Congratulations Shelby Carroll

Dear Team,

I am excited to report that Shelby Carroll will assume the role of Director of the Cavanaugh Council and President’s Circle Program effective July 1, 2018. As Assistant Director and then Associate Director for the past four years, Shelby has demonstrated outstanding leadership, collaboration and a deep commitment to our membership and Notre Dame. In her new role, she will lead the Cavanaugh Council and President’s Circle team of Suzanne DeGuilio and Nick Shelton and oversee all aspects of the program as we work towards our new Boldly goal of raising $25M by 2020. Please join me in congratulating Shelby!

Best, Drew

Welcome Katie Engel

I’m pleased to announce Katie Engel as the newest member of the Prospect Management team. Katie will serve as a Prospect Research Analyst helping the Prospect Management team provide strategic insights into current prospects and future benefactors. In this role, Katie will also help the Prospect Management team track key business and fundraising trends, and provide timely updates to our consultants and fundraisers.
Katie has a B.A. in English from Pepperdine University where she ran Cross Country and Track. More recently she earned her master’s degree in Science, Technology, and Public Policy from the Rochester Institute of Technology. While at RIT Katie also worked in the Assessment, Technology, and Communications office in the Division of Student Affairs.
Katie’s first day will be July 9th.  Please join me in welcoming her to the Notre Dame family!
Yours in Notre Dame,
Ian Montijo

Welcome Salonee Seecharan! 

Please join me in welcoming Salonee Seecharan as a member of the Data and Financial Management Team. Salonee is from Queens, New York, born in Trinidad and Tobago. A recent graduate, she studied sociology during her undergraduate years at Notre Dame.

Last year Salonee was one of the inaugural members of the Development Internship program. Most recently, as an undergraduate intern, she worked with Shelby Carroll on the evolution of the Cavanaugh Council directory by turning it into a digital version.

Salonee joins the team this week as an innovative projects coordinator.

Amy Schell

Congrats and Welcome, Brandon Tabor!

I am happy to announce that Brandon Tabor has accepted the position of Director, Operations and Technology in annual giving, where he will lead a talented team responsible for driving unrestricted and giving society revenue and new donors to Notre Dame through the implementation of effective processes, segmentation and emerging technology.

Brandon joined Notre Dame in December 2012 as a member of the Storytelling & Engagement team, first as a Graphic Designer and most recently as Associate Director. His creative leadership, strong work ethic and can-do attitude have had a positive impact on much of what we do across the entire division. We could not be more thrilled to welcome him to the annual giving team. Please join me in congratulating Brandon!

Thanks,
Ashley

The position of Graphic Designer in Storytelling & Engagement will be posted shortly. If you are interested in this position or know of an outstanding candidate, please reach out to Brandon Tabor or Jim Small.

Welcome Lauren Brown

I am excited to welcome Lauren Brown (no — a different Lauren Brown) to the Annual Giving & Strategic Marketing team as Marketing Project Specialist. In this role she will serve as project manager for all AGSM initiatives which will include development of new strategic marketing campaigns, working closely with the Storytelling & Engagement team and working with internal and external partners to effectively execute all AGSM priorities.
Lauren graduated from Bethel College in 2012 and since then has worked in marketing at Bradley Company and most recently as an Account Executive at Pathfinders Advertising in Mishawaka. She has lead strategy and execution for national marketing campaigns including Boxed Water is Better, Amyway and Welch’s. We couldn’t be more excited to have her to join our team. Her official start date will be July 9, 2018.
Please join me in welcoming Lauren!
All my best,
Ashley Gerard

Best Wishes, Kennedy St. Charles

Congratulations to Kennedy St. Charles for faithfully completing her two-year term as a participant in the university-wide Staff Fellows program. We are thankful for her rotational contributions to Storytelling, Special Events and Stewardship, Alumni Association, ND Trail, Campaign Administration, and Learning and Organizational Development. Kennedy’s final day in the office is Friday June 29.

