Leadership

Pamela E. Davis

Pamela E. Davis is the founder, president and chief executive officer (CEO) of 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, 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.

Carlos Ballesteros

Carlos Ballesteros is the Chief Financial Officer and Treasurer for Nonprofits Insurance Alliance (NIA). He is a Certified Public Accountant and accomplished executive, with a proven track record of nearly 20 years of technical, operational, and strategic finance experience.

Prior to joining the NIA Senior Leadership team, Mr. Ballesteros spent 10 years at Green Dot Corporation (NYSE: GDOT) in many finance roles that culminated as the Vice President of Finance, where he led the financial planning and analysis team and spearheaded company initiatives. During his tenure, his responsibilities spanned from technical accounting, financial reporting, budgeting, multi-year forecasting, strategic planning, capital allocation, leading financial transformation initiatives, and investor relations. He was also the executive sponsor of an employee resource group advocating for diversity, retention, and professional development.

Before leading finance organizations, Mr. Ballesteros spent nine years at Ernst & Young LLP in the audit practice, where he led local and multinational teams as a Senior Manager primarily within the real estate, hospitality, and construction sectors. He also completed a 19-month advisory rotation at The Walt Disney Company, leading a successful review and improvement of internal processes across all business components. Additionally, he spearheaded the recruitment efforts for the audit practice, with a particular focus on diversifying the outreach strategy.

Mr. Ballesteros lives in Pasadena, CA, with his wife and two children. When not working, he enjoys playing with his kids, traveling, cooking, watching football, running, hiking, and snowboarding.

Melissa Dalske

Melissa Dalske is the Chief Experience Officer (CXO) for Nonprofits Insurance Alliance (NIA), guiding the Member and Broker Services Team. She brings 20 years of insurance industry experience to her role with the organization. 

Prior to joining the NIA Senior Leadership Team, Ms. Dalske has held leadership and management roles with national insurance brokerages, including Bank of America, Wells Fargo, Partners Specialty Group, and Lamb Insurance Services. She is a graduate of West Chester University of Pennsylvania and holds a B.A. in Music and Communication Studies. She earned her CIC designation from The Society of Certified Insurance Counselors in 2011.  

Ms. Dalske lives outside of Philadelphia with her husband and children. In addition to her professional career, she enjoys volunteering her time to the local school district music and theater programs and supporting the arts in her community. 

Dave Gibson

Dave Gibson is Chief Claims Officer (CCO) for Nonprofits Insurance Alliance. Mr. Gibson brings more than 30 years of experience in the insurance claims industry, and has held management positions for most of that time with Universal Underwriters Insurance Company, Zurich Direct Markets, and Philadelphia Insurance Companies. He holds a Bachelor of Arts degree in Psychology from Rutgers University. His most recent nonprofit service has been as a youth soccer coach in Rocklin, California, for recreational, select, and competitive teams.

Dusti McKeown

Dusti McKeown is the Chief Underwriting Officer (CUO) for Nonprofits Insurance Alliance (NIA), leading our team of dedicated underwriters as they serve our member organizations.

Ms. McKeown brings more than 30 years of insurance industry experience to the Senior Leadership team, including roles in organizations such as Aetna, Crump E&S Insurance Services, Dwyer & Associates, and WM Kelly & Associates.

Since joining NIA in November 1999, Ms. McKeown has held various leadership positions throughout the underwriting department and has been instrumental in the growth and development of the underwriting team.

Ms. McKeown lives in Santa Cruz County, where she raised her three children. In addition to her career, she enjoys reading, dancing, art, gardening, and volunteers at the local school library and with youth athletic leagues.

Chris Reed

Chris Reed is an experienced corporate attorney and business advisor, with expertise in corporate matters, contract law, all aspects of IP law, employment law, and insurance. He is an experienced investigator, having worked for the United States Senate Permanent Subcommittee on Investigation.

