Sonia R. Jarvis - Baruch College by liuhongmei


									                                                                                Baruch College
                                                                       Newman Vertical Campus
                                                                      Wednesday, March 16, 2011

                                     CONSULTANT BIOS

THE MORNING SESSION: 9:00am – 12:00pm
Jeff Ballow, Consultant, Community Resource Exchange                                            3
Rhoda Barr, Director of Client Services, Volunteer Consulting Group                             3

Thad Calabrese, Assistant Professor, School of Public Affairs                                   4
Adelle Caravanos, Solutions Engineer, Convio                                                    4
Joe Cruickshank, Former Director, Baruch College School of Public Affairs Nonprofit Group       4
Jane S. Englebardt, Principal and Founder, Upshot Advisors, LLC                                 4

Linda Felstein, Senior Finance & Budget Analyst, Manhattan Borough President Office             5
Paul Firstenberg, Adjunct Professor, Baruch College, School of Public Affairs                   5

Linda Franciscovich, Executive Director, The Grossman family Foundation                         6
Phil Gartenberg, President, Fulcrum Associates                                                  6
Kyra Gaunt, Associate Professor, Baruch College, Weissman School of Arts & Sciences             7

Rev. Alfred Gill, Executive Director, Neighborhood Housing Services of Staten Island            7
Kathy Herre, Herre Consulting, Interim Development Director and Development Consultant          8

Sonia Jarvis, Distinguished Lecturer, Baruch College, School of Public Affairs                  9
Heather Joseph, Associate Director, Volunteer Recruitment, PENCIL                               9
Debra Keenan, Principal and Founder, DKB Consulting, LLC                                        9

Anthony Knerr, Managing Director, Anthony Knerr and Associates                                  10
Sandra A. Lamb, President and CEO, Lamb Advisors LLC                                            11
Traci Lester, Executive Director, Reach Out and Read of Greater New York                        11
James Lisher, Former Chairman and Managing Director, Lisher & Company, Inc.                     12
Louis Miceli, Executive Director, Jobs First NYC                                                12
Paul Wolf, Principal, Denham Wolf Real Estate Services                                          13

THE CENTER FOR NONPROFIT STRATEGY AND MANAGEMENT                                            1
Phone: (646) 660-6743 | Email:
THE AFTERNOON SESSION: 1:00pm – 4:00pm

Rachel Hope Allison, Strategist, Big Duck                                                    13
Susan Chambré, Professor of Sociology, Baruch College                                        14
Hilda Chazanovitz, Hilda Chazanovitz Partners                                                14
John Corwin, Interim Chief Executive for Nonprofits, Corwin Consulting, LLC                  15

Michael Davidson, Board Coach; Former Chair, Governance Matters, Nonprofit Management        15
John Figueroa, Senior Training Specialist, Older Adults Technology Services (OATS)           15
Michael Feller, Principal, Strategic Philanthropy Advisors, LLC                              16
Ellen Haas, Human Resources Professional                                                     16
Wayne Ho, Executive Director, Coalition of Asian American Families (CACF)                    17
Megan Heister, Director of Advancement Research, Herbert H. Lehman College of the City       18
   University of New York
Greg King, Principal, Strategic Philanthropy Advisors, LLC                                   18
Mark Levine, Consultant                                                                      18
Peter Levinson, Principal and Creative Director, LevinsonBlock LLC                           19
Valerie Lisyansky, Art and Graphic Design Consultant                                         19

Drew Moss, Founder and Team Leader for the Executive Wealth Planning Group                   19
Bonnie Osinski, Chief Fundraising Officer, CAMBA                                             20

Joe Porrino, Management Consultant                                                           20
Kayla Rosenberg, Manager, Nonprofit Finance Fund                                             21
Danny Rosenthal, Vice President, Education Alliance                                          21
Bettina Seidman, Principal, SEIDBET Associates                                               22

Joan Straussman Brandon, Private Consultant                                                  23

THE CENTER FOR NONPROFIT STRATEGY AND MANAGEMENT                                         2
Phone: (646) 660-6743 | Email:
Jeff Ballow
Consultant, Community Resource Exchangers

Prior to joining CRE in May 2006, Jeff served in senior finance and operations positions at Women
in Need and MOUSE. Jeff also served as Project Director at Cause Effective, where he focused
largely on fundraising. Other professional experiences include direct service work in Chicago
(around homelessness and HIV/AIDS) and magazine journalism in California. Jeff holds a Masters
in Public Administration (M.P.A.) from the Wagner School of Public Service at New York
University, and has completed additional coursework in accounting, human resources
management, and counseling. At CRE, Jeff consults on a variety of areas, including financial
management, human resources management, and planning. He is currently on the board of the
Brooklyn-based Red Hook Initiative

Rhoda Barr
Director of Client Services, Volunteer Consulting Group

Rhoda Barr, Director of Client Services of the Volunteer Consulting Group, is a graduate of the
School of Industrial and Labor Relations of Cornell University and received her MBA from the
Graduate School of Business and Public Administration at N.Y.U. Primarily responsible for Client
Services, Ms. Barr works directly with the board and staff leadership of nonprofit organizations,
consulting with them on the strengthening of their governing abilities. Clients assisted encompass
the full spectrum of nonprofit endeavors, including American Music Center, Future Leaders
Institute, Harlem Educational Activities Fund, Helping Hands, Martha Graham Center For
Contemporary Dance, Multiple Myeloma Research Foundation, New York City Center For Charter
School Excellence, Oxfam America, Sabin Vaccine Institute and World Education Services.

Before joining VCG in 1986, Ms. Barr worked for fifteen years in Westchester County building
public/private partnerships for economic development and job training opportunities. As Deputy
Director of the Private Industry Council, she collaborated with the leadership of major corporations
on identifying needs, establishing policies, and providing funding for nonprofit agencies. As
Director of the Job Development Center, Ms. Barr developed and directed the public/private Youth
Employment Service and Summer Jobs for Youth programs.

Ms. Barr is also the founder and a trustee of the Corporate Community Jobs Project, which won
national recognition as an outstanding model of business and community partnership. She has
taught Labor Economics at Mercy College and Women in Management at Iona College.

Ms. Barr has for many years made her home in Hastings-on-Hudson where she is alternate
member and former Chair of the Planning Board and past President of the League of Women
Voters. She is recognized in Who's Who in American Women, was included in the first edition of
Women in Westchester, and has been honored by Westchester County for "having made an
important contribution to the quality of life."

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Phone: (646) 660-6743 | Email:
Thad Calabrese
Assistant Professor, School of Public Affairs

Prior to entering academia, Thad worked in the government sector (for the New York City Office of
Management and Budget) and then in the nonprofit sector. This included work at Burchman,
Terrio, and Quist, a full-service financial management outsourcing company for nonprofit
organizations. There, he assisted clients in budget preparation, financial statement preparation,
medical billing, audit preparation, banking relationships, and internal control management. Thad
also worked as a consultant for the Blue Ridge Foundation of New York, primarily assisting
grantees (startup nonprofits) in establishing sound financial management practices early in their

Thad's dissertation focuses on nonprofit finance, and he was awarded the Association for
Research on Nonprofit and Voluntary Sector Association's Emerging Scholar Award in 2008. He
currently teaches Budgeting, Accounting, and Financial Analysis at SPA, and looks forward to
teaching other financial management courses in the future.

