Our clients present a wide-variety of needs. We customize solutions based on a core set of risk management, ethics, governance, and program development services. Whether you’re looking to sell, grow, go public, or are addressing a specific issue, we can help.

  • Risk Framework & Governance

    Organizations face a complex hub of risks. Risk Frameworks provide a consistent, repeatable approach to make risk-informed decisions with predictable outcomes. Effective Risk Frameworks along with clear governance structures and oversight activities support a culture that manages risks and identifies problems early. Business objectives are reached faster and more effectively when roles and responsibilities are clear.

  • Program Development

    Sound operational and risk-aligned programs are integral to continued success. Program Development can encompass enterprise-wide risk management, or can be tailored to a specific topic such as conflicts of interest or root cause analysis. The use of Artificial Intelligence is discussed and considered during program development.

  • Ethics & Culture

    Ethical culture shapes how and why decisions are made. A strong culture of ethics enhances reputation and shapes how organizations operate. Whether it is establishing a mechanism for reporting concerns, performing a culture analysis to understand employee sentiment, or building ethics and conflicts of interest programs, when customers and employees feel safe, supported and invested it enhances trust and loyalty, supporting growth and success for your business.

  • Policies & Procedures

    Effective policies and procedures define the rules and how the rules are followed. Clear, concise and integrated governance documentation supports consistent quality in your operations, while delivering best-in class customer and employee experiences.

  • Ongoing Risk Advisory

    Companies may not always have the in-house resources to address specific and ongoing risk needs. Having a trusted expert to contact when needed on key risk topics, or to review critical reporting for Boards of Directors and other stakeholders, provides valuable perspective, can identify blind spots, and ensures the organization is able to address risks at the speed of business.

  • Artificial Intelligence

    Artificial Intelligence is quickly evolving and can be utilized in ways that support efficiency and can streamline work efforts. A strategic and risk-focused approach to AI adoption can maximize benefits without unnecessary risk exposure to the vulnerabilities of AI (e.g., hallucinations, data privacy, false sources cited, etc.).

  • Risk Assessment

    Risk assessment is a snapshot of a company’s risks and controls, used to guide decisions, allocate resources wisely, and protect the business. Risk assessment allows leaders to see where the company is most vulnerable (such as: operations, finance, compliance or reputation) and take informed steps to improve the organization.

  • Customized Training

    Customized training on risk, ethics, or specific initiatives and programs, delivered to your organization supports effective program integration, can be used to engage and inform stakeholders, and allows targeted support for the topics key to your success.

  • Issue Management

    Effective issue management processes support timely identification and resolution of concerns, which provides peace-of-mind to business leadership, employees, and customers. This work also includes secure reporting channels for customers and employees to raise concerns. Centralized tools to manage the lifecycle of issues including corrective actions and associated risks are also key considerations.