Speakers

Sarah Adams

Sarah Adams, BA, Director of Volunteer Recruitment, Voices for Children

Sarah has worked on nonprofit volunteer programs for more than 13 years, spanning the gamut from small grassroots efforts to large structured programs.  Sarah started in the environmental field, building new volunteer programs and coordinating countywide cleanup events at organizations such as Volunteer San Diego and the Ruben H. Fleet Science Center. While at the Science Center, Sarah directed volunteer management services including recruitment campaigns, leadership development, one-time and ongoing volunteer opportunities and corporate projects. Sarah serves on the Volunteer Administrators Network Council and leads volunteer related trainings. Sarah is a nonprofit program master’s student at the University of San Diego (USD). She volunteers for Surfrider Foundation and serves on the boards of HandsOn San Diego and the Institute for Nonprofit Education and Research at USD.
Bob Beatty

Bob Beatty, MBA, Beatty & Company; USD Faculty

For more than 10 years, Bob has provided consulting services exclusively to nonprofits in Southern California. His areas of expertise include fundraising, health & human services, grant making, and government programs. Bob has served as chief financial officer (full-time, part-time, interim, and advisory) for a variety of nonprofits in Southern California. 

Mark Bennett

Mark Bennett, JD, Board Chair, San Diego Youth Symphony (SDYS); Attorney, Marks, Finch, Thornton & Baird, LLP

Mark’s practice is devoted to the representation of management at the law firm of Marks, Golia & Finch, LLP. He was a volunteer mathematics and history tutor with the San Diego County Big Brothers program and at Monarch School. Mark also mentored a former Monarch School student who participated in San Diego Youth Symphony and Conservatory’s orchestra programs for six years. He served as the SDYS governance committee chair for two years before his election as board chair. 

KristinBertell

Kristin Bertell, MA, CFRE, Associate Vice Chancellor, UC San Diego’s Health Sciences Development.

In her role as associate vice chancellor, Kristin is responsible for all Health Sciences fundraising including clinical, research and academic programs. Prior to UC San Diego, she was senior vice president for The Greenwood Company, a consulting firm headquartered in San Francisco. There, Kristin conducted campaign planning and management for such organizations as the Gladstone Institutes, the Buck Institute for Research on Aging, and Scripps Health. She has 23 years of demonstrated success in philanthropy – 10 of them in the San Diego community. She is a member of the Association of Fundraising Professionals, the Association of Healthcare Philanthropy and the Southern California Association of Healthcare Development. In 2004, San Diego Metropolitan magazine presented Kristin with a 40 Under 40 Award.

David Bialis

Dave Bialis, BA, Chair of the Board of Directors, Voices for Children; Senior Vice President and General Manager, Cox Communications California

Dave oversees the operations of the Cox cable systems in San Diego and Orange County. Before joining Cox in 1984, Dave held financial management positions at several entertainment companies and was a senior auditor with Price Waterhouse & Co. He has served on the boards of such organizations as the United Way of Central Oklahoma, First Fidelity Bank, and the Oklahoma Medical Research Foundation. Dave is currently a member of the San Diego Regional Economic Development Corporation board and a volunteer with the Special Olympics.

Rochelle Bold

Rochelle Bold, JD, Voices for Children (VFC) Board of Directors

Rochelle has served on the VFC board since 2008. She was senior vice president of corporate development for Wireless Facilities Inc., vice president, investor relations for The Titan Corp., and also held executive management positions with Leap Wireless International, the San Diego Regional Economic Development Corp., and the office of U.S. Rep. Lynn Schenk. Rachel serves on the La Jolla Community Foundation Board; she has also served on the boards of the Gillispie School; Child Abuse Prevention Foundation; Industrial Environmental Association; BIOCOM Workforce Development Committee; and the Economic Development Corporation/Business Roundtable Education Committee to create High Tech High.

Efrem Bycer

Efrem Bycer, MA, Economic Development Manager, San Diego Regional Economic Development Corporation; Founder, BoardNEXT

In his role as economic development manager, Efrem develops collaborative relationships with industry associations, government associates, nonprofit partners and investors, focusing on both creating jobs in clean-tech, life sciences and tourism as well as promoting a public policy agenda that supports the Economic Development Corporation’s mission. He served on the Leaders2020 steering committee with Equinox Center, the Civic Leadership Fund steering committee at the San Diego Foundation, and the Head Start policy council with Neighborhood House Association. Currently, Efrem is spearheading BoardNEXT, a program to prepare young professionals for and connect them with nonprofit board service.

Elizabeth Castillo

Elizabeth Castillo, MA, Graduate Assistant, University of San Diego (USD) Leadership Studies; Faculty, USD School of Professional and Continuing Education

Elizabeth has more than 22 years of nonprofit fundraising experience, securing more than $27 million for cultural organizations, schools, community health clinics, and government agencies in Southern California. Elizabeth holds a master's degree in nonprofit leadership and management from USD. Her research interests include organizational learning in nonprofit agencies, governance, new conceptual approaches to resource development and collaboration.

Paula Cordeiro

Paula Cordeiro, EdD, Dean, School of Leadership and Education Sciences, University of San Diego (USD)

Paula was previously the coordinator of the masters and doctoral programs in educational leadership at the University of Connecticut. She is a past president of the University Council of Educational Administration (UCEA). Paula is also past president of the San Diego Council on Literacy, a founding member of the Academy of International School Heads, a board member of the International Council for the Education of Teachers and a board member of the Francis Parker School and Keiller Leadership Academy. Paula is currently a board member of the James Irvine Foundation. Under her leadership at USD, the Educational Leadership Development Academy (ELDA) and the Nonprofit Institute were created.

Alberto Cortes

Alberto Cortés, Executive Director, Mama's Kitchen

Alberto’s areas of expertise include governance, fund development, management; program development, implementation, evaluation and financial management. Alberto serves as an advisory board member for the Institute for Nonprofit Education and Research. He is a member of the Lesbian Gay Bi-Sexual Transgender (LGBT) Community leadership council and serves on the San Diego County HIV Health Services planning council representing County District 2. Alberto is also a coach with the Fieldstone Foundation Coaching Program.

