- Business Banking Services
- Specialty Finance Services
- Private Wealth Services
- Industry Expertise
Amy has more than 20 years of experience working with organizations to develop leaders and their teams. She provides strategic business planning services to clients on a variety of issues, including recruitment, organizational development, and process improvement.
Senior Human Resource Consultant
Brad has over 10 years of HR experience, including creating company policies, recruiting, designing employee benefit plans, and facilitating training. He is an experienced change management leader who sees corporate initiatives through to positive result.
Founder & CEO
Kelly Leadership Group
A dynamic executive coach, professor, three-time best-selling author, and radio host, Alonzo Kelly has gained global attention as a premier consultant and strategist. Alonzo is recognized as one the nation’s leading experts on leadership development, strategic thinking, planning, and acting which results in individual and organizational goal achievement. He has served over 1,000 individuals through personal and professional development, and delivered training to a plethora of fortune 500 companies, colleges, universities, and nonprofit organizations. Alonzo holds a bachelor’s degree, multiple master’s degrees, and is pursuing two doctorate degrees.
Founder & President
Mark Germano is an experienced executive with nearly 40 years of leading complex organizations successfully through periods of significant change at the national, state, and local levels. He has personally raised in excess of $650,000,000 in philanthropy through 25,000 successful philanthropic gift solicitations. He has worked, consulted, and/or taught in every sector of the nonprofit industry. His clients and students come from all 50 states and 23 foreign countries.
Kim has more than five years of public accounting experience, specializing in tax for nonprofits. She is responsible for the preparation and review of Form 990 as well as individual and corporate tax returns.
Big Brothers Big Sisters of North Alabama
Michelle is a northern, city (suburb) girl with small town, southern roots who has lived and worked in various places across the country. Michelle earned a BA in sociology from Western Kentucky University and an MA in criminal justice from the University of Central Oklahoma while climbing her way up the “corporate ladder,” primarily within nonprofit organizations. Of course, Big Brothers Big Sisters agencies were always her favorite.
Cindi Phallen is a fierce advocate for nonprofit leaders so they move from intention to execution and reach their goals faster. With 18 years experience as a nonprofit executive director, she’s made tons of mistakes and learned how to navigate the pain points of operating nonprofits. She provides services related to board development, fundraising, and strategic planning. Her popular book, “The Impact Triangle,” is recommended as mandatory reading, and she is a fundraising instructor in the University of San Diego’s Nonprofit Management program.
Volunteer Engagement Leader
St. Joseph Food Program
As a leader in volunteer engagement, Leah is passionate about connecting volunteers’ interests to her organization’s mission. From volunteer recruitment and placement to recognition and feedback, Leah helps volunteers see the bigger picture of their work. She recognizes volunteerism as daily acts of compassion and strives to make people aware of their inherently compassionate nature. She is happy to share tools to further cultivate compassion in our community.
Generative Local Community Institute (GLCI)
Jason Schulist currently leads Generative Local Community Institute that is connecting communities together into peer learning networks. Previously, Jason spent four years as Vice President of Continuous Improvement (CI) at Appvion, building problem-solving capability. For ten years, he led project management and CI at DTE Energy, saving over $700M. At General Motors, he started up a factory in Poland and closed deals in London. He is on the council of the POINT initiative and on the board of United Way Fox Cities.
Lacey has more than ten years of experience providing tax and accounting compliance services to a variety of clients with a concentration in serving nonprofits. Lacey’s clients include public charities, private foundations, professional organizations, and individuals.