2020 UNC Advancement Symposium

05/11/2020 - 05/13/2020 • University of North Carolina Wilmington
Welcome to the 2020 University of North Carolina System Advancement Symposium! ******************************************************************************************** KEY: ACOMM - Advancement Communications & Marketing AE - Alumni Engagement AG - Annual Giving ALL - Advancement for Everyone AP - Administrative Professional AS - Advancement Services CFR - Corporate and Foundation Relations DRCS - Donor Relations, Compliance, and Stewardship EVT - Events MGGP - Major Gifts (MG) & Gift Planning (GP)
Home

Event Schedule

  • 11 May
  • 12 May
  • 13 May

Registration/Check In

10:30 AM 01:30 PM

Symposium Committee Meeting - Symposium Committee Members ONLY

10:30 AM 11:30 AM

Sponsor Booth Visit

10:30 AM 01:30 PM

Lunch on Your Own

11:00 AM 01:30 PM

Email Marketing Deliverability, Design, and Mastering Dark Mode for the Newbie or Novice (ACOMM)

01:30 PM 02:30 PM

Crystal Chapman

Digital Strategies for Annual Giving: Leveraging online engagement to expand your audience and grow giving opportunities (AG)

01:30 PM 02:30 PM

Jen Newmeyer

Brittany Powell

Katherine Taylor

Assertiveness Training for Administrative Professionals (AP)

01:30 PM 02:30 PM

Molly Nece

Campaign Reporting 101 for Advancement Services (AS)

01:30 PM 02:30 PM

Cynthia Whitted

Howling with Gratitude (DRCS)

01:30 PM 02:30 PM

Jessie Blekfeld-Sztraky

Amy Rossi

Heather Tart

Internal CFR Value: Developing a Holistic Approach (CFR)

01:30 PM 02:30 PM

Lorena McLaren

The Sweet Spot of Strategies for Major Gift Productivity (MG)

01:30 PM 02:30 PM

Lindsay Crighton

Allison Kiglics

Gifts of Real Estate - Managing Your Donors' Expectations (GP)

01:30 PM 02:30 PM

Devan Culbreth

Know Your Audience (ACOMM)

02:45 PM 03:45 PM

Dana Cruikshank

Dave Perks

Taylor Tice

Connecting Finance and Development to drive greater mission impact – Presented by Blackbaud (ALL)

02:45 PM 03:45 PM

Jessica Fleming

Modern Campaigns & Annual Giving (AG)

02:45 PM 03:45 PM

Daniel Frezza

The Evolution of Phonathon at Western Carolina University (AG)

02:45 PM 03:45 PM

Jonathan Brooks

Generational Inclusion in the Workplace (AP)

02:45 PM 03:45 PM

Kimberly McLaughlin-Smith

How to work with industry? (CFR)

02:45 PM 03:45 PM

Joonhyung Cho

Liz Moore

Blackbaud Scholarship and Stewardship Management (DRCS) - presented by Blackbaud

02:45 PM 03:45 PM

Bo Kerin

OK, What Do I Do Now? A Master Class for Our Most Common Major Gift Challenges – Presented by Focused on Fundraising (MG)

02:45 PM 03:45 PM

Miriam Blackwelder Fields

Benjamin Case

Andrea Jenkins

Jim Miller

William Smith

Michael Ward

Welcome and Opening Plenary - Six Disruptive Demographics that will Change America and Higher Education Forever

04:00 PM 05:00 PM

James Johnson, Jr.

Opening Reception

05:15 PM 06:30 PM

Networking Dinner on Your Own (Please make your reservation in advance for large parties)

07:00 PM 08:30 PM

Registration/Check In

07:30 AM 08:30 AM

Networking Breakfast

07:30 AM 08:30 AM

Morning Plenary - Pursuing Blended Gifts - Presented by TIAA Kaspick

08:45 AM 10:00 AM

Bill Knox

Tim Prosser

Mid-Morning Networking, Coffee Break, Sponsor Booth Visit

10:00 AM 10:40 AM

Preparing For Advancement’s Digital Future: Engaging The Time-Pressed, Distracted, and Individualized Constituent - Presented By The Education Advisory Board (EAB) (ACOMM)

10:50 AM 11:50 AM

John Tannous

From Students to Graduates: How to Cultivate Lifelong Relationships with Your Alumni - Presented by Signal Vine (AE)

10:50 AM 11:50 AM

Adam Compton

Elizabeth Pierce

Coach ‘s Corner Series: Session 1: The Corner Office – presented by Aspen Leadership Group (ALL)

10:50 AM 11:50 AM

Floyd Akins

Leaders Who Learn: A Key Factor in Developing and Retaining Talent - presented by Academic Impressions (ALL)

10:50 AM 11:50 AM

Put Your Data to Work: How to Analyze, Optimize, and Utilize your Information to Drive Fundraising Success – Presented by CCS Fundraising (AS)

10:50 AM 11:50 AM

Eric Javier

Allison Willner

Ex.pe.re.ence (noun) – Defining the Next Level of Strategic Events - Presented by Creative Visions (EVT)

10:50 AM 11:50 AM

Nick Kunstle

John Yelvington

Enlisting & Engaging Leaders in a Major Campaign – Presented by Capital Development Services (MG)

10:50 AM 11:50 AM

Allan Burrows

Clare Jordan

Savannah Stanbery

Planned Gift Options and Opportunities: Asking the Right Questions to Help Donors Create More Valuable Gifts - Presented by TIAA Kaspick (GP)

10:50 AM 11:50 AM

Tim Prosser

Networking Lunch

12:00 PM 01:00 PM

Afternoon Plenary - Voices In The Wild: How To Leverage The Differences In Our Communication

01:15 PM 02:15 PM

Pierre Quinn

Bridging Silos: Leveraging Campus Partnerships to Engage Alumni (AE)

02:30 PM 03:30 PM

Enoch Bond

Sarah Garrow

Donegan Root

Yubisela Aranda Sandoval

Amy Synder

Coach ‘s Corner Series: Session 2: Managing Up, Down and All Around – presented by Aspen Leadership Group (ALL)

02:30 PM 03:30 PM

Floyd Akins

Collaboration Software for Team Productivity (AP)

02:30 PM 03:30 PM

James Mothershed

Data Analytics: How to Find a Double Rainbow – presented by Blackbaud (AS)

02:30 PM 03:30 PM

Jennifer Vincent

The Real Deal: The questions we are afraid to ask program officers (CFR)

02:30 PM 03:30 PM

Megan Gorham

Joanna LeClair

Adam  Linker

Amy Strecker

Elon Leads – An Unforgettable Campaign Kick-Off - Presented by Creative Visions

02:30 PM 03:30 PM

Nick Kunstle

John Yelvington

Transforming Your University: Building a Principal Gifts Program – Presented by Washburn & McGoldrick (MG)

02:30 PM 03:30 PM

Karin George

Susan Pettyjohn

Removing the Veil of Mystery: Working with Donor-Advised Funds and your Donors (GP)

02:30 PM 03:30 PM

Micah Malouf

Mid-Afternoon Networking, Coffee Break, and Sponsor Booth Visit

03:30 PM 04:00 PM

You Can’t Be What You Can’t See: An Approach Towards Inclusive Communications (ACOMM)

04:00 PM 05:00 PM

JO Jimmy Orum

Eryka Wallace

Breaking Through to New Audiences: How Peer to Peer and Social Media Can Increase Young Alumni Participation – Presented by GiveCampus (AE)

04:00 PM 05:00 PM

Felicity Meu

Rebuilding Annual Giving (AG)

04:00 PM 05:00 PM

Jonathan Brooks

Paris Roebuck

Adam Stephens

Coach ‘s Corner Series: Session 3: Building a Diverse Pipeline of Talent – presented by Aspen Leadership Group (ALL)

04:00 PM 05:00 PM

Floyd Akins

Thank u (4 ur gift), Next (DRCS)

04:00 PM 05:00 PM

Leslie Deslis

Megan Garrett

Sustainable Events (EVT)

04:00 PM 05:00 PM

Kat Pohlman

Navigating a Post Campaign Environment – Presented by CCS Fundraising (MG)

04:00 PM 05:00 PM

Eric Javier

Legislative Update for Major and Planned Gift Officers: What You Need to Know Now! - Presented by TIAA Kaspick (MGGP)

