degree from the University of California, Davis.

---

Lois G. Lerner
Director, Exempt Organizations
Internal Revenue Service

Lois Lerner is the director of exempt organizations for the Internal Revenue Service. She oversees approximately 900 employees who are responsible for reviewing applications for tax-exempt status, developing guidance and rulings, conducting examinations and other compliance activities, and carrying out customer education and outreach efforts.

Lerner joined the IRS as the director of EO Rulings and Agreements in 2001, after serving as general counsel for the Federal Election Commission. Prior to that, she served for fourteen years as the Commission's associate general counsel for enforcement. Lerner began her career in government as a staff attorney in the Honor's Program at the United States Department of Justice.

She led the first comprehensive redesign of the Form 990, the information form filed with the IRS by tax-exempt organizations. The redesigned form enhances transparency by providing key financial information, as well as information about the activities, operations, structure and governance practices of exempt organizations. Most recently, she hosted the Fourth International Charity Regulators Conference bringing together executive level charity regulators from across the globe to share best practices, engage in policy discussions, build relationships and encourage collaboration among the jurisdictions.

Lerner received her undergraduate degree from Northeastern University and her law degree from Western New England College. She is a member of the Massachusetts Bar and past president of the Council on Governmental Ethics Laws (COGEL), an international association of ethics regulators. In 2008 she received the prestigious COGEL award.

---

Davia Temin
President and CEO
Temin and Company, Inc.

Davia Temin is CEO of Temin and Company Incorporated, a boutique management consultancy focused on reputation, risk and crisis management; marketing and media strategy; marketing through thought leadership; and high-level leadership and communication coaching. The firm helps corporations, institutions and leaders create, enhance and save reputations, advancing their strategic priorities and bottom line growth.

Clients include the CEOs and boards of some of the world's largest and most well-known corporations, financial institutions, portfolio companies, pharma and biotech companies, law firms, consulting firms, publishing houses, venture capital and private equity firms, authors, politicians, and colleges and universities.

Temin is a highly experienced marketing, media, reputation and leadership strategist. She serves as the spokesperson for major organizations during crisis, coaches more than 20 global CEOs, is a frequent and popular public speaker, and advises worldwide corporations on the strategic direction of their women's councils. She runs and moderates popular CEO and corporate programs, and has appeared as a guest on every major network in the United States and numerous local and national television shows around the world. She writes a Forbes.com column called "Reputation Matters" (http://blogs.forbes.com/daviatemin) and is a contributor to The Huffington Post (http://www.huffingtonpost.com/davia-temin) and The American Banker (http://www.americanbanker.com/bankthink) .

Prior to starting the firm in 1997, Temin led Corporate Marketing for GE Capital, Schroders, Scudder, Stevens and Clark, Citicorp Investment Bank and Columbia Business School. She is the first vice chair of the board of trustees of the Girl Scouts of the United States and chair of the board of Video Volunteers. In 2012, she was named one of "30 Outstanding Women" advancing women and girls' leadership by the National Council for Research on Women.

She is featured in numerous books, including Wall Street Women, and is currently writing a book on crisis management. Her twitter handle is: twitter.com/DaviaTemin.

---

Speakers

Joe Bales
Vice President for Development and University Relations
Middle Tennessee State University

---

John Carter
President and Chief Operating Officer
Georgia Tech Foundation

---

Marta Loyd
Vice Chancellor University Advancement and Executive Director of Foundation
University of Arkansas-Fort Smith

---

Robert Moore
President and CEO
Lipman Hearne

---

George Moss
Chief Investment Officer
Louisiana State University

---

Mike Oyster
Managing Principal
Fund Evaluation Group

---

Leonard Raley
President and CEO
University System of Maryland Foundation

---

Alisa Robertson
Chief Development Officer
University of Wisconsin Foundation

---

David Shufflebarger
Managing Partner
Alexander Haas

---

Donna Vuchinich
President and CEO
University of Hawaii Foundation

---

Richard Massey
Associate Vice President for Foundations
Old Dominion University

---

Walter Massey
Vice President for Development and Alumni Affairs
Georgia State University

---

Milford McGuirt
Partner
KPMG

---

Keetha Mills
President and CEO
Foundation for California Community Colleges

---

Thomas Mitchell
Executive Vice President
University of Florida Foundation

---

Melissa Conner
Vice President for Advancement
Foundation for California Community Colleges

---

Jody Donaldson
Scholarship Alumni Director
Kirkwood Foundation

---

Rob Fischman
Associate Vice President and Chief Financial Officer
University of South Florida

---

Bruce Flessner
Principal
Bentz Whaley Flessner

---

Karen Gries
Principal, Exempt Tax Services
Larson Allen LLP

---

John Gyllin
Executive Director, Foundation for Seminole State College of Florida
Seminole State College of Florida

---

Cheryl Hitchcock
Vice President for Institutional Advancement
Morgan State University

---

William Jarvis
Managing Director
Commonfund Institute

---

Kirk Jewell
President and CEO
Oklahoma State University

---

Wayne King
President and CEO, WVU Foundation
West Virginia University

---

Michael Knetter
President and CEO
University of Wisconsin Foundation

---