Our team of seasoned consultants:

  • Established trust with Institutional stakeholders and developed critical, cross-functional relationships
  • Worked closely with leadership identified, explained and resolved compliance issues
  • Extrapolated and documented critical policies and procedures
  • Programmed and re-implemented the Banner Financial Module

  • Developed Training Materials that memorialized procedures for FA staff

  • Trained existing staff and assisted with hiring and training new staff

  • Created workflows and annual calendars to support sustainability