STEP Advisor Skills

S.T.E.P. Advisors by Skill

* Indicates Advisors who speak Spanish

Accounting systems, including creating and understanding reports

Ian Billick
Annie Callahan
David Clayton
Brett Henderson
Jake Jones
Marilyn Krill
Paula Mann
Brittany Perkins
Shelley Popke
Karen Williams

Board development

Yamel Aguirre
Ian Billick
Jenny Birnie
Daniel Bruce
David Clayton
Katie Dix
Paul Duba
Marilyn Krill
Tina McGuinness
Jeff Moffett
Lindsay Newman
Shelley Popke
Lisa Rodman
Tammy Scott
William Spicer
Paul Tame
Marnie Taylor
Lisa Yeh

Branding

Ian Billick
Shelley Popke
Brieanna Radford
Erica Rasmussen
Tammy Scott
Rob Strickland

Coaching: executive director

Jason Berv
Ian Billick
Jenny Birnie
Michelle Bivens
Drew Brookhart
Daniel Bruce
David Clayton
Katie Dix
Paul Duba
Noelle Hagan
Brett Henderson
Jake Jones
Lyndie Kenlon
Carlie Kenton
Marilyn Krill
Paula Mann
Tina McGuinness
Jeff Moffett
Brooke Moran
Lindsay Newman
Jodi Payne
Darcie Perkins
Shelley Popke
Tammy Scott
William Spicer
Kelly Sudderth
Paul Tame
Marnie Taylor
Janice Welborn

Coaching: board president

Jason Berv
Ian Billick
Michelle Bivens
David Clayton
Katie Dix
Paul Duba
Marilyn Krill
Tina McGuinness
Jeff Moffett
Pam Montgomery
Brooke Moran
Lisa Rodman
Tammy Scott
William Spicer
Kelly Sudderth
Paul Tame
Marnie Taylor
Chad Zummach

Coaching: treasurer

Ian Billick
Michelle Bivens
Annie Callahan
David Clayton
Claudia Helguero *
Brett Henderson
Jeff Moffett
Lisa Rodman
Kelly Sudderth
Karen Williams

Collaboration/Collective Impact

Yamel Aguirre *
Cillian Liam Barrett
Ian Billick
Daniel Bruce
Jake Jones
Tina McGuinness
Lindsay Newman
Jodi Payne
Shelley Popke
William Spicer

Community engagement/participation

Yamel Aguirre *
Cillian Liam Barrett
Ian Billick
Jenny Birnie
Drew Brookhart
Daniel Bruce
Katie Dix
Ricardo Esqueda
Jake Jones
Lyndie Kenlon
Carlie Kenton
Tina McGuinness
Gesa Michel
Jeff Moffett
Lindsay Newman
Darcie Perkins
Hedda Peterson
Shelley Popke
Brieanna Radford
Tammy Scott
William Spicer
Marnie Taylor
Lisa Yeh

Cultural understanding, communication

Yamel Aguirre *
Mayte Arzuza *
Cillian Liam Barrett
Ian Billick
Ricardo Esqueda *
Gesa Michel
Shelley Popke
William Spicer

Data: Collecting, interpreting, presenting

Ian Billick
David Clayton
Patricia Harrington
Carlie Kenton
Paula Mann
Jeff Moffett
Shelley Popke
William Spicer
Karen Williams

Earned income

Ian Billick
Brett Henderson
Lindsay Newman
Shelley Popke
Marnie Taylor

Equity policy and practice

Ian Billick
Tina McGuinness
Lindsay Newman
Shelley Popke
Kelly Sudderth

Engaging new groups: youth, immigrants, part-time residents, visitors, etc.

Yamel Aguirre *
Ian Billick
Katie Dix
Ricardo Esqueda *
Tina McGuinness
Brieanna Radford

Evaluation/measuring outcomes

Ian Billick
Jenny Birnie
Drew Brookhart
Daniel Bruce
Annie Callahan
Katie Dix
Patricia Harrington
Claudia Helguero *
Lyndie Kenlon
Carlie Kenton
Paula Mann
Tina McGuinness
Gesa Michel
Jeff Moffett
Shelley Popke
William Spicer

Facilitation skills

Yamel Aguirre *
Ian Billick
Jenny Birnie
Daniel Bruce
Jake Jones
Lyndie Kenlon
Lindsay Newman
Shelley Popke
William Spicer
Kelly Sudderth
Janice Welborn

Facilitating hard conversations

Yamel Aguirre *
Ian Billick
Jenny Birnie
Luke Danielson *
William Spicer
Kelly Sudderth
Paul Tame
Ian Wrisley

Facility development: green building

Cillian Liam Barrett
Ian Billick
Lyndie Kenlon
Gesa Michel
Shelley Popke

Facility development: planning for a facility

Ian Billick
Colleen Hannon
Shelley Popke
Marnie Taylor

Finance: budgeting and forecasting

Ian Billick
Daniel Bruce
David Clayton
Claudia Helguero *
Brett Henderson
Jake Jones
Marilyn Krill
Paula Mann
Jeff Moffett
Brittany Perkins
Shelley Popke
Marnie Taylor
Karen Williams
Chad Zummach

Finance: fiscal policy

Drew Brookhart
David Clayton
Claudia Helguero *
Brett Henderson
Darcie Perkins
Kelly Sudderth
Marnie Taylor
Karen Williams

Finance: investments

Ian Billick
Brett Henderson

Fundraising: capital campaigns

Ian Billick
David Clayton
Katie Dix
Brett Henderson
Carlie Kenton
Marilyn Krill
Shelley Popke
Lisa Rodman
Marnie Taylor
Lisa Yeh

