Community Action Agency of Southern New Mexico
Rodolfo is the Director of the Family Empowerment service group at Community Action Agency of Southern New Mexico (CAASNM). He has worked in managerial positions at Coca-Cola and General Electric and served as a research analyst at the Institutional Research Office at NMSU and as an economic promoter at the Chihuahua State Government. His educational background and work experience in the public and private sectors allow him to transition between technical and business projects, which help him realize CAASNM’s vision of implementing cost-efficient programs that help people improve their quality of life. Rodolfo is an international speaker and has lectured on economic development, leadership and business topics in Russia, Finland, Canada, the United States and Mexico. Rodolfo earned his Doctorate in Economic Development and his MBA from New Mexico State University (NMSU), along with a Bachelor’s in Industrial Engineering from the Instituto Tecnológico de Chihuahua.
Jenae Bjelland, NCRT
National Association for State Community Services Programs
Jenae is the Executive Director of the National Association for State Community Services Programs (NASCSP). Prior to accepting the position of Executive Director, she was the Director of Healthy Homes for NASCSP and previously the Director of Research for NASCSP. Jenae brings fifteen years of experience in the anti-poverty and energy efficiency network - working at the local, state and national level. She is results driven, adept in analyzing process management, data, and technology needs and is certified as a National Results Oriented Management and Accountability (ROMA) trainer.
Jean Block Consulting, Inc.
Jean is a nationally recognized speaker, trainer and consultant on nonprofit management, FUNdraising, board development and social enterprise. She has more than 45 years experience in the nonprofit sector as both board and staff. Jean has published two books as part of her In the Trenches manuals: The Invisible Yellow Line: Clarifying Nonprofit Board and Staff Roles and The Nonprofit Guide to Social Enterprise: Show Me the (Unrestricted) Money!. She has also written the nonprofit books: FUNdraising! 180+ Great Ideas to Raise More Money, The ABCs of Building Better Boards, and Fast FUNdraising Facts for Fame & Fortune. Visit her web site at www.jblockinc.com to learn more, sign up for her free newsletter and download free useful forms.
Tai Blythe, MS, CCAP
Pace Community Action Agency
Tai serves as Pace Community Action Agency’s Associate Director handling agency communications and working within the Head Start and Early Head Start Programs. She is an adjunct professor and has held past positions of ERSEA Specialist and Program Coordinator. She has worked with a variety of non-profit organizations that include hospitals and youth development programs. Tai has also worked with Fortune 500 companies in developing employee wellness initiatives, workplace safety, smoking cessation and parenting classes. She holds a Master’s in Leadership Development and a Bachelor’s in Psychology with a minor in Sociology.
Tanya Broder, Esq.
National Immigration Law Center (NILC)
Tanya is a Senior Staff Attorney at the National Immigration Law Center (NILC). She specializes in the laws and policies affecting access to health care, public benefits and education for low-income immigrants across the United States. She writes articles and policy analyses, provides technical assistance, co-counsels on litigation, and presents trainings to legal and social service providers, government agencies, legislative staff, and community-based organizations. Before joining NILC, she worked as a policy analyst for the Northern California Coalition for Immigrant Rights and as a staff attorney for the Legal Aid Society of Alameda County in Oakland. Tanya is a graduate of Yale Law School.
Adam Brown, Esq.
Fisher & Phillips, LLP
Adam is an associate in the Denver office of Fisher Phillips. He represents and advises employers in a wide array of labor and employment matters, including OSHA and other workplace safety issues. Adam has represented employers in Federal and State Court, before administrative agencies, and in private and industry arbitration hearings. He has also represented clients in front of the NLRB, and has represented clients in connection with collective bargaining negotiations, labor arbitrations and grievance hearings, and unfair labor practice charges. Adam also counsels employers on wage and hour issues, and has experience representing employers in cases arising under the FLSA and state wage payment laws. In addition to litigation and other defense work, Adam regularly drafts and revises employee handbooks, employment agreements, and other employment policies, and provides advice to clients who need solutions to unique and challenging workplace issues.
