Job Title: Tax Manager
Organization: Blazek & Vetterling LLP
Degree(s): Master's of accountancy
Amanda Adams, CPA, tax partner, joined Blazek & Vetterling in 2003 and became a partner of the firm in 2011. Ms. Adams currently serves a broad range of nonprofit clients including social service agencies, civic, business, and cultural organizations, private foundations, and health-care related organizations. In 2007, she co-authored an article entitled “Transfers Between Private Foundations” that appeared in Trusts & Estates magazine. In 2013, she co-authored an article entitled “The Death of Sudden Tipping” that appeared in Taxation of Exempts magazine. She has also co-authored (with Jody Blazek) Revised Form 990: A Line-by-Line Preparation Guide (2009) and Tax Planning and Compliance for Tax-Exempt Organizations (2012). Ms. Adams has presented seminars on nonprofit tax issues for the Houston Chapter of CPAs, Rice University’s Center for Philanthropy and Nonprofit Leadership, South Texas College of Law, and many others. In 2011, she wrote questions about nonprofit and governmental accounting that were selected for use in the Financial Accounting and Reporting section of the Uniform CPA Examination. Ms. Adams received her bachelor of arts degree from The University of Texas at Austin in 1999, and her master’s of accountancy degree from The University of Houston in 2009. She is a member of the American Institute of Certified Public Accountants and an associate member of the AICPA’s Exempt Organizations Tax Technical Resource Panel. Ms. Adams is also a member of The Woman’s Club of Houston.
Job Title: President
Organization: Ann Turnbach & Associates
Degree(s): Bachelor degree in education (Education)
Certifications: Certification in Human Resource Management
Ann Turnbach is president of Ann Turnbach & Associates, a firm specializing in providing organizations with human resource and executive consulting services. She spent 23 years at the Houston Chronicle where she served as personnel director and vice president of human resources. As a result of her success with the Chronicle's programs, all Hearst Newspaper diversity and professional development programs were centralized and added to her area of responsibility. Ms. Turnbach was awarded the John Blodger Diversity Award by the Human Resource Media Association in 2002 and was named Best HR Executive by HR.com in 2005. She holds a bachelor's degree in education from Bloomsburg State College and a certification in human resource management from New York University. She was a participant of the Hearst Management Institute, an executive development program administered by Northwestern University's Kellogg School of Business.
Title: Director of Individual Giving
Organization: Houston Ballet
Degree/s: Bachelor's in art history
Ashley Tagle is a development professional with 10 years of experience in the arts and nonprofit field. She is currently the director of individual giving at Houston Ballet, the fourth largest ballet company in the country. Her previous experience includes serving as assistant director of development at the Blanton Museum of Art. Ashley is a graduate of The University of Texas at Austin where she earned a bachelor’s degree in art history.
Job Title: Director of Development
Organization: Baylor College of Medicine
Degree/s: BA, J.D.
Brena Baumann-Gonzalez, JD, is the director of development at Baylor College of Medicine. She has been affiliated with Baylor since 1996. Previously she served as the director of planned giving at Houston Baptist University. Ms. Baumann-Gonzalez holds a BA from HBU and a J.D. from the University of Houston Law Center. She is a past president of the Planned Giving Council of Houston.
Job Title: Senior Vice President of Development
Organization: The Harris Institute
Degree(s): Bachelor of arts in business management and finance
Carme Williams, CFRE, has over 18 years of experience in development. She is currently the senior vice president of The Harris Institute whose mission is to serve socially and economically disadvantaged communities locally and across the nation in the areas of Education, Health and Wealth. A signature program is a ‘no out-of-pocket expense’ two-week Summer Science Camp on college and university campuses all over the country, 95% of the youth who participate in our program graduates from high school and 85% continue on to college to study in a STEM field. She was an executive director of Houston Community College Foundation; served as director of development in Major Gifts and the School of Humanities at Rice University. Ms. Williams is a past president of the Association of Fundraising professionals –Greater Houston Chapter, where she also served as vice president of Diversity and Community Outreach, Professional Advancement and chair of the Ask the Experts conference. She is a board member of the United Nations Association of Houston Board, past chair of the nominating committee and a member of the Houston Public Library Foundation Board. In 2016 The Greater Houston Women’s Chamber of Commerce recognized Ms. Williams as a ‘2016 Role Model Women in the Fast Lane for STEAM.’ Ms. Williams holds a BA in business management & finance and earned her CFRE in 2009.
