Chaminade University of Honolulu
Nonprofit Financial Seminar
Thank you for joining us for the 20th Annual Nonprofit Financial Seminar August 10, 2023.
Materials/Downloads will be available until December 31, 2023
Please join us for the 21st Annual Nonprofit Financial Seminar
August 8, 2024
Stay tuned here for updates and details.
A hui hou!
If you have questions, please contact [email protected].
MAIN SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
BRONZE SPONSORS
ASSOCIATE SPONSORS
Schedule – DRAFT Subject to Change; Please continue to check here for updates
| 7:00-8:00 AM | Check In |
| 8:00–8:15 AM | Welcome |
| 8:15–9:15 AM | IRS Federal Tax Update Speaker: Trever Asam |
| 9:15–10:05 AM | COVID-19 Related 2023 Non-Profit Recovery Grant Program Speaker: Aedward Los Banos and Shane Akagi |
| 10:05-10:15 AM | Break |
| 10:15–11:05 AM | Role of the Attorney General & State Update Speaker: Hugh R. Jones |
| 11:05–11:55 AM | Outsourcing Accounting Services Speaker: Bernice Parsons |
| 11:55 AM –12:30 PM | Lunch |
| 12:30-1:20 PM | Lunch Panel Discussion: Fundraising and Grant Writing Panel Host: Richard Kido Panelists: – Candace Asam-Lopez – Angie Golis-Yamamoto – Madalyn Kenney – Be-Jay Kodama |
| 1:20–1:30 PM | Break |
| 1:30-2:20 PM | BREAKOUT SESSION #1 of 3 Financial Track Session: Unrelated Business Income Tax (UBIT) Speaker: Wayne Tanna Operations Track Session: Recruitment and Retention of Employees Speaker: Sarah Guay |
| 2:20-2:30 PM | Break |
| 2:30-3:20 PM | BREAKOUT SESSION #2 of 3 Financial Track Session: Grant Accounting Speaker: Aaron Williamson Operations Track: Strategic Alliances and Partnerships Speaker: Lindsay Kido |
| 3:20-3:30 PM | Break |
| 3:30-4:20 PM | BREAKOUT SESSION #3 of 3 Financial Track Session: Understanding the Audit Process Review Speaker: Catha Lee Combs Operations Track Session: Sources of Nonprofit Financial Information Speakers: Richard Kido |
Shane Akagi
Administrator of the Office of Grants Management, City and County of Honolulu
Presentation: COVID-19 Related 2023 Non-Profit Recovery Grant Program
Shane Akagi has been with the City and County of Honolulu Grants in Aid Program for nine years, first as a Project Officer, then as an Administrator. He also has five years’ experience in banking at Central Pacific Bank and American Savings Bank, and ten years’ experience in healthcare at HMSA and AlohaCare.
Shane was born and raised on Kauai. He earned a B.A. in Psychology and an MBA at the University of Hawaii at Manoa. He is married and currently lives in Pauoa Valley. He enjoys community service, hiking, video games, Okinawan cultural activities, and building model kits.
Trever K. Asam
Partner, Cades Schutte LLP
Presentation: IRS Federal Tax Update
Trever is a partner at the Cades Schutte law firm, specializing in tax and nonprofit organizations. Prior to joining Cades Schutte, Trever was in private practice at Miller & Chevalier in Washington, D.C. and clerked for Judge Susan Oki Mollway at the U.S. District Court for the District of Hawai‘i. Before beginning his legal career, Trever was a teacher in the District of Columbia Public Schools. He currently serves on the boards of directors for Volunteer Legal Services Hawai‘i, Teach For America Hawai‘i, and Hawai‘i Contemporary (formerly known as the Honolulu Biennial).
Candace Asam-Lopez
Director of Development, Ronald McDonald House Charities Hawaii
Panelist
Candace Asam-Lopez, RMHC Hawaii Director of Development, has been giving back to the community through her work at Ronald McDonald House Charities for 23 years. Her interest and experience in nonprofit work, however, spans more than 30 years.
