Welcome to the 2026 CAP® class

Facilitated locally by the Omaha Community Foundation, the CAP® program is a year-long curriculum that prepares advisors to navigate the complexities of giving, legacy planning, and values-based decision-making. Through coursework, in‑person discussions, and exposure to real-world philanthropic challenges, participants gain the tools and perspective needed to guide thoughtful, effective generosity.

We are proud to introduce the newest CAP® class and to celebrate their commitment to helping Omaha remain one of the most philanthropic communities in the country.

Adam Austin is a Tax Shareholder at Lutz who works with privately held businesses to help them navigate tax compliance, planning, and more complex advisory needs. He serves clients across the healthcare, manufacturing, agriculture, and real estate industries and takes a practical, thoughtful approach to tax matters. Adam is a Certified Public Accountant (CPA) and earned his Bachelor of Science in Business Administration in Finance and Accounting from the University of Nebraska-Lincoln. Known for his ability to make the complex simple, he focuses on helping clients understand the why behind tax decisions so they can move forward and make the best decisions for themselves and their business.

Amy Bernstein Shivvers has served as Executive Director of the Jewish Federation of Omaha Foundation since July 2022, bringing more than 30 years of experience in management, marketing, strategic partnerships, and content development. Amy has led several key initiatives, including the Foundation’s 40th anniversary initiative, its first strategic planning process, successful endowment campaigns, and overseeing an office remodel and strengthening community engagement. Previously, she held leadership roles at Western Governors University, where she expanded partnerships and student enrollment across nine Midwestern states, and at Crain’s Chicago Business, where she built a seven-figure conference portfolio and launched Crain’s Academy.

Scott Berryman has been an attorney for more than 25 years. He has experience in all phases of trusts: planning and drafting, post­death administration, and multi-generational trust administration as a trust officer. Scott is a Certified Trust and Fiduciary Advisor from the American Bankers Association, served two terms on Schwab’s DAFgivng360 council of professional advisors, and is an active member of the Omaha Estate Planning Council.

Rebecca Bode joined the Peter Kiewit Foundation in June 2015 and currently serves as Chief Financial Officer, where she oversees accounting, financial reporting, and resource management. She guides the financial steps of the grantmaking process from start to finish and collaborates with the Foundation’s team to support grantee partners as they pursue financial health and long-term sustainability. Additionally, Rebecca is actively involved in strategically planning the Foundation’s sunset, anticipated around 2030. Rebecca began her career in public accounting. She specialized in providing accounting, auditing, and consulting services to nonprofit organizations and privately held companies.

Ryan Decker, CFP, serves as a Vice President and Relationship Manager at Bridges Trust. In this role, he is responsible for managing client relationships, coordinating the delivery of investment and advisory services, and helping ensure clear communication across client and internal teams. He brings extensive experience in wealth management, client service, and organizational leadership, with a background that includes relationship development, investment strategy implementation, and long-term planning support. Ryan earned a Bachelor of Science in Business Administration with an emphasis in Finance from Creighton University and holds the Certified Financial Planner™ designation.

Tony DeLuca is a co-founder and partner at Smith Pauley LLP and chair of the Firm’s trusts and estates practice group. Over the course of his nearly 15-year legal career, Anthony has been fortunate to work with some of the region’s most successful entrepreneurs, founders, executives, and families. He counsels clients on traditional estate planning, post-death estate and trust administration, and business succession planning matters, while devoting a meaningful portion of his practice to complex wealth transfer planning and federal transfer tax minimization for high-net-worth families. He is a graduate of Loyola University Chicago and Creighton University School of Law. Tony and his wife Jacqueline have two children.

Molly Hoge, CFP®, is a financial advisor at Edward Jones, where she works with individuals, families, and business owners to develop personalized financial strategies that align with their goals and priorities. She began her career as a retirement plan consulting actuary, spending a decade in Chicago and Omaha before transitioning to financial advising in 2020 to pursue more direct, community-centered impact. Molly earned degrees in actuarial science and finance from Drake University. Her expertise includes retirement planning, tax-sensitive investment strategies, insurance and education planning, and estate considerations. She is active in her church, volunteers with Math Motivators, and serves on the board of the Bennington Chamber of Commerce. Molly lives in Bennington with her husband and their three children.

