THE 2026 TALENT BOOK
BUILD YOUR BEST TEAM WITH CANOPY
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LETTER FROM GRIFFEN O’SHAUGHNESSY
FOUNDER AND CEO, CANOPY ADVISORY GROUP
WELCOME TO THE 2026 TALENT BOOK
Fractional experts, the experienced professionals who step in to support organizations for a defined period of time, are fast becoming a critical component of the most effective teams, regardless of industry, size or situation. The most common question I get from business owners and organization leaders today is “Where can I find the experts with the right experience, mindset and skill sets to help us achieve our unique goals?” The answer is Canopy Advisory Group . Our mission is to connect you with the fractional experts who are uniquely qualified and positioned to help solve your problems, onboard them seamlessly into your organization, and make every fractional project a resounding success. The Talent Book is just a taste of the more than 200 highly skilled, personally chosen and rigorously vetted experts available through Canopy. I could not be prouder of the breadth and depth of our community, featuring experts across a wide range of disciplines and experience. Get to know our featured experts through the Talent Book, and when you’re ready to build your best team, get in touch with us at canopyadvisory.com . Happy Hiring! Griffen O’Shaughnessy
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LETTER FROM GRIFFEN
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WHY OUR CLIENTS CHOOSE CANOPY
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HOW THE CANOPY PROCESS WORKS
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THE CANOPY TEAM
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FEATURED EXPERTS
BUSINESS STRATEGY
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FINANCE
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HUMAN RESOURCES
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LEADERSHIP
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MARKETING
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NONPROFIT
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OPERATIONS
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SALES
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TECH AND AI
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TABLE OF CONTENTS
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WHY OUR CLIENTS CHOOSE CANOPY
The world of work has changed, and blended teams are the future for organizations of all sizes and types. Canopy helps leaders quickly integrate executive-level fractional experts into their organizations and teams, driving better outcomes and positioning the business for success today and tomorrow. BEST-IN-CLASS VETTING Our clients know that every Canopy Expert Advisor must pass through our best-in- class vetting process, giving them complete confidence in their chosen experts. STAFFING FLEXIBILITY Because of the strength and size of the Canopy community, it’s as easy for clients to build full blended teams as it is to manage single projects. UNMATCHED AGILITY Our clients can count on Canopy working at the speed of their business, with most Expert Advisors on board and ready for impact in 1 week. PROVEN RESULTS Fractional engagements must move the needle to be successful, and 99% of our clients have returned for a second engagement.
If you’re interested in hearing from our current and past clients on what it’s like to work with us and where they’ve found value in partnering with Canopy for their fractional projects, check out our Success Stories page on canopyadvisory.com.
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HOW THE CANOPY PROCESS WORKS
Whether you’re considering your first fractional project or you’ve brought on outside consultants and experts in the past, we’ve found that following a concise process for supporting fractional engagements is a key driver of success.
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ALIGN ON YOUR TALENT NEEDS AND TIMING
We work together to understand the fractional expert help you need in the short and longer term.
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INTERVIEW RELEVANT EXPERTS FOR YOUR PROJECT(S)
Next, we’ll hand-pick the most relevant experts and set up sessions where you and your team can meet and interview as many options as you like.
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SELECT YOUR FRACTIONAL EXPERT(S)
We’ll send you proposals with scope, timeline and cost details and you select the expert that is the best fit for your team and culture. In many cases, our experts can begin working immediately.
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PROJECTS KICK OFF AND MOVE FORWARD
In addition to Expert Advisor support, our internal team remains engaged to ensure that all elements of the project are exceeding your expectations.
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POST-PROJECT REVIEW AND NEXT STEPS
We gather your thoughts, information and analysis from the experts, and internal team notes to identify what went well and areas for opportunity.
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MEET THE CANOPY TEAM
HELPING YOU BUILD YOUR BEST TEAM
GRIFFEN O’SHAUGHNESSY
FOUNDER AND CEO
Griffen brings more than 20 years of professional experience as an attorney and CPA to her role as founder and CEO of Canopy Advisory Group. As Canopy CEO, her most important goal is to connect organizations and leaders with the fractional experts they need to reach the next level. Prior to founding Canopy in 2009, Griffen worked in Holland & Hart’s mergers and acquisitions practice, previously serving as part of the audit group of Arthur Andersen. She earned her JD from American University and her Bachelor of Science in Accounting from Goshen College.
