TANGO Building Bridges 2021 Nonprofit Week Presenters
About our Presenters!
The Presenters are TANGO Partners, who are 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.
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.
Director of East Coast Operations
Financial One Inc.
Patrick Gill is a CPA and earned a Bachelors degree in Accounting from Central Connecticut State University in 1990. Patrick began his career as a Staff Auditor with Ernst & Young in Hartford, CT. He worked exclusively on contracts with the State of Connecticut Department of Social Services, auditing Medicaid rates issued to nursing homes and group homes for the mentally challenged.
For the majority of his career, Patrick worked in public accounting firms that have specialized in serving the non-profit community. Most recently, from 2009 to 2015, he was the Director of Finance and Operations for East Catholic High School, which is a 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 logistic of the campus.
Patrick joined Financial One in 2015 as the CFO / Business Development Officer of the firm’s Connecticut location. His prior public accounting experience has allowed him to assist his clients with complex issues and provide them with the expertise they need to carry out their missions.
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.
President, SHRM-SCP, SPHR
Start with HR
Kelly Hasenbalg, a certified professional with over 20 years of experience in the Human Resource field, served as the Director of Human Resources at both The Loomis Chaffee School and Avon Old Farms School. She holds a deep understanding of what it takes to serve both the mission of the institution as well as the needs of the faculty and staff. In her 15 years working within the independent school setting she created HR departments and built teams that supported the school with every facet of the Human Resource function
The unique foundation of skills Kelly built from both her Undergraduate degree in Psychology and Social Rehabilitation and her Master’s in Social Work from Boston College allow her the ability to assess and identify people’s needs. She is skilled at creating and implementing solutions and delivers high quality HR support to institutions and the employees who serve it. She is certified by the Society of Human Resource Management (SHRM-SCP) and the HR Certification Institute (SPHR) as a Senior Professional in Human Resources.
CEO and Principal
Cate Heaman is the CEO of a woman owned business, demonstrating 23 years of experience in the telecommunications industry. Cate has a strong education and professional skills in enterprise bill auditing and optimization, contact center, cloud transformation strategies, and has many years as planning expert and proven expertise in Avaya/Cisco and Microsoft Products. Cate uses her unparalleled sales skills with a brilliance for connecting people and a continuing desire to give back to the community.
Cate has been a founder and CEO of businesses in the Philadelphia region since July 2005. As a CEO, Cate leads with purpose, courage, humility, and character. Her role is to instill confidence in the eco-system of the team, partners, and clients to achieve high-performance for all. As a woman owned leader, Cate celebrates and advocates for the power of individual differences, diversity and inclusion and racial equality for all.
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.
Vice President of Operations
Brent Jones is a Vice President of Operations with 20 years of leadership experience in the telecommunications space. He is currently serving as VP of Operations for Prelude Solutions.
Prior to telecom, Brent began his career as a 911 dispatcher. Along with intense on-you-feet problem solving skills, honed early on, dispatching also taught Brent how to work with a wide variety of goals and constantly changing variables. This high-pressure environment provided an invaluable education with critical problem solving as he moved onto the fast-paced competitive world of telecommunications. Brent dove into the telecom world in the customer care department and advanced through the ranks, initially as supervisor and then management roles, where he thrived with building teams that shared best practices and improved industry knowledge as fast as the technology itself was changing. He was then promoted to upper-level executive support for enterprise clients as well as corporate sales.
During these 10+ years of working directly for two of the largest telecommunications companies, Brent saw his share of how clients’ needs were not always properly cared for by the carriers. Next, Brent transitioned away from working directly for telecom carriers and instead into independent consulting. He uses his vast telecom carrier knowledge to advocate for the best services for his clients at the most reasonable delivery of service and cost.
In closing, the problem solving and industry knowledge that Brent possesses, is a value add for his clients. Even more so, his ability to build a strong team with equally impressive backgrounds and then cultivate knowledge shared within that team, is a huge asset for his client’s interests.
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.
Senior Director of Business Development
Brett Kahn is the Senior Director of Business Development at Prelude Solutions with more than 10 years of experience in sales, business development and client relations. Brett began his career as a sports media relations assistant at Delaware State University where he was directly responsible for all aspects of three Division I teams. Brett then transitioned those skills in desktop publishing and writing into the online sports publishing world and subsequently held two corporate public relations roles. It was in the corporate PR world in which he generated millions of media impressions for various sports-lifestyle related clients such as Pepsi and Turner Sports.
He then spent the past 8-plus years as a senior advertising sales director for the largest in-stadium sports publications publisher in the country. While in that role he credits ranking as the highest grossing sales representative in Pennsylvania for the past 6 years and top-20 companywide in new sales each of the past 6 years with putting his client’s needs first and growing meaningful professional relationships. Brett’s strong commitment to understanding and developing a vast knowledge of his clients’ key issues and how current solutions can keenly solve those priorities makes Brett a valuable asset to his current and future clients.
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.
