2023 Foundation Leadership Forum

January 29–31, 2023
San Antonio Marriott Rivercenter | San Antonio, TX

Schedule a meeting with an AGB expert.

Foundation Leadership Forum attendees have the opportunity to schedule a one-on-one meeting during the event. Browse below to see who will be available to meet, then click to read bios and complete the associated form to get started. Private meeting spaces will be reserved for these conversations.

AGB Consultants and Senior Fellows | AGB Search | AGB Staff

AGB Consultants and Senior Fellows

Chris Moloney, Senior Director, AGB Consulting

Chris Moloney
Senior Director, AGB Consulting

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Chris Moloney, PhD, serves as AGB Consulting’s senior director. In that role, he leads the development of external engagement and business development strategies, manages a national portfolio of higher education clients, and is a key voice and creator of AGB Consulting’s digital initiatives, including webinars and Ask the Expert sessions. Prior to serving as the senior director, Moloney held the role of Director of the Strategy and Transformation consulting group at AGB, overseeing the development of complex, multi-month consulting engagements with a national portfolio of higher education clients. He also led the development of digital initiatives. Moloney began his tenure with AGB in a business and partnership development role under the affiliated entity AGB Institutional Strategies, with significant responsibility for operations.

Prior to joining AGB, Moloney served as the associate director of the College Division at Global Maximum Educational Opportunities (GMEO), an international education company, where he led sales, business development, and partnership initiatives with colleges and universities across the United States.

Moloney maintains an active presence as a teacher and scholar in higher education, serving as an instructor for multiple institutions, including Colorado State University, where he earned his PhD in sociology. His research agenda sits at the intersection of organizational transformation, innovative leadership, and technology. His current work focuses on the digital transformation of public safety agencies and the digital literacy skills and capabilities of public safety industry professionals. Moloney served for five years as the manager of the Sociological Quarterly, a peer-reviewed academic journal with 1,200 institutional subscribers, and as the study abroad program director for Norwich University in the Far East. His research and publication background includes developing and implementing quantitative and qualitative studies in partnership with government agencies and NGOs, and publishing articles and books on a variety of topics within the sociological, criminological, and criminal justice fields.

Moloney holds a BA from the University of Miami, an MA from the George Washington University, and a PhD from Colorado State University. He has co-authored three books and many other publications.

Meet with Chris

Jimmy Lee, Director, AGB Consulting

Jimmy Lee
Director, AGB Consulting

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As director for consulting at the Association of Governing Boards of Universities and Colleges (AGB), Jimmy Lee works with member governing boards and institution and foundation leaders of colleges and universities, collaborating with them and offering the services they need to optimize strategy, strengthen shared governance, lead their institutions, and serve their constituents.

Lee returns to the higher education industry after 10 years as a professional services consultant in corporate, government contracting, and justice, diversity, equity, and inclusion (JDE&I) roles. His professional services portfolio includes business analysis and development, procurement, human resources, finance, organizational development, and change management. Previously, Lee worked in a variety of roles at Gallaudet University for 15 years. During that time, he served on the Presidential Campus Climate Team. In addition, he served for many years on the American Speech Language Hearing Association’s Multicultural Issues Board (MIB), which was responsible for developing policy and trainings for cultural and linguistic competence in service delivery. Most recently, Lee was a JDE&I consultant providing continuing education training to Washington, DC, health license professionals.

Lee holds an MS from Gallaudet University and a BA from the University of Connecticut, and he completed an Executive Leadership Certificate Program at Stanford University’s Graduate School of Business. He holds a Certificate of Clinical Competence–Speech Language Pathology from the American Speech Language Hearing Association. Lee has co-authored a textbook and book chapters and authored professional practice articles and policy briefs.

Meet with Jimmy

Lori M. Buckheister, Senior Consultant, AGB Consulting

Lori M. Buckheister
Senior Consultant, AGB Consulting

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Lori M. Buckheister recently served as the vice president for advancement at Georgia Gwinnett College (GGC). There she led a comprehensive advancement division comprising the areas of development, communications, alumni engagement, and advancement services focused on innovative strategies and high impact practices to support the college’s rapid growth from 100 students in 2006 to more than 12,500 in 2018. Buckheister served jointly as president of the GGC Foundation (GGCF), which now holds more than $180 million in assets. With more than 20 years of higher education experience in the public and private sectors, she has served in advancement at GGC, the College of Charleston (SC) and Wake Forest University.