MARY CLARE PITTINOS
DIRECTOR OF OPERATIONS
Mary Clare provides a broad range of skills including data asset management, process automation and development, and marketing communications. Her ability to apply real world experience to everyday opportunities and obstacles allows the Canopy team focus on providing an unparalleled level of service to its consultants and clients.
ELLEN PEPPER DIRECTOR OF TALENT
Ellen is an experienced legal and corporate recruiter specializing in full-cycle search for elite roles across the legal, corporate and growth sectors. She brings expertise in talent acquisition, talent strategy, analysis, coaching, development and retention to the team, including a range of international, national and regional law firms. Ellen earned her bachelor’s degree from the University of Michigan and her law degree from the University of Colorado Law School.
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SERENA ROBINSON
DIRECTOR OF MARKETING AND EVENTS
Serena is the marketing and events manager at Canopy and joined the team in 2018. She is a New York City native with more than twelve years of events, marketing and public relations experience—from marketing and events at financial firms, to start-ups, art and design companies and non-profit organizations.
VIOLETA MADERA
FINANCE MANAGER
Violeta is a bilingual finance expert with extensive knowledge in various online platforms and a track record of customer success. She is a highly motivated and dedicated Business Management graduate who provides exceptional customer service and is a proven fast learner.
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FEATURED EXPERTS BUSINESS STRATEGY
THE RIGHT TALENT FOR YOUR BUSINESS
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BRIENNE A. BUSINESS STRATEGY
Brie is an accomplished executive and culture-first leader with more than 15 years of experience scaling software and technology businesses through high-growth and transformative phases. Known for blending operational rigor with an authentic, human-centered approach, she has built and led organizations where performance and purpose coexist. As CEO of Altvia, a private-equity-focused SaaS company, Brie guided the organization through 3x ARR growth and a successful acquisition by Marlin Equity Partners. Her previous career stops include leading the go-to-market and marketing teams at TalentReef, where she supported a major merger, redefined brand positioning and helped prepare the business for a new PE sponsor, and successful enterprise software sales roles at IQNavigator. Brie’s leadership philosophy centers on empowering people — mentoring rising leaders, fostering trust-based cultures, and driving clarity around strategic execution. She earned her Bachelor of Arts degree from Miami University.
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FEATURED EXPERTS BUSINESS STRATEGY
THE RIGHT TALENT FOR YOUR BUSINESS
CHAD A.
BUSINESS STRATEGY
Chad brings 15+ years of senior-level experience, specializing in helping teams align culture with business goals, build scalable systems and navigate pivotal transitions. Chad earned his MBA from the Leeds School of Business (CU) and his BA from UC Santa Cruz, and is a certified Integral Coach through New Ventures West.
JIM C.
BUSINESS STRATEGY
In Jim’s more than 15 years of leadership and advisory experience, he has excelled in working with founders, CEOs and executive teams to bridge the critical gap between vision and results. He thrives on guiding organizations through inflection points, exemplified by his time with Gaia, Welltok and Wata Games. Jim earned his MBA from the Daniels College of Business and his BS in management from the University of Wyoming.
KELLY D.
BUSINESS STRATEGY
Kelly is a strategy and operations leader with 15 years of experience helping executive teams move confidently from big ideas to measurable results. In leadership and consulting roles with REMAX Holdings, Deloitte, and RevGen Partners, she has built enterprise strategies, led large-scale transformations and streamlined operations to scale. Kelly earned her BS in Finance from Virginia Tech University.
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BUSINESS STRATEGY
JEFF K.
BUSINESS STRATEGY
Jeff has 30 years of experience driving innovation, transformation and strategic growth across companies in fintech, banking and payments. His career includes senior roles at Jewel Bank and FirstBank Holding Company and as an advisor with Zelle and Levitt Pavilion. Jeff holds an MBA from the University of Washington and a BS from the University of Nebraska.
ROB N.
BUSINESS STRATEGY
Rob brings more than 20 years of experience in management consulting, acquisition integration and business planning and ownership. His clients include Miller-Coors, Starbucks, Fifth Third Bank, RubberMaid, The Children’s Hospital, and dozens more mid-market and Fortune 1000 companies. Rob earned his MBA from Yale University, his MS from the Stevens Institute of Technology and a BS from the University of Denver.
