Our Services

Our holistic assessment provides a comprehensive review of the institutional ecosystem that shapes student recruitment, enrollment, and retention. We examine admissions operations, financial aid strategies, auxiliary services, facilities and physical plant operations, residence life, student policies, and other critical functional areas.

By evaluating both quantitative performance metrics and qualitative practices, we identify opportunities to streamline processes, improve student access and affordability, and strengthen the alignment between institutional resources and enrollment goals. The outcome is a tailored roadmap that equips leadership with actionable strategies to enhance recruitment effectiveness, optimize financial aid deployment, and build sustainable retention models—ultimately positioning the institution for long-term growth and fiscal health.

With recent and ongoing demographic and market shifts, recruiting students has become more challenging than ever. Our annual partnership service is designed to address these realities by working side by side with your institution throughout the year to strengthen and sustain enrollment outcomes. We collaborate closely with your leadership team and enrollment staff to help everyone achieve optimal performance, while implementing systems to monitor progress and recognize success. Beyond admissions and financial aid, we work with key institutional representatives to ensure the entire campus community is engaged and aligned in support of recruitment efforts, reinforcing the principle that enrollment is everyone’s responsibility.

Over the course of the year, our consultants provide continuous guidance, data-informed analysis, and hands-on support to translate strategic objectives into measurable results. This includes refining recruitment campaigns, optimizing financial aid leveraging strategies, strengthening retention initiatives, and creating accountability structures that track progress against clear benchmarks. By embedding ourselves as trusted partners, we help institutions respond effectively to market challenges while fostering a culture of collaboration and shared ownership. The outcome is not only stronger enrollment and retention, but also a durable framework that positions the institution for long-term growth and resilience.

As part of this annual engagement, we provide a defined set of deliverables tailored to each institution’s needs. These typically include scheduled progress reviews with leadership, customized dashboards to monitor recruitment and financial aid performance, workshops and team sessions for admissions and cross-campus stakeholders, and ongoing advisory support to address emerging challenges throughout the enrollment cycle. Together, these deliverables create structure, accountability, and momentum, ensuring that improvements are both measurable and sustainable.

We help institutions develop high-performance admissions and financial aid teams that are aligned with proven recruitment and student service practices. Our training programs are designed to empower counselors and financial aid personnel to operate at their highest potential by equipping them with practical tools, actionable strategies, and confidence in their roles. From enhancing communication and customer service skills to improving technical expertise in financial aid packaging, we provide the knowledge and structure necessary for staff to work more effectively, respond to student needs quickly, and deliver accurate information with professionalism.

In addition to strengthening individual competencies, our training emphasizes collaboration, accountability, and measurable results. We support positive progress and recognize success, while also implementing systems that encourage continuous learning and improvement. By fostering a culture of shared responsibility and high performance, we ensure that every member of the team contributes to maximizing the institution’s enrollment efforts and enhancing the student experience. The result is a motivated, well-prepared staff that not only meets its goals but also plays a critical role in advancing the institution’s long-term enrollment and retention objectives.

Financial aid is often one of the largest institutional investments and one of the most critical levers in student recruitment and retention. Traditional approaches to financial aid modeling frequently rely on rigid grids that attempt to balance need and merit awards. While these systems may appear strategic, our experience shows that they often fail to deliver the intended results. Institutions find themselves with smaller-than-expected incoming classes, while external consultants recommend increasing aid allocations year after year—advice that is frequently mirrored across competing institutions. The result is a cycle of escalating financial aid expenditures coupled with stagnant or declining enrollment, leaving both students and institutions underserved.

Our approach is different. We work in close partnership with your leadership and enrollment teams to design a financial aid model that is responsive to the actual needs of your prospective students, effectively reducing financial barriers to enrollment. By leveraging institutional data, market insights, and student demographics, we develop models that balance affordability for students with fiscal responsibility for the institution. In many cases, our strategies allow colleges and universities to improve student access and enrollment outcomes without increasing their overall financial aid spend. The outcome is a sustainable, mission-aligned approach to financial aid that strengthens both recruitment and long-term financial health.

