Advisors and Specialties
Jenny Birnie, Executive Director
Center for the Arts
Jenny brings over 25 years of experience with nonprofit organizations to her position as Executive Director of the Center for the Arts. Under Jenny’s leadership, the Center was named “Nonprofit of the Year” by the Chamber of Commerce. In her tenure, the Center has experienced a remarkable expansion of their program offerings leading to a 75% increase in the Center’s program participation. Jenny returned to Colorado in 2007 after spending 9 years in Oregon serving in many different leadership capacities in human service organizations. She served as the Executive Director of Meadowlark Manor, a nonprofit residential treatment program, and was the Director of Juvenile Community Justice in Deschutes County. Jenny has a Masters Degree in Social Work from the University of Denver and a Bachelor’s Degree in Psychology and Communication from the University of Colorado at Boulder. Jenny is committed to building community support, igniting collaboration and consensus among organizations, and utilizing performance measures to improve overall outcomes for organizations.
Advisor Skills: Board Development; Financial planning, investment policy; Fundraising; Leadership/Team Building: Board; Measuring outcomes; Mergers; Nonprofits 101 for New Organizations; Policy, Fiscal; Policy, Governance; Strategic planning, business planning
Tina specializes in bookkeeping and human resources services for small to medium size businesses. She received her B.A. in Accounting from Western State Colorado University. After graduation, she worked for Hewlett-Packard Company as part of the Cash Management team responsible for cash transactions and bank reconciliations for HP North America. Prior to starting her own company she worked for Crested Butte Mountain Resort as the Human Resources Manager, Three Rivers Resort and Outfitting as the Accounting and Office Manager and most recently for Alpine Express Shuttle as the Reservation and Accounting Manager. Her bookkeeping experience includes, but is not limited to, payroll, quarterly unemployment reports, income tax reports, yearly federal tax reconciliations, accounts payable and receivable and bank and account reconciliations. She also has extensive knowledge of key human resources functions, including recruiting, employee relations, manager training, employee recognition programs and job description development. A Colorado native, she moved to Gunnison in 1986 and is currently on the Board of Directors for the Community Foundation of the Gunnison
Valley where she is a member of the Finance Committee. In her free time she enjoys mountain biking, trail running, skiing and all the Gunnison Valley has to offer.
Advisor Skills: HR, Personnel policy; Policy, fiscal; QuickBooks, financial reporting; Social media
Jane Chaney, Past Executive Director, Gunnison-Crested Butte Tourism Association
Jane brings 30+ years in sales, marketing and branding as well as 12 years working in 501©6 nonprofit corporations in Executive Director and Vice President positions in destination marketing at the Orlando/Orange County Convention & Visitors Bureau, and most recently with the Gunnison-Crested Butte Tourism Association. She also held senior management positions in sales and marketing with Disney, Hilton Hotels, Marriott International and The Ritz-Carlton Hotel Company. Additional strengths are in organizational management and controls in business operations, process improvement and quality/customer service delivery.
Advisor Skills: Branding; Coaching/Leadership: Executive Director; Marketing, effective communications; Meetings: running good meetings, facilitating, planning a retreat; Policy governance; Strategic planning, business planning; Surveys, focus groups, needs assessments; Systems, data; Website advising
David spent most of his career in the field of engineering and management of technology, but he always worked in or around the non-profit arena. After college, he worked for a Marine Research laboratory for 17 years with time spent as Director of Ocean Engineering and Director of Facilities. He has served on the Board of Trustees of Florida Institute of Technology and on the Indian River Community College Foundation Board. He has served in fundraising and financial positions for many non-profits both in Florida and after moving to the Gunnison Valley. Locally, he has served with the Crested Butte Center for the Arts, the Crested Butte Academy, Union Congregational Church and the Crested Butte/Mt Crested Butte Chamber of Commerce. He also has served as General Manager of KBUT-FM and Mayor of Mt Crested Butte.
Advisor Skills: Coaching: Treasurer; Financial planning, investment policy; Fundraising; Marketing, effective communications; QuickBooks, financial reporting; Strategic planning, business planning; Systems, data; Website advising
Ronda S. Connaway
Ronda is a Colorado native, born in Stratton, and having resided in Delta County as well. She holds an A.B. degree in sociology from Anderson University (IN), and an MA and PhD from Washington University (St. Louis). She was a professor of Social Work at Washington University, and then moved to Kentucky to become Professor and Dean of College of Social Work at the University of Kentucky as well as the Associate Dean for Graduate Academic Affairs. She is skilled in community needs assessments, board/committee effectiveness, leadership behavior, and community services especially for underserved populations. Currently she serves as Trustee and Chairperson of the Gunnison Valley Health System and she is an Emeritus Board Member of Habitat for Humanity of Gunnison Valley.
