JANC June 2023 Board Book

Junior Achievement of Northern California
Board Book
June 22, 2023
Our Name is Our Promise.

TABLE OF
CONTENTS
Agenda 3
Meeting Minutes 4
New Board Member Profiles 7
Introducing Bank of America Student Leaders 11
Strategic Partnerships Update 12
NorCal Hall of Fame & Bocce alla Roma 14
National Student Leadership Summit 15
Annual JA NorCal Golf Classic Flyer 16
Financials 22
Board Roster 24
Board Shout Outs 25
Board Committees 27
Board Grid 28
Board Agreement 29
2023-24 Org Budget Draft [See Addendum]
2

AGENDA
Time Topic Facilitators
8:00-8:05 Welcome & Approval of Minutes Adrian Dimech
8:05-8:10 New Board Members Bill Oldenburg & Marc Singer
8:10-8:30 Strategic Partnerships Update Duane Wilson
8:30-8:45
Leveraging JA
HP/PWC
Bocce (Comerica)
Golf (Aon)
Ladd Martin, Mike Silva, &
Matt Davis
8:45-8:50 Golf Update Ruby Damian
8:50-9:00 SolarBuddy Update Kate Trevelyan-Hall
9:00-9:05 We’re Moving Carrie Grant
9:05-9:15
Financials
EOY Projection
IG Opportunity
Draft FY24 Budget
Dina Ting & Cristene Burr
9:15-9:30 Executive Session Board Only
Starting August 1, 2023, our NEW Address is:
Junior Achievement of Northern California
1212 Broadway Plaza, Suite 2100
Walnut Creek, CA 94596
3

MEETING
MINUTES
JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
Board of Directors Meeting
March 16, 2023
Board Members Present:
Adrian Dimech
David Bickham
Jobina Fortson
Brad Holsworth
Diana Kapp
Mark Linsky
Perry Liu
Chris Moulton
Norah Nicholls
Beth O’Rell
Gary Pike
Marc Singer
Shirley Stacy
Dave Swanson
Hugo Yoshinaga
Jake Streit
Reena Bhatia
Sanjay Kacholiya
Vidisha Suman
Carrie Ericson
Scott Solberg
Bill Schlough
Limor David Sternfeld
Craig Tatlonghari
Dan Nicolacakis
Shakeya McDow
Wikings Machado
Andrea Lo
Tony Perazzo
JA Staff and Guests Present:
Cristene Burr
Ruby Damian
Carrie Grant
Stacey Martin-Bonaduce
Kate Trevelyan-Hall
Duane Wilson
Jessica Field (Guest)
Welcome and Introduction - by Adrian Dimech
The meeting was called to order and Adrian welcomed everyone.
• The Chairman made a motion to approve the minutes from the December 15, 2022 Board
of Directors meeting. The Motion was seconded to approve. MOTION CARRIED.
• The board expressed their gratitude to Tom Quinlan for his service on the board. Special
thanks were given for his invaluable legal resources and the use of his offices. Tom's
retirement was acknowledged, and it was noted that David Bickham would be replacing
him on the Executive Committee and as Secretary.
• New Board Members were introduced:
o
JaMese McGowan - Circle Internet Financial: James thanked everyone and
expressed excitement about the recent activities. Shared that many students
expressed interest in learning more about the fintech industry.
4

