final program summit 2017
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Final Program
SUMMIT 2017
IMPACTING THE CHANGING WORLD OF PHILANTHROPYTHE HILTON CHICAGO | OCTOBER 30 - NOVEMBER 1, 2017
SUMMIT 10-YEAR ANNIVERSARY
1
I hope you join me Monday night at our special President’s
Reception: Celebrating 10 Years of AASP for a lively
event befitting of the significant milestones we’ve reached.
On Tuesday, I encourage you to enjoy lunch with your
peers and find out what AASP is doing to further both our
organization and the advancement services profession at our
AASP Recognition and Business Meeting Luncheon. During
the luncheon, we will make a special announcement that
sets the stage for the future of the organization, so this is one
gathering you won’t want to miss.
Summit 2017 is all about exploring how you can impact the
changing world of philanthropy. With relevant educational
tracks filled with engaging, expert presentations and thoughtful
discussions, we hope to inspire you to not only advance
your organization, but also your professional and personal
development. Our keynote speakers, Jennifer Mulholland and
Jeff Shuck of Plenty, will show you how to go beyond the data in
your head to the intuition in your heart—the key to making your
work more fulfilling, meaningful, and impactful.
During breaks and free time, I hope you visit the Exhibit Hall
to connect with our sponsors. Also, be sure to join fellow
attendees at networking dinners on Tuesday night to form
deeper connections with your peers.
I would like to take this opportunity to thank the passionate
board members, volunteers, and staff for planning what
promises to be our most memorable Summit thus far. It takes
an immense amount of collaboration to prepare and host
Summit each year, and I truly appreciate every individual
effort. I am thrilled you have joined us for another year of
professional development, networking, and fun.
Let’s get the celebration started!
Sincerely,
Anita Lawson, AASP PresidentDirector, Development OperationsLos Angeles Philharmonic Association
WELCOME TO OUR 10 th ANNIVERSARY SUMMIT!It’s incredible to realize that our association for advancement services professionals,
started by just seven individuals in February 2007, has grown to over 1,200 members
and counting. Our annual conference continues to break attendance records
year after year and Summit 2017, with more than 500 in attendance, is no exception.
It is certainly time to celebrate!
• Lynne Becker
• Scott Fendley
• Gail A. Ferris, MBA, JD
• Jonathan Lindsay (dec)
• Christina Pulawski
• John H. Taylor
• Stephanie Taylor
A special thanks to the seven individuals who met on February 10, 2007 in Chicago to discuss the merits of forming a professional membership organization for the world of advancement services.
PROGRAM SCHEDULE
DAY 1 – MONDAY, OCTOBER 30TRACK THEME
TRACK 1:Leadership & Career
Development
TRACK 2:Technology Trends
TRACK 3:Analytics & Reporting
TRACK 4:Prospect Management
& Donor Relations
TRACK 5:Gift & Bio
Administration
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
7:30AM-5:30PM REGISTRATION OPEN – Grand Foyer, Level 2
8:30-11:30AM
1:00-1:15PM
WELCOME & SUMMIT KICK-OFF – Grand Ballroom, Level 2 Anita Lawson, AASP President
Director, Development Operations, Los Angeles Philharmonic Association
1:15-2:15PM
GENERAL SESSION
Keynote Address – Grand Ballroom, Level 2 The Big Data of Life: Listening to the Information All Around Us
Jennifer Mulholland & Jeff Shuck, Co-Leaders of Plenty
2:30-3:45PM
BREAK-OUT SESSIONS
360 Reviews and Performance Appraisals For Advancement Services Staff
John Smilde Director of Advancement Services, Campaign Director,Calvin College
Cognitive Computing: How Big Data Becomes Big Insights
David M. Lawson Co-Founder & CEO, NewSci, LLC
Pipeline: Data Points Critical to Success
Lyn Rowland, MA Philanthropy and Development Director, Data Services and Business Analytics,Children’s National Health System Foundation
Data Sensitive Donor Relations Strategies
Dr. Wayne Combs Assistant Vice President, Administrative Services, CHOC Children’s Foundation
Gift or Non-Gift? Only Your Advancement Services Professional Knows for Sure!
