We will add speakers as the agenda is updated
- NBA Hall of Famer and Co-Founder of Admiral Capital Group
David Robinson was named one of the 50 greatest players in NBA history and was a ten-time NBA All-Star. He led the San Antonio Spurs to 1999 and 2003 NBA Championship Titles, and during his time in the league he was named NBA Most Valuable Player (1994-95), NBA Defensive Player of the Year (1991-92), and NBA Rookie of the Year (1989-90). He is a two-time Olympic Gold Medalist and is the all-time leader in U.S. Olympic basketball history in career points, rebounds, and blocked shots. Robinson was inducted into the International Basketball Federation (FIBA) Hall of Fame in 2013.
In addition to his decorated career in the NBA, David and his wife Valerie created the David Robinson Foundation in November of 1992. David has raised close to $40 million for The Carver Academy (TCA), an independent school designed to serve pre-K through eighth-grade students in San Antonio, Texas. In 2012, TCA partnered with IDEA Public Schools as its first school in San Antonio, and the network has grown to 20 schools that reach 10,000 students in San Antonio.
In 2007, David Robinson and Daniel Bassichis, formerly of Goldman Sachs, founded Admiral Capital Group. Built around Robinson’s long-standing values and integrity, the framework for Admiral’s sustainable business model brought together an interest in private equity and a desire to make a positive impact. Robinson and Bassichis have been working together since 2002 on philanthropic and investment activities, with Admiral currently having over $1 billion of assets under management — focused on value-add real estate acquired through discretionary vehicles in partnership with USAA and other institutional investors. Additionally, Admiral has invested in strategic private equity opportunities in the sports and hospitality industries, including partnerships with KKR and Kohlberg & Company.
David Anderson - Manager and Information Security Consultant, CliftonLarsonAllen
David has ten years of experience in the Information Technology field. He conducts and provides project management for network penetration testing, vulnerability assessments, and social engineering engagements within a wide range of industries. David has firsthand knowledge and experience using leading edge hacking/testing methods including: external and internal network penetration designed to gain access to high value targets, social engineering techniques designed to assess all aspects of an organizations security, techniques for email phishing that result in remote access to company networks, bypassing improperly configured firewalls and proxy systems, and domain and network management.
Melanie Audette - SVP, Member and Partner Engagement, Mission Investors ExchangeMelanie plays a strategic leadership role at Mission Investors Exchange, helping to set organizational direction. She works with our members to identify and drive additional resources towards innovative impact investing opportunities, facilitates partnerships across the sector, and represents our network in an increasingly expanding field. Melanie began her career as a member of the U.S. Foreign Service and subsequently managed family offices and a private foundation. She has deep experience in the nonprofit sector, having been in leadership roles in four membership associations and nine nonprofit organizations. Melanie is a founding member of the Impact Investing Committee for the Council of Michigan Foundations and is a member of the Impact Investing Committee at Seattle Foundation. She is a graduate of Indiana University and is based in Seattle. Sundeep Bablani – Director of IT Audit, Financial Institutions, CliftonLarsonAllen, LLPOver 19 years of experience in public accounting, Sundeep's primary experience includes financial audits of financial institutions. He also has experience in internal audit outsourcing, information technology audits, and ACH audits. Sundeep has aassisted with review of IT policies, risk assessments and other consulting projects for various industries. His certifications include CPA, CISA and CITP
Jennifer Ballesteros - Philanthropic Advisor, San Antonio Area FoundationJennifer is responsible for the management and cultivation of business funds at the San Antonio Area Foundation. She is the author and content expert of the Area Foundation's employee hardship and disaster relief program.E. Paul Bayon - Principle, DILAN Consulting Group
Dr. Bayon is a psychologist with expertise in organization development/organization effectiveness, executive coaching, stakeholder constituencies management, and human relations.As a coach, facilitator, and consultant for more than 25 years, Dr. Bayon has worked with individuals and teams on leadership development, change management, strategic planning, and program development/evaluation within finance groups, non-profits, tech and biotech companies, health care systems, insurance companies, professional associations, and legislative advocacy organizations. Attuned to the benefits and politics of diversity and inclusion, Dr. Bayon works with clients to evaluate the root causes of organizational distress and use that knowledge to generate interventions for achieving organizational excellence. Gaining insight and emotional awareness about the underlying nature of an organization’s dysfunctions and people’s responses to it is critical, but only when serving the purpose of taking informed and meaningful action that addresses the client’s needs. Having guided labor and management teams to set aside decades of adversarial history to become working partners, Dr. Bayon knows that change, while hard fought, is possible.
