2017 District VII Conference Speakers

Chris Abrescy
Director of Alumni Relations
University of California, Merced

Chris Abrescy serves as director of Alumni Relations for UC Merced, the first American research university built in the 21st century, opening in 2005. Chris has helped build a program within student and alumni relations that has received national recognition, including two CASE Circle of Excellence Awards, and has risen to no. 47 in alumni giving and no. 3 in the UC system. Working with a diverse student population, many of which are first-generation college students, Chris continues to build new student and alumni traditions that foster a culture of philanthropy on campus.

Kristiana Almeida
Director of Development for Annual Giving
University of California, Santa Barbara

Kristiana spent seven years at the American Red Cross, first as a major gifts officer before moving into communications. She oversaw the national organization’s day-to-day social media operations, helped start their respected digital volunteer program, and was on the team that implemented the organization’s three digital operation centers. Kristiana came to UCSB with this blend of experiences in fundraising and social engagement strategies to oversee the execution of the university’s first Give Day, which resulted in over $3.7M raised from 1,280 transactions. She is a proud UCSB Gaucho and is completing her MBA at the University of Massachusetts, Amherst.

Shari Anderson
Director of Alumni and Parent Engagement
California State University, Chico

Shari Anderson has more than 12 years of experience working in alumni relations and currently works as the director of Alumni and Parent Engagement at Chico State. Her experience working with alumni chapters and programs includes positions at the North Dakota State University Alumni Association and CSU Chico, where she worked as alumni engagement coordinator.

Sue Anderson
Assistant Vice President for Alumni and Parent Engagement
California State University, Chico

Sue Anderson is the assistant vice president for alumni and parent engagement at Chico State. With a background in marketing and sales, she is a forward-thinking, highly creative leader with a proven record of success in developing and executing strategic plans to drive organizational goals while cultivating an environment of excellence and collaboration. She loves providing meaningful opportunities for students, parents, and alums to participate in the “Chico experience.”

Emmy Ansinelli
Director of Marketing and Communications
International School of Los Angeles

Emmy Ansinelli is a French native who holds dual citizenship in France and the United States. She describes herself as bicultural, having been raised in both countries. With more than 10 years of experience working in market research, strategy, and communications, she currently serves as the director of marketing and communications at the International School of Los Angeles. Prior to this, she was vice president of Strategic Marketing for North America at SICPA Product Security LLC and spent five years as the marketing strategy manager for SAGEM, a subsidiary of the French defense group SAFRAN. Emmy holds a BS in marketing from LeTourneau University and an MBA from the University of Texas at Austin. She is a member of the French American Chamber of Commerce of Los Angeles.

Elizabeth Bacon
Campaign Manager
University of the Pacific

Elizabeth Bacon received “stellar speaker” status when she presented at the Division VII CASE Conference in 2013 on personal development as a campaign strategy. Since then she has been tasked with managing the capital campaign for her university, and she has proceeded to develop new ideas to engage donors and stakeholders at the highest level. With almost 10 years of fundraising experience in both public and private institutions and with an MBA in marketing and leadership, she hopes to bring new insight to the next generation of donors.

Shelley Birdsong-Maddex
Assistant Vice Chancellor of Foundation and Corporate Giving
University of California, Davis

A nationally recognized and sought-after fundraising executive specializing in organizational philanthropy and strategy development, Shelley Birdsong-Maddex is responsible for leading a team that maximizes partnerships and collaborations among external organizations and members of the UC Davis community. Prior to joining UC Davis, Shelley worked in similar capacities at Pennsylvania State University and Carnegie Mellon University. She received a master’s in history from West Virginia University and a bachelor’s in history with a minor in international relations from Virginia Commonwealth University.

Karen Boehnke
Director, West Coast Advancement
Brown University

Karen Boehnke is currently director of West Coast Advancement for Brown University, based in San Francisco. She leads a team over major gift fundraising and alumni engagement, focusing on West Coast alumni and parent CEOs, entrepreneurs, and investors. Karen has experience spanning major gifts, annual giving, and fundraising leadership. She led Smith College’s $11 million annual fund and was chief advancement officer at Spark, an educational social venture, before returning to higher education as director of innovator engagement at UC Berkeley.

Terri Carlos
Director of Annual Giving
California State University, San Bernardino

Terri Carlos has served as director of annual giving at CSUSB since April 1999. Overseeing the entire annual giving program, including the annual Faculty Staff Campaign, Terri has raised more than $5.7 million in gifts and pledges, including $1.2 million in planned gifts and several scholarship endowments. She is also the primary development officer for the EOP Renaissance Scholars Program and the Veterans Success Center. She is a member of CASE District VII and served as a board member from 2007 to 2011. She served as program cochair for the 2009 conference and as chair for the 2011 conference.

Mary Ruth Carleton
Vice President for University Relations and Development and President and CEO
The Campanile Foundation, San Diego State University

Mary Ruth Carleton is vice president of University Relations and Development and president and CEO of The Campanile Foundation at SDSU. A former member of the CASE District VII Board of Directors, Mary Ruth has more than 25 years of advancement experience. She currently leads SDSU’s first ever campaign, which has already topped its goal of $750 million. Under her leadership, SDSU has been recognized as one of the top fundraising institutions in the United States for four years in a row, receiving the CASE award for sustained excellence in fundraising.

Christy Cates
Executive Director of Talent and Prospect Management for Development and Institute Relations
California Institute of Technology

Christy Cates is currently the executive director of talent and prospect management for Development and Institute Relations at Caltech. She plays a central role in furthering the organization’s vision of building a world-class advancement organization by establishing and refining comprehensive programs that integrate into all facets of the organization. Her areas of focus include talent acquisition and on-boarding, professional development, staff engagement and retention, prospect research, prospect management, and performance management. Prior to joining Caltech, Christy served as the senior executive director of University Advancement Human Resources at the University of California, Irvine. Before entering the world of higher-education advancement, she held human resource positions with In-N-Out Burger and Pick Up Stix Inc., both privately held, multisite corporations that employ between 800 and 4,000 employees. She earned a degree in political science from San Diego State University and is a member of the Society for Human Resource Management and CASE.

