Chaminade University of Honolulu
Nonprofit Financial Seminar
REGISTER NOW FOR EARLY DISCOUNT!
22nd Annual Nonprofit Financial Seminar
Thursday, August 7, 2025
Early Registration (Around April 1) to 4 PM June 2, 2025 $225
Regular Registration 4 PM June 2, 2025 to July 2, 2025 $275
CPE Credit Additional Charge $50
Deadline for Cancellation with Refund: July 2, 2025
For information on scholarships, please contact [email protected].
Subject to Change; Please continue to check here for updates
| 7:00-8:00 AM | Check In |
| 8:00–8:15 AM 8:15-9:05 AM | Welcome Topic: Federal Update Speaker: Trever K. Asam, Partner, Cades Schutte LLP |
| 9:05–9:15 AM | Break |
| 9:15–10:05 AM | State Tax Update |
| 10:05-10:15 AM | Break |
| 10:15–11:05 AM | Fundraising (Exact topic TBD) Speaker: Jennifer Oyer, Founder & Chief Joy Officer, Community Impact Advisors |
| 11:05-11:15 AM | Break |
| 11:15–12:05 PM | Panel Discussion: How to Build a Board (Exact topic TBD) Panelists including: Pōhai Nu‘uhiwa Campbell, Partner, Cades Schutte LLP Kyle Shelly, Sr. VP of American Savings Bank Steven J. Teruya, President & CEO, Honolulu Japanese Chamber of Commerce Moderator: Wayne M. Tanna, Adjunct Professor, Chaminade University |
| 12:05 PM – 12:55 PM 12:55-1:10 PM | Lunch Session: Topic: State Legislative Updates (Exact topic TBD) Speaker: Melissa Pavlicek, President and Co-Founder of Hawaii Public Policy Advocates, LLC. Announcements |
| 1:10–1:20 PM | Break / Transition to Breakout Sessions |
| 1:20-2:10 PM | BREAKOUT SESSIONS Financial Track Session #1: Grant Compliance (Exact topic TBD) Speaker: Cathy Alsup, Principal, Hope Partners Hawai‘i Operational Track Session #1: Expectations of Board Members (Exact topic TBD) Speaker: Jerry Rauckhorst, Former President & CEO, Catholic Charities Hawaii |
| 2:10-2:20 PM | Break |
| 2:20-3:10 PM | BREAKOUT SESSIONS Financial Track Session #2: Audit Preparation Operational Track Session #2: Grants (Exact topic TBD) |
| 3:10-3:20 PM | Break |
| 3:20-4:10 PM | BREAKOUT SESSIONS Financial Track Session #3: Nonprofit Budgeting (Exact topic TBD) Speaker: Paul Y. Kobayashi, Jr., Vice President – Finance, Catholic Charities Hawai`i Operational Track Session #3: Artificial Intelligence (Exact topic TBD) Speaker: Blake Parsons, CEO / Scout Executive, Scouting America, Aloha Council |
Cathy Alsup, CFRE, GPC
Principal, Hope Partners Hawaii
Presentation: Grant Compliance (Exact Topic TBD)
Cathy Alsup serves as the Principal Consultant for Hope Partners Hawaii, a fundraising firm specializing in grant writing, grants consulting, and capital campaigns. With over 25 years of professional fundraising experience throughout Hawaii, Cathy has successfully raised more than $40 million dollars for Hawaii’s nonprofit organizations.
Before joining Hope Partners, Cathy dedicated 12 years to the American Cancer Society, where she held positions as Executive Director for Hawaii & Guam and Major Gifts Campaign Director for the $14 million Hope Lodge Hawaii capital campaign. Her career also includes roles as Director of Social Enterprise for YWCA of Oahu, President of Marketing Solutions Hawaii, and Principal of The FundDevelopment Group.
Cathy is among only 27 fundraisers in Hawaii to hold the Certified Fund Raising Executive (CFRE) designation and is one of three professionals in the state with the Grant Professional Certified (GPC) credential.
In her volunteer capacity, Cathy previously served as board president for the Association of Fundraising Professionals, Aloha Chapter, representing 180 professional fundraisers throughout our community. She currently sits on the board of directors for Grace Place Hawaii. Cathy is a Punahou School graduate and holds a Bachelor of Science degree in Finance and Marketing from the University of Oregon.
