Featured Media

Podcast: Scott Curran on the We Are For Good Podcast

Scott Curran had a dynamic discussion with Jonathan McCoy and Becky Endicott for the We Are For Good podcast, where he discussed practical tools for maximizing social impact, specifically focusing on a key two-part frame: Board & Human Resources.

Listen below, and scroll on for We Are For Good’s great summary of the conversation!

From We Are For Good:

Overview

Meet Scott. He’s a visionary social impact and legal adviser to global brands and nonprofits🌍 He’s the CEO and Founder of Beyond Advisers, with current and former clients including the Clinton Foundation, UN Foundation’s Clean Cooking Alliance, The Starbucks Foundation, Sean Penn’s CORE and many more. Navigating uncertainty and fostering organizational growth is a challenge, but Scott's insights remind us to learn from other’s success remembering that all nonprofits have the same four core tenants. Tune in to get excited about maximizing your organization’s impact in 2024🌟

💡Learn

  • How nonprofits are simple and all have the same core 

  • Ways to simplify and scale for nonprofits of all sizes and profiles

  • The importance of doubling down on core functions

Today’s Guest

Scott Curran, CEO + Founder, Beyond Advisers

“Think about last year at this time. Didn’t this year go quickly? Next year is going to feel the same way. Where do we want to be this time next year?”

— Scott Curran, CEO + Founder, Beyond Advisers

Episode Transcript

Download Full Episode Transcript Here

Episode Highlights

  • Scott’s story and journey to where he is today (2:45)

  • What makes a team and organization truly dynamic (7:55)

    • Board

    • Operations

    • Programs

    • Partnerships

  • Scott’s take on how philanthropy, government and the private sector all fit and work together (14:00)

  • Case studies (18:10)

  • Double down on core functions during times of uncertainty (25:55)

  • What makes up a great annual calendar for an org (33:45)

  • A powerful moment of philanthropy in Scott’s life (40:30)

  • Scott’s One Good Thing: Stay curious. (50:00)

  • How to connect with Scott and Beyond Advisers (51:45)

FOCUS ON ENGAGING WITH THE PEOPLE WHO ARE POWERING YOUR MISSION: 

Board

  1. Schedule 4 board meetings now (shoot for 1 a quarter!)

  2. Let your board know that cannot wait to see them at the next meeting and that you’ll be sending the agenda within 30 days of the meeting date

Team

  1. Pick up on those year-end reviews we did. Put your calendar reminder for October 1 that “year-end starts now”

  2. Have each person on the team review their performance and start there. They are leading the year-end process with a self-reflection of their performance

  3. Develop position descriptions with 3-5 essential functions for everyone on the team including yourself!

  4. June 1 - schedule mid-year check-ins with your team. What’s going great? What would you like to have go better? How can we support you?

Impactful Quotes

“I look at social impact as the umbrella that covers all of the ‘do-gooding’ in the world.” -Scott

“They're all special, but none unique. Every single one of them has to have a board. Every single one of them has operations. Every single one of them has programs and every single one of them has partnerships.” -Scott

“Success leaves clues, borrow success from those who've done it well.” -Scott

“There's great power in borrowing, and there's no trophy for the struggle.” -Scott

“Think about the origin story and the intent.” -Scott

“What do you do better than anybody else in the world.” -Scott

“This is a very crowded space. It does become a competitive marketplace. They have to define what makes them uniquely interesting in this marketplace.” -Scott

“If we're endeavoring to get it perfect, we might get it 80% right. So don't worry if it's not perfect, but you should be excited about it.” -Scott

“Let that charitable purpose, north star, and guide pull you forward.” -Scott

“Not every organization with a great board will achieve its highest and best purpose. But no organization without a great board will ever achieve its highest and best purpose.” -Scott 

“Momentum begets momentum.” -Scott

“Where focus goes, energy flows.” -Scott 

“Think about last year at this time. Didn’t this year go quickly? Next year is going to feel the same way. Where do we want to be this time next year?” -Scott

“My greatest moments in philanthropy and those quiet moments, those curious questions, those incredible stories of lives and communities impacted by work, of people just like those on this podcast now, and listening to it.” -Scott

“Stay curious.” -Scott

Beyond Advisers Speaks With The Chronicle of Philanthropy

Beyond Advisers founder Scott Curran was featured in The Chronicle of Philanthropy, where Scott, along with our frequent collaborator Gene Takagi, discussed whether the SCOTUS decision barring affirmative action in college admissions can be applied to grantmaking.

Grant Making Groups Stand Firm in Defense of Race-Based Philanthropy

The Council on Foundations and Independent Sector have filed an amicus brief supporting the Fearless Foundation, which is defending a lawsuit that tests whether the SCOTUS decision barring affirmative action in college admissions can be applied to grant making.

Two prominent philanthropy organizations on Tuesday filed a friend of the court brief supporting a foundation named in a lawsuit, which tests whether last summer’s Supreme Court decision barring affirmative action in college admissions can be applied to philanthropic grant making.

The Council on Foundations and Independent Sector’s amicus brief comes in response to a lawsuit filed by the nonprofit American Alliance for Equal Rights, founded by conservative legal activist Edward Blum. Blum’s group Students for Fair Admissions successfully argued two cases before the Supreme Court that resulted in a ruling against affirmative-action admissions policies at Harvard University and University of North Carolina.

In the current case, the American Alliance for Equal Rights argues that the Fearless Fund Management, LLC, an Atlanta venture-capital fund, and its associated philanthropy, the Fearless Fund Foundation, discriminated against applicants from other racial groups by offering a $20,000 grant program exclusively to Black women.

The suit says the fund violates Section 1981 of the 1866 Civil Rights Act, the first federal law prohibiting racial and ethnic discrimination when making and enforcing contracts.

In response, the amicus brief argues that philanthropic grant making is an example of free expression protected by the First Amendment. “The First Amendment protects expression not only from unconstitutional laws, but also unnecessary litigation that chills speech,” the groups wrote in the brief.

The brief states that directing an organization where to donate alters its speech.

“Prohibiting the Foundation from directing its generosity to Black- women-owned businesses, or forcing it to donate equally to non-Black-owned businesses would indisputably dilute, if not completely impede, the Foundation’s expression of its message,” the brief says.

Since the increased calls for racial justice after the police murder of George Floyd in 2020, progressive philanthropy has emphasized grants to Black-led organizations or ones that promote racial equity. For foundations and nonprofits that focus on removing racial barriers to success, the lawsuit is a “direct attack on philanthropy,” according to Kathleen Enright, president of the Council on Foundations.

Enright said that the Reconstruction-era civil-rights law on which the American Alliance for Equal Rights is basing its case was passed to ensure that previously enslaved Black Americans could have the same rights as their white counterparts.

“To use that section of the Civil Rights Act in this case is a bastardization of its intent,” she said.

Other legal experts, however, contend that any discrimination based on race is intolerable.

The Supreme Court’s decision in the Students for Fair Admissions cases made clear that promoting diversity as a rationale for discriminating on the basis of race in college admissions is unconstitutional, said Jonathan Berry, a lawyer who was a U.S. Department of Labor official during the Trump administration. The decision, he said, could be applied to other activities, including limiting philanthropic grants to people of a certain race.

Rather than making grants to members of a specific race to right historic wrongs, Berry said, grant makers should tailor their grant making to specific instances of injustice. “Using race as a proxy for injustice itself leads to all manner of injustice and should not be perpetrated,” he said.

Fallout From Affirmative-Action Decision

Since the Students for Fair Admissions decisions, the nonprofit sector has been on edge because it isn’t clear whether the ruling would extend to charities, said Scott Curran, a philanthropy adviser and former general counsel of the Clinton Foundation.

At the heart of the current lawsuit is the question of whether a grant is considered a contract that benefits both parties involved, Curran said, adding that grants have historically been seen as gifts that are outside of contract law, which forbids discrimination.

Still, the lines between the two are not clearly drawn, Curran said, which puts a big target on the back of wealthy foundations that make grants based on race.

Small organizations that rely on foundation grants are also exposed, especially if lower court decisions get appealed, said Gene Takagi, principal of the NEO Law Group, which represents charities.

“Small nonprofits are low-hanging fruit and easy targets because they can’t put up a defense that’s going to take it up through the court system unless they’ve got money backing them up,” he said. “They’re probably going to just give in and say, ‘OK, we’ll cut out those programs.’”

Philanthropy leaders including Akilah Watkins, president of Independent Sector, have complained that the summer’s Supreme Court decision has had a “chilling effect” on grant making that aims to achieve racial equity. Most grant makers have continued their support, she said, but some have started to target their grants to grantees serving people in certain ZIP codes or of certain income levels, which can be
used as proxies for race.

Doing so, she said, ignores the reality of racial discrimination.

“When we embed the challenges of a race within economic proxies or social proxies, it doesn’t allow us to have a more full and robust conversation about a particular group’s historical and contemporary structural barriers,” she said. “It changes the conversation.”

