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Julia B Reed

Executive Associate

With more than 30 years of experience in the nonprofit sector, Julia Beatrice “JB” Reed, Esq., MBA specializes in Interim Program Management. Throughout a career characterized by executive management and entrepreneurial experience she has translated the visions of community, business, faith-based, and government leaders into fully functioning non-profit agencies designed to meet the needs of underserved populations. Central to her success is a highly effective combination of skills, abilities, and knowledge in the areas of strategic planning, business development, partnership development, revenue generation/management, financial management, legal and contract compliance/interpretation, and written and oral presentations.

Special strengths include mentorship that empowers leaders of start-up organizations in such diverse arenas as social services, health profession education, community development, and religious organizations. In addition to her work with start-ups, she has extensive experience transforming programs and services within firmly established non-profit and government agencies. JB most recently participated in the restructuring and implementation of the grant making process for the Bank of America Charitable Foundation. Additional experience includes Chief of National Programs and Chief Operating Officer, The Center for Leadership Innovation; Chief Executive Officer/Executive Director, the Greater Richmond Area Higher Education Consortium, Inc; and Staff Attorney with Jacksonville Area Legal Aid.

JB Reed graduated with a Bachelor of Arts in Politics and Government from Ohio Wesleyan University; a Jurist Doctorate from the George Washington University Law School; and a Master’s in Business Administration from the Terry College of Business at the University of Georgia. She is a member of the Florida Bar Association.

Area of Expertise: JB’s core expertise is in Interim Program Management.

Sector Experience: Education, Healthcare, Community Based Membership and Advocacy. JB has considerable expertise in the areas of primary and secondary education, healthcare education, community-based advocacy, and faith-based organizations.

Fundraising Must Have: Collaboration, creativity, mission- focused, and sustainability.

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Natalia Branco

Junior Associate

Natalia Branco has over 8 years of experience working in marketing, customer success management, and SalesForce implementation. She is passionate about how technology can improve sales results and companies’ performances and is proud to have made a difference by working in small startups to large well-established companies in the financial services industry, as well as nonprofit organizations seeking to fully implement and harness the power of SalesForce. Natalia holds a Bachelor’s degree in Advertising from Universidade Paulista, Brazil, a Master’s degree in Business Communication from Fundacao Getulio Vargas, Brazil, a Post-Graduate Certificate in Global Business Management from Humber Institute of Technology and Advanced Learning, Canada, and is a Certified SalesForce Administrator (Admin 201 and Platform App Builder). 

Fundraising Area of Expertise:
Advancement Services, Donor and Constituent Engagement and Project Management

Sector Experience:
Healthcare, Education, Community Based Membership and Advocacy

Fundraising Must Have:
Technology to empower institutional leaders and volunteers with the right data and tools to perform their jobs successfully