Adelle Carvanos
Solutions Engineer, Convio

Adelle Caravanos is a Solutions Engineer with Convio, a nonprofit technology company providing
marketing, fundraising, advocacy and donor database tools that help organizations use the
Internet to motivate donors and other supporters. In her current role, Adelle works exclusively with
nonprofit organizations, aiding them in selecting technology solutions and services to meet their
strategic business goals. Prior to joining Convio, Adelle spent five years at nonprofits in New York
City, including the New York Academy of Sciences. Most recently, she worked at the Central Park
Conservancy, where she managed the online marketing program and successfully spearheaded a
major redesign and restructuring of the organization’s web presence.

Joe Cruickshank
Former Director, Baruch College School of Public Affairs Nonprofit Group

Joe Cruickshank spent his work career in the nonprofit sector with Church World Service, The
Halsted School, American Farm School, Recording for the Blind and The Clark Foundation. In
addition, he started a consulting business, and taught in the Graduate School of Public Affairs at
Baruch College. In retirement he has volunteered for Ch. 13, the New York Philharmonic, the
Chautauqua Institute and the Leviticus Fund. With his wife Nancy he spent a year traveling the
border of the United States, and is currently planning a similar venture in 2010 to discover even
more about this beautiful and interesting country.

Jane S. Englebardt
Principal and Founder, Upshot Advisors, LLC

Jane S. Englebardt is principal and founder of Upshot Advisors, LLC. Prior to her current position,
Ms Englebardt was a CEO for 12 years, most recently as CEO of Bideawee, a 100 year old multi-
site nationally prominent nonprofit organization, and before that, as Executive Director of the
Hasbro Children’s Foundation, funding innovative programs nationwide in child health, education
and social welfare. While at Hasbro, Ms. Englebardt established the September 11th Children’s
Fund, which attracted donations from around the globe and provided support to affected families
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Phone: (646) 660-6743 | Email:
through 2006. Ms. Englebardt’s 30 years of experience working in both the for-profit and non-
profit sectors also includes senior positions at the Big Apple Circus and KPMG Peat Marwick.

Ms. Englebardt earned her BA from Connecticut College, MBA from the NYU Stern School of
Business, a post-graduate certificate in Management of Nonprofit Organizations from NYU, and
professional education certificate in Foundation Strategy from the Center for Effective
Philanthropy at Harvard.

She has served on numerous professional Boards, including serving as Chairman of the New
York Regional Association of Grantmakers (now ―Philanthropy New York‖), which represents over
$3.6 Billion in philanthropic contributions annually. Currently, Ms. Englebardt serves on the
Education Strategy Advisory Board for the World Science Festival, the Leadership Council of the
Support Center for Nonprofit Management, and the Advisory Board of the Bellevue Literary Press.

Linda Felstein
Senior Finance and Budget Analyst for the Office of the Manhattan Borough President

Linda Felstein is the Senior Finance and Budget Analyst for the Office of the Manhattan Borough
President, Scott M. Stringer. She is responsible for the programmatic grants administered by the
office and provides technical support for Manhattan-based nonprofits. Linda has extensive
experience within the financial industry working with several Fortune 500 companies. Linda has
worked as a consultant within the nonprofit community assisting small and large organizations
with fundraising initiatives. Linda has a BBA in Finance from Baruch College and a MS in
Fundraising from NYU.

Paul Firstenberg
Adjunct Professor, School of Public Affairs

Extensive experience in all aspects of philanthropic enterprise as an executive, trustee, advisor,
author and teacher. Served as Chancellor of Tulane University for Resource Development and
Planning, CFO of Princeton University, COO and Trustee of Children’s Television Workshop
(―Sesame Street‖), an Officer of the Ford Foundation, Executive Director of the American wing of a
global nonprofit organization dedicated to education and as a consultant to businesses, nonprofits
and the Russian Government (living there for a year seeking to start a private real estate market).

Served in the federal government for five years in the USAID program financing private
development in the Middle East and Asia.

Senior level business experience as Executive Vice President of the Prudential Real Estate
Investment Company, Director of International Finance for the Atlantic Richfield Oil Company and
as a member of the board of directors of public companies, the Vanguard Group of Mutual Funds
and Sizeler Properties Inc., a REIT

Author of a series of nonprofit management books and articles on finance, management and
board governance including ―Managing for Profit in the Nonprofit World‖, ―The 21 st Century
Nonprofit‖ and ―Philanthropy’s Challenge‖(all published by the Foundation Center). Co author with
Professor Burton G. Malkiel of ―The Twenty First Century Board Room: Who Will Be in Charge?‖
(Sloan School Management Review)

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Phone: (646) 660-6743 | Email:
Currently Professor at Baruch School of Public Affairs Masters Program. Teach a capstone
seminar on writing a business plan for nonprofits, governance of public corporations and nonprofit
organizations and the financing of higher education.

Received law degree from the Harvard Law School and undergraduate degree from Princeton

Linda Franciscovich
Executive Director, The Grossman Family Foundation

Linda Franciscovich is the Executive Director of The Grossman Family Foundation, a newly
formed foundation dedicated to improving the quality of life of low income children in Connecticut.

Over the last 20 years, she has advised families in all areas of philanthropy, including gift
planning, mission and program development, governance, and succession planning. Prior to
joining The Grossman Family Foundation she held positions as Vice President of Development
and Philanthropic Services at the Fairfield County Community Foundation, Connecticut and
Managing Director of Private Philanthropy at U.S. Trust Company.

Her speaking engagements include the Council on Philanthropy, Philanthropy New York (formerly
NYRAG), The Philanthropy Roundtable, CASE, and area Community Foundations. She serves as
a Director of The Berthe M. Cote Foundation and the Westport Public Library.

Phil Gartenberg
President, Fulcrum Associates

Dr. Gartenberg served as chief operating officer and chief financial and administrative officer for
three New York State agencies— the Division for Youth, Department of Social Services and
Department of Labor—where he worked closely with the not-for-profit community on human
service program development and implementation.

Philip Gartenberg has a decades-long track record of leading organizations known
for their stature in human services, philanthropy and education. He has held senior positions with
two of the largest and most diversified philanthropies in the United States—the UJA/Federation of
Jewish Philanthropies of Greater New York and the American Friends of The Hebrew University.
UJA/Federation has both an international and domestic agenda. It supports over 100 agencies in
the New York metropolitan region dealing with the entire spectrum of human services as well as
assisting comparable services abroad. The American Friends of the Hebrew University is a nation-
wide organization focused on supporting a world class center of higher education in Israel.

In senior positions in both organizations, he:

• Engaged in large-scale philanthropic development—regionally and nationally.

• Directed strategic planning initiatives in concert with agency executives and
  members of the board of directors.

• Designed and implemented programs to achieve organizational change.

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Phone: (646) 660-6743 | Email:
In 2006, Dr. Gartenberg established Fulcrum Associates to provide consultant services to the non-
profit community. Not-for-profit executives face the challenge of providing quality service and
planning for the future with limited resources. At the same time, there is growing emphasis on
meeting stringent standards of accountability set by boards of directors, external funding agencies
and private philanthropists.

Dr. Gartenberg consulting practice has focused heavily on the human service community. He has
provided strategic planning and program development assistance and he has worked extensively
as ―interim CFO‖ assisting a number of agencies during transition periods and advising them in
their search for the full-time CFO. He has used both his experience as a government official and
a senior executive in non-profit agencies to assess needs, provide critical assistance in matters
related to rate setting, cash flow management, budgeting and liaison to agency boards and

Kyra D. Gaunt, Ph.D.
Associate Professor, Baruch College, Weissman School of Arts and Sciences

Kyra D. Gaunt is an associate professor of ethnomusicology and cultural anthropology in the
Department of Sociology and Anthropology with a joint appointment in Black and Hispanic
Studies. She is the author of The Games Black Girls Play: Learning the Ropes from Double-Dutch
to Hip-hop (2006), which won the 2007 Alan Merriam Prize from the Society for Ethnomusicology
for the "most distinguished, published English-language monograph in the field of
ethnomusicology." Her specialty is race, gender and the musical body in African American music.