Job Title: Director of Advancement Services
Organization: Dallas Zoological Society
Degree(s): Bachelor's degrees in economics and finance, master's and Ph.D. in public affairs
Clint Shipp, PhD,is director of advancement services at the Dallas Zoological Society. Previously, he held a similar positions Trinity University and the University of North Texas. He has been involved in philanthropy and community service for more than a decade. He has experience fundraising and operating nonprofit organizations. Dr. Shipp also teaches in the master's degree program in public administration at The University of Texas at San Antonio and is a frequent speaker at fundraising conferences. He holds a Ph.D. in public affairs from The University of Texas at Dallas, a master's of public affairs and a bachelor's in economics and finance.
Job Title: Director of Corporate/Foundation Relations
Organization: The University of Maryland
Degree(s): Bachelor's degree, MBA
David VanLone is director of corporate/foundation relations for the Office of Development and Alumni Relations in the Robert H. Smith School of Business at the University of Maryland. He has 20 years of experience in development, including a previous post as the senior vice president of major gifts for the Great Rivers Affiliate of the American Heart Association, as well as the Presbyterian Healthcare Foundation, the Baylor Health Care System Foundation, and Southern Methodist University. While at SMU, the university announced and completed the $540 million The Campaign for SMU: A Time to Lead initiative. Mr. VanLone has served as a fundraising consultant for universities and nonprofits, and as a technical consultant for prospect screening companies. He is co-founder, former president and board member of the Southwest Chapter of the Association of Professional Researchers (APRA) and is a frequent presenter for organizations such as CASE, AHP, AFP, APRA. In 2009, he was presented with the Jonathan Lindsay Award, which recognizes long service and expertise in prospect research. He holds a bachelor’s degree in marketing from St. Bonaventure and an MBA from Syracuse University.
Job Title: Senior Director of Development & Team Lead
Organization: Oklahoma State University Foundation
Degree/s: Bachelor's degree in journalism and master's degree in English
Diane Crane leads the development team for the Spears School of Business at Oklahoma State University Foundation and is responsible for leadership gift and major gift fundraising for the school. She joined the OSU Foundation in January 2011. Ms. Crane began her advancement career at Texas Christian University, first in communications (1985-1989) and then as director of prospect research (1989-1996). She joined the consulting firm Bentz Whaley Flessner in 1996 and spent nine years as a fundraising consultant to universities, hospitals and other nonprofits throughout the United States. In 2005, she became vice present of development at Cook Children’s Health Foundation in Fort Worth, and then from 2008-2010 served as campaign director at the University of North Texas. Diane has been a presenter at APRA and CASE conferences for many years and was a board member for the Association of Professional Researchers for Advancement. She earned her bachelor’s degree in journalism (1983) and a master’s in English (1991) from Texas Christian University.
Job Title: Senior Director of Development Research & Resources
Organization: University of Arizona Foundation
Degree(s): Bachelor's degree in sociology and master's degree in social sciences
Emily Walsh has more than 10 years of experience in database development and management, prospect development, academic research, and strategic planning and process analysis within higher education and non-profit organizations. She began her development career with the University of Chicago’s Cultural Policy Center where she helped them launch their first development database. In 2007, she joined the University of Chicago’s Alumni Relations and Development office, moving from Prospect Management Analyst to the position of Senior Director of Prospect Research, Prospect Management, and Analytics in 2011. Ms. Walsh now works for the University of Arizona Foundation as the Senior Director of Development Research & Resources, where she has been since 2011. In her role, she manages the Prospect Research, Prospect Management, Constituent/Alumni Records, and the Applications Training & Reporting Support teams. She has been an active member of the Association of Professional Researchers for Advancement (APRA) since 2007, and has served on the Board since 2014. Ms. Walsh has been a speaker at APRA, CASE, and SunGard conferences, and was the Conference Chair of APRA’s Annual International Conference - Prospect Development 2014. She is an honors graduate of James Madison University where she received her bachelor of science degree in sociology and a graduate of the University of Chicago where she received her master’s degree in social sciences.