Trever K. Asam
Partner, Cades Schutte LLP
Presentation: Federal Update (Exact Topic TBD)
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).
Pōhai Nu‘uhiwa Campbell
Partner, Cades Schutte LLP
Panelist: How to Build a Board (Exact topic TBD)
Pōhai Nu‘uhiwa Campbell is a Partner at Cades Schutte with over seven years’ experience in estate planning, probate and trust administration, and trusts and estate disputes.
Prior to joining the firm, Pōhai served as a judicial law clerk for Chief Justice Mark E. Recktenwald of the Hawai‘i Supreme Court, and the Honorable Gary W.B. Chang (ret.) of the Circuit Court of the First Circuit, State of Hawai‘i, as well as judicial extern for Associate Justice Sabrina S. McKenna of the Hawai‘i Supreme Court, and the Honorable Dexter D. Del Rosario (ret.) of the Circuit Court of the First Circuit, State of Hawai‘i. Prior to law school, she taught and coached volleyball at Kamehameha Schools and Punahou School.
Pōhai is currently a Director with the Hawaii Estate Planning Council, and previously served as a Board Member of Hawai’i Nature Center, Hawaii Women Lawyers, and the Hawaii State Bar Association’s Probate and Estate Planning Section and Elder Law Section. Pōhai is also an entrepreneur and co-founder of Kaleimamo Hawaiʻi, which specializes in reusable, cloth diapers and eco-friendly products that feature Native Hawaiian designs and language. Pōhai earned her law degree from the William S. Richardson School of Law at the University of Hawai‘i, magna cum laude, and her Bachelor of Science in Early Childhood Education from Winthrop University in South Carolina.
Paul Y. Kobayashi
Vice President – Finance, Catholic Charities Hawaii
Presentation: Nonprofit Budgeting
Paul Y. Kobayashi, Jr. is the Vice President – Finance at Catholic Charities Hawai`i. In this role since April 2020, he has overseen all aspects of finance and fiscal administration, including financial accounting and reporting, development and management of strategic planning and budget, information technology, and facilities management.
Kobayashi has over 20 years of executive financial management experience in the not-for-profit, higher education, and public company sectors, including roles as Vice President for Administration and Chief Financial Officer for the UH Foundation, the largest institutionally-related foundation in the State of Hawaii, Director – Financial Management and Controller from 2010 to 2012 for the University of Hawaii – System, and Vice President – Controller for Hawaiian Airlines, Inc. from 2002 to 2008. With a focus on employing industry-leading technology and best practices to improve enterprise performance and productivity, he streamlined financial and fiscal policies, improved the internal and accounting control environment, and implemented industry-leading innovative practices.
Kobayashi holds a Bachelor of Business Administration in Accounting from the University of Hawaii at Manoa. He is a Certified Public Accountant (inactive status).
Blake Parsons
CEO / Scout Executive, Scouting America, Aloha Council
Presentation: Artificial Intelligence (AI)
Since November 2023, Blake Parsons, an Eagle Scout, has served as CEO and Scout Executive of Scouting America, Aloha Council, which provides character-building and leadership development programs to nearly 4,000 youth and 2,000 adult volunteers across Hawai‘i, Guam, and American Samoa. Under his leadership, the Aloha Council is focused on strengthening financial reserves, deepening donor engagement, expanding scholarship opportunities, growing volunteer leadership, and increasing access to the Council’s vast collection of camp properties for broader community use—ensuring Scouting remains a vital resource for youth and families across the Pacific.
Blake brings a wealth of experience in nonprofit leadership, trade associations, fundraising, and public relations. He most recently served as the Director of Labor Relations for the Sheet Metal, Air Conditioning & Roofing Contractors Association (SMARCA, Inc.) of Minnesota, North Dakota, and South Dakota, representing over 300 union contractors in industry promotion, contract negotiations, and government relations. Before that, he was the Executive Director of SMACNA Hawaii, where he led the state’s sheet metal and air conditioning industry association. His career also includes roles as Executive Director of the Republican Party of Hawai‘i, business development at Redmont Group, a public relations role at Becker Communications, and work on Governor Linda Lingle’s U.S. Senate campaign.
