2016 CEO Search Book

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UNITED WAY OF CENTRAL OHIO

PRESIDENT AND CEO SEARCH EXECUTIVE PROFILE


UNITED WAY OF CENTRAL OHIO

PRESIDENT AND CHIEF EXECUTIVE OFFICER SEARCH

4 INTRODUCTION 8 A NEW UNITED WAY EMERGES 11 THE OPPORTUNITY 16 OUR GOVERNANCE 19 ABOUT COLUMBUS 23 PROCESS OF CANDIDACY

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WE REDUCE POVERTY


UNITED WAY OF CENTRAL OHIO OUR HISTORY In 1923, the Columbus Community Fund was formed as a combined campaign to support 28 local human services agencies. In its modern form as United Way of Central Ohio (UWCO), the organization has evolved to serve the community by bringing collective resources and solutions to the most pressing human needs.

OUR PURPOSE IS CLEAR: REDUCE POVERTY UWCO has “local vision”— the ability to look across the community and see the greatest needs impacting residents, our neighborhoods and businesses. As needs change, United Way changes. Recognizing a significant and pronounced need, our board adopted a new strategic plan in 2013 that made the reduction of poverty the sole focus of the CEO and the organization.

With help from the thousands of donors and volunteers who have placed their trust in us for more than 90 years, we have the ability to positively impact the conditions in central Ohio.

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WHY WE REDUCE POVERTY UNEMPLOYMENT DOWN, POVERTY STILL HIGH Though the Columbus region has one of the strongest economies in both Ohio and the Midwest and has successfully recovered all of its jobs lost during the latest recession, not everyone in our community is sharing in the rewards.

POVERTY IMPACTS US ALL We may not see or experience poverty in our daily life, but it affects each of us. We pay for the economic drain of poverty, through increased disparities, health care costs, crime and homelessness. A 2014 study revealed that it costs taxpayers 68% more to leave a homeless person on the streets than to provide services like housing, job training and health care. Poverty limits opportunities for our children, making it difficult for them to reach their potential and become productive as adults. They deserve an opportunity to succeed. The average 4-year

graduation rate in school districts with more than 70% low-income students is at least 8% below the statewide average. With unemployment at historic lows in central Ohio, it’s simply unacceptable that 1 in 3 people in our community still struggle to meet their most basic needs. This is not only in urban neighborhoods. The Worthington Resource Pantry in the suburb of Worthington served 1,200 families in 2015, 400 to 500 visits each month, up 27% from 2014. PRESIDENT AND CEO SEARCH | EXECUTIVE PROFILE

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HOW WE WILL REDUCE POVERTY CHANGING THE WAY WE TACKLE THE ROOT CAUSES UWCO thoroughly reviewed the latest data and research on the root causes of poverty, and developed transformative, integrated approaches that offer the greatest potential for effectively reducing poverty.

Families thrive

Poverty Reduction

Neighborhoods improve

Systems and policies work

These new approaches recognize UWCO’s unique role as a catalyst that mobilizes people and systems to work together to change community conditions and reduce poverty.

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WHERE WE WILL PRIORITIZE BASIC NEEDS

Ensure people who experience a crisis have the crisis resolved.

SCHOOL READINESS

Help children develop the skills and behaviors to enter kindergarten ready to succeed.

HIGH SCHOOL GRADUATION

Help young people develop the skills and behaviors to graduate from high school prepared for success.

JOBS AND FINANCIAL STABILITY

Prepare people for available employment opportunities and keep them connected to the workforce.

GOOD HEALTH

Help people understand their health condition, manage their personal health, and be able to use the right health services at the right time.

STABLE HOUSING

Help people gain access to and maintain stable housing.

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A NEW

UNITED WAY

EMERGES

To comprehensively address the root causes of poverty, United Way of Central Ohio is transforming and taking a new approach that is more innovative, agile and integrated. A big part of our transformation centers on how we invest donors’ gifts made to the Community Impact Fund to reduce poverty.


UNITED WAY OF CENTRAL OHIO IS: CREATING

a system of pathways where care coordinators work directly with families to identify needs and connect them to high-quality services. A “pay for performance� model after milestones are reached ensures positive outcomes.

IDENTIFYING

where gaps in service exist, and working to fill those gaps by spearheading system and policy changes and through direct investment.

