2018 Kentucky Nonprofit Leadership Forum Presenters
Timothy R. Burcham, CFRE – President, Burcham Solutions Group
Timothy R. Burcham of Burcham Solutions Group is a certified fundraising executive (CFRE) who has been building strategic relationships, resourcing visions, and positioning organizations for major success for more than 30 years. His vast professional experience includes leading a broad range of functions and teams in development, governmental affairs, marketing and public relations, grants and contracts, strategic planning, change and project management, and conferences and events, and leading a statewide foundation. He brings a strong record of achievement in managing multiple projects and highly qualified staff and volunteers separated by time and distance; developing policy, budget, and human resources to build capacity for success; making data-driven decisions with specific performance measures and targets to ensure success and accountability; and executing sound management principles to achieve better results in an ever-changing climate of fiscal restraints.
Presenting Session: 4A
Jeff Calabrese, Member - Stoll Keenon Ogden
Jeff is the practice leader for SKO’s Labor, Employment & Employee Benefits group. He has substantial experience litigating in state and federal courts, representing businesses, government agencies and non-profit employers in labor and employment matters. Clients rely on Jeff as a responsive, down-to-earth and trusted advisor. Jeff regularly counsels employers on difficult workplace issues and is a sought-after speaker on employment law.
Presenting Session: 3C
Michael Fine, Partner, Wyatt Tarrant & Combs
Michael’s legal practice spans the full range of nonprofit and tax-exempt organization legal and tax issues. He advises public charities, private foundations, boards, and donors. Mike regularly assists clients with tax compliance and corporate planning matters including unrelated business, executive compensation, intermediate sanctions, joint ventures, affiliation strategies, reorganizations, property and sales tax, charitable contributions, IRS audits, and obtaining tax exemption from the IRS.
Before joining Wyatt, Michael worked at large, international law firms in Chicago and Washington, D.C. He is a frequent speaker and author, and has been quoted in various publications including Modern Healthcare, The Chicago Tribune, Tax Analysts, and Bloomberg BNA's Daily Tax Report. Mike serves as Chair of the American Health Lawyers Association’s Tax & Finance Practice Group. He was recently selected by Louisville Business First for its “Forty Under 40” award.
Sharon L. Gold, Partner, Wyatt Tarrant & Combs
Sharon is a Partner at Wyatt, Tarrant & Combs, LLP in Lexington, Kentucky. Ms. Gold represents employers in a variety of lawsuits and administrative proceedings brought by employees alleging Title VII, FMLA, ADA, ADEA and state law claims. Ms. Gold also counsels employers on legal employment and wage and hour practices in order to prevent lawsuits. She provides internal training to employers, supervisors and employees about various employment law topics and frequently presents about employment law topics to professionals.
Ms. Gold graduated magna cum laude from the University of Kentucky College of Law, where she was selected to the Order of the Coif and Notes Editor for the Kentucky Law Journal. She has been named an Employment and Labor “Super Lawyer” by the Kentucky Super Lawyers publication. Prior to joining Wyatt, she clerked for the Hon. Judge Joseph M. Hood, then Chief U.S. District Judge for the Eastern District of Kentucky.
Presenting Session: 6D
Marian Guinn, Owner, MG Coaching & Consulting
Marian Guinn, owner of MG Coaching & Consulting, 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 at the University of Kentucky Hospital and more recently at God’s Pantry Food Bank, where she successfully led the food bank through multi-million 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.
Kelly Harding, Peel & Holland
Kelly works with employers to design and implement effective benefit programs. He has a strong focus on public entity employers working statewide with groups from 2 -250 employees and he co-manages the Kentucky Association of Counties (KACo) Association Health Plan. This association health plan works with over 150 public entity employer groups serving more than 4000 employees.
Kelly joined Peel & Holland in 2016 when his agency, Harding Benefits Consulting, merged with Peel & Holland. He received a bachelor’s degree in education from the University of Kentucky in 1985. Since that time, he has worked with national firms in sales, sales management, and sales training with a focus on a consultative approach to client solutions. He guides his clients through a strategic planning process creating personalized strategies in managing insurance plans, risk planning, employee benefits plan development, human resources, plan compliance and wellness programs.
Kelly has a Healthcare Consulting license and has earned certification from the American College of Financial Professionals in Healthcare Reform Studies.
Presenting Session: 7D
Justin Hubbard, Dean Dorton
Justin currently leads Dean Dorton’s Accounting and Financial Outsourcing (AFO) group, providing outsourced accounting and business consulting services to clients throughout the country in a variety of industries. A primary focus of the AFO group is leveraging technology to automate processing, while gaining greater insights to information that will help business leaders make decisions and achieve business goals.