Podcast: Scott Curran on the Caring Economy Podcast

On World Philanthropy Day, Scott Curran spoke with Toby Usnik of The Caring Economy podcast about improving global impact.

Below is Toby’s summary of the podcast episode!

Hello Caring Economy Enthusiasts,

Today on World Philanthropy Day we are honored to welcome a truly remarkable guest, Scott M. Curran , the CEO of Beyond Advisers and a trailblazer in the realm of conscious business and ethical leadership. Get ready for an insightful journey into his inspiring career, the profound role of purpose in his life, and the valuable wisdom he has gathered along the way.

As the CEO of Beyond Advisers, a renowned firm advising some of the world's most impactful social organizations and initiatives, including The Clinton Foundation, The Marguerite Casey Foundation, The Starbucks Foundation, and even the Walt Disney Birthplace, Scott has dedicated his career to proving that doing well and doing good are not mutually exclusive. Under his visionary leadership, Beyond Advisers stands as a beacon for aligning organizational success with social responsibility.

Exploring Scott's Path to Purpose In my conversation with Scott, we will dive into the pivotal moments that shaped his journey to become the CEO of Beyond Advisers. We'll uncover how he discovered his personal purpose and explore the powerful intersection between his sense of purpose and his professional life.

Scaling Social Impact: A Mission at Heart Beyond Advisers is celebrated for its unwavering commitment to simplifying and scaling social impact for both nonprofits and for-profit organizations. Scott will share what motivated him to embark on this mission and how it has evolved over the years. He'll also offer insights into how individuals and companies can effectively integrate impact into their business models and decision-making processes.

Unlocking Efficiency for Nonprofits Nonprofits often face unique challenges in their quest to make a difference. Scott will discuss strategies for nonprofits to operate more efficiently, enabling them to focus on their core missions.

Trends and Innovations in Social Impact The landscape of social impact is ever-evolving. Scott will shed light on the latest trends he's observing, from impact investing to social enterprise and venture impact, and discuss why these innovations matter.

Creating a Caring and Equitable Society In an era marked by global challenges like climate change and social inequality, we'll explore how businesses and nonprofits can evolve to create a more caring and equitable society.

Pearls of Wisdom from a Conscious Business Leader Scott Curran has accumulated invaluable lessons on his journey towards conscious business leadership. He'll graciously share some of these pearls of wisdom, offering guidance to aspiring purpose-driven professionals.

Scott's Vision for Beyond Advisers and the Future of Social Impact To wrap up the conversation, Scott will unveil his vision for Beyond Advisers and the broader social impact landscape in the coming years, aligning it with his vision of a more caring economy.

Stay tuned for this illuminating episode as we journey into the heart of purpose-driven business with Scott Curran. Together, we'll explore how individuals and organizations can make a meaningful impact on our world.

Keep Caring,

Toby Usnik

Podcast: Scott Curran & Impact Storytelling on the SchoolCEO Podcast

The stories we tell shape the community we live in.

That’s why we all need great impact storytelling to achieve, amplify, and grow our big bold goals!

The first 42 seconds of this episode sums it up, so check that out!

But give a listen to the full episode for Scott’s take on simplified, practical storytelling frameworks you can incorporate into your work TODAY!

No matter who you are or where you are on your journey to impact the lives, communities, and organizations you serve, telling the most impactful stories possible really matters!

From Apptegy:
In this episode of SchoolCEO Conversations, Scott shares what impact storytelling is, how it can engage and inspire staff, bring communities together, and help nonprofits and schools alike achieve their missions.

EPISODE SUMMARY

In this episode of SchoolCEO Conversations, we speak with Scott M. Curran, an expert consultant focused on impact storytelling, social impact, and philanthropy. Scott has advised high-profile leaders including President Bill Clinton. He shares what impact storytelling is, how it can engage and inspire staff, bring communities together, and help nonprofits and schools alike achieve their missions. Listeners will learn practical storytelling frameworks and be inspired to craft their own impact stories.

EPISODE NOTES

In this episode of SchoolCEO Conversations, we speak with Scott Curran, an expert in impact storytelling. He discusses what impact storytelling is, how it can engage and inspire staff, bring communities together, and help nonprofits and schools alike achieve their missions. Listeners will learn practical frameworks for crafting stories and be inspired to craft their own stories.

Join this conversation to learn more about:

  • The power of storytelling to shape community and culture

  • Defining "impact storytelling" and how it differs from typical  storytelling

  • Overcoming common hesitations in identifying impact stories

  • Using the "GPS framework" (Goal, Problem, Solution) to craft impact stories

  • Understanding benefits of impact storytelling: achieving "big, bold goals," navigating change and rallying to overcome challenges

  • Telling impact stories as a leadership practice - lessons from working with presidents

Scott counsels leaders of social enterprises in developing social impact strategies, growing organizational capacity, and creating projects, programs, and partnerships that achieve measurable results.

Scott founded Beyond Advisers to work with social innovators, nonprofits, philanthropists, governments, and private sector leaders to design and build their organizations and initiatives for impact. He teaches and lectures on the role of lawyers in social innovation, advises law schools in developing social impact clinical practices, and consults with law firms to develop social impact practice groups. Crain’s Chicago Business called the class he teaches one of “the coolest classes for law students.”

Prior to starting Beyond Advisers, Scott served as General Counsel for the Clinton Foundation. During a decade of service to the Clinton Foundation, Scott established, grew, and led the legal team that supported a global operating charity with over 2,000 staff and volunteers working in 36 countries on more than a dozen initiatives. Scott led the team of in-house professionals and outside firms that created the organizational and operational structures that supported the Clinton Foundation’s board, enterprise systems, and program teams during their most prolonged and intensive period of growth.

EPISODE TRANSCRIPT

Tyler Vawser (Host): All right. Well, Scott Curan, thank you so much for joining SchoolCEO conversations.

Scott Curan (Guest): I'm thrilled to be here, Tyler. Thank you.

Tyler Vawser (Host): Well, the first time we spoke, Scott, you told me this phrase, the stories we tell shape the community we live in. And I loved that. And I wonder if you could just start by telling me and the audience what you mean by that.

Scott Curan (Guest): Yeah, I mean, storytelling goes back to the beginning of human history, right? Cave drawings and hieroglyphics and everything else, right. It's all about storytelling at the end of the day. It's about not just the communities we live in, but the communities we work in, the communities we serve, which sometimes are a world away, or the lives we impact in the case of educators and really everybody else in the world, in my view.

But storytelling at its core is what unites us, especially now, especially when we have these little devices in our pocket that connect us to the world, whether that's across the street, next door, around the world, and the challenges and opportunities we face. And at the end of the day, I'm always looking for that through line of a good story in how we are connected and how we work together and how we serve.

Tyler Vawser: Very good. And we talked a bit about impact storytelling. And this has really been a big part of your career. You're working with nonprofits, you're working with social impact groups, so I'd love for you to dig into that. We talk a lot about storytelling in K-12, but that phrase impact storytelling, I think is a bit different. Can you define what that is and how it might be different than typical storytelling in the way that we understand it?

Scott Curan: Yeah. And I love it. Isn't it fun to think about just adding one word in the front of that and how it can change the way we think about it and look at it? Right. There's storytelling in all of our lives and our families and our communities and our work. And then there's impact storytelling. I think it's fun. Take a beat and think about what that means for you, your work, your family. Like, we can tell stories about our day, but what if we tell our most impactful story? And the reason it matters to me and my work is having worked at the intersection of law, global philanthropy and now sort of the wider umbrella of social impact which encompasses the work of nonprofits businesses serving a social impact end or social enterprises an increasingly popular and common space in between the two. 

Telling your most impactful story is usually the thing that helps you identify and communicate your competitive advantage. Right? So if I'm just taking the world of nonprofits, or even schools and educators, right, which for the most part are nonprofits, the vast majority of them, and they're trying to have an impact on the world around them, the lives they serve, the communities they serve, and the world in which they're located, in which they serve. How you make an impact is usually going to reveal your competitive advantage. And so if you're just talking about nonprofits, for example, as just a straw person we can play with for a minute, nonprofits are an incredibly competitive market, right? There's lots of nonprofits serving very common causes. And many of them that seek funding have to be competitive in their market to attract funders donors dollars that help fuel their work, right? 

So they have to tell their most impactful story to compete in that marketplace. That's true for anybody who's ever had to fight for a budget dollar or who has to advocate for their program or their activity to survive, much less thrive. And so impact storytelling for nonprofits, but really for everybody, in my view, matters more than just storytelling alone and being able to say what is uniquely ours to give, how we uniquely show up in the world, what our work uniquely does. To transform the lives and communities we serve is most often the biggest and best part of marketing your wares in the nonprofit space, or really in any impactful space, including, but not limited to schools and education. And so storytelling is so fundamental to everything we do and how we interact and how we engage and how we show up in the world. But impact storytelling takes it to another level and it's full of promise, possibility and opportunity every day. And to focus on that, not just storytelling, but the impact we have. And impact storytelling that results can really be transformative. It can separate good from great

Tyler Vawser: So is impact storytelling something you can do every day and you're trying to find new stories, fresh stories? Or is it more like the one big story that your organization tells over and over again?