04:00 PM 05:00 PM

Bill Knox

Tim Prosser

Symposium Southern Shindig – Presented by Blackbaud

06:30 PM 08:30 PM

Networking Breakfast

07:30 AM 08:30 AM

Morning Plenary - UNC Wilmington

08:30 AM 09:30 AM

Coffee To Go

09:30 AM 09:45 AM

Brainstorming Tactics: Bringing Your Team Together (ACOMM)

09:45 AM 10:45 AM

Brooklin Green

Homecoming: No football? No problem! (AE)

09:45 AM 10:45 AM

Donegan Root

The Daily Habits of Highly Successful Fundraisers – Presented by Focused On Fundraising (ALL)

09:45 AM 10:45 AM

Benjamin Case

Leaders Who Learn: A Key Factor in Developing and Retaining Talent - Presented by Academic Impressions (ALL)

09:45 AM 10:45 AM

Advancement for Small Shops (Center and Institute focus) (AS)

09:45 AM 10:45 AM

Sherry Brennan

Shannon Smith

Creative Stewardship Ideas

09:45 AM 10:45 AM

Patricia Burton

Wendy Coe

Event ROI & Post Event Surveys (EVT)

09:45 AM 10:45 AM

Kristopher Glenn

Your Moves Management Metrics Are All Wrong! (MG)

09:45 AM 10:45 AM

Kathryn Gamble, Ph.D.

Gail Perry

Closing Plenary

11:00 AM 11:45 AM

Symposium Wrap-Up - Snacks to Go

11:45 AM 12:00 PM

Sponsors

Speakers

Plenary Speakers

Floyd Akins

Senior Consultant
Aspen Leadership Group
With more than 20 years of experience in advancement, Floyd Akins is a senior consultant who provides counsel in advancement and fundraising strategies. He has experience in major and principal gifts; advancement organizational structures; corporate and foundation engagement; diversity in philanthropy; and advancement career counseling. Prior to joining the Aspen Leadership Group, Floyd was an Assistant Vice Chancellor for Development for the University of Tennessee, Knoxville. In this role, he provided leadership and managerial support for UT’s Regional Major Gift Officers and Corporate and Foundation Engagement Team. Floyd also helped develop the framework for and oversaw the creation of UT’s principal gifts program. Floyd is a strong advocate for diversity in advancement and higher education at all levels throughout his professional career and was the Co-Chair of UT’s Council for Diversity and Interculturalism. Floyd has raised numerous multi-million-dollar gifts and managed staff in several billion-dollar campaigns. Before joining UT, he served as The Ohio State University’s Senior Associate Vice President for University Development and Vice President of the OSU Foundation and previously was Assistant Vice President for Principal Gifts at the University of Iowa Foundation. Other positions include Executive Director of Development in the Henry B. Tippie College of Business at the University of Iowa and Director of the Capital Campaign at Grinnell College. Floyd lives in Columbus, OH and received his bachelor’s degree from Eastern Illinois University and his master’s degree from the University of Iowa in Journalism and Mass Communication.

12 May

12 May

12 May

Miriam Blackwelder Fields

Director of Advancement and Alumni Relations
School of Nursing, University of North Carolina at Greensboro
Miriam Blackwelder Fields serves as Director of Advancement and Alumni Relations for the School of Nursing, University of North Carolina at Greensboro. My happiest moments are in front of our alumni – all 2,558 that I’ve personally visited. The gifts I’ve received have been beyond financial. Bill and Susie dug flowers out of their yard and labeled each plant for me. Trudie was thrilled for a dinner date at her retirement home and loved lime sherbet as much as I did. These donors made transformational gifts, believing as I do, that education changes lives. Prior to joining UNC Greensboro, I worked at Greensboro College as the Director of Alumni Relations and Annual Giving.

11 May

Jessie Blekfeld-Sztraky

Stewardship Specialist
North Carolina State University
Jessie Blekfeld-Sztraky is a stewardship specialist with Development, Communications and Stewardship at North Carolina State University. She manages the stewardship of all university-wide scholarship funds, multi-unit scholarship reports, creates donor impact reports and works closely with the Director of Stewardship to develop principal-level stewardship plans and opportunities. This past fall, she co-led the first-ever campus wide donor appreciation event. Prior to coming to NC State, Jessie was the advancement services manager with UNC School of Law, where she was responsible for the annual stewardship of scholarship endowments, prospect management and managing data projects for constituent and giving reports. Jessie is a native of western North Carolina and a 2011 graduate of Mary Baldwin College, with double majors in International Economics/Business and Asian Studies.

11 May

Enoch Bond

Director of Alumni Relations and Engagement
Elizabeth City State University
Enoch Bond is the Director of Alumni Relations and Engagement at Elizabeth City State University and oversees all alumni outreach and engagement efforts for the university. Prior to ECSU, he was the Associate Director of Development and Alumni Relations for NC Central University School of Law. Prior to NCCU School of Law, he has spent 7 years at NC Central University, most recently as Director of the Annual Fund. There he developed and managed effective solicitation strategies that included segmented direct mail and tele fund outreach. In addition, he cultivated leadership gifts, and worked with students to secure a Senior Class gift. He also served as Alumni Coordinator responsible for managing and training all student interns and alumni volunteers. Enoch received his B.A. in history from Elizabeth City State University.

12 May

Sherry Brennan

Executive Director of Development for Constituent Programs
University of North Carolina at Chapel Hill
Sherry Brennan has served as Executive Director of Development for Constituent Programs at University of North Carolina at Chapel Hill since May 2015. In her current role she provides leadership, advocacy and strategic thought partnership for 20 development programs at University of North Carolina at Chapel Hill. Before arriving at University of North Carolina at Chapel Hill, Brennan spent a decade each at Columbia University and Penn State.

13 May

Jonathan Brooks

Director of Annual Giving
Western Carolina University
Jonathan Brooks has been a fundraising professional for fifteen years. He began his career working in operations and annual giving for global non-profit organizations Habitat for Humanity International and World Heritage Foreign Exchange. However, he has spent the past eight years working in annual giving and major gifts for higher education institutions. He is most passionate about data analysis, the donor experience, pushing the boundaries of fundraising practices. He received a degree in history from the University of North Carolina at Wilmington and is completing a Masters of Entrepreneurship at Western Carolina University.

11 May

12 May

Allan Burrows

President
Capital Development Services
Allan Burrows has been with Capital Development Services since 1994, and president since 2006. He manages the company's marketing, operations, campaign and search divisions, and presents to dozens of conferences and board sessions every year. Allan is a graduate of UNC Chapel Hill, and began his development career at the Baptist Children’s Homes of North Carolina and at the North Carolina Child Advocacy Institute. In his 30+ years of fundraising experience, Allan has led campaigns and development work throughout the Southeast for a broad array of nonprofits, and is experienced at working with leadership on all aspects of philanthropy. He brings decades of experience in board development, strategic and campaign planning, and capacity building, and is a frequently requested and dynamic speaker, known for sharing relevant and interesting stories from his own experience with CapDev clients. A North Carolina native, Allan has served on several boards, including two terms with the N.C. Center for Nonprofits, and was awarded the Triad AFP Lifetime Achievement for Fundraiser of the Year in 2011.

12 May

Patricia Burton

Director of Donor Relations
Elon University
Patricia Burton came to Elon as Director of Donor Relations in 2016, after spending ten years in increasingly responsible positions in Donor Relations at Williams College in Williamstown, Massachusetts. A member of the Council for Advancement and Support of Education (CASE) and the Association of Donor Relations Professionals (ADRP), Pat has participated in several ADRP international and regional conferences. She was active in the Western Massachusetts and Capital Region (Albany, NY, area) ADRP groups and has presented at the Southeast Donor Relations Conference, an North Carolina State University Stewardship Roundtable, and an NCICU Development Conference. Pat has extensive experience in acknowledgment writing, endowment reporting, principal prospect stewardship, event planning, and the donor recognition process for capital projects. A graduate of Hartwick College in Oneonta, NY, with a B.A. in English with an Emphasis on Writing, she has worked as a journalist, newsletter editor, teacher, and writing mentor and has published several short fiction and nonfiction pieces.

