Meet the board

UWL Foundation Board

The UWL Foundation is governed by a volunteer Board of Directors. The board has the fiduciary responsibility for the management and investment of all charitable gifts for UWL. 

UWL Foundation Board Meetings 2019:

February 22, 2019: 3:00-5:00 pm
May 3, 2019: 10:00 am-12pm
August 23, 2019: 3:00-5:00pm
November 15, 2019: 10am-12pm

Board Members 

           
Name Position on Board Committee Position Employer Occupation Term end date 
Mark Dahlkemark-dahlke.jpg   Executive, Investment Chair, Governance Wells Fargo Advisors Financial Advisor 2020
Laurie Diekhoff   Governance, Philanthropy & Community Engagement Retired, Illinois Wesleyan University   2026
Jon Erickson   Finance, Philanthropy & Community Engagement Retired, ACT   2026
Joe Heim    Vet's Hall of Honor Chair, Philanthropy & Community Engagement  UWL Professor Emeritus  Higher Ed. - Prof. 2019
Ilene Kernozek  Past Chair Executive Chair, Governance, Audit Gundersen Medical Foundation Development-Health 2021
Jenny Kuderer Radcliffe   Vice Chair Executive, Investment, Governance Wisconsin Economic Development Corp Public Admin. 2022
James Langdon  Treasurer Executive, Philanthropy & Community Engagment Chair, Governance WI DOA Division of Enterprise Operations Public Admin. 2021
Roger Legrand    Audit, Philanthropy & Community Engagement Retired  Law 2023
Jay Lokken   Vet's Hall of Honor, Philanthropy & Community Engagement RLR Property & Investment Higher Ed. - Advance. 2020
Mike McGinley   Philanthropy & Community Engagement  Retired, Heska Corporation   2026
Kelly Nowicki   Finance, Governance UWL & Nowicki Network Higher Ed. - Prof. 2022
David Rushlow   Governance, Vet's Hall of Honor Mayo Health System   2026
Brent Smith Chair Executive Vice Chair, Governance Chair, Finance  Johns, Flaherty & Collins, SC Law 2022
Brad Sturm Secretary Finance, Executive Coulee Bank, CEO Banking 2021
Todd TaylorTodd Taylor.jpg   Finance, Investment Retired, Kraft Foods   2026
Teri Wilczek   Philanthropy & Community Engagement, Governance Marshfield Clinic, CDO Development -  Health 2022
Kara Pennoyer President, UWL Alumni Association        
Foundation Transparency expanding section

The UWL Foundation has adopted numerous policies and procedures to guarantee how we conduct our business is not only legal, but ethical. 

Our policies and procedures include:

Records Retention: The destruction and/or retention of financial and other transactional records is important. Our board has adopted a policy to ensure we maintain a record of our activities as required by law. 

Finance and Investment Committee: A committee of board members with strong backgrounds in accounting and finance work closely with our staff and auditors to oversee accounting and financial reporting as well as internal controls.  This committee also reviews Foundation investment performance quarterly, reviewing managers and recommending changes in strategy and direction as necessary.

Whistleblower policy: Board members, committee members, staff and other vendors are required to report unethical, dishonest, or fraudulent activity. These complaints will be thoroughly investigated, and the reporter will be protected from retribution.

990 and audit: The Foundation completes a 990 and independent audit each year. These documents are available for public inspection.  The 990 will be posted below and the audit can be requested from our office.

Conflicts of Interest: Each year, our board members, committee members and staff are required to sign a conflict of interest statement, which discloses any potential conflicts they may have with the Foundation. Further, board and committee members are not allowed to vote on items in which they have a known conflict.

Confidentiality: Board members, committee members and staff are required to sign a confidentiality agreement each year. Confidential information is defined as any information or material which is proprietary or which is not generally known outside of the Foundation – including, but not limited to, financial and market data, donor or grantee information and other information that may be deemed sensitive.