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Staff

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Trisha Finnegan


President & CEO

By partnering with our team, board, donors, and partners, I help to ensure the foundation best supports a strong, healthy, thriving central OK region now and well into the future.

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Christina Adcox, CFRE


Chief Operating Officer

I’m responsible for optimizing Foundation resources to operate efficiently and driving the learning culture of the company.

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Joni Younts


Receptionist

I greet and assist visitors in a polite and courteous manner, monitor phone systems and assist staff members with meetings and events.

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Karla Banks


Donor Services Associate

I help process donor gifts and contributions and create gift acknowledgments to accompany gift receipts.

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Lauren Barnes


Senior Communications Associate

I work with the rest of the communications team to produce publications, newsletters, the podcast, website, basically anything written.

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Andrea Barry, CPA


Financial Analyst

I’m responsible for financial reporting, fund coding and maintenance, software updates and implementation including training and support.

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Madeline Bennett


Development Associate

As a Development Associate, I primarily assist Jennifer Meckling in managing the Nonprofit Endowment Program.

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Patti Biera


Senior Programs Specialist

I collaborate closely with our community program managers to manage our Community Grant Programs, offering support and expertise in navigating the application process, providing technical and administrative assistance, and overseeing all facets of grant distribution.

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Kaleb Brown


Communications Specialist

I work with all things digital at OCCF — i.e. social media, newsletters, our podcast and more.

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Lindsay Cates


Director of Community Programs

I guide and support the Programs Team to ensure programming and grantmaking initiatives align with the strategies to make the most significant impact on our community.

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Julie Dais, CAP®


Director of Gift Planning

I work to foster and grow relationships with professional advisors through education on the many benefits of charitable gift planning.

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Megan Davis, J.D.


Director of Gift Planning

I work to foster and grow relationships with professional advisors through education on the many benefits of charitable gift planning.

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John Derby


IT Helpdesk Technician

I work to maintain the OCCF network, computers, etc. for the organization and assist employee’s technical issues as they arise.

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Joshua Dunbar


Donor Services Manager

I work with donors in the community to assist them in their charitable giving and I connect nonprofits to donors that are interested in supporting their mission.

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Rick Fernandez


Scholarship Programs Manager

I conduct counselor training and work on scholarship outreach and development.

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Emily Fields


Archivist

I care for the records of enduring historical value relating to OCCF, our donors and the impact this foundation has on OKC.

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Lanc Gross


Parks Program Manager

I administer and manage the Parks & Public Space grant programs.

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Gregg Koehn, CPA


Vice President of Finance

I am responsible for the success of the finance department and its essential functions for both internal departments and external organizations.

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Michelle Kusselson


Community Programs Manager

We assist nonprofits through the grantmaking processes, and help them leverage other community resources to expand their community impact.

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Lindsay Laird


Vice President of Philanthropic Services

We ensure all fundholders are engaged through best-in-class stewardship and communication, resulting in exceptional customer service.

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Shree Ledford


Philanthropic Services Process Manager

I oversee the Philanthropic Services Process team to ensure accurate processing of money coming in (donations) and money going out (grants).

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Cathy Lippard, CPA


Vice President of Fund Management

I am responsible for all aspects of fund management for our 3000+ funds. This includes periodic reviews and reporting to the CEO and trustees.

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Jared Mabrey


Graphic Designer

I design print and digital publications ranging from Annual Reports to mailers, websites, digital marketing and our electronic billboard.

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Dan Martel


Vice President of Communications

I help educate the public about the role the OCCF plays to impact so many lives in central OKC and beyond.

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Sherri Maxwell


Office Manager

I oversee the functional and operational office services and facilities, including meeting rooms and any related daily tasks and functions.

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Jennifer Meckling, CFRM


Program Director

I support the 400+ organizations with permanently endowed funds at OCCF, helping them honor the original funding intent and grow sustainable community support.

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Wanda Minter


Scholarship Programs Manager

I work with many of the scholarship funds and assist recipients with claiming their scholarship awards.

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Kimberly Moyer


Communications Manager

I work with the Communication Team to develop compelling, interesting content for our publications and digital assets.