o
o
Scott Solberg – HSBC: Scott expressed gratitude to Ruby and HSBC for their
support over the years. Mentioned his involvement with JA in Poland and other
countries.
Jessica Field – AON: Jessica was auditing and will be part of the next meeting.
• The Chairman made a motion to approve JaMese McGowan and Scott Solberg to join the
board. The Motion was seconded to approve. MOTION CARRIED. Adrian welcomed
the new members.
Discussion on Fin Tech Week and Student Engagement
• Duane provided an overview of the recent Fin Tech Week, highlighting the positive response
from students and teachers. JaMese echoed the excitement and mentioned the opportunity
for students to explore careers in various fields, emphasizing that a STEM or financial
background is not a requirement. Andrea Lo shared her experience at one of the locations,
mentioning the engagement of students and the workshops on topics like stock market
trading and cryptocurrency. The goal of expanding the program and empowering more
students was discussed, with a focus on increasing the number of participating schools.
Discussion on Alumni Engagement and Volunteerism
• The board discussed ways to create a network through LinkedIn to connect with alumni
and students who have participated in JA programs in the past. CB mentioned the initiative
to have students create LinkedIn profiles in high school. Strategies to encourage employee
and college volunteerism were discussed, and it was agreed that raising awareness,
providing clear communication, and sharing success stories could motivate individuals to
volunteer.
• Each board member was encouraged to mobilize 10 volunteers within the next 90 days
through their networks.
Update on SolarBuddy Program
• Kate provided a quick update on the Solar Buddy program, sharing a video and expressing
the need for engagement. She mentioned partnerships with Australian organizations and
opportunities for hosting events or volunteering in classrooms.
Appreciation for Board Members' Volunteer Efforts:
• Ruby expressed gratitude to all the board members who have already volunteered their
time and efforts.
• Craig shared his experience in maximizing involvement within his organization, emphasizing
the importance of leadership buy-in, classroom activities, and engaging younger
employees.
5

Expanding JA's Footprint and Volunteer Gap
• Stacey provided an update on expanding JA's footprint, mentioning JA days at entire
schools and various programs. She highlighted the need for more volunteers, as there is
currently a gap of 6,000 students due to the lack of volunteers.
• The board discussed reasons for employees and colleagues not volunteering, what is
needed from JA to motivate them, and any obstacles preventing volunteerism. Each board
member was encouraged to mobilize 10 volunteers within the next 90 days through their
work, network, family, and friends.
• Promoting Volunteerism and Calendar of Events, Gary suggested creating a dashboard or
newsletter to inform employees of volunteer opportunities, with a flyer that can be shared
within their organizations. The importance of telling success stories and rethinking patterns
of volunteerism was emphasized.
• Adrian suggested sending a calendar of events and needs to the board, which can be
shared with their respective networks.
• Various ideas were discussed to improve communication and encourage volunteer
participation.
Hall of Fame Sponsorship and Donations
• Ruby requested sponsorship for the Hall of Fame event, sharing last year's success and the
networking opportunities it provides. The board agreed to consider sponsoring the event
and supporting the in-kind donation.
Financial Updates
• Cristene briefly discussed, including a small surplus in March and the importance of fulfilling
donation commitments to unlock potential grant money. The board members were
reminded to forward information about company matching donations.
Closing Remarks
• The board expressed congratulations for the surplus and commitment to JA's mission.
• Impact quotes from JA alumni were mentioned to showcase the organization's influence.
• It was emphasized that 100% participation in Individual Giving is required. This is especially
important to be able to apply and receive certain grants.
Meeting Adjourned to Executive Session
6

NEW BOARD MEMBER
PROFILE
Michael Clarke
Partner
Deloitte
Michael is a dedicated tax professional with a focus in global
mobility. With a wealth of experience in the field, he has developed a
deep understanding of the intricate tax regulations and financial
implications associated with an international workforce. These
complex tax regulations impact an individual’s financial well being
and Michael is a thought leader in the employer’s responsibility in
taking care of their employees’ financial well being.
Beyond his professional pursuits, Michael has consistently
demonstrated a commitment to making a positive impact within his
community. He has actively served on the board of a non-profit
organization Child Advocates, where he played a vital role in
advocating for and protecting the rights of vulnerable children.
Additionally, his involvement with United Way has allowed him to
contribute to various community-driven initiatives aimed at creating
lasting change, including initiatives such as ‘Ready to Learn, Ready
to Earn’. Michael’s commitment to his community led to being
recognized by the Indiana CPA Society with their esteemed
Emerging Leaders award.
Passionate about promoting financial well-being and Financial
Literacy, Michael strongly believes in the mission of Junior
Achievement. He understands the transformative power of financial
education and its ability to empower young individuals to make
informed financial decisions, set goals, and achieve economic
success. Michael helps to ensure more young people have access
to vital financial knowledge and resources.
Driven by a desire to inspire and uplift the next generation, Michael
brings his extensive experience, knowledge, and passion for financial
well-being to the board of Junior Achievement.
Through his involvement with Junior Achievement, Michael aims to
help shape and implement programs that foster financial literacy,
entrepreneurship, and work readiness among young individuals. By
equipping them with the necessary skills, knowledge, and
confidence. Michael believes we can empower the leaders of
tomorrow and pave the way for a more economically prosperous
society.
7

