October 1-3, 2017 | Wichita Marriott Hotel
Cultivating Abundance
Cultivating Abundance

Speakers

Thomas Adrian

tom@aplawpa.com

Tom Adrian is a founder of Adrian & Pankratz, P.A. a general practice law firm located in Newton, Kansas. He has practiced law for over 40 years and is known for his quality service advising clients on their estate planning needs as well as advising both non-profit and for-profit businesses. Tom has dedicated himself to bettering the surrounding community through leadership on a variety of civic and church organizations. Tom and his wife Ann are the proud parents of Lisa Adrian McPherson, an attorney and partner with Martin Pringle law firm in Wichita, Kansas and Lori Adrian Magruder, PhD. who is research faculty at the University of Texas. They have five grandchildren. Tom actively pursues wilderness backpacking, alpine skiing and cycling.

 

Mike Batchelor

mbatchelor@eriecommunityfoundation.org

Mike was selected as the first Executive Director of The Erie Community Foundation in 1990. He was named president in 1996. Over time, assets grew from $20 to $225 million. During his tenure, named endowments have increased 53 to nearly 800. His vision and leadership has transformed The Erie Community Foundation from a quiet and reactive grantmaker to a recognized regional leader that is increasing access to health care, workforce training and pathways out of poverty. He helped create Wayne School Based Health Care Center, Erie Free Taxes, Erie Women’s Fund and is a founder of a the Nonprofit Partnership, a significant capacity building project. Mike also established Erie Vital Signs, a key indicator project and Erie Gives, a very successful on-line giving day. Most recently, he helped create the Susan Hirt Hagen Fund, and Center, for Transformational Philanthropy. Mike has on-site consulting experience with over 50 community foundations and has been active in state and national field governance. He received BS in Journalism and an MA in Public Policy Analysis. He and his wife Tammy have two children; Jake (age 27) and Chris who passed away at age 15.

 

Nancy Beers

Nancy.beers@disasterphilanthropy.org

Nancy Beers oversees The CDP Early Recovery Fund, which focuses on supporting vulnerable populations in 10 states in the Midwest, following a disaster. Before joining CDP, Nancy was Senior Director of Disaster Services for Lutheran Social Services of Minnesota where she led disaster long-term recovery work and Camp Noah, a nationally acclaimed trauma recovery program for children. A long-time advocate for children and families, Nancy also served as a court advocate for children for the State of Minnesota. An expert on issues related to children and the trauma caused by disasters, she is frequently called to speak and write on the issue, and provide training to disaster professionals.

Nancy was a member of the Disaster Case Management subcommittee for the National Voluntary Organizations Active in Disaster (VOAD) and served as Vice President of Minnesota VOAD. She holds a bachelor’s degree in chemistry and biology from Gustavus Adolphus College in St. Peter, Minn.

 

David Bennett

dbennett@cfgfw.org 

David Bennett has been the Executive Director of the Community Foundation of Greater Fort Wayne since 1995. He earned his bachelors degree in Economics from Williams College in 1979, and a Masters in Public Affairs from Princeton University in 1982. He and his wife live in Grabill, Indiana.

 

Karlie Bowman

kbowman@ahealthycommunity.org 

Karlie Elliott Bowman is the Director of Communications for the Galesburg Community Foundation (GCF). She’s been with GCF since 2016, working to communicate the good works of the Foundation to rural Knox and Warren Counties in western Illinois. As Director of Communications she is responsible for informing donors, prospects, nonprofits and communities served that philanthropy has the power to create healthier communities. The Galesburg Community Foundation is a $26 million organization that has invested more than $2 million to nonprofits and programs in Knox and Warren Counties since its inception in 2004.

 

Dawn Brown

dawn@givetogrant.org

Dawn joined the Grant County Community Foundation in 2005 as Development Officer and became Executive Director in 2012. Dawn is a teacher by trade. Initially she enjoyed teaching children to read in the Plano Independent School District in Plano, Texas. Then she began her professional development career as the National Implementation Manager for Vivendi-Universal where she instructed other teachers all across the country.   Dawn married her high school sweetheart, Jerry, and together they are raising two boys. Dawn’s grandmother once told her to find out what she loved to do and then figure out a way to get paid for it. She’s done that in Marion where she loves spending time with her boys, reading non-fiction, writing a blog about giving (http://givetogrant.org/a-message-from-dawn) and educating her community about philanthropy.

 

Patty Clark

pclark@kansasleadershipcenter.org

Clark has served both the Grave and Sebelius Administrations through her leadership at the Kansas Department of Commerce as Program Director and then Deputy Secretary. She also served as the Director of Public Policy/Government Relations for the Kansas Farm Bureau. Before returning to the Kansas Leadership Center in August, 2016 she served as State Director for USDA – Rural Development. Her entire professional career has been centered in advocacy for rural Kansas.

 

Bryan Del Rosario

rosab@cof.org

Bryan J. Del Rosario is Staff Counsel at the Council on Foundations. He responds to nonprofit tax law and organizational inquiries from members. Bryan is also legal reviewer for the Community Foundations National Standards Board, a voluntary, self-regulating accreditation program for community foundations. Bryan is a Fellow in Charitable Estate Planning (FCEP) from the Charitable Estate Planning Institute, and is licensed to practice law in the Commonwealth of Pennsylvania and as Corporate Counsel in the State of Virginia.

