Concurrent and Featured Session Speakers
Ralph Amos
Assistant Vice Chancellor for Alumni Relations
University of California, Los Angeles
Ralph Amos has been chief executive officer of the UCLA Alumni Association and assistant vice chancellor of alumni relations at UCLA since August 2007. Prior to this, Ralph served as executive director of the Ohio University Alumni Association and assistant vice president of alumni relations for Ohio University. He has also served at the alumni association of his undergraduate alma mater, Ohio State University, for eight years—including four years as the assistant vice president of membership and marketing.
Fluent in French, Ralph received his bachelor's degree in international studies from Ohio State University and a master's in public administration from Ohio University. He is currently pursuing his doctorate in higher education administration.
Ralph has been a member of the CASE Committee on Opportunity and Equity, the CASE Commission on Alumni Relations and the CASE Board of Trustees. He has taught at many CASE conferences around the world and, in 2005, was awarded the prestigious CASE Crystal Apple for excellence in teaching.
Richard Banks
Associate Vice President, Alumni Affairs and Development Administration
Cornell University
Richard Banks is the associate vice president, alumni affairs and development administration for Cornell University, responsible for directing and executing administrative operations supporting the university's fundraising and alumni engagement programs. This includes serving as the senior finance officer and senior administrative officer for the division, and he is responsible for managing the human resources, advancement services, budget, planning and finance programs.
He previously served as director of alumni affairs and development services and as the deputy director of university development at Cornell and also as the director of business operations for Cornell's division of public affairs. Prior to joining alumni affairs and development he worked for eleven years in the Cornell University Controller's Office, including serving as university bursar.
Banks' volunteer service includes serving a member of the Cornell Class of 1972 Class Council and, since January 2012, as a board member for the Community Foundation of Tompkins County.
Sharon Beales
Vice President, Development and External Relations
Montgomery County Community College (Pa.)
Bringing more than 15 years of experience leading nonprofit fundraising programs, Sharon Beales serves as vice president of development and external relations for Montgomery County Community College. An institution with primary campuses in Blue Bell and Pottstown, Pa., the community college serves more than 34,000 credit and non-credit students pursuing 85 associate degree/certificate programs in 59 areas of study.
Overseeing the college's foundation and all fundraising efforts, as well as the marketing and communications department, Beales spearheads initiatives to develop controls, systems and policies for effective and efficient financial tracking of the foundation, as well as developed and launched internal communications programs to align strategic fundraising efforts with overall campus goals. During her tenure, she has elevated the foundation's stature and introduced pioneering methods for donor engagement by implementing a multichannel prospect management tracking system and launching the first ever major gifts committee of the board of trustees and foundation board.
Marianne Briscoe
President
Brakeley Briscoe
Marianne Briscoe is a specialist in nonprofit management and fundraising with more than 35 years of experience in higher education, arts and culture, and social service institutions. She heads Brakeley Briscoe, a multinational fundraising consultancy.
She has managed capital campaigns at the University of Chicago and at Saint Mary's College of California, where she served as vice president for advancement. Her higher education clients include Portland Community College, Chesapeake College, Oakton Community College, Anne Arundel Community College, and a large number of baccalaureate and graduate institutions.
Prior to her career in fundraising Briscoe taught English literature at the University of Michigan-Flint and at The Catholic University of America. She also served the Charter Revision Commission as public information officer and directed the Charter Referendum Campaign and a mayoral campaign in Flint, Mich.
She holds the Advanced Certified Fundraising Executive credential. She is editor and contributor to the book Ethics and Fundraising (Jossey-Bass) and has served as ethics columnist for Non-Profit Times. She contributed the essay "Capital Campaigns and the New Charitable Investors" to Understanding Donor Dynamics, (Jossey-Bass.)
Carolynn Brooks
Vice President, Chief Diversity Officer
OfficeMax
Carolynn Brooks serves as the vice president and chief diversity officer for OfficeMax. She he is responsible for the strategic direction of all initiatives designed to create a diverse workforce and promote inclusive practices to achieve the company's strategic business imperatives. Brooks has responsibility for workforce diversity, supplier diversity, EEO/AAP and community affairs. She is the chairperson for the OfficeMax Diversity Council and president of the OfficeMax Charitable Foundation.
Brooks joined OfficeMax in 2001 in human resources. In 2006, she was promoted to her current position to create a culture of inclusion and serve as a champion for change efforts related to a diverse work environment that promotes diverse perspectives and solutions to help customers and associates do their best work. Under her leadership, the OfficeMax Diversity Council oversees the strategic plans, metrics and accountability that embeds diversity- and inclusion-related initiatives at all levels within the organization.
She also led in the creation and launch of OfficeMax Associate Resource Groups to help OfficeMax promote broader associate understanding, appreciation of diverse experiences and perspectives, and identify solutions to workplace barriers. She oversees OfficeMax's community outreach to ensure that the company expands into the communities where they do business through their associate volunteer program and community outreach efforts.
In 2011, Brooks was recognized by Black Enterprise as a top executive in diversity. She was also profiled in the Diversity Business Journal as an "Executive Woman Worth Watching" and was awarded the AWBC Magazine Award for her service in the community. In 2010, she received the National Diversity Council's award as one of Illinois' Most Powerful and Influential Women. In 2009, she was awarded the Diversity Officer Leadership Award by Diversity Best Practices in Washington, D.C., for her innovative solutions and outstanding contributions to workplace diversity and inclusion.
Brooks attended Howard University and is a board member for the Chicago Metropolitan YWCA, The Kids in Need Foundation and the National Hispanic Corporate Council (NHCC). She is a former member of Du Page County Workforce Board and the Board of Exceed Financial Credit Union.
Terry Callaghan
Assistant Vice President
Rutgers University Foundation
Terry Callaghan is the assistant vice president of the Rutgers University Foundation. As a member of the foundation senior staff, she provides strategic system implementation and advancement services support to the foundation, alumni relations and the university. She is responsible for all aspects of systems support including the advancement system, SharePoint collaboration center, accounting and reporting systems as well as computer operations, PC support, the foundation and alumni relations web presence.
Callaghan is currently the co-chair of the Association for Advancement Services Professionals Best Practice Committee for Information Technology. She is past chair of the Ellucian Advance User Group, past chair of the Ellucian Product Advisory Group and founding chair of the Ellucian Advance Web Access User Group. Prior to her position at Rutgers, she worked in Information Technology at a Fortune 100 company.
Sandra Chen Lau
Assistant Dean for Advancement & External Relations, School of Architecture
University of Southern California
Sandra Chen Lau is the assistant for advancement and external relations at the School of Architecture at the University of Southern California. She has been recognized continuously in Who's Who in America and Who's Who in Asian America for her leadership, work and commitment to diverse communities.
Lau was named one of the top thirty most influential Asian Americans under 30 in 2001. She is a frequent commentator in the media and has been featured in national press including Time Asia, The Los Angeles Times, NBC News and KFWB News.
