24-25 O'Pake Annual Report_DRAFT

July 2024-June 2025

MESSAGE

MESSAGE

COLLEGETOWNE OVERVIEW

MESSAGE FROM RODNEY S. RIDLEY SR., PH.D., RTTP

This year, Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship took significant strides toward long-term financial sustainability. We expanded our capacity and impact while remaining dedicated to our O’Pake mission and the guiding mission of Alvernia. Through the unwavering commitment of our staff, faculty, students and community partners, we continue to foster growth and innovation within the university and across the regions we serve.

As with each annual report, we choose a theme. This year’s theme, Expanding & Monetizing to Sustain, reflects our intentional focus on creating a self-sustaining future. Central to this effort is our monetization strategy. We have outlined our vision to generate $2 million in annual recurring revenue. To that end, we have already established new revenue streams aligned with our mission and capabilities. With the successful acquisition of significant funding from partner companies, we are not only building financial resilience but also reinforcing the confidence our partners place in the transformational O’Pake model. This support directly fuels the expansion of programs that empower entrepreneurs, strengthen small businesses and create local economic opportunities, while enhancing our distinctive student experiential learning model.

A cornerstone of our progress has been the expansion of strategic partnerships. By deepening collaboration with organizations across the region, we have amplified our impact through innovative financial literacy initiatives, enhanced business technical assistance services, expanded academic support within the university and broadened entrepreneurial mentorship opportunities. To further exemplify our commitment to financial empowerment, we are exploring the creation of a microlending program to provide crucial access to capital for historically underserved entrepreneurs.

The road to long-term financial sustainability requires both creativity and collaboration. Through the execution of our strategic plan, we are well on our way to bringing a bright future to life for O’Pake. Our focus remains on delivering outstanding and distinctive student experiential learning.

Thank you for your continued support and belief in our mission.

Vice President of Research, Economic Development and Innovation

Chief Operating Officer of the O’Pake Institute for Economic Development and Entrepreneurship

RODNEY S. RIDLEY SR., PH.D., RTTP

OVERVIEW

EXECUTIVE SUMMARY

EXECUTIVE SUMMARY

MAJOR INITIATIVES

The O’Pake Institute and Tec Centro Berks empower Latine entrepreneurs through a new partnership.

Katie Hestor joins the team as the director of student and client services.

July 2024 November

John Dever joins the team as the assistant director of student experiential learning.

Winnie Gutierrez joins the team as the operations manager.

Fabiola Flores joins the team as the community impact specialist.

The O’Pake Institute fosters workforce development innovation with the John Paul II Center. July

INITIATIVES TIMELINE

The O’Pake Institute receives funding to create a bilingual financial empowerment series.

The first Financial Empowerment session is held at CollegeTowne.

Berks Biomedical Innovation Collaborative (BIC) partners with the O’Pake Institute to host the inaugural Bioscience in Berks: Innovation Symposium.

O’Pake finalizes its strategic plan. Ju

EmpowerED partners with the mayor’s Summer Youth Initiative.

Twenty-eight students graduate from the program.

THE FUTURE OF O’PAKE

Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship is preparing for its next evolution. After years of building a strong foundation, we are focused on financial sustainability, expanding our reach, enhancing our capabilities and deepening our impact. The question now is: With the foundation in place, where do we go from here?

With a clear path toward financial sustainability, our priorities include sharing the O’Pake model with new regions and institutions by documenting our success to inspire and guide others. We are also focused on securing resources that not only sustain but also grow our operations through missionaligned activities. Strengthening transformative partnerships remains a key objective, along with further enhancing student experiential learning and contributing to Alvernia University’s broader strategic goals. Above all, we are committed to creating meaningful impact in the communities we serve while supporting the university’s mission and vision.

A significant milestone on this journey is spreading the O’Pake model beyond Alvernia and Berks County. We are encouraged by the interest shown by both peer and aspirational institutions in having us document and share our approach.

The most sought-after aspects for replication include our student experiential learning and training model, the studentpowered technology transfer office serving both the university and the community, our hands-on venture investment division with strong state-level investment ties, and our in-demand student-powered marketing and communications division.

To support the spread of our model, we are creating comprehensive guides that outline both the CollegeTowne and O’Pake frameworks. These resources will serve as practical tools for universities, municipalities and organizations aiming to replicate our approach. At the same time, we are exploring opportunities to secure related intellectual property so we can eventually license the model. Institutions such as the University of Notre Dame and the University of Alabama have already expressed interest, further validating its impact and uniqueness.

We are committed to ensuring the O’Pake model continues to drive meaningful community and regional economic change. By connecting students directly to community and economic development projects, we fuel local growth while preparing the next generation of leaders. Strategic partnerships remain central to this work, strengthening university-municipality collaborations and positioning Alvernia as a catalytic force in regional development.

Looking ahead, we will continue to pursue opportunities that foster O’Pake’s sustainable growth and strengthen the communities we serve. By expanding our model, deepening partnerships and documenting our journey, we are poised to make a lasting impact. O’Pake’s future is bright, and we invite our partners, supporters and communities to join us in shaping it.

"We're not just sustaining operations; we're reshaping how institutes of higher education can operate, grow and serve their communities while maintaining an unwavering focus on student experiential learning and regional economic development."

Rodney S. Ridley Sr., Ph.D., RTTP

O’PAKE

O ce of Student

Experiential Learning

Professional Mentor Network

Financial Services

Accelerate AU

Academic Services

Technology Transfer O ce

Community Impact & Economic

Development

Creative Services

THE O’PAKE FOR ECONOMIC DEVELOPMENT

ENTREPRENEURSHIP

DEVELOPMENT & ENTREPRENEURSHIP

GUIDED BY OUR MISSION

MISSION

The O’Pake Institute for Economic Development and Entrepreneurship fosters the development of entrepreneurial programs and economic growth in both the Reading community and in higher education.

VISION

The O’Pake Institute operates as a catalyst for regional community and economic development and a driving force for enhancing student experiential learning.

HISTORY OF O’PAKE INSTITUTE

Alvernia University has embraced the moral, ethical and leadership development of its students since its founding in 1958, guided by its Franciscan heritage. In 2008, the university established the Center for Ethics and Leadership (CEL) to make ethics and leadership a defining aspect of an Alvernia education. CEL enhanced the university’s Franciscan identity, created collaborative opportunities for students and faculty, and partnered with the community to expand educational programming, positioning Alvernia as a leader in ethics and leadership education.

Following a generous gift from Sen. Michael O’Pake, CEL was renamed the O’Pake Institute for Ethics, Leadership, and Public Service to honor his dedication to Alvernia and the community. In July 2019, under the leadership of President John R. Loyack, Alvernia embarked on a transformative journey to drive economic growth and revitalize the city of Reading and Berks County. Recognizing the Institute’s potential to be a catalyst for this vision, it was reimagined in October 2019 as the O’Pake Institute for Economic Development and Entrepreneurship.

Today, the O’Pake Institute is at the forefront of regional economic development, empowering students through experiential learning opportunities that directly support local businesses, entrepreneurs and nonprofits. By fostering innovative partnerships with government and community organizations, the Institute continues to create lasting impact across Reading and Berks County.

MISSION

GLYNIS A. FITZGERALD, PH.D. President

"Innovation thrives in community, and the O’Pake Institute is where innovation and collaboration meet. By bringing together entrepreneurs, industry leaders, faculty and students, O’Pake has built a dynamic network that transforms ideas into action. It is this unique ecosystem of mentorship, partnership and investment that enables us to pioneer solutions and expand opportunity, both on campus and across the region."

O’PAKE DONORS

Through the generosity of the individuals and businesses listed below, the O’Pake Institute is providing students with experiential learning opportunities while fostering economic development in the community by providing resources and services to entrepreneurs and businesses.

Collectively, these philanthropic leaders have contributed over $1.7 million to fully fund the O’Pake Institute’s operations, including work-study funding for the student Fellows, mentoring programs, the cultural coalition and early-stage funding for aspiring entrepreneurs. All of the success stories in this report have been made possible through the philanthropic support of the donors listed below, reflecting contributions made between July 1, 2023, and June 30, 2024. We sincerely apologize for any errors or omissions.

O’PAKE SUPPORTERS

Anonymous

Ben Franklin Technology Partners of Northeastern Pennsylvania

Customers Bank

Fulton Bank

M&T Bank

MidPenn Bank

Riverfront Federal Credit Union

Patrick and Paula Barrett

Lizette Epps

Jeff and Virginia Rush

Paul Trunk

CULTURAL COALITION EVENT SPONSORS

Berks County Latino Chamber of Commerce

First Commonwealth Federal Credit Union

BERKS BIOMEDICAL INNOVATION COLLABORATIVE SPONSORS

The Reading Rising Fund of Berks County Community Fund

Brentwood Industries

Greater Reading Chamber Alliance

Kutztown University

Life Sciences Greenhouse Investments

Penn State University

Penn State Health – St. Joseph Medical Center

Teleflex

Tower Health System – Reading Hospital

Michael Caron

Jennifer Craig

Thank you to our supporters who have given between July 1, 2024, and June 30, 2025, to support the O’Pake Center and special initiatives.

