Board Consulting & Reporting

We work closely with Board members and the Executive suite to provide fiduciary educational training in utilizing industry best practices. We also partner with members of the Executive suite to prepare and compile customized Board packages. The following is a sample of our services:

  • Construct portfolios to meet the annual spending rate
  • Assist with establishing committee goals
  • Review and compare annual results to benchmarks
  • Perform fiduciary training
  • Assist in working capital and cash flow planning