Buckheister held several leadership roles during her tenure at GGC. Initially she joined the team as the college’s charter director of development, also becoming the foundation’s chief administrative officer soon thereafter. As part of GGC’s initial leadership team, she was instrumental in the creation and implementation of the college’s strategic development plan and in the administration of its foundation. Collaborating with the GGCF’s board, she helped guide its growth centered on best practices for institutionally-related foundations.

Buckheister earned her MA degree from Wake Forest University and her BS degree from Meredith College in Raleigh, NC. Throughout her career, she has been involved in professional organizations and leadership programs. Buckheister is a graduate of Leadership Gwinnett and the Atlanta Regional Commission’s Regional Leadership Institute. She also completed the Institute for Educational Management at Harvard University’s Graduate School of Education.

Meet with Lori

Carol Cartwright, Senior Consultant and Senior Fellow, AGB Consulting

Carol Cartwright
Senior Consultant and Senior Fellow, AGB Consulting

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A highly respected voice in higher education, Carol Cartwright, PhD, has had a career distinguished by innovative teaching, pioneering research, and national leadership. She was president of Bowling Green State University from 2008 to 2011. Her retirement in June 2011 marked a 45-year career in public higher education. From 1991 to 2006, Cartwright served as president of Kent State University, a role that earned her the distinction of the first female president of a state college or university in Ohio. Prior to her presidency at Kent State, Cartwright was vice chancellor for academic affairs at the University of California at Davis, and dean for undergraduate programs and vice provost of the Pennsylvania State University. She served as a member of the Penn State faculty from 1967 to 1988, where she led a variety of research projects and authored numerous books, professional publications, and technical reports.

Cartwright held prominent leadership roles in higher education’s most influential national organizations, chairing the board of directors of the American Association for Higher Education and serving on the boards of directors of the American Council on Education, the National Association of State Universities and Land-Grant Colleges, and the American Association of Colleges and Universities. She chaired the National Collegiate Athletic Association Executive Committee and served as a member of the NCAA board of directors and the Committee on Infractions. She served as a presidential appointee on the board of trustees of the Woodrow Wilson International Center for Scholars where she chaired the Fellowship Committee, and she was a founding board member of the National First Ladies Library. In 2012, she completed an eight-year term on the national board of directors for National Public Radio, serving as vice chair during her last two years. In December 2020 she retired from the Knight Commission on Intercollegiate Athletics, having served for 20 years and as co-chair from 2017 to 2020. Currently, she serves on the board of directors for the Collegiate Women Sports Awards, the Napa Valley College Foundation, and the board of trustees of Heidelberg University where she is the chair of the Governance Committee.

Cartwright received her BS degree from the University of Wisconsin–Whitewater and her MA and PhD from the University of Pittsburgh.

Meet with Carol

Lynnette Heard

Lynnette M. Heard
Senior Consultant and Senior Fellow, AGB Consulting

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Lynnette Heard is a trustee emerita at the University of Cincinnati Foundation. Prior to her retirement from the Foundation as Executive Director of Board Relations and Secretary of the Board, the first executive to hold this position in the organization’s 44-year history, she brought extensive experience in higher education governance, compliance, strategic planning, and executive leadership to the role. She solidified the governance and compliance protocols, led the board’s first self-assessment, elevated the national presence of the Foundation among peer institutions, and successfully chartered and launched the Foundation’s engagement and philanthropy legacy initiatives for former board members. With more than 30 years of experience in public and private sectors, she has served the president’s offices at the University of Dayton and Wright State University as the executive director, board secretary, and assistant vice president of student affairs.

