Day 2 Schedule
Schedule at a Glance
8:00 AM - Doors open for attendees - open networking and visiting vendor booths
9:00 AM - Opening Remarks
9:30 AM - Opening Keynote - Se-ah-dom Edmo, Executive Director of Seeding Justice
10:30 AM - Break
10:45 AM - Presentation – Nonprofit Financial Leadership: Models, Strategies, and Sustainability from Anthony Petchel and Deborah Steinkopf of Nonprofit Financial Leadership Academy
12:00 PM - Lunch Break
12:30 PM - Presentation – Stronger Together: A People-Centered Merger from Cosette LeMay and Scott Shlaes of Albertina Kerr
1:30 PM - Break
2:00 PM - Corporate Giving Panel moderated by Sally Dadmun Bixby of Philanthropy Studio
3:10 PM - Closing Keynote - Rhea Wong, Founder of Rhea Wong Consulting and Host of the Nonprofit Lowdown Podcast
4:15 PM - Closing Remarks
5:00 PM - No-Host Happy Hour at Rontoms - 600 E Burnside St, Portland, OR 97214
Se-ah-dom Edmo, Executive Director at Seeding Justice
Se-ah-dom (Shoshone-Bannock, Nez Perce and Yakama) brings deep experience in community organizing for racial and social justice work across the nation. Prior to joining Seeding Justice, Se-ah-dom served as the Sovereignty Program Director at Western States Center where she was the coalition convener of Tribal History: Shared History (Senate Bill 13, 2017) in Oregon, which established and funded the teaching of Indian History and Sovereignty in K – 12 schools across the state. Se-ah-dom is also the co-editor of the Tribal Equity Toolkit 3.0: Tribal Resolutions and Codes for Two Spirit and LGBT Justice in Indian Country and American Indian Identity: Citizenship, Membership & Blood. A hallmark of her career has been fostering relationships and collaborations between tribes and organizations doing social, racial, environmental, and economic justice work across the region. She is an ALF Senior Fellow and a member of the Steering Committee of Oregon Recovers and the chair of the board of Oregon Consumer Justice.
Se-ah-dom’s ancestors are from Celilo, a fishing village along the Columbia River and one of the oldest known settlements in the West. She lives in Gresham with her husband James and their children Siale, Imasees and Miyosiwin, as well as her parents, Ed and Carol Edmo. Se-ah-dom joined Seeding Justice in December 2018.
Nonprofit Financial Leadership: Models, Strategies, and Sustainability
Sustainable nonprofits aren’t just adept at acquiring resources—they excel in securing the right resources that align with their mission. This session will delve into the critical aspects of nonprofit financial leadership, focusing on building a strategic funding model that fuels your mission and supports long-term sustainability.
We will explore the importance of aligning your financial strategies with your mission, ensuring that your organization isn’t just surviving, but thriving. Attendees will learn how to break the nonprofit starvation cycle by mastering the art of financial storytelling—effectively communicating how resources are utilized to achieve impactful outcomes. This session will provide nonprofit leaders with the tools they need to develop realistic funding strategies, align internal infrastructure, and communicate their financial story in a way that resonates with funders and stakeholders.
By the end of this session, participants will be equipped to identify their ideal funding model, articulate how resources are transformed into measurable impact, and ensure their organization’s financial infrastructure is primed for success.
This presentation is a continuation of the content shared at last year’s conference. Come prepared to participate in the session by watching last year’s presentation.
Learning Objectives:
Understand and Identify Ideal Funding Models: Attendees will learn how to assess and identify the most effective funding model for their nonprofit, ensuring alignment with their mission and long-term sustainability.
Enhance Financial Storytelling: Participants will gain the skills to effectively communicate their financial narratives, demonstrating how resources are transformed into impact, thereby attracting and retaining funders.
Align Internal Infrastructure for Success: Attendees will explore how to structure their internal teams and systems to support fundraising efforts and financial management, optimizing their organization’s capacity to secure and manage funding.
