Jeff Bagel, CFRE recently had his first book released by CASE Publishing. Annual Fundraising Plans Made Simple: A Road Map for Community Colleges and Small Development Shops was CASE’s top-selling book in its category in 2017.
Jeff has extensive experience in leading organizations to maximize their potential through fundraising, volunteer and board development, the creation of strategic plans and annual fundraising plans, alumni relations, institutional marketing, and community outreach programs and partnerships.
Prior to joining eAdvancement, Jeff most recently served as Vice President of Foundation and Alumni Relations at Erie Community College (ECC) in Buffalo, NY. Under his leadership, the Foundation increased its assets more than 200 percent while also tripling its endowment.
Jeff is a recurring featured speaker at national CASE and Association of Fundraising Professionals (AFP) conferences. He has been a panelist and moderator at numerous SUNY conferences and summits and has also developed and hosted webinars for CASE, SUNY and AcademicWorks Blackbaud. In 2017, Jeff was a contributing author for the annual giving module in the AFP’s “Fundamentals of Fundraising Course” Participants Manual, which is distributed worldwide to students enrolled in the program.
Jeff served in chief fundraising roles at a variety of institutions in the arts and cultural and health care fields. During his tenure at these organizations, he completed several successful capital, major gifts and annual giving campaigns. He received 1995’s National Excellence in Annual Giving Award from the Association of Healthcare Philanthropy (AHP).
Jeff was honored as the AFP’s Western New York Fundraising Executive of the Year in 2012. He is involved in numerous community organizations and activities. Currently, he serves as Immediate Past President of the AFP’s Western New York Chapter, and as Chairman of MusicalFare Theatre in Buffalo, NY. Additionally, he has been is a former adjunct faculty member in the Fundamentals of Fund Raising program at Canisius College. Jeff is a graduate of the Executive Leadership Institute at the Center of Philanthropy at Indiana University and was one of four people nationally selected to serve as a facilitator at the Executive Leadership Institute in 2000.
Contact Jeff Bagel, CFRE at:
5590 Main Street, Suite 2
Buffalo, NY 14221
Prior to entering consulting, Susan Kubik served as Executive Director of the Northampton Community College Foundation and Vice President for Institutional Advancement for the College, located in Bethlehem, PA. Sue spent a 37-year professional career at Northampton where she built the advancement program from a one person shop to a department of more than 30 professionals encompassing development, community relations, marketing and publications, alumni affairs, special events, grants, and communications. The College has earned a national reputation in advancement, regularly receiving recognition for its marketing, publications and communications efforts, including the Council for the Advancement and Support of Education’s Circle of Excellence Award for educational fundraising on four occasions. The College Foundation’s endowment was started under her leadership and now has an estimated value including all assets of about $40 million. During her tenure the Foundation transferred more than $60 million to the College.
Sue is a past chair of the Council for the Advancement and Support of Education (CASE). She has lectured and published articles on alumni support and fund raising and has been recognized with professional awards including the 2012 Lifetime Service Award from CASE Dictrict II, the 2008 CASE/Commonfund Award for Institutional Related Foundation Executives; the National Society of Fundraising Executives, Eastern Pennsylvania’s Outstanding Fund Raising Executive Award; 2012 Take the Lead Award from the Eastern Pennsylvania Girl Scouts; the CASE District II 2001 Professional of the Year Award, and the 2002 Frank L. Ashmore Award for service to CASE and the advancement profession. In July of 2013 she received the E. Burr Gibson Lifetime Achievement Award from CASE, the organization’s highest honor. She holds bachelors and masters degrees in journalism and communications from Point Park and Temple Universities.
Within the consortium Sue provides guidance across the advancement disciplines with a special interest in assisting advancement operations with limited resources rooted deeply within the communities the college or university serves.
Contact Susan Kubik at
3741 Schaffer Street
Easton, PA 18045
Pat brings more than 30 years of experience in development communications to eAdvancement, helping clients in higher education, healthcare, human services, and culture make a compelling case and tell the stories that illustrate philanthropy’s impact. In addition to serving as an eAdvancement principal, Pat is president of SteegeThomson Communications, a marketing and communications agency based in Philadelphia serving the nonprofit market. A frequent presenter at CASE and other conferences on the power of brand building, messaging, and development communications, she brings high-level strategic thinking and creative guidance to all phases of campaign communications, from quiet phase to close and every step in between.
