James K. Hasson, Jr., a graduate of Duke Law School (J.D.) and Duke University (A.B.), is a partner in the law firm of Hasson Law Group, LLP, in Atlanta, Georgia. He has published numerous articles and speaks extensively at various conferences around the country, and has served as Chair of the faculty of the Rocky Mountain Tax Seminar for Private Foundations since it was founded. He served from 1987 through 1990 as a member of the Exempt Organization Advisory Group to the Commissioner of the IRS and served for almost 20 years as an adjunct professor of law in the graduate tax program at Emory University School of Law. He has served as chairman of the Exempt Organizations Committee of the Tax Section of ABA and as the Tax Section liaison to the Exempt Organizations Division of the IRS, and he is a Fellow of the American College of Tax Counsel. He has been recognized by Chambers USA: America’s Leading Business Lawyers since 2003 in the area of tax; named to The Best Lawyers in America since 1987 in the areas of nonprofit/charities law; and selected annually for inclusion in Georgia Super Lawyers®. He serves as legal counsel for, or as a board member of, multiple foundations and other tax-exempt organizations.

Ruth Madrigal is a principal at KPMG LLP and the leader of the Exempt Organizations group in the firm’s Washington National Tax practice. She has served as Co-Chair of the faculty of the Rocky Mountain Tax Seminar for Private Foundations since 2024. Ruth has twenty years of private practice experience, advising a broad range of exempt organizations, including private foundations and their grantees, on the laws governing organization and operation of nonprofit entities. In addition, she advises corporations and individuals on such areas as charitable giving, social impact activities, and corporate social-responsibility programs. From 2010 to 2016, Madrigal served as an attorney and policy advisor at the U.S. Department of the Treasury, Office of Tax Policy, where she was responsible for advising on all tax matters involving tax-exempt organizations and their donors, as well as representing Treasury at public hearings and meetings with other federal agencies, foreign governments, Members of Congress, and state regulators. 

Celia Roady is a nationally recognized authority in the field of tax-exempt organizations. She advises a wide range of nonprofits—including charities, foundations, universities, and museums—on complex tax and governance matters. Her counsel covers operational issues such as executive compensation, private foundation rules, unrelated business income, lobbying, and board governance. Celia also represents clients in IRS audits and in obtaining rulings and determinations.

Since 1994, she has chaired Georgetown University Law Center’s annual conference on Representing and Managing Tax-Exempt Organizations, the leading event in the field. She frequently writes and speaks on nonprofit legal issues and served on the IRS Advisory Committee on Tax-Exempt and Government Entities (2010–2013).

Celia is a fellow of the American College of Tax Counsel and has held leadership roles in the American Bar Association’s Tax Section, including vice chair of communications and chair of the Exempt Organizations Committee. She also contributed to the Panel on the Nonprofit Sector’s governance work group, advising the U.S. Senate Finance Committee.

Ann Batlle is a Washington, D.C.–based nonprofit lawyer with more than two decades of experience advising tax-exempt organizations, including private grantmaking and operating foundations, family foundations, public charities, academic medical centers, and research institutions. She helps clients maneuver complex legal frameworks with a focus on IRS compliance, governance, executive compensation, charitable giving, unrelated business income tax and lobbying rules.

Ann brings a dual perspective to her practice—having served as Deputy General Counsel at a large medical research organization, she understands the operational realities nonprofit leaders face. Whether counseling on grantmaking strategies, board governance, risk management, mission-related investments, or international activities, Ann offers practical and tailored advice that enables clients to remain compliant while advancing their missions.

Ann is active in the broader nonprofit legal community through board service and professional affiliations. Her practice is grounded in a commitment to client service, collaboration, and mission alignment.

David Shevlin is a Partner at Simpson Thacher & Bartlett LLP and is Head of the Exempt Organizations Practice. He advises a variety of international and domestic exempt organizations, including all forms of private foundations and public charities. David also advises donors to exempt organizations, such as family offices, as well as the governing bodies of exempt organizations. In particular, he advises universities, foundations, hospitals and cultural institutions on the investment of their endowments. David has particular experience in working with charitable organizations in connection with social enterprise and program-related investments. David also has been involved in assisting governing bodies on internal investigations.

David is recognized as a “Hall of Fame” not-for-profit lawyer by The Legal 500 United States and has been recognized as a leading not-for-profit lawyer since 2015. David has also been recognized as a leading practitioner in Chambers USA: America’s Leading Lawyers for Business. He was selected as a member of the David Rockefeller Fellows Class of 2015 and named The Best Lawyers in America’s “Lawyer of the Year” for Non-Profit/Charities Law for New York City (2014-2015, 2017, 2018). In addition, he regularly speaks and writes on topics of relevance to exempt organizations.

