2022 Speakers

We’re grateful for the knowledge, expertise and generosity of our 2022 “Minds” speakers. We’re still adding more, so check back!
🍎 = Returning Meeting of the Minds Faculty Member!
🍏 = First-Time Meeting of the Minds Faculty Member!

Bob Burdenski – Co-Chair 🍎

Bob Burdenski is an internationally-recognized annual and regular giving programs consultant for schools, colleges and universities. He is a prolific writer and published author, often appearing in CURRENTS Magazine, the member magazine of the Council for the Advancement and the Support of Education (CASE). Bob is the author of three CASE books: Innovations in Annual GivingTen Departures That Worked, which presents ten U.S. case histories of advanced annual giving strategies; More Innovations in Annual GivingTen Global Departures That Worked, which features case histories from institutions around the world; and a new CASE book, Online Innovations in Annual and Regular Giving, Ten Dozen Departures That Worked.  In 2013, Innovations in Annual Giving was published by Fudan University in Shanghai, becoming the first CASE book translated into Chinese.

Bob is a recipient of the CASE Crystal Apple Award for Lifetime Teaching Excellence as ranked by his audiences. He has educated (and entertained) at presentations throughout North America, Europe, Asia, and Australia, including numerous CASE Europe Annual and Regular Giving Conferences and Masterclasses.  He presented CASE’s first-ever annual giving training programs in India, Japan, Ireland, Singapore, Hong Kong, New Zealand and Australia, and he is also a frequent contributor to CASE’s Online Speaker Series on the subject of annual and regular giving.  In 2019, Bob served for the third-straight year as Chair of the CASE Institute for Senior Annual Giving Professionals, and was named a CASE Laureate for his years of volunteer service to the profession.

Since 2002, Bob has served as the moderator of FundList, the largest fundraising e-mail discussion listserv in the world, with thousands of development professional subscribers.

John Taylor – Co-Chair 🍎

John Taylor is Principal of John H. Taylor Consulting, LLC.  For nearly 5 years John served as Associate Vice Chancellor for Advancement Services, as well as Interim Campaign Manager during his last 18 months, at North Carolina State University. He holds a B.A. in Mass Communications and Socio-Political Change from Vanderbilt University, and a Certificate in Nonprofit Management from Duke University. John has also served as Vice President for Research and Data Services at CASE – a position he held from its inception in late 2002.  Prior to that he was the Director of Alumni & Development Records at Duke University for nearly 15 years.

John formed one of the largest advancement-related listservs in the world, FundSvcs, now with over 3,600 subscribers.  He has spoken at hundreds of conferences across the country and received the CASE Crystal Apple Award for Outstanding Teaching. He is the Founder and Former President of the Association of Advancement Services Professionals. John received the AASP Jonathan Lindsey Lifetime Achievement Award in 2012.  He resides in Durham, NC, with his wife and children.

Armik Allen 🍎

Armik Allen is the Executive Director of Advancement Services at California Lutheran University. She has more than two decades of advancement experience, a deep understanding of what organizations need to thrive, and the insight to tailor programs for the greatest effect. Armik specializes in the functional infrastructure of development systems, preserving the best of existing operations while implementing improvements that enhance the organization’s potential. Armik and her teams have maximized operational efficiencies in fundraising, gift processing, reporting and analytics, constituent tracking, relationship management, fund management, and donor relations. Prior to her current role, Armik served as the Senior Director of Advancement Services at California State University San Marcos and was the Associate Vice President of Advancement Services at the Kansas State University Foundation.

Gizel Avina 🍏

Gizel Avina is Associate Director of Alumni Relations & Development at Claremont Graduate University.

Lily Barger 🍏

Lily Barger is Director of Constituent Management Technologies at University of California, Riverside.

Kevin A. Barry 🍏

Kevin A. Barry is currently the Senior Director of Development at Mount Saint Mary’s University, Los Angeles, where he leads all efforts for individual giving to resource the institution. For the past 20+ years, Kevin has held fundraising roles with a focus on building cultures of philanthropy, engaging innovative strategies to increase donor bases nationally and internationally, and working to cultivate effective teams. He holds a BA in Communications from DeSales University, and a MA in communications and public relations from LaSalle University. He writes and speaks about various philanthropic issues.