Carmen Ramos Chandler
Director of Media Relations
California State University, Northridge

Carmen Chandler has worked at CSUN in a media relations capacity for more than 20 years and now serves as the director of media relations for CSUN. Previously, she worked as a newspaper reporter for nearly 17 years. Carmen got her first job as a reporter while still in high school. The last paper she worked for was the Los Angeles Daily News, for which she covered Los Angeles’s minority communities while also reporting on higher education and serving as a general assignment reporter. Among the stories she covered were the 1992 Los Angeles riots and the 1994 Northridge earthquake.

Bill Cole
Associate Executive Director of the Alumni Association
University of California, Riverside

Bill Cole has worked in alumni relations for more than 14 years at UC Riverside, which is one of the most diverse campuses in the nation. During that time the alumni population at UCR has doubled, creating unique challenges in engaging young alumni in an ever-changing social media age. Bill oversees the alumni programmatic and engagement activities at UCR, which include advocacy, regional engagement, parent engagement, philanthropy, young alumni engagement, the Student Alumni Association, and alumni career programs.

Kevin Corbett
Executive Director of Learning and Performance for University Advancement
University of Southern California

Kevin Corbett is executive director of learning and performance for University Advancement at the University of Southern California, where he oversees the transition of new advancement employees and is responsible for delivering learning experiences designed to increase engagement and improve performance. Kevin has 15 years of experience working in nonprofit fundraising, the last eight of which he has worked in higher-education advancement. Prior, he held a senior administrative role in alumni relations at The George Washington University, where he managed alumni affinity programs and was liaison to the alumni association's board of directors. Kevin earned his MBA from GW in 2011. He remains involved in his professional community outside of USC through his participation in CASE, Organization Development Los Angeles, and the Advancement Learning Network. He is currently pursuing his coaching certification through the International Coaching Federation.

Polly Crabtree
Director of Alumni Relations
University of the Pacific

Polly Crabtree is director of alumni relations at Pacific. She has more than 15 years of experience in alumni and parent programming in both public and private institutions. Previously, Polly was the associate director for alumni and parent relations at California State University, Chico. In what seems like a past life, she spent many years in retail management before moving on to the glitz and glamour of higher education. 

Laurent “Lo” de Janvry
Chief Director of Development Marketing and Support
Haas School of Business, University of California, Berkeley

Lo de Janvry has been in higher-education marketing and development for more than 15 years. He grew UC Berkeley’s annual giving department to provide direct-response marketing, market research, and data mining and modeling services campus wide. He received his undergraduate degree in economics from UC Berkeley and his MBA from the University of Southern California. Previously, Lo worked in marketing, brand strategy, and operational consulting for Arthur Andersen, Mars & Co., Del Monte Foods, and Prophet brand strategy. In addition to being chief director of development marketing and support, Le serves as a strategy advisor to the development and implementation of Haas’s school-wide strategic plan.

Barney Ellis-Perry
CEO of the UCI Alumni Association and Assistant Vice Chancellor of Alumni Relations
University of California, Irvine

Barney Ellis-Perry joined the UCI Alumni Association in the fall of 2014 with a mandate to work collaboratively with campus leaders and alumni volunteers to ideate a new vision to support the ambitions of UCI. Prior to UCI, he worked in alumni relations and before that in development at the University of British Columbia, Canada’s second-largest and preeminent university. While at UBC, Barney was co-lead on www.startanevolution.ca, Canada’s largest and the world’s first dual-goal campaign for a university. The goal of doubling alumni engagement was met a year early, and the campaign met its goal of raising $1.5 billion on schedule in 2015.

Chris Emery
Director of Scientific Communications and Media Relations
Salk Institute for Biological Studies

Chris Emery is the director of scientific communications and media relations at the Salk Institute in La Jolla, California. He has spent his career communicating science, from reporting on medical and science news at the Baltimore Sun to serving as a science writer and officer of communications and marketing for Princeton University and the Salk Institute.

Briana Ezzell
Assistant Dean for Advancement
Eberhardt School of Business, University of the Pacific

Briana Ezzell has served as a fundraising professional for almost eight years in both nonprofit organizations and higher-education institutions. Her education in organizational behavior and sociology has largely influenced her intimate understanding of the donor. Utilizing this expertise, she has consistently exceeded her fundraising goals and raised a record amount for her unit.

Pamela Ezell
Director of Broadcast and Digital Media
Chapman University

An award-winning television producer with experience in network television and documentaries, Pamela Ezell heads the department of Broadcast and Digital Media at Chapman University. She is responsible for producing approximately 100 strategic-marketing video messages each year. In addition, Pamela is the producer of the broadcast of the university’s annual Wassail Concert, aired on public television stations across the country each holiday season.

Don Fellows
Senior Consultant and Principal
Marts & Lundy

Don joined Marts & Lundy in 2000, bringing with him 20-plus years of fundraising experience. He served the firm as president and CEO from 2006 to 2016. Prior to joining Marts & Lundy, Don was director of development at the University of San Diego and, from 1985 to 1990, associate director of development at the Stanford Graduate School of Business. He has served on the board of CASE District VII and in the San Diego Chapter of the Association of Fundraising Professionals. He currently serves on CASE’s Industry Advisory Board and is a former director of the Giving Institute and its Giving USA Foundation.

Vicki Fleischer
Senior Vice President for Development
University of Arizona Foundation

As senior vice president for development, Vicki Fleischer collaborates with the university’s senior campus leaders to manage fundraising activity for UA’s main campus. As a member of the UA Foundation’s executive senior staff, Vicki coordinates with colleagues to ensure that University Development Program groups are collaborating as one team. Prior to joining the UA Foundation, Vicki served as senior director of development at the Eller College of Management, assistant dean for alumni and development at Seton Hall University School of Law, and assistant dean for external relations at the James E. Rogers College of Law.

Jenny Flynn
Senior Vice President for Development Services
University of Arizona Foundation

As senior vice president for development services at the University of Arizona Foundation, Jenny Flynn leads three services: prospect development, IT and business intelligence, and foundation relations. In 2007 she founded the GIFT Center, a fundraising resource center for faculty and staff, to support efforts for charitable grant-seeking and fundraising. The GIFT Center has helped raise more than $100 million. In 2015, Jenny was promoted to run the new development program and was charged, along with the University of Arizona provost, with co-leading a transformation plan for the program.

