Conferences & Training
Faculty - Development for Deans and Academic Leaders -- Winter Session


Lorna Somers

Lorna Somers
Vice President, McMaster Foundation and Director of Development
McMaster University

Lorna Somers has been working in university advancement at McMaster University since 1988. During that time, she has been involved in the establishment and growth of the annual fund, gift planning and major and principal giving. She has been campaign director for two university-wide comprehensive campaigns—"Changing Tomorrow Today 2001" and "The Campaign for McMaster 2010"—in addition to directing a series of targeted campaigns for athletics, the Museum of Art, two campaigns for scholarships and bursaries, the Student Centre and for the Centre for Learning and Discovery. She currently focuses her attention on working closely with senior academic leaders and volunteers to secure principal level gifts, most notable among them, the largest cash gift to a Canadian university.

She complements the depth of her experience at McMaster with the breadth of a commitment to teaching and training that takes her around the globe. She works throughout Europe, Asia, Africa, Australia and North America with academics and board members as well as colleagues in advancement—both in higher education and the charitable sector. Volunteer work has included national chair of Canadian Association of Gift Planners (CAGP), and trustee and chair of the International Committee for CASE. Along with co-author Frank Minton, she wrote the definitive volume entitled Planned Giving for Canadians, now in its 4th edition and still among the best-selling books on fundraising in Canada. The TV movie is expected to air early 2017.

In recognition for her contribution to teaching and for service and leadership within the profession, Somers was awarded CASE's John Lippincott Award (2016) and Frank Ashmore Award (2011) and the 1997 "Friend of CAGP" award. She was the second Canadian to receive the CASE Crystal Apple for Excellence in Teaching in 2005, eclipsed only by her Science Fair project winning the American Phytopathological Award in 1976.

At McMaster, she has taught art history for Continuing Education, and teaches the university's most popular student, alumni and community event, her etiquette dinners called Meals and Manners. It's most recent incarnations were Downton Abbey Dining, (in full Edwardian kit, no less), followed by Mad Men, Martinis and Manners.

Somers has degrees in English and art history.


Christopher Callahan

Christopher Callahan
Dean, Walter Cronkite School of Journalism and Mass Communication
Arizona State University

Christopher Callahan is the founding dean of the Walter Cronkite School of Journalism and Mass Communication at Arizona State University, vice provost of the Downtown Phoenix Campus and CEO of Arizona PBS.

He is responsible for 300 employees, 2,000 students, a $30M annual operating budget and a weekly audience of 1M viewers in the combined Cronkite/Arizona PBS operation. As vice provost, he is the lead university officer for the growing decade-old campus in downtown Phoenix, which includes six colleges and 13,000 students across an urban campus deeply embedded in the community.

Under Callahan's leadership, the Cronkite School has transformed into a national journalism leader known for its focus on multimedia journalism, innovation and entrepreneurship, intensive professional experiences and partnerships with news outlets. Over the past decade, Callahan has brought to the Cronkite School the Donald W. Reynolds National Center for Business Journalism, the Carnegie-Knight News21 digital journalism initiative, the Society of American Business Editors and Writers and the Hubert H. Humphrey Fellowship program for international journalists.

He spearheaded the creation of a dozen professional programs for students, including Cronkite News, a multiplatform news operation that features a nightly student-produced newscast on Arizona PBS, a robust multimedia website and news bureaus in Phoenix, Los Angeles and Washington, D.C. Other professional programs include the New Media Innovation and Entrepreneurship Lab, the Cronkite Public Relations Lab and Cronkite Noticias, a Spanish-language multiplatform news outlet.

In 2010, Callahan was named the Scripps Howard Foundation Journalism Administrator of the Year. In 2011, he was appointed vice provost of the university's Phoenix campus and became the first journalism dean to join the board of directors of the American Society of News Editors. He also serves as chairman of the Hearst Awards Steering Committee and the Committee of the Accrediting Council on Education in Journalism and Mass Communication, the discipline's national accrediting body.

Callahan is the author of A Journalist's Guide to the Internet, now in its third edition. In 2004, he led a joint study by Maryland and UNITY: Journalists of Color Inc. that explored the lack of racial diversity in the Washington press corps.

