Building Bridges Conference Presenters
About our Presenters!
Our Presenters are our TANGO Partners who are part of socially conscious businesses that truly care about the nonprofit sector. Because of our TANGO Partners (who pay to be on our Business Platform), Membership to TANGO is Free for nonprofits and we’d like to thank them for their support and helping Nonprofit organizations thrive.
We would also like to thank Andrea Barton Reeves from CT Paid Leave Authority who will be joining us as a guest speaker.
Hartford Yard Goats
Mike has spent 15 years in baseball, and more than 20 working in the field of marketing & communications. As General Manager, Mike oversees all sponsorship & ticket sales for the team, and handles all marketing strategies and implementation. Prior to joining the Yard Goats, Mike spent six seasons with the Pawtucket Red Sox; Triple-A Affiliate of the Boston Red Sox. Mike began his career in sales with Sports Radio WEEI; then the highest-rated sports radio station in the country. Mike serves as the Chairman of the Parks & Recreation Commission in Chester, CT. He is a proud Big Brother with Nutmeg Big Brothers Big Sisters. Mike lives in Chester with his wife Allison and daughters Emma, Sophia and Clara.
Energy Solutions Representative
Environmental Systems Corporation
Mr. Amedeo is responsible for assisting clients in reaching their energy reduction goals. He brings innovative thinking to the table, along with a modern approach to saving energy. Having gained significant field experience, he is knowledgeable in the HVAC-, lighting- and controls fields. Matt’s diverse skill set allows him to consult with clients in multiple ways, helping them save money and energy in their facility.
TCORS Capitol Group, LLC
John M. Bailey II has over two decades of experience in government relations and advocacy to the firm. His knowledge of the legislative and state regulatory process, long-standing personal relationships and depth of insight have made him an effective advocate for clients, which have included major national corporations, trade associations, non-profits, and organizations in the areas of education, housing, health care/medical supplies, gaming and waste management/recycling.
Drawing on his broad and extensive experience, John has distinguished himself as a knowledgeable, trusted and effective advocate for his clients in advancing their legislative goals. Prior to joining the firm, John served as Statewide Director of Legislative Affairs for the American Heart Association and has worked for a number of Constitutional officers and elected officials, including Lieutenant Governor Nancy Wyman, Congressman Joe Courtney, and Comptroller Kevin Lembo.
Hailing from a family with deep history in both Connecticut and national politics, John’s father, Jack Bailey, was Connecticut’s longest serving Chief State’s Attorney, his grandfather, John M. Bailey, served as head of the Connecticut Democratic Party as well as Chairman of the National Democratic Committee, and his aunt, Barbara B. Kennelly, was a former Connecticut Secretary of State and U.S. Representative. Committed to continuing a family legacy of public and political service, John is actively involved in his community and local political organizations. He has served on various Boards of Directors of area non-profit organizations and has been actively involved in local and statewide campaigns for every election cycle for the past 20 years.
John holds a BA from Roger Williams University and a Master in Public Policy from Trinity College. A lifelong Connecticut resident, he resides in West Hartford with his two children and a growing menagerie of pets.
Paul R. Ballasy, CPA, is a partner with CohnReznick and co-leads the efforts of our Firm’s Not-for-Profit and Education Industry Practice in New England. Paul has more than 29 years’ experience and devotes most of his time servicing not-for-profit and healthcare organizations providing audit, accounting, tax and consulting services. Paul serves as the lead engagement partner on many of the firm’s largest not for profit clients and has extensive experience with associations, foundations, arts and culture organizations, community health centers and social service agencies. Paul serves as a resource to professionals both in and outside the firm on the cost standards implemented by the State of Connecticut Office of Policy and Management (OPM). He has conducted numerous educational seminars on various topics relevant to the not-for-profit community. He is also very active on the CTCPA nonprofit committee which plans the annual nonprofit organizations conference.
Andrea Barton Reeves
CT Paid Leave Authority
Andrea Barton Reeves was appointed the first-ever chief executive officer of the CT Paid Leave Authority, bringing with her several years of experience leading programs that provide critical services for families. Prior to her appointment as CEO, Barton Reeves served as president and CEO of Harc, Inc., a large not-for-profit provider of services for people with intellectual and related disabilities and families.