Mr. Reed is an expert with software tools and relevant laws governing discovery and matters of privilege. He is also a member in good standing of the California Bar and a registered Patent Attorney with the U.S. Patent and Trademark Office.

Prior to becoming an attorney, he spent 20 years as a software engineer, and is named as an inventor on two granted patents that underlie aspects of artificial intelligence, security, and network communication.

Mr. Reed has held prior roles with the University of California, Electric Power Research Institute, Nokia, the U.S. Senate, and Borland. He has earned a Bachelor of Science degree Electrical Engineering from San Jose State University and a JD from Monterey College of Law.

His volunteer work includes standards creation and implementation for the Institute of Electrical and Electronics Engineers, including being a founding participant in the 2030 Smart Grid standard used today across the world and leading the data modeling subcommittee on that standard. He is also mentoring students at Monterey College of Law who are preparing for the California Bar Exam, and students at San Jose State University Engineering who are considering going to law school.

Jean-Francois Roy

Jean-Francois “JF” Roy is the Chief Information Officer (CIO) for Nonprofits Insurance Alliance. He is an accomplished Technology executive with a proven track record of over 25 years of software and hardware engineering, business operations and optimization.

He has led technology organizations in several high-profile companies in Silicon Valley. 

Prior to joining the NIA Senior Leadership team, Mr. Roy spent 16 years at TIBCO Software Inc, in many roles that culminated with the role of Corporate Vice President of Engineering, where he led two engineering teams for EBX (a data management platform) and the Fulfillment Orchestration Suite (a complex transaction and connectivity suite for the TELCO market).

Before leading engineering groups, Mr. Roy also led TIBCO’s product management operations group, and has spent time creating and leading TIBCO’s technology alliance practice, M&A business and people integration, along with training and certification.

In addition to his professional career, Mr. Roy is actively involved with Saint Matthew Catholic School and its community. 

Mr. Roy lives in San Mateo, CA, with his wife and their three children. When not working, he enjoys computer building, basketball, and baseball. 

Starr Thompson

Starr Thompson is the Chief People and Administration Officer for Nonprofits Insurance Alliance.  Prior to joining the group, Ms. Thompson led overall human resources strategy, talent acquisition, leadership development, and DEI strategy as vice president of human resources for Fitness Club Management, the largest franchise company of Crunch Fitness Gyms.  Prior to that, Ms. Thompson held positions as director of human resources at The Medical Group Executive Services, and human resources manager at Lemonade Restaurant Group.

In addition to her professional work, Ms. Thompson is a member of the Society of Human Resources Management, the National Human Resources Association, and Professionals in Human Resources Management; and she enjoys sharing her expertise in human resources management as a mentor to young professionals.

Ahndrea Blue

Ahndrea Blue is the President & CEO of Making A Difference Foundation (Tacoma, WA) an ANI member since 2022, with 22 employees, 50 volunteers and a budget of $8 million. Making A Difference Foundation is a nonprofit, charitable organization with the mission to make a difference in the lives of others, one person at a time, by helping them acquire the most basic needs: food, housing, encouragement, and opportunity. 

Ahndrea is also the president and CEO of Pinnacle Equities Investments, a private equity investment firm. Prior to establishing her own business, Ahndrea was the Washington States Governor’s Executive Policy Advisor and Legal Counsel. 

Additionally, she worked for the Urban League of Metropolitan Seattle as their Chief Operating Officer, and was an attorney at law for Lee, Smart, Cook, Martin & Patterson. 

Ahndrea has a Bachelor of Arts degrees in African American Studies and Society and Justice, from the University of Washington, receiving quarterly and yearly honors. She also obtained her Juris Doctorate, from the University of Washington, School of Law. Ahndrea has a wealth of professional and scholastic honors, including Washington State Bar Association, YLD, Thomas Nevelle Pro Bono Award; Minority Academic Achievement Scholarship; Derrick Bell Academic Achievement Award; Earl Warren Legal Academic Achievement Scholarship; Royal Esquire Academic Achievement Scholarship; Myra Davis Hemming Academic Achievement Award; Black Professional Aeronautical Academic Achievement Award; Alpha Phi Sigma Honor Society; Minority Affairs Black Achievement Award.