She joined RMHC Hawaii in 2000 as the first development staff member of the organization and began growing fundraising activities as needs and programs expanded. As Director of Development, she is responsible for overseeing all levels of fundraising initiatives including multiple events, marketing and public relations, business partnerships, grants and community and donor relations to successfully achieve RMHC’s annual revenue goals.
Candace’s previous work prepared her for the fundraising challenges. She was a fundraiser, underwriting specialist, and special events planner at PBS for eight years before working at RMHC Hawaii. Prior to that, she worked in the retail market in sales, administration and management.
Born and raised on Oahu, Candace attended Kamehameha Schools and the University of Hawaii. She attributes her career and life success to her parents who taught her the importance of family and to give back by helping others daily. A workaholic driven and inspired by the children and families of RMHC.
Asoke Datta, EdD
Assistant Dean, School of Business and Communication, Chaminade University
Moderator for Financial Track Sessions
With nearly 20 years of experience, Dr. Datta most recently served as Assistant Dean of the College of Business at Hawai‘i Pacific University (HPU). Prior to that, he held a number of other positions at HPU, including Assistant Dean of Distance Education, Off Campus Programs and Assistant Dean of Academics, Military Campus Programs. Asoke began his career in education at Chaminade University of Honolulu, where he served as Records Specialist in the Office of the Registrar and as Program Coordinator & Academic Advisor for the Accelerated Undergraduate Program.
Asoke received his bachelor’s degree in History from the College of Charleston in South Carolina, his master’s degree in Criminal Justice Administration from Chaminade University, and his doctoral degree in Educational Leadership from the University of Southern California.
Angie N. Golis-Yamamoto
Director of Development, Sacred Hearts Academy
Panelist
For the last thirty-four years, Angie Golis-Yamamoto has made lasting contributions towards the success of non-profit organizations by applying innovation, focus and hard work to develop fundraising programs, build the capacity of volunteers and staff, and create systems that result in higher revenue and strong, long-term relationships.
Ms. Angie has worked in Sacred Hearts Academy as the Director of Development since May 2018 til present. She is responsible for overseeing full-time, part-time, project-based hires and volunteers. Responsible for all fundraising activity including strategic planning, development committee of the board of directors, annual fund, grant writing, capital campaigns, endowment, donor stewardship, fundraising events.
Ms. Angie received her bachelor’s degree in Journalism & Speech and a professional diploma in Secondary Speech Education from University of Hawaii at Manoa.
Sarah Guay
President & Chief Executive Officer, Hawaii Employers Council
Presentation: Recruitment and Retention of Employees
As the appointed President and Chief Executive Officer of Hawaii Employers Council (HEC), since June 2022, Sarah Guay collaborates with HEC’s board of governors and staff to address the ever-evolving needs of Hawaii’s employers and is responsible for the organization’s leadership, day-to-day operations, and strategic initiatives.
Sarah has more than 20 years of experience leading local organizations’ initiatives related to human resources, organizational development, and workplace culture. Prior to joining HEC, she served as Vice President of Human Resources at HEMIC. She is a director with the Oahu Economic Development Board, Big Brothers Big Sisters Hawaii, and serves as an Advisor for the Patsy T. Mink Center for Business and Leadership.
Sarah received her Master’s Degree in Organizational Communication and Bachelor’s Degree in general communication from Washington State University.
Hugh R. Jones
Counsel, Ashford & Wriston LLP
Presentation: Role of the Attorney General & State Update
Hugh R. Jones has practiced law in Hawaii for 35 years, in private practice, government service, and the nonprofit sector. His practice concentrates on the federal and state regulation of public charities and private foundations and their governance, the regulation of charitable solicitation and charitable registration matters, trust administration, Hawaii State taxation, and government affairs. As a Senior Deputy Attorney General, Mr. Jones supervised the Hawaii Attorney General’s Tax & Charities Division for over a decade, and created and launched a successful charitable enforcement unit, including necessary enabling legislation and online registration and reporting systems. He was the first In-House Counsel for the University of Hawaii Foundation and its Board of Trustees. He has been a visiting professor of law at the William S. Richardson School of law, teaching the Nonprofit Organization’s Law course since 2011.