Laura Deitrick

Laura Deitrick, PhD, Director, Caster Family Center for Nonprofit and Philanthropic Research, University of San Diego (USD)

Laura has been a nonprofit executive director, board member, management consultant and researcher on major nonprofit trends. Her research has led to important reports on nonprofit ethics, nonprofits and public education, nonprofit human resource practices, executive transition, the economics of San Diego’s nonprofit sector, nonprofit confidence and regional grant making. Laura is a faculty member in the Nonprofit Leadership and Management Program at USD where she teaches the class Research Design and Evaluation as well as Nonprofit Finance.  Laura also serves as an adjunct faculty member at the University of California San Diego, where she teaches a graduate course in nonprofit management in the School of International Relations and Pacific Studies.

Jaci Feinstein

Jaci Feinstein, Director of Operations, Right Hand Events

Jaci is an active participant in San Diego civic life. She is the founder and board chair of HandsOn San Diego, an active volunteer and donor to Women Give, past chair of the Young Nonprofit Professionals Network (YNPN) San Diego, a volunteer for Just in Time Foster Youth, Carnegie Mellon admissions council and the Young Adult Division of Jewish Federation. Jaci is also a graduate of BoardNEXT and EMBARK San Diego and an alumna of AMERICORPS.

Carole Fish

Carole Fish, MEd, CFRE, President, Fish and Lewis Consulting

Carole has spent more than 26 years in the nonprofit sector. Her career includes the American Cancer Society, Scripps Green Hospital, Scripps Hospitals, Children’s Hospital and Health Center and Jacobs Center for Neighborhood Innovation. Carole specializes in nonprofit strengthening, strategic planning, campaign and fundraising planning, feasibility studies, case for support, organizational branding, leadership development and nonprofit coaching. Carole serves on the Association of Fundraising Professionals San Diego chapter board where she chairs the Senior Initiative, was a seven-year member of the Golden Triangle Rotary serving on its board of directors and is a Paul Harris Fellow. Carole is an adjunct faculty member at USD where she teaches a graduate course in capital and endowment campaign planning.

Devon Foster

Devon Foster, Associate Director for Communications and Marketing, School of Leadership and Education Sciences, University of San Diego (USD)

Devon has more than a decade of experience directing marketing and communications, focusing on strategic plans targeting consumers. Before USD, Devon worked for The San Diego Museum of Art and Westfield Shopping Centers. She got her start in marketing at the Santa Barbara Zoo while going to school at University of California Santa Barbara (UCSB) where she earned a BA in English and professional writing. Devon has extensive experience volunteering her time throughout the San Diego community, including a current position on the board of the Junior League of San Diego.

Robert Gaan

Robert Gaan, Immediate Past Chair, San Diego Youth Symphony (SDYS); Managing Director, Christopher Weil and Company, Inc.

Rob is a certified financial planner with more than 20 years experience in the brokerage and financial planning industry. He is an active volunteer at his children’s school and their sports teams in Encinitas. Rob was chair of the SDYS finance committee for five years before taking on the role of board chair in July 2011. Rob recently concluded his role as chair but remains on the executive committee as immediate past chair.

Kurt Gering

Kurt Gering, MBA, MEd, Ocean Discovery Institute Board Chair; Manager of Talent Strategy & Analytics, San Diego Country Regional Airport Authority

With more than 15 years of experience in organizational development, Kurt has expertise in workforce planning, performance management, individual development and succession planning. He holds certification as a senior professional in human resources and as a human capital strategist. Previously, Kurt served as vice president of Organizational Development & Training at GreatCall, Inc. and as director of the master's in Executive Leadership at USD's School of Business.

Edith Glassey

Edith A. Glassey, MA, CFRE, Associate Executive Director, Center for Community Solutions

Edith has been involved in nonprofit fundraising since 1987. She has provided strategic leadership in fund development, marketing, public relations and communications for causes that involve women’s and children’s issues, education, as well as health and human services. Edith believes that nonprofit organizations play a significant role in improving the quality of life for San Diegans and is a passionate advocate for helping nonprofit organizations function at the highest level for the betterment of our community. She served on the Nonprofit Institute advisory board for eight years and the steering committee for the Kaleidoscope Award for Excellence in Nonprofit Board Governan. She's been a member of the board for the Association of Fundraising Professionals for 12 years and was the 2008 president of the San Diego Chapter.

Lauren Grattan

Lauren Grattan, Director of Development, Natural High

Lauren is the outgoing board chair of the Young Nonprofit Profit Professionals Network (YNPN) San Diego. Lauren shares her strengths in fundraising, communications, and group facilitation with others to help organizations achieve their missions. She is also the director of development for Natural High, a substance use prevention organization that helps youth discover and pursue their passions so they have a reason to say no to an artificial high. Lauren previously worked in development at University of California San Diego, generating support for the division of arts and humanities.

Jessica Green

Jessica Green, MA, Consultant, Jess Green Consulting

Jessica has been working in the nonprofit sector for almost 10 years. She brings a wide range of experiences in fundraising, marketing, volunteer management and program development. Jessica has worked for organizations across many disciplines including cancer research, the environment, and youth development. Jessica’s experience goes beyond how to effectively manage a nonprofit organization, to also building collaboration and strengthening the nonprofit sector as a whole. Jessica recently launched Jess Green Consulting.

Zachary Green

Zachary Green, PhD, Professor of Practice, Department of Leadership Studies, University of San Diego

Zachary is trained as a clinical psychologist and specializes in systems analysis and strategy, organizational transformation, negotiations of identity based-conflicts, leadership development and crisis intervention. He coaches, consults and conducts workshops and training sessions for numerous organizations, educational institutions, public advocacy groups, and government agencies including The World Bank, Brookings Institution, Microsoft, the National Children's Medical Center and the National Laboratories at Los Alamos (NM). He holds a PhD and MA in clinical and community psychology from Boston University, an MEd in counseling from Cleveland University, and a BA in psychology from Case Western Reserve University.

