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.Michael Miller – CFA, Founder and Managing Director, Colonial Consulting, LLCMichael 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. 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
Dwight Canning - VP and CFO, St. Louis Community Foundation
William Thorpe - Chief Marketing and Development Officer, Mason Investment and Advisory Services
William works with organizations at any stage of considering changes to their current investment consulting relationships. He is typically the first point of contact at Mason for prospective institutional clients. To date, William has lead the growth of Mason's institutional practice from less than $100 million in 2003 to over $3.5 billion as of March 2018. In addition, ha has helped to raise approximately $750 million in private client assets
Dwight has been with the Foundation fo 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.
- VP & Director
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.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. Constance Norton - Office Managing Shareholder, Littler Mendelson P.C.
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.Robert Waldman - Partner, Venable
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.
Lani Starkey - Founder, Fifty Rock Consulting, LLCGlenn Stotts- Portfolio Manager, Brown Advisory
Lani 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.
Glenn is a portfolio manager based in Austin. He joined Brown Advisory in May 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.
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.
Rob Main -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.
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.
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.
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.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.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.