At interise there is an "i" in team
JOE WADLINGER | CHAIRPERSON & BOARD MEMBER SINCE 2011Joe runs the New England NonProfit & Healthcare Banking team at Citizens Bank which serves hundreds of mission focused organizations like Interise. The team prides itself on helping these vital organizations succeed. Joe’s career spans 30 years as a sales and strategy executive in banking. Having grown up as a child of a small business owner from an old mill-town in Massachusetts, Joe has a passion for business success and a deep sensitivity to the role businesses play in the health and vibrancy of their communities.
JEFF DICIACCIO | BOARD MEMBER SINCE 2014Jeff has over 25 years of experience as a purchasing professional. He currently serves as Director for Strategic Procurement at Harvard Medical School. He is former Senior Director of Purchasing at the University of Massachusetts Medical School. Prior to that, he was Corporate Purchasing Manager at Stream International.
CYNTHIA FRANKLIN | BOARD MEMBER SINCE 2015Cynthia is Senior Associate Director at the Berkley Center for Entrepreneurship & Innovation at New York University Stern School of Business. She is also an Adjunct Professor of Entrepreneurship. For the past 5 years, she has been an instructor for Strategic Stepts for Growth (M/WBE) in New York City. Cynthia co-founded KIP Communications and was a former editor for the award-winning KIP Business Report newspaper.
J. JEAN HORSTMAN | BOARD MEMBER SINCE 2007Since 2006, Jean has been the CEO of Interise, which partners with government agencies, anchor institutions, and business associations to build the capacity of established small businesses in lower income communities, enabling them to grow revenues, create net new job growth, and be stronger community leaders. Under her leadership, Interise has grown from a regional to national network, now working with 16 partners, in 70 cities across the United States, and in Bermuda.
Jean has more than 25 years of nonprofit leadership experience, spanning the private, public, and nonprofit sectors and two continents. Before joining Interise as its first CEO, Jean served as the National Director for Civic Engagement and Corporate Citizenship at Citizen Schools. She has partnered with other national social entrepreneurs, serving in senior leadership roles with Manchester Craftsmen's Guild and BELL (Building Educated Leaders for Life), and was also the Managing Director of the Society for Organizational Learning. She spent 16 years working in the United Kingdom and Eastern and Central Europe, where she led organizations responding to societal changes related to post-industrialism, the end of communism, urban and economic redevelopment, and globalization.
ALVARO LIMA | BOARD MEMBER SINCE 2017Alvaro Lima is the Director of Research of the Boston Planning and Develpoment Agency. Originally from Brazil, he recently served as Senior Vice President and Director of Research of the Initiative for a Competitive Inner City (ICIC), a non-profit organization founded by Harvard Professor Michael Porter. Prior to the ICI, Alvaro was the Director of Economic Development at Urban Edge, a Boston-based community development corporation. He has also worked as Chief of the Economic Development Department of the Ministry of Industry and Energy in Mozambique. In his work in Brazil, he was the Coordinator of Regional Developmen Projects at the Institute for Social and Economic Research - IPARDES. Alvaro holds a Master's degree in Economics from the New School for Social Research.
Brenda Anderson is President and CEO of Galilee Agency, an organizational development and human performance coaching and consulting firm located in Charlotte, North Carolina. Brenda has more than 25 years of leadership and organizational development experience. She has held key leadership roles in human resources, training and development, operations, accounting and financial management. Since starting Galilee Agency in 2001, she has worked with small and women business owners as a business development coach and consultant and has been recognized for her work with supplier development by the City of Charlotte and Bank of America. Brenda was named as one of the Charlotte Chamber of Commerce 2010 Diversity Champions, Charlotte Business Journal’s 2006 Women in Business Achievement and 2004 Diversity Catalysts Winners. Brenda holds a Bachelor of Arts degree from the University of San Diego and pursued graduate study at San Diego State University. She has numerous professional certifications in coaching, training and development.
Marvis Aragon, from Acoma Pueblo, has the ambition to serve tribal communities. He is the current Chief Executive Officer with the Isleta Business Development Corporation (IBC) which is wholly owned by the Pueblo of Isleta in New Mexico. In addition to overseeing some of the current business enterprises, the IBC is charged with new business development and to support small business in the Isleta community. Marvis has also served his community in numerous positions including two terms as Acoma’s First Lieutenant Governor and chairmanship roles with the Acoma Business Board, Acoma Housing Commission and currently the Acoma Board of Education. In 2007, the New Mexico Business Weekly honored Marvis as one of New Mexico’s Top 40 Under 40, and has he been featured in the American Executive, Smithsonian, and other national publications.
Vanessa Best is CEO of Precision Healthcare Consultants (PHCC). PHCC has a successful track record of consolidating and standardizing HIM operations, developing and performing extensive chart reviews for ensuring coding compliance and appealing insurance denials. The firm brings to this project a deep understanding of primary care practices and relationship building. PHCC are part of the elite AHIMA ICD-10 Ambassador Approved Trainers and very proud to have received certification with the American Health Information Management Association (AHIMA) as a CCS-P (Certified Coding Specialist, Physician Based) and CHTS-IM (Certified Health Technology Specialist) also with the American Academy of Procedural Coders (AAPC) as a CPC (Certified Procedural Coder). Vanessa Best was also a featured speaker at the Bank of America Entrepreneurs Conference, success story in Black Enterprise Magazine and alumni recipient of the "40 Under 40" Achievement Award from the Network Journal. In addition, PHCC has a full service Revenue Management Consulting Company providing medical billing, coding, ICD-10 implementation, work flow analysis and a suite of other services.
For more than a decade, Manassah has been helping novice and experienced entrepreneurs think through their business models and successfully launch their businesses. An original - No Box – thinker, with a finely honed strategic mindset, who specializes in the following:
As the Bureau Manager for the Entrepreneur Center, Mississippi’s leading small business resource within the Existing Industry and Business Division of the Mississippi Development Authority (MDA), John Brandon offers to his client’s helpful advice on current business thought. With it comes over 35 years of experience in a variety of retail-oriented business environments including corporate and store management, retail buying, consulting and teaching on the university level. Mr. Brandon received a Bachelor of Business Administration from the University of Mississippi and a Masters of Business Administration from Delta State University. John is the recipient of the President's Award from the Cleveland-Bolivar County Chamber of Commerce and the Star Performer Award from the National Association of Small Business Development Centers.
Halbert Brown, Jr., a retired United States Navy Veteran of 24 years, is the Co-founder, Executive Director and Chief Financial Officer for Universal Nursing Services, LLC, a local home health care and staffing company. Presently, a Doctoral Candidate in Business Administration, Mr. Brown earned Bachelor’s degrees in Liberal Arts and Professional Aeronautics from the University of New York (Regents) and Embry-Riddle Aeronautical Universities (ERAU) respectively. Mr. Brown is proactive in his community. He is the Division “H” Director for District 55, Toastmasters International, a charter member, Past President and Treasurer of Rising Toastmasters Club (RTM). RTM was started at University of Phoenix in San Antonio. Formerly the Chairman of the Board for People’s Choice Federal Credit Union, Mr. Brown also co-founded and is Past President of the Diversified Power Investment Club. Mr. Brown is the Immediate Past President, Business Counselor, Mentor and workshop facilitator for the SCORE, Counselors for America’s Small Business. These positions allow him to exercise his passion for helping other business professionals, for which he was recognized as the Minority Enterprise Development Week (MED-Week) Minority Advocate of the Year (2013).
C. Adam Callery is a consummate business professional with over twenty-five years of experience in the areas of engineering, banking, aviation, consulting and information technology. He currently serves as the Program Director for the Business and Computer Information Systems programs at Malcolm X College, one of the City Colleges of Chicago. In his role as Program Director, he is responsible for curriculum development for the two disciplines and academic scheduling. Further, he is a Tenured instructor and teaches several business courses including Introduction to Business, Financial and Managerial Accounting and Introduction to Entrepreneurship. In nearly five years of service to the institution, he has served on several task forces including curriculum development for entrepreneurial courses taught at the City colleges of Chicago. In addition, he is a Salzburg Fellow and is pursuing a Doctorate in Higher Education with a concentration in Community College Leadership.
Hugh W. Connelly is the President of Univest Capital, Inc. f/k/a Vanguard Leasing, Inc. located in Bensalem, PA. He started the business in May 2006. Univest is a national lessor helping equipment manufacturers, dealers and distributors increase sales with Univest’s FAST (Financing As a Sales Tool) system. He holds a Bachelor’s degree from Temple University and a Master of Science in Finance-Bank Management from Drexel University. Mr. Connelly is both a Chartered Financial Analyst (CFA) and Certified Fund Analyst (CFS). He published his first book in 2013 titled, “401K Tune-Up”.
