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WISDOM WEDNESDAY SPEAKERS

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Elizabeth Bawden
Partner, Trust, Estates & Charitable Planning, Withers Worldwide

Elizabeth is a partner in the private client and tax team at Withersworldwide. She focuses her efforts on estate planning, planned giving, and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate, and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational, and operational issues. Elizabeth is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law, and a fellow in the American College of Trust and Estate Counsel (ACTEC). She received the 2019 Distinguished Service Award from the Los Angeles Council of Charitable Gift Planners, where she has served as president and has been a member for 15 years. Elizabeth is a graduate of Wheaton College (IL) and the UCLA School of Law where she served as Executive Editor of the UCLA Law Review. After law school, she clerked for Judge Wiley Y. Daniel of the Federal District Court in Colorado. Elizabeth is currently adjunct faculty at the UCLA School of Law teaching Estate and Gift Tax and Estate Planning. Elizabeth serves on the board of the Heifer International Foundation, supporting the work of Heifer International to end hunger and poverty around the world by providing livestock and training to struggling communities.

Stephanie Buckley
Senior Vice President, Senior Regional Fiduciary Manager, Wells Fargo Private Bank

Stephanie Buckley serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within The Private Bank at Wells Fargo. Stephanie leads a team of experienced specialists that provides philanthropic advice to Wells Fargo clients throughout the Southwest and California Regions. Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor of the Center for Estate and Gift Planning. Stephanie has worked in philanthropy for more than 18 years.

Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law and an LLM in taxation with honors from Loyola Law School in Los Angeles. Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a former trustee for Heifer International Foundation and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic. 

Reynolds Cafferata
Partner, Rodriguez, Horii, Choi & Cafferata LLP

Reynolds T. Cafferata is a partner at a tax law firm, Rodriguez, Horii, Choi & Cafferata LLP, and represents charities and donors on issues related to charitable giving, governance, charitable trust litigation and tax. Mr. Cafferata’s clients include universities, hospitals, community foundations, private foundations as well as banks, and philanthropists. Mr. Cafferata is a frequent speaker and writer on charitable topics, former adjunct professor at the USC School of Law, a member of the USC Tax Institute Planning Committee, member of the American College of Trust and Estate Counsel, past board member of the National Committee on Planned Giving, and past chair of the National Conference on Planned Giving. He was named a Daily Journal 2016 Clay Awards Winner, “Attorney of the Year for Extraordinary Achievement in 2015 Appellate Practice” for his work on Estate of Duke. Mr. Cafferata is a current Board Member of the Corporation of Episcopal Diocese of Los Angeles and the Episcopal Church Foundation.

Kaci Y. Patterson
Owner and Principal, Social Good Solutions

Kaci Patterson brings over 20 years of experience in the nonprofit and philanthropic sectors and is widely recognized for her expertise in racial equity and community-driven design. Always with an eye toward human and community development, Kaci works with philanthropic institutions, nonprofit organizations, and public entities to design, operationalize and manage racial justice initiatives from concept to implementation.

Prior to consulting, Kaci held entry-to-executive-level roles within the nonprofit sector, leading capacity building, education advocacy and social justice initiatives; serving networks of organizations, and over 1,000 civil society leaders and public officials worldwide. In addition to managing multi-million-dollar grant-making portfolios in the United States and abroad, Kaci has created programs recognized as breakthrough contributions to the field: The School Boards and Community Engagement Initiative (2011) and B.L.A.C.C. (Building Leaders and Cultivating Change), a grassroots social activism fund (2014), the Black Equity Initiative (2017), Village Fund (2020) and the Black Equity Collective (2021).

Kaci has received several awards, including Unsung Hero of Los Angeles (California Community Foundation, 2016), Wally Marks Changemaker of the Year (Liberty Hill Foundation, 2017), and Freedom Now (LA CAN, 2019), and was selected into the 2019 inaugural class of The Aspen Institute Civil Society Fellowship.

She serves as the Chief Strategist for the Black Equity Initiative and is the Founder and Chief Architect of the Black Equity Collective. Kaci sits on the board of Social Venture Partners—Los Angeles, Tides Advocacy, and is a state commissioner in the Department of Consumer Affairs. She is a certified mediator, a graduate of Pepperdine University and holds an MBA in Organizational Management & Leadership from the University of LaVerne.

Ryan Raffin, JD
Partner, Charitable Solutions LLC

Ryan serves as Vice President, Non-Cash Assets & Research, focusing on compliance, tax, and due diligence issues relating to charitable giving. His work involves assessment of proposed donations and liquidation of donated assets.

Prior to joining Charitable Solutions, Ryan graduated from the University of Iowa College of Law. He earned a bachelor's degree in accounting from the University of Notre Dame. He is licensed to practice in Colorado and South Carolina.

