Dunleavy & Associates : MatchingMissions.com

 
With backgrounds in strategic planning, management, development, succession and transition of leadership, signature events, public relations, project management, funding research, grant writing, financial management, and information technology, the Dunleavy team of professionals has the breadth of knowledge and expertise to provide exceptional services to a diverse range of clients.

Having a core team and collaborators with this much experience enables Nancy Dunleavy, chief talent scout, to appoint highly effective teams to enable each client to achieve its goals.



Nancy Alba Dunleavy
President, Founder, CEO and Chief Talent Scout

Nancy Dunleavy is the founder and CEO of Dunleavy & Associates, a woman-owned business founded in 2001 to empower charitable organizations to achieve their fullest potential.

Named by LEADERSHIP Philadelphia as one of Philadelphia’s “Top 101 Connectors” and by the Philadelphia Business Journal as one of the 25 Women of Distinction in 2006, Nancy brings an extensive network of contacts and relationships to clients of the firm. Her ability to “cross industry sectors” has been cited as one of the characteristics of true “connectors” and she is successful in engaging collaborations between and among the educational community, the political community, the nonprofit community and the corporate community.

Nancy describes herself as a “rainmaker” and an “extraordinary talent scout” having recruited phenomenal clients, colleagues and collaborators. An inspirational public speaker Nancy is frequently engaged to speak on topics of philanthropy, governance, women in leadership, and management of charitable organizations. Most recently she was selected to represent the nonprofit sector on the panel of experts for the Sovereign Bank 2008 Economic Outlook Breakfast, presented by the Greater Philadelphia Chamber of Commerce.

Her career as an entrepreneur was preceded by more than twenty years in the healthcare business, as a senior financial manager and hospital administrator. Prior to launching Dunleavy & Associates, she served for ten years as Chief Financial Officer and then two as the Senior Vice President for Corporate Development for Friends Hospital and Behavioral Health System.

A committed and engaged community leader, Ms. Dunleavy contributes her time and talent to several organizations and non-profit Boards of Directors in the region including LEADERSHIP Philadelphia Board of Directors, Gwynedd-Mercy College Board of Trustees, Abington Memorial Hospital Foundation Board of Trustees where she also serves as Treasurer, the Greater Philadelphia Chamber of Commerce Board of Directors, and the Dean’s MBA Advisory Board for St. Joseph’s University - Haub School of Business. An alumna of the 2006 class of the Anne B. Anstine Excellence in Public Service Series Nancy was appointed by the Montgomery County Commissioners in 2006 to serve a four-year term on its Commission for Women and Families where she also serves as chair of the Unsung Hero Award Committee.

Ms. Dunleavy was one of the first women appointed by Gov. Tom Ridge in 1993 to serve as an Ambassador for Team Pennsylvania. She was reappointed to this post by Gov. Ed Rendell, and currently serves as one of Team PA Foundation’s two points-of-contact for 300 executives in the Southeast region of Pennsylvania.

Nancy may be reached at ndunleavy@matchingmissions.com.
Katherine Armstrong
Project Associate


Kat Armstrong joined the Dunleavy & Associates team in 2010. An emerging development professional, she contributes at the associate level to the firm’s project management, research, and event planning goals. She has worked with a diverse array of clients spanning the community development, human services, education, and arts and culture sectors.

Kat brings a passion for and background in fine arts to the team, not only through her education but through her work as an interning Assistant at the Pennsylvania Academy of Fine Arts.

Graduating from Bowdoin College, Kat earned a Bachelor of Arts in Art History with a minor in Sociology. While in school Kat worked as a Senior Interviewer for the Bowdoin College Office of Admissions, and completed internships with Sotheby’s fine arts auction house and the Museum of Fine Arts, Boston. An avid traveler and foreign language enthusiast, she worked and volunteered in Tanzania, Italy, and France for the majority of the year after completing her undergraduate degree.

