Moen is a model of courtesy in a sometimes world of chaos. He holds a BA in History from the University of Florida. That includes about 100 Confederate soldiers. Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? The position allows Chris toutilizehis battlefield guide talents and experience forpresenting engaging contentin developing live and eLearning courses on product features, configuration and sales. Howard Burrell has served as a Facilitator with the Gettysburg Foundations leadership program, In the Footsteps of Leaders,for several years. Well have 18 speakers and authors at that event. Please include the authors byline and mention that the article was originally published on Gettysburg Connection. Sign up for the Community Foundations Quarterly Newsletter with information for donors, professional advisors and local nonprofits. At the core of Mr. Santos philosophy, he believes in providing unsurpassed customer service, continuous mentoring of his staff and pursuing efficiency in operations. Dave was a career Army officer from 1974 to 1994. Outgoing Foundation Board Chair Eric B. Schultz said, Always an educator, Matts leadership brought new focus to the Foundations mission of preservation and education. For questions about establishing a fund with the Community Foundation, information for Professional Advisors or Legacy Giving and all other inquiries: Please continue, 1195 Baltimore Pike
CWT: Tell us about the Gettysburg Foundations mission and how it operates. loading and try your donation again. Box 3995 Gettysburg, PA 17325-0995 Fax: (717) 334-1302 (717) 337-4175 For more information, please contact a member of our staff: Harvey Green, FAHP, CFRE (443) 750-1050 hgreen4@wellspan.org Lisa McDonald Director, Grants & Special Projects lmcdonald3@wellspan.org Kristin Vought In discussing the worship space on campus, Bright expressed that he believes the chapel itself needs renovations. Learn more about our criteria and methodology. Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? The accessibility of the space should not be a factor that draws people away from growing or exploring their faith, said Vancura. This article originally appeared on pages 4 to 5 of the February 2023 edition of The Gettysburgians magazine. Learn more. He currently serves as an exercise support / training assessment specialist for the Department of Defense for the Joint Staff J7 in Suffolk, Va. Paul previously served as a facilitator for the National Defense University CAPSTONE programthe senior leader education program for newly promoted General and Flag Officers. rserpe@adamscountycf.org. You will be leaving GettysburgFoundation.org to begin your shopping experience on an external website hosted by our Museum Book Store partner. He also completed an Executive Leadership Development Course at the Ivey Business School Asia in Hong Kong. Start free trial. We are proud to have Wayne lead our operations into the future, said Barbara Finfrock, co-chair of the Foundations Board of Directors. WM: Ive been a battlefield guide at Gettysburg National Military Park for 33 years, since 1988. Director of Religious and Spiritual Life and College Chaplain Bright clarified that " [Gettysburg] was founded by the same founders who started the [United Lutheran Seminary] up the hill. From the signature Film, Cyclorama & Museum Experienceand BattlefieldTours to National Park Service Ranger programs and our historic sites & experiences, your Gettysburg visit officially starts here. A volunteer fire fighter with a specialty in advanced rescue, Jasan incorporates a background of quick decision making, emergency response and the use of available resources to protect lives inhis battlefield tours. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Gettysburg Foundation cannot currently be evaluated by our Culture & Community methodology because we have not received data from the charity regarding its Constituent Feedback or Equity Practices strategies.Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization. The Giving Basket is having some issues. In May 2021, Wayne Motts was named president and chief executive officer of the Gettysburg Foundation, an organization founded in 1989 to help preserve Gettysburg National Military Park. This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990. Public Involvement These guidelines foster good record keeping procedures that promote data integrity. Organizations are scored based on their Total Revenue Amount: Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure. Foundation Documents Every Unit of the national park system will have a foundation document to provide basic guidance for planning and management decisions. The Gettysburg