SPEAKERS

Akimoto, Miki 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.
AlarieLeca Samantha Samantha Alarie-Leca is the inaugural program officer for the West Foundation, a family foundation working in international community development. She is responsible for developing and supporting relationships with grantee partners, as well as establishing communications with candidates for the emerging nonprofits gifting initiative.
Amoroso, John John Amoroso is executive director of The Lovell Foundation, supporting work in mental health, integrative health and wellness, youth access to the arts, and gender parity. Previously, John collaborated on community building, organizational management, fund development, capacity building, and grantmaking in nonprofit, government, and private sectors. John has a Master’s degree in nonprofit management.
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.
Avery, Caroline Carrie Avery is President of the Durfee Foundation in Los Angeles, California, which focuses on leadership by providing fellowships, grants to new grassroots organizations with dynamic leadership and sabbaticals to long-time nonprofit leaders. She serves on the board of Grantmakers for Effective Organizations and is a past board chair of the National Center for Family Philanthropy and Northern California Grantmakers.
Barakat, Leena Leena Barakat has spent the past eight years of her career working across the non-profit, social enterprise and philanthropic sectors. At Tides she cultivates an incredible network of donors, changemakers, and institutions all committed to accelerating the pace of social change, by providing them with a range of impact solutions that help them accomplish their desired goals.
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. 
Berman, Henry Henry Berman leads Exponent Philanthropy and ensures members connect with one another, engage with a wide range of resources, and participate in high-quality online and in-person programming. Henry began his formal philanthropic career as a foundation president and co-trustee and originally joined Exponent Philanthropy as a member.
Berman, Joelle Joelle Asaro Berman is the executive director for Amplifier, an organization that builds and sustains giving circles inspired by Jewish values. She believes that anyone – no matter their level of wealth – can change their community and the world by giving together. She previously held positions at NEXT: A Division of Birthright Israel Foundation and the Foundation for Jewish Camp. Joelle lives in Brooklyn, where she also manages a community-supported agriculture project.
Buck, Topher Topher Buck is an environmental scientist by training and has worked with NGOs, government agencies, companies, and academic institutions. For most of the past dozen years he has worked for nonprofit organizations. Topher has been on the Buck Foundation board for 25+ years and recently became the foundation’s chair.
Bunis, Mollie Mollie Bunis has been with Strategic Philanthropy, Ltd. since 2004. In her role as Managing Director, she is responsible for overseeing the work of the professional staff, ensuring best practices across the continuum of client services, and contributing to the strategic direction of the company. Mollie advises donors with a diverse set of needs and is a certified trainer with 21/64, specializing in next generation and multigenerational strategic 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.
Collins, Katie Katie Collins provides Fidelity Charitable’s most generous donors with guidance, insights and solutions to meet their philanthropic goals. Prior to joining Fidelity Charitable, Katie held several positions with the Development Office at Dana-Farber, and served as an account executive at Cone Communications creating cause branding strategies for nonprofits and corporations.
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.
Dietal Hopps, Tory Tory Dietel Hopps manages portfolios for clients with both domestic and international interests. She works closely with the Dietel Partners team to define strategy, identify grantee and funding partners and provide assistance to grantees with their strategies, resource development and capacity building needs.
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, Anthony 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.
Heald, Karen.png Karen Heald is responsible for helping ultra-high net worth donors with innovative strategies to maximize their philanthropic goals through their Fidelity Charitable donor-advised fund. Before joining Fidelity Charitable in 2007, Ms. Heald was a senior development officer for Pine Street Inn in Boston.
Hockett, Anna Anna Hockett has been involved in philanthropy since college, first with the Duluth Superior Symphony Orchestra, sitting on the board of the Scleroderma Foundation in Chicago, and starting the associate board. Since moving to Colorado, she has been a consultant with Blackbaud for over a year and loves learning about all of the foundations she works with and finding solutions to their technology needs.
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.
jaffe Wendy Jaffe is executive director at the Trio Foundation of St. Louis, a family foundation. She is currently a member of Exponent Philanthropy’s Programs and Services Committee. Wendy has also served on the Council on Foundations’ Committee on Family Philanthropy, led courses on grantseeking, and spoken frequently on philanthropy.
 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.
