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“Frank has been generous in donating his time to facilitate professional development workshops to the nonprofit community. The evaluations consistently reflect the breadth of knowledge, enthusiasm and creative solutions that Frank brings to each workshop. His contributions to Nonprofit Management Solutions is ultimately an invaluable service to the nonprofit community - thank you!”

 

- Serena Ngo, Volunteer Facilitator, Nonprofit Management Solutions

 

 

 

“I have had the pleasure of working with Frank on a number of occasions and always with great results. Thoughtful, smart, organized and task driven, Frank is a wonderful mentor and coach. His training to my team resulted in immediate results that translated into improved collaboration, reduced barriers, smarter planning and organizing skills and a higher quality product. Highly Recommended"

 

- Steven B. Johnson Vice President, Public Affairs San Diego Convention Center

 

 

Webinar Presenter Biographies

 

Scott Bechtler-Levin

Florence L. Green

Angela Hill

Chris Jarvis

Farron Levy

Catherine Mattice, MA

Dan Pallotta

Sherri Petro

Elise Rollinson

Dottie Schindlinger

Renée Schor

Jan Schalkwijk, CFA

Domini Tarman

 

 

Scott Bechtler-Levin is a serial entrepreneur in the for-profit and nonprofit sectors. He is currently co-founder of IdeaEncore Network, an on-line peer-to-peer learning marketplace (like Amazon or eBay) for nonprofits and those who support them to share, sell, and buy all types and forms of practical knowledge, innovative ideas and information assets.

 

During his more than 20 years in the for-profit sector, mostly with venture-backed technology start-ups, he has defined and launched over a dozen products and services and lead teams of up to 20 marketing, customer service and business development professionals who created and supported new industries / market niches. As a social entrepreneur, Mr. Bechtler-Levin served as Founding Board Chair of Pacific Ridge School, a new independent, non-denominational middle and high school, for 6 years.

 

Scott has been an active community volunteer including serving as Trustee for Pacific Ridge School, co-chairing the Social Enterprise Institute in San Diego, Trustee of WingSpan Partnerships and alumni admissions interviewer for Georgetown University.

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Florence L. Green is co-founder and Vice President of IdeaEncore Network. She is the recently retired Executive Director of the California Association of Nonprofits (CAN), has been a leader, consultant, and trainer in the nonprofit community for over 40 years. Under her direction, CAN tripled its budget and staff size, established a highly successful public policy office in Sacramento and launched the Nonprofit Quality Reporting Initiative.

 

A founder of the National Council of Nonprofit Associations, the Nonprofit Management Association (now the Alliance for Nonprofit Management) and the Terry McAdam Book Award, Ms. Green is a frequent keynote speaker, workshop facilitator, and consultant. Previously, she served as Director of Training at the Grantsmanship Center, taught political science, theater and speech for at Cerro Coso Community College, served on a national presidential advisory committee to review Social Science curriculum for the National Science Foundation, and published many articles about nonprofits. In 2008 for the third time she was named one of the 50 most influential nonprofit leaders in the country by The Non-Profit Times.

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Chris Jarvis, is the Senior Consultant for Realized Worth located in Toronto, Canada. His expertise is in designing and implementing Employee Volunteer Programs. Over the past 20 years, Chris has worked alongside NPO's across North and South America, Europe, Africa and Asia utilizing a model that elevates volunteerism from a task-oriented activity to a transformative experience. Recently, Chris and his partner Angela were advisers in the writing of “Mapping Success in Employee Volunteering: The Drivers of Effectiveness for Employee Volunteering and Giving Programs and Fortune 500 Performance”; produced by Boston College and authored by Bea Boccalandro. Chris and Angela are also members of the blogging community on FastCompany, 3BLMedia.com, APEsphere.com, SocialFinance.ca, and Volunteer Canada’s CorporateVolunteering.ca. Chris is currently collaborating on a book, which will be a comprehensive guide to Corporate Social Responsibility for HR managers.  

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Farron Levy is founder and CEO of True Impact, which provides web-based software, and consulting services, to help organizations quantify the social, financial, and environmental return on investment (ROI) of their corporate citizenship activities.

 

Previously, he was a partner and director of cost-benefit-analysis services at SmithOBrien, a social auditing firm; co-founder and president of a web-based yield-management service for the restaurant industry; and an analyst with Industrial Economics, Inc., an environmental and economic consulting firm.

