Chaminade University of Honolulu
Nonprofit Financial Seminar
Mahalo for joining us for the 21st Annual Nonprofit Financial Seminar August 8, 2024
and thank you for all that you do to serve the community!
Materials for 2024 guests/participants continue to be posted.
Please save the date August 7, 2025
for the 22nd Annual Nonprofit Financial Seminar!
For more information, please contact [email protected].
Subject to Change; Please continue to check here for updates
7:00-8:00 AM | Check In |
8:00–8:05 AM 8:05-8:55 AM | Welcome Federal Update Speaker: Trever Asam, Cades Schutte Moderator: Richard Kido, Chaminade University of Honolulu |
8:55–9:05 AM | Break |
9:05–9:55 AM | State Tax Update Speaker: Tom Yamachika, Tax Foundation of Hawaii and Aloha State Tax Moderator: Richard Kido, Chaminade University of Honolulu |
9:55-10:05 AM | Break |
10:05–10:55 AM | Artificial Intelligence Speakers: Clyde Shiigi, Data House and Kaleokalani Kuroda, HawaiiUSA FCU Moderator: Richard Kido, Chaminade University of Honolulu |
10:55-11:05 AM | Break |
11:05–11:55 AM | Panel Discussion: Attracting and Developing the Next Generation of Nonprofit Leaders Moderator: Deborah Ng-Furuhashi, First Hawaiian Bank Panelists: Madalyn Kenney Bumanglag, Make-A-Wish Hawaii AJ Halagao, Hawai`i Leadership Forum Tyler Kurashige, Big Brother Big Sisters Hawaii Kawika Riley, Kupu |
11:55AM-12:55 PM 12:55-1:10 PM | Networking Lunch and Business Announcements and Raffle |
1:10–1:20 PM | Break / Transition to Breakout Sessions |
1:20-2:10 PM | BREAKOUT SESSIONS Financial Clinic, Basic (Note: Clinic is 1:20-4:10 PM) Speaker: Aaron Williamson, Chaminade University of Honolulu Financial Track Session #1: Form 990 Preparation Speaker: Richard Kido, Chaminade University of Honolulu Moderator: Wayne Tanna, Chaminade University of Honolulu Operational Track Session #1: Cybersecurity Awareness in Today’s Business Environment Speaker: Eduard “Eddie” Merc, Chaminade University of Honolulu Moderator: Annette Santos, Chaminade University of Honolulu |
2:10-2:20 PM | Break |
2:20-3:10 PM | BREAKOUT SESSIONS Financial Clinic, Basic (Cont’d) Speakers: Aaron Williamson and Richard Kido, Chaminade University of Honolulu) Financial Track Session #2: General Excise Tax Speaker: Wayne Tanna, Chaminade University of Honolulu Operational Track Session #2: Nonprofit Strategic Planning Speaker: Scott Schroeder, Chaminade University of Honolulu (formerly with Sacred Hearts Academy) Moderator: Annette Santos, Chaminade University of Honolulu |
3:10-3:20 PM | Break |
3:20-4:10 PM | BREAKOUT SESSIONS Financial Clinic, Basic (Cont’d) Speakers: Aaron Williamson and Richard Kido, Chaminade University of Honolulu Financial Track Session #3: Impact of Recent Events: Fundraising/Funding Challenges Speaker: Mary Leong Saunders, Hawai`i Community Foundation Moderator: Wayne Tanna, Chaminade University of Honolulu Operational Track Session #3: The Future of Nonprofits Speaker: Micah Kane, Hawai`i Community Foundation* w/ Lynn Babington, Chaminade University of Honolulu Moderator: Annette Santos, Chaminade University of Honolulu |
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).
Madalyn Kenney Bumanglag
Chief Development Officer, Make-A-Wish® Hawaii
Panelist: Attracting and developing the next generation of nonprofit leaders
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.