Lauren Christopher, JD
Federal Office of Community Services
Lauren is the Director of the Division of Energy Assistance which administers the Low Income Home Energy Assistance Program (LIHEAP), Leveraging Incentive Program and the Residential Energy Assistance Challenge Program (REACH) at the federal level. Previously, she served as the Energy Program Operations Branch Chief in the Division of Energy Assistance for three years starting in 2010. Lauren has a public service career spanning more than 10 years with positions at both the federal and local government levels. She served as a LIHEAP program analyst for performance measurement and policy activities. She also has prior experience with several other federal programs, including the Child Support Enforcement Program and the U.S.-Mexico Border Program, which is administered by the U.S. Environmental Protection Agency. Lauren is an attorney, licensed in Maryland. She received her Juris Doctor from The Catholic University of America, Columbus School of Law, and her Master of Public Policy and Bachelor of Arts in political science from American University in Washington, D.C.
Tillman Coffey, Esq.
Fisher & Phillips, LLP
Tillman is a Partner in the Atlanta office of Fisher & Phillips LLP. He joined the legal profession with 15 years of real world experience working in jobs ranging from supervisor in a lead smelter blast furnace to working as a cloth spreader in a garment factory. This experience has been an invaluable tool in understanding employees, workplace issues, and in providing practical advice. Tillman practice focuses on the defense of employment discrimination complaints in court and before the Equal Employment Opportunity Commission and various state commissions. Tillman also advises clients on the preventive measures they can take to minimize liability. In addition, he provides training to management and speaks to groups and associations on many labor and employment law topics, including effective hiring, discipline and discharge, disability law, sexual harassment, wage and hour law, and family and medical leave. Tillman graduated with highest honors from Middle Tennessee State University and with honors from University of Tennessee College of Law.
Jarle Crocker, Ph.D
National Community Action Partnership
Jarle is the Director of Training and Technical Assistance at the Community Action Partnership. He is responsible for developing, planning, implementing, and directing training and technical support for the national network of CAAs that help low-income people achieve economic security. His expertise includes strategic planning, performance measurement, community involvement, education reform, and early childhood systems and services. He has also served as a consultant to CAAs and managed training and technical assistance for public agencies and nonprofits. Prior to joining the Partnership, Jarle served in a number of roles at other national organizations, including Assistant Director for Community Services at the National Civic League and most recently as Program Manager at the National Human Services Assembly. Jarle has a doctorate from George Mason University's School for Conflict Analysis and Resolution—where he also serves as adjunct faculty, teaching graduate classes on organizational change and the design and facilitation of public policy consensus-building processes.
A New Leaf/ MesaCAN
Kathy is the current Chief Program Officer of A New Leaf, a social services organization in Mesa, Arizona. She has worked in nonprofit administration for over 20 years, with her last assignment being the executive director of Mesa Community Action Network. Kathy has extensive experience in the areas surrounding Community Action, domestic violence and homelessness prevention, and has served in a variety of roles, including in direct service and administration. She holds a bachelor’s degree in social relations from the University of California, Riverside.
Robin is the founder and president of DossPerformance, which empowers organizations to grow their people by designing and implementing innovative talent development programs. Robin also develops curriculum for thought leaders who want to share what they know with their communities and help people create positive change with that knowledge. She has worked with everyone from nonprofits making a difference, to Fortune 100 companies wanting to support their people, to entrepreneurs and small companies with big ideas. Robin serves as the past-president of the Association for Talent Development, Rocky Mountain Chapter and is a mentor and Young Professionals Council Executive Committee member with Denver Kids, Inc.
Dr. Dawn Riley Duval
Ashmore Duval Consulting, LLC
Dawn has 15 years’ experience as a community organizer, facilitator, trainer, and consultant to grassroots groups in Colorado, Japan, Namibia, and Tennessee. She is also a leader in the Black Lives Matter movement and is committed to racial justice and women’s equality. In recent years, she has received awards for her activism from the National Association for the Advancement of Colored People (NAACP) CO-MT-WY Conference, Colorado Black Women for Political Action, and Vanderbilt Divinity School. Dawn is an ordained minister and has a Master’s Degree in Print Journalism from the University of Colorado at Boulder, a Master’s in Divinity with an emphasis on social justice from Vanderbilt University, and completed a doctoral program at Chicago Theological Seminary.
