Speaker Bios

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A

Jeremy Allen, Senior Director of Annual Support and Advancement Communications, UNC Chapel Hill’s Kenan-Flagler Business School

Jeremy Allen's eight years in University Advancement span three different institutions. He started his fundraising career at Elon University where he held multiple roles on the annual giving team, helping to create Elon's first-ever giving day and steadily increase alumni participation rates. He later served as Associate Director of Alumni Relations at the University of Northern Colorado, helping to grow and engage the university's 130,000 member alumni network. Jeremy now serves as the Senior Director of Annual Support and Advancement Communications at the University of North Carolina at Chapel Hill's Kenan-Flagler Business School, where he leads a four-person annual giving team charged with raising $4 million in annual unrestricted gifts for the school.  Jeremy holds a B.A. from Elon University and an M.A. from the University of North Carolina at Greensboro.

PAIGE AMICK, DIRECTOR OF PRINCIPAL GIFTS STEWARDSHIP, CREIGHTON UNIVERSITY

Paige Amick, BS, MPA, is the Director of Principal Gifts Stewardship for Creighton University. With over 11 years in the area of development, her primary focus has been on donor relations and stewardship within higher education. Before her tenure at Creighton, she honed her skills in donor relations and stewardship first at the University of New Hampshire and then at the North Carolina Agricultural and Technical State University. In her current role, she serves as the primary point of contact for all $1M donors across 9 schools and colleges.

RICHARD ALLEN AMMONS, SENIOR CONSULTANT AND PRINCIPAL, MARTS & LUNDY

Richard A. Ammons joined Marts & Lundy in 2013, bringing 32 years of experience in higher education advancement. His strategic thinking, thoughtful leadership and extensive success in fundraising provide tremendous value in his work with colleges and universities across the country.

From 2010 to 2012 Richard served as Associate Dean for The Fuqua School of Business at Duke University. Leading the fundraising and alumni relations team he reversed a multi-year downward trend in fundraising and doubled the previous year’s results in each of his two years.

Prior to his work at Duke, Richard served for seven years as Vice President for Development at Colby College. He worked as the chief advancement officer for the College’s fundraising and alumni relations activities, managing a staff of 43 and leading the College’s $370 million comprehensive campaign. In addition, he managed the College’s communications activities.

For eight years Richard was Vice President for College Advancement at Macalester College and for seven years prior to that was Vice President for Development at Morehouse College. Richard also served as Director of Development for the Paul Nitze School of Advanced International Studies (SAIS) at Johns Hopkins University. He is a former member of the Board of Directors for the Council for Advancement and Support of Education (CASE).

Wes Ardoin, Manager of Advancement Information Services, North Carolina State University

Wes Ardoin began his Advancement Services career at the Louisiana State University Foundation in 2006 in a multi-purpose prospect research, prospect management, and records maintenance office. After this broad introduction to three different key pieces of Advancement Services, he transitioned to the information services team of the same organization. During his work with this team, he continued to work closely with staff in those three categories but also branched out to assisting in gift processing troubleshooting and process analysis.

After a short stint as a Director of Development Research, he joined North Carolina State University’s Advancement Services office as Lead Applications Analyst in 2011. Presently, his team provides the backbone and infrastructure for University Advancement by overseeing business process analysis and implementation. Almost all new fundraising processes, as they relate to data, are outlined, documented and tested by this team. Information Services is also responsible for the maintenance of the university’s Advance system and Advancement reporting systems.

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MARY ELLEN BOELHOWER, EXECUTIVE DIRECTOR OF DEVELOPMENT, UNIVERSITY OF NORTH CAROLINA AT GREENSBORO BRYAN SCHOOL OF BUSINESS AND ECONOMICS

Mary Ellen Boelhower, Executive Director of Development, has served as chief fundraiser for the Bryan School of Business and Economics at the University of North Carolina at Greensboro since 2003. She has raised millions over the course of her career, impacting hundreds of students through scholarships, faculty support and special programs. Prior to the University of North Carolina at Greensboro, Mary Ellen was the inaugural Director of Stewardship at the University of New Hampshire. In 2015, she was honored with the Triad Business Journal's "Women in Business" award. She has a B.S. from the University of Louisiana at Lafayette (her home state) and a M.S. from the University of New Hampshire.

HEATH BOWMAN, ASSOCIATE VICE CHANCELLOR FOR ALUMNI RELATIONS AND PRESIDENT OF THE ECU ALUMNI ASSOCIATION, EAST CAROLINA UNIVERSITY

Heath Bowman Heath Bowman currently serves as Associate Vice Chancellor for Alumni Relations at East Carolina University and President of the ECU Alumni Association. Heath is an alumnus of Texas Tech University, where he earned a B.S. in Hospitality Management in 2007. After two years with Starbucks Coffee Company, Heath made the decision to relocate to Fayetteville, Arkansas and pursue his passion of working on a college campus. In 2011, he received his M.Ed. in Higher Education Leadership from the University of Arkansas.

Heath’s career in alumni relations began during his time as a graduate student at the University of Arkansas, which grew to include progressively responsible roles managing student, young alumni and regional alumni outreach on behalf of the Arkansas Alumni Association over the course of six years. In 2015, after the conclusion of a nationwide search, Heath was named to lead the alumni relations efforts at East Carolina University, a campus of nearly 30,000 students and the 3rd largest in the University of North Carolina System, serving over 175,000 Pirates around the world.

A native of Stillwater, Oklahoma, Heath and his wife, Ashley, have made Greenville, North Carolina home with their two dogs, Barnie and Baylie. Heath currently serves as Chairman of the Young Professionals of Pitt County, and is a member of the Uptown Greenville community development board, the Greenville Chamber of Commerce Board of Directors and the Greenville Tourism Ambassadors program. In 2017, Heath was named a finalist for the Young Professional of the Year by the Greenville Chamber of Commerce and in 2013, he was named Member of the Year by the Arkansas Volunteer Coordinators Association after serving the organization as State President, State Vice President and State Secretary.

Jim Broschart, Associate Vice President for Development, North Carolina State University

Jim Broschart is the Associate Vice President for Development at North Carolina State University. He brings nearly 20 years of comprehensive fundraising and management experience to this role working collaboratively to formulate university wide development goals and maximize the results of all fundraising programs.  Additionally, Jim serves as the Campaign director and vice president of the North Carolina State University Foundation Inc.  Prior to joining North Carolina State University, Jim served as the Vice President for Advancement and Campaign Manager at Binghamton University, Vice President of College Advancement at Hartwick College, and Director of Regional Advancement on the development team at Syracuse University..

William Broussard, Director of Corporate and Foundation Relations, Elizabeth City State University

William Broussard is a higher education executive, professor, scholar, and sports culture critic with 17 years of experience at six institutions.

After earning the All-Southland Conference, All-Louisiana, FCS All-American, and Academic All-District VI in 1998 and 1999 at Northwestern State University, Broussard was inducted into the National Football Foundation/College Football Hall of Fame as a scholar-athlete, earned a Burger King National Scholar Athlete Award, Arthur Ashe Scholar Athlete Award, and an NCAA post-graduate scholarship before graduating in 2000 with distinction from the Louisiana Scholars College. Broussard went on to earn the Arizona College of Humanities Fellowship, Patrick Dissertation Award, the 2003 Centennial Graduate Student of the Year Award, and his Master's Degree and Doctorate in rhetoric, composition, and the teaching of the English language in 2007.

Broussard has served as an Athletic Administrator for a total of 12 years, including stints in academic support at Arizona, as Associate Director of Athletics at Northwestern State, as Director of Athletics at Centenary College, and as Athletic Director at Southern University. He broke three annual fund and total attainment records as the Executive Director of the Northwestern State University Athletic Association and founded the Jaguar Jamboree Athletic Association at Southern. Most recently at Southern, the athletic department set total revenue and private fundraising records, set consecutive graduation success rate records, and won 16 SWAC divisional, tournament, and regular season championships from 2012-2015. He has a career fundraising attainment of $19.6 million.

He is currently serving as Director of Corporate and Foundation Relations at Elizabeth City State University and has also served as an award-winning professor and instructor of English and Journalism/Public Relations at Arizona, Pima Community College, Northwestern State, Centenary, and Southern.

MORGAN BURKE, SOCIAL MEDIA MANAGER, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Morgan Burke is the social media manager for the Development Office at the University of North Carolina at Chapel Hill. She manages Carolina Development’s online presence, known as “Here At UNC” on Facebook, Twitter, Instagram, and YouTube, sharing the power and possibility that comes with private giving at Carolina. Previously, she worked as a digital content manager for the Democratic National Committee and a digital organizer on the 2012 Obama campaign. Morgan is a proud Tar Heel, graduating with a B.A. in political science and history from UNC-Chapel Hill.

CYNTHIA BUTLER, SENIOR ASSOCIATE VICE CHANCELLOR FOR UNIVERSITY DEVELOPMENT, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Cynthia Butler oversees many of Carolina’s development programs including the campaign office, annual giving, gift planning, parents program scholarship fundraising and stewardship.  She also serves as a key liaison with development officers in schools and units across campus.

Butler, who joined the development office in May 2014, came to University of North Carolina at Chapel Hill from the University of Florida, where she served as Senior Director of Development for the College of Liberal Arts and Sciences and various other development and leadership roles for 13 years.  Before the University of Florida, Butler held key leadership roles in Development and Alumni Affairs at Wright State University in Dayton, Ohio, where she earned her Bachelor’s degree in Communications.

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CHRIS CARNAL, PRESIDENT & CEO, TIAA CHARITABLE

Chris Carnal joined TIAA in 2016 as Head of Fundraising & Distribution and was promoted to President and CEO in 2018.  Prior to TIAA, Chris was a member of the Operating Committee and the Head of Fundraising at Fidelity Charitable where he led their national fundraising and complex assets teams, responsible for strategic direction, alignment and execution. Chris and his teams have raised over $16B and granted over $10B to non-profits.  Prior to Fidelity Charitable, Chris was president, managing partner and founder of Protective Wealth Management, an investment platform start-up offering a variety of advisory services to registered investment advisors. Earlier in his career, Chris held senior positions with Allianz, Legg Mason, and ING in sales and distribution roles. In addition to Protective Wealth Management, Mr. Carnal has founded three other companies:  Krosswalk, an augmented reality CRM, Honest Guys Pizza, a family entertainment concept and Alternative Distributors, a global import/export company.

Chris received his Bachelor of Science degree from Miami University and resides in Paradise Valley, Arizona, with his wife, Amanda, their three children, Grace, Katherine and Claire and their two yellow labs, Cisco and Pancho.

BENJAMIN R. CASE, PRESIDENT, CASE CONSULTING SERVICES, INC.

