Thompson & Associates

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Thompson & Associates Employees

Employee
Years
Job
Industry
Liz Erickson Liz Erickson West Palm Beach, Florida Area Details
Liz Erickson's Thompson & Associates Experience 2006 - December 2013
Job Personal Trainer at Jupiter Fitness Center
Industry Health, Wellness and Fitness
Experience
Jupiter Fitness Center and YouFit Wellington   July 2014 - Present
Rodan & Fields Independent Consultant   2012 - Present
Golds Gym  2014 - July 2014
Thompson & Associates   2006 - December 2013

Skills
PowerPoint, Microsoft Word, Outlook, Administrative..., Microsoft Office, Microsoft Excel

Education
Freed-Hardeman University   2000 — 2004
Bachelor's degree, Early Childhood Education and Teaching w/Psychology Minor

William Gustoff William Gustoff Des Moines, Iowa Area Details
William Gustoff's Thompson & Associates Experience April 2014 - Present
Job President, Legal Division at Thompson & Associates, LLC
Industry Legal Services
Experience
Thompson & Associates   April 2014 - Present
Whitaker Hagenow & Gustoff, LLP   November 2011 - Present
Thompson & Associates   January 2009 - March 2014
Whitaker Hagenow GBMG   December 2009 - November 2011
BrownWinick  May 2006 - January 2009
Believers Stewardship Services, Inc.   November 2004 - May 2006
Robinson, Pluymert, Piercey, MacDonald & Amato   2001 - 2002

Skills
Government Relations, Estate Planning, Public Speaking, Non-profits, Succession Planning, Planned Giving, Philanthropy, Politics, State Politics, Political Campaigns, Political Consulting, Board Development, Corporate Law, Stewardship, Annual Giving, Lobbying, Nonprofits, Charities, Non-profit Board..., Fundraising, Leadership Development, Trusts, Estate Law, LLC, Community Development, Board Governance, Community Outreach, Coalitions, Grassroots Organizing, Public Policy, State Government, Legislative Relations, Non-profit..., Grants, Corporate Governance, Legislation, Governmental Affairs

Education
University of Iowa College of Law   1993 — 1995
JD, Law

The George Washington University   1987 — 1990
International Affairs

University of Northern Iowa   1986 — 1987

Catherine Bazley Catherine Bazley Greater Atlanta Area Details
Catherine Bazley's Thompson & Associates Experience June 1999 - April 2012
Job Tax Director Real Estate Taxation at AGH, LLC
Industry Accounting
Experience
AGH, LLC  June 2014 - Present
Windham Brannon  May 2012 - June 2014
Thompson & Associates   June 1999 - April 2012
Georgia-Pacific LLC  June 1998 - June 1999
Georgia-Pacific LLC  June 1995 - June 1998

Skills
Corporate Tax, Tax, Tax Preparation, Income Tax, CPA, GAAP, Partnership Taxation, S Corporations, SEC filings, Tax Research

Education
Emory University - Goizueta Business School   1992 — 1996
BBA, Accounting

Rick Madormo Rick Madormo Raleigh-Durham, North Carolina Area Details
Rick Madormo's Thompson & Associates Experience 1991 - 1998
Job Area Sales Director, Altera Corp. • Sales Leader | Sustainable Business at High Margins | B2B Domestic + Global Markets
Industry Semiconductors
Experience
Altera  2010 - Present
Altera  March 2008 - 2010
Altera  1998 - 2008
Thompson & Associates   1991 - 1998

Skills
Semiconductors, Sales Process, Direct Sales, Electronics, Consultative Selling, Solution Selling, Sales Management, IC, Product Development, Strategy, Semiconductor Industry, Cross-functional Team..., Competitive Analysis, Selling, Sales Operations, ASIC, Product Marketing, Go-to-market Strategy

Education
The University of Akron
Degree in Electrical Engineering Technology

Joseph McKay Joseph McKay Denver, Colorado Details
Joseph McKay's Thompson & Associates Experience April 2012 - Present
Job Gift Planning Consultant & Thompson & Associates VP
Industry Fund-Raising
Experience
Thompson & Associates   April 2012 - Present

Education
Boston College
BS, Accounting

Catholic University
JD, Law

Bethany Witt Rozell Bethany Witt Rozell Greater Nashville Area Details
Bethany Witt Rozell's Thompson & Associates Experience June 2006 - Present
Job Executive Vice President, Business Development at Thompson & Associates
Industry Fund-Raising
Experience
Thompson & Associates   June 2006 - Present
Thompson & Associates   June 2006 - Present
Thompson & Associates   2006 - 2010
Siouxland Chamber of Commerce  2003 - 2006

Education
University of Delaware   1999 — 2002

Central High School

Richard K. Thompson Richard K. Thompson Sacramento, California Area Details
Richard K. Thompson's Thompson & Associates Experience January 2000 - Present
Job
Industry Management Consulting
Experience
Thompson & Associates   January 2000 - Present
Westwood-Benson   2013 - 2014
BergMcAfee Companies/ Venture Capital   January 2000 - December 2006
Home Medical of America  1994 - 1999
Hewlett-Packard  1973 - 1982

Education
University of Santa Clara
Master of Business Administration (MBA), Business Management & Marketing

San Jose State University
Bachelor of Science (BS), Engineering/Industrial Management

