We’re extremely grateful for the generosity and expertise of our 2022 presenters, moderators and panelists. We’ll have more than 30 in all!
🍎 = Returning Conference Faculty Member!
🍏 = First-Time Conference Faculty Member!
Speakers aren’t likely to change… But they might.
Bob Burdenski (Conference Co-Chair) 🍎
Bob Burdenski is an internationally-recognized annual giving and engagement programs consultant for schools, colleges and universities. Bob is the author of three CASE books: Innovations in Annual Giving: Ten Departures That Worked, which presents ten U.S. case histories of advanced annual giving strategies; More Innovations in Annual Giving, Ten Global Departures That Worked, which features case histories from institutions around the world; and Online Innovations in Annual and Regular Giving, Ten Dozen Departures That Worked. In 2013, Innovations in Annual Giving was published by Fudan University in Shanghai, becoming the first CASE book translated into Chinese. Bob is a recipient of the CASE Crystal Apple Award for Lifetime Teaching Excellence as ranked by his audiences. He has educated (and entertained) at presentations throughout North America, Europe, Asia, and Australia, including 20 times on the faculty of the CASE Europe Annual and Regular Giving Conferences and Masterclasses. He presented CASE’s first-ever annual giving training programs in India, Japan, Ireland, Singapore, Hong Kong, New Zealand and Australia, and he is also a frequent contributor to CASE’s Online Speaker Series on the subject of annual and regular giving. Bob served for three years as Chair of the CASE Institute for Senior Annual Giving Professionals, and was named a CASE Laureate in 2019 in appreciation of his years of volunteer service to the profession. Since 2002, Bob has served as the moderator of FundList, the largest fundraising e-mail discussion listserv in the world, with thousands of development professional subscribers.
John Taylor (Conference Co-Chair) 🍎
John is the Principal of John H. Taylor Consulting, LLC, an independent advancement consulting practice. He has served in various consulting capacities since 1994. Between 2008-2013 John was Associate Vice Chancellor for Advancement Services and Interim Campaign Manager at North Carolina State University. He previously served as Vice President for Research and Data Services at CASE. Before that, John was Director of Alumni & Development Records at Duke University for nearly 15 years. He holds a BA in Mass Communications and Socio-Political Change from Vanderbilt University and a Certificate in Nonprofit Management from Duke University. John formed one of the largest advancement-related listservs in the world, FundSvcs, with roughly 4,000 subscribers. He has spoken at hundreds of conferences internationally, receiving the CASE Crystal Apple Award for outstanding teaching. John is founder, current member, and former President of the Board of the Association of Advancement Services Professionals (aasp). He received the aasp Jonathan Lindsey Lifetime Achievement Award in 2012. CASE distinguished John as a CASE Laureate in 2019. John was the editor for all three editions of the CASE Advancement Services book and served in various editorial capacities for the 3rd & 4th editions of the CASE Guidelines and the 1st edition of the CASE Global Reporting Standards, published in 2021. John resides in Durham, NC, with his wife and children.
Tyrell Warren-Burnett 🍎
Tyrell Warren-Burnett has worked as the senior director of annual giving at the Oregon State University Foundation since August 2017. Prior to coming to the OSU Foundation, Mr. Warren-Burnett worked at Washington State University Foundation for 5 years, wherein he served as the director of annual giving. Along with co-founding – and serving as president 10 years – Blu and Black Dj Services, Warren-Burnett was presented with several awards: 2017 CASE District VIII Communications Bronze Award, Specialty Piece, the 2017 CASE District VIII Communications Gold Award, Direct Mail & Advertising for Fundraising and the District Faculty Star – District VIII Conference 2017. Starting in May of 2019, Mr. Warren-Burnett was welcomed onto the CASE District VIII Board and will serve as the chair of the 2021 District VIII Conference. He received his Bachelor of Science in Retailing from Michigan State University and received his Master of Business Administration in Marketing from Ashford University.
Meagan Bataran 🍎
Meagan Bataran is the Director of Development at Oregon Symphony.
