Zina Allen
Human Resources Consultant - Owner of ZALIGN LLC
Consultant since 2011
With over 25 years of hands-on administrative and strategic Human Resources experience, I believe that I have developed a keen ability to break down walls and builds bridges. With extensive non/for profit leadership experiences, I’ve developed a reputation for fostering open communication, breaking through silos, and creating environments where collaboration thrives. I align organizational goals with values and cultivate cultures where individuals feel seen, heard, and inspired to contribute.
My Credentials:
Bachelor of Science in HR
Master of Arts in Organizational Management
Executive Director Certification
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Career Coaching Change Management Compliance DEIAB
Employee Relations Executive Search Human Resources Leadership Management
Operations Strategic Planning Team Building Volunteer Recruitment
My United Way Journey:
I have involved with United Way since 2022. I started as the VP of HR at United Way of Southern Nevada and have continued to support United Way Next since that date.
My United Way Department Experience:
Administration Community Impact Events
Executive Leadership Human Resources Operations
PS. If you’d like UW NEXT to provide a warm introduction to Zina, please don’t hesitate to reach out to us!
Naomi Asher
Founder & CEO of The Maven Consulting
Consultant since 2012
Naomi Asher is the founder of The Maven Consulting, where she helps nonprofits and community organizations strengthen leadership, develop fundraising strategies, and foster sustainable growth. With over 15 years of experience as an Executive Director for organizations like United Way of Anderson, Campbell, Morgan, and Scott Counties and CASA of the Tennessee Heartland, Naomi transitioned to consulting to support other organizations in reaching their full potential. She combines her leadership experience with her academic work as a Doctoral Candidate researching Nonprofit Executive Burnout, offering tailored, results-driven strategies to create lasting impact.
My Credentials:
Doctoral Candidate in Community Leadership / Organizational Management; Carolina University MBA in Marketing, King University, 2012; and BS in Music and Theology, Johnson University, 2005
Certified Saboteurs Coach, Certified Transition Interim and Coach, Parenting with Love and Logic Certified Trainer, Trauma-Informed Parenting Certified Trainer, and Enneagram Coaching Certification
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Career Coaching Digital Fundraising Donor Engagement
Leadership Management Planned Giving Public Relations
Strategic Planning Sustainability Team Building Volunteer Recruitment
Wellness Wellness/Burnout
My United Way Journey:
My journey with United Way of Anderson, Campbell, Morgan, and Scott Counties began in May 2015, where I had the privilege of serving as Executive Director. During my tenure, I focused on strengthening the organization’s capacity and broadening its impact across the region. Under my leadership, United Way saw a 42% increase in funding, which allowed us to expand our service area and deliver more impactful programs to local communities.
One of my key accomplishments was redesigning the grant-making process, which made it more transparent and accessible for local nonprofits, ensuring that funds were allocated effectively to those in need. I also developed and implemented annual Community Needs Assessments, which became a vital tool in identifying and addressing the most pressing issues facing our communities.
I worked closely with board members, staff, and donors to foster strong relationships and elevate the organization’s visibility. This included overseeing a variety of fundraising initiatives and establishing new partnerships with local businesses and government organizations. My experience at United Way further deepened my passion for community development, and I am proud of the lasting legacy we created, which continues to benefit the region today.
My United Way Department Experience:
Administration Communications Community Advocate Community Impact
Events Executive Leadership Fundraising Grants
Major Gifts & Philanthropy Marketing Operations Planned Giving
Public Relations Resource Development Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Naomi, please don’t hesitate to reach out to us!
Tom Bernard
Principal of Tom Bernard Consulting
Consultant since 2025
“Partnering with you to explore possibilities, craft solutions, deliver results, and build the future you envision for your organization and the people you serve.”
I am a professional communicator, fundraiser, administrator, and leader with experience in the cultural, economic development, education, municipal, and nonprofit fields. My work is relational, trust-based, and focused on the intersection of organizational excellence and economic development.
I am the former President and CEO of Berkshire United Way; in this leadership role I also served as co-chair of the Council of Massachusetts United Ways (COMUW), as a member of the United Way Worldwide Council of States, and as a board member with Mass211. I previously served as mayor of the City of North Adams, Massachusetts, and as chair of the school committee of the North Adams Public Schools. Earlier in my career I served as director of special projects at Smith College; in various administrative roles at Massachusetts College of Liberal Arts (MCLA); and as a development officer at the Massachusetts Museum of Contemporary Art (MASS MoCA).
In the community, I am a Trustee of MCLA, serve as a member and chair of the Berkshire Arts and Technology (BART) Charter Public School Board of Trustees and as a member of the Massachusetts Cultural Council’s Governing Council.
Based in the Berkshires and engaged across the Commonwealth of Massachusetts and beyond, I’m passionate about mission-focused work, building community, intentional collaboration, and the restorative power of a good strong cup of Irish breakfast tea. At a time when individuals and organizations face pressure and uncertainty, my mission is to be your trusted guide and your reliable thought, action, and success partner.
My Credentials:
Master of Public Administration
Interim Executives Academy Certificate
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables In-Person Workshops Virtual Trainings
Long-Term Consulting Short-Term Consulting Local Events
In English
My Consulting Specialties:
Board Governance Branding Change Management DEIAB Executive Search
Finance Human Resources Leadership Management
Messaging Operations Project Management Public Relations
Resource Development Strategic Planning Sustainability Team Building
Volunteer Recruitment
My United Way Journey:
I served as President and CEO of Berkshire United Way in Pittsfield, MA, from 2022 through June of 2025. In this role I led a team that served 28 communities in Berkshire County. I oversaw ~$2M annual operating budget and a staff of 9 FTEs, including recruitment, evaluation, corrective action, and professional development. I led annual fundraising campaign that generated over $2.1 million to support community priorities, directly invested over $1M annually in local nonprofits, and provided organizational, technical and capacity building support to funded organizations and other community partners. We operated the Berkshire Volunteer Center, a countywide service connecting local volunteers with service opportunities and catalyzing over $225k in annual economic impact. As a member of the larger United Way network I co-chaired the Council of Massachusetts United Ways (COMUW), served as a member of the United Way Worldwide Council of States, and as a board member with Mass21.
Reflecting on my tenure I am especially proud to have:
Led a community survey and planning project resulting in adoption of new BUW strategic plan.
Piloted unrestricted funding/trust-based philanthropy strategy to align community investments with BUW equity commitments.
Created strategic initiatives to address existing and emergent community needs, including establishing a new early childhood education coalition of providers, funders, elected officials, nonprofits, and business leaders.
Collaborated with Nonprofit Center of the Berkshires and other community partners to host three regional volunteer fairs to connect organizations to individuals.
Served as public face of BUW with donors, community partners, media, and elected officials.
Hired and onboarded new staff and recruited new board members for the organization.
Organized 100th anniversary celebration for the organization.
My United Way Department Experience:
Accounting & Finance Administration Communications Community Advocate
Community Impact Data & Technology Education Events
Executive Leadership Fundraising Grants Human Resources
Marketing Operations Programs & Partnerships Public Policy
Public Relations Resource Development Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Naomi, please don’t hesitate to reach out to us!
Trent Caldwell
Founder & CEO of Okavane Project Management Consulting
Consultant since 2016
Trent Caldwell is a nonprofit project management consultant and founder of Okavane, a social enterprise dedicated to helping mission-driven organizations improve project delivery and impact. He launched and led the Project Management Office at United Way of Greater Atlanta, where he built systems that supported internal operations and community initiatives.
