The document provides an overview of the Institute for Entrepreneurial Excellence's (IEE) annual report for 2017. It summarizes the IEE's efforts to support small businesses and entrepreneurs through various educational programs, consulting services, and networking opportunities. Some key highlights include assisting 66 new businesses, securing over $14 million in client funding, impacting 528 jobs, and serving nearly 1,300 entrepreneurs through their programs. The IEE works with the University of Pittsburgh and other partners to expand its reach and offer critical resources to businesses throughout Western Pennsylvania.
Zoltun Design is home to a talented group of professionals that expertly create visual solutions. If you dream it, we can create it. We are Zoltun. We Listen. We Interpret. We Create. www.zoltun.com
The Entrepreneurial Fellows Center is a program of the Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh. The mission of the Institute, founded in 1993, is to be the innovative leader of economic renewal and growth serving enterprising people and businesses in the region.
The Entrepreneurial Fellows Center, started in 1999, is designed to provide the founders and presidents of high growth companies with the knowledge and skills needed to meet the business challenges faced on a daily basis. The program assists entrepreneurs manage rapid growth, develop strategic plans for sustained success, network with successful entrepreneurial peers, propel their businesses to the next level and match business founders and leaders with established entrepreneurial mentors. The curriculum was developed by Institute founder and executive director Ann Dugan, also assistant dean in the Katz Graduate School of Business.
Participants in the yearlong program are designated as Fellows. They utilize custom designed programs and materials, mentoring, and opportunities for peer learning and sharing. Each class is limited to 30-35 Fellows and more than 350 individuals have graduated from the program since its inception.
A certificate is awarded by the University of Pittsburgh’s Joseph M. Katz School Graduate of Business to all Fellows successfully completing the program.
Read the Case Study: http://universityeda.org/value-to-members/best-practice-sharing/awards-of-excellence/awards-of-excellence-2013-finalists/entrepreneurial-fellows-center/
Zoltun Design is home to a talented group of professionals that expertly create visual solutions. If you dream it, we can create it. We are Zoltun. We Listen. We Interpret. We Create. www.zoltun.com
The Entrepreneurial Fellows Center is a program of the Institute for Entrepreneurial Excellence, Joseph M. Katz Graduate School of Business, University of Pittsburgh. The mission of the Institute, founded in 1993, is to be the innovative leader of economic renewal and growth serving enterprising people and businesses in the region.
The Entrepreneurial Fellows Center, started in 1999, is designed to provide the founders and presidents of high growth companies with the knowledge and skills needed to meet the business challenges faced on a daily basis. The program assists entrepreneurs manage rapid growth, develop strategic plans for sustained success, network with successful entrepreneurial peers, propel their businesses to the next level and match business founders and leaders with established entrepreneurial mentors. The curriculum was developed by Institute founder and executive director Ann Dugan, also assistant dean in the Katz Graduate School of Business.
Participants in the yearlong program are designated as Fellows. They utilize custom designed programs and materials, mentoring, and opportunities for peer learning and sharing. Each class is limited to 30-35 Fellows and more than 350 individuals have graduated from the program since its inception.
A certificate is awarded by the University of Pittsburgh’s Joseph M. Katz School Graduate of Business to all Fellows successfully completing the program.
Read the Case Study: http://universityeda.org/value-to-members/best-practice-sharing/awards-of-excellence/awards-of-excellence-2013-finalists/entrepreneurial-fellows-center/
As ICA continues to fulfill its vision of building thriving inner city communities, we are excited to announce the release of our 2010 Impact Report!
In 2010, ICA delivered more impact than any previous year, growing 66 innovative businesses, creating and retaining 1,945 jobs and yielding $77 million dollars of inner city wealth. This increased performance is made possible by our unparalleled network of funders, partners and advisors, and we are grateful for your support.
As exemplified by our findings, this Impact Report provides evidence that ICA has an effective model for growing inner city businesses and creating sustainable jobs for inner city residents.
Thank you for your continued support of ICA.
Sincerely,
Jose Corona
Executive Director
Responsible Business Week Event at Langstone Technology Park -Melanie Parker-...Meon Valley Travel
Responsible Business Week Event at Langstone Technology Park- Business in the Community (BITC)
A movement for change in business. BITC is an influential Network... Global, National, Local...
What is Corporate Responsibility?
The business benefits of volunteering
This presentation was part of the Growing Entrepreneurial Communities Summit, a practitioner-focused summit designed to help economic development and small business practitioners effectively create economic growth through entrepreneurship in local communities. The 2018 Summit, subtitled Entrepreneurship on the Edges, focused on providing information and practitioner insight in how to effectively develop disadvantaged urban and rural communities using entrepreneurship-led development strategies.
Each year, during the launch of our Annual Report, we take a moment to celebrate recent Partnership and Member achievements and look ahead to what's next for Buffalo Niagara.
Similar to Zoltun Design. Creatively meeting tight deadlines since 1990. (20)
Zoltun Design strives to be a valued extension of your team. As your marketing communications partner, we'll create cohesive materials to support your brand or current campaign. Visit www.zoltun.com for more samples of our work.
Zoltun Design. We Listen. We Interpret. We Create.Jane Zoltun
Zoltun has been home to expert graphic designers since 1990. We can help your business grow. For more information about our team and process visit www.zoltun.com
As your marketing communications partner, we’ll create cohesive materials to support your brand or current campaign. We join with our clients to create the tools they need: corporate capabilities brochures, sales aids, flyers, folders, etc. Zoltun strives to be a valued extension of your team.
Zoltun creates robust format designs artfully displayed in an arena setting to promote new product lines or to announce innovative industry advancements.
Annual reports present the perfect opportunity to present your brand to a large number of company stakeholders. While most annual reports seem to be uninspired, Zoltun creates reports that are as visually pleasing as they are informative.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.\
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
The session includes a brief history of the evolution of search before diving into the roles technology, content, and links play in developing a powerful SEO strategy in a world of Generative AI and social search. Discover how to optimize for TikTok searches, Google's Gemini, and Search Generative Experience while developing a powerful arsenal of tools and templates to help maximize the effectiveness of your SEO initiatives.
Key Takeaways:
Understand how search engines work
Be able to find out where your users search
Know what is required for each discipline of SEO
Feel confident creating an SEO Plan
Confidently measure SEO performance
In this presentation, Danny Leibrandt explains the impact of AI on SEO and what Google has been doing about it. Learn how to take your SEO game to the next level and win over Google with his new strategy anyone can use. Get actionable steps to rank your name, your business, and your clients on Google - the right way.
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1. Real content is king
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Monthly Social Media News Update May 2024Andy Lambert
TL;DR. These are the three themes that stood out to us over the course of last month.
1️⃣ Social media is becoming increasingly significant for brand discovery. Marketers are now understanding the impact of social and budgets are shifting accordingly.
2️⃣ Instagram’s new algorithm and latest guidance will help us maintain organic growth. Instagram continues to evolve, but Reels remains the most crucial tool for growth.
3️⃣ Collaboration will help us unlock growth. Who we work with will define how fast we grow. Meta continues to evolve their Creator Marketplace and now TikTok are beginning to push ‘collabs’ more too.
5 big bets to drive growth in 2024 without one additional marketing dollar AND how to adapt to the biggest shifting eCommerce trend- AI.
1) Romance Your Customers - Retention
2) ‘Alternative’ Lead Gen - Advocacy
3) The Beautiful Basics - Conversion Rate Optimization
4) Land that Bottom Line - Profitability
5) Roll the Dice - New Business Models
Short video marketing has sweeped the nation and is the fastest way to build an online brand on social media in 2024. In this session you will learn:- What is short video marketing- Which platforms work best for your business- Content strategies that are on brand for your business- How to sell organically without paying for ads.
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User JourneysSearch Engine Journal
Digital platforms are constantly multiplying, and with that, user engagement is becoming more intricate and fragmented.
So how do you effectively navigate distributing and tailoring your content across these various touchpoints?
Watch this webinar as we dive into the evolving landscape of content strategy tailored for today's fragmented user journeys. Understanding how to deliver your content to your users is more crucial than ever, and we’ll provide actionable tips for navigating these intricate challenges.