At the University of Dayton she launched its nationally recognized inclusion, equity, and diversity programs and community partnerships meeting the needs of the region and the campus, aided in the development of an early college high school, and served as a lead facilitator for the institution’s reaccreditation. Previously, she served as the president and CEO of the Southwestern Ohio Council for Higher Education, where she developed and delivered the regional consortium’s strategic plan by leveraging scarce institutional resources, advanced collaboration and cooperation among diverse institutions, and improved student access to higher education for area community colleges and four-year public and private institutions. She enhanced the U.S. Air Force’s student internship program with regional campuses, deepened the region’s higher education economic impact, and significantly increased faculty and student development for nearly 30 campuses through intercollaborative agreements. While at Wright State University, she served as the principal collaborative officer for the university’s strategic plan, Vision 2020, and directed numerous community and media relations programs.

Heard leads AGB’s Board Certificate Program Task Force, which developed and launched an innovative, inaugural professional development program for board professionals. In addition, she is AGB’s Ambassador for the Board Professionals Council and the Membership Experience Division. Previously, she served as a board member for both the Board Professional staff of the Association of Governing Boards of Universities and Colleges and the National Association of Presidential Assistants in Higher Education. Heard often serves as a coach and mentor for board professionals and as a project manager/consultant/trainer/facilitator on public and media relations, community and program development, postcollegiate planning, strategic planning, protocol, leadership development, parliamentary procedure and other topics for myriad higher education and nonprofit organizations.

Nationally, she served as a board member for both the Board Professional staff of the Association of Governing Boards of Universities and Colleges and the National Association of Presidential Assistants in Higher Education. Heard often serves as a coach and mentor for board professionals and as a project manager/ consultant/trainer/facilitator on public and media relations, community and program development, postcollegiate planning, strategic planning, protocol, leadership development, parliamentary procedure and other topics for myriad higher education and nonprofit organizations.

Heard received a BS in Education from the University of Cincinnati and a master’s degree in higher education administration from Wright State University. In addition to completing postgraduate courses and advanced leadership and organizational development certificate programs, she is a certified parliamentarian.

Meet with Lynnette

Thomas K. Hyatt, PLLC, General Counsel, AGB

Thomas Hyatt
Specialist and Senior Fellow, AGB Consulting

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Thomas Hyatt focuses on corporate, nonprofit regulatory, and tax-exempt organization issues for nonprofit private and public universities, colleges, and institutionally related foundations. He frequently works with boards of directors and senior management teams on governance, corporate structure, and strategic planning issues. He presents to boards of directors on current issues, conducts in-service training, and facilitates board discussions and retreats. Among his most recent presentations are regulatory compliance, fiduciary duty, conflicts of interest, bylaws development and revision, senior management compensation and benefits, CEO transition, succession planning, fundraising, lobbying and political campaign activity, board development, membership matters, policy development, and mergers and joint ventures. Hyatt also regularly lectures on business and tax planning issues for nonprofit health care providers and higher education institutions and associations. He has written books and numerous articles about tax-exempt organizations and nonprofit governance topics. Hyatt is particularly experienced in facilitating the process between governing boards and presidents for preparing and revising employment agreements and for undertaking an appropriate compensation analysis.

Hyatt earned his BA from Boston College and his JD from the University of Pittsburgh.

Meet with Thomas

Margaret Jarrell Cole

Margaret Jarrell-Cole
Consultant, AGB Consulting

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As the associate vice president for administration at the University of Central Florida (UCF), Margaret Jarrell-Cole led the governance work for UCF’s direct support organizations, all 501(c)3s, including the philanthropic foundation, research foundation, athletics, academic health organization, and public financing organizations supporting large capital projects such as the stadium.

Jarrell-Cole worked with the university’s Board of Trustees and president’s office to review UCF’s support organizations and provide recommendations to heighten transparency and accountability through a focus on governance. This multiyear project’s goals were ensuring the Board of Trustees fulfill its fiduciary responsibility for these support organizations, limiting risk to the institution while optimizing opportunities for success and providing meaningful alignment with the university’s goals. The collaborative process included review and alignment of governing documents, policy review and adoption, and the creation of processes to keep the board informed and onboard new members, including trustees.