NEW BOARD MEMBER
PROFILE
Jessica Fields
Executive Vice President,
Northern California Market
Leader
AON
Jessica is the Market Leader and Resident Managing Director
for Aon in Northern California. She and her team empower
results for Aon clients by delivering innovative and effective
solutions that optimize business outcomes. In this role,
Jessica is accountable for implementing business strategies,
achieving growth targets, driving and communicating financial
goals, ensuring operational excellence, and client satisfaction.
Aon's Northern California operations, encompassing the San
Francisco, San Jose and Sacramento markets, are,
collectively, among the top three geographic footprints for Aon
in North America. With an industry-leading leadership team
and deep expertise across Commercial Risk, Intellectual
Property, Health, Wealth and Human Capital Solutions, Aon
Northern California seeks to consistently deliver top-tier
innovation, consultation, and broking.
Jessica has over 18 years of industry experience. Prior to her
current role, she led the Commercial Risk Account Executive
Practice in Northern California. Before joining Aon, Jessica
gained experience in underwriting (Management Liability and
Casualty), strategy and operations with insurers Zurich and XL.
She holds a BBA from the Sigmund Weis School of Business
at Susquehanna University and an MBA from Columbia
Business School. Jessica grew up in Pennsylvania, and spent
much of her early career in New York before relocating to San
Francisco.
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NEW BOARD MEMBER
PROFILE
Althea Peng
Group SVP, Office of the
CEO and COO
Ross Stores, Inc.
Althea is part of the executive leadership team at Ross Stores,
directly supporting the CEO and COO. In her role, she helps
to shape the strategic direction of the company and ensures
alignment and execution of key initiatives across divisions.
She works closely with functional leaders and reinforces the
culture of collaboration across the organization.
Althea is also a seasoned retail industry leader, with over 20
years of management consulting experience. Prior to Ross,
she was a partner at McKinsey, where she led their Apparel,
Fashion & Luxury practice for North America. She started and
grew her career from business analyst to partner at A.T.
Kearney. At both firms, she worked with leading consumer
brands and retailers on transformation programs to build
capabilities and drive profitable growth.
Throughout her career, Althea has been known for being a
caring people leader and building high performing teams. She
believes deeply in the power of mentorship, as she has
benefited greatly in her own career from having wonderful
mentors.
Althea graduated magna cum laude with a BA in economics
from Amherst College, and received her MBA from Harvard
Business School.
She lives in San Francisco with her husband and 9 year old
daughter. She enjoys golf, travel, and good food, and can be
found most weekends cheering on the sidelines of her
daughter’s soccer games.
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NEW BOARD MEMBER
PROFILE
Devra Struzenberg
Product Leader
Salesforce
Devra is an accomplished product leader with over 20 years of experience
driving innovation in CRM and enterprise technology. She was named a
“Service Innovator" by the Consortium for Service Innovation. Currently,
Devra leads the Core Service Platform teams in Service Cloud at
Salesforce. She has led innovation with various product teams in Service
Cloud for the last 9 years which has grown from a multi-million dollar
business to a $7B business and has become the largest line of business at
Salesforce. Devra currently leads product teams that are instrumental in
shaping the foundation of Service Cloud, including Case Management,
Agent Experience, Knowledge Management, Incident Management, Self
Service, Collaborative Service, and Service Automation. This foundation is
critically important to the company’s Generative AI strategy and reimagination
of service delivery with Service GPT.
Giving back is a core part of the culture at Salesforce. Employees give
back to their communities and are empowered to be citizen philanthropists
which can be seen in the company’s 1-1-1 model donating 1% of its profit,
1% of it product, and 1 % of its employees’ time to help the community.
This business model has led to Marc Benioff, co-founder and CEO of
Salesforce, to say that “business is the greatest platform for change."
Devra is inspired by this model and has been an active volunteer for Junior
Achievement for the last several years, including mentoring at JA SHE
Leads events and as a mentor for the Junior Achievement Company
Program with teams hosted at Salesforce.
Devra is an alumni of Junior Achievement participating in the JA Company
Program in High School in the Bay Area. She graduated from UC Santa
Cruz where she majored in Community Studies, a major focused on social
justice and strategies for achieving social change including a communityfocused
civic engagement model that was a pioneer in the field of
experiential education. This program fueled Devra’s lifelong commitment to
give back to the community which she does regularly on her own, with her
co-workers, and with her husband and two teenage daughters.
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INTRODUCING BANK OF AMERICA
STUDENT LEADERS
Kosi Amuzie
St. Joseph Notre Dame High School
Aarav Goswami
Amador Valley High School
Jamier Harris
American Canyon High School
Belinda Reyes Barreras
Dozier-Libbey Medical High School
Ivana Xu
Lowell High School
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STRATEGIC PARTNERSHIPS
UPDATE
Organizing partnerships by People, Profit, and Presence is key to Junior Achievement's
strategy in Northern California because this approach allows JA to build meaningful and
impactful relationships with our partners.
PEOPLE PROFIT PRESENCE
The people in our partnerships
are the foundation of what we
do. By developing strong
relationships with educators,
volunteers, students, and
business leaders, we can work
together to prepare young
people for the future. Through
working with these groups, we
can identify the specific needs
of schools and communities
and create programs that align
with those needs.
We believe that business has
an important role to play in
education and community
development. By partnering
with companies that share our
values, we can leverage their
expertise and financial
investment of resources to
help young people succeed.
We also recognize that
businesses benefit from a welleducated
and skilled
workforce. This type of
mutually beneficial
partnership allows us to
strengthen communities while
improving outcomes for
businesses.
Finally, it's essential for JA to
have a presence within the
community we serve. This
means building strong
relationships with schools,
community organizations,
local government agencies,
and other stakeholders who
can help promote our
programs and create pathways
for success for young people.
By organizing our partnerships along these three key elements—People, Profit, and Presence—JA
Northern California can ensure that our efforts are focused on making a lasting impact on the lives
of students across the region. Our goal is to create a supportive ecosystem where all stakeholders
work together towards common goals; equipping young people with the knowledge, skills, and
mindsets they need for success so they can thrive beyond their classrooms today!
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Below is a limited selection of organizations that represent the diverse range of strategic
partnerships we are either establishing or growing our stewardship efforts. Each organization is
benchmarked and designated an active or potential strength in support of our programs in the
areas of People, Profit and Presence defined on the previous page. By using this simplified
approach, we can rapidly assess, focus, and engage those who truly champion our mission.
Call to Action: For JA NorCal to continue to grow and empower students, please share JA
opportunities with your corporate and professional networks. It is imperative that you introduce our
team to organizations that could potentially help us grow in our support through People, Profit and
Presence as each category leads to a greater Impact for our youth.
JA Staff Liaison: Duane Wilson, dwilson@janorcal.org
13

