July 2024-June 2025
MESSAGE DRAFT
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 micro-lending 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
DRAFT
EXECUTIVE SUMMARY DRAFT
EXECUTIVE SUMMARY
DRAFT
MAJOR INITIATIVES
O’Pake Institute and Tec Centro Berks empower Latine entrepreneurs through new partnership.
Katie Hestor joins the team as the director of student & client services.
July 2024
John Dever joins the team as the assistant director of student experiential learning.
December 2024
July
Winnie Gutierrez joins the team as the operations manager.
November
Fabiola Flores joins the team as the community impact specialist.
O’Pake Institute fosters workforce development innovation with John Paul II Center.
INITIATIVES TIMELINE
O’Pake Institute receives funding to create bilingual financial empowerment series.
First Financial Empowerment session was held at CollegeTowne.
O’Pake finalized its strategic plan.
Berks Biomedical Innovation Collaborative (BIC) partnered with The O’Pake Institute to host the inaugural Bioscience in Berks: Innovation Symposium.
Graduated 28 students from the program.
EmpowerED Partners with the Mayor’s Summer Youth Initiative.
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.
- Rodney S. Ridley Sr., Ph.D., RTTP
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
O’PAKE DRAFT
THE O’PAKE FOR ECONOMIC
DEVELOPMENT
DEVELOPMENT & ENTREPRENEURSHIP
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 & 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 Senator 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.
GUIDED BY OUR MISSION DRAFT
MISSION
GLYNIS A. FITZGERALD, PH.D. President
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 DONORS:
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). Comprised 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
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
SHAWN
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 chair/director and associate professor in the ABET-accredited 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. Lizette’s 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.
Lizette 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, Lizette leads an award-winning enterprise that combines business strategy with social impact. A multi-award-winning and best-selling author, she uses her platform to amplify diverse voices, foster equity, and inspire meaningful dialogue.
At the O’Pake Institute, Lizette’s 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, overseeing a substantial grant portfolio and campus capital projects and managing 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’ 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.
Long is a dedicated wife, mother of two small children, a dog mom, certified yoga instructor, and outdoors and travel lover. In the community, she proudly serves on the board of Breast Cancer Support Services of Berks, Women2Women Research & Development Committee, and Berks Cyber Alliance board.
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 extensive expertise in operations management, creative leadership, and publishing, holding 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. 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, MA
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 non-profits. 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.
WINIFRED GUTIERREZ,
JOHN DEVER
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 mid-sized 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 is a dedicated community development professional with a strong background in program management and strategic planning. As the community FABIOLA FLORES
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 DRAFT
FELLOWS PROGRAM
DRAFT
O’PAKE FELLOWS
O’PAKE FELLOWS PROGRAM DRAFT
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 2024 - 2025 graduating class, with 17 of the graduates accepting jobs in Pennsylvania. Since 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 sevices , the O’Pake Institute continues to develop the next generation of business leaders and changemakers.
PROGRAM
THE FUTURE
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.
O’PAKE FELLOWS
& INTERNS
KATHRYN
JORDYN MOYER
VANESSA PAPAY
JAREL RINGOLD Fellow of
BRAEDEN RUTH Fellow of
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
LIZMARIE
CHLOE WEISS Fellow of Marketing
WILLIAM WHITE
STUDENT SUCCESS STORIES
O’PAKE FELLOWS DRAFT
m ark c . evers
Mark Evers is a graduate assistant in the PhD Program in Corporate Leadership, specializing in Arts & Entertainment within the Community and Economic Development Department at Alvernia University. In this role, Mark 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. Mark also mentors undergraduate fellows, providing them with hands-on experience and expanding their professional networks.
Evers is expected to graduate with a PhD 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 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. Marisol’s work has laid a foundation for future marketing interns, fellows, and staff to build upon, 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 MBA.
PROGRAM
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. Evan 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 Evan 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 Jaden as they mark his first major leadership roles and allow him to ensure AI has a positive and helpful presence on campus.