Advisor Skills: Board development; Coaching: Board president; Coaching/Leadership: Executive Director; Grantwriting; Policy governance; Strategic planning, business planning; Surveys, focus groups, needs assessments
Katie Dix, Seasoned Volunteer
Katie has enjoyed and benefited from a plethora of experiences in the nonprofit world including volunteer positions with the American Red Cross, Boy Scouts of America, and the National Security Agency. She has served as Program Director for Maryland Academy of Sciences, Adult Development Director for Girl Scouts of Central Maryland, and Director of Volunteer Services for the Mountain Resource Center. She has also been a Senior Associate with Jackson & Associates, a philanthropic fund-raising business, and Operations Manager for Peak Learning Systems, an educational consulting business. Katie is currently serving as President of the Gunnison Country Food Pantry, is a storyteller of social history for her own entrepreneurial endeavor The Story of Vintage Hankies, and works occasionally as an executive assistant-at-large for Welcome Relief.
Advisor Skills: Fundraising; Grantwriting; Meetings: running good meetings, facilitating, planning a retreat; Volunteer recruitment, training, retention
Paul Duba, M.P.A., NCC:
Paul Duba trains, facilitates and coaches for exceptional performance at the intersection of leadership and teamwork. He is a Newfield-Certified Coach. He works with leaders in business, non-profit, civic, educational, and military groups, helping them explore the behaviors that serve teams as they work to get from point A to point B. His clients learn the leadership practices that define and animate a team in its desire to perform. While Paul’s teaching is based on the scholarship of contemporary leadership and teamwork theorists, he is outcomes-oriented, using experiential methods to lead participants to a better understanding of themselves, the interpersonal skills necessary for teamwork, and the role that leadership plays in helping teams find efficacy and courage in the face of uncertainty and change.
Advisor Skills: Coaching: Board president; Coaching/Leadership: Executive Director; Leadership/Team Building: board; Meetings: running good meetings, facilitating, planning a retreat
Cathie Elliott, Broker/Owner
Clarke Agency Real Estate
Cathie is the Broker/Owner of the Clarke Agency, Inc. of Gunnison, Colorado. She is one of the area’s top listing and selling real estate brokers. Cathie holds a Masters in Business Administration and is a Graduate of the Realtor Institute. She has also worked as a Small Business Development Center (SBDC) counselor for the S.B.A. and Assistant Professor of Business at Western State College (now Western State Colorado University) in Gunnison. Click on Small Business Library for some of her current articles. Since 1980, Cathie has been listing and selling real estate in the Gunnison, Colorado area with professionalism and commitment, priding herself in high ethical standards, honesty, and integrity. Excellent customer service is her strength, and helping buyers and sellers is a priority.
Advisor Skills: Marketing, effective communications; Strategic planning, business planning; Surveys, focus groups, needs assessments
Regional Mortgage Loan Originator
Mark moved to Crested Butte in 2003 seeking relaxation and a peaceful lifestyle. He began as the Executive Director of the Chamber of Commerce in Crested Butte/Mt. Crested Butte, then returned to the Mortgage Lending Business in 2006, joining Community Banks of Colorado as a Mortgage Banking Officer and now with Community Banks as Regional Mortgage Loan Originator. Mark is an Advisor for the CFGV, on the board of Junior Achievement in Crested Butte and Gunnison, an Elder at the Oh-Be-Joyful Church in Crested Butte and a founding member of CBiZ, an economic development group in Crested Butte. He was instrumental in organizing the Civility Initiative of the Gunnison Valley. In his spare time Mark likes to ski and fish; if he could find a way to combine those activities, his life would be full!
Advisor Skills: Coaching/Leadership: Executive Director; Leadership/Team Building: board; Marketing, effective communications; Mergers
Suzanne Ewy, J.D.
Suzanne is a nonprofit leader and attorney who has led and worked with nonprofit organizations for over a decade. She is presently on the faculty of Western’s Master in Environmental Management and the Executive Director of Coldharbour Institute. She has shepherded developing organizations into thriving nonprofits. She has built programs around education, conservation, sustainability, art, agriculture, youth and history. A successful fundraiser, she raised private and public dollars for nonprofits, schools, and private ranchers. In Alaska, where she lived for many years, she worked for the North Slope Borough, where she served as legal counsel and a team member in the Grants Department that brought in over $25 million annually. She has spent years as a community builder, bringing together diverse interests. She also spent over 15 years as a litigator concentrating on public lands, toxic torts, land use, wildlife, native law, contracts, municipal law, and business practices and development.
