Sponsored by


 

 

Keynote Speakers

 

Dan Pallotta
Luncheon Keynote Speaker
 

Governor

Chris Gregoire

Closing Session Keynote Speaker
 
Kristin McSwain
Opening Session Keynote Speaker

 

 

 

2010 Workshop Presenters

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

 

Beth Altman

Beth Altman is the Assistant Director, of Direct Mail at the University of Washington Foundation. She is in charge of mailing over one million pieces of mail per year to a solicitable population of over 300,000. The UW Direct Mail program is a leader in higher education annual giving programs due to the use of variables, data, segmentation and integration with its annual giving counterparts, Student Calling and Online Giving.

 

Terry Axelrod

Terry Axelrod, founder and CEO of Benevon, has more than 30 years of experience in the nonprofit field, including founding three nonprofit organizations in healthcare and affordable housing.  She created the Benevon Model in 1996 after serving as Development Consultant to Zion Preparatory Academy.  There she designed and implemented the fundraising and marketing programs which yielded $7.2 million in 2.5 years.  Terry is a highly sought-after national and international speaker.  She is the author of Missionizing Your Special Events, Beyond the Ask Event, the Raising More Money Series, and The Joy of Fundraising

Kristen Brace

Kristen Brace is a senior employee benefits consultant with Gallagher Benefit Services of Washington. She serves as a strategic advisor to a number of organizations in our state, helping them develop and implement benefits strategies aimed at maximizing efficiencies and value. Kristen has worked in the employee benefits industry for more than 16 years. She sits on an advisory board for Premera Blue Cross.

 

LueRachelle Brim-Atkins Session One: Can't We Just All Get Along? Answers to Questions that Keep Nonprofit Leaders Up at Night

LueRachelle Brim-Atkins is founder and principal consultant of Brim-Donahoe & Associates, an organization consulting and training firm based in Seattle with clients throughout the U.S.  She is an innovative, dynamic and inspirational keynote speaker, consultant, communications and performance coach, trainer, educator, and published author with more than 30 years experience in the public, private and non-profit sectors. LueRachelle designs customized training programs that focus on leadership, management, cultural competence, diversity, cross-cultural communication, and social change. Prior to establishing Brim-Donahoe & Associates, LueRachelle was Director of Staff Training and Development at the University of Washington for 15 years, where she was responsible for Organization Development and other interventions for the 10,000 University of Washington staff.

Susie Burdick  

Susie Burdick has been a leader in the nonprofit sector for over 35 years and is currently CEO of the Hearing Speech and Deafness Center. Her work has crossed sub-sectors including the arts and health and human services, and has crossed cultures in the United States and Russia.  Susie currently serves in leadership roles on a local, regional, and national level.  Her greatest professional strengths are in leadership, vision, interpersonal skills, fundraising, nonprofit management, presentations, and taking projects from conception to successful completion. Her vision, organization skills and attention to detail combined with her infectious energy and enthusiasm well serve the organizations in which she is involved.

 

Sonya Campion Session Two: The Essential Trio (CEO, Board Chair & Development Director): Collective Leadership for Successful Fundraising

Sonya Campion is a certified fundraising expert (CFRE) with more than 25 years of experience working with more than 200 nonprofit organizations in the Pacific Northwest. She recently concluded 19 years as a principal of The Collins Group, a regional fundraising consulting firm specializing in fundraising strategies and capital campaigns.  As the foundation's co-founder, Sonya focuses on advocacy and the support needed to end homelessness in Washington State. Through engagement and a spirit of partnership, she believes the foundation can challenge leaders in the nonprofit community to build stronger organizations with effective fundraising, informed contributors, enhanced leadership and passionate advocacy that will increase their capacity to achieve their mission.

