Erin Barnes. Co-Founder and Executive Director, ioby.

The Rockefeller Foundation awarded Erin Barnes and her co-founders at ioby the 2012 Jane Jacobs Medal for New Technology and Innovation.

Erin met her co-founders while studying water economics and hydrogeomorphology in graduate school at the Yale University School of Forestry and Environmental studies. Before ioby, Erin Barnes was an environmental editor at Men’s Journal magazine, freelance environmental writer, and contributor to Al Gore’s book Our Choice. She conducted field research on socio-economic values of water in Nicaragua and the Amazon, and worked as a community organizer at the Save Our Wild Salmon Coalition. She has a B.A. in English and American Studies from the University of Virginia and an M.E.M from Yale University. Erin lives in Brooklyn and serves on the Board of the Manhattan Land Trust, the Steering Committee for EPIP-NYC, and as an advisor to ArtBridge, Charity Sub, Shared Squared, and the Social Innovators Collective.


Josh Braunstein. Water Projects Director, Water Collective.

Josh has worked on several water and housing projects in Africa and Vietnam since he was 15, and has been a leading fundraiser for large environmental non-profit organizations.

He founded Sustainable U and raised necessary funds to bring AASHE and Talloires Declaration to the University of Miami. After several years in the field, Josh garnered the successes and faults of water solutions in the developing world and integrated the most impactful models into Water Collective.



Asi Burak. President, Games for Change.

Asi Burak is an award-winning game creator, tech executive and social entrepreneur. He is Co-President of Games for Change (G4C), a non profit with the mission to catalyze social impact through digital games.

He serves as the spokesperson for the organization and the sector. Major funders include: the Ford Foundation, USAID, the World Bank, the United Nations Foundation, NEA and the Packard Foundation.

As the Executive Producer of the “Half the Sky Movement” games, he orchestrated partnerships with Zynga, Frima Studio, some of the world’s leading NGOs and Pulitzer-Prize winning authors Nicholas Kristof and Sheryl WuDunn. As of July 2013, the Facebook game has reached 980,000 players and raised $400,000 in sponsored and individual contributions.

Prior to G4C, Asi co-founded Impact Games, the creators of the internationally acclaimed “PeaceMaker” and “Play the News” gaming platforms (acquired 2010). He also served as a consultant to organizations such as EON Productions (007), Newsweek and McCann Erickson, around the strategic use of games to further brand engagement.

He is often interviewed by international and national media, and has been invited to speak at conferences and institutions including TED Talks, Harvard Kennedy School, the Sundance Film Festival, the Skoll World Forum, CES, SXSW, GDC, and the US Army War College. A native of Israel, Asi was VP of Marketing and Product at Axis Mobile (acquired 2008), where he introduced pioneering mobile games to a worldwide market.

He is a faculty member at the School of Visual Arts’ MFA in Design for Social Innovation, and holds a Master of Entertainment Technology from Carnegie Mellon University.


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Gregory Cohen. Senior Associate, Cause Effective.

Gregory Cohen joined Cause Effective in 2006 and has provided training and coaching on fundraising and governance to the boards and staffs of hundreds of nonprofits.

For over 30 years, he has worked with a range of nonprofits including establishing six start-ups. Before joining Cause Effective, Greg was managing a collaboration of global health organizations which were seeking a shared outcome management system. He also advised a trade association of development and relief NGO managers as well as several youth development organizations. Greg founded and ran Comprehensive Development, Inc. a nonprofit associated with Manhattan Comprehensive Night & Day High School, for 11 years. CDI, which has been featured on PBS and the front page of the New York Times, provides supports to 800 students a year, using over 100 volunteers with a budget of $2.1 million and a staff of 20. Previously, Greg ran the housing development program at the New York Urban Coalition.