 

Rosemary Dorsa

rdorsa@inphilanthropy.org

Rosemary has spent her career in the philanthropic sector. In her current role, she provides leadership to the GIFT program which provides board and staff training, consulting, and networking opportunities for over 90 community foundations in Indiana. Prior to joining GIFT, Rosemary was with Central Indiana Community Foundation from 1993 to 2010, serving in various roles including Chief Operating Officer and Vice President for Partnerships and Community Initiatives. She also worked for the United Way of Central Indiana and Community Centers of Indianapolis. Rosemary has served on numerous not-for-profit boards including Indiana Humanities, Indianapolis Parks Foundation, TechPoint Foundation and the Lacy Leadership Association.

 

Julia Fabris McBride

jfmcbride@kansasleadershipcenter.org

Julia Fabris McBride is Vice President at the Kansas Leadership Center and an International Coach Federation certified leadership coach. She contributes to KLC’s mission (to foster civic leadership for healthy, stronger, more prosperous Kansas communities) by developing their world-class team of teachers, coaches and facilitators, and creating strategies for sharing KLC teaching methods more broadly to influence the global field of leadership development. Before joining KLC in 2010, Julia taught leadership and management classes at the University of Chicago, Columbia College Chicago, University of Massachusetts and the James P. Shannon Leadership Institute. A graduate of Case Western Reserve University and the Royal Academy of Dramatic Art, Julia lives in the Kansas Flint Hills, where she and her husband, sculptor Bill McBride, host artists-in-residence and are working with neighbors and donors to develop the Matfield Station PrairyArt Path. Julia serves on the board for the Chase County school district. She is a Lifetime Member of the Girl Scouts of the Kansas Heartland and a founder of Wichita’s annual Know Your Worth Women’s Leadership Conference.

 

Brian Fogle

bfogle@cfozarks.org

Brian Fogle is President at Community Foundation of the Ozarks. Prior to joining CFO, he spent 30 years in banking in Springfield. Brian’s hometown is Aurora, MO, where he is a graduate of Aurora High School. He has his B.B.A. and M.B.A. in banking and finance from the University of Mississippi.  Brian has been active in numerous civic and non-profit groups. He currently chairs the Good Community Committee and is on the board of the Healthy Living Alliance, Every Child Promise, Mercy Health Systems-Springfield, and the Downtown Council of Champions. He was appointed by Governor Nixon to the Coordinating Board for Higher Education in 2012, and served as chair this past year. He was awarded the O Franklin Kenworthy Leadership Award in 1990, the National Community Leadership Award in 1993, and the Springfieldian Award in 2010, and received and honorary doctorate of humane letters from Drury University in December, 2011. His motto in life is “Often wrong, seldom in doubt.”

 

Jason Franklin

jason_franklin@gvsu.edu

Dr. Franklin was appointed in June 2015 as the W.K. Kellogg Community Philanthropy Chair at the Johnson Center for Philanthropy to which he brings a background in grantmaking and donor education, nonprofit strategy and leadership, social entrepreneurship, & community organizing and advocacy. As holder of the first endowed chair focused on community philanthropy, he engages in research, teaching, service, and thought leadership to explore and advance the field, nationally and internationally. Previously, Dr. Franklin served as Executive Director of Bolder Giving, which inspired people to give big & take more risks with their philanthropy and was credited by Melinda Gates as an inspiration for the billionaire Giving Pledge, and as an award-winning adjunct professor at New York University. He serves on the boards of the Proteus Fund, Solidaire Donor Network, and WiserGiving; advisory boards of the Chartered Advisors in Philanthropy Program, Amplifier, the Our LGBT Fund at the Grand Rapids Community Foundation, and MovementVote; and is a member of the Funding Queerly giving circle, Threshold Foundation, and High Impact Documentary Funding Circle.

 

Suzanne S. Friday

Suzanne.Friday@cof.org

Suzanne S. Friday joined the Council on Foundations in 2013 and serves as Senior Legal Counsel and Vice President of Legal Affairs. Previously, Suzanne was a partner with the Harrisburg, Pennsylvania firm, Nauman Smith Shissler & Hall, LLP where she chaired the firm’s Tax, Trusts and Estates practice group. Suzanne has extensive experience representing nonprofit organizations including community foundations, charitable trusts, private foundations and corporate foundations. She also served as in-house counsel for The Nature Conservancy from 2000-2005. In May of 2015, the American Bar Association (ABA) selected Suzanne Friday for its prestigious "Outstanding Nonprofit Lawyer Award" in recognition of "distinguished service by a nonprofit – in-house counsel." Originally from San Antonio, Texas, Suzanne earned her bachelor’s degree from the University of Texas at Austin, and has a J.D. from Widener University School of Law, Delaware Campus, and an L.L.M. in taxation from Georgetown Law Center. She has taught Charitable Organizations as an adjunct professor at the Widener University School of Law from 2011-2013. Suzanne is a member of the Pennsylvania Bar and the Virginia Bar as limited corporate counsel.

 

Sandra Fruit

sandifruit@gmail.com

Sandra has more than 25 years experience in non-profit   management, planned giving, marketing and public relations, particularly in higher education, healthcare, and community foundations. She recently retired as the executive director of the Central Kansas Community Foundation where she led the foundation through a successful merger and built CKCF into a respected host foundation to nineteen central Kansas affiliates. A longtime advocate for community foundations and rural economic development, Sandra has been involved in the start-up of numerous Kansas community foundations, serving both as executive director and founding board member. In 1993 she led a group of south central Kansas citizens as they created the South Central Community Foundation in Pratt, the first rural, multi-county community foundation in Kansas. Her career included serving as Vice President of Resource Development for Prairie View, Inc., and Association Director of Planned Giving at Kansas State University Foundation. Trained in charitable estate planning, Sandra has a record of successfully closing multi-million dollar gifts in local, regional and national campaigns.