Previously, Jarrell-Cole represented the UCF Foundation as senior corporate counsel in contract negotiations, complex philanthropic arrangements, real estate acquisitions and management, public finance, and board governance. In addition, she assisted the foundation’s chief executive officer in supporting the volunteer Board of Directors and the university Board of Trustees’ Advancement Committee.

Jarrell-Cole began her work representing foundations and alumni associations at the University of Florida where she worked for 10 years. Her legal career began in private practice, specializing in the areas of tax-exempt financing and real estate.

Jarrell-Cole earned her BA and JD at the University of Florida.

Meet with Margaret

Jim Lanier, Senior Consultant and Senior Fellow, AGB Consulting

Jim Lanier
Senior Consultant and Senior Fellow, AGB Consulting

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Jim Lanier has worked with over 100 university and foundation boards throughout the US on assessment, operations, and governance issues, and trains AGB facilitators and consultants. For over 23 years, he served as vice chancellor for institutional advancement and as CEO of the East Carolina University (ECU) Foundation and the ECU Real Estate Foundation. While at ECU, he also served as a governance consultant for AGB, focusing on governance, strategic planning, and the board’s role in fundraising. When Lanier arrived at East Carolina, assets for academic programs were about $1.5 million and total university giving was slightly over $1 million. When he took early retirement, total giving at ECU had reached $17 million annually, total assets were nearly $100 million, and the foundation and its board had become major driving forces supporting the university. While vice chancellor, he led three successful campaigns. Before East Carolina, Lanier spent 12 years at Louisburg College. There he held several roles, including five years as the institution’s Chief Advancement Officer, working closely with the president and trustees and leading the college’s first ever successful major capital campaign. He is a recipient of the national CASE-Commonfund Institutionally Related Foundation Professional Leadership Award.

Lanier earned his BS and MEd from East Carolina University, and also completed the Institute for Educational Management at Harvard University. He has chaired the CASE National Assembly, the National Commission on Philanthropy, and the National Steering Committee for Institutionally Related Foundations. He also Chaired the Joint AGB – CASE Committee that drafted and introduced the first “Illustrative Model Letter of Understanding (LOU) Between Institutions (or Systems) and Institutionally Related Foundations.”

Meet with Jim

Jane DiFolco Parker, Senior Consultant, AGB Consulting

Jane DiFolco Parker
Senior Consultant, AGB Consulting

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Jane DiFolco Parker’s higher education career spanned 48 years, including stints at Emory University, the Arizona State University Foundation, and Auburn University. For the last 25 years, she has led high­ impact fundraising and advancement operations in the higher education sector. She recently retired from Auburn University, where she served for eight years as vice president for development and president of the Auburn University Foundation and Auburn’s Real Estate Foundation. Under her leadership, Auburn received its largest-ever gift; celebrated record-setting fundraising years; launched Auburn’s largest campaign, with a goal of $1B; and achieved its campaign goal 16 months ahead of schedule, ultimately raising more than $1.2B. A hallmark of Parker’s career is transforming, leading, and building professional, highly effective, accountable, responsive organizations characterized by an intense focus on impact and integrity.

Parker earned her BA from Georgia State University, and undertook graduate work in organizational development and strategic planning in Georgia State’s Robinson College of Business. She also participated in the Harvard University Graduate School of Education Management Development Program, an executive program for higher education leaders.

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George Watt, Sr. Fellow AGB Consulting