We wish her the best in her next chapter: a fast-track MBA program in the Freeman School of Business at Tulane University.

Well done, Kennedy! You are forever a member of the Notre Dame/University Relations family.

 

Welcome Colleen Bailey to Donor Services

Please join Donor Services in welcoming Colleen Bailey to the team as our Financial Analyst! Colleen, a 2013 UND grad, is excited to come back to campus after spending five years in the Detroit area with PricewaterhouseCoopers and Holy Cross Services. Welcome Colleen!
Thanks,
Stacy

Parking Garage Lighting

The installation of the new lighting on the 2nd floor of the parking garage has been completed. Starting Monday, June 25th, please return to parking on the 2nd floor. Next week, they will work on the 3rd floor lighting. Thank you for your patience as Kite completes these updates.

Emotional Intelligence

 

Emotional Intelligence

—known interchangeably as EI or EQ is the ability to identify, appraise, and handle one’s emotion. Emotional intelligence plays an important role in life success. People who know and can manage their own emotions and feelings, as well as those of others, are at an advantage in any domain of life.

Check out some Skillport resources to learn more about EQ and how to develop it!

 

 

FOR A FULL  LISTING OF AVAILABLE RESOURCES,  BROWSE THE FULL CATALOG AT:

http://universityofnotredame.skillport.com

F E A T U RE D  A S S ET S

Targeted Course:  Navigating the Workplace with Emotional Intelligence (26 min)

Video: Embedding Emotional Intelligence Techniques (3 min)

Book
: Emotional Intelligence: Managing Emotions to Make Positive Impact on Your Life and Career

For more information or to suggest topics for next month, contact askHR at askhr@nd.edu.

Congrats, Ashley Gerard!

Dear friends,
I am pleased to announce that Ashley Gerard has been promoted to director of fundraising in annual giving. She will provide leadership to a strong team of fundraisers, committed to increasing unrestricted and giving society revenue through the cultivation of personal relationships. The open associate director of fundraising position on this team, reporting to Ashley, will be posted shortly.
Ashley assumed her current position of director of operations and technology in August 2016, and has provided leadership to a talented team responsible for maximizing unrestricted revenue and donor count through the execution of effective processes, segmentation, and new technology. This position will be posted immediately for five days with a preferred candidate, and will report to Ashley. Please feel free to reach out to me or Ashley directly if you have interest in either of the positions mentioned above.
Please join me in congratulating Ashley!
All the best,
Ryan

Tech Answers 24/7

The Office of Information Technology (OIT) has implemented ServiceNow, a self-service portal to provide support for all your technology related needs.  This enables you to log and track all your requests (software, hardware, and data requests), report a problem, and utilize the knowledge base for answers to many of your technology questions. We are migrating our DIS Data Requests to ServiceNow and will utilize it for our Help Desk requests as well to provide a single location to manage your IT requests. Our Development Help Desk together with OIT will be hosting one-hour demonstration on how to use this new tool.  Please mark your calendar and attend one of these upcoming sessions:

Tuesday, June 26

9:00-10:00

Lower Level Grace Hall

Tuesday, June 26

2:00-3:00

ESC Family Room

Wednesday, June 27

10:00-11:00

ESC Family Room

Thursday, June 28

1:30-2:30

Lower Level Grace Hall

Rosemary Michalski

Welcome Caitlin Olivier

“Dear Colleagues,
I am pleased to share that Caitlin Olivier will be joining the Donor Communications, Recognition, and Stewardship Team on June 25th.  Caitlin, who is a graduate of Trinity University in San Antonio Texas, comes to us from Indiana University.  During her time at Indiana University, she has served as a Salesforce CRM business analyst supporting the university’s regional campus admissions office.  Prior to her position at Indiana University, Caitlin worked at Drexel University in their admissions office as a Director of Freshman Admissions.  In her Program Director position, Caitlin will lead our cumulative giving initiative, oversee the stewardship efforts for capital donors, partner with some of our Principal Gift Officers to ensure best-in-class stewardship efforts, and assist with additional stewardship projects and events.  Caitlin lives in South Bend with her husband and son. We are delighted to have Caitlin as a member of our team, and we hope you will help us extend a warm Notre Dame welcome to Caitlin!
My Best,
Jessica”

