orange-county-united-way-ceo-position-description

POSITION SPECIFICATION PRIVATE & CONFIDENTIAL PRESIDENT / CHIEF EXECUTIVE OFFICER Chris Bull Co-Founder & Managing Partner 949 529-2690 bull@mbsearch.com Jeff Black Partner 949 529-

POSITION SPECIFICATION

PRIVATE & CONFIDENTIAL

PRESIDENT / CHIEF EXECUTIVE OFFICER

Chris Bull

Co-Founder & Managing Partner

(949) 529-2690

bull@mbsearch.com

Jeff Black

Partner (949) 529-2672

black@mbsearch.com

Amanda Lange

Recruiting Associate (949) 529-2680

lange@mbsearch.com

Rob Gross

Associate Principal Consultant

(949) 396-0035

gross@mbsearch.com

Jason Pinegar

Associate Principal Consultant (949) 930-0563

pinegar@mbsearch.com

Kelly Nguyen

Executive Search Coordinator (949) 236-6017

nguyen@mbsearch.com

ORANGE COUNTY UNITED WAY

ORGANIZATION OVERVIEW

POSITION TITLE: President / Chief Executive Officer

REPORTING TO: Board of Directors

LOCATION: Irvine, CA

WEBSITE: www.unitedwayoc.org

ORANGE COUNTY UNITED WAY

The Mission: Improve Lives and Strengthen the Community

Orange County United Way (OCUW) is a leading voice, respected advocate and powerful influencer across the entire non-profit and social services landscape as well as the corporate and philanthropic communities OCUW serves as a dynamic community leader and change agent The organization is an inspirational visionary for improving lives in Orange County

However, beyond mere inspiration, through proactive and dynamic Community Impact Programs, Orange County United Way is directly leading the changes necessary so the next generation can prosper and succeed in all aspects of life

At Orange County United Way, the goal is to create a stronger community where everyone has access to a quality education, a sustainable income, better health and stable housing—the building blocks for a good life

Since 1924, Orange County United Way has been at the forefront of health and human care services in Orange County While the community has changed over the years, their mission to improve lives and strengthen the community has remained the same, while their model has evolved to even more effectively address key critical issues They continue to mobilize the caring power of Orange County—by collaborating with nonprofit agencies, corporate partners, and generous donors—to meet the greatest needs of the community

A UNITED VISION

Orange County United Way’s quest is to ensure that every child has the chance for a good life Three years ago, they led

a community-wide strategic planning process to identify the greatest needs in the community The result is a strategic plan called FACE2024 With FACE2024 as their guide, OCUW mobilizes the community to come together to face the toughest issues facing Orange County today Together, they are creating brighter futures for children and the community, where:

 Every Orange County youth receives a high-quality education

 Struggling families are well on the path to financial independence

 Our next generation are the healthiest in the nation

 Homelessness for our children and their families is a thing of the past

To effectively lead the organization’s contributions to a stronger community, the President/CEO must fully embrace and champion all aspects of FACE2024, accepting responsibility for leading the achievement of its stated goals and objectives

FACE 2024

Creating a better future for the next generation

In 2014, Orange County United Way began implementing FACE 2024, a 10-year collaborative, communitywide action

plan, designed to inspire change and create a more hopeful future for Orange County with a strong focus on the next

generation FACE is an acronym for Fund, Advocate, Collaborate and Educate:

FACE 2024 is focused on long-term solutions to the most critical challenges facing Orange County children and families:

 Cutting the high school dropout rate in half

 Reducing the percentage of financially unstable families by 25%

 Increasing the number of healthy youth by one-third

 Cutting the number of homeless and housing insecure children in half

“The past year has been truly pivotal—as we are deep into our second year

of the 10-year community wide action plan, FACE 2024 We are thrilled

with the momentum and the community’s response.”

