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Customized Support
Customized Support
TA Advisors provides custom consulting, coaching and fractional leadership for economic development, higher education, and other not-for-profit organizations. Services particularly tailored to organizations managing federal and other government grants.
Areas of Expertise
Leadership and Program Management/Fractional CEO
Strategic Planning
Organizational Assessments
SBDC Accreditation
Grants - Proposal Development, Management, Reporting
Leadership Transition
Resource Cultivation/Funder Relations
Operational Efficiency
Data Analytics (trending and benchmarking)
Organizational Culture and Staff Assessment
Stakeholder and Customer Needs Assessments (interviews, surveys, primary research)
SBDC Partnerships
Sample Past Projects
Leadership
Leadership
Executive State Director of the Kansas, Kentucky, Massachusetts and Pennsylvania SBDC networks
Launched and led the America’s SBDC Leadership Institute
Organizational Assessments
Organizational Assessments
Florida Atlantic University and the University of West Florida/Florida SBDC
Howard University/Washington DC SBDC
University of Kentucky/Kentucky SBDC
Lane Community College/ Oregon SBDC
University of Mississippi/Mississippi SBDC
Accreditation Support
Accreditation Support
Maricopa Community College/Arizona SBDC
Howard University/Washington DC SBDC
Fort Hays State University/Kansas SBDC
University of Massachusetts Amherst/Massachusetts SBDC
University of the Virgin Islands/Virgin Islands SBDC
The Wharton School, University of Pennsylvania/ Pennsylvania SBDC
University of Wisconsin/Wisconsin SBDC
America's SBDC Accreditation Committee Member - 20 years
Leadership Coaching & Operational Support
Leadership Coaching & Operational Support
Arizona SBDC
Kansas SBDC
Louisiana SBDC
Michigan SBDC
Washington DC SBDC
Leadership Professional Development
Leadership Professional Development
ALEX - America's SBDC Leadership Exchange
Leadership Roundtables
New Leaders Peer Exchange
Orientation to Managing an SBDC Network
ROSY - The Results-oriented Operating System
Tool Tips
Federal Grant Agencies
Federal Grant Agencies
DLA
DOD
EDA
EPA
SBA
USDA
Strategic Planning
Strategic Planning
America’s SBDC
University of Alabama/Alabama SBDC
Maricopa Community College District/Arizona SBDC
Howard University/Washington DC SBDC
Fort Hays State University/Kansas SBDC
University of Massachusetts Amherst/Massachusetts SBDC
Minnesota Department of Employment and Economic Development/Minnesota SBDC
University of Nebraska Omaha/Nebraska SBDC
Cal Poly Humboldt/Northern California SBDC
The Wharton School of the University of Pennsylvania/Pennsylvania SBDC
Leadership Transitions
Leadership Transitions
Baltimore SBDC
Central Massachusetts SBDC
Connecticut SBDC
Florida SBDC
Guam SBDC
Kansas SBDC
Kentucky SBDC
Louisiana SBDC
Minnesota SBDC
Missouri SBDC
Nevada SBDC
New York SBDC
North Dakota SBDC
Northwest Texas SBDC
Rhode Island SBDC
San Diego Imperial SBDC
Virgin Islands SBDC
Washington SBDC
West Virginia SBDC
Wyoming SBDC
Partnerships
Partnerships
Conceived, pitched and landed a $10 million unrestricted donation from Google.org to establish a national network of AI clinics to engage students in supporting business adoption of digital technologies.
Established partnerships with the transactional law clinics at Harvard Law School and Penn State University to provide pro-bono legal services to small businesses and entrepreneurs.
Wrote proposal to secure a three-year grant funding from the US Treasury Department to deliver financial, accounting and legal services to small businesses in the US Virgin Islands as part of the State Small Business Credit Initiative (SSBCI).
Strategic Planning Feedback
A renewed awareness that my core values align with the SBDC as an organization and with the core values of my colleagues. And with a new articulation of those values, we can move forward with a renewed sense of purpose and drive to help our clients achieve their goals.
A renewed awareness that my core values align with the SBDC as an organization and with the core values of my colleagues. And with a new articulation of those values, we can move forward with a renewed sense of purpose and drive to help our clients achieve their goals.
MN SBDC
Everything was perfect. I felt heard and I heard the voices of each of my colleagues. What could have been tense and heavy felt light, thoughtful and intentional. Anything more would be fluff.
Everything was perfect. I felt heard and I heard the voices of each of my colleagues. What could have been tense and heavy felt light, thoughtful and intentional. Anything more would be fluff.
MN SBDC
We took the time to have meaningful discussions instead of rushing through a process.
We took the time to have meaningful discussions instead of rushing through a process.
DC SBDC
The time together strengthened relationships across the network and gave us a shared sense of direction. It was a positive, collaborative experience that built trust and familiarity among peers. We're building alignment and goodwill, which are valuable foundations for future work.
The time together strengthened relationships across the network and gave us a shared sense of direction. It was a positive, collaborative experience that built trust and familiarity among peers. We're building alignment and goodwill, which are valuable foundations for future work.
MN SBDC
I walked away with a feeling that my input was heard and would be considered in the strategic planning process.
I walked away with a feeling that my input was heard and would be considered in the strategic planning process.
KS SBDC
I feel like we "actually" accomplished something. :)
I feel like we "actually" accomplished something. :)
AZ SBDC
I received very positive feedback on the process and learned a lot from you along the way about strategic planning. It was an excellent experience for me and will be a useful tool for us in the future!
I received very positive feedback on the process and learned a lot from you along the way about strategic planning. It was an excellent experience for me and will be a useful tool for us in the future!
NE SBDC
Thank you for your calm thoughtful guidance. You helped us turn many meandering and disparate thoughts into a cohesive plan for our organization. Thank you!
Thank you for your calm thoughtful guidance. You helped us turn many meandering and disparate thoughts into a cohesive plan for our organization. Thank you!
MN SBDC
Well done. Very good use of my time to help us move the program forward!
Well done. Very good use of my time to help us move the program forward!
AZ SBDC
Case Study on the Value of Interim Leadership during a Transition
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