Advisor Skills: Board development; Coaching: Board president; Coaching/Leadership: Executive Director; Fundraising; Grantwriting; HR, Personnel policy; Leadership/Team Building: board; Meetings: running good meetings, facilitating, planning a retreat; Nonprofits 101 for New Organizations; Policy governance; Strategic planning, business planning; Strategic planning, business planning; Surveys, focus groups, needs assessments; Volunteer recruitment, training, retention;
Noelle lives in Gunnison, Colorado and works throughout the Western Slope as an organizational capacity consultant and meeting facilitator for nonprofits and local governments. During the past decade, Noelle has conducted strategic planning efforts for recipients of Colorado Trust grants for its Partnerships for Health Initiative and Immigrant Integration Initiative. She also served on the Montrose City Council from 2000 to 2008 including two terms as Mayor. Her past service on public boards includes the Montrose Regional Library District Board, the 7th Judicial District Juvenile Planning Board, the Montrose Economic Development Corporation, the Montrose County Housing Authority and the Colorado Municipal League Executive Board. Noelle currently holds trustee positions on the boards of the Temple Hoyne Buell Foundation, Western State Colorado University and the Community Foundation of the Gunnison Valley.
Advisor Skills: Board development; Coaching: Board president; Coaching/Leadership: Executive Director; Fundraising; Leadership/Team Building: board; Meetings: running good meetings, facilitating, planning a retreat; Nonprofits 101 for New Organizations; Policy fiscal; Policy: governance; Strategic planning, business planning
Edward Howard, CPA
Edward is a CPA who owns Edward Howard CPA, LLC, in Gunnison. His firm works with over 500 clients – both businesses and individuals – to prepare and file their tax returns. He advises clients in all aspects of tax planning. Prior to this, he was Chief Accounting Officer for CDX, LLC of Dallas, an oil/gas exploration and production company, where he led a significant streamlining effort, redesigning controls and process for the greater efficiency of the company. When he was Vice President/Controller for Remington Oil & Gas, he created the systems necessary to comply with the Sarbanes-Oxley legislation. He is the treasurer of Six Points Evaluation & Training and served in that role for the Gunnison Valley Hokey Association, among other civic activities. He will advise in any aspect of nonprofit management as it relates to financial management, from board development to systems planning.
Advisor Skills: Board development; Leadership/Team Building: board; Mergers; Policy, fiscal; Policy, governance; QuickBooks, financial reporting; Strategic planning, business planning; Systems, data
Alissa Johnson, Communications Consultant
Alissa is an award winning writer and writing coach with a background in marketing. She specializes in helping organizations develop online and print communications that accurately convey their mission and vision while still connecting with their audience in a meaningful way. She has worked with nonprofit organizations, corporate retailers and government agencies.
Advisor Skills: Marketing, effective communications; Website advising
Marilyn Krill, Executive Director
Trailhead Children’s Museum
Marilyn is currently the Executive Director of the Trailhead Children’s Museum in Mt. Crested Butte and a member of the Gunnison Watershed School District Board of Directors where she is able to pursue both interests in education and nonprofit work. Marilyn found her passion for education at the Crested Butte Academy where she taught high-school math and science and served as the Dean of Academics for 10 years. When that institution closed she spent several years as an administrator for the Crested Butte Music Festival and the Mt. Crested Butte Performing Arts Center. Working with these organizations gave her valuable experience in nonprofit business and development.
Advisor Skills: Board development; Coaching/Leadership: Executive Director; Nonprofits 101 for New Organizations; Policy, governance; QuickBooks, financial reporting; Systems, data
Kristy moved to the Gunnison Valley in 1979 to attend Western State. She lives in Crested Butte. With a B.S. in Computer & Information Science, a minor in Strategic Management, and an M.S. in Management/Information Systems, she has served the county in many ways: as county assessor for eight years, as a nonprofit manager for nine years, and as a property manager for 10 years. She has volunteered for many organizations concerned with civic engagement, leadership, public radio, the arts, and Rotary.