Scott Curan: Both and both and both and never, neither or always at both and I think there's power in that. So yeah, it is going to be that through line. I love the quote, vision drives mission. And where focus goes, energy flows. So if you have a big vision or a big bold goal that you're pursuing, let's say a school district, a department, a teacher, or in my usual world, a nonprofit that's serving a charitable purpose or attempting to achieve a specific top line outcome, that's going to be that through line. That vision driven mission that they're focused on and telling an impact story around, that is usually what's going to keep eyes on donor dollars in and fuel for that vision driven mission. 

So in that regard, it is this top line evergreen story that you're always trying to tell as an organization. And it's something we do every day, right? For me, certainly, I've got a lot of well caffeinated enthusiasm. I work solely in the social impact space spanning sectors, right? Philanthropy, nonprofits, private sector and social enterprises. So I'm always in the space of vision driven missions. But I believe we have that in our lives every day if we're doing it right. And that's certainly a privileged lens to use. I acknowledge that. Right there's a lot of people just trying to get by and that's definitely a part of many of the communities we serve, whether that's as educators or as nonprofits or otherwise. But I think that the best of us are always looking at an evergreen vision driven mission and hopefully pursuing that in an impactful way every day. And so it's a both and it's both an evergreen long term vision and it is something that we do every day.

Tyler Vawser: When you're advising or consulting with a nonprofit and you're having these conversations about we need to find our impact story, like let's start talking about it. What do you think holds people back? Right? Maybe you're confident that you're going to find one, but the client, the nonprofit in this case is thinking, gosh, we tell stories all the time but I just don't know what it is that's really impactful for us. What are the mistakes or what are the hesitations or what are some of the self driven doubts that organizations have about their own impactful story?

Scott Curan: I would say two things overlooking the beginner's mindset and then drilling down on what is uniquely theirs to give. First, the beginner's mindset, most of us, including but not limited to nonprofit leaders, are so steeped in what we do every day. Pick your title, your role, your job, right? We're so in it and just what has to be done next. We get caught up in the monotony of life and whatever today's pressure might be or whatever, I just got to get through the day and we all have those days. But in the process of that or a new school year kicks off and everything's really focused and intense at the beginning and we're feeling really good. But then November, December, or February or March sets in and we're just in the soup, right? Or I'm stuck in a big client project or whatever. And so we overlook that beginner's mindset of what we do at our core. And so I find a lot of nonprofits that I work primarily with growth stage nonprofits. And when I talk about growth stage, what I'm signaling there is I tend not to work with startups and I tend not to work with organizations in crisis and I can unpack that if it's helpful. 

But I'm working with those that are at a pivot point. They're in a growth stage for one reason or another. They're coming off a strategic plan. Maybe they've had change management. Maybe they are coming out of a funding cycle, their grant has ended or maybe they're coming into a new one. They got some of that sweet Mackenzie Bezos money. And yes, I've worked with those organizations that had that check show up or they successfully got a big grant, and I'm working with one of those right now. They got a transformative grant I mean, tens of millions of dollars to pursue their big, bold goal. Those moments have magic in them, but you don't have to wait for that pivot point to spend that time.

So what I always encourage the clients I find who are stuck, or at a pivot point, I'm usually saying, what's at your core? Speak to me like I'm brand new to you. Tell me what you do at your core. What is the thing that is uniquely yours to give? That was number two, right? Take me back. Give me a beginner's mindset. Pretend I just met you. What do you do? And I'm listening for that. What is uniquely theirs to give? But because we get caught up in the day to day, the monotony, the task list, the challenges, the moment, the hassles and pains of every day or living life, we sometimes forget the magic of that beginner's mindset. Explaining to someone what you do, right? I'm a teacher. I teach fourth grade. I teach reading or English or science. I transform lives. We lose the I transform lives why we got into it in the first place. Traditionally, on paper, you might say I'm a lawyer, right? I went straight from undergrad to law school. I practiced corporate law starting at 24, and then I left it five years later and went on a new career journey that I'm still on today, right? I'm in this adventurous career thing, but a lot of people see me on papers. I'm a lawyer, and I just spoke on a panel to law students two weeks ago today, and I said, hey, you're at this magical moment, the beginning of your career. They spent the whole week hearing people tell them the next three years are going to be brutal. It's hard, it's competitive, people throw elbows, et cetera, et cetera. And I was like, but wait, take a minute and look at this. 

This is the beginning of a journey. And never forget this moment. I remember it crystal clear. And that was for me 22 years ago, but I still remember that magical moment. Never lose that sight, that beginner's mindset of who I am and what I do in the space. There's power and magic in the beginning and remembering what that is really, really matters. And we forget it too often when telling the story of who we are, what we do, and how we show up and how that helps transform lives and communities.

Tyler Vawser: That's really helpful. Yeah, I think that's really helpful. And the reason is because I think we take education for granted, right? Just go back 50 years ago and then 100 years ago, and public education did not look like it does today, right? It was not serving everyone. It was not as pervasive. It was not as structured and focused on the whole person, the whole student, right? So I think that's really interesting is that we can take education and other services that have become common as we just take it for granted.

Scott Curan: Yes. And we're the place where an increasingly larger number of kids, especially those in need, spend the majority of their day kids spend the majority of their day if not sleeping in school. And that's a powerful thing. And that to me is that beginner's mindset, like school, is where kids spend their time and transform as humans. That's a great impact storytelling start right there, right? And then you multiply at times every kid and think about their story. Then you multiply at times every teacher they encounter in a day, every subject that opens their eyes and minds to what they're experiencing. 

I have a brand new middle schooler who just started 7th grade last week and a high schooler who just started high school two weeks ago. I don't lose the beginner's mindset with them. I have to remember what they're experiencing. And I literally think about it as this world is getting bigger for them every day, with every experience they're happening. I heard my daughter last night not talk about a transformative experience she had in a class yet, but about a teacher who helped her open her jammed locker. And she told me the story of it. And I thought about the impact that teacher was having on her. Because it's not a teacher she has, but it's a gifted and talented teacher that taught my son who she knows through that experience and who she now. Made a connection with and who she saw as an adult who helped her open her locker during a time restricted passing period where a jammed locker can be a traumatic event for a student in their first week. And I thought about the care of that teacher to take that moment to connect with her and help her and make the personal connection and how that's going to impact my daughter over time in that relationship, which remains yet to unfold. 

But I think about the beginnings of that and how that experience is unfolding for her and my son, who's thrown himself fully into the high school experience. He's doing band and running cross country and throwing himself into all the things. And it's this incredibly powerful beginning of a new chapter in his story. And I literally find myself every day excited to hear what's next, not just as a parent and not just as a fan of our education system, but knowing that this is unfolding in ways none of us can yet anticipate. And there's going to be so many cool chapters in their stories as we go that's going to transform their lives the same way those impactful teachers in school environments transformed mine and continue to transform mine.

Tyler Vawser: Yeah, that's really good. Impact storytelling seems a bit luxurious, right? Like it's something nice to do if you have the time. Can you use impact storytelling when you're delivering critical messages, something that's urgent, it's sensitive. How can you use impact storytelling when that's the type of communication that needs to happen?

Scott Curan: Yes, you can. The How, is do it every day. Make it second nature. Build the muscle as you go and grow. Right? It's like going to the gym, right? If you go to the gym one time, you're just sore. Even if you did all the exercises in the gym that it makes possible, if you do it all at one time, you're just going to be sore and you're never going to to go back. Pattern recognition and repetition produces results, right? So you start it, you do it, you keep doing it. So when it's difficult, right, a difficult moment, a challenging circumstance, or how it's going to work? Let's just stick with the locker for a second. Hey, I know this is frustrating or stressful, but don't worry about it. It's going to be okay. This will become second nature to you. You'll learn how to unjam the locker yourself or position your binder so that wonky binder. That's required to have but doesn't quite fit in the locker that causes the jam locker. We're learning that that's the cause of our daughter's jammed locker positioning it the right way so that it decreases the likelihood that this is going to happen. That's problem solving in real time. Right?

So let's talk about whether it's a challenging student or a colleague situation, or maybe you're a supervisor, a manager, a leader who's giving difficult feedback. Yes, it can be used in that moment. Right? Because we're all living the story of you, right? We're all living the story of us. We all are all the hero of our own journey. We are, right? We all care about us and the journey we're having. Those of us in service professions are required to care about the people in our charge, right? I'm a consultant. If I'm wearing my hat as an attorney, whatever the case may be, my client is the important person in that equation, and I'm there to serve them. If I'm a teacher, it's my students, my colleagues, my school, my district, my community. 