Greg is a certified trainer in nonprofit ethics with the Institute for Global Ethics and has served as a facilitator at retreats of senior IBM executives. For the past decade he has been a guest instructor on “Fundraising For New Nonprofit Ventures” at NYU’s Wagner School. Greg has also been a consultant on community development to Seedco and the Community Service Society. He is a Vice Chair of the Nonprofit Coordinating Committee of NY. He was a participant in Coro’s Leadership NY II and holds a BA from Union College. He is the father of two daughters and lives with his wife in Brooklyn.



Matthew DiLauri. Managing Director, People and Systems.

As the Managing Director of Nonprofit People & Systems, Matthew DiLauri is a certified Professional in Human Resources (PHR) and brings more than a decade of experience building, managing and improving nonprofit recruitment operations.

His demonstrated track record of success lies in the 3000+ successful nonprofit temporary and direct-hire placements he has completed or managed while serving as the VP of Recruitment in a heavy nonprofit hiring environment. Matthew’s extensive experience with placements range from entry to executive level in all functions including finance, administration, marketing, fundraising, programs, PR, HR and IT. Matthew oversees and is directly involved in all searches conducted by Nonprofit People & Systems where search volume is managed to ensure the highest quality results and outstanding customer service.



Shana Dressler. Founder, Social Innovators Collective.

Shana Dressler is the founder of the Social Innovators Collective. The organization’s mission is to train and nurture the next wave of social change leaders so that they can demonstrate both measurable impact and achieve financially sustainability.

In addition to producing workshops on social enterprise and nonprofit business development at General Assembly, New York’s premiere center for entrepreneurship, Shana has designed and facilitated workshops and classes for Harvard’s Social Enterprise Conference, Columbia and New York University’s Social Enterprise Boot Camp, School of Visual Art’s !mpact Design for Social Change, and A Better World By Design. She has also produced panels and events for New York University’s Center of Global Affairs, Social Media Week and Internet Week New York.

In January 2013 Shana launched Social Good Startup: Idea To Launch, an eight-week workshop that provides changemakers with a strong foundation to build a first-class social venture or project. She is also the creator and editor of The Social Good Guides, a series of 20+ essential small business guides created to support startup social entrepreneurs, nonprofit founders and changemakers working on social impact projects.

Prior to the Social Innovators Collective, Shana founded the Global Giving Circle, a nonprofit organization that created opportunities for people of all income levels to support hybrid grassroots social enterprise and philanthropic initiatives focused on poverty alleviation. In 2012 she became a member of the International Academy of Digital Arts and Sciences and a judge for The Webby Awards in the social good category. Shana is an internationally exhibited photographer, loves all things chocolate and makes her way around New York on a vintage Vespa. You can follow her @sic_org and @shanadressler.


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Samantha Elghanayan. Fellow, CleanStar Ventures.

Samantha Elghanayan is a Fellow at CleanStar Ventures, a venture development partnership that harnesses business and technology innovation in frontier markets.

In this role, she analyses market opportunities and designs business models that seek to address challenges in developing countries.

Sam grew her knowledge of macroeconomics and finance trading foreign exchange and interest rate products as an analyst at Citi in the midst of the financial crisis. She then switched gears to work on her own technology business and immerse herself in the tech startup scene in New York. Sam continued working with startups at venture capital firm, FirstMark Capital, where she researched data and analytics startups.

Sam just returned from Sierra Leone, where she spent a year managing the implementation, monitoring and evaluation of MIT’s Jameel Poverty Action Lab’s New Rice for Africa Initiative. She graduated Magna Cum Laude from Columbia University, where she focused on Economics, Political Science and Human Rights.


Angela Giacchetti. New York City Marketing Manager, Eventbrite.

Angela Giacchetti’s career is focused on bringing people together around shared passions and causes. As New York City Marketing Manager for Eventbrite, Angela leads local marketing efforts and manages the Eventbrite community in NYC.

Currently, Angela serves as Pro-Choice Network Chair of WIN.NYC and is an active member of NYTechWomen. She’s also had the honor of speaking at the Pencils of Promise Leadership Institute, the Planned Parenthood Truth Tour, and Purchase College’s 30th Annual Natural & Social Science Symposium.