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Our Firm

Principal & Founder

Photograph by: Aleksandar Antonijevic

Formal Education

University of Colorado, Bachelor of Arts, Political Science

Professional, Consulting and Volunteer Experience by Sector

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Healthcare
Johns Hopkins University, Johns Hopkins Medicine, Executive Director Institutional Giving/Director Principal Gifts, Maryland
Baycrest Foundation, President, Toronto
Baycrest Health Sciences Centre, Vice President Global Institutional Advancement, Toronto
National Jewish Health, Associate Director Major Gifts/ Manager Foundation and Corporate Relations, Colorado
Denver Children’s Home, Director of External Affairs, Colorado
de Souza Institute, Consultant, Toronto
Centre County Woman’s Resource Center, Consultant and Advisor to the Board, Pennsylvania
Denver General Hospital Emergency Room, Volunteer Rape Crises Counselor, Colorado
Education
Ontario College of Art and Design University (OCAD U) Foundation, President, Toronto
Penn State University, Director of Development, New York Office of Regional and Leadership Gifts, Pennsylvania
Community Based Membership and Advocacy
Heart and Stroke Foundation of Canada, Chief Development Officer, Toronto
National Alliance for the Mentally Ill (NAMI), NAMI Research Institute, NAMI Anti-Stigma Foundation, Director of Development, Washington, D.C.
Center to Prevent Handgun Violence & Handgun Control Inc., Director of Development, Washington, D.C.
Human Rights Campaign Fund, Director of Development, Washington, D.C.
Aspen Institute Middle East Investment Initiative (MEII), Consultant, Washington, D.C.
EPOColorado, the Equal Protection Campaign, Consultant and Finance Director, Colorado
Equal Protection Ordinance Coalition, Consultant and Finance Director, Colorado
Legacy Foundation, Board Member, Washington, D.C.
Colorado NARAL, Board Member, Colorado
Colorado Association of Senior Citizens, Board Member, Colorado
Dames for Humanity Syrian Refugee Sponsorship Group, Founding Member, Toronto
Josie Heath for US Senate, Consultant and Director Political Action Committee Fund-Raising, Colorado
Pena for Denver, Finance Director, Colorado
Ben Nighthorse Campbell for Congress, Fund-Raising Director, Colorado
W Mitchell for Lieutenant Governor, Deputy Campaign Coordinator, Colorado
Stratton, Reiter, Dupree & Durante, Campaign Consultants to Presidential Candidate Gary Hart, Colorado
Arts and Culture
Ontario College of Art and Design University (OCAD U), Vice President Global Institutional Advancement, Toronto
Factory Theatre, Board Member, Toronto
Public Sector
Colorado Legislative Council, Colorado General Assembly, Research Analyst, Colorado
Colorado Office of State Planning and Budgeting, Fiscal Note Processor, Colorado

Susan Sutton

Principal

Susan Sutton is a seasoned C-Suite nonprofit executive with a proven track record of institutional advancement, developing and implementing fundraising campaigns and business operations to achieve multi-billion revenue goals from domestic and international clientele.

Over the course of her professional career Susan has demonstrated innovative and dynamic leadership, strategic vision and operational management expertise in a variety of settings from small grassroots to large complex, public and private, academic, research and patient care institutions as well as national advocacy and membership organizations, with domestic and international audiences. More than half of her career was spent with three iconic institutions, the National Jewish Center for Immunology and Respiratory Medicine (now National Jewish Health), Penn State University and Johns Hopkins University, each recognized internationally for their areas of expertise, as well as best practices in institutional advancement. In Canada, she has served as the President of the OCAD U Foundation, President of the Baycrest Health Sciences Foundation and Chief Development Officer of the Heart & Stroke Foundation, the 2nd highest grossing (of more than 170,000) nonprofit organization in Canada.

Most relevant to the consulting space is her experience serving in a leadership capacity, building and implementing robust, sustainable and seamless continuums of development and alumni relations activity through direct marketing, annual fund, foundation and corporate, major, principal and planned gifts programs, and planning, developing and implementing organizational structure and all operational matters for a range of campaigns, the largest and most significant, the $2B campaign for Johns Hopkins Medicine.

Susan has proven to be adept at developing fully integrated business plans and cases for support, establishing goals and high performance metrics, managing human resources, communications, government relations, stewardship and advancement services, including budget preparation, financial tracking and the management of multimillion dollar endowments. Susan’s ability to build teams, with a commitment to excellence and diversity and train, mentor, manage and lead senior staff, is a recognized area of strength, which has led to outstanding team performance.

Throughout Susan’s professional experiences, she has partnered with and engaged top institutional and volunteer leadership, faculty, physicians, researchers and scientists to apply innovative, incisive strategy and creativity to identify, vet, cultivate and solicit a range of donors and to identify key fundraising priorities and the next “big idea” to transform the institution. Susan has a personal track record identifying, cultivating, soliciting and securing gifts from principal and transformational donors, including the donor who made the largest single cash contribution in the history of Johns Hopkins Medicine.

