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BENTLEY UNIVERSITY BACKGROUNDER | 1
Executive Director, Annual Giving and Advancement Relations
Bentley University
Send Nominations or Cover Letter and Resume to:
Wendy Lazar
Search Director
617-262-1102
wlazar@LLLSearches.com
The Opportunity:
Bentley University is one of the nation's leading business schools, dedicated
to preparing a new kind of business leader one with the deep technical
skills, the broad global perspective, and the high ethical standards required
to make a difference in an ever-changing world. To achieve its goal, Bentley
infuses its advanced business curriculum with the richness of a liberal arts
education. The results are graduates who are making an impact in their
chosen fields and turning their passions into success stories. Located on a
classic New England campus just minutes from Boston, Bentley is a dynamic
community of leaders, scholars, and creative thinkers.
Bentley is accredited by the Association to Advance Collegiate Schools of
Business (AACSB) and the European Quality Improvement System (EQUIS),
the most prestigious international accounting body for business education.
Waltham, MA
https://www.bentley.edu
BENTLEY UNIVERSITY BACKGROUNDER | 2
It is one of only two business schools in the U.S. and
one of only 130 business schools worldwide
accredited by EQUIS. Bentley University is also
accredited by the New England Association of
Schools and Colleges, Inc. (NEASC).
Today, the challenges of a rapidly changing world
have made business skills and experiences hot
commodities. More students are considering
business as the foundation of their higher education
experience. With its unique blend of business, technology, and the liberal arts, Bentley, a private, nonprofit
institution, provides students with relevant, practical, and transferable skills.
Over the past 6 years, Bentley’s Advancement operation has undergone a significant transformation and is
well on its way to becoming a best in class operation. In an effort to better communicate and engage
alumni, Advancement Leadership decided to merge the annual fund and alumni relations departments. The
Executive Director is a new role that will develop the strategy and implement a comprehensive blended
program. This is an ideal opportunity for a collaborative manager and team-builder who is equally excited
about analytics as s/he is about alumni engagement and who has experience with developing creative
strategies to increase fundraising and engagement support.
Position Overview – Executive Director of Advancement Relations and
Annual Fund
Reporting to the Vice President for University Advancement, and a member of the University Advancement
Leadership team, the Executive Director of Advancement Relations and Annual Fund will engage Bentley’s
60,000+ alumni in meaningful ways and promote philanthropic support of Bentley at the Annual Fund level.
Essential Functions:
• Oversee the Annual Giving department and the Center for Alumni Parents and Friends, leading
strategic planning, developing goals and objectives, providing management oversight, and acting as
a liaison with other university divisions on matters of constituent engagement and annual giving.
• Develop and achieve annual fund and engagement goals and metrics, provide strategic direction
and program oversight to these two departments.
BENTLEY UNIVERSITY BACKGROUNDER | 3
• Work closely with the Executive Director of Development to ensure that engagement and fund-
raising programs are strategically aligned and provide opportunities for a deeper level of
engagement for alumni, parents, students and friends of the university, resulting in a robust pipeline
of prospects who can provide increasing levels of philanthropic support.
• Maintain a strategic partnership with the Global Alumni Board, supporting them as an accurate
reflection and representation of the university’s alumni population. Provide strategic connection to
the university and lead the identification and recruitment of board membership.
• Maintain a strategic partnership with the Bentley Executive Club, providing staff support and acting
as liaison between the organization and the university.
• Work closely with the Executive Director of Advancement Communications to develop strategic and
regular communication with alumni via direct contact, email blasts, web pages, print publications and
social media.
• Oversee the management of signature events including Homecoming, Parents Weekend, and
Reunion Weekend. Partner with other divisions on campus wide events to provide alumni/parent
constituent perspective and volunteers as needed.
• Develop programming that grows and strengthens connections between students and alumni.
Minimum Qualifications:
• Bachelor’s degree with 10+ years of experience managing engagement and annual giving programs,
preferably in a higher education setting.
• Demonstrated success in managing a multi-channel annual giving program preferred.
