Speakers

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Michele Armstrong, Senior Director of Prospect Development, The University of Texas MD Anderson Cancer Center

Michele Armstrong directs MD Anderson’s prospect identification, research, and management efforts, heading a team of nine prospect development professionals who partner with more than 40 fundraisers to help them achieve their fundraising goals. With MD Anderson Cancer Center since 2008, Michele’s experience in development services spans 20 years, with a prior track record in Houston Grand Opera and DePelchin Children’s Center. Michele has worked closely with senior leadership of MD Anderson’s Development Division to build a separate prospect management function and has organized efforts to develop and implement new organizational metrics in order to standardize the activities of gift officers. She enjoys collaborating and strategizing with leadership and fundraisers, as she builds relationships and strives to integrate prospect development into the fundraising strategy. Michele earned a Bachelor of Science in Psychology from the University of Houston and a Master of Business Administration from Texas Woman’s University. She is also a Certified Nonprofit Professional (CNP) through the Nonprofit Leadership Alliance

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Arup Banerjee, CEO and Co-founder, Windfall

Arup Banerjee is the CEO and Co-Founder of Windfall, a data company that helps nonprofits identify, understand, and engage the affluent. Arup has over 15 years of experience building data-related technology companies. Prior to Windfall, Arup served as SVP, Product at Radius, a B2B predictive marketing company that raised over $125 million. Earlier in his career, Arup helped build out technical infrastructure and analytics frameworks at GoodData, a cloud-based business intelligence company based out of San Francisco. Arup holds degrees in Computer Science and Economics from Duke University and an MBA from the Haas School of Business, UC Berkeley.

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Jason Befort, Sr. Director, Benefactor Management, Vail Health Foundation

Jason Befort recently joined Vail Health Foundation as the Senior Director, Benefactor Management. He has 20 years of experience in Prospect Management and Prospect Research, primarily in health care. Prior to joining Vail Health, Jason served as System Director, Prospect Management at CommonSpirit Health, the nation’s largest non-profit health system. He spent four years at Intermountain Healthcare Foundation, first as Donor Prospect and Research Manager and then as System Campaign Officer, helping to build the prospect management program and launching the first-ever system-wide campaign. Prior to this, Jason worked at Mayo Clinic for a dozen years, the majority of the time as Manager of Prospect Management and Prospect Research at Mayo Clinic’s Florida campus.

In addition to his work experience, Jason has presented on effective grateful patient programs, team fundraising strategies, implementing gift officer metrics and data analytics at several conferences, including the Apra International Conference and the annual AHP International Conference.

He received his bachelor’s degree in history and philosophy from the University of Minnesota-Duluth.

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Bjørn Bulthuis, Director of Analytics & Information Systems, OSU Foundation

Bjørn Bulthuis is the Director of Analytics and Information Systems at the Oregon State University Foundation. Bjørn has over ten years of experience in application development and analytics in support of higher education. He works closely with colleagues to understand organizational objectives and ensure supporting processes and data are in place. By focusing on continually improving processes Bjørn enables the digital transformation of organizations. Bjørn earned a master’s degree from the University of Oregon in Applied Information Management.

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Glenda Carnate, Director, Analytics and Data Science, BMC Software

Glenda Carnate has more than 20 years’ experience in data, analytics, data science, customer experience, and technology/digital innovation for non-profit and private/public organizations. She currently leads a global team of analysts/data scientists at BMC Software, a premier provider of customer-focused ITSM solutions, speeding up the realization of value from data. Before joining BMC Software, she was part of the C-19 Task Force providing data/leadership to support the Commonwealth of MA’s procurement of much-needed supplies during the most difficult time of the crisis. As a result, she is honored/humbled to be one of the recipients of the Manuel Carballo Governor’s Award for Excellence in Public Service. She also spent time at Harvard University utilizing the power of data science to answer the question “Who is likely to give?” to inform researchers on outreach strategy and tactics. She is here today because she owes her life to the Brandeis University Wien International Scholarship Program – all thanks to prospect researchers! She says, “Though sometimes what you do seems a bit too much day-to-day and just a job, you’ve all made a difference in my life.” Please message her via LI or DM her at IG.