Philip Garland
Senior Director of Annual Giving and Stewardship
University of San Diego

Philip Garland is the senior director of annual giving and stewardship for USD and is responsible for donor-relations programs and annual giving for the university and the USD School of Law. He joined USD in 2006 and has worn a few different hats within advancement services and annual giving. Philip cochairs the annual employee giving campaign, but his biggest responsibility is serving as commissioner for the annual Torero Cup competition at the USD employee picnic.

Beth Giudicessi
Director of Media Relations and Strategic Communications
Arizona State University

Beth Giudicessi joined ASU’s office of media relations and strategic communications in 2015; she currently serves as director. Working in higher education and in the technology sector, Beth has held editorial roles and has experience in marketing and public relations. Previously, she has worked with Harvard University, TripAdvisor.com, and the venture capital firm General Catalyst Partners. She is a graduate of the University of Notre Dame, the University of Edinburgh, and the Columbia Publishing Course at Columbia Journalism School.

Angelique Grant
Senior Consultant
Aspen Leadership Group

Angelique Grant is a senior consultant with the Aspen Leadership Group. She has worked in university advancement for more than 22 years, most recently serving as the assistant vice president for development at Florida International University, where she oversaw fundraising for eight colleges and museums. Prior to this, she served as an assistant vice president at FIU’s medical school. Angelique has also held fundraising positions at the University of Miami, Princeton University, and Washington State University, raising more than $100 million in her career. She is a Fulbright Scholar, holding a doctorate in higher education administration, a master’s in communication from Washington State University, and a bachelor’s in journalism from Florida A&M University.

Amy Harmon
Associate Vice President for Principal Gifts and Development
San Diego State University

Amy Harmon is the associate vice president of principal gifts and development at SDSU. A graduate of Berea College in Kentucky, she has more than 16 years of experience in building relationships, sharing organizational stories, presenting opportunities for funding, and asking for other involvement. She has been at SDSU for more than five years and has served in a variety of roles, including building the well-established regional program that maintains strong campus partnerships with enrollment services, career services, parent programs, athletics, marketing and communications, and alumni engagement.

James T. Harris III
President
University of San Diego

James T. Harris III became the University of San Diego’s fourth president on August 3, 2015. With more than 8,000 students from 77 countries and 44 states, USD is the youngest independent institution on the U.S. News & World Report list of top 100 universities in the United States and was recognized by Forbes magazine as one of America’s most entrepreneurial research universities. The University of San Diego is also one of only 37 universities in the world designated as an Ashoka U Changemaker campus. Before becoming president of USD, James served for 13 years as the president of Widener University.

Brent Hathaway
Dean and Ted and Doris Lee Professor of Business
Lee Business School, University of Nevada, Las Vegas

Brent Hathaway is dean and the Ted and Doris Lee Professor of Business in the Lee Business School. He joined UNLV from the University of Wyoming College of Business, where he served as dean for nine years and previously served as interim dean and chair of the management and marketing department. In addition to academic leadership, Brent has extensive experience in the business sector. He served in several executive positions, including as vice president of marketing and sales for aerospace services at Honeywell International, director of marketing for agricultural equipment at Case Corporation, and president and general manager for Concord Inc.

Brent earned a doctorate from the University of Illinois, a master’s degree from Purdue University, and a bachelor’s degree from Utah State University. He has published and presented widely about entrepreneurship, leadership, business sustainability, governance, ethics, and the economy.

Peter Hayashida
Vice Chancellor for University Advancement
University of California, Riverside

Peter Hayashida is vice chancellor for university advancement at UC Riverside and president of the UC Riverside Foundation. He oversees development, alumni relations, strategic communications, and advancement services. Peter previously worked at the University of California, Los Angeles, for 19 years in a variety of roles, including as assistant vice chancellor for external affairs. He earned a bachelor’s in communication studies from UCLA and a master’s in business administration from California State University, Northridge. He is a past CASE trustee and serves as a faculty member for the CASE Summer Institute in Educational Fundraising. He also spent a decade on the board of directors for the Los Angeles LGBT Center.

Dino Hernandez
Vice President for Advancement
Notre Dame de Namur University

Dino Hernandez’s 27 years of experience range from recruitment and fundraising for nonprofit association membership to higher-education advancement. He has worked for Oakland University, the University of Michigan–Flint, Lawrence Technological University, and Sierra Nevada College, and he currently works for Notre Dame de Namur University. A frequent presenter in the profession for both CASE and the Association of Fundraising Professionals (AFP), Dino has presented locally, nationally, and internationally. He served as the cochair of the philanthropy track for CASE District VII (2014–2015) and has served on the CASE Commission on Philanthropy (2011–2014) and the AFP Greater Detroit Chapter as its former president-elect (2013).

Craig Hightower
Vice President and Director, Western Region
Campbell & Company

With nearly 35 years of experience in the nonprofit sector, Craig Hightower heads Campbell & Company’s Western Regional Office. His energy, talent, and entrepreneurial instincts are evident in all of his client work, and his focus on helping clients achieve measurable success drives each project from start to finish. Prior to joining Campbell & Company, Craig served as regional vice president of development for Boys & Girls Clubs of America. In 1992 he joined Children’s Hospital of Orange County to revive a stalled capital campaign to build a new hospital. He later served as chief development officer, overseeing the hospital’s comprehensive development program.

Dylan Houle
Assistant Director of Recent Graduate Engagement
University of San Francisco

Dylan Houle serves USF as the assistant director for recent graduate engagement. He is a proud alumnus of both Fordham University and San Francisco State University and is currently pursuing a Career Advising Certificate from the University of California, San Diego. Dylan lives in San Francisco.

Cheryl House
Senior Director of Development
University of Arizona Health Sciences

In May 2015, Cheryl House joined the University of Arizona as senior director of development for UA Health Sciences. She served as assistant vice chancellor and executive director for the Pima Community College Foundation from 2003 to 2015 and was responsible for the administration of the foundation, including fundraising, financial management, and strategic planning. She was a member of the college’s leadership team. Cheryl also served as director of development for the University of Arizona College of Pharmacy. In 2001 the Association of Fundraising Professionals named her Southern Arizona’s Outstanding Fundraising Executive. Cheryl holds a degree in journalism from Bowling Green State University.

