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2016 Forum Presenters

Keynote Address

Susan Tomlinson Schmidt, MPA, CNP | President | Nonprofit Leadership Alliance

Susan Tomlinson Schmidt is the President of the Nonprofit Leadership Alliance (NLA). Founded in 1948, the Nonprofit Leadership Alliance exists to strengthen the leadership of the social sector and to sustain the ability of nonprofits to fulfill their missions with a talented and prepared workforce. The Alliance awards the Certified Nonprofit Professional (CNP) credential to aspiring nonprofit professionals across the United States. The CNP is the only national credential that combines critical skills and knowledge, practical experience and a national perspective.

Susan leads the Alliance’s network of 40 universities and colleges. These educational institutions, in conjunction with the Alliance’s national nonprofit partners and CNPs, represent the largest network in the country working to strengthen the social sector with a talented and prepared workforce. Previously she was the Director of Member Services for NLA and has spent more than 25 years of her career advancing the missions of a variety of service organizations, by focusing on building capacity through partnerships with universities and their local communities.

Susan is a graduate of the alliance program and earned her CNP at the University of Memphis. 


Remarks from the Mayor

Mayor Jonathan Rothschild | Mayor | City of Tucson, Ariz.

Mayor Jonathan Rothschild came to City Hall promising accountability in government, increased emphasis on economic growth and help for those most in need. Since taking office, the mayor has helped settle the long-standing Rio Nuevo dispute, opening a new era of downtown redevelopment. He codified and increased incentives for Tucson businesses. And, he led efforts to pass a $100 million road improvement bond, the first in the city for many years.

Mayor Rothschild’s work in Mexico has been recognized in both Washington, DC and Mexico City. He is a leading advocate for developing infrastructure in Sonora and Arizona that will create an economic region where both states are prosperous and secure. During his first year in office, the mayor focused on revamping the Planning and Development Services Department, reducing wait and processing times for building permits, and consolidating inspections.

Mayor Rothschild has been a state leader in advocating for a strong education system as the key to economic success. Along with Phoenix Mayor Greg Stanton, Mayor Rothschild formed the Arizona Mayors Education Roundtable, which promotes programs that help bring dropouts back to graduate. He also spearheaded a drive to double the number of reading coaches for young children in our community and helped extend the family literacy program Teach the Parent Reach the Child to schools serving low-income neighborhoods.

Mayor Rothschild is a native Tucsonan. His grandmother moved to Tucson in 1942 and opened a used furniture store on South 12th Avenue. The mayor has a long history of service with many nonprofits in the community and served as Board President for Casa de los Niños, Handmaker Services for the Aging and Temple Emanu-el. He has been married to Karen Spiegel for 34 years and has three adult children, Isaac, Nathan and Molly. Learn more here.


 

Luncheon Presentation and Panel

Research Findings Presentation:
Beyond Dollars: The Economic and Social Value of Arizona Nonprofits

Dr. Anthony Evans | Senior Researcher | L. William Seidman Research Institute at the W. P. Carey School of Business, Arizona State University

Dr. Anthony Evans is a Senior Research Fellow for the L. William Seidman Research Institute. His research and consulting interests lie within the areas of public transport, sport and leisure, and entertainment marketing. Dr. Evans earned a marketing Ph.D. from the University of Sheffield in England. His most recent projects at the Seidman Institute include an economic evaluation of proposed changes to the Arizona Medical Marijuana Act; the economic impact of Super Bowl XLIX; and a benefit-cost analysis of early childhood home visiting programs in the state. Prior to joining the Institute, Dr. Evans held a number of senior UK and European marketing roles in the private sector. Working within sport, children’s TV, public transport and educational software, he devised and implemented marketing strategies for such well-known brands as Thomas the Tank Engine, Bob the Builder, Barney, Guinness World Records and Stagecoach UK Bus.

 


Panel Moderator

Richard Tollefson | Founder and President | The Phoenix Philanthropy Group

Richard Tollefson is the Founder and President of The Phoenix Philanthropy Group, an international consulting firm serving nonprofit organizations, which partners with clients to build the strategies and resources to optimize their impact on our global society. Before founding Phoenix Philanthropy in 2004, Richard was Vice President for Institutional Advancement at his alma mater, Thunderbird School of Global Management. With nearly 30 years of extensive fundraising, alumni relations, and advancement management experience, he has successfully guided many acclaimed educational, arts, and culture institutions, including the University of Arizona, Arizona State University, Master Chorale of Orange County, and The Joffrey Ballet. Richard was named Outstanding Fundraiser of the Year by the Arizona chapter of the Association of Fundraising Professionals in 2001.