Benjamin R. Case is the President of Case Consulting Services, Inc. which helps nonprofits raise more money by advising on strategic planning, fundraising, and communications. Mr. Case has been serving in the nonprofit sector as an advancement professional, senior manager, and leader for over four decades. He formed Case Consulting Services, Inc. in 2001. His experience includes work with world-class institutions such as Duke University and the Metropolitan Opera, as well as being involved in the start-up of more than ten successful nonprofits. He has worked for and been engaged by organizations that have raised more than $4.6 billion dollars and has been personally involved in the successful solicitation of over $1.1 billion dollars in gifts. He has done extensive presentations and trainings for non-profits, including writing and presenting a two-day conference on major gifts: ThinkBIG. Mr. Case is the exclusive provider of online fundraising, management and leadership materials for Focused On Fundraising, Inc., whose mission is to enable advancement professionals to raise more money through impactful, world-class, online training. Mr. Case is known for providing the “Tip o’ The Morning . . .” to readers around the world. He has served on the boards of Catawba College, Medical Ministry International, and the Charitable Trust Leadership Forum. He has been a featured speaker for many associations including the Council for Advancement and Support of Education, the Association of Fundraising Professionals, and State Policy Network. He and his wife Angela live in Emerald Isle, North Carolina. They have been married 38 years and have two grown children and three granddaughters.

CHRISTINA Z.W. CHANG, ASSISTANT VICE PRESIDENT FOR FINANCE, TALENT & ADMINISTRATION, UNIVERSITY OF WASHINGTON

Christina Chang is the Assistant Vice President for Finance, Talent & Administration for Advancement at the University of Washington. Her team is responsible for the stewardship of Advancement’s people, finances and space. Christina led the 2016 and 2017 CASE Strategic Talent Management Conferences, has presented at CASE Summit, and is currently the 2018 Co-Chair of the CASE Conference on Diverse Philanthropy and Leadership. She has more than 20 years of experience in higher education administration, and is committed to transforming institutional culture and policy with a focus on diversity, inclusion and equity. She graduated from Georgetown University and holds a Master’s Degree in Public Administration from American University.

Kinna Clark, Associate Director of Gift Planning Services, The University of North Carolina System

Kinna Clark is the Associate Director of Gift Planning Services for The University of North Carolina System. In her role, Kinna works with the Advancement team and the North Carolina Gift Planning, LLC to assist constituent campuses with the enhancement of their gift planning programs.

Prior to joining the UNC System Office, Kinna served as the Major & Planned Gifts Officer at North Carolina Central University School of Law for two years. During her time at the NCCU School of Law, she gained experience in annual, major & planned giving, grant writing, event planning, and marketing. An alumna of the UNC System, Kinna holds a Bachelor's Degree in Business Administration with a concentration in Management from East Carolina University and a Juris Doctorate from the NCCU School of Law. She is a licensed attorney and was admitted to the North Carolina State Bar in 2014. Since being licensed, Kinna has provided pro bono legal services as a "Lawyer on the Line" volunteer attorney for Legal Aid of North Carolina.

In addition to her professional accomplishments, Kinna is a member of the NC Planned Giving Council and National Association of Charitable Gift Planners. She volunteers on the Salvation Army Boys & Girls Club of Durham Advisory Council and Resource & Development Committee. She also serves on the Development Committee for the North Carolina Bar Association and is an active member of the NCCU School Law Alumni Association.

Doug Cogswell, President & CEO, ADVIZOR Solutions, Inc.

Doug Cogswell is the founder and current President & CEO of ADVIZOR Solutions, a Business Intelligence software company that is all about enabling people to better understand and analyze their data.  Under Doug’s leadership, ADVIZOR has been delivering data discovery solutions in a variety of industries for over 15 years.  By combining ADVIZOR’s cutting-edge software with services of a team of data and analytics experts, we are giving people quick easy access to their data in a visual interactive format that is transforming the way they make decisions, improving overall performance, and creating a culture of analytics.

With a degree in physics and engineering from Dartmouth, an MBA from Harvard, strategy consulting experience with both Bain and Booz Allen, and over 15 years in the BI sector, Doug has extensive data analytics and client strategy expertise.  He is a thought leader in the world of data discovery and analysis.

Doug has participated on the Boards of the Chicagoland Chamber of Commerce, the Information Technology Association of Illinois, and is a frequent speaker at national and regional conferences.  He is also heavily involved in his church. When he’s not working, he enjoys hockey, skiing, running, backpacking, and pretty much anything outdoors.

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JACLYN PINGEL DAY, ANNUAL GIVING MANAGER, UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS

AAs a professional fundraiser with ten years of fundraising experience, Jaclyn Pingel Day found her love for annual giving as a student caller at Brigham Young University. Currently she is the Annual Giving Manager at the University of North Carolina School of the Arts and oversees all aspects of the annual giving program, including direct mail, UNCSA’s annual Day of Giving, the Giannini Society – UNCSA’s outstanding leadership gifts program – and more. Working for UNCSA has blended her love for the arts and passion for higher education. Jaclyn obtained her M.S. in Nonprofit Management and Philanthropy from Bay Path University and a B.S. in Psychology from Brigham Young University.

COLLEEN DEAL, DIRECTOR OF PROSPECT MANAGEMENT AND RESEARCH, APPALACHIAN STATE UNIVERSITY

Colleen Deal serves as the Director of Prospect Management and Research at Appalachian State University. With a background in web application programming, she started her career at Appalachian State in 2011 as the Report Writer for University Advancement, during which role she was responsible for creating general giving, prospect management, annual giving, and other Advancement reports. As Director of Prospect Management and Research, she oversees the prospect management and research processes, data, reporting, and analytics. She is in the process of completing a graduate certificate in Business Analytics at Appalachian State University, and holds a B.A. degree in Anthropology from SUNY Geneseo as well as B.S. degree in Computer Information and Office Systems from the University of Alaska Southeast.

ETHAN DODSON, INTERIM DIRECTOR OF LEADERSHIP GIFTS AND ANNUAL GIVING, APPALACHIAN STATE UNIVERSITY

Ethan Dodson is currently the Interim Director of Leadership Gifts and Annual Giving at Appalachian State University where he oversees annual giving efforts addition to frontline fundraising responsibilities. Before this role, he worked as a Regional Development Officer at N.C. State University where he managed the Midwest, South Carolina, and New Hanover counties over the course of 5 years. He has also worked in reunion giving at the University of Virginia and annual giving also at Appalachian State University. He has a BS in Communication, an M.A. in Higher Education, and brings over 10 years of development experience.

JOSHUA DODSON, DIRECTOR OF RESEARCH AND INTEGRATED MARKETING, VISIONPOINT MARKETING

Joshua Dodson knows higher education.  He has helped countless universities modernize their enrollment and marketing programs, whether he was acting as the AVP of digital marketing, the co-founder and chief innovation officer of a higher education marketing firm, or a marketing instructor. As the Director of Integrated Marketing at VisionPoint, Josh brings his uncanny ability to design strategy, execute tactically and measure ROI to our clients. What’s more, his expertise in digital marketing, analytics and SEO for higher education make him a sought-after speaker. To date, he has delivered more than 20 presentations, keynotes, and workshops at national higher education marketing conferences.

JUDY DONOVAN, DIRECTOR OF DEVELOPMENT TRAINING, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Judy Donovan is a visionary Training and Development professional who focuses on operational impacts and employee performance.  Her design of memorable training and accessible content embraces all facets of adult learning and training methodology.  She developed her expertise in engaging delivery through the influential teachers in each stage of her own education – Diploma from Elkin High School, Associate of Arts from Brevard College, Bachelor of Arts in Communications from the University of North Carolina at Chapel Hill, Master of Education from Boston University, and Master of Science in Human Resources from Villanova University.  Her passion for creating learning strategies based on business priorities ensures employees are prepared to execute goals flawlessly in today's fast-paced environment in industries ranging from insurance and healthcare through financial services and medical billing.  

Judy’s volunteer interests have included research projects with the Southern Maine Agency on Aging, as well as re-building donated bicycles to sell at a non-profit retail shop, Portland Gear Hub. These bicycle sales support the youth programs at Camp Ketcha and the Community Bicycle Center. Judy’s hobbies include sketching, learning to play guitar, and a recently developed enjoyment of open water swimming.  Judy recently moved back to North Carolina from Maine to accept her dream job as Director of Development Training with the University of North Carolina at Chapel Hill.

LINDA BROWN DOUGLAS, DIRECTOR OF VOLUNTEER ENGAGEMENT IN UNIVERSITY DEVELOPMENT, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Linda Brown Douglas is the Director of Volunteer Engagement in University Development at the University of North Carolina at Chapel Hill. She has managed volunteer boards for the University since November 1998, but her true training dates back much further to the early 1980s when, as a beginning newspaper reporter, she learned the importance of asking the sixth “why”. That’s because most people only provide surface responses early on in a conversation. It’s not until the interviewer dips to the sixth “why” that the heart and passions are revealed. Reaching those passions is what drives Linda’s work in volunteer engagement. Many of the ideas that helped build her boards came directly from the volunteers. In addition to working with The Charlotte Observer and The News and Observer, Linda was Assistant to the President for Communications for the North Carolina Community College System. She knows how it feels to be on the volunteer end because she has spent many years as a volunteer herself. She was president of the 1,400-member Junior League of Raleigh and a member of its governing board, The Association of Junior Leagues International. Also, Linda is on the executive board of Prevent Blindness North Carolina and has served on the N.C. Museum of History Associates and on the N.C. Judicial Standards Commission. In 2007, she was named a Tar Heel of the Week for The News and Observer and in 2008, she was inducted into the YWCA of the Triangle Academy of Women. As a graduate of what is now known as the UNC School of Media and Journalism, Linda is back home and has had an opportunity to give back to her University as a volunteer, previously working on the planning committee for the UNC Black Alumni Reunion, and more recently participating on the UNC Parents Council. Her work at the University includes managing two boards, the UNC Board of Visitors, which supports the work of the Chancellor and UNC Board of Trustees, and the Alumni Committee on Racial and Ethnic Diversity, which focuses on engaging and cultivating diverse University constituents.

JEAN DRISCOLL, EXECUTIVE DIRECTOR OF DEVELOPMENT, NORTH CAROLINA STATE UNIVERSITY COLLEGE OF DESIGN

Jean Driscoll, a veteran of higher education fundraising, is the Executive Director of Development in the College of Design.  Prior to beginning her tenure at North Carolina State University in November 2017, she spent nearly twelve years in development at her alma mater, the University of Illinois at Urbana-Champaign.  She served as a Senior Director of Development in the College of Liberal Arts & Sciences and an Assistant Dean of Advancement in the College of Applied Health Sciences.

