Board of Directors
Our dynamic board has a commitment to doing extraordinary work and a vision for what's possible when compassion and technology unite.
Beth Monsrud Chair
Beth Monsrud has more than 20 years of experience in the financial management field. She joined UCare as controller, and was named senior vice president and chief financial officer in 2008. She provides executive leadership and oversight for all fiscal operations, and is responsible for the strategic direction for UCare’s accounting, budgeting, forecasting, and health care economics reporting systems, among other key financial functions. Additionally, Beth serves as UCare’s corporate treasurer.
In 2009, Beth was recognized by the Minneapolis-St. Paul Business Journal as a "Woman to Watch" and also received the "Mid-Career Award" from the Women's Health Leadership Trust. In 2013, she was named "CFO of the Year" by the Minneapolis-St. Paul Business Journal.
In addition, Beth currently serves on the board of directors of Stratis Health, a health care quality improvement organization, as its treasurer. She is also a member of the Women’s Health Leadership Trust and has served on a various State advisory task forces related to health care reform.
Bill McKinney Vice Chair
Bill McKinney is vice president of strategic development at Thrivent Financial for Lutherans, an $80 billion-plus fraternal benefit society that offers financial products and services to over two million members throughout the U.S. In his role as a member of the senior leadership team for this not-for-profit firm, Bill has led groups responsible for distribution strategy, financial associate recruiting and training, mass market strategy, new business development, marketing research and analytics, business intelligence and most recently, talent and change management.
In his 12 years with Thrivent, Bill has spearheaded a multitude of initiatives, from creating innovative financial education programs to redesigning the firm’s grassroots volunteer system that raises tens of millions of dollars to support local charitable causes.
Bill earned his B.A. in history from Minnesota’s Carleton College and his MBA from the University of Minnesota. He lives in Minneapolis with his wife, Amy, and their three children.
Cheryl Newell Treasurer
Cheryl Newell owns Money$marts LLC, teaching Essentials of Personal Finance for Young Adults. Her work in the corporate world with budgets, cash flow, debt and risk management, coupled with her training and development experience, gives her a unique background for teaching others about financial literacy. She also does consulting work for small businesses on financial and cash flow matters through Newell Consulting LLC.
Cheryl is a results and process oriented business and financial executive with proven comprehensive business and financial skills. Her 35-year career includes retail, health care technology and consulting, mortgage banking, medical devices, manufacturing, and banking/investment banking companies, spanning Fortune 100 to entrepreneurial private companies.
Cheryl is also vice president for finance and investments and board member of Stevens Square Foundation, a nonprofit grant-making foundation supporting the elderly.
Leigh Bailey Secretary
Leigh Bailey is the founder and CEO of The Bailey Group, a leadership development firm which consults with executive level leaders and leadership teams. Through executive coaching, team building, strategic planning and consulting, Leigh and his team have helped hundreds of leaders and teams reach their highest potential and achieve their business outcomes since 1989. His industry experience includes banking, financial services, insurance, advertising and marketing, health care, medical technology, law firms and distribution services.
Leigh sharpened his skills as a business leader in the financial services industry in various leadership and consulting roles. As an executive coach and consultant, Leigh has become an expert at facilitating coaching processes that sustain long-term behavior change in individuals and organizations. He earned his master’s degree in human development from St. Mary’s University. He has served as an instructor and adviser in the Masters of Human Development Program at St. Mary’s University. He is the co-author of Grown-Up Leadership: The Benefits of Personal Growth for You and Your Team and author of its corresponding workbook Taking Charge of Your Career.
Karen Hohertz-Jacobs is a former CaringBridge site author who learned about CaringBridge when her 11-month old daughter, Kate, was diagnosed with stage IV Neuroblastoma. Karen credits CaringBridge with helping the entire family stay emotionally healthy during Kate’s journey and ultimate recovery. Karen is also a senior director at Best Buy. In more than twenty-five years at Best Buy, she has held leadership roles in retail, operations and services and is currently focused on supply chain optimization. In her spare time she enjoys running marathons.
Kris Larson is co-founder and chief financial officer of Veritae Group LLC, a women-owned company that provides interim finance and accounting leadership to organizations in the Twin Cities. Kris has more than 20 years of executive experience in accounting, finance and operations. In 2012 she was recognized by Finance and Commerce magazine as a “Top Women in Finance – Circle of Excellence.” It is her strong belief that communities can heal, evidenced by personal friends supported by a CaringBridge website.
Lawrence J. Massa
Lawrence (Lorry) Massa became president and CEO of the Minnesota Hospital Association in October 2008, continuing a 25-year career as a hospital and health care leader in the Upper Midwest. The Minnesota Hospital Association represents Minnesota’s 143 hospitals and health systems, providing advocacy, education and numerous other services to its members.
Serving as a policy-maker, hospital executive and grassroots advocate, he previously led Rice Memorial Hospital in Willmar, Minn. There he acted as CEO of the municipal organization for almost 15 years. Prior to that, Lorry gained more than 10 years of for-profit and nonprofit health care executive experience in South Dakota, Iowa and Minnesota. He is a Fellow in the American College of Healthcare Executives.
Lorry has served on numerous nonprofit boards throughout his career. In addition to CaringBridge, Lorry currently serves on the board of the March of Dimes, Minnesota chapter. Lorry and his wife live in the northern Twin Cities suburbs and enjoy spending time with their three children and two grandchildren, all living in the Twin Cities area.