 

Bonnie Gettys

bonnie@barrycf.org

Bonnie Hildreth Gettys is the founding President of the Barry Community Foundation   An initial investment of $350,000 has grown nearly 85 times to over $29,000,000 under her leadership!   Bonnie served as the first paid “staffer” for the BCF Youth Advisory Council, a component fund that was created through a challenge by the Kellogg Foundation and the Council of Michigan Foundations. Bonnie holds a certificate as a Certified Fund Raising Manager from Indiana University/Purdue University’s Center on Philanthropy, and is a certified HomeTown Competiveness trainer. Bonnie’s community leadership roles have included service through the Barry Community Resource Network, Hastings City Planning Commission, Pennock Hospital Board member, Michigan Rural Council Chair, Tri-chair of the Rural Philanthropy Affinity group of the Council of Michigan Foundation and member of the Hastings Area Kiwanis.

 

Joshua Gibb

jgibb@ahealthycommunity.org

Joshua Gibb is the President & CEO of the Galesburg Community Foundation (GCF). During his time at GCF he has grown the organization by $12 million. Establishing and building endowment is an important strategy to not only maintain communities and nonprofits but to ultimately allow them to flourish for years to come. Over the past two years GCF, has inspired and incentivized nearly one million dollars’ worth of wealth. Josh led the efforts to create two nonprofit trainings—called, “Ready, Set, Govern” and the other, the “Certificate in Nonprofit Governance” to assist established boards. He collaborated with Knox College to establish KnoxCorps—a civic-engagement partnership that places students with local nonprofits. Josh is a member of the Council on Foundations’ (COF) Public Policy Committee. He is a founding board member of the Rural School Collaborative, an organization that believes small schools and small towns become better together. At the state level, Josh is a board member for Forefront. He is also a board member for the Alliance of Illinois Community Foundations. Also at the state level, Josh is a member of the Leaders Change Illinois Board. In August he was named a 2017 Edgar Fellow. Locally, he is a member of the OSF Saint Francis Medical Center Community Advisory board and Down Town Council board. Within Galesburg, Josh was recently named one of the 20 Under 40 Young Leaders. Josh and his wife Stacy live in rural Galesburg with their four children.

 

Mary Gibble

mgibble@givehcgrowhc.org

Mary’s experience in the community foundation sector began in 2003 when asked to serve as a Hancock County Community Foundation (HCCF) Board Member. In 2005, she was hired as HCCF’s Program Officer and managed the administration of both grants and scholarships. These early experiences provided her the understanding of the sector’s important work and the inspiration to connect others to the unique tools that community foundations provide in support of nonprofits and community enrichment. In 2006, Mary was named President. Her role at HCCF includes executive oversight for the stewardship, management, and operational functions of the organization with a heavy emphasis in donor development and community leadership. During her tenure, HCCF has added 175 new funds and $19,500,000 in contributions. Over 4,000 new donors have contributed to a variety of charitable causes and endowed assets have grown in value from $11 million to $32.8 million. In 2016, HCCF granted over $1.1 million.

 

Jim Gustafson

jgustafson@nebcommfoun.org

Jim Gustafson helps people experience the joy of giving while making a difference to the people, places and charitable organizations that are important to them. He oversees the Nebraska Community Foundation’s advancement and gift planning programs which benefit over 220 affiliated funds serving more than 250 Nebraska communities. Jim has guided the growth of the foundation’s expectancies to over $52 million today. Jim consults, trains and speaks on topics including charitable gift planning, community development and fundraising. He regularly leads workshops for professional advisors, community volunteers and development professionals and has spoken at the National Philanthropic Planning Conference, Nebraska’s Give and Gain Conference and many Nebraska Bar Association events. He is the past-president of the Nebraska Partnership for Philanthropic Planning and recipient of the J. Robert Sandberg Award in recognition of service to the Gift Planning Profession. Jim and his wife, Terri, enjoy being grandparents. Jim grew up in Ralston, Nebraska and his wife is a native of Burwell, Nebraska.

 

Neel Hajra

nhajra@aaacf.org 

Neel Hajra is the President & CEO of the Ann Arbor Area Community Foundation (AAACF), and previously served as its Chief Operating Officer and Vice President for Community Investment. Prior to joining AAACF, Neel spent nine years at Nonprofit Enterprise at Work (NEW), which provides governance, technology and facility support to more than 400 nonprofits per year in southeast Michigan. Before NEW, Neel served as a corporate attorney at Ford Motor Company. He is also a lecturer at the University of Michigan’s Gerald R. Ford School for Public Policy, and has been named to its teaching honor roll seven times. Neel has received the Aspen Institute Fellowship for Emerging Nonprofit Leaders and the American Express NGen Fellowship, both of which recognize 12 individuals nationally for emerging and visionary leadership. Neel holds a BS with honors in Physics from the University of Michigan and a JD from the University of Michigan Law School.

 

Mary Hetherington

mhetherington@wichitacf.org

Mary Hetherington is the Communications Coordinator at the Wichita Community Foundation. She is responsible for developing and managing WCF communications, including social media, website development, marketing collateral, stakeholder presentations, photography, news media, and annual and quarterly publications. Most recently, Mary spearheaded a six-month social media strategy and engagement practice deep-dive for WCF, a project made possible through a partnership with Knight Foundation. Mary graduated from Friends University with a degree in graphic design. She is also a graduate of Young Professionals of Wichita Leadership Academy, a course developed to grow leadership capabilities in a select group of Wichitans.