Jean holds a BS in Speech Communication and a MS in Rehabilitation Administration from the University of Illinois as well as honorary doctorate degrees from the University of Rhode Island and the Massachusetts School of Law.  She enjoyed a prolific athletic career during and after college, and considers winning the Boston Marathon and being inducted into the U.S. Olympic Hall of Fame as two of her greatest honors.

CHRISTOPHER DYBA, VICE CHANCELLOR, EAST CAROLINA UNIVERSITY

Christopher Dyba is a graduate of Louisiana State University and Duke University.  Upon completion of graduate school, Dyba joined the development office at Duke and worked for eight years as both an annual fund reunion giving officer and a major gift officer.  After Duke, Dyba worked for more than six years at Auburn University as the Director of Advancement for the College of Business managing a team and the campaign through its successful completion.  A native of Louisiana, Dyba returned to aid Tulane University in its post-Hurricane Katrina efforts to reestablish its advancement office.  While at Tulane, Dyba served as the Senor Associate Vice President for Development where he built development teams for ten schools and units, managed the annual fund program, and served as a principal and international gift officer.

Dyba has been the Vice Chancellor for University Advancement at East Carolina University and President of the ECU Foundation since March of 2014. .

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MORGAN ELLIS, CONTENT MANAGER, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 

Morgan Ellis is a content manager on the marketing team at the University of North Carolina at Chapel Hill Office of University Development. In this role, he manages Carolina Stories — a website that aggregates stories from across the University of North Carolina at Chapel Hill and now an annually printed magazine. He also leads or contributes to a variety of other marketing and communications projects. Prior, Morgan wrote major gift proposals for the UNC Development Office. Before that, he spent more than seven years as the Special Projects Editor at the UNC School of Media and Journalism, managing social media, web content, and print projects.

KATHLEEN EVANS, REGIONAL DIRECTOR – EXTERNAL AFFAIRS OF THE PIEDMONT TRIAD REGION, AT&T

Kathleen Evans is the Regional Director – External Affairs of the Piedmont Triad Region for AT&T North Carolina.  She manages the day-to-day community engagement efforts of AT&T, a leading provider of wireless and wireline communications services.  In her role, she works closely with regional leaders to help bring new technology to the area and improve the quality of life for citizens.

Evans has extensive experience in the communications industry with 20 years of service.  She has been with AT&T for nearly 15 years.  Beginning her AT&T career in sales, she moved through positions in operations and marketing and now external affairs.

She has lived in Winston-Salem for seven years, having previously lived in the Chicago, Dallas and Philadelphia areas.

In addition to her responsibilities with the company, she has also been very involved in community and charitable activities.  She currently serves on multiple business and community boards, and is a Leadership Winston-Salem 2013 graduate.

Mrs. Evans is a native of New Jersey.  She holds a Bachelor’s degree from Syracuse University and an Executive MBA from the University of Wisconsin.  Evans enjoys design, wellness, good food, movies and travel.  She and her husband, Ron, have two grown children.

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BETH FISCHER, EXECUTIVE DIRECTOR FOR UNIVERSITY DEVELOPMENT, UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

Beth Fischer is the Executive Director for University Development at the University of North Carolina at Charlotte (UNCC), where she works closely with Chancellor Phil Dubois and Vice Chancellor of University Advancement Niles Sorensen to direct the UNC Charlotte $200M Exponential Capital Campaign, and to engage key stakeholders in philanthropic fundraising and involvement with the University. Fischer leads the Development team in the areas of major gifts, planned giving, corporate and foundation relations, donor relations and campaign activities.

Beth joined UNCC in 2005 as the Director of Development for the Belk College of Business, where she oversaw all alumni and development efforts for the College. She is a member of the adjunct faculty in the Gerald G. Fox Master of Public Administration program, and, since 2007, occasionally teaches graduate courses on nonprofit organizations and fundraising.

Fischer earned a J.D. with a concentration in public law from Case Western Reserve University, and received her undergraduate degree in business from Guilford College. She also holds a certificate of nonprofit management from the Mandel Center for Nonprofit Organizations and earned her Certified Fundraising Executive (CFRE) designation in 2008. Fischer was selected by the Charlotte Business Journal as a “40 Under 40” award winner in 2009, and subsequently received the “Women in Business” Award in 2017.

Beth was named a certified Gallup StrengthFinders Coach in 2017 and is an active member of Women Executives and the American Leadership Forum Class XVII. She previously served on the US Airways Education Foundation Advisory Board and is a past President of the Association of Fundraising Professionals, Charlotte Chapter. Additionally, she is a former member of the Guilford College Board of Visitors, the Leave a Legacy steering committee and a former board member of the Friends School of Charlotte.

She resides in Charlotte with her husband, AJ Fischer, and has two children, Eric and Allison.

ALLIN FOULKROD, CSEP, PRESIDENT, CREATIVE VISIONS, INC.

Allin Foulkrod founded Creative Visions in 1989 from his dorm room at North Carolina State University. He has grown his company into an award-winning, strategic live event and media solutions provider serving clients worldwide. In fact, he was one of 28 event professionals invited to participate in the first Global Events Summit organized by the International Live Event Association (ILEA). Allin is a sought-after presenter and has taught event production and positive company culture for non-profits, at industry events, and for Duke Continuing Education. He sits on several nonprofit boards including Hope Reins (hoperreins.org) equine ranch helping children with emotional trauma to heal. He also served as Executive Producer for the 2017 NC State Campaign Kickoff.

KEITH FRASER, ASSISTANT DIRECTOR OF CORPORATE AND FOUNDATION ENGAGEMENT, UNIVERSITY OF NORTH CAROLINA AT WILMINGTON

Keith Fraser presently serves as the Assistant Director of Corporate and Foundation Engagement at the University of North Carolina at Wilmington (UNCW). Prior to this role, Keith served as the Assistant Director of Annual Giving at UNCW. Focused on student philanthropy and employee giving, Keith managed UNCW’s student education program, ‘Get to Know PHIL’, advised student ambassadors, and served as a liaison to several campus partners, promoting giving to key campus constituents. He has volunteered with CASE and holds a Master of Public Administration from UNCW.

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KARIN GEORGE, PRINCIPAL, WASHBURN & MCGOLDRICK

Karin George joined Washburn & McGoldrick in 2005, following a 19-year campus-based career that began immediately after graduating from Smith College in 1986.  Her leadership, teaching and strategic skills have made her a sought-after speaker at professional meetings and a respected colleague at the institutions she has served as a campus officer and a consultant.

Karin was appointed Vice President for Advancement at her alma mater in 1999 and led Smith’s $250 million campaign effort, This is about Smith

She began her career at St. Lawrence University as assistant director of annual giving in 1986 and was promoted to director of annual giving in 1989.  In 1991, she moved on to Vassar College and a position as director of the annual fund and special gifts.  In February 1995 she was appointed vice president for development at Vassar and brought its campaign to a successful close with a total of $206 million.

Karin co-owns Washburn & McGoldrick with Bonnie Devlin and is now in her fourteenth year with the firm. She serves a diverse range of clients including Brewster Academy, Lafayette College, The Governors Academy, Ithaca College, Providence College, Southwestern University, Mount Holyoke College and comprehensive universities such as Portland State University and Prairie View A& M.

Karin was a trustee (2003-05) of the Council for the Advancement and Support of Education (CASE) and served as chair of the Committee on the Profession. She was a member of the faculty of CASE’s Summer Institute in Educational Fundraising and Advancement Management Institute.   Karin was the founding Chair of CASE’s Minority Advancement Institute in 2006.  She is a recipient of CASE’s distinguished Steuben Apple Award for teaching excellence.

Karin earned her BA in art history at Smith College. She is a trustee of the Community Foundation of Western Massachusetts and Chair of its Education Committee.  Karin is also an avid marathoner and a member of the Western Mass Distance Project racing team. She is based in Northampton, Massachusetts.

KASEY GINSBERG, PROGRAM OFFICER FOR THE DISASTER RECOVERY PROGRAM, GOLDEN LEAF

Kasey Ginsberg joined Golden LEAF as the program officer for the disaster recovery program in January 2017. Most recently, she served for Governor McCrory and Speaker Tillis in budget and policy roles. Born and raised in California and Maryland, Kasey found her way to North Carolina for college, graduating from Meredith College in 2010.

CHRISTOPER R. GONYAR, DIRECTOR OF EMERGENCY MANAGEMENT, UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

Christoper R. Gonyar joined the University of North Carolina at Charlotte’s Safety and Security team in May 2014 as the Director of Emergency Management (formerly Business Continuity and Emergency Management Planning). In this position, he is responsible for all institutional emergency planning initiatives, the business continuity program, strategic direction for emergency alerts, and emergency exercises and trainings.

Prior to joining the University, Gonyar served as an emergency management consultant with Leidos (formerly Science Applications International Corporation) for eight years. He worked with jurisdictions and organizations across the county on a variety of emergency management planning and exercise initiatives. During his time at Leidos, Gonyar focused on the continuity of operations planning, planning for functional needs populations, emergency management in higher education, and Homeland Security Exercise Evaluation Program (HSEEP) compliant exercises and trainings.

Gonyar is a 2005 graduate of UNC Charlotte with double majors in history and political science. In 2007, he completed a Master’s Degree in public administration, also at UNC Charlotte.

MEGAN GORHAM, DIRECTOR OF CORPORATE AND FOUNDATION ENGAGEMENT, UNIVERSITY OF NORTH CAROLINA AT WILMINGTON

Megan Gorham manages principal corporate and foundation relationships for University of North Carolina at Wilmington (UNCW). As the university’s Director of Corporate & Foundation Engagement, Ms. Gorham works synergistically with the Office of the Chancellor to facilitate the alignment of local, regional and national corporate and foundation partners with UNCW’s priorities. Serving as the university’s centralized point of contact for corporate and private foundation submissions and communication, Ms. Gorham also works collaboratively with the Associate Provost for Research to educate faculty about grant and gift proposal submission processes and identify opportunities for interdisciplinary faculty collaboration.

Ms. Gorham began her career in international business and has been working in nonprofit development and management since 2004. Before joining UNCW in 2008, she served as the Director of Corporate Relations for WHQR Public Radio and Director of The Children’s Museum of Wilmington.

Her professional affiliations include the Network of Academic Corporate Relations Officers and the Council for Advancement and Support of Education.

Ms. Gorham received her B.A. in Journalism and Mass Communication from the University of North Carolina at Chapel Hill and her M.B.A. from the University of North Carolina Wilmington.