Job Title: Chief Executive Officer
Organization: HSP Services, LLC
Heather Patrick is the chief executive officer of HSP Services, LLC, a consulting firm that focuses on helping organizations increase revenue, build sustainability, maximize talent and capitalize on strategic partnerships. Ms. Patrick has spent more than fifteen years in the nonprofit community both as a volunteer and nonprofit executive, serving at the local, regional and national levels of healthcare nonprofits focused on impact. In previous roles, Ms. Patrick has been responsible for the design and implementation of an entire community engagement plan for a $10 million organization, development and execution of best practices for 120 Affiliates, with revenues of more than $100 million, ranging from fundraising to structure to governance, leading the development and management of community grants program portfolio that spans 2000 organizations and makes investments of $95M annually, and developing the strategy for restructuring a field network to leverage resources and improve efficiencies. In August of 2009, she was selected to participate in the Leadership Institute for Nonprofit Executives at Rice University. She is also a part of the Nonprofit Leadership Alliance Host Committee for the 2016 Alliance Management Institute, serves as the chair of the Delta Gamma Foundation Richard D. Shirk Family Lectureship in Healthcare Values and Ethics at the University of Houston, was a member of the 2012 Community-Campus Partnerships for Health Conference planning committee, participates on the Advisory Council for the Houston Delta Gamma Foundation, and served on the Advisory Council for the St. Luke’s Episcopal Health Charities Center for Collaborative Leadership. Ms. Patrick earned her B.B.A. from the University of Houston.
Job Title: President
Organization: Strategic Decision Associates
Degree(s): Master's degree
Jeff Stys has been President of Strategic Decision Associates, a Houston-based consulting practice, since June 2008. He focuses on organizational strategic planning, development of high-performing collaboratives, and community planning. He brings both his coaching and facilitation skills to all his engagements. Since starting Strategic Decision Associates, Mr. Stys has worked with a number of Houston and Galveston philanthropic, government and non-profit organizations. He has spoken about the role of nongovernmental organizations in disaster response in Bilbao, Spain and Rio de Janeiro, Brazil. Mr. Stys spent over ten years at the United Way of Greater Houston where he oversaw the development and execution of community initiatives such as Operation Thrive and coordination of the social service efforts after Hurricanes Rita/Katrina and Tropical Storm Allison. Born and raised in upstate New York, Mr. Stys has been a Houstonian for more than 25 years and has a masters’ degree from the LBJ School of Public Affairs in Austin.
Organization: St. Jude Children’s Cancer Research Hospital/ALSAC
Degree(s): Bachelor's degree in English
Jennifer Reeves, CFRE, is a seasoned development professional with more than 18 years of experience with progressively responsible roles in large multi-part academic- and health-related institutions as well as leadership positions in social service-based nonprofits and private K-12 education. Her experience includes a proven track record of successful major gift fundraising including demonstrated success in identifying, personally cultivating, soliciting and closing leadership-level gifts. Previously, she served as vice president of advancement for Family Services of Greater Houston (Family Houston) and as a major gifts officer for the Houston Food Bank, the nation’s largest food bank and member of Feeding America. Ms. Reeves is a graduate of The University of Texas at Austin, with an emphasis in English and psychology. She is a longtime member of the Association of Fundraising Professionals and holds CFRE certification. She currently serves as senior philanthropic advisor for St. Jude Children’s Cancer Research Hospital/ALSAC.