Before entering journalism education, Callahan was a correspondent for The Associated Press in Washington and New England. He holds a master's degree in public administration from Harvard University's John F. Kennedy School of Government and a bachelor's degree in journalism from Boston University's College of Communication. He came to ASU from the University of Maryland, where he served as associate dean of the Philip Merrill College of Journalism and senior editor of the American Journalism Review.

William Christopher Clarke headshot

William Christopher Clarke
Senior Assistant Vice President, Trinity College and Graduate School Development
Duke University

William Christopher "Chris" Clarke is the senior assistant vice president for Trinity College and The Graduate School within the Office of University Development at Duke University. Clarke assumed his role in 2016 and in that capacity oversees a program that represents 80 percent of Duke’s alumni and generates nearly $100M per year in private support for the institution. In 2012, as the associate dean of development for the Pratt School, Clarke planned and led engineering’s Duke Forward Campaign which surpassed its goal of $161.5M hitting $200M one year prior to the close of Duke’s $3.85B campaign.

Before coming to Duke in 2004, Clarke was the director of development and leadership gifts for Purdue University's School of Mechanical Engineering where he led their $125M campaign. Prior to his role in mechanical engineering, Clarke served Purdue as its associate director of planned giving from 1997 to 2001, when he became the associate director of development for major gifts. In addition to his major gift responsibilities in 1999 – 2001, Clarke also served as the development liaison for Purdue's Black Cultural Center, one of the nation’s premier cultural centers.

An active member of CASE, he has served as the conference chair for both District V in 2001 and District III in 2013. Currently he serves on the board of District III as the Chair-Elect for 2019-21. Clarke holds a master's degree in educational administration and bachelor’s degrees in psychology, sociology and law and society from Purdue University. In 2009, he was the recipient of CASE's Crystal Apple Award for excellence in teaching.

Kimberly A. Hopely

Kimberly A. Hopely
Senior Vice President
Arizona State University Foundation

Kimberly A. Hopely, joined the Arizona State University Foundation for A New American University in December 2015. Her role as senior vice president provides oversight for unit development and strategic engagement. This includes the philanthropic development of the academic units and institutes as well as Foundation engagement programs, President’s Club, Women & Philanthropy, scholarship advancement, donor relations and parent engagement.

Hopely has been in the nonprofit sector for more than twenty-five years and has experience in community organizations, healthcare, and higher education. Prior to her position at the ASU Foundation, she served as the senior director for operations and development at the Banner Health Foundation, assistant vice president of University Advancement at A.T. Still University, and executive director for United Way of Grays Harbor in Washington, where the organization was recognized for innovations in community collaboration.

In 2012, Hopely completed a health policy fellowship at New York Institute of Technology and Ohio University with graduate medical education as her focus. She received her master of nonprofit studies at Arizona State University in 2011 after graduating from ASU in 2007 with a bachelor of arts in integrative studies—health administration and organizational leadership. Hopely completed an internship in organizational leadership at St. Joseph’s Hospital and Medical Center/Barrow Neurological Foundation in 2007.

Minton, Frank

Frank Minton
Frank Minton Consulting LLC

Frank Minton is an accomplished and widely respected planned giving expert. Frank founded Planned Giving Services and is currently the Principal of Frank Minton Consulting LLC.

Before entering consulting in January 1991, he spent more than ten years with the University of Washington, where he served as director of planned giving and executive director of development. Previously he served as senior estate planning officer and field director at Northwestern University, and was for six years a professor at Muskingum College in Ohio. He received his master's and doctoral degrees from the University of Chicago.

Minton has played a most critical role in shaping the planned giving industry as we know it today. An extensively recognized expert on gift annuities, he is a past chair of the American Council on Gift Annuities. He has also served both as conference chair and president of the National Committee on Planned Giving a national organization of gift planning professionals now known as the Partnership for Philanthropic Planning.

Frank’s contribution to planned giving is widely recognized. He has received the prestigious Distinguished Service Award from both NCPG and the Council for the Advancement and Support of Education, the David Donaldson Distinguished Service Award from the Planned Giving Group of New England, the Russell Kohr Award from the Chicago Council on Planned Giving, and was the first recipient of the Outstanding Development Officer Award from the Northwest Development Officers Association.

Betheny Reid

Betheny L. Reid

Betheny Reid has more than twenty-five years of experience as the CEO or on the Executive Team with corporations, non-profits, higher education institutions, public affairs, and communications and marketing companies.