With 13 years of cross-industry experience, Trent specializes in hands-on project management, PMOs, and change management for nonprofits. He is currently pursuing his Master of Public Administration at Villanova University to deepen his expertise in public and nonprofit management. His mission is to equip nonprofits with the tools and strategies they need to create lasting change.
My Credentials:
Project Management Professional (PMP)
PMI Agile Certified Practitioner (PMI-ACP)
Certified Scrum Master (CSM)
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Change Management Management Operations Project Management
My United Way Journey:
Trent began his United Way career as a Digital Solutions Manager, responsible for managing the organization’s portfolio of digital giving tools and guiding their full implementation life cycle. He ensured the optimal performance of applications that powered the online donation experience, while working with external stakeholders and internal teams to align requirements, reporting, and outcomes. Leading a small team, he strengthened UWGA's position as the corporate social responsibility partner of choice in digital engagement, ensuring partners could fully meet their charitable giving goals.
Trent later advanced to Enterprise Project Manager, where he led cross-functional projects ensuring a connection with organizational strategy. Recognizing the need for consistent practices and stronger impact measurement, he launched and led United Way of Greater Atlanta's first Project Management Office. Under his leadership, the PMO delivered operational transitions to multi-year campaigns, impact reporting dashboards, and the implementation of standardized processes that improved alignment and accountability across the organization.
My United Way Department Experience:
Operations
PS. If you’d like UW NEXT to provide a warm introduction to Trent, please don’t hesitate to reach out to us!
Andrea Daugherty
Founder & Consultant of Grants Above LLC
Consultant since 2024
My journey in the non-profit world began facilitating group sessions at a men's prison reentry facility. There, I gained certifications and real-world experience in cognitive behavioral skills, financial literacy, and employment coaching for those reentering society. This experience not only sharpened my skills, but led to a deeper understanding of the social service sector and the unique challenges facing those who dedicate their lives to serving others.
In just a few years, I’ve achieved significant milestones in my career through several unique fundraising experiences: from a capital campaign to organizing United Way workplace campaigns. My diverse experiences have equipped me with the skills and knowledge to make a meaningful impact. My specialty is in supporting small non-profits that just need an extra hand, allowing their staff to focus on delivering essential direct services.
My Credentials:
Associate's Degree in Business/Marketing from Columbus State Community College Bachelor's Degree in Psychology and Criminal Justice from The Ohio State University
Currently pursuing CFRE and GPC credentials
My Contact Info:
How We Can Work Together:
1:1 Consulting Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Donor Engagement Resource Development Social Media Team Building
Volunteer Recruitment Wellness Grants Management Small Nonprofits
Donor Management Systems
My United Way Journey:
After a few years in Indiana, I made a triumphant return to the Buckeye state and joined the United Way network in August 2023 as the inaugural Development Director for United Way of Licking County, a small UW located east of the state's capital, Columbus. In this role, I focused on developing a comprehensive fundraising plan to include our annual workplace campaign, residential giving, and grants. I managed the Leadership Giving Committee and Development Committee and coordinated with more than 50 workplace ambassadors. Like many small United Ways, we all had a valuable role to play in fundraising, advocacy, and volunteering. I had the incredible privilege to work with a truly remarkable team at United Way of Licking County and am thrilled to continue to be a part of the network through UW NEXT and the Consultant Collaborative.
My United Way Department Experience:
Events Fundraising Grants Major Gifts & Philanthropy
Planned Giving Resource Development
PS. If you’d like UW NEXT to provide a warm introduction to Andrea, please don’t hesitate to reach out to us!
Robyn Davis
Founder and President of The Valiant Leader, LLC
Consultant since 2020
The Valiant Leader, LLC was launched in February 2020. I served as a workshop facilitator for the Center for Exceptional Leadership of St. Norbert College, DePere, WI from 2020-2024 when the Center ceased operation. These workshops focused on equity and leadership in the workplace.
I have been engaged by various nonprofit organizations in Wisconsin, Minnesota and Washington, D.C. as well as local United Ways across the country on topics such as leadership, board engagement, community impact, innovation and equity. I have served on the faculty for two consecutive Mayo Clinic RISE (Reflect, Inspire, Strengthen and Empower) for Equity conferences. The Mayo Clinic also engaged my services as part of its Mayo Clinic Biomedical Ethics/Humanities in Medicine Grand Rounds and I-DARE program in Rochester, Minnesota.
My Credentials:
B.A., English, Hofstra University;
Juris Doctor, George Washington University;
Marquette University College of Business Administration: Certificate of Completion - Social Innovation Leadership Experience;
Veritas Group Academy: Certificate of Completion - Major Gift Academy;
U.S. Army War College, Certificate of Leadership Development, National Security Seminar;
Biblical Counseling Institute: Joint Certificate in Biblical Counseling.
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Campaign Development Career Coaching Change Management
DEIAB Leadership Management Strategic Planning
My United Way Journey:
President and CEO, Brown County United Way: 2017-present; National Presidents Roundtable (United Way CEOs cohort since 2019); Black Professional Leadership Alliance- United Way Worldwide
My United Way Department Experience:
Administration Community Advocate Community Impact Events
Executive Leadership
PS. If you’d like UW NEXT to provide a warm introduction to Robyn, please don’t hesitate to reach out to us!
Paul DeBassio
Founder of Paul DeBassio
Consultant since 2018
Paul DeBassio is a retired United Way network executive with 20 years of United Way leadership experience. Paul has served United Way at the local, national and global level.
Paul’s professional United Way focus has always been on driving performance through building strong relationships with key stakeholders, implementing change management, advocating for community impact, and creating collaborative environments which empower staff and volunteers to actively engage in strategic planning and implementation. He has continued his passion for community change, and the need for United Way to change in today’s environment, with contract assignments supporting local United Ways in strategic planning, implementation and execution, as well as Executive Coaching and leadership training.
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting
In English
My Consulting Specialties:
Campaign Development Career Coaching Change Management Donor Engagement
Leadership Resource Development Sales Strategic Planning
Team Building
My United Way Journey:
Paul DeBassio is a retired United Way network executive with 20 years of United Way leadership experience. Paul has served United Way at the local, national and global level. After serving 13 years at United Way of Massachusetts Bay & Merrimack Valley as Chief Development Officer, Paul served 5 years at United Way Worldwide first as VP, US Network Engagement & Performance and then as EVP, Chief Investor Relations Officer. He wrapped up his United Way career serving his local United Way, Granite United Way as Chief Development Officer June 2018 – August 2020. Paul’s professional United Way focus has always been on driving performance through building strong relationships with key stakeholders, implementing change management, advocating for community impact, and creating collaborative environments which empower staff and volunteers to actively engage in strategic planning and implementation. He has continued his passion for community change, and the need for United Way to change in today’s environment, with contract assignments supporting local United Ways in strategic planning, implementation and execution, as well as Executive Coaching and leadership training. In addition to professional United Way contract work, Paul provides volunteer leadership and counsel. Paul serves as a 2025 Board Chair of United Way NEXT; Board Member of Granite United Way, President of Newfound Sands Condo Association, President of Pasquaney Snowshoe Club, VITA tax preparer at Whole Village, Appalachian Mountain Club trail maintenance volunteer and a member of Plymouth State University’s Business Advisory Board.
