William Aiton, President, SSI Consulting
 Bill is President of SSI Consulting, one of the largest Accounting Software resellers in the mid-Atlantic region and Microsoft’s 2009 Partner of the Year. Bill manages a team of former CFO’s, CPAs, and Controllers with deep experience in helping organizations transition to Microsoft accounting and ERP systems. SSI has helped over 300 organizations in the mid-Atlantic region achieve successful automated systems to support their mission and improve efficiency in accounting and business management. SSI is one of the top 100 Value Added Resellers in the US according to Accounting Technology Magazine.
Prior to working at SSI, Bill was a founding partner of LBMC Technologies, LLC. The firm is an affiliate of Lattimore, Black, Morgan and Cain, CPAs, the 50th largest CPA firm in the U.S. He built a team focused on Microsoft Great Plains, Solomon and SAP Business One as well as Microsoft CRM. This group has offices in Nashville and Knoxville and included 19 team members. LBMC Technologies is one of the top 5% of accounting software resellers. Bill was previously president of Business Computer Solutions, Inc. a company he founded in Knoxville, TN in 1983 and which LBMC Technologies acquired in 1997.
Patricia Ambrose, Partner, Hogan & Hartson
 Patricia Ambrose's practice consists of counseling and representation of employers in labor and employment law matters for a wide variety of businesses and nonprofit institutions in and outside the Washington, D.C., metropolitan area. She regularly advises employers on personnel policies and practices, employment contracts, affirmative action plans, equal opportunity complaints, internal investigations, training, compensation, termination, layoffs, performance management, and dispute resolution measures, including arbitration and mediation. She deals with Title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act, the Americans with Disabilities Act, the Family and Medical Leave Act, Executive Order 11246, the Fair Labor Standards Act, other federal, state and local statutes concerning employment, and common law employment rights and claims.
Rudy Bazelmans Client Manager and Copier Specialist, ERA
 Rudy is a client manager and analyst from the Boston area and he leads the copier lease and
service practice at Expense Reduction Analysts (ERA). He implements dozens of copier reviews each year and is familiar with all the major manufacturers and service providers in the country. Knowledge of the industry and detailed analysis can produce saving regardless of whether organizations are in the middle of a contract or at the end. Rudy has been doing expense reduction projects at ERA for non-profit and for-profit organizations of all sizes. His personal clients are in the Boston and NH markets while the copier reviews (for other consultants) span the country. Prior to ERA, Rudy worked for 20+ years in the high-tech industry managing consulting organizations.
Steve Bunker, Managing Director, ERA
As an Expense Reduction Analysts consultant, Bunker has completed more than 100 project reviews that have saved his clients, on average, 25%. He focuses his practice on merchant card fees. He was previously with Merck for 15 years as a Director of Business Process Engineering and the Financial Controller at the company’s UK subsidiary, Merck Sharp & Dohme. He also was a Senior Auditor with Robson Rhodes, a UK partnership of chartered accountants and consultants.
Sam Cool, Vice President, Commercial & Non-Profits
 As Vice President, Commercial & Non-Profits, Sam oversees network convergence sales and support initiatives for Planet Technologies’ varied commercial clients—including enterprise accounts, educational institutions and small businesses. Sam leads the company’s efforts with vendors such as the 3com Corporation, Microsoft and Cisco Systems. Since joining the company as vice president in charge of sales in 1999, Sam has played an integral role in Planet Technologies’ growth among both staff and clientele. Sam is committed to making Planet Technologies a leader in the SharePoint and CRM space. Planet is focused on Networking and Microsoft solutions that are sensible and cost-effective for current and future clients. Sam has been in the IT business for 20 years.
Richard E. Cristol, President, Kellen Company
Richard has more than 30 years of association management experience with particular emphasis on governance, strategic planning, government affairs, public relations, meetings management and international and domestic marketing. Mr. Cristol is also engaged in a variety of activities on behalf of client associations, including legislative and regulatory representation, management of industry research and promotion programs, and international liaison. Kellen is a global association management company that provides full-service association management and a variety of professional outsourcing services to associations it does not manage.