TANNER GREAVES, DIRECTOR OF ANNUAL GIVING, APPALACHIAN STATE UNIVERSITY

A native of Greenwood, SC, Tanner Greaves has worked at Appalachian State University since graduating from the University of South Carolina in 2013.  Tanner began his career in philanthropy as a student caller at South Carolina raising more than $50,000 during his tenure as a student fundraiser, and in August 2013 Tanner was hired as the Call Center Coordinator for The Appalachian Fund and the Parents Fund.  In his current role as the Director of Annual Giving, Tanner develops and coordinates direct mail, email, call center and personal solicitation strategies for the Appalachian Funds.  Tanner has had a significant role in the planning and implementation of #iBackAPP Day, Appalachian’s 24-hour fundraising drive, each year since its inception in 2014.

Karen L. Greene, Senior Consultant & Principal, Marts & Lundy

Karen L. Greene joined Marts & Lundy in January 2014, bringing with her 23 years of experience as a trusted advisor, thought leader and pioneer in the field of advancement operations. She possesses a broad spectrum of expertise including prospect research and management, stewardship, events, finance and budget, campaign management and strategic digital engagement strategies.

Prior to joining the Firm, Karen served as Associate Vice President, Development and Alumni Relations at the George Washington University, where she led preparations for the university’s first ever $1 billion fundraising campaign. She has chaired the APRA Foundation, served on the board of APRA, been a judge for the Council for Advancement and Support of Education (CASE) Excellence Awards and has been a frequent presenter for CASE, the Association of Fundraising Professionals (AFP), the Association of Professional Researchers for Advancement (APRA) and the Association of Lutheran Development Executives (ALDE).

A pioneer in the field of Internet-based prospect research, she co-authored a prize winning paper on the topic in 1993. While at ASU, her research team won the CASE Circle of Excellence – Gold Award in 2009 for their prospect management program. Her commitment, dedication and service to the field of prospect research were recognized in 2010 when she received the APRA Service Award, its highest distinction.

Prior to her work at George Washington University, Karen was Vice President of Operations and Special Projects at Arizona State University Foundation.

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THERESA HANCOCK, DIRECTOR OF DONOR RELATIONS, UNIVERSITY OF NORTH CAROLINA AT GREENSBORO

Theresa Hancock, is the Director of Donor Relations for the University of North Carolina at Greensboro and has served the University for over 11 years.  Currently, she is responsible for donor engagement, stewardship and advancement communications. Prior to UNCG, Theresa had a long sales career and was the Circulation Director for Triad Business News.  She has a B.S. in accounting from UNC Wilmington and an M. A. in communication studies from UNC Greensboro.  In addition, she serves on the Triad-area Alumni Association for UNCW.

SAMANTHA HARGROVE, DIRECTOR OF MARKETING COMMUNICATIONS, THE UNIVERSITY OF NORTH CAROLINA SYSTEM

Samantha Hargrove is currently the Director of Marketing Communications at the University of North Carolina System.  After graduating Norfolk State University with a degree in journalism, Samantha worked at various newspapers and later as a freelance writer and special events consultant before joining the North Carolina Agricultural and Technical State University in 2005. She began there as a Public Relations Coordinator, then as a Special Events Manager, and finally as the Media Relations Director. While there, she earned a Master’s in strategic public relations from George Washington University. She later joined the team at North Carolina Central University, serving as the Marketing and Communications Director for the Division of Student Affairs and was instrumental in developing a division logo, managing a team of web content contributors, creating social media engagement with students, and managing the marketing needs of 15 departments and the executive team. Samantha joined the UNC System Communications team in October 2017.

 

TODD HANSON, CPIM, CRP, CHIEF ENGAGEMENT OFFICER, CREATIVE VISIONS, INC.

Todd Hanson has invested more than 25 years helping organizations achieve success with their people, creating results for clients, partners, coworkers and the community. As a Certified ROI Professional, he pioneered techniques to measure, defend, justify, and improve the investment in engagement programs including events, meetings, incentives, marketing, loyalty programs and more.

As an experienced trainer in ROI MethodologyTM, he can explain holistic and integrated measurement strategies coupled with an ability to drill down to the practical requirements for easy and effective implementation. The end goal: driving continuous improvement that is fact-based

 

ERIC HART, ASSOCIATE ATHLETIC DIRECTOR AND EXECUTIVE DIRECTOR OF MAJOR GIFTS, NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY

Eric Hart was named Associate Athletic Director and the Executive Director of Major Gifts at North Carolina Agricultural and Technical State University on December 4, 2017. His resume includes stops at UGA, UT-Knoxville, Appalachian State, Delaware State University, and prior to A&T, he served as a major gifts officer for Guilford College. He was the Senior Associate Athletic Director at Delaware State University and during that time he was named the Interim Athletic Director (2012). After his interim appointment, Eric participated in a senior-level administrative institute, NCAA Pathways. After graduating from Pathways, he set his sights on Athletic Development. His experiences as a fundraiser have focused primarily on the corporate sector, but he has also participated in individual gift cultivation activities. In his current role at A&T, he is responsible for soliciting major gifts from alumni, corporate partners, and individuals who have a keen affinity for the Athletic Department. He has also been tasked with special projects inside of the Athletic Department that look to generate revenue that may be team or department specific.

Eric Hart is a graduate of Appalachian State University (B.S. Elementary Education), The University of Georgia (M.Ed.), and The University of Tennessee (Ed.S.) and is currently enrolled in the doctoral program in Global Sports Leadership Development at East Tennessee State University. Hart resides in Greensboro with his wife, Erin H. Hart, Associate Vice Provost for Enrollment Management at North Carolina A&T State University. Together, they have two sons (Ethan, 3) and (Evan, 1 month).

Jaime Hunt, Chief Communications and Marketing Officer, Winston-Salem State University

Transformation has been a hallmark of Jaime Hunt’s career. In her 14 years working in higher education, Jaime has been part of three university rebranding and in the development of an integrated marketing communications model at two institutions.

Jaime is currently the Chief Communications and Marketing Officer at Winston-Salem State University. Since coming on board in 2015, she created the Office of Integrated Marketing Communications and led the roll out of a new institutional logo and visual identity, a new athletics logo, and new brand messaging. Prior to her current role, Jaime served in marketing and media relations roles at Radford University, the University of Wisconsin Oshkosh, and Northwestern Health Sciences University. Her background also includes five years as a print journalist and three years working for nonprofits and in nonprofit consulting.

Throughout her career, Jaime has been a highly visible leader with volunteer service for a number of professional organizations. She is on the Board of Directors for the College News Association of the Carolinas and is the co-founder of the College Communicators of North Carolina. She has presented at regional, national, and international conferences on a wide range of marketing communications topics. Her work has earned 24 industry awards.

Jaime holds a bachelor's degree in journalism from the University of Minnesota and a master's degree in integrated marketing communications from West Virginia University. She and her husband, who also works in higher education communications, reside in Kernersville, N.C., with their two dogs.

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CHRISTY L. JACKSON, DIRECTOR OF COMMUNICATIONS FOR BUSINESS AFFAIRS, UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

Christy L. Jackson is the Director of Communications for Business Affairs at the University of North Carolina at Charlotte. Among the division’s areas of responsibility are emergency management, police and public safety, environmental health and safety, and human resources.

Prior to her current appointment, Jackson was the Director of Communications at Sweet Briar College, leading the college’s crisis communication efforts during its closure announcement in March 2015.

Previously, she served in communication roles at Radford University and Virginia Tech. 

Jackson holds bachelor’s and master’s degrees in communication, both from Radford University.

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C. ALAN KORTHALS, CHIEF CLIENT RELATIONSHIP OFFICER HEAD OF BUSINESS DEVELOPMENT, KASPICK & COMPANY (A TIAA COMPANY)

Mr. Korthals oversees Kaspick & Company’s relationship management, consulting, and marketing activities. Prior to joining Kaspick & Company in 1997, Mr. Korthals was Manager of Gift Services for The First Church of Christ, Scientist. For 11 years he was responsible for managing both gift planning and the administration and investment of the Church’s substantial planned giving program. He has spoken on gift planning and investment topics at regional and national conferences. He is an honors graduate of the University of Texas at Austin in Finance and a graduate with high honors from the American Bankers Association’s National Graduate Trust School. Mr. Korthals is a past President of the Planned Giving Group of New England.

LEE KNIGHT, DEVELOPMENT OFFICER AND LEGACY GIFT PLANNING ADVISOR, UNIVERSITY OF NORTH CAROLINA AT WILMINGTON

Lee Knight is a university-wide Development Officer and Legacy Gift Planning Advisor for the University of North Carolina at Wilmington. Lee’s son, Aaron, graduated from UNCW in 2003. Prior to joining UNCW in 2014, Lee served as Senior Director for Gift Planning at the University of North Carolina at Greensboro for ten years, and as Director of Planned Giving at Campbell University for three and a half years. Before becoming a full-time university gift planning advisor, Lee was in the trust industry for twelve years. He served as Trust Officer and Legal Advisor for Wachovia Charitable Funds Management – in which role he provided administration and counsel for a number of planned giving programs of colleges, universities, and religious organizations; as an Estate Planner and new Business Officer for Wachovia Personal Trust; and later as Senior Trust Officer for Administration for Merrill Lynch Trust Company of North Carolina. Lee is a 1973 graduate of Wake Forest University, a 1978 graduate of the Wake Forest School of Law, a member of the North Carolina State Bar, and served as the elected Clerk of Superior Court and Judge of Probate for Guilford County from 1982 through 1986. Lee serves on the board of directors of the NC Planned Giving Council.

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DAVID LANDERS, DIRECTOR OF PLANNED GIVING, UNIVERSITY OF NORTH CAROLINA AT GREENSBORO

David Landers is the Director of Planned Giving at the University of North Carolina at Greensboro. He is responsible for initiating and cultivating relationships between the University and planned gift donors, and supporting the University’s development officers in those same efforts. David earned a bachelor’s degree from William Jewell College and obtained his law degree at The University of Tulsa. He also completed certifications through the University of Richmond’s Institute on Philanthropy. Prior to joining UNC Greensboro, David practiced law for over twenty-five years serving as in-house trial counsel for insurance companies. David is also active on his campus and in the community. He serves as a mentor to UNC Greensboro Guarantee Scholars, has served as a member of the United Way of Greater Greensboro Impact Council, and has served as a disaster volunteer with the American Red Cross. David is a member of the North Carolina Planned Giving Council and the National Association of Charitable Gift Planners.