David is a past Chair of the American Bar Association’s Section of Taxation Committee on Exempt Organizations. The Committee is considered the nation’s leading exempt organizations practitioners group. David’s recent professional associations have included membership with the Exempt Organizations Committee of the American Bar Association Section of Taxation, where he served as Co-Chair of the Sub-Committee on Unrelated Business Taxable Income (UBTI), and was a member of the ABA Coordinating Committee on Nonprofit Governance. He also served as Chair of the Exempt Organizations Committee Task Force on the Model Nonprofit Corporation Act. He served on the American Bar Association Task Force that published a guide to the impact of the Sarbanes-Oxley Act of 2002 on nonprofit organizations. David also served on the Editorial Board of White on New York Corporations, a leading treatise on New York corporate law. 

David served on the Board of Directors of Doctors Without Borders USA and was the Chairman of the Audit Committee and Secretary of that organization.

David earned his J.D., magna cum laude, at New York University, where he was named a member of Order of the Coif, and earned his B.S. degree from Cornell University, where he was named a Presidential Scholar.

Andy Mountain has counseled some of the nation’s leading nonprofits, corporations, law firms, government and quasi-governmental agencies for more than 25 years. He specializes in helping senior managers, C-suite executives and boards in the areas of: business strategy; organizational process and structure; strategic planning; communications; issues and crisis management; reputation management; and government affairs.

A community-builder at heart, Andy has a passion for forging coalitions and collaborations that help create amazing places. Andy has had a hand in shaping some of the most prominent public- and private-development projects that have transformed the Rocky Mountain West over the last 20+ years. He has also helped some of the nation’s most influential nonprofits strategize their futures; develop, launch and grow key business initiatives; strengthen their advocacy and community engagement programs; and optimize their business processes and organizational structures for maximum social impact.

Among the most prevalent efforts Andy has played a central role in are: developing and growing a financial-exploitation prevention program responsible for stopping more than $500 million from being stolen from older adults; revitalizing Denver’s vibrant River North neighborhood; structuring and strengthening the advocacy and field organizations of some of the most influential nonprofits in the country; helping plan and launch a world-renowned, 11,000-acre art center nestled in the shadows of Montana’s Beartooth Mountains; planning, designing and building coalitions of support for half of the Denver region’s multi-billion dollar FasTracks transit expansion program; and protecting a 172,000-acre Southern Colorado ranch from devastating industrial development that would have harmed wildlife and scarred iconic Colorado views.

Prior to joining GBSM in 2004, Andy had a career in corporate communications that included positions with Microsoft and MCI. He also worked as a communications consultant for regional and international communications firms in Denver and Washington, D.C.

A member of the Colorado Forum, commissioner for Colorado’s Economic Development Commission, trustee of the Boettcher Foundation, and holder of a variety of additional board and advisory positions focused on arts, education, economic development, and community building, Andy is an active leader in Colorado’s civic and business communities. He earned a bachelor’s degree in journalism from the University of Maryland at College Park. The only things he loves more than his Terps and March Madness are his wife and their two children

Since 2017, Katie has served as President and CEO of the Boettcher Foundation, bringing her career full circle. She was selected as a Boettcher Scholar as a Colorado high school senior and has served in multiple professional roles with the Foundation since 1997.

A connector and lifelong learner, Katie is widely recognized as a thought leader in leadership development, philanthropy, and nonprofit management. She is also a passionate champion for rural Colorado and the leaders who call it home.

A fourth-generation Coloradan, Katie earned her undergraduate degree from the University of Colorado Boulder, where she was a Presidents Leadership Class Scholar and honors graduate of the Leeds School of Business. In 2009, she completed her Executive MBA at the University of Denver’s Daniels College of Business.

Katie has served extensively on local and national boards. Her current board service includes the University of Colorado’s Center for Leadership, the Colorado Forum, the Denver Metro Chamber of Commerce, the Downtown Denver Partnership, and YPO. She previously served as Chair of YPO Colorado and currently serves as Chair of the Western Region of the United States.

Her leadership and community impact have been recognized through numerous honors, including the Denver Business Journal’s “40 Under 40,” the Colorado Women’s Chamber of Commerce’s “Top 25 Most Powerful Women,” and the Del Hock Lifetime Achievement Award from the Denver Metro Chamber of Commerce.

Outside of work, Katie is an avid outdoor enthusiast who loves spending time with her family exploring Colorado’s mountains, plains, forests, and desert landscapes. She is the proud mom of two boys, devoted to her wiener dog Ike, and a partner and fishing buddy to her husband, Joe.