Kristin Bradbury

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

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

Pamela E. Davis is the founder, president and chief executive officer (CEO) of 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, 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.

Carolyn Day

Carolyn Day is the Executive Director of Black United Fund of Illinois, Inc. (BUFI), a Chicago-based ANI member since 2022.  

BUFI is an independent affiliate of the National Black United Fund. Designed to improve the quality of life of Black People through self-sufficiency at the local level. BUFI has worked for over 35 years throughout Chicago, the South Shore Community, and other state of Illinois communities.

Carolyn has broad communication skills, the ability to work cross-functionally and help organizations succeed.

She serves as a board member for both Chicago Access Network Television (CAN TV) and South Side Community Art Center (a National Treasure).

Carolyn is an avid volunteer for servicing disabled persons, including children and adults. 

She received a M.Ed. in Educational Psychology from Loyola University, Chicago, IL and a BS in Communication Disorders from Lincoln University, Jefferson City, MO.

Carolyn is also a Licensed Speech Therapist in IL and Council Member of the State of Illinois African American Employment Policy Council.

Danilo Garcia

Danilo Garcia is the Chief Financial Officer of the Alliance for Children’s Rights, a NIAC member since 2019, with 60+ employees, over 600 volunteers, and an operating budget of $9M. The Alliance for Children’s Rights provides free, holistic legal services and advocacy to youth and families impacted by child welfare and juvenile justice systems in Los Angeles County and works to enact policy changes statewide. Mr. Garcia oversees operations, risk management, strategic planning, and the overall financial viability of the agency. 

Before that, Mr. Garcia was the Finance Director of A Place Called Home in south Los Angeles. 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 to succeed in school. 

Mr. Garcia holds a Master of Business Administration (Finance Emphasis) from Cal Poly Pomona, a bachelor of science degree in Business Administration (Finance emphasis), and a minor in Economics from Cal State Los Angeles.

Debra Gore

Debra Gore is the President and CEO of the Greenlining Institute, a NIAC member since 1994 based in Oakland, CA.

The Greenlining Institute is committed to building a just economy that is inclusive, cooperative, sustainable, participatory, fair, and healthy. Their multifaceted advocacy efforts address the root causes of racial, economic, and environmental inequities in order to meaningfully transform the material conditions of communities of color in California and across the country.

Debra has over 25 years of leadership experience in nonprofit and private research universities and over ten years of private sector business development expertise having worked in investment banking, international infrastructure development and engineering.

She is a tireless advocate for ethical and responsible management of mission-driven organizations employing the highest commitment to excellence, performance, and integrity.

Debra received her BS in Management Sciences and MBA in finance from Stanford University, Palo Alto, CA.

She serves on multiple nonprofit and foundation boards that work to serve communities whose works include criminal justice, nonviolence, youth educational opportunities, supporting young adults in sports and economic opportunity.

Ann Marie Gothard

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

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.

Edward G. Haik

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 Harrington

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.

Rachel Katz

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).

Martha Marcon

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 S. Maydeck

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.

Sarah Newkirk

Sarah Newkirk is the Executive Director of the Land Trust of Santa Cruz County, Santa Cruz, CA, a NIAC member since 2011.

The mission of the Land Trust of Santa Cruz County is to protect, care for, and connect people to the extraordinary lands that make this area special. They protect both working lands, like farms and timberland, and natural lands with high conservation value – thus protecting water supplies, wildlife habitats, and open space.

Before joining the Land Trust, Sarah worked with the Nature Conservancy as their Director of Disaster Resilience.