Job Title: Founder and President
Organization: Leadingwell Associates
Degree(s): Ph.D.; Master of arts in theology
Joseph W. Synan is a leadership and team effectiveness consultant who has successfully served organizations and teams in the corporate, non-profit, and public sectors. The focus of his work is helping leaders and teams by facilitating their consensus building and helping them to lead, vision, and plan better together. Mr. Synan has assisted hundreds of not-for-profit organizations in their strategic planning, visioning, and goal setting. He is founder and President of Leadingwell Associates, a consulting practice he has led since 1988. Joe is the past President of the American Leadership Forum, a national non-profit organization that brings together diverse senior leaders in communities across the country. Mr. Synan was President and COO from 1987-90, and later served as Chairman of the Board for the national organization. An experienced entrepreneur and business consultant, in 1985 Joe co-founded Change Management Associates, a Houston firm which specialized in helping companies down-size and helping people affected by the down-sizing to continue their careers. Joe has 17 years in the energy industry with Gulf and Chevron. He held senior management positions in information resources, research and development, and strategic planning in both the U.S. and Canada. Mr. Synan's earliest career was in nuclear power, where he assisted a Gulf subsidiary in obtaining approvals for the operation of its nuclear power plants. Mr. Synan has three degrees in nuclear engineering, two from M.I.T. and one from Notre Dame (graduating Maxima Cum Laude). He has completed the University of Virginia, Executive Business Program, and holds a master's degree in pastoral theology from the University of St. Thomas. He is a native of Zanesville, Ohio and resides in Kingwood, Texas with his wife, Susan, a psychotherapist. Their son, Chris, a graduate of the University of St. Thomas and South Texas College of Law, and their daughter, Jenny, is a graduate of New York University. For the past 10 years, Mr. Synan has been a student at the Glassell School of the Museum of Fine Arts in Houston, studying painting. He sells his art through the website SynanArt.com. His paintings have been exhibited at galleries and exhibitions throughout Houston. His work was selected for inclusion in the Woodlands Waterway Arts Festival, one of the highest-ranked arts festivals in the country. An active mountain hiker, runner, and cyclist - Mr. Synanhas hiked to the highest point in 44 states, and, since 2005, has completed 9 marathons, 5 half marathons, and 3 MS150 bicycle events (Houston to Austin).
Job Title: Principal
Organization: Bentz Whaley Flessner
Degree(s): Bachelor's degree and a master's degree in nonprofits arts and cultural management
Joshua M. Birkholz is a principal at Bentz Whaley Flessner, where he oversees specialty consulting services. His team includes experts in development operations, prospect development, social media, constituent engagement and analytics. Mr. Birkholz is founder of the BWF analytics division, DonorCast. He has built data mining programs and ushered organizational change for leading nonprofits in higher education, healthcare, the arts, advocacy and social service sectors throughout the United States and beyond. He is widely regarded as a leading innovator in 21st-century development strategies and is the author of the sought-after book, Fundraising Analytics: Using Data to Guide Strategy. Mr. Birkholz holds a BA from Concordia University-St. Paul and an MA in nonprofits arts and cultural management from St. Mary's University of Minnesota.
Job Title: President
Organization: Newman & Newman
Kelli Newman brings 30 years of communication experience to her position as president of Newman & Newman, where her responsibilities center on formulating strategies, messaging and producing communication tools for both nonprofit and for-profit clients. Prior to joining Newman & Newman in 1996, she spent 11 years as in-house public relations counsel for Baylor College of Medicine (including the DeBakey Heart Center) and Texas Children’s Hospital. In 2012, Ms. Newman was invited to begin serving as an instructor for Rice University’s Center for Philanthropy & Nonprofit Leadership after co-developing curriculum for the course on Communications for Nonprofits. In 2016, she was added to the CPNL’s Leadership Institute for Nonprofit Executives (LINE) program teaching Marketing and Public Relations. Her work has received numerous awards, including the Grand Excalibur, PRSA Houston’s highest recognition of professional standards. Accredited in 1989 by the Public Relations Society of America, Ms. Newman is also a member of the Association of Fundraising Professionals and founding member of IGNITE, a by-invitation coalition of executive women with leadership experience in healthcare. Ms. Newman has published several articles regarding communication strategies. Her most recent article for AFP’s Advancing Philanthropy appears in the magazine’s spring 2017 issue. She presented the topic, Successfully Navigating Messaging Milestones, as plenary speaker for the CPNL’s 2017 Best Boards conference.
