Strategic Planning | Governance | Organization Design Mergers, Strategic Partnerships and Other Institutional Affiliations Program Development and Evaluation | Feasibility Analyses Strategic Communications | Finance and Funding | Fundraising and Development Marketing and Branding | Mentoring and Executive Counseling. Finance and Funding Preparing long-term financial plans and counseling on implementation Evaluating financial situation, developing strategies to improve an institution’s financial circumstances, counseling on implementation Reviewing balance sheets, with particular attention to debt strategies, investment assets, liability management Advising on a wide range of investment issues (including endowment spending rules, asset allocation and investment performance), evaluating investment returns, undertaking comparative analyses of investment performance, analyzing special investment opportunities Helping to relate capital campaigns to longer-term financial strategies, analyzing how capital campaigns contribute to asset growth and deployment and balance sheet management Counseling board finance and investment committees, delineating their roles and responsibilities, developing goals and objectives, evaluating their effectiveness, preparing longer-term agendas for action, assessing needs for new members and/or different expertise. Copyright © 2010, All rights reserved.