Evan Boido has more than 25 years of human resources experience with for-profit and nonprofit organizations. She is an independent human resources consultant who works with organizations to develop and implement human resource policies and programs. Previously she worked for Bank of America for 13 years in a variety of positions in human resources, including Human Resources Manager for the finance organization, mortgage company, systems group, and payment services. Prior to embarking on her career in human resources, Ms. Boido was a social worker in the area of child welfare. Ms. Boido received her Master’s degree in Social Work from California State University, Sacramento and a B.A. degree in Sociology from Sonoma State University. Ms. Boido has been recognized by Global Volunteers, an international volunteer organization, for her ongoing commitment to many years of waging peace and promoting justice as a global volunteer.
Janet Camarena serves as the director of Transparency Initiatives for the Foundation Center, working to champion greater foundation transparency. A key part of her role is to provide leadership for Glasspockets.org, which she helped to found and build in 2010. Glasspockets provides a variety of tools and features designed to encourage philanthropic openness. It has been recognized by the Webby Awards and was also selected as one of the Top 100 websites by PC Magazine. Previously, she served as Director of the Foundation Center’s regional office in San Francisco for 15 years. She led a team of six professionals in delivering extensive outreach and capacity building services throughout the Western United States, planning and overseeing training for social sector audiences, carrying out donor development and cultivation, and producing live and online programming such as the popular Meet the Grantmakers and Philanthropy Chat podcast series.
As a first-generation American, whose family hails from Mexico, Janet recognizes the importance of access for all to information and educational services and has also played an important role in Foundation Center’s creation and delivery of culturally and linguistically competent resources on grantseeking. She was among 48 nonprofit leaders selected for the American Express Nonprofit Leadership Academy. She completed her undergraduate work at Mills College and received a Master’s degree in Library and Information Science from San Jose State University. In addition to serving on the board of Community Initiatives, she also serves as a board member of the Alameda County Library Foundation.
Mary Ann J. Fake, CPA
Mary Ann has worked in a variety of organizations from asset management and investment firms to nonprofits. She has held senior finance, accounting, and audit positions at Barclays Global Investors, Wells Fargo Bank, Bank of the West, and Bank of America. Most recently, she also served as Director of Finance and Interim Chief Administrative Officer at the Gordon & Betty Moore Foundation. Mary Ann is committed to integrity in financial reporting, and has a particular interest in creating incentives to encourage sustainable business behavior through transparency and disclosure.
Mary Ann holds an active CPA license, with experience in public accounting at Arthur Andersen & Co. She graduated Magna Cum Laude from the University of Colorado with a degree in Accounting, and is an active member of the American Institute of CPA’s, the California Society of CPA’s, and the Financial Women’s Association of San Francisco. She currently serves on the Board of Directors of New Resource Bank in San Francisco.
Zoe Hunton is an attorney who works with social-purpose and mission-driven organizations in California. Her firm, Hunton Law, advises nonprofit organizations, charitable foundations, and social purpose businesses on corporate legal matters and social impact strategy. Zoe began her career in the nonprofit sector in Boston and Providence and held positions as a Researcher at an education policy organization, Manager of Consulting Services at a nonprofit advisory firm, and Program Director of a newly established community development organization. She has provided strategic support to nonprofit organizations and social enterprises, served as Legislative Extern for California Senator Fran Pavley, and taught social entrepreneurship law at the Presidio Graduate School in San Francisco. Prior to establishing her own law firm in 2011, she practiced estate planning and business law at the Menlo Park law firm of Jorgenson, Siegel, McClure & Flegel, LLP. Zoe received a B.A. degree in Anthropology from Brown University and a J.D. degree from U.C. Davis with a Certificate in Public Service.
Connie Lee, CFA, CAIA, is a Senior Vice President and Investment Consultant at Callan LLC, an employee-owned investment consulting firm advising on more than $2 trillion in assets. Connie works primarily with retirement plans as well as nonprofits on strategic planning and implementation, investment manager review, performance evaluation, and continuing education. Connie received a BA in Applied Mathematics from the University of California, Berkeley. She is a holder of the right to use the Chartered Financial Analyst® designation and has earned the right to use the Chartered Alternative Investment Analyst designation. Connie is a member of the CFA Institute and the CFA Society of San Francisco.
Chris McCrum has worked in a range of industries and roles. His experience includes Chief Operating Officer at the Gordon and Betty Moore Foundation and had the same role at the Skoll Global Threats Fund. He also has served as Chief Administrative Officer and Head of HR at Barclays Global Investors, CFO at iAsiaWorks, and EVP Finance at Bank of America. He started his career in public accounting at PWC and KPMG. His diverse experience has provided him with deep skills and expertise in strategic and operational planning, leadership and organizational development, human resources strategy and nonprofit governance and leadership. He is a UK Chartered Accountant and has a B.A. degree in Accounting from Exeter University in England.
