Our Services

At Sycamore Bridge Advisory, we help nonprofit boards and leadership teams strengthen governance, financial resilience, and leadership effectiveness. Our services are designed to meet the real-world needs of boards navigating complex challenges — with trusted counsel and practical strategies. Engagements are tailored to the needs of each organization; we are happy to discuss scope and options in an initial conversation.

Board Governance Review & Strategy

A focused process to assess board structure, roles, and effectiveness. We provide actionable recommendations to help boards clarify responsibilities, improve decision-making, and align governance with mission goals.

Example outcomes:

  • Evaluation of governance documents against best practices

  • Clear delineation of board vs. executive roles

  • Improved board meeting structure and focus

  • Stronger alignment between board leadership and mission priorities

  • Practical board self-assessment and governance improvement roadmap

Financial Oversight & Resilience Advisory

Support for enhancing board financial literacy, improving risk oversight, and building long-term financial sustainability. We help boards and finance committees engage more effectively with financial leadership — moving beyond approval of budgets to true stewardship.

Example outcomes:

  • Improved board and committee understanding of financial reports

  • Identification and mitigation of financial risks

  • Enhanced oversight of budgeting and long-range financial planning

  • Clearer board engagement with financial strategy and sustainability

Leadership Transition & Succession Planning

Advisory support for boards navigating executive transitions and leadership succession. We help clarify board and staff roles in transition, manage risk and continuity, and structure leadership search and onboarding processes for long-term success.

Example outcomes:

  • Clear board role and responsibilities during executive transition

  • Strengthened alignment between board and leadership on transition strategy

  • Board preparedness for executive succession and emergency leadership scenarios

  • Support for search, onboarding, and post-transition governance alignment

Fractional CFO Services (Select Clients)

Ongoing financial leadership support for select organizations seeking trusted external guidance on financial management, reporting, risk, and strategy.

Example outcomes:

  • Improved internal financial reporting and transparency

  • Strengthened risk management and compliance practices

  • Enhanced budget development and monitoring processes

  • Support for major financial decisions and long-range planning

Contact us

Ready to start a conversation?
Let’s explore how Sycamore Bridge Advisory can help your board and leadership team strengthen governance and financial resilience.