George P. Watt, Jr.
Senior Consultant and Senior Fellow, AGB Consulting

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George P. Watt Jr. joined AGB as a senior fellow in July 2017, with a focus on AGB’s support of institutionally-related foundations. In this role, he assists and advises on programs and research supporting the work of public university foundation boards, including AGB’s annual Foundation Leadership Forum, which brings together hundreds of board members and CEOs from across the country for a three-day program focused on governance practice, endowment management, and fundraising leadership. Watt also sits on the faculty of the AGB Institute for Foundation Board Leaders and Chief Executives. Prior to joining AGB, Watt served as executive vice president of institutional advancement at the College of Charleston (SC) and executive director of the College of Charleston Foundation. In this joint role, he led an executive team and two volunteer boards in a comprehensive advancement strategy that included alumni relations, university development, annual fund programs, advancement services, and institutional funds management. The College of Charleston completed its largest and most comprehensive fund-raising campaign in its 247-year history in June 2016. Watt came to the College of Charleston from the U.S. Naval Academy Alumni Association and the U.S. Naval Academy Foundation, where—as the joint president and chief executive officer—he led the two organizations in substantial increases in alumni membership and member services as well as growth in net assets, unrestricted reserves, and private donations in support of the Naval Academy. In 2005, the Naval Academy Foundation, with Watt at the helm, completed a six-year comprehensive campaign resulting in $254 million in new gift commitments. Prior to the Naval Academy, Watt held executive positions with First Union Corporation’s Enterprise Solutions Group, as well as IBM Consulting Group’s North American Financial Services practice.

Before joining IBM, Watt was an officer in the U.S. Navy, having received his commission at the United States Naval Academy in June 1973. Upon leaving the Navy in late 1980, he affiliated with the Naval Air Reserve, retiring with the rank of Captain in July 1995. Watt has been active for many years in the nonprofit and education communities, serving on multiple volunteer boards for United Way, arts and sciences organizations, and churches in Florida, Georgia, and North and South Carolina. He is an athletics-scholarship programs trustee with the Naval Academy Foundation and serves on the board of directors of the South Carolina Aquarium in Charleston.

Meet with George

AGB Search

Rod McDavis, Interim Managing Director, AGB Consulting; Managing Principal, AGB Search

Rod McDavis
Managing Principal, AGB Search

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Rod McDavis, PhD, brings more than 45 years of institutional leadership to his role as managing principal of AGB Search. As a professor, dean, provost, university vice president, and university president, he is uniquely qualified to help higher education boards, trustees, and executives navigate their challenges.

Based on his experience as the first African American president of Ohio University and in his other leadership positions, McDavis is recognized as an authority on:

  • Strategic planning
  • Developing programs to increase diversity and educational opportunity
  • Achieving environmental integrity and sustainability
  • Establishing educational partnerships
  • Designing and implementing funding models for university systems
  • Establishing new institutions, divisions, departments, and related businesses
  • Organizational, executive, and team development

McDavis applies his experience in these areas and the day-to-day management of large institutions to his engagements as an AGB consultant. His clients have included major public universities, university systems, HBCUs, and independent institutions.

Before assuming the presidency of Ohio University, McDavis served as provost and vice president for academic affairs at Virginia Commonwealth University; dean of the College of Education at the University of Florida; dean of the College of Education and Health Professions at the University of Arkansas, Fayetteville; and associate dean of the graduate school and minority programs at the University of Florida. He served as a professor of education at the University of Florida, the University of Arkansas, and Virginia Commonwealth University.

McDavis earned his BS degree in social sciences in secondary education from Ohio University, his MS degree in student personnel administration from the University of Dayton, and his PhD in counselor education from the University of Toledo. He was elected to three terms as chair of the Ohio Inter-University Council. He served as chair of the National Collegiate Athletic Association (NCAA) Division I Committee on Academics. He was a member of the NCAA Board of Governors, the NCAA Division I Board of Directors, and the Ohio Third Frontier Advisory Board. He has received numerous awards for his work on diversity, sustainability, and institutional development.

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Kim Bobby, EdD, Senior Consultant, AGB Consulting

Kim Bobby
Principal, AGB Search

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Kim Bobby, EdD, has had a distinguished career in the field of higher education. She is a Principal with AGB Search, an affiliate of the Association of Governing Boards for Colleges and Universities (AGB). She also serves as the senior advisor for Justice, Diversity, Equity, and Inclusion for AGB. Bobby leads the internal JDEI work across all areas of AGB to facilitate the establishment of JDEI frameworks and metrics. Her work includes working with AGB members to advance their JDEI agenda through workshops and consultation.