Kat may be reached at karmstrong@matchingmissions.com.
Hilda Bacon
Senior Project Manager

Hilda Bacon is a creative, highly motivated community leader with a deep passion for the arts. She brings more than twenty years of progressively responsible management experience in development, fundraising, and donor relationship-building to the Dunleavy Team, working on special assignments for the company.

She recently served as the Director of Events and Outreach at Bancroft NeuroHealth, a multi-faceted organization that provides services to children and adults with autism, developmental disabilities, brain injuries and other neurological impairments. Prior to this, Hilda headed Project Development / Special Events for St. Agnes Medical Center in Philadelphia, and also held several key positions at the Wellness Center and Cardiac Rehabilitation Center Management where, among other responsibilities, she oversaw the operations of the hospital cardiac rehabilitation facility.

Hilda is very active in her community, serving as an instructor in dance and desktop design. She is a Board Member of the Ritz Theatre in Collingswood, NJ, and a Founding Member of the Ed Bacon Foundation on whose Board she also sits. She is a member of the Arts and Business Partnership of South Jersey.

Hilda received her BA in Psychology from Ricker College in Houlton, ME, and her Masters of Education/Exercise Physiology from Temple University.

Hilda may be reached at hbacon@matchingmissions.com.
Stephanie Moran Baldwin
Senior Project Manager


Stephanie Moran Baldwin is a seasoned relationship builder with expertise in major gifts, sponsorship, and donor relations. She brings over two decades of business experience in the public, private and non-profit sectors, having served as a public and investor relations leader. Whether on Wall Street or on Main Street in the communities of charitable organizations, Stephanie has demonstrated the ability for cultivating substantive, long-term relationships that lead to successful fundraising efforts

Stephanie’s professional experience includes the top leadership role in Marketing and PR at the Baldwin Sadler Corporation, a private national managing underwriter in King of Prussia, Pennsylvania. Ms. Baldwin developed and executed a strategic corporate marketing program including advertising campaigns and publication of articles that brought significant industry visibility to the company in both domestic and international arenas

In the non-profit sector in the Greater Philadelphia region, Stephanie’s leadership contributed to numerous successful development initiatives at a nationally recognized drug and alcohol treatment and recovery facility where she established a scholarship fund that has attracted significant charitable investment. She had been involved for many years in the fund-raising and charitable efforts of an independent day school in the area and is delighted to continue to promote them. Additionally, Ms. Baldwin has served on the Board of Directors of a national women’s reproductive health organization, serving as co-chair of the development and fundraising committee, and as Director of Volunteer Services at the USO of Pennsylvania and Southern New Jersey she cultivated key donor relationships for the organization.

Stephanie currently serves as Vice President on the Board of Directors of the Philadelphia Chapter of NIRI (National Investor Relations Institute) and is a charter member of the NIRI BioPharma Roundtable. She is a Biotech 2009 Conference Committee Co-Chair and is a member of BioNJ.

Stephanie attended Bryn Mawr College and is a certified paralegal. She also obtained certification as an addictions counselor while working in the field of drug and alcohol treatment.

She may be reached at sbaldwin@matchingmissions.com.
Barry Becker
Operations Manager

With more than 15 years of experience in leadership roles with charitable organizations, Barry Becker brings a broad range of expertise and creativity to the Dunleavy team, with a specialty emphasis on operations management. Working internally, Barry ensures efficient and effective team functionality with his position as the central resource on project management, client relations, and sponsorship outreach.

As co-founder of several highly successful arts organizations, he has served as Board member and Executive Director, as well as Development and Program Directors. His work has largely focused on the arts, where he was one of the founding forces in award winning film festivals in Washington, DC and Rehoboth Beach, DE. His experience has involved strategic planning, corporate development, membership campaigns, grant writing, media relations, programming, volunteer coordinating and much more.