JIM G.
BUSINESS STRATEGY
Jim is a purpose and values-driven executive leader who has helped organizations like MapQuest and iTriage through various stages of growth and development. He has expertise in setting strategy, executing plans, managing P&Ls, driving culture, forming partnerships and leading high-performing teams. Jim earned his MBA from the Leeds School of Business and his BS from Syracuse University.
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FEATURED EXPERTS FINANCE
THE RIGHT TALENT FOR YOUR BUSINESS
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LEVON T. FINANCE
A strategic finance executive with over 20 years of experience in financial management, investor relations, capital planning, and operational strategy, LeVon focuses on helping organizations build the financial clarity and infrastructure they need to scale with confidence. LeVon has led finance functions at a private equity firm, managed portfolios within an institutional asset management firm, and held operational finance roles at a Silicon Valley fintech company. This diverse background allows him to navigate complex financial challenges and advise leaders through capital raises, strategic pivots and long-term growth planning. Across his work, LeVon is known for designing capital strategies, building board-ready reports and dashboards, and creating forward-looking financial models that help founders and CEOs make informed, mission-aligned decisions. His consulting clients have included technology firms, manufacturing companies, and professional services organizations. Recent engagements include FOMO.ai, VeilSun and Civil Technology Inc. LeVon earned his Bachelor of Arts in Economics from the University of Dayton.
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FEATURED EXPERTS FINANCE
THE RIGHT TALENT FOR YOUR BUSINESS
JENNIFER A.
FINANCE
Jennifer assists companies with investor, management, and board communications, SEC compliance, strategy, and day-to-day finance and accounting leadership. Her experience includes working with companies in manufacturing, financial services, sustainability, consumer goods, and more. Jennifer is a CPA, Investor Relations Charter holder, and Fundamentals of Sustainability Accounting credential holder.
JEFFREY F.
FINANCE
Jeffrey’s more than 30 years of experience ranges from launching and managing VC funds to operating companies. His work focuses on sustainable investment, including experience with Digital Media Capital, Pequot Venture Partners, Primary Succession Capital and Bulldog Innovation Group. Jeff earned his PhD in Polymer Science from the University of Connecticut and his MBA from Yale University.
CRAIG I.
FINANCE
Craig is a proven executive with expertise in financial planning, strategy and execution. He uses his more than two decades of FP&A experience across tech and other industries to develop detailed financial forecasts and establish key performance indicators to enhance profitability for his clients. Craig holds a BS in business administration from the University of Richmond.
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MATTHEW T.
FINANCE
Matt provides executive level consulting and advising to support small and medium-sized businesses in the professional services and construction industries. His 25 years of experience includes roles with Arthur Andersen, Prudential Financial, Ayuda Companies and Baseline Engineering. Matt is a CPA and earned his degree in business administration and accounting from LaSalle University.
CHRISTINE S.
FINANCE
Christine is a proven and outcome-driven executive, board member, and entrepreneur with nearly two decades of experience with Fortune 500 companies in healthcare. Her prior roles include serving as co-CEO of Eon Health and key leadership positions with Stryker, Medtronic and Baxter. Christine earned a BS degree from the University of Colorado, Boulder.
KEITH D.
FINANCE
Keith is an innovative and strategic thinker with more than 25 years of experience tackling tough business challenges. His specialties include strategy and analysis, investment banking, financial management, financial and analytical modeling, forecasting, operational effectiveness, and leadership advisory. Keith holds an MBA in strategy and finance from the Kelley Business School.
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FEATURED EXPERTS HUMAN RESOURCES
THE RIGHT TALENT FOR YOUR BUSINESS
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SARAH M. HUMAN RESOURCES
With more than 20 years of experience spanning law, HR, and business, Sarah Marks is a trusted advisor to executive teams seeking to align people, process, and purpose to enable scale and impact. She partners with organizations across industries—from foundations and nonprofits to early-stage tech companies to mature public and private institutions—helping them build capacity, design systems, optimize processes, and implement strategies that drive organizational effectiveness and achieve business results. Sarah has held executive roles in Denver Public Schools, served as an attorney at Holland & Hart and managed multi-million-dollar revenue streams at Guild Education. She brings a unique blend of strategic, operational, and legal expertise, and thrives in roles that require complex problem-solving, systems development and implementation and cross-functional alignment. Sarah earned her JD from the University of Virginia School of Law and her BA from Williams College. She is also a community volunteer and nationally ranked tennis player.