Eleanor Evans, Esq.
Community Action Program Legal Services, Inc.
Eleanor is Executive Director and General Counsel of Community Action Program Legal Services, Inc. (CAPLAW) and General Counsel to Action for Boston Community Development, Inc. (ABCD). She advises Community Action Agencies nationwide on a broad range of legal, governance and compliance matters; writes publications; and presents workshops throughout the country on those matters. Before holding these positions, Eleanor was CAPLAW's Deputy Director and Senior Counsel. Prior to joining CAPLAW, she practiced with the Boston law firm of Hill & Barlow, where she represented nonprofit and for-profit organizations in corporate, tax and employee benefits matters. Eleanor is co-author of Being a Player: A Guide to the IRS Lobbying Regulations for Advocacy Charities, published by the Alliance for Justice. She is a graduate of Smith College and Georgetown University Law Center.
The Civic Canopy
Bill is the founder and executive director of The Civic Canopy, a leading edge nonprofit that “helps the many work as one for the good of all.” In fields ranging from early childhood and youth development, to health and wellbeing, to education and civic engagement, the Canopy provides the facilitative leadership to allow disparate groups to work together more effectively toward a greater collective impact. Prior to founding The Civic Canopy, Bill was a high school teacher, national educational consultant, and then started his own corporate and civic consulting firm, Civil Conversations LLC. He has helped launch both local and national start up organizations, and has provided technical assistance and coaching to clients in all stages of the organizational life cycle. He has an undergraduate degree in history from Brown University, an MA in Curriculum and Instruction from the University of Colorado at Denver, and a Ph.D. from the University of Denver and Iliff School of Theology focusing on dialogue and social change. In an age of increasingly global-and often conflicting-perspectives, Bill has a passion for bringing the best ideas to a conversation and helping participants transform conflict into collaborative ways to solve problems.
Denise Harlow, NCRT, CCAP
Community Action Partnership
Denise is the Chief Executive Officer for the Community Action Partnership. Prior to this position, she served as Interim Chief Operating Officer and the Senior Director of Training and Technical Assistance. Denise has more than 25 years of experience in the nonprofit and governmental sectors. Prior to her tenure at the Partnership, she served as the CEO for the New York State Community Action Association, Senior Vice President for Capacity Building at the New York Council of Nonprofits and started her Community Action career as a social worker at Schenectady Community Action Program. Denise has served on several nonprofit boards of directors as was an appointee to the Governor's Early Childhood Advisory Council (NY). She has a Masters Degree in Social Work from the University at Albany with a focus on nonprofit management where she was also a Fellow on Women and Public Policy at the Center for Women in Government and Civil Society. Denise holds a Bachelor Degree in Social Work from Valparaiso University.
Seth Hassett (invited)
Federal Office of Community Services
Seth is the Director of the Division of Community Assistance (DCA) within the Office of Community Services (OCS). A major program within the division include the Community Services Block Grant. In addition to coordinating large block grant programs, DCA supports specialized technical assistance and exemplary practice programs focused on areas such as benefits enrollment coordination, performance management, and leadership development for community services providers. Seth is a social worker with experience in health and human service program administration, policy and budget, as well as community planning and services delivery.
Adams County Youth Initiative
Becky is the Executive Director of Adams County Youth Initiative. Becky’s professional career and expertise has been dedicated to leading youth development teams focused on at-risk youth populations, driving strategic plans, measuring impact and building relationships with key stakeholders. She has served in leadership positions in the Denver metro area and has international experience (Australia and England) with engaging with multi-sectors and levels of leadership. In her current position as the Executive Director of the Adams County Youth Initiative (ACYI), she has led a collective impact collaborative with over 75 organizations, who are committed to the academic success of over 100,000 students. Becky provided key leadership in transitioning ACYI from an unincorporated federally funded grant to a standalone non-profit adopting the proven national framework, called StriveTogether. Becky holds a Bachelor of Science degree in Sport, Health, Leisure and Physical Studies with a focus on Community/Commercial Management from The University of Iowa. She is also trained in LEAN from Denver Health.
