Terry Callaghan, Cimp Email & Phone Number

Bend, Oregon, United States

* Lead for Zuri Group Data Governance Practice. Develop and implement Data Governance and Data Literacy programs and standards for client implementation. * Implement Salesforce CRM systems for philanthropy including Affinaquest and Kindsight Ascend. Conduct Requirement Sprints, Requirements Inventory, System Interface Analysis, Testing and Production Support* Implement Salesforce Marketing Cloud including: IP Warming, Preference Center Analysis, Data Extension Design, Journeys, Business Units and Campaigns * Perform assessments of business processes and organizational structure, specializing in: gift processing and acceptance; biographic data maintenance and quality; gift agreement content and workflow; information security and compliance; and advancement services. * Perform current state technology assessment and develop fundraising eco-system strategy. * Conduct business requirements analysis and system selection for advancement technology including: CRM; Electronic Marketing; Event Management; Online Commerce; Gift Processing and Operations including Salesforce and Marketing Cloud. * Conduct analysis for information delivery; design and implement reports and dashboards to measure performance, and to provide strategic insight.* Provide guidance on fundraising strategy.

Bend, Oregon, United States

* Perform current state technology assessment and develop strategic fundraising system plans. * Design innovative system and process solutions using evolving technologies.* Conduct business requirements analysis and system selection for advancement applications including: CRM; Electronic Marketing; Event Management; Online Commerce; Gift Processing and Operations. * Perform business process analysis; recommend and implement best practices in advancement operations including gift acceptance and management; prospect development; donor relations, security and compliance. * Conduct analysis for information access and analytics; design and implement reports and dashboards to measure performance, and to provide strategic insight. * Design and implement Data Governance and Data Literacy programs.

* Procured record level sponsorships for annual Summit conference, doubling revenue from $152k in 2019 to $307k in 2024. * Created engagement opportunities for our sponsors during the virtual Summits held in 2020 and 2021. Continued the growth in revenue during these critical pandemic years. * Initiated the aasp partnership to create the Diversity, Equity and Inclusion for Advancement Services, the seminal white paper for the industry. * Developed and conducted analysis for advancement services career survey and trends with industry partners BWF and Lindauer. Over 1,000 respondents. Presented to national audience (2022, 2023).* As Director, Education and Programming (2018 - 2019), restructured Summit conference program to incorporate 40% additional content for attendees.* Assisted in the formulation and recruitment of speakers for the 2023 and 2024 Summer Series Program. * Played an integral role in the development of the new Knowledge-Base paradigm to bring effective and timely resources to our professional community.* Ongoing work with aasp to provide leadership content and resources for our profession. * Annual, highly-rated conference speaker and summer series presenter on topics including: data governance, CRM implementation, data integrity/augmentation, prospect development, analytics and electronic marketing.

* Provided information and business applications to enable fundraising and alumni engagement professionals in support of Rutgers University mission* Implemented Salesforce Marketing Cloud solution for advancement and alumni communications including system design, data analysis and IP warming. * Managed data conversion and anaylsis for Affinaquest RM, Advancement CRM. * Developed strategic information and architecture plan and oversaw implementation of Salesforce CRM partner technologies* Represented Rutgers University on Salesforce Corporate Advancement Advisory Council* Participated in the Rutgers University Enterprise Salesforce CRM Steering Committee. * Implemented data analytics and data science initiative, providing strategic information insight to foundation leadership including prospect pipeline performance and fundraiser productivity. * Identified and implemented data enrichment, integrity and augmentation services. Implemented new methods of gift processing and biographic records automation, including middleware tools such as Informatica. * Streamlined server infrastructure through transition to cloud and IAAS technology, and integration with university virtual environment. * Rutgers representative on the Big Ten Academic Alliance (BTAA) Data Governance Team to improve and expand governance infrastructure at Rutgers.* Actively participated in Rutgers CIO leadership council to develop and implement institutional initiatives including Project Governance Lifecycle, Future of Work at Rutgers Guidelines and Software Licensing Consolidation* Coordinated Foundation US and international compliance and ethics including, for example, GDPR, CCPA, TCPA, NJ OPRA (public records), PII, CAN-SPAM.* Implemented Rutgers Women in Technology initiative as part of the BTAA.* Published: "Data Governance in the World of Constituent Relationship Management", Journal of Education Advancement & Marketing, Henry Stewart Publications, Vol. 6, Summer 2021.