Skye Melott Skye Melott Oklahoma City, Oklahoma Area Details
Skye Melott's Thompson & Associates Experience August 2012 - May 2013
Job Training Specialist at Williams
Industry Oil & Energy
Experience
Williams  October 2013 - Present
Chesapeake Energy  July 2013 - October 2013
GDH Consulting  May 2013 - July 2013
Thompson & Associates   August 2012 - May 2013

Skills
Marketing, Social Networking, Public Relations, Social Media Marketing, Management, Sales, Social Media, Leadership, Project Planning, Event Planning, Event Management, Public Speaking, Marketing Communications, Training, Facebook, Time Management, Interviews, Strategic Communications, Media Relations, Publicity, YouTube

Education
University of Central Oklahoma   2014 — 2015
Master's Degree, M.Ed - Training & Development

University of Central Oklahoma
Bachelor of Arts (BA), Public Relations

Robert Crew, CFP®, CFA Robert Crew, CFP®, CFA Wichita, Kansas Area Details
Robert Crew, CFP®, CFA's Thompson & Associates Experience March 2012 - Present
Job Financial Planner and Planned Giving Consultant
Industry Financial Services
Experience
Triune Financial Partners, LLC  January 2009 - Present
Thompson & Associates   March 2012 - Present
Planned Stewardship, LLC   January 2001 - Present

Skills
Planned Giving, Estate Planning, Donor Development, Investment Advisory, Personal Financial..., Charitable and Planned..., Charitable Trusts, Charitable Gift..., Donor-Advised Funds, Faith-Based Investment..., Charitable Remainder..., Charitable Lead Trusts, Planned and Deferred...

Education
University of Kansas - Graduate School of Business   1981 — 1983
Master of Business Administration (M.B.A.), Finance, General

MidAmerica Nazarene University   1977 — 1981
Bachelors in Business and Accounting, Business Administration and Accounting

Thomas (Tom) Whitaker, Jr., JD, FCEP Thomas (Tom) Whitaker, Jr., JD, FCEP Sarasota, Florida Area Details
Thomas (Tom) Whitaker, Jr., JD, FCEP's Thompson & Associates Experience 2013 - Present
Job Charitable Estate Planner at Thompson & Associates | Values Based Estate Planning That Is Donor Centered & Confidential.
Industry Philanthropy
Experience
Thompson & Associates   2013 - Present
Thomas P. Whitaker, Jr., Attorney at Law   October 2010 - Present
Whitaker Law Firm, LC   2005 - December 2009
Whitaker and Hamilton, PA   1998 - 2005
Price, Price, Crauwels, Whitaker, & Hamilton, Chartered   1988 - 1998
Office of the State Attorney, 6th Judicial Circuit of Florida   1981 - 1984
J.C. Penney Financial Services   1975 - 1978

Skills
Nonprofits, Planned Giving, Charitable Trusts, Estate Planning, Estate Administration, Elder Law, Wills, Litigation, Fundraising, Mediation, Management, Leadership, Philanthropy, Leadership Development, Public Relations, Public Speaking, Strategic Planning, Community Outreach, Team Building, Event Planning, Volunteer Management, Program Development, Event Management, Marketing, Social Media, Community Development, Customer Service, Grant Writing

Education
Stetson University College of Law   1979 — 1981
JD, Law

Sewanee-The University of the South   1971 — 1975
BA, Political Science

Jesuit High School   1968 — 1971
High School Diploma, Critical Thinking

Trevor Read Trevor Read Calgary, Canada Area Details
Trevor Read's Thompson & Associates Experience September 2011 - April 2013
Job Operator at the Drain Doctor
Industry Aviation & Aerospace
Experience
THE DRAIN DOCTORS, INC.   April 2015 - Present
Thompson & associates   September 2011 - April 2013
Win Sport Canada   June 2010 - September 2010
Second 2 none meats   May 2009 - September 2009

Skills
Leadership, Contract Negotiation, Sports

Education
Southern Alberta Institute of Technology   2001 — 2002
Information technology course, Business computer productivity skills, English composition course.

Athol Murray college of Notre Dame   1996 — 1998

Brooks Yelverton Brooks Yelverton Fort Smith, Arkansas Area Details
Brooks Yelverton's Thompson & Associates Experience January 2000 - January 2002
Job Corporate Counsel at ArcBest Corporation
Industry Law Practice
Experience
ArcBest Corporation  February 2015 - Present
Leitner, Williams, Dooley & Napolitan   2012 - 2014
SHELBY COUNTY DISTRICT ATTORNEY GENERAL'S OFFICE  November 2003 - April 2012
THOMPSON & ASSOCIATES   January 2000 - January 2002

Skills
Courts, Trials, Legal Research, Legal Writing, Litigation, Motions, Pleadings, Prosecution, Civil Litigation, Torts, Personal Injury..., Workers Compensation, Liability, Personal Injury, Criminal Law, Hearings, Settlement Agreements, Criminal Defense, Appeals, Automobile Accidents, Trial Practice, Depositions

Education
The University of Memphis   1999 — 2002
Bachelor of Arts, Criminal Justice

The University of Memphis—Cecil C. Humphreys School of Law   1999 — 2002
Juris Doctor

Eric Quist Eric Quist Greater Seattle Area Details
Eric Quist's Thompson & Associates Experience July 2011 - September 2014
Job Managing Member at Quist Group, LLC
Industry Research
Experience
Quist Group, LLC   March 2011 - Present
Thompson & Associates   July 2011 - September 2014
South Sound Planned Giving Council   January 2011 - December 2013
MultiCare Health System  April 1989 - January 2012

