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Sessions





Speakers

Check out the speakers who will be presenting at this year's Conference:

Drew Allen, Lead Data Analyst, Children's Hospital of Philadelphia

J. Drew Allen is the lead data analyst for the Children's Hospital Foundation at the Children's Hospital of Philadelphia. He has been working in the nonprofit sector for the last 14 years and has presented on Crystal Reports® at several conferences.



Shiran Algai, Software Engineer II, Blackbaud, Inc.

Shiran Algai is a software engineer for Blackbaud’s Financial Edge product. After receiving his bachelor’s degree from Clemson University, Shiran joined Blackbaud in 2006 and worked on many aspects of The Financial Edge, from supporting API issues to rewriting the Payroll module, and, most recently, co-developing the WebPurchasing product.



Michael Andrews, Director of Internet Technologies, Blackbaud, Inc.

Michael Andrews is the director of Internet technology at Blackbaud. He joined the company in 1993 as a developer on The Raiser's Edge 6 team. Staying with The Raiser's Edge through version 7, he led the development of RE:Anywhere, the Internet version of the solution. Most recently, he has driven the design and development of Blackbaud NetCommunity, a .NET®-based product for creating online communities built on top of The Raiser's Edge 7 platform. Michael holds a BS degree in management science from The University of South Carolina's Moore School of Business.



Nancy Appel, Manager of Donor Communcations, Hazelden Foundation

Nancy Appel, manager of donor communications for the Hazelden Foundation, holds a master's degree in public administration with a specialization in nonprofit management from the University of Baltimore. Nancy has more than 10 years of experience in the nonprofit sector, including work with social service and arts organizations both large and small. She is a certified fundraising executive and a member of the Lutheran Volunteer Corps board of directors.



Dawn Bailey, Senior Raiser's Edge Consultant, Blackbaud, Inc.

Dawn Bailey began her nonprofit career more than years ago in donor recruitment with the American Red Cross in Los Angeles, California. From there, she moved on to the development department at American Red Cross National Headquarters in Washington, D.C., where she worked closely with staff at both headquarters and local chapters to convert to, implement, centralize, and maximize the use of The Raiser's Edge organization-wide. With the American Red Cross National Headquarters, Dawn has also managed the contracts and implementation of processes to be handled by outside vendors including call center operations, banks, and lockbox services. She was also an integral part of a team focused on an online fundraising program including developing the strategy, creating and contracting online partnerships, implementation, and analysis. Additionally, Dawn has worked for the Jewish Community Federation of San Francisco, where she focused on streamlining and redesigning business processes to improve organizational efficiencies, meet audit requirements, and move toward Sarbanes-Oxley compliance. For more than five years, Dawn has helped Blackbaud customers implement The Raiser's Edge and has used her extensive experience in development operations to assist with strategic planning and improving efficiencies to increase the impact of monies raised.



Mark Banbury, Vice President and Chief Information Officer, Plan Canada

Mark Banbury is the vice president and chief information officer of Plan Canada (part of the international group, Plan), where he oversees gift processing, donor communications, and the teams that are responsible for determining the technological direction of Plan Canada’s fundraising and web communications systems. Prior to joining Plan Canada, Mark spent more than five years as the director of information systems and new media at SickKids Foundation. Mark spent 10 years in the educational sector as an associate professor for his alma mater, Ryerson University, and taught radio/audio production and new media. He holds a BA in Radio and Television Arts (with honours) and has taken post graduate courses in distance education, media, and organizational leadership.



Daniel Barney, Consultant, Barney & Associates Consulting Services

Daniel Barney has worked in the nonprofit sector for 11 years, with his career starting at a large organization where he managed 2.3 million pieces of direct mail annually, spread across more than 230 segmentations. In 2002, he started Barney & Associates Consulting Services, a professional consulting firm dedicated to serving this most vital group of organizations. In 1992, he earned a BS from Indiana University's Kelley School of Business where he concentrated in production/operations management. In 2000, he completed his MBA at John Carroll University where he focused his studies on corporate finances.



Amy Bibby, CPA, Senior Tax Manager, Dixon Hughes

Amy Bibby is a tax manager in the Asheville, North Carolina office of Dixon Hughes PLLC. Amy graduated from Appalachian State University with a Master's of Accountancy. She has been with the firm for seven years. Her focus is on nonprofit healthcare organizations, including helping entities gain exempt status, annual reporting requirements, unrelated business income consulting, and tax-exempt bond consulting. She has recently been appointed the leader of the Firm’s Nonprofit/Healthcare team. Amy is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the American Health Lawyer’s Association. Amy frequently speaks at various nonprofit industry conferences, southeastern state HFMA (Healthcare Financial Management Association), and state Hospital Association’s annual conferences.



Michael Bittel, Raiser's Edge Manager, Blackbaud, Inc.

Michael Bittel has been the Raiser’s Edge manager at The Brookfield Zoo in Brookfield, Illinois since April of 2008. He is responsible for a database of over 8 GB and 50 users. Prior to working at the Brookfield Zoo, he was a fundraiser at a retirement community, an IT systems analyst, was a software instructor for Blackbaud traveling nationally and internationally to teach clients to use The Raiser’s Edge, The Financial Edge, and The Education Edge, and taught eighth grade English. Mr. Bittel holds a bachelor’s degree in Biblical Studies from Evangel University in Springfield, Missouri, a Master of Divinity from Regent University in Virginia Beach, Virginia, a Master of Arts in Teaching from Salisbury University in Salisbury, Maryland, and is working on a Master of Leadership Studies at North Central College in Naperville, Illinois.



Nancy Bocskor, President, The Nancy Bocskor Company

An internationally recognized educator, speaker, and author, Nancy Bocskor helps individuals and organizations raise money and win campaigns — without losing their souls, savings, or sanity. Her mission is to teach citizens how to communicate with passion to affect change in their communities, and has been tagged an “international Democracy Coach” by the German newspaper, Die Welt. Nancy has taught thousands of activists how to raise the money their organizations need to be successful.



Mark Borelli, Sales Engineer, Blackbaud, Inc.

Mark Borrelli is a solutions engineer for Blackbaud’s K-12 Solutions team, where he specializes in The Financial Edge. Previously, Mark worked in customer support as a technical account manager on our Advantage Priority team, providing technical support for The Raiser's Edge and The Financial Edge. His background in customer support and solutions development has given Mark extensive experience with the integration between these two products. Mark joined Blackbaud shortly after graduating from Southern Illinois University at Carbondale.



June Bradham, CFRE, Founder and Owner, Corporate DevelopMint

June J. Bradham, CFRE, is founder, owner, and president of Corporate DevelopMint. A recognized leader in the development of innovative, successful fundraising efforts, she has helped hundreds of nonprofits throughout the Southeast reach their financial and organizational goals. A top-ten speaker from previous Blackbaud conferences, June is a member of the Association of Healthcare Professionals and sits on the board of directors for numerous organizations, including the South Carolina State Chamber of Commerce, Porter Gaud, the Governor’s School of Math and Science, and The Citadel School of Business Administration advisory committee. June is also the chair of the South Carolina Association of Nonprofit Professionals.



Darci Bryan, Nonprofit Technology Consultant, Query Consulting

Darci Bryan, founder and principal of Query Consulting, combines her experience in fundraising, CRM systems, and technology to assist clients with limited resources in fulfilling their missions. Darci’s aim is to increase nonprofits’ efficiency through business process improvement, resource optimization, and systems alignment. As a nonprofit technology consultant, she has worked with both local and national organizations in the higher education, healthcare, human services, religious, and arts and cultural sectors.

Prior to starting Query Consulting, Darci worked as a fundraising systems consultant for Blackbaud, Inc. She has also held a variety of positions in the industry including director of technology for the Center for Arts Education, assistant director of development for Wayne State University’s College of Fine, Performing & Communication Arts, and major gifts officer for the Detroit Symphony Orchestra. In addition to her practice, Darci maintains a position as a database analyst at the Milken Institute in Santa Monica, California.



Sue Budak, Consultant and Author, Financial Accounting Standards Board (FASB)

Susan Weiss Budak is a consultant and author. As a consultant, she works primarily with the Financial Accounting Standards Board (FASB), the American Institute of Certified Public Accountants (AICPA), and the National Association of College and University Business Officers (NACUBO). At the FASB, she has managed the project on combinations of nonprofit organizations and the project about nonprofit organizations that raise or hold contributed resources for others (SFAS No. 136). Annually, she helps the AICPA update its audit guide and disclosure checklist for nonprofit organizations. Susan is a co-author of the NACUBO Emerging Issues Updates newsletter and eFARM, NACUBO’s financial accounting and reporting manual.As an author, she annually contributes to three Practitioner’s Publishing Company Guides, Guide to Nonprofit Contributions, Guide to Nonprofit Expenses, and Nonprofit Financial Statement Illustrations and Trends. In recent years, Susan was one of the authors of John Wiley & Sons annual publication, GAAP. She also co-authored the FASB course materials, Accounting and Reporting by Not-for-Profit Organizations: A Comprehensive View of Statements 116, 117, and 124 and the FASB Special Report, Results of the Field Test of the Proposed Standards for Financial Statements of Not-for-Profit Organizations and Accounting for Contributions. Susan received the 2008 Daniel D. Robinson Accounting Award, which is presented by NACUBO to a volunteer who has demonstrated a continuous commitment to the advancement of college and university accounting and financial reporting. She worked for the FASB and GASB as a project manager on the research and technical activities staff from November 1991 to February 1997. Her work at FASB included the standards on contributions (SFAS No. 116), financial statement display (SFAS No. 117), and investments (SFAS No. 124) for not-for-profit organizations project. At the GASB, she worked on the GASB reporting model for public colleges and universities. Prior to joining the FASB staff, Susan held positions as assistant controller and director of accounting services at Northwestern University in Evanston, Illinois and senior accountant at Deloitte & Touche in Chicago, Illinois. Susan received her MM from the Kellogg Graduate School of Management and her BBA from Loyola University.