In her past life in nonprofit development and public affairs, Angela advocated on behalf of issues in public health, education, and gender equity. She holds a B.A. in Gender Studies and Political Science from the State University of New York at Purchase College.


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Jennifer Gilbert. President, Save The Date.

Jennifer Gilbert is the Founder and Chief Visionary Officer of the New York based special events company Save the Date®. In the early 90′s when corporate America did not have the cash flow to accept the traditional event planning business model, Gilbert foresaw a unique opportunity.

She flipped the traditional business model by offering Save the Date’s® services free to clients, and instead, the company is supported by the vendors and venues who feel confident in its location marketing and promotion business. By providing her client’s significant savings, Save the Date® essentially became recession-proof.

It was this business savvy that earned Jennifer Gilbert the “Entrepreneur of the Year” award by Ernst & Young in 1998, just five years after founding the company. This award was quickly followed in 1999 by recognition in Inc. Magazine as one of the “Great Companies Started” and then in 2001 she was given the Entrepreneur Award of Excellence from Working Woman Magazine.

Since then, Jennifer Gilbert’s name and that of Save the Date® continue to command instant recognition and immediate respect in the industry and are seen as the experts on all aspects of event planning. She is often quoted for her expert advice on everything from meeting to wedding planning in national publications from The Wall Street Journal and Business Week to People and InStyle. In 2010, Gilbert was the key note speaker for the BIZ BASH expo where over 3,200 event planners gathered in New York City. She has spoken to the Columbia Business School Entrepreneurial class, as well as Fordham University’s Women in Business Leadership Day. Catering to Fortune 500 Companies, their families, as well as Not-for-Profit organizations, Save the Date® will generate a staggering $30 million in business this year.

Jennifer is also often recognized on the street for her brief role as the event planner on Bravo’s “The Real Housewives of New York” and she has recently partnered with Bed Bath & Beyond, as their Wedding Planning Expert and is featured on their web site and speaks at events on their behalf.

Jennifer’s most recent accomplishment is her new memoir, published by HarperCollins in May 2012 named, I Never Promised You a Goodie Bag: A memoir of a life through events, the ones you plan and the one’s you don’t. Early praise for the book landed Jennifer on the Today Show, Fox News, Live New York, The Marie Show, The Jeff Probst Show and many others. She has also been the featured entrepreneur for the coveted series Yahoo – Shine “Secrets to your Success.” And was honored as a speaker for the TED X conference held at Barnard University in December of 2012.

Jennifer Gilbert is a graduate of the University of Vermont and received a Bachelor of Science in Consumer Marketing with a minor in Business, and graduated the MIT Birthing of Giants Program. She lives in New York City with her husband, daughter and twin boys.


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Eric Graig, Ph.D. Senior Evaluation Consultant, Owen Consulting.

With over ten years of experience designing, managing, and implementing a wide range of research studies, Eric brings clients an approach to evaluation that is both practical and informed by the needs of nonprofit organizations seeking to measure and improve their effectiveness and achieve their strategic goals.

Prior to his association with Owen Consulting, Eric consulted for the United Way of New York, Junior Achievement of New York, the New York Public Library and a range of both local and nationally known organizations in the independent sector. He has been an invited speaker at both local and national conferences on a variety of evaluation-related topics, and brings advanced skills in survey design, focus group moderation, and interviewing to his work.

Eric has served as Director of Research at the Beacon of Hope House, an agency that provides residential services to people recovering from mental illness. In that capacity he led research studies on topics ranging from client outcomes to internal employee retention and satisfaction. In all this work, his focus was strategic and oriented towards developing actionable knowledge necessary for long term organizational improvement.

