PRESENTED BY



CLICK HERE IF YOU WOULD LIKE TO SPONSOR THE NONPROFIT LAW & FINANCE CONFERENCE
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The two-day 2025 Nonprofit Law and Finance Conference brings together professional community leaders from across the state who work with and in the nonprofit sector. Presenters and panelists range legal, HR, and finance experts, who will share the latest trends and best practices in nonprofit and foundation management. This year’s theme, The Future of The Work, is designed to intentionally explore the changing economic landscape in Oklahoma and how the nonprofit both is shaped by and shapes our state. Topics will include, but not limited to:
This conference provides CLEs, CFEs, and SHRM Professional Development Credits |
Wednesday, May 28
Time |
Session |
Speaker |
Topic |
Location |
8:00 - 8:45 a.m. |
Check-in |
Main Entrance |
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8:45 - 9:00 a.m. |
Welcome |
Mayor David Holt |
McLaughlin Hall |
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9:00 - 9:50 a.m. |
General Session (Keynote) |
Marnie Taylor |
State of the Sector |
McLaughlin Hall |
10:00 - 10:50 a.m. |
Breakout Session |
Alex Towler-Bliss |
Communication in the Workplace |
Room 509 |
Collin Walke |
You're Already Late: AI, Cybersecurity, and Privacy Impacts on Nonprofits |
Room 503 |
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Tony Capucille |
Unlocking Financial Stability for Nonprofits: Renewable Energy as a Strategic Advantage |
Room 504 |
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Keith Howard |
Lead SIMPLE: A path to Engagement and Impact |
Room 506 |
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| Jonathan Blum and Bob Cartwright | Advanced Governance in Nonprofits | Room 502 |
11:00 - 11:50 a.m. |
Breakout Session |
Kami Kuykendall |
People-Centered Retention Strategies |
Room 502 |
Jennie Hill |
The Dual Role of Attorney and Director: Ethical Implications for Attorneys serving on a nonprofit Board of Directors |
Room 503 |
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Deanna Boston |
Stronger Together: Intentional Nonprofit Engagement for Individuals, Organizations, and Corporations |
Room 504 |
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Stephanie Bailey |
Staying Ahead: Tax-Exempt Compliance, UBIT, and Form 990 Updates for 2025 |
Room 506 |
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Bryce Murray and Angela Bellville |
Critical Strategies to Enable Effective Succession Planning |
Room 509 |
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12:15 - 1:15 p.m. |
General Session (Keynote) |
Panel: Jennifer Meckling (facilitator), Trisha Finnegan, Sarah Roberts, Marla Freeman |
Funder Trends |
McLaughlin Hall |
1:30 - 2:20 p.m. |
Breakout Session |
Stephanie Lowery |
Non-Profit Board Responsibilities Regarding Federal Grants |
Room 502 |
Jonathan Blum |
Board Work: Advanced Issues in Nonprofit Governance |
Room 503 |
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Stephanie Bailey, Sarah Roberts, Sarah Rahhal, Alex Towler-Bliss |
Strategic Collaborations & Mergers: What Nonprofits Need to Know |
Room 509 |
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Leslie Friedlander and Malisa McPherson |
The Value of Compliance |
Room 504 |
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| Whitley O-Connor | Social Venture Activities in the Nonprofit Space | Room 506 |
2:30 - 3:30 p.m. |
Breakout Session |
Alex Towler-Bliss |
Performance Management 101 |
Room 502 |
Jennie Hill and Jeri Holmes |
Embezzlement in a Nonprofit: What the Board of Directors Should Know |
Room 503 |
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Joshua Dunbar and Sidney Suttles |
DAF 101: How to Cultivate, Receive and Respond to DAF Grants |
Room 504 |
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Lea Morgan, Susan Agel, Sunny Cearley, Margaret Creighton, Meghan Mueller, Deborah McAuliffe Senner, Dan Straughan |
Successful Succession Planning |
Room 509 |
Thursday, May 29
| Time | Session | Speaker | Topic | Location |
8:30 - 8:45 a.m. |
Opening |
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Main Entrance |
9:00 - 9:30 a.m. |
General Session (Keynote) |
Dr. William Brown |
Weaving the Threads of Sustainability: The Work of Nonprofit Leaders in Times of Change |
McLaughlin Hall |
9:45 - 10:30 a.m. |
Breakout Session |
Angie Doss |
Who are “Those People?”: Trauma-Informed, Hope-Centered Storytelling for Brighter Futures |
Room 502 |
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Alex Towler-Bliss |
Diversity, Equity, Inclusion, and Belonging in the Workplace |
Room 509 |
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Cat Slack |
Endowments and Fundraising: Building Long-Term Sustainability |
Room 503 |
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Michelle Mann |
IRS Filing Requirements for Tax Exempt Entities |
Room 504 |
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Gracen Johnsen |
Succession or Retention: Who Will Do The Work? |
Room 506 |
10:45 - 11:30 a.m. |
Breakout Session |
David Castillo |
The Changing Demographics in the Workforce: Adapting to a New Era in OKC |
Room 502 |
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Wendi Wilson, Brent Hart, Tara Simmons, Ameil Shadid |
Nonprofit Future Funding: Is Earned Revenue the Answer? |
Room 509 |
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Stacey Tovino |
Mental Health Care and the HIPAA Privacy Rule |
Room 503 |
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Angie Doss |
Data, Donors, and Dollars: How Tech Makes Giving Personal |
Room 504 |
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Mark Noble |
Strategies and Tactics for Winning with People |
Room 506 |
12:00 - 12:50 p.m. |
General Session (Keynote) |
Vice-Chief Justic Dana Kuehn |
Navigating the Final Frontier: Future NonProfit Leadership |
McLaughlin Hall |
1:00 - 1:50 p.m. |
Breakout Session |
Meredith McClure and LaTonya Pratt |
Attracting and Retaining Talent: Tulsa’s Collaborative Model for the Future of Work |
Room 502 |
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Jennie Hill and Jeri Holmes |
Joint Ventures between Nonprofits and For-Profits: the risks, rewards, and considerations before saying YES! |
Room 503 |
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Greg Morse |
Revolutionizing Nonprofits with the Power of AI |
Room 504 |
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Stephanie Bailey and Sherry Dale |
Nonprofit Financial Stability and Budgeting during Economic Volatility |
Room 506 |
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Charito Lincoln, Janet Johnson, Travis Lozier and Moises Arjona |