Paul R. Dorf, APD Managing Director, CRI
 Paul is responsible for directing consulting services in all areas of executive compensation, short and long-term incentives, sales compensation, performance management programs, and salary administration programs. He has over 40 years of Human Resource and Compensation experience and has held various executive positions with a number of large corporate organizations, as well as Head of Human Resources for an acute care hospital. His experience includes direct consulting as head of the Executive Compensation Consulting Practices for major accounting and actuarial/benefit consulting firms, including KPMG, Deloitte Touche (formerly Touche Ross), and PricewaterhouseCoopers (formerly Kwasha Lipton).
Mr. Dorf was awarded an Accredited Personnel Diplomat (APD), the highest level of Personnel Accreditation, by the American Society of Personnel Administration (ASPA), and the Lifetime Achievement Award by WorldatWork, a trade organization for compensation professionals.
Robert Duke, Director of Finance and Administration for the International Association of Fire Chiefs
 Robert Duke is Director of Finance and Administration for the International Association of Fire Chiefs. In this capacity he has responsibility for financial management and strategies, information technology, grants, facilities and human resources. Mr. Duke has more than 20 years of Association experience with professional membership, trade and company membership associations in the local government, technology and education sectors. He has a BA in Political Science from Hampden-Sydney College and an MBA from the College of William and Mary. Mr. Duke holds the Certified Association Executive credential and presently serves as Chair of the Networking and Nominating Committee for the Finance and Business Operations Council with the American Society of Association Executives.
Mike Gillis, National Business Development, Consolidated Graphics
Having worked (survived) in the print industry for over 20 years, Mike Gillis specializes in bringing the value of the Consolidated Graphics (CGX) network to national and international organizations. A CGX “Chairman’s Club” member, Gillis has extensive experience in developing and fostering strategic business partnerships and implementing on-demand print solutions. Further, Gillis and his team specialize in auditing print spend and isolating opportunities for improvement.
Dennis Gogarty, CFP® President, Raffa Wealth Management
 Dennis is the President of Raffa Wealth Management, LLC and he has been a consultant to the nonprofit community since 1994. He is a current member of ASAE’s Finance and Business Operations Section Council and he is a current member of the Audit Committee of Street Law - a practical, participatory education about law, democracy, and human rights. Dennis has spoken extensively about the fundamentals of investing and 'efficient markets'. His speaking engagements include sessions for the AICPA, ASAE, the Council on Foundations, and the Virginia Society of CPA’s.
Philip Gross, Managing Director, ERA
Since opening the ERA Washington, DC area office over three years ago, he has focused on business development and client management. His clients range from public and private companies to associations and other not-for-profit organizations. He works with ERA’s team of analysts to bring the most qualified resources available to meet each client’s project needs. He also leads ERA’s “best practices” activities in the Office Products spend category. In 2007, Gross was named the Consultant of the Year for the ERA network in the U.S.
Sherene Gupta, GRC Direct
Sherene joined GRC Direct in 2003 and since then her primary focus has been working with associations and non-profits. She is currently volunteering for the membership committee for The Association for Fundraising Professionals- DC Chapter. In addition, she is also volunteering as one of the organizers for AFP-DC’s annual Bridge Conference. Sherene has been a member of ASAE for the past 5 years and she has served as Vice Chair of Parc Reston’s Budget and Finance Committee for the past 2 years. Her volunteer experience, as well as her exposure to top associations and association management firms has positioned her as an expert within the community.
Todd Hager, VP Consulting and Operations, BroadPoint Technologies
As Vice President of Operations and Consulting for BroadPoint Technologies, Mr. Hager is responsible for the consulting effort and project delivery methodology for the firm. He manages the Microsoft Dynamics, iMIS Software and Oracle Applications business practices with consultants spread across the mid-Atlantic and southeast region.
Mr. Hager has proven technical and administrative abilities as a project manager with over seventeen years of experience implementing enterprise-wide applications. He has more than ten years of experience planning, designing, developing, and deploying CRM, ERP and AMS applications, with over seven years in Oracle Applications, five years in Microsoft Business Solutions, and six years in Siebel. He has the ability to successfully translate complex business problems into functional and technical requirements for project implementations of all sizes.
