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2016 Forum Presenters

 

 

 

 

Jeff Ashley, Founder, President & Senior Consultant, Ashley|Rountree & Associates

Jeff has more than 24 years of leadership giving and fundraising experience and has assisted numerous organizations in raising over $500 million throughout his career. In 2002, Jeff started Ashley & Associates and has since worked with organizations throughout the region to improve their management operations and comprehensive fund development programs. The firm is now known as Ashley|Rountree & Associates and has helped more than 200 organizations achieve success and develop resources to meet their goals.

 

Jeff Calabrese, Member, Stoll Kennon Ogden, Louisville

Jeff is chair of the Labor, Employment and Employment Benefits group of Stoll Keenon Ogden, a full-service law firm with three offices in Kentucky. He specializes in helping employers with difficult workforce issues, assisting clients in both litigation and proactive counseling contexts. He has been named a "Top Lawyer" by Louisville Magazine and has been included in The Best Lawyers in America. Jeff regularly presents at seminars across Kentucky regarding various employment law topics. He currently serves on the board of Metro United Way, Louisville Central Community Centers Inc., and his local church. 

 

Greg Carlton, Senior Vice-President, Peel & Holland

 
As senior vice-president at Peel & Holland, Greg leads the Benefits and Wellness unit with marketing, consulting, compliance, and strategic risk and benefits management. Greg is an author, speaker and noted expert on employee benefits, health risk, health reform and consumer-driven health design. With more than 30 years of experience in insurance and financial services, he consults and presents to clients and professional associations, providing expertise on driving innovation and strategic planning that result in lowering costs-of-risk and improving profits while making clients more attractive employers.

 

Alice Cowley, Manager, Crowe Horwath

Alice has nine years of experience providing external audit services to a variety of clients, including colleges and universities, local governments, foundations, trade and membership organizations, and other not-for-profit entities.  She holds degrees from Bellarmine University and Rhodes College.
 
 

Marian Guinn, President, MG Coaching & Consulting

Marian has a passion for leadership and believes that concentrated effort to improve the capacity of leaders is critical to future success. Prior to establishing MG Coaching & Consulting, Marian gained real-world experience with leadership and management roles first at the University of Kentucky Hospital and more recently as CEO of God’s Pantry Food Bank, where she successfully led the food bank through multimillion-dollar campaigns, building projects and significant program growth. Marian serves as chair of the KNN Board of Directors and has been recognized as one of Central Kentucky’s most influential leaders.    

 

Kelley Helgeson, Principal, Mountjoy Chilton Medley

Kelley serves on the HR Advisory Services team at Mountjoy Chilton Medley. She brings more than 20 years of experience serving as a business partner in human resources across multiple industries, specifically with respect to strategy, rewards, compliance, talent acquisition and development, employee relations, engagement and systems. Prior to joining MCM, Kelley served as the vice-president of human resources for the rehab division of a long-term care organization and an HR partner with a global HR consulting firm. Kelley is a frequent lecturer, speaker and trainer on a variety of topics.

 

Wes Holing, Senior Web Content Developer, TechSoup

Wes is part writer, part graphic designer and part front-end web developer, putting his experience and skills to use for more than five years to help the accidental techie make smart choices for his or her nonprofit or library. He also regularly hosts TechSoup webinars and writes about the hundreds of products in the TechSoup catalog.

 

 

Robert Hudson, Member, Frost Brown Todd

Rob, a member of Frost Brown Todd's Labor and Employment Law Practice, has been representing employers, including nonprofits, for over 25 years.  He is a past chair of the Northern Kentucky Chamber, the Covington Business Council, and the Northern Kentucky Society for Human Resources, receiving the Northern Kentucky Area Development District’s Community Leadership Award and the Northern Kentucky Chamber’s Lifetime Achievement Award.  Rob has authored several award-winning, bestselling business books and has appeared on Fox News, Fox Business News, the Blaze and other national media outlets to promote business education.  In 2014, his business and community newspaper columns in Greater Cincinnati were submitted for a Pulitzer Prize.

 

Lee Ellen Martin, Fundraising Consultant

Lee Ellen has over 25 years experience as a fundraising consultant, with professional positions at the Kentucky Shakespeare Festival, The Explorium, Hospice of the Bluegrass and United Way of the Bluegrass.  She assists clients across Kentucky with auditing their fundraising strategies, creating comprehensive plans to increase and sustain giving, and provides coaching for board and staff members in identification of prospects, solicitation and cultivation. Lee Ellen also has been active at her children’s school and has served on the board of Ronald McDonald House Charities of the Bluegrass.

