[Past Event] Wrap Up Season 1: Rearchitecting the Future Through Philanthropy and Social Entrepreneurship
Over the past five sessions, we’ve discussed how a shift in mindsets is necessary to see and invest in transformative change. From education and work to democracy and health care, removing the bias and barriers entrenched in the philanthropy sector is the first step we must take as we work toward an equitable future for all. Join Worth and New Profit as we reflect on the challenges that must be overcome and the groundwork that must be laid for systemic change, if philanthropists truly hope to drive progress in the fight for equity in America.
Featuring: Jim McCann, Chairman, Worth and Chairman & Founder, 1-800-FLOWERS and Carrie Schwab-Pomerantz, Board Chair and President, Charles Schwab Foundation, Senior Vice President, Charles Schwab & Co., Inc. and Board Chair, Schwab Charitable
Watch Past Webinars:
- Tuesday, November 24, 2020, 3 p.m. ET
Jim McCann is a successful entrepreneur, business leader, author, media personality and philanthropist whose passion is helping people deliver smiles. Jim’s belief in the universal need for social connections and interaction led to his founding of 1-800-FLOWERS.COM, Inc., which he has grown into one of the world’s leading floral and gourmet gifting companies.
Jim’s willingness to embrace new technologies that enhance customer engagement, such as 800 phone numbers and e-commerce, often long before other retailers, has consistently kept 1-800-FLOWERS.COM, Inc. ahead of the curve and positioned it as a leading innovator in the marketplace. These innovations have played a vital role in strengthening customer engagement, something that has always been a key element of Jim’s business philosophy.
Jim’s strategy for growth has included an effective combination of birthing and acquiring new businesses and brands that resonate with customers for their gifting and celebratory occasions. The company’s gift offerings include iconic brands such as Harry & David®, Wolferman’s®, Cheryl’s® Cookies and The Popcorn Factory®, as well as Simply Chocolate®, Personalization Universe® and 1-800-Baskets.com®, among others.
Jim is also deeply involved in philanthropy and is especially devoted to helping individuals with developmental disabilities. This includes his continued work as Founder and Chairman of Smile Farms, a 501(c)3 organization established in 2015. Smile Farms provides meaningful jobs in agricultural settings to young adults and adults with developmental disabilities, allowing them to master new skills, experience teamwork, contribute to their community and, importantly, take home a paycheck. As a result, Jim was honored with a Lifetime Achievement Award at the Long Island Business News 2019 Corporate Citizenship Awards.
In 2018, Jim established Clarim Holdings, a private holding company that expands market opportunities for clients by providing capital along with an extensive network of high-tier support partners. Jim also serves as a director for The Scotts Miracle-Gro Company, Amyris and International Game Technology PLC, as well as a variety of private and not-for-profit boards.
Tulaine Montgomery is an accomplished social entrepreneur, educator, community organizer, fundraiser and writer. She has played central leadership roles in the launch and expansion of several social enterprises domestically and internationally, focusing her international efforts on East Africa and the Caribbean. She is a Managing Partner and member of the Executive Team at New Profit. A member of the founding team that launched New Profit, Tulaine provides strategic and financial support to many of our nation’s most promising social innovations. Tulaine leads New Profit’s Inclusive Impact, a comprehensive, sector-wide systems change strategy designed to increase investment and capacity building support for leaders of color. Additionally Tulaine is a member of New Profit’s Systems Solutions team and serves as a lead spokesperson for New Profit at a time of growing dialogue in philanthropy about the unprecedented opportunities and challenges facing the sector. She is Host and Executive Producer of “What Had To Be True”, New Profit’s podcast and online forum for conversations with “America’s Problem Solvers”- the grounded visionaries and practical idealists working hard to make things better.
Prior to her role at New Profit. Tulaine was Founder and President of New Resource Strategies (NRS), a consulting firm that enabled mission-driven organizations to address major operational, fiscal, and strategic challenges. Among Tulaine’s clients were United Nations, Harvard University, Boston University, National Urban League, City Year National, Citizen Schools, The Boston Foundation, The Hyams Foundation, The Boston Women’s Fund, City Life/Vida Urbana, Jitegemee and others. Through NRS, Tulaine also served on the founding team of Higher Ground, a comprehensive place-based community development initiative modeled after the nationally acclaimed Harlem Children’s Zone.
Prior to launching NRS, Tulaine served as Vice President of Community Impact with United Way Massachusetts Bay & Merrimack Valley providing strategic vision and leadership for all community and policy-related activities in the areas of affordable housing, sustainable employment, asset building, financial education and basic needs.
Prior to her role at United Way, Tulaine served as the National Director of Graduate and Youth Opportunities at YouthBuild USA. Tulaine oversaw a portfolio of initiatives designed to help low- income youth successfully enter college and the 21st century workforce. Tulaine partnered with YouthBuild programs throughout the country to develop an active network of more than 15,000 young leaders and community role models.
Previously, Tulaine was the Manager of the National Schools Initiative (NSI) at Youth Build USA funded by the Bill and Melinda Gates Foundation. Tulaine led the NSI to build a network of over twenty high schools that facilitate college readiness and 21st century skill building for hundreds of young adults (ages 16-24) throughout the United States.
