UNIVERSITY OF WISCONSIN BACKGROUNDER | 1

ASSOCIATE VICE PRESIDENT AND MANAGING DIRECTOR, BUSINESS SCHOOLUNIVERSITY OF WISCONSIN FOUNDATION

Madison, WIhttps://bus.wisc.edu/

Send Nominations or Cover Letter and Resume to:Lisa Abair VuonaVice President617-262-1102lvuona@LLLSearches.com

The Opportunity:

LOIS L. LINDAUER SEARCHES is proud to partner withthe University of Wisconsin-Foundation (UWF) in itssearch for the position of Associate Vice President andManaging Director, Business School.

In achievement and prestige, the University ofWisconsin–Madison has long been recognized as one ofAmerica's great universities. According toBloombergBusiness, its Wisconsin School of Businessattracts talented, energetic and creative students whoare known for their strong work ethic and technical

capabilities. Seventeen chief executive officers of Fortune 500 companies hold degrees from the University ofWisconsin-Madison. Only three schools, Harvard University, Columbia University, and the University ofPennsylvania awarded more degrees to Fortune 500 CEOs, according to a 2011 analysis by U.S. News & WorldReport.

The Wisconsin School of Business (WSB) has an extensive tradition of innovation in how and what is taught,particularly through applied learning activities and now its unique Compass initiative - a personal, academic,career, and professional curricular and co-curricular program that all admitted business students complete as partof their Wisconsin BBA experience.

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Position Overview:Associate Vice President and Managing Director, Business School

Reporting to the UW Foundation Vice President and Managing Group Leader (dotted line at the Wisconsin Schoolof Business to the Associate Dean of External Relations), the Associate Vice President and Managing Director (AVP)is responsible for leading a comprehensive development program for the Wisconsin School of Business. Keyresponsibilities include strategic planning and goal setting; team leadership and performance management; andprospect and portfolio management. The AVP is the primary liaison between the UW Foundation (UWF) and theWisconsin School of Business (WSB). As a member of the UWF development managers' group, the AVP contributesto the growth and refinement of the organization's overall development operation, crafting development policiesand procedures; providing input on goals and expectations; and supporting change management initiatives.

Current direct reports include: Major gifts officers (3); Associate Directors of Development (currently 2 with 1position open and future growth anticipated); Program Manager (who supervises 2 Development Specialistsproviding program and administrative support).

Duties and Responsibilities:

Lead and manage all Wisconsin School of Business fundraising initiatives focused on cultivating, solicitingand stewarding individuals for principal gifts ($1 million+), major gifts ($25,000+), and leadership annualgifts ($1000+). Partner with the WSB Alumni Relations team on annual giving solicitation and stewardshipactivities.

Lead, inspire and support a staff of eight professionals and administrative support personnel in meetingteam and individual goals. Provide the structure and guidance necessary to promote a high-performanceculture. Actively mentor and train staff, providing frequent opportunities for professional learning andgrowth. Responsible for hiring, training, goal-setting and performance evaluation.

Develop strategies and tactics for prospect identification, solicitation and stewardship of individuals at alllevels of the giving pyramid. Build capacity and pipeline within and between annual gift, leadership annualgift, major gift and principal gift prospect segments.

Oversee plans for the effective cultivation, solicitation and stewardship of WSB top donors and prospects.Coordinate with UW Foundation colleagues and other campus units on plans for university-wide principalgift prospects and appropriate strategies for engaging these prospects with the Dean and other WSBpartners.

Lead strategy and implement plans for WSB initiatives within the University's comprehensive campaign.Working closely with WSB leadership, advancement teams and campaign steering committee, achievecampaign goals and ensure sustainable funding growth through and beyond the campaign.

Develop and maintain systems to support WSB development activities. Work closely and align efforts withUW Foundation colleagues in the Research, Prospect Management, Gift Planning, Corporate/FoundationGiving, and Stewardship teams.

Collaborate with colleagues in the WSB Alumni Relations and Corporate & Employer Relations teams toensure a well-aligned and integrated advancement program.

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Lead by example; foster a work environment that recognizes and rewards team-based efforts withindevelopment and alumni relations and across the University of Wisconsin community. Set the tone for ateam driven by professionalism, productivity, accountability, achievement, open communication, andcollaboration.