Nicholai Burton, Product Support Lead, Blackbaud, Inc.

Nicholai Burton is the senior product lead for cultural solutions. He has been with Blackbaud since 2004 and previously served as a Raiser's Edge support specialist and senior support analyst for The Patron Edge. He works closely with product development and design to improve the quality of The Patron Edge and The Patron Edge Online, and with professional services by traveling to customer sites to perform implementations, integrations, and training. Nicholai holds a bachelor's degree from Clemson University in French and International Trade.



Mary Butler, Senior Major Gifts Officer, Children's Hospital and Clinics of Minnesota Foundation

Mary Butler has been a development professional since 1987. She has led development efforts in the following arenas: annual funds, foundation- and corporate-giving, major and planned gifts, special events, and capital campaigns. Mary recently left her position at the Hazelden Foundation where she supervised three associate development officers and provided coaching and mentoring to the development officer team. Mary has served as the lead development officer in training and implementing Blackbaud systems. Mary now serves as a senior major gifts officer at Children's Hospitals and Clinics of Minnesota Foundation.



Stephen Clark, Sales Engineer, Blackbaud, Inc.

Stephen Clark is a sales engineer for Blackbaud's K-12 independent schools division. For the past five years, he has helped Education Edge and Raiser’s Edge customers as a trainer and consultant in both version 6 and 7. Currently, he helps schools understand the capabilities of Blackbaud Total School Solution, including The Raiser's Edge, The Education Edge, and Blackbaud’s Online Campus Community. He received a degree in education from The College of Charleston in Charleston, South Carolina.



Matt Clemmens, Education Administration Systems Consultant, Blackbaud

As an education administration systems consultant, Matt Clemmens has helped more than 50 schools develop customized solutions for managing relationships with their student, parent, and alumni populations. Prior to joining Blackbaud, Matt worked closely with the admissions and development offices at his university as president of the Clemson University Guide Association. Matt earned a Bachelor of Science degree in Mechanical Engineering from Clemson University, where he was named the most outstanding student in his graduating class.



Samantha Cohen, Enterprise Solutions Engineer, Blackbaud, Inc.

Samantha Cohen brings an extensive knowledge of income generation for nonprofits while specializing in broad-based annual giving and major giving, and building bridges between the fundraising programs. Samantha has created and managed giving programs that have seen year over year increases in the double digits. Prior to joining Blackbaud in 2003, Samantha held various development and marketing roles for organizations in both the United States and Canada, including Kentucky Opera, Canada’s National Ballet School, and the Toronto Symphony Orchestra. Using her experience in many aspects of fundraising, Samantha works in both project management and business consulting for several Blackbaud products, including Blackbaud Enterprise CRM, The Raiser’s Edge, and prospect research tools, ProspectPoint, WealthPoint, and The Researcher’s Edge. Some of her notable customers include a prestigious teaching hospital in the Northeast, internationally recognized colleges and universities, and dozens of human services and cultural organizations. Samantha remains committed to community service demonstrated by her work with literacy agencies and performing arts organizations. Samantha holds a Bachelor of Arts degree in English and Drama from McMaster University in Hamilton and a Certificate in Income Management from the University of Waterloo, both in Ontario, Canada.



Mark Cottrill, Vice President, Technology & Facilities, West Virginia University Foundation

Mark is the vice president, technology and facilities at the West Virginia University Foundation. The Foundation was chartered in 1954 as a separate 501(c)(3) nonprofit corporation for the sole purpose of securing and administering private funds in support of West Virginia University (WVU). Mark graduated from West Virginia University with degrees in Accounting and Computer Science and is a licensed Certified Public Accountant (CPA) in West Virginia and Pennsylvania. He is responsible for the entire spectrum of technology, from the networking infrastructure to the ongoing maintenance and expansion of the Blackbaud Environment as well as managing and maintaining the office building in which the Foundation resides. Prior to joining the WVU Foundation, Mark spent 22 years with The Hillman Company, a privately held investment holding company in Pittsburgh, Pennsylvania. In addition to being the investment vehicle for the Hillman family, it was also home to more than 20 private foundations. Prior to joining The Hillman Company, Mark spent six years on the Audit and Consulting staff at Ernst & Whinney (now Ernst & Young). Mark and his wife Kelsey have been married for 29 years and have three children, all of whom have attended or are currently attending WVU.



Jenny Cooke, Consultant, Blackbaud, Inc.

Jenny Cooke is a fundraising and communications consultant for Target Analytics. Her role includes delivering and implementing results for ProspectPoint custom modeling services and WealthPoint prospect screening. Additionally, she manages the training program for Target Analytics’ customers, which includes current software as well as learning strategies for future generation research products. She joined Blackbaud as a fundraising software instructor in 2005, where she worked with clients to implement technology solutions for both fundraising and prospect research software. She has additionally worked as a fundraising specialist for Blackbaud, coaching nonprofit board and staff members in implementing strategies to increase annual funding.  Before joining Blackbaud, Jenny spent four years at Hospice of Charleston, where she helped the organization through a capital campaign, developed a donor stewardship program, and implemented a committee to re-write the mission and vision of the organization. Jenny holds a BA in Journalism and Mass Communications from The University of South Carolina.



Jeff Corwin, Manager, CRM Quality Assurance, Blackbaud, Inc.

Jeff Corwin is the quality assurance manager for Blackbaud CRM products including Blackbaud Enterprise , Research Point, and The Raiser's Edge. Jeff has worked in the technology field for more than 15 years, supporting everything from military applications and medical devices to digital printing. Prior to joining Blackbaud in July of 2003, Jeff worked for Nexpress Solutions, EDS, Eastman Kodak, and served six years in the U.S. Navy.



Bill Connors, Database Administrator and Independent Consultant, Greater Bay Area Make-A-Wish Foundation

Bill Connors, CFRE, is the database administrator for The Raiser's Edge at the Greater Bay Area Make-A-Wish Foundation and an independent Raiser's Edge consultant and trainer. Until June 2005, Bill was principal consultant for fundraising systems for Blackbaud, having helped found the Blackbaud consulting program in 1998. He has been providing consulting and training on The Raiser's Edge in the United States, Canada, the United Kingdom, and Europe since 1995. He previously served as senior consultant for fundraising technology for a London fundraising consulting firm. Having spent his entire career in nonprofit work, Bill also worked for Junior Achievement as the director of development in Arizona and as director of field IT for the national headquarters, overseeing the roll-out of The Raiser's Edge in 165 field offices. Bill is an honors graduate of Yale University with a master's degree from Brigham Young University.



Chris Courchane, Senior Data Management and Report Specialist, Hazelden Foundation

Chris Courchane has worked in the nonprofit development services field for eight years. He has worked extensively in The Raiser's Edge, focusing most recently on reporting, prospect management, procedure documentation, and training. He has been employed at Hazelden since 2004. As the senior data management and report specialist, he is responsible for data importing and exporting, report writing, documentation of development procedures and policies, and prospect identification and coding. Prior to joining Hazelden, he coordinated gift entry and annual direct mail appeals at Lutheran Service of Minnesota.



Paul Crowder, Senior Software Engineer, Core Technology, Blackbaud, Inc.

Paul Crowder has more than eight years of experience developing fundraising software for nonprofit organizations. Paul joined Blackbaud in 2004 and is currently a senior software engineer for the core technology team. Paul has developed various parts of the Infinity platform, most notably KPI, Query, and Web Dashboard. Prior to joining Blackbaud, Paul worked at ACS Technologies for four years where he played a key role in developing the company’s first online versions of their desktop software.



Daniel Dalnekoff, Product Support Lead, Financial Edge, The Financial Edge, Blackbaud, Inc.

Daniel Dalnekoff is a product support lead for The Financial Edge and a contributor to Blackbaud Blogs. He works with both the support team for Blackbaud’s financial solutions to provide product support and training, and with product development to help shape the product. Daniel joined Blackbaud’s team as a customer support analyst in 2006. He holds a BS in Financial Economics from the University of Maryland Baltimore County. Daniel volunteers locally at the Meeting Street Academy.



Sam Davidson, Co-Founder and President, CoolPeopleCare, Inc.

Sam Davidson is the co-founder and president of CoolPeopleCare, Inc. Telling the stories that need telling in order to motivate others to change the things that need changing, Sam is a social entrepreneur who believes in the power of local communities. Having worked and consulted in the nonprofit arena, his approach to impacting one's world is believable and, even more importantly, doable. For more than a year and a half, CoolPeopleCare has been engaging thousands of young people online and motivating this audience to take the positive steps necessary to make the world a better place. As part of its business model, CoolPeopleCare directs young and motivated individuals to nonprofits in an effort to connect people who want to save the world with nearby organizations already doing so. As a result, Sam Davidson and CoolPeopleCare have several tested methods for communicating with and engaging Generation Y.