Job Title: Senior Director of Constituent Strategy
Organization: Rice University
Degree(s): Bachelor of arts in history, MBA (Finance & Marketing)
Kelly Quin is senior director of constituent strategy for Rice University. She has 17 years experience in university administration, including five years in finance and 12 years in development. She has served as a board member and officer of a local nonprofit. Ms. Quin holds a BA in history and MBA in finance and marketing.
Job Title: CEO
Organization: Holocaust Museum Houston
Degree(s): Bachelor's degree in finance; Ed.D in administration and supervision; MBA
Dr. Kelly J. Zúñiga serves as the CEO at the Holocaust Museum Houston which is dedicated to educating people about the Holocaust, remembering the 6 million Jews and other innocent victims and honoring the survivors' legacy. She is responsible for all museum operations and reports to a 30 member Board of Trustees and a 75 member Board of Advisors. Her past work experience includes key fundraising positions with the Houston Community College Foundation, Houston Zoo, Inc.; University of Houston System; Sacred Heart University in Fairfield, Connecticut; Claremont Graduate University in Claremont, California; and Children’s Hospital Los Angeles. She earned her Doctor of Education from the University of Houston in Administration and Supervision where her dissertation focused on a study of donors who have made online contributions to universities. In addition, she has earned a Master of Business Administration from the University of San Diego and a Bachelor of Science in Finance from San Diego State University. Dr. Zúñiga is an adjunct lecturer at Texas A&M University’s Bush School of Government & Public Service and serves as an adjunct lecturer for Art of Fundraising I at the Rice University Center for Philanthropy & Nonprofit Leadership at the Susanne M. Glasscock School of Continuing Studies. She is also a member of the Greater Houston Partnership’s Executive Women’s Partnership, the Houston Museum District Executive Board, and is a Sr. Fellow, American Leadership Forum Class of XXXIV. She was named in 2013 by Houston Woman Magazine, “Houston’s 50 Most Influential Women of 2012.” and in 2016 was awarded by the Association of Fundraising Professionals Greater Houston Chapter the M. Anne Murphy Award for Professional Advancement.
Job Title: Director
Organization: Center for Philanthropy & Nonprofit Leadership
Degree(s): BBA in marketing, MPA in nonprofit management and master of arts in philanthropic studies
Kristen Schlatre is the Director of the Center for Philanthropy & Nonprofit Leadership at Rice University at the Susanne M. Glasscock School of Continuing Studies. In this capacity, she is responsible for ensuring the continued quality and growth of professional development courses as well as increasing the certificate program participation. Her career in the nonprofit sector began with an internship as part of the Nonprofit Leadership Alliance program at the University of Houston. She taught elementary school as a Teach For America Corps member in South Louisiana after earning a BBA in marketing. She also holds a MPA in nonprofit management and MA in philanthropic studies from Indiana University through the Center on Philanthropy.
Job Title: Founder
Organization: Honu Advisors
Degree(s): MBA with concentration in Nonprofit Management
Leslie C. Wang came to Houston in 2000 as a Teach For America corps member and taught fifth grade at Oates Elementary School. She later attended business school at The University of Texas at Austin, where she earned an MBA focused on nonprofit management. Her goal was simple: to help the people who help other people. After graduate school, she served as a program officer at Houston Endowment, a private philanthropy in the greater Houston area. In that position, she had the privilege of learning about nonprofit organizations in Houston and analyzing the unique strengths that they bring to tackling complex social problems. As a program officer, she developed a strong network among the non-profit and philanthropic community, along with a deep understanding of the challenges and opportunities that drive the non-profit sector. In January 2016, Ms. Wang launched Honu Advisors, a small consulting practice focused on strengthening the social sector through board development, succession planning and governance reviews.