 

 

 


 

Panel Participants (follwed by Q & A)

Lynne Wood Dusenberry (recently retired) | Attorney | Office of the General Counsel at the University of Arizona

Recently retired after serving for 33 years as an attorney in the Office of the General Counsel at the University of Arizona, Lynne served in a number of positions within that office including Interim Vice President for Legal Affairs and General Counsel and Senior Deputy General Counsel, dealing with the administrative issues of a ten-attorney office in support of the General Counsel and as senior employment lawyer for the University. Prior to the University, Lynne
served on active duty as a Naval Reserve JAG Corps officer stationed at Pearl Harbor and San Diego. After three years of active duty service, she remained a drilling Naval Reserve officer and attained the rank of Commander, completing 20 years of service before retiring from the Reserves in 1997.

Lynne has served on a number of professional and community boards and committees, including the Arizona Commission on Appellate Court Appointments from 1996-1999; the Arizona Women Lawyers Association, serving as a founding member of both the
state and Southern Arizona Chapter boards of directors, 1980-1994 and as State President in 1987, and the Pima County Bar Association Board from 2000-2006, serving as Secretary from 2001-2005. She has served on PTOs at her children’s schools, in the Junior League of Tucson, serving one year as the Community Director, and on several community boards including the Pio Decimo Board, Child & Family Resources – Board Secretary, Pima Council on Aging Gala Committee, the Women’s Plaza of Honor Executive Committee at U of A, and UA Student Life National Leadership Board – advisory and fundraising Board of Directors for University of Arizona student leadership development programs. She and her husband Bruce are members of the Alexis de Tocqueville Society and were former co-chairs for ADT at the United Way of Tucson and Southern Arizona. Recent board and community service included the Board of Trustees for Arizona Theatre Company, the Board of Directors for the United Way of Tucson and the Southern Arizona, Humane Society of Southern Arizona “Puttin' on the Dog” Fashion Show & Auction Committee, Habitat for Humanity Women Build project and the Women Leading United steering committee for one of United Way’s focus groups. In 2012, she served as the Vice Chairman of Angel Charity for Children, during that organization's 30th year in Tucson, and she continues to be active in that organization. Please see full bio here


 

Jan Lesher | Deputy County Administrator | Pima County

Jan Lesher joined Pima County in the spring of 2010 and has served as the Deputy County Administrator since July 2011. Lesher returned to her hometown in the spring of 2010 after serving former Arizona Governor and Department of Homeland Security Secretary Napolitano since January 2003. Lesher served Secretary Napolitano as Chief of Staff for Operations, overseeing the daily activities of Agency’s 230,000 employees and $52 billion budget. Born, raised and educated in Tucson, Jan professional experience is extensive; she served as Vice-President of Communications and Marketing for the Tucson Economic Development Corporation, Executive Director of the Tucson Community Cable Corporation and Vice-President of Warner-Amex Cable. She founded Lesher Communications in 1990, handling corporate, public and government relations for various entities. Jan has an impressive history of community involvement, including service as a member of the Board of Directors of the Commerce and Economic Development Commission; Arizona Town Hall; the Greater Arizona Development Authority; the Community Food Bank; and La Frontera. She was named a Woman of Influence by Inside Tucson Business in 2004 and the Metropolitan Tucson Chamber of Commerce Woman of the Year in 2005. In 2008 she was the Arizona Capitol Times Leader of the Year in Public Policy and received the YWCA Business Leadership Award. Jan holds a bachelor’s degree in political science from the University of Arizona.


 

Michael McDonald | CEO | Community Food Bank of Southern Arizona

Prior to joining the Community Food Bank of Southern Arizona as its CEO in January 2014, Michael McDonald served as the CEO of Habitat for Humanity Tucson for nearly a decade. Michael has also served in leadership roles at several other regional nonprofits, as well as at a global manufacturing start-up. With a master’s degree in international management from the Thunderbird School of Global Management, Michael is an adjunct instructor at both Arizona State University and the University of Arizona.

 

 

 

 

 

 


 

Nils Urman, CEcD | Business and Economic Development Entrepreneur; Program Coordinator Business Outreach | Pima County One Stop Career Center

Nils holds the position of Program Coordinator at the Pima County One Stop Career Center for its Business Services Team and the Youth Career Connect program, serving the four Arizona Border Counties of Pima, Santa Cruz, Cochise and Yuma. Nils also currently serves as the Executive Director of Nogales Community Development Corporation in Nogales, Arizona.