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June Owens, CPA


Controller

I lead the organization’s Finance Team and ensure that it functions effectively.

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Sandy Powell, SHRM-CP


Director of Human Resources

I work to drive HR initiatives that align with OCCF’s objectives, ensures the organization attracts, develops and retains top talent while fostering a positive and inclusive workplace culture.

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Karen Rains


Accountant

I perform finance-related tasks associated with preparing financial records.

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Tina Rodriguez


Accounting Associate

My primary function is to ensure that all payments for the Foundation are printed and dispersed in timely manner.

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Bill Schmid


Building Maintenance Manager

I conduct building maintenance and support the Operations staff with event preparation and facilities management.

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Andrew Schulz


Donor Services Associate

As part of the Philanthropic Services Process team, I work with donors to accurately process grants to nonprofit organizations.

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Jess Schwager


Director of Scholarship Programs

We manage scholarship processes from start to finish – I work with donors to start funds & help students through the application process.

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Joel Schwartz


Director of Information Technology

I manage all technical responsibilities and functions within the foundation.

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Jennifer Stewart, CAP®


Donor Services Director

Our team works with donors and we oversee the money coming in (donations) and money going out (grants).

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Helen Stone, CPA


Vice President of Administration

I lead the financial, administrative and technology teams of the organization and provide support in strategic planning and stewardship.

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Sereida Thompson


Senior Human Resources Specialist

I manage employee benefits and policies, compensation, recruitment, employee relations, payroll, and I support the development of Human Resources strategies, plans, policies and programs.

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Keaton Van Sickle


Programs Specialist

I work hand in hand with our community program managers to administer our Community grant programs. I work to provide expertise when navigating through our grant programs, whether that be in technical assistance, question help or post-award assistance.

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Brynn Walker


Accountant

I review, document and post gifts when they are received and perform investment reconciliations as well as compile audit confirmations.

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Michelle Wallace


Senior Scholarship Programs Specialist

Our department processes more than $4 million in scholarships annually. We work really hard to reach as many potential students as possible to maximize the scholarships they are awarded.

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Teresa White


Executive Assistant

I provide support for the C-Suite, coordinate tasks and projects, and work with our board to ensure efficiency in the day-to-day operations of OCCF.

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Leslie Woodward


Community Programs Manager

I oversee the Carolyn Watson Rural Oklahoma, Kirschner Trusts and Milburn Affiliated Funds as well as OCCF's Culture & Community grant program.

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Easton Yellowfish


Senior Accountant

I work with the Finance team to produce financials, assist in the distribution policy of endowment funds and perform various reconciliations.

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Patricia Zeiler, CPA, Certified Internal Auditor


Senior Accountant

I work in the Finance Department, providing assistance with financials, yearly audits and other processes to help our donors with their endowments.

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Liz Eickman


Director, Kirkpatrick Family Fund

I direct a multi-state grant and initiatives program to achieve the mission of the Kirkpatrick Family Fund.

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Emma Newberry-Davis


Programs Manager, Kirkpatrick Family Fund

I am responsible for the management of KFF program initiatives based in Oklahoma, including the Mollie Spencer Farm in Yukon, Oklahoma.

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Lauren Schlepp


Archivist, Kirkpatrick Family Fund

I archive documents related to the Kirkpatrick Family Fund entities, programs and grantees as well as organize posts for social media.

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Nancy Stearns


Office Manager, Kirkpatrick Family Fund

I am responsible for overseeing the general administrative duties and making sure the office operates efficiently and smoothly.

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Jennifer Thurman


Senior Programs Officer, Kirkpatrick Family Fund

I oversee the grants program for the Kirkpatrick Family Fund as well as the development and implementation of key initiatives.

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Julia Witcher


Grants Manager, Kirkpatrick Family Fund

I manage the grant portal, review applications, prepare meeting materials, process payments, compile reports, and assist grantees as needed.

OCCF will be closed in observance of Labor Day on Monday, Sept. 2. We will reopen at 8:30 a.m. on Tuesday, Sept. 3. Best wishes from all of us to you.

OCCF