19th Annual Nonprofit Organization Seminar
“Unmasking Opportunities”
In-person at Chaminade University Eiben Hall
With Virtual Attendance Option
Tuesday, August 9, 2022 & Thursday, August 11, 2022
Two Mornings: 7:00 am – 12:20 pm
(7:00 – 7:45 am In-person Registration/Breakfast)
Regular Registration (through July 8, 2022): $225 Flat
Late Registration (July 9, 2022-July 25, 2022): $275
Deadline for Cancellations/Refunds: July 18, 2022
Deadline to Register: Monday, July 25, 2022
A limited number of scholarships are available for qualifying nonprofit organizations.
Contact us at [email protected]
Stay in the know, join our mailing list.
ASSOCIATE SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
ASSOCIATE SPONSORS
Draft
Day 1: Tuesday, August 9, 2022
| 7:00–7:45 AM | In-Person Registration/Breakfast |
| 7:45–8:00 AM | Welcome |
| 8:00–8:50 AM | KEYNOTE: Essential Role of Nonprofits in Hawaii’s Economic Revival Presenter: Lisa Murayama |
| 8:50–9:05 AM | Break |
| 9:05–9:55 AM | Title: Unmask IRS Federal Tax Rules Presenter: Trever Asam |
| 9:55-10:10 AM | Break |
| 10:10–11:00 AM | Title: Unmask State and Local Tax Rules Presenter: Isaac Choy |
| 11:00–11:15 AM | Break |
| 11:15 AM –12:05 PM | Title: Compensating Executives Who Inspire Presenter: Stanna Abellira |
| 12:05–12:20 PM | Adjournment |
Day 2: Thursday, August 11, 2022
| 7:00–7:45 AM | In-Person Registration/Breakfast |
| 7:45–8:00 AM | Welcome |
| 8:00–8:50 AM | Title: Unmasking the Strategy Gaps Presenter: Bill Rhey |
| 8:50–9:05 AM | Break |
| 9:05–9:55 AM | Title: Alternative Revenue Streams Presenter: Momi Akana |
| 9:55-10:10 AM | Break |
| 10:10–11:00 AM | Title: Ethics: No Hiding Behind the Mask Presenter: Wayne Tanna |
| 11:00–11:15 AM | Break |
| 11:15 AM –12:05 PM | Title: Stewarding Resources with Every Generation Panel Discussion |
| 12:05–12:20 PM | Adjournment |
Lisa Maruyama
President and CEO, Hawaii Alliance of Nonprofit Organization
Presentation: Essential Role of Nonprofits in Hawaii’s Economic Revival
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.
Trever K. Asam
Partner, Cades Schutte LLP
Presentation: Unmask IRS Federal Tax Rules
Trever Asam is an attorney and partner at Cades Schutte LLP. He advises nonprofit and tax-exempt organizations on issues including obtaining tax exemption, addressing unrelated business income, and using joint ventures and subsidiary organizations. He also represents taxpayers before the IRS, the Hawaii State Department of Taxation and in court.
He is a regular speaker on the Hawaii State taxation and the taxation of nonprofit organizations. Prior to joining Cades Schutte, Mr. Asam was in private practice in Washington, D.C., and before becoming an attorney, he taught 7th and 8th grade social studies in Washington, D.C. public schools.
Isaac W. Choy
CPA and Director, State of Hawaii Department of Taxation
Presentation: Unmask State and Local Tax Rules
Isaac W. Choy serves as the director of the State of Hawaii Department of Taxation (DOTAX). Appointed by Governor David Ige in 2020, he oversees the State’s administration of taxes.
Prior to his appointment at DOTAX, Mr. Choy was elected to the State House of Representatives. He represented his home district of Manoa, University and Mo`ili`ili for 10 years. He served as Chair of the House Committee on Higher Education, Vice Chair of the House Committee on Intrastate Commerce and Vice Chair of the House Committee on Economic Development.