JOANNA LECLAIR, SENIOR VICE PRESIDENT AND COMMUNITY DEVELOPMENT MANAGER, WELLS FARGO

Joanna LeClair is a Senior Vice President and Community Development Manager for Wells Fargo in the Carolinas.  During her 35 years of experience in banking, she has championed for improving circumstances and quality of life for some of the most vulnerable members of our communities. 

For the last 29 years Joanna has lived in the Carolinas, advancing programs that serve the needs of low- and moderate-income families in North and South Carolina.  In her work at Wells Fargo she has the opportunity to connect nonprofit organizations with programs and services that promote diversity, economic inclusion, financial stability, neighborhood revitalization, affordable housing, and small business technical assistance.

Joanna is a board member for the Raleigh Area Development Authority, the North Carolina Council on Economic Education, the North Carolina Housing Coalition and the North Carolina Community Development Initiative.

She graduated from Concordia University in Montreal, Quebec and holds a B. Ed. from Brock University in St. Catharines, Ontario.  Joanna currently lives in Cary, NC with her French Canadian husband, Tom.

CAPRICE LENGLE, DIRECTOR OF CORPORATE AND FOUNDATION RELATIONS, UNIVERSITY OF NORTH CAROLINA AT PEMBROKE

Caprice Lengle is the Director of Corporate and Foundation Relations at the University of North Carolina at Pembroke. She joined UNC Pembroke in November 2016 to help build the first comprehensive CFR program. She brings 16 years of advancement experience to the job and holds a master’s degree in Philanthropy & Development from St. Mary’s University of MN. She has worked for large and small advancement shops in the non-profit educational arena including those at UGA, Georgia Tech, UNC Greensboro and NC New Schools.

LORI LEWIS, VICE CHANCELLOR FOR ADVANCEMENT, WESTERN CAROLINA UNIVERSITY

Lori Lewis has worked in higher education philanthropy for more than 20 years. She is an accomplished and seasoned professional with extensive experience leading comprehensive fundraising campaigns at a variety of higher education institutions from small liberal arts colleges to large state institutions. 

Currently Lori serves as the Vice Chancellor for Advancement at Western Carolina University. Her primary responsibilities are to design and execute a $60 million comprehensive fundraising campaign, develop and implement strategies for development and alumni engagement activities at the university and college levels; build and lead the staffs and volunteers needed to support university fundraising activities; and support the chancellor and other key internal and external stakeholders in their work with top donors and prospects. She also works closely with leadership in the Catamount Club and athletics on fundraising efforts in support of intercollegiate sports programs.

Prior to joining Western Carolina University, Lori was the Vice President for Institutional Advancement at McDaniel College where she significantly increased their baseline of philanthropic support and built the infrastructure needed to successfully execute a $50 million comprehensive campaign. Lewis held a similar position at Marietta College where she was the Vice President for Advancement and the lead architect for the college’s 3-year $50 million comprehensive campaign. Lewis also served as the Director of Development at Virginia Tech during a $1 billion campaign and Associate Dean of Development at Ohio University during a $200 million campaign.

Lewis received both a Bachelor’s and Master’s Degree in Special Education from Ohio University.

 

DAVID LIBENGOOD, SENIOR DIRECTOR, RELATIONSHIP MANAGEMENT, TIAA KASPICK

David Libengood has over 30 years of experience in the planning, administration, and investment of planned gifts. He is currently Vice Chair-Business of the American Council on Gift Annuities (ACGA) and formerly served as chair of its Rates Committee. He is also a past president of the Planned Giving Group of New England. Prior to joining TIAA Kaspick in 2001, he was responsible for gift planning, trust and bequest administration, and the investment of life income gifts at The First Church of Christ, Scientist. Mr. Libengood graduated with high honors from the American Bankers Association’s National Graduate Trust School and is a Certified Trust and Financial Advisor (CTFA).

He holds a Bachelors of Music Performance degree and an MBA with distinction from The University of Michigan.

KESTREL LINDER, CEO, GIVECAMPUS

Kestrel Linder is the CEO of GiveCampus, the social fundraising and engagement platform trusted by more than 500 educational institutions for giving days, reunions and class giving campaigns, crowdfunding, peer-to-peer fundraising, and volunteer management.  A recognized leader in digital innovation and entrepreneurship, Kestrel speaks regularly on the evolution of web platforms, social media, and online marketplaces; the dynamics that drive user adoption and retention across different demographics and social networks; digital engagement and best practices; and the future of advancement amidst rapid technological change.

ADAM LINKER, HEALTH IMPROVEMENT PROGRAM OFFICER FOR EASTERN NORTH CAROLINA, KATE B REYNOLDS CHARITABLE TRUST


Adam Linker is the Health Improvement program officer for eastern North Carolina. After years of living in Greenville and working at the North Carolina Justice Center to improve access to health care for all residents, Adam knows how to work with diverse stakeholders in the east and throughout the state to improve community health. In addition to convening community and nonprofit leaders around specific issues and working with grantees to ensure their work is in line with the Trust’s long-term strategic goals, Adam also spearheads the Trust’s Healthy Places North Carolina work in Beaufort County.

Prior to joining Kate B. Reynolds Charitable Trust in March 2016, Adam served as the co-director of the North Carolina Justice Center’s Health Access Coalition where he helped set the organization’s statewide health policy agenda. An expert on access to care and health care policy, Adam, in partnership with his Justice Center colleagues, won a big victory when the Affordable Care Act (ACA) was passed in 2010. The Health Access Coalition spent countless hours making sure legislators and North Carolinians alike were fully informed about the impact of the ACA legislation.

He holds a Master’s Degree in Journalism and Mass Communication from the University of North Carolina at Chapel Hill and a Master’s Degree in African American history from the University of Massachusetts at Amherst. He grew up in Raleigh and attended the University of North Carolina at Chapel Hill as an undergraduate. In 2015, Linker and his wife moved from Greenville to Greensboro with their two young children.

NICHOLAS LOVE, DIRECTOR OF SOCIAL MEDIA STRATEGY HUB, NORTH CAROLINA STATE UNIVERSITY

Nicholas Love is a highly-accomplished communications and marketing strategist currently serving as the Director of Social Media Strategy Hub at North Carolina State University. A graduate of Grambling State University, Nicholas has more than 10 years of successful experience developing innovative communications solutions utilizing digital and traditional marketing strategies and tactics. He previously led the social media charge at the University of Chicago Booth School of Business and The Ohio State University while serving as on-air talent with ESPN. Nicholas has made social media conference appearances at the Social Media Strategies Summit and SXSW.

 

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BETH MACKETHAN, DIRECTOR OF GIFT PLANNING, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Beth MacKethan is the Director of Gift Planning at the University of North Carolina at Chapel Hill. Prior to her transition to fundraising, Beth was a tax consultant in KPMG’s International Tax group where she advised clients on a variety of tax strategies and compliance issues.

Beth works with donors to explore estate and deferred giving options as well as current gifts of non-traditional assets such as real estate, closely held businesses, IRD assets, and other assets that present complex tax and legal implications.

Beth, a native of Chapel Hill, received her B.A. from William Smith College, J.D. from North Carolina Central University School of Law, NC, and LL.M. in Taxation from the University of Florida Levin College of Law. She lives in Raleigh with her husband, son, and two dogs.

David Masich, Executive Director, NORTH CAROLINA STATE UNIVERSITY OFFICE OF GIFT PLANNING

David Masich joined the Office of Gift Planning as Executive Director in May 2016. His career spans 30 years during which time he has worked for universities in leadership roles for planned giving (College of Charleston and the University of South Carolina), non-profits and financial institutions. As a gift planner, he teaches donors about ways to support the organizations they care about while encouraging holistic thinking about their personal legacies. David also has experience acting as a fiduciary in estate and trust administration.

David is a past president of the South Carolina Planned Giving Council and in 2013, he was recognized as the 2013 Fundraising Professional of the Year by the Association of Fundraising Professionals — Lowcountry Chapter.

David was born and raised in Winston-Salem, NC and his roots are tied to NC State. His father, an electrical engineer, attended "State College." David received a Juris Doctor from Wake Forest University and a Bachelor of Arts from Emory University. In addition, he has a Master of Arts in Counseling from Columbia International University.

Shinika McKiever, Director of Corporate and Foundation Relations, NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY

Shinika McKiever is a leader, an innovative and intellectual thinker, a dreamer and doer, as well as a believer of the power of positivity and leading from within. She is passionate about helping others, community engagement, giving back, and inspiring others to be the best version of themselves. Her greater purpose is using her talents for the good of others and her professional niche is philanthropy, resource and community development, and nonprofit management.

She currently serves as the Director of Corporate and Foundation Relations in the Division of University Advancement at NC A&T State University. Shinika received a B. A. in Political Science and minor in African- American studies from the University at North Carolina—Greensboro and a Master of Public Administration from North Carolina Central University. She is currently working on her doctorate in Leadership Studies at NC A&T State University. Her past recognitions include: Leadership Winston-Salem Class of 2017 inductee, 2016 Triad Business Journal’s Outstanding Women in Business, 2016 Wells Fargo Piedmont Triad Chapter Volunteer of the Year, and 2015 Winston under 40 Leadership Award. She has volunteered with numerous local nonprofit organizations and served on the boards of community nonprofits such as Black Philanthropy Initiative, Horizons Residential Care center, Dress for Success, and Neighbors for Better Neighborhoods.

Shinika enjoys spending time with her family and two fur babies, writing, traveling, photography, crafting, and baking. She feels that it is important to give back so she is also passionate about mentoring, coaching, and helping others develop their ideas and potential.

Lorena McLaren, Executive Director, Corporate AND Foundation Relations, North Carolina State University 

Lorena McLaren joined NC State in November 2015 as Executive Director of Corporate & Foundation Relations. Lorena engages with university leadership to build and direct a central program that establishes and fosters successful partnerships with industry and foundations to support university priorities. Her experience in Corporate & Foundation Relations includes roles at Carnegie Mellon University and University of Washington.

Lorena has been involved in the Network of Academic Corporate Relations Officers (NACRO) since its formation in 2007, including committee roles, conference host, and facilitating mastery sessions. She served a three-year term as Vice President, President, and Past President from 2010-2013.

Lorena holds a Bachelor’s degree in Business Administration from Central Washington University and a Master’s degree in Education from Western Washington University. Lorena was born and raised in the Seattle area.

RALISHA MERCER, ASSOCIATE VICE CHANCELLOR FOR DEVELOPMENT, NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY

North Carolina native Ralisha Mercer has spent a lifetime helping others. Ralisha studied English/Speech Pathology and professional counseling at Elizabeth City State University and Grand Canyon University, respectively. Currently, she is the Associate Vice Chancellor for Development at North Carolina Agricultural and Technical State University. For more than 18 years, she has assisted others in articulating the impact they choose to make on higher education and the world at large.