Associate Health Care and Tax-Exempt Organizations, Practice Group
Julia P. Boisvert is an Associate in the Firm’s Health Care and Tax-Exempt Organizations Practice Groups. She assists hospitals, physicians, physician practice groups, social service providers, and other for-profit and nonprofit health care providers with a variety of health care regulatory, corporate, and business issues.
Julia has experience advising on corporate formation, governance matters, corporate transactions, employment matters, practitioner and facility licensure, Medicare and Medicaid reimbursement, HIPAA and privacy compliance, and fraud and abuse matters. She also has experience drafting a variety of agreements, including professional services agreements and employment agreements.
For nonprofit providers, Julia also assists with filing for recognition of tax exemption, board management issues, charitable giving matters, and general operational issues. Julia received her J.D., magna cum laude, from the American University Washington College of Law and her B.S. from Cornell University. She is a member of the American Health Lawyers Association and the Health Law Section of the American Bar Association.
American Health Lawyers Association
Connecticut Bar Association, Health Law Section
2019 New Leader in the Law, Connecticut Law Tribune
Listed in New England Super Lawyers Magazine® as a Connecticut Rising Star® for Health Care (2015-2020)
Listed in Best Lawyers in America® as “One to Watch” for Health Care Law
Vice President and Treasurer, Board of Directors of the Connecticut Family Support Network
HVAC Business Development Consultant
Environmental Systems Corporation
With over 19 years of experience in the HVAC industry, Joe Boissonneault has a strong track record of building relationships through his background in sales and management. Throughout the course of his professional career, he has worked in the field with technicians as well as trained staff in customer service and sales techniques. He has experience creating HVAC maintenance plans and providing estimates based on the account needs of new and existing customers and is adept at managing commercial sales departments to maximize profitability and efficiency. Always striving to support the type of atmosphere that encourages team building and personal growth, Joe brings his knowledge and experience to the Mechanical Services Business Development and Sales Management team at ESC.
Director of Energy Solutions
Environmental Systems Corporation
Mr. Cunningham brings over 12 years of experience in energy conservation to ESC where he is responsible for working with local utility companies to reduce energy consumption and costs to clients in New England. Prior to joining ESC in 2016, he spent a decade at Nxegen, an energy services company where he held a position as Director of Sales. Mr. Cunningham has played key roles in energy conservation projects for CT school systems, retail stores, home improvement stores and in the industrial market.
President and Principal Owner
TCORS Capitol Group
Mr. Deckman is the President and principal owner of the TCORS Capitol Group, LLC. Based in Glastonbury, CT, Mr. Deckman oversees all aspects of the company and client servicing. He directs strategic planning and management of the company as well as marketing and long term growth and business opportunities.
Mr. Deckman has successfully developed innovative ways to impact legislative and executive decision-making to help achieve the best results for his company’s clients. This proactive approach has produced numerous victories for clients with interests in the state budget and tax matters.
As the senior lobbyist of the TCORS Capitol Group, LLC, Mr. Deckman assists Fortune 500 companies and small Connecticut businesses with complex state and municipal procurement matters. Further, he has resolved many administrative inquiries for clients from a wide range of industries at both the state and local levels of government. Mr. Deckman regularly provides lead identification and relationship marketing services to clients looking to expand their business development efforts within the public and private sectors.
Mr. Deckman was selected by the Hartford Business Journal as one of the “40 Under Forty” for his professional accomplishments as a lobbyist in Connecticut as well as his community service. As executive director and lobbyist for several Connecticut non-profit educational organizations and institutions, he frequently serves as a media spokesperson and advisor on public policy issues of direct concern to those entities.
Born in New London, Connecticut, Mr. Deckman graduated from Assumption College and received the distinguished Crown and Shield Award in 1993. Subsequently, he earned a Masters degree of Public Administration from the Sawyer School of Management at Suffolk University, in Boston, where he was also selected to participate in the Dean’s Fellowship Program.
