Develop a strategic plan of action to move your organization or your department to the future you want to experience.

We will not only facilitate team design and building a strategic plan but will also assist with the team completing one of the most often missed parts of the strategic planning process: execution and accountability.

Many organizations spend significant time and resources developing a strategic plan but often fail to effectively implement and monitor the plan, often having it to collect dust on a shelf.

Diagnostic and "pain point" analysis of processes and systems in the areas of special education, finance/budget, and human resources that are causing organizations to have lost resource allocations or unpredictable expenses. We focus on two areas:

Comprehensive Financial and Operations Efficiency Study: Transform your organization’s operational efficiency with our tailored financial office efficiency study conducted by seasoned individuals with extensive experience in department restructuring and program optimization. We understand that every nonprofit, local government, or school department is unique. Our evaluation is carefully tailored to address your specific needs and challenges, ensuring you receive actionable insights that drive meaningful improvements.

Budget Communication & Reporting: Is your board not reading your budget? Are your constituents not understanding the information being presented? Is your monthly/quarterly financial report not communicating the information wanted or needed?

Specific projects require time and expertise. This same expertise is essential for the daily operations of the department.

Examples of our most requested services:

Policy & Procedure Manual Updates: Turnover in your operations team? The old manual needs to be updated and vetted by an outside party? Haven't updated procedures to match the new software update? Avoiding, ignoring, or failing to keep process and procedures up to date can cause chaos during both planned and unplanned personnel transitions.

403(B) Plan Administration: Our 403(b) plan assessment service goes beyond standard TPA offerings, providing a comprehensive evaluation of your school district's retirement benefits program. We meticulously audit internal HR processes, align plan documents with current practices, and offer education-only financial planning for employees. This holistic approach ensures your 403(b) plan is optimized, compliant, and effectively serves your district employees.

Chart of Accounts Redesign: Evaluate for compliance, defining segments that currently exist. Product delivery includes a manual and recommends changes only if they are necessary. Provides a crosswalk for compliance reporting or board reporting. QuickBooks and Tyler ERP/Munis are specialty areas.

Position Control, role view, and reorganizations: Fix and structure budgeted positions. Update organizational structure and leadership team responsibilities to align with the mission and vision of your organization.

Discover the transformative power of expert-led professional development with our dynamic workshop and training services! Tap into the expertise of our team for one-on-one or team training to enhance your organization's operations.

Unparalleled Expertise Across Diverse Fields

As a seasoned workshop leader, trainer, and collaborator, our principal lead will bring a wealth of experience to a wide array of critical areas, including:

• Education and municipal finance
• Non-Profit/Government C-Suite Leadership
• Personal and professional growth
• Usin AI in financial operations
• School transportation
• Food service operations

And many more cutting-edge topics

Tailored Solutions for Maximum Impact

Our workshops are meticulously crafted to address your organization's unique challenges and objectives. With sessions up to 60 minutes in length, we ensure a perfect balance of depth and engagement.

Exclusive Offer for Professional Associations

Elevate your member benefits with our complimentary workshop program:

• Your association's branding prominently featured
• Intellectual property remains with the presenter, ensuring top-quality content
• Examples of Previously Released Work

Presentations Currently Booked

Contact us today and let's create an extraordinary learning experience together!