My United Way Department Experience:
Events Fundraising Grants Major Gifts & Philanthropy
Planned Giving Resource Development
PS. If you’d like UW NEXT to provide a warm introduction to Paul, please don’t hesitate to reach out to us!
Amy F. Dinofrio
Founder & Managing Director of Horizon Resource Solutions
Consultant since 2022
Amy's journey is defined by her dedication to creating impactful connections and meaningful change. She is committed to working with organizations that champion diverse populations, support individuals with disabilities, provide care for children, and extend kindness to animals. This commitment gives profound meaning to her work.
Throughout her distinguished career in human resources and organizational management, Amy has spent over a decade driven by a deep commitment to making a tangible difference. As Vice President of HR and CHRO at the Robert Wood Johnson Foundation, Amy led the most significant compensation and job evaluation initiative in over 20 years.
Her efforts enhanced Human Resources, not just in terms of operational efficiency but also in fortifying the Foundation’s heartfelt mission to support its dedicated staff. Amy's work was grounded in meticulous reviews and genuine care, ensuring robust support mechanisms empowered every staff member to thrive.
Amy's tenure as Vice President at United Way Worldwide was equally transformative. She revitalized the People Strategies, Talent & Board Engagement department, focusing on employee engagement and organizational development. Implementing new onboarding programs and crafting a thoughtful parental leave policy were more than just tasks; they were commitments to fostering an environment where every individual felt valued and supported.
Amy holds an MBA from the University of Notre Dame and a BA from King's College, along with certifications including SPHR, SCP, and SPHR-CA. These credentials have equipped her to navigate the complexities of HR. However, it is Amy’s passion for people and the environments we create together that truly drives her success. Currently she is the Director of People & Culture at Borealis Philanthropy, in addition to consulting.
Transitioning to consulting was a heartfelt decision for Amy, enabling her to broaden her impact and create meaningful solutions for a diverse range of organizations. This path allows her to leverage her experience and align strategic HR initiatives with the unique goals of each organization she works with. Amy is passionate about building inclusive workplace cultures where every employee can grow and thrive.
Amy thrives in the dynamic nature of consulting, continually seeking opportunities that align with her values, experience, and skills. Her goal is always to make a direct and positive impact on organizational culture and employee engagement.
Originally from northeastern Pennsylvania, Amy now calls the tri-state area home, where she remains dedicated to the causes and communities that matter most to her.
My Credentials:
Masters in Business Administration with a dual minors in Human Resources and Psychology
SPHR, SHRM & HRCI
SPHR, SCP, and SPHR-CA
My Contact Info:
How We Can Work Together:
1:1 Consulting Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting
My Consulting Specialties:
Change Management Executive Search Human Resources Team Building
My United Way Journey:
Throughout her distinguished career in human resources and organizational management, Amy has spent over a decade driven by a deep commitment to making a tangible difference. As Vice President of HR and CHRO at the Robert Wood Johnson Foundation, Amy led the most significant compensation and job evaluation initiative in over 20 years. Her efforts enhanced Human Resources, not just in terms of operational efficiency but also in fortifying the Foundation’s heartfelt mission to support its dedicated staff. Amy's work was grounded in meticulous reviews and genuine care, ensuring robust support mechanisms empowered every staff member to thrive.
Amy's tenure as Vice President at United Way Worldwide was equally transformative. She revitalized the People Strategies, Talent & Board Engagement department, focusing on employee engagement and organizational development. Implementing new onboarding programs and crafting a thoughtful parental leave policy were more than just tasks; they were commitments to fostering an environment where every individual felt valued and supported.
My United Way Department Experience:
Human Resources
PS. If you’d like UW NEXT to provide a warm introduction to Amy, please don’t hesitate to reach out to us!
Sarah Emmert
Social Impact Consultant at Impact Launch
Consultant since 2024
My consulting work is grounded in nearly a decade of leading community impact efforts at United Way of Santa Cruz County, where I oversaw cross-sector collaborations, youth leadership programs, and equity-centered community engagement. That experience shaped my commitment to bringing partners together around shared outcomes and turning data and community voice into clear strategies for change.
Today, through Sarah Emmert Consulting Services and as a practitioner-consultant with Impact Launch, I support United Ways and community-based organizations across California in strategic planning, evaluation, collaborative design, and stakeholder engagement. Recent work includes leading stakeholder engagement and supporting Board engagement through the Thriving United Way Assessment for United Way Fresno & Madera Counties. I also support countywide strategic planning processes, collaborative impact projects, and youth-centered leadership initiatives. My approach blends Results Count, Radical Transformational Leadership, and equity-centered facilitation to help organizations design with purpose, elevate community voice, and strengthen their ability to create lasting impact.
My Credentials:
Degrees:
-MA in Criminology, Law, and Society, UC Irvine
- BA in Psychology, UC Santa Cruz
Key Certifications & Training:
- Results Count® Practitioner, Annie E. Casey Foundation
- Radical Transformational Leadership Practitioner
Recognition:
-United Way Worldwide Equity Champion (2019)
My Contact Info:
How We Can Work Together:
1:1 Consulting Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting
Local Events Destination Events
My Consulting Specialties:
Change Management DEIAB Leadership Management
Project Management Strategic Planning Team Building Wellness
My United Way Journey:
My United Way journey spans a decade of leading community impact work at United Way of Santa Cruz County, where I served as Director of Community Impact from 2016 to 2024. In this role, I coordinated countywide, multi-disciplinary initiatives focused on youth violence prevention, trauma-informed systems, restorative justice, public health approaches to safety, and racial equity. I led strategic planning efforts such as the County’s Youth Violence Prevention Strategic Plan and the Blueprint for Shared Safety, and partnered with system leaders, community-based organizations, and young people to lift up community voice and align cross-sector action.
I was recognized as a United Way Worldwide Equity Champion for co-leading internal organizational culture work that advanced racial equity, trauma-informed practice, and inclusive decision-making across the agency. My work also included championing youth leadership, supporting a three-year Youth Participatory Action Research project with UC Santa Cruz, and fostering approaches that centered young people as drivers of systems change.
These experiences shaped my commitment to collaborative design, results-based leadership, and equity-centered systems change. They continue to inform how I show up in my work with United Ways and community partners today, carrying forward the values, methods, and community-rooted practices I honed during my years with United Way.
My United Way Department Experience:
Community Advocate Community Impact Events
Programs & Partnerships Public Policy
PS. If you’d like UW NEXT to provide a warm introduction to Sarah, please don’t hesitate to reach out to us!
Winston Faircloth
Founder & CEO of Winsightz LLC
Consultant since 2015
Winsightz was founded in 2015 after 35 years working for and with United Ways. As an VP and CEO in three local United Ways, my vision was for greater collaboration between local UWs to meet shared technology needs at affordable costs. In 2000, working with six locals, we founded UPIC Solutions -- the nation's first and largest IT collaboration between UWs.
As CEO for over 15 years, we developed innovative solutions to help members build deeper relationships locally. This experience with dozens of UW members gave me a deep appreciation for the work of visionary leaders and their teams, leading to my current focus on aligning technology with mission, and building team cultures centered on love.