Foundation Board of Directors was notified of his decision late last week. A select group of students recently ventured to Gettysburg National Battlefield Park where decisions made by military generals turned the tide of the American Civil War. 828 Biglerville Road Gettysburg, PA 17325 p 717.334.2101 f 717.334.2252 . We have thousands of members and supporters all over the country. She specialized in employer-sponsored employee benefit plans and executive compensation for a broad range of companies, from Fortune 100, to mid-size companies, to start ups. Heisa docent at the George Spangler Farm & Field Hospital and a Trustee of the Adams County Historical Society. HistoryNet.com contains daily features, photo galleries and over 25,000 articles originally published in our nine magazines. Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned. Based on the limitations of the Chapel as an interfaith space, there have been calls to update Christ Chapel to make it more inclusive. He is also a Licensed Battlefield Guide at Gettysburg National Military Park and has appeared in documentaries as a subject matter expert on the American Civil War by the American Battlefield Trust, CSpan History, and the History Channel. Gettysburg Foundation has provided more than $140 million to Gettysburg National Military Park and the Eisenhower National Historic Site, Malgee said. Review the Grants Guidebook for more detailed information about the grant seeking and award management process at Gettysburg College: Dawn Helsing Wolters, Director of College Grants, Katie Weigle, Grants and Restricted Funds Manager, Vikki Slaybaugh, Administrative Assistant for College Grants, Glatfelter Hall
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies. Despite the Unions victory, Jubal Early still haunted the Shenandoah Valley. I went to school for military history at Ohio State University and got a masters degree in American History from Shippensburg University. Gettysburg Foundation reported its three largest programs on its FY 2021 Form 990 as: THE OPERATION OF A 139,000 SQUARE FOOT MUSEUM AND VISITOR CENTER. The Gettysburg Foundation (https://www.gettysburgfoundation.org/about-us) is the 501(c)(3) non-profit philanthropic, educational organization that operates in partnership with the National Park Service (https://www.nps.gov/gett/learn) to preserve Gettysburg National Military Park and the Eisenhower National Historic Site, and to educate the public about their significance. Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure. The percentage each beacon contributes to the organizations overall rating depends on the number of beacons an organization has earned. Its a big honor. The Battle of Gettysburg was a turning point in the Civil War, the Union victory that ended General Robert E. Lee's second and most ambitious invasion of the North. He also served in the United States Marine Corps and is a Vietnam Veteran. This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Learn more. This organization is required to file an IRS Form 990 or 990-EZ. The historic site is owned and operated by the Gettysburg Foundation. He is also apast president and board member of the Adams County Historical Society. 488 Blacksmith Shop Rd
Check back later to see if this organization has a rating history! THE GETTYSBURG MUSEUM OF THE AMERICAN CIVIL WAR FEATURES 12 EXHIBIT GALLERIES FEATURING ARTIFACTS, INTERACTIVE EXHIBITS AND HANDS-ON DISPLAYS THAT ENGAGES VISITORS OF ALL AGES WITH CONTENT THAT PLACES THE BATTLE OF GETTYSBURG INTO THE LARGER CONTEXT OF AMERICAN HISTORY, HELPING VISITORS UNDERSTAND ITS MAGNITUDE AND RELEVANCE. Gettysburg Foundation has an experienced and dedicated Board of Directors who are supportive of the mission, values, and goals of the Foundation. United States, 2022Gettysburg Foundation. We recognize that not all metrics and beacons equally predict a charitys success. The people, governance practices, and partners that make the organization tick. in Biology from the University of Akron and an M.Ed. Required fields are marked *. If you wish to donate, please refresh the page. GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center. Click here to resend it.). WM: I have a long personal list. An Audit, Review, or Compilation provides important information about financial accountability and accuracy. It used to be the case that every student would [be required to] take classes in Bible and Theology [to graduate]; that doesnt happen anymore, Bright explained. Click on the link in that email He recently completed an MBA at George Washington University with a concentration in Corporate Responsibility and Strategic Management. These are some of the best scholars