As Chief Impact Officer, I provide strategic and operational leadership to NorthRock's philanthropic strategy in concert with the Executive Board. I provide philanthropic consultation to clients and employees, partnering to help them advance their social impact goals and objectives.

In my role as President of Foundation X, I lead an innovative social impact company dedicated to empowering effective philanthropy that transforms communities. Foundation X convenes an extraordinary community of families, founders, athletes, and organizations to catalyze collaborative impact at scale. Together, we tackle urgent challenges in the communities in which we live and work, with the goal of democratizing access to opportunity so all can live with dignity and purpose.In partnership with my team, I deliver full-service solutions that support clients in effective and impactful giving. I lead clients through discovery, design and implementation of their personal plans to achieve their desired community outcomes. By identifying giving opportunities, developing community partnerships, and identifying other aligned funders, I carry out the plans as designed to fulfill the clients' vision. Key Responsibilities: -Lead and operate private foundations on behalf of clients-Provide strategic planning and growth consulting services for nonprofit organizations-Serve as Executive Director for clients' private foundation clients-Develop endowment investment policies and strategies for nonprofit organizations -Execute grantmaking and partnership strategies -Design high impact employee engagement programs and corporate giving strategies-Create and operationalize new nonprofit entities, guiding clients through the process of creating a foundation -Facilitate philanthropic conversations and planning for multi-generational families

Served as an independent consultant focusing on strategy deployment, program development, philanthropic advising, and team management for nonprofits, corporations and individuals. Specific expertise offered included:•Developing team and leadership structures, to align talent with strategic priorities, find synergies, develop the team and manage performance metrics•Creating and executing high-impact employee engagement programs and initiatives•Providing start-up assistance including the development of mission statements, governance structures, management processes and grant making programs•Streamlining processes and increasing organizational effectiveness•Assisting with board management, ensuring buy in and alignment of goals•Managing grant making portfolio, including proposal review, analysis, due diligence, monitoring and evaluation, and relationships with grantees•Facilitating logic models and outcomes based approaches to philanthropic strategy•Assisting with strategic planning process, implementation of the strategy and monitoring progress•Providing full service project and program management, from creation to execution•Developing board service programs for high potential employees

Led the employee engagement program, equipping 285,000 employees to make philanthropic contributions in communities around the world. Educated and activated employees on policy and advocacy issues impacting their communities. Responsibilities included: program strategy, relationship building, program operations, communications, marketing and program analysis. •Developed and implemented innovative strategies to drive program awareness, resulting in $57M in donations and 1.5M volunteer hours in 2017•Promoted the company’s social responsibility narrative, positioning the organization to enhance reputation and brand with community members, employees and key stakeholders•Leveraged data and analytics to drive innovation in program offerings, communication strategies and operations, enabling the team to operate most effectively•Grew engagement with international employees by 250% YOY through piloting localized solutions, relationship building and empowering local leaders

Led the development and execution of Pentair’s philanthropic strategy. Served as the Program Officer for strategic grant programs, focused on delivering safe water, increasing access to quality education and advancing innovation in sustainable agriculture. Cultivated strategic partners and built stakeholder relationships. •Created a global community grantmaking and strategic partner program, resulting in $3M in grants and 13 million lives impacted through partners and programs funded, significantly broadening the reach and impact of the grantmaking portfolio•Developed the first global philanthropic employee engagement strategy for 28,000 employees across 50 countries, providing employees with matching grants opportunities for volunteerism, board service and charitable giving•Led the strategy for determining Pentair contributions towards the advancement of the Sustainable Development goals

Supported the execution of the community engagement strategy and grant portfolio of $25M. Managed all elements from strategy development to program management, inclusive of grant management, employee engagement, communication, presentations, budgeting and implementation. Cultivated meaningful partnerships with non-governmental and private sector partners. Served as spokesperson for global philanthropic efforts to internal and external parties.• Led the development and execution of Medtronic’s largest employee-led grant making initiative, coordinating $4.5M in grants in 36 locations• Created and executed the premier patient empowerment initiative, the Medtronic Bakken Invitation• Co-led the development of logic models for a $43M grant portfolio to increase results-oriented objectives and cross-team collaboration • Presented key program overviews to employees and non-governmental partners in locations across the world, including: Japan, Russia, Turkey, Lebanon, Switzerland, England, Italy, Nepal and Philippines• Planned and facilitated trainings of employees involved in philanthropy in key locations

Managed the employee and community engagement portfolio including the development of requests for proposals, supervision of grant review, liaison with the grantees and monitoring of grant impact.•Directed and implemented global response to natural disasters through development of policy, management of multimillion dollar grant budget, facilitation of high impact employee engagement and cultivation of strong stakeholder partnerships•Led a $2M relief response to Haiti earthquake and $1M relief response to Japan earthquake and tsunami including employee engagement, product donations and investment in long-term infrastructure rebuilding•Cultivated strategic partnerships and fostered collaboration across functions within Medtronic and externally in communities worldwide•Led global launch of community philanthropy committees in six emerging markets•Managed Medtronic’s national giving campaign, overseeing a cross-functional team of 60 employees, reaching 15,000 people and raising more than $6M

Liaised between country teams and foundation staff members for all Medtronic Foundation programs. Trained and advised philanthropy councils in 14 countries. Created first philanthropy disaster relief policy and procedure for the company.• Developed, designed and implemented Global Heroes, a patient advocacy program that has benefitted over 200 patients in 28 countries, resulting in tens of millions of media impressions since launching• Supported the implementation of employee giving projects and campaigns• Developed and executed global signature volunteer recognition program

Support the overall employee engagement portfolio, specializing in volunteerism and giving initiatives.• Coordinated the restructuring and training of all employee-led giving committees in the US• Organized numerous special events for employees related to volunteerism and giving• Coordinated student outreach for Medtronic Scholars