Eric Valdescaro, MPPA Executive Director of Advancement Services, California Lutheran University
John H. Taylor Principal, John H. Taylor Consulting, LLC
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
3:45- 4:15PM
Networking Break – Salon A Pre-function, Lower Level
4:15-5:30PM
BREAK-OUT SESSIONS
Advancing Your Career Best Practice
Lynne Becker Principal and Owner,eAdvancement Services
Dr. Wayne Combs Assistant Vice President, Administrative Services, CHOC Children’s Foundation
Agile Change Management for a System Conversion
Rowena Montoya Director, Central Development Services,University of California, San Francisco
More Fun with Reports!
Mark K. Mathyer, MS Director, Development Services,Greater Chicago Food Depository
Daniel Rojas Data Coordinator, Development Services, Greater Chicago Food Depository
Prospect Development Best Practice Roundtable: Before, During, and After a Campaign
Dan Zarlenga Associate Director, Prospect Research & Management,Northwestern University
Lindsey M. Nadeau Associate Director, Presidential and Principal Gifts Research,George Washington University
Lori Hood Lawson, MLS CEO and Co-FounderWorkingPhilanthropy.com LLC
Sarah Daly Director of Development Research and Prospect Management,Southern Methodist University
Centralized Gift Processing at UC Davis: Our Journey to GREATnessDawn Roarty, PMP, MBA Executive Director of Gift and Data Services Advancement Services, University of California, Davis
Jessica Macaluso Assistant Vice Chancellor of Advancement Services,University of California, Davis
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
5:30-7:30PM
President’s Reception – Celebrating 10 Years of AASP – Grand Ballroom, Level 2
2
DATA ANALYTICS AND BUSINESS INTELLIGENCE WORKSHOP
Marquette Room, Level 3
EXECUTIVE SESSION (Invitation Only)
This session goes until 1:00PM Boulevard BC, Level 2
DONOR RELATIONS AND ENGAGEMENT WORKSHOP
Astoria Room, Level 3
NEWCOMER’S SESSION
Boulevard A, Level 2
3
DAY 2 – TUESDAY, OCTOBER 31TRACK THEME
TRACK 1:Leadership & Career
Development
TRACK 2:Technology Trends
TRACK 3:Analytics & Reporting
TRACK 4:Prospect Management
& Donor Relations
TRACK 5:Gift & Bio
Administration
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
7:30AM-5:30PM
REGISTRATION OPEN – Grand Foyer, Level 2
7:30-8:30AM
BREAKFAST ROUNDTABLES – Grand Ballroom, Level 2
8:30-9:45AM
BREAK-OUT SESSIONS
Mission, Vision, Values: Framing the Success of Your Existing Team and TalentVered Siegel, CFRE, bCRE Fundraising Systems Consultant, Blackbaud
Impacting the Changing World of Philanthropy
Thomas A. Chaves, MS Associate Vice President for Advancement Operations,St. Joseph’s University
Gail A. Ferris, MBA, JD Assistant Vice President, Advancement Administration and Compliance, The George Washington University
Vicky H. Medlock Associate Vice President for Advancement Operations,Augusta University
Anita Lawson Director, Development Operations,Los Angeles Philharmonic Association
Membership Power (BI) Up: Cal Aggie Alumni Association Membership Reporting
Becky Ferguson, MEd Director, Customer Service,University of California, Davis
Meg PadovaniApplications Programmer,University of California, Davis
Campaign Stewardship: Zero to $250 Million
Carrie Casper Senior Director, Campaign and Donor Engagement, Illinois Institute of Technology
Bio Data Management: Best Practices and Metrics
Alan S. Hejnal, MA Data Quality Manager, Smithsonian Institution
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
9:45-10:00AM
Networking Break – Salon A Pre-function, Lower Level
10:00-11:15AM
BREAK-OUT SESSIONS
