About Us

Our Chosen Values

Our business centers around bringing people together so that they can do their best work. We value diverse backgrounds, we strive to embrace and celebrate individuality, and we remain committed to our journey to provide equitable access and opportunity for all.  

Together, we reimagine what’s possible through a culture of diversity, equity, and inclusion reinforced by foundational values that we pledge to honor in all our relationships. 

Our company’s Chosen Values are best articulated through a pledge that we make to each of our clients. Click on each value to learn more.  

Client Stewardship

To be intensely devoted to Client Stewardship by always striving to do the right things for our clients, even when those things are not the easiest, or the most obvious. As trusted stewards, we will become deeply vested in each client's purpose, goals, values and long-term success. We will dedicate ourselves to a complete understanding of our clients’ industries and professions, as well as their customs and beliefs, and will preserve their independence and autonomy, as well as protect and nurture their uniqueness. We also remain firmly committed to our clients for the long run, in good times and in bad.

Cohesiveness and Alignment

To ensure Cohesiveness and Alignment throughout our company. This is more about attitude, teamwork, and cross-functional performance than it is about processes or reporting structures. This means that we will serve clients holistically, striving hard to ensure that all parts of our company are connected and working in harmony so that our performance is productive and cost effective. Simply stated, we will not let formal hierarchies and organizational boundaries get in the way of serving clients, solving problems, or simply doing the right thing.


To be relentless in our commitment and pursuit of Communication that is open, honest, frequent, credible, clear, and direct—up, down, sideways, among ourselves, and with our clients. We will tell the truth. Always. Period.

Customer Care

To deliver exceptional service to our customers, who are the leaders, members, and other stakeholders of our clients. To us, a customer is also any colleague or business partner supporting a client. Customer Care means doing it right (achieving excellence in all that we do) and doing it with speed and a sense of urgency.


To be committed to Growth in our clients. This means we will actively help our clients excel in the three fundamentals of growth: creating and maintaining a compelling and unique value proposition with members; being “easy to do business with”; and, communicating and marketing in meaningful, effective, consistent, and frequent ways.


To be mindful of, and committed to Inclusiveness in all aspects of our culture and our work. We value diverse backgrounds, experiences, skills and perspectives and strive to embrace and celebrate individuality and equitable access and opportunity for all.

Individual Responsibility and Accountability

To nurture the power of team performance but embrace Individual Responsibility and Accountability for actions, commitments, and results. This means that each of us is willing to step outside our own sphere of comfort, organizational duties, and immediate influence to help meet client needs, solve problems, or simply do the right thing.


To expect great things of ourselves, yet work to constantly expand our expectations by remaining committed to continuous Learning, renewal and self-improvement. We will also strive hard to leverage our collective knowledge and experience to benefit our clients. We accomplish this through ongoing intra-company sharing and networking, and in the capture and documentation of leading practices, tools, and lessons learned. Consistent with evolving client needs and expectations, we embrace incremental as well as transformational change in ourselves and in our business.


To exude Passion in our relentless pursuit of both knowledge and understanding of our clients, as well as in our service to their leaders, members, and other stakeholders. Our passion springs from the belief and deep conviction that what we do on behalf of our clients is important and meaningful—and that we are making a difference.

People Care

To take care of our people so that they can take care of our clients. People Care means offering our employees a challenging yet harmonious working environment where they can grow personally and professionally, reach their utmost potential, and make a meaningful difference in the industries and professions they serve through our clients.


To readily give Trust and strive hard to earn it. The foundation upon which all effective relationships are based, we know that trust ultimately generates success both for our clients and our company.