 

Betty Johnson

bettyjohnsonassociates@yahoo.com

Betty Johnson, CFRE, president of Betty Johnson & Associates, has worked with various types and sizes of nonprofits throughout her career doing fund raising, capital campaigns, marketing and communications, staff and volunteer management. Collaboration and teamwork have always been key to the success her teams have enjoyed. Her work as a consultant has included various types of nonprofits including social service agencies, community development, agricultural organizations, hospitals, churches, community foundations, schools, and art organizations that have local, regional, state, and national constituencies. She has traveled the country working with donors, corporations, and foundations to create partnerships and funding to enhance nonprofit organizations. Her style and personality allows her to relate to people of various backgrounds and experience. She is a graduate of Fort Hays State University, Hays, KS, with a degree in Speech with minors in theatre and journalism, a TOPS Facilitator, and certified in Strategic Doing.

 

Terri Johnson

tjohnson@inphilanthropy.org

Terri began her position with Indiana Philanthropy Alliance in 2013. Terri works with other GIFT staff to provide training and on-site consultation for the boards and staff of the 94 community foundations in Indiana. She provides technical assistance in all aspects of the community foundation field. Prior to this position, she spent ten years as the Executive Director of the Northern Indiana Community Foundation (NICF) in Rochester, Indiana. In this role, she oversaw the operations and financial management of the NICF, which serves Fulton, Miami, and Starke counties in north central Indiana. Under her leadership the assets of the NICF doubled to more than $23 million.

 

Jason Kennedy

jkennedy@nebcommfound.org 

Jason Kennedy is responsible for accounting, financial reporting, investment, regulatory and compliance, human resources and administrative matters at Nebraska Community Foundation. He works closely with the development team, fund advisory committees, and investment managers to provide top-notch service to NCF affiliated funds and donors. Jason spent most of his professional career with the University of Nebraska Foundation working his way from junior accountant to the position of senior vice president, chief financial officer and treasurer. He managed financial assets for the foundation and implemented strategic plans with the board of directors. Jason also served as treasurer for the Nebraska Alumni Association and other affiliated entities of the Foundation. He has worked with donors regarding all kinds of gift types, including life income arrangements. Jason is a member of Nebraska Society of Certified Public Accountants. He is a volunteer coach for numerous youth sports leagues. He and his wife, Tracia, have three teenage sons.

 

Tina Khan

tinakhan@ksu.edu

Tina Khan focuses on rural Kansas community development with an emphasis in healthy food access. Strategic visioning, community FEASTS, and project planning are a few areas she assists rural Kansans. The Center for Engagement and Community Development at Kansas State University, the state’s premier center on rural healthy food retail, is where she finds herself working on the Rural Grocery Initiative©. Partnerships with the Kansas Health Foundation, Sunflower Foundation, The Food Trust, Center for Disease Control and Prevention, USDA, and the Robert Wood Johnson Foundation allow Kansas communities to grow as they invest in a healthier future!  

 

Rick King

rking@kittlemansearch.com

Rick King served on the Board of Directors of the Oak Park-River Forest Community Foundation for many years and is the creator and director of the Future Philanthropists Program which was established in 2010. Until recently, he was as President & CEO of Kittleman & Associates, LLC, one of the leading national executive recruiting firms exclusively serving the nonprofit sector. He has served as the lead consultant on hundreds of searches for chief executive officers over a career spanning more than 30 years. He is a well-known consultant and educator on nonprofit leadership succession planning and is the author of From Making a Profit to Making a Difference (CP Press, 2000), the seminal book on the topic of business career transition into nonprofit sector leadership. He holds a BA in psychology, MSW in social service administration and MBA in human resources.

 

Mike Lamb

mike.lamb@wichita.edu

Mike Lamb is in his 19th year with the WSU Foundation, currently serving as vice president. He has worked in higher education for more than 28 years. During his tenure with the Foundation, Mike has had direct or supervisory responsibility for more than $11 million in outright gifts and $101 million in legacy gift commitments.

Mike earned his undergraduate degree in sociology from WSU and an executive master of business administration from Friends University. In 2005, he earned the Certified Fund Raising Executive credential. In November 2011, Mike was recognized as the Outstanding Fundraising Executive by the Greater Wichita chapter of the Association of Fundraising Professionals. In 2013, the Promise for the Future planned giving campaign, which was directed by Mike, was recognized with a Gold Award in the international Circle of Excellence program of the Council for Advancement and Support of Education. Mike has served on a variety of nonprofit Boards and holds memberships in the Wichita Estate Planning Council, the Association of Fundraising Professionals, the Council for Advancement and Support of Education and the National Association of Charitable Gift Planners. For Mike, fundraising is a form of matchmaking, facilitating connections between the interests of donors and the opportunities at the university.

 

Matt Lemmon

mlemmon@cfozarks.org

Matt is responsible for the Community Foundation of the Ozarks, Rural Schools Partnership, Cause Momentum and Give Ozarks websites, all organizational social media accounts, and monitoring of local and regional media for CFO-related press. In conjunction with the Senior Vice President for Communications and Marketing, Louise Knauer, Matt coordinates CFO press coverage, special events and presentations and helps produce CFO print materials, including quarterly newsletters, the annual report and special projects. He is also CFO’s communications liaison for rural initiatives, including the Rural Schools Partnership, Ozarks Teacher Corps and the Growth in the Rural Ozarks economic development initiative, and was primary staff lead for Give Ozarks Day, the CFO’s three-year Day of Giving initiative. A native of Ozark, Missouri and a graduate of Drury University, Matt’s background is in journalism; he previously worked at the Springfield News-Leader, the Christian County Headliner News and spent six years with 417 Magazine as both a print editor and digital director.

