Faculty and Guest Speakers
Adrian Punaks
Adrian joined More Partnership in January 2022 as a Partner, and alongside More's community of experts he now works with a range of organisations across sectors globally to help them achieve their philanthropic ambitions. Before More he led all Advancement activity at University College London (UCL) since 2011.
With extensive leadership experience, he has over the last twenty years developed a deep understanding of effective practice across every aspect of fundraising and supporter engagement, as well as experience of nurturing and leading large, high-performing teams. At UCL he helped to drive one of Europe’s largest and most successful fundraising campaigns.
As Executive Director of Development at UCL, he led advancement activity in a department of 85 people, incorporating fundraising, alumni relations, communications and development operations, and was integral to the design and delivery of the UCL's £600m campaign, which closed early in 2020 having exceeded the target and achieving over 260,000 volunteering hours. Critical to this success was the way in which Adrian built trusted relationships with institutional leaders, senior volunteers, global philanthropists and high-profile academics and clinicians.
Adrian began his career at Birkbeck, University of London, where he helped establish the College’s first development function. He continued to build his career in individual and major giving at Imperial College London, before returning to Birkbeck in 2007 to lead the highly successful development and alumni relations teams.
In 2010, Adrian was awarded the inaugural Iain More Award which recognises the outstanding achievements of a development professional. He has also contributed extensively to insights and training across the philanthropy sector, not least through this work with CASE – including in his current role on the CASE Commission on Philanthropy (2021-23) and through the Spring Institute in Educational Fundraising (including three years as Chair).
Robert A. Burdenski
Chicago resident Bob Burdenski is a twenty-year friend of CASE Europe and an internationally-recognized expert, author and consultant in annual and regular giving fundraising strategies. He has worked with more than 200 institutions around the world, and is the author of the best-selling CASE books Innovations in Annual Giving: Ten Departures That Worked, More Innovations in Annual Giving: Ten Global Departures That Worked, and the new CASE e-book, Online Innovations in Annual and Regular Giving: Ten Dozen Departures That Worked.
Burdenski is a ten-time faculty member of the annual CASE Europe Spring Institute in Educational Fundraising at Loughborough University. In this role, he has taught hundreds of CASE Europe fundraisers their introduction to regular giving. He has also presented multiple CASE Regular Giving Masterclasses in the UK over the years, and presented CASE's first-ever regular giving programs in Japan, India, Australia, New Zealand, Hong Kong, Ireland and Singapore. This past month, he served as chair of the CASE Institute for Senior Annual Giving Professionals.
Known for sharing many examples from many institutions in his talks, he is a 2008 recipient of the CASE Crystal Apple for his excellence in educating - and entertaining - his audiences.
Sue Cunningham
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.
Sam Davies
Sam's first foray into fundraising came whilst a final year undergraduate at Warwick as a caller for their first-ever telephone campaign in 1997. Following graduation, she spent two years managing telephone campaigns at 22 institutions (universities and schools) as a consultant. She then returned to Warwick full-time to run their campaigns and later became responsible for all other annual giving activities (direct mail, legacies, e-fundraising and stewardship). Before she left Warwick, she also took on responsibility for development services and helped introduce a leadership giving circle for the university.
Since 2008, Sam has led philanthropy and alumni engagement at the University of Brighton, having arrived tasked with establishing a sustainable development operation from scratch and embedding a culture of philanthropy amongst the alumni community. Her recruitment coincided with the start of the government's matched funding initiative which provided an excellent springboard from which to push forwards the fundraising and alumni engagement agenda. The department has enjoyed significant success on a number of fronts since its establishment almost 9 years ago, including receiving a national award from CASE in June 2011 for fundraising progress and building an alumni community from 20,000 to now 150,000 globally.
