Alyssa Wright & Kristin Leutz

Alyssa brings over a decade of experience in international philanthropy to Wright Collective. With a background in community organizing and the arts, Alyssa leads the Collective with skill, creativity, and passion. As an accomplished facilitator, consultant, and coach, she builds new revenue streams, shifts cultural perspectives, and inspires people to believe that change is possible no matter what.    She has helped hundreds of both domestic and global social change organizations successfully launch major gifts programs, capital campaigns, and create sustainable funding models resulting in over $60,000,000 of resource flow. Everyone that has worked with Alyssa knows that she is a true partner. She answers late-night text messages, takes on difficult conversations for clients, and makes jokes that will keep clients smiling through rejected proposals and rained-out fundraising events. Her experience and wit has also allowed her to become a sought-after speaker on philanthropy and fund development as well as a regular contributor to ForbesWomen, Global Giving, and Network for Good. Alyssa is a powerful Millennial voice in the social change movement.     

Kristin is an entrepreneur working at the intersection of philanthropy and economic development to strengthen local communities. As a co-founder of a collective of organizational transformation consultants and coaches, she brings unique sets of lived experience and expertise to build equity in the nonprofit and startup sectors. She especially loves streamlining operations, improving people practices, and building stronger financial sustainability for organizations. She has served as a nonprofit CEO and COO and currently consults with Wright Collective as a data and technology architect and change management expert.

View Take it to the Tech! Understanding Smart Ways to Utilize Technology from Programs to Fundraising

Alyssa Wright - Wright Collective
Alyssa Wright - Wright Collective Kristin Leutz - Petra Impact Partners
Kristin Leutz - Petra Impact Partners

David C Harris & Sarah Bingman Schott

David is Managing partner of Interim Executive Solutions where he works with nonprofit organizations to develop and implement strategies to improve operations, marketing, board governance, and leadership team effectiveness. He served as co-chair of Community Action Partners where he provided strategic planning, marketing and other services to Boston area nonprofits, and served as the interim Executive Director of the Springfield Empowerment Zone and the Landing School in Maine. David is currently President of the HBS Association of Boston and Clerk of YouthBuild Boston. David holds an MBA from HBS, an MAT from Simmons and a ScB in Biochemistry from Brown.

Sarah has two professional passions: the marketing message and organizational efficiency. She believes every organization can differentiate themselves to stand out to their constituencies and you can do more if you collaborate well and have good processes. Sarah is a partner of Interim Executive Solutions where she works with nonprofits to strengthen their leadership teams, improve operations, and develop board governance. Sarah has been a nonprofit consultant for over 5 years, and early in her career was a university development officer. Sarah was President of the board of All Newton Music School, where she also served on the Finance Committee, and a board member of Community Consulting Teams, Boston Sarah holds an MBA in Finance (Columbia) and a BS in Chemical Engineering (MIT).

View Planning For Continuity In An Era Of Staff, Leadership And Board Transitions

David Harris - Interim Executive Solutions
David Harris - Interim Executive Solutions Sarah Bingman Schott
Sarah Bingman Schott

Hannah McCarthy & Nick Capodice

Hannah McCarthy is the co-host of New Hampshire Public Radio's Civics 101 and co-author of A User's Guide to Democracy: How America Works. Ms. McCarthy has been with NHPR for six years, serving first as a Couch Fellow and state house reporter, then as producer for Outside/In during which time she received an Overseas Press Club Award for her assistance on the Powerline series. Ms. McCarthy has been host of Civics 101 for four years. She is a recent recipient of the American Bar Association's Silver Gavel Award for fostering the American public's understanding of law for her work on the show's Supreme Court series.

Nick Capodice is the co-host of New Hampshire Public Radio's Civics 101 and co-author of A User's Guide to Democracy: How America Works. Prior to his time at NHPR, Mr. Capodice served as an educator at the Tenement Museum in New York City for nine years. Mr. Capodice joined NHPR as Civics 101's Education Outreach Producer and has been co-host of the show for 4 years. He is a recent recipient of the American Bar Association's Silver Gavel Award for helping to foster the American public's understanding of law for his work on Civics 101's Supreme Court series.

