Category Archives: Retirement

Executive Volunteers Bring Professional Moxie to Nonprofits

Back in 2006, when she was 52 years old, financial services executive Paula Meyer read a book that changed her life — and launched her into founding a nonprofit organization that is changing the world, one child at a time.

The book, Just Enough by Harvard University professors Laura Nash and Howard Stevenson, posits that the most balanced people among successful “high achievers” integrate four aspects of their lives: happiness, achievement, significance and legacy.

Meyer was happy and had achieved much in her career; her family and volunteer work added significance to her life. But legacy, “leaving something that endures after you are gone,” was not yet part of her personal and professional portfolio.

Then she went to Africa.Ngong-Road-Logo

There, in Nairobi, Kenya, Meyer saw such a depth of poverty and need — children orphaned because of AIDS, struggling to survive — that she was inspired to co-found Friends of Ngong Road along with Peter Ndungu, who was orphaned at age 11 in the slums of Nairobi.

The nonprofit organization, now eight years old, seeks to transform the lives of boys and girls equally through education, daily nutrition, caseworker support and an arts-and-crafts summer camp that gets the children out of subsistence living in tin shacks.

Its organizational structure and strong financials — a seven-member board of directors overseeing a $650,000 annual budget and a nearly million-dollar endowment fund — speak to Meyer’s current work as a board member for corporations such as Mutual of Omaha and her past executive positions at Piper Jaffray, Ameriprise Financial and SECURA Insurance.

Executive influence

The success of Friends of Ngong Road is told in Kenya through the obviously improved lives of the 350 smiling, well-nourished, neatly uniformed schoolchildren that the organization serves each year. Here in the United States, the story is about creative middle-aged executives following Meyer’s lead, putting their resources to greater use and transforming their own lives through social service.

Paula MeyerMeyer jokes that, at 60, she is past middle age. In fact, her decision to uproot her life — to leave a high-paying career at age 52 and donate her skills not toward charity but sustainable change — puts her squarely amid the trend to re-examine priorities at midlife, and, ultimately, to give back.

  • Management consultant and former professor William Bridges describes it in his popular business book Transitions as “the shift from the question of how to the question of why.” A careerist naturally moves from wanting to “demonstrate competence” in her or his field to “being motivated to find personal meaning in the work and its results.”
  • The “working retirement revolution” examined in March 2014 by Merrill Lynch and Age Wave notes a pattern of “re-engagement” among young retirees like Meyer. Among the four types of working retirees — many “motivated by important non-financial reasons” — are “caring contributors,” people with financial means who “seek to give back to their community or worthwhile causes.” They make up the largest percentage of working retirees, the study found.

The Friends of Ngong Road board is made up of current and retired senior executives, men and women like former Piper Jaffray executive Karen Bohn, 61, who organizes up to 20 home-based fundraising events a year.

“A lot of people in this 50- to 70-year-old cohort are no longer working full time for pay,” says Meyer. “They have a lot of experience, and they want to use their gifts to make the world a better place. This is not licking envelopes; it’s meaningful work. Our board does the scut work, but we also shape strategy.”

Board member Keith Kale, a former marketing executive at Pillsbury, oversees the newsletter and informative website. Tom Gleason, a retired IBM executive and former Boy Scouts leader, organizes Friends of Ngong Road’s weeklong summer camps in Nairobi.

Meyer and Bohn are the chief development officers, using Gleason’s online relationship-management tool to track some 500 individual contributors and sponsors. They identify top prospects and divvy up calls among the board, which meets semi-monthly.

Crafting solutionsKaren Bohn

Bohn’s proudest achievement has been her “craft ladies” initiative, which yields about 5 percent of the organization’s annual revenue.

During a visit to Nairobi in 2009, she noticed two women who’d been waiting hours in line for free medical care. They were clutching ratty plastic bags — “the scourge of Africa,” Bohn says — out of which they pulled beautiful beaded bowls. Spotting opportunity, she and Meyer combined their Kenyan shillings and bought all of the bowls they could get their hands on.

Now, Bohn invests in about $10,000 worth of handcrafts every year and sells the bowls, jewelry and other colorful items for triple markup (“we’re shameless about it”) at the house parties she organizes. “These are our Girl Scouts cookies!” she declares.

The “craft ladies,” in turn, tithe 10 percent of their revenue back to Friends of Ngong Road. “It’s another example of something that I would not have thought of,” Meyer says. “Everyone on the board comes up with ideas. My approach is: ‘Feel free to add value!’”

Succession planning is becoming a priority. Only two of the seven board members are under age 50, and both Bohn and Meyer are realistic about the unpredictability that comes with age. The 18-hour one-way flight to Africa will become less palatable and physically less possible.