May Harris

May Harris, MA, JD, Partner, For Purpose Law

May holds a unique insight into the needs of nonprofit clients, approaching issues not only from a legal or regulatory perspective, but also from a practical, management-oriented view. May currently serves as a member of the board of the USA Rugby Trust, an organization dedicated to promoting the sport of rugby in the United States leading up to the 2016 Olympic Games in Rio de Janeiro.

Steve Hermes

Steve Hermes, CPA, MBA, CFO, Mission Edge San Diego

As the client chief fiscal officer for several local nonprofits, Steve brings 40 years of accounting experience to his engagements. Steve was a founding shareholder of Nation Smith Hermes Diamond, a public accounting firm in San Diego, and a shareholder of Mayer Hoffmann McCann until 2009. Steve is a board member and treasurer of Sustainable Surplus Exchange, Inc., chairs the Audit Committee of Alzheimer’s Association - San Diego/Imperial Chapter, and serves on the Audit and Finance Committees of the San Diego Public Library Foundation. He is also a member of the American Institute of Certified CPAS and the California Society of CPAs.

Heather Hernandez

Heather Hernandez, CPA, Senior Manager - Attest Services Group, Mayer Hoffman McCann P.C.

Heather has more than 10 years of public accounting experience and has completed both financial and internal control audits in a variety of industries, including nonprofit, manufacturing, distribution and professional service firms. Heather is an active member of the San Diego Nonprofit Practice Group and has expertise in the nonprofit industry, working strategically with her clients to strengthen internal controls and procedures. Her experience also includes auditing in accordance with OMB Circular A-133 for nonprofit organizations as well as commercial companies that received Federal funding that require program specific audits under government auditing standards.

TonyHsu

Tony Hsu, CFP, Founder/ Chief Investment Officer, Alethea Capital Management, LLC; Co-Founder, Just In Time For Foster Youth

After spending nearly fifteen years in the financial services industry, Tony founded Alethea Capital Management, LLC, a registered investment advisory firm specializing in absolute return strategies that utilize fundamental, technical and quantative analysis.  Prior to founding Alethea, Tony served as executive director investments and portfolio manager of the Alethea Group of Oppenheimer & Co. Inc., which focused on high net-worth individuals, foundations and nonprofit organizations.  Tony is also the co-founder of Just In Time For Foster Youth, a leading nonprofit organization that has been recognized for its significant contributions to emancipated foster youth between the ages of 18 – 26.

Kim Hunt

Kim Hunt, MA, Research Assistant, Caster Family Center for Nonprofit and Philanthropic Research, University of San Diego (USD)

Kim has been active in education and the nonprofit sector for more than 20 years. She is currently a research assistant at the Caster Center. Prior to joining USD, she worked with nonprofits as a business manager, volunteer, communications specialist and budget analyst throughout the U.S. and Europe, with a focus on education and military services. Kim has taught at all age levels and is currently an adjunct professor of sociology with DeVry University. She is a Leadership Studies PhD candidate at USD specializing in nonprofits and philanthropy.

Jenny Jones

Jennifer Jones, MA, Research Associate, Caster Family Center for Nonprofit and Philanthropic Research, University of San Diego (USD)

Jenny has worked, volunteered, consulted and served on boards for many different organizations in San Diego and abroad. She holds a bachelor’s degree in global economics, a master’s in nonprofit leadership and management, and is a Leadership Studies PhD candidate at USD specializing in nonprofits and philanthropy. She teaches at USD and at National University, and is a member of the Nu Lambda Mu honor society for nonprofit scholars. Jenny writes regularly for the Nonprofit Quarterly.

Sue Carter Kahl

Sue Carter Kahl, MSW, President, SMCK Consulting

Sue has 20 years of nonprofit experience gained through roles as an executive director, consultant, staff and board member, and community volunteer. She offers leadership development retreats and strategic research and analysis services. Sue serves as a state commissioner for CaliforniaVolunteers and as an executive coach for nonprofit leaders through the Fieldstone Leadership Network. She holds a Certificate in Nonprofit Management and is a Leadership Studies PhD candidate at USD specializing in nonprofits and philanthropy.

Marjory Kaplan

Marjory Kaplan, President and CEO, Miriam and Jerome Katzin Presidential Chair, Jewish Community Foundation San Diego

Marjory holds the Miriam and Jerome Katzin Presidential Chair and has served as the chief professional of the Jewish Community Foundation since 1994.  During her 20-year tenure, Marjory has transformed a relatively small organization into a philanthropic leader, regionally and nationally. The top grantmaker in the county, the Foundation has awarded over $1 billion in grants since its inception in 1967 for education, healthcare, the arts and social services in both the Jewish and general community – including over $100 million last year. Under Marjory’s leadership, assets have grown from $14 million to more than $300 million.  As of January 20, 2015, Marjory will retire as President and CEO and continue to serve the Foundation in an advisory role.

ShannonKnock

Shannon Knock, Assistant Research Director, Luth Research

Shannon has nine years of diverse experience in the market research industry, having also worked at Hall & Partners and Interpret in Los Angeles. Shannon is a subject matter expert in segmentation research with additional specialized knowledge in advertising effectiveness, attitudes and usage, brand equity, and copy/concept testing research. Shannon leads Luth Research’s custom research team in providing best-in-class service and analytics to clients including automotive, entertainment, food/beverage, higher education, technology, and nonprofit industries. She has worked with such for-profit clients as Audi, HP, LG, Sony Pictures, and Yahoo!. Her nonprofit client roster includes ESET Foundation, Girls on the Run, Goodsnitch, United Way, and the University of San Diego.

Jessica Kort

Jessica Kort, Marketing and Communications Officer, Jewish Community Foundation

Jessica joined the Jewish Community Foundation in 2011 and serves as the marketing and communications officer. Jessica previously served as the Program Coordinator at Temple Emanu-El of San Diego. Her background includes event planning, office administration, fundraising and marketing. Jessica earned her bachelor’s degree in international studies, anthropology from University of California, San Diego and her master’s degree in international conflict studies from King’s College London.

