Daniel Stein


Daniel Stein is President of the Stewards of Change Institute (SOCI), a unique not-for-profit think tank and advocacy/implementation organization. He is also Co-Principal Investigator for the National Interoperability Collaborative (NIC), a new “Community of Networks” initiative led by SOCI and AcademyHealth. For over a decade, Stein has been a thought-leader, educator, consultant and advocate in promoting and implementing interoperability and information-sharing by working nationally in the private and public sectors – at the local, state and federal levels – to instigate systemic change. Through the Stewards of Change Consultancy, which is the implementation arm of SOCI, Stein also has provided his expertise and experience nationally to create the strategies, operational regimes, tools, trainings and materials needed to achieve tangible results and fulfill the Institute’s mission. Connect with Daniel on the NIC Hub >>

Adam Pertman

Senior Consultant

Adam Pertman has provided a broad, diverse range of work since joining Stewards nearly four years ago. That has included strategic planning, board and financial development, helping to build SOCI, project management, and a variety of media and communications activities. Among his current responsibilities, Adam is the Coordination and Communications Director of the National Interoperability Collaborative. Adam came to SOCI after two successful careers over the last three decades – first as a senior, Pulitzer-nominated journalist with the Boston Globe, and then as one of the most highly regarded thought leaders in the child welfare world as head of the Donaldson Adoption Institute (a national nonprofit that he built into the pre-eminent research, policy and advocacy think tank in its field). He is a prize-winning author who has provided hundreds of keynotes, trainings and other presentations in the U.S. and internationally, regularly appears in the media in this country and others, and has received numerous awards for his work on behalf of children and families. He also serves as President of the nonprofit National Center on Adoption and Permanency and his consultancy, Myriad Strategic Partners. Connect with Adam on the NIC Hub >>

Gillian Tucker


Gillian Tucker joined Stewards of Change in 2015, and she manages projects and activities for SOCI and NIC. She previously spent more than a decade working on communications and change management strategies for business transformation projects in Northern and Southern California. She was also instrumental in the planning efforts for Sun Microsystems semi-annual leadership conferences. She has an MA in Human Resources and Industrial Relations from the University of Minnesota and a BA in Human and Organizational Development from Vanderbilt University. Connect with Gillian on the NIC Hub >>

Grace Corr


Grace Corr joined Stewards of Change to assist with event coordination and administrative functions. She holds an MBA in Corporate Finance from Adelphi University and a BA in Social Science from Stony Brook University. Grace has more than 12 years of experience in the financial services industry with Citigroup. Most recently, Grace led the global customer care team for CitiDirect, Citigroup’s award winning online banking platform. Additionally, she worked with several cross-functional teams to implement and improve efficiency and drive key management objectives. Grace also holds several volunteer leadership positions for nonprofit organizations, including as a board member; in that role, she has been responsible for budget management and event planning. Connect with Grace on the NIC Hub >>

Michelle Procell

  Michelle Procell is a Learning Strategist and Instructional Designer who joined the Stewards of Change team in 2019 as a consultant for the InterOptimability Training and Certification Curriculum (ITCC). She has over 15 years of experience designing and delivering training solutions in corporate, government, non-profit, and higher education organizations, with over 10 years of experience in digital environments. Her focus is on individual and organizational development, health and wellness, leadership, compliance, and change management solutions. She has an MEd in Human Resources Education and eLearning from the University of Illinois and a BA in Art, Entertainment, and Media Management from Columbia College Chicago. She also has a Graduate Certificate in Instructional Design from the University of Wisconsin and is a CDC eLearning Institute Fellow.  

Amanda Taylor

Amanda has a proven track record managing national projects and working extensively with non-profits. Amanda’s skill with building, maintaining and overseeing websites/resources align with our development and creative initiatives. Her most-relevant experience and skills derive from her years of work with the Children’s Bureau’s national AdoptUSKids project and the Adoption Exchange Association. Amanda also brings a multitude of diverse skills from her experience as a Human Resource Manager with the US Army Special Forces Command. Amanda has an MBA in Government Contracting and Acquisition from the American Military University and a BS in Psychology from the American Military University and brings comprehensive, systems and detail-oriented components to our team.