As part of this service, we deliver a suite of practical tools and insights to guide decision-making. These include scenario testing to evaluate multiple awarding strategies, net revenue impact analyses to project fiscal outcomes, and customized dashboards that track award patterns and student responses. We also provide clear recommendations on award optimization, ensuring that financial aid dollars are deployed where they will have the greatest impact on both enrollment yield and institutional stability. Together, these deliverables empower leadership to make confident, data-driven decisions that break the cycle of ever-rising aid expenditures and underwhelming enrollment results.

Many institutions are caught off guard at the end of a recruitment cycle when financial aid expenditures exceed expectations, creating unplanned financial strain and long-term budgetary challenges. Even with the widespread use of modern auto-packaging systems, errors in financial aid awarding remain more common than most realize. Our review process carefully examines awarded aid packages and compares them to the institution’s approved methodology, helping to ensure that awards are consistent with established policy.

Through this process, we often uncover discrepancies that can have significant implications for both finances and enrollment outcomes. In some cases, students receive awards that are higher than intended, leading to inflated financial aid expenditures that may extend across multiple years of enrollment. In other cases, students are under-awarded relative to institutional guidelines, creating affordability barriers that can diminish yield, harm recruitment efforts, and undermine institutional competitiveness.

Our service identifies these errors early and provides actionable recommendations to correct discrepancies, strengthen awarding processes, and prevent costly mistakes from recurring. The result is greater confidence in the accuracy of aid expenditures, stronger alignment between policy and practice, and improved recruitment outcomes supported by fair and transparent awarding.

Meeting recruitment goals is essential to an institution’s vitality, but ensuring that those students are retained through graduation is even more critical for both mission fulfillment and long-term financial sustainability. High retention and completion rates strengthen institutional reputation, improve financial stability, and affirm the value of the student experience. Our team brings decades of experience in helping colleges and universities critically evaluate their processes, policies, and practices to achieve measurable improvements in student persistence and degree completion.

Through a comprehensive review, we help institutions identify the specific roadblocks—academic, financial, social, and operational—that hinder student success. We then provide data-driven insights and proven methodologies to address these challenges, ranging from proactive advising models and enhanced financial counseling to policies that foster stronger student engagement and belonging. Our approach emphasizes practical implementation, campus-wide collaboration, and measurable outcomes, ensuring that strategies move beyond planning into meaningful, sustained impact.

The result is a retention and graduation framework tailored to the institution’s unique mission and student population—one that strengthens enrollment stability, supports student achievement, and builds a culture of success that benefits the entire campus community.

Higher education financial statements are often complex and difficult to interpret. Institutions frequently rely on multiple financial measurement tools—ranging from internal budgets to audited financial statements—that are not only inconsistent with one another but also presented in ways that can appear opaque and unpredictable to stakeholders. This lack of clarity can obscure the institution’s true financial position and limit the ability of leadership, trustees, and campus stakeholders to make informed decisions. Our team applies a proven methodology to simplify and clarify financial reporting, working alongside institutional leaders to restructure financial statements so that they are transparent, accurate, and accessible to all audiences.

Once clarity in reporting is established, we build forward-looking financial models that project the impact of changes to key institutional variables such as enrollment, tuition pricing, financial aid, expenses, and auxiliary revenues. These models provide leadership with actionable insights into how today’s decisions will shape tomorrow’s financial outcomes. The ability to test multiple scenarios and anticipate both risks and opportunities is particularly critical in today’s volatile higher education environment, where demographic, regulatory, and market shifts require agility and foresight.

The outcome is a long-range financial planning framework that empowers institutional leadership with the tools and knowledge to strengthen sustainability, support strategic initiatives, and foster stakeholder confidence. By turning complex data into understandable and actionable projections, we enable colleges and universities to navigate uncertainty with clarity and confidence.

In today’s higher education environment, reliable and accurate financial information is essential for sound decision-making. Whether evaluating new investments or identifying opportunities to reduce expenses, institutions must be equipped with analyses that are rigorous, transparent, and tailored to their unique circumstances. Our team brings deep expertise in both areas, providing leadership with the clarity needed to weigh risks, allocate resources effectively, and align financial decisions with institutional mission and strategy.

