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.

Jack Brown is the President & CEO of CORE Services Group, Inc., a minority-governed & minority-operated, New York City-based, ANI member since 2020 which provides permanent and transitional residential services. Under Mr. Brown’s leadership CORE grow from a single emergency residence for persons living with HIV/AIDS into a mature nonprofit agency with annual revenue in excess of $250 million per year. CORE programs-residential and supportive services-provide a safe bed and nutritious meals to more than 4,000 of NYC’s and Washington, D.C.’s neediest and most vulnerable citizens every night. CORE continues to grow and was recently awarded a transitional housing contract in Miami, Florida. Mr. Brown has previously held the positions of Vice President at the GEO Group Inc. and Sr. Vice President at Correctional Services Corporation. He is the Vice-Chairman of the Hyde Leadership Charter School’s Board of Directors and a member of many organizations including the National Association of Blacks in Criminal Justice, the American Correctional Association the International Economic Development Council & the Urban Land Institute. Mr. Brown holds a Master of Science in Community Economic Development from SNHU and a Master of Science in Social Work from Columbia University – Columbia School of Social Work.

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 is the founder, president and chief executive officer (CEO) of the Nonprofits Insurance Alliance (NIA), which includes Nonprofits Insurance Alliance of California (NIAC); Alliance of Nonprofits for Insurance, Risk Retention Group (ANI); a captive property reinsurer; and a management company. All companies in NIA are 501(c)(3) tax-exempt nonprofits.

In 2021, Ms. Davis was named for the second time to The NonProfit Times’ Power & Influence Top 50 list which recognizes innovative leaders and visionaries of the nonprofit sector. She first appeared on the Top 50 list in 2002. In 2017, Ms. Davis 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 NIA was selected as one of The Bay Area News Group’s Top Workplaces. In 1997 and 2010, Ms. Davis and the NIA were featured in the documentary series Visionaries, which airs on PBS stations nationwide. In 2008, she was named a “Women of Influence in Silicon Valley” by the Silicon Valley Business Journal, and in 2000, Business Insurance named Ms. Davis one of the 100 Leading Women in the insurance industry, and in 2006, 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, Ms. Davis received the first-ever Award for Policy Innovation from The Goldman School of Public Policy, UC Berkeley. She holds a BA with highest honors in economics from the University of California, Santa Cruz, and an MA in public policy from the University of California, Berkeley.

NIA has been assigned an A IX (Excellent) rating by AM Best, and was named Best Overall Insurance Provider for Nonprofits in 2021 by Investopedia. Together, the NIA companies have assets of more than $713 million and a surplus of more than $272 million. NIA insures and provides risk management services for more than 24,000 tax-exempt nonprofits in 32 states and the District of Columbia. NIA was founded in 1989.

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.

Ann Marie Gothard is the Vice President of Global Corporate Media Relations for Henry Schein, Inc. which is a global distributor of health care products and services to office-based dentists and medical practitioners. With a presence in 31 countries, the company is a Fortune World’s Most Admired Company and named one of the World’s Most Ethical Companies by Ethisphere. Ms. Gothard leads all strategic media relations for the company’s corporate brand, including its core business units and Henry Schein Cares, the company’s global corporate social responsibility program. Prior to joining Henry Schein, Ms. Gothard was Senior Director, Communications Strategy, for EmblemHealth; led marketing and communications for The Mount Sinai Medical Center, global communications and branding for ORBIS International, internal and business communications for Aetna, and held leadership positions at several boutique PR firms, representing both nonprofit and for-profit clients. Ms. Gothard is an experienced board director, advisor, executive sponsor, and mentor. Through these roles, she has embedded her passion for diversity, inclusivity, and equity to create cultures and opportunities for everyone to thrive and excel. Ms. Gothard holds a B.A. in government from Georgetown University.