13 May

McCabe Callahan

CEO & Co-Founder
Community Funded
McCabe Callahan began Community Funded in 2011 out of his passion to provide a fundraising platform for communities to support the things they care about. In the fall of 2012, McCabe initiated a strategic partnership with Colorado State University to co-develop a crowdfunding, giving day, and giving page solution to meet the specific needs of higher education. The result is a personalized fundraising platform built to address the challenges of providing hierarchical management tools, easy workflows, and a donor-centric portal to fund and follow advancement efforts. Community Funded now serves over 75 academic institutions ranging in enrollment from 1,000 to 100,000+. With his experience working directly with university fundraising departments as well as the students and faculty managing campaigns, McCabe has learned the ins and outs of how to achieve fundraising success. He brings insider knowledge of tactical solutions to the waning alumni and millennial deficits in donations and the integration of digital into traditional fundraising methods.

Benjamin Case

Chief Executive Officer and Senior Consultant
Focused On Fundraising, Inc.
Benjamin R. Case, Chief Executive Officer and Fundraising Guru for Focused On Fundraising, Inc. helps nonprofits raise more money by advising on strategic planning, fundraising, and communications. Mr. Case has served in the nonprofit sector as an advancement professional and leader for over four decades. He has worked for and been engaged by organizations that have raised more than $5 billion in gifts. His experience includes work with world-class institutions such as Duke University, North Carolina State University, Children's Hospital of Philadelphia, and the Metropolitan Opera, as well involvement in the start-up of many successful nonprofits. Mr. Case is the exclusive provider of materials for Focused On Fundraising, Inc. He is known for providing “Tips for Highly Successful Fundraisers” to readers around the world. His book, “21 Tips for Highly Successful Fundraisers” is an Amazon International best seller in six countries and nine categories. He has served on the boards of Catawba College, Medical Ministry International, and the Charitable Trust Leadership Forum. He appears extensively as a featured speaker for many associations including Council for the Advancement and Support of Education and Association for Fundraising Professionals. He and his wife Angela have been married 40 years. They live in Durham, NC. They have two grown children and four granddaughters.

11 May

13 May

Crystal Chapman

Web Communications Specialist
University of North Carolina Wilmington
Crystal Chapman is an integrated marketing and strategic communications professional with wholesale, retail and non-profit experience. She currently serves as the web communications specialist for University Advancement at the University of North Carolina Wilmington.

Crystal’s interest in online marketing strategies began after launching her first website in 1999. She received degrees in Advertising Communications as well as Marketing and Management from Johnson & Wales University prior to attending the University of North Carolina for a master’s in Technology and Communication. Her career history includes sales, licensing, branding and marketing roles at modest to larger organizations such as Kellogg’s and Dean Foods.
With a foundation in design and a passion for producing communication that builds relationships with audiences, Crystal is energized by the ever-changing landscape of digital marketing tactics and loves to celebrate email marketing victories.

11 May

Joonhyung Cho

Director of Business Development, Industry Relations
University of North Carolina at Chapel Hill
Joonhyung “Joon” Cho is Director of Business Development, Industry Relations at the University of North Carolina at Chapel Hill. He has an extensive background in academic-industrial research partnership, technology transfer, and innovation management. In this role, Joon works with UNC faculty and leadership to identify the highest value industry partners and structure mutually-beneficial collaboration models to provide opportunities for new research partnerships, share complimentary resources, enable co-location, develop talent exchange, and create joint ventures.

11 May

Wendy Coe

Stewardship Manager
University of North Carolina Wilmington
Wendy Coe has been the Stewardship Manager at University of North Carolina at Wilmington since January 2018. In this role, Wendy manages a comprehensive program providing meaningful recognition and engagement opportunities for all donors, offering strategic support to development staff for major donors while also overseeing stewardship initiatives that align with annual giving goals. Before joining University of North Carolina at Wilmington, Wendy was the Communications Officer at NBCC Foundation, the charity arm of a national counseling credentialing organization based in Greensboro, NC. Wendy holds a Bachelor's degree in Communication Studies from University of North Carolina at Wilmington and a Master of Public Affairs with a concentration in Nonprofit Management from University of North Carolina at Greensboro. She enjoys spending time with her husband and their three rescue dogs.

13 May

Adam Compton

Executive Director of Annual Giving
North Carolina State University
Adam is the Executive Director of Annual Giving at North Carolina State University. Over his career at North Carolina State University, he has worked on launching new programs like North Carolina State University's Day of Giving and serving as a major gift officer for the College of Humanities and Social Sciences.

Adam takes great pride in working to provide philanthropic support for his alma mater.

12 May

Lindsay Crighton

Director of Development for Major Gifts, College of Arts and Sciences
University of North Carolina Wilmington
Lindsay Crighton serves as Director of Development for Major Gifts affiliated with the College of Arts and Sciences at the University of North Carolina Wilmington. In this role, she designs, implements and evaluates strategies to obtain outright and deferred, general operating, endowment and capital funds for the University. Lindsay also works with senior administration and volunteers to identify, cultivate and solicit prospective major donors while also managing the College’s Advisory Board and Coastal Engineering Board.

Prior to her work at University of North Carolina Wilmington, Lindsay served as Associate Director of Gift Planning at the University of Houston and Assistant Director of Trusts, Estates and Gift Planning at Clemson University. She started her career as a Development Officer at her alma mater, Coker College, where she received a B.A. in Mass Communications and was a member of the women’s tennis team. She then completed a M.A. in Communication and Public Relations from Virginia Tech and was a teaching assistant in public speaking during her two years in Blacksburg, VA. Described as a “Hokie at Heart”, Lindsay enjoys college football, being on the water, playing tennis and walking her dog, Beamer.

11 May

Dana Cruikshank

Associate Director of Client Services & Lead Marketing Strategist
VisionPoint Marketing
As a Marketing Strategist, Dana ensures that our clients are getting the most from VisionPoint’s perspectives, services and capabilities. He partners with each client to create integrated marketing strategies that closely align with institutional goals and achieve measurable success. Dana combines quantitative and qualitative data points to develop unique insights and approaches unique to every client’s needs. He is driven by the belief that institutions can use data and integrated marketing approaches to make genuine connections to prospects — at any scale. “What I love about working at VisionPoint is that we truly connect with our clients and create the right approaches for them. That’s where fresh ideas and innovations come from.”

Dana brings to our clients a rich portfolio of experiences in marketing and media. At Virginia Tech, he guided communications and marketing for a $60 million grant funded by the U.S. Army to promote STEM education and helped develop branding strategies for the university’s Continuing and Professional Education office. He previously worked as an associate producer creating the Discovery Channel’s international websites and served as a strategic communications advisor to the U.S. Army Corps of Engineers in the aftermath of Hurricane Katrina. As a senior media officer at the National Science Foundation, he created strategies and content explaining nanotechnology, cybersecurity and other subjects. He has generated earned media placements from CNN, the journals Science and Nature, the Oprah Winfrey Show, Wired and other outlets.

Dana is a graduate of American University in Washington, DC, and holds a master of organizational communication degree from Bowie State University and a master of public health degree from Virginia Tech. A native of Ithaca, NY, Dana lives with his family in Blacksburg, Virginia, where he is active with Rotary International. When he’s not drafting marketing strategies, he likes to continue his attempts at mastering gluten-free baking and make music with his family."

11 May

Devan Culbreth

Associate Director of Gift Planning
North Carolina State University
Devan joined the North Carolina State University of Gift Planning as Associate Director in late 2018 after over 13 years as a private practice attorney focusing on estate planning, estate administration, business law and corporate law. During her career, Devan has assisted clients of all wealth levels with their estate planning and has served in fiduciary capacities as an executor and trustee and has also served as counsel to numerous estates and trusts. Devan has a wealth of experience with real estate including the fact that she holds a North Carolina Real Estate Broker’s license (Inactive) and has been Executor of or counsel to many estates with substantial real estate holdings. Devan has also created and helped manage multiple real estate holding companies (primarily LLC’s) with substantial real estate holdings. Since she joined NC State and the Office of Gift Planning, Devan has participated in frontline fundraising involving many types of planned and current use gifts and has also assisted in the administration of several estates involving bequests to North Carolina State University. Devan is a member of the North Carolina Planned Giving Council and the National Association of Charitable Gift Planners.

