This candidate brings over three decades of leadership and management experience in nonprofit organizations, with a strong track record of financial stewardship, strategic planning, and organizational growth. They have successfully overseen multiple mergers, turned around deficit-driven operations, and led capital campaigns. Their leadership has consistently delivered budget surpluses, increased endowment funds, and enhanced organizational stability. They have mentored several leaders who have gone on to executive roles and have played a significant role in national-level advisory boards within their industry. The candidate is also actively involved in community service and has a personal background rooted in volunteerism and civic engagement.

Overall Experience

• Leadership and Management: 33 years of experience in executive roles within a national nonprofit organization, including 19 years as CEO in two different offices.
• Financial Stewardship: Successfully managed operating budgets ranging from $1.1 million to $4.5 million and increased total net assets to over $26 million.
• Strategic Planning: Led multiple strategic planning initiatives, resulting in sustained financial health and organizational growth.
• Fundraising and Development: Directed capital campaigns, including a successful $3.5 million campaign for a new headquarters, and significantly grew endowment funds from $11.5 million to $24.3 million.
• Mentorship and Coaching: Mentored several professionals who have advanced to CEO positions within the nonprofit sector.

Types of Projects

• Organizational Mergers: Led the successful merger of multiple offices, creating unified business plans and staff structures that resulted in financially stable and operationally efficient organizations.
• Financial Turnarounds: Developed and implemented business plans that transformed deficit-driven operations into surplus-generating entities, ensuring long-term financial stability.
• Capital Campaigns: Managed large-scale fundraising efforts, including a $3.5 million campaign to build new office headquarters, ensuring the successful completion of the projects within budget.
• Strategic Planning: Facilitated the development and execution of multiple strategic plans that guided the organization through periods of growth, financial challenges, and external crises, such as the Covid-19 pandemic and Chapter 11 bankruptcy of the parent organization.
• Endowment Fund Management: Led initiatives to significantly increase endowment funds through prudent asset management, fundraising, and new giving strategies.

Types of Clients

• Nonprofit Organizations: Worked extensively with nonprofit organizations providing leadership in various executive roles.
• Community and Civic Groups: Collaborated with community organizations, such as Rotary International and local banks, to support advisory boards and engage in civic activities.
• Marketing Firms: Partnered with marketing firms to develop successful advertising campaigns, resulting in multiple awards, including local and national ADDY Awards.
• National Advisory Panels: Served on advisory panels at the national level within the nonprofit sector, providing strategic insights and guidance to the organization’s CEO and leadership team.