Brian Handspicker

Brian D. Handspicker is Technical Co-Lead for Project Unify at the National Interoperability Collaborative. He also serves on the HL7 Gravity Project Technical Advisory Committee, the National Information Exchange Model Technical Architecture Committee, and other interoperability standards working groups. He consults through PracticalMarkets, Stewards of Change Institute, and is CTO of Open City Labs.

Brian is a subject matter expert on privacy and security of sensitive personal health information (PHI) and personally identifying information (PII). He is also a subject matter expert on mapping and modeling of information between clinical healthcare standards and non-clinical information domains such as the National Information Exchange Model (NIEM). Brian is actively involved in numerous interoperability health equity and interoperability efforts, including the FORESIGHT Convening, National Action Agenda for Upstream Social Determinants and Health Equity (NAA), National Interoperability Collaborative (NIC) Project Unify, HL7 Gravity Project (Social Determinants of Health/SDOH) Technical Advisors Committee, CAQH Core V health common operating rules, W3C Human Services, DirectTrust Innovations Priorities WG, Information Exchange for Human Services (IX4HS) and NIEM Technical Architecture Committee (NTAC).

Ivy Pool

Senior Consultant

Ivy Pool is a public-sector management consultant, currently advising non-profits and government agencies on improving outcomes for underserved populations. She is also an Adjunct Assistant Professor at New York University’s Robert F. Wagner Graduate School of Public Service. Previously, Ivy served in the administration of Gov. Andrew M. Cuomo as the Program Director for the New York State Integrated Eligibility System, a $500 million program to modernize and streamline access to health and human service programs. During New York Mayor Michael R. Bloomberg’s administration, Ivy served as the Executive Director for HHS-Connect, a nationally recognized program that established interoperability and shared case management among 12 city agencies to enable more efficient and effective service delivery. Ivy held several other positions in NYC government, including at the Department for Information Technology and Telecommunications and the Department for Citywide Administrative Services. She earned a Master’s in Public Administration from NYU and an undergraduate degree from Columbia University. Ivy was recently elected to a four-year term as a Councilwoman in the New Castle, NY, where she lives with her husband and two children. Connect with Ivy on the NIC Hub >>

Daniel Bach


Daniel Bach joined Stewards of Change in 2018 to provide expertise in data integration and community-based program and project development. He has focused his 25-year career on data-informed change management, community development, fiscal maximization, program development, evaluation and contractual relations. He has worked in Children’s Services since 1992 as a social worker, supervisor and manager. Daniel is also the Deputy Director of the Action Council of Monterey County (CA), a nonprofit organization dedicated to creating public-private partnerships to promote economic and social justice, and to initiate dialogue for transformation. He studied Criminology, Psychology and Victim Services at California State University. Connect with Daniel on the NIC Hub >>

Michael Kerr

Project Consultant

Michael Kerr is a Project Consultant with Stewards of Change Institute. Prior to joining SOCI in 2013, Michael worked for TechAmerica, the largest IT industry association, where he directed many of the organization’s state and local government programs, policy initiatives and events. He focused on federal and state procurement matters, including legislation and reforms, as well as human services delivery and technology policy issues. In addition, he led and supported member programs and events, including the Human Services IT Advisory Group (HSITAG), Beyond the Beltway, and the SLG-Cloud Commission. Prior to joining TechAmerica (formerly ITAA), Michael worked for the Software & Information Industry Association, Mathis and Associates Consulting, the Columbia Institute for TeleInformation, and GTE. He earned an MBA from the University of Minnesota and a Bachelor of Science degree from Arizona State University. Connect with Michael on the NIC Hub >>