In many instances Susan’s role was to enhance existing institutional advancement programs and in doing so, she developed a clear appreciation for, and understanding of the role of culture in change management, and the imperative to work collaboratively with multiple stakeholders. Susan has successfully negotiated the complexity of institutions and has represented their vast body of work to grateful patients and alumni, prospects, donors and stakeholders, locally, nationally and internationally, now having lived, worked or traveled in over 80 countries.

The firm is a natural evolution of her career of more then 30 years when Susan interfaced with, and was the client of, many of the top industry consultants. Susan believed that a better model could be developed to more accurately and effectively meet the needs of the nonprofit sector, resulting in the concept of the Innovation Team Model.

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Our Firm

Strategic Advisors

Photograph by: Aleksandar Antonijevic

Formal Education

University of Toronto, Master of Arts, History

Professional, Consulting and Volunteer Experience by Sector

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Private Sector
Bata Shoe Organization, Senior Human Resource Officer, Toronto
Bata Shoe Organization, Chief Country Negotiator and Country Director General Operations , Czech Republic
Manulife Financial, Senior Vice President, Human Resources and Public Affairs, Toronto
Bell Canada , Chief Human Resource Officer, Montreal
CGI, Consultant, Toronto
IBM Canada Advisory Board, Board Member, Toronto
Cogeco Cable Inc, Member Board of Directors, Montreal
Glebe Parents’ Day Care Centre, Volunteer Founder, Ottawa
Public Sector
Government of Canada, Parks Canada, Historian, Ottawa
Government of Canada, Department of Indian Affairs and Northern Development, Office of Native Claims, Director, Specific Claims Section, Ottawa
Government of Canada, Department of Energy Mines and Resources, Director General, Natural Gas Branch, Ottawa
Government of Canada, Office of Federal Provincial Relations, Privy Council Office, Assistant Deputy Minister, Economic Affairs, Ottawa
Government of Canada, Department of Regional and Industrial Expansion, Associate Deputy Minister, Ottawa
Government of Canada, Department of Supply and Services, Deputy Minister, Ottawa
Canadian Broadcasting Corporation, Consultant , Ottawa
Government of Ontario, Management Board, Consultant, Toronto
External Advisory Group on Human Resource Modernization in the Canadian Public Service , Advisory Group Member, Ottawa
Federal Expert Panel on the Role of Gender Analysis in the Making of Federal Policy, Chair of 3-member Expert Panel, Ottawa
Community Based Membership and Advocacy
Canadian Centre for Philanthropy/Imagine Canada, President and Chief Executive Officer, Toronto
The Glebe Report, Volunteer co-founder and writer, Ottawa
Women’s Vote , Volunteer , Ottawa
Montreal Chamber of Commerce, Member Board of Directors, Montreal
Public Policy Forum, Member Board of Directors, Ottawa, 2009 Winner of the Canadian Public Policy Forum Award for Outstanding Contribution to Public Policy and Management
Masaryk Memorial Institute, Consultant, Toronto
Foundation for the Advancement of Civil Society, Consultant, Czech Republic
Healthcare
Baycrest Centre for the Aged, Member Board of Directors, Toronto
Plexxus, Member Board of Directors and one 3-year term as Chair, Toronto
Westpark Hospital Foundation, Member, Board of Directors , Toronto
Education
Ryerson University, Member Board of Governors, Toronto
Masaryk University, Special Guest Lecturer in Two English Language Summer Programs, Czech Republic
Ontario Education Collaborative Marketplace (OECM), Chair, Board of Directors, Toronto
Centre for European, Russian, and Eurasian Studies, The Munk School, University of Toronto, Executive in Residence, Toronto
Arts and Culture
Arts for Children Foundation, Member, Board of Directors, Toronto
Bata Shoe Museum, Member Board of Directors, Toronto

Georgina Steinsky

Executive Associate

Georgina Steinsky has had a multi-faceted career within Canada and internationally as a senior executive. Her experience ranges from being a senior official and Deputy Minister in the Government of Canada, to executive positions in several major Canadian corporations, including Chief Human Resources Officer of Bell Canada. From 1990 – 95 she was an employee of the Bata Shoe Organization, where she led the project to recreate a Bata company presence in post-Communist Czech Republic. In these various capacities she has undertaken foundational work either in creating new organizations or undertaken major organizational restructuring and governance reform.

