Bayer Center - Classes & Events

At the Bayer Center, our approach to education is to stay on top of what's happening in the sector, plan for what's going to happen, listen to you, and offer the ever-adapting menu of classes you see here on our website.

Our approach to thought leadership is to leverage our role as a Robert Morris University center and listen to you through conversations and community gatherings to bring together the best thinking on how our sector can most effectively enhance our community.

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One-on-One Clinics

Bayer Center clinics are your chance to schedule an hour of individualized, expert advice on topics of interest to your organization for only $65 an hour. Have an HR question? Come to a clinic. Want someone to take a look at your bylaws? Come to a clinic. Want to improve your bowling average? Practice...We can't do everything! But we can help with a lot. Take a look below.

To register for a clinic:

Nonprofit Management Clinics

Board Basics (2-hour minimum) - Register online!
Are you launching or rebuilding your board? Do you have a number of questions about the basics of board operations (meetings, officers, terms and term limits, key policies and functions, committees, etc.)? Register for this deep dive into board basics where we’ll answer your most pressing governance questions using a basic board assessment tool, and put your board on a path to success. 

Bylaws Clinic (2-hour minimum) Register online!
Bylaws are important in directing the board and the organization. Due to recent changes in the 990 legislation, many nonprofits’ bylaws are not in compliance with best practices. During this clinic, we will review your bylaws, give you suggestions for improvements, and guide you on how to discuss these with your board. 

Employee Handbook Clinic (2-hour minimum) Register online!
Is your employee handbook up to date, and are all the vital elements included? Does its wording comply with wage and hour laws? Is it truly the employee information source that you would like it to be? We can help! We will do a complete review of your handbook and point out the sections that are missing or require revisions. 

HR Clinic - Register online!
Do your HR policies need to be updated? Is expansion requiring more staff and more new job descriptions? Are you facing layoffs, or do you have a pregnant staffer and no maternity policy? We can help you with these and other issues including:

  • Creating better performance appraisals
  • Improving employee relations
  • Restructuring benefits and compensation

The session is for any staff person with HR oversight. Bring your materials including employee handbook, performance appraisal form and anything else HR-related to your appointment. 

Governance Clinic - Register online!
Nonprofit governance is complex and nuanced. Let us help you navigate topics like committee structures or advisory boards; board member recruitment or on-boarding; or the board's role in fundraising, planning, financial or HR oversight. Bring your most burning board-governance questions, ask someone with seasoned experience, and leave with some potential next steps. This session is clinic is ideal for board members and Executive Directors. 

Marketing Clinic - Register online!
We’ll review your current marketing strategy and materials, and give you advice about where you should focus your energy to align with your mission, customers and needs. 

Nonprofit Start-up Clinic (2-hour minimum) - Register online!
Thinking of starting a nonprofit? We’ll give you one-on-one guidance with the next steps – whether it is more research, looking into fiscal sponsorship, or reviewing an exemption application. We’ll guide you through different options and the decision-making process. 

Finance Clinics

Finance Clinic - Register online!
Are your financial policies ready for an update? Do you have questions about particular nonprofit accounting standards or practices? Are you or your board looking for new ways to present your financial reports? Have a few questions about your annual tax filings or whether you should get an audit even if it isn’t yet required? A Finance Clinic can assist you with these questions and any other time-bound project or inquiry related to your organization’s numbers.  

Prepping for an Audit Clinic (2-hour minimum) - Register online!
Do the words financial audit make the hair on the back of your neck rise? Work with one of our volunteers to help make sure you’re tracking your finances well, walk through the audit process, and gather required documentation long before the auditors arrive. 

Looking for a clinic in something that's not listed? We might be able to customize a clinic just for you! Email Carrie Richards at richardsc@rmu.edu to inquire. 

Custom Training and Facilitation

Just because you can’t find it on our website doesn’t mean we don't do it. We can create a custom training or facilitation for you on the subject and at the location of your choice.