Helping others has been a recurrent theme in her life; from her familial responsibilities to community and civic organizations, she's remained involved. Whether tutoring elementary school aged girls in Project Sunshine, or feeding the hungry, homeless, and shut in with Meals on Wheels, it has been important for her to stay connected to people and organizations that promote change. Serving on boards for various community organizations including Boy Scouts of America, Girls Inc., Elizabeth City Vision 2020, The ECSU Foundation, ECSU Housing Foundation, and the Leadership Greensboro Advisory Board has provided her with opportunities to engage with others to promote and grow support for many admirable causes. In the spirit of a true Rotarian, Ralisha lives a life which echoes the motto "Service Above Self".

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ROBIN OLIVER, DIRECTOR OF UNIVERSITY MARKETING, WESTERN CAROLINA UNIVERSITY

Robin Oliver is the Director of University Marketing at Western Carolina University. She oversees marketing, design, social media, the university website and the on-campus print shop at WCU. She works closely with Admissions, the Graduate School and University Advancement on marketing strategies to further the business goals of the university, including driving applications and yield as well as alumni engagement. Prior to joining WCU, Oliver was Vice President of the full-service advertising agency Big Communications, based in Birmingham, Ala. During her nine years at the agency she oversaw the develop of the agency’s Social Media services in 2007, led the development of the in-house web development team in 2009, and designed the launch of the agency’s Content Marketing services in 2013.

BRANDI ORBIN, ASSOCIATE DIRECTOR OF DEVELOPMENT, NORTH CAROLINA STATE UNIVERSITY

Brandi Orbin’s career in higher education spans nearly 25 years. She has served in development, marketing communication and advancement roles over that time. She began her work experience in marketing communications for Meredith College which launched a career that has included tenure as director of foundation relations for Georgia Tech and director of advancement for the Center for the Environment at Catawba College. In 2011, Brandi returned to her alma mater as associate director of development for the College of Humanities and Social Sciences.

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NANCY PETERMAN, PARTNER, ALEXANDER HAAS

Nancy Peterman provides counsel to universities, schools, healthcare, human service organizations and other non-profits to help them achieve results and pursue their missions. In her role as Partner at Alexander Haas, Nancy’s recent clients include Clemson University, University of North Carolina at Wilmington, Saint Mary’s College of California, University of West Florida, Louisiana State University Foundation, Salem Academy and College, and the University of Connecticut. With more than 16 years of foundation management experience, Nancy has served as President of the Georgia State University Foundation, Executive Director of the Old Dominion University Educational and Intercollegiate Foundations, President of the DePaul Health Foundation and the Chief Advancement Officer at Marist School.  In addition, Nancy serves on the Board of the Catholic Foundation of North Georgia.

SUSAN PETTYJOHN, SENIOR CONSULTANT, WASHBURN & MCGOLDRICK

Susan Pettyjohn joins Washburn & McGoldrick after 26 years in higher education advancement work at William and Mary and Appalachian State University. During her time at William and Mary from 1990 until 2007, Susan oversaw all areas of development and was the primary administrator for the William & Mary Endowment Association.  Susan became interim vice president in 2005 and during this time, she was instrumental in the successful conclusion of the $500 million Campaign for William and Mary in 2006.

In 2007, Susan became the Vice Chancellor for Advancement at Appalachian State University.  To prepare for a major campaign, she led the assessment, reorganization, planning, and implementation that culminated in the successful conclusion of the $200 million Campaign for Appalachian, “Making a Difference in the World, One Student at a Time.”  Her leadership of the ASU Foundation as President helped to develop a strong and vital board of directors and a more effective strategy for investing. The campaign at Appalachian was tremendously successful in engaging alumni, as well as community members in the arts. The development and growth of a student philanthropy program was a direct result of the campaign and a partnership between alumni relations and annual giving.

Susan serves as lead consultant for Western Carolina University, and works closely with Rollins College. She’s recently completed projects for the University of Maryland and Simmons College, and joins the team assessing alumnae engagement at Mount Holyoke College.

In addition to Susan’s success in fundraising, her strengths and experiences include organizational assessment and management, strategic planning, campaign planning, and board development.  She is also very experienced with alumni relations, advancement services, budget management, donor relations, town and gown relations and programs, events planning, annual giving, and communications.  Susan has been on the faculty of the National Planned Giving Institute at The College of William & Mary and attended the Cornell Administrative Management Institute.

Susan received a Bachelor of Music degree from The University of North Carolina at Greensboro and a Master of Arts degree in Higher Education from The College of William and Mary. 

Susan is currently a member of The College of William & Mary’s School of Education Development Board as well serving on the College’s committee to celebrate 100 years of women being admitted to William & Mary. She and her husband, Bruce, are avid sailors and Susan taught sailing professionally for several years.

CHELSEY PHELPS, ASSOCIATE DIRECTOR OF ANNUAL GIVING, DIRECT MARKETING, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Chelsey Phelps began her career in annual giving directly after graduating with the Arts and Sciences Foundation at the University of North Carolina at Chapel Hill. From there, she went to the Carolina Annual Giving department within University Development where she is currently the Associate Director of Annual Giving, Direct Marketing. In her current position, she oversees mail and email direct marketing, the Bell Ringers program and creates and implements the Carolina Annual Giving direct marketing calendar. Chelsey is a North Carolina native and UNC-Chapel Hill alumna that spends her spare time serving on the Board of Directors for the Junior League of Durham and Orange Counties.

DIANE PIERCE, DIRECTOR OF ADVANCEMENT SERVICES, UNIVERSITY OF NORTH CAROLINA AT WILMINGTON

Diane Pierce serves as the Director of Advancement Services at the University of North Carolina at Wilmington. As such, she oversees the areas of gift processing, biographical and data maintenance activities, is responsible for the division’s internal and external reporting, and works closely with the Prospect Management team. Prior to coming to UNCW, Diane served for seven years as Director of Advancement Services and Donor Relations at SUNY Oneonta, where she was responsible for gift processing activities as well as major donor stewardship activities including customized stewardship reports, stewardship and recognition events, and one-on-one donor stewardship and cultivation activities. Diane holds a B.A. in Organizational Management from Warner Southern College in Lake Wales, FL.

TONY POILLUCCI, VICE PRESIDENT, CREATIVE DIRECTOR, VISIONPOINT MARKETING

Tony Poillucci is currently a Senior Strategist and Creative Director at VisionPoint Marketing.  Tony does a little bit of everything. He is heavily involved in the early stages of projects that require strong strategic direction, decision-making and consensus-building. When projects move into the design phase, Tony puts on his Creative Director hat. He enjoys collaborating with VisionPoint’s designers and our client partners to find the best creative solutions. Tony graduated from the Massachusetts College of Art & Design with a B.F.A. in Graphic Design.

CHRIS PRICE, DIRECTOR, WILMINGTON AND NEW BERN NC; SOUTH CAROLINA; THE CRYSTAL COAST

Chris Price is a member of the Central Major Gifts Team at NC State. He works to secure gifts of $50,000+ from prospects in eastern North Carolina and South Carolina. Chris draws on his varied roles in higher education fundraising to create effective cultivation strategies. Chris enjoys helping donors create the most meaningful impact that they possibly can. He has seen that educating donors about non-cash and estate gifts is often pivotal for a successful solicitation. In the past year, nearly 80% of his closed gifts involved collaboration with the Gift Planning Office. Before his career in higher education, Chris was a Financial Advisor with Wells Fargo Advisors. Chris holds an MBA and BS in Public Policy from the University of Charleston, Charleston, WV.  In his spare time, Chris is most likely spending time with his wife Crystal, and their two sons Cassius and Charleston.

KIMBERLY PRICE, SUPPLY MANAGEMENT TEAM LEADER, JOHN DEERE CORPORATE

Kimberly Price is a Supply Management Team Leader for John Deere’s corporate office in Cary, North Carolina.  She joined John Deere in 2008 after earning a Bachelor of Science degree in Supply Chain Management from North Carolina A&T State University.  Kimberly’s ten-year career includes working in the John Deere Iowa Product and Engineering Center, and the Turf Care plant in Fuquay-Varina, NC.

Price, a native of Raleigh, North Carolina dedicates her time to the YMCA’s Hope Community Mentoring program.  She also enjoys traveling, Crossfit training and Olympic lifting.

TIMOTHY J. PROSSER, J.D., RELATIONSHIP MANAGER, TIAA KASPICK

Timothy Prosser joined TIAA Kaspick in 2009 with nearly 20 years of experience in legal practice and financial services. Prior to joining TIAA Trust Company in 2000, Mr. Prosser practiced law in the areas of estate planning, estate and trust administration, charitable giving, and business succession planning with the firms of Sonnenschein Nath & Rosenthal and Armstrong Teasdale Schlafly & Davis in St. Louis, MO. Mr. Prosser has served on the board of the National Association of Charitable Gift Planners and is a past board member and president of the Saint Louis Planned Giving Council. Mr. Prosser received his JD degree and MA degree in Public Administration from St. Louis University in December 1990 and his BA in Russian Area Studies in 1987 from Loyola University, New Orleans.

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REID RICCIARDI, EXECUTIVE DIRECTOR OF TALENT MANAGEMENT, NORTH CAROLINA STATE UNIVERSITY

As Executive Director of Talent Management, Reid Ricciardi is responsible for the development and implementation of a strategic talent management program for the University Advancement division and its partner colleges and units at NC State. He works closely with senior managers to identify and attract top-level talent, improve on-boarding and training experiences, and support job performance and retention through targeted professional development and career planning. Reid draws on over two decades of experience in institutional advancement. From 2012 – 2017 Reid served as Executive Director of Development for the College of Education. Prior to NC State, Reid spent four years as Director of Development at Duke University's​ Fuqua School of Business and 10 years at Purdue University in a variety of major gift, annual giving and stewardship programming roles.

SUSAN CRANFORD ROSS, CO-FOUNDER AND PARTNER, MOSS+ROSS

Susan Ross, co-founder and partner, launched moss+ross in 2009 following a successful fundraising career with Duke University. She has been the key manager of moss+ross’s work with a number of schools and units at UNC, including Media & Journalism, Education, the Institute for the Environment, the Morehead, and Kenan-Flagler. She has also led work with several clients at Duke as well as the Ronald McDonald House, Urban Ministries of Durham, the American Dance Festival, the Museum of Life and Science, and others. She specializes in campaign management, feasibility studies, strategic planning, executive coaching and board/volunteer training.

Susan spent nearly three decades as a senior fundraiser at Duke University, leading teams responsible for well over $500 million in fundraising for endowment, facilities, athletics, and annual giving during her professional career. Her most recent role was Assistant Vice President for Financial Aid Development, where she led a staff and volunteer team which raised $308 million for student scholarship endowments university-wide from 2005-2009.

