Speakers & Facilitators

Alphabetical by last name. 

Elise Annes
Consultant | Momentum Communications
Session: Branding is Not a Bad Word 

Elise Annes is a communications, marketing, and organizational development consultant. Elise has the foundational belief that how a nonprofit communicates is critical to your organizational impact. With a passion for serving mission-driven organizations, Elise combines creativity with practical actions and results. Prior to creating Momentum, Elise worked with Yale University, Stonyfield Farm, the Olympics, and the Coca-Cola Company. More recently, Elise spent 15 years on the management team of the Vermont Land Trust, a cutting-edge conservation organization. For 15 years Elise was the co-chair for the Vermont Housing and Conservation Coalition. Elise has a BA from the University of Rochester and an MBA from Yale University. 

Andy Barker
Program Officer | Vermont Community Foundation
Session: Introduction to Vermont Community Foundation Grantmaking

Emily Boedecker
Consultant | Momentum Communications
Session: Branding is Not a Bad Word 

Emily Boedecker has more than 25 years of experience supporting and growing organizations in the US and Europe. After holding international marketing and public relations positions with Hewlett Packard and VeriFone, she shifted her focus to the nonprofit sector and worked in leadership roles with The Nature Conservancy and Local Motion. Before joining Momentum Emily served as Commissioner of Environmental Conservation for the State of Vermont, bringing her experience into the public sector. Emily was an advocate with the Sierra Club in California’s fastest growing county. Emily holds a BA in Marketing and Engineering from the University of Huddersfield, UK.  

Jesse Bridges
CEO | United Way of Northwest Vermont
Session: Resilient Finances: Cash Management Solutions for Today’s Nonprofit Challenges

Jesse's belief is that strong collaboration and building social capital in our communities can make a real difference in the quality of life for us all. He enjoys connecting donors, partners, volunteers, and staff - we make community better together.

Jesse currently serves on the board of UVM Medical Center and the Lake Champlain Chamber. Previously, he served as the Director of Parks, Recreation & Waterfront for the City of Burlington and spent the first ten years of his career with UVM Athletics. He earned a Master’s in Public Administration from the University of Vermont in 2008 where he gained a deep appreciation for organizational culture and strategy. Supporting the people who do the work as much as the work itself is his guiding value. To that end, outside of work, Jesse stays active in the outdoors with his partner Andrea hiking, kayaking, snowshoeing and traveling. His main hobby being a love for the kitchen that he also shares with his two young daughters and partner. The family motto is: “What are we going to eat and when are we going to eat it.”

Lauren Curry
Executive Director | Richard E. and Deborah L. Tarrant Foundation
Session: Trust-Based Philanthropy in Times of Change

Lauren Curry has been Executive Director of the Richard E. and Deborah L. Tarrant Foundation since 2005. After graduating from Middlebury College with a degree in political science, Curry helped lead a fast-growing community foundation in western Wyoming. Since returning to Vermont, she has been an active volunteer with numerous organizations and local projects ,and has served for nearly 10 years on a restorative justice board. Curry is co-founder of the Westford Food Shelf.   

Matthew DeGroot
Consultant | Action Circles
Session: Navigating the Vermont Budget 

Matthew DeGroot has 25 years of experience as an advocate in Vermont’s non-profit sector, focusing on issues like climate change, disability rights, and sustainable community development.  Prior to joining Action Circles, he served as Executive Director for Global Campuses Foundation, an organization that worked with adults with disabilities to offer rich educational experiences after high school; and as Asia Program Director for the Institute for Sustainable Communities, an international non-profit based in Montpelier. He has three years of experience working with the Vermont General Assembly as a lobbyist with Action Circles. When he’s not at work, Matthew can usually be found in his small fruit orchard talking with the trees and murmuring at the brambles.  When not in the orchard, he’s at his dining room table playing ludicrously complex board games with his kids. 

Julia DiFerdinando
Comedian, Writer, Educator | Second City, Vermont Comedy Club
Session: Speak Up! Public Speaking Through Improv

Julia DiFerdinando is a Vermont-born comedian, writer, and educator. With over a decade of touring and teaching experience with The Second City, she’s performed on stages from San Francisco to Beijing.

In 2018, she returned to Vermont to serve as Creative Director of Vermont Comedy Club, where she led programming and artistic development. Her short series The Coat Room, which she wrote, produced, and starred in, earned her the Best Actress award at the 2019 London Short Series Festival.
Julia is currently the Department Head of Visual & Performing Arts at South Burlington High School, where she directs student productions and inspires the next generation of performers. She continues to teach and perform comedy and music across Vermont.

For bookings, workshops, or speaking engagements, visit www.juliadiferdinando.com or follow @juliadifer for updates and contact info.

