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  3. CASE District VII & VIII Annual Conference 2024
CASE District VII & VIII Annual Conference 2024 HEADER

Keynote Speakers

CASE District VII & VIII Annual Conference 2024
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Welcome and Opening Keynote

Matthew Luhn

Matthew Luhn

Writer, Animator, Director, and innovation speaker, former Pixar storyteller

Matthew Luhn is a writer, animator, director, and top innovation keynote speaker. During his 20-year career at Pixar Animation Studios, he worked on numerous films including Toy Story, Toy Story 2, Toy Story 3, Monsters Inc., Finding Nemo, Cars, UP, and Ratatouille. Alongside his story work in Hollywood, Matthew works with Fortune 500 companies, entrepreneurs, and other professionals to craft and tell stories that bridge the gap between business and heart to build stronger brands and business communication. 

With over 30 years experience creating and developing dozens of films, TV shows, and video games, at Disney/Pixar, The Simpsons, ILM, and beyond, Matthew knows what it takes to create memorable stories with enduring characters. From filmmaking to business, Matthew’s story talks are beneficial to anybody wanting to improve their story skills, or learn the persuasion of great storytelling. He provides practical strategies that teach and inspire people and teams to connect more effectively with audiences. Matthew uses the power of storytelling to bridge the gap between business and heart, driving your story toward one unforgettable selling point.

Luncheon Plenary: CASE’s 50th Anniversary and the Future of Advancement

Sue Cunningham

Sue Cunningham

Crystal Apple Winner
President and CEO, Council for Advancement and Support of Education

Sue Cunningham is President and CEO of the Council for Advancement and Support of Education (CASE), which supports over 3,000 schools, colleges and universities worldwide in developing their integrated advancement work (alumni relations, communications, fundraising and marketing operations). As CASE President and CEO, Ms. Cunningham provides strategic and operational leadership for one of the largest associations of education-related institutions in the world with members in over 80 countries. She started her leadership role at CASE in March 2015.

While at CASE, Ms. Cunningham has engaged CASE in two strategic planning processes. The first, which engaged thousands of CASE volunteers, resulted in Reimagining CASE: 2017-2021, and created an ambitious framework for serving CASE’s members and championing education worldwide, which included a comprehensive restructure of CASE’s volunteer leadership and governance structure. Building on the strengths of this plan, she led a recalibration exercise that resulted in Championing Advancement: CASE 2022-2027. This Plan articulates a clear strategic intent: that CASE will define the competencies and standards for the profession of advancement, and lead and champion their dissemination and application across the world’s educational institutions. 

Among the key initiatives that have developed under her leadership include the redesign and delivery of a new global governance structure. In addition, CASE acquired the Voluntary Support of Education survey and created CASE’s Insights, CASE’s global research and data efforts. CASE published the first global and digital edition of CASE’s Global Reporting Standards and Guidelines, which operate as the industry-leading Standards for the profession, and launched the first global Alumni Engagement survey in addition to annual fundraising surveys. CASE created an ambitious competencies model across all advancement disciplines and a related career journey framework; opened the CASE Opportunities and Inclusion Center which focuses on equity, diversity, inclusion and belonging; and has reinvigorated a global advocacy agenda to communicate the value of education.  Ms. Cunningham serves as a Trustee and Secretary for the University of San Diego, and is a member of the Executive Committee of the Board.  She is a member of the Signature Theatre (Arlington, Virginia) Board of Directors, Chairs their Governance Committee, and sits on the Executive Committee. She is a member of the Washington Higher Education Secretariat steering committee, the International Association of University Presidents Executive Committee, and the International Women’s Forum. She has recently been named to the new, US-based Council of Higher Education as a Strategic Asset. She is the author of  ‘Global Exchange: Dialogues to Advance Education’.

Prior to her appointment to CASE, Ms. Cunningham served as Vice-Principal for Advancement at the University of Melbourne where she led the Believe campaign resulting in surpassing its original $500 million goal; and the Director of Development for the University of Oxford where she led the development team through the  first phase of the largest fundraising campaign outside of the United States (at the time):  Oxford Thinking, with a goal of £1.25 billion. She served as Director of Development at Christ Church, Oxford and as Director of External Relations at St. Andrews University. 

Before working in education, Ms. Cunningham enjoyed a career in theatre, the arts and the cultural sector. She is an Honorary Fellow of the Melbourne Graduate School of Education and a fellow of the Royal Society of Arts. In 2012, Ms. Cunningham received the CASE Europe Distinguished Service Award, and has received the coveted CASE Crystal Apple Award for Excellence in Teaching. Ms. Cunningham was awarded a master’s degree from the University of Oxford, a bachelor’s degree in performing arts from Middlesex University, and is a graduate of the Columbia University Senior Executive Program.