Skills
Planned Giving, Philanthropy, Non-profits, Program Development, Community Outreach, Stewardship, Event Management, Resource Development, Public Speaking, Grant Writing, Community Development, Board Development, Estate Planning, Nonprofits, Fundraising, Grants, Volunteer Management, Annual Giving, Charities, Alumni Relations, Leadership Development, Non-profit..., Non-profit Board..., Board Relations, Prospect Research, Non-profit Leadership, Board Governance, Public Relations, Foundations, Proposal Writing, Public Policy, Leadership, Event Planning, Cause Marketing, Strategic Communications, Board of Directors, Capital Campaigns, Trusts

Education
University of Florida - Fredric G. Levin College of Law   1974 — 1975
LL.M., Taxation

Gonzaga University School of Law   1971 — 1974
J.D., Law

Whitman College   1966 — 1970
B.A., History

Cayce Powell Cayce Powell Greater Nashville Area Details
Cayce Powell's Thompson & Associates Experience 2004 - Present
Job President, Thompson & Associates, LLC
Industry Philanthropy
Experience
Thompson & Associates   2004 - Present
TrustCore (TrustMark) Charitable Strategies   1999 - 2004
Burdett, Morgan & Thomas   1998 - 1999

Skills
Philanthropy, Planned Giving, Non-profits, Annual Giving, Fundraising, Estate Planning

Education
Texas Tech University - Rawls College of Business   1996 — 1998
MBA

Texas Tech University School of Law   1995 — 1998
JD

Abilene Christian University   1991 — 1995

Amarillo High School

Lana Thompson, PHR Lana Thompson, PHR Birmingham, Alabama Area Details
Lana Thompson, PHR's Thompson & Associates Experience January 1996 - Present
Job Owner, CEO at Thompson & Associates
Industry Human Resources
Experience
Thompson & Associates   January 1996 - Present
Partnering Consultants International   January 2000 - Present
Thompson & Associates   January 1996 - Present
BE&K  1996 - 2009
Southern Company  December 1986 - January 1996
Main Street Films  1996 - 1996

Skills
Professional..., Organizing, Personal Coaching, Employee Relations, Organizational..., Human Resources, Coaching, Recruiting, Team Building, Training, Executive Coaching, Talent Management, Leadership Development, Career Development, Performance Consulting, Workshop Facilitation, HRIS, Onboarding, Personnel Management, Program Management, Management Development, Performance Management, Leadership, Employee Training, Culture Change, Succession Planning, Conflict Resolution, Organizational..., Interviews, Workforce Planning, Employee Benefits, Emotional Intelligence, Consulting, New Hire Orientations, Talent Acquisition, HR Consulting, Executive Development, Executive Management, Labor Relations, 360 Feedback, Organizational Design, Facilitation, Instructor-led Training, Employee Engagement, MBTI, Training Delivery, Temporary Placement, Employment Law

Education
University of Alabama at Birmingham   1993 — 1999
BA, Communication Management, German

Murray State University

Mika Schneider, CPA, CFE Mika Schneider, CPA, CFE Fort Collins, Colorado Area Details
Mika Schneider, CPA, CFE's Thompson & Associates Experience November 1995 - November 1997
Job Partner at Soukup, Bush & Associates, P.C.
Industry Accounting
Experience
Soukup, Bush & Associates, P.C.   November 1997 - Present
Thompson & Associates   November 1995 - November 1997
Brown, Graham & Co   1992 - 1995

Skills
Business and Individual..., Certified Fraud Examiner, Auditing, Reviews, Compilation, Certified CaseWare..., Tax Consulting and..., Caseware, Tax Preparation, CPA, Financial Planners, Financial Accounting, Tax Advisory, Assurance, Accounting, Internal Controls, Tax Returns, Corporate Tax, Forensic Accounting, Financial Planning, Financial Reporting, Tax, Income Tax

Education
Angelo State University   1987 — 1991
BBA, Accounting

Trish Rosenquist Trish Rosenquist Sacramento, California Area Details
Trish Rosenquist's Thompson & Associates Experience June 2002 - December 2002
Job Owner, Mom On Timeout
Industry Online Media
Experience
Mom On Timeout   July 2011 - Present
Public Health Institute  January 2003 - December 2006
Thompson & Associates   June 2002 - December 2002
AT&T  January 2000 - April 2002

Skills
Blogging, Social Networking, Social Media Marketing, Social Media, Facebook, Editing, Creative Writing, Wordpress, Microsoft Office, Advertising, Microsoft Excel, Outlook, Photography, WordPress, Online Marketing, SEO, Illustrator, Web Analytics, Salesforce.com, CSS, Marketing, Marketing Strategy, Copy Editing, Web Content, Web Design, Adobe Creative Suite, Content Management, PowerPoint, Graphic Design, Blogger, Editorial, Digital Photography, Teaching, Nonprofits, Proofreading, Windows, Photoshop, Publishing, Press Releases, Community Outreach, Website Development, HTML, Data Analysis, InDesign, Microsoft Word