As a principal in blum’s Advisory Group, Christine provides audit and risk assessment services to a wide variety of companies and non-profit organizations, including foundations, colleges, universities, independent schools and healthcare organizations.
She provides services such as Sarbanes-Oxley readiness and compliance, corporate compliance, internal audit, risk management and assessment of internal controls.
Christine previously worked at Arthur Andersen LLP prior to joining blum.
VP of HR
Eric Elmendorf has worked in Human Resources for over 25 years. Although he has experienced much over those years, the pandemic was a new experience for him, as it was for all of us. Early on, he decided to stay on the course he always has, work within the existing and newly created labor laws, and take things one step at a time. His experience in human service management and broadcasting makes his work and home life interesting.
Director East Coast Operations CFO/Business Development Officer
Financial One Inc.
Patrick D. Gill, CPA is the Director of East Coast Operations for Financial One Accounting. Since 2015, he has lead the Connecticut office as CFO & Business Development Officer in providing outsourced accounting services strictly to non-profit organizations. Patrick has more than 25 years experience working within both public accounting firms & private organizations, and has devoted most of his time servicing the healthcare and non-profit industries. Prior to joining Financial One, Patrick served as the Director of Finance and Operations from 2009 – 2015 at East Catholic High School, which is a non-profit college prep catholic high school affiliated with the Hartford Archdiocese, serving a student body of 700+ students. There he managed and monitored all of the financial reporting, budgeting and operational logistics of the campus. He is a member of both the AICPA and CSCPA organizations.
Cyber terrorism has become a multi-billion dollar industry as have the security efforts to protect organizations from the damage it can do. With 58% of all cyber-attacks being against small to medium sized organizations, Michael has worked to design comprehensive cybersecurity solutions that are customized for the needs and constraints of small and medium sized organizations.
Having spent decades building his own businesses and helping others improve theirs, he is now laser focused on helping organizations survive the myriad of cyber threats they face every day. His passion for helping and growing businesses is not limited to those he operates; it extends to each and every client he serves. He approaches each engagement as if he were serving his own team. As President of Kyber Security, Michael has combined his 20+ years of experience in technology with his innate leadership skills and passion in order to set a new bar for excellence in cybersecurity services.
Recently certified as a woman owned business, owner Cate Heaman, is an experienced CEO with a demonstrated history of working in the telecommunications industry for over 20 years. Cate also brings along her strong education and professional skills in enterprise bill auditing and optimization, VoIP strategies (UCaaS, CCaaS), cloud transformation with a proven expertise in Avaya/Cisco and Microsoft Products. Cate uses her excellent sales skills and has a brilliance for connecting people and a continuing desire to give back to the community.
Senior Business Development Consultant
Cause Inspired Media
Eric, a Google Certified Professional, is a seasoned brand and marketing expert with over a decade of leadership experience. Since 2009, he has worked as a consultant to a number of nonprofit organizations. Over time he developed into a niche in technology-based marketing and brand management including website development, SEO, social media management, and creative content.
John (Jack) Horak
Director, Nonprofit Education and Consulting
John M. Horak, Esq. (Jack) joined TANGO on October 1, 2016 after a 36-year legal career at the Hartford office of the law fi rm Reid and Riege, P.C. Jack was a member of the fi rm’s Business Law Practice, where he created the firm’s Nonprofit Organization Practice Group. Jack was the principal author of the Reid and Riege Nonprofit Organization Report, a quarterly publication distributedthroughout the United States; and also regularly published articles and editorials on legal and policy issues in Philanthropy Magazine, the Hartford Courant the Connecticut Law Tribune, and the Hartford Business Journal where he writes a regular editorial column entitled “Rule of Law.”
Over his legal career Jack presented at various venues including the Commonfund Endowment Institute at Yale, the Aspen Institute and The Philanthropy Roundtable in Washington, D.C., the American Institute of Certified Public Accountants National Not-for-Profi t Industry Conference in Washington, and several others. He has also served as a board member of several nonprofit organizations in Connecticut. Jack was listed in The Best Lawyers in America® for Corporate Law and Non- profit/Charities Law (2009-2017) and earned an AV® Preeminent™ Martindale-Hubbell Peer Review Rating. Jack is a graduate of Dartmouth College and the University of Notre Dame Law School.
