Kelly Alhadeff-Black is a land use and environmental law attorney and is a partner at Lewis Brisbois Bisgaard & Smith. She has served on the Kids Included Together board for the past four years and has held the positions of secretary, 2nd vice president and 1st vice president. She is a graduate of the University of San Diego School of Law. Kids Included Together is a Kaleidoscope Award winner.
Greg Anglea, MA, executive director, Interfaith Community Services. After graduating in June 2003 with a BA in political science from University of California, San Diego, he worked at the Joan B. Kroc Institute for Peace & Justice, first as an intern, then as coordinator of the internship program. He joined Interfaith Community Services as the volunteer coordinator and faith liaison, and went on to serve as the director of development for five years. Greg moved to California State University San Marcos as its director of special and major gifts in May 2011 and was promoted to director of major gifts the following year. Greg is recognized as a premier fundraiser and recruiter of staff members, volunteers and donors. Anglea has served as a board member of the North County Philanthropy Council since January 2009, and is currently president of the board of directors.
Jason T. Baron, MBA is the creator and portfolio manager for the Socially Innovative Investing (S2I) strategy in the investments group within U.S. Trust. Prior to joining U.S. Trust, Mr. Baron served as the group head for the community investing team at Lehman Brothers where he was responsible for the design and implementation of socially responsible and mission-oriented investment products. He is a member of the Hitachi Foundation's investment committee and the vice-chairman of The City School, a Massachusetts based non-profit focusing on youth education and development. He is a guest lecturer and frequent presenter on socially innovative and sustainable investing topics and is currently teaching a course at Bentley University on socially innovative and sustainable investing.
David Bennett, MA, MBA, is San Diego Opera general director. David Bennett joined the Gotham Chamber Opera as managing director in July 2006 and was named executive director in May 2010. He came to Gotham from Dance New Amsterdam (DNA), Lower Manhattan’s center for dance education, creation, and performance, where he served as managing director. While at DNA, he led a $5.7 million capital campaign for DNA’s new home and oversaw the organization’s emergence as a significant producer of modern dance in New York City. Prior to DNA, Mr. Bennett was a senior consultant with Arts Resources International. Before working in Arts Administration, he enjoyed a successful career in opera, appearing as a baritone with a number of companies and orchestras throughout the United States, including the Dallas Opera, the Dallas Symphony, Skylight Opera Theater, and Florentine Opera of Milwaukee.
Stacy Bergman, CPA, principal, YH Advisors. Stacey’s comprehensive professional experience includes nine years in public accounting with two years in the private sector. While in public accounting, the majority of her time was focused on working with her exempt organization clients. Stacey has extensive experience working with exempt organizations in the preparation of their internal financials, helping exempt organizations get ready for financial audits and reviews, the conducting of audits, reviews and compilations for exempt organizations of varying size and the preparation of the information and income tax returns for exempt organizations. YH Advisors is a sponsor of this event.
David Bialis, board chair, Voices for Children. Mr. Bialis is senior vice president and general manager of Cox Communications California and oversees the operations of Cox in Southern California including San Diego, Orange County, and Santa Barbara. Prior to joining Cox, Mr. Bialis held financial management positions at several entertainment companies and was a senior auditor with Price Waterhouse & Cooper. 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. In San Diego, he is a member of the Board of the San Diego Regional Economic Development Corporation, Connect, and La Jolla Playhouse, and he volunteers with Special Olympics. Voices for Children is a Kaleidoscope award winner.
Rochelle Bold, JD, past chair, Voices for Children. From 2003 to 2006, Ms. Bold served as senior vice president of Corporate Development for Wireless Facilities Inc. Her prior experience included serving as vice president of Investor Relations for The Titan Corp., and she has also held executive management positions with Leap Wireless international, the San Diego Regional Economic Development Corporation, and the office of former U.S. Representative Lynn Schenk. Ms. Bold serves on the boards of The Gillispie School, Child Abuse Prevention Foundation, La Jolla Community Foundation, and the Economic Development Corporation/Business Roundtable Education Committee to create High Tech High. She and her husband Bill Bold co-chaired Starry Starry Night 2011, VFC’s annual gala; and she served as VFC’s board chair in FY2012-14. Voices for Children is a Kaleidoscope award winner.