AJ Halagao
President, Hawai`i Leadership Forum
Panelist: Attracting and developing the next generation of nonprofit leaders
As President of the Hawaii Leadership Forum (HLF) since October 2023, AJ Halagao has been responsible for advancing and shaping the future of HLF. AJ is a member of Cohort II (2007) of the Omidyar Fellows, HLF’s cornerstone cohort-based development program, which aims to enhance connections among leaders and foster durable change in communities and organizations. HLF also offers the Leaders Lab, providing one-day intensive experiences, to identify and build leadership skills.
Prior to joining HLF, AJ served as Vice President of Corporate & Community Advancement at Hawaiian Electric Industries (HEI) and as President of the HEI Charitable Foundation.
AJ currently chairs the HawaiiKidsCAN board of directors and the Filipino Community Center board of governors, and he is Vice Chair of the University of Hawaii Pacific Asian Center for Entrepreneurship (PACE) and the PBS Hawaii board of directors. He is also a current board member of the East-West Foundation and Hawaii Green Growth UN Local 2030 Hub. AJ earned a BS in Commerce from the University of Virginia, an MBA from the University of Hawaii at Manoa Shidler College of Business, and a JD from UCLA School of Law.
Micah Kane
Chief Executive Officer & President, Hawai`i Community Foundation
Presentation: The Future of Nonprofits
Micah A. Kāne is CEO and president of the Hawai‘i Community Foundation (HCF), the state’s largest and oldest Foundation that works with individuals, families, foundations, government agencies, and organizations to transform lives and improve our communities. Before becoming HCF’s third CEO and president in July 2017, Micah served as its president and chief operating officer. He was responsible for leading the executive team and day-to-day operations. He also served on the HCF Board of Governors for eight years before joining HCF.
His previous work experience includes serving as chief operating officer of Pacific Links International, responsible for operations and acquisitions of all residential and resort development in Hawai‘i. He was also the chairman of the Hawaiian Homes Commission and the Department of Hawaiian Home Lands, a 200,000-acre native Hawaiian land trust. Micah recently served as a trustee for Kamehameha Schools. He also served as the government affairs liaison for the Building Industry Association of Hawai‘i. He was raised in Hawai‘i and is a graduate of the Kamehameha Schools, Menlo College, and Shidler College of Business at the University of Hawai‘i at Mānoa where he received his MBA.
In the December of 2020 issue of Hawai‘i Business Magazine, Micah was named and recognized as CEO of the Year. Over the years, Micah has been recognized with various awards including the 2019 University of Hawai‘i at Mānoa Shidler College of Business Hall of Honors award, the Koa Anvil Award of Excellence, the Salvation Army Partners in the Community Service Award, the Hawaiian Leader of the Year Award from the Ko‘olaupoko Hawaiian Civic Club, Ho‘oulu Leadership Award for Government, Menlo College Hall of Fame- Football Inductee, Environmental Council Award, Spirit of the Year Award from the Aloha United Way and the Housing Advocate of the Year Award from the Building Industry Association of Hawai‘i.
Micah currently serves as a corporate Board of Director with Hawaiian Electric Industries, and on the Boards of Directors for the Hawaiʻi Executive Collaborative and the Hawaiʻi Data Collaborative.
Richard Kido, MBA
Associate Professor of Accounting, School of Business and Communication, Chaminade University
Presentation: Financial Clinic, Form 990 Preparation / Also Moderator: Main Morning 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.
Tyler Kurashige
President and CEO, Big Brothers Big Sisters Hawaii
Panelist: Attracting and developing the next generation of nonprofit leaders
Tyler Kurashige serves as the President and CEO of Big Brothers Big Sisters Hawaii, where he leads volunteer-based mentoring programs for children aged six to 18 on Oahu, Maui and Kauai. With 18 years of tenure at the organization, Tyler has held key roles including Chief Operations Officer and Director of Program Operations. In these capacities, he has overseen statewide operations, implemented strategic initiatives, cultivated diverse community partnerships, and secured essential funding to expand and sustain programs.
