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| About Us
Meet Our Consultants

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Bob Beatty, MBA
Specialist in financial management consulting and interim CFO
- More than 20 years of nonprofit and management experience
- Former Vice President, Finance, United Ways of San Diego County and Greater Los Angeles
- Adept at developing and executing highly effective turnaround and change management strategies to create synergies, unlock cost savings and enhance corporate efficiency and effectiveness
- BS, Economics, Arizona State University; MBA, Claremont Graduate University
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Susan Bowers, CFRE
Specialist in resource development consulting and interim CDO
- More than 30 years of nonprofit experience
- Has held development positions with Scripps College, Lynchburg General Hospital and United Way of Central Virginia, among others
- Certified Fund-Raising Executive (CFRE)
- BA, Political Science, Lynchburg College
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Kathleen Buehler
Specialist in resource development consulting and interim CDO
- Nearly 10 years of experience as a development professional
- Former National Development Director, United Ostomy Association and
Former Development Director, Volunteer Center of Orange County
- Fundraising generalist with experience in special event planning, corporate solicitation, board development, budgeting and database management, among other skills BA, Journalism, USC
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Carie Cable, MPA
Specialist in management consulting and interim CEO
- More than 15 years of nonprofit experience
- Former Executive Director, Asia Society Southern California Center and former Director of Special Projects, Pacific Asia Museum
- Specialist in advising foreign companies on matters relating to corporate philanthropy
- BA, Anthropology, University of Washington and MPA, Harvard University
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Marvin Cobb
Specialist in interim executive management
- Former Executive Director, California Academic Decathlon; former Executive Director, Los Angeles Sports Academy
- Has earned a reputation for visionary nonprofit leadership, volunteer facilitation, board development and fund development
- Is a team player who demonstrates exceptional leadership, interpersonal, communication and presentation skills.
- BS, USC
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Mark Friedman
Specialist in resource development consulting and interim CDO
- More than 25 years of nonprofit experience
- Former Vice President of Development for Major and Planned Giving, City of Hope National Medical Center and Beckman Research Institute; Former Vice President of Development, Jewish Community Foundation of Los Angeles
- Has developed and implemented innovative fund-raising strategies that have generated $500 million in charitable donations for a wide variety of organizations
- BS, Business Administration, California State University, Northridge; completed post-graduate studies in Communal Service at Hebrew Union College, Los Angeles
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Patricia Graves, CPA
Specialist in financial management consulting and interim CFO
- More than 10 years of not-for-profit experience
- Former Vice President of Administration and Finance/CFO, Southern California University of Health Sciences, Whittier; Former Controller, Catholic Charities of Los Angeles
- A senior finance and administration executive with more than 10 years of experience in private, not-for-profit organizations and an additional 10 years of experience as a CPA.
- BA, Business/Accounting, California State University, Fullerton
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Scott Gray, Ed.D
Specialist in organizational leadership, executive mentoring and interim CEO
- Former Executive Director, Long Beach Area Literacy Council and Former Director of Development, California State University Dominguez Hills Division of Extended Education
- Extensive experience with steadying organizations in crisis, organizational development, ethical action and organizational governance development and restructuring with thoughtful, strategic thinking and tactical action
- BA, Communications, California State University Dominguez Hills; MSc, Communication Studies, Shippensburg University of Pennsylvania; EdD, Organizational Leadership, Pepperdine University
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Carol Hass
Specialist in resource development consulting and interim CDO
- More than 10 years of nonprofit experience
- Former Deputy Director, Development, Los Angeles Gay and Lesbian Center; Former Program Coordinator, California State University, Long Beach
- Graduate, Grantsmanship Center; Graduate, Leadership L.A. and Leadership Long Beach
- BA, Speech Communication, California State University, Long Beach
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Gabrielle Hass
Specialist in management consulting, executive mentoring and interim CEO
- More than 20 years of nonprofit experience
- Former President/Executive Director, Blind Children's Learning Center
- Has served as Interim Executive Director for a number of organizations including Family Service Long Beach, Healthy Kids Coalition of Long Beach, Women Helping Women, Camp Fire USA - Orange County Council, and Orange Coast Interfaith Shelter
- BA, English and Teaching Credential, California State University, Fullerton; postgraduate work in special education at UCI and California State University, Los Angeles
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Marc Haupert
Specialist in management consulting, grantwriting, facilitation and interim CEO
- More than 30 years of nonprofit experience
- Former Executive Director, Los Angeles Shanti Foundation; Former Executive Director, Desert AIDS Project, Inc.
