Carmen Morcos Email & Phone Number

Chicago, Illinois, United States

Help visionaries have the energy and inner resources they need to lead and drive change. Design and implement wellbeing programs and strategies, conduct surveys, facilitate sessions, provide 1:1 coaching, accompany organizations through change and growth. Clients include the Ford Foundation, Chan Zuckerberg Initiative, Resilience Initiative, Tory Burch Foundation, Purposeful, EMpower. Examples below. See more at https://impactvisionary.com/impact.► Ford Foundation+ Design & implementation of a one-year wellbeing program in English and Spanish for 350 BUILD grantee partners and all their staff from around the world working on social justice issues to address individual and organizational-level wellbeing.► The Resilience Initiative+ Design and facilitation of wellbeing cohorts for social justice leaders to address personal and organizational wellbeing amongst a community of support; provide 1:1 holistic wellbeing coaching.► With and For Girls Collective (Purposeful)+ 1:1 coaching on leadership, wellbeing, and burnout for 15 Executive Directors of nonprofit organizations over 9 months across 15 countries in English and Spanish.

Advise on C2i, the Contemplation, Insight, and Impact initiative, which supports social and environmental change organizations to integrate mindfulness, contemplation, wellbeing, and resilience into their work. This grantmaking initiative stems from the belief that the development of inner skills and capacities leads to a shift in mindsets, actions, and behaviors - ultimately accelerating positive social and environmental impact.

Accompany social change organizations in creating a leadership development plan, determining what resources are needed to implement it, and identifying and engaging expert consultants.

► Advised on strategy and program development; managed grantee relationships; reviewed grant applications to ensure they were high-impact investments and aligned with CRUS’ values of diversity, equity, and inclusion.► Conducted impact evaluations, strategy refreshes, and comms messaging of CRUS’ pillars of work to better align with its theory of change: breaking the cycle of intergenerational poverty.► Supported the development of the YAC to ensure its successful transition from a pilot program to a sustainable program with participatory grantmaking and a YAC-administered fund; facilitated ongoing meetings and workshops.

New York

Primary responsibility for managing and growing EMpower’s grantmaking portfolio in LatAm (Argentina, Brazil, Colombia, Mexico, Peru). EMpower invests in young people to receive needed schooling, stay healthy, get a job or start a micro- business, and to break the cycle of poverty in their households and communities. Grants focused on at-risk youth with a particular focus on adolescent girls and young women in education, health & wellbeing, and livelihoods.► Developed and oversaw country strategies to guide grantmaking investments ► Vetted organizations in LatAm that met EMpower’s grantmaking priorities and criteria ► Conducted due diligence, negotiated proposals and budgets with grantee partners► Prepared grant summaries and presented grant recommendations to Grants Committees ► Monitored grants through review of reports, meetings, site visits, correspondence ► Reviewed and prepared analyses of grantees’ final reports; provided feedback to grantees and incorporated highlights into EMpower materials► Proactively worked with grantee partners on their capacity-building needs, provided or arranged technical assistance, learning exchanges, and/or other resources to strengthen grantee partner organizations or their work (gender, program design, M&E, strategy, communications, fundraising)► Contributed knowledge from the region and programs to organizational communications and activities, fundraising, board discussions, institutional evaluation, strategic planning► Networked with donor agencies and international organizations to explore collaborative grantmaking opportunities and share useful information► Represented EMpower’s thought leadership through participation in panels at professional conferences, wrote or contributed to articles, blogs, newsletters► Supervised and mentored junior staff

