Summary of 2011

  

During 2011 we initiated and, in most cases, completed nine assignments for five clients.  The following are brief descriptions of our work during this past calendar year:
 

1. CPI continued its long-term advisory relationship with insurance experts who specialize in life, disability and health insurance.   Our work in southern New Hampshire generated additional work in other NH districts.

2, 3 and 4.  For another of our insurance clients, we  participated in three “loss  of income” assignments: two small and privately owned/operated and very  different restaurants as well as a large chain specializing in casual  dining.

5. In an  eastern MA town we provided the school superintendent consulting  services that focused on financial management.  With help from CPI, the  retiring superintendent was able to ensure that surpluses remained in the school’s fiscal 2011 budget when  he left in the summer. 

6. For a  large (i.e., 80,000 student and 15 member) Massachusetts collaborative,  we provided the Board and management team a verbal analysis of the  collaborative’s management and administrative status.    

7. We were  engaged by this same collaborative to assist in the transition for a new  executive director and to strengthen the collaborative’s financial  management  policies and procedures. Focus on payroll and accounts  payable was needed, and significant change occurred with authorization  of financial documents.  Two years of audits were needed as well as the  development of budgets. 

8. and 9.  During the summer we started and continued to work with a NH school  district as it restructures its middle and high school regular and  special education math and literacy curricula.  The formal reports have  been completed, and a review by the school committee and community will  occur in next 30 to 45 days.