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

Paula Mann
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

Brieanna Radford
Tammy Scott
Rob Strickland

Coaching: Executive Director

Jenny Birnie
Michelle Bivens
Drew Brookhart
David Clayton
Katie Dix
Paul Duba

Noelle Hagan
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

Lisa Rodman
Kelly Sudderth
Karen Williams

Collaboration/Collective Impact

Yamel Aguirre *
Cillian Liam Barrett

Jake Jones
Tina McGuinness
Lindsay Newman

Jodi Payne
William Spicer

Community Engagement/Participation

Yamel Aguirre *
Cillian Liam Barrett
Jenny Birnie
Drew Brookhart
Katie Dix
Ricardo Esqueda

Jake Jones
Carlie Kenton
Tina McGuinness
Jeff Moffett
Lindsay Newman

Hedda Peterson
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

David Clayton
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 *

Tina McGuinness
Brieanna Radford

Evaluation/Measuring Outcomes

Jenny Birnie
Drew Brookhart
Annie Callahan

Katie Dix
Claudia Helguero *
Carlie Kenton
Paula Mann
Tina McGuinness
Jeff Moffett
William Spicer

Facilitation Skills

Yamel Aguirre *
Jenny Birnie

Jake Jones
Lindsay Newman
William Spicer

Kelly Sudderth
Janice Welborn

Facilitating Hard Conversations

Yamel Aguirre *
Jenny Birnie

Luke Danielson *
William Spicer

Kelly Sudderth
Ian Wrisley

Facility Development: Green Building

Cillian Liam Barrett

Facility Development: Planning For A Facility

Marnie Taylor 

Finance: Budgeting And Forecasting

 
David Clayton
Claudia Helguero *
Brett Henderson
Jake Jones

Marilyn Krill
Paula Mann
Jeff Moffett

Brittan Perkins
Marnie Taylor
Karen Williams
Chad Zummach

Finance: Fiscal Policy

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

Finance: Investments

Brett Henderson

Fundraising: Capital Campaigns

David Clayton
Katie Dix
Brett Henderson

Carlie Kenton
Marilyn Krill

Lisa Rodman
Marnie Taylor
Lisa Yeh

Fundraising: Events, Galas

Katie Dix
Brett Henderson

Lisa Rodman

Marnie Taylor
Ashley Upchurch

Fundraising: Membership

Michelle Bivens

Brett Henderson
Lindsay Newman

Ashley Upchurch

Fundraising: Planning

Katie Dix
Brett Henderson

Lindsay Newman
Kelly Sudderth
Marnie Taylor
Karen Williams
Lisa Yeh

Governance/Policy

Jenny Birnie
Drew Brookhart
Katie Dix

Claudia Helguero *
Tina McGuinness
Lindsay Newman
Lisa Rodman

Kelly Sudderth
Marnie Taylor
Karen Williams

Grantwriting Coaching

Michelle Bivens
Drew Brookhart
Katie Dix

Noelle Hagan
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

Yamel Aguirre *

Paula Mann

Joe Williams

Marketing: Communications Plan

Jeff Moffett
Brieanna Radford

Erica Rasmussen

Tammy Scott
Rob Strickland

Marketing: Reaching New Groups

 

Brieanna Radford

Tammy Scott
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

Jake Jones
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

Tina McGuinness
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

Lindsay Newman
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

Jodi Payne
Tammy Scott

William Spicer
Kelly Sudderth
Lisa Yeh

Technology: What Hardware/Software Might Be Right

 

David Clayton

Brett Henderson
Jake Jones

Brittany Perkins

Time Management/Efficiency

 

Michelle Bivens
David Clayton

Jake Jones

Jeff Moffett
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