In the past two years, she has been recognized for her commentary and workshops on Twitter
and social media. She presented at the first Twitter Conference in London in 2009 and she was
recognized as a world-changing leader when she received the 2009 TED Fellowship awarded by
TED (Technology, Entertainment and Design). Last summer, she gave a successful workshop on
Twitter to the Manhattan Borough President's Office, an opportunity that resulted from her
appearance at the 2010 Consulting Day.

She tweets @kyraocity voicing the unspoken (like race and racism) through song, scholarship and
social media. She has been a member of the Non-Profit Faculty Group for over three years.

Rev. Alfred Gill
Executive Director, Neighborhood Housing Services of Staten Island

Alfred Gill is the Executive Director of Neighborhood Housing Services of Staten Island a Housing
Development and Housing Counseling agency. He is also the founder and President/CEO of the
faith based community development intermediary, Faith Initiatives Development Corporation

FIDC was birthed in July of 2003 and is a national capacity building organization that is the
product of Mr. Gill’s more than twenty-five years of experience in Business and Non-profit
management. A consultant in organizational and community development and having done
extensive work with large and small faith based and community development corporations, Mr. Gill
has had the opportunity to contribute his talents to various endeavors.

He is the recent former Director of Organizational Development and Training at the Faith Center
THE CENTER FOR NONPROFIT STRATEGY AND MANAGEMENT                                        7
Phone: (646) 660-6743 | Email:
For Community Development. There he was responsible for the all of the organization’s capacity
building activities and for assisting in the management and disbursement of the capacity building
grants through the Faith Fund.

He is a former Deputy Executive Director of the Neighborhood Housing Services of New York
City, one of New York City’s premier housing non-profits. In his role as Chief Operations Officer –
COO, he provided oversight on all operations including Homeownership, Lending, Housing
Development, Research and Planning, Program Design and Development, Board and Staff
Development and the management of nine - 9 satellite offices around the city.

Mr. Gill was a Management Consultant in Organizational Development and Management Systems
with Neighborhood Reinvestment Corporation (NeighborWorks® America) where he played a
significant role in the rolling out of the network’s Customer Relationship Management software,
the development of a management systems diagnostic that impacted the NR Network of
organizations around the country and the production of a systems approach to performance
improvement in the NeighborWorks® Network for the New York/Puerto Rico District.

In a private consulting capacity, Alfred has supported the development efforts of faith and
community based organizations across the US, in Africa and the Caribbean. He has assisted
organizations in several states in Nigeria, Tanzania, Jamaica and his native Trinidad and Tobago.

Alfred sits on several boards in the areas of health, housing and community services. He is a
businessman, a former newspaper reporter, financial counselor and sports administrator, has
done extensive study in process improvement and organizational development, is a member of
the American Society for Quality, a member of the International Consortium of Caribbean
Professionals, is certified in the DiSC Personal Profile and is a Business Management graduate of
the University of the West Indies – UWI, has a Masters in Community Economic Development
from the Southern New Hampshire University, and is a doctoral student at Grand Canyon

 Kathy Herre
 Herre Consulting, Interim Development Director and Development Consultant

 Kathy Herre has over 25 years of fundraising and management experience in the non-profit
 sector working at major international and national organizations as well as with community-based
 organizations with budgets ranging from $500,000 to $200 million. Fundraising experience
 includes Director, Foundation and Corporate Relations at the International Rescue Committee;
 Federated Campaign Director at Planned Parenthood Federation of America; and Development
 Director for an international microfinance organization. Management experience includes director
 of three homeless shelter programs for women and children, manager of a nationwide teen
 pregnancy/high school dropout prevention program, and manager of residential youth programs.
 In 2007, Ms. Herre launched Herre Consulting to provide interim fundraising and management
 services to non-profits. She has been Interim Vice President for Development at the National
 Breast Cancer Coalition and Interim Development Director at the Women’s Refugee Commission
 along with other consulting projects.

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Phone: (646) 660-6743 | Email:
Sonia R. Jarvis
Distinguished Lecturer, Baruch College, School of Public Affairs

Sonia R. Jarvis, Esq. is currently a Distinguished Lecturer at the School of Public Affairs, Baruch
College, City University of New York. She first joined Baruch College as the Lillie & Nathan
Ackerman Visiting Distinguished Associate Professor of Equality and Justice in America
responsible for teaching and developing programs to engender a thoughtful dialogue on issues of
race, equal justice and ethnicity. A graduate of Stanford University (with B.A. degrees in Political
Science and Psychology) and Yale Law School (J.D. degree), Professor Jarvis is an
accomplished scholar whose research and teaching focus on race, public policy, and the media.

She has extensive experience in both the private and public sectors including her solo private law
practice in Washington, DC that focuses on civil and human rights, nonprofit organizations and
small minority businesses. Additionally, she has provided leadership on policy and governance
issues to a number of non-profit organizations in various roles as manager, general counsel, and
board member, including the National Coalition on Black Voter Participation, Inc., where she
served as its Executive Director as well as her past positions a Senior Consultant to the
President’s Initiative on Race during the Clinton Administration, and as past president of the Black
Women’s Agenda. She is a frequent commentator on public issues such as the Census and has
been interviewed by almost every major media outlet in the country, such as National Public
Radio, the Washington Post, PBS and CNN. She is currently engaged in research and writing
about the interaction of race, media and politics, and the urgent problem of lack of access to
higher education by minorities, low income families and immigrant youth.

Heather Joseph
Associate Director, Volunteer Recruitment, PENCIL

Heather Joseph, PENCIL’s Associate Director of Volunteer Recruitment, leads the organization’s
efforts to secure new Business Partners and Business Mentors. Heather is a seasoned volunteer
recruitment and management professional. She comes to PENCIL from the Food Bank for New
York City, where she has been responsible for overseeing the progress and placement of
volunteers geared toward supporting the Food Bank For New York City’s programs as well as
working with member agencies. In this role, Heather has been responsible for outreach and
development to increase volunteer involvement, working with corporations such as Deutsche
Bank Americas and Credit Suisse. Heather is a member of Alpha Kappa Alpha Sorority, Inc., sits
on the National Advisory Council for Hip Hop 4 Life, and is a junior board member for Girls
Incorporated of New York City. An alumnus of New York City public schools, Heather received a
Bachelor of Arts in English and Sociology from Binghamton University and a Master of Science in
Nonprofit Management from Milano New School University for Management and Urban Policy.
This is Heather’s third year as a consult.

Debra Keenan
Principal and Founder, DKB Consulting, LLC

Ms. Keenan is Principal and founder of DKB Consulting, LLC a firm specializing in Executive
Coaching and Management Consulting. Ms. Keenan has over 20 years of business line
management experience, including managing a $100 million product line and a staff of 80
employees at JPMorgan.
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Phone: (646) 660-6743 | Email:
In her special brand of coaching, Ms. Keenan integrates coaching and consulting to create the
most effective change program for her clients. Ms. Keenan serves as a coach and consultant
for both the non-profit and corporate sectors. Clients describe her as an engaged listener who
helps them find their own answers. She significantly improves her client’s management and
leadership effectiveness by empowering them to move beyond their current reality by focusing on
how to achieve their personal and professional goals. Ms. Keenan’s style of coaching has led
her clients to secure additional funding sources, make strategic hires, establish better
relationships with their staff, peers and senior management, increase their overall effectiveness,
pursue new career goals and create high producing and more engaged teams.