 

Teri Lovelace

teri@locusimpactinvesting.org 

Teri Lovelace has over 27 years in the philanthropic, mission investing and the nonprofit sector. She is Chief Impact Officer & Senior Vice President for Virginia Community Capital (VCC) and President of VCC’s new social enterprise – LOCUS Impact Investing. Teri is responsible for mission impact programming as well as mission investing where socially motivated investors can invest in communities to earn both a financial return as well as a social return. Teri has a law degree from the University of Richmond, her undergraduate degree from the University of Virginia and an M.B.A. from Virginia Commonwealth University. She is also a member of the Virginia State Bar and holds a Series 65 license.

 

Felecia Lucky

flucky@blackbeltfound.org

Felecia Lucky is the President of the Black Belt Community Foundation in Selma, Alabama. The Black Belt Community Foundation was established to support community efforts that contribute to the strength, innovation and success in Alabama’s 12 poorest counties—the Black Belt. As Executive Director of the Foundation, Felecia values regular input from the communities and works diligently to strengthen the communities in the areas of the environment, health and human services, education, youth, arts and culture, and economic and community development in an effort to transform Alabama’s Black Belt. Prior to serving as President of the Foundation, Felecia worked as an Internal Auditor in Minneapolis, Minnesota and as an Accounting Supervisor in Memphis, Tennessee for Cargill, Inc. Felecia then returned home to Alabama to serve as Executive Director of the Sumter County Industrial Development Authority. This position provided a tremendous opportunity for Felecia to affect positive change in her home county.   With a sincere desire to improve the quality of life for Sumter County citizens, Felecia worked with Auburn University to spearhead Sumter County’s first leadership development program.

 

Tony Macklin

community@ncfp.org

A Chartered Advisor in Philanthropy®, Tony consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. He manages the National Center for Family Philanthropy’s “Community Foundations Family Philanthropy Network.” He previously served as executive director of the Roy A. Hunt Foundation, a multi-generation family foundation. He facilitated changes in visioning, impact investing, grantmaking, trustee education, and back-office management for the family. In twelve years and four roles at the Central Indiana Community Foundation, he led grantmaking and leadership initiatives, advised generous entrepreneurs and families, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Currently based in Fort Wayne, IN, Tony serves as a Senior Advisor to the Impact Finance Center, peer reviewer for The Foundation Review journal, and board member of 412 Food Rescue in Pittsburgh.

 

Randy Maiers

randy@stclairfoundation.org

Randy Maiers has been the President & CEO of the Community Foundation of St. Clair County since 2002. The foundation was formed in 1944. The foundation has approximately $65 million in assets under management, including the region’s largest public art center; a long-term residence for teens; a shopping mall courtyard, and the Blue Water River Walk, The Foundation has a heavy emphasis on placemaking and community prosperity. Prior to coming to St. Clair County Randy was the director of an education foundation in Metro Detroit, where he oversaw grant programs targeting engineering education at colleges and universities throughout North America. Randy is a graduate of Eastern Michigan University, and after a few years in Los Angeles following college, he began his career in nonprofit management in 1990 when he joined the staff of the Michigan Art-Train in Ann Arbor. He also spent several years with the American Heart Association until he took his first foundation job in 1997.

 

Kari Mailloux

kari@hutchcf.org

Kari Mailloux serves as program officer at the Hutchinson Community Foundation in Hutchinson, Kansas. She has degrees in English and Literature from Hutchinson Community College and Kansas State University and a Master of Fine Arts in creative writing from the University of Kansas. After graduate school, she spent three years in Spartanburg, South Carolina, as assistant director of the nonprofit literary and arts organization Hub City Writers Project, where she edited and marketed award-winning books, co-founded the statewide Expecting Goodness Short Film Festival, and practiced community building and placemaking. Kari currently serves on the boards of the Young Professionals of Reno County, Hutchinson Recreation Commission Foundation, City of Hutchinson Community Improvement Commission, City of Hutchinson Tree Board, and City of Hutchinson Public Art Design Council. In 2013, she co-founded Talk20 Hutch, a bi-annual open forum for the exchange of ideas.

 

Deb Markley

deb@locusimpactinvesting.org 

Deb Markley has over 30 years of experience working in community economic development as both a faculty member and practitioner. She is Senior Vice President of LOCUS Impact Investing, VCC’s new social enterprise, and co-founder of the Center for Rural Entrepreneurship. She is a member of the Center’s Entrepreneurial Communities’ and Community Development Philanthropy teams. Together with the Aspen Institute Community Strategies Group, she is working to advance the practice of economic development philanthropy among place-focused foundations. Deb has BS and MS degrees in Agricultural Economics from Cornell University and a PhD in Agricultural Economics from Virginia Tech.

 

Deborah Moreno

dmoreno@ahealthycommunity.org 

Deborah Moreno was hired by the Galesburg Community Foundation in December 2015 to lead the Galesburg Heart & Soul project. Guided by the Orton Family Foundation, Debbie built a leadership team that, for 10 months, listened deeply to residents’ stories, hopes, and dreams for the community. During her tenure, Debbie has worked with people from many avenues—from the mayor and city council to vulnerable populations that struggle with food insecurity, mental healthcare access, and blighted neighborhoods. With the collected data, the Heart & Soul project developed an intentional and pro-active plan for Galesburg’s future. Debbie’s work has engaged several thousand residents, many of whom have actively participated in the Heart & Soul project in both big and small ways. Debbie is the mother of five, a published writer, and a business owner. She teaches yoga to people of all ages, but has a special affinity for at-risk youth.