You’ll learn:
- How today’s users engage with content across various channels and devices.
- The latest methodologies for identifying and addressing content gaps to keep your content strategy proactive and relevant.
- What digital shelf space is and how your content strategy needs to pivot.
With Wayne Cichanski, we’ll explore innovative strategies to map out and meet the diverse needs of your audience, ensuring every piece of content resonates and connects, regardless of where or how it is consumed.
Most small businesses struggle to see marketing results. In this session, we will eliminate any confusion about what to do next, solving your marketing problems so your business can thrive. You’ll learn how to create a foundational marketing OS (operating system) based on neuroscience and backed by real-world results. You’ll be taught how to develop deep customer connections, and how to have your CRM dynamically segment and sell at any stage in the customer’s journey. By the end of the session, you’ll remove confusion and chaos and replace it with clarity and confidence for long-term marketing success.
Key Takeaways:
• Uncover the power of a foundational marketing system that dynamically communicates with prospects and customers on autopilot.
• Harness neuroscience and Tribal Alignment to transform your communication strategies, turning potential clients into fans and those fans into loyal customers.
• Discover the art of automated segmentation, pinpointing your most lucrative customers and identifying the optimal moments for successful conversions.
• Streamline your business with a content production plan that eliminates guesswork, wasted time, and money.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
How to Run Landing Page Tests On and Off Paid Social PlatformsVWO
Join us for an exclusive webinar featuring Mariate, Alexandra and Nima where we will unveil a comprehensive blueprint for crafting a successful paid media strategy focused on landing page testing.With escalating costs in paid advertising, understanding how to maximize each visitor’s experience is crucial for retention and conversion.
This session will dive into the methodologies for executing and analyzing landing page tests within paid social channels, offering a blend of theoretical knowledge and practical insights.
The Pearmill team will guide you through the nuances of setting up and managing landing page experiments on paid social platforms. You will learn about the critical rules to follow, the structure of effective tests, optimal conversion duration and budget allocation.
The session will also cover data analysis techniques and criteria for graduating landing pages.
In the second part of the webinar, Pearmill will explore the use of A/B testing platforms. Discover common pitfalls to avoid in A/B testing and gain insights into analyzing A/B tests results effectively.
The What, Why & How of 3D and AR in Digital CommercePushON Ltd
Vladimir Mulhem has over 20 years of experience in commercialising cutting edge creative technology across construction, marketing and retail.
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In this webinar, Vladimir will be covering the following topics:
Applications of 3D and AR in Digital Commerce,
Benefits of 3D and AR,
Tools to create, manage and publish 3D and AR in Digital Commerce.
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...Valters Lauzums
E-commerce in 2024 is characterized by a dynamic blend of opportunities and significant challenges. Supply chain disruptions and inventory shortages are critical issues, leading to increased shipping delays and rising costs, which impact timely delivery and squeeze profit margins. Efficient logistics management is essential, yet it is often hampered by these external factors. Payment processing, while needing to ensure security and user convenience, grapples with preventing fraud and integrating diverse payment methods, adding another layer of complexity. Furthermore, fulfillment operations require a streamlined approach to handle volume spikes and maintain accuracy in order picking, packing, and shipping, all while meeting customers' heightened expectations for faster delivery times.
Amid these operational challenges, customer data has emerged as an important strategy. By focusing on personalization and enhancing customer experience from historical behavior, businesses can deliver improved website and brand experienced, better product recommendations, optimal promotions, and content to meet individual preferences. Better data analytics can also help in effectively creating marketing campaigns, improving customer retention, and driving product development and inventory management.
Innovative formats such as social commerce and live shopping are beginning to impact the digital commerce landscape, offering new ways to engage with customers and drive sales, and may provide opportunity for brands that have been priced out or seen a downturn with post-pandemic shopping behavior. Social commerce integrates shopping experiences directly into social media platforms, tapping into the massive user bases of these networks to increase reach and engagement. Live shopping, on the other hand, combines entertainment and real-time interaction, providing a dynamic platform for showcasing products and encouraging immediate purchases. These innovations not only enhance customer engagement but also provide valuable data for businesses to refine their strategies and deliver superior shopping experiences.
The e-commerce sector is evolving rapidly, and businesses that effectively manage operational challenges and implement innovative strategies are best positioned for long-term success.
SEO as the Backbone of Digital MarketingFelipe Bazon
In this talk Felipe Bazon will share how him and his team at Hedgehog Digital share our journey of making C-Levels alike, specially CMOS realize that SEO is the backbone of digital marketing by showing how SEO can contribute to brand awareness, reputation and authority and above all how to use SEO to create more robust global marketing strategies.
3. a part of the
University of Pittsburgh Innovation Institute
in building our region
2017 Annual Highlights
R O O T E D
SHARON ALVAREZ
Tom W. Olofson Chair in Entrepreneurial Studies,
and Professor of Business Administration,
Joseph M. Katz Graduate School of Business
ARJANG A. ASSAD
Henry E. Haller Jr. Dean,
Joseph M. Katz Graduate School of Business
and College of Business Administration
JOHN BITZER III
President & CEO, ABARTA
GREGG BROUJOS (Board Chair)
Managing Director & Founding Principal,
Colliers International
GREGORY D. CESSNA
CEO, Consumer Fresh Produce, Inc.
AVA DEMARCO (Board Vice-Chair)
President, Little Earth Productions
DENISE DESIMONE
Chairman & Founder, C-Leveled
JOHN EARNEST
CEO, Team Laminates Co.
RICHARD M. GUTTMAN
President, Guttman Energy
DAVE JARDINI
President, Black Diamond Investments LP
CHARLES LENZNER
Lenzner Coach Lines and Travel
BRETT RANDALL
President & CEO, The Gunian Group, LLC
Aliner
MICHELE RICE
CEO, Rice Enterprises LLC
ERIC SAUEREISEN
President, Sauereisen
KEITH SCHAEFER
President, BPL Global, Ltd.
(Pitt Trustee)
DENNIS SLEVIN (Retired)
Emeritus Professor of Business Administration,
Joseph M. Katz Graduate School of Business
KAVERI SUBBARAO
Senior Counsel & Practice Director, Litgation,
Clark Hill PLC
JOHN H. TIPPINS
Managing Director & Partner,
Stonewood Capital Management, Inc.
JEFF TURCONI
President, P.J. Dick, Inc
Supporting
those who dare
to dream
EX OFFICIO
ROBERT STEIN
Executive Director,
Institute for Entrepreneurial Excellence
EVAN FACHER
Interim Director, Innovation Institute
Shared
is a powerful tool.
knowledge
31graduates from the
19th Entrepreneurial
Fellows Class
19graduates of the
6th and 7th cohort of the Community
Power to Prosper class
3,514attendees across more than
100 IEE programs
100+IEE programs across
all five departments
EFC felt like a mini-Executive MBA program
allowing me to cultivate an understanding of the
issues facing entrepreneurs and small business
as we address "smart, sustainable growth." As a
fellow in the program, I was able to have candid
exchanges of knowledge, powerful networking
and mentoring all while learning new tools and
techniques in preparing my company not just for
today, but tomorrow.
— STEFFAN JOHNSON
R Kyndall Development Group, EFC ’17
Makers Event Series
The growth of the Maker Movement in the Pittsburgh
region has allowed PantherlabWorks to develop a strong
relationship with MonMade, enabling our team to serve
the producers and makers in the area. The Makers
Event Series included educational workshops focused
on product marketing and selling.
Family Business Day
In conjunction with Earnst & Young, the IEE hosted
its third annual Family Business Day. This content rich
program attracted over 120 attendees for panel
discussions, breakout workshops, and a keynote
from William Brock of Straub Brewery, focusing on the
complexities and challenges family-owned businesses
face. This highly anticipated member event featured family
businesses in their multiple generation of operations.
Creating education opportunities for small businesses and entrepreneurs
in the region is essential for strengthening our economy. In doing so, the
IEE offers monthly educational programs, startup workshops, specialized
training events, certificate programs, and more.