Deborah Derringer, Manager of Prospect Research and Relationship Management, Hazelden Foundation

Deborah Derringer serves as the manager of prospect research and relationship management at the Hazelden Foundation. She oversees prospect identification, qualification, and research, works closely with gift officers on prospect development strategies and portfolio management, and collaborates with her advancement services team members to develop systems that enable efficient and effective fundraising.



Kim Dowd, Sales Engineer, The Financial Edge, Blackbaud, Inc.

Kim Dowd is a solutions engineer at Blackbaud. Before joining the company, she was the financial administrator for a large nonprofit organization, utilizing both The Financial Edge and The Raiser’s Edge. She began her career at Blackbaud as a Financial Edge trainer and then became a Financial Edge consultant, responsible for implementing the solution, as well as refining the business processes of organizations. As a solutions engineer, Kim is able to combine her Blackbaud knowledge and her real-world experience to present Blackbaud solutions to prospective customers. Kim is a graduate of the University of Central Florida with a degree in Finance and Accounting.



Jeanette Drake, Associate Professor of Public Relations, Kent State University

Bio coming soon



Alan Eager, Consulting Manager, Blackbaud Inc.

Alan has had experience in the business intelligence area with for-profit and nonprofit organizations for more than 11 year, and prior to Blackbaud, he has worked for several leading/premier organizations such as KPMG Management Consulting and Hyperion Software. Alan has been at Blackbaud for six years and has worked with many nonprofit organizations in successfully delivering business intelligence applications and solutions. He was instrumental upon joining Blackbaud in brining the business intelligence solution The Information Edge to market and was the founding member of the business intelligence practice at Blackbaud. He has been responsible for developing a number of the now standard solution offerings including the fundraising and financial data warehouse against The Raiser’s Edge and The Financial Edge. Along with his strong IT and consulting background, Alan combines excellent marketing and nonprofit knowledge and experience. Alan Holds a BSc in Computer Science & Management Studies from the University of Leeds in England as well as a postgraduate MSc in Business Systems Analysis from City University, London, England. Furthermore, Alan has a Postgraduate Diploma in Marketing from the Cambridge Marketing College, England, and holds Certified Marketing status at the Chartered Institute of Marketing the world’s largest Professional Marketing body.



Heather Eddy, CFRE, Chief Marketing Officer, The Alford Group

Heather Eddy, CFRE, has provided management leadership at The Alford Group for eight years in a variety of roles, including chief marketing officer. She led the launch of Knowledge Management Services, managed the firm’s strategic partnerships, and handled its national training programs. Prior to joining The Alford Group, Heather co-founded two nonprofit organizations, the American Spinal Research Organization and the Rose of Sharon Educational Foundation. She is a regular speaker on topics of board development, how to solicit major gifts, starting development programs, and developing philanthropic cultures. Her experience working with numerous nonprofits has gifted Heather with an accurate understanding of the pressures and problems facing 501(c)3s today. She earned an MS in Higher Education Administration and BA in Interpersonal Relations and Communications, both from Purdue University.



Ann Edmonds, Vice President, Information Technology, YMCA of Greater Toronto

Bio coming soon.



Lynn Edmonds, President, LW Robbins Associates

Lynn S. Edmonds joined Robbins Associates in 1999 as executive vice president and became president in March 2001. Under her leadership, Robbins Associates has enjoyed record growth, providing strategic development, creative, production, and database services to more than 50 nonprofit organizations. Lynn and her teams are trailblazers in developing, implementing, and delivering innovative strategies and solutions for diverse organizations, including American Cancer Society, Covenant House, Doctors Without Borders, Fund for Animals, MAP International, Special Olympics, Volunteers of America and many regional charities (including more than 30 food banks). In 2001, Lynn was named by the NonProfit Times as one of “12 powerful women now driving nonprofit direct response marketing.” Also, in February 2006, Lynn was named one of the “Top Women in Fundraising” by FundRaising Success magazine as part of its 2006 Fundraising Professionals of the Year Awards.



Tiffany Elser, Solutions Engineer, Blackbaud, Inc.

Tiffany Elser is a senior solutions engineer for Blackbaud’s enterprise solutions team. She was previously a solutions lead for the arts and cultural solutions team and a software instructor product lead, traveling across the United Stated and abroad training clients on all Blackbaud products. Prior to becoming an instructor, she worked on the customer support education team as a quality specialist, responsible for training analysts on product and technical knowledge and customer service skills. Tiffany is a graduate of the University of South Carolina, with a degree in marketing and human resources management. Tiffany regularly speaks at Blackbaud and industry conferences and serves on the annual fund and endowment fundraising committee of the Junior League of Charleston.



Blair Eskew, Quality Specialist, Blackbaud, Inc.

Blair Eskew joined the Blackbaud team in May of 2005 after graduating with a bachelor’s degree in marketing from Clemson University. She began her Blackbaud career as a customer support analyst, supporting The Raiser’s Edge and later adding to it The Education Edge. In July 2006, Blair transitioned to her current position as a quality specialist for support. In her free time, Blair enjoys spending time outdoors, jogging, volunteering, and trying out the local cuisine.



August Freda, Director of Development Research, University of Notre Dame

Augie Freda is director of development research at the University of Notre Dame, where he leads a team of prospect research professionals in support of the institution's fundraising efforts. Prior, Augie served as director of corporate relations, also at Notre Dame. In this role, he was responsible at a national scope for developing relationships with, and developing gifts from, corporations and their foundations. Before joining the development office at Notre Dame, Augie spent 17 years with General Motors and EDS in many roles ranging from engineering, sales support, business process consulting, and account management. He is a 1979 graduate of the University of Notre Dame with a degree in metallurgical engineering. Augie has presented at the APRA International Conference, APRA-Indiana conferences and workshops, and at Blackbaud’s Conference for Nonprofits.



Michele Fitzpatrick, Senior Vice President, Harte-Hanks

Michele Fitzpatrick has 20 years of customer relationship marketing and direct marketing experience. She currently serves as senior vice president at Harte-Hanks. Michele’s responsibilities include developing strategic plans for integrated, multi channel, data-driven customer relationship marketing programs and a wide range of consulting assignments. Michele focuses much of her attention on bringing the power of relationship marketing to the pharmaceutical, automotive, high-tech, and entertainment industries, as well as loyalty marketing programs in the financial, insurance, nonprofit, and retail sectors.



Alison Fultz, Senior Solutions Engineer, Blackbaud, Inc

Bio coming soon



Josh Garwood, CRM Automation Engineering Team Lead, Blackbaud, Inc.

Joshua Garwood is the QA engineer team lead for the Blackbaud Enterprise CRM and Raiser’s Edge solutions. Since joining Blackbaud in 2006, Joshua has played an integral role in establishing and advancing a variety of automation tools that are utilized to expedite the release process and increase overall team efficiency. Among other things, he has also had an active role in creating load-test strategies and implementing test scripts to exercise the Infinity platform. Joshua graduated from Appalachian State University with a degree in computer science.



Richard Geiger, Practice Manager – Professional Services, Blackbaud, Inc.

As a seasoned professional in the nonprofit sector, Richard Geiger has experience with constituent relationship management technology, strategy, and implementation for a wide range of complex nonprofit organizations. Areas of expertise include fundraising strategy and analytics, fundraising process, and new program development. At Blackbaud, Mr. Geiger works exclusively with clients in technological and business process improvement, focusing on areas such as the constituent lifecycle, data mining, direct marketing segmentation strategy and design, and proper analysis strategies. Mr. Geiger focuses on leveraging Blackbaud technology to help clients create a rich, agile dataset that helps clients optimize constituent experience and value through all communication channels to the entire organization. At the Zoological Society of San Diego, Mr. Geiger defined CRM best practices for supporting both the direct marketing and the zoo membership programs while configuring the data to cultivate both the high-end annual fund, major gift, and planned giving programs. Mr. Geiger has also worked with several of Blackbaud’s large private and public higher education institutions, such as Clemson, Furman, Oberlin, and West Virginia University Foundation, to integrate and optimize the use of direct marketing tools and practices as part of the constituent enterprise view. Prior to Blackbaud, Mr. Geiger worked as the market and systems analyst for CARE with responsibility for fundraising system implementation, analytics, and data management. While there, Mr. Geiger developed technology-based solutions to support the integration of direct mail, major gift, and planned giving programs. Mr. Geiger earned a Bachelor’s Degree in Business and Politics, Philosophy, and Economics from the University of Pittsburgh. He also holds a Master’s Degree in Urban and Regional Planning from the University of Pittsburgh.



Graham Getty, Director of Development Information Systems, St. Albans School

Graham Robertson Getty, director of development information systems at St. Albans School in Washington, D.C., began working with The Raiser's Edge when it was still in DOS. From a background with nonprofits and independent schools, Graham long ago learned the maxim that (borrowing from Burke) "impracticable solutions are spurious." Graham provides help and advice on Raiser's Edge forums, user groups, and in professional associations with an eye to solving problems efficiently.