Beyond his professional experience, Blake has been an active community leader. Prior to his current role, he was a longtime volunteer with Scouting America, Aloha Council, serving on multiple committees. He is a national speaker on board development, recruitment, and training and has served in key nonprofit leadership roles, including chair of Ho‘okāko‘o Corporation, a Hawaiian-focused charter school management organization, and a member of the Homeless Veterans Task Force.
Blake is a graduate of the University of Hawai‘i at Hilo. His wife, Nahelani, is president of Pacific Government Relations, and they have two young daughters, Anela and Malia.
Melissa Pavlicek
President and Co-founder of Hawaii Public Policy, Advocates, LLC
Presentation: State Legislative Updates
Melissa Pavlicek, J.D., SHRM-CP is an attorney, lobbyist, and nonprofit executive with over 30 years of advocacy experience in state and local government affairs. She co-founded Hawaii Public Policy Advocates, LLC and began serving as its President in 2005. The firm provides government relations services and works to influence government policies at the state and local level in Hawaii by engaging with legislators, building relationships with stakeholders, and advocating for specific policy positions on behalf of clients. She has also served as Executive Director, Association Management, for the Building Owners and Managers Association Hawaii (BOMA Hawaii) since 2017 and taught as an adjunct professor at Chaminade University and the William S. Richardson School of Law at the University of Hawaii.
Melissa serves as Vice President of the Board of the Hawaiian Humane Society and a Co-Chair of a Women in Government Relations Task Force on Technology, Telecommunications, and Intellectual Property. She previously served as an elected President of Hawaii Women Lawyers and appointed member of Hawaii’s first Law Enforcement Independent Review Board, as well as a Board Member of Catholic Charities Hawaii and YWCA of O`ahu.
Melissa is a graduate of Baldwin High School in Maui and earned her bachelor’s degree in journalism from the University of Hawaii and JD from William S. Richardson School of Law.
Jerry Rauckhorst
Former President/CEO of Catholic Charities Hawaii
Presentation: Expectations of Board Members (Exact title TBD)
Jerry Rauckhorst is the former President/CEO of Catholic Charities Hawaii (CCH), where he served for over 22 years. Prior to that he served as Associate Executive Director of Catholic Charities in Cleveland before becoming the Director of Catholic Charities in Pittsburgh. Jerry helped CCH, serving nearly 40,000 clients a year with 300 staff, grow from an annual budget of $9 million to $27 million, and unified four divisions with separate locations under one roof at a new home in Makiki.
Jerry has considerable experience in leadership, management, strategic planning, board development, and fundraising including capital funding. In addition to his achievements as President/CEO, Jerry taught courses in Nonprofit Management at Chaminade University and participated in the Hogan Entrepreneurial Leadership program.
He has served on a number of boards including the Board of Catholic Charities USA, the Board of Advisors for Catholic Charities and the Hawaii Employees’ Retirement System Board of Trustees. He has also served on the Advisory Boards for The Mediation Center of the Pacific and Ho’ola Na Pua,
Jerry earned his BA from University of Akron in 1973 and a Master of Social Science Administration from Case Western Reserve University – Mandel School of Applied Social Sciences.
Kyle J. Shelly
Senior Vice President and Director of Corporate Banking, American Savings Bank
Panelist: How to Build a Board (Exact topic TBD)
Kyle Shelly is a seasoned banker with over 17 years of experience and serves as the Senior Vice President and Director of Corporate Banking at American Savings Bank (ASB).
He joined ASB in 2012 as Vice President, Corporate Banking and was quickly promoted to First Vice President. Prior to joining ASB, he was a Portfolio Management Officer in Corporate Banking at Bank of Hawaii. He was also a Senior Analyst managing mergers and acquisitions at a Boutique Capital Advisory firm in California.
Kyle has earned recognition for his business and community contributions, including being named to Pacific Business News’ 40 Under 40 and Hawaii Business Magazine’s 20 for the Next 20. He was recognized for surpassing his $25 million local business loan goal by 400%, originating $100 million in local business loans in four years with zero losses. Kyle holds a portfolio that generates the largest share of ASB’s merchant fee income.
He is active with the Chamber of Commerce Hawaii Young Professionals program while also serving on the Chamber’s Board, and he is a board member for the Domestic Violence Action Center.