Here are some areas that might interest you:

  • Fundraising
  • Finance
  • Supervision and leadership
  • Board development
  • Staff management
  • Succession planning

Our successful custom trainings have run the gamut from a three-year long management development curriculum for more than 100 leaders in a large nonprofit to facilitating a one-day retreat on effective Board meetings and governance practices for a small domestic violence agency.

For more information, please contact us.

Additional Information

Conference Presenters

We love what we do, and we want to tell the world about it! That's why Bayer Center staff have shared their expertise through keynote addresses and workshop presentations with regional and national organizations across the country.

Want an unusual and thought-provoking perspective for your next event? Whether large or small, give us a call.

Instructor Biographies

Lynette Asson, principal of New Place Collaborations, is an events and marketing maven who creates innovation solutions for businesses and nonprofits. She produces events ranging from intimate receptions to large convention center shows. Lynette worked as national production manager for the International Beauty Show. Her expertise includes adult learning, artist relations, and trade show management for international corporations Goldwell/ KMS, Wella, and Redken. This johannes factotum has enjoyed working with Pittsburgh-area nonprofits and corporations including Crisis Center North, Animal Protectors of Allegheny Valley, Pittsburgh Festival Opera, and varied projects for BCNM and its clients. 

Thomas L. Blank has over 45 years of leadership, mentoring, and professional recognition in safety and health research, education, toxicology, safety, industrial hygiene, regulatory processes, management of environmental, health, and safety (EHS) programs, EHS compliance, and process safety/risk management. He graduated from the University of Utah with a bachelor’s in Biology with a minor in Chemistry and Microbiology and from the University of Central Missouri with a master’s in Industrial Hygiene. Since 2007, Thomas has been an Adjunct Professor for the Pennsylvania State University in New Kensington, where he has taught the Health and Safety related courses for the Environmental Engineering Review Course. 

Don Block is an ESC volunteer with the Bayer Center, and recently retired Executive Director of Literacy Pittsburgh where he worked since 1984. He has extensive experience in working with boards and fundraising, including capital campaigns. At Literacy Pittsburgh, private giving has increased significantly in the past few years, thanks to the close partnership between staff and board. Under his leadership, Literacy Pittsburgh received the Wishart Award for Excellence in Nonprofit Management and he was honored as the Outstanding Administrator of Adult Education in the nation. Don holds a master’s degree from Indiana University, Bloomington, and has served in the Peace Corps. 

Paul Block has been a CPA for 40 years, working in the nonprofit arena as a tax preparer and consultant for over 20 of those years. He is a member of the AICPA and PICPA where he is a member of the Committee on Schools and Colleges and Community Involvement. He serves on the boards of the Bach Choir of Pittsburgh (treasurer), Chatham Baroque (treasurer), Humane Animal Rescue, The Pittsburgh Schweitzer Fellows Program and Service Coordination Unlimited (treasurer). He is an Advisory Board member of POWER, The Tamburitzans and WQED. He is an ESC consultant for The Bayer Center for Nonprofit Management and the Covestro Center for Community Engagement. 

Joel Burstein, the owner of Keep It Simple Training and Development, is a savvy entrepreneur with 19 years of business development experience. In 2016 Joel partnered with Sandler Training to provide a selling method shrouded in simplicity. Joel earned his bachelor’s degree in less than 4 years from The University of Miami. He then went on to achieve several professional certifications from NYU, along with completing a prestigious, invite-only program, at Wharton University of Pennsylvania. Joel’s Keep It Simple approach to business development has earned him three “40 under 40,” most recently The New Pittsburgh Courier’s “Fab 40.” 

Wendy Burtner has more than 25 years’ experience managing and growing foundations and nonprofit organizations. Before moving back to Pittsburgh to join Steeltown Entertainment, Wendy led the Capital Region Collaborative in Richmond Virginia, was Executive Director of the Virginia Breast Cancer Foundation, COO of Comfort Zone Camp, founding Manager of the CarMax Foundation, and the Director of Grantmaker Services for GuideStar. In addition to her role as CEO of Steeltown, she is an independent consultant to start-up businesses, foundations and nonprofit organizations. Wendy grew up in Butler, PA and graduated from Chatham College.

