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Diana Aviv, Steven Miller and Dean Zerbe
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Keynote Session
Wednesday, May 22, 2019 | 12:15 PM

Taking the Temperature in Washington, DC:
Three Insider Views

Diana Aviv, Diana Aviv Consultants
Steven Miller, alliantgroup
Dean Zerbe, alliantgroup

Participants will get an up-to date briefing on what has recently happened in Washington, DC particularly as it relates to the tax code and its impact on the philanthropic and charitable sector. Speakers will discuss what has happened in the past year and what we can expect going forward. They will also comment on the larger political context in which legislative and policy efforts are unfolding and what we might expect going into election season.

Attendees will:

  1. Get an up-to date briefing on what has recently happened in Washington, DC particularly as it relates to the tax code and its impact on the philanthropic and charitable sector.
  2. Gain a better understanding of how laws and possible legislation affects their work.
  3. Be able to take action should they deem it relevant and appropriate to their work.




Diana Aviv, Diana Aviv Consultants: Leadership, Strategy, Social Innovation

Diana has spent most of her professional life in leadership roles working with individuals, teams and partners to create more effective organizations in service of a better world. Her work as CEO of Feeding America, the largest hunger relief organization in the U.S. provided over 4 billion meals to 46 million Americans, focused on aligning the organization and network to embrace critical adaptations for a fast-changing environment. As President and CEO of Independent Sector, the forum of the leading local, national and global foundations, nonprofits, corporations and individuals working to improving the world, Diana served as the vital voice of the charitable sector in the U.S. for twelve years. In addition to working with numerous state and local nonprofit organizations, Diana has collaborated closely with many national and global organizations, with government and corporations in their shared commitment to improving life and the natural world.

In other leadership roles, Diana worked with domestic and international groups on federal public policy designed to help vulnerable populations. Following her directorship of a local domestic violence focused organization, Diana was called upon as an expert witness, and working closely with the criminal justice system.

Diana serves as an executive coach and therapist, as well as consultant to organizations focused on leadership and talent development, innovation, strategic visioning, board development, coalition movement building.

Diana grew up in South Africa where she earned her bachelor’s degree at the University of the Witwatersrand and a M.S.W from Columbia University, New York.

 
Steven Miller, alliantgroup

In a career devoted to government service, Steven T. Miller has spent the last 25 years with the IRS, serving the agency in a number of diverse and increasingly important roles.

He served as former IRS Acting Commissioner in 2012, but prior to that Steven served for several years as the Deputy Commissioner for Services and Enforcement, leading all IRS enforcement and service activity. Steven also served as the Commissioner of the Large and Mid-Size Business Division, overseeing IRS audits of large taxpayers and the IRS programs relating to offshore tax compliance and international tax law enforcement. As the Commissioner of the Tax Exempt and Government Entities Division, he supervised the IRS oversight of governments, tax exempt entities and retirement programs.

 
Dean Zerbe, aliantgroup

Prior to February 2008, Dean Zerbe was for over seven years the Senior Counsel and Tax Counsel for the Senate Finance Committee working for the Chairman and now Ranking Member of the Committee – Senator Charles Grassley (R-IA).  In that position, Dean  was responsible for the Committee’s groundbreaking and widely publicized investigations of numerous charities – including American Red Cross, United Way, The Nature Conservancy, Smithsonian, Getty Museum, American University, nonprofit hospitals, college endowments etc.  The Committee’s oversight work led to significant changes in the laws governing nonprofits as well as leading to the IRS making major changes in its work and priorities including a recent complete rewrite of the Form 990.

In addition, due to Dean’s work in the charitable sector, he has been the invited speaker at numerous conferences on charities, including: the ABA Tax Section; leading charity organizations – Independent Sector and the Council of Foundations; universities --  including, New York University (National Center for Philanthropy and the Law), Harvard University (Hauser Center for Nonprofit Organizations), University of Virginia (School of Law) Stanford University (Center for Philanthropy and Civil Society); Georgetown University School of Law; and, Boston College School of Law; as well as think-tanks including --  Urban Institute and Hudson Institute.  

Dean is widely recognized as a leading authority on charities and charitable governance.  In addition Dean is a tax attorney, receiving a J.D. from George Mason University (high honors) and an LL.M. (Tax) from New York University.   Mr. Zerbe is currently National Managing Director for alliantgroup, LLC – a Houston-based company that is a leading provider of tax services to small and medium businesses as well as serving as a Partner at the law firm of Zerbe, Miller, Fingeret, Frank & Jadav, LLP.   He has volunteered in the past as a National Board Member for the American Lung Association, a Board Member for the Mid-Atlantic Make-A-Wish Foundation and currently serves as Special Counsel for the National Whistleblower Center.   

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