Board Development and Operations, Strategic Planning

Melissa has been working with LeadingAge member boards for more than 15 years and believes that investing in board development can be a game changer for not-for profit organizations. Before joining LeadingAge Virginia, she served as the Vice President, Board Development & Member Relations at LeadingAge (national). In Melissa’s current role as President & CEO of LeadingAge Virginia, Melissa helps boards and leadership teams envision their future and develop strategies to execute on that vision, guides organizations to reimagine board engagement, supports mission, vision and values renovation and facilitates strategic planning processes. Melissa observes boards from 3 perspectives because she consults with boards, serves on a board committee, and reports directly to a board. View Melissa’s Governance Scope of Work. Contact LeadingAge to be connected with Melissa.

Financial and Risk Management

Bill is a director with CliftonLarsonAllen’s Governance Advisory & Business Risk Services group and has 30 years of experience serving primarily the health care, financial institutions, and non-profit industries, both in the private sector and in an advisory capacity. In the private sector, Bill has served as a Chief Risk Officer, Chief Ethics Officer, and General Auditor for a Fortune 30 health care company, and as a board member, board chair, and governance committee chair for several large nonprofit organizations. Bill’s advisory experience extends to all aspects of an organization’s corporate governance, including: board operations and effectiveness, enterprise risk management (ERM), ethics, and internal audit. Bill has assisted the board and executive team of various organizations in staying healthy, as well as successfully getting back on track after an organizational crisis or ethical breakdown. Contact LeadingAge to be connected with Bill.

Board Development and Operations, Strategic Planning

Known for her ability to develop insight and engagement among members of boards, leadership teams and membership groups, Diane is a trusted advisor to CEOs looking to cultivate and enhance the CEO/board partnership. Her thought-provoking and welcoming style, coupled with over 25 years of experience as an aging services provider, enables her to tap into the insights of individual team members and weave them together into an aligned and actionable strategy. Diane specializes in developing an understanding of current issues and proactively identifying potential paths forward. Contact LeadingAge to be connected with Diane.

Board Development and Operations​​​​​​​

Jane currently serves as president and CEO of Friends Services Alliance (FSA), a national association of aging services providers associated with Quakers. She has more than 20 years of experience in the health care field in roles including training and education, program development, quality assurance, and management. Prior to assuming her role at FSA she was the founder of M2 Organizational Consulting, working with nonprofit boards to strengthen their capacity in good governance. She is a Peer Reviewer for the Pennsylvania Association of Nonprofit Organizations (PANO) Standards for Excellence. She has been a speaker at local, regional, and national conferences on best practices in nonprofit governance, and she has authored several articles and pamphlets on the topic. Jane has served on boards and as board chair for nonprofit organizations. She has taught graduate level course work in organizational systems and in various nonprofit leadership programs. View Jane’s Governance Scope of Work. Contact LeadingAge to be connected with Jane.

Strategic Planning

Olivia transitioned her nonprofit strategy and governance consultancy in 2010 to found Collective Action Lab to support nonprofit organizations in the areas of health, well-being, aging, disability, and equity transformation, as well as organizations collaborating to accomplish social and systems change goals that they could not achieve alone. Olivia combines her training and experience in law, health administration, public health, and trauma-informed conflict resolution to support collaborators in accelerating and realizing their visions. Olivia received the 2015 Public Health Innovator Award by the University of Minnesota School of Public Health and was named the 2016 Gerontologist of the Year by the Minnesota Gerontologist Society. View her resume. Contact LeadingAge to be connected with Olivia.

Strategic Considerations, Value Based and Other Payment Models

ATI Advisory engages with LeadingAge organizations to lead executive teams and Board of Directors through strategic planning. ATI and its CEO, Anne Tumlinson, are recognized nationally for work in health care and senior care innovation, specifically in the adoption of value-based payment, strategic partnerships, and managing the growing role of Medicare Advantage. The ATI team specializes in helping LeadingAge Boards deepen their understanding and appreciation of these trends, the pressures and opportunities they create, and the assessment of strategic options. Learn more about the partnership between LeadingAge and ATI [pdf] and access a list of ATI’s areas of specialization [pdf]. Please email leadingage@atiadvisory.com to get connected with Anne.

Governance Resources

In addition to LeadingAge Consulting Services, we offer Governance Resources for Aging Services include robust self-guided learning tools, member stories, and case studies. Learn more.