2024 Vermont Nonprofit Summit

On Wednesday, October 23, 2024, Common Good Vermont will convene Vermont’s nonprofit community, allies, and partners for the first Vermont Nonprofit Summit at the Capitol Plaza Hotel in Montpelier.

This new event will bring together nonprofit leaders from diverse sectors to share innovative ideas, best practices, and collaborative solutions to address pressing challenges in our state.

Whether you’re a seasoned nonprofit professional, a dedicated volunteer, or someone interested in making a difference, this Summit offers something for you. We will dive into topics including fundraising, organizational development, communication, and more. Through an engaging keynote panel, interactive workshops, facilitated discussions, and networking opportunities, attendees will gain valuable insights and practical tools to enhance their impact in the nonprofit sector. Learn from experienced leaders in the field and connect with like-minded peers who share your commitment to creating positive change.

Designed to support participant learning and connection, this full-day in-person event includes:

  • Keynote Panel: A New Generation Transitions to Leadership
    Our sector is evolving! Join us to explore the demographic shift that is occurring in Vermont and in our nonprofit sector. Vermont Public’s Mikaela Lefrak will moderate a panel of emerging and experienced nonprofit leaders to discuss how our sector can grow, support, and learn from a new generation of leadership.
  • Breakout Sessions
    Choose your own adventure! With two breakout sessions on the agenda featuring 12 diverse offerings, there is something for every role and every goal including engaging workshops, informative presentations, and opportunities for connection.
  • Communities of Practice
    Find your people! As defined by Etienne Wegner, a community of practice is a group of people who share a concern or a passion for something they do, and learn how to do it better as they interact regularly. In this spirit, these breakouts will help you to connect with and learn from your peers with similar roles or interests through informal facilitated discussions. Focus areas will be finalized based on registrations, but in addition to an Executive Director Roundtable, there will be sessions around fundraising/development, policy/advocacy, marketing/communications and more!

Together, let’s harness the power of collective action to build thriving communities and create lasting social impact. Join us at the Vermont Nonprofit Summit and be part of a unified movement towards a brighter future for all!

The Summit is SOLD OUT!

We’re sorry! The Vermont Nonprofit Summit is sold out and registration is closed. Please complete the form below to be added to the waitlist and be notified when registration opens for the 2025 Vermont Nonprofit Summit. 

Nonprofit Summit Waitlist

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Summit Details

Time

What’s Happening

Description

8:30 AM Registration & Networking Sign-in and join us for coffee & breakfast bites!
9:00 AM – 10:30 AM Welcome & Keynote Panel: A New Generation Transitions to Leadership We’ll kick off the day with an inspiring keynote panel on transitioning leadership to a new generation. See the “Keynote Panel” tab for details and speaker bios!
10:45 AM – 12:00 PM Breakouts See Session 1 breakouts in the “Breakout Sessions” tab for details.
12:15 PM – 1:15 PM Lunch Visit our exhibitors and enjoy a buffet-style meal together.
1:30 PM – 2:30 PM Communities of Practice Facilitated peer-group discussions.
2:45 PM – 4:00 PM Breakouts See Session 2 breakouts in the “Breakout Sessions” tab for details.
4:00 PM Adjourn Thanks for coming!

Breakouts

Click on the breakout title to jump to the session description. Presenter bios can be found on the “Speakers” tab.

Session Breakout Title Presenter(s)
Session 1
10:45 AM – 12 PM
Nonprofit Mergers and Consolidations Martin Hahn & Anthony Iarrapino
Session 1
10:45 AM – 12 PM
Capital Campaigns: Feasibility and Planning Studies Christine Graham
Session 1
10:45 AM – 12 PM
A Story for the Ages: How to Communicate Across Different Generations Becky Holt
Session 1
10:45 AM – 12 PM
Navigating Identity-Based Conflict in the Workplace Tabitha Moore
Session 1
10:45 AM – 12 PM
Resource Roundtable and Meet & Greet Amy Carmola
Session 1
10:45 AM – 12 PM
Deciphering Community Demographics – How Data Can Inform Non-Profit Organizational Strategies Nicole McKenzie
Session 1
10:45 AM – 12 PM
Health Coverage for Nonprofits Explained Sebastian Arduengo
Session 2
2:45 PM – 4 PM
Vermont’s Economic Outlook Mat Barewicz
Session 2
2:45 PM – 4 PM
So You’re Thinking of Buying (or Renovating) a Building… Sarah Phillips and Liz Curry
Session 2
2:45 PM – 4 PM
Navigating Vermont Community Foundation Grants Jennifer duToit Barrett, Karen Scott, and Jane Mulcahy
Session 2
2:45 PM – 4:15 PM
QPR (Question, Persuade, Refer) Gatekeeper Certification Training: Tools to Know for Suicide Prevention Cari Kelley
Session 2
2:45 PM – 4 PM
Find, Attract and Retain Great People Dave Dore & Sage Ruth
Session 2
2:45 PM – 4 PM
Peer-to-Peer Consulting Emma Paradis and Lisa Grefe
Session 2
2:45 PM – 4 PM
Project Management Fundamentals for Nonprofits Alex Tuck & Alex Morgan

Session 1 Breakouts | 10:45 AM – 12:00 PM

Nonprofit Mergers and Consolidations

Presenters: Martin Hahn & Anthony Iarrapino

Nonprofits merge for a number of reasons: to achieve scale by bringing two small organizations together, to “rescue” an organization that is failing but whose mission is still relevant, and/or to create efficiencies in operations between two similar organizations. In this workshop we will review legal and organization considerations in a nonprofit merger. The presenters recently helped to managed a merger between two nonprofits, which has resulted in a more sustainable and impactful organization.

