Accelerating Impact, By Design

Capital Motion works with executives and boards who are at decision or inflection points in their organization’s life cycle. Our clients include charitable nonprofits, mission-driven organizations and investment firms, and certain other private sector businesses.

Engagements typically focus on identifying and leveraging opportunities for growth and expansion, creating financial and organizational stability and sustainability, structuring and building boards, developing alliances and partnerships, and mission-aligned investing. Every organization faces inflection points; we look forward to hearing about yours.

info@capitalmotion.org | 617.545.7937

What Makes Capital Motion Different

Capital Motion LLC is a boutique consulting firm offering high-quality, experienced engagement management and trusted advice. Clients work directly with an experienced consultant with a track record of success rather than with a large staff of professionals with varying levels of experience. Clients benefit from our proven, hands-on approach to bringing projects and people successfully and productively across the finish line.

Our approach is grounded in facts and data, and we are consistently sensitive to people and human impact. We are known for our strategic thinking and our ability to simultaneously see and intelligently and effectively address the tactical implications of major changes – planned or not. We are not bound by we’ve-always-done-it-this-way-ism, particularly when it is hampering positive forward motion. Nor do we favor disruption for the sake of disruption; our goal is to help you achieve your goals with balance.

One of the most important things to know about our work is that we are not a deck-and-dash firm; we work with our executive clients to create thoughtful, fact- and data driven-plans and programs and partner with them during implementation for as long as that is effective and helpful.

info@capitalmotion.org | 617.545.7937

Principal Biography

Lisa A. Cohen, CEO and Principal

Lisa A. Cohen

Lisa is the CEO and Principal of Capital Motion LLC, a boutique consulting firm that works with executives and boards who are at decision or inflection points in their organization’s life cycles. Clients include charitable nonprofits, mission-driven organizations and investment firms, and other private sector businesses. Engagements typically focus on identifying and leveraging opportunities for growth and expansion, creating financial and organizational stability and sustainability, structuring and building boards, developing alliances and partnerships, and mission-aligned investing.

Lisa is a successful serial entrepreneur, having launched two firms prior to Capital Motion that served the private sector, one of those a leading advisory, research, analytics and strategy firm active in sustainable investing. That firm was an early signatory to the United Nations Principles for Responsible Investment.

Lisa has served in executive leadership positions in both the private and nonprofit sectors. Lisa was a Managing Director and Senior Vice President at Evergreen Investments, a Director at John Hancock, and a Director at the Girl Scouts, running lines of business that resulted in significant asset/money raises at each organization.  Lisa is a graduate of Smith College and has completed Harvard’s Executive Education program in Investment Decisions and Behavioral Finance.

Lisa is a published author and opinion columnist and frequent public speaker; look for Lisa’s current blog on NonProfitPRO’s PROSPEAK. Lisa is a member of the Boston Club, currently chairing the Nonprofit Research Committee. Her board work also includes serving as Treasurer of the nonprofit Cause Fund, and as past president of both the Boston Smith College Club and Boston Women Communicators, as a founding board member of the historic Dwight-Derby House Board of Directors, as a member of the Advisory Board of investment firm Wellesley Investment Partners, and as a member of her community’s Historical Commission.

Lisa invites you to connect with her on LinkedIn. Ellen Kinlin, CEO of the Executive Search firm The Kinlin Company, interviewed Lisa in their series of Women Executive interviews. Read that profile here.

lcohen@capitalmotion.org | 617.545.7937

Resources for Boards and Leaders

We offer Workshops, Keynotes, and Trainings on these topics and more. All programs can be completely customized for your group and audience. Please contact us at your convenience at 617-545-7937 or info@capitalmotion.org.

This Board Member Position Description Template we’ve developed may be a good place to start for your organization to build its own, custom, Board Member position description.

Here are two excellent guides Boards and Executives may find very useful:

Board Source Glossary of Nonprofit Governance

MA Attorney General’s Office Guide for Nonprofit Boards

Bumps in the Road Are Our Business

There are some immutable truths of management, among them the ongoing need in any organization for cash flow, the fact that the world is continually evolving around us, employees’ hope for organizational stability despite the near impossibility of providing that, and a fervent desire for success.

In the world of mission-driven organizations, there are a number of variables that contribute to a successful outcome including strategic planning, excellent relationships among Executive teams and Boards, sustainable sources of revenue, a clear-eyed view of relevant social and economic trends, the positioning and “stories” of organizations within their sector and area of expertise, measurement of outcomes and key indicators, and long-term organizational planning.

At Capital Motion, we work with leaders and management teams to tackle these mission-critical dynamics both sensitively and for maximum effectiveness. We look forward to hearing about what is happening at your organization and how we can help you achieve your goals.