Larry Clark

Larry Clark is passionate about social change. Inspired by the work of his own organization as a successful social enterprise, Larry led the team that founded MissionWise, the division of C.H.E.F. that helps nonprofits become stronger and more sustainable in their efforts to eliminate health inequities.  Larry is nationally recognized as a cutting-edge thinker and innovative leader and is a distinguished speaker on social enterprise and entrepreneurial thinking in the nonprofit sector.

Lisa Cohen Session One: Advocacy & Your Organization: How Others Do It

Lisa Cohen is the Director of the Washington Global Health Alliance, a coalition of the state’s leading global health organizations. Ms. Cohen’s career includes 25 years in journalism as a newsroom manager for Seattle television affiliates KOMO, KING, KIRO and KCPQ, and as a documentary and special projects producer for CBS “60 Minutes” and “The Early Show”. She served as interim Executive Director for Seattle CityClub and as Communication Advisor for Governor Christine Gregoire during the 2004 election. She is an adjunct journalism professor at the University of Washington, where she earned degrees in Broadcast Journalism and International Communications. She serves on the Washington Biotechnology and Biomedical Association Board, the Chancellor’s Advisory Committee for the Seattle Central Community Colleges and advisory boards for Global Washington, “We Work for Health”, SBRI’s BioQuest program and Global Health Nexus, Seattle.


Christopher Davenport

 Christopher Davenport has been a filmmaker/storyteller for 20 years.  He worked on feature films in Hollywood and had his own documentary production company.  In 2007, Chris changed his company to 501 Videos and now exclusively helps nonprofit organizations ?nd and tell their most compelling stories for their audiences/donors.  Chris also produces “Movie Mondays for Fundraising Professionals”, a free weekly video series for those serving the nonprofit community.

Cheryl

Di Re

Cheryl Di Re helps leaders accelerate their learning and attainment of personal, professional and organizational goals.   In addition to decades of business experience in Fortune 500 companies, she is a professionally certified coach.  Cheryl served as CSO for Washington Gives, past President of Philanthropy Northwest, and received the Washington State Evergreen Award for outstanding support of philanthropy and volunteerism. She has also lead several peer coaching circles for Executive Alliance.

Howard Donkin, CPA

Howard Donkin, CPA and Partner at Jacobson Jarvis, specializes in serving not-for-profit organizations’ tax-related needs. Howard has served on a number of federal and state advisory panels contributing to the development and interpretation of tax laws impacting not-for-profits, including the Redesigned Form 990. He is also a frequent speaker on federal, state and local tax issues. In addition to his professional service, Howard has served on several not-for-profit boards.

Carolyn Hojaboom, CPA, MNPL

Carolyn Hojaboom, CPA, MNPL and Principal at Jacobson Jarvis, has provided professional services as an audit partner in a regional accounting firm, as the Executive Director for a healthcare foundation, and volunteered in board leadership positions for various organizations.  She is recognized for her ability to identify areas to enhance or improve an organization’s operations where her recommendations have been found to be intuitive, innovative and pragmatic.

Susan Howlett

Susan Howlett has been strengthening nonprofits for nearly 35 years as a board member, development director, grant-maker, executive director and consultant.  Long-term core faculty in UW’s Fundraising Certificate Program and creator/instructor of Bellevue College’s Nonprofit Management Certificate, Susan co-authored Getting Funded: The Complete Guide to Writing Grant Proposals with Mary Hall.  She speaks, trains and consults nationally, offering practical solutions to systemic problems using humor, interactive exercises and chocolate!

Kate Joncas Session One: Advocacy & Your Organization: How Others Do It

 

Kate Joncas is the President of the Downtown Seattle Association. She has over 30 years of experience in community and Downtown development around the country and in the private, public and non-profit sectors. Kate formerly served as Senior Program Associate with the National Main Street Center in Washington, D.C., where she worked with over one hundred downtowns and commercial districts around the United States.  Previous experience also includes working for the Oregon Downtown Development Association, a planning and urban design firm in Detroit and the Massachusetts Office of Community and Development. She has written workbooks on market analysis, business recruitment, board management, business improvement districts, and a handbook on upper story housing, “Living on Main Street.”