Qualifications:

A minimum of seven years of professional leadership experience in complex development and alumnirelations programs (preferably within higher education) recognized for their strength and effectiveness;meaningful experience in or knowledge of all key development areas. Experience in a business schoolsetting is highly valued.

Proven supervisory and management skills, both strategic and operational. A demonstrated ability to build,manage, mentor and motivate an effective team, especially through times of growth and change. Effectiveat establishing processes, metrics and accountabilities.

Demonstrated success in personally soliciting, closing, and stewarding major gifts, with significantexperience closing gifts of $1 million or more. A high level of comfort and effectiveness working with highnet worth individuals and business leaders.

A deep appreciation for the history, achievements and aspirations of the University of Wisconsin-Madisonand the Wisconsin School of Business. The ability to effectively articulate the School's vision and case forphilanthropy.

The credibility, maturity and sound judgment that inspire the trust and respect of academic leaders,donors, colleagues and team members.

The political savvy to navigate a complex academic community; the ability to build bridges and strongcollaborative relationships with a range of internal colleagues and external stakeholders.

Superior communication skills and the ability to connect with a variety of audiences; clarity andeffectiveness in written and oral presentation.

Exemplary interpersonal and listening skills. Ability to travel

University of Wisconsin Foundation Overview

The University of Wisconsin Foundation is the official fundraising and gift-receiving organization for the Universityof Wisconsin-Madison. It is an independent, not-for-profit, tax-exempt organization which raises funds andreceives gifts for the UW-Madison. An elected board of directors oversees its assets and activities. The Foundationworks closely with the University’s leadership to determine and support fundraising priorities.

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Thanks to the generosity of alumni and friends, total newgift commitment received by the Foundation in 2014totaled $380 million, with $32 million of that totaldesignated for the Business School. The UW Foundationmanages the core endowment for the University ofWisconsin-Madison (currently valued at $2.4 billion), withtotal assets under management of $3.18 billion.

In 2014, the Wisconsin Alumni Association and UWFoundation successfully merged forces - forming theWisconsin Foundation and Alumni Association. The

Wisconsin Foundation & Alumni Association (WFAA) supports the transforming impact of the University ofWisconsin-Madison and engages a vibrant, worldwide community of alumni, donors, and friends.

Comprehensive Campaign:

UW-Madison will publicly launch its fourth comprehensive fundraising campaign in the University’s history in thefall of 2015. In the first two years of the quiet planning phase, just over $1 billion in campaign gift commitmentshave been secured, with approximately $75 million of those gifts designated for the Business School.

Wisconsin Naming Gift:

In 2005, the then dean of the Wisconsin School ofBusiness, Michael Knetter, began planting the seedamong alumni about a new type of naming gift. OnOctober 27, 2007 the Wisconsin School of Businessannounced the receipt of an $85 million naming gift thatwas unlike any other. Instead of naming the school forone individual, a group of 13 alumni known as the"Wisconsin Naming Partnership" joined together, eachdonating a minimum of $5 million to “not name” theschool, but rather to let it keep its name. Further buckingthe trend of typical naming gifts, they chose to not namethe School in perpetuity, but rather for only 20 years, leaving open the future option to raise more money if itreceived another sufficient donation. The legacy and brand of the Wisconsin Naming Gift has become the bedrockof the institution’s strategy and brand: Together Forward, embracing the notion that together we will achieveoutcomes that individually, we would not dare to dream on our own.

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Client Overview

University of Wisconsin-Madison:

A highly selective public research university andland-grant institution, the University ofWisconsin–Madison offers a complete spectrum ofliberal arts studies, professional programs andstudent activities. Foundedwhen Wisconsin achieved statehood in 1848, UW–Madison is the official state university ofWisconsin, and the flagship campus ofthe University of Wisconsin System.

UW–Madison is organized into 20 schools andcolleges, which enrolled 29,302 undergraduate,

9,445 graduate, and 2,459 professional students and granted 6,659 bachelor's, 3,493 graduate and professionaldegrees in 2013-2014. The University employs over 21,796 faculty and staff. Its comprehensive academic programoffers 132 undergraduate majors, along with 149 master's degree programs and 120 doctoral programs. Wisconsinis a founding member of the Association of American Universities.