My Credentials:
40+ year career as United Way executive, technology executive, social enterprise founder
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting In English
My Consulting Specialties:
Campaign Development Change Management Digital Fundraising Donor Engagement
IT/Technology Legal Management Project Management
Strategic Planning Team Building
My United Way Journey:
United Way career (18 years): UWA - Fellow; Metro United Way (Louisville) - VP Fundraising; UW Virginia Peninsula (Newport News) - CEO; UW Bluegrass (Lexington) - CEO. UWA volunteer roles: faculty/trainer for National Academy for Voluntarism, lead volunteer for UWIN- UW Information Network (original shared CRM), member UWA -audit committee, national/regional conference presenter, CEO roundtable member UPIC Solutions (15 years): UW technology collaborative, founding CEO
My United Way Department Experience:
Community Advocate Data & Technology Executive Leadership Fundraising
IT/Computer Engineering Major Gifts & Philanthropy Operations Programs & Partnerships
Resource Development
PS. If you’d like UW NEXT to provide a warm introduction to Winston, please don’t hesitate to reach out to us!
Lindsay S. Fox
CEO of The Sojourner Group, LLC
Consultant since 2023
Lindsay Fox is an award-winning leader, strategist, and problem-solver with more than 25 years of experience turning bold ideas into real impact. As President & CEO of United Way Fresno and Madera Counties from 2016-2024, she transformed a struggling, century-old nonprofit into a high-impact leader tackling the racial wealth gap and driving inclusive prosperity.
Her career has always centered on supporting children, youth, and families, addressing inequities, closing opportunity gaps, and building systems that work for everyone. From her early days in the California State Legislature to leadership roles in education and youth development, Lindsay has been a trusted partner in finding practical, lasting solutions to complex challenges.
Today, she leads The Sojourner Group, a boutique consulting firm that helps nonprofits, foundations, and local governments elevate their strategy, leadership, and impact. She is also Chair of the California Volunteers Commission and serves on several state and local boards.
Raised in Clovis and now based in Fresno, Lindsay brings a deep understanding of community, a track record of organizational transformation, and a collaborative style that inspires results.
My Credentials:
Master of Public Policy and Administration
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Career Coaching DEIAB Design Leadership
Management Messaging Operations Product Development
Public Relations Strategic Planning Team Building
My United Way Journey:
Lindsay's United Way journey began in 2016. She served as President and CEO of United Way Fresno and Madera Counties. Her tenure was defined by bold vision and practical execution—modernizing operations, strengthening financial health, and expanding community impact. She championed initiatives to support working families, close racial equity gaps, and position United Way as a trusted convener and problem-solver.
My United Way Department Experience:
Executive Leadership
PS. If you’d like UW NEXT to provide a warm introduction to Lindsay, please don’t hesitate to reach out to us!
Maya Hemachandra
Owner & Principal of Sambar Nonprofit Solutions
Consultant since 2023
Maya's mission is to create champions for social change. Her career spans more than 20 years, raising millions of dollars in philanthropic and volunteer support for organizations addressing poverty and injustice including time spent with United Way of Snohomish County (Everett, WA) and United Way of King County (Seattle, WA). She is the owner of Sambar Nonprofit Solutions which helps nonprofits align their leadership approach and fundraising practices with their values. Maya has taught fundraising, leadership, and strategy courses at the University of Washington and Seattle University, and has published research on the adoption of Community Centric Fundraising.
My Credentials:
Master of Public Administration from the Daniel J. Evans School of Public Policy and Governance
Certified Fundraising Executive (CFRE), Impact Philanthropy Advisor (IPA)
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Campaign Development Change Management Donor Engagement
Ethics & Values Alignment Leadership Management Resource Development
Strategic Planning Sustainability Team Building Volunteer Recruitment
My United Way Journey:
Maya started with United Way of Snohomish County as a Loaned Executive in 2005 and fell in love with fundraising. From there she returned on to the organization on four separate occasions and served nearly every role in the Resource Development department between other professional roles. Her most recent tenure was as the Interim President and CEO, where she helped the organization to release old program models, rebuild the board and reserves, and create a strong foundation for its next chapter.
My United Way Department Experience:
Communications Events Executive Leadership Fundraising
Grants Major Gifts & Philanthropy Marketing Operations
Planned Giving Programs & Partnerships Public Policy Resource Development
PS. If you’d like UW NEXT to provide a warm introduction to Maya, please don’t hesitate to reach out to us!
Patrick is a member of the Forbes Coaches Council and frequent contributor to Forbes.com. He is also a member of the European Mentoring and Coaching Council (EMCC), and serves on Harvard Business Review (HBR) Advisory Council.
Patrick is the best-selling author of Strategic Fail: Why Nonprofit Strategic Planning Fails, and How to Fix It. He also co-authored another best seller, Success Starts Today with Jack Canfield (Chicken Soup for the Soul author), and Taking the Leap: How to Build a World-Class Coaching Business, with Canfield, and World #1 executive coach and best-selling author, Marshall Goldsmith. His globally acclaimed podcast, The Leadership Window is a Feedspot® Top-10 podcast for nonprofit leadership.
Patrick is a two-time training award winner through the Association for Talent Development, and he is a teaching supporter of The Right Question Institute, as well as a member of the National Association of Experts, Writers, and Speakers. His speaking stages range from The Citadel to Universal Studios, and from TEDx to the United Nations.
Patrick was recently recognized by CIO Views as one of the Top 10 Most Influential People in Leadership Coaching due to the impact he has in the social sector. He is recognized by Enterprise World Magazine as one of the most transformational coaches driving change.
Patrick Jinks
President of The Leader's Perspective
Consultant since 2016
Dr. Patrick Jinks is a Board Certified Coach (BCC), professional speaker, facilitator, planner, and trainer with a proven 25-year track record in organizational leadership. Additionally, Patrick is a Certified Influencer Trainer through Vital Smarts - the people who brought us Crucial Conversations. He is also a Certified Academy of Choice Coach, an LSI Certified Adjunct Coach, and a Certified Practitioner of Systemic Team Coaching.
My Credentials:
PhD in Organizational Leadership from Columbia International University and MBA from Averett University
Board Certified Coach (BCC) from Center for Credentialing and Education, Certified Practitioner in Systemic Team Coaching (CPSTC), Certified Academy of Choice Coach, Certified Leadership Systems Coach, and Certified Influencer Train
Member of the Forbes Coaches Council and Member of the European Mentoring & Coaching Council
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Leadership Management Strategic Planning
Team Building
My United Way Journey:
United Way Worldwide – US Network Engagement and Citizenship (21 Years)
- Served on National Professional Council (NPC) (6 years).
- Chaired task force on US metrics, establishing the Business Performance Overview.
- Served on 3 network engagement task forces, including work that introduced the Business Performance System.
- Served in the work of the National Task Force on Economic Model and Growth.
- Adjunct faculty at The Center for Community Leadership at Mary Gates Learning Center.
- Presented at numerous national and regional conferences on content from leadership coaching to business performance.
- Served as official mentor/coach for 2 Fellows initiatives and 2 Mentor Scout initiatives.
United Way Association of South Carolina – CSO (1 Year)
- Facilitated and designed an organizational strategic plan.
- Converted heavily weighted temp staff to 100% permanent staff of over 260 employees.
- Instituted an internal leader coaching program.
- Saved potential $300K by correcting previous compliance issues.
- Established HR standard operating procedures.
- Expanded strategic planning services to Local United Ways.
United Way of Lancaster County – President/CEO (3 Years)
- Increased Resources Under Management (RUM) (Undesignated revenue).
- Led organization from 3B to 3C (highest level) on the national Business Performance Matrix.
- Established first-ever cause campaign (school readiness).
- Established and grew internal and public trust metrics.