SUPPORTING

intensive work in priority neighborhoods of concentrated poverty, where we will serve as catalyst and organizer for neighborhood-wide revitalization efforts.

We believe this new approach will also benefit our entire community by improving public and system policies, engaging more partners and expanding the resources we need to reduce poverty. Combined with continuous improvement toward audience engagement, resource development, a year-round digital experience, UWCO is at the forefront among a network of over 1,200 local United Ways.

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A SNAPSHOT OF HOW OUR NEW APPROACH BENEFITS FAMILIES The Wilsons are like many families in central Ohio. They work hard to build a good life, but face many challenges. They live paycheck to paycheck in a neighborhood of concentrated poverty that lacks resources and opportunities. CHALLENGES

PATHWAYS

OUTCOMES

THE WILSON FAMILY: They often have to make difficult choices between paying the rent and bills, or buying groceries and medicine.

The Wilsons are linked to a food pantry and free tax preparation services

The Wilsons supplement their food budget with fresh produce from the food pantry and save their tax refund for family emergencies like car repairs

DAD: John, works a minimum wage job with little opportunity for advancement

John is connected to a job training program where he builds his skills

John finds a new job with a higher income and paid leave

MOM: Mary, works part-time, is pregnant with no regular source of healthcare

Mary is connected to prenatal services and nutrition classes

Mary delivers a healthy baby girl

BRIAN: age 7, acts out in class, struggles in school and with reading

Brian joins a local after-school program where he receives tutoring, a hot meal and adult support

Brian’s behavior improves at school and his grades go up

DAVID: age 4, has a developmental delay but does not attend a high-quality preschool

David is assessed for kindergarten readiness and enrolled in a highquality early childhood education program

David enters kindergarten ready to learn and succeed

United Way of Central Ohio leads a comprehensive effort to revitalize the Wilsons’ impoverished neighborhood. As a result, the family and many other families receive renovation grants that help them improve the appearance and safety of their homes. A neighborhood block watch is also launched that helps bring neighbors together and reduce crime.

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INTRODUCING THE

OPPORTUNITY Central Ohio, comprised of the City of Columbus and the surrounding Franklin County community, understands the moral and economic imperative of providing pathways out of poverty for its citizens. The central Ohio community believes everyone gains when we unite and participate together to create shared success. United Way of Central Ohio (UWCO) seeks to play a pivotal role in building and harnessing the community’s collective energy, determination, commitment and resources to make central Ohio a healthy and thriving place for all its residents to live, learn, work and raise a family. UWCO seeks a transformational leader to serve as a convener and catalyst for a shared community agenda as UWCO collaboratively designs and implements a collective impact model for reducing poverty in the Columbus region. The President and Chief Executive Officer (CEO) of UWCO is empowered to refine and execute the strategic plan approved by

the board. The organization evaluates and ensures relevance and effectiveness by overseeing missioncritical matters such as its funding model, investment approach and engagement strategy. The CEO will deepen UWCO’s innovation and impact, serving as a thought leader for systems change in the local community. Passion for, understanding of and demonstrable success in the work of poverty reduction are critical, as the CEO will work across sectors, populations and generations to inspire a vision and strategy for collective impact in the region. The CEO will be a servant leader who genuinely cares about staff, volunteers and all people in our community and who is determined to chart a course to move the needle substantially with the power of the collective.

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PRIORITIES OF THE CEO UWCO's CEO Search Committee engaged in extensive discussion with representatives from every UWCO constituent group, seeking input on the most critical priorities for our new UWCO CEO. The following priorities were communicated as most important for the success of our CEO as UWCO leads the work of reducing poverty in central Ohio. These priorities have been endorsed by the Board and will guide recruitment and evaluation of the next CEO. RELATIONSHIP BUILDING As a skilled convener, relationship builder and fundraiser, the CEO will bring a demonstrated track record of creating effective partnerships and unifying diverse groups around mutually beneficial solutions. The CEO will relate to, be respected by and garner trust with a wide variety of audiences. Additionally, this leader will promptly build rapport and create connections with the organization's many stakeholder groups. Securing confidence and credibility amongst a broad base of stakeholders will enable the CEO to unify diverse populations in alignment with a strategic approach to reducing poverty. Inclusion of public and private sectors, agencies, businesses, institutions, labor, employees, foundations, current

and prospective donors, direct service recipients and other groups is critical to renewing the community’s engagement with UWCO’s mission and vision and to developing the resources and financial support to execute this mission. The CEO will align with community partners to co-create the agenda and approach to collectively reduce poverty. Collaboration with community partners – including public, private and nonprofit entities, collaborative forums, and the like – contributes to an inclusive and effective culture as well as to the overall success of the work.