He has a proven track record of success for arts organizations in Delaware, New Jersey and Pennsylvania. Most recently he served as a coordinator of the highly successful Philadelphia Fringe Festival. Prior to his work in the arts, he served as Vice President of NonProfit Management Associates in Washington, DC, where he developed client communications tools, and served as account representative for a major national client.

Barry received his B.A from The George Washington University, and his Masters in Public Administration from the University of Pittsburgh.

Barry may be reached at bbecker@matchingmissions.com.
Joanne Bursich
Project Manager


Joanne Bursich has more than 15 years experience in the nonprofit sector, working in direct service, consulting, and grantmaking. She brings to our clients expertise in foundation relations, government contracting, internal management, governance, and finance. She has deep roots in the Greater Philadelphia region and seeks to help strengthen the sector by building stronger, more efficient nonprofit organizations.

Joanne began her career in the youth development field, working to improve outcomes for young people through empowerment and leadership opportunities. She has since focused on providing programmatic, financial, and consulting support to nonprofit organizations, and has held progressively senior management positions. Joanne most recently worked at Nonprofit Finance Fund, where she was the Philadelphia Program Director. NFF is a national leader in nonprofit finance. Her vast experience has prepared her to work with nonprofits of all sizes and disciplines.

Joanne is an active volunteer, currently serving as the board president for the Delaware Valley Association for the Education of Young Children (DVAEYC), a professional association with more than 2,000 members. She serves as a panel reviewer for the Echoing Green Foundation’s international fellows program and Partners for Sacred Places’ capital grants program. Joanne also is active in her South Philadelphia community and participates in various advocacy efforts at the local, state, and national levels. She is an avid traveler and enjoys many cultural activities.

Joanne received her BS in Child and Family Studies from Syracuse University and her Masters in Government Administration from the Fels School at the University of Pennsylvania.

Joanne may be reached at jbursich@matchingmissions.com.
Marcus Coleman
Strategy Advisor


Marcus is a seasoned human resources professional and administrative leader with demonstrated success in recruiting, hiring, and retaining a diverse workforce from entry level through management in both the corporate and not-for-profit arenas. He has provided strategic leadership for both mid-size and large companies including succession planning, compensation forecasting and long term staffing needs. He has significant experience and expertise in negotiating union contracts and maintaining non-union facilities with pro-active employee relations programs.

Marcus has also worked with the Deluxe Corporation in North Wales, PA as a Senior HR Business Partner, The Home Depot as a HR leader and has served several years as an Administrative Services Director with the National Rehabilitation Hospital in Washington D.C.

Marcus serves as a key collaborator to Dunleavy and Associate on matters of strategy, senior leadership and board development. He has a demonstrated commitment to community service and leadership. He was a member of the board of the Community for Creative Non-Violence (CCNV) in Washington, DC for sixteen years. Marcus served two terms (eight years) on the board of the National Head Injury Foundation, now the Brain Injury Association of America (BIAA). In 2000, he was recognized with the “Keeping the Dream Alive” medal for outstanding contributions in community and public service. He has also served in a leadership capacity in several Home Depot disaster relief events. During the Hurricane Katrina recovery his contributions, along with many others, were cited by President’s Clinton and Bush. Marcus remains active with organizations such as the NAACP and the Minority Business and Consumer Council.

Marcus earned a B.S. in Organizational Management (Cum Laude) from Columbia Union College as well as a Certification in Employment Law from Georgetown University.

Marcus may be reached at mcoleman@matchingmissions.com.
Laurie Etherington
Project Manager


Laurie Etherington is a results oriented professional with the demonstrated ability to discern, clarify and analyze stated objectives of corporate or non-profit clients. Through strategic and creative thinking, together with careful listening, she helps achieve the client’s expressed goal.

Most recently, she has spent the last ten years working with leading global or national retained executive search firms utilizing solid relationship management, project management and organizational skills as she executed the entire candidate recruitment process and managed client relationships. Search assignments have included various Board of Director and senior management functional positions such as President-Strategic Business Unit, Chief Financial Officer, Treasurer and Director of Development within the financial services, manufacturing and non-profit sectors.