Advisor Skills: Coaching/Leadership: Executive Director; Leadership/Team Building: board; Policy, fiscal; Strategic planning, business planning; System, data; Website advising
Tina McGuinness, Executive Director
Gunnison Valley Mentors
Tina is the Executive Director of Gunnison Valley Mentors, a nonprofit youth mentoring organization serving Gunnison, Crested Butte and Lake City. She holds an M.P.A from Ball State University, and a B.S. in Education from Western Kentucky University. Tina serves as Vice-President of the Partners Mentoring Association state-wide board of directors, a member of the Colorado Mentoring Partnership Advisory Council, an appointee to the 7th Judicial District – Judicial Nominating Commission, and a member of various civic organizations. With Tina’s leadership, GVM – Partners has received international recognition as a model of youth mentoring, and Tina travelled to Tbilisi, Republic of Georgia, to help establish a first-ever, youth mentoring program in that country. Mentors matter, and Tina’s aim in life is to be an advocate for positive change in any way possible.
Advisor Skills: Coaching: Board president; Coaching/Leadership: Executive Director; Fundraising; Grantwriting; Measuring outcomes; Meetings: running good meetings, facilitating, planning a retreat; Nonprofits 101 for New Organizations; Policy, fiscal; Strategic planning, business planning;
Layne is a marketing professional with over 30 years experience. She has experience as a small business owner, working for a board of directors and creating programs for WSCU Extended Studies, growing the business from $150,000 to over $2 million. She specializes in creating low cost marketing ideas, thinking outside the box and evaluating current marketing to get the word out about organizations. She works with start-ups, non profits, small businesses and entrepreneurs.
Advisor Skills: Branding; Marketing, effective communications; Surveys, focus groups, needs assessments; Website advising
Steve moved to the Gunnison Valley in 2006 and began his practice as a financial advisor for Edward Jones Investments. After successful careers in the oilfield services industry and as an instructor for Rockhurst University Continuing Education, he was ready to stop traveling. He serves as chairperson of the Foundation’s Investment Committee as well as in several other community service activities.
Advisor Skills: Financial planning, investment policy
Bob Pannier, President
North Face Financial Services Corp.
Bob is the founder and president of North Face Financial Services, and is Vice President and Chief Financial Officer of Beeler Companies & Affiliates, a privately held group of real estate, mechanical, industrial, engineering, and oil and gas companies. He has had an extensive career in all phases of finance, having served as Controller of Software Development Company from 1994‐1995 and
of Engineering and Software Development Company in 1995‐1996. He’s also worked for both Price Waterhouse Coopers and for Arthur Anderson LLP. He holds B.A. and M.A. degrees from North Texas State University, and is a Certified Public Accountant. He’s served in the nonprofit world, as well, having been Treasurer and Finance Chairman of The Fay School in Houston, TX, President and Treasurer of the Crested Butte Rotary, and President and Treasurer of The Larkspur Community Association.
Advisor Skills: Coaching: Treasurer; Earned income development; Financial planning, investment policy; QuickBooks, financial reporting; Strategic planning, business planning; Systems, data
Elevation Accounting & Consulting
Lyndsey came to Gunnison from Montrose to attend Western State Colorado University. In 2006, she received a degree in Accounting & Business and in 2007, became a partner in Quick Draw Cleaning. Since being involved in Quick Draw, the business has grown to three cleaning trucks and six employees. In addition, Lyndsey has been working in the accounting field. She has well-rounded experience with many different services including income tax preparation and compilation reports and she is currently working with on-going clients providing payroll, payroll reporting, sales tax reporting, bank reconciliations, bill paying, cash flow management and financial reporting. Past and current involvements include working with large companies and non-profits providing extensive grant tracking, project and job costing. Lyndsey is currently the Vice-president of the Gunnison Chamber of Commerce and Treasurer and Finance Committee Chair of the Community Foundation of the Gunnison Valley. Past involvement includes Rotary, Partners and the Small Business Development Center.