Earlier in his career, Mr. Choy founded Isaac W. Choy, CPA Inc. in 1983. The firm continues today as Manoa Consulting Group LLC, Certified Public Accountants, a full-service accounting firm in Honolulu, Hawaii. The firm’s experience consists of tax compliance and representation before both federal and state tax departments. In addition, the firm performs a full range of services including audits under International Accounting Standards. The firm also performed litigation support services in the area of civil and criminal tax and other business disputes. As a qualified peer reviewer, Mr. Choy has performed peer reviews for over a hundred CPA firms over the past decades.
Mr. Choy’s professional accomplishments include Chair of the Tax Review Commission, former Department of Commerce and Consumer Affairs RICO adviser on accountancy matters, former member of the University of Hawaii School of Accountancy Advisory Board, and he has led many local accounting associations in Hawaii.
Stanna Abellira
President, Hawaii Compensation Group
Presentation: Compensating Executives Who Inspire
William (Bill) Rhey, PhD
Dean, School of Business and Communication, Chaminade University
Presentation: Unmasking the Strategy Gaps
Dr. William L. Rhey is the Dean of the School of Business and Communications at Chaminade University of Honolulu. Bill formerly served in similar positions at Hawaii Pacific University, Florida Southern College, The University of Tampa and Jacksonville University. He holds a BS from Bucknell University, an MBA from Baylor University, and a PhD with a major in marketing and minors in quantitative methods and management from The University of Mississippi. Bill has worked in the automobile and wholesale paper industries, as a staff representative for The Navigators (Christian leadership organization) and as an independent market research consultant. He sits on the boards of the Hawaii Council for Economic Education and the Metro Rotary Club of Honolulu and has served on the boards of Junior Achievement, Polk County Academies, the Lakeland Florida Chamber of Commerce and Periodic Products, LLC.
Bill’s scholarly activities have been in the areas of ethics, professional sales and international marketing. His consulting efforts have focused on the automobile industry, food service businesses, nonprofit organizations and the hospitality industry. He has been a frequent international traveler with research, consulting, service or accreditation activity in Bulgaria, India, Jamaica, China, Brazil and the United Arab Emirates
Momi Akana
Founder and CEO, Keiki O Ka Aina Family Learning Centers (KOKA)
Presentation: Alternative Revenue Streams
Momi Akana is the founder and CEO of Keiki O Ka ʻĀina Family Learning Centers (KOKA). Initially opening in 1996 with 30 keiki and their parents, the program has grown to serve over 5,000 statewide at over 20 community sites on Oahu, Maui, Kauai, and Hawaii Island.
Having started the organization to serve young children including her own, she has guided KOKA’s programs evolving over the years to serve the growing needs of the community. With 18 programs focused on education, family strengthening and culture, Momi still finds it important to participate in programs like the popular Board and Stone Program and Healthy Marriages Program.
Staying connected to programs and people is how KOKA stays in touch with the community and innovative in their essential services. We are excited to find new ways to support families by stepping into a season focused on the importance of Social Emotional Learning and Food Security. Momi is married and has two sons and two daughters who continually remind her of the pleasures and challenges of parenting. These experiences add depth, perspective and delight to her understanding of keiki, ohana, and community.
Wayne M. Tanna, JD, LL.M
Adjunct Professor, Chaminade University
Presentation: Ethics: No Hiding Behind the Mask
Melinda Mullis [Panel Host]
Founder and Owner, OrangeRoc
Presentation: Stewarding Resources with Every Generation
As a brand strategist and entrepreneur, Melinda has functioned as a Chief Marketing Officer for both large and small companies. She has scaled and honed marketing plans to develop and define the brand. This helps companies position themselves in the market through research, proven process methodologies, and implementation of creative campaigns for over 25 years. Her career has enabled her to experience vast geographic and cultural diversity, giving Melinda an insightful perspective about targeted demographics, consumer behavior, and the value of an emotional response to brands.