Investing in Leadership: Strengthening Nonprofit Capacity for Greater Impact |
Room 509 |
WELCOME BY
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KEYNOTE
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KEYNOTE
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DAVID HOLTOklahoma City Mayor and Dean of Oklahoma City University School of Law
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WILLIAM A. BROWNProfessor/Director,The Center for Nonprofits and Philanthropy, Bush School of Government & Public Service at Texas A&M University |
DANA KUEHNVice-Chief Justice,Supreme Court Judicial District 6 |
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David Holt became the fourteenth Dean of Oklahoma City University School of Law on July 1, 2023. |
William A. Brown is a professor at the Bush School of Government & Public Service at Texas A&M University and holds the Mary Julia and George Jordan Professorship. He serves as the Director of the Center for Nonprofits and Philanthropy. He teaches Nonprofit Management, Social Innovation and Entrepreneurship, Human Resource Management, and Capstone courses. He received a Bachelor of Science Degree in Education from Northeastern University with a concentration in Human Services and earned his Master's and Doctorate in Organizational Psychology from Claremont Graduate University. William has worked with numerous organizations in the direct provision of services, consulting, and board governance. He served on the board of the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) from 2007-2012 and chaired the Education Committee from 2009-2011. His research focuses on nonprofit governance, strategy, and organizational effectiveness. He has authored numerous research articles, technical reports, and several practice-oriented publications. Examples of his work include exploring the association between board and organizational performance and developing the concept of mission attachment. Publication outlets include Nonprofit and Voluntary Sector Quarterly, Nonprofit Management & Leadership, International Journal of Volunteer Administration, and Public Performance and Management Review. He has completed an edited volume entitled Nonprofit Governance: Innovative Perspectives and Approaches (Routledge, July 2013) with Chris Cornforth. A textbook entitled Strategic Management in Nonprofit Organizations was published in March 2014 (Jones & Bartlett). |
Justice Kuehn was appointed to the Supreme Court by Governor Kevin Stitt on July 26, 2021. Before being appointed, she was serving a 2-year term as Presiding Judge of the Oklahoma Court of Criminal Appeals to which she was appointed in 2017 by Governor Mary Fallin. She is the first woman in Oklahoma history to serve on both courts of last resort. A native of Tulsa, Oklahoma, she attended Oklahoma State University, receiving a Bachelors Degree in Political Science. Justice Kuehn was a top-ten graduate of the OSU College of Arts and Sciences and a member of Kappa Alpha Theta Sorority, of which she served as President. She received her Juris Doctorate from the University of Tulsa College of Law in 1996. After graduating law school, Justice Kuehn was a felony prosecutor for ten years with the Tulsa County District Attorney’s Office. She headed the Crimes Against Children Unit and served as Chief of the Juvenile Division. She was an Associate with the firm of Steidley & Neal from 1999-2000. In 2006, Justice Kuehn was elected Associate District Judge of Tulsa County. Justice Kuehn served as Chief of the Civil Division at Tulsa County from 2010 through 2012. She teaches Evidence Workshop at the University of Tulsa College of Law. In May 201 7, she was inducted into the Tulsa College of Law Hall of Fame and received the Thomas Coffman Community Service Award. She is a member of the Choctaw Nation of Oklahoma. |
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JENNIFER MECKLINGProgram Director, |
TRISHA FINNEGANPresident and CEO,Oklahoma City Community Foundation |
MARLA FREEMANCommunity Relations Manager,Devon Energy |
SARAH ROBERTSVice President of Programs,Inasmuch Foundation |
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Jennifer Meckling has more than a decade of experience serving charitable organizations in Oklahoma; she is passionate about strengthening our community through its nonprofits. Prior to joining Oklahoma City Community Foundation in June 2018, she gained grassroots experience with the Neighborhood Alliance of OKC, helping small organizations across the region organize, evolve, and advocate for their own causes. Her subsequent positions with Oklahoma Center for Nonprofits afforded her the opportunity to explore the state and forge relationships with individuals, nonprofits and community partners across Oklahoma. |
An advocate for investing in places and the people who share them, Trisha has the pleasure of serving as the President & CEO of the Oklahoma City Community Foundation (OCCF). As one of the 20 largest community foundations in the country, the OCCF team partners across communities to strengthen OKC, the region, and beyond. She succeeds Nancy Anthony, who served the foundation for 38 years. Trisha chose Oklahoma City as her home, moving here from Louisville, KY, where she served most recently as the SVP & Chief Strategy Officer for the Community Foundation of Louisville. In that role, Trisha led meaningful local change alongside donors, civic leaders, partners, and grantees. Through strong partnerships and strategic investment from 2015-2022, Trisha elevated the foundation’s impact through community engagement and collaboration. Her non-profit service began when Trisha served as the sole staff member of an emerging organization. Prior to joining the philanthropic sector, Trisha built 15 years of multi-functional experience across two Fortune 250 corporations and a start-up. A Louisville native, Trisha holds a B.S. in Business and Organizational Behavior from Miami University in Oxford, OH, where she graduated magna cum laude and completed a graduate certificate in Design Thinking & Innovation through the University of Virginia’s Darden School. Committed to making meaningful contributions in partnership with others, Trisha’s current and past board service includes the Community Foundations of Canada, DendriFund, Louisville Urban League, the Federal Reserve Bank’s Community Development Advisory Council, and longstanding participation in local business plan competitions. She is also honored to be a Fulcrum Fellow. Outside of work, Trisha and her husband have added exploring Oklahoma to longstanding interests in food, travel, hiking, art, and architecture. They are proud to call Oklahoma City home. |
