Long-Term Affiliations & Engagements
We’ve worked with the non-profit organizations below in financial management leadership roles, board and finance committee roles, and as long-term clients. In these financial function positions, roles, and engagements, we used the financial function to strategically define and build a sustainable business model that would increase the probability of programmatic, development, and mission success. We set out as partners with organizations to achieve long-term mission goals, most often through some combination of:
- building and strengthening organizational leadership
- stabilizing the organization’s financial position over time
- expanding development capacity
- diversifying revenue streams
- building program initiatives and opportunities into fiscal year budgets and forecasts
- developing or expanding research and evaluation capacity
- educating key players on the importance of unrestricted reserves
- making more strategic decisions on spending rates
- clarifying the meaning and importance of long-term liquidity
- evaluating the impact of debt over time
- auditing the cash and liquidity resources
- investing in the mission investment
- working closely with the Programs Department
- clarifying long-term financial goals
Communicating the financial function position, goals, options, trade-offs, and decision-making process through budget narratives and conversations with CEOs, finance committees, boards, and Program staff was also a critical component to these engagements.
The organizations listed below represent a multitude of missions, industries, organizational sizes, short- and long-term strategies, and financial positions. There was no method to choosing any particular missions, and there was often limited expertise on our part—certainly initially—in understanding the programmatic components of the mission. Yet all of these non-profit-organizations had and/or continue to have the potential to be leaders in their industry and therefore have positive impacts on society. We were in turn motivated by a curiosity about the impacts of their missions and by a desire to have the organizations achieve tangible, sustainable results in the long term.
Vera Institute of Justice (COO/CFO and Vera Fellow-Business Planning)
Council on Foreign Relations (Director of Finance)
Spence Chapin Services to Family and Children (CFO)
Meet the Composer (Executive Vice President)
International Center of Photography (Controller)
Maret School (Business Manager and Geometry Teacher)
Jobpath (Treasurer)
Economic Mobility
Columbia County Historical Society (president Emeritus)
Time & Space Limited (President and Treasurer Emeritus)
Workforce Professional Training Institute (Chair and Treasurer Emeritus)
Center for Family Life (Treasurer Emeritus)
Berkshire Taconic Center for Non-Profit Excellence
Stanley Isaacs Center
Esperanza
Northern Manhattan Improvement Corporation (NMIC)
Grand Street Settlement
National Young Farmers Coalition
Single Stop USA
Institute for Child Success
Wassaic Project
Solar One
Sheltering Arms (Formerly Safe Space)
Prison Public Memory Project