She has developed and implemented marketing and communication programs for major international corporations; successfully directed and completed multi-million dollar fundraising campaigns for colleges and universities throughout North America; served as Chief of Staff for elected officials; established multiple non-profit organizations that remain successful; and advised numerous CEOs in profit and non-profit organizations.

Recognized as a pioneer in the fundraising profession, she was named “Foundation Executive Director of the Year” by the Council for Advancement and Support of Education (CASE) in 2012. She remains an active member in CASE, serving on the Carnegie Corporation-funded team working with universities throughout Africa; immediate past chair of the International Committee opening the Latin American operations; inaugural chair of the Community College Division; and Finance Committee member.

Betheny is the author of numerous publications and a frequent presenter at conferences in North America, the United Kingdom, Asia and Africa.

Cassie Warman

Cassie Warman
Vice President, University Advancement
Pacific University

Cassie Warman, a leader in educational advancement for more than 30 years, serves as vice president of university advancement at Pacific University in Oregon. Warman served as vice president for college advancement and executive director of the Mt. Hood Community College (MHCC) Foundation from 2009–2012 where she led the college's advancement efforts including fundraising, alumni relations, communications and marketing as well as external and government relations.

She previously served as the vice president for university relations at Portland State University where she secured the largest private gift in PSU history, orchestrated the university's first comprehensive fundraising campaign that raised $114 million and led the university's first branding campaign. Prior to joining Portland State in 2004, she held advancement positions at Washington State University's Vancouver campus, the University of Portland and Eastside Catholic High School in Bellevue, Washington.

Warman has served on numerous boards and is the past chair of the CASE Board of Trustees. She has been honored with the CASE District VIII Distinguished Service Award as well as many other awards and honors.

Terri Weaver

Terri Weaver
Dean and Professor, College of Nursing
The University of Illinois at Chicago

Dr. Terri E. Weaver is dean at the University of Illinois at Chicago College of Nursing, which is comprised of more than 1,400 students, 190 faculty and six campuses. UIC Nursing is nationally ranked in the top 15 and is ranked ninth in NIH funding among colleges of nursing. As part of IGNITE: The Campaign for UIC, Weaver has set a $33 million goal for the college, which is more than double its last campaign total. She recently secured a $5-million lead gift to break ground on a 15,000 square-foot Nursing Experiential Learning & Simulation Lab.

Prior to UIC, Weaver was the Kapito Professor of Nursing Science and chair of the Department of Biobehavioral Health Sciences at the University of Pennsylvania, where she served as a faculty member for more than two decades. She earned her bachelors of science in nursing degree at the University of Pittsburgh and her masters of science in nursing and doctoral degrees from the University of Pennsylvania. She is a fellow of the American Academy of Nursing, where she previously served as a member of its Board of Directors. Dr. Weaver is recognized nationally and internationally for her research on the effect of daytime sleepiness on daily behaviors and assessment of treatment outcomes. Her research career has been honored with many accolades, most recently her selection for induction into the Sigma Theta Tau International Nurse Researcher Hall of Fame. Distinguished as a leader in nursing education, Dr. Weaver serves on the board of directors of the American Association of Colleges of Nursing, the national organization for academic nursing.

In addition to her academic experience, Dr. Weaver has held positions on seven boards of directors encompassing corporate, professional, and non-profit organizations including Chair of the Board of the American Lung Association and the Board and Executive Committee of the American Sleep Medicine Foundation.

Guest Speakers

Hillary Gosselin

Hillary Gosselin
Managing Director, Development
Development and Alumni Engagement, University of British Columbia

Hillary Gosselin has 20 years of fundraising, senior administration and management experience at University of British Columbia. Reporting to the vice-president of development and alumni engagement, as managing director of development, Gosselin provides leadership, strategic direction and priority setting for UBC's development program. She leads a team of 150 fundraising professionals working together to fulfill an annual fundraising goal of $200M.

Gosselin played a key leadership role in the unique seven-year $1.6B "start an evolution" fundraising and alumni engagement campaign which was completed on time, on budget and over target in fall 2015. At the time, it was the largest campaign in Canadian university history.

She has a degree in International Studies from the University of Saskatchewan.