Marla Freeman, community relations manager at Devon Energy, is accredited in public relations with prior roles in public affairs and marketing at ONE Gas and Heartland Payment Systems. Freeman earned a bachelor's degree in Journalism from the University of Oklahoma and an MBA in Leadership and Organizational Design from Oklahoma Christian University. She is a graduate of Leadership OKC's inaugural LOYAL class and actively contributes to the community through board service including Oklahoma City Beautiful, Allied Arts and the South Oklahoma City Chamber. |
Sarah Roberts serves as Vice President of Programs at Inasmuch Foundation where she has been employed for over 20 years. The Foundation was founded by Edith Kinney Gaylord in 1982 and provides grants to enrich the quality of life and strengthen organizations to benefit people and communities. Inasmuch Foundation’s grantmaking approach focuses on partnership and collaboration to inspire lasting change in Oklahoma City by focusing on these specific areas: community and civic engagement, journalism, education and human services. The Foundation has placed emphasis on forging public/private partnerships to fund evidence-based interventions for vulnerable children and families as well as attracting much needed federal investments to Oklahoma City. Examples of a few successful public/private partnerships are Community CARES Partners, Key to Home, Metafund Impact Accelerator, Oklahoma City Educare, Oklahoma Clearinghouse for Early Childhood Success, Palomar and ReMerge. Sarah was previously an instructor with the Clarksville Montgomery County School System in Tennessee where she taught 5th grade. Sarah is a graduate of Bishop McGuinness High School (1992) in Oklahoma City and Sweet Briar College (1996) in Virginia where she received a Bachelor of Arts in Government with a teaching certificate. Sarah has been married to Hayden Roberts for more than 25 years. Hayden works for Oklahoma State University. They live in Oklahoma City and have two sons, Jackson who is 21 years old and Owen who is 15 years old. |
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SUSAN AGELFormer President (Retired),Positive Tomorrows |
STEPHANIE BAILEYPartner,Core Business Advisors |
ANGELA BELLVILLESenior Manager,HoganTaylor Talent Team |
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Improving the lives of children and families living in poverty is a hallmark of Susan Agel’s professional life. She retired in 2022 as president of Positive Tomorrows, one of the nation’s few private schools solely for homeless children and currently chairs the Homeless Children & Youth Subcommittee of the Oklahoma Commission on Children and Youth. She is a Commissioner for the Standards of Excellence program offered by the Oklahoma Center of Nonprofits and a board member of Santa Fe South Charter Schools, Shelterwell, and Tulakes Community Ministries. Susan was named the 2016 Woman of the Year by the Journal Record newspaper and has also been named a “Most Admired CEO” for three years (2016, 2014 and 2013). In 2011, Susan was recognized by the FBI with its Director’s Community Leadership Award for Oklahoma. In 2021, she was named Fellow of the Academé of Achievers of Central Christian College of Kansas, the school’s highest award. Susan served as a member of the Governor’s Interagency Council on Homelessness (2016-2022) and was a member of the collaborative which created the ReMerge prison diversion program. She was a member of the national board of directors for the Free Methodist Church USA (2007-2023), serving as chair for 4 years. Susan is married to a retired science teacher and has two grown children and four grandchildren. |
Stephanie Bailey is an accomplished financial leader with over a decade of expertise in tax consulting, nonprofit financial management, and executive-level CFO functions. Her career spans both the for-profit and nonprofit sectors, where she has guided organizations through complex financial challenges, including regulatory compliance, strategic growth, and operational optimization. |
Angela serves as a Senior Manager on the HoganTaylor Talent Team. Angela’s role leads an experienced HR consulting team that delivers a variety of critical talent solutions to our clients. In addition, she provides valuable consulting within talent operations, management, and development. |
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DEANNA BOSTONCEO,Strategic Community Consulting |
DAVID CASTILLOPresident,Greater OKC Hispanic Chamber |
TONY CAPUCILLECEO & Cofounder,Brightwell Capital Partners |
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Deanna is a nonprofit executive with over 25 years of experience growing and revitalizing nonprofit organizations. She holds a Master’s degree in Nonprofit Management, is a Certified Fundraising Executive (CFRE), and a Certified Education Foundation Leader (CEFL). Her graduate research influenced state nonprofit laws, contributing to the creation of the 2010 Oklahoma Charitable Solicitations Act. |
David Castillo has lived in Oklahoma City all his life and is a Graduate of Classen High School. He attended the University of Central Oklahoma and received a B.S. In Education. He was a teacher for 15 years and has been a business owner in OKC for the past 35 years. He is The President/CEO of The Greater Oklahoma City Hispanic Chamber of Commerce and has served in that role for 19 years. |
Tony Capucille was born, raised and educated in Oklahoma. Capucille spent nearly two decades in the payments industry, where he most recently served as president of Heartland, U.S. Payment and Payroll (NYSE: GPN) from 2016 to 2019. During this period, Capucille accelerated the domestic organization to over a $2 billion top line with 400,000+ clients nationwide and built its new headquarters connecting Automobile Alley with downtown OKC. He decided to leave the industry to explore other interests predicated on environmental sustainability and human flourishing, establishing EightTwenty, LLC. and Brightwell Capital Partners. |
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SUNNY CEARLEYPresident and CEO,Allied Arts |
MARGARET CREIGHTONPresident & CEO,Positive Tomorrows |
SHERRY DALECo-Founder,Mettise |