Richard Citrin, Ph.D., MBA, is passionate about helping individuals and organizations identify and use their best talents to achieve success using his skills as a psychologist, corporate executive, and entrepreneur to assist clients to create unique solutions to both every day and complex challenges. His clients include both profit and nonprofit entities such as The Greater Pittsburgh Community Food Bank, Adelphoi, Family Resources, Leadership Pittsburgh, The University of Pittsburgh, LANXESS, FedEx and many others. Richard is active in the community serving on the boards of the Kelly Strayhorn Theater, Allegheny Health Choices, Community Day School as well as the Planning Commission of O’Hara Township. 

Michael Couch has made a career out of improving the performance of organizations, both as a business executive and as the owner of Michael Couch & Associates. His unique background in manufacturing operations, business unit management, human resources and organization effectiveness allows him to wear many hats and collaborate with people throughout a company to build strategy-driven organizations. Michael is certified as a Human Capital Strategist by the Human Capital Institute and was selected as a member of the Forbes Coaches Council in 2020. 

Dee Delaney served as the first Executive Director of FISA Foundation from 1996 until her retirement in 2010. During her tenure with FISA, grants totaling over $17 million were distributed in support of women, girls, and people with disabilities. She is a graduate of Saint Mary’s College, Notre Dame, Indiana and Leadership Pittsburgh. She has been the recipient of numerous awards for her advocacy work, including the United Cerebral Palsy Lifetime Achievement Award, University of Pittsburgh School of Dental Medicine Appreciation Award, and Achieva Excellence in Professional Service Award and was named a Distinguished Daughter of Pennsylvania by Governor Rendell in 2010. 

William Ferguson joined HB Retirement in 2014 after a career with Merrill Lynch, PNC Bank, and D.B. Root & Company. He works with nonprofits to offer a well-protected, well designed, and outcome-focused retirement plan. As an individual advisor, Will works with employees to set and reach financial goals, creating a plan that addresses the stages and concerns of a financial household. He holds his series 6, 7, 63, and 66 registrations with LPL financial, and is licensed in Pennsylvania for life, accident, and health insurance. Will maintains the Accredited Investment Fiduciary® (AIF®) designation. 

Gloria Hahn has over 25 years of training experience that includes entry level, supervisory, managerial and executive training. She served as Interim Chief Operations Officer for the Greater Pittsburgh Community Food Bank after retiring from Director of Operations for the Port Authority of Allegheny County. Ms. Hahn was instrumental in the development of operational plans and headed up the North Shore Connector project for Rail Operations. She earned an Executive MBA (EMBA) from the University of Pittsburgh and is a certified Change Management professional, Zenger-Miller certified Managerial Trainer and is trained in Six Sigma for Managers.

Phyllis G. Hartman, SHRM-SCP, SPHR, is founder and President of PGHR Consulting, Inc. with 30+ years’ experience in HR. She is a member of the SHRM Expert Panel and a member of the Government Advocacy Team. She has an M.S. in human resource management from La Roche University and is a certified Senior Professional in HR. Phyllis has written numerous articles and three books, “A Manager’s Guide to Developing Competencies in HR Staff,” “Looking to Hire an HR Leader?” and “Never Get Lost Again: Navigating Your HR Career.” She is a past Board of Trustee member for the Homeless Children’s Education Fund.

Lizz Helmsen, Managing Director at Carter, combines 20 years of fundraising experience with a background in the arts, education, and community service. She is known as a creative and energetic professional with a proven ability to build relationships with, and create connections among, multiple constituencies. Lizz has directed comprehensive fundraising programs and provides expertise in the areas of campaign counsel, major gifts, development planning, governance, annual giving and grant making. 