Organization: St. Agnes Academy
Degree(s): Bachelor's degree and master's in public relations
Lisa M. Chmiola, CFRE, is the director of major gifts and planned giving at St. Agnes Academy, a Catholic college preparatory girls’ school in Houston, Texas. She is responsible for transformational fundraising, particularly related to capital campaigns and the 1906 Society for legacy donors. Previously she served as director of advancement for the University of Houston College of Technology, where she oversaw fundraising, alumni relations, marketing and communications efforts. She was part of a task force in 2009 to develop the college’s social media sites, strategy and policies. She has presented several times locally, nationally and internationally on fundraising and social media, and was responsible for the AFP Houston chapter’s social media site development. She is a certified AFP Master Trainer and an official member of the AFPeeps, a flock of volunteers dedicated to spreading the word about AFP and the International Conference on a variety of social media outlets. She serves on the AFP International Collegiate Chapter Support subcommittee, and the task force that coordinates the annual National Philanthropy Day Honors event. She currently serves on the Planned Giving Council of Houston board as president-elect. Lisa’s 14 years of development experience also includes fundraising for the American Heart Association and the City of Lake Charles, Louisiana. In addition to a bachelor’s in journalism at UH, she earned a master’s in public relations from the University of Louisiana at Lafayette. Lisa is also a sustaining member of the Junior League of Houston, and a graduate of Leadership Houston’s Class XXIX and the Center for Houston's Future LeadershipNEXT program.
Job Title: Nonprofit Management & Career Coach
Organization: Positively Your Coach!
Degree(s): Bachelor of arts in journalism
Marianita Snodgrass is an executive coach, specializing in fundraising assessments, strategic plans, staff recruitment and building strengths-based advancement managers and teams for organizations. She worked in the public relations department for the Greater Houston Convention & Visitors Bureau, became a capital campaign assistant at Saint Agnes Academy, and served as director of brand management and as director of development-capital campaign for the Girl Scouts of San Jacinto Council. She is a member of the Association of Fundraising Professionals, Greater Houston Chapter, and participated in its Strategic Advance Professionals Focus Group and served on the task team for membership for its 2008 Strategic Plan. Ms. Snodgrass has presented at the AFP's Ask the Experts conferences covering career building, donor stewardship, job hunting and strength-based leadership and team building. She serves on the Saint Agnes Academy Emeritus Advisory Council. She holds a BA in journalism from Texas A&M University with a minor in marketing and Spanish. She earned an EmPower Coaching Tools Fundamentals certificate from the University of Houston and is a Gallup-certified Strengths Coach.
Melissa Bank Stepno is the consulting manager for Target Analytics, a division of Blackbaud, Inc., where she is responsible for managing a team of consultants and consulting services related to strategic implementation of data analytics projects. Prior to assuming her current role in 2014, she served as a consultant at Target Analytics for nine years. Her areas of focus included the impact high net worth philanthropy on major giving programs and on helping organizations develop effective research and prospect management operations. Ms. Bank Stepno has also worked for both Boston University and Boston Ballet and has served on the boards of NEDRA, AFP’s Northern New England Chapter and Brandeis University’s Alumni Association. She received her B.A. from Brandeis University and masters’ degrees in arts administration and higher education administration from Boston University.
Job Title: Director of Development
Organization: Boys and Girls Country of Houston, Inc.
Degree(s): Bachelor's degree in criminal justice and master's degree in social work
Melissa Simon, MSW, CFRE is the director of development at Boys and Girls Country of Houston, Inc. Ms. Simon has 27 years of experience in the social service sector,16 of which she has spent in resource development for nonprofits. She holds a master of social work degree from the University of Houston and a bachelor of science degree from Sam Houston State University. Before receiving her MSW and transitioning into nonprofit management and development, Melissa was a Licensed Chemical Dependency Counselor, working with at risk youth in alternative schools, probation departments, and locked facilities. Since that time, she has focused on fundraising and capacity building for nonprofit organizations, always in the social service sector. Melissa began her fundraising career as a contract proposal writer, and was the grant coordinator for a large nonprofit with 14 programs. She has participated in many federal review panels scoring proposals for government funding. Melissa considers herself to be a generalist, but continues to be involved in the proposal writing process in addition to her other responsibilities as a DOD. In addition to teaching the Proposal Writing I and Volunteer Management classes at the Glasscock School of Continuing Education at Rice University, Melissa is the President Elect of the Association of Fundraising Professionals, Greater Houston Chapter.
