Our Year in Review | 2023

OUR YEAR IN REVIEW

GROW. INNOVATE. INSPIRE.

As we reflect on the year 2023, we appreciate the collaborative efforts that have significantly reshaped both the nonprofits we serve and the communities they impact.

Throughout the year, we collaborated closely with over 85 unique nonprofit clients seeking our partnership across various services We extend our gratitude to those dedicated individuals and organizations committed to making a positive impact in the nonprofit sector

Since our establishment in 2011, Envision Consulting has grown to have offices in Los Angeles, New York, and Denver Our focus remains on Executive Search, constituting approximately 60% of our work, and strategic services, including leadership transition, strategic planning, organizational assessments, board development and retreats, and strategic partnerships and acquisitions, accounting for the remaining 40%.

Our unique strength lies in understanding and implementing actionable change within nonprofits. Our partners and senior consultants, all former executive leaders, bring practical experience in administering contracts, securing awards, navigating grants, and successfully leading strategic plans and fundraising efforts.

2023 was a year that gave us great pride We have set a new standard for ourselves, reshaping nonprofit organizations and the communities they serve through our staff placements and strategy consulting services

As we head into next year, we invite you to join us in considering the potential for continued collaboration in the future Together, let us build on this momentum to create lasting positive change

Managing Partner and Co-Founder

Matt Kamin Managing Partner and Co-Founder

Allison Fuller

01-02

THANK YOU TO OUR CLIENTS

Table of Contents

03-04

05-06

SEARCH BY THE NUMBERS

SEARCH HIGHLIGHTS

INSPIRED LEADERSHIP

STRATEGY SERVICES

13-14

CAUSECOACHING

CRITICAL CONVERSATIONS & CONTINUED LEARNING

18

HOW CAN WE SUPPORT YOU IN 2023?

NONPROFIT ON THE ROCKS

17

A RECOGNIZED LEADER IN THE NONPROFIT SECTOR

THANK YOU TO ALL OF OUR STRATEGY CLIENTS

SEARCH

2023 BY THE NUMBERS

As a recruiting firm, we don’t just source the best candidates in the nonprofit industry, we consult with you to ensure we ’ re sourcing the Executives that best fit your organization

I would say that working with Envision Consulting on the ED Search was a dream. The process was very well defined, the timeline was accurate, and Envision did most of the heaving lifting while still hearing our needs and wishes. The end result was that we hired a magnificent candidate who had all the requirements we were seeking, and wrapped it up within the stated timeframe. We would certainly entertain working with Envision Consulting in the future.

- CSC South Bay

SPOTLIGHT: Qi Diaz, Tinkering ED

Grade schoolers wielding power saws! That's the visual that had us completely riveted as we searched for the next Executive Director of the Institute of Applied Tinkering A ground-breaking K-12 school in San Franscisco need a dynamic, revolutionary leader to match its missions. Through our search, we met hundreds of exciting educational leaders, finally finding Qi Diaz, an experienced executive and educator. Qi's visionary approach and implementation expertise promises to propel the Institute of Applied Tinkering toward even greater impact and success.

SPOTLIGHT: Courtney Jurado, AbilityFirst CDO

Once upon a time, there was an incredible organization serving the disability community with a vibrant, caring, innovative, philanthropic culture that had had its heart broken by a Chief Development Officer that was recruited away As heroes do, Envision swooped in to right the wrong and helped lead the search that found Courtney Jurado for the role Courtney previous roles included Executive Director of Susan G Koman, National Development Manager at the Lupus Foundation, and Director of Community Outreach at Habitat for Humanity of Greater Charlotte. Her wealth of experience and leadership skills, have already been a game-changing asset at AbilityFirst.

4 3 Leader’s Placed

57% 1 4 0 0

Interview Hours

Of our placed leaders, 57% are women & 43% are men.