S. Orlene Grant is the President and CEO of the Juanita C. Grant Foundation, Inc. (JCGF), Capital Heights, MD, an ANI member since 2019. JCGF is a national non-profit providing programs and services at the local level to improve the quality of lives for older adults through economic development, education and training. JCGF provides elder abuse and financial fraud prevention training, workforce training, and a structured outreach call service to eliminate social isolation and loneliness of older adults. Ms. Grant established JCGF in 2014, in honor of her mother, Juanita C. Grant, MSW. Ms. Grant also founded The Grant Group, LLC (TGG) in 2008, a healthcare management consulting firm uniquely positioned with subject matter experts core capabilities in community engagement, environmental scans, surveys, collaboratives, and strategic planning. She has previously held executive positions at DC Primary Care Association, Delmarva Foundation for Medical Care, Dept. for Mental Health, Mental Retardation and Substance Abuse Services at Northern Virginia Mental Health Institute, and the DC Commission on Mental Health Services. She currently serves as the inaugural chair of the Virginia Fairfax County Long Term Care Coordinating Council’s Equity in Aging and Disabilities Committee. She has also served in the National Association of Healthcare Senior Executives and the Arlington Virginia Healthy Food Access Coalition. Ms. Grant holds an MSN in Community Mental Health and Psychiatric Nursing and a BSN Science of Nursing from the Indiana University-Purdue University, Indianapolis, Indiana.

Avnish Gupta is the Chief Operations Officer 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 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.

Joseph “Joe” Harrington is a board member of New Leaf Ethiopia Foundation (NLEF), Clements, CA, a NIAC member since 2021. NLEF operates exclusively for the benefit of people who reside in Ethiopia. The create sustainable improvements in health and community well-being in Ethiopia by recruiting and deploying local and international resources to support public institutions and local projects that empower individuals and communities. Mr. Harrington has spent over 35 years as a hospital CEO in addition to 20 years on the board of California Healthcare Insurance Company, a Risk Retention Group. He served as the CEO of Healdsburg District Hospital, Lodi Memorial Hospital, St. John’s Pleasant Valley Hospital and Bullhead Community Hospital and held positions with Silver Ridge Village and Grandview Health Care, Inc. Mr. Harrington has served as a on many board of directors such as the Lodi Memorial Hospital Foundation, Lodi Area Chamber of Commerce, Hospital Council of Northern and Central California, California Hospital Association, and California Hospitals Insurance Company. Mr. Harrington holds an MS in Health Services Administration from Gannon University and a BS in Secondary Education from Pennsylvania State University.

Charmian Hauck is the Chief Financial Officer for AltaSea at the Port of Los Angeles, Los Angeles. AltaSea is dedicated to accelerating scientific collaboration, advancing an emerging blue economy through business innovation and job creation, and inspiring the next generation, all for a more sustainable, just and equitable world. Charmian is a hands-on CFO with more than 20 years of expertise in the nonprofit sector. She is a lifelong San Pedro resident, mom of two young adults and two dogs, and is passionate about the ocean and environmental causes. She began her finance career in public accounting and transitioned to the world of corporate finance where she successfully managed the accounting departments of $5 to $500 million companies across various industries. Charmian has served as CFO for many prominent Los Angeles area nonprofits, becoming known for creating solutions to process inefficiencies, upgrading systems, building strong teams and streamlining accounting functions.

Charmian is a graduate of the Chadwick School and Marymount College in Palos Verdes. She holds a Bachelor of Science Degree in Accounting from Loyola Marymount University as well as being a licensed Certified Public Accountant. Charmian has served as a member of the Amazon Business Customer Advisory Board for the nonprofit sector and as a member of the Boys & Girls Clubs of America CFO Roundtable.