Jenny Bratt is an attorney at DLA Piper. Jenny concentrates her practice on trust formation and administration, incapacity planning, estate, gift and generation-skipping transfer tax, life insurance planning, charitable planning, and intra-family transactions. Jenny is member of the State Bar of California, Trusts and Estates Section Executive Committee (TEXCom). Jenny received her BA in political science, cum laude, from University of California, San Diego, and her JD. and LLM in taxation from the University of San Diego. Jenny is licensed in practice law in California, Connecticut, and New York.
Sonya Campion, is co-founder and trustee, Campion Foundation. Sonya brings a 30+ year career in professional fundraising to her leadership roles as president of the Campion Advocacy Fund. She is a founding board member of Funders Together to End Homelessness, a national network of foundations supporting strategic grantmaking and advocacy to end homelessness; a founder of Philanthropy Northwest’s Capacity Building Learning Circle, a network of 70+ northwest foundations committed to strengthening the non-profit sector; and helped launch the national Stand for Your Mission board advocacy campaign with BoardSource to mobilize Board members for effective social change and to change the advocacy environment by adding the nonprofit voice into the equation. She serves on the Seattle, King & Snohomish YWCA, Whitman College Board of Overseers and Independent Sector. She served for 18 years as vice president of The Collins Group, a regional fundraising consulting firm, working with over 100 organizations. Sonya is a national trainer and speaker on catalytic fundraising and innovative philanthropy.

Mary Ruth Carleton, CFRE, is vice president university relations, San Diego State University. Professional fundraiser in higher education and health care for over 20 years. Experience in higher ed is in both public and private institutions. Currently, leading a $500 million campaign, the first ever for San Diego State University. Supervise a staff of 80 and oversee development, alumni relations, marketing and communications, and the operations of the university's philanthropic foundation. Previously worked as a television newscaster in Dallas, Los Angeles, Seattle and other markets. Affiliated with NBC, ABC, CBS and Fox news outlets.

Alberto Cortés, executive director of Mama's Kitchen for over 12 years, has served the San Diego nonprofit sector since 1987. His areas of expertise include governance, fund development, management; program development, implementation, and evaluation; as well as financial management. Alberto serves as an advisory board member for the Institute for Nonprofit Education and Research at University of San Diego; is a member of the LGBT Community Leadership Council; and serve on the San Diego County HIV Health Services Planning Council representing County District 2. He is a coach with the Fieldstone Foundation Coaching Program.
The Reverend Meg Decker, rector, Trinity Episcopal Church, Escondido. The Rev. Meg Decker was ordained to the priesthood in November of 1990. From the Diocese of Nevada, most of her time as a priest has been at Trinity. Meg’s passions are for intergenerational ministries and faith formation in children, and for the place of creativity in any ministry. Meg currently serves on the Board of Interfaith Community Services. She also leads the Escondido Faith Leaders’ Council. 
*Laura Deitrick, PhD, serves as the director for the Institute for Nonprofit Education and Research at the University of San Diego. She has been a nonprofit executive director, board member, management consultant, and researcher on major nonprofit trends. Laura’s 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 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.
Chic Dohoney, Ocean Discovery Institute, is board treasurer and an audit partner with Deloitte & Touche LLP.   Chic has over 30 years of experience in financial accounting and auditing. He has served clients in a variety of industries including technology, manufacturing, gaming, financial services, and natural resources. His clients include small privately held growth companies and large publicly held companies. Chic’s experience includes managing, developing and growing domestic and international audit teams and he has provided a variety of advice and counsel to companies on matters relevant to business expansion including processes and controls, accounting issues and international business. Ocean Discovery Institute is a Kaleidoscope award winner.
Torrie Dunlap, chief executive officer, Kids Included Together. Torrie has worked in many positions at KIT since 2000, from volunteer to part-time program coordinator, to becoming the CEO in 2012. She is a nationally recognized thought-leader on community inclusion, and is passionate about changing the collective mindset around disability. Kids Included Together is a Kaleidoscope award winner.