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FEATURED EXPERTS HUMAN RESOURCES
THE RIGHT TALENT FOR YOUR BUSINESS
ERIC W.
HUMAN RESOURCES
Eric’s passion is in developing and delivering progressive people strategies to drive high levels of employee engagement, which result in measurable business value and transformational capabilities. Over a career spanning three decades, he has held global HR leadership and consulting positions for companies including Pepsi-Cola, Andersen/ Accenture, Dell, DISH Network, and National CineMedia.
AMY P.
HUMAN RESOURCES
Amy enjoys mentoring HR professionals and offering leaders alternative ways to think about issues and solving problems. She has more than 12 years of experience as a human resources leader and strategist across commercial real estate, construction, and advertising/media. Amy holds an MBA and a Senior Professional Human Resources certificate.
REGINA C.
HUMAN RESOURCES
With 25+ years of experience in People and HR, Regina has led transformational change in sectors including tech startups and acquisitions, engineering, manufacturing, retail and nonprofits. Her previous roles include leadership positions at RESPEC, Lerch Bates, Inc. and the Denver Center for the Performing Arts. Regina holds a BS from Western Governors University and is SPHR and SHRM-SCP certified.
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HUMAN RESOURCES
DEREK J.
HUMAN RESOURCES
The employee experience frameworks Derek implements for his clients help ensure that talent can be utilized at the right time and place, creating a culture of personal and professional growth. His 15 years of experience include acquisition, engagement, development, management and retention and roles at Google, Prologis and Better.com. Derek is also the co-organizer for Denver Startup Week.
LORI L.
HUMAN RESOURCES
Lori is a human resources professional specializing in recruiting and team building. She leverages 20 years of diverse experience across industries including consumer packaged goods, tech startups, retail and nonprofits. Lori earned her BS in business administration from North Park University and holds the Senior Professional in Human Resources certification.
JENNIFER C. HUMAN RESOURCES
Jennifer brings 20 years of experience in organizational development, helping leaders streamline operations while nurturing cultures of engagement, learning and fulfillment. Her experience includes roles with IRI, Ernst & Young and hrQ. Jennifer earned her MBA from the University of California and her BS from the University of Illinois, and is also a Certified Professional Mediator.
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FEATURED EXPERTS LEADERSHIP
THE RIGHT TALENT FOR YOUR BUSINESS
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RUTHERFORD P. LEADERSHIP
Rutherford is a highly accomplished senior sales and leadership executive, specializing in transforming good leaders into great ones through personalized coaching, dynamic group training and impactful keynote speeches. With more than three decades of experience across Fortune 100 companies, Rutherford has consistently driven sales growth, revitalized stagnant markets and built high- performing teams. During his tenure at Genzyme/Sanofi, Rutherford led the Dupixent sales team, achieving the most successful dermatology and respiratory launch in the past 20 years and positioning the drug as Sanofi’s top revenue generator. In previous positions with the company, Rutherford excelled in launching new products, managing large sales teams and earning multiple awards for customer service and performance. His career also includes leadership positions at Novartis and Bristol-Myers Squibb. Rutherford earned his Bachelor of Science degree from Arizona State University.
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FEATURED EXPERTS LEADERSHIP
THE RIGHT TALENT FOR YOUR BUSINESS
RENELLE D.
LEADERSHIP
With 25 years of experience in leadership coaching, Renelle bridges the intellect and the heart to fully power leaders, teams and organizations for the new era of work. In addition to coaching, Renelle has held positions at EY, Deloitte, United Way and The North Highland Company. She earned her MBA from CU Denver and her BS from Kansas State University, and holds the ACPEC certification.
AMY M. LEADERSHIP
Amy is an accomplished executive coach with more than 20 years of experience guiding individuals and organizations to personal, operational and organizational excellence. Prior to her coaching and consulting career, Amy owned and operated multiple businesses and held various roles at Apple, Inc. She earned her BA from Western Illinois University and holds the VIM Executive Coaching Certification.