Before AGB, Bobby served as chief of staff for Prince George’s Community College and as Inclusive Excellence Group (IEG) director at the American Council on Education (ACE). The goals of the IEG included advancing women and people of color into senior leadership roles in higher education and, ultimately, college presidencies. Before joining ACE, Bobby was the inaugural chief diversity officer and associate professor in the School of Education at the University of Puget Sound (WA).

Bobby has written and spoken on leadership development, creating an inclusive campus climate, appreciative inquiry, and developing effective leadership programs as a pathway to achieving diverse campus leadership teams.

Born in Los Angeles, California, Bobby received her Doctorate in Educational Administration and Policy Studies from the University of Washington, Seattle, her Master’s in Educational Administration from California State University, Sacramento, and her BA in Business Administration Management from California State University, Fresno.

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Kimberly Templeton, Principal, AGB Search

Kimberly S. Templeton
Principal, AGB Search

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Kimberly S. Templeton, J.D. has more than has 25 years of experience as an executive search professional in the higher education, nonprofit, and legal sectors; senior advancement leader; and corporate attorney. Templeton partners with leading public research universities, regional comprehensive universities, private universities, liberal arts colleges, and academic medical centers to identify institutional and senior leaders, including presidents/chancellors, general counsels, vice presidents for research (and economic development), vice presidents for advancement and presidents of institutionally related foundations, vice presidents for health affairs, vice presidents for business and finance, and school and center directors, among others. Templeton is recognized for her ability to recruit high caliber candidates, superior search execution, client partnerships, and aptitude to identify and communicate a client institution’s unique culture, opportunities and challenges in a compelling manner.

Prior to joining AGB Search, Templeton served as vice president and practice director for an executive search firm serving mission-oriented institutions and as director of business and candidate development for a prominent attorney executive search and consulting firm. Previously, Templeton spent nine years as a senior advancement leader in her role as director of external affairs for the Taubman Museum of Art in Roanoke, Virginia, one of the Southeast’s top museums. A key member of the management team, she provided leadership and direction for the institution’s development, marketing and communications, and government relations programs.

Templeton began her career as an attorney with Cahill Gordon & Reindel, a prominent New York based international law firm, where her practice included corporate transactions and commercial litigation. She received her B.A. from Franklin and Marshall College (Phi Beta Kappa) and her J.D. from New York University School of Law. She holds professional certification as a lobbyist from the Association of Government Relations Professionals.

An advocate for individuals with Down syndrome, Templeton has served on the boards of nonprofit disability organizations and is a frequent speaker on inclusive education, including at the White House for the 40th Anniversary of the Individuals with Disabilities Education Act.

Meet with Kimberly

Jim Lanier, Senior Consultant and Senior Fellow, AGB Consulting

Jim Lanier
Executive Search Consultant, AGB Search

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Jim Lanier has worked with over 100 university and foundation boards throughout the US on assessment, operations, and governance issues, and trains AGB facilitators and consultants. For over 23 years, he served as vice chancellor for institutional advancement and as CEO of the East Carolina University (ECU) Foundation and the ECU Real Estate Foundation. While at ECU, he also served as a governance consultant for AGB, focusing on governance, strategic planning, and the board’s role in fundraising. When Lanier arrived at East Carolina, assets for academic programs were about $1.5 million and total university giving was slightly over $1 million. When he took early retirement, total giving at ECU had reached $17 million annually, total assets were nearly $100 million, and the foundation and its board had become major driving forces supporting the university. While vice chancellor, he led three successful campaigns. Before East Carolina, Lanier spent 12 years at Louisburg College. There he held several roles, including five years as the institution’s Chief Advancement Officer, working closely with the president and trustees and leading the college’s first ever successful major capital campaign. He is a recipient of the national CASE-Commonfund Institutionally Related Foundation Professional Leadership Award.

Lanier earned his BS and MEd from East Carolina University, and also completed the Institute for Educational Management at Harvard University. He has chaired the CASE National Assembly, the National Commission on Philanthropy, and the National Steering Committee for Institutionally Related Foundations. He also Chaired the Joint AGB – CASE Committee that drafted and introduced the first “Illustrative Model Letter of Understanding (LOU) Between Institutions (or Systems) and Institutionally Related Foundations.”