Mr. Jones is the former president of the Hawaii State Bar Association (HSBA) and the National Association of State Charity Officials (NASCO). He was appointed by Hawaii Chief Justice Mark Recktenwald to the 2020 Task Force on Lawyer Well Being. He has also served as a trustee of the Kalama Community Trust (Kailua), a director of the Association of Fundraising Professionals Hawaii Chapter, and a past president of the Government Lawyers Section of the HSBA.
Mr. Jones has received several awards, including: Manager of the Year, Hawaii Attorney General; Senor Staff Attorney Award (National Association of Attorneys General); Nonprofit Sector Champion Award, Hawaii Alliance of Nonprofit Organizations (HANO); and Presidents Award, Lifetime of Service to the Bar, Hawaii State Bar Association (HSBA), Best Lawyers in America (2021-2023). He earned his B.A. in Political Science and his J.D. at University of Wisconsin Law School.
Madalyn Kenney
Chief Development Officer, Make-A-Wish Hawaii
Panelist
Madalyn Kenney serves as the Chief Development Officer for Make-A-Wish Hawaii where she oversees the Development and Communications departments and works closely with the Board of Directors. Prior to this role, she was the senior vice president of development at Bright Pink, a national organization dedicated to the prevention and early detection of breast and ovarian cancer. Madalyn has directed annual, major, and planned giving programs at a variety of organizations including Planned Parenthood of Illinois, The Field Museum of Natural History, and the Depression and Bipolar Support Alliance. Madalyn has enjoyed bringing her 15+ years of experience in Development to Hawaii, and loves helping children receive life-changing wishes.
Lindsay Kido
Founder and Executive Director, Beer is for Everyone
Presentation: Strategic Alliances and Partnerships
Lindsay Malu Kido is the Founder and Executive Director for Beer is for Everyone, a 501(c)(3) non-profit organization that advocates for diversity, inclusion, equity, and justice in the craft beer industry and beyond through education and advocacy.
Lindsay is mixed-Indigenous of the Kanaka Maoli and Uchinaanchu nations; she is also part-Japanese. Born and raised in Hawai’i, she moved to Las Vegas, Nevada, the unceded lands of the Southern Paiute, in 2014. There, she pursued and achieved her lifelong dream of becoming a professional poker player. Now, she is also pursuing another dream as a self-proclaimed “serial social entrepreneur.”
This year, Lindsay took over the leadership of Craft Beer Girls, the world’s largest group for craft beer-loving women. She is ecstatic to continue breaking barriers and creating safe spaces for women and non-binary individuals in the beer community and industry.
Lindsay received her bachelor’s and master’s degrees in Psychology from the University of Hawaiʻi of Mānoa, and she is currently in the final semesters of her Ph.D. in Indigenous Education at UH. Her dissertation is entitled: Explorations of Indigenous Body Image & Body Sovereignty: Re-presenting Our Indigenous Selves through Stories and Photography.
Richard Kido, MBA
Associate Professor of Accounting, School of Business and Communication, Chaminade University
Presentation: Sources of Nonprofit Financial Information / Moderator for Operational Track Sessions
An Associate Professor of Accounting at Chaminade University of Honolulu, Professor Kido teaches a wide range of courses in accounting, both at the undergraduate and graduate levels and his research interests include nonprofit accounting, service learning and experiential learning, and accounting education pedagogies. Richard has served as a member of the Board of Regents for Chaminade University in an ex-officio capacity as part of his role as faculty senate president (2009) and was again elected to serve during the academic year 2018-2019. Richard serves as the academic advisor to accounting majors. An inspiration to his students, he was instrumental in Chaminade University’s receiving the Presidential Award for its service-learning program. In April 2017, he was awarded the International Excellence in Teaching Award by the International Assembly for Collegiate Business Education. In June 2015, Richard was honored as the Michael E. Fassiotto Scholar-In-Residence at New York University’s Faculty Resource Network.