View How to Make a Podcast

Hannah McCarthy - New Hampshire Public Radio
Hannah McCarthy - New Hampshire Public Radio Nick Capodice - New Hampshire Public Radio
Nick Capodice - New Hampshire Public Radio

Sheila Lambert

Sheila is President of Lambert Leadership Coaching, LLC. She brings 30+ years of experience as therapist and Executive Coach, empowering thousands of leaders through self-discovery and advancement. Leaders who advanced in their careers and are at the forefront of their company. They are sitting at the C-suite table leading thriving organizations, creating a positive and engaging culture and elevating others. Sheila works creatively and collaboratively with organizations to help elevate and advance their leaders. She has a MS in Organizational Leadership; an MS in Counseling and she is Licensed in NH. Additionally, Sheila is a Workplace Wellness and Stress Mastery Coach, a Speaker, a Leaders advocate, and a supporter of NH Nonprofit organizations.

Sheila has extensive experience serving in leadership positions in Higher Education institutions.  She consults with organizations on leadership development, employee engagement and mediation.  

View Women in Leadership; Rewiring Self Doubt to Elevate Leadership

Sheila Lambert - Lambert Leadership Coaching, LLC
Sheila Lambert - Lambert Leadership Coaching, LLC

Peter H Congleton

Pete is a veteran planned giving professional with 27 years of experience directing planned giving programs for nonprofit organizations--Groton School, University of Hartford, Virginia Tech, The Cooper Union, and Hartford Hospital--raising more than $160 million in the process. Pete served four years (2010-2014) on the executive board of the Planned Giving Group of New England and founded his own professional fundraising consultancy (2015-2019) for small non-profits serving the needs of veterans. As a Senior Consulting Associate for Heaton Smith Group, Pete provides gift planning expertise to nonprofits of all sizes, particularly those without a fulltime planned giving officer.

View The Immediate ROI from Cultivating Long-Term Donor Relationships

Peter H Congleton - Heaton Smith Group
Peter H Congleton - Heaton Smith Group

Alan Duhaime & Marrissa MacLeod

Alan Duhaime is a principal at Baker Newman Noyes, and specializes in providing audit and assurance services, mergers and acquisitions support, internal control reviews and recommendations, corporate finance assistance, and is well versed in public and regulatory filings to clients in a variety of industries, including not-for-profit, healthcare, and governmental entities. Al has been serving nonprofit organizations for over 25 years, since his career in accounting began. His understanding of the challenges facing leaders of nonprofit organizations stems from working closely with board members, executive directors, presidents, finance officers, chief executive officers, and chief operating officers at several large and complex and smaller nonprofit organizations.

Marrissa MacLeod is an assurance senior manager at Baker Newman Noyes, specializing in delivering audit and other attestation services to nonprofit and healthcare organizations. She has worked with several nonprofit organizations across the northeast, partnering with their management teams to address accounting concerns and help develop solutions for their unique challenges. 

View A Board Members Guide to Understanding Financial Statements, Finances, and Financial Reporting Requirements, Including Assurance Engagements and Form 990

Alan Duhaime - Baker Newman Noyes
Alan Duhaime - Baker Newman Noyes Marrissa MacLeod - Baker Newman Noyes
Marrissa MacLeod - Baker Newman Noyes

Alan Cantor

Alan Cantor is principal of Alan Cantor Consulting LLC, where he works with nonprofits on resource development, strategy, and governance. Prior to starting his practice in 2012, Al had thirty years of staff experience with nonprofits, mostly as CEO or chief development officer. Al is a prolific writer and presenter on issues relating to nonprofits, and he is a frequent contributor to the opinion pages of the Chronicle of Philanthropy and other national journals, including Harvard Business Review. He has been cited in The New York Times, Washington Post, Forbes, Pro Publica, The Atlantic, Vanity Fair, and National Public Radio.

View What’s on the Agenda? Keeping Strategy Front and Center with Your Board

Alan Cantor - Alan Cantor Consulting
Alan Cantor - Alan Cantor Consulting

Maureen Miller

Maureen is a Financial Management Consultant offering workshops & CFO services to small businesses and nonprofit organizations. She educates & supports clients to find the right path for their budget and financial management goals by mapping out an effective plan to create, understand, and manage their annual budget & financial reports/metrics.

