Michele Levy considers herself a brand therapist for nonprofits, start-ups and what she refers to as “other entrepreneurial organizations.” With an approach that is equal parts energy, accessibility and common sense, Michele makes brand strategy and communications topics relevant and understandable for a range of participants. She has worked with a range of nonprofit and corporate clients, adeptly bridging the sectors and leveraging best practices from both. Her work includes research, brand strategy, message development, communications planning, and training.

She has spoken on branding to a variety of organizations, including Association of Fundraising Professionals, American Association of State and Local History, National Association of Independent Schools, and New England Museum Association. She is a valued trainer with Center for Women & Enterprise, Interise and Social Innovators Forum. An honors graduate of Harvard College, Michele received her MBA from Boston University.

Michael Wilkinson is a Certified Master Facilitator™ and the founder and Managing Director of Leadership Strategies, Inc. His unique talent, skills and passion for facilitation form the core of the company’s mission, and are the reason for which he is much sought after as a facilitator, trainer and speaker. Michael is author of best-sellerThe Secrets of Facilitation, The Secrets to Masterful Meetings, and Buying Styles, and is one of the nation’s leaders in the facilitation industry. He is a board member of the National Institute for Facilitation and founder of The Facilitator Database. He has been awarded both the Certified Professional Facilitator™ and the Certified Master Facilitator™ designations for experience and demonstrated expertise in facilitation. In 2003 he was named Facilitator of the Year by the Southeast Association of Facilitators for contributions to the field.

Prior to Leadership Strategies, Michael spent eight years with the Information Technology Division of Ernst & Young’s Management Consulting Group. He is also a Certified Data Processor, and was selected by the Governor of Georgia to serve for three terms on his twelve-member Information Technology Policy Council. Michael is a High Honors graduate of Dartmouth College with a B.A. in Mathematics and Social Sciences.

Michael’s results-producing techniques and energetic style drive the pulse of the company, and have won him clients from a wide range of public and private sector organizations. His client experience includes notable organizations such as The Coca Cola Company, Sears, Unisys, KPMG Peat Marwick, Storehouse Furniture, Georgia Pacific, the State of Missouri, the City of Atlanta, Families First, The American Cancer Society, United Way of America, and Centers for Disease Control. His work extends beyond domestic boundaries to include International assignments in Bangkok, Brisbane, Glasgow, Hamburg, Hong Kong, London, Milan, Singapore and Sydney.

Leadership Strategies has provided Fortune 500 companies, non-profit, government and other businesses with expert facilitation services and facilitation and leadership skills training since 1992. We believe facilitation is a powerful tool for helping people reach better decisions, often faster, with much higher levels of buy-in and commitment.

• Better decisions…because a diversity of views were openly shared and considered.

• Often faster…because the processes used promote productive and efficient communication. With much higher levels of buy-in and commitment…because those impacted by the decisions were involved in creating them.

We believe that…

•The more people in an organization who understand and are skilled at facilitation…

•And the more that facilitation is used in leading people, managing teams, creating strategy, developing products, running meetings, etc. …

•The more productive and effective an organization can be.

President/COO of KarmaWell, Darren Rankin oversees day-to-day operations & growth, but more often than not, he just focuses on getting out of the way of KarmaWell’s first-class trio of start-up vet tech leads & partnership manager.

Prior to founding KarmaWell, Darren Rankin spent 15 years as a sport marketing leader and innovator, growing existing accounts & assets by resourcefully implementing innovative strategic alliances throughout the industry.

As a Vice President at IMG, Darren focused on both servicing and growing strategic accounts such as Kia & the NBA or 24 Hour Fitness & the Olympics and generating new revenue as a Business Development leader. At IMG Darren cultivated his success through working across multiple disciplines such as sponsorship development, activation, negotiations, sales strategy, brand development, partnership integration and social media.