As a Senior Evaluation Consultant, Eric has led numerous successful evaluation projects for Owen Consulting. These include design and implementation of a comprehensive evaluation system for Federation Employment Guidance Service (FEGS) Learning to Work programs serving high-risk youth at multiple NYCDOE sites. He is also currently leading a two-year, National Science Foundation (NSF)-funded research project for a nationally implemented STEM literacy program for the Educational Development Center (EDC). He has also spearheaded Owen Consulting’s national and regional evaluation work with the Network for Teaching Entrepreneurship (NFTE).

Prior to joining Beacon, Eric managed a range of research projects within the City University of New York system and taught research and evaluation in the Graduate Program in Applied Social Research at Queens College. He holds a Doctorate in Psychology from the City University of New York Graduate Center.


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Natalie Greaves. Director of Communications, Ronald McDonald House.

Natalie Greaves joined Ronald McDonald House New York (RMH-NY) as director of communications in June 2010, where she is responsible for internal and most external communications. She began her career in public relations, working with clients such as AOL/MovieFone and 1-800-Flowers.com.

Natalie has a wide-range of experience working with nonprofit organizations, including having served as Manager of Public and International Affairs for the Direct Marketing Association (DMA) in New York City. In that position, Natalie handled media relations for the 5,000-member organization during the post-9/11 anthrax crisis.

In her most recent position prior to joining RMH-NY, Natalie served as Communications Project Manager for NARSAD: The Brain and Behavior Fund. At NARSAD, she helped to empower patients and families with new information about treatment options for schizophrenia, depression, and childhood illnesses such as autism. She also created a comprehensive online presence for NARSAD, thus enabling new grant opportunities for researchers worldwide.
In addition to nonprofit marketing, Natalie is also a travel/feature writer with a focus on the Caribbean and exotic foods.
She is a proud mom of a very active toddler, holds a Bachelor of Arts degree in Rhetoric & Communication from the University at Albany in New York and lives in Queens.



Fran Biderman Gross. CEO and Strategista, Advantages.

Formally known as the “Printing Princess”, now renamed the “Strategista” Fran shares her expertise in print and digital integration, in branding and awareness creation through consulting, speaking and workshops.

Fran’s approach has helped many companies and organizations improve their existing communication strategy, unify their presentation, and spread the word.

She has also helped several start-up ventures birth a new idea and turn them into a quick global success. Consistently, she has delivered in retail, manufacturing, service industries and non-profits. Fran has been a longtime member of the Entrepreneur’s Organization where she has served the board and the global organization with her skills. Also, as the graduate of the MIT Entrepreneurial Executive Program, Fran constantly leverages her status and connections to expand opportunities and capabilities for her clients.

Fran’s expertise include:
> Refining companies’ core values and communication strategies
> Brand strategy positioning
> Identifying alternative revenue streams to get the highest ROI
> Building a marketing process from the ground up
> Business development and deal making
> CMOD – Chief Marketing Officer on Demand


Vincent C. Grosso. Principal, Vinnievision Consulting.

Vinnie Grosso is a telecommunications and entertainment industry veteran recognized as a pioneer on the forefront of new media and entertainment over the last 20 years.

Charged with developing key media and entertainment initiatives from inception, roll-out to revenue, for Fortune 500 companies including Primedia, NBC, AT&T as well as CEO of INto Networks, media start-up for Intel, Fidelity, Venrock and Cox. Credited with creating the first Video-on-Demand systems for AT&T and initiating key patent portfolio for the digital services we enjoy today. Executed on innovative revenue strategies for video, gaming and computer software, solicited over $60M in venture financing, and generated over a $1B of value for his clients. In addition Vinnie served over 5 years on the Board of Directors of NATPE, (National Association of Television Production Executives) developing new business models for content distribution for Hollywood studios.

Vinnie is currently Principle of “Vinnievision Consulting” — a media and entertainment consulting firm in New York City servicing Fortune 500 Companies, start-ups and non profits



Rebecca Schlesinger Henson. Senior Sustainability Analyst, Calvert Investments.

As an Environment Analyst, Ms. Henson focuses on climate change, renewable energy, and energy efficiency and is currently responsible for analyzing the auto, homebuilding, and insurance industries.