Advisor Skills: Coaching: Treasurer; Earned income development; Marketing, effective communications; Policy, fiscal; QuickBooks, financial reporting
Dr. Terry Schliesman, Professor of Communication Arts
Western State Colorado University
Terry started at Western State Colorado University in 1998, where he serves in the Communication Arts program as professor of Communication, General Manager of KWSB 91.1, and even the Chair of the Communication Arts, Languages and Literature Department from 2005-2008. He is the HLC Liaison to Academic Affairs. Prior to higher education, he worked in radio broadcasting in the northwest. His research interests have included speech anxiety, media effects, CMC, and strategic communication. More recently, he’s rekindled his interest in digital audio production. In addition to Western, Dr. Schliesman has taught at Washington State University and Oregon Tech, in the topics of writing, speech, advocacy and persuasion, PR and advertising, campaign design, media effects, broadcasting, issues management, audio production, semiotics, communication theory and methodology, conflict management, small group communication, and applied interpersonal communication. In the Gunnison Valley and beyond, Dr. Schliesman has served a variety of nonprofits, including Gunnison Valley Mentors (Partners), Community Advisory Board for KBUT, Knights of Columbus, JayCees, and volunteered for many more.
Advisor Skills: Coaching: Board president; Meetings: running good meetings, facilitating, planning a retreat; Surveys, focus groups, needs assessments
Chris “Smitty” Smith
Chris (“Smitty”) is a professional Office Developer, having facilitated training sessions for customers like the Department of Treasury, CalTrans, Apple, Ralph Lauren, Verizon, and many others. He assists companies in using Excel and Access to streamline sales processes and procedures, including building proprietary sales force and customer applications. Before that, he was senior Vice President for A-Tech Industries, and spent 15 years with Harte-Hanks Shoppers (North America’s largest weekly Shopper publisher) as Senior Manager/financial Analyst/Sales Automation Developer. He’s managed ranches and climbed mountains; he golfs, camps, and participates in a variety of sports.
Advisor Skills: HR, Personnel policy; Policy development; Policy, governance; QuickBooks, financial reporting; Strategic planning, business planning; Systems, data
John Smith, President
Lake City Arts
John is a retired lawyer who has 20 years of experience in the leadership, management and governance of nonprofit organizations. His professional career included 25 years as a senior member of a Fortune 500 energy company’s law department in Houston, where he was involved in a broad range of regulatory, compliance and governance matters. He and his wife have had their home in Lake City since 1994 and moved there full-time in 2006. He currently serves as a board member and president of Lake City Arts, as Bishop’s Warden of St. James Episcopal Church and as a member of the Episcopal Diocese of Colorado Southwest Region Executive Committee. While living in Houston, he served in leadership positions at one of the city’s largest Episcopal churches and was the chair of the host committee for the Diocese of Texas’ annual convention in 2003.
Advisor Skills: Coaching: Board president; HR, personnel policy; Leadership/Team Building: board; Meetings: running good meetings, facilitating, planning a retreat; Policy governance
Rob started Midnight Marketing Solutions in 2004 while he was working at the Gunnison-Crested Butte Tourism Association to answer the call for professional marketing services in rural Colorado. What started as moonlighting (hence the company name) has evolved into many long-term client relationships on all sorts of projects. He has found his niche in interactive marketing because it suits his interests and lifestyle well. He graduated from Western State Colorado University Magna Sum Laude with a Business Degree and emphasis in marketing. Since then he has served on a variety of nonprofit boards, taught marketing courses at WSCU, and lead seminars & workshops. His greatest joys come from serving others.
Advisor Skills: Branding; Marketing, effective communications; Social media; Website advising
Kelly Sudderth, CPA
A certified public accountant, nonprofit executive and independent consultant, Kelly’s passion is helping leaders realize their vision, that is helping to take their organizations from “here” to “where they want to be”. Where most accountants see numbers, Kelly sees stories. She excels at helping leaders understand the trends, challenges and opportunities driving their businesses. She believes strongly that finance and accounting can be value-added functions within organizations. She brings experience from diverse sectors, including working for one of the largest public accounting firms in the world, a multinational Fortune 150 company and serving as the Chief Financial Officer and Director of Institutional Advancement for The Chinati Foundation in Marfa, Texas. She assists nonprofits and small businesses with organizational strategy, accounting system design, budgeting, financial reporting, tax compliance and fundraising strategy.
Advisor Skills: Board development; Coaching: Board president; Coaching: Treasurer; Coaching/Leadership: Executive Director; Financial planning, investment policy; Fundraising; Leadership/Team Building; board; Nonprofits 101 for New Organizations; Policy, fiscal; Quickbooks, financial reporting; Strategic planning, business planning;
Leah Thomas is from Gunnison and loves working with small businesses and individuals to accomplish their accounting needs. She is a Western State College graduate with three bachelors degrees in accounting, business and biology. She has over seven years of bookkeeping and accounting experience to help her clients with business management in a timely and efficient manner.