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Sunny Cearley serves as President/CEO for Allied Arts. Cearley came to Allied Arts from her role as Senior Vice President of Membership for the Greater Oklahoma City Chamber. Prior to that, she spent almost a decade leading sales efforts for The Journal Record Publishing Company. Before working in the arts full-time, Cearley sat on the executive committee for The Civic Center Foundation and on the advisory board for El Sistema Oklahoma. She is passionate about the fact that art improves the quality of life and supports economic development in our community. Cearley holds a bachelor’s degree in journalism from Baylor University and a Master of Journalism from the University of North Texas. She is graduate of Leadership Oklahoma City Class 30 and LOYAL Class III. |
Margaret Creighton is the President & CEO at Positive Tomorrows, Oklahoma’s only school and social service agency specifically serving children and families experiencing homelessness. She received her B.S. in Dance Management from Oklahoma City University in 2002. Shortly after graduation Margaret moved to New York City to pursue a career in dance. Margaret figured out she hated auditioning for jobs and valued things like steady health insurance, so she used the management portion of her degree to begin working in fundraising for nonprofit organizations. In 2004, Margaret moved back to Oklahoma and pursue her M.B.A., also from Oklahoma City University, and graduated in 2006. After 9 years of fundraising for the arts in NYC and OKC, Margaret was looking for a job that she felt made a deeper impact in the life of the community. Margaret was hired as Development Director at Positive Tomorrows in 2013 and was promoted to Executive Vice President in 2020, then President & CEO in 2022 and has never been more fulfilled. |
Sherry is a visionary entrepreneur and mindfulness coach whose career spans across multiple industries including professional services, real estate, retail, and technology. She excels in roles that leverage her executive-level expertise in finance, operations, strategic planning, and general management. As a co-founder and partner at Jones & Dale, CPA's, Sherry played a pivotal role in business development and firm management. She also founded and led Express Meat Company, growing it to a multimillion-dollar enterprise before its acquisition by Cargill in 2004. Following her success in the meat distribution industry, Sherry founded Strategix Consulting Group in 2004, focusing on strategic planning and executive team development for high-growth companies. Her leadership prowess was further demonstrated between 2009 and 2015 as Chief Operating Officer for a consulting client, where she managed extensive operations and played a key role in overseeing a major government contract and launching a technology company subsidiary. Sherry’s entrepreneurial ventures also include a restaurant, real estate development firms, an executive coaching company, a technology startup, and a food processing plant. Sherry is a Certified Public Accountant with a Bachelor of Arts in Accounting and Economics, having started her professional journey at renowned firms like Coopers & Lybrand and Arthur Andersen. Her diverse experiences and ability to drive success in various enterprises underscore her reputation as a skilled strategist and a trusted advisor in the business community. |
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ANGIE DOSSChief Development and Marketing Officer,Sunbeam Family Services |
JOSHUA DUNBARDonor Services Manager,Oklahoma City Community Foundation |
LESLIE FRIEDLANDERSenior Assistant Attorney General,Attorney General of Oklahoma |
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Angie Doss has nearly 20 years of marketing experience and 16 years in fundraising. She is AFP Oklahoma’s 2024 OKC Outstanding Professional and believes in putting the FUN in fundraising, emphasizing that philanthropy is for everyone. Angie has presented locally and nationally on best practices in fundraising and marketing, including AFP Oklahoma City, the Oklahoma Center for Nonprofits, and Feeding America. A member of Leadership OKC, she has been named to the Journal Record and Oklahoma Gazette’s 40 Under 40 lists. Angie serves on the United Way Emerging Leaders Board and is a LOYAL Class 8 graduate. |
Joshua Dunbar is the Donor Services Manager at the Oklahoma City Community Foundation and has been with the organization since May 2024. Prior to joining OCCF, he was the Executive Director of River Valley Food 4 Kids in Russellville, AR for 5 years helping address childhood food insecurity in rural parts within the state of Arkansas. As the Donor Services Manager, his primary role is to ensure that fund holders and philanthropic individuals within the Oklahoma City area are able to fulfill their charitable goals. He is a recent graduate of Texas A&M’s Bush School of Public Service where he earned a Master’s in Public Service Administration with a Nonprofit Management focus. He also earned his Bachelor of Arts in Business Administration, Youth & Family Ministry, and Theology from Welch College in Nashville, TN. Joshua previously served as a Board member with River Valley United Way. |
Leslie Friedlander is an Assistant Attorney General in the Office of the Texas Attorney General and is the President of the National Association of State Charity Officials (NASCO). As an AAG, Leslie focuses largely on trust and estate matters affecting the public interest in charity. Leslie joined the OAG after operating a successful solo estate planning and probate practice. Prior to attending law school, she worked for the U.S. Congress, for two nonprofit organizations, as staff director for a member of the Texas House of Representatives, and in a program and policy position with the Texas Office of Rural Health Initiatives. In addition to her law degree, Leslie holds master's degree from the Lyndon B. Johnson School of Public Affairs and a B.A. from Pitzer College. |
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BRENT HARTExecutive Director,Oklahoma City Philharmonic Orchestra |
JENNIE HILLManaging Attorney,Nonprofit Solutions Law |
JERI HOLMESPresident and Founder,Nonprofit Solutions Law |
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Brent Hart brings a blend of leadership, community involvement, and a passion for music to his role as Executive Director of the Oklahoma City Philharmonic Orchestra, a position he has held since March 2023. Brent's journey with the OKCPHIL began on the Associate Board in 2012, evolving into pivotal roles on the Board of Directors, the Philharmonic Foundation, and culminating as President of the Oklahoma Philharmonic Society’s Board of Directors during the transformative 20/21 and 21/22 seasons. Before joining the OKCPHIL, he worked in Human Resources, honing his skills in leadership development, training, and communications with organizations such as Royal Caribbean Cruise Lines, Williams-Sonoma, Inc., Love’s Travel Stops and Country Stores, and Gulfport Energy Corporation. During that time, he served in varying volunteer roles for many Oklahoma City nonprofits. |