Sarah holds a JD (magna cum laude) from Pace University School of Law, White Plains, NY and a MS in Marine Environmental Science from Marine Sciences Research Center, S.U.N.Y. at Stony Brook, Stony Brook, NY.

She served as Law Clerk to the Hon. Thomas Griesa, District Judge, Southern District of New York, was the first Schwartz Public Policy Fellow with the Natural Resources Defense Council, and has worked as a litigator, policy advocate, and researcher with a wide range of environmental NGOs in both New York and California.

Shaun Powers

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.

Gregory C. Scott

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.

Trudy Soucoup

Trudy Soucoup is the CEO of Homes First (Lacey, WA) an ANI member since 2006, with eight employees, two volunteers and a budget of $1.2 million. The mission of Homes First is to provide safe, healthy, affordable rental homes for those who need them most. Homes First has helped over 4,500 low and very low-income community members find rental housing with a landlord who treats them with respect. 

Trudy was awarded 2019 Exceptional Woman of the Year by the South Sound Soroptimists and has served as the past Co‐Chair of Thurston Thrives Housing Action Team, the past Fund Development Chair of the South Puget Sound Habitat for Humanity Board of Directors and as the past Marketing Chair of the South Sound Partners for Philanthropy. She is currently serving as the Vice Chair of the Washington State Employees Credit Union Board of Directors and of the Washington Nonprofits Board of Directors. 

Trudy holds an MA in Organizational Leadership from Chapman University College, Lacey, WA and a BS in Education Equivalency Granted from Josef Silny and Associates, Inc., International Education Consultants, San Francisco, CA.

Michael Shaver

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.

Dave Tatlock

Dave Tatlock is the Managing Director of Strategic Risk Solutions Vermont. He has served as Assistant Secretary of both ANI and NANI since 2024.

He has over 35 years of accounting experience, with more than 30 years in the insurance industry as an auditor, captive manager, and CFO. He also has extensive experience with commercial insurance companies — including NAIC regulatory filings and statutory accounting.

Mr. Tatlock joined SRS Vermont in 2014, and he now oversees a team of captive management professionals, managing a portfolio of single parent, group, RRG, and sponsored captive insurance companies domiciled in Vermont and Connecticut.

His duties include financial reporting, regulatory filings, coordination of external audits and examinations, and other compliance activities, as well as initial licensing and setup of new captive programs.

Prior to joining SRS Vermont, Mr. Tatlock was Chief Financial Officer with Co-operative Insurance Companies, a position he held for 14 years. In that role, he was responsible for all aspects of financial management and reporting for the $70 million property/casualty insurance company based in Middlebury, VT.

Mr. Tatlock started his career in auditing and spent 13 years as an auditor in Vermont, including leading the Vermont office of Johnson Lambert.

He holds a bachelor’s degree from SUNY Geneseo and is a Certified Public Accountant in the state of Vermont, as well as a chartered property casualty underwriter.

Christine Westbrook

Christine Westbrook is the CFO of Goodwill Central Coast (Salinas, CA) a NIAC member since 2010, with 529 employees, and a budget of $41.6 million. 

Goodwill Central Coast builds lives, families, and communities by helping people with employment needs become successful, supported by innovative enterprises that preserve earth’s resources. They believe that everyone has the right to work, but for many individuals the obstacles to employment are too high to overcome alone. Obstacles like homelessness, military service, single parenting, incarceration, addiction, and job displacement can define a person’s identity, even when they have so much more to offer. Each year they assist job seekers get back to work and reclaim financial and personal independence. They provide a positive learning environment that creates brighter futures through connecting people to meaningful work.

Christine came to Goodwill with more than twenty years’ leadership experience in the for-profit realm. Christine has an MBA in Finance from Golden Gate University and a BFA from the University of Southern CA. Christine is the treasurer of Lyceum of Monterey has volunteered with VITA (Volunteer Income Tax Assistance), Monte Vista Christian School, and Junipero Serra School.

Tammy Wilson

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

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

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 Emeritus 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.