These are all the board members for the multiple companies in the Nonprofits Insurance Alliance Group.
The logos indicate on which board(s) each member serves.
President and CEO
BAYS Florida, Tampa, FL
Vice Chair of ANI, Secretary of AMS
Dr. Pam Alvarez is the President and CEO of BAYS Florida, an ANI member since 2014. BAYS provides services to prevent and reduce juvenile delinquency in partnership with families, schools, communities, law enforcement, and the Florida Department of Juvenile Justice. Dr. Alvarez joined BAYS in June 2010. She earned Bachelor’s and Master’s degrees in Social Work from the University of Wisconsin – Milwaukee, as well as a Doctorate in Management and Organizational Leadership. Her clinical social work has focused on working with adolescents and families and for the last 20+ years she has worked on the administrative and planning side of social service systems in program development, grant writing, evaluation and leadership. Pam also serves as an adjunct faculty member of the University of Phoenix.
Senior Vice President
Callan LLC, San Francisco, CA
Kristin Bradbury is a Senior Vice President in the Independent Adviser Group (IAG) at Callan LLC. Ms. Bradbury conducts investment manager research and due diligence with a focus on fixed income managers. She is also responsible for conducting manager searches as needed, primarily in the fixed income arena, and for providing client service to IAG members. Ms. Bradbury is a shareholder of the firm. Ms. Bradbury has worked with the IAG since 2007. She began her career in the pension consulting group at Wilshire Associates and then spent several years in the investments department of the Automobile Club of Southern California, where she was a part of a small team that oversaw more than $2 billion of assets. Ms. Bradbury was also an institutional fixed income portfolio manager at Scudder Kemper Investments for eight years and, prior to joining Callan, was a fixed income product strategist at BlackRock. Kristin earned her MBA from the University of California, Irvine and graduated from the University of California, Santa Barbara with a BA in Business Economics. She was actively involved with the CFA San Francisco Board (previously known as the Security Analysts of San Francisco) for many years and served as Board President in 2002. She earned the right to use the Chartered Financial Analyst designation.
CultureConnect, Inc., Rhinebeck, NY
Ronald Carleton is the President of CultureConnect, Inc., an ANI member since February 2016. Mr. Carleton has served on the organization’s Board of Directors since 2010. He is also a principal in Financial Training Partners where he teaches company analysis, corporate finance, credit analysis, financial markets, and debt structuring at commercial and investment banks worldwide. Ron has a background in corporate banking and has extensive experience teaching on the subject of banking and finance in many settings, including as an adjunct professor at New York University. CultureConnect (formerly Young Rhinebeck) prepares youth to interact with their local and global community with intelligence, cultural competence, ethics, compassion, and generosity. Mr. Carleton holds a Master of Arts in American History from Columbia University and a BS in Economics, cum laude, Marketing and Accounting, from Wharton School of the University of Pennsylvania.
President and CEO
Community Based Care of Central Florida, Orlando, FL
Glen Casel is the President and CEO of Community Based Care of Central Florida (CBCCF), an Orlando based nonprofit charged with developing community-based services and supports for children and families served by the child welfare system in Central Florida. An ANI member since 2011, CBCCF currently has 100 employees, 200 volunteers and a $70 million budget. Mr. Casel previously served at the Children’s Home Society of Florida as VP of Operations, Finance, Information and Reporting and as Regional VP. Prior to that, he served as District Program Manager at the Department of Children and Families, State of Florida. Mr. Casel is currently a Member of the Secretary’s Task Force on Child Protection. He has also served as Board Chair of Florida Coalition for Children and Chair of Children’s Cabinet of Seminole County. Mr. Casel holds a MS in Health Services Administration and a BA in Public Administration, both from the University of Central Florida.
