Tom Herbert was appointed Miami University’s Vice President of University Advancement and Executive Director of the Miami University Foundation effective October 1, 2012.  In May 2017 he was promoted to Senior Vice President for University Advancement and President of the Miami University Foundation.  He leads an advancement staff of approximately one hundred and forty in all areas of alumni relations, communications, information technology and development. 

Prior to his current position Tom was at Dartmouth College where he first held the position of Associate Vice President, Individual Giving and was promoted to Vice President of Development.  Before his Dartmouth appointment he served in various roles at Indiana University and the Indiana University Foundation, including Director of Planned Giving, Executive Director of Development and Alumni Programs for the College of Arts and Sciences, and Vice President for University Wide Programs – a role that encompassed directing a $1.1 billion dollar campaign.  He also served as an Assistant Vice President for Development at the University of Michigan. Tom began his advancement career as a Gift Planning Officer at Drake University. 

Tom presents at development conferences for the Council for the Advancement and Support of Education (“CASE”), is a past presenter at the Big Ten Fundraising Institute, and is on the faculty at Rice University’s Center of Philanthropy.  He has also developed and taught fundraising courses at Indiana University and co-authored a textbook on major and planned giving.  Tom served on the CASE National Commission on Philanthropy and the national board of the National Association of College and University Business Officers (“NACUBO’) - the only advancement professional to do so.  

Tom holds a BA in History from Northwestern University (’89) and a JD from Chicago-Kent College of Law (’94). 

Mitchell Wein was appointed Haverford’s senior vice president for administration and finance and treasurer of the Corporation, effective July 2014.  The senior vice president serves as the chief administrative officer for the College combining the functions of a chief financial and chief operating officer.  In this capacity, the division he oversees includes 200 employees and various departments consisting of Human Resources, Facilities Management and Plant Operations, Campus Safety, the Controller’s Office, Budgeting and Planning, Dining Services, the Bookstore, Central Services, and Summer Programs, Conferences and Events. 

Prior to joining Haverford, Mitch spent seven years as Vice President for Finance and Administration, Treasurer at Lafayette College after having worked in the private sector for twenty years, as a Managing Director with UBS Investment Bank/UBS PaineWebber and PNC Capital Markets. Wein served as the Head of PNC’s Public Finance Department and held Series 6, 7, 24, 52, 53, and 63 licenses. His client base primarily consisted of colleges, universities, academic medical centers, and state systems of higher education, among others.

In 2015, Mitch was elected to the Board of Directors of the National Association of College and University Business Officers (NACUBO). In 2017, he became the Chair of the Board of the Eastern Association of College and University Business Officers and has been on the EACUBO Board since 2013. Mitch also presently serves on the Advisory Council of Emeriti Retirement Health, an independent, non-profit entity.

Mitch Wein earned his graduate degree, a MS in Public Policy and Management and Industrial Administration, with Distinction, from Carnegie Mellon University and his BS degree, in Economics, from Arizona State University.  

Phil joined Marts&Lundy in 2011 with more than 20 years of advancement experience with expertise in health sciences, higher education and complex organizations. He was elected President and CEO and began his service in this role in August 2016. Prior to joining the Firm, Phil served as the Executive Vice President for Development at the Livestrong Foundation where he created a comprehensive development plan, an international fundraising strategy and built the first major gifts team. He helped develop domestic and international corporate licensing programs, which generated more than $20 million in guaranteed revenue.

Prior to his work at the foundation, Phil served as Emory University’s Vice President for Development for Woodruff Health Sciences Center where he implemented the university’s first comprehensive grateful patient program. He led Emory’s $1 billion health sciences campaign for programmatic and capital. At Emory, Phil also led international development and helped create Emory’s international advisory board.

Previously he served as Director of Development at the University of Florida Warrington College of Business; Director of Major Gifts at George Washington University School of Business and Public Management and as Executive Director of the University of Tampa Alumni Association.

Phil served on the Marts&Lundy Board of Directors from 2014 to 2016, The University of Tampa Board of Trustees from 2004 to 2006, 2015 UCI Road World Championships Board of Directors, The Giving Institute, Georgia Department of Tourism & Trade Tour de Georgia Advisory Committee 2003 – 2007, Tampa Bay Super Bowl XXV Coordinating Committee 1990-1992, World Cup Tampa Bay 1994 Task Force.

David Hanson is the founder and senior partner of Winthrop & Associates, LLC, a consultancy focused on financial and operational sustainability, as well as risk management for colleges and independent schools.  Prior to founding this firm, Hanson served as the chief operating officer for the Boston office of a global non-profit foundation where he oversaw operations, finance, accounting, investment management, IT, HR and facilities functions.  Prior to joining the foundation, Dr. Hanson served Phillips Exeter Academy as its chief financial officer.  He had responsibility for all financial affairs, HR, IT, risk management and legal affairs, as well as various operating departments (e.g., inn, bookstore, dining services, child care center).

Prior to returning to New England, Hanson served Virginia Commonwealth University, first as the vice president for finance and administration and then as senior vice president and chief operating officer.  Hanson spent nearly a decade at Emory University in Atlanta, GA, where he served as the associate vice president for administration and special assistant to the executive vice president for finance and administration.  In these dual roles, he launched and managed nationally recognized programs and initiatives.  He also served as Emory’s director of executive MBA admissions, where he coordinated worldwide marketing strategies and managed communications, admissions, and recruitment for two globally-ranked executive MBA programs.