Dudley W. "Skip” Gill III, President, Strategic Impact Marketing

Dudley W. "Skip” Gill III, the president of Strategic Impact Marketing, helps organizations enhance performance through effective strategy development and innovative marketing programs. Prior to starting Strategic Impact Marketing, Skip held executive and management positions at premier Fortune 200 companies including PacifiCare, Express Scripts, Cendant, and American Express. He received his MBA in marketing and finance from the University of Chicago and holds a BA in economics from Dartmouth College. Skip serves on the Executive Committees of the Long Beach City College Foundation and the Association of Fundraising Professionals —Orange County.



Julie Gonzalez, Consulting Project Coordinator, Blackbaud, Inc.

Julie Gonzalez combines more than 12 years of nonprofit fundraising and management experience with her understanding of the sector to help clients successfully implement system-wide solutions. At Blackbaud, Julie is responsible for coordinating and managing software implementation projects for enterprise clients across all nonprofit sectors. She also specializes in large-scale system implementations and business process improvement. During Julie’s tenure, she has successfully managed large and small implementations. A few of her clients include one of the largest zoos in the country, a well-known children’s welfare organization in the Northeast, a prominent hospital system in the Midwest, and several higher education institutions. Her role has recently expanded to include project coordination, where she works with clients and Blackbaud team members to ensure that the implementation of comprehensive solutions is as efficient as possible. Prior to joining Blackbaud, Julie served as director of development, marketing & visitor services at the largest general fine arts museum in Oklahoma. She also worked as an independent consultant for more than five years, focusing primarily on organizational/change management, outcomes measurement methodology, and board development. Julie is a former board member for the Oklahoma Repertory Theatre and has been active on the stewardship and planned giving committees for the Episcopal Diocese of Oklahoma. She currently volunteers at the Collinsville Animal Shelter.



Alan Gordon, Program and Development Administrator, The Trevor Project

For the past several years, Alan Gordon has been the program and development administrator for two nonprofit organizations. He was brought into both jobs with the goal of restructuring the databases and creating more efficient systems. To create both of these structures, he has solely relied on The Raiser's Edge. He has had extensive Raiser's Edge training and experience in the field. He would like to pass this knowledge on to others so they can use this wonderful tool to increase their revenue and constituency.



Jim Hackney, Managing Partner, Alexander Haas Martin & Partners

Bio coming soon.



Thomas Hanrahan, Vice President and Managing Director, CCS

Thomas Hanrahan is a vice president and managing director of CCS, leading CCS’ efforts in the Southeast from the Ft. Lauderdale, Florida office. Since 1991, Tom has provided professional counsel to educational, health, conservation, social service, cultural, and religious institutions, assisting to raise more than $500 million.



Lawrence Henze, Managing Director, Target Analytics, a Blackbaud Company

Lawrence Henze, managing director of Target Analytics, is a veteran speaker at nonprofit conferences and seminars on a variety of topics including fundraising, market research, and the application of predictive modeling services to the nonprofit marketplace. The founder of Core Data Services, which Blackbaud acquired in 2001, Lawrence has also served as vice president of predictive modeling services at USA Group Noel Levitz and president of The Philanthropic Division of Econometrics, Inc. From his tenure with Econometrics through his current work, Lawrence has worked with more than 600 clients and has accumulated a wealth of knowledge on the financial, demographic, and attitudinal characteristics of philanthropic donors. He holds a BA in Political Science from Carroll College in Waukesha, Wisconsin; an MA in Public Policy and Administration; and a law degree from the University of Wisconsin at Madison.



Nora Isaac, ALS Philadelphia

Bio coming soon.



Beth Isikoff, Director, National Account Development, Blackbaud, Inc.

Beth Isikoff has been involved in nonprofits for more than 25 years running fundraising programs and driving strategies to help communicate more effectively with donors. Prior to joining Blackbaud as director of national account development, Beth was VP of sales for Target Software. Beth has worked with Paralyzed Veterans of America, Habitat for Humanity, Covenant House, American Red Cross, Oxfam America, US Olympic Committee, and others as they began their search for CRM enterprise solutions. Before Target, Beth was at the Arthritis Foundation for 17 years where she spearheaded the transformation of the organization’s technical and business environment to a customer-focused, market-driven enterprise. Beth has expertise in membership marketing, circulation fulfillment, DRTV, telemarketing, database strategic marketing and analysis, list management, product fulfillment, association management, business analysis, and change management. Beth received her BA from Chatham College in Pennsylvania and her MA from Denver University in Colorado. She is a frequent speaker in the industry on database and customer relationship management and is currently serving on the DMA Nonprofit Federation Advisory Council.



Eric Javier, Regional Vice President, CCS

Eric B. Javier has provided fund-raising counsel to nonprofit institutions for more than a decade. Eric has firsthand experience conducting capital and annual campaigns, endowment fundraising, implementing new development systems, training, and managing development staff. He has extensive experience in major gift strategy development and solicitations, campaign management, and public relations.



Kathryn Johnson, Business Solutions Manager, Blackbaud, Inc.

Bio coming soon



Michael Johnston, President and Founder, Hewitt and Johnston Consultants

Michael Johnston is the president and founder of the global fundraising consultancy, Hewitt and Johnston Consultants and the co-founder of the Washington, D.C.-based, Legacy Giving Group and the New York-based fundraisinginnovation.com. Mike has been a fundraiser for more than 20 years, and has worked with 100’s of nonprofit organizations in Canada, the U.S., Europe, Latin America, and Asia Pacific. Mike is an expert in direct response fundraising innovation — especially in the use of new media technologies like the web and mobile phones and their integration with traditional direct response methods (because, yes, he was born a direct mail fundraiser 21 years ago!). He is the author of The Fund Raiser's Guide to the Internet, The Nonprofit Guide to the Internet, and is the editor of two books: Internet Strategies: Best Practices for Marketing and Direct Response Fund Raising: Mastering New Trends for Results. Mike is also a contributor to the book: People to People Fundraising: Social Networking and Web 2.0 for Charities. Mike was a founding Board Member of the Washington-based e-Philanthropy Foundation, and was its first chair of its Education Committee. In addition, Michael was the founding foundation chair for the first global charity online lottery, globelot.com.




Debby Kerr, Account Director, Target Analytics, a Blackbaud company

Deborah Kerr is an account director at target analytics, the leader in quantitative data analysis and database marking services for non-profit development professionals.  A Blackbaud company, Target Analytics provides performance benchmarking, data mining and predictive modeling services to help organizations acquire new contributors, maximize donor participation, and improve fundraising efficiency.  Deborah earned a Bachelor of Science in Marketing from Bentley College and has been with Target Analytics for four years.  In her role as Account Director of the higher education team, she facilitates strategic discussions around data with a variety of institutions, from the Ivy League to small Liberal Arts schools.




David Kilmer, Lead Solutions Engineer, Blackbaud, Inc.

David Kilmer is a lead solutions engineer at Blackbaud. Before joining the company, he worked as a high school mathematics teacher. At Blackbaud, he has served as a trainer for support education and as a customer support analyst for The Financial Edge. Voted the top speaker at Blackbaud's 2005 and 2007 Conferences in Charleston, South Carolina, as well Blackbaud's Conferences in Canada in 2007 and 2008, David has a degree in mathematics with a concentration in applied mathematics from Western Connecticut State University.




Brian Kish, Director of Development and Constituent Relations, Salve Regina University

Brian Kish began his development career as a student caller and then student supervisor at Ohio University. Upon graduating, he accepted the position of assistant director of annual giving at Iowa State University. There, he moved up from assistant director to associate director, and then finally to director of annual giving programs. In October 2002, Brian moved to Southern California to develop a new position at the University of California, Irvine. There, he served as the senior director of development and oversaw the Chancellor’s Club, the Major Donor Development program, UCI Medal Event fundraising, UCI Medical Center Grateful Patient Program, and all annual giving initiatives. After developing and growing all of these programs, he was asked to serve as the assistant campaign director of UCI’s first-ever capital campaign — The Campaign to Transform Health Care. In December 2005, Brian accepted a new role at Salve Regina University. There, he serves as the director of university development and constituent relations. In this role, he oversees the development program for the university. In addition, he is responsible for the alumni and parent relations office.

Brian is a frequent speaker for national CASE conferences and has been awarded the CASE Crystal Apple for teaching excellence. He also acts as an annual giving consultant for Campbell & Company based out of Chicago. As a consultant, he has worked with a variety of higher educational institutions from around the nation. Additionally, he hosts collaborative benchmarking meetings for Target Analytics. Brian is a member of CASE and AFP, and was granted the designation of Certified Fund Raising Executive.




Kevin Kreamer, Account Manager, Nationals Sales, Blackbaud, Inc.

Bio coming soon.




Becky Kulinski, Consultant, Blackbaud, Inc.

Bio coming soon.




David Lamb, Target Analytics, a Blackbaud Company

David Lamb has been a prospect researcher since 1989 and is now a consultant for Blackbaud. His prospect research page is a popular and trusted list of Internet resources for prospect researchers. He has served as director of prospect research at the University of Washington and Santa Clara University. He holds a BA in sociology from Sterling College, an MA in sociology from Wichita State University, and a master's degree in divinity from San Francisco Theological Seminary. He is a frequent speaker at professional conferences, including those sponsored by the Council for Advancement and Support of Education® (CASE), the Association of Fundraising Professionals (AFP), and the Association of Professional Researchers for Advancement (APRA). In 1997, he received APRA's Service Award for outstanding service to the profession, and in 2001, he was awarded CASE's Steuben Apple Award for excellence in teaching.




Ben Lambert, Software Architect, Core Technology, Blackbaud, Inc.