June Matching Gift Email

The June matching gift email was sent on Friday, June 15 to this list of assigned entities who work for matching gift companies and have made a gift since April 9, 2018. Please note that individuals on the second tab of the excel file (“Fundraiser Outreach”) have not received the matching gift email message (all gifts exceeding $24,000) but are eligible to match their gift.  You are encouraged to reach out to your assigned benefactors directly to discuss details and answer questions related to the matching gift process.  If you have any questions regarding this communication, please reach out to Laura Snell. ​


Updates to Parking Garage Lighting

A friendly reminder from our friends at Kite Realty:

Martell electricians will be upgrading the parking garage lighting on the 2nd floor starting Monday, June 18th, beginning with the northern most 2 rows and possibly moving into the ramp area. We ask all residents, employees and tenants to please park on the 1st or 3rd floor next week to allow electricians room to work. We thank everyone for their cooperation with these upgrades.

Andy Gilmour, Operations Manager

Welcome and Congratulations in Campaign Events and Stewardship

Dear colleagues:

I am delighted to announce that Geni Holmes will be joining our team as the Program Director for Campaign Events & Stewardship on July 9, reporting directly to me and taking responsibility, with Tory Grimes, for the planning and execution of all Boldly Notre Dame events and activities. Geni will also take a leadership role with planning other University events, such as dedications. Geni comes to Notre Dame from her most recent position as the Executive Director for University Events at Wake Forest University, where she was responsible for commencement, campaign events and board meetings. Her higher education experience includes stewardship and events roles at Purdue University as well as the University of Kansas, and she also led programming and stewardship at the Smithsonian Institution in Washington D.C. We are fortunate to have convinced Geni to join our team as she has a wealth of experience and has proven to be a leader in the field, having spoken at numerous CASE conferences over the years. Geni earned her bachelor’s degree from Northwest Missouri State University and is excited to be returning to the Midwest as her two grown children reside in West Lafayette, just down the road from Our Lady’s University.

In addition, I am also happy to announce a promotion for Tory Grimes to Associate Director for Campaign Events & Stewardship. Tory has demonstrated an incredible work ethic, creativity and teamwork in the last four years on the Special Events & Stewardship team. This past year, in addition to helping orchestrate four Weekends with the President, a Leadership Weekend and the Campaign Cabinet meetings with great aplomb, she led the Corbett Family Hall Dedication. Dick Corbett’s family shared later that this was the happiest they had ever seen Dick. Tory has a wonderful way with benefactors, offering incredible hospitality and stewardship at every turn. We are so fortunate to have her on our team.

Please join me in congratulating Tory and welcoming Geni.

My best,

Katherine Lane

FYE Closing Memo for UR

To:      University Relations

CC:      Controller’s Office

From:  Stacy Koebel-Harder

Date:   6/12/2018

Re:      June 30, 2018 Year End Close

In order to properly account for pledges and gifts through June 30, 2018 please keep in mind the following items:

Gifts/Pledges

  • Gifts in the form of cash and wires need to be received by the University by June 30, 2018 (in hand or post marked) and need to be delivered to Donor Services by noon, July 6, 2018.
  • Gifts in the form of securities should be in the University’s investment by Friday, June 29, 2018 to be considered a FY18 gift.
  • Gifts sent to the lockbox with postmarks through June 30, 2018 will be processed by the end of day, July 6, 2018.
  • FY18 pledges with the appropriate supporting documentation should be to Donor Services by noon, July 6, 2018 for FY18 processing.
  • Gifts and pledges received on July 1st for FY19 will be processed on July 9, 2018.

Reporting

  • The Daily Transaction Report delivered on the mornings of July 1 through July 7, 2018 will reflect FY18 transactions only.

Please let us know if you have any questions.  Happy Fiscal Year End!