Senegal, Guatemala, New York

► Conducted a 3-day youth programming workshop specifically related to non-financial services for MFI’s and UNCDF implementing the YouthStart project, funded by MasterCard Foundation which aimed to increase access to financial services to young people ages 12-24 in Sub-Saharan Africa. ► Provided programmatic support to UN implementing agencies during the Guatemala Capacity Building Workshop by serving as a mentor and giving presentations on the content and structure of girl programming. Supported development and translation of Population Council’s Girl-Centered Program Design Toolkit into Spanish by providing LatAm case studies. ► Proposed programmatic recommendations for developing a systematic strategy to build the economic empowerment component of an indigenous girl-based program in the Mayan highlands of Guatemala (“Abriendo Oportunidades”), funded by EngenderHealth and Nike Foundation.+ Analyzed financial literacy curricula; conducted a landscape assessment of actors and potential partners for provision of savings accounts in Guatemala (formal and informal) by assessing their strategies for reaching the poor, target populations, current product offerings and policies (including terms/conditions), particularly those working with youth and rural populations. + Provided a preliminary analysis of other youth-serving organizations that could be linked to Abriendo Oportunidades girls, particularly those focused on livelihoods, entrepreneurship, and value chains.► Conducted a landscape assessment of organizations delivering and facilitating financial education programs targeting youth and adolescent girls, identified the purpose of the financial education, analyzed content, delivery, sustainability, scale-up, and replication. Based on these findings, provided recommendations and published a white paper for future approaches on how to build assets and extend financial education to adolescent girls.

Uganda & Ethiopia

Assisted in the design of a youth-focused proposal covering 6 countries in Africa which sought to maximize youth’s “earning and learning” potential including skills development, health and social development, vocational training, and linkages to employment options and livelihoods activities.

Cochabamba, Bolivia

Contributed to the research, design, and proposal of a business plan for a recycling collection center with a vision towards a processing plant with the objective of reducing environmental burdens and improving the quality of life of waste-picker communities for the project "System of Integrated Solid Waste Management for the city of Cochabamba."

New York

► Managed economic empowerment portfolio of grants focused on adolescent girls totaling over $12 million across 3 continents throughout all stages. Managed relationship with grantees and other stakeholders, assisted in development of program strategy and design, ensured adherence to financial budgets and operational metrics, and collaborated with partners to develop monitoring & evaluation plans.► Ensured programs aligned with Nike Foundation’s mission and goal to build girls’ social, human, and financial assets in order to make them economically empowered. Example grants:+ Grant which worked closely with four microfinance institutions and commercial banks in Kenya and Uganda to develop appropriate savings products and services for urban adolescent girls utilizing a delivery platform that maximizes their engagement and empowerment. Program was expected to reach 10,000 adolescent girls.+ Grant to design, market, and deliver an MFI-led sustainable business model for girls’ savings products and financial education in Mongolia and the Dominican Republic. Products developed aimed to be financially sustainable, providing a model which could be scaled and replicated across other MFIs. Program was expected to reach over 20,000 adolescent girls. + Grant which adapted a successful adult self-managed savings & loan program (VSL) for girls. Program established a vehicle for bringing safe savings, loans and financial literacy to girls outside the reach of formal MFIs. Program was expected to reach over 12,000 adolescent girls in urban and rural Burundi, with significant leverage opportunities to integrate program into other NGOs with similar programs.

Armonk, Ny

► Prepared a white paper on the Mexican housing and securitization market and presented to MBIA’s executive committee for approval of Mexican residential mortgages as an asset class and company’s first cross-border deal worth $200 million.► Led the underwriting effort and conducted due diligence for approval of a $250 million future flow electronic remittance deal with a top tier bank in Kazakhstan, leading to favorable negotiations of terms and conditions. ► Evaluated commercial mortgage backed securities by examining the underlying collateral, its stratifications, and credit performance leading to approval of deals in the range of $500 million to $1 billion.

Chicago

► Prepared financial models and conducted market research for the valuation of a global oil and gas company’s intellectual property to be donated to two universities. Efforts resulted in a total donation value of $100 million.► Investigated the financial fraud of WorldCom, Inc. Analyzed monthly financial reports and internal correspondence critical in supporting fraudulent reporting amounting to $11 billion.► For clients facing intense disputes, conducted financial analyses to minimize business disruptions, financial loss, and reputational damage - leading to effective remedial action.

Master Of Science In Foreign Service (Msfs), International Development

Master Of Business Administration (Mba)

Bachelor Of Science, Finance