Community Power to Prosper
The Urban and Community Entrepreneurship Program
offers a six-month educational certificate program to help
established entrepreneurs grow their businesses and
prepare for long-term success. Community Power to
Prosper provides participants with a community of peers
while addressing the specific issues shared by small business
owners. Community Power to Prosper graduated its 6th
and 7th cohorts with a total of 19 participants in 2017.
Disney Institute
As one of the most recognized names in business solutions
and professional development, Disney Institute empowers
organizations to create lasting change through its time
tested model for cultural transformation. In September 2017,
the IEE hosted a full day program titled “Disney’s Approach
to Business Excellence,” attracting over 220 attendees.
E D U C A T I N G
02 | Pitt IEE 2017 Annual Report 03 | Pitt IEE 2017 Annual Report
ARC
Under the Obama administration, Innovation Works and the IEE were awarded
an Appalachian Regional Commission (ARC) and the Economic Development
Organization (EDA) grant for a workforce development program. In 2017 this
program provided assistance to entrepreneurs and small businesses in Armstrong,
Fayette, Greene, Washington, and Westmoreland’s coal-impacted communities.
Through our Innovation and Entrepreneurship Program and educational
workshops, the IEE and the University of Pittsburgh Swanson School Of
Engineering, created relevant and actionable educational programs designed
to reenergize affected communities. The Make it Happen Resource Fair held in
October of 2017, encompassed an entrepreneurial panel, keynote, and a resource
matchmaking session engaging 60 businesses
and over 20 resource partners.
SBA Funded Programs
An SBA funded training grant, enabled the IEE’s Small Business Development
Center to provide at no cost, a proven curriculum to help scale up existing
businesses in our region. Mining your Business and Planning for Profits programs
were created and conducted in 2017, which involved increased consumer
discovery, driving companies from a traditional business plan to a more simplified,
step-by-step approach. This resulted in the graduation of 52 participating
businesses, improving sales by $1.5M, while creating/saving 120 jobs. As a
continuation of the performance metrics that were achieved, we were granted in
2017 the SBA’s Portability grant for 2018. We were 1 of 18 recipients in the country.
Growing Our Roots
Expanding our outreach to help facilitate entrepreneurs from all over the city,
the IEE travels to assist neighboring communities:
• Homewood at The Manufacturing Assistance Center
• Northside at the Riverside Center for Innovation
• Hill District at the Community Development Center
29% Federal & State Funds
24% Tuition
21% Foundation Grants
13% University Support
8% Sponsors
3% Consulting & Educational Programs
2% Donations
F U N D I N G A N A L Y S I S
66 7,355new businesses
with IEE
assistance
consulting
hours
$14.2Msecured
client funding
$15Mrevenue increase
in total client sales
942consulting clients
who have grown
their business
41PantherlabWorks clients
working to bring a
product to market
528jobs created
or retained
C O N N E C T I O N S A N D C O L L A B O R A T I O N S
Connections and collaborations with other prominent organizations have
become part of the IEE’s operating ecosystem, making a significant difference
for the entrepreneurial spirit of Pittsburgh. Community engagement partners like
The Riverside Center for Innovation (RCI), The Manufacturing Assistance Center
(MAC) and Catalyst Connection help us increase, exponentially, the economic
impact we can effect in the Pittsburgh and surrounding counties.
2017 Highlights Results of our efforts
09 | Pitt IEE 2017 Annual Report
It is my pleasure to present to you our 2017 annual report—
a reflection on the past year of our untiring efforts to provide
opportunities and resources to enable the small businesses of
our region to thrive. With the strengthening of our already rooted
community partnerships and the support of our generous sponsors,
our team has assisted 66 small businesses in opening their doors
for the first time, secured over $14M in client funding and impacted
528 jobs in the region. With over 100 programs in the past year, we
have had the pleasure to work with nearly 1,300 local entrepreneurs
across varying industries.
Our results are indicative of our efforts, but we cannot make these
strides alone. Being a part of the University of Pittsburgh has both
strengthened and expanded our reach of services. In 2017, under
the Swanson School of Engineering, the Manufacturing Assistance
Center (MAC) relocated to a state-of-the-art facility in Homewood
which includes a makerspace for the community. Through joint
efforts with the engineering school, our PantherlabWorks team
now offers educational programming and on-site technical
consulting services to makers, entrepreneurs, and students in
the community.
As part of the revitalization and transformation of the Homewood
business community, the Urban & Community Entrepreneurship
Program graduated the largest Community Power to Prosper class
in the Homewood community in 2017. The small business owners
were provided the necessary business education, resources and
tools to thrive in the business community.
In a rapidly changing environment, the needs of our clients shift,
and therefore we must adapt to better serve our community. The
University of Pittsburgh Small Business Development Center
(SBDC) implemented two initiatives for southwestern Pennsylvania
coal-impacted communities: Planning for Profits is designed for
existing business owners who need to diversify their customer
base and Mining Your Business provides individuals interested
in exploring entrepreneurship as a new pathway for success for
success. These two programs offered critical education, consulting
and networks to over 50 businesses and individuals throughout
southwestern Pennsylvania coal-impacted communities to date.
The Institute for Entrepreneurial Excellence (IEE), part of the University
of Pittsburgh’s Innovation Institute, has served businesses throughout
Western Pennsylvania for 25 years. Offering a dynamic mix of
consulting, education, and networking opportunities, the IEE strives
to be an innovative leader in economic development in the region.
Established in 2013, The University of Pittsburgh Innovation Institute
is the University’s hub for innovation and entrepreneurship. Currently
under the Chancellor’s Office, the Innovation Institute is strengthening
the culture of innovation and entrepreneurship at Pitt and is eager to
facilitate and support entrepreneurial initiatives across the university
and region.
1Small Business Development Center
(SBDC)
5Urban & Community
Entrepreneurship Program (UCEP)
3Entrepreneurial Fellows Class (EFC)
4PantherlabWorks
2Membership
The IEE strives to be an
innovative leader in economic
development in the region.
our
M I S S I O N
dear
S T A K E H O L D E R S : our
R O O T S
IEE centers
01 | Pitt IEE 2017 Annual Report
The University’s efforts of economic empowerment do not stop
there. In December 2017, we proudly held our 3rd annual
Doing Business with Pitt event, connecting over 120 entrepreneurs
and small businesses contractors with the facilities housed within
the university that purchase over $600 M of construction and
non-construction related goods per year. These relationships laid
a foundation to sustained economic success with over 25 member
companies securing over $30M of business at the University
in 2017. Our partnerships extend beyond the university, as
we continue to collaborate with other economic development
organizations throughout western Pennsylvania.
Our diverse educational programing brought notable, national
speakers to Pittsburgh, including the acclaimed Disney Institute,
to promote business development, help create sustainable
economic improvements and cultural transformations.
In 2018 we are commemorating the 20th anniversary of the
Entrepreneurial Fellows Class, which has successfully benefited
more than 650 CEO’s, founders and business leaders since its
inception. For a professional, it’s important to maintain knowledge
and skills by frequently pursuing professional development
opportunities. As such, we are pleased to offer our EFC-Part 2
series for a third year to provide advanced instruction in financial
management, communication, leadership and sales strategies.
I am proud of our accomplishments in 2017, and extremely honored
to work alongside the individuals that uphold our mission to drive
economic prosperity in the region. The expertise and dedication of
the IEE staff gives us the momentum to see continued prosperity
and economic achievements as we enter into our 25th year.
With sincere appreciation,
Bob
BOB STEIN
Executive Director
Institute for Entrepreneurial Excellence
client: University of Pittsburgh | Institute for Entrepreneurial Excellence
project: 2017 Annual Highlights Report
4. a part of the
University of Pittsburgh
Innovation Institute
A N N U A L H I G H L I G H T S | 2 0 1 6
1
The IEE was one of only five nationwide winners of the SBA’s “Lean for Main Street
Training Challenge,” enabling our Small Business Development Center (SBDC) to
provide “lean” training programs to Main Street businesses at no cost. Similarly, as a
winner of the EDA’s 2016 i6 Challenge award, we have assisted in the establishment
of a Manufacturing Accelerator Program (MAP) for the creative makers movement
that is flourishing in our region. The program, located in Homewood, gives us the
ability to leverage our innovative culture and Pittsburgh’s history of manufacturing
by reaching out to entrepreneurial artisans, craftspeople, and designers. Our goal
is to jumpstart commercial activity through education, training, and support, so that
artisans eventually can grow their work into neighborhood storefronts, creating jobs
and attracting capital.