- Strengthened financial position of the organization (net assets, cash, budget process, etc.).
- Led funders’ collaborative toward a commitment to collective impact on school readiness.
- Co-created Lancaster County’s first-ever Prosperity Indicators Scorecard Initiative.
United Way of Danville Pittsylvania County – President/CEO (10 Years)
- Led the development of major collaborative initiatives in education and financial stability, leveraging hundreds of thousands of grant dollars for high ROI in numerous initiatives.
- Catalyzed Smart Beginnings of Danville-Pittsylvania County (Early Childhood Initiative) by securing the largest per capita early childhood investment in VA ($5.4 million) in partnership with the Virginia Early Childhood Foundation and the Danville Regional Foundation.
- Collaborated with two major foundations to create our region’s first community report card.
- Created and convened a nonprofit capacity coalition resulting in high-impact, world-class training for our nonprofit leaders (including the Duke Non-Profit Management Certificate Satellite Program).
- Led the creation and implementation of the first-ever Community Impact Agenda.
- Increased total resources under management through grant development and campaign.
- Established a physical and virtual volunteer center.
- Designed and developed Neighborhood Leadership Institute in partnership with Virginia Cooperative Extension and The Chamber of Commerce.
- Improved financial position and increased total assets (e.g., reserve fund, capital assets).
United Way of Northwest Louisiana – Campaign and Marketing Director (7 Years)
- 14% growth over four campaigns.
- Developed the organization’s first website, with an online giving component.
- Developed and implemented technology plan and installed network.
- Established the inaugural Alexis de Tocqueville Society ($10,000 giving Circle), with 12 initial members.
My United Way Department Experience:
Administration Communications Community Impact Data & Technology
Executive Leadership Operations Resource Development
PS. If you’d like UW NEXT to provide a warm introduction to Patrick, please don’t hesitate to reach out to us!
Prior to this role, Megan served as Director of Community Organizing for the United Way of Santa Cruz County, where she founded and supported multiple sustained cross-sector initiatives, including the Santa Cruz County Youth Violence Prevention Task Force and the Community Corrections Partnership Community Engagement Task Force. Megan was recognized with the 2015 National Community Indicators Consortium Emerging Leader award for her work using community indicators as a catalyst for change to reduce youth violence. Megan has practiced Radical Transformational Leadership for a decade with Dr. Monica Sharma, and launched three leadership programs: Leadership for Community Transformation Santa Cruz County, Leadership for Equity & Opportunity Bay Area and Radical Transformational Leadership for Social Impact nationally which together trained over 1,600 leaders to design and implement equitable and sustainable social change projects. Megan serves on the Board of the Community Foundation of Nevada County and is an advisor for the One of Us Foundation. Megan earned an MA in Consciousness Studies from JFK University and an MA in Criminology, Law and Society from UC Irvine.
Megan Joseph
Founder & CEO of Impact Launch
Consultant since 2016
Megan Joseph, MA is the founding director of Impact Launch (www.impactlaunch.org), and has worked hands-on for over two decades with multi-sector collaboratives and non-profit social impact organizations to design and facilitate strategic planning processes, organizational development and leadership development. Prior to Impact Launch, Megan served as Executive Director of Rise Together, a multi-county initiative by United Way Bay Area to cut poverty, where she implemented a 250-member coalition for policy and systems change, addressing issues of employment, affordable housing and early childhood education for critical populations.
My Credentials:
MA, Consciousness and Transformative Studies
JFK University MA, Criminology, Law and Society, UC Irvine
Certificate, Dialogues for Peaceful Change
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Destination Events In English
My Consulting Specialties:
Board Governance Change Management DEIAB Leadership
Management Project Management Strategic Planning Team Building
Multi-stakeholder Initiative Design TCommunity-centered Program & Project Design
My United Way Journey:
A significant foundation of Megan’s expertise comes from her tenure at United Way of Santa Cruz County, where she served as Director of Community Organizing for 5 years. In this role, she built and led major cross-sector initiatives focused on prevention, equity, and community wellbeing. Megan founded and supported the Santa Cruz County Youth Violence Prevention Task Force and the Community Corrections Partnership Community Engagement Task Force, both of which became sustained, countywide collaboratives through United Way, aligning public agencies, community organizations, and residents around shared goals and measurable results. Her leadership at United Way demonstrated the power of using community indicators, shared accountability, and collective action—earning her the 2015 National Community Indicators Consortium Emerging Leader Award for using data as a catalyst to reduce youth violence.
Following her United Way work, Megan served as Executive Director of United Way Bay Area's Rise Together initiative, a multi-county effort to cut poverty in the Bay Area, where she implemented and supported a 250-member coalition advancing systems change in employment, affordable housing, and early childhood education.
Megan has trained extensively in Radical Transformational Leadership with Dr. Monica Sharma and has launched three major leadership programs through which over 60 United Way staff members have participated.
Through Impact Launch, Megan has worked with over six United Ways on strategic planning, program development and design, capacity building, and more.
She currently serves on the Board of the United Way of Nevada County.
My United Way Department Experience:
Community Impact Executive Leadership Outreach & Intake
Programs & Partnerships Public Policy Public Relations
Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Megan, please don’t hesitate to reach out to us!
Josh Kilgas
Founder & Principal Consultant of Solutions for Changemakers
Consultant since 2024
After more than a decade with United Way, where I spent most of my career in Resource Development and ultimately served as Vice President of that team, I transitioned into consulting to support nonprofits throughout the sector. Today I lead Solutions for Changemakers, working with organizations on governance, strategy, succession planning, and leadership support. Throughout my career, I’ve remained actively engaged in the nonprofit community through board and committee service, which continues to shape how I approach my work with clients. The United Way network remains a meaningful part of my professional life. I continue to partner with United Way organizations and am proud to stay connected to the United Way family.
My Credentials:
Master of Public Administration, Nonprofit Management and Leadership University of Wisconsin Oshkosh
BoardSource Member Consultant
Succession Planning Bootcamp Certificate Interim Executives Academy Interim Executives Academy
Certificate Interim Executives Academy
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Leadership Operations Resource Development
Strategic Planning Succession Planning
My United Way Journey:
I came to United Way in a nontraditional way. I began my career in law enforcement and later returned to school to complete my undergraduate degree, where I interned with United Way. During that internship, I was introduced to community impact work and the research behind issues I had seen firsthand as a Sheriff's Deputy. I quickly realized this was the kind of work I wanted to dedicate my career to. After completing my internship, I joined United Way in Resource Development and eventually moved through several roles inside and outside the department. I also served in community development, creating workforce programming that supported ALICE populations and strengthened community stability. These experiences gave me a deeper understanding of the challenges nonprofit organizations face and the critical role United Way plays in addressing them. When I launched my consulting firm, one of my first clients was a local United Way, where I served as a fractional Executive Director. I helped guide the organization through a period of transition and supported its move toward a healthier and more sustainable future. Today, I continue to stay connected to the United Way network, honing my skills in governance, strategy, and succession planning, and keeping pace with the system's evolution. The network remains an important part of my professional identity, and I’m proud to continue contributing to its work.
My United Way Department Experience:
Communications Community Impact Events Executive Leadership
Fundraising Grants Major Gifts & Philanthropy Marketing
Planned Giving Programs & Partnerships Public Policy
Resource Development Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Josh, please don’t hesitate to reach out to us!