About the Presenter – Anthony Petchel, Co-Founder, Nonprofit Financial Leadership Academy
Anthony Petchel, MBA, CFRE, is a seasoned finance and fundraising professional with over 25 years of experience in, nonprofit leadership, fundraising, and strategic planning. Having directed significant fundraising initiatives at Neighborworks America’s REACH Community Development and science museum OMSI. As a strategic planning and fund development consultant, Anthony combines 16 years of commercial finance experience to help nonprofits build sustainable funding. Anthony teaches in the Masters of Nonprofit Leadership program at Portland State University and at the Nonprofit Financial Leadership Academy. Anthony’s experience extends to volunteering, serving on his local AFP chapter board, and the international fundraising thinktank Rogare.
About the Presenter – Deborah Steinkopf, Co-Founder, Nonprofit Financial Leadership Academy
Deborah is a seasoned grant professional with a strong track record in securing and managing grants from all levels of government as well as a wide variety of foundations and corporate giving programs. Since launching her consulting practice in 2016, Deborah has conducted grant audits and deepened the grants strategy of 40 nonprofits. She has also worked on capital campaign teams to make the case to foundations and has helped raise millions in capital grants alternative education and affordable housing providers. Deborah has published articles in the Grant Professionals Association Journal.
Stronger Together: A People-Centered Merger
Unifying two complex human services organizations is no easy task. We discuss the merger between Exceed Enterprises and Albertina Kerr with perspectives from both sides of the table, and share how a human-centered approach, grounded in shared values and a focus on client impact, has allowed for transformational change.
Learning Objectives:
The importance of vision, mission, values and organizational and organization cultures- and how they position organizations for successful mergers. We are values-oriented – Value statements can just be words on a paper, or they can be a living, shared agreement across the organization. Throughout the challenges of this merger, our shared values (Compassion, Partnership, Advocacy, Accountability, and Innovation) were a north star, helping us navigate difficult conversations.
We are humans first - Centering people (clients, staff, community) in the decision-making and change management process is essential. “We do things with people, not to them.”
The power of positive intention as a guidepost for merger discussion and implementation. We are stronger together – In this merger, we saw an opportunity to combine resources and strengthen our impact. Rather than competing with a scarcity mindset, we could join two storied organizations to streamline service delivery and better meet the needs of our clients.
About the Presenter – Cosette LeMay, Director of Development and Donor Relations, Albertina Kerr
Cosette is the Director of Development & Donor Relations for Albertina Kerr. She began her career in development at Exceed Enterprises, first joining the team as a Development Coordinator and eventually growing to oversee all fundraising and communication efforts across the organization. She’s completed two certificate courses at the People’s Nonprofit Accelerator, and currently volunteers as a facilitator for the Development Directors Affinity Group. Outside of work, she enjoys baking, hosting dinner parties, and getting outside.
About the Presenter – Scott Shlaes, Chief Development Officer, Albertina Kerr
Scott is the Chief Development Officer for Albertina Kerr. For nearly 20 years he has felt privileged to work in non-profit leadership roles at human service, environmental conservation and educational organizations whose missions and values resonated with his own. Prior to Kerr, Scott spent 11 years at Portland State University and the PSU Foundation where he taught courses on leadership, and served in a variety of frontline fundraising and leaderships roles including being the university’s first gift officer focused on sustainability programming, and managing the relationship with PSU’s largest single gift donor. He completed his time there doing Institutional Partnerships work for the PSU Foundation, which focused on Foundation and Corporation relationship building, and organizing alumni around legislative advocacy. In his life outside of work, he is a husband, father of two, and occasional youth sports coach that enjoys cooking and hiking with his family.
Corporate Giving Panel
Sally Dadmun Bixby of Philanthropy Studio will moderate our Corporate Giving Panel featuring representatives from OnPoint Community Credit Union, Umpqua Bank, and Wells Fargo.
About the Panelists:
Jo Davis, Director of Nonprofit Banking & Community Development, OnPoint Community Credit Union
Josephine (Jo) has spent more than 20 years as a financial services professional in both the credit union and community banking industries. Throughout that time, she has held roles in retail operation administration, consumer lending, and commercial banking relationship management. Jo joined OnPoint in January 2021 as Director of Diversity Equity & Inclusion and currently holds the title of Director of Nonprofit Banking & Community Development. In this role, she oversees nonprofit relationship strategy for the credit union and is also focused on initiatives aimed at expanding access to financial services for historically underrepresented communities.