Before joining IMG, Darren worked at BRC Group & LeadDog Marketing. As Jr. Partner at BRC Group, Darren led operations for the sports marketing and events agency focused on the Hispanic and Youth markets for clients such as: Major League Soccer, Lowe’s Hardware and FIFA. At LeadDog, a sports marketing and event company in New York City, he worked on a number of projects, including managing sponsorship sales for the New York Sports Club Spring Promotion and co-managing the US Open SmashZone Fan Festival & the Basketball Hall of Fame Grand Reopening Festival & 2002 Inauguration Ceremony of Magic Johnson.

KarmaWell was created to help Causes uncover & put into motion a new source of year-round donations and supporter engagement. With a database of over 1.5 million nonprofits anyone can go to KarmaWell.com to activate their Causes no matter how big or small. You know what you care about: from your kid’s school, to the local animal shelter, to causes fighting Parkinson’s, to international nonprofit leaders Right to Play and PeacePlayers International – KarmaWell enables you to Shop & Support all of them. It’s so easy to start! Just add your custom shopping app then shop the over 850 online KarmaWell retailers and % of each purchase is automatically donated back to your Causes. Whether you’re a Cause looking for new donations or you are one of the 85% of Americans who want to Shop & Support, KarmaWell is the simple, seamless way to make a difference. You Shop + Our App = A Better World!… KarmaWell – Shopping Should Feel This Good!

Kirsten Bullock, CFRE, MBA is a nonprofit coach who works with entrepreneurial nonprofit leaders to help them involve more people in their organizations and raise the money they need. She earned her designation as a Certified Fund Raising Executive in 2002.

Since 1995, Kirsten has worked with health care organizations, social service providers, national and local ministries, and international membership associations. These have included organizations such as AIDS Interfaith Ministries of Kentuckiana, Presbyterian Women National Offices, Community Health Centers, Inc. and the Institute of Internal Auditors Research Foundation.

Kirsten is currently serving as president of the Association for Fundraising Professionals Greater Louisville Chapter. She is an AFP Master Trainer and has presented for the Indiana Library Federation, Business First (Louisville), Kairos Prison Ministry International, Steward’s Staff and Boys and Girls Clubs of America. In addition, she compiles Kirsten’s Fundraising Headlines Blog, authors the Growing Your Donors blog and is a contributing blogger for SOFII (The Showcase of Fundraising Innovation and Inspiration).

Kirsten is a licensed fund raising consultant in Kentucky. She holds a Bachelor’s Degree in Social Work and a Master’s of Business Administration. When not working to equip and empower people in the nonprofit sector, Kirsten sculpts, is attempting to learn to speak Danish and enjoys living in the Highlands in Louisville, Kentucky with her husband Rob.

Bullock Consulting, Inc. was launched in 2008 with the goal of helping small and mid-sized nonprofits learn and adopt the strategies used by large organizations in a way that was authentic and achievable. This is accomplished primarily through coaching and training programs.

EPS works with a wide variety of industries and government organizations, providing tools and resources needed to have key conversations and to maximize the potential of their human capital. Employee Performance Solutions (EPS) is a professional services and technology firm that offers customized employee performance workshops and coaching across the globe, as well as Web-based employee performance tools and resources. Train the trainer and program licensing is available to organizations who want to deliver training internally.

Claire Axelrad, J.D., CFRE has 30 years of frontline development and marketing leadership experience working for arts, education, health/social services and community organizations in all aspects of resource development, strategic fundraising planning, marketing communications and strengthening boards and volunteers. Named by AFP/GGC as the “Outstanding Fundraising Professional of the Year” in 2010, her passion is instilling an institution-wide culture of philanthropy to further the vision, mission and values of the organization in service to the community. She participates in mentor programs and teaches in such areas as development/marketing integration; nonprofit management; strategic planning; board development; legacy development; major gift stewardship; annual giving donor identification and cultivation; succeeding with special events and engaging supporters in giving conversations.

Axelrad Social Benefit Consulting specializes in nonprofit management, marketing and fundraising consultation:

(1) Assessing challenges;

(2) Creating strategic plans with an eye to increasing revenues and efficiencies;

(3) Assuring plan implementation in a manner that amplifies effectiveness;

(4) Nurturing innovation and growth, and

(5) Building successful teams through hiring, mentoring, coaching, teaching and engaging internal/external stakeholders.