So let's say we're having a challenging moment with a colleague or a student. Hey, I know this is a struggle or I know this is a difficult situation or a hard piece of feedback to receive, but you're on a path to greatness, and I'm just here to help us get there. And this is one of those bumps in the road or stumbling blocks that we're going to get over together. And today's conversation is about that process. I just told the story of you. I didn't say you screwed up. I literally had this conversation with a colleague, and that mirrored a conversation we're having with a client who we're guiding through an extremely difficult leadership challenge. Right now, we're guiding the board through managing a CEO through a very difficult period. Let's turn that into a story of success. Let me be clear. It's a brutally hard situation, and I don't have high hopes it's going to work out great, but it's very negative. There's negatives all over it. It's quite a crisis type situation for the organization, but we're having a positive mindset, and we're trying to tell the most positively impactful story and assuming success in the process, which is a huge part of it. Let's assume we're going to get through this. Let's assume we're going to succeed. Let's chart the path through that. And that's the story of them coming through this difficult situation. So using impact storytelling, let's assume this was a challenge you faced on your hero's journey, and let's look at what the success path looks like, what has to be true for us to succeed and achieve. So that when we look back on this some period of time from now 30, 60, 90 days, six months or a year. We look at this as a transformative opportunity, a great challenge that you overcame in your story. And that's the power of it. 

It sounds a little high and mighty to say, impact storytelling, what is that? What does that mean? How does it work? And we talk about the how of it, because the how is that nitty gritty of putting things on paper and saying, this is how we get here, from A to B or A to Z, as the case may be. But it's true for every one of us. If you look at your life as a whole story, then every day is a page in a chapter in a section of that book. And so if you use this frame and adopt it to any given situation, any given day, challenge, opportunity, the life of any child, peer, colleague, community, it works. It's an overlay and a lens you can use in every single part of life and work. I have yet to find it not work.

Tyler Vawser: Yeah. So just to define impact storytelling a little bit more before we continue, is it just reminding yourself of the vision and the mission of the organization and then trying to bring that thread into every story?

Scott Curan: Yes. And it's what is uniquely ours to give. So you said, what are the two things that organizations are overlooking when I consult with them? So if I find a nonprofit or an organization struggling with articulating what they do or how they do it, or found somebody saying, I'm stuck in the mud, I'm spinning my wheels, whatever metaphor you want to use, say, well, what do you do? Tell me what you do. Okay? And they can explain that to me, and I can use a couple of examples if it would be helpful. But then I say, well, what is uniquely yours to give in that? What is it that you do? What is your superpower? What do you do better than anybody in the world? That's your impact story, right? I can be an attorney in some moments. I can be a consultant in some moments. I can be an expert in philanthropy or nonprofits or in the wider social impact world. I'm also a teacher myself. I teach a law school class at my old law school, right? So there's moments when I show up as an adjunct professor at my law school and the students see me in that role. 

So what role, what hat, what cape, if we're going with superpowers, am I wearing in this moment, right? And teachers know this because sometimes you're delivering content to students on the subject you teach. Other times you're there as a shoulder to cry on, a safe space in which to share something, a mentor and a guide or somebody who gives that rocket fueled shot in the arm in the moment that changes a kid's lives. And we've all had those teachers, myself included. And sometimes it's a moment, and sometimes it's a lifetime experience. So impact storytelling is how you show up and what your role is in that moment. Right? 

Within SchoolCEO, we have some really simple, very accessible frameworks. We know what most people are, right? And you can go I don't want to say bottom up, top down from a hierarchy or importance perspective because I don't believe in that. I think you don't have to be the boss to be a leader. So important. You do not have to be the boss to be a leader. And I was thinking about it in the traditional sense. I was like, where do I start? Do I start with superintendent, principal, department chairs, teachers, support staff, custodial staff, et cetera? But one of my earliest experiences was with a custodian in my elementary school who was so nice to everybody all the time. And we've all seen now with the advent of iPhones and TikTok and social media, we've seen tons of heartwarming stories about those people and how transformative students and teachers and administrators lives are with those people. And so I don't believe in top down, bottom up. I understand hierarchy and structure in workplaces. We all do. We don't need help on that. But knowing that everybody is a leader and everybody has an impact on the lives around them, you don't need me to tell you that. 

You see it all the time in those stories. But if you know what your role is in that space every day, and you know what opportunity you have to impact people, that is your impact story. And it's right there and immediately accessible to everybody, this is not out of reach. This is something we all have and do every single day. How I show up here with you, how I show up on my next call with a client, how I show up with my colleagues and articulate the vision for what we're going to do together and how we're going to help an existing client or a prospect or someone else who came to us and said, hey, we're facing this incredible opportunity or a challenge. How do you recommend we get through it? Who and how we are every day in the roles we play is part of our impact story. It's who we are and how we show up in the world. And to me, there's very few more inspiring professions than professional educators and those who work in that ecosystem. Yes, it's the teachers, yes, it's the principals. And both of my in laws, my mother in law and father in law were both educators who became principals at neighboring schools in a very small town in Oklahoma. And my mother in law stayed in it after my father in law retired and she became superintendent. 

So I've seen it firsthand. My sister in law, same side of the family, is a science teacher. I hear and see it in her work every day. I've got kids in school. I'm going to curriculum night tonight in a high school for the first time ever, and I can't wait to see this alive. And you see it in the teachers who get this. They don't have to use the words impact storytelling, but they know what they're a part of. They know they're teaching more than the subject they teach on. They don't know any more than I do which student's life is going to be transformed this semester by some interaction or experience they're going to have. But I would offer this. If impact storytelling as a framework, as a concept, or an idea, or as a practice is new to you, put it to work. Give yourself permission to be an impact storyteller for and about your own life and your own work first in the lives and day to day work of the students, the school, and the community you serve, and start wrapping the stories you tell around that. And we can talk about how if that's helpful. I'd put a really intentional pause there to say we can get tangible.

Tyler Vawser: Let's do talk about how. But I guess before we get there, what I like about what you're saying is that it's not just at that organizational top level, right? Obviously, it's great if it gets there, but starting at the bottom, so to speak, having every person kind of know their own impact story, have their own, for lack of a better word, brand and understand how their work fits in with a larger theme throughout their career. Their life. Their personal life. I think that's really meaningful, and I think individuals often discount that. And they're looking at the larger organization. But what a great foundation to build an impactful story upon, right? If you're a superintendent and you're wanting to build that, helping individuals, teachers, custodians, bus drivers understand their own impact stories along the way.

Scott Curan: Yeah, if you're a leader, if you are a principal, a superintendent, a department chair, whatever the case may be. There's no small roles, right? Only small actors. That's just for the drama folks out there. There are no small roles, only small actors. Every role matters. Every role is important and every role has a story to tell. Otherwise it wouldn't be here, we wouldn't be doing it. And set your vision, set those goals high. And when we get into talking about the how, the first thing we're going to talk about is goal. Your goals should be big. There should be a big bold goal. Your goals should be slightly out of reach or they're not big enough, right? Some of them should be, right? You should have a big bold goal that you're working towards. 

Have the best year ever to be the best science teacher in my department, to impact, to ignite a fire in the lives of students who may not have seen the power and possibilities of science. And then pick your other topic and you can insert that there based on whatever subject you teach. You can have big bold goals and should have big bold goals and then supporting goals that help you get there. But you don't have to have the biggest, best or desired budget. You don't have to have all the things you might need to still have an impact on a day to day basis. And that's important, right? That mindset matters. Mindset really, really matters. And to know that even if we don't have ideally everything we think we need, we can still set the vision that might help us get there and have the achievements that help make an even stronger case for those resources down the road, right? Schools, especially public schools, are generally resource restricted. They don't have enough of what they need to do all the things they want. But if they set the vision for achieving that and start explaining the transformation in the lives and the communities they serve, that would be possible. If we achieve it and start showing successes and what has happened as a result of those successes and then make the argument for what would be possible if we could do more of that, if we could pour gasoline on that fire. 

If we could take Good and move it to Great, that's going to be a very compelling story that talks about the impact we can have if we just get the budget allocation this much higher, or if we can get this grant, or if we can partner with this organization, or opportunity to pick the topic. It's fine to have well caffeinated enthusiasm about this concept or this idea of telling impactful stories and seeing ourselves as part of this journey, our own and those we serve. But how? The business of how is super important, right? It's great to want to have a positive impact in the world. It's great to be a nonprofit that serves a charitable purpose and you can pick it and we can do this for hours. Right? Food insecurity, housing insecurity, environmental degradation, plastic in the oceans, just go to dog rescue, you pick it. You can do this for a very long time, right? Underfunded public schools, books being banned in libraries, et cetera, et cetera, there's all kinds of challenges that are out there. It almost becomes overwhelming. It's almost too much. And that's when we sort of revert to the day to day and it's easy to get bogged down in the challenges. 