Prior to joining Calvert in 2007, Ms. Henson worked at David Gardiner & Associates, where she provided expertise in renewable energy policy and climate risk disclosure. She earned an MA in political studies with a concentration in environment and energy from the University of Bath (UK) and a BA in history from Vanderbilt University. She currently serves on the board of DC Greenworks and the Women’s Climate Initiative.


Paul Hilton, CFA. Senior Vice President, Trillium Asset Management.

Paul is a senior vice president and portfolio manager at Trillium Asset Management, the oldest independent investment advisor devoted exclusively to sustainable and responsible investing.

Prior to joining Trillium, Paul was Vice President, Sustainable Investment Business Strategy at Calvert Investments, leading SRI product and business development, with a particular focus on the institutional and international arenas. He also previously held senior positions within Calvert’s Equities and Marketing Departments. Prior to Calvert Paul was Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation. He also served as a research analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. Paul serves as Vice Chair of the board of US SIF, the U.S. membership association for professionals, firms, institutions and organizations engaged in socially responsible and sustainable investing. Paul is also former Treasurer of the United Nations Environment Programme Finance Initiative (UNEP-FI). A Chartered Financial Analyst, he holds Master’s degrees in Anthropology from New York University and Education from Roberts Wesleyan College.


David Jaffe. Principal, Jaffe Management, Inc.

David Jaffe serves as Principal of Jaffe Management Inc., a New York City based firm providing comprehensive management services and a headquarters office to associations and non-profits. In this role he works extensively with the Boards of Directors of his clients to help set strategy and implement the work of the Board and other volunteers.

Additional responsibilities include: general management and operations of association activities for a variety of organizations, event and conference planning, managing major fundraising events including award shows and charity dinners, membership development, and volunteer management Jaffe is the President of the Board of Directors of Lincoln Square Neighborhood Center (LSNC), a settlement house providing services to the residents of Amsterdam Houses, part of the New York City Public Housing Authority. Jaffe received a BA in Economics from Georgetown University, a Certificate in Public Relations from the University of Virginia, and holds the CAE (Certified Association Executive) credential.


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Vipp Jaswal. Head of International Affairs, Fox News Channel.

Vipp Jaswal joined the Fox News Channel in 2005. He is Head of International Affairs and is in charge of international development and business for the Fox News Channel, Fox Business Network and Fox News Radio.

In addition, Vipp hosts a radio show called, The Vipp Jaswal Report and Vipp’s World of Nonsense on Fox News Radio which features guests with topical issues that affect modern day life in America.

Vipp is a consultant speaker to the United States Military Academy. He has a distinct and unique appreciation of the challenges of global business across a variety of industries and advises national and private organizations on the successful implementation of international projects.

Prior to this, Vipp was an International Investment Banker for over a decade where as part of senior management, he was in leadership roles in various parts of the world. He has worked and lived in Hong Kong, Indonesia, Japan, Thailand, Philippines, Dubai, Great Britain and the USA.

Vipp is an active contributor to various local and national charities and cultural causes.



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Susan Lindner. Founder and CEO, Emerging Media.

Susan Lindner believes that incredible connections change the world. As the CEO and Founder of Emerging Media, an award-winning PR • Marketing • Branding • Social Media agency, she develops breakthrough strategies that connect her clients to the right media, communities, influencers and prospects.

According to her clients, Susan is relentless in pursuing the game-changing opportunities that achieve her clients’ business goals. Prior to her 10 years in marketing, Susan worked on women’s health issues as an epidemiologist and anthropologist in HIV/AIDS at the Centers for Disease Control/NYC Department of Health, as a researcher in NY’s top hospitals and as a consultant and social development officer with international non-profits in the US and Southeast Asia.


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Jeffrey Lischin, M.A.Owen Consulting.

Jeff is a grant writer and education consultant with extensive charter school experience in many states. He is the former Vice President for Education and Youth Development at the Urban League of Hudson County (NJ).