Ms. Keenan brings a broad range of sales, management, leadership and organizational
development expertise to her engagements. She understands the challenges executives
face as they seek to meet aggressive business goals, motivate overworked staff and
deliver excellent client service. Ms. Keenan has been very successful in helping
executives craft strategies to meet these challenges.

Ms. Keenan was also very active in the JPMorgan’s diversity program. As a member of the
Corporate Diversity Council, she was responsible for setting the firm’s diversity agenda. Ms.
Keenan was selected to be a mentor in the firm’s prestigious reverse mentoring program and
helped shape senior executives views of diversity in their business unit.

During her tenure as Special Assistant to the Executive Director at the Enterprise Foundation, Ms.
Keenan combined her business experience and exceptional leadership skills to implement a
market segment team organizational structure to manage the Foundation’s community based
partner relationships. She also served as the Project Manager for the Foundation’s successful
implementation of a $1Billion Promise program – one of the largest pledges ever made by a
foundation in New York City for the creation of affordable housing.

Today, Ms. Keenan is working with executives in both the corporate and non-profit sectors. In
addition to her coaching clients, she is working on engagements that involve team building,
change management, project management, human resource management, leadership
development and training and relationship management.

Ms. Keenan earned a BA from Douglass College and a MBA from University of Wisconsin.
She is a graduate and certified coach from New York University’s Executive Coaching Program.
She has served as Chairman of the Board for the Community League of the Heights, New York
City and is a member of the International Coaching Federation.

For more information about DKB Consulting and Debra’s work please contact Debra at:
973.902.7218 or

Anthony Knerr
Managing Director, Anthony Knerr and Associates

Anthony Knerr is Managing Director of Anthony Knerr & Associates. He was earlier Executive Vice
President for Finance and Treasurer of Columbia University and Vice Chancellor for Budget and
Planning of the City University of New York. He was previously Special Assistant for Budget and
Planning to the Acting President of Yale University; an Associate with the consulting firm of Booz,
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Phone: (646) 660-6743 | Email:
Allen & Hamilton; a Program Officer with the International Exchange Program; a Teaching
Associate  at     Indiana  University;   and     a     Teacher   at   Milton  Academy.

Dr. Knerr has taught English Literature at Columbia College, Public Policy and Nonprofit
Management at Columbia University Graduate School of Business, English Literature at Indiana
University, Philosophy at Yale University and Public Policy at the New School. He has written and
published widely on strategy, non-profit organizations, public policy, higher education and

Dr. Knerr is currently President Emeritus of the Turtle Conservancy; President Emeritus of United
Neighborhood Houses of New York City; Vice Chairman of Humanity in Action; Treasurer of
Words Without Borders; and a board member of the Keats-Shelley Association and New York
Society Library. He is also a Director of the Delaware Group of Mutual Funds and a member of the
Mutual Fund Directors Education Council. He has previously served on numerous other nonprofit
and corporate boards. He is a member of the Foreign Policy Association, Grolier Club, New York
Economic                Club               and            Phi            Beta             Kappa.

He received his Ph.D. in English Literature from New York University; M.A. cum laude from Yale
University and B.A. magna cum laude in Mathematics and Philosophy from Yale University.

Sandra A. Lamb
President and CEO, Lamb Advisors LLC

Sandy Lamb founded Lamb Advisors LLC in 2003 to advise nonprofits on strategic alliances and
change solutions. She comes to this work after a career as a portfolio manager in the MONY
Group and then a managing director at the investment bank, Lazard Freres & Co., where for 20
years she was responsible for mergers and acquisitions as well as complex corporate financial
advisory assignments. Since forming Lamb Advisors, Sandy has assisted nonprofits with
analyzing, investigating, structuring, and completing collaborations and other partnership
structures including strategic alliances, mergers, and acquisitions. She has served on the board
and audit committees of several stock-exchange-listed companies and nonprofit organizations.
She currently serves on the board of the Taproot Foundation (Treasurer), Pittsburgh Theological
Seminary (Vice Chair), Vera Institute of Justice, and the Nonprofit Coordinating Committee of New
York. In 2001-2002, Sandy was Chair of the New York Women’s Foundation.

Traci Lester
Executive Director, Reach Out and Read of Greater New York

Traci Lester is the executive director of Reach Out and Read of Greater New York (ROR GNY),
a pediatric-based early literacy program whose mission is to prepare America’s youngest children
to succeed in school by partnering with doctors to prescribe books and encourage families to read
together. In her day-to-day role as executive director she is responsible for overseeing 181
member program sites; all located in hospitals and community health centers throughout the New
York City metropolitan region. Together the programs serve over 265,000 children annually and
distribute close to 425,000 books. With a seventeen-member Board of Directors and thirteen-
member Advisory Board, she has grown the organization from 90 member programs, with an
operating budget of $1.1 million, to 181 member programs with a combined operating budget of
over $2.5 million. As ROR GNY celebrates is 11th Anniversary, Traci is celebrating her sixth year
with the organization.
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Her diverse background spans over 22 years as a nonprofit executive, fundraiser, educator, and
writer. She has served, among other things, as the Administrative Officer of the F.B. Heron
Foundation, a $300 million private New York City-based philanthropy; director of development for
the YWCA of New York City, a $15 million human services organization; reporter for the San Jose
Business Journal in California; and as a public school teacher in Brooklyn, New York. She holds a
Bachelor of Science from Georgetown University School of Foreign Service, a Master of Business
Administration from Rutgers University, and a Master of Public Administration from California
State University.

She is active in several nonprofit organizations and professional associations, and is the recipient
of the American Association of University Women’s Selected Professions Fellowship, The
National Association of Health Service Executive’s Community Service Award, as well as the San
Francisco Foundation’s Urban Affairs Program Fellowship. Traci is also a member of the Greater
New York Association of Fundraising Professionals, National Black MBA Association, the National
Association of Health Service Executives, American Society for Public Administrators, and the Pi
Alpha Alpha Honor Society.

James Lisher
Retired Chairman and Managing Director, Lisher & Company, Inc.

For 31 years Jim was Chairman/CEO of Lisher & Company, Inc. in New York City where he led
innovation strategy planning, venture management and new product development assignments in
over 70 Fortune 1,000 companies from AT&T to Hallmark to Velcro. Since ―retiring‖ from active
consulting in 1998, he has started two for profit businesses, and one very successful nonprofit
called STRIVE, that has graduated over 2,000 Connecticut participants that were previously hard
core unemployed.

Jim has served on numerous organization boards, being elected Chairman of eight. He currently
serves on the boards of The Fairchester Regional Network for Teaching Entrepreneurship and
The Bridge Fund of New York. He is a member of a state commission addressing senior
unemployment, and is Chairman of the New Canaan Health & Human Services Commission.

Louis Miceli
Executive Director, Jobs First NYC

Lou Miceli was named Executive Director of JobsFirstNYC effective August 16th, 2010.

Miceli brings nearly two decades of practitioner experience in the young adult workforce
development system. Most recently, he served as the Executive Director of Workforce
Professionals Training Institute, a New York City-based training and technical assistance
organization which he founded in 2003. It is in this capacity that he grew WPTI into a $1 million
organization serving over 1,000 practitioners annually, the first organization of its kind to focus on
the professional development of workforce practitioners.