Prior to his entering academia in 2002, he was involved in several management positions in the private industry, including chief financial officer positions in the savings and loan, real estate development and hospitality industries for over 25 years. Richard has also operated his own firm for several years specializing in accounting and financial consulting. A graduate of Saint Louis High School in Honolulu, he received his Bachelor of Arts degree from Michigan State University and his Masters in Business Administration degree from the University of Hawaii at Manoa.
Be-Jay Kodama
Vice President – Philanthropy, Catholic Charities Hawai’i
Panelist
Be-Jay Kodama is the Vice President – Philanthropy at Catholic Charities Hawaii (CCH). where she is responsible for overseeing all fund development and community engagement programs for Hawaii’s largest social services agency.
Most recently, Ms. Kodama served as Director of Advancement at Island Pacific Academy, a private college-preparatory school. In addition to providing leadership and guidance for all campus fundraising, she was responsible for developing marketing initiatives, donor stewardship, and collaborating with the Board of Trustees to support the school’s goals and priorities.
Ms. Kodama previously worked as Director of Alumni Relations at Chaminade University of Honolulu, managing all aspects of the school’s alumni relations programs, services, and activities. While serving as a staff member at Chaminade, she received the Marianist Award in demonstrating the school’s values of compassion and service. She also held marketing positions with KGMB TV (now known as Hawaii News Now), University of Hawaii – Auxiliary Enterprises, and KSSK Radio.
Active in the community, Ms. Kodama serves on the Council for Advancement and Support of Education (CASE) District VII, the Oahu Interscholastic Athletic Association Foundation (OIAAF), and is a member of the Association of Fundraising Professionals – Aloha Chapter.
Ms. Kodama graduated from Maryknoll High School and received her Bachelor’s degree in Communication and Master’s degree in Business Administration and Leadership from Chaminade University of Honolulu.
Catha Lee Combs
CPA and Managing Partner, Wikoff Combs & Co., LLC
Presentation: Understanding the Audit Process
Catha Lee Combs is a certified public accountant (CPA) with over 30 years of experience in public accounting. In addition to overseeing day-to-day operations and strategic direction, Ms. Combs specializes in nonprofit accounting, auditing, and tax services. Her consultation in these areas includes designing and implementing accounting systems, developing and updating accounting policies and procedures, and providing training to executive directors and Board members in best practices, budgeting, and financial management. She has trained participants in the Harry and Jeanette Weinberg Fellows Program, the Castle Colleagues program, and members of HANO (Hawaii Alliance of Nonprofit Organizations). She also provides small to medium sized businesses with accounting and financial reporting support.
Ms. Combs has served for over 20 years on the board of HUGS (Help, Understanding, and Group Support), currently as Secretary, but also as its past Treasurer and President. She was also on the Board of Learning Disabilities Association of Hawaii, Hawaii Senior Services, Inc., and served on the State Nutrition Advisory Committee, which focuses on the nutritional needs of children with special health needs.
Ms. Combs received her Masters in Business Administration from the University of Hawaii and Undergraduate Degree in Accounting from Santa Clara University in California.
Aedward Los Banos
Deputy Director, Department Of Community Services
Presentation: COVID-19 Related 2023 Non-Profit Recovery Grant Program
Aedward Los Banos is the Deputy Director for the Department of Community Services, City and County of Honolulu. He also has experience as Associate Vice President for Administration at the University of Hawai‘i, Executive Director for the Hawai‘i Community Development Authority (HCDA), Vice President of Administration for Catholic Charities, Executive Director of the Catholic Charities, Development Corporation, and Chief Operating Officer of the Office of Hawaiian Affairs. Deputy Director Los Banos is a proud graduate of the University of Hawai‘i at Mānoa where he earned a Bachelor of Business Administration (BBA) in Accounting and Finance as well as a Master of Accountancy (MAcc) degree.