The UW is categorized as an RU/VH Research University (very high research activity) in the Carnegie Classificationof Institutions of Higher Education. In 2013, it had research expenditures of more than $1.1 billion, the fourthhighest among universities in the country. UW-Madison ranked behind only Johns Hopkins University, theUniversity of Michigan and the University of Washington. UW-Madison has consistently ranked among the top fiveuniversities overall for research expenditures, money secured from all sources — federal, private and state — formore than 20 years.

The Wisconsin Badgers compete in 25 intercollegiate sports in the NCAA's Division I Big Ten Conference and havewon 28 national championships.

See more at: http://wisconsinidea.wisc.edu/

The Wisconsin School of Business:

The Wisconsin School of Business at the University of Wisconsin–Madison was founded in 1900, and has sincegraduated more than 40,000 alumni.

As its signature program, the undergraduate program is consistently ranked in the Top 20 in the U.S. Admitting800 students each year, the WSB takes a learner-centric approach to challenging and supporting its students togain the personal and professional skills, perspective and network to launch them on a path to success.

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In addition to the undergraduate program, the WSB has a portfolio of specialized graduate programs in ActuarialScience, Global Real Estate, Quantitative Finance, and Accountancy, as well as a part-time M.B.A., executive M.B.A.,and Ph.D. program. The full-time MBA offers focused career specializations such as Brand and ProductManagement, Applied Securities Analysis and Arts Administration, creating an intimate experience that providesgraduates with deep expertise to add value to their chosen career immediately upon graduation.

With all of its programs, the school offers a full suite of student services, including advising, career services,international programs, and mentoring. The school has more than 60 student-led organizations including theBusiness Action for Sustainable Enterprise and the International Business Student Association.

Among the Wisconsin School of Business’ most notable are Steve Bennett, Former CEO of Intuit, Donald Goerke,the inventor of SpaghettiOs; Tom Falk, CEO of Kimberly Clark; David Lesar, chairman, president, and CEO ofHalliburton Energy Services; John Morgridge, Former CEO of Cisco Systems; and Richard Notebaert, formerchairman and CEO of telecommunications firms Qwest Communications, International, Inc., Tellabs, Inc., andAmeritech Corp.

The Wisconsin School of Business is regularly noted in national and international rankings. In 2014 and 2015, it wasrecognized in the following rankings:

Undergraduate Real Estate – Ranked 2nd in U.S. News & World Report 9/9/2014 Risk Management and Insurance – Ranked 3rd in U.S. News & World Report 9/9/2014 Ranked 15th in the U.S. (6th among public universities) U.S. News & World Report 9/9/2014

Full-Time MBA Ranked 7th in the U.S. for best value by Value Colleges 2015 Ranked 9th in the U.S. for most satisfied MBA graduates by Forbes 2014

Evening MBA Ranked 20th in the U.S. (11th among public universities) by U.S. News & World Report 2015

Executive MBA Ranked 47th globally (15th among public programs) by The Economist 2015

Wisconsin BBA Compass Program:

Unique to the Wisconsin School of Business, The Compass Program is designed to help first-year business studentschart their own paths in the BBA program and beyond. Throughout this developmental journey, they engage inboth structured coursework and programming as well as individualized opportunities to directly apply what theyhave learned.

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Following completion of The Compass Program, students leave with a portfolio of skills needed to effectivelycontribute to the world around them, both in their careers and beyond. Students gain the leadership abilities,communication skills, and professionalism needed as global business leaders. WSB empowers students to explorepersonal style and strengths, challenging them to chart their paths to success while also having a positive impacton their community.

Madison, WI:

Spanning 936 acres along the southern shore ofLake Mendota, the campus is located in the city ofMadison.

Madison is the state’s capital city with a populationof 208,000 and offers the perfect combination ofnatural beauty, stimulating cultural offerings,outdoor recreation, distinctive restaurants, uniqueshops and vibrant nightlife.

The city tops many “best” lists, including: Best Cities, Kiplinger’s Personal Finance,

2009 Best College Sports Town, Sports Illustrated on Campus, 2003 Best Small City to Live, Men’s Journal, 2004 No. 2, Best Places to Educate Your Child, Forbes, 2007 Nation’s Smartest City, bizjournals, 2008 America’s Best Adventure Towns, National Geographic 2009

The university’s location in south central Wisconsin makes for convenient access to Milwaukee (80 miles), Chicago(150 miles) and Minneapolis (270 miles). Daily buses serve all three cities.