Norris W. Clark
Financial and Regulatory Specialist
Locke Lord LLP, Los Angeles, CA
Norris W. Clark is a non-attorney Financial and Regulatory Specialist with the law firm of Locke Lord LLP, where he focuses on insurance and insurer-related financial transactions, regulatory compliance, mergers and acquisitions, and reinsurance transactions. Mr. Clark retired in 2004 from the California Department of Insurance, where he served for 31 years. While with the Department of Insurance, he was the Deputy Commissioner of the Financial Surveillance Branch for 13 years from 1991 to 2004. He also held the positions of Chief of the Tax Return Audit Bureau, Chief of the Financial Analysis Bureau, and Chief of the Financial Analysis Division. Mr. Clark has chaired many National Association of Insurance Commissioners (NAIC) committees such as Accounting Practices and Procedures Task Force, Statutory Accounting Principles Working Group, and Emerging Accounting Issues Working Group. Mr. Clark is the 1995 recipient of the NAIC Robert Dineen Award for Outstanding Service and Contribution to the Regulation of Insurance. Mr. Clark holds a BS in Business Administration/ Finance from California State University, Sacramento.
Pamela E. Davis
Founder and CEO
Nonprofits Insurance Alliance Group, Santa Cruz. CA
President of NIAC, ANI, AMS and NANI
Pamela Davis is the Founder, President and CEO of the member companies of the Nonprofits Insurance Alliance Group, which includes Nonprofits Insurance Alliance of California (NIAC), Alliance of Nonprofits for Insurance, Risk Retention Group (ANI), as well as a captive property reinsurer, and a management company. All companies in the group are 501(c)(3) tax-exempt nonprofits. The Group has been assigned an A (Excellent) VIII rating by A.M. Best. Together, they have assets of more than $479 million and surplus of more than $201 million. The Group insures and provides risk management services for more than 18,000 tax-exempt nonprofits in 32 states and the District of Columbia. She is also President of American Nonprofits, whose mission is to increase nonprofits’ access to credit and financial expertise.
In 2017 she was named among 125 Elite Women by Insurance Business America as one of the women at the vanguard of the insurance industry. In 2013, the Nonprofits Insurance Alliance Group was selected as one of The Bay Area News Group’s Top Workplaces. In 2010, Ms. Davis and the Nonprofits Insurance Alliance Group were featured in the first “sequel” of the documentary series Visionaries which airs on PBS stations nationwide. In 2008, Ms. Davis was named a “Women of Influence in Silicon Valley” by the Silicon Valley/San Jose Business Journal. In 2006, Ms. Davis was named by Business Insurance as one of the “Women to Watch” in the commercial insurance industry worldwide. She was named one of the nation’s 15 BEST BOSSES by Fortune Small Business and Winning Workplaces in 2005 in recognition of innovative and progressive leadership in establishing a great workplace.
In 2004, she received the first ever Award for Policy Innovation from The Goldman School of Public Policy, UC Berkeley. In 2002, Ms. Davis was included in the Nonprofit Times Power and Influence 50. This list reflects the visionaries, “movers & shakers” and opinion-makers of the nonprofit sector. In 2000, Ms. Davis was named one of the 100 Leading Women in the Insurance Industry by Business Insurance.
During 1997, NIAC and Ms. Davis were featured in a one-half hour documentary series, Visionaries, which aired nationwide on PBS. Ms. Davis was named a Gerbode Fellow in 1993. Ms. Davis holds a BA with highest honors in Economics from the University of California, Santa Cruz and a Master’s in Public Policy from the University of California, Berkeley.
President and CEO
Goodwill Central Coast, Salinas, CA
Edward Durkee is the President and CEO of Goodwill Central Coast, a NIAC member since 2010. With over 15 years of involvement at Goodwill affiliates, Mr. Durkee is a lifelong advocate for social justice and economic inclusion with extensive experience in workforce and community development. Located in Salinas, Goodwill Central Coast builds lives, families and communities by not only empowering over 13,000 people per year through job training and employment opportunities, its programs are also helping save the planet. It operates with a $27 million annual budget, 550 employees and 24 volunteers. Mr. Durkee currently serves as a Board Member of Monterey Bay Economic Partnership. He is also a Board Member of New Way Homes, a Santa Cruz based developer of affordable housing. Mr. Durkee received both his Master of Arts in Journalism and a BA in Philosophy and Political Science from Indiana University.
