The Financial Communicator

Select Projects

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Highlighted here are projects that demonstrate the value I bring to social finance organizations through my expertise in external communications and story-driven content strategy.

If you're ready to elevate your social finance communications, schedule a complimentary 30-minute consultation today.

Social Finance Communications & Story-Driven Strategy

This section features case stories that highlight my work in both corporate communications and story-driven content strategy. While some projects were for enterprise finance industry clients, others were for large nonprofits. The skills employed in these projects are directly transferable to social finance organizations, including CDFI loan funds, socially responsible banks, and wealth management firms focused on social impact investing.

The Financial Communicator •

Targeting Internal Leaders for a Banking Industry Consultancy

This banking consultancy had to convince its banking leader clients of the importance of credit risk mitigation training for bank employees. I helped them create editorial content covering specific risk management pain points leaders faced. It showed readers how the consultancy's corporate training programs addressed and reduced mistakes that lead to client distrust and government sanctions. It also showed leaders to collaborate to create a risk mitigation culture.
The Financial Communicator •

Communications Assessment for a Large Regional Nonprofit Organization

With its aging membership, the Episcopal Diocese of Atlanta struggled with attracting younger members. It recognized its need to transition to a fully digital presence, but did not know where to start. The venerable then-106-year-old, 56,000-member church with 109 worshipping communities engaged me to conduct a communications assessment. I provided them a report that became the blueprint for their digital transformation strategy, and it included a strategy for change communications program.

Research & Advocacy Papers

These case stories represent proprietary projects that I've completed. While client identities are confidential, these examples offer a glimpse into the caliber of work you can expect from me as a senior communicator in the social finance and impact investment sector.