Jennifer duToit Barrett
Director of Grants | Vermont Community Foundation
Session: Trust-Based Philanthropy in Times of Change

Jennifer duToit Barrett is the Director of Grants at the Vermont Community Foundation, where she brings experience in nonprofit management and grant writing. 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.

Sheilah Evans
Manager | Your Part-Time Controller
Session: Doing More Good: Spotting Financial Risks in Nonprofits 

Sheilah M. Evans, MBA is a seasoned financial professional and Manager at Your Part-Time Controller (YPTC), bringing over three decades of experience in accounting and finance, with a deep focus on nonprofit and governmental organizations. Sheilah’s career spans public accounting, higher education, municipal finance, nonprofit healthcare, and manufacturing. At YPTC, she partners with nonprofit and government mission-driven organizations to optimize financial operations through sound accounting practices, strategic budgeting and forecasting, grant administration, system implementations, and financial reporting. Known for her ability to streamline processes and strengthen fiscal oversight, she helps nonprofits navigate complex financial challenges with clarity and confidence. Sheilah also shares her expertise as an adjunct professor of accounting and finance at the undergraduate and graduate levels at Vermont State University. 

Sarah Galbraith
Director of Development & Community Engagement | Green Mountain United Way
Session: Working Together in Fundraising & Marketing 

Sarah Galbraith has been working with nonprofits for more than 20 years, doing both program work and helping them tell their stories. Most recently, she has shifted to fundraising and marketing with Green Mountain United Way, as the Director of Development and Community Engagement, and is enjoying connecting GMUW’s mission with partners, donors, volunteers, and funders. She received her Certificate in Fundraising and Development from Common Good Vermont in 2024. In addition to her professional role, she volunteers as a leader of a local chapter of the Vermont Mountain Bike Association and as a coach for a youth mountain bike team. She enjoys being outside as much as possible, and spends time raising a child, caring for her rescue animals, and tending a vegetable garden and flock of chickens.   

Megan Grove
Associate Attorney | SRH Law 
Session: Fighting the Fight without Jeopardizing your 501(c)(3) Status: Lobbying for Nonprofits  

Megan is an associate attorney at SRH Law. Her practice focuses on nonprofit organizations, including formation and application for tax-exempt status, governance and compliance, and mergers and acquisitions. Previously, Megan worked for an environmental advocacy organization based in Montpelier and lobbied for campaign finance and election reform. She holds a J.D. from Vermont Law and Graduate School and a B.A. in Environmental Studies and Political Science from the University of Vermont. She lives in Huntington. 

Dave Gurtman
Attorney | Dinse
Session: Doing More Good: Legal Tools for Governance, Growth, and Collaboration 

Dave Gurtman’s legal practice includes specializing in representing non-profit organizations. He helps these entities achieve their missions while maintaining compliance with state and federal laws and regulations. 

Dave is particularly skilled in assisting non-profits with corporate governance matters, ensuring that boards of directors operate in accordance with best practices and legal standards.  

In the realm of tax compliance, Dave offers advice on navigating the complex landscape of non-profit tax laws, including tax-exempt status, unrelated business income tax (UBIT), and reporting requirements. He works closely with clients to ensure that they meet all IRS regulations, minimizing the risk of penalties and audits. 

A strong advocate for charitable giving, Dave also helps individuals and foundations structure their philanthropic initiatives in ways that maximize impact while optimizing tax benefits. Whether advising on donor-advised funds, trusts, or direct giving strategies, he is passionate about helping clients create lasting change through thoughtful and effective giving. 

Dave has been in practice for 20 years in Vermont and is a graduate of Middlebury College and Lewis & Clark Law School. His commitment to advancing the public good extends beyond his professional practice. He is an active volunteer and board member for several charitable organizations, further deepening his connection to the non-profit sector and its challenges.

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.

Dr. Mel Houser
Executive Director | All Brains Belong
Session: Designing for Difference: Neuroinclusive Hiring & Onboarding 

Dr. Mel Houser (she/they) is a family physician, and  Founder and Executive Director of All Brains Belong VT, a nonprofit 501(c)(3) organization with a mission to support the health and belonging of people with all types of brains. All Brains Belong has pioneered an innovative model that integrates medical care with social connection, employment support, and community education. Dr. Houser provides neurodiversity training to organizations around the country about how to create workplace environments where all employees can get their needs met and thrive. 

Susan C. Loynd
Strategic HR Business Advisor | The Richard’s Group
Session: Building Resilient Teams: Rising Together 

Susan Loynd is a seasoned human resource professional with over 25 years of experience in HR and operations management, with a strong focus on mental health and employee well-being. Currently serving as a Strategic HR Business Advisor at The Richards Group, she provides comprehensive HR consulting services, including, leadership development, operational support, organizational assessments, and training and development, particularly in fostering positive workplace cultures, team building and developing supervisory skills. 

