2017-2018 Board of Trustees

The Mountain trustees are a diverse group of people who reflect strong commitments to The Mountain over many years. Our current trustees have been involved in professional positions as teachers and religious educators, accountants and CPAs, mental health specialists, business executives, corporate trainers, sales and marketing professionals, ministers, and fundraisers. Many trustees have held leadership positions in their congregations and UUA districts. One trustee is a UU minister and another is a DLRE.

The unifying characteristic of Mountain trustees is the strong commitment of each trustee to support and promote The Mountain. All trustees invest a great deal of their time, energy, and finances in this important work.  As a group,  Mountain Trustees have participated in numerous workshops and events at The Mountain, volunteered thousands of hours in the work of The Mountain, attended MountainCamp, worked as a MountainCamp counselors, sent children to MountainCamp, invested in The Mountain as founding life members, and had multiple generations of their families immersed in The Mountain. Being a trustee is not a passing interest; it is a deep commitment. 

    • Board Chair
      • Nathalie Bigord – Lawrenceville, GA.  B.A. Political Science/International Relations, City University of New York. Served on the church Board of Trustees several times, served and chaired several committees on the congregational level, former member of the Mid-South District Board, small group facilitator at SUULE (Southern UU Leadership Experience); currently serves on the Southern Region Elders Development Team. Employed as an Administrator for an in-home personal care company.
    • Leadership Development Team
      • Gail Sphar – Team Leader. Franklin, TN. Healthy Congregation Consultant for Southern Region; Former President Mid-South District. Served as facilitator for SUULE (Southern UU Leadership Experience). Retired health care executive; M.S. biology, University of South Carolina; MBA, University of Alabama at Birmingham.
      • DeAnn Peterson – Stone Mountain, GA.   BS Materials Science and Engineering, Washington State University, MEd. Science Education, Georgia State University.  Former Trustee and President of Mid-South District.  Past congregational President UU Congregation of Atlanta. Current Trustee Altamaha Riverkeeper.   Employed as science educator DeKalb County Schools GA.
    • Institutional Advancement Team
      • Dave Hudson –  Team Leader.  Roswell, GA. M.A.T. (Masters of Arts in Teaching), University of New Hampshire; B.A. Bowdoin College;  Retired from 30-year sales/sales management career in the paper industry. Lay leader, UU Metro Atlanta North congregation, Roswell, GA.
      • Kit Hamblen, P.E. – Atlanta, GA. M.S. in Civil and Environmental Engineering, University of Illinois; B.S. in Environmental Sciences, University of West Florida.  Currently an active engineer in water resources and ecosystem restoration.
      • Charles Lee – Retired in Sarasota, Florida. Holds a Masters is Public Health Administration from UNC Chapel Hill.  Former chair of the board of trustees of the Charlotte and the Sarasota UU churches. Previously served on The Mountain board. Worked as National Affiliate Development Director for a not-for profit organization.
    • Institutional  Performance Team
      • KC Boyce – Decatur, GA. MBA, Georgia State University; BA in Political Science, Colorado College. Currently helping energy utilities transform their businesses to meet consumer needs. Former camper, CIT, and summer camp leadership staff at The Mountain.
      • Zoe Hansen Burnet – Garner, NC. B.S. in Natural Resources, North Carolina State University; Juris Doctor, Campbell University Law School. Member of Unitarian Universalist Peace Fellowship, Raleigh, NC. Enjoys baton twirling, backpacking, and snuggling with puppies. Currently working in the Real Estate Industry in Central North Carolina.
      • Lee Reading – Black Mountain, NC. BA in Economics, Macalester College. MS in Experiential Education, Minnesota State University. Retired from a career in Outdoor Education and Camp/Conference Center leadership. Served as Interim Director of The Mountain 2011-13. Member of UUCSV in Black Mountain; serve as Treasurer for the congregation and on the Sunday Service Program committee.
    • Planning and Finance Team
      • Rob Marcy – Board Financial Advisor. Charlotte, NC.  B.S. in Math from University.  Currently accountant in the Financial Services industry.
      • Kerry Keys– Washington, DC.  A lifelong UU; served on staff for three UU camps (SUUSI, SWIM and The Mountain); former camper and counselor at TM; Youth Programs Director at TM for 3 years; and on SWIM Board of Trustees from 2011-13.  MA in Accounting; currently works as a financial management advisor PricewaterhouseCoopers serving public sector clients.
      • Peter Kandis — Hilton Head, SC. Member of the Commission On Appraisal and the Religious Education Credentialing Committee of the UUA; treasurer of the Regional Leaders Group (formerly the District Presidents Association); former Trustee & VP Southeast District of the UUA; former Dean of SUULE; national board-certified teacher. Also serves as Corporate Secretary for The Mountain.
    • Recording Secretary
      • Chris Breivogel– Fuquay-Varina, NC. B.S. in Biochemistry, UNC-Chapel Hill; PhD from Wake Forest University School of Medicine in Pharmacology. Former Board member and President of Southern Unitarian Universalist Summer Institute. Now on Core Staff for SUUSI. Currently Past President of the Board of the UU Fellowship of Raleigh.

 

 

 Standing Agenda Items for Board Meetings

 Revised 11/10/15

Every Regular Meeting:

  • Approve minutes of previous meeting
  • Mountain Operations and Finance Report
  • Team Reports
  • Mountain Matters content suggestions

First Meeting of Board following Elections (After Annual Meeting, May):

  • Approve Board Teams, Chair, Corporate Secretary, and Recording Secretary
  • Approval of resolutions for bank & investment account signatories (Chair and Corporate Secretary)
  • Review and Affirm Covenant of Community Standards and Behaviors
  • Team Meetings to determine goals for coming year (conducted after Board meeting)

Second Meeting (August):

  • New Trustee Orientation (Leadership Development Team)
  • Team Meeting: Report on Goals and Action Plans
  • Nominations Committee Appointments
  • Annual Review of Board/Executive Relations Policies (Planning and Finance)
  • Annual Review of Executive Limitations Policies (Planning and Finance)

Third Meeting (November):

  • Need for Audit/Review (Financial Advisor/Director)
  • Trustee Recruitment (Leadership Development Team)
  • Annual Review of Succession Plan and Plan for Immediate Departure of Exec Director (Planning and Finance Team)
  • Annual Development Plan for Coming Year
  • Approve Budget for New Year (Planning and Finance Team/Director)

Fourth Meeting (February):

  • Annual Executive Director Performance Evaluation and Salary Review (Planning and Finance)
  • Endowment Board Appointment (Planning and Finance)
  • Annual Review of Mountain Vision/Mission/Values Policies (Institutional Performance)
  • Trustee Nominations and Team Assignments (Leadership Development)
  • Annual Mountain Membership Meeting Agenda, including Annual Report

Fifth Meeting (Before Annual Meeting, May):

  • Annual Board Self-Evaluation
  • Review/Approve Annual Audit Report (Financial Advisor, Planning and Finance, Chair)

** Note:  The Recording Secretary will maintain the master file of all policies and will update them as appropriate.

The Mountain Board of Trustees 2017Front row (L to R): Linda Sterner, Chair, KC Boyce, DeAnn Peterson, Dave Hudson  Back row (L to R): Kit Hamblen, Peter Kandis, Chris Breivogel, Kerry Keys. Trustees not present: Nathalie Bigord, Gail Sphar, Rob Marcy.

Linda welcomes Nathalie Bigord to her role as our new Mountain Board Chair.

Rob Marcy, Board Financial Advisor

 

Gail Sphar (R), Board Leadership Development Team