Learning to Lead with Excellence
Jonathan W. Brooks, MA Director, Annual Giving and Individual Giving, University of Houston - Downtown
Utilizing Emerging Technologies for Prospect Research
Lyn Rowland, MA Philanthropy and Development Director, Data Services and Business Analytics,Children’s National Health System Foundation
Chris Lundberg CEO, Founder, Frakture
Empowering Users: Self-Service and Building a Data-Savvy Culture
Benjamin Costello Director of Advancement Services,Ithaca College
Panel Discussion: Ethical Dilemmas
Lynne Becker Principal & Owner,eAdvancement Services
Gail A. Ferris, MBA, JD Assistant Vice President, Advancement Administration and Compliance, The George Washington University
Martha Lauria, MBA Director, Gift Administration and Donor Services, Memorial Sloan Kettering Cancer Center
Vicky H. Medlock Associate Vice President for Advancement Operations,Augusta University
Saskia SawyerAssistant Vice President, Gift Services, University of Colorado Foundation
Necie Steward, BADeputy Advancement Officer,Philadelphia College of Osteopathic Medicine
Perfect, Clean, and Immaculate Data: How to Build an Outstanding Data Integrity Program
Nadine Francis Senior Director of Advancement Services and Information Systems,Pomona College
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
11:30AM- 1:30PM
AASP Recognition and Business Meeting Luncheon – Grand Ballroom, Level 2
Keynote Address – Grand Ballroom, Level 2
Eat, Pray, Give: An Exploration of Generosity and Gratitude in a Changing World Lynne M. Wester, Founder and Principal, Donor Relations Guru®
4
DAY 2 – TUESDAY, OCTOBER 31 continuedTRACK THEME
TRACK 1:Leadership & Career
Development
TRACK 2:Technology Trends
TRACK 3:Analytics & Reporting
TRACK 4:Prospect Management
& Donor Relations
TRACK 5:Gift & Bio
Administration
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
1:30-2:45PM
BREAK-OUT SESSIONS
Best Practices in Fostering Leadership in Advancement Services Talent
Chelsey Megli, MA Director, Advancement Talent Management,University of Oregon
Merrell Milano Senior Associate,Bentz Whaley Flessner
Using Voting and Gamification to Distribute Challenge Funds
Troy J. Ritchie Philanthropy and Development Director, Data Services and Business Analytics,Children’s National Health System Foundation
Edward BehringerFounder-Chief Technical Officer, Amplo
Transform Reporting for Your Comprehensive Campaign
Michele Miller Executive Director, Advancement Services Butler University
From Discovery to Major Donor! A Case Study on Discovery Work in a Cause-Based and Deadline-Driven Organization
Erika M. Yanez, MLS Associate Director, Prospect Research, Planned Parenthood Federation of America
Megan Heister Director, Research & Prospect Management, Planned Parenthood Federation of America & Planned Parenthood Action Fund
Campaign Planning and Operations
Monica M. Keith, MBA Executive Director of Advancement Services, Skidmore College
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
2:45- 3:15PM
Networking Break – Salon A Pre-function, Lower Level
3:15-4:30PM
BREAK-OUT SESSIONS
Achieving World Class Performance with Analytic Insight
Rhonda K. Arsenault, MS Associate Vice President for Advancement Services,Virginia Tech
Adam Gafke, CFRE Executive Director, Development Operations,Hoag Hospital Foundation
Scott R. Lange Vice President,Grenzebach Glier + Associates
The Evolution of Annual Giving and How It’s Changing Your World
Randy A. Kinder Senior Director of Annual Giving, University of Alabama at Birmingham
Information Delivery: Don’t Report... Take Action!
