2025 Summer Series Deep Dive

Innovative Impact - Trends, Strategies & Tactics

 

 

Meet Our Panelists and Presenters

 


July 22 | Our Evolving Industry: Trends  

 

 

Mark Walcott | Emory University, Assistant Vice President, Technology and Business Intelligence

Dr. Mark Walcott has over 20 years of experience in technology-related and advancement services roles focused on Data Analytics, Data Management, and technological innovation.  He serves as the Assistant Vice President of Technology and Business Intelligence within the division of Advancement and Alumni Engagement at Emory University.  Dr. Walcott actively speaks on a variety of topics and has served on Blackbaud Higher Education Executive Advisory Board, Multicultural Leadership Institute (MCLP) Board, and other organizations focused on community and technological Advancement.  As a Vice President of aasp, Dr. Walcott is focused on continuing to build the profession through the strategic growth of aasp.

 

   

Wayne Combs CHOC Children's Foundation, Associate Vice President, Operations

Dr. Wayne Combs is leader in campaign and advancement management with 30 years of experience supporting higher education and healthcare. He serves as Associate Vice President of Operations and Administrative Services for CHOC Children's Foundation. At USC Rossier School of Education, Dr. Combs teaches courses in Creativity and Innovation, Strategic Communications and Change Management, and Economics and Finance in the Organizational Change and Leadership doctoral program. In support of philanthropy, Dr. Combs delivers presentations on emerging trends while serving as Past-President for the Association of Advancement Services Professionals, Faculty for AHP Madison Institute and Chair/Faculty for the Council for Advancement and Support of Education.

 
   

Anita Lawson Southwestern Law School, Director of Advancement Services

Anita Lawson has been a dedicated non-profit professional for almost 30 years. She is passionate about supporting non-profits and higher education to identify strategy and implement infrastructure to increase fundraising capacity and donor relations.

Anita is currently the Director of Advancement Services at Southwestern Law School in Los Angeles. Prior to Southwestern, Anita held advancement services leadership positions with the Los Angeles Philharmonic, The RAND Corporation, Natural History Museum of Los Angeles, and Art Center College of Design – all in the Los Angeles area. She also held similar leadership positions with Communities Foundation of Texas and Susan G. Komen For The Cure headquarters, both in Dallas, TX.

Anita is a Founding Member, former Board Member and President of the Association of Advancement Services Professionals (aasp).

   
   

Mike Fischer | Trust for Public Land, Associate Vice President, Philanthropy Operations

 

 

   

Session 2: Practical Applications That Show Strength in Outcomes

 

 

 

Andrew Gutierrez | Cleveland Clinic, Data Scientist, Philanthropy

Andrew Gutierrez is a Chicago-based philanthropy data scientist who has worked in the advancement services space since 2018. His roles have included Lead Systems Analyst and Data Scientist at Cleveland Clinic's Philanthropy Institute, and Associate Director of Development Operations at Northwestern University's Feinberg School of Medicine. His main professional focus has been on leveraging data, technology, and computer programming skills to streamline advancement processes and drive fundraising totals at major healthcare and higher education institutions.
Andrew is a member of aasp’s Education Committee, and he is also the Vice President of Illinois’s regional chapter of Apra. He graduated from The Ohio State University with a Bachelor's in Arts Administration & Policy and is currently pursuing his Master's in Data Science at Northwestern University.

 

   
   

Torey Calvert | Archdiocese of Chicago, Director, Development Information Systems

Torey Calvert is the Director of Development Information Systems at the Archdiocese of Chicago. She has worked in advancement since 2010 and began her career at Latin School of Chicago as their development associate, followed by a stint in annual giving. Torey’s data-oriented mindset and problem-solving aptitude finally landed her in advancement services, her true home. Having held many roles in one advancement office, she has a deep understanding of the nuts and bolts of development office operations and their evolution. Torey has a BS in Community Health from the University of Illinois at Urbana-Champaign. She was a founding member of the Chicago Area Independent School Development (CAISD) Conference and served on its planning and host committee for seven years.

   

Session 3:  How Does Advancement Services Respond to New Technology Trends?

 

 

Terry Callaghan | Zuri Group, Associate Vice President, Management Consulting

Terry Callaghan is a seasoned advancement professional with over 20 years of experience. She is currently the Associate Vice President, Management Consulting at Zuri Group where she leads the Data Governance Practice. Terry consults on a wide-range of subject areas including CRM selection and implementation, data quality, technology governance and gift administration.
Prior to Zuri Group, Terry was Associate Vice President, Information Technology, Analytics and Gift Processing for Rutgers University Foundation where she oversaw all IT needs for the foundation as well as gift and biographic data maintenance. Her prior experience includes leading data quality efforts at a Fortune 100 investment company.
Terry is Director of Strategic Partnerships for the aasp Executive Board. She holds Certified Information Management Professional (CIMP) - Data Governance designation.