Director, Board Diversity Initiative
Frederick Jenoure, is director of TANGO’s Board Diversity Initiative and Consulting Practice. Fred has more than 30 years of experience in leadership positions with several prestigious institutions and community organizations, focusing on management and organizational structures, diversity and inclusion, supervisory training, property management, conflict resolution, and union negotiations.
Jenoure worked at the University of Hartford from 1993 to 2010, where he served in numerous leadership positions ranging from director of operations to university ombudsman to senior advisor to the president.
Jenoure was named Volunteer of the Year by the Urban League of Greater Hartford, and the Adult of the Year Award from the YMCA of Central Mass. He served as Chairman of the board of the YMCA of Central Massachusetts, Vice President of the Connecticut Council for the Advancement of Diversity, Secretary of the Board of Directors of the Urban League of Greater Hartford, and in similar senior positions on several nonprofit organizations in Massachusetts and Connecticut.
The Schuster Group
Gil spent over 25 years in the Employee Benefits division at the Aetna. During those years, he held several different sales and management roles throughout New England. Most recently as the Vice President of Sales and Service for Small Group and Middle Market for the CT and Maine Markets, responsible for driving new business and customer retention. He is passionate about helping employers find solutions in this very challenging Healthcare landscape.
Private Capital Group
With over 30 years of experience in the financial industry, Ben co-founded Private Capital Group in 2003 and currently is the Managing Member. Ben sought out to better fulfill the needs of clients with a “Serve First” philosophy. Ben worked as a Regional Director of Investments for CIGNA/Lincoln Financial Services from 1988 to 2003, gaining industry and practice knowledge from two leading financial institutions. Ben has also worked closely with endowments, foundations and charitable organizations for many years to ensure they receive unbiased, objective financial solutions uniquely catered to their specific needs.
Client Relationship Manager
Equifax Workforce Solutions
Nicole Korn has been with Equifax since 2005 and began her career as an Unemployment Insurance Consultant. In 2010, Nicole moved into an Account Management role where she has worked with clients of all sizes and industries for more than 9 years. She has extensive experience working with non-profit organizations and has a passion for helping companies manage their unemployment programs. She holds a Business degree from Lindenwood University and currently lives in St. Louis, Mo with her husband and 3 children. Interests outside of work include traveling, skiing, and spending time in the mountains or at the lake with her family.
J.P. Morgan Private Bank’s Specialized Strategy Equity Team
Nick Leventis joined JP Morgan in 2019 as an Executive Director and Senior Healthcare Analyst on the Specialized Strategies team. Mr. Leventis focuses on discovering innovative and disruptive healthcare technologies with large addressable markets.
Mr. Leventis has 11+ years of healthcare investment experience. Prior to joining JP Morgan, Mr. Leventis was a Senior Healthcare Analyst at Kingdon Capital Management where he was responsible for making investment decisions across the healthcare sector; he was previously an analyst at Allianz Global Investors.
Mr. Leventis received a bachelor of science in economics-finance and a minor in government from Bentley University.
The Schuster Group
Ryan Lawless is a Senior Consultant with The Schuster Group, LLC. His primary role is overseeing all aspects of the client relationship. Ryan represents his clients and is responsible for the delivery of services provided by The Schuster Group, LLC. Ryan is involved in all processes from the onset of the client relationship through to the implementation and delivery of services to employees. Prior to joining The Schuster Group, Ryan worked for Prudential Financial for 7 years. He is involved with Allied Rehabilitation in Enfield, CT as a Board Member.
Director of Program Development
Sonya Llewellyn is a certified human resources professional (SPHR, SHRM-SCP) with an extensive background in the nonprofit sector. She concentrated her early career at an organization that served the developmentally disabled. With over 25 years of experience, Sonya has dealt with the full spectrum of human resources issues, ranging from internal investigations to daily problem solving of employee relations. Sonya is an active volunteer at several local nonprofits and is a member of SHRM, NCHRA, and regularly attends conferences for continuing education.
