What Skills Would Your Nonprofit Like to Explore?
The CFGV S.T.E.P. Program Advisors offer many areas of expertise to help your Nonprofit grow. Review topics for professional guidance below. Click the titles or the “+” icon to see a list of advisors that specialize in that particular topic.
* Indicates Advisors who speak Spanish
Advisor Skills List
Accounting Systems + Creating & Understanding Reports
Annie Callahan
David Clayton
Brett Henderson
Jake Jones
Marilyn Krill
Brittany Perkins
Karen Williams
Board Development
Yamel Aguirre
Jenny Birnie
David Clayton
Katie Dix
Paul Duba
Marilyn Krill
Tina McGuinness
Jeff Moffett
Lindsay Newman
Lisa Rodman
Tammy Scott
William Spicer
Marnie Taylor
Lisa Yeh
Branding
Coaching: Executive Director
Jenny Birnie
Michelle Bivens
Drew Brookhart
David Clayton
Katie Dix
Paul Duba
Brett Henderson
Jake Jones
Marilyn Krill
Tina McGuinness
Jeff Moffett
Lindsay Newman
Jodi Payne
Tammy Scott
William Spicer
Kelly Sudderth
Marnie Taylor
Janice Welborn
Coaching: Treasurer
Michelle Bivens
Annie Callahan
David Clayton
Claudia Helguero *
Brett Henderson
Jeff Moffett
Kelly Sudderth
Karen Williams
Collaboration/Collective Impact
Yamel Aguirre *
Cillian Liam Barrett
Tina McGuinness
Lindsay Newman
Jodi Payne
William Spicer
Community Engagement/Participation
Cillian Liam Barrett
Jenny Birnie
Drew Brookhart
Katie Dix
Ricardo Esqueda
Jake Jones
Carlie Kenton
Tina McGuinness
Jeff Moffett
Lindsay Newman
Brieanna Radford
Tammy Scott
William Spicer
Marnie Taylor
Lisa Yeh
Cultural Understanding, Communication
Yamel Aguirre *
Mayte Arzuza *
Cillian Liam Barrett
Ricardo Esqueda *
William Spicer
Data: Collecting, Interpreting, Presenting
Carlie Kenton
Paula Mann
Jeff Moffett
Karen Williams
Earned Income
Brett Henderson
Lindsay Newman
Marnie Taylor
Equity Policy And Practice
Tina McGuinness
Lindsay Newman
Kelly Sudderth
Engaging New Groups: Youth, Immigrants, Part-Time Residents, Visitors, Etc.
Yamel Aguirre *
Katie Dix
Ricardo Esqueda *
Brieanna Radford
Evaluation/Measuring Outcomes
Jenny Birnie
Drew Brookhart
Annie Callahan
Claudia Helguero *
Carlie Kenton
Paula Mann
Jeff Moffett
William Spicer
Facilitation Skills
Yamel Aguirre *
Jenny Birnie
Lindsay Newman
William Spicer
Kelly Sudderth
Janice Welborn
Facilitating Hard Conversations
Yamel Aguirre *
Jenny Birnie
Luke Danielson *
William Spicer
Ian Wrisley
Facility Development: Green Building
Cillian Liam Barrett
Facility Development: Planning For A Facility
Marnie Taylor
Finance: Budgeting And Forecasting
Claudia Helguero *
Brett Henderson
Jake Jones
Marilyn Krill
Paula Mann
Jeff Moffett
Marnie Taylor
Karen Williams
Chad Zummach
Finance: Fiscal Policy
David Clayton
Brett Henderson
Kelly Sudderth
Karen Williams
Finance: Investments
Fundraising: Capital Campaigns
David Clayton
Katie Dix
Brett Henderson
Carlie Kenton
Marilyn Krill
Marnie Taylor
Lisa Yeh
Fundraising: Events, Galas
Brett Henderson
Lisa Rodman
Marnie Taylor
Ashley Upchurch
Fundraising: Membership
Michelle Bivens
Brett Henderson
Lindsay Newman
Ashley Upchurch
Fundraising: Planning
Katie Dix
Brett Henderson
Kelly Sudderth
Marnie Taylor
Lisa Yeh
Governance/Policy
Jenny Birnie
Drew Brookhart
Katie Dix
Tina McGuinness
Lindsay Newman
Lisa Rodman
Kelly Sudderth
Marnie Taylor
Karen Williams
Grantwriting Coaching
Michelle Bivens
Drew Brookhart
Katie Dix
Carlie Kenton
Pam Montgomery
Lindsay Newman
Hedda Peterson
Lisa Rodman
Janice Welborn
“Herding Cats”
Jenny Birnie
Michelle Bivens
Tammy Scott
William Spicer
Ashley Upchurch
Lisa Yeh
Human Resources/Personnel Policy
Paula Mann
Tammy Scott
Kelly Sudderth
Insurance
Paula Mann
Marketing: Communications Plan
Brieanna Radford
Erica Rasmussen
Rob Strickland
Marketing: Reaching New Groups
Brieanna Radford
Erica Rasmussen
Rob Strickland
Marketing: Social Media
Brieanna Radford
Erica Rasmussen
Rob Strickland
Meetings: Planning, Running Meetings, Retreats, Etc.
Yamel Aguirre *
David Clayton
Katie Dix
Paul Duba
Jodi Payne
Tammy Scott
William Spicer
Kelly Sudderth
Marnie Taylor
Ashley Upchurch
Mergers
Karen Williams
Not Your Mother’s Nonprofit: New Ideas In Governance
Lindsay Newman
Kelly Sudderth
Nonprofits 101: For New Organizations
Jenny Birnie
Michelle Bivens
Annie Callahan
Katie Dix
Brett Henderson
Jake Jones
Marilyn Krill
Lindsay Newman
Jodi Payne
Marnie Taylor
Record-Keeping
Annie Callahan
Strategic Planning/Business Planning
Jenny Birnie
David Clayton
Jen Deboer
Noelle Hagan
Claudia Helguero *
Jake Jones
Marilyn Krill
Tina McGuinness
Jeff Moffett
William Spicer
Kelly Sudderth
Marnie Taylor
Janice Welborn
Surveys, Focus Groups, Needs Assessments
Mayte Arzuza *
Tina McGuinness
Jeff Moffett
Tammy Scott
William Spicer
Systems Development And Workflow Planning
Michelle Bivens
Annie Callahan
Jake Jones
William Spicer
Team Building/Organizational Culture
Yamel Aguirre *
Katie Dix
Jake Jones
Tammy Scott
William Spicer
Kelly Sudderth
Lisa Yeh
Technology: What Hardware/Software Might Be Right
David Clayton
Jake Jones
Brittany Perkins
Time Management/Efficiency
Michelle Bivens
David Clayton
Jake Jones
Pam Montgomery
Translation/Interpretation: Guidance, What Should Be Translated, What To Expect, Etc.
Yamel Aguirre *
Mayte Arzuza *
Ricardo Esqueda *
Volunteer Recruitment, Training, Retention
Katie Dix
Tina McGuinness
Tammy Scott
Marnie Taylor
Ashley Upchurch
Website Coaching
Brieanna Radford
Rob Strickland
Others - Please Open to see List
Design Of Planning Processes – Noelle Hagan
Event Planning That Engages Immigrants – Ricardo Esqueda *
Research – Tina McGuinness
Salesforce – Brittany Perkins