SPOTLIGHT: Heather Guerrero, ESSC, Regional Director Easterseals Southern California (ESSC) sought a Regional Director of Child Development Services to blend childcare expertise with adept contract management. Enter Heather Guerrero, a seasoned professional whose journey through child advocacy and early childhood education spans over 13 years. With a rich background as Director of Neighborhoods for Learning at First 5 Ventura County and recent roles as a childcare consultant at Maven Clinic, Heather's commitment to child development shines through, applying her Master of Arts in Psychology from San Diego State University and a Bachelor of Arts in Psychology from California State University Channel Islands,

SPOTLIGHT: Theo Shaw, Hunger Free CO, COO

In 2023, Hunger Free Colorado, a nonprofit organization dedicated to eradicating food insecurity, embarked on a pivotal moment in its mission with the appointment of Theo Shaw as Chief Operating Officer With a decade of experience disrupting inequitable systems in education, Shaw's commitment to eliminating food resource barriers aligns seamlessly with the organization's goals This strategic collaboration positions Hunger Free Colorado to build a community-centered food system and address structural racism under Shaw's visionary leadership. Envision Consulting played a key role in this successful transition by thoughtfully designing the COO position to ensure that all aspects of operations promote diversity, equity, and inclusion.

SEARCH

SPOTLIGHTS

SPOTLIGHT: Adrian Scott Fine, Los Angeles Conservancy, CEO Navigating the delicate balance between honoring a legacy and embracing the future, the Los Angeles Conservancy embarked on a search for a new leader as Linda Dishman, the stalwart President & CEO of over three decades, prepared for her transition. While some organizations may hesitate to utilize a search firm when internal candidates are considered, the Conservancy recognized the importance of a robust search process guided by experts Ultimately, the journey led back to its own ranks, with the appointment of Adrian Scott Fine as the new President & CEO Adrian, having served as Senior Director of Advocacy since 2010 and mentored under Linda's guidance, embodies a seamless transition and a continuation of the Conservancy's unwavering dedication to its mission to the architectural and cultural treasures of Los Angeles County,

SPOTLIGHT:

Jennifer Grissom,

FOOD ACCESS LA, Executive Director

With a focus on farmers markets, farm-to-table initiatives, and essential nutrition programs like WIC & Cal Fresh, Food Access LA (formerly known as SEE-LA) sought a leader with a deep understanding of food deserts and community needs Jennifer Grissom emerged as the perfect candidate, bringing with her a wealth of experience in addressing food inequities, particularly in transitioning from Texas to LA With Jennifer at the helm, Food Access LA is poised to make even greater strides in ensuring everyone has access to fresh, healthy food options while supporting local farmers and fostering a more inclusive food landscape in Los Angeles.

SPOTLIGHT: MID KANSAS

Steering the ship at Mid-Kansas Community Action Program, Bambi Fulton-Parker's appointment marked a strategic move towards furthering the organization's impactful reach across 19 counties. With a stellar track record in homeless services, including her tenure as Executive Director at Stepping Stone Shelter, Bambi's accolades, certifications, and active involvement in the Kansas Homeless Coalition spoke volumes about her commitment to community welfare Her expertise in budget expansion, strategic planning, and profound understanding of the region's nuances positioned Mid-Kansas CAP for even greater success in addressing critical community needs Under Bambi's leadership, Mid-Kansas CAP is poised to continue its legacy of service, making significant strides towards a more inclusive and supportive community for all

SPOTLIGHT: Keenon Krick, CAPC, CEO

In the heart of San Joaquin County, the Child Abuse Prevention Council (CAPC) stands as a beacon of hope, protecting children and fortifying families through compassionate, outcomedriven programs. As longtime executive Lindy Turner-Hardin prepared for a well-deserved retirement in the sunny beaches of Mexico, Envision embarked on a high-profile search for her successor. With a team deeply passionate about the mission and two members hailing from the Central Valley themselves, the search concluded with the placement of Keenon Krick Keenon's impressive track record as CEO of Second Harvest of the Greater Valley in Manteca, CA, and prior experience as Executive Director of United Cerebral Palsy in Modesto, CA, showcased his leadership prowess With extensive volunteer and board experience within the realms of food banks and Feeding America, Keenon's appointment signals a promising new chapter for CAPC as they continue their vital work of safeguarding the region's most vulnerable