Mikisha Nation is the executive director of Breakthrough Twin Cities. Mikisha has an amazing breadth and depth of experience from corporate America (Target Corporation), the nonprofit world (Minneapolis Urban League) and the public sector (US Department of Health and Human Services). She is a proven leader who excels at motivating her team’s growth and developing new initiatives. As a graduate of Dartmouth College, her personal story is one to which all BTC alums may aspire … migrating to the US from Jamaica at age six, she was raised in an inner-city community in Bridgeport, Conn. where she “witnessed firsthand the challenges that families face trying to provide for their child’s future in environments where violence, poverty, drug addiction, and inequitable access to education are the norm."
"Without the support of my family and education enrichment programs like Horizons, Upward Bound, and Connecticut Scholars, it would have been very difficult for me to navigate through the college process. As a result of my experiences, I have dedicated a significant portion of my life to public service by taking action to address disparities and inspiring others to do the same,” said Mikisha. “I am reminded of a Jamaican saying, 'Wi likkle but wi tallewah.' This phrase was originally used to depict my home country as a small but mighty island nation. The phrase is also used to describe the tenacious and committed character of people and organizations that through their resolve are achieving noteworthy results."
Mikisha currently resides in Minneapolis, Minn.
Lee Roper-Batker is president and CEO of the Women’s Foundation of Minnesota. As a state and national leader, Roper-Batker is recognized for her strategic thought-leadership and the Foundation’s integration of research, public policy and grant-making to create a world where women and girls – and all people – hold the power to live healthy and prosperous lives. Roper-Batker is passionate about the CaringBridge mission which affords anyone the ability to connect, cheer on, stay informed and support friends and family members’ during a health journey.
Dr. Ann O'Connor Sandgren
Dr. Ann O’Connor Sandgren specializes in health psychology focusing on persons affected by cancer and hospitalized patients facing serious illnesses. Previously Ann was a licensed clinical psychologist for Roger Maris Cancer Center at Sanford Health in Fargo, N.D. and has more than 22 years of clinical experience and psychosocial research. She is also a member of the North Dakota Health Care Review Board and has been a hospice volunteer for more than 20 years.
Ann is married and enjoys family time, especially being a grandparent. She’s also an avid traveler. She’s learned from her work that time is precious, to slow down and be more intentional about living the moments well, and to take time for what matters most.
Pete Segar serves as CEO of Ergotron Inc., a subsidiary of Nortek Inc., which manufactures ergonomic computer workstations for health care, education and corporate offices. A chemist by training, Pete has a lifelong passion for technology and innovation and knows how to build organizations that create and sustain high growth and value. Pete has used CaringBridge personally and is passionate about bringing CaringBridge to more people in need.
Wesley Story is the vice president of marketing and innovation technology at Sysco, Inc., a US$45 billion food distribution company serving restaurants, hotels and others in North America and expanding globally. Wesley has broad experience within an agile environment with focus on e-commerce, business intelligence and innovation.
Wesley resides in the Houston, Texas area with his family.
Kathy Tavitian offers CaringBridge a wealth of experience and leadership in the healthcare industry.
Kathy is a Yale Law School graduate and former CPA. She has also served as the CEO of the California eHealth Collaborative and the National Coalition for Health Integration, both of which encourage the secure exchange of health data to create a more patient-centric, value-based healthcare system.
Currently, Kathy is business development director for Anthem Indiana Medicaid. Earlier, Kathy was a senior executive at Walgreens, where she led several successful entrepreneurial business-to-business initiatives in addition to earlier roles as a senior attorney and senior real estate manager. During her 15-year career at Walgreens, where Kathy was responsible for almost $1 billion in incremental annual revenue, she gained a broad perspective of the pharmacy and healthcare industry. She also built synergistic partnerships across the healthcare industry and led the design and adoption of innovative pharmacy and wellness solutions that enhanced patient-centric care, including programs focusing on increasing care coordination and medication adherence.
Shawn A. Teal
Shawn Teal has more than 20 years of remarkable executive leadership experience in owning, managing, and building nonprofit and for-profit organizations. Shawn is employed with the Fairview Health Systems Foundation in Minneapolis, Minn. as their vice president of community relations and development which is responsible for all major gift fundraising and community relations programs and planning. Previously, Shawn worked for Forest Hill Capital LLC/Split Rock Financial Group/CVI, UniqueScreen Media Inc, St. Cloud State University and St. John’s University holding leadership positions at each company.
Along with his role at Fairview Health Systems Foundation, Shawn is involved with the Forest Hill Capital LLC board of directors, Anderson Entrepreneurial Center board of directors, Central MN Community Foundation board of trustees and EMR Process Pro board member as well as holding numerous other memberships and board positions in the past.
Jason Van de Loo
Jason Van de Loo brings to CaringBridge more than 15 years experience driving innovation and growth in online higher education, and building online consumer brands in other industries. He is currently vice president of consumer marketing with Financial Engines (FNGN), a financial tech and services firm in Sunnyvale.
He was previously with Everspring Solutions, an educational consulting firm that partners with leading universities seeking innovating online solutions to enable their visions and missions. Jason has also served as senior marketing officer for Capella Education, guiding the firm’s international growth strategy, creating a framework for long-term growth, and designing the end-to-end student experience by launching innovative academic programs. Jason also built several successful e-commerce and digital marketing platforms for several Carlson Companies brands including T.G.I. Friday’s, Radisson Hotels, and Country Inns and Suites by Carlson.
Jason earned his M.B.A. and B.S. in Business, both with distinction, from the University of Minnesota’s Carlson School of Management.
John Wernz is the chief marketing officer and executive vice president at Wealth Enhancement Group where he leads all marketing and growth initiatives. His mission is to use the power of marketing to advance meaningful causes. John learned about CaringBridge after a member of his marketing team was severely injured in a car accident in 2013 and served on the CaringBridge advisory council in 2015.