~ Max Gardner, President & CEO, Orange County United Way

BOARD OF DIRECTORS

The major leadership roles of the Orange County United Way Board of Directors include visioning, direction setting for the organization and ensuring results The Board represents United Way in the community and are charged with stewardship and accountability to maintain the trust of the community

Chair

Susan Parks*

CEO – iCount Wellness

at WalkStyles

Vice Chair Ian Leisegang*

Executive Director J.P Morgan

President & CEO Max Gardner*

Orange County United

Way

Treasurer Suzanne Fradette*

Partner Pricewaterhouse Coopers LLP

Secretary Steve Churm*

Chief Comm Officer FivePoint Communities

Steven D Allison* – Partner | Crowell & Moring LLP

Ben Alvarado – President | Wells Fargo Orange County

Coastal Bank

Sherri Bovino – President | 1st Flagship Company

Paula Campbell – Vice President, Integration & Alliances,

Edison Energy | Edison International

Nicole Carrillo Hall – Chief Financial Officer | Opus Bank

Antonella Aloma Castro – Senior Counsel | Mobilitie, LLC

Timothy S Clyde* – CEO | Katzkin Leather

Karen D Conlon – President | Sequoia Grove Consulting

Mike Feldman – Executive Vice President | Head of Wealth

Markets | Union Bank

Dr Mildred Garcia – President | California State University

Fullerton

Joseph C Hensley – Market President | US Bank

Jeff Hittenberger – Chief Academic Officer | Orange County

Department of Education

Sandra Hutchens – Sheriff-Coroner l Orange County Sheriff’s

Department

Hector J Infante – Manager | Policy, Public & Government

Affairs l Chevron

Michael A Johnson – Senior VP Member Services &

Administration| Automobile Club of Southern California

Jacqueline A Brya Kelley – Partner | Advisory Services |

Ernst & Young LLP

Robert E Kent* – Sr Director of Sales and Alliances | Key

Information Systems

Ken Lickel* – Community Volunteer John P McGrath, PhD – Corporate Vice President, Quality,

Regulatory l Edwards Lifesciences

Bill Mecklenburg – President | SES Insurance David G Meulmester – Tax Partner | KPMG LLP Nancy Meyer – Community Volunteer

Keith Morrison – NBC TV Dateline Correspondent | NBC TV Tam Nguyen – President | Advance Beauty College

Shirley Quackenbush – Senior Vice President – Wealth

Management | Merrill Lynch Investments

Michael Ray – Senior Vice President, General Counsel &

Secretary l Western Digital Corporation

Mike Ruane – Executive Vice President | National Community

Renaissance

Scott Sampley – Vice President – Sales | Enterprise Holdings Ernest W Schroeder – President | Schroeder Investment

Partners, Inc

John F Simonis – Partner | Paul Hastings LLP Candice Stack Whitten – Managing Director | PIMCO John Valenta – Managing Director | Deloitte Advisory

*Executive Committee Member

THE OPPORTUNITY

The President/CEO is the leader of the Orange County United Way organization,

establishing a vision for Community Impact that is achieved through the efforts

of a diverse team of high-performing leaders, staff and volunteers alike The

President/CEO is the Chief Mobilizer; leverages the power of relationships and

networks, and works across private, public and corporate sectors to improve

conditions in the community The President/CEO possesses a high level of broad

business and management skills and is effective at generating resources and

financial support for the organization The President/CEO is dedicated to shared

and measurable goals for the common good—creating, resourcing, scaling and

leveraging strategies for broad investment and impact The President/CEO is the

steward of brand and understands their role in growing and protecting the

reputation of United Way—they value networking and strive to leverage United

Way’s breadth of community presence, relationships and strategy

SCOPE OF RESPONSIBILITY

 Community Impact – The President/CEO is responsible for the overall impact of Orange County United Way on the

community, with an emphasis on increasing its capacity to drive the impact agenda The President works closely with the Board to craft and adapt the strategy to achieve this increased impact, including raising the funds to support it This leader will establish and build relationships with top leaders in the community, including those representing the highest levels in business, government and non-profit sectors

 Resource Development – The President/CEO is charged to drive key results in fundraising; to identify, cultivate and

solicit prospective donors and key leaders of prospective new corporate partners; to leverage personal and professional contacts and relationships into fundraising opportunities; and to promote a culture of fundraising in the organization, both at the staff and board level

 Strategic Management – The President/CEO serves as the principal resource to the Board of Directors and its key

committees and gives strong direction in policy formulation and interpretation S/he partners with the Board of Directors and the United Way leadership team to craft organizational goals and develops strategies to ensure that they are achieved S/he ensures coordination and alignment of all Orange County United Way activities to strategic direction in the areas of community impact, resource development, and staff alignment