Previously, Susan held the role of Director of Administration & Human Resources at Washington County Mental Health Services, where she managed HR services for an organization of over 700 employees. Her tenure in the mental health field exposed her to the realities of burnout and compassion fatigue. which has informed her advocacy for resilient, supportive workplaces.  

Dan Lyons
Managing Director, HR Services | The Richards Group
Session: Building Resilient Teams: Rising Together 

With over 25 years of award-winning Human Resources experience, Dan Lyons is a seasoned HR leader with a proven track record of delivering impactful solutions. At The Richards Group, Dan leads and scales the firm’s HR Consulting Services, leveraging his extensive background to support clients across industries. 

Before joining The Richards Group, Dan founded and ran his own successful practice, Dan Lyons HR Consulting, LLC. He also served as Managing Director of Gallagher, Flynn & Company’s HR Consulting, where he expanded the practice to become the firm’s largest in both team size and revenue. Prior to relocating back to Vermont in 2019, Dan held executive HR roles at Boston-based companies, followed by a key leadership position at Amazon in Seattle. At Amazon, he was the Senior Human Resources Business Partner for the Amazon Prime, Lifecycle Engagement, and Mass Advertising teams, supporting over 1,500 employees globally. 

Dan’s expertise spans fractional HR leadership, employee engagement, recruiting, compensation, and crafting unique HR strategies for both for-profit and non-profit organizations. His passion lies in creating tailored, people-focused solutions that drive organizational success. Dan holds a B.S. in Business Management from Texas State University, is a certified Senior Professional in Human Resources (SPHR), and is a proud military veteran who served in the U.S. Air Force.  

Sandra Magri
Director | Your Part-Time Controller
Session: Spotting Financial Risks in Nonprofits: A Guide to Red Flags and Best Practices

Sandra Magri is a Director at YPTC, bringing over 20 years of experience working with nonprofit organizations. She first joined YPTC in 2015 as an Associate in New York. Driven by her strong connection to her New England roots, Sandra relocated to Massachusetts in 2016, temporarily leaving YPTC. When the opportunity arose to help establish YPTC’s New England presence in 2021, Sandra eagerly rejoined the team, reaffirming her commitment to the organization’s mission and values. Throughout her career, Sandra has served nonprofits as an auditor, controller, and dedicated volunteer. She is passionate about leveraging her expertise to strengthen nonprofit organizations, enabling them to expand their mission and maximize their impact in the communities they serve.
Sandra is a seasoned speaker who has delivered presentations at many events and conferences on topics ranging from Managing Federal Grants and Budgeting, Anti-Fraud Strategies, Understanding Overhead, Scenario Planning, and more, demonstrating her depth of expertise and dedication to empowering nonprofit organizations.
In her free time, Sandra enjoys spending quality moments with her family in their Western Massachusetts community. Sandra is a licensed CPA in Massachusetts and holds a Bachelor of Science degree from Merrimack College.

Meghan Masterson
Executive Director | KidSafe Collaboarative
Session: Collaboration Beyond Buzzwords: Building Authentic, Multi-Sector Partnerships that Work 

Meghan Masterson (she/her) is the Executive Director of KidSafe Collaborative, a nonprofit that convenes and supports a network of community partners to prevent and address child abuse and neglect in Chittenden County, Vermont. She joined KidSafe in 2021, bringing over 15 years of experience working with children, families, and cross-sector systems of care. 

Meghan began her career in 2008 in a small public school in New Hampshire, where she supported children and caregivers during the critical early years of development. A Board Certified Behavior Analyst, she has worked across home, school, and community settings to promote child well-being, with a strong belief that every child deserves to be loved, supported, and celebrated for who they are. 

Her professional journey—from early intervention to nonprofit leadership—has been shaped by both lived and professional experiences, grounding her deep commitment to building safe, stable, and nurturing environments for children and families. 

Meghan holds a bachelor's degree from the University of New Hampshire and a master’s degree from Ball State University. 

Ken Miller
President | Denali FSP Fundraising Consultants
Session: Breaking Barriers, Building Futures: Empowering Nonprofit Professionals through Mentorship, Coaching, and Workplace Sponsorship

Ken Miller, CFRE is a  dynamic trainer, speaker, author and consultant. As the president of Denali FSP Fundraising & Grant Consultants, he leads transformative fundraising strategies, empowering nonprofits across all sectors. Ken's workshops, such as  "Making the Ask with Confidence" and "Digital/Online & Social Media for Fundraising Success," are tailored to deliver practical, actionable insights for fundraising professionals. Recognized for his dynamic speaking style, he engages audiences with his deep knowledge of fundraising best practices, major donor relations, and nonprofit leadership, ensuring participants leave equipped for impactful outcomes. 