MEET SOME OF OUR PLACED LEADERS

AMBER

RAYMOND

THEO

ADRIAN SCOTT FINE President & Chief Executive Officer Los Angeles Conservancy

JILLIAN VAN LEUVEN Executive Officer Cancer Support Community South Bay

QI DIAZ Executive Director Institute for Applied Tinkering (IAT)

HEATHER GUERRERO Regional Director, Child Services Easter Seals Southern California

JEN GRANGER VP Development Discovery Cube - OC

KEENON KRICK Chief Executive Officer Child Abuse Prevention Council, SJV

MONIQUE DAVIS Chief Executive Officer

EMMA STANDRING-TRUEBLOOD Chief Financial Officer Adventist

JENNIFER GRISSOM Executive Director SeeLA

OFELIA MANCERA Chief Administrative Officer A Place Called Home

JENNIFER GARRATT Grants & Operations Manager The Herb Alpert Foundation

RAEESA HYDER Director of Advancement 826LA

LISA HIRSCH MARIN, LCSW Chief Operating Officer YWCA of Glendale & Pasadena

LAMIA EL-SADEK Chief Executive Officer TLC Foundation for Body Repetitive Behaviors

RHONDA BALDENEGRO Executive Director Gabriella Charter Schools

PATRICK KIRKWOOD

The

NICOLE GORDILLO

Deputy Director of Advancement 18th Street Arts Center

EMILY KEITH Executive Director The Pablove Foundation

CASSANDRA KRAUSE Advancement Director P S Arts

RACHEL STICH Executive Director A Sense of Home

SHOAEB BASHA Executive Director American Muslim Health Professionals

JAMIE JOHNSON Executive Director inewsource

MARY MCGUIRE Chief Impact Officer Safe Place for Youth

STEVE DORFMAN VP of

STRATEGY SERVICES

2023 BY THE NUMBERS

32

132

288

32 Strategy clients of various organization sizes, mission areas and geographic

132 Hours: Stakeholder Interviews & Focus Group Sessions

7

288 Hours Committee & Workgroup Meeting Facilitation

9

11

6

9 Strategic Plans, including implementation and succession plans

6 Partnership Exploration & Integration

30 Surveys and survey analysis as part of the assessment phases for our strategy services

7 Other strategy projects including board development, retreat facilitation, marketing and communications plans, and program design.

d as a trusted listener, or, and strategist throughout the strategic planning process CFC’s Board and staff were genuinely engaged at critical points, resulting in an ambitious but feasible three-year plan that reflects our mission, vision, values, and commitment to equity Envision also helped create useful tools and success metrics which we regularly utilize to track and report on our progress. I am extremely proud of CFC’s new strategic plan and grateful for Envision’s role in its creation.

STRATEGY SERVICES

SPOTLIGHT: WORKS

In the summer of 2023, Women Organizing Resources Knowledge and Services (WORKS), a nonprofit affordable housing development organization in Los Angeles, enlisted the support of Envision Consulting for strategic guidance. With Executive Director (and co-founder) Mary-Jane Wagle looking to retire, the organization grappled with the decision to pursue a strategic partnership or initiate a CEO search. Envision Consulting led WORKS through a comprehensive series of workshops, delving into the intricate landscape of affordable housing.

After careful consideration, the decision was made to embark on a CEO search which resulted in the appointment of Monique Davis, a seasoned leader with a notable background in affordable housing development, fundraising, and community partnerships Her previous roles include COO and Chief Community Officer of Skid Row Housing Trust and Chief People Officer of Brilliant Corners As the newly appointed CEO, Monique Davis is poised to guide WORKS into a new era, ensuring the organization's continued success in meeting the housing needs of the Los Angeles community.