Capital Campaigns: Feasibility and Planning Studies

Presenter: Christine Graham

This workshop examines the purpose and methods of a feasibility study that would be conducted in advance of a major campaign. We will cover the methods used to plan a study that will best provide information both internally and externally to enable the organization to conduct a successful campaign. This ranges from organizational preparedness, appropriate approaches for external interviews, the types of prospect opinions sought, the range of data and information included in a final report, and the deliverables for the study at completion.
A study goal is to provide enough reliable information that an organization can set a goal, establish a timeline and campaign plan, and understand the donor motivations that will lead to success. Our workshop goal is to provide information that helps each organization decide how best to proceed in its own study.

A Story for the Ages: How to Communicate Across Different Generations

Presenter: Becky Holt

“Out of pocket” has vastly different meanings, depending on who you ask and from which generation they are. Learn how to bridge generational communication gaps through storytelling. Explore ways to strengthen your internal connections with colleagues and make your external outreach more effective. This interactive 75-minute workshop includes skill-building activities and hand-on storytelling practice designed to improve understanding across generational divides.

Navigating Identity-Based Conflict in the Workplace

Presenter: Tabitha Moore

Participants will learn the common types of identity-based harm in the workplace as well as the roots of conflict as the basis of understanding how to address and respond to identity-based harm in the workplace. We will explore roles and tasks for people with privileged an subjugated identities in conversation and discuss the elements of a restorative approach. We will also try on 9 questions for navigating conflict and try a couple of role plays to practice skill development.

Resource Roundtable and Meet & Greet

Presenters: Amy Carmola (facilitator); Holly Morehouse, Vermont Community Foundation; Sarah Phillips, Vermont Community Loan Fund; Michele Karode, University of Vermont Office of Engagement & Leahy Institute for Rural Partnerships; Carra Cheslin, Lawson’s Finest Social Impact Program

This is an informal session with representatives from organizations and agencies that make funding decisions. How are funding decisions made? How will we be impacted by the loss of pandemic-era federal funding? Is AI changing how funders evaluate funding proposals and reports? Do you have feedback for funders about how resources are allocated? What is trust-based philanthropy and how is it being advanced in Vermont. Bring your questions and ideas for this interactive session!

Deciphering Community Demographics – How Data Can Inform Non-Profit Organizational Strategies

Presenter: Nicole McKenzie

The Census Bureau collects information from over 130 surveys and programs. Data collected can help organizations understand population, demographics, social, housing and economic aspects of their community. Knowing how to access reliable data can help non-profit organizations better understand their community’s need based on population characteristics. These data can assist in analyzing, planning, and outreach strategies, be used to bolster communications and proposals, and can show how a community compares to those that surround them. Using popular Census Bureau online tools, we will demonstrate how to easily customize a data query that will result in a data table specific to a community and topic of interest, such as housing, income/poverty, disability, age, Veteran status, race and ethnicity, employment status, etc. We will also demonstrate how to download these data into Excel and how to map the data to provide a visualization of your community by the numbers.

Health Coverage for Nonprofits Explained

Presenter: Sebastian Arduengo

What options and responsibilities do nonprofit employers have when it comes to providing health benefits for their employees? What’s the difference between a QSEHRA and an ICHRA? How can I help my employees access individual plans through the exchange? Sebastian Arduengo, Director of Health Insurance Regulation at the Vermont Department of Financial Regulation, will answer these questions and more in this comprehensive overview of health coverage for small employers. You’ll learn what to consider when choosing health coverage to maximize the benefit for your employees and have the chance to ask questions of your own.

Session 2 Breakouts | 2:45 PM – 4:00 PM

Vermont’s Economic Outlook

Presenter: Mat Barewicz

What’s on the horizon for Vermont’s economy? How is our workforce changing and what is driving those changes? This session will provide context, data and insights around the labor market shifts impacting nonprofit employers and our communities.

So You’re Thinking of Buying (or Renovating) a Building…

Presenters: Sarah Phillips and Liz Curry

In this workshop, we’ll walk through the different phases of a facility project, review common capital sources (including new climate funding), discuss some common challenges, and hopefully provide a little inspiration for nonprofit leaders thinking about purchasing and/or renovating a property.

Navigating Vermont Community Foundation Grants

Presenter: Vermont Community Foundation (Jennifer duToit Barrett, Karen Scott, and Jane Mulcahy)

Join this workshop to hear from members of the Vermont Community Foundation (VCF) Grants and Community Impact team and learn about VCF grant opportunities for your nonprofit. Gain a deeper understanding of the Community Foundation and discuss competitive funding opportunities and how to apply. Engage in small group discussions focused on your specific needs and programs.

QPR (Question, Persuade, Refer) Gatekeeper Certification Training: Tools to Know for Suicide Prevention

Presenter: Cari Kelley
NOTE: This QPR certification session will run an extra 15 minutes until 4:15 PM.

QPR stands for Question, Persuade, and Refer — the 3 simple steps anyone can learn to help save a life from suicide. Just as people trained in CPR and the Heimlich Maneuver help save thousands of lives each year, people trained in QPR learn how to recognize the warning signs of a suicide crisis and how to question, persuade, and refer someone to help. Each year thousands of Americans, like you, are saying “Yes” to saving the life of a friend, colleague, sibling, or neighbor.

Join Cari Kelley, Workplace Donor Relations Manager at United Way of Northwest Vermont, for this 90-minute Gatekeeper Certification.

