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
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.




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