Jeff writes $1-$15 million in approved grants annually and has written or co-written over 15 approved charter school applications in five states. Jeff developed a Charter School Founders’ Manual that has been published in two editions – a NJ specific edition published by the NJ Charter School Resource Center and a MD specific edition published by the MD Charter School Network. As a consultant, Jeffrey Lischin writes charter school applications; provides design, development and technical assistance for charter schools; prepares grant applications; provides evaluation services; does funding opportunity research, project planning, and program design/development services. Areas of concentration include education, employment training, at-risk youth, social services, daycare, after-school programs, HIV/AIDS, substance abuse, services for the homeless, community-based non-profit organizations, charter schools, YouthBuild, AmeriCorps, school-to-work, and welfare-to-work.


Andrew Mangino. CEO, The Future Project.

Andrew Mangino is the co-founder and CEO of The Future Project, a fast-growing national education initiative to unleash a generation of dreamers—young Americans who are using their passions to change the world and transform their own lives and schools.

Named one of Forbes “30 Under 30″ Social Entrepreneurs and a Draper Richards Kaplan Fellow, Andrew worked after college at Ashoka, where he helped launch Start Empathy, as the speechwriter for Attorney General Holder, and as a speechwriting intern to Vice President Biden.

He graduated in 2009 from Yale University, where he covered the New Haven and education beats, served as the 130th Editor in Chief of the Yale Daily News, and won the Marshall Scholarship to study education and social innovation at Oxford. Passionate about the intersection of social entrepreneurship, movements and messaging, and American history, Andrew and his team at The Future Project launched dream.org on the 50th Anniversary of Martin Luther King, Jr.’s “I Have a Dream” speech to call upon Americans to take action to re-imagine education and transform the fate of a generation.


Dave Owen.  President, Owen Consulting.

Throughout his career, Dave has been dedicated to helping young people and the organizations that serve them to achieve their goals. Since 1992, Dave has worked in direct service, administrative, and consulting positions at organizations such as Federation Employment Guidance Service, Institute for Student Achievement, New York City Outward Bound Center, and the United Nations Development Program.

In 1999 Mr. Owen founded Owen Consulting Inc. and has been helping clients evaluate successful educational and social initiatives ever since. He has served as Team Leader to the United Nations Task Force on Adolescents and Youth in the Republic of the Maldives, where he led a national research project to create a UN National Human Development Report on Youth. As the company Principal, Mr. Owen builds strong relationships with clients and monitors program and contract progress and ensures timely and efficient delivery of services and fulfillment of grant evaluation requirements.

Mr. Owen holds a Masters Degree in Human Development and Psychology specializing in Adolescent Risk and Prevention from the Harvard University Graduate School of Education. While at Harvard he learned practical applications for integrating cutting-edge research on risk, resilience, and prevention programming for children and adolescents in both school and community settings. As an academic researcher, and intern counselor for Project IF (a partnership program between Harvard and Mass. General Hospital), Mr. Owen helped raise math scores and improve social outcomes in students from an inner-city Boston high school.



Jonathan Peris. Financial Advisor, Merrill Lynch.

Jon utilizes his rich financial experiences to help provide clients with critical economic and market perspectives. Before joining Merrill Lynch, Jon founded Skyline Investments, an investment management company where Jon traded and managed money for First New York Securities and RBC Capital Markets.

Earlier in his career, Jon was an equity trader and Vice President with Knight Capital Group.

With 19 years in financial services – including the past five at Merrill Lynch – Jon is passionate about determining appropriate asset allocation and portfolio construction, as well as performing manager due diligence. Leveraging his capital markets experience, he can serve as a resource for individuals, hedge funds, traders, family offices and endowments – accessing Merrill Lynch Global Markets Desks and Alternative Investments Platform*. Jon also works with investment committees on values-based investing using environmental, social and governance analytics, employing tools to focus on investments that can best serve society and investors.