As managing attorney at Nonprofit Solutions Law, Jennie Hill represents tax-exempt entities from formation to dissolution and advises nonprofit entities on employment, board governance, for-profit joint ventures and excess benefit issues. Jennie holds a Bachelor of Arts in history from Macalester College, a Master of Social Work from University of Illinois Urbana-Champaign, and a Juris Doctorate from the University of Oklahoma College of Law. She worked as a nonprofit executive for 15 years before returning to law school in 2020 and graduating with distinction in 2023. Jennie was inducted into the National Order of Scribes, Phi Delta Phi legal honor society, and served as Note and Comment Editor for the Oklahoma Law Review and was a member of the Black Law Student Association and Organization for the Advancement of Women in Law during law school. Jennie is also the author of “The Cost of Benevolence: Effective Legal Counsel for Nonprofit Entities” in Law Practice Today and “The Dual Role of Attorney and Director: Ethical implications of Nonprofit Board Service” in the Oklahoma Bar Journal. During her time in the nonprofit industry, Jennie focused her career on advocacy organizations. She served as the executive director of CASA of Oklahoma County, the director of CASA of the South Plains in Texas, and a program director for Rape Crisis Services in Illinois. She also served on the Texas CASA Board of Directors and testified before legislative committees in Texas to improve services for foster youth in the state. Jennie additionally continues to be involved in the community as a member of P.E.O., chair of the Oklahoma Center for Nonprofit’s ad hoc Law and Finance Conference committee, member of the Children’s Justice Act Taskforce for the State of Oklahoma, past president of the University Women’s Association for the University of Oklahoma, and past chair of the National CASA Marketing Committee. She was a member of Leadership Oklahoma City Class 38 in 2020, participated in Strata Leadership’s Institute for Emerging Leaders in 2018, and was a featured TedX speaker in 2015. |
Jeri Holmes received her Bachelor of Science from Oklahoma State University in 1986 and her Juris Doctor from the University of Oklahoma in 1995. After practicing for several years outside the nonprofit realm, Jeri’s volunteer work led her to the discovery that the unique nature of tax-exempt organizations called for a specialized legal advisor, but, due to the small nature of many nonprofit organizations, they could not afford to keep an attorney on staff. In 2004, Jeri founded Nonprofit Solutions Law, P.C. as an answer to this need and has remained a legal advisor to tax-exempt entities ever since. As a lawyer for tax-exempt organizations and government entities, Jeri helps create a foundation for future growth by ensuring legal compliance and strong governance. Her services extend beyond simply providing legal counsel to organizations. Jeri’s goal is to ensure ongoing success by taking a holistic approach to organizational health. By guiding organizations in drafting and amending bylaws and policies, helping to navigate contractual and business relationships, and assisting in acquiring or changing tax-exempt status, Jeri ensures that governing documents and operational efficiencies are strong and up to date with legal regulations and best practices. Jeri facilitates board trainings, staff trainings, and legal responsibility classes to ensure that those governing policies are understood and implemented, as well as making boards aware of their legal duties and best practices. She also aids organizations in modifying gift agreements or charitable trusts under UPMIFA. Where significant challenges or restructuring call for more in-depth support, Jeri has served as interim CEO to provide organizations with guidance until they achieve stability. Jeri also teaches the Law and Nonprofit Organizations class for the Master of Arts in Nonprofit Leadership program at Oklahoma City University and is a member of the 29th Leadership Oklahoma Class. Currently, Jeri volunteers on the Board of Dale K. Graham Veterans Foundation, and as a member of the Oklahoma Center for Nonprofits’ Education, Policy, and Advocacy Committee. |
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KEITH HOWARDCEO,Circle of Care, Inc. |
GRACEN JOHNSENVice President & Senior HR Consultant,James Farris Associates |
KAMI KUYKENDALLFounder/CEO,Nectar Coaching and Consulting LLC |
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Keith Howard is President/CEO at Circle of Care, Inc., a group on a mission to bring Christian help, healing, and hope to children and families going through tough times. This fantastic organization started back in 1917 and reaches out to those in need through foster care, transitional living, counseling, fatherhood, adoption, and mentorship services. They have office locations spread across Oklahoma in Woodward, Ardmore, Enid, Oklahoma City, Tulsa, Tahlequah, Gore, and McAlester. |
Gracen Johnsen is certified as a Senior Professional in Human Resources (SPHR) by the Human Resource Certification Institute, SHRM-Senior Certified Professional (SHRM-SCP) and is an American Management Association Certified Strategic Planner. She teaches the Society of Human Resource Management PHR/SPHR Certification course and Essentials of Human Resource Management Certification Program at OSU-OKC. Ms. Johnsen worked for several years in the securities industry, held the Series 24 Principal's License, and is a National Association of Securities Dealers trained mediator. Holding a Bachelor of Science degree in Education from Oklahoma State University, she has also completed graduate courses in Educational Theory at the University of Idaho and in Business Management at Pepperdine University. For over seven years, she served as an officer and director of a publicly traded corporation in Southern California. Her duties included directing all HR practices, policies and strategies, and corporate compliance with SEC, OSHA, INS, EEOC, and Department of Agriculture regulation. In 1996, Ms. Johnsen founded Johnsen Corporate Services (JCS) in Albuquerque, New Mexico, where she developed the out-sourced HR Director model for corporations, non-profits, and Native American enterprises. Now affiliated with Premier Source, a Summit Consolidated Group company, she advises Summit clients on human resource management, strategic business planning, compensation planning and implementation, corporate governance, and employment and regulatory compliance. |