Upon obtaining his Bachelor degree from the University of Kentucky in 2003, Justin spent two years overseeing the accounting department of a privately held coal company. In December 2005, he obtained his Master’s degree in Accounting from the University of Kentucky and began practicing public accounting at Dean Dorton in January 2006. He has provided audit, tax, and consulting services for clients in various industries throughout Kentucky.
Justin has 12 years of public accounting experience, providing assurance, accounting, business advisory, and tax services to clients in the healthcare, construction, natural resource, nonprofit, and higher education industries. Justin works specifically within our healthcare and natural resource industry teams. Prior to coming to Dean Dorton, Justin worked for various small businesses and has a passion for working alongside small business and local entrepreneurs.
Presenting Session: 5D
Antionette Kerr, Co-Founder and CEO, Bold & Bright Media
Antionette is a nonprofit leader, media correspondent and lover of poetry. After a decade of serving as an executive director, her dedication to NC nonprofits led to being honored as the youngest recipient of the Z. Smith Reynolds Sabbatical for nonprofit leaders.
Antionette’s passion for storytelling led her back into the world of journalism, consulting, training and publishing where she earned the inaugural Innovative Leaders Scholarship for the Yale University Magazine Publishing Course.
Antionette is the co-founder and CEO of Bold & Bright Media, a book publishing company “committed to bold hearts, bright minds and storytellers whose experiences will inspire and compel others to grow in their own greatness.” Its first series of publications focuses on nonprofit guides and compelling storytelling, including Kerr’s co-authored publication Modern Media Relations for Nonprofits.
She continues to serve as a board member and communications consultant for multiple nonprofit agencies and has recently provided training through The Chronicle of Philanthropy (article), The National Council of Nonprofits, Nonprofit Marketing Guide and The Nonprofit Academy.
Lee Ellen Martin, CFRE – Fundraising Consultant
Lee Ellen Martin is a fundraising consultant with over 30 years experience, with professional positions at the Kentucky Shakespeare Festival, The Explorium, Hospice of the Bluegrass and United Way of the Bluegrass. She assists consulting 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 an active volunteer career at her children's school and served on the board of Ronald McDonald House Charities of the Bluegrass.
Presenting Sessions: 5A
Demetria Miles-McDonald, Founder & CEO, Decide Diversity
Demetria is the Founder and CEO of Decide Diversity, a company focused on increasing the presence and effectiveness of underrepresented groups in the workplace, specifically in leadership positions. Demetria specializes in bringing the experiences of people who identify with two or more marginalized groups to the forefront, to better understand and utilize the strengths they bring to the workplace. Demetria's experience in industrial and organizational psychology have energized her to take action and lead today's leaders away from stereotypes and bias that prevent qualified people from reaching their highest potential.
Demetria's powerful presentations and workshops make leaders think outside the box and consider solutions that move organizations forward. As a partner to many leaders around the country, Demetria works side by side with teams to increase diversity and improve inclusionary behavior in an effort to positively impact business results. Demetria's unique perspective as an intersectional employee, leader, and researcher brings clarity, freshness, and focus to issues at work that may otherwise go unnoticed.
Demetria is the 2018 President of the Association for Talent Development Kentuckiana Chapter where she leads board leaders, volunteers, and talent development professionals from all over the state. Demetria was recently awarded the 2018 Member of the Year award from the National Association of Women Business Owners Kentucky chapter. Demetria is a 2017 Martin Luther King Jr. Leadership Award Nominee and a Trustees of Inclusion and Equity Nominee. Both awards were presented due to Demetria’s work in diversity and inclusion in the community.
Demetria volunteers at various organizations but is most dedicated to the Urban League where she leads a resume writing workshop twice a month to help people from a traditionally underserved area get back into the workforce. Demetria’s passion for demanding equality for the marginalized, oppressed, and underrepresented is her life’s work.
Tammy Moloy, Partner and Senior Consultant – Ashley|Rountree and Associates
With 26 years of nonprofit sector experience in large-scale markets such as Los Angeles, Boston, Nashville, and Washington, DC, and her hometown market of Louisville, Kentucky, Tammy Moloy brings a wide-array of knowledge and capabilities to the nonprofit sector she serves.