CFO and Director of Quality Assurance & Process Improvement
Financial One Inc.
Jennifer Lohrer-Elstone serves as a Chief Financial Officer for a range of clients at Financial One Accounting. She holds her CPA designation and has a Master of Science in Accounting from Eastern Michigan University. Prior to joining FOI, she started her accounting career at Baker Tilly, a mid-market public accounting firm. While there, she filled many roles and served a range of clients in both the tax and audit practices. Most recently, she managed assurance engagements serving non-profit clients, participated in new business development, and was tapped to author and present technical trainings both locally and across the firm.
She joined Financial One in November of 2017 to continue her work with a diverse set of clients in the non-profit space. In 2020, she added the role of Director – Quality Assurance & Process Improvement for the firm.
In addition, Jennifer has facilitated trainings for a number of non-profit boards as well as volunteered as author and presenter for the MICPA on non-profit and assurance topics. Before she came to be a CPA, Jennifer followed her passion for teaching and music through her pursuit of two degrees in music performance (clarinet) along with managing a private studio.
Michael S. O’Neil
Sr. Vice President, Strategy & Development
With a master’s degree in counseling psychology and 20+ years’ worth of “skinned knees and bloodied knuckles that come with driving change in healthcare,” Michael O’Neil’s experience and passion lie at the core of Healthcare Bluebook’s purpose: to protect patients by exposing the truth and empowering choice.
To that end, Michael and his team work closely with employers, providers, and patients to deliver outsized gains in healthcare savings, safety and service to plan sponsors and patients alike. Most recently, the strategy and development team rolled out Bluebook’s Value-Certified Program (VCP), a bundling and direct-contract solution that generates deep savings for plan sponsors and their members by identifying and directly negotiating lower prices with the highest-quality providers.
Before joining Bluebook, Michael was the Chief Executive Officer for Clinically Home, a physician group model focused on providing safe acute care allowing patients to remain in the safety and comfort of their own homes in the acute and post-acute stages of care.
In previous roles, Michael served as SVP for HealthSpring (later acquired by Cigna) where he led the strategy and development team to successfully create virtual, integrated delivery systems to improve patient outcomes; and prior, as a General Manager at Healthways with a focus on population health and behavior change.
Michael began his professional career writing and producing for television, print, and film. During this time, he co-produced The Emperor’s Club, a feature film released by Universal Pictures. Michael was also part of a three-person launch team for two start-up divisions at Cowles Enthusiast Media, a multimedia company.
Albert Petrunti is the founder/President of Awecast and founder/President of Panoptic Resources. He’s been a content producer for over 25 years, creating marketing content for small and large organizations for television and digital media. His skills also include performing video forensics and deploying remote surveillance services. Albert is an experienced technologist, having served in various roles as Director of Information Technology & Systems for United Health Group, Open Solutions (now Fiserv) and Bozzuto’s. Albert founded Awecast – a digital video production company – in 2006, initially capitalizing on the transition from analog to digital media. He now leads his team of digital storytellers, helping nonprofits tell their stories! With a philanthropic approach, he serves nonprofit organizations, ensuring they have access to the same quality video production services as their for-profit peers.
Albert is a proficient UAV pilot with over 5 years of experience and is FAA certified for commercial drone flight. Panoptic Resources specializes in remote surveillance, law enforcement consulting and training, construction site monitoring, aerial imaging, drone program consulting, and event security.
Heidi Posada has been a Producer for 501(c) Services since 2010. She started her nonprofit career as a teacher at the La Crosse Area YMCA in Wisconsin. After graduating from college, Heidi moved to California where she continued her nonprofit career with the YMCA as a Youth Sports Director and as an Associate Executive Director. Later, Heidi joined the American Cancer Society California Division.
As a Producer for 501(c) Services, Heidi has moved from raising money for local nonprofits to saving money for nonprofits on a national level. She remains the organization’s primary account representative for YMCA’s. When Heidi is not working, she enjoys spending her free time playing sports, hiking, travelling, and volunteering for her favorite local event, Bark in the Park.
