• Lead for MatchBoard™ program in Alberta• Make presentations to groups of employees to introduce and encourage their volunteering on nonprofit boards• Conduct workshops and one-on-one presentations to educate employees on nonprofit governance basics• Pair employees with boards in need of their skill set and that match their interests; introduce the employee and the nonprofit while supporting each in the due diligence process

• As founding Executive Director, imagined, planned, and led IAF’s growth from an agency serving 20 people in a single city to an internationally recognized organization serving 600+ people across the country annually• Collaborated with the Board to create values-led strategic plans, ensuring alignment with budget, staff and priorities• Cultivated a strong, transparent working relationship with the Board, ensuring open communication about the measurement of performance against goals and milestones• Led the amalgamation of three entities to form a single national entity and led the amalgamated organization• Ensured fiscal integrity: Provided financial statements to the Board; prepared, planned and monitored operating budgets (2016/17: $3.2 million) and the loan capital fund (2016/17: $4.5 million required); ensured sound financial processes and controls were in place and practiced• Developed and executed comprehensive communication rategies to create and enhance interest and engagement of donors, guarantors, funders; oversaw community outreach strategies to attract loan applicants and referrals • Provided leadership and direction as the staff complement grew from 2 to 25 people and became a professional, efficient organization • Scaled policies, procedures and processes as IAF’s reach and presence grew• Established decision-making processes and accountability frameworks that led to increased efficiencies and consistency, highlighted best practices, and facilitated service excellence• Recognized risk management as a critical operational priority; implemented a risk assessment matrix and established processes for ongoing monitoring • Managed general operations; negotiated contracts; satisfied reporting and contractual obligations• Oversaw fundraising efforts from private and public sector sources; implemented an innovative social finance model• Established and stewarded relationships with government funders; prepared multiple significant funding proposals

• Worked with donors to help them understand the technical and practical aspects of making deferred and current donations• Counseled donors on which charities aligned with their philanthropic goals• Educated donors on the various fund options available to them• Developed, organized and marketed educational workshops and newsletters for professional advisors on technical issues; conducted in-person presentations to large and small groups to strengthen relationships with professional advisors with a view to ensuring their charitable gift planning advice encouraged gifts to the Foundation• Created and implemented the Foundation’s In Good Company program, an effort to encourage corporations to establish funds at the Foundation through which they could run their corporate giving program• Organized and delivered a series of high-profile breakfasts featuring leaders in corporate community investment• Ensured fund agreement templates reflected board polices; created guidelines and communication pieces for development related activities and projects (third-party fundraising, for instance)

• Worked with a volunteer steering committee, led the creation of the first ever strategic / tactical plan to increase Calgarians’ awareness of legacy giving• Recruited, administered and managed 100+ members (charities, allied professionals, sponsors)• Organized, delivered and marketed Wills Workshops events for the public; managed rental of booth spaces to nonprofits and professional advisors; recruited pro bono presenters

• Developed and implemented the first ever fund development plan, which included specific strategies, tactical plans, and a communication / marketing plan• Prepared and presented funding proposals and managed the annual campaign• Prepared communications to donors / sponsors, teachers, students

• Led a three-person marketing department, supporting the business development and client retention efforts of its 200 lawyers and five offices• Wrote, produced and coordinated responses to requests for proposals, with a success rate of 100%• Planned and delivered the firm’s public relations activities and external communications (brochures, newsletters, website); managed the budget• Created, executed and managed the firm's community investment, sponsorship and donations program and budget