O’PAKE FOUNDING SPONSORS

INNOVATION SUBCOMMITTEE

INNOVATION SUBCOMMITTEE MEMBERS

At the heart of O’Pake’s growth and expansion is the Innovation & Commercialization Subcommittee (ISC). Composed of experienced professionals, entrepreneurs and investors, the ISC plays a pivotal role in supporting our efforts to expand the O’Pake Model, mentor students and forge strategic partnerships that fuel long-term sustainability.

The ISC’s guidance ensures we remain focused on empowering students through hands-on learning experiences. By providing mentorship and valuable industry insights, ISC members bridge the gap between academia and real-world application. This mentorship equips students with practical skills, enhances their entrepreneurial mindset and prepares them to drive positive change in their communities.

A key aspect of the ISC’s work is evaluating investment opportunities, forming strategic alliances and advising on ventures that align with O’Pake’s mission. In our efforts to scale the O’Pake model further, we are also developing a comprehensive guide to provide a replicable framework for other universities and municipalities. With ISC support, this resource will serve as a catalyst for expanding our impact and fostering community-driven growth.

The future of O’Pake is bright, and the ISC’s dedication and leadership will continue to drive innovation, mentorship and sustainable growth. Together, we are shaping a legacy of student success and regional revitalization.

"It’s

always a pleasure working with O’Pake students as they gain real world experience supporting startups. I’ve witnessed how their work with clients helps to guide key business decisions, which is proof of the real impact our students make on the community."

Theo Bell, ISC Member

SUBCOMMITTEE

FRANKI AITKEN COO, Berks County Community Foundation

SHAWN HOFFMAN President, Sage Worth

LATRICE MUMIN Interim Superintendent, Chester Upland School District

JOHN ARNOLD Retired Chairperson, CEO & Owner of PPC Lubricants Inc.

CORTEZ COO, Neighborhood Housing Services of Greater Berks

JERRY LISMAN Chairman, Lisman Holdings

DAVID PATTI Communications Director, Customers Bank

JOHN SCIPIO CEO, SV Sports GREGORY SHEMANSKI CEO & President, Custom Processing Services Inc.

PAULA BARRETT Retired Partner, Reinsel Kuntz Lesher LLP

JOHN R. LOYACK

Senior Executive VP & COO, Inperium; President Emeritus, Alvernia University

EDVARD PHILIPSON Consultant, Biotech & Pharmaceuticals

ANGELO J. VALLETTA President & CEO, Ben Franklin Technology Partners of Northeastern Pennsylvania

NGOZI BELL Representative, Office of Advocacy-Region 3, Small Business Administration

LUTZ President, SV Sports

PETER RYE Chief Strategy Officer, Brentwood Industries Inc.

DON WEBSTER CEO, TecBRIDGE

THEO BELL President & CEO, Delane Consulting & ManagementTalent

MOLINARO Former CEO & Chairman, Adhezion Biomedical LLC

SCHLOUCH President, Schlouch Incorporated

JOHN WEIDENHAMMER President & CEO, Weidenhammer

MIKE CARON Retired GTS-Welco Partner; LVAO Member

LUCY

JASON

PETE

BARRY

JACK GOMBACH Consultant, McNees, Wallace & Nurick

GLYNIS FITZGERALD President, Alvernia University

CHRIS DEGRUCHY CastRite Metals; LVAI Member

STAFF BIOS

RODNEY S. RIDLEY SR., PH.D., RTTP

Dr. Rodney S. Ridley Sr. is vice president of research, economic development and innovation; founding dean of the College of STEAM at Alvernia University; and the chief operating officer of the O’Pake Institute for Economic Development and Entrepreneurship at AU. He is a key architect of the Reading CollegeTowne initiative. He is the founder of the O’Pake Student Fellows Program, Business Incubator, Technology Transfer Office, Professional Mentor Program and Micro-Grant Fund. He oversees AU’s industry and economic development outreach activity. Prior to joining Alvernia, he was the executive director and distinguished professor at the Allan P. Kirby Center for Free Enterprise and Entrepreneurship at Wilkes University. There, he was the founding director of the Wilkes Business Incubator, the Technology Transfer Office, the Industry & Community Outreach Office and a microgrant fund. In June 2017, he was named Innovator of the Year by the Greater Wilkes-Barre Chamber of Commerce. His professional experience includes roles as chair/director and associate professor in the ABETaccredited Engineering & Physics Department at Wilkes University, engineering director at Velox Semiconductor, vice president of technology at Data Friendly Inc., and principal engineer and key technologist at Fairchild Semiconductor.

Ridley consults on intellectual property management, entrepreneurship, semiconductors and nanotechnology. He holds 27 U.S. patents and numerous foreign patents and has authored more than 35 journal and conference articles. He volunteers with a number of professional associations, including AUTM, and in 2019, he was honored with an AUTM Volunteer Service Award. He holds a Ph.D. in engineering science and an M.S. degree in electrical engineering from The Pennsylvania State University, and a B.S. degree in physics from Lincoln University Pennsylvania.

LIZETTE EPPS, MBA, CUDE, CNP, AWA

Lizette V. Epps is an award-winning and best-selling author, accomplished businesswoman and respected community advocate with more than three decades of leadership experience. She currently serves as the executive director of community and economic development at the O’Pake Institute for Economic Development and Entrepreneurship, where she drives initiatives that strengthen regional ecosystems, support entrepreneurs and expand pathways to economic mobility.

Her career spans more than 30 years across legal affairs, manufacturing, supply chain management, operations, business strategy and organizational management, positioning her as a dynamic leader who excels at translating complex strategies into practical, people-centered results. Epps' leadership extends deeply into her community. She is the immediate past president of Tec Centro Berks and serves on the board of directors for Communities in Schools of Eastern Pennsylvania. Passionate about mentorship and grassroots engagement, she dedicates herself to helping individuals and families access resources, build confidence and achieve longterm success.

Epps also holds certifications as a Credit Union Development Educator (CUDE), which equips her to create innovative programming that breaks barriers to economic success, and as a Certified Nonprofit Professional (CNP), underscoring her expertise in advancing mission-driven initiatives. As the CEO and founder of Breadth of Hope, LLC, Epps leads an awardwinning enterprise that combines business strategy with social impact. A multiaward-winning and best-selling author, she uses her platform to amplify diverse voices, foster equity and inspire meaningful dialogue.

At the O’Pake Institute, Epps' breadth of experience and

deep community engagement serve as a driving force in advancing the Institute’s mission. By aligning strategic business expertise with her commitment to equity and grassroots empowerment, she helps propel O’Pake forward as a hub for innovation, entrepreneurship and community-centered economic development.

JOHN STETLER, M.S.

John Stetler currently serves as the executive director of client and financial services at Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship. In this role, Stetler is responsible for overseeing the Institute’s financial operations, financial projections, managing grants and annual budgets, and client portfolios, including business plan development, and developing strategies for new and existing businesses. He plays a pivotal role in advancing community and economic development initiatives across campus locations.

Before joining Alvernia University, Stetler was the executive director of the Small Business Development Center (SBDC) at Kutztown University. There, he led the planning and implementation of Small Business Administration (SBA)funded programs, secured essential funding and developed strategic plans for the Center. Stetler also mentored staff, managed daily operations and fostered partnerships with technical service providers.

Stetler’s career began as the budget manager and business administrator at Montgomery County Community College, where he oversaw a substantial grant portfolio and campus capital projects and managed budgeting systems and procurement processes. Stetler also served as the director of business operations at a private firm in Southeastern Pennsylvania, where he managed finance, IT, human resources, property management and marketing efforts. Significant achievements occurred during his tenure, including acquiring new contracts and implementing cost-saving measures while adding staff and locations.

Stetler holds a Master of Science in organizational leadership and culture management from Colorado State University and a Bachelor of Science in accounting. With over 20 years of experience in financial management, business development and education, Stetler is dedicated to enhancing organizational efficiency and fostering economic growth.

CAITLIN

LONG, PH.D, MSPAS, PA-C, RYT200

Dr. Caitlin “Cait” Long is a seasoned clinical expert who now serves as the director of technology transfer and innovation commercialization at Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship. She loves using her science, medical, and creative knowledge and experience to help entrepreneurs bring new ideas to market. At O’Pake, Long oversees the technology transfer office, intellectual property and venture investment Fellow teams, as well as the rapidly growing Project 6™ program, which encompasses a specialized methodology in sponsored industry projects.

Long is passionate about growing life science innovation in Berks County and beyond to help better patients’ and their families’ quality of life. She currently serves as managing director of the Berks Biomedical Innovation Collaborative, a local coalition of critical industry, academic and health care partnerships that serves as a catalyst for growing life science startups and economic revitalization.

Long is also a proud AUTM Susan Riley Keyes Fellowship alumna (2033), one of only three members selected from across the nation. She is a new AUTM Foundation Board member, currently serves as co-chair of the Small Office committee and is a member of the Eastern Regional planning committee.

Long is an entrepreneur herself, the CEO and founder of Team Lifelong Wellness LLC, a Berks County-based business committed to providing comprehensive and integrative health, wellness and leadership consulting services to individuals and

STAFF BIOS

local businesses. She integrates her internationally published research on “Burnout to Balance,” into her various workshops, retreats, events and motivational speaking appearances for her one-on-one, group, corporate and academic clients. Having healed thousands in her career, Long integrates her proficiency as an experienced health care provider into a revolutionary approach to whole-person wellness of mind, body and spirit. She is the co-creator of the people-first, value-centered leadership philosophy, built around keeping the human person and mission at the heart of everything organizations strive to accomplish. It is Long and Team Lifelong Wellness’s mission to build others up to be the strongest they can be from the inside out, to live full of balance and purpose, and with no regrets.

