Speakers
Amanda Jarman
As the president of Fundraising Nerd, Amanda Jarman has helped dozens of nonprofit organizations make smart use of their donor data and data management systems. Her expertise has been honed during two decades of experience in the nonprofit sector, largely in data management. Before launching Fundraising Nerd in 2013, Jarman served in various fundraising data-related positions at Portland State University, most recently as assistant vice president for advancement services. Before that she served as associate director of advancement services at Lewis & Clark College. She started her career at smaller nonprofits. This experience ignited her passion for scaling big shop tools and techniques to fit shops of all sizes.
Jarman is a frequent trainer and presenter on fundraising data. This is her third time serving as a faculty member for this conference, and she has been an eight-time repeat faculty member for CASE's Gifts and Records Workshop. She also served as an instructor in Portland State University's Fundraising Certificate Program. She previously served on the Association of Advancement Services Professionals (AASP) strategic planning advisory council and its nominations committee, and was honored with the AASP's Emerging Leader Award in 2014
Mark C. Koenig
Mark Koenig is the vice president for technology and chief innovation officer for the Oregon State University Foundation. In this role, he serves as the Foundation’s technology strategist, including oversight of research, relationship management, information technology services, and our CRM operations. In addition to his roles with the Oregon State University Foundation, Mr. Koenig is the past chair of the Ellucian Advancement Executive Advisory Committee and is the immediate past chair of the Council for Advancement and Support of Education’s (CASE) District VIII. In 2019, he received the Distinguished Service Award from CASE District VIII recognizing his many years of service to the organization. A native of Tulsa, Okla., he earned his bachelors in history and economics from the University of Houston and a masters in adult education and organizational capacity from Oregon State University.
Matthew McCauley
Matthew McCauley is a Development Analyst for the University of Georgia’s Research & Prospect Management team; he joined the office in 2019. He earned his undergraduate degree from the University of North Georgia in Management Technology. Matthew started working at UGA in the Housing department, where he served for four years as an administrator and quality assurance for the Housing facilities database. He and UGA’s Information Technology Outreach Services (ITOS) constructed multiple interactive visuals from the Housing’s database.
Matthew is responsible for researching, analyzing, interpreting, and presenting prospect data to key UGA Development & Alumni Relations members. Expanding on his knowledge of Qlik, he built visualizations from the CRM Blackbaud database, which helps move the fundraising efforts forward.
Matthew has presented topics of prospect research and the impact of fundraising research. He has presented at APRA Chapters Share The Knowledge and GEAC.
Dan Stevens
Dan is the co-founder and SVP of Business Development of Windfall, a data and analytics company that helps nonprofits become more data-driven through contextual analytics and consumer wealth intelligence. Prior to founding Windfall, Dan served in leadership positions at leading data-as-a-services companies including Radius and LiveRamp. Earlier in his career, Dan was an investor at Industry Ventures. Dan holds a B.A. from Duke University.
Amy Tesoro
Amy Tesoro has served as the Director of Prospect Development at the College of the Holy Cross since 2017. Prior to this role, she served as Senior Director of Advancement Services at St. Mark’s School (2012-2017) and as Director of Advancement at Saint Bridget School (2011-2012). Amy began her career in Prospect Development in 2000 at Loyola University Maryland. She then went on to implement prospect management systems as the Director of Prospect Management at the University of Chicago and then Boston College. Amy has served on the NEDRA membership committee, as a member of the Board of Trustees at Marian Court College and as Fundraising Chair for the Board of the Junior League of Worcester. Amy holds a bachelor’s degree from Boston College.