Session Four

Kathleen Morris, M.S.

Kathy Morris is an organizational consultant with over 30 years of experience in the field of large-scale organizational change. During the first half of her career, she held various corporate and leadership development positions with two Fortune 500 oil and chemical companies headquartered in Philadelphia, Pennsylvania.

For the past 20 years, she has worked as a management consultant. She specializes in organization and culture change, strategic organization design, senior team development, executive succession, leadership development, and executive talent training. Her clients have included CEOs, senior teams, and HR executives at a variety of for-profit organizations, including Amerada Hess, Johnson & Johnson, International Paper, Bristol-Myers Squibb, Novartis, Progress Energy, Merrill Lynch, American Express, Xerox, Corning, and Rohm and Haas. In addition, Kathy consults with nonprofit organizations, including the Boys and Girls Clubs of America, The New York Public Theater, Harlem Children’s Zone, and the Chicago Board Options Exchange on issues of leadership talent assessment and succession planning.

Kathy holds an M.S. in organizational behavior from Goddard College and a B.S. in behavioral sciences from Drexel University. She is a graduate of the Columbia University Advanced Program in Organization Development and Human Resources Management. She is certified in the Myers-Briggs Type indicator and in the Hogan Assessment Suite of instruments.

She is a skilled facilitator of workshops and business meetings, specializing in senior management and large-scale off-site meetings. She designs and conducts leadership development programs that help align senior leaders to the strategic requirements of their roles.

Donald W. Kramer, Esq.

Mr. Kramer is chair of Nonprofit Law at Montgomery, McCracken, Walker & Rhoads, LLP in Philadelphia. He has more than 30 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer, but also as a teacher, writer, publisher and board member. He has worked with nonprofits of all types and sizes, helping structure start-up situations and restructure multi-organizational health and educational systems. He counsels on a wide range of nonprofit corporate structure and governance, private and community foundations, continuing care retirement communities, exempt organization taxation, low-income housing tax credit transactions, real estate, charitable giving and other nonprofit issues.

Mr. Kramer is the editor and publisher of Don Kramer's Nonprofit Issues®, an electronic newsletter of "Nonprofit Law You Need to Know"(www.nonprofitissues.com). He has represented numerous nonprofit organizations in multiple matters of corporate restructuring to protect assets and centralize strategic planning and implementation. Mr. Kramer serves as a member of the board of directors of the Pennsylvania Association of Nonprofit Organizations. He teaches nonprofit law at the University of Pennsylvania Law School and is a regular lecturer for several other organizations.

Mr. Kramer is the director of the Philadelphia Council for Community Advancement and the Planned Giving Council of Greater Philadelphia. He also serves on the Board of the Octavia Hill Association, a corporation providing housing primarily for moderate income families in Philadelphia.