Dawn Z. Hommer, CCAP, MBA
Community Action Agency of Southern New Mexico
Dawn is the Chief Executive Officer at the Community Action Agency of Southern New Mexico. Dawn is a Certified Community Action Professional, a Certified Business Incubation Manager through the National Business Incubation Association, and a certified instructor for the NxLevel Entrepreneurial Training Program. She serves on several Community Action Boards including the New Mexico Association of Community Partners, Region VI Community Action Partnership, and CAPLAW. She holds a Master of Business Administration from NMSU where she also received her Bachelor of Business Administration in Marketing, with Distinction in University Honors. Dawn is a 2014 Girl Scouts of the Desert Southwest Woman of Distinction and was nominated for Business Woman of the Year in 2015.
Keith Hundley, CPA
Carr, Riggs & Ingram
With 21 years of diversified CPA experience, Keith provides accounting and auditing services to governmental entities and not-for-profit organizations across the United States. As a part of the firm’s governmental and not-for-profit audit team recognized throughout the South for its knowledge of government auditing standards, Keith participates extensively in audits of community action agencies, Head Start programs, state and local government, specializing in the Single Audit Act and the OMB Uniform Guidance. Additionally, Keith provides accounting and consulting services to not-for-profit organizations in the areas of budgetary compliance, cost allocation plans, tax planning and compliance, special transactions accounting assistance, fiscal operations training and technical assistance, and board training. As a consultant for the Head Start National Center on Program Management and Fiscal Operation’s Fiscal Consultant Initiative, Keith provides T/TA services to Head Start programs across the nation. Keith regularly serves as a continuing education leader for CRI as well as a certified facilitator in the CRI Leadership Academy. Keith is an active member of the American Institute of Certified Public Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA). Keith is a 2011 inductee to the Troy University Accounting Hall of Honor.
Anita Lichtblau, Esq.
Casner & Edwards
Anita is a partner in the Nonprofit Organizations Law practice of Casner & Edwards, a Boston law firm which provides comprehensive legal advice to tax exempt organizations and businesses and individuals involved in nonprofit matters. Her areas of legal expertise include nonprofit formation and affiliations, governance, fundraising, lobbying and political activity, employment, and government and foundation grants and contracts. Before joining Casner & Edwards, Anita served for fifteen years as both the General Counsel for Action for Boston Community Development (ABCD), a large nonprofit human services organization and Community Action Agency (CAA) that provides Head Start and other services to low-income people, and Executive Director of Community Action Program Legal Services (CAPLAW), a nonprofit providing legal training and technical assistance to the approximately 1,000 CAAs across the country. In those positions, she advised, provided training, and wrote numerous articles and publications on many issues. She presented hundreds of in-person workshops and webinars across the national Community Action network. Prior to holding those positions, Anita was a senior trial attorney with the United States Department of Justice handling white collar criminal cases in federal courts in New England and practiced with the Boston firm Hill & Barlow and the Washington D.C. firm Steptoe & Johnson. Anita is a graduate of Harvard Law School and Cornell University.
Federal Office of Head Start
Ann is the Acting Director of Office of Head Start (OHS). Prior to this position, she has held senior management positions in OHS for 20 years overseeing the Divisions of Program Development, Quality Assurance and Program Operations. Ann’s leadership has been instrumental in the roll out of improvements to the monitoring systems and in OHS’ efforts to implement risk mitigation strategies to improve program performance and increase accountability. Ann began her federal career in 1992 in Region I as the Head Start Regional Program Manager responsible for Head Start programs in New England. Before joining the federal government she was the Executive Director of a non-profit agency for nearly a decade that provided Head Start and Child Care services in eight communities in Massachusetts. Ann began her career as a special needs teacher for medically fragile children. She holds a BS in Sociology and Psychology and a Masters in Education from Boston State.