In 1994, Jon graduated from Cornell University with a Bachelor’s degree in Economics. Today, he lives in Mountainside, New Jersey with his wife, Sari, their three children and golden retriever. Jon has served for years as a mentor and on the Board of Trail Blazers, an award-winning youth development organization focused on the environment. An advocate of protecting people’s health and wealth, Jon encourages clients to leave time for personal fitness and fulfillment. Away from the office, Jon enjoys the personal rewards of supporting various philanthropies, as a sports, music and photography fan, and spending time with family and friends.


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Sunil Rajan. Director of Storage Monkey, Humble Monkey.

Sunil Rajan joined Humble Monkey as the Director of Storage Monkey in August of 2013. His experience over the past 15 years ranges from a tour with the US Air Force to working with EDS in Germany and finally the Lloyd Group in NYC where he was the virtual CIO for over 50 firms.

Sunil’s focus has been to provide technology solutions with a focus on client satisfaction that meet the need of Small and Medium Sized Businesses.

Sunil holds a Bachelor Degree in Information Systems Management and a Masters in Information Technology and has over 10 certifications, including ITIL Practitioner, MCSE, CCA, Project+, and SharePoint. He is currently wrapping up his Doctorate in Computing from Pace University.

In his free time, Sunil is an avid runner and enjoys playing table tennis, reading, video games, and spending time with his wife and two children.



Sophia Sunwoo. CEO, Water Collective.

Sophia successfully built and sold her first company in 2010, with products placed in 250 retailers worldwide before her exit.

Throughout her career, she has worked with several Fortune 500 companies, project managing the conception and execution of million dollar projects. Her dissertation on the infusion of business strategies into disaster prevention programs in the developing world was widely recognized by Parsons School of Design Strategies and inspired the inception of Water Collective.


William J. Supper, CFP. Senior Financial Advisor, Merrill Lynch.

Bill’s financial services career has spanned more than 22 years – most of that in the Goldman Sachs Family Office, working as a financial planner for the Goldman Partners and its related entities (hedge funds, trusts and estates, and family foundations).

Bill “cut his teeth” in the industry as a tax specialist at Price Waterhouse Coopers. Today, Bill develops integrated financial strategies for each of the team’s clients – focusing on tax efficiency, mitigating risk and building sustainable, long-term wealth. Bill works with investment committees on values-based investing using environmental, social and governance analytics, employing tools to focus on investments that can best serve society and investors.

Bill is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He received his Bachelor’s degree and Masters of Business Administration from Fordham University – and now serves as advisor to its Graduate School of Business. He also earned his Certificate in Financial Planning from New York University (NYU), where he later taught courses in Financial Planning. Additionally, Bill has served on the Board of the New York chapter of the Financial Planners Association and as an Advisory Director to the Journal of Financial Planning.

Prior to joining the Firm, Bill co-authored the quarterly retirement planning column in the Journal of Financial Planning and was frequently quoted in several national publications. Today, Bill lives in Garden City, New York with his wife, Patty, and three children. To “relax,” Bill coaches youth soccer, is a loud and loyal New York Giants fan, and participates in several community activities.


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Harriet Taub. Executive Director, Materials for the Arts.

Harriet Taub first joined Materials for the Arts in 1998 as the Director of its Education Program. She coordinated a broad outreach campaign to engage public school teachers and encourage them to take advantage of the free art supplies available from MFTA.

She was the innovator behind the creation of MFTA’s education programs and taught the first workshops that showed teachers and arts professionals new strategies and projects that utilized nontraditional warehouse supplies.

Taub was promoted to Director in 2000. Her first major project was to move the program from its space in Manhattan, to a larger warehouse space in Long Island City. In collaboration with Volunteer Lawyers for the Arts and the MFTA advisory board, she oversaw the incorporation of Friends of Materials for the Arts as a 501(c)(3) organization in 2002.

