Our partners bring 50+ years of combined experience to our clients.

Bill has over 25 years of postsecondary education experience with direct Finance responsibility in the area of budgeting and forecasting, financial aid/Title IV, consolidation of accounting functions, mergers and acquisitions, implementing financial systems, financial models, insurance/risk management, treasury management, audits.     

Bill has demonstrated accomplishments in postsecondary school operations including but not limited to:     

• Audits: Financial and Financial Aid  
• Budgeting and Forecasting  
• Consolidation of Accounting Functions  
• Credit Management  
• Financial Aid/Title IV  
• Financial Department Management 
• Financial Models  
• Financial Reporting  
• Insurance/Risk Management  
• Mergers, Acquisitions, and Teach outs  
• P & L Management  
• Startup Planning and Operations  
• Treasury Management    

In addition to the areas of expertise listed above, Bill's executive level positions provided him with the opportunity to learn all aspects of postsecondary educational operations which he applies to his client work.   

Bill has moved through positions of increasing responsibility from Director of Planning and Analysis to Controller to CFO. Within these roles, he has acquired experience and mastery in matters pertaining to the management and operation of accounting, accounts receivable, accounts payable, budget management and control, student aid disbursement, budget preparation, financial information systems, credit management, collections, fiscal planning, financial statement preparation, investing, and payroll.        

Prior to his entry into higher education, Bill's work experience includes working for a national direct mail marketing company, in multiple locations and levels of management, which provides him with sales and marketing experience and insight that are valuable to our clients. 

Bachelor of Business Administration - Accounting     

Texas A & M University     

College Station, Texas 

 Bernadette has demonstrated accomplishments in postsecondary school operations including but not limited to:   

• Academic Services
• Career Services
• Compliance (operations, internal and external) 
• Continuing Education  
• Institutional Accreditation (Regional and National)  
• Institutional Effectiveness and Improvement Planning  
• Mergers, Acquisitions, and Teach outs 
• Programmatic Accreditation  
• Start-up Approvals  
• State Licensing  
• Title IV Approvals, Compliance, and Reporting   

In addition to the areas of expertise listed above, Bernadette's executive level experience, tenure on boards of trustees, and audits of broad internal and external requirements have provided the opportunity to learn all aspects of higher education operations.  Bernadette held executive level positions reporting directly to the CEO. Her roles as Vice President demanded a high level of accountability in higher education and she had direct accountability for accreditation, state licensing, compliance, regulatory affairs, academic affairs, employer outreach, career services, and continuing education operations and other duties, as assigned.      

Bernadette’s career in education followed a career in hospitality in which customer service, commitment, interpersonal skills and problem-solving were critical to her success. In addition, she was an adjunct faculty member at Penn State – Beaver campus in the associate’s degree in hospitality management program, which enhanced her love of learning as she inspired her students with her own passion for education.  

Master of Business Administration 

Robert Morris University   

Pittsburgh, Pennsylvania     

Bachelor of Science in Business Administration  

Cum Laude  

Minor in Human Resources Management   

Minor in Communication in Business and Industry  

Geneva College  

Beaver Falls, Pennsylvania