Tyler brings over 20 years of experience in community-based human services organizations. He earned his undergraduate degree in Family Resources and a graduate degree in Public Administration from the University of Hawaii at Manoa.
Kaleokalani Kuroda
Chief Operation Officer, HawaiiUSA Federal Credit Union
Co-Presenting: Artificial Intelligence
Kaleokalani Kuroda joined HawaiiUSA Federal Credit Union in 2006 and has served as Chief Operating Officer since 2023. He manages overall operations such as payment operations, administration, enterprise project and portfolio management, and organizational transformation. A key aspect of his role involves utilizing member feedback to enhance efficiency and processes. Additionally, Kaleo leads HawaiiUSA’s Leadership Accelerator Program, an intensive leadership development cohort tailored for HawaiiUSA employees. He is co-presenting with Clyde Shiigi.
Eduard “Eddie” Merc
MBA Program Director, Assistant Professor, Chaminade University
Presentation: Cybersecurity Awareness in Today’s Business Environment
Dr. Eduard “Eddie” Merc, originally from Slovakia, Eastern Europe, has taught at the University level for over 16 years in areas such as international business management, global comparative management, computer science, entrepreneurship, business technology management, business data analytics, business statistics, operational management and business process management. Prior to teaching at Chaminade University of Honolulu, he taught extensively at Hawaii Pacific University, University of Hawai`i at Mānoa, and Brigham Young University-Hawaii.
Eddie also has experience in the corporate and nonprofit sectors. As Interim Manager/Specialist, Leadership and Professional Development at Hawaiian Airlines, he designed and managed Leadership and Professional Development (LPD) curriculum and workshops. Then, as a Senior Manager in Educational Learning Design and Support (LDS), he managed various computer-based courses (CBTs) to provide technical and professional development training to over 1,800 + employees. Also, as a former Director of Adult Tennis Development at United States Tennis Association (USTA), Eddie managed one of the largest nonprofit programs in sports industry throughout Hawai`i for 3 years.
Eddie is a proud member of the Hawai`i Air National Guard, where he serves as Financial Management Technician at Pearl Harbor-Hickam, and will soon be transitioning to Cyberspace Operations Command at Wheeler AFB.
Eddie received his BS in Information Systems and BA in International Business from Brigham Young University-Hawaii, his MBA and MSIS from Hawaii Pacific University, and his Ph.D. in Education, with a concentration in Learning Design & Educational Technology Systems at University of Hawai`i at Mānoa.
Deborah W.L.M.Q. Ng-Furuhashi
Vice President, Personal Trust Division, First Hawaiian Bank
Moderator: Panel Discussion
Deborah Ng-Furuhashi has over 30 years of experience in trust and estate planning. For the past 22 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, as an attorney for Peter P. J. Ng, and as a law clerk.
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 Master’s 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, Elder Law Section HSBA and the Business Law Section HSBA.
Deborah is a corporate board member and current Secretary of People Attentive to Children (PATCH), where she is the past board President, Vice President 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 member of the Kamehameha V Judicial History Center capital campaign committee. She is a past board member of Catholic Charities Hawaii and volunteer speaker for Catholic Charities Sunday. 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 is a member of the finance committee at Mary, Star of the Sea Parish along with being a lector, and she has volunteered for the Justice Access room for Legal Aid, HSBA legal hotline for the Maui Wildfires, Meals on Wheels and Aloha United Way.
Kawika Riley
Vice President of External Affairs, Kupu
Panelist: Attracting and developing the next generation of nonprofit leaders
Kawika Riley is the Vice President of External Affairs at Kupu, a nonprofit organization in Honolulu working to empower youth to serve their communities through character-building, service-learning and environmental stewardship opportunities that encourage pono (integrity) with ke Akua (God), self and others. In this role, he oversees Kupu’s initiatives in public relations, strategic partnerships, government affairs and development, all aimed at benefiting ‘aina, youth, and Hawaii’s economy.