— 

ND Shares: Mental Health Resources

Thank you to Laura Midkiff, Wellness Center Coach Martha Vanderheyden, and Department of Psychology Professor & Practicum Coordinator Dr. Jennifer Hames for leading a timely and engaging discussion on mental health and emotional wellbeing. Please contact them anytime.

To participate in an ongoing discussion group on this topic, please contact Laura Midkiff.

Slides from Monday’s presentation

 

Article: How To Talk About Mental Health Issues at Work

Video: Michael Phelps Commercial

Notre Dame Psychological Services Center

Book: The Gifts of Imperfection. Let Go of Who You Think You’re Supposed to Be and Embrace Who You Are by Brene’ Brown, Ph. D., L.M.S.W. 2010

Video: The power of Vulnerability TED Talk by Brene Brown 

Video: The Biggest Myth about Vulnerability by Brene Brown

Welcome Sara Munoz to Donor Services

Donor Services would like to welcome Sara Munoz as our Coordinator. Sara is an alum from Indiana University and comes to us from a law firm in Elkhart where she served as the client liaison and assistant. Sara enjoys spending time with her fiance, Matt Futa, and their three rescue dogs. Welcome Sara!!

Thanks,

Stacy

Fiscal 2018 Year End Close Schedule

  • Friday, June 8 – May close
    • buyND purchase requisitions greater than $25K must be submitted or communicated to Procurement Services to allow for the bidding process to occur. Check Procurement Services bidding guidelines for more information (http://buy.nd.edu/ ).
    • Please carefully review year to date activity and contact us if you have any questions.  Any corrections should be submitted as soon as possible.
    • Please review encumbrances and contact Accounts Payable (A/P) regarding any encumbrances that need to be closed.
  • Friday, June 15
    • buyND purchase Requisitions greater than $5K, but less than $25K must be submitted.
  • Friday, June 22
    • buyND purchase requisitions requiring financial, Risk Management, RSPA, Fixed Asset, and/or Procurement Services approval must be submitted. This deadline will allow for any necessary approvals and ensure that purchase orders are processed by June 30th.
    • Maintenance must receive requests for work orders to ensure they will be charged to FY18.
  • Sunday, June 24
    • Cut-off for FedEx Office charges for FY18. Charges after June 25th will post to FY18.
  • Friday, June 29 – Last business day of fiscal year
    • Last day to process buyND catalog requisition and purchase orders processed under $5000 (e.g., Office Depot, GovConnection, VWR, etc.) in FY18. Allow time for workflow approvals.
    • All deposits made on or before June 29th will automatically be credited to FY18.
  • Sunday, July 1 – New Fiscal Year Begins
    • buyND purchase orders will be placed with new year funds. Submit requisitions for blanket orders.
    • Deposits made between July 1st and July 10th should be posted via the Financial Toolkit with an FY19 posting date. If you wish to accrue the revenue to FY18, please contact Chuck Pope for assistance.
  • Thursday, July 5
    • Financial Toolkit requests related to FY18 must be received in A/P by 5 PM
    • travelND expense reports for FY18 must be submitted and approved by 5 PM.
    • buyND “receipts” for FY18 must be entered by departments by 5 PM.
    • Procard statement reports for FY18 must be submitted and approved by 5 PM.
  • Tuesday, July 10 – 1st Close
    • All A/P transactions for FY18 processing done by end of day.
    • Journal Entries must have a June posting date and approved in the Financial Toolkit by noon for 1st close processing.
      • These entries should represent normal month-end closing entries. All charges / entries impacting other units should be submitted.
    • Wednesday, July 11
      • Standard reports reflecting activity through the 1st Close will be available via GLez, Business Objects, and the Budget Query (SSB) tool.
    • Monday, July 16 – campus final close
      • Journal Entries approved in the Financial Toolkit by 5:00 PM for FY18 processing.
        • Only adjustments and corrections should be submitted in this close.
      • Wednesday, July 18
        • Standard reports reflecting activity through the final close will be available via GLez, Business Objects, and the Budget Query (SSB) tool.
      • Tuesday, July 24
        • Asset/liability balances, fund balances, and encumbrances are rolled and available for viewing/processing in FY19.