In addition to his role as a consultant, Ken is an AFP Faculty Trainer and is a former AFP Global Board Member (AFP), African-American Development Officers (AADO) Board Member and the co-founder of Men of Color in Development (MOCID). Ken is  dedicated mentor to young professionals, bringing a personal commitment to education and empowerment. Known for his commitment to nonprofit excellence and ethical standards, Ken combines his love for teaching, mentorship, and community impact into every speaking and teaching engagement, leaving a lasting impression on all who attend.

Alex Morgan
IT Professional Services Practice Lead | Tuck Consulting Group 
Session: Prompt-athon: Build a Dynamic Library of Reusable AI Prompts 

Alex Morgan is the IT Professional Services Practice Lead at Tuck Consulting Group, where he first joined in 2021 as a pro bono consultant for local nonprofits. Based in Burlington, Vermont, Alex brings strategic insight and strong client relationships to his work. He is a certified ClickUp Expert and holds certifications in HubSpot’s Content Management System and Marketing Hub. Outside of work, Alex enjoys live music, NBA basketball, and critiquing TV shows with his daughter. 

John Mullett
Executive Director | National Life Group Foundation
Session: Trust-Based Philanthropy in Times of Change

John Mullett is the Executive Director of the National Life Group Foundation. With a background in building community around brands and large event management, John brings a fresh perspective on the Foundation’s charitable giving. As a native Vermonter, this state means an incredible amount to him.

Amity Ollis
Captain | Lifeboat Accounting, LLC 
Session: Doing More Good: Legal Tools for Governance, Growth, and Collaboration 

Amity is a licensed CPA in New Hampshire and Vermont. She has reported to boards, served on boards, audited nonprofits in public accounting, and been audited as a Finance Director. She has published books, written online courses, and has been a guest speaker at colleges, economic development associations, and various programs. She was the tax manager at one of the largest non-profit groups in New England ensuring non-profit compliance for dozens of entities. Her work has been presented at big 4 accounting firm national conferences as case studies. She also holds an EMBA in Strategic Leadership and the AICPA Nonprofit Certificate. Her firm, Lifeboat Accounting, provides services exclusively to nonprofit organizations. Lifeboat Accounting provides accounting and 990 tax services, staff training, strategic planning, consulting, and board education.  

Andy Robinson
Consultant | Andy Robinson Consulting
Session: Beyond the 501(c)(3): Thinking differently about governance, nonprofit structure, and social change 

Andy Robinson (andyrobinsononline.com) provides training and consulting for nonprofits, businesses, and government agencies. Over the past 30 years, Andy has worked with clients in 47 US states and across Canada.

Since 2020, he has designed and facilitated more than 200 online meetings, webinars, and remote workshops covering a variety of topics, including fundraising, board development, marketing, leadership development, facilitation, planning, change management, alternatives to the 501(c)(3), and train-the-trainer programs.

Andy is the author of six books, including Train Your Board (and Everyone Else) to Raise Money, trainyourboard.com.  His latest is What Every Board Member Needs to Know, Do, and Avoid. He lives in Plainfield, Vermont. 

Jess Schmidt
Director of Strategic Initiatives | Vermont Community Foundation
Session: Trust-Based Philanthropy in Times of Change

Jess Schmidt is the Director of Strategic Initiatives at the Vermont Community Foundation. In this role, Jess works with the Community Impact Team to steward VCF’s discretionary grant making to support vital and resilient Vermont communities. Prior to working for VCF, she held various roles at VT nonprofits, supporting sustainable food systems, local agriculture, small business development, social services, and criminal justice reform.

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

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.

Rachel Seelig
Of Counsel Attorney | SRH Law 
Session: Fighting the Fight without Jeopardizing your 501(c)(3) Status: Lobbying for Nonprofits  

Rachel joined SRH Law in May 2024, assisting clients in litigation, regulatory, and transactional matters. She provides general counsel to nonprofit and government organizations, advising on a variety of legal issues including employment, land use and zoning, and compliance with state and federal regulatory obligations. Rachel has been a lobbyist in the nonprofit sector, and advises nonprofit clients on state lobbying compliance. Previously, she spent 12 years at Vermont Legal Aid specializing in disability law, administrative appeals, and policy advocacy. She is a committed advocate for affordable housing, disability rights, and youth transitioning to adulthood. Before practicing law, Rachel worked for Senator Peter Welch, served in AmeriCorps, and organized political campaigns. She earned her J.D. from Brooklyn Law School and her B.A. from Wheaton College (Massachusetts). Rachel lives in Calais, Vermont. 