Anne Farrell, chief philanthropy officer, Voices for Children. Anne has led the fundraising effort at Voices for Children since 2010, and has been in the nonprofit development field for 38 years. Voices for Children (VFC) is the sole organization designated by the San Diego Superior Court to recruit, train, and manage Court Appointed Special Advocates (CASAs) to speak up for foster children. Prior to VFC, Anne worked in the arts and culture development field for 34 years, 24 of them at the Museum of Contemporary Art in La Jolla. Over her career, she has raised more than $125 million. Anne Farrell received her BA cum laude in art history from San Jose State University in 1973. She is a graduate of the Getty Leadership Institute at UC Berkeley. Voices for Children is a Kaleidoscope award winner.
*Carole M. Fish, MED, CFRE 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. She has also served as a development consultant for more than 13 years and is president of Fish and Lewis Consulting. Carole specializes in nonprofit strengthening, strategic planning, campaign and fundraising planning, feasibility studies, case for support, organizational branding, leadership development and nonprofit coaching. She is a speaker, author, trainer and instructor. 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.
Shara Fisler, MA, is the founder and executive director at Ocean Discovery Institute. Fisler is responsible for securing program resources, leading the executive team, forging new partnerships, and guiding the greater programmatic vision. She has developed highly effective business management practices and sustainability with more than 30% of staff composed of program graduates who have returned to empower students like themselves. Fisler has received several awards, including Sunset Magazine’s Coastal Heroes Award (2010) and the Western Society of Naturalists’ Naturalist of the Year Award (2010). She holds a BS in environmental science and an MA in marine resource management and previously was adjunct faculty at the University of San Diego. Ocean Discovery Institute is a Kaleidoscope award winner.
Kurt Gering, MBA, MEd, is the Ocean Discovery Institute Board Chair and the director of Talent Culture & Capability for the San Diego Country Regional Airport Authority (SDCRAA). With over 15 years of experience in organizational development, he has expertise in workforce planning, performance management, individual development, and succession planning. He holds certification as a Senior Professional in Human Resources (SPHR-CA) and Human Capital Strategist. Prior to joining SDCRAA, Gering served as vice president of Organizational Development & Training at GreatCall, Inc., a wireless health and safety services company, and as director of the Master of Science in Executive Leadership at the University of San Diego. Ocean Discovery Institute is a Kaleidoscope award winner.
Edith A. Glassey, MA, CFRE, associate executive director, Center for Community Solutions, has been involved in nonprofit fundraising since 1987. She has provided strategic leadership in fund development, marketing, PR and communications for causes that involve women’s and children’s issues, education, and health and human services. Edith believes that nonprofit organizations play a significant role in improving the quality of life for San Diegans, and is also a passionate advocate for helping nonprofit organizations to function at the highest level for the betterment of our community. She has served on the Advisory Board for the Institute for Nonprofit Education and Research at the University of San Diego for eight years, the steering committee for USD’s Kaleidoscope Award for Excellence in Nonprofit Board Governance, and the Association of Fundraising Professionals, where she served on the board of directors for 12 years and was the 2008 president for the San Diego chapter.
*Zachary Green, PhD, is a professor of practice at USD’s Department of Leadership Studies. He 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.
David Hanses, director of development, La Jolla Playhouse. David comes to the Playhouse from Chicago’s Museum of Science and Industry (MSI), where he held the position of director, external affairs for the past seven years. Prior to joining MSI, David was vice president of development at the MS Society, Greater Illinois Chapter, where he introduced a major gifts program and increased gala revenues by 20%. David has also served as vice president of resource development at The Georgia Conservancy and as vice president of development and public relations at the Big Brothers Big Sisters of Metro Atlanta. He holds a Bachelor of Special Studies from Cornell College and spent part of his early career on staff as the College’s director of alumni programs and as part of the development team on a $42 million capital campaign.
Renee C. Herrell-Fitzgerald, MA, CFRE, president of RCH Nonprofit Consulting, brings her abundant positive energy and over a dozen years of nonprofit experience to customize strategy for each client. During the past ten years, Renee has served over 30 nonprofit clients and conducted 12 capital campaigns and developed numerous fundraising plans. Renee currently serves as the leadership chair on the University of San Diego Alumni board. She is a member of Women Give San Diego, San Diego Women’s Foundation, and Los Angeles Giving Circle. As an instructor at University of California, San Diego Extension and National University, Renee teaches fundraising and strategic planning and regularly speaks at conferences on topics such as major giving, engaging Gen X and Y as philanthropists and board development. 