ALISON K. LEADERSHIP
Alison partners with leadership teams to define strategy, drive transformation and scale organizations for sustainable growth. She has facilitated four strategic exits and guided organizations through capital raises, M&A integration and rapid expansion, with career stops at Guild, FlexJobs, DHI Group, and zvelo. She earned her MS from Purdue and her BSBA from the University of Denver.
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LEADERSHIP
SHANNA W.
LEADERSHIP
Shanna coaches leaders and individuals to transcend their limits while reinvigorating team cultures. She brings 23 years of experience as a successful financial services executive at Charles Schwab, Janus Henderson Investors and Arthur Andersen. Shanna earned her Executive MBA from the University of Arizona and is a certified Gallup Strengths Coach.
DIRK D. LEADERSHIP
Dirk works with executives and business owners to grow revenue and profit by clarifying strategy, creating a performance culture, and building processes and structure to enable scale. He helps leaders accelerate organizational performance by drawing on his early career in corporate finance, sales and marketing with Fortune 100 companies, including Hewlett-Packard. Dirk earned an MBA from the Olin Business School.
ELIZABETH C.
LEADERSHIP
Liz is a proven leadership coach and developer of outstanding leaders and teams. In a career spanning more than 25 years, she has served as a leader, program owner and developer of people across startups, nonprofits, government and multi-national corporations. Liz holds the Certified Professional Co-Active Coach from the Co-Active Training Institute, and earned her BS from Case Western Reserve University.
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FEATURED EXPERTS MARKETING
THE RIGHT TALENT FOR YOUR BUSINESS
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TOM H. MARKETING
Tom is obsessed with helping brands find their story. He has enjoyed a 25+ year career building world-class brands, making marketing that enters the vernacular of popular culture, and having a lot of fun along the way. As a consultant, Tom helps brands find their voice in culture, working with partners such as the GAP, General Mills, Huckberry, goop, Impossible Foods and several brands in the apparel, footwear and food and drink categories. He has served as the interim CMO of brands like Athleta, Rothy’s, TRX and Mack Weldon, and also helped conceive and launch new-to-world brands such as Keeper’s Heart Whiskey, Kindred Motorworks and a handful of apparel brands. Prior to consulting, Tom served as CMO at The North Face and held multiple roles at Diageo. He earned his BA in English from Kenyon College and was named to the Forbes 50 Most Influential CMOs list in 2018.
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FEATURED EXPERTS MARKETING
THE RIGHT TALENT FOR YOUR BUSINESS
LARA W. MARKETING
Lara is a marketing executive and brand strategist specializing in fueling organizational growth through data-informed strategy, bold creative leadership and high-impact engagement. In addition to serving as Executive Director of Marketing at the National Cattlemen’s Beef Association, Lara has held leadership positions with Comcast Technology Solutions, Qwest/CenturyLink and DirecTV. She earned her BA from Michigan State University and holds multiple PR certifications.
DIANA K. MARKETING
Diana is a communications and content strategist with extensive experience across energy, climate tech, healthcare, and more, including roles and work with Project Canary, Network to Code, FTI Consulting and UCLA. Diana excels at driving engagement and growth for B2B brands tackling complex, hard-to-communicate issues. She earned her MA from UCLA and her BA from NYU.
KRISTIN K.
MARKETING
Kristin is a graphic designer who specializes in creating and developing visual identities that are meaningful and create a lasting impact. She has brought her clients’ distinctive visions and passions to life through design for organizations including Mile High United Way, SpurLine Holdings and Elevated Denver. She earned her BA in Journalism from the University of Denver and holds an Associates Degree in Graphic Design.
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MARKETING
DAN M. MARKETING
Dan works with leaders to strengthen the foundations of their marketing and communications programs, helping them create and execute more effective plans. He brings a blend of strategic and tactical skill gained from an 20-year career in finance, tech and nonprofit organizations. Dan earned his MBA in marketing from the Daniels College of Business and his BA from University of Denver.
MICHELLE W.