Beth, principal of Learnings for Leaders, is a professionally trained coach, facilitator, business leader and entrepreneur. Her executive-coaching clients place a high value on leadership, learning, business growth and sustainability, living a meaningful life and creating positive change. Her clients include CEOs from many industries, senior-level professionals, entrepreneurs and consultants. From 1996 to 2009, Beth was a VISTAGE Group Chair who facilitated and coached peer groups of CEOs and business leaders. She led Vistage groups in both the greater Boston and San Francisco Bay areas. Beth also facilitated learning groups for women-led businesses for the Cambridge Business Development Center. She has coached both professional men and women through various stages of career and life transition.
Sherif A. Ebrahim is President & CEO of Strategic Management Group and Managing Partner of SMG Capital, both nationally recognized Private Equity and Health Care Firms based in New Orleans, Louisiana. He is a board certified health care executive, a Fellow of the American College of Healthcare Executives, an NAPH Managed Care Public Policy & Finance Fellow from New York University and a Health Systems Management Fellow from Tulane University and the State of Louisiana. He is considered an expert in Corporate Strategy, Strategic Innovation and Multi-Organizational Integration. He currently serves on the committees of several investment funds, serves as Director, Entrepreneurship & Innovation Education and is a professor of Strategy & Innovation at Tulane University, serves on the faculty of The Catholic University of America, and has served on the faculties of other universities, governance and executive development programs.
Driven by a need to see individuals, organizations, and communities maximize their full potential, Dr. Ellis has built her career on taking “what is and shifting it to what can be.” She has served as a high school counselor, principal, charter school developer, college professor, and nonprofit executive director. Throughout her career Dr. Elli has a history of entrepreneurship. She opened, and eventually sold, a successful Jamaican restaurant. She started a charter school with $500,000 start-up funding from the Bill and Melinda Gates Foundation. Today Dr. Ellis is a founding member of The Koci Group®, a leadership and management consultancy headquartered in Sacramento, CA. The Koci Group® acquired CoachAddie™ an executive and life coaching company with a focus on personal and professional growth that Dr. Ellis started in 2010. Dr. Ellis earned her doctorate degree from Drexel University in Educational Leadership and Management with a concentration in public policy. She also holds credentials in executive and life coaching, administration, and pupil personnel services. She is a published researcher writing prolifically on the issue of homelessness and poverty as it relates to youth and young adults.
Charisma and passion are hallmarks of Orlando Espinosa's approach to sharing the benefits for entrepreneurs, startups and established business to understand the importance of being educated and informed business owners. Orlando was the first National Spokesperson for The Sallie Mae Fund's "On the road: Paying for College Bus Tour". The coast to coast tour gained national recognition for financial aid workshops in 70 cities. He was also a key member of creating and branding 2futuro, a bilingual loan and outreach program by Sallie Mae and USA Funds. As a leadership advisor for ASPIRA of Florida, Inc., a youth based organization, he empowered students through education and leadership workshops. In his current role as Co-Founder of Emineo Media, Espinosa helps educate and train businesses on the importance of a solid business structure and the implementation of an effective marketing strategy. He also speaks on brand building, entrepreneurship, leadership and sales & marketing. Emineo Media’s goal is to help businesses find the hidden gems their company possess by evaluating their overall business structure.
Carla Fallone, MBA, CEO of Fallone Business Resources and a fourth generation entrepreneur has been designing/launching companies for 26 years. She has launched and successfully grown her own retail & service based business, and is currently designing and developing an online Enterprise Crowdfunding site for Students. Carla is an adjunct professor at The College of New Jersey, School of Business, where she teaches Entrepreneurship. Carla develops strategic business models/plans, designed to “envision/teach/succeed” entrepreneurship. She consults finance/business development/financial software to private clients. Carla also consults for Small Business Development Centers and the SBA, and authors business theory for Fortune 100 companies.
In 2009, Glenn established Praxis Foods and Praxis Marketplace, which is an emerging food and grocery store business established to serve inner city neighborhoods. Lacking healthy food access, these stores are also meant to be a major catalyst in the economic development needs of these underserved communities. As CEO of the company, he is building Praxis, to addresses these issues on a national basis. Glenn parlayed a Masters Degree in Business from Northwestern University in Evanston Illinois, along with a B.S. Degree in Business, and a second B.S. Degree in Economics from Eastern Illinois University, to hold senior executive positions with PepsiCo, American Hospital Supply, Baxter Healthcare, EDS, Robinhood Consulting, and Indiana National Bank.
Steven began his career working for the Naval Undersea Warfare Center in Newport, RI. He was an electrical engineer working on software development projects for the USN submarine fleet. Steven left the Center in 1995 to pursue work with a new technology called the “Internet”. He accepted a position in healthcare working as the network engineer for several Boston area hospitals who were eager to improve healthcare through new technology. Being a carpenter like his father, Steven used his skills in project management and engineering to start a homebuilding business eventually growing the business to $1M in sales. In 2008, he sold the business and returned to school to receive his MBA. While in school, he volunteered his experience in helping local small business owners improve their business at the Massachusetts Small Business Development Center. With his supervisor, he assisted over 60 clients in a 12-month period helping businesses to solve problems ranging from financing, human resources, technology, and accounting.
Leland B. Goldberg is a Turnaround Management Consultant, with over 30 years’ experience in managing and restructuring both under-performing and growing businesses. He has been the CEO for 14 companies and has also served as Financial Advisor to over three hundred manufacturing, distribution and retail businesses. Lee has been a frequent guest lecturer at Harvard Business School in connection with the HBS case study on his role as CEO of Newport Creamery. He is also a former Partner in the Business Restructuring Group at Coopers & Lybrand and a former Senior Credit Officer at Bank of Boston. Lee holds a B.S. degree in Business Administration with a major in Accounting from Northeastern University, and a Masters Degree in Business Administration with a major in International Finance from Boston College. He has served as an adjunct professor in the graduate business schools at both universities. He is a Certified Turnaround Professional, past President and founder of the Northeast Chapter of the Turnaround Management Association and an active member of the Association for Corporate Growth and American Bankruptcy Institute.
Mr. Miguel Hampton, MSM is a multi-talented self-starter who believes “in order to achieve what one has not achieved, one must do what they have never done”. Miguel has a diverse-managerial background with experience in downsizing strategies, which include the refocus of management, consumer and employee development/retention, brand marketing and advertising, internal and external sales, corporate retail and marketing sales, as well as multi-level retail management and development. After aggressively climbing the corporate retail ladder, Miguel chose to make a career change from retail into marketing where he spent several years as a Senior Sales Representative and later the VP of Sales. He later returned to retail for a short stent prior to starting his own Marketing Company, F5 Enterprises, LLC in 2007 and Food & Beverage Brand in 2012, Sancho Miguel’s Salsa. Miguel has his bachelor’s degree in Business Management from Wilberforce University and his Master in the Science of Management from Indiana Wesleyan.
The combination of teaching and business has been a part of Jason's life for his whole professional career. He has spent the last 7 years working with one of the biggest and fastest growing companies in Idaho helping to train and coach business professionals and entrepreneurs from across the US and Canada. Working with everything from very small businesses to multi-million dollar, global enterprises Jason has helped business owners develop the skills and enhance the attributes that lead to success. While business is one of his passions, there is nothing he loves more than to teach. Jason has a Master’s degree in Education and spent 5 years teaching high school. Creating a learning environment that fosters interaction, growth and achievement have been skills that he has developed over a decade of teaching and coaching.
An entrepreneur, strategist, and consultant on high performance teams, Gene Hopper is known for her ability to get executive teams to work together behind a new idea or high stakes outcome. Gene has served as consultant or interim management for clients ranging from Fortune 20 companies, non-profit organizations, venture and early stage medical, technological and service companies. Gene leads executive teams through the development of real world strategic plans to execution of the plans through building high functioning teams committed to results. Gene’s magic is her ability to work in complex and challenging environments, extract order, and build teams of leaders who pull together to make it happen. Throughout Gene’s career, she has both attracted and identified extraordinarily talented, authentic and effective individuals committed to building lasting value and culture. Hopper + Associates’ strength is in helping these individuals identify barriers, magnify strengths and act on opportunities to improve themselves, their team and their organization. It is the culmination of Gene’s experience and her passion in creating high performance places.
Kevin possesses strong international business, financial management, business strategy development and analytical expertise. He has combined these skills with his passion to help businesses grow to form Anchor Strategy Group. Anchor’s mandate is to help private businesses and governments to develop and navigate the nuances of changing and competitive global market places. Over the last five years, Kevin has worked with a number of business owners and government clients in the areas of strategy development, project management and training. Kevin holds a Bachelor from the University of the West Indies in Jamaica majoring in Accounting and Economics. He completed the UK based Certified Public Accountants examination and then completed a MBA in Finance and Accounting from the Simon School of Business, University of Rochester in 2005.