Laurie’s volunteer efforts have centered around capital campaigns, grant making and development activities. Currently she serves on the Board of Director of SquashSmarts, an after school academic tutoring, mentoring and sports program for Philadelphia’s inner city youth. She is also a Sustaining member of The Junior League of Philadelphia’s five person Feasibility Study Steering Committee tasked with determining the League’s interest in/ability to commence a capital campaign. In addition, Laurie most recently participated on the United Way of Chester County’s Community Impact Team, assessing the organization’s grant making/funding level for specific local agencies.

Graduating from Lake Forest College, Lake Forest, IL, Laurie received her BA in Economics.

Laurie may be reached at letherington@matchingmissions.com.
Joseph F. Falco
Project Manager

Joe Falco joined Dunleavy and Associates in 2002, as the first associate in the firm. He has served as interim Chief Financial Officer of both small and large clients, supervised the installation of financial reporting applications and provided financial management for clients including Urban League of Philadelphia, the National Adoption Center, The National Association of the Remodeling Industry (Bucks-Mont Chapter) and the American Cities Foundation. Prior to joining the company, Joe spent two years as a member of the Mercy Volunteer Corps, the first year teaching at St. Catherine’s Indian School in Santa Fe, NM and the second as Executive Director of “The Welcome Table”, a homeless ministry serving meals in New York City. He has served as a member of the Board of Directors for Mercy Volunteer Corps and a volunteer with Net Impact (St. Joseph’s University Chapter).

A graduate of Drexel University, Joe received a B.S. in Accounting and an MBA from St. Joseph’s University.

Joe may be reached at jfalco@matchingmissions.com.
Emily Mackell
Project Manager

Since joining Dunleavy and Associates, Emily Mackell has specialized in signature event production, public relations, funding research, and grant writing. She has worked with the Historic Houses in Fairmount Park to promote their highly successful Holiday Tours. Emily has also played a key role in the promotion and production of Step into Saks and Step into Spring, two annual fundraisers for Steppingstone Scholars, Inc. She has also worked with the organization on their year round public relations campaign. Emily also served as our Project Manager in the promotion and production of A Family Time to Give, a major fundraiser for Cradles to Crayons of Philadelphia. Emily has worked with the Pennsylvania Academy of the Fine Arts to raise funds through grant writing and other development efforts. The Ritz Theatre in Haddonfield, NJ and Peter’s Place have also benefitted from her grant writing expertise.

A graduate of the College of the Holy Cross, Emily earned a Bachelor of Arts in English with a minor in Art History. While in school, Emily worked in the Public Relations, Marketing and Communications Department of the Children’s Hospital of Philadelphia and the Public Relations department of WCVB-TV in Boston.

Emily may be reached at emackell@matchingmissions.com.
Patty Poach
Project Manager/Public Relations Manager

Patty Poach is an experienced public relations and development professional. Since joining Dunleavy and Associates in 2004, Patty has specialized in event publicity and project management, and has provided interim staffing and leadership to development departments. In her current role at CORA Services, she leads the Institutional Advancement team in fundraising strategy, donor relations, corporate sponsorship solicitation, committee development, public relations, communications, and plans numerous events to raise awareness and funds for CORA Services. When the Kimmel Center for the Performing Arts hired Dunleavy and Associates to provide interim staffing for their development team, Patty served in numerous positions and helped to increase annual membership and corporate sponsors for their gala.

Patty is responsible for creating and implementing the PR plan for many of the Dunleavy and Associates Signature events. This media maven has a solid track record in securing local placements in print, radio and television. For many organizations, she helps create their image and handles their communications throughout the year to help raise awareness of their mission.