Bernice Parsons
President & Co-Founder, Vertaccount
Presentation: Outsourcing Accounting Services
Bernice Parsons has extensive experience managing start-up and offshore business process service operations. She is the President and Co-Founder of Vertaccount, a hybrid, cloud-based accounting firm that leverages its team of highly-trained Philippine-based accountants and US client service managers to deliver expert accounting services to businesses globally. Prior to forming Vertaccount, Bernice co-founded MontPac Outsourcing, where she served as its Vice-President of Sales and Marketing. Bernice was the Director of Online Marketing and Distribution of Starwood Hotels and Resorts Hawaii and was also a co-founder of one of the Philippines’s first and largest online companies, Localvibe.com, which was later purchased by GetAsia.com.
Bernice holds a Bachelor of Science degree from the Ateneo de Manila University. The Small Business Administration recognized her in 2010 as the Financial Services Champion in Honolulu. In 2013 she was a Pacific Business News 2013 “40 Under 40 honoree” and a finalist for the Hawaii State Junior Chamber of Commerce Ten Outstanding Young Person’s Award. Pacific Business New recognized her in 2021 as a Women Who Mean Business honoree. Bernice is a long time member of the Entrepreneur’s Organization (EO Hawaii) and a board member of the Outrigger Duke Kahanamoku Foundation. She is a former board and finance committee member for the YWCA of Oahu and active member of the Honolulu Executive Association.
Wayne M. Tanna, JD, LL.M
Adjunct Professor, Chaminade University
Presentation: Unrelated Business Income Tax (UBIT)
Wayne M. Tanna is a current adjunct professor and former full-time professor at Chaminade University in Honolulu, Hawaii. He has also taught at University of Hawaii and Literacy Projects on the mainland. Wayne earned his BA in Social Science from University of Hawaii, his JD from Northwestern School of Law, Lewis & Clark College, and his LLM from McGeorge School of Law, University of the Pacific. He was admitted to the Hawaii State Bar, United States Tax Court, and United States Supreme Court.
Wayne has served as an appointed member of the Taxpayer Advocacy Panel (TAP), the Hawai‘i Advisory Committee to the U.S. Commission on Civil Rights, and the Hawaii State Asset Building and Financial Education Task Force. He has provided pro bono services as a private practice Attorney and Consultant concentrating in nonprofits, tax, and civil rights law, and for over 28 years has volunteered with Volunteer Legal Services Hawaii. He has also volunteered as a coach with Hawaii Special Olympics and as an Instructor, Site Coordinator, and Tax Preparer with the Internal Revenue Service’s Volunteer Income Tax Assistance (VITA) Program. Wayne has won numerous awards including the national President’s Volunteer Service Award, 2008, presented by the President’s Council on Service and Civic Participation in recognition of exemplary volunteer service to the community and country.
His professional affiliations include the American Bar Association, Hawaii State Bar Association, Member of Sections on Tax, Estate Planning & Probate, Bankruptcy, Natural Resource and Elder Law.
Aaron Williamson
Assistant Professor of Accounting, Chaminade University
Presentation: Grant Accounting
Aaron M. Williamson Jr is a distinguished graduate of Florida A & M University where he received his Bachelors of Science in Economics with a minor in Mathematics. Aaron obtained his Masters in Accounting and Business Advisory from The University of Baltimore in Baltimore Maryland. During his time in Baltimore he worked for a Regional Accounting Firm led by ex-Anderson Partners. After graduating from U of B he went on to pursue a 6 year career with KPMG LLP; in that time Aaron obtained his CPA. Aaron is licensed by both the Hawaii and Florida State Boards of Accountancy. His Firm T-SOA, Certified Public Accounting Services is also an active professional corporation registered with the DCCA.