Pat has served as campaign communications counsel and creative director for a range of comprehensive campaigns, most recently including The Smithsonian Campaign, the University of Pennsylvania’s Making History, Lafayette College’s Live Connected Lead Change, and Montgomery County Community College’s Futures Rising. Other development communications clients include Temple University, Nazareth College, and Bryn Mawr College as well as Volunteers of America and Youth for Understanding.
Prior to coming to SteegeThomson Communications in 1999, Pat was senior vice present for marketing at the American Cancer Society in Pennsylvania. She holds an undergraduate degree in journalism from Temple University and a Master of Science degree from Drexel University.
Contact Pat PePera at
230 S. Broad St, Suite 200
Philadelphia, PA 19102
Prior to joining eAdvancement, Gary served from 2013-2017 as Vice President for Advancement at The University of Scranton, where he led a staff of 36, managed all aspects of a maturing development and constituent relations program, and was a member of the President’s Cabinet. During his tenure at Scranton, giving to the University increased by 123%.
Prior to Scranton, Gary served for twenty years as Associate Vice President of Alumni Relations at Villanova University, where he founded the award winning Leadership Summit, established an Alumni Association Board of Directors, instituted a corporate partners program and expanded programs and staff.
A recognized leader in the advancement profession, Gary has served on the CASE Board of Trustees and has chaired the CASE Commission on Alumni Relations. He has presented at numerous CASE conferences including the CASE Summit for Senior Advancement Leaders, the CASE Latinoamerica Conference in Monterrey, Mexico and the CASE Summer Institute on Alumni Relations, where he served as faculty chair. More recently, Gary was chair of the CASE Alumni Relations Metrics Task Force and a member of a CASE Peer Review team.
Gary earned both his undergraduate and graduate degrees from Villanova University.
Within the consortium, Gary’s areas of expertise include board development, strategic planning, volunteer engagement, executive coaching and integrated alumni relations/development strategies.
Contact Gary Olsen at
21 Patriot Lane
Thornton PA 19373
In addition to being an eAdvancement principal, Jerold Pearson was Director of Market Research at Stanford University for 22 years (1994-2016) – first in the Office of Development and then in the Stanford Alumni Association. Prior to specializing in research related to advancement, Jerold worked for research firms in Los Angeles and Boulder, Colorado, doing political polling, new product development, and customer satisfaction research. Since 1994, he has conducted scores of primary research studies spanning a wide range of advancement topics including alumni, parent, and constituent relations; fundraising messaging and strategy development; stewardship; online, social media, and print communications; community relations; program evaluation; and student affairs.
Jerold attended Amherst College before transferring to Stanford, where he earned his AB in communications and art history in 1975. He then did graduate study in survey research methodology at the Institute for Social Research at the University of Michigan. He has been published in market research and advancement journals, served on the editorial board of the International Journal of Educational Advancement, and has taught workshops and spoken at many conferences in the US, Canada, Europe, and Australia.
Within the consortium, Jerold focuses on conducting primary market research in all areas of advancement. He conducts quantitative research (surveys), qualitative research (focus groups), and observational research (usability testing for online resources and services). His services include designing the research plan; writing the research instruments; collecting, analyzing, and interpreting the data; and reporting the results.
Contact Jerold Pearson at:
119 Easy Street – #6
Mountain View, CA 94043
Kevin Quinn brings more than a quarter century of successful leadership experience in advancement, alumni relations and communications to eAdvancement. Most recently he served as the Vice President for University Advancement and Communications at Immaculata University, where he oversaw a staff of 20 providing leadership for the university’s fundraising, alumni relations, and marketing and communications functions. Prior to Immaculata, Kevin served in leadership roles at Saint Joseph’s University, Haverford College, Neumann University and for the social services organization Woods Services. He has had direct responsibility leading annual giving, major gift, alumni and parent relations, and campaign programs which have raised more than $400-million.
Having worked in smaller, private institutions his entire career, Kevin has a great understanding of the particular challenges facing these institutions. He has developed expertise in a wide range of areas including developing and implementing integrated fundraising programs, assessing staffing levels and capability, campaign preparedness, feasibility studies, strengthening annual giving and major gift programs, alumni association strategic planning, and board recruitment and development.
A leader in the philanthropic community, Kevin serves on the Board of Directors and as Treasurer for the Association of Fundraising Professions – Greater Philadelphia Chapter, and has taught in the AFP Fundamentals of Fundraising program. He has served on boards for the Community YMCA of Easter Delaware County, the Middletown Community Foundation, Waldron Mercy Academy and the Saint Joseph’s University Alumni Association.
