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.
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 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 firstname.lastname@example.org 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:
- 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.
- 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 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.
Stacy Bodow is the Community Engagement Manager for Global Links, a medical relief and development organization dedicated to supporting health improvement initiatives in resource-poor communities and promoting environmental stewardship in the U.S. healthcare system. Stacy’s main responsibilities include education and outreach for the organization, as well as special projects to engage volunteers. Prior to joining the Global Links team, Stacy spent 15 years with Visions Service Adventures leading month-long international service learning programs for groups of teenagers where she still works facilitating intensive training workshops. Stacy holds her M.Ed. from University of Pittsburgh in social and comparative analysis in education.
Stacey Brodak, Vice President for Institutional Advancement and University Relations, joined Waynesburg University in 2017 and helped launch the Chevron Center for Corporate Social Responsibility in 2018. Experienced in government and corporate affairs, she has a broad background in communications, donor stewardship, government and community relations, corporate social responsibility, leadership and management for both the private and public sectors. Active in the community, she currently serves on the boards of Blueprints, Leadership Washington County and is a member of the Waynesburg Rotary Club. Stacey received her MBA from Waynesburg University, a Certificate in Corporate Citizenship Management from Boston College and a Bachelors of Arts from West Virginia University.
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.
Garrett Cooper has spent years immersed in the financial, nonprofit, and technology sectors. Today, Garrett is the CEO of BenefitMany, a web and mobile app development agency with offices in Pittsburgh, Reno, and San Diego. BenefitMany helps small businesses, startups, and nonprofits to bring their app ideas to fruition. Prior to BenefitMany, Garrett was the COO of MortarStone, a leading donor analytics software provider to churches. Garrett holds degrees in finance (B.S. and M.S.) and nonprofit management (M.S.) and is a graduate of Academy Pittsburgh. He is also the founder and Chairperson of The Robert M. Rodrigues Fund, a nonprofit that gives back to his high school community.
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.
Joseph M. Delisi, CPA, is an Accounting & Assurance Principal at H2R CPA who specializes in nonprofit accounting and auditing. With more than 30 years of accounting experience, his areas of focus include audits of nonprofit organizations, Single Audits, program audits, budgeting, internal control analysis and financial reporting practices. In addition to providing interim and yearend accounting and tax services to clients, Joe also serves as a technical reviewer of financial reports issued by the firm to ensure compliance with the firm’s quality and professional standards. Joe holds a Bachelor’s Degree in accounting from Duquesne University.
Trisha Gadson, Executive Director of Macedonia FACE began a career in Child Welfare as a Child Protective Service Worker, followed by both intake and supervisory positions at Allegheny County Children and Youth Services. She implemented a medical foster care case management program at Mercy Hospital and served as the Training and Best Practice Technical Assistant for the Pennsylvania Statewide Adoption and Permanency Network. Trish serves as a trainer and curriculum writer for the Child Welfare Training Program of the University of Pittsburgh and is a member of the board of directors for the McKeesport Area School District. She holds a Ph.D. in community engagement.
Angela Garcia is the Executive Director of Global Links, a Pittsburgh-based nonprofit organization that supports public health initiatives in communities that lack resources, locally and globally, particularly in Latin America and the Caribbean. She serves on the Advisory Board of the Bayer Center for Nonprofit Management and is a founding member of the Pittsburgh Chapter of the Labor Council for Latin American Advancement. She was named a Pittsburgh’s “40 under 40”, a Cribs for Kids Woman of Achievement and was nominated for an Athena Award. She lives with her husband and children in Emsworth and enjoys all things Pittsburgh, especially biking and kayaking our trails and rivers.
Victoria “Vikki” Garner coordinates public relations, marketing and media activities for Program to Aid Citizen Enterprise (PACE) and cultivates and prepares proposals for potential funders. Her professional experience includes several years as a publicist and community and public affairs producer for Time Warner Cable in New York City, and as a communications specialist in the areas of community affairs and health education and promotion in Pittsburgh. A native of Pittsburgh and a graduate of Schenley High School, Vikki earned her Bachelor of Arts degree in English from Spelman College and a Paralegal Certificate from the Duquesne University Paralegal Institute.