Jonathan Brelsford - SVP of Finance & Investments, The Pittsburgh Community FoundationJonathan is responsible for the financial stewardship of donated assets, as well as the Foundation’s accounting and investments. He works hand-in-hand with the Foundation’s president and CEO, its investment consultants and its Board of Directors. Before joining the Foundation, Jonathan worked with Mellon Global Securities Lending, specializing in European financial institutions and asset-backed commercial paper conduits. He has nearly 20 years of experience in the finance industry. He served as a mortgage underwriter for NVR Mortgage and in commercial and retail banking for Century National Bank. Jonathan also worked in the technology sector, including a period as director of professional services for Personity, a Pittsburgh-based startup. Jonathan currently serves on the Finance Committee of Grantmakers of Western Pennsylvania. He previously served for the Technology Affinity Group of the Council on Foundations, and on the boards of Steeltown Entertainment Project and Nucleus.
Dwight Canning - VP and CFO, St. Louis Community Foundation
Dwight has been with the Foundation for more than 14 years and leads their human resources, information technology, risk management and facilities management. In addition, he has been key in managing the growth of the Foundation. In the past five years, STLCF’s assets have grown by 200 percent to more than $500 million and its annual grant making has quadrupled.
Joe Carter - Vice President of Development, Oklahoma City Community Foundation
Joe has over 29 years’ experience in higher education and nonprofit fundraising for organizations in the areas of major gifts and planned giving. For the past sixteen years he has been with the Oklahoma City Community Foundation and the last thirteen in the role of assisting donors and organizations with planned giving and charitable strategies.David Center - Managing Director, Institutional Services, FEG
In addition to working with some of FEG’s marquee clients, David leads a team of consultants that work with a number of educational institutions, community foundations and other nonprofits. He has more than 15 years of experience helping these types of institutions with allocation and policy work, governance and education, as well as manager search and selection. David was instrumental in advancing FEG’s efforts with regard to its annual Community Foundation Survey, which is in its fourth year. He also serves on FEG’s Investment Advisory and Responsible Investing Committees. Prior to FEG, David served as a consultant with Cardinal Investment Advisors, New Leaf Capital Consulting, and Hammond Associates.Diana Champ Davis - VP of Capacity and CFO, Community Foundation for Greater Atlanta
Diana oversees all of the financial and operational components of the Foundation, with a focus on strategic management of the organization’s resources to maximize return on investment. Diana, who is a CPA, joined the Community Foundation in 2016, bringing a decade of executive financial leadership in nonprofit organizations, as well as 10 years of prior experience in management consulting and for-profit corporate accounting and finance. The Georgia State graduate enjoys spending time in the great outdoors with her husband, Michael, and their two springer spaniels, Cowboy and Scout.Patti Chandler - VP Finance and Administration, Baltimore Community FoundationPatti brings with her a wealth of experience in technology, finance and accounting, and a deep familiarity with the non-profit sector. She is a certified public accountant (CPA), Certified Information Technology Professional and Certified Computing Professional, and holds a master’s degree in business administration. She most recently served as chief financial officer for Beth Tfiloh where she led finance, technology, human resources/personnel and facilities, and managed a $20 million annual operating budget and a $100 million balance sheet.
