Nonprofit Information is a collection of articles from industry experts discussing how to manage and have a successful nonprofit. Whether it is fundraising tips, operational issues, retaining quality staff /volunteers or various other pain points which plague nonprofit organizations, our online magazine is here to educate and help make your nonprofit a success.
Below is just some of the people and their backgrounds who contribute to Nonprofit Information.
Founder & Publishing Editor
Adam Weinger is one of the leading experts on corporate giving programs. He’s the president of Double the Donation, a company which helps organizations raise more money from employee matching gift and volunteer grant programs. The company partners with nonprofits ranging from arts and cultural organizations, hospitals, educational institutions, and community based organizations to help them increase fundraising from corporate giving programs. Adam is a frequent contributor to many leading nonprofit magazines and blogs, including NonprofitPro, Nonprofit Marketing Guide, Top Nonprofits,Nonprofit.About.com and of course, Double the Donation’s blog. Organizations looking to learn more about employee matching gift and volunteer grant programs should check out the resources the company provides which include lists of the top matching gift and volunteer grant companies. Have questions for Adam Weinger or Double the Donation? Email Adam or connect with Double the Donation on Twitter or LinkedIn.
Alan Ross has been the executive director of the Samaritans Suicide Prevention Center in NYC for 25 years, following a career as a writer, corporate consultant and university faculty. Beginning as a hotline volunteer, Ross went on to develop their hotline volunteer and public education training programs that prepared 100 new hotline staff each year and has provided professional development training to 40,000 teachers, guidance counselors, social workers from: NYPD, FDNY, EMS, Department of Education, U.S. Coast Guard, AIDS Task Forces, GMHC, St. Vincent's Rape Crisis, Salvation Army and Girl Scouts of America. His work with Samaritans has been featured in The New York Times, Daily News, Oprah, New York Magazine; he has appeared on Good Morning America, PBS, Nightline, CNN and MTV; and his work developing training programs has been published in Brief Treatment and Crisis Intervention and the British Journal of Social Work. His corporate clients included Citibank, N.A.; PepsiCo, Inc; General Foods; Monsanto; Kidder Peabody; Union Carbide and others.
Andy Reeher is president and CEO of Reeher LLC, which he started in 2002 as a shared management system to provide insights and frontline focus to improve management practices within university fundraising. He frequently writes and speaks on how development departments can fundraise more efficiently and effectively using data to find those donors who are most likely to give.
Bill Tedesco is a well-known entrepreneur in the field of philanthropy with over 15 years of experience at the helm of companies serving the fundraising profession. He has personally conducted original research to identify markers of philanthropy and has developed modeling and analytical products that use those markers to accurately predict future giving. Since 2007, he’s been the founder, CEO and Managing Partner of DonorSearch. DonorSearch is one of a small group of companies providing wealth screening, philanthropic reviews, and online prospect research tools exclusively to the nonprofit market. Prior to DonorSearch, he was CEO of WealthEngine and Executive Vice President of Target America, which was later purchased by Blackbaud and folded into Blackbaud’s Target Analytics division. Mr. Tedesco was also a principal of BFTConnect/ContactReporter. He also has four years of fundraising experience as Director of Development for the Fund for Educational Excellence, Baltimore’s public education fund, and as a major gift officer at the University Of Maryland School Of Medicine. He earned B.S. and M.P.A. degrees from Pennsylvania State University and is a frequent speaker at conferences around the United States.
Originally from London, England, Camara Chambers holds an LLB Law degree with honours and has significant experience managing client relationships with international investment banks, local government bodies and a range of non-profit and charitable organizations having worked in the corporate and non-profit sector. She is currently the Director of Membership Services at Volunteer Toronto, managing a program of over 350 non-profits across the city. www.volunteertoronto.ca
Carter Gibson started his nonprofit The LittleBigFund after working in campaign management at the Ad Council. With over 1.3 million followers online, Carter has secured himself as a thought leader for nonprofits looking to break into the social sphere. He has four years of experience as a community manager and is always looking for creative ways to engage like-minded people.
Christine’s passion for community service led her to Salsa. Having worked with organizations like Habitat for Humanity, Auburn Wesley Foundation, and Quilters Unlimited of Northern Virginia, she has a wide-view of the varied needs of nonprofits that helps her better build Salsa’s community. Her team shares her passion and is dedicated to helping nonprofits build their own community of support as well as connect with one another to share best practices. Christine’s B.A. in Marketing from Marymount and her deep-dive into research, statistics and functional sociology completing her M.S. in Sociology at Auburn heavily influence her approach to marketing, communications and community-building. www.salsalabs.com
Debbie Atkins is a public relations professional with more than 25 years of communications and marketing experience, who has managed a variety of crisis issues. She is public relations manager at The Summit Group, a communications agency serving more than 100 clients across the country.
As President of www.dmwfundraising.com division, and with more than 25 years’ experience in direct mail and database marketing, Debbie emphasizes the importance of both strategic planning and end-to-end program execution. She has a wealth of knowledge gained from successfully managing membership and donor programs for a diverse client base of public media, healthcare, advocacy and environmental organizations. In addition, she worked in the commercial sector for more than a decade on a wide variety of business-to-consumer marketing initiatives.
DMW Direct Fundraising is a direct response agency that assists non-profit organizations in realizing the full potential of their fundraising and membership programs. The agency specializes in developing inspiring direct mail, online and integrated campaigns. Services include strategic planning, creative development, prospect list services, comprehensive production and campaign management, as well as results analysis. For more information, please visit www.dmwfundraising.com , call 774-773-1200 or email Debbie Merlino at email@example.com.
Doug White, the author of “Abusing Donor Intent: The Robertson Family’s Epic Lawsuit Against Princeton University,” and is the director of the Master of Science in Fundraising Management program at Columbia University.
Dr. Eugene Fram is professor emeritus, E. Philip Saunders College of Business, Rochester Institute of Technology. In 2008, he was awarded the university’s Presidential Medallion for Outstanding Service, and in 2011 an anonymous donor, a former student, gifted RIT $3 million for the Eugene H. Fram Chair in Applied Critical Thinking. An experienced NFP board director, (served on 11 boards), author and consultant, he recently published the third edition of his nonprofit governance book “POLICY vs. PAPER CLIPS: How Using the Corporate Model Makes a Nonprofit Board More Efficient & Effective". The governance model in the book had been adopted or adapted by thousands of nonprofit organizations. He publishes two blog posts a week, related to nonprofit governance, at: Non-Profit-Management-Dr-Fram.com
Dylan Manderlink is a recent graduate of Emerson College in downtown Boston, MA. She studied a self-designed major that blends the disciplines of theatre, social advocacy, leadership strategies, and journalism entitled, Investigative Theatre for Social Change. Dylan is a current Teach for America corps member teaching Digital Communications at a high school in Arkansas. She is passionate about working towards social justice through nonprofit work and supporting NGOs that are committed to improving the quality of life for all people and raising awareness for community change through service, activism, and the arts. Dylan was the president of her college’s student-run social justice organization for 3 years, served on her school’s sustainability committee, and worked in her college’s Office of Service Learning and Civic Engagement. Her previous nonprofit internship experience in Boston includes working as the Marketing Intern for Year Up, the Communications Intern for Community Works, Recruitment Outreach Intern for Green Corps, and the Communications Intern at Pine Street Inn homeless shelter. Dylan has also interned at the LA-based nonprofit, : Liberty in North Korea.