Juan Ros, CFP®, CSPG, AEP®, CEPA, CVGA®
Financial Advisor, Forum Financial Management, LP

Juan Ros is a Financial Advisor for Forum Financial Management, LP. Most recently, Juan was a partner and vice president at Lamia Financial Group, Inc., which joined with Forum in January 2019. Prior to joining Lamia, Juan held various gift planning and major gift positions at the Ronald Reagan Presidential Foundation, Occidental College and the ALS Association, helping to raise millions of dollars in current and deferred gifts.

Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved. Since 2015, Juan has served on the faculty of the American Institute for Philanthropic Studies, which awards the CSPG designation. He is a frequent contributor and member of the editorial board for the monthly publication Planned Giving Today.

To learn more about Juan, click here.

William D. Strickland, J.D., C.S.P.G.
Senior Development Officer, California Community Foundation

William “Bill” Strickland leads CCF’s Sartori Circle (Legacy Society) program and promotes its gift planning services by developing and deepening relationships with donors, advisors and nonprofits. Before joining CCF in 2011, Strickland served as the Associate Director of Gift Planning for the Los Angeles office of The Nature Conservancy. Strickland has also practiced law in Los Angeles and served as a Senior Trust Officer with Bank of America. Strickland earned a bachelor’s degree and a Juris Doctorate from U.C. Davis. He previously enjoyed a career as a professional dancer and singer. Strickland is a past member of the Southern California Trust Officers’ Association and the Los Angeles Estate Planning Council, and a former president of the Partnership for Philanthropic Planning of Greater Los Angeles.

Faye Washington
President & CEO, YWCA of Greater Los Angeles

Faye Washington is a rainmaker in the world of non-profit. Her 32-year government record of management, personnel administration, legislative and budget policy development, strategic planning, and implementing budgets of over $3 billion created the landscape for her groundbreaking tenure of leading the YWCA GLA in its mission of eliminating racism and empowering women.

Because of the urgency of the YWCA GLA’s mission, Washington strategically pursues funding opportunities that result in multi-generational impact and long-term residual value for the community at large. She walks with giants and demands the impossible for the sake of those who have no voice or power. Through meticulous hard work, creative vision, audacity, and persistence, Washington has become known as a “game-changer.” To learn more, click here.



WRPGC 2021 SPEAKERS

Debbie Bills
Associate Vice President of Planned Giving, City of Hope

Debbie is the Senior Executive Director of Planned Giving Administration at City of Hope. She provides oversight for the operational aspects of a sophisticated Planned Giving program, including estate and trust administration, life income gifts, marketing, data management & reporting. With over 20 years of planned giving experience, Debbie has worked in various facets of Advancement. She served as the AVP for Advancement Services at Harvey Mudd College, overseeing Research & Prospect Management, Gift Processing, Reporting & Database Management. At the California Institute of Technology, she became the Functional Lead for the database conversion after serving five years as the Assistant Director of Gift Planning & Manager of Trusts and Bequests. She also directed the Gift Planning programs at The Webb Schools and Claremont Graduate University. Debbie earned her Bachelor’s degree at Pomona College and is a Certified Specialist in Planned Giving. She is a current board member, past president and former conference chair for the Los Angeles Council of Charitable Gift Planners.

Birgit Smith Burton
Executive Director of Foundation Relations at Georgia Institute of Technology and Founder of the African American Development Officers Network

Birgit Smith Burton is a respected leader in the fundraising profession who has raised more than $500 million during her 33-year career. As the executive director of foundation relations at the Georgia Institute of Technology, she led her team in raising $309 million toward the Institute's most recent successful $1.8 billion capital campaign.

Birgit is a well-regarded speaker on the topics of fundraising and diversity. She has authored articles on diversity in the fundraising profession, co-authored the book, The Philanthropic Covenant with Black America, and contributed to the book Five Minutes for Fundraising, A Collection of Expert Advice. Birgit is honored to tell her personal story in the book Collecting Courage, which shares the lived experiences of Black women and men working in the nonprofit and charitable space (published fall 2020). She was proud to be selected by Georgia Tech leadership to participate in the first cohort of Leading Women @ Tech, which identified the next community of leaders who will guide the institution in the 21st century. Birgit also was chosen as one of the 2020 Faces of Inclusive Excellence, recognizing faculty, staff, and students who are committed to gender diversity, equity, and inclusion.

Birgit serves on the global board of the Association of Fundraising Professionals (AFP) and recently was voted as the chair-elect for 2021. She has the distinction of being the first African American woman in AFP’s 60-year history to serve in this role. Birgit is the immediate past chair of the IDEA Committee (Inclusion, Diversity, Equity and Access). She also chairs the A.E. Lowe Grice Scholarship Fund, serves on the Hosea Helps board of directors, and advises the Aspen Leadership Group. Birgit is the founder of AADO, the African American Development Officers Network, which for 22 years has provided professional development, education, employment support, mentorship, and networking opportunities for fundraisers of color. She is a member of Alpha Kappa Alpha Sorority.