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RESOURCE DEVELOPMENT In an increasingly technology-driven fundraising environment, UWCO seeks a leader to bring contemporary, innovative and inclusive practices for how the organization convenes and aligns existing resources and raises new funds to achieve its strategic priorities. The CEO will evaluate the relevance and effectiveness of the current fundraising model and will build on established practices to engage current and prospective donors/investors via innovative “hi-touch/hi-tech” strategies.

and communicating results of support and the collective impact of resources raised.

The CEO will help UWCO become a leading agent in developing the next generation of donors/ investors and nurturing a culture of philanthropy around poverty reduction that will sustain support into the future. The CEO will work diligently to retain donors/investors by demonstrating

Beyond securing grassroots contributions and corporate donations, the CEO will think forward related to alternative revenue sources that align with UWCO’s agenda and needs. The CEO will educate and inspire support across the community in addition to raising funds for UWCO.

Additionally, the CEO will be a primary steward of the highest-level donor/investor relationships, supporting and cultivating increased and substantial giving from individuals, foundations and large corporations. The CEO will be a primary partner and liaison to the annual campaign chair, helping achieve the organization’s annual fundraising goals.

COMMUNICATION The CEO will be an experienced and effective communicator, able to communicate the work and value of UWCO to community stakeholders with discipline, timeliness and consistency. In public presentations and intimate meetings with individuals and small groups, the CEO will educate the community on UWCO’s role and value proposition as a catalyst for collective impact in central Ohio, and will share the UWCO vision, mission and priorities across multiple mediums and channels.

As the “chief story teller,” the CEO will share the organization’s impact in a compelling manner, helping the community understand the complex issues underlying poverty and solutions to reduce it. The CEO will connect current and prospective donors/investors to the work of UWCO initiatives to give them first hand exposure to the constituents served.

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REPRESENTATION AND LEADERSHIP The CEO will be the chief ambassador for and primary representative of UWCO. As a voice for the work of collective impact in the community, the CEO will help elevate the UWCO mission amongst the city’s key leaders. Through humble, effective and mission-centered leadership, the CEO will ensure poverty reduction remains a core priority for the community’s economic development agenda. The CEO will continue to build upon UWCO's leadership within the United Way Worldwide (UWW) network, sharing and learning from best practices and key strategic initiatives to build a culture of innovation.

ORGANIZATIONAL ALIGNMENT The CEO will bring demonstrated experience leading complex organizations through significant change and will leverage past organizational leadership successes to build internal capacity for executing the work of the organization. The CEO will bring expertise and ability to establish and entrench a culture of discipline around data-driven decision making, and will utilize data and technology to guide the organization’s planning, goal setting, execution and outcome accountability. The CEO will align internal resources to fully execute on priority initiatives while evaluating, developing

and leveraging talent, empowering staff and inspiring volunteers. The CEO will be a servant leader who applies his/her experience leading high performing teams to create an effective organizational structure, an environment of openness and collaboration and a culture of service, excellence, trust and accountability. Additionally, the CEO will be accountable for the organization’s operational excellence through high standards and procedures, fiscal integrity and compliance with all UWCO and UWW policies.

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DESIRED QUALIFICATIONS AND ATTRIBUTES The UWCO CEO will be respected for his/her transformational leadership skills and ability to inspire and motivate a dedicated team, individual stakeholders and the community-at-large to collaboratively achieve systemic, sustainable and positive impact for all. He/she will focus on embracing the Board’s strategic vision of reducing poverty in central Ohio and employ innovative approaches to advancing its work.

The CEO will genuinely listen and invite input to inform sound decision-making that will position UWCO as a leader in community. Displaying a courageous, humble confidence, the CEO will encourage accountability and inspire high performance. This visionary leader will be a connector, convener, collaborator and consensus builder through consistent, concise and transparent communication.