Muffin Clark has more than 30 years of experience with nonprofit organizations serving children and has served as a board member, volunteer, consultant and executive director. She is the 2009 recipient of the Heart of Hope award for outstanding community service and activism on behalf of children. During her tenure as the director of patient relations and volunteer services for Texas Children's Hospital, Ms. Clark was recognized with the prestigious Joan Waite Hanlon award as the Outstanding Volunteer Administrator in the city of Houston. From 2000-2002, she served in a consulting position as the interim executive director for Bo's Place and returned to Bo's Place in 2004 as executive director for three years. She serves or has served as a member of the board of directors of more than 35 different organizations in Houston, the state of Texas and nationally. Now retired, Ms. Clark remains active in the community serving as a member of the boards of directors of several organizations. She is an instructor for the Leadership Institute for Nonprofit Executives Certificate and continues to consult with nonprofit organizations needing assistance.
Job Title: Founder
Organization: Fuentes Toubia, PLLC
Degree(s): BS; J.D.; LLM (Tax)
Nicola Fuentes Toubia, JD, is the founding member of Fuentes Toubia, PLLC, a law firm dedicated solely to the legal and tax issues facing nonprofit organizations. With more than 16 years of experience, she serves a variety of nonprofit clients including religious organizations, nonprofit health care systems, universities, charter schools, private foundations, community development centers and juvenile justice organizations. Ms. Toubia served as co-chair for The University of Texas School of Law's 2011 Nonprofit Organizations Institute. She also served as exempt organizations coordinator for the Gulf Coast TE/GE Council. She has authored numerous articles on tax issues and has had several speaking engagements including ones on corporate governance of nonprofits, political campaign and lobbying rules for charities, structuring innovative programs for nonprofits, the revised Form 990 and other recent developments affecting nonprofits. Ms. Toubia is a member of the Tax Sections of the Texas Bar, the American Bar Association (Exempt Organizations Committee), the District of Columbia Bar Association and the Gulf Coast Tax-Exempt/Governmental Entities Council. She holds a BS from Texas A&M University, a JD from The University of Texas School of Law and a LLM in taxation from the University of Houston Law Center.
Job Title: Consultant
Organization: Dini Spheris
Degree(s): Bachelor's degrees in advertising and public relations, minors in marketing and communication studies
Nicole S. McWhorter, CFRE, is a consultant at Dini Spheris and has expertise in marketing, communications and public relations. Her background includes work in both the for-profit and nonprofit sectors, focusing on the public and market perception of businesses and organizations. She volunteers with Big Brothers Big Sisters in Lubbock, Texas, the Center for Child Protection in Austin, Texas, and Sheltering Arms Senior Services in Houston, Texas. Ms. McWhorter holds a double major in advertising and public relations and a double minor in marketing and communication studies from Texas Tech University.
Job Title: Team Leader for the Analytical Solutions Group
Organization: Marts & Lundy
Degree(s): BA; MPAff
Sarah W. Williams is team leader for the analytical solutions group at Marts & Lundy, where she has served on the board of directors since 2009. She works with consultants and clients on data mining and analysis projects, constituent surveys and custom benchmarking projects of all sizes. She previously worked as a strategic communications and research consultant with Shipley & Associates, Inc., and as a special projects consultant with the Lance Armstrong Foundation. She has been an AmeriCorps volunteer and a reporter/researcher for the Congressional Quarterly. Ms. Williams holds a BA from Trinity University and a MPAff from The University of Texas at Austin.