Advisor Skills: Policy, fiscal; Quickbooks, financial reporting
Rose Tocke, Professional Insurance Advisor
Former Board President, Mountain Roots Food Project
Rose helped to co-found the Mountain Roots Food Project and served as Board President from 2010 – 2014. She is currently developing her professional career as an insurance advisor and sales professional with American Family Insurance, and has previous experience in sustainability and innovation consulting with the international consulting company Biomimicry 3.8. Rose loves to play in the intersection of vision and entrepreneurship, and is continually inspired by the strength and resilience of communities, ecosystems, and the human spirit.
Advisor Skills: Coaching: Board president; Coaching/Leadership: Executive Director; Fundraising; Insurance needs and issues; Leadership/Team Building: board; Meetings: running good meetings, facilitating, planning a retreat; Mergers
Sue Uerling, Reservations Manager
Three Rivers Resort
Sue has worked for a variety of nonprofit organizations in Nebraska and Colorado from college and hospital foundations to a museum and art center for over 25 years. For the past six years, Uerling has served as the Executive Director of Six Points Evaluation and Training, Inc., a nonprofit that provides services and assistance to adults with developmental and intellectual disabilities in the Gunnison Valley. Uerling was at the helm with Six Points through a successful capital campaign which resulted in funding and constructing a new permanent home for the organization. Sue feels her strengths are in the areas of successful communications with and development of volunteer boards, as well as policy development and planning.
Advisor Skills: Board development; Earned income development; Fundraising: Grantwriting; HR, personnel policy; Meetings: running good meetings, facilitating, planning a retreat; Nonprofits 101 for New Organizations; Policy fiscal; Policy, governance; Strategic planning, business planning
Jeff spent over 40 years in the banking and finance industry. This included his last 13 years in Gunnison. He retired from banking in May of 2013 while the Banking Center Manager for Community Banks of Colorado. He has been on a number of Boards of Directors for various nonprofit organizations in the Gunnison Valley. He is presently on the Advisory Board for the Community Foundation of the Gunnison Valley and recently re-joined the board of Gunnison Valley Mentors (formerly Partners). His outside interests are history, particularly the American Civil War, skiing, biking, hiking, and hunting. He enjoys everything the Gunnison Country has to offer and recognizes that this area cannot function as it does without the nonprofit organizations.
Advisor Skills: Board development; Coaching: Board development; Financial planning, investment policy; Policy, fiscal
Janice Welborn, Owner, Welborn & Associates Consulting
Research Administrator, Western State Colorado University
Janice is the CEO of Welborn and Associates, a consulting firm serving nonprofits, school districts, local governments and the health care industry. Janice excels at bringing public and private stakeholders together to address community matters and has a reputation for building strong teams that accomplish their objectives. Her skills include business and nonprofit organizational management; grant writing, management of federal, state and private foundation grants, fund development and board development, training and teaching experience and a degree in Therapeutic Recreation. She is a skilled facilitator, strategic planner and competent writer. Since 1997 Janice has been the research administrator at Western State Colorado University and is the Director of Sponsored Programs and Grants. She currently serves on the Sustainability Action Committee, the Western Research Council, and the Mid-Manager Council. She serves on the Advisory Committee for the Community Foundation of the Gunnison Valley and is the Chair of the foundation’s Development Committee. She also advises the board of the Gunnison Valley Education Foundation, an arm of the CFGV. She is an active member of the Western Slope Rural Philanthropy Days planning committee and the Western Slope Non-Profit Council.
Advisor Skills: Board development; Coaching: Board president; Fundraising; Grantwriting; Leadership/Team Building: board; Marketing, effective communications; Meetings: running good meetings, facilitating, planning a retreat; Nonprofits 101 for New Organizations; Policy governance; Strategic planning, business planning; Surveys, focus groups, needs assessments
Joe L. Williams, CPCU
Partner, Pozmantier Williams Insurance Consultants, LLC
Joe has over 49 years experience as an insurance agent/broker and insurance consultant. From 1970 until 2007 he was a principal shareholder in a large Houston firm, Wisenberg Insurance + Risk Management and was its Chairman and CEO when the firm was sold to a subsidiary of Wells Fargo Bank. He has a particular expertise in insurance coverage analysis. Mr. Williams is very familiar with all phases of the insurance industry, including consulting on bad faith, customs and practices, and standards of care. He is a media contact for radio, television and news publications as an authoritative source for various insurance and risk management topics. He was one of the youngest people ever to receive the CPCU professional designation at the age of 23.
Advisor Skills: Insurance needs and issues