Jill Boline 🍎

Jill Boline is a founder of the Meeting of the Minds Conference, and served for 23 years as Director of Annual Giving at CSU Los Angeles before retiring in 2020. She has great taste in wine and her husband Don is a fabulous chef. You’d be retired, too.

Christina Brandel, CFRE 🍎

Christina Brandel has a passion for making the world a better place for all and loves a good “why.” After nearly two decades in non-profit and higher education fundraising, she has joined the team at Marketing Communication Resource, Inc. (MCR) to leverage her skills and experience on behalf of MCR clients. She was a first-generation college student who is fiercely committed to providing post-secondary education to those who choose it. She firmly believes that showcasing causes that are meaningful and connect with donors is important work.

Kerry Brooke Steere 🍎

Kerry Brooke Steere is the Director of Annual Giving at Claremont McKenna College. For nearly five years, she led the Annual Giving team at Colorado College (CC) to a record 41.4% growth in alumni donors. Prior to CC, Kerry was a member of the “dream team” at Wellesley College which celebrated 53.4% overall alumni participation. She is a proud alumna of Skidmore College, where she earned a dual B.S. in Business Economics/Management, and Theater. Like any good liberal arts grad, Kerry has a variety of interests including performing, hiking with her husband, Kevin, and their Bernese Mountain Dog, listening to podcasts at the gym, and refining the perfect ask amount algorithm. She is thrilled to be a part of Meeting of the Minds in 2022.

Terri Carlos 🍎

Terri Carlos is one of the founders of the Meeting of the Minds Conference and is the retired Director of Philanthropy for Student Affairs and interim director for the College of Natural Science at California State University, San Bernardino. In her role, she was the chief fundraiser for the university’s campus-wide priorities including the EOP Renaissance Scholars, the Veterans Success Center, the Obershaw DEN Food Pantry, Undocumented Student Success Center and other student success initiatives.  Prior to her appointment, she served as the university’s Director of Annual Giving since April 1999, overseeing the entire annual giving program, including the annual Faculty Staff Campaign.  During her tenure, Terri has raised more than $11.7 million in gifts and pledges, including $5.7 million in planned gifts and several scholarship endowments.  She served as a Vice Chair for the 2020 CASE District VII Connect West conference, and she served CASE DVII as a board member from 2019-2020 and 2007-2011; notably as program co-chair for the 2009 conference held in San Francisco and as Conference Chair for 2011 in Los Angeles.  She and her husband Jorge live in San Bernardino with their daughter, Elle.

Caroline Chang 🍏

Caroline Chang is Vice President, Product and Community Engagement at UC Innovation.

Kevin Decker, MS 🍏

Kevin Decker, MS, is the Director of Data Analytics at San Diego State University. He has worked in prospect development for 20 years. He previously worked in prospect research and management during the University’s successful $815M comprehensive fundraising campaign which was completed in 2017. Kevin has volunteered on the board of the California Advancement Researchers Association and on the curriculum planning committee for APRA Prospect Development. His passion for statistics and performance analytics can be traced back to his lifelong interest in baseball.

Rodger Devine, EdD 🍎

Rodger Devine is the AVP for Advancement Operations at Pomona College. He previously served as Senior Executive Director of Business Intelligence for USC Dornsife College of Letters, Arts and Sciences, including USC Shoah Foundation, at the University of Southern California.  Rodger oversees data analytics, information strategy, advancement operations, data administration, prospect development and leadership annual giving programs. Prior to joining USC, Rodger served as the Director of Information, Analytics and Annual Giving at the Michigan Ross School of Business, where he managed information, analysis, reporting and business processes related to development strategy, portfolio activity and goal attainment.  Rodger brings over 15 years of experience in enterprise information systems, software engineering, IT operations, organizational development and cross-functional leadership. Rodger completed his graduate studies in information, analysis and retrieval at the University of Michigan, where he was a member of the Michigan Data Sciences team and co-founded the Student Organization for Information, Analysis, and Retrieval.  In his spare time, Rodger speaks at various conferences, teaches machine learning workshops and volunteers in data projects that benefit non-profits such as the A2 Data Dive. Rodger is the author of Data Science for Fundraising: Build Data-Driven Solutions Using R.