Meet with Jim

AGB Staff

Henry Stoever, AGB President & CEO

Henry Stoever
President and CEO, AGB

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As AGB’s president and CEO, Henry Stoever is responsible for the leadership and operations of the AGB enterprise spanning AGB and AGB Search serving more than 1,300 boards, and representing more than 40,000 individual trustees, across more than 2,000 member institutions, systems, and foundations. Prior to joining AGB, Stoever spent nearly 10 years at the National Association of Corporate Directors (NACD) – the largest association of corporate directors in the United States. Prior to NACD, Stoever spent five years at Brazos Higher Education Service Corporation as SVP StudentLoans.com. He has also held several marketing leadership positions for CoStar Group, Inc., Sprint-Nextel Corporation, LexisNexis Group Inc., and Kraft Foods, Inc. Stoever also served for five years in the United States Marine Corps, resigning at the rank of captain.

In addition to his service as a trustee for the United States Naval Academy Foundation’s Academic and Scholarship Programs board, Stoever is a member of the board of directors for the Boulder Crest Retreat for Wounded Warriors, and previously held positions on the board of directors of the Chesapeake Bayhawks and Bethesda Lacrosse. He was also a visiting professor at American University’s Kogod School of Business from 2010 to 2014.

Stoever holds a BS in economics from the United States Naval Academy and an MBA in marketing and strategy from the Kellogg Graduate School of Management at Northwestern University.

Meet with Henry

Merrill Schwartz, Senior Vice President for Content and Program Strategy, AGB

Merrill Schwartz
Senior Vice President for Content and Program Strategy, AGB

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Merrill P. Schwartz, PhD, is senior vice president for content and program strategy at the Association of Governing Boards of Universities and Colleges (AGB). As a member of AGB’s leadership team, she contributes to achieving the organization’s strategic goals. She is a frequent presenter at AGB and other higher education association conferences and a regular contributor to Trusteeship magazine. Previously, Schwartz served as the senior vice president of AGB Consulting, and as director of research for AGB and was responsible for conducting research on and writing about trusteeship, governance, and the academic presidency. She has also managed book projects and conferences, and served as the liaison to AGB’s Board Professionals Leadership Group, a corps of volunteers that develops professional development opportunities for members. Prior to joining AGB, Schwartz worked for almost a decade as a faculty member, director of institutional relations, and ultimately director of internships at The Washington Center for Internships and Academic Seminars, a nonprofit educational organization with an experiential learning curriculum in Washington, DC.

Schwartz earned her BA and MPA degrees from the University of Massachusetts at Amherst and her PhD from the University of Maryland.

Meet with Merrill

Cristin Toutsi Grigos, Vice President for Content and Program Strategy, AGB

Cristin Toutsi Grigos
Vice President for Content and Program Strategy, AGB

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Cristin Toutsi Grigos joined AGB in 2008 and currently serves as the vice president for content and program strategy. She is responsible for identifying and optimizing the content and program needs of AGB members, from enduring to cutting-edge issues, as well as prioritizing and overseeing the creation of new content and the development of programs. Toutsi Grigos works collaboratively to provide AGB members with the resources and programs they need to fulfill their responsibilities and advance higher education. She also works on AGB’s public policy and advocacy initiatives, collaborating with external partners to ensure that AGB is positioned as a vital resource on higher education governance.

Toutsi Grigos has 20 years of experience in higher education, including 14 years of progressive experience with AGB across the programs, communications, consulting, and content teams. She is in her eighth year of board service for the Association for Collaborative Leadership, where she serves as chair of the Governance Committee. She is a trusted partner and is committed to effective governance and leadership in higher education.

Prior to joining AGB, Toutsi Grigos served as a Governor’s Fellow for Virginia Governor Tim Kaine in the Office of Commonwealth Preparedness, which included supporting the governor’s campus security conference after the mass shooting at Virginia Tech. She also worked for Virginia’s finance secretariat and the Department of Planning and Budget on state policies and funding formulas for public institutions in the commonwealth.