There's power in the enthusiasm and opportunity of impact storytelling. And it starts with the first part of the how. I love the framework of the GPS storytelling model. Goal, problem, solution, GPS. It's easy to remember, right? We use GPS to provide direction in our vehicles or as we're walking or running, whatever the case may be. But use your GPS. So the how of impact storytelling should use the GPS system. Goal problem, solution. And this works. And in my experience, it works at scale and it works sustainably. My goal as an educator, as a teacher this semester is to blank the problem, or problems, as the case may be, that I have in achieving this goal. Are this the solution is this my goal is to have a positive impact on the lives of students I teach. The problem is I'm underfunded, under-resourced. My classroom is bigger than it's ever been. I've got more students than I've ever had. I have more challenged students than I've ever had. I've got more hungry students, distracted students, more iPhones in the classroom than I can shake a stick at, and no policy preventing them. This is something being discussed in our school districts about the phone use and what's allowed. 

And I hear about this from my own students who are still in their first my own children who are students in their first week at their respective schools are talking about the kids using phones, being completely distracted the whole time. And I'm like, well, they're not getting the education the teacher is trying to deliver. Then I think as a teacher myself, as somebody who teaches a law school class, I told the students, I said, I have to give you a big reveal here. I can tell it's so easy to see when you're standing up here, who's under the table with their phone, who's clearly not paying attention, right? The beat is off. They're not nodding their head. They're not smiling at my silly jokes. They're not alert when I'm saying something that I know is going to grab their attention. I was like, just so you know, I can tell there's various levels of how much I care about it for grad students taking an elective course, but you can tell the problems can be myriad, right? It could be I'm underfunded, my class size is too big. My students are too distracted. They're coming to school hungry. I teach a class late in the day or after lunch during the energy slump. Whatever the problem is, and the solution reveals the opportunity in front of us, right? How do I address that challenge to help them overcome this so that this is nothing more than a speed bump, or that we find our way around the challenge? But I love the GPS model of goal problem solution, and that works at the macro level. The year long, big, bold goal. I want to be the best science teacher at this elementary school. I want to have a greater impact on the largest number of students ever. I want to get through the challenge of COVID and remote teaching just a couple of years ago. The goal is how do we get through this unprecedented challenging time? The problem is we're not in school together. We're teaching via electronic means we've never had before. The solution is to lean in, show up, work hard every day, and try to connect and communicate with these kids through this new method in the best way we can. And within that, by the way, under each of those, the G, the P, and the S, there's supporting pieces, they're supporting goals, they're supporting problems, and they're supporting solutions. 

But I love that method for getting to a bigger, bolder vision of how we tell, by the way, isn't that a great impact story right now? How we got through it now, we didn't get through it perfectly. There's all kinds of lingering effects that remain part of today's problems. Kids are further behind. Their scores aren't as high, their capacity isn't where it's supposed to be. The goal now is to tackle that curve as quickly as we can to get those kids up to speed. The problem is we're trying to teach them this year's content while making up for the deficiencies that happened before. The solution is something we'll have to define together, and you probably already have if this is familiar to you, and that will be your next impact story. And my guess is, when the kids who are slightly behind on the curve because of the pandemic challenges graduate from high school and or college, that's going to be part of the stories told. My guess is for those who've seen graduating classes in the past year or two, they've already told those stories at commencement about how we were hit. Our goal was to get through your K, through six middle school or high school or collegiate careers with the best, most quality education possible. But we ran into a problem. We had this pandemic and it threw everybody off their game and required big Pivots. But we found the solutions: Zoom was available to most, if not all of us. We figured out ways of connecting when connecting in person was no longer possible or was made more difficult, and we overcame that. I think that has probably been the story told at multiple graduations in just the past couple years. 

Again, it exists at the macro level and the micro level every day. But the goal, the problem, the solution try that out as a framework with a kid who's underperforming. Hey, Scotty, I see you're not applying yourself as much, and we want you to have the best possible experience in 6th grade. I'm thinking of 6th grade, Scott Kern. We want you to get ready so that you can attack Eisenhower Junior High at your highest and best capacity. The challenge we've run into, Scott, is we're seeing you're not applying yourself. You seem to be struggling with math. Oh, gosh, do I struggle with math. That story has not changed, but we've got solutions to help you, and it looks like this. Do you need a little extra support? I noticed you're sitting at your table with your buddy Joe. Should we move tables? Do you want to set up your Trapper Keeper, your folder, so that you're really focused on the worksheet in front of you and not what's happening in the classroom around do we and these are all real stories, right? These were things that people did to help me be a better student. I was always at my best. Scott could achieve more if he applied himself. I am certain there are people listening to this who know those students. And so I know that we can use this frame because it's worked for me in my own life. The goal is to help Scott with math. The problem is he doesn't seem that adept at it or excited about it. The solution is giving him tools to help him be more focused or do better when he can. So again, it will work. I believe that is use the GPS to guide you on your impact storytelling journey.

Tyler Vawser: Yeah, that's really helpful.

Scott Curan: If there's one, takeaway it's that use a GPS to start using and begin building an impact storytelling practice for yourself, your work, your own career. This works for your own career. Where you want to go? Maybe you're a young teacher who wants to become a senior teacher. Maybe you are looking for tenure. Maybe you want to step into a principal role. Maybe you want to become the superintendent. Maybe you're a parent who wants to be on the board of directors. I'm sorry, the Board of education. Maybe you are a volunteer like my mom was at school who wanted to have a positive impact as a part of the community and in your kids'lives. It works. It so you know, I'm a huge fan of the quote that there are no passengers on spaceship Earth. There's only crew. Every single person has a role to play. There's something that every one of us can do to show up in the lives of the students and the communities we serve. And I believe everybody can and should be part of a positive impact story. And if you've read a book that you thought was okay, followed by or preceded by a book you thought was spectacular. Ask why. 

My guess is the story had a bigger impact on you. It resonated with you more. It was better written. I think life's better lived when we have greater impact. I know that the teachers that inspired me and the schools that provided me with the greatest, most exciting opportunity unapologetically led with an enthusiastic vision of how this experience would transform my life and lead to better things for me. Even if that was going from elementary school to junior high and from junior high to high school and from high school to wherever you go after high school. It's college for some and it's not for others. But knowing the transformation we make possible in that process is amazing. And K through 6th and 7th and 8th grade, for those of us who have that junior high set up, or for freshman through senior year, it doesn't happen at once. It doesn't even happen year by year. It happens every class with every teacher, every day. And when you look back, it's those individual experiences along the way that transform our life from where we started to where we end up. And it's that experience that leads us to what comes next. And that is the incredibly awesome power of a teacher in the classroom every day.

Tyler Vawser: Yeah. What I like about that framework is it works for past stories. But I also think and you were talking about this for future stories, it can pull a community together. It can get people rowing in the same direction, to use your analogy. They can become part of the crew to achieve something that hasn't happened yet, but is still a story that's being written and being built. And I think that's really helpful because a lot of times, at a personal level, I think of stories as me telling something that has happened, but not necessarily casting that vision of what could happen and why we need to tell this story so that we get to where we need to be, even though we're not there yet.

Scott Curan: I think the stories yet unwritten are I mean, there's a great song called Unwritten about stories yet unwritten. Right. The power of the blank page Every teacher I've ever met, with very few exceptions and none I can think of, approaches the new school year with incredible enthusiasm. And it's a blank slate. It's the unwritten page. And so, again, if you keep with the theme of impact storytelling, how do I make this year, this class, the students life, the most impactful as possible? And isn't that our goal? There's very few people I know who are just waking up every day to dial it in and achieve the bare minimum and just get to the next day and do it the same. We all want to have an impact. I fundamentally believe that humans are hardwired for good and that most of us want to make a positive impact in the world around us. I definitely believe that to be true of the teachers I've known in my life and my experience both as a student and now as an adult and as a parent. I see that promise and that opportunity in the teachers that have served me and that serve my family and with whom I've taught. And the ones who are excited about those unwritten stories are rocket fuel for the soul. Yes. 

And to the unwritten stories, you can always use it as a framework. Looking backwards, I always say you can connect you can only connect the dots. Looking backwards. Right. It all fits together and makes perfect sense when you're looking backwards. Hindsight is 2020. But those enthusiastic teachers who stand up at the front of the room or maybe even on the desk, Dead Poet Society style and articulate a big, bold goal. And then tell the students that they're part of that journey, invite them along. There's incredible power in that. I think most teachers have this in them already. I think it's ingrained in them. I think they self select into this kind of thinking. And I've been so inspired by them that I aspire in my one little adjunct law professor class that I teach, to try to bring the best of those teachers who inspired me to that classroom. And then the principals and the school districts, that all you can tell are all aligned around a common vision and purpose and are completely motivated to get it done. 