 Organization Management – The President/CEO is accountable for building and leading high-performing teams,

ensuring all teams are aligned and collaborating to achieve organizational results S/he maintains accountability for the operational and fiscal integrity of the organization within policies set by the Board of Directors The President/CEO assesses organizational capacity to implement strategies and identify gaps in systems and staffing; directly supervises Senior Leadership positions and establishes individual goals; works with the Senior VP, Operations to manage organizational spending, monitor budget compliance, and mitigate financial risks; and ensures that United Way goals

of inclusiveness and diversity among staff and volunteers are met

Perform other Orange County United Way duties as assigned It is the responsibility of all Orange County United Way staff members to recruit, train and work with volunteers and to treat all clients, volunteers, guests and other employees in a courteous and respectful manner, maintaining a cooperative atmosphere for everyone

MISSION CRITICAL OBJECTIVES

 Leadership – Passionately lead and represent Orange County United Way as a

dynamic community leader and an inspirational visionary for improving lives

in our communities

 FACE2024 Goals – To effectively lead the organization’s contributions to a

stronger community, the President/CEO must fully embrace and champion all

aspects of FACE2024, accepting responsibility for leading the achievement of

its stated goals and objectives

 Expand Fundraising – Build, expand and maintain excellent relationships

across the entire community to rapidly strengthen Orange County United Way

fundraising capability and expertise, significantly expanding development into new areas while maintaining and strengthening the current base of support

 Community Partnerships – Continue and strengthen the organizational momentum among the nonprofit,

government and social services sector, reinforcing the leadership position of Orange County United Way as a community change agent

 Brand Positioning –Communicate and market the unique role United Way plays in Orange County, celebrating the

significant impact the organization makes in improving lives and strengthening the overall community

 Financial Goals – Ensure achievement of Board-established financial goals and maintain and further strengthen the

organization’s current financial stability

SKILLS & EXPERIENCE REQUIRED

 Experience working in the nonprofit sector, and interacting with volunteers and diverse boards Alternatively, extensive experience in the leadership and management of for profit organizations of comparable size

 Expertise in issues relevant to the organization

 Ability to command the confidence and respect of stakeholders

 A demonstrated track record of promoting diversity and an ability to build collaboration with the community at large

 Experience in or across multiple sectors, including nonprofit, public and corporate environments

 Experience in developing partnerships, building teams and conflict management

 Experience in enhancing brands, building revenue and increasing philanthropic support

 Must demonstrate a high level of intelligence and intellectual curiosity and a desire to explore new ideas and innovative approaches to solving problems

MANAGEMENT STYLE & PERSONALITY ATTRIBUTES

 Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and

healthier communities This drives their performance and professional motivations

 Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing

relationships toward a common goal

 Collaborator: Understands the roles and contributions of all sectors of the community and can mobilize resources,

(financial and human), through meaningful engagement

 Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and

leveraging strategies and innovations for broad investment and impact

 Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and

results of the greater network

 Visionary: Confronts the complex realities of the environment and simultaneously maintains faith in a different and

better future, providing purpose, direction, and motivation

 Team-Builder: First ensures that the right people are in the right roles at the right times; fostering commitment, trust,

and collaboration among multi-cultural leaders and stakeholders

 Outward Turning: Understands the dynamics of local, regional, and national environments, and works on an agenda

rooted in the community’s own perception of its needs and aspirations Business Acumen: Possesses a high level of broad business and management skills and is effective at generating financial support for the organization

 Network-Oriented: Values the power of networks/ striving to leverage United Way’s breadth of community presence,

relationships, and strategy

EDUCATION REQUIRED

Bachelor’s Degree in a related field is required Master’s Degree or MBA would be a plus

CONTACT INFORMATION

For interest or recommendations for the President / Chief Executive Officer position please contact:

