Services old

Real Client Problems Solved

A finance manager wants to grow her career but needs to develop strategic business skills. Through 1-on-1 coaching and colleague assessment she becomes a proactive business partner to the CEO.
Result: the Board appoints her CFO.

A nonprofit loan fund needs more capital but lacks clear financial statements.  By designing clear reports and projections after identifying key variables, they present a compelling funding case to a large funder.
Result: they obtain five times their request.

A new executive director must focus on key priorities while balancing vocal demands from multiple stakeholders.  By developing a clear business plan through a collaborative process with board members, he aligns and energizes stakeholders around a common mission.
Result: he receives three years of funding from a foundation instead of one year.

Susan has the somewhat rare combination of financial acumen and strategic thinking, an ability to engage and empower all different kinds of people and, most importantly — a willingness to do what it takes to get the job done to further the mission.

– Diana Wells,
President of Ashoka

Strategic Financial Consulting

  • Business case for investment
  • Financial organizational assessment
  • Sustainability strategies including budgeting and long-term projections
  • Social Investment advising

Teaching and Advising

  • Coaching: strategic financial counsel
  • Teaching: academic, community and business settings
  • For a list of workshops and publications, click here.

Project Highlights

Ashoka:  Innovators for the Public, Arlington VA

Interim CFO
Guided $60 million global strategic planning and budget process
Building the financial infrastructure to power a globally decentralized, strategically aligned movement
Transforming finance team to match new global team of teams structure

Family Housing Fund, Minneapolis, MN

Management and Financial Consultant
Assessed organizational financial effectiveness resulting in new funding
Balanced financial risk with necessity of investing in hard hit communities
Developed trust with senior leaders to build on strengths while recognizing challenges

Citizens League, Minneapolis, MN

Management and Financial Consultant
Worked with leadership team to refine mission and clarify strategic focus
New business plan helped gain new funding and almost triple in size
Instrumental in developing new brand

Consulting Partners

Socentia, Brad Brown
Dorsey & Whitney, Claire Harkrider Topp
Capital Development Strategies, Marshall Ginn
Cinovations, Cino Adelson
Real Change Strategies, Martha Blue
Third Space Studio, Meredith Emmett