Garvester Kelley, Vice President, Mid-Atlantic Region, Non Profit Finance Fund
Garvester (Gar) Kelley joined NFF as Vice President of the Mid-Atlantic Region in January 2007. Mr. Kelley recently served as Senior Project Manager at Public/Private Ventures responsible for a multitude of projects including ex-prisoner reentry, youth violence prevention, and faith/community-based collaboratives. For the past 20 years, he has championed community economic development and individual economic self-sufficiency for marginalized people, both domestically and internationally. Mr. Kelley has served as a missionary for the Presbyterian Church (USA) in Eastern, Central and Western Africa. His service included coordination of educational programs, evangelism, community development, disaster assistance and hunger initiatives – all with an emphasis on empowerment, sustainability and local ownership. Mr. Kelley has 15 years of financial planning and management experience in the information systems, banking and telecommunications sectors.
Michael LaLonde, ERA
Michael is Best Practices Liaison for the Payroll Processing Special Interest Group and has successfully completed a number of payroll projects while with ERA. He has 35 years experience in accounting, corporate finance and entrepreneurial business. Mike is a CPA, and worked in public accounting at Deloitte & Touché. In addition, he worked for Fruehauf Corporation where he held a number of financial positions including Controller and Chief Financial Officer. Before joining ERA, Mike founded and owned a staffing firm which placed accounting and financial personnel on both a temporary and permanent basis.
Brock Landry, Chairman of Government Division, Venable
 Mr. Landry’s practice focuses primarily on "trade association law.” This broad area of law includes internal governance, non-profit taxation, antitrust, regulatory issues (environmental, health, and safety), international trade, standards development, litigation, legislative and general corporate matters. His projects with trade associations have included trade association governance; contract negotiation; products liability, construction, and probate litigation; appeals; workers' compensation and fire insurance rate-making; Customs classification and procedures; anti- dumping; lobbying; administrative law; product safety; and antitrust and distribution issues.
Alice Leeds, Founder, Convention Concepts
In 1981 Alice Leeds founded Convention Concepts, Inc., a meetings and conventions consultancy, servicing corporations, associations, and private groups around the globe. Over the course of her career, Alice established the first meeting services division of Avis Rent A Car, managed guest lodging for The Clinton Inaugural Committee, World Cup Soccer, and established the first destination management department for Hyatt Resorts International.
Dan H. McCormick, CEO and President, McCormick Group
Dan McCormick established McCormick Group in 1982 with the sole purpose of creating and providing services to non-profit organizations in structure, management and new development. Mr. McCormick is the author of “Non-Profit Mergers; the Power of Partnership” and “Creating Foundations in American Schools”. He has published articles concerning foundation development and non-profit organizational structure.
Mr. McCormick has been involved in major structural reorganization work with several non profit corporations including experience in negotiating joint operating agreements, strategic alliances and full inter and intra organizational mergers. His work includes Non-Profit Governance, NPO leadership development, change management and integration of NPO best practice models in to complex organizations.
Susan R. Meisinger, SPHR, JD, is the retired President and CEO of the Society for Human Resource Management (SHRM). Under her leadership, SHRM grew from 170,000 members to more than 245,000, and was recognized as one of the top 50 "Great Places to Work" in the Washington, D.C., area. Prior to joining the Society, Meisinger served as Deputy Under Secretary in the U.S. Department of Labor, where she was responsible for more than 4,000 employees, and the administration of more than 90 US laws and regulations.
Meisinger has extensive experience in board governance. In the non-profit sector, from 2004-2008 she served as a board member for the World Federation of Personnel Management Associations and served as Secretary General from 2006-2008. She sat on both the SHRM board and Human Resource Certification Institute board, and served on the board of the Ethics Resource Center from 2000-2008. Meisinger also has experience in the for-profit sector, having sat on the board for BE&K, a multi-billion dollar international design-build firm, also serving on the Audit and Compensation committees. She is certified as a Senior Professional in Human Resources.
Michael L Payne, Executive Vice President, Smith Bucklin
 Michael’s corporate responsibilities include oversight of Convention & Trade Show Services in Washington, DC, Government Relations Services, Washington, DC office operations, and, St. Louis office operations and client management. He is also SmithBucklin's executive representative to the hospitality industry and oversees the SmithBucklin/MCI worldwide partnership. Additionally, Michael serves as Executive Director for the International Association of Airport Duty Free Stores. Michael's more than 30 years of government, association management and convention and trade show experience has included work in health care, manufacturing and the professional services sector. His specific areas of expertise include international trade, environmental affairs and infrastructure development.