• Must be able to strongly articulate the connections between engagement and philanthropy in this
fast changing environment of communication, engagement and solicitation.
• Demonstrated management and leadership experience in a complex organization is essential.
• Strong interpersonal skills and demonstrated ability to work effectively in a team environment.
• The ability to work well under stress in a deadline-driven environment required.
• Familiarity and a comfort level with technology and Development/CRM operating systems are
essential.
• A high level of diplomacy, tact and confidentially are a must.
Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is
committed to building a community of talented students, faculty and staff who reflect the diversity of global
business. We strongly encourage applications from persons from underrepresented groups, individuals with
disabilities, covered veterans and those with diverse experiences and backgrounds.
BENTLEY UNIVERSITY BACKGROUNDER | 4
We strive to create a campus community that welcomes the exchange of ideas, and fosters a culture that
values differences and views them as a strength in our community.
Client Overview
Bentley blends the breadth and technological strength of a large
university with the values and student focus of a small college.
Offering 24 majors and 35 minors, Bentley University shapes its
academic curriculum around preparing students for the
increasingly changing workforce. Students interested in business
professions choose from a wide range of programs that address all
functional areas, including accountancy, finance, marketing,
management, and liberal arts — all anchored in technology.
The University’s student body consists of 4,200 undergraduates and
1,000 graduate students. 16 percent of its students are international,
coming from 82 countries. The student-faculty ratio is 14:1, and 78
percent of full-time faculty hold doctorate degrees. 99 percent of
the Bentley class of 2016 were either hired or accepted to graduate
programs within six months of graduation.
Bentley offers over 100 clubs and organizations; 20 percent of the student body participates in Greek Life.
There are more than 20 Division I and II teams, and 2,300 students play intramurals. It boasts #1 as the
NCAA Division II National Champions in Women’s Basketball.
Bentley University enjoys a strong position in many major rankings and lists, including U.S. News & World
Report's latest edition of America's Best Colleges 2017 Bentley University is #3 in the Best Regional
Universities-North category and is #48 in the “Best Business Programs.” Bloomberg BusinessWeek ranked
Bentley #10 among the top undergraduate business programs in the nation in its 2016 issue of The Best
Undergraduate Business Schools. In addition, The Princeton Review Annual College Guide named
Bentley's Career Services #1 in the nation. The guide also named Bentley one of the nation’s Best Colleges
and Universities and one of the "Best Northeastern Schools" for 2017.
BENTLEY UNIVERSITY BACKGROUNDER | 5
Strategic Plan:
In 1917, Harry Bentley transformed business education in America, introducing the sophisticated profession
of accountancy, just as the financial industry was taking shape in the United States. Today, Bentley University
is far bigger and more diverse than a one-room accounting school for men. It now offers 24 majors that
span a broad spectrum of disciplines across business and the arts and sciences. As its educational focus has
expanded, so too has Bentley’s entire community, reflecting the gender, ethnic, cultural, and religious
diversity of the 21st century world.
At the start of its second century, the Bentley University Strategic Plan, “Achieving the Business University,
2017-2019” lays out a vision that honors the legacy of its founder, Harry Bentley, while charting the exciting
path forward into the University’s second century. Throughout its history, Bentley has been dedicated to
revolutionizing and advancing business education, with a commitment to success for its students and to
excellence in education and research. This strategic plan keeps the institution on a continued path to realize
those aspirations far beyond what its founders ever imagined when they first opened the doors to Bentley
100 years ago.
A continued focus on education, student life, research, and foundational resources will build Bentley’s brand
and will position the University for increasing successes. With a recently concluded Centennial celebration
and objectives for the upcoming Become Best capital campaign identified, the Cabinet has put forth an
extension of the strategy developed in 2013, with important updates that reflect Bentley’s progress. Read
more…
Campaign
In preparation for Bentley’s next century, the university is in the midst of the quiet phase of its Become Best
comprehensive campaign. With an internal working goal of $100M, the focus of the campaign is to support
initiatives that affirm Bentley as one of the nation’s premier stand-alone business universities. For nearly
100 years, preparing tomorrow’s business leaders to invest and manage funds wisely has been the thing
Bentley has done best. The University is now applying that wealth of knowledge and experience to every
dollar raised. The campaign’s priorities are as follows:
Academic Affairs: From ambitious to acclaimed.