―We believe that Lou’s arrival at JobsFirst NYC will accelerate the implementation of this work—
and expand it to new and innovative offerings in the months and years ahead,‖ said David M.
LaGreca, a JobsFirst NYC Board Chair.

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Phone: (646) 660-6743 | Email:
―Lou’s experience in connecting the youth employment field with the business community and his
many relationships among key stakeholders in business, government, philanthropy, and the
private sector will help him to elevate both the dialogue and action needed to address the
systemic challenge of youth disconnected from school and work,‖ said Phoebe Boyer, Executive
Director of the Tiger Foundation.

JobsFirstNYC, created in 2006 with principal funding from the Clark and Tiger Foundations, works

Paul Wolf
Principal, Denham Wolf Real Estate Services

Paul Wolf is a veteran of the New York City real estate industry with more than 20 years of diverse
development, leasing and project management experience. He has represented developers and
property owners to secure commercial tenants, managed a vast commercial property portfolio,
represented tenants in acquiring and developing property and helped to finance projects through
both traditional and less conventional routes.

As a principal of Denham Wolf, Paul’s projects have included providing financial expertise and
business consulting for arts, cultural, community development and educational organizations as
they considered their real estate-related needs and requirements. He has guided and coached
nonprofits in articulating their goals and using their real estate to serve those goals. His vision and
analysis underpin many of our clients’ strategic real estate decisions.

Before co-founding Denham Wolf, Paul was Senior Vice President of Asset Management at the
New York City Economic Development Corporation. He was responsible for the fiscal
management of a portfolio of more than 11 million square feet of commercial and industrial space.
He frequently functioned as the market expert to support the City's corporate retention efforts.

Paul holds an MBA from the Columbia University Graduate School of Business in its Executive
Program as well as a bachelor's degree in English from Columbia University. He has been a
licensed real estate broker in New York State for 20 years.

Paul is a frequent public speaker and presenter on real estate development and nonprofit

Rachel Hope Allison
Strategist, Big Duck

Rachel Hope Allison is a Strategist with Big Duck, a communications firm that works exclusively
with nonprofits to help them raise money and increase visibility. For nearly ten years, Rachel has
helped nonprofits develop integrated fundraising and outreach campaigns, build online
relationships and community, and sharpen their overall messaging and communications
programs. Soon after graduating from Stanford, Rachel began working with leading online direct
response firms such as Donordigital and Watershed Company, where she helped craft online
campaigns for organizations like CARE International, UNICEF, Planned Parenthood, Human
Rights Campaign, and many more. She has given trainings at the New Organizing Institute and
the Commonwealth Club, and has been a guest speaker at Sarah Durham's Brandraising course
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Phone: (646) 660-6743 | Email:
at NYU's Wagner School of Public Service.

Susan Chambré
Professor of Sociology, Baruch College, Sociology

Susan M. Chambré, a Professor of Sociology at Baruch College, City University of New York,
holds a Ph.D. in Sociology from the University of Pennsylvania. Her publishing, teaching and pro
bono consulting about volunteerism and nonprofit organizations date back nearly three decades.

She has published three books, Good Deeds in Old Age: Volunteering by the New Leisure Class
(1987), Fighting for Our Lives: New York’s AIDS Community and the Politics of Disease (2006)
and Patients, Consumers and Civil Society. Her articles and book reviews on nonprofit
organizations, AIDS policy, and volunteerism have appeared in Nonprofit and Voluntary Sector
Quarterly, Nonprofit Management and Leadership, the Journal of Volunteer Administration,
Voluntary Action Leadership, Social Service Review, Policy Studies Journal, Health Affairs and
the Gerontologist.

Hilda Chazanovitz
Hilda Chazanovitz and Partners

Hilda Chazanovitz and her associates offer a unique combination of experiences in the private
and nonprofit sectors with an approach grounded in measurable results, demonstrated creativity,
and a passion for social impact. Hilda has worked with startups and complex organizations, large
and small. We believe strongly that engaged and active leadership is critical to the success of an
organization and have worked with professional and lay leadership across various sectors – with a
focus on board and leadership development, strategic planning, fundraising, marketing and
building alliances and partnerships.

Assignments for The Anti-Defamation League, The Arts and Business Council (now Americans for
the Arts), Martha Graham Dance, UJA-Federation of New York and The Jewish Museum, The
History Channel, E! Entertainment, Motorola, Citigroup, and American Express followed an
extensive track record in media and entertainment, advertising and public relations and direct
marketing. Most recently, Hilda introduced new initiatives at UJA-Federation and its network of
affiliated agencies around capacity building – in the area of board and leadership development,
board engagement, organizational capacity and fundraising. Current clients include emerging
nonprofits in the arts and in the new food movement.

Hilda has served as Executive Vice President, Marketing and New Media of the National
Geographic Channel and as a founding officer and Vice President of Marketing of the largest
transactional television network in the US, iN Demand. She established a full service direct
response agency for Foote Cone Belding and managed numerous clients across various sectors
for Young & Rubicam and Wunderman Ricotta & Kline.

Hilda is currently as a trustee for the Pearl Theatre Company, on the Communications Committee
for Philanthropy New York, The Roundtable Planning Committee for Governance Matters and on
the Legacy Campaign Committee for Selfhelp Community Services. Trained in the art of
storytelling, Hilda has performed at various venues in New York City. She is a Phi Beta Kappa
graduate of the City College of New York and studied at the graduate level in Nonprofit
Management, Business and Fundraising.
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Phone: (646) 660-6743 | Email:
John W. Corwin
Interim Chief Executive for Nonprofits, Corwin Consulting, LLC

Mr. Corwin has worked for his entire 38-year career in the nonprofit/public interest sector. Through
Corwin Consulting, LLC, he serves as interim CEO for nonprofits undergoing leadership transition
anywhere within the contiguous United States. He was most recently the Interim Executive
Director at the Harlem School of the Arts, his ninth such engagement. He has also been Interim
CEO at the New York eHealth Collaborative; Reach Out and Read, in Boston; the American Liver
Foundation (national headquarters); Learning Leaders, Inc., which recruits, trains and supports
14,000 volunteers in over 900 NYC public schools; The Valley, a youth services agency in
Harlem; the Community Health Care Association of New York State (CHCANYS); the US
Committee for the UN Population Fund (now called Americans for UNFPA); and the African
Medical & Research Foundation (USA). Earlier, he was Executive Director of The Glaucoma
Foundation. Previously, Mr. Corwin practiced law at The Legal Aid Society, the Center for
Constitutional Rights, and the New York Attorney General’s office, where he was lead counsel in
the Love Canal litigation and later Chief of the Consumer Frauds and Protection Bureau. Mr.
Corwin served four years on the Greater New York AFP Chapter’s Board of Directors, and six
years as a member of the Public Service Network Committee of the NYC Bar Association. He
holds membership in BoardSource, the Alliance for Nonprofit Management, the American Society
of Association Executives, and Governance Matters, and is affiliated with the Support Center for
Nonprofit Management in New York. Mr. Corwin graduated from M.I.T. and Harvard Law School.

