The growing social enterprise’s partner for greater impact.

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

The World is Changing

What change do you need to make to stay ahead?

Strategic Planning

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

Outsourced CFO Partnerships

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

Non-Profit Organizational Change

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

High-Performance Team Culture

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

Meet Panoramic Strategy

David Kaplan

Panoramic Strategy Founder

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

Beth Rosenberg

Panoramic Strategy Partner

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

Case Studies

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

Women climbing a ladder

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

Woman climbing stairs made out of paper

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

woman on target

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

man brainstorming

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