SPEAKERS

akimoto-miki.jpg  Miki Akimoto is a senior vice president and a practice expert within the National Practice group of Philanthropic Solutions, U.S. Trust.  She works with clients to help them identify their philanthropic interests, define giving strategies, and implement best practices in grantmaking. Previously, Miki served as vice president and then acting president of Associated Grant Makers and director of grants management for the Annie E. Casey Foundation.
Allen, Travis  Travis Allen is a senior portfolio manager and a director in Bernstein’s wealth planning and analysis group. He is a member of Bernstein’s private client investment policy group, which provides asset allocation and investment and risk management advice for high-net-worth clients, endowments, and foundations. Travis also serves on the responsible investing committee which helps develop, guide and advance responsible investing initiatives at the firm.
Beggs, Sarah Sara Beggs is senior philanthropic advisor at Intentional Philanthropy. She works with clients on strategic grantmaking, landscape assessment, and family engagement — all with the goal of increasing their impact. Sara has a deep knowledge of the legal, administrative, governance, and grantmaking functions of foundations, with an innate sense of what is practical. Prior to 2016, Sara worked for 15 years with Exponent Philanthropy. 
Bokoff, Jen Jen Bokoff is the director of stakeholder engagement at Foundation Center. She develops partnerships and projects that build knowledge and strategy in the social sector with an eye specifically on grantmakers. She also runs GrantCraft, a free service that taps the practical wisdom of funders to improve the collective knowledge of the philanthropy field.
Andy Carroll Andy Carroll is a senior program director at Exponent Philanthropy. He develops resources and programs on grantmaking, leadership, and trends in small-staffed philanthropy and is a trained facilitator in civic reflection. Andy has an M.B.A. from the University of Michigan Business School and has 30 years of experience in management, training, and program development for nonprofit organizations.
John Church, CFA, is managing director and senior portfolio manager for the Endowment and Foundation team at Glenmede. He provides investment advice and portfolio management for foundations, endowments, and other nonprofits across the nation. In addition to volunteering for numerous nonprofit organizations and frequently speaking at national conferences, John is a cum laude graduate of Skidmore College.
Whitney Gustin Connor directs Rose Community Foundation’s health program area. Prior to joining the Foundation, Whitney supported public health in roles at Cape Cod Healthcare in Massachusetts and the Colorado General Assembly’s committees on health and human services. She has also worked as a planning/grants specialist in women’s health at the Colorado Department of Public Health and Environment.
Melinda Fine is director of philanthropy & strategic partnerships with TCC Group. Prior to joining TCC, she served as vice president at NEO Philanthropy and directed the Communities for Public Education Reform Fund. Melinda holds a doctorate and master’s in education from Harvard University.
Jeffrey M. Glebocki, nationally-recognized foundation executive and philanthropic advisor, is past president of The Raymond John Wean Foundation. There he sharpened grantmaking strategies, built sustainable infrastructure, and launched community initiatives. Jeff founded Strategy + Action/Philanthropy in 2006 which serves philanthropic organizations and nonprofits. He is a board member of Exponent Philanthropy and Foundation Coordinator for the Doll Family Foundation.
Idris Goodwin is an award-winning writer/performer. Author of the plays How We Got On, This is Modern Art, Bars and Measures, and the essay collection These are the Breaks, Goodwin has appeared on HBO, Sesame Street, NPR, and BBC Radio. He is an assistant professor of Theatre at Colorado College.
greenwald-headshot Dr. Anthony Greenwald is coauthor of Blindspot: Hidden Biases of Good People. Dr. Greenwald provoked modern attention to the psychological self with his 1980 article The Totalitarian Ego: Fabrication and Revision of Personal History. His methods during the 1990s made unconscious cognition and subliminal perception orderly research topics. His 1995 invention, the implicit association test, enabled observation of unconscious attitudes—including one’s own—and has revamped the understanding of stereotyping and prejudice.
Sammie Holzwarth is a product implementation engineer at Foundant Technologies. She has helped hundreds of grantmaking organizations improve their grantmaking process and has found true passion and inspiration in the philanthropic world, specifically in youth philanthropy. Sammie is a 2016 Exponent Philanthropy Next Gen Fellowship alumna.
 Elizabeth Cabell Jennings, CFA, CAIA, is director of institutional investments at SunTrust, leading the team of investment advisors that works with F&E clients. A graduate of William and Mary (B.A) and Brown University (M.B.A), she has held leading investment positions at Thompson, Siegel and Walmsley, and worked as a consultant to nonprofit organizations evaluating and selecting investment managers and OCIO providers.
 Rajiv Khanna provides overall leadership of the Philanthropic Partnerships Program at Thousand Currents, overseeing donor engagement, the Thousand Currents Academy, Learning and Evaluation, the Buen Vivir Fund, and Diaspora Partnerships. He is also part of the senior management team at Thousand Currents and serves on the board of the Management Assistance Group.
