Your strategy is losing relevance as the industry evolves.
Your Board is not aligned on the priorities that matter most.
Your value proposition lacks clarity across member segments, especially in advocacy, collaboration, and education.
Your team is chasing too many priorities without a clear framework.
Member engagement is declining across boards, committees, and key events.
AI is moving fast, but you lack clarity on where to focus and how to implement.
Costs are outpacing revenue and putting pressure on reserves.
Years advising $10M-$100M+ associations
CEO & Board trusted advisor relationships
31 wins & no losses to top-tier consulting firms
Growth generated for best practice client
Led by partners from world-class management consulting firms such as BCG, Oliver Wyman, Accenture, AT Kearney, Deloitte + investment banking, M&A, PE executives from Blackstone, JP Morgan Chase, Credit Suisse, and others.
Backed by Willow Park, a private wealth fund built for one market ⏤ associations ⏤ so that we can serve leaders without compromise.
Integrated advisory model designed specifically for $10M-$100M+ associations by providing strategy, operating model, and back-office support.
Providing AI strategy, data readiness, and implementation support to streamline operations, increase productivity, drive new revenue, and ensure responsible governance.
If your strategy needs a reset, let’s talk. Whether you’re navigating growth, change, or complexity, we bring clarity and momentum to what’s next.
CharterOak partners with a select number of associations each year on a retained basis. Reach out to explore our fit. Our retained model allows us to become a trusted extension of your leadership team.
Trusted advisor to association CEOs and Boards; leads strategy, growth, and transformation initiatives.
B.S., Cornell University
Executive Master’s Program, Kellogg School of Management, Northwestern University
Strategy leader, operator, and educator with experience across venture-backed companies, media, and executive education.
B.A., Stanford University
M.B.A, Harvard University
Strategy and public affairs leader with experience advising associations on growth, stakeholder alignment, and industry impact.
B.S., New York University, magna cum laude
J.D., Elizabeth Haub School of Law at Pace University (Law Review)
Seasoned CEO, COO, and consulting partner with 35+ years leading strategy, transformation, and operations across private, public, and social sectors.
M.B.A., Rutgers University
B.A., Connecticut College
Strategic technology advisor and entrepreneur; helps organizations design, build, and scale AI-enabled platforms, automation systems, and data-driven digital products.
B.Comm (Information Technology), Toronto Metropolitan University
Computer Programmer Analyst diploma, Conestoga College
Executive advisor and leadership strategist helping organizations transform by equipping high-potential leaders and their teams to master transitions, command presence, and build enduring cultures.
MBA, The Wharton School, University of Pennsylvania
BA, Barnard College, Columbia University
London School of Economics, General Course
Strategic advisor to association CEOs & Boards, company executives, and financial sponsors on growth, performance, and value creation.
MPhil, University of Cambridge
B.A., University of Florida
M.B.A., Harvard Business School
B.A., Dartmouth College
Consulting executive and entrepreneur with 35+ years leading strategy, enterprise transformation, and organizational performance across global companies and complex institutions.
M.B.A., The Wharton School of The University of Pennsylvania
B.S., Cornell University
Leads positioning, go-to-market strategy, and execution; translates strategy into growth and market impact.
B.A., Walsh University, cum laude
Running Start 2019 Alumna
Strategy and transformation executive with 25+ years of experience helping organizations navigate complex change, redesign operating models, and execute strategic initiatives across corporate, government, higher education, and nonprofit sectors globally.
Trusted communications advisor to CEOs and boards; transforms strategy into compelling narratives and communications plans to engage employees, government, and key stakeholders.
Press Secretary, US Senator John Glenn
Leader, Global Communications, P&G
Vice President, Communications and Creative, News America
Chief Marketing Officer, United Way of Greater Cincinnati
Vice President, Strategy and Marketing, CincyTech
B.A., Political Science, Miami University
M.A., International Affairs, George Washington University
Executive advisor and transformation leader with 15 years in management consulting, known for taking on complex, ambiguous programs and driving them to lasting impact.
Director, Strategy & Operations, Slalom Consulting; Chicago office Chief of Staff
Manager, Strategy & Operations, Deloitte Consulting
Led enterprise-scale transformation, technology, and M&A integration programs for Fortune 500 and public-sector organizations
Extensive experience across a wide range of industries, including life sciences, healthcare, government, industrial products, financial services, and consumer/retail
M.B.A., Marketing, Kelley School of Business, Indiana University
B.S., Finance, University of Illinois Urbana-Champaign
Seasoned consulting managing partner, private equity managing partner and banking COO and EVP. 30+ years leading strategy, transformation, operations and investments across private, public, and social sectors.
Patrick Gordon is a strategic advisor to CEOs, Boards, and private equity sponsors on growth strategy, M&A, and value creation across multiple sectors. M.B.A
Partner, PwC, practice Leader for the Technology, Media & Telecommunications (TMT) Strategy Consulting Practice, Advisory practice, and Private Equity Value Creation practice
Practice Leader, Innovation, PRTM Management Consultants (acquired by pwC); helped clients develop and launch breakthrough technologies and improve effectiveness
Engineering leadership roles at AT&T Bell Labs, Digital Equipment Corporation (DEC), and Xerox
Value creation and transformation engagements across public and PE-owned companies ranging from S200M to 55B* in revenue; focused on gross margin expansion, EBITDA improvement, and working capital efficiency
International advisory experience across the Americas, Europe, and Asia
Harvard Business School MS
Electrical Engineering, Cornell University B.S.
Electrical Engineering, NYU Tandon School of Engineering
Executive coach and consulting partner leveraging 35+ years of professional experience spanning management consulting, product design and academia to address each client’s unique needs and achieve their goals.
Founder, Seminal Coaching; Executive coaching (ICF-ACC) and advisory
Chief Operating Officer, Keystone
Partner, PwC (acquired PRTM); Operations Competency Lead for the US Entertainment, Media and Communications Sector
Partner, PRTM Management Consultants; Partnership Committee Chair, Telecom Product Development Practice Lead, Communications Sector Talent Lead
Adjunct Professor, Mason School of Business-College of William and Mary; Kogod School of Business-American University
Product Design Manager, Apple; Paradyne Networks
M.B.A., San Jose State University
B.S., Michigan State University
Executive Certificate in Leadership Coaching, Georgetown University School of Continuing Studies
Director Education Program and Certification, UCLA Anderson School of Business