in the world related to the Civil War. Its not owned by the federal government. Officers, directors, trustees, and key employees. There is nothing like it in Gettysburg. about GuideStar Pro. with his wife and young son. It was through his vision and passion that we launched. Please do not republish the photographs that accompany this piece without asking for permission. Mary was consistently recognized as one of the best lawyers in Americaby Best Lawyers. Probably 3-4 percent of the visitation to Gettysburg is international. Spring, summer and fallhours beginMarch 1, 2023, at the Gettysburg National Military Park Museum & Visitor Center. GARA Considers Hosting Fireworks on July 4, The Birdie Watch: Gettysburg National Golf Club, Black Balloon Day will honor loved ones lost to overdose, Gary Ozenbaugh and American Battlefield Trust make donation to GARA, Business Profile: Sweet Repeat Records brings fresh sounds to Gettysburg, Creative Commons Attribution-NoDerivatives 4.0 International License. Rob taught military history, strategy and leadership for the U.S. Marine Corps Command and Staff College and Counterinsurgency and Interagency Coordination for the Marine Corps Small Wars Center in Quantico, Va. #HistoryMuseum #Preservation #Education. The project will improve the cultural and natural landscape of 18-acres of Culp's Hill where key battle action occurred on July 2-3, 1863. Its still a value that we have, shared Bright. Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure. Howard has been working with groups from higher education, government, militaryand the private sector. An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference. With public education a priority, Moen conceptualized and launched Gettysburg Revisited, an educational series of lectures and events connecting the lessons of Gettysburg with key issues and questions facing our democracy today. Caught in the Crossfire is a recreation of a home trapped in between Union and Confederate lines. He was born near Springdale, Pa.Dave is a graduate of Indiana University of Pennsylvania. Historically speaking, this seminary has been associated with Gettysburg College since the colleges founding in 1832. Therese enjoys researching and providing specialty tours for visitors to the battlefield and is especiallyinterested inguiding descendants of Civil War soldiers. As Director of Property Management for Dreyfuss, Mr. Santos supervises a staff of professional Regional Managers overseeing residential and commercial properties located in Virginia, Maryland, the District of Columbia and Pennsylvania. Cheery Birds have landed at the Connection! There is nothing like it in Gettysburg. Newman Association President Natalie Vancura 25 also shared concerns about the accessibility of the chapel. Co-host of the Battle of GettysburgPodcast, Jim has appeared on national media, written articles for national publications, is a frequent speaker at Civil War Round Tables and taught courses at the Harrisburg (Pa.) Area Community College. He has more than 45 years of experience in politics, government affairs, public policyand business operations including work with BP America, Associated Petroleum Industries of PA, and the Harrisburg law firm of McNees Wallace & Nurick. We are a nonprofit philanthropic organization operating in partnership with the National Park Service to preserve Gettysburg National Military Park and the Eisenhower National Historic Site. An Active-Duty USMC Tank Platoon Commander, Pilot and Jet Navigation Instructor, including a combat tour of duty in Vietnam in support of USMC, US Army, Australian and South Vietnamese allies, he then entered Law School. It is one of the few buildings on campus that has never had any significant attention paid to it since it was erected [in the 1950s]. As most people know, I was the boy wearing a kepi on the battlefield and now I get to make a difference at Gettysburg. bruce@adamscountycf.org, Ralph M. Serpe "From our volunteers to our board. to try again. 