Originally from Guam, Kyle completed high school in San Diego and earned a bachelor’s degree with distinction in finance from San Diego State University. He also holds an Executive Leadership Certificate from the University of Washington Foster School of Business and graduated from the Pacific Coast Banking School at the University of Washington’s Graduate School of Business.
Steven Teruya
President & CEO, Honolulu Japanese Chamber of Commerce
Panelist: How to Build a Board (Exact topic TBD)
Steven Teruya is the President & CEO of the Honolulu Japanese Chamber of Commerce (HJCC), a role he has held since February 2022.
Before joining HJCC, Steven spent 47 years at Finance Factors, serving as President & Chief Operating Officer for the last 24 years. His responsibilities included developing and executing the company’s strategic plan, overseeing budgeting, and managing financial forecasting.
Bringing the same disciplined approach to HJCC, he refreshes the organization’s strategic plan annually, develops and updates a five-year financial forecast to anticipate future challenges, and focuses on board development to ensure leadership continuity.
One of his key initiatives at HJCC has been transitioning to a new website platform, enhancing user experience, improving member engagement, and streamlining event and project management.
Steven is a graduate of Mid-Pacific Institute, the University of Hawai‘i at Mānoa, and the Pacific Coast Graduate Banking School at the University of Washington.
PLATINUM SPONSORS
GOLD SPONSORS
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.
Paul Y. Kobayashi, Jr.
Vice President – Finance at Catholic Charities Hawai`i
Paul Y. Kobayashi, Jr. is the Vice President – Finance at Catholic Charities Hawai`i. In this role since April 2020, he has overseen all aspects of finance and fiscal administration, including financial accounting and reporting, development and management of strategic planning and budget, information technology, and facilities management.
Kobayashi has over 20 years of executive financial management experience in the not-for-profit, higher education, and public company sectors, including roles as Vice President for Administration and Chief Financial Officer for the UH Foundation, the largest institutionally-related foundation in the State of Hawaii, Director – Financial Management and Controller from 2010 to 2012 for the University of Hawaii – System, and Vice President – Controller for Hawaiian Airlines, Inc. from 2002 to 2008. With a focus on employing industry-leading technology and best practices to improve enterprise performance and productivity, he streamlined financial and fiscal policies, improved the internal and accounting control environment, and implemented industry-leading innovative practices.
Kobayashi holds a Bachelor of Business Administration in Accounting from the University of Hawaii at Manoa. He is a Certified Public Accountant (inactive status).
Deborah W. L. M. Q. Ng-Furuhashi, Esq.
Yee & Kawashima, LLLP
Deborah Ng-Furuhashi is an attorney with Yee & Kawashima, LLLP. She has over 30 years of experience in trust and estate planning: as a First Hawaiian Bank Personal Trust Officer for over 22 years, a trust officer for Bank of Hawaii, 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, the Business Law Section HSBA, the Native Hawaiian Bar Association and the Hawaii Gift Planning Council.
Deborah is a current Corporate Board Member and Board Secretary, as well as a past Board President, Vice President and Treasurer, of People Attentive to Children (PATCH). She is also the President and a current Board Member of the Hawaii Gift Planning Council; Secretary and Board Member of Make Lemonade Project; a member of the Kamehameha V Judicial History Center capital campaign committee; a member of the Wish Granting committee as well as a wish granter at Make-A-Wish Foundation Hawaii; and a lector and member of the Finance Committee at Mary, Star of the Sea Parish. She has also held past roles as Board Member of Catholic Charities Hawaii and volunteer speaker for Catholic Charities Sunday; Board Member of the Make‐A‐Wish Foundation Hawaii; Board Member of the Friends of the Judiciary History Center; Board Member and Secretary of the Punahou Alumni Board Association; Director of the Kiwanis Executive Club; Director of Soroptimist International of Honolulu; Committee Member and volunteer for the Ronald McDonald House Honolulu; a volunteer at various Punahou events as an alumna and parent and at Mid Pacific School events as a parent; a volunteer at the Justice Access Room for Legal Aid; and a volunteer for 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
Professor of Management in Residence, Chaminade University
Scott Schroeder, Ph.D. is a Professor of Management in Residence at Chaminade University of Honolulu’s School of Business and Communication. He previously held positions as the Dean of the School of Business and Communication at Chaminade from 2001-2008 and 2010-2019 and as the president of Sacred Hearts Academy until 2024. He has also served on 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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