Tammy started her career at the Tennessee Christian Medical Center Foundation after graduating from California’s highly-acclaimed, Pepperdine University, with a Bachelor of Arts in Communications and a minor in Youth and Human Service Administration. Tammy developed the hospital’s first Miracle Mile Run/Walk fundraiser and strengthened her development skills before moving to Boston, MA, to work for the Computerworld Smithsonian Awards Foundation (CWSA) – the “Academy Awards of the Information Technology Sector.”
With CWSA, Tammy promoted to the Manager of the Chairmen’s Circle quickly where she worked with CEOs and CIOs from the top 100 information technology companies in the world to secure their nominations and sponsorship. While working for CWSA, she secured a Certificate of Nonprofit Management (CNM) from Cleveland, Ohio’s top-rated Case Western Reserve University.
After completion of her CNM, Tammy moved to Washington, DC to become the Deputy Executive Director for the National Capital Area Chapter of The Leukemia & Lymphoma Society which was the Society’s top chapter. Within her six years at the Society, she helped lead the chapter to achieve record growth – increasing revenues from $3 million to nearly $13 million by the time she left to start her own consulting business with Creative Memories.
With Creative Memories, Tammy achieved “Top 10 in Personal Recruiting” (of nearly 40,000 consultants nationwide) and also achieved rankings in the “Top 250 Consultants.” Owning her own business allowed Tammy the flexibility to come back to her birthplace of Louisville, Kentucky to raise her children and be close to her extended family.
In 2010, Tammy was asked to start the Kentucky state operation for an international nonprofit serving people with disabilities called Best Buddies International (BBI). Becoming the State Director for BBI’s launch into Kentucky was a terrific challenge, and Tammy provided the organization with a strong foundation for future success winning multiple awards and securing surplus funding in Best Buddies Kentucky’s first year of operation.
For the last five years, Tammy has been with Ashley|Rountree and Associates as a Senior Consultant, and as of January of 2018, Tammy is now also a Partner in the firm providing nonprofits with sustainable strategies for fund development, organizational growth, volunteer management, and events. She also leads most of the firm executive searches and recruiting efforts.
Presenting Sessions: 3A
Tad Myre, Partner – Wyatt Tarrant & Combs
Tad is Co-Chair of the Firm's Health Care Service Team. He concentrates his practice in the areas of health care, taxation, nonprofit organizations, and general business law. He has extensive experience in the areas of health care organizations, including hospitals and physician practices, tax-exempt organizations, small business and joint ventures.
Before joining Wyatt, Tad served as General Counsel with Norton Healthcare and was an attorney with the United States Tax Court. He often speaks and authors publications on tax-exempt and health care issues.
Presenting Session: 2C
Mark Rountree, Vice President, Partner and Senior Consultant Ashley|Rountree and 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 advisor to volunteer leaders, Mark believes that it is important to practice what he preaches and make a personal commitment to also volunteer work on several local boards.
Presenting Sessions: 1A
Shelia Schuster, Advocacy Action Network
Dr. Sheila Schuster is a licensed psychologist with 27 years of clinical experience, providing psychological services to families and children. In the late 1970’s, Dr. Schuster became involved in legislative advocacy and pursued that work on a part-time basis. Leaving her clinical work behind in 2000, she now devotes her full-time efforts to public policy advocacy on mental health, health care and disabilities issues.
Dr. Schuster is currently the Executive Director of the Advocacy Action Network, an umbrella organization which includes coalitions around mental health, health care quality and access, disabilities and Medicaid reform. She also serves as Chair of the Board of Directors of Kentucky Voices for Health, a statewide coalition of 200+ organizations dedicated to improving the health of Kentuckians. She has served the KY Psychological Association (KPA) in multiple positions, including being the Executive Director from 1989-2000.
In Frankfort, Dr. Schuster represents the KY Mental Health Coalition and the community mental health centers through the KY Association of Regional Programs in their advocacy initiatives. Dr. Schuster also works in the Frankfort arena on behalf of the KY Coalition of Nurse Practitioners and Nurse Midwives, the KY Association of Nurse Anesthetists, the KY Nurses Association, and other mental health and health care organizations.
In recognition of her leadership in representing Kentuckians’ health coverage concerns, Dr. Schuster was appointed by Governor Patton as the first consumer representative on the KY Department of Insurance’s Health Advisory Council. Her advocacy efforts to improve the quality and availability of health care, including mental health services, in the Commonwealth have been recognized with her induction into the UofL College of Arts & Sciences Hall of Honor, the UK College of Public Health Hall of Fame, and the awarding of an honorary Doctorate of Public Service degree by Spalding University. While advocacy is her passion, Dr. Schuster readily admits that her family – and especially her grandchildren – are her joy!
