As a recognized leader in capital deployment and financial strategy, I leverage over three decades of experience in the banking sector to advise nonprofit organizations. As the former Head of Community Development Banking at a top-ten financial institution, I was responsible for leading teams that deployed billions of dollars in debt and equity capital in underserved communities to finance affordable housing, small businesses, and essential community services.

My coaching practice is centered on empowering nonprofit organizations to achieve scale, maximize asset utilization, and establish viable long-term financial planning systems. I also utilize my executive experience—which includes creating governance and policy systems—into actionable guidance for nonprofit boards and senior staff. With a background as a former CPA and a passion for local community impact, I provide nonprofit clients with the strategic vision and financial rigor needed to secure funding, optimize operations, and drive mission-critical outcomes.

Lisa Burgess

With over 20 years of experience in education, my diverse roles span from teacher, principal, consultant, to personal development coach. My core belief is that true fulfillment and abundance come from discovering your purpose, understanding your "Why," and aligning it with your profession.

My purpose is to help others uncover theirs. I empower others to achieve personal and professional growth through intentional practices and mindful guidance, creating an impact in individual spaces and broader communities.