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IRS Form 990-T for Markle fiscal year 2017. 990, Tax, tax forms, tax return, Financial, financial information
INDIANAPOLIS - The recently-launched Skillful Indiana program has named its first leader. William Turner, who previously led education and development efforts for Indianapolis-based Allison Transmission Holdings Inc. (NYSE: ALSN), will serve as executive director. Turner also serves as chair of the EmployIndy Workforce Development Board. Skillful says, in his new role, Turner will lead the program's efforts to engage employers, educators, policymakers, and workforce development organization "to create a labor market in which skills are valued, and more people can easily access the information and education they need to secure good jobs." "Bill’s unmatched blend of private sector leadership and public service contributions to Indiana’s workforce development, plus his personal passion for helping Hoosiers succeed, makes him a natural fit to lead Skillful Indiana as Executive Director," said Beth Cobert, chief executive officer of Skillful. "He understands the needs of employers and skilled workers and is deeply connected to the larger workforce development community across Indiana."
Steven A. Denning is the Chairman of General Atlantic LLC, a firm he joined in 1980, and has helped build into a leading global growth equity firm with $30 billion in capital under management and thirteen offices worldwide. Mr. Denning joined GA after working with McKinsey & Company. He received an M.B.A. from Stanford Graduate School of Business in 1978. Prior to business school, Mr. Denning served for six years in the U.S. Navy, where he also earned an M.S. degree from the Naval Postgraduate School in Monterey, California. He received a B.S. from the Georgia Institute of Technology in 1970. Mr. Denning is a member of the Board of Directors of the Council on Foreign Relations, the National Park Foundation, College Advising Corps and the New York Regional Plan Association and is a member of the Board of Trustees of the Bridgespan Group and the Carnegie Endowment for International Peace. He is Chair of the Global Advisory Council to the President, the Advisory Council of the Freeman Spogli Institute and the Natural Capital Advisory Council, all at Stanford University, and is a member of the Knight-Hennessy Scholar Program Advisory Board and the Stanford Distinguished Careers Institute Advisory Council. He is a director of Engility Corp. (NYSE: EGL). Mr. Denning is former Chairman of the Board of Trustees of Stanford University and former Co-Chair of the Board of Directors of The Nature Conservancy (TNC). He is Emeritus Chairman of the Stanford Graduate School of Business Advisory Council, and an Emeriti Trustee of The Brookings Institution, the American Museum of Natural History and the Georgia Tech Foundation. Mr. Denning was formerly a trustee of the National Parks Conservation Society and former member of the board of the McKinsey Investment Office Advisory Council, the Georgia Tech Advisory Board, the School of Economics and Management at Tsinghua University Advisory Board, the Cancer Research Institute, and the Connecticut Science Center. Mr. Denning grew up in Salt Lake City, UT. He and his wife, Roberta, currently reside in Greenwich, CT and San Francisco, CA. They have two children, Robert and Carrie.