Find, Attract and Retain Great People

Presenters: Dave Dore and Sage Ruth

In today’s competitive job market, finding and retaining top talent is especially challenging. Creating a workplace where employees want to stay, grow, and thrive is crucial, particularly given the high cost of turnover and its impact on morale and mission. This workshop will explore strategies for hiring and retaining great people while keeping resource constraints in mind, including effective hiring practices, creating an innovative culture, demonstrating staff value, and key elements of HR compliance.

Peer-to-Peer Consulting

Presenters: Emma Paradis & Lisa Grefe

Do you have a new idea you want to test drive? Perplexed by a problem that could use some external perspective? Up against a roadblock that requires some creative thinking? Bring your nonprofit-related queries, as well as your valuable expertise and experience, to a group of peers. Whether you are seeking help or have wisdom to share, in this session we’ll practice supporting each other by working through a few of your real-life scenarios while modeling facilitation strategies to add to your toolbox.

Project Management Fundamentals for Nonprofits

Presenters: Alex Tuck & Alex Morgan

Join the Alexes from Tuck Consulting Group to get a crash course on nonprofit project management best practices. Whether you have the role of a project manager or you unofficially manage projects, this session will give you a solid foundation on how to approach projects for your nonprofit. We cover some of the people, processes, and tools involved in project management while addressing the unique challenges that nonprofits face.

Speakers & Facilitators

Alphabetical by last name. 

Sebastian Arduengo
Director of Health Insurance Regulation | Vermont Department of Financial Regulation
Session: Health Coverage for Nonprofits Explained

Sebastian Arduengo is the Director of Health Insurance Regulation at the Department of Financial Regulation, a role he assumed in July 2024. Prior to his current role, Sebastian served for five years as an attorney in the Department’s legal division, specializing in health insurance-related matters and external appeals of health service decisions. Sebastian has also worked at the Green Mountain Care Board, advising Board members on certificate of need and health insurance rate review, and the Vermont Office of Legislative Counsel, advising on tax policy. Sebastian clerked for Judge Christina Reiss in the U.S. District Court for the District of Vermont and holds a J.D. from Indiana University – Bloomington Maurer School of Law.

 

 

 


Mat Barewicz
Director of the Economic & Labor Market Information Division | Vermont Department of Labor
Session: Vermont’s Economic Outlook

Mathew Barewicz is the Director of the Economic & Labor Market Information Division for the Vermont Department of Labor. He has ~20 years of professional experience as an economist across both the public and private sector. Additionally, he has provided economic instruction at the collegiate level. Prior to his work in economics, he was employed in the brokerage industry as an equity trader. Mathew graduated from the University of Vermont with a double major in economics and French. He earned his master’s degree in economics from San Diego State University. In his free time, Mathew and his family support music and the arts.

 

 

 


Amy Carmola
Chief Impact Officer | United Way of Northwest Vermont
Session: Resource Roundtable and Meet & Greet

Amy leads United Way’s strategic investments to strengthen our community and improve people’s lives across Northwest Vermont. She works with United Way staff, volunteers, and partners to identify needs and opportunities to advance community-defined priorities through funding high-performing programs, driving community engagement and collaboration, mobilizing volunteers, and investing in strategic initiatives to create systems-level change. Amy completed her doctoral degree at University of Vermont, where she studied lifespan development and community psychology, and joined United Way in 2003. Her favorite part of her job is working with—and learning from—many people who care so deeply and who bring tremendous energy, expertise, and creativity to the work of realizing a shared vision for our community.

 


Liz Curry
Principal | CommonLand Solutions
Session: So You’re Thinking of Buying (or Renovating) a Building…

Liz Curry founded CommonLand Solutions in October 2020 to assist nonprofits, municipalities, and mobile home cooperatives with redeveloping properties and infrastructure by assembling funding and managing the process to complete the project. After graduating from the University of Vermont, Liz made Burlington her home of 40 years because Bernie was mayor. Liz started her career as a carpenter and housing rehab specialist, then worked in the nonprofit affordable housing, public transit, and energy efficiency sectors for 30 years. She and her husband raised two kids with whom they spent most of their free time on a baseball field, skiing, camping, and hiking. During that time Liz served as a Board member and Chair of Vermont Works for Women, then as a Burlington School District Commissioner for seven years. Liz enjoys cooking, drawing, remaining engaged in local political issues, visiting her kids in Washington DC and Portland, ME, and traveling by train whenever possible.


David G. Dore
Co-Founder | Structural Integrity, Inc.
Session: Find, Attract and Retain Great People

Since 2008, Dave has dedicated his career to developing and leading nonprofit finance and operations teams. One of his greatest professional joys is curating clear, accurate, and relevant financial information that brings numbers into leaders’ and staffs’ comfort zones.  His experience includes fostering trusting and transparent relationships where organizations need them most, not only between finance and fundraising teams but also throughout hierarchical structures and between EDs and their board and finance committee members. He holds an MBA and BS in finance from Boston College and a Graduate Diploma in Professional Accounting from Suffolk University. 

Jennifer duToit Barrett
Director of Grants | Vermont Community Foundation
Session: Navigating Vermont Community Foundation Grants

Jennifer duToit Barrett is the Director of Grants at the Vermont Community Foundation, where she brings experience in nonprofit management and grant writing. Her background includes leadership roles in small arts nonprofits and experience in collections management. With a passion for community development and historic preservation, she is dedicated to securing funding for local initiatives and fostering collaboration within communities. Beyond her role at the Foundation, Jennifer serves as a Justice of the Peace and is an active member of both the Planning Board and Historical Society in Addison, Vermont.

