Notah Begay III - NB3 Consulting

Born and raised in New Mexico, Notah Begay III is half Navajo, one-quarter San Felipe, and one-quarter Isleta. A four-time PGA TOUR winner, Notah is the most accomplished Native American in the history of the TOUR. Off the course, Notah is fully committed to working with tribal communities.

With a degree in Economics from Stanford University, he started NB3 Consulting, a full-service golf course development firm that has built some of the most highly recognized golf courses on Native lands. He also launched the NB3 Foundation, a federally recognized non-profit designed to battle obesity and Type 2 diabetes in Native American youth. Since 2016, Notah has maintained a strategic partnership with REDW based on a shared set of core values and a strong drive to develop new business initiatives and foster financial success throughout Indian Country.

The onset of the pandemic has sent the global economy into a tailspin, and though prior recessions offer some concept of what an eventual recovery might look like, the nature of this particular economic rebound, when it happens, is unknown. One thing COVID-19 is teaching us is that no business is immune to a pandemic – which has signaled more interest in distressed enterprise investing opportunities.

In this session, REDW’s Business Valuation experts will share the impacts the pandemic has had on various industries to date, as well as their expectations for the future, through the application of useful economic and valuation metrics. Participants will come away with a better understanding of basic valuation and due diligence concepts for assessing tribal enterprise targets.

Ed Street, CPA/ABV/CFF, CVA, ASA – Principal, REDW

Brian Foltyn, CVA – Principal, REDW

Ed Street and Brian Foltyn lead REDW’s business valuation and due diligence efforts in REDW’s Albuquerque and Phoenix offices, respectively. Their combined 50+ years of professional experience includes business valuation advisory services, strategic planning, dispute advisory, forensic accounting, mergers & acquisitions and due diligence services, including business purchase and business investment analysis.

While tribal governments and enterprises manage their operations using specialized business software and databases, these systems are not typically integrated, which can lead to a lot of manual processing and incomplete data. Or their Enterprise Resource Planning (ERP) systems aren’t flexible enough to produce meaningful reports. Without meaningful reports or effective visuals and dashboards, the ability to make sound decisions is much more difficult. In this session, REDW’s software and data analysis experts will discuss the tools and techniques for collecting, mining and analyzing useful data within and for your organization – including SEFA Pro, a tool developed by REDW to automate the dreaded SEFA Report required of grant recipients every year.

Mustafa Kamal, CPA, MBA - Principal, REDW

As both a Certified Public Accountant and certified MIP Software Trainer, Kamal teaches REDW clients the principles of governmental and nonprofit accounting, as well as MIP accounting systems, and has implemented and supported dozens of accounting software installations. His expertise includes database management, nonprofit accounting software, and cost and managerial accounting.

Chris Framel, PMP - Operations Manager, Audit & Consulting

Chris Framel has spent more than 20 years designing data warehouses and building dashboards and reports using such software tools as PowerBI, Tableau and Cognos. He is experienced working with a variety of data, both financial and operational, and develops a wide range of analytic reports for REDW and the firm’s clients.

While the opening sessions of REDW's first Virtual Tribal Conference may have answered many of your questions, they may have raised still more. Here is your opportunity to join an active discussion of issues that are top-of-mind for you and your tribal organization, facilitated by today's Keynote Speaker, Notah Begay.

Regardless of whether they collaborate online or in a physical office, today's tribal workforce is made up of as many as five generations – a diverse range of ages that can set the stage for conflict, especially in these unusually stressful times. During this interactive session, Tal Moore will engage and encourage tribal leaders first to recognize the diversity within your working world, and then provide a roadmap for navigating the challenges, as well as a practical approach for embracing that diversity and celebrating the inclusivity of your teams.

Tal D. Moore - Director, NNAHRA Foundation

For nearly 30 years, Tal has been a skilled facilitator and consultant specializing in organizational development and human resource management, with over 25 of those years focused in hospitality and healthcare across Indian Country. Tal is currently the Director of the National Native American Human Resources Association (NNAHRA) Foundation, which provides education, training and research in support of HR initiatives, and previously served as its elected President for more than six years. In addition, Tal serves the Kalispel Tribe of Indians as their Chief Organizational Development Officer. In this role, he supports a team of 2000 team members in government, gaming, resort, food and beverage, and many ancillary enterprises. Tal is a proud Pueblo descendent.

The CARES Act and other COVID-19 relief efforts have provided considerable financial and workforce support at a critical time – but only when Federal compliance requirements are met. In this session, you will learn the latest compliance rules for both Human Resources and Finance contained in the OMB’s Uniform Guidance, and how the two disciplines need to establish policies and work together to remain in compliance.

Corrine Wilson, CPA – REDW Principal

Nationally recognized as an expert in tribal government financial management, Corrine heads REDW’s national tribal practice. After serving more than 14 years as an accountant and financial officer for various tribes, including as CFO of a large tribal healthcare organization, Corrine has since worked nearly 20 years in public accounting, performing audits for tribal governments and enterprises. As a NAFOA board member, she was a key contributor to its newly updated Tribal Financial Reporting Guide (the Orange Book), and also serves as a lead instructor for the Tribal Financial Managers Certificate Program through Arizona State University’s American Indian Policy Institute. Corrine is a member of the Ft. McDermitt Paiute-Shoshone Tribe of Nevada.

Alicia Finley, SHRM-SCP, SPHR, THRP, FCS – REDW Practice Leader, Compensation

Alicia has more than 20 years of experience in the Human Resources and benefits field, as well as 10 years of project management experience, and consults with REDW’s clients on a wide variety of Human Resources issues. In addition to her other senior-level HR designations and certification as a Flexible Compensation Specialist (FCS), Alicia is a certified Tribal Human Resources Professional (THRP), awarded by the National Native American Human Resources Association (NNAHRA).

During the current pandemic, many retirement plan sponsors are reviewing their plan options in light of the CARES Act. They are also focusing more on “financial well-being” resources that help plan participants navigate the pandemic’s financial impact. Join the head of ABG Southwest for an overview of CARES Act provisions as they relate to retirement plans, a look at current trends, and where they may lead us post-pandemic.

Dennis Davis, SPHR, CEBS, CPC, AIF® - Principal, ABG Southwest

Dennis is a seasoned benefits specialist with more than 20 years of industry experience working with a diverse range of workplace benefit plans and clients. For more than a decade, Dennis has been an invaluable leader within REDW’s retirement plan administration team, and was instrumental in helping to establish Alliance Benefit Group Southwest (ABG Southwest) as a subsidiary company of REDW that is dedicated to providing third-party administration and recordkeeping services for retirement plans. As a Principal of the firm, he oversees all aspects of ABG Southwest, from operations and client experience to business development.