William J. Moran, J.D., M.S.Ed

Bill Moran comes from a Fundraising/Development background

BillBill Moran runs an executive search company called The Moran Company LLC, located in the Kansas City, Kansas area.  The Moran Company specializes in executive searches for Executive Directors, fundraising Directors of Development and other nonprofit leadership.

Bill has worked on more than 50 nonprofit searches.  He brings a rare combination to the search sector of having spent over 10 years as senior fundraising staff and 12 years as a successful fundraising consultant serving more than 100 clients. He moves easily among his peers in fundraising circles.  He understands the challenges in finding the right fundraising staff.  He’s worked with hundreds of nonprofit professionals in a variety of organizations and he knows the type of people who make successful nonprofit leaders. His contacts and nationwide network enable him to do customized recruitment for his clients.

How did Bill learn the art of fundraising?

Bill was Director of Development for the Johnson County Region of the Catholic Diocese of Kansas City, Kansas. He then joined Saint Luke’s Hospital Foundation in Kansas City. He was Director of Planned Giving there from 1987 to 1996. During his tenure, Saint Luke’s planned giving program received the 1996 Mid-America Association of Healthcare Philanthropy Showcase Award and Bill taught at the prestigious Madison Institute of the Association of Healthcare Philanthropy.

Bill has written numerous fundraising articles for publications and has made presentations around the United States on a variety of fundraising topics. See Presentations.  In 1997, Bill was named “Trainer of the Year” by the Center for Management Assistance.  He has presented at 54 fundraising conferences.  He designed and implemented a cutting edge national web based training program for development professionals.  In addition, he has served as president of several nonprofit Boards.

Bill holds undergraduate and law degrees from the University of Missouri, where he was Phi Beta Kappa and a member of the Law Review. He also has a master’s degree in education from the University of Kansas.  He is a member of the Missouri Bar, Association of Fundraising Professionals, Partnership for Philanthrpic Planning, Association of Healthcare Philanthropy, Society for Human Resource Management, American Society for Healthcare Human Resource Administration, Mid-America Planned Giving Council, International Rotary, Toastmasters, and Nonprofit Connect.

Paul Gemeinhardt, M.S.W.

Paul served as a CEO for 34 years for Children’s Agencies

Paul2Paul’s unique vision and abilities enable him to recruit top candidates for the executive director position.  Paul began his career in 1969 as a clinical therapist at a residential treatment center in Kansas City, following graduation from the University of Missouri.  Paul’s passion for improving the lives of children and their families and his ability to lead was recognized when Paul became President of the center in 1973.  Under Paul’s leadership Ozanam grew into a multi service organization.  Paul’s unique abilities and vision to understand the market place for children’s services and adjust strategies to address ongoing funding reductions spearheaded the creation of Cornerstones of Care in 1998 through a merger of Ozanam with four other well respected organizations – Gillis, Marillac, Spofford, and Healthy Families Counseling and Support.

Paul served as a CEO for 34 years and retired as President/Chief Executive Officer of Cornerstones of Care at the end of 2007.  Paul has become a recognized national leader in the treatment of troubled children across all socio-economic levels. He has worked for the Nonprofit Business Excellence Certification Program through the University of Notre Dame Mendoza College of Business.

Paul has served on numerous boards including the national Alliance for Children & Families and the national United Neighborhood Centers of America.   He has been the recipient of the Council on Philanthropy Nonprofit Executive of the Year Award and Greater Kansas City Chapter of American Society for Public Administration Nonprofit Administrator of the Year – as well as featured in numerous national magazines with the industry.

Bruce Scott, M.S.W.

Bruce has 33 years experience as a nonprofit Executive Director.

Bruce_Scottrev-1Bruce knows the executive director position. His service as a nonprofit executive director spanned 33 years, first with a Kansas City founded organization called Open Options, Inc. from 1980-1997. Following a merger, Bruce was the President & CEO of UCP of Greater Kansas City, the United Cerebral Palsy affiliate, for 16 years. These organizations grew and thrived in a highly regulated industry with rapidly evolving best practices, and were fed by a diverse funding stream. Bruce led the development of specialized services to people with rare conditions, oversaw a major national grant for a new service network for seniors, and helped develop a special events fundraising program for funding and community awareness.

