Additional Services

CF&M also provides a wide range of management advisory services. Our commitment is to help our clients fulfill their missions by taking them from where they are to where they want to be in the future. The following is a list of additional services CF&M provides:

Organizational Planning

  • Strategic Planning
  • Annual Budgeting – Forecasting
  • Retirement Need Assessments
  • Community Mergers-Consolidations
  • Program Performance Assessments

Facilities Planning

  • Utilization Evaluations
  • Deferred Maintenance Studies
  • Market Value Assessments

Development Studies

  • Feasibility Studies
  • Development Department Performance Assessments
  • Strategic Plans for Development Growth
  • Assessing Foundation Giving
  • Joint Cost Allocations
  • Private & IT Security Controls
  • Management Services
  • Internal Control Studies
  • Risk Assessments
  • Outsourced Administrative Accounting and “CFO-to-GO” Services
  • Staff Training Workshops
  • Administration Transitions
  • Outsourced Internal Audit

Cash Management & Wealth Preservation

  • Insulation of Assets
  • Preparation of Investment Policy Statements
  • Budget Reporting
  • Centralized Accounting and Banking Facilities