11 May

Leslie Deslis

Assistant Dean for Development
University of North Carolina at Chapel Hill, School of Education
Leslie Deslis brings nearly a decade of development experience to the University of North Carolina at Chapel Hill School of Education, where she leads a team focused not only on development, but marketing, communications and alumni relations. Leslie has played a leading role in a School rebrand and the launch of a volunteer leadership board. One of her most recent gifts closed funded a building entryway renovation, secured, in part, through a video proposal and a 360-degree virtual tour. Prior to working at the University of North Carolina at Chapel Hill, Leslie served as Senior Director of Development at the Eller College of Management at the University of Arizona, where she closed a campaign for a $5 million professional development center. She also held development positions at Florida State University in its College of Arts and Sciences and led development in its College of Music.

Leslie holds bachelor’s degrees and an M.B.A. from Florida State University. In her free time, Leslie travels the world and laments the current state of her alma mater’s football program.

12 May

Jessica Fleming

Senior Principal Account Executive - FinTech Solutions
Blackbaud
Jessica is a Senior Account Executive for Blackbaud’s Higher Education FinTech Solutions and has been with Blackbaud for over 20 years. She has held various roles throughout her tenure which include; helping customers utilize their solution as a Customer Support Analyst, driving product direction as a Financials Program Manager, implementing Financial Edge at various non-profit organizations and over the past 10 years assisting prospective customers with the evaluation of Financial Edge and Financial Edge NXT. Outside of work, she enjoys running, spending time with her family, and volunteering with East Cooper Meals on Wheels.

11 May

Allin Foulkrod

President
Creative Visions
Allin Foulkrod developed his love of event management at an early age. By the time he was a teen, he had already presented at hundreds of live and televised events as the President of DECA, a national student marketing and entrepreneurship group with 180,000 members. Allin learned what worked in events--and, more importantly, what didn’t. In the process, he developed a keen desire to make a difference whenever and wherever audiences gather. In 1989, Allin launched Creative Visions from his NC State dorm room, and under his direction, it has grown into an award-winning strategic event solution provider. He continues in his role as President and visionary leader of the company, and provides the fuel for innovation, growth, extraordinary client satisfaction and retention. Business success for Allin relies on a commitment to learning quickly and helping others succeed. These tenets have provided him with the knowledge and experience to invest successfully in the growth of his team members and the industry in general. Allin is a sought-after industry expert, having served as instructor at Duke University and presented at numerous industry events. He has also operated programs in more than 15 countries, earned the professional designation of CSEP (Certified Special Event Producer), and received multiple International Live Event Association (formerly ISES) Esprit and regional awards. A dedicated husband and father of three, Allin currently serves on several non-profit boards, including a college with 70,000 students and an equine ranch that provides healing for hurting children and their families. He has a BA in Communications from North Carolina State University and a self-designated Doctorate of Hard Knocks.

Daniel Frezza

Associate Vice President for Lifetime Philanthropic Engagement & Annual Giving; Associate Vice President for Advancement Business Innovation & Services
William & Mary
In his current role, Dan Frezza oversees the strategic leadership and execution of a comprehensive annual giving approach that includes fundraising priorities for 13 schools and units. William & Mary boasts the highest undergraduate alumni participation rate among public ivy universities and leads all top 50 nationally ranked USNWR public universities. Under his leadership, Dan has successfully positioned annual giving and participation as key campaign goals in a $1 billion comprehensive campaign. During his five-year tenure, William & Mary has grown from 23% participation in 2012 to 29.9% in 2017. Dan is also currently overseeing the business innovations & services arm for university advancement leading prospect development, information strategy, talent engagement, gift accounting, and budget & finance. This has included serving as the lead for a database conversion and integration project for William & Mary's next CRM.

Dan has more than 15 years of higher education experience, ranging from student affairs, alumni engagement and annual giving. He received his bachelor’s degree in communications and marketing from Western Carolina University and his master’s degree in higher education administration from North Carolina State University.

11 May

Kathryn Gamble, Ph.D.

Senior Consultant
Gail Perry Associates
Kathryn Gamble is a respected member of the nonprofit community and has over twenty-seven years of solid fundraising experience.As senior consultant with Gail Perry Associates, Kathryn brings analytical, strategic, practical and technical expertise in dealing with all aspects of philanthropic management. Her clients range from arts and health organizations to higher education.

Prior to launching her consulting career, Kathryn provided leadership for and management of the successful North Carolina Museum of Art $50.6 million campaign. She has held senior management positions at East Carolina University and Saint Mary’s School. Kathryn was a member of the University of North Carolina at Chapel Hill development staff earlier in her career.

Kathryn has a PhD in Public Administration from North Carolina State University. Her research examined factors effecting governing board role fulfillment. She has a MBA from Queens University in Charlotte, NC.

13 May

Megan Garrett

Assistant Director for Development and Stewardship
University of North Carolina at Chapel Hill, School of Education
Megan Garrett is the Assistant Director for Development Stewardship at the University of North Carolina at Chapel Hill, School of Education, where she has built a comprehensive stewardship operation. In this role, she has created and implemented various processes that have re-engaged donors and alumni, and ultimately yielded a stewardship-as-cultivation fundraising strategy. In addition to her stewardship duties, Megan works to raise lead annual and major gifts.

Before joining the School of Education, Megan planned University and development events at UNC-Chapel Hill. Megan also worked in various roles in libraries across campus, including the Roy H. Park Library at the University of North Carolina at Chapel Hill Hussman School of Journalism and Media, where she managed day-to-day operations and led a re-cataloging effort which included more than 10,000 volumes. Megan earned both her bachelor’s degree and M.P.A. from the University of North Carolina at Chapel Hill.

12 May

Sarah Garrow

Associate Director of Alumni Affairs
Appalachian State University
Sarah Garrow is the Associate Director of Alumni Affairs at Appalachian State University where she oversees the alumni chapter programs and serves as co-advisor of the Appalachian Student Ambassadors. She also assists with coordination of alumni events and leads the office efforts in outreach and engagement with current students, including collaboration with Annual Giving staff on development and fundraising initiatives for students. Prior to her role with Alumni Affairs, Sarah was the Associate Director of Admissions. Campus Visit Experience. There she directed the App State Student Ambassadors and serves as the liaison between the Office of Admissions and Student Ambassadors. Sarah earned her B.S. in Accounting from Methodist College and her M.A. in Student Affairs Administration from Appalachian State University.

12 May

Karin George

Co-owner and Managing Principal
Washburn & McGoldrick
Firm Co-owner and Principal, Karin L. George has been at WASHBURN & McGOLDRICK since 2005 after a 19-year career as a campus officer including 10 years as Vice President at Vassar College and her alma mater, Smith College. Known for strategic thinking, photographic memory, and the ability to work with all types of school leaders, she loves the diversity of the work. A committed volunteer for the advancement profession, she served as a trustee at CASE and the Chair of the Committee on the Profession. She was also the founding Co-Chair of CASE’s Minority Advancement Institute. She is the recipient of CASE’s Steuben Apple for Excellence in Teaching. Karin currently serves the Community Foundation of Western Massachusetts as a trustee and Chair of the Education Committee. She is an avid marathoner and runs with the Western Mass Distance Project.

12 May

Kristopher Glenn

University & Donor Events Coordinator
Winston-Salem State University
Mr. Kristopher Glenn is the University & Donor Events Coordinator for Winston-Salem State University where he manages planning for campus wide and community initiatives for the Chancellor and Senior Administration. His efforts have led to the successful facilitation of marquee events such as WSSU Homecoming, WSSU Commencement, WSSU Days, and New Student Orientation. Prior to his appointment as University & Donor Events Coordinator, he served in the Office of the Chancellor where he was responsible for the daily operations of the bustling office included but not limited to mass correspondence distribution, coordinating community initiatives, and record management.

Mr. Glenn earned his M.A. in Teaching Special Education and B.A. in History with a Minor in Political Science, magna cum laude, from Winston-Salem State University. Prior to his work in higher education, he served as an educator in Winston-Salem/Forsyth County schools where he was responsible for the managing the successful development of students in their study of Math, English, & Language Arts .

13 May

Megan Gorham

Director of Corporate & Foundation Engagement
University of North Carolina Wilmington
Megan Gorham manages principal corporate and foundation relationships for University of North Carolina Wilmington. 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 University of North Carolina Wilmington'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 University of North Carolina Wilmington 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.

