Expertise: Purpose driven relationship building

 A La Cart

• Business Plans and updates
• Initial 501c3 structure

 Relationship Building: Short and long term contracts 

• Provide current comprehensive snapshot
•  Create donor level specific communication narratives 
• Recognize new donor engagement opportunities
• Problem solve donor related questions quickly and consistently
• Accessible to staff, Boards and Donors
• Create tailored donor communication SOPs for staff, volunteers, Boards
• Deliver clear concise tracking transaction summaries and reporting

Recognition of your tax exempt organization is paramount.  Understanding donor behavior with the ability to strategically optimize donor support will make a tangible difference to your bottom line.

A La Cart

• Business Plans and updates
• Investor Deck analysis 
• Investor Deck summaries

Relationship Building: Short and long term contracts

• Analysis of current conditions and competition
• Create and facilitate communication narrative
• Problem solve investor questions and concerns
• Create investor communication SOPs for internal and external silos
• Recognize new investor engagement opportunities 
• Deliver clear, concise tracking and transaction summaries
• Accessible to all levels of the corporate chart
• Compliance

Helping companies understand the investor dynamic, optimizing the approach to capital raising and making strategic introductions will make that tangible difference to your bottom line! 

A La Cart, short and long term contracts available.

As Your Speaker: upon request

“Konni, you are the Tony Robbins of the financial industry!” Craig Bradshaw Sr. Robbins Research International, Senior Coaching Consultant

As a protective, accessible advocate, I provide solution options if you have a problem as well as objectively provide vetting and accountability of your financial team.