Areas of focus include constituent centered service, strengthening individual, business and foundation partnerships; generation of new sources of revenue; cost savings; integration of marketing across multiple channels; creation of supportive infrastructures to improve efficiency, and outcome evaluation.

Roberto Mighty has written and produced 65 half-hours of network affiliate and independent television, shot scores of nonprofit presentations and has over 100 videos on YouTube. He is Founder and Principal of Celestial Media, a Boston area company that specializes in web video production. Currently producing independent projects for Harvard University, he received his Master of Fine Arts in the Visual Arts from Lesley University and is Adjunct Professor in the Department of Visual and Media Arts and Emerson College, Boston.

Celestial Media was founded in 1998. The company specializes in producing web videos and interactive multimedia. Nonprofit clients include Harvard Medical School, Argosy Foundation, Berklee College of Music, Boston Foundation and many others. We advocate using a PBS documentary style approach. Our high-definition production teams consist of a Producer, Writer, Videographers, Editor and Graphic Designer.

Bob Greene has over 16 years experience serving as a trusted “thinking partner” who helps organizational leaders reframe issues and identify solutions. He works with emerging and established leaders to identify how to lead change; foster a team-oriented culture; address organizational causes of conflict; and develop their self-awareness, cultural competence, and effectiveness. With warmth and humor, Bob asks pertinent and provocative questions that help surface assumptions, clarify values, and identify concrete action steps.

Bob has worked with large and small clients locally and nationally in the nonprofit, government, and private sectors. He created the Nonprofit Leadership Institute at Montgomery College (Maryland) and served on the selection committee of the Washington Post Award for Excellence in Nonprofit Management. Bob has published articles and presented workshops on nonprofit issues, diversity and inclusion, organization development, and other topics.

Cheri Weissman has been working for and with nonprofits since 1984.

After several years as a fundraiser at a Chicago nonprofit, Cheryl moved on to become an account manager for a national software company.

Working exclusively with nonprofits, Cheryl developed and delivered software training programs, performed various data-related services, organized and hosted users groups, provided on- and off-site consulting services and provided input into software updates.

In 1993, believing she could more efficiently serve the nonprofit community without the overhead of a larger company, Cheryl founded CJW Consulting & Services, Inc.

CJW Consulting & Services, Inc. (CJW) is dedicated to preserving the institutional memories of nonprofit organizations. CJW founded in 1993 to help non-profit organizations make the most effective use of their software resources. Cheryl Weissman, CJW’s President, has 25+ years of experience with fundraising, the nonprofit community and its associated software. Cheryl’s background, along with her commitment to providing affordable, high-quality services, allow CJW to provide high-quality consulting and services at prices designed to fit your budget. CJW Consulting & Services, Inc. offers a wide variety of services, including on-site and on-line software training, data analysis, consulting and temporary staff replacement, all tailored to your specific needs. To date, CJW has assisted nonprofits in over 30 US states and 4 Canadian provinces.

Lewis Flax has assisted many nonprofit organizations increase their sponsorship revenue. His firm, Flax Associates, has worked with a wide variety of nonprofits with their sponsorship strategy, structure, and outreach. Previously, he established the DC presence for IEG (a sponsorship consulting firm) and served as Vice President at Financial Executives International responsible for sponsorship/partnership revenue. Mr. Flax is frequently invited to speak at conferences and seminars and is a certified trainer with Dale Carnegie where he serves as an instructor for the “Sales Advantage” class.

Flax Associates helps nonprofits build and maintain mutually beneficial partnerships with corporations. We provide guidance in establishing the strategy, structure, and outreach. Your organization can then connect with current and potential partners, understand their specific needs, and create and implement effective campaigns that generate revenue and support critical initiatives.