NORCAL HALL OF FAME
& BOCCE ALLA ROMA
We wanted to take a moment to express our sincerest gratitude for joining us at the Hall of Fame
celebration. Your presence helped make the event a resounding success, and we appreciate the
time and effort you took to be there with us.
We hope that you enjoyed the food, drinks, and entertainment that we had prepared for you, and
that you had a chance to mingle and catch up with old friends and colleagues. It was wonderful to
see so many familiar faces and share in the celebration together.
Once again, thank you for your support and for helping make the Hall of Fame celebration such a
success. We look forward to seeing you next year!
We are incredibly grateful for your presence and support, as your participation made Bocce all
Roma truly remarkable. The atmosphere was vibrant, the games were intense, and the laughter
was infectious. It was a true celebration of community and camaraderie, all in the spirit of
empowering students in Northern California.
We express our heartfelt gratitude once again for your support, your presence, and your
commitment to our mission. Together, we are creating opportunities and transforming lives.
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NATIONAL STUDENT
LEADERSHIP SUMMIT
Congratulations to SqueaKey Klean and Talk Blox who have been selected as finalists to compete
at the 2023 JA National Student Leadership Summit (NSLS) in Washington, DC!
We are thrilled to celebrate Talk Blox for their outstanding
achievement as the second overall Company of the Year
at this year's National Student Leadership Summit! May
this well-deserved recognition fuel your passion for
entrepreneurship and encourage you to continue your
journey of building conversations, block by block.
Congratulations to Jacob Yuryev, CEO & President of
Squeakey Klean, who won the Jim Sweeny Award for
Entrepreneurial Excellence at this year's National Student
Leadership Summit!
This scholarship is awarded to a JA Company Program
student in recognition of his or her accomplishments, role in
their JA Company, and entrepreneurial potential.
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33RD ANNUAL
JA NORCAL
GOLF CLASSIC
MON, AUGUST 7, 2023 AT 9AM
ROUND HILL COUNTRY CLUB
ALAMO, CA
A CHARITABLE EVENT SUPPORTING
JA'S K-12 GRADE FINANCIAL LITERACY,
ENTREPRENEURIAL SKILLS, AND WORK
READINESS EDUCATION

