Speakers
Meet the Speakers
Jeff Baynham
Jeff Baynham has over 15 years of experience in higher education advancement, currently serving as the Associate Vice Chancellor of Advancement Services at NC State University. Jeff leads a dynamic and innovative team of 40+ talented individuals across four units: Gifts and Records Management, Prospect Development, Donor Services, and Information Services and Technology. He has been instrumental in enhancing the advancement operations at NC State to support its $1.6B capital campaign, Think and Do the Extraordinary. Jeff enjoys implementing process improvements, policy development, and increasing innovation and efficiency.
Jeff is a member and frequent attendee of CASE, AASP, and APRA. Jeff has served on product advisory committees for Ellucian and iModules and currently serves on the Finance Committee for AASP. Jeff is serving on faculty for the 2020 CASE Institute in Advancement Services.
Prior to NC State, Jeff was the Assistant Vice President for Advancement Services at Western Kentucky University leading Gift and Bio Records, Prospect Development and Donor Relations. He got his start in advancement in leadership annual giving and alumni relations at WKU. He has a bachelor’s degree in finance from Gordon Ford College of Business at Western Kentucky University.
Jenny Cooke Smith
Jenny Cooke Smith es consultora estratégica Senor para CASE, con un enfoque en AMAtlassm, el recurso global para métricas, evaluaciones comparativas y análisis relacionados con Advancement.
Jenny se especializa en analizar tendencias de Advancement, interpretar puntos de referencia comparativos y ayudar a las personas a comprender las "historias detrás de los datos". En esta función, es responsable de desarrollar y liderar grupos de cohorte facilitados para ayudar a los miembros a comprender mejor los resultados de avance por área de práctica, informando así el liderazgo intelectual y las mejores prácticas.
Antes de unirse a CASE, Jenny pasó 15 años en una variedad de posiciones dentro de Target Analytics de Blackbaud, más recientemente liderando cohortes de evaluación comparativa de donorCentrics ™, que brindan oportunidades para que las instituciones y organizaciones a nivel mundial revisen y discutan el marketing directo y las tendencias de donaciones anuales. Durante su tiempo en este cargo, creó y amplió los grupos de cohorte de educación superior, estimuló el desarrollo para analizar el impacto de iniciativas más nuevas dentro de la recaudación de fondos, como los días de donaciones, el crowdfunding y el análisis de donaciones de nivel medio, y se asoció con oficinas en Canadá, el Reino Unido y Australia para ofrecer resultados específicos para las ONG en esos mercados de recaudación de fondos. Jenny también ha sido voluntaria de CASE y oradora frecuente en conferencias de CASE.
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
Anthony Lockett-Larson
Anthony Lockett-Larsen currently serves as Manager, Gift Administration at Memorial Sloan Kettering Cancer Center where he oversees all day-to-day activities of the gift administration staff in a high-volume and high-dollar complex gift processing environment. He is also responsible for ensuring the accuracy and integrity of the fundraising database account entry and serves as the primary department liaison on all program-specific issues. He’s been in this role since February 2021.
Previously, Anthony served as Manager, Gift Agreement Services at New York University. In this role, he oversaw the management and processing of all major gifts to the University, NYU Langone Health, NYU Shanghai and NYU Abu Dhabi (cash, sponsored awards, gifts-in-kind, pledges, stocks and wire), pledge management, proposal management and endowment reporting. Anthony began his tenure at New York University in March 2013.
Cindy Moon-Barna
Cindy Moon-Barna is the Senior Director, CASE Library and Standards. She leads the team of three CASE Librarians in providing curated collections and personalized research services for members. For the past six years she has been the subject matter expert for the CASE Global Reporting Standards. She was project editor for the development of the new edition as well as being responsible for member questions. She has also spoken frequently on the CASE Reporting Standards and Management Guidelines at several CASE Conferences.
Prior to joining CASE in 2013, Cindy was the Knowledge Manager for the Association for Healthcare Philanthropy. In addition to responding to member questions, she was the editor of the annual AHP Report on Giving. She was also an editor on the 1st edition of the AHP Standards Manual. She also continues to serve as a member of the AHP Standards Council.
Karen A. Sims-Harrell
Karen A. Sims-Harrell currently serves as director gifts and records management at NC State University. Sims-Harrell brings over 20 years of experience within gift processing and donor records management. She is an experienced advancement professional with proven skills in fundraising and financial management, gift administration, policy creation, leadership and staff development. She is skilled in the use of consultative approaches to increase efficiency in integration of industry best practices for gift acceptance and data standards.
Sims-Harrell has served as a board member of the Association of Fundraising Professionals-Eastern PA Chapter for seven years and served as the Ethics and Accountability chair for two years. She has also served as a conference presenter and volunteer with CASE in varying capacities during her membership over the last 15 years. Sims has received the distinction as being a CASE district faculty stellar speaker for multiple years and was awarded the CASE 2021 District III Opportunity and Inclusion Award for her work in promoting diversity and inclusion industry best practices.
She holds a bachelor's degree from DeSales University in management and marketing and a master's degree in educational leadership from Lehigh University.
Rebecca Weitz
Rebecca Weitz is a seasoned professional with extensive experience in gift services and data management. She currently serves as the Senior Managing Director of Gift Services at the Wisconsin Foundation & Alumni Association (WFAA). Rebecca leads a team of ten amazing humans who annually process over 140,000 gifts and pledges. WFAA’s Gift Services team is committed to timely and accurate gift processing, collaborative stakeholder support, and continuous innovation.
Before joining WFAA, Rebecca dedicated sixteen years to the University of Colorado Foundation. There, she excelled in managing gifts and records services, reporting, prospect and proposal management, and data analysis. Her efforts were instrumental in developing and implementing significant process improvements for both the CU Foundation and the Office of Advancement at CU.
Rebecca has participated in two major CRM conversions: from Ellucian Advance to UCI’s Ascend and from Blackbaud CRM to Affinaquest. She also has extensive experience with smaller-scale CRMs, including Trailblazer and Neon CRM. Rebecca is dedicated to enhancing operational intelligence and efficiency. She strives to streamline processes and elevate the standards of gift and data services, positioning them as a cornerstone of inspirational and influential advancement practices.
Rebecca is also a recognized speaker and presenter, having contributed to multiple Ellucian conferences, CASE conferences, and the aasp Summit. She has served as Chair and faculty of the CASE Gift & Records Workshop multiple times. Rebecca holds a bachelor’s degree from Franklin & Marshall College and a certificate in professional management from Employers Council.