Brenden Butler, VP, Community Impact Officer for Oregon and Washington, Umpqua Bank
Brenden Butler serves as VP, Community Impact Officer for Oregon and Washington at Umpqua Bank. He is focused on leveraging financial and skilled volunteer resources, grants, investments, and lending to build more resilient and inclusive economies. Beyond his 7 years with Umpqua, Brenden has more than 20 years working in the nonprofit sector in Oregon, Maryland, and internationally. He is passionate about bridging the divide between the nonprofit and the for-profit sectors and does this by leading with empathy and reciprocity to support meaningful action. Brenden served as chair of the Oregon Bankers Association Community Engagement Committee and is currently on the board of directors at Oregon iSector.
Liz Lorenzo, Senior Social Impact & Sustainability Specialist, Wells Fargo
Liz is currently the Senior Social Impact & Sustainability Specialist covering the states of Oregon and Washington at Wells Fargo. She has been working in the social impact field in Portland, Oregon for 15 years.
Before moving to Wells Fargo in 2022, Liz served as Director of Development at Do Good Multnomah, an organization that serves Veterans who are experiencing homelessness. Prior to her role with Do Good Multnomah, she was the Senior Manager of Corporate Partnerships at the United Way of the Columbia-Willamette where she managed a portfolio of 75 corporate accounts focusing on a strong, mutually beneficial relationships. She previously also held the role of Partnership Coordinator at Social Enterprises and the role of Volunteer Intake and Placement Coordinator at the Girl Scouts of Oregon & SW WA.
Liz has a strong network in Oregon and Washington and has served in leadership roles on several boards, including the Wild Lilac CDC and Greater Good NW. She attended the University of Oregon and graduated with a B.A. in Political Science. She grew up in Washington DC but now lives in Portland, and when she’s not at work she is spending time with her family and enjoys hiking and camping in the Pacific Northwest.
About the Moderator:
Sally Dadmun Bixby, Philanthropy Studio
For three decades Sally has helped nonprofits overcome challenges, grow, and thrive. She has worked with a wide variety of organizations. From all-volunteer startups to well-established, multi-million-dollar nonprofits. She’s helped social service, arts, environmental, education, healthcare, and sports organizations create fundraising goals, meet and exceed them!
Aspiring to teach high school history, Sally earned a Masters in Teaching in the late ’80s. Like many in the field, she accidentally became a fundraiser. After several development director positions, the last one lasting seven years, she started Philanthropy Studio in 2012. Philanthropy Studio combines her love of teaching and passion for fundraising.
Sally is also the Board Chair of the People's Nonprofit Accelerator and a member of the Association of Fundraising Professionals. She was a founding instructor for the People's Nonprofit Accelerator's Certificate in Nonprofit Fundraising and has taught in the program annually. She is often a guest presenter for the Nonprofit Institute at the University of San Diego and other organizations.
Sally has served on several boards over the years including the Thomas Center for Therapeutic Horseback Riding, the Portland Gay Men's Chorus, and Path Home.
Rhea Wong, Founder of Rhea Wong Consulting and host of the Nonprofit Lowdown Podcast
Rhea helps nonprofits raise more money. Though she has deep experience with institutional, corporate and event fund-raising, she is passionate about major individual donors and helping organizations to establish individual giving programs. She has raised millions of dollars in private philanthropy and is passionate about building the next generation of fundraising leaders.
She has become a leader in the New York nonprofit community and is a frequent educational commentator in the media. She has been recognized with the SmartCEO Brava Award in 2015 and NY Nonprofit Media’s 40 under 40 in 2017. For more information about Rhea, please see her LinkedIn Profile here.
Rhea lives in Brooklyn with her husband. When she is not raising money for causes she loves, she can be found hosting her podcast Nonprofit Lowdown, promoting her newest book Get that Money, Honey! or onstage as a newbie stand-up comedian in downtown Brooklyn. For more information, check out rheawong.com.