SPOTLIGHT: Summer Science Program

In 2023, the Summer Science Program (SSP) received a transformative $200 million gift from the estate of Franklin Antonio, a distinguished alumnus and Qualcomm cofounder Eager to align this windfall with a visionary strategic plan, SSP partnered with Envision Consulting The strategic planning journey commenced with a retreat in New Mexico in July, followed by a second gathering in September in Chicago

Now, on the brink of approval, SSP is poised to unveil a new mission and vision statement. This foundational shift aims to magnify SSP's influence while encapsulating its essence and aspirations. Accompanying this evolution is a strategic framework empowering Executive Director Frank Steslow to spearhead initiatives that enhance science education nationally and internationally.

ANENVISIONCONSULTINGINITIATIVE

CAUSECUPID

Curated “matchmaking” events to introduce nonprofits to qualified professionals seeking board service opportunities

Participating CauseCupid 2023 Organizations:

About Productions, Boston Court Pasadena, Child Care Resource Center, Inc , Children Mending Hearts, City Ballet of Los Angeles (CBLA), City Greens Farm, Crystal Stairs, Inc , Grandview Foundation, Los Angeles Youth Orchestra, Our House Grief Support Center, Pathways LA, Piece by Piece, RaiseAChild, Safe Place for Youth, South Central Los Angeles Ministry Project. Inc. (South Central LAMP), St. Barnabas Senior Services, The Children's Collective, Inc., The Help Group, Wildwoods

CRITICAL CONVERSATIONS & CONTINUED LEARNING

15

In 2023 Envision continued to be a part of critical conversations and continued learning in the nonprofit sector. Whether it is leading a workshop on strategic planning, speaking on board governance and mergers, facilitating a discussion among women leaders in fundraising, or lending a recruiter’s perspective on nonprofit leadership development, we are proud to be a part of the nonprofit community and all its amazing people

External Presentations & Panels

Antelope Valley Chamber of Commerce Association of Regional Center Agencies Academy Association of Fundraising Professionals Center for Nonprofit Leadership - Cal Lutheran University Princeton University

Santa Clarita Chamber of Commerce Valley Industry & Commerce Association

How to Find Great Board Members

Successful Strategic Planning

Crafting an Intentional Organizational Culture

How to Win Friends and Influence Fundraising Development Roundtable CEO/ED Roundtable

Conferences

Envision Webinars & Roundtables Nonprofit New York

NONPROFIT ON THE ROCKS

14,732 TOTAL DOWNLOADS

43 GUESTS | 45 EPISODES

35 NONPROFITS FEATURED

Nonprofit on the Rocks began in 2020 as a way for Envision co-founder, Matt Kamin to bring the engaging conversations he was having regularly with passionate and innovative nonprofit leaders, to a broader audience He wanted the conversations to be insightful, but also accessible and fun, thus the happy hour angle

But the podcast isn’t just about talking about the nonprofit sector over drinks As the title implies, it’s also about discussing the myriad ways nonprofits are challenged, sometimes even brought to the brink of extinction Now in its 5th season, the podcast is focusing more on these trials and tribulations, taking audience questions, and allowing Matt and his savvy expert guests to advise listeners on how to navigate the turbulence.

While the show has a new format, it’s still the same fun departure from dull industry conversations. So, pull up a seat, pour yourself a drink, and join the conversation!

HOW CAN WE SUPPORT YOU

LET ENVISION CONSULTING BE YOUR PARTNER IN NONPROFIT SEARCH AND STRATEGY

Executive Search

Supported Search

Strategic Planning

Board Development & Recruitment

Succession Planning & Leadership Transition

Nonprofit Partnership Exploration & Mergers

Diversity, Equity, & Inclusion

Board Retreats