12 May

Angelique Grant

Senior Consultant & Vice President
Aspen Leadership Group
Angelique S.C. Grant, Ph.D. is currently a Senior Consultant and Vice President with the Aspen Leadership Group, a national executive search and consulting firm that focuses exclusively on supporting leaders in philanthropy. Dr. Grant provides counsel in diversity, equity, and inclusion practices, fundraising, and nonprofit strategies. She is a certified unconscious bias trainer and facilitator, has been an active speaker for countless industry associations over the years, and has chaired and served as faculty for several conferences across the country. Throughout her 25-year career, Dr. Grant has successfully managed teams to meet fundraising goals in several multi-million dollar campaigns, and two separate billion dollar campaigns. Previously, she served as an Assistant Vice President of Development (Central Advancement Office) and Assistant Vice President of Advancement and Assistant Dean of Medical Advancement, Herbert Wertheim College of Medicine at Florida International University. Her extensive experience in higher education advancement has also included roles at Princeton University, Washington State University, and the University of Miami Leonard M. Miller School of Medicine. Dr. Grant is a proud Miami native. She is a Fulbright Scholar who holds a Ph.D. in Higher Education Administration specializing in Institutional Advancement from Washington State University. She has a M.A. in Communication from Washington State University, and a B.S. degree in Journalism from Florida A&M University. She is the founder of the South Florida Network of Blacks in Philanthropy and serves on numerous boards, including Our Fund (LGBTQ) Community Foundation and the African American Development Officers Network (AADO).

Brooklin Green

Lecturer
University of North Carolina Wilmington
Brooklin Green is a keynote speaker, professor, comedian, creative consultant and commercial/sketch writer.

  • Teaches workshops across the U.S. Her students are constant success stories from their comedy competitions to their developed professions.
  • MA in Communication & Leadership through Gonzaga University.
  • Currently teaches communications at the University of NC Wilmington, University of Mount Olive, & Coastal Carolina Community College.
  • A Graduate of the world-famous Chicago’s 'Second City Conservatory.
  • Appeared on A&E television’s documentary “The Laugh Track” and Nick at Nite’s, “Funniest Mom in America 3”. She has performed in “Tony & Tina’s Wedding” Chicago’s longest-running off Broadway comedy show in history.
  • Consults comedy writing as punch up for various comedians and writers across the US and has written commercials for print, radio and TV.
  • Worked with comedy professionals like the talent coordinator for the David Letterman show, improvisational legends like David Shepard (co-founder of The Second City and Canadian Improv games) and Linda Hagen (Founding member of Spolin players –‘G-ma of improv’).
  • Appeared in festivals all over the U.S like, the Improv Olympics, Chicago’s Improv Festival, and Funny Women Festival.
  • Produced a number of events and shows including an all women stand-up comedy show.

13 May

Eric Javier

Principal & Managing Director
CCS Fundraising
Eric B. Javier is a Principal and Managing Director with CCS, the largest fundraising strategy and management firm in the world. Established in 1947, CCS designs and implements significant fundraising campaigns and programs for leading non-profit institutions.
For the last 20 years, Eric has advised leading executives and trustees from across the nonprofit sector. He has helped design and direct more than 200 fundraising campaigns and initiatives that have raised more than $2 billion to make a positive difference in communities all around the world. Eric’s primary areas of expertise include feasibility and planning studies; capital and endowment campaigns; major donor programs; principal gift solicitation strategies; strategic development planning; case messaging and development; and coaching and training.

He is a frequent speaker at industry gatherings and professional conferences, including the Association of Fundraising Professionals (AFP), the Council for the Advancement and Support of Education (CASE) and the National Association of Independent Schools (NAIS).
Eric is a graduate of the College of the Holy Cross. Eric, his wife Kristin, and their two daughters reside in Westchester, NY.

12 May

12 May

Andrea Jenkins

Sr. Director of Development
Winston-Salem State University
Mrs. Jenkins serves as the Senior Director of Development for Major and Planned Gifts, at Winston-Salem State University. In this role over sees annual fund, development, and prospect management areas. Previously, she’s served as a major gifts officer and campaign platform leader for Obesity, Diabetes, and Metabolism at Wake Forest Baptist Medical Center. Departments included Dr. Maya Angelou Center for Health Equity, Nephrology, Epidemiology, Endocrinology, Weight Management, and Dermatology. She’s also worked with the “Grateful Patient Program” to engage faculty and former patients.
Andrea holds a Master’s in Public Administration in Nonprofit Organizations from High Point University and a B.A. in Political Science and African American Studies from the University of North Carolina at Greensboro. She’s served as a member of the University of North Carolina at Greensboro Alumni Association Board. Most recently served on the Ad Hoc Alumni Awards Committee. She was recognized by the department of African American Studies as an Outstanding Alumni in 2012.

With over 13 years of experience in fundraising, volunteer management, strategic planning, events, marketing, program development, community engagement, and sales, Mrs. Jenkins serves in several capacities professionally and as a community volunteer. She is a Girl Scout Troop leader, gymnastics and dance booster club parent volunteer.

Jenkins served as the Community Service Chair for Winston-Salem State University's Staff Senate, State Employees Combined Campaign committee member, member of the Community Philanthropy Builders, and Black Philanthropy Initiative of the Winston-Salem Foundation. She serves as the Advisory Board chair with Experiment in Self Reliance (EISR), Ronald McDonald House of Winston- Salem and the North Carolina Planned Giving Council Boards.

11 May

Clare Jordan

Director of Marketing & Philanthropic Engagement
Capital Development Services
Clare’s role at Capital Development Services is to stay engaged in philanthropy, boosting awareness of what is happening in the social sector around the Southeast. Clare has given hundreds of presentations, sharing expertise in teaching philanthropy. Having held positions in nonprofit management since the early 1990s, she has served in staff and volunteer roles in marketing and development with several nonprofits, and provided consulting services to elevate the work of nonprofits for over 25 years.

Her introduction to the nonprofit sector began when she founded the Campus Chapter of Habitat for Humanity as a student at North Carolina State University, still a thriving organization. Her first fundraising job was as the first Director of Development for Appalachian State University’s Belk Library. She has now been with CapDev for 13 years.

A Winston-Salem native, Clare is a graduate of North Carolina State University and is an avid volunteer, including serving as Chair of North Carolina State University’s Institute for Nonprofits Advisory Board; Advocacy Chair of UNC School of the Arts Board of Visitors, and BRAVO! Founder & Chair; and service on local boards including Habitat for Humanity, Crisis Control Ministries, YMCA Camp Hanes, AFP Triad Chapter, the Vestry of St. Paul's Episcopal Church, and as an ordained Elder at First Presbyterian Church of Hickory. Clare was named to the Triad Business Journal’s “40 Leaders Under 40” in 2008.

12 May

Bo Kerin

Sr. Account Executive
Blackbaud
Bo Kerin has over 20 years of experience in higher education, and for the last ten years has served the industry by assisting campuses evaluate technology solutions. Bo came to Blackbaud with the 2017 acquisition of AcademicWorks, where he served since 2013. In January 2019, Bo assumed his current role and serves North Carolina and Tennessee. Bo completed his undergraduate degree at the University of Tennessee, Knoxville and his Master of Science degree from Mississippi State University. Bo resides in Austin, Texas with his wife Leslie, daughter Katelyn (9), and son Thomas (1).

11 May

Allison Kiglics

Prospect Development Manager
University of North Carolina Wilmington
Allison Kiglics is a Prospect Development Analyst at the University of North Carolina Wilmington. She joined University of North Carolina Wilmington in 2017, and plays a key role in devising strategies to ensure the prospect pipeline is continually populated as well as developing systems and reports for University Advancement. Allison oversees research, provides analysis and prioritizes projects, working closely with the Major Gifts team. Her strong relationships with front line gift officers have propelled Prospect Development to be a key stakeholder in the overall performance of the Division. Allison graduated Magna Cum Laude with a Bachelor of Arts in Sociology from University of North Carolina Wilmington. It was in her studies of Sociology that her love of data analysis was born. She is a Certified Pro in Blackbaud/Raiser’s Edge, recipient of the 2016 Academic Excellence Award and Board Member of APRAS of the Carolinas. When she is not working, you can catch her searching for the perfect internet meme, on Lea Island with her husband and two girls or bingeing in true crime.

11 May

Bill Knox

Director, Planned Gift Technical Consulting
TIAA Kaspick
Bill joined TIAA Kaspick in 2012 as the Director of Technical Consulting. He provides expert tax and technical advice to Kaspick and its client charities in all aspects of planned giving and gift administration. Bill has worked for more than a 15 years in the field of philanthropy and charitable organizations. He serves as the legal expert to a number of charitable affinity groups and regularly presents on a variety of topics at both regional and national events. Bill holds a BA in political science from the California State University, Chico. He received his JD from the Columbus School of Law at the Catholic University of America in Washington, D.C. and his LL.M in Tax from Loyola Law School, Los Angeles, CA.