Chris de Lastic Stuart Comstock-Gay
- President & CEO, Delaware Community FoundationStuart Comstock-Gay has spent his career addressing issues of community, democracy and civil rights, both in philanthropy and civil rights work. He is president of the Delaware Community Foundation, the same post he held in Vermont. He has served as executive director of the National Voting Rights Institute in Boston, director of Demos’ Democracy program, and director of the Maryland ACLU. He has lived in rural, suburban and urban communities in states from Nebraska to Ohio, and up and down the east coast. He attributes his passion for collaborative work to his background in so many diverse places and jobs.
- Director, Finance & Accounting, Community Foundation of Greater Atlanta
Chris is responsible for managing the Foundation’s financial and accounting processes and operations, including audit, budgeting, tax and financial reporting. In 2014, he came to the Foundation after serving at FTI Consulting and Ernst & Young’s financial services office in New York City. Chris graduated magna cum laude from Georgia State University, where he received his B.B.A. in accounting. He is a Certified Public Accountant, a Certified Fraud Examiner and a member of the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.Elizabeth Dollar - Partner, Moss Adams, LLP
Liz has practiced public accounting for over 16 years. Her focus is financial statement and compliance audits for not-for-profit organizations including foundations, multi-service not-for-profit entities, health care organizations, and universities. Liz leads the foundation initiative for the firm and is involved in foundation audits across the firm as a technical resource.
Jay Donato - Investment Manager, The Pittsburgh Foundation
Jay is primarily responsible for the oversight and management of the Foundation’s internally managed portfolio, the Legacy Fund, working in collaboration with the Senior Vice President of Finance and Investments, the Foundation’s investment consultants and its Investment Committee. He began his tenure at the Foundation overseeing the Third Party Investment Manager Program, through which qualified local investment managers maintain advisory capacity over donor funds, and continues to provide guidance to this program. Jay led the implementation of the Foundation’s investment management software, Black Diamond, where the team has built efficiencies around fund reconciliation and portfolio reporting.
- VP & Director, Foundation for the Carolinas
Alyssa serves as the Foundation’s financial point of contact for client relationships and other accounting-related issues. She manages the daily activities of the finance team, and is responsible for overseeing the internal controls of the Foundation and insuring adequate controls exist. Alyssa has more than 22 years of experience in auditing and nonprofit accounting. She spent five years in the field of public accounting, with a concentration in nonprofit and holds a B.S. in Accounting and Masters of Professional Accountancy in Taxation from the University of Utah.
- Retirement Plan Consultant, ABD Retirement Services
Abiy has worked in the retirement plan industry for over 20 years with direct experience in plan operations, ERISA compliance, and investment consulting. Abiy’s clients have ranged from professional firms with complex plan designs to multinational firms that require extensive fiduciary and operational support. In addition, Abiy has experience working with multiple employer groupsBert Feuss
- Senior VP, Investment, Silicon Valley Community FoundationBert oversees the investment and stewardship of charitable capital at SVCF. He and his staff work closely with the foundation’s investment committee and advisors to invest and protect the assets entrusted to the foundation. Portfolio oversight includes individually managed donor advised funds, charitable trusts, the foundation’s endowment, and five investment pool options for donors and nonprofits, including the Social Impact Pool that seeks positive social and environmental impact. Bert speaks and writes regularly on impact investing strategies, asset manager diversity and investment best practices for nonprofit fiduciaries. He is a leader in inclusive investment practices having worked closely with the foundation’s investment consultant to expand the number of high-performing women and minority managers employed by the foundation. Read Bert’s blog on the importance of manager diversity at www.siliconvalleycf.org/manager-diversity, or listen to his podcast on the Philanthropy Now podcast series.
- Manager of Investments, Minneapolis Foundation
Rhonda Godwin - Vice President of Administration, Oklahoma City Community Foundation
Rhonda , a Certified Trust and Financial Advisor (CTFA), directs trust administration, investments, human resources and administrative services for the Community Foundation. Before joining the organization in 2010, she worked in wealth management and trust services for more than 25 years including serving as president of InvesTrust. NA.