Mr. Huggins is a Senior Executive, Entrepreneur and Consultant with solid leadership, program management, business acumen, strategic planning, and business development skills. He has over 30 years of experience in the Telecommunications and Information Technology industry; with over 15 years of experience of starting and leading small business enterprises. For the past 7 years, he has provided business operations and business development consulting support to small and medium sized businesses. Mr. Huggins is a certified Project Management Professional (PMP); and has over 18 years of project management experience. He is a results-driven individual and recognized as a strong leader and visionary; who maintains a passion for motivating and integrating people into developing extraordinary solutions. Mr. Huggins has received National, State and local personal and business awards, including the selection as a 2006 US Black Engineer & Information Technology Magazine Top Black Entrepreneur; 2006, 2010 & 2012 Mid-Atlantic Region Top 100 Minority Business Enterprise (MBE) Awards; received a 2011 Maryland Governor’s Citation for his promotion of economic development and community enrichment; a 2011 Air Force Association (AFA) Medal of Merit.
Tim Kerin is an author, national speaker, business consultant and serial entrepreneur owning 5 multi-million dollar businesses in the Washington DC metro area. With 25 years of entrepreneurial experience, Tim is passionate about educating business owners on the challenges he and his wife Tracey faced together. Tim is also a mentor with many military organizations on helping Veterans and their spouses start their business career by owning their own business. He has hosted a national webinar with Entrepreneur Bootcamp for Disabled Veterans and Syracuse University on challenges of a business. Tim has also hosted several worldwide webinars with ExecSense on business. He has spoken at national and regional trade shows on networking along with many local programs in the Washington DC area. Tim is also a 2009 Top 100 CEO recipient in Washington DC from Smart CEO Magazine.
Octavia’s business training began eight years ago when she moved to Birmingham, Alabama from San Francisco, California. She served for four years as the program development manager for the SBA funded entrepreneurial development agency, Central Alabama Women’s Business Center in Birmingham. During that time she became aware of the psychology factor of business and began a master’s program in psychology, completed in 2010. At that time, Octavia founded Psychology for the Real World (PRW) a study and research group focused on best business and workforce development practices for the 21st century workplace. PRW provides curriculum for staff training using the latest research from psychology on human development and learning. Her client list includes Jefferson State Community College, US Steel and AmeriCorps. She is currently completing a degree in business administration and researching the economic psychology of poverty for a book. She has written for the Birmingham Business Journal on SWOT analysis, recent articles about business by Octavia can be found at www.examiner.com.
As a former Vice President of Human Resources at GE Meredith has consulted, advised, and managed an active Human Capital/Resources practice for over 20 years. As a consultant, facilitator/trainer, she has developed and delivered unique and highly interactive, state of the art workforce training to Fortune 500 companies, membership associations, and government agencies. Meredith has a stellar reputation for delivering exceptional solutions designed to help clients understand the dynamics and importance of developing business leaders with the competencies required to lead increasingly diverse work environments. Meredith has influenced the continuing evolution of diversity work associated with leadership and organizational development. She is a former board member of the D.C. Transitional Housing Corporation, as well as the Maryland Board of Nursing. She currently serves as a board member on the Maryland Board of Physical Therapy Examiners. She’s served as a CASA (Court Appointed Special Advocate) for Montgomery County, MD as a volunteer; in addition, she is a 2001 graduate of Leadership Maryland and a 2004 winner of Maryland’s TOP 100 MBE award.
John Liddy has over 15 years of managerial experience and currently serves as the entrepreneur in residence for several colleges and universities. Mr. Liddy also is the Director of the Syracuse Student Sandbox, which is an accelerator program for college student run businesses. He has been part of five startup companies, primarily in an operations and finance role. Immediately preceding his tenure as EIR, Mr. Liddy headed a business unit for a publicly traded company where he had full P&L responsibilities for a $300 million dollar business and had over 300 employees reporting to him. John received his undergraduate degree from the University of Vermont and received his MBA from the Whitman School at Syracuse University in 2003.
Ralph Little is an Associate Instructor at the University of Utah since 2008. Prior to that, he was Program Director of Entrepreneurship for LDS Business College. He was the President of Little & Company for 19 years. Ralph has a BS in Finance and a MBA from the University of Utah, and he is a gradute from Harvard Business School.
Jamillah Lodge is a Business Development Officer for Bermuda Economic Development Corporation (BEDC). She is responsible for providing BEDC clients with business development advice and loan guarantee assistance. In addition, Jamillah manages the marketing and communications plan on behalf of the Corporation and oversees the development of mentorship and youth entrepreneurship programmes. Jamillah has over ten years of business experience working in various positions in the USA and Bermuda. Educated in the United States, Jamillah graduated from Clark Atlanta University; Atlanta, Georgia with a B.A. Business Administration with a focus on Marketing and also obtained an AA in Merchandising Marketing from the Fashion Institute of Design and Merchandising; Los Angeles, California. Jamillah is also in the process of obtaining her MBA in entrepreneurship from Nova Southeastern University, Florida.
Shelley Lynn, founder of The Vision Space, began her career as a professional director and theater practitioner. Throughout her training in the arts, Shelley learned the importance of an integrated body/mind approach for performance success. She decided to bring this integrated awareness into the mainstream – where educators, leaders, and policy makers could benefit from these specialized performance techniques. Shelley set out to create a coaching model where right brain intelligence (creativity, spontaneity, vision) could be easily accessed outside the creative arts. Finding Clarity International’s Lights-On Learning™ method was the key!
David Mackinder has enjoyed a long and successful history in both business management and university level teaching. In the business world, he has extensive experience in both sales and management, including all marketing, sales and business infrastructure decisions in order to grow a retail company from start-up to greater than 4 million dollars in sales annually. Additionally, he has created and sold several small to medium sized businesses and most recently has acted as Treasurer/Secretary for his wife’s thriving garden design business where he is responsible for all business infrastructure issues. He received a bachelor’s degree in English from the Honors College at Michigan State University and he holds a masters of fine arts degree in creative writing and literature theory from Wayne State University where he likewise graduated with high honors and continues to teach today.
Mary Marshall began her business career running a family-owned business. Learning the details of small business operations and management led her to a career coaching small and medium-size business entrepreneurs who were interested in selling their companies. After three years of successfully completing many mergers and acquisitions, Mary was fascinated by one small high tech company and accepted a position as Sales and Operations Manager. She then became an owner and President of the company after completing a successful turnaround in less than a year. After selling her business to a partner in 2000, she launched a career as a consultant, primarily focused on operations management and organizational development. In 2012 Mary left corporate life at Vistage to go back to what she loves best – working with entrepreneur’s to help them achieve their dreams. She launched Marshall Advisors, LLC as a CEO and Executive Advisory agency to work with CEOs and their executive teams.
Accomplished executive with broad business experience. Five years of Public Accounting followed by 26 years with PepsiCo and Pepsi Bottling Group, the last 15 years as a Vice President. Senior Leadership roles in Finance, Mergers & Acquisitions and Technology. In depth experience in Project Management, Change Management, Strategy Development and Implementation, Business Operations and Technology Initiatives. Retired from PepsiCo in 2014 and moved to Indianapolis in 2015. Volunteering with SCORE organization as Small Business Mentor and as Board member with Indianapolis YMCA. Independent Consultant assisting clients in developing business strategies, leading implementation of key initiatives, driving change and performing project management. Providing Advisory Support to small and medium sized businesses.
Dana Mohr, JD, MS, CPCM is a professional, educator and business owner with more than 10 years of experience which includes helping launch over 40 businesses in a variety of industries. He is licensed to practice law in Colorado and Idaho and will be soon licensed in Washington, too. As a professional with a passion for business, he began his legal career at a small law firm in Denver, Colorado that was geared towards small business formation, counseling entrepreneurs and business planning. There, he helped with the launch of over 30 small businesses by advising on entity selection, incorporation, financial planning, business planning, and market analysis. He has assisted clients create LLC’s, S Corps, LLP’s, PC’s and non-profits, among others. Following this experience, Dana joined SBSA, Inc. (SBSA) as corporate counsel and operations manager. In this capacity, Dana manages and oversees the operations, human resources and legal needs of the company, an engineering firm with over 30 employees. Additionally, he manages all of SBSA’s subsidiaries and holding companies while overseeing the creation and implementation of each of those entities. Since moving to beautiful Coeur d’Alene, Idaho in the summer of 2014, Dana has continued in his capacity at SBSA while also launching his own law practice, Mohr Law, PLLC.
