Equipping and empowering non-profits
 
 

Our vision:

Helping nonprofits properly form… and stay that way!

 
 
texture1.png
 
Excelsior-3.jpg
 
Excelsior-7.jpg

Our Mission

Excelsior Insights exists to provide consulting, education, remediation and coaching to non-profit leaders and staff, executives and their teams, school system leaders and staff, and volunteers to empower success.

Whether you’re a non-profit board member, leader, employee, booster parent, educator, coach, sponsor, school leader, or school system board we can help you evaluate and implement change and improvements to move your organization forward.

 

AUGUST 2019

“It was easily one of the best, most useful, most immediately impactful presentations I’ve ever attended. I know what I learned will result in some really beneficial changes

Nick Reynolds

Development Manager, Hi-Hope Center

 

Our Impact

Founded in 2007, Excelsior Insights has delivered education, consulting, remediation and coaching services to many non-profit organizations including the Georgia Music Educators Association (GMEA), the