Birgit earned a bachelor's degree in media communications from Medaille College in Buffalo, New York.

David Disend
Senior Director of Development, Planned Giving, CARE

David Disend is the Senior Director of Development of Planned Giving at CARE. He has planned and led fundraising campaigns that have achieved over $1.5 billion dollars in fundraising success. He and his teams have amassed 27 CASE and IABC awards, including twice winning, as CAO, the CASE award for most improved fundraising effort. David chairs the inaugural legacy campaign of the National Association of Charitable Gift Planners. David finished his term on the NACGP board in 2020, and he previously served on the AFP International board. Concerned that philanthropy will not achieve its full opportunity if its workforce of development professionals does not look more like the communities they serve, David championed the adoption of NACGP’s DEI Policy, and he led the effort to establish AFP’s Diverse Communities Scholarship program. David endowed diversity scholarships both at AFP and CGP.

Sid Espinosa
Director of Philanthropy and Civic Engagement at Microsoft

Sid Espinosa’s career has spanned the government, business and non-profit sectors. He is currently the senior director of philanthropy at Microsoft, focused on the most innovative uses of technology to address community challenges. Previously, Mr. Espinosa served as the mayor of Palo Alto, CA, and as the director of global philanthropy at Hewlett-Packard Company. He has worked for a U.S. ambassador overseas, served as an aide to former U.S. Attorney General Janet Reno at the U.S. Department of Justice, and worked in the speechwriting and public liaison offices in the White House. Mr. Espinosa has served on numerous non-profit, university and business boards of directors, and he holds degrees from Wesleyan University and Harvard University.

Amy Florian
CEO of Corgenius

Amy Florian is the CEO of Corgenius, and she combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.

An acclaimed speaker and expert, she is author of over 150 articles and the books “No Longer Awkward: Communicating with Clients through the Toughest Times of Life” winner of a C-Suite Book Award, and “A Friend Indeed: Help Someone You Love When They Grieve,” which won a 2017 International Book Award. She was recently honored with several other awards for her ground-breaking work including:

The 20 Most Creative People in Insurance and Financial Services from LifeHealthPro
2016 Influential Woman in Business from the National Association of Women Business Owners
2017 Women of Influence from the Chicago Business Journal
2017 List of 25 FrontRunners and Influencers from Investment Advisor Magazine
Amy is a regular contributor in the trade press and appeared in the Wall Street Journal, CNBC, Forbes, MSN Money, Barron’s, On Wall Street, the Journal of Financial Planning, Investment News, Wealth Management, Financial Advisor, and many others.

Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies).

She taught a graduate class at Loyola University of Chicago for almost 10 years, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals across the country and the globe.

Professor Tyrone McKinley Freeman
Assistant Professor of Philanthropic Studies; Director of Undergraduate Programs, Indiana University Lilly Family School of Philanthropy

Tyrone McKinley Freeman is an award-winning scholar and teacher who serves as assistant professor of philanthropic studies and director of undergraduate programs at the Indiana University Lilly Family School of Philanthropy. Previously, he was a professional fundraiser for social services, community development, and higher education organizations. He was also associate director of The Fund Raising School where he trained nonprofit leaders in the United States, Africa, Asia, and Europe.

His research focuses on the history of African American philanthropy, philanthropy in communities of color, the history of American philanthropy, and philanthropy and fundraising in higher education. His book, Madam C.J. Walker’s Gospel of Giving: Black Women’s Philanthropy during Jim Crow (University of Illinois Press, 2020) examines African American women’s history of charitable giving, activism, education, and social service provision through the life and example of Madam C.J. Walker, the early twentieth century black philanthropist and entrepreneur.

His work has appeared or been cited in O: The Oprah Magazine, TIME, BBC News, Newsweek, NewsOne, Blavity, The Conversation, Black Perspectives, Chronicle of Philanthropy, and the Stanford Social Innovation Review.

He is co-author of Race, Gender and Leadership in Nonprofit Organizations (2011 Palgrave MacMillan). A proud HBCU grad, Tyrone earned a B.A. in English/Liberal Arts from Lincoln University (PA), a M.S. in Adult Education from Indiana University, a Master’s in Urban and Regional Planning from Ball State University, and a Ph.D. in Philanthropic Studies from Indiana University.