Jon Derek Croteau
Vice President
Witt/Kieffer
Jon Derek Croteau's experience in higher education and not-for-profit organizations encompasses human capital assessment, leadership and management. Based in Rochester, N.Y., he is a vice president and partner with Witt/Kieffer's education, academic medicine and not-for-profit practices. He has conducted numerous executive searches and human capital assessments for universities, colleges, healthcare organizations, foundations and other not-for-profit groups.
Prior to joining Witt/Kieffer, Croteau served as assistant vice president for campaign planning and operations and assistant vice president for advancement services/director of organizational development and human capital management for Carnegie Mellon University. He publishes and presents regularly on talent management topics.
He is the author of The People First Approach, A Guide for Recruiting, Developing and Retaining the Right People; Making the Case for Leadership: Profiles of Chief Advancement Officers in Higher Education; and Effective Measures: The Return on Investing in Talent Management. He is on the Editorial Board for the International Journal of Educational Advancement, and is adjunct professor at the Warner School of Education at the University of Rochester. He has served on the Emerson College Alumni Association Executive Board of Directors, the Board of Ambassadors for the Home for Little Wanderers and was a mentor for Point Foundation.
Croteau graduated summa cum laude from Emerson College with a bachelor's degree in writing, literature and publishing. He earned a master's degree in counseling psychology from Northwestern University, a doctorate in administration, training and policy studies from Boston University and a Certificate in Language and Culture from the Universidad de Grenada in Spain.
Dane Cruz
Director, Cornell Interactive Theater Ensemble
Cornell University
As the director of the Cornell Interactive Theatre Ensemble (CITE), Dane Cruz is responsible for research, development and implementation of new training programs. He designs and delivers programming for academic institutions, corporations, nonprofit organizations, professional groups, conferences, government agencies and hospitals nationwide. He works as a training specialist with CITE using interactive theatre to address challenging workplace issues.
Over the past 15 years, the CITE team has reached thousands of people. Some clients include: Columbia University, Dartmouth College, ExxonMobil, ConAgra and the University of California, Berkeley. Cruz serves as producer and theatrical director for all CITE programming including interactive pieces and DVDs. As the primary liaison for external and internal clients, he provides oversight for the ensemble's business relations as well as supervision and training of regular and adjunct staff.
As an actor, he has worked in regional theatre, radio, film and industrial and corporate training via video, film and CD-Rom. He received his training at Florida State University in its BFA Program, and interned as an actor at McCarter Theatre in Princeton, N.J.
Lee Ann Dmochowski
Senior Admissions Counselor and Assistant Director for Communications and Marketing
Rutgers, The State University of New Jersey
Lee Ann Dmochowski is a senior admissions counselor and assistant director for communications and marketing with university undergraduate admissions at Rutgers, The State University of New Jersey. She manages web content and multiple social media channels for prospective student and their parents.
In the 1980's, she saved her senior undergraduate thesis to a PC with a cassette tape drive and has been on Facebook since 2005 to interact with students, first as an educational counselor and now with admissions.
She has a bachelor's degree in English from Rutgers University, a certificate in digital marketing from Rutgers Mini-MBA program.
Derrick Feldmann
CEO
Achieve
As CEO of Achieve, Derrick Feldmann provides overall leadership for Achieve. He is responsible for providing strategy to clients, overseeing the creative development of client work and leading the full execution of fundraising efforts for clients. He co-leads the research team on the Millennial Donor and Engagement Survey (millennialdonors.com) and leads the planning team for the Millennial Engagement Summit (MCON).
When not working closely with Achieve clients, he is a speaker on the latest trends in fundraising, online engagement and millennial donors. Prior to founding Achieve, Feldmann was responsible for national fundraising efforts at The LEAGUE and Learning to Give organizations. During his time at the organizations, he led successful expansion efforts into six new markets, acquired national TV partners for awareness campaigns and saw an increase of 200 percent in fundraising efforts under his guidance.
Feldmann is a graduate of Southeast Missouri State University. He received his graduate degree from the Center on Philanthropy at Indiana University. He is a board member of the International Association of Fundraising Professionals and the Starfish Initiative. He also serves on the Editorial Board of the Nonprofit Board Report.
Marc Freedman
Author
CEO and Founder, Civic Ventures
Marc Freedman is chief executive and founder of Civic Ventures, a think tank on boomers, work and social purpose. He spearheaded the creation of Experience Corps, now one of America's largest nonprofit national service programs engaging people over 55, and the Purpose Prize, which annually provides five $100,000 prizes to social innovators in the second half of life.
He is the author of The Big Shift: Navigating the New Stage Beyond Midlife, published in April 2011, which the New York Times called "an imaginative work with the potential to affect our individual lives and our collective future."
His earlier books include Encore: Finding Work That Matters in the Second Half of Life, Prime Time: How Baby Boomers Will Revolutionize Retirement and Transform America and The Kindness of Strangers: Adult Mentors, Urban Youth, and the New Voluntarism.
Recognized by Fast Company magazine in 2007, 2008 and 2009 as one of the nation's leading social entrepreneurs, Freedman is widely published and quoted in the national media and has been honored with numerous awards and fellowships, including an Ashoka Senior Fellowship, the Maxwell A. Pollack Award of the Gerontological Society of America and membership in the Innovators Network of The Japan Society. The NonProfit Times named him one of the 50 most powerful and influential individuals in the nonprofit sector in 2010. Civic Ventures and Freedman received the 2010 Skoll Award for Social Entrepreneurship at Oxford University in April 2010.
A high honors graduate of Swarthmore College, Freedman has a master's degree in business administration from Yale University and was a visiting research fellow of Kings College, University of London.
Kristen Fox
Vice President, Practice Leader
Eduventures
Kristen Fox directs Eduventures' services for senior university administrators, including presidents, provosts, vice presidents of fundraising and vice presidents of enrollment management. She works to ensure that Eduventures' clients have access to cutting edge data, analysis and insights to identify and navigate what is next. Prior to joining Eduventures, she held positions at the U.S. Department of State, the international equity research team at the Evergreen Investment Management Company, at Colgate University in the development office and was selected as a presidential management fellow. She also taught undergraduate global history and writing courses at the University of California at San Diego.
She has more than ten years of experience as a consultant and adviser to the higher education, government and nonprofit sectors and has worked with hundreds of universities across the United States. Her client engagements have included strategic market research projects to guide growth and branding strategies, supporting universities successfully achieve accreditation, benchmarking studies to help institutions identify cost-savings opportunities, professional development to improve fundraising results and university-wide strategic planning. She has presented at national industry conferences and her work has been cited in publications such as Inside Higher Ed and the Boston Globe.
Fox holds a master's degree from the University of California at San Diego and a bachelor's degree from Colgate University. She is active in community service and serves on the Boston board of the American Foundation for Suicide Prevention.
Jonathan Gibralter
President
Frostburg State University
Jonathan C. Gibralter joined Frostburg State University (FSU) as its 14th president in March 2006, bringing a solid record of educational and community leadership.