Bruce was a founder of a local trade association, served as board member and president of the state rehabilitation association, and was connected nationally through UCP. Currently, Bruce is President of the Board of Nonprofit Connect in Kansas City, one of many boards on which he has served. Creating and sustaining community support services for people with disabilities requires organizational skills, the ability to connect to many people, vision, and commitment to quality of life for everyone. He brings that commitment as well as a belief in the power of community organizations and their leaders to his current executive coaching and consulting assignments.

Decades of direct experience brings an understanding of the complex and volatile turf of nonprofit executives, and his discernment, listening skills, sense of humor, and patience are assets in the executive search process.

Bruce earned his Bachelor’s and Master’s degrees in Social Work from the University of Missouri, Columbia, before launching his 35 year career in services to people with developmental disabilities.

Anna Stone, M.S.W.

Anna has 32 years nonprofit experience helping families and children in need.

Anna Stone, MSW, beAnna-Stone-Photo-1-225x300gan her career as a social worker for the Missouri Division of Family Services.  She served in many different capacities through her 32 year career culminating in her appointment as Missouri Child Welfare Director. As a front line supervisor, Anna was involved in extensive community outreach with school districts and day care centers in an effort to increase knowledge regarding child abuse and neglect.   Later in her career Anna was responsible for a collaboration among private agencies and the Division to offer Family Preservation Services to families throughout the state.

Following her work as Child Welfare Director, Anna served 5 years as President/Chief Executive Officer of Gillis Center, a multi service organization which is part of the Cornerstones of Care consortium in Kansas City.  During that time she increased services through the Gillis School, instituted competency based training for all staff and conducted a successful capital campaign.  During this time Anna also served as a Senior Vice-President for Cornerstones of Care.  In that capacity she was instrumental in preparing a successful bid for a multi-million dollar contract for case management services.

Anna’s service to families and children continued on a national level after her years at Gillis when she joined two National Child Welfare Resource Centers as a consultant.  For seven years, she worked with public child welfare agencies in many states and American Samoa to help strengthen their child welfare programs and their cooperative work with private organizations within their jurisdictions.

William Craig, Ph.D.

Bill has over 22 years experience as President/CEO of a nonprofit organization.

Bill Craig headshotBill retired in 2015 after 22 years as President/CEO of Lakemary Center in Paola, Kansas. This large multi-faceted, community-based organization serves more than 500 individuals — children and adults with developmental disabilities — many of whom also face serious mental health challenges. His previous work involved 20 years at the primary mental health center in Kansas City, Missouri, where he started as a staff psychologist and finished the last four years there as Superintendent/CEO before transitioning to Lakemary Center.

He capped off his Lakemary career by completing a $3.3 million capital campaign to renovate the school and treatment facilities. Under Bill’s leadership, Lakemary’s reputation expanded nationwide, particularly for the success of its intensive treatment work with children who face major disruption due to combined developmental and mental health challenges. Bill has a longstanding and deep connection to this cause as the father of a son with autism and serious developmental challenges.

In 2007, Governor Kathleen Sebelius appointed Bill chair of the Kansas Autism Task Force. He has subsequently led successful efforts in Kansas to expand access to early intervention services through private insurance and Medicaid support. His major volunteer commitment is serving as a CASA (Court Appointed Special Advocate). Bill continues to be passionate about helping youth and adults reach beyond their challenges.

Bill worked directly with The Moran Company last year to identify his successor as President/CEO of Lakemary Center. He was extremely impressed by the thoroughness of the process and the value it added to the outcome. Because of his extensive experience, he was selected to join The Moran Company’s team of search consultants. He now enjoys giving back to other nonprofit organizations with similar missions and feels rewarded as a search consultant to aid their recruitment for key positions like the ones he held for much of his career.

Mary Ontko, M.P.A., B.A.

Mary has both fundraising and association experience.

