How to Grow a Nonprofit from $15K to $17 million in Assets

Teri Beckman and Richard Gottlieb

Teri and Richard Gottlieb in front of Jim Hunt delivering the 100th Meals on Wheels lunch in Forsyth County. This was one of Senior Services’ many ingenious marketing strategies resulting in improved positioning and tremendous financial support. You can see Jim Hunt was thrilled to be a part of it!

For thirty-five years, Richard Gottlieb was the Executive Director of Senior Services of Winston-Salem, a non-profit transforming how people age in Forsyth County.  He began his tenure when the organization had net assets of $15,000.  Today it has $17.5 million in assets with revenues close to $6 million annually.

This takes leadership, specifically learning how to lead your own mind toward success. [Read more…]

Coastal Federal Credit Union working to solve NC’s income gap

50th Anniversary

Coastal Federal Credit Union

This January I attended the Triangle Business Journal’s 2016 Businessperson of the Year Award Luncheon. For the first time since I can remember they nominated the CEO of a non-profit corporation, Chuck Purvis of Coastal Federal Credit Union (CFCU).  I had to be there!

Now many would say that CFCU has more in common with a for-profit bank than a non-profit organization. Chuck, however, made it clear that day his heart and his actions are grounded in the nonprofit mission of his organization.

Chuck publicly worries about growing income inequality across the country and specifically in North Carolina. Chuck believes it is the biggest threat to our democracy. [Read more…]

Joys and Perils of Fast Growth – From CEOs who’ve done it

Fast Growing ForestEarly this year I was honored to facilitate a panel of three bright, engaged C-suite leaders in the Triangle who are leading fast growing companies. It was hosted by the Raleigh-Wake Human Resource Management Association (a great local resource for people professionals).

Two companies, TransLoc (in the tech/social impact space) and Precision BioSciences (in drug development space) received Series A investment financing in 2016. As a consequence, their revenue and headcount  exploded. The third was CAHEC, a nonprofit social impact company syndicating low income housing tax credits to support community based real estate development. They have seen more gradual and steady growth over the years with similar increases in revenue and headcount. [Read more…]

Dell Foundation Exec Shares Secrets to Getting BIG Results

Micheal and Susan Dell Foundation

Getting to meet Janet Mountain

Janet Mountain, Executive Director of the Michael and Susan Dell Foundation, knows a thing or two about creating change that solves long-standing problems.

At the Carolina Women in Business Conference at UNC at Chapel Hill, Janet shared these guidelines: [Read more…]

Lessons from Bosses Who Are Changing the World


change pic

In intensely intimate coaching relationships, I work with business owners and executives determined to create positive change. 

These leaders have shared their biggest challenges, opportunities, successes and failures with me. 

They are my heroes and heroines.

Reviewing our work over the last year – six ‘lessons’ have emerged that have been critical to getting better results.  I’d like to share them with you. [Read more…]

The Secret to High Performance

FB mountainWhat is the secret to higher performance?  This is a critical question recognizing time and opportunity are limited.

 
The secret is to align the elements that are constantly changing and shifting.
 
These elements include thoughts and feelings, your personal habits and practices, your business, and the market.

[Read more…]

What can you learn from Cree?

Recently I had the pleasure of attending a Triangle Business Journal Power Breakfast with Cree CEO Charles Swoboda.

Based in my home town of Durham, NC, Cree is a market-leading innovator of everything to do with lighting and a large company by any measure ($1.63 Billion market capitalization with 6,400 employees).  What most intrigues me is that Cree – and its CEO – remains entrepreneurial in its thinking, its culture, its actions even with its huge size. [Read more…]

Are you ready for your organization’s next BIG opportunity?

impossible compAs a CEO or organizational leader, you may be searching the marketplace for that  next big revenue source,  investor,  or grant — your next opportunity to execute on your mission and create a sustainable bright future.

 

But, are you ready for it?

There are countless stories of individuals and businesses securing wonderful opportunities and being completely unprepared for what came next. [Read more…]

Five Steps to Optimizing Your Business Model

group table compI recently worked with eight CEOs/Executive Directors  (at a roundtable just for them) to explore optimizing their business model  as a critical element of creating sustainable high performance.   Click here for more pictures.

These are the steps we explored:

Step 1: Know your vision for your organization and share it.

Where do you want to see your organization in the next one to two years?  Can you answer this in one or two sentences? [Read more…]

High Stress or High Performance?

Sustainable high performance means work flows; actions are productive and lead to important outcomes.

There will be tension as you create the next iteration productivityof your business, but there does not have to be stress.

In my last blog post I suggested an easy assessment for you to diagnose where your organization is on the continuum of sustainable high performance.

If you did not score as high as you would have liked, or if you are feeling stress, there is likely some kind of misalignment between you and your business.

Lack of alignment impedes communication, clear focus, flow of work, effective planning and if left unaddressed, leads to stress, frustration and even burnout.

How do you get more clarity, more focus, and in the end, lead your organization toward a sustainable future? [Read more…]

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