What We Do

Professional Services

Research and advisory services for mission-driven boards and leaders who value data and strategy-driven planning, long-term financial sustainability, and thoughtful governance.

Speaking and Training

Favorites include case studies “ripped from the headlines” that focus on optimizing the relationship between boards and leadership.


The Special Needs Financial Services InstituteTM (SNFSiTM) expands the use of financial products and services by people with disabilities and those who care for them.