While our reach often extends throughout the community, our partnerships within
the University of Pittsburgh are crucial to our organization’s sustained success. The
IEE is collaborating with Swanson School of Engineering to deliver entrepreneurial
programming to coal-impacted communities in the region. This workforce
development program will offer miners affected by the decline of coal mining the
educational resources and guidance to forge their own path to success. Our SBDC
will also offer workshops and training programs to small business owners in the
communities that have relied disproportionately on the coal industry.
I’m honored to lead an organization that upholds the reputation of the University
of Pittsburgh as a force for entrepreneurship and economic prosperity. With
efforts from our dedicated staff, we have assisted in opening the doors of 88 new
businesses and helped raise $13.5 million to seed and nurture growing companies.
Building upon the achievements of our entrepreneurs and consultants, we anticipate
continued success.
I appreciate your unwavering support.
Dear Stakeholders,
With another successful year of providing education and support to entrepreneurs and businesses in our region,
I’m pleased to present to you the Institute for Entrepreneurial Excellence’s (IEE) 2016 annual report. As part of
Pitt’s Innovation Institute, we have made remarkable strides in empowering business leaders, strengthening
our ties to the community, and benefiting the entire region all while leveraging our network and resources within
the University of Pittsburgh. Support from our partners enabled our team to assist both startup and seasoned
companies, as well as individuals who are making workforce transitions as industry landscapes continue
to change.
New initiatives and pilot programs this year will bring targeted services and training to individuals who are ready
to grow their businesses, those who seek a step-by-step approach to a business plan, and those thinking about
starting businesses. These programs will advance because of an unprecedented $640,554 in funding secured
from the U.S. Small Business Administration (SBA), the Economic Development Administration (EDA), and the
Appalachian Regional Commission (ARC), among others.
BOB STEIN, Executive Director
Institute for Entrepreneurial Excellence
The Institute for Entrepreneurial Excellence (IEE), part
of the University of Pittsburgh’s Innovation Institute, has
served businesses throughout Western Pennsylvania
for over 20 years. Offering a dynamic mix of consulting,
education, and networking opportunities, the IEE strives
to be an innovative leader in economic development
in the region.
We achieve our mission through five main centers:
1
2
3
4
5
Small Business Development Center
(SBDC)
Urban & Community Entrepreneurship
Program (UCEP)
Entrepreneurial Fellows Class (EFC)
PantherlabWorks
Membership
O U R M I S S I O N :
The IEE strives to be an
innovative leader in economic
development in the region.
About the Innovation Institute
Launched by the Office of the Provost in 2013, the
University of Pittsburgh Innovation Institute serves as
the hub of innovation development, commercialization,
and entrepreneurial activities on campus and leverages
the University’s expertise to provide entrepreneurial
education, support, and networking to the region’s
entrepreneurs and small businesses.
3
Doing Business with Pitt—December 2016
In its FY2015, the University of Pittsburgh purchased over
$600 million of construction and non-construction–related
goods and services. 150 business owners attended to become
acquainted with the requirements for doing business with Pitt
across numerous purchasing departments.
Doing Business with the USDA—August 2016
This half-day session introduced entrepreneurs to the process
of entering into the USDA’s supply chain. The day included
14 speakers and one-on-one opportunities that connected
16 businesses with buying agents to discuss actual purchasing
opportunities.
Ritz Program on Customer Excellence—May 2016
The Ritz-Carlton Leadership Center joined 198 members for a
session sharing award-winning business practices and proven
strategies to engage employees and achieve service excellence.
IEE membership prides itself on cultivating a monthly lineup of
renowned, thought-provoking speakers.
First & Second Step Programs—Monthly
The Small Business Development Center offers two monthly
workshops to help launch small businesses—“The First Step:
Mechanics of Starting a Small Business” and “The Second
Step: Developing a Business Plan.” These workshops help
navigate entrepreneurs through the milestones and processes
of registering, funding, and starting a small business.
Building value through education is
an integral component in achieving
the mission of the IEE. Monthly
educational programs, training
events, and workshops provide the
tools and resources to be applied
directly to businesses in the
region. Topics range from initial
developmental stages of starting a
business to technological trends
and innovation, and everything
in between.
29
10
2,537attendees across more than 100 IEE programs
Featured programs: Educational opportunities at the IEE bring
together renowned speakers and relevant topics to apply
directly to the businesses we serve.
graduates from the
Community Power to Prosper
program’s 5th cohort
A six-month business education
certificate program, the Community
Power to Prosper program is
designed to help established
community-oriented business owners
grow their companies.
O N G O I N G E D U C AT I O N
graduates from the
Entrepreneurial Fellows Class
This competitive, year-long certificate
program is designed to enhance the
knowledge and expertise of CEOs,
founders, and business leaders
across a variety of industries. The
Entrepreneurial Fellows Class, now
in its 18th year, has alumni of more
than 500 companies achieving at
least $1M in annual revenue.
4 5
33.49% Federal & State Funds
21.16% Tuition
15.05% Foundation Grants
15.00% University Support
12.09% Sponsors
2.48% Consulting & Educational Programs
0.73% Donations
2 0 1 6 H I G H L I G H T S
F U N D I N G A N A LY S I S
SPONSORS
TUITION
DONATIONS
UNIVERSITY
SUPPORT
FEDERAL &
STATE FUNDS
FOUNDATION
GRANTS
CONSULTING &
EDUCATIONAL PROGRAMS
88new businesses
with IEE assistance
$13.5Msecured client funding
$17Mrevenue increase
in total client sales
908consulting clients who
have grown their business
48PantherlabWorks clients
working to bring a product to market
737jobs
created or retained
ARC
Under the Obama administration, the Appalachian Regional
Commission (ARC) and the Economic Development
Organization (EDA) announced a grant in October of 2016
that has led to a new workforce development program at
Innovation Works and the IEE. This program will provide
assistance to entrepreneurs and small businesses in
Armstrong, Fayette, Greene, Washington, and Westmoreland
counties and their communities with rapidly escalating
unemployment rates. The Revitalization of Southwestern
Pennsylvania Coal-Impacted Communities Through
Innovation and Entrepreneurship program is set to begin
2017 with a series of initiatives led by the IEE and the
University of Pittsburgh Swanson School of Engineering,
in collaboration with Innovation Works.
Lean for Main Street
In March of 2016, the IEE was one of only five winners
of the U.S. Small Business Administration’s “Lean for
Main Street Training Challenge.” The competitive grant
will enable its Small Business Development Center to
provide free, proven “lean business” training programs
to Main Street small businesses and entrepreneurs.
Lean methodology—which involves increased
consumer feedback—has long proven popular in
technology startups, driving companies from a
traditional business plan to a more simplified,
step-by-step approach.
i6
Winning the EDA’s 2016 i6 Challenge award enables the
IEE to establish a Manufacturing Accelerator Program
(MAP) for the creative arts and maker movement that
is flourishing in the region. The program, located in
Homewood, reinforces the innovative culture of the
University and Pittsburgh’s history of manufacturing by
reaching out to entrepreneurial and innovative artisans,
craftspeople, and designers. Additional partners working on
this program include the Industrial Engineering Department
at the University of Pittsburgh’s Swanson School of
Engineering, Innovation Works, and Catalyst Connection.
E X T E N D I N G O U R R E A C H
L AW R E N C E
B U T L E R
A R M S T R O N G
I N D I A N A
B E AV E R
A L L E G H E N Y
W E S T M O R E L A N D
WA S H I N G T O N
FAY E T T E
G R E E N E
The IEE has been awarded a series
of grants that, with the help of
community partners, have allowed the
extension of business development
services to reach new geographical
and industrial boundaries.