Dr. J. Joseph Hoey, IV is the vice-president for accreditations relations and policy at Bridgepoint Education. Joseph holds an EdD from North Carolina State University, a Master of Music from Florida State University, and a BA in Music from UC San Diego. His career of nearly two decades in the performing arts has been followed by over 24 years of experience in assessment, institutional effectiveness, accreditation, and planning.
Kim Hunt, MA, 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. She has taught at all age levels and is currently an adjunct professor of sociology with DeVry University. She is earning a PhD in leadership studies with nonprofit/philanthropic leadership and management specialization at USD.

Steve Jennings, senior vice president, Rady Children's Hospital; executive director, Rady Children's Hospital Foundation. Steve Jennings serves as chief advancement officer for Rady Children’s Hospital, overseeing all aspects of development, marketing and communications for the organization. He recently joined Rady Children’s after spending 11 years at UCLA, first as assistant vice chancellor for development for the college of letters and science and most recently as assistant vice chancellor for health sciences development. Mr. Jennings has more than 15 years of fundraising experience in higher education as well as health and human services, both domestically and internationally. Mr. Jennings earned a bachelor’s degree in philosophy and religious studies from the University of Tennessee.

Marjory Kaplan is president and chief executive officer and Miriam and Jerome Katzin presidential chair at the Jewish Community Foundation San Diego, where she has served since 1994. She has transformed a relatively small organization into a philanthropic leader, regionally and nationally. During her tenure, more than $700 million in grants have been awarded for education, healthcare, the arts and social services in both the Jewish and general community. For the last seven years, the Foundation has been the top grant maker in the county. Under Marjory’s entrepreneurial leadership, the Foundation has developed innovative programs – particularly in the area of endowment building and youth philanthropy – that have become national models. Before serving in her current role, Marjory was a director of development at the Scripps Foundation for Medicine and Science, La Jolla. Her earlier career centered in the corporate world where she held vice president positions in banking, both in the investments and human resources areas. The Jewish Community Foundation San Diego is a sponsor of Friday’s event. Jewish Community Foundation San Diego is a Kaleidoscope award winner.
Dean Nicholas Ladany, PhD, Dean of the School of Leadership and Education Sciences (SOLES). Dean Ladany joins SOLES from Santa Clara University, where he has been dean for the School of Education and Counseling Psychology. Ladany, a native of Washington D.C., holds a PhD in Counseling Psychology from the University of Albany. His interest in psychology stemmed from a desire to help others: “I wanted to help people and was left with the question of how to translate that into a profession. Counseling psychology fit that well because it integrates social justice, multiculturalism and diversity. The social justice aspect has always been very important to me.” Before coming to USD, Ladany was a faculty member at Temple University and the University of Maryland and was a professor at Loyola Marymount where he served as the director of the LMU counseling programs.
Sharon M. Lawrence, Esq., president/CEO, Voices for Children. Sharon Lawrence serves as the president/CEO of Voices for Children, which has experienced extraordinary growth and recognition under Ms. Lawrence’s leadership. VFC is now the third oldest California CASA program, the largest in the state, and one of the top five CASA organizations in the nation. Prior to joining Voices for Children in 1997, Ms. Lawrence specialized in medical malpractice defense work as an attorney with the law firm of Lewis, D’Amato, Brisbois and Bisgaard in San Diego. She received her Bachelor’s degree in Psychology, Speech Communications, and Political Science from the University of Denver in 1985 and her law degree from the University of Texas in 1988. Voices for Children is a Kaleidoscope award winner.
Carol Lazier, board president, San Diego Opera. Carol Lazier was born and raised in the San Francisco Bay Area, attended the University of California, Los Angeles and Foothill College. The family relocated to the San Diego area in 1994. She has been instrumental in local “startup” educational and youth mentoring programs such as Sweetwater Unified School District/San Diego State University’s Compact for Success, YMCA’s Turning Point, and Solutions: Exploring Success Post High School. Carol currently serves on the boards of San Diego Museum of Art, and Solutions: Exploring Success Post High School and is the president of the Board of Directors of San Diego Opera.