This schedule can be found on the Controller’s Group website at: http://controller.nd.edu/financial-information/monthly-close-schedule/

Appointment of Dylan Reed as Director of Campaign Strategy

Dear Team:

It is with great enthusiasm that I announce Dylan Reed as our Director of Campaign Strategy.  Dylan accepted our offer and will transition into his new role effective July 1st.

The position was created to lead, facilitate, coordinate and implement key strategies and proposals for funding and transformative impact to our mission.  With an extensive background in the academy and student affairs, Dylan is very well qualified to help lead our efforts at envisioning, structuring and proposing new transformative gifts.  He will be asked to help execute strategic planning efforts with new and emerging leaders and/or committees as the University moves to close the current comprehensive campaign and envisions the next.  Given the future emphasis on multidimensional and cross disciplinary priorities that will emerge, Dylan will develop an understanding of, collaboration with, and leadership to, academic leaders related to future philanthropic opportunities and strategies.

Dylan has been an integral member of the Development team for almost seven years, the past three of which he has served the Keough School of Global Affairs and helped successfully launch the University’s newest school.  In his role within Keough, Dylan displayed outstanding leadership in the visioning, developing, structuring and marketing of multiple eight figure gifts, helping provide Keough with launch funding at critical stage of need.   Prior to serving KSGA, Dylan helped lead the growth of the President’s Circle over a four year period.  Dylan returned home to Notre Dame after holding numerous positions in student affairs at Vanderbilt University, including overseeing the launch of transformative, new faculty-led first year residential college.  Dylan received his B.A. from Notre Dame in 2003 and his M.F.A. from Notre Dame in 2006.

Dylan lives with his wife Eli, a graduate of the Kroc Institute, and their daughter Victoria, a brand new kindergarten graduate. Dylan and Eli moved back to Notre Dame in 2011 after beginning their careers together as high school teachers in eastern Kentucky, then  moving to Nashville, where they worked at Vanderbilt.  They are parishioners at St. Mary’s in Niles, Michigan, where Eli serves on the school board.

Please join me in congratulating Dylan and thanking him for his outstanding partnership and loyalty to the University!

Best regards,

Greg

Appointment of Stu Fortener as Executive Director, Regional Development

Dear friends,
I am thrilled to announced that effective July 1st, Stu Fortener will assume the position of Executive Director, Regional Development. Reporting to me, Stu will provide strategic leadership for all of Regional Development. In this capacity, Stu will manage the various Sr. Directors of Regional Development and be responsible for outlining a vision, strategy, structure, and best practices for individual giving at Notre Dame. Stu will invest in best practices, provide inspiring leadership and management to ensure the individual leadership prospect pool for all regions is cultivated to its greatest philanthropic potential, outline a vision for consistent execution of the Sr. Director role, and focus on strategic cultivation, solicitation, and stewardship of giving across the regions.
For the past five years, Stu has provided exceptional leadership of our West region, ultimately leading the region to unprecedented levels of philanthropic revenue to the University. Prior to his tenure with the West region, Stu served as Director of Academic Advancement for the Mendoza College of Business, working with both Carolyn Woo and Roger Huang on the strategic direction and priorities of the college.
Stu joined the University of Notre Dame in 2010, after a successful career with Temple-Inland, a Fortune 500 building products and packaging company. In his role as General Manager, he led the sales and manufacturing functions for operations in Raleigh, Kansas City and Chicago. Prior to his operations assignments, Stu was Manager of Marketing Strategy for the company. In the role, he developed sales and marketing plans for all core businesses, and coordinated the Strategic Partnership program with key national accounts. He served on the company’s Leadership committee acting as a mentor for newly appointed senior managers. Prior to Temple-Inland, Stu worked for Marathon Oil Company as a Marketing Representative and a District Manager. He also interned at Procter and Gamble as an Assistant Brand Manager. Stu received his B.A. from Bowling Green State University in 1990 and his M.B.A. from the University of Notre Dame in 1997.
Stu and his wife, Jennifer, have two sons (Luke and Kyle), and are extraordinary members of the South Bend community. I couldn’t be more pleased that Stu’s leadership will continue to elevate the trajectory of our team, and am grateful for his partnership.
Please join me in congratulating Stu!
In Notre Dame,
Micki

 

A NEW ADDITION TO THE NOTRE DAME FAMILY!