Under Gibralter's leadership, FSU has improved enrollment; renewed its focus on marketing, branding and raising the institution's profile; and successfully completed a comprehensive $15 million campaign, "Staking Our Claim: The Campaign for Frostburg." This campaign was completed ahead of time and exceeded the established goal by $1.7 million. The university has also developed a strategic plan focusing on the themes of sustainability, engagement, academics and leadership to guide its growth and meet goals set by the Middle States Commission on Higher Education. Gibralter is working with the entire Frostburg State University community and has already improved retention and graduation rates, and the university has eliminated the "achievement gap" between African-American and white students who now graduate at an equivalent rate.
Gibralter has aligned FSU with the issues of climate change and sustainability. He is a charter signatory and a member of the 2011-2012 steering committee of the American College and University Presidents Climate Commitment. In September 2009, FSU submitted a Climate Action Plan to the ACUPCC, with strategic steps for the campus to reduce carbon emissions. In April 2010, Gibralter was named to the Second Nature's National Transportation Policy Task Force, comprised of college and university presidents with the goal of combining institutions working to reduce greenhouse gas emissions and national transportation policy. In June 2010, he accepted the Climate Leadership Award on behalf of the entire Frostburg State University community for its determined efforts to be more sustainable.
As FSU president, Gibralter has worked tirelessly to address the issue of high-risk drinking by developing a community-based, multifaceted approach with his administration and key constituents off campus, including local residents, bar owners and law enforcement agencies. In September 2008, he was honored with the national Presidential Leadership Award from a group of seven major higher education organizations for his efforts in promoting a campus climate that de-emphasizes alcohol and for his leadership in fighting high-risk drinking at colleges and universities across the country. He has shared collaborative strategies with numerous higher education stakeholders and has urged his fellow college and university presidents to exert their leadership on this critical issue. Because of his efforts to prevent binge-drinking, he was recently invited to join the College Presidents Working Group of the National Institute on Alcohol Abuse and Alcoholism. In addition, Frostburg State University has been one of the lead institutions to join the National Collegiate Health Improvement Project, Dartmouth Learning Collaborative on high-risk drinking.
He earned a bachelor's degree from the State University of New York at Binghamton, a master's degree from New York University and a doctorate from Syracuse University. He worked in the mental health field before entering higher education, where he has served for more than 25 years as a faculty member and administrator.
In service to higher education, Gibralter is the Maryland delegate to the American Association of State Colleges and Universities' Council of State Representatives.
Jan Greenwood
President and Partner
Greenwood/Asher & Associates
Jan Greenwood is president and co-owner of the firm of Greenwood/Asher & Associates, Inc. (G/A), an executive search, consulting and training firm with corporate headquarters in Miramar Beach, Fla. Prior to starting her own business, Greenwood worked with two global executive search firms as a vice president for the education/nonprofit practice and as a partner and director.
She has led president and chancellor searches for many universities including the University of Arizona, the University of Maryland College Park, the University of Massachusetts, the University of Missouri, The Ohio State University, the University of Florida, the University of Texas, West Virginia University and the University of Kentucky. In addition, she has led searches for board of directors members for a Fortune 500 company; CEOs for Girls and Boys Clubs of America, The Conference Board and Independent Sector; and chancellor for New York City Public Schools.
Greenwood and the consultants at G/A have conducted more than 1,000 searches for executives in education, health care, nonprofit and information technology. She has held two presidential positions in private and public higher education. She was a tenured full professor and previously a high school teacher and a counselor in K-12 schools.
Greenwood's earned an associate's degree from Peace College, a bachelor's degree and a master's degree in education from East Carolina University and a doctorate from Florida State University. Additionally, she has studied at Harvard's Institute for Educational Management, trained in England on Tavistock group methods and is a licensed psychologist.
James T. Harris III
President
Widener University
James T. Harris III became the ninth president of Widener University on July 1, 2002. Under his leadership, Widener has been recognized for its community engagement efforts and was named to the President's Higher Education Community Service Honor Roll for exemplary service to America's communities for four consecutive years. Previously, he was president of Defiance College and during his successful eight year tenure, the faculty and trustees unanimously awarded him the college's highest honor, The Pilgrim Award. Harris was also recognized by the John Templeton Foundation as one of the Top 50 Character Building Presidents in America.
Harris has been asked to serve in several local, state and national leadership roles. He serves as vice president of the Coalition of Urban and Metropolitan Universities (CUMU) and is chair of the Division III President's Council of The National Collegiate Athletic Association NCAA.) Earlier in his career he served on a national commission for the advancement of service learning established by President Clinton. Since 2002, he has been a member of the faculty of Harvard University's Management Development Program.
In recognition of his considerable contributions to education and the communities he serves, Harris is the recipient of many awards and honors. In 2007, he was named Citizen of the Year by the Delaware County Chamber of Commerce, as well as receiving the highest honor from the Northwest Ohio Chapter of the NAACP for his commitment to civil rights and social justice issues.
Harris earned a bachelor's degree in education from the University of Toledo, a master's degree in education from Edinboro University of Pennsylvania, and D.Ed. degree in higher education from The Pennsylvania State University.
Terry W. Hartle
Senior Vice President, Government and Public Affairs
American Council on Education
For almost 20 years, Terry W. Hartle has directed the American Council on Education's (ACE) comprehensive effort to engage federal policy makers on a broad range of issues including student aid, scientific research, government regulation and tax policy. This work not only involves representation before the U.S. Congress, administrative agencies and the federal courts, it increasingly includes work on state and local issues of national impact.
Given ACE's historic role in coordinating the government relations efforts of some 60 associations in the Washington-based higher education community, Hartle is widely considered American higher education's most visible lobbyist. He also oversees Higher Education for Development (HED), which supports the global development goals of the United States Agency for International Development (USAID), primarily by coordinating the engagement of the higher education community to address development challenges.
Prior to joining the council in 1993, Hartle served for six years as education staff director for the Senate Committee on Labor and Human Resources, then chaired by Sen. Edward M. Kennedy. Prior to 1987, Hartle was director of social policy studies and resident fellow at the American Enterprise Institute, and a research scientist at the Educational Testing Service. Hartle is quoted widely in both the national and international media on higher education issues, has authored or co-authored numerous articles, books and national studies, and contributes regular book reviews to The Christian Science Monitor.
Hartle received a doctorate in public policy from The George Washington University in 1982, a master's degree in public administration from the Maxwell School at Syracuse University in 1974, and a bachelor's degree in history (summa cum laude) from Hiram College in 1973. He was awarded an honorary doctor of laws degree by Northeastern University in 1994. He is a member of Phi Beta Kappa, the Garfield Society at Hiram College, and the Hiram College Athletic Hall of Fame.
Rob Henry
Executive Director of Emerging Constituencies
Council for Advancement and Support of Education
Rob Henry has acquired extensive managerial and development experience during his 19-year professional career. Currently, he serves as the executive director of emerging constituencies with the Council for Advancement and Support of Education. In this role, Henry provides leadership for initiatives designed to engage and serve selected CASE U.S. and international constituencies with significant emphasis to increase advancement staffing needs including diverse populations, student advancement and the career center.