Meanwhile, as the board evaluates whether the nonprofit can be replicated in Bangladesh or India — and can become less volunteer-dependent in the United States — Meyer relishes working with creative professionals who have the means and the selflessness to offer children hope.

“It’s fun to create and work with great people,” she says, “but the most fun is going to Kenya and seeing the impact we have on children’s lives.”

5 Q’s: On How Life Integration Drives Success

“I like to challenge myself to take reasonable risks, and that can cause me to feel vulnerable,” says industrial-organizational psychologist Carol Lynn Courtney, Ph.D., a native of Buffalo, New York, whose leadership development and executive coaching business takes her throughout the country as well as to Ecuador, Turkey and elsewhere around the globe.

Placing herself in stressful and unfamiliar situations helps her better understand her clients, who include top leaders and mid-level managers in corporations, universities and nonprofits. “We ask people to change their behaviors every day,” says Courtney, president of Courtney Consulting Group in Minneapolis, “and that’s a scary thing for them.”

Courtney, 56, both busy and balanced — accomplished and yet accessibly down to earth —created a coaching model called “Life in the Center,” which she uses to guide her clients toward more integrated lives.

Recently, before her weekly saxophone lesson, she talked over a vegetarian dinner about how values and purpose, relationships, creativity, lifelong learning, purposeful investing, exercise and play all contribute to a vital and fulfilling career — as well as a meaningful life.

Eleanor Roosevelt

Why do you use the word integration rather than balance?

It’s not about life-work balance. You can never have life-work balance. A healthy life is about integrating all of your priorities and activities, and that practice may work differently on different days.

At my home office, for example, I can be writing a report and get up to play my sax for half an hour. That’s more difficult to do when I’m at my main office. Recently, I’ve tried to avoid scheduling any client meetings before 8:30 a.m. That allows me to exercise and meditate first thing in the morning, so when I show up for my clients, I am even more engaged.

I’m being intentional and deliberate: These practices are going to help me grow. The self-care and self-expression are just as important as the work I’m doing. In fact, they inform and improve the work. That’s why I call it life integration.

How does this play in the corporate world?

As an industrial psychologist, I’m dealing with the workplace and the challenges that my clients have at work. But I tell people that I work very holistically. There’s a vulnerability any time somebody puts themselves out there, to look at their work style, their strengths or blind spots. My clients’ work issues often have roots in other realms of their lives: physical, financial, emotional or social. Whether we like it or not, those issues can impact how we show up in the workplace.

You challenge yourself to “avoid becoming too comfortable or complacent.” Why continue to take risks at this stage of your life and career?

It keeps me honest. I ask my clients to do some pretty tough things. I could just say, “Well, go do this, make this change.” Instead I say: “You’re going to have to do this, and it’s going to be difficult. And you can get past the fear.”

At times, I’m scared when I get up onstage and play my saxophone — an instrument I didn’t pick up till my 40s — but once you do it, it’s like you’ve never been afraid. By doing the very thing that you’re nervous about, you get through it. You say: “OK, I did that. I accomplished that.” It’s a success, and not just from an ego point of view.

I find myself giggling and saying: How amazing! I was able to do this crazy thing — whether it was playing the sax with our band of I/O psychologists or bungee-jumping in South Africa or taking dance classes every week from a woman young enough to be my daughter.

You say that the decisions we make at midlife will affect the old age we’ll have. When did you recognize that in your own life?

Growing up, I was seeing people around me who gave up in their 40s, plus a lot of people in my family died in their 50s. Heart trouble, cancer, mental health issues — it’s all in my genes.

That impacted why I decided in college to become a vegetarian. I played sports during my undergraduate years at Wells, and only the salad bar would be left in the dining hall after soccer practice. I learned how to control the things I can: exercise, eating, emotional well-being.

Research now shows that if you hit age 50 without major health issues, you increase your chances to live to age 80. I see this with clients and the choices they make. Clients will say: “I’m going to retire and then travel.” Great! What kind of exercise are you doing? Because travel can be rigorous. I have experienced this firsthand.

My exercise — running, swimming, biking, kettlebell classes, kayaking, lifting weights — helps me play my sax better. Those practices aren’t distinct; they’re integrated.

How do the sax playing and the lessons at Zenon Dance Company up your game as an industrial psychologist?

The discipline I have in my work is the same discipline I bring to my sax playing and my other avocations. To play really well, you can’t be self-conscious. The more relaxed you are, the more in the moment you are, the better you’ll play. I’m still learning this.