Tammi Burkhardt 🍏
Tammi Burkhardt is an Assistant Director of Business Intelligence at the Oregon Health & Sciences Foundation. Tammi has worked in the higher-education and non-profit industry for over 25 years as both a business and reporting analyst and a project manager. Currently, she is responsible for creating and maintaining a suite of ad-hoc and delivered reports and helping to develop a self-service reporting environment for Foundation staff. Tammi has demonstrated skill in translating functional concepts into technical language and managing both technical initiatives and implementations. Tammi is a strong proponent of communicating the importance of data integrity, data cleanliness and data accuracy. Tammi holds a MA in Applied Information Management from the University of Oregon.
Colleen Cook 🍎
Colleen Cook is the Director of Operations at Vinyl Marketing, where she’s known for making things happen. A true rockstar at keeping the rest of the team on track, her incredible talents are on display every day—from directing operations to client relations, she brings an incredible work ethic and level of intelligence to every challenge that arises. With a professional background in non-profit leadership, fund development, and marketing, Colleen takes that experience and pairs it with inventive, modern digital marketing strategy to help clients achieve record-breaking results.
Jessica Day 🍏
Jessica Day is the Development Operations Manager for Mercy Corps, an international relief and development organization. She oversees a team of data professionals and operations required to process and reconcile $70M+ annually in private revenue transactions. With an eye toward streamlining processes, creating greater consistency, and documenting everything along the way, Jessica enjoys the organizational aspect of managing more than 25 payment gateways while juggling multiple donor databases and vendor partnerships. Jessica has a decade of experience in the nonprofit/NGO sector, including her work at the Nonprofit Association of Oregon, where she helped connect nonprofits across the state to resources they needed to become more effective and compliant organizations – from board governance to gift management to tax issues. Jessica holds a Master of Science in International Development from the University of Edinburgh. She has provided research in the sector on behalf of the Scottish Catholic International Aid Fund and has had articles on financial inclusion published in a variety of online news sources, including The Christian Science Monitor.
Melanie Ellis-Roach 🍏
Melanie Ellis-Roach is a Donor Experience Officer at the Oregon State University Foundation.
Emily Etzkorn 🍏
After spending over a decade in the higher education fundraising space, Emily Etzkorn joined VanillaSoft as a Fundraising Evangelist, bringing with her a background in annual giving, engagement centers, and phonathons. In her role at VanillaSoft, Emily is working closely with fundraising clients and promoting VanillaSoft within the fundraising world.
Amy Everson 🍏
Amy serves as the Data Specialist in the Development department at The Oregon Humane Society. Her tenure at the Humane Society is 11 years and counting! In her current role, she is charged with OHS’s data hygiene, SOP management, and gift processing supervision. One benefit of working at the shelter is that she is surrounded by animals on a daily basis.
Amy is a born and bred Oregonian, an alumna of Portland State University with a Bachelor’s in Political Science and a minor in Business, and a member of AASP. Her 17+ years of experience in the non-profit development realm include experience with Raiser’s Edge, Exceed, and Salesforce CRMs. She enjoys using her knowledge to ensure that the data in Salesforce is as accurate as possible so the wonderful donors to Oregon Humane Society can make the impact they desire through the organization.
Julie Feely 🍏
Julie Feely is the Director of Philanthropy at Oregon Public Broadcasting (OPB), where she’s been a fundraiser for the past twenty years. Prior to OPB she was at Reed College for ten years, including seven years as Director of Annual Giving.
Nicholas Harvey 🍎
Nick Harvey is the Assistant Director Of Annual Giving – Digital and Phone Campaigns at Western Washington University. As a student caller for three years Nick has a great understanding of what makes an effective call to university prospects. It also gave him time to reimagine how Western Washington University’s Phonathon could be so much more, and thus the WWU Engagement Center was born when he filled the role of assistant director of annual giving. Changes to the structure of the program, methods of engagement, the ask, and training tweaks have made a positive difference so far for the university he and his student employees love to help support.
Tawny High 🍏
Tawny High is Product Owner/Team Lead at UC Davis.
Amanda Hoskins 🍏
Amanda is currently the Assistant Vice President of Advancement Services at the Oregon Health and Science University Foundation, where she oversees the operations for 5 teams, including: Annual Giving, Business Intelligence, Information Technology, Office of Gift Administration, and Research Prospect Management and Analytics. In this role, Amanda helped to launch a comprehensive Grateful Patient/Families program that spans hundreds of clinical areas at OHSU. Additionally, she serves on the Leadership Team, where this group sets and guides the organizational strategy to accelerate fundraising, tighten donor relations, and expand community partnership/visibility with OHSU and Oregon. Amanda previously served on the Senior Leadership Team of the University of Utah’s Health Sciences Advancement Office. During her tenure, the team successfully hit their targeted goal of raising over $1B in Health areas in association with the “Imagine New Heights” capital campaign. With this campaign, Amanda also led the transition of University of Utah Health’s Advancement Operations to a new CRM to support the institution’s ambitious data driven goals and build a robust ecosystem for sustained success.