Monika Moore

Monika Moore

Director of Alumni and Family Engagement, Pomona College

Monika Moore is the Director of Alumni and Family Engagement at Pomona College. Previously she served as the director of donor relations and stewardship at Scripps College in Claremont, CA. A graduate of Pomona College and Claremont Graduate University, she held key alumni relations positions at both of those institutions, as well as leading alumni and parent engagement efforts at the University of La Verne and Occidental College. Monika is an active advancement and engagement consultant, having conducted external program reviews for several institutions. She is the convener of the Southern California Independent College Alumni Professionals (SCICAP) since 2019 and is a CASE volunteer, co-chairing the Alumni Relations track for the 2022 and 2023 District VII Conferences and serving on the CASE Commission on Alumni Relations from 2017-2020. She served as a faculty member for the 2022 and 2023 Donor Relations Conference.

 

Ellen Whitlock Baker

Ellen Whitlock Baker

Founder and Principal, EWB Coaching

Ellen Whitlock Baker is passionate about working with leaders and organizations to support growth and realize potential. She brings a deep understanding of the higher education and nonprofit landscape and coaches clients to unlock their own power to make change, take on new challenges, and grow.

Ellen is a certified Executive Coach through the Hudson Institute and an Associate Certified Coach (ACC) through the International Coaching Federation. She specializes in working with clients going through transitions, starting new positions, and who are feeling stuck and need help determining how to proceed. Her clients appreciate her kindness, empathy, authenticity and the accountability she provides to keep momentum going.

Ellen is a seasoned alumni engagement and higher education leader, having held leadership positions at the University of Washington and at Seattle University, where most recently she served as the Assistant Vice President, Alumni Engagement, overseeing alumni engagement and annual giving. Over her 20 years of work in the higher education and nonprofit sectors, Ellen has led teams in Marketing & Communications, Strategy and Analysis, Annual Giving and Alumni Engagement.

A member of the Council for Advancement and Support of Education (CASE)’s Alumni Commission, Ellen supports CASE’s work in advancing alumni engagement practices across the world. Passionate about developing community-centric engagement practices, Ellen champions meeting alumni and donors where they are and creating reciprocal and authentic engagement tactics that alumni find value in.

Ellen is a certified Everything DiSC practitioner, creating and executing workshops all over the country to help people work better together.

Born and raised in Honolulu, HI, Ellen now lives near Seattle, WA with her family and holds a Master of Public Administration from the Evans School of Public Policy and Governance at the University of Washington and a B.A. in Theatre from Whitman College. Learn more at www.ewbcoaching.com.

Jason “JT” Thomas

Jason “JT” Thomas

Director, Talent Management, Oregon State University Foundation

Jason Thomas (JT) serves as the Associate Director, Talent Management for the Oregon State University Foundation. As a member of the Talent Management team, JT focuses on the OSU Foundation's recruiting efforts by developing relationships, networks and candidate pools across all Foundation positions and using all recruiting channels.

A former student-athlete, JT was appointed OSU Director of Football Operations and Student Services in 2014 and was promoted to Assistant Athletic Director for Student-Athlete Development and Football Leadership Initiatives in 2015. His roles included acting as a liaison for student-athlete welfare and multiple aspects of student-athlete development, including the personal, professional, and leadership development of football student-athletes as well as departmental diversity and inclusion initiatives. During his tenure at OSU JT also filled a dual role within the Office of Student Life as an Interim Assistant Dean of Students. Within this role JT was responsible for a caseload of student care work, First-Year Experience exemption management and assisting with demonstration response.

JT holds a Bachelor’s degree in Human Resource Management and Marketing and a Master’s degree in Health, Physical Education, and Recreation, both from Utah State University. JT and his wife Dayna Barrett, a former Utah State track and field student-athlete, have three children – sons, Ezekiel and Asher, and daughter, Chara.

Closing Plenary: DEI Workshop with Dr. Jenn Wells

 

Jenn Wells

Dr. Jenn Wells

Director of Equity and Inclusion, Marlborough School

Dr. Jenn Wells (she/her/hers) received her B.A. from UCLA and received her M.A. degree in Higher Education Administration from New York University. She recently completed her Doctorate of Education in Organizational Change & Leadership at the University of Southern California. Her doctoral dissertation focused on organizational resistance toward chief diversity officers in small liberal arts colleges. Jenn’s career in education focuses on student leadership with an emphasis on identity development and social justice education. Jenn developed a deep passion for the empowerment of girls, women, non-binary, and transgender students after she worked at Mills College, Barnard College, and Scripps College. Her experience in higher education included emergency response, new student orientation, student support services, student activities, residential life, and honors programs. In the summer of 2020 Jenn transitioned away from higher education, and she currently works as the inaugural Director of Equity and Inclusion for the Marlborough School, a 7th-12th grade independent girls' school in Los Angeles. In her current position, Jenn works as a chief diversity officer, directing campus-wide leadership, programming, and initiatives aimed at supporting the School’s commitment to inclusion, equity, and accountability. Jenn currently also serves on the Board of Directors for the UCLA Alumni Association, co-chairing the association's Diversity Advisory Committee.

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    CASE Academy

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
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      • Advancement Resource Catalog
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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
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      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
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    • CASE Membership Primary and Secondary Coordinators
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    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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