After several years in nonprofit leadership, David started his career as an entrepreneur by opening a fair-trade retail store with Ten Thousand Villages, in Montreal, Canada. He later opened Full Circle Thrift, a boutique second-hand store in Pasadena, CA. Most recently, David led business development for one of Habitat for Humanity’s networks of ReStores in the San Francisco region. David is passionate about addressing the unique issues of businesses in transition. He excels in developing strategic governance plans that support growth and frees up vision holders to maximize their time and energy. With training and experience in conflict mediation, David helps groups have difficult conversations that lead to creative solutions. His observation skills and interpersonal dynamics build trust, develop leadership, and cast a vision for viable new realities. When not working, he loves cooking for his family and planning unique trips to explore new places.

A serial social entrepreneur, Alison has dedicated her career to leveraging business as a force for good. She is a nationally recognized employee ownership expert, having co-founded Project Equity, a leader in the movement to harness employee ownership to maintain thriving local business communities, honor selling owners’ legacies, and address income and wealth inequality. Alison also founded the Employee Ownership Catalyst Fund, developed to address a critical bank financing gap for employee ownership transitions.

Christine has 25 years of experience in business development, financial management and coaching to support business owners with critical financial decisions and building profit. She is a CFO who advises food companies on financial strategy and profit optimization while sharing in the delight of setting new food trends.

Dave is a consulting CFO providing financial leadership, business operations, and strategic advisory services to nonprofits, social businesses and for-profits. He has more than 10 years of experience in investing, advisory, and operating roles leading teams, implementing solutions and offering insights to help companies grow and innovate.

Bill is a Principal in the Agriculture, Food and Beverage industry group at CliftonLarsonAllen, specializing in tax planning and compliance. With over 13 years of experience at CLA, he serves as the Western Ohio office AFB industry group leader. Industry practice areas include cooperatives, producers, and manufacturing and distribution. Bill is a leader on CLA’s national cooperative tax team and leads monthly team calls to discuss cooperative related tax topics. Bill is a frequent speaker on tax reform and other tax related topics, including industry-specific conference breakout sessions and seminars.