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Conversations: 10 Tips -Your Board and Your Budget

Tuesday, July 18, 2017 12:00 pm - 1:30 pm  ET
In-person | Cleveland, OH

Join Allison Motz and Earl Pike from Ascend Advisors for an in-depth look at board engagement strategy for effective budget development

Our first Conversations program is an opportunity for non-profit Executive Directors and high-level administrators to listen to experienced leaders of non-profit management, share their questions or concerns, and develop strategies to success.

Led by experienced nonprofit leaders Allison Motz and Earl Pike, this session will concentrate on fully integrating board members into the budget process. You will leave with a board engagment strategy, budget development tips, and clear guidance in managing your board and your budget.


About the presenters:

Allison Motz, M.P.A. and Founder of Ascend Advisors, LLC, is an innovative, strategic thinker with over 18 years of executive management experience creating solutions and strategies moving organizations to their highest potential. She grew up in Cleveland, Ohio and now resides in Nashville, Tennessee.

After completing 10 years in the non-profit and government sectors, she left to start Ascend Advisors, a consulting practice with a goal of strengthening organizations that strengthen lives and communities. Her focus is customized to the needs of her clients and supporting their efforts to further their strategic visions. She seeks clients willing to work in partnership and welcomes organizations facing complex challenges. She thrives in work that requires strategic and tactical problem-solving. She can see the “big picture” and translate the picture into an operational plan for implementation. She has experience managing staff and support consultants and the ability to build relationships to enhance project goals. She is seeking opportunities with for-profit and non-profit organizations.

Allison has facilitated business and non-profit collaborations to address youth and workforce development challenges with shared solutions.  She worked with healthcare systems to develop the Northeast Ohio Health, Science, and Innovation Coalition, an unprecedented partnership of regional health systems (Cleveland Clinic, University Hospitals, Summa Health System, The MetroHealth System, Southwest General Health Center, EMH Health System, and the Louis V. Stokes Medical Center) working towards mutual workforce pipeline solutions. Allison's consulting work has also included the State of Ohio for the Department of Job & Family Services advising local workforce regions to ensure their comprehension and implementation of ARRA funding strategies;  Global Corporate College managing a national network of Community Colleges and using SharePoint as a national communication tool; researching and designing a youth engagement initiative for the Construction Employers Association; and working with the city of Newark,  New Jersey on the implementation of their US Department of Labor Innovation


Earl Pike is a consultant providing services in the areas of strategy; leadership; government, media, and foundation relations; organizational assessment and design; advocacy and public policy; research; writing and editing; and community engagement.  Among his many clients have been: Morino Ventures, LLC; a large (private) family foundation; Lutheran Metropolitan Ministries; Asian Pacific Islander Health Forum (San Francisco); Breakthrough Charter Schools; El Sistema (youth orchestra); AIDS Resource Center Ohio; Ascend Advisers; United Way of Greater Cleveland 2-1-1; Towards Employment; the Business of Good Foundation; Tiffin Metal Products; the Medina County Family & Children First Council; HeightsArts; and Policy Matters Ohio. Current ongoing engagements include Co-Director of an NIH-funded project on health disparities at Case Western Reserve University.  He is also completing a contracted national assessment of the organizational evolution and sustainability of HIV/AIDS organizations in the U.S., with an anticipated completion date of December, 2018; and recently completed (with others) a contracted assessment of the mental health needs of refugees in Greater Cleveland.

He has been a nonprofit leader for 30 years, most recently serving (11 years) as the CEO at the AIDS Taskforce of Greater Cleveland, then Ohio’s oldest HIV/AIDS organization.  Under his leadership the AIDS Taskforce received numerous awards, including the Human Rights Campaign, Cleveland Chapter Equality Award; a Center for Community Solutions Anisfield-Wolf Award; the American Jewish Committee, Cleveland Chapter Isaiah Award; and the Mandel School Nonprofit Innovation Award. Pike currently teaches Nonprofit Strategy as an adjunct instructor at the John Carroll University Masters in Nonprofit Management program, and as faculty at the National Center for Innovation in HIV Care of the Fernway Institute in Boston.  He has served as adjunct faculty at the Case Western Mandel School of Applied Social Sciences, and has been a guest lecturer at numerous area colleges. 

Space is limited. Register online with the form below, in person, or by calling 216-861-1933. Registrants requiring ASL signers or other disability-related services are asked to contact the Foundation Center at least two weeks in advance.

Please arrive on time or your seat may be given away to others who are waiting to attend. If you need further information, please call 216-861-1933.


1422 Euclid Ave., Suite 1600
Cleveland, OH 44115

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