Elissa is the director of marketing at oneID, the company behind QuickDonate -- the solution that delivers 1-click donations across all devices. oneID was founded on a powerful idea, that people should be able to manage their own identity online in a way that is both simple and secure – and without a username and password
Gary C. Smith is the president and chief executive officer of the National Association for the Exchange of Industrial Resources (NAEIR), the oldest and largest gifts-in-kind organization in the country. NAEIR solicits and receives donations of excess inventory from American corporations and distributes the material to a membership base of more than 13,000 charities. It has collected and redistributed over $3 billion worth of new, donated supplies and equipment since its founding. NAEIR members average more than $18,000 worth of free products per year for their organizations. www.NAEIR.org
Art Taylor is president and CEO of BBB Wise Giving Alliance (BBB WGA) which verifies the trustworthiness of nationally-soliciting charities by completing rigorous evaluations based on 20 holistic standards that address charity governance, effectiveness reporting, finances, fund raising, appeal accuracy and other issues. Taylor has dedicated his career to charity transparency and accountability. Charity evaluations are available to the public at Give.org.
Himanshu Sareen is the CEO of Icreon Tech, a global technology firm that has worked strategically with multiple not-for-profits, including the New York Road Runners, the International Labor Organization, the MLB Players Association and Columbia University.
Jack has 30 years’ experience within the charitable and philanthropic industry that he brings to the forefront with IMPACTism. Jack has been a major gifts fundraiser and senior organizational executive working with or consulting to nonprofit and advocacy organizations. A generous community and civic leader who has served on several nonprofit boards, Jack has a unique perspective as a donor, benefactor, and as an industry thought leader. Working closely with senior leadership in strategic planning, Jack has personally raised over $50 million in annual and deferred gifts. Jack has a Master of Business Administration (M.B.A.) degree from Florida Atlantic University (Boca Raton, Florida), Master of Arts (M.A.) degree from American University (Washington, D.C), and a Bachelor of Arts (B.A.) degree from State University of New York at Geneseo.
James Willis is a nonprofit finance and operations executive who has worked in the nonprofit field for more than 15 years, holding such positions has Chief Financial Officer, Controller, VP of Finance, Director of Finance, and Budget Manager. He is also the Director of an outsourced accounting and financial services firm specializing in nonprofits. Connect with James on LinkedIn www.linkedin.com/in/jamesawillis
Jamy Squillace, director of product management, Abila, has 16 years’ experience in product planning and management. At Abila, Jamy creates and evolves fundraising and grant management solutions to fulfill customer desires, exceeding expectations.
Jane Haderlein is senior vice president, external affairs at Huntington Memorial Hospital in Pasadena, California, a 625-bed not-for-profit hospital ranked nationally by U.S. News and World Report in two specialties and named among the top hospitals in California.
Jay Ziskrout is the Founder & CEO of Charitable Checkout. Having worked for years helping major brands engage consumers through music and entertainment (as COO of CMJ Network), he decided to pursue his vision for connecting businesses with consumers around shared values. A former performing musician and international music industry executive come tech entrepreneur, Jay previously served as Founder of LatinoVision.com, Managing Director of Epitaph Records Europe and VP Promotion for Arista/BMG.
John Salveson is Co-Founding Principal and head of the Non-profit Practice at retained executive search firm Salveson Stetson Group. John brings more than 30 years of experience consulting with a broad range of organizations, including life sciences and pharmaceutical companies, banks, insurance companies, manufacturers, professional service firms, healthcare providers, retailers, service organizations and non-profit institutions.
Kenneth Moskowitz, PhD is CEO of Jewish Family Service Inc., of Broward County.
Kentaro Toyama is W. K. Kellogg Associate Professor at the University of Michigan School of Information, a fellow of the Dalai Lama Center for Ethics and Transformative Values at MIT, and author of Geek Heresy: Rescuing Social Change from the Cult of Technology. He is on the board of several non-profit organizations
Founder of Triad Resource Group, Lauren Dillon is a dynamic professional who has been serving faith-based and social enterprise groups in their fundraising efforts for over nine years. Dillon seeks to meet the specific fundraising needs of innovative organizations seeking to increase fundraising efficiencies. Her former roles as employee, consultant, and volunteer board member to non-profits equips her with intimate understanding of the many challenges to donor development.
Lauren is the VP of Volunteer Leadership Development at the March of Dimes. In this capacity she oversees the team that develops and implements strategies to enhance the attraction, recruitment and retention of volunteers and board leaders in key markets across the country. Efforts also include engaging national service partners, youth leaders, the military, and a focus on volunteer diversity.
Linda Henman, Ph.D. helps senior leaders reach strategic objectives by maximizing talent. She is the author of Challenge the Ordinary and Landing in the Executive Chair, among other works. She can be reached at 636.537.3774, or visit her website www.henmanperformancegroup.com
Lindsay Saunders is a Certified Fund Raising Executive (CFRE) and National Robert W. Woodruff Fellow with more than 10 years of experience in non-profit leadership and development. Lindsay holds a B.A. in Political Science from the University of Michigan—Ann Arbor and is currently completing her Masters degree at the University of Notre Dame Mendoza College of Business.
Megan Hill is the CEO of Professional Writing Services, LLC, a group of talented grant writers and nonprofit professionals. Visit the website for more grantwriting tips and how-tos at www.professionalgrantwriter.org.
Michael has more than 40 years’ experience as a staff member, board member and consultant to nonprofit groups that need to raise funds. Michael heads Sand Associates, a consulting firm that provides comprehensive services to nonprofit organizations across the country. He lives in Harrisburg, Pennsylvania. To reach Michael visit his websitewww.sandassociates.com, or send him an e-mail at firstname.lastname@example.org
Michael is also the author of 3 books listed below available on Amazon.
How To Manage An Effective Nonprofit Organization: From Writing And Managing Grants To Fundraising, Board Development, And Strategic Planning,
The Essential Nonprofit Fundraising Handbook: Getting the Money You Need from Government Agencies, Businesses, Foundations, and Individuals,
How to Manage an Effective Religious Organization: The Essential Guide for Your Church, Synagogue, Mosque or Temple
Mykel Nahorniak is the co-founder and CEO of Localist, the industry’s only provider of an interactive online calendaring platform for the marketing professional. In this role, Myke is responsible for the evolution and overall strategy for the company and the Localist platform. In addition, he heads the development team in conceptualizing new features, leading creative development of site design, usability and overall branding. His past experience includes serving as Chief Creative Officer at Betanews, Inc., managing IT projects at The Baltimore Sun and leading web development teams at media companies, non-profits and PR firms. Myke was a computer information systems student before helping to launch Baltimore’s first co-working space and co-founding Localist in 2008. Myke is currently a mentor at Betamore, a Baltimore incubator. He is passionate about all things web and business, media, and cycling. Myke lives in Washington DC with his wife Mary and greyhound named Senna.
Nicole Weaver is an Engagement Partner with Tatum, a Randstad company. A senior IT leader in the Mid Atlantic practice whose 30 year career includes extensive experience in the software development and nonprofit industries, Weaver has proven success in defining and implementing strategies, integrating and right sizing teams, IT modernization and outsourcing, and process reengineering.