Jared Henigin, CFP®, AIF® joined Wealth Management Partners in November of 2018. Prior to joining WMP, Jared was a financial advisor at Northwestern Mutual. Jared is a registered representative and Investment Advisor Representative with Commonwealth Financial Services® (Member FINRA/SIPC). In addition, Jared holds the Accredited Investment Fiduciary (AIF®) designation and maintains the Series 6, 7, 63, and 65 securities registrations. He works with WMP in a dual role as Director of Investment Services and as a Wealth Manager. Like Michael, he also works with non-profit organizations providing fiduciary consulting as well as asset management. Jared lives in Greentree with his wife, Cady. He is a board member for the local chapter of the Crohn’s and Colitis Foundation and enjoys playing sports and guitar in his spare time. Wealth Management Partners, LLC Foster Plaza 11, 790 Holiday Drive Pittsburgh, PA 15220 412-539-0015

Jon Hoffmann is the principal of Hoffmann Consulting, serving both nonprofit and for-profit clients with a focus on strategic planning, program design and evaluation, and operations management. Prior to launching his own consulting business, his career has spanned executive leadership roles in social services, communications strategy for an advocacy organization, and housing development with a focus on affordability. A Pittsburgh native, Jon holds a master’s degree in social work and bachelor of science in psychology from the University of Pittsburgh. 

Yvonne Hudson is a versatile marketing/PR expert and writer who has created mission-driven solutions for nonprofits and businesses. She directed higher education communications for Carnegie Mellon, Chatham, New York Law, Yeshiva University, and University of Pittsburgh Theatre Arts. Her work has included projects for the BCNM and its clients, Pittsburgh Festival Opera, and Crisis Center North. A journalism and psychology alumna of Point Park University, Yvonne earned an M.A. in arts management and developed her solo show Mrs Shakespeare at Pitt. A principal of New Place Collaborations, she is a board member of Pittsburgh Shakespeare in the Parks. Yvonne now serves as development manager for Quantum Theatre. 

Beth Kanter is an author, virtual facilitator and trainer and is an internationally recognized thought leader in digital transformation and wellbeing in the workplace with over 35 years of providing capacity building for nonprofits and foundations. She was named one of the most influential women in technology by Fast Company and one of the Business Week’s “Voices of Innovation,” Beth is the co-author of the award-winning Network Nonprofit books and The Happy Healthy Nonprofit: Strategies for Impact without Burnout (http://bit.ly/happyhealthynpbook). Her clients include Packard Foundation Resilience Initiative, Bill & Melinda Gates Foundation, Save the Children, Counterpart International, the Robert Wood Johnson Foundation, and others. 

Emma Kieran brings more than 16 years of fundraising experience to Pilot Peak Consulting. She has worked with over 50 nonprofits in her career as a coach, teacher, and change agent. Previously, Emma was the Vice President for Fundraising and Development at Orr Associates, Inc. (OAI) and a consultant with Changing Our World (CW). Emma holds an M.A. from Columbia University in organizational psychology, an M.P.A. from American University in nonprofit management and a B.A. from Connecticut College. Emma is a dedicated volunteer for The Ellis School for Girls, her alma mater, and for Girls on the Run. 

Ron Kratofil has over 40 years of nonprofit experience from both the Executive Director and Board perspective. His dual Master’s Degrees in Rehabilitation Counseling and an MBA give him a unique skill set to help organizations effectively master the double bottom line of mission fulfillment and financial stability. Additionally his volunteer work in the last 20 years has centered around serving many and diverse community boards with an emphasis on developing measurable mission metrics and helping clarify the complimentary yet different roles of board and staff. 

Dawn Lehman is a trainer, facilitator and coach who helps people and organizations to live in alignment with their ideals. Dawn is a long-time practitioner of both restorative justice and mindfulness and brings these foundations to her work with Collective Change Partners (www.collectivechangepartners.org). Dawn holds a B.A. in social work, a M.A. in conflict transformation, and a professional certificate in coaching. 

Cindy Leonard has devoted over 20 years working in and with nonprofit organizations, and has served on numerous boards and committees, in various volunteer capacities, and as a consultant, a trainer, an executive director, a program manager, and an IT director. Cindy holds a Bachelor of Science in Computer Science, a Master of Business Administration, and a Master of Education in Instructional Design, all from Seton Hill University. Learn more at https://www.cindyleonardconsulting.com. 