Ben Lambert is a software architect on Blackbaud’s core technology team with more than 14 years of experience. Since joining Blackbaud in 1994, Ben has had major development roles in many of Blackbaud's products, including RE:DOS, The Raiser's Edge 6 and 7, and the Infinity platform. Ben has a degree in computer science from The University of North Carolina at Chapel Hill.




Missy Lind, Director of Advancement Data Services, Marquette University

Bio coming soon.




Samuel Locke, Manager, Funds Development Services, Presbyterian Church USA

Samuel Locke is currently the manager of funds development services for the Presbyterian Church (USA) national office in Louisville, Kentucky, charged with administering fundraising operations including The Raiser’s Edge. Prior to joining PC (USA), Sam was an educational consultant for Blackbaud and served on advancement teams within the United Way and Combined Federal Campaign systems, as well as The Roeper School, an independent school in metropolitan Detroit. Sam is a graduate of Indiana University — Bloomington and earned his master’s degree in public administration from the University of Wyoming, where he conducted research on generational differences in philanthropic giving.




Chuck Longfield, Target Founder and Blackbaud Chief Scientist, Target Analytics, a Blackbaud Company

Chuck Longfield has served as Blackbaud’s chief scientist since January, 2007, and is the founder of Target Software, Inc., and Target Analysis Group, Inc., Blackbaud companies. Chuck has extensive experience designing and implementing national and international constituency databases. He also has experience addressing the information needs at many of the world’s largest nonprofit organizations. Chuck is certified to teach secondary school mathematics and taught middle and high school students prior to founding the Target companies in 1992. Mr. Longfield received the FundRaising Success 2007 Fundraising Professional of the Year Lifetime Achievement Award (Agency). He holds a BA in Mathematics and an MEd from Harvard University and has more than 25 years of experience helping nonprofits automate their fundraising operations.




Jay Love, Founder, President, and CEO of eTapestry, a division of Blackbaud

Jay Love is the founder, president, and CEO of eTapestry, a division of Blackbaud. During the last four years, he has been instrumental in shaping the dynamic structure and focus of the company, which has revolutionized how databases are used in the charity world. Presently, more than 5,000 customers are building relationships online daily.

Prior to eTapestry, Jay served as president and CEO of Master Software Corporation. MSC provided the most widely used family of database products for the nonprofit sector. During his 13 years at MSC, Jay was responsible for the implementation of nearly 6,000 nonprofit database systems all over the world! After the merger with Blackbaud, he served as vice president and was involved with more than 10,000 additional nonprofit database systems!

Jay is a graduate of Butler University with a Bachelor of Science degree in Business Administration. He currently serves on the board of the School of Liberal Arts at Butler. Due to Jay’s 25-year career in the nonprofit sector, he is a well-known speaker in the U.S., Canada, Mexico, and the United Kingdom. Jay serves on the boards of numerous national and local nonprofit organizations.




Toni Salazar Loftin, Director of Prospect Research, The University of Texas at Dallas

Toni Salazar Loftin is the director of prospect research at UT Dallas, where her team supports eight gift officers and the office of the president. Before her appointment at UT Dallas, Toni was a senior research associate at St. Edward’s University in Austin, Texas, where she participated in the University’s $65 million campaign. Toni’s professional experience includes serving as information resources manager for Hoover’s Online, an Internet business information publisher; performing policy analysis for the NASA Johnson Space Center in Houston; and serving as a bilingual (English/Spanish) reference librarian with the Houston Public Library. She holds a Master of Library and Information Science from the University of Texas at Austin and a degree in philosophy from Baylor University. In addition to her professional role as a fundraiser, she is currently enrolled as a graduate student in the History of Ideas program at UT Dallas.




Michael Lowstetter, Vice President of Finance & CFO, Shepherds Ministries

Michael Lowstetter is currently the vice president of finance and CFO for Shepherds Ministries and SERVE Enterprises and has held a series of other positions in the finance departments of nonprofits. Michael has a love for the nonprofit industry. Through his formal education and work experience, he has had the goal to work in and study the nonprofit industry. Michael has a strong desire to help develop systems and efficiencies in nonprofit organizations with the ultimate goal of seeing the impact on their purposes amplified. He has an undergraduate degree in management and finance from Cedarville University and has also completed his masters of business administration (MBA) from Marquette University.




Molly Maple, Solutions Engineer, Blackbaud, Inc.

Molly Maple is a senior solutions engineer specializing in Blackbaud NetCommunity and The Raiser’s Edge. She has been a software instructor, working onsite with clients using The Raiser's Edge, Crystal Reports®, and Education Administration. Previously, she worked on the customer support team as a support specialist. As the child of a fundraiser, Molly got an early start working with major donors. She grew up visiting benefactors and attending fundraising events, and ran her first direct-mail campaign while she was a college student. After graduating from Georgia Tech, Molly spent time working for the South Carolina Aquarium before she began at Blackbaud.




Jake Marcinko, Manager, Information Security, Blackbaud, Inc.

Jake Marcinko has worked in the IT industry in numerous capacities for over a decade, spending the last five years dealing specifically with information security. As the manager of information security and monitoring for Blackbaud, Jake oversees all aspects of IT security, including IT governance, training, and awareness; security administration; monitoring; risk management; and compliance. Jake is currently Blackbaud's subject matter expert on the Payment Card Industry's Security Standards.




Rebeka Mazzone, Director of Business Development and Client Service, Rhode Island Region, Accounting Management Solutions, Inc.

Rebeka Mazzone, CPA, is a senior consultant for Accounting Management Solutions, Inc., providing outsourced CFO/controller services to nonprofit organizations. Rebeka’s experience includes working for a "Big Four" public accounting firm as an audit manager for nonprofits and higher education institutions. Rebeka is experienced in financial reporting, performance, and strategic analysis of financial results; entity consolidation; and best practices for policies and procedures. Rebeka has developed and taught courses in accounting and financial reporting, board fiduciary and fiscal responsibilities, accounting for contributions, federal grant compliance requirements, and student financial aid. Areas of expertise include all aspects of nonprofit and higher education accounting.Rebeka earned her BS in Accounting from St. John Fisher College. She is a Certified Public Accountant and is a member of the AICPA and Rhode Island Society of Certified Public Accountant’s Not-for-Profit Committee.



Janet Rice McCoy, Professor, Morehead State University

Bio coming soon




King McGlaughon, Managing Executive, Wachovia Nonprofit and Philanthropic Services

King McGlaughon is senior vice president and managing executive for Wachovia’s Nonprofit and Philanthropic Services Group. The Group delivers Wachovia services to nonprofit organizations, including public charities and private foundations, and supports individual clients of Wachovia engaged in philanthropy. King joined Wachovia from The American College where he was executive vice president and chief academic officer, overseeing all academic programs and the faculty of the regionally accredited institution. In addition, King held the Sallie B. and William B. Wallace Chair in Philanthropy in the College's graduate division. King worked 10 years in private law practice in North Carolina, specializing in real estate finance and development, and banking and commercial law. He also worked as a planned-giving consultant and endowment advisor for various dioceses and parishes of the Episcopal Church across the United States. King received his BA from the University of North Carolina at Chapel Hill where he was a Morehead Scholar. He received his JD, with honors, from the University of North Carolina School of Law, where he served as editor-in-chief of The North Carolina Law Review and was inducted into the Order of the Coif, the national legal honorary society. He is an ordained priest of the Episcopal Church.




Liz McLain, Assistant to the Director of the Strategic Alternative Learning Techniques (SALT) Center at University of Arizona, SALT Center, University of Arizona

Bio coming soon.




Joe Meehan, Manager of Database Administration, Milken Institute

Joe Meehan is the Manager of Database Administration for the Milken Institute in Santa Monica, California.  In 2006, Joe implemented Blackbuad’s Raiser's Edge and NetCommunity.  He currently oversees all gift entry, membership programs, and utilizes Crystal Reports for custom reporting needs.  Under Joe’s guidance, the Milken Institute uses the events module for all its events, including its annual Global Conference where over 3,300 registrants from across the globe attend a 3-day conference.  Previously, Joe was the director of database administration for Saint John's Health Center in Santa Monica, Ca, utilizing The Raiser's Edge to complete a $125m capital campaign, and implementing best practices for a foundation office of 20 staff development staff.  He has worked with Blackbaud products for over 11 years and worked with Blackbaud in 2003 to re-design the event module for Raiser's Edge.



Chuck Miranda, Sales Engineer, Blackbaud, Inc.

Chuck Miranda is a solutions engineer for Blackbaud's small college division. For the past 10 years, he has helped Blackbaud customers as a customer support analyst, product specialist, senior support specialist, product lead, software trainer, and consultant. Currently, he helps small colleges understand the capabilities of Blackbaud Student Information System, The Financial Edge, The Raiser’s Edge, and Online Campus Community. He received a bachelor’s degree in business from The Citadel.




Steve MacLaughlin, Director of Internet Solutions, Blackbaud, Inc.