Chris Kertson

 

Chris Kertson of CSG Systems has been a direct marketing consultant working exclusively with nonprofits for the past 13 years.  A graduate of Washington State University in Business and Marketing, Chris works with several northwest nonprofits including UW Foundation, Seattle Children’s, MultiCare Health System, Franciscan Health System and the Woodland Park Zoo.  Chris has been a guest speaker for the Nonprofit Direct Marketing Association, Xerox and The Direct Mail Summit.

Martin Kooistra

As Chief Executive Officer, Habitat for Humanity – Seattle/South King County, Martin Kooistra has been working in various capacities with Habitat for Humanity for more than 20 years. He accepted the position as CEO of Habitat’s Seattle/South King County affiliate in August 2008. Marty holds a Bachelor’s degree in Social Work from Dordt College. He grew up in a small town in Iowa and owned his own successful construction company before deciding to dedicate his life to promoting social justice and reducing poverty. 

Rick Lynch

Richard Lynch is the co-author of the book Volunteer Management, the best selling book in its field in the US, China and the Ukraine. As a trainer, author, and coach, he helps managers create productive workplaces for both paid and unpaid staff.  He has done volunteer management workshops in the US, Canada, Australia, Britain, Ireland, Russia, and Singapore.

Briana Marrah

With over nine years’ experience in the practice of integrated branding, Briana provides organizations with the tools they need to make shifts in their business strategies, people and communication so they can live up to what they promise. In addition to her consulting work, she started an online brand manager community–-IntegratedBrand.com . Briana's clients have included Microsoft, Group Health Cooperative, GE Medical, Mayo Clinic, Bowker and ProQuest.

 

Mark McCampbell Session Two: The Essential Trio (CEO, Board Chair & Development Director): Collective Leadership for Successful Fundraising

Mark McCampbell, currently serving as Interim Executive Director joined Seattle Symphony in June 2008 as Vice President of Development. A 30-year veteran of non-profit management and fundraising, McCampbell has served organizations focused on education, human services, world relief and healthcare. Before joining the Symphony, McCampbell was at Virginia Mason Foundation, where he oversaw the Foundation’s $100 Million Comprehensive Fund Campaign as Campaign Director. A Certified Fund Raising Executive (CFRE), he was previously President and Executive Director of Northwest Hospital Foundation.

Ann M. McCreery

Ann M. McCreery, a Managing Consultant of Organization Development at Waldron & Company, has more than 25 years’ experience as an operating manager and director, program evaluator, operating systems designer, professional organization developer, survey developer, organizational consultant, trainer, educator and writer. She has served as a member of the faculties at Washington State University and at the University of Washington, where she taught management, organization and systems development, and research.  Ann is an experienced internal and external consultant to business, health care, and life-sciences, public administration, public and private sector governance boards and bodies, not-for-profit organizations, and educational institutions.

Thomas W. Mesaros, CFRE

 

Tom joined the Alford Group as a Vice President in 1995 and in 2001 was named Vice Chair and Chief Operating Officer.  In 2003, Tom was appointed President and Chief Executive Officer to build upon The Alford Group’s 30 year history of strengthening not-for-profit organizations nationwide.  As an Alford Group consultant, he has been directly involved with over 60 clients throughout the country.  The firm has three offices:  Seattle, Chicago and Hartford.

Lisa Norton, J.D., M.B.A .

Lisa Norton is a Seattle-based attorney whose practice concentrates on serving nonprofit organizations. Lisa brings to bear over 20 years of experience working with large and small for-profit and not-for-profit organizations on federal, local and international legal and tax matters.  She received her bachelor's degree, summa cum laude, from the University of Rochester, law degree from Harvard Law School, and Masters of Public Administration from the University of Washington.

