Kaufman Hall | Financial Performance Solutions

Dynamically plan for future possibilities and uncertainty

Unlock the power of data to fuel improved performance

Strengthen and optimize cost performance with technology

Mergers, Acquisitions, Partnerships

Engage partners to fortify competitive positioning

Leverage expertise and tools to drive and sustain change

Access & optimize capital deployment

Axiom Financial Institutions Suite
Quantify Financial Impacts with Integrated Financial Planning Software

Software that makes it easy for banks, credit unions, farm credit, and other non-depository institutions to model the future, make data-driven decisions and chart a course forward.

D river-Based financial planning
Funds transfer pricing & profitability
Relationship profitability & Pricing

Financial-Insitutions-executive-dashboard

Axiom Higher Education Suite
Corporate Financial Performance Software for Universities and Colleges

Software with best-practice methodologies for institutional planning and reporting built-in, all inspired by years of working in university finance roles.

Budgeting & Forecasting
Labor Planning
Tuition Planning
Strategic financial planning

Black and white arrow merging and moving forward together

Healthcare Merger & Acquisition Activity Report: Q2 2019

A number of significant transactions kept the quarter on pace with recent growth trends in total transacted revenue. Read more in Q2 2019's M&A report.

Article

2019 State of Consumerism in Healthcare: The Bar is Rising

The fourth annual report details industry performance related activities designed to enable patients to become wholly involved in their healthcare decisions. Inside the report, we'll share all the key findings and proven best practices for designing consumer pricing, access, experience, and infrastructure strategy.

Research Report

The Pulse of Profitability: An Interview with Ken Levey

Ken Levey, VP of Financial Institutions for Kaufman Hall, was recently interviewed for the July/August 2019 edition of Forward, a publication of the Financial Managers Society. Read Ken's insights on the future of profitability.

Article

Illustration of business person watering a plant that grows into a tree with coins

Higher Education Financial Planning Maturity: Is It Time for Your Processes to Grow Up?

Integrated strategic-financial planning processes help colleges and universities connect their strategic and operational plans, understand their risks, and better adapt to change.

Article

More Ideas & Resources

Exceptional Partners.
Exceptional Performance.

Some of the world's most trusted brands partner with Kaufman Hall to achieve their strategic goals. Our clients' success is our top priority. We empower that success by giving our clients the tools, knowledge, and support they need.

About Us Careers

Exceptional Partners. Exceptional Performance.

We help society's foundational institutions improve financial performance,
make effective strategic decisions, and achieve transformative outcomes.

Trusted by:

Healthcare

Integrated Strategy

Dynamically plan for future possibilities and uncertainty

Financial Benchmarking

Unlock the power of data to fuel improved performance

Cost Accounting

Strengthen and optimize cost performance with technology

Mergers, Acquisitions, Partnerships

Engage partners to fortify competitive positioning

Performance Improvement

Leverage expertise and tools to drive and sustain change

Treasury & Capital Management

Access & optimize capital deployment

Financial Institutions

Axiom Financial Institutions Suite
Quantify Financial Impacts with Integrated Financial Planning Software

Software that makes it easy for banks, credit unions, farm credit, and other non-depository institutions to model the future, make data-driven decisions and chart a course forward.

D river-Based financial planning
Funds transfer pricing & profitability
Relationship profitability & Pricing

Higher Education

Axiom Higher Education Suite
Corporate Financial Performance Software for Universities and Colleges

Software with best-practice methodologies for institutional planning and reporting built-in, all inspired by years of working in university finance roles.

Budgeting & Forecasting
Labor Planning
Tuition Planning
Strategic financial planning

Healthcare Merger & Acquisition Activity Report: Q2 2019

2019 State of Consumerism in Healthcare: The Bar is Rising

The Pulse of Profitability: An Interview with Ken Levey

Higher Education Financial Planning Maturity: Is It Time for Your Processes to Grow Up?

Exceptional Partners.
Exceptional Performance.

Exceptional Partners. Exceptional Performance.

We help society's foundational institutions improve financial performance, make effective strategic decisions, and achieve transformative outcomes.

Trusted by:

Dynamically plan for future possibilities and uncertainty

Unlock the power of data to fuel improved performance

Strengthen and optimize cost performance with technology

Engage partners to fortify competitive positioning

Leverage expertise and tools to drive and sustain change

Access & optimize capital deployment

Axiom Financial Institutions SuiteQuantify Financial Impacts with Integrated Financial Planning Software

Software that makes it easy for banks, credit unions, farm credit, and other non-depository institutions to model the future, make data-driven decisions and chart a course forward.

Axiom Higher Education SuiteCorporate Financial Performance Software for Universities and Colleges

Software with best-practice methodologies for institutional planning and reporting built-in, all inspired by years of working in university finance roles.

Exceptional Partners. Exceptional Performance.

We help society's foundational institutions improve financial performance,
make effective strategic decisions, and achieve transformative outcomes.

Axiom Financial Institutions Suite
Quantify Financial Impacts with Integrated Financial Planning Software

Axiom Higher Education Suite
Corporate Financial Performance Software for Universities and Colleges

Exceptional Partners.
Exceptional Performance.