Advancing Ethics and Compliance
A Joint Webinar with aasp, ADRP, and Apra
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Join members of the ethics and compliance committees for aasp, ADRP, and Apra as we discuss case studies and scenarios in all areas of advancement services and how our three associations provide guidance and insight regarding ethics and compliance to our own nonprofit organizations. Attendees will have the opportunity to submit questions to the panel as well.
About the Presenters:
ELIZABETH GOODMAN is the Director of Data Governance and the Project Management Office for Alumni Relations and Development at the University of Chicago. She previously worked as the director of data privacy, the director of prospect research, as a frontline fundraiser, and in donor recognition at the University of Chicago. Elizabeth has also worked in Institutional Research and as the research coordinator for the Vice President of Research at the University of Alaska, and as a forensic anthropologist for the Department of Defense. She chairs the Apra Ethics and Compliance Committee. She has presented or moderated sessions at the Apra PD, the CASE District V conference, the Great Lakes Prospect Development Forum, the Association of Fundraising Professionals’ Development Day Chicago, and the aasp Summit. She holds a doctorate in anthropology from the University of New Mexico and received her BA from the University of Washington.
NECIE STEWARD is the Deputy Chief Advancement Officer at Philadelphia College of Osteopathic Medicine (PCOM), where she is responsible for providing leadership and strategic support for all fundraising and alumni engagement efforts. Steward serves as the lead prospect portfolio manager and assists with overall prospect strategies and initiatives. She has a portfolio of prospects from which to achieve frontline fundraising goals, as well as direct responsibility for database administration, reporting and data integrity and management, gifts/records processing and administration, stewardship financial processes, donor relations, prospect management and research, and campaign management.
Before joining PCOM, Steward was the Assistant Vice President for Advancement Operations at University of the Sciences, where she supervised a database conversion, all facets of advancement services, as well as university events, and fundraising. Steward has held numerous advancement positions in her career at institutions such as the University of Pennsylvania, including at the Wharton School, and Thomas Jefferson University.
Steward received her bachelor’s degree from LaSalle University and her Master’s degree in Organizational Development and Leadership from PCOM. Steward is the chair of the Ethics Committee for Association of Advancement Services Professionals (aasp) and also serves as a co-chair on the Donor Relations Best Practices Committee. She is also a board member of The Consortium, a non-profit mental health organization in West Philadelphia.
KERI KALLAWAY has 21 years of nonprofit experience and currently serves as Senior Director, Donor Relations and Gift Services at Children's Hospital Colorado Foundation. She began her tenure at the Foundation in 2007 and was responsible for the inception of their Donor Relations program. Some of her accomplishments include planning and implementing key areas of the program such as an internal and external endowment reporting processes, establishing lifetime giving societies and refining and centralizing stewardship processes such as the organization's acknowledgment process and donor cultivation/stewardship events.
Aside from her time at Children's Colorado, Keri's most recent experience includes her roles as CEO, Susan G. Komen Colorado and Executive Director, Amp the Cause, where she oversaw all program areas for both organizations.
Additionally, Keri has worked in fundraising and development at The Winston-Salem Foundation in North Carolina, Georgetown University, and The University of Connecticut Foundation, Inc. Her experience covers many aspects of a development office including communications, individual and corporate fundraising, planned giving and board development. Keri has been a member of the Association of Donor Relations Professionals (ADRP) since 2007, and was elected to the ADRP Board of Directors in 2014 and currently serves as President-Elect.
About the Moderator:
JON THORSEN is the Senior Associate Vice President of Finance, Operations and Services at the Washington State University Foundation. He joined the development profession in 1987 and has led research, relationship management, and advancement services operations for such organizations as Princeton University, the American Red Cross and The Nature Conservancy. Jon currently chairs the Best Practices in Advancement Services effort of the Association of Advancement Services Professionals, and has been recognized for his volunteer work to the association. He is a former president of APRA, and has received the association’s Distinguished Service Award. Jon has given presentations on many facets of the development profession at a number of conferences and has received the CASE Crystal Apple award for teaching excellence.
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