Mark Lynch, principal of Mark J. Lynch and Associates, LLC, has more than 30 years of experience in fundraising, communications, marketing and branding, and organizational development for nonprofit organizations, including fundraising consulting through Ketchum, Inc., and A.L. Brourman Associates, Inc. Mark is a registered fundraising consultant in Pennsylvania and West Virginia. He is active in the community, currently serving on the Community Advisory Board of the Allegheny Regional Asset District, and has served on many other committees and boards for nonprofit organizations including Support Inc. and the Sewickley YMCA. He is a graduate of Leadership Pittsburgh, Class XIII. 

Holly McIlwain leads the Talent Development platform at Winner Partners and is the Human Resources Business Partner for Talent Management at Robert Morris University. Holly has worked with and served on the boards for foundations and nonprofits, and continues to be a frequent speaker on topics of leadership and living at universities, churches, conferences, and workshops. She has recently launched a new nonprofit, the Brave Women Project and is the author of “For She Who Leads: Practical Wisdom from a Woman Who Serves.” She holds an advanced degree in Organizational Leadership from Robert Morris University, and is certified as a DISC Behavior Analyst and a Driving Forces Behavior Analyst. 

Chris Mielo is the Communications Manager at Achieva, where he develops content to share the important work Achieva does in the community for families and people with disabilities, and manages their three brands across 12 social media channels. He has developed videos for the North Side Steelers Youth Athletic Association, The Pittsburgh Steelwheelers, DON Services, Pennsylvania’s Technical Training Assistance Network (PaTTAN), PA’s Office of Vocational Rehabilitation, and done player photos for The Miracle League through Pittsburgh Pirates Charities. He has a B.A. in media arts from Robert Morris University’s TV/Video Production program.

Dino Mintas is the VP of Data Science & Software Design at VISIMO LLC, a local software and analytics consulting firm. He has over 15 years of experience in the fields of data science and business intelligence and has worked for a diverse array of organizations in both the public and private sectors. He holds a BS from the University of Pittsburgh and a JD from Fordham University School of Law. Dino has a lifelong passion for working with and learning from data. He oversees VISIMO’s internal R&D projects and helps business and nonprofits answer their most challenging questions by developing state-of-the-art AI/ML solutions. He lives in western Pittsburgh. 

Dr. Jo Ellen Parker is a former college president and museum executive with extensive fundraising experience. As President and CEO of Carnegie Museums of Pittsburgh, she oversaw the successful campaign to expand the Carnegie Science Center. And as a long-time educator, she loves sharing information to help nonprofit leaders and their organizations thrive. 

Frank Pokrywka, Ed.D. , CIH, FAIHA retired as the Industrial Hygiene Manager for the University of Pittsburgh EH&S Department in 2018 where he was responsible for asbestos abatement, indoor air quality, water quality and laboratory safety. He is currently a consultant for KTA Tator and AM Health and Safety. Prior to joining Pitt in 1996, he spent 12 years as an IH consultant for SE Technologies, 5 years with US Steel, 2 with Koppers Research and 3 years with the air pollution division of Wheelabrator-Frye. During his 47 year career in academia, consulting, industry and construction he has amassed an extensive knowledge of safety, health and environmental matters. 

Warwick Powell, an Executive Service Corps (ESC) and BoardsWork! management volunteer, has worked with and trained many nonprofit boards to improve their understanding and performance. He is a professional executive coach and has 30 years of experience in business management. He is an accomplished strategy development specialist and skilled facilitator with expertise in facilitation, training, consulting, strategic planning, and Open Space Technology. He is a director of Strategic Management Associates which he founded in 1988. Warwick is a professional Intercultural Trainer with considerable experience developing people who are going to China to live. He has visited 46 countries and worked in six of those. 

Melanie Rutan works with a wide variety of nonprofit clients at Bookminders, where she serves as an accountant and trainer. She received her B.S. in Business Administration with an emphasis in accounting from West Virginia State College in 1988 (Summa Cum Laude). Melanie was an Examiner-In-Charge with the Federal Deposit Insurance Corporation (FDIC) for 11 years before joining Bookminders in 2001. 