Meeting for Results was established as a dedicated service of Brownfield & Lent to help leaders of nonprofit and other organizations run more effective meetings. Our services include consulting, workshops and presentations. Our approach is described on www.meetingforresults.com. We also provide stories of meeting successes and challenges on the Meeting for Results blog. An e-book designed to help leaders run more effective meetings will be released later this spring: Meeting for Results Tool Kit: Make Your Meetings Work. By the end of this year Rick will also publish Naked Meetings: Using Unseen Structures to Achieve Results – A Handbook for Leaders. / Meeting for Results is based in Massachusetts. Rick Lent works with nonprofit organizations throughout the Northeast and elsewhere.

Cooper Marcus has over 12 years of experience starting businesses and helping smaller organizations be more successful. He has worked with both for-profit and nonprofit companies in a variety of roles, including software vendor, design partner, database marketing service provider, and as an interim CEO. Cooper is currently focusing on growing his latest startup, Wishery, which helps professionals be more productive and have better business relationships by bringing frequently needed answers and actions into the email client.

Wishery brings frequently-needed answers and actions from our users’ existing business software apps into email clients, web apps, mobile devices, and other communication platforms to help development professionals and support staff increase efficiency and effectiveness while communicating with prospects, donors, board members and peers.

Ehren Foss, Co-Founder and CEO of HelpAttack! has a decade of diverse technical experience with web programming, database administration, and many of the open source tools that help make nonprofit technology an amazing place to work. He is also the founder of Prelude Interactive, a web development firm in Austin, TX. Ehren has contributed to projects, efforts, and clients such as Social Actions, the Hands On Network, 501 Tech Club, AFP, and YNPN.

HelpAttack! is a platform for causes to use any online content as a channel for awareness, activism, and donations. Our goal is to help causes of all sizes to use Tweets, Facebook updates, blog posts, photos, and videos to build support.

Gene Takagi is the managing attorney of NEO Law Group. He is also the contributing editor and publisher of the Nonprofit Law Blog. Prior to opening his independent practice in 2005, Gene practiced corporate law at Sheppard Mullin Richter & Hampton, during which time he was awarded Outstanding Barrister of the Year by the Bar Association of San Francisco. Gene has over 15 years of management experience in both the for-profit and nonprofit sectors and speaks and writes regularly on nonprofit legal issues for local and national audiences. Gene has a J.D. from UCLA School of Law and a graduate degree in nonprofit administration.

NEO Law Group is a San Francisco-based law firm and Certified B Corporation that focuses its representation on nonprofit and tax-exempt organizations on corporate, tax, and governance issues.

A fund development expert with a passion for social change, Funding Change founder Tina Cincotti gives grassroots groups the skills, tools, training, and confidence they need to raise more money while building stronger relationships with their supporters.

With nearly 15 years experience, Tina specializes in fundraising assessments and evaluations; creating strategic development plans; writing solicitation appeals, newsletters, annual reports, and online content; improving donor relations and donor communications; coaching executive directors and staff new to development; and motivating boards to be more engaged in fundraising.

Funding Change gives grassroots groups access to the same knowledge and the same successful fundraising techniques that many big charities can afford to have in-house. But without having to pay to have that expertise permanently on staff. Funding Change specializes in working with small nonprofits and has a particular focus on assisting grassroots groups working for social change.

As a designer, action researcher and thinking partner, Bernard Mohr supports clients within healthcare, manufacturing, retail, pharmaceuticals, education and government in creating places to work where people thrive and workplaces that deliver sustainable value for society.

His focus is the creation and management of more flexible and effective work systems using multi-stakeholder networks, self organizing work groups and shared governance processes. His approach to organizational innovation draws on Design Thinking, Complexity Science and the Applied Behavioral Sciences.

Innovation Partners International is a professional services firm dedicated to the notion that participative and strength based design processes are the most effective ways of dealing with our ever increasing complexity and pace of change.