Elizabeth Glasgow
Partner, McDermott Will & Emery

Elizabeth R. Glasgow focuses her practice on multigenerational wealth preservation and tax minimization, including the creation and implementation of dynasty trusts, business succession plans, asset protection strategies and charitable giving structures for business owners, real estate investors, entrepreneurs, and families managing inherited wealth. She provides comprehensive advice on a wide range of issues facing mobile high net worth individuals and geographically dispersed families, including coordinated income tax planning across multiple jurisdictions. She is also an experienced counselor to the non-profit community and works with a variety of tax-exempt entities in fulfilling their charitable missions by ensuring proper formation and management of their organizations. To learn more about Elizabeth, click here.

Dana Goland
Consultant, Diversity, Equity & Inclusion, The Aspire Group and Managing Director

Dana synthesizes over twenty years of facilitating capital investment in social and environmental solutions, by way of capital market securities (stocks, bonds, mutual funds, commodities, derivatives), complex trust vehicles and transformative donations by individuals, grant-making foundations, and corporations to 501c3 nonprofits and Non-Governmental Organizations (NGOs) - to facilitate efficacious funding partnerships that solve environmental and social problems. Dana's career spans from supporting clients as a Financial Consultant at Smith Barney with their investment portfolios, through fundraising and leading teams for 501c3 organizations including CARE USA, End Oil/Communities for Clean Ports, the American Red Cross, UNCF-The College Fund (formerly the United Negro College Fund) and the Trust for Public Land. She has operated within the full scope of development for 501c3 organizations (from gift planning and legacy bequests, corporate and foundation giving, individual private investors, major and principle giving and workplace and capital campaigns), specializing in managing relationships that support at the six-, seven- and eight-figure level. In 2019, Dana founded the Symbia Global Group, to leverage venture philanthropy as catalytic capital to scale ecological and social impact ventures that have disruptive solutions to the most intractable problems faced by humanity and the planet. The Symbia Global Group has advised and worked on clients/projects that were either US-based or internationally-based (including Italy, Canada, Kenya, Norway and Japan). Currently, Dana is researching biomimetic models for catalyzing private sector investment by leveraging philanthropic venture capital to accelerate and scale impact, globally – as a PhD Student at Claremont Graduate University. Her first book - Philanthropy: The Keystone Species - is due out fall 2022. She identifies as Black, cis-gender, and lesbian and her current base is on unceded and occupied Kizc (Keech) and Tongva lands, also known as Long Beach, California USA.

Andy Goodman
Director, The Goodman Center

Andy Goodman is co-founder and director of The Goodman Center, which teaches communications and marketing professionals how to reach more people with more impact. Along with Storytelling as Best Practice, heis author of Why Bad Ads Happen to Good Causes and Why Bad Presentations Happen to Good Causes. He also publishes a monthly journal, free-range thinking, to share best practices in the field of public interest communications. 

Andy is internationally known for his speeches and workshops on storytelling and has led over 500 trainings for clients including CARE, The Nature Conservancy, Boys and Girls Clubs of America, NOAA, the San Diego Zoo, MIT, Princeton, the Bill and Melinda Gates Foundation, the Robert Wood Johnson Foundation, GE, Bank of America, and many others. 

He has designed communications curriculum for the College for Social Innovation in Boston as well as for the African Leadership University in Mauritius. When not teaching, traveling, or recovering from teaching and traveling, Andy serves on the advisory board of the Institute for Human Caring. For more information about his work, please visit www.thegoodmancenter.com.

Todd Hanson
Vice President, Center for Engaged Philanthropy at the Orange County Community Foundation

Todd Hanson is vice president of the Center for Engaged Philanthropy at the Orange County Community Foundation. For more than 19 years, Todd has provided support to some of Orange County’s most generous families, helping them achieve their philanthropic goals and inspiring effective and impactful giving. He works with donors to develop personalized giving plans, arrange agency site visits, organize presentations on community issues and provide research reports on nonprofits. He visits more than 100 nonprofit organizations each year to stay informed on their latest programs, services and results.

Connie Chung Joe, JD
Asian Americans Advancing Justice

Connie Chung Joe, JD, is the Chief Executive Officer of Asian Americans Advancing Justice – Los Angeles (Advancing Justice-LA), the nation’s largest legal and civil rights organization for Asian Americans, Native Hawaiians, and Pacific Islanders. Prior to joining Advancing Justice-LA in August 2020, Connie served as the Executive Director of the Korean American Family Services (KFAM) for 11 years. Under Connie’s leadership, KFAM nearly quadrupled its budget and staff, with culturally and linguistically responsive services to immigrant families, particularly those struggling with mental health, domestic/family violence, and acculturation stresses. Prior to joining KFAM, Connie was a public interest lawyer for seven years. She worked at the Housing Rights Center in LA representing clients in fair housing cases and the American Civil Liberties Union in Chicago working on immigrant’s rights, reproductive rights, post-9/11 racial profiling, police accountability and First Amendment cases. Connie received her BA in Spanish and International Relations from USC and her JD from Georgetown University Law Center.