At Kupu, he has also served as Senior Director of External Affairs, focusing on public relations, strategic partnerships, government affairs, and development, and Director of Government Relations and Strategic Partnerships, helping to steer the Kupu `Aina Corps, a green jobs corps program that employed hundreds of displaced workers and recent graduates.
Kawika has over 17 years of experience in nonprofit leadership and public policy and has held influential positions in state, federal, and nonprofit organizations. He led statewide community change initiatives at Liliʻuokalani Trust, served as chief advocate at the Office of Hawaiian Affairs, was national spokesman for the U.S. Transportation Security Administration during President Obama’s first term, and worked for Senator Daniel K. Akaka. He has also taught at George Washington University, participated in the Omidyar Fellow Program, and served on the Hawai`i State Commission on Fatherhood.
Kawika received his Bachelor’s degree in Political Science from the University of Northern Colorado, his Master’s degree in Political Management from George Washington University, and his Ph.D. in Political Science from the University of Hawaii at Manoa.
Annette Taijeron Santos, D.B.A.
Interim Dean, School of Business and Communication, Chaminade University
Moderator: Operational Track
Dr. Annette Santos joined Chaminade University of Honolulu in June 2023, as Interim Dean at the School of Business and Communications. A former Dean at the University of Guam, she has more than 25 years of combined faculty and administrator experience in higher education. She is a current board member of Pacific Asia Travel Association (PATA) and Chair of the Notre Dame High School Board of Directors. In the past she has served as President of e-Rotary Club of Pago Bay Guam, President-elect of Soroptimist International of the Marianas, President of Local First, Guam, a member of the Guam Chamber of Commerce Small Business Focus and Development Committee, and a member of the U.S Scholar Delegation to the Republic of China-Taiwan. 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. Dr. Santos received a Bachelor in Psychology and a Master of Business Administration from the University of Guam and a Doctor of Business Administration in Strategic Management from Alliant International University.
Mary Leong Saunders
Vice President of Philanthropy, The Hawaii Community Foundation
Presentation: Impact of Recent Events: Fundraising/Funding Challenges
Mary Leong Saunders has led community service in various capacities for many years, and she has extensive experience in fund development, donor stewardship, program development, staffing, and volunteer training. Since 2023, when Saunders became Vice President of Philanthropy at Hawaii Community Foundation (HCF), she has overseen HCF’s development and donor relations department. In August of 2023, HCF activated the Maui Strong Fund which has raised $190 million for those affected by the Maui wildfires.
Prior to working at HCF, she led fund development and community engagement programs and activities for about six years, as Vice President of Philanthropy for Catholic Charities Hawai‘i. Before that, she has provided leadership in her roles as Executive Director of Family Promise of Hawaii, a nonprofit organization serving homeless families with children, Executive Director of the Rotary Club of Honolulu, and State Supervisor of the National Assessment of Education Progress, a congressionally-mandated assessment for the U.S. Department of Education. She has also been a member of the Association of Fundraising Professionals and has served on the board of the Junior League of Honolulu.
Saunders is a graduate of Maryknoll High School and the University of Colorado, where she received her Bachelor’s degree in English Literature.
Scott Schroeder
Professor of Management in Residence, Chaminade University of Honolulu
Presentation: Nonprofit Strategic Planning
Scott Schroeder, Ph.D. is Professor of Management in Residence at Chaminade University. Scott’s career has been lived as a management activist, dedicated to enhancing employee empowerment and advancing livable, high-performing organizations.
His research focuses on individuals’ personal power and social influence at work, with special interest in getting people the power they need to have personal and professional success in their careers. Scott has served on the editorial board for the Journal for Excellence in Business Education and as Chair of the Board of Commissioners for the International Accreditation Council for Business Education (IACBE).
