We Work With You to Achieve Your Goals

Our practice areas developed to meet a changing global marketplace.

University of Tennessee System

First-ever system-wide strategic plan to strengthen campuses, differentiation, financial sustainability and relationships with the governor and legislature.

CASE

Vision for “One CASE” with integrated global strategy, new governance model and professional development for new generations of educational advancement staff and volunteers.

University of Miami Alumni Association

Lifelong alumni relationships and campus technology partnerships to expand alumni engagement and their role in advancing the university’s new strategic plan.

American Seniors Housing Association

Market-driven strategies supporting member organizations and changing Baby Boomer expectations for active senior living.

University of British Columbia Alumni Association

Successive AlumniUBC strategic plans deepening lifelong global engagement, segmentation analytics and dashboard measurement.

E*Trade

Alignment and integration during unprecedented growth in late ‘90s-early 2000s.

Client List

EDUCATION

Arkansas State University

Arthur A. Dugoni School of Dentistry

Alumni Association, University of the Pacific

Blue Oak School

California College of the Arts

College of William & Mary

  • Office of the President
  • Office of Advancement and Alumni Relations

Council for Advancement and Support of Education (CASE)

Council of Alumni Association Executives (CAAE)

Creighton University

East Tennessee State University

Fairfield University Office of the President

Flagler College

Georgetown University

  • Office of the President
  • University Relations
  • Alumni Association

Golden Gate University

Good Shepherd Lutheran School

Graduate Theological Union

Hawaii Pacific University

Lehigh University

  • Office of the President
  • Office of Advancement and Alumni Relations

Loyola University in Maryland Office of the President

Loyola Marymount University

  • Office of the President
  • Office of Advancement and Alumni Relations

Loyola School, New York

Marquette University

Novato Unified School District

Oregon State University

  • Office of the President
  • Alumni Relations
  • Linus Pauling Institute
  • Oregon State University Foundation
  • College of Engineering
  • College of Public Health and Human Sciences

Penn State Intercollegiate Athletics

Portland State University Foundation

Princeton University Office of Advancement

Regis University

Sage Hill School

Santa Clara University

  • Office of the President
  • Office of Advancement and Alumni Relations

Saint Joseph’s University

  • Office of the President
  • Office of Enrollment Management
  • Office of Development and Alumni Relations
  • Student Services
  • Institutional Planning and Research

St. Joseph’s College, New York Office of the President

St. Mark’s School of Texas

Saint Mary’s College of California

School of the Holy Child

Shippensburg University

Stanford University Alumni Association

Tulane University School of Medicine

United States Naval Academy Alumni Association and Foundation

University of British Columbia Alumni Association

University of California

  • Continuing Education of the Bar
  • Industry University Cooperative
  • Research Program
  • Intercollegiate Athletics
  • Office of Research
  • Office of the President
  • Office of Technology Transfer

University of California, Berkeley

  • Associate Vice Chancellor – Business & Administration
  • College of Environmental Design
  • Intercollegiate Athletics
  • School of Law, Boalt Hall Alumni Center
  • Vice Chancellor for Research
  • Vice Chancellor for University Relations

University of California, Davis, Office of Technology and Industry Alliances

University of California, Irvine

  • Office of the Chancellor
  • Office of the Vice Provost for Teaching and Learning

University of California, Los Angeles

  • Associate Vice Chancellor, Development
  • Executive Vice Chancellor
  • School of Public Health
  • School of Public Affairs
  • Vice Chancellor, Student Affairs
  • School of Theater, Film and Television
  • Alumni Association

University of California, Riverside

University of California, San Francisco

University of Hartford

University of Idaho Foundation

University of Louisiana at Lafayette

University of Miami

  • Enrollment Management
  • Alumni Association

University of Minnesota Alumni Association

University of Notre Dame Office of Development

University of Tennessee

  • President & System
  • Alumni Association
  • University of Tennessee Foundation
  • University of Tennessee at Martin

University of the Pacific Dugoni School of Dentistry

PHILANTHROPY & NONPROFIT ORGANIZATIONS

American Seniors Housing Association

Benton Hospice Service

Grimm Family Education Foundation

The Lance Armstrong Foundation

Pauahi Foundation of Kamehameha Schools

PenFed Foundation

The RP Group

Yosemite National Institutes

BUSINESS

Alta Bates Medical Center – Emergency Services

Alta Bates Medical Resources

Ask Jeeves

Aspiriant

Association of American University Presses

Bechtel Group, Inc.

BizFlow Corp.

Children’s Hospital Center of Northern California

Citibank

DocuSign

E*TRADE

East Bay Medical Network

East County Medical Resource

Halleck Design Group

Health Strategies Group

IDG Books, International

IDG Conference Management Company

InfoWorld Publishing Company

Kaiser Permanente – Hawaii

Lawrence Berkeley National Laboratory

Lawrence Livermore National Laboratory

Los Alamos National Laboratory

Macfadden

Macworld Publications, LLP

Organisation for Economic Co-operation and Development (Paris, France)

ProBusiness

Publish Magazine

Sea World

Smith & Hawken

Sunset Magazine

Texas United Companies

ThinkHR

Time Warner, Inc.

Virtela Communications, Inc.

William Bridges & Associates

ZANTAZ, Inc.