To learn more about Connie, click here.

Yolanda Johnson
Founder at Women of Color in Fundraising and Philanthropy (WOC)® and President at YFJ Consulting, LLC

With more than two decades of experience in the non-profit sector, Yolanda F. Johnson has successfully led fundraising operations for a wide range of non-profit organizations, launching creative event, sponsorship and marketing initiatives that produced new streams of both contributed and earned income. Her fundraising expertise includes securing foundation, corporate, and government funding and cultivating a diverse major gifts portfolio.

In addition to leading YFJ Consulting, LLC, Yolanda is the Founder of WOC, Women of Color in Fundraising and Philanthropy™ and President of Women In Development (WID), NY, the NYC area's premier professional organization for women in fundraising and philanthropy. Yolanda has also had an outstanding career as a performing artist, as a composer, as a producer, as an educator, and she has used her background as a performer to become a sought-after fundraising expert.

Her leadership roles include: serving as an International Advisory Board member and the former Representative for the Foundation for Post Conflict Development to the United Nations; a member of the board of directors of the Lehman College Art Gallery; a member of the board of trustees of the Hudson River Museum and a member of the PowHerNY board of directors. A trailblazing figure on the national fundraising landscape, Yolanda is the first African American President in the 40-year history of WID. She co-established the WID Diversity and Inclusion Task Force and is often a featured expert on incorporating DEI initiatives into organizational culture. She has appeared as a panelist at Fundraising Day in New York, the Women’s Alliance National Conference and CASE events among others. Yolanda is also a member of the Chronicle of Philanthropy Advisory Committee of national leaders in the non-profit sector.

Tying together her life as a successful performing artist and a non-profit leader, she developed All the World's A Stage, a special workshop using performance practice for getting what one wants out of fundraising, philanthropy and life. She presents All the World's A Stage to audiences across the United States. Yolanda is the Worship Leader/Music Director at the church she attends, a member of Sigma Alpha Iota International Women’s Music Fraternity and is on the artist roster for Random Access Music/Queens New Music Festival and the newly formed Westchester Chamber Soloists Orchestra. She holds a B.A. in Voice (Music Performance) and an M.A. in Arts Administration with a focus on Fundraising and Events and is the author of various publications and articles on event fundraising, including A Useful Guide for Special Events.

LaKenya Jordan
Executive Director, California Commission on the Status of Women and Girls

Vu Le
Blog Writer, NonprofitAF, Founder and Former Executive Director of RVC (Rooted in Vibrant Communities)

Vu Le (“voo lay”) is a writer, speaker, vegan, Pisces, and the former Executive Director of RVC, a nonprofit in Seattle that promotes social justice by developing leaders of color, strengthening organizations led by communities of color, and fostering collaboration between diverse communities.

Vu’s passion to make the world better, combined with a low score on the Law School Admission Test, drove him into the field of nonprofit work, where he learned that we should take the work seriously, but not ourselves. There’s tons of humor in the nonprofit world, and someone needs to document it. He is going to do that, with the hope that one day, a TV producer will see how cool and interesting our field is and make a show about nonprofit work, featuring attractive actors attending strategic planning meetings and filing 990 tax forms.

Known for his no-BS approach, irreverent sense of humor, and love of unicorns, Vu has been featured in dozens, if not hundreds, of his own blog posts at NonprofitAF.com, formerly nonprofitwithballs.com.

Cris Lutz
Assistant Vice President of Gift Planning, The Huntington Library, Art Museum, and Botanical Gardens

Cris Lutz is the Assistant Vice President of Gift Planning at The Huntington Library, Art Museum, and Botanical Gardens, where she helps individuals make enduring charitable gifts for the benefit of students, scholars, visitors, and the broader community. Since 2019, Cris also serves as Chair of the inaugural staff Diversity, Equity, and Inclusion Committee.

Before joining The Huntington in 2005 as Associate Director of Major Gifts, she held several positions at Big Brothers Big Sisters of Greater Los Angeles, ultimately serving as Director of Individual Giving. While at Big Brothers Big Sisters, Cris was an adjunct faculty member at Pasadena City College, where she taught a Psychology course focused on the Latinx community. 

She is a member of the San Gabriel Valley Estate Planning Council and recently completed five years of Board service, including as Board Secretary, for both the American Council on Gift Annuities (where she is a volunteer member of the Governance Committee) and the Los Angeles Council of Charitable Gift Planners. She also served on the Association of Fundraising Professionals - Greater Los Angeles Chapter's inaugural Inclusion, Diversity, Equity, and Access Committee. 