Education
CSU Sacramento   1997 — 2002
BS, Electrical and Electronic Engineering

Argonaut High School, Jackson, CA   1993 — 1997

Richard Green, JD, FAHP, FCEP Richard Green, JD, FAHP, FCEP Greater Los Angeles Area Details
Richard Green, JD, FAHP, FCEP's Thompson & Associates Experience March 2015 - Present
Job Owner, Richard P. Green & Associates, LLC
Industry Fund-Raising
Experience
Thompson & Associates   March 2015 - Present
Richard P. Green & Associates   January 1999 - Present
Betty Ford Center Foundation   May 2013 - November 2014
Pacific Legal Foundation  January 2011 - January 2013
Queen of the Valley Hospital Foundation   June 1999 - December 2010
East Texas Medical Center Foundation   November 1997 - October 1998
Nebraska Methodist Hospital Foundation   August 1991 - June 1997
Presentation Health System Foundation   August 1986 - June 1991

Skills
Planned Giving, Estate Planning, Non-profit Development, Philanthropy, Non-profits, Community Outreach, Board Development, Annual Giving, Stewardship, Volunteer Management, Public Speaking, Grant Writing, Strategic Planning, Program Development, Grants, Legal Writing, Legal Research, Research, Fundraising, Nonprofits, Non-profit..., Editing, Alumni Relations, Political Campaigns, Event Planning, Organizational..., Charities, Resource Development, Marketing, Community Development, Public Policy, Fundraisers, Public Relations, Prospect Research, Gifts, Non-profit Board..., Board Relations, Policy, Capital Campaigns, Board of Directors, Proposal Writing, Campaign Strategies, Management, Grassroots Organizing, Trusts, Strategic Communications, Board Governance, Newsletters, Politics, Volunteering

Education
The University of South Dakota School of Law   1971 — 1974
JD, Law

The University of South Dakota   1967 — 1971
BA, Government/History

De Smet High School   1964 — 1967
High School diploma

Michael Jansen Michael Jansen Austin, Texas Area Details
Michael Jansen's Thompson & Associates Experience November 2011 - August 2014
Job Director of Development at Texas State University
Industry Philanthropy
Experience
Texas State University  October 2013 - Present
Harvard Business Review  February 2012 - Present
Your Legacy   June 2011 - Present
Harris Connect  June 2011 - Present
College for Financial Planning  1991 - Present
Planned Giving Council of Central Texas   1987 - 2015
Planned Giving Council of Central Texas   1987 - 2015
Planned Giving Council of Central Texas   1987 - 2015
Thompson & Associates   November 2011 - August 2014
Far Vela Estates   November 2010 - November 2013

Skills
Financial Planning, Financial Analysis, Legacy Building, Change Management, Estate Planning, Policy/Procedure..., Fundraising, Non-profits, Strategic Planning, Public Speaking, Program Development, Staff Development, Team Building, Leadership Development, Budgeting, Philanthropy, Public Relations, Teaching, Customer Relations, Planning, Mentoring, Business Planning, Writing, Team Leadership, Board Development, Problem Solving, Research, Community Relations, Stewardship, New Business Development, Management Consulting, Conflict Resolution, Supervisory Skills, Administration, Policy, Customer Service, Program Management, Negotiation, Coaching, Nonprofits, Planned Giving, Strategic Financial..., Budgets, Grants, Volunteer Management, Management, Community Development, Project Planning, Community Outreach, Grant Writing

Education
University of Iowa   1989 — 1990
Doctor of Philosophy (Ph.D.) program (not degreed), Higher Education/Higher Education Administration, 3.50 out of 4.00

St. Ambrose University   1989 — 1991
Master of Accountancy, Accounting, 3.40 out of 4.00

St. Ambrose University   1987 — 1989
Master of Business Administration (MBA), Finance, General, 3.60 out of 4.00

College for Financial Planning   1988 — 1991
CFP, Comprehensive financial planning

St. Ambrose University   1972 — 1991
Bachelor of Arts, Accounting

Iowa State University   1971 — 1972
Electrical engineering

Thompson & Associates   2011 — 2011
Fellow in Charitable Estate Planning, Charitable Estate Planning

Assumption High School

Nancy M. Brown, CFRE, FCEP Nancy M. Brown, CFRE, FCEP La Crosse, Wisconsin Area Details
Nancy M. Brown, CFRE, FCEP's Thompson & Associates Experience September 2012 - Present
Job Vice President, Thompson & Associates
Industry Nonprofit Organization Management
Experience
Thompson & Associates   September 2012 - Present
LaGrange College  2014 - Present
Winona Health Foundation   April 2003 - August 2012
Winona Health  2003 - August 2012
Winona State University  May 2000 - March 2003
University of Wisconsin-Green Bay  January 1997 - May 2000
Marian University of Fond du Lac  October 1995 - January 1997

Skills
Fundraising, Planned Giving, Annual Giving, Philanthropy, Board Development, Grant Writing, Volunteer Management, Grants, Prospect Research, Alumni Relations, Program Development, Moves Management, Event Planning, Public Speaking, Non-profit..., Resource Development, Community Outreach, Donor Recognition, Strategic Planning, Baldrige Examiner, Lean Tools, Healthcare, Budgets, Organizational..., Nonprofits, Event Management, Strategy, Marketing, Higher Education, Editing, Major Gift Development, Capital Campaign..., Newsletters, Leadership, Donor Management, Non-profit Board..., Major Gift Solicitations, Annual Fund, Fundraisers, Donor Research

