2023 State of Nonprofits:
The Next Generation
of Governance

Thursday, September 21, 2023
2:00 – 3:00PM ET

Hear from industry leading professionals regarding what every nonprofit should consider about the next generation of governance, givers, and leaders.


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Stacey Herndon

Stacey is the national director of investments for PNC Institutional Asset Management®.
She is responsible for oversight and leadership of advisory professionals and ensuring consistent delivery of investment products, client solutions and thought leadership.

Stacey works to maintain strong and collaborative relationships with some of PNC IAM’s largest OCIO clients. She has extensive experience working with nonprofit and corporate clients. Stacey previously was a vice president and institutional salesperson at Salomon
Smith Barney/Citigroup as well as Friedman Billings and Ramsey. She has worked across various asset classes in this capacity.

Stacey is a recipient of the peer-nominated PEAK award in 2019, PNC's recognition of excellence and achievement for Investment Professionals. Based on her outstanding
work on behalf of her OCIO clients, she was also recognized as a corporate top performer
by leadership in 2019 at the PNC Summit Awards.

Stacey graduated with a Bachelor of Arts from Princeton University and with a Master of Business Administration in finance from University of Pennsylvania's Wharton School of Business. She currently sits on the board of the National Education Association Foundation where she serves as the Chair of the Investment Committee. Stacey also served on the boards of the Center for Supportive Schools as well as CASA-NYC.

Kimberlene Matthews

Kim is the managing director of pension and enterprise solutions for PNC Institutional
Asset Management®. In this role, she helps direct the overall strategy in providing
solutions for clients with pensions or other long-term assets. In collaboration with our
internal partners, her team works with organizations to establish innovative and effective strategies to meet their financial objectives.

Kim is also a voting member of PNC’s Institutional Investment Policy Committee (IIPC). Prior to joining PNC, she served as a pension risk strategist with Northern Trust’s outsourced chief investment officer group, where she delivered asset liability management strategies to clients. In addition, she held positions with Aon Hewitt Investment Consulting and Mercer.

Kim graduated with a Bachelor of Science in actuarial science and finance from University of Illinois at Urbana-Champaign. Kim also holds the Chartered Financial Analyst® (CFA), Fellow of the Society of Actuaries (FSA), and Enrolled Actuary designations. She currently sits on the board of Changing Worlds, a nonprofit in Chicago.

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CJ Orr

Having served as a trusted partner to clients for over 10 years, CJ Orr has broad experience in fundraising and development, executive leadership, strategic planning, campaigns, and event management. He has launched funds, designed and led strategic initiatives, and driven fundraising for large galas and campaigns ranging from $10M to $1B+ in revenue. As an expert project and relationship manager, he executes on the development of strategies and tactics to drive effective fundraising plans that meet or exceed targets.

Internally, CJ is responsible for setting and driving achievement of Orr Group’s financial targets and overseeing efficient operations within the firm. Additionally, CJ supports the efforts of Orr Group’s Growth team to identify and cultivate new business opportunities and build relationships with nonprofit partners, ensuring that the services offered are best aligned with our partners’ needs.

CJ’s background in finance provides him with a strong foundation in analytics, metrics and ROI. Prior to working at Orr Group, CJ worked in Institutional Fixed Income Trading at Alliance Bernstein, where he was responsible for funds trading, account management, and reviewing analytical research. He also spent several years in municipal bonds sales and trading at Oppenheimer & Co.


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Henri Cancio-Fitzgerald

Henri is the managing director of nonprofit solutions for PNC Institutional Asset Management®. In this role, he helps direct the overall strategy in providing solutions for nonprofit clients. He oversees a team which works with clients to create programs to provide Planned Giving solutions including investment management, administration and education programs to meet their needs. He also leads PNC’s Endowment & Foundation National Practice Group which produces thought leadership and assists nonprofit clients in addressing their distinct investment, operational, distribution and capital preservation challenges.

Henri has many years of experience in the financial services industry serving the nonprofit sector, most recently as the director of philanthropic planning at Wells Fargo Bank, where he managed the planned giving offering and headed up the Wells Fargo donor-advised fund. He has also worked as a senior trust and fiduciary specialist and senior planned giving advisor at Wells Fargo Bank. Prior to entering the financial services industry, he taught business law as an adjunct instructor at Forsyth Technical Community College.

Henri graduated with a Bachelor of Science in political science from Emory and Henry College, a Bachelor of Arts in business management from Emory and Henry College, and a Juris Doctor in corporate law and planning from Wake Forest University School of Law. Henri also holds the Certified Trust and Financial Advisor and Chartered Advisory in Philanthropy designations. He currently serves as a member of the Emory and Henry College Board of Trustees and sits on both the Investment and Business Affairs Committees. In addition, he is a member of the South Fork Panthers of American Youth Football and Cheer League’s Board of Directors.

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