View Budget Management for Nonprofits

Maureen Miller
Maureen Miller

Sandra Magri

Sandra Magri, CPA has worked with YPTC since 2021 and is a Manager in the New England market.  Sandra is a member of YPTC’s Federal Awards Management Group and is passionate about helping not for profit organizations.  Prior to YPTC, Sandra spent many years in public accounting, often auditing Federal awards, and has worked as a Controller in small local not for profit organizations.  She has served as Treasurer of her local PTO and in other capacities on various Boards of Directors.  Sandra graduated from Merrimack College with a Bachelor of Science in Business Administration with a concentration in Accounting.  

View Federal Grants Management 101

Sandra Magri, YPTC
Sandra Magri, YPTC

Peter Anderson

Peter founded Inner Citadel Consulting in 2020 to bring his skills in emotional intelligence training, mindfulness, adult learning, team behavioral dynamics and individual & group coaching to small and medium-sized organizations and companies. Peter is a nationally awarded teacher, a certified practitioner for Genos International (Emotional Intelligence), certified by the Institute for Organizational Science and Mindfulness, a certified Executive coach with the Center for Executive Coaching (with the ACC credential from the International Coaching Federation), and a UN Habitat certified dialogue facilitator.

View People, Productivity, and Attention: Getting and Being the Best at Work

Peter Anderson - Inner Citadel Consulting
Peter Anderson - Inner Citadel Consulting

Jaime Hoebeke & Brittany Little

Jaime Hoebeke, Vice President/Senior Consultant for Pear Associates, LLC, is a results-driven leader with over 20 years of experience in public health, including needs assessments and improvement plans. Before joining Pear, Jaime was the Chief Strategy Officer for the City of Manchester, NH Health Department. In addition to professional certification as a Master Certified Health Education Specialist, Jaime has a Bachelor of Science degree in Community Health Education from the University of Massachusetts-Lowell, and a Master of Public Health degree in Social and Behavioral Sciences from the Boston University School of Public Health.

Brittany Little is a Consultant at Pear Associates, LLC. She is an integrator who brings together people, projects, and goals to improve outcomes and enhance systems. She has four years of experience in state government and federal grants. She melds key philosophies of social work and project management to help teams successfully complete complex system changes that keep people and communities at the center. Brittany earned her Master’s in Social Work from the University of New Hampshire, her Bachelor’s in Psychology from Colby-Sawyer College, and earned a Certificate in Project Manager from Granite State College.

View So, You Have a Strategic Plan, Now What?

Jaime Hoebeke - Pear Associates, LLC
Jaime Hoebeke - Pear Associates, LLC Brittany Little - Pear Associates, LLC
Brittany Little - Pear Associates, LLC

Abby Lamothe & Ryan Maran

Abby Lamothe, CPA, started at Leone, McDonnell & Roberts, P.A. in 2018 and is currently a Supervisor. She earned a Master of Science in Accounting from the University of New Hampshire. She has significant experience working with nonprofits providing audit, review and compilation services, and is a certified QuickBooks ProAdvisor (online). Abby is the Treasurer and on the Finance Committee of Seacoast Eat Local. She is also a volunteer committee member for the Dover Chamber of Commerce Apple Harvest Day event, and a senior volunteer with Pope Memorial Humane Society – Cocheco Valley.

Ryan Maran, CPA, joined Leone, McDonnell & Roberts, P.A. in 2013 and is currently a Manager. He graduated from the University of New Hampshire cum laude with a Master of Science in Accounting. He manages multiple areas of the firm, including audits for closely-held companies and nonprofit organizations, as well as tax planning and preparations for businesses and individuals. Ryan is the Treasurer of the Board of Directors for the Wolfeboro Area Chamber of Commerce, as well as the Treasurer for the Wolfeboro Area Recreation Association (“The Nick”).

View Leveraging Your Form 990 to Showcase Your Strengths

Abby Lamothe - Leone, McDonnell and Roberts, PA
Abby Lamothe - Leone, McDonnell and Roberts, PA Ryan Maran - Leone, McDonnell and Roberts, PA
Ryan Maran - Leone, McDonnell and Roberts, PA

Lisa Leidy

Lisa Leidy is an agency principal at Square Spot Design—a creative agency focused on working solely with clients in the non-profit sector—where she has been developing creative strategies for non-profits since 2003. Her expertise is in helping mission-driven organizations find their authentic voice as a foundation for impactful communications. Prior to Square Spot, she was a graphic designer at Danilo Black in San Francisco and was instrumental in the redesign of several large publications, including the San Francisco Chronicle. Born and raised in New Hampshire, Lisa is a graduate of the University of New Hampshire.