Meriel Hughes
Executive Director of Regional Giving and Campaign Coordination
University of California, Davis

Meriel Hughes is the executive director for regional giving and campaign coordination, leading the university’s Big Ideas Campaign and coordinating the Campaign Steering Committee. In addition, Hughes manages a team of regional directors who raise funds from regions outside of California. Meriel joined UC Davis in January 2015 with 12 years of higher-education development experience. Most recently, she served as senior director of development for the A. B. Freeman School of Business at Tulane University, where she oversaw the funding of a new $35 million building addition and a $12.5 million center for innovation and entrepreneurship. Meriel received her bachelor’s in economics from Tulane University and her master’s in business administration from the Freeman School of Business.

Penelepe C. Hunt
Senior Consultant and Principal
Marts & Lundy

Penny Hunt has more than three decades of advancement experience. In addition to her campaign-planning expertise, she specializes in helping advancement programs attract and retain top talent. Prior to joining Marts & Lundy in 2013, Penny led Northwestern University’s $1.5 billion campaign and the University of Illinois at Chicago’s $650 million campaign. Her book, Development for Academic Leaders: A Practical Guide for Fundraising Success, is an invaluable resource for those who want to increase philanthropic support of their programs. In addition to being senior consultant and principal for Marts & Lundy, she is a member of its board of directors.

Dan Isidor
Executive Director of Principal Gifts
University of California, Davis

Dan Isidor has been working in major gifts for more than 16 years. After starting his career in development at a small liberal arts college in New Jersey, he moved to Pennsylvania State University and spent the next 11 years with the Smeal College of Business and the College of Arts and Architecture. Following his move to UC Davis in 2012 to lead the development effort for the College of Biological Sciences, he has recently moved into the position of executive director of principal gifts, in which he oversees a shift toward a more strategic focus at the top of the pyramid.

Mark Johnson
Senior Director of Media Relations and Strategic Communications
Arizona State University

As senior director for media relations and strategic communications at ASU, Mark Johnson oversees the efforts to tell the stories of the amazing events and people at ASU through traditional media, the university’s own media outlets, and social media channels. His previous experience includes serving as vice president of a large communications firm, director of external relations at the North Carolina Museum of Natural Sciences, and deputy director of communications for North Carolina’s first female governor. A seasoned journalist, Mark served as an embedded reporter with the 82nd Airborne Division during the invasion of Iraq and also covered the earthquake in Haiti.

Kyle Kastranec
Associate Creative Director
Ologie

At Ologie, Kyle Kastranec expertly mixes visual and verbal elements to create effective communications that bring brands to life. He also oversees a wide range of work in a studio of talented writers and designers. His experience includes extensive work for the University of California, Berkeley, the University of Arizona, and the University at Buffalo, as well as at California Lutheran University, Pratt Institute, and Warren Wilson College. He graduated as valedictorian from the highly respected Savannah College of Art and Design, receiving a BFA in graphic design. Kyle is also a regular contributor to the beer and culture website Good Beer Hunting.

Shaun Keister
Vice Chancellor for Development and Alumni Relations
University of California, Davis

Shaun Keister became UC Davis’s first vice chancellor for development and alumni relations in 2011 and currently functions as the campus’s chief development officer, leading a team of more than 220. He is also president of the UC Davis Foundation. Shaun led UC Davis in completing its first comprehensive campaign, raising more than $1.13 billion from 110,000 donors. He now leads the planning for the university’s second, larger campaign. Previously, Shaun served in leadership-development roles at Pennsylvania State University, Florida State University, and Iowa State University. He has a bachelor’s degree in political science from Penn State and a master’s and a doctoral degree in sociology from Iowa State.

Erin Keller
Director of Development
Lee Business School, University of Nevada, Las Vegas

Erin Keller has spent 16 years raising funds for worthy causes. Focusing her time in higher education, she has worked for UNLV for eight years, the last five of which with the Lee Business School. Prior to relocating to Las Vegas, Erin worked in fundraising for Bowling Green State University, the University of Akron, Eastern Michigan University, and Junior Achievement of Stark County, a nonprofit organization in Ohio. She graduated with a degree in journalism and public relations from BGSU in 2000 and completed her master’s in organizational leadership from Gonzaga University in 2013. Erin received the Florence and Jesse Currier Young Professional Award from BGSU in 2011, and she presented at the CASE District VII conference in 2011.

Michele Wray Khateri
Director of Advancement
International School of Los Angeles

Michele Wray Khateri is the director of advancement at the International School of Los Angeles, where she has worked since 2013. She previously held advancement roles at two independent schools in New York: Rockland Country Day School and the Browning School. Michele is no stranger to independent education, having attended Castilleja School, an independent school for girls in Palo Alto, California, where she continues to be involved as an active alumna. She has also worked with numerous educational and human rights organizations both nationally and internationally and is fluent in Danish with a working knowledge of French and Persian. Michelle received her bachelor’s in political science and Scandinavian studies from the University of California, Berkeley and her master’s of international affairs from Columbia University.

Gloria Ko
Director of Academic and Experiential Engagement
Alumni Affairs, University of California, Los Angeles

As director of academic and experiential engagement, Gloria Ko oversees programs that bring alumni and industry leaders to the classroom. In partnership with academic departments and divisions, college development, and campus partners, she leads her team to provide students with skills-based training and real-world insight in various career fields. Her areas of expertise are program development, counseling, and student development. Previously, she served as director of young alumni and student engagement at UCLA Alumni Affairs. She also serves on the CASE District VII Board as the CASE ASAP representative and has an article in the CASE publication Lasting Impressions: Laying the Foundation for Engaged and Philanthropic Future Alumni. Gloria received a bachelor’s degree in communication studies and a master’s in education from UCLA.

Peter Kote
Founder and Chair
Financial Empowerment and Estate Literacy Inc.

Peter Kote is the founder of Professional Fiduciary Services and has been a professional fiduciary since 1996. Prior to this he was a gift-planning professional. He has been involved in raising more than $75 million for various charities. Peter started the planned-giving programs for California State University, Long Beach, and the Orange County Chapter of the American Red Cross and the American Heart Association. He continues to be involved in planned giving through a nonprofit he started called Financial Empowerment and Estate Literacy. Its mission is to assist families in making better financial, estate, and charitable decisions.