2023 Gettysburg College. (More)GETTYSBURG NATIONAL MILITARY PARK INTERPRETIVE AND OFFICE FACILITIES INCLUDE ALL EXPENSES ASSOCIATED WITH PROVIDING FACILITIES FOR THE INTERPRETATION, STORAGE, RESEARCH AND OFFICE SPACE FOR THE GNMP. Please log in again. Staff contact Dawn Helsing Wolters, Director of College Grants dhelsing@gettysburg.edu; 717-337-6505 Katie Weigle, Grants and Restricted Funds Manager kweigle@gettsyburg.edu; 717-337-6481 Vikki Slaybaugh, Administrative Assistant for College Grants bslaybau@gettysburg.edu; 717-337-6524 William is the author of two books, The Battle of Lake George: Englands First Triumph in the French and Indian War (2016)and A Handsome Flogging: The Battle of Monmouth, June 28, 1778 (2020). Valerie Stone, Assistant Director. Previously, William had served as a historic interpreter for Fort Frederick State Park and the Prince William County (Virginia) Office of Historic Preservation. The Gettysburg Foundation is a non-profit philanthropic, educational organization operating in partnership with the National Park Service to preserve Gettysburg National Military Park and the. Understanding Designated Endowments (Zoom), Register for March 7 Investment Briefing (Zoom), Community Foundation Awards $201,500 In Adams County Grants. Explore the challenges and timeless lessons learned through our storied past on the Gettysburg battlefield. Location. Staff; 2022-2023 Academic Year. For questions call 717-338-1243. The experience is humbling. This ratio is an indicator of an organizations solvency and/or long-term sustainability. He hasled from the platoon to regimental level and is a combat veteran of Desert Storm, Somalia and Iraq. to customize your leadership program. Retired ArmyColonel Tom Vossler is a LicensedBattlefield Guide specializing in battlefield studies and leadership. 5.00 2019 4.00 2022 Explore reviews by category 4.8 3.0 Job Security & Advancement 4.3 4.3 4.0 5.0 on June 27, 2019 There were great people to work with. People can look at the website [https://www.gettysburgfoundation.org/george-spangler-farm] to learn about it. Wayne has been a champion of Gettysburg for many years, and we are confident in his vast knowledge of history, leadership experience and talents as our new president.. In 1964 an Ohio woman took up the challenge that had led to Amelia Earharts disappearance. We have public programs and living history out there during the summer season. Funds are available to patients who meet specific financial aid guidelines. I agree that changes need to be [made]. Brian Klinzing has more than 20 years of experience managing teams and leading campaigns for a variety of nationally-significant nonprofit organizations, including theNew-York Historical Society, National Audubon Society, Humane Society Internationaland Orbis International. What those changes are, Im not too sure, but Im ready to start a conversation about it.. Prior to relocating to Franklin County, Pennsylvania, Paul was in the residential real estate business for 21 years. Prior to earning her guide license, she served as Lead Assistant at the former Rupp House History Center in Gettysburg, interpreting the story of the civilian experiences during the three-day battle. vstone@gettysburg.edu. It was just such a wonderful building.. The United Lutheran Seminary is a part of the Evangelical Lutheran Church in America (ELCA), one of the largest Lutheran denominations in the United States. He is the author of a non-fiction work on the American Civil War,A Civil War Captain and His Lady: Love, Courtship, and Combat from Fort Donelson through the Vicksburg Campaign. These acquisitions will protect view sheds and landscapes, eliminate destruction of one-of-a-kind artifacts, and will allow the National Park Service to properly restore and interpret this historic place.Education & Leadership Education is a key element in the Foundation's mission. We are pleased to introduce you to our team of leaders. Gettysburg Foundation United States employs 33 employees. ALERT: Little Round Top is now closed to all visitation for rehabilitation. (Don't see an email in your inbox? I need to be the biggest cheerleader and advocate. It was through his vision and passion that we launchedGettysburg Revisitedto highlight stories of inspiration that arose from the battle, to spread President Lincolns message of humility and civility, and to reinterpret Gettysburg for a new generation., Behind the scenes, Schultz added, the Foundation launched an improved ticketing and scheduling infrastructure, substantially grew our fundraising team and results, and continued to strengthen and diversify our Board of Directors. Its wonderfully historical, the acoustics are amazing, and the architecture is beautiful. They come to education programs we have. The Gettysburg Foundation is providing the masks to local charitable organizations, schools and those in need, as well as sharing as needed with guests to the Gettysburg National Military Park Museum & Visitor Center and its staff. 