Education
University of Notre Dame   1993 — 1995
Master of Science Administration, Non-profit administration

University of Wisconsin-Madison   1983 — 1987
Bachelor of Arts, Journalism - PR

Darren J. Penny Darren J. Penny Sacramento, California Area Details
Darren J. Penny's Thompson & Associates Experience 2013 - Present
Job Vice President at Thompson & Associates
Industry Nonprofit Organization Management
Experience
Thompson & Associates   2013 - Present
California Dental Association Foundation   January 2009 - June 2013
PathLight International   January 2008 - December 2009
Azusa Pacific University  April 1997 - October 2005

Skills
Non-profits, Volunteer Management, Strategic Planning, Team Building, Public Speaking, Fundraising, Event Planning, Leadership Development, Marketing Communications, Community Outreach, Event Management, Leadership, Social Networking, Editing, Public Relations, Teaching, Social Media, Grants, Grant Writing, Program Development, Newsletters, Organizational..., Social Media Marketing, Nonprofits, Planned Giving, Healthcare, Estate Planning, Community Development, Major Gift Development, Annual Giving, Media Relations, Proposal Writing, Board Development, Stewardship, Major Gift Solicitations, Philanthropy, Strategic Communications, Resource Development, Moves Management, Non-profit Board..., Donor Recognition, Capital Campaigns

Education
Azusa Pacific University
MBA

Capella University
PhD in Process, Public Service Leadership

Bryan Irlbeck Bryan Irlbeck Greater Chicago Area Details
Bryan Irlbeck's Thompson & Associates Experience 2010 - 2011
Job Senior Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte  July 2013 - Present
Deloitte  August 2012 - July 2013
Walgreens  April 2011 - August 2012
Sweet Baby Ray's Barbecue   February 2010 - March 2011
Thompson & Associates   2010 - 2011

Skills
Accounting, Tax, Excel, Mergers, Due Diligence, Inventory, LIFO, Income Tax, Corporate Tax, Mergers & Acquisitions, Microsoft Excel

Education
DePaul University   2010 — 2011
Certificate

Washington University in St. Louis School of Law   2005 — 2008
Juris Docorate

University of Illinois at Urbana-Champaign   2001 — 2005
B.S.

Doug Olson Doug Olson Omaha, Nebraska Details
Doug Olson's Thompson & Associates Experience October 2006 - Present
Job Senior Vice President Thompson & Associates
Industry Philanthropy
Experience
Thompson & Associates   October 2006 - Present
Alegent Health  May 2003 - October 2006
Planned Giving Partners   2002 - 2003
Augustana College (SD)   2001 - 2002
Nebraska Methodist Health System  1997 - 2001

Skills
Philanthropy, Non-profits, Planned Giving, Charities, Estate Planning, Endowments, Annual Giving, Stewardship, Board Development, Fundraising, Campaign Strategies, Volunteer Management, Strategic Planning, Alumni Relations, Non-profit Board..., Grant Writing, Grants, Public Speaking, Capital Campaigns, Leadership Development, Major Gift Development, Community Outreach, Board Governance, Moves Management, Program Development, Non-profit Leadership, Leadership, Foundations, Resource Development, Major Gift Solicitations, Prospect Research, Community Development, Donor Management, Board Relations, Nonprofits, Fundraisers, Non-profit..., Board of Directors, Capital Campaign..., Donor Recognition, Trusts, Wealth, Annual Fund

Education
Augustana College (SD)   1974 — 1977
Bachelor of Arts (B.A.)

Luther Seminary   1977 — 1983
M.Div.

Sioux Falls Seminary   1999 — 2001
ABD, Doctor of Ministry program

Bellevue University   1999 — 2000
no degree, MBA program

University of Wyoming   1973 — 1974
Pre-Law Studies

Gary G Hargroves Gary G Hargroves Greater Minneapolis-St. Paul Area Details
Gary G Hargroves's Thompson & Associates Experience July 2011 - Present
Job Vice President, Thompson & Associates
Industry Nonprofit Organization Management
Experience
Thompson & Associates   July 2011 - Present
Hargroves & Associates   January 2007 - Present
Hargroves Dunlop Associates   March 2006 - June 2011
Courage Center  August 2009 - January 2011
University of Minnesota Medical Foundation   September 1986 - March 2007

Skills
Planned Giving, Philanthropy, Stewardship, Nonprofits, Estate Planning, Charities, Fundraising, Capital Campaigns, Volunteer Management, Non-profits, Major Gift Development, Charitable Trusts, Strategy, Fundraisers, Charitable Estate..., Non-profit Board..., Program Development, Community Outreach, Charitable Giving, Community Development, Non-profit..., Gifts, Raiser's Edge, Resource Development, Leadership, Donor Management, Annual Giving, Strategic Planning, Charitable Giving..., Non-Profit ...