Kami Nicole Kuykendall founded Nectar Coaching and Consulting after 15+ years of nonprofit leadership experience in organizations including American Red Cross, Pivot: A Turning Point for Youth, and Girl Scouts Western Oklahoma. Kami has a passion for developing transformational leaders within the nonprofit sector in Oklahoma. She has acquired a knowledge base, skillset and approach to developing individuals and organizations through some hard-earned lessons. Kami is also a Licensed Professional Counselor and brings a significant understanding of people’s emotional well-being and how that impacts work/life balance, productivity, motivation, and a sense of purpose in the workplace.
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STEPHANIE LOWERYGrants Administrator,Oklahoma Office of the Attorney General |
MICHELLE MANNTax Senior Manager,HoganTaylor |
BOB CARTWRIGHTPresident/CEO,Intelligent Compensation LLC |
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Stephanie Lowery is currently the Grants Administrator for the Oklahoma Office of the Attorney General. Prior to this position she worked for the Oklahoma District Attorneys Council where she was the Director of Federal Grants and managed a team of 12 and administered all pass-through grants from the Department of Justice. She has served on various boards at the national level and has a passion for the financial side of grants. She has a Master in Public Administration from OU and currently lives in Norman. |
Michelle C. Mann, CPA, is a Tax Senior Manager with HoganTaylor in Little Rock and has over 45 years of experience in all areas of taxation. She is a specialist for the firm in nonprofit organization taxation and state taxation. As a leading expert in the field, Michelle frequently writes articles and delivers presentations on tax exempt entity taxation issues. She was previously director of state and local taxation for Alltel, a communication company acquired by Verizon Wireless in 2009, and held various tax positions in the Alltel organization for over 25 years. She began her career with Price Waterhouse. Michelle completed a Master of Science in Taxation with a Graduate Certificate in Accounting from the University of Arkansas at Little Rock (and was named Outstanding Graduate from the UALR College of Business) and has a BBA in Accounting from Texas Christian University. She is a member of the American Institute of Certified Public Accountants and the Arkansas Society of Certified Public Accountants and an associate member of the Arkansas Society of Association Executives. |
Bob Cartwright, (SPHR / SHRM-SCP), is founder, president, and chief executive officer of Intelligent Compensation, LLC, a compensation, performance management, and business advisory consulting firm located in the Greater Austin, Texas area. Since 1996, Mr. Cartwright has managed numerous assignments for clients in industries ranging from high technology, manufacturing, health care, financial services, credit unions, banking, retail, legal, energy, oil field and exploration services, charitable non-profits, community and private foundations, mega-churches, trade, business and professional associations, business leagues, and defense/aerospace. He has 40+ years of diversified experience in total compensation and rewards, performance management, strategic planning, human resource management, expert witness, and business advisory services, and he has provided these services for companies and organizations throughout the United States and abroad. Bob is a sought-after speaker and is often quoted as a business/compensation expert in print and social media around the country. Cartwright has also authored, and co-authored articles and “White Papers” on numerous topics published nationally. Mr. Cartwright’s professional affiliations include or have included; Affiliate Advisory Council Member for World-at-Work (Current), Past Member -Texas SHRM State Council - Board Advisor to State Director – Business Development; Past Board Chair - Texas Association of Business (TAB); Past Task Force Chair - Return To Work / Future of Work Initiative TAB, Chair; Past Board Member – Texas SHRM At-Large District Director & Co-Director Collaborative Industry Alliances (CIA-14 Years); Past Member of the Total Rewards, Compensation, & Benefits National Expertise Panel and National Volunteer Leader on Veteran Employment –Society for Human Resource Management (SHRM). |
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MALISA MCPHERSONAssistant Attorney General,Oklahoma Attorney General's Office |
LEA MORGANPartner,Tippens-Mays + Morgan |
MEGHAN MUELLERPresident and CEO,Homeless Alliance |
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Malisa McPherson has worked at the Office of the Oklahoma Attorney General (OAG) for more than 10 years and currently serves as the Deputy Attorney General of Public Advocacy. Since joining the OAG, Malisa has focused on varied matters involving or affecting nonprofit organizations. Understanding the positive impact that results from outreach, Malisa has presented at trainings focused on the legal obligations that nonprofits have under Oklahoma law and events intended to provide the public with information and resources to help people make informed giving decisions. Malisa holds a bachelor’s degree in psychology from Midwestern State University in 2010 and a Juris Doctorate from Oklahoma City University in 2014. |
Lea Morgan gives full attention to the businesses she works with, treating them as if each were her own. With a History Education degree from the University of Central Oklahoma, Lea has worked in a variety of industries: computer sales, mini storage management, home décor, publishing, commercial real estate/construction, financial services and higher education. The common theme and priority throughout has been excellent communication and customer service. |
Meghan Mueller is the President and CEO at the Homeless Alliance where she has worked for over 10 years. She is one of a few social workers in the state of Oklahoma to hold an advanced license in social work administration. She has extensive experience with grant writing and administration as well as program design and implementation. She has facilitated collaborative teams and has been an active participant and leader in community work to end homelessness. Meghan is a fellow for the Interdisciplinary Leadership Education in Neurodevelopmental Disabilities program and has professional and research experience with youth, poverty, homelessness and people with disabilities. She believes that housing is a basic human right and that all of our neighbors deserve the dignity of a place to call home. |