The CEO will have relevant expertise in change management with a credible reputation for creating a culture of accountability, operational excellence and servant leadership. This leader will bring an authentic, diplomatic and inclusive approach that engenders trust, rapport and effective relationships across all levels of UWCO and the central Ohio community.

The CEO will be a likable role model of the highest ethical and professional behavior. Cultural and political savvy, as well as emotional intelligence, are necessary as UWCO pursues and achieves transformational change.

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OUR GOVERNANCE The UWCO governing body is the Board of Trustees, which is comprised of not less than twenty-one and not more than thirty-five members, including two CEOs of current member agencies to represent the interests of UWCO member agencies and up to two labor representatives nominated by the Central Ohio AFL-CIO. The board meets every other month. BARBARA BENHAM

Executive Vice President / Chief Communications Officer Huntington Bancshares

DONALD E. BROWN

Executive Vice President & Chief Financial Officer NiSource

DUANE CASARES

Chief Executive Officer Directions for Youth & Families

KEN COHEN

Vice President – Client Services Resource / Ammirati

PAUL FEENEY

Regional Sales Manager Oracle Corporation

DR. J. DANIEL “DAN” GOOD

Superintendent Columbus City Schools

VIRGINIA NUNES GUTIERREZ

Chief Executive Officer, Co-Founder AVANZA Business Solutions, Ltd.

LANA HILLEBRAND

SVP and Chief Admin. Officer American Electric Power

SHAWN HOLT

President and CEO Maryhaven

LISA INGRAM, BOARD TREASURER

President & COO, Restaurant Division White Castle System, Inc.

TRACEY D. JOHNSON

President Columbus Education Association

ADAM LEWIN

President Hamilton Parker Company

MIKE LEX, CPCU, BOARD SECRETARY

Sr. Vice President Nationwide

STEVE MARKOVICH, MD

SVP Central Ohio Operations OhioHealth

CRAIG MARSHALL, BOARD CHAIR

Columbus Office Managing Partner / EY

ELIZABETH BLOUNT MCCORMICK

President Uniglobe Travel Designers

C. DAVID PARAGAS, PAST BOARD CHAIR

Partner Barnes & Thornburg, LLP

FRED RANSIER

Partner Vorys Sater Seymour and Pease

MARTYN R. REDGRAVE

Senior Advisor, Limited Brands L Brands

TOM RIELAND

General Manager WOSU Public Media

ELAINE ROBERTS

President and CEO Columbus Regional Airport Authority

GLEN SKEEN

Vice President CWA local 4320

MO WRIGHT, M.P.A

President and CEO The RAMA Companies

KARIN WURAPA, MD, MPH

Family Medicine & Public Health

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UNITED WAY OF CENTRAL OHIO

SENIOR MANAGEMENT TEAM

The following leadership team members report to the President and CEO, and bring together 97 employees, 80,000 donors, advocates and volunteers to help us reduce poverty in central Ohio.

Todd Dieffenderfer

Angel Harris

Todd joined the United Way of Central Ohio in 2011 as Chief Alignment Officer, assuming the role of SVP for Community Impact this year. In his new role Todd is responsible for creating community change in support of the strategic goal of reducing poverty in central Ohio. This includes aligning all work, strategies, staff structures, accountability measures and outcomes to advance United Way’s role in the work to reduce poverty. As Chief Alignment Officer, he guided the work to create United Way’s strategic plan, led the team that implemented the Franklin County Pathways Community HUB system and advanced efforts that will create a poverty reduction roadmap for Franklin Country.

In her fifteen years at United Way of Central Ohio, Angel has served in roles of increasing responsibility, becoming SVP of Resource Development in 2015. She serves on the United Way Worldwide’s Inclusion Council, the Fundraising Summit Advisory Committee, the LINC Advisory Committee and the Advisory Board of the African American Leadership Academy.

Senior VP, Community Impact

Prior to his work at UWCO, Todd served as the special advisor to Richard Cordray during his tenure as Ohio Attorney General and Ohio Treasurer of State, as the legislative aide to Columbus City Council President Matthew Habash and a research associate at the Democratic National Committee in Washington D.C. Todd holds a B.A. in political science and an M.A. in Public Policy and Management from The Ohio State University.

