Campaigns for the Financial Health and Security of Families and Small Business Owners across the Country

Boosting the Nation’s Financial Health

I led successful mid 6-figure annual and multi-year campaigns for NFCC to improve the financial health of individuals, families, and business owners nationwide. Grant writing and relationship building targeted at major bank foundations and corporate social responsibility groups, resulted in the acquistion of crucial financial support for our mission.  Collaborating with cross-functional teams, I also spearheaded market research and outreach initiatives, establishing strategic community partnerships and securing conference sponsorships to expand NFCC’s leadership in the financial health ecosystem, its reach and its impact.

fundraising for financial health

Business Development for CFP® Professional Education

As a consultant to this proprietary online CFP® certification education provider, I developed a new strategy and partnership development campaign aimed at expanding our business reach. Through successful outreach efforts, I facilitated partnerships with the nation’s largest full-service brokerage firms, creating new avenues for scaling our operations. This initiative aimed to provide financial professionals with access to high-quality CFP® education programs essential for their certification journey. By ensuring alignment with the CFP® Board’s rigorous requirements, including comprehensive education and ethical standards, I established a path to success for both professionals and their clients.   

business development for financial education

Helping Entrepreneurs and Small Businesses Thrive through Free Business Mentoring

As part of the SCORE Foundation’s annual strategic fundraising campaign, I developed funding partnerships with businesses that supply entrepreneurs and small business owners with products and services needed for success. Funding from SCORE Foundation’s partnerships supplements the SCORE Association’s annual congressional grant that supports small businesses throughout the nation. Through SCORE,  entrepreneurs and small business owners are provided free business tools and, more importantly, free mentoring by business leaders and executives who volunteer their time and expertise. Aligned with the educational mission of the SCORE Association, SCORE Foundation partnerships include video education and training on the use of business tools and practices, as well as marketing of products and services. 

business development and support for small business owners