Elizabeth Gordon - Controller, Central Florida FoundationAt the Foundation she assists the Executive Vice President and Chief Financial Officer with the accounting and financial management of the Foundation, oversees the day to day fiscal and accounting operations of the Foundation and prepares financial reports. Her areas of expertise include managing accounting operations, analytical problem resolution, regulatory compliance, internal controls, process improvement and GAAP accounting principles.
Being raised in Puerto Rico and St. Croix, she earned a Bachelor degree in Business Administration and a minor in accounting from Catholic University of Puerto Rico. In 2000, she later moved to Orlando where her experience includes working as an accounting manager at a local law firm. Elizabeth is a member of the American Institute of Certified Public Accountants Not for Profit Section.Cybil Guess - VP Donor Relations, Austin Community FoundationCybil leads the Donor Relations team in building relationships and systems that enable donors to deepen their learning, engagement and giving around issues that reflect their values. She collaborates with Foundation team members to best serve existing donors as well as attract new ones. Before joining the Foundation Cybil served at the Director of Experience at the Thinkery, formerly the Austin Children’s Museum. She provided leadership during the organization’s capital campaign and expansion project. She was also a key partner in developing internal and external facing experiences, systems and processes for the Museum. Brett Hunkins - EVP of Finance & Administration, Community Foundation of Greater FlintPrior to joining CFGF, Brett served in Controllership and CFO roles in the private sector. He also has worked in a non-profit setting as an undergraduate and MBA faculty member Northwood University in Midland, MI. There, he also served as Chair of the undergraduate Accounting department for 3 years, and spent 6 years as the NCAA Faculty Athletics Representative. He began his career in public accounting, where he became a CPA. Brett has earned the Certified Fraud Examiner credential and has an MBA from Central Michigan University and a Juris Doctorate from Michigan State University. Brett’s goal is to create an integrated Finance function that is rooted in effective communication and healthy organizational behavior.Rob Main III -Vanguard Investment Stewardship, Head of Portfolio Company Engagement, Analysis and Voting
Rob's responsibilities include company engagement, corporate governance research, proxy voting, and ESG integration efforts on behalf of the Vanguard funds. He plays a lead role in Vanguard policy development and engagement in significant and complex situations. In the last year, the team voted more than 18,000 company proxies in over 70 countries and held almost 1,000 engagements with management and directors of portfolio companies. Prior to this role, Rob was a senior investment analyst and senior manager in Vanguard’s Portfolio Review Department focused on investment manager due diligence, with an emphasis on Vanguard’s active equity international, global, and domestic growth funds. Rob is a frequent speaker at conferences and events, and he actively contributes to thoughtful leadership discussions and publications in industry.
Michael Miller – CFA, Founder and Managing Director, Colonial Consulting, LLC Michael provides the firm's clients with advice on asset allocation, manager selection, and performance evaluation attribution. He has 28 years experience in the consulting business, all with Colonial Consulting. Michael holds a BS degree in Computer Science from Columbia University and an MA degree in Statistics from Columbia University. He was also awarded the Chartered Financial Analyst or CFA designation. Colonial Consulting is a New York-based firm which focuses on providing consulting services to nonprofit institutions. The firm was founded in 1980 and is owned by its employees. At present, Colonial has 130 client relationships representing just over $33 billion of total capital. Constance Norton - Office Managing Shareholder, Littler
Constance is a litigator with over 25 years' experience. Her practice focuses on defending employers in lawsuits involving wage and hour violations, employment discrimination and harassment, and employee theft of trade secrets. She also counsels management on strategies and policies designed to minimize exposure to individual and employee class action or PAGA lawsuits. Constance has extensive experience defending employers in state and federal court and before administrative agencies, including the California Department of Fair Employment and Housing and the Equal Employment Opportunity Commission. She also has broad experience representing companies in mediation and other alternative dispute resolution processes.
