Implemented and Optimized Agency Model, New System Implementation and Training

Implemented an Agency Management System for a $700M Provider of Non-Standard Auto Insurance

Reduced Hold Times & Increased Speed-to-Answer, Customer Service Redesign in Non-Standard Insurance

Process Redesign for a customer service unit within a $400M Provider of Non-Standard Auto Insurance

FASB Issues Proposal To Clarify Accounting Guidance Related To Profits Interest Awards

Streamlined Annual Conference Planning + Execution, Annual Meeting Process Improvement and Implement

Process Redesign and implementation for an Association of Medical Professionals A national association that supports its member’s ability to practice their specialty through education, research, and advocacy

Annual Savings of $3M - $5M, Forecasting Strategy and Implementation

Implementation of a global, product-based forecasting tool for an $800M division of a $9B Provider of Equipment and Services to the Energy Industry

FASB Improves Lease Guidance For Common Control Related Party Arrangements

Cohesive and Integrated Implementation, Outsourcing Management Strategy and PMO

Process Redesign and Change Management for an Electricity and Natural Gas Provider. The first nationally branded provider of electricity and natural gas to residential and small commercial customers in the United States

Documented Business Continuity Plan, Business Continuity Strategy and Implementation

Business Continuity Plan for process and technology at a Large Life Insurance Company

Reduced Operating Cost, Higher Member Retention, Service Delivery Model Development and Implementati

Service delivery and operating model definition project for a Non-Profit Media Organization

Increased Sales + Website Impressions, IT Strategy and implementation to Capture Market Share for th

IT Strategy and implementation to capture market share for the Largest National Provider of Prepaid Cellular. The largest provider of prepaid cellular services in the domestic U.S. and Puerto Rico

360 View of the Constituent, CRM Strategy and Software Selection

CRM Evaluation and Software Selection for a Non-Profit public media radio station

Data-Driven Service Approach, Member Service Process Improvement

Process Redesign for a Customer Service unit in an International Professional Society

Improved Self Service, CRM Evaluation, Software Selection, and Implementation

CRM Evaluation, Software Selection, and Implementation

FASB Seeks Comments On Proposed Improvements To Reporting and Disclosures For Entities Holding Crypt

FASB Improves Accounting For Investments In Tax Credit Structures

FASB Issues Exposure Draft On Improvements To Income Tax Disclosures

Customer-focused IT Organization Structure, IT Strategy and Implementation

IT Strategy for an International Tire Manufacture

Focus on Lease Accounting: FASB Improves Lease Guidance For Common Control Related Party Arrangement

The FASB has issued ASU 2023-01 (Topic 842): Common Control Arrangements. This ASU is an outcome of concerns expressed by private company stakeholders about the application of ASC 842 for common control arrangements identified during the FASB’s post-implementation review process.

Focus On Lease Accounting: FASB Seeks Input On Proposed Improvements To Lease Guidance on Arrangemen

The FASB has issued an Exposure Draft, Leases (Topic 842): Common Control Arrangements. This Exposure Draft is an outcome of concerns expressed by private company stakeholders about the application of ASC 842 for common control arrangements identified during the FASB’s post-implementation review process.

FASB Issues Proposal To Enhance Transparency Around Supplier Finance Programs

The FASB has issued an Exposure Draft that is intended to improve the information available to financial statement users related to the effects of supplier finance programs on a buyer’s working capital, liquidity and cash flows.