Scott has done extensive clinical work in executive psychotherapy and consults on issues of executive development, strategy development and executive team effectiveness. His clients have included individuals and organizations from industries including entertainment, professional sports, health care, advertising, education, government services, the U.S. military, social services, and faith communities.
He has held faculty or administrative positions at several universities, including Arizona State University, UCLA, and Antioch University, where he developed a graduate program in Organization Development that was consistently ranked in the top ten nationally by The OD Practitioner during his tenure as chair. Scott was the longest serving dean of Chaminade’s business school in the University’s history. He was also the Dean of Academic Affairs at the Bainbridge Graduate Institute, which was the nation’s top-ranked school for sustainable business by Net Impact and one of BusinessWeek’s top 50 innovation schools in the world. He has taught at Claremont Graduate University since 1996, and has been recognized by students and alumni there for outstanding teaching. Most recently, Scott served as the president of Sacred Hearts Academy in Honolulu.
Scott completed doctoral specializations in management and psychology at UCLA, as well post-doctoral work at Harvard University.
Clyde Shiigi
Chief Innovation Officer, DataHouse
Co-Presenting: Artificial Intelligence
Clyde Shiigi’s career at DataHouse began in 1980 as a student intern, culminating in his current role as Chief Innovation Officer after 43 years of dedicated service. During his tenure, Clyde has held various positions within the company, including President/CEO from 2002 to 2013, contributing significantly to DataHouse’s recognition through local and international awards, strategic partnerships, and a diverse client portfolio.
With over 43 years of experience in information technology consulting, Clyde has overseen the expansion of DataHouse’s services to encompass technology consulting, software product development, managed services, mobile application development, cloud-based solutions, and artificial intelligence. His leadership has been instrumental in establishing and nurturing relationships with government agencies and commercial businesses in Hawaii, the U.S. Mainland, and Asia, while also facilitating the company’s expansion into new markets.
Additionally, he continues to serve as a Business Advisory Board member at Chaminade University, School of Business and Communication.
Wayne M. Tanna, JD, LL.M
Adjunct Professor, Chaminade University
Presentation: General Excise Tax, and Facilitator for Financial Track / Also Moderator: Financial Track Breakout Sessions
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: Financial Clinic
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. In Baltimore, he worked for a regional accounting firm led by former partners at Arthur Anderson. After graduating from U of B, he went on to pursue a 6-year career with KPMG LLP during which Aaron earned his CPA. Aaron is licensed by both the Hawaii and Florida State Boards of Accountancy.
Since 2015, Aaron has run an accounting firm, T-SOA, Certified Public Accounting Services, which is registered with the DCCA and focuses on Small Business and Nonprofits in the State of Hawaii. As an auditor, Aaron has specialized in servicing financial, insurance, governmental, not-for-profit and healthcare organizations, and he has extensive experience in and knowledge of GAAP & Control Process Development, SOX, FASB and GASB. He has continued to expand his understanding of the needs of small businesses and not-for-profits annually through AICPA-approved continuing professional education and national and international conferences on accounting and business. Aaron has taught at Chaminade University of Honolulu since 2012 and enjoys teaching, mentoring, and sharing his experience and knowledge with his students, clients and employees.
Tom Yamachika
President, Hawaii Tax Foundation, and Principal, Aloha State Tax, LLLC
Presentation: State Tax Updates
Tom Yamachika is the President of the Tax Foundation of Hawaii, and the President/Secretary of the Board of Directors for the Tax Foundation of Hawaii, a private, nonprofit, nonpartisan educational organization dedicated to promoting efficiency and economy in Hawaii governments, collecting, analyzing, data about governmental finances and taxation, and sharing the information with the public. As such, Tom writes weekly tax-related articles, many of which appear in Civil Beat, Hawaii Free Press, The Garden Island, the Maui News, and West Hawaii Today. Since 2013, Tom has also operated Aloha State Tax, offering legal service with an emphasis on Hawaii state taxation and tax consulting service, including diagnostic reviews (reverse audits).