Laura Pierce

Laura Pierce founded Laura Pierce Consulting, dedicated to helping nonprofits thrive, in 1998.  LPC provides board development consulting, strategic planning facilitation and capacity building services.  Prior to consulting, Laura worked for ten years in the nonprofit sector.  She teaches nonprofit management at the UW Evans School and Nonprofit Certificate Program, and leads training workshops for United Way of King County and the Nonprofit Assistance Center.

 

Ed Rogan

Ed Rogan, Executive Search Practice Leader with Waldron & Company since 1995 brings more than seventeen years of professional human resources experience to the Firm. In addition to leading the Firm’s Executive Search Practice, Ed consults in the areas of career transition, outplacement, testing, assessment, and performance management. He has led the Firm’s administrative functions including facilities, technical resources, and vendor relations, as well as managing the Firm’s field offices in Salt Lake City, UT and Boise, ID.

Sarah Schacht

Sarah Schacht is a political entrepreneur who searches for simple technology solutions to complex social problems. She has broad political experience in youth outreach, crafting technical plans, online organizing, and field work.  She is the founder of Knowledge As Power, a 501c3 nonpartisan organization which provides Washingtonians online tools to track legislation on any issue and communicate effectively with their legislators. Sarah is a 2008 Echoing Green Semi-Finalist, a Ford Foundation Partnership Grantee, Sunlight Foundation grantee, and a contributor to an upcoming book on American government and communications technology.

Jan Searing

Jane Searing is a tax shareholder with Clark Nuber in Bellevue, Washington. She leads the firm’s public charity and private foundation tax practice. Jane is the immediate past chair the AICPA Exempt Organization Technical Resources Panel which addresses tax issues facing exempt organizations at a national level. She specializes in issues of public disclosure, income and excise tax planning for exempt organizations and their taxable subsidiaries, international financial transactions and compliance, as well as complex social venture structures and charitable giving strategies. She has extensive experience with IRS examinations, appeals, exemption applications, and ruling requests. She is a graduate of the University of Washington and holds a master’s degree in Taxation from Golden Gate University.

Alan Strand

Session Three: The Basics of Contributed Income

Alan Strand has an extensive background in nonprofit accounting, primarily at the California Association of Nonprofits as Director of Finance and Quality Reporting and as a consultant. He developed the content for “My Financial Management Plan” for the Nonprofit Risk Management Center, and is an experienced trainer. Alan joined the Nonprofit Center in November as the Senior Program Director where he manages the Center’s financial services and markets the Center’s programs.


Donald Summers

Donald Summers is Director of Altruist Partners LLC, a Seattle fund raising boutique that delivers best-practice business development and fundraising expertise and support to non-profits at subsidized rates.  His current research focuses on fundraising best-practices in higher education, and his most recent essays, articles and commentary have been published by the American Academy of Arts and Sciences, the Chronicle of Higher Education, and Harvard Magazine. He is a graduate of Middlebury College and Harvard University and is currently writing a dissertation on fund raising best practice at the University of Washington. 


Jim Theofilis Session One: Advocacy & Your Organizational: How Others Do It

Jim Theofilis, the Executive Director of the Mockingbird Society, is a highly motivated professional with more than twenty years experience in the mental health field; ten years of management experience and a proven track record working successfully with children and adolescents.  He possesses an extensive background in media relations, fundraising, advocacy, and government relations.  Jim is an innovator with extensive experience in public speaking, public policy, budgeting, strategic planning and program development.


Jen Travis

Jen Travis has 12 years of experience in integrated and online branding, working with various private, non-profit and public organizations. She leads Parker LePla’s Online Brand EX group, specializing in strategies that enable clients to grow their donor bases, increase their community awareness and build their foundation of support for greater sustainability.  Over the years she’s worked with Thrive by Five Washington, Kitsap Humane Society, and Group Health Cooperative.

 


Laura Pierce

Laura Pierce founded Laura Pierce Consulting, dedicated to helping nonprofits thrive, in 1998.  LPC provides board development consulting, strategic planning facilitation and capacity building services.  Prior to consulting, Laura worked for ten years in the nonprofit sector.  She teaches nonprofit management at the UW Evans School and Nonprofit Certificate Program, and leads training workshops for United Way of King County and the Nonprofit Assistance Center.