12 May

12 May

Nick Kunstle

Creative Director
Creative Visions
As Creative Director, Nick brings an inquisitive intellect and fierce creativity to the Creative Visions team. Knowing the importance of integrating content and design, he uses a unique blend of scenic, video, sound, and lighting. A Graduate of the University of North Carolina School of the Arts, he honed his skills working with some of the best designers in entertainment before transitioning to the corporate and educational space. In 2013, he joined Creative Visions in his current role, where he leads the Creative Team to work alongside clients to realize their vision and accomplish their goals. Crafting engaging experiences through a combination of strategic design and media execution, his designs for the corporate and educational space have won dozens of awards including two international ILEA awards. If he was a superhero, Nick would be Professor X of the X-Men…unafraid to break conventions, push boundaries and to leverage things in new ways to accomplish his goals. It also could be their matching hairstyles.

12 May

12 May

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.

12 May

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.

12 May

Blake MacIver

AVP, Development Strategy and Operations
University of North Carolina System
In August 2019, Blake joined the UNC System as AVP for Development Strategy and Operations. In this role, he is tasked with managing the administrative aspects associated with development operations, prospect management and analysis, state registration compliance, donor relations and fundraising systems support. In addition, he is charged with overseeing and growing shared services and vendor agreements across the UNC System.

Prior to joining the UNC System, Blake worked for fourteen years in various capacities at Virginia Commonwealth University, most recently as the AVP for Advancement Services. During his time at VCU, he was the lead project manager for an enterprise wide database conversion to Blackbaud CRM.

Blake holds a bachelor degree from UNC-Chapel Hill as well as a masters degree in public administration from VCU. He is a 2014 graduate of the VCU Leadership Development Program at the Grace E. Harris Leadership Institute and was recently named to EverTrue's 2019 40 Under 40 list.

Micah Malouf

Associate University Counsel
University of North Carolina at Chapel Hill
Micah Malouf is an Associate University Counsel at University of North Carolina at Chapel Hill supporting university development, business operations, and investment units on campus. He also serves as a liaison to the University's fundraising foundations. Prior to arriving at University of North Carolina at Chapel Hill, he served as in-house counsel for Fidelity Charitable Gift Fund and the Texas Tech Foundation, Inc.

12 May

Lorena McLaren

Executive Director, Corporate & Foundation Relations
North Carolina State University
Lorena McLaren joined North Carolina State University 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.

11 May

Kimberly McLaughlin-Smith

Inclusion and Diversity Learning Development Specialist
University of North Carolina Wilmington
Kimberly McLaughlin-Smith never set out to work as a diversity facilitator. She attended North Carolina Central University and planned to pursue a degree in journalism. While serving as an intern at the YWCA, she decided to change paths. Before long, McLaughlin-Smith was serving as a consultant about diversity to private industry as well as the Wilmington public school system. She was hired by University of North Carolina at Wilmington’s multicultural affairs office in 2007.

Since then, she has helped facilitate diversity discussions among staff during orientations, as well as in various classrooms on campus when professors invite her to contribute to their discussions. She provides communication strategies, engages audiences in discussions on the subject of inclusion and diversity, and provides resources on a variety of cultural competencies, helping campus partners to better infuse their practices with intention, authenticity and mindfulness in the context of fast-paced organizational needs and demands.

11 May

Felicity Meu

Director of Partner Success
GiveCampus
Felicity spent 9 years with Stanford’s Office of Development. As Stanford’s inaugural Director of Next Generation Giving, she worked closely with individual donors and volunteers but also helped craft the University’s vision for engaging its next great generation of philanthropists. Leaning into the needs of young donors, Felicity spent time consulting for Stanford’s Effective Philanthropy Lab, working on projects dedicated to taking a deep dive into better understanding the needs of millennial donors. She currently serves as Director of Partner Success for GiveCampus where she continues to work toward her goal of helping more people be more generous more strategically.

12 May

Jim Miller

Executive Director of Development, Region Programs
University of North Carolina at Chapel Hill
Jim Miller serves as the Executive Director of Development for Regional Programs at The University of North Carolina at Chapel Hill. In this role, he manages a team of major gift officers who represent the breadth of Carolina's programs and philanthropic priorities to alumni and friends in high-concentration, high-value markets across the US. Jim and his team work closely with fundraising colleagues in the schools and units across the campus to coordinate efforts in order to maximize gift opportunities.

Previously, Jim served as Associate Vice Chancellor at Western Carolina University for twelve years during which he managed Western's first-ever comprehensive campaign. Prior to Western, he served in leadership positions, major gift, and annual giving roles at University of North Carolina at Chapel Hill Kenan-Flagler Business School, University of North Carolina at Chapel Hill School of Medicine, and Duke University School of Medicine. Jim began his development career in 1987 with the United Way.

Jim holds a Bachelor of Social Work degree from North Carolina State University and an MBA from University of North Carolina at Chapel Hill Kenan-Flagler Business School. He lives in Holly Springs, NC with wife Tara, dogs Gypsy and Trixie, and cat Willow.

11 May

Liz Moore

Assistant Director of Contracting
University of North Carolina at Chapel Hill
Liz Thornberry Moore is the Assistant Director of Contracting in the Office of Sponsored Research (OSR) at the University of North Carolina at Chapel Hill (UNC). She is responsible for over-seeing the negotiation and execution of clinical and non-clinical research agreements with industry partners. Her group also negotiates all data use agreements and confidentiality agreements for the research community at University of North Carolina at Chapel Hill.

11 May

James Mothershed

Technology Trainer
University of North Carolina Wilmington
Jim Mothershed has over 15 years’ experience in project management and technology training. He currently works in Information Technology Services at University of North Carolina at Wilmington developing and implementing training for both the ERP system and Microsoft products. Jim also prepares and delivers presentations on ways these products can benefit the university. While at University of North Carolina at Wilmington, Jim has written documentation and facilitated classes for Ellucian Banner, ImageNow, Blackboard, Office 365 and others.
Jim’s experience in project management and training allows him the opportunity to help determine efficient ways of incorporating software and technologies campus wide. Jim enjoys teaching faculty and staff successful ways to incorporate these products into their everyday processes and careers. His blend of content expertise and his hands-on teaching style ensure that classes and workshops are informative and rewarding.

12 May

Molly Nece

Director of Employee Leadership, Learning and Engagement
University of North Carolina Wilmington
With over 15 years experience in training, leadership, and organizational development, Molly Nece received degrees in psychology and education from Gettysburg College.
She later received her MSA in Training and Organizational Development from West Chester University; Mediation Certificate from Lakewood College; Lean Six Sigma Certificate from Villanova University; ATD Coaching and Human Performance Improvement Certificates, and most recently, Vital Smarts Crucial Conversations™ and Gallup StrengthsFinder™ Certificates.

In addition to serving as a coach, consultant, and trainer for staff and faculty at the University of North Carolina at Wilmington, she has written six books and enjoys running her private practice helping individuals and teams reach their highest potential by delivering engaging keynotes and transformative learning experiences in leadership, team strengthening, and goal achievement.

11 May

Jen Newmeyer

Director of Integrated Fundraising
UNC-TV Public Media North Carolina
Jen Newmeyer is a digital fundraising strategist specializing in integrated campaigns and online engagement. Through her groundbreaking work and creative approaches during her 15+ year tenure, she's raised over $9 million in online revenue for nonprofit organizations. She is the Director of Integrated Fundraising for UNC-TV: Public Media North Carolina and leads a team that oversees all aspects of digital engagement initiatives, annual fundraising, and integrated campaigns.

11 May

JO

Jimmy Orum

Sr. Assistant Director
University of West Florida
Jimmy Orum is the senior assistant director for the Office of Design and Communication for the University of West Florida's Division of Academic Engagement and Student Affairs. Prior to coming to University of West Florida, he was a public information specialist at the Alabama State Port Authority. He earned a bachelor's degree in communication/public relations from the University of South Alabama and a master's degree in strategic communication and leadership from the University of West Florida.