MO head shotMary consults with associations and non-profits on leadership and governance, grant writing, fund raising and non-profit management issues. . This venture  allows Mary to share her expertise and enthusiasm as she works in partnership with others on innovative community planning and development initiatives.  Mary also led the planning for the annual Kansas Housing Conference from its inception until planning was successfully transitioned to the state housing agency.

Prior to consulting, Mary served as Senior Program Officer at the Local Initiatives Support Corporation (LISC), a national community development intermediary. In addition to her specialty of providing training and technical assistance to community development partners, Mary’s duties at LISC included program development, building partnerships, outcomes tracking, evaluation and analysis, financial management and reporting, and raising charitable resources for the program.

Mary joined LISC after 8 years at El Centro, Inc., a large community development organization serving Wyandotte County, Kansas. As Vice President of Organizational Development, she oversaw resource development, communications, organizational development, human resources, policy, strategic planning and information technology efforts.  While at El Centro, Mary’s efforts helped more than double the organization’s budget and programmatic scope. She was instrumental in executing the organization’s expansion plans, leading a successful multi-year capital campaign, spearheading a strategic planning and subsequent reorganization process, creating a formal human resources and evaluation role, and significantly growing the agency’s donor base.

Mary has an MPA from the University of Kansas and a BA in International Relations and Urban Studies/Public Policy from Boston University.  She has been a Certified Fund Raising Executive, a fundraising designation bestowed by CFRE International, since 2003. Mary completed the Development Training Institute’s Bank of America Leadership Academy, a premier non-profit community development national leadership program, in 2001.  Mary serves, or has served on, the Board of Directors of the Children’s Museum of Kansas City, the Civic Leadership Training Council, Kaw Valley Arts & Humanities, Baldwin City Children’s Choir and the Association of Fundraising Professionals Mid America Chapter.

Traci McClellan-Sorell, J.D., M.A.

Traci brings her experience as a nonprofit executive director and board member to the executive search process.

Traci L McClellan-Sorell 2016 (1)Traci L. McClellan-Sorell brings her knowledge, skills and abilities as a former executive director and board member of national non-profit organizations to the executive search process. Traci previously led the National Indian Council on Aging (NICOA), based in Albuquerque, New Mexico.  NICOA advocates for and provided services to American Indian and Alaska Native elders nationwide and is a membership based organization. While there, she also served as a board member for the American Society on Aging, a Steering Committee member of the National Center on Senior Transportation, and an Executive Committee member for the New Mexico Geriatric Education Center. Prior to her tenure at NICOA, she lived in Washington, DC and served as the Legislative Director of the National Indian Health Board, a non-profit health advocacy organization working on behalf of all 565+ federally recognized Tribes.   She previously taught classes at the University of North Dakota School of Law while serving as a staff attorney for the Northern Plains Indian Law Center at the law school.

More recently, Traci has consulted with many national non-profit organizations and federal governmental agencies in the fields of aging, health, transportation, education, and domestic violence, providing a variety of services from grant writing, monitoring and review to organizational development and training.  She just completed a seven-year term as a Board Member for Senior Service America, Inc., a national non-profit headquartered in Silver Spring, Maryland, where she also chaired the Governance Committee.

Traci graduated Phi Beta Kappa and earned her Bachelor’s degree in Native American Studies from the University of California at Berkeley.  She has her Master’s degree in American Indian Studies with an emphasis in federal Indian law and policy from the University of Arizona.  She received her Juris Doctorate from the University of Wisconsin at Madison.  Raised in northeastern Oklahoma, Ms. McClellan-Sorell is an enrolled citizen of the Cherokee Nation.

Terrill Petri

Terrill has served as a nonprofit CEO and has a strong background in fundraising.

Terrill Petri has spent her professional life working with nonprofit organizations. In 1993, she founded Women Vision International (WVI), an organization dedicated to helping women in developing countries be economically self-sufficient. She served as CEO for the nonprofit for a decade and won many awards for her work. As CEO of WVI, Terrill helped engage hundreds of volunteers and thousands of donors to accomplish the organization’s mission. This experience, along with consulting with nonprofit organizations, gives her insights into what makes an effective nonprofit leader and/or fundraiser.