Jaden is expected to graduate in 2026 with a degree in Computer Science and a focus in Cybersecurity.
O’PAKE SERVICES DRAFT
SERVICES
SPARK BUSINESS
SPARK BUSINESS INCUBATOR
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 abilty to partner closely with PADCO and provide Schuylkill County businesses with enhanced access to critical resources, empowering 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
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 client portfolio.
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 multi-level 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. They offered the Graduate Assistant in Finance a CFO internship, with the intention of hiring upon graduation. Folino Estate has since put the strategic plan into action, using it as a roadmap 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 DRAFT
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, both personally and professionally, 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.
Mid-year 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 building a brighter future for our community, one mentormentee relationship at a time.
PROFESSIONAL SERVICE PROVIDER’S 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
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.
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 micro-grants and micro-lending 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 & James Rowlands
Infinity Body Sculpting, owned by Sabrina Tidmore
Paradise Island Smoothie, owned by Amarjit K. Mann
Queens Café, owned by Sabrina Elmarzouky
Ben Franklin Technology Partners
Engaging in collective and collaborative partnerships is important to fostering our students’ continuous educational and professional development. Our partnership with Ben Franklin Technology Partners has afforded O’Pake with the opportunity to engage with established manufacturers including, but not limited to, the ones listed below:
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. From early-stage ventures to more mature startups preparing to engage investors, our team provides tailored support at each stage.
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
Develop Micro Lending partnerships with regional lenders
Addition of new financial services (Quickbooks training/GL setup and financial report analysis)
Grow our portfolio of equity-based investments by 30%
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 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 DRAFT
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, 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.
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
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 DRAFT
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 non-traditional 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
SERVICES
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.
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,
ACADEMIC SERVICES
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 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
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 non-credit certificate programs tailored for working professionals and non-traditional 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 brings 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 mid-career 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 non-credit, career-focused certificates deliver the grit-to-growth 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.
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 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
DRAFT
The O’Pake–GAE partnership is about more than education. It is about impact.
• For students, it is a lifeline for 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 building the workforce of tomorrow, one certificate, one partnership, one dream at a time.
Accelerate with AU. Accelerate with purpose.
INSTITUTIONAL PARTNERSHIPS DRAFT
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/ 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 and 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
HIGHLIGHTS DRAFT
HIGHLIGHTS
DRAFT
STAFF REFLECTIONS
RODNEY S. RIDLEY SR., PH.D., RTTP
Igniting Growth: O’Pake Institute Launches SPARK Business Incubator in Pottsville
The O’Pake Institute has expanded its economic development efforts by partnering with the Pottsville Area Development Corporation and the Schuylkill County Chamber of Commerce’s IGNITE Schuylkill initiative. On Oct. 5, the O’Pake Institute launched SPARK Business Incubator services at Alvernia’s Pottsville CollegeTowne campus, aimed at providing comprehensive support to local entrepreneurs and businesses. This collaboration strengthens Pottsville’s entrepreneurial ecosystem, offering essential business services and resources to drive economic growth in Schuylkill County.
Through this partnership, businesses in Schuylkill County now have access to a wide range of services, including funding preparation, business model development, financial services, intellectual property management, market research and more. The collaboration aims to foster innovation and business expansion by providing tools and expertise that support for-profit and nonprofit organizations alike. PADCO, with its long history of revitalizing Pottsville’s downtown district, and IGNITE Schuylkill’s entrepreneurial support program complement the O’Pake Institute’s mission to serve local communities and contribute to regional economic development.
Bilingual
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.
Empowering Clients Through Financial Education
JOHN STETLER, M.S.
REFLECTIONS
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 College Towne 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.
CAITLIN LONG, PH.D.
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 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.
JOHN DEVER DRAFT
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
FOLLOWERS COUNT:
Instagram: 918 followers
LinkedIn: 1,116 followers
Facebook: 722 followers
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ACKNOWLEDGEMENTS
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
ACKNOWLEDGEMENTS DRAFT