Frank Dickerson, PhD 🍏

Frank Dickerson came to see that the effective use of language is the critical factor in crafting a successful marketing or fund-raising message. He fell into fund raising in 1969 as president of a student organization his freshman year at The Ohio State University. He felt he had been tricked, since the job description said nothing about having to raise funds. But as a communication major he enjoyed the process and ended up making a career of it. Eventually he helped lead development at an international NGO that now raises $700 million annually. He left that job to go into consulting. He earned his BA at Ohio State, an MA at The International School of Theology, an MBA at Pepperdine, and a PhD from Claremont Graduate University. In his career he has trained thousands both how to write fund-raising copy and how to ask individuals to support a cause in face-to-face visits.

Becky Frantz, PhD 🍎

Becky Frantz, PhD is the Executive Director of Customer Services at UC Davis Advancement Services. In this role she oversees the Business Relationship Manager team, who focus on user data and system needs, as well as the Service Desk and Training team, who support getting users onboarded to the division-supported systems. She finds joy in having users engaged with data and systems so they can do their jobs more seamlessly. Becky also supports the team in making decisions on gift policy and gift agreements. Becky holds a PhD in Education and Human Resources from Colorado State University and Master’s degree in Higher Education Administration from Penn State University. She is also trained specifically in applied statistics and has been a National Data Policy Fellow sponsored by the NSF and Association for Institutional Research. Before UC Davis Becky spent time in the Development and Alumni shops at Stanford and Penn State.

Amanda Garvin-Adicoff 🍎

Amanda Garvin-Adicoff is a Lead Applications Programmer with Advancement Services at the University of California, Davis. Her team serves as part of Business Intelligence to support the Annual Fund and other UC Davis schools and units. With more than a decade of combined experience in programming and higher education, Amanda is dedicated to creating and improving processes that make all aspects of fundraising easier for her development colleagues at UC Davis. Amanda is a polyglot with a passion for language acquisition and holds a BA in Economics from Stanford University.

Natalie Graff 🍎

Natalie Graff serves as the Executive Director of Advancement Services for Cal Poly Pomona, overseeing their Prospect Research & Management, Donor Relations & Stewardship, and Gift Processing offices. With over 13 years of experience in higher education fundraising, as well as an MBA from Cal Poly Pomona, she and her team ensure that all members of the Bronco family have an exceptional philanthropic experience. In her free time, Natalie enjoys spending time with her husband, two cats, dog, and friends. She also enjoys thrift shopping and collecting vintage furniture.

Jennifer Dunn Greenspan 🍎

Jennifer is the Executive Director of Leadership Annual Giving and Constituent Relations at the USC Dornsife College of Letters, Arts and Sciences. In her role, she oversees the annual giving team, mass appeal strategies and activities for USC Dornsife and maintains a portfolio of annual leadership prospects and donors. Bringing more than 15 years of higher education fundraising experience, prior to joining USC, Jennifer served on the annual giving teams at Chapman University, UC Irvine and UC Santa Cruz.

Amy Hanson 🍏

Amy Hanson is the director of reporting and business analysis at the California Institute of Technology (Caltech). In this role, she serves as a project manager, business analyst and manages the portfolio of projects for Advancement and Alumni Relations in collaboration with stakeholders, business analysts, and developers, and oversees the training program. Prior to joining Caltech, Amy was a project manager in the Office of Annual Giving at North Carolina State University, and served as counsel on capital campaigns for major institutions in her role as an associate director for Community Counseling Services. She has worked for a variety of nonprofit organizations, including the San Marino Schools Foundation and the John Muir Project at Earth Island Institute. Amy holds a MNA with from North Park University, a BA in liberal studies with an emphasis in elementary education from Point Loma University, a BA in fine art from the Design Institute of San Diego, is a Prosci® change management practitioner and a certified project manager professional.