David is Founder of Jackson David (COO services and business consulting firm) and StartupDad (a blog for young entrepreneurs and those who support them), COO for Innovis Labs-Overwatch (mobile gaming platform), and a CEO Forum leader. David is an investor and mentor in a number of startup technology companies. He has degrees in Public Administration from the University of Central Arkansas (Honors) and the University of Houston. He joined the federal service through the Presidential Management Internship Program and worked for NASA and in the aerospace industry for 14 years. During that time he served as a program analyst, manager and consultant for the Shuttle, Space Lab and Space Station programs. Since leaving the aerospace industry, David has owned and operated several businesses in the fields of risk management, retail and business consulting. As a business consultant focused on startup and technology businesses, he was worked with a variety companies to commercialize products and services in the areas of nanotechnology, biotechnology, medical devices, software as a service, online retail, and energy technology.
Giselle Mota is a seasoned professional with experience in Recruitment and Education Management for the past ten years. She has owned and managed a small business focusing on staffing and recruiting, and has held several roles within different educational departments including academics, career services, and instruction. In these roles she has learned the business of Education Management and has been called upon to train across, as well as manage and direct, several departments. Within multiple roles in Recruitment and Education, she has experience in teaching, training and managing staff, exceeding metrics, full desk recruiting, and project management. She has worked closely with hiring managers, small business owners, students, graduates, faculty, executive directors, and team leaders in order to improve processes and develop new strategies and business development. A graduate with a Master’s degree in Business Management in 2011 from Kaplan University, a dual Bachelor’s degree in Marketing and Management from the University of South Florida in 2007, Giselle if a lifelong learner. She constantly adds to her education through professional development and continuing education.
In 2014, Yusef Muhammad received from SCORE, the 10 Years of Service Award, and in 2013 the Certificate of Special Congressional Recognition for International Trade and the 2012 SBA Minority Small Business Champion of the Year Award. Mr. Muhammad is the CEO of Frequency Communications Inc., the owner operator of multiple television stations that includes The Family Channel, Houston Affiliate Station and American Business TV. Mr. Muhammad has been in charge of business operations, television programming, syndication, advertising, media and business consulting for more than 20 years. In 1996, Mr. Muhammad formed Frequency Communications Inc., specializing in television production and distribution for affiliate stations and pay TV providers. Muhammad then co-founded in 2006, The Black Broadcasting Network (BBN) a 24-hour, cable television channel making history when it launched in 2009 as the fourth independently owned and operated cable television channel for Black-Americans on television.
Dr. Wendy Munday is the Director of the MBA program at Newman University as well as an Associate Professor and tenured faculty member teaching in the Division of Business. Before coming to Newman, Wendy enjoyed a highly successful corporate career in marketing and sales across multiple industries including banking, business development consulting, auto dealerships, and media. Dr. Munday also founded Management & Marketing Innovations, working with small businesses and entrepreneurs in a wide variety of sectors such as construction, banking, retail, custom building, design services, museums and many service-focused organizations to include a multi-year, multi-million dollar federally-funded research project in conjunction with several large social service agencies. Her work on the research project has been published on a national level. Wendy received her Bachelor of Science in Business Administration with a major in Marketing from Wichita State University. She completed her MBA at Wichita State University where she was awarded the Dale E. Wiggins Graduate Assistantship. Wendy went on to Oklahoma State University to earn her doctorate in Occupational and Adult Education.
Lin O'Neill, president of Futures, is uniquely skilled in helping individuals, teams and organizations—in both the profit and nonprofit sectors--articulate and realize their goals while maximizing quality of work life. With a blended background in operations and human resources, Lin has been a corporate executive and president of her own firm. Her talents stem from practical experience such as that gained while, as Vice President and Board Member (Corporate Officer) for Continental Airlines. Lin has a B.S. in sociology and a M.B.A. For more than two years, she conducted a weekly talk show regarding career and career transition challenges on a Los Angeles F M radio station. Among her numerous accomplishments: design/implementation of a team-based training program resulting in a 43% decrease in the operating costs of the seed division of a national agricultural firm and development/implementation of a global executive retention strategy that resolved an anticipated executive exodus.
Taiwo (Tee) Ogunyemi is the founder and Managing Director of Regent Consulting (Bermuda) Ltd., a business consulting and financing brokerage office. He is also the Managing Director for Bermuda Universal Realty, a real estate company with particular focus as a Buyer’s Agency. In addition, he is an Associate of Bermuda Business Coach, a company that provides Strategic Planning, Business Valuations and other services to the Small Business sector.Tee holds a BSc. (Hons) Degree in Estate Management as well as a Diploma in Management Studies (DMS) from Birkbeck College, University of London and a Master of Business Administration (MBA) degree from Webster University. Professional Designations include a Member of the Chartered Management Institute (MCMI) and Member of the Institute of Directors (MiOD). He currently serves as a director on the Board of two non-profit organizations.
Rhonnda is the Diversity and Business Equity Manager for Howard S. Wright, a Balfour Beatty Company, for the Oregon and Washington Divisions. Since joining the company, her influence has expanded the company’s commitment to achieve sustained and successful participation of small and diverse businesses on all projects. She is recognized as a leader in the local diversity community and has developed Oregon and Washington peer groups that pair Howard S. Wright’s executives and project managers with small business owners; the peer group goal is to grow sustained business relationships that lead to working together on Howard S. Wright construction projects. Rhonnda is also passionate about workforce development and encouraging young people to explore the construction industry career pathway.
Julie Percell is a business owner and instructor/trainer in Honolulu, Hawaii. She has a background in sales, marketing, and accounting. Julie has a strong level of expertise in the travel industry and business community- she developed advertising for MediaHI, and custom publishing including Kauai Travel Planner, Maui Vacation Planner, the Big Island Vacation Planner, Maui Wedding Association, the meeting and incentive business, the professional travel trade planner and the Islands of Aloha, the state consumer vacation planner. Julie is a certified instructor of entrepreneurship at Kapiolani Community College, NextLevel, Kauffman Institute, and Cisco Systems. She taught her own series called “Be Your Own Boss,” as well as a seminar titled, “Fuzzy Slippers and other Distractions: How to Start a Business from Home”, among many other courses and seminars.
Steve Pitcairn is CEO and a certified Business Coach with Clear Vision Business Services. Steve’s practice is based in Jackson, Tennessee and he provides his services in Tennessee, Missouri and Arkansas. Recognized as the “Outstanding Coach in Tennessee” in 2009 and a winner of the “Emerging Business Award” from the Jackson Area Chamber of Commerce, Steve puts what he teaches into practice. As a Certified Business Coach, Steve uses his abilities to partner with small and mid-size businesses to implement improved processes and systems for their strong growth. He helps businesses achieve success by revisiting the dreams and visions of the owner, analyzing where the business is currently, and developing a plan as how to achieve their goals. Once the plan is in place, Steve meets with the businesses on a weekly basis to act as an advisor, mentor, and most importantly to hold the owner accountable for taking the necessary steps to achieve their goals.
Nicholas Rago is the president and CEO of Consultants to Management, a Phoenix based firm that assists companies to grow profits and people through improved operations management, marketing, sales and human resources strategies. Mr. Rago holds two degrees in marketing and management from Temple University, the Fox School of Business. A former Army N.C.O. reservist, he is a Director emeritus for the School of Services Leadership at Arizona State University, serves on the Board of Visitors for Temple’s Fox School of Tourism and Hospitality Management, serves on the Board of Directors of CASS, the largest shelter in the state of Arizona, and the Board of Advisors of St. Mary’s Food Bank, the world’s first food bank.
Dan Ramacciotti has over 35 years of experience in management. He has held executive positions in marketing and operations in both public and private firms. As CEO he has led startup and growth-stage firms in two different business sectors; both of which achieved higher management efficiency ratios than their industry. Currently, he spends his time as a business consultant and an Adjunct Professor teaching both at Webster University and Lindenwood University in the graduate and under graduate programs in the departments of Business, Management, and Entrepreneurship. As a consultant he mentors business owners in strategic planning. His community efforts include mentor and judge for Entrepreneurial studies at Webster University, facilitator for the educational seminars for the organization SCORE and board member for both profit and non-profit firms in the St. Louis area. He holds degrees from Lindenwood University-MBA and the University of Missouri-BS. Specialties include: strategic planning, turn-around and leadership.