J. Jeff Fly
Turning Point Foundation, Visalia, CA
Secretary of NIAC
J. Jeff Fly is Chief Executive Officer Emeritus of Turning Point of Central California, located in Visalia, an organization that serves people in need, such as families in crisis, disabled children, and the homeless, a NIAC member since 1993. Mr. Fly currently serves as Executive Director of Turning Point Foundation and Secretary of the Board of Directors of NIAC. He held the CEO position with Turning Point for over 30 years. Over this time, the agency grew to employ over 700 staff members providing services in seven counties. He previously held various positions at treatment centers in the Fresno/Bakersfield area. Mr. Fly currently serves as a member and Nominating Committee Chairperson on the Tulare County Workforce Investment Board, is Past President of the California Council of Community Mental Health Agencies, member of the Tulare County Mentally Ill Offender Council, and has served on various other committees and councils. Mr. Fly holds an MA Degree in Psychology from California State University, Fresno.
The Alliance for Children's Rights, Los Angeles, CA
Danilo Garcia became the CFO of Alliance for Children’s Rights in 2018. Prior to that he was the Finance Director of A Place Called Home, Los Angeles, CA, a NIAC member. A Place Called Home provides safety, support and opportunity to more than 1,000 young people and families annually on a $6 million operating budget, 70 employees and more than 2,000 volunteers. Mr. Garcia joined the organization in July 2012. He has volunteered to help homeless veterans as part of a Financial Modeling Task Force through a joint project with United Way of Greater Los Angeles and the LA Area Chamber of Commerce. Mr. Garcia also volunteered for Computers for Youth, a nonprofit organization promoting online educational software to assist low-income children succeed in school. He holds a BS in Business Administration (Finance emphasis) and minor in Economics from CalState LA and an MBA (Finance emphasis) from CalPoly, Pomona.
Assistant Executive Director
EZ Ride, Wood Ridge, NJ
Secretary of ANI & NANI
Avnish Gupta is the Assistant Executive Director of EZ Ride, an ANI member since 2013. He is an attorney with diverse management and executive experience. EZ Ride is a nonprofit, public-private partnership with a $6 million annual budget and over 100 employees that provides transportation programs and services in six counties in Northern New Jersey for the commuters, older adults, clients with special needs, visitors and school children. Prior to his current position, Mr. Gupta worked as an Associate with a law firm in Pennsylvania, managed a law practice in India and served in the Indian Army as a Commissioned Officer. In his current role he combines legal skills with management experience to offer advice on legal, human resources, risk management and business issues, including corporate governance and regulatory compliance. Mr. Gupta holds a Master of Laws, Georgetown University Law Center and a Bachelor of Laws, Delhi University Law Center.
Edward G. Haik
Surfrider Spirit Sessions, Kailua, HI
Edward G. Haik is a Board Member of Surfrider Spirit Sessions, Kailua, HI, an ANI member since 2010. Its mission is to create and deliver holistic, ocean-based experiential education and mentoring programs and activities that connect, enhance, and fill in the gaps within existing nonprofit programs serving at-risk and adjudicated youth. Mr. Haik joined the organization in 2009 as a volunteer mentor and is now a member of the board of directors. Mr. Haik has over 25 years of experience in the investment industry, and has worked at Bank of Hawaii for the last 20 years. He manages short-intermediate term taxable portfolios, comprised of government and corporate notes and works with captive insurance companies to grow their investment portfolios. Mr. Haik previously held positions at Garban Tokyo, Ltd., Cantor Fitzgerald Securities, and Merrill Lynch. He also serves as co-chair on the Hawaii Captive Insurance Council Membership Committee. Mr. Haik holds a BA from the College of the Holy Cross, Worcester, Massachusetts.
Child Advocates of Placer County, Rocklin, CA
Donald Kleinfelder is the Executive Director of Child Advocates of Placer County, a NIAC member since 2004. Mr. Kleinfelder has worked in the nonprofit sector for over 20 years, including 18 years as an Executive Director. In 2010 he expanded the scope of Child Advocates by creating two new programs – a mentoring program for at-risk youth and former foster youth, and a “Family Mentor” program that provides basic parenting skills to young single parents whose children are in the child welfare system. Prior to entering the nonprofit sector, Mr. Kleinfelder worked in the private sector as a hydrogeologist. He is Co-Chair of the Placer Collaborative Network, former Chair of the Placer County Community Services Commission, and a past Member and Fundraising Chair of the California CASA Board of Directors. He is also an active CASA volunteer, currently working with his third foster youth. Mr. Kleinfelder holds a MS in Hydrology/Hydrogeology from the University of Nevada-Reno, and a BS in Physical Science from Chico State University.
