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

Conference Chair

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.



Faculty

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.




Karen Sims

Karen Sims
Gifts & Records Management
North Carolina State University

Karen A. Sims currently serves as director gifts and records management at NC State University. Sims brings 20 years of experience within gift processing and donor records management. She is an experienced advancement professional with proven skills in fundraising and financial management, gift administration, policy creation and staff development. She is skilled in the use of consultative approaches to increase efficiency in integration of industry best practices for gift acceptance and data standards.

Sims has served as a board member of the Association of Fundraising Professionals-Eastern PA Chapter for seven years and served as the Ethics and Accountability chair for two years. She has also served as a conference presenter and volunteer with CASE in varying capacities during her membership over the last 12 years. Sims has received the distinction as being a CASE district faculty stellar speaker for multiple years.

She holds a bachelor's degree from DeSales University in management and marketing and a master's degree in educational leadership from Lehigh University.



Junior Faculty

Kenny Howard

Kenny Howard
Senior Gift Administrator
University of Colorado Foundation

Kenny Howard is a senior gift administrator for the University of Colorado Foundation, serving all four campuses of the University of Colorado. He previously worked as the assistant director of gifts and records for the University of Denver and as a grants and contracts administrator for the United States Department of Energy.

A graduate of Regis University, he holds a master's degree in nonprofit management and a bachelor's degree in business administration.


Jeff Tandberg

Jeff Tandberg
Senior Gift Administrator, Gift Management
University of Colorado Foundation

Jeff Tandberg is a senior gift administrator at the University of Colorado Foundation, serving all four campuses of the University of Colorado. Prior to joining the foundation, he worked in IT, business management and customer relations. He is a graduate of the University of Colorado.



Crystal Apple AwardCASE Crystal Apple Award winner for excellence in teaching