Jack Ryan is a retirement plan advisor who assists nonprofits to develop and design best in class retirement plans for their employees. Jack also monitors for legislative and regulatory changes that impact the retirement industry to ensure our clients are fully compliant with these new laws. Jack holds a finance degree from Duquesne University, along with an MBA and law degree from the University of Pittsburgh. Additionally, he holds his series 7 and 66 registrations with LPL financial, and is licensed in Pennsylvania for life, accident, and health insurance. He also maintains the Accredited Investment Fiduciary® (AIF®) designation. 

Patrick Schmitt is a leading innovator in the field of fundraising and social impact. From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years. Patrick is the co-founder of FreeWill, a social venture which has helped organizations raise more than $1.5B in new planned gifts and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country. Patrick received his BS from Georgetown University and MBA from Stanford University. 

Fran Sehn is Principal Consultant for FxS Risk and Safety Consulting. He worked as a loss control consultant for 18 years with several major insurance carriers. He was Vice President – Risk Control for Willis Towers Watson where he provided consulting services for manufacturing, construction, institutional, service and supply chain accounts throughout North America. He has been a project leader for both WTW Blue Safety Management clients and the foundry practice. Prior to joining Willis he was Manager of Safety for Washington Steel. He is a member of several ASSP/ISO/ANSI standards committees. He was awarded the 2019 ASSP’s COPS SPY. 

Raffie Sessa is a Certified Industrial Hygienist and Safety professional, and Fellow of the American Industrial Hygiene Association. He has 40 years of experience in industrial safety and health. He spent 23 years of his career with Bayer, with the last 10 years as the Corporate Manager of Safety and Health for Bayer’s North American operations. He retired in 2011 and started a part-time safety and health consulting business, which he is still operating. He has a B.S. in Biochemistry from the University of Pittsburgh, and an M.S. in Industrial Hygiene and Environmental Science from Drexel University in Philadelphia, PA, in 1980. 

James Southworth is a principal of Dickie, McCamey & Chilcote, P.C. He concentrates his practice in the areas of employment and labor law and employment immigration, as well as alternate dispute resolution and mediation. Prior to becoming an attorney, he was a human resource manager, giving him an understanding of the issues companies face when dealing with employees, which enables him to provide advice that not only passes legal muster but is also grounded in the realities of the workplace. James has complied with and been accepted as a mediator for the Western District of Pennsylvania ADR program. 

Mike Stancil is Marketing Director at the Pittsburgh Business Group on Health (PBGH). He has over 13 years experience in marketing strategy with over 6 years in nonprofit marketing. Mike’s digital strategy efforts helped Highmark Health win two gold Effie Awards in 2017 and his strategy and agility during 2020 resulted in the PBGH being recognized with a Membership Leadership Award by the National Alliance of Healthcare Purchaser Coalitions. He has his Bachelor’s degree in Sociology from Slippery Rock University and a Master’s degree in Digital Publishing from George Washington University. 

Tom Sullivan is a Leadership & Organizational Development Consultant with ProGrowth Associates, LLC, Pittsburgh, PA. He has many years of service in key human resource positions creating solutions for executive learning, talent assessment and succession planning. Tom works closely with senior management teams as a trusted advisor, serving in a variety of corporate, health care and nonprofit industries. He is an accredited facilitator for multiple leadership and team development models, and has conducted seminars throughout North America and in Europe. Tom has a master’s degree in Public Administration from Long Island University, NY and a bachelor’s in Social Work from Kean University, NJ.

Sarah Thurston is a Research and Evaluation Specialist at the University of Pittsburgh’s Child Welfare Resource Center. In this position and others she has held over the past fifteen years, data has played a central role – through analysis, decision-making and evaluation of program/service effectiveness and outcomes – ideal for Sarah’s strengths of logical, linear thinking. Outside of work, she enjoys time with her family and volunteers with the Community Advisory Board of WQED. 