T H E C O M M U N I T I E S W E S E R V E
client: University of Pittsburgh | Institute for Entrepreneurial Excellence
project: 2016 Annual Highlights Report
5. 2 0 1 0 – 2 0 1 1 A N N U A L R E P O R T
UPMC Annual Report_Short Version.indd 1 7/13/11 2:20 PM
Built on a foundation of dignity and respect in the workplace
and cultural competency in patient and family care,
the mission of the UPMC Center for Inclusion is to ensure
that inclusion is at the core of what we do every day.
c o n t e n
[ d i g n i t y + r e s p e c t = i n c l u s i o n ]
imim
experexper
im
exper
imim
exper
im
UPMC Annual Report_Short Version.indd 2-1
2008
2009
JANUARY
Integrated Inclusion Initiatives
JUNE
Cultural Competency
Initiative and Tools
JANUARY
UPMC Inclusion Survey
Business Unit Initiatives
JULY
UPMC Integrated Inclusion Goals
OCTOBER
UPMC Center for Inclusion
UPMC 4C Inclusion Strategy
NOVEMBER
Dignity & Respect Initiative and Tools
I n c l u s i o n J o u r n e y i n t h e W o r k p l a c e
W o r k f o r c e D e v e l o p m e n t
UPMC is committed to developing the workforce from the greater Pittsburgh community. Our goal
is to prepare adults and youth for meaningful careers in health care. Through efforts such as POWRR,
Project Search, YAEP, and our K–12 health career programs listed on the following pages, we are
preparing a pipeline of talent to address the workforce needs of our region.
In 2009, the UPMC Center for Inclusion launched the Workforce Development Initiative and the
Partnership Council to collectively address workforce needs and create shared goals to:
• Raise awareness about health careers at all age levels
• Explore the impact of health care industry trends on workforce needs
• Provide tools and job training to assist with preparation for current and future roles in heath care
• Share community partner best practices
client: UPMC
project: Center for Inclusion Annual Report
2 0 1 0 – 2 0 1 1 A N N U A L R E P O R T
UPMC Annual Report_Short Version.indd 1 7/13/11 2:20 PM
Built on a foundation of dignity and respect in t
and cultural competency in patient and fam
the mission of the UPMC Center for Inclusion
that inclusion is at the core of what we do e
[ d i g n i t y + r e s p e c t = i n
UPMC Annual Report_Short Version.indd 2-1
2008
2
OC
UPM
UPM
NO
Dign
I n c l u s i o n J
04
UPMC Annual Report_Short Version.indd 4-5
C U S T O M E R S • C O M M U N I T Y • C U L T U R E • C O M P A N Y
W o r k f o r c e D e v e l o p m e n t
UPMC is committed to developing the workforce from the greater Pittsburgh community. Our goal
is to prepare adults and youth for meaningful careers in health care. Through efforts such as POWRR,
Project Search, YAEP, and our K–12 health career programs listed on the following pages, we are
preparing a pipeline of talent to address the workforce needs of our region.
In 2009, the UPMC Center for Inclusion launched the Workforce Development Initiative and the
Partnership Council to collectively address workforce needs and create shared goals to:
• Raise awareness about health careers at all age levels
• Explore the impact of health care industry trends on workforce needs
• Provide tools and job training to assist with preparation for current and future roles in heath care
• Share community partner best practices
• Create equitable access for community partners to opportunities at UPMC
Today, UPMC collaborates with more than 50 organizations, including community colleges, vocational
technical (vo-tech) schools, community organizations, and government agencies, to create a pipeline
of workforce-ready job seekers that meet the workforce needs of our region. Our two areas of focus
include 1) workforce readiness and retention programs, and 2) K–12 health career awareness.
Visit www.thepartnershipcouncil.org to learn more.
WORKFORCE READINESS AND RETENTION PROGRAMS
We partner on programs to help job seekers define, choose, and prepare for future careers in the
ever-changing health care industry. With an emphasis on pre-employment skills and improving employee
success in the workplace, our workforce readiness and retention programs are targeting job seekers with
entry-level skills, who are new to the workforce, and/or who are transitioning to the health care industry.
Together with our workforce partners, we are developing today’s health care workforce.
2010 – 2011 ANNUAL REPORT 11
UPMC Annual Report_Short Version.indd 10-11 7/13/11 2:21 PM
2 0 1 0 – 2 0 1 1 A N N U A L R E P O R T
UPMC Annual Report_Short Version.indd 1 7/13/11 2:20 PM
Built on a foundation of dignity and respect in the workplace
and cultural competency in patient and family care,
the mission of the UPMC Center for Inclusion is to ensure
that inclusion is at the core of what we do every day.
c o n t e n t s 02
Messages from Esther Bush
and Candi Castleberry-Singleton
04
Inclusion Journey in the Workplace
05
Inclusion Journey in the Community
06
Integrated Inclusion
07
Goals and Dashboard
08
Dignity & Respect Initiative
09
Cultural Competency Initiative
11
Workforce Development
14
K–12 Health Career Programs
17
Dignity & Respect Campaign
18
Healthy Communities
19
Our Councils
20
UPMC Center for Inclusion Team
21
Our 4C Strategy
[ d i g n i t y + r e s p e c t = i n c l u s i o n ]
champion
imagine
champion
imagine
championexperiencechampionexperiencechampion
imagine
experience
imagine
champion
imagine
championexperiencechampion
imagine
champion
UPMC Annual Report_Short Version.indd 2-1 7/13/11 2:20 PM
2008
2010
2009
JANUARY
Integrated Inclusion Initiatives
JUNE
Cultural Competency
Initiative and Tools
JANUARY
UPMC Inclusion Survey
Business Unit Initiatives
JULY
UPMC Integrated Inclusion Goals
DECEMBER
Division-Level Inclusion Goals and Initiatives
UPMC Board Diversity Committee and
Executive Partnership Council Composition
OCTOBER
UPMC Center for Inclusion
UPMC 4C Inclusion Strategy
NOVEMBER
Dignity & Respect Initiative and Tools
I n c l u s i o n J o u r n e y i n t h e W o r k p l a c e
2010
2009
OCTOBER
Community Conversations
Dignity & Respect Month
Dignity & Respect Campaign —
Pittsburgh
Inaugural Dignity & Respect
Community Breakfast
I n c l u s i o n J o u r n e y i n t h e C o m m u n i t y
JANUARY
Workforce Development Initiative
The Partnership Council
OCTOBER
Dignity & Respect Campaign — Youth
Inaugural Dignity & Respect Community Event
Dignity & Respect Campaign — National
NOVEMBER
Healthy Community Initiative
Division-Level Inclusion Goals and Initiatives
UPMC Board Diversity Committee and
Executive Partnership Council Composition
2011
JUNE
Officially transitioned
integration into divisions
2011
JANUARY
Sold first Dignity & Respect
Solutions
JUNE
Unveiled Dignity & Respect
(Social Media Strategy)
2010 – 2011 ANNUAL REPORT 0504 UPMC CENTER FOR INCLUSION
UPMC Annual Report_Short Version.indd 4-5 7/13/11 2:21 PM
C U S T O M E R S • C O M M U N I T Y • C U L T U R E • C O M P A N Y
W o r k f o r c e D e v e l o p m e n t
UPMC is committed to developing the workforce from the greater Pittsburgh community. Our goal
is to prepare adults and youth for meaningful careers in health care. Through efforts such as POWRR,
Project Search, YAEP, and our K–12 health career programs listed on the following pages, we are
preparing a pipeline of talent to address the workforce needs of our region.
In 2009, the UPMC Center for Inclusion launched the Workforce Development Initiative and the
Partnership Council to collectively address workforce needs and create shared goals to:
• Raise awareness about health careers at all age levels
• Explore the impact of health care industry trends on workforce needs
• Provide tools and job training to assist with preparation for current and future roles in heath care
• Share community partner best practices
• Create equitable access for community partners to opportunities at UPMC
Today, UPMC collaborates with more than 50 organizations, including community colleges, vocational
technical (vo-tech) schools, community organizations, and government agencies, to create a pipeline
of workforce-ready job seekers that meet the workforce needs of our region. Our two areas of focus
include 1) workforce readiness and retention programs, and 2) K–12 health career awareness.