Georgina gained invaluable insights into the structure and nature of the charitable and nonprofit sector in Canada when she became Chief Executive Officer in 2004 of the-then Canadian Centre for Philanthropy which had just merged with another national nonprofit organization. From 2004 to 2008 Georgina’s task was to put in place a new strategy, and organizational and governance structure for what is now Imagine Canada – a national charity which today works alongside other charitable sector organizations – and often in partnership with the private sector, governments and individuals in the community – to ensure that charities continue to play a pivotal role in building, enriching and defining our Canadian nation. Imagine Canada’s work also included knowledge dissemination about best practices in the nonprofit and charitable sector, including matters related to governance.

Additionally, in parallel with other facets of her career, she has also had extensive experience as a senior volunteer in a number of charitable organizations. Since 2004 she served both as Chair and on the Board of two organizations whose creation was encouraged, and supported by the Government of Ontario: Plexus and OECM. Both are nonprofit corporations created to foster supply chain efficiencies in the Ontario Health and Education sectors respectively. During her tenure, both went from start-ups to fully functioning organizations with governance based on best practices. She is also currently a Director of the Bata Shoe Museum and of the Westpark Hospital Foundation.

Interview with Geogina Steinsky on Czech Radio

Formal Education

Bachelor of Arts (Business Administration and Management), University of Western Ontario

Doctorate in Business Administration (DBA, Finance), Harvard Business School

Professional, Consulting and Volunteer Experience by Sector

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Professional, Consulting and Volunteer Experience by Sector

Private Sector
Fleck Manufacturing Inc., Founder, Chairman and CEO
CUC Ltd., Director and Executive Committee Member
Alias Research Inc., Chairman
ATI Technologies, Chairman
Promis Systems Corporation Ltd., Director
Certicom Inc., Director
Rogers Multimedia Ltd., Director
Zurich Insurance, Director
Travellers Insurance, Director
Channel 47 Inc., Director
Colonial Homes Ltd., Director
NGRAIN Corporation, Chairman

Public Sector
Member of the Federal Department of Transport Task Force
Executive Director and Member of the Committee on Government Productivity
CEO, Office of the Premier (Government of Ontario)
Secretary of Cabinet, Office of the Premier (Government of Ontario)
Deputy Minister of Industry and Tourism
Coordinator for Multilateral Trade Negotiations (Government of Ontario)
Member of the Federal International Trade Advisory Board
Chairman of the Minister’s Advisory Council for Arts and Culture

Education
Faculty Member, Harvard Business School
Professor and Associate Dean, Faculty of Administration Studies at York University
Visiting Professor, Keio University Business School
Visiting Professor, the European Institute of Business Administration (INSEAD)
Visiting Professor, University of Western Ontario
Visiting Professor of Canadian Studies, Business and Public Management, John F. Kennedy School of Government at Harvard University
M. Wallace McCutcheon Professor Emeritus of Business Government Relations, Rotman School of Management at the University of Toronto
Member of the International Council of INSEAD
Council of Advisors, Canadian Institute of Advanced Research
Senior Fellow, Massey College
Chairman of the Board, University of Toronto Schools

Arts and Culture
Director and Treasurer, National Ballet of Canada
Chairman of the Board and President of the Art Gallery of Ontario
Trustee Emeritus, Art Gallery of Ontario Board of Trustees
Chair of the Canadian War Museum
Chair Canadian Museum of History
Founding President of the Power Plant, Contemporary Art at Harbourfront
Founder of the Toronto Harbourfront Centre’s Toronto Music Garden
Chairman of the Harbourfront Foundation
Chairman and Chair Emeritus of Council for Business and Arts (currently Business / Arts)
Chairman and CEO of Noah’s Flood Inc. (produced Benjamin Britten’s “Noyes Fludde” as Canada’s cultural contribution to the 50th anniversary of the signing of the UN Charter)
Director of North York Symphony
Director of Toronto Free Theatre
Director of the Banff Centre
Chairman, Treasurer, and Director of Tennis Canada
Canada’s Representative to the International Tennis Federation