Along the way she has played significant roles in her community and church, currently serving as a member of the UNC School of Media and Journalism Board of Advisors. In recent years she has served as President of the Durham Rotary Club and the Junior League of Durham and Orange Counties, served as an elder at Trinity Avenue Presbyterian Church, and chaired the Durham Transit Bond committee, the Chamber of Commerce’s Leadership Durham program, the Orange/Durham Coalition for Battered Women, Duke’s United Way campaign, her church’s building campaign, and the Durham Rotary Club’s Centennial Campaign.

She received a journalism degree from the University of North Carolina in 1977, where she was a member of Phi Beta Kappa. She began her career as College Relations Director at Saint Mary’s College in Raleigh, with responsibility for admissions and alumnae publications and public relations. She joined the Duke staff in 1980 as Assistant Director of Annual Giving, later serving for seven years as Director of the Duke Annual Fund. She became Associate Dean and Director of Development for Arts and Sciences in 1992, where she developed and launched a $325 million campaign as part of the $2.3 billion Campaign for Duke.

From 1998-2004, Ross was Associate Athletics Director and Director of Athletics Development at Duke during a time of tremendous growth. Duke Athletics raised more than $100 million during her tenure, increasing the number of Iron Dukes donors to more than 7500, broadening the gift planning program, and funding a number of construction projects including basketball, football, and tennis buildings. Ross’s work at Duke won three awards from the Council for Advancement and Support of Education, and she was a regular presenter at national fundraising conferences.

A native of Durham, Ross attended Durham Public Schools and is a graduate of Hillside High School. She is married to Duke fundraiser Tom Hadzor and together they have six children, ages 25-35, and one granddaughter. The Ross-Hadzor family loves college sports, tennis, golf, traveling and cooking.

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DANIEL P. SAFTIG, SENIOR CONSULTANT, MARTS & LUNDY 

Daniel P. Saftig joined Marts & Lundy as a Senior Consultant on January 1, 2016. Dan has spent more than 30 years in fundraising, serving four public universities and consulting with many others. Most recently, he resumed his fundraising and leadership consulting business after serving two years as chief development officer responsible for all fundraising at the Arizona State University. ASU posted a record fundraising total in 2015-16 with more than $200 million in new gifts and commitments in Dan’s first full year in the position.

Prior to establishing Dan Saftig Consulting in 2012, Dan served as President and CEO of the Iowa State University Foundation. During Dan’s tenure from 2003 to 2012, more than $1 billion in private support was secured for the benefit of Iowa State. In 2011, the ISU Foundation completed the largest campaign in Iowa State’s history — Campaign Iowa State. The ISU Foundation secured more private support during Campaign Iowa State than in the previous 25 years. In 2010, Non Profit Times named the ISU Foundation as one of the best nonprofits to work for in America.

Prior to Iowa State, Dan served as Vice President of Marketing and Communications for the Minnesota Medical Foundation (MMF) at the University of Minnesota. During his tenure, MMF completed a $500 million campaign supporting medical research and education.

Dan’s career also includes Penn State University, where he led the annual giving, regional major gift and prospect research programs. He also has represented the American Heart Association in Wisconsin and California and worked for CCS, a national consulting firm, as executive campaign director.

Dan began his career as sports information director at the University of Wisconsin-La Crosse, where he earned his bachelor’s degree. He also holds a master’s degree in nonprofit administration from the

University of San Francisco. Dan is a John Maxwell-certified coach, trainer and speaker on issues related to leadership and personal growth.

ROB SAUNDERS, DIRECTOR OF ADVANCEMENT OPERATIONS, UNIVERSITY OF NORTH CAROLINA AT GREENSBORO

Rob Saunders has served as Director of Advancement Operations at UNC Greensboro since 2014. He has previously led the advancement services teams at North Carolina A&T State University, Illinois Institute of Technology in Chicago and at Oakland University in Michigan.  In his more than 17 years of Advancement experience, Rob has been responsible for prospect research and prospect management, information services and analytics along with gift processing, stewardship, financial administration and promoting “lean” thinking and culture.  He has been an instructor at multiple Ellucian conferences and he and his teams have won a number of CASE awards, both regionally and nationally.

In addition, Rob worked for Plante Moran, the nation's 11th largest public accounting and business advisory firm. Rob began his career working in the healthcare industry. At two hospitals in the greater Detroit area, he worked as budget analyst, financial analyst and in healthcare cost accounting. His budget and financial experience carried on throughout his next leadership roles, within HBO & Company, a healthcare information services company, and Detroit Rescue Mission Ministries where he was vice president of finance and information systems.

Rob has a B.S. in Finance and a Certificate in Data Mining and Business Intelligence from Oakland University. He also has a Certificate in “Lean” Processing from the Pawley Lean Institute at Oakland University in Rochester, Michigan.

JEFF SHAFER, ASSOCIATE VICE CHANCELLOR AND CHIEF COMMUNICATIONS OFFICER, UNIVERSITY OF NORTH CAROLINA AT GREENSBORO

Jeff Shafer is AVC and Chief Communications Officer for UNC Greensboro.  Jeff leads a cross-functional communications staff covering all aspects of marketing, communications, and messaging to build awareness of the university, its programs and its people.  This includes driving University-level branding efforts, communications policies and crisis communications/issues management.  This role reports to the Chancellor.

Previously Jeff was VP, Corporate Communications for Lenovo, a $46 billion+ global technology leader and world’s top PC company.  There, Jeff had global responsibility for corporate and product PR, internal/executive communications, analyst relations, financial communications, M&A announcements, tradeshows/events/sponsorships, CSR and philanthropy.  Prior to joining Lenovo he was an SVP at Fleishman Hillard, then the world’s largest PR agency, managing a multimillion dollar account portfolio.  Before that, Jeff spent about 15 years in PR positions at a variety of tech companies (CompuServe, Ericsson, Sprint, Internet startup).

Jeff currently serves on the UNC-Chapel Hill School of Media and Journalism Board of Advisors.  Jeff was also the Wells Fargo Endowed Chair in Communications at North Carolina Central University during the Fall 2016 semester.  Jeff received his BA in Journalism and Mass Communications from UNC-Chapel Hill and his MS in Integrated Marketing Communications from the University of Kansas.

ANDY SHAINDLIN, CONSULTING VICE PRESIDENT, GRENZEBACH GLIER & ASSOCIATES (GG+A)

Andy Shaindlin is a 29 year veteran of higher education institutional advancement. He currently serves as Vice President for Switchboard, an award-winning alumni community software platform. He has worked in alumni relations and fundraising at Brown University; the University of Michigan; the California Institute of Technology (Caltech); and Carnegie Mellon University. More recently he has served as Vice President (now Consulting Vice President) at GG+A. In this role, and in prior consulting work, he has advised approximately 50 institutions across several countries on alumni engagement strategy, and trends in community outreach.

Andy is the founder and author of the blog Alumni Futures (http://www.alumnifutures.com), where he has written for more than 11 years about trends in higher education and institutional advancement. As a volunteer, Andy chaired the CASE Commission on Alumni Relations for three years, and served as a Trustee of CASE. He is currently a Trustee of the American Councils for International Education and serves on the Alumni Advisory Group of FutureFirst Global, a London-based non-profit organization that helps schools in developing countries and economically underprivileged areas to build effective alumni networks. He has presented workshops, seminars and keynote presentations in approximately one dozen countries from North America to Europe to Asia and Australia.

Andy received his bachelor’s degree in International Relations from Brown University and holds a master’s in higher education from Claremont Graduate University. Andy lives in Pittsburgh, Pennsylvania.

LAURA SHARPE, DEVELOPMENT PROJECT DIRECTOR, UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

Laura Sharpe is the Development Project Director at the University of North Carolina at Charlotte.  Prior to joining the Office of Development in January 2017, Laura served as UNC Charlotte’s Campus Events Manager.  Utilizing 16 years of project management experience, Laura works closely with the development leadership team and cross-departmentally to move initiatives forward, including Exponential: The Campaign for UNC Charlotte.  A native of Memphis, Tennessee, she earned her Bachelor of Arts in Corporate Communications from Queens University of Charlotte and is currently pursuing her Project Management Professional certification.  When not pouring over spreadsheets, processes, and strategies, she enjoys spending time with her husband, son, and “four-legged child.”

CARLETTA SIMMONS, SENIOR DIRECTOR OF DEVELOPMENT, NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY COLLEGE OF BUSINESS AND ECONOMICS

Carletta Simmons is the Senior Director of Development for the College of Business and Economics at North Carolina Agricultural and Technical State University (NC A&T) where she focuses on major gifts. Prior to her current role, Carletta served as the Director of Annual Giving at NC A&T.

Before joining Aggieland, Carletta worked in the Annual Giving Offices at North Carolina Central University (NCCU) and the University of North Carolina at Greensboro (UNCG) where she earned her undergraduate degree and worked as a student caller. She holds a master’s degree in Nonprofit Management along with a graduate certificate in fundraising from the University of Central Florida (UCF).

Carletta is a member of the Board of Directors at the Women’s Resource Center in Greensboro. She is also a founding member of Club Red, the young professional group with the Greensboro Chapter of the American Red Cross. Carletta also volunteers for various organizations throughout her community and loves mentoring college students to help them reach their personal, academic, and professional goals. In addition to helping others, Carletta enjoys traveling, reading, spending time with family and friends, and cheering on her favorite teams.

AMY STRECKER, STAKEHOLDER PHILANTHROPY MANAGER, DUKE ENERGY

Amy Strecker serves as Duke Energy’s Stakeholder Philanthropy Manager overseeing the Duke Energy Foundation’s grantmaking in North Carolina. Amy is also responsible for Duke Energy’s sports marketing in the Triangle and Triad regions. Previously, she worked on the company’s Corporate Communications and Local Government and Community Relations teams.

Amy joined the University of North Carolina at Chapel Hill (UNC-CH) School of Government in 2013 as an adjunct instructor with the Master of Public Administration program. She teaches Professional Communications for the program and leads the course’s adjunct teaching team.

She has also worked in the public policy arena, focusing on affordable higher education. Amy started her career with Teach for America as an English teacher in Warren County, North Carolina. Strecker earned a BA in English from the University of Texas at Austin and a Master of Public Administration from UNC-CH.