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BRYCE MURRAYPrincipal,HoganTaylor |
LATONYA PRATTDirector,inTulsa |
SARAH RAHHALCEO,Sunbeam Family Services |
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Bryce serves as Principal on the HoganTaylor Talent team. Prior to joining HoganTaylor in 2024, Bryce was the managing director of Talent Acquisition Group. Talent Acquisition Group merged into HoganTaylor's talent practice in 2024. Throughout his career, Bryce has helped lead consumer brands like Disney, Red Bull and JCPenney build or refine their talent acquisition capabilities. This included executive search, professional recruitment, high volume recruitment, campus recruitment, contingent workforce solutions, branding, talent acquisition training & development. In addition to in-house talent acquisition leadership, Bryce spent several years building and growing agency recruiting businesses. He has worked across a myriad of industries including media & entertainment, technology, consumer packaged goods, and retail to recruit talent from the board to individual contributor level for clients ranging from seed stage startups to large enterprises. |
LaTonya Pratt has spent the last 17 years of her career in the field of Human Resources and Talent acquisition. With a proven track record
of leadership and a passion for people and talent development, LaTonya has consistently led multiple teams to remarkable success. |
Sarah Rahhal serves as the Chief Executive Officer at Sunbeam Family Services and is a Licensed Clinical Social Worker. Sunbeam’s mission is to build brighter futures with all children and families which also describes Sarah’s career. |
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JASON RINCKERChief Revenue Officer,Stronghold Data |
AMEIL SHADIDSr. Vice President of Revenue and Development,Oklahoma State Chamber |
CAT SLACKCEO,Cat Slack Consulting and Oklahoma City Community Foundation |
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Jason Rincker is the Chief Revenue Officer of Stronghold Data. With over 29 years of professional development experience, Jason excels at building successful business relationships. Jason has helped Stronghold Data become a ChannelFutures MSP 501 company including winning MSP of the Year in 2023 and 2021. He has worked closely with the Missouri Department of Homeland Security, Secret Service, University of Missouri, FBI and others. He has spoken to numerous Missouri government, financial, and manufacturing associations. From county governments to organizational executives and leaders, Jason provides trainings and presentations on the importance of data security and digital transformation. |
A fundraising and sales executive, Ameil is a native of Norman, Oklahoma, and graduated from The University of Oklahoma with his Undergraduate Degree in 2001 and his Masters in 2003. |
Cat is a nationally recognized fundraising expert, strategist, writer, communications strategist, public speaker, and trainer. Cat has led partnerships with dozens of organizations such as: BostonWomen’s Fund, California State University in Sacramento, Feeding America, International Rescue Mission, RestoreOKC, North Texas Food Bank, Food Bank of Northern Nevada, United Way of Rhode Island, and many more. She advises c-suite leaders through transition and culture-change as they grow and leads acclaimed trainings for fundraisers in myriad missions across the United States. |
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TARA SIMMONSVice President of Development,Science Museum of Oklahoma |
DEBORAH MCAULIFFE SENNERPresident & CEO,Make-A-Wish Oklahoma |
DAN STRAUGHANFormer Executive Director (Retired),Homeless Alliance |
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Tara Simmons serves as the Vice President of Development at Science Museum Oklahoma, where she has played a key role in strengthening the museum’s philanthropic support since joining in July 2022. With a talent for building meaningful relationships and a passion for connecting people to the museum’s vision, she has helped grow charitable contributions and ensure long-term sustainability. |
Deborah McAuliffe Senner currently serves as President/CEO of Make-A-Wish Oklahoma, a statewide nonprofit organization granting life-changing wishes for critically-ill children. “I was actually happily retired but came to Make-A-Wish as an interim CEO on a 3-month assignment. What I found was an organization poised for greatness and I fell in love with the mission. Every wish granted was magical, and my favorite wish is always the next one. Right now we have over 300 critically-ill Oklahoma children waiting for their wish and the only thing standing between those kids and their wish is revenue. I am driven to make those wishes happen!” Deborah McAuliffe Senner has over 30-years of nonprofit leadership and fundraising expertise. She is President Emeritus of Allied Arts of Oklahoma, where she worked to strengthen the cultural community for over 21 years. Upon her retirement in 2022, Allied Arts created an award in her honor to be given annually recognizing her passion for arts education and arts accessibility for all - the Deborah McAuliffe Senner Excellence in Arts Education Award. Deborah is the recipient of numerous awards including the Governors Arts Community Service Award for leadership in the arts, the 2024 Stanley Draper Award from Downtown OKC Partnership for being a visionary in propelling the arts forward, Oklahoma Hall of Fame Lee Allan Smith Legacy Award in 2023, Top Fundraising Professional for Association of Fundraising Professionals (AFP) , as well as numerous years in Friday newspaper’s Most Powerful Women issue. She continues to be active in numerous civic and nonprofit organizations. Deborah was appointed by Mayor Holt to serve as an Arts Commissioner for the City of Oklahoma City in 2022 and continues in that role. |
A lifelong resident of central Oklahoma, Dan was born and raised here in Oklahoma City and currently lives in Norman. He attended Putnam City Schools and got both his degrees from the University of Oklahoma. Dan spent ten years as a manager at the Federal Reserve Bank of Oklahoma City before joining United Way in 1997 where he served as Vice President for Agency Relations, Allocations and Community Investment. Dan has served as president of the Governor’s Interagency Council on Homelessness (GICH), president of the United Way of Central Oklahoma Agency Directors Association, president of Success by Six, and executive director of Central Oklahoma Turning Point. He is currently a member of the Oklahoma County Criminal Justice Advisory Council and serves on the board of Leadership OKC.