Svetlana Krasynska

Svitlana Krasynska, MA, Pursuing PhD in Leadership Studies with Nonprofit/Philanthropic Leadership & Management specialization, University of San Diego (USD)

Svitlana had been actively involved with a multitude of local, national and international nonprofits, serving as board member, volunteer, executive director and consultant for more than 12 years. Svitlana worked as a graduate research assistant at the Caster Center for two years. Her work there included evaluation projects for major San Diego nonprofits and foundations. Svitlana is a leadership studies PhD candidate at USD specializing in nonprofits and philanthropy.

Sharon Lawrence

Sharon M. Lawrence, Esq, President/CEO, Voices for Children (VFC)

Prior to joining VFC, Sharon was an attorney for a large San Diego law firm. Sharon is a nationally recognized expert in child advocacy. The National CASA Association named her Executive Director of the Year in 2000; San Diego United Way honored her with the Ben Polak Award for Outstanding Professional Leadership in 2004; and San Diego Magazine named her its Woman of the Year in 2008. The San Diego Business Journal recognized Sharon among the most notable women business leaders of San Diego in 2010, and former California Assembly member Nathan Fletcher named her 2011 Woman of the Year at a ceremony in Sacramento. Sharon serves on many boards, committees and commissions that advocate for foster children, families and a variety of foster care issues.

Pat Libby

Pat Libby, MA, Professor of Practice and Director, Institute for Nonprofit Education and Research, University of San Diego (USD)

A Boston native, Pat has worked as a chief executive officer, board member and consultant to numerous nonprofits since 1978. Her last executive management position was as president/chief executive officer of the Massachusetts Association of Community Development Corporations which she developed into a nationally recognized organization responsible for leveraging hundreds of millions of dollars in public and private investment for CDCs. She has taught courses in nonprofit management at the Massachusetts Institute of Technology (MIT), University of California San Diego and San Diego State University. Pat's academic interests are focused on nonprofit advocacy and applied learning models for graduate degree programs. She holds a master’s degree in urban planning from MIT. Pat is the author of The Lobbying Strategy Handbook.

Mike Lichtenberger

Mike Lichtenberger, CPA, Managing Director, CBIZ MHM, LLC

Mike has been with CBIZ MHM LLC since 1991. He is a former chair of the MHM review of financial statements, internal controls, and business consulting for public & private companies, employee benefit plans and nonprofit organizations. Mike’s employee benefit plan experience includes a risk based audit approach for 401(k), 11-K, 403B, defined benefit and health and welfare plans. He is also a member of the American Institute of Certified Public Accountants. Mike is on the audit and investment committees of Arc San Diego and on the board of directors of Arc Foundation.

Bill Littlejohn

Bill Littlejohn, BA, Chief Executive Officer, Sharp HealthCare Foundation; Senior Vice President, Sharp HealthCare

In addition to his roles with Sharp HealthCare, Bill provides fundraising counsel to the Grossmont Hospital Foundation, Coronado Hospital Foundation and all of Sharp’s other entities. Prior to joining Sharp HealthCare, Bill worked for 10 years with the Greenwood Company, a professional fundraising firm. He has managed fundraising projects for healthcare systems all over the United States. From 1983 to 1992, he served as director of development for the American Cancer Society in Los Angeles and as director of direct marketing for its California division. Later, as assistant vice president, he managed fundraising, marketing, finance and fundraising information systems for 15 offices in Southern California. Bill is currently chair of the board of directors of Santa Fe Christian Schools.

Mary McDonald

Mary McDonald, PhD, Director of Development, Saint Vincent De Paul Village

Mary was previously a faculty member in the Department of Leadership Studies at USD, teaching a variety of graduate and doctoral level courses. Prior to USD, she was the director of the Community Research Institute (CRI) at the Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership at Grand Valley State University in Grand Rapids, MI. In that capacity Mary was regularly involved with both community-based and university-based research in philanthropy and the nonprofit sector. Her most recent research, "International Philanthropic and Nonprofit Studies Education -- Creating Sustainable Social Change," was presented at the International Society for Third-Sector Research Conference in Barcelona, Spain in 2012.

Genette McGowan

Genette McGowan, Vice Chair, Ocean Discovery Institute Board of Directors; Owner, Home Away From Home

At Home Away From Home, Genette coordinates necessary vendor services for absentee and busy homeowners. She became involved with the Ocean Discovery Institute through ties with Bumble Bee Foods, Inc. Genette’s role at the Ocean Discovery Institute includes expanding the support and involvement of members from the Tuna industry. For the past seven years, she has worked and volunteered in various community organizations.

Andy Maffia

Andy Maffia,CPA, Senior Manager, AKT

Andy leads AKT’s public sector and nonprofit group. He has provided audit, consulting and tax services to a variety of nonprofit organizations for the past 10 years. Andy currently sits on the board of directors for Hospice of the North Coast as the chair of the finance committee and resides on the executive and audit committees.

Deirdre Maloney

Deirdre Maloney, President, Momentum LLC

Deirdre helps organizations exceed their goals, and helps their leaders sleep better at night. She does it through her work as a published author, national speaker, and president of her training and facilitation company Momentum LLC. Deirdre has used her brand of “mild audacity” to present keynotes and workshops for organizations around the country, including the National Association of Women Business Owners, Vistage International, and the American Marketing Association. Deirdre’s third book, Bogus Balance, has just been released. Her popular blog on all things leadership is featured regularly in the Huffington Post.

Jan Masaoka

Jan Masaoka, CEO, California Association of Nonprofits

The California Association of Nonprofits is a statewide policy alliance of nonprofits speaking to government, philanthropy, and the public at large. Jan is a leading writer and thinker on nonprofit organizations with particular emphasis on boards of directors, business planning, and the role of nonprofits in society. Her books include Best of the Board CaféNonprofit Sustainability: Making Strategic Decisions for Financial Viability, co-author and The Nonprofit's Guide to HR. Jan founded and publishes Blue Avocado magazine, often described as the second-best read publication in the nonprofit sector. She also served 14 years as executive director of CompassPoint Nonprofit Services and was named Nonprofit Executive of the Year by Nonprofit Times in 2003. Jan is an eight-time designee as one of the Fifty Most Influential people in the nonprofit sector nationwide.

