David Kaplan

David Kaplan, CPA, is the founder and CEO of Panoramic Strategy, a partner for growing social enterprises and non-profits providing financial, strategic, and organizational change management services. They served as Vice President, Finance & Strategic Initiatives at the Jewish Federation of Columbus from 2015 to 2016, where they designed strategies that secured $5,000,000+ in funding and led a team of 10. Earlier, they worked at Nationwide Insurance as a Finance Associate (2010-2011) and as a Financial Business Advisor (2012-2013), leading reporting, forecasting, and strategic planning for a $340 million income statement across ten states and multiple distribution channels. They earned a BSBA in Accounting (Magna Cum Laude) from The Ohio State University, The Max M. Fisher College of Business, in 2010, and a GED from University School in 2006.