Neil Samuels’ twenty-three years of consulting and coaching experience span six continents and organizations ranging from Cruise Lines, Architecture, R&D, and Oil Exploration, to the US Geological Survey, the Illinois Counseling Association, and the Naperville School District. His work builds on a foundation of strengths and Appreciative Inquiry to engage entire organizations in fundamentally changing their conversations to bring about lasting change. He has worked successfully with leaders at all levels and is a respected coach, mentor, and innovative thinker. Neil has demonstrated value in helping senior leaders navigate complex, large-scale change.

Neil has an advanced degree in organization development from Pepperdine University where he served as adjunct faculty in the Graziadio School of Business and Management. He has published in the US and UK in The OD Practitioner, Managing Schools Today, and the AI Practitioner, and has presented his work at The Academy of Management and The International Conference on Appreciative Inquiry. Neil co-authored a book published in 2009 titled; ‘Brilliant: The Heathside Story: A Case Study of Whole System Transformation using Appreciative Inquiry in a School.”

Clients often say that what makes Profound Conversations, Inc. unique is the conversations we engage them in, the questions we pose, and the way we lead and facilitate inquiry – which in turn leads to significantly different, positive, and energizing outcomes.

Newton Community Service Center (NCSC) is a multi-service agency that strengthens children, youth, families and communities through educational programs and a network of support services. We promote social and emotional wellness and continuity of care. The agency serves a racially, ethnically, economically, and culturally diverse population from Newton, Waltham and surrounding communities.

David A. Mersky is the Founder and Managing Director of Mersky, Jaffe & Associates, a firm specializing in financial and human resource development solutions for nonprofits worldwide. Founded in 1991, Mersky, Jaffe & Associates has served cultural organizations, educational institutions, medical and health related enterprises, advocacy and social service organizations, and Jewish communal enterprises on a local, regional, national and international basis.

Dr. Mersky was the chief development officer for the Combined Jewish Philanthropies of Greater Boston—Boston’s Jewish Federation where he was responsible for planning and implementing all the fundraising and marketing of the nation’s sixth largest Jewish community. Prior to serving in Boston, he was the President of Ampal Securities Corporation, an investment-banking firm that raised capital in Europe as well as North and South America for private enterprise in Israel.

Mersky, who is a Reform rabbi, served on the national staff of the then Union of American Hebrew Congregations as the Reform movement’s chief development officer. He was responsible for all resource development and created the Conference of Presidents of Major Congregations.

Now a successful consultant to nonprofits and family-controlled enterprises, David is also a faculty member in the Graduate School at Brandeis University and is director of fundraising management at The Hornstein Program in Jewish Professional Leadership as well as Director of Education and Professional Development of the Fisher-Bernstein Institute for Jewish Philanthropy and Leadership at Brandeis. Formerly an adjunct professor in the Simmons College Graduate Program in Communications Management, where he taught strategic marketing planning, Mersky has been a member of the faculty of the Institute for Charitable Giving and a contributing writer to a number of publications, notably the New England Nonprofit Quarterly where he wrote a regular column on major gifts as “The Artful Solicitor.”

During his forty year career, he has trained thousands of professionals and volunteers who have raised hundreds of millions of dollars. In private business, he has counseled management on issues ranging from strategic marketing planning to sales force training and development. He advises families on the creative use of philanthropy for business and estate planning as well as transmitting enduring values from one generation to the next.

At Mersky, Jaffe & Associates, we create the most effective resource development solutions for nonprofit organizations. Working faster, simpler and in partnership with our clients, we provide quality planning and fundraising consultation, executive recruitment, volunteer training and professional development services. In all our work, we strive to inform and inspire as well as empower people and organizations to be their best – both personally and professionally.

At Mersky, Jaffe & Associates, we:

•invest in the success of our clients;

•believe a talented, dedicated, enthusiastic and mutually respectful leadership team is central to our clients’ ability to achieve their goals and advance their mission;

•maintain an atmosphere of integrity and the highest professional standards through teamwork, personal development and recognition of accomplishment;

•value imaginative thinking and creative change, because innovation continually improves the services we provide our clients;

•treasure personal relationships within MJA as well as with our present and past clients;

•embrace new technologies to stay at the forefront in service to the nonprofit community;

•assist our clients in maintaining mutually beneficial relationships with their members, donors, funders, vendors, volunteers, board and staff leadership who work with us to achieve their mission and fulfill their vision; and

•pledge that each of our clients will benefit by the direct involvement of the principals of the firm in their endeavor.