Terrill has also worked as a fundraising consultant, managing 20 capital campaigns in the US and Canada.  She has facilitated fundraising workshops and consulted with a variety of nonprofit organizations in strategic planning initiatives. She also has 10 years of experience as part of a fundraising team, meeting with donors in a 15-state area and raising millions of dollars.

She serves on the Board of Directors of the Kansas City Chapter of Association of Fundraising Professionals and interacts with nonprofit leaders and fundraisers throughout the country.

Terrill was named the 1996 World Citizen of the Year by the Greater Kansas City Chapter of the United Nations Association by Mayor Emanuel Cleaver; she also received the “Women Who Inspire Us” award from Women’s Day Magazine in October of 2001. She was named the “2003 Alumnus of the Year” by the University of Missouri, Kansas City and received a Lifetime Achievement Award from Women Vision International in March of 2005.

Laurie Minx

Laurie has 12 years of fundraising and development experience.

Laurie-216x300Laurie is the Director of Client Relations with The Moran Company and the Strategic Relations Manager at Cornerstones of Care, a nonprofit behavioral health organization dedicated to helping children and families. She graduated with honors from the University of Missouri-Columbia with a Bachelor of Journalism Degree with an emphasis in graphic design and public relations, as well as a Minor in English. She currently lives in Kansas City with her husband and two young children.

After gaining experience at the world headquarters of Veterans of Foreign Wars writing for the international VFW Magazine, Laurie joined the nonprofit team at Ozanam in 2004 and became part of the Cornerstones of Care family of agencies. She served in a variety of development positions and managed all public relations efforts. In 2008, she became the Director of Development at Ozanam and held that position successfully for six years during which the organization experienced substantial growth in fundraising. At the end of 2014, she transitioned into a part-time role as Director of Communications in order to spend more time at home with her family. At the end of 2016, Laurie moved into a development leadership role with Cornerstones of Care as Strategic Relationship Manager in order to lead donor communication efforts.

With more than 12 years of experience raising funds and awareness for nonprofit organizations, Laurie brings a unique understanding of both development and communications within the nonprofit sector to her role with The Moran Company. She joined our executive search firm in 2014 and enjoys developing new marketing strategies for the business while working with prospective clients to discover solutions for their hiring needs. Laurie believes that excellent staff members are an organization’s greatest resource in its quest to achieve its mission and make a positive impact within the community.

Susan Barton, B.S.B.A.

Director of Administration

Susan came to the Moran Company in 1997 with a background in Business Administration and previous experience in the nonprofit world. She has worked with The Moran Company in various capacities for over 20 years and is currently the Director of Administration. Susan graduated Summa Cum Laude with a B.S. in Business Administration from Park University in Parkville, Missouri.

 

Harold J. “Hal” Schultz, Ph.D.

Of Counsel
Hal Schultz has served both as College President and Executive Director.

HalFor 10 years, Hal was the Executive Director of Saint Luke’s Hospital Foundation where he directed a highly successful $59 million campaign for medical education and research — a campaign that exceeded its original goal by more than $9 million in just three years. During Hal’s time with the Foundation he also increased their endowment three-fold, from $32 million to $99 million.

Prior to that, Hal served for 20-years as President of Bethel College in Kansas. Some notable successes during his tenure include: five major buildings built debt-free, the initiation of an endowed chairs program, significant growth in endowed funds each year and 19 consecutive years with a balanced budget.

A native of Canada, Hal earned his Master of Arts from the University of Michigan and his Ph.D. from Duke University. Post-graduate studies include a five-month sabbatical seminar with Peter Drucker on Executive Management. Hal has taught history at Oxford University in England and was a Fulbright Scholar in Africa.

Hal has written several college text books, published numerous articles, and taught fundraising seminars. Among his many honors and awards, he was the recipient of the 1999 “Excellence in Fundraising Award” from the Greater K.C. Council on Philanthropy and was recognized by the Council of Independent Colleges for outstanding entrepreneurial management of a small college.

Hal is a member of Nonprofit Connect and the Association of Fundraising Professionals, MidAmerica Chapter.