Education
Morningside College   1961 — 1962
B.A., Philosophy and Religion

School of Theology, Claremont, Ca   1962 — 1967
Rel.D., Counseling

Buena Vista University   1958 — 1961
none, transferred to another college

Johnine (Johni) Hays Johnine (Johni) Hays Des Moines, Iowa Area Details
Johnine (Johni) Hays's Thompson & Associates Experience January 2012 - Present
Job President at Charitable Estate Planning Institute
Industry Philanthropy
Experience
Thompson & Associates   January 2012 - Present
Charitable Estate Planning Institute sponsored by Thompson & Associates   January 2013 - Present
The Stelter Company  2004 - December 2011
The Community Foundation of Greater Des Moines   2002 - 2004

Skills
Philanthropy, Planned Giving, Stewardship, Fundraising, Board Development, Annual Giving, Non-profits, Charities, Gifts, Prospect Research, Public Speaking, Grants, Grant Writing, Trusts, Program Development, Gift Planning, Community Outreach, Charitable Gift Planning, Volunteer Management, Retirement Planning, Estate Planning, IRAs, Alumni Relations, Nonprofits, Campaign Strategies, Non-profit Board..., Non-profit..., Foundations

Education
Drake University Law School   1988 — 1993
Juris Doctor, Law

Janice E. Thompson, Ph.D. Janice E. Thompson, Ph.D. Greater San Diego Area Details
Janice E. Thompson, Ph.D.'s Thompson & Associates Experience October 2008 - Present
Job Nutrition Business Consultant
Industry Food & Beverages
Experience
Thompson & Associates   October 2008 - Present
Herbalife International  February 2003 - September 2008
Ancile Pharmaceuticals   1998 - 2003

Skills
Nutrition, Strategic Planning, Regulatory Affairs, Biotechnology, Lifesciences, Product Development, Sop, FDA, Pharmaceutical Industry, R&D, Cross-functional Team..., Strategy, GMP, Science, Diabetes, Start-ups, Healthcare, Supplements, Consumer Products, Technology Transfer, Food Industry, Ingredients, Product Launch, Product Innovation, Commercialization, GLP, Validation, Personal Care, Microbiology, Analytical Chemistry, Formulation, Quality System, Clinical Trials, Chemistry, Laboratory, CAPA, Immunology, Medical Devices, Pharmacology, Biochemistry, Oncology, Biopharmaceuticals, Food Processing, Food, CRO, Market Planning, Global Marketing, Quality Assurance, Customer Insight, P&L Management

Education
University of California, San Diego   1976 — 1981
Doctor of Philosophy (Ph.D.), Oceanography, Marine Chemical Ecology

California State Polytechnic University-Pomona   1971 — 1976
Bachelor of Science (B.S.), Zoology/Animal Biology

Jeremy Pharr Jeremy Pharr Greater Nashville Area Details
Jeremy Pharr's Thompson & Associates Experience May 2002 - Present
Job Senior Vice President at Thompson & Associates
Industry Law Practice
Experience
Pharr & Thompson   January 2011 - Present
Thompson & Associates   May 2002 - Present
Jeremy Pharr, Attorney   May 2002 - Present
Lipscomb University  March 2007 - July 2013

Skills
Planned Giving, Philanthropy, Estate Planning, Non-profits, Fundraising, Annual Giving, Stewardship, Board Development, Trusts, Public Speaking, Wills, Charities, Estate Administration, Leadership Development, Staff Development, Volunteer Management, Event Management, Grants, Nonprofits, Alumni Relations, Employment Law, Board of Directors, Legal Writing, Non-profit Leadership, Campaign Strategies, Foundations, Legal Issues, Resource Development, Wealth, Litigation, Teaching, Leadership, Non-profit Board..., Community Development, Public Relations, Media Relations, Appeals, Community Outreach, Grant Writing, Non-profit..., Intellectual Property, Board Governance, Strategic Communications, Prospect Research, Event Planning, Corporate Law, Small Business, Higher Education

Education
Vanderbilt University Law School   1999 — 2002
J.D., Law

Harding University   1994 — 1998
Bachelor of Science (BS), Political Science and Government

Jason Meredith Jason Meredith Dallas/Fort Worth Area Details
Jason Meredith's Thompson & Associates Experience May 2006 - Present
Job Attorney Board Certified, Estate Planning and Probate Law
Industry Law Practice
Experience
MEREDITH PC   June 2006 - Present
Thompson & Associates   May 2006 - Present
-  July 1998 - Present

Skills
Charitable Trusts, Estate Administration, Estate Planning, Trusts, Estate Tax Planning, Powers of Attorney, Wills, Guardianship, Tax Law, LLC, Legal Assistance

Education
Texas Tech University School of Law   1995 — 1998
Doctor of Law (J.D.)

Texas Tech University   1995 — 1997
Master of Business Administration (M.B.A.), General Studies

Texas Tech University   1991 — 1995
Bachelor of Business Administration (BBA), Finance, General

Pam Davidson Pam Davidson Bloomington, Indiana Area Details
Pam Davidson's Thompson & Associates Experience 2010 - Present
Job President at Davidson Gift Design
Industry Fund-Raising
Experience
Thompson & Associates   2010 - Present
Davidson Gift Design   October 1999 - Present

Education
Indiana University Robert H. McKinney School of Law   1976 — 1979

Bert Ayers, AIA LEED BD+C Bert Ayers, AIA LEED BD+C San Francisco Bay Area Details
Bert Ayers, AIA LEED BD+C's Thompson & Associates Experience January 2010 - May 2011
Job Project Architect at Perry Architects
Industry Architecture & Planning
Experience
Perry Architects   October 2014 - Present
Brand + Allen Architects  September 2011 - September 2014
Thompson & Associates   January 2010 - May 2011
Huntsman AG   April 2005 - June 2009