Janine Mason

Janine Mason, MA, CNP, Executive Director, The Fieldstone Foundation

Janine is the architect of The Fieldstone Leadership Network, a continuum of leadership training and learning opportunities for nonprofit leaders. Janine is a graduate of the Executive Program for Philanthropy Leaders at Stanford. She is nationally certified in Nonprofit Management and Leadership, a graduate of LEAD San Diego and was recognized as LEAD Alumni of the Year for her work on the San Diego Children’s Initiative. Janine is co-chair of the advisory board for the Institute for Nonprofit Education and Research at the University of San Diego. Throughout her career, she has also served on various boards in the San Diego community.

Patty Jo Mayer

Patricia Jo Mayer, CPA, Senior Tax Manager, Moss Adams LLP

Patty specializes in tax and related tax planning with emphasis in nonprofit organizations and private foundations. She is Moss Adams’ Southern California regional nonprofit tax expert and quality control tax reviewer for nonprofit audit reports. Patty serves on Moss Adams’ nonprofit tax committee. In this role, she has taught several nonprofit tax-related seminars to firm wide tax professionals as well as an instructor for the Salk Institute's Tax Seminar on Private Foundations, Council on Foundation's 2011 Fall Conference for Community Foundations, Strafford Publishing Inc., and the National Business Institute. Patty is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She is on the Finance Committee for the San Diego Grantmakers, and is a member of the professional advisory committee for the San Diego Foundation.

Danny Melgoza

Danny Melgoza, MPA, Deputy Chief of Staff, San Diego County Supervisor Greg Cox

Danny focuses on public policy, public safety, airport operations, workforce development, community development, housing, public and mental health, public assistance, child welfare and senior services. A National Urban Fellow, himself, he also worked at National Urban Fellows, Inc., and the City of Seattle City Light. Prior to his public service, Danny was a district manager for ALDI Foods and worked as a sales manager. He often guest lectures on legislative advocacy.

Ron Mitchell

Ron Mitchell, CPA, Partner, AKT

Ron specializes in nonprofits and healthcare organizations. Over a thirty year period, he has been published nationally and spoken on various management and consulting issues. Ron’s current community involvement includes board membership at the San Diego Medical Society Foundation and he is the current president of the Mira Costa College Foundation. The California Healthcare Association honored him for his outstanding leadership in recognition of his sixteen years of service as an elected board member at TriCity Hospital District. Ron is a member of the American Institute of Certified Public Accounts, Medical Group Management Association, Cal State San Marcos Accounting advisory board and The California Society of Certified Public Accountants.

Bob Montgomery

Bob Montgomery, MSW, Executive Director, International Rescue Committee

Bob began working with the International Rescue Committee as a resettlement caseworker in 1976. Over his 38-year tenure he was promoted to deputy director and then executive director. Bob is partially accredited by the Board of Immigration Appeals to represent aliens before the Department of Homeland Security. He co-authored Avenues: A Caseworker’s Guide to Immigration for Refugees and Asylees, and has been a presenter on resettlement and immigration issues at numerous conferences and workshops. Bob is a member of the California State Advisory Council for Refugees and has served as their chair in the past.

RollieMunger

Rollie Munger, CPA, Senior Audit Manager, Sonnenberg and Company, CPAs.

Rollie has 19 years experience serving in the governmental and not-for-profit sectors. His current clients include cities, water and special districts, as well as not-for-profit clients. He has extensive experience with governmental reporting in addition to OMB Circulars A-133 and A-122. Rollie also assists with firm-wide trainings on technical topics.

Cindy Olmstead

Cindy Olmstead, Owner, Olmstead Management Consulting

Cindy, an organizational development consultant for over 30 years, believes that trust is the core to all successful relationships. She is the founder and former owner of TrustWorks Group, Inc., which focused on trust in the workplace. She sold her trust programs to the Ken Blanchard Company and then published Trust Works! Four Keys to Building Lasting Relationships with Dr. Ken Blanchard and Martha Lawrence. She has extensive experience in working with leadership teams in both the profit and not for profit worlds. Additionally she has assumed leadership roles for various community boards over the course of her career.

Tim O'Malley

Tim O’Malley, PhD, Vice President for University Relations, University of San Diego

Tim began his career in 1973 as an English teacher at the high school and community college levels, before joining the fundraising staff at the University of Portland in 1983. After directing the development office there for more than eight years, he was recruited by Washington State University to head the development office in the College of Engineering and Architecture, and was eventually appointed vice president and director of gift planning at the WSU Foundation. In 1997 he was named vice president for University Relations at Pacific University in Forest Grove, Oregon, where he oversaw all development, alumni, and public affairs operations for the university. He has served on numerous boards and committees in the nonprofit sector, including the Council for Advancement and Support of Education; Burn Institute of San Diego; and Pullman Memorial Hospital.

Mark Peters

Mark Peters, PhD, Founder & President, Leadership for Life LLC; Assistant Director, University Ministry, USD

Mark has worked for and consulted with a variety of institutions, including: large corporations, professional organizations, hospitals, churches, and universities. He now owns and operates a leadership consulting firm that serves individuals and small businesses. Mark’s teaching resume includes business management, organizational leadership, economics, international business, social entrepreneurship, global development, and international management. His research interests include exercising more authentic personal leadership, promoting successful entrepreneurship/small business development and empowering emerging leaders to serve the collective good. Mark’s most recent publication critiques the leadership of a unique global movement to promote economic justice.

Dick Pfister

Dick Pfister, Board Member and Chair of the Marketing Committee, Voices for Children; Executive Vice President, Altegris Clearing Solutions; Executive Vice President, Managing Director, Altegris Investment

Dick, who has more than 18 years of alternative investment experience, began his career on the floor of the Chicago Mercantile Exchange. He subsequently managed the Global Macro CTA Trade Desk for Dean Witter Reynolds. In 1998, he was appointed institutional research executive at the Man Financial managed investments division. Dick is an inaugural member of the Chartered Alternative Investment Association, where he earned the Chartered Alternative Investments Analyst designation. Dick participates in the Vistage Key Executives Business Coaching Program and the Gillispie School.