WINIFRED GUTIERREZ, MBA

Winifred Gutierrez is the operations manager and director of creative services at Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship. A proud twotime Alvernia alumna, Gutierrez brings to the table extensive expertise in operations management, creative leadership and publishing, and she holds a Book Publishing certificate from the Non-Fiction Authors Association.

In her role, she oversees the Institute’s administrative operations and leads a talented team delivering innovative marketing and communication services to entrepreneurs and businesses, supporting their growth and success. An entrepreneur in her own right, Gutierrez is also the founder and CEO of Novel Nook, LLC, where she provides authors with comprehensive book publishing and editing services.

Prior to joining Alvernia, Gutierrez spent 15 years as a legal assistant at Haggerty, Goldberg, Schleifer & Kupersmith, where she honed her skills in organization, process optimization and client service.

With a strong commitment to collaboration, innovation and strategic communication, Gutierrez plays a pivotal role in advancing the O’Pake Institute’s mission to drive economic development and foster entrepreneurial excellence.

KATIE HESTOR, M.A.

Katie Hestor is the director of student and client services at Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship, where she leads the Office of Student Experiential Learning and oversees the O’Pake Fellows Program, engaging over 100 students in delivering impactful, student-powered services to startups, established businesses and nonprofits. She also serves as a Venture Partner at BOLD Ventures, supporting deal sourcing, syndication and fundraising for early-stage startups in the Rust Belt region.

Hestor previously managed investor relations and portfolio investments at Launch NY, New York’s most active seed fund, and founded the Venture Investment Department at O’Pake to help early-stage startups prepare for growth capital and scaling. She holds a Master of Arts in organizational leadership from Alvernia University and a Bachelor of Business Administration in marketing with a minor in entrepreneurship from Wilkes University, complemented by certifications in project management, leadership development and venture capital.

JOHN DEVER

John Dever is a seasoned leader and manager with extensive experience in both B2B and B2C sectors. Throughout his career, he has successfully led organizations to achieve significant growth, including steering a B2C company to five consecutive appearances on Inc. Magazine’s Inner City 100 list, recognizing it as one of the fastest-growing inner-city companies in the U.S.

As a management consultant, Dever has collaborated with numerous small to midsized businesses and nonprofit organizations, helping them develop and implement strategic, results-driven initiatives. His passion for fostering growth and innovation has been a hallmark of his career.

Currently, Dever serves as the assistant director of student experiential learning at Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship, where he supports students in gaining hands-on experience and applying their skills to real-world business challenges. Prior to this role, he served as a business consultant with the PA SBDC at Kutztown University, further solidifying his dedication to empowering organizations and emerging entrepreneurs.

FABIOLA FLORES

Fabiola Flores is a dedicated community development professional with a strong background in program

management and strategic planning. As the community impact specialist at Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship, she leads initiatives that foster economic empowerment and cultural engagement. Her work has empowered local businesses and community members, resulting in over 20 successful loan acquisitions that have strengthened financial stability and growth.

Flores is known for her innovative problem-solving, creativity and commitment to achieving meaningful results. Her passion for collaboration drives her efforts to develop programs that address community needs and create lasting impact.

Outside of her professional role, Flores enjoys exploring the intersections of art and science, volunteering in her community and pursuing personal development through various creative projects.

JAMIE BECKER, PH.D.

Jamie Becker is the director of academic services at Alvernia University’s O’Pake Institute and an assistant professor of biology in the Science Department, specializing in microbial ecology. His undergraduate courses emphasize the incredible diversity of life on our planet, and his research examines how microbes interact with their surrounding environment and each other to engineer healthy ecosystems. Becker earned his B.S. in biology from the University of North Carolina at Chapel Hill and his Ph.D. in biological oceanography from the Massachusetts Institute of Technology. His teaching philosophy is rooted in local and international experiential learning opportunities for Alvernia students that promote lifelong learning.

O’PAKE FELLOWS PROGRAM

FELLOWS PROGRAM

O’PAKE FELLOWS

O’PAKE FELLOWS PROGRAM

The O’Pake Fellows Program is the cornerstone of experiential learning at Alvernia University’s O’Pake Institute for Economic Development and Entrepreneurship. This distinguished program provides undergraduate and graduate students with the opportunity to apply their classroom knowledge in real-world settings while working alongside entrepreneurs, small businesses, regional partners, faculty and mentors.

Fellows benefit from comprehensive professional development, one-on-one mentoring and targeted training that prepares them for client-facing roles. Each Fellow is thoughtfully matched with clients and projects that align with their academic focus and career goals, giving them the chance to deliver real solutions to real challenges. From market research and business planning to intellectual property analysis and financial modeling, Fellows gain hands-on experience that builds technical proficiency, critical thinking, and leadership skills.

The program’s commitment to personal and professional growth is further strengthened by the Professionals-inTraining (PIT) initiative, which provides multiyear coaching in leadership, communication and industry-specific

competencies. Graduates leave the program with a robust portfolio of client projects, enhanced confidence and the tools they need to succeed in their chosen fields.

To broaden its reach, O’Pake’s EmpowerED initiative introduces regional high school students to entrepreneurial thinking and experiential learning. These students participate in internships that foster innovative mindsets while supporting local businesses, and many go on to enroll at Alvernia.

Since its launch in 2020, the O’Pake Fellows Program has grown significantly. Twenty-eight Fellows were in the 20242025 graduating class, with 17 of the graduates accepting jobs in Pennsylvania. Since its inception in 2020, 76% of Fellows who have graduated from the program have received job offers prior to graduation and/or were accepted into advanced degree programs. The program maintains an 80% retention rate, underscoring its transformative impact on students’ academic and career trajectories. Through this innovative model of student-powered services, the O’Pake Institute continues to develop the next generation of business leaders and changemakers.

PROGRAM

THE FUTURE

O ce of Student

Experiential Learning

Professional Mentor Network

Financial Services

Accelerate AU

Develop a comprehensive recruitment and retention strategy to enroll 35+ Fellows annually, sustain 80% retention and generate $1M over four years.

Implement a tracking system to monitor recruitment, retention and engagement with actionable data.

Secure funding and partnerships to raise $50K+ annually and expand experiential learning opportunities.

Academic Services

Technology Transfer O ce

Community Impact & Economic Development

Creative Services

O’PAKE FELLOWS

INTERNS

KATHRYN

MELANSON

KENDALL MILLER Fellow

JORDYN MOYER

VANESSA PAPAY Fellow

JAREL RINGOLD Fellow of Sport Management

BRAEDEN RUTH Fellow of Marketing

FRANCISCO SANDOVAL Fellow of Accounting JAILYN SANSUR Fellow of Life Science

STEPHANIE SKORUPA Fellow of Engineering

EMILI STARE Fellow of Accounting

JAYDAN STEELE Fellow of Finance

EMMA STRUNK Fellow of Psychology and Business

AIDEN SWANN Fellow of Engineering

OLIVIA SWARTZ Fellow of Marketing ZANDER TEMPLETON Fellow of Sport Management

BRENDAN THOMAS Fellow of Marketing

LIZMARIE VEGA Fellow of Economics LUKE VOELKER Fellow of Accounting & Finance

CHLOE WEISS Fellow of Marketing

WILLIAM WHITE Fellow of Digital Media Marketing

ALLISON WOLF Fellow of Digital Media Marketing

O’PAKE FELLOWS

STUDENT SUCCESS STORIES

m ark c . evers

Mark Evers is a graduate assistant in the Ph.D. in Leadership program with a concentration in corporate leadership, specializing in arts and entertainment within the Community and Economic Development Department at Alvernia University. In this role, Evers focuses on bridging the gap between the university and the surrounding Reading community, working with local artists, entrepreneurs and Alvernia clients such as the Miller Gallery. His projects include helping artists gain exposure, supporting entrepreneurs in business growth and assisting clients with operational strategies to enhance faculty efficiency. Evers also mentors undergraduate fellows, providing them with hands-on experience and expanding their professional networks.

Evers is expected to graduate with a Ph.D. in 2027.

M arisol M artinez a lvarez

Marisol Martinez-Alvarez is a graduate assistant in the MBA program at Alvernia University. Her most significant project at the O’Pake Institute has been the successful launch of new initiatives for Compass Media, including the creation of essential marketing resources such as templates, training materials and standard operating procedures (SOPs). These initiatives have streamlined onboarding, enhanced skill development and ensured consistency in creative output, making Compass Media a distinct and self-sustaining arm of Creative Services. MartinezAlvarez's work has laid a foundation for future marketing interns, Fellows and staff to build on, ensuring high-quality service for clients and supporting the Institute’s experiential learning model.

Martinez-Alvarez is expected to graduate in December 2025 with an

PROGRAM

MBA.

evan

thoM as

Evan Thomas is an undergraduate fellow in mechanical engineering at Alvernia University. One of his most significant projects at the O’Pake Institute involved working with the nonprofit organization NAME (Now All Must Evolve), founded by Jermell. The organization focuses on providing youth with opportunities in athletics, science and engineering to help keep them off the streets. Jermell sought the O’Pake team’s help to create a chocolate mold in the shape of his company’s logo, which featured a unique yin-yang design. Thomas and his team successfully produced a silicone mold that allowed NAME to create chocolates with the logo, providing a product for marketing and future fundraising. This project was particularly meaningful for Thomas, as it marked his first experience in a project management role after being promoted to team lead. The success of this project also contributed to the O’Pake Institute’s reputation, as it helped NAME gain exposure and attracted future clients.