1195 Baltimore Pike Ste 100, Gettysburg, Pennsylvania, 17325, United States. in nonprofit board leadership and governance, to create this section. The Foundation focuses its work primarily on the battle of Gettysburg and its context in the American Civil War, as well as President Abraham Lincoln's Gettysburg Address. Leadership at the Battle of Gettysburg led to truly dramatic outcomes that changed the course of history, and the lessons left behind are timeless. Thats a really important way that people can get involved and get materials about what were doing with the park. Langsam said, Christ Chapel, it is to be called. Call 717-334-4048, 845-325-5916, visit www.stfxcc.org for more information, menu, and updates. An Arbitrator with the American Arbitration Association and the Financial Industry Regulatory Authority, he is a Member in Good Standing before the highest Courts in CA, PA, DC, and SCOTUS. He was also named by his peers as The Most Effective Association Lobbyist in the Capitol in a poll conducted by Pennsylvania Legislative Services and was also included in the Pennlive/Patriot News list of the 17 most influential people in Pennsylvania politics in 2017. He divides his professional time, between Gettysburg and his other conflict-resolution passion with an active docket of national and international aviation, commercial, construction, energy, securities, and securities employment arbitration cases. Through its education and leadership programs, the Foundation preserves the story of the Battle of Gettysburg and the timeless meaning of individual sacrifice and teamwork first taught here in 1863. Click above to learn more about our staff! Non-Profit Partner of @GettysburgNMP and the official start to your Gettysburg experience. Give the page a little longer to finish Senior Leadership and staff have the required knowledge and expertise to accomplish the goals established by the Board. ter at Gettysburg National Military Parkis maintained, owned, and operated by the Gettysburg Foundation. The dedication of Christ Chapel on the Gettysburg College campus occurred on Oct. 17, 1953, when the college was still deeply attached to its Lutheran history and culture. He held a variety of positions including salesperson, trainer, broker-owner and director of career development. Customer Service oriented workplace with friendly staff. The fundamental challenges of leadership remain as relevant for organizations today as they were then. Gettysburg Foundation; Homewood Plum Creek; Dorms/Fraternities; . Director of Community Programs lisa@adamscountycf.org, Bruce Hartman Chief Financial Officer As a small boy dreaming of one day living and working in Gettysburg, my life now comes full circle with this wonderful opportunity.. Learn more about the BMF on the IRS website, Click here to search for this organization's Forms 990 on the IRS website, Expected to complete an audit, review, or compilation, No expectation (removed from scoring methodology), Zero Points for Both Program Expense AND Liabilities to Assets Scores. This Accountability & Finance score represents IRS Form 990 data up until FY 2021, which is the most recent Form 990 currently available to us. Learn More Gettysburg, PA 17325
Notify me of follow-up comments by email. It has been so satisfying assembling an excellent management team, working with a distinguished group of Americans serving on the Foundation Board of Directors, meeting some of the thousands of donors and Friends of Gettysburg, and learning more about the Civil War battle, Eisenhower National Historic Site and the National Park Service mission.. I work very closely with Steve Sims, the superintendent of Gettysburg National Military Park. He is an accomplished author, publishing books and articles about the Civil War including,Trust in God and Fear Nothing: General Lewis A. ArmisteadandPicketts Charge at Gettysburg: A Guide to the Most Famous Attack in American History, which he co-authored. Linda's Fund - Help provide in-home . Our engaging professional leadership curriculum, developed by historians, leadership development expertsand business executives, is available for every level of your team. He is a student of leadership and believes in a servant-style method of guidance with staff. Has the board conducted a formal, written assessment of the chief executive within the past year ? Tom has co-written two books on Gettysburg and the Civil War,The Gettysburg Campaignand A Field Guide to Gettysburg. It is owned by the Gettysburg Foundation, and we are working with a corporation in New York to turn that venue into an augmented reality experience. All rights reserved. The Cyclorama painting was added in September 2009. (Less), GETTYSBURG NATIONAL MILITARY PARK INTERPRETIVE AND OFFICE FACILITIES INCLUDE ALL EXPENSES ASSOCIATED WITH PROVIDING FACILITIES FOR THE INTERPRETATION, STORAGE, RESEARCH AND OFFICE SPACE FOR THE GNMP. He has conductedseminars for the U.S. Military, U.S. Forest Service, First Responders, as well as annual staff rides for Princeton and George Mason Universities. and who do the programs serve?