Those become the great movies we watch. Those become the stories that fill our soul and make us well up and get excited. It's not just it is also but it is not just on the football field or basketball court or cross country field or in the band room or in the drama club. Those are all places these things happen. But so many of us have a frame of reference with a teacher who took that extra minute

Tyler Vawser: Scott, you have a really incredible career in politics, in nonprofits, and in the course of your career, you've worked with some very high level leaders, including presidents of the United States. And so I'm kind of curious to hear from you. What about storytelling as part of that internal communication? Right. For most of us, right. We're seeing the politician that's giving the state of the union, and that's obviously very different than what's happening behind closed doors, those staff meetings, those kind of moments where you're trying to bring the staff together and bring them into a narrative that that's then going to be pushed out into the public. So I'd love to hear from you. What have you learned about leadership and storytelling and just navigating the work from presidents of the United States and other leaders that you've worked with that have gotten really good at telling that story to their own people?

Scott Curan: Yes, I have had a super interesting career, almost none of it by design. I always say there's happy accidents, and I've been very lucky. But luck does favor the prepared, and I can connect the dots looking backwards. I do love that quote that you can only connect the dots looking backwards. And so when I look back at my career, I went straight from undergrad to law School. I was practicing corporate law at 24. I was in a pretty traditional career at a corporate law firm. I took a big pivot and I went back to school. I got a master's degree in public service in Arkansas. And then that pivoted me into this incredible career in philanthropy that I absolutely, at the time, had no idea how that was going to unfold. I never thought I'd go back to the law. I was doing program work on rural philanthropy in Arkansas. I was learning about parts of the country that I only had a passing familiarity with and was learning so much. And it was an incredibly awesome and enriching experience. And then I wound up accidentally starting the legal department at what became one of the fastest growing, most impactful, and certainly most scrutinized nonprofits in the history of human existence. And it was not easy to be the general counsel of that organization during the times I was. But it was an incredible experience and opportunity, and it opened the doors, as you note, to working with equally high profile individuals. I was working with the presidential foundation of former President Clinton, with whom I had no prior connection. So use the frame again, the goal, the problem, the solution. But that's how you navigate this work, right? The leadership is there's always some big, bold goal. There's always some mission driven vision. And this is true for those high performers, A list, household names and mom and pop shop, street corner nonprofits in the Chicago suburbs alike. They have a vision, they have a goal. They know how they want to get there. I would posit that those who tell a more impactful story have a greater opportunity to get there. And I think the real takeaway here isn't big names, cool stories, and outcomes. It's that the same model is available to every person who has an impactful story to tell. And I would offer that every single person has an impactful story to tell.

Tyler Vawser: That's a great place to end it. Thank you so much, Scott. I appreciate your time, your expertise, and especially your passion for this. I think it's clear that your passion, your expertise is about helping others tell the story of their own passion and making sure that that is not lost on just energy. But it's actually impactful and it reaches the right people and that story gets told.

Scott Curan: You have nothing to lose and everything to gain from starting and trying this out. So let that vision driven mission be the guide and let that goal, problem, solution, framework guide the process and start trying today. No matter who you are or where you are in your world and in the lives and communities you teach and serve, capture those stories. Piece. Use that simple framework. It's at work for the best in the world. It should be at work for you, too.

Tyler Vawser: Wonderful. Thank you so much, Scott.

Scott Curan: Thank you, Tyler.

Beyond's Tips for Conference Success Featured in Quartz

Quartz spoke with Scott Curran regarding his advice for success at big conferences such as CGI and UNGA. Check out their piece, below!

UNGA 2022: Pace Yourself

Greetings, UN delegates and UNGA watchers!

There are a dozen or more UNGA and UNGA-sideline events to choose from today, plus a handful this weekend should you be inclined.

Consider this your warmup. The calendar goes from manageable to absolutely chaotic starting Monday.

With that in mind, we sought the advice of Scott Curran, the founder of social impact consulting firm Beyond Advisers and former general counsel of the Clinton Foundation, where he learned a lot about getting the most out of very big conferences. Here’s what he recommends:

  • Plan the work, work the plan. Set aside time to peruse the schedule, pick a manageable number of can’t-miss sessions each day, and then really commit to them.

  • Claim your spot. It’s hard to have the experience you want if you’re lining the back wall with the other late-comers, Curran says. When you arrive, grab your seat right away, before you get coffee or do any hallway mingling. (Just set a jacket or a notebook on the chair to save your place.)

  • Prioritize on the fly. You really might have wanted to hear that panel on food system resilience, but if a chance meeting in the hallway yields a promising connection, be flexible enough to go with it.

  • It doesn’t all have to be substantive. Leave room for a cocktail party or two. Curran’s firm is hosting one and he can’t wait to toast with old friends, and see clients he’s never met in person because of the pandemic. “We’ve all learned: connection matters, relationships matter,” Curran reminds us. “Fun should be part of it, too.”

  • No networking in the restrooms. “We’ve seen this happen,” Curran laments. Seriously, just don’t do it.

  • Bring business cards. Can we not just trade LinkedIn QR codes? “It’s not an either-or,” Curran says. “It’s a both-and. It doesn’t matter if I’m old-fashioned or not, it matters if the person I want to connect with values that.” Ok. But we note that hardly anyone had business cards this year at Davos. “Which I might argue makes them even more valuable,” Curran says, as you’ll be more likely to stand out. Touché.

In every Need to Know: UNGA 2022 email, our “What to watch for” section will highlight a handful of official sessions and sideline events scheduled for the coming days. Meanwhile, at, the risk of overscheduling ourselves, we invite you to send us tips, along with your argument for or against business cards.

Beyond Advisers and Social Impact Law Featured in ABA Journal

Beyond Advisers was featured in the April/May 2020 issue of the ABA Journal, where founder Scott Curran addressed how lawyers can both make money and do good through social impact work.

Check out the article below for more!

quxAAEVw_400x400.jpg

Corporate lawyers can help clients change the world—and bill for it—with this growing practice area

Jenny B. Davis

Ten years ago, New York City corporate lawyer Chintan Panchal left BigLaw to found a different kind of firm—one where he could use Wall Street-style deal structures to make a difference in the world and get paid for doing it.

“Everyone was like, ‘This doesn’t make sense, it’s just philanthropy—you’re going to have to get back to doing real work,’” he recalls. But I said, ‘No, I think this is the future.’”

Panchal was right. Today RPCK Rastegar Panchal boasts two offices—in New York City and Vienna—and a list of clients merging mission with for-profit business methods in areas like public finance, fund formation and social impact investing. Panchal regularly works with advisory firms, private equity firms, family offices and others involved in impact-focused investing, and he’s even helped entrepreneurs bring solar power to areas of sub-Saharan Africa through cellphone chip-based payment systems.

Dubbed by some as a “fourth sector” of entity organization along with private industry, government and nonprofits, so-called social enterprises are often mentioned in context with such buzzy words as “blended-value” and “for-benefit.” The goal of these companies and impact investing is to generate revenue while prioritizing social missions, including the “triple bottom line” of people, planet and profit.

What social enterprise and impact investing is not, Panchal says, is a specific asset class, deal type or business structure. “Rather, it’s an approach—it’s a philosophy of doing business,” he says. “Taking a dollar and turning it into two is important, and it’s at the core of this, but the reason you do it and the direction you do it and the context in which you do it and the big and little decisions you make along the way are informed by this notion that you are driving progress toward solutions to some of the biggest challenges that we face as a society.”

Ultimately, he says, the goal is approaching social problems as opportunities “and using market dynamics, the profit imperative, as the engine to address that challenge.”

Even nonprofits have become players in this for-profit world, says Scott M. Curran, former general counsel to the Clinton Foundation and founder of Beyond Advisers, a Chicago-based social impact consulting firm. “Nonprofits are increasingly considering financing models that look a lot more like private sector activities, so they’re not dependent on giving-based models of support like grants and donations,” he says.

A blended approach

Lawyers who practice in the social enterprise and investment impact space say their structures vary depending on the deal, but all agree: This is not pro bono legal work. “It’s no longer about making money or doing good, it’s about making money and doing good,” Scott Curran says. And there seems to be an ever-increasing amount of both in this sector. Impact investing assets under management are increasing at an estimated 13% per year among active impact investors, according to a 2018 survey by the Global Impact Investing Network. The same survey found impact investments overwhelmingly meet or exceed investors’ expectations for both social and environmental impact and financial return. (However, not all impact investors actually expect market-rate returns.)

Many corporate firms already provide the type of services typically involved in social enterprise and impact investment law through existing practice areas like finance, tax and entity formation. While these areas may already be engaged in the impact space, it’s common for the work to be fragmented, uncoordinated efforts spread across many practice areas.

But as demand increases, many law firms are moving to form cohesive and distinct practice groups and working groups to better organize, scale and market their expertise. “If clients demand it and if talent demands it—and they are—the most competitive firms will simply have to have it,” Scott Curran says. “My message to the legal community is that you need to be building this, not just reacting to it.”

But New York University School of Law professor Deborah Kay Burand, co-director of the Grunin Center for Law and Social Entrepreneurship, cautions that success in the social enterprise and impact investment space requires more than just a mastery of corporate legal skills or a marketing alliance.