Thomas is expected to graduate in May 2025 with a degree in mechanical engineering and a minor in physics and math.

Ja DeN roma N

Jaden Roman is an undergraduate fellow in computer science at Alvernia University. One of his most significant projects at the O’Pake Institute involves the Hologram Initiative with O’Pake SPARK incubator tenant Agent23 AI, transforming digital AI assistants into holograms for use in schools and businesses to help students and staff get directions, request meetings or learn more about campus. He is also developing FENRIR, a robotic dog that integrates AI-powered tools and open-source investigation software to identify and gather data on potential cybersecurity threats. These projects are particularly meaningful to Roman as they mark his first major leadership roles and allow him to ensure AI has a positive and helpful presence on campus.

Roman is expected to graduate in 2026 with a degree in computer science and a focus in cybersecurity.

O’PAKE SERVICES

SERVICES

SPARK BUSINESS

Since its inception, the O’Pake Institute has supported close to 700 clients, reaffirming its dedication to fostering entrepreneurship and driving regional economic growth. The John R. Post Center at Reading CollegeTowne, which opened in August 2021, transformed the SPARK Business Incubator from a virtual service into a vibrant physical hub for entrepreneurs. With seven in-person and five virtual tenants and a growing waitlist, the incubator has operated at full capacity, reflecting its vital role in the community.

Expanding its reach, the O’Pake Institute collaborates with key partners including the JumpStart Incubator, Penn State LaunchBox, SCORE and the Kutztown Small Business Development Center to provide comprehensive support to both nonprofit and for-profit businesses. Entrepreneurs benefit from services ranging from business plan development and financial planning to market research, intellectual property management and venture investment preparation.

The Institute’s impact grew even further with the establishment of Pottsville CollegeTowne and the launch of a second SPARK Business Incubator location. This expansion now offers us the ability to partner closely with PADCO and provide Schuylkill County businesses with enhanced access to critical resources, enabling both early-stage ventures and established organizations to thrive.

As the O’Pake Institute continues to innovate and expand, it remains a cornerstone for entrepreneurial support, student experiential learning and sustainable economic development throughout the region.

INCUBATOR THE FUTURE

O ce of Student Experiential Learning

Professional Mentor Network

Financial Services

Academic Services

Accelerate AU

Identify and implement new program offerings for client technical assistance to enhance client growth and student experiential learning.

Define core service delivery competencies to ensure consistent, high-quality support for clients.

Implement a streamlined, automated intake system that aligns with institutional priorities and enhances staff and client interactions.

Establish new partnerships to expand the O’Pake model and business technical assistance offerings into surrounding counties while increasing our client portfolio.

Technology Transfer O ce

Community Impact & Economic Development

Creative Services

SPARK BUSINESS

INCUBATOR CLIENT CASE STUDIES

Success Story: Folino Estate Winery

The O’Pake Institute partnered with Folino Estate Winery to provide comprehensive strategic planning support. Our team, which included O’Pake staff, graduate assistants, undergraduate fellows and high school interns, collaborated to deliver a tailored plan designed to help the winery identify opportunities for growth and expansion.

Challenge:

Folino Estate Winery was at a pivotal stage in its growth. The leadership team recognized the need to develop a clear capital funding strategy and a strong strategic direction to achieve ambitious goals. They faced the challenge of expanding their locations and transforming into a true destination resort, all while adding staff, streamlining operations and maintaining positive cash flow. At the same time, it was essential to ensure that any plan for growth aligned with their mission and vision while not disrupting day-to-day operations. The winery needed a comprehensive plan that brought these moving parts together into one cohesive strategy.

Insight:

Through this partnership, Folino Estate Winery gained fresh perspectives and technical assistance from a multilevel team of students and professionals. The collaborative process not only produced a strategic plan but also highlighted the value

of community engagement and workforce development, as students worked side by side with industry leaders on realworld business challenges.

Success:

The winery was highly impressed with both the plan and the students who contributed to its development. It offered the graduate assistant in finance a CFO internship, with the intention of hiring them after graduation. Folino Estate has since put the strategic plan into action, using it as a road map to open a second and third location, with additional plans to expand nationally. This outcome demonstrates the impact of partnerships that connect businesses with student talent, delivering technical assistance while cultivating the next generation of leaders.

INCUBATOR

MENTORS & PROFESSIONAL

EMPOWER & ELEVATE

PROFESSIONAL MENTOR NETWORK

In 2025, the O’Pake Institute has been hard at work revamping its Empower & Elevate Professional Mentor Network to ensure meaningful and rewarding experiences for both mentors and mentees. This dynamic program is designed to strengthen connections between students and business professionals, community leaders and industry experts while addressing the whole student, so they receive the support they need to thrive academically, professionally and personally.

The program offers a comprehensive framework that includes goal setting, regular mentor-mentee meetings and reflective practices. Mentors commit to meeting with their mentees at least once per month, providing guidance, encouragement and professional insight. Mentees actively participate by setting goals, planning meetings and reflecting on their progress. To maximize the impact of every relationship, mentor pairing is done in a thoughtful and intentional manner, ensuring alignment with each student’s career aspirations, passions and interests. The 2025 program also introduces several key enhancements designed to strengthen the experience for everyone involved:

Mentor Breakfast Kickoff in the fall to launch the program and build connections from the start.

Quarterly check-ins to ensure mentor-mentee pairings are successful and requirements are being met.

Monthly mentor-mentee connections to foster consistent engagement and progress.

Midyear progress reviews to evaluate goals and provide additional support as needed.

The O’Pake Institute’s unwavering commitment to student and client success is at the heart of this program. Mentorship is not just one element of what we do, it is the key driver in unlocking the potential of the next generation of leaders, innovators and changemakers. By pairing O’Pake graduate assistants and Fellows with experienced mentors, we create

opportunities for deeper learning, stronger relationships and lasting impact.

Through the Empower & Elevate Professional Mentor Network, we are not just enhancing student experiences; we are also building a brighter future for our community, one mentor-mentee relationship at a time.

PROFESSIONAL SERVICE

PROVIDERS NETWORK

As part of the O’Pake Institute’s ongoing commitment to fostering entrepreneurship and experiential learning, we are actively building out the Professional Service Providers Network. This will be a collaborative ecosystem designed to connect entrepreneurs, small businesses and student consultants with trusted experts across a range of professional fields. This growing network will serve as a critical resource hub, offering access to specialized guidance in areas such as legal services, accounting, intellectual property, marketing, human resources, finance and technology.

In the coming year, we will focus on formalizing relationships with both regional and national service providers, ensuring that clients and students alike benefit from consistent, highquality expertise. Through structured partnerships, service providers will contribute to client projects, participate in educational workshops and offer pro bono or reduced-rate services that enhance business success while creating rich learning opportunities for our Fellows.

Our strategy includes developing a vetted directory of providers, hosting networking and training events to deepen collaboration, and integrating these professionals more fully into our student-powered consulting model. By expanding this network, we aim to create a seamless support system that strengthens client outcomes, enriches student experiences and reinforces the O’Pake Institute’s role as a hub for inclusive, community-focused economic development.

THE FUTURE

O ce of Student Experiential Learning

Professional Mentor Network

Financial Services

Accelerate AU

Grow the mentor network through increased participation, engagement and recognition.

Formalize the service provider network to deliver consistent expert support.

Integrate both networks to strengthen client outcomes and student learning.

Academic Services

Technology Transfer O ce

Community Impact & Economic Development

Creative Services

FINANCIAL SERVICES

FINANCIAL SERVICES

The Financial Services Department at O’Pake plays a vital role in advancing entrepreneurship and small business growth throughout our footprint by delivering comprehensive, tailored financial support and expert guidance. Through strategic partnerships and a client-centered approach, we provide entrepreneurs with a unique blend of services, including customized business education focused on financial due diligence, access to critical microgrants and microlending opportunities, and valuable connections to economic development stakeholders and venture capital networks. Our team works closely with business owners to prepare them thoroughly for loan and grant applications, ensuring they are well positioned to secure necessary funding. In response to evolving community needs, we are currently reimagining our financial services program to enhance its impact, prioritizing expanded access to capital, strengthened financial literacy initiatives and personalized technical assistance that drives sustainable business success. By leveraging the expertise of our staff and the strength of our partnerships, the Financial Services Department remains steadfast in its commitment to empowering local entrepreneurs, fostering economic growth and building financial resilience within the communities we serve.

The Financial Lending and Innovation Collaborative

A cornerstone of O’Pake’s financial services is the Financial Lending and Innovation Collaborative (FLIC), a dynamic initiative dedicated to supporting early-stage entrepreneurs and small businesses by increasing access to capital. This initiative is powered by a coalition of financial institutions and community partners committed to fostering economic development and financial inclusion. This year, we had the privilege of awarding the following organizations:

Catapallo VR, owned by Dr. Kryn McClain Rowlands Performance, owned by Stayce and James Rowlands Infinity Body Sculpting, owned by Sabrina Tidmore Paradise Island Smoothie, owned by Amarjit K. Mann Queens Café, owned by Sabrina Elmarzouky

FINANCIAL SERVICES

Launched in July 2022, the O’Pake Venture Investments Group equips high-growth startups with the tools, resources and connections they need to accelerate their journey from concept to capital. Our team provides tailored support at each stage for everything from early-stage ventures to more mature startups preparing to engage investors. We work alongside founders to craft compelling pitch decks, develop financial projections and shape strategic business plans. Through O’Pake’s Innovation Subcommittee and a network of community and regional partners, startups gain access to additional investment opportunities and strategic relationships, ensuring they can scale and thrive.