Rachel Siegel
Founder | Toward Liberation
Session: Class and Classism 

Rachel Siegel (she) is a white, queer, Ashkenazi mom, artist, activist, organizer and educator on unceded Abenaki land in Burlington, VT.  She was the ED of Peace & Justice Center and a Burlington City Councilor before founding Toward Liberation. She co-founded Vermont Access to Reproductive Freedom and ONE Mutual Aid, volunteers with Haymarket People’s Fund and Center City Little League. An anti-racist, anti-diet culture, intersectional feminist, Rachel brings her work forward from a place of compassion, hope and curiosity. Her advisory team, Zoraya Hightower, Sherwood Smith and Ita Meno, support her program development and accountability. Hiking, gardening, spiritual practice and dancing ground Rachel and provide joy! Her political education comes from Catalyst Collective, Comrades Education, self-study and People’s Institute for Survival & Beyond. She learns and grows with the work of adrienne maree brown, Sonya Renee Taylor, Prentiss Hemphill, Tema Okun & Sarah Faith Gottesdiener.

Lindsay Simpson
Director of Well-being | The Richards Group
Session: Building Resilient Teams: Rising Together 

Lindsay is an all-around wellness champion—at the individual and system levels. She is responsible for the planning, development, implementation, and evaluation of employee well-being initiatives for both Richards Group clients and for internal staff. She works from a research-based, holistic perspective; respecting that every group and every individual has unique strengths and passions that interact with family, workplace, and community cultures. Lindsay has an M.P.H. from UNC Chapel Hill, a health coaching certificate from Wellcoaches, and a B.A. from Middlebury College. Lindsay also enjoys volunteering for Girls on the Run Vermont. 

Steph Steeves
Operations Manager | Steps to End Domestic Violence
Session: More Than a Plan: Trauma Informed Leadership 

Steph Steeves has been working at Steps to End Domestic Violence since 2022. In her role as Education and Outreach Coordinator, she brings violence prevention workshops and trainings to schools, businesses, and community organizations. She is also a trauma informed yoga teacher and support group facilitator. Before transitioning to social services, Steph spent over a decade in Human Resources and operations management roles in numerous industries. 

Nick Takamine
Founder | Syntelos
Session: More Than a Plan: A Fresh Approach to Nonprofit Strategy 

Nick Takamine is working to make strategy a more effective tool for social justice organizations. Through his consulting and writing, he promotes an approach to strategy that connects bold visions for a more just world with the practical realities of nonprofit management. Nick brings more than 20 years of study and practice in the craft of strategy across both the private and nonprofit sectors. He holds an MBA from the Kellogg School of Management. Connect with him at linkedin.com/in/ntakamine.

Alex Tuck
Founder, Managing Principal | Tuck Consulting Group 
Session: Prompt-athon: Build a Dynamic Library of Reusable AI Prompts 

Alex Tuck is the founder and managing principal of Tuck Consulting Group, a remote-first project management consulting firm for small businesses. Under his leadership, the firm has seen 15x growth in two years, earning recognition on the Inc. 5000 and Forbes Next 1000 lists. Based on a farm in Vermont, Alex balances work with nonprofit leadership, mountain running, and time with his wife and four children. 

Annie Valentine
Founder | Annie Valentine Mental Health Training and Consulting
Session: De-escalation Strategies: Finding and Using Your Anchor 

Annie identifies as a white, cis-gender woman and a first-generation college student. A sister, daughter, and mother, she is a Maine native but Vermonter since attending St Micheal’s College. Living a life of recovery, she embraces both reclaiming and discovering—some days thriving, other days simply surviving. 

Annie founded and operates Annie Valentine Consulting and is a leading mental health and eating disorder educator, trainer and coach.  She has extensive experience in areas of suicide prevention, eating disorders, bystander intervention, de-escalation strategies and overall mental health literacy. 

Bold, passionate, and deeply dedicated, she brings over 20 years of experience guiding and leading individuals, families, and organizations. Both personally and professionally, her work has centered on building relationships, exploring identity and culture, and deepening her understanding of mental health, mental illness, health equity, and trauma-informed care. She is a fierce advocate and educator for equity, justice, dignity, and for amplifying voices too often unheard. With each moment, she believes there is an opportunity to learn and grow. 

Becky Walsh
CFP | Oak Maple Finance, LLC 
Session: When Everything Feels Uncertain: A Framework for Choosing Anyway 

A native of Oak Park, Illinois, Oak Maple Founder Becky Walsh has been a happy Vermont transplant since 2006. Her love of both places and their signature trees inspired the name Oak Maple: a combination of strength and endurance, and beauty that can be found even in change... 