Christopher Logue, Esq.
Community Action Program Legal Services, Inc.
Christopher is a Staff Attorney at CAPLAW. Christopher trains and advises community action agencies on a range of legal issues, including governance, employment law, Head Start, board responsibilities, and tax-exempt organization law requirements. Before joining CAPLAW, Christopher managed the Legal Advocacy Program at Casa Myrna, a Boston-based nonprofit organization that provides services to low-income victims of domestic violence. He is a graduate of the University of Massachusetts and Northeastern University School of Law.
Allison Ma'luf, Esq.
Community Action Program Legal Services, Inc.
Allison is Deputy Director and Senior Counsel at CAPLAW. She advises community action agencies on a wide range of legal issues, including board responsibilities, Head Start, employment law, and tax-exempt organization law requirements. Prior to joining CAPLAW, Allison practiced law as a corporate associate at Goodwin Procter LLP in Boston, Massachusetts and Troutman Sanders LLP in Atlanta, Georgia where she represented public and private companies and nonprofit organizations in general corporate matters. She also completed a two-year appointment to the Staff Attorney's Office at the United States Court of Appeals, Eleventh Circuit. Allison received her undergraduate and law degrees from Wake Forest University.
Darin Mackender, Esq.
Fisher & Phillips, LLP
Darin is a partner in the Denver office of Fisher Phillips. Darin has extensive experience representing employers before state and federal agencies and courts in matters ranging from single-plaintiff discrimination cases to multi-plaintiff wage and hour cases. He also is an experienced appellate attorney, having briefed and argued numerous cases before state and federal courts of appeals. In addition to his litigation practice, Darin advises employers, large and small, regarding compliance with the maze of rules and regulations governing the workplace, assists employers with day-to-day personnel decisions, and drafts employment policies and contracts. Darin is a frequent speaker at labor and employment law seminars for human resources professionals, business owners, and attorneys, and was a contributing author to the Practitioner’s Guide to Colorado Employment Law for many years. He has been recognized in The Best Lawyers in America since 2013 and has received repeated recognition in Colorado Super Lawyers for his labor and employment practice. He is “AV” rated by Martindale-Hubbell.
Renée O'Rourke, Esq.
Renée is a shareholder at Greenberg Traurig where she focuses her practice on employee benefits and ERISA, including retirement plans, executive and stock compensation and health, welfare and fringe benefit plans. Renée's experience in employee benefits includes representation of clients before the Internal Revenue Service (at both the audit and appellate levels) and the Department of Labor and includes designing, drafting and amending profit sharing plans, money purchase pension plans, target benefit plans, defined benefit plans, 401(k) plans, 457(b) and (f) plans, 457 trusts and custodial agreements, 403(b) plans and group trusts. Her experience in the health, welfare and fringe benefits area includes designing, drafting and implementing cafeteria plans, medical expense reimbursement plans (medical FSAs), dependent care assistance plans (dependent care FSAs), self-insured medical plans, wellness programs, HSAs, HRAs, retiree medical plans, disability plans, severance pay plans, and voluntary employees' beneficiary associations (VEBAs). Renée holds a B.S. in Business Administration from the University of Southern Colorado, a J.D. from the University of Denver Sturm College of Law, and an LL.M. from the University of Denver.
Richard W. Pins, Esq.
Stinson Leonard Street, LLP
Rick is a Partner in the labor and employment law practice groups at Stinson, Leonard, Street LLP. He splits his practice equally between the labor and employment disciplines, and both counsels and litigates on behalf of clients. Rick also has considerable commercial litigation experience. He has appeared before numerous state and federal judges and administrative agencies, including the Department of Labor, the National Labor Relations Board and the Equal Employment Opportunity Commission (EEOC). Rick counsels clients daily in a variety of employment-related areas, including wage and hour, drug and alcohol testing, Family and Medical Leave Act (FMLA), discrimination, hiring, discipline, separation, privacy, background checking, record keeping and workplace violence. He also counsels clients on compliance with state and federal prevailing wage laws and transportation regulations. Rick frequently trains supervisors and employees on the basics of employment law, positive employee relations and preventing workplace harassment and discrimination. He has been regularly selected for inclusion in both Super Lawyers® and Top 40 Employment Super Lawyers®. Rick received his bachelor’s degree in Economics and Political Science from the University of Wisconsin-Madison and his law degree from the University of Minnesota Law School.