Neil W. Roberts
Vice President of Underwriting & Account Management
The Schuster Group
Neil W. Roberts is Vice President of Underwriting & Account Management with The Schuster Group. Neil joined the Schuster Group in 2013 to streamline and grow the agencies Employee Benefit division’s risk analysis and financial management disciplines. A majority of his work is focused on servicing not-for-profit agencies with regards to cost containment and planning strategies using data specific evidence. Neil has a proven expertise in alternate funding and captive arrangements has helped employers manage healthcare costs more effectively. In addition to consultative work in the field, Neil also oversees the Schuster Group’s Employee Benefits – Account Management & Service division. Neil has held a variety of advisory positions with many of the regional and national insurance companies. Currently, Neil is a member of both Roundstone Insurance and Prohealth Physicians large group market advisory councils and frequently participates in Connecticut’s Move to Value Alliance (MTVA). Neil has partnered with the Validation Institute; which promotes information for employers regarding healthcare purchasing strategy and cost containment. Through this work, Neil has authored and moderated the Institutes Captive Module within their online certification program distributed nationally . Neil has over 17 years of insurance experience in the areas of Contracts, Implementation, Underwriting, Product Development, and Management. Through TANGO, Neil volunteers time to the organization and takes an active role in fundraising as the TANGO Foundation’s Treasurer and volunteers time in support of other local non-profit agencies. Prior to joining the Schuster Group, Neil worked for Cigna and Aetna, respectively, over a 10 year period of time. Neil is a graduate of Assumption College with a degree in Economics.
Global Director Restructuring and Dispute Resolution Practice
Cynthia Romano is the Global Director of CohnReznick’s Restructuring and Dispute Resolution practice. With 30 years of experience in performance improvement, turnaround management, transaction support, and investment analysis, Cynthia’s work has added significant value to middle market companies in healthcare, manufacturing, education, technology, security, distribution, professional services and not-for-profit. She is well known in the market and the recipient of numerous awards including Smart CEO Brava Award winner honoring top female CEOs and co-winner of the Turnaround Management Association (TMA) Small Company Turnaround of the Year. She also has numerous board seats, panels, and publications to her credit including for ABI, TMA, HBS, MIT, the Nassau County and Boston Bar Associations, Exit Planning Exchange, Debtwire, and the ABF Journal. Ms. Romano holds degrees from Brown University and MIT is also a TMA Certified Turnaround Professional (CTP).
President of Business Operations
Bridgeport Sound Tigers
A nearly 20-year veteran of the sports and entertainment industry, Brent Rossi was named Bridgeport Sound Tigers President of Business Operations on Oct. 1, 2019.
He joined the New York Islanders’ American Hockey League affiliate from Pegula Sports and Entertainment (PSE), which manages the business operations for properties such as the Buffalo Bills, Buffalo Sabres, Buffalo Bandits and Rochester Americans. He served as Executive Vice President of Marketing and Brand Strategy and led all marketing functions at PSE for five years from 2014-19.
In April 2018, Rossi was selected to Sports Business Journal’s “Forty Under 40” list for his success in business and innovation.
Prior to his time with PSE, the Port Colborne, Ontario native served as Vice President of Marketing and Brand Strategy with the Buffalo Sabres from 2012-14. He has also helped lead marketing initiatives for the Harlem Globetrotters, World Wrestling Entertainment (WWE), the Philadelphia 76ers and Comcast-Spectacor.
Rossi attended Old Dominion University and earned a Master’s of Science and Education degree in sports management in 2003. He also received a Bachelor of Science degree in sports management at Brock University (St. Catharine’s, Ontario, Canada) in 2001.
Insurance Provider Group
Augusto is a Certified Insurance Counselor with over 30 years experience in the insurance industry. In 2000, Augusto left his insurance career to work as the Director of Development for HOPE worldwide New England, a faith-based NGO in Andover, Massachusetts. He raised money to support orphaned and abandoned children in Romania and other Eastern European countries. In 2003, Augusto and his family relocated to Farmington, CT where he resumed his insurance career with Insurance Provider Group.
