Board Leadership Institute 2018

Jan. 11 - Jun. 28, 2018

8:00 am - 11:30 am
Cal Lutheran – Oxnard Center
2201 Outlet Center Dr., Oxnard, CA 93036

Individual Members: $475
Organizational Members: No Additional Fee
Non-Members: $475

Register

Caryn Bosson

Debbie Brokaw Jackson

Debbie Brokaw Jackson has extensive experience in all aspects of nonprofit and business administration.  She served as Executive Director of a youth-serving nonprofit in Oregon for eighteen years, and is currently Vice President and Chair of the Board of Brokaw Ranch Company, a local family business.

 Since 2007, as an organizational consultant, she has been assisting nonprofits and family businesses negotiate through periods of transition. The services she provides to nonprofits include board and staff development, strategic planning, interim director services, and coaching.  Family businesses benefit from her knowledge of their unique challenges.  She works with owners and the greater family to help them manage succession from one generation to another, and ensure continued business success.  Selected clients include:

• Leavens Ranches
• Farm Bureau of Ventura County
• Oregon Boating Foundation
• City of Thousand Oaks/ Alliance for the Arts
• House Farm Workers!
• San Miguel Produce

Debbie earned her bachelor’s degree at the University of California at Davis.  She received additional training in Leadership, Effective Organizations, Facilitation, and Community Collaborations through the Ford Family Foundation.  She also completed the training and examinations required to be a Certified Myers Briggs Practitioner.

Debbie currently serves on the boards of the Santa Paula Art Museum and the Fillmore Pumpers Association. She was on the faculty of the Ventura County Community Foundation, providing instruction in organizational development and leadership.

Suzanne Elliott

Suzanne Elliott is a principal at Envision Consulting. She has been providing management consulting to nonprofit organizations and mission-driven businesses since 2013. Suzanne offers her clients knowledge gained through more than a decade working in senior management positions in the social sector and an additional five years in corporate consulting. She has a wide range of functional areas of expertise, including strategic and operational planning, resource development, corporate/nonprofit partnerships, and marketing and communications.

Suzanne earned a B.A. in public policy studies summa cum laude from Duke University and received an MBA from New York University's Stern School of Business. She serves on the Board of Directors of Girls on the Run of Los Angeles, the Nonprofit Committee of the Greater Conejo Chamber of Commerce, the Steering Committee of the Nonprofit Leadership Council of Ventura County, as well as several other volunteer, pro bono and leadership roles for organizations in California and beyond.

Doug Green

Doug Green currently divides his time between training and consulting with nonprofit leaders across the country and teaching English to seniors at a high school in Jacksonville, Florida. His consulting is informed by diverse experiences with nonprofits and organizations in times of great change. In the 1980s S&L crisis, he supported the first modern interstate banking mergers with financial analysis. He also led an AIDS services organization during the height of the HIV/AIDS epidemic, and has been a consultant to nonprofits during the Great Recession and its uneven recovery. Doug thrives on challenges (thus, the relatively new teaching role at a Title I high school). He enjoys partnering with clients on multifaceted projects that draw on his range of skills in communication, analysis, and group facilitation.

Doug is a skilled consultant, teacher, writer, financial analyst, and community-based researcher. He is an expert in large group facilitation and dialog, with a keen sense of how to move participants toward common understanding. He is also certified in the Myers-Briggs type indicator for leadership development and team building. His past clients include Ganna Walska Lotusland, Goodwill Industries International, Meals and Wheels San Francisco, the San Diego Natural History Museum, and Surfrider Foundation.

Doug has consulted independently with numerous nonprofits on California's Central Coast and served as director of the Resource Center for Nonprofit Management at the Ventura Community Foundation. He also has executive-level experience in public affairs, in both the nonprofit and public sectors. Doug has helped prepare the next generation of leaders as a professor of nonprofit studies at California Lutheran University, Pepperdine University, and Savannah State University. He has an MBA with a concentration in Finance from Southern Methodist University's Cox School of Business and a BA in English from the University of North Florida. He co-founded the Nonprofit Leadership Institute at Pepperdine University and has served as an Advisory Board member for the Center for Nonprofit Leadership at California Lutheran University.

Doug offers engaging presentations to nonprofit leaders nationally on board leadership, organizational change, and advocacy.

Rebecca "Becca" Merrell

Executive Vice President

Becca Merrell is an executive vice president for Netzel Grigsby Associates. She works with a wide variety of nonprofit organizations, among them environmental groups, health and human services, educational institutions, religious organizations, and youth services, guiding them to achieve their goals.

Becca believes that empowering nonprofit volunteers and staff with tools and knowledge will ensure long-term organizational stability. Her extensive knowledge has been valuable in creating and implementing dynamic programs to fund services, while helping donors enjoy their giving.

Becca has partnered with nonprofits in fundraising and planning to impact communities. She has secured significant dollars and exceeded goals on important fundraising campaigns. Those who have benefitted from her expertise include Arroyo Grande Community Hospital Foundation, Boys & Girls Clubs of Greater Oxnard and Port Hueneme, Casa Pacifica Center for Children and Families, Community Environmental Council, French Hospital Medical Center Foundation, Pacific Wildlife Care, Santa Barbara Botanic Garden, Santa Barbara Zoo, and Stuart C. Gildred YMCA in Santa Ynez.

Becca is an advisory board member and workshop facilitator for the Center for Nonprofit has also served as a member of the faculty of CLU’s Executive Skills for Church Leaders program. Active in the Association of Fundraising Professionals, Becca is a member of the San Luis Obispo Chapter and is a past president of the Santa Barbara/Ventura Counties Chapter, where she was selected as Fundraiser of the Year in 2008.

Becca earned her bachelor’s degree in from California State University, Northridge, graduating summa cum laude.

Steve Willmont

Steve Willmont is a senior vice president with Netzel Grigsby Associates who directs major fundraising campaigns, feasibility studies, and development planning and training activities for a wide spectrum of nonprofit organizations in Ventura, Santa Barbara, and San Luis Obispo counties.

Steve believes that strong nonprofit agencies make for a strong community, and he is committed to building strong nonprofit staff and volunteer leadership teams. Steve brings the experience of over 30 years of professional nonprofit management to his clients. He has led successful capital and fundraising campaigns, as well as volunteer and staff training, for many organizations, including Boys & Girls Club of Camarillo, Isla Vista Youth Projects, Laguna Blanca School, among others.

Prior to joining NGA, Steve served as president & CEO of California YMCA Youth & Government where he worked extensively with the California legislature to increase support for the Y’s program. Under his leadership, the program grew to over 90 YMCAs in the state, serving over 3,500 students. He has also served as executive director and program director at multiple YMCA branches. His extensive expertise as an instructor and presenter, serving as a director of training events for the YMCA of the USA and regional trainings, has led to successful training roles with the Center for Nonprofit Leadership and the Association of Fundraising Professionals.

Steve is a Certified Fund Raising Executive and a past president of the Board of Directors for the Association of Fundraising Professionals Santa Barbara/Ventura Counties Chapter. He has been an active member of Optimist International in both northern and southern California, serving as District Lt. Governor and Club President. He is a Lifetime Optimist Member and has been honored as Optimist of the Year.

Steve graduated with a Bachelor of Science degree from Occidental College in Los Angeles.