Fundraising: events, galas

Ian Billick
Daniel Bruce
Katie Dix
Brett Henderson
Shelley Popke
Lisa Rodman
Marnie Taylor
Ashley Upchurch

Fundraising: membership

Ian Billick
Michelle Bivens
Daniel Bruce
Brett Henderson
Lindsay Newman
Shelley Popke
Ashley Upchurch

Fundraising: planning

Ian Billick
Katie Dix
Brett Henderson
Lindsay Newman
Darcie Perkins
Shelley Popke
Kelly Sudderth
Marnie Taylor
Karen Williams
Lisa Yeh

Governance/policy

Ian Billick
Jenny Birnie
Drew Brookhart
Katie Dix
Patricia Harrington
Claudia Helguero *
Tina McGuinness
Lindsay Newman
Darcie Perkins
Lisa Rodman
Kelly Sudderth
Marnie Taylor
Karen Williams

Grantwriting coaching

Ian Billick
Michelle Bivens
Drew Brookhart
Katie Dix
Noelle Hagan
Colleen Hannon
Patricia Harrington
Carlie Kenton
Pam Montgomery
Lindsay Newman
Hedda Peterson
Shelley Popke
Lisa Rodman
Janice Welborm

“Herding cats”

Ian Billick
Jenny Birnie
Michelle Bivens
Lyndie Kenlon
Shelley Popke
Tammy Scott
William Spicer
Paul Tame
Ashley Upchurch
Lisa Yeh

Human resources/personnel policy

Ian Billick
Patricia Harrington
Paula Mann
Gesa Michel
Tammy Scott
Kelly Sudderth

Insurance

Yamel Aguirre *
Ian Billick
Paula Mann
Joe Williams

Marketing: communications plan

Ian Billick
Jeff Moffett
Shelley Popke
Brieanna Radford
Erica Rasmussen
Tammy Scott
Rob Strickland

Marketing: reaching new groups

Ian Billick
Shelley Popke
Brieanna Radford
Erica Rasmussen
Tammy Scott
Rob Strickland

Marketing: social media

Ian Billick
Shelley Popke
Brieanna Radford
Erica Rasmussen
Rob Strickland

Meetings: planning, running meetings, retreats, etc.

Yamel Aguirre *
Ian Billick
Daniel Bruce
David Clayton
Katie Dix
Paul Duba
Patricia Harrington
Jake Jones
Lyndie Kenlon
Jodi Payne
Shelley Popke
Tammy Scott
William Spicer
Kelly Sudderth
Marnie Taylor
Ashley Upchurch

Mergers

Ian Billick
Patricia Harrington
Karen Williams

Not Your Mother’s Nonprofit: new ideas in governance

Ian Billick
Lyndie Kenlon
Lindsay Newman
Shelley Popke
Kelly Sudderth

Nonprofits 101: for new organizations

Ian Billick
Jenny Birnie
Michelle Bivens
Annie Callahan
Katie Dix
Brett Henderson
Jake Jones
Marilyn Krill
Tina McGuinness
Lindsay Newman
Jodi Payne
Darcie Perkins
Shelley Popke
Marnie Taylor

Record-keeping

Ian Billick
Annie Callahan
Lyndie Kenlon
Shelley Popke

Strategic planning/business planning

Ian Billick
Jenny Birnie
Daniel Bruce
David Clayton
Jen deBoer
Noelle Hagan
Claudia Helguero *
Jake Jones
Marilyn Krill
Tina McGuinness
Jeff Moffett
Lindsay Newman
Darcie Perkins
Shelley Popke
William Spicer
Kelly Sudderth
Paul Tame
Marnie Taylor
Janice Welborm

Surveys, focus groups, needs assessments

Mayte Arzuza *
Ian Billick
Tina McGuinness
Jeff Moffett
Tammy Scott
William Spicer

Systems development and workflow planning

Ian Billick
Michelle Bivens
Annie Callahan
Jake Jones
Lyndie Kenlon
Gesa Michel
Darcie Perkins
Shelley Popke
William Spicer

Team building/organizational culture

Yamel Aguirre *
Jason Berv
Ian Billick
Daniel Bruce
Katie Dix
Jake Jones
Lyndie Kenlon
Brooke Moran
Jodi Payne
Shelley Popke
Tammy Scott
William Spicer
Kelly Sudderth
Paul Tame
Lisa Yeh

Technology: what hardware/software might be right

Ian Billick
David Clayton
Brett Henderson
Jake Jones
Brittany Perkins
Shelley Popke

Time management/efficiency

Ian Billick
Michelle Bivens
David Clayton
Jake Jones
Lyndie Kenlon
Gesa Michel
Jeff Moffett
Pam Montgomery
Darcie Perkins
Shelley Popke

Translation/interpretation: guidance, what should be translated, what to expect, etc.

Yamel Aguirre *
Mayte Arzuza *
Ian Billick
Ricardo Esqueda *

Volunteer recruitment, training, retention

Ian Billick
Katie Dix
Lyndie Kenlon
Tina McGuinness
Darcie Perkins
Shelley Popke
Tammy Scott
Marnie Taylor
Ashley Upchurch

Website coaching

Ian Billick
Brieanna Radford
Rob Strickland

Others

Design of planning processes – Noelle Hagan
Employee wellbeing – Jason Berv
Event planning that engages immigrants – Ricardo Esqueda *
Excel – Eileen Langsfeld
Infrastructure development – Colleen Hannon
Quickbooks – Eileen Langsfeld
Research – Tina McGuinness
Salesforce – Brittany Perkins
Systems integration – Ian Billick
Tax/Payroll – Eileen Langsfeld