Not for Profit

Not-for-Profit Experience

Assisted Community Care Network as well as assisted them in the establishment and Strategic Planning of their highly successful San Diego Health Care Alliance.
Chairman of the Board, Central Credit Union.
Assisted establishment of the High Desert Education Foundation and its first Strategic Plan/Board/etc.
Trained numerous not-for-profit executives in our public seminars for the past 16 years.
See Client List for many, many additional experiences with not-for-profit CEOs and boards.

Assisted fund raising with United Way and a number of other not-for-profits/foundations (see Client List).
Taught “Fund Raising Pyramid” concept to not-for-profit executives.
World-class leader in The Systems Thinking Approach^TM to Strategic Management (Planning, Leadership, and Change)—facilitated over 300 Strategic Planning processes for the past 16 years.

Chairman of the Board, Central Credit Union, San Diego.
Board Member, Child Abuse Prevention Foundation.
Highly experienced board member for a number of financial and insurance services organizations.
Consulted to over 50 not-for-profit boards of directors, including all clients listed below.
Conducted numerous board self evaluations and board/executive director recruitment processes.

Have been a CEO myself for three companies.
Worked closely as executive and consultant with CEOs (or equivalent titles) for 31 consecutive years—over 200 of them—providing coaching, planning, facilitation, team building, recruiting, and advice.
Keynote speaker for TEC (The Executive Committee) over 80 times to over 1,000 CEOs.
Worked closely with public sector CEOs, city managers, executive directors.

Community Care Network
San Diego Health Care Alliance
Palomar-Palmerado Health System
San Diego County Department of Health Services
Family Services Association of San Diego
San Diego Physician Professional Association
Child Abuse Prevention Foundation
Children’s Initiative/United Way
Apple Valley High Desert Education Foundation
Red Cross, San Diego / Girl Scouts of the USA
San Diego Council of Community Clinics
Sidney Kimmel Cancer Center
Albertson’s Foundation
Many Credit Unions in San Diego County and elsewhere
San Diego County Office of Education
Many School Districts including Poway and San Diego Unified
American and Canadian Societies for Association Executives
Canadian Standards Association and Quality Management Institute
San Diego Police Department
And many other not-for-profit clients including US Navy (various), many cities and government agencies, First Nations, ministries, environmental organizations, etc. List available on request.