- As Executive Director of Desert AIDS Project, Inc., expanded the agency from a $1.9 million budget to a $5 million budget, increased paid staff from 25 to 65, and expanded medical operation from a part-time physician and one LVN to a multi-physician practice serving 800 patients.
- Completed coursework at College of the Desert and the University of Wisconsin at Madison
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Cristy Jennings
Specialist in interim executive management (interim CEO and interim CDO)
- More than 17 years of not-for-profit experience
- Former Executive Director, Fort Bend County Women’s Center; Former Director of Resource Development, Houston READ Commission
- Has developed a reputation for organization, board and staff development; fund-raising and business development; marketing program development and general management
- Has completed continuing education coursework in nonprofit management at the University of Texas, Austin
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Janet Levine
Specialist in resource development consulting and interim CDO
- More than 20 years of not-for-profit experience
- Former Vice President, University Advancement, California State University Dominguez Hills; former Dean, External Relations and Executive Director, Foundation, Pasadena City College
- Extensive experience in board development and developing comprehensive fund-raising programs
- BA, Hofstra University; MBA, Pepperdine University
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Joan McBride, CFRE, FAHP, MBA
Specialist in management consulting, facilitation and training, including resource development and organizational planning
- More than 20 years of nonprofit experience
- Former Executive Director, Corona Regional Medical Center Foundation and Former Development Officer, Hoag Hospital Foundation.
- Certified Fund-Raising Executive (CFRE) and Fellow, Association of Healthcare Philanthropy (FAHP)
- BA, University of California, Irvine; MBA, California State University, Long Beach
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Katharyn Muniz-Bandoni
Specialist in interim executive management
- More than 14 years of not-for-profit experience
- Former Executive Director, Academy of Business Leadership; former management consultant, Steps to Healthy Living Campaign
- Has earned a reputation for organizational management, collaborative leadership, innovative problem solving, board development and annual fund-raising programs
- BS, UCLA; MBA, Pepperdine University
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Judy Nelson, MSW, JD
Specialist in management consulting
- Former CEO, Hollygrove Children & Family Services and Former Executive Director, Orangewood Children’s Foundation
- Ms. Nelson’s background in both social work and law enables her to work with a variety of people and to apply both analytic and intuitive skills as appropriate. She is often described as a “visionary” who can help organizations grow and change.
- Skills include board development, fund development management, skillful mentoring of executive staff and values-driven culture implementation
- BA, Social Work, University of North Dakota; MSW, Virginia Commonwealth University; JD, University of Kansas School of Law
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Jane Piasecki
Specialist in financial management consulting and interim CFO
- Former Director of Finance & Administration, La plaza de Cultura Y Artes Foundation, Los Angeles; former Vice President, Finance, Natural History Museum Foundation, Los Angeles; former
- Has developed structural elements for institutional financial systems, managed budgets of all sizes and complexities, and supervised audits.