Henry previously served as director of individual giving at Yale University, where he was responsible for developing and implementing a comprehensive annual and special gift fundraising program, soliciting donors of more than$100,000, and managing the volunteer program for the School of Management. He has also served as assistant vice president of special and annual giving at the University of Connecticut Foundation, and began his development career at Michigan State University.
In each advancement position, Henry has significantly raised support and participation while simultaneously assessing the potential of the emerging market. This experience, coupled with his attention to fundamental infrastructure practices, has allowed him to offer training and development to international markets such as Ghana, South Africa, London, Australia and Mexico. This valuable feedback has translated into increased results, improved messages and enhanced efficiencies.
Henry's specialties include high-end asks (special/major gifts), budget management, staff motivation, infrastructure development and fundraising for diverse populations.
He was awarded the CASE Crystal Apple for teaching excellence in 2005. He holds a bachelor's degree in speech communication from Murray State University and a master's degree in communication and public address from Eastern Michigan University.
Penelepe Hunt
Vice Chancellor for Development, University of Illinois at Chicago
Senior Vice President, University of Illinois Foundation
Penny Hunt is a professional fundraiser, teacher, management consultant and executive coach with more than 25 years of experience in the development field.
Hunt is the vice chancellor for development at the University of Illinois at Chicago. She heads a comprehensive development program that includes 17 schools and units, a central development office and a comprehensive medical center. Hunt works closely with UIC's chancellor, deans and senior campus leaders to build UIC's philanthropy programs. She led the campus' recent $650 million campaign, which exceeded its goal by $26 million. She manages a staff of 95 and has instituted an ongoing three-tier faculty training program. She is also appointed as senior vice president at the University of Illinois Foundation. During her eight years at UIC, annual new philanthropic commitments have more than doubled.
In her private practice, Hunt specializes in training, executive coaching and professional development for boards, presidents, deans and other senior leaders, and development staff. Her clients have included a wide variety of universities and organizations. She also serves as a principal with the Woolbright Group, a development consulting firm. She is a frequent faculty member for CASE and has been awarded the prestigious Steuben Apple for excellence in teaching. She serves as an adjunct faculty member at North Park University. Her book, Development for Academic Leaders, a Practical Guide to Fundraising Success, will be published by Jossey-Bass in the fall of 2012.
Prior to joining UIC, Hunt spent 13 years at Northwestern University, where she directed the university's $1.5 billion comprehensive campaign. As associate vice president for development, she led Campaign Northwestern to a final total of $1.55 billion, making it one of the most successful campaigns in higher education. While directing the campaign, she also managed the major gift operations of seven schools and the university art museum. In previous assignments at Northwestern, Hunt directed the Campaign for Scholarships and managed the university annual giving program.
She has served as director of development for the Des Moines Art Center, acting director of development for the Illinois Arts Alliance, and director of annual giving for Pomona College.
Hunt earned a bachelor's degree in English from Pomona College and an MBA with distinction from the Kellogg School of Management at Northwestern University.
Jeffrey Scott Jones
Vice President, Strategy & Product Management
Advancement, Financial & Human Capital Management Solutions
Ellucian
As vice president of product management and strategy, Jeff Jones determines the future direction for all advancement, finance and human capital management solutions by working closely with clients, partners and the team at Ellucian. He has been with Ellucian since 2004. Before taking on the product management role, he previously led the corporate development, partnership and alliance group.
Prior to joining Ellucian in 2004, Jones held executive leadership positions in the financial services, venture capital and health care industries in both mature and startup companies including Reuters, Safeguard Scientifics, Mantas, Reality Online and Independence Blue Cross.
He is a graduate of Rochester Institute of Technology with a bachelor's degree in computer science and the Reuters Executive Management Leadership program at the University of Michigan Ross School of Business.
Daniel Keyworth
Head, Development and Alumni Relations System (DARS)
University of Oxford
Daniel Keyworth is the head of the University of Oxford's Development and Alumni Relations System (DARS), which seeks to provide, for the first time, a common and shared source of data for all Oxford colleges and departments for the more than 250,000 donors, alumni and friends of the collegiate university. The system is an integral part of the university's current "Oxford Thinking Campaign," the biggest fundraising campaign in European history, aiming to raise a minimum of £1.25 billion.
Since graduating from Oxford in 2003, Keyworth has spent seven years working at the forefront of Oxford development and alumni relations activity, including major gifts and legacies fundraising, annual giving, events, stewardship, publications and alumni relations, as well as in database and online community management. He was responsible for the United Kingdom's most successful annual fund program—with an annual alumni participation rate over 30 percent—at University College Oxford and has previously managed 13 telephone fundraising campaigns across the university including as an independent consultant.
Lucy A. Leske
Vice President and Co-Director, Education Practice
Witt/Kieffer
Lucy Apthorp Leske is vice president of Witt/Kieffer, a national leader in higher education executive search and the only top-ten search firm focused on the nonprofit sector. She is co-director of Witt/Kieffer's higher dducation practice and has identified senior leaders on behalf of colleges and universities and nonprofit institutions in the United States and worldwide.
An executive recruiter since 1992, Leske has led a broad range of searches including presidential, vice presidential, decanal and provostial searches, and her areas of expertise include development, academic affairs and general administration. She has published national articles and presented at professional conferences on topics such as leadership recruitment, retention and transition; professional development for women and underrepresented individuals; and the role of the diversity officer in higher education.
She is a member of the board of trustees at Mitchell College in New London, Conn., and a graduate of Mount Holyoke College.
Judy Magnusson
Project Manager
Ellucian
Judy Magnusson is a project manager at Ellucian, a company dedicated to helping education institutions thrive in a dynamic world, delivering a broad portfolio of solutions to help colleges and universities navigate change, achieve greater transparency and drive efficiencies.
In her current role, she is responsible for guiding clients through the implementation of the Ellucian product suite and consulting with clients to meet their fundraising program needs.
Through her 12 years with Ellucian, she has served as a fundraising trainer and consultant, conducted fundraising assessments to help clients ensure they are employing fundraising best practices and optimizing staff structure and assignments, delivered process improvement services, and served on the team that developed the Colleague Advancement solution. She continues to serve the company as a fundraising subject matter expert.
Magnusson's career as a professional fundraiser included strategic and long range planning, staff management, campaign planning and implementation, program development, assessments, major gifts, annual and capital fundraising, board development, oversight of multimillion dollar budgets, and volunteer and event management.
Josh Moritz
Senior Vice President
Creative Partners
Josh Moritz has been delivering powerful results for clients like New York University, Brooklyn College, the University of Bridgeport, Citibank, CapOne, Remy Martin, The United States Mint and IBM. He has led the creation of programs that have generated in excess of $100 million of new revenue, improved response rates by 500 percent and profitability by 1000 percent.
Currently senior vice president of interactive, e-commerce and social media for Creative Partners, he has owned two interactive agencies—Customer Growth and DMTG—and has been CMO of two online start-ups—Worktopia.com and Challahconnection.com. An expert in customer acquisition, enrollment and relationship-building programs across multiple marketing disciplines, he has developed marketing programs using web, direct/e-marketing, public relations, events, social media, broadcast, SEO/PPC, conferences, trade shows, events, investor relations and online reputation management. He has organized, led and analyzed consumer research studies.