Since our inception, the group has supported numerous startups in navigating the complex investment landscape, turning innovative ideas into sustainable businesses. Our approach combines hands-on technical assistance, strategic capital connections and in-kind resources, building a foundation for long-term success in the regional and national entrepreneurial ecosystem.

SERVICES

THE FUTURE

O ce of Student

Experiential Learning

Professional Mentor Network

Financial Services

Academic Services

Accelerate AU

Develop microlending partnerships with regional lenders.

Add financial services Quickbooks training/GL setup and financial report analysis.

Grow our portfolio of equity-based investments by 30%.

Technology Transfer O ce

Community Impact & Economic Development

Creative Services

TECHNOLOGY TRANSFER

TECHNOLOGY TRANSFER OFFICE

The O’Pake Technology Transfer Office (TTO) empowers businesses, researchers, faculty and students across Greater Berks County and the regions we serve to transform innovative ideas into real-world solutions. By guiding inventors through intellectual property protection, licensing and commercialization strategies, we help ensure that promising technologies have a clear path to market.

Since its inception, the office has secured patents, licensed technologies to industry partners and supported the launch of startup ventures. Through targeted workshops, one-onone consultations and strategic collaborations, we cultivate

THE FUTURE

an entrepreneurial culture that bridges research and market impact.

By connecting innovators with investors, industry leaders and regional partners, the O’Pake TTO accelerates commercialization, drives regional economic development and positions inventors for sustainable success. Our work ensures that breakthrough ideas not only advance knowledge but also deliver tangible benefits to communities and industries alike.

Launch an annual Innovation Symposium and Showcase.

Expand intellectual property training beyond O’Pake staff and students.

Develop a comprehensive monetization strategy.

TRANSFER

COMMUNITY & ECONOMIC

COMMUNITY ENGAGEMENT

CULTURAL

COALITION

The O’Pake Community Development Department continues to advance its mission of fostering inclusive growth, strengthening community connections, and creating meaningful opportunities for individuals and small businesses across the regions we serve. This year, the department achieved significant milestones in its core focus areas of financial empowerment, culturally responsive programming and strategic partnerships.

Through funding received from M&T Bank and MidPenn Bank, we successfully launched our Bilingual Financial Empowerment Program in February, engaging 30 participants. The program provided practical tools and guidance for managing personal and business

finances, and participants achieved measurable outcomes that strengthened their financial stability and growth potential. This initiative represents a significant step toward providing accessible, actionable financial education to our diverse community.

In addition to programmatic work, we have focused on partnership development, connecting with local organizations such as the Reading Firefighter’s Museum, the Reading Recreation Center and the Women’s Club of Reading (WCR). These engagements allow us to better understand existing programming and community needs while leveraging O’Pake’s resources, expertise and networks to enhance their efforts. By collaborating with these organizations, we amplify impact, foster innovation and ensure that community development initiatives are inclusive and sustainable.

Looking ahead, the Community Development Department remains committed to expanding culturally responsive programs, creating additional financial empowerment opportunities and deepening strategic partnerships. Through these efforts, O’Pake continues to empower residents, strengthen local organizations, and contribute to a thriving and equitable regional community.

ECONOMIC DEVELOPMENT

ECONOMIC DEVELOPMENT

Over the past year, the Economic Development Department has focused on advancing strategic initiatives that align with the Alvernia Strategic Plan and the CollegeTowne Strategy, ensuring that economic growth efforts are closely connected to the long-term vision for innovation, education and community development in all the regions we serve. By evaluating opportunities across multiple sectors, the department has prioritized initiatives that not only foster student experiential learning and sustainable growth but also strengthen the link between higher education, workforce development and community needs.

A central focus has been on forging strategic municipal partnerships that leverage shared resources and align goals to

maximize impact, especially on our Fellows and interns. These collaborations have supported Alvernia’s mission by expanding access to opportunities, streamlining program delivery and positioning the regions we serve, including Reading and Pottsville, as hubs for both academic and economic innovation.

Looking ahead, the department will continue to deepen its role within the CollegeTowne Strategy, building stronger connections between the university, municipal leaders community stakeholders and our students. Through this work, we remain committed to driving economic vitality, expanding opportunities and advancing the entire community to be thriving regional centers for growth and innovation.

COMMUNITY & ECONOMIC

“Finanta has come to regard the O’Pake Institute as a trusted partner, recognizing that its values and commitment to community engagement closely align with our mission of building strong, impactful partnerships.”

Shannon Leonhard Vice President, Community Lender Finanta

“Our partnership with O’Pake gives Tec Centro students hands-on opportunities to explore entrepreneurship, building skills that support their long-term success. Through mentorship, training and access to resources, students learn how to develop business ideas, manage operations and navigate real-world challenges. This collaboration not only empowers students to launch ventures that sustain their futures but also fosters their ability to contribute meaningfully to the local economy. By equipping students with entrepreneurial skills and confidence, the partnership helps create a pipeline of innovative, capable individuals who drive economic growth and community impact.”

Violet Emory Executive Director Tec Centro Berks (BLWDC)

DEVELOPMENT

THE FUTURE

O ce of Student Experiential Learning

Professional Mentor Network

Financial Services

Accelerate AU

Launch new community programs that expand reach and impact.

Grow engagement by increasing the number of community members served across all programs.

Build and strengthen partnerships with local organizations while tracking impact metrics aligned with program goals.

Academic Services

Technology Transfer O ce

Community Impact & Economic Development

Creative Services

ACADEMIC SERVICES

ACADEMIC SERVICES

The Academic Services division of the O’Pake Institute for Economic Development and Entrepreneurship connects Alvernia University’s academic community with the Institute’s commitment to regional economic and community development. Grounded in the values of a liberal arts education and Alvernia’s Franciscan heritage, Academic Services facilitates student-faculty/staff partnerships that enhance scholarship, promote transformative experiential learning, and support community needs through collaborative nontraditional support.

During the 2024-2025 academic year, the O’Pake Institute facilitated academic service projects ranging from helping faculty develop professional websites to a large interdisciplinary project addressing food insecurity in the city of Reading. Three students presented their facultymentored research projects at the Berks Biomedical Innovation Collaborative’s Inaugural Bioscience in Berks Conference. Ten fellows, working alongside six faculty members, created Homegrown Health, an educational program designed to empower Reading residents to sustainably grow healthy food at home. During the design phase, fellows and faculty collaborated with community partners to identify gaps in current efforts to increase access to healthy food in Reading and began preliminary designs for a low-cost modular tower engineered to sustainably grow crops on a small scale in city residences.

STAFF PUBLICATIONS & PRESENTATIONS

HONORS, GRANTS AND CERTIFICATIONS

Becker, J. W. (2024, August). Named director of research for the Amazon Center for Environmental Education and Research.

Epps, L. (2024, October 19). International Latino Book Award Winner, Best Young Adult Non-Fiction, Our Voices: Little Stories Through a Latina Lens. Los Angeles, CA.

Epps, L. (2024, October 19). International Latino Book Awards Honorable Mention, The Dolores Huerta Best Cultural & Community Themed Book, Our Voices: Little

Stories Through a Latina Lens. Los Angeles, CA.

Becker, J. W. (2024, November). Exploring Zoonotic Disease Reservoirs Hidden in a Keystone Resource. Georgetown University ECo Impact Grant Award.

Herrera, A. (2024, November). Bloomberg Market Concepts Certification.

Herrera, A. (2024, November). Bloomberg Environmental Social Governance (ESG) Certification.

Martinez-Alvarez, M. (2024, November/December). Featured in The Alvernian Staff Highlights.

Hestor, K. (2024, December). Certified Practitioner, Everything DiSC® Certification. Wiley Inc.

Epps, L. (2025, March 15). Citation from the commonwealth of Pennsylvania, House of Representatives, in recognition of Women’s History Month.

Becker, J. W. (2025, April 23). Alvernia University 5-year Service Award.

Ridley, R. S., Sr. (2025, April 23). Alvernia University 5-year Service Award.

Heaps, B. (2025, April 25). TreMonti Training Course, Certification in Technology Transfer Core Elements, Reston, VA.

Heaps, B. (2025, April 25). Greater Reading Chamber Alliance Training Course, Certification in Project Management.

King, N. (2025, April 3). Certificate in Communication, Leadership & Recognition, 3rd Annual “Because You Matter” Conference. Alvernia University.

King, N. (2025, April 12). 3rd Place – Project Management Assessment, Pennsylvania FBLA Collegiate.

King, N. (2025, April 12). 3rd Place – Emerging Business Issues Case Competition, Pennsylvania FBLA Collegiate.

King, N. (2025). 7th Place – Emerging Business Issues Case Competition, FBLA National Leadership Conference.

King, N. (2025). 9th Place – Project Management Assessment, FBLA National Leadership Conference.