Justin Hope is an audit and attest partner at Eide Bailly, LLP, specializing in nonprofit organizations. With over 20 years of experience, he has worked with nonprofits from small startup organizations to those with assets exceeding $1B, helping his clients to succeed in their missions. Professionally, he serves as the current Chairman Elect of the Nebraska Society of CPAs and is a member of the Nebraska Society of CPAs Not-For-Profit committee, as well as the Certifications chair of the Nebraska Healthcare Financial Management Association. Outside of his professional commitments, Justin has served on numerous boards of directors, including currently serving as the treasurer of Omaha Rodeo.

Emily Jung serves as Chief Trusts & Estates Officer for Harrison Financial Services and Harrison Family Office Services, where she brings more than 21 years of legal and wealth management experience to support strategic planning for families and business owners. A licensed attorney in Nebraska, Emily spent many years in private practice specializing in advanced wealth transfer planning, estate administration, and governance of not-for-profit entities before transitioning to financial services in 2021. In her current role, she partners with advisory teams to guide customized succession and tax-efficient transfer strategies while collaborating with external counsel to ensure a seamless client experience. She earned her BA from Southern Methodist University and her JD from Saint Louis University School of Law.

Sarah Ann Kotchian serves as CEO of the Nebraska Early Childhood Collaborative, leading the organization’s strategy, growth, and operations. She brings experience in nonprofit strategy, corporate development, and early childhood care and education. As a former lobbyist, she has experience with campaigns and various legal entity structures and investments to drive program, practice, and policy improvements for women, children, and families. She has served on local and state commissions, task forces, and boards of directors, and has been recognized as a State Children’s Champion by the Nebraska Head Start Association and a Public Citizen of the Year by the Nebraska Chapter of the National Association of Social Workers. She is a graduate of Creighton University and the University of Nebraska College of Law.

Steve Lindsay is Senior Vice President of Business Development for Bankers Trust in Omaha, joining the team in 2023. He brings more than 30 years of experience in corporate banking, private banking, and wealth management, including leadership roles such as president of a South Dakota trust company. Steve holds an MBA from Creighton University and a bachelor’s degree from Marquette University. An Omaha native, Steve is a cofounder and advisory board member of Kicks for a Cure, a graduate of Leadership Omaha, and serves on the Greater Omaha Chamber Board of Directors and Economic Development Council. He is also involved with Avenue Scholars, Partnership 4 Kids, and NorthStar. Steve and his wife, Amy, have three children.

Rochelle Mullen focuses her practice on mergers and acquisitions, securities transactions, real estate transactions, carbon capture, utilization and storage, and general corporate matters. She manages mergers and acquisitions for local, regional and national clients and advises clients on both regulatory and transactional securities law matters, including both exempt and non-exempt federal and state securities offerings. Rochelle works closely with real estate developers to efficiently and strategically implement a practical approach to a deal. Over the past three years Rochelle has worked extensively with developers and ethanol plant owners addressing business issues relating to carbon capture and sequestration.

Mike O’Malley is the Senior Director of Development for the Heider College of Business at Creighton University, where he leads the school and college development team and has served for 17 years with a strong focus on major and leadership gifts. Before joining Creighton, Mike spent 12 years as a District Sales Manager with Sysco Foodservice, guiding a team of 12 marketing associates and driving regional sales growth. Mike is married and has three college age boys. Outside of work, he is an active volunteer at Creighton Prep, enjoys building LEGO sets, and serves on the security team at Steelhouse Omaha.

Kathy (Schuele) Schubauer is a proud graduate of Marian High School, Texas Christian University, and the University of Nebraska at Omaha. She currently serves as Director of Donor Services at the Omaha Community Foundation, where she focuses on donor engagement, stewardship, and philanthropic impact. Prior to joining OCF, Kathy spent nearly a decade as a fundraiser for the College of Engineering at the University of Nebraska–Lincoln. She has volunteered with organizations including Heart Heroes, Teammates, Chi Omega, and the Children’s Nebraska Friends Board. Kathy lives in Omaha with her husband, Tyler, and their three sons.

Dan Walker is the General Manager of Epigram Capital, a private investment partnership. He was formerly Director of Research at Bridges Trust, a $12 billion AUM advisor, where he served as portfolio lead on three strategies with more than $2 billion in assets. Previously, he served as an Equity Analyst for Weitz Investment Management and Heartland Advisors. He is a CFA Charterholder and obtained an MBA in Applied Securities Analysis from the University of Wisconsin-Madison. He has held board positions for the Heart Ministry Center and RISE.