Moritz has a master's degree in business administration from Babson College with a concentration in marketing and finance, a bachelor's degree from Rutgers College in economics and a graduate degree in direct and interactive marketing from New York University. He is currently teaching e-marketing at Southern Connecticut State University and at the University of New Haven.
Jennifer A. McDonough
Partner
Bentz Whaley Flessner
Jennifer A. McDonough is a partner at Bentz Whaley Flessner, with expertise in overall fundraising and campaign strategy and management. She has nearly thirty years' experience in nonprofit development, including fifteen years' consulting experience.
In addition to her work in annual giving, her consulting practice has included campaign feasibility and planning studies, campaign preparation and implementation counsel, development audits, interim staff assistance, search work, annual fund planning, staff training and board/volunteer coaching. She has worked with higher education clients and her practice includes work with healthcare organizations such as Cedars-Sinai Medical Center, arts organizations such as the Chicago Symphony Orchestra and the Los Angeles Opera and social service organizations such as Habitat for Humanity.
Her experience prior to joining the firm includes directing comprehensive development and advancement programs and serving as a vice president for advancement at both the University of Vermont and the University at Buffalo.
A graduate of State University College at Buffalo with a bachelor's degree in arts education and a master's degree in arts management, McDonough previously worked as the state arts education consultant for the Indiana Department of Public Instruction, as well as for the Arts Coordination Office of the U.S. Department of Education and the National Alliance for Arts Education at the John F. Kennedy Center for the Performing Arts in Washington, D.C.
Charlie Melichar
Associate Vice Chancellor for Development and Alumni Relations Communications
Vanderbilt University
Charlie Melichar is the associate vice chancellor for development and alumni relations communications at Vanderbilt University, a position he has held since 2010.
He is former vice president for public relations and communications at Colgate University and director of media relations at the University of Maryland, Baltimore County (UMBC).
Diana Bernal O'Leary
Assistant Vice President, University Advancement
University of Southern California
Diana Bernal O'Leary is the assistant vice president for university advancement at the University of Southern California. Working on the most ambitious campaign in higher education, she advises various schools on their campaign strategies and actively fundraises.
Prior to USC, O'Leary served as vice president for development at Southern California Public Radio. During her decade at SCPR, she built a comprehensive fundraising operation from scratch, leading a transformative capital campaign and increasing revenue fivefold. She was part of a delegation of nonprofit Latino leaders visiting China and led research initiatives to build audience amongst diverse communities.She has also held development positions at the Los Angeles Philharmonic, National Multiple Sclerosis Society.
.jpg)
Ann Oleson
Founder
Converge Consulting
Ann Oleson is the chief visionary officer of Converge Consulting, a measurable multichannel marketing firm for professionals who want to develop a deeper understanding of their target audience's motivations. She brings more than 15 years of marketing, consulting and nonprofit experience to help her clients meet their marketing and fundraising goals.
Oleson has worked with all types and sizes of higher education institutions, including the University of Michigan, Northwestern and Emerson College, where she served as an integral part in developing research strategies and multichannel marketing plans. Additionally, she has spoken on various higher education marketing topics across the country.
Teresa Valerio Parrot
Principal
TVP Communications
Teresa Valerio Parrot is the principal at TVP Communications. Previously, she led Widmeyer Communications' higher education practice and was vice president of media relations and crisis communications for SimpsonScarborough, a higher education consulting firm.
Valerio Parrot draws on extensive experience designing and implementing strategic media and marketing efforts aimed at enhancing institutions' image, reputation and brand. She has conducted numerous communications analyses for colleges and universities, developed and launched multiaudience research projects and is experienced in communicating the tactics and techniques that drive effective media and marketing outreach efforts.
A prolific keynote and conference session presenter, Valerio Parrot has spoken on behalf of Academic Impressions, ACE Fellows, AGB national conference and online speaker series, AIMHO, AMA, AASCU, CAAE, CASE Online Speaker Series and Districts I and IV, CCCU, Higher Education Hero, NAGAP, NAPAHE, NASPA, RMACRAO and United Educators webinar series.
She counts almost ten years of experience with the University of Colorado System, including an officer-level appointment as assistant secretary of the university. In addition, she served the Boulder campus chancellor as director of donor relations during the university's successful $1 billion fundraising campaign and served as special assistant to the system president.
Valerio Parrot earned a bachelor's degree in communications with a minor in environmental biology, and a master's degree in public administration with emphases in state and local government and nonprofit management, both from the University of Colorado.
Jerold Pearson
Director of Market Research
Stanford University Alumni Association
Jerold Pearson has been the director of market research at Stanford University since 1994—first in the office of development and second for the Stanford Alumni Association—where he has conducted quantitative, qualitative and observational research with alumni, students, parents, faculty, staff and other constituencies. His research explores a wide range of topics such as alumni and constituent relations, program evaluation, communications, fundraising messaging and strategy, stewardship, membership, online services and social media.
He is a partner in eAdvancement, a consortium of independent consultants, and has conducted focus groups and surveys for more than 75 universities and colleges in the United States, Canada and around the world. Previously, Pearson worked for research firms in Los Angeles, Calif., and Boulder, Colo., doing political polling, new product development and customer satisfaction research. He has been published in market research and advancement journals (including CURRENTS magazine) and has presented at several workshops and conferences in the United States, Canada and Europe.
Pearson attended Amherst College before transferring to Stanford University, where he earned his bachelor's degree in communication and art history. He did graduate study in survey research methodology at the Institute for Social Research at the University of Michigan.
Terri Harris Reed
Vice Provost for Diversity and Inclusion
The George Washington University
As The George Washington University's (GW) first vice provost for diversity and inclusion, Terri Harris Reed has responsibility for advancing an institutional vision to enhance and sustain GW's excellence by creating an inclusive community that is broadly reflective of the diversity of society and enables all students, staff and faculty to employ their collective talents in service to the institution's academic mission.
In collaboration with colleagues, she works to reduce institutional and cultural barriers that impede progress in this regard by creating, revising or implementing relevant policies, procedures and programs. In addition, she plays a leadership role in fostering a climate that values the benefits of diversity, facilitates understanding across group boundaries, and contributes to GW's efforts to make the Washington, D.C., area a healthier, more prosperous, diverse and inclusive community.
Prior to her current role, Reed held a similar position at Princeton University. For 27 years, she has been committed to the belief that the U.S. economy and higher education system will have limited success if the gifts and talents of diverse individuals are not developed, accessed, deployed and employed. Reed is a recipient of the 2011 YWCA Woman of the Year Award for her efforts to "empower women and eliminate racism" and is on the board of the National Association of Diversity Officers in Higher Education.
Reed received her bachelor'sdegree from Calvin College, her master's degree in education from Harvard University Graduate School of Education and her doctorate in rhetoric and intercultural communication from Howard University.
.jpg)
Elizabeth Scarborough
CEO
SimpsonScarborough, LLC
Elizabeth Scarborough is a nationally recognized expert in the use of research to drive marketing and branding efforts. Her areas of specialty include survey instrument design, sampling plan development, data analysis, and the compilation and presentation of marketing intelligence. With 20 years of experience conducting market research studies, she is an industry leader in providing strategic solutions to colleges and universities.