Rita Caldwell Ricks is unlike any other person on the speaking circuit, because she coaches everyone in her view. Her wisdom, wit, energy and encouragement are the catalysts which inspire her listeners to renew the person within. Rita’s dynamic presentations are custom made for each group and, wherever possible, she moves through the audience to personally connect with individuals. In 1988 Rita launched Mirror Enterprise INC. a professional and personal development training company. Her emphasis was on The Impact of Image which became the title of her first workshop series followed by a video titled Careering: A Concept for Success. This video, created for high school and college students, highlighted the proper way to interview, dress appropriately, network effectively and practice proper meal etiquette. Two years later Mirror Enterprise INC. broadened its service offerings to include diversity training, leadership development, customer service, team building, and management training. In 2007, Rita wrote and published “PERMISSION GRANTED! A JOURNAL OF SPIRITUAL EPIPHANIES”. Unlike most journals with blank pages, this one asks provocative questions that invite you to take a critical look at yourself and embrace the life that is uniquely yours.
Leigh Ann Roberts was raised in Jackson, Mississippi and attended undergraduate and law school at the University of Mississippi. Leigh Ann is an ACC level coach certified by the International Coaching Federation, has been a civil mediator for over 16 years and is listed as a Tennessee Supreme Court Rule 31 Civil Mediator. Leigh Ann has mediation, arbitration, facilitation, training, coaching and conflict resolution skills and experience for a wide spectrum of organizations and settings. Founding member of Circle Center Consulting, LLC and Brentwood firm of Papa & Roberts, PLLC, Leigh Ann has advised many professionals, businesses, corporations, for and nonprofit, in Tennessee. Leigh Ann was a Tennessee Assistant Attorney General in the Consumer Protection Division where she represented the State of Tennessee in federal and multi-state consumer protection litigation, and regulated Tennessee nonprofits.
Allan is a Professor of Business and Department Chair at Vermont Technical College. Allan teaches courses in entrepreneurship, organizational behavior, business ethics, technical project management, business strategy, and operations management. He is also a management and board consultant specializing in organizational development. His clients have included higher education, state government, private industry, and non-profits. Allan has been involved in angel investing and a variety of start-ups over the past twenty years. He was founder and CEO of Engineered Thermal Systems, Inc. (ETS) in St. Johnsbury, Vermont, an ISO & QS 9000 manufacturer of automotive components, and recipient of the Chrysler Gold PentaStar award for five consecutive years. ETS employed 150 people when it was sold to Lydall-Westex in 1998. Prior to ETS, he was Vice President of Product Development at EHV-Weidmann Industries, a manufacturer of high voltage electrical insulation. Allan received his M. B. A. from Boston University with a concentration in Marketing and Marketing Research and M. Ed. (Masters in Education) at the University of Massachusetts, Boston, with a concentration in Instructional Design. He received his B. A. in Japanese Literature from the University of Massachusetts, Amherst.
Mr. Robert Ross, affectionately known as BoB, is the CEO, founding member and lead consultant for Professional Consulting Associates, LLC or “PCA”. Working with leaders at virtually all levels in large, small, public and private sector organizations, BoB’s approach is based on collaborative leadership principles and an engaging, compelling and highly effective working methodology. In his roll as lead consultant, BoB has conceived and implemented courses, seminars and workshops for more than 10,000 individuals. He has developed leadership at 20+ Public Safety organizations and developed leaders at 15+ State and Federal Agencies. ‘Command Team Building & Facilitation, Executive Leadership Development, Conflict Management, Diversity & Inclusion, Strategic Planning & Organizational Effectiveness are just a few of his programs.
Aldo Scrofani began his tenure in the theatre in 1977 at Jujamcyn Theatres Corporation. During his 13 year term he served as the Executive Vice President and Executive Producer and participated in the vast growth of the organization into one of America’s leading and most progressive theatrical companies. Jujamcyn owned and operated first class legitimate Broadway theatres, as well as produced some of the Broadway Theatre’s most memorable and successful productions. In 1990, he joined Columbia Artists Theatricals (CAT). CAT was among the industry’s most highly regarded producing and management companies, and was a leader in the world of theatrical touring. During his 18 year term with CAT, Mr. Scrofani served as the Chief Operating Officer. In addition, during this term, he also held the position of Executive Vice president and COO of Columbia Artists Management, Inc. (CAT’s parent company) and was a senior member of the Board of Directors. In 2009, he founded Theatre Management Associates, Inc. (TMA) and its subsidiary, Moonglow Productions LLC. TMA/Moonglow is a theatrical production and management company providing expertise and professional services to theatrical ventures on a worldwide basis. He is a lifetime member of The League of American Theatres and Producers (now The Broadway League) and has served on both the Executive Committee and the Board of Governors. He also served for 15 years on both the Tony® Management and Tony® Administration committees and continues to be a TONY Voter. Mr. Scrofani is also an Adjunct Professor at New York University’s Stern School of Business teaching a course entitled “The Business Of Broadway. In addition, through a partnership with NYU and the Mayor’s Office of Media & Entertainment Mr. Scrofani is also teaching a graduate level course for CEO’s of media & entertainment companies entitled “Steps for Growth” using the renowned Interise curriculum.
Ken Sevick is founder and President of ActionCOACH of Western PA. He has coached and trained business owners, CEO’s, and their teams in over 40 different industries. Ken has helped businesses ranging from professional services, to manufacturing, to retail realize double digit sales and profit growth in 12 months or less. He has successfully served as a change agent in revitalizing and reenergizing teams of people in sales, production, administration, and operations. His organization was ranked as one of the top 100 Coaches Globally in 2008.
Entrepreneurial with a passion for developing Leaders, Marty Shea started his business path over 25 years by co-founding a single unit restaurant in San Francisco. With its niche in the Fast Casual sector of the industry, Specialty’s Inc. now operates over 50 restaurants up and down the West Coast and Chicago and continues in full expansion mode. While still active in an advisory capacity, Marty exited his business and turned it over to his management team in 2008 to further pursue personal development and to spend time with his family. He ultimately strives to become significant in others’ personal and professional growth. Now as the founder and principle of K2 Business Coaching, Marty’s Executive Coaching practice serves those in both profit and non-profit sectors. He coaches and mentors CEOs and their executive management teams as well as those in small businesses, including the start-up phase.
Richard Sheridan has owned and operated accounting and financial planning practice in the Youngstown, Ohio area for the last 33 years. He has worked with a variety of businesses over that period in the areas of: accounting systems, payroll, tax planning and preparation, financial planning, business acquisitions and sales, marketing and a variety of other concerns unique to the small business owner. In addition, he has taught a number of classes on entrepreneurship at Youngstown State University, Kent State University, and Ashland University in Ohio, as well as seminars for professional organizations. Richard earned a Bachelor of Business Administration (BBA) in Economics and Finance from Kent State University and a Masters of Business Administration (MBA) from Youngstown State University. He is also enrolled to practice before the Internal Revenue Service (EA); a Certified Financial Planner (CFP); a Certified Public Accountant (CPA); a Personal Financial Specialist (PFS); and a Registered Investment Advisor Agent (RIA) with the Securities and Exchange Commission.
As founder and president of Fulcrum Drive, Gloria is dedicated to improving organization effectiveness and helping entrepreneurs build value. Gloria combines entrepreneurial experience, the art of facilitation, and a solid foundation in management accounting to help owners strategize, manage change, and build business value. She helps both for-profit and non-profit leadership teams engage in fruitful conversations and develop multi-year strategic plans with well-founded initiatives and integrated financial plans. Also, under her guidance, companies make fundamental accounting improvements to support growth, meet lender requirements, and keep management informed and engaged.
G. T. “Toby” Stansell continues to serve in executive management roles for high-impact, fast-growth organizations that want to leverage innovation and technology for improved operational and financial performance. Mr. Stansell specializes in developing and deploying innovative approaches to an organization’s most pressing problems and primary opportunities, and his involvement imprints an indelible culture within commercial, civic, and cultural entities that motivates, galvanizes, and unifies the organization’s personnel to fulfill its true purpose. Toby’s primary objectives when leading an organization are to identify and capture transformative opportunities, increase the productivity of people and processes, and optimize operational and financial performance. His prescriptive approach has equipped organizations of all shapes and sizes to make better decisions faster, leverage their strengths for a competitive edge, and maximize results.
Bill Treadwell is an Executive Coach, Advisor, Consultant and Mentor. His role is to help executives to become great leaders and to achieve better results. He has a vast professional background including:
Gene Wright is a Strategic Business Leader and Innovator with over 25 years of experience in multi-national, technical, manufacturing, IT, engineering and research environments. A change agent with strong customer/market focus and demonstrated skill in business development and developing energized cross-functional teams. Since 2011, Gene has been Director of the Executive MBA Program at the University of Wisconsin. He has a BS in Industrial Management and Electrical Power Engineering, MSOE, Milwaukee, WI, and a MS, Engineering Management, MSOE, Milwaukee, WI (National Dean’s List).