Michael Davidson
Chair, Governance Matters; Consultant, Nonprofit Management Services

Michael Davidson is a consultant specializing in nonprofit board development, management
support, strategic planning, and executive coaching for nonprofit managers. He has over 20 years
of experience in nonprofit board and managerial leadership and has provided board training and
retreat facilitation for more than 60 nonprofit organizations. He is the former Chair of Governance
Matters, lead consultant for the BoardServe NYC program of the United Way of New York City
and a member of the faculty of the Milano School of Nonprofit Management at the New School

He holds a JD from Columbia Law School, an M.Ph. (Anthropology) from Yale University, and
served as Peace Corps Volunteer in the Philippines. His legal career included Senior Trail
Counsel in the Manhattan District Attorney’s Office and partnership in firm of Jacob, Medinger and

John Figueroa
Senior Training Specialist, Older Adults Technology Services (OATS)

John Figueroa is a technology specialist with over 13 years of experience in providing technology
services to nonprofits, particularly organizations that serve senior citizens.

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Phone: (646) 660-6743 | Email:
He has specialized in creating professional computer labs and training programs for older adults in
New York City; and has also served as a consultant for organizations in need of corporate network
design and implementation. Additionally, he is a graphic artist, focusing on digital graphic arts and
multimedia design.

John is currently working as Senior Technologist at Older Adults Technology Services (OATS)
where he oversees the planning and implementation of over 20 public computer centers
throughout the five boroughs that will offer senior citizens access to broadband technology,
training and services.

John’s LinkedIn page is

Michael Feller
Principal, Strategic Philanthropy Advisors, LLC

Michael is a principal with Strategic Philanthropy Advisors, LLC, providing consulting services to
enhance the internal procedures and maximize the external impact of grantmakers, social
investors, government agencies, schools, and nonprofit organizations.
During a twenty-one year career at JPMorgan Chase and its predecessors, Michael served as
President of the J.P. Morgan Chase Foundation and Senior Vice President of Corporate Social
Responsibility, providing philanthropic and technical support to nonprofit organizations worldwide
in Community Economic Development; Precollegiate Public Education; Arts and Culture.
JPMorgan Chase was the leading financial services industry global philanthropy program,
reaching a high of $104 million in 2002 with a staff of 25. Prior to this, he was Senior Vice
President for Community Relations covering New York, New Jersey and Connecticut.
Before joining the firm, Michael worked for eleven years in inner city schools in New Rochelle and
New York City, most of that time in East Harlem where he founded and directed an alternative
junior high school. Later he served as the Director of Program Development and Evaluation in the
District’s Office of Funded Programs.
Michael is a graduate of Pomona College (B.A. in Psychology); Teachers College, Columbia
University (M.A. in Curriculum, Ed.D. in Communication); and the Columbia Graduate School of
Business (M.B.A. in Finance). He currently teaches as an adjunct assistant professor in the
School of Public Affairs at Baruch College, City University.

Ellen Haas
Human Resources Professional

I am a Human Resources professional with 30 years of experience.

After graduating from Hunter College, with a BA in Education and a minor in Speech Pathology, I
was a Speech Teacher in the New York City Public Schools for 4 years. I then stayed home with
my children and was active in the Parents Association of my children’s school serving as
President for many years.

I returned to the work force in 1978 as a Recruiter for various Search Firms. In 1987 I made the
switch from the search business to corporate Human Resources at The American Journal of
Nursing Company where I was the Personnel Director until the Spring of 1988, when I joined
Credit Lyonnais, as an Assistant Treasurer/Human Resources Generalist. Over the years I was
THE CENTER FOR NONPROFIT STRATEGY AND MANAGEMENT                                          16
Phone: (646) 660-6743 | Email:
promoted to Vice President. The company was a branch of the Credit Lyonnais, SA in Paris. We
had 383 people when I arrived and over 1000 by 1995. Credit Lyonnais was bought by Credit
Agricole in 2004. The Corporate and Investment Bank of Credit Lyonnais was merged with the
Corporate and Investment Bank of Credit Agricole and became Calyon. I was responsible for
Recruitment, Employee Relations, Relocation, Terminations, Headcount Management,
Immigration, etc. I partnered with Senior Management to manage the Human Resources function
within their groups. In February of 2008, after 20 years with the bank I decided it was time to retire
and pursue some of my personal interests. I was fortunate enough to be offered a part-time
position with a small broker dealer as a Human Resources Generalist. I am in charge of the HR
function doing what I did before but now I administer payroll and benefits as well.

In 1993 I joined the Volunteer Council of the New York Philharmonic. I was President of the
Council from 2005 – 2007 as well as a member of the Board of Directors of the Orchestra for that

Wayne Ho
Executive Director, Coalition of Asian American Families (CACF)

Wayne Ho, MPP, is the Executive Director of the Coalition for Asian American Children and
Families (CACF). He leads the nation’s only pan-Asian children’s advocacy organization that
aims to improve the well-being of children and families of all Asian Pacific American backgrounds.
During his tenure, CACF has successfully improved language access in New York City public
schools, increased state funding to address mental health issues, and increased city funding to
hire bilingual child abuse caseworkers. CACF’s organizational budget has also more than tripled
under his leadership. Wayne has received a Making a Difference Award from the Family Health
Project, a Commissioner’s Child Advocacy Award from the NYC Administration for Children's
Services, a Community Champion Award from the Korean American Family Service Center, and a
Community Service Award from the Organization of Chinese Americans – New York Chapter.
To ensure that Asian Pacific American needs are being represented, Wayne is a member of the
New York State Governor's Children's Cabinet Advisory Board, Internal Review Board of the New
York State Office of Children and Family Services, New York City Citizen Review Panel, and
Immigration Advisory Board of the NYC Administration for Children's Services (ACS). He also
serves on the Board of Trustees of the New York Foundation, Board of Directors of the
Partnership for After School Education (PASE), Board of Directors of Coro New York Leadership
Center, Board of Directors of the Human Services Council, and Board of Directors of the
Metropolitan Museum of Art's Multicultural Audience Development Initiative. He is also an Adjunct
Professor at the Leonard N. Stern School of Business of New York University.
Previously, Wayne was the administrator of out-of-school time programs for San Francisco Unified
School District (SFUSD), where he collaborated with community based organizations, city and
county agencies, and state and federal departments to meet the academic and social needs of
over 7,000 students at 72 underserved K-12 schools. During his tenure, SFUSD was recognized
by the California Department of Education as a model after school partnership. He also conducted
policy analysis for ACS on options for public and non-profit agencies to expand child care and
worked with the Blue Ridge Foundation New York on performance management systems for start-
up non-profits. In the San Francisco Bay Area, Wayne founded several volunteer-based programs
to empower youth of color to pursue higher education and to become community advocates.

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Phone: (646) 660-6743 | Email:
Megan Heister
Director Advancement Research, Herbert H. Lehman College

Megan Heister is the Director of Advancement Research at Herbert H. Lehman College of the City
University of New York. In her current role, she oversees all aspects of Lehman's prospect
research and management functions. Prior to relocating to New York, Ms. Heister worked at
Massachusetts General Hospital (MGH) where she was responsible for all aspects of the prospect
research and management function of the MGH Cancer Center's multi-million dollar campaign, the
backbone of an overall five-year, billion dollar plus, hospital-wide campaign. Ms. Heister has also
worked at Tufts University where she worked closely with the School of Medicine, College of Arts,
Sciences and Engineering and the Gerald J. and Dorothy R. Friedman School of Nutrition Science
& Policy. In addition to her regular job responsibilities at both MGH and Tufts, Ms. Heister was
actively involved in the implementations of new fundraising databases. An active member of the
Association for Professional Researchers for Advancement (APRA), Ms. Heister current serves on
the Curriculum Planning Committee for the 2011 Conference in Austin, Texas.