9:00 AM
Registration Opens
9:15 AM
Enjoy your breakfast as the crowd
gathers, and visit the cigar bar to
select your on-course treat
(compliments of JA).
9:15-10:45 AM
Putting Contest
10:50 AM
Call to Carts
11:00 AM
Shotgun Start
4:30-5:00 PM
Return to the Clubhouse for a
Cocktail Reception and to check
out our silent auction items.
5:30 PM
Dinner buffet where you will
hear from some inspiring JA
students and the victors will
claim their trophies and prizes.
6:30 PM
Stay and network with
employees from some of the
Bay Area's greatest companies
before you go home and rest
from a very fun day!

PRESENTING SPONSOR - $50,000
EXCLUSIVE Event Title Sponsor twenty (20) tournament player
tickets - includes everything in the foursome package
Two (2) souvenir pin flags with the company logo to be displayed
in tee holes during the event
Cart signage on all golf carts with your company logo
Six (6) on-course tee signs with your company logo displayed on
the course
Eight (8) additional cocktail reception tickets
Speaking opportunity at the awards dinner
Company logo on all event photos
Company logo on a golf shirt given to each player
Company logo at the valet parking booth
Opportunity to feature corporate banner at event (provided by
sponsor)
Company logo placement on the JA NorCal website & in all
marketing collateral: all digital media
Opportunity to host a table to display promotional material on
the day of the event to all players
Opportunity to provide a product or brochure in player gift bags
Additional coordinated media spend*
*Custom media campaign available for an additional contribution
ACE SPONSOR
SOLD
Twelve (12) tournament player tickets - includes everything in the
foursome package plus:
Corporate logo on all photos
Two (2) souvenir pin flags with your company logo to be
displayed in a tee during the event
Two (2) on-course tee signs
Six (6) additional cocktail reception tickets
Opportunity to feature corporate banner at event (provided by
sponsor)
Priority corporate logo placement in the JA NorCal website and
in all marketing collateral
Opportunity to host a table to display promotional material on
the day of the event to all players
Provide a product or brochures in player gift bags

ALBATROSS SPONSOR -
COCKTAIL RECEPTION
& DINNER - $20,000
Eight (8) tournament player
tickets - includes everything in
the foursome package plus:
Fantastic opportunity to host
dinner and promote your
company to over a hundred
golfers
Corporate logo placement on
the JA NorCal website
Opportunity to provide a
product or brochures in player
gift bags
CONDOR SPONSOR - WELCOME
& BREAKFAST - $17,000
Eight (8) tournament player tickets - includes everything in the
foursome package plus:
Fantastic opportunity to host breakfast, Bloody Mary & Mimosa
bar, and promote your company to over a hundred golfers
Corporate logo placement on the JA NorCal website
Opportunity to provide a product or brochures in player gift bags
EAGLE SPONSOR - PUTTING CONTEST
& LUNCH - $15,000
Eight (8) tournament player tickets -
includes everything in the foursome
package plus:
Fantastic opportunity to host lunch
and promote your company to
over a hundred golfers
Corporate logo placement on
the JA NorCal website
Opportunity to provide a
product or brochures in
player gift bags