Joseph Hall is the Executive Director of the Kelly Strayhorn Theater, a presenting arts organization that serves as a catalyst for creative expression, bringing diverse communities together through multidisciplinary performance work in Pittsburgh’s East End. He has worked as an independent producer, curator, and performer, co-founding Pearl Diving Movement Residency, a month-long dance residency, and co-curating TQ Live! at the Andy Warhol Museum. As a performer, Joseph has collaborated with Staycee Pearl dance project (Pgh), choreographers Lida Winfield (VT), Maree Remalia (FL), and Jasmine Hearn (NYC), video artist Suzie Silver (Pgh), and presented his own work at The Andy Warhol Museum as part of TQ Live!, which he also MCed.
Frank X. Hartle is an Assistant Professor at RMU in the School of Informatics, Humanities and Social Science and Director for Criminal Justice Programs. With 30 years of experience in law enforcement and criminal justice including the Pittsburgh Bureau of Police as an officer and detective, he serves as the Assistant Federal Security Director for Law Enforcement for DHS/TSA. Frank was the Federal Air Marshal Service representative on the Pittsburgh FBI Joint Terrorism Task Force. He holds a degree in Computer Systems Technology from Duquesne University, a master’s degree in Criminal Justice Administration from Point Park University, and a doctor of science in Information Systems at Robert Morris University.
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 HRM, 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 HR Captain of BCNM’s “Ready to Compete” program and a past Board of Trustee member for the Homeless Children’s Education Fund.
Jared Henigin, 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 nonprofit 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 Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser
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.
Kate Kelly joined the Housing Alliance of Pennsylvania as an Associate Director of Outreach & Engagement in January 2020 where she manages the Housing Alliance’s PA Votes civic engagement initiative which has the goal of establishing 4,000 new voter contacts leading up to the November 2020 election. Previously, she worked for Monarch Housing Associate in New Jersey as a Public Policy Associate and as the Reaching Home Campaign Manager for the Partnership for Strong Communities in Connecticut. Kate holds an MSW from the UCONN School of Social Work and earned her Bachelor of Arts at the University of Notre Dame.
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.
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.
Joyce Lewis-Andrews has been a volunteer with the Executive Service Corps since 2009 and is skilled in the areas of fundraising, marketing and communication, strategic planning, board development, volunteer management, and community engagement. She is currently the Executive Director of the Vincentian Charitable Foundation, and has served in a leadership position with McGuire Memorial Foundation, Girl Scouts Western Pennsylvania, Community Design Center of Pittsburgh, and Adult Resources, Inc. She is a facilitator for the BoardsWork! program at the Bayer Center. A graduate of Point Park University, Lewis-Andrews lives with her husband, David, in Ben Avon Heights.
Hannah Locop is the Program Manager of the Greater Pittsburgh Nonprofit Partnership (GPNP), a program of The Forbes Funds and coalition of more than 400 nonprofits across 10 counties in southwestern Pennsylvania. Hannah serves to support the advocacy, education, and convening of the network, including civic engagement programming regarding the 2020 Census and voter registration. Born and raised in South Florida, Hannah is first generation Filipina American and a graduate of the University of Florida with a BS in Political Science.
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.
Erin Perry has been the executive director of the Legacy Arts Project since 2011. As a graduate of the Katz Graduate School of Business, she applies her academic training within a community setting, utilizing arts as a tool for transformation. Erin has been an active member of Legacy since 2005, participating as a member of the dance ensemble through present day. With an extensive background in teaching, she has impacted children and adults from Wilkinsburg to Taiwan, teaching classes in English, Math, Photography, and Movement. As a mother of two growing boys, her focus continues to be grounded in the upliftment of humanity through knowledge of self.