Peter Crosby is Chief Marketing Officer and Chief Dreamer at DreamFund.com, the circle giving platform for important dreams. With a passion for pursuing his dreams and helping others achieve theirs, Peter has established a career as a marketer and communicator, taking several software companies from idea to reality. Prior to joining DreamFund.com, he worked as the Director of Product and Content Marketing for Constant Contact and was fortunate enough to spend every day helping small business owners more effectively communicate with their customers. Peter has also worked as a professional actor and knows what it’s like to build a network of people who share and support your dream. He believes it’s all about getting people’s attention in a noisy world, and inspiring them with your story.
Mr. Kreider has held the position as Devereux President and CEO since July 2004. Mr. Kreider holds a Juris Doctor degree from the University of Pennsylvania, a Master of Arts degree in Economics from the University of Pennsylvania, and a Bachelor of Science in Management Science from Case Western Reserve University. From December 1994, when he joined Devereux, Mr. Kreider has held the positions of Senior Vice President of Finance and Chief Financial Officer, Executive Vice President of Finance and Administration, and Executive Vice President and Chief Operating Officer. Prior to joining Devereux, Mr. Kreider served as Managing Director and Co-Chief Executive Officer of Fairmount Capital Advisors, Inc. At Fairmount, Mr. Kreider advised healthcare institutions and universities on a wide range of finance-related issues, including debt structure, investment management and corporate acquisitions. Mr. Kreider is a member of the Board of Directors of Cadbury Senior Services, a not-for-profit provider of services to the elderly, and a member of the Board of Directors of the Greater Philadelphia Chamber of Commerce.
Sarah Keister Armstrong is the owner of Turks Cap Consulting, LLC, a firm focused on helping nonprofit organizations and libraries best serve their communities. She is experienced in using qualitative and quantitative measures to evaluate public policies and programs, and has worked with government agencies, nonprofit organizations, and libraries. Sarah lives in the Chicago area and holds a Master of Public Policy and Administration degree from the University of Massachusetts and a Bachelor of Arts degree in Political Science and Sociology from Illinois Wesleyan University.
Sonia Barnes-Moorhead is executive vice president of The Children's Foundation of Astor, a non-profit organization that provides children’s mental health services, child welfare services, and early childhood development programs, astorservices.org.
Stacey Malcolmson, CFRE, is the managing director of campaign services at Clarkson Davis, a consulting firm committed to powering change that matters for nonprofit and socially focused organizations through the development of business operations, planning and fundraising strategies. Malcolmson previously led Southern Methodist University’s Alumni Giving and Relations efforts and launched the United Way of Metropolitan Dallas’s first-ever endowment campaign. Stacey earned a Bachelor of Arts from The University of Texas at Austin and an MBA from Harvard Business School.
Zainab Zeb Khan of Human Development Foundation, a non-profit organization that has been fighting extreme poverty through a unique holistic model of development focused on lasting change. The HDF Holistic Model™ includes programs in 5 key areas. Social Mobilization, Education & Literacy, Primary Health Care, Economic Development, and Sustainable Environment. HDF empowers communities and individuals with the tools and resources needed to achieve and sustain a better way of life: www.HDF.com
Over the past four decades, Alan Siegel the founder and president of Siegelvision, has become one of the best-known figures in the branding business. He has achieved the stature of both pillar of the establishment and provocative iconoclast, while building a leading brand consultancy, Siegel+ Gale, devoted to positioning global organizations for competitive success. As consultant, author and commentator, Alan’s influence extends to advising such diverse organizations as National Basketball Association, Girl Scouts, Carnegie Mellon University, NPR, the National Geographic Society, College Board, Lupus Foundation of America, Phoenix House, Univision, the Urban Institute, Cornell College of Engineering, New York University, MIT Sloan School of Management and St. Jude Children’s Research Hospital. A graduate of Cornell University’s School of Industrial and Labor Relations, Alan also attended New York University School of Law, the School of Visual Arts and Alexei Brodovich’s Design Laboratory. He has also co-authored the critically acclaimed book Simple: Conquering the Crisis of Complexity A graduate of Cornell University’s School of Industrial and Labor Relations, Alan also attended New York University School of Law, the School of Visual Arts and Alexei Brodovich’s Design Laboratory.
Alexandra Swenson is a published writer and “parentpreneur”. She started Picture It! Kids with her husband, a veteran middle-school teacher, to inspire children to read and write. Picture It! Kids turns classroom creations into hardcover books for school fundraisers, empowering students K-12 as published authors and illustrators.
Ali Wittich is a marketing lead for Sapient’s Nonprofit Practice – a dedicated group leveraging Sapient’s technology experience with some of the world’s biggest brands to provide game-changing solutions in the public sector. Ali is a designer of exceptional marketing strategies and solutions to drive sales, creatively capture target audiences, build brand equity, bridge partnerships, and communicate service offerings to internal and external stakeholders. Aside from her role on the Marketing team, Ali also spearheads corporate social responsibility at SGS, conceptualizing and creating Sapient’s first formal CSR program, Sapient Gives Back. Regarded as one of the strongest CSR programs in the DC-region, Ali ensures that all Sapient people have opportunities to make an impact in their community by giving their time and talent to numerous charitable organizations. She has been recognized with community honors including Heroines in Technology, and Sapient’s Rookie of the Year. Connect with Ali on LinkedIn or Twitter.
Allison Wyatt tackles human capital and HR consulting projects for Koya Leadership Partners, a national retained executive search firm based in Newburyport, Mass. and dedicated to the nonprofit sector. Allison served as an HR executive leading the HR function for a national nonprofit, and has over 10 years of nonprofit management and human capital experience in both the not-for-profit and for-profit sectors. She specializes in human capital strategy design and implementation in the areas of performance management, talent acquisition, and compensation
Amy Shanler has nearly 20 years of experience directing
communications and public relations for multiple organizations and
industries, including non-profit, retail, business, and healthcare.
She is currently a visiting assistant professor of public relations
and director of PRLab at Boston University, the nation’s oldest
student-run PR agency, servicing 25 non-profit and commercial clients. Amy can be reached at email@example.com
Andrew Blum is a PR consultant and media trainer and principal of AJB Communications. He has directed PR for professional services and financial services firms, teachers and educators, NGOs, agencies and other clients. As a PR executive, and formerly as a journalist, he has been involved on both sides of the media aisle in some of the most media intensive crises of the past 25 years. Contact him at firstname.lastname@example.org or follow him on Twitter: @ajbcomms
FundLatinos.com General Manager Andrew Vassallo identifies opportunities for innovative and disruptive new ventures at StartingFive. A partnership between several multi-time successful entrepreneurs, StartingFive conceived FundLatinos.com. Andrew is expert in transforming ideas into promising startups by providing all aspects of business building, including capital. His objective in co-founding Starting Five was to create a select number of innovative technology businesses that have the potential to impact industries and generate long term value. Immediately prior to launching Starting Five, Andrew was an associate at General Catalyst Partners, a venture capital firm that makes early-stage and transformational investments. His role was to focus on early and growth stage investing in the consumer space for the exceptional entrepreneurs the firm backed that were building innovative technology companies and market leading businesses. Andrew graduated magna cum laude from the Robins School of Business at the University of Richmond in Virginia.