Senior VP, Resource Development and Chief Development Officer

In this role she develops, leads and directs comprehensive, long-term UWCO resource development efforts that respond to donor needs, generate the financial resources necessary to support UWCO’s community impact agenda and maximize UWCO resources under management. She is also responsible for on-going community engagement and relationship management as well as the annual fundraising campaign. Prior to joining UWCO, Angel served as Accounting Manager for the The Jewish Community Center of Greater Columbus (a United Way member agency) and as a database manager at Arthur Anderson. Angel holds an A.S. in Accounting and a B.S. and M.B.A. in Management Information Services from Franklin University and is a graduate of the UWW Executive Resource Development Institute. PRESIDENT AND CEO SEARCH | EXECUTIVE PROFILE

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UNITED WAY OF CENTRAL OHIO

SENIOR MANAGEMENT TEAM (CONT.)

Jerry Dannemiller

VP, Strategic Communications and Marketing

Cheryl Nelson

Senior VP Finance and Chief Financial Officer

Jerry joined the United Way of Central Ohio team in October 2014 and is responsible for UWCO’s audience growth and retention efforts, including brand management, communications and advertising strategy, digital engagement and media relations. Jerry also serves as liaison to United Way Worldwide as part of UWCO’s Digital Services Operating Group work, UW Select Cities working group, and our work with Kotter International surrounding organizational culture change.

As SVP of Finance and CFO (a position she has held since 2001), Cheryl directs the organization’s financial planning and accounting practices and builds relationships with donors, volunteers, agencies, banks, brokerage firms, and other customers and vendors. She oversees the functions of finance, pledge processing, donor choice, human resources, information management and building services and represents UWCO on numerous councils and committees with United Way Worldwide and partner agencies.

Jerry was previously Director of Marketing and Communications at the Wexner Center for the Arts at The Ohio State University where he oversaw the center’s integrated marketing campaign, advertising, digital and community outreach. He has decades of experience as a freelance art critic and independent performing art curator.

Prior to UWCO, Cheryl was the CFO of The Jewish Community Center of Greater Columbus (a United Way member agency) for four years. Cheryl was also finance director with Mount Carmel Health Systems and a staff accountant at Ernst & Whinney (now EY).

Jerry holds a B.A. from The Ohio State University in Communication, and a graduate certificate from Wesleyan University.

Cheryl received a B.A. in Psychology from Wittenberg University and is a CPA (currently inactive).

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COLUMBUS

AN INSPIRING PLACE TO LIVE THERE’S AN ENERGY AND EXCITEMENT IN COLUMBUS that's going to hit you as soon as you arrive. The city is booming, and not just in population. The Columbus Museum of Art just added a spectacular new wing and the newly renovated Main Library (part of #1 one ranked Columbus Metropolitan Library system) is setting a new innovative standard for libraries worldwide. The Scioto Mile project puts 33 acres of new riverfront parkland in the heart of downtown and as the winner of the U.S. Department of Transportation’s Smart City Challenge, Columbus is creating a holistic people-centered transit system of the future. The innovative food scene melds artisan

food producers with imaginative chefs to create meals that are far greater than the sum of their parts. Nationally acclaimed distilleries work together with brewers, coffee roasters and high-end cocktail bars, black box stages, music halls and dive bars to deliver unforgettable nightlife. Neighborhoods on all sides of downtown are bursting with new places to eat and shop, and artists are shaping new areas of the city into dynamic spaces to explore. Ohio’s capital city is cool, creative and fun; big things are happening here, and you're invited to join in.

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" MOST INTELLIGENT COMMUNITY IN THE WORLD" (Intelligent Communities Forum, June 2015)

DYNAMIC NEIGHBORHOODS The fascinating, diverse and distinctive neighborhoods of Columbus make it a city like none other. From the historic charm and hot dining scene of German Village to the industrial, emerging arts epicenter of Franklinton to the vibrancy of the Short North Arts District with its boutique shopping, outstanding nightlife and distinctive dining. The region offers a wide variety of housing options from charming historic homes on brick streets to swanky downtown lofts to sparkling new suburban developments to multi-acre living just beyond the city limits. Nearly 70% of Columbus residents earning the median income can afford home ownership – in stark contrast to Chicago's 47% or New York’s meager 5.7%.