Cris earned a master's degree in psychology from California State University, Fullerton, and dual bachelor's degrees in art history and social science from the University of California, Irvine. Cris has been a certified specialist in planned giving (CSPG) since 2013.

Lizbeth Nevarez
Managing Director of Nonprofit Tax Services, Green Hasson Janks

Lizbeth Nevarez, CPA, has more than 10 years of public accounting experience providing tax and consulting services and is GHJ’s Nonprofit Tax Practice Leader. She is also Secretary for GHJ Foundation, GHJ’s vehicle for purposeful and proactive giving to the community. Additionally, Lizbeth co-leads GHJ’s Women’s Empowerment Cohort, which is part of GHJ’s DEI initiative.

Lizbeth is a frequent guest speaker on nonprofit tax issues. She has completed the Riordan Leadership Institute’s Board service program through the Los Angeles Junior Chamber of Commerce. The program's mission is to develop and cultivate business professionals for lifelong service in the nonprofit community. She has also taught courses on Form 900 basics and private foundations through CalCPA.

Lizbeth currently serves on the Board of Executive Service Corps (ESC), a leading nonprofit provider of high-impact, affordable management development services to other nonprofits in Southern California.

In 2019 and 2020, Lizbeth was recognized as “Most Influential Minority CPA” by the Los Angeles Business Journal for her contributions to the community and accounting industry.

Lizbeth joined GHJ in 2008, after graduating from California State University, Northridge where she received a Bachelor of Science degree in Accounting.

Lizbeth is a mother to two young boys and enjoys spending time with family and going on family trips in her free time.

Cathleen Otero
Vice President Donor Relations & Programs, Donor Relations & Programs

Cathleen Otero is Vice President of Donor Relations & Programs at the Orange County Community Foundation. Cathleen brings more than 15 years of experience in supporting health and human service organizations through collaboration, coalition building, and strategic planning to improve performance and better serve vulnerable populations. She spent the last 10 years at Children and Family Futures, serving as the Deputy Director of the National Center on Substance Abuse and Child Welfare. Cathleen received her bachelor’s degree in psychology from Yale University and both her Master of Public Administration and Master of Social Work degrees from the University of Southern California.

Dr. Laura Morgan Roberts, Ph.D.
University of Virginia, Darden School of Business

Laura Morgan Roberts, Ph.D. is an organizational psychologist who cultivates strength-based practices with current and aspiring leaders seeking extraordinary performance and personal fulfillment in diverse organizations. Laura is currently a Professor of Practice at the University of Virginia's Darden School of Business and CEO of The Alignment Quest Enterprise, LLC.

Celina Santiago
Chief Development and Partnerships Officer, CASA of Los Angeles

Kristina Segesvary
Vice President, Goldman Sachs

Robert F. Sharpe, Jr.
CEO, Encore

Robert F. Sharpe, Jr. is CEO of Encore, a leading philanthropic management consulting firm. He is a nationally recognized leader and authority in the field of philanthropy. During more than three decades of service to thousands of America’s nonprofits, he has consulted with educational, health, social service, arts and religious organizations and institutions in the planning and implementation of their major, planned gift and endowment development efforts. An honors graduate of Vanderbilt University and Cornell Law School, he served as a development officer for a liberal arts college prior to practicing law with a major law firm specializing in taxation and estate planning. Robert has been a pioneer in the area of “blended gifts” beginning in 1995 when he coined the term as part of a presentation at the national conference of the National Association of Charitable Gift Planners (CGA). Robert is chair of the philanthropy editorial board of Trusts & Estates magazine and co-author of the CGP Model Standards of Gift Valuation. He has served on the board of Giving USA and on a number of strategic task forces for the CGP. He currently serves as an Advisory Council member for the Alliance for Charitable Reform in its efforts to preserve and expand favorable tax treatment for charitable gifts. Among other publications, his remarks have been featured in The Wall Street Journal, The New York Times, Newsweek, Forbes, Smart Money, The Chronicle of Philanthropy, Trusts & Estates and Kiplinger’s. He is a sought-after speaker at local and national gatherings of fundraising executives, financial officers and others. He is a recipient of the CASE Crystal Apple award for excellence in teaching and has received the Lifetime Achievement Award from the Philanthropic Planning Group of Greater New York, the David M. Donaldson Distinguished Service award from the Planned Giving Group of New England and has been inducted to the CGA Gift Planning Hall of Fame.