Andy Gotlieb is a public relations writer for Garfield Group, a Newtown,Pa.-based marketing firm that specializes in branding, public relations and digital services for technology and innovation-minded companies. Gotlieb spent 17 years as a journalist, with stops at the Arkansas Democrat-Gazette, Tampa Tribune and Philadelphia Business Journal, before joining the public relations world nine years ago.
Anne Hogan has a graduate certificate in Nonprofit Management from the University of North Florida. She worked as the Community Manager for The Humane Society of the United States for more than two years, where she managed a Facebook community of 1.7 million fans and a Twitter following of more than 70,000. Anne currently works for GigaSavvy as a Social Media Specialist. She lives in Southern California with her rescued Pomeranian, Teddy, and can be frequently be found tweeting from the beach.
Annie Korp is the PR Specialist for Alex’s Lemonade Stand Foundation (ALSF), a national childhood cancer nonprofit. She works to spread awareness about childhood cancer research, ALSF programs and special events. Are you looking for a cause for your school to rally behind? ALSF is a great fit for schools and has countless fundraising ideas. Visit AlexsLemonade.org/schools for more information.
Annie Rhodes serves as the Director of Foundation Strategy at Blackbaud. In this role, Annie helps philanthropic organizations leverage technology to optimize how they manage their giving and improve collaboration with funding partners and grant recipients. Annie is also aiding customers to evolve from simple grantmaking programs to results-focused giving programs that establish and measure outcomes and drive toward impact. As part of this, Annie led the development of Blackbaud Outcomes™, a technology solution that helps funders and nonprofits track and measure the results of their giving programs. Annie also led the efforts to map Blackbaud Outcomes to the UN Sustainable Development Goals to provide funders with the opportunity to measure how their grants are contributing toward the broader efforts to achieve the SDGs.
Annie Singer is a socially-minded business founder and manager. Her new project, Proposition No, focuses on using style and communication as a means of empowerment, while also working closely with nonprofits.
Ben Coit is the Co-Founder and Director of Client Service for Sapient’s Nonprofit Practice – a dedicated group focusing on bringing the best commercial solutions in the market today to help nonprofits. In this role, Ben works with a cross-section of the public sector and not-for-profit world to connect these organizations with technology-driven marketing and strategy solutions that attract, engage and empower their target audiences. In addition to his role at Sapient, Ben serves at an Adjunct Professor at the American University Kogod School of Business where he teaches and lectures frequently on digital marketing. Connect with Ben on LinkedIn or Twitter.
Betty Isler is a Managing Director in the Tampa Bay office of CBIZ MHM, LLC. She has more than 20 years of experience in public accounting, specializing in providing tax return preparation and planning services for tax-exempt organizations.
Bill Sayre is the president of Merkle Response Management Group, a full-service direct response processing and fulfillment company that works with nonprofits including Operation Smile and the Heritage Foundation. Bill has over 20 years’ experience in remittance processing, and all of his operational facilities have received awards and recognition for world-class results and operational innovations.
Brad Wayland is the Chief Strategy Officer at BlueCotton, a site with high-quality, easy-to-design custom t-shirts.
Bret Sinak, MBA, AIF®, and Ron Portell, CAP®, are co-founders and managing directors of Endeavor Wealth Management, one of the few wealth management firms to specialize in investment consulting and money management for institutions, foundations and endowments. Sinak and Portell utilize over 30 years of combined experience to help philanthropic entities plan for their financial needs. Visit www.endeavorwealthmgt.com for more information.
Note- Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Investing involves risk including the potential loss of principal. No strategy can assure success or protects against loss. Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Brian is the founder of Aespire, (aespire.com), a digital agency that empowers mission-driven organizations to connect their cause with the community through branding, design, and marketing communications.Brian is the author of Amazon’s top-rated “Raise Your Voice: A Cause Manifesto,” a guide to help nonprofit leaders create meaningful branding and a culture of communication through design narrative and marketing communications. Read more from Brian at aespire.com/insights or connect with him on Twitter at @briansooy.
As Content and Social Media Manager for FrontStream, cwhich powers the online fundraising of more than 10,000 charities and nonprofits around the world, Caitlin Hotchkiss covers all the best and latest news and tips for fundraising success. With many years as an online influencer, she works to stay ahead of the trends by keeping one eye on upcoming online tools and the other on established favorites, spreading the good word of charities and nonprofits across the digital landscape. She can be reached at email@example.com
Carlye Dooley is a principal of Windham Brannon Windham Brannon, an Atlanta-based provider of tax, audit and consulting services to individuals and organizations. In April, Windham Brannon was named one of the top firms in the southeast by Accounting Today.
Charlie Vanek is vice president of product management at Blackbaud, leading the strategy for Blackbaud Corporate SolutionsTM and Blackbaud Foundation SolutionsTM. He has been at Blackbaud for five years and loves building software that helps advance the social good movement. Charlie is on the board of directors at Open Eye Figure Theater, a nonprofit in Minneapolis where he lives with his family. He has an M.B.A. from the University of Chicago.
Chris Cloud is a fundraiser and development consultant with experience in higher education and healthcare. He has been the interim leader at The Cooper Union, the New-York Historical Society and a number of schools within the CUNY system. Chris has also raised millions of dollars in major gifts and ran fund raising programs at the joint office of New York-Presbyterian Hospital and Weill Cornell Medical College. He is a founding member of Constellation Advancement, a New York consulting firm. Contact: firstname.lastname@example.org
At the helm of the Trilogy team is Chuck Pappalardo. An accomplished industry veteran, At the helm of the Trilogy team is Chuck Pappalardo. An accomplished industry veteran, Chuck brings more than 25 years of recruitment insight and experience to the executive search process. Specializing in C-level searches and building executive management teams for technology, clean technology, life sciences, non-profit and foundation clients, Chuck has worked with such organizations as Amgen Inc., CooperVision, EdSource, Education Sector, Humanity United/Omidyar Network, Ice-Energy Inc., inVentive Health, New Door Ventures, The William and Flora Hewlett Foundation, and Thermo Fisher Scientific Inc. Prior to founding Trilogy Search Non+Profit, he was a partner and managing director with Christian & Timbers, now CTPartners, in the Cleveland and San Francisco Bay Area offices.
A respected leader in the retained search industry, Chuck has been quoted in the Silicon Valley/San Jose Business Journal, San Francisco Chronicle, Fast Company, Wall Street Journal, Workplace Management, Forbes.com, E-Commerce Times, CIO, Philanthropy Journal, and The Chronicle of Philanthropy, among other publications. He has also been interviewed on NPR.
Chuck currently serves on the board of Book Trust, a nonprofit that provides underprivileged children with the opportunity to choose, own, and delight in books.
Cory C. Grant is the Founder of Grant, Hinkle & Jacobs. Cory's expertise in estate and business succession planning led to helping clients with charitable planning. As a result, he became personally involved with nonprofits both from a board member standpoint and from an advisory standpoint. Mr. Grant helped an organization increase its endowment from $2 mil to $15 mil in estate bequests during his tenure on the board.
Dan Cooperstock is the owner and lead developer for Cooperstock Software / Software4Nonprofits.com. He has an M.Sc. in Computer Science and over 35 years of programming and business experience. Dan is also a Quaker, and has been involved in their finances at both the local and national levels, as Treasurer and/or Clerk (chair) of their Finance Committees.