Nils has spearheaded essential collaborations between the public and private sector as a founding member of Nogales Community Development, Director of Community and Economic Development for the City of Nogales, Arizona and Director of Commerce and Economic Development for Santa Cruz County, Arizona. As a local business person and director of these public sector and non-profit entities he has served as a strategist and advocate for local and regional collaboration, developing basic foundations to establish workforce development programs, business retention and expansion efforts in Southern Arizona. In his role as community liaison Nils has worked with a multitude of federal, state and local programs and leveraging resources to build partnerships and service delivery systems that benefit individuals and businesses.

Previously, Nils was a partner and Vice President of Nogales based Capin Mercantile Corp./Factory 2 U Inc., a US/Mexico region retail and wholesale multi-store operation with 40 stores in AZ, NM and El Paso Texas.

Nils is a Certified Economic Development Professional (CEcD) through the International Economic Development Council and holds a BA in Political Science from Northern Arizona University and a MBA in International Management from Thunderbird School of Global Management.


 

Workshop Presenters

 

Megan Brownell | Chief Business Development & Brand Officer | Arizona Community Foundation

Megan Brownell is Chief Business Development & Brand Officer at the Arizona Community Foundation. As a member of the executive management team, she oversees all aspects of marketing and communications, branding, strategic planning and analysis, special events, new business and resource development, and governance/Board relations for the statewide Arizona Community Foundation.

Megan has worked for 20 years in communications, marketing and management in a variety of roles across the nonprofit, civic, municipal and corporate sectors. Prior to joining the staff at ACF, she spent five years at The Arizona Republic, first in internal and corporate communications and later in the Republic Magazines division, where she was the editor of two community lifestyle magazines and a contributing editor to Arizona Woman magazine. Before moving to Arizona in 2000, she lived and worked in Charleston, S.C., as Director of Communications & Marketing for the Charleston Metro Chamber of Commerce. She began her career in her native San Jose, Calif., working in public relations for the San Jose Convention & Visitors Bureau.


 

Jeffrey M. Glebocki | Founder and Lead Advisor | Strategy + Action/Philanthropy 

Jeffrey M. Glebocki, nationally-recognized foundation executive and philanthropic advisor, is past president of The Raymond John Wean Foundation. There he sharpened grantmaking strategies, right-sized infrastructure and launched several community-building initiatives. Jeff founded Strategy + Action/Philanthropy in 2006 which serves philanthropic organizations and nonprofits across the country. He assists leaders and organizations in strategic planning, board and staff retreats, evaluation and developing more effective grantmaking approaches. He is also Foundation Coordinator for the Doll Family Foundation. Jeff Glebocki has held roles as senior program staff at the George Gund Foundation, the Nord Family Foundation and the Virginia G. Piper Charitable Trust. He is currently a board member of Exponent Philanthropy, and in the past has served on the board of Grantmakers for Education and was a founding board member of Philanthropy for Civic Engagement.

 

 


 

Jodi Horton, APR, Fellow PRSA | President of IDEAS @ WORK, Inc.

Jodi Horton, APR, Fellow PRSA, has extensive experience as a results-oriented counselor to the C-Suite, media spokesperson and team leader at the senior management level in for-profit and not-for-profit organizations on both coasts. For the past 14 years, as president of IDEAS @ WORK, Inc., headquartered in Tucson, she has worked with Arizona clients to develop sound public relations strategies and messaging and to ensure the success of their programs, projects and events. 

Accredited by the Public Relations Society of America in 1993, Jodi has served as president of the Southern Arizona Chapter and delegate to the national organization. In 2010, she was named to PRSA’s prestigious College of Fellows, one of approximately 300 members worldwide. She is secretary of the board of Dancing in the Streets AZ, immediate past board member of Women at the Top, and past chair of the Dean’s Board and the School of Art Advisory Board of the University of Arizona College of Fine Arts. Jodi was a founding member of the AZ Governor's Council on Workforce Policy and is a former member of the board of the American Institute of Aeronautics and Astronautics, Region VI.


 

Carl Jimenez | Communications Manager | Alliance of Arizona Nonprofits 

Carl joins the Alliance with a background in special events, marketing and advertising including stints at the Children's Museum of Phoenix and Radio Disney. A self-proclaimed "Disnerd" (Disney+Nerd), Carl combines his appreciation of a good visual spectacular with his interest in technology to create an animated light show synchronized to music at his north-Phoenix home each holiday season, which he uses to raise money for reading education. Carl is also one of the most awesome people you'd ever want to know, leaving everyone who meets him proclaiming "Carl Rocks!" Plus, he writes things for the Alliance website, like these bios for example.


