Top down view of a table filled with devices showing reports for Sage70 clients

Sage70 Team

“Isaac is one of the first people I call for an opinion because he has so much experience with different kinds of organizations and is a really strategic thinker.”

Jennifer Carlin, Deputy Director, Marin Agricultural Land Trust
  • Isaac Shalev Headshot

    Isaac Shalev

    Known as a “Data Therapist,” Isaac helps nonprofit organizations with technical expertise, human sensitivity, and quiet confidence. With extensive experience leading complex strategic consulting, he has guided a wide range of organizations in the social sector—including New York University, IEEE, The Art Institute of Chicago, Lucile Packard Foundation for Children’s Health, UJA-Federation of NY—to greater achievement and deeper wisdom. Isaac is also a well-regarded conference speaker, past faculty at the Nonprofit Technology Network (NTEN), and the designer of more than ten published board games.

    Follow

  • Brittany Schwartz headshot

    Brittany Schwartz

    With two decades of experience, Brittany combines strategic insight with creativity to elevate advancement, development, and philanthropy operations and services across the social sector, whether for higher education, health care, social services, or arts organizations. With Sage70 since 2019, she is expert at rebuilding databases and CRMs, and the surrounding teams and processes, optimizing outcomes by adapting systems to meet client needs and ensuring robust, efficient use to support fundraising goals. An accomplished marathoner, she knows how to stay the course and get her clients to the finish line.

    Follow

  • Mike Fischer headshot

    Mike Fischer

    A strategic advisor with decades of experience, Mike specializes in business and fundraising operations, technology strategy, and data-informed decision-making. Uniquely positioned with both high-level fundraising and technical expertise, he transforms operations, including data intelligence, gift administration, prospect development, and knowledge management, to align people, systems, and goals. Understanding syncopation as a jazz enthusiast, he disrupts the cadence of existing systems to find new focus and stronger rhythms that help organizations increase generosity and impact.

    Follow

  • Marin Hood headshot

    Marin Hood

    At the intersection of organizational development, change management, and operational capacity building, Marin helps nonprofits integrate vision with reality. Her work spans operational assessment, internal strategy, business design, and systems adoption, building the connective tissue that aligns people, processes, and systems. As an artist, entrepreneur, and gardener, she brings creative problem-solving and keen insights to navigate complex ecosystems, develop thoughtful, responsive solutions for meaningful change, and cultivate cultures rooted in clarity, trust, and sustainable practices.

    Follow

  • Peter Campbell Headshot

    Peter Campbell

    A technology strategist and consultant, Peter is a top IT and security expert with over 40 years in technology management, including executive roles in nonprofits, legal, and retail. His expertise includes business technology assessment, fractional CIO engagements, information security, in-depth analyses, product selection and migration, and more. In his personal mission to aid nonprofits, Peter writes, lectures, and presents to advance the nonprofit technology community. A voracious reader and intrepid hiker, he quickly builds his knowledge and charts the best course for clients.

    Follow

  • Ilene Weismehl headshot

    Ilene Weismehl

    With decades across the nonprofit sector, Ilene fully understands operational needs to find solutions to the challenges of organizational work. Her success in project management, rooted in meeting people where they are, has helped teams meet organizational goals and fulfill mission in meaningful and purposeful ways, including CRM and file management migrations, systems integrations and reorganizations, rebrands, volunteer engagements, cybersecurity implementations, and more. A gardener and wild plant enthusiast, she possesses a keen understanding of how diverse ecosystems work and thrive.

    Follow

  • Andrew Boles headshot

    Andrew Boles

    A business intelligence leader and consultant, Andrew transforms data into actionable insights that streamline workflows, improve decision-making, and maximize ROI, whether for higher education and nonprofits or government and industry. Leveraging expertise in data analytics and AI, he builds Power BI dashboards, Copilot Studio agents, and automated Power Platform solutions, and equips leaders with practical skills through workshops and MBA courses. As a runner and chess player, long-term endurance and foresight help him anticipate challenges and find the best path forward for clients.