SERVICES

Martinez-Alvarez, M. (2025, May). Graduate Assistant Award, Alvernia University.

Martinez-Alvarez, M. (2025, May). Member, Delta Mu Delta Business Honor Society.

CONFERENCES AND MAJOR PROGRAMS

Epps, L. (2024, July). Founder and chair, Financial Empowerment Program Powered by O’Pake. Reading, PA.

Webster, D., & Ridley, R. S., Sr. (2024, August 1). Cofounders and co-chairs, 6th TecBridge Innovation Conference on Community Transformation. Raddison Hotel, Scranton, PA.

Epps, L., Evers, M., & Flores, F. (2024, September 27). Co-founders and co-chairs, 2nd Annual Latinos Unidos –Hispanic Heritage Month Celebration Event, Pioneers of Change: Shaping the Future Together. Alvernia University, Reading, PA.

Long, C., Ridley, R. S., Sr., & Webster, D. (2025, January 17). Co-founders and co-chairs, Berks Biomedical Innovation Collaborative – BiScience in Berks Conference. DoubleTree Hotel, Reading, PA.

Epps, L., Evers, M., & Flores, F. (2025, February 21). Co-chairs, 2nd Annual Black History Month Celebration Event, Freedom in Every Step, Pride in Every Voice. Alvernia University, Reading, PA.

PRESENTATIONS AND CREATIVE WORKS

Ridley, R. S., Sr., Fitzgerald, G., & Gilmour, J. (2024, July 21). Institutional Transformation in Turbulent Times: A Promising Case Study from Alvernia University. Paper presented at the Society of College and University Planning (SCUP) Annual Meeting, Philadelphia, PA.

Evers, M., & McNeil, E. (2024, August 1). Men of Color (MOC) Program: Transforming Communities. Paper presented at the 6th Annual TecBridge Innovation Conference, Scranton, PA.

Ridley, R. S., Sr. (2024, August 1). Industry Track Session chair, 6th Annual TecBridge Innovation Conference, Scranton, PA.

Hestor, K. (2024, September). Marketing and Consumer Trends. Roundtable panelist, Small Business Resource Association, Business Innovations Conference.

Long, C. (2024, September). Burnout to Balance. Paper presented at the Alvernia Women’s Council Leadership Conference, Reading, PA.

Long, C. (2024, September). Cultivating the Future Tech Transfer Workforce. Paper presented at the Association of University Technology Managers Webinar.

McNeil, E. (Host), & Ridley, R. (Guest). (2024, September 9). The Forge Focus Podcast (Episode 19). YouTube. https:// www.youtube.com/watch?v=t2Eub7PyHzQ

Long, C., Blakeslee, W., Ridley, R. S., Sr., Sabharwal, N., & Balachander, S. (2024, September 12). Monetizing Nontraditional University Assets. Paper presented at the AUTM Eastern Regional Meeting, Baltimore, MD.

Ridley, R. S., Sr. (2024, September 20). The O’Pake Institute. PADCO – O’Pake Summit, Pottsville, PA.

Epps, L. (2024, October 17). Keynote address, Reading Area Community College Hispanic Heritage Month. Reading, PA.

Becker, J. W. (2024, October 25). Genes in the Jungle: Environmental DNA in the Amazon Rainforest. Invited talk, Mengel Natural History Society, Reading, PA.

Ridley, R. S., Sr. (2025, January 8). Jumpstart in Reading. Presented to the Berks County Planning Commission, Reading, PA.

Epps, L. (2025, January 12). Guest speaker, R & L Creations Vision Board Workshop. West Reading, PA.

Epps, L. (2025, January 18–19). Panelist, Readers of the Valley 2025: Diversity in Writing Panel. Glendale, AZ.

Ridley, R. S., Sr. (2025, January 22). O’Pake Institute Update and Potential of Jumpstart Program in Reading. Presented to the Berks County Smart Growth Alliance, Reading, PA.

Becker, J. W. (2025, February). Nolde Forest as a Living Lab for Undergraduate Education. Invited talk, Nolde Forest Environmental Education Center, Reading, PA.

Ridley, R. S., Sr. (2025, February 21). Panelist, Cultural Coalition Presents Expressions of Excellence Black History

ACADEMIC SERVICES

Month Event. Reading, PA.

Long, C. (2025, March). Bridging the Gap: Project 6TM as a Model for Experiential Learning and Industry Collaboration. Paper presented at the ASEE Mid-Atlantic Conference, Alvernia University.

Long, C., Ridley, R. S., Sr., Blakeslee, W., & Sabharwal, N. (2025, March 5). Monetizing Nontraditional University Assets. Paper presented at the AUTM Annual Meeting, National Harbor, MD.

Long, C., Shahi, S., & Ridley, R. S., Sr. (2025, March 5). AUTM Small Office SIG. Training Course at the AUTM Annual Meeting, National Harbor, MD.

Becker, J. W. (2025, March 22). Exploring Art & Science through Microscopy. Workshop for K–12 educators, Delaware Teachers Institute, Winterthur, DE.

Dever, J. (2025, March 25–26). Judge, Berks County Intermediate Unit (BCIU) STEM Competition. Reading, PA.

Evers, M. (2025, April). AI-Generated Music and Its Role in Sustainable Creativity. Paper presented at the 3rd Annual College of Business Communications & Leadership – Because You Matter Conference.

Long, C., Leamy, J., & Nicoletti, N. (2025, April). Reimagining Leadership Assessment Tools for Evolving Workforce Expectations. Paper presented at the 3rd Annual College of Business Communications & Leadership – Because You Matter Conference.

Leamy, J., Long, C , Nicoletti, N., & Zuber, M. (2025, April 2). People-First, Value-Centered (PFVC) Leadership Behaviors Survey: A Novel Instrument for Assessing Idealized Leadership Practices. Inter-university Consortium for Political and Social Research. https://doi.org/10.3886/E224741V1-186677

Nagel, J., & Ridley, R. S., Sr. (2025, April 25). Agreement, Management & Compliance. TreMonti Training Course (Technology Transfer Core Elements), Reston, VA.

Ridley, R. S., Sr. (2025, April 25). A Small Office Approach: Utilizing Resources. TreMonti Training Course (Technology Transfer Core Elements), Reston, VA.

Meadows, H., & Ridley, R. S., Sr. (2025, April 25). Managing the Portfolio: Aging IP and Faculty Engagement. TreMonti

Training Course (Technology Transfer Core Elements), Reston, VA.

Epps, L. (2025, May 20). Keynote address, Communities in Schools: Ready, Set, Graduate Ceremony. West Reading, PA.

Long, C., Leamy, J., & Nicoletti, N. (2025, June). People-First Value-Centered Leadership. Paper presented at the Leadership and the Good Life Conference, West Chester University, PA.

Epps, L. (2025, June 14). Judge, Bless the Mic Poetry Slam. Reading, PA.

PEER-REVIEWED PUBLICATIONS

Becker, J. W., Pollak, S., Berta-Thompson, J. W., Becker, K. W., Braakman, R., Dooley, K. D., …Chisholm, S. W. (2024). Novel isolates expand the physiological diversity of Prochlorococcus and illuminate its macroevolution. mBio, 15(6), e03497–23. https://doi.org/10.1128/mbio.03497-23

Coe, A., Mullet, J. I., Vo, N. N., Berube, P. M., AnjurDietrich, M. I., Salcedo, E., … Becker, J. W., Chisholm, S. W. (2025). A curated protein dataset for taxonomic classification of Prochlorococcus and Synechococcus in metagenomes. Scientific Data. Advance online publication. https://doi.org/10.1101/2025.03.20.644373

Braakman, R., Satinsky, B., O’Keefe, T. J., Longnecker, K., Hogle, S. L., Becker, J. W., … Chisholm, S. W. (2025). Global niche partitioning of purine and pyrimidine crossfeeding among ocean microbes. Science Advances, 11, eadp1949. https://doi.org/10.1126/sciadv.adp1949

Kraus, L., Fredericks, S. Jr., & Scheeler, K. (2025). The epigenetic regulation of crosstalk between cardiac fibroblasts and other cardiac cell types during stress. Frontiers in Cardiovascular Medicine, 12, 1539826. https://doi. org/10.3389/fcvm.2025.1539826

KATELYN SCHEELER

Fellow of Life Science, showcasing her work at the Berks Biomedical Innovation Collaborative.

ACCELERATE AU

Empowering the Workforce of the Future Through Alvernia University’s O’Pake Institute and Graduate Adult Education Partnership

In an era where agility, innovation and workforce readiness are non-negotiable, the partnership between O’Pake and Graduate and Adult Education (GAE) at Alvernia University emerges as a strategic force, reshaping how professionals learn, grow and lead. United under the Accelerate with AU brand identity, this collaboration delivers more than education — it catalyzes transformation for individuals, organizations and communities alike.

THE POWER OF PARTNERSHIP

At the heart of this collaboration is Accelerate AU, Alvernia University’s innovative platform offering noncredit certificate programs tailored for working professionals and nontraditional students. These programs are built with real-world impact in mind, designed to close critical skill gaps, align with workforce demands and provide immediate pathways to employment or career advancement.

By partnering with O’Pake, a leading driver of accessible workforce development and entrepreneurial empowerment, Alvernia expands its reach and impact. O’Pake offers its deep community roots and practical experience in preparing learners for workforce entry or reinvention, while GAE delivers robust academic frameworks and industry-informed instruction. Together, they create a pipeline of opportunity for individuals who are eager to skill up and stand out.