Senior Vice President
Quest Captive Management LLC, South Burlington, VT
Assistant Secretary of ANI & NANI
Cindy Lyford is the Senior Vice President of Quest Captive Management LLC, the world’s largest independent captive manager. She has over 25 years of experience in preparing NAIC statements and other required filings for insurance companies, including Risk Retention Groups and captives. She is familiar with preparing financial statements based on Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS) and Statutory Accounting Principles. Prior to joining Quest Captive Management LLC, Ms. Lyford was employed with a traditional insurance company for 11 years where she was responsible for preparing and filing statutory regulatory materials. Ms. Lyford holds an Associate’s Degree in Accounting, an Associate in Insurance Accounting and Finance through the Insurance Institute of America, and an Associate in Captive Insurance Designation.
KPMG LLP, Glendale, CA
Martha Marcon was an Audit Partner at KPMG LLP, one of America’s Big Four audit and consulting firms, for 31 years prior to her retirement. Ms. Marcon specialized in providing accounting, auditing, and consulting services to organizations in the insurance industry. She was the firm’s Western Insurance leader and served as KPMG’s National Technical Resource Partner – Insurance for more than eight years. Ms. Marcon has served on various committees such as AICPA Insurance Companies Committee, the AICPA Life Insurance Audit Guide Task Force, and the AICPA Relations with Actuaries Committee. She also served on the Board of Directors for the Association of California Insurance Companies and the Board of Trustees of Lehigh University. She currently serves on the Board of Directors of Foresters and Mercury General, both unrelated insurance companies, serving as Chair of their respective audit committees. Ms. Marcon holds a BS in Economics and Business Administration from Lehigh University, Bethlehem, Pennsylvania.
President and CEO
Project Independence, Costa Mesa, CA
Debra Marsteller is the President and CEO of Project Independence, and has 35 years of executive management experience. A NIAC member since 1994, Project Independence provides comprehensive services in Orange County to more than 750 people with disabilities in their homes, at work and in the community. It operates with a $5.8 million annual budget, 150 employees and 120 volunteers. For 25 years Ms. Marsteller served as Executive Director for Vantage Foundation prior to its merger with Project Independence in 2007. She received her certification in Rehabilitation Administration (San Diego State University) and Administration of Nonprofits (UC Irvine). Ms. Marsteller holds a Masters Ed. in Post Secondary Education from San Diego State University, and both a BA in Special Education (Honors) and a K-12 Teaching Credential from the University of Northern Colorado.
Chief Executive Officer
North Marin Community Services (NMCS), Novato, CA
Cheryl Paddack has been a member of NIAC’s Board of Directors since 2010. She is the Chief Executive Officer for North Marin Community Services (NMCS), a merged organization of the Novato Youth Center (NIAC member since 1990) and Novato Human Needs Center (NIAC member since 1995) which began January 1, 2018. Based in Marin County, the mission of NMCS is to empower people of all ages in our diverse community to achieve success. NMCS delivers an array of human services to 6,000 youth, adults and families annually by more than 60 highly qualified staff and 400 dedicated volunteers. Before arriving at the Novato Youth Center in 2009, Ms. Paddack worked for Guide Dogs for the Blind and BC Hydro, Power Smart energy efficient products and services. She currently serves on a variety of public and private sector committees including: Marin Child Development Directors Collaborative, Healthy Novato Initiative, Marin Promise, and Novato Chamber of Commerce Non-Profit Day Moderator. Ms. Paddack holds a Bachelor of Business Administration, with a double major in Marketing and Economics. She has a passion for ensuring that youth and families, especially those in need, have access to affordable services so that they can be successful at home, at work, at school, and in our community.