Kathy Purdon

Kathy Purdon, Chair Elect, Francis Parker School Board of Trustees

Kathy has an extensive background in finance and banking, serving as controller within Chase Manhattan Mortgage Corporation for ten years and as regional vice president of J. P. Morgan Chase’s Mortgage Banking division in Southern California for 17 years. Kathy managed multiple divisions including finance, sales, human resources, operations and compliance within the financial services sector. She has served on Francis Parker’s board of trustees for the past four years, chairing the board governance committee since 2011, a member of the finance committee from 2009 and is a member of the compensation and executive committees. Kathy also served on the Parents’ Association executive board as the lower school vice president for two years and on search committees for Francis Parker.

Jane Rheinheimer

Jane Rheinheimer, Esq., Rheinheimer Smigliani + Drake, APC

Jane’s trial and litigation practice focuses on the defense of professional liability and employment claims. She lectures on wrongful termination and professional liability, and has taught a number of State Bar approved seminars in the areas of employment law and professional liability defense. Jane is accredited by the California Department of Insurance for the continuing education instruction of insurance agents and brokers. She has authored numerous articles on employment litigation avoidance issues and on professional liability defense and is a member of the San Diego Association of Realtors, the San Diego County and American Bar Associations, the State Bar of California, the Association of Southern California Defense Counsel, the San Diego Defense Lawyers Association, and the San Diego Business Trial Lawyers Association.

DebraRogers

Debra Rogers, MA, Nonprofit Advocacy Consultant

Debra is a nonprofit advocacy consultant in San Diego, CA. She works with local nonprofit organizations and their boards, helping to empower them to work with the communities they serve. Debra has advocated for childcare providers, families and children for the last 20 years. In 2013, Debra worked on a team that introduced legislation to encourage mandatory background checks for youth sports coaches and volunteers. In addition, she is currently on a board for a nonprofit that works with adults living with disabilities.

Elsa Romero

Elsa Romero, CPA, Partner, AKT

Elsa is a leader in the public sector and nonprofit group of AKT. She provides consulting and tax services to a variety of clients from small to medium-sized businesses, specializing in nonprofit issues including unrelated business income tax. She has served on various nonprofit boards throughout her career and participates frequently as a speaker for tax compliance and planning for nonprofit organizations. Elsa graduated from San Diego State University with a BS in business administration with an emphasis in accounting.

Laura Roos

Laura Roos, Partner, Southern California Not-for-Profit practice leader, Moss Adams LLP

Laura has been providing audit, accounting and consulting services to nonprofit organizations for 20 years. Her focus is serving a variety of nonprofit organizations including universities, social service and art organizations, and research institutes. She provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations. Laura is the leader of Moss Adams’ San Diego nonprofit practice and has overseen the growth and development of their nonprofit practice in Southern California. In May 2010, Laura was appointed as one of 17 members of the brand-new Financial Accounting Standards Board (FASB) nonprofit advisory committee.

Todd Schultz

Todd R. Schulz, Director of Development, The Old Globe

Todd joined the staff of The Atlanta Opera in 1989, where he served as the director of marketing and public relations through 1994. In December of that year, he became the director of marketing and public relations at the San Diego Opera and in 2001 moved to the Los Angeles Opera as the director of sales and marketing, where in just three years he increased record attendance for a single production by 31%. In 2004, Todd joined the staff of The Old Globe as the director of development.  He has served as a member of the OPERA America Committee for Public Awareness and has consulted in marketing and strategic planning for opera companies in the United States and Germany.

Mary Jo Schumann

Mary Jo Schumann, PhD, Associate Director, Caster Family Center for Nonprofit and Philanthropic Research, University of San Diego (USD)

Mary Jo has more than 20 years of experience in qualitative and quantitative research for organizations in the nonprofit and for-profit sectors. She is particularly committed to designing research that is both rigorous and directly applicable to organizations and the stakeholders they serve. Prior to joining the Caster Center, Mary Jo held positions as a consultant, vice president of research, director of market research and business development, study director, instructor, event manager, and volunteer.

Charlene Seidle

Charlene Seidle, Executive Vice President, Leichtag Foundation

Charlene Seidle is the executive vice president of the Leichtag Foundation where she oversees grantmaking, strategy development and programs. Charlene also serves as senior philanthropic advisor at the Jewish Community Foundation of San Diego where she works with families, supporting family foundations and private foundations to develop philanthropic strategies and turn their vision for impact into action. Charlene won the 2013 J.J. Greenberg Award which is an international prize presented each year to an outstanding professional in the field of philanthropy. Charlene serves on the board of the Jewish Funders Network.

Liz Shear

Liz Shear, MA, Director, Nonprofit Governance Symposium, University of San Diego (USD)

Liz has taught governance and collaborative leadership in USD’s Nonprofit Leadership and Management master’s program for 13 years and has worked in the nonprofit community for over 46 years. She is a community consultant, coach, organizer, designer and the originator and director of USD’s Annual Nonprofit Governance Symposium, now in its eleventh year. Liz’s signature achievement was growing services for youth, families and neighborhoods at San Diego Youth and Community Services from 1975-1995, where she and her team pioneered services and advocacy for runaway and homeless youth in San Diego and around the country. Teaching, creating amazing spaces, gardening, ecology, governance, collaboration, leadership development, organizational design and grandparenting are a few of her passions.

Dalouge Smith

Dalouge Smith, President & CEO, San Diego Youth Symphony (SDYS) and Conservatory

Dalouge has over 10 years of arts administration and production experience. At SDYS, he has overseen development of the organization’s vision to “make music education accessible and affordable for all students.” Dalouge has transformed SDYS from being solely a program provider into a catalyst for restoring and strengthening music education in schools. He previously served as associate director of Mainly Mozart in San Diego and production stage manager at Lamb’s Players Theatre in Coronado. He holds a degree in worlds arts and cultures from University of California Los Angeles (UCLA).