Similarly, when I’m rolling around on the floor and jumping in dance classes with people 25 years younger than me, I have to trust my body. I have to let go! If you are nervous and your muscles tense up, you can’t move in a fluid way. As adults, we become more physically self-conscious. We brace ourselves when we think we are going to fall and end up becoming more vulnerable to getting hurt.

It’s a great analogy for life.

The work that I do coaching teams and executives on their performance is like music or dance or any physical exercise. Once you’ve mastered the foundational knowledge, it frees you up for the art of what you’re doing. I don’t sit there thinking: I’m using this theory. That’s second-nature by now. And so I’m free to work with the art of the person, to focus on the individual or team, and to see the nuances.

Learn more: To nominate yourself or someone else for a “5 Questions” interview in “The Middle Stages,” contact Amy Gage at agage1014@gmail.com.

Flexibility, Focus Ease Strain of Midlife Career Shifts

Sarah Berger, 47, insists she wasn’t afraid when she got downsized from her director-level job in early September — even though she is single and solely responsible for her mortgage and other household expenses. Even though it’s her second career transition in four years.

Even though — as is often said of women on the other side of 40 — she isn’t getting any younger.

“It doesn’t pay to panic,” Berger explains. And here’s where age and experience served her: “I was feeling confident about what I’d achieved. I felt I had something to offer.

“As soon as I got laid off, literally driving home, I already was putting together my list of people to call,” she says.

Berger began with the women in her book club. “These are professional, well-connected women who believe in lifting up others. So I knew that if I called on them, they would use their network to help me.”

A fund-raising professional, she landed an even better position in mid-October — six weeks to the day after her layoff.

“The networking for me was key,” says Berger, the new director of resource development and communications at Neighborhood House, a nonprofit with a 117-year tradition of serving immigrants, refugees and low-income populations in the Twin Cities.

LinkedIn cartoon

Purposeful connections

This so-called “hidden job market” — in which a matrix of personal and professional connections opens doors — accounts for up to 80 percent of new hires, according to Forbes magazine.

That’s why Cathy McLane, 52, began rebuilding her network a year ago when she decided to ease herself out of a role as marketing and communications director at a prestigious private school in suburban Minneapolis. McLane had been there 14 years and recognizes now that she “had clearly stayed too long.”

She was out of practice in the discipline of connecting with professional peers — and out of step with the digital ways networking is now conducted. “I didn’t realize how deep I’d gotten in my little rut, my happy rut,” she says.

McLane activated her social media presence, which now includes 379 connections on LinkedIn and 578 followers on Twitter, with a handle — @CathyConnects — that describes where she wants her career to grow.

And, because no Tweet beats a face-to-face meeting, she started calling on people in similar roles at health care organizations and in higher education (including me, during my years at St. Catherine University). “People warned me that the level of job I want will come through knowing someone who knows the hiring manager,” McLane explains.

She was businesslike, professional and prepared in her informational interviews. And, without fail, she observed three practices:

  • Ask your business contact who else you should meet.
  • Write a timely and specific “thank you” note.
  • Purposefully stay in touch. “Part of networking should be giving back,” McLane says. “You want to add value. So if I find a good article or blog or website, I send that out.”

‘The age thing’

Six months after leaving her job, McLane has yet to land an equivalent career position. She’s got a long-term contract doing project management and internal communications for Cargill, which she hopes will become the “seed client” of the business she is launching: Cathy Connects LLC.

The glass ceiling she hit during her job search is less about gender than age. “People don’t always want 20 years of experience,” McLane says, because it calls up all sorts of speculations and suspicions:

  • Will you demand a higher salary?
  • Will you be digitally savvy?
  • Can you keep pace with the speed of change in today’s workforce?
  • Will you stay in a position for which you’re clearly “over-qualified”?

Consultant Sue Plaster, a former communications and HR executive who herself was laid off at age 50, says the economy and “the age thing” hit middle-aged men and women equally hard, though women likely pay a higher price for looking older. “The self-confidence aspects of the job search are really challenging,” she says.

And so, three pieces of advice for people in a midlife career transition — from three women who have been there:

  • Plaster: “Invest in a professional headshot for LinkedIn that portrays you in a favorable way — not a glamour shot but no selfies either.”
  • McLane: “Take space, not time,” she says, quoting Karen Himle, the recently named vice president of corporate communications at Thrivent Financial. Rather than mindlessly filling up your calendar, “slow down and take space to reorient: What’s important? What makes you happy?”
  • Berger: “I did not say no to a coffee date, ever. My goal was to make one contact a day. Those professional networks are really important.”

Lesson learned: “I have yet to meet one person who’s transitioned who hasn’t landed in a good place. It’s how you approach life, your attitude,” concludes Cathy McLane.