View Build Your Brand: Essential Tools for Nonprofits

Lisa Leidy - Square Spot Design
Lisa Leidy - Square Spot Design

Jayme Simoes

Jayme manages client accounts and directs strategy and marketing efforts.  He founded the agency in 1999 and has grown it from two clients to more than 30.  Simões received the Advertising and Public Relations Award from the New Hampshire Travel Council twice and is past president of the Public Relations Society of America-Yankee Chapter. He has served on several local and statewide nonprofit boards, including the Concord Chamber of Commerce and Arts4NH. Jayme is a Chicago native, a Boston University graduate, and is fluent in Portuguese. He is a frequent public speaker - addressing PRSA, international wine conferences, chambers of commerce and meetings

View The New Rules of Marketing for Nonprofits

Jayme Simoes - Louis Karno & Company
Jayme Simoes - Louis Karno & Company

Carolanne Caron

Carolanne Caron is a CPA with 31 years of experience helping for profit and not for profit companies reach their goals.  Having been a member of several not for profit boards and also having been a corporate team member presenting to the board, Carolanne has helped many board members learn how to read the financial statements and apply the historical information to the future goals of the company.  She has also trained new board members to understand their role and be productive contributors to future success.
www.CarolanneCaronCPA.com

View Elevate Your Financial Conversations for Future Success

Carolanne Caron, CPA - Carolanne Caron, CPA, PLLC
Carolanne Caron, CPA - Carolanne Caron, CPA, PLLC

James T McKim

James T. McKim is the Founder and Managing Partner of Organizational Ignition, a management consulting firm. He is a sought-after consultant, facilitator, speaker, and author of the bestselling book The Diversity Factor: Igniting Superior Organizational Performance.      In addition to working with organizations to improve performance, Mr. McKim serves as Chair of the Episcopal Church’s National Executive Council Committee Anti-Racism & Reconciliation and was the principal writer of the church’s guidelines on anti-racism and reconciliation. As president of the Manchester Branch of the NAACP, he works regularly with governments and businesses to eliminate discrimination and advance racial healing for all.

View How to Have Difficult Conversations

James T McKim - Organizational Ignition
James T McKim - Organizational Ignition

Anna Adachi-Mejia

Anna Adachi-Mejia, PhD, CPCC (she/her/hers) is a creative coach, innovative facilitator, and detail-oriented consultant for individuals and groups who think differently and are ready to bring their unique perspectives into the world. As Principal of Adachi Labs, LLC, she provides the following services: Meeting Facilitation, Board & Staff Retreats, Strategic Leadership Coaching, Scientific Writing & Editing, Diversity & Inclusion Coaching, Mixed Methods Research, Survey Design, Trainings, and Keynotes. She is a Certified Professional Co-Active Coach, former Executive Director, and former faculty member of the Geisel School of Medicine at Dartmouth where she taught, researched, and led grant-funded projects. She is also a trustee of two boards, one in New Hampshire and one in Vermont. She applies tools from multiple disciplines to help successful, hard-working leaders to inspire creativity, innovation, and connection in the workplace. Through interactive activities, Anna offers playful, improvisational tools to foster inclusiveness, build community, and boost workplace productivity.

View Two Words to Help you Foster Inclusiveness, Build Community, and Boost Productivity

Anna Adachi-Mejia - Adachi Labs, LLC
Anna Adachi-Mejia - Adachi Labs, LLC

Sarah Andrews

Sarah Andrews has 18+ years of senior management and development experience in human services and higher education. Her extensive fundraising experience includes organizational capacity building, annual campaigns, engagement and stewardship programs, strategic growth planning, sponsorship and promotions, grant writing, and major giving programs.  Sarah graduated from Assumption College and has been an active member of many regional fundraising networks. She served in leadership roles on the Board for the Manchester Young Professionals and currently serves on the PTO for her daughter’s school in Manchester. Sarah is a native of Manchester, NH who enjoys strong coffee, live music and being outside.

View Planning and Enhancing your Organization’s Donor Stewardship Activities

Sarah Andrews - Andrews Consulting
Sarah Andrews - Andrews Consulting

Jessica Quinn

Jessica Lawrence Quinn is currently the CEO of the Putnam Foundation and the 1911 Office. Jessica has over 20 years of experience working with and leading non-profit organizations, most recently as the Executive Director of Civic Hall, a one-of-a-kind non-profit community center in New York City. Prior to joining Civic Hall, Jessica served as CEO of NY Tech Alliance, and early in her career was the CEO of Girl Scouts of San Gorgonio Council in Southern California. Jessica has spoken frequently on non-profit management and organizational development and culture at events such as PopTech, SXSW, and TEDx.

View Collaborative Office Hours: Learnings from 20 Years of Grant Seeking and Making

Jessica Quinn - Putnam Foundation
Jessica Quinn - Putnam Foundation

Lorraine Connell & Karen Pambianchi

Lorraine Connell, MEd, MS, is the Owner of Peers not Fears, LLC, and a veteran educator of over 20 years.  As a workshop facilitator, speaker, coach, and consultant for schools and youth-serving organizations, she has developed curricula on leadership and empathy.  She works in collaboration with others to provide coaching to educators and students everywhere through her company Peers not Fears, LLC. Lorraine hosts the podcast Unimagined, where she interviews students, current and past, on their experiences in education, and listens to their advice on how we could do better. Her work spans the impact of understanding how and where our biases come into play, to develop strong communities.

Karen Pambianchi, ACC, is the founder of Swift Water Life Coaching, LLC. She has been a life and leadership coach since 2015 and holds an Associate Certified Coach credential from the International Coaching Federation. Karen believes coaching is a powerful tool to help clients see the potential their life holds and walk with them as they live it out. Her mission is to help professionals find the work-life harmony that allows them to feel like rock stars at work as they climb the ladder of success, be present, and enjoy all that life has to offer outside of the office.

View Understanding Burnout and Impacts on Your Leadership

Lorraine Connell - Peers not Fears, LLC
Lorraine Connell - Peers not Fears, LLC Karen Pambianchi - Swiftwater Life Coach
Karen Pambianchi - Swiftwater Life Coach

Kelly Laflamme & Keliane Totten

Kelly Laflamme, Senior Consultant & Grant Writing Specialist, has over 25 years of nonprofit experience as a grant writer, grant maker, and communicator. With Pear Associates, she supports mission-driven nonprofits in New England and nationally, including professional associations, educational institutions, and human service organizations. Kelly has consulted to the FrameWorks Institute and the National Center to Reframe Aging. Prior to joining Pear Associates, she worked with NH’s Endowment for Health.  Kelly earned her Master of Public Administration at the Wagner School of Public Service at NYU and Bachelor of Arts in Communication at LaSalle University.

Keliane Totten, Executive Vice President, Senior Consultant, is driven to support mission-focused teams in achieving their goals.  She has 20 years of experience in leadership, fundraising, communications, and community engagement. With Pear Associates, Keliane leads strategic planning, organizational assessments, and business development with organizations such as Health Resources in Action, The National Center to Reframe Aging, and New Hampshire Children’s Trust. Previously, Keliane worked for 15 years with Granite VNA and led the public-facing work of the organization and guided communications. Keliane earned a Master of Education and a Bachelor of Science in Health Education from Plymouth State University.

View Making the Shift to Asset-Based Communication in Your Organization

Kelly Laflamme - Pear Associates
Kelly Laflamme - Pear Associates Keliane Totten - Pear Associates
Keliane Totten - Pear Associates

Amity Ollis

Amity Ollis is a licensed CPA in NH. She has worked both in public accounting firms and private businesses and has experience as an auditor, consultant, accountant, tax manager-all in the Nonprofit sector. She has both served on and reported to boards, provided training and education on everything from board responsibilities, accounting 101, tax regulations, compliance, fundraising, and more. She holds an AICPA Nonprofit certificate as well as software certifications.  In 2019, Lifeboat Accounting, PLLC was created in hopes helping Nonprofit organizations stay afloat through financial and accounting services so they can focus on their mission. www.lifeboataccounting.com