* Provided executive leadership for information technology solutions and strategy for Rutgers University Foundation and Alumni Association.* Implemented comprehensive three year strategic plan focused on data driven decision making; system usability; analytics and CRM technology. * Managed wealth screening and modeling initiative with third party experts. Lead evaluation of research data and prospect analysis. * Transitioned 50+ server on-premise data center to cloud hosting platform. Strategically managed transfer and consolidation of services to SAAS, IAAS and virtual server environment. * Developed Tableau business intelligence platform for data driven decision making. Focus on revenue forecasting, portfolio strategy and KPI management. * Implemented Gift Processing automation to increase efficiency; improve accuracy and enhance donor experience. Reduced processing time by 33 percent, and improved data entry accuracy from 98.5% to 99.7 through use of MS Sharepoint for workflow management. * As an innovation partner with Uprising Technology, implemented a mobile platform for front-line staff with integrated access to core advancement CRM and social data sources. * Implemented CRM tools as part of comprehensive engagement acceleration strategy, including: Salesforce, Marketo, Cvent and Team Raiser peer-to-peer fundraising.* Developed cross-departmental Salesforce platform for university Corporate Engagement Center integrating data intelligence and providing comprehensive support for corporate partners. * Implemented a Grateful Patient engagement and qualification system using Salesforce. Patent pending on application. * Co-Chair Rutgers University Software Licensing Committee - provide centralized licensing and improved functionality for university partners. * Active Member, Rutgers University CIO Leadership Council. Coordinate annual strategic planning.*Member, Big Ten Academic Alliance data governance committee

* Direct all aspects of the information technology, data quality and gift processing departments. * Provide team leadership and management of comprehensive IT services for more than 250 development and alumni relations professionals at multiple university locations. * Manage system implementation projects and software/hardware licensing, vendor contracts/relationships; and systems budgets. * Services include application development, management reporting, business and data analysis, end-user reporting and training, help desk, computer operations, server management, networking and PC support. * Direct development, design and distribution of reporting on campaign progress, gifts and alumni biographic data to all offices of the university.* Restructured application development and business analyst teams resulting in a 25% reduction in staff. * Data Analysis and Integration – Managed data analysis and feeds from the university student system, financial aid, athletics, human resources and payroll systems. Implement data augmentation and quality assurance services from third party vendors.* Implemented several asp.net, Oracle and SQL Server based systems including: Ellucian Advance Web Access, Smartcall, End-User Reporting Application, MS Great Plains Accounting and iModules social media network.* Presented on data quality and acquisition, information technology and advancement services topics at conferences for CASE, Association of Advancement Services Professionals (AASP), and Ellucian Live!

* Chair, Sungard Advance User Group* Chair, Sungard Advance Product Advisory Group* Founding Chair, Sungard Advance Web Special Interest User Group* Implemented first Advancement Database system for Rutgers University * Instituted policies and procedures for programming and reporting design and development

Restructured department for industry standard roles. Implemented technology policies, procedures and Service Level Metrics. Supervised development of MS Access Database to provide ad-hoc reporting.Conducted RFP, selection and contract process for first Advancement database system.

* Data Quality and Stewardship* Supervision 5 Programming and Business Analyst Staff* Oracle RDBMS Design and SQL Programming

* Business Process Reengineering* Data Analysis and Oracle RDBMS Design* SQL and Ad-Hoc Reporting Instructor

Information Technology Leadership And Strategic Solutions, Technology Strategic Framework

Year-long program to develop strategic thinking and leadership skills through coaching and teamwork. Capstone project: Women in Technology.

Mini-Mba, Center For Management Development

Activities and Societies: Mini- MBA Digital Marketing / Social Media - 2010; Certificate in Leadership Development - 2008

Ba, Economics

Activities and Societies: Yearbook Editor, Customs/Freshwoman orientation, Senior Class Economics Rep., Ten year class reunion chair.