Scarborough has chaired the American Marketing Association's Symposium for the Marketing of Higher Education since 2007. She has presented more than 200 workshops and papers at a veritable alphabet soup of higher education-related conferences and symposia, including NACAC, NAGAP, AMA, AGB, NAICU, AACRAO, ASBAP, PCACAC, SACAC, and NYSACAC. She currently serves on the CASE Industry Advisory Council.
Scarborough earned a bachelor's degree in mathematics from James Madison University and a master's degree in business administration from Fordham University.
Ronald Schiller
Senior Vice President of Business Development
Lois L. Lindauer Searches
Ronald J. Schiller serves as senior vice president for business development at Lois L. Lindauer Searches, where he brings 25 years of experience in the advancement field. He has hired more than 300 development professionals throughout his career and worked with more than 1,000, serving six institutions in leadership positions.
Lois L. Lindauer Searches focuses exclusively on development and advancement searches and has built a national network of more than 46,000 advancement professionals. Schiller was a client of the firm for more than 12 years. As senior vice president, he helps a growing number of organizations and our nation's most skilled and talented fundraising professionals establish mutually rewarding and fulfilling professional relationships.
Working with National Public Radio in 2009 and 2010, he led a transformation from a fundraising strategy focused solely on NPR to a national fundraising strategy focused on the donor and their overall experience with public radio, a strategy that required much greater collaboration between NPR and its member stations. He and his colleagues established NPR's planned giving and principal gifts programs; in the first year of the principal gifts program, NPR had as many seven-figure gift donors as in all (40) previous years combined.
From 2005 to 2009, he served as vice president for development and alumni relations at the University of Chicago. He led an advancement team of more than 450 that completed a $2 billion campaign at almost 20 percent beyond goal. He and his team created the university's principal gifts program, helping the university secure its first two nine-figure gifts.
Previously, he served as associate vice president of advancement, director of university development and campaign director at Carnegie Mellon University. His responsibilities included management of all areas of university development, planning and direction of the university's $1 billion campaign, and advancement strategic planning. Prior to his work at Carnegie Mellon, he served as vice president for development at Northeastern University, vice president for institutional advancement (development, alumni relations, public relations, international relations and special events) at New England Conservatory of Music, and director of institutional advancement at the Eastman School of Music. He began his development work at his alma mater, Cornell University, during Cornell's groundbreaking $1.25 billion campaign in the late 1980s.
He currently serves as a member of the Cornell University Council, the Cornell University Trustees Glee Club Advisory Council and the board of The Buddy Program.
Ara Serjoie
Vice President of Development
Clark College Foundation
Ara Serjoie is the vice president of development for Clark College Foundation, one of the most successful institutionally related foundations among community colleges in the United States with assets of more than $70 million. He serves as a member of the Executive Team and provides leadership for the fundraising, communications, alumni relations and event planning functions of the organization.
Since his arrival at Clark in 2006, he has revamped the role of the foundation as a full-service comprehensive fundraising entity. He is also directly involved with board recruitment and training, strategic planning, budgeting, policy development, staff and volunteer management. Clark College Foundation was honored as one of just 34 institutions (community colleges and universities) in the United States to receive a CASE WealthEngine Circle of Excellence Award.
Serjoie has worked for Utah State University, Weber State University, the University of Utah and Girl Scouts of Utah. He holds an MPA from the University of Utah—where he was a Hiatt Scholar—and is currently a doctoral student at Colorado State University in the College and University Leadership Program. He is a member of the Pi Alpha Alpha National Honor Society and Golden Key International Honour Society. He currently serves on the board of directors for Girl Scouts of Oregon and Southwest Washington and the Vancouver Symphony Orchestra Friends Board. Governor Olene Walker appointed him to the State of Utah Human Rights Commission in 2003-2006.
Robert F. Sharpe Jr.
President
The Sharpe Group
Robert F. Sharpe, Jr. is president of The Sharpe Group and has more than 30 years of charitable gift planning experience. The Sharpe Group consults nationwide with a number of leading educational, health, social service, and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Tenn., and Washington, D.C., The Sharpe Group has worked with more than 10,000 nonprofits nationwide during its 50 year history.
He has authored many articles and other publications covering numerous gift planning topics. His remarks on this subject have been featured in the Wall Street Journal, the New York Times, Newsweek, Forbes, Smart Money, CBS Market Watch, the Chronicle of Higher Education, Trusts & Estates, Kiplinger's and other national publications. He is chairman of the philanthropy editorial board of Trusts & Estates magazine and a co-author of the Model Standards of Gift Valuation adopted by the National Committee on Planned Giving (NCPG).
Sharpe is a recipient of the CASE Crystal Apple Award for teaching excellence and the Donaldson Distinguished Service Award from the Planned Giving Group of New England. He is an honors graduate of Vanderbilt University and Cornell Law School.
Peter Smits
Vice President for University Advancement
California State University, Fresno
Peter Smits serves as the vice president for university advancement at California State University, Fresno. As a member of the president's cabinet, he is responsible for Fresno State's programs in development and fundraising, university communications, endowment management and alumni relations.
Fresno State is currently in the public phase of its first comprehensive campaign, scheduled to end in June 2012. The campaign has reached 85 percent of its $200 million goal. One campaign highlight includes the largest cash gift in the history of the CSU.
Prior to his appointment at Fresno State, he served as the vice president for advancement at Indiana University of Pennsylvania. He has also served as the executive assistant to the chancellor at Louisiana State University, as the vice president for college relations and development at the State University of New York at Brockport and as the dean of students at The College of White Plains.
Smits is a member of the CASE District VII board of directors, and serves on the Executive Committee. He chaired the membership committee for two years. He is a member of the CASE Commission on Philanthropy. He is the most senior vice president in the 23-campus California State University system, and was the inaugural chair of the CSU Council of Vice Presidents. He is past president of the Central California chapter of AFP, and a recipient of that chapter's Fundraising Executive of the Year award.
He has presented at workshops, seminars and conferences for CASE, the Association of Governing Boards and the Association for Fundraising Professionals. He frequently serves as a workshop or retreat facilitator for foundation boards and alumni boards.
Smits earned his bachelor's and master's degrees from the State University of New York at Albany, and his doctorate from the University of Buffalo.
Michael Stoner
President
mStoner
Find Michael online:
Blog: http://www.mStonerblog.com
Twitter: @mStonerblog
LinkedIn: http://www.linkedin.com/in/mStoner
Website: http://www.mStoner.com
During 30 years as a communicator and consultant, Michael Stoner, the president of mStoner, has served more than 250 education institutions, nonprofits and businesses on four continents. He is recognized as an authority on how institutions can use the Internet and the web to communicate effectively with their constituents and how they can engage effectively using social media. A pioneer in ecommunications, he published his first email newsletter in the early 1990s and completed his first university website project in 1995.