FAIRWAY CONTEST SPONSOR -
$10,000 (5 AVAILABLE)
Eight (8) tournament player tickets -
includes everything in the foursome
package plus:
One (1) souvenir pin flag with your company
logo to be displayed in a tee during the
event
One (1) on-course tee sign at the sponsored
site
Corporate logo placement on the JA NorCal
website
Opportunity to provide a product or
brochures in player gift bags
BIRDIE SPONSOR -
$8,000 (4 AVAILABLE)
Four (4) tournament player tickets -
includes everything in the foursome
package plus:
One (1) souvenir pin flag with
company logo to be displayed in a
tee during the event
One (1) on-course tee sign
Corporate Logo placement on the
JA NorCal website
Opportunity to provide a product or
brochures in player gift bags
FOURSOME - $7,000
Your day will include:
A round of golf for four (4) with two (2) golf carts
A gift card to the pro-shop
Four (4) drink tickets each
Access to the putting green and cigar bar
Fun contests and raffles
On-course lunch and beverages
Cocktail reception & dinner buffet and awards show
A golfer gift bag for each player

GOLF HAT/VISOR SPONSOR - $5,000
Two (2) tournament player tickets -
includes everything in the twosome
package plus:
Your company logo on a golf shirt given
to each player
Your company logo in all event
marketing materials
TOWEL SPONSOR
Two (2) tournament player tickets -
includes everything in the twosome
package plus:
Your company logo on all event tee towels
given to each player
Your company logo in all event marketing
materials
GIFT BAG SPONSOR
SOLD
SOLD
Two (2) tournament player tickets - includes
everything in the twosome package plus:
Your company logo on all gift bags given to each
player
Your company logo in all event marketing
materials
GOLF TEE PACK SPONSOR -
$5,000
Two (2) tournament player tickets -
includes everything in the twosome
package plus:
Your company logo on a pack of golf
tees, markers and fixers given to each
player
Your company logo in all event
marketing materials
All donations are tax deductible.
Tax ID # 94-1322179

FINANCIALS
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23

BOARD OF
DIRECTORS
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JA BOARD
SHOUTOUTS
Each quarter, we recognize contributions by governing board members for the different
ways they are contributing to the mission of JA! This list helps inspire newer board
members on ways to get more involved. If we missed something, please let us know.
• David Bickham (Reed Smith) supported the review and adoption of our distribution
agreement with SolarBuddy.
• Jeff Bray (Prologis) volunteered and recruited 10+ volunteers to teach JA in a Day at
Gordon Lau Elementary School in San Francisco during Prologis Impact Day.
• Sean Crabtree (Accenture) and Tony Perazzo (Grant Thornton) volunteered and
recruited 24+ volunteers to support Lincoln High School students in San Francisco with
mock interviews.
• Carrie Ericson (SpeedPro) volunteered at the Fruitvale Elementary School JA Career
Exploration Fair and recruited a volunteer to support the event. She also donated over
$1,000 worth of in-kind expo material to our JA Company Program students going to
nationals in Washington DC.
• Jessica Fields (AON) and James McGown (Circle) volunteered as judges for the JA
Company Program Regional Competition.
• Diana Kapp (Author & Journalist), JA Career Speaker for students in the South Bay and
San Francisco, volunteered as a judge for the JA Company Program Regional Competition.
She also donated 4 tickets to a Giants Game valued at $900.
• Denise Lee (Cisco) supported two 4th-grade classes at Belle Haven Elementary School in
Menlo Park to participate in a SolarBuddy activity.
• Brutus Lo (Marsh) volunteered and recruited volunteers to teach JA Personal Finance to
students at Lincoln High School in San Francisco.
• Ladd Martin (HP) partnered with PwC to recruit 20+ volunteers to support Lincoln High
School students in San Francisco with mock interviews.
• Lynn Metrulas (Agilent) hosted 45+ high school students from San Jose for a Job
Shadow/Career Discussion.
• Heather Nguyen (Bank of America) volunteered along with two of her colleagues from
BOA at Oakland High School to support the JA Be Entrepreneurial Rapid Business Planning
Program and provided feedback to student groups on their business plans.
• Marc Singer (McKinsey & Company) volunteered as a JA Career Speaker at Redding
Elementary School in San Francisco and recruited 12 additional volunteers. He also hosted
the JA Board Mixer on May 25 th .
25