Patty has been working in the public relations field and providing strategic communication counseling to clients and employers for more than 20 years. She has developed and implemented marketing strategies in various industries including education, technology, not-for-profit, legal, healthcare, and travel. As the Assistant Vice President of Toplin & Associates, Patty created and implemented successful public relations/marketing plans that supported clients’ business goals. Her proficiency in developing a news angle and pitching the story has resulted in impressive media coverage.

Patty earned a B.A. in Communications/Journalism at Shippensburg University. She has served on the Planning Committee of the Big City Ball to benefit Big Brothers Big Sisters of Philadelphia. She is the volunteer publicist for Gaudeamus, a musical ensemble that raises money for charitable organizations through recordings and concerts. Patty raises money annually for March of Dimes by participating in March for Babies and is a member of the Family Teams committee.

Patty may be reached at ppoach@matchingmissions.com.
Michele Raymond
Senior Project Manager


Michele Raymond brings more than twenty years of progressively responsible director experience in institutional advancement, marketing, and strategic and relationship-building for both profit and not-for-profit communities.

She has worked with a diverse array of organizations spanning social services, human services, senior services, medical research and clinical and educational organizations, in a regional footprint of three states.

Michele has a strong background in the moving arts, having over 20 years in tai chi yoga and other movement based arts teaching, practicing and bringing such modalities to help those with disabilities.

Graduating from St. John Bastyr, with a Bachelor of Arts in Earth Science and a minor in Medical Technology, she is currently a Master’s candidate in Philosophy.

Michele is a foodie, avid gardener, jeweler, glass blower, painter and potter and gets her hands into any other expression of art she can. She has and is currently serving on national and local boards.

Michele may be reached at mraymond@matchingmissions.com.
Christina Richter
Senior Project Manager

Christina Richter brings our clients talent and expertise in major gifts, annual fund development, capital campaigns, strategic planning, planned giving, special event sponsorships, alumni relations, communications, marketing and PR. Her good humor and diplomacy enable her to tackle the challenges facing our clients with grace and aplomb.

A Masters prepared professional, Christina has served organizations in both the charitable and private sectors and she blends those leadership experiences in human services, healthcare, higher education, workforce development and publishing. Christina is the former Director of Major Gifts for The Wellness Community of Philadelphia, and the Director of Alumni Relations for Harcum College. She also served as the Director of Marketing for Grotto Pizza in Delaware, and Director of Marketing for Close-Up Publishing in Alexandria, VA. Her experience lends itself to assisting clients throughout the entire region.

She is a volunteer at the Mary Campbell Center in Wilmington, DE, and as an avid runner and cyclist lends her time and talents to helping those with disabilities. Christina believes strongly in mentoring and giving back to others in the advancement, marketing, and public relations fields, and serves on planning committees for both the Philadelphia and Brandywine chapters of the Association of Fundraising Professionals.

Christina may be reached at crichter@matchingmissions.com.
Stephanie Smith
Project Associate


Stephanie Smith joined the Dunleavy and Associates team in 2009, with the focus of her efforts directed to the research of funding sources and donor prospects. Additionally, Stephanie has been assigned to the teams working on a variety of special projects, events management, and fulfillment of sponsor benefits.

Stephanie is a graduate of the University of New Hampshire, earning Bachelor of Arts degrees in English and History. Her passion for history thrives in Philadelphia and sparks her enjoyment and pursuit of travel. While pursuing her baccalaureate degree Stephanie spent time volunteering at an estuarine research reserve in Southern Maine, a children’s after-school community center, and several regional Special Olympics competitions.