Kotoriy, Gio Giovanni “Gio” Kotoriy leverages his charitable planning expertise to help clients reach their philanthropic goals. He brings his consulting background from PricewaterhouseCoopers to the nonprofit sector. He is also a US Army combat veteran, whose community service and philanthropic contributions include supporting the USO and Wounded Warrior Project.
Linder, Erin Erin Linder is the vice president of the Katherine W. Dumke and Ezekiel R. Dumke Jr. Foundation, a multi-generational family foundation.  She is also an art consultant and owner of Collected Art Services.  Erin lives in Park City, Utah with her husband and two children.
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.
Justis, Jane Jane Leighty Justis is president of The Leighty Foundation. She also serves as program director working with other funders and nonprofit organizations in the area of capacity building for volunteer engagement. Jane spent 20 years consulting in the field of volunteer engagement, and in addition to her current role with the foundation, she is also a nationally recognized speaker on family philanthropy.
 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 interim executive director 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.
Miniszewski, Ursula Ursula Miniszewski is the Program and Development Officer, Gender and the Environment at Global Greengrants Fund, contributing author of Climate Justice and Women’s Rights: A Guide to Supporting Grassroots Women’s Actions and co-coordinator of the Summit on Women and Climate.
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.
moody Michael Moody helps people appreciate and navigate today’s complex landscape of giving and social innovation. He holds the world’s first-ever endowed chair for family philanthropy, the Frey Foundation Chair for Family Philanthropy at the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University, and is a well-known writer, speaker, and commentator on the vital role that the nonprofit and philanthropic sector plays in our lives.
O'Keefe, Colleen Colleen O’Keefe is executive director of the Sauer Family Foundation whose mission is to improve the lives of disadvantaged children and families in the state of Minnesota. With over 15 years’ experience managing foundations, she is currently leading a child welfare system reform effort in Minnesota and also working alongside colleagues in education reform.
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.
Potts, Patricia Pat Potts, MBA, co-founded and serves as immediate past president of the Potts Family Foundation. She also founded the Oklahoma Center for Nonprofits and served as their president and CEO for over 20 years. Pat was a founder of the Oklahoma Women’s Coalition and has served as president of a number of civic organizations.
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.
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.
Ricketson, Mark Mark Ricketson serves as a premier resource on charitable planning for advisors and their clients in the Mountain West region of US. He educates advisors on current charitable planning trends and strategies, along with the benefits of leveraging Fidelity Charitable’s donor-advised fund program to help philanthropic clients give more to the charities they support.
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.
Sheffield, Roger Roger Sheffield is vice president for development at Mind Springs Inc. He is the architect of the Building Sanctuary | Rebuilding Lives campaign – funding a significant portion of the new West Springs Hospital in Grand Junction, CO. Roger’s philanthropic career spans over 30 years including domestic and international fundraising, and leading two of four comprehensive campaigns totaling over $250 million.
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.
stevens-spady Linda Stevens Spady is president and assistant treasurer of the Winifred Stevens Foundation, a family foundation now in its third generation. Linda’s educational background is in nursing and she has an MPH in health education. She is personally interested in health, philanthropy, the Bible, and music.
Kim Straus Kim Straus has been foundation manager of Brindle Foundation, a family foundation in Santa Fe, NM focused on early childhood development, since 2002. He serves on the J. Paul Taylor Early Childhood Task Force, the Santa Fe County Health Planning and Policy Commission, the Santa Fe Mayor’s Children, Youth and Family Community Cabinet, the NM Act Early/ECCS Team, and the New Mexico Early Childhood Funders Group steering committee.
Tracy, Angela Angela Tracy is a third-generation family member of the Tracy Family Foundation. She is currently serving her fourth year as a trustee and is also a member of the foundation’s catholic school committee, education committee, and teacher fund committee. She has her undergraduate degree in education and is currently pursuing a master’s in educational leadership.
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.
Walsh, Philip Philip Walsh is executive director of Maine Initiatives. Phil is experienced in supporting community philanthropy that engages diverse stakeholders; identifies and mobilizes the community’s human, financial, and social assets; and leverages those assets for social change. He previously held positions with the the Inter‐American Foundation, The Synergos Institute, and Mercy Corps in Central America.
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.