• Scott Solberg (HSBC) volunteered and recruited volunteers to teach JA in a Day at
Gordon Lau Elementary School in San Francisco.
• Devra Struzenberg (Salesforce) volunteered as the closing speaker for the JA STEM
Summit at Salesforce. She is also supporting the JA Company Program team as they
practice for the national competition in Washington DC.
• Craig Tatlonghari (RSM US LLP), Perry Liu (CSAA Insurance Group), and Reena
Bhatia worked with the Talk Blox team to prep them for the National Student Leadership
Summit.
• Dina Ting (Franklin Templeton) donated SF Giants Luxury Suite at Oracle Park (including
16 Tickets, 4 Guest Passes, and 4 Parking Passes) for the May 20th vs. Miami Marlins
valued at $5,000.
• Bill Schlough (SF Giants) donated a pre-game lunch or dinner in the exclusive membersonly
GOTHAM CLUB & Four (4) Second-Row CLUB Infield Seats valued at $1,000.
• Nghi Huynh (Armanino LLP) donated a 2-nights, 3 days in Pretty Pines Incline Village, NV
valued at $1,000.
• Beth O’Rell (Clorox) hosted a booth at the Benicia High School JA Career Exploration
Fair.
• Wallace Young (Federal Reserve) hosted a booth at the Benicia High School JA Career
Exploration Fair. He has volunteered at 4 JA Career Exploration Fairs in the East Bay this
year.
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BOARD
COMMITTEES
Executive Committee
Matt Davis, AON
Adrian Dimech, AT&T
Shakeya McDow, Kaiser Permanente
Bill Oldenburg
Tony Perazzo, Grant Thornton
Marc Singer, McKinsey & Company
Jake Streit, SMBC Group
Finance Committee
Kevin Coleman, KPMG
Brutus Lo, Marsh
Beth O’Rell, Clorox
Dina Ting, Franklin Templeton
Audit Committee
Kevin Coleman, KPMG
Beth O’Rell, Clorox
Mark Secker, EY
Marc Singer, McKinsey & Company
Marketing & PR Committee
Jobina Fortson, ABC7
Lindi LaBine, LaBine Media
Gary Pike, Pike & Co.
Shirley Stacy, Align Technology
2022 Golf Committee
Matt Davis, AON
Sanjay Kacholiya, Citrix Systems
Shakeya McDow, Kaiser Permanente
Chris Moulton, U.S. Bank
Tony Perazzo, Grant Thornton
Cole Yoshida
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BOARD
GRID
28

Junior Achievement of Northern California Board Members are required to be willing and able to
support our mission through excellent leadership and development; commitment of personal,
corporate and other resources; and dedication to the young people of our community.
As a Board Member, you agree to contribute a minimum annual contribution
of $10,000 to sustain our mission.
The contribution can be met in a combination of ways listed below:
CORPORATE CONTRIBUTION
Commensurate to scale of organization
PERSONAL CONTRIBUTION
Generous and meaningful
No required minimum contribution however personal
giving of some kind by all Board members is required.
100% Board Member giving is necessary to successfully
win many foundation grants. JA NorCal staff currently
contribute at 100%.
Additional Board Member Requirements
BOARD MEETING
PROGRAM & EVENT
PARTICIPATION
COMMUNITY OUTREACH
Participation in Four Annual Board Meetings
Incorporate JA into your company volunteer
program
Promote JA events to your network and
attend at least one as a sponsor, participant
or volunteer
Teach or visit a JA program
Include JA in official biography, in news
releases, in speeches, and conversations
Promote JA and secure resources from your
business partners and clients
990 is posted at https://www.guidestar.org/profile/94-1322179
Directors and Officers Insurance coverage up to $1M
Federal Tax ID No: 941322179
https://norcal.ja.org/
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