Augusto regularly participates in data breach symposiums and webinars designed to heighten awareness of cyber liability exposures and to offer practical solutions on how to deal with the burgeoning problem of data breach to businesses and organizations. He was a regular presenter for Lawyers Clearinghouse, founded by the Boston Bar and Massachusetts Bar Associations, on the topic: Navigating the Waters of Insurance and Risk Management for Nonprofits. He has developed exclusive insurance programs for industries including Nonprofits and Human Service Organizations, Healthcare and Manufacturing sectors. Augusto works with clients ranging from startups to nationally recognized companies. He was the president of the Professional Insurance Agents of CT (PIACT) Association in 2013-2014. Augusto received the CT Professional Agent of the Year award in 2015 and later received the 2016 National Professional Agent of the Year. He chairs the Economic Development Commission for the Town of Farmington and has been appointed to the Insurance Task Force created by the CT Senate. He holds a BA from Tufts University (cum laude).
Chair of Tax Exempt Organizations Practice Group
Edward B. Spinella is a member of the Firm’s Business and Finance Department and the Chair of the Tax-Exempt Organizations Group. He is also a member of the Privately Owned Business, Education and Health Care Practice Groups, as well as the Innovation Team.
Ed serves as general counsel to a diverse array of non-profit organizations including start-up public charities, social service providers, other healthcare organizations, private foundations, social clubs and trade associations. Recently, he has counseled clients in connection with cutting-edge projects such as the creation of integrated affiliated systems containing non-profit and for-profit organizations as well as the conversions of non-profit entities into for-profit entities and vice versa. Ed regularly advises his clients regarding mergers, including mergers of religious institutions such as synagogues and churches, affiliations, joint ventures and other collaborations. He has familiarized himself with the non-profit sector generally by speaking to non-profit executives, volunteer fiduciaries and advisors.
In addition to his tax-exempt organizations practice, Ed regularly provides general counsel services to various for-profit entities with an emphasis on closely-held businesses and entrepreneurial start-ups.
He was an active member of the Connecticut Bar Association’s LLC Act subcommittee in connection with its overhaul of the LLC Act and will be actively involved with the Bar Association’s anticipated overhaul of the CT Revised Nonstock Corporation Act. He received his B.A. from the College of Holy Cross and his J.D. from the University of Connecticut Law School.
Managing Principal of The Schuster Group and President & Founder of TANGO
The Schuster Group & TANGO
Rollin G. Schuster Jr. is the Managing Principal of The Schuster Group, formally Schuster Driscoll, LLC, a Financial Services Firm specializing in Employee Benefits, Retirement Planning, Human Resource Consulting and Executive Compensation. Rollin began his financial services career in 1983 with MassMutual. After nine years of success he had a desire to build an independent financial services practice and created Schuster Driscoll, LLC. For the last 25 years he has focused on providing clients with innovative employee benefit strategies. Under his guidance the firm has grown to become one of the region’s largest independent benefit consulting firms with offices in Connecticut, Rhode Island and Massachusetts. Rollin is also a Partner of Insurance Provider Group, LLC (IPG) a property casualty insurance agency. This organization offers insurance and risk management strategies from a portfolio of leading carriers.
Rollin serves on the NFP Benefits Partner Broker Advisory Board as well as numerous carrier advisory boards. He is also a member of Connecticut Benefit Brokers and the National Association of Health Underwriters. He is a frequent speaker on the Affordable Care Act and other industry related topics. Rollin’s affinity for serving the nonprofit sector inspired him to create a nonprofit; The Alliance for Nonprofit Growth and Opportunity, Inc. (TANGO) which he now serves as President. This organization provides resources to over 1100 nonprofits helping them further their mission and create positive change in the sector.
Rollin’s nonprofit involvement includes serving as Treasurer on The Board of Directors of CW Resources, Inc., The Chair of The Board of Directors of Qualidigm, Member of the Compensation and Benefits Committee of Renbrook School, Corporator of CCARC and Connecticut Community Care, Inc. Rollin is a graduate of Franklin Pierce University and holds numerous insurance licenses and is a registered representative with Kestra Securities, Inc. He is also an Investment Advisory Representative (IAR).