Visit www.thepartnershipcouncil.org to learn more.
WORKFORCE READINESS AND RETENTION PROGRAMS
We partner on programs to help job seekers define, choose, and prepare for future careers in the
ever-changing health care industry. With an emphasis on pre-employment skills and improving employee
success in the workplace, our workforce readiness and retention programs are targeting job seekers with
entry-level skills, who are new to the workforce, and/or who are transitioning to the health care industry.
Together with our workforce partners, we are developing today’s health care workforce.
2010 – 2011 ANNUAL REPORT 11
UPMC Annual Report_Short Version.indd 10-11 7/13/11 2:21 PM
2 0 1 0 – 2 0 1 1 A N N U A L R E P O R T
UPMC Annual Report_Short Version.indd 1 7/13/11 2:20 PM
Built on a foundation of dignity and respect in the workplace
and cultural competency in patient and family care,
the mission of the UPMC Center for Inclusion is to ensure
that inclusion is at the core of what we do every day.
c o n t e n t s 02
Messages from Esther Bush
and Candi Castleberry-Singleton
04
Inclusion Journey in the Workplace
05
Inclusion Journey in the Community
06
Integrated Inclusion
07
Goals and Dashboard
08
Dignity & Respect Initiative
09
Cultural Competency Initiative
11
Workforce Development
14
K–12 Health Career Programs
17
Dignity & Respect Campaign
18
Healthy Communities
19
Our Councils
20
UPMC Center for Inclusion Team
21
Our 4C Strategy
[ d i g n i t y + r e s p e c t = i n c l u s i o n ]
champion
imagine
champion
imagine
championexperiencechampionexperiencechampion
imagine
experience
imagine
champion
imagine
championexperiencechampion
imagine
champion
UPMC Annual Report_Short Version.indd 2-1 7/13/11 2:20 PM
2008
2010
2009
JANUARY
Integrated Inclusion Initiatives
JUNE
Cultural Competency
Initiative and Tools
JANUARY
UPMC Inclusion Survey
Business Unit Initiatives
JULY
UPMC Integrated Inclusion Goals
DECEMBER
Division-Level Inclusion Goals and Initiatives
UPMC Board Diversity Committee and
Executive Partnership Council Composition
OCTOBER
UPMC Center for Inclusion
UPMC 4C Inclusion Strategy
NOVEMBER
Dignity & Respect Initiative and Tools
I n c l u s i o n J o u r n e y i n t h e W o r k p l a c e
2010
2009
OCTOBER
Community Conversations
Dignity & Respect Month
Dignity & Respect Campaign —
Pittsburgh
Inaugural Dignity & Respect
Community Breakfast
I n c l u s i o n J o u r n e y i n t h e C o m m u n i t y
JANUARY
Workforce Development Initiative
The Partnership Council
OCTOBER
Dignity & Respect Campaign — Youth
Inaugural Dignity & Respect Community Event
Dignity & Respect Campaign — National
NOVEMBER
Healthy Community Initiative
Division-Level Inclusion Goals and Initiatives
UPMC Board Diversity Committee and
Executive Partnership Council Composition
2011
JUNE
Officially transitioned
integration into divisions
2011
JANUARY
Sold first Dignity & Respect
Solutions
JUNE
Unveiled Dignity & Respect
(Social Media Strategy)
2010 – 2011 ANNUAL REPORT 0504 UPMC CENTER FOR INCLUSION
UPMC Annual Report_Short Version.indd 4-5 7/13/11 2:21 PM
C U S T O M E R S • C O M M U N I T Y • C U L T U R E • C O M P A N Y
W o r k f o r c e D e v e l o p m e n t
UPMC is committed to developing the workforce from the greater Pittsburgh community. Our goal
is to prepare adults and youth for meaningful careers in health care. Through efforts such as POWRR,
Project Search, YAEP, and our K–12 health career programs listed on the following pages, we are
preparing a pipeline of talent to address the workforce needs of our region.
In 2009, the UPMC Center for Inclusion launched the Workforce Development Initiative and the
Partnership Council to collectively address workforce needs and create shared goals to:
• Raise awareness about health careers at all age levels
• Explore the impact of health care industry trends on workforce needs
• Provide tools and job training to assist with preparation for current and future roles in heath care
• Share community partner best practices
• Create equitable access for community partners to opportunities at UPMC
Today, UPMC collaborates with more than 50 organizations, including community colleges, vocational
technical (vo-tech) schools, community organizations, and government agencies, to create a pipeline
of workforce-ready job seekers that meet the workforce needs of our region. Our two areas of focus
include 1) workforce readiness and retention programs, and 2) K–12 health career awareness.
Visit www.thepartnershipcouncil.org to learn more.
WORKFORCE READINESS AND RETENTION PROGRAMS
We partner on programs to help job seekers define, choose, and prepare for future careers in the
ever-changing health care industry. With an emphasis on pre-employment skills and improving employee
success in the workplace, our workforce readiness and retention programs are targeting job seekers with
entry-level skills, who are new to the workforce, and/or who are transitioning to the health care industry.
Together with our workforce partners, we are developing today’s health care workforce.
2010 – 2011 ANNUAL REPORT 11
UPMC Annual Report_Short Version.indd 10-11 7/13/11 2:21 PM
6. purpose
Wesley Spectrum Services 2011 Annual Report
P R O V I D I N G A S P E C T R U M O F T R A N S F O R M A T I O N A L S U P P O R T
Dear Friend,
Living a life of purpose is essential for leadin
It is essential, too, for weathering challengin
difficult times in our lives, it is our sense of p
around that which is keeping us from attaini
Our vision at Wesley Spectrum is to provide
of purpose. Our mission is to provide transfo
become more independent, responsible, an
of transformational support through our auti
that enables each individual to tackle his or
also provides each of us with purpose: our s
programs of the highest quality to those we
Difficult economic times such as these com
we have faced challenges as an organizatio
us to make wise use of our resources while
Thank you for your continued investment in
transforming lives, one person at a time.
For the kids and families we serve,
Robert A. Reed, Psy.D. K
Chairperson C
Operating Board of Directors Fo
purpose
contents 2 love stories
4 who we are
6 services
8 by the numbers
10 finances
12 donors
14 in-kind donors
16 volunteers
17 directors
Wesley Spectrum strives to provide services to children and families
across services lines, supporting people in need of assistance regardless
of program. It is increasingly common, for example, for a child to
receive specialized education support through one of our schools and
be enrolled in one of our Autism Services programs.
We are particularly proud when our staff are able to provide services across programs in a time of
crisis. Recently, one of our In Home Child and Family Services staff members learned that a young
person awaiting adoption through our Adoption Services program had fled her family and was
taking refuge in the home of a family receiving support from our In-Home program. Our staff person
was able to offer our In-Home family the support they needed while also offering support to the
frightened, anxious young person and notifying the appropriate authorities. The staff person stayed
with the young person until our Adoption Services staff member arrived and remained on hand
through the county agency’s visit. Our In-Home staff member used excellent intervention skills to
W
E
S
L
W
E
S
L
age
< 5
10%
5 - 9
12%
10 - 14
18%
15 - 19
24%
20 - 34
18%
35 - 54
16%
> 55
2%
numbers served
FAMILY
BEHAVIORAL
HEALTH
3,170
AUTISM
1,060
EDUCATION
1,102
W
E
S
L
In 2010–2011, Wesley Spectrum provided transformational support to 5,332
purpose
Wesley Spectrum Services 2011 Annual Report
P R O V I D I N G A S P E C T R U M O F T R A N S F O R M A T I O N A L S U P P O R T
Dear Friend,
Living a life of purpose is essential for leading healthy, resilient lives and for creating strong communities.
It is essential, too, for weathering challenging times, as individuals as well as organizations. As we face
difficult times in our lives, it is our sense of purpose that keeps us going, motivating us to find a path
around that which is keeping us from attaining our goals.