12 May

Dave Perks

Marketing Strategist
VisionPoint Marketing
Vision Point Marketing Strategist Dave Perks brings to every project a strong commitment to achieving a client’s goals both effectively and creatively. With over 20 years of experience in advertising, integrated marketing, public relations, and copywriting on his resume, Dave is particularly well-equipped to play a central role in developing and executing every aspect of a client’s marketing strategy.

“What appeals to me the most about my role at VisionPoint is the consultative aspect of the work,” Dave says. “The collaboration, education and ultimately the accountability that comes with the work drives me to look for new and interesting ways to approach a client’s marketing challenges.”

Dave is adept at managing and inspiring close, results-driven collaboration between our clients and all the VisionPoint resources. Before joining our strategy team, Dave spent a large portion of his career in creative departments working with writers, art directors, and digital media specialists on a wide variety of client campaigns. He understands first-hand the importance of communicating to clients how marketing strategy can translate into specific tactics that achieve goals and deliver a measurable return on investment.

Dave’s marketing toolkit includes web and digital strategy, branding, competitive analysis, SEO, social media, and content strategy. He has a track record of award-winning work for clients at agencies large and small, as well as from running his own marketing consulting company for several years; his clients have included higher ed institutions, National Geographic, and the U.S. Marine Corps., among many others.
Dave is a graduate of Virginia Tech, and received his MS in Mass Communications from the Virgina Commonwealth University Brandcenter at Virginia Commonwealth University. When he’s not hard at work crafting marketing strategies for our clients, Dave enjoys paddling his kayak and fishing with his family on the New River. Known by his friends since high school as, “the Perkalator,” Dave lives up to his namesake, turning up the heat and extracting great client results from his marketing strategies."

11 May

Gail Perry

President
Gail Perry Associates
Gail Perry, MBA CFRE, is President of Gail Perry Associates, a leading provider of campaign consulting, board training, and major gift coaching services in the United States and Canada. Gail’s consulting team at Gail Perry Associates has helped organizations raise over $600 million – and counting. Gail is a frequent keynote speaker and workshop leader and was recently named #10 of America’s Top Fundraising Experts, published by Philanthropy Media. Last month, Gail was recognized as one of LinkedIn’s Top Voices in Philanthropy. She has led board and leadership workshops for national and international organizations around the world, including the US Olympic Committee, San Diego Zoo Global and the CDC Foundation.

Her best-selling book, Fired-Up Fundraising: Turn Board Passion into Action (Wiley/AFP) has been calledthe “gold standard guide to building successful fundraising boards.”Gail Perry is a UNC-CH graduate and started in fundraising at Duke University. She also served as Director of Development of the University of North Carolina at Chapel Hill Kenan Flagler Business School.

13 May

Susan Pettyjohn

Senior Consultant
Washburn & McGoldrick
Susan H. Pettyjohn is an experienced and accomplished advancement professional with more than 26 years of higher education experience, with the majority of her time in senior level leadership positions. Susan’s strengths and experiences include organizational assessment and management, strategic planning, campaign planning, and board development. She is also very experienced in alumni relations with both an independent and non-independent association. Susan has worked within the UNC system where she served as Vice Chancellor for University Advancement at Appalachian State University for nine years. Susan currently serves on the School of Education Development Board for William & Mary. She also is a member of the Steering Committee for the Society of 1918, William & Mary’s women in philanthropy program. Susan loves sailing on the Chesapeake Bay and taught sailing professionally for a sailing school for women.

12 May

Elizabeth Pierce

Account Executive
Signal Vine
After graduating from Lafayette College, Elizabeth joined the Signal Vine team as an Account Executive. As a member of the sales team, she helps drive new business for the company while working to ensure that every student is able to reach his or her full potential. During her time at Signal Vine, she has worked with educational institutions, nonprofits and research projects across the country go above and beyond their texting goals. You can always reach out to her for help understanding the Signal Vine platform and talking through strategies to engage your students in a meaningful way.

12 May

Kat Pohlman

Sustainability Coordinator
University of North Carolina Wilmington
Kat Pohlman has an inherent passion for sustainability that fuels a motivation to educate, encourage and support others while continually fulfilling an insatiable need to learn more. As a University of North Carolina at Wilmington graduate of 2011, Kat has had the pleasure of witnessing a cultural transformation on this campus. This culture not only fosters but demands sustainable decisions and actions.

12 May

Brittany Powell

Associate Director of Annual Giving Digital Strategy
North Carolina State University
Brittany Powell is the Associate Director of Annual Giving Digital Strategy at North Carolina State University where she integrates digital strategy and tactics into various online giving campaigns. Previously, Brittany worked at a marketing tech company and led award-winning digital marketing campaigns for companies such as Bass Pro Shops and Cabela's, IBM, SAP, Qlik, and Xerox to name a few.

With nearly a decade of digital experience, Brittany understands the importance of integrating and keeping apace with digital to reach goals. Brittany loves digital marketing since she's seen what the results can do from generating awareness to achieving ROI, all while reaching people where they spend the majority of their time- online!
Brittany holds a Bachelor's Degree in Business Administration from North Carolina State University and has several digital marketing certifications including Google Ads/Analytics, Facebook Blueprint, The Trade Desk-Trading Academy, and Microsoft Ads.

11 May

Tim Prosser

Relationship Manager
TIAA Kaspick
Tim 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 and his BA in Russian Area Studies from Loyola University, New Orleans.

12 May

12 May

12 May

Paris Roebuck

Assistant Director of Annual Giving
University of North Carolina at Pembroke
Beginning his career in university development as a Call Center Manager with Ruffalo Noel Levitz, Paris has a wealth of knowledge and experiences that he continues to build upon at University of North Carolina at Pembroke. Originally studying at North Carolina State University, he has developed a unique fundraising perspective particular to the Carolina region.

Growing up in Fayetteville, NC, Paris finds himself right at home on any UNC System campus. No stranger to traveling from his previous work experiences, Paris maintains a personal passion of learning new cultures and developing his global knowledge.
Paris hopes that his passion for culture and keen eye for university development will continue to push him further along his career path in the years to come.

12 May

Donegan Root

Associate Director of Alumni Engagement
University of North Carolina at Greensboro
Donegan Root has over 13 years’ experience in higher education having served as the Associate Director of Alumni Engagement at University of North Carolina at Greensboro since 2009. He has served as co-chair of the Campus Homecoming Committee 2011 and is the lead coordinator and event planner for all Homecoming activities and logistics. In addition, he oversees outreach and alumni engagement for six regional alumni networks working with alumni volunteers to plan events and recruit other volunteer leaders. In his current role, he collaborates extensively with other university divisions including Student Affairs, Admissions, Housing and Residence Life and Athletics. Prior to his role with Alumni Engagement he worked for two years as a development officer with the University of North Carolina at Greensboro Spartan Club.

Donegan earned his B.A. in Communications from University of North Carolina at Greensboro. He remains active with his alma mater outside of his official role serving as an advisor to Pi Kappa Phi Fraternity and the University of North Carolina at Greensboro Red, White and Blue Club. He enjoys cooking, playing percussion and staying active in the Greensboro adult soccer league.

12 May

13 May

Amy Rossi

Development Writer
North Carolina State University
Amy Rossi is a development writer within North Carolina State University's Office of Development Communications and Stewardship. She writes philanthropy impact stories, email content and copy for donor impact reports and crafts messaging for initiatives like North Carolina State Day of Giving and Pack Appreciation Day. She completed her BA in communications at University of North Carolina at Chapel Hill and her MFA in creative writing at Louisiana State University.

11 May

Yubisela Aranda Sandoval

Assistant Director of Alumni Engagement
University of North Carolina at Greensboro
Yubisela Aranda Sandoval is a University of North Carolina at Greensboro alumna with a B.A. in Psychology and Spanish. She is the former Administrative Support Specialist to the director and associate director of Planned Giving at University of North Carolina at Greensboro. She served as the primary contact for internal and external partners, assisted with marketing efforts, provided technical and logistical support for multiple projects, meetings and fundraising efforts. In mid-February of 2019, Yubi joined the Alumni Engagement team as an Assistant Director, with the objective to develop and oversee programming that increases alumni engagement.

She is actively involved with various non-profits and initiatives, such as the Latino Community Coalition of Guilford, synerG, Youth Focus, Let’s Learn Triad, Immigrant Fund, and FaithAction International House. Yubi enjoys working with these organizations because they give a voice to those underrepresented, while also helping young professionals grow and develop into future community leaders.
Yubi is the youngest of four, born in Mexico and raised in the U.S. She is married with two fur babies and expecting her first child. She enjoys trying new foods, dancing, traveling, and attending motivational/professional development workshops.