In recent years Aaron has shifted his service capacity to educating the future generation of accountants and business leaders, and running a community serving accounting firm focused on Small Business and Nonprofits in the State of Hawaii. As an educator he exercises the opportunity to continue to share his ever expanding knowledge and experience in the form of teaching and mentorship.
As an auditor Aaron has specialized in servicing Financial, Insurance, Governmental, Not-For-Profit and Healthcare Organizations. Specialization in these types of organizations has contributed to his knowledge and continual use of GAAP & Control Process Development stemming from his knowledge of SOX, FASB and GASB. He has continued to expand his understanding of the needs of Small Businesses and Not-For-Profit’s annually through AICPA approved continuing professional education hours & national and international conferences on accounting and business. He uses this knowledge to better serve his students, clients and employees as an Educator and CPA Firm Principal.
2023 Nonprofit Financial Seminar
Asoke Datta, EdD
Assistant Dean, School of Business and Communication, Chaminade University
With nearly 20 years of experience, Dr. Datta most recently served as Assistant Dean of the College of Business at Hawai‘i Pacific University (HPU). Prior to that, he held a number of other positions at HPU, including Assistant Dean of Distance Education, Off Campus Programs and Assistant Dean of Academics, Military Campus Programs. Asoke began his career in education at Chaminade University of Honolulu, where he served as Records Specialist in the Office of the Registrar and as Program Coordinator & Academic Advisor for the Accelerated Undergraduate Program.
Asoke received his bachelor’s degree in History from the College of Charleston in South Carolina, his master’s degree in Criminal Justice Administration from Chaminade University, and his education doctoral degree in Educational Leadership from the University of Southern California.
Richard Kido, MBA
Associate Professor of Accounting, School of Business and Communication, Chaminade University
An Associate Professor of Accounting at Chaminade University of Honolulu, Professor Kido teaches a wide range of courses in accounting, both at the undergraduate and graduate levels and his research interests include nonprofit accounting, service learning and experiential learning, and accounting education pedagogies. Richard has served as a member of the Board of Regents for Chaminade University in an ex-officio capacity as part of his role as faculty senate president (2009) and was again elected to serve during the academic year 2018-2019. Richard serves as the academic advisor to accounting majors. An inspiration to his students, he was instrumental in Chaminade University’s receiving the Presidential Award for its service-learning program. In April 2017, he was awarded the International Excellence in Teaching Award by the International Assembly for Collegiate Business Education. In June 2015, Richard was honored as the Michael E. Fassiotto Scholar-In-Residence at New York University’s Faculty Resource Network.
Prior to his entering academia in 2002, he was involved in several management positions in the private industry, including chief financial officer positions in the savings and loan, real estate development and hospitality industries for over 25 years. Richard has also operated his own firm for several years specializing in accounting and financial consulting. A graduate of Saint Louis High School in Honolulu, he received his Bachelor of Arts degree from Michigan State University and his Masters in Business Administration degree from the University of Hawaii at Manoa.
Lisa Maruyama
President and CEO, Hawaii Alliance of Nonprofit Organizations
Lisa Maruyama has served as the President and CEO of the Hawai`i Alliance of Nonprofit Organizations for 13 years. She served previously as the Vice President of Public Affairs for Bright Light Marketing, and before that as Executive Directors for the Pacific and Asian Affairs Council and the Mental Health Association. She has a particular focus in strategic thinking for systems change, nonprofit management, strategic communications and marketing, program development, sector level public policy issues and government relations.
Maruyama is on the board of the O`ahu Economic Development Board, the Advisory Committee of the University of Hawai`i at Mānoa Public Administration Program; the Hawai`i Energy Strategic Advisory Board; and the Leadership Board of Transform Hawai`i Government (THG). As of 2021, she is a founding advisory board member of the Funder Hui and on the Steering Committee of Chaminade University’s Hogan Entrepreneurial Leadership Program.