Before his tenure at Emory, Hanson gained nearly a decade of experience in the legal field, including clerking for the U.S. District Court for the Southern District of Georgia and serving as a federal staff attorney for the U.S. Court of Appeals for the Eleventh Circuit in Atlanta, GA.  Hanson is a veteran of the U.S. Army, and graduated from the Judge Advocate General’s School in Charlottesville, Virginia.  He served for four years as an assistant counsel and equal employment opportunity counselor for the U.S. Army Corps of Engineers Headquarters in Washington, D.C. and retired from the U.S. Army with an honorable discharge as a captain (O-3).  He was awarded a Meritorious Service Medal and a Chief Counsel’s Commitment to Excellence award at the completion of his service.  Hanson currently serves as a peer reviewer for the Fulbright Specialist Program for the U.S. Department of State’s Bureau of Educational and Cultural Affairs and World Learning.  He completed a Fulbright Specialist Program grant in Pakistan and a U.S. State Department International Speakers Bureau grant in Croatia.  He also completed a second Fulbright Special Program grant at the University of Aberdeen, Scotland. 

Hanson is a 1989 graduate of the University of Tampa’s Sykes College of Business, and earned a J.D. from Ohio Northern University with high distinction as his class valedictorian.  He holds master’s degrees in education and business from the University of Florida and Emory University, respectively, and earned his doctorate in education management from the University of Pennsylvania, where he finished with distinction in his dissertation defense.  He has taught classes and given presentations at universities across the globe, and his articles have appeared in publications like NASPA's Net Impact Journal, The Chronicle of Higher Education, and the University of Tampa Journal.  He currently volunteers for various nonprofit organizations and runs marathons to raise money for those organizations.

Terri Albertson has over 30 years of professional experience.  She is currently the Assistant Vice President for Finance and Controller at Haverford College, a highly selective liberal arts college.  Prior to Haverford,  Terri spent her career in public accounting with over ten years as an as an audit partner in global accounting firm.  Her industry focus was higher education institutions and not-for-profit organizations. 

She is on board of trustees for Salus University and is currently the chairperson of the Audit Committee and a member of the Finance Committee.  She is also on the Board of Directors for the Women’s Animal Center. She is also is a member of the Accounting Principles Group for NACUBO. 

Terri is a licensed certified public accountant.  She is a member of the AICPA, NACUBO and EACUBO. 

She  has  spoken to numerous groups on many accounting and business topics. 

Throughout her career she has been recognized for various awards including:  SmartCPAs, SmartCEO Readers’ Pick of the Region’s Top Not-for-Profit Accountants, SmartCEO Magazine September 2012; Philadelphia’s “Top 25 Women of Distinction” in December 2008 by the Philadelphia Business Journal and First place winner for the Northeast region of the United States, Foundation of the American Society of Women Accountants on their esteemed Balanced Awards, 2008.

Brian Flahaven is vice president, strategic partnerships for the Council for Advancement and Support of Education (CASE), the professional association for advancement professionals at all levels who work in alumni relations, communications, and development. Brian also directs CASE’s government relations activities and tracks federal and state legislative and regulatory issues of concern to CASE members; as well as overseeing CASE’s public college and university foundation programs.

Prior to joining CASE, Brian was the manager of government relations and public policy at the Council on Foundations. He also served as the first Public Policy and Philanthropy Fellow at the Council of Michigan Foundations and worked for former Illinois Lieutenant Governor Corinne Wood.

Brian received his bachelor’s degree in political science, economics and history at the University of Illinois at Urbana-Champaign and his Master of Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan.

In 2016, Brian earned the designation of Certified Association Executive from the American Society of Association Executives. From 2011 to 2016, Brian served as an elected Advisory Neighborhood Commissioner representing the southeastern Capitol Hill neighborhood in Washington DC.

Dave is a Principal in CLA’s Regulated Industries Group. He has 20 years of public accounting experience serving institutions of higher education and other nonprofit entities. Dave has extensive experience assisting clients with technical accounting, auditing and reporting matters. Dave is a frequent speaker on a variety of higher education and nonprofit topics including enterprise risk management, governance, fraud and various financial accounting topics. In addition, Dave directs engagement teams and assists in the professional development of fellow staff members.

Len Jessup is a visionary leader in higher education, known as a consensus builder with a deep interest in innovation and entrepreneurship. He was most recently president of the University of Nevada, Las Vegas (UNLV). He previously served as the dean of the Eller College of Management at the University of Arizona, and as vice president of university development and president of the Washington State University Foundation.

Jessup is a professor and scholar of management information systems. His many publications include co-authoring the third edition of Information Systems Today: Managing in the Digital World and “On the Future of the MIS Discipline: MIS as a Critical Strategic Driver,” published in the journal Database. In addition to his academic achievements, he has received numerous awards, including the 2018 CEO Award from the Council for Advancement and Support of Education (CASE) District VII.

The first in his family to graduate from college, Jessup was born and raised in Northern California. He holds a doctorate in Management and Organizational Behavior from the University of Arizona, Tucson, with a minor in Management Information Systems. He also holds an MBA and a bachelor’s degree in Information and Communication Studies, both from California State University, Chico.