Portfolio Details

Name:
Hoop Dreams Scholarship Fund
Summary:
DC based youth educational/ scholarship/ mentoring/ internship - secondary/post-secondary educational support not-for-profit founded in mid 1990's.
Delivered:
interim executive leadership; strategic planning; board development; scholarship policy research and development; college leveraging; on-going financial administration and reporting; independent audit coordination and facilitation and; executive search
 
Name:
Pyramid Atlantic
Summary:
Maryland-based arts training/artist support/arts organization - papermaking, print making and art of the book not for profit founded in early 1980's - Founder still in chief leadership role.
Delivered:
business plan development; financial system design and implementation; financial administration and reporting; independent audit coordination and facilitation; capital planning; banking and financial relations, executive search and board retreat leadership.
Name:
Leadership Institute
Summary:
Northern Virginia based national training organization - public policy and citizen leadership emphasis founded in late 1970's - Founder still in chief leadership role.
Delivered:
interim chief financial officer services; financial system design and implementation; independent audit coordination and facilitation
 
Name:
ADVENTUS II (no link)
Summary:
Newark, NJ construction management firm, started by and currently led by female, minority executive in early 1990's - with construction emphasis in arts, health and post-secondary institutions - Founder still in chief leadership role.
Delivered:
financial reporting and tax reporting
 
Name:
Great American Catering
Summary:
NYC based hospitality management company - founding personnel remain in leadership roles - founded in late 1980's.
Delivered:
policy development, financial analysis and business planning
Name:
illume productions, inc.
Summary:
Washington, DC based documentary film company focusing on the arts/humanities/culture issues founded in 1999 - Founder still in chief leadership role.
Delivered:
organizational development; financial administration and reporting; interim CFO services; business plan development and negotiations, banking and financial relationships and; contract proposals
Name:
Olney Theatre Center for the Arts
Summary:
Olney, MD based regional theater and educational institution - serving the entire State of Maryland, with the longest running national touring company in the country founded in the late 1930's, restructured in the 1940's and in the late 1980's became a year-round theater - Year Round Theater leadership founders remain in shared leadership roles.
Delivered:
business plan as part of overall capital financing; application for capital funding from national foundation
Name:
Pursuit of Knowledge Foundation (no link)
Summary:
Florida/Maryland based AIDS/HIV educational organization - serving "high risk" Third World Sub-Saharan African nations.
Delivered:
research for funding possibilities and grant writing/submissions
Name:
George Mason Univ., College of Visual & Performing Arts
Summary:
Northern Virginia public post-secondary institution - College formed in 2000 as a unique unit within the University.
Delivered:
financial systems, budget analysis and organizational consulting to Dean.
Name:
Washington Stage Guild
Summary:
Washington, DC community theatre
Delivered:
a business plan for their move into new facilities.