Recent News. Total Revenue and Expenses - Data Available, Salary of Key Persons - No Data Available, IRS Published Data (Business Master File) - Data Available, Data Sources (IRS Forms 990) - Data Available. The National Park Service will be a co-sponsor. You're faster than our page! Officers & Staff; Contact Us; Gettysburg Foundation's Leadership Program. He has taught Classics at Duquesne University and earned degrees from Geneva College, Asbury Theological Seminary and Duquesne University. Early in his career, he spent several years as an Adjunct Professor of History at Fordham University, where he holds an MA in History. Ive got big shoes to fill all the way around. He is the expert on Dwight D. Eisenhowers first assignment at Camp Colt, Gettysburg during World War I. Email us or call us at
Col. Douds was a graduate of Navy Fighter Weapons School (Top Gun) and was an F/A-18 pilot who deployed multiple times before his retirement. This work is licensed under a Creative Commons Attribution-NoDerivatives 4.0 International License. Sign in or create an account to view Form(s) 990 for 2021, 2020 and 2019. Learn More & Buy Tickets Latest News From Gettysburg Gettysburg College. Licensed Battlefield Guide Paul Bailey is a retired Army Lieutenant Colonel and Operation IRAQI FREEDOM veteran. If our educational goal is to provide a consequential education, that means there will be things that you learn about your religious tradition here that you may not have known before that will require you to do something differently.. He has conductedseminars for the U.S. military as well as military units from Germany, the United Kingdom, Franceand Canada. Larry Korczyk is a Licensed Battlefield Guide with 30 years of service as a manager in the logistics and distribution field. Gettysburg Foundation's Leadership Program - Sue Boardman and Steve Rasmussen on Community Media's Live for 25. Join us in our efforts to preserve history and share the lessons and relevance of this unique place. The Foundation has a robust preservation and education mission that includes land and artifact preservation, educational events and programs. The Gettysburg Foundation Board of Directors was notified of his decision late last week. May the presence of Christ Chapelbring inspiration, spiritual strength, and blessing to allwhose eyes in looking at its spire are lifted heavenwards and whose hands are folded in prayer within the beauty encompassed by its walls.. According to Bright, the presence of this mural was highly controversial prior to it being covered. The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). THE GETTYSBURG MUSEUM OF THE AMERICAN CIVIL WAR FEATURES 12 EXHIBIT GALLERIES FEATURING ARTIFACTS, INTERACTIVE EXHIBITS AND HANDS-ON D (More)THE OPERATION OF A 139,000 SQUARE FOOT MUSEUM AND VISITOR CENTER. One of the exciting things that was planned even in the COVID time, was a childrens museum, basically K5th grade, in the John Rupp House. Please continue, 1195 Baltimore Pike
In 2011, he married Andie Custer Donahue, also a Licensed Battlefield Guide,to whom he refers all questions about horses and Civil War cavalry. #gburgpod
April 22, 2022: Springfest, Senate Elections & Stone Lot, April 15, 2022: Miranda Zamora and Geoffrey Meadville on the Future of Student Senate, April 8, 2022: Chemistry Chair Tim Funk on 1/2 and 1/4 Credit Courses, March 30: The Search for the Vice President of College Life, October 22: Introducing a Inclusion Officer to Student Senate, Gettysburgs Interfraternity Council Relaunches Not in Our House Campaign, Campus Safety Crime Log: Feb. 20 - Feb. 26, 2023, A Note from the Editor: On the Student Experience, Student Senate Makes Major Constitution Changes to Allow for More Transparency, Womens Basketball Takes Home Second Consecutive Conference Crown. Ashley Bievenour Gettysburg Foundation presents A new Virtual Reality Experience in the historic Gettysburg Lincoln Railroad Station TM Spring Season Begins March 2 Special offer when combined with your Film, Cyclorama & Museum Experience ticket at the Gettysburg National Military Park Museum & Visitor Center. Dave is an avid birder, wildlife artistand map maker. Has the board conducted a formal, written self-assessment of its performance within the past three years? Visit Children of Gettysburg 1863on select holidays throughout February and March for special programming and activities. She is Pennsylvania certified in both Biology and General Science. You talk about the projects youre working with the National Park Service to support, sayinghey, we would like you to consider a donation to this. Revisit Gettysburg for an opportunity to reflect and gain inspiration from the battle, from the soldiers, from the civilians and from the history. In May 2021, I took the position as president and chief executive officer of the Gettysburg Foundation. Contact Number. WM: Many people would say COVID would be the immediate challenge. A vice president in the financial services industry, Jim brings a background of leadership in change management, risk management and operations strategy to his battlefield presentations.