Client Portfolio

Below is a small sample of our clients and our work:

Catholic Community Connection:  Ascend Advisors, LLC. conducted a series of focus groups to design strategies to build a pipeline of Catholic leaders and leadership within the healthcare ministries and across Sisters of Charity Health Systems.  Upon plan completion with recommendations, the work was used to implement a pilot program designed from input gathered the focus groups.

The Cleveland Foundation’s MyCom Youth Development Initiative:   Ascend Advisors, LLC. supported the MyCom Youth Development initiative in several capacities from 2009-2016.  During 2014, they led a strategic planning process resulting in a two-year strategic plan for the MyCom network (over 200 agencies) including the development of 4 shared common goals across lead agencies of youth employment, out of school time, youth leadership, youth advocacy, and neighborhood engagement.

Domestic Violence Coordinating Council:  Ascend Advisors, LLC. designed a comprehensive strategic & operational plan for the Cuyahoga County Domestic Violence Coordinating Council during 2013 for implementation during 2014-2017 and including a 1-2 year operational plan. The planning session included a literature review process, best practice design review, development of Board committees, and a new set of By-Laws and guidelines.

Cleveland One World Festival: Ascend Advisors, LLC. was hired to provide multiple support services for the Cleveland One World Festival (volunteer coordination, fund development, and sporting event coordination) in February 2014 with the event to be held in September 2014.  During our contractual work, our team was successful at securing over $120K and for the sporting events alone, securing over $25K in both cash and in-kind support.

The Spanish American Committee:  Ascend Advisors, LLC. was hired to provide multiple support services for The Spanish American Committee (fund raising event management, grant identification and writing, and marketing) in April 2014.  During our contracted services, we have secured over $15K in sponsorships and grants.

University Settlement: Members of Ascend Advisors LLC. were hired to conduct a full strategic plan process including a strategic plan, best practice literature review, and an operational plan for a 3-year implementation process for 2016-2018.

HandsOn Sports Foundation:  Members of Ascend Advisors, Inc. were contracted to provide executive and planning support for the Board including an operational plan, program expansion partnerships, and Board development through May 2016.  Our team also lead the event efforts of the Annual Charity Golf Outing and organized the fund raising Kentucky Derby Party event.

Werner G. Smith, Inc.: Ascend Advisors, LLC. were hired to design a Strategic Sales Plan and Fund Development support for this family-owned, manufacturing firm resulting in: the submission and approval of a $30K Ohio Rail Development Commission grant; Update and improved functionality of the WGSI website; Drafting of agreements and descriptions for the diverse sales roles; Submission and approval of the city of Cleveland Small Business and Local Producer Certifications; Cost-analysis of the existing internal cost of producing WGSI products; Analysis and a request for proposals to design an internal product tracking data system incorporating a bar code process; Sales playbook to increase growth over the next year; Submission of the Incumbent Worker Training funds application to the State of Ohio; Updating and managing Salesforce for usage by the Sales Team; and Surveying their existing customers for satisfaction and how they use your products.


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