 Jen Lachman is the founder of Lachman Consulting. She is an organizational consultant and executive coach who supports mission-driven leaders and organizations to act with greater purpose, authenticity, and impact. Jen serves as faculty for Exponent Philanthropy’s 2016 Coaching for Effective Philanthropy program.
 Alexandra LaForge is the director of strategic programs at Investors’ Circle, working to bring new investors into the impact investing field and engage experienced investors, organizing educational sessions and workshops, facilitating capital roundtables and investor discussions. Alexandra leads workshops for partner organizations, including Pipeline Angels, and has served as co-chair of the Young Women Social Entrepreneur network’s San Francisco Chapter.
 Keahi Makaimoku joined Hauʻoli Mau Loa Foundation in 2012 and serves as a program officer. Previously, she worked for Kamehameha Schools supporting the planning and implementation of a community development initiative. She is inspired daily by the work of the Foundation’s partners and their commitment to youth, ʻāina, and environment.
 Ruth Masterson is a senior program director at Exponent Philanthropy. She works closely with members and staff, creating highly-valued written materials and training curricula. She also answers member questions on wide-ranging topics including governance, administration, and tax & legal. Previously  Ruth served nonprofits in her work at Adler & Colvin, the Council on Foundations, and the International Center for Not-for-Profit Law.
Ingrid Mittermaier is a principal in the San Francisco law firm of Adler & Colvin which specializes in the representation of nonprofit organizations and their donors in tax and corporate matters. She has contributed to various publications and is a past member of the executive committee of the State Bar of California’s Taxation Section and of the adjunct faculty at the University of San Francisco.
Frances Phillips is program director for arts and the Creative Work Fund at the Walter & Elise Haas Fund in San Francisco. She is former chair of the San Francisco Arts Education Funders Collaborative, which ran successfully for 18 years. She also co-edits the Grantmakers in the Arts Reader.
Hilda Polanco is founder and CEO of FMA, the go-to capacity building firm that foundation and nonprofit leaders seek when enhancing their financial management capacity. A nationally recognized leader in the field, Hilda provides training to staff of foundations and nonprofits across the country.
Raúl Pomares is the founder of Sonen Capital, where he operates across the firm’s overall business activities, while focusing on client management and industry leadership. Raúl has applied his expertise across a broad range of impact investment themes to create an integrated manager research and portfolio construction methodology for investors.
Kris Putnam-Walkerly, MSW, is a nationally recognized philanthropy expert and advisor who has helped more than 50 foundations enhance their impact. Author of the Philanthropy411 blog and Confident Giving e-newsletter, Kris leads the fight against “delusional altruism,” which occurs when funders, overwhelmed by process, lose sight of their true philanthropic goals.
Annie Rhodes is the director of foundation strategy in the MicroEdge division of Blackbaud. She helps philanthropic organizations leverage technology to optimize how they manage their giving and improve collaboration with funding partners and grant recipients. Annie is also aiding customers to evolve from simple grantmaking programs to results-focused giving programs that establish and measure outcomes and drive toward impact.
John Richardson is director of Blackstone Ranch Institute, which provides seed grants to networks, campaigns, and organizations that have national or global impact in environmental sustainability work. He has been a troubleshooter for United Nations humanitarian relief programs, a mediator, a professor of international relations, and written for a variety of publications.
Jason Sabo is the founder of Frontera Strategy. After almost two decades working at the Texas Capitol and other state legislatures, Jason has developed a straightforward process for helping nonprofit organizations and philanthropists reach their public policy goals. He is a frequent public speaker and is trained in public policy dispute resolution.
David Siegel is executive director of the Bee Vradenburg Foundation. He works with businesses, arts organizations, and community leaders to continue the success of the arts in the Pikes Peak region. David is a trustee of the Pikes Peak Community College Foundation, serves on the board of Cultural Office of the Pikes Peak Region (COPPeR), and served as chair of the Pikes Peak Funders Forum.
John Tyler is general counsel, secretary and chief ethics officer for the Ewing Marion Kauffman Foundation. He manages legal aspects of the foundation, including governance, intellectual property, employment, investments, and regulatory compliance. He also has served the Philanthropy Roundtable, Philanthropic Collaborative, Independent Sector, Columbia University, Council on Foundations, and others.
Ben Valore-Caplan and his Syntrinsic colleagues serve as investment advisors and co-fiduciaries to foundations, endowments, and philanthropic families. Previously, Ben founded and directed nonprofit educational opportunity programs, including Denver Summerbridge. A graduate of Brown University, Ben serves on multiple boards and committees striving to improve education, public policy, and fiscal responsibility.
William P. Young, Jr. is the executive director of The Alice Virginia and David W. Fletcher Foundation, Inc., a private foundation established by former clients that is dedicated to enhancing the quality of life in Washington County, Maryland. He has served as its sole executive director since 1995.