Daniel W. Draz, M.S., CFE is the Principal of Fraud Solutions.a global fraud consulting firm located outside Chicago.He is a recognized leader in the fraud profession, providing innovative enterprise anti-fraud risk management strategies, insightful observations, fraud training and thought leadership to clients. He works with companies to improve their enterprise fraud risk management efforts and reduce major fraud losses. Connect with us on LinkedIn: http://www.linkedin.com/in/fraudsolutions, Follow us on Twitter @_fraudsolutions, or via e-mail: email@example.com.
Danielle M. Cyr is vice president of integrated marketing for Co-Communications, a full-service marketing and public relations agency with offices in Connecticut and New York. Co-Communications has served as the CT Association of Nonprofits Endorsed Partner for Marketing and PR since 2012.
David brings to Oliver over 15 years of experience working in the field of educational access for high-achieving students. He previously served as Director of Education at NJ SEEDS, where he oversaw programs serving 750 students. He is the author of four books and dozens of articles and has taught at Princeton University and has served as a Visiting Scholar at Columbia University. David holds a B.A. from Brown University and a Ph.D. from Harvard University. His daughter Jordan is a graduate of Packer Collegiate. He has spoken at many national conferences, including the annual meeting of The College Board Forum, The Association of Boarding Schools (TABS), The National Partnership for Educational Access (NPEA), and the National Association of College Admissions Counselors (NACAC). He serves on the board of the National Association of Independent Schools (NAIS) and is currently a visiting scholar at The New School.
David Gorodetski is co-founder, COO and executive director at Sage Communications where he drives Sage's creative strategy and development. As a marketing, branding and interactive strategist with more than 24 years' experience, he has worked on a broad range of branding, marketing and interactive projects for many national and international clients. He has extensive experience developing traditional as well as offline and online strategy, including brand architecture, social networking, digital influence, content architecture and user experience design, and in directing and managing teams of professional creative developers.
David Hollander, CPA, is a principal in the Audit Department at MBAF. David has broad experience in various industries including aviation, distribution, manufacturing and nonprofit organizations. David has been in practice since 1994 specializing in audits of small and medium size businesses and non-profit organizations both domestically and abroad. David’s dedication to his clients has resulted in a stellar reputation for service and he is known for his personalized service and timely prevention of potential problems. He has extensive background with foundations and organizations that receive federal and state funding. David also deals with many of the firm’s employee benefit plan audits. David works closely with our Technology Consulting Department and continues to provide feedback in regard to our computer development and the internal control environment.
Dheeraj Pandey is a Senior Consultant at IQR Consulting, a provider of data analytics solutions to retail, non profit and financial services firms. He provides analytics, business intelligence and quantitative research for different industries, and his research on consumer behavior has been selected for presentation at several international conferences, including INFORMS (The Institute for Operations Research and the Management Sciences). Pandey’s main areas of interest include behavioral sciences, donor behavior, data modeling and social media marketing.
E.J. Dealy is CEO of The Company Corporation, which provides affordable incorporation services to entrepreneurs and small businesses nationwide. In addition to filing corporations and limited liability companies (LLCs), The Company Corporation offers a wide range of products and services, including license and permit assistance, corporate kits, business education books, certificates of good standing, and more. The Company Corporation does not provide legal, tax, or financial advice. Website URL: www.incorporate.com
Edwin Dearborn is first and foremost a marketing enthusiast. The Orange County Register referred to Edwin as a “Marketing Expert”. Edwin is also a veteran C-level executive, having been a CEO of a large non-profit organization in Orange County, CA for over 18 years. As a CEO, he was personally responsible for overseeing the planning and management of his 100 staff. During his tenure, Edwin proactively lead many events and volunteers which resulted in ten’s of millions of dollars in funds raised for charitable organizations and programs around the world. For more information visit edwindearborn.com
Elise Bates is the co-founder of End Allergies Together (E.A.T.). She has twelve years of for-profit marketing and strategy consulting experience at Mainspring (now IBM), Digitas, and Monitor Company (now Deloitte). She spent the majority of her time with clients in the Retail Industry (Hallmark, Kraft Foods) and the Pharmaceutical/Medical Devices Industries (Boston Scientific, Merck, Pharmacia). After having her two children, Elise spent eight years on several local non-profit Boards, including President of the Fairfield Women’s Exchange. Further, she led the strategic planning process for Near & Far Aid as well as the Westport Library. Elise earned a bachelor’s degree from Colgate University and an MBA from Harvard Business School.
Erin Dieterich is the Director of Corporate Citizenship at NetSuite, helping to oversee the NetSuite.org portfolio with a focus on designing and implementing global employee volunteerism initiatives – including the signature SuiteVolunteer pro bono and SuiteImpact Team community service programs and the Hackathon 4Good. Previously, she was the manager for Corporate Social Responsibility at Discovery Communications, where she spent eight years developing programs for the Discovery Impact brand, creating award-winning employee volunteerism programs and facilitating charitable giving, cause marketing, disaster relief and public-private partnerships. Erin was member of the inaugural Silverdocs: AFI/Discovery Channel Documentary Festival team and currently serves on the Leadership Faculty for the Corporate Institute at the Points of Light Foundation, and as a board member at Createathon, a national nonprofit promoting pro bono marathons for marketing professionals. She can be found online @edieterich.
Gabe Cooper is the Founder and CEO of Virtuous, a nonprofit CRM helping charities raise more money and do more good. Prior to Virtuous, Gabe became a founding member of Brushfire and Shotzoom Software (Golfshot). He went on to build a series of highly successful digital properties in both the nonprofit and for-profit sectors. He has a true passion for creating market-defining products and helping organizations re-imagine how to reach their constituents through technology.
Nonprofits hire Gail Bower as their revenue strategist. She uncovers reliable sources of revenue so that organizations become self-sufficient. They’re always able to generate money when they need it. Clients have doubled, tripled, and quadrupled their earned revenue in under a year. And that’s just the first year. To learn more about sponsorship and for more information, visit GailBower.com.
Gary Wohlfeill is the Director of Brand & Marketing at CrowdRise. He works with partners to develop highly engaging fundraising campaigns and leads the marketing team in developing the CrowdRise brand.
Helen Shinners is Executive Director of HOPE Outreach Center, Inc., based in Davie, FL. The organization is committed to Helping Other People Everyday. Its programs and services offer a hand up to people who are unable to make ends meet due to job losses, disabilities, health crises and other emergencies.
Isham Colosetti is co-founder and chief marketing strategist of Creative Mischief (www.creative-mischief.com), an Atlanta-based marketing agency with a multi-disciplinary team of award-winning marketing professionals who work to inspire memorable brand experiences. Over the past seven years, Colosetti’s creative and strategic leadership has made Creative Mischief a respected and trusted partner in a highly competitive landscape. In addition to his work at Creative Mischief, Isham is co-founder of the disruptive new comic book app, Farrago Comics, serves on the United Way of Greater Atlanta marketing committee and spends his spare time pursuing numerous creative and outdoor interests, including letterpress printing, boat building and fly fishing. He may be reached at (404) 477-6300 or by email at firstname.lastname@example.org.
James Gilmer is a compliance specialist and content writer for Harbor Compliance, www.harborcompliance.com, a national company specializing in 501(c)(3) formation and compliance. Harbor Compliance has nonprofits in every state and several countries abroad, and has a 100% track record in obtaining 501(c)(3) status for their clients. James spends his free time volunteering with two nonprofits in his area.