 

 

 


Christine Graham
President | CPG Enterprises
Session: Capital Campaigns: Feasibility and Planning Studies

Christine Graham established CPG Enterprises in 1982 following senior staff assignments in secondary and high education. While establishing the business she also co-founded and directed the Governor’s Institutes of Vermont and worked with the Nature Conservancy and the Vt. Institute on Science Math and Technology. She created and published Nonprofit Vermont News, the Vermont Directory of Foundations and the NH Directory for over two decades, as well as six booklets on fundraising topics, while consulting with over 400 nonprofits in Northern New England. Today CPG Enterprises has expanded to include two associates, Shana Trombley and Maeve McBride, and focuses on annual fund, capital campaign, and planned giving consultation and training. Christine’s books are available, along with info on CPGE, at www.cpgfundraising.com.

 


Lisa Grefe
Manager of Learning & Education | Common Good Vermont
Session: Peer-to-Peer Consulting

Lisa joined Common Good Vermont (and United Way NWVT) after volunteering with them for many years. In her role, she gets to support the professional growth of nonprofit professionals across Vermont by organizing certificate programs, webinars, convenings, and workshops. She brings a background in psychology, adult learning, coaching, and people analytics to my work and strives to create meaningful and relevant learning opportunities that strengthen Vermont’s nonprofit sector.

 

 


Martin Hahn
Director | Common Good Vermont
Session: Nonprofit Mergers and Consolidations

Martin is Director of Common Good Vermont, a statewide program of United Way of Northwest Vermont. Previously, Martin has worked in a management role in nonprofits in the areas of affordable housing, microenterprise lending, and public libraries.

 


Becky Holt
Executive Director | Vermont Story Lab
Session: A Story for the Ages: How to Communicate Across Different Generations

Becky began her career in journalism, where she was an award-winning newspaper and online editor for 20 years. She then spent a decade as a nonprofit development and communications director. Since 2016, Becky has helped nonprofit organizations, businesses, and individuals (youth and adults) share their stories through interactive workshops, online learning, and one-on-one coaching. Becky is also an adjunct at Champlain College, teaching in the professional writing program, and working on revisions to her first YA novel. Becky has a Bachelor of Journalism from the University of Missouri-Columbia. She lives in Burlington, Vermont.

 

 

 


Anthony Iarrapino
Attorney | Wilschek Iarrapino Law Office
Session: Nonprofit Mergers and Consolidations

Attorney Iarrapino works with non-profits, entrepreneurs, businesses, and individuals to advance their interests in a wide variety of civil litigation matters, commercial and real estate transactions, and estate planning. Drawing from his long background of advocacy in the public eye, Anthony also represents clients seeking strategic communication counseling to succeed in the court of public opinion.

 

 


Michele Karode
Senior Outreach Professional | Office of Engagement & Leahy Institute for Rural Partnerships, University of Vermont
Session: Resource Roundtable and Meet & Greet

Michele Karode’s role as an outreach professional focuses on the non-profit, municipal government and education sectors in Vermont. Having earned her bachelor of science degree in the school of Education and Social Services at UVM in 2012, she is eager to reconnect and engage the university’s community in their outreach and job retention goals and help the developing workforce in Vermont grow. As a recipient of the Patriot Award in 2020 in her previous role as the executive director of a Heartworks Preschool, Michele’s focus around leadership, workforce development, teamwork and supporting the community is her highest priority. She looks forward to utilizing the university’s talent and resources to further engagement throughout the state.

 

 


Cari Kelley
Workplace Donor Relations Manager | United Way of Northwest Vermont
Session: QPR (Question, Persuade, Refer) Gatekeeper Certification Training: Tools to Know for Suicide Prevention

Cari Kelly is the Workplace Donor Relations Manager for United Way of Northwest Vermont. She lives in Grand Isle and volunteers on several boards including Destination Imagination, the State Rehabilitation Council, Sail Beyond Cancer Vermont, and the Franklin County Regional Chamber of Commerce.

Cari is not only Certified to teach QPR, but also teaches Mental Health First Aid for Adults and Mental Health First Aid for Older Adults. She has a personal passion for suicide prevention and uses her lived-experience of supporting someone with suicidal ideations with questions, persuasion, and local resources.


Nicole McKenzie
Data Dissemination Specialist | U.S. Census Bureau
Session: Deciphering Community Demographics – How Data Can Inform Non-Profit Organizational Strategies

Nicole is a Data Dissemination Specialist for the U.S. Census Bureau, and provides customized training, workshops, and assistance on Census Bureau data, products, and tools for customers in New Hampshire, Maine, Vermont, Massachusetts and Rhode Island. Nicole also served as New Hampshire’s Senior Partnership Specialist during the 2020 Decennial Census. Nicole has over 20 years of experience in the private sector as the co-founder of a grant acquisition and management company where she worked in partnership with private businesses, non-profit organizations, educational institutions, and government entities to research, write and manage grant funded projects. Nicole has a BS Degree (marketing/math) from Plymouth State College.

 


Dr. Holly Morehouse
Vice President for Grants & Community Impact | Vermont Community Foundation
Session: Resource Roundtable and Meet & Greet

Dr. Holly Morehouse, Vice President for Grants & Community Impact, joined the Vermont Community Foundation in 2022 with over 20 years of experience in project management, community-based decision making, and program leadership. Previously, Holly served as the founding Executive Director of Vermont Afterschool, where she grew the organization into a nationally recognized leader in youth development, out-of-school programming, and youth voice. Holly is the recipient of several state awards for her advocacy work, as well as the 2017 Con Hogan Award for community leadership.