Lorna Somers
An accomplished and successful fundraiser, Lorna spent the past 35 years at McMaster University where she has been engaged in securing some of the largest charitable gifts in Canadian history. She led two university-wide, comprehensive campaigns, both with a focus on volunteer and academic participation. She has also structured and led targeted campaigns for McMaster's Museum of Art and Faculty of Health Sciences, the University's Student Centre, and secured support for numerous endowments establishing scholarships, bursaries, chairs, and professorships. An accomplished and successful fundraiser, Lorna spent the past 35 years at McMaster University where she has been engaged in securing some of the largest charitable gifts in Canadian history. She led two university-wide, comprehensive campaigns, both with a focus on volunteer and academic participation. She has also structured and led targeted campaigns for McMaster's Museum of Art and Faculty of Health Sciences, the University's Student Centre, and secured support for numerous endowments establishing scholarships, bursaries, chairs, and professorships.
An internationally recognized teacher and facilitator in the fields of Higher Education and Institutional Advancement, Lorna has shared her expertise with educational, cultural and charitable organizations around the world. She is the recipient of numerous international awards for excellence in teaching and leadership, and is a sought-after speaker and coach on business, social and dining etiquette, frequently working with students to improve their confidence and knowledge as they launch their careers.
Lorna's volunteer leadership has been extensive and global with a three-decade commitment to the Canadian Council for the Advancement of Education (CCAE), the Council for the Advancement and Support of Education (CASE), and the Canadian Association of Gift Planners (CAGP). Her contributions have included various volunteer roles as national and regional chair, conference chair, Board Trustee, Director, special advisor, and CASE Laureate.
Delia de Vreeze
Delia has more than 20 years' leadership experience in higher education including advancement, strategic alumni relations, (internationa0)l marketing & communications, teaching and student recruitment at various universities in The Netherlands.
Delia was the Director of the University Fund at Wageningen University & Research for the previous ten years, where she successfully led the ‘Food for Thought, Thought for Food’ campaign; the first major fundraising campaign for any Dutch university.
As of April 2021, Delia is the Executive Director Advancement of the new department University Relations & Fundraising (DURF) at the VU Amsterdam.
Connecting people and organizations to universities is becoming ever more important. The connecting theme throughout Delia’s career has been to focus on the perspective of others in order to forge connections and to contribute to a better world together, based on the input of researchers, students and external stakeholders.
Delia has a Bachelor degree in International Hospitality Management and studied a Master programme in Management & Policy sciences at Radboud University Nijmegen.
Kirsty MacDonald
Kirsty MacDonald has enjoyed a career encompassing director level positions in leading educational and cultural institutions over thirty years in the UK and Canada. For almost seven years she has been Deputy Principal (Advancement) at the Royal Academy of Music and in summer 2022 was awarded an Hon FRAM for her achievements there. A member of the senior management team, she leads strategic planning and is responsible for external relations including fundraising, marketing, communications, audience engagement and alumni relations. She devised and launched the largest fundraising campaign for a music college, outside the US, with a target of £60m.
Kirsty has delivered transformational outcomes in every role she has taken on, which includes fundraising leadership roles at the universities of Cambridge, Edinburgh and Oxford (Wadham College). Her previous experience across higher education and the arts includes London Business School, English National Opera, the Orchestra of the Age of Enlightenment and Glyndebourne. A mentor to several fundraising leaders, she is well known throughout the UK Advancement sector, often invited to speak at national conferences in higher education and serves as the Chair of the CASE Europe Trust. Kirsty has an Honours BA from the University of Toronto and in 2009 was awarded an MA Oxon.
Jennie Moule
Jennie is Managing Director of Advancement Services at the University of Cambridge leading a team of 55 professionals working across information services, gift & data management, prospect research & portfolio management, business intelligence, talent, finance, and other services. She also leads on strategy, planning and performance for the department.
Prior to this Jennie built the successful advancement operations consultancy, Alveo Consulting, working with a range of clients over 8 years including most of the Russell Group universities, National Trust, Cancer Research UK, National Theatre and a number of schools.
She built her experience as Director of Development Strategy and Operations at University College London for over 10 years, where she managed fundraising operations and led strategy and planning for their £600m campaign.
A firm believer in sharing experience, driving improvement and giving practical support to those in the sector, Jennie is a sought-after speaker, trainer, mentor and coach. She is a CASE Laureate, in recognition for her volunteering service, and has held a CASE Crystal Apple since 2016. Jennie was chair of the inaugural CASE Development Services conference in 2008 and remains a member of the planning committee all these years later.