James M. Rohrer, Vice President, Bank of America
Jim is a client manager for Bank of America’s Business Banking Group and has worked in the banking industry for more than 20 years. His focus is advising a variety of businesses and non-profit organizations with annual budgets of between $2.5MM to $50MM in the Washington, D.C. metropolitan area. Jim is well versed in business credit and treasury management and can call on a team of specialized experts to help execute solutions for the client. With his extensive background in banking, Jim is able to leverage the breadth of the Bank’s services to provide strategies that help clients achieve their goals. For the past 10 years Jim has served as a client manager in Bank of America’s Business Banking Group.
Arthur Tollick, VP, Riggs, Counselman, Michaels & Downes (RCM&D)
Former President of the Employee Benefits Division of USI Affinity, joined Riggs, Counselman, Michaels & Downes (RCM&D) in 2001 as Vice President. Art has been involved with various aspects of insurance and employee benefits since 1972. Most recently, he helped design an insurance sales and administrative tool for a dotcom startup and managed the first multi-employer medical benefits captive in the United States. In 1984, he founded and was president of Member Benefit Services, Inc. (MBS), a brokerage/consulting firm specializing in the design and brokerage of benefits programs for multi-site employers and trade associations. He was also an underwriter with Metropolitan Life and executive director of a national trade association.
Patricia Williams, HR Outsourcing Senior Manager, RAFFA
 Patricia has over 15 years experience as an HR professional and over 20 years experience working with nonprofits. She particular expertise in facilitating productive collaboration between senior managers and staff and is skilled in employee relations, mediation, professional development and performance management. She also has significant experience in working with nonprofits on compliance, compensation and benefits programs, orientation and training, equal opportunity and performance management and is currently responsible for directly managing a variety of human resources projects and functions for multiple clients and for providing oversight for numerous other clients serviced by members of the HR outsourcing staff. Her responsibilities include policy and procedure development, performance management, human resources assessment and compliance audits, employee relations, compensation, employee orientation, and strategic management.
She holds a certification as a Senior Professional in Human Resources (SPHR). She is a member of the board of directors of the HR Leadership Forum and is an active member of the Society for Human Resources Management (SHRM) and the American Society for Association Management (ASAE).
George Wolfand, Managing Director, ERA
Mr. Wolfand has over 25 years in the telecommunications industry and has held several executive management roles in Operations, Marketing, Sales, and Information Technology. George is currently the head of the ERA Telecom Group and spends significant analytical time reviewing telecommunications spends for clients nationwide. He has completed over 30 telecom projects ranging in size from $50,000 to over $1M. George also analyzes Office Products spends and has completed over a dozen projects ranging in size from $30,000 to close to $1M. He has also completed numerous overnight courier projects for clients with spends ranging from $125,000 to over $1M. To date, he has reviewed over $6 million of client expenditures and has averaged 25% savings for his clients. In 2007, Wolfand was named the Consultant of the Year for the ERA network in the U.S.
Steven Worth, President, Plexus Consulting Group
 Steven Worth has extensive experience in assisting associations with their public affairs, government relations, and strategic planning needs. This includes designing and implementing strategies to create two world federations of nonprofit organizations, a global educational foundation, a national trade association and numerous trade and political coalitions. In 1990, Worth was part of the management team that organized and promoted the successful merger of what then was the third largest accounting/management consulting firm in the world—Deloitte Touche Tohmatsu.
Worth has authored over 100 published articles on globalization and a variety of management topics. He is also the author of The Power of Partnership, a book that uses a case study approach to study the best practices of organizations in forming strategic partnerships.
Milan P. Yager, Executive Vice President, National Association of Professional Employer Organizations
 Milan Yager is the Executive Vice President of the National Association of Professional Employer Organizations, a national trade association recognized as the voice of the professional employer organization industry. Mr. Yager is a long-time Washington lobbyist and association executive who has over 24 years of senior government and public affairs experience in the public and private sectors. His background includes senior government positions in the Administration and Congress. In the private sector he has experience with three national trade associations and the founder of a business-consulting firm specializing in historic renovations. |