Dr. Bertha Proctor, SPHR, CCAP, SHRM-SCP
Pace Community Action Agency
Bertha is the Chief Executive Officer (CEO) and Head Start Director at Pace Community Action Agency. She is also a Lead Consultant for WiseCAP Training & Consulting. She serves on various boards, conducts state and national trainings, and has served as an adjunct faculty member at local universities. She also has developed and implemented a variety of management systems and business initiatives. Leadership training and staff development are her forte and stem from her advanced education in Communications, Human Resource Development, and Educational Leadership.
Adam Pyzdrowski, CPA
Adam is a Certified Public Accountant and Manager at CliftonLarsonAllen LLP (CLA). He has focused on nonprofit organizations and state and local government entities his entire career. Providing financial statement and single audit assurance services, he works with clients to help ensure they are in conformity with financial reporting requirements, federal grant compliance rules and regulations and internal control best practices. He also assists clients with preparation of Federal and state tax filings to be in accordance with Internal Revenue Service (IRS) code and instructions while working to strengthen the image presented by organizations through their tax filings. Adam also supports clients by identifying risks related to tax exempt disclosures, unrelated business income, sales and use tax exposure and international filing requirements. Additionally, he serves as a national instructor for CLA’s internal training program and a regional instructor for CLA’s nonprofit and government client trainings presenting on industry topics including risk-based reserves, financial reporting updates, internal controls over financial reporting and grant compliance and data analytics. Adam graduated from Luther College with a degree in accounting.
Kate Raabe, Esq.
Fisher & Phillips, LLP
Kate is of counsel in the Denver office of Fisher & Phillips, LLP. She represents management clients in the area of labor and employment law. As part of her practice, Kate has been counseling and advising clients on OSHA matters for more than three decades. In addition to OSHA, Kate’s practice includes working with employers in the area of traditional labor law and NLRB matters, as well as wage-hour and Davis-Bacon issues, minority/women/disadvantaged and small business certifications, discrimination and wrongful discharge claims, unfair labor practices, affirmative action obligations for government contractors, drafting employment policies and revising employee handbooks, and counseling clients on a wide variety of other personnel and employment related matters. She is a frequent speaker to business owners, HR specialists and trade associations, and has an AV rating from Martindale-Hubbell, which recognizes lawyers judged by their peers to be at the highest level for both substantive legal skills and ethics.
Dave Rinebolt, JD
U.S. Department of Energy
Dave became the manager of the Weatherization Assistance Program at the U.S. Department of Energy (DOE) in June of 2016. He is responsible for the oversight of 57 state and territorial grants that will provide critical services to more than 35,000 vulnerable households. Dave has over 30 years of experience in dealing with policy issues relating to energy and social services programs. Prior to joining DOE, Rinebolt served as Executive Director of Ohio Partners for Affordable Energy (OPAE) for over 20 years.The OPAE oversees the operation of more than $12 million in weatherization programs and fuel funds for seven utilities annually. Dave holds a Bachelor of Liberal Studies Degree from Bowling Green State University and a Juris Doctor Degree from the Columbus School of Law at the Catholic University of America.
Susan Schaecher, Esq.
Fisher & Phillips, LLP
Susan is a partner in the Denver office of Fisher & Phillips LLP and represents employers in bench and jury trials and appeals in state and federal courts, arbitrations, mediations, proceedings before state and federal administrative agencies, and government audits. She also advises employers involved in investigations, drafting policies and negotiating agreements. Sue provides advice and counsel to employers of all sizes from a variety of industries on matters such as employment discrimination, covenants not to compete, trade secrets, unfair labor practices, wrongful termination, workplace violence, wage and hour issues, hiring, discipline, termination, workforce reductions, policy development, affirmative action and litigation avoidance. Throughout her career, she has presented seminars for companies and trade groups and at continuing education programs for attorneys and human resource specialists on labor and employment law topics. Sue is a frequent contributor of articles on labor and employment law developments for business and legal publications. "AV" Peer Review Rated by Martindale-Hubbell for preeminent skill and ethics, Sue has been listed in Best Lawyers in America since 2015.