Kelli Smith
Chief Development Officer, John Ball Zoo

Derek Steele
Executive Director, Social Justice Leadership Institute

Nathan Stelter
The Stelter Company

Nathan Stelter is the president of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, which was founded in 1962, currently partners with more than 1,400 organizations nationally with a staff of over 80 individuals. The home office is located in Des Moines, Iowa, with regional representation in Chicago, Ill.; Asheville, NC; Washington, DC and Denver, Colo. Nathan’s personal goal and charge to his staff, his clients and this industry is to continue to lead by example as Stelter build’s marketing solutions based on scientific-data, informed by industry-changing research and focused on connecting people, passion and purpose by way of personal philanthropy! Over Nathan’s 20-year career in planned giving, he’s been fortunate to speak at over 100 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in Planned Giving Today, Advancing Philanthropy, Nonprofit Pro, and other trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the National Capital Gift Planning Council (Washington, DC), current member of the Mid-Iowa Planned Giving Council and serves on the board for the National Association of Charitable Gift Planners as well as the National Standards for Gift Planning Success (NSGPS) task force. Nathan is a two-time graduate of the University of Iowa where he earned a bachelor’s degree in marketing and an Executive MBA. He lives by the mantras: “It is what it is”, “It’s easier to ask for forgiveness than permission” and “Everything happens for a reason” …and it seems to work out. He is a lover of music, soccer, spicy food and his beloved Iowa Hawkeyes. He rarely sleeps. And is extremely competitive in everything he does. When not at his Stelter desk, Nathan enjoys spending time with his family, wife Nora and children Benjamin Hawkeye (14), Brody (10) and Brynn (8) along with three Brussels Griffon pups, Lola, Bubbles and Fergus.

Iliana Tavera
Executive Director, Haven Hills

Iliana Tavera was named Executive Director of Haven Hills, Inc in 2015.  Ms. Tavera has over 20 years of experience in non-profit management, fundraising, operations, and a strong track record of developing successful collaborations among private sector, nonprofit and community partners. At Haven Hills Ms. Tavera is responsible for managing one of the largest domestic violence providers in Los Angeles County.

Prior to joining Haven Hills, Ms. Tavera served as Southern California Director for NatureBridge an organization that fosters environmental literacy through hands-on environmental science programs for children and teens. There she managed NatureBridge’s Southern California initiatives and education programs which provided more than 3,000 students with environmental education in the Santa Monica Mountains and Channel Islands. Ms. Tavera was also Director of Operations for the Los Angeles Ronald McDonald House, a facility dedicated to providing housing for families whose children are faced with critical illness. In this capacity, Iliana was responsible for the daily operations of family services and facility management as well as strategic planning and operational budgeting initiatives. Ms. Tavera was also Director of Development for Ronald McDonald House and in this capacity, she met or surpassed the agency’s fundraising goals for seven years. Ms. Tavera began her career at the California Science Center Foundation where, as Grant Writer, she was responsible for writing proposals for the Center’s educational programming. Ms. Tavera is a graduate of the Harvard University where she was honored as a Stride Rite Community Service Scholar.

Crystal Tompkins
National Director, Gift Planning Services, BNY Mellon

Crystal is National Director of Gift Planning Services for the BNY Mellon Wealth Management Planned Giving group. In this role, she is responsible for managing the client relationship teams in Boston, Massachusetts and Greensboro, North Carolina. She also works directly with large, complex clients on all aspects of their planned giving programs and coordinates resources throughout BNY Mellon to provide support and expertise.

Crystal joined the firm in 2006, when Mellon acquired U.S. Trust's planned giving business. She has more than 18 years of experience in the planned giving business, including charitable trust tax preparation and tax process management.

Kimberley Valentine
Vice President and Chief Advancement Officer, Frank Lloyd Wright Foundation

Kimberley serves as Vice President, Chief Advancement Officer of the Frank Lloyd Wright Foundation in Scottsdale, Arizona. She currently holds the role of Conference Co-Chair for the 2021 Western Regional Planned Giving Conference, having also served as a Conference Co-Chair in 2020 and previously in 2014 and 2015. She is a past president of the Los Angeles Council of Charitable Gift Planners and Board Member and Treasurer of the National Association of Charitable Gift Planners. Her previous work includes leadership positions with the Los Angeles Philharmonic, The Huntington Library, Art Collections and Botanical Gardens, and Scripps College. She also serves on the boards of Mt. San Antonio Gardens Retirement Community and Camerata Pacifica.

Nichol Whiteman
Chief Executive Officer, Los Angeles Dodgers Foundation (LADF)

With a relentless dedication to improving the lives of others, Nichol Whiteman is the Chief Executive Officer of the award-winning Los Angeles Dodgers Foundation (LADF). Under Nichol’s leadership, LADF tackles the most pressing problems facing Los Angeles with a mission to improve education, health care, homelessness and social justice for all Angelenos. During Nichol’s tenure, LADF launched incredibly impactful programming including Dodgers RBI, a youth development initiative serving more than 10,000 youth today.