Chris Bull

Co-Founder & Managing Partner

(949) 529-2690

bull@mbsearch.com

Jeff Black

Partner (949) 529-2672

black@mbsearch.com

Amanda Lange

Recruiting Associate (949) 529-2680

lange@mbsearch.com

Rob Gross

Associate Principal Consultant

(949) 396-0035

gross@mbsearch.com

Jason Pinegar

Associate Principal Consultant (949) 930-0563

pinegar@mbsearch.com

Kelly Nguyen

Executive Search Coordinator (949) 236-6017

nguyen@mbsearch.com

McDermott & Bull Executive Search

2 Venture, Suite 100 Irvine, CA 92618 (949) 753-1700 (949) 753-7438 (fax)

www.mbsearch.com

ABOUT OUR FIRM

McDermott & Bull (www.mbsearch.com) is a retained executive search firm headquartered in Irvine, California The firm serves publicly and privately held clients in a variety of industries and functions in all segments of human capital

to align talent strategies with business strategies The principals of McDermott

& Bull have developed expertise in a wide array of fields, making the company one of the largest executive search firms in California

THE FIT PRACTICE

Our unique practice is focused on ensuring comprehensive fit between

the selected candidate and our client We do this by concentrating on

the Fit Senses: 1) Business Sense, which is based on functional fit

(alignment of experience, relevance, and results); 2) Brand Sense, which

is based on cultural fit (alignment of identity and people); and 3) Heart

Sense, which is based on personal fit (alignment of values and purpose)

In addition to ensuring that our candidates fit with our client’s

organization, we also believe in creating fit between our approach and

our client’s specific needs, to guarantee a successful search

THE SEARCH TEAM

Chris Bull, Co-Founder & Managing Partner

Chris serves as a Co-Founder and Managing Partner of McDermott & Bull His long-standing relationships in the community and his vast experience as a former executive have contributed in making McDermott & Bull the leading retained executive search firm in Southern California Chris has served on the Boards of Big Brothers Big Sisters of Orange County and Association for Corporate Growth and currently serves on the Ambassadors Board

of Talk About Curing Autism Chris received a Bachelor’s Degree in Economics and Finance from the University of Texas at Austin in 1985

Jeff Black, Partner

Jeff’s retained search practice, nicknamed “the fit practice,” is focused on helping clients realize an ideal fit between executive talent and an organization’s culture and values Jeff holds a BA in Business and an MBA from California State University, Fullerton Jeff serves on the Board of Directors of OneOC and on the Advisory Board for the Center for Leadership at California State University, Fullerton In addition, he is the founder of DifferenceMakersOC to encourage more leaders to make a difference through participating in not-for-profit and charitable causes

Rob Gross, Associate Principal Consultant

Rob serves as works with the firm’s clients in the Private Equity, Nonprofit and the Manufacturing Practice Groups Prior to joining the firm, he was focused on contingent mid-level recruiting, building lasting relationships with several companies, executives and networks Rob joined McDermott & Bull with five years of sales and leadership experience working intimately with Southern California’s fastest growing businesses His depth of experience in

“full-desk” recruiting and business development make him a great asset to project manage the executive search process Rob received his BA in History and Political Science from California

Jason Pinegar, Associate Principal Consultant

Jason brings valuable knowledge as an innovative and evaluative Management Consultant, assisting individuals and organizations, through an established creative and collaborative process, with an emphasis on leadership development and managing organizational change Jason graduated with an MBA in Leadership & Managing Organizational Change from Pepperdine University, an MA in Policy & Program Evaluation from Claremont Graduate University, and a BA in Psychology from the University of Nevada, Las Vegas

Amanda Arnold, Recruiting Associate

Amanda serves as a recruiting associate working closely with Search Consultants on identifying executive level talent Amanda is passionate about helping people and building relationships and has successfully recruited individuals across multiple industries Prior to McDermott & Bull, Amanda oversaw a robust onboarding program and worked as an HR Consultant for a 14,000-employee hospital system in Orlando, Florida Amanda earned her Master of Public Administration and Bachelor’s degrees at The University of Central Florida

Kelly Nguyen, Executive Search Coordinator

Kelly works closely with Jeff and Jason, assisting in growing the fit practice and serving on the DifferenceMakersOC Committee Prior to joining McDermott & Bull, Kelly earned the Gates Millennium Scholarship and served as a Campus-Based Leader and Co-Founder of the Gates Millennium Scholars Association at UCSD She was also the Lead Peer Educator for the Center for Student Involvement at UCSD focusing on communication and leadership development Kelly graduated with a BA degree in Communication from the University of California San Diego