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TVNPA’s February Community Program: Banking and Investing for Nonprofits: Through the Eyes of Financial Services

February 9 @ 10:00 am - 12:00 pm


TVNPA is pleased to bring you a special program focused on banking and investing for profits. No two non-profits are the same. Size, maturity, funding sources, and programs all constitute a unique tapestry of organizations that have a common mission to serve our community. This landscape makes it difficult to understand common practices or share learnings across entities particularly when it comes to financial services.

To this end, we are bringing together a panel of experts from different financial organizations ready to provide their insights, best practices, and learnings, with a focus on helping you to better understand and optimize donations, cash flow, operating income, debt structures, and investments. We look forward to having you join us for an informative and fun session!


Thank you to Sandia National Laboratories for sponsoring
TVNPA’s 2023 Community Programs!


 

 

 

Charles has been a community banker here in Livermore for 40 years, with several local branches before coming to UNCLE Credit Union.  Besides being a long time Tri Valley banker, he is a 4th generation Livermore resident and very involved in the family olive business.


Judith serves individuals and businesses with a focus on financial & estate strategies, tax optimization and business solutions. She works with a number of non-profit organizations in our area in support of their group retirement and investment management needs. Judith takes great pride in partnering with community organizations to develop an investment strategy that is as unique as the members served. This is done by deeply listening to what is important, understanding the organization’s impact, and diving in to both short-term and long-term cash flow and investment needs. Judith partners to develop a robust portfolio plan informed by funding sources, risk, liquidity, principal preservation, use, and growth needs. She joined Edward Jones with over 20 years of business experience, including 10-plus years in financial services and a focus in capital portfolio management strategy.


With over 30 years of experience in the financial services industry, Greg brings knowledge, professionalism, and an understanding of the financial landscape to his customer relationships. A member of the First Citizens team since 2012, Greg’s well known as a trusted banker, helping customers achieve their financial goals. Greg is passionate about helping customers grow their business in the small business, middle market, industrial, and non-profit industries.
As the manager for the Northern California commercial banking group, Greg has spent the last 2 years building an experienced and effective team of commercial bankers to serve the local market. Prior to management, Greg was a highly successful commercial banker. Greg’s vast industry and financial knowledge helped generate over $400 million in commercial loan production while working with business and non-profit directors on a consultative basis to expand and refine their financial planning.
Greg is a proud alumni of Southern Methodist University where he earned a Masters Degree in Economics, along with a Bachelors Degree in Finance. Greg has been happily married to Samya for the last 28 years in Sacramento where they have raised their three children, Michael, Shay, and Reese.


Kimbrely brings 22 years of financial services experience to the clients at Fremont Bank. She is a lifelong resident of Livermore and a proud Livermore High School alumna.
Kimbrely currently serves on the Executive Board of the Livermore Chamber of Commerce and the Livermore Rotarian Foundation Board of Directors. She previously held positions on the Livermore High School Athletics Boosters and St. Michael Parish Pastoral Council. Kimbrely believes deeply in serving the needs of the community. At Fremont Bank, she applies her extensive local knowledge offering Private Banking clients lending and financial solutions customized to their needs.


Matt Petroski is a nonprofit tax partner in Armanino’s San Ramon, CA office with 20 years of experience in the industry. He recently joined Armanino in 2019 after spending his career in PwC’s National Tax Services Exempt Organization Tax Services Practice. He has experience working with exempt organizations in a variety of capacities, including consulting on formation, board governance, other tax consulting, and as an outside service provider of comprehensive tax compliance services.

Matt received his BS from the University of Maryland where he was enrolled in the University Honors Program. He also received his JD/MBA and LLM in Taxation from Villanova University. Matt is a licensed member of the Pennsylvania and New Jersey bars and is a member of the ABA Tax Section. He has been involved as a volunteer in various nonprofits in the East Bay, including serving as the current Treasurer of the Cancer Support Community of the San Francisco Bay Area. He has two children and resides in Danville, CA.


Lydia Santin is the Branch Manager of Poppy Bank in Pleasanton and has worked with Poppy Bank for almost 3 years. In this capacity, Lydia welcomes the opportunity to engage, partner and support organizations serving those that need it the most. Poppy Bank’s commitment to making a positive difference in the lives of their employees, customers and communities is paramount; culminating in the creation of PoppyCares, a program designed specifically for Non-Profit businesses.  This program is dear to Lydia; it allows her the opportunity to give back to the community she has lived and worked in for many years.  This is the reason she decided to become a banker in the first place.

Lydia Santin has been in banking for more than 25 years, following in the footsteps of her father whose lifelong career in banking included the position of President and CEO of a local community bank.  It was his example of honesty, integrity, and generosity that she strives to emanate in her personal life and career.


Details

Date:
February 9
Time:
10:00 am - 12:00 pm
Event Category:
Website:
https://conta.cc/3JchfLM

Venue

Bankhead Theater
2400 First Street
Livermore, CA 94550 United States
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