Case study A foot in the door Situation A large new logo higher education institution called with an emergency. The state legislature refused to pay bonuses for its investment management group. The Board needed a solution before the next meeting with the legislature, which was in two weeks. Solution Our team met with the Board, senior management and the Chief Investment Officer. We reached consensus on a solution and attended the state legislature meeting to present our recommendations, which were approved. Results The Board was so impressed with our responsiveness and professionalism that we were able to establish an ongoing relationship that has been in place for eight years, resulting in projects at both a system and intitution level. This client serves as a great reference

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