A variety of factors have contributed to this lapse, not the least of which has been meeting the needs of our clients, which always comes first for us. The secondary reason for the delay has to do with a major transition for our company that has only recently been finalized.
On February 1, 2015 Ekstrom & Associates became Ekstrom Alley Clontz & Associates (“EAC”). Founding Partner, Helmer Ekstrom says, “We believe this new entity best positions our firm to most effectively serve the community foundation field as it heads into its second century of work.”
The new name also brings a new operating structure. I have become managing partner, while the long-time relationship with Senior Consultant Bryan Clontz was formalized through his inclusion into the name of the firm. I’ve been with Ekstrom & Associates as a consultant since shortly after I left as CEO of the Community Foundation of Southern Arizona in 2010, while Bryan has worked on a variety of projects with the company dating back to 2003. While not retiring, Helmer is taking a smaller role with the new entity.
One of the things I always appreciated about Ekstrom & Associates when I was CEO, was that I could access the firm’s team of practitioners. Since its founding in 1997, each “Associate” has served in a senior level position at a community foundation or an organization that served them. I think it’s still our greatest strength and intend to follow that same model moving forward. Our firm understands and has worked in every aspect of a community foundation - strategic planning, asset development, marketing, grantmaking, finance and community leadership.”
The company has served well over 150 community foundations during its tenure as well as organizations that serve the movement regionally, nationally, and internationally. These have included the Council on Foundations, the Transatlantic Community Foundation Network, National Center for Family Philanthropy, the Florida Philanthropic Network -- Community Foundations of Florida, Kansas Association of Community Foundations, Southeastern Council of Foundations, Indiana Philanthropy Alliance, Connecticut Council for Philanthropy, the Center on Philanthropy at Indiana University, the former Community Foundations of America, and the Community Foundations Strategic Alliance (a collaboration of sixteen of the largest US community foundations and forerunner to Community Foundations of America).
In addition to Ekstrom, Alley and Clontz, Angela Powers, Susan Suarez, and Eleanor Sacks will continue to provide the depth of experience that clients may tap into achieve their goals to best serve their communities.
If you’d like to find out more about us, please visit our website at www.eac-associates.com, or give me a call at our new office in Tucson, Arizona at 520-531-5567.
Steve Alley, Managing Partner