Senior Manager, Strategic Communications The Markle Foundation is looking for a Senior Manager of Strategic Communications to join its highly collaborative strategic communications team in New York City. Markle has a track record of successfully tackling some of society’s most pressing issues. We were one of the first to rally thinkers and problem-solvers to address the transformation of the labor market by globalization and advancing technology. Markle is developing practical solutions to help the nearly 70% of Americans without a college degree secure good jobs in a rapidly changing economy. The Markle communications team is advancing this work by shifting perceptions of skilled work in America and moving employers, policymakers, educators and workforce support organizations to take steps to expand pathways to success in the 21st century. We are looking for a smart, creative thinker with demonstrated skills in strategic communications planning, project management and media relations to join our team. Candidate should enjoy writing and have demonstrated excellence in developing a variety of materials, from talking points to contributed articles. At Markle, we value team work, can-do problem-solving, a commitment to excellence as well as experimentation, and those who bring a spirit of fun to their work. We are taking fresh approaches to reach diverse audiences. If you would like the opportunity to capture big ideas in accessible and persuasive language, work with national leaders in the public and private sectors, as well as academia and the media, and lead the development and execution of integrated communications campaigns, please submit your resume to Amy Segelin at [email protected] Job Summary: Markle is an entrepreneurial organization with a geographically dispersed team. Markle’s New York team is looking for a Senior Manager of Strategic Communications. The Senior Manager will have the opportunity to lead the development and execution of integrated communications campaigns, from planning through to execution and measurement, including content development, media relations, social media and digital marketing. Candidates should have strong strategic planning, project and people management and leadership skills. The successful candidate will report to the Senior Director of Strategic Communications, and work closely with the entire Markle Communications team and its internal and external partners. The candidate should expect to join a collegial organization that places a high premium on intellectual curiosity and collaboration. Job Responsibilities: Work collaboratively across Markle teams to understand the work of the Foundation and to develop ideas for effectively communicating information to the media and public. Foster strong relationships with senior leadership and the Markle team members leading workforce development initiatives. Manage one or more people, coaching and fostering their professional development as well as ensuring their time is well spent and work product quality is excellent. Lead the development of creative communications plans, whether for ad hoc announcements or comprehensive, year-long integrated campaigns. Apply a marketing mindset to Markle’s workforce development initiatives to help program managers think through audiences, messaging and methods for engaging constituencies to advance our work. Identify marketing communications needs, defining needed materials, and leading content development. Draft and/or edit content including talking points, speeches, blog posts, contributed articles, and briefing documents to prepare executives for speaking engagements and media interviews. Handle incoming media inquiries and facilitate interviews, statements, and briefings as necessary. Draft and/or edit content for a range of general communications collateral including correspondence (on behalf of senior leadership), bios, press advisories and releases, primers, FAQs, member updates/e-newsletters. Research and analyze key insights and statistics from new reports and media coverage to inform communications efforts, and/or oversee the research and analytical work of others. Conduct media outreach to amplify communications activities, including speaking engagements and announcements. Cultivate relationships with key media and influencers. Facilitate our work with partners from the public, private and non-profit sectors, educators and policymakers. Collaborate well with our communications and digital marketing agencies. Skills & Experience: Ability to think strategically and apply marketing sense to identify business objectives, audiences and to develop corresponding communications objectives, strategies and messaging. Creativity and inventiveness in developing and executing communications campaigns. Strong writing, editing and proof-reading skills. Ability to think through a project, define a process and timeline and lead it to completion. Ability to research, apply judgment and formulate a point of view or recommendation whether on a communications approach or a vendor selection. Ability to research media coverage, skim, analyze and apply judgment in developing media targets and pitch angles. Ability to lead teams and effectively coach and foster the professional growth of junior colleagues. Detail-oriented, forward-thinking, and able to see the big picture. Good time management skills and an ability to juggle multiple and often changing priorities. Ability to communicate professionally with colleagues and Markle partners. Prior work experience with an organization’s leadership team or executives, or related transferable skills. Personal Characteristics: A passion for our mission Integrity and empathy in team leadership and people management