Board reporting & education
Board & committee reporting redesign
A board-pack template, a one-page KPI dashboard, a consent-agenda structure that returns meeting time to discussion, and an annual reporting calendar.
Finance for trustees
A trustee education series covering CCRC economics, entrance-fee accounting, and the ratios and covenants that govern the balance sheet — with a plain-language glossary and a new-trustee orientation kit.
Committee support
Finance, Audit & Investment committee advisory
Agenda and materials preparation, an independent perspective in the room, minutes and follow-through tracking, and periodic charter reviews.
Governance events & transitions
Strategic retreat design & facilitation
Pre-retreat stakeholder interviews, agenda and materials, facilitation on the day, and a decisions-and-commitments memo within one week.
Executive evaluation & succession support
Collaborative development of the evaluation instrument and process, compensation benchmark liaison, and a succession plan covering both emergency and planned scenarios.
Where else we work.
Start with a conversation.
Tell us what is in front of you — an opportunity, a challenge, or a transition. We will tell you plainly whether OAS is the right help, and what the engagement would produce.