Executive Director of Professional Programs and Partnerships
Franklin Pierce University
Heather LaDue currently serves as the first executive director of professional programs and partnerships at Franklin Pierce University. In this role she helps employers strengthen their workforce through nonprofit, accredited, customized and affordable learning solutions designed for working adults. LaDue’s foray into higher education came at Southern New Hampshire University, where she created educational opportunities for businesses nationally. Her previous experience was a B2B Director working with Fortune 500 companies in financial services, outsource human resource services, and technology solutions. LaDue’s corporate experience has enabled her to help employers by enhancing the skillset of their employees.
Heather successfully launched and serves as chair of #TechWomen/TechGirls which is a N.H. Tech Alliance initiative focused on building a strong community of female professionals enthusiastic about technology. She serves as a member of the N.H. Workforce Development Committee.
Heather has a Bachelors in Marketing from Plymouth State University, Masters of Science in Organizational Leadership, Graduate Certificate in Human Resource Management, and several sales certifications. She resides in southern N.H. and when not working, Heather enjoys outdoor activities with her family, social engagements and traveling across the globe at every opportunity.
Senior Consultant, Corporate Benefits
Ryan Lawless is a Senior Consultant with NFP. 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 NFP. 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 NFP, 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 resource 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.
Director of Channel Alliance and Partnerships
Sarah Mamzic is Prelude’s Director of Channel Alliance and Partnerships. She has over 15 years of professional experience in the telecommunications, IT, and tech industries. She is responsible for developing and maintaining partnerships and overseeing and managing the Channel for Prelude Solutions. Her job role entails building and maintaining a channel of agents that support Prelude Solutions, along with managing and training agents on Prelude’s services.
She started in the telecommunications industry in 2009 where she climbed her way to a Channel Management position with a local carrier. She helped maintain and build relationships with agents, provided trainings on services and products, and assisted in sales and marketing efforts for the company. She left the telecom industry for a few years to start her own consulting business focusing mainly on IT and tech companies. She helped with finance, operations, sales, and marketing efforts. Recently, she has found her way back in the telecom world and enjoys helping customers find the best solutions for their business.
Sarah has a B.S. in Marketing and Finance from Philadelphia and has experience in management, sales, marketing, and business development.
Patricia E. McGowan, 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. Pat has more than 30 years of public accounting experience. Pat’s primary focus throughout her career has been in serving not-for-profit organizations of all types including educational institutions, private and community foundations, social service organizations, developers of affordable housing and arts and cultural organizations. Pat’s focus has been in providing specific expertise in endowment-related matters and complex organizational structures. Pat regularly provides guidance on issues related to investment and endowment accounting and reporting, including alternative investments, revenue recognition, financial statement presentation, organizational structuring, internal financial reporting, corporate governance and Form 990 compliance.
Pat is responsible for planning, managing and supervising engagements governed by Federal and State of Connecticut Single Audit Acts, and those subject to Government Auditing Standards.
Pat is also a member of CohnReznick’s Affordable Housing Industry Practice in New England. Her clients include not-for-profit developers of affordable housing financed through the Department of Housing and Urban Development, Connecticut Housing Finance Authority, HOME Investment Funds, Connecticut Department of Housing, Massachusetts Development of Finance Agency, and Community Economic Development Assistance Corporation.
Pat regularly presents webcasts and authors articles on issues impacting the not-for-profit sector. She is responsible for developing CohnReznick’s National Not-for-Profit Continuing Education curriculum and is a national instructor with CohnReznick’s Leadership and Development Team, teaching not-for- profit and affordable housing technical courses and staff development programs.
Chief Human Resource Officer
Reliance Health, Inc.
Laura has an integral role in the C-Suite for Reliance Health and provides comprehensive strategies, technical skills, regulatory compliance, and oversees all areas related to Human Resources. In her position, she has the great opportunity to help lead Reliance Health to be named by the Hartford Courant as a Top Work Place which they have been awarded since 2011. She began her career in the non-profit sector while in college and also enjoyed her time working within several law firms learning about employment regulations. This led her to her career of working in Human Resources for Reliance Health, over 25 years ago. What began as a human resource department of one, supporting 65 employees, has now grown to a department supporting over 270 employees.
She is also actively involved in the community as a board member of the Eastern Connecticut State University Employer Advisory Board and volunteers with her local Board of Education as a parent representative for special committees. As a certified trainer of EQ, Laura has taught Emotional Intelligence with Reliance Health to various community organizations.
Laura earned a student excellence award for her graduate work while pursuing her Master’s in Industrial Psychology at Eastern Connecticut State University. She has her Bachelor’s of Arts degree in Psychology and holds an Associate’s Degree in Human Services. Laura also maintains her Professional in Human Resources certification (PHR) and Society Human Resource Management certification (SHRM-CP). Laura is a member of the Society Human Resource Management (SHRM) and a member of the Eastern Chamber Human Resource Leadership Association (HRLA).
Franklin Pierce University
Dr. Maria Minor worked 23 years for Verizon Communications as a manager in Customer Service, Marketing, Engineering, and Project Management. She works full time for Franklin Pierce University as an assistant professor teaching MBA courses. She has a Graduate degree in Management and a Doctorate in Organizational Leadership. She has published several articles on Cyber Bullying in Higher Education, Instructor Social Presence, a variety of organizational behavior topics, and has presented papers at various conferences like IBAM and the Sloan Consortium. She writes monthly for ForbesWomen. She also holds a CP certification from the Society of Human Resource Management.