Related Web Sites: City of Madison Greater Madison Convention and Visitors Bureau Dane County State of Wisconsin Visiting Wisconsin

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Background Checks:

Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verify academiccredentials for its candidates, and our clients frequently conduct background checks prior to finalizing an offer.

To learn more, callLisa Vuona, Vice President at

617-262-1102or send nominations or cover letter and resume to

lvuona@LLLSearches.comAll inquiries will be held in confidence.

Setting the Standard in Development Search

420 Boylston Street, Suite 604, Boston, MA 02116617.262.1102

www.LLLSearches.com

UNIVERSITY OF WISCONSIN BACKGROUNDER | 9

Appendix

Leadership:

Rebecca M. BlankChancellor of the University of Wisconsin-Madison

Rebecca M. Blank became chancellor of the University of Wisconsin-Madison in July 2013.Blank’s experience blends a knowledge of economics with a history of leading through innovation, and abackground as an educator and researcher. In taking the position, Blank spoke of two distinct agendas for UW-Madison: providing the next generation with the skills necessary to succeed in the world’s changing economy, andmaintaining this university’s position as a leader in innovation and research.

Leading Wisconsin’s flagship university represents a return to academia for Blank. From 2009 to 2013, she served intop positions at the U.S. Department of Commerce. She started as undersecretary for economic affairs, and thenwas named deputy secretary and acting secretary of the agency, managing nearly 45,000 employees and a $10billion budget. During her time at the agency, Blank not only led a large and complex organization, but alsoworked to promote economic development with an emphasis on connecting research and innovation with jobcreation and economic growth.

Blank brings strong academic credentials to the position of chancellor. She served as dean and professor of publicpolicy and economics in the Gerald R. Ford School of Public Policy at the University of Michigan from 1999 to 2008.In her role as dean, she launched such innovations as interdisciplinary graduate programs and an undergraduatepublic policy major. Before joining the Department of Commerce, she was a fellow at the Brookings Institution, anonprofit public policy research think tank in Washington, D.C.

Earlier in her career, she was a member of the faculty at Northwestern University and Princeton University, as wellas an assistant visiting professor at the Massachusetts Institute of Technology. She also spent two years, from 1997to 1999, as a member of the President’s Council of Economic Advisers.

She earned an undergraduate degree in economics from the University of Minnesota, and a doctoral degree ineconomics from MIT.

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Michael M. KnetterPresident and CEOUniversity of Wisconsin Foundation

Michael M. Knetter joined the University of Wisconsin Foundation as president and chief executive officer onOctober 16, 2010 after eight years as dean of the Wisconsin School of Business. As dean, he orchestrated the novel$85 million Wisconsin Naming Gift, the expansion of Grainger Hall and the restructuring and improved nationalstanding of the full-time MBA. In addition to leading the business school, Knetter worked with the campusleadership team to develop strategies to increase revenue as vice chancellor for advancement beginning in 2010.

Prior to joining the UW-Madison in 2002, he was associate dean of the MBA program and professor of internationaleconomics in the Amos Tuck School of Business at Dartmouth College. He also served as senior staff economist forthe President’s Council of Economic Advisors for former presidents George H.W. Bush and Bill Clinton.

A native of Wisconsin, Knetter is a director of American Family Insurance and serves as a trustee of NeubergerBerman Funds. Recently he chaired the capital campaign for The Road Home Dane County, a non-profit that assistsin finding housing and work solutions for homeless families in Dane County.

Knetter completed his undergraduate studies in economics and mathematics at the University of Wisconsin-EauClaire and his Ph.D. in economics at Stanford University.

François Ortalo-MagnéAlbert O. Nicholas Dean of the Wisconsin School of Business

François Ortalo-Magné became the Albert O. Nicholas Dean of the Wisconsin School of Business on September 1,2011. Building on the school’s tradition of innovation and expertise in applied learning, Ortalo-Magné ispositioning the school to transform business education, advancing a bold strategy that redefines the partnershipbetween universities and the business community, in order to address business challenges, inspire leadership, andimprove lives.