Bill Kitson
CEO of Kitson Strategy, LLC
Consultant since 2024
Bill Kitson is a nonprofit executive and consultant with more than 35 years of experience leading fundraising, strategy, and community impact initiatives. As CEO of Kitson Strategy LLC, he advises United Ways and nonprofits nationwide on resource development, governance, and mission alignment. He previously served as Director of the U.S. Central Region for United Way Worldwide, supporting over 450 local organizations, and as President & CEO of United Ways in Cleveland, Toledo, and Champaign County, where he raised more than $350 million and led transformative community initiatives. A trusted leader in philanthropy, Bill has held national and regional governance roles, completed United Way’s Advanced Leadership Program, and is recognized for driving growth, innovation, and measurable community change.
My Credentials:
In addition to 28 years working at seven local United Ways, Bill is a graduate of United Way's Advanced Leadership Program, a trained facilitator through Leadership Strategies, and a graduate of the Interim Executives Academy. He has also completed course work in Strategic Planning, Succession Planning, and Masterful Meetings.
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Campaign Development Career Coaching Change Management
Donor Engagement Executive Search Leadership Management Operations
Product Development Public Relations Resource Development Strategic Planning
Team Building Volunteer Recruitment
My United Way Journey:
Bill’s United Way journey spans more than three decades and reflects a lifelong commitment to strengthening communities through collaboration, innovation, and strategic leadership. Beginning in local campaign and donor-engagement roles at United Ways in Rhode Island, Orange County, NY, and Bridgeport, CT, he grew into CEO positions in Champaign County, IL, Toledo, OH, and Greater Cleveland, where he led transformational shifts in community impact, expanded major-gift fundraising, and secured landmark investments. His work later at United Way Worldwide—supporting more than 450 local United Ways—deepened his understanding of the system’s challenges and opportunities, and solidified his reputation as a trusted advisor and mentor. Today, as CEO of Kitson Strategy LLC, Bill continues to serve the United Way network by helping organizations clarify their purpose, grow revenue, strengthen boards, and build stronger, more equitable communities.
My United Way Department Experience:
Administration Communications Community Advocate Community Impact
Education Events Executive Leadership Facilities
Fundraising Grants Human Resources Major Gifts & Philanthropy
Marketing Operations Planned Giving Programs & Partnerships
Public Policy Public Relations Resource Development Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Bill, please don’t hesitate to reach out to us!
Diane Lebson, CFRE
CEO & Co-Founder of Evergreen Philanthropic Solutions
Consultant since 2017
Evergreen Philanthropic Solutions is a woman owned business based in Camden, Maine, with a national footprint. We are a consulting firm dedicated to helping a diverse range of clients achieve their philanthropic goals and offer fundraising, strategic planning, and governance services to clients across the country.
As people who enjoy intellectual challenges, we thrive on identifying solutions that will work for our clients’ unique circumstances. We do not rely on standard tools simply because they have worked in the past – we seek to understand, then innovate to meet the needs of each client.
Evergreen is anchored by the CEO’s more than three decades of experience in the nonprofit sector.
Diane Lebson, CFRE, started her nonprofit career at United Way Worldwide, where she helped local communities build major giving programs to advance their grassroots initiatives. She also directed United Way’s national women’s philanthropy program that has raised over $2 billion since 2002 and mobilized over 70,000 women. After 17 years at United Way, Diane went on to lead US development efforts for SOS Children’s Villages and then ran the national women’s giving program for the American Red Cross.
In 2017, Diane pivoted her career to focus on empowering nonprofit organizations as a consultant. She refined her analytical and business skills by working for a Washington, DC, based consulting firm where she led clients through strategic planning processes, board development initiatives, capital campaigns, and revenue diversification efforts. In 2018, Diane established Evergreen in Maine so that she could live where she loves. She is the author of For A Good Cause: A Practical Guide to Giving Joyfully and is a frequent national speaker on the topics included in her book, including women’s philanthropy, fundraising, board development, and strategic planning. Diane is also a Commissioner on the Maine Commission for Community Service, an adjunct professor at the University of Maine’s School of Policy and International Affairs, and a member of the West Bay Rotary Club.
My Credentials:
Certified Fund Raising Executive (2018 - Present)
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Building Fundraising Programs From Scratch
Campaign Development Capital Campaigns Campaign Feasibility
Career Coaching Donor Engagement Executive Search Leadership
Major Gifts Management Marketing Messaging Planned Giving
Prospect Development Publishing Resource Development Strategic Planning
Team Building Volunteer Recruitment
My United Way Journey:
I started my 17-year career in United Way at United Way of America (UWA), where I was a research associate focused on Database I and the Income and Expense study. From there, I worked on a national literacy program that was funded by the Knight Foundation. My "big break" came when Betty Beene selected me to join her in the President's Office, where I staffed the national Board of Trustees and had a front-row seat to our work in responding to the September 11 tragedy and reorientation to the Common Good under Brian Gallagher's leadership. An introvert at heart, I challenged myself when Dr. Johnnetta Cole (the Chair of our National Board of Trustees at the time) invited me to join her in building the Women's Leadership Council, which grew to an annual, $100M program by the time I left UWA. I was then recruited to lead the major gifts team at United Way of the National Capital Area, where I worked in partnership with the Chief Diversity Officer of PricewaterhouseCoopers to build a program that reflected the true diversity of the Greater Washington Region.
My United Way Department Experience:
Administration Communications Community Impact Events
Executive Leadership Fundraising Grants Major Gifts & Philanthropy
Marketing Planned Giving Resource Development Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Diane, please don’t hesitate to reach out to us!
Jodee O’Brien
Founder of AJO Solutions
Consultant since 2022
Jodee grew up in small family businesses, where building things and making them work was just part of daily life. Over the last 30 years she has owned and operated multiple businesses, and she also served as a nonprofit CEO, leading organizations through transitions, funding challenges, and the real-world demands of community service.
Over time she evolved into consulting as she realized this is where her experience, purpose, and passion come together. She understands boards, teams, and budgets because she’s lived it, and she knows what it takes to keep an organization healthy. Today, through ActionCOACH Central Texas and AJO Solutions, Jodee helps nonprofits strengthen operations, stabilize leadership, and build sustainable succession plans so they can serve their communities for the long haul.
My Credentials:
Certified MasterCoach in NLP
Certified Coaching For A Cause Coach
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting In English
My Consulting Specialties:
Board Governance Change Management Donor Engagement Executive Search
Leadership Management Messaging Operations
Public Relations Strategic Planning Team Building
My United Way Journey:
Jodee O’Brien has extensive experience across the United Way network, serving in statewide association leadership, contributing to national projects including merger and partnership resources, and supporting regional collaboration efforts. She has co-chaired regional conferences, facilitated sessions for United Way professionals, and been a frequent speaker on organizational health, leadership transitions, and community impact. Throughout her roles, she has been a trusted sounding board for United Way executives navigating change and strengthening agency alignment.
My United Way Department Experience:
Accounting & Finance Administration Communications Community Advocate
Community Impact Events Executive Leadership Fundraising
Marketing Operations Programs & Partnerships Resource Development Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Jodee, please don’t hesitate to reach out to us!
