Matthew D. Bozzelli, J.D., Board Chair
Bozzelli is Deputy General Counsel (East) for Southern Company and is primarily responsible for several legal practice areas including corporate, energy regulation, legal operations and technology. He joined Southern Company Services in September 2014 as Associate General Counsel and served as Practice Group Leader of the Business Development, M&A, Legal Operations, Innovation and Integration legal team. He is a frequent author and speaker on corporate governance, public company disclosure and transactional matters. Bozzelli is also a director of The Georgia Appleseed Center for Law and Justice, a nonprofit, nonpartisan, public-interest law center with the mission to increase justice in Georgia through law and policy reform. In 2017, Bozzelli was named a 40 Under 40 Awards honoree by the Atlanta Business Chronicle for his professional and community accomplishments. Previously, he spent 12 years as a corporate attorney at King & Spalding in Atlanta, advising public and private companies on capital markets transactions, securities, corporate governance and M&A. He is the former director and vice chairman of the Georgia Micro Enterprise Network, a nonprofit industry association focused on economic development. Bozzelli received a Bachelor of Business Administration, cum laude, from the University of Notre Dame in 1999, and a Juris Doctorate, cum laude, from Notre Dame Law School in 2002.
Grace Lopez-Williams, CPA, PFP, MBA, CTRS, Treasurer
Lopez-Williams is President and CEO of Grace M. Williams CPA P.C., a certified public accounting and consulting services firm established in 1997. Lopez-Williams was the first Latina appointed by Governor Roy Barnes to the WorkForce Investment Board, and by Governor Sonny Perdue to the Georgia State Board of Accountancy. She has received many prestigious awards, including Business Woman of the Year from the Georgia Hispanic Chamber of Commerce, and has been recognized as one of Atlanta’s Most Powerful and Influential Women in Business by Women Looking Ahead magazine. Additionally, she was named one of the 100 Most Influential Hispanics in the United States by Hispanic Business magazine. Lopez-Williams has a passion for education and served as the President and Founder of the Board of Directors of the Atlanta Chapter of the National Society of Hispanic MBAs. She received a Bachelor of Business Administration in accounting from the University of Puerto Rico, and a Master of Business Administration from Loyola University in New Orleans. Lopez-Williams has been a Certified Public Accountant since 1989.
Sibyl Slade, CRPC®, B.S., Secretary
Slade, an Independent Financial Advisor with LifePlan Financial Advisory, LLC, lends 26 years of banking experience to provide personalized comprehensive financial planning and advisory services to small business owners and individual families throughout Georgia, New Jersey and Texas and whereby she is a 2019 nominee for the Ladenburg Institute of Women & Finance. Prior to joining LifePlan Financial, Slade was a Financial Advisor with Waddell & Reed, where she was recognized as a recipient of Waddell & Reed’s 2015’s Pacesetter as well as received her Chartered Retirement Planning Counselor Designation. A 21 year veteran of the Federal Reserve Bank of Atlanta, she served as a Senior Regional Community Development Manager for the Atlanta Fed’s community and economic development (CED) team. Currently, her legacy project on foreclosure prevention is displayed in the National Monetary Museum in New York City. Slade received a B.S. in planning and economic development from Georgia State University’s Andrew Young School of Policy Studies. She is also a graduate of Kennesaw State University’s certification for financial planning program.
Grace Webster, MBA, Board Member
Webster is an Investment Advisor at MIO Partners, a subsidiary of McKinsey & Company. With a background that bridges finance, public policy and social impact, Webster also has consulted for the World Economic Forum and Pacific Community Ventures. She is on the Board of Directors for Revved Up Kids, a Fulton County-based organization providing self-defense workshops to vulnerable children and teens and is active in the Social Enterprise Alliance Atlanta Chapter as well as the Junior League of Atlanta. Previously she worked in wealth management at Wells Fargo Advisors and Credit Suisse USA’s Private Bank. Webster graduated from the University of North Carolina with a Bachelor of Arts in public policy analysis, and from Duke University with a Master of Business Administration in social entrepreneurship and investment finance.
Courtney I. Smith, MCRP, Board Member
Smith joined PNC Financial in 2013 and leads the bank’s Community Development efforts for Georgia and Alabama. He has an impressive background as a community development professional with experience in creating community reinvestment opportunities, leading self-sufficiency programs, generating small-business and microlending activities, and managing retail and commercial banking activities. He is actively involved in the community and currently serves on the Atlanta Neighborhood Development Partnership One Home Makes A Difference advisory committee, the Habitat for Humanity Georgia Board of Directors, the Habitat for Humanity International CDFI Advisory Board and the United Way of Greater Atlanta’s Community Investment Committee. Smith has been honored as a one of Atlanta Business League’s 2016 Men of Influence, was named the 2014 Kappa Alpha Psi (Decatur Alumni) Kappa Man of the Year and received the 2014 Atlanta Tribune Men of Influence Award. Prior to working at PNC, Smith served as Vice President, Community Affairs for Regions Financial and Vice President, Community Development Manager for SunTrust Bank Atlanta. Smith received a Bachelor of Business Administration from the University of Tennessee and a Master of City and Regional Planning from the University of Memphis.