Kevin earned both his undergraduate and MBA from Saint Joseph’s University.
Contact Kevin F. Quinn at:
524 Turner Avenue
Drexel Hill, PA 19026
Betheny L. Reid specializes in executive management and consulting services to individuals, educational institutions, companies and organizations. Ms. Reid has served more than twenty-five years as a CEO and executive leader in corporate marketing and communications, non-profit management, higher education advancement, and public affairs. She brings an uncommon breadth of experience and practiced leadership. Her motto: “Making Good Better™” reflects her belief that you and your team are already good and she can help you identify and reach your next level of success.
Prior to establishing her consulting practice, Ms. Reid was Senior Associate Vice President of Advancement & Campaign Director for University of North Texas, the 25th largest public university in the US; Associate Vice Chancellor & President of the Foundation for the Dallas County Community College District, the third largest community college system in the US; President of the West End Association, the largest historic and entertainment district in the southwest US; the first female chief of staff for the presiding elected officer of Dallas County, and Marketing Director for a Fortune 1000 international corporation.
At the University of North Texas, Ms. Reid completed a $200 million campaign by exceeding the goal and securing just over $237 million. During her fifteen-year tenure at the Dallas Community College District, she established the internationally recognized $30 M Rising Star Scholarship Program, the Health Careers Resource Center and STEM Institute.
An active member of the Council for Advancement and Support of Education (CASE), Ms. Reid has served on the Marketing Communications Commission, a Board member where she chaired the International Committee during the establishment of the Latin American operations, the inaugural chairman of the Advisory Committee on Community Colleges and a frequent presenter at conferences in the US, United Kingdom and Africa.
In 2012, Ms. Reid was named as the Commonwealth CASE Institutionally Related Foundation Executive of the Year.
Ms. Reid has numerous professional articles and presentations made globally. She has an undergraduate degree from the University of Texas at Austin and a graduate degree from Southern Methodist University.
Contact Betheny Reid at
Eustace Theodore, a founding principal of eAdvancement, spent most of his academic career at Yale University in a variety of teaching and administrative positions. After retiring from Yale in 1997, Dr. Theodore became the seventh President of the Council for Advancement and Support of Education (CASE), the international association for professionals in the disciplines of alumni relations, communications, and development at colleges, universities, and independent schools in the United States and 48 other countries. Prior to assuming the presidency he was an active leader for CASE serving for more than a decade on the Board of Trustees, the CASE Europe Board and as Chair of the CASE Commission on Alumni Relations.
While at Yale, Eustace was the Dean of Yale’s Calhoun College (1972-1981) and taught in the departments of American Studies and Sociology. He went on to become the Executive Director of the Association of Yale Alumni (1981-1997) during which time he worked with five Yale presidents. Since receiving his Ph.D. he worked from time to time as a management consultant to business on problems of organizational change and corporate strategy. He earned a B.A. in economics from Yale University in 1963 and a Ph.D. in organizational behavior and social psychology from Cornell University in 1967.
Within the consortium he focuses his work on providing guidance on strategic issues in all three advancement disciplines, executive coaching of presidents and advancement vice-presidents, and program audits in the areas of alumni relations and fundraising.
Contact Eustace Theodore at
700 New Hampshire Ave NW, Suite 1408
Washington, DC 20037
Tel: (202) 463-7310
Fax: (202) 318-1093
Dan White is past director of the Alumni Council at Princeton University, 1980-1999. During that time, he served in various capacities with CASE, most recently as a member of the Commission on Alumni Relations and chair of the sub-committee on continuing education for Advancement professionals.
Dan earned an A.B. at Princeton in English (1965). After a brief stint as a teacher at St. Christopher’s School in Richmond, Virginia, he returned to Princeton to work in the Alumni Council, becoming director in 1980. He also served as interim editor for the alumni magazine, and as a member of its publications board, and has written extensively for a broad range of publications, including CASE.
As a consultant, he has worked with clients to assess and help strengthen the participation of volunteers in the institution, has done executive coaching, performed program audits, and led strategic planning exercises. He has a special interest in helping institutions form effective partnerships with their volunteers.
Contact Dan White at
37 Hawthorne Avenue
Princeton, NJ 08540-3803
Tel: (609) 279-9629
Fax: (253) 423-9269