Fiducient Advisors

Fiducient Advisors provides investment consulting services to retirement plans, endowments and foundations, family offices and private clients. Headquartered in downtown Chicago with six additional offices, the firm currently advises more than 900 institutional clients nationwide with total assets under advisement of approximately $280 billion as of June 30, 2023. Our mission is to help clients prosper Read More

PKF O’Connor Davies

Founded in 1891, PKF O’Connor Davies has evolved from a regional accounting firm to an emerging national leader with more than 1,500 professionals and 18 offices in the U.S. Our team of top-notch professionals delivers a complete range of audit, tax, and advisory services to a diverse and growing global client base. By bringing together Read More

Citrin Cooperman

Citrin Cooperman has a dedicated Not-For-Profit Practice, which consists of professionals with the expertise and knowledge to meet the needs of not-for-profit organizations in the areas of accounting, audit, tax, and consulting. When you need a highly-specialized service, you can count on our team to develop innovative solutions and strategies to help your organization succeed. Read More

Rockland Trust

Rockland Trust is a full-service commercial bank headquartered in Massachusetts. With over $20 billion in assets, Rockland Trust serves businesses, organizations, and individuals across more than 120 retail branches, 21 commercial lending centers, and 11 investment management offices throughout New England. Rockland Trust is honored to have been recently ranked #5 in the nation, and Read More

Modern Capital

Protect Your Human Capital Investment, Correlate to Organization Goals, & Sustain Financial Stability Independent Schools play an extremely important role in their respective communities, to their constituents, as well as their employees & leadership. It our job is to understand that role, and help you achieve your mission both now and into the future. Our Read More

Blackbaud

Blackbaud is the world’s leading cloud software company powering social good. Serving the entire social good community—nonprofits, higher education institutions, K–12 schools, healthcare organizations, faith communities, arts and cultural organizations, foundations, companies, and individual change agents— Blackbaud connects and empowers organizations to increase their impact through cloud software, services, data intelligence, and expertise. The Blackbaud Read More