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Kevin Clauson, Associate Professor, Pharmacy and Health Sciences, Lipscomb University

Kevin A. Clauson, Pharm.D., is an Associate Professor at the Lipscomb University College of Pharmacy & Health Sciences in Nashville, TN. He began investigating the potential for blockchain technology as follow-up to his previous work as founding director of a World Health Organization Collaborating Center. Dr. Clauson has explored blockchain for clinical trial data sharing at the White House, CryptoKitties and CryptoZombies as hands-on assignments with students, and as a core implementation for a charity pharmacy. He currently serves on the editorial board of Blockchain in Healthcare Today and Frontiers in Blockchain, the Advisory Board for ConsenSys Health, and as a distributed ledger technology subject matter expert for HIMSS and IEEE. Dr. Clauson is a recipient of the Blockchain for Education Collaboration Award and won the Blockchain in Healthcare Today Editor’s Choice Award. Dr. Clauson’s work has generated coverage by the New York Times, Forbes.com, Wall Street Journal, and BBC Radio. He received his Doctor of Pharmacy from the University of Tennessee – Memphis and completed a Research Fellowship at the University of Missouri – Kansas City.

Diana Collins, Associate Director, Philanthropy Information and Operations, Institute of International Education

Diana Collins is an experienced Operations Manager with a demonstrated history of working in the non-profit organization management industry, skilled in data architecture, process automation, volunteer management, and international education.

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Maxwell Dakin, Assistant Director, Prospecting and Special Initiatives, UNICEF USA

Max Dakin manages the Development Analytics program at the John F. Kennedy Center for the Performing Arts in Washington, D.C. At the Kennedy Center, Max develops analytics solutions for pipeline management and prospect research. An advocate for continuous improvement and data-driven strategy, Max collaborates with fundraising and technical teams to help organizations reach their full potential.

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Rodger Devine, Associate Dean of External Affairs for Strategy and Innovation; Data Science, University of Southern California, Dornsife College of Letters, Arts and Sciences

Rodger Devine is the Associate Dean of External Affairs for Strategy and Innovation at the Dornsife College of Letters, Arts, and Sciences at the University of Southern California. Rodger brings 20 years of experience in information technology, business intelligence, organizational development, and cross-functional leadership. Rodger completed his graduate studies in information science at the University of Michigan School of Information and is completing his doctoral studies in Organizational Change and Leadership at USC Rossier School of Education with a research focus on online learning related to workforce development. He is co-author of Data Science for Fundraising: Build Data Data-Driven Solutions Using R and Hands-On Deep Learning with R: A Practical Guide to Designing, Building, and Improving Neural Network Models Using R. Main areas of expertise: * Data Science and Information Technology * E-Learning and Professional Development * Organizational Change and Leadership.

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Jordan Dupuis, Sr. Assoc. Director, Analytics and Reporting, MD Anderson Cancer Center

I have been working in Development since 2012 in a variety of roles, including gift processing, database migration, prospect research, grant-writing, event management, and as a fundraiser. This varied experience over the last decade has primed me for my current role at MD Anderson Cancer Center as an analytics and reporting professional. The experience gained in these roles has enabled me to better support various team functions by providing actionable data and visualizations that can drive results. I use SQL, Crystal Reports, Tableau, Python and other tools to inform strategy,

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Nadine Francis, Principal, Betterverse Consulting

Nadine is the founder and lead consultant for Betterverse Consulting. A graduate of Scripps College with a BA in Studio Art, and the University of Redlands where she received an MBA with an emphasis on information systems, Nadine has worked in nonprofits and higher education for over twenty years, including decades-long stints at Pomona College and Pitzer College in Claremont, Calif. She’s been a jack of all trades: major gift fundraiser, associate vice president responsible for capital campaign fundraising, advancement services guru, leader of alumni and parent relations, programmer and report writer, and resident donor relations expert. Although Nadine’s true passion lies in all things tech, she always says, “There’s no better way to understand systems than to spend a day in a fundraiser’s shoes.” A member of AASP, AHP, CASE and APRA, Nadine is a regular presenter on topics ranging from business intelligence to data integrity. In 2019, she led a team that won the CASE Silver Award for Best Practices in Advancement Services. Consulting for healthcare foundations and nonprofits since 2013, Nadine launched Betterverse Consulting in 2020. She loves working with organizations that are mission-driven and committed to making a “betterverse” for all.