Whether the organization is looking to kick off a green initiative, green up their next event, or promote their green efforts for the world to see, C S Wurzberger and her network are here to assist. She is a chief marketing strategist, sustainability consultant, green event planner, and trainer with 25 years of experience and extensive training in managing all aspects of web development and Internet marketing for animal-related organizations, veterinarians, zoos, nature centers and green-focused businesses. C S has personally assisted hundreds of businesses worldwide build and market profitable, successful websites that rank high in the most popular search engines including Google, Bing and Yahoo.C S is also an in-demand web educator and shares her green marketing expertise with a variety of business organizations devoted to small-medium business success, including SCORE® Counselors to America’s Businesses, several professional organizations including Center for Women and Enterprise, Boston, national gift shows across the country, including the National Stationery show, NYC, Boston Gift Show, Halloween & Costume show, Chicago, Transworld’s Variety and Gift Show, NAVC (North American Veterinary Community and Conference ) and educational institutions such as Simmons school of Management, Boston.
Jaime Yordan-Frau is an innovative leader, entrepreneur and inspirational speaker, delivering exceptional results at every opportunity. As an executive coach and business consultant, he is results-driven first and foremost, and passionate about helping people transform the quality of their lives. Jaime earned a master’s degree in industrial-organizational psychology as well as several coaching skills certifications. He attributes his own success to his visionary scope, clarity of communication, and engaging leadership style. These qualities have propelled him to become a trusted advisor to presidents of multinational companies, small businesses and emerging enterprises alike. Through his professional practice, Integro Success Unlimited, Jaime focuses on helping his clients discover the synergistic relationship between passion and performance and once there, guides them to achieve unparalleled levels of success.
Russ Young is a certified and licensed Professional Business Coach with ActionCoach (January, 2003), Director of Coaching for Georgia, Business, Firm Owner/Partner, on the Board of Directors of a number of Not for Profits, as well as a member of the International Business Coaching Institute, Chambers of Commerce and several area business associations. Russ was born and raised in a neighborhood of Chicago where he first learned the principles of small business entrepreneurship from his father. Russ' business career began when he was 14 and continued through formal education, teaching, entrepreneurial challenges, corporate life, and business ownership. From working with small and midsized businesses in 65 countries, he has had the opportunity to learn that the challenges and dreams of business owners everywhere are both very similar and unique at the same time.
Gail Zelitzky is the Founder and Principal of Silver-Robins Consulting, LLC. Operating since 2000, S-R collaborates with small businesses on innovative strategies for sustainable growth. Components involve creative problem solving, strategic sales, marketing planning and leadership development. Gail is also co-founder of Transformation Lab™ - a sales advisory group that leads entrepreneurs into culture-changing growth. She authored Taming Time, Learning Leadership and forthcoming book: Gearshift. Since 2008, Gail has been contracted by Interise to work in the Streetwise Steps for Small Business program. She is an Instructor, Support Coach and Trainer. Gail was the 2010-11 president, and continues to sit on the Board of Directors, of NAWBO, (National Association of Women Business Owners), Chicago Chapter. She served 6 years on the Lincoln Park Chamber of Commerce Board of Directors, Executive Board, and, for 2 years as President. She served 6 years on the Illinois Retail Merchants Association Board of Directors. She is a member of the Small Business Advocacy Council and serves on the Board of the Women’s Committee. She is currently pursuing her MAAPS degree in creative leadership at DePaul University’s SNL.
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Director of Finance and Administration
Since 2004 Interise has been a national leader in business-led economic development. Our innovative approach to leveraging the growth potential of established small businesses in lower income communities was recognized in 2008 by the Smaller Business Association of New England when we received their New England Innovation Award, which recognizes organizations that have the potential to be a game changer. (Other past winners include Zipcar, Hubspot, and iRobot.) After rigorous screening and proof of impact, Interise was chosen as a member of the Social Impact 100 (S&I 100 Index www.SI100.org), signifying that we are one of America’s top-performing 100 organizations on this first-ever broad index of U.S. nonprofits. Since 2008 Interise has been the national instructional provider for the SBA’s Emerging Leaders Initiative, growing it from 10 to 54 sites a year.
Small businesses are the U.S. job creation growth engine, generating 64% of net new jobs over the past 15 years. Interise provides established small employers in lower-income communities with the management education, business know-how, and professional networks needed to plan, achieve, and manage the long-term growth of their businesses. Completion of our StreetWise ‘MBA’™ leads directly to authenticated business growth, net new job creation, and community leadership. As a result, Interise businesses create jobs, last year at 9X the rate of the private sector as a whole. Over 75% of Interise business owners are women, minorities, immigrants or located in a low- to moderate-income community. The World Bank has identified Interise as ‘one of the 25 must see programs for growing established entrepreneurs.
Through our innovative networked nonprofit business model, we have grown a national network of partners currently utilizing our StreetWise ‘MBA’™ in 75+ cities across the country. Over 4000 small business owners have used our award-winning StreetWise ‘MBA’™ to grow their existing small businesses, leading to the creating of 30,000 new jobs over the last ten years. Our annual Impact Reports details the outcomes arising from our work: https://www.interise.org/our-impact.
Our annual operating budget is just under $5MM, and we have 25 FTE. The Interise national network has an aggregated budget of $10MM to $12MM, and includes an additional 75 FTEs. There are 80+ contracted instructors across the country. We are compact, well managed organization with much larger impact than our finances and staffing would initial lead you to believe. Quite simply, we consistently punch above our weight.
Interise is looking for a seasoned financial professional to be part of our Senior Leadership Team, consisting of the directors of external affairs, program operations, and national expansion. The person appointed to this position will be our lead on the financial, human resources and technology systems and strategy, ensuring that we have the operational practices needed to support our continued rapid growth, as well as the strategic insights needed to ensure our resilience and sustainability. While the initial expectation is that this person will play a hands-on role, the goal is to build an expanded finance management team allowing for greater emphasis on the more strategic responsibilities of the position. There is currently one full-time accounting assistant focused on AP/AR.
This position will be accountable for providing the board and staff with the financial strategy, planning and policy implementation needed to ensure its effective operation and growth. We expect this position to provide Interise with rigorous financial analysis, budgeting and forecasting. We will look to this person to ensure accurate financial and cash managing, ensuring effective administration and operations of our accounts and general ledger. A detailed list of the responsibilities of this position and the team s/he will lead is attached.
- Bachelor Degree in Accounting or Finance
- CPA/MBA preferred
- 5 years minimum experience as a Senior Comptroller, Director of Finance and Administration, or CFO in a non-profit organization
- Outstanding communication and presentation skills
- Demonstrated leadership ability, confidence and executive presence – ability to motivate staff and win the respect of the board
- Excellent analytical, reasoning and problem-solving skills
- Significant experience working with external auditors, internal controls and compliance-related issues
- Experience with identifying and contracting organizational technology systems
Salary: Commiserate with experience. Benefits include health/dental/vision insurance, two weeks paid vacation and ten public holidays, 403B Plan with employer contribution, commuter benefits, Flexible Spending Account, and professional development (time and money). Interise observes a paid company holiday the last week of the year.
More information on Interise may be found at www.Interise.org. Applications will be reviewed on a first-come-first-served basis. Candidates are encouraged to apply as soon as possible as we hope to fill this position by January. Applications should include a cover letter and resume.
Ours is a multi-cultural team and we thrive on diversity.
ADDENDUM: DETAILED RESPONSIBILITIES
Strategy, Planning and Management
- Act as the lead financial officer on the senior executive leadership team.
- Assess and evaluate financial performance of organization with regard to long-term operational goals, budgets and forecasts.
- Provide insight and recommendations to both short-term and long-term growth plan of organization.
- Identify, acquire and implement systems and software to provide critical financial and operational information. Evaluate departments/programs and make suggestions for automating processes and increasing working efficiency.
- Communicate, engage and interact with Board of Directors and Executive Director.
- Create and establish yearly financial objectives that align with the organization’s plan for growth and expansion.
- Participate in pivotal decisions as they relate to strategic initiatives and operational models.
- Interact with and bring department into line with Board of Directors’ plans, initiatives and recommendations.
- Implement policies, procedures and processes as deemed appropriate by the Chief Executive.
- Select and engage consultants, auditors and investors.
- Recruit, interview and hire finance and accounting staff as required.
- Represent company to banks, financial partners, institutions, investors, public auditors and officials.
- Prepare and present monthly financial reports including monthly profit and loss statement and profit center analyses.
- Review and analyze monthly financial results and provide recommendations.
- Identify, develop and execute analysis of development initiatives, program launches and/or new service offerings.
- Develop and maintain monthly operating budget and annual company operating budget.
- Supervise accounting staff to ensure the proper functioning of all systems, databases and financial software. Provide regular maintenance and backup of all accounting systems and supervise financial staff.
- Review and ensure application of appropriate internal controls and financial procedures.
- Ensure timeliness and accuracy of financial and management reporting data for federal funders, foundations, and board of directors.