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JOHN TANNOUS, DIRECTOR OF RESEARCH DELIVERY, THE EDUCATION ADVISORY BOARD (EAB)

John Tannous serves as Director of Research Delivery with EAB. He has been with EAB for six years as a facilitator and research project manager across programs for provosts, chief business officers, enrollment managers, and others, though he now primarily serves advancement leaders. His work for senior alumni relations and development officers has centered around board, volunteer, donor, and alumni bodies with an interest in the changing preferences and motivations of Millennial and Generation X constituents as they impact principal gifts, annual gifts, and engagement programs. John received a bachelor’s degree from The Ohio State University, where he also worked in student affairs and institutional research. In his spare time, John has been a pro bono fundraising and engagement consultant to several nonprofit organizations that serve the homeless and youth.

WANDA TAYLOR, VICE PRESIDENT, BB&T

Wanda Taylor, Vice President with BB&T, currently manages the Charitable Giving organization. Her organization is responsible for securing grant recommendations for qualified organizations, charities, nonprofits, etc. In her role, she also serves as an adviser to Executive Management members on the BB&T Contributions Committee who seek to fulfill BB&T’s mission to make its surrounding communities better places to be.

Wanda joined the Charitable Giving organization following several years in BB&T’s Data and Technology Services department where she focused on technology cost optimization. Prior to her tenure with BB&T, Wanda held various roles in Finance and Accounting, including Division Finance Manager, Customer Accounting Supervisor, Financial Analyst and Staff Accountant.

Wanda holds a Bachelor of Science degree in Business Administration with a concentration in Finance from East Carolina University, an MBA from Fayetteville State University and is a graduate of the BB&T University Banking School at Wake Forest University. She currently resides in Raleigh, North Carolina with her husband and son.

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ELIZABETH SAXMAN UNDERWOOD, PH.D., SENIOR DIRECTOR OF ALUMNI ENGAGEMENT AND ANNUAL GIVING, UNIVERSITY OF NORTH CAROLINA AT ASHEVILLE

Dr. Elizabeth Saxman Underwood currently serves as the Senior Director of Alumni Engagement and Annual Giving at University of North Carolina at Asheville (UNC Asheville).   Elizabeth is an alumna of UNC Asheville where she earned a B.A. in Literature in 2001.  Subsequently she earned a M.Ed. in Higher Education at the University of Arkansas in 2005 and a Ph.D. in Public Policy also from the University of Arkansas in 2012.   In 2013 Elizabeth earned a Fulbright Scholarship to study higher education in Germany.  

Before returning to UNC Asheville in 2017, Elizabeth spent 14 years working in the University of Arkansas system.  Most recently she served as the Associate Vice Chancellor for Government and University Relations for the University of Arkansas-Fort Smith (UAFS).  Prior to that she led the UAFS alumni affairs office.  Elizabeth also worked for the University of Arkansas in alumni relations. 

In 2016 she was among the 10 who were named Most Powerful Women statewide by the Arkansas magazine, About You. She was given the Award of Excellence in 2011 for Integration of Social Media by the Council for Advancement in Support of Education (CASE).  In 2009, she was given the Outstanding Staff Team Award by the Staff Senate at the University of Arkansas.  In 2005 she received the Outstanding Adviser Award from the Association of Student Advancement Professionals, a division of CASE. This session will be presented by Heath Bowman, Associate Vice Chancellor, East Carolina University, and Elizabeth Underwood, Ph.D., Senior Director of Alumni Engagement & Annual Giving, UNC Asheville.

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LISA WALDECK, HUMAN RESOURCES DIRECTOR, UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Lisa Waldeck serves as the Human Resources Director within University Development at UNC-Chapel Hill.  Lisa is responsible for the overall administration, coordination and evaluation of the human resources function within the University Development Office.  This includes leadership, planning, policy and process improvement; classification and compensation; employment and staffing; employee/management relations; benefits and payroll administration; and HR reporting.  Lisa has been with University Development since 2007 and with UNC-Chapel Hill since 1993.

RACHAEL DIETRICH WALKER, DIRECTOR OF PROSPECT RESEARCH AND REPORTING, WESTERN CAROLINA UNIVERSITY

Rachael Dietrich Walker is the Director of Prospect Research and Reporting at Western Carolina University. Previously, Rachael spent three and a half years as the Director of Prospect Research and Analytics at the UNC System Office building a shared services program to provide prospect research support to the UNC system’s emerging campuses. Rachael has been in prospect research for eight years and learns something new every day. Rachael is a current board member of APRA-Carolinas and is serving on the conference planning committee for APRA International’s annual conference for 2018. She is an alumna of the UNC System, having earned her MLIS from UNC-Greensboro in 2013, and earned her undergraduate degree from the University of Richmond.

MATT WALTERS, VICE PRESIDENT AND DIRECTOR OF ACCOUNT SERVICES, VISIONPOINT MARKETING

Matt Walters is a Vice President and the Director of Account Services at VisionPoint Marketing. He’s a gifted marketer and content strategist, and the go-to guy for helping VisionPoint’s clients devise and implement integrated strategies that give their marketing efforts direction and purpose. Matt regularly speaks conferences and events around the country on content strategy, integrated marketing, website governance, and more.

ANITA B. WALTON, SENIOR DIRECTOR OF DIVERSITY AND TALENT MANAGEMENT, COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION (CASE)

Anita B. Walton has over 25 years of significant and progressive experience in Higher Education, specializing in advancement and student affairs. Her prior work experience includes service at the University of North Carolina at Chapel Hill in the Division of Student Affairs, the UNC General Alumni Association and North Carolina Central University where she effectively grew and managed a broad range of activities involving relationship building, fundraising, program, event and volunteer management. Most recently, Anita served at North Carolina Central University as the Assistant Vice Chancellor for Student Affairs. There she was responsible for student engagement, administration and strategic initiatives. On December 1, 2017, Anita began her tenure with CASE (Council for Advancement and Support of Education) as Director of Diversity and Talent Management. In this role Anita provides leadership in developing, communicating and executing a comprehensive strategy to successfully attract, hire and maintain a continuous talent pipeline, with significant emphasis on efforts to diversify the profession, enhance and promote student programs including CASE ASAP, the CASE Advancement Internship Program and oversight to CASE Career Central. Anita earned a bachelor's degree in English from the University of North Carolina at Chapel Hill and a master's degree in Education from North Carolina State University.

STEPHEN WARD, CHIEF COMMUNICATIONS OFFICER, UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

Stephen Ward is the chief communications officer at the University of North Carolina at Charlotte, where he leads a comprehensive University Communications team and serves as a member of the chancellor’s cabinet.

He has led communications at universities in Wisconsin, Georgia, Michigan, and in the South Pacific.  His teams have received numerous regional and national honors for their work, and he presents at conferences on topics ranging from university-community relations, crisis communications, building teams, and effective online teaching.

Ward was a congressional fellow with The American Political Science Association, and is a member of several professional organizations. He has served for 12 years as an adjunct faculty member in West Virginia University’s Integrated Marketing Communications master’s program.

His career has also included work as a journalist, Capitol Hill press secretary, and private sector marketing communications executive. As the founding managing editor and anchor of the Michigan Public Radio Network, he helped build a nationally recognized news and programming service and he was a frequent contributor to NPR’s signature news programs. In Washington, he served on two congressional staffs. He was also vice president for marketing and communications and community development with Huntington National Bank’s northwest region, based in Grand Rapids, Michigan.
 

Ward has an M.A. in Public Affairs Communications from The American University in Washington, D.C., and a B.A. in journalism from Michigan State University.

SARAH W. WILLIAMS, SENIOR CONSULTANT AND PRINCIPAL, LEADER OF ANALYTIC SOLUTIONS, MARTS & LUNDY

Sarah W. Williams joined Marts & Lundy in 2002 as an analyst in our Analytical Solutions Group. She is the team leader for Analytical Solutions and works with consultants and clients on data mining and analysis projects, constituent surveys and custom benchmarking projects of all sizes. Sarah’s extensive experience in research and analysis, and nonprofit program development and management, puts her in the perfect position to work with our clients and her colleagues in continuously refining our philanthropic Capacity Analysis reports as well as developing new data-mining tools.

Her previous experience includes work as a strategic communications and research consultant with Shipley & Associates, Inc. She also served as a special projects consultant with the Lance Armstrong Foundation. Sarah has been an AmeriCorps volunteer and a reporter/researcher for the Congressional Quarterly. In addition, she has completed language training at the Centro Linguistico Conversa, Intensive Spanish Institute, San Jose, Costa Rica.

Sarah was a member of the Marts & Lundy Board of Directors from 2009-2012 and has been a member of the Executive Committee since January 2013. Sarah is a Fundraising Operations Task Force Member and Adjunct Instructor at Rice University’s Center for Philanthropy and Nonprofit Leadership. In addition, she is on the board of the Giving USA Foundation.

CARLA WILLIS, VICE CHANCELLOR, UNIVERSITY OF NORTH CAROLINA AT ASHEVILLE

Carla Willis is a 25-year veteran of higher-education fundraising, and currently serves as the Vice Chancellor for University Advancement at University of North Carolina at Asheville (UNC Asheville). Prior to her role at UNC Asheville, Willis served as Assistant Vice President of Advancement for the Wexner Medical Center at The Ohio State University, where she co-led a successful campaign to raise $1 billion for a new medical center. Carla has also held leadership positions at Florida A&M University as well Keene University. Carla is a sought-after public speaker and is active in numerous national professional organizations including the Council for the Advancement and Support of Education (CASE) and the Association of Fundraising Professionals (AFP).

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ELLIE YEARNS, ASSISTANT VICE PRESIDENT FOR DEVELOPMENT, GREENSBORO COLLEGE

Ellie Yearns is the Assistant Vice President for Development at Greensboro College in Greensboro, NC.  She has been with the college for 2 years.  Previously she was at Guilford College for 10 years in a variety of development roles including Major Gift officer, Senior Director of Annual Giving and Senior Director of Philanthropy.  Ellie began her fundraising career as Assistant Director of Fund Development for the Girl Scouts, Tarheel Triad Council (now Carolinas Peaks to Piedmont Council).  She also serves in a volunteer capacity as President of Red Dog Farm Animal Rescue Network, which provides rescue care and foster housing to a diverse population of both domestic and exotic animals while helping them find their forever homes.

STACIE G. YOUNG, DIRECTOR OF ANNUAL GIVING, UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE

Stacie G. Young, Director of Annual Giving at The University of North Carolina at Charlotte, oversees the annual giving program, which includes telefundraising, direct mail and e-solicitations, social media outreach, day of giving, and crowdfunding. Stacie holds a bachelor’s degree and a graduate certificate in communication studies from UNC Charlotte. She joined the development team in 2000 and previously worked in the Dean of Students office. In her free time, Stacie enjoys vacationing with her family, reading and scrapbooking. She also has a fascinating interest in all things Disney!

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