 

 


Alex Morgan
IT Professional Services Practice Lead | Tuck Consulting Group
Session: Project Management Fundamentals for Nonprofits

Alex Morgan (he/him/his) is the IT Professional Services Practice Lead at Tuck Consulting Group. In 2021, Alex began with Tuck as a pro bono consultant for local nonprofits and instantly clicked with the company culture, mission, and clients. Working with diverse clients in tech and adjacent sectors has afforded a breadth of relationships and invaluable strategic insight. Alex works remotely from Burlington, Vermont. He is a certified ClickUp Expert and is certified with the Hubspot Content Management System and Hubspot Marketing Hub. Connect with him at https://www.linkedin.com/in/alexanderdmorgan/.

 


Jane Mulcahy
Program Associate of Grantmaking | Vermont Community Foundation
Session: Navigating Vermont Community Foundation Grants

Jane Mulcahy is the Program Associate for Grantmaking at the Vermont Community Foundation. After receiving her Masters degree in geography, she gained experience in project management at a large marketing production agency and operations management at a small tour guiding outfit before settling down in Vermont and joining the grantmaking team at VCF. In her role on the grants team, she manages the competitive grant programs and supports nonprofits as they seek funding with VCF.

 

 

 


Emma Paradis
Manager of Policy & Strategic Initiatives | Common Good Vermont
Session: Peer-to-Peer Consulting

Emma came to Common Good Vermont (a program of UWNWVT serving Vermont nonprofits) after graduating from UVM’s Master of Public Administration program. In her role, she supports Vermont’s nonprofit sector by advocating for its interests, fostering connections, and facilitating the exchange of information. With a background in food systems, community organizing and nonprofits, she considers herself lucky to work for an organization whose mission and values align so closely with her own.

 

 


Sarah Phillips
Director of Housing & Community Facilities | Vermont Community Loan Fund
Sessions: So You’re Thinking of Buying (or Renovating) a Building…, Funder Roundtable and Meet & Greet

Sarah is the Director of Housing & Community Facilities Lending at the Vermont Community Loan Fund, a mission-based alternative community lender investing in local businesses, nonprofits, affordable housing, working lands and early childhood education. In her role, Sarah gets to provide flexible capital solutions to strengthen Vermont nonprofits and the communities they serve. Prior, she directed the Office of Economic Opportunity in the Agency of Human Services, where she lead a team providing training, technical assistance and funding to over sixty nonprofit, community organizations working to address poverty through home weatherization, asset building, homeless assistance, and a range of community services programs. Having held previous management positions in program and grant development at nonprofit organizations, Sarah is passionate about building the capacity of organizations to achieve impact. She has a Masters in Social Work from the University of Michigan. Sarah and her family raise goats and grow berries on their farm in Marshfield.


Sage Ruth
Co-Founder | Structural Integrity, Inc.
Session: Find, Attract and Retain Great People

Sage has worked in nonprofit finance and operations since 2008. She enjoys helping organizations run behind the scenes and creating the conditions that let others feel supported, valued, and focus on what matters most in their work. Her experience spans facilities, technology, data systems, human resources, people management and team building, cross-organizational planning and alignment, data privacy, strategic planning, financial management and reporting, and grant budgeting. She has an MBA from Harvard Business School and a BA from Wesleyan University. She’s on the Board of Retreat Farm and Hatchspace, two nonprofits in her hometown of Brattleboro, VT.


Karen Scott, Ed.D.
Grants Coordinator for Strategic Partnerships | Vermont Community Foundation
Session: Navigating Vermont Community Foundation Grants

Karen Scott, Grants Coordinator for Strategic Partnerships, joined the team at the Vermont Community Foundation in 2022. Prior to VCF Karen spent over 25 years involved in educational opportunity programs in Vermont, including leading the inaugural federal GEAR UP program for the Vermont Student Assistance Corporation. She is a past president of the New England Educational Opportunity Association, and earned her doctorate from UVM in Education Leadership and Policy Studies in 2021.

 

 

 


Alex Tuck
Founder and Managing Principal | Tuck Consulting Group
Session: Project Management Fundamentals for Nonprofits

Alex Tuck (he/him/his) is the founder and managing principal of Tuck Consulting Group, a firm that specializes in project management consulting for small businesses. After several tenures at large and regional management consulting firms, Alex set out to create a firm focused on better client outcomes through diverse teams with less focus on profit realization rates. He runs this remote-first firm from a farm in Vermont where he lives with his wife and four children. Connect with him at https://www.linkedin.com/in/alextuck/.

Keynote Panel: A New Generation Transitions to Leadership

Our sector is evolving! Join us to explore the demographic shift that is occurring in Vermont and in our nonprofit sector. Vermont Public’s Mikaela Lefrak will moderate a panel of emerging and experienced nonprofit leaders to discuss how our sector can grow, support, and learn from a new generation of leadership. We’ll hear from Dylan Bell, Operations & Finance Manager at Mary Johnson Children’s Center; Samba Diallo, Executive Director of AIDS Project of Southern Vermont; Sultana Khan, Director of Social Change at Mosaic Vermont; and, Sue Minter, Executive Director of Capstone Community Action. The panel will be introduced by another inspiring leader, Shabnam Nolan, Executive Director of King Street Center.