- Prepare and communicate weekly, monthly, quarterly, and annual financial statements.
- Prepare and file in a timely manner all local, state and federal tax returns.
- Ensure appropriate legal human resources compliance.
- Oversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies.
- Undertake all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation.
- Enhance and implement financial and accounting systems, processes, tools and control systems.
- Serve as the key point of contact for external auditors; manage preparation and support of all external audits.
- Remain current on audit best practices as well as state, federal and local laws regarding company operations.
- Manage cash flow planning process and weekly reporting, ensuring a minimum defensible interval of at four months.
- Supervise accounts receivable management and provide guidance relating to the collection process.
- Manage accounts payable and prepare and collect invoices for accounts receivable.
- Oversee cash, investments and asset management area.
- Explore new investment opportunities and provide recommendations on potential returns and risks.
- Maintain outstanding banking relationships and strategic alliances with vendors and business partners.
- Process bi-weekly payroll with the payroll company.
Program Manager, Partnerships
Interise Is Hiring a Key Team Member: Program Manager, Partnerships
Interise seeks a seasoned account management professional to take us to the next level. Serving as a member of the National Partnerships Team and reporting to the Director of Programs, our Program Manager, Partnerships will have the task of ensuring we meet our goals for supporting our existing and future partners, to support our continued rapid growth, as well as become an integral part of the organization needed to maintain our resilience and sustainability.Download the Full Job Descrition to Apply
Program Manager, Worcester County/Lowell
Interise Is Hiring a Key Team Member: Program Manager, Worcester County/Lowell
Interise seeks a seasoned account management & new member acquisition professional to take us to the next level. Serving as an integral member of the Massachusetts Direct Delivery Programs Team and reporting to the Senior Manager, Programs our Worcester County/Lowell Program Manager will have the task of ensuring we meet our goals for supporting our existing and future direct delivery program participants, to support our continued rapid growth, as well as become an integral part of the organization needed to maintain our resilience and sustainability.Download the Full Job Descrition to Apply
Senior Development Manager
Since 2004 Interise has been a national leader in business-led economic development. Our innovative approach to leveraging the growth potential of established small businesses in lower income communities was recognized in 2008 by the Smaller Business Association of New England when we received their New England Innovation Award, which recognizes organizations that have the potential to be a game changer. (Other past winners include Zipcar, E Ink, Hubspot, Genzyme, and VistaPrint.) After rigorous screening and proof of impact, Interise was chosen as a member of the Social Impact 100 (S&I 100 Index www.SI100.org), signifying that it is one of America’s top-performing 100 organizations on this first-ever broad index of U.S. nonprofits. Since 2008 Interise has been the national instructional provider for the SBA’s Emerging Leaders Initiative.
With revenues at $4.2M and a mixed income business model, we provide established small employers with the management education and business know-how needed to plan, achieve, and manage the long-term growth of their businesses. As a result, Interise businesses create jobs at 5x to 7x the rate of the private sector as a whole. 93% of Interise business owners are women, minorities, immigrants or located in a low- to moderate-income community.
Through a national network of partners, Interise currently works in 65 cities across the country – with new partners joining the network on a monthly basis. Almost 3000 small business owners have partnered with Interise to grow their existing small businesses. To learn more about our work, impact and growth visit: www.interise.org
Reporting to the Director of Corporate Partnerships and External Affairs (Director), the Senior Development Manager (SDM) serves as a key External Affairs team member, and is responsible for ensuring effective implementation of fundraising and development activities. The SDM will assist in the design and implementation of a comprehensive plan for developing key external alliances by cultivating and stewarding philanthropic, government, and individual relationships.
The SDM will have responsibility for achieving the development target through responding to federal and state request for proposals, the stewardship of foundation and corporate donors, and organization of events. Our current annual fundraising target is $750,000. We expect this target to increase as the Director and the SDM systematically and effectively strengthen the organization's overall fundraising capacity and expand and diversify Interise’s donor pipeline. This is an exciting opportunity for a strategic development professional who wants to support a fast-paced, learning-oriented and growing organization.
- Assist the Director of External Relations in development and execution of Interise’s annual fundraising plan.
- Cultivate and steward relationships with current funders and donors.
- Proactively identify and research potential new donors and funders; determine the appropriate roles for staff and Board members to play in cultivating, soliciting, and stewarding donors and prospects.
- Collaborate with the Program Manager (Continual Engagement) on the organization of special events, ensuring that sponsorship targets are achieved.
- Identify opportunities to refine existing development processes and systems, or to introduce new ones, in order to ensure that this infrastructure supports the effective functioning of the development department.
- Manage systems to ensure completion and delivery of reports to funders; maintain detailed records of proposal submission, stewardship, and reporting activities.
- Ensure the implementation of the grants management process, liaising with the Director of Programs to ensure that all commitments are communicated internally and included in the planning of the program staff.
- Develop and implement communication strategy for existing and potential donors and funders; work closely with Marketing Manager on annual appeal and other key initiatives.
- Partner with the Marketing and Communications Manager to ensure the media coverage promised to corporate sponsors is obtained.
- Plan and manage special events that support fundraising efforts.
- Lead ad hoc special projects that support and respond to organizational growth and development.
- At least 5 years of experience with progressive levels of responsibility serving in a development function; demonstrated experience stewarding corporate and foundation relationships.
- Experience building internal and external relationships across a diverse set of stakeholders.
- Strong organizational skills, with an ability to multi-task and prioritize multiple projects.
- Highly developed interpersonal, oral, and written communication skills.
- Knowledge of best practices for development infrastructure, including development information systems and planning.
- High energy, positive, “can-do” attitude, flexibility, teamwork, and high degree of initiative.
- Comfortable in a growing and evolving organization, where proactive change in response to constituent needs and opportunity is part of our culture.
- Previous experience with Salesforce, preferred.
- Bachelor’s degree required.
- Demonstrated passion for economic, community or small business development in addition to supporting urban communities.
Please upload a resume and thoughtful cover letter, outlining how your skills and experience meet the qualifications of the position and stating how you heard about this opportunity, both in Word format, addressed to Deirdre Coyle here. Applications will be reviewed on a rolling basis.
Interise is an equal opportunity employer.
About Commongood Career
Interise has partnered with Commongood Careers to conduct the search for a Senior Development Manager. Commongood Careers is a mission-driven search firm that supports the hiring needs of high-impact nonprofits. With an approach that leverages robust talent networks, recruitment and search management expertise, and a deep understanding of our clients’ missions and cultures, we help organizations secure the talent they need to create greater social impact. Since our founding in 2005, Commongood Careers has led more than 700 searches at 275 organizations in 33 states, making us one of the most experienced and dedicated nonprofit search firms in the country. Learn more about nonprofit job opportunities at Commongood Careers.
Senior Learning and Development Manager
Since 2004 Interise has been a national leader in business-led economic development. Our innovative approach to leveraging the growth potential of established small businesses in lower income communities was recognized in 2008 by the Smaller Business Association of New England when we received their New England Innovation Award, which recognizes organizations that have the potential to be a game changer. (Other past winners include Zipcar, Hubspot, and VistaPrint.) After rigorous screening and proof of impact, Interise was chosen as a member of the Social Impact 100 (S&I 100 Index www.SI100.org), signifying that we are one of America’s top-performing 100 organizations on this first-ever broad index of U.S. nonprofits. Since 2008 Interise has been the national instructional provider for the SBA’s Emerging Leaders Initiative.
Small businesses are the U.S. job creation growth engine, generating 64% of net new jobs over the past 15 years. We provide established small employers with the management education and business know-how needed to plan, achieve, and manage the long-term growth of their businesses. Completion of our StreetWise ‘MBA’™ leads directly to business growth, net new job creation, and community leadership. As a result, Interise businesses create jobs on average at 5x the rate of the private sector as a whole. 93% of Interise business owners are women, minorities, immigrants or located in a low- to moderate-income community.
Through a growing national network of partners, Interise currently works in 65 cities across the country. Almost 3000 small business owners have used our award-winning StreetWise ‘MBA’™ to grow their existing small businesses. Our Annual Impact Report details the outcomes arising from our work: http://www.interise.org/our_impact. Interise has created new modules and are updating existing ones for the FDIC’s national Smart Money: Small Business curriculum.
Interise is seeking a senior learning and development professional to join our rapidly scaling national organization. The successful candidate will be flexible, forward-thinking, and a self-directed problem solver. You will have a commitment to excellence and to ensuring the best possible development, implementation, and evaluation of Interise’s learning programs and products for established small businesses and our organizational partners. The ideal candidate will have extensive experience in product/program development and instructional design and proven impact in developing and delivering game-changing learning products for adults, utilizing a combination of instructional approaches. Knowledge of organizational development and small businesses, and experience in creating scalable curricula are highly desirable. Building and leading a product/program development team made up of on staff and contract employees is a major part of this role.
