Professional experiences:

• 2022-present: Founder and Coach, Fractally Whole

• 2010-2022: Whidbey Institute: Executive Director, Program Director, Co-Director

  • The Whidbey Institute is a 501(c)(3) educational non-profit organization and retreat center located on 106 acres of conservation forest on Whidbey Island, north of Seattle. Its mission is to provide a home for transformational learning for those inspired by the responsibility and transformative potential of our times.

  • Roles: Joined as Program and Associate Director in 2010, became Executive Director in 2015 leading significant organizational change and infrastructure development, transitioned to Co-Executive Director (2020-2022) during the successful implementation of a distributed leadership organizational model.

  • Key accomplishments:

• Over 200 events and conferences supporting leadership development, community connection, and human, environmental, and societal well-being curated, convened, co-designed, and implemented, while hosting upwards of 600 more related events.

• Made a new future possible for the organization amidst post-recession crisis, challenge, and transition.

• Created and led an annual $1M operating budget and a four-year $4M capital campaign.

• Mentored and coached staff team, program leaders, board members, and participants.

• Developed a network of mission-aligned partnerships.

• Launched, championed, and implemented a distributed leadership organizational model.

• Doubled campus hosting capacity through the design and construction of new lodging and convening spaces.

• Completed the purchase of 30 acres and supported a comprehensive conservation easement consolidation.

• Engaged in equity and anti-racism awareness and skills development, personally and throughout the organization.

• Successfully navigated the profound organizational challenges through the global pandemic.

2005-2010: Independent Practice, 2005-2010.

Supporting forty ‘for-purpose’ businesses and mission-driven nonprofits through times of significant change and transition—primarily by aligning their business models and activities with their visions and missions, and by growing systems, cultures, structures, and mindsets in service of their deep and worthy purposes.

Including integrative organizational assessments, in-depth financial modeling, down to the details of setting up and cleaning up accounting systems, holding events, developing boards, and holding interim director leadership—all in service of supporting their aligned and successful paths forward.

Particularly Significant Projects:

• Blue Marble Energy: Finance and Accounting Director. 2008-2009 [Sustainable biomaterials and bioenergy start-up in Seattle.] Eight month project building cash flow projections and models for new venture capital support, while maintaining all daily finance and accounting operations, contributing to the company scaling and transitioning to Blue Marble Biomaterials and moving operations to Montana.

• Sustainable Seattle: Interim Director. 2008 [Community social and environmental non-profit in Seattle navigating Executive Director departure and organizational reorientation.] Four month project completing an integral organizational assessment, proposal of organizational transition into next purpose and structure, recruiting new board members, managing current staff, while maintaining all standard operations.

• Babylegs, LLC: Finance and Accounting Director. 2007-2008 [2-year-old ‘mom-preneur’ company in Seattle.] One year project in service of scaling company from <$1M to >$3M in annual sales, developing financial models, completing accounting system conversion from Quickbooks to NetSuite, hiring and training staff, while managing all department functions during year of exponential growth.

• Excellence NW: Interim Director. 2006 [Community personal and professional development non-profit in Bellingham.] Six month project to develop new operational infrastructure, complete rebranding and office move, while maintaining all daily operations and events.

2002-2005, Sustainable Connections, Founding staff: Program, Operations, Finance, Event, & Member Manager

• Developed and managed internal structure, systems, and member support of new organization.

• Developed a membership of 350 businesses and organizations, designed membership services, delivered events, created outreach materials, and networked members.

• Contributed to gaining national recognition and employing five full-time employees with six core programs within three years, establishing the foundation for over two decades of organizational success.

2001-2002, Environmetrics, Business Development Analyst

• Researched and developed new business opportunities for environmental firm focused on greenhouse gas mitigation and sustainability in the Puget Sound Region.