Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals. Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. Throughout her tenure, Terri was dedicated to quality service for which she received the company s NCC Excel Award for extraordinary client and community service. She also was the recipient of the YWCA Women of Professional Excellence Award, TLOD Status of Women Award, and the NCNW Phenomenal Women of Extraordinary Leadership and Service Award and the National Coalition of 100 Black Women, Inc. Woman of Vision Award. Terri is a member of the National Black MBA Association, Inc., Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University.
As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public Accountants (OSCPA), Israel Bonds, SOCIUS and other technology groups and nonprofit organizations. Keeping the system and the source of trouble separated has been the standard for Jonathan and his team at Acendex as they have worked with nonprofit organizations for the past 25 years. Jonathan and his team find vulnerabilities in any information system-- vulnerabilities that could leave a system open to a breach or an audit failure and install proven defenses to protect those systems. Jonathan s influence and expertise extends from local to national and multi-national solutions that deliver system consistency, uniformity and control to ensure that expectations for security and uptime are met.
Kerri has served more than 60 nonprofits as a consultant, and worked for nonprofits in roles from Membership Manager to Development Director to Interim Executive Director for seven years prior to founding Mollard Consulting in 2003. Her 20-year career includes numerous opportunities to create and manage programs from strategy to implementation and assessment. Her largest project is serving as campaign counsel for the $16.5 million Reeb Avenue Center on the south side.
Brandon is a Principal at HW&Co. in the Accounting and Auditing Department. He also currently serves as the Director of Business Development for HW&Co., and also served as Director of HW Nonprofit Advisors Group for 10+ years. Brandon is a frequent speaker on various topics for the Ohio Society of Certified Public Accountants (OSCPA), United Way, Ohio Association of Nonprofit Organizations (OANO), the Cleveland Foundation, and other groups and nonprofit organizations. Currently, he serves on the Board and is the Treasurer of Beech Brook and is also a member of United Way Investment Committee's Health Impact Team. He has served as Chair of the Financial Institutions Organization Committee of the Cleveland Chapter of OSCPA and as Director of the OSCPA, Cleveland Chapter.
Rob Pivonka is a Partner with the law firm of Rolf Goffman Martin Lang LLP. Rob has twice been selected as one of Ohio s best employment law attorneys by his peers in the Super Lawyers publication, and also has been named several times in the National Super Lawyers Business Edition, recognizing him as one of the nation s top attorneys in the area of Employment Law. Rob concentrates his practice on representing and advising employers in connection with employment litigation and day-to-day operational issues concerning employees. He has litigated matters before numerous state and federal courts, and has represented employers before various state and federal administrative agencies.
Paul G. Putman joined the Advancement Team in November 2014 and is responsible for fostering and strengthening relationships with individuals, families and organizations that seek to turn their passion into purpose through philanthropy.paul joined the foundation in October 2008 as a Program Officer on the Community Responsive Grantmaking team where he facilitated grantmaking across multiple sectors by focusing on efforts to strengthen nonprofit organizations and improve access to services for underserved populations. p In this capacity, he also coordinated the Fenn Educational Fund and oversaw special projects. Most recently he provided leadership in the review of arts education in the Cleveland schools and supported the Cleveland Foundation summer internship program. Paul holds a doctorate in urban education from CSU with a focus on leadership and lifelong learning. He earned his master's in psychology, with a specialization in diversity management from CSU and his master's in education, guidance, and counseling from Eastern Illinois University. Paul earned his bachelor's in English from Kent State University.
Gene is a serial entrepreneur, speaker, and professional EOS Implementer, Gene Roberts helps business owners and their leadership teams get what they want from their business. Gene dedicates 100% of his time to teaching and facilitating the same tools and disciplines that brought him success. His firm, MiloHill Traction Partners helps business leaders Grow. Smart. In his highly interactive sessions, Gene shares tips and strategies on how entrepreneurs and senior executives can strengthen six key components to achieve high growth.
A Manager for HW Healthcare Advisors, Michael s specializations include facility operational overviews, IT System interfaces and management, budgeting and forecasting, data mining, HIPPA compliance, managed care analysis, records management and storage, corporate compliance, software implementations, policy and procedure development, litigation support and transitional support during facility ownership changes. Michael has over 25 years of experience in the Health Care field and has done work for large national and regional chains as well as single family-owned facilities. Previously, Michael served as Vice President for a large long- term care software company and managed the company s product development, including programming, installation, training and support. Mike s practice areas include: Benchmarking Analysis, Billing Software Implementation, Budgeting and Forecasts, Corporate Compliance, Cost Reports, Data Mining, Facility/Management Transition Support, HIPPA Compliance, Information Systems Management, IT System Interfaces, Litigation Support, Managed Care Analysis, Offsite Storage / Record Retention, and Policy and Procedure Development.
Mary Eileen is a principal in our tax services group and holds the appellation CERTIFIED FINANCIAL PLANNER Professional and ACCREDITED ESTATE PLANNER designation. Mary Eileen advises for-profit and non-profit entities on various tax and employee benefit matters. She speaks nationally on tax-related matters, participates in several non-profit boards and committees and has been a member of our practice since 1984.