Kate Nimety, MFA Principal Consultant,BrightVine Consulting
The Cheese to Your Macaroni: Forming Strategic Alliances with Prospect Development
Lindsey M. Nadeau Associate Director, Presidential and Principal Gifts Research, The George Washington University
Bond Lammey, MM Managing Associate,Bentz Whaley Flessner
Campaign Counting
Lauren Shiver, MBA Associate Vice President, Advancement Services, Virginia Commonwealth University
4:30- 5:00PM
Networking Break – Salon A Pre-function, Lower Level
5:00-6:00PM Panel Discussion – Grand Ballroom, Level 2
CAMPAIGN BEST PRACTICES
Moderated by Dr. Meredith HancksDirector, Prospect Research & Management, Western Illinois University
6:30PM Networking Dinners – Sign up at registration
Advancing Your Career in 2018
AASP’s Career Center receives over 4,000 page views per year, making this a great resource for posting job openings or searching for your next position. AASP members receive special pricing. Learn more at advserv.org/networking.
John H. Taylor Principal
John H. Taylor Consulting, LLC
Caroline Chang, MBA
Higher Education Consultant,
TSI-Transforming Solutions, Inc.
Shomari WhiteAssociate Vice President,
Business Operations & Services, Children’s
National Medical Center
Michele MillerExecutive Director,
Advancement ServicesButler University
Monica M. Keith, MBA
Executive Director of Advancement Services
Skidmore College
5
DAY 3 – WEDNESDAY, NOVEMBER 1TRACK THEME
TRACK 1:Leadership & Career
Development
TRACK 2:Technology Trends
TRACK 3:Analytics & Reporting
TRACK 4:Prospect Management
& Donor Relations
TRACK 5:Gift & Bio
Administration
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
8:00-11:30AM
REGISTRATION OPEN – Grand Foyer, Level 2
8:00-9:00AM
BREAKFAST ROUNDTABLES – Grand Ballroom, Level 2
9:00-10:15AM
BREAK-OUT SESSIONS
You Want Us to Do What?? Change Management in Theory and Practice
Susan Faraone Senior Consultant, Aspen Leadership Group
Christina Pulawski Associate Vice President, Campaign Management and Information Strategy,Art Institute of Chicago
Leslie Taylor Gonnella Chief Operating Officer & Campaign Director,The University of Chicago Booth School of Business
Transforming Development Operations: Robots, Data Warehouses, and Automation, Oh My!
Justin Kenel Senior Software Engineer, Frakture
Shannon Miller Senior Coordinator, Digital Production, SOS Children’s Villages
The ‘Milking Stool’ of Development: Analytics, Knowledge, and Strategy
David M. Sterling, PhD Director of Advancement Operations, Western New England University
From There to Here: How Our Prospect Management Procedures and Reports Have Morphed During Our Campaign
Lisette Clem, MBA Director of Advancement Services, Bryant University
Evolution of Records Management
Derek W. Clark Senior Director of Advancement Services, The University of Georgia
ROOM Salon A-3, Lower Level Salon A-4, Lower Level Salon A-5, Lower Level Salon A-1, Lower Level Salon A-2, Lower Level
10:15-10:45AM
Networking Break – Salon A Pre-function, Lower Level
Exhibits close at conclusion of the break
10:45-11:30AM Panel Discussion – Grand Ballroom, Level 2
HOW DOES YOUR ORGANIZATION STACK UP? RESULTS OF THE 2016 AASP STAFFING SURVEY
Michelle R. Hussey, MBAAVP Advancement Services, The University of Alabama at Birmingham
Jason Boley Senior Associate, Bentz Whaley Flessner
11:30AM Meeting Adjourns
6
SPECIAL EVENTS AND WORKSHOPSNewcomer’s Session Location: Boulevard A, Level 2 Monday, October 30 | 8:30 – 11:30AM
This session covers the ins and outs of advancement services: from where newcomers fit to the responsibilities of different roles. Industry leaders explain best practices for newcomers to the field.
Sponsored by:
Executive Session (Invitation Only) Location: Boulevard Room BC, Level 2 Monday, October 30 | 8:30AM – 1:00PM
Advancement services professionals in leadership positions are invited to our four-part event, including an interactive activity with discussion, a keynote presentation on change management, an expert-led panel discussion, and a networking luncheon.