“A lawyer who is working in this area must develop emotional intelligence and the ability to ask the right questions of their clients to find out what they’re trying to achieve and how they want to act in pursuit of those goals,” she says. “If you just say, ‘Oh, I know how to make sure you’ll get your money back in a transaction,’ you might have missed the whole reason the client is there.”

Refining the model

Orrick recognized the market movement early and was among the first to organize a cohesive impact approach. In 2017, the firm appointed Perry Teicher, a lawyer in its New York City office, as its first dedicated impact finance attorney. Teicher leads the firmwide Impact Finance and Investment practice, and Orrick bills this group as the first of its kind to be formed by a global law firm.

Not only does Teicher personally practice in this area—he’s counseled Blue Forest Conservation on the development and structure of the Forest Resilience Bond and has advised a state pension plan on becoming an anchor investor in a major global impact investment fund—but he also coordinates such efforts firmwide. The goal, he says, is to integrate, coordinate and support the myriad touchpoints involved in these often-complex transactions.

Teicher says having a clear structure in place is key. “There’s a lot of value in having a practice group that’s structured; that says there’s a home for this type of work.”

Chicago-based Chapman and Cutler is another firm that formalized its efforts in this area with a Social Finance and Impact Investing cross-disciplinary team.

“Chapman and Cutler was founded over 100 years ago with a substantial public finance practice, and over time it has evolved into a firm that is focused on all areas of finance. So for us, it made perfect sense to take that expertise and use it in the social impact space and to be more cognizant of the work that we and our clients were already doing in the social impact space,” partner Amy Cobb Curran says. She is a leader in social impact bonds, often called “pay for success” bonds, and since 2014, she’s represented investors and others in finance deals to address such social issues as early childhood education, homelessness reduction and recidivism reduction.

One transaction she worked on in 2016 involved young people caught up in both the criminal justice and the foster care systems. It was an experience she describes as both a great mental challenge and eye-opening. “These deals are hard,” she says, “but it is so rewarding to help, in some small way, the folks that deal with these social challenges every day.”

Amy Cobb Curran says her firm was particularly well-prepared to home in on this sector because of its breadth of expertise across finance and tax. “In the impact space in particular, there are a lot of tax considerations that need to be layered on top of the general finance work.” But she adds that this expertise isn’t exclusive to larger law firms. “Any law firm can do this, and any firm should do this,” she says. “At the end of the day, shouldn’t we all be striving to make an impact?”

Those in midsize and boutique firms agree. “Like in business, there are a lot of social impact organizations that occupy a middle-market space, or they’re startups or smaller, so we are a good fit for them,” says Chad Buttell, a partner at Patzik, Frank & Samotny, a 35-lawyer firm in Chicago.

Buttell says he’s handling increasingly more impact work, even from clients not typically active in that space. “I just had a conversation with a startup client who said, ‘In addition to our business proposition and the return we’re trying to generate for our investors, we want to put together a social impact platform’—that’s pretty exciting.”

Catering to clients

Whether it’s a solo in a shared space or a corporate lawyer in a high-rise, Burand says the market is simply demanding more lawyers who do this work, and they’re answering the call. Over the past decade, she says the practice area has experienced a “sea change,” and she co-founded the Impact Investing Legal Working Group to bring lawyers who are spread across this diverse space together through annual conferences.

The first meeting, held in 2014, was small enough to take place in a law firm conference room. This summer, the IILWG will co-host with the Grunin Center at NYU Law its seventh conference, and Burand expects attendance to top 500.

As more and more existing clients decide to invest and expand in a more holistic way, Burand explains, the legal work will only increase. “It’s no longer a practice that you’re choosing, it’s a practice that’s coming to you.”

Lawyers agree that standing out in the impact investing market doesn’t just benefit a firm’s bottom line, it also helps a firm recruit and retain top talent.

“Law students today want to be doing complex work that’s meaningful, and having the opportunity to do that where the ethos is embedded in the firm is really powerful,” Teicher says.

Many students decide they want to enter the impact investing space after gaining exposure and experience while in law school, Burand adds. In a survey she conducted in 2017-18 measuring offerings by accredited American law schools in this space, over 30% of responding schools were supporting legal scholarship, offering classes (including experiential courses like transactional clinics) and sponsoring extracurricular student activities—and sometimes all three—that address social entrepreneurship and impact investing, she says.

“The firms that can offer a practice that is not only financially lucrative but also meaningful will be golden—they’ll be able to recruit the best legal talent and hold on to that talent,” she says. “If you can engage their hearts and minds, you’re going to have a field of lawyers who can serve impact-driven clients well and help the firm do even better, and that’s a double and even triple bottom line for the law firms moving into this space.”

This article was originally published in the April/May 2020 issue under the headline, “Practicing Social Impact: In this growing practice area, corporate lawyers can help clients change the world—and bill for it.”

"Beyond Pro Bono, Firms Put Do-Gooders in Top Positions"

Social Impact in the C-Suite of law firms is the future of how law firms do good!

Winston & Strawn recently created the C-Suite position of "Chief CSR Officer." The Legal Intelligencer contacted us for comment, asking whether we expect to see more of this in the law.  Boy, do we!

Check out the article below (especially last section) for more!
 

legalintelligence1.jpg

Beyond Pro Bono, Firms Put Do-Gooders in Top Positions

Lizzy McLellan, The Legal Intelligencer

Keeping up with their corporate clients, large law firms have set their eyes on charitable efforts beyond the traditional pro bono commitment. And one firm recently put the leader of those efforts in the C-suite.

In June, Julie Goodman became the first chief corporate social responsibility officer at Winston & Strawn, coordinating the firm's volunteer efforts and charitable giving. In shaping the role, Goodman said, she has looked to corporate clients, rather than other law firms—clients like Bank of America and Motorola. She said she doesn't know of any other law firms with a chief title for corporate social responsibility.

"We really need someone to pull it all together and look at it with more of a strategic point of view," Goodman said. "Law firms need to change like the rest of the business world."

Valentine Brown, partner and pro bono counsel at Duane Morris, agreed. She said positions like Goodman's are "the way of the future."

"Looking at social responsibility the same way that clients look at social responsibility is going to be necessary," Brown said. "It's more effective, and also clients are going to be looking for that."

Many firms, including her own, are already engaged in charitable activities other than pro bono, Brown said. But having a C-level executive overseeing those efforts highlights that commitment.

"Having a person in that role would help them demonstrate what they're already doing and present it in a way that's cohesive," Brown said. "It helps, especially in getting the internal actors in the firm to understand the importance of it. Also, it will help to show clients that it is something the firm takes seriously."

Unlike Brown, Goodman does not oversee pro bono, but she said she expects to work closely with Winston & Strawn's pro bono practice leaders, particularly when the firm has opportunities to volunteer nonlegal help for pro bono clients. She has been with the firm for 28 years, most recently having served in a human relations position before taking on her newest role.

Like any staff position, Goodman said, "there has to be a business driver" for adding a corporate social responsibility executive.

"It's important to clients, which makes it important to us," she said. "Another [reason] is to retain and attract the best talent ... our employees want to work for an organization that cares."

Chief by Another Name?

Goodman's title is unique, but many other firms have a person in charge of charitable work, sometimes including pro bono.

Bruce Gilchrist, the global citizenship chair at Hogan Lovells, oversees a team of 24 full-time employees dedicated to the firm's citizenship program. But he is also a full-time corporate and securities partner. The firm's citizenship program includes pro bono, volunteering, diversity and inclusion, sustainability and a matching program for charitable donations.

Firms may not need to dedicate an entire position to CSR leadership, he said. But the person who leads CSR should have authority at the firm.

"We've, I think, consciously wanted it to be partner-driven, and not outsourced [to an administrative position], but there's nothing wrong with outsourcing it," he said. "We made a conscious choice that it might need to be senior people to show other people that it's an important part of your experience and work for Hogan Lovells."

There's no one right model, said Reena Glazer, assistant director of the law firm pro bono project at the Pro Bono Institute. It depends on the firm's structure.

"Some of this goes to the professionalization of law firms," Glazer said—the implementation of corporate leadership models throughout the industry. "To the extent that a C-suite position lends gravitas ... that could be a good thing."

But if pro bono is put under a social responsibility umbrella, a CCSRO should not just be an administrative position, she noted.

"In many respects, running a pro bono program at a law firm, you're running the biggest practice group," she said.

Integrating pro bono with community service and charitable giving allows all of those functions to work more effectively, she said. But if executed improperly, it can muddy the waters.

"You want to be sure that the lines don't get blurred ... that you're not mushing in all of your volunteer and pro bono efforts," she said.

A Step Further

Still, even firms with a corporate social responsibility strategy may be behind the times.

"I think it's awesome. I applaud it. And I think it should go further," said Scott Curran of Beyond Advisers, speaking about Winston & Strawn's new position.