Farron has also managed urban economic development projects for the Commonwealth of Massachusetts, Social Venture Network, and CitySkills (where he was executive director); and served as an advisor to City Year, New Profit, and CitySoft. Farron is currently an associate staff member of the Boston College Center for Corporate Citizenship.

 

He earned an MPP from Harvard University, and a BS with university honors from Carnegie Mellon University.

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Catherine Mattice, MA is an inter-organizational communications professional with several years experience in customer relations, human resources, strategic business development & management, and training. Catherine’s consulting firms, Catherine Mattice Consulting and NoWorkplaceBullies focus on formal communication processes and documents, internal relationships, successful new employee integration, strategic organizational culture shifts and healthy workplaces. Catherine holds a Bachelors and Masters degree in Organizational Communication from San Diego State University and is an internationally recognized consultant and researcher in the field of workplace bullying. She frequently appears on the local news as a human capital management expert, has published several articles nationwide, and has presented her research internationally.

 

Catherine also currently teaches at National University and ITT Technical Institute in the subjects of group dynamics, world cultures, social psychology, public speaking, business ethics and professional procedures/resume writing; and serves on the Program Advisory Committee at California College. She also serves on the Board of Directors for the American Society of Training & Development, San Diego Chapter, and is working with the Board of Directors for the newly created International Association of Workplace Bullying as the Corporate Membership Recruiter & Coordinator and resident expert in business development.

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Dan Pallotta is a leading expert on innovation in the nonprofit sector and a pioneering social entrepreneur. He is the founder of Pallotta TeamWorks, which invented the multiday AIDSRides and Breast Cancer 3-Days and changed the fundamental paradigm for civic engagement in and fundraising for important social causes. Their concepts and methods are employed today by dozens of charities on a variety of events throughout the world which raise approximately one hundred million dollars annually for AIDS, breast cancer, leukemia research, multiple sclerosis, and suicide prevention.

 

Dan is the author of “Uncharitable: How Restraints on Nonprofits Undermine Their Potential,” from Tufts University Press, a number 1 bestseller in the charity category on Amazon. It is nominated for the McAdam Book Award, and has been reviewed and acclaimed by the New York Times, The Economist, and the Stanford Social Innovation Review, among others. He is a regular contributor to the Harvard Business Review online where he writes about transforming the nonprofit paradigm. He lives in Boston with his partner and their three children.

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Sherri Petro, President of VPI Strategies and founding partner in Workplace Evolution, has been consulting for 9 years in the for-profit, non-profit, and government sectors after a 16 year corporate career. She creates more financially sustainable organizations via strategy development and execution, training, and coaching. Sherri is acutely aware of generational misunderstandings that result from different belief structures and lack of coherent communication. She is sharing the motivations of each generation to create better targeting, messaging and connecting as you market, sell and motivate others to buy. She looks to offer remedies by creating understanding and making connections at the belief level versus only at the behavioral level.

 

Sherri’s diverse professional background includes customer service, operations, administration, sales, marketing and strategic planning. 

 

Sherri earned a Master in Business Administration degree with an emphasis on Strategic Planning from Pepperdine University.  She graduated with a Bachelor of Arts degree in Psychology from Youngstown State University, magna cum laude.  She is also a graduate of LEAD San Diego. 

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Elise Rollinson  has fifteen years of corporate event planning and volunteer project management experience. In her current role as Director of Corporate Volunteer Programs for Xola Consulting, Inc., she focuses on connecting corporate, association and business groups with community based volunteer travel initiatives around the globe. Before joining the Xola team, Ms. Rollinson was the Corporate Relations Manager for Volunteer San Diego, a volunteer action center of the Hands On Network. There she connected corporate groups visiting San Diego with local non-profits and managed group volunteer team-building activities. She successfully incorporated volunteer team-building into conference agendas for companies such as SAP America, MetLife, Cisco, CIGNA and United Health Group.

Prior to that, she held the position of Director of Operations for an event-planning firm where her responsibilities included planning and executing high-end incentive travel and corporate events for corporate clients, including MCI Worldcom, Invitrogen and Gateway Computers.

 

Elise is the Corporate Social Responsibility Liaison for the San Diego Chapter of Meeting Professionals International. She holds a B.S. from San Diego State University in International Business, with an emphasis on Latin American Studies and Spanish. A current resident of both San Diego, California and Victoria, British Columbia, Elise has also spent time in Costa Rica and Spain studying language and culture.