Pat Libby, MA, Pat Libby Consulting, has been an academic, senior executive, board member, and consultant assisting innumerable nonprofit organizations and foundations since 1978. Her consulting practice involves working with organizations to recruit executives, think and plan strategically, and find practical solutions to complex problems. For 14 years she served the University of San Diego as the founding director of its Nonprofit Institute. The Institute is frequently cited as one of the nation’s premier academic centers dedicated to advancing the work of philanthropic organizations. Her executive management experience also includes eight-years as president/CEO of the Massachusetts Association of Community Development Corporations which she transformed into a national model while leveraging nearly $200 million for community development. Pat is the author of The Lobbying Strategy Handbook, (Sage 2012) and is co-author of Cases in Nonprofit Management: A hands-on approach to problem solving (forthcoming Sage 2016).
Mike Lichtenberger, CPA, is a shareholder of Mayer Hoffman McCann P.C. and a managing director at CBIZ MHM, LLC. He has been with the firm since 1991 and focuses on several different industries. Mike is a former chair of the MHM review of financial statements, internal controls, and business consulting for public & private companies, employee benefit plans and non-profit organizations. His employee benefit plan experience includes a risk based audit approach for 401(k), 11-K, 403B, defined benefit and health and welfare plans. Mike is 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.  Mayer Hoffman McCann P.C./ CBIZ MHM, LLC. is a sponsor of the event. 
Bill Littlejohn, CEO of the Sharp HealthCare Foundation and senior vice president of 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, PhD, is director of development for Saint Vincent Paul Village, after six years as USD School of Leadership and Education Sciences faculty. Prior, 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. Mary is co-chair of the Kaleidoscope Award for Exceptional Governance committee.
Genette McGowan, is Ocean Discovery Institute’s board vice chair and the owner of Home Away From Home, where she coordinates necessary vendor services for absentee and busy homeowners. She became involved with Ocean Discovery through ties with Bumble Bee Foods, Inc. Genette’s role 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. Ocean Discovery Institute is a Kaleidoscope award winner.
Andy Maffia, CPA, is a senior manager at AKT and leads the public sector and nonprofit group. Andy has provided audit, consulting, and tax services to a variety of nonprofit organizations for the past ten years. He 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. AKT is a sponsor of this event. 
Sean Mahoney, executive director, zero8hundred program. Sean is a senior leader who instills positive climate; proven team builder. With 20+ years of broad management experience, he’s known for integrity and constructive communication and is consistently recognized for successful collaboration with diverse stakeholders. Sean has significant expertise in Public & Governmental Relations, Personnel Administration, Strategic Planning, Budgeting, Financial Management, Logistics, Installation Management, Security, Incident Management, Operations, and Business Continuity.
Deirdre Maloney, president, Momentum LLC, 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.
Janine Mason, MA, CNP, executive director of the Fieldstone Foundation. She is the architect of The Fieldstone Leadership Network, a continuum of leadership training and learning opportunities for nonprofit leaders, which has received national recognition. Janine received her undergraduate degree in psychology and graduate degree in Nonprofit Management and Leadership from USD. Janine is a graduate of the Executive Program for Philanthropy Leaders at Stanford.  She has earned her national certification in Nonprofit Management and Leadership. Janine is a graduate of LEAD San Diego and was recognized as LEAD Alumni of the Year Award for her work on the San Diego Children’s Initiative. In 2015, Janine was presented with the Author E. Hughes Career Achievement Award at USD’s annual Alumni Honors event. Janine currently co-chairs the advisory board of USD’s Nonprofit Institute and serves on the USD Alumni Board. Throughout her career, she has served on various boards in the San Diego community, including San Diego Grantmakers, San Diego Blood Bank Foundation, Harmonium and the BIA Cares Foundation.
Patricia Jo Mayer, CPA, is a senior tax manager for Moss Adams LLP, where she specializes in tax and related tax planning with emphasis in not-for-profit organizations and private foundations. Patricia is Moss Adams’ Southern California regional nonprofit tax expert and quality control tax reviewer for nonprofit audit reports.  Patricia serves on Moss Adams’ Not-for-Profit 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. Patricia 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. Moss Adams, LLP, is a sponsor of this event.
Ron Mitchell, CPA, is a partner at AKT, specializing in non-profits and healthcare organization. Over a 30 year period, Ron 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 the current president of the Mira Costa College Foundation. He was also honored for his outstanding leadership by California Healthcare Association while serving sixteen years as an elected board member at TriCity Hospital District. He has also served as managing partner for a top ten San Diego CPA firm. 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. AKT is a sponsor of this event.
