Executive Consulting

We strategize with executive leadership, ensuring that your organization has the proper strategic tools to promote effective C-suite and/or Board of Directors’ governance and compliance. This is done by aligning the organization’s mission, vision, and values, along with implementing a proactive risk management plan that will mitigate organizational liabilities. Through this process-driven approach, the organization will save time and resources, and most importantly, ensure sustainability.

Efficient processes and procedures are critical to the success and reputation of your organization. We will help your organization develop solid procedural systems and controls and ensure a high level of quality. We offer powerful solutions to refine your procedural systems that provide your team with the right information to improve quality and performance, facilitate consistency, and enhance outcomes.

Organizational Assessment

We will carefully assess and examine your organization's key values, including:

Organizational Leadership/Management
Organizational Culture
Strategic Planning
Operations
Financial Vision

Policy Development

Based on our assessment of your organization, we will develop new, or update existing, organizational policies, including:

Fiscal Policies & Procedures (including internal controls)
Employee Handbook and related personnel policies
Operating Reserve Policy
Investment Policy
Conflicts of Interest Policy

Business Processes

We will utilize an analytical review of the state of your organization to serve as the basis of designing a blueprint for moving to the next level. This will help you ascend from a reactive, short-term strategic approach to a more proactive, long-term approach, enhancing organizational development for the present and future. Paramount to this is our ability to properly align your resources (both fiscal and human) with your goals and objectives.

Strategic Partnership

We will serve as a sounding board for the leadership of your organization, providing executive counsel to help you navigate challenges; enhance leadership skills; align practices with organizational mission, vision, and values; and confer on nascent strategic initiatives and ideas