Brandy Rodtsbrooks
Founder & CEO of Volt Strategies, LLC
Consultant since 2024
Brandy Rodtsbrooks is a marketing and communications strategist, facilitator, and community-centered problem solver with more than 20 years of experience helping mission-driven organizations clarify their story, strengthen their MarCom operations, and move big work forward. She has led small nonprofit marketing teams with slim budgets, as well as large in-house agency type teams with millions in marketing spend. Her experience with United Way introduced her to the power of collective impact and she never looked back – helping nonprofits, collective impact initiatives, and community minded organizations bring about powerful impact with human-centered strategies and authentic relationships. This work inspired her to launch Volt Strategies, LLC, a boutique consultancy based in Oregon.
Today, Brandy partners with nonprofits, coalitions, public agencies, and community initiatives to build alignment, repair trust, and activate teams around a shared vision. Her work spans strategic communications, brand and narrative development, community engagement, internal culture alignment, and launch strategy for complex cross-sector projects. At Volt Strategies, Brandy specializes in helping organizations strengthen their internal and external communication infrastructure, develop clear strategy, and build the tools, messaging, and processes needed to deepen impact. She brings a high-touch, collaborative style grounded in curiosity, empathy, and positive disruption — helping teams make meaningful progress while staying rooted in mission and community.
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Branding Campaign Development Marketing Messaging
Public Relations Social Media Strategic Planning
My United Way Journey:
Brandy Rodtsbrooks previously served as the Director of Marketing & Communications for United Way of Lane County and was a member of the organization’s executive leadership team. In this role, she helped modernize UWLC’s communications infrastructure by building systems, tools, and team structures that continue to support the organization today.
Brandy led the development of messaging and campaigns that reversed years of declining revenue and contributed to renewed donor engagement and growth. Her work spanned a broad portfolio of United Way initiatives, including collective impact efforts, cross-sector partnerships, and the marketing and compliance needs of federally funded programs.
Deeply connected to the United Way network, Brandy actively participated in national and regional conferences, collaborated with peer United Ways across the country, and supported multi-county efforts to strengthen alignment, storytelling, and impact. Her experience gives her a nuanced understanding of United Way culture, systems, and brand. She carries these insights into her consulting work with organizations navigating similar complexity and community-centered impact.
My United Way Department Experience:
Executive Leadership Marketing
PS. If you’d like UW NEXT to provide a warm introduction to Brandy, please don’t hesitate to reach out to us!
Andrea Sok
Founder & CEO of Sok Influencer PR
Consultant since 2020
For nearly 20 years, I’ve helped nonprofits and small businesses tell their stories, reach the right audiences, and make the most of every dollar. I’m a communicator, connector, and brand builder who thrives in “do more with less” environments. As a Fractional CMO/CCO, I work alongside leadership to create smart strategies and execute them using in-house talent or our team at Sok Influencer PR. Our clients get senior-level guidance without the full-time price tag as well as solutions designed for real-world constraints.
My Credentials:
Masters of Nonprofit Leadership & Management from Arizona State University
Bachelors Broadcast Journalism from Arizona State University, Member of PRSA, IABC, WWPR
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting
Local Events Destination Events In English
My Consulting Specialties:
Branding Campaign Management Change Management Design Digital Fundraising
Donor Engagement Leadership Management Marketing
Messaging Public Relations Social Media Strategic Planning
Influencer Marketing AI & Automation for Marketing
My United Way Journey:
I began my nonprofit career at a United Way-funded agency, an experience that grounded me in community needs and the power of the United Way Network. I joined United Way Worldwide in 2017 to lead their Young Adult & Multicultural marketing efforts, working across local United Ways to grow young adult engagement and support Emerging Leaders/Young Leaders affinity groups. This work led me to launch United Way's first influencer marketing initiatives. I developed brand advocates and expanded a strong community of brand promoters by leveraging storytelling, PR, and experience design to recruit and manage global influencers, including celebrities, macro and micro-influencers. These efforts increased consumer engagement in high-priority segments and elevated United Way’s visibility with new audiences. After leaving United Way Worldwide to start my own practice, Sok Influencer PR, I was retained as a consultant by Worldwide to manage Women United® and the Women United Global Leadership Council. I am also grateful to retain many local United Ways as clients, serving as a fractional marketing and communications leader to help move their organization forward.
My United Way Department Experience:
Communications Executive Leadership Marketing Programs & Partnerships
Public Policy Public Relations Resource Development Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Andrea, please don’t hesitate to reach out to us!
Liz Thornton
CFO/Controller of Liz Thornton
Consultant since 2024
Former CFO/Controller of the United Way of Columbia Willamette, Former Director of Finance and Administration of Evergreen Treatment Services, Former CFO/Interim Executive Director of The Arc of Southwest Washington in addition to several high level Accounting/Finance positions for small, for profit companies. Over 35 years of Accounting/Finance; extensively experienced and goal-oriented with a demonstrated track record of managing and processing full cycle accounting in both for-profit and non-profit arenas.
My Credentials:
Washington State University, BA, Business Administration/Professional Writing
Spring Arbor University, MA, Communication Studies
My Contact Info:
How We Can Work Together:
1:1 Consulting Group Consulting Long-Term Consulting Short-Term Consulting
In English
My Consulting Specialties:
Finance
My United Way Journey:
UNITED WAY OF THE COLUMBIA-WILLAMETTE., Portland, OR –2022 - 2025
Controller/CFO
Using Abilla MIP Fund Accounting to direct accounting functions, supervision of staff to review and manage Accounts Receivable, Accounts Payable, ADP Payroll, General Ledger reconciliation and assisted in preparation of United Way Global DBII report. Developed and adapted Excel spreadsheets to manage Pledges, Payroll Allocations, Investment Tracking, and Prepaid Expenses. Managed Fiscal Year end Audit; presented findings to Finance Committee..
My United Way Department Experience:
Accounting & Finance Taxes & Legal
PS. If you’d like UW NEXT to provide a warm introduction to Liz, please don’t hesitate to reach out to us!
She led the systems’ public policy efforts in Kentucky and Washington, DC. Her service included many leadership roles regionally and nationally. She also served as the administrator for the Kentucky Employee Charitable Campaign. During her United Way career, Terry and her teams raised more than $60 million.
As a consultant since 2016, Terry has worked with many nonprofits to enhance their effectiveness. Her consultations have included extensive strategic planning facilitation, including multiyear workplans and benchmarking, annual workplan development, development of logic models for measuring program outcomes, customer research, meeting facilitation, product development, and financial analysis and planning.
Recently, Terry facilitated Strategic Planning for the National Collaboration for Women’s History Sites, KMAC - A Contemporary Art Museum, and Habitat for Humanity of Greater Louisville. She also facilitated the strategic planning process for United Way NEXT (formerly United Way Retirees Association). In addition, Terry donates her services as a member of the Board of Directors of Louisville Public Media, as Board Member and co-chair of the Engage and Exchange Work Group of United Way NEXT, as a founding member of the Kentucky Strong Start Coalition for Kindergarten Readiness, and as a member of the Guiding Team for the Louisville Ready for K Alliance.
Across her varied roles, Terry has been involved in mobilizing communities to improve lives for children and families.
Terry Tolan
Consultant of Center for Nonprofit Excellence
Consultant since 2016
In Louisville, Kentucky, Terry works as a contract consultant with the Center for Nonprofit Excellence, assisting a diverse group of nonprofits in maximizing their performance in order to better achieve their missions. Terry brings a wealth of experience, a lifelong commitment to supporting children and families, and a passion for organizational excellence in the nonprofit sector.
Terry’s career in the United Way system spanned almost 24 years, including service in 3 local United Ways, and 15 years as the CEO of United Way of Kentucky. At United Way of Kentucky, Terry created and delivered staff and volunteer training, facilitated strategic planning, raised public awareness, and conducted organizational assessments for United Ways and other human service organizations regionally and nationally.