- Faculty Member, Non Profit Professionals Certificate Program in Financial Management, California State University, Fullerton
- BA, College of Staten Island, City University of New York; MBA, Baruch College, City University of New York
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Erica Reiter
Specialist in resource development consulting and interim CDO
- More than 20 years of not-for-profit experience
- Former President, San Gabriel Valley Medical Center Foundation; former Regional Director, City of Hope
- Extensive experience in major gift and endowment strategies; board recruitment, oversight and governance; and marketing and public relations
- BA, California State University, Northridge
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Janet Schulman, MPA, MSW
Specialist in management consulting, executive mentoring, training and interim CEO
- More than 20 years of nonprofit experience
- Former President & CEO, Special Olympics of Southern California; Former Executive Director, Big Sisters of Los Angeles
- As Founding Executive Director of Big Sisters of Los Angeles, Janet built and managed the agency for 16 years, leading to its position as the premier mentoring agency in Los Angeles.
- BA and MSW, Boston University; Master of Public Administration, UCLA
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Catherine Seward
Specialist in interim executive management
- More than 20 years of not-for-profit experience
- Former Regional Director, Metropolitan YMCA of Los Angeles; former Director of Development, Philadelphia Orchestra
- Has earned a reputation for major gifts and annual campaigns, board development, organizational support/assessment, and foundation research and proposal preparation
- BA, University of Delaware
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Lindsay Shields
Specialist in resource development consulting and interim CDO
- More than 30 years of nonprofit experience
- Former Director of Special Projects, California Institute of the Arts and Former Executive Director, Public Corporation for the Arts Long Beach
- Extensive background in arts management
- BA, UCLA; also completed graduate coursework at UCLA and California State University, San Francisco
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Victoria Stephan
Specialist in management consulting and interim CEO
- Nearly 40 years of experience in nonprofit management
- Former Early Head Start Director, Volunteers of America; Senior Manager, Youth Service Center—Riverside
- Experienced at enhancing agency growth, collaboration and partnerships which address service needs and build program capacity through a consulting format
- BA and MA, California State University, Fullerton
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Lynda Sterns
Specialist in management consulting and interim CEO
- More than 20 years of nonprofit experience
- Former Executive Director, Hostelling International American Youth Hostels, San Diego; former Director of Operations, San Diego Symphony
- Has successfully increased organizational capacity by developing practical business strategies in new business development, operations and programs.
- BA, Public Administration and Organizational Behavior, San Diego State University; recently completed ethics training through the City of San Diego’s Ethics Commission
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Maurine Dyer Stevens
Specialist in interim management for professional associations
- More than 20 years of not-for-profit experience
- Former President & CEO, California Rehabilitation Association; former Executive Director, California Optometric Association
- Her skills, expertise and leadership style are a perfect match for strategic leadership challenges
- BA, Psychology/Sociology/Education, Rocky Mountain College
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Ron Van Winkle
Specialist in management consulting, executive mentoring and interim CEO
- Former Executive Director, Orange County Ronald McDonald House
- Served as a Founding Board Member for three Orange County pediatric health organizations: the Pediatric Cancer Research Foundation of Orange County, the Orange County Foundation for Oncology Children & Families, and the Orange County Ronald McDonald House
- Completed coursework at UCLA, Iowa State University and Loras College
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Beverly Voran
Specialist in resource development consulting and interim CDO
- More than 25 years of not-for-profit experience
- Former Fundraising Director, Rosasharon; former Executive Director, RCAR
- Extensive experience in advocacy, particularly community and individual empowerment
- BA and MA, University of Kansas
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Kim Williams
Specialist in management consulting and interim CEO/COO
- Nearly 20 years of nonprofit experience
- Former Director Of Leadership Development, Urban Education Partnership
Former COO of Institute for Educational Advancement
- Dr. Williams is an independent management consultant working with nonprofit leaders to help them think strategically, operate efficiently, and lead successfully. Her experience as a nonprofit senior executive, educator and business owner, as well as her familiarity with nonprofit organizations and education environments, enables her to provide strong, effective leadership consulting to her clients.
