Peter Ericson Email & Phone Number

Denver, Co, Us

Denver, Co, Us

Portfolio manager for a private fund focused on emerging digital assets. Responsible for market tracking, due diligence on specific, trade/investment management, compliance & tax reporting.

Colorado Springs, Co, Us

• Sourced and developed ranch management and ownership opportunities, including prioritization, financial modeling, and due diligence, resulting in acquisition of company’s first fee-simple ranch property in 2020. • Advised family and led effort to design and execute a complex estate planning and business succession process involving multiple legal entities and complex dynamics inherent in a multi-generational, diversified ranching business. • Managed legal, accounting, and financial planning engagements with third parties. • Led the development and execution of a suite of operational improvements across legal/governance, finance, HR, and IT functions to enhance organizational effectiveness and facilitate growth. • Successfully secured significant agriculture, conservation and COVID-19 related grant funding.

Denver, Co, Us

• Managed annual and multiyear spending plans for the organization, including refinement of governing financial policies, development of financial reporting and dashboards, and improvements to cash flow forecasting tools and systems, necessitating active collaboration with the Finance Committee and its members. • Co-led multi-year funder’s roundtable guiding investment in state-wide land trust coalition.• As a member of Colorado Conservation Easement Oversight Commission (CEOC) advised theDepartment of Revenue on conservation easement, land trust certification and appraisal valuation issues.• Successfully completed the first ever review, revision and integration of the bylaws, plans, policies and procedures of the organization, streamlining and reconciling 24 years of information, resulting in increased transparency, operational efficiency and organizational alignment. • Led GOCO through first performance audit engagement, including responding to all material requests; developing formal responses to policy, finance and operational inquiries; negotiating formal finding language; and, developing formal responses to the Colorado General Assembly. • Responsibility for all aspects of GOCO’s operations, including records management and retention, contract review and administration, employee performance management, employee retirement and benefits package, and information technology. • On an interim basis, led grant program development and execution, supervising all aspects of a grant team’s work, necessitating significant engagement with open space grantees, stakeholders, and the GOCO Board. • Successfully implemented significant “paperless” office initiative, converting over 16,000 grant records to electronic files, procuring an appropriate electronic file management solution, and assuring successful integration with existing grant management software.

• Provide leadership in the areas of internal management, strategy, and process improvement, resulting in increased employee engagement, clear expectations setting, and greater investment in organizational goals. • Led and developed strategic planning processes.• Facilitated decision making for 55 employees and 25 trustees, culminating in a 5-year initiative-specific plan focused on tracking and reporting standards.• Applied and adapted organization-wide business design planning to the Colorado Field Office; captured metrics, created quality standards, and integrated best practices and guidelines. Aligned local chapter to global organization in the areas of work planning, financial planning, and performance management.• Directly manage 8 employees and a team of 12, including performance management, professional development, hiring and day-to-day oversight. • Directed and coordinated the work of multiple cross-functional teams toward reaching 230,000 acre land protection goal.• Lead all aspects of a committee of the Board of Trustees overseeing land conservation strategies, including review and approval of all real estate transactions.• Develop partnerships and work closely with partner non-profits, community members, and governmental agencies, spearheading community outreach, fundraising, and educational initiatives.• Improved departmental efficiency by restructuring staff, budgets, and management practices over 24 preserves, 30 leases, and 185 conservation easements in Colorado.

• Successfully developed and managed land protection strategy for Western Colorado as part of a 5-year, $70 million capital campaign resulting in new conservation easements covering more than 70,000 acres. • Built relationships with key partners, and negotiated multiple memoranda of understanding and grant agreements totaling over $1 million. • Managed the chapter’s most significant preserve -- the 100,000 acre Medano Zapata Ranch -- collaborating extensively with neighboring federal agencies, county-level elected officials, agricultural lessees, and service contractors, including negotiation of guest service and agricultural leases. • Directed $400,000 historic building renovation at flagship preserve.• Instrumental in the development and implementation of a chapter-wide project management methodology, streamlining communications and implementing strategic process improvements. • Helped fundraising efforts from public and private sources, accomplishing objectives through networking, outreach, and public relations endeavors.

• Selected to participate in emerging organization-wide business planning framework project, with a focus on making business strategy recommendations to senior team members.

• The Coda Global Fellows Program mobilizes staff capacity and expertise through short-term assignments to meet The Nature Conservancy's greatest global needs, providing staff with the opportunity for leadership and professional development,• Led, in collaboration with the Director of Forestry for the Asia-Pacific Region, a 6-month planning process for priority forestry projects involving Asia-Pacific regional staff, Indonesia, and Melanesia operating units. The project received funding and continues to be in operation.

Arlington, Va, Us

• Partnered with a coalition of 5 groups to instigate a statewide ballot initiative for increased conservation funding.• Led extensive research to assess appropriate funding mechanisms, including legal, fiscal, policy, and political merits. • Managed the development of multiple, statewide public opinion polls with professional market research firms.• Led the design and implementation of a state-wide and multi-organization effort to prioritize land protection measures.• Developed and conducted 12 regional workshops to seek input and buy-in from 175 land trust, agency, and municipal stakeholders.• Facilitated establishment of the Colorado Conservation Partnership, negotiated agreements defining a governing structure, responsibilities, and a joint staff position.

• Responsible for tracking $2 million in campaign contributions while guaranteeing all federal and state campaign finance laws were being upheld.• Assisted in fundraising efforts, supporting staff, colleagues, and volunteers in reaching daily, weekly, and monthly goals. • Secured and managed the utilities, technology, and services for 14 offices, supporting 150 full-time staff members and 8,000 volunteers during the course of the campaign.

- Assistant Team Leader, Avalanche Route Leader and Evacuation Team.- Certified CO and UT EMT-Basic, National Ski Patrol Basic and Advanced Avalanche Courses.

Masters Of City Planning, Urban Planning & Environmental Policy

Bachelor Of Arts - Ba, Geography & Environmental Studies

Study Abroad Program In India, Nepal And Tibet, Tibetan Studies