Jill Lake
Senior Advance Data and Training Analyst
University of California, Irvine

Jill Lake is a member of the UCI Information Resources Team within University Advancement. She oversees the quality and integrity of the data entered into the prospecting database (Ellucian Advance 9.9.0). Jill has worked at UCI for 10 years. Prior to that she provided marketing support for Chateau Diana Winery and database integrity support for the Mardan School in Irvine. She last presented at the CASE District VII conference in Newport Beach.

Alli Lambert
Senior Director of Development, East Coast Region
University of California, Riverside

Alli Lambert is the senior director of regional development for UC Riverside. She joined UCR in 2014, and prior to that she spent 10 years at Bates College in Lewiston, Maine, holding a variety of advancement positions. Currently, Alli’s development focus is the East Coast as well as overseeing a team of regionally based development officers. Alli and her team work diligently to increase institutional support from alumni, parents, and friends within California and across the United States. She holds a bachelor’s in psychology from Rhodes College in Memphis, Tennessee, and a master’s from Endicott College in Beverly, Massachusetts.

John Lofthus
Associate Director of Alumni Affairs
University of California, Santa Barbara

John Lofthus has more than 13 years of alumni relations experience at his alma mater of UC Santa Barbara. During his tenure at the university, he has directed the UCSB Alumni Association’s family camp, launched a seasonal hotel, grown the university’s alumni weekend into a multiday affair, and built a new philanthropic giving society. He is currently leading the effort to transition the 51-year-old organization away from a paid membership model. John oversees all of the revenue-generating areas of UCSB Alumni, including the family camp program, membership, business development, programs, and fundraising. In his spare time he is an avid trail runner.

Mark Longo
Director of Strategic Initiatives
California Institute of Technology

Mark Longo, director of strategic initiatives at Caltech, collaborates with development stakeholders to plan and facilitate process improvements and strategically identified, cross-functional projects. His areas of focus include benchmarking, project management, and board-meeting support. Previously, Mark was the deputy director of Strategic Development Services at Georgetown University and led the development operations teams at the National Geographic Society and the National Trust. He received a bachelor’s degree from Bentley University, a master’s degree from Georgetown University, and a certificate in project management from Caltech. Mark has presented at CASE, Academic Impressions, and other industry conferences.

Jeff McClellan
Director of Publications & Graphics
Brigham Young University

As director of BYU Publications & Graphics, Jeff McClellan leads a team of editors and designers in helping the university communicate with key audiences. From magazines to fundraising reports to websites to commencement programs, the department produces about 500 projects a year, including the university magazine, six college magazines, and BYU Speeches, a website with nearly 1.5 million users per year. Jeff was the editor of BYU Magazine for more than 15 years and has written or edited numerous articles that received CASE writing awards. He enjoys creative collaborations with talented people and finds satisfaction in producing publications that have an impact on individual lives and on the university. He has degrees from BYU and Northwestern and enjoys running and outdoor activities. He and his wife, Christine, have two daughters.

Dee Dee Mendoza
Managing Director, West Coast Advancement
Dartmouth College

Dee Dee Mendoza is the managing director of West Coast Advancement for Dartmouth College, where she works largely with alumni in startups, venture capital, and adjacent industries. Prior to this, she was founding senior director of innovator engagement at UC Berkeley, where she led the team that built the Berkeley Founders’ Pledge and related projects. A believer in the power of university entrepreneurial ecosystems, Dee Dee feels that all institutions can build philanthropic value with savvy, targeted, and cost-effective efforts.

Tracy Mills
Marketing Director
Haas School of Business, University of California, Berkeley

Tracy Mills is a results-driven marketing director with more than 15 years of experience in fundraising. She oversees all direct-response marketing, campaign communications, and case for support positioning for the Haas School of Business. Previously, she served as the director of development for global health at the University of California, San Francisco, and as the marketing director at the American Himalayan Foundation, a nonprofit dedicated to helping people in Nepal, Tibet, India, and Bhutan. Tracy has received several marketing awards and is a published author and experienced presenter. In 2015 she received a CASE Crystal Apple award.

Jeff Minhas
Executive Director of Alumni Relations
University of California, Irvine

Jeff Minhas serves as the executive director of Alumni Relations at UCI. He helps lead alumni engagement initiatives with 170,000 alumni for the UCI Alumni Association. He focuses on building meaningful relationships with alumni, enriching their lives and engaging them in the lifelong advancement of the university. In his role Jeff oversees marketing, communications, events, alumni chapters, regional engagement, young alumni engagement, student engagement, career services, finance, and administration.

David Moore
Assistant Vice President for Legacy Planning
Chapman University

David Moore serves as assistant vice president of legacy planning at Chapman University, working with alumni and friends of the university to establish a meaningful legacy. This is often done using gift-planning tools such as bequests, gift annuities, charitable trusts, and life insurance. David meets with people, learns what is important to them, and then helps them advance their values and priorities. He has more than 22 years of experience working in advancement for higher education, having worked in alumni and parent relations, annual giving, major gifts, and gift planning.

Adam Napolitan
Codirector of Web and Interactive Media, Lead Information Architect, and Search Engine Specialist
University of California, Davis

Adam Napolitan specializes in digital strategy for large and complex environments. He works in the central communications office for UC Davis doing strategic communications. Adam develops digital strategy and provides consultation to communicators and IT staff throughout the university, and he and his team manage top-level digital assets. Adam is also an experienced public speaker and has developed many keynote presentations for public figures and those in executive leadership. With a background in technology, marketing, and communications, he has become a go-to resource for many disciplines within digital strategy and public speaking.

Robert J. Nava
Vice President for University Advancement
San Francisco State University

Robert Nava is vice president for university advancement at SF State and is president of the San Francisco State University Foundation. Prior to coming to SF State, he held various senior leadership positions at the University of California, Riverside, and at the University of Texas at El Paso.

Sean Nealon
Senior Public Information Officer
University of California, Riverside

Sean Nealon is a senior public information officer at UC Riverside, where he covers science and agriculture research. Prior to UC Riverside, he worked for nine years as a newspaper reporter in New York and California. He has a master’s degree in journalism from Columbia University and undergraduate degrees in sociology and communications from the State University of New York at Buffalo.