Introductory Remarks

Shabnam Nolan
Executive Director | King Street Center

A first-generation Iranian American, Shabnam has dedicated her life to advocating for children and families, especially those who are most often pushed to the margins of our society. Currently, she serves as the Executive Director of King Street Center, a nonprofit youth development organization serving low-income children 18 mo – 18 years old and their families, most of whom come from the immigrant/refugee communities in Burlington that Vermont is lucky to have. She is also on the board of Public Assets Institute and Common Good Vermont’s advisory committee.

Leading King Street Center combines Shabnam’s passion for youth with her commitment to justice and equity. She has worked in a variety of roles in the nonprofit sector for 17 years and has expertise in policy advocacy, communications, public relations, data analysis, and the ever beloved and never ending joy of nonprofit grant writing. When not raising good trouble at work, Shabnam spends time with her husband, three children, and friends, although they will tell you she also raises trouble outside of work (ahem… but always in pursuit of justice). And no, she does not ski. Ocean – always the ocean.

Meet the Moderator

Mikaela Lefrak
Host and Senior Producer, Vermont Edition | Vermont Public

Mikaela Lefrak is the host and senior producer of Vermont Edition. Her stories have aired nationally on Morning Edition, All Things Considered, Weekend Edition, Marketplace, The World and Here & Now. A seasoned local reporter, Mikaela has won two regional Edward R. Murrow awards and a Public Media Journalists Association award for her work.

Prior to joining Vermont Public in 2021, Mikaela was a reporter and host at WAMU, the NPR member station for the greater Washington, D.C. region. During her career she has also worked at The New Republic, PRI’s The World and WGBH Boston, and served as an AmeriCorps VISTA volunteer in Oakland, California. Mikaela received her bachelor’s degree from Middlebury College and her master’s degree in broadcast journalism from Boston University. She lives with her husband and daughter in Burlington.

Meet the Panelists

Dylan Bell
Operations & Finance Manager | Mary Johnson Children’s Center

Dylan Bell is the Operations and Finance Manager at Mary Johnson Children’s Center in Middlebury, VT. He graduated college from Stevenson University in 2017 with a Bachelor’s Degree in Business Administration. Upon graduating, Dylan moved to New Hampshire from Maryland to work at an at-risk youth program helping children around the state of New Hampshire. While doing this he fell in love with working with children and the nonprofit sector in general and made the switch to Mary Johnson Children’s Center in the summer of 2021 to expand his role and voice in the field, while also aligning with his college background. MJCC has allowed Dylan to merge his career passions of working with children while also growing the organization and being an advocate for staff, children, families, and community. Dylan is excited to continue to be an advocate in the nonprofit sector as he knows the importance of the work folks in the field are doing day in and day out.


Samba Diallo
Executive Director | AIDS Project of Southern Vermont

Samba Diallo, originally from Mali (West Africa). He is currently the Executive Director of the AIDS Project of Southern Vermont serving southern Vermont communities. With his diverse background and experience in public health and nonprofit management, Samba leads initiatives to combat HIV/AIDS and advocate for affected communities across the region.

Under his leadership, the organization is working to expand outreach, enhance testing, prevention and harm reduction services, and strengthen support networks. The organization’s commitment to fighting stigma. Fighting for social equity, and community development are many of the reasons why he feels driven to do this work.

Samba holds a degree in Social Thought & Political Economy and a master’s in Public Affairs from the University of Massachusetts. Additionally, he serves on various local boards in Brattleboro.

Known for his compassionate approach and inspiring leadership, Samba strives to stay committed to inclusivity, transparency, and collaboration. His efforts ensure that the AIDS Project of Southern Vermont remains a vital resource and a beacon of hope for those affected by or at risk of contracting HIV/AIDS.


Sultana Khan
Director of Social Change | Mosaic Vermont

Sultana is a facilitator, educator, and writer from Vermont. She has been working with and on behalf of young people and families for two decades in various capacities–as a teacher, public health advocate, low-income summer camp and after school program director, national security correspondent, and non-profit consultant. She currently serves as the Director of Social Change at Mosaic Vermont.

Sultana specializes in assisting communities, institutions, and government agencies in understanding the critical role of mattering and belonging in public health, and how we can all work to build the communities we deserve to live in. She can most often be found slowly climbing tall mountains or splashing around in cold bodies of water with her family and very naughty beloved rescue dog.

 


Sue Minter
Executive Director | Capstone Community Action

Sue Minter is the Executive Director of Capstone Community Action, an anti-poverty non-profit dedicated to creating resilient households and advancing social, economic and environmental justice. Minter served the public sector for 20 years, as the Secretary of the Vermont Agency of Transportation (VTrans) in 2015, and as Deputy Secretary from 2011-2014. She also was the Executive Director of Special Olympics Vermont, a statewide nonprofit enriching the lives of Vermonters with intellectual disabilities through athletics.

Minter served as a State Representative in the Vermont legislature from 2004–2010, and was elected to be the Democratic candidate for Vermont Governor in 2016. During her legislative tenure, Sue was a member of the House Appropriations Committee and House Transportation Committee and was selected to be an Aspen Institute Rodel Fellow in Public Leadership (2009-11) and was designated as a 2008 Emerging Political Leader by the State Legislative Leadership Foundation.

A graduate of Harvard University (BA) and M.I.T. (MA in City Planning), Sue and her husband, David Goodman, live in Waterbury Center and have two adult children.