MARKETING
Michelle supports clients with services in marketing, operations and data privacy, including the creation of strategic roadmaps, governance programs and technology partner assessment and implementation. Her more than 18 years of experience includes work on brands such as DISH, AbbVie, DraftKings and AT&T. Michelle earned her JD from the University of Wyoming.
KATE W. MARKETING
Kate assists clients with developing, directing and executing successful, visionary marketing plans. She brings insights from a career of more than 25 years, spanning diverse industries including finance, film, fashion, non-profits, nanotechnology, events, cannabis, motorsports, and real estate. Kate earned her BA in communication from the University of Colorado.
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FEATURED EXPERTS NONPROFIT
THE RIGHT TALENT FOR YOUR BUSINESS
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AMY L. NONPROFIT
Amy is a former foundation executive with more than 20 years of experience in philanthropy, public health and social impact. She partners with mission-driven organizations to clarify strategy, strengthen leadership teams, and design adaptive approaches to complex challenges. As Chief Impact Officer at The Colorado Health Foundation, Amy led strategy, evaluation and learning, grantmaking, impact investing and public policy efforts. She also designed and managed multi-million-dollar investment strategies focused on systems change, policy reform, and community capacity building. Prior to The Foundation, Amy served as acting Executive Director for the Missouri Family Health Council. Amy’s advisory work draws on her experience leading large-scale organizational strategy and developing high-performing leadership teams. She is especially passionate about helping foundations and nonprofits build alignment, deepen learning, and translate vision into results. Amy earned her Master of Public Administration degree from the University of Missouri and her BA in English from Tulane University.
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FEATURED EXPERTS NONPROFIT
THE RIGHT TALENT FOR YOUR BUSINESS
MEG G. NONPROFIT
Meg brings 20+ years of experience in grant writing and strategic thinking to nonprofits seeking fundraising support. Throughout her career, she has worked with liberal arts institutions, including Denison University and Kenyon College, arts organizations and other nonprofit entities to identify qualified prospects, write compelling narratives and manage proposals. She earned her BS in Journalism from Ohio University.
ERIN M. NONPROFIT
Erin is passionate about supporting nonprofits on event planning, fundraising, donor relations and community engagement. She has worked with a wide range of organizations, including KIPP Colorado Schools, READY Colorado, and Illuminate Colorado, and brings experience with Qwest Communications. Erin also serves as the president of the PTA, and earned her BBA from the University of Notre Dame.
SALLY S. NONPROFIT
Sally is an organizational leader with 15+ years of experience driving impact across the public and private sectors. Her diverse background includes founding and leading a charter school in Denver and serving as an instructor at the Oregon State College of Business, as well as leadership roles with Google and EduLab Capital Partners. She earned her MBA from Harvard Business School, her MPA from CU Denver and her master’s in Education from the University of Hawai’i at Manoa.
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NONPROFIT
SUSANNE W.
NONPROFIT
Susanne has 20+ years of experience as a nonprofit executive. As VP for Southwest Indiana Network for Education, she was instrumental in helping improve educational outcomes across the region. She also held key roles with Water to Thrive and Henderson Community College. She earned her MBA from Auburn University and her MS in Secondary Education from the University of Southern Indiana.
ALEX T. NONPROFIT
Alex is known for founding, growing and leading nonprofit organizations and educational programs. Over a 15-year career, he has founded charter school Dreamhouse, spearheaded fundraising for multiple institutions, and served in McKinsey and Co’s CEO Excellence team. Alex earned his EdD from the University of Hawaii and his MBA from the University of Rochester, and holds two additional master’s degrees.
MATT L. NONPROFIT
Matt leverages more than two decades of marketing, communications, business development, business strategy, operations and partnership experience to help mission-driven organizations achieve exponential impact. His career includes roles with Quantified Ventures, GWU and Hill+Knowlton Strategies. Matt earned his MBA in marketing from The George Washington University.
