The growing social enterprise’s partner for greater impact.

Financial, strategic & organizational change management services that bring your vision to life.

The World is Changing

What change do you need to make to stay ahead?

Strategic Planning

We need a strategic plan that won’t end up on the shelf.

Outsourced CFO Partnerships

We need a financial guide & strategic partner to help us see what’s possible and grow.

Non-Profit Organizational Change

We need facilitation & guidance for a structural change that grows our impact.

High-Performance Team Culture

We need culture workshops & performance coaching that align our team, build trust, and make real change.

Meet Panoramic Strategy

David Kaplan

Panoramic Strategy Founder

Former CFO of the Jewish Federation of Columbus
Strategic planner & organizational change facilitator
Has spent decades working for Fortune 100 companies, non-profits, and startups
Lead facilitator on the successful integration of the Jewish Federation and the Jewish Community Foundation of Greater Columbus
Recipient of the ‘Columbus Business First’ 40 Under 40 Award and Partner of the Year Award from Jewish Family Service (for work with Holocaust survivors)
Certified CPA and graduate of Ohio State’s Fisher College of Business

Beth Rosenberg

Panoramic Strategy Partner

Team facilitator & expert in high-performance culture
25+ years of experience as a corporate executive at KeyCorp
Former President of Key Education Resources
Formerly responsible for strategic planning at Keycorp (a top national bank) for its top 12 executives
Faculty, Executive Learning & Coach at McKinsey & Company programs
MBA in finance from the Weatherhead School of Management at Case Western University
Certified Myers Briggs MBTI Facilitator
Gestalt Professional Certified Coach

Case Studies

Real-life stories of how we’ve helped our clients grow their impact.

How‌ ‌Besa‌ ‌‌Surpass‌ed ‌Their‌ ‌‌Capital‌ ‌Campaign‌ ‌Goal‌ ‌&‌ ‌Double‌d ‌Their‌ ‌Team‌ ‌(Even‌ ‌During‌ ‌a‌ ‌Pandemic)‌

How the Jewish Federation of Greater Hartford Defined the Long-Term Changes & Impact Needed to Re-Engage Their Local Jewish Community

From Decision to Implementation: How the Greater Phoenix Jewish Federation and Foundation Came Together & Integrated for More Community Impact

How Startup [Re]start Gained the Clarity & Confidence it Needed to Move Forward and Become Reality