Strong sense of ownership and accountability in project leadership An appreciation for team work and an ability to collaborate A can-do attitude and ability to problem solve A willingness to learn as well as coach, and give and receive constructive feedback Position Details: Title: Senior Manager, Strategic Communications Location: Markle Foundation, 10 Rockefeller Plaza, 16th Floor, New York, NY 10020 Reports To: Claudia Husemann, Senior Director, Strategic Communications Term: Full-time Degree or Credential Requirements: None! We value candidates who can demonstrate skills and articulate how prior experiences will help them to meet the job requirements. Applying: Please submit your resume or CV to Amy Segelin: [email protected] Markle is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All applicants receive consideration for employment without regard to race, creed, color, ethnicity, national origin, religion, sex, sexual orientation, gender expression, age, physical or mental ability, veteran status, military obligations and marital status. About the Markle Foundation: The Markle Foundation works to realize the potential of technology to achieve breakthroughs in addressing some of the nation’s most pressing issues. Markle challenges itself and diverse partners to deploy their varied expertise to identify solutions and achieve systemic change. Today as advanced technology and automation change the very nature of work, Markle’s priority is advancing solutions towards a skills-based labor market that will enable Americans to transition to the opportunities of the digital economy. Markle’s workforce initiatives include Skillful and the Rework America Task Force. They follow Markle’s success in creating the policy and technology architecture that has enabled improvements in healthcare, national security, and access to the Internet. Skillful, Skillful Colorado, Skillful Indiana and the Skillful State Network Skillful, a non-profit initiative of the Markle Foundation, is dedicated to enabling all Americans – particularly those without a four-year college degree – to secure good jobs in a changing economy. In partnership with Microsoft and others, Skillful is developing skills-based training and employment practices in collaboration with state governments, local employers, educators and workforce development organizations. Skillful and its partners are working to create a labor market in which skills are valued, and people can more easily access the information and education they need to keep pace with technology’s impact on work. Skillful currently operates in two states, Skillful Colorado and Skillful Indiana, bringing investment, training, tools and innovative methods to augment local workforce development efforts. It formed and facilitates the Skillful State Network, a collaboration among 20 state governors to accelerate the development and deployment of effective skills-based practices to transform their labor markets. Skillful is grateful for support provided by Walmart, and its partnerships with the states of Colorado and Indiana, Microsoft, Lumina, Purdue University and Purdue Extensions. Rework America Task Force The Rework America Task Force seeks to transform America’s outdated labor market so that all Americans – especially the nearly 70% without a college degree – have opportunities to thrive in the digital economy. This coalition of diverse leaders from technology, business, labor, education and the public sector is committed to developing bold, practical, non-partisan solutions to building a skills-based labor market that works for all Americans and supports the competitiveness of the American economy. The Task Force will define and advance policies and practices among employers, educators, policymakers, technologists and workers themselves so that all are better equipped to anticipate, adapt to and harness for good the rapid pace of technological change transforming our economy. By establishing clear, accessible paths to quality jobs and lifelong training in the digital economy, the Task Force is working to enable the dignity of work for all Americans.
About the Markle Foundation: The Markle Foundation works to realize the potential of technology to achieve breakthroughs in addressing some of the nation’s most pressing issues. Markle challenges itself and diverse partners to deploy their varied expertise to identify solutions and achieve systemic change. Today as advanced technology and automation change the very nature of work, Markle’s priority is advancing solutions towards a skills-based labor market that will enable Americans to transition to the opportunities of the digital economy. Markle’s workforce initiatives include Skillful and the Rework America Task Force. They follow Markle’s success in creating the policy and technology architecture that has enabled improvements in healthcare, national security, and access to the Internet. While Markle is organized as a private foundation it operates principally through direct charitable activities and is both a grant maker and a grant recipient. Skillful: Skillful, a non-profit initiative of the Markle Foundation with Microsoft, LinkedIn, the State of Colorado, and other partners, is working to achieve a skills-based labor market to help millions of Americans overcome barriers to obtaining better-paying jobs in today’s digital economy. Skillful helps employers achieve the workforce they need by providing data, tools, and resources that enable the adoption of skills-based hiring and training practices. Coaches and digital services enable job seekers to learn what skills are in demand and access training at any stage of their career. At the same time, Skillful aligns employers and educators