Maruyama received her BBA from the University of Hawaii at Mānoa, Shidler School of Business. She is a Pacific Century Fellow, Weinberg Fellow, PONO Fellow and was designated Top Forty Under 40 by the Pacific Business News in 2001.
Deborah W.L.M.Q. Ng-Furuhashi
Vice President, Personal Trust Division, First Hawaiian Bank
Deborah has over 29 years of experience in trust and estate planning. For the past 21 years, she has served as a First Hawaiian Bank Personal Trust Officer. Prior to that she worked as a trust officer for Bank of Hawaii for 2 years, as an attorney for Peter P. J. Ng for 5 years, and as a law clerk for a year.
Deborah earned a Bachelor of Arts degree in History and Political Science from Lewis and Clark College and received her Juris Doctor from Creighton University School of Law. She earned her Masters in International Development at American University School of International Service in Washington D.C.
Deborah is a licensed attorney in the State of Hawaii and a member of the Hawaii State Bar Association. She also graduated from the ABA Trust School. Her Professional Affiliations include Hawaii Bar Association, Hawaii Estate Planning Council, Probate and Estate Section HSBA, and Elder Law Section HSBA.
Deborah is a corporate board member of People Attentive to Children (PATCH), where she is the past board President, Vice President Secretary and Treasurer. She is President Elect and a current board member of the Hawaii Gift Planning Council. She is a board member of Make Lemonade Project. She is a past board member of Catholic Charities Hawaii, and currently volunteers on their Parish and Community relations committee. Deborah is also a past board member of the Make‐A‐Wish Foundation Hawaii, where she now serves as a member of the Wish Granting committee as well as a wish granter. Other community service has included volunteering at various Punahou and Mid Pacific School functions as a parent, past board member of the Friends of the Judiciary History Center; past board member and secretary of the Punahou Alumni Board Association; former director of the Kiwanis Executive Club; former director of Soroptimist International of Honolulu; past committee member and volunteer for the Ronald McDonald House Honolulu. She also volunteers as a lector at Mary, Star of the Sea Parish and has volunteered for the Justice Access room for Legal Aid, Meals on Wheels and Aloha United Way.
(Dick) Isoo Oshima, CPA
Founder & Co-Manager of OCCPA LLC
(Dick) Isoo Oshima is the founder & Co-Manager of OCCPA LLC, a Certified Public Accounting firm in Honolulu, Hawaii and has operated under other various company names as a principal since July 1975. He was formerly employed with Coopers (now known as PriceWaterhouseCoopers) in San Francisco and Honolulu from 1970 to 1975, prior to starting his own CPA firm on July 1, 1975.
Dick is a current member of the American Institute of Certified Public Accountants, a current Board Member for the Hawaii Estate Planning Council, the current Treasurer for the Hawaii International Film Festival, the current Treasurer, Finance Committee Chair, and Board Member of Palolo Chinese Home, and an Advisory Board Member for the Hawaii Tax Institute. Dick was the Past President of the Oahu Chapter of the Hawaii Association of Public Accountants and the Hawaii Society of CPAs. He has been a Board Member for the Chaminade Nonprofit Seminar Committee for over 15 years.
Annette Taijeron Santos, D.B.A.
Interim Dean, School of Business and Communication, Chaminade University
Joining Chaminade in June 2023, Dr. Annette Santos has more than 25 years of combined faculty and administrator experience in higher education. She is recognized for her expertise in strategic management, a focus on student success, research in entrepreneurial innovations and positive engagement with business, government, community and not-for-profit sectors.
