Our GB Nation Board of Trustees
Nicholas L. Gregory, ChFE , CEBA, ChCCA - CEO of The Financial Engineering Institute
Nicholas L. Gregory is also President and CEO of The Financial Engineering Institute, LLC; the governing body and grantor of the professional designation, Chartered Financial Engineer. He is dedicated to providing quality financial education, training, marketing, coaching and advanced case design for the financial services, accounting, legal and non-profit communities. Mr. Gregory is also President of The Charitable Capital Design Center, LLC, an organization which assists both financial professionals and charitable organizations in enhancing their planned giving capabilities. In 2014, his firm’s 37 offices across the country and over 4,700 participated financial advisors, accountants and attorneys were directly involved in more than $337,000,000 in planned gifts; benefiting both their clients and over 381 selected non-profits. Nick, his son, Kyle, and several other entrepreneurial philanthropists are using their past experiences and successes to make our organization the number one resource for giving in the Nation.
Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Partnership for Philanthropic Planning, The International Institute of Financial Engineering and The Charitable Capital Institute.
Kyle C. Gregory, ChCCA - President of Give Back Nation
Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle, his father, Nick, and several other entrepreneurial philanthropists spent more than five years in planning the launch of Give Back Nation.
Kyle’s mission is to help great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.
Derek Craig, MBA, CPIM, LSC, CSSGB - Director of Global Perfect Execution – Emerson Process Management
Derek has years of Fortune 500 experience in the Shipping, Logistics and Manufacturing industries at UPS, SPX Corporation and Emerson. His successes in Operations Management, Lean Enterprise implementation and Operational Improvements have taken him across the globe; resulting in millions of dollars of hard savings for his companies. Derek holds certifications in Lean, Six Sigma, and Production and Inventory Management (CPIM). Mr. Craig holds an Industrial Engineering Degree from the University of Central Florida and a Masters of Business Administration from Arizona State University.
Joel Thomas - President of Stratos Jet Charters
Joel Thomas is the Founder and President of Stratos Jet Charters. Stratos Jet Charters has grown into one of the nation's most respected air charter agencies. He has served on the board of the Air Charter Association of North America as President, as Vice President and is the current Chairman. Mr. Thomas has been called on repeatedly to represent the air charter brokerage industry, from ACANA panel discussions to speaking at several key events. Joel has also contributed to numerous articles that have been published by the Air Charter Journal, NATA’s Aviation Business Magazine, Business Jet Traveler and the Gallery Magazine.
G. Michael Beduze, CFP, ChFC - Founder and CEO of Da Vinci Global Consulting, LLC
As Founder and Managing Partner of the firm, Michael focuses on unlocking human and business potential. He has a diverse, 40-year professional career which included time as an investment specialist for a NYSE firm and CEO for a number of companies. His five professional designations include the Certified Human Performance Consultant and the Certified Alignment Optimization Consultant.
Edith L. Yates, CPA, CFP® - Managing Partner of Baylis and Company
In addition to her executive management functions, she also provides comprehensive financial planning services, focusing on estate and trust planning for businesses and family. Edie is recognized for her expertise and experience in the not-for-profit accounting sector and actively participates in community affairs. She has served as a director or officer of many local and national not-for-profit boards of directors.
As a past graduate and a staff instructor at Florida Southern College, Edie has taught intermediate and advanced accounting subjects.
Jamie Meyer, CMFC, CEBS - Board Chairman of Give Back Nation, Tampa Bay Chapter
Jamie's commitment to helping non-profits and their causes in the Tampa Bay community is supported by his 30+ years of experience within the financial services industry. He has held various management and marketing positions with companies such as Jackson National and Phoenix Life. He recently integrated his practice with MetLife to better meet the financial needs of the families and small businesses he serves. Jamie is a Member of the Executive Board of the Christian Chamber Of Commerce of Tampa Bay. He received his BS in Psychology as well as his Masters in Counseling from Illinois State University.
Ronald Gilbert - President and Co-Founder of ESOP Services
With over thirty years of experience, Ron heads up an international consulting firm specializing in all aspects of Employee Stock Ownership Plan (“ESOP”) applications and ESOP privatization for private and public companies and government-owned entities. He currently serves on The ESOP Association’s Board of Governors and its Legislative and Regulatory Advisory Committee. He is a former member of the board of directors of the National Center for Employee Ownership.
Sheila K. Christie, J.D. - Founder of Cashel Fiduciary Partners, LLC
Ms. Christie is a trailblazer in the creation and management of both Private Trust Companies and Family Trust Companies. Her firm provides turnkey solutions for formation, management, administration, and operations of Private Trust Companies and Family Trust Companies. She has developed an extensive knowledge of trusts, estate planning, banking, compliance, regulation, management and the needs of family offices and family advisors from her career in law and business. Her career began in the Trust Department of Fifth Third Bank and continued through partnerships in two prestigious law firms as well as acting as Chief Fiduciary Officer and Trust Counsel for Perspecta Trust LLC.