Stephanie Smith may be reached at ssmith@matchingmissions.com.
Doug Thompson
Project Manager

Doug Thompson brings over twenty-five years of golf industry and event management experience to Dunleavy and Associates. A graduate of Wilmington Friends School and Kenyon College, Doug began his professional career in golf club operations, culminating as PGA Head Professional at Wyncote Golf Club in Oxford, PA and PGA Director of Golf at Ashbourne Country Club in Cheltenham, PA. As an executive-level operations manager, Doug was responsible for multi-million dollar revenue operations, employee hiring and relations, facilities management, membership and event activity. Doug has been a full-time project manager and client service specialist with Dunleavy & Associates since 2005, responsible for numerous golf events throughout the season for such diverse clients as Bancroft NeuroHealth, Baptist Children’s Services, Minority Suppliers Development Council (MSDC) of PA-NJ-DE, Dragonfly Forest, and the Urban League of Philadelphia.
He is also involved with other major events such as the Greater Philadelphia Blue Fest, and Bucks-Mont NARI Contractor of the Year Awards. Doug has recently been appointed to spearhead Bucks-Mont NARI’s green remodeling initiative.

Doug may be reached at dthompson@matchingmissions.com.
Fred Weiner
Virtual CIO, IT/Business Consultant

Fred Weiner is the President of Weiner World, Inc., a business dedicated to helping companies with their technology and business development needs. Fred is also actively involved in the development of Dragonfly Forest, a free residential summer camp for seriously ill children, a not-for-profit 501(c)(3) organization as well as several other clients of Dunleavy & Associates, including: Mercy Volunteer Corps, Peter’s Place, Kelly Anne Dolan Memorial Fund, SAVER (the society for the advancement of vascular education and research, and others.Prior to starting Weiner World, Inc., Fred was the Vice President of Consulting Service for Proscape Technologies, Inc., where he directed the pre- and post-sales support, and strategic partnering/alliances for all of Proscape’s Marketing & Sales Effectiveness solutions. Before joining Proscape, Fred was one of the original employees of Omicron Consulting, and was there for over 13 years. During that time he served as an Executive Consultant, Virtual CIO, Department Manager, and Management Team Member. Throughout Fred’s career he has been involved with determining how new technologies can help solve business problems for Corporate 1000 and middle market companies. Fred has also worked for AMS, Keane, IBM and CBS.

Fred holds a degree in Commerce and Engineering from Drexel University.

Fred may be reached at fweiner@matchingmissions.com.
Patricia D. Wellenbach
Strategy Advisor

Patricia D. Wellenbach is an experienced professional who has worked in the private and non-profit sectors in the areas of strategic planning, organizational dynamics, governance, capacity building and business realignment with a focus on long term stability and sustainability. An accomplished facilitator, her expertise includes planning and facilitating senior management meetings and board retreats, and working with organizations dealing with substantive issues in their industry that are creating opportunities for change. Her leadership enables organizations to maximize resources and improve outcomes.

Tricia serves as a key collaborator to Dunleavy on matters of strategy, governance, senior leadership and board development. Tricia was previously the managing director for business development and strategy for Granary Associates. As a member of senior management, her responsibilities included developing strategies for long-term growth, recruitment and retention, evaluation of emerging markets, and identifying and developing national and international expansion opportunities. Previously she was the executive director of The Wellness Community of Philadelphia (TWCP) and the Vice President of Corporate and Community Relations for The Wellness Community National. At TWCP, she oversaw the operations of one of the preeminent cancer support organizations in the country, raising in excess of $7.4 million dollars during her tenure there.

Her responsibilities at the national level included the development and funding of national educational initiatives. Working with the national board and CEO, she was instrumental in the development and implementation of the strategic plan to restructure senior management and to relocate the Wellness Community national office to Washington D.C.
Currently, she serves as a trustee of Abington Memorial Hospital, the Pennsylvania Academy of the Fine Arts, a member of the National Philanthropic Trust (NPT) Advisory Board, the NPT Breast Cancer Fund Advisory Committee, a board member of the Forum of Executive Women and the Forum of Executive Women Foundation Board, an advisory board member of the G. Fred DiBona Foundation and a member of the Thomas Jefferson University Hospital Breast Center Advisory Board.

Tricia is a cum laude graduate of Boston College School of Nursing and holds a certificate from the Johnson and Johnson/UCLA Healthcare Executive Program.

Tricia may be reached at pwellenbach@matchingmissions.com.
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