Isaiah Oliver - President and CEO, Community Foundation for Greater FlintIsaiah has been widely recognized for his leadership. Born and raised in Flint, Isaiah’s background includes extensive community leadership and executive oversight experience. He served five years on the Flint Community Schools Board of Education, including two years as board president. His executive experience also includes serving four years on the Hurley Medical Center Board of Managers. He previously served as Associate Administrator for Workforce, Community and Grant Development at Mott Community College. Isaiah advocates for an inclusive approach to philanthropy that listens to and works with the people of the community in order to develop a true partnership. This approach allows both the people of a community and engaged philanthropists to be fully vested in and empowered to develop solutions.
Ed Padar- Controller, Greater Houston Community Foundation
Ed became Controller of the Greater Houston Community Foundation in 2003 and used the FIMS system to help manage the growth of the foundation’s assets from $75 million to $757 million. As Controller, Ed is responsible for managing the financial operations of the Greater Houston Community Foundation including systems for reporting program and financial activities and safeguarding the assets of the Foundation. Since 2003, he has seen the number of funds increase from 170 to over 1,600. He holds a Master’s in Business Administration from Eastern New Mexico University with a Major in Finance and a BBA from the University of Michigan in Accounting and Business Administration. Ed has been the Corporate Controller of retail chains, manufacturers, radio stations, and agricultural entities. Over the course of his career, Ed has also been involved with three startup corporations.Brandon Parrish - Portfolio Manager, Brown AdvisoryBrandon is focused on managing portfolios on behalf of nonprofits, families and individuals. He works closely with the firm's investment research and strategic advisory teams to deliver results that support client’s financial goals. He is also a member of the Private Income Partnership (PIP) Investment Committee. Prior to joining the firm, Brandon served as an investment consultant with NEPC where he focused on advising family offices, endowments and foundations on multi-asset class portfolios across the liquidity and complexity spectrum. He was also a member of the Asset Allocation Committee which established the forward looking return and volatility assumptions and he developed firm-wide investment recommendations for clients. Brandon also spent time at BNY Mellon managing various trusts, life income, endowment and foundation portfolios. Tracy Paglia - Partner, Moss AdamsTracy has practiced public accounting since 1997. She has extensive experience assisting tax-exempt organizations on compliance and consulting tax issues from formation to termination. Tracy is a tax and consulting team member on public charity, private foundation, university, association, and health care clients throughout the firm. Her experience includes the redesigned Form 990, unrelated business taxable income, intermediate sanctions and compensation issues, private inurement and excess benefit transactions, charitable contribution disclosures, public disclosure requirements, application for tax-exempt status and entity formation, tax-exempt bonds, change in exempt status and the public support test, controlled organization and joint venture issues, and charitable planning options for donors.
Mike Pawson - CFO, Greater Houston Community Foundation
Mike is responsible for providing critical financial insight and strategic support to ensure excellent service to donors and clients. He came to GHCF in 2016 after thirteen years of experience as a nonprofit CFO and prior to that was an Engagement Manager with McKinsey & Company. Mike is a frequent speaker on the financial management of nonprofit organizations and is an instructor in Rice University’s Nonprofit Finance Certificate Program. Mike received a Bachelor’s degree in Economics and Chemical Engineering from the California Institute of Technology, a PhD in Chemical Engineering from the University of Minnesota, and earned the CMA (Certified Management Accountant) designation in 2010.