Gregory L. King
Principal, Strategic Philanthropy Advisors, LLC

Gregory King, Principal, Strategic Philanthropy Advisors, LLC, has more than thirty years of
professional experience focused on the nonprofit and foundation worlds in a variety of roles
including as a direct service provider, executive level administrator, management consultant, and
corporate foundation grants officer.

He specializes in community economic development, especially in the employment and
entrepreneurship arenas, and in the analysis of nonprofit program implementation challenges. He
is an experienced facilitator, with a long history in managing collaborative projects and coalitions.
He is a former Secretary of the J.P. Morgan Chase Foundation and a program director for
community development grantmaking. He was also Director of Operations for the City Volunteer
Corp. in New York City, the nation’s first urban national service program for young adults.

Mark Levine

For more than a decade and a half, Mark Levine has built and led results-oriented, data-driven
non-profit organizations in the education and economic development sectors. In 1994 he founded
Credit Where Credit Is Due, a community-based non-profit which has helped thousands of low-
income residents of Upper Manhattan gain access to micro-loans and financial literacy training.
Mark went on to serve as Executive Director of Teach For America-New York, where he oversaw
a major expansion in the size of its local teaching corps. From 2003 to 2006 he helped lead a
national non-profit, One Economy, in providing
technology to residents of affordable housing. From 2006-2010 Mark served as founding
Executive Director of the Center for After-School Excellence at TASC (The After-School Corp.),
building a professional development system for the after-school field supported by robust research
and evaluation. Mark majored in physics at Haverford College and then taught bilingual science
at Junior High School 149 in the South Bronx. He received a Masters in Public Policy from
Harvard's Kennedy School of Government.
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Phone: (646) 660-6743 | Email:
Peter Levinson
Principal and Creative Director, LevinsonBlock LLC

For over 20 years Peter has led LevinsonBlock LLC, a firm providing effective marketing and
design for businesses and organizations. During this time, he has worked in partnership with
business and organization executives to deliver a strategically driven, responsive creative

He has successfully re-aligned clients’ brand and communications with target audiences;
transformed websites to make them usable and effective; and enabled his clients to persuasively
promote their businesses through a variety of media. His broad experience in marketing and
design enables him to play a variety of roles on his teams; from project manager to creative
director to troubleshooter.

Peter has received a National Endowment for the Arts Fellowship. His work has received an
American Graphic Design Award and appeared in Designing for the Greater Good, an annual of
great marketing for nonprofits. His work has also been selected for the Logo Lounge II Annual,
Print Regional Design Annuals, and Print's Best Logos and Symbols.

Peter attended University of California at Santa Cruz as an Anthropology Major. He was born in
New York City, and lives with his family in Brooklyn.

Peter is a board member of the Healthcare Public Relations and Marketing Society of New York

Valerie Lisyansky
Art and Graphic Design Consultant

Valerie Lisyansky is a print, web, and new media designer with a focus and interest in startups
and nonprofit organizations. Her diversity of experience and skills cumulates in a dynamic and
varied understanding of different models of communication which she is eager to share with up
and coming organizations. She has a background in animation and illustration, having worked on
projects for Nickelodeon, Disney, and National Geographic, and has had her own work in film
festivals worldwide. With a diverse knowledge of artistic methods, digital tools, and user
experience - she continues to do freelance work in the fields of digital and print media.

Drew Moss
Founder and Team Leader for the Executive Wealth Planning Group

Drew is the Founder and Team Leader for the Executive Wealth Planning Group. After graduating
from Lehigh University with a B.S. in Business and Economics and a minor in American Literature,
Drew joined AT&T in the Corporate Forecasting and Business Analysis group. Upon recognizing
his desire to help individuals navigate financial obstacles, he decided to pursue the Certified
Financial Planner™ certification. Drew launched his financial planning practice in 1995 and has
worked tirelessly at creating blueprints for his clients that provide clarity and comfort around their
financial affairs. Drew helps his clients view their life goals as achievable by helping them
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Phone: (646) 660-6743 | Email:
understand what their wealth can accomplish.

"My professional mission is to create a deep and meaningful relationship with a select group of
clients that inspires them to connect true wealth with purpose." - Drew Moss
Drew is an avid Blues and Jazz music fan and currently lives in Hoboken, NJ with his wife and two

Bonnie Osinski
Chief Fundraising Officer, CAMBA

Bonnie Osinski is Director of Development at CAMBA, a multi-faceted human service agency in
Brooklyn with an annual budget of more than $80 million. She has more that twenty-five years of
development experience, encompassing virtually all methods of fundraising. She has managed
development departments at the American Lung Association, The Door, the Y.W.C.A of the USA,
Graham-Windham Services, Goodwill Industries, The Glaucoma Foundation, and the National
Eating Disorders Association. She has also spent a total of six years as an independent contractor
providing training and consultation to government agencies and nonprofit organizations
throughout the country.

Bonnie received the New York City Mayor’s Voluntary Service Award for more than twenty years
of volunteer teaching with The Support Center of New York. She is qualified by the National
Association of Fundraising Executives as a trainer for the CFRE certification prep course and the
AFP fund raising basics workshop. Bonnie has an M.P.A. degree from NYU’s Robert F. Wagner
Graduate School of Public Service.

Joe Porrino
Management Consultant

For his entire professional career, Joseph Porrino has served and advised non-profit organizations
in a variety of fields. First as a labor and employment lawyer, then as chief operating officer of a
major university in New York City, and, most recently, as a management consultant, Mr. Porrino
has helped numerous non-profits address organizational issues and solve managerial problems.
Representative Clients: Middlebury College, Fordham University, the New School, Barnard
College, DirectSource Healthcare, Monterey Institute of International Studies, Bank Street College
of Education, the Actors Studio, Sotheby’s Institute of Art, the Stella Adler Studio, and the Masters

Representative Assignments:
   Mergers, affiliations, and other strategic alternatives
   Organizational reviews
   Contract negotiations (food service, affinity agreements)
   Regulatory reviews and submissions (federal and state)
   Board governance
   Real estate transactions
   Analysis of policies and procedures
   Government affairs
   Employee communications
   Retirement incentive programs
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Phone: (646) 660-6743 | Email:
In addition to his work as an adviser and consultant, Mr. Porrino has regularly served as a
member of various non-profit boards of directors, including the New York Organ Donor Network,
the Milano Graduate School at the New School, the Union Square Partnership, and the Actors

Contact Information: (631) 726-4859;

Kayla Rosenberg
Manager, Nonprofit Finance Fund

Kayla Rosenberg joined NFF in August 2010 as a Manager for Consulting Services in the New
York Office. She is responsible for providing financial analyses and customized clients
engagements as well as delivering workshops and trainings for nonprofit organizations in New
York City. Previously, Ms. Rosenberg was the Manager of Lending Operations at Seedco
Financial Services, Inc. a national community development financial institution (CDFI)
headquartered in New York City, a legal intern at the Local Initiatives Support Corporation, and a
project manager for the New York City Department of Housing, Preservation and Development.
Ms. Rosenberg holds a B.A. in Political Economics from Barnard College, Columbia University,
and a J.D. from New York Law School.

