Kelli Archibald is a member of Ernst & Young LLP’s Exempt Organization Tax Services practice. Kelli has been with EY for more than 25 years and currently serves private foundations and exempt organizations across the country.
At EY, Kelli focuses specifically on private foundation tax law. She assists clients with foundation planning and advises clients with issues regarding private foundation/public charity status including assistance with conversion to and from public charity and private foundation status, joint ventures, tax aspects of financial reporting for private foundations, alternative investment impact and reporting, and the excise penalty taxes. She has experience dealing with private foundation tax controversy and IRS audit representation, and many general 501(c)(3) issues such as excess benefit transactions and unrelated business income tax. She works with family foundations, large legacy foundations, institutional investors and many corporate foundations. Other clients served include public charities such as employee assistance organizations and large healthcare systems.
Kelli received her B.S. in Accounting and her Master’s degree in Accountancy - Taxation from Brigham Young University and is an Arizona CPA. She is a member of the American Institute of Certified Public Accountants and Arizona Society of CPAs.
Suzanne grew up in the music industry as a 4th generation family member of D’Addario and Company, global manufacturer of instrument accessories. A graduate of Miami University of Ohio with a BS in business administration and marketing, Suzanne ironically received a scholarship to play division 1 field hockey and participated in the sport throughout her college tenure.
Serving as the executive director of not-for-profit D’Addario Foundation for over 8 years, Suzanne has overseen the growth and refinement of effective grant-making processes that ensure the up to $1 million dollars in monetary and product support invested annually in quality music education, has a high likelihood for sustained impact. Through a disciplined vetting system, Suzanne leads the extensive evaluation that results in support to 200+ high quality, robust music instruction programs yearly.
Suzanne has served as a conscientious ambassador for the Foundation, significantly increasing the visibility of the Foundation’s work and spearheading the Foundation’s first successful development efforts. Recently Suzanne was able to acquire a substantial commitment to launch the Foundation’s College Scholarship Program that will encourage low-income students to apply to college by providing monetary assistance to cover expenses. Suzanne initiated the relaunch and growth of the D’Addario Performance Series providing U.S. debut performances to the world’s best emerging guitarists. And, she helped establish the Foundation’s first-ever direct service program providing under-privileged students with eight hours a week of free stringed instrument instruction in a school district that has not had a string program in over 30 years. The program, now in its 6th year, has won multiple awards and has been featured in major publications.
Under Suzanne’s tenure, the D’Addario Foundation has won the Music and Sound Retailer Community Service Award five years in a row voted on by her peers in the music industry. Suzanne also serves as a board member of Harmony Project of America as well as an advisor board member to the Midori and Friends organization.
Roger Eaton is a music industry veteran and currently the Chief Marketing Director for Yamaha Corporation of America. He joined Yamaha in 1997 and has held various positions within Yamaha including Director of Marketing for the Band & Orchestral Division.
In the chief marketing role, Mr. Eaton is responsible for overall Yamaha brand promotion in the United States, spanning all products and services. Responsibilities include interfacing between all Yamaha departments and divisions to drive increased positive brand presence and awareness, and working with key alliance partners to increase the reach of the brand. This position plays the pivotal role in growing business for all Yamaha branded products.
For the past decade Mr. Eaton has been president of his homeowners association and a member of the Music Distributor Association board of directors, plus other industry and community organizations.
Mr. Eaton holds a Bachelor of Music with a concentration in music business from Appalachian State University and resides in Orange County, California. Mr. Eaton is married to Donna Eaton who is currently a 7th grade special education teacher in Mission Viejo, California. They have 2 grown children with active careers in supply chain management and telecommunications.