Nancy Smith

Nancy Smith, MSW, Co-Owner, Teamsmith

Nancy has 30 years of experience in the nonprofit sector where she provides technical assistance in program, organizational and resource development and program evaluation. With a broad base of experience including the directorship of several nation-wide technical assistance projects, the chief executive officer of a residential youth employment training center and co-owner of Teamsmith, Nancy has worked with a wide variety of organizations to strengthen their capacity. As part of this effort, she has authored thousands of winning federal, state, and local public and private sector grant applications and worked with a collaboration of corporate and foundation funders to support resident-led efforts in community revitalization. 

LenSonnenberg

Leonard Sonnenberg, CPA, Managing Shareholder, Sonnenberg and Company, CPAs.

As the managing shareholder of San Diego’s largest CPA firm specializing in Homeowners Associations, Leonard has over 40 years in public accounting. He supervises all client engagements from the planning and proposal stage through review and signing of all audits, reviews, reserve studies, and tax returns. He has served as lecturer at state and local conferences and published numerous articles on HOA audits, accounting, and tax issues. In addition, he has served as treasurer and board member for Community Associations Institute, Clairemont Friendship Senior Center, San Diego Jaguar Club, National Masters Racquetball Association, and San Diego Racquetball Association. As an experienced CPA, Leonard is an approved AICPA Peer Reviewer, conducting Peer Reviews of other CPA firms’ professional practices and auditing procedures. 

LindaSpuck

Linda Spuck, CTFA, Vice President and Personal Trust Administrator, The Private Bank, Union Bank

Prior to joining Union Bank in early 2004, Linda served in leadership positions at several nonprofit organizations, including director of development for the San Diego Rescue Mission and the San Diego Historical Society. Her background in nonprofit development helps her to serve The Private Bank’s nonprofit clients. Linda is active in both local and national community service organizations such as the board of directors of Friends of Balboa Park, San Diego Opera, San Diego Grantmakers, dean’s advisory board for the University of San Diego’s School of Leadership and Education Sciences, board development committee Girl Scouts San Diego, governance committee Voices for Children and gift planning advisory council YMCA of San Diego County.

Carol Stachwick

Carol Stachwick, CPA, Manager, AKT

Carol joined AKT in January 2014. She has over twenty years’ experience in nonprofit consulting, auditing and tax issues. Carol currently serves on the audit committee for a San Diego nonprofit and has previously served as president, treasure and board member at various times for several nonprofits. She was a contributing author on the American Institute of CPAs (AICPA) Committee Toolkit for Nonprofit Organizations.

Mark Steranka

Mark Steranka, BSME, Director, Moss Adams

Mark offers over 25 years of experience providing solutions for businesses, nonprofit organizations, and governments throughout the United States. He has directed hundreds of engagements and specializes in working with owners, boards, and senior management of organizations in industries such as agriculture, architecture, construction, engineering, energy, financial services, government, healthcare, higher education, manufacturing, nonprofit, retail, technology, and telecommunications. His areas of expertise include governance, management and organization design, performance improvement, strategic planning, succession planning, and benchmarking.

Mark Stuart

Mark StuartChief Development and Membership Officer, San Diego Zoo Global; President of the Foundation of the Zoological Society of San Diego

Mark leads a staff of 60 for the Zoological Society of San Diego’s Development and Membership Department. San Diego Zoo Global is in the midst of its first ever comprehensive campaign (goal through December 2015: approximately $350 million). In addition, he spearheaded the formation of the Foundation of the Zoological Society of San Diego in 2006 and serves as its founding president. Mark received a master of science in educational administration from Western Maryland College and a bachelor of arts from Albion College. Mark is a member of the Rotary Club of San Diego. He speaks frequently at Council for the Advancement and Support of Education (CASE) conferences on topics such as major gifts strategies, volunteer engagement, and donor communications.

ShellyStuart

Shelly Stuart, CFRE, CSPG, CAWA, Vice President of Development, San Diego Humane Society

Shelly oversees the fundraising and development, public relations and marketing, and education and community outreach divisions of the San Diego Humane Society. She also served as the capital campaign director for the Humane Society’s $10 million capital campaign to build its new campus. During the 14 years that Shelly has lead the San Diego Humane Society’s development efforts, the organization has received more than $130 million dollars in contributed income. Prior to joining the San Diego Humane Society and SPCA, she served as the director of development at Helen Woodward Animal Center in Rancho Santa Fe, CA. Shelly has served on the boards of the San Diego Chapters of the Association of Fundraising Professionals and the Planned Giving Round Table. 

Donald Stump

Donald Stump, MA, Executive Director, Lifeline

Don possesses 30 years of experience working with nonprofit organizations in San Diego County and Boston, Massachusetts that serve youth and families. Since he was appointed executive director in 2007, his accomplishments at Lifeline include strategy development, community engagement, leadership, re-branding, and expanding sources of support to the organization. He serves as the president of North County’s regional collaborative, the Alliance for Regional Solutions and is co-chair of the north region’s Live Well, San Diego Leadership Team. In addition, Don staffs and supports regional leadership for gang intervention and behavioral health working groups. Don has worked with The Preuss School University of California San Diego (UCSD), San Diego Youth & Community Services, Social Advocates for Youth (SAY) San Diego, Inc., Alcohol and Drug Services with the County of San Diego's Department of Health Services, San Diego Foundation and as adjunct faculty member at the University of San Diego (USD). Don is a member of the USD Kaleidoscope Award Committee.

Mary Tovella

Mary Tovella, JD, For Purpose Law Group

Mary Tovella grew up in Scottsdale Arizona, where she earned her Bachelor of Science in Business Management from the W.P. Carey School of Business at Arizona State University after spending several years in the nursing profession. It was because of this experience that she was exposed to the importance of regulation, risk management and entity structure to facilitate a successful and protected social enterprise. Seeking to utilize her knowledge and passion, she recenly earned her Juris Doctorate, graduating cum laude, from Thomas Jefferson School of Law.

During her time at Thomas Jefferson, Ms. Tovella served as a law clerk at The Small Business Law Clinic where she assisted a wide range of local entrepreneurs and small businesses with various business and transactional law services. It was through this experience where she gained a deeper appreciation for the needs of small businesses and emerging nonprofit organizations.

