JENNIFER HARWIG, MBA, bCRE
Vice President of Finance
Jennifer joined the CSI team as the Vice President of Finance in 2017. She earned her Bachelor’s Degree in Business Accounting with honors, in 2001, and her MBA in Finance in 2007. Jennifer has over 20 years of experience in the accounting field, in industries ranging from retail and financial services, to non-profits. Most recently, she was the Systems Accounting Manager at a large healthcare organization, providing financial reporting to over twenty foundations in 7 states. Jennifer brings her diverse background to Cause and Solution, Inc. to provide accounting solutions to small businesses and non-profits in our local community and beyond.
ROBBI DOLLAR, bCRE
Robbi joined the CSI team in 2017 as a Solution Analyst. Her past employment includes working as a Data Integrity Specialist and Gift Processor for a large non-profit foundation for over 6 years. She has been in the Financial Services industry for 20 years, earning her Series 7 broker’s license and Series 63 registration license. Robbi has been happily married for 13 years to her best friend, Jerry. She is a mother to a son and a daughter, as well as step-mother to three bonus daughters. Robbi finds immense joy in her three granddaughters!
SHANNON ORNELAS, bCRE
Shannon joined the CSI team as a Solution Analyst in 2017. She is originally from New York, but now splits her time between Tennessee and Colorado. Shannon will soon collect her degree with a double major in Finance and Health Care Administration. She has more than 8 years of data entry and analysis experience, with expert knowledge of Blackbaud’s The Raisers Edge. Shannon is passionate about her work and strives to become a strong asset by constantly learning new skills, gaining knowledge from industry experts, and improving current processes. Her main passions in life include helping others and travelling. Shannon currently volunteers with local non-profits and hospitals in both Tennessee and Colorado, and hopes to one day make a global impact.
MARKETA TAYLOR, bCRE
Marketa joined the CSI team as a Solution Analyst in 2017. In her former role, Marketa was a Data Integrity Specialist with Centers for Philanthropic Excellence. Previously, Marketa worked for a large healthcare system between 2009 and 2014 as a Gift Processor and then Accounting Assistant Lead. She trained all levels of staff and enjoyed using innovation to implement ways to streamline processes more efficiently. Marketa is a power user of Blackbaud’s The Raisers Edge. In addition to her experience with non-profits, she has worked in the banking, optical and law industries. Marketa currently holds a Bachelor’s degree in Health Care Administration/Health Care Management, and is currently working towards her MBA. She is a member of both Toastmasters International and Pikes Peak Writers.
JENNIFER BONIN, bCRE
National Sales and Marketing
Jennie joined the CSI team as a Sales and Marketing Analyst in 2018. She has more than 10 years of data analysis, database training implementation, and donor database management experience. She has worked with a multitude of Blackbaud software products and services. Jennie also spent 5+ years working as the lead sales support associate and marketing representative for a privately-owned company in the public safety industry. Her most recent role was that of the lead Prospect Researcher for a large non-profit healthcare organization, during which she was a member of The Association of Professional Researchers for Advancement (APRA). Jennie has a Bachelor’s degree in Secondary Education with a focus in Health, Physical Education and Recreation.
Patty Story, MBA, bCRE
Patty’s past experiences have prepared her well to work with various clients that seek solutions to their accounting questions. Her accounting background for the past fifteen years includes working with over twenty different non-profit hospital foundations, a private school, a for-profit software development company and a small family-held engineering group. Patty holds an MBA in management and understands how the accounting team supports an organization’s goals. Patty is extremely proficient in Blackbaud Financial Edge/NXT and Raisers Edge/NXT and has already proven to be a tremendous asset to the foundations we partner with across the country while helping to make an impact on the causes they serve.
Brian Bonin, bCRE
Senior Solutions Engineer
Brian’s experience in operational support for a large non-profit national healthcare system has provided him with an exceptional understanding of complex donor database systems, fundraising support and the unique needs of independent and integrated development programs. Brian is extremely proficient in Blackbaud Raisers Edge/NXT, Financial Edge/NXT, and BBCRM. He also has an exceptional understanding of online giving products and applications as well as database development, management and design.
Brandon graduated from Eastern New Mexico University with a Bachelor of Fine Arts degree. He has worked in graphic design for more than 14 years and has experience in graphic design, television production, motion graphics, multi-media and printing. Brandon's creativity and exceptional art and design continues to be a tremendous asset to the Cause and Solution, Inc. team and the foundations he partners with across the country.
Alex Bocian, bCRE
Alex brings both a creative and technical approach to his work to help non-profit foundations be more successful by providing support services necessary to allow foundations to spend more time with donors and less time managing their databases.
JAMIE LUNDIEN, MBA, CPA, bCRE
Chief Financial Officer | Partner
Jamie has been working in the accounting field for more than 18 years with specific experience in the healthcare nonprofit sector for more than 9 years. He has a Master’s degree in Business Administration with a major in Accounting. Jamie is an accredited CPA in the State of Colorado, and is a member of the Association of Healthcare Philanthropy. He is a native Coloradoan and more than anything, he enjoys spending time with his lovely wife Joleen and their two children, Vincent and Eva. Jamie is an avid sports fan, both watching and participating, and is very passionate about the Buffalo Bills.
JIM BOCIAN, MBA, CFRE, bCRE
Chief Executive Officer | Partner
Jim has been working in healthcare philanthropy for over 25 years and recently served as System Vice President for Catholic Health Initiatives helping to lead the effort to create the largest national non-profit hospital foundation's, in terms of scope and support, in the country. Jim has had the opportunity to work in almost every capacity of fundraising development over his career and believes you can obtain amazing goals; inspire others; be innovative; and make an impact on the communities we serve through and with the team you build around you. He is a graduate of Regis University with a Bachelors in Science and Masters of Business Administration with an emphasis in Operations Management. Jim holds a Certification as a Fundraising Executive (CFRE). He is a member of the Association of Healthcare Philanthropy and has presented on numerous fundraising related topics at national and regional conferences.
AN AMAZING TEAM
TAMMY BATCHELOR, CFRE, bCRE
Chief Operating Officer | Partner
Tammy has 20+ years of experience working with Blackbaud products and supporting non-profit organization’s back office functions in the areas of prospect research, graphic design, gift processing, data processing, KPI development and reporting. In her previous role as the System Director of Operations for a large national healthcare organization, she developed standard coding structures for 40+ databases and led initiatives for conversions to Blackbaud CRM and Raiser's Edge NXT. Now in her role as Chief Operating Officer and Partner for Cause and Solution, Inc., Tammy continues to support non-profit’s back office support functions as well as database conversions and Blackbaud product implementations. Tammy graduated from Regis University with a Bachelor of Science degree in Business Administration, has obtained her CFRE, bCRE and is a member of APRA.