Our vision at Wesley Spectrum is to provide children and families with the support they need to live a life
of purpose. Our mission is to provide transformational support for children and families as they strive to
become more independent, responsible, and caring members of the community. We offer a spectrum
of transformational support through our autism, behavioral health, education, and family support services
that enables each individual to tackle his or her unique challenges and live a life of purpose. Our vision
also provides each of us with purpose: our staff, board members, and volunteers work tirelessly to provide
programs of the highest quality to those we are honored to serve.
Difficult economic times such as these compel us to retain clear focus on our purpose. Over the past year
we have faced challenges as an organization and in partnership with our customers. Our efforts are enabling
us to make wise use of our resources while remaining a quality- and mission-driven organization.
Thank you for your continued investment in the lives of those we serve. Together we will continue
transforming lives, one person at a time.
For the kids and families we serve,
Robert A. Reed, Psy.D. Kevin Oakley Douglas W. Muetzel
Chairperson Chairperson CEO
Operating Board of Directors Foundation Board of Directors
purpose W
E
S
L
E
Y
S
P
E
C
T
R
U
M
1
contents 2 love stories
4 who we are
6 services
8 by the numbers
10 finances
12 donors
14 in-kind donors
16 volunteers
17 directors
A N N U A L R E P O RT 2 0 1 1
R E U B E N
Reuben is on the autism spectrum. From a
young age, he would dart away from any situation
in which he was not in complete control, avoiding
contact with his family, classmates and teachers.
His parents needed advice and respite. He
needed a way to move forward with appropriate
professional help.
It had been apparent since infancy that music
helped Reuben deal with the chaos that daily
life was for him. We enrolled him in our Autism
Services’ Creative Arts Program and used it as
a springboard to start coordinating services,
including behavioral health rehabilitation for
Reuben and therapeutic support for his family.
Now, Reuben is an active musician with a true
love for the piano; he recently began attending
our new movement therapy class, which he took
to immediately. He’s having fun and discovering
the joy of expression. We, and his parents, see a
boy who is learning to connect.
Wesley Spectrum strives to provide services to children and families
across services lines, supporting people in need of assistance regardless
of program. It is increasingly common, for example, for a child to
receive specialized education support through one of our schools and
be enrolled in one of our Autism Services programs.
A L E X
Alex came to Wesley Spectrum when he was five.
Placed in foster care at three months and adopted
by his aunt and uncle as a toddler, he had been
through more upheaval than any child should face.
Diagnosed with developmental and behavioral
challenges, he exhibited the aggression and
fear that is common among children in similar
situations. Now, his adoptive father was ill and
unable to work; his adoptive mother had recently
lost her job.
Wesley Spectrum clinicians found that Alex is
visually impaired with extreme photosensitivity.
We reached out to the community and secured
glasses and light-blocking curtains that his
family could not afford. We pulled together case
managers, doctors, and other professionals,
and provided Alex’s adoptive parents with the
therapeutic and family support services that they
wanted and needed to help them through this
difficult time.
C A S S A N D R A
At age fourteen, Cassandra took forty sleeping
pills. She’d been intensely bullied at school,
and struggled with anxiety and school phobia.
Luckily, she was taken to a hospital in time and
put on suicide watch.
Wesley Spectrum therapists immediately began
working with Cassandra and her family. Together,
they developed an individualized treatment plan,
including academic and behavioral health goals
for Cassandra and therapy sessions for the
whole family. We enrolled her at Wesley Spectrum
Academy, where she could receive specialized
support in a safe, nurturing environment of mutual
respect. One year later, Cassandra was honored
as a student of the year.
We are particularly proud when our staff are able to provide services across programs in a time of
crisis. Recently, one of our In Home Child and Family Services staff members learned that a young
person awaiting adoption through our Adoption Services program had fled her family and was
taking refuge in the home of a family receiving support from our In-Home program. Our staff person
was able to offer our In-Home family the support they needed while also offering support to the
frightened, anxious young person and notifying the appropriate authorities. The staff person stayed
with the young person until our Adoption Services staff member arrived and remained on hand
through the county agency’s visit. Our In-Home staff member used excellent intervention skills to
assist all in understanding the needs of the young person while supporting her own In-Home family
as they sought to make the best decisions in that difficult situation. The staff person’s efforts and skills
led to a far smoother and safer outcome for both the family and the young person.
storiesstories
W
E
S
L
E
Y
S
P
E
C
T
R
U
M
2
W
E
S
L
E
Y
S
P
E
C
T
R
U
M
3
A N N U A L R E P O RT 2 0 1 1A N N U A L R E P O RT 2 0 1 1
gender
MALE
58%
FEMALE
42%
CAUCASIAN
(non Hispanic)
76%
AFRICAN
AMERICAN
23%
OTHER
(including Alaskan, American Indian,
Asian, and Hispanic)
1%
ethnicityage
< 5
10%
5 - 9
12%
10 - 14
18%
15 - 19
24%
20 - 34
18%
35 - 54
16%
> 55
2%
clinical change as measured by
standardized assessments
standardized
assessment-based change
IMPROVED / MAINTAINED
88%
DETERIORATED
12%
HIGHER
7%
restrictiveness of living
environment at discharge
as assessed by ROLES
(Restrictiveness of Living Environment Scale)
LOWER / SAME
93%
numbers served
FAMILY
BEHAVIORAL
HEALTH
3,170
AUTISM
1,060
EDUCATION
1,102
W
E
S
L
E
Y
S
P
E
C
T
R
U
M
8
W
E
S
L
E
Y
S
P
E
C
T
R
U
M
9
< by the numbers >
A N N U A L R E P O RT 2 0 1 1A N N U A L R E P O RT 2 0 1 1
In 2010–2011, Wesley Spectrum provided transformational support to 5,332 individuals and their families in 11 locations throughout Western Pennsylvania.
As an outcome-driven organization,
we rigorously evaluate our work and the
outcomes achieved by those we serve.
Two key measures of transformation are
clinical change and living environment.
Our goals are for individuals to improve
or sustain their behavioral health as well
as to release individuals to the same or
less restrictive living environment.
purpose
Wesley Spectrum Services 2011 Annual Report
P R O V I D I N G A S P E C T R U M O F T R A N S F O R M A T I O N A L S U P P O R T
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purpose
contents 2 love stories
4 who we are
6 services
8 by the numbers
10 finances
12 donors
14 in-kind donors
16 volunteers
17 directors
R E U B E N
Reuben is on the autism spectrum. From a
young age, he would dart away from any situation
in which he was not in complete control, avoiding
contact with his family, classmates and teachers.
His parents needed advice and respite. He
needed a way to move forward with appropriate
professional help.
It had been apparent since infancy that music
helped Reuben deal with the chaos that daily
life was for him. We enrolled him in our Autism
Services’ Creative Arts Program and used it as
a springboard to start coordinating services,
including behavioral health rehabilitation for
Reuben and therapeutic support for his family.
Now, Reuben is an active musician with a true
love for the piano; he recently began attending
our new movement therapy class, which he took
to immediately. He’s having fun and discovering
the joy of expression. We, and his parents, see a
boy who is learning to connect.
Wesley Spectrum strives to provide services to children and families
across services lines, supporting people in need of assistance regardless
of program. It is increasingly common, for example, for a child to
receive specialized education support through one of our schools and
be enrolled in one of our Autism Services programs.
A L E X
Alex came to Wesley Spectrum when he was five.
Placed in foster care at three months and adopted
by his aunt and uncle as a toddler, he had been
through more upheaval than any child should face.
Diagnosed with developmental and behavioral
challenges, he exhibited the aggression and
fear that is common among children in similar
situations. Now, his adoptive father was ill and
unable to work; his adoptive mother had recently
lost her job.
Wesley Spectrum clinicians found that Alex is
visually impaired with extreme photosensitivity.
We reached out to the community and secured
glasses and light-blocking curtains that his
family could not afford. We pulled together case
managers, doctors, and other professionals,
and provided Alex’s adoptive parents with the
therapeutic and family support services that they
wanted and needed to help them through this
difficult time.