 

Kristin McDonner, Senior Manager, Crowe Horwath

Kristin has 14 years of experience providing external audit, internal audit and benefit plan audit services.  She has audit experience with public and private colleges and universities, as well as public and private financial institutions.  She is a graduate of Western Kentucky University and the University of Kentucky. 

 

Elizabeth Muyskens, Member, Stoll Keenon Ogden, Lexington

Elizabeth is a member of Stoll Keenon Ogden's Labor, Employment and Employee Benefits practice in the firm’s Lexington office. Her practice includes counseling employers, litigating employment law disputes and representing employers in administrative proceedings. She is honored as a “Rising Star” by Kentucky Super Lawyers and recognized by Chambers USA for her many legal accomplishments. Elizabeth is a member of the Fayette County, Kentucky and American Bar associations.  She gives back to the community by volunteering with Junior Achievement and GleanKY.  She is married with two children and is expecting her third.
 

Jeff Ricketts, Consultant, Dean Dorton

Jeff, a human resources consultant, joined Dean Dorton shortly after graduating with a bachelor’s degree from Eastern Kentucky University in 2012.  In addition to serving the internal needs of Dean Dorton’s team members, Jeff also works with external clients among various industries and locations.  He identifies areas of potential risk that include HR compliance, benefits and employee handbooks, but he also consults with clients regarding their various day-to-day HR needs.  Jeff serves as a member of both SHRM and Bluegrass SHRM.

 

Mark Rountree, Vice President, Partner & Senior Consultant, Ashley|Rountree &Associates

Mark Rountree has made a career in development and institutional advancement for over 30 years, serving as both a consultant and development officer for several educational, cultural and health organizations. Mark’s vast experience includes planning and guiding diverse fundraising studies and campaigns, executive searches, and leadership coaching. As an adviser to volunteer leaders, Mark believes that it is important to practice what he preaches and make a personal commitment to also do volunteer work on several local boards.  

 

Kerri Schwaner, Manager, Dean Dorton

Kerri has more than 20 years of experience in all aspects of human resources throughout a variety of industries.  She recognizes that maintaining a compliant and well-managed HR continuum is a critical component of an organization and its people.  In addition to serving the internal needs of Dean Dorton’s team members, Kerri leads human resource consulting engagements that include identifying and assessing areas of potential risk for clients.  Kerri serves as a member of SHRM, Louisville SHRM, RSM Alliance HR Advisory Board, and can occasionally be found on Bellarmine University’s campus as an adjunct instructor.

 

Peggy Noe Stevens, Owner, Peggy Noe Stevens & Associates

Peggy has devoted herself to more than 20 years in the hospitality, entertaining and marketing fields. She began her career with Hyatt Hotels Corp., then moved to the Brown-Forman Corp., where she led a newly developed travel and event planning department and, later, moved into the new frontier of experiential marketing. In 2008, she fulfilled a long-time dream by starting her own company. As a trained and certified protocol, image and public speaking consultant, she uses a customized approach to establishing the authentic image architecture of both people and place.

 

David L. Thompson, Vice-President of Public Policy, National Council of Nonprofits

David is vice-president of public policy for the nation's largest network of nonprofit organizations. Prior to joining the council in February 2010, Thompson served as director of government affairs at Independent Sector. He served in the public sector from 2001 to 2007 as a senior counsel and as policy director to the U.S. Senate Health, Education, Labor and Pensions Committee, notably as counsel to the Pension Protection Act conference committee. Before working on Capitol Hill, Thompson directed federal policy for a consulting firm and practiced law for 17 years.

 

Lisa Williams, Leadership and Organizational Coach and Consultant

Lisa helps nonprofits and their leaders become peak performers. As a coach, her passion is helping leaders increase their emotional intelligence, which she sees as a critical component of a thriving organization. As a consultant, she uses a solution-focused mentality to help organizations improve processes and systems, maneuver around pitfalls and think outside the box. She previously served as executive director at the University of Kentucky Institute for Workplace Innovation and held leadership roles at the YMCA of Central Kentucky, Big Brothers Big Sisters of Eastern Missouri, and The Leukemia and Lymphoma Society. Lisa currently teaches a graduate course at UK on Nonprofit Leadership and Management. She received her bachelor’s from UK and a master’s from Case Western Reserve University

 

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