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The Theory of Evolution: Planning for growth and sustainability in your consulting business


Three experienced consultants, each with their own business models and size/scope of services offered, will discuss the different aspects of their businesses that have led to long-term success in the grants field. Attendees will hear about best practices for career and business growth and sustainability as a grants consultant:
- the business plan: analyzing your company, the industry, and your client prospects
- different methods to market the business
- incorporating technology to grow your business, the right way"¦at the right time
- managing success and slow periods
- the upsides and downsides to sub-contracting vs. employees vs. a solo shop
- protecting yourself and your assets: insurance and benefits 
- how to identify, sustain and manage healthy client relationships
- wrapping in diversification of services (i.e., teaching/training, speaking/presenting, etc.)
- fee structure(s), as market-appropriate, for a win-win scenario
- how our contracts have evolved as our businesses have developed
- handling personal challenges, scheduling vacations, and work/life balance
Our session is geared to experienced, mid-career to master level consultants. Also, those grant professionals who have been working in salaried positions for decades but are exploring transitioning to consulting will find our session useful. We will allow ample time for questions and discussion. 
GPC Competencies Addressed:
Practices and services that raise the level of professionalism of grant developers 

Carolyn Caldwell, GPC, CFRE is Principal of Raising Awareness, Raising Funds, LLC. Her grant writing experience includes identifying new funding sources and securing grant funds for non-profits throughout the U.S. She has acted as a grant reviewer for several state agencies and has taught Grant Writing Basics and Logic Model principles. Carolyn earned the Grant Professional Certified designation in 2016. She holds bachelor's degrees in both Journalism and Theatre from the University of South Florida.

A consultant since 2008, Lisa specializes in grants and publications. She holds an MS, Nonprofit Management & Philanthropy and a BA, Writing. She has over 20 years of experience in publications and program management for nonprofits and corporations. She is an adjunct faculty member for Bay Path University (since 2013), a past board member of the Grant Professionals Foundation (2016-18) and serves on the board and governance committee for Cancer Connection, Florence, MA.

Scot Scala, GPC, M.Ed., and GPA Approved Trainer, has been a fund development professional since 1990.  He is President of Scala & Associates, a consulting firm that specializes in providing services to nonprofit organizations.  He is an award-winning consultant and highly-regarded lecturer who frequently presents to regional, national, and international groups such as the Association of Fundraising Professionals, Soroptimist International of the Americas, and Grant Professionals Association.