Pooling excellence develops with attention to governance, risk sharing operations, business services, and member engagement. Leaders uphold sound risk sharing principles, anticipate new conditions, and prepare for greater exposure complexity. Our work helps drive mission-focused quality, build trusted community systems, and support member professional development. We contribute to continuous improvement in risk financing and risk control.

“The future looks different for pools that have evolved to really and truly operate as risk management pools… These pools hold continuing promise, especially those that represent the smaller end of the public entity scale.” – Dr. Peter C. Young
Professional Services in All Four Operational Domains

Purpose Driven Concentrations
We offer support and content within each of the 12 areas shown below. We describe benefits and key specifications of assistance available to pool stakeholders. Arrows open summary and images have links.

Blueprint, roadmap and assessment instrument support to achieve mission, vision, and value. Practical knowledge and solutions across all pool operations.

Creative services to convey, the public benefit position. Pool history as a leadership tool. Stakeholder engagement services.

Talent planning and development support to achieve total team well-being and effectiveness.

Systems design, build, and testing services to keep members and “grow at quality.” Integrate new programs with confidence.

Guidance and integration support to align interests and fulfill mutual aims for members. Independent review of association fees.

Advancement of UX and CX augmented with AI to raise good stewardship metrics. Insights from frontier experience.

Total positioning and voice support to reach top-of-mind and “stickiness” goals. Guidance across the spectrum of media.

Reporting examples of pools producing outstanding results. Documenting what works well and can be scaled or adapted.

Administration for projects and experiments to make operating progress possible.

Facilitation and content for close knit groups seeking elegant solutions for discrete challenges.

Collaboration for long-term initiatives to uncover opportunities of strategic level impact.

Structure and framework support for mentoring conversations to accelerate learning.

Thought Leaders Group Work
Independent research and facilitation for ad-hoc situations and sustained connections.
• Subject Matter Forums
• Fusion Groups
• Boundary Spanning Initiatives
Our work can be found in a variety of successful public entity pools.
| Local Government Mid-Atlantic | School District North East | School Districts Southeast | Local Government Mid-West | School District Pacific Coast |
| School District Pool Central US | Multi-Pool Captive | Multi-Pool Captive Feasibility | Multi-Pool Work Alike Group | Multi-Pool Umbrella Group |
Every engagement is an opportunity to create cooperative advantage and build practical risk ownership that sustains readiness, reliability and resilience.