The Senior Learning and Development Manager (SLDM) will increase the impact of Interise’s mission and help us maintain our position as a market leader. S/he is a member of Interise's Learning and Development Team, consisting of the Senior Training Manager, the Program Associate for Instruction Support, a team of eight Instructor Support Coaches, and a national network of 65+ contracted small business instructors. Interise instructors have a proven record in successfully growing established small businesses and in facilitating adult learning.
1. Oversee the development of core learning products/programs and the development of curricula including assessment, design, implementation, and operational guidance and standards.
2. Project manage subject matter experts drawn from business, universities; Interise instructors and 3rd party instructional design vendors of in the revision existing educational resources and development of new learning and development products.
3. Partner with the Senior Training Manager and the Continual Engagement Program Manager to execute high quality learning experiences with measurable results for Interise partners and customers.
4. Collaborate with the Senior Training Manager on the development and delivery of instructor trainings.
5. Collaborate with a variety of stakeholders across the Interise network, including government agencies, university departments, business associations, Interise instructors, and Interise business owners to develop new and refine existing educational products.
6. Identify and implement operational efficiencies, including the use of new instructional technology.
7. Drive continuous improvement through process discipline and innovation. Conduct ongoing benchmarking against internal/external best practices to ensure programs are effective and competitive.
8. Identify ways to contribute to Interise’s recurring earned income stream through learning products and services.
All Interise staff should have demonstrated leadership skills, a passion for urban communities, and effective collaboration skills. Other qualifications include:
- 8+ years of demonstrated excellence in training and instructional design, with a minimum of 2 years of e-learning experience, and 2 years experience managing a team of product developers and instructional designers.
- Bachelor’s degree required, Masters Degree in Business Administration, Education, Instructional Design or a related discipline preferred. Experience with small businesses is a plus.
- Highly competent in adult learning principles and contemporary learning theory and practices, including needs analysis, curriculum design, facilitative instruction, learning technology, evaluation, and overall organizational development principles.
- Strong people and project management skills with experience managing learning and development professionals preferred.
- Extensive knowledge of learning management systems (Moodle is used by Interise) and the design and delivery of learning programs in multiple formats (instructor lead, blended, self-directed, and classroom).
- Excellent written and oral communication skills, including planning and facilitating meetings and writing reports to build commitment, share information, gather input and accomplish tasks.
- Results and deadline-driven. Excellent time and project management skills.
- Strong team orientation and ability to work effectively in collaboration with diverse groups of people as well as independently.
- Sales or Customer Service orientation and experience.
- Proficient in Microsoft Office (Word, PowerPoint, Excel) and Adobe Indesign.
- Sense of humor and desire to be an integral member of a learning community.
Interise is an entrepreneurial organization. All staff share administrative responsibility for the organization, assume new and emerging responsibilities as the organization evolves, and engage in learning opportunities to share new information and knowledge that can help inform the future of the organization.
Travel: 15% on average across the year.
Salary: Commiserate with experience. Benefits include health/dental/vision insurance, two weeks of vacation and ten public holidays, 403B Plan with employer contribution, commuter benefits, Flexible Spending Account, and professional development (time and money). Interise observes a paid company holiday the last week of the year.
More information on Interise may be found at www.Interise.org. Applications will be reviewed on a first-come-first-served basis. Candidates are encouraged to apply as soon as possible as we hope to fill this position by August. Applications should include a cover letter and resume.
Interise is an equal opportunity employer.
Ours is a multi-cultural team and we thrive on diversity.
Instructor, Lowell MA
Interise is an innovative non-profit organization that promotes the economic revitalization of lower income communities. We do this by providing diverse groups of small business owners with the entrepreneurial education, connections and access to markets needed to grow their established businesses. We offer an academically developed curriculum called the StreetWise 'MBA'TM. Through this small business executive education curriculum, our community creates jobs, strengthens business networks, and develops community leaders.
Since 2004, Interise’s unique approach of focusing exclusively on existing small business owners interested in growth has created tangible outcomes for business owners in low- to moderate-income communities. As our most recent Impact Report indicates, Interise has established itself as a proven leader in educating and training established entrepreneurs to grow their businesses, and in turn, their communities (see Interise Annual Report Card).
Interise is currently a hiring part-time independent contractor to teach its StreetWise MBA curriculum to up to 20 participants. We are a national organization seeking qualified and talented persons to help us deliver our mission.
We are hiring for an Interise Direct Delivery Program based in Lowell, MA.
The program includes one orientation session, and 13 instructor-led classes scheduled between April and November 2017.
- Prepare and facilitate 13 classes using the StreetWise 'MBA'TM curriculum, following the instructor’s manual and program standards;
- Establish and monitor learning in the self-directed CEO forums (approximately three or four groups with five participants each. Instructor does not attend);
- Reinforce the importance of the participants’ pre-session work in the delivery of the curriculum.
- Conduct at least one 30-minute consultation with each participants before Session 4, either on site or in-person;
- Work with the local program sponsor and his/her staff to identify and prepare local Guest Experts as designated in the curriculum. Provide a written and verbal briefing for all Guest Experts per the curriculum requirements;
- Provide feedback and coaching to participants on their Live Case presentations (total of 8 live cases throughout the curriculum);
- Provide written or verbal feedback on the Strategic Growth Action Plans (Growth Plan) that are produced at the end of each module, from Modules I – IV;
- Ensure that participants are prepared for the Growth Plan Presentations at the end of the curriculum.
Instructor Training and Supply
- Participate in the Instructor training which will review the StreetWise 'MBA'TM curriculum, program standards, and teaching techniques. The expense-paid residential training session is in March 2017, location TBD;
- Participate in the assigned Instructor Support Group by attending curriculum preparation conference calls (one for each module) and 1:1 virtual coaching sessions with the Instructor Support Group’s Coach.
- Ensure that the session and program evaluation process is followed;
- Participate in the on-going capture and distribution of best practices and the end-of-program instructor evaluation and debrief;
- Support the collection of participants’ annual assessments.
Participant Recruitment and Retention
- Provide local program sponsor and his/her staff recruitment guidance as needed.
Expertise and Qualifications
- BA or BS required, Master’s preferred
- Personal experience as an entrepreneur, having successfully started and grown a business, with current knowledge of financial, marketing and/or business strategy;
- Prior experience in teaching/coaching adult learners, preferably in the field of business;
- Demonstrated understanding of adult learning methods; including interactive teaching techniques, case-based learning, encouraging self-directed learning and reflection, and incorporation of participants’ past experiences and expertise;
- Ability to create an environment of learning and personal accountability; including facilitating the development of a trustful and honest learning relationship amongst the participants, ensuring that learning objectives are met, and communicating the importance of course assignments to the development of participants’ businesses;
- A toolbox of teaching skills that include skilled facilitation and presentation, excellent organization and time-management skills, ability to assess learning needs and respond appropriately—taking an individualized teaching approach as needed, good observation skills, appropriate analytical skills, fostering of reflection, giving and receiving feedback effectively;
- Personal Characteristics that include engendering confidence and trust; teaching competency with different personalities, cultures and learning styles; flexibility; adaptability; and ability to demonstrate that learning is an essential part of leadership.
Contract Fee: $10,500. Instructors receive extensive pre-program and on-going training, individual coaching, and peer-based learning throughout the duration of the contract. They are part of a growing national network of StreetWise 'MBA'TM Instructors.
*Please be sure to indicate which city you are applying to in your email or cover letter.
Instructors, StreetWise Steps
Interise Is Hiring Key Team Members: Instructors, Bakersfield, CA; Albany, NY; Fargo, ND; Mobile, AL; Yonkers, NY; U.S. Virgin Islands; New Hampshire
Interise is currently hiring part-time independent contractors to teach its StreetWise Steps curriculum to up to 20 participants. We are a national organization seeking qualified and talented persons to help us deliver our mission. The program includes one orientation session, and 13 instructor-led classes scheduled between April and November 2017. Instructors receive extensive pre-program and on-going training, individual coaching, and peer-based learning throughout the duration of the contract. They are part of a growing national network of StreetWise Steps™ Instructors.Download the Full Job Descrition to Apply
Program Manager, National Programs
Interise Is Hiring a Key Team Member: Program Manager, National Program
Interise seeks a seasoned account management professional to take us to the next level. Serving as a member of the Programs Team and reporting to the Director of Program Operations, our Program Manager will have the task of ensuring we meet our goals for supporting our national programs, to support our continued rapid growth, as well as become an integral part of the organization needed to maintain our resilience and sustainability.Download the Full Job Descrition to Apply
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