At 10:04 AM ET Thursday (6/7/18), Lin Wang gave birth to a baby girl — Jordan Enze Wang.  Jordan is an “early admit” to Notre Dame’s Class of 2041.
Lin and Jordan are doing great and will be returning home tomorrow morning.
Jim Small

Open Position: Project Manager

Strategic Applications and Business Intelligence has an open position for a Project Manager. If you are interested in exploring this position please visit jobs.nd.edu and/or contact Carleen Quinlan.

Thank you!

— 

Professional Development Programs-Summer 2018

The Summer 2018 Professional Development Programs will help you strengthen and build new skills to achieve your career potential.  Upcoming professional development opportunities are listed below. Topics include Professional Skills, Communications, Teamwork, Leadership, and more.

If you’re looking for additional options that are flexible and work best with your schedule, you can take one of the many courses, view videos, and choose from a variety of books to read at skillport.nd.edu available at no cost for Notre Dame faculty and staff.

Check out the lineup of Learning Programs and Series at our Learning and Organizational Development website or click on the calendar to the left to see what’s being offered by date.

 

Enrollment: to register for Learning Programs, log in to Endeavor.

Here Come the Interns!

Colleagues-

Please join me in welcoming the summer 2018 cohort of the University Relations Internship Program.

From June 4 to July 27, each intern will lead a resume-worthy project, receive mentoring, participate in professional development and immersion activities, and benefit from CASE learning resources, including a trip to Washington DC June 24-26.  See more details about this summer’s program.

Many thanks to all who will supervise, mentor, host, and collaborate with our talented cohort.

For Notre Dame,

Bryan Reaume

 

How You Can Invest

  1. Take an intern to coffee or lunch.
  2. Listen to their stories. Share yours.
  3. Inquire about their perspectives as Notre Dame students.
  4. Make introductions. Assist their networking efforts.
  5. When requested, participate in their projects.
  6. Tell them the “why” of your service to Notre Dame and University Relations
  7. Invite an intern to share at your team meeting, benefactor visit, or event. Interns will work their supervisors to confirm availability.

 

Jon Hannah Announcement

Dear Colleagues,

It is with joy for Jon Hannah that I share with you that starting July 1 Jon will serve as the new Director for the Church, State, & Society Program through the Law School.  As a J.D. himself, Jon has worked closely with the Law School faculty on proposals during his four years in Foundation Relations.  We thank Jon for his valuable work on the FR team and look forward to his being a partner to us through this new role in the Law School.

Best,
Michelle

Postponed Security Scan

The scan for highly sensitive information that was scheduled for Tuesday, June 5th by OIT’s Information Security team has been postponed. A recent Spirion upgrade has come available and additional testing is required. We will send further communications when a rescheduled date has been determined.  If you have any questions, please contact the Development Help Desk at 1-2678.
Jeremy Brown

Departure of Sarah Bogucki

Dear Team,
It is with mixed emotions that I am writing to share that Sarah Bogucki will be leaving her role as  Development Associate in July to be a full-time Mom. For the past six years, Sarah has been dedicated to Notre Dame and a trusted member of our development team. We will miss her terrific attitude, wonderful sense of hospitality and commitment to excellence. Our hope is that she will return as an occasional temporary employee when she needs a short break at home. We will be posting this position ASAP which will continue to report directly to me. Please do not hesitate to reach out to me if you would like to learn more about it.
Best, Drew