Contracts
KPMG (Financial Consulting)
Through a robust suite of services, KPMG helps colleges and universities develop innovative strategies, harness the power of advanced technologies, and create organizational structures that can withstand disruption and thrive in the face of change. KPMG is a global leader in audit, tax, and advisory services. With more than 90 U.S. offices, KPMG delivers deep sector expertise and innovative solutions tailored to institutional goals. Their values—Integrity, Excellence, Courage, Together, and For Better—guide every engagement. KPMG’s commitment to continuous improvement and responsible business practices ensures members benefit from the latest strategies, scalable platforms, and proprietary tools. By partnering with KPMG, institutions gain a trusted advisor dedicated to fostering growth, sustainability, and transformative outcomes in education.
- Align your institution’s decisions with its mission and long-term vision through strategic planning, cost optimization, and risk assessment
- Navigate the complex financial reporting landscape, identify areas for improvement in your internal controls, and gain insights to help you make informed decisions.
- Improve capital planning and facilities for financial management by optimizing assets and managing risk to leveraging federal funding and public-private partnerships.
- Enhance your tax strategy with 990 Trackers and K-1 Aggregator software, support bond services, minimize tax liabilities, and comply with applicable tax laws and regulations.
- Enable the transition from outdated systems towards a modern connected campus by combining governance, technology, and maintenance to improve agility and reduce inefficiencies.
- Create a unified digital experience, enable data-driven insights, and streamline operations.
- Navigate federal mandates with real-time Executive Order monitoring and AI-powered compliance tools.
- Leverage proprietary tools and frameworks designed specifically for public sector transformation.
- Tap into extensive knowledge of the tax issues facing higher education institutions, including tax-exempt status, unrelated business income tax (UBIT), and compliance with federal and state tax regulations.
A&M
With a track record in recovery and restructuring, mergers and acquisitions, governance, cost control, and operational excellence services, A&M is the leading partner supporting education clients by generating innovative and effective solutions to complex, mission-critical challenges, delivered with maximum efficiency and empowered by the best in human and technological innovation. Understanding the unique mission and cultural and regulatory context of education, A&M provides fact-based consulting services grounded in delivering objective analyses, actionable recommendations, and tangible improvements. They deploy senior, battle-tested advisors who will roll up their sleeves in support of fundamental decision-making, transformation, and change.
- Takes a different approach to deliver lasting results: Hands-on, Experienced Leaders, Sense of Urgency, Bias for Action, Objective and Data-driven - That is the A&M Way. See the A&M Global Services Overview for more info on differentiators and integrated services.
- Former education CFOs, COOs, CROs, Principals, and seasoned domain leaders and consultants apply cross-sector insights to deliver tailored, data-driven solutions, transformative results, and sustainable value within the education ecosystem.
- Delivers a full suite of integrated advisory and consulting services including: strategy, operational excellence, benchmarking, partnerships, student experience and enrollment, economic development, capital planning and executive coaching; corporate financial, tax, risk and audit, business valuation, grant management and compliance; and other value added services like financial crisis management planning, scenario planning and stress testing, implementation of new accounting standards, digital / AI transformation, and ESG. See the E&I Service Area to A&M Service Description Map for more details about in-scope A&M services.
- Can embed experts in leadership roles such as interim CEO, CFO, COO, CRO, CIO, CTO or CAIO to drive transformation from within.
- With 30+ years of strategic consulting experience across early childhood, K–12, and higher education, A&M showcases proven results from engagements with small to mega public and private universities, academic medical centers/university health systems, K-12 districts, state educational agencies and the institutional and philanthropic organizations which support them. See A&M’s Management Financial Consulting and Advisory Case Study Collection for more detail
- Offers fixed-fee, performance-based and time & materials pricing models, and a free ½ day working session with the Member’s board or executive team to formulate strategies regarding critical problems or initiatives to help members assess needs and explore tailored solutions.
Rehmann
Rehmann is a professional advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. Rehmann serves education, government, healthcare, and nonprofits, and are a leading provider in Michigan with the aim to grow nationally through E&I.
- Customized engagements for a wide range of services
- Value-added offerings such as HR, IT, and intercollegiate athletics consultations
- Deep education expertise and personalized service
- Flexible pricing helps address budgeting concerns
- Annual Rebate and Incentive Opportunity
- NPS score of 80 reflects high client satisfaction
- Complimentary services include retirement plan reviews, IT assessments, and HR consultations
- Operates in MI, OH, FL with national reach through remote services