 

Nanci Morris

nmorris@kidderbrookgroup.com

Nanci D. Morris, CFA has broad and deep industry experience as an investment manager, endowment fund manager, institutional consultant and endowment trustee. Nanci was Director of Public Markets for Princeton Theological Seminary, with direct responsibility for oversight of the marketable assets for the Seminary’s $1 billion Endowment Fund. Her responsibilities included manager oversight and due-diligence and performance monitoring. Previously, Nanci was a Senior Vice President with Callan Associates where she was responsible for advising institutional clients on investment policy, asset allocation and manager selection. Prior to Callan, Nanci spent 14 years as a Partner, Portfolio Manager and Director of Client Service at David J Greene &Co. LLC, a $2B asset management firm in NYC.

Currently, Nanci is a member of the Investment Committee, Children’s Specialized Hospital Foundation, NJ and the Board of Trustees, Lycoming College. Nanci has a BA degree with high honors from Lycoming College and is a Chartered Financial Analyst (CFA).

 

Richard H. Myers, II

dmyers@fisys.org

Richard H. Myers, II, President of Foundation Information Systems, Incorporated (FIS), has served in numerous capacities with non-profits for over 30 years: Board President, technology consultant, software vendor, auditor and volunteer. His areas of expertise include software development and design, database management, technology infrastructure, technology project management, grants management, fund and trust accounting. He has worked with foundations from $4M to over $1B in assets. Myers’ consulting work has assisted foundations with their development and execution of effective strategic plans for cost effective technology implementation policies. His other industry activities include co-founding the MicroEdge FIMS User Group and the Blackbaud/Fusion Labs User Forums. He is a member of FAOG and their Technology Committee. Myers is a regular speaker on technology topics for community foundations at regional industry webinars and meetings for the Council of Michigan Foundations, Philanthropy Southwest, Indiana Philanthropy Alliance and community foundations of Canada.

 

Daren Nordhagen

Daren.nordhagen@foundant.com

Daren Nordhagen is the President and Co-Founder of Foundant Technologies. Foundant’s software is used by over 1,000 grantmaking and grantseeking organizations around the world to help manage grant activity. When Daren isn't looking for ways to make the philanthropic community better, he can be found outdoors... whether that's in his garden at home, finding the next "secret" camping spot, or feeding his goats... he enjoys everything the Big Sky State (Montana) has to offer. And yoga... he also really likes yoga. Daren has been involved as a past chair of the local Bozeman, MT Ducks Unlimited chapter, as a board member for Bozeman Area Community Foundation, and on the advisory board for the Montana State University College of Business.

 

Becky Nickel

admin@peabodycommunityfoundation.org 

NM Patton & Becky Nickel, 2017 recipients of the Sunflower Foundation Healthy Eating: Rural Opportunities HERO grant, have joined forces to assess the healthy food landscape in Marion County. Becky, former owner of Prairie Harvest Market & Deli, brings with her a detailed understanding of locally sourced foods as the HERO project coordinator.

 

Aubrey Abbott Patterson

Aubrey@hutchcf.org

Aubrey Abbott Patterson grew up in a small Kansas town, studied at K-State and Indiana University and now serves as the President of Hutchinson Community Foundation. During her 13-year tenure at the community foundation, Aubrey has helped lead a campaign to raise $2.4 million in operating endowment and is now mobilizing the board, staff and community to build the Fund for Hutchinson, an unrestricted fund, to $20 million by 2030 in order to change the lives and future stories of people living in Reno County. Aubrey serves or has served on the boards of the K-State Alumni Association, Hutchinson Rotary Club, Hutchinson/Reno County Chamber of Commerce, City of Hutchinson Housing Commission, the KSU School of Leadership Studies, and the Kansas Association of Community Foundations. Aubrey co-founded YP Reno County, a group that connects and involves young professionals, and she was named to The Hutchinson News’ “20 under 40.”

 

NM Patton

nmp@thebankcollector.com  

NM serves on the Central Kansas Community Foundation Board, he also has served for three terms on the Peabody Community Foundation board and is the current President. He is part of Partners of Peabody Parks committee which helps take care of the cities flower beds and tree in the City Park and is a volunteer for the United Methodist Church Great Plains Conference Disaster Response Team. NM is a former City Council member and serving as mayor, served on the Chamber board among other Chamber committees in Newton, Kansas. NM was born and grew up in Chase County. He graduated Matfield Green Rural High School and then graduated from Kansas State Teachers College (Now Emporia State Univerisity) with a double major in Mathematics and Physical Science and received a MS in Mathematics. He taught Mathematics and Computer Science for 17 years at Peabody/Burns High School followed by 28 years of owning a Computer Store.          

 

Beth Pisano

Beth Pisano is the Finance and Operations Manager for Hutchinson Community Foundation. In her role at the Foundation Beth manages all financial accounting functions and budget administration as well as provides oversight of the Foundation’s information technology and enterprise database. Prior to her work at Hutchinson Community Foundation, Beth was Accounting Manager for a multi-site automotive dealership and provided bookkeeping services for various small businesses. Beth is active in her community serving on the Volunteer Center Advisory Council, Morton Credit Union Audit Committee and various school and church committees. She is a member of the Institute of Management Accountants, SHRM and Soroptimist International of Hutchinson. Beth holds a degree in Business Administration from Wichita State University.

