We’ll Help You Strengthen Your Financial Position 

66 percent of senior finance professionals in colleges and universities believe their current business model
can't be sustained over the next five to 10 years. We’ve helped colleges and universities across the nation
with plans to adjust in this rapidly changing environment.

Our performance management software is rated highest in customer satisfaction in the industry, positioning
you to balance strategic needs and financial capabilities.


Financial Process Design

Assess processes for strategic and financial planning, capital planning, grants planning, and more 

Budget Model Design

Align strategic goals with budgetary processes and more quickly adapt to changing market conditions

Financial Planning & Analytics 

Develop a blueprint for financial growth that brings quantitative reasoning to the strategic plan

Treasury & Capital Management

Evaluate and Balance Your Total Risk Portfolio

Overcome challenges. Realize your mission. Get started today improving your strategy and outcomes. 

Our Practice Leaders


Charles Kim
Charles Kim, Managing Director

Charles leads our Higher Education practice and is involved in the development of Axiom Software solutions for Higher Education.

Learn More about Charles

David Woodward
David Woodward, Vice President

David is a leader in our Higher Education division, and his areas of expertise include university financial planning, budget processes and reporting, and financial system design.

Learn More About David