 

Laurel Kimball | Founding Principal | The Phoenix Philanthropy Group

Laurel Kimball, Ph.D., has more than 30 years of experience in fundraising and constituent development and relations, having built a number of advancement programs from the ground up. As Associate Vice President for Individual Giving at Thunderbird School of Global Management, she led the team that increased overall alumni participation by 50 percent and quadrupled the number of $1,000+ annual donors. She served as Director of Development at Arizona State University College of Architecture and Environmental Design and built the award-winning ASU Parents Association. Laurel has significant international fundraising experience, particularly in the Asia Pacific region.

Volunteer Highlights (past & present): Arizona/Valley Forward, Arizona Science Center, Scottsdale Museum of Contemporary Art, Shepherd of the Hills UCC Church, Arizona Reality Check, Arizona State University Council for Design Excellence, International Association of Public Participation, Scottsdale School Board, Arizona Vocational Education Task Force, Scottsdale Arts in Education Council, Arizona Humanities Council, Camelback Village Planning Committee, Council for Advancement and Support of Education (CASE).


 

Clyde Kunz | Vice President, Development and Donor Services | Community Foundation for Southern Arizona

Since 2014, Clyde Kunz has been the Vice President of Development and Donor Services for the Community Foundation for Southern Arizona (CFSA). He is responsible for building the assets at the Community Foundation, while ensuring the highest standards of service is delivered to donors. Mr. Kunz has served in nonprofit leadership capacities for more than two decades, following his education at both Utah State University and the University of Utah. He is a former Executive Director of the Tucson Symphony Orchestra, and as a nonprofit consultant for more than 15 years managed and implemented successful development campaigns for numerous local, regional and national organizations. Kunz is a member of the Association of Fundraising Professionals, Planned Giving Roundtable of Southern Arizona and is an Instructor for the Nonprofit Management Institute of the Lodestar Center for Philanthropy and Non-profit Management at Arizona State University. He serves on a national foundation board, as well as on several community boards, including the recent Grammy-award winning True Concord Voices and Orchestra. He was cofounder of Non-profit Executives Together (NET), an organization for executive directors in nonprofit organizations.


 

Kristen Merrifield, CAE | Chief Executive Officer | Alliance of Arizona Nonprofits

Kristen brings over 13 years of association and nonprofit knowledge and expertise to her role as CEO of the Alliance through time spent at the Arizona Small Business Association, the ASU Foundation and the Greater Phoenix Chamber of Commerce. Kristen is an active participant in the business and non-profit community in her role as President of the Arizona Society of Association Executives board and Board Treasurer for Gabriel’s Angels. She is also an active member with the American Society of Association Executives serving on their Public Policy Committee; the Young Nonprofit Professional Network; the Organization for Nonprofit Executives; the National Council of Nonprofits, serving on their Membership Committee; and the Nonprofit Executives Together group in Tucson. Kristen earned her Bachelors of Science in Business Management from Grand Canyon University. She is a graduate of the American Express Leadership Academy at the ASU Lodestar Center and the ASBA Executive Business Mentoring Program, and has also earned her Certificate of Association Management from ASAE. Kristen is proud to hold the prestigious Certified Association Executive (CAE) designation. In her spare time, she enjoys spending time with her husband and their two boys, as well as her Yorkie Snickers – who is a therapy dog for Gabriel’s Angels.

 


 

Chloe Silva | Program Coordinator, Capacity Building Initiatives | ASU Lodestar Center

Chloe Silva serves as the Program Coordinator for Capacity Building at the ASU Lodestar Center for Philanthropy and Nonprofit Innovation where she develops customized trainings and workshops for organizations looking to boost their effectiveness and build internal capacity. Chloe is a graduate of the Social Justice and Human Rights Master of Arts program at Arizona State University where she studied critical theory and Indigenous self-determination. Prior to attending ASU, she managed regional operations for the Teach For America Memphis region.

 

 

 

 

 


 

Maureen West | Program Manager, Social Impact Measurement | ASU Lodestar Center

Maureen West is presenting "Demystifying Evaluation and Measuring (Only) What Matters" and is a program manager of Social Impact Measurement for the Lodestar Center for Philanthropy and Nonprofit Innovation at Arizona State University. She formerly was director of evaluation for the Nina Mason Pulliam Charitable Trust and continues to evaluate the Trust’s college scholarship program. She is a graduate of Claremont Graduate University’s advanced study in evaluation certificate program and of Arizona State University’s Master’s of Nonprofit Leadership and Management (MNLM) program.