Becky has always loved a challenge. As a child, she enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding her own financial firm, with the goal of raising others while building a business, reflects Becky’s entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, Becky carries on a family tradition of service oriented entrepreneurship, working with and supporting causes close to her heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. 

Becky’s background as a classically trained musician informs her financial planning approach. Her academic research and analysis skills transfer from notes and music theory to business leadership and financial planning. Whether serving clients, serving on boards, or playing piano, Becky brings joy, creativity and a healing energy to her work. 

Victoria Westgate
Partner | SRH Law 
Session: Fighting the Fight without Jeopardizing your 501(c)(3) Status: Lobbying for Nonprofits  

Vic is a parter at SRH Law and helps lead the firm’s nonprofit practice, assisting organizations with formation, governance and compliance questions, as well as seeking tax-exemption from the IRS and registration of charitable co-venture arrangements.  Other areas of Vic’s regulatory legal practice include renewable energy permitting and compliance, and advertising and marketing law.  Vic attended Vermont Law School, the London School of Economics, and Bates College for her education and currently lives in Burlington with her young family.    

Keynote Address & Lunch Panel

Keynote Address: Tom Bodett

A lifelong carpenter and woodworker, in addition to his successful 40-year career in publishing and broadcasting (including being a frequent guest on NPR’s “Wait Wait…Don’t Tell Me!”), Tom Bodett devotes himself to serving the rural communities where he lives. He is co-founder of HatchSpace in Brattleboro, a nonprofit that is a leader in the movement for rural renewal through woodworking.

About Tom Bodett
Co-Founder, Board President | HatchSpace
Session: Keynote Speaker 

A lifelong carpenter and woodworker in addition to his successful 40-year career in publishing and broadcasting, Tom Bodett devotes himself to serving the rural communities where he lives and has always lived. With half of his adult life spent in Alaska and the other half in Vermont, Bodett has lived to appreciate the beauty and the bounty of our natural landscape and the indomitable spirit of the communities that occupy it.

Tom is a regular panelist on NPR’s satirical weekend news quiz Wait, Wait…Don’t Tell Me, and a regular performer for The Moth storytelling series. He is the author of 7 books and numerous audio publications and his work has appeared in a wide variety of national newspapers and periodicals. Bodett has been heard on Saturday Night Live, National Geographic Explorer and several of the Ken Burns documentaries.

He is also the co-founder of HatchSpace in Brattleboro, a nonprofit that is a leader in the movement for rural renewal through woodworking.

Through hands-on effort and philanthropy Tom and his wife Rita work to leave these places better than they found them and have learned when to leave well enough alone. He lives with his family in a house on a hill in Dummerston, Vermont.

Learn more about Tom Bodett: https://bodett.com/

Lunch Panel: Beyond the Ladder: Rethinking Career Growth

Not everyone wants to climb to the top of the org chart—and that’s not a limitation, it’s a choice worth honoring. This session invites us to rethink career growth beyond titles and upward motion, focusing instead on the people at the center of organizational life. From deep experts to bridge-builders, we’ll explore how to support fulfilling, impactful careers for those who grow in place, expand sideways, or lead quietly from within. The panel will be moderated by Sharon Lifschutz, Director of Development & Communications at Lund. Panelists TBA!

Moderator: Sharon Lifschutz

Director of Development & Communications, Lund

Sharon Lifschutz serves as the Director of Development & Communications at Lund, where she leads the agency’s fundraising strategy and external communications. As a passionate ambassador for Lund’s mission, Sharon oversees individual, foundation, and corporate giving, while also ensuring the organization’s story is told with clarity, impact, and heart. She is committed to strengthening relationships with longtime supporters and forging new partnerships that advance Lund’s vision for children and families across Vermont.

She joined Lund in 2020 after nearly a decade at UVM Hillel, where she served many roles, including Associate Director. Sharon holds a Liberal Arts degree from Penn State and a Master’s in Educational Leadership from UVM. She lives in Essex with her husband, two sons, and their dog, and remains deeply engaged in the local community as Vice President of Operations at Temple Sinai and a board member of Leadership Champlain.

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 $70 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 Sponsor

Key Bank 

Key is one of the nation's largest bank-based financial services companies, providing deposit, lending, cash management, and investment services to individuals and businesses in 15 states through a network of approximately 1,000 branches and 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. Learn more at key.com.

Leader Sponsors

Conversation Compass

Conversation Compass is an education and leadership consultancy offering keynote speaking, facilitation, and training to foster inclusive dialogue and transformative growth. We partner with individuals, schools, and organizations to build capacity through customized coaching and strategic support that centers equity, clarity, and collaboration. Learn more at conversationcompass.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. 

