Dr. Pam Alvarez joined the University of South Florida School of Social Work in 2019 as an Instructor with a focus on macro practice and social welfare policy. For the last 25+ years, Dr. Alvarez has worked on the administrative and leadership side of child-serving systems, most recently serving as the President and CEO of BAYS Florida, a statewide, nonprofit, juvenile justice organization and an ANI member since 2014. She joined BAYS in June 2010. Dr. Alvarez 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. She also serves as an adjunct faculty member of the University of Phoenix.

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.

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 member companies of the Nonprofits Insurance Alliance, 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 NIA are 501(c)(3) tax-exempt nonprofits. The Alliance has been assigned an A VIII (Excellent) rating by A.M. Best. Together, they have assets of more than $530 million and surplus of more than $204 million. The Alliance insures and provides risk management services for more than 19,000 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 was selected as one of The Bay Area News Group’s Top Workplaces. In 2010, Ms. Davis and the Nonprofits Insurance Alliance 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.

Edward Durkee is the President and CEO of Goodwill Industries of Central Florida. Most recently, he served as President and CEO of Goodwill Central Coast in Santa Cruz, California, a NIAC member since 2010. With over 16 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. Mr. Durkee currently sits on the Goodwill Industries International Board of Directors and serves on the Monterey Bay Economic Partnership Board of Directors. Mr. Durkee received both his Master of Arts in Journalism and a BA in Philosophy and Political Science from Indiana University.

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.

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.

Rhonda Gillenwaters was a reinsurance broker for over 30 years, most recently serving as Senior Vice President of Willis Re where she provided reinsurance solutions to insurance company clients, including financial analysis, risk management and mitigation, and program design and implementation. Ms. Gillenwaters is a volunteer with the East Bay College Fund, an Oakland organization providing college access and persistency support to low-income and first-generation high school students. She is currently on the Board of Aurora School, another Oakland institution, serving two years as President and presently as Secretary. Ms. Gillenwaters holds a degree in English from Carleton College.

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.

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).

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.

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.

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.

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.

Nikki Pope is the President and Director of The Pruno Fund, Chicago, IL, an ANI member since May 2018. The Fund’s mission is to help exonerated men and women succeed in transitioning from prison to life on the outside. The 10 volunteers of the Fund accomplish its mission on an annual budget of $49,000. Ms. Pope was chosen in June 2018 as the new Managing Director of the High Tech Law Institute at Santa Clara University School of Law. Prior to her current position, Ms. Pope practiced law for many years as an Associate at Cooley and participated in the Honors Program in the Antitrust Division of the US Department of Justice. Before earning her JD from Santa Clara Law, Nikki held positions in sales, marketing and advertising with a number of corporations, including Corning, J. Walter Thompson, Ketchum Advertising, American Express and Comcast. Ms. Pope holds an MBA from the Kellogg School of Management (Evanston, Illinois) and a BS from Carleton College, Northfield, Minnesota.

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.

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.

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.

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).

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.

Dane Nicholas Spurill is a finance leader with over 16 years experience and currently serves as the Director of Global Cash and Banking at Nike, Inc. Prior to Nike, Dane was the Head of Treasury at Eventbrite Inc, where he led the firm’s banking, capital market, and risk strategy through IPO. His venture into technology and innovation began at Google, where Mr. Spurill managed treasury and business risk for some of the firm’s largest initiatives including YouTube, Real Estate and Workplace Services, and Google X from 2013-2018. An accountant by trade, Dane spent seven years at AIG Global Investment Group and three years at Berkshire Hathaway in several Investment Accounting, Risk, and Treasury management- related roles. With the majority of his career dedicated to leading accounting and treasury practices, Mr. Spurill has advised several tech companies through his consulting firm, Vaanity LLC, focusing on balance sheet optimization, treasury-SAAS migration, and risk management. Dane received his B.B.A and MBA from Hofstra University and received his CPA designation during his career as an investment accountant.

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.