Some notable clients include Black & Decker – Kwikset Division, the Fairmont Orchid Hawaii, Brookfield Homes Hawaii, Brookfield Homes Southland, ST Residential, Bodhtree Solutions India and North America, BMW North America – Southern California Division, Hawaii Central Federal Credit Union, Locations, Bike Maui, Southern Turf Hawaii, and Alii Animal. A noteworthy career accomplishment was working with Executive Producer Conrad Ricketts and Senior Producer Diana Korman of the ABC’s highly acclaimed “Extreme Makeover: Home Edition.” Melinda was instrumental in securing builders and sponsors and overseeing initial media relations for nationwide builders. In 2015, Melinda was hired to oversee site logistics and volunteers, while also coordinating media behind the scenes for HGTV, the DIY Network, and Travel Channel.
In addition to her professional endeavors and achievements, Melinda applies her skills and talent to help her community. She has contributed support for several nonprofits, including Family Programs Hawaii, Orangewood Children’s Home, and the Hawaii International Film Festival. She is currently a member of Metro Rotary in Honolulu, Hawaii.
Presentations from 2021 Nonprofit Seminar:
Download presentations here >>
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.
Melinda Mullis
Founder and Owner, OrangeRoc
As a brand strategist and entrepreneur, Melinda has functioned as a Chief Marketing Officer for both large and small companies. She has scaled and honed marketing plans to develop and define the brand. This helps companies position themselves in the market through research, proven process methodologies, and implementation of creative campaigns for over 25 years. Her career has enabled her to experience vast geographic and cultural diversity, giving Melinda an insightful perspective about targeted demographics, consumer behavior, and the value of an emotional response to brands.
Some notable clients include Black & Decker – Kwikset Division, the Fairmont Orchid Hawaii, Brookfield Homes Hawaii, Brookfield Homes Southland, ST Residential, Bodhtree Solutions India and North America, BMW North America – Southern California Division, Hawaii Central Federal Credit Union, Locations, Bike Maui, Southern Turf Hawaii, and Alii Animal. A noteworthy career accomplishment was working with Executive Producer Conrad Ricketts and Senior Producer Diana Korman of the ABC’s highly acclaimed “Extreme Makeover: Home Edition.” Melinda was instrumental in securing builders and sponsors and overseeing initial media relations for nationwide builders. In 2015, Melinda was hired to oversee site logistics and volunteers, while also coordinating media behind the scenes for HGTV, the DIY Network, and Travel Channel.
In addition to her professional endeavors and achievements, Melinda applies her skills and talent to help her community. She has contributed support for several nonprofits, including Family Programs Hawaii, Orangewood Children’s Home, and the Hawaii International Film Festival. She is currently a member of Metro Rotary in Honolulu, Hawaii.
(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.
William (Bill) Rhey, PhD
Dean, School of Business and Communication, Chaminade University
Dr. William L. Rhey is the Dean of the School of Business and Communications at Chaminade University of Honolulu. Bill formerly served in similar positions at Hawaii Pacific University, Florida Southern College, The University of Tampa and Jacksonville University. He holds a BS from Bucknell University, an MBA from Baylor University, and a PhD with a major in marketing and minors in quantitative methods and management from The University of Mississippi. Bill has worked in the automobile and wholesale paper industries, as a staff representative for The Navigators (Christian leadership organization) and as an independent market research consultant. He sits on the boards of the Hawaii Council for Economic Education and the Metro Rotary Club of Honolulu and has served on the boards of Junior Achievement, Polk County Academies, the Lakeland Florida Chamber of Commerce and Periodic Products, LLC.
Bill’s scholarly activities have been in the areas of ethics, professional sales and international marketing. His consulting efforts have focused on the automobile industry, food service businesses, nonprofit organizations and the hospitality industry. He has been a frequent international traveler with research, consulting, service or accreditation activity in Bulgaria, India, Jamaica, China, Brazil and the United Arab Emirates
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.