He said the rest of the business world has moved past corporate social responsibility into social impact—simply defined as using the business model itself to do good. Unlike pro bono, social impact produces revenue. A former general counsel for the Clinton Foundation, Curran now helps law firms, nonprofits and other businesses find ways to do good while making money.

"I love that the chief CSR officer is becoming real, but I think we have to leapfrog the title and call it the chief social impact officer," Curran said. "I'm here to be a catalyst to tell law firms, 'You're already doing more than that.'"

The interaction between pro bono and social impact is complicated, said Glazer, of the Pro Bono Institute. But social impact is an emerging area, she said, as lawyers seek more ways to use their profession as a vehicle for positive change.

Having a C-suite role to organize those efforts is absolutely necessary, Curran said.

"There's no question in my mind that firms have to prioritize this at the top level," he said. "There are firms that say they want to do this and don't action it. They have to understand that this is not our grandfather's pro bono."

You can read that article by clicking this link

The "Good" Pivot: From Pro Bono to Social Impact Law

^That's the original title of the piece I wrote for The American Lawyer Magazine's July 2017 issue.  Their team changed the title to "Must Law Firms' Good Deeds Be Done for Free?" Insofar as that question invites curiosity, I am cool with it.

The article is what matters most. And I wrote it following a friendly and constructive Twitter exchange about AmLaw rankings of law firms which a super nice person named Gina joined. In the midst of the exchange, I clicked Gina's profile to discover she is the CEO of The American Lawyer Magazine (which oversees the AmLaw rankings).  For someone who doesn't spend a ton of time on Twitter, it was a solid stroke of luck.

Gina and I had a call. She was completely open to a new perspective and invited me to write an article.  You can read that article by clicking this link. Alternatively, I'm including the full text below for anyone who gets bounced to a sign-in screen they aren't motivated to conquer. 

Must Law Firms' Good Deeds Be Done for Free?

Scott Curran, The American Lawyer

A new model of how law firms do good is emerging, one that delights clients and talent, is profitable, and captures the work that many firms are already doing. This new model—serving social impact clients and achieving social impact through direct firm undertakings—embraces the role of lawyers as the architects of social innovation. At scale, it creates new practices within firms and throughout the profession to serve a growing market of social impact clients and expands the model of how firms "do good."

Pro Bono Important but Limiting

When describing how firms do good, most attorneys understandably cite pro bono practices. Pro bono (providing legal services without charge) has always been the primary way law firms and attorneys serve those with the most urgent unmet legal needs.

But pro bono alone is no longer a sufficient framework, nor metric, to capture the increasingly diverse ways in which firms are evolving to achieve greater social impact. The rest of the private sector has grown beyond traditional corporate social responsibility (using profits to do good) into more integrated social impact approaches that merge the business model with social purpose.

Similarly, law firms are evolving beyond pro bono alone in how they serve social impact clients. The new social impact model for law firms has two primary components: 1) social impact client services; and 2) direct firm undertakings for social good.

Social Impact Client Services

A large market of social impact clients has emerged and, with it, an increasing demand for sophisticated legal support. While inclusive of nonprofits and other traditional pro bono clients, the social impact market consists of increasingly larger, more diverse and better-funded paying clients.

Sophisticated global nonprofits, family offices, social financiers, impact investors, social enterprises and entrepreneurs all comprise the emerging social impact client portfolio. And they are all using lawyers.

Toms Shoes, Warby Parker and Thrive Market are just a few of the growing number of high-profile businesses with an integrated social purpose.

The Chan Zuckerberg Initiative, an LLC and not a charity, works to solve social problems through a combination of approaches including making investments in profit-seeking endeavors.

Impact investors and social financiers deploy capital that seeks market rate returns in socially responsible investments.

The world's largest foundations and operating charities with large budgets that fund programs increasingly require sophisticated professional support.

Behind all their work are lawyers. Law firms are happy and excited to have these clients in their book of business. And lawyers throughout their firms' practice groups who service the diverse needs of these clients are excited to do the work. Serving these paying clients grows opportunities for law firms to achieve the double bottom line of doing good while doing well. But law firm social impact doesn't stop at client services alone.

Law Firms as Social Actors

Beyond the growing market of social impact clients, firms are evolving in how they use their own time, talent and treasure to achieve social impact.

Some firms have large foundations that make grants. Other firms have operating charities that deploy lawyers to support programs working on rule of law and access to justice in developing countries. Some firms undertake community service initiatives involving all firm staff (not just attorneys). The list goes on.

This all makes sense. Doing good is inherent in the profession and motivates many of us personally. And, as our increasingly interdependent and connected world exposes us to global challenges, as growing ranks of millennials seek meaning in their work, and as lawyers discover new ways to deploy their talents to solve challenges, lawyer-led social impact efforts will increase.

New Framework, Measuring What Matters

While this exciting work grows within firms, no universal framework yet exists to meaningfully recognize, organize, market and measure it. Pro bono rankings only capture free attorney time. They don't account for paying social impact clients or for the direct social impact undertakings of firms. This will change with a new social impact metric currently in development by my consulting practice, Beyond Advisers.

Leading firms should be recognized for the work they are already doing. Other firms will welcome the road map that a social impact metric provides to track and measure their existing work. Most importantly, by using a more inclusive social impact metric, we will foster an atmosphere more conducive to greater innovation, collaboration, and even competition in serving social impact clients.

New Markets, Approaches and Opportunities

As social impact work increasingly blurs lines between sectors and blends profits and purpose, new legal entities, financing tools and uniquely sophisticated deal work are emerging. The challenges of this pioneering work require creativity, innovation and extra time from the lawyers who support these endeavors. But the generally high hourly rates of the most in-demand attorneys become a unique challenge. Premium rates assume efficiency and expertise. However, the innovative landscape does not yet know the same efficiencies, and existing expertise must be reconfigured for this new market. And pro bono requests become harder to make or approve for seemingly well-resourced and/or profit-generating endeavors.

There is a fertile middle ground between pro bono and premium rates. Current examples include discounted rates, flat fee pricing, capped fees, alternative billing arrangements, payment tied to success metrics, fixed cost retainers, and per-deal pricing. Firms of all sizes have an opportunity to develop new models to serve social impact clients.

Big clients with big budgets will continue to look to Big Law, which has tremendous ability to innovatively meet social impact demand. But premium rates (even at a discount) and industry rankings prioritizing revenue and profits (and tracking only pro bono efforts) remain a challenge.

Startup clients with smaller budgets can find boutique firms catering to the social impact market. While fast, nimble and affordable, these firms are challenged to scale with their most successful clients whose eventual full-service needs require a hand off to other firms that can pick up where they max out.

Middle market firms have a "Goldilocks" opportunity. Not too big or expensive, not too small or unscalable, but just right with reasonable rates, sophisticated full-service practices, and the ability to speak and practice social impact.

There are clients and opportunities for every sized firm. And the clients and talent of these firms will increasingly prioritize firms that speak and practice social impact. With a framework and metric that more inclusively recognizes and measures social impact, attorneys and their firms will have a greater opportunity to scale their social impact work.

The Bright Future of Social Impact Law

During my 10 years as counsel to a global operating charity with thousands of staff working in more than 30 countries on more than a dozen initiatives, and in my experience advising dozens of organizations doing similar work globally, I have seen firsthand the enthusiasm of outside attorneys to engage in new, dynamic, cross-sector social impact work. Just a few examples of the services that lawyers and law firms that speak and practice social impact provide include:

  • Knowing when, where,and how to register and build and manage teams in countries where "on the ground" work occurs.
     

  • Engaging smart business lawyers to structure multiparty, cross-sector partnerships supporting dynamic global programs.
     

  • Working with corporate, finance and tax counsel to properly structure program- and mission-related investments.
     

  • Creating innovative new financing structures and mechanisms to develop social investment policies and streamline deal work for impact investors.
     

  • Using real estate lawyers to develop land leases in developing nations where commercial farming and supply chain operations help smallholder farmers increase their productivity and access to global markets.

As an adjunct professor teaching social impact law, and as founder of a social impact consulting practice, I have developed an even fuller view of the opportunity ahead for the law to achieve greater social impact at scale.

I see a bright future where:

  • Law schools teach social impact in classrooms and practice it in clinics for the benefit of community social impact organizations and practice-ready graduates alike;
     

  • Law firms recruit eager and motivated talent with a zeal for serving the double bottom line of doing good while doing well; and
     

  • Industry rankings measure social impact inclusive of, but not limited to, pro bono alone to capture how the profession comprehensively achieves its highest and best purpose.

Lawyers are the architects of social innovation. We are already behind so much social impact work. Imagine how the future looks when we put lawyers in front of it!


Scott Curran is the founder of Beyond Advisers, a social impact consulting practice that simplifies professional services for the social sector (www.beyondadvisers.com). He previously served as General Counsel of the Clinton Foundation. He teaches, lectures and speaks with considerable enthusiasm on the topic of lawyers as social innovators. Twitter: @scottmcurran