Steve MacLaughlin is the Director of Internet Solutions at Blackbaud and is responsible for leading how the company provides online solutions for its clients. Steve has spent more than 12 years building successful online initiatives with a broad range of Fortune 500 firms, government and educational institutions, and nonprofit organizations. Since joining Blackbaud, Steve has been focused on leveraging his experience to help clients develop successful integrated online solutions. Steve helped establish and grow Blackbaud Interactive into the leading Internet strategy and solutions agency serving nonprofits. He is a frequent speaker at conferences and events including the Association of Fundraising Professionals (AFP), Association for Healthcare Philanthropy (AHP), Council for Advancement and Support of Education (CASE), Direct Marketing Fundraisers Association (DMFA), National Association of Independent School (NAIS), and many other nonprofit industry organizations. Steve has been recognized by the ePhilanthropy Foundation as an ePhilanthropy Master Trainer. To read more about Steve’s thoughts on leveraging the Internet, read his chapter in the recently released book People to People Fundraising: Social Networking and Web 2.0 for Charities. Steve earned both his undergraduate degree and a Master of Science degree in Interactive Media from Indiana University.




Tom McLaughlin, Management Consulting Services Senior Manager, Grant Thornton

As a senior manager with the Grant Thornton Not-for-Profit Management Advisory Services Group, Tom McLaughlin assists all types of nonprofit clients with strategic management, business operations, and financial projects. He has nearly 30 years of experience as a nonprofit manager, trade association executive, and management consultant. He is nationally recognized as an expert in nonprofit mergers and alliances, financial management, and strategic planning.




Joe Meehan, Manager of Database Administration, Milken Institute

Joe Meehan is the manager of database administration for the Milken Institute in Santa Monica, California. In 2006, Joe implemented The Raiser's Edge and Blackbaud NetCommunity. He currently oversees all gift entry and membership programs, and utilizes Crystal Reports® for custom reporting needs. Under Joe’s guidance, the Milken Institute uses the events module for all its events, including its annual Global Conference, which draws more than 3,300 attendees. Previously, Joe was the director of database administration for Saint John's Health Center in Santa Monica, California, utilizing The Raiser's Edge to complete a $125 million capital campaign and implementing best practices for a foundation office of 20 development staff. He has worked with Blackbaud products for more than 11 years and worked with Blackbaud in 2003 to re-design the event module for The Raiser's Edge.



Chuck Miranda, Sales Engineer, Blackbaud, Inc.

Chuck Miranda is a solutions engineer for Blackbaud's small college division. For the past 10 years, he has helped Blackbaud customers as a customer support analyst, product specialist, senior support specialist, product lead, software trainer, and consultant. Currently, he helps small colleges understand the capabilities of Blackbaud Student Information System, The Financial Edge, The Raiser’s Edge, and Online Campus Community. He received a bachelor’s degree in business from The Citadel.




Larry Mishkin, System Architect, Blackbaud, Inc.

Larry Mishkin has more than 20 years of experience in the software development industry. He has worked with languages ranging from FORTRAN and APL to dBase and Visual Basic. (And he even remembers when computers used paper tape!)  He has played an integral part in the development of many of Blackbaud's products, including The Raiser’s Edge 7, RE:NetSolutions, NetCommunity, WealthPoint, The Information Edge, and the Infinity platform. Larry is currently a system architect on the core technology team and was the lead developer of the Blackbaud Payment Processing Service.



Bruce Monnery, Director of Finance & Administration, Renfrew Educational Services

Bruce Monnery is the director of finance and administration at Renfrew Educational Services, where he is responsible for finance, administration, and facilities functions. He is a certified general accountant (CGA) with more than 30 years of experience in the nonprofit sector. He taught accounting for 11 years and has lectured on financial topics to graduate students in health administration at the University of British Columbia and social work at the University of Calgary.



Andrew Mosawi, Vice President of International Development, Blackbaud

Andrew Mosawi is the vice president of international development at Blackbaud, where he leads the company’s efforts to better serve the international nonprofit community. He has spent the last eight years working with nonprofits in Europe, Asia, and North America and is a regular commentator on international fundraising trends and techniques. Prior to joining Blackbaud, Andrew was the director of nonprofit services at the leading global provider of donation processing services to nonprofits, IATS, a Ticketmaster company.



Sarah Nelson, Target Analytics, a Blackbaud Company

Bio coming soon.



Rocky Nickles, Director of Operations, Arkansas Arts Center

Rocky Nickles is an accountant who has spent the last 25 years auditing and managing the finances and operations for governmental and nonprofit entities. The first 15 years was in the healthcare industry, and the remaining 10 have been in the cultural industry. He is currently the director of operations for the Arkansas Arts Center and the Arkansas Arts Center Foundation. Managing a multi-faceted nonprofit dependant on fundraising has become complex and competitive. Illustrating value is a requirement in today’s market. He has spent the last eight years investing in a quality, integrated infrastructure to give the nonprofits where he works a competitive advantage.



Chad Norman, Internet Marketing Manager, Blackbaud, Inc.

Chad Norman is the Internet Marketing Manager for Blackbaud, where he is responsible for corporate website content, social web strategy, email marketing, community management, and search engine optimization. Chad is editor-in-chief of Blackbaud Blogs, where he also writes his own blog "Webby Things". As host and producer of The Baudcast, he brings together industry experts from around the world to discuss nonprofit technology issues on this biweekly podcast. In 2007, Chad founded Go Green Charleston, a technology-focused nonprofit that helps Charleston-area residents connect, stay informed, and mobilize around local environmental issues. Chad has spoken for groups like AMA,  PRSA, and NAYDO, and his work has been featured by The Nonprofit Times, Fundraising Well, Treehugger.com, and Neatorama.com.



Tom Nowak, Chief Financial Officer, American Medical Association Foundation

Tom Nowak is the chief financial officer of the American Medical Association Foundation and has been employed with the Association since 2002. Prior, Tom was the chief financial officer for a small consulting firm, and a project manager for a large one. He also held management positions at an international insurance firm, a large software firm, and an international manufacturing company. Tom also has been an adjunct professor at DePaul University since 1985. He earned a BS in Economics from the University of Illinois, an MBA in Finance from DePaul University, and has CPA and PMP certifications.



Clinton O'Brien, Vice President of Nonprofit Services, Care2

Clinton O’Brien is Vice President of Nonprofit Services for Care2 (http://www.care2.com) the 9 million-member online community for civically active people seeking to “make a difference.” In this role he is pleased to partner with hundreds of nonprofits that rely on Care2 to recruit millions of new members and donors for them, online. O'Brien, who established Care2’s Washington, DC office in 2005, joined Care2 after seven years in various leadership roles at nonprofit TV network PBS, including a project to equip local PBS member stations with tools and knowhow to begin raising money and cultivating members online. In a former life, he spent seven years working as a Washington, DC reporter and Moscow correspondent for the Associated Press, Newsweek and other news organizations. O’Brien chairs a monthly “Nonprofit Roundtable” of Wharton MBA alumni who work in the nonprofit sector, and blogs occasionally about online marketing strategy on Care2’s “Frogloop.com” website for nonprofit fundraising and advocacy professionals. He can be reached at clint@earth.care2.com.

Presentation Qualifications: Even before coming to Care2, when I was still at PBS, I led the project that equipped local PBS member stations with the online tools to conduct email marketing and member acquisition/cultivation. Since joining Care2 in August 2005 as Vice President of Nonprofit Services, I have been immersed in the world of helping nonprofit organizations draw from Care2's millions of "do gooder" members to grow their base of individual supporters and donors. In most months, Care2 conducts more than 50 online list growth campaigns on behalf of more than 50 different nonprofits, and we now serve more than 350 leading nonprofits overall. This has given my colleagues and me an unusually strong base of knowledge about what works and what does not work in the world of online advocacy, donor acquisition, marketing and fundraising.

Prior Speaking Engagements: Since coming to Care2 in August 2005, I have presented as a speaker and panelist many times at such nonprofit conferences as NTEN, the Convio Users conference, the Get Active conference, the DMA Nonprofit Federation conference in Washington, DC, and a local conference last fall by the Direct Marketing Association of Washington, DC. I also participated as a panelist in a recent webinar hosted by Fundraising Success magazine, on whose board of advisors I serve (along with Blackbaud's own Shaw Drummond). In April I will be speaking at the ACEVA conference in London, England, and this August I am scheduled to be a speaker at the DMAW-AFP "Bridge" conference in Washington, DC. My topics have ranged from online advocacy best practices, to online options for list growth, to the ways that online and direct mail marketing can work together in an integrated way, to ways for nonprofits to use online social networks and Web 2.0 practices.



Jennifer Paquette, Consultant, Blackbaud, Inc.

A Certified Fund Raising Executive, Jennifer brings 12 years of experience in institutional advancement and a thorough understanding of all levels of nonprofit management to her position at Blackbaud. As a consultant, she helps large-scale enterprise clients maximize operational potential and meet their business objectives and missions by utilizing The Raiser’s Edge software to increase the return on institutional investments. Her specialties include constituent relationship management, major giving, annual campaigns, membership programs, prospect and moves management, and strategic capital campaign management. Since joining Blackbaud, Jennifer has worked with several higher education organizations including a teaching and research institution in New England and a Science Academy in New York. She has also managed large-scale enterprise implementations including a global environmental think tank and a Boston performing arts center. Prior to joining Blackbaud, Jennifer worked with The Raiser’s Edge and Blackbaud Analytics products for many years — both when serving as director of development for the Rhode Island Zoological Society and as director of development for the Preservation Society of Newport County (Newport Mansions) in Newport, Rhode Island. In Newport, she launched and grew the Preservation Society’s first formal institutional advancement operation, growing philanthropic revenue by 700% over five years utilizing newest technologies and industry best practices. Jennifer is a member of the Association of Fundraising Professionals, the National Council of Planned Giving, and the Planned Giving Group of New England. Jennifer earned a Bachelor of Arts degree from the University of Rhode Island and a graduate degree from the University of South Carolina.