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FEATURED EXPERTS OPERATIONS
THE RIGHT TALENT FOR YOUR BUSINESS
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ASHLEIGH D. OPERATIONS
Ashleigh has launched and scaled products across fintech and direct-to-consumer medtech as a CEO, General Manager and operator inside Fortune 100 companies. She combines fintech payments expertise with the ability to build business plans and turn them into real results. Ashleigh has founded two companies, including a fintech venture successfully acquired by Skipify, and Auggie, a medtech company that has achieved sustained growth through a combination of fully outsourced and automated operations. She has developed a reputation as an operator who listens deeply, aligns teams quickly, and builds systems that scale. She is often brought in by CEOs who need a fractional Chief Growth or Chief Product Officer who can also act as a force multiplier Chief of Staff. Before entrepreneurship, Ashleigh served in go-to-market roles with FIS and Worldpay. She began her career at Deloitte in S&O Consulting. Ashleigh earned her Bachelor of Science degree in Chemical and Biomolecular Engineering from the Georgia Institute of Technology.
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FEATURED EXPERTS OPERATIONS
THE RIGHT TALENT FOR YOUR BUSINESS
CARISSA H.
OPERATIONS
Carissa is a strategic operations consultant and execution partner who helps organizations turn big priorities into real progress. Her career experience includes work with Tilting Futures, SchoolKit, the DC Public Charter School Board, the University of Memphis and KIPP Delta Public Schools. She earned her BA from the University of Central Arkansas.
KELSEY F. OPERATIONS
Kelsey is an operations architect who partners with scaling companies to design and implement the operational foundations needed for growth. She has more than 15 years of experience leading strategy, process design and project execution for organizations including Prospere Companies, TerraSlate, Inc. and BW Bacon Group. Kelly is also a Certified Scrum Master, and earned her BA from Colorado State University.
MICHELLE R.
OPERATIONS
Michelle helps clients shape and execute operational performance in complex environments, aligning strategic goals with actionable initiatives that drive measurable results. She brings more than 20 years of experience in business, technology consulting and operations, including roles with Accenture and RevGen Partners. Michelle earned a BS in business administration and marketing from the University of Colorado, Boulder.
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OPERATIONS
LAURA S. OPERATIONS
Laura is a dynamic Fractional Chief of Staff who helps business owners streamline operations, create sustainable systems and drive intentional growth. She brings more than 15 years of experience with organizations including VanWest Partners, CREW Denver and MidFirst Bank. Laura earned her BSBA from the University of Colorado and holds Real Estate and Entrepreneurial & Small Business Management certifications.
ERIK S.
OPERATIONS
Erik specializes in working closely with CEOs and boards to integrate operations processes and transform visionary ideas into cohesive and measurable execution plans. He has more than 20 years of experience growing entrepreneurial companies in the energy, engineering and finance sectors. Erik earned a BS in architectural engineering from the University of Colorado, Boulder.
KANDICE F.
OPERATIONS
Kandice is a career COO and technology operations executive known for driving clarity, alignment and scale across global organizations. In more than 20 years of experience in Fortune 500 enterprises, she has specialized translating strategy into execution, architecting operating models and building rhythm-of-the-business frameworks. Kandice earned her BA from the University of Phoenix.
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FEATURED EXPERTS SALES
THE RIGHT TALENT FOR YOUR BUSINESS
KEITH B. SALES
Keith is an accomplished executive with more than 25 years of experience leading growth, building teams and developing market strategies that drive measurable business results. He has a proven track record of scaling organizations, strengthening leadership performance and fostering cultures of accountability and execution. At Lockton Companies, Keith served as Partner, Executive Committee member and Real Estate Practice Leader, co-founding the Washington, D.C. office and later helping to expand the Denver operation. As Executive Vice President and National Practice Leader at Liberty Companies, he oversaw $120 million in revenue and was responsible for national sales strategy, producer recruitment and development, and client-retention initiatives. Earlier in his career, Keith held leadership and business-development roles with Marsh & McLennan and Hewitt Associates. Keith earned his Bachelor of Science in Marketing degree from Clemson University and his Certified Integrative Mental Health Coach designation from Nickerson Institute.
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SALES
SHAUN S.
SALES
Shaun is a results-oriented leader with 18 years of experience in operations and strategy. He honed his calculated approach to integration, systems thinking and strategic planning at enterprise companies including Toyota, General Motors and Google. Shaun earned his BA in Advertising and his BS in Management and Marketing from the University of Colorado at Boulder.
DAVID Z.
SALES
For more than 30 years, David has helped business leaders transform their companies and achieve desired outcomes. He brings vast expertise in strategy, sales leadership and coaching to his client relationship, with experience in leadership roles with 8th Light, Lappin80 and Point B. David earned his bachelor’s degree from Iowa State University.