Patricia Châu Nguyễn
Senior Director of Diversity Programs, Alumni Affairs
University of California, Los Angeles

Patricia Châu Nguyễn serves as the senior director of diversity programs. For the past 10 years she has served in multiple roles in diversity and inclusion work, multicultural affairs, and higher education. Most recently, she served as the first assistant dean of students and as the founding director of the Asian and Asian American Center at Cornell University. She has presented at conferences and consults nationally. She also serves as a founding member of Racial Aikido, an affinity-based identity retreat for students of color who attend predominantly white institutions. Patricia is an alumna from the University of Vermont and the University of California, Santa Barbara. She pushes for greater diversity at institutions of higher education and hopes to engage all members of the university, including alumni, to build inclusive campus communities.

Scott Nichols
Director of Digital Communications
The Webb Schools

Scott Nichols is the director of digital communications at Webb. In his seven years at Webb, he has been omnipresent on and off campus with his camera, documenting student life and the natural beauty of southern California. His weekly photo journal, The Week @ Webb, has delighted students, parents, and alumni for many years and is consistently one of the best-read pages on the school’s website. The Week @ Webb was his second redesign at Webb and his first as the project lead. Outside of work, Scott enjoys gardening, watching sunrises with his newborn and early-rising four-year-old, and rebutting Joe Woodward’s taste in “the cinema.” 

Jeff Noblitt
Associate Vice President of Marketing and Communications
California State University, Northridge

Jeff Noblitt has served as associate vice president of marketing and communications at CSUN since 2013. His high-achieving marketing and communications teams have received more than 150 awards from a variety of organizations, including CASE and the Higher Education Marketing Report. Prior to working at CSUN, Jeff was the executive director of marketing and communications at Waubonsee Community College, vice president at Cambridge Educational Services, and assistant managing editor at the Richmond Register, a daily newspaper in Richmond, Kentucky. He holds a bachelor’s in communications from Loyola University Chicago and a master’s in integrated marketing communications from Roosevelt University.

Tim O’Malley
Vice President for University Relations
University of San Diego 

Tim O’Malley currently serves as the vice president for university relations at USD. Prior, Tim served, notably, with the University of Portland, Washington State University, and Pacific University. Additionally, he has served on numerous boards, including for CASE Districts VII and VIII, the Burn Institute of San Diego, the Forest Grove Chamber of Commerce, Hospice of Southeastern Washington, the WSU Foundation, St. Mary’s School Foundation, and Valley Catholic School. Tim earned his bachelor’s from the University of Portland, his master’s from California State University, East Bay, and his PhD from the University of Oregon.

Katrina Onderdonk
Director of Talent Management for Development and Institute Relations
California Institute of Technology

Katrina Onderdonk has an extensive background in various executive search and leadership roles in both corporate and nonprofit settings, most recently joining Caltech as director of talent management for Development and Institute Relations. Prior to joining Caltech, she was a search consultant with S. Benjamins & Company, and she began her recruiting career at Banc of America Securities and Gap Inc. Katrina holds a BS in psychology from the University of California, Berkeley, and is very active in the Los Angeles community, having served as president of the Junior League of Pasadena and as a board member of several nonprofits.

Malia Peters
Director of Scholarship Development and Administration
University of Hawaii Foundation

Malia Peters started her career in philanthropy from the bottom up and is now the director of scholarship development and administration at the University of Hawaii Foundation, where she has held various positions for the past 18 years. Malia and her team work in partnership with the university to administer more than 1,700 different student-aid accounts while also collaborating with development staff to oversee funds raised and funds being paid out. The UH Foundation raises approximately $30 million for student aid annually and pays out $10 million per year to students. Malia and the UH Foundation will soon embark on their third comprehensive campaign. As a native Hawaiian, Malia considers herself a “home-grown” product and truly values the “grow your own” philosophy.

Caty Perez
Interim Associate Vice President for Development
California State University, Fresno

Caty Perez serves as interim associate vice president of development at Fresno State. She spent her first 12 years at Fresno State working for the Craig School of Business and subsequent years in the Lyles College of Engineering, the College of Science and Mathematics, and the College of Social Sciences. She works on major gifts, planned gifts, and volunteer leadership. Caty has a bachelor’s in applied mathematics with a minor in business leadership from Fresno Pacific University and a master’s in education leadership from California State University, Fresno. Caty is married to Alex and has a four-year-old son, Jack.

Mort Peyvandi
Data Systems Analyst for Development and Alumni Relations
University of California, Merced

Mort Peyvandi has been working for UC Merced as a data systems analyst, supporting Development and Alumni Relations, since February 2014. He was one of the project team leaders for UC Merced when they launched their new giving site (giving.ucmerced.edu) and continues as the day-to-day administrator of the site. Prior to joining UC Merced, Mort was employed at AOL in New York as a support manager and salesforce administrator.

Trity Pourbahrami
Director of Communications, Division of Engineering and Applied Science
California Institute of Technology

Trity Pourbahrami is responsible for the overall communications strategy and the implementation of that strategy for the Caltech Division of Engineering and Applied Science. She also leads a communications center—which includes the Jet Propulsion Laboratory—that addresses public relations, communications, and marketing needs. In addition, she is the editor of ENGenious, a magazine that has been recognized with CASE VII silver and gold awards of excellence. Prior to joining Caltech, Trity worked for clients such as the UCLA School of Law and the Western Justice Center. She obtained undergraduate degrees in physics and physiology from the University of British Columbia and a master’s degree in social welfare and public administration from the University of Hawaii.

Andy Reeher
President and CEO
Reeher

Andy Reeher helps leading universities improve the efficiency and effectiveness of their fundraising efforts. Before consulting within the higher-education community, Andy served in a variety of management roles at Deluxe Corporation, where he spearheaded brand management, product management, distribution strategy, direct marketing, internal and external communications, public relations, strategic organizational development, and consumer technology delivery efforts. He left Deluxe in 2001 to join the consulting firm Core Group, where he was introduced to the fundraising practices of and donor behavior for the nation’s universities. Andy is a frequent presenter on higher-education fundraising topics and has contributed to Currents magazine.