so that their training programs teach the skills required to succeed in today’s economy. Rework America Task Force: The Rework America Task Force seeks to transform America’s outdated labor market so that all Americans – especially the nearly 70% without a college degree – have opportunities to thrive in the digital economy. This coalition of diverse leaders from technology, business, labor, education and the public sector is committed to developing bold, practical, non-partisan solutions to building a skills-based labor market that works for all Americans and supports the competitiveness of the American economy. The Task Force will define and advance policies and practices among employers, educators, policymakers, technologists and workers themselves so that all are better equipped to anticipate, adapt to and harness for good the rapid pace of technological change transforming our economy. By establishing clear, accessible paths to quality jobs and lifelong training in the digital economy, the Task Force is working to enable the dignity of work for all Americans. THE POSITION: The Director of Accounting and Finance will manage the accounting, budgeting, reporting, and tax work for the Foundation, reporting to and working closely with the Chief Financial Officer in this newly reconfigured position. S/he will have overall responsibility for directing the accounting activities of the organization including banking, cash management, accounts payable and receivable, accounting entity interrelationships, grants accounting, tax returns and annual audit. In addition, the Director will play a significant role in budgeting, financial system development, and internal and external reporting. This role also includes staff management responsibility. This multifaceted role is an ideal opportunity for a savvy finance professional to join an entrepreneurial and innovative organization that is committed to creating a skills-based labor market that works for all Americans. Responsibilities include, but are not limited to: Accounting Direct all accounting activities for the organization, including: cash management; manage positive pay process; maintain general ledger, prepare journal entries, oversee accounts payable and receivable, supervise invoicing, and produce periodic financial reports. Ensure that all bank reconciliations are conducted in a timely manner, that the books are closed monthly and that all accounts are routinely in good order Supervise accounting of payroll and benefits Record investment transactions into accounting records; capital calls and distributions Supervise signature authorities on investment transactions (is not a signatory) Prepare all foundation tax returns on time, including 990-PF, 990-T, 5500, State UBIT returns and payroll tax returns Monitor grant cash flows; prepare grant spending reports, prepare invoices between Skillful LLC and Markle to call down grant funds to reimburse Markle cash Develop and implement procedures for managing vendor relationships including program contractors and grantees, ensuring appropriate contracts are completed. Supervise purchasing process and monitor contract compliance Oversee processes for approving travel expenses using Concur software People and Financial Management Manage a team of accounting staff Draft the operating budget as a component of the Foundation’s full annual budget. Provide reports as needed to programs on budgets and expenditures Prepare draft quarterly Financial Statements for the Board of Directors including reconciliation of actual to budgets for the period In partnership with the CFO, prepare for the Annual Audit of the Foundation. Provide information to external auditors and prepare exhibits, schedules, and documentation as needed In collaboration with the CFO, implement changes in accounting procedures and reporting as the needs of the organization change Develop recommendations to improve the chart of accounts design and accounting system functionality CANDIDATE REQUIREMENTS: The ideal candidate will possess the following qualifications: 8-10+ years of progressively responsible experience in accounting including robust experience with Generally Accepted Accounting Principles (GAAP) Prior experience working in a private foundation or public charity required Bachelor’s degree in Accounting, Finance, Business Administration or other relevant discipline Certified Public Accountant (CPA) credential preferred People management experience, with the ability to lead, inspire, and motivate individuals and teams to achieve ambitious outcomes, coaching staff while also holding team members accountable for meeting goals Robust knowledge of and experience with major accounting software packages - MIP Fund Accounting preferred - and Microsoft Office Suite products Excellent communication and interpersonal skills, with the ability to build strong relationships and influence others Detail orientation and superb organizational skills coupled to strong analytical and critical problem solving skills Ability to work independently with minimal upfront guidance and as part of a collaborative team, taking on new tasks with a high level of complexity Capacity to effectively handle multiple projects simultaneously in a deadline-driven environment Job Details: Compensation and Benefits: Salary and benefits will be competitive and commensurate with experience. Location: New York City, NY Markle is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All applicants receive consideration for employment without regard to race, creed, color, ethnicity, national origin, religion, sex, sexual orientation, gender expression, age, physical or mental ability, veteran status, military obligations and marital status.