Kenji is a dedicated, passionate nonprofit and philanthropy professional with more than 15 years’ experience in the sector. He currently serves as Director of Strategic Grantmaking for the Sobrato Family Foundation, based in Silicon Valley, and is responsible for funding relationships with more than 130 nonprofit organizations that are working in a variety of fields. He previously worked as a funder at The James Irvine Foundation, as well as in fundraising and program delivery roles in education and nonprofit organizations in the Bay Area. Kenji was born and raised in Marin County, and currently resides in San Francisco. He holds a B.A. from UC Santa Cruz, and an MPA from the University of San Francisco.
Mr. Wallace currently serves as the Chief Financial Officer of College Futures Foundation, a private foundation that focuses on increasing the rate of bachelor’s degrees earned by California's low-income students with historically low college success rates. He oversees the Foundation’s $500 million investment portfolio as well as finance, accounting, information technology, facilities, and non-grantmaking operations. He has over 20 years of experience in non-profit and investment management, technology, finance, and accounting.
Previously, he was the senior vice president and chief financial and operating officer of ZeroDivide, a public foundation focused on technology access, where he had served since 2003. Prior to that, he held senior roles in private equity and technology investment banking. He has an M.B.A. in Strategy and Finance from the Haas School of Business at the University of California, Berkeley, where he was a Fellow in the Consortium for Graduate Studies in Management. He received his bachelor’s degree from Harvard College and has a Chartered Financial Analyst designation from the CFA Institute. He is active in the sector, serving on the Board and Communications Committee of the Foundation Financial Officers Group, and has served as a director and treasurer for Hispanics in Philanthropy, and as a member of the Alumni Diversity Council at the Haas School of Business.
Steve is the Director for Regional Vibrancy and Sustainability at Northern California Grantmakers (NCG) and has a long history with the organization including stints on various committees as well as the NCG and Forum of Regional Associations of Grantmakers boards. Over the last several years he’s been a consultant on special projects, corporate philanthropy and social responsibility, and briefings. As the Director for Regional Vibrancy and Sustainability he’s focused on programs, initiatives, and projects that address the issues affecting our region from displacement and gentrification, to income inequality, the arts, climate change, and disaster resiliency.
In addition to his consulting practice, Steve has been the Director for Foundation and Corporate Giving at Gap Inc., a program officer at the Marin Community Foundation, and served in Mayoral administrations in both San Francisco and Oakland.
Loren has 20 years of experience in strategy, finance, and operations in healthcare, financial services and philanthropy and a life-long passion for transforming the experience of aging and end-of-life care.
While leading a $40 million annual grantmaking portfolio and an investigation into how to transform end-of-life care at the Gordon and Betty Moore Foundation, Loren realized there is a gap between the capability of experts and innovators in the field who are developing evidence-based solutions and their ability to take these solutions to scale.
To fill this gap, Loren founded Transform Care to help organizations and leaders in the field of aging, serious illness, advanced illness and end-of-life care build sustainable business models and implementation plans to transform the experience of aging and end-of-life care at scale.
Prior to founding Transforming Care Partners, Loren was the Managing Director at the Gordon and Betty Moore Foundation, a Chief Operating Officer at BlackRock, and Director of Strategy at BlackRock. Loren started her career at Ernst & Young in their Health Care Strategy Group and has consulted to non-profits in areas of aging including Experience Corp, Jewish Family Children’s Services Older Adult Services, and Chaparral House Nursing Home. Loren has over a decade of volunteer experience in nursing homes and adult day care centers and is currently a Palliative Care volunteer at Jewish and Family Children’s Services in San Francisco. As an expert in aging, serious illness and end-of-life care, Loren has been asked to speak at Stanford University MedEx and SXSW.
Loren is a CPA and has her BBA and MPA from the University of Texas at Austin. She lives in San Francisco with her family, and when not working, enjoys playing with her son and drinking tea under her maple tree.
Robert L. Weiner
Mr. Weiner is an independent consultant and is of counsel to Marts and Lundy. He is the co-host of TechSoup’s Databases and Software online forum, a founding member of the Association of Advancement Services Professionals (AASP), and winner of the association’s Jonathan Lindsey Lifetime Achievement Award. He is also a former board member for AASP and the former chair of AASP’s committee on Best Practices/Emerging Trends. Mr. Weiner is also a member of the Nonprofit Technology Enterprise Network’s (NTEN’s) membership committee.
Former Board Members