Prior to his current role, Ortalo-Magné served as the Robert E. Wangard Professor of Real Estate and chaired theschool’s Department of Real Estate and Urban Economics. In his role as department chair, he developed aninnovative partnership between the school and three leading international business schools—HEC Paris, HongKong UST School of Business, and INCAE Costa Rica—to deliver a new degree, the Global Real Estate Masters(GREM).

Ortalo-Magné’s research focuses on the determinant of housing prices and housing market fluctuations, and hisacademic papers have been published in top economics and real estate journals. He has also published books andmonographs targeted at policymakers and general audiences on housing, agricultural, and environmental issues.

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Ortalo-Magné has advised the French government on land use and housing policy issues as a member of theConseil Economique du Dévelopement Durable. He was awarded the distinctions of Counselor of Real Estate(United States) and Fellow of the Royal Institution of Chartered Surveyors (United Kingdom). He has been a regularkeynote speaker at international real estate conferences, including MIPIM and AFIRE.

Prior to joining the Wisconsin School of Business in 2001, Ortalo-Magné was a tenured faculty member of theEconomics Department at the London School of Economics. He received a Ph.D. in economics from the Universityof Minnesota in 1995 and a Masters in Agricultural Engineering and Management (Ingénieur Agricole) fromFrance’s Ecole Supérieure d’Agriculture de Purpan in 1990.

Anne LuckeVice President and Managing Group Leader

Anne Lucke is Vice President and Managing Group Leader at the University of Wisconsin Foundation, providingstrategic leadership to and overall supervision of the development teams responsible for the fundraising programsof seven academic units at the University of Wisconsin-Madison: the Wisconsin School of Business, College ofLetters & Science, College of Engineering, College of Agriculture and Life Sciences, School of Education, School ofHuman Ecology, and Law School. Collectively these seven schools and colleges recorded $148 million in new giftcommitments in 2014.

With 15 years of development experience in higher education, Anne serves on the Foundation’s DevelopmentLeadership Team and plays a key role in shaping the organization’s fundraising strategies, policies, and teamperformance and accountability measures. She also works closely with University leaders to cultivate and solicitleadership gifts from some of the institution’s most prominent and generous alumni.

Anne joined the UW Foundation in 2000 as director of development for the College of Letters & Science, and in2008 she was promoted to Managing Senior Director of Development and assumed overall leadership of theLetters & Science development team. In 2011 she took on responsibility for overseeing the development teamsworking on behalf of the School of Education and School of Human Ecology, and in 2013 she was promoted to hercurrent position as Vice President and Managing Group Leader overseeing the development work of seven schoolsand colleges.

Prior to joining the UW Foundation, Anne held management and marketing positions in the bookselling, tourism,and information technology industries. She earned her Master of Arts degree in English Literature from UW-Madison and Bachelor of Arts in English from Holy Cross College in Worcester, MA.

Kaylene ChristnovichAssociate Dean of External Relations

Kaylene Christnovich joined the Wisconsin School of Business (WSB) in 2006. After growing up in a small farmingcommunity, she was eager to be part of something big. Leveraging her degree in communication and her passion

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for engaging people toward a good cause, Kaylene started her work with the alumni relations team at the WSB,engaging donors, volunteers and advocates in support of the School’s mission. During her time in externalrelations, she helped to launch the School’s student campaign, which now achieves participation rates above 50%in all programs combined and as high as 100% in specific programs. She also supported the WSB’s fundraisingefforts and was part of the team that presented the Wisconsin Naming Gift to the world.

In 2010, Kaylene was invited to join the Dean’s office as Executive Assistant to then-new Dean François Ortalo-Magné and later joined the leadership team of the school as Chief of Staff. During that time, she has grown the sizeand scope of the alumni relations effort to create one team of professionals working on alumni relations, corporateengagement and development. Today, Kaylene is the Associate Dean of External Relations, leading a dynamicteam of relationship managers, engagement and communication specialists and strategists who work together toengage and delight the business community as a partner in the WSB strategy. Just one year into operating as a fullteam, they are already looked to as a model on campus for their success. Kaylene and the team aspire to berecognized by their peers at other institutions as a leader in engaging the business community.