Third Sector Group
For 30 years Kimberley has worked to serve the greater good as a fundraising professional and consultant. Her path includes working in public media at the University of Tulsa, helping the indigent through Hillcrest Medical Center Foundation, advancing entrepreneurship at Junior Achievement worldwide, and as the founder and principal consultant for Third Sector Group, a Colorado-based consulting practice. TSG is committed to working with community leaders to create transformation that is sustainable, focused, and results-oriented. Kimberley is a nonprofit governance guru; a fundraising maven; and a strategy designer. She is also one of a handful of people in Colorado skilled in facilitating organizational mergers and collaborative projects. Kimberley holds two Bachelors of Art degrees from the University of Utah in Communications and German. She achieved CFRE status from the Association of Fundraising Professionals. She lives at the edge of Pikes Peak with her business partner and husband, Chuck Gale.
Allison Slife, CPA
Allison is a Certified Public Accountant and Manager at CliftonLarsonAllen LLP (CLA). Her experience has been focused on serving state and local governments by providing financial statement audits, single audits, and consulting services. She works with clients to help ensure they are in conformity with financial reporting requirements, federal grant compliance rules and regulations including the Uniform Guidance, and internal control best practices. Additionally, she serves as a national instructor for CLA’s internal training program and has presented at a variety of conferences in Colorado on the Uniform Guidance and single audits. Allison graduated from Xavier University with a degree in accounting and finance.
Kay Sohl, PA
Kay Sohl Consulting
Kay has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 6,000 nonprofit organizations throughout the United States. She focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight, compliance with federal funds management requirements, and the challenges of nonprofit accounting and financial reporting. She is a frequent presenter for state and regional coalitions of nonprofits, and continuing professional education programs for attorneys and accountants serving the nonprofit sector. She has worked extensively community action agencies, CAPLAW, and the Community Action Partnership. Kay has authored multiple financial management toolkits for CAAs and other nonprofits, including resources for cost allocation, financial reporting, dashboard development, and the new OMB Uniform Guidance. She is a licensed public accountant and graduate of University of California at Berkeley. She has a masters in teaching from Reed College and completed post-graduate work in accounting and business law at Portland State University.
Harlan D. Tardy
United Community Action Partnership
Harlan has been in Community Action for 42 years. He spent over 41 years at Arrowhead Economic Opportunity Agency, Inc., (AEOA) in Virginia Minnesota. In addition, he served the last three years as the Executive Director of both AEOA and Kootasca Community Action Agency in Grand Rapids, MN, a shared services partnership that provided an opportunity for both agencies to share administrative and central costs, resulting in significant cost savings to programs delivered in their service areas. Upon retirement from AEOA, Harlan assumed the Interim Executive Director position at United Community Action Partnership in Marshall, MN, a newly merged partnership between Western Community Action and Heartland Community Action in Southwest/South Central Minnesota.
Denes Tobie, CPA
Denes is a Certified Public Accountant and Partner in Wipfli LLP’s nonprofit and government practice (NGP). She oversees audit engagements and consulting opportunities and works with clients to maintain compliance with laws and regulations. In addition, she also oversees the NGP’s training practice. As a leader of this practice, Denes trains nonprofits and government agencies in regulations, best practices, and governance. She graduated from University of Wisconsin, Platteville with degrees in accounting and business administration.