- MA, Education Administration, California State University, Fresno; EdD, Education Leadership, University of California, Davis
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Carole Zavala
Specialist in management consulting, facilitation, training, executive mentoring and interim CEO
- More than 20 years of nonprofit experience
- Former Executive Director, Project Tomorrow; Former Interim Executive Director of Girls Incorporated Orange County and Orange County Head Start
- Provided consulting services focused on evaluation and strategic planning for major arts institutions in Southern California, including the J. Paul Getty Museum, the Museum of Contemporary Art, Los Angeles County Museum of Art, The Laguna Art Museum, The Southern California Art Institute and California Institute of the Arts
- BA, UCLA; completed coursework in management at the University of California, Irvine
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| Meet Our Service Partners
Executive Consulting also offers specialized management consultation services in partnership with professional service organizations. We have working agreements with these organizations to assure that a continuum of excellent service is available to all our clients.
Our partner organizations include:
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Denise Davies / Aleph Inc.
Specialist in internet strategy and implementation
- More than 10 years of experience creating Internet solutions for nonprofit and for-profit organizations
- Former Library Automation Planning & Implementation Manager - Karachi American School, Karachi, Pakistan and Former Systems Administrator, Jakarta International School, Indonesia, business office and information center
- Has lived and worked in more than 10 countries, working in education, libraries, information management, consulting for information systems, and working in both the for-profit and nonprofit sectors
- B.S., Education, St. Francis Xavier University and M.L.S, Library and Information Science, University of Hawaii
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Lorette Herman, ACSW, MPH
Grantsmanship
- More than 15 years of not-for-profit experience
- Former Director, Community Service, AIDS Project Los Angeles; former Project Coordinator, the APT Foundation
- Excellent assessment skills to determine client and/or organizational needs to effectively develop solutions
- BA Sociology, Brandeis University; MPH and MSW, Columbia University
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Hanita Hofman / ThePeopleWorks
Specialist in Human Resources
- ThePeopleWorks’ professional consultants are seasoned individuals who have extensive hands-on experience in small to mid-sized organizations and not-for-profit environments.
- They represent a wide spectrum of specialties within the human resource field.
- The company’s experienced consultants are available to clients as needed, thus providing “Fortune 500” –type HR support inexpensively.
- President and CEO Hanita Hofman has more than 15 years of experience as a human resources generalist. She has spent the last 7 years in a consulting capacity with small and mid-sized employers. Hanita is a certificated mediator and has successfully utilized those skills in the Human Resources environment.
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Patricia Holloway, MCP
Specialist in grant writing
- More than 20 years of not-for-profit and government experience
- Former Community Development Planner, City of Lake Forest; Former Senior/Associate Planner, City of San Clemente
- Managed the Housing and Community Development Block Grant Programs for the cities of San Clemente and San Juan Capistrano; has obtained grants from the California Coastal Commission and the Orange County Transportation Authority, among other organizations
- BS, University of California, Davis; Master of City and Regional Planning, University of California, Berkeley
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Barbara Kimler
Specialist in public relations
- More than 13 years of public relations and media experience
- Former Community Relations Manager, Orange County Register
- Barbara’s extensive knowledge of media and nonprofit organizations are combined with a relentless perseverance to gain positive visibility for her clients. Clients include the J.F. Shea Therapeutic Riding Center, Assistance League of Newport-Mesa, Orange County Head Start, St. John’s Episcopal Church and Habitat for Humanity.
B.S., Business, National University and Marketing/Public Relations Certificate, UCI Extension
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Geri Lopker, CPT / Geri Lopker & Associates
Specialist in organizational development
- More than 10 years of consulting experience
- Former Director of Operations for a large healthcare organization
- Certified Performance Technologist (CPT); Certificate, Management Development Program, USC
- MA, Human Resources and Organization Development, University of San Francisco
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John Lopker, JD
Specialist in nonprofit law
- More than 15 years of legal experience
- Former Attorney, McKittrick, Jackson, DeMarco & Peckenpaugh
- Graduated in the top 15% of law school class
- BA, UCLA; JD, George Washington University Law School
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Joan McBride / Greatrake, McBride & Associates, Inc.