Tulaine served as a founding leader of Citizen Schools, a nationally recognized educational organization serving middle school students across the country. She launched a number of roles at Citizen Schools including Program Director, Chief Training Officer and member of the National Expansion Team. Tulaine worked with Citizen Schools staff and Lesley University faculty to design the nation’s first Masters Degree in Education with a concentration in Out of School Time. Upon her departure from Citizen Schools, Tulaine was honored with the creation of the “Tulaine Montgomery Village Building Award,” which is given annually to a member of the national Citizen Schools community who leads effective collaborations that strengthen communities and improve the lives of young people.
Tulaine received a master’s degree in Public Policy from Tufts University and earned her B.A. from Smith College in Northampton, MA. She is a Presidio Institute Fellow, Senior Fellow at the Center for Collaborative Leadership at the University of Massachusetts in Boston, a Community Enrichment Fellow at Northeastern University, and a Neighborhood Fellow at Tufts University. She has served as an Adjunct Professor at Lesley University and the Episcopal Divinity School. Tulaine served as the Co-Chair of The State of Black Boston, a comprehensive research and community development initiative that analyzed the social and economic issues affecting Boston’s Black population.
Tulaine has been a featured presenter at numerous conferences speaking on a range of topics including: systems change, education, civil rights, equity and inclusion, philanthropy, community development, social entrepreneurship and leadership. She is featured in “Portraits of Purpose: A Tribute to Leadership” – a visual chronicle and historic narrative of community leaders. (www.portraitsofpurpose.us)
Tulaine is an accomplished cellist and writer; she has written and produced four original plays.
Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America’s most trusted sources for financial advice. She has devoted her career to helping men and women from all walks of life achieve financial security. In addition, she oversees Schwab’s corporate philanthropy and employee volunteer programs, which aim to strengthen the communities where Schwab operates.
Schwab-Pomerantz has served two White House administrations on financial capability policy. In 2010, she was appointed by President Obama to the President’s Advisory Council on Financial Capability, where she chaired the Partnership Committee until early 2013. In that role, she led the Council’s efforts to strengthen coordination between the public and private sector. She also advised the Council on Financial Literacy under President George W. Bush. In 2017, she was appointed to the San Francisco Commission on the Status of Women, which fosters the advancement of women and girls through policies and programs throughout the city.
Under her leadership, Charles Schwab Foundation has made important strides in promoting financial literacy. Through its national partnership with Boys & Girls Clubs of America, the Foundation created Money Matters: Make It CountSM, a best-in-class financial education program that has been completed by nearly one million teens nationwide. With AARP Foundation, Charles Schwab Foundation developed a program to improve financial outcomes for low- and moderate-income seniors. And most recently, the Foundation has partnered with DonorsChoose.org to support financial education in classrooms across the United States.
Schwab-Pomerantz speaks and writes extensively about personal finance. Her latest book, The Charles Schwab Guide to Finances after Fifty (Crown Business, 2014), was described by The New York Times as “overwhelmingly appealing” and “an excellent personal finance book.” With her father, Charles R. Schwab, she co-authored It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing (Crown Business: 2002). She also writes a weekly column, Ask Carrie, which appears on schwab.com and schwabmoneywise.com, and is syndicated through Creators News Service and Parade. She is on Facebook and Twitter (@CarrieSchwab), and is a LinkedIn Influencer, offering insights on personal finance, leadership and philanthropy to a worldwide audience.
For more than ten years, The San Francisco Business Times named her one of the Bay Area’s 100 Most Influential Women in Business, and in 2015 included her in its “Forever Influential” Honor Roll. In 2011, Schwab-Pomerantz received the William E. Odom Visionary Leadership Award, Jump$tart Coalition’s highest recognition for contributions to financial education. And in 2015, she was nominated by the San Francisco Chronicle for its inaugural “Visionary of the Year” award, recognizing Bay Area leaders who drive social and economic change through innovation. She was also recognized by SIFMA Foundation in 2018 with its Education Champion award in recognition of her efforts to advance youth financial education.
Schwab-Pomerantz serves as director and board chair of Schwab Charitable, one of the country’s largest donor-advised funds. She is chair-elect and a member of the national board of governors of Boys & Girls Clubs of America and has chaired the board of trustees for the Pacific region.
Schwab-Pomerantz earned a BA from the University of California, Berkeley, and an MBA from George Washington University. She holds FINRA Series 7, 23, 63 and 8 securities registrations, and is a CERTIFIED FINANCIAL PLANNER™ certificant. She lives with her husband, author Gary M. Pomerantz, in the San Francisco Bay Area. Together they have three grown children.
Juliet currently serves as CEO for media brand Worth, responsible for leading its transformation from a print magazine to a content platform that focuses on ‘Worth beyond Wealth’ and inspires and informs an affluent, influential and successful community of individuals to be their best selves.
Juliet began her career as a management consultant, learning to code at IBM Business Consulting Services, before focusing on business strategy and organizational change, working with clients to solve complex business problems across a variety of sectors through the use of technology.
Her experience in this area took her to a role at Boxwood (now KPMG) where she worked as a senior consultant in strategy and business change, with a focus on the media and technology sector. After working as a consultant with Guardian News & Media on its print to digital strategy, in 2012 she was confirmed in a permanent role to lead strategy and operations for the Guardian Media Group’s commercial division based in London.
Juliet joined the Guardian’s executive committee in 2015 and, as chief delivery officer; was responsible for the strategic implementation of the global three year turnaround plan and subsequent transformation and growth for the Guardian’s US operation, relocating to New York in 2016.
She lives in Brooklyn with her husband and son, is a keen runner, yogi, and skier.