R. Brian Tipton, Esq.
The Private Client Law Group
Brian is the Managing Director at The Private Client Law Group in Atlanta, Georgia. Previously, he worked in Montgomery, Alabama for the law firm Sasser, Sefton, Brown, Tipton & Davis, P.C. as a Shareholder. Prior to entering private practice, he completed a judicial clerkship with Senior United States District Judge James H. Hancock, of the Northern District of Alabama. His practice is concentrated in the representation of nonprofits and other tax-exempt organizations. He regularly represents Community Action Agencies and Head Start Programs in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation. In addition, Brian consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits. He is a summa cum laude graduate of both the Louisiana State University and the Cumberland School of Law of Samford University.
Dr. Leah Weiner, Ed.D
The Nonprofit Learning Lab
Leah is the founder and board chair of The Nonprofit Learning Lab (NLL) which is a national nonprofit that connects, supports and develops individuals seeking to lead the nonprofit sector. Leah has long believed that having a strong network of support makes the day-to-day work of a nonprofit professional much easier! In her more than 14 years in the nonprofit sector, Leah has worked as an executive director, professional fundraiser and program director at organizations such as the Division for Early Childhood, Cedars-Sinai Medical Center, KEEN Los Angeles, Life Steps Foundation, Los Angeles Review of Books, YMCA and Hillel. Over her career, she has launched nonprofits, developed fundraising departments and raised over $4 million annually for various organizations. Leah has also taught workshops, webinars and graduate-level courses in nonprofit management. She is the board chair of NLC-Denver, a national training program for leaders and entrepreneurs. She also serves on the board of DOVIA Colorado, an organization dedicated to supporting professionals that lead and work with volunteers. She previously served as a conference committee member for Partnership for Philanthropic Planning in Los Angeles, a board member of New Leaders Council-Los Angeles, a board member of Young Nonprofit Professionals of Los Angeles and a regional council board member of Bend the Arc Southern California. Leah received a doctorate in organizational leadership and development from Pepperdine University and a masters degree in public administration and nonprofit management from California State University - Northridge.
National Head Start Association
As a seasoned leader in both executive and policy roles, Yasmina's professional experience and capabilities have delivered improvements in the lives of children at the national, state, and local levels. She is now Executive Director of the National Head Start Association (NHSA). Yasmina came to the National Head Start Association after several years as principal and founder of EDGE Consulting Partners. As the first Executive Director of the National Association of Child Care Resource & Referral Agencies (now Child Care Aware America) she led NACCRRA's transition from an all-volunteer association of fewer than 200 child care resource and referral agencies to a powerful national network of 860+ community-based organizations. Under her leadership, NACCRRA organized the national grassroots campaign that was instrumental to securing the funding for child care in the welfare reform legislation. Yasmina's portfolio of experience is grounded in service as executive director of an early care and education program serving low-income families and as development director for a cluster of non-profit child care centers. In State government, she had the opportunity to supervise Head Start research, administer the federal Dependent Care Grant and plan for New Jersey’s implementation of the very first Child Care and Development Block Grant. Yasmina currently serves on numerous advisory boards and is a member of the International Organizing Committee for the World Forum on Early Care and Education. Yasmina received her Master in Public Administration degree from Harvard's Kennedy School of Government.
Lori A. Williams, CCAP
Pace Community Action Agency
Lori has dedicated her entire career to Community Action. Currently serving as Associate Director at Pace Community Action Agency, her focus is on program management and process development. Lori manages the Energy Programs and also oversees social enterprise funding streams. Lori previously held positions of Controller and Chief Operating Officer. She was introduced to the network 36 years ago through an on-the-job training program. She attended Vincennes University and is a graduate of the National Community Action Management Academy and Executive Development Institute. She is also a Certified Pathways to Excellence Reviewer.
Veronica Zhang, Esq.
Community Action Program Legal Services, Inc.
Veronica is a Staff Attorney at CAPLAW. She advises community action agencies on strategic and operational matters as well as on a broad range of legal issues, including tax-exempt law, employment matters, Head Start and other government grants law and governance matters. Prior to joining CAPLAW, Veronica was a corporate associate at Goodwin Procter LLP, where she focused on mergers and acquisitions, securities offerings, and strategic collaborations. She also worked with nonprofit organizations on formation and governance matters. Veronica is a graduate of Yale University and Boston University School of Law.