CLA (CliftonLarsonAllen LLP)
Danielle has more than 19 years of experience in compliance, research, tax, auditing and consulting with a focus on nonprofit organizations. She provides audit services to nonprofit clients throughout Massachusetts. Danielle has experience working with various health care and public sector nonprofit clients as well as her past employment in private industry in internal audit which enables her to provide various audit compliance and research service.
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.
Community Engagement Manage
Sam Provost is the Community Engagement Manager for the Bridgeport Islanders and Webster Bank Arena. He originally joined the organization in 2020 as a Group Sales Representative before transitioning to his current role this past spring. During his time in Bridgeport, he developed their new Nonprofit of the Night program and currently heads their Isles in Action volunteering initiative. Sam is the primary contact for all Nonprofits who are interested in coming out to a game or being involved with one of the Islanders various community programs.
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).
Managing Director, NFP
President & Founder, TANGO
Rollin Schuster is a Managing Director at NFP one of the country’s largest insurance and financial services advisory firms. In 2020 Rollin’s prior firm The Schuster Group was acquired by NFP.
For the last 30 years he has focused on providing clients with innovative employee benefits and insurance strategies.
Rollin’s involvement in NFP dates back to 2005 when his firm became an NFP Benefits Partner. He has served on the NFP Benefits Partner Broker Advisory Board as well as numerous insurance 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 industry related topics.
Rollin’s affinity for serving the non-profit sector inspired him to create a non-profit; The Alliance for Non-Profit Growth and Opportunity, Inc. (TANGO) which he now serves as President. This organization provides resources to over 1400 non-profits helping them further their mission and create positive change in the sector. www.tangoalliance.org.
Rollin’s nonprofit involvement also includes serving as President of the TANGO Foundation, Chair of The Board of Directors of CW Resources, Inc., The Past Chairman of The Board of Directors of Qualidigm, member of the Franklin Pierce University College of Business Advisory Board, participant on 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). He lives in Simsbury, CT and Martha’s Vineyard, MA with his wife, has three children and loves fly fishing and the outdoors.
President and CEO, Kennedy Center
Rick is passionate about creating environments where all people excel, explore and live their aspirations and dreams. He advocates for collaboration, self-determination, self-sufficiency and community engagement through the alignment of policy, provision of appropriate services & supports, and the creation of meaningful and dignified employment. Rick believes public policy can be aligned to meet the needs of the individual and public/private partnerships are vehicles for that alignment. Rick seeks opportunities to collaborate with other organizations to collectively scale the impact of employing people who have the greatest challenges. Rick is a change maker and committed to being an influencer in building Communities and Economies on Purpose.
Rick is the President/CEO at The Kennedy Center and volunteers his time and talents in a variety of community initiatives which improve the quality of life for all. He is married and enjoys spending time with his 4 children and 5 grandchildren and loves The River (St. Lawrence in the 1000 Islands). Backpacking the Appalachian Trail and the many National Parks and Forests, mushroom and ramp foraging, wine and charcuterie making, fly fishing, skiing and traveling are all goto hobbies and interests.
Deputy Chief of Business Development
Jessica Smith is Deputy Chief of Business Development for The Connection and leads the Institute for Innovative Practice. Her role is to support all business development ventures of the organization through consultation and project management. She is passionate about cultivating revenue streams that further the overall growth and expansion of nonprofit organizations, support mission advancement and ensure stability over long-term change and development. Jessica began her career as a Licensed Marriage and Family therapist specializing in trauma and addiction treatment. She has provided nonprofits targeted business strategies for over 17 years, specializes in facilitating teams across large organizations leading transformational initiatives from the conceptual stage through operational success.
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.
Bob Thomas has spent his entire career in and around business technology and security. Holding positions including accountant, solutions architect, business owner, vCIO and vCISO he has experienced the gamut of what is necessary to build and protect organizations of all sizes and in many vertical markets. His current specialty is in helping SMB and non-profit organizations maximize the use of secure technology and maintain compliance with several industry standards such as HIPAA, CMMC, and NIST CSF. Bob brings a unique view to each new organizational challenge that he faces utilizing his wide ranging experience.
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).
CLA (CliftonLarsonAllen LLP)
Tim has more than 18 years of experience providing auditing, accounting, consulting, and tax services to nonprofit organizations including higher education, housing, social service organizations, membership based-organizations, community-based organizations, foundations and arts/cultural organizations. He also has extensive knowledge and experience with performing audits in accordance with Government Auditing Standards, Uniform Guidance and the Uniform Financial Statements (UFR’s). Tim has also assisted organizations on strategic implementation of new accounting standards including the new nonprofit reporting framework and revenue recognition.
- Nonprofit entities
- Higher education clients
Education and professional involvement
- Bachelor of science in accounting from the University of Massachusetts – Dartmouth
- American Institute of Certified Public Accountants, Member
- Massachusetts Society of Certified Public Accountants, Member
- LifeStream, Inc., Past Treasurer and Board of Directors Member
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.