Brigid Peterson -Investment Committee Member, Baltimore Community FoundationBrigid is a partner and helps lead the Endowments & Foundations effort at Brown Advisory. She has extensive experience working with nonprofit organizations, institutions and private foundations on strategic, operational and development issues, as well as advising families on structuring their philanthropic legacy. As a member of the Sustainable Investing Leadership Team, she works with clients to develop a mission-aligned investment portfolio. Prior to joining Brown Advisory, Brigid practiced law, working with tax-exempt organizations and high-net-worth families.Coralie Pledger - CFO, Austin Community FoundationCoralie has over 30 years of experience as a Certified Public Accountant, Chief Financial Officer and consultant providing accounting, financial, investigative accounting, and regulatory services. Her expertise is primarily in nonprofits, banking, financial services, and investments. Most recently, she has consulted with various nonprofits and venture capital portfolio companies in budgeting, forecasting, organizational development, internal controls reviews and financial analytics. Coralie also served as the CFO of a local community bank and the bank’s holding company. Coralie has been a volunteer for the Eanes ISD school district and served on the boards of Ballet Austin and the Eanes Education Foundation. She currently serves as Secretary of the EISD Bond Oversight Committee, a group of citizen appointed to oversee the school district’s $55 million bond issuance.
- SVP & CFO, Cleveland FoundationRosanne is a senior finance professional specializing in investment management and capital markets. Rosanne has held the position of Treasurer of five major manufacturing companies including the Lubrizol Corporation, RTI International Metals, Inc., and Dexter Corporation with industry expertise in specialty chemicals, consumer products, metals and power management. In her current role as SVP & CFO, Rosanne manages the finance function for the Cleveland Foundation. Prior to joining the Cleveland Foundation in April 2016, she was responsible for managing $10 billion of global retirement assets for Eaton Corporation in Cleveland.
- Operations & Administration Officer, St. Louis Community Foundation
Jenny helps individuals, families, and corporations to define and reach their charitable goals + serves as the administrator of STLCF's corporate employee care funds, which provide assistance to over 30,000 employees of St. Louis-based businesses.Laura Roos - Partner, Moss Adams, LLP
Laura has been in public accounting since 1991 and serves a variety of not-for-profits, including universities, research entities, foundations, and social service organizations. She has significant experience conducting audits in accordance with Government Auditing Standards and the Single Audit Act. She provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations.Grace Sacerrdote - Executive Vice President & CFO, The Community Foundation for Northeast Florida
Grace joined the Foundation in 2004 with 11 years combined public accounting experience primarily in tax, small business and nonprofit accounting and 10 years experience with a family office in Jacksonville. She has responsibility for oversight of invested assets, and for all matters related to operations and finance of the Foundation.
Jeff Sauter - Chief Finance & Administrative Officer, Arizona Community FoundationJeff oversees the finance and accounting teams, information management, data and administration teams, and human resources. Jeff joined the Foundation as Chief Financial Officer in 2014, having held the position of CFO and Chief Operating Officer for the San Antonio Area Foundation for five years. Since joining the ACF staff, Jeff has significantly enhanced and improved a variety of internal finance, accounting and IT management practices and processes.Venu Shamapant - Board Member, Austin Community Foundation & Chair of the Investment CommitteeVenu is also a Founding Board Member of Austin Speech Labs. He is co-founder of LiveOak Venture Partners and has been investing in early stage Texas based companies and entrepreneurs since 1999. Prior to founding LiveOak, Venu was a General Partner at Austin Ventures where he invested in companies producing more than $1.5B in enterprise values to date. He was an early investor in and sat on the Board of Directors of LifeSize Communications (acquired by Logitech), Spatial Wireless (acquired by Alcatel-Lucent), Navini Networks (acquired by Cisco Systems), Mavenir Systems (NYSE:MVNR) and Sipera Systems (acquired by Avaya Communications). Prior to joining Austin Ventures, he was with McKinsey & Co. serving clients in the enterprise systems and software markets. He started his professional career as a software developer and engineering lead at Mentor Graphics. Venu received his MBA from the Harvard Graduate School of Business, MS in Computer Engineering from the University of Texas at Austin, and a BS in Electronics and Communications Engineering from Osmania University, India.Lani Starkey - Founder, Fifty Rock Consulting, LLCLani is a nationally-recognized philanthropic planning expert, he is an accomplished fundraiser, tax attorney, professor, former CPA*, presenter, and consultant. As a popular and sought-after keynote and breakout session speaker, he frequently presents at conferences and meetings across the country on innovative fundraising strategies as well as traditional development best practices. He is also an Adjunct Professor at the Shidler College of Business at the University of Hawaii at Manoa, where he teaches a course in tax and estate planning to graduate and undergraduate business students. Previously, Lani was Associate Vice President at University of Hawaii Foundation where he led the Principal Gifts and Estate and Gift Planning departments. In his Foundation role, he was a lead gift strategist and partnered with academic leadership, a large team of development staff, and professional advisors to achieve innovative, high-impact, donor-centric solutions.