 

David Rosado

dar@foundationcenter.org

David Rosado is the Member Services Manager for CF Insights at Foundation Center. As Member Services Manager, David responds to requests for support and knowledge from both member and non-member visitors to CF Insights, and oversees its data architecture. David originally joined the Foundation Center in June 2008, where he has worked on all aspects of data acquisition and grants indexing with respect to community foundations, first as a Grants Analyst and then as Liaison. David holds a B.S. in psychology from Brooklyn College.

  

Rick Schwartz

Rick@SchwartzTalk.com

Rick Schwartz has been connected (at the heart, he says) with community foundations since 1993. For 13 years, he was senior staff at The Rhode Island Foundation, helping build its first development and communications department. During his tenure, its assets grew from $150 million to nearly $500 million. He won several Wilmer Shields Rich awards, was at the start of CommA, worked with European community foundations as a German Marshall Fellow, and managed the Station Nightclub Fire Fund, serving the survivors of the state’s most grievous human disaster. Rick left his community foundation to enjoy the work of other community foundations around the country, from Abilene, TX to Hampton Roads, VA to…well, he’s looking for a community foundation that begins with “Z”. Read more on his website… He’s merged community foundations in Connecticut, facilitated strategic planning in Ohio, conducted communications audits in Maryland, and led branding workshops for nonprofits in North Carolina and Texas. Rick also works with nonprofits.

 

Judy Sjostedt

JudyS@pacfwv.com

Executive Director of PACF & Regional Affiliates since 1999, Judy Sjostedt has led the organization through a period of rapid expansion from asset growth of $7.6M in 1999 to more than $37M today. Sjostedt is an instructor for the Center for Community Foundations Excellence, teaching the Community Foundation Fundamentals and Resource Development classes. She served two terms on the Council on Foundations Community Foundations Leadership Team and chaired the COF Committee that revised the National Standards in 2014. She currently serves as chair of the Board of Highmark WV Blue Cross/Blue Shield and on the WV Small Business Development Council Advisory Board. She has a Masters in Public Administration from WV University and previously worked in private industry and for the federal government (Internal Revenue Service). She served as a Rotary Group Study Exchange participant for a team to Taegu, South Korea. She is a two-term publicly elected School Board member, serving two years as Wood Co. Board of Education president.

 

Joe Smith

Joe is one of the original mentors in the Program which started in 2010. He has over 35 years of experience in managing the delicate business relationship between the public and private sectors in issues as diverse as promotion of pharmaceutical products, anonymous HIV testing and emergency communications. Joe has established a reputation for honesty and integrity in both arenas. He has published and spoken extensively in the area of ethical business promotion. He is an active member of Legatus: The League for Business Ethics, The American College of HealthCare Executives, The Society of Competitive Intelligence Professionals and North American Academy of Arts and Sciences. He was educated at Villanova University and the University of Pennsylvania.

 

Gavin Sorensen

Gavin Sorensen is a sophomore at St. Norbert College in De Pere, Wisconsin and an alumnus from the Class of 2016 of the Future Philanthropists Program. At St. Norbert he is a mentor for incoming freshman and works in the Development Office as the Student Philanthropy intern. The Future Philanthropist Program helped Gavin gain an understanding of philanthropy and the impact it can have. It taught students how to collaborate and compromise, listen to each other, and lead others in the process. The Program, as Gavin described it, “encouraging high schoolers with pocket money to blossom into true philanthropists”. Gavin currently lives at home in Oak Park, Illinois, with his parents, younger sister, two older brothers and his dog, Frances.

 

Linda Speed

lspeed@cfsouthernindiana.com

Linda S. Speed, J.D., is the President & CEO of the Community Foundation of Southern Indiana. Before joining CFSI, her nonprofit work experience includes serving as the Vice President of Development & Stewardship for the Community Foundation of Louisville, Vice President of Gift and Trust Administration for the Presbyterian Church (USA) Foundation, and Director of the Samuel L. Greenebaum Public Service Program at the Brandeis School of Law at the University of Louisville. She is a former litigation attorney with the Louisville law firm of Frost Brown Todd. She received her B.S. from the University of Kentucky and J.D. from the Vanderbilt University School of Law. Linda serves on the boards of the Indiana Philanthropy Alliance and the Louisville, Kentucky-based Center for Nonprofit Excellence. She is a member and Past President of the Southern Indiana Estate Planning Council, the Kentuckiana Partnership for Philanthropic Planning and the Fund Raising Executives of Metro Louisville.

 

Kelly Taylor

kelly@mccf-in.org

Kelly Taylor serves as Executive Director of the Montgomery County Community Foundation; a position she has held for the past six years. Previously, Kelly served 10 years at the Foundation as the Grants and Financial Coordinator. As Director, Kelly oversees management of $44 million in assets and over 170 endowed funds, directs strategic planning and budgeting, and works closely with donors, guiding and advising them about their charitable goals. In addition to all this, she supervises a staff of five who are responsible for the daily operations of the Foundation, which include grant and scholarship administration, fiscal oversight, and donor services. Kelly is also frequently asked to speak in front of various local organizations explaining the overall work of the Foundation in our community. She is a graduate of Indiana State University with a double major in Business Management and Business Administration. A lifelong resident of Montgomery County, she and her husband, Dan, have two children, Maggie and Lillie.

