Anthony Petchel, Mba, Ctp, Cfre (He/Him) Email & Phone Number

Oregon, United States

Helping nonprofits, donors, and companies create impact through equitable philanthropy.

Instructor for PA526 - Fundraising Fundamentals for Nonprofit OrganizationsCreating an equity-centered fund development program requires thoughtful planning andimplementation. This course provides the learner with the fundamental theories, principles, andtechniques for fund development in a nonprofit. A comprehensive view of the currentphilanthropic and fundraising practices will be presented, and we will explore the intersectionof donor and community-centric fundraising approaches.Students will gain an understanding of the role philanthropy plays in the nonprofit sector andhave the opportunity to explore the individual and organizational components necessary forfundraising to thrive in organizations. Current industry practices in annual, major, capital, andplanned giving will be reviewed, along with foundation and corporate programs, stewardship,and board fundraising efforts.

Effective nonprofit financial leadership is much more than simply tracking revenue and expenses. It requires a diverse set of skills and experiences, including budgeting, forecasting, cash management, and a thorough understanding of your organization’s finance model. There are a variety of finance models available to nonprofits, so how do you know the one that is right for your organization?Assessing your organization’s finance model is one area of focus for Nonprofit Financial Leadership Academy, a 7-week course designed by seasoned nonprofit professionals for new executive directors, executive directors needing to refresh their financial leadership toolkit, program and development directors, and emerging organizational leaders. Each week we discuss a different topic and present an interactive forum to understand nonprofit financial management concepts and practices. You will dig into effective strategies for nonprofit financial planning and management. You can read the course outline here.

Portland, Oregon Area

Help nonprofit leadership understand and support the vital, integrated roles that executive and development staff play to create and foster a culture of equitable philanthropy at your organization. I work with nonprofits across the PNW to find and hire the right staff to meet the organization's goals.

Portland, Oregon Area

Anthony leads the development and communications team for REACH CDC. Our mission is to create affordable housing and opportunities for individuals, families, and communities to thrive. For us at REACH, HOME is more than a word, or even a place - it's our core value. We believe that everyone in our community deserves a safe and affordable place to call home.

Portland, Or

Anthony leads the development team and fundraising efforts at OMSI to support the museum’s mission to: Inspire curiosity through engaging science learning experiences, foster experimentation and the exchange of ideas, and stimulate informed action. Promoted from Director of Development.

Portland, Oregon Area

Managed and implemented strategic plan including: expanding mission, rebranding, modernization of continuing education, new business model, development of new programs, and expanded role in the community.Developed strategic community partnerships with business and foundation community; expanding the geographic reach of programming, connecting nonprofits & business communities, and elevating WVDO's role in nonprofit advocacy..Expanded capacity of organization through strategic grants from Meyer, Murdock, and OCF totaling $113,000.

Portland, Oregon Area

As part of the Professional Banking team in Portland, my responsibility is to service the banking needs of very specific markets in Oregon. Professional Banking provides banking services to Professional Service Firms, medium to large companies, municipalities, and very effectively, the non-profit community. My goal is to provide value beyond that of a “typical banking relationship.” We truly immerse ourselves in the communities that we serve and strive to understand to the best of our abilities the issues and challenges you face. We view our role as a business partner to our clients and believe we have the ability to provide a network of resources that you can depend on, beyond banking.

Provided consulting services to small and mid size businesses for process improvements in finance, treasury management, strategic planning, and process improvements. Analyze alternative investments, equipment purchases, and development opportunities for maximum ROI and implementation of strategic plan.Performed cost-benefit analysis for capital purchases and strategic planning.Development of business, strategic and operational plans for clients.

Developed innovative strategies to improve efficiency and increase profits within a team environment resulting in 200% increase in production and 50% lift in revenue.Management of $3 million annual budget and office with $50+ million in assets.Extensive experience in performing in-depth financial analysis for commercial lending decisions.Managed operations, compliance audits and month end reports, ensuring adherence to budget, and federal regulations.Established and maintained strategic internal/external partnerships.

Applied a continuous coaching process, grounded in fact-based management and Six Sigma methodology, to improve performance in multiple offices.Established strategic, internal and external business plans.Performed operations, HR & financial analysis of underperforming offices.Consistent growth rates above 200%, ranked in the top 1% of banking centers managers nationally.Management of $5+ million annual budget and 20+ employees in multiple locations. Managed sales and financial reporting for various regional projects resulting in 30% lift in production.Preparation of monthly financial reports for various regional Six Sigma projects.

Ba, Sociology

Ba, Psychology

Mba, Business Administration And Management, General