Rachel Katz is Finance and Administration Director of California Pan-Ethnic Health Network (CPEHN), a NIAC member since 1998. Based in Oakland, CPEHN works to build a unified, inclusive movement to achieve health equity, and has been instrumental in establishing and leading statewide coalitions like Having Our Say. Ms. Katz specializes in building the strength and effectiveness of organizations, especially in times of growth. In her current role she oversees finance, human resources, technology, office operations, and grants administration. Prior to joining CPEHN, Ms. Katz has provided nonprofit management at a variety of organizations over the last twenty years including the Asian Pacific Institute on Gender-Based Violence, Global Student Embassy, The Mosaic Project, and as a founding member of Dancing Rabbit Ecovillage. She has a BA in Feminist Studies from Stanford University and MS in Biology from Truman State University (Kirksville, Missouri).

Jeffrey Kenneson heads up the US captive operations for Davies Captive Management (“Davies”) and is responsible for the business development efforts. Davies is the 5th largest captive manager in the world as ranked by Business Insurance. With over 30 years of captive management experience, Mr. Kenneson is well versed in the formation and ongoing management of all types of captives domiciled throughout the US, Barbados, Bermuda, the British Virgin Islands and the Cayman Islands. He has formed and managed over 100 captives, ranging from single parent captives to risk retention groups to association captives to sponsored captives and has experience in all domiciles. Mr. Kenneson has been a past speaker at a number of trade organization conferences on various topics related to captive insurance. He has his CPA license and holds the CPCU and ARM designations. He graduated from the University of Vermont with a B.S. in Business Administration with a concentration in Accounting while being a three-year starter on the varsity baseball team and the recipient of the Ralph LaPointe Award for outstanding contribution to the UVM baseball program.

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.

Daniel Maydeck is the President & Chief Executive Officer of Haynes Family of Programs, La Verne, a NIAC member since 2016 with a budget of $30 million, 475 employees and over 700 associates across the state. The Haynes Family of Programs provides specialized treatment and educational services to children with special needs relating to emotional development, autism, Asperger’s Disorder, learning disabilities, neglect and abandonment. In 2011 Mr. Maydeck was recognized as an Unsung Hero Honoree by Brightest Star Inc. for his efforts to bring positive change to the lives of abused and abandoned children in our communities. Mr. Maydeck is past Chair of the California Alliance for Children and Family Services and serves on the Executive Committee of the California Association of Private Special Education Schools and Agencies. He is a Rotarian and holds an MBA from the University of Phoenix.

Meghan McGowan is the Chief Operating Officer for League to Save Lake Tahoe aka: Keep Tahoe Blue, South Lake Tahoe, a NIAC member since 2009. Keep Tahoe Blue has a budget of $2.4 million 20 employees and 625 volunteers. It is a solutions-oriented team of Tahoe advocates who use innovation, boots on the ground action and a unique, holistic approach to solve the environmental challenges threatening the lake. Ms. McGowan has held diverse positions including Special Projects Manager to US Senator Harry Reid, Deputy Director of a professional association, and professional consultant and Human Resources Director for John Kerry for President. Ms. McGowan is an independent review panelist for Alliance for Workplace Excellence and on the Northern Nevada Human Resources Association, Best Places to Work Committee. She holds a M.A. in Organizational Sciences, Human Resource Management from George Washington University.

Dalena McGrew is the Director of Finance and Operations of Military Family Advisory Network (MFAN), located in Alexandria, Virginia. An ANI member since November 2018, MFAN bridges the connection for military families to the resources, people and information they depend on to successfully navigate military life. At MFAN, Ms. McGrew manages operations and develops strategic financial budgeting and organizational management by building and overseeing a $1.2M budget. She joined MFAN from Blue Star Families, Inc., where she was the senior financial manager. Prior to joining Blue Star Families, Ms. McGrew spent five years as a civilian employee at the Department of the U.S. Army, where she worked for the Garrison, Force Management Support Agency, and for a multi-compo Army Division. As an Army spouse of over 10 years, Ms. McGrew has personally experienced several of the large challenges many military spouses face. She received the Yellow Rose of Texas, given by Governor Rick Perry of Texas to outstanding women for their contributions to the greater community. She received her BBA – Accounting from the University of Wisconsin, Milwaukee and holds a MS (Accountancy) from the University of Kansas, Lawrence.