Judy Simpson, Blue & Co.
Judy Simpson graduated from the University of Kentucky with a double major in Accountancy and Finance. She works in the audit & assurance department for Blue & Co., with an industry focus in serving not-for-profit organizations.
Presenting Session: 4D
Rachel Spurlock, Crowe
Rachel is a leader in Crowe’s National Exempt Organizations Tax practice with over 20 years of combined public accounting experience with Crowe and a Big 4 firm. In addition, Rachel holds several leadership roles within the firm to enhance client experience, chairs the Crowe University Client Experience Department, and is on the steering committee for Crowe’s Leadership programming. Specific engagement responsibilities in Crowe’s tax practice include: managing large, multi-entity tax engagements, consulting on complex tax matters unique to the non-profit sector, including Tax Reform implementation, 501r matters, unrelated business income, alternative investments, compensation and fringe benefit issues, and board education.
Presenting Session: 2C
Don Tharpe, Consultant – Ashley|Rountree and Associates
Don’s career in association management spans more than 30 years. Don served as Chief Operations Officer of the Certified Financial Planner Board of Standards, Inc. CFP Board is a non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services. Don also served as President & CEO of the Pan American Health and Education Foundation. PAHEF is a U.S. based public charity. Don served as President & CEO of the Congressional Black Caucus Foundation. The CBCF is a nonprofit, nonpartisan public policy, research and educational institute.
Prior to that appointment he was Executive Vice President and Chief Operating Officer of the Council on Foundations. The Council on Foundations is a nonprofit membership association of more than 2,000 grantmaking foundations and corporations. COF has a staff of 110 and budget of approximately $18 million.
Don was also Executive Director of the Association of School Business Officials International (ASBO), a position he held for 12 years. In addition to Don’s extensive management background, he has consulted for several non-profit organizations, written numerous articles on association management and served on the board of several nonprofit organizations. He was a member of the American Society of Association Executives (ASAE) and a former vice chair of its board. Don is an ASAE Fellow. An honor bestowed on fewer than 200 association executives from ASAE’s membership of over 25,000.
Tharpe is a graduate of Murray State University (KY) where he received both his undergraduate and graduate degrees. Tharpe received the 2005 Distinguished Alumnus Award from Murray State University. He earned his doctorate from Virginia Polytechnic & State University in Blacksburg, VA.
Presenting Session: 3A
Mimi Ward, Ashley|Rountree and Associates
Mimi began her career over 30 years ago after graduating from the University of Kentucky with a Bachelor’s of Science degree majoring in Community Health Education. After an internship with the American Cancer Society, Kentucky Division, she was hired by ACS and for the next 18 years she was dedicated to program development, volunteer training, grassroots and event fundraising, unit leadership and planned giving. From there, Mimi became Director of Planned Giving for the American Printing House for the Blind, executing over 100 charitable gift annuities in less than 18 months. In 1999, Mimi returned to her alma mater as a Major Gift Officer, serving as an integral part of the team that developed UK’s centralized major gift program.
In 2004, Mimi took the reigns as Senior Development Director of the College of Arts and Sciences at UK initiating a portfolio and metrics system and increasing staffing. With her leadership, A&S increased endowment and planned gifts by almost $5 million, while meeting annual fund goals of up to $2 million per year. After 11 years with UK, Mimi became Senior VP of Advancement with Hosparus, Kentucky’s largest hospice provider with operations spanning 33 counties and based out of Louisville overseeing a successful comprehensive capital campaign and all fund development operations for this $45 million organization. Mimi returned to educational fund-raising by joining Sacred Heart Schools in Louisville, KY as the Executive Director of Institutional Advancement with primary responsibility for all fund-raising and management of staff for alumnae affairs, communications/public relations, special events, annual fund, and enrollment marketing.
As a veteran development professional, Mimi teamed up with Ashley|Rountree and Associates in mid-2015 specializing in clients of all sizes. From large-scale universities and college campaigns to private secondary schools, and small, specialized school systems, Mimi brings extensive fund-raising expertise and experience across a broad range of areas including annual fund, major gifts, planned giving and capital campaigns that can positively impact any non-profit agency.
Presenting Session: 1A
Lisa Williams, President, Lisa Williams Consulting
Lisa Williams is a leadership and organizational coach and consultant who helps nonprofits and their leaders become peak performers. As a coach, her passion is helping leaders increase their emotional intelligence. 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 the executive director of the University of Kentucky Institute for Workplace Innovation and has held leadership roles in various nonprofit organizations.