Robert W. Helsley

Robert W. Helsley
Dean, UBC Sauder School of Business and the Grosvenor Professor of Cities, Business Economics and Public Policy
University of British Columbia

Robert W. Helsley is the dean of the UBC Sauder School of Business and the Grosvenor Professor of Cities, Business Economics and Public Policy at the University of British Columbia. Under his leadership, the UBC Sauder School has seen its research profile strengthened, the introduction of innovative new programs and experiences for students, increased diversity and transparency in governance, development of innovative cross-campus collaborations, and expansion of the school's global partnerships.

Recently appointed to a second term, Helsley has launched a strategic plan that articulates a new vision and mission for the school, building on the traditional strengths in research and teaching while advancing the school's impact in emerging areas of societal importance. To support innovation and growth in the school's graduate portfolio, he is set to embark on the development of a new home for the graduate school—the most significant expansion in the Sauder School's history—that will also serve as both an innovation hub for inter-campus collaboration and a community gathering space.

Prior to becoming dean at UBC Sauder, Helsley served as senior associate dean, faculty and research from 2002 to 2008, and prior to this, as director of the UBC Centre for Real Estate and Urban Economics, and chair of the Urban Land Economics division. Between 2008 and 2012, before returning to UBC Sauder School of Business, he served at the Haas School of Business at the University of California, Berkeley as a professor and chair in real estate development, and was a co-chair of the Fisher Center for Real Estate and Urban Economics. He has held a variety of editorial positions, including serving as co-editor of the Journal of Urban Economics from 2009 to 2012. His teaching has focused on courses in urban and real estate economics, managerial economics and microeconomic theory.

He earned his master's degree and doctorate in economics at Princeton University, and a bachelor's degree in economics (with honors) and mathematics at the University of Oregon. He has published widely in the areas of urban and public economics, real estate and public policy.

Helen Nichols
Executive Director, Campaign
University of British Columbia

Helen Nichols is the executive director, campaign, for Development and Alumni Engagement (DAE) at the University of British Columbia. In this role, she serves as part of the DAE leadership team working across the portfolio on various projects and priorities including strategic volunteer engagement and management including UBC's four affiliated foundations. She was part of the leadership team for UBC's planning and execution of the successful start an evolution campaign, which raised $1.6B and engaged more than 130,000 alumni from 2008 through 2015.

Early in her career, Nichols was the head of development for Ballet British Columbia and a promotions coordinator with the Canadian Red Cross Society. She is an avid volunteer in the community. She has served on the boards of the Vancouver Ballet Society, Vancouver Vikings Swim Club, Vancouver and District Regional Swim Club and school Parent Advisory Councils.

Serving UBC for more than 20 years in advancement, she is also a proud alumna receiving a master's degree in business administration. She obtained her bachelor's degree in theater from the University of Utah.

Jeff Todd
Interim Vice President, Development and Alumni Engagement; and Executive Director, Alumni UBC
University of British Columbia

Jeff Todd joined UBC in September 2010 and leads the University and Alumni Association’s (alumni UBC) efforts to meaningfully increase engagement among UBC’s 300,000 member global alumni community and build the influence and capacity of alumni UBC. Since 2010, alumni engagement has grown by 111 percent. He serves as president of the Canadian Council for the Advancement of Education and on the board of the Council of Alumni Association Executives. He also serves as chair of the West Vancouver Community Centres Society Board of Directors.

Since arriving at UBC, Todd has worked in collaboration with the professional team and board of directors to establish a new best-practice governance structure; introduce the alumni UBC brand; develop an alumni engagement value proposition and framework; and create and execute the comprehensive Alumni, Forever UBC strategic plan.

Prior to joining UBC, he was executive director of the Oregon State University Alumni Association and director of alumni relations from 2004 to 2010. In this dual role, he served as chief alumni relations officer for the university while providing leadership and executive management for the alumni association, an independent not-for-profit corporation that promotes the university through services and programming for more than 150,000 alumni and friends. He also served on the university cabinet. From 2002 to 2004, he was executive vice president at the University of Arizona Alumni Association, and from 1985 to 2001 he was director of alumni relations at his alma mater, the College of Wooster. During his final years at Wooster, he had the additional responsibility of managing the annual fund.

Currently, Todd serves as president of the Canadian Council for the Advancement of Education and as a board member and secretary of the Council of Alumni Association Executives.

He has served on the international board of the Council for Advancement and Support of Education and the CASE Alumni Relations Commission. He is a frequent speaker at CASE conferences. In 2008, he received a Crystal Apple Teaching Award.


CASE Crystal Apple Award winner for excellence in teaching