In 2003, with a major grant from the LuEster T. Mertz Foundation, Taub supervised the design and implementation of a customized software program for Materials for the Arts. Taub went on to secure grants from the New York Community Trust and other foundations, expanding the education program in order to more comprehensively train educators and arts professionals on how to make full use of regularly donated materials.

A former art teacher and children’s clothing entrepreneur, Taub sits on the advisory board of Pentacle’s education program and is a founding member of the Reuse Alliance, a national network of reuse programs.



Ariana Vargas. Director of Business Development, GiveFoward.com

Ariana Vargas is the Director of Business Development for GiveForward.com, the nation’s #1 medical crowdfunding website.

Since launching in 2008, GiveForward has helped families around the country raise more than $64MM to help pay for everything from hospital bills to general household expenses while navigating a medical crisis. Following the bombings at the Boston Marathon, Ariana created a fundraising page on GiveForward for her classmate from Boston College who was injured along with his wife. Her fundraiser is the largest crowdfunding campaign for personal medical expenses in history and has raised almost $1MM.

In her role at GiveForward, Ariana structures strategic alliances with some of the nation’s most well known non-profit organizations to help them diversify their donor base and create new revenue channels via a partnership with GiveForward. Her expertise is in crowdfunding and using modern technology to turn Facebook friends into active donors.



Our opening panel will explore the differences between the practice of philanthropy and the theory of philanthropy through the various angles of technology, finance, and fundraising.


Please feel free to join the session of your preference or visit “The Doctor’s Office” to receive 1-1 advice for a particular situation you would like to discuss related to your organization.
Just as the mission of an organization defines what it seeks to achieve, investments can be aligned to significantly impact related markets. Experts from the world of socially responsible investing provide insight into the best way to have the largest impact with your assets.

It is common knowledge that operating a non-profit is a challenge. With shrinking budgets, small problems can seem insurmountable. This breakout session features speakers from a variety of roles in the non-profit universe, with suggestions and solutions to overcome the most arduous situations (operations, funding, staff, board members) faced by non-profits today. By providing real-life solutions to overcome common issues faced at non-profits, their experience will offer valuable insight that may be applied to your organization.

From live auctions to strategic gala seating, every detail of your event impacts your goal. The event experts at this session will share some of the crucial questions to ask, when to ask them, and how best to navigate this world of multi-million dollar galas to create the best event for your organization — and always end up in the black.

Please feel free to join the session of your preference or visit “The Doctor’s Office” to receive 1-1 advice for a particular situation you would like to discuss related to your organization.

Translating an international need with its political, economic, and social complexities into a digestible mission can be challenging. This session will explore the key components that international organizations must integrate into their communication strategies to fundraise successfully for causes abroad.

Soaring in popularity, yet largely not used to their fullest advantage, crowdfunding sites can take on a variety of designs online. This session brings the foremost innovators of this new technology to demonstrate how crowdfunding can work for your organization.


In today’s funding landscape, there is increasing demand for evidence of impact and success. This session will provide participants with an overview of the types and methods of evaluation, evaluating for program improvement as well as demonstrating success, strategic integration of evaluation into organization processes, pros and cons of conducting internal evaluations vs. working with an outside evaluator, and budgeting and cost considerations.

Please feel free to join the session of your preference or visit “The Doctor’s Office” to receive 1-1 advice for a particular situation you would like to discuss related to your organization.


Some say great leaders are born to lead. Regardless of your leadership skills, this session will highlight proven methods to motivate, inspire, and lead teams from a wide-spectrum of organizations in New York.


With a finite amount of resources, branding your non-profit with a clear, transportable message is not always simple. Experienced PR and marketing gurus will shed some light on the most affordable ways to let the world know about your mission.

Through acknowledging what works for universities, hospitals and major museums is not useful for small and start-up non-profits this panel will shed light on the low-cost, practical fundraising solutions that do not involve a large professional staff and a huge budget.

Please feel free to join the session of your preference or visit “The Doctor’s Office” to receive 1-1 advice for a particular situation you would like to discuss related to your organization.