At Mersky, Jaffe & Associates, we assure the success of the nonprofit organizations we counsel by joining with our clients in their exemplary dedication to the public good. We enable them to thrive and prosper in any philanthropic environment, today and in the future.

Known for the quality of our consulting, Mersky, Jaffe & Associates continuously invests in our own professional development. Thus, we endeavor to be the most experienced and skillful in the field, dedicated and committed to the best practices of our craft. Providing expert consulting and planning services to cultural, educational, medical, advocacy, religious and social service organizations, we offer our knowledge and passion in support of nonprofits around the world.

Tom Dawkins is an Australian social entrepreneur living in San Francisco. He Co-Founder of StartSomeGood.com, a crowdfunding platform for social change initiatives. Tom was previously the founder and CEO of Vibewire, a leading Australian youth media nonprofit, and first Social Media Director at Ashoka, the world’s leading association of social entrepreneurs. He has supported numerous nonprofits, governments and arts organizations to better engage communities using technology and culture and spent many years organizing music and film festivals in Sydney. He has been recognized with awards and Fellowships from the UN, International Youth Foundation and Future Summit.

StartSomeGood is a crowdfunding platform which supports social entrepreneurs to raise the funds and grow the community of supporters they need to move from idea to impact.

We are motivated to create this platform because we believe there is no shortage of innovative ideas and passionate people ready to take on our most important challenges, but they often lack the resources they need to get started. StartSomeGood provides social entrepreneurs with a platform to raise start-up funds and build a community of supporters — all in a fun, engaging and community-driven way. Our site taps into the power of our expanding social connections, allowing entrepreneurs to ask for small amounts of money from supporters from around the world, and gives them the tools to update their supporters, provide unique rewards in exchange for support and run multiple campaigns over time.

We are international and support all forms of social good initiatives, for-profit, nonprofit and unincorporated.

Since launching in March last year we have supported 40 initiatives to raise over $250,000 to start some good!

StartSomeGood exists to empower changemakers to raise the funds and mobilize the community they need to move from idea to action and impact.

Maria Semple is Principal of The Prospect Finder LLC, an organization that helps nonprofit organizations and financial advisors identify their best matches for donors or client prospects. Her firm specializes in prospect research on high-net-worth individuals, foundations. and corporations. She also provides training seminars and webinars for staff members who wish to augment their prospect research skills. / Semple is a highly sought-after speaker whose past speaking engagements have included the Association of Professional Researchers for Advancement, the Support Center for Nonprofit Management, and New York University’s Heyman Center for Philanthropy and Fundraising. In 2007, she authored two downloadable and interactive prospecting tools, which include an extensive compilation of research resources.

Marc W. Halpert is Managing Partner, Your Best Interest LLC and its divisions: e-giving and connect2collaborate. Halpert specializes in offering paperless electronic payment services to optimize the cash flow of and speed collections to both for profit and nonprofit companies. In his latest business, Connect2Collaborate, Halpert uses his skills in networking and his LinkedIn evangelism to train and coach others. / He has been recognized for client service and is a frequent speaker at national, regional, and local conferences for small businesses and nonprofits. He has also authored articles on innovations in cash flow technologies, and on LinkedIn as a powerful branding power. He volunteers as a counselor at the award-winning Norwalk, CT chapter of SCORE where he provides expertise in e-commerce, nonprofits, and social media. He also teaches LinkedIn to job-seekers at Connect to Care at Westchester Jewish Community Services in Westchester County, NY.