Peter Robertson
Director of Development for the Alumni Association
California State University, Fresno

Peter Robertson is the director of development for the Fresno State Alumni Association. He holds a BA, MA, and MBA from Fresno State. Peter established the Rainbow Alumni and Allies Club and has won two CASE District VII Gold Awards and a CASE National Silver Award. As a student he was the founding member of United Student Pride, cofounder of Fresno Reel Pride LGBTQ Film Festival, and grand marshal for Fresno’s inaugural Rainbow Pride Parade. As an employee, he has been presented the Fresno State Top Dog Alumnus Award, the Spirit of Service Staff Award, and the U.S. President’s Volunteer Service Award. In addition, he was inducted into the honor society of Phi Kappa Phi and was selected as the keynote speaker for Fresno State’s inaugural LGBTQ Graduation Recognition ceremony.

Vince Sales
Vice President for University Advancement
California State University, Sacramento

Vince Sales currently serves as vice president for university advancement at Sacramento State. In this capacity he oversees fund development, advancement communications and stewardship, and alumni relations. He also serves as an executive officer for the University Foundation at Sacramento State. Vince previously worked for Stanford University as director of development—Asia/Pacific and held development positions at San Francisco State University. His community work includes previous service on the board of directors of Asian Resources Inc. (Sacramento) and Horizons Foundation (San Francisco). He currently serves on the board of directors of Asian Pacific Americans in Higher Education.

Angela Scales
Senior Director of Young Alumni and Student Engagement
University of California, Los Angeles

Angela Scales is the senior director of Bruin Connections. She leads a team of professionals, students (with the Student Alumni Association), and alumni in the planning and execution of large-scale campus traditions, alumni career programs, and academic and experiential initiatives. She oversees a team of 16 people that organizes a myriad of programs at UCLA. As a member of the senior staff, she also participates in strategic planning and leadership development across the organization. Angela started at UCLA Alumni Affairs in 2005 and previously worked with both the student relations and alumni scholarships teams. Before joining the staff at UCLA, she worked for Laufer Green Isaac, a strategic marketing and communications firm. A graduate of UCLA, Angela holds a bachelor’s degree in communication studies.

Leslie Schibsted
Associate Vice President for Development
San Diego State University

Leslie Schibsted is a fundraising professional with a proven track record that spans 20 years, including 10 years in higher education and 10 years in campaign consulting with nonprofits across the country. She currently serves as the associate vice president for development at San Diego State University.

Heather Schlossnagle
Producer of Broadcast and Digital Media
Chapman University

A distinguished director and producer with awards for her work in television and on the web, Heather Schlossnagle is a producer in the department of Broadcast and Digital Media at Chapman University. Focusing on strategic marketing, she directs and produces fundraising videos, alumni profiles, content for the university’s YouTube channel, and television broadcasts. Heather earned her MFA in film production from Chapman University.

Jacob Schroth
Associate Director of Leadership Support
Haas School of Business, University of California, Berkeley

Jake Schroth has been in higher-education development and alumni relations for three years. At the Haas School of Business, his focus has been to identify, qualify, and solicit prospects within the annual fund and move potential major-gift prospects through the pipeline. As a result of raising $500K and $100K commitments, he is coleading part of a five-year strategic plan to identify and engage new prospects. Prior to higher education, Jake worked in the hotel industry doing business development and marketing. He is a Bay Area native and studied at San Francisco State University. He has lived in Japan, where he gained a nationally certified level of proficiency in Japanese.

Marie Schultz
Assistant Vice Chancellor for Development
University of California, Riverside

Marie Schultz is the assistant vice chancellor for development, overseeing unit-based development efforts. She has more than 18 years of higher-education fundraising experience, holding various positions at UCR in advancement services, annual giving, and unit and regional frontline fundraising. Currently she leads a team of 10 unit-based gift officers in developing robust fundraising programs that align with the ambitious goals and priorities of the university’s first comprehensive fundraising campaign. Marie is a UCR alumna with a bachelor’s in environmental science from the UCR College of Natural and Agricultural Sciences and a master’s in business administration from the University of Redlands.

Matthew Schulz
Director of Engagement
California State University, Fresno

A native of Fresno and a two-time graduate of Fresno State, Matthew Schulz holds a bachelor’s degree in communication as well as a master’s degree in communication and organizational leadership. He has 14 years of experience in relational marketing, sales and communications, and operations. As the director of engagement, Matt focuses on identifying ways to provide meaningful opportunities for alumni to stay connected with their alma mater, with each other, and with students. He focuses on developing long-lasting relationships with alumni and current students.

Zachary Smith
Senior Director of Development
Rady School of Management, University of California, San Diego

Zachary Smith is the senior director of development for the Rady School of Management at UC San Diego. He leads the efforts of the external relations staff, covering major/principal gifts, alumni affairs, donor relations, events, and stewardship, and he works directly with the dean to provide strategic direction as the university readies for its next comprehensive campaign. Zachary cultivated his passion for higher education at Portland State University, where he earned a bachelor’s degree in criminology and criminal justice while minoring in civic leadership. He is currently pursuing a master of business administration at the Rady School of Management.

Peter Smits
Vice President Emeritus
California State University, Fresno

Peter Smits is vice president emeritus at Fresno State. With more than 40 years of experience in the advancement arena for higher education, he has extensive expertise with fundraising, campaigns, alumni relations, communications, and foundation management. He is currently a senior consultant with The Phoenix Philanthropy Group and a senior fellow at CASE International. While on the CASE District VII Board of Directors and its executive committee, Peter served as a member of the CASE Commission on Philanthropy, as the most senior vice president in the California State University system, and as the inaugural chair of the CSU Council of Vice Presidents. He was president of the Central California Chapter of the Association of Fundraising Professionals and was a recipient of that chapter’s Fundraising Executive of the Year award. He recently received the CASE Tribute Award.

Daniel Steyer
Graduate Intern in Alumni Engagement
University of San Francisco

Danny Steyer works as a graduate student intern for the Alumni Mentor Program in the Office of Alumni Engagement at USF, where he is currently pursuing his master’s degree in higher education and student affairs. Danny is an alumnus of Whitman College and currently lives in the Bay Area.

Danielle Harvey Stinson
Assistant Vice President for Alumni Relations
University of Southern California

Danielle Harvey Stinson is the assistant vice president for alumni relations at USC, a private research institution located in the heart of Los Angeles. She leads a diverse team responsible for engaging alumni through programs such as the USC Women’s Conference and the LGBT Alumni Association, as well as through reunions, regional clubs and chapters, industry networks, and generational groups. With more than 12 years of experience in alumni relations, Danielle has a proven track record for success in program development and organizational leadership. Her passion for teaching has aided her ability to recruit, coach, and mentor countless professionals.