Lynn Thogersen, MHA, Board Member
Thogersen is the Financial Administrator of the Georgia Mental Health Consumer Network and is the founder and former clinic administrator for the Feminist Women’s Health Center in Atlanta. She has served on the Board of Directors of the Healthcare Georgia Foundation, and has chaired the Women’s Caucus Chair for the American Public Health Association. Thogersen is a recipient of the Margaret Sanger National Award. Thogersen earned a Master’s degree in healthcare management and policy from Mercer University and a Bachelor of Arts in German from the University of Texas.
Grace Fricks, MBA, Board Member
Fricks founded ACE in 1999 and currently serves as President and CEO. She is one of Bizwomen’s 100 Women to Watch, a Women Who Mean Business Honoree by Atlanta Business Chronicle and one of the 100 Most Influential Georgians by Georgia Trend Magazine. She was honored with a Vision of Excellence Award by the Atlanta Business League and presented with the Inaugural Lifetime Achievement Award by Startup Atlanta. SBA Georgia named Fricks as Financial Services Champion of the Year. Fricks currently serves on the Advisory Board for Atlanta’s Women’s Entrepreneurship Initiative (WEI), the Board of Directors of Appalachian Community Capital, the Fifth Third Advisory Board and Invest Atlanta’s New Market Tax Credit Board. She is a past member of the National Board of Directors of the Association for Enterprise Opportunity (AEO) and Board of Trustees of North Georgia Technical College. Fricks, a small-business owner for more than 15 years, is also a former Board Member of the National Association of Women Business Owners, Atlanta chapter. Her undergraduate is in social work from University of Tennessee at Martin and her MBA is from the University of Memphis.
William J. Zawrotny, J.D., Board Member
Zawrotny is a Partner at Jones Day, a global law firm and one of the largest law firms in the United States. He works extensively on mergers and acquisitions; cross-border transactions; transactional and corporate governance issues for public and private companies; and complex ownership and corporate governance issues for private companies. At the firm’s Atlanta office, Zawrotny is head of the Emerging Companies & Venture Committee, and he serves as corporate counsel for venture capital clients and companies in their early and growth stages. In addition to serving on ACE’s board of directors, Zawrotny currently is an advisory board member for the Department of Management of the Kansas State University College of Business Administration, and a member of the National Advisory Board for the Business Ethics Education Initiative. Zawrotny earned a J.D. from the University of Virginia and graduated summa cum laude with a B.S. in Business Administration from Kansas State University. He also served as a U.S. Army intelligence analyst from 1989 to 1997.
Avery Tucker Fontaine, MBA, Board Member
Fontaine is Head of Strategic Philanthropy for BNY Mellon Wealth Management as a component of Fiduciary Services. She supports the US Markets, Family Office, Endowment & Foundation and Planned Giving Groups to develop a holistic platform focused on exceeding client needs and expectations related to strategic philanthropy. Fontaine is the lead subject matter expert in the review and analysis of client philanthropic interests. She drives the effort for philanthropic thought leadership, education and training, tools and solutions, cross-functional teamwork, marketing support and national association relationships. Fontaine has almost 20 years of experience in the investment and financial services industry. Previously, she was Senior Vice President, Philanthropic Consultant and Senior Vice President, Business Banking with Wachovia, then with Wells Fargo. Fontaine has worked with families and successful nonprofit institutions to improve grant-making efficacy, foundation & endowment management, use of planned giving, and long-term strategic planning, as well as with C-level executives for both nonprofits and for-profits to create more efficient capitalization and cash flow via debt allocation, streamlining payables, payroll and analyzing working capital. Fontaine received a bachelor’s degree from Sewanee: The University of the South with a dual degree in philosophy and fine arts. She later received her MBA in general management, with a concentration in social enterprise, from The Fuqua School of Business at Duke University, where she received the Class of 1990 Scholarship for Non-Profit Achievement and a Dean’s Recognition award.
Dale Royal, CFA, M.S., Loan Committee Chair
Royal is the Executive Director of Local Initiatives Support Corporation (LISC) in Atlanta, the 33rd metropolitan program office for the national social enterprise, which invests $1.5 billion annually in economic development, affordable housing, community safety, good schools, and local health, while also helping people build the skills they need to compete for living wage jobs. Previously, Royal was president of Atlanta Emerging Markets Inc., a community development entity owned by Invest Atlanta. He was responsible for all aspects of the agency’s involvement in the new markets tax credit (NMTC) program and other public-private partnerships. Royal has a 25-year track record in financing community development projects, with a total of one billion in transactions to develop transit, affordable housing, commercial buildings and mixed-use developments. He is also a leader in developing new funding programs such as venture capital, EB-5 foreign investment and PACE financing for green buildings. Prior to joining Invest Atlanta, Royal worked at Self-Help Credit Union, San Diego’s downtown redevelopment agency, Local Initiatives Support Corporation, San Francisco Housing Authority and Los Angeles Metropolitan Transportation Authority. A Los Angeles native, Royal holds a master’s degree in public policy from Duke University and a bachelor’s degree in economics from University of California at Irvine.