Roshni Gohil, Data Analyst, MIT

Roshni Gohil is a data analyst in MIT’s Strategic Information Management office within Resource Development. She applies user experience and business analysis techniques in building data sets and Tableau dashboards for MIT’s major and principal gifts operations.

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Grant Gooding, Founder and CEO, Proof Positioning

Grant is the Founder and CEO of Proof. Grant got his professional start in the mergers and acquisitions world working first on the legal side then buy-side analysis, valuations and eventually transition management. After years of analyzing acquisition failures, he discovered the leading cause of transaction failures was that there was a lack of understanding and measurement as to why customers and donors work with and donate to the organization they do. With his MBA emphasis in qualitative marketing from the University of Missouri Kansas City, Grant spent the next several years experimenting with methodologies and measurement techniques that could be used to quantify qualitative data. After working with a nationally renowned brand analyst, Grant discovered a quant method that could be used to assess brand preferences. With that as a starting point, he and his team utilized some principles of neuroscience and created a new methodology that accurately quantifies emotional resonance. PROOF method stands alone as one of the most compelling and accurate ways to quantify human emotion. Today, Grant speaks all over the country in the areas of Emotional Data, an emerging field that PROOF is helping pioneer.

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John Gough, Senior Executive Director, The University of Texas at Austin

John is the Senior Executive Director for Advancement Data Operations and Strategy at the University of Texas at Austin. He has previously held positions in data analytics at UT Austin and in institutional advancement at the University of Illinois at Urbana-Champaign. John is a co-founder of the Texas Advancement Analytics Symposium (TAAS) and an editor of the Journal of Advancement Analytics (JAA). He currently serves as a faculty member for the Annual Giving Network (AGN) and has held adjunct teaching positions at the University of Illinois at Urbana Champaign in their School of Information, and at the University of Texas at Austin in the Department of Economics. John holds an MS in Library and Information Science, Data Curation, UIUC; MA in French Literature, NYU; and a BA, University of Utah.

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Katie Harrell, Associate Director of Advancement, Strategic Performance Management, University of Illinois at Urbana-Champaign

Katie believes in the power and importance of strong systems to drive efficiencies and excellence in performance. Her approach to her work in advancement is best summed up in the words of James Clear, "You do not rise to the level of your goals. You fall to the level of your systems." In her current role in performance management at Illinois, Katie takes a systems-based approach, identifying and addressing misalignment between operational processes, technical solutions and fundraising strategy and subsequently develops, manages and leads change initiatives that drive efficiencies and enhance fundraiser performance. Katie earned an MBA from the Bolz Center at the University of Wisconsin at Madison, specializing in arts administration and a Bachelor's of Music at the University of Louisville. She has worked in a variety of roles in arts non-profits and spent the last ten years in higher education advancement at the University of Illinois.

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Alex Oftelie, Senior Vice President of Decision Science, BWF

Helping clients build internal capacity to develop impactful analytics and drive program success is what motivates Alex Oftelie. At BWF, where he oversees the Decision Science practice that is focused on data science and engagement science, his work with clients involves predictive modeling, analytics training, survey design and implementation, and analytics program development.

During his 10 years in the industry, he’s seen data become the philanthropic sector’s most valuable resource, which is why he’s passionate about helping clients amplify the impact of this vital resource on their missions. Every day Alex finds inspiration in knowing that the missions of the clients he serves make our world a better place for us all.