Anne Ibach 🍏
Anne Ibach is the Senior Director of Membership at Oregon Public Broadcasting (OPB). An experienced professional with a dedication to the mission of public media and a strong track record in building strategic data driven programs to grow member acquisition, retention, and revenue, Anne has extensive experience raising money to support non-profit media. Majority spent building strong membership programs to support the missions of public media organizations. With a strong dedication to effective investment in donor acquisition and a corresponding focus on retention, she has built a data savvy membership team who have driven the growth of the OPB member rolls from 105,000 to 159,000 in 10 years. She also leads the strategies to grow OPB’s Sustainer (recurring giving) program from 6,000 to nearly 100,000 in the same time frame. Program growth has more than doubled Membership revenue over the last ten years.
Ross Imbler 🍎
Ross is the Development Services Manager at the Oregon Humane Society. He began at OHS in September of 2017 as the Annual Giving Manager before transitioning to his current role in 2021. Previously, Ross worked as the Director of Annual Giving for Lewis & Clark Law School and in the Office of Development and Alumni Relations at the University of Alaska Fairbanks. Ross is a two-time UAF alumnus with a B.A. in Sociology and an M.A. in Professional Communication and is a graduate of the Harvard Business Analytics Program.
He is the recipient of the 2020 USPS Mailing and Digital Innovation Award (Western Area) and the CASE VIII 2016 Rising Star in Philanthropy. Always innovating, Ross is proud to fill a data-focused niche within fundraising, knowing that the fruits of his work are saving animal lives, every day.
Jennifer Liu-Cooper 🍏
Jennifer is the Director of Gift Administration at the Oregon State University Foundation. Her 30+ years of career experience have included overseeing Advancement Operations at the University of Delaware and Vanderbilt University, Directing Prospect Development at the University of Oregon Foundation, serving as interim Director of Gift Processing at Caltech and Georgetown University, and delivering Advancement Services consulting services to a wide variety of non-profits. Her career theme has been ‘practices that are best for the people and purposes they serve.
Chelsey Megli 🍏
Chelsey Megli is the Chief of Staff for Advancement at the University of Oregon. There, she leads the organizational strategy for the division and manages the operations teams responsible for recruitment, career planning, professional development and training, organizational development, employee relations, facilities, budget management, and contracts and procurement. From interns to deans to vice presidents, she has coached, advised, and trained a broad spectrum of development professionals. Chelsey has more than a dozen years of experience in training, organizational development, culture-building, and strategy in the non-profit sector. As a leader in research and discourse on the topic of talent management in development, she is a regular presenter/keynote speaker and has been featured in several publications, including CASE Currents, the Chronicle of Philanthropy, the Chronicle of Higher Education, and the Association of Healthcare Philanthropy.
Felicity Meu 🍎
Senior Director of Partner Success at GiveCampus. Felicity Meu is 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 a project dedicated to taking a deep dive into better understanding the needs of millennial donors. Currently she serves as Director of Partner Success for GiveCampus where she continues to work against her goal of helping more people be more generous more strategically.
Caroline Oblack 🍎
Caroline Oblack is Senior Director of Research, Prospect Management, and Analytics at Oregon Health & Science University Foundation. Caroline has more than 20 years of experience in the areas of fundraising and prospect development. Prior to OHSU Foundation, Caroline worked for WealthEngine, Inc., American Red Cross – National Headquarters, Rady Children’s Hospital in San Diego, and as an independent consultant. Caroline’s volunteer experience includes previously serving on the Apra International, Apra-NW and Apra-VA boards. She served as Chair of Apra’s Prospect Development Conference in 2016. Caroline is also a member of CASE and AHP. Caroline earned her Bachelor’s degree in Education from the University of Oregon and her Master’s degree in Education from Strayer University. She has been married to her high school sweetheart for more than 20 years and they have two teenage sons.