Donor Relations and Engagement Pre-Conference Workshop Location: Astoria Room, Level 3 Monday, October 30 | 8:30 – 11:30AM
Led by Dr. Meredith Hancks, this session brings together small groups to work on case studies with peers. Discover how different aspects of donor engagement can help your organization truly make an impact on the changing landscape of philanthropy.
Data Analytics and Business Intelligence Pre-Conference Workshop Location: Marquette Room, Level 3 Monday, October 30 | 8:30 – 11:30AM
In this interactive session, led by Dr. Mark Walcott, participants will discover how data analytics continues to shape our industry and how it can be used to solve a variety of problems – data hygiene, scoring models, donor segmentation, and other purposes.
President’s Reception: Celebrating 10 Years of AASP Location: Grand Ballroom, Level 2Monday, October 30 | 5:30 – 7:30PM
Let’s celebrate 10 great years of AASP at our President’s Reception and 10th Anniversary Celebration. Enjoy cocktails, appetizers, and a lot of AASP memories while we look back at the major milestones and people who helped shape who we are today and look forward to an even brighter future.
Sponsored by: Breakfast and Roundtable Discussions Location: Grand Ballroom, Level 2 Tuesday, October 31 | 7:30 – 8:30AM Wednesday, November 1 | 8:00 – 9:00AM
Jump start your morning with breakfast and your choice of roundtable discussions on Tuesday and Wednesday. Discussion topics will be submitted by attendees in advance.
AASP Recognition and Business Meeting Luncheon Location: Grand Ballroom, Level 2Tuesday, October 31 | 11:30AM – 1:30PM
Join our discussion on how AASP is advancing the organization and the industry as a whole during the AASP Business Meeting Luncheon. We’ll also take time to recognize our dedicated volunteers and make a special announcement you won’t want to miss!
Networking Dinners Location: Downtown ChicagoTuesday, October 31 | 6:30PM
Get to know your fellow advancement services colleagues and enjoy a dinner at one of Chicago’s top restaurants. Stop by the registration area to sign up for one of our pre-reserved dinners. Please note that dinner will be at the expense of each participant.
Download the AASP Summit mobile app from Apple’s App Store or the Google Play StoreYou can also access the presentation materials and session evaluations by visiting http://bit.ly/2gseXKj (case sensitive) and clicking on the black HTML button.
Sponsored by:
• View the complete event schedule, explore all the offered sessions, and get detailed presenter information.
• Keep your fingers on the pulse of the most popular sessions and events by accessing the app’s Activity Feed which will highlight photos, ratings, comments, and more.
• Receive announcements and obtain the most up-to-date event information.
• Earn points and achievements. Tap into your competitive side!
• Expand your professional network and have fun by interacting with other attendees in the app.
• AND MORE!
GENERAL INFORMATION
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Evaluations
Evaluate sessions on your mobile device through the AASP Summit mobile app or on your laptop by visiting http://bit.ly/2gseXKj (case sensitive) and clicking the black HTML button. An overall evaluation of Summit 2017 will be emailed to you following the event.
Wireless Internet Access
Network: Hilton Chicago Meeting Access Code: aasp2017 (case sensitive)
Twitter and Facebook
Share your Summit memories! Use the hashtag #AASP17 when tweeting @advserv or on Facebook: http://facebook.com/AdvServ
Advancing Your Education in 2018
2018 Regional Symposia
AASP’s Regional Symposia bring the newest training and education to advancement services professionals around the United States. Plan ahead for the symposium near you!