Jamie Hampton guides nonprofit communications as the CEO of Mixte Communications, an extension-of-staff communications agency with a mission to empower nice organizations to tell their stories. In her role, she runs the communications department for San Diego Coastkeeper, a nonprofit that relies on volunteers to help preserve and protect the county’s water.
Jason N. Smith has over 20 years of experience in nonprofit fundraising communications and product development. Particularly familiar with capital campaigns, he founded GivingTools to deliver affordable online giving to nonprofits. The service subsequently expanded to include capital campaign websites, print, and video services. He lives in Mechanicsburg PA with his beautiful wife Nelly and their innumerable children.
Jeff Sliger has over 25 years experience as a business owner, manager and innovator in online marketing. As a former law enforcement officer, Jeff brings an investigative mindset into every project. In 2008, Jeff created the first version of an online fundraising tool for nonprofits. Mr. Sliger has contributed to many publications and groups in the online marketing field. A great story teller, Jeff is a popular speaker, sharing his experience and observations. For more information please visit www.aseopro.com
With more than 15 years of marketing and PR experience, Jen Ribble is passionate about the art of storytelling and the science of creating high quality, data driven content. In her current role as Director of Public Relations for Return Path, the world’s leading expert in email deliverability, Jen is responsible for elevating the company’s reputation in the marketplace, crafting engaging thought leadership content, enhancing customer relationships, and driving inbound leads. In her spare time, Jen is an aspiring chef and food lover, a movie fan, and a travel junkie.
Jennifer Cavender, CPA, is an audit engagement senior manager at Haskell & White LLP, one of Southern California’s largest independently owned accounting, auditing and tax consulting firms. She works closely with clients in the nonprofit, life science, manufacturing, real estate and service industries and specializes in corporate financial statement and benefit plan audits. Through her more than 15 years of experience, she has developed in-depth industry knowledge that enables her to contribute to her clients’ overall growth and success. She can be reached at 949-450-6344 or email@example.com. For more information, visit www.hwcpa.com.
Jerome Tennille is Certified in Volunteer Administration, currently serving as the Manager of Volunteer Services at Tragedy Assistance Program for Survivors. With over four years in the nonprofit industry, he’s also on the Board of Directors for Peace Through Action USA, a national nonprofit social purpose organization missioned to achieve peace between people and their communities in the United Sates.
Jerrold Binney joined Children’s Aid and Family Services in February of 2015 after serving as a member of its Board of Trustees for 12 years. He served also as Chair of the agency’s Government Relations Committee. Mr. Binney manages all aspects of the agency’s operations. He has extensive experience in the human services field, and most recently served as Acting Administrator for the County of Bergen. Formerly, he was a partner in the Teaneck office of DeCotiis, Fitzpatrick & Cole, LLP, where he specialized in public/private partnerships and governmental affairs. His public service positions have included serving as a Legislative Aide in the New Jersey Assembly, Assistant Director of the Department of Human Services and as Chief of Staff for the County of Bergen. A passionate advocate for vulnerable children and families, Mr. Binney has been active in numerous nonprofits, including serving as a Trustee for Northern New Jersey Gilda’s Club and as pro bono counsel to the NJ211 Partnership. Mr. Binney received his B.A. with honors in Political Science from Pennsylvania State University and his J.D. from Duquesne University School of Law. He studied also at the Program for Senior Executives in State and Local Government at the John F. Kennedy School of Government at Harvard University.
John Killoran is CEO of @Pay, a exciting new fundraising technology that makes it easy for people to donate in two clicks from text, email, web and social media sites. John pioneered SMTP payments and has been a major innovator in the mobile payments space for the past 5 years. When he is not running a company, he is cooking food for his family and telling his dogs to stop barking.
Jonathan Sposato is the founder of the nonprofit WeCount, CEO of PicMonkey, chairman of GeekWire and is a serial entrepreneur and angel investor. He previously cofounded Picnik in 2005 and founded Phatbits in 2004, which were both acquired by Google. He formerly worked at Microsoft as part of the original Xbox team.
Jordan Behan is the Marketing Manager at Vonigo, a business management and customer experience platform that helps increase sales and streamline the operations of mobile service companies and organizations.
Joshua Meyer is director of marketing at BidPal, a cloud-based mobile bidding and payment solution for nonprofits.
Julia Meckling manages the mid-market subscription team at CrowdRise by
GoFundMe. Her favorite hobby is scuba diving with her family, which led her to volunteer at an environmental nonprofit to help preserve the
environment. This passion developed into consulting nonprofits to capture
key insights, opportunities, and recommendations to enhance their current
fundraising programs and mission. Julia loves training, coaching and
developing individuals to effectively consult and help nonprofits.
As the Executive Director of Wreaths Across America™ (WAA), Karen Worcester has over 35 years experience in the administrative stewardship of the various Worcester family enterprises and is well known as a passionate champion and spokesperson. As a co-founder of WAA, Karen tenaciously works on ways the organization can best Remember the fallen, Honor those who serve, and Teach the value of freedom.
Kevin Lombardi, President of Multiple Sclerosis Community Foundation and a Director with the Government Healthcare Solutions practice within Navigant Healthcare. He is a healthcare and government sector business development executive with more than 20 years of experience in sales, strategy and healthcare financing. Mr. Lombardi serves as member of the Board of Trustees for the National Multiple Sclerosis (MS) Society. He is a national fundraiser, spokesperson, and advocate. He is responsible for developing a model for a national Social Security Disability Insurance (SSDI) outreach program – this assists individuals gain their federal entitlement. He has developed a national corporate sponsorship model operating in 10 states, 137 stores which contributes a percentage of profit in annual giving.
LaQueta R. Hatton is the Founder and Executive Director of SOAR II Greatness, Inc. (S2G, Inc), a 501c3 nonprofit organization, Founder and Sustainability Strategist of Rise to Greatness, LLC and a Doctoral candidate at Regent University in Virginia Beach, VA. My desire is to equip and empower leaders of nonprofit organizations with the skills and mindsets for perpetual sustainability.
Leah Wilkinson is co-founder of WilkinsonShein (WS), a strategic, full-service communications firm with a passion for innovation, technology and sustainability. WS is the proud PR and marketing partner of nonprofits and the organizations and events that serve them, helping them communicate their message to the media and other influencers. When not writing, strategizing, pitching or running her business she can be found wrangling her husband and two kids on any manner of adventures, large and small. #wilkinsonshein.
Leah S. Yaw is the Senior Vice President of External Affairs at Devereux.
She has been with Devereux since March 2009. As head of External Affairs, Ms. Yaw directs the fundraising, communications and public policy activities of the organization.
Lisa is the President and CEO of Nonprofit HR. Under her direction, Nonprofit HR has served some of the most prominent organizations in the country, including Amnesty International, Independent Sector and NeighborWorks America. With more than two decades of human resource management experience working with nonprofits and for-profit organizations, Lisa and her firm have proven that better HR can play an integral role in nonprofit success. Nonprofits have benefited from her wealth of knowledge and experience to make their people-driven initiatives successful. She believes if an organization can strengthen its internal HR capacity, it can better serve the community and those in need. Lisa brings these beliefs to every engagement, and inspires nonprofit leaders to strengthen their most important asset: their people. Lisa is a graduate of Howard University in Washington D.C., a member of the Society for Human Resources Management and serves on the board of directors of the DC Rape Crisis Center and the Prince Georges Cultural Arts Foundation. Lisa is an excellent speaker that has spoken all over the world on the subject of human resources.