Alex is credited for introducing behavioral science into nonprofit analytics, focusing not just on what constituents do but truly uncovering and understanding how they feel and how that sentiment drives their philanthropic behavior. When not immersed in left-brain activities like algorithms, analytics, modeling, and research, Alex enjoys engaging his right brain with jazz, chess, and cooking.

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Amber Palmer, Research Analytics Director, Sinai Health Foundation

Amber Palmer is the Director of Research Analytics at the Sinai Health Foundation in Toronto, Ontario. With a background in quantitative and qualitative research methods, Amber holds a Masters in Sociology from Carleton University and a Bachelor of Education degree from the University of Ottawa. Her contributions to the Briefcase Report Initiative at Queen's University won silver at the 2021 CCAE Prix d'Excellence (Canadian Council for the Advancement of Education). In 2020, Amber was one of the winners of the inaugural Data Science Now Dashboard Challenge (Association of Professional Researchers for Advancement (APRA)). She has presented on data-driven fundraising, Prospect Management and Prospect Research integration, and Relationship Mapping.

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James Rogol, Assistant Director of Advancement Business Intelligence, University of Virginia

James Rogol joined the University of Virginia’s Advancement Business Intelligence group in 2018. In partnership with the University’s multitude of schools, units, and foundations he tackles Data Science problems to better inform strategic decision making. A “Double Hoo,” he holds a Bachelor of Arts in Russian Literature & Language and a Master of Science in Data Science from UVA.

Prior to joining the philanthropic sector, James worked as a videographer, video coordinator and performance analyst for teams at the University of California, University of Virginia, and the United States Soccer Federation. A veteran of national and regional broadcasts of athletic events, he continues to freelance for the ACC Network.

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John Sammis, Senior Data Scientist, CCS

John Sammis is the Chief Data Scientist for CCS and brings more than 30 years of experience with statistical analysis and predictive modeling, with over 15 years of that working with fundraising organizations. John helps CCS clients apply leading edge data analytics tools to address specific organizational objectives. John is part of the CCS Analytics team and is the primary producer of customized predictive models for CCS clients. He works with the internal CS and client staff during the entire data analytics process, from pulling the appropriate data, through vetting and validating to generating results and reports that clients can effectively use in their fundraising efforts. John earned an MBA from the Johnson Graduate School of Management at Cornell University and a BS in Chemical Engineering from Clarkson University.

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David Schemitsch, Data Science Engineer, Columbia University

David Schemitsch is a data science engineer on the Insights and Analytics team at Columbia University’s Office of Alumni and Development. He joined Columbia’s Prospect Development team as a research analyst in 2013. He began his career in nonprofit fundraising in 2009 at the International Rescue Committee, where he served in prospect research and advancement roles. He received a BA in politics and anthropology from New York University and is currently pursuing a master’s degree in data science from Columbia University. He has presented on several topics at the intersection of data science and fundraising.

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Dale Wright, Associate Dean & Chief Advancement Officer, Grainger College of Engineering, University of Illinois at Urbana-Champaign

Dale Wright serves as associate dean & chief advancement officer for The Grainger College of Engineering at the University of Illinois at Urbana-Champaign. He is responsible for the strategy and operations in fundraising and constituent engagement and is the campaign director for the college’s $550M goal in the "With Illinois" $2.25B comprehensive campaign. As of today, the college is at 109% of the goal.

Over the last 20+ years, Wright has held a variety of alumni and fundraising engagement roles in higher education. He has guided several deans, academic leaders and university leadership through the campaign planning process and execution, over three $1B+ comprehensive campaigns. He is an experienced fundraiser and leader, designing engagement programs to help teams and volunteers meet philanthropic goals. Wright is an active CASE volunteer, currently serving on CASE District V Cabinet and appears regularly as a faculty member/speaker at CASE conferences and other CASE educational programs. Wright also holds membership in organizations such as the African American Development Officers Network, the Association of Fundraising Professionals and is involved in other non-profit work, including serving on the Executive Committee of the Board of Directors for the American Legion Boys State of Missouri (Missouri Boys State). He earned both his bachelor’s and master’s degree from the University of Missouri (Mizzou).