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Treasury and Payments

Improve your working capital, reduce fraud and minimize the impact of unexpected disruptions with our treasury solutions—from digital portals to integrated payables and receivables—all designed to make your operations smoother and more efficient.

Learn more about our treasury solutions:

Credit and Financing

Prepare for future growth with customized loan services, succession planning and capital for business equipment or technology.

Learn more about our credit and financing solutions:

Commercial Real Estate

Get the strategic support to be successful throughout market and real estate cycles with insights, hands-on service, comprehensive financial solutions and unrivaled certainty of execution.

Learn more about our commercial real estate solutions:

International Banking

Global opportunities mean global challenges. But real success means understanding the local markets you serve—which is why we bring the business solutions, insights and market perspective you need. 

Learn more about our international banking solutions:

Industry Solutions Treasury Consulting

for Healthcare, Higher Education and Nonprofit organizations

Understand your strategic goals and transform your treasury organization.

 

What We Do

As an in-house, treasury consulting team dedicated to healthcare, higher education and nonprofit organizations, we engage directly with you, providing market insights and best practices on treasury optimization, system integration, digital strategy and workflow automation. We align with your short- and long-term goals and develop a holistic strategy to achieve them.

 

Consultative Approach

For every client engagement, we use a disciplined approach to make certain that our data-gathering and analysis efforts are as comprehensive as possible, no matter which mix of banking institutions you use. Ultimately, this allows us to structure a future state that is realistic and tailored to your needs and strategic vision.

 

Experience and Expertise

Our team has deep treasury consulting experience for healthcare, higher education and nonprofit organizations. We actively participate in the leading industry conferences for finance professionals, host roundtables and have an in-depth understanding of our clients' operating environments.

 

Strategic Perspective

We take a broad and long-term view with all clients. We seek not only to help you achieve your goals but also to position you for the next step in your evolution to better serve your mission.

 

Client-Focused

Our team closely collaborates with key treasury experts to develop an in-depth understanding of your objectives, challenges and operating environment, so our recommendations are truly aligned with what you want to accomplish. After completing our process review, we supply considerations, using your specific data, backed by return on investment analysis.

 


Connect with an Expert

Contact us

Spotlight on Consultants

Kristen Whitehurst

Kristen Whitehurst

Executive Director, Healthcare, Higher Education & Nonprofit

Jim Kelly

Jim Kelly

Executive Director, Healthcare

Arnold Torres

Arnold Torres

Executive Director, Healthcare
 

Jeff Nordstrom

Jeff Nordstrom

Executive Director, Higher Education & Nonprofit

Michael Manna

Michael Manna

Executive Director, Healthcare

Grayson Johnston

Grayson Johnston

Vice President, Healthcare

 

Nancy Votava

Nancy Votava

Executive Director, Higher Education & Nonprofit

Lynette Nelson

Lynette Nelson

Executive Director, Healthcare

Matt Petersen

Matt Petersen

Associate, Healthcare

 

John Deslauriers

John Deslauriers

Associate, Healthcare, Higher Education & Nonprofit 

Get in Touch and Stay Informed

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