*Tim O’Malley, PhD, vice president of 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. 

Jena Olson has been a social justice educator and consultant since 2004, specializing in using experiential education to facilitate deep and meaningful conversations around issues of race, gender, class, sexual orientation and ability. Jena is a graduate of the Social Justice Training Institute, and has presented at the Annual National Conference on Race and Ethnicity in American Higher Education by The Southwest Center for Human Relations Studies. She is currently pursuing a master’s degree in Nonprofit Leadership and Management at University of San Diego.

Scott Pearson is a board member of the Ocean Discovery Institute and director of environmental services for San Diego Gas & Electric Company (SDG&E), where he is responsible for overall leadership and direction to the Environmental Services organization. This organization is responsible for environmental regulatory compliance, including regulations related to the protection of air and water quality. Prior to accepting this role, he served for four years as senior environmental counsel in the Law Department for Sempra Energy, the corporate parent to SDG&E. Overall, he has practiced for 13 years as an environmental attorney. Pearson holds a BS in business and management from the University of Redlands, and a Juris Doctor from the UCLA School of Law. Ocean Discovery Institute is a Kaleidoscope award winner.
Dick Pfister, CAIA, board member, Voices for Children. Mr. Pfister is CEO and founder of AlphaCore Capital, LLC, a La Jolla-based investment advisor. Previously, he was an executive vice president, managing director, and original partner of Altegris Investments, and he has 20+ years of alternative investment experience. Mr. Pfister began his career on the floor of the Chicago Mercantile Exchange as a technical analyst and trader. He then managed the Global Macro CTA Trade Desk for Dean Witter Reynolds. He is an inaugural member of the Chartered Alternative Investment Association and earned the Chartered Alternative Investments Analyst (CAIA) designation in September 2003. He also accepted the First Annual Corporate Recognition Award from the Chartered Alternative Investment Analyst (CAIA) Association. Mr. Pfister graduated from University of San Diego in 1993 and holds a BS in business administration with a concentration in finance. He is also a member of the USD Emerging Leaders Council and actively participates in the Vistage Key Executives Business Coaching Program. Voices for Children is a Kaleidoscope award winner.
Kathy Purdon is chair of the Francis Parker School Board of Trustees. She has 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 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 Parker. Frances Parker School is a Kaleidoscope award winner.
*Jane Rheinheimer, Esq,, was admitted to the bar in 1987, California and U.S. District Court, Southern District of California. Her trial and litigation practice focuses on the defense of professional liability and employment claims. Jane 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. She is accredited by the California Department of Insurance for the continuing education instruction of insurance agents and brokers. Jane 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.
Elsa Romero, CPA, is a partner at AKT and is a leader in the public sector and nonprofit group. Elsa 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 degree in business administration with an emphasis in accounting. AKT is a sponsor of this event.
Laura Roos has been providing audit, accounting and consulting services to not-for-profit organizations for 20 years. Her focus is serving a variety of not-for-profit 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 our firm's San Diego not-for-profit practice and has overseen the growth and development of our firm's not-for-profit practice in Southern California. In May 2010, Laura was appointed as one of 17 members of the brand-new FASB Not-For-Profit Advisory Committee. Moss Adam LLP is a sponsor of this event.
Becky Sanford, lead navigator at zero8hundred. As the daughter of a World War II Air Force veteran, Becky Sanford grew up in a military culture. Every uncle on both sides of her family was a combat veteran. Her brother and former husband are combat veterans from the Vietnam War, and her one nephew is currently deployed overseas as an EOD Specialist. Becky is very tied to serving the veteran community. After a career in education, Becky returned to school, attending USC for her Master’s degree in Social Work (MSW) specializing in military and veteran issues. Since then she has worked in Los Angeles with homeless veterans. In addition, Becky was a USC field instructor overseeing second year interns. Becky is now an official “San Diegan” and joined Zero8Hundred, eager to help smooth the road for our transitioning military populations, both veterans and their families. Additionally, she will serve again as a USC field instructor, working with our navigators who are MSW graduate students.