UPSKILLING FOR A NEW ECONOMY

Whether it’s a young adult exploring new career options, a midcareer professional pivoting to a high-demand industry or a business seeking to future-proof its workforce, Accelerate AU programs meet learners where they are. O’Pake serves as a bridge, connecting students to high-value learning experiences that are both accessible and impactful.

These noncredit, career-focused certificates deliver the grit-togrowth model that defines Accelerate AU: Students bring the determination, and the programs provide the tools, flexibility and momentum they need to thrive. Nothing beats hands-on integration and learning within the O’Pake entrepreneurial incubator model.

Bernude Heaps

"My experience at the O’Pake Institute is transformative in shaping both my professional direction and personal development.

As a Ph.D. graduate of innovation at Alvernia University’s O’Pake Institute, I had the opportunity to merge my academic training with hands-on experience in technology transfer and innovation. In this role, I collaborated on technology transfer projects, supported startup development and engaged in community-based economic initiatives. Balancing academic responsibilities, professional growth and personal commitments strengthened my time management, adaptability and critical thinking skills.

The experience not only enhanced my understanding of how innovation drives educational and economic advancement but also guided my transition into a new professional path, one focused on applying creative, research-driven solutions to real-world challenges while continuing to grow as a lifelong learner and emerging leader in the field.

Collaborating with mentors and community partners strengthened my leadership, communication and critical thinking skills. Most importantly, O’Pake inspired me to see innovation not just as a concept, but as a pathway for service, growth and purposeful career development as transition into the next phase of my professional journey."

ENTREPRENEURIALISM AS A GROWTH ENGINE

One of the defining pillars of the O’Pake-GAE partnership is a shared commitment to entrepreneurialism as a tool for both personal and regional economic development. Graduate students working with O’Pake are immersed in real-world innovation through collaborations that support tech transfer, new ventures and community revitalization.

These experiences not only develop high-level competencies in innovation, leadership and project execution, they also generate tangible economic outcomes, fostering businesses, startups and initiatives that ripple across the region.

WORKFORCE DRIVEN, EMPLOYER ALIGNED

Through Alvernia’s Employer Partnership Programs, local and regional businesses are empowered to invest in their teams through preferred pricing on Accelerate AU offerings. This initiative supports talent retention, internal upskilling and innovation within companies, ensuring they remain competitive in an increasingly knowledge-driven economy.

The collaboration with O’Pake & GAE enhances this impact by providing customized programming and community-based outreach that aligns with the unique needs of both employers and the individuals they employ.

DRIVING COMMUNITY IMPACT

The O’Pake–GAE partnership is about more than education. It is also about impact.

• For students, it is a lifeline to new careers and brighter futures.

• For employers, it is a solution to address employment needs and to serve as a catalyst for innovation.

• For communities, it is an engine of economic mobility and empowerment.

Together, O’Pake and GAE are not just responding to the demands of today’s workforce, they’re also building the workforce of tomorrow, one certificate, one partnership, one dream at a time.

Accelerate with AU. Accelerate with purpose.

INSTITUTIONAL PARTNERSHIPS

GRADUATE AND ADULT EDUCATION

The partnership between the O’Pake Institute and the Department of Graduate and Adult Education Initiatives, and our focus on strategic partnerships and building nontraditional revenue, has been instrumental in driving leadership development and organizational growth for businesses across the region. Over the course of the year, this collaboration facilitated a series of impactful programs, underscoring the power of this alliance.

Together, we hosted multiple fall and spring Leadership Academies for more than 30 leaders from the Surgical Institute of Reading, with 10 participants subsequently enrolling in graduate degree programs at Alvernia University. These academies covered key areas such as organizational development, conflict resolution, team building and feedback mechanisms, alongside the use of DiSC leadership personality style profiles to enhance personal leadership understanding. Additionally, the Giorgio Leadership Academy empowered over 250 mid to senior-level managers, reinforcing leadership skills through targeted sessions.

Over 20 sessions were conducted using the Oz Principle to further enhance leadership, listening skills and feedback while also advancing DEI initiatives. These programs emphasized communication, cultural awareness and fostering a cohesive organizational culture.

The alliance between O’Pake and strategic partnerships/ sources of nontraditional revenue has significantly strengthened leadership across industries, serving as a model for collaborative success. These efforts not only contributed to organizational transformation but also generated $200,000 in nontraditional revenue for Alvernia, exemplifying the value of consultative services and innovative partnerships.

INSTITUTIONAL ADVANCEMENT

The Institutional Advancement (IA) team plays a pivotal role in securing resources by fostering a culture of philanthropy, engagement and collaboration. By building strategic partnerships and cultivating meaningful relationships, the

team helps advance Alvernia University’s Franciscan values and ensures a transformational educational experience for students and the broader community.

This past year, the IA team partnered closely with the O’Pake Institute for Community and Economic Development to enhance philanthropy efforts and support O’Pake initiatives. Together, they have successfully engaged graduate assistants in learning about university philanthropy and volunteerism through hands-on experience with annual funds, grants, class gifts, alumni relations, student engagement, special events and stewardship activities.

In addition to these efforts, the partnership has led to the development of new relationships and the strengthening of community ties across the region. This collaboration also supported the advancement of the Alvernia Women’s Council’s mission and the establishment of the O’Pake Alumni Affinity Group, creating lasting networks that support both student success and community engagement.

HOLLERAN CENTER

As Alvernia University’s Institutes of Excellence rooted in the Franciscan tradition, the Holleran Center for Community and Global Engagement and the O’Pake Institute enhance students’ college experience as well as the Greater Reading and Berks County communities. Together, the Institutes of Excellence nurture a new generation of leaders by fostering a lifelong commitment to service and social responsibility while supporting economic development in the region.

The Holleran Center plays a vital role in community engagement, allowing students to obtain service hours through community and on-campus volunteer opportunities. This year, the Holleran Center partnered with the O’Pake Institute to provide students in the Fellows Program with the opportunity to obtain hands-on learning experiences that emphasize both service and professional development. Through this partnership, two O’Pake Fellows were assigned to the Holleran Center, where they supported key initiatives around creative marketing and communications for the center.

The O’Pake Institute, a catalyst for regional economic and community development, has worked closely with the Holleran Center to align our community development and outreach activities. By ensuring collaboration across

PARTNERSHIPS

departments, both centers have successfully avoided duplication of efforts and have broadened the scope of impact, particularly in serving the needs of students, local organizations and businesses. This partnership will continue to allow for streamlined community programming and a united approach to improving the quality of life in the surrounding community.

In addition to the experiential learning opportunities, the centers connect to provide community service opportunities, offering Alvernia students chances to work with O’Pake clients on service projects. This integration of service and professional growth reinforces the university’s commitment to developing engaged citizens who are prepared to contribute meaningfully to society on graduation.

By blending economic development, community engagement and student service, the partnership between the Holleran Center and the O’Pake Institute exemplifies the power of collaboration in achieving shared goals of enhancing both campus and community vitality.

OFFICE OF MARKETING & COMMUNICATION

The partnership between the O’Pake Institute and the Office of Marketing and Communication (OMC) plays a vital role in shaping the O’Pake Institute’s voice and image, ensuring alignment with Alvernia University’s brand identity. This collaboration empowers the O’Pake Institute to communicate its mission and impact effectively, both internally and to the broader community. By adhering to the university’s brand standards, the OMC provides the O’Pake Institute with the tools and guidance necessary to craft a consistent and authentic narrative.

Through this partnership, the O’Pake Institute has developed its own distinct voice, which enhances its ability to promote strategic marketing services and highlight student-powered consulting initiatives. This unified approach amplifies the Institute’s presence across the region, positioning O’Pake as a trusted resource for entrepreneurs, small businesses and community organizations. The collaboration serves as a model for leveraging brand identity to strengthen community

engagement and economic development efforts while reinforcing Alvernia University’s mission and values.

TOTAL EXPERIENCE LEARNING

The Total Experience Learning® (TExpL®) Institute is an interdisciplinary, experiential-based educational model headquartered at Alvernia University. The methodology positions learning as an exploration beyond conventional classroom boundaries. Through its educator-centered professional development, graduate-level coursework; K–12 research programs; immersive summer camps; and commitment to community development, TExpL empowers learners and instructors to co-design projects, apply project management methods and integrate real-world problemsolving into instruction. The TExpL suite of offerings aims to balance theory and practice, spark curiosity, catalyze agency and deepen critical thinking skills in students of all ages. In this way, TExpL serves as an engine for Alvernia’s mission to foster broadly educated, lifelong learners through experiential opportunities.

Similarly, the O’Pake Institute functions as a hub for studentcentered experiential engagement, deeply oriented around entrepreneurship, economic development and small business impact. Both TExpL and O’Pake emphasize collaboration across stakeholders (students, faculty, specialists and community partners), prioritize immersive, project-based work, and intentionally blur the boundaries between traditional learning methods and real-world experience.

Vice President of Innovation & Educational Ventures at Alvernia University and Founder of Total Experience Learning, Dr. Adelle Schade, stated that TExpL and O’Pake are working together to develop new ways to align their student engagement and outreach efforts. She explained that this collaboration is strengthening an undergraduate pipeline for Alvernia by building meaningful relationships with a wide range of stakeholders. By highlighting the natural fit between the two programs, the initiative aims to increase interest among district partners, enhance student and family engagement, and expand overall community partnerships.