View Compliance Check: Must-have Policies and Best Practices for Nonprofit Organizations

Amity Ollis - Lifeboat Accounting, PLLC
Amity Ollis - Lifeboat Accounting, PLLC

Kellie Wardman

Kellie Wardman, PCC, CPCC, is a senior consultant and certified leadership coach with 20 years of experience in the nonprofit sector. She worked for 10 years at the Granite YMCA, in marketing, membership, and as a branch director, ultimately serving as COO. She also worked with YMCA of the USA supporting all Ys in New Hampshire, Maine, and Vermont for 8 years. Through her role with DBD Group, she works with non-profits in New England and across the country focusing on strategic planning, board development, staff and culture work, fundraising, and more.

View Supporting and Developing Staff in Challenging Times

Kellie Wardman - DBD Group
Kellie Wardman - DBD Group

Dr. John D. Lloyd

Dr. John D. Lloyd is an executive-level professional with 20+ years of leadership experience in strategy consulting and organizational development in the nonprofit sector. He is the Principal of Agile Consulting Group, a strategy consulting practice, focused on providing interim executive director, executive search, and strategic planning services to nonprofit organizations. Prior to founding Agile Consulting Group, Dr. Lloyd served as an Executive Director for a Boston-based nonprofit organization and has served on several nonprofit and public sector boards. Dr. Lloyd holds an Ed.D. in Organizational Learning and Development, University of Pennsylvania.

View The Role of Organizational Agility in Nonprofit Organizations

 Dr. John D. Lloyd - Agile Consulting Group, LLC
Dr. John D. Lloyd - Agile Consulting Group, LLC

Russell Greenwald & Lorelei Olson

Russell started Insource’s Technology practice over twenty years ago and has a proven track record in  all areas of Insource’s key services, most notably developing and implementing multi-year technology plans.     Russell previously worked across a wide range of organizations and industries – including nonprofit organizations, biotechnology and healthcare. Russ is a member of the Boston CTO Club and the Mass TeleHealth Consortium which works with health centers in Massachusetts to create sustainable models of telehealth. Insource, under Russ’ guidance, are also members of the AWS Partner Network, Dropbox Partner, Microsoft Gold Partner and a Mimecast Managed Service Provider.

Our Senior IT Manager, Lorelei, provides technical guidance and leadership to our clients, whether it’s reviewing IT plans and procedures, vetting software solutions, or coordinating user onboardings or special projects.    Lorelei has plenty of expertise overseeing organizations’ IT, providing both employees and customers with technical support. Her experience is highly varied as, prior to joining Insource, Lorelei worked as a Senior IT Engineer and Team Lead and is an AWS Certified Cloud Practitioner.    Lorelei holds a Master’s degree in Teaching and a Bachelor of Arts in Business and English Literature from Brandeis University, MA.

View How to Protect Your Organization from Data Breaches

Russell Greenwald - Insource Services
Russell Greenwald - Insource Services Lorelei Olson - Insource Services
Lorelei Olson - Insource Services

Beth Sigman & Stacey Summerfield

Beth is a Senior Director with CCS Fundraising, a strategic fundraising firm that partners with nonprofits. Prior to joining CCS, Beth served as the Director of Strategic Communications & Brand Management at Women Leaders in College Sports, a national membership association. Beth was previously the Director of Marketing & Communications at Cushing Academy and Alumni Communications Manager at The Mountain School of Milton Academy. She served in similar roles at Williston Northampton School, Loomis Chaffee School, and Hopkins School. She holds a B.A. from Wellesley College and a M.S. from Smith College. 

Stacey is the Director of Institutional Advancement for Kimball Union Academy. Prior to joining KUA Stacey served as Executive Director for Campaign Initiatives and Academic Coordination at Dartmouth College. She has also worked in the advancement offices at The College of William & Mary, The University of Chicago, and Northwestern University. She holds a B.A. in pyschology, literature, and cultural studies from The College of William & Mary, and a M.A. in liberal studies from Northwestern University.

View From Big Ideas to Big Impact: Translating a Strategic Plan into a Campaign Vision and Activation Plan

Beth Sigman - CCS Fundraising
Beth Sigman - CCS Fundraising Stacey Summerfield - Kimball Union Academy
Stacey Summerfield - Kimball Union Academy