Conferences & Training
Gift Processing and Records Management Workshop: Spring

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

Gail Ferris

Gail A. Ferris
Assistant Vice President for Advancement Administration
The George Washington University

Gail Ferris is the assistant vice president for advancement administration at The George Washington University. Prior, he was director of technology and information services at American University's Office of Development and Alumni Relations. In addition, he has served in advancement services at Yale University, World Wildlife Fund, and Catholic University of America. A founding member of the Association of Advancement Services Professionals, Ferris has served as its president and is currently chair of its Curriculum Committee. He served 10 years on the faculty of the CASE Summer Institute for Advancement Services, chairing the institute twice, and has chaired the Gift Processing and Donor Records Workshops twice. 

He is the recipient of the CASE Crystal Apple Award for outstanding teaching and has authored chapters in several books published by CASE. He holds a bachelor's degree from Yale University, a Juris Doctor from the University of Cincinnati, and an MBA from the University of New Haven.


Amanda Jarman

Amanda Jarman
Principal
Fundraising Nerd

As the president of Fundraising Nerd, Amanda has helped a variety of nonprofit organizations make smart use of their donor data and data management systems. She has honed her expertise in fundraising data during more than 15 years of experience in the nonprofit sector. Before launching Fundraising Nerd in 2013, Amanda 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. Amanda started her career at smaller non-profits, including Safeplace, a domestic violence shelter, and the Olympia Food Co-op. This experience ignited Amanda's passion for scaling big shop tools and techniques to fit shops of all sizes. 

Amanda is a frequent trainer and presenter on fundraising data. This is her second time serving as a faculty member at the Gifts and Records Management Conference. She recently served as an instructor in Portland State University's Fundraising Certificate Program. Amanda 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

As the executive director of gift and data services in advancement services at University of California Davis, Dawn Roarty oversees all gift and data processing. Dawn leads her team in proving a full spectrum of business information solutions for UC Davis' first comprehensive fundraising campaign, and will continue to lead this effort as the university embarks on an even bigger campaign. Dawn is a certified project manager, a SCRUM Master, and has over 30 years of experience in project management, process improvement and automation. She has save many organizations thousands of dollars implementing process improvements and automations. She was the project manager for the UC Davis' GREAT system implementation that won a CASE grand gold and platinum awards.


Rebecca Weitz

Rebecca Weitz
Director, Gift Management
University of Colorado Foundation

Rebecca Weitz currently serves as the director of gift management at the University of Colorado Foundation. During her 12-year tenure at the CU Foundation, Weitz has managed gift processing, records management, reporting, prospect and proposal management, and data analysis. She has worked to develop and implement extensive process improvements and efficiencies for the CU Foundation and the Office of Advancement at CU.

Weitz has served as conference speaker and presenter at multiple Ellucian conferences. She holds a bachelor's degree from Franklin & Marshall College, and a certificate in Professional Management from Mountain States Employer's Council.




Crystal Apple AwardCASE Crystal Apple Award winner for excellence in teaching