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
27 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
Strategic advisor and operator; helps organizations define growth strategy, scale products, and drive operational performance across SaaS, fintech, edtech, and nonprofit sectors.
M.B.A., American University (Kogod School of Business)
B.A., Virginia Tech
M.B.A., Harvard Business School
B.A., Dartmouth College
Association and nonprofit executive with 30+ years building member engagement, partnerships, and operations across global trade associations.
B.A., American University
M.B.A., Georgetown 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
