Steven Borg

School overview: www.oakarts.org

• Serves on the senior leadership team; directs advancement, marketing, strategic planning & communications
• Serves as an internal executive coach & thought-partner
• Serves as spokesperson for OSA & is active in community engagement
• Implements JEDI goals (justice, equity, diversity and inclusion) in all systems & processes
• Manages 3-year strategic business plan & semi-annual tracking
• Builds programming to raise the level of professionalism in the organization & create a culture of philanthropy
• Built systems to grow fundraising from under $600K annually to $1.3M & continue this to sustained giving over $2M
• Increase capacity of OSA to undertake multi-year comprehensive / capitals ranging from $2.8M to $30M
• Shift donor-mix from individual giving to institutional and major donors
• Build systems & a staffing / resource model to redesign the website, social media, merchandising, event promotion, collateral & media relations
• Event promotion & annual gala management
• Board of Directors Liaison; facilitating board development & ensuring governance compliance
• Scaffold OSA as a national thought-leader in innovative arts education

• Non-Profit overview: www.oakehouse.org
• Providing strategy, organizational and fundraising consulting for this 30-year old transitional home for single women and their children providing programs to break-the-cycle of homelessness and poverty towards being self-sufficient
• Providing advisory services to the Board President and Executive Committee
• Successfully increased fundraising during 14 months of the Covid-19 pandemic

• School overview: www.hnu.edu
• A unique hybrid governance and CEO role focused on transformational change for this 155-year-old university with a goal of sustainable programs for first generation college students and under-resourced communities
• Strengthened and transformed the University's operational by reconstituting the management team, repositioning the brand, and stabilizing enrollment and retention
• Strengthened the University's financial position by securing $20M line of credit and $49M loan and reducing expenses without sacrificing student outcomes
• Cultivated largest gift to University, $30M
• Clarified and focused the University’s priorities and key performance objectives by facilitating the creation of a 5-year strategic business plan and instituted a culture of transparency and accountability governed by data
• During the Covid pandemic developed a Plan ABC Committee to explore the headwinds in higher education and the University’s marketability
• Led a yearlong national search for a university partner in 2022 focused on the sustainability of the University mission
• In December 2022 led the Board in a decision to wind-down the University effective May 2023; supported students in transitioning to other universities, sold the campus for $65M in 2023, and establishing a new organization in 2024 focused on managing a $60M endowment and awarding college scholarships to students

• School overview: www.oakarts.org
• Providing leadership in governance, strategy, and fundraising for this 20-year old public charter school focused on academic excellence and artistic achievement for under-served 6-12th grade students in the East Bay
• Facilitated the development of a strategic plan rooted in key performance objectives and the pillars of academic/artistic excellence, financial sustainability, community impact, and diversity
• Participated in two national searches for the executive director and directed onboarding and coaching
• Strengthened school's financial standing by building case statements and raising over $8M

• Company overview: www.calbanktrust.com www.zionsbancorporation.com
• Managed a multi-disciplinary team of 27 in remote locations as well as numerous third-party agencies, consultants & vendors
• Oversaw $9M department budget; co-managed a $62M division budget
• Directed a $26.6M credit card portfolio, a $586M Home Equity Credit Line portfolio with $250M in outstandings & $11B deposit portfolio
• Asset & Liability Committee (ALCO)member
• Managing Committee, Executive Committee & Board experience
• Chief-of-staff to the EVP/Banking Services Division Director in managing cross-functional projects & teams
• Designed successful strategies to grow market share, increase visibility & improve organizational effectiveness
• CMO/Brand Steward; sales support & customer/prospect outreach, on-and off-line content; digital/print/broadcast advertising, website & social media platforms, point-of-sale materials, events, etc
• Managed media/public relations, thought-leadership & crisis communications
• Facilitated charitable giving & sponsorship programs
• Led strategic planning as well as development, introduction, implementation, systems & product conversions for deposit services, consumer loans, credit cards & online banking