Geri Stengel is president of Ventureneer.com, which connects nonprofit execs, social entrepreneurs, and socially responsible small business owners with the knowledge they need to make the world a better place and to thrive as sustainable organizations. Geri’s blog, Vistas (http://www.ventureneer.com/vblog), is about the insights, strategies, techniques, and solutions that help values-driven businesses realize their social-change missions.

Her experience as an entrepreneur, nonprofit consultant, and web expert includes:

* Reviewer for Social Innovation Fund, part of the White House initiative to better fund nonprofits;

* Member of Knowledge Work Group Social Impact Exchange, a sector-wide collaboration to scale effective nonprofits and was a consultant for its business plan competition.

* Former adjunct professor of Social Entrepreneurship at The New School in New York City.

* Serial board member. Currently fundraising chair of a $10 million homeless organization in New York City.

Roberto Mighty has written and produced 65 half-hours of network affiliate and independent television, shot scores of nonprofit presentations and has over 100 videos on YouTube. He is Founder and Principal of Celestial Media, a Boston area company that specializes in web video production. Currently producing independent projects for Harvard University, he received his Master of Fine Arts in the Visual Arts from Lesley University and is Adjunct Professor in the Department of Visual and Media Arts and Emerson College, Boston.

Celestial Media was founded in 1998. The company specializes in producing web videos and interactive multimedia. Nonprofit clients include Harvard Medical School, Argosy Foundation, Berklee College of Music, Boston Foundation and many others. We advocate using a PBS documentary style approach. Our high-definition production teams consist of a Producer, Writer, Videographers, Editor and Graphic Designer.

Adam Thorn has served the members of the Unemployment Services Trust, a grantor trust that helps nonprofits opt out of the state unemployment tax system, since 2007. He began as Operations Manager and currently sits as the Director of Operations. Prior to joining the UST leadership team, he served as Operations and Sales Management for a major electronics retailer. Adam is a graduate of the University of California, Santa Barbara with a BA in Business Economics with and emphasis in Accounting.

The Unemployment Services Trust (UST) was formed by a group of nonprofits 28 years ago to help other nonprofits exercise their right to opt out of the state unemployment tax system. Today, UST is sponsored by nearly 70 nonprofit associations and continues to help more than 2,000 nonprofit members to monitor claims and lower unemployment costs. Last year, new members saved an average $99.74 per employee upon joining.

Daniel Neel brings more than 28 years of professional fundraising and financial services experience, serving in executive leadership roles for the past 22 years. While providing counsel and direction to non-profit organizations across the US he has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half of a billion dollars through capital and endowment campaigns. In addition to Daniel’s years in successfully leading his own fundraising firms and executive leadership with one of the largest national fundraising organizations in the US, Daniel has served as President, Managing Director and Chief Financial Officer for international investment banking and investment management organizations. He began his professional career as a Certified Public Accountant specializing in tax work.

The Fundraising Resource Group helps non-profit organizations across the United States with all aspects of fundraising. Our strategic approach to helping non-profits with feasibility studies, development audits, capital campaigns, major gifts, marketing communications, fundraising training and other services is designed to minimize cost, maximize return and transfer the skills necessary for ongoing benefits to your non-profit organization. Our goal as non-profit fundraising consultants is to address your organization’s immediate needs while mapping a strategic course for future sustainability and self-reliance.

Vicki Claussen has been with WealthEngine since 2000 with sales and marketing responsiblitles. She accepted the position of Director of Partnership Relations in the fall of 2008. Before joining WealthEngine, Vicki had more than 15 years of leadership positions in healthcare. Besides overall direction, financial and administrative responsibilities she was actively involved in the organizations fundraising efforts. She has also served on several local, state and national non profit boards in various positions including Chairman of the Development Committee. Vicki holds an MBA from the Henry B Tippe School of Business, University of Iowa and a Bachelors of General Studies also from the University of Iowa.

WealthEngine serves over 2,500 nonprofit organizations, financial institutions and luxury goods companies. We offer the broadest range and highest quality of wealth data, the strongest technology and the most experienced staff in the industry. Our mission is dedicated to client satisfaction and steady, long-term market leadership.