Communities of Practice

After lunch, from 1:30 PM – 2:30 PM, we will breakout into “communities of practice” (or affinity groups) to connect with and learn from peers in similar roles. You may join any of the following groups:   

  • Advocacy & Community Engagement, led by Emma Paradis: This one is for all you movers and shakers out there! How do we mobilize communities to advance our mission? Whether you’re managing a campaign, recruiting volunteers, or promoting a program, this conversation will focus on growing our impact through advocacy and community engagement.  
  • Communications, led by Nicole Haley and Brian DeLaBruere: Whether nonprofit communications and marketing are your expertise, or one of the many hats you wear, join this conversation if you want to talk about communicating your mission and impact. From messaging to graphic design, let’s learn from each other and share ideas to better reach our audiences.
  • Consulting, led by Sarah Henshaw: Space for consultants and others supporting the nonprofit sector to connect, build partnerships, and share best practices.  
  • Executive Directors, led by Jesse Bridges: This session is for EDs (CEOs, Presidents, Co-Leaders, etc.). Join this session to connect and share what is on your mind today – and what you would like to see from future ED Roundtables.
  • Fundraising & Development, led by Jenn Hayslett: Fundraising can be a lonely job…but not today! Connect with and learn from your peers around everything from grant writing to donor relations to current trends.  
  • Organizational Leadership, led by Amy Carmola: This space is for the nonprofit leaders who keep our organizations running, including HR, finance, operations, or other non-program leadership/management roles. Join this session to talk about everything from recruitment and retention to systems and processes.   
  • Program Staff, led by Martin Hahn: Join this session to talk about all things programming! From managing staff to project management to direct service, let’s talk about how we bring our mission to life through programs and services. 

Sponsors & Exhibitors

*Visit their exhibit table at the Summit!

Champion Sponsor

*Vermont Community Foundation

The Vermont Community Foundation is an enduring source of philanthropic support for VT. A family of more than 1,000 funds, foundations, and supporting organizations, VCF makes it easy for the people who care about VT to find and fund causes they love. VCF and its partners put more than $60 million annually to work in VT communities and beyond. The heart of its work is closing the opportunity gap—the divide that leaves too many Vermonters struggling to get ahead, no matter how hard they work. Learn more at vermontcf.org.

Advocate Sponsors

*Tuck Consulting Group

Tuck is a minority-owned project management consulting firm, specializing in helping nonprofits and small businesses deliver complex projects quickly at a fraction of the cost of other solutions. Our project managers are experts on 20+ project management tools and are recognized as one of the top 5 ClickUp consultants in North America. Our offerings include discounted rates for nonprofits and a pro bono plan for nonprofits with qualifying income. Learn more at tuckconsultinggroup.com.

United Way of Northwest Vermont

United Way of Northwest Vermont mobilizes our community to action so all can thrive. From strengthening local resilience to advancing health and financial security, we’re working towards a future where every person can reach their full potential. We bring a comprehensive approach to every challenge, actively listening and responding to local needs. We see how our community’s greatest challenges are connected and bring people and resources together to address them. We exist at the intersection of government, businesses, nonprofits and community, because that’s where change happens. Learn more at unitedwaynwvt.org

*Vermont Community Loan Fund

The Vermont Community Loan Fund is a mission-driven, community-focused alternative lender. We provide loans and other resources to local businesses, community organizations & nonprofits, early care & learning providers and developers of affordable housing who don’t qualify for a loan from a traditional lender. We develop and promote innovative capital-based solutions to issues of poverty, justice and opportunity. We’re invested in a stronger, healthier, happier Vermont. Learn more at investinvermont.org.

Ally Sponsors

*Amada Vida Solutions

At Amada Vida Solutions, we are deeply committed to enriching the healthspan and overall quality of life for individuals and our planet. Our focus is on offering unparalleled business consulting services that bridge the gap between ambition and success. We specialize in equipping our clients with cutting-edge practices, innovative tools, essential resources, and transformative ideas that propel them towards achieving their objectives. Our expertise is tailored to fostering sustainable growth and impact in various sectors, all while aligning with our core mission of promoting well-being and environmental stewardship. Learn more at amadavida.org.

*Association of Fundraising Professionals Northern New England Chapter

The Northern New England chapter of the Association of Fundraising Professionals promotes ethical, highly professional standards and education to staff, volunteers, board members and others engaged in raising philanthropic funds for non-profit organizations. Our members include fundraising professionals from Maine, New Hampshire, and Vermont. We welcome you to join us and learn how to engage your donors and support your mission! Learn more at afp-nne.org.

*Efficiency Vermont

As the nation’s first Energy Efficiency Utility, Efficiency Vermont has helped Vermont avoid over 13.2 million metric tons of greenhouse gas emissions and has received the U.S. Environmental Protection Agency’s ENERGY STAR program Partner of the Year – Sustained Excellence award for the last eight consecutive years. Efficiency Vermont works with partners to help our state transition to more affordable, low carbon energy use through education, incentives, and support for our clean energy workforce. Learn more at www.efficiencyvermont.com.

*Gallagher, Flynn & Company

Gallagher, Flynn & Company, LLP, is a fully integrated professional services firm supporting non-profits and companies throughout Vermont and beyond. Our Client Accounting Services (CAS) team delivers a full suite of expert finance and accounting services at customized and scalable levels to companies and non-profit organizations of all sizes. CAS services include finance assessments and other projects, fractional controller/CFO services, and complete finance outsourcing. Our Human Resources Consulting (HRC) team provides a full range of fractional HR services and recruiting to meet the unique needs of your organization. Gallagher, Flynn is also an Everything DiSC® Authorized Partner, and our HRC team offers DiSC® assessments and leadership training for the team. Learn more at gfc.com.

*Inner Citadel Consulting

Inner Citadel Consulting provides Emotional Intelligence and Executive Coaching, mindfulness and empathy training for leaders, and team behavioral dynamics workshops. Peter holds the ACC credential from the International Coaching Federation and is certified practitioner with Genos International, the Center for Executive Coaching, and hold certifications in other assessment systems. Learn more at innercitadelconsulting.com.