Shaun Powers is the Chief Financial Officer of Center for Developmentally Disabled (CDD), a Kansas City, Missouri nonprofit dedicated to providing housing, residential care, day habilitation and personal care assistance programs 365 days per year to adults with developmental disabilities in the greater Kansas City area. An ANI member since October 2018, CDD currently has 356 employees and a $13 million budget. Mr. Powers has been active in nonprofit management for 17 years with two different organizations, working with board leadership in strategic planning, risk management, fiscal management, and overall governance of organizations. He previously served as Operations Director for eight years at The Villages in Topeka, Kansas. Mr. Powers holds a BS in Business Administration and Economics from the University of Kansas, Lawrence.

Sam Schultz is the Chief Financial Officer of Georgetown Healthcare System, Inc. dba Georgetown Health Foundation (GHF), an ANI member since 2017. Located in Georgetown, Texas, GHF supports community nonprofit organizations offering a range of safety net services in the community ranging from primary health care to emergency shelter. GHF’s work is grounded in its community’s rich healthcare history which dates back to the opening of the first Community Hospital in 1924. GHF has an annual budget of $7 million with seven employees and 150 volunteers. Mr. Schultz has 35 years of experience in accounting, the past 25 in healthcare. He is responsible for the operational and financial activities of the organization. Mr. Schultz served as Controller of Georgetown Hospital and Georgetown Health Foundation for seven years prior to assuming his responsibilities as Chief Financial Officer of the Foundation in 2007. He is also a Board member and Trustee of the Texas Hospital Association (THA) Retirement Plan which manages a Master Trust portfolio of approximately $600 million. Mr. Schultz received his Accounting degree from the University of South Dakota.

Gregory C. Scott is the President & Chief Executive Officer of Community Action Partnership of Orange County (CAPOC), a NIAC member since 1991 which operates on a budget of $25 million with 125 employees and over 500 volunteers. Mr. Scott brings 20 years of vision and executive leadership in economic and community development, having most recently served as the President and CEO of New Directions for Veterans. He has worked extensively in the private and nonprofit sectors, focusing on social justice, diversity, education, youth development, poverty, financial stability, food and hunger, affordable housing, homelessness and veteran issues. A longtime Orange County resident, Mr. Scott currently serves on the Board of Directors for the Anaheim Workforce Development Board, Southern California Counseling Center (SCCC), African American Board Leadership Institute (Marketing Committee), and has served as a member of the Board of Directors for the Orange County YMCA Community Services Branch, Holman Community Development Corporation, and the South Los Angeles Collaborative for Transitional Aged Youth. He holds a BA from William Paterson University and MS in Community Economic Development from Southern New Hampshire University.

Michael Shaver is the President and CEO of Children’s Home & Aid Society, a Chicago-based ANI member since July 2019. A longtime advocate for children and a recognized leader in the child welfare field, Mr. Shaver has extensive experience in developing collective impact strategies. He served as the President & CEO of Children’s Home Society of Florida from 2014 to 2019. Prior to that Mr. Shaver was the Chief Operating Officer and Executive Vice President of Children’s Home & Aid. He also worked for the Illinois Department of Children & Family Services from 1998 to 2003, serving in a variety of roles including the Deputy Director of Budget, Research and Planning. Mr. Shaver has also acted as Chair of the Public Policy Committee while serving on the Board of the Children’s Home Society of America. He earned a MA in Public Policy from the University of Chicago, Irving B. Harris School of Public Policy and a BA in Political Science from Colorado College.

Stephen Sumner is a Board Member of Bootstraps, Inc., an ANI member since 2010. Until the end of 2019 he served as the Executive Director of Center for the Arts Evergreen, Inc., a nonprofit Community Art Center. 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 Board of ANI as its current Chair, 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.

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 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 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.