Skillful, an initiative of the Markle Foundation, congratulates Skillful Director Joe Barela on being selected by Governor-elect Polis to lead the Colorado Department of Labor and Employment as its executive director. Joe’s depth of workforce development expertise and leadership at Skillful make him an excellent choice to shape the state’s initiatives to expand opportunities for all Coloradans in a rapidly changing economy. We look forward to working with him. He contributed passion, expertise and energy to Skillful’s goal of creating a labor market in which skills are valued, and people can more easily access the information and education they need to secure good jobs in Colorado and nationally.
Sue Roberson hails from Virginia and she graduated from UVA with a BA in English. She received her MBA from the University of Texas at Austin. Sue was lured to New York after business school and she spent two decades in a variety of finance, operations and marketing leadership roles at Time Inc. (which published Time, Sports Illustrated and People). In her most recent role at Time Inc, she served as SVP and General Manager of Time Inc.’s Consumer Marketing and Revenue Division, overseeing the financials and operations of the company’s consumer magazine, books, products, and subscription services businesses. Sue left Time Inc. at the end of 2016. Determined to change gears and forge a more mission-oriented path, Sue accepted a role as Chief Financial Officer of Blue School, a not-for-profit, independent school in downtown Manhattan. Sue has served on the Board of Directors for Next Issue Media, the Alliance for Audited Media, and JobPath, and serves on the Advisory Board for the Clark Hulings Fund. She also taught as an Adjunct Professor at the NYU Center for Publishing. Sue lives in Manhattan with her husband, Dave and her two sons, Spencer and Angus.
Gov.-elect Jared Polis on Friday announced who will help him run the state’s government. His list of cabinet appointments includes former U.S. Rep. Betsy Markey, who will lead the Office of Economic Development and Trade, and former state lawmaker Angie Paccione, who will lead the Department of Higher Education. Other cabinet appointments include: Stan Hilkey, Department of Public Safety Patty Salazar, Department of Regulatory Agencies Michael Conway, Division of Insurance Shoshana Lew, Colorado Dept. of Transportation Kim Bimestefer, Health Care Policy & Financing Dean Williams, Department of Corrections Joe Barela, Department of Labor Kate Greenberg, Department of Agriculture Will Toor, Colorado Energy Office “I am looking forward to rolling up my sleeves and getting to work with these outstanding and inspiring cabinet appointees,” Polis said in a news release. “I know together we will lead our state in a positive direction for all Coloradans.” Most cabinet appointments must be approved by the state Senate.
DENVER-Gov.-Elect Jared Polis today announced his first round of cabinet appointees after a public call across the state to fill the most senior positions in his incoming administration. The Boldly Forward transition committee, comprised of seven subcommittees with two co-chairs per committee, has acted on the Gov-Elect's direction to focus on the operations and management of the state’s government. The subcommittees each had two concentration areas--both of which are nonpartisan: 1) Recruiting the best talent to lead each agency and 2) Equipping each agency with the best information about the operations of the department. Drawing on their different perspectives and geographic backgrounds, the subcommittees reviewed and assessed each of the more than 700 applicants who applied for cabinet positions from across the state and country. With nearly 100 people serving on the transition committee, these subcommittees have engaged hundreds more people with unique expertise to help with the candidate screening process and draft reports with agency operations recommendations for the Polis-Primavera Administration. “I’m excited to announce several members of our innovative, forward-looking cabinet today. Our transition subcommittees have done a remarkable job working in a short time span to make thoughtful and impressive recommendations for cabinet members and operations in our administration. I am looking forward to rolling up my sleeves and getting to work with these outstanding and inspiring cabinet appointees. I know together we will lead our state in a positive direction for all Coloradans,” said Gov.