Marina Tan Harper, PhD 🍎

Marina joined UC Davis in 2016 as Senior Director for International Development. She has customised giving platforms for alumni, parents, and friends of UC Davis to give from abroad: Asia, Europe, Latin America, and Canada. Understanding local giving traditions, propensity to give, affinity, connectedness, and readiness of varied constituents on the ground, she knows this is not one-size-fits fundraising. Marina was also the Founding Director of the Development Office at Nanyang Technological University, Singapore. During her tenure from 2005 to 2014, S$500 million of private support was raised, she made a deep and transformational impact on students, faculty and the university through private support with the naming of: Wee Kim Wee School, Rajaratnam School, Lee Kong Chian School, Lien Ying Chow Drive, Tan Chin Tuan Lecture Theatre, Toh Kian Chui Annex, Margaret Lien Centre for Professional Success, and Sembcorp Marine Lab. Marina Harper earned her PhD in philanthropic studies in 2019, from the Lilly Family School of Philanthropy, Indiana University.

Elizabeth Hersh-Tucker 🍏

Elizabeth Hersh-Tucker is the Director, Philanthropy – Southwest Region for the National Park Foundation.

Karen Latora 🍏

Karen Latora is Customer and Partner Advocate with UC Innovation.

Ryan Lawrence 🍎

Ryan Lawrence is the Associate Director of Digital Philanthropy at the University of California, Berkeley where he oversees digital fundraising efforts within university development and alumni relations.  Ryan manages the Berkeley Crowdfunding program, which raised half a million dollars from more than 4,200 donors last academic year. Additionally, Ryan is serving as a project manager for Big Give, Cal’s annual fundraising 24-hour event. He also evaluates and tests new technologies to engage and solicit the Berkeley community and has recently implemented a texting program at Berkeley’s call center and beyond. Ryan has been working for UC Berkeley since February 2016.  Previously, he served as the Assistant Director of Web Fundraising at the University of Delaware, where he also received his bachelor’s degree in English.

Kamalei Lee 🍎

Kamalei Lee is the Director of Annual Giving at Pitzer College. She received a bachelor’s degree in public relations from the University of La Verne with a background in communications, fundraising, digital media, organizational leadership and community outreach.

Mark Longo 🍎

Mark Longo is the senior director of strategic initiatives and development administrative management at the California Institute of Technology (Caltech). In this role, Mark collaborates with development stakeholders to plan, facilitate, and accomplish strategically identified, cross-functional projects and process improvements. Areas of focus include benchmarking, project management, development administrative management, and board meeting support. Previously, Mark was the deputy director of strategic development services at Georgetown University, and he led the development operations teams at the National Geographic Society and the National Trust for Historic Preservation. Mark is a frequent presenter at AASP, CASE, APRA, Academic Impressions, and other industry conferences. Mark earned a bachelor’s degree in economics-finance from Bentley University and a master’s degree in leadership from Georgetown University. Mark has also received a certificate in project management from Caltech and is a certified Prosci® change management practitioner.

Shalonda F. Martin 🍎

Shalonda F. Martin, EdD is the Senior Director, Data Integrity at the University of Southern California. Shalonda is an advancement services professional and DEI strategist with over 19 years of experience. She has led teams at Pepperdine University, UCLA, and USC. She specializes in developing and curating DEI content, developing quality assurance programs, leading change efforts, and developing comprehensive strategies grounded in equity. Shalonda is the Sr. Director of Data Integrity at USC and is also the founder of SM Coaching and Consulting. She has a BS and MS from Pepperdine University and an EdD in Org Change and Leadership from USC where her dissertation examined the paucity of women of color in higher education.

Kalyn Rose Miller 🍏

Kalyn Rose Miller is Associate Director of Alumni Relations at the Drucker School of Management at the Claremont Graduate University.