*Patti Saraniero, EdD, faculty, University of San Diego, Leadership Studies. Dr. Patti Saraniero is principal of Moxie Research, an independent program evaluation firm collaborating with arts organizations, non-profits, and school districts. She is also visiting faculty in the graduate theatre program at the University of California, San Diego. Her research and evaluation interests focus on arts and education, leadership in the arts, and ethics. Previously, she directed the education programs at La Jolla Playhouse and the Old Globe Theatre, and worked as a stage manager at a number of regional theaters around the country.
Todd Schultz, vice president for institutional advancement, San Diego Symphony. 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, PhD, is the director of the Caster Family Center for Nonprofit and Philanthropic Research. She 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 of consultant, vice president of research, director of market research and business development, study director, instructor, event manager, and volunteer.

*Liz Shear, MA, has taught governance and collaborative leadership in USD’s Nonprofit Leadership and Management master’s program for 14 years. She is also the originator and director of USD’s Annual Nonprofit Governance Symposium, and a community consultant, coach, organizer and designer. Liz has worked in our community for over 46 years. A 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 here and around the country. Teaching, creating amazing spaces, gardening, ecology, governance, collaboration, leadership development, organizational design and grand parenting are a few of her passions.

Susie Sides, trustee, San Diego Center for Children.  Ms. Sides has 25 years of experience in the energy industry at San Diego Gas & Electric, focusing on strategic planning, sales, marketing, branding, customer relations, energy conservation and green technologies; she was also a 10 year board member and Secretary of the Contrib Club – a non-profit SDG&E employee organization responsible for promoting and managing the company’s philanthropy.  She has also served as a Court Appointed Special Advocate (CASA) for Voices for Children and as a volunteer for the San Diego Chapter of the American Red Cross.  She was business mentor and vice-president of Marketing for the San Diego chapter of SCORE, a national non-profit organization that provides services to small business owners and start-ups.  Recently, Ms. Sides served on the Board of Trustees of the San Diego Center for Children where she and her husband, Jim Avery, were instrumental in raising nearly $750,000 for the Center through various fundraising events in four years.  She also chaired the Center’s Executive Search, Marketing, and Development and Communications Committees.  Ms. Sides was born in northern California and raised in San Diego.  She is a graduate of San Diego State University with a Bachelor of Science in Business Management, and holds a Master’s of Science in Organizational Management.  

Jill Skrezyna, board member, Voices for Children. Ms. Skrezyna, with a Master’s in Public Health, has managed and directed maternal and child health programs at the city, county, and state levels, including during her time in the Peace Corps. In Oregon, she was the manager, child health section, of the Center for Child and Family Health. She is a former Court Appointed Special Advocate (CASA) for Voices for Children and an active volunteer at both The Bishop's School and The Gillispie School. Voices for Children is a Kaleidoscope award winner.
Dalouge Smith, president & CEO, joined the San Diego Youth Symphony and Conservatory in February of 2005 with over ten 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.” In this time, 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 and holds a degree in worlds arts and cultures from UCLA. San Diego Youth Symphony is a Kaleidoscope award winner.
Ernie Smith, vice chair of governance, San Diego Youth Symphony and Conservatory Board of Directors. Ernie joined the San Diego Youth Symphony Board in 2010 with more than 40 years of leadership experience in the field of education, in a variety of settings, in youth development in the San Diego area. Prior to joining the Youth Symphony Board, Ernest was the principal at University High School. He began his career in the San Diego Unified School District (SDUSD) where he taught instrumental, choral and general music at the elementary, middle and high school levels. He was honored at the White House for his work in the creation of a broad-based physical activity program for high school students. Ernest also received the San Diego Film and Video award for Best Educational Video for his Training video focused on conflict resolution strategies for working with youths. Ernest holds a Bachelor of Arts in music education from Bowling Green State University and Masters of Education Administration from Azuza Pacific University. He also has served on the Board of The Preuss School UCSD, A National Blue Ribbon School. San Diego Youth Symphony is a Kaleidoscope award winner.
Linda Spuck, CTFA, is vice president and trust officer at The Private Bank at Union Bank in downtown San Diego. Prior to joining Union Bank in early 2004, Linda served in leadership positions in several non-profit organizations, including director of development for the San Diego Rescue Mission and the San Diego Historical Society. Her background in non-profit 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, board of directors San Diego Opera, board of directors San Diego Grantmakers, dean’s advisory board University of San Diego 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. Union Bank is a sponsor of this event.