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Dottie Schindlinger has worked in the nonprofit field since the 1990s, doing programming and education for the Pennsylvania Humanities Council and later for The Nonprofit Center. She joined Verve Internet Solutions in 2005 and since that time has been instrumental to the development of BoardEffect®, where she lent expertise gained from over a decade in the nonprofit sector to the creation and marketing of the board portal.

 

A frequent presenter on the role of technology in organization, Dottie recently attained ePhilanthropy Master Trainer status, one of only 50 designees in the country. She is a member of CEO Think Tank – a professional peer group of entrepreneurial leaders in Philadelphia – and serves on the board of Community Conferencing Center in Baltimore, MD. She was Co-Founder/Co-President of Philadelphia's Young Nonprofit Leaders (PYNL), a network of young and emerging nonprofit professionals in the Philadelphia region with over 1,600 members, and has taught Public Speaking to incoming first-year students at LaSalle University.

 

Dottie received her BA from the University of Pennsylvania, and holds certificates in Nonprofit Management and Board Leadership from the Nonprofit Center at La Salle University.

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Renée Schor, Schor & Freeland, has over 18 years of experience includes evaluation of policies and practices, and recommendation of systems specific to a client’s work environment, such as handbooks, training and practices for responding to personnel issues, along with ongoing daily partnership with and counseling of clients to create peace of mind. Schor serves as outside investigator on claims of harassment or discrimination.

 

Schor & Freeland’s litigation practice includes defense of wage and hour class actions, claims for discrimination or harassment, trade secret violations and other employment-related matters. Schor is committed to developing work environments in which employee and employer understand and share expectations, work together to meet those expectations and each are rewarded when those expectations are met.

 

Prior to forming Schor & Freeland LLP, Schor was a partner in the San Diego office of Baker & McKenzie LLP, where she practiced employment law for over 13 years. While at Baker & McKenzie, Schor served as in house advisor to Baker & McKenzie on its personnel issues. Before joining Baker & McKenzie, she spent four years as an associate in the employment group in the San Diego office of Gray, Cary, Ware & Friedenrich (now DLA Piper Rudnick LLP).

 

Schor is a member of the State Bar of California, the San Diego County Bar Association and the Federal Bar Association. She also is a member of the San Diego Lawyers Club. San Diego Super Lawyers named Schor to its list of Super Lawyers for 2007 and 2008, and she was named among San Diego Magazine’s Best Lawyers in 2008. Schor also was selected by her peers for inclusion in the 25th anniversary edition of The Best Lawyers in America in the specialty of Labor and Employment Law. Personal Affiliations Schor is a member of Vistage, the world’s largest CEO development organization.

 

She has served on the board of directors for Senior Community Centers of San Diego, Planned Parenthood of San Diego and Riverside Counties, Seacrest Village and Joy of Sports Foundation.

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Jan Schalkwijk, CFA JPS Global Investments, has over 10 years of experience in the investment industry and is the founder and primary investment manager of JPS Global Investments. Prior to founding JPS Global, Jan was vice president of investment platforms at Franklin Templeton Investments.

 

Jan has traveled extensively and has a fond appreciation for the diversity of the world’s cultures and natural habitats. These travel experiences helped shape his views on the importance of sustainable development and the acute challenges that we are facing in that regard. Inspired by the world’s rich cultural and natural heritage and with the desire to protect these riches, Jan decided that he wanted to play a part in moving the economy to a more sustainable footing. This, in turn, lead to the founding of JPS Global.

 

Jan received his Bachelor of Science degree from Menlo College in Atherton, CA in 1997 and his Master of Business Administration from Santa Clara University in 2001. He also holds the Chartered Financial Analyst Designation and is a member of the CFA Society of San Diego. Jan is an active member of the San Diego Sierra Club, serving as Treasurer of Inner City Outings, and is the Chair of the San Diego Green Business Alliance Group.

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Domini Tarman, Domini Tarman Trainings, has spent more than 25 years in the corporate world, working for companies such as American Express and Dun & Bradstreet, where she was responsible for managing sales teams.

Domini also was responsible for delivering a variety of courses, including new hire training, product training and presentation skills workshops.

 

Her clients have included major banks and law firms, as well as Chevron, PeopleSoft, William Morris Agency, the San Jose Sharks and Google. Domini's trainings are entertaining, open, interactive and designed to meet the individual needs of participants.

 

Domini graduated from the University of Southern California with a degree in Public Relations and minor in Marketing.

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