Kristi Pease 🍏
Kristi Pease is the Senior Director of Annual Campaign Operations at the University of Nebraska Foundation. She has 20 years of annual giving experience and leads the development, production, and execution of integrated annual campaigns for the University of Nebraska–Lincoln. Kristi is always looking for new and exciting opportunities for donors to support UNL, and this has contributed to an increase in the number of donors to her program. This past fiscal year, UNL had a 14% growth in number of donors and a 25% increase in the number of new donors who made a gift. In her free time, Kristi enjoys hiking with her husband and spending time with their two dogs, Jax and Charlie. She is also an avid moviegoer of independent films.
Sara Pond 🍏
Sara is the Vice President of Client Development at MCR, Inc. She is a philanthropic leader with a 20-year career serving educational and non-profit sectors with special focus on pipeline development. Her experience details leading teams, targeted marketing and communications, technical strategy, artful storytelling, and qualitative analysis to build the donor pipeline and raise revenue. She is passionate about helping organizations provide economic mobility, access to educational pathways and healthcare services.
Maureen Procopio 🍎
Maureen is the Senior Director of Campaign Strategy and Institutional Benchmarking (CSIB) in University Advancement at the University of Oregon (UO). Working in prospect development, prospect management and analytics since 1998 while supporting several campaign efforts helped prepare Maureen for her current role studying institutional effectiveness and conducting best practice research. Her favorite part of the job is to connect with peers at institutions throughout the country researching various topics so that the UO team can learn from and apply new opportunities to achieve best practice. In addition to campaign strategy and benchmarking advancement organizations, Maureen is dedicated to diversity, equity, and inclusion in the field of advancement and higher education. She currently serves on the CASE District VIII Board of Directors as the chair of the opportunity and inclusion portfolio. Maureen resides in Eugene, Oregon, with her husband and daughter.
Lauren Sadataki 🍏
Lauren Sadataki is a Development Associate with Oregon Symphony.
Daniel Scarpelli 🍏
Dan Scarpelli is Associate Vice President with City of Hope. He is a nonprofit leader and relationship manager with over 20 years of experience developing and leading strategic, mission-critical fundraising and engagement programs in higher education, academic medicine, conservation, and human services organizations.
Leslie Simmons 🍏
Leslie Simmons is Director of Stewardship & Events at Oregon Symphony.
Jason (JT) Thomas 🍏
Jason (JT) Thomas is the Director of Talent Management with the Oregon State University Foundation. As a member of the Talent Management team, JT focuses on the Foundation’s recruiting efforts by developing relationships, networks, and candidate pools across all positions using all recruiting channels. In his role, JT has helped recruit positions of all levels of the 160+ OSU Foundation staff, and he has seen what it takes for someone to successfully go through a job search in today’s competitive environment. JT does an exceptional job networking and making genuine connections with prospective job candidates. JT regularly participates on discussion panels and work groups and as a sought-after keynote speaker from Corvallis to Washington, DC. JT’s voice on diversity, equity and inclusion is making a difference both in our profession and with the OSU Foundation. JT is also involved in CASE and serves as one of CASE District VIII Opportunity & Inclusion Co-Chairs and a member of the CASE District VIIII Cabinet.
Connor Tudbury 🍎
Connor Tudbury is the Director of Annual Giving at Portland State University. He previously served as Director of Annual Giving at Boise State University.
Colin Waite 🍏
Colin is a Sales Representative at MCR, Inc. Colin has been a part of the team at MCR, helping non-profit organizations with all of their direct mail needs, for over 6 years. His experience has allowed him to become a true partner for his clients in helping them build direct mail pieces that stand out, follow trends, and remain cost effective.
Sydney Faye Williams CNP 🍏
After earning a B.A. of Science in Human Services Nonprofit Administration, Sydney Faye Williams, CNP spent time earning her Certified Nonprofit Professional credentials, grant writing, working as an Annual Giving Assistant, supervising a phonathon center, and much more! Joining the Double the Donation team over 5 years ago, Sydney Faye now works as Double the Donation’s Sales Manager having helped hundreds of schools and nonprofits better leverage corporate matching gifts.
Victoria Rose Wolfe 🍏
Victoria Rose Wolfe is Assistant Director of Development with Oregon Symphony.