The Premier Engagement
Connect your mission, money and next stage of growth.
Premier combines the complete Foundation & Advisory financial system with strategic planning and implementation support, so your priorities become costed choices, clear owners and a roadmap you can achieve.
See if we're a fit
Sound familiar?
Big decisions ahead. Too little visibility.
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Current funding won't last forever, and the gaps ahead aren't fully mapped.
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New programs and revenue ideas compete for the same time and money.
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Leadership is carrying too much, and too much of it lives in their heads.
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Your board needs a clearer picture of what the organization can sustain.
How it works
Three phases from foundation to action
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Establish the Foundation
Build a dependable basis for decisions.
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Assess workflows, records, reporting and provider roles
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Operating budget, budget-to-actual, rolling forecast and funding tracker
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Connect near-term cash to longer-range commitments
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Align Strategy & Resources
Test priorities before committing scarce time and money.
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Turn strategic priorities into a costed 12-month roadmap
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Evaluate selected program, event or earned-revenue ideas
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Identify funding gaps, owners, milestones and decision points
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Activate & Transfer
Make the plan usable beyond the engagement.
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Document routines, responsibilities and delegation priorities
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Team training and a board financial education session
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Scheduled leadership reviews through initial implementation
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What you leave with
A connected financial management system, a costed strategic roadmap, clearer accountability, and a practical rhythm for reviewing progress and adjusting decisions.
From colleagues & collaborators
Steady leadership through complexity and change
"You brought clarity, compassion, and creativity to the table, especially when navigating complex funding issues and making sure we were always taken care of with our budgets."
Stephanie K. Ramos, PhD
Former colleague, Oregon State University
"You consistently brought fresh ideas and thoughtful suggestions for improvement, helping the team adapt and thrive during transitions."
Celene Garcia
Former colleague, Oregon State University
Best for
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Nonprofits navigating growth, a funding transition or a strategic planning cycle.
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Leaders who need dependable financial infrastructure and help deciding what comes next.
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Boards ready to tie priorities to real costs and capacity.
Not included
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Routine bookkeeping, payment processing, payroll or historical cleanup.
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Tax preparation or filing, legal services, audit, review, compilation or attestation.
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Grant writing, marketing, CRM setup and ongoing retainers are scoped separately.
A note from Iset
I created The Premier Engagement for leaders who are done guessing.
I lead every Premier engagement personally. Sessions, deliverables, the implementation period and timeline are agreed in writing before work begins, so you know exactly what we'll build together.
Iset Sevilla-Bazan, Founder & Principal Advisor
Questions
How is Premier different from Foundation & Advisory?
Foundation & Advisory establishes the financial system. Premier adds strategic financial analysis, resource alignment and initial implementation support to put your priorities into motion.
Is this unlimited access?
No. Premier is a defined engagement, not an outsourced executive team. Your team stays responsible for day-to-day execution and source records.
Do you guarantee funding?
No. Premier helps you plan for funding gaps and diversify revenue, but funding and revenue outcomes aren't guaranteed.
Is the consultation free?
No. The strategy consultation is a paid $150 session focused on your organization's goals.
Apply for the Premier Engagement
Start with a one-minute application. Iset reviews it before your paid $150 strategy consultation.
Start my applicationAlready confirmed your engagement in writing?
Secure my Premier Engagement