 

Kelly Wesley Taylor

kelly@trekadvancement.com

Kelly Wesley Taylor, J.D. is a founding partner of Trek Advancement, LLC. Through her practice she guides a varied portfolio of clients to implement good governance practices, develop solid organizational leaders, implement donor-centered fundraising and focus on mission driven strategies to advance positive social change. Prior to establishing her consulting practice, her professional experience began with annual fund and planned giving fund development for Harvard University. She is experienced in dealing with tax aspects of charitable giving and has served as a philanthropic planning advisor to many individuals and organizations. While serving as the chief fundraising officer and administrator for a regional academic cancer center, she built a sustainable, multifaceted development program while completing an $80 million capital campaign. Overseeing every aspect of a development enterprise, Kelly broadened the scope and the reach of the fundraising efforts for a young program. Kelly received her B.A. from the University of Kentucky and J.D. from the University of Louisville. She is a past member of PGGNE and PPP of Greater Philadelphia. She is currently a member of the Board of Directors for PPPKentuckiana.   Kelly has served on a number of community and national volunteer boards as both a grant maker and fund seeker.

 

Janet Topolsky

jt@aspeninst.org  

For more than 30 years, Janet Topolsky has helped community leaders, organizations and policymakers across the country find, create and spread innovative community and economic development strategies. Since 1993, she has directed the Aspen Institute Community Strategies Group (CSG) where she advances strategies for family asset building, regional economic development, peer-learning and community participation methods, and community development philanthropy. While at CSG, Janet has managed scores of initiatives, peer-learning cohorts, workshops and sessions focused on building the capacity and impact of community foundations – and has worked one-on-one with dozens of individual community foundations and philanthropic support organizations. CSG is currently partnering with the Center for Rural Entrepreneurship to advance “economic development philanthropy” with a special focus on rural and small-city regions. Before CSG, Janet was an independent development policy analyst and writer; director of communication for CFED – a national non-profit that develops innovative economic opportunity strategies; and special assistant to the director of the Michigan Department of Commerce.

 

Philip VanMeerhaeghe

Mr. VanMeerhaeghe has experience in Information Security in the Insurance, Aerospace, Medical, Ecommerce and Banking Industries. His broad experience also includes Government and Private sector Information Security assignments. He possesses a comprehensive understanding of state and federal regulations as well as guidance and directives from Regulatory Agencies such as FFIEC, FDIC, OCC, FRB, NCUA and others. Mr. VanMeerhaeghe is a Certified Information Systems Security Professional (CISSP), Microsoft Certified System Engineer (MCSE), Cisco Certified Network Administrator (CCNA), and a Certified CheckPoint System Administrator (CCSA). He is also a member of the Information System Security Association (ISSA) and the FBI’s Infragard Group.

 

Kristin Carlson Vogen

kcvogen@oprfcf.org      

As part of her role as President of the Oak Park-River Forest Community Foundation, Kristin has been assisting the Future Philanthropists Program by promoting the value of youth philanthropy in the community, developing opportunities for donors to support the goals of the Program and by overseeing the investment of the Future Philanthropists Endowment Fund. Prior to this, she was at the Bank of America/U.S. Trust/Merrill Lynch as a philanthropic specialist where she provided subject matter expertise on private foundations, donor advised funds and endowment management for public charities. She holds a BA in human resources management and a JD.

 

Lea Whitlock

lwhitlock@arcf.org

Lea Whitlock is director of communications for Arkansas Community Foundation where she creates and implements both the Foundation’s internal and external communications. She joined the Foundation in 2011 as an Americorps VISTA, serving in the role of program associate with the Foundation's Youth Advisory Council program. She later became the scholarships associate overseeing the Foundation's scholarship processes and then moved to the role of executive communications coordinator assisting the President and VP of Communication Strategy in the Foundation’s communications and strategic initiatives. She also served as an administrative associate for Social Innovation where she developed a love for digital communication strategy. Passionate about building a powerful and diverse social sector, Lea serves on the YNPN Little Rock (Young Nonprofit Professionals Network) board, an organization that supports growth, learning and development of young professionals. She is also a member of the Arkansas chapter of Public Relations Society of America. Lea has spent most of her life in Arkansas and loves exploring outdoors. After relocating here from Georgia, she attended high school in Pine Bluff and graduated from the University of Central Arkansas in 2011 with a Bachelor of Arts in Public Relations.

 

Arthur Woods

arthur@imperative.com

Arthur Woods (@ArthurWoods) is a serial entrepreneur, global speaker and advisor to leading brands on re-imagining and disrupting the way we approach work to make it human. He is the Co-Founder of Imperative, a breakthrough learning and development platform that has pioneered a way to measure and grow purpose within organizations. Imperative has powered the largest global research endeavor on purpose, working with a wide range of organizations from LinkedIn and MetLife to Sony. Arthur is a three-times TEDx speaker, World Economic Forum Global Shaper, a New York Venture Fellow and sits on the Boards of the Georgetown Technology Alliance, Compass Partners and Out in Tech. Arthur came from Google where he led operations for YouTube’s Education division and oversaw YouTube for Schools. Arthur co-founded the Compass Fellowship, the leading collegiate social enterprise education program and co-founded Out in Tech, the largest global LGBTQ technology community. Arthur studied Operations and information Management at Georgetown University and Project Management at Stanford University.

 

Jeff Yost

jeffyost@nebcommfound.org

Jeff Yost is the President and CEO of the Nebraska Community Foundation (NCF), which is heralded as a national model for empowering community leadership to build and sustain their hometowns. Yost joined NCF in 1998 and became President and CEO in 2003. In the past ten years, NCF and its affiliated funds have grown 17% annually, with total assets now exceeding $125 million. More importantly, NCF is achieving mission fulfillment with its statewide asset-based grassroots model of 225 affiliated fund being led by 1,500 volunteer community leaders. NCF has been featured in many publications, including The New York Times, The Chronicle of Philanthropy and Nonprofit Quarterly. Yost is asked to speak frequently and has worked and taught throughout North America and internationally in Asia, Europe, Africa and Australia.