Conferences & Training
Gift Processing and Donor Records Workshop: Fall Session

Faculty

Conference Chair

Alan Hejnal
Data Quality Manager
Smithsonian Institution

Alan S. Hejnal is the data quality manager in the Office of Advancement at the Smithsonian Institution in Washington, D.C., with responsibility for data strategy, polices, best practices and processes in support of the Office of Advancement's work in building private support for the world's largest museum and research complex.

An advancement professional for 25 years, Hejnal brings extensive experience to the subject of standards related to records management, gift recording and receipting and reporting. Previously affiliated with institutions such as Claremont Graduate University, DePaul University, Marquette University, Gettysburg College, the University of Richmond, and the University of Oregon Foundation, he has managed efforts in gift processing, demographic data, reporting, and prospect research, has served as the liaison between advancement and information services, and has managed the implementation of advancement systems.

A regular conference speaker, he is the author of two chapters in the second edition of the CASE book, Advancement Services: A Foundation for Fundraising, and is a member of the Association of Advancement Services Professionals' Committee on Best Practices in Records Management. He holds a bachelor's degree from Hobart College and master's degrees from the University of Michigan and from Claremont School of Theology.



Faculty

George Firican

George Firican
Director, Data Governance & Business Intelligence
University of British Columbia

George Firican currently leads an award-winning data governance program he created to support the University of British Columbia's fundraising and alumni engagement goals. His passion for information quality, data governance and business intelligence also propelled him to obtain a master's degree in management, and certifications in data stewardship and data governance and led him to get recognized for his work through different award wins. Complementing this are his 10+ years of project management and business analysis experience in higher education, fundraising, software development and e-commerce industries. He is also a data governance instructor, blogger and speaker.


Amanda Jarman

Amanda Jarman
President
Fundraising Nerd

As the president of Fundraising Nerd, Amanda Jarman has helped a variety of nonprofit organizations make their fundraising databases work for them. She has honed her expertise in fundraising data during nearly 20 years of experience in the nonprofit sector. Before launching Fundraising Nerd in 2013, she served in various fundraising data-related positions at Portland State University, most recently as assistant vice president for advancement services. Before that she served as associate director of advancement services at Lewis & Clark College. She started her career at smaller nonprofits, including Safeplace, a domestic violence shelter, and the Olympia Food Co-op. This experience ignited her passion for scaling big shop tools and techniques to fit shops of all sizes.

Jarman is a frequent trainer and presenter on fundraising data. This is her third time serving as a faculty member of this conference. She recently served as an instructor in Portland State University's Fundraising Certificate Program. She also previously served on the Association of Advancement Services Professionals (AASP) strategic planning advisory council and its nominations committee, and was honored with the AASP's Emerging Leader Award in 2014.


Dawn Roarty

Dawn Roarty
Executive Director of Gift and Data Services
University of California, Davis

Dawn Roarty brings more than 30 years of project and change management experience to her role as executive director of gift and data services at the University of California, Davis. She led the design and implementation of business intelligence solutions in support of UC Davis' first comprehensive fundraising campaign, and is poised to lead her team through the next campaign. She has driven the adoption of many innovative approaches to the business of advancement services, including the implementation of Agile and KANBAN to gift and donor record processing.

Roarty served as project manager for the centralized gift processing system (GREAT) which earned four CASE Circle of Excellence awards in a single year, including Grand Gold and Platinum. She brings this passion for efficiency to her gift processing team and fosters an environment that encourages openness and continuous improvement. She has served on the faculty for several of CASE's Gift Processing and Donor Records Workshops.

She holds a bachelor's degree from UC Davis, a master's degree in business administration from San Francisco State, and is a certified Project Management Professional (PMP) and SCRUM master.




Jennifer Spry

Jennifer Spry
Vice President, Advancement Services
University of Oregon Foundation

Jennifer Spry is the vice president of advancement services at the University of Oregon Foundation. She oversees gifts and records and manages the strategic relationship and engagement with the university's advancement office. Previously, she served as executive director of gift administration for New York University where she led a team in the acceptance, processing and accounting of gift revenue for all schools and divisions of NYU totaling more than $400 million and 80,000 transactions annually. Prior to that, she ran advancement services and overall operations for NYU's medical center. where she managed a $17 million operating budget and directed all gift acceptance and information systems including the design and implementation of prospect management and pipeline strategies.

Spry has worked in advancement services for more than 10 years and has a long career in managing organizational change. She is passionate about increasing efficiency while improving service outcomes and reducing costs. She is also a strong advocate for strategic planning within advancement services and for advancement services positioning itself as a valued and necessary player in organization-wide strategic planning. Spry has served as both chair and faculty for CASE's Gift Processing and Donor Records Workshop. She has also conducted webinars for CASE on paperless gift processing and using metrics to drive performance.




Crystal Apple AwardCASE Crystal Apple Award winner for excellence in teaching