5 Buckets 4 Shovels Foundation
235 Montgomery Street, 30th Floor
San Francisco, CA 94104
The 5 Buckets 4 Shovels Foundation has established a committed and passionate national leadership board that share a single-minded vision that we can create financial opportunities for people of all ages.
Our Board of Directors
Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.
On a professional basis, Steve’s accounting, consulting, and wealth management career gives him the ability to work with his clients on accounting, tax, M&A, business advisory and strategic planning.
Steve has been very active in the community and over the last 40 years has served on more than 15 non-profit boards including the San Francisco Chamber of Commerce, Bay Area Council, and Riordan High School, to name a few.
He has recently published three books, and lives in San Mateo with his wife of 27 years and their three children.
When he turned 60, he did an Ironman just to make sure he was still in shape.
A prolific writer, Ted has authored 13 books and multiple screenplays, and has written professional comedy since the age of 17. A resident of Denver, Ted enjoys reading, writing, catch-and-release fishing, and an occasional round of mediocre golf.
In 1991 he founded the No Bats Baseball Club, a charity-focused group that has raised and donated nearly $1.8 million to a wide variety of needy organizations. With much of his adult life focused on being positive in the lives of others, Ted is proud to share his expertise and passion to help deliver the 5 Buckets, 4 Shovels mission.
A Journalism graduate of the University of California Berkeley, Janis started her career at the Chicago Sun-Times, went on to edit a monthly business magazine, managed in-house corporate communications, and worked for a national public affairs firm before starting MacKenzie. An active member of the Bay Area business community, Janis has chaired the San Francisco Chamber of Commerce and Saint Francis Foundation Boards, (where she served with Steve Mayer), and currently serves on the Wells Fargo Community Advisory Board and the British-American Business Council.
With a long-standing commitment to “doing well by doing good” both personally and professionally, Janis believes that helping others succeed is the most satisfying aspect of her career. She is proud to help the next generation achieve financial literacy and independence through the work of the 5 Buckets 4 Shovels Foundation.
He looks forward to adding value to the financial literacy mission of the Foundation. In his experience as a banker, he has encountered many talented people; entrepreneurs, professionals, corporate leaders, etc., who lacked the financial foundation to round out their skill set. Basic financial training at the high school level can make a difference.
For most of his professional career, he was a Wall Street analyst and was consistently recognized by Institutional Investor Magazine as one of the top analysts in the energy sector. He was cited four times by Institutional Investor Magazine as one of the top ten stock pickers among all Wall Street analysts. In 1999, he was ranked in the annual Reuters Poll as the #4 analyst in all industries and the #1 analyst in the Integrated Oil category. In 2003, he was selected by Fortune Magazine as an All-Star Analyst (only eight out of about 1300 Wall Street analysts were chosen), and cited as the only analyst in the energy sector to make money in each year of the bear market.
He received a B.A. in Economics from Stanford University in 1975 and an MBA in Finance from the University of California at Berkeley in 1978. He met his beautiful, precious wife Sally at the freshman welcome dance at Riordan! They have been married for 46 years and are blessed with three children and five grandchildren.
Karen helped accounting firms around the world by facilitating connections among members, providing consultative support and delivering high quality resources that enable firms to better compete and improve the management of their practices.
She was appointed as President of LEA Global in October 1999 when the organization was created and directed and managed all the organization’s activities. Starting with 16 US firms, LEA Global is now one of the largest accounting associations in the world boasting membership in over 100 countries and 220 member firms.
Her prior positions include, Vice President, Member Services & Benefits, Illinois CPA Society and Senior Director, Illinois Hospital Association. She was the President and a founding member of the Illinois Association of Quality Assurance Professionals.
As the Vice-President of Member Services and Benefits for the Illinois CPA Society, Karen’s key responsibilities included managing and directing member services and related areas in the finance and education departments.
At the Illinois Hospital Association, Karen was a nationally recognized expert in health care quality and utilization management and consulted for hospitals and medical groups throughout the US.
Mike’s career includes tenures as a Presidential Management Intern in Washington, DC, San Francisco District Director and Regional Administrator of the U.S. Small Business Administration, and President & CEO of Independent Charities of America, President & CEO of Christian Service Charities, Medical Research Charities and Neighbor to Nation, President & CEO of Noble of Indiana and President & CEO of the Southeastern Council of Foundations. He was an adjunct professor in the Indiana University School of Public and Environmental Affairs while CEO at Noble and served as Vice President for University Advancement and Chief Strategic Relations Officer at his Jacksonville University alma mater.
In addition to JU, where he received the President’s Award for Outstanding Leadership at Commencement, Mike was the first to graduate from St. Louis University with both Juris Doctor and Master of Arts Public Administration degrees. He served as president of the student body at both universities. He is a graduate of the Federal Executive Institute, Indianapolis Diversity Leadership Institute and Leadership Jacksonville Class of 2012. He also is a Certified Association Executive.
Mike has chaired a plethora of boards and campaigns in cities including Washington, DC, San Francisco, Indianapolis, Atlanta, and Jacksonville. He currently serves as Chair of the Family Foundations of Northeast Florida Board of Directors and as Chair of the Leadership Development Team for Leadership Jacksonville.
He has testified before Congress, addressed 35,000 San Francisco Giants fans from home plate and stood before bevies of microphones at press conferences following natural disasters. He has written a regular business column for the Contra Costa Times and op-eds for the San Francisco Business Times and Indianapolis Star.
Mike has received the Arthur S. Flemming Award for Outstanding Individual Performance in the Federal Government, an award won by astronaut Buzz Aldrin and Senator Daniel Patrick Moynihan among others, and resolutions honoring his leadership from the California Senate and Indianapolis City – County Council. He was selected in 2009 as one of Jacksonville University’s 75 Distinguished Dolphins.
Mike and his wife, Cathy, have three children and three grandchildren.
Lew Lengfeld, owner since 1946, passed away in 1996 and left Books Inc. to a few trusted employees. The good news was, he left them the business; the bad news was he left them the business just as the national chain stores were discovering and colonizing the West Coast. The impact of this change in climate within the book trade was the closure of ten of the twelve Books Inc. stores and filing Chapter 11 bankruptcy in an effort to restructure and save the company.
By this time only Michael Grant and Michael Tucker remained as owners. They were determined not only to survive, but to thrive. The company emerged from Chapter 11 in August of 1997 with 4 stores and a 5th was added in 1998. All integral systems had been revamped and computerized, from buying to accounting. Publishers began to take notice as this Phoenix rose from the ashes.
Mr. Currier completed his doctoral work, focusing on executive leadership's preservation of the Catholic intellectual tradition in higher education, in the Spring of 2018. He is married to Sarah, Principal at Ecole Notre Dame des Victoires (San Francisco) where his two children attend school. They are also parishioners at Notre Dame des Victoires.
5 Buckets 4 Shovels Foundation