We have successfully conducted financial analyses across a wide range of initiatives, including evaluating the expansion of athletic programs, assessing the financial sustainability of entire athletics operations, modeling the addition of new academic majors (such as health-related programs), and calculating the true cost of instruction across all academic departments. In each case, we transform data and assumptions into actionable insights that allow leadership to see both the immediate and long-term implications of their choices.

Our process delivers more than just numbers—it provides a decision-making framework that empowers institutional leaders to act with confidence. By presenting financial analyses in clear, accessible formats and integrating them with enrollment, retention, and market considerations, we ensure that every initiative is assessed for its potential return on investment and strategic impact. The result is a stronger foundation for making informed decisions that safeguard institutional stability and drive sustainable growth.

We transform healthcare systems by unlocking the full potential of Advanced Practice Providers (APPs). We partner with hospitals to create a comprehensive ecosystem for professional growth, beginning with the architecture of robust professional development pathways. This includes designing and implementing nationally recognized, accredited residency and fellowship programs for Physician Associates and Nurse Practitioners, modeled after proven successes that have scaled from concept to hundreds of trainees. We believe in leadership from within and provide a strategic roadmap to elevate APPs into the C-suite, leveraging our executive team’s firsthand experience in top academic and healthcare leadership roles to mentor and prepare candidates for executive responsibilities.

A cornerstone of our methodology is the strategic expansion of the APP scope of practice. Guided by experts with deep legal and policy-making backgrounds, including experience shaping model state legislation, we work with your institution to modernize bylaws, align credentialing with current laws, and advocate for policies that empower APPs to practice at the top of their licensure. Simultaneously, we drive innovation by integrating cutting-edge technology into clinical practice. With leadership expertise in corporate innovation and crisis leadership from institutions like MIT and Harvard, we guide the strategic adoption of Artificial Intelligence (AI) to enhance diagnostic capabilities, streamline workflows, and improve patient outcomes. By holistically addressing education, leadership, policy, and technology, we help you build a more efficient, resilient, and forward-thinking healthcare organization.

Is your institution ready for the AI revolution? The key to success is not just adopting new tools, but developing a comprehensive, responsible, and effective strategy for their use. Charley helps you build a custom "AI Integration Blueprint" that empowers your faculty and students.

• Curriculum Modernization: We work with you to integrate AI across your curriculum, moving beyond basic use cases to enhance academic rigor, student engagement, and critical thinking.

• Faculty & Staff Development: Get a hands-on, supportive approach to professional development that demystifies AI and empowers your team to use it as a powerful partner in their work.

• Ethical AI Policy Development: Navigate the complexities of AI with a strategic plan that addresses ethical use, data privacy, and academic integrity, ensuring your institution is prepared for the future.

Technology is a tool, but people drive innovation. Our change management services are designed to ensure smooth, collaborative, and successful transitions. We focus on the "human side" of innovation, building buy-in and confidence for your entire community.

• Technology Adoption & Training: Don't just implement new tech—ensure it's actually used. We specialize in driving adoption through hands-on training and a supportive, non-technical approach.

• 1:1 Device Program Implementation: Seamlessly roll out and manage 1:1 device programs that enhance student engagement and digital literacy, preparing students for an AI-centric world.

• Building a Culture of Innovation: We help you transform teaching practices and empower educators to confidently embrace new tools, ensuring your institution is a leader in modern education.

Cluttered and inefficient technology stacks are a drain on resources. Our strategic consulting services help you streamline your digital environment, reduce costs, and improve the user experience for everyone.

• Vendor Strategy & Portfolio Optimization: We analyze your existing technology tools and vendors to identify opportunities for consolidation, cost savings, and improved functionality.

• Unified Ecosystem Implementation (e.g., Google Workspace): Maximize the value of powerful, unified platforms to streamline administrative processes, automate manual tasks, and create a truly integrated digital campus.

• Efficiency Audits & Process Automation: Discover how to move beyond basic functionality to build an agile and efficient organization by leveraging technology to automate key workflows and reduce operational overhead.