Dan Montplaisir

Dan Montplaisir serves as Chief Advancement Officer and member of the President’s Cabinet at Cal Poly Pomona. He also serves as the chief executive officer for the Cal Poly Pomona Philanthropic Foundation. His portfolio includes all units related to fundraising, strategic communications, alumni and parent programs, and campus events. Montplaisir came to Cal Poly Pomona with more than 25 years of higher education advancement experience at both public and private institutions. Throughout his career, Dan has focused on building accountability and transparent performance systems that allow campus leadership to recognize the impact of philanthropy. Prior to Cal Poly Pomona, Dan served the University of California Irvine, as Assistant Vice Chancellor for Development, overseeing the $1 billion “Shaping the Future” Campaign. Originally from Florida, Dan served as Vice President for Advancement at Embry-Riddle Aeronautical University where he led the successful completion of their first comprehensive campaign and worked with the Board of Trustees to unveil a national media campaign. Montplaisir earned a BA from the University of Central Florida and a Master’s degree from Indiana Wesleyan University. He holds the professional credential of CFRE (Certified Fund Raising Executive) and is active in professional organizations that include CASE (Council for Advancement of Secondary Education) and AFP (Association of Fund Raising Professionals).

Lucy Moore 🍏

Lucy Moore is joining her first Meeting of the Minds Conference live from Brisbane, Australia. Lucy is an experienced fundraiser who has worked at the Queensland University of Technology (QUT), The University of Queensland (UQ) and the University of Melbourne. She has significant experience in Donor Relations, Regular Giving and Campaigns. At QUT, Moore has strategic oversight for building the donor pipeline through Major Giving, Regular Giving, Donor Relations, Bequests and Prospect Development. Prior to QUT, Moore established and developed UQ’s Donor Relations programme during the “Not if, when” Campaign. From 2006-2010, Moore managed Annual Giving at the University of Melbourne, increasing the funds raised and donors by 60%.

Valerie Nguyen 🍎

Valerie is currently the Director of Advancement Services in University Advancement at California State University, Dominguez Hills. She has 18+ years of experience in higher education advancement services. She manages the daily operations of Advancement Services team including gift processing, database management, prospect management and tracking system (PMATS), online giving site development and maintenance for the university, financial accounting services, technological & training support, and other related functions. She serves on various campus-wide committees and partners with internal and external entities to anticipate needs and provide detailed targeted analytical needs that influence and support fundraising strategies and priorities. Valerie has a Bachelor of Science degree in Computer Science with System Programming concentration from CSU Fullerton. She completed the Leadership Development Program at CSU Fullerton in 2010-2011. She also has a certificate in Healthcare Information Technology. She resides in Westminster, CA, with her husband and their 2 children. Her philosophy: ALWAYS REMAIN A STUDENT of industry, system, and people.

Simon Nim 🍏

Simon Nim is a Lead Business Relationship Manager at the University of California, Davis. He helps front-line fundraisers with their data needs, and supports vendor security risk assessments as well as other internal data security requirements. Before coming to UC Davis, Simon was a senior software developer working with Fortune 500 companies creating embedded software and also worked at Symantec and Google as a software engineer working on encryption. During his time off he enjoys outdoor activities such as snowboarding and racing cars. He also fabricates and modifies his vehicles and enjoys racing when he can. Simon graduated from the University of California, Davis with a degree in International Relations, focusing on developing regions.

Arah Parker 🍏

Arah Parker serves as the Budget Analyst for University Advancement at Cal Poly Pomona. While she has worked in this position since 2015, she has been in the CSU system for fifteen years. Currently, Arah is serving as the chair of the University Advancement Anti-Bias Taskforce, along with colleague Natalie Graff. The UA Anti-Bias Taskforce focuses on addressing issues and eliminating anti-bias with an advancement lens. A proud graduate of the CSU, Arah earned her B.S. in Business Administration and M.A. in Social Sciences from Cal State San Bernardino. Currently, Arah is working on her Doctorate in Leadership for Educational Justice at the University of Redlands.

Don Philabaum 🍏

Don Philabaum is CEO of TalentMarks, an online provider of career and professional development programming to career centers and alumni associations. TalentMarks’ Career Speaker Series provides alumni associations with a branded career solutions that feature 31 scheduled career lectures per year. Recently published authors provide tips on managing careers, changing jobs, dealing with workplace issues, soft skills needed for advancement, and even retirement strategies. The firm’s Grad Career Festival is a four-day online career conference that introduces grads to 72 of the world’s top career authors who share tips, skills, and strategies grads need to launch their careers.  Philabaum has authored ½ a dozen books including, Alumni Online Engagement, Change It!  Create a Net-Centered College Culture, and The Unemployed Grad, And What Parents Can Do About It, as well as a dozen whitepapers, including, The Alumni Career Shop, Moving Athletes from the Playing Field to the Corporate Team, and Engaging Boomers with Virtual Content.