PwC New Ventures, San Jose, CA
Annamaria Rapakko is an Entrepreneur-In-Residence at PwC (PricewaterhouseCoopers) New Ventures. As a senior partner, Ms. Rapakko led the Specialty Tax Practice and grew the International Tax Practice from ground up at PwC in Silicon Valley prior to her formal retirement. She has over 30 years experience as a business leader and has worked with a variety of public and private companies, advising on accounting and tax strategies. During her years as advisor, Ms. Rapakko developed deep expertise in the high technology and life science industries. Prior to joining PwC, she had her own cross-border finance and tax advisory practice. She also taught at the University of Rovaniemi Law School and Helsinki School of Business as an adjunct professor of International Private Law and Tax. Ms. Rapakko holds a JSD degree from Stanford Law School, an MBA degree from Turku Business School (Finland) and a JD degree from University of Turku, Law School (Finland). Recently, she completed the Director Development Program at Kellogg School of Management.
Radiant Health Centers, Irvine, CA
Guita Sharifi is CFO for Radiant Health Centers (formerly AIDS Services Foundation of Orange County), a NIAC member since 2010. The organization’s mission is to end the AIDS epidemic for men, women and children in Orange County through HIV prevention, linkage to care and treatment, while eliminating the stigma of AIDS. It operates with a $5.3 million annual budget, 50 employees and 500 volunteers. Prior to her joining the Foundation, Ms. Sharifi worked as CFO for the Alzheimer’s Family Services Center in Huntington Beach. She previously served in that role for Western Youth Services. Ms. Sharifi is currently a member of the board for the CFO Leadership Council-Orange County Chapter and volunteers on the CFO Task Force on Overhead for the California Association of Nonprofits. She expects to receive her Ph.D. Organizational Leadership in March 2018 from the Chicago School of Professional Psychology, holds a PKE (Presidential Key Executive) MBA, Pepperdine University and a BS in Business Administration, University of Michigan (Ann Arbor) & Eastern Michigan University (Ypsilanti).
Stephen C. Sumner
Center for the Arts Evergreen, Inc., Evergreen, CO
Chair of ANI & NANI, Vice Chair of AMS
Stephen Sumner is the Executive Director of Center for the Arts Evergreen, Inc., a nonprofit Community Art Center, and an ANI member since 2009. Mr. Sumner has been a professor of art and Senior University Administrator. He is a strong advocate for arts education and arts in the schools and a recipient of the Oklahoma Governor’s Award for Arts and Education. Mr. Sumner has an extensive record of exhibitions and awards, and his work has been shown in over 70 national and international one-person and group exhibitions. Mr. Sumner previously held the position of Visual Manager for Bass Pro Corp., as well as President, Rocky Mountain College Art and Design. Mr. Sumner served as a Mayoral Appointee with the Tulsa Performing Arts Center Trust Board and is presently a Commissioner on the Advisory Commission for an Inclusive Community, City of Lakewood, CO. Mr. Sumner serves on the Boards of ANI as its current Secretary, The Lariat Loop National Scenic Byway, and was a two term president of FATE (Foundations in Art, Theory and Education) a national alliance for fine arts curriculum in higher education. He also serves on the steering committee for the Colorado Gives Day Evergreen Collaborative, a coalition of eighteen nonprofit organizations in the Colorado foothills. Mr. Sumner holds a BS in Design and Photography from the University of Michigan and an MFA in Painting and Printmaking from the University of Massachusetts.
Chief Executive Officer
BETA Healthcare Group
Chair of NIAC & AMS, Vice Chair of NANI
Tom Wander has overall responsibility for BETA Healthcare Group (BETA), the largest provider of healthcare facility professional liability coverage on the West Coast. BETA is a group self-insurance program for district, county and non-profit healthcare providers that was formed in 1979 and now covers over 250 healthcare facilities and almost 6,000 physicians. With 2017 premiums of $130 million and assets exceeding $650 million, BETA (www.betahg.com) is the fourth largest provider of medical professional liability coverage in California.
In addition to being a member of the BETA Council, the governing board of BETA, Mr. Wander is also president and a director on the board of BETAlliance Insurance Services, the attorney-in-fact for Health Providers Insurance Reciprocal, a Risk Retention Group, an affiliate of BETA, which insures over 35 medical groups and four for-profit hospitals, all in California. He is on the executive committee and board of the Medical Professional Liability Association and the board of CARESTAR, both nonprofit organizations. Mr. Wander previously served on the board of directors of the Californians Allied for Patient Protection (CAPP), is past-chairman of the Hospital Insurance Forum (HIF), and was a member of the legislative committee for the California Association of Joint Powers Authorities.