Academic excellence is the reason why Bentley exists. The most accomplished professors need to be
retained. Those experts every university wants need to be recruited. Endowed chairs and thought leadership
initiatives will attract the necessary professors and attention. And research support will enable faculty and
BENTLEY UNIVERSITY BACKGROUNDER | 6
students to collaborate on real-world issues, placing Bentley students on the front lines of progress and
paving the way toward purposeful lives.
Financial Aid: From aspiration to within reach.
Today’s applicants are tomorrow’s alumni. And graduating tomorrow’s business leaders starts with recruiting
the brightest students. By increasing scholarships and reducing students’ need to borrow, Bentley can draw
from an even deeper talent pool, including students from every socioeconomic level, culture, and
background. Talented people can come from anywhere let’s make sure they come to Bentley.
Bentley Annual Fund: From conceivable to achievable.
To become even more competitive and, more importantly, to stay that way, Bentley needs the flexibility to
adapt and the foundation to endure. The Annual Fund is where all giving begins, and a stronger Annual
Fund means the best of both worlds providing unrestricted funds to quickly target today’s needs, and
essential revenue to build on over the long haul.
Career Services: From the career advisor’s office to the corner office.
In business, the only constant is change. But thanks to a historic ability to adapt and evolve, Bentley
graduates are always ready for whatever comes next. And that’s the one thing that cannot be allowed to
change. Students need practical experience and
innovative career programs. Those programs need
the latest technology. And Bentley’s best young
minds need mentorship from its most accomplished
alumni. Because as students build their competence,
confidence, and community, they’ll also build
Bentley’s collective reputation.
Center for Women and Business: From getting
hired to getting ahead.
Bentley’s biggest advantage has always been its courage to spearhead change. And with one of the nation’s
only university centers dedicated to advancing women in business, Bentley’s best is yet to come.
Strengthening corporate outreach programs will continue to change the culture of business from the inside
out. Leveraging research will uncover smarter ways of leveling the playing field. And its student leadership
programs, curriculum initiatives, and visiting scholars will prepare the next generation of female executives.
A culture that values performance over gender is good for women, and men. And, it’s better for business.
BENTLEY UNIVERSITY BACKGROUNDER | 7
Leadership
Maureen Flores
Vice President for University Advancement
Maureen Flores was named the Vice President for University effective July 1, 2017. She oversees all
fundraising programs, alumni engagement, Career Services, Advancement Communications and The Center
for Women and Business and the Office of University Events. Previously, she was the Associate Vice
President for University Advancement at the university responsible for fundraising programs including
Annual Giving, Leadership Gifts, Corporate and Foundation Relations, Sponsored Research and
Advancement Operations. Prior to joining Bentley, Maureen served as the Director of Advancement at
Landmark School in Beverly Farms, MA for 8 years. In her time there, she successfully directed and
completed two capital campaigns—one for a new athletic facility and a second for two new academic
buildings. Earlier in her career, Maureen held increasingly senior fundraising positions at a number of higher
education and health care organizations including Fordham University, Harvard University, the University of
Cincinnati, and the Good Samaritan Hospital Foundation. She earned a bachelor of arts in English from
Fordham University in New York.
Background Checks:
Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verify academic
credentials for its candidates, and our clients frequently conduct background checks prior to finalizing an
offer.
BENTLEY UNIVERSITY BACKGROUNDER | 8
To learn more, call
Wendy Lazar, Search Director at
617-262-1102
or send nominations or cover letter and resume to
wlazar@LLLSearches.com.
All inquiries will be held in confidence.