-Elect Jared Polis. Stan Hilkey, Department of Public Safety Stan has served in public safety for nearly 30 years, holding a variety of positions culminating in three terms as an elected sheriff in Western Colorado. He has been the Executive Director of Colorado’s Department of Public Safety since 2014 where his focus has been on building productive partnerships within the agency and with stakeholders, as well as promoting evidence-based policies as chair of the of the Commission on Crime and Juvenile Justice. Patty Salazar, Department of Regulatory Agencies: With a decade of experience working on complex state-level regulatory issues, Patty has been working at the Colorado Department of Regulatory Agencies since 2015 serving in the roles of Deputy Executive Director, State Bank Commissioner and Commissioner of Financial Services. Betsy Markey, Office of Economic Development and Trade: Entrepreneur and former Congresswoman (CD-4), Betsy has extensive experience both in business development and in state and federal government. Co-Founder of a successful IT business she also founded the Northern Colorado Democratic Business Coalition and was Regional Administrator for the U.S. Small Business Administration. Michael Conway, Division of Insurance: Michael currently serves as the Interim-Commissioner of Insurance. Prior, he was Deputy Commissioner of Insurance and Assistant Attorney General in the Insurance Unit. Angie Paccione, Department of Higher Education: Former State Representative from Ft. Collins, Angie is an accomplished author and leadership coach who served as Vice Chair on the Committee on Education and Chair of the Subcommittee on Higher Education. She received her Ph.D. in Education and Human Resource Studies from CSU. Rick M. Garcia, MPA, Department of Local Affairs: A former two-term Denver City and County Councilmember, Rick has more than 24 years experience in community building, economic development, affordable housing and regional governance. He most recently served as the Regional Administrator for the U.S. Department of Housing & Urban Development, Rocky Mountain West Region and also was a senior advisor to HUD on community sustainability and resiliency. Shoshana Lew, Colorado Department of Transportation: Shoshana previously served as the Chief Financial Officer and Assistant Secretary for Budget and Programs at the U.S. Department of Transportation, as well as in a number of other roles throughout the Obama Administration including at the U.S. Department of the Interior and at the White House Office of Management and Budget and Domestic Policy Council. She currently serves as Chief Operating Officer at the Rhode Island Department of Transportation. Kim Bimestefer, Health Care Policy & Financing: With 30 years of experience in healthcare leadership, Kim is the current Executive Director for the Colorado Department of Health Care Policy & Financing. She has held numerous senior leadership positions serving diverse markets, including President and General Manager of Cigna Mountain States and President and General Manager of Cigna’s Taft-Hartley & Federal Business Segment. Dean Williams, Department of Corrections: Most recently serving as Commissioner of Corrections to the State of Alaska, Dean also has more than 20 years experience with juvenile correctional systems. Previously, he has served a Special Assistant in the Governor’s Office & Public Safety, Juvenile Justice Superintendent, and criminal paralegal working in rural Alaska. He is also a graduate of the Anchorage Police Academy. Joe Barela, Department of Labor: Joe brings more than 25 years of workforce management leadership to the DOL including working with Arapahoe and Douglas counties, the State of Colorado, and most recently with Skillful - an Initiative of the Markle Foundation. Kate Greenberg, Department of Agriculture: A former full-time farm worker, Kate brings substantial experience in agriculture and a strong vision for the future. Most recently she was the Western Program Director for National Young Farmers Coalition. Will Toor, Colorado Energy Office: Former City Councilor, Mayor and County Commissioner in Boulder, and Chair of the Denver Regional Council of Governments., Will is currently a senior staff member at the Southwest Energy Efficiency Project working on clean energy across six southwestern states. He has an extensive background and has won numerous awards for his work in the energy space. Will has served on the Colorado Air Quality Control Commission, Governor’s Climate Action Panel and Boulder County Consortium of Cities Energy Strategy Taskforce as its Chair. Following today’s announcement, cabinet appointees (except for Colorado Energy Office) will next go through a confirmation process with the Colorado Senate. In other staffing news, Lt. Gov.-Elect Dianne Primavera is pleased to announce her new Chief-of-Staff, Crestina Martinez. Crestina most recently served as Regional Manager at the Colorado Department of Local Affairs. Her prior public service includes Government Relations and Partner Outreach at the Colorado Department of Health Care Policy and Financing; County Liaison at the Colorado Department of Human Services; and, serving as Costilla County’s youngest elected County Commissioner.