Before joining BETA in 1993, Mr. Wander was a management consultant for twelve years, including serving as vice president and principal of Towers Perrin (now Willis Towers Watson), where he managed its worldwide Risk Management Consulting Practice.
Mr. Wander earned both his Bachelor of Business Administration and Master of Business Administration from the University of Wisconsin-Madison, specializing in finance and risk management. He is a Chartered Property and Casualty Underwriter, an Associate in Risk Management, and a Certified Employee Benefits Specialist.
Chief Executive Officer
Oak Grove Center, Murrieta, CA
Vice Chair of NIAC
Tammy Wilson is the CEO of Oak Grove Institute Foundation, Inc., Murrieta, CA, a NIAC member since 2011. Oak Grove Institute is a residential treatment facility geared toward helping at-risk youth and special needs children on a budget of $19 million and 375 employees. Ms. Wilson has served as Executive Director and Program and Clinical Director for Oak Grove since 1991. Prior to this, she was a Program Director at multiple hospitals and psychiatric facilities, all dealing with adolescents and children. Ms. Wilson also serves on the Board of Hope Through Education. She holds a BA in Psychology from Biola University, an MS in Counseling from CSU Fullerton and received her Marriage and Family Therapist designation in 2000.
R. Lawrence Bacon
Bacon & Company, Carmel, CA
R. Lawrence Bacon served the Nonprofits Insurance Alliance Group faithfully and well for nearly 25 years. He served as Chair of all of the companies during his tenure with us and now serves all companies as Chair Emeritus. Mr. Bacon is the principal of Bacon & Company, an investment advisory firm formed in 1992. He previously was a member of the Board of Directors and Senior Vice President of the Chase Manhattan Trust Company of California, N.A. and served as Managing Director and Senior Investment Officer of the San Francisco office. Prior investment experience spanned 24 years at Wells Fargo Bank in San Francisco and the Export-Import Bank of the United States in Washington, D.C. He has managed portfolios for insurance companies and other corporations, for foundation and endowment funds, and for corporate pension and profit sharing plans. Community activities include serving as a member of the Investment Committee for the University of California, San Francisco Foundation. Mr. Bacon graduated from Stanford University with a BA Degree and earned his MBA Degree from the Harvard Business School.
Wilson M. Jones
Chief Operating Officer, Retired
BoardSource, Washington, DC
Wilson M. Jones served the Nonprofits Insurance Alliance Group with gusto for 17 years. He served as Chair of ANI, NANI and AMS during his tenure with us and was honored with the title of Chair Emertis upon his retirement from the boards. Mr. Jones served as Executive Vice President and Chief Operating Officer of BoardSource since 2001. He provided executive leadership and oversaw various BoardSource functions, including the development and marketing of new product lines and web-based services, implementation of programs to support BoardSource’s partnerships and collaborative efforts, and enhancement of BoardSource’s integrated programmatic, financial, administrative, and technology management systems. Prior to that position, Mr. Jones served in senior management posts at the IBM Corporation and The Aspen Institute, where he served as Director of Corporate Relations, and is a former Senior Fellow. He has extensive general management, marketing, organization planning and executive education development experience in both domestic and international environments. Mr. Jones holds a BA in Psychology from Howard University and a MS in Business Policy from the Columbia University Business School.
Charitable Connections, Inc., Atlanta, GA
Michelle was a valuable board member and friend to our organization and many others. Her passing on April 26, 2017 leaves us with heavy hearts but fond memories.
Michelle Uchiyama was the President & CEO of Charitable Connections, Inc. based out of Atlanta, GA, an ANI member since 2012. The organization’s mission is to build the capacity of leaders and exempt organizations while impacting communities through philanthropy and social ventures. Michelle joined Charitable Connections, Inc. in 1997. Prior to her current service, she worked extensively with IBM as a customer center marketing representative and as a business partner representative. Ms. Uchiyama served on the board of The Fuller Center for Housing of Greater Atlanta for 2 years and was the South Task Force Chair of the Presbyterian Committee on the Self Development of People. Michelle holds a Bachelors Degree in Marketing and Communication from the Rochester Institute of Technology as well as a Masters in Business Administration with an emphasis on Finance and Corporate Strategies from University of Houston.