Tom’s prior experience includes: Principal at Accuity LLP (formed from the Honolulu office of Coopers & Lybrand which would later become PricewaterhouseCoopers); Director at PricewaterhouseCoopers LLP; Administrative Rules Specialist in the State of Hawaii Department of Taxation from 1994 to 1996; and work in litigation and tax law at Cades Schutte Fleming & Wright in Honolulu.
Tom hails from W.R.Farrington High School. He received his Bachelor’s degree, Magna Cum Laude, in Engineering and Applied Science from Yale College, where he was also elected Tau Beta Pi and Phi Beta Kappa. He received his Juris Doctor degree from the University of California at Berkeley, where he was a Note and Comment Editor of the California Law Review. Tom is a Tax Committee affiliate member of the Hawaii Society of Certified Public Accountants and a member of the Honolulu Japanese Chamber of Commerce, the board of directors of Goodwill Contract Services of Hawaii, and Hawaii State Bar Association. In the past, he also served as Problems Coordinator for Oahu Math League, an organization sponsoring mathematics competitions for Oahu high school students, President of the Hawaii Loa Ridge Association, and 2014 Vice Chair of the Honolulu Real Property Tax Advisory Commission.
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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.
Deborah W.L.M.Q. Ng-Furuhashi
Vice President, Personal Trust Division, First Hawaiian Bank
Deborah Ng-Furuhashi has over 30 years of experience in trust and estate planning. For the past 22 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, as an attorney for Peter P. J. Ng, and as a law clerk.
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 Master’s 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, Elder Law Section HSBA and the Business Law Section HSBA.
Deborah is a corporate board member and current Secretary of People Attentive to Children (PATCH), where she is the past board President, Vice President 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 member of the Kamehameha V Judicial History Center capital campaign committee. She is a past board member of Catholic Charities Hawaii and volunteer speaker for Catholic Charities Sunday. 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 is a member of the finance committee at Mary, Star of the Sea Parish along with being a lector, and she has volunteered for the Justice Access room for Legal Aid, HSBA legal hotline for the Maui Wildfires, 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
Dr. Annette Santos joined Chaminade University of Honolulu in June 2023, as Interim Dean at the School of Business and Communications. A former Dean at the University of Guam, she has more than 25 years of combined faculty and administrator experience in higher education. She is a current board member of Pacific Asia Travel Association (PATA) and Chair of the Notre Dame High School Board of Directors. In the past she has served as President of e-Rotary Club of Pago Bay Guam, President-elect of Soroptimist International of the Marianas, President of Local First, Guam, a member of the Guam Chamber of Commerce Small Business Focus and Development Committee, and a member of the U.S Scholar Delegation to the Republic of China-Taiwan. 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. Dr. Santos received a Bachelor in Psychology and a Master of Business Administration from the University of Guam and a Doctor of Business Administration in Strategic Management from Alliant International University.
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.
Lai Ieng Yee, CPA
Director, OCCPA LLC
Lai Ieng is a seasoned CPA in nonprofit tax planning and compliance, with over 15 years of experience in the field. She has a deep understanding of the unique tax challenges and opportunities facing nonprofit organizations and is dedicated to helping nonprofit organizations navigate the complex regulations.
Actively engaged in the professional community, Lai Ieng is a member of several organizations, including the Hawaii Society of Certified Public Accountants, The ACIPA, Hawaii Association of Public Accountants, Hawaii Estate Planning Council, and Honolulu Japanese Chamber Commerce of Hawaii. She has also served as the past board of director and committee member of the Accounting and Financial Women’s Alliance, Institute of Management Accountants, Honolulu Japanese Chamber Commerce of Hawaii, and Chinese Chamber of Commerce. She is currently actively engaged in the Hawaii International Film Festival and is a strong supporter in Chinese lion dance and martial arts.
Her commitment to excellence and passion for supporting charitable organizations make her a trusted advisor in the nonprofit sector.
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