Jeff Patchen, President and CEO, The Children’s Museum of Indianapolis

Dr. Jeffrey Patchen's unique background as foundation program officer, trustee, and now head of an internationally recognized museum, will provide you with tools to build leadership in donors to further your institution's vision. As president and CEO of The Children’s Museum of Indianapolis, Jeff has directed the Museum’s vision and long-range strategic efforts since 1999. Prior to joining The Children’s Museum, Jeff successfully led museum- and arts-related organizations at the state, regional, and national levels. A champion of the role of the arts and humanities in general education, Jeff has held leadership positions in numerous professional organizations and associations, including the Association of Children’s Museums, the National Network for Educational Renewal, the National Council for State Music Consultants, Music Educators National Conference, National Art Education Association, and the Transforming Education Through the Arts challenge grant program funded by the Annenberg Foundation.




Andrew Payne, Product Line Manager, Financial Solutions, Blackbaud, Inc.

Andrew Payne is the product line manager for The Financial Edge. He was previously a member of the design team for The Financial Edge and participated in key aspects of developing The Financial Edge. He joined Blackbaud in 1999 after working as a post-graduate technical assistant for the Financial Accounting Standards Board (FASB), where he participated on project teams producing accounting standards. Prior to working with FASB, he was a staff accountant for KPMG, where he worked as an auditor. He was also an adjunct instructor at the College of Charleston. Andrew earned his undergraduate degree from Clemson University and his MS in accountancy from the University of Charleston.




Tom Ramsey, Engineer, Blackbaud, Inc.

Tom Ramsey is a pioneering automation engineer for Blackbaud's software solutions. In 2007, he joined Blackbaud and co-developed a Virtual Lab system for leveraging the VMware Server to create and manage hosting of diverse environments that was presented at last year’s conference and is available as freeware at http://labs.blackbaud.com. This system is used internally by the entire products (research and development) division with a capacity of more than one hundred concurrent virtual slots. Following his work with the VMLab, Tom worked on developing a keyword-based UI Automation Framework for facilitating functional testing of software.  This technology allows automation to match user behavior when interacting with software. Mr. Ramsey holds a master’s degree in computer science from North Carolina State University.




Susan Raymond, Executive Vice President of esearch, Evaluation, and Strategic Planning, Changing Our World

Susan Raymond, PhD, is executive vice president of research, evaluation, and strategic planning for Changing Our World. She has extensive experience in research, analysis, and planning, most recently as the director of strategic planning and special projects with the prestigious New York Academy of Sciences. Prior to this, Susan was a project officer at the World Bank and a senior consultant to the U.S. Agency for International Development and to various private organizations, including the Carnegie Corporation. Susan is a member of the Advisory Board of the Center for Global Prosperity in Washington, D.C., and an associate research scientist at the Institute of Human Nutrition at Columbia University. Susan now serves as chief analyst for onPhilanthropy.com, Changing Our World's media division. Her most recent book on philanthropy is Mapping the New World of American Philanthropy: Causes and Consequences of the Transfer of Wealth, published by Wiley and Sons in April of 2007. Susan earned her BA Phi Beta Kappa from Macalester College and her MA and PhD from the Johns Hopkins University School of Advanced International Studies. She has worked on philanthropy and economic development projects throughout Africa, the Middle East, and Eastern Europe, as well as in Russia and Asia and is considered a global resource for nonprofit professionals.




Sean Riley, Manager of Alumni and Development Records, Fairmont State University Foundation

Sean Riley has been involved in higher education administration for 14 years. For the past five years, Sean has been devoted to alumni/development information systems and nonprofit technology training. His work with West Virginia University's Nonprofit Collaboratives Project and Nonprofit Clinic fostered several statewide technology adoption grants and later developed into his employment with Fairmont State. During his tenure, the Fairmont State Foundation's integration of Target Analytics and Data Enrichment Services products have yielded a 700 percent increase in telephone giving revenues and a 300 percent increase in alumni event participation, and created a new paradigm in major gift solicitation.



Edi Rose, Senior Internet Solutions Consultant, Blackbaud, Inc.

A 15 year veteran of consulting, Edi Rose has experience in a wide range of operations, including fundraising, event planning, business process improvement, corporate development, and public speaking. At Blackbaud, Edi specializes in Internet solutions strategy and project delivery for the enterprise, independent schools, and higher education verticals. Edi began her career at Blackbaud as a Raiser’s Edge software instructor providing customer training in classroom environments as well as at client sites. During her two years in this position, she was responsible for preparing customized training agendas and served as a subject matter expert for courseware design and development. This provided a foundation for Edi’s transition into the sales division as a solutions engineer. Working in tandem with sales management, she formulated account strategies and delivered demonstrations to map features and benefits of Blackbaud’s products to prospects. Prior to joining Blackbaud, Edi served as senior enterprise consultant for Tempus Software, specializing in software implementation, business improvement processes, and project management. Edi served as board member for the Jacksonville Junior League for four years, served on the United Way board for one year, and served as fundraiser and project director for the Florence Symphony Guild. Edi continues to participate in local event planning activities, fundraising initiatives, and is an active volunteer with the Charleston Historic Foundation, American Cancer Society, Children’s Miracle Network, and the Alzheimers Association. Edi earned a Bachelor of Arts from University of South Carolina.



Courtney Sakre, Blackbaud, Inc.

Bio coming soon.




Sean Seabrook, Implementation Specialist, Make-a-Wish Foundation of America (former Blackbaud)

Sean Seabrook joined the Make-A-Wish Foundation to work with their chapters across the country to implement The Raiser's Edge, The Financial Edge, and the custom Make-A-Wish module, leading each chapter through the conversion process to a successful implementation of Blackbaud's products. In his previous role at Blackbaud, Sean served as the product release lead for the Raiser's Edge and Financial Edge products. In this role, he managed Blackbaud's beta testing of the software and its release process. Sean has worked in customer support on the Advantage Priority team, providing technical support for The Raiser's Edge and The Financial Edge. He has also served as an instructor for both of these products. His background in customer support and training have given Sean extensive experience with the integration between these two products. Sean joined Blackbaud shortly after graduating from the College of Charleston in South Carolina.




Melissa Stepno, Solutions Strategist, Target Analytics, a Blackbaud Company

Melissa Bank Stepno serves as a solutions strategist for prospect identification and management with Target Analytics, a Blackbaud Company. She consults with nonprofit organizations on planning, implementation, and strategy of prospect screenings, research, and tracking. Previously, Melissa was a senior development researcher at Boston University, assistant registrar for Boston Ballet, and assisted with grant research and writing at the Greater Boston Youth Symphony Orchestras. Melissa received her BA from Brandeis University, where she is a recipient of the Alumni Association’s Young Leadership Award, and has master’s degrees in Arts Administration and Higher Education Administration from Boston University. She has previously spoken at CASE, AFP, APRA, and NEDRA conferences.




Katherine Swank, Consultant, Target Analytics, a Blackbaud Company

Katherine Swank, an experienced consultant with Target Analytics, guides customers on using customized data modeling and wealth identification information. Through presentations and written materials, she leads nonprofit staff and leadership through the appropriate steps to craft targeted fundraising campaigns that will generate maximum returns. Katherine authors white papers on planned giving topics that provide thought-leadership to the nonprofit industry. She is currently based in Denver, Colorado. With more than 20 years of legal and nonprofit management experience, Katherine has raised approximately $215 million for national healthcare and public broadcasting organizations, as well as an independent law school. Prior to joining Target Analytics in May 2007, she was the national director of gift planning at the National Multiple Sclerosis Society, where she provided fundraising consulting services to the Society’s chapter leadership and development staff for six years. She is an affiliate faculty member of Regis University’s master of nonprofit management degree program in Denver, teaching classroom and online courses on wealth and philanthropy. She holds an independent studies degree from the University of Northern Colorado and a law degree from the Drake University School of Law in Des Moines, Iowa.




Shaun Sullivan, Vice President and Chief Technology Officer, Blackbaud, Inc.

Shaun Sullivan is the chief technology officer at Blackbaud. He has been building, designing, and supporting software solutions for nonprofits for more than 15 years. Since joining Blackbaud in 1989, he has played a key role in every major release of the company's flagship product, The Raiser's Edge. Shaun also led development of RE:NetSolutions, The Information Edge and, most recently, Blackbaud NetCommunity. As chief technology officer, he leads the teams that focus on the company's technical direction and application of emerging technologies. He graduated with a degree in management information systems from Nichols College in Dudley, Massachusetts.




Matty Symons, Target Analytics, a Blackbaud Company

Matty Symons joined Blackbaud at the beginning of 2007 developing a program to assist small-sized customer organizations with their direct mail programs. He now works as an analytics solutions manager helping organizations find resources for donor acquisition and assisting them to maximize their current donor databases. Prior to Blackbaud, Matty worked within the direct mail industry in Australia, the United Kingdom, and the United States for the past 15 years — initially working in the for-profit arena and then within higher education at Simmons College in Boston, Massachusetts, for two years.




Amy Synoracki, Educational Consultant, Blackbaud, Inc.

