OUR TEAM

Ari Betof, EdD, MBA

Co-Founder, Partner

Financial sustainability and organizational effectiveness expert with a passion for mission-driven transformation

Kelsey Vrooman

Co-Founder, Partner

Data storyteller and information designer with deep expertise in technology in independent schools

Anne-Marie Balzano, EdD

Senior Governance Strategist

Governance and leadership expert with a love of board education

Sarah Enterline Roch, PhD

Institutional Research Consultant

Educational research expert with a passion in evaluation and outcomes measurement

Cliff Kling, JD

Senior Executive Compensation & Leadership Strategist

Executive compensation expert with a passion for transformational leadership and organizational health

Eric Heilman

Senior Institutional Research Strategist

Data analysis expert leading the way in bringing institutional research to independent schools

Jason Kern

Senior Innovation Strategist

SCRUM-certified independent school leader marrying innovation and change management

Mike Cobb

Senior Innovation and Organizational Excellence Strategist

Futurist with a passion for strategic innovation, agile enrollment management, and school design  

Mike Kegler

Senior Data Architecture & Visualization Consultant

Data storytelling and automation pro focused on improving process

Tyler Musselwhite

Data Analyst

Indy school grad and all-around rockstar helping to get things done

Jenna Davis

Organizational Effectiveness Consultant

Systems thinker and change facilitator skilled at getting clients to move beyond impasses

Barb Rosston

Strategic Governance Consultant

Non-profit governance powerhouse with a passion for bylaws and strategic planning


COLLABORATORS

Susanne Carpenter

Principal and Founder,
Carpenter Leadership Consulting

Experienced leader and coach committed to developing and advance high-functioning and strategy-focused leadership teams

Sadie Albertyn

Affiliate Consultant

Savvy school leader with a passion for effective implementation of strategic initiatives

Kevin Harig

President and Founder,
Trabant Technology Partners

Experienced in technology consulting, systems and network engineering

Avis Leverett, PhD

Affiliate Consultant

Savvy strategic planner and educational psychologist with a depth and breadth of PK-16 education and nonprofit experience

Louis Fierro

Affiliate Consultant

Data infrastructure and warehousing expert that helps independent school technology departments manage data

Nikki Gamrath, PhD

Affiliate Consultant

Educator, leader, and facilitator with expertise in leading positive change in the complex systems and structures of PreK-12 independent schools.

Denise Musselwhite

Founder, Tech & Thrive

Technology professional experienced in legal, education, technology, and non-profit leadership

Jordan Lawson, PhD

Affiliate Consultant

Researcher and software engineer building statistical models and research tools that help promote a more equitable society

Gretchen Warner

Affiliate Consultant

High-impact leader skilled at integrating research, data, and heart to guide independent schools into the future

Susan Wayland

CEO and Founder,
Strategic Finance Advisory, LLC

Savvy strategic finance expert skilled in for-profit and nonprofit finance

Alex Halladay

Affiliate Consultant

Enrollment management expert committed to advancing diversity, equity, and inclusion and anti-bias practices 

Martha Ambros

Affiliate Consultant

Passionate advocate for the strategic and day-to-day importance of finance and operations in delivering on an organization’s mission


INTERNS

Alaina Musselwhite

Data Analysis Intern

College student specializing in Information Systems and Business Analytics