Skills
LEED AP, Architectural Design, Design Research

Education
University of California, Berkeley   1999 — 2003
BA, Architecture

Chadwick

Shirard Thompson Shirard Thompson Washington D.C. Metro Area Details
Shirard Thompson's Thompson & Associates Experience 2006 - Present
Job Managing Partner at Thompson & Associates
Industry Law Practice
Experience
Thompson & Associates   2006 - Present

Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Courts, Commercial Litigation, Legal Assistance, Westlaw, Corporate Law, Mediation

Education
University of Missouri-Columbia

Charles Slamar Charles Slamar Greater Chicago Area Details
Charles Slamar's Thompson & Associates Experience 2011 - Present
Job Attorney at Law and Philanthropic Advisor
Industry Financial Services
Experience
The Charitable Estate Planning Institute   2012 - Present
Thompson & Associates   2011 - Present
Charles Slamar & Associates   November 2009 - Present
North Park University  December 2009 - May 2010
Bank of America  November 1990 - March 2009
Children's Memorial Medical Center  1981 - 1990
Lake Shore National Bank (nka JP Morgan Chase)   1979 - 1981

Skills
Non-profits, Fundraising, Charities, Litigation, Planned Giving, Philanthropy, Estate Planning, Public Speaking, Grants, Strategic Planning, Finance, Stewardship, Leadership, Community Outreach, Wealth Management, Asset Allocation, Nonprofits, Trusts, Investment Management, Financial Advisory, Board Development, Wealth, Tax, Foundations, Estate Administration, Investments, Proposal Writing, Annual Giving, Non-profit..., Volunteer Management, Alternative Investments, Non-profit Board..., Investment Advisory, Alumni Relations, Prospect Research, Board of Directors, Financial Planners

Education
John Marshall Law School   1979 — 1983
LLM, Taxation

Loyola University Chicago School of Law   1970 — 1973
JD

University of Illinois at Urbana-Champaign   1966 — 1970
BA, Political Science

Robert Manning Robert Manning Greater Atlanta Area Details
Robert Manning's Thompson & Associates Experience June 1992 - March 1997
Job Senior Vice President & General Counsel at Delta Community Credit Union
Industry Financial Services
Experience
Delta Community Credit Union  October 2010 - Present
The Hudson Family Foundation   May 2009 - Present
Valued Services Acquisition Company, LLC   March 2010 - October 2010
Financial Service Centers of America, Inc.   March 2008 - October 2010
Valued Services, LLC  March 2008 - March 2010
First American Holding, LLC   April 2000 - May 2004
Life Care Centers of America  June 1998 - March 2000
Leitner, Williams, Dooley & Napolitan   March 1997 - June 1998
Thompson & Associates   June 1992 - March 1997
Georgia Superior Court, Northern Judicial Circuit   June 1991 - May 1992

Skills
Civil Litigation, Financial Services, Executive Management, Employment Law, Mergers, Commercial Real Estate, Legal Writing, Mergers & Acquisitions, Policy, Corporate Law, Litigation, Finance, Risk Management, Due Diligence, Real Estate, Litigation Management, Loans, Budgets, Negotiation, Leadership, Licensing, Management, Consumer Lending, Securities, Business Strategy, Banking, Strategy, Credit, Mortgage Lending, Corporate Finance, Program Management, Investments, Portfolio Management, Insurance, Start-ups, Dispute Resolution, Legal Issues, Financial Analysis, Commercial Lending, Financial Modeling, Corporate Governance

Education
Georgia State University College of Law   1988 — 1991
Juris Doctor, Law

Loyola University New Orleans   1983 — 1987
BBA, Finance & Economics

St. Pius X

Brian Cotham Brian Cotham Fresno, California Area Details
Brian Cotham's Thompson & Associates Experience March 1994 - March 1996
Job Director of Procurement at California State University, Fresno
Industry Higher Education
Experience
California State University, Fresno  October 2008 - Present
Clovis Unified School District  July 2005 - August 2008
Clovis Unified School District  March 1998 - July 2005
Valley Sports  March 1995 - July 2000
Valley Children's Hospital  March 1996 - March 1998
Thompson & Associates   March 1994 - March 1996
United States Marine Corps  November 1989 - November 1993

Skills
Management, Public Speaking, Higher Education, Strategic Planning, Team Building, Program Management, Leadership, Community Outreach, Microsoft Office

Education
California State University-Fresno   2002 — 2004
Master of Arts, Education - Administration and Supervision, With Distinction

California State University, Fresno
Bachelor of Science (B.S.), Business Administration - Management Option, Cum Laude

Tony McCleery Tony McCleery Columbus, Ohio Area Details
Tony McCleery's Thompson & Associates Experience August 2002 - April 2005
Job Agent at New York Life Insurance Company
Industry Real Estate
Experience
New York Life Insurance Company  October 2015 - Present
Anthem Homes   January 2000 - Present
Anthem Contractors, Inc   January 2006 - October 2015
Thompson & Associates   August 2002 - April 2005

Skills
Investment Properties, Real Estate Development, Residential Homes, Sales Management, Contract Negotiation, Sales, Project Management, Team Building, Real Estate, Marketing Strategy, Strategic Planning, Management, Property Management

Education
Wright State University   1991 — 1992
Partial MBA, Marketing

The Ohio State University   1983 — 1988
Bachelor's of Mechanical Engineering B.S.M.E., Electromechanical Engineering