Mary Phan-Gruber, MSW, began her role as the first Executive Director of the Jefferson Regional Foundation, targeting communities south of Pittsburgh, PA, in November 2013. Prior to this role, she served as a Deputy Administrator at the Area Agency on Aging, overseeing quality, monitoring, training and information systems. Mary is a summa cum laude graduate of Muskingum College, and received her Master of Social Work in Policy, Planning & Administration at Western Michigan University. Currently she is the President of PA Coalition Against Rape, and serves on the Executive Council for the University of Pittsburgh School of Social Work and the Social Work Advisory Board for CCAC.
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.
Anthony G. Robins, Ph.D., is the Chief Diversity and Inclusion Officer and Associate Professor of Biology at Robert Morris University. He holds a B.S degree in Biology/Psychology, a Ph.D. in Epidemiology and a certification in Diversity and Inclusion from Cornell University. He is a member of the American College of Epidemiology, Pennsylvania Public Health Association, American Public Health Association, Black Caucus of Public Health Workers, and the Academy of Health Equity. Anthony has been the recipient of numerous past awards and honors, including Inspiring Leaders in STEM; Distinguished Teaching Award; Who’s Who in Black Pittsburgh Men of Excellence; and the New Pittsburgh Courier’s 50 Men of Excellence.
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.
Edward G. Scherer, CPA, is an Accounting & Assurance Partner at H2R CPA, and is the Partner-in-Charge of the firm’s Nonprofit Services group. With over 30 years of accounting experience, Ed concentrates his practice in accounting and auditing for nonprofit organizations and closely held businesses, as well as management consulting and business advisory services. Ed’s industry specialties include manufacturing, technology, higher education foundations and nonprofits. Ed holds a Bachelor’s Degree in Economics from Allegheny College.
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. 23 years of his career was spent 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.
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 the Manager of Data-Driven Models at the Allegheny County Department of Human Services. She has been with the County for 10 years in various roles, ranging from Data Analyst to Quality Assurance Director for a federal grant program. In all these positions, data has played a central role in decision-making and evaluation of human 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 Big Brothers Big Sisters in the Mentor2.0 program and 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.
Lee Ann Wainwright is the Director for Strategic Partnerships and the Center for Corporate Social Responsibility at Waynesburg University. Previously, Lee Ann was a Corporate Affairs Advisor for Chevron where she managed the company’s STEM Education & Workforce Development investments as well as their CSR work across PA, OH and WV. She was recognized for her work by the Pittsburgh Business Times with a Women in Natural Gas Leadership (WING) award and as a member of the 2018 40 under 40 class. Lee Ann received her undergraduate degree in advertising and public relations from Marietta College and her master’s degree in public relations from Kent State University.
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.
DeWitt Walton is a 25-year employee of the United Steelworkers, currently assigned to the Civil & Human Rights department where his responsibilities include increasing union membership and strengthening the historic link between organized labor and the Minority community. He serves as Vice President of the Pittsburgh A. Philip Randolph Institute, is a board member of the Thelma Lovette/Centre Avenue YMCA, Three Rivers Waterkeepers and Schenley Heights Development Corporation. DeWitt lives in the Hill District and serves as the District 10 Representative on the Allegheny County Council where he serves on the Public Works and Public Safety committees and is Chairman of the Executive committee and the Committee on Economic Development and Housing.
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 nonprofit 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 Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser
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.
Josh Whiteside started his career in the insurance industry as a corporate benefits consultant in the Pittsburgh area. In 2012, he helped to launch Beverly’s Birthdays, with the mission of providing birthday parties and presents for children experiencing homelessness in the Pittsburgh region. After 18 months serving as volunteer Director of Fundraising and board member, Josh switched and became the first full-time employee of Beverly’s Birthdays as a Director. In 2018, Josh made the change from birthday programming to education, as Executive Director of The Education Partnership, providing school supplies for students and teachers in low-income schools in the Pittsburgh region.
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 our 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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