Rubi Trevino

Rubi Trevino, Assistant Director, Board Engagement and Operations for Alumni and Community Engagement, University of California San Diego (UCSD)

Rubi oversees the UCSD alumni board of directors and serves as the advisor to the student foundation and their board of trustees. In the San Diego community, Rubi serves on the advisory board of Young Nonprofit Professionals Network (YNPN) and is the board development chair and most recently was the fundraising chair. Rubi has experience working with different types of governance models, whether it’s an advisory board, governing board, fundraising board or working board. Rubi has developed a passion for the San Diego community and volunteers her time and talent to support several organizations in the area. 

Paul Van Dolah

Paul Van Dolah, MA, Principal, Van Dolah & Associates

Van Dolah & Associates specializes in serving nonprofit community organizations, medical groups and health care organizations. Their services include organizational capacity building, strategic planning, organizational and board development and coaching. Paul’s clients include a broad cross section of the nonprofit community including museums, foundations, schools, religious organizations, health care providers, and social service agencies. Paul also served on the senior leadership team at Hahnemann Medical College and Hospital in Philadelphia, Indiana University Hospitals in Indianapolis, Valley Children’s Hospital in Fresno, California and Children’s Hospital and Health Center in San Diego. He is a member of the American College of Health Care Executives, the American Management Association, the Healthcare Financial Management Association, the Social Entrepreneurs Alliance, the Kellogg College of Consultants and the Medical Group Management Association.

PedroVillegas

Pedro Villegas, MA, Director of Community Relations, San Diego Gas & Electric 

Pedro is primarily responsible for SDG&E’s liaison with community organizations and corporate philanthropy.

From 2007 to 2011, Pedro served as Manager of Regulatory Relations both for SDG&E and the Southern California Gas Company.  In this role, he was primarily responsible for the Sempra Energy Utilities’ advocacy of natural gas, energy efficiency, and customer issues at the California Public Utilities Commission. 

Prior to entering the private sector, Mr. Villegas held several posts in the California State Assembly. 

Mr. Villegas holds a Master of Pacific International Affairs degree from the Graduate School of International Relations and Pacific Studies, University of California, San Diego. He received his Bachelor of Arts degree from the University of Notre Dame.

Joe Watkins

Joe Watkins, PhD, Vice President of External Relations, Point Loma Nazarene University

At Point Loma Nazarene, Joe leads a group of outstanding colleagues who are responsible for sustaining the future of the university through current and future revenue generation, development of charitable giving, strong brand development, community service and presence, alumni relations, legal and legislative oversight for the university as well as development of new revenue generation through external programs. The external relations group generates nearly $100 million annually for the university. As a member of the faculty of the Fermanian School of Business he teaches courses in Management and Business Leadership. As a consultant to outside organizations, Joe’s passion is transforming existing organizations into high performing organizations through leadership development, improved organizational culture, and strategic initiatives. 

JeffWeimann

Jeff Wiemann, Executive Director, Angels Foster Family Network

Kate Wheeler

Kate Wheeler, MA, Senior Director for Development and Strategic Alliances, United Through Reading

Kate leads the program support staff and works closely with United Through Reading’s development and communications committee and its board of trustees to plan and direct program support operations including resource development, data management, outreach, communication and strategic alliances with other nonprofits, corporations and funders. Before joining United Through Reading, Kate served as executive director for a community nonprofit in Aspen, Colorado for four years and then worked as an independent consultant for nearly 10 years, helping diverse nonprofit organizations meet their development and strategic goals.

Melinda Wilkes

Melinda Wilkes, MA, Director of Volunteer Engagement, Jewish Family Service of San Diego

Melinda has worked in the nonprofit sector for over 10 years and specifically in the field of volunteer engagement for more than seven years. She is the director of volunteer engagement at Jewish Family Service of San Diego and a council member of the San Diego Volunteer Administrators Network. Melinda is dedicated to the sector and takes pride in helping individuals and agencies strengthen their volunteer capacity. She has taught volunteer management for several years on a local and national level. Melinda is a certified volunteer administrator through Council for Certificate in Volunteer Administration.

Christy Wilson

Christy Wilson, MA, Executive Director, Rancho Santa Fe Foundation; USD Faculty

As the head of this growing organization, Christy is charged with leading the development function, overseeing more than 250 component funds and creating philanthropic and leadership opportunities in this region. Christy’s accomplishments include creating the Foundation’s Armed Forces Interest Group, BetterTogether and the Rancho Santa Fe Women’s Fund. Christy is a member of the Association of Fundraising Professionals, North County Philanthropy Council, the National Partnership for Philanthropic Planning, USD Nonprofit Institute advisory board, San Diego Grantmakers board, Achievement Rewards for College Scientists and the Rancho Santa Fe Rotary Club.

Brian Yacker

Brian Yacker, CPA, Partner, YH Advisors

Brian has more than 20 years of tax, legal, and accounting experience in exempt organizations. Representative clients include hospitals and other healthcare organizations, universities and colleges and their auxiliaries, private foundations, trade organizations, social clubs, business leagues, social welfare organizations, other public charities, youth organizations, religious organizations, and amateur sports organizations. Brian is actively involved in the AAA-CPA, serving on their board of directors, finance committee and executive committee as well as the American Bar Association and the California Bar Association's tax section. He also serves on the board of directors for BookEnds and as treasurer for the Long Beach Nonprofit Partnership.

Kevin Yaley

Kevin Yaley, MA, MEd, Head of School, Francis Parker School

Kevin has been the 12th head of Francis Parker School since 2010, having previously served as the associate head of school and as director of admissions while also teaching history, ethics and philosophy. Before his decade with Francis Parker School, Kevin taught at the University of San Diego High School. In addition to his extensive teaching and administrative background, he is one of the most successful high school soccer coaches in San Diego history, having led his teams to six CIF championships. Kevin received the Excellence in Teaching award from University of San Diego High School, participated in the Independent Schools Institute at the Harvard Graduate School of Education and was a fellow at the National Association of Independent Schools Edward E. Ford Fellowship for Aspiring Heads. He is a current board member of the California Association of Independent Schools, Board of Standards.