As part of LADF’s commitment to Southern California communities, the Foundation completed its 50th Dodgers Dreamfield, created a benefit gala, and increased fundraising by 1,000% with Nichol at the helm. Direct programming is only the beginning. Whiteman also advocates for LADF to be a strong charitable partner for nonprofits within the Los Angeles community through strategic grant making that builds capacity and reach. Collectively, Whiteman has cultivated partnerships that have resulted in more than $32 million in community investment in the form of direct programs and grant making, impacting over 2.3 million children.

To learn more about Nichol, click here. 

Brian Williams
COO, Urban League of Los Angeles

Miki Woodard
Head of Social Impact, Diversity & Culture at BAD ROBOT PRODUCTIONS, INC

Michelynn Woodard brings expertise in corporate citizenship, advocacy, impact investing, entertainment philanthropy, public/private partnerships and employee engagement. She is a leader who has an extensive network of relationships in entertainment, government, and philanthropy.

Currently, Michelynn is the Head of Good Robot at Bad Robot Productions, and Senior Advisor of the Katie McGrath & J. J. Abrams Family Foundation. At Bad Robot, Michelynn leads corporate social impact, employee engagement, diversity and culture initiatives. As Senior Advisor of the Katie McGrath & J. J. Abrams Family Foundation, Michelynn, helps manage the family’s philanthropic portfolio.

Previously, Michelynn was a founding partner of The Artemis Agency, which developed and executed sustainable social impact strategies for influencers, corporations, and nonprofits. Before founding Artemis, Michelynn ran philanthropy for talk show host Dr. Phil, and his wife Robin McGraw successfully integrating their causes into the popular broadcast. Michelynn also led Corporate Social Responsibility for JCPenney and launched The Kanye West Foundation with Dr. Donda West. Miki started her work in this field as an executive with the Creative Artists Agency (CAA) foundation.

A graduate of Hampton University, Michelynn spent much of her childhood abroad and as a result is an avid traveler who is passionate about diverse communities and civic engagement. Today, Michelynn serves on the board of several charitable organizations including the California advisory board of the Trust for Public Land and she is also the current Board Chair of the nonprofit, Community Coalition.

Marion Yongue
Associate Vice President of Development, University of South Florida Foundation

Dien Yuen
Assistant Professor of Philanthropy, The American College of Financial Services

Dien Yuen, JD/LLM, CAP®, AEP® holds the Blunt-Nickel Professorship in Philanthropy at The American College of Financial Services, where she teaches in the Chartered Advisor in Philanthropy (CAP)® program. Prior to joining the College, Dien served as Managing Director and Fiduciary Advisor for a wealth management firm assisting high net-worth individuals, families, and charitable institutions. Her former positions include Chief Philanthropy Officer at Give2Asia, Vice President and Senior Trust Officer at U.S. Trust, Executive Director of the IIT Bombay Heritage Fund, Vice President of the Asian Pacific Fund, and Planned Giving Director of the American Cancer Society. She is also the founder of a boutique social impact research and advisory firm serving clients in the U.S. and Asia. Dien serves on the boards of the American Council on Gift Annuities (ACGA), The 1990 Institute, and Angel Island Immigration Station Foundation. She is on the advisory boards of GlobalSF, Asia Society of Northern California, Philanthropic Ventures Foundation, and Arowana Impact Capital Group. She holds the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services and the AEP ® designation from NAEPC. She received her LL.M. in International Law at Golden Gate University, her Juris Doctorate (JD) from the University of Toledo College of Law, and her Bachelor of Arts (BA) in Political Science from Adrian College.

 

Additional Details

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.

Cancellation Policy:
LACGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected]

LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.

Additional Virtual Event Provisions:
If a technical failure at the attendee’s home or workplace prevents access to the virtual event, the attendee will not be given a refund. It is the responsibility of the attendee to confirm system requirements and test their computers prior to the start of the virtual event. However, if a technical failure is the fault of the service provider and the virtual event is cancelled, a full refund will be provided.

If you are unable to attend the virtual event, information on how to access program recordings, where available, materials and features of the virtual event will be provided to all registered persons. Registrants who fail to attend the event, in part or in whole, are not eligible for a refund or credit and will be billed for any balance due.

Consent Clause

Photo Release

Registration and attendance at, or participation in, LACGP meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by LACGP and other third parties (for example, sponsors). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release
LACGP will provide attendee contact information and email addresses to program partners and exhibitors. LACGP does not sell attendee information. For those LACGP events with program partners/exhibitors you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program partners/exhibitors via email or mail.

Mobile App Policy
As a knowledge-sharing community, the LACGP Mobile App has features that allow fellow meeting attendees to know and contact each other. By participating in certain LACGP events you grant LACGP the right to upload your name, company and company's primary address & phone number in your profile to the LACGP meeting App, which will be available to registered attendees only.

Continuing Education
The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California and for CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with the CBA requirements.

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.