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SIDNEY SUTTLESDonor Services Manager,Oklahoma City Community Foundation |
STACEY TOVINOAssociate Dean for Faculty Development and Research,Oklahoma College of Law |
ALEXANDRA TOWLER-BLISSFounding Attorney,Culture Connection |
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Sidney Suttles is a Donor Services Manager at the Oklahoma City Community Foundation and a believer in the power of community. She is dedicated to building strong relationships with donors and facilitating connections that enable organizations
to achieve their missions and donors to accomplish their charitable goals. Her career, which includes roles at organizations like the Stephens County Humane Society, the American Cancer Society, Communities Foundation of Oklahoma,
and the Oklahoma Tobacco Settlement Endowment Trust (TSET), has provided her with a deep understanding of the diverse needs and opportunities within Oklahoma's nonprofit sector. Rooted in her small-town upbringing, Sidney is committed
to strengthening her community and actively volunteers with local nonprofit organizations. |
Stacey Tovino, JD, PhD, serves as the John B. Turner LLM Program Chair in Law and Associate Dean for Faculty Development and Research at the University of Oklahoma College of Law. An elected member of the American Law Institute and an invited fellow of the American Bar Foundation, Professor Tovino's current research focuses on patient privacy and health information confidentiality, mental health law, substance use disorders and the law, and virus and vaccine law. Professor Tovino publishes her interdisciplinary research in textbooks, casebooks, encyclopedias, law reviews, medical and science journals, and ethics and humanities journals. An enthusiastic teacher, Professor Tovino earned law school-wide teaching awards in 2009, 2012, 2013, 2014, 2016, and 2020, as well as an OU College of Law Institutional Impact Award in 2021. |
Alexandra Towler-Bliss is an attorney focusing on nonprofit and small business compliance and employment law, with an eye toward workplace wellness, diversity, equity, inclusion, and true belonging. Alex founded Culture Connection Law as a remedy, seeking to further holistic organizational health in the face of an ever evolving workforce, from creation, to legal infrastructure and support, all the way to team culture and leadership trainings. Alex is proud to be Oklahoma born and raised, earning her Bachelor of Arts from Oklahoma State University and her Juris Doctor from the University of Oklahoma College of Law. She attained her Chartered Advisor in Philanthropy in 2019, arming her with the knowledge necessary to get money to charitable organizations in the most tax-efficient manner. She is deeply rooted in her community, working to support local initiatives as legal counsel and serving on the Boards of Sunbeam Family Services and Camp Twin Cedars. Alex’s foundational belief that every single person deserves the space to mess it up, learn, and correct guides her. Her warm fuzzy is teaching leaders how to love themselves and their teams a little easier. Alex shares her life with her wife, Shelby, their three cats, and their dog, Ansley.
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COLLIN WALKECybersecurity and Data Privacy Practice Lead,Hall Estill |
WENDI WILSONPresident and CEO,Empower: Strategic Solutions for Nonprofits |
MARK NOBLEFounder and CEO,The Noble Force |
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Collin Walke is the Cybersecurity and Data Privacy Practice Lead at Hall Estill. Collin has extensive experience with AI and its impact on current and future legislation and is a peer-reviewed published author on the legality of AI bias-testing in the European Union. Collin graduated from Oklahoma City University School of Law, magna cum laude, and is also a graduate of Harvard's Business Analytics program where he was nominated for distinction in programming and data systems. He is also general counsel to, and secretary for the board of, an Oklahoma AI startup, and he served six years in the Oklahoma House of Representatives, where he proposed and worked on data privacy legislation. |
Wendi Wilson, Founder of WLW Partners and President and CEO of Empower: Strategic Solutions for Nonprofits has been in the nonprofit field for over thirty years. She brings a wealth of knowledge and expertise in "the business" of nonprofits, as well as being an avid supporter of the nonprofit sector on a local and national stage. |
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MOISES ARJONAExecutive Impact Director,Unidos Contra la Diabetes | JANET JOHNSONPresident and CEO,Jordan Johnson, Inc. | CHARITO LINCOLNVP Community Investment,Methodist Healthcare Ministries |
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TRAVIS LOZIERChief Quality and Culture Officer,Jordan Johnson, Inc. | ||
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