Karl Thompson Karl Thompson Greater New York City Area Details
Karl Thompson's Thompson & Associates Experience September 1989 - November 2012
Job Technology Project Manager / Software Designer for Financial Services Industry. Concurrent Project Management Experience
Industry Computer Software
Experience
Citigroup  November 2012 - Present
Citigroup  2012 - 2013
Pine Grove Software, LLC   2000 - November 2012
Thompson & Associates   September 1989 - November 2012
Deutsche Bank  2011 - 2011
Principled Capital Management  2001 - 2010
MKP Capital  2004 - 2009
Indus Capital  March 2001 - June 2007
Harvest Management  January 2001 - 2007
Tiger Management  March 1993 - May 2000

Skills
SQL Server, Visual Studio, Software Project..., Equities, Fixed Income, Visio, Options, Microsoft tools, Hedge Funds, Microsoft SQL Server, Software Development, SDLC, Microsoft Technologies

Education
Grove City College
BA, Communications

New York University
Programming

The New School
Programming

Unionville High School

Nathan Woodruff Nathan Woodruff Edmonton, Canada Area Details
Nathan Woodruff's Thompson & Associates Experience November 2001 - February 2011
Job Owner of Thompson Woodruff Intellectual Property Law
Industry Law Practice
Experience
Thompson Woodruff Intellectual Property Law   February 2011 - Present
Thompson & Associates   November 2001 - February 2011

Education
University of Alberta   2004 — 2007
LLB

University of Alberta   1997 — 2003
BSc, Engineering Physics

susann montgomery-clark, CAP, FCEP susann montgomery-clark, CAP, FCEP Birmingham, Alabama Area Details
susann montgomery-clark, CAP, FCEP's Thompson & Associates Experience August 2010 - Present
Job VicePresident at Thompson & Associates
Industry Nonprofit Organization Management
Experience
Thompson & Associates   August 2010 - Present
St Vincent's Hospital Foundation of Al.   2001 - 2010
United Way of Central Al.   1985 - 2000

Skills
Philanthropy, Annual Giving, Planned Giving, Community Outreach, Board Development, Charities, Grants, Fundraising, Public Relations, Strategic Planning, Capital Campaigns, Estate Planning, Donor Management, Fundraisers, Endowments, Program Development, Prospect Research, Grant Writing, Non-profit Board..., Public Speaking, Donor Recognition, Moves Management, Stewardship, Non-profit Leadership, Non-profits, Nonprofits, Major Gift Solicitations, Alumni Relations, Event Planning, Major Gift Development, Foundations, Social Services, Non-profit..., Board Governance, Community Development, Resource Development, Annual Fund, Volunteer Management, Direct Mail Fundraising, Campaign Strategies, Volunteer Recruiting, Volunteer Training, Raiser's Edge, Cause Marketing, Volunteering, Capital Campaign..., Social Entrepreneurship, Board of Directors, Association Management, Community Organizing

Education
The American College, Bryn Mawr, PA.   2007 — 2008
Chartered Advisor in Philanthropy

University of Alabama   1966 — 1970
B.S., Marketing

Frank Stepp Frank Stepp Dallas/Fort Worth Area Details
Frank Stepp's Thompson & Associates Experience August 2005 - Present
Job Sr. Vice President at Thompson & Associates
Industry Fund-Raising
Experience
Thompson & Associates   August 2005 - Present

Skills
Nonprofits, Philanthropy, Estate Planning, Board Development, Non-profits, Volunteer Management, Planned Giving, Strategic Planning, Charities, Endowments, Leadership Development, Annual Giving, Event Management, Higher Education, Organizational..., Program Management, Stewardship, Team Building, Non Profit Organization...

Education
Lubbock Christian University
B.A.

Scott Claeys, CAP, CFRE Scott Claeys, CAP, CFRE Greater Seattle Area Details
Scott Claeys, CAP, CFRE's Thompson & Associates Experience June 2015 - Present
Job Gift Planning Officer
Industry Fund-Raising
Experience
Thompson & Associates   June 2015 - Present
KCTS 9  April 2015 - Present
Foundations of MultiCare Health System   December 2008 - December 2014

Skills
Fundraising, Grants, Community Outreach, Nonprofits, Program Development, Strategic Planning, Volunteer Management, Leadership Development, Public Speaking, Philanthropy, Grant Writing, Annual Giving, Board Development

Education
The American College
Chartered Advisor in Philanthropy (CAP), Financial Planning and Services

University of Puget Sound
BA, Economics

Charmaine Hines Charmaine Hines United States Details
Charmaine Hines's Thompson & Associates Experience September 2013 - Present
Job Educational Consultant at Thompson & Associates
Industry Education Management
Experience
Thompson & Associates   September 2013 - Present
Galena Park ISD  January 2008 - August 2011
Galena Park ISD  August 2004 - January 2008
Galena Park ISD  August 2000 - July 2004
Crosby ISD  August 1997 - July 2000
Crosby ISD  August 1995 - July 1997
Galena Park ISD  August 1990 - July 1995
Houston ISD  August 1976 - July 1990
LaMarque ISD  August 1975 - July 1976

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Texas Southern University   1986 — 1988
Certification: Mid-Management, Educational Leadership and Administration, General, PK-12

Texas Southern University   1977 — 1982
Master of Arts (M.A.), Speech Communication and Rhetoric, K-12

Texas Southern University   1971 — 1975
Bachelor of Arts (B.A.), English and Speech & Drama, 6-12