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 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.

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-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.

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.