Amy Synoracki started at Blackbaud more than two years ago as a customer support analyst where she received accolades from clients and peers for her ability to troubleshoot client issues and her customer service skills. She later joined the Professional Services team where she has been able to bring those same skills and apply them as a bilingual educational consultant. She brings to the table more than 15 years of customer service experience and has a varied background that allows her to think outside of the box to provide the best software and fundraising solutions available to her clients. She has trained various organizations in all different markets ranging from faith-based organizations, performing arts centers, community and health organizations, as well as higher education facilities. Amy is currently one of the few bilingual Raiser’s Edge and Education Edge consultants. She has traveled to Latin American countries to provide onsite trainings in Spanish. Prior to working with Blackbaud, Amy worked in the educational field. She has experience teaching individuals of all ages and aptitudes. She has taught Spanish in a public school setting as well as a magnet technology school. While working with the magnet high school, she designed curriculum and established new classes, which has better prepared her to work with the varied needs of her current clients. Amy has volunteered in various nonprofit agencies over the years, most recently in nursing homes and in English as a Second Language classes.




Bryan Terpstra, Senior Account Manager, LW Robbins Associate

Bryan Terpstra has more than 20 years of direct marketing fundraising experience. Over the course of his career, he has had responsibility for managing strategy, production, and analysis for a number of large nonprofit organizations. At Robbins Associates, Bryan is responsible for a team of eight client-service staff members and serves as the senior day-to-day contact for the American Cancer Society account, managing all aspects of the relationship with a focus on long-term strategy development, overall program analysis, and budget management. Bryan also serves as a key strategist and senior day-to-day contact on the St. Labre and MAP International accounts. He is currently a member of the board of directors of the Direct Marketing Fundraisers Association and serves as vice president. He also recently served on the Programming Committee for the DMA Nonprofit Federation Conference, and is a frequent speaker at DMANF and DMFA events. Bryan is a 1986 graduate of Boston College and holds an MBA from Boston University.




Anthony Tomaino, Product Support Lead II, Blackbaud, Inc.

Anthony Tomaino began as a support analyst for The Financial Edge and then helped formulate the new Student Billing support group in the fall of 2006. In the spring of 2007, Anthony transitioned to product lead, where he is responsible for relaying the current pulse of our education-solution customers to the various areas of the company. He graduated from Hartwick College in the Spring of 2005 with a Bachelor of Arts in Economics with a second concentration in Management.




David Tunesi, Director of Development, Blackbaud, Inc.
David Tunesi is the director of software development for our accounting and education solutions. Born and educated in England, he has lived in the United States since 1995. He began his career with Blackbaud in 1996 in product support and since that time has held various roles including support specialist, software engineer, and development manager (engineering and quality assurance). His main task today is ensuring that Blackbaud delivers new solutions and products on time and with the highest quality. He is constantly looking for new ways to achieve these goals and new technology always plays a part.



Marc Van Baar, Enterprise Educational Consulting Manager, Blackbaud, Inc.

Marc van Baar is the enterprise educational consulting manager at Blackbaud. His passion is — and has always been — training. Every position he has held with Blackbaud since 1997 involved either training or training management. Marc is originally from the Netherlands and moved to the United States 13 years ago after graduating with a BA in marketing and management from the Nationale Hogeschool voor Toerisme en Verkeer. He regularly speaks at conferences throughout North America about Raiser’s Edge topics and training management.




Allison Van Diest, Product Marketing Manager, Blackbaud, Inc.

Allison Van Diest, senior product marketing manager for Blackbaud’s Internet Solutions, has been a marketing professional for more than a decade. Over the course of her career, Allison has collaborated with hundreds of nonprofits and those who serve them to help develop sound Internet marketing strategies with measurable impact. Allison is a frequently published contributor to industry publications such as Advancing Philanthropy, NonProfit Times, Fundraising Well, and Philanthropy Journal.



Bucky Wall, Director, Corporate Readiness, Blackbaud

Bucky Wall has been managing software projects since the early 80s. He has supervised development of software for VideoDiscs, CD-ROMs, early online stores, touch-screen museum installations, and SMS messaging. Prior to joining Blackbaud in 2004, Bucky spent eight years with Microsoft® in Redmond and Stockholm, Sweden. He has serves as Blackbaud’s release manager and, since January of 2007, director of corporate readiness, focusing on preparing the company and customers for new initiatives and solutions.



Nick Wallace, CPA, Capin Crouse LLC

Bio coming soon.



Julia Wilson, Product Manager, Blackbaud, Inc.

Julia Wilson is the product manager for all of Blackbaud's independent schools products. She has more than four years of experience at Blackbaud and first served as customer support analyst as well as a senior product support lead. She has a degree in integrated marketing communications from Winthrop University.P>



William M. Weber, President and Co-Founder, Development Guild-DDI

William M. Weber is president and co-founder of Development Guild/DDI. A frequent presenter at professional conferences, he focuses on the convergence of strategic planning, philanthropy, and leadership development. His list of clients includes: ACCION International, American Cancer Society, Columbia University School of Nursing, Inner-City Scholarship Fund, W.K. Kellogg Foundation, McGovern Institute at MIT, the Melton Foundation, New York-Presbyterian Hospital, Suffolk University, UJA Federation of New York, Weill Cornell Medical College, and Wheaton College. William has served on national and local boards of the Association of Fundraising Professionals and the International Association of Corporate and Professional Recruitment. He earned his doctorate from the Harvard Graduate School of Education and served as adjunct professor at the Heller School, Brandeis University.



Julia Wilson, Product Manager, Blackbaud, Inc.

Bio coming soon.



Tim Winkler, Principal, Winkler Consulting Group

Tim Winkler is a principal and founding partner of Winkler Consulting Group, a full service development consulting firm specializing in the areas of capital campaigns, feasibility studies, development assessments, and strategic planning. Prior to founding the firm, Tim served both private and public organizations, large and small, in numerous development capacities. His curriculum vita includes leadership roles in a variety of organizations including Furman University's major gifts office and the Medical University of South Carolina, where he served as the chief development officer for the University's largest college. Tim’s professional development achievements include leadership roles on capital campaign teams raising more than $300 million, authoring several published articles, and speaking at numerous professional events. Additionally, he is a Certified Fund Raising Executive and was recognized by the Charleston Regional Business Journal as one of the area’s "Top Forty under 40" business executives. He is an active member of the Association of Fundraising Professionals (AFP) and the South Carolina Association of Non-profit Organizations (SCANPO).



Tim Wolf, Senior Software Engineer, Blackbaud

Tim Wolf is a senior software engineer for Blackbaud, specializing in Internet technologies. He joined the company in 2004 as an early member of the Blackbaud NetCommunity team. With more than 10 years of experience in Internet development, he has focused his efforts to develop advanced web features and integrated systems solutions. Throughout his work on the NetCommunity team, he has continued to lead major integration efforts between many Blackbaud platforms and has enhanced overall design, interoperability and functionality of recent features.




M. Sue Woodward, CFRE, Consultant, Woodward Associates

Sue has over 24 years experience in nonprofit fundraising. She was named by "FundRaising Success" magazine as one of the "Top Women in Fundraising for 2006." Sue formed her own consultancy in late 2005. Her experience includes serving as Director of Direct Response Fundraising at American Red Cross NHQ where she built and led a strong team, which in 2005 alone raised just over $775 million. Prior to her employment at ARC, Sue worked for Lewis Direct as Managing Director, serving 16 national nonprofit clients ranging from Epilepsy Foundation to the National Cathedral. Her experience also includes four years as Director of Membership and Development for a national environmental nonprofit and 12 years as a professional for the Boy Scouts of America, in the USA and the United Kingdom. Her expertise is in developing fundraising programs for organizations, with particular emphasis on interactive programs. Sue is a guest lecturer for the graduate Direct Marketing program at John Hopkins and George Washington Universities, and a speaker at numerous conferences in the USA and overseas. She is a member of the DMA, DMANF, DMAW, and AFP, a former board member of the AFP/DC Chapter, and a member of the AFP International Foundation President's Committee.



Tim Winkler, Principal, Winkler Consulting Group

Tim Winkler is a principal and founding partner of Winkler Consulting Group, a full service development consulting firm specializing in the areas of capital campaigns, feasibility studies, development assessments, and strategic planning. Prior to founding the firm, Tim served both private and public organizations, large and small, in numerous development capacities. His curriculum vita includes leadership roles in a variety of organizations including Furman University's major gifts office and the Medical University of South Carolina, where he served as the chief development officer for the University's largest college. Tim’s professional development achievements include leadership roles on capital campaign teams raising more than $300 million, authoring several published articles, and speaking at numerous professional events. Additionally, he is a Certified Fund Raising Executive and was recognized by the Charleston Regional Business Journal as one of the area’s "Top Forty under 40" business executives. He is an active member of the Association of Fundraising Professionals (AFP) and the South Carolina Association of Non-profit Organizations (SCANPO).




David, Zeidman, Zeidman Development

David Zeidman is an experienced software developer that has worked with nonprofits both in the United States and un the United Kingdom, writing customizations for The Raiser's Edge and The Financial Edge. He has worked with large enterprise organizations developing applications to integrate The Raiser's Edge with third-party databases and other products. He has also worked with smaller organizations developing plug-ins to solve every day problems that occur which would otherwise be a laborious manual cleanup operation.








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