Nikki Russell

Nikki Russell is currently the Volunteer Initiatives and Training Manager for United Way of King County’s  Volunteer Center.  She has developed workshops and trainings for local conferences and tailored trainings in volunteer program management to meet the needs of local nonprofit organizations.  Nikki serves on the Board of the Volunteer Administrator’s Network (VAN) Northwest.  Her non-profit background includes 12 years of experience in program planning and volunteer program management.

 

Scott Schaffer

Scott Schaffer, a Seattle-based Senior Associate with La Piana Consulting is a veteran nonprofit leader with over twenty years in the sector.  He has served as executive director of organizations in the fields of food and nutrition, education, and nonprofit capacity-building.  He also brings a background in applied economics, and recently co-authored an article prescribing a method for financial restructuring of nonprofits facing economic stress. 

 

Jane Searing

Jane Searing is a tax shareholder with Clark Nuber in Bellevue, Washington. She leads the firm’s public charity and private foundation tax practice. Jane is the immediate past chair the AICPA Exempt Organization Technical Resources Panel which addresses tax issues facing exempt organizations at a national level. She specializes in issues of public disclosure, income and excise tax planning for exempt organizations and their taxable subsidiaries, international financial transactions and compliance, as well as complex social venture structures and charitable giving strategies. She has extensive experience with IRS examinations, appeals, exemption applications, and ruling requests. She is a graduate of the University of Washington and holds a master’s degree in Taxation from Golden Gate University.

 

Kathe Shaw-Bassett

Kathe Shaw-Bassett has spent the last 20 years working in the fields of marketing and training for corporations and nonprofit organizations. Kathe has served on numerous boards for educational, social services and environmental organizations. She has also coached over 65 nonprofits throughout the U.S. and Western Canada in sustainable, mission-driven fundraising strategies, primarily targeted at increasing individual donors. Currently, Kathe is the VP of the Nonprofit Services Group at Pacific Continental Bank and has helped create an innovative program of products and services tailored to needs of nonprofits. Pacific Continental Bank serves over 700 nonprofits throughout the Pacific Northwest. Over the past 10 years as a banker, Kathe been driven by her desire to help nonprofits achieve sustainability in both mission and money. Her commitment is to empower nonprofits to successfully manage their cash flow through savvy financial leadership and strong donor stewardship programs.


Eric Stevens

Eric Stevens, consults and coach’s nonprofit leaders and boards seeking to strengthen their missions, grow their organizations strategically, ensure sustainability, and develop their boards.  Prior to starting his own consulting practice, Eric spent 25 years leading, growing and transforming NPO’s in Minnesota as their Executive Director/CEO. His consulting today focuses on strategic and business planning, board development and executive coaching, and he partners often with The Collins Group on projects.

Alan Strand

Alan Strand has an extensive background in nonprofit accounting, primarily at the California Association of Nonprofits as Director of Finance and Quality Reporting and as a consultant. He developed the content for “My Financial Management Plan” for the Nonprofit Risk Management Center, and is an experienced trainer. Alan joined the Nonprofit Center in November as the Senior Program Director where he manages the Center’s financial services and markets the Center’s programs.

Erin Welch, CPA

Erin Welch, CPA and Partner at Jacobson Jarvis, is a financial statement auditor and consultant, working with not-for-profits to prepare financial statements that accurately and effectively communicate to external audiences. She also helps clients implement internal controls and other processes, facilitates board financial training and communications, and conducts financial health assessments for not-for-profits. In addition to her professional service, Erin is a member of the Mockingbird Society board and the United Way Audit Review Committee.

 
   
   


 
The 15th Annual Washington State Nonprofit Conference is offered by:

Presented by

Proceeds from the conference benefit scholarship programs for both university programs.