Investment Panel

Thank you to our 2016-2017 allocation panel. The indivuals that serveed on the panel this year include:

Dean Boles, Rincon Research Corp.; Maj, USAF (Ret)

Katrina Farren-Eller, Ph.D., Inclusive Dubuque/Community Foundation of Greater Dubuque

Kyle Gansen, Pepsi-Cola Bottling, Co.

Mary Gatua, Ph.D., Clarke University

Andy Kahler, John Deere Dubuque Works

Patti Lachecki, American Trust and Savings Bank

Katie McClain, Medical Associates Clinic & Health Plans

Nick Patrum, Dubuque Bank & Trust

Grace Romaine, Heartland Area Education Agency (Ret)

Brad Scardino, John Deere Dubuque Works

John Stewart, Ph.D., University of Dubuque

Tara Velez, Clarke University

Andy Wickham, A.Y. McDonald Mfg. Co.

Josh Yeltman, Diamond Jo Dubuque

Investment Panel applications are closed for the June 1, 2016-May 31, 2017 funding cycle. We invite you to check back in early 2017 when the application process will re-open. We thank you for your interest.

Volunteers will:

1. Attend a one-hour training session at 4 p.m. on Wednesday, April 20;

2. Commit to reviewing 14 organizational applications from Monday, May 2 - Friday, May 13; and

3. Participate in United Way Funded Program review panels from 2 to 5 p.m. on Monday, May 16 and Tuesday, May 17.

Time commitment is approximately 18-20 hours from April 20 - May 20, 2016. Grant readers have the flexibility to review proposals at their convenience. However, there is a required one-hour training session on Wednesday, April 20, and review panels on Monday, May 16 and Tuesday, May 17. Each organization will be asked to provide a brief oral presentation of their program request(s) at the review panel meetings.

We desire individuals with varied backgrounds. Involvement in activities that serve the community within the past five years is desired.

Grant reviewers are required to:

  • Reside or work in the greater Dubuque region;
  • Be a current donor to United Way of Dubuque Area Tri-States;
  • Maintain confidentiality and sign a confidentiality agreement;
  • Be able to analyze applications, including strengths and weaknesses, finances and budgets, and performance outcome measures and evaluation;
  • Ensure recommendations are objective, fair and impartial; and
  • Adhere to UWDATS Code of Ethics/Conflict of Interest Policy by disclosing any potential conflicts of interest and refrain from any discussion where a conflict may exist.