HIGHLIGHTS

HIGHLIGHTS

STAFF REFLECTIONS

RODNEY S. RIDLEY SR., PH.D., RTTP

A Bright Future Awaits

After years of preparation and development, we have finally assembled the people, the investment, the systems, the partnerships, the opportunities and the plan to rapidly propel us into a bright, mission-aligned and financially sustainable future. We have been fortunate enough to receive investment from the Alvernia University senior leadership team and our partners, as well as an NSF EPIIC grant, all of which have allowed us to grow. With the increase in personnel and related resources, we are poised to expand and generate new revenue.

We are also expanding our EmpowerED program and plan to add to our services, including microlending and additional business services.

We also see a bright future in municipal activity, including the City Revitalization and Improvement Zone (CRIZ) and the potential for the restoration of the Schuykill River Passenger Rail service.

LIZETTE

EPPS, MBA, CUDE

Bilingual Financial Empowerment Program Development and Launch

The development and launch of the Bilingual Financial Empowerment Series represents a strategic initiative addressing critical gaps in accessible financial literacy

resources for Berks County residents, businesses and entrepreneurs. Conceptualized through the Cultural Coalition's community needs assessment, this comprehensive program secured funding through the Neighborhood Assistance Tax Credit Program (NAP) and financial support from M&T Bank and Mid Penn Bank.

The curriculum encompasses 15 sessions delivered by through in-person, virtual and self-paced formats from February through September, offering dual tracks in entrepreneurial finance and personal finance. Content ranges from foundational topics such as credit management to specialized business applications, including lending strategies and fraud prevention. O'Pake Fellows Program students contributed directly to curriculum development and presentation, gaining practical experience while building institutional capacity for sustained program delivery.

The bilingual delivery model directly addresses linguistic barriers to financial education access, expanding reach within Berks County's diverse entrepreneurial community. This initiative exemplifies strategic community engagement, translating identified needs into actionable programming that supports the region's economic development goals and establishes a replicable model for addressing systemic barriers to entrepreneurial success.

Strategic Planning Client Service Launch

The O'Pake Institute launched a Strategic Planning Client Service designed to help regional organizations align business plans, financial projections and organizational culture through comprehensive, collaborative planning processes. This service addresses a critical need among small to midsized organizations for accessible strategic planning expertise, providing clients with clear road maps for growth, resource prioritization frameworks and accountability mechanisms

JOHN STETLER, M.S.

REFLECTIONS

that connect operational activities to long-term objectives. A distinguishing feature of this initiative is its integrated workforce development model. Graduate assistants, undergraduate O'Pake Fellows and EmpowerED high school interns actively contribute to client engagements, working alongside industry leaders to deliver actionable strategic recommendations. This approach enhances service quality through multigenerational perspectives while simultaneously building students capacity to independently facilitate strategic planning initiatives in their future careers.

The service delivery model creates reciprocal value, providing businesses with high-impact strategic guidance at accessible price points while offering students authentic professional experience in organizational consulting. This initiative exemplifies the O'Pake Institute's commitment to connecting academic resources with business community needs, advancing both regional economic competitiveness and talent pipeline development through a sustainable, replicable model.

JOHN DEVER

EmpowerED High School Internship Program Expansion

The EmpowerED High School Internship Program achieved significant growth during the 2024-2025 academic year, demonstrating strong regional demand for experiential learning opportunities in entrepreneurship and innovation. Program enrollment expanded fivefold, from 10 to 50 students, while school district participation doubled from seven to 14 districts across the region. This substantial scale increase reflects the program’s value proposition and effective partnership development with regional educational institutions. Program participants demonstrated exceptional achievement, exemplified by an intern advancing to the finals of the TecBRIDGE High School Business Pitch Competition. This recognition validates the quality of mentorship and skill

development embedded within the EmpowerED curriculum and showcases students' capability to compete at elevated levels.

Strategic collaboration with the mayor’s Summer Youth Program expanded access to underserved populations, with five Summer Youth Program participants integrating into the EmpowerED Internship cohort. Additionally, the program hosted all 50 Summer Youth Program participants at CollegeTowne for an immersive day of engagement, broadening exposure to entrepreneurial pathways and higher education opportunities. This partnership model demonstrates scalable approaches to youth workforce development and positions EmpowerED as a cornerstone initiative for cultivating the region’s next generation of entrepreneurs and business leaders.

Berks Biomedical Innovation Collaborative Conference Leadership

Serving as co-chair for the inaugural Berks Biomedical Innovation Collaborative (BIC) “Bioscience in Berks” conference represented a significant strategic achievement with measurable impact on regional bioscience development. This landmark event successfully convened over 130 stakeholders across the biomedical ecosystem, including representatives from regional academic institutions, health care systems, industry partners and investment groups. Participants ranged from undergraduate students to executive leadership, demonstrating the breadth of interest in advancing Berks County’s bioscience sector.

The conference exceeded initial fundraising targets and generated substantial stakeholder engagement, catalyzing several new collaborative initiatives that will strengthen the region’s biomedical innovation infrastructure. The demonstrated commitment from diverse sectors positions the BIC as a vital platform for fostering strategic

CAITLIN LONG, PH.D.

STAFF REFLECTIONS

partnerships and driving economic development through bioscience innovation. This initiative aligns directly with our organization’s mission to advance regional economic growth through strategic sector development, and the success of this inaugural conference establishes a strong foundation for sustained momentum in the bioscience sector.

WINNIE GUTIERREZ, MBA

From Student to Staff

At its core, the mission of the O'Pake Institute is to provide its students with the experiential learning opportunities necessary for them to be successful once they graduate. This is successfully done through the Fellows Program. It not only cultivates professional growth but also empowers students to discover their passions and take bold, creative risks in a supportive environment.

Transitioning from an O'Pake graduate assistant to a full-time staff member has been a powerful testament to the program's impact. As a student, I gained firsthand knowledge of the inner workings of the O'Pake Institute while learning how to collaborate and innovate. Now, as a staff member, applying that experience to serve both clients and student management has been instrumental in the management of the operations and creative services deparment for the Institute.

Guiding Fellows as they develop confidence, think outside the box and bring fresh perspectives to entrepreneurial projects has been one of the most rewarding aspects of this journey.

The program's influence extends beyond professional skillbuilding. This program creates a community where students are encouraged to explore ideas fearlessly, embrace creativity and step into leadership roles with purpose and vision.

KATIE HESTOR, M.A.

O'Pake Fellows Program Recruitment Success

The recruitment cycle for the O'Pake Fellows Program exceeded established targets, securing 36 Fellows against a goal of 35 students. This achievement represents a critical milestone in establishing the program's operational foundation and demonstrates strong student interest in experiential learning opportunities focused on economic development and entrepreneurship. Surpassing first-year recruitment objectives is particularly significant given the competitive landscape for student engagement programs and validates the Fellows Program's value proposition. The successful cohort recruitment directly contributes to the long-term sustainability of the O'Pake Institute by establishing a robust pipeline of student talent to support ongoing community economic development initiatives, research activities and programmatic delivery.

Fellows serve as essential capacity-building resources, providing technical assistance to startups, small businesses, established companies and nonprofits while supporting program development and community engagement, delivering solutions that strengthen both the community and the regional economy. This success positions the program for continued growth while simultaneously advancing the Institute's mission to cultivate the next generation of innovators, changemakers and community leaders.

REFLECTIONS

FABIOLA FLORES

Financial Empowerment Program Builds Confidence and Lasting Impact

One of my proudest accomplishments was the launch and development of the Financial Empowerment Program. The systems and structure established this year enhanced consistency, supported measurable outcomes, and positioned the program for long-term sustainability and growth. The initiative has fostered meaningful engagement among participants and strengthened the overall impact of our financial education efforts.

It was especially rewarding to see the fellows who facilitated the sessions grow in confidence and effectiveness, connecting more naturally with their audiences each time. Offering bilingual sessions provided valuable insight into how accessible financial education can influence individuals’ financial behaviors and confidence. Hearing participants’ stories and seeing the program gain recognition at various levels underscored its importance and long-term potential.

IN THE NEWS

THE EXTERNAL COMMUNICATIONS COMMITTEE (ECC)

ECC is a student-powered public relations group that strategically manages the O’Pake Institute’s marketing and communications activities. This department works directly with Alvernia University’s Office of Marketing and Communications.

Here are pictures of highlights from our activity from June 2024 to July 2025.

THE O’PAKE INSTITUTE PRESS RELEASES

SOCIAL MEDIA

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ACKNOWLEDGMENTS

Winifred Gutierrez

EDITOR MANAGING EDITORS

Lizette Epps

Winifred Gutierrez

Sarah Matarella

Kristopher Nolt

DESIGNER

Jordan Hall

CONTRIBUTING PHOTOGRAPHER

Jennifer Weasner

Max Horn

Sarah Matarella

Logan Goldenberg

Susan L. Angstadt Photography

Dan Z. Johnson Photography

ACKNOWLEDGMENTS

FOR MORE INFORMATION, PLEASE CONTACT: https://www.alvernia.edu/opake-institute VISIT OUR WEBSITE: opake.alvernia.edu/ O’Pake Institute @opake.institute The O’Pake Institute FOLLOW US: