Financial Leadership



  • Tracy Carpenter
    Multicultural Coalition, Inc.
  • Timothy Cody
    Fox Valley Veterans Council
  • Carolyn Desrosiers
    Community Foundation for the Fox Valley Region
  • Tana Koss
    Family Services of Northeast Wisconsin
  • Jamie LaFreniere
    Fox Valley Symphony Orchestra
  • Becca Merklein
    St. Vincent de Paul Appleton
  • Shelby Miller
    Hope Clinic and Care Center Inc.
  • Amanda Moore
    Atlas Science Center and several others
  • Jordan Mortenson
    Storehouse Ministries, Inc.
  • Meg O’Brien
    Trout Museum of Art
  • Mary Ott
    Pillars Inc.
  • Carmen Persaud
    CORE Treatment Services, Inc.
  • Maren Peterson
    NAMI Fox Valley
  • April Pinnow
    Fox Valley Humane Association
  • Luke Schiller
    Heckrodt Wetland Reserve
  • Erin Schultz-Wege
    SOAR Fox Cities, Inc.
  • Angela Steuck
    Family Services of Northeast Wisconsin
  • Ritu Tannan
    IndUS of Fox Valley
  • Christina Turner
    Trout Museum of Art
  • Todd Vander Galien
    Unity Recovery Services
  • Jolene Verstegen
    SOAR Fox Cities, Inc.
  • Jack Voight
    Friends of Butterfly Gardens, Inc.
“Steve’s ability to engage an audience is worth more than his weight in gold!”

Deborah Clark
New Hampshire Center for Nonprofits
“Steve demystifies nonprofit finances.”

Brian Leone-Tracy
Fox Valley Literacy
“The Financial Leadership Program has greatly increased my understanding and has given me confidence in my financial literacy journey. The training models of Financial Health, Expenses, and Revenue Strategy provide all the tools needed to tell my nonprofit’s story through budgeting and sustainability. I will no longer fear the finances as they drive the mission of furthering my programs’ impact.”

Luke Schiller
Heckrodt Wetland Reserve
“This was very comprehensive. I have been working in nonprofit budgets for many years, and I learned many new things. Thank you.”

Tana Koss
Family Services Northeast Wisconsin