    Follow

  • Rachel Rogers Headshot

    Rachel Rogers

    Creating order from chaos is Rachel’s talent. From developing policy and procedures to managing complex workflows, budgets, and contracts, she is a key partner to leadership, improving client delivery by implementing scalable processes and optimizing talent utilization. Her focus on streamlining systems, managing operations, and overseeing financial health allows consultants to focus on high-impact client work. An adventurous hiker and fervent college basketball fan, she brings the endurance, discipline, discernment, and cheerleading needed to adapt to any organizational challenge.

  • Doris Acheampong headshot

    Doris Acheampong

    A fundraising and project management professional with a decade of experience, Doris builds high-performing individual giving programs. She uses disciplined execution across donor portfolio management, CRM administration, moves management, and segmentation to deepen engagement, scale stewardship systems, and hit revenue targets. Her blend of relationship-driven fundraising and cross-team collaboration helps find solutions for greater impact. Hiking, music, meditation, and global culinary creations hone her abilities to listen, explore, experiment, and keep her eyes on the prize at work.

    Follow

  • Tracey Lannon headshot

    Tracey Lannon

    A development operations and database specialist, Tracey turns information into meaningful insights to strengthen fundraising teams. Through strategic data management and CRM administration, with extensive experience in a range of platforms, her attention to detail and collaborative approach bring clarity to complex systems. She helps organizations maintain reliable data, develop reporting and analysis, streamline workflows, deepen donor relationships, and make informed decisions. An avid kayaker and paddleboarder, she skillfully navigates systems from the surface down to their inner workings.

    Follow

  • Lanetta Gilder headshot

    Lanetta Gilder

    A data management consultant with nearly two decades of nonprofit experience, Lanetta has deep knowledge of various donor management systems across the sector to meet the full range of client needs. She provides comprehensive database administration spanning gift processing, data analytics, prospect research, portfolio and moves management, donor cultivation and stewardship, direct mail and email solicitations, manuals and user guides, among other database and CRM functions. As a gardener, she knows that daily nurturing and tending to details is what keeps any ecosystem running smoothly.

    Follow

  • Vivek Pokharel headshot

    Vivek Pokharel

    With experience across data engineering, cloud infrastructure, and technical project management, Vivek is a seasoned problem-solver who thrives where complexity meets purpose. He architects and delivers end-to-end ETL pipelines and cloud data migrations, creating scalable automated solutions with fluencies across systems, service operations, analytics, and project governance. His belief that technology should serve people is a natural fit for Sage70’s mission-driven work. As a lifelong technology enthusiast and explorer of cities, he brings a global perspective and technical range.

    Follow

  • Krishan Bhatt headshot

    Krishan Bhatt

    At the nexus of data engineering, cloud architecture, and analytics strategy, Krishan builds scalable platforms that turn complex datasets into clear, actionable intelligence. His expertise in healthcare, nonprofit, and analytics-driven organizations spans the lifecycle from pipeline development and cloud-native infrastructure to AI-powered solutions. Translating deep technical knowledge into measurable outcomes, he works with executive and cross-functional teams to deliver secure, well-governed data ecosystems that empower teams to gain meaningful insights and grow their data capabilities.

    Follow

  • Samantha Russell headshot

    Samantha Russell

    A dynamic operations leader specializing in driving efficiency, scalability, and performance in high-growth organizations, Samantha brings a strong foundation in project management, contract negotiation, and financial analysis. She has led large-scale initiatives, optimized workflows, and improved resource allocation to enhance productivity, accuracy, and customer satisfaction. A beach-goer, traveler, and horseback rider, Samantha comes to everything with a “blue mind” that knows how to set and stick to the itinerary, and never let go of the reins.

    Follow

  • Kerry Greene Headshot

    Kerry Greene

    Following a successful career as a nonprofit executive, Kerry has turned to her true passions: nature, music, writing, and art-making. While still helping a range of selected nonprofits, either as a volunteer or a consultant, she is also a member of a start-up developing an AI-powered business enterprise solution. Her curiosity about technology, visual thinking, analytic acumen, extensive understanding of the social sector, along with her love of words and addiction to word games and crosswords, is just the right mix to help Sage70 with its copywriting needs.

    Follow