Mark Stuart
President
Foundation of San Diego Zoo Global

Mark Stuart leads a staff of 65 for San Diego Zoo Global’s Development and Membership Department. SDZG raises approximately $85 million in gifts, pledges, and memberships each year and maintains 500,000 adult members and 130,000 child members, all up for renewal each year. The foundation is in the final year of its first-ever comprehensive campaign (with a $400 million goal). Mark is on the faculty of National University’s Sanford Institute of Philanthropy, and in addition to teaching on fundraising, he edited a new textbook, Cause Selling, on how to be an outstanding fundraiser.

Richard Tollefson
Founder and President
The Phoenix Philanthropy Group

A current member of the CASE District VII Board of Directors, Richard Tollefson is founder and president of The Phoenix Philanthropy Group, an international consulting firm serving nonprofit organizations. Before founding Phoenix Philanthropy in 2004, he was vice president for Institutional Advancement at his alma mater, Thunderbird School of Global Management. With nearly 30 years of extensive fundraising, alumni relations, and advancement management experience, he has successfully guided many acclaimed institutions, including the University of Arizona, Arizona State University, Master Chorale of Orange County, and the Joffrey Ballet. Richard was the 2015 recipient of Social Venture Partners’ highest honor, the Paul Shoemaker Leadership Award, and was named the 2001 Outstanding Fundraiser of the Year by the Greater Arizona Chapter of the Association of Fundraising Professionals.

Krista Voth
Director of Annual Giving
University of Arizona Foundation

Krista Voth is the director of annual giving at the University of Arizona Foundation. She came to UA in May 2015 after leading the annual giving program at Wichita State University for nine years. She oversees the direct mail and telephone outreach programs, which raise funds for units across campus and connect with more than 45,000 UA alumni, parents, and friends each year. Her team also leads UA’s crowdfunding initiative to help students, faculty, and staff with online fundraising projects.

Mary Wallmark
Coordinator of Student Life and Leadership
California State University, Chico

Mary Wallmark is an alumna of Chico State and a member of the Chico State Alumni Association Board of Directors. She is currently the coordinator for student life and leadership at Chico State. Mary has more than 25 years of experience working in higher education in the areas of student life, athletics, and recreational sports. She uses her knowledge and connection to the student affairs side of education to work on student-centered projects or partnerships with the current college demographic. Her favorite challenge is to use her experience and creativity to turn a no into a yes whenever possible.

Michele Wanner
Associate Vice President of Development
Chapman University

Michele Wanner is responsible for strategic vision, planning, and implementation and leads a dynamic team of development and engagement professionals. She promotes strong collaboration within the development and marketing teams and encourages storytelling through various mediums, including videos, websites, email newsletters, social media, and print collateral.

Justin Ware
Vice President of Digital Fundraising Strategy
ScaleFunder

Justin Ware is the vice president of digital fundraising strategy with ScaleFunder, an online fundraising platform that provides giving days, crowdfunding, online ambassador programs, and other major giving tools for higher-education institutions. He brings nearly 15 years of digital fundraising and communication experience to ScaleFunder. Most recently Justin was with the consulting firm Bentz Whaley Flessner (BWF), where he helped more than a dozen higher-education institutions plan and launch six- and seven-figure online giving days. Prior to BWF, he spent three years building the University of Minnesota’s first social media strategy and then left to start his own digital-media company. Before higher education, Justin was a reporter and producer of television and Internet news.

Ray Watts
Associate Vice President for Development
University of Redlands

Raymond W. Watts is associate vice president at the University of Redlands, serving the university since 2002. He manages the development team at the university and oversees all university philanthropic outreach efforts, working closely with trustees and the president to achieve organizational goals. Ray received a bachelor’s degree in English literature from Loyola Marymount University and a master’s in business administration with an emphasis in management from LMU. He is also an adjunct faculty member in the University of Redlands School of Business, teaching classes on management and leadership and working closely with students on their capstone projects.

Mirko Widenhorn
Senior Account Manager and Strategic Consultant
iModules Software

Mirko Widenhorn is a senior account manager and strategic consultant with iModules Software, where he helps institutions develop and refine engagement goals and strategies. Previously, he served as the director of Alumni Relations at Wilkes University in Pennsylvania. He has additional higher-education experience in both communications and student affairs. Mirko is currently completing his EdD at Wilkes in higher-education administration with a focus on alumni engagement and financial support.

Peter Wilch
Vice President for Development
University of San Francisco

Peter Wilch serves at USF, where he heads all fundraising as vice president for development, a position he has held since June 1, 2012. Peter initiated an assessment of the university’s fundraising operation and made a series of recommendations on staffing and infrastructure for sustained revenue growth. The expansion plan focused on improved constituent engagement, pipeline development, and infrastructure improvements. In the early stages of the plan’s implementation, USF experienced consecutive record-breaking fundraising years, secured the largest gift from an individual in institutional history, and had seven members of the development team close gifts of $1 million or greater. Before arriving at USF, Peter served as vice president for Alumni and College Advancement at his alma mater, Cornell College.

David Woodruff
Associate Vice President and COO for Resource Development
Massachusetts Institute of Technology

David Woodruff is associate vice president and COO for resource development at MIT, and he has served in this capacity since June 2012. He oversees operations of a development office that raises more than $500 million per year. MIT recently launched the public phase of its $5 billion Campaign for a Better World. David has also held fundraising leadership positions at the Harvard T.H. Chan School of Public Health and Massachusetts General Hospital, and he has worked on three successful multibillion-dollar campaigns. David holds degrees from MIT, Stanford University, and Babson College. He is also a certified fundraising executive.

Joe Woodward
Director of Strategic Communications
The Webb Schools

With more than 25 years of experience in advancement and marketing and communications, Joe Woodward is currently the director of strategic communications at Webb. A four-time finalist and two-time winner of the Los Angeles Press Club Award, he is also the author of Alive Inside the Wreck: A Biography of Nathanael West. His journalism has appeared in the Los Angeles Times, the Huffington Post, the San Francisco Chronicle, and elsewhere. Joe is a big fan of the cinema, single-handedly championing such underrated films as The Bling Ring and Finding Vivian Maier.