A Presentation in Partnership with MassMutual and Center for Excellence of Nonprofits

Times of challenge require organizations to address myriad obstacles, from finance to culture to compassion fatigue. In particular, challenges in human capital are exacerbated during crisis times. Protecting the nonprofit from loss by focusing on human capital during significant shifts or transitions should be an important focus of leadership.

Join SIP at JFKU with Kim S. Smith and Samantha Sagers-Davenport from MassMutual and Shana Peete and Illyasha Peete from the Center for Excellence of Nonprofits to discuss harnessing your organization’s
human capital at a time of significant stress and duress.

This presentation will focus on maintaining employee wellness during times of challenge, including addressing issues with employee finances and benefits. We will discuss the importance of employee benefits including how to package compensation for C-level leadership both to attract and retain them to stay.

Join us to address these important topics as well as to discuss specific cases and issues that nonprofit leaders might be experiencing at the moment.

Securities, Investment advisory and financial planning services offered through qualified representatives of MML Investors Services, LLC, Member SIPC (WWW.SIPC.Org). Supervisory Office 3003 Oak Road, Suite 250, Walnut Creek, CA 94597. (925) 979-23000. CRN202206-266485.

Date and Time

  • Tuesday, June 30, 2020
  • 11:30AM - 1:00PM
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Location

  • Online
Speakers
Kim Smith
Prior to partnering with Samantha at Mass Mutual, Kim spent over 20 years in executive leadership roles in operations and sales. She has demonstrated success in the development and implementation of strategic plans while building collaborative client relationships at all levels. She has developed experience across multiple industries including philanthropy, healthcare, hospital management, automotive, travel and hospitality, and has in depth knowledge and experience in multiple disciplines of insurance including Medicare. Her expert skills at leading complex business models and demonstrated success at integrating growth opportunities in multiple industries contributes to her unique ability to provide a collaborative approach to all levels of organization. Kim has an MBA in Global Business with a Beta Gamma Sigma Honor Society credential and a Bachelors of Business Administrations from Pittsburg State University – Kansas Kim is a licensed Financial Advisor and together with her business partner Samantha Sagers-Davenport, they specialize in consulting with Philanthropic organizations, Business Owners and individuals through growth stage transitions such as Business Continuation Planning, Risk Management, Succession Planning, Estate Planning and Employee and Executive Benefits Planning.
Samantha Sagers-Davenport
Samantha is a graduate of California State University East Bay, where she obtained her Bachelor’s Degree in Business Administration with an emphasis in Finance and Real Estate Management. Samantha joined the MassMutual Northern CA in 2004 where she has since built her financial planning practice working with individual, corporate and non-profit clients in the greater San Francisco Bay Area. Samantha’s mission in the financial planning and insurance industry is to always put her clients’ needs first and to help them make informed, responsible, and confident financial decisions. Samantha and her team believe in high-quality responsive service to clients. Samantha has been a resident of the San Francisco Bay Area all of her life and currently resides in the city of Brentwood with her husband, Michael and daughters, Jordan (8), Charlotte (6), and Brooklyn (5). Samantha enjoys spending her spare time with her family traveling and engaging in outdoor activities.
Shana Peete
Shana Peete is based in the San Francisco Bay Area and offers workshops and consultation services for nonprofit leaders as a Leadership Development Specialist with Center for Excellence in Nonprofits. She served as the first executive director of Partners for Change, a nonprofit building community around people to empower them to lift themselves out of poverty. She has a Bachelor of Science in international business and a Doctor of Jurisprudence. She practiced law for eight years prior to moving to the Tri-Valley and has professional experience that includes managing a Child Development Center in Memphis, serving as a program coordinator for Read Aloud America in Honolulu, and managing a 30-person customer fulfillment team for Amazon in Tracy. When not helping to educate boards, executives, and volunteers, she serves on the board of Tri-Valley Nonprofit Alliance and Tri-Valley for Love. In her spare time, she enjoys teaching the game of tennis to students of all ages and using her gifts of communication and connection to bring people together.
Illyasha Peete
Illyasha (Illy) recently joined the CEN team, bringing a wealth of experience as a transformational nonprofit executive director and is a graduate of CEN Leaders Institute, Class X. She has served as a corporate trainer and as an adjunct college professor, but is most proud of her ability to lead and unite a team of varying experience levels and inspire them to meet and exceed the designated goals. Her experience as a real estate professional, with a multi-million-dollar portfolio, armed her with the ability to market effectively, negotiate contracts, and manage finances. As a nonprofit leader, she was able to cultivate fee-for-service models which catapulted the organization into a stronger financial position. Illy earned a bachelor's degree from Western Michigan University in human resource management and her master's in business administration from Ashford University with a focus in global management.