Non-Governmental Organizations
International President, Young Presidents Organization (YPO)
Founding Director of the Public Policy Forum
Director of the Institute for Research on Public Policy
Director Naples Council on World Affairs

Publications
Business Can Succeed!, Understanding the Political Environment (with A. Litvak Canada Publishing Corporation)
Canada Can Compete!, Strategic Management of the Canadian Industrial Portfolio (with J.R. D’Cruz, Institute for Research on Public Policy)
Yankee Canadians in the Global Economy: Strategic Management of U.S. Subsidiaries under Free Trade (with J.R. D’Cruz, National Centre for Management Research and Development, University of Western Ontario)
Co-author (with Professor D’Cruz) of several articles for the Business Quarterly, one of which, ”The Globalization of Manufacturing”, was the Touche Ross Award Winning Article 1987, and won the Silver medal in the Deloitte and Touche “Best of the Best” awards covering the first thirty years of the Business Quarterly

Recognitions
Queen’s Silver Jubilee Medal
Officer of the Order of Canada
Doctor of Law honoris causa, University of Toronto
Inducted into Canada’s Tennis Hall of Fame as a Builder
Queen’s 50th Anniversary Medal
Edmund C. Bovey Award for Leadership Support of the Arts
Angel Award for Philanthropy in the Arts, International Society of Performing Arts
Ramon John Hnatyshyn (RJH) Award for Voluntarism in the Performing Arts
Doctor of Sacred Letters honoris causa, University of Trinity College
Received the Public Policy Forum Testimonial Dinner Award for “Distinguished Service to Canada”
Lieutenant Governor’s Medal of Distinction in Public Service
Queen’s Diamond Jubilee Medal
Companion of the Order of Canada

Dr. James Douglas Fleck, C.C., DBA, LLD (hon), DSL (hon)

Strategic Advisor

James D. Fleck is a highly respected entrepreneur, business leader, public servant, scholar, and philanthropist whose support and stewardship has changed the face of Canada’s arts and culture scene. He is currently recognized as a preeminent philanthropist and supporter of Canadian nonprofit organizations and cultural institutions.

Jim’s professional experience spans diverse sectors and industries, providing him with a strong background in business management, board governance, and executive leadership. Jim holds a Bachelor of Arts degree from the University of Western Ontario and he earned a Doctorate in Business Administration (DBA) from Harvard Business School as a Ford Foundation Fellow. After completing his education, Jim began his career by founding and serving as CEO and Chairman at Fleck Manufacturing Inc., which began as a small organization with fewer than 10 employees and grew, under Jim’s direction, into a large multi-million dollar corporation. Building on his early success, Jim went on to hold the title of Director or Chairman for a number of companies in telecommunications, computer software, semiconductors, technology, and insurance including ATI Technologies, Alias Research, Noma Industries Ltd., Rogers Multimedia Inc., and Zurich Life Insurance Company of Canada.

As a public servant, Jim served as Chief Executive Officer of the Office of the Premier and Secretary of the Cabinet (Ontario), and he was appointed Deputy Minister of Industry and Tourism. He was also responsible as Executive Director of the Committee on Government Productivity for the reorganization of the Ontario Government. Much of Jim’s efforts in these capacities was geared towards streamlining operations, providing strategic direction, and improving collaboration and cooperation between business and government. At the same time, Jim has applied his policy expertise to strengthen Canada’s independent think tanks and nongovernmental organizations such as the Public Policy Forum and the Institute for Research on Public Policy. Jim’s cross-sector experience demonstrates his ability to build relationships and bridge gulfs that can divide or pit public and private sectors against one another.

