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

Resources for Boards and Leaders

We offer Workshops, Keynotes, and Trainings on these popular topics and more. All programs can be completely customized for your group and audience. Click through to check out syllabi from some recent programs.

Unlocking Your Board’s Superpowers

Optimize your Board’s functioning as a team to ensure ongoing excellence in Governance for your Organization. We’ll give you the framework, tools, and tactics.

Board Ambassadorship

The historical Director-Fundraiser model is broken; The Ambassador-Director model enables healthy Board-Leadership-Staff relationships and is a clear roadmap for reaching out to other Orgs. Learn how to set it up.

Roles, Responsibility & Accountability

Two BIG questions trouble most Board-Leadership teams: Where is the line between Governance and Management, and How do I Keep the Board Engaged? This program has the answers.


Here are some resources we hope you find to be helpful:

Board Member Position Description Template ; to be customized for your organization

MA Attorney General’s Guide for Nonprofit Boards

Board Source Glossary of Nonprofit Governance


617-545-7937 | info@capitalmotion.org

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.

lcohen@capitalmotion.org | 617.545.7937

Articles

This is the page where users will find your site’s blog

Seats at the Table Mean Better Returns

Quantitative data about the results delivered by women in C-suite and executive leadership has been accumulating for some time. Nevertheless, they resist. One of the ways of resisting is to ask for data, for proof of what we as women leaders bring to the table. Here’s proof.

Getting Past the Chicken-and-Egg Cycle of Nonprofit Strategic Planning Skepticism

There is a lot of room for improvement in the usual nonprofit strategic planning process; so much so that current approaches can create fiduciary and organizational risk. Root causes are not hard to find. To start, many organizations see these plans as a box to check, something to pull together every few years, toss on …

Massachusetts’s Nonprofit Boardrooms: Is It Time Yet?

Over the past 10 years there has been virtually no positive change in the composition of the C-Suites of the largest MA nonprofits, leaving incredible talent and opportunity on the table. The details are here, in The Boston Club’s 2019 biennial Census of Nonprofit Board CEO’s and Boards. Intentional Nonprofit Board Service, authored by Lisa …