CHRISSY W.
SALES
Chrissy is a strategic and performance-driven revenue leader with more than two decades of experience spanning enterprise sales, customer success, professional services and marketing. Her experience includes roles with Apryse, RevGen Partners, Schlumberger, PwC and Accenture. Chrissy earned her BS from Indiana University and holds certifications in strategic sales management, change management and Lean Six Sigma.
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FEATURED EXPERTS TECH AND AI
THE RIGHT TALENT FOR YOUR BUSINESS
ROB C. TECH AND AI
TALENT BOOK Rob has been featured by The New York Times, Fox Business, BBC and CNN, holds five U.S. patents in artificial intelligence, and was recognized as one of ColoradoBiz Magazine’s “Top 25 Most Influential Young Professionals.” He earned his MBA in Enterprise Technology Management from the University of Colorado – Denver, and his bachelor’s degree in Entrepreneurship from Northern Michigan University. Rob is a technology executive and entrepreneur with more than a decade of experience building software ventures, leading teams and driving innovation in artificial intelligence. As the Founder and CEO of Valyant AI, Rob secured $18M in funding, achieved a $50M valuation, and signed enterprise partnerships with brands such as Chick-fil-A, Wendy’s and Burger King. He also oversaw the development of proprietary speech recognition and natural language models and scaled the company into a nationally recognized leader in applied AI solutions. Previously, Rob founded AppIt Ventures, where he spearheaded two cross-border acquisitions and negotiated contracts with more than 100 clients.
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GET TO KNOW YOUR COMMUNITY OF FRACTIONAL EXPERTS
TECH AND AI
SCOTT A. TECH AND AI
With a track record of scaling operations and optimizing business in the healthcare, wellness and sports technology industries, Scott implements innovative frameworks to help leaders drive success. His experience includes Mayo Clinic, Google, Intel, EXOS, the NFLPA, BCG and more. Scott earned his MA from the University of Nebraska-Omaha and his BS from the University of Windsor, as well as multiple AI certifications.
PATRICK R.
TECH AND AI
Patrick is a product and technology executive with more than two decades of experience leading digital transformation and building data- driven products across startup and enterprise environments. In addition to founding and operating ReSight, Inc., he has held executive roles with Pellucid Analytics, Blackstone and DCI, LLC. Patrick earned his BS in Civil Engineering from Santa Clara University.
MIKE G. TECH AND AI
Mike is an executive leader with 15+ years of experience building and scaling data science, applied analytics and AI-driven solutions across banking, fintech, payments and digital platforms. Most recently, he led enterprise-wide data science initiatives at Charles Schwab; he has also held roles with Western Union, Lockheed Martin and FirstBank. Mike earned his MBA in Finance and Accounting from Regis University and his BS from Metropolitan State University.
TALENT BOOK
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“We’re going to continue to see an explosion in fractional hiring. It’s simply too attractive an option— it’s time bound, it’s project-based and, in many cases, it’s the only way for an organization to afford the level of talent they need in a specific role.”
- Griffen O’Shaughnessy, Canopy CEO
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TALENT BOOK
CANOPY HAS THE EXPERTS TO BUILD YOUR BEST TEAM
GET EXPERT HELP AT THE RIGHT PRICE
Scaling to the next level of growth. Navigating a time of transition. Adding a new product to your portfolio. Changing your strategic direction. Every organizational stage has one thing in common: people. You need the right people at the right time doing the right things to achieve your goals, whatever they may be right now. That’s why exceptional fractional experts offer a lot more than an interim Band-Aid. They have the potential to be the catalyst that helps you transform your organization. To do that, you can’t settle for good enough. You need the very best of the best, and you’ll only find them at Canopy Advisory Group. Every member of our curated and vetted community of more than 200 fractional experts representing a wide range of disciplines stands ready to step in quickly and help you push your most important strategies and initiatives forward. Canopy is your partner through every step of the fractional hiring and onboarding process, allowing you to focus on building the best possible team to move your organization forward. If fractional hiring sounds like what you and your organization need to take the next step, set a no-pressure meeting with our team today.
CONTACT US
TALENT BOOK
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canopyadvisory.com
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TALENT BOOK
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