Our Successes

We’ve helped more than 130 schools overcome institutional hurdles and pave the way for a stronger financial future. Get to know a few of our colleagues and learn how we made a measurable impact.

Seattle Pacific University

“I have had the privilege of working alongside Jeff, receiving the benefit of his expertise in modeling, analysis and refining operations and systems. As colleges and universities grapple with new realities and the institutional pinch-points of today’s competitive landscape, a rigorous and comprehensive approach is needed to align and allocate resources for maximum benefit. Jeff’s perspective has never been more needed. Especially beneficial for institutions that are tuition-driven, his forecasting models cover both traditional and non-traditional programs, gathering a variety of data to inform decisions. The “Financial Funnel” complements both the trending “Enrollment Funnel” and the “Enrollment Management Model” as persistence, graduation and discount rates are considered in capturing revenue projections for cohorts and classes. Jeff’s insight and analysis will provide the foundation needed to ensure that operational reporting and forecasting meet best practice standards.”

– Dr. Daniel J. Martin, President, Seattle Pacific University (WA)

Oak Hills Christian College

“CFO Colleague responded very quickly to our cry for help. Upon arrival, Jeff quickly ascertained the changes needed in order to right size our organization. His experience, knowledge, and insight gleaned from his work with over 30 schools yields great credibility and excellent and reliable benchmarking data. It is obvious after working with Jeff that he has a sincere passion to see Christian College and Universities thrive and excel in these turbulent times. Not only was his visit and associated recommendations highly beneficial but the COMP4cast model he helped us put in place will continue to provide accurate and timely information for decision making for the foreseeable future. I highly recommend CFO Colleague to those who need a seasoned outside opinion on how to be financially successful and stable for the coming years.”

– Carol Nelson, Former Executive Vice President, Oak Hills Christian College (MN)

Northwest Christian University

“Non-traditional student programs are the more challenging revenue streams to accurately predict. The CFO Colleague model is the first one we have found that provides a reasonable basis to forecast and track this dynamic population. The process has given us confidence in budget creation and provided a reliable management tool to identify program trends and economic viability.”

– Gene De Young, Vice President for Finance and Administration, Northwest Christian University (OR)

Who we’ve helped