Helping you help your boards of directors

Volunteer board directors are not (usually) engineers, accountants, or Reserve Fund consultants.  They're homeowners doing their part for their community.  Even if they do read the long, jargon-heavy, multi-scenario reports they receive, they have neither the time, nor the expertise to determine if the report provides them with accurate information.  That results in:

1. Board directors who question nothing = no due diligence, breach of fiduciary duties

2. Board directors who question everything = organizational paralysis, poor work environment

3. Board directors retiring due to overwhelm = training and learning curve lost (inefficient)

Boards move when they have:

• Clarity and confirmation

• Plain language explanations of what they are considering

• Confidence in the accuracy of the report on which they are basing their decisions

Society is moving away from "if you say so" assurances, and any board given that assurance in error will question management for a long time, or simply replace them.

Your team is running the day-to-day.  Do they have time time to fully vet reports?  What if they miss something?  We can backstop management with our rigorous validation and assumption testing methodologies. We provide assurance that report recommendations are sound based on their data and analysis.  We can validate assumptions used are reasonable and based on sector standards. And where we find gaps, we provide respectful commentary that can be provided to the consultant for further review.  We do all this in a 1-2 page plain language brief which can be provided in draft within five business days (as a rule, there are always exceptions).

Moving to a more data-driven validation of your reports represents a minimal cash investment the yields significant returns in board director satisfaction, a stable work environment, and documentation demonstrating a board exercising its due diligence when making decisions.

For more information on our report types, keep reading.  For more information about our services and pricing, email us or click the "get info/get pricing" button.