Mary Kepler, B.B.A., Board Member
Kepler is Senior Vice President and Chief Risk and Compliance Officer at the Federal Reserve Bank of Atlanta. In this role, she leads the Bank’s compliance and enterprise risk identification and management efforts, and the Retail Payments Risk Forum. Her responsibilities with the Forum include collaborating with financial institutions and other industry participants, regulators, and law enforcement to identify, understand, and mitigate risks in retail payments. Kepler joined the Atlanta Fed’s supervision and regulation department in 1992 after spending nearly eight years at the Kansas City Fed. In 1998, she was promoted to assistant vice president in the information technology department and in 2002 was named vice president. Kepler later joined the Retail Payments Office (RPO) and in 2005, she became the senior officer over human resources. There, she chaired the Bank’s human resources committee and was an adviser to the management committee. In 2007, Mary took on new responsibilities in the financial management and planning department, where she oversaw the accounting, budgeting, procurement, strategic planning, and enterprise risk management functions. From 2009 through 2017, she served on the board of the Greater Women’s Business Council, a nonprofit organization providing certification for women-owned business enterprises. She served as Vice Chair in 2016 and Chair in 2016 and 2017. Mary has a passion for supporting causes associated with women, girls and opportunity garnered through sports, personal and professional development and entrepreneurship. A native of Missouri, Kepler received a Bachelor of business administration with a concentration in finance from the University of Central Missouri. She has also completed the executive development program at Northwestern University.
Candy Moore, B.A., Board Member
Moore is the Senior Vice President/Community Relations Southeast Leader for Citi. Prior to this, she served as the Senior Vice President and Community Development Manager in Atlanta for Wells Fargo, responsible for the company’s community lending, service, investment strategies, and goals for Georgia, Alabama, Mississippi, and Tennessee. She joined First Union in 1993, transitioning first to Wachovia and later to Wells Fargo. Moore served on the boards of the United Way of Greater Atlanta, Atlanta Business League, and currently serves on the Morehouse School of Medicine’s Women with Heart Steering Committee (2020 Honorary C0-Chair). Currently, she is a Board Trustee for the National Black Arts Festival (2020 Gala Co-Chair) & Boys and Girls Clubs of Metro Atlanta (Governance & Audit Committees). Moore’s presence in the community has been evident and effective through her membership with the Junior League of Atlanta (Sustainer), her work on UNCF’s Corporate Campaign Leadership Council including support of the Annual Mayor’s Masked Ball, and her service on The Mayoral Board of Service. She is among Who’s Who in Black Atlanta, has been named one of Atlanta’s 100 Most Influential African American Women and one of Atlanta’s 100 Top Black Women of Influence. Moore is a graduate of Leadership Atlanta’s Class of 2012 and serves as a LEAD Atlanta Mentor. She was selected as one of the Atlanta Tribune’s 2015 Superwomen, a Children’s Healthcare of Atlanta 2016 Woman of Style and Substance Honoree, and a 2017 National Minority Access Role Model. Moore earned her Bachelor of Arts degree in Business Administration and Marketing, graduating cum laude, from Converse College, an all-women’s college in Spartanburg, S.C.
Miguel Alandete, M.A., Board Member
Alandete is the Senior Vice President – SBA Lending Sales Manager at First Horizon Bank in Atlanta, where he oversees a dedicated team of eight SBA product specialists that provide government guaranteed lending products such as the SBA 7(a) and 504 loans. He is an exceptional leader with a proven track record in leading SBA lending efforts. With over 25 years of lending experience – almost all of which were devoted to SBA lending – he brings a wide range of experience in lending to small business customers. His previous roles included Southeast Regional Sales Manager for Wells Fargo and leadership positions with Hamilton State Bank and Regions. At Regions Financial Corporation, he was Senior Vice President and Government Guaranty Lending Manager where he was responsible for overseeing government lending programs across Regions’ 16-state footprint. He also served as the bank’s liaison to the U.S. Small Business Administration (SBA), the U.S. Department of Agriculture (USDA), and various Certified Development Companies (CDCs). In addition, he held various leadership and business development roles at CDCs throughout Georgia and the Pacific Northwest, including in GA Small Business Capital, Capital Partners Certified Development Company, and Evergreen Business Capital. In addition to his banking experience, Alandete is involved with state and local small business organizations. He is a founding member and past chair of the Georgia Lenders Quality Circle – an SBA Lenders’ Association and a member of the Georgia Association of Business Brokers. He obtained a BS degree in Accounting from York College of Pennsylvania and a Master’s degree from St. John’s College in Annapolis, Maryland.