Perry Radford 🍎

Perry Radford (she/her/hers) is the Director of Leadership Annual Giving and The Scripps Fund at Scripps College. Previously, she has had roles at Emerson College, Caltech, and Harvey Mudd College. She began her advancement career fifteen years ago as a freshman phonathon caller at UC Santa Cruz (Go Banana Slugs!) and hasn’t looked back since.

Robin Savoian 🍎

Robin is the Associate Director of Development at the Greater Los Angeles Zoo Association (GLAZA) overseeing upper-level, annual giving. Previously, she worked with the Natural History Museum of Los Angeles County, Wally Parks NHRA Motorsports Museum and Walt Disney World. She earned her BS degree in entomology from UC Davis.

Rachel Spencer 🍎

Rachel is the Telefundraising Expert at VanillaSoft and works with 100+ universities on telephone-based campaigns. She is a true phonathon expert benefitting from a long and varied career in tele-fundraising. Over the last decade she has graduated from student caller, to professional tele-fundraiser, to phonathon manager and now phonathon advisor and consultant. In her present role at VanillaSoft she works closely with more than 80 universities around the world on a wide variety of telephone-based campaigns.

Brad Tsai 🍏

Brad Tsai is a Board Member with UC Innovation.


Jonathan Van Oss 🍎

Jon Van Oss brings over 30 years of in-depth knowledge and hands-on experience gained from various senior data analytics and market research positions for organizations, such as the American Medical Association and World Vision. Jon has also served for more than 15 years as Vice President of Data Analytics at several advertising agencies that served a wide range of national and international non-profit organizations. He is nationally recognized for his insightful marketing and fundraising database analytics, decision-tree modeling, segmentation, testing and attrition strategies and analyses.

Ray Watts 🍎

Raymond W. Watts, CSPG, is Associate Vice President for Development at Claremont McKenna College. Ray manages the Development team at the College, and oversees all College philanthropic outreach efforts, working closely with Trustees, the President and the Vice President for Advancement to achieve organizational goals. Before assuming the role of AVP at CMC, Ray served for 12 years as Senior Associate Vice President for Advancement and Senior Philanthropic Advisor at the University of Redlands, and previously served for 5 years as the University’s Director of Development, overseeing the major gift fundraising for its historic Centennial Campaign. Prior to Redlands, Ray spent 7 years at his alma mater, Loyola Marymount University of Los Angeles, spending the last 4 years as Director of Annual and Special Campaigns. Prior to this role, Ray served as Director of University Relations Administration, overseeing special events, donor stewardship and worked closely with the Vice President of University Relations. Ray received a bachelor’s degree in English literature from LMU and a master’s degree in Business Administration from LMU with an emphasis in management. Ray received CFRE (Certified Fund Raising Executive) certification in 1999, CSPG (Certified Specialist in Planned Giving) certification in 2014 and has presented at multiple conferences on varying topics relating to development and management. He is also an adjunct faculty member in the School of Business at the University of Redlands, teaching classes on management, leadership and working with students on their capstone projects.

Laura Wensley 🍎

Laura is the Director of Leadership, Annual and Reunion Giving at Pomona College. Prior to joining Pitzer College, she served as Senior Director of Development and Alumni Relations at The Webb Schools, managing the development office and an alumni program serving eight decades of alumni. She supported the school’s last comprehensive campaign which raised $50.4 million and is now part of the team launching Webb’s most ambitious campaign for its Centennial in 2022. Laura has been a faculty member for the CASE Summer Institute for Independent Schools and a speaker for CASE-NAIS, CASE VII and the California Advancement Partnership of Schools conferences.

Anthony Williams 🍏

Anthony Williams is a Business Relationship Manager with Advancement Services at UC Davis, assisting customers and stakeholders with advancement data projects. Before joining UC Davis, he was a prospect researcher with Educational Media Foundation (K-Love Air1 Radio). A graduate of the Government and Peace and Conflict Resolution programs at Sacramento State, Anthony enjoys spending his free time with his daughter and cycling with family and friends.