Scott Schroeder, PhD
President, Sacred Hearts Academy
Scott Schroeder, Ph.D. was the Dean of the School of Business and Communication from 2001-2008 and 2010-2019. He is currently President of Sacred Hearts Academy. He is also a professor of management in residence at Chaminade University of Honolulu and Chair of the Board of Commissioners for the International Accreditation Council for Business Education (IACBE). Scott’s career has been lived as a management activist, dedicated to putting into practice management systems and approaches that bring out employees’ best work and eradicate employee abuse and exploitation in organizations.
His research focuses on individuals’ personal power and social influence at work, with a special interest in getting people the power they need to have personal and professional success in their careers. He is currently co-authoring an article titled “What most managers don’t know about empowerment” with legendary Organization Development researcher Samuel Culbert. He has done extensive clinical work in executive psychotherapy and coaching and consults on issues of executive development and team effectiveness.
Formerly a principal of The Laundis Group, an executive advisory firm in Newport Beach, California, his clients have included individuals and organizations from industries including entertainment, professional sports, health care, advertising, education, government services, the U.S. military, high tech, not-for-profits, and faith communities. Scott has held administrative, research, faculty, or staff positions at several universities, including Arizona State University, UCLA, and Antioch University, where he was responsible for developing a graduate program in organization development. The program was consistently ranked among the top ten programs nationally during his tenure. Before returning to Chaminade, Scott was most recently the Dean of Academic Affairs at the Bainbridge Graduate Institute, the nation’s top-ranked business school for sustainability education. He previously taught at Claremont Graduate University since 1996, where he was recognized in 2005 for outstanding teaching. Scott completed doctoral specializations in management and psychology at UCLA and post-doctoral work in leadership and organization development at Harvard University.
Wayne M. Tanna, JD, LL.M.
Adjunct Professor, Chaminade University
Wayne M. Tanna is a current adjunct professor and former full-time professor at Chaminade University in Honolulu, Hawaii. He has also taught at University of Hawaii and Literacy Projects on the mainland. Wayne earned his BA in Social Science from University of Hawaii, his JD from Northwestern School of Law, Lewis & Clark College, and his LLM from McGeorge School of Law, University of the Pacific. He was admitted to the Hawaii State Bar, United States Tax Court, and United States Supreme Court.
Wayne has served as an appointed member of the Taxpayer Advocacy Panel (TAP), the Hawai‘i Advisory Committee to the U.S. Commission on Civil Rights, and the Hawai`i State Asset Building and Financial Education Task Force. He has provided pro bono services as a private practice Attorney and Consultant concentrating in nonprofits, tax, and civil rights law, and for over 28 years has volunteered with Volunteer Legal Services Hawaii. He has also volunteered as a coach with Hawaii Special Olympics and as an Instructor, Site Coordinator, and Tax Preparer with the Internal Revenue Service’s Volunteer Income Tax Assistance (VITA) Program. Wayne has won numerous awards including the national President’s Volunteer Service Award, 2008, presented by the President’s Council on Service and Civic Participation in recognition of exemplary volunteer service to the community and country.
His professional affiliations include the American Bar Association, Hawaii State Bar Association, Member of Sections on Tax, Estate Planning & Probate, Bankruptcy, Natural Resource and Elder Law.
Wendy Lam, Ph.D.
Associate Professor, Business Administration, and Sport and Event Management, Chaminade University
Dr. Wendy Lam is an Associate Professor of Business at Chaminade University of Honolulu. Currently, she is the coordinator of the Sport and Event Management program and the internship coordinator for the School of Business and Communication. Dr. Lam has been teaching since 1986 and has over twenty years of professional experience in food manufacturing and retailing business with clients from major airlines and hotels. She also conducts training programs and prepares marketing plans for major corporations in the United States.
Teaching is more than a career to her. It is her life passion. Before coming to Chaminade, Dr. Lam has received the Teacher of the Year award in 2018 and the Golden Apple Award of Distinguished Undergraduate Teaching in 2016 from her former university. Dr. Lam has presented at various domestic and international conferences and published in the field of tourism, marketing, and education. She is active in the business community and serves as a board member of several nonprofit organizations in Honolulu.
