Ask the Experts: Summer Zoom-In Series

Description

This Summer, Tap Into Expert Insight — On Your Terms 

Ask the Experts is AZ Impact for Good’s new, limited-run virtual series designed for busy nonprofit and philanthropy professionals who want fast, personalized guidance without the formality of a webinar. 

Each 1-hour session brings together multiple Business Partner experts, each hosting their own Zoom breakout room—like virtual office hours! Drop in, ask questions, get ideas, and move between rooms to connect with the people who can help move your mission forward. 

✔️Casual. Helpful. High-impact.
✔️No presentation decks; 

Just real-time answers from real experts. New experts will be announced throughout the summer—check back often and register for each session that interests you!

August 28th will have:

Doris Hotz, CPA and Senior Manager at Abdo, is a seasoned nonprofit financial executive with over 25 years of leadership experience in finance, operations, and strategic business management. Passionate about advancing mission-driven organizations, Doris specializes in optimizing financial performance to drive long-term sustainability and impact.  Throughout her career, Doris has successfully led multi-million-dollar budgets, implemented data-driven strategies for cost optimization and growth, and directed complex mergers and business expansions. She brings deep expertise in financial systems implementation, risk management, and cross-functional collaboration—ensuring operational efficiency and strong financial governance.  Known for her strategic mindset and collaborative leadership, Doris empowers organizations to thrive through informed decision-making and financial transformation. 

Lisa Robinson, Consutlant with Alexander|Carillo Consulting, who has dedicated her professional career to working with non-profits in the Tucson community. Her work has been instrumental in the development of effective fundraising plans for non-profit organizations, including grant writing, corporate partnerships, and individual gifts. Lisa currently works as a consultant with Alexander|Carrillo Consulting offering unique perspectives, experiences, and leadership of non-profit programming and fundraising. Lisa has obtained the Certified Fund Raising Executive (CFRE), demonstrating her proficiency of professional fundraising practice, performance, education, and service. Her prior roles include positions as a director of development, executive director, and the 2022 Association of Fundraising Professionals Southern Arizona chapter Outstanding Fundraising Executive.

Will Morey is Vice President, Senior Benefits Consultant at Benefit Commerce Group an Alera Group Company. He has worked in employee benefits for over 30 years and has been in the Valley since 2003.  In 2007 he joined Benefit Commerce Group in his current position advocating for employers and providing affordable and sustainable health insurance solutions. He and his firm work with employers across most industries including many Arizona non-profits ranging from 10 employees to over 1,000.  Many of Will’s clients have won wellness and benefits awards including the Phoenix Business Journal’s Valley’s Healthiest Employer Awards.  Benefit Commerce Group is Arizona’s 2nd largest benefits team representing over 600 commercial clients with a staff of over 90 insurance professionals.  Will is a board member of Give ‘Em a Break Foundation and currently a member of SHRM of Greater Phoenix, Arizona Health Care Leaders Association, and AZ Impact for Good.

Jeremiah Smith of Everyone, Inc, is a Grant Writer, but so much more. His group listens to clients and uses their knowledge and network to best serve them and the greater community. Everyone Inc is all about bringing people together. Everyone, and we mean everyone, is a grant writer. Grants are slow. That can be frustrating. Ask your questions and get some tips on how to save time and be more effective fundraising.

Matthew Clyde, President + Founder of Ideas Collide: Be the Chief Storytelling Office for Your Brand Learn how to ask the right questions to DISCOVER and SHARE the story you need to tell. With key questions set, you can start to CREATE the connections you want to make and ways you hope to INSPIRE others to take ACTION. Along with this you will also learn how to : 1. Start with DATA to shape/inform your message, and when to lean into your HEART, SOUL and INSIGHTS to further shape and guide that data. 2. Build a turnkey solution 3. Focus on value metrics and how they can further guide and shape future content/stories 4. Drive IMPACT and further engage and INSPIRE your audience -- not only inspiring action, but also building a movement toward your cause through key advocates. Simple steps and measures with simple case study examples will be shared.