Liz Deering is a social entrepreneur whose career love for start-ups took root early when she joined Boston-based Picasa while earning a master’s degree in graphic design. She then spent more than 15 years in marketing, interactive technologies and account management positions at both category-disrupting startups and traditional nonprofit organizations --- experiences that fueled her passion to launch Austin-based 121Giving, an online crowdfunding platform that links nonprofit, donors and socially conscious companies.
Maria Black leads ADP TotalSource®, the largest Professional Employer Organization in the United States, with more than 400,000 worksite employees. It provides human-resource outsourcing, payroll, benefits administration, workers’ compensation and overall human capital management solutions to small and midsized U.S. businesses. She is responsible for leading all aspects of the business, including marketing, strategy, service, operations, product, finance and HR.
Marilyn Pendergast is a partner with UHY LLP and has been at the forefront of the accounting industry for decades, most prominently demonstrated through her position as the first woman president of the New York State Society of CPAs. In addition to many other accomplishments during her tenure, Pendergast has been recognized by the International Federation of Accountants’ Sempier Award for outstanding contributions to the international accountancy profession; and most recently the recipient of the 2017 Key4Women Achieve Award, that honors a local woman business leader who has achieved a high level of success in her career while making many contributions to the community.
Mary Wong is the president of the Office Depot Foundation, the 501(c)(3) independent charitable giving arm of Office Depot, Inc. To learn more about the Foundation and its new Difference Maker! Movement, visit www.officedepotfoundation.org.
Michael Sanders is the lead partner of the business tax group in Blank Rome LLP’s Washington D.C. office. He focuses his practice on tax matters affecting exempt organizations, partnerships, limited liability companies, real estate, and New Markets Tax Credit transactions. Mr. Sanders is also an adjunct professor of tax at Georgetown Law Center and GW Law. He is the author of a treatise on Joint Ventures Involving Tax Exempt Organizations, Fourth Ed. (John Wiley).
Michael Layne is president of Marx Layne & Company. Founded in 1987, metro Detroit-based Marx Layne is one of the Midwest’s leading independently owned public relations and digital media agencies. The agency has been providing a full-range of public relations and marketing services to nonprofits for nearly 30 years.
Michael Shmarak is Principal at Sidney Maxwell Public Relations, a Northbrook, IL-based public relations agency. Throughout his career, he has counseled both for- and non-profit organizations on how to manage, enhance and protect reputations. He currently advises the Infant Welfare Society of Chicago, and has served on Boards of Directors for the Chicago chapter of Community Health Charities and the Museum of Broadcast Communications. He is also Adjunct Lecturer at Northwestern University’s School of Professional Studies. Contact him via email or Twitter.
Nancy Page is Executive Vice President at Buchanan Public Relations (www.buchananpr.com). She has worked in large corporate and small consulting environments, and ran her own grant writing consulting business. She has consulted with senior staff at various nonprofits and corporations on projects including foundation and corporate funding, writing grant proposals, corporate sponsorship requests, marketing and communications initiatives, and strategic planning.
Whether with his client partners – which include top names from across the federal government, the nonprofit world and the Fortune 500 – or within his own organization, Nathan Brewer’s career has been dedicated to solving organizations’ toughest challenges with innovative solutions that disrupt the lines between strategy and technology. A few years after graduating from Vanderbilt University, Nathan returned to the nation’s capital (where he spent much of his childhood) with Sapient – a leader in the technology world and today, the #1 digital agency in the U.S. Coming up as a consultant and leader with the company, Nathan worked early on to leverage Sapient’s experience with some of the world’s biggest brands to provide game-changing solutions in the public sector. Nathan has worked from the beginning of his career to shift paradigms in the consulting environment. As one of the first employees in Sapient’s Government Services business unit, he was challenged to help profitably operate a government consultancy within the context of a global commercial firm. As a leader in the business, he helped grow Sapient’s government practice to nearly 500 employees, and its revenue by over $50 million. During this time, he earned an MS in Engineering and Technology Management from Oklahoma State University and an MBA from Emory University, and became a Vice President in 2011. Later, looking for innovative ways to expand the firm’s portfolio, Nathan began to explore the ways creative social change takes place in the world, and how consulting companies can play a constructive role in that change; he went on to start Sapient’s dedicated nonprofit practice, and today, leads Sapient’s Nonprofit Practice -- whose clients include well-known pillars of Washington’s nonprofit and association world as well as global nongovernmental organizations. He’s an active writer and speaker within the industry.
Neal Goldman served as the Chief Executive Officer at Relationship Science LLC. Neal Goldman founded Inform Technologies, Inc. in 2004 and serves as its Chairman. Neal Goldman served as a Managing Principal and Chief Executive Officer at S&P Global Market Intelligence (formerly, S&P Capital IQ, Inc.). He was the Managing Partner of CapitalKey Advisors, Inc. He was an Investment Banker in the M&A Group at Lehman Brothers Inc. He served as a Principal of Lincolnshire Management, Inc. He serves as the Chairman of the Board of Directors of Relationship Science LLC. He serves as a Member of Advisory Board of Global Precision Research, LLC. He served as a Director of S&P Capital IQ. He is also an Adjunct Faculty Member at Columbia Business School. Neal Goldman received a BA from the University of Pennsylvania and an MBA from Columbia Business School.
Nora Snoddy is Director of Marketing at Emma, a leading email marketing company. With an extensive background in public relations and marketing, she spearheads Emma’s campaign planning, brand management, and lead generation efforts. Nora holds a bachelor degree from Penn State University and an MBA from Belmont University. She’s also an active member of the Junior League of Nashville and an accomplished Irish dancer – a skill she’ll occasionally showcase at the annual Emma Talent Show.
Patrick Coleman serves as president and chief executive officer of Coleman Group Consulting, which focuses on increasing the financial health and performance of client organizations through strategic sourcing. As an extension of this work with clients in the nonprofit sector, Patrick and his team developed GiveCentral, a web-based donation platform designed to improve fundraising efforts by making it easier for donors to give, for nonprofits to connect with donors and for administrators to efficiently manage it all. Patrick is a strong advocate for the disadvantaged in the community. He has served as board president for the United Way of Elk Grove Village and as a member of both Talkline/Kidsline and Public Action to Deliver Shelter (PADS) Boards. His diverse educational pursuits include a Master of Management Degree from Northwestern University; a Master of Divinity and Baccalaureate in sacred theology from University of St. Mary of the Lake, and a B.S. in foreign service from Georgetown University.
After graduating from the U.S. Coast Guard Academy with a degree in Engineering, Pete Bornstein served as an officer on several assignments in the Pacific and in California. During his six years in the Coast Guard, he was Commanding Officer of two Coast Guard units.
His information technology career includes systems design and development positions at IBM, EDS and Chevron. He possesses superior technical skills, particularly with regard to relational database systems design and development. Pete served in project management roles designing, developing and managing major financial systems projects at Chevron and Household Financial Services.
For the past nine years, Pete has provided business consulting services to many non-profits, service organizations and manufacturers in the San Francisco Bay Area. His emphasis is on providing accounting systems for these organizations and integrating their business applications seamlessly with company web sites and other installed applications and shopping carts. Because he has been certified by Intuit as a QuickBooks Advanced ProAdvisor since 2004, he can bring to his clients superior knowledge of the practices and procedures that best serve a client's business model. Pete is a creative and thoughtful solutions provider.