Specialist in marketing communications, fund development and strategic planning
- More than 20 years of nonprofit experience
- Former Executive Director, Corona Regional Medical Center Foundation and Former Development Officer, Hoag Hospital Foundation.
- Certified Fund-Raising Executive (CFRE) and Fellow, Association of Healthcare Philanthropy (FAHP)
- BA, University of California, Irvine; MBA, California State University, Long Beach
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 Mark Perez / TechMD
Specialist in Computer Care Services
- TechMD believes that every nonprofit deserves quality computer services at an affordable price.
- Since TechMD's inception, the company has been dedicated to providing nonprofits with first-class computer service.
- TechMD’s focus on the nonprofit community allows the company to offer high-quality information technology services in a cost-effective manner.
- Mark Perez, co-founder of TechMD, has more than eight years of experience managing information technology systems. He is Dell Certified and HP Certified, and is a graduate of the University of California, Berkeley.
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Trina Schoonmaker / Strategic Sales Solutions
Specialist in advertising, management and marketing
- More than 20 years of management experience
- Former Vice President, Sales & Marketing / Western Region - Travel & Leisure Group, Advanstar Communications
- Possesses the ability to recognize opportunities for innovation and growth, as evidenced by her concept and launch of an edition of the Official Meeting Facilities Guide to serve the European planner market
- In addition to her collegiate coursework, Trina was selected as one of two divisional representatives to attend Reed Elsevier's Global Management and Marketing Program at Warwick University in England
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Jesus Romero, Assistant Executive Director / Executive Service Corps
Nonprofit management consulting
- Management Consulting Services: Analysis of operational concerns i.e. strategic planning, human resources and public relations
- Executive Advisory Program: Leadership and management skill development for Executive Directors
- Board Coaching Program: Board development though planning, recruitment and education
- Retainer Partnership Program: Partnership on multiple projects for a flat fee
- Management Development Program: Development of senior staff’s management skills
- “Sounding Board” Sessions: Brainstorming sessions on specific management issues
- Developing Development Program: Review current fundraising plans and develop a tailored organizational approach
- Wells Fargo Executive Directors Institutes: Training and coaching of new or experienced Executive Directors in a class room setting
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Carol Stone
Specialist in Training and Board Development
- More than 30 years of experience in consulting, training and nonprofit management
- Former president and CEO, Volunteer Center of Orange County
- Has taught university-level courses in topics such as program evaluation, critical issues in volunteer and board management, strategic planning, and nonprofit resource management.
- B.A., UCLA and M.A., Nonprofit Administration, University of San Francisco
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John C. Wallin / O’Shea Divine & Company, Inc.
Specialist in Executive Search
- O‘Shea, Divine & Company, Inc. is a professional executive search firm. Its mission is to assist clients attain their goals by helping them fill key positions with superior executives.
- Since its founding in 1991, the company has chosen to remain a small firm. It believes that quality search work results from a close working relationship between one competent consultant and the client.
- With offices on the east and west coasts, the company’s search assignments are frequently national and international in scope.
- The company is proud to have partners in more than 40 cities in the key world markets. When it serves client needs, the company may involve one of these partners for specialized local, industry or functional expertise.
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Jim Worsham / Long Beach Community Foundation
Specialist in Donor Advised Funds/Planned Giving
- Inspired by the Estate Planning & Trust Council of Long Beach and an Advisory Board of local community leaders, the Long Beach Community Foundation was founded in 1996 in collaboration with the California Community Foundation.
- LBCF provides flexible opportunities for administering charitable endowments that serve both the donors and the nonprofit organizations of Greater Long Beach — today and in perpetuity.
- The highest priority of the Foundation is to serve donors who wish to preserve their philanthropic legacy in their own community. Accordingly, the Foundation is available to consult with clients and donors on planned giving and estate planning issues as appropriate.
- Jim Worsham serves as president and CEO of the Long Beach Community Foundation.
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