Along with Rob Cima and Voltaire Miran, Stoner launched mStoner in 2001. Now the best recognized and most-experienced communications firm at integrating brand, web and social media for schools, colleges and universities, mStoner's assignments also include print design and broader marketing initiatives. Clients include Ball State University, Brown University, College of Charleston, College of William & Mary, George School, Kellogg School of Management, Mount Holyoke College, Northfield Mount Hermon School, Oakton Community College, Princeton University, the University of Missouri, Yale Law School and many others.
Stoner has spoken at hundreds of professional conferences and has authored book chapters for CASE and Open University Press books and many professional articles. He earned a CASE Crystal Apple in 2003.
Jim Thompson
Senior Vice President & Chief Advancement Officer
University of Rochester
Jim Thompson joined the University of Rochester as senior vice president and chief advancement officer in 2005. He leads the University's comprehensive advancement efforts and is working with academic and administrative partners and volunteer leaders to execute a $1.2 billion campaign, The Meliora Challenge. This comprehensive campaign is the largest in the university's history. He is a highly regarded national expert on donor-centric organizational structures and has special expertise in campaigns and major gift programs.
At the University of Rochester, Thompson is strengthening the advancement culture and engaging vital constituencies in envisioning the future of the university. He has dramatically expanded the university's advancement program by incorporating donor-centric and market-informed business practices throughout operations. Jim also created the remarkably innovative George Eastman Circle, a leadership annual giving society with a five-year commitment. The George Eastman Circle is the catalyst for the unprecedented growth of the university's annual fund which has become one of the fastest growing in the nation.
Prior to his role at the University of Rochester, Thompson served at Washington University in St. Louis for 14 years. In 1997, he was appointed associate vice chancellor and was the lead staff member for The Campaign for Washington University, reporting directly to the executive vice chancellor. He led the highly successful $1.55 billion campaign which was the sixth largest campaign in the history of higher education, at the time of its completion in 2004. Thompson's areas of responsibilities included major gifts, capital projects, regional programs, and corporate and foundation relations.
Thompson has also served as senior director of university development at Syracuse University and as executive director of institutional development and college relations at Lindenwood University, his alma mater.
John Taylor
Associate Vice Chancellor for Advancement Services
North Carolina State University
John Taylor is the associate vice chancellor for advancement services at North Carolina State University. Previously, he was the principal for Advancement Solutions Consulting Group, a firm he launched in December 2004 focusing on nonprofit infrastructure issues. He has also served as vice president for research and data services at CASE—a position he held from its inception in late 2002. Prior to that, he was the director of alumni and development records at Duke University for nearly 15 years, where he guided advancement services processes to an industry benchmark of efficiency and accuracy.
His published works include: Advancement Services: A Foundation for Fund Raising (2007); CASE Management and Reporting Standards, 3rd edition (2003); Handbook of Institutional Advancement (2000); and Advancement Services: Research and Technology Support for Fund Raising (1999).
Taylor is a frequent contributor to The Major Gift Report and Successful Fundraising, and occasional contributor to the Chronicle of Philanthropy and CURRENTS magazine. He formed one of the largest advancement-related listservs in the world, FundSvcs, now with more than 2,400 subscribers, and a companion website: www.FundSvcs.org. He has spoken at hundreds of conferences across the country, receiving the CASE Crystal Apple Award for outstanding teaching. He is founder and president of the Association of Advancement Services Professionals. He consults for educational institutions, foundations and other nonprofit organizations focusing on the areas of systems, policies and procedures, IRS and accounting regulations, board development, alumni relations and general advancement issues.
He holds a bachelor's degree in mass communications and socio-political change from Vanderbilt University, and a Certificate in Nonprofit Management from Duke University.
Renee Walker
President
Renee Walker & Associates LLC
Renee Walker is a highly skilled, focused and innovative communications professional with more than 25 years' experience directing public relations, marketing, reputation, public affairs and higher education communications in the private, public and nonprofit sectors. She is the former associate vice president of university communications at Central Michigan University, where she served as the chief communications officer for one of the nation's 100 largest public universities.
She arrived at CMU in May 2008 with a world of experience—most recently as manager of corporate public relations for Kelly Services, a Fortune 500 company with offices in 37 countries—and before that as assistant and executive assistant and chief protocol officer to former Detroit Mayor Dennis Archer.
Distinguished organizations have invited Walker to share her executive communications perspectives and experiences as a presenter at professional conferences and as a featured author in respected industry-related publications. She also has been appointed to serve in various national leadership positions in the Public Relations Society of America.
Walker holds a master's degree in business administration in marketing from Davenport University, a bachelor's degree in organizational administration from Central Michigan University and she is accredited in public relations.
Sue Washburn
Principal
Washburn & McGoldrick Inc.
For more than 35 years, Sue Washburn has been a leader in educational advancement with a reputation as a strategic thinker and outstanding teacher. Her commitment to philanthropy, interest in donor motivation, and passion for education led her to partner with Bill McGoldrick to form Washburn & McGoldrick, Inc. in 1995.
Washburn has brought her expertise in development, constituency relations, communications and marketing, finance and administration, and trusteeship to consulting relationships in North America, the United Kingdom and Australia. In her work with many outstanding colleges, universities and schools, she has focused on critical philanthropic issues and trends, campaign strategy and execution, training of staff and key volunteers, governance, and program assessment and planning in all advancement areas.
Washburn served as vice president for university relations at St. Lawrence University for nine years where she helped launch the University's $130 million campaign. Prior to St. Lawrence, she served as vice president at Centenary College and served The Evergreen State College for nine years, including three years as vice president for development and administration responsible for all of advancement and finance and administrative services.
A graduate of Franklin & Marshall College, Washburn began her advancement career as a member of F&M's regional campaign staff. Sue is currently in her third term on F&M's Board of Trustees and serves as vice chair of the board.
Washburn is also the former chair of the Board of Trustees of the Council for Advancement and Support of Education (CASE). She has been an active faculty member for many of CASE's professional development programs in the US and the UK and a volunteer senior professional for several of CASE's most critical task forces.
She holds a master's degree in management and marketing from Clarkson University and attended Harvard University's Institute for Educational Management. She has also been an active board member for various community organizations and currently serves on the board of the Adirondack Community Trust.
Bill Walsh
Sales Engineer
Blackbaud
Kristin Watkins
Associate Vice President, College Advancement
Portland Community College
Kristin Watkins has led Portland Community College's advancement office since fall 2006. Enrolling more than 90,000 students, PCC is one of the largest community colleges in the country. Watkins leads marketing, development, government affairs, alumni relations, community involvement, and media relations for PCC's four-campus district and serves as executive officer of the PCC Foundation. Under her leadership, PCC's advancement office has grown from 12 to 20 staff, annual revenues to the PCC Foundation have more than doubled, and the college earned voter approval of a $374 million capital bond—the largest educational bond measure in the history of Oregon.
Prior to her current position, she served as PCC's grants director, growing annual grant revenues from $11 million to over $20 million. She worked for five years in Washington, D.C. at Wider Opportunities for Women, a national nonprofit that works to improve educational and economic opportunities for women. As deputy director, she led WOW's federal policy work with Congress and the executive branch and led successful grants to the Ford Foundation and the U.S. Departments of Transportation and Labor, among other funders.