Pete is the Leader and Coordinator of the San Francisco Bay Area chapter of the National Advisors Network (NAN). This group of professional consultants who network to promote exemplary service to their clients meets monthly at various venues throughout the San Francisco Bay Area. Members of NAN collaborate with each other to help build their respective practices.
Pete is a contributing member of Intuit's Design Delight team of advisors. This select team of business consultants evaluates new features and functions of QuickBooks, and recommends enhancements and new features to improve the functionality of QuickBooks and to make the family of accounting products more productive and efficient for its users. He also has consulted with Intuit on building a channel marketing network of ProAdvisors to market Intuit’s loan manager products.
Pete Bornstein's business philosophy is to form a long-term partnership with his clients based upon common goals and objectives and a strong desire to achieve perfection. He works diligently to insure that both he and his clients have a very clear understanding of what it will take to achieve success in today's extremely complex technological and financial business world.
Rob a CPA has 6 years of experience providing audit, accounting and tax services to clients in a range of industries including Personal and Professional Services, Sports Entertainment, Insurance, Individuals, and Not-for- Profits. He specializes in performing STAT and GAAP audits for P&C Insurers & Reinsurers, Health Insurers, and Captives. Prior to joining Mazars USA, Rob was a Tax Analyst at a large American mining company, a Tax Professional for a national tax preparation service, eastern division CFO of a sports fundraising organization, and bookkeeper for a residential services company. Rob received his Bachelor of Business Administration in Accounting, magna cum laude, and Master of Accountancy with a Concentration in Audit from East Tennessee State University.
Roger Sametz, president and CEO of Sametz Blackstone Associates (sametz.com), located in Boston is an expert on branding. Roger has worked with a range of clients from nonprofit and the cultural world to financial services, higher education and healthcare. No matter the industry, he has helped clients to better connect with their constituencies, start and nurture relationships and advance organizational goals.
Rositta E. Kenigsberg is the daughter of a Holocaust Survivor. She is currently the President of the Holocaust Documentation and Education Center Inc., in South Florida, which is currently focused on building the first South Florida Holocaust Museum, so that the unique legacy and universal lessons of the Holocaust will be preserved, protected and perpetuated for this and future generations.
Roy is the Vice President of Marketing at DonorPro, an innovative software company that helps nonprofits grow their fundraising revenue by an average of 37 percent each year. Roy has extensive experience consulting in higher education and leading fundraising efforts for military veteran causes. He is also a regular speaker at nonprofit technology conferences and a public voice for Veterans in the Pittsburgh area.
Ms. S.A. “Sam” Jernigan of Renaissance Consultations is a marketing & publishing consultant who leverages the power of publicity on behalf of entrepreneurs, authors, companies, and nonprofits, having acquired major metro coverage as well as national publicity for a wide range of projects, most often on behalf of “unknowns.” She’s based in Northern California and represents clients nationwide. Learn more: www.MarketingAndPR.com
Sean Taylor is a partner with Atlanta CPA firm Smith & Howard. The firm is the premier nonprofit accounting firm in the region and beyond, with its clients benefiting from deep nonprofit accounting knowledge and expertise in audits, tax Form 990, board governance and strategic planning. Smith & Howard’s significant nonprofit client family is an extension of the firm’s interest in, and commitment to, the community
Shaifali Gupta is the founder of Media Meridian, an Internet Marketing firm. Starting with an MBA & MS from Europe, she is now living her dream of writing. As a professional content writer, she writes about Technology/Ecommerce/Social Media. She has worked with nonprofits in Silicon Valley and understands their needs for technology and social media.
Shana Masterson has been a fundraiser since 2001. In 2014, she joined Blackbaud as a senior consultant. Her unique skill set as both a peer to peer fundraiser and a technologist allows her to focus on maximizing peer to peer campaign revenue through success planning, road mapping, communication calendaring, configuration recommendations and more. Prior to joining Blackbaud, Shana led the American Diabetes Association’s online fundraising and communication strategy for the national special events team. She also worked for the National Brain Tumor Society, the American Cancer Society and the Muscular Dystrophy Association. Connect with Shana on Twitter or Linkedin.
Sondra Lintelmann-Dellaripa is president of Harvest Development Group, LLC., a national consultancy firm for nonprofits. A frequent speaker at national and international conferences, she is an invited guest lecturer at university and a published journalist. She posts to her blog at www.thefbooksite.com Sondra is Vice Chair for the Disaster Accountability Project in D.C. and an elected member of the National Business Honor Society, Delta Mu Delta.
As Salsa’s Marketing Director, Tammy Sproule is responsible for getting the word out (often in 140 characters or less!) about the company. She has held a variety of communications and public relations positions in the public and private sectors, and began her career as a graphic designer.
Todd Turner is the President of LogoMagnet, a custom design magnet company that produces and distributes magnets for schools, non-profits, sports teams and more.
Tom Dougherty is an internationally known brand strategist whose company, Stealing Share, is singularly focused on stealing share for clients. He had led branding efforts for many companies, ranging from IKEA to Lexus, and has helped nonprofits such as Welfare to Work and the World Affairs Council become strategic minded. He can be reached at 336.207.6455 or at the Stealing Share website www.stealingshare.com.
Tom Goosmann co-founded True North Inc. in 1994 with business partner Steve Fuchs. The duo brought years of direct marketing experience into the dawn of the digital age and have built a bi-coastal shop that offers clients full online and offline service. True North is an independent advertising agency that strategically melds creative, media, and analytics to produce measurable results for some of the world's most recognized brands. The full service multi-platform (online, email, social, mobile, traditional) agency leverages personal consumer connections to brands to inspire authentic communication that develops into mutually beneficial commitments. True North is headquartered in New York with offices in San Francisco; the privately held company has more than 60 employees. In his role as Chief Creative Officer, Mr. Goosmann has been recognized time and time again for forward thinking in interactive advertising, technological leadership, and media excellence, delivering profitable results for top brands. He gives creative guidance to his teams as the agency for many facets of the Walt Disney Company, among them Disney Visa Card and Disney Parks, the new adjustable eyewear maker Adlens, and a roster of nonprofit clients. Before starting True North, Mr. Goosmann was the Creative Director for Direct Marketing Group from 1990 to 1994 where he learned the direct discipline "from hardened old school folks." Met many talented and abused people he thinks about to this day. Also learned how not to run, or sell, a company. RIP DMG. Mr. Goosmann is a member of the Internet Advertising Bureau, The Direct Marketing Association, and The Direct Marketing Club of New York. He and his wife Melissa live in Connecticut with their twin 13-year-olds.
Vicki Greenleaf is co-owner of Los Angeles-based Social Change PR & Marketing, which specializes in comprehensive strategies for the philanthropic community, CSR campaigns and socially relevant messaging. They have worked with the AIDS Research Alliance, Entertainment AIDS Alliance, Feeding America, The Laurel Foundation, L.A. Regional Food Bank, Make-A-Wish Foundation of America, National Coalition for Maternal Mental Health, National Arbor Day Foundation, National Eating Disorders Association, Santa Monica Baykeeper, St. Jude Children’s Research Hospital, United Nations’ Global Alliance for Improved Nutrition and YMCA. www.socialchangepr.com