Mascoma Bank 

Mascoma Bank was founded in 1899 by community members seeking ways to establish a healthy local economy. For over 125 years, Mascoma Bank’s foundation of mutuality has continued to be a force for positive change supporting communities to reach thriving sustainability. Ask us about our Nonprofit Package which provides a streamlined, cost-effective banking solution designed specifically for nonprofit organizations- letting you focus on your mission. Learn more at mascoma.bank.

Rose Computer Technology Services

Rose Computer Technology Services is a leading Cyber Security and IT Management firm with over 28 years of experience serving businesses and nonprofit organizations across Vermont. We are recognized for our expertise in supporting 501c3 corporations by streamlining technology operations, enhancing cyber resilience, and maximizing budget efficiency.

With references from both large and small nonprofit clients, Rose Computer Technology Services stands as the premier choice for technology management and cybersecurity solutions. Our team values the opportunity to partner with nonprofit organizations, finding great purpose in supporting those who positively impact our local communities. We are deeply committed to community service, as evidenced by being the sole Vermont recipient of the Citizens Bank Community Champion Award.

Our firm is an authority in Cyber Security and is proud to be the only Vermont organization certified by Comptia (now GTIA) for Cyber Security. We invite you to visit our booth to discuss how we can assist your nonprofit with comprehensive technology solutions. Learn more at rosects.com/non-profit.

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

Ally Sponsors

Abry & Daniels 

Alison Abry: Alison Abry, CPA/CFO, works with organizations to improve efficiency & technology in their accounting department and assists non-profits with creating an accounting system that quickly produces grant reporting information. Learn more at alisonabry.com.

Heather Daniels: Heather Daniels is a Fractional CTO & Business Strategist helping organizations align tech with business strategy. Not sure what a CTO does? Stop by her booth—Heather can show you how smart systems save time and money so your mission runs smoother. Learn more at adazaiconsulting.com.

Alchemist Foundation 

The Alchemist Foundation is focused on expanding educational & economic opportunity for youth in and around Lamoille County Vermont . Learn more at alchemistopportunityfund.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.

Better Business Bureau

Better Business Bureau is a nonprofit public service organization which, for over 100 years, has helped people make smarter decisions and has evolved to meet fast changing marketplace needs. With a mission to be a leader in advancing marketplace trust, BBB encourages and supports best practices by engaging with and educating consumers and businesses. Learn more at bbb.org.

CCTV Center for Media & Democracy

CCTV Productions is the award winning video production unit of CCTV's Center for Media & Democracy located in Burlington, Vermont. From event coverage and live streaming to public service announcement videos, we produce media that educates, animates, and inspires people to get involved with your cause. 

Past clients include nonprofit organizations, community projects, public agencies, and businesses that understand the impact of inventive, high-quality video services within your budget. Learn more at cctv.org.

Chittenden Solid Waste District

The Chittenden Solid Waste District (CSWD) is a municipal district created by the member towns and cities of Chittenden County. In addition to operating local Drop-Off Centers, the Environmental Depot, Organics Recycling Facility, and Materials Recycling Facility, CSWD offers free services to help businesses and non-profits reduce waste. From onsite waste audits and technical support to team-building tours, CSWD is here to help. Learn more at cswd.net.

Clear Spot

Clear Spot offers caring, nimble, and affordable communications for mission-driven organizations. Our clients make our communities stronger and our world better.

If you seek a trusted partner to advance your mission through creative storytelling, we deliver timely, relevant, and effective communications with compassion and curiosity. Learn more at at ClearSpotVT.com.

Dinse Law

Dinse is a law firm based in Burlington, VT, serving businesses, institutions and individuals. Our attorneys’ exemplary work is driven by a core set of values that place a premium on integrity, respect, and compassion in our relationships and our work. This dedication to superior legal service sets us apart from other law firms because it extends beyond rhetoric and informs our actions in real life, measurably impacting each client’s experience. For more information, visit dinse.com.

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.

Gade Associates

HatchSpace

HatchSpace is a private, nonprofit woodworking school and community workshop in downtown Brattleboro, Vermont with the mission to provide access to the tools and training that help people develop creative confidence and build the things they love, including careers in the trades and crafts. Since its founding in 2019, HatchSpace has enrolled more than 1,400 students and continues to support a growing members’ community of over 150 people at our 10,000 square foot facility in the heart of Brattleboro, VT. HatchSpace serves as a growing platform for the call for the return of industrial arts training to our rural communities, and for expanding Vermont’s strong tradition of craft and forestry product innovations to new audiences. For more information, visit www.hatchspace.org.