Mark Stuart, CFRE, president at Foundation of San Diego Zoo Global. 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. 
Donald Stump, MA, 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 and 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, he staffs and supports regional leadership for gang intervention and behavioral health working groups. Don has worked with The Preuss School UCSD, San Diego Youth & Community Services, SAY San Diego, Inc., Alcohol and Drug Services with the County of San Diego's Department of Health Services and San Diego Foundation and as USD resource development faculty. Don is a member of the Kaleidoscope Award Committee.

Haeyoung Kong Tang, board member, Voices for Children. Ms. Tang received her BS in chemistry from Duke University and PhD in pharmacology from the University of Pennsylvania. She did a postdoctoral fellowship at New York University and completed a course in Governance for Nonprofit Excellence at Harvard University in 2011. For the last six years, Ms. Tang has served on The Gillispie School Board of Trustees. Among the nonprofits Ms. Tang supports are The Salk Institute, La Jolla Music Society, Project Concern International, Rady Children's Hospital, Las Patronas, and the Environmental Defense Fund. She served as a co-chair of Starry Starry Night 2014. Voices for Children is a Kaleidoscope award winner.

Richard Tollefson, president, The Phoenix Philanthropy Group. Richard established The Phoenix Philanthropy Group with over 20 years of fundraising and advancement management experience. The Phoenix Philanthropy Group partners with organizations and individuals to build the strategies and resources to optimize their impact on our global society. Prior to starting The Phoenix Philanthropy Group in late 2004, Richard served as the vice president of institutional advancement at his alma mater, Thunderbird School of Global Management, the world’s leading provider of international management education. Richard has worked with other acclaimed institutions, such as the Master Chorale of Orange County, The Joffrey Ballet, the University of Arizona, and Arizona State University, serving as a part of the leadership team of a $600 million campaign, and building comprehensive and sophisticated fundraising operations and innovative constituent relationship programs from the ground up.
Scott Tritt, immediate past president, Kids Included Together. Scott is a media professional who spends a significant portion of his time supporting San Diego non-profits. He is a partner with Social Venture Partners, and has served on the Kids Included Together board for six years. Kids Included Together is a Kaleidoscope award winner.
*Paul Van Dolah, MA, serves as the principal of Van Dolah & Associates, which specializes in serving non-profit 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. He teaches business development in the graduate program at USD.
Vernetta Walker, JD, vice president, programs and chief governance officer for BoardSource. She has worked with many national and international nonprofit organizations addressing a wide range of governance issues, from how to start a nonprofit organization, to improving board engagement and performance, and restructuring complex entities. Her areas of expertise include board roles and responsibilities, board self-assessments, understanding conflicts of interest and legal compliance, exceptional practices, and transformative governance. Vernetta provides governance counsel, training, and solution-based strategies to clients, which have included Habitat for Humanity International, Corporation for Public Broadcasting, YMCA, Smart Start agencies, U.S. Black Chamber, and the Concordia University system, among others. Vernetta also leads BoardSource's diversity and inclusion work to help nonprofit boards address the challenges and obstacles of integrating successful diversity and inclusion strategies and practices. She practiced law for a large firm in Orlando, Florida, for several years and also served as associate general counsel for the Maryland Association of Nonprofit Organizations, rendering technical assistance, consulting, and training to many of its 1400 member organizations. Prior to Maryland Nonprofits, Vernetta served as foundation advocacy counsel for the Alliance for Justice and director of the administration of Justice Grants Program for the Florida Bar Foundation. She has served on several boards, including Planned Parenthood, Lynx (Orlando's regional transportation authority), the Paul C. Perkins Bar Association, and the Valencia Community College Advisory Board. She received a Juris Doctor degree from the Washington University School of Law, St. Louis, Missouri, and a Bachelor of Arts degree from the University of Maryland, College Park, Maryland. She is admitted to the Florida and Maryland state bars.
Joe Watkins, PhD, vice president of external relations, Point Loma Nazarene. 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. 
Brian Yacker, CPA, is a partner at JDYH Advisors, The Exempt Org Experts. Brian has over 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. YA Advisors is a sponsor of this event.
Kevin Yaley, MA, MEd, 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 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. Frances Parker School is a Kaleidoscope Award winner.
* Denotes USD faculty