 

   
   

John Taylor | John H. Taylor Consulting LLC, Principal

John is the Principal of John H. Taylor Consulting, LLC, an independent advancement consulting practice. He has served in various consulting capacities since 1994. John was Associate Vice Chancellor for Advancement Services and Interim Campaign Manager at North Carolina State University. He previously was the Vice President for Research and Data Services at the Council for Advancement and Support of Education (CASE) in Washington, DC. Before that, John was the Director of Alumni & Development Records at Duke University for nearly 15 years. He holds a BA in Mass Communications and Socio-Political Change from Vanderbilt University and a Certificate in Nonprofit Management from Duke University.
John formed one of the largest advancement-related listservs in the world, FundSvcs. He has spoken at hundreds of conferences internationally, receiving the CASE Crystal Apple Award for outstanding teaching. John is a founder, member, and Former President of the Board of the Association of Advancement Services Professionals (aasp). He received the aasp Jonathan Lindsey Lifetime Achievement Award in 2012.
CASE distinguished John as a CASE Laureate in 2019. He is the editor for all four editions of the CASE Advancement Services book and served as contributor and editor for the 3rd & 4th editions of the CASE Guidelines and the 1st edition of the CASE Global Reporting Standards. John is a Paul Harris Society member of Rotary International. He resides in Durham, NC, with his wife and children.
   
   

 

Pam Rollins | Temple University, Director, Advancement Analytics

   
   

Jennifer Shimp-Bowerman | Bucknell University, Director, Campaign and Prospect Development

   
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July 29 Supporting Philanthropy: Strategies   


Session 1: Reports and Dashboards for Optimizing Self-Service

 

 

 

Zachary Spurlin University of the Pacific, Senior Director Analytics and Reporting

Zac Spurlin is currently the Senior Director Analytics and Reporting in Advancement Services at the University of the Pacific in Stockton, CA. Zac has been serving in this capacity since April 2023, after rejoining the university in May 2022. Prior to returning to the University of the Pacific, Zac worked in finance as an Assistant Vice President for Products and Services. For 13 years prior to that he served in various data analytic positions at the University supporting business and finance operations and finally as the Project Manager for Planning and Institutional Research. He holds a Master of Science in Law from the McGeorge School of Law, an MBA from California State University Stanislaus, and a Bachelor of Arts in Music from California State University Stanislaus.
   
   

 

 

   

Session 2: Leveraging Content Management Tools

   

Mark Longo | Caltech, Senior Director, Strategic Initiatives and Development Administrative Management

 

 

 

   

  

   

Session 3: Educating Users to Utilize Self-Service Tools

 

 

 

Heather Kutzman | Georgia Tech Foundation, Manager of Strategic Operations and Learning

   
   

 

 

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August 5 | Managing Change: Tactics 


Session 1: Project Management Implementation for Everyone

 

 

 

Lori Stirling 

 

 

   

 

 

 


Session 2: Determining Success Metrics for Sustainable Outcomes

 

   

Sabre Leek Sleek Consulting, CEO

Sabre Leek is the founder of Sleek Consulting with more than 19 years of direct consulting experience working with higher education institutions and non-profits across the country. Ms. Leek's background includes 25 years of experience in fundraising operations including Director and Executive Director level positions.

   
   

 

   

Session 3: Change Management Adoption and Practices

 

 

 

Kate Nimety | Zuri Group, President, Management Consulting and PMO

Kate Nimety (she/her) has been an active member in the nonprofit industry since 2010, and brings more than 20 years of systems and process development. She has been a people- and process-focused consultant for more than eight years, and was deeply involved in solution development and change management while in the Development and IT departments at Yale University for over five years prior. Kate is deeply engaged with the missions of all of her colleagues and clients in the nonprofit, higher ed, health care, and arts and culture verticals. She has made lasting connections with industry leaders across all sectors, including our other consultants and vendors. Kate has served aasp for seven plus years, first as a member of the Best Practices Review Panel (2017-2018), then with the Summit Program Committee (2019-present), and has orchestrated the Elevate pre-conference workshop at Summit for the last five years. Kate is a highly-rated speaker at aasp Summit each year, has recorded an aasp Podcast episode recently, and also presents at other industry events such as this year's 2024 CASE DRIVE pre-conference workshop. It is with this consistency and dedication to volunteerism and serving our industry that Kate approaches new opportunities to serve. Her breadth of experience, from process design expertise as a Certified Six Sigma Black Belt (CSSBB), to developing a holistic Organizational Change Management practice, to leading the Consulting practice at Zuri Group with a team of deeply experienced Management Consultants, contributes to her volunteer work in ways that support the growth of our industry.

   
   

Dwight Dozier | The Georgia Tech Foundation, Chief Information Officer

Dwight D. Dozier currently serves as the CIO of the Georgia Tech Foundation. Prior to Georgia Tech, he served as senior associate vice president of advancement at the George Washington University, responsible for the areas of alumni relations, advancement services, constituent relations, and markets. Prior to his work at GWU, Dwight served as the associate vice president of university advancement and advancement services at the University of Louisville, assistant executive director of alumni services at The Pennsylvania State University, and as manager of biographical records and systems analyst at Washington State University. With more than 40 years of experience in higher education advancement, Dwight has been a faculty member, presenter, and institute and conference chairs for CASE and has served as a CASE Philanthropy Commissioner. Dwight was involved with CASE Kentucky as a board member, conference chair, and CASE KY president.
Dwight recently served on the CASE District III Board of Directors, as well as serving as a co-chair of the 2023 CASE District III Annual Conference. Additionally, he is on the board of directors of the Association of Advancement Services Professionals (aasp) and has served as the chair of the Blackbaud CRM Higher Education Product Advisory Group.
Dwight is a graduate of Washington State University and an active jazz musician.

   
   

Vicky Medlock | Emory University, Sr. Associate Vice President, Operations and Advancement Strategy (Interim)

   

 

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 2025 Summer Series