About panoramic Strategy.

Getting to the top of a mountain is more than just putting one foot in front of the other.

For that stunning view, you need the right gear, great company, and a good map (and delicious snacks, right!?).

Running a value-driven organization is no different.

You have a mission, a great team, and a vision that goes beyond a single bottom line. 
But you find yourself looking at the next mountain peak, unsure of which path will get you there.

We’re sleeves-rolled-up Facilitators and CFOs that make change happen.

Panoramic Strategy was built on the belief that everything has to work together for a successful journey: profit, impact, people, and financial resources. 

You just need a panoramic view to see how it all comes together.

Using our experience in the for-profit sector, we’re building the bridge between Fortune 100 strategies and social impact organizations. We have:

  • Secured millions in impact investment for a rapidly expanding nonprofit.
  • Helped a growing social enterprise transportation startup win $65K of funding, leading to exponential revenue growth.
  • Facilitated a process that led to the uniting of two organizations, resulting in $7M annually and $130M in assets.
  • And more

The team that gets you to the next mountain peak.

David Kaplan, Founder of Panoramic Strategy

David Kaplan

FOUNDER

The world of business has always been interesting to me – it’s why I got my CPA after studying accounting and finance at OSU’s Fisher College of Business. After graduation, I worked for Fortune 100 companies but was never fully satisfied. When I became the CFO for a large nonprofit, things finally started to fall into place.

I found where my passion for numbers could work alongside my passion for social impact. 

Now at Panoramic Strategy, I pull together my experiences working with for-profits, non-profits, social enterprises, and startups to build dynamic strategies that work for each individual organization.

When I’m not working, you can probably find me outside on a long hike, spending time with my wife and daughter, or reading a great book.

Beth

With more than 25 years of leadership experience in a variety of executive positions, I specialize in building and leading high-performing teams, eliminating organizational silos, sponsoring staff and peers, and advising senior executives.

I’ve worked with a range of organizations including global consulting firms, banks, pharmaceutical companies, manufacturing businesses, law firms, and non-profit agencies.

I always put myself in other’s shoes to build empathy, insight, and trust with our clients. 

When I’m not working you can find me….

Amanda Kennedy

Amanda is a CPA and a graduate of the University of Notre Dame. Prior to joining Panoramic Strategy, Amanda held multiple finance and accounting positions at L Brands. Panoramic Strategy has allowed Amanda to flex her experience and expertise into the non-profit and small business sectors while devoting the majority of her time to her growing family.

Outside of her professional life, Amanda loves long walks with her family, yoga, indie bookstores and local coffee shops.

Charlie

With more than 25 years of leadership experience in a variety of executive positions, I specialize in building and leading high-performing teams, eliminating organizational silos, sponsoring staff and peers, and advising senior executives.

I’ve worked with a range of organizations including global consulting firms, banks, pharmaceutical companies, manufacturing businesses, law firms, and non-profit agencies.

I always put myself in other’s shoes to build empathy, insight, and trust with our clients. 

When I’m not working you can find me….

Discover and carve your path forward. Let's get to the view at the top together.

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