Setting the Standard in Development Search
LOIS L. LINDAUER SEARCHES, LLC
420 Boylston Street, Suite 604, Boston, MA 02116
617.262.1102
www.LLLSearches.com
Maureen Flores Vice President, University Advancement
Betsy Whipple Executive Director of Development
Mary Davis Director, Corp Rel
Susan Richman Dir Sponsored Res
Liz Siladi Director Gift Planning
Maria DiLorenzo Director, CAP&F
Paul Carberry Dir Found Rel, Secr
Adv
Kristine Otto Associate Director
Gift Planning
Director, Leadership Gifts
(vacant)
Jack Pini Sr Philanthropy Officer
70) Colleen Sexton
Dir Prospect Research Pauline Carpenter
Leader Gifts Officer
Cara Bauer Leader Gifts Officer
David Ford Leader Gifts Officer
Courtney Hough Director of University
Events
Gary Kelly Sr Assoc Dir Alum Assoc
Paul Stanish Sr Asst Dir
Joseph Dreeszen Assoc Dir, CAP&F
Pat Cahill Exec Prog Coord
Kristin Livingston Sr Asst Dir Ad Com
Caroline Cruise Sr Asst Dir Ad Com
Molly McKinnon- Communications
Specialist
Development Team
29 People in Development 1.5 VP Office
Annual Giving and CAPF
14
Paula DeCosta Asst Dir for Donor
Recognition
Diane Whelan Executive Assist (.5)
Organization Charts
University Advancement 7-13-17 - 74.5 Positions
Rylee Jackson Sr Program Assist
Amy Tamburino Director Advancement
Services & Ops
Ann Marie Regan Adv Serv Proj Mgr
Kathy Bigda Bus Sys Analyst
Roni Eng Dbase Rep Writer
Brenda Neshe Ops & Records Sup
Denise Madden-Smith Sr. Admin Assist (.70)
Marina Whittier Ops & Records Asst
Judy Ducey Principal Fin Assist
Sue Beebee Gagne Director, Annual
Giving
David Taylor Asst Dir AG
Brittany Topper Sr Assoc Dir AG
Brian Read Sr. Assoc Dir AG
McKenzie Wessen Gift Officer, AG
Program Assistant (vacant)
George Triantaris Director, Stewardship
Samantha Goodrow Research Analyst
Thomas Ralston Gift Officer, AG
Shawn Cote Leader Gifts Officer
May ‘17
Tatiana Mullaney Asst Dir Stew
Terry Cronin Exec Director,
Advancement Comm
Communications Team
5
Tonia Bouvier Sr Prog Assist
Exec Director Engagement & Annual
Giving (vacant)
Michael Magnuson Asst Dir Advancement
Technology Leader Gifts Officer
new in FY‘18
Sr. Web Specialist (vacant)
Maureen Flores Vice President, University Advancement
Susan Brennan Associate VP, University
Career Services
Wendy D’Ambrose Dir Grad & Alumni Career
Advising and MBA/MS Employer Outreach
Janet Ehl Dir Career Services
Recruiting & Emp Relations
Alyssa Hammond Dir UG Career Education &
Outcomes
Janet Kenney Asst Mgr, CS
Recruiting/Employer Relations
Jennifer Graham Asst Dir CS Recruiting/Emp Rel
Jennifer Thibodeau Manager CS Recruiting/Emp Rel
Kristine Vidic Sr Assoc Dir, UG Career
Education and Innovation
Audra Boni Sr Assoc Dir Grad CS
Lucy Amello Sr Assoc Dir Grad CS
MaryEllen Ryan Sr Assoc Dir UG CS
Melissa Sawyer Sr Assoc Dir UG CS
Amanda Helfand Sr. Asst Dir UIG CS
Colleen Murphy Sr Assoc Dir UG CS
Deborah Pine Executive Director CWB
Patricia Foster Senior Director CWB
Becky McDougal Event Manager
Anna Babbi Klein Associate Program
Director
Career Services Team
19 People in Undergraduate, Graduate and Alumni Career Services
Center for Women and Business
6 People in CWB
Gayle McCue Sr Admin Assist (9mo)
Ann Cohn CS Coordinator (9mo)
Jeanne DiBona Exec Admin Coord
Deborah Mola Exec Admin Coord
Dorothy Polatin Program Asst II
Tracy Wishon Asst Dir Graduate CS
Brian Moccio Sr. Assistant Dir UG CS
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