Dave Tinker, CFRE, FAFP is Vice President of Advancement at ACHIEVA and an adjunct professor of informatics at Muskingum University’s Master of Information Strategy, Systems and Technology (MISST) program. A certified Association of Fundraising Professionals (AFP) Master Trainer, he was honored by AFP International as one of the first six Distinguished Fellows. Dave received an M.P.A. with a concentration in nonprofit management from the Lilly Family School of Philanthropy at Indiana University. He received a B.A. in chemistry and English and an MISST from Muskingum University. He is also a graduate of Leadership Works – Indianapolis, Class III. 

Maria Zeglen Townsend, Ph.D. is adjunct faculty for the University of Pittsburgh and president of Townsend Associates LLC, offering evaluation training and consultation. Maria uses both quantitative and qualitative methods to evaluate local, state and national programs, conduct needs and strengths assessments, and identify and measure social indicators. Dr. Townsend has taught graduate level courses in evaluation, quantitative and qualitative research methods, and policy analysis for University of Pittsburgh’s Graduate School of Public and International Affairs, the School of Education, and the School of Social Work. Dr. Townsend received her Ph.D. in Developmental Psychology from Michigan State University with a specialization in infancy studies. 

Derek Vent directs a team of project managers and analysts at Highmark. He is effective at developing relationships and influencing the delivery of transformational initiatives. As a trusted advisor, he provides tactical insights, proper sequencing of key initiatives, and mentor teams to deliver results. Derek is experienced in leading collaboration and executing on objectives with teams located in multiple locations and remotely. 

Trina Walker is the Lead Consultant for TLW Strategy, a consulting firm designed to help nonprofits create efficiencies in their plans, people, and processes so they can have a greater impact. Trina has more than 25 years of nonprofit leadership, strategy, and marketing experience in healthcare, advertising, consulting, education, religious, and cultural organizations. She has helped organizations with strategic planning, organizational change, staff development, fundraising, marketing, and communications. Prior to launching her own consulting company, Trina served as Director of Communications and Creative Services at Carnegie Library of Pittsburgh, and Director of Marketing and Outreach at the University of Pittsburgh’s College of General Studies. 

Michael J. Ward, LUTCF, ChFC®, AIFA® is founder and president of Wealth Management Partners, LLC, a Pittsburgh based wealth management firm. Prior to establishing WMP in 2001, Michael was the associate managing director of the Acacia Financial Center of Pittsburgh. During his 16 years with Acacia, Michael held a variety of management positions. Michael is a registered representative, Investment Advisor Representative and securities principal with Commonwealth Financial Services® (Member FINRA/SIPC). In addition, Michael is a Chartered Financial Consultant®, holds the Accredited Investment Fiduciary Analyst® (AIFA®) designation, and maintains FINRA Series 7, 24, 63, and 65 securities registrations. He works with non-profit organizations providing fiduciary consulting as well as asset management. Michael lives in Beaver, PA with his wife and two children. He is a member of the Saints Peter and Paul Church finance council and the Brighton Township zoning board. His hobbies include skiing, boating and family time. Wealth Management Partners, LLC Foster Plaza 11, 790 Holiday Drive Pittsburgh, PA 15220 412-539-0015

Stephen Wayhart has been a brand builder and growth marketer for 30+ years, from his Ad Agency days with General Motors’ Dealer Groups to the corporate side with McDonald’s and Sprint PCS. For the past 17 years, as principal of BrandMill, he has elevated brands such as The Gateway Clipper Fleet, Iron City Beer, Kennywood, Idlewild and the Priory Hospitality Group. As a servant leader, he has helped to lead and lift the brands of nearly 50 nonprofit organizations. In short, Stephen builds strong, purpose-driven brands that make a profitable and positive impact. 

Drew Zerick is an assurance services manager with Sisterson & Co. LLP and has over 15 years of professional experience. Her professional career has involved providing accounting and auditing services to a variety of clients, with a focus on nonprofit organizations, as well as spending several years working as a Controller for a healthcare company. Drew rejoined Sisterson in 2013 where she also serves on the Firm’s Recruiting Committee and as an instructor for their in-house continuing professional education program. Drew also has experience serving on a nonprofit board and presenting financial statements to nonprofit boards.

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