Director, Strategic Initiatives
Environmental Systems Corporation
Pat Sullivan has had a career in senior leadership positions leading building and real estate teams in sales, service and marketing on a national level. Most recently, as the National Vice President of Century 21 Real Estate LLC, he led the team overseeing the market share growth of over 1200 franchisee companies. As the Director of Strategic Initiatives for ESC, Mr. Sullivan is responsible for growing the market share through organic growth as well as serving as a resource for the team leaders at ESC. His career in building and real estate on a national level makes him uniquely qualified to assist building owners on assessing their current facility status and advise on what cost and energy effective measures to take for short and long term gain.
Director, Assurance & Advisory Services
Amber specializes in providing auditing services to not-for-profit clients. She began her career at a national firm, performing financial statement audits in not-for profit, manufacturing, distribution and retail industries. Amber is focusing her time in the not-for-profit industry with her technical expertise focusing on areas including but not limited to social services, performing arts and museums. She is also proficient at government single audits for Federal and State compliance.
Amber excels at providing superior customer service and works with her clients to keep up to date on financial statement changes, requirements and compliance issues. She is also actively involved in the community as a board member and volunteers with various organizations. Amber is also giving back to her profession teaching an audit course to juniors and seniors at Eastern Connecticut State University
Amber earned her BS in Accounting from Eastern Connecticut State University and MS in Accounting from University of Hartford. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CTCPA).
Roberta (Bert) Wachtelhausen is the visionary and strategic leader of WellSpark Health. She is a recognized expert in health care and wellness, with more than 30 years of experience. Under Bert’s leadership, WellSpark delivers a suite of programs designed to support the modern workforce in preventing and managing chronic disease. Working with WellSpark, employers create a culture of health moving even the hardest-to-move employees to a more enduring well. This ultimately leads to mitigating future healthcare costs, improving productivity and engagement, and reducing absenteeism.
Prior to leading WellSpark, Bert was Senior Vice President, Chief Sales and Marketing Office for ConnectiCare. She has also held senior leadership positions at national and regional health plans, including Cigna, Meritain and LifeCare. In addition, she co-founded a health benefits startup, Averde Health.
Bert was recently named a 2020 Distinguished Alumna by the UConn Neag School of Education. In 2019, she was named Chief Marketing Officer of the Year by the Hartford Business Journal. Bert has a bachelor’s degree from the University of Connecticut’s Neag School of Education and was a Division 1 athlete for the Huskies. She completed graduate-level coursework at the University of Hartford studying Organizational Behavior.
Bert currently serves on the board of directors for the Connecticut Women’s Hall of Fame and volunteers her time with several non-profit organizations including Habitat for Humanity, Junior Achievement, and Special Olympics.
V.P. Commercial Lines
Insurance Provider Group
Bethany began her career at State Farm Insurance where she developed a passion for commercial insurance. As an Account Manager she managed new product sales, eligibility review, underwriting, and annual premium audits. While at State Farm her love for the community began with her participation in organizing the annual Comedy for Cancer to benefit Lynch Syndrome as well as organizing annually the Polar Plunge to raise money for the Special Olympics.
Moving to USI Insurance Services, Bethany’s focus moved to Risk Management for International Businesses and Domestic Financial Institutions. Her Paralegal Certificate from the University of Connecticut supported her attention to client risk and exposure management. Keeping her energy for community involvement, she organized the Give Back program for the USI Meriden office and coordinated volunteers for the Annual Stand Down Day for Homeless Veterans. She worked with Meriden Children and Family Services to sponsor families which provided them with a full Christmas experience and partnered with the Be Homeful project/ the Connecticut Coalition to end Homelessness.
This passion to serve the non-profit sector led Bethany to join Insurance Provider Group. The match for client dedication and service; and the love for community involvement became the perfect match.
Thank you to our Partners
TANGO has put together a team of partners who can provide seasoned advice and counsel within many areas of expertise. We have learned there are often times when nonprofit organizations are faced with strategic or operational business decisions where consultation from an outside voice can ensure they are making the best decision for the organization’s future.