Resource Management Projects


Professional Advisor to Religious Institutes Worldwide

We offer clients help in managing their ongoing affairs as leaders of their congregations, institutions, and organizations. Our areas of expertise and focus include the following.

  • Financial Management and Stewardship
  • Organizational Management and Structures
  • Reconfiguration, Reunification, and Restructuring
  • Strategic Planning and Operational Implementation
  • Accounting and Business Operations’ Management
  • Legal Audits and Business Office Reviews
  • Investment Banking for Non-Profit Entities
  • Loan Programs, Grants, and Fund Development
  • Management of Temporalities
  • Financial Forecasting and Budgeting
  • Facilities Management, Property Database Maintenance and Reporting
  • Real Estate Transactions and Advisory Services
  • Retirement Funding Models and Long-Term Care Financial Planning
  • Leadership and Management Training, Coaching, and Capacity Building
  • Principles and Programs for Integrating Global Fraternal Economy
  • Facilitation for General Chapters and Other Assemblies

(Some jurisdictions have licensing requirements which need to be complied with.)