Intentional Evolution

Tabitha Moore, PhD, LMFT, (she/they) is the owner and principal consultant of Intentional Evolution, LLC. Dr. Moore works at the intersections of institutions and liberation by providing consultation, coaching, training, and structural/strategic planning support specific to identity-based equity in the workplace. With more than 27 years of experience, her work has traversed many human service fields including mental health, education, law enforcement, municipal government, and non-profit sectors. Learn more at intentional-evolution.com.

Jenn Hayslett Coaching and Consulting

Jenn Hayslett works with mission-minded individuals and organizations to support you in delivering your promise to the world. Jenn is a seasoned coach and consultant specializing in executive coaching, leadership development, strategic planning, team building, and fundraising. She is a content creator and conversation designer who facilitates meaningful and engaging meetings, workshops, courses, and retreats that are designed to move people forward through the setting of clear goals and creation of effective action plans. Learn more at jennhayslett.com.

*Lawson’s Finest Liquids

Lawson’s Finest Liquids is an independent craft brewery and certified B Corp, founded in 2008 in Warren, Vermont. We craft and deliver the finest and freshest beer possible to delight our fans and to cultivate healthy, vibrant communities. Lawson’s Finest opened our destination Brewery, Taproom and Retail store in Waitsfield in 2018 and our beer can be found in nine states across the Northeast. We are is committed to leaving the planet a better place by leading with our values, employing sustainable business practices and giving generously to benefit people and the environment. Our Social Impact Program (SIP) has donated over $2 million to more than 300 Vermont-based nonprofits in the past five years. Learn more about our company and our SIP at lawsonsfinest.com/sip.

*Leaves of Change

As a certified Women-Owned Small Business, Leaves of Change builds the capacity of humans and organizations based on their strengths and dreams. We appreciate unique strengths, tap into unlocked potential and facilitate change. We design and lead workshops. We help build revenue streams through proposal management, development planning and program design. We assess an organization’s strengths and build upon them to overcome weaknesses. Learn more at leavesofchangevt.com.

*Lund

Lund helps children thrive by empowering families to break cycles of poverty, addiction, and abuse. We meet families where they are and provide wraparound supports and integrated services across Vermont in adoption, substance use and mental health treatment, early childhood and family education, and family support. By strengthening families, Lund ensures children can grow up in safe, loving environments. Learn more at lundvt.org.

*Quick$tart

At Quick$tart, we boost our clients’ ability to achieve their goals by providing timely, relevant, and manageable accounting information, allowing them to make informed and strategic decisions about their organization. Access to this information is a powerful tool that allows all organizations to accomplish their mission more effectively.

With a deep understanding of non-profits, we appreciate the unique challenges you face. From an individualized assessment of your organization’s needs, our QB checkup service, to the creation of an accounting system that specifically addresses those needs while saving time and money, we work with you every step of the way using the most popular QuickBooks accounting products and integrated apps available. Learn more at quickstartqb.com.

*The Richards Group

The Richards Group has provided Insurance, Employee Benefits and Retirement Plan solutions to clients throughout New Hampshire and Vermont since 1867. The firm has over 160 employees in 11 locations and has earned recognition both for contributions to our local communities and as one of the best places to work in the region. The Richards Group is committed to helping employers with their workplace safety, employee retention, and wellness. We recognize that while we help employers manage the cost and complexity of their insurance and employee benefits, we use our expertise, technology, and resources for the betterment of their workforce. For more information about the firm and its capabilities, please visit therichardsgrp.com.

UVM’s Office of Engagement and Leahy Institute for Rural Partnerships

The Leahy Institute for Rural Partnerships operates alongside the Office of Engagement with the mission to provide engagement opportunities and partnerships with the University of Vermont for the benefit of our rural places. The Leahy Institute will bring financial and technical assistance, access to UVM research, faculty expertise, student projects and internships, and established UVM startup and engagement programs. Learn more at uvm.edu/ruralpartnerships.

Weston & Sampson

Weston & Sampson, with our local office in Waterbury, Vermont, is dedicated to advancing community revitalization through expert environmental consulting and engineering services. Our environmental team specializes in Brownfields redevelopment through the Vermont Brownfields Reuse and Environmental Liability Limitation Act (BRELLA) program, supporting non-profits in transforming contaminated sites into valuable assets.

With a proven track record of on-call contracts with nine of the eleven Regional Planning Commissions in Vermont and over 15 years on the State’s Master contract for environmental consultants, we are committed to delivering tailored solutions that address the unique challenges non-profits face when seizing opportunities for growth. For a free preliminary assessment or walkthrough of your next space, please contact our Reginal Manager, Steve Shaw at [email protected] or 802-882-7031. Learn more at westonandsampson.com.

*Your Part-Time Controller

YPTC assists with each of our nonprofit clients’ unique accounting and bookkeeping needs: from internal, grant, and board reporting, to forecasting, budgeting, and cash flow management, to creating financial statements and customized dashboards. We help executive directors and board members determine how effectively and efficiently their organization is accomplishing its mission and provide them with the timely, accurate information needed for data-driven fiscal decision-making. Learn more at yptc.com.

Event Sponsors

Thank you to our Champion Sponsor, the Vermont Community Foundation.

Thank you to our Advocate Sponsors:

Thank you to our Ally Sponsors:

Please contact Martin Hahn ([email protected]). Available sponsorship opportunities are attached below.