Faculty
Meet Your Chair
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.
Faculty
Amanda Jarman
As the president of Fundraising Nerd and a consulting partner at BWF, 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 repeat CASE faculty member, who has served as faculty member for the Gifts and Records Workshop seven times, and the Summer Institute in Advancement Services three times. 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.
Rebecca Weitz
Rebecca Weitz has served as Senior Managing Director of Gift Services for the Wisconsin Foundation & Alumni Association since May 2021. Prior to WFAA, Rebecca spent fifteen years with the University of Colorado Foundation. During her tenure at the CU Foundation, Rebecca managed gift and records management, reporting, prospect and proposal management, and data analysis. She worked to develop and implement extensive process improvements and efficiencies for the CU Foundation and the Office of Advancement at CU.
Rebecca has served as conference speaker and presenter at multiple Ellucian conferences, CASE conferences, and the AASP Summit. She holds a bachelor's degree from Franklin & Marshall College and a certificate in professional management from Employers Council.
Speakers
Victoria Duggan
Victoria Duggan currently serves as the Assistant Director of Gifts and Records at NC State University, where she focuses on demographic and engagement data management. In her time at NC State Victoria has worked to improve departmental processes and documentation, ensuring her team employs industry best practices and understands the value of their work. Prior to her tenure at NC State, Victoria worked for Ipas, an international non-profit headquartered in Chapel Hill, NC, where she was responsible for gift and records management, donor proposal management, reporting, and data analysis.
She holds a bachelor's degree from the University of North Carolina at Greensboro and is currently working toward her master’s degree in education at NC State University.
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.
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.
Jen Soderburg
Jen Soderburg has been working in Advancement Services for almost 13 years. First at Concord Academy and now at School year Abroad. Most of that time as the sole member of Advancement Services teams.
A self-described data geek, Jen began working her Advancement Services role primarily entering gifts/acknowledgements. The role quickly grew when her team of two became a party of one.
When not crunching numbers, entering gifts and running reports, she finds herself at home surrounded by two dogs (Boxers) and a cat that thinks he is a dog.