Helen Stone - Director of Strategic Operations, Oklahoma City Community Foundation
Helen is a CPA with a career in nonprofit finance, including 9 years as CFO with the Arkansas Community Foundation and nearly 5 years in Accounting and Finance with the Oklahoma City Community Foundation.Glenn Stotts- Investment Committee Member, Austin Community FoundationGlenn currently serves on the Investment Committee of the Austin Community Foundation and is active with other non-profit organizations in a similar capacity. Based in Austin, Glenn is a portfolio manager with Brown Advisory. He joined Brown Advisory in 2018 as a result of the combination between Brown Advisory and Meritage Capital. At Meritage for over a decade, he was the deputy chief investment officer and managing director with primary responsibilities for investment research, manager due diligence and portfolio construction of alternative strategies for family offices and institutions. Prior to joining Meritage, Glenn served as an associate at The University of Texas Investment Management Company (UTIMCO), where he focused on the endowment’s marketable alternatives portfolio. He started his career as an analyst at Merrill Lynch, based in New York and London. Glenn received a Bachelor of Arts degree in Economics and International Studies from Northwestern University and a Master of Business Administration degree in Finance from The University of Texas at Austin. Glenn holds the Chartered Alternative Investment Analyst (CAIA) designation
William Thorpe - Chief Marketing and Development Officer, Mason Investment and Advisory Services Robert L Waldman - Partner, Venable, LLP
William joined Mason Investment Advisory Services, Inc. in October 2003. He leads the development of Mason’s institutional investment practice and has helped to raise more than $4.5 billion of Mason’s $7.5 billion in assets under management. Mason was listed at #19 on Barron's 2018 "Top Institutional Consultants" list. He has spoken at multiple investment industry conferences and works with board, committee and staff members of nonprofit organizations nationwide. Mr. Thorpe is a member of Mason’s Management Committee. He received both his Bachelor of Business Administration in Finance in 1993 and his MBA, with a concentration in Finance in 2002 from The University of Maryland. Mr. Thorpe lives in Bethesda, MD with his wife, two children and their two rabbits, Charger and Smokey.
Bob serves as counsel to foundations, hospitals, educational institutions, trade associations, community foundations, and other charitable entities, and counsels companies on corporate social responsibility matters. He represents some of the country's largest nonprofit organizations and has significant experience in international philanthropy. Bob also practices extensively in philanthropic and estate planning, employee benefits, and taxation. He has advised numerous nonprofit clients on corporate governance issues, as well as on tax, compensation, and grant making concerns. Bob has been involved in restructuring nonprofit corporations to minimize liability and achieve program goals by utilizing multiple corporations, boards, and advisory committees. He has also represented nonprofit organizations before the Internal Revenue Service and the Office of the State Attorney General concerning a variety of issues.Megan Warrick - EVP & CFO, Central Florida Foundation
on in the non-profit sector. Prior to joining the Foundation, Meghan was an audit manager in KPMG LLP’s public services practice and served numerous governmental and not-for-profit clients. She is a member of the American and Florida Institutes of Certified Public Accountants.nistratin has been with the Foundation since 2004 and is a Chartered Global Management Accountant with more than 20 years of experience in accounting, auditing and financial admighaeM Meghan holds both a Master of Accountancy and a Bachelor of Business Administration degree from Stetson University. She is a former Trustee of the First Congregational Church of Winter Park, is a graduate of Leadership Orlando’s Class 79 and is involved with the School Advisory Committee at her son’s school.