Watkins has a bachelor's degree in international studies from Virginia Tech and a master's degree in public affairs from the University of Minnesota.
Marc Weinstein
Vice-Principal of Development and Alumni Relations
McGill University
Marc Weinstein is vice-principal of development and alumni relations (DAR) at McGill University, where he is spearheading the university's current $750 million campaign, the largest and most ambitious fundraising initiative ever undertaken by a Canadian university.
An accomplished fundraiser, he was appointed to his current position in April of 2008. His legal and financial planning background and outstanding leadership skills serve him well in his management of the DAR portfolio, where he oversees all fundraising and donor relations as well as the broad dossier of alumni relations.
Weinstein originally joined McGill in June of 2005 as assistant vice-principal of DAR and director of university campaigns after playing a key role in planning and implementing the $300 million "Best Care for Life" campaign at the McGill University Health Centre (MUHC) Foundation, where he served as vice-president and general counsel. Prior to that, he was director of the Sir Mortimer B. Davis Jewish General Hospital Foundation, where he organized a successful $50 million capital campaign.
He has also worked as an attorney at Borden Ladner Gervais in Montreal, where he practiced in the areas of estate planning, trusts, commercial and tax law, and he subsequently served as a legal consultant to Alcan Aluminum Corp. in Cleveland, Ohio.
Weinstein has a bachelor's degree from McGill University, a master's degree from York University and both civil law (BCL) and common law (LLB) degrees from McGill University. He is a member of the Quebec Bar and sits on the board of directors of the MUHC Foundation.
Angela White
Senior Consultant and CEO
Johnson, Grossnickle & Associates
Angela White is the senior consultant and CEO for Johnson, Grossnickle & Associates (JGA). She has been instrumental in JGA's success since 1996, when she joined the team. In 2011, she became CEO of JGA, responsible for providing day-to-day leadership to the firm and working with the JGA staff to provide tailored consulting services to her clients.
White is a member of the faculty at The Fundraising School at the Center on Philanthropy at Indiana University and often presents on behalf of the Women's Philanthropy Institute. She is also a frequent speaker and expert on millennial donors, presenting the results of JGA and Achieve's annual research survey examining the giving and engagement habits of young donors.
Before joining JGA, White was the executive director for institutional advancement at the University of Indianapolis. She began her career in development at Saint Mary-of-the-Woods College, where she rose to the position of vice president of institutional advancement. She has served as the conference co-chair for CASE District V, as the vice president for membership for the Indiana Chapter of the Association of Fundraising Professionals and as the chair of the Indiana Achievement Awards.
Eden Woon
Vice President for Institutional Advancement
Hong Kong University of Science and Technology
Eden Woon took office as vice president of the Hong Kong University of Science and Technology in 2010.
Prior to joining the university, Woon was with the Li & Fung Group for three years in Shanghai. He was the managing director of Li & Fung Group's China Corporate Office and managing director of Toys "R" Us China. From 2006-2007, He served as a vice president of Starbucks Coffee Company in China and was the CEO of the Hong Kong General Chamber of Commerce from 1997 to 2006.
Woon served in the U.S. Air Force until 1993 when he retired as a Colonel. He taught mathematics for six years at the U.S. Air Force Academy becoming an associate professor. He acted as China adviser to the U.S. Secretary of Defense from 1989 to 1994 and was the executive director of the Seattle-based Washington State China Relations Council from 1994 to 1997.
He received his bachelor's degree from the University of Iowa and two master;s degrees and a doctorate, all in mathematics, from the University of Washington. He is a member of the Council on Foreign Relations in New York.
Robert L. Wyatt
President
Coker College
Robert L. Wyatt assumed his duties as the 16th president of Coker College on July 1, 2009. He formerly was dean of the Breech School of Business Administration at Drury University in Springfield, Mo.
Wyatt began directing the daily operations of the business school at Drury, a midsized university of 5,500 students, including 1,600 undergraduates, in 2001. Among his accomplishments Wyatt launched the Edward Jones Center for Entrepreneurship, reaffirmed accreditation by the Association of Collegiate Business Schools and Programs and successfully revised the curriculum with a focus on required international study and internships. He also secured approval for Drury's plan to earn accreditation the next year from the Association to Advance College Schools of Business. Business administration is the largest undergraduate major at Drury.
For a short time, Wyatt served as Drury University's associate dean for the College of Graduate and Continuing Studies. He began teaching at Drury in 1996, during which time he was named a Sam Walton Fellow and co-founded the university's acclaimed Students in Free Enterprise program. Prior to that, he was dean of the McAfee School of Business Administration at Union University.
In 2007, Wyatt was selected as one of the 37 American Council on Education Fellows to participate in a yearlong distinguished higher education leadership development program. He was placed at Hendrix College in Arkansas where he worked closely with the college administration in faculty governance, fundraising, enrollment and institutional advancement.
Wyatt's other professional honors include the Leavey Award for Excellence in Free Enterprise Education, induction into the Students in Free Enterprise Hall of Fame, and inclusion in Who's Who Among American College Teachers. He is also a recipient of the Jack Kahl Entrepreneurial Leadership Award, named for the visionary CEO and author of the book Leading from the Heart.
Wyatt holds a doctorate in accounting from the University of Memphis, a master's degree in accounting from the University of Arkansas at Fayetteville and a bachelor's degree in business administration from the University of Central Arkansas.
Darrow Zeidenstein
Vice President for Resource Development
Rice University
Darrow Zeidenstein is vice president for resource development at Rice University, overseeing all aspects of university fundraising, alumni affairs and development services. Prior to his promotion to vice president in July 2007, he served as associate vice president, heading up all individual fundraising programs and overseeing capital campaign strategy and analysis.
Before coming to Rice University, Zeidenstein was a managing director with Marts & Lundy, Inc., where he served both as a campaign consultant and head of the firm's Digital Solutions practice. Under his leadership, Digital Solutions provided highly customized services to clients needing assistance in evaluating or developing high-impact fundraising strategies using advanced analytic methods and digital technologies. He was also involved in the firm's planned giving practice group.
At Marts & Lundy, Zeidenstein worked with a wide variety of nonprofit organizations.
Before joining Marts & Lundy, he was executive director for strategic planning and marketing strategy at the University of Texas at Austin where he facilitated the design and implementation of the university's advanced development strategies and played a key role in planning the university's successful $1B comprehensive campaign. He also served as the university's chief gift planner and as head of its central major gifts team. Before coming to the University of Texas at Austin, he was director of planned giving and director of research and systems at the Stern School of Business at New York University.
Zeidenstein holds a doctorate in economic anthropology from the University of Texas at Austin. Specializing in the economic development of the Middle East, he was a Fulbright scholar (Syria), National Science Foundation fellowship holder and a Social Sciences Research Council post-doctoral fellow (Morocco). He graduated summa cum laude with his bachelor's degree in social anthropology from the University of Illinois at Champaign-Urbana.
Recipient of the CASE Crystal Apple Award for teaching excellence.