12 May

Shannon Smith

Director of Development UNC School of Nursing
University of North Carolina at Chapel Hill
Shannon Smith joined the University of North Carolina at Chapel Hill School of Nursing as our new director of development on Monday, October 28. Shannon comes to us from Carolina’s University Development Office (UDO) where she has served as Associate Director of Development for Centers and Institutes.
In her role there, Shannon acted as the fundraising consultant and major gift officer for 19 pan-university centers and institutes. In her work, she supported the start-up or re-energizing of fundraising efforts at the American Indian Center, Carolina Women’s Center, Sonja Haynes Stone Center for Black Culture and History, Carolina Latinx Center, World View, Center for Galapagos Studies, Institute for Marine Science, Carolina Higher Education Opportunities Program, Partnerships in Aging Program, Sonja Haynes Stone Center for Black Culture and History, World View, and others.

Shannon closed FY19 at 216% of her individual fundraising goal for the Centers and Institutes, a testament to her energy and enthusiasm for raising support for Carolina, her alma mater. Indeed, her work has gotten her noticed: she was recently named one of 40 Under 40 advancement professionals in the U.S. by EverTrue, a leading advancement automation platform used by more than 300 institutes of higher education.

Prior to joining UDO, Shannon worked for Harnett Health as the director of foundation and marketing development. A Tar Heel tried and true, Shannon is a proud first-generation graduate of UNC, where she received her bachelor of arts degree in public policy in 2014.
We are thrilled to put her considerable talents to work for the good of the people and programs of Carolina Nursing!

13 May

William Smith

BRITE Director of Development
North Carolina Central University
William G. Smith is a resident of Durham North Carolina. Smith is a 1977 graduate of North Carolina Central University where he received his Bachelor's Degree in Public Administration. Smith served as Vice Chancellor of Institutional Advancement for Elizabeth City State University (ECSU) from 2009-2014 where he was responsible for raising $7.7MM during his tenure at Elizabeth City State University. Previously he served as President/CEO for Mutual Community Savings Bank, Inc. SSB (MCSB) from 2001 to 2008. He led the successful merger of MCSB with Mechanics and Farmers Bancorp, Inc. in March 2008. Before joining MCSB, Smith, was a 24 year First Union National Bank/Wachovia executive serving as a Senior Vice President and Sales Leader for Community Development in the bank's six state mid-Atlantic Region. He was named Senior Vice President in 1990, serving as regional consumer bank executive for a 17 county eastern North Carolina area. In 1992 he was named Market/Area President for First Union/Wachovia's Durham/Chapel Hill markets where he led a successful company-wide pilot to redesign the retail bank. In 1997-1998 Smith served as President of the National Association of Urban Bankers (NAUB"), a national bank trade association, with 54 chapters and over 3,000 members in the United States and Canada. Smith, an Eisenhower Fellow in 2003, has been active in the community for many years and has served in leadership roles on various boards and committees. He served on the North Carolina Central University Board of Trustees, the North Carolina Central University Foundation Board and the UNC Board of Governors. Currently he serves as treasurer for Global Scholars Academy Charter School of Durham and is a Board Member for the Community Health Coalition, Inc. . He is a member of Phi Beta Sigma Fraternity and the Sigma Pi Fraternity ("the Boule") which are service organizations. He is married to the former Norma Denise Petway. He has two adult sons Antoine Andre Smith, and Byron Eugene Smith (Wife Aria), and grandson, Maddox William Smith."

11 May

Savannah Stanbery

Development Associate and Executive Assistant to the Vice Chancellor for Advancement
University of North Carolina School of the Arts
Savannah Stanbery serves as the Development Associate and Executive Assistant to the Vice Chancellor for Advancement at University of North Carolina at School of the Arts. Savannah's five years at University of North Carolina at School of the Arts have allowed her to collaborate with leadership across campus to assist in furthering the fundraising goals of the institution. Along the way, she has worked closely with our Board of Trustees, Board of Visitors, and volunteer group, the Associates. Savannah's educational experiences includes a Bachelor of Arts in Art History and a Bachelor of Science in Art Management from Appalachian State University, as well as a Master of Arts in Arts Administration from Florida State University.

Savannah is a Western North Carolina native from the small town of Spruce Pine. It is located near Penland School of Crafts, where she began her fundraising career after earning her undergraduate degrees. In her spare time, she loves good food, being outdoors, painting, and having adventures with friends as well as her poodle, Duke.

12 May

Adam Stephens

Vice President of Digital Fundraising
Community Funded
With over 20 years of professional experience assisting colleges and universities, Adam hopes to help institutions meet the changing needs of their students and communities. As the son of a college president, he grew up on college campuses and witnessed the evolution of today’s college student experience and expectations. Adam’s passion for higher education lead him to a career immersed in collaborating with faculty and staff to provide a strong learning experience for students. His experience, both personally and professionally, allowed him to transition seamlessly to this role. He understands the challenges and excitement around implementing digital and online strategies on campus. His passion for higher education allows him to have a deep understanding of the critical role an entire community of alumni, parents, faculty, staff, and friends have on the college experience for current and future stakeholders.

12 May

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 University of North Carolina at Chapel Hill.

12 May

Amy Synder

Assistant Director of Advancement Communications
University of North Carolina at Greensboro
Amy Snyder is the Assistant Director of Advancement Communications at University of North Carolina at Greensboro, providing graphic design support for Annual Giving, Digital Outreach and other University Advancement marketing and communication efforts. In her previous role at University of North Carolina at Greensboro, she was the Communication Specialist for the Office of Alumni Engagement, managing web content, email marketing communication, event management, and social media integration via iModules and other platforms. Prior to joining University of North Carolina at Greensboro,  Amy spent several years in the non-profit world at Bell House, Inc., The Barnabas Network, and the Creative Aging Network-NC. She currently serves on the board of Reconsidered Goods, a Greensboro non-profit that diverts unused materials from the landfill into the hands of artists, teachers and students.

Amy has a B.A. in Journalism and Mass Communication from the University of North Carolina at Chapel Hill and an M.S. in Creative Arts Therapy from Nazareth College of Rochester. She is passionate about creativity in all forms, particularly when it is used to build connections between people.

12 May

John Tannous

Director of Research Delivery
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.

12 May

Heather Tart

Director of Stewardship
North Carolina State University
Heather Tart is the Director of Stewardship at North Carolina State University. In this role, she leads and supports campus-wide efforts to strengthen the university’s comprehensive donor relations program. This includes acknowledging and recognizing donors for their generosity, reporting on the use and impact of their philanthropic support and helping to ensure their long-term engagement with the university. Prior to joining North Carolina State University, Heather served for more than nine years as the Public Information Officer for Pitt County Schools in Greenville, NC. She holds a bachelor’s degree in communications from East Carolina University.

11 May

Alan Taylor

Assistant Vice Chancellor for Principal Gifts
North Carolina State University
Alan Taylor is the Assistant Vice Chancellor for Principal Gifts at North Carolina State University. He has been with North Carolina State University Advancement for seven years, previously holding positions as Executive Director of Central Major Gifts and Director of Development. As the AVC for Principal Gifts, Alan is building a program designed to facilitate the transformation of North Carolina State University by partnering with the university's largest donors. He has an undergraduate degree in Business Finance and a Masters in Public Administration from North Carolina State University. Before arriving at North Carolina State University, Alan oversaw development and fundraising for the Wake County Boys & Girls Clubs.

Katherine Taylor

Marketing Coordinator
North Carolina State University
Katherine Taylor is a Marketing Coordinator for University Communications at North Carolina State University. She manages marketing strategy and implementation for many of the university’s central efforts including Day of Giving, branded advertising, and college/unit advertising strategy. Prior to coming to North Carolina State University, Katherine worked as a Senior Media Planner/Buyer for an advertising agency where she conducted market research, strategized media placements and efficiently managed both traditional and digital media campaigns. Following agency life, Katherine managed the marketing efforts for a shopping and lifestyle destination in Myrtle Beach, SC. Katherine, a native of North Carolina, graduated from the Poole College of Management at North Carolina State University in 2009. She lives in the Raleigh area with her son and dog.

11 May

Tonya Taylor

Senior Di