2018 Webinar Lineup
January 11: “Gift Receipting” Alan Hejnal, Data Quality Manager, Office of Advancement, Smithsonian Institution
March 22: “Technology Adoption, Onboarding, and Training” Monica M. Keith, MBA, Executive Director of Advancement Services, Skidmore College
May: “Prospect Development”
September 20: “Stewardship Reporting” Sarah E. Sims, CFRE, Executive Director, Donor Relations, University of Florida
November 16: “Data Quality” Terry Callaghan, CFRE, Executive Director, Donor Relations, University of Florida
February
Miami, Florida
March
Smithfield, Rhode Island Bryant University
Washington, D.C. American University
Atlanta, GeorgiaScheller School of Business at Georgia Tech
April
Pomona, California Meeting of the Minds at Cal Poly Pomona University
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Leadership & Career Development Track
Technology Trends Track
Gift & Bio Administration Track
Analytics & Reporting Track
Prospect Management & Donor Relations Track
Breakout Sessions, Networking Breaks, Vendor Area
SUMMIT 2017 Hotel MapLower Level
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SUMMIT 2017 Hotel MapLevel 2 and 3
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Please note that the International Ballroom and Foyer are accessedthrough the Lobby Level.
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Executive Session(Invitation only)
Welcome & Summit Kick Off
Breakfast Roundtables
General Session Panels
Recognition and Business Meeting Luncheon
Registration
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Data Analytics & Business Intelligence Workshop
Donor Relations & Engagement Workshop
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T HANK YOU TO OUR AASP VOLUNTEERS From committee members to regional symposia hosts, AASP volunteers play a vital role in enriching the membership experience and empowering the advancement services profession.
Board of Directors Anita Lawson, President
Shomari White, Vice President
Jennifer Liu-Cooper, Secretary
Lisette Clem, MBA, Treasurer
Thomas A. Chaves, MS Immediate Past President
Dr. Wayne Combs, Member At-Large
Dwight Dozier, Director
Michelle R. Hussey, MBA, Director
Jessica Macaluso, Director
Vicky H. Medlock, Director
Robert Weiner, Director
Volunteers Melanie Armstrong
Beverly Bain
Kristen Batten
Jeff Baynham
Lynne Becker
Erika Bernal
Todd Blandford
Nora Blessner
Jason S. Boley
Tom Boren
Tamsin Burns
Donna Bursey
Joseph Calger
Terry Callaghan, CFRE
Daryl Cannon
Caroline Chang, MBA
Derek W. Clark
Maria Cochrane
John Crowley
Deborah Cunningham
Sarah Daly
Josem Diaz
Lisa Domkowski
Scott Fendley
Gail A. Ferris, MBA, JD
Beth Flynn
Tracy Forkin
Aaron Forrest
Donna Freddolino
Teresa Goddard
Elma Goduto
Barbara Gomez
Andrew Grant
Brennan Hadden
Dr. Meredith Hancks
Alan S. Hejnal, MA
Efraim Hernandez
Carole Hornik
Ann House
Bart Jacobs
Korey Janse
Wayne (CJ) Jones III
Monica M. Keith, MBA
Robert E. King J.D.
Jenny Kleintop
Joshua LaBorde
Martha Lauria, MBA
David M. Lawson
Lori Hood Lawson, MLS
Sharon Lonthair
Preston Lundgreen
Elias Makhoul
Amy Marks
Karla Martinez
Melody A. McBeth
Charlotte McGhee
Christine McGuire
Eliza McNulty
Joe Meister
Michele Miller
Ilana Lester Moreno
Jennifer Moszczynski
Lindsey M. Nadeau
Bill Nalley
Candyce Newell
Amy J. Phillips
Susan Quinn
Sophia Reid
Vaishali Revollo
Jennifer Riordan
David Ritchie
Ellen D. Rohwer
Michael Ross
Michelle Ryder
Robert Saunders
Saskia Sawyer
Angela Scott
Lauren Shiver
Vered Siegel, CFRE, bCRE
Sarah E. Sims, CFRE
Phoebe Slanetz
Malinda Slayton
Mary Carole Stark
Marcy Sterkin
Lori Sterling
Necie Steward, BA
Ben Storck
John H. Taylor
Sarah Thomas
Jon Thorsen
Kelly Travis
Cynthia Tuomi
Eric Valdescaro, MPPA
Dr. Mark Walcott
Rick West
Michiel Westerkamp
Carrie White
Brittani Williams
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