Jim’s distinguished experiences as a business leader and public servant combined with his academic achievements meant that he was uniquely suited for a long and fruitful career in academia serving as Lecturer at Harvard Business School, Visiting Professor at the European Institute of Business Administration (INSEAD) and Keio University, Professor at the University of Toronto’s Rotman School of Management and York University where he was the founding Associate Dean of the Faculty of Administrative Studies (now the Schulich School of Business) and Director of the MBA and MPA programmes.

Owing to his deep respect for the arts as an indicator of a country’s quality of life and innovation, Jim has held many executive roles at leading Canadian nonprofit organizations over the years. In 1998, he chaired the first-ever Canadian Arts Summit, an annual event that continues to bring together Canada’s leading nonprofit executives, board members, and directors. He served as Chairman of Business for the Arts (currently Business / Arts) and was also Chairman of the Minister’s Advisory Council for Arts and Culture (Ontario). Other notable roles include President of the Art Gallery of Ontario Board of Trustees, founding President of the Power Plant at Harbourfront, and Chair to the Board of Trustees of the Canadian Museum of History (a Crown Corporation).

In addition to his executive leadership and management of nonprofit organizations and foundations, Jim has been widely recognized for cultivating Canada’s arts and culture sector as a philanthropist, collector, advocate, and fundraiser. He has generously provided resources and lent his expertise in support of the Arts Gallery of Ontario, the National Ballet of Canada, the Toronto Symphony Orchestra, the Power Plant Contemporary Art Gallery at Harbourfront, Tennis Canada, Soulpepper Theatre Company, the Stratford Shakespeare Festival, and Tafelmusik, among many others. His contributions to Canadian cultural life and arts organizations and institutions has resulted in a number of awards and honours, including being appointed as Officer of the Order of Canada in 1997, and recently promoted in 2015 to Companion of the Order of Canada.

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America Associates Our Associates

Cory Sinclair

Junior Associate

With more than 15 years of experience in the nonprofit sector, Cory Sinclair specializes in advancement services, project management, and donor and constituent engagement. Previous experience includes work with UCLA Performing Arts, the Los Angeles Philharmonic, Habitat for Humanity, the Hollywood Food Coalition, and several Los Angeles based social service nonprofits. In the for-profit arena Cory spent several years in the film industry as a writer and in production.

Cory holds an interfield Ph.D. in music and nonprofit management from Claremont Graduate University. His research interests include cultural policy and the relationship between philanthropy and public-private partnerships.

Area of Expertise:
Cory’s core expertise is in Advancement Services. Project Management and Donor and Constituent Engagement

Experience:
Education, Arts & Culture, Community Based Membership and Advocacy

Fundraising Must Have:
Innovative use of public funding, when possible, to stimulate community interest and lay the foundation for private financial support.

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America Associates Our Associates

Carley Houseman

Junior Associate

Currently serving as the Associate Director of Medical Annual Giving and Digital Strategy for Johns Hopkins Medicine, Carley brings seven+ years of experience including stints with the University of Northern Iowa Foundation and Gettysburg College. In addition to a BA in Youth and Human Services: Nonprofit Management, with a minor in Economics, an MA in Youth and Human Services: Nonprofit Management, Carley has achieved certification in Principles and Practices of Nonprofit Excellence, is a Certified Nonprofit Professional (CNP) and has completed Fundraising Management courses through the AHP Virtual Institute.

Area of Expertise:
Carley’s predominant area of expertise is in Direct Marketing and Annual Giving. She has additional experience with Alumni Relations & Giving, Development Program Review & Expansion Strategies, Board Training, Management and Governance, and Project Management

Experience:
Education, Healthcare, Community Based Membership and Advocacy

Fundraising Must Have:
A clear understanding of where you want your program to go with data and history to help us see the best way to get there and where gaps can be filled to find the most success.

Linkedin: https://www.linkedin.com/in/carleyhouseman/

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