Daniel Rosenthal
Vice President, Education Alliance

Over the last 20 years, I have been fortunate to serve in numerous settings in the nonprofit and
public sectors in New York City and to play a variety of roles in realms including management,
government affairs, strategic planning, fundraising and communications. Over this period, my
belief in the ability of inspired organizations to improve society in profound ways has grown
stronger, as has my appreciation for the qualities that characterize the organizations that make the
most indelible imprints: enlightened leadership, clear direction, intensive focus and a willingness
to take intelligent risks. At the same time, I fully recognize the complexities inherent in
management, especially during times of economic constraint, and that innovation can seem a
luxury. My aim, then, is to offer myself as a catalyst and source of creative direction to excellent
organizations seeking to surmount challenges and achieve the extraordinary. Following are brief
descriptions of my approach and highlights of my experiences:

Funding and Entrepreneurial Efforts

Approach: Strive for financial health and the ability for self-determination by selectively securing
a diversity of mission-focused revenues that generate surpluses.

---     Led efforts to secure approximately $25 million in support of various capital projects of
nonprofit organizations
---     Oversaw efforts resulting in the acquisition of human service contracts with City, State and
Federal agencies valued at tens of millions of dollars
---     Oversaw efforts resulting in the securing of foundation grants for a broad range of purposes
valued at several millions of dollars
---     Catalyzed or played lead role in planning for: college access programs; programs for
children with special needs; a health and fitness center; wellness programs for seniors; a food
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Phone: (646) 660-6743 | Email:
Government Affairs

Approach: Advocate aggressively and diplomatically with government officials, individually and,
when appropriate, in coalition, for resources and policies that enable the fulfillment of nonprofit

---     Represented dozens of human service agencies to City, State and Federal government
---     Lobbied successfully for capital funds in excess of $20 million from City and State
government (this amount is included in the description of capital funds secured above)
---     Led numerous advocacy coalitions achieving results including: creation of English-as-a-
Second language programs; reinstatement of funds for after-school programs; revisions to the
City’s contracting regulations and practices; renewal (―base-lining‖) of City funds; improvements to
home-delivered meals and homemaking programs
---     Developed deep links with advocacy, umbrella and membership organizations
---     Led and moderated rallies, press events and forums for political candidates

Strategic Planning

Approach: Identify the core, articulate mission and vision, deepen areas of strength and
thoroughly assess environmental conditions – all with a view to making a lasting and remarkable

---    Played lead role in development and implementation of Educational Alliance Strategic Plan
that achieved results including: a clearer mission; a rationalized programmatic portfolio; an
upgraded marketing function; a new visual identity; and a stronger and more diverse Board of
---    Following an Educational Alliance Strategic Plan decision that certain sizable programs
could be better operated by other organizations, led efforts, involving complex relationships with
government and real estate considerations, to withdraw from these programs
---    Oversaw market research, competitive analysis and demographic analysis
---    Fostered a culture of strategic thinking at Educational Alliance beyond implementation of
the Strategic Plan, including interviews, focus groups, visioning and ongoing deliberations about
long-term programmatic planning

Bettina Seidman
Principal, SEIDBET Associates

Bettina Seidman is an experienced executive and career management coach and outplacement
consultant. In 1990 she founded SEIDBET Associates, offering customized performance
coaching, career counseling, and outplacement consulting services to individuals and groups in
corporate and nonprofit organizations. As an independent coach, Bettina has developed and
conducted workshops and partnered individual clients in development and implementation of
successful career management strategies. She coaches clients in improving presentation,
negotiation, and political skills as well as changing careers or jobs.

Bettina provides expert coaching services to executives, attorneys, managers, and professionals,
working with clients in industries including financial services, law, marketing, real estate,
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Phone: (646) 660-6743 | Email:
engineering, technology, retailing, entertainment, and the nonprofit sector. She partners with her
clients and helps them develop strategic action plans for success in career development, career
transition, and job search. She has consulted to corporations, nonprofit organizations, and
universities. Bettina has worked with national and regional outplacement firms including Partners
in Human Resources, The Ayers Group, Right Management Consultants, Spherion, and Michael
Simon Associates. Before devoting her time exclusively to coaching and consulting, Bettina had
over 20 years of experience in human resources and labor relations in corporate and nonprofit

Bettina has a reputation as a thought leader in coaching and career management and has
frequently been interviewed and quoted in print and broadcast media. Recently, she blogged for
The New York Times, and was widely quoted in the Wall Street Journal, The Scientist, Reader’s
Digest, and New York Post@Work. Bettina has written for websites including,,, Metro and She has been interviewed by The Los Angeles Times, Smart Money,
Newsday, and Men’s Health Magazine. Bettina has been an Instructor at New York University,
Marymount Manhattan College, and Baruch College.

Bettina has developed and conducted workshops including: Raising Your Profile, Job Search Over
40, Transitions for Baby Boomers, Negotiating the Best Package on your Next Job, Best
Networking Practices, Sector Change: From Corporate to NonProfit, Career Transition for
Athletes/Actors/Dancers, Resumes that Get Attention, and Overcoming a Stalled Job Search.
She is an active speaker and panelist, with engagements including Training Institute for Mental
Health, National Investor Relations Institute, CCC/Wall Street Journal Interactive, NYSAE, Fifty
Plus Expo, Women in Direct Marketing, New York City Public Library Career Seminar Series, Fifth
Avenue Presbyterian Church, Barnard Women’s International Business Council, and The New
York City and New Jersey Bar Associations

Bettina has an MBA in Industrial Psychology, a BA in Psychology, and a Certificate in Labor
Relations. She is MBTI®, CISS, and 360 Feedback Certified, has studied masterful coaching with
Robert Hargrove, and has completed PeopleSmart training. She keeps her knowledge and skills
up-to-date through involvement in many professional organizations – Bettina is a founding
member and past president of Career Counselors Consortium (CCC), and is a Member of Career
Management Alliance, Association for Psychological Type (APT), Career Development Specialists
Network (CDSN), and NonProfit Resource Group. Bettina is a native of New York City and is
active in her community.

Joan Straussman Brandon
Private Consultant

Joan Straussman Brandon had been with NeighborWorks® America for twenty-five years before
becoming a private consultant in 2006. During those 25 years with NeighborWorks®, Joan spent
seven with Field Operations and eighteen with the Organizational Assessment Division. In Field
Operations Joan was responsible for the development and/or expansion of several
NeighborWorks® organizations. She also provided technical assistance to organizations as well
as training at various institutes and partnership events. For three years she worked exclusively on
developing mutual housing associations. In the organizational assessment division, Joan
managed organizational assessments of some of the network’s more complex organizations, and
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was involved in the development of the PROMPT™ review system. She also developed review
tools for organizations involved with property ownership and management and worked closely with
the Community Building and Organizing Initiative to develop tools based on the PROMPT™ model
to assess community building and organizing activities. Joan was also responsible for more than
sixty of the chartering reviews for new network affiliates Mentoring of new staff and consultants
was also one of Joan’s major responsibilities. Since becoming a consultant, Joan has continued to
do organizational assessments, coaching of staff, Board development, course development and
training, and proposal reviews. She is currently working part-time with the Housing and
Community Development Network of NJ as Director of Programs.

Prior to NeighborWorks® America, Joan was Executive Director of a multi-service organization in
Chelsea, Massachusetts. She was instrumental in developing services and programs for
Chelsea’s growing Latino community. She is fluent in Spanish. In her early professional years,
Joan worked for organizations providing counseling to substance abusers.

Joan has a Bachelor’s Degree from Clark University and a Masters Degree in Social Work with a
concentration in Planning and Community Organizing from Boston College. She has taken a
multitude of courses on every aspect of community development at Harvard Extension School,
NYU, and NeighborWorks® Institutes. Joan has also become a licensed real estate agent in the
state of New Jersey.

THE CENTER FOR NONPROFIT STRATEGY AND MANAGEMENT                                      24
Phone: (646) 660-6743 | Email:

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