My Credentials:
Bachelor’s Degree from the University of Memphis
My Contact Info:
How We Can Work Together:
1:1 Consulting In-Person Workshops Virtual Trainings Long-Term Consulting
Short-Term Consulting Local Events Destination Events In English
My Consulting Specialties:
Board Governance Campaign Development Donor Engagement
Executive Search Finance Leadership Management Operations
Strategic Planning Team Building
My United Way Journey:
23 years at three local United Ways and 15 years as CEO of United Way of Kentucky.
My United Way Department Experience:
Executive Leadership Major Gifts & Philanthropy Marketing
Public Relations Resource Development
PS. If you’d like UW NEXT to provide a warm introduction to Terry, please don’t hesitate to reach out to us!
Quail Consulting provides executive advising, coaching and onboarding for nonprofit CEOs. By following the Five Frameworks through his consulting sessions and as outlined in his book, The Ultimate Guide For New Nonprofit CEOs, you will experience smoother onboarding in the transition process, longer tenure and reduced stress. You will reach your leadership potential faster and more effectively than otherwise possible. As we say to all clients who are CEOs, board members or aspiring CEOs that ‘Great CEOs aren’t hired - they’re made!”
Brian Quail
CEO & Founder of Quail Consulting
Consultant since 2023
Brian Quail is CEO and Founder of Qual Consulting which focuses on guiding nonprofit CEOs, boards and staff to achieve exceptional results. His nonprofit career spanned four decades, including 25 years serving as CEO of three affiliates of national organizations. Heart of Florida United Way, American Red Cross Louisville Area Chapter and Boys & Girls Clubs of Broward County. Combined, his fundraising, oversight, analysis and development efforts throughout his professional life have resulted in over one billion dollars in human services funding.
My Credentials:
Master of Arts in nonprofit administration and leadership from the University of Chicago
Interim Executive Certification - Third Sector Company
Succession Planning Bootcamp - Third Sector Company
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Board Governance Career Coaching Change Management
Executive Search Finance Human Resources Leadership
Management Messaging Operations Resource Development
Sustainability Team Building Onboarding New CEOs & Senior Executive Team Members
My United Way Journey:
Brian Quail started his United Way journey in 1983 -1984 as a paid intern from the University of Chicago, on the Strategic Planning Committee for the United Way Crusade of Mercy and United Way of Chicago, Chaired by Howard Sulkin and United Way lead staff person Alice Nightingale.
Brian then returned to the United Way System after graduation, working for 3 years in the Governor’s Office of the State of Illinois, Bureau of the Budget. Thus, beginning his 17 year journey as a full time United Way leader.
Nine of those years was in Resource Development.
From 1987 - 1991, he worked for the United Way Crusade of Mercy in Chicago rising to Assistant Campaign Manager and providing leadership on the first $100 million campaign in history for United Way in 1989. He was also a part in an additional record breaking $100 million+ campaigns in Chicago before moving on in the beginning of 1991.
From 1991 to 1995, his journey took him to Metro United Way, in Louisville, Ky. As the Vice President of Resource Development and Workplace Services, he provided leadership for all resource development efforts over a two state area covering seven counties raising over $20 million during those years.
Eight years as a United Way President/CEO.
From 1995 - 2003, he was the President/CEO of Heart of Florida United Way in Orlando Florida. This $27 million United Way covered a three county area of Orange, Osceola and Seminole counties, serving a population at the time of 1.6 million people. Supporting 75 agencies and 180 Health & Human Services programs generating over $143 million in annual campaign revenue during those years. In addition, a $5 million capital campaign was run for the first permanent home and current home of the Heart of Florida United Way.
An endowment strategy was implemented raising over $1 million at the time for the United Way organization to attract planned gifts. In addition, under his leadership 211 Information & Referral Crisis Helpline for Central Florida was established. Leading to the current 211 system that still exist today serving United Ways and counties outside of the original try - county service area in the Central Florida area.
My United Way Department Experience:
Accounting & Finance Administration Communications Community Advocate Community Impact
Data & Technology Education Events Executive Leadership Facilities
Fundraising Grants Human Resources Major Gifts & Philanthropy
Marketing Operations Outreach & Intake Planned Giving Programs & Partnerships
Public Policy Public Relations Resource Development Taxes & Legal Volunteer Engagement
PS. If you’d like UW NEXT to provide a warm introduction to Brian, please don’t hesitate to reach out to us!
Jeffrey R. Wilcox, CFRE
Partner of WilcoxChavez LCC
Consultant since 2002
Professional Consultation to nonprofit organizations was a natural evolution from the experiences gained at United Ways in Seattle, Los Angeles and Phoenix, as well as having served as Executive Director of a Children's Hospital Foundation and Interim CEO of a health and social justice agency in Los Angeles. In 2002, I gathered 40 nonprofit executives in Southern California and we formed Third Sector Company, which would become the largest teaching organization for interim executives and interim chief development officers in the United States with over 800 graduates in 37 states.
Third Sector Company provided service to over 900 nonprofits in the areas of interim placement and support, board governance training and support, executive performance planning and review, coaching, succession planning and organizational planning and capacity-building, WilcoxChavez LLC offers private consultation, training and coaching in all of these specialty areas.
My Credentials:
Bachelor of Arts in Communications from Seattle Pacific University, Community Problem Solving Certificate from National Academy for Voluntarism, Certified Fundraising Executive (CFRE) Credential
Senior Faculty Member, Interim Executives Academy, Interim Development Directors BootCamp, Board Chairs Academy, Succession Planning BootCamp for Nonprofit Consultants, Association Leadership Academy at the California Society of Association Executives.
My Contact Info:
How We Can Work Together:
1:1 Consulting Executive Roundtables Group Consulting In-Person Workshops
Virtual Trainings Long-Term Consulting Short-Term Consulting Local Events
Destination Events In English
My Consulting Specialties:
Allocations & Fund Distribution Board Governance Community Impact
Executive Performance Review Leadership Management Product Development
Resource Development Strategic Planning Succession Planning Team Building
My United Way Journey:
Shortly after graduating from Seattle Pacific University, I joined the staff at United Way of King County (Seattle) as Director of Press Relations with an emphasis on business journals. and employee, union, and association publications. I joined Valley of the Sun United Way (Phoenix) as Vice President of Marketing and eventually became Senior Vice President of Community Development. In 1995, I would become Senior Vice President of Community Development for United Way of Greater Los Angeles leading a team over 40 program officers in seven regional officers including planning, allocations, Kellogg Training Center, FEMA, and research. Throughout my career I was an instructor for the National Academy for Voluntarism in Alexandria, Virginia for the Introduction to United Way course, Introduction to Community Problem Solving, and Marketing the Impact of United Way. I have also served as a coach and trainer to local United Ways and executives for United Way of Canada. Over the past few years, I have had the opportunity to train over 50 United Way colleagues to serve as interim chief executives or interim development directors for local United Ways throughout the nation in support of United Way NEXT and currently serve on the Board of United Way NEXT.
My United Way Department Experience:
Administration Communications Community Impact Education
Executive Leadership Fundraising Marketing Operations
Programs & Partnerships Public Relations Resource Development
PS. If you’d like UW NEXT to provide a warm introduction to Jeffrey, please don’t hesitate to reach out to us!