Toutsi Grigos held various positions at the College of William and Mary in the Office of the President, the Office of the Dean of Students, and the Office of Academic Support for Athletics. Additionally, she worked at Christopher Newport University in the Office of the President and for the President’s Leadership Program, where she served as program coordinator and a teaching assistant.

Toutsi Grigos has a master’s degree in higher education from the College of William and Mary, and baccalaureate degrees in political science, government administration, and leadership from Christopher Newport University.

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David Bass, Executive Director for Philanthropic Governance, AGB

David Bass
Executive Director, Philanthropic Governance, AGB

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David Bass serves as AGB’s executive director for philanthropic governance, providing thought leadership on board governance and leadership best practices that relate to philanthropy in higher education. He oversees the development of programs and resources supporting institutionally related foundation boards, institutional governing boards, and other senior staff and volunteer leaders of colleges and universities. Bass previously served as AGB’s director of foundation programs and research, authoring the AGB Board of Directors’ Statement on Institution-Foundation Partnerships, Illustrative Memorandum of Understanding between a Public Institution or System and an Affiliated Foundation, and Effective Foundation Boards.

In addition to his 11 years with AGB, Bass worked for 12 years at the Council for Advancement and Support of Education (CASE) where he served as senior director of research, leading a global pilot program of international advancement metrics, and served as director of CASE’s National Center for Institutionally Related Foundations and director of government relations.

Prior to joining the CASE staff, Bass taught as an adjunct faculty member at Georgetown University, George Mason University, Northern Virginia Community College, and the University of Virginia.

Bass holds an MBA and certificate in nonprofit management from Johns Hopkins University and an MA and doctoral coursework from the University of Virginia. He studied literature and art history as an undergraduate at the College of William and Mary and St. Andrews University.

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Andy Lounder, Associate Vice President of Programs, AGB

Andy Lounder
Associate Vice President of Programs, AGB

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Andy Lounder, PhD, is responsible for major components of AGB’s event-based education strategy, including conferences, institutes, advisory councils, and more. He joined AGB in 2013 as staff to the National Commission on College and University Board Governance and has subsequently directed a variety of initiatives resulting in AGB thought leadership and member learning. Lounder holds a PhD in higher education organization and leadership from the University of Maryland College Park, where he is a special faculty member in the Graduate School. He earned his master’s degree from the University of Pennsylvania and his BA from Wheaton College (Massachusetts), where he serves on the board of trustees.

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Audrey Young, AGB Board Professionals Leadership Group Executive Committee

Audrey Young
Senior Director, Membership Experience, AGB

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Audrey R. Young has over two decades of experience working with individuals in leadership roles in higher education. She joined AGB in 2007 as the director of conferences and events. Previously, she was the executive assistant to the president and board liaison at Gallaudet University. She is currently the senior director of membership experience, AGB executive liaison to the Board Professionals Leadership Group, and a member of the Board Professional Certificate Program Task Force. Young plays a key role in the development and implementation of comprehensive membership engagement initiatives, which build rapport and lasting relationships with AGB members to provide an exceptional membership experience.

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Meg Evans, Interim Assistant Director of Programs, AGB

Meg Evans
Assistant Director, Programs, AGB

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Meg Evans joined AGB as the assistant director of programs in March 2022. She is the former board liaison for the Portland State University Foundation (PSUF). She served as the primary liaison to the foundation’s board of trustees, responsible for compliance with the bylaws and policies, preparation of meeting materials and minutes, and staffing the board and committee meetings. Prior to PSUF, Evans spent seven years as the board coordinator for the Doernbecher Children’s Hospital Foundation Board of Directors. She is a past member of AGB’s Council of Board Professionals and served on the Professional Development Committee of the Board Professionals Leadership Group. Evans has a BA in government from Clark University.

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Registration

AGB is committed to excellence in member service. Should you have questions about registering for the Foundation Leadership Forum, contact the AGB registrar.

Become a Member and Save

If you currently are not an AGB member but want to take advantage of member pricing, contact Matt Stevens, director of membership outreach.

Sponsorship

To learn about sponsorship opportunities, contact Steve Abbott, senior director of partnerships. 

All other inquiries may be directed to the AGB concierge.