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. 

LaPlante Consulting 

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 VT

Leaves of Change VT (LOCVT) is a collaborative of professionals strengthening the capacity of nonprofits to achieve their missions.  LOCVT partners with small and medium sized nonprofits undergoing growth, change, or reinvigoration, rethinking how relationships, skills, and lived experience come together in mission-based organizations. Our collaborators mentor and support up-and-coming nonprofit professionals through junior consultancies, internships, and event sponsorships. Over the past 8 years, we’ve strengthened the capacity of over 3 dozen small to medium sized nonprofits across the NE US and partnered with over 20 international nonprofits based in the US. We’ve supported the creation and development of close to a dozen collaboratives and/or networks of grassroots nonprofits to respond to COVID, flooding, and for collective impact. Learn more at leavesofchangevt.com.

Lifeboat Accounting

Lifeboat Accounting is a Nonprofit exclusive Accounting Firm that helps organizations stay afloat by offering 990 Tax preparation, CFO and accounting services, board training and strategic compasses, accounting staff training and coaching, financial system setup and evaluations, and on-call assistance. Learn more at lifeboataccounting.com.

Lund

Lund strengthens families so that children can thrive. We meet families where they are, offering wraparound supports and integrated services across Vermont—including adoption, clinical treatment, and parent child center services. By strengthening families, Lund ensures children can grow up in safe, loving environments. Learn more at lundvt.org.

SRH Law

At SRH Law we’re focused on making a difference with our practice. We work with clients — including businesses, nonprofits, cooperatives, government entities, and individuals — who share our commitment to making a difference in their communities and the broader world. We take our inspiration from our clients’ good work and help them excel in their business or mission by resolving their legal issues with creativity and integrity. At SRH Law, our top priority is doing excellent work for our clients, supporting the positive impact they have in our communities. Learn more at srhlaw.com.

SeaComm Federal Credit Union 

SeaComm Federal Credit Union serves the financial and lending needs of more than 55,000 members with nine branches located throughout the North Country and Vermont, from Watertown, NY to South Burlington, VT.  Founded in 1963 with headquarters in Massena, NY, SeaComm has a current asset size exceeding $780 million, and remains dedicated to giving back to the communities it serves. Learn more at seacomm.org.

The Bee App

In every community, there are people who care deeply—but too often, outdated systems get in the way. Volunteering can feel. Organizing is exhausting. And knowing where to start is almost impossible. Bee is a new app—built by a Vermont nonprofit tech startup—that connects people to positive, real-world actions happening in their communities. From farmers markets and neighborhood cleanups to local history talks and clothing swaps, Bee makes it easy to show up, get involved, and make a difference today—without getting overwhelmed. Learn more at joinbee.app.

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. 

Tiny Seed Project

Tiny Seed Project is a nonprofit resource hub with best practices and shared services. 

We empower community projects that conserve the environment, encourage creativity, and strengthen communities. We do this through our nonprofit status and by providing exceptional administrative support. Our model is grounded in trust, shared decision-making, and the belief that lasting change starts with local people leading solutions that are culturally and ecologically relevant. Based in Vermont, Tiny Seed currently sponsors over twenty projects across New England and is accepting applications for 2025. 

We’re honored to support this growing ecosystem of changemakers, and we’re always looking to connect with others who share our vision. Learn more at tinyseedproject.org. 

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. 

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.

VELCO 

VELCO manages the safe, reliable, cost-effective transmission of electric power throughout Vermont and as a part of the integrated New England regional network. This requires us to maintain our existing system including our facilities and more than 13,000 acres of rights-of-way; to plan for the future needs of Vermont and New England electric customers; and to construct upgrades when needed for system reliability or growth. In addition, we constantly seek ways that innovative solutions and technology can make us more affordable, effective, and more efficient at being a trusted partner in grid solutions. Learn more at velco.com.

Vermont Professionals of Color Network 

VT PoC is a designated 501c3 nonprofit organization that works to advance the social and economic prosperity of the Black, Indigenous, and People of Color (BIPOC) community in Vermont.

According to the 2020 U.S. Census, over 65,000 BIPOC individuals now call Vermont home, an increase of 112% over the previous decade. This significant growth reflects a rising draw to the state, which remains one of the oldest and whitest in the nation. As our demographics shift, it is essential that Vermonters come together to reexamine existing systems and structures to ensure they are equitable, inclusive, and reflective of our evolving community. VT PoC believes that systems supporting communities of color benefit the entire state.

Join us in shaping a vibrant Vermont where BIPOC individuals are socially connected, economically secure, and equally represented across all sectors of society. Learn more at vtpoc.net.

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.