C A S S A N D R A
At age fourteen, Cassandra took forty sleeping
pills. She’d been intensely bullied at school,
and struggled with anxiety and school phobia.
Luckily, she was taken to a hospital in time and
put on suicide watch.
Wesley Spectrum therapists immediately began
working with Cassandra and her family. Together,
they developed an individualized treatment plan,
including academic and behavioral health goals
for Cassandra and therapy sessions for the
whole family. We enrolled her at Wesley Spectrum
Academy, where she could receive specialized
support in a safe, nurturing environment of mutual
respect. One year later, Cassandra was honored
as a student of the year.
We are particularly proud when our staff are able to provide services across programs in a time of
crisis. Recently, one of our In Home Child and Family Services staff members learned that a young
person awaiting adoption through our Adoption Services program had fled her family and was
taking refuge in the home of a family receiving support from our In-Home program. Our staff person
was able to offer our In-Home family the support they needed while also offering support to the
frightened, anxious young person and notifying the appropriate authorities. The staff person stayed
with the young person until our Adoption Services staff member arrived and remained on hand
through the county agency’s visit. Our In-Home staff member used excellent intervention skills to
assist all in understanding the needs of the young person while supporting her own In-Home family
as they sought to make the best decisions in that difficult situation. The staff person’s efforts and skills
led to a far smoother and safer outcome for both the family and the young person.
storiesstories
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numbers served
FAMILY
BEHAVIORAL
HEALTH
3,170
AUTISM
1,060
EDUCATION
1,102
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A N N U A L R E P O RT 2 0 1 1
In 2010–2011, Wesley Spectrum provi
As an outcome-driven organization,
we rigorously evaluate our work and the
outcomes achieved by those we serve.
Two key measures of transformation are
clinical change and living environment.
purpose
Wesley Spectrum Services 2011 Annual Report
P R O V I D I N G A S P E C T R U M O F T R A N S F O R M A T I O N A L S U P P O R T
Dear Friend,
Living a life of purpose is essential for leading healthy, resilient lives and for creating strong communities.
It is essential, too, for weathering challenging times, as individuals as well as organizations. As we face
difficult times in our lives, it is our sense of purpose that keeps us going, motivating us to find a path
around that which is keeping us from attaining our goals.
Our vision at Wesley Spectrum is to provide children and families with the support they need to live a life
of purpose. Our mission is to provide transformational support for children and families as they strive to
become more independent, responsible, and caring members of the community. We offer a spectrum
of transformational support through our autism, behavioral health, education, and family support services
that enables each individual to tackle his or her unique challenges and live a life of purpose. Our vision
also provides each of us with purpose: our staff, board members, and volunteers work tirelessly to provide
programs of the highest quality to those we are honored to serve.
Difficult economic times such as these compel us to retain clear focus on our purpose. Over the past year
we have faced challenges as an organization and in partnership with our customers. Our efforts are enabling
us to make wise use of our resources while remaining a quality- and mission-driven organization.
Thank you for your continued investment in the lives of those we serve. Together we will continue
transforming lives, one person at a time.
For the kids and families we serve,
Robert A. Reed, Psy.D. Kevin Oakley Douglas W. Muetzel
Chairperson Chairperson CEO
Operating Board of Directors Foundation Board of Directors
purpose W
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1
contents 2 love stories
4 who we are
6 services
8 by the numbers
10 finances
12 donors
14 in-kind donors
16 volunteers
17 directors
A N N U A L R E P O RT 2 0 1 1
R E U B E N
Reuben is on the autism spectrum. From a
young age, he would dart away from any situation
in which he was not in complete control, avoiding
contact with his family, classmates and teachers.
His parents needed advice and respite. He
needed a way to move forward with appropriate
professional help.
It had been apparent since infancy that music
helped Reuben deal with the chaos that daily
life was for him. We enrolled him in our Autism
Services’ Creative Arts Program and used it as
a springboard to start coordinating services,
including behavioral health rehabilitation for
Reuben and therapeutic support for his family.
Now, Reuben is an active musician with a true
love for the piano; he recently began attending
our new movement therapy class, which he took
to immediately. He’s having fun and discovering
the joy of expression. We, and his parents, see a
boy who is learning to connect.
Wesley Spectrum strives to provide services to children and families
across services lines, supporting people in need of assistance regardless
of program. It is increasingly common, for example, for a child to
receive specialized education support through one of our schools and
be enrolled in one of our Autism Services programs.
A L E X
Alex came to Wesley Spectrum when he was five.
Placed in foster care at three months and adopted
by his aunt and uncle as a toddler, he had been
through more upheaval than any child should face.
Diagnosed with developmental and behavioral
challenges, he exhibited the aggression and
fear that is common among children in similar
situations. Now, his adoptive father was ill and
unable to work; his adoptive mother had recently
lost her job.
Wesley Spectrum clinicians found that Alex is
visually impaired with extreme photosensitivity.
We reached out to the community and secured
glasses and light-blocking curtains that his
family could not afford. We pulled together case
managers, doctors, and other professionals,
and provided Alex’s adoptive parents with the
therapeutic and family support services that they
wanted and needed to help them through this
difficult time.
C A S S A N D R A
At age fourteen, Cassandra took forty sleeping
pills. She’d been intensely bullied at school,
and struggled with anxiety and school phobia.
Luckily, she was taken to a hospital in time and
put on suicide watch.
Wesley Spectrum therapists immediately began
working with Cassandra and her family. Together,
they developed an individualized treatment plan,
including academic and behavioral health goals
for Cassandra and therapy sessions for the
whole family. We enrolled her at Wesley Spectrum
Academy, where she could receive specialized
support in a safe, nurturing environment of mutual
respect. One year later, Cassandra was honored
as a student of the year.
We are particularly proud when our staff are able to provide services across programs in a time of
crisis. Recently, one of our In Home Child and Family Services staff members learned that a young
person awaiting adoption through our Adoption Services program had fled her family and was
taking refuge in the home of a family receiving support from our In-Home program. Our staff person
was able to offer our In-Home family the support they needed while also offering support to the
frightened, anxious young person and notifying the appropriate authorities. The staff person stayed
with the young person until our Adoption Services staff member arrived and remained on hand
through the county agency’s visit. Our In-Home staff member used excellent intervention skills to
assist all in understanding the needs of the young person while supporting her own In-Home family
as they sought to make the best decisions in that difficult situation. The staff person’s efforts and skills
led to a far smoother and safer outcome for both the family and the young person.
storiesstories
W
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A N N U A L R E P O RT 2 0 1 1A N N U A L R E P O RT 2 0 1 1
gender
MALE
58%
FEMALE
42%
CAUCASIAN
(non Hispanic)
76%
AFRICAN
AMERICAN
23%
OTHER
(including Alaskan, American Indian,
Asian, and Hispanic)
1%
ethnicityage
< 5
10%
5 - 9
12%
10 - 14
18%
15 - 19
24%
20 - 34
18%
35 - 54
16%
> 55
2%
clinical change as measured by
standardized assessments
standardized
assessment-based change
IMPROVED / MAINTAINED
88%
DETERIORATED
12%
HIGHER
7%
restrictiveness of living
environment at discharge
as assessed by ROLES
(Restrictiveness of Living Environment Scale)
LOWER / SAME
93%
numbers served
FAMILY
BEHAVIORAL
HEALTH
3,170
AUTISM
1,060
EDUCATION
1,102
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8
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< by the numbers >
A N N U A L R E P O RT 2 0 1 1A N N U A L R E P O RT 2 0 1 1
In 2010–2011, Wesley Spectrum provided transformational support to 5,332 individuals and their families in 11 locations throughout Western Pennsylvania.
As an outcome-driven organization,
we rigorously evaluate our work and the
outcomes achieved by those we serve.
Two key measures of transformation are
clinical change and living environment.
Our goals are for individuals to improve
or sustain their behavioral health as well
as to release individuals to the same or
less restrictive living environment.
client: Wesley Spectrum Services
project: Annual Report