DIVERSE, STRONG ECONOMY The Columbus Region is well known for its value, top-ranked market access, talented workforce and is the #1 metro for job growth in the Midwest. Fueled by a workforce more educated than the national average, Columbus has an energy that radiates throughout thriving industries, communities and educational institutions. Ranking seventh in economic strength among the 102 largest metropolitan cities in the country, Columbus benefits from a dynamic yet stable economy. Its collaborative business environment has earned recognition as one of the top metros for job creation. As an emerging tech city, Columbus is home to The Ohio State University, Battelle, Chemical Abstracts and other research and technology institutions that attract the brightest minds from around the world. PRESIDENT AND CEO SEARCH | EXECUTIVE PROFILE

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CULINARY CITY Columbus’ amazing food scene features top-ranked chefs, a rich farm-to-table movement, one-of-a-kind restaurants and creative artisan desserts, beers, wines sand spirits. At the heart of Columbus' renowned culinary scene are locally owned and operated restaurants you’ll want to savor. You'll be amazed at the freshness and creativity that comes out of a food truck. Columbus' street eats range from taco trucks and BBQ to Korean and sweet, savory crepes. Columbus micro distilleries are crafting award-winning spirits that have drawn national attention. The beer scene also is booming and the Columbus Ale Trail is a fun way to explore all of the local breweries. Coffee roasting is as much a science as wine making, and Columbus has the best coffee scene in the Midwest. The Columbus Coffee Trail is the perfect way to taste your way around the many quality coffee shops across the city.

ARTS AND CULTURE Per capita, Columbus has twice as many cultural and recreational venues as New York City. Take in the venerable Columbus Museum of Art, which opened a new modern wing in late 2015. On the campus of The Ohio State University, the acclaimed Wexner Center for the Arts focuses on contemporary artists. Find contemporary, arresting artwork in all genres from around the world at The Pizzuti Collection from the collection of one of the nation's top art collectors. On the first Saturday of each month, thousands of visitors converge on High Street for Gallery Hop. This not-to-be-missed

EDUCATION The Columbus region's K-12 education options include U.S. News & World Report top-ranked high schools as well as U.S. Department of Education Blue-ribbon schools. The region has excellent public schools, 140 private institutions and 54 higher

evening includes new gallery exhibitions, street performers, special events, food, and drinks throughout the Short North Arts District. In Columbus' Theater District, find everything from ballet and opera to avant-garde plays. With the warmer weather comes Columbus’ outdoor festival season featuring art, music, food and drink, entertainment, and more!

education campuses, with nearly 150,000 college students.

A FEW COLUMBUS HIGHLIGHTS PRESIDENT AND CEO SEARCH | EXECUTIVE PROFILE

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Most Intelligent Community in the World (Intelligent Communities Forum, June 2015) Winner of the Smart Cities Challenge (USDOT, 2016) Top 10 Cities for Young Professionals (Forbes) #3 Best City for Millennials (TIME) 6th Best City for Creatives (Smart Asset) Major Fashion Hub (Fashion Times) Top City for Equality (Human Rights Campaign) 3rd Best City for WomenOwned Businesses (WalletHub) Cost of living is 11% lower than the national average 2nd shortest average commute of any metropolitan area with over 500,000 people Ranked #1 in the nation for public library system, museum of art, zoo and aquarium and COSI science center 87 miles of bike lanes, paths and trails LEARN MORE ABOUT COLUMBUS AT EXPERIENCECOLUMBUS.COM PRESIDENT AND CEO SEARCH | EXECUTIVE PROFILE

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PROCESS OF CANDIDACY Nominations, referrals and resumes with preferred contact information should be submitted electronically to:

Wilson Browning

browning@beecherhillsearch.com

Cindy Hilsheimer hilsheimer@beecherhillsearch.com

Mark Ryan

ryan@beecherhillsearch.com

OR, BY MAIL:

250 Civic Center Drive, Suite 100 Columbus, Ohio 43215 614.939.4240 United Way of Central Ohio is an Equal Opportunity Employer

360 South Third Street, Columbus, Ohio 43215-5485

| Tel 614.227.2700 Fax 614.224.5835 | LiveUnitedCentralOhio.org

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