Chris Murphy
Chris Murphy is Director of Development at the National Theatre where he leads a department of 32 (plus 5 in New York) which raises £14 million per year across individuals, corporates and trusts and foundations.
He returned to the NT after an eight year stint in higher education at Birkbeck, University of London, where he was Director of Development and Alumni. Motivated by Birkbeck’s unique position as an evening university with social mobility at its core, Chris and his department were responsible for growing Birkbeck’s philanthropic ambitions and helping develop a culture of philanthropy within the College.
After studying French and German at the University of Manchester, Chris began his career by spending three years at Richmond Associates where he recruited senior-level development staff to leading organisations in the higher education, arts and charity sectors.
Chris attended the Spring Institute in 2008 and since then has spoken frequently at CASE events including the annual conference and chairing the Major Gifts Asking Workshop.
Liz Reilly
Liz Reilly is Director of Philanthropy and Donor Relations at the University of Edinburgh; she joined the team in January 2015. Liz moved from Seattle, where she was Director of Development for Planned Parenthood of the Great Northwest, a health care provider (with strong advocacy and educational programmes) serving patients in 30 clinics across three states. While there, Liz received the national Planned Parenthood Fundraiser of the Year Award. Liz has also been a campaign director, a fundraising consultant, and a Peace Corps Volunteer teaching at a secondary school in Malawi.
Liz's own giving tends to focus on expanding access to education; this has also been a theme in some of her volunteering, including her current roles as Philanthropic Advisor to the Cowrie Scholarship Foundation and as board member on UNICEF UK's Scotland Advisory Board. Liz is also the Chair of the CASE Europe Spring Institute in Educational Fundraising.
Steve O'Connor
Steve is a passionate advocate of the power of Education and Philanthropy to transform lives and communities locally and worldwide. He has held leadership roles for over two decades in renowned organisations that have courageously sought to address inequality and exclusion and his teams have been recognised for their shared success with many prestigious THE, HEIST, IoF and CASE awards. Notable career highlights include improving vital cancer services for disadvantaged communities at Macmillan Cancer Care, successfully widening access to higher education and the academy for traditionally excluded groups at the Universities of Bristol and Leicester and campaigning to end child poverty as a UK Director at Barnardo’s.
Steve is now consulting in Advancement and Civic Engagement in the HE and charity sectors and is an Honorary Fellow of the University of Leicester Institute for Advanced Studies, a Certified Member of the Chartered Institute of Fundraising and has been honoured to serve on the CASE SIEF Faculty since 2020. In his downtime, Steve enjoys his passions for sports, literature, film, friends and family, especially grandparent duties.
Joanna Motion
Joanna's 40-year career in advancement includes eight years at the University of Melbourne where she launched the Alumni Association and then the Development Office. During a decade with CASE, as the inaugural Vice President International, she oversaw dynamic growth in advancement activity around the world, including the creation of CASE Asia-Pacific. The University of Kent and Loughborough University have awarded Joanna honorary doctorates in recognition of her championing of change encouraging philanthropy. Joanna joined the international fundraising consultancy, More Partnership, in 2011. Her More clients in the Asia-Pacific region include ANU, the Universities of Melbourne, Newcastle and Wollongong, Arts Centre Melbourne, UNIS Hanoi, and UWCSEA in Singapore.
Paul Ramsbottom
Paul Ramsbottom is Chief Executive of The Wolfson Foundation and its sister charity, the Wolfson Family Charitable Trust. Paul takes a wider interest in issues relating to philanthropy in the UK as a speaker and writer. He has undergraduate and postgraduate degrees in History from the University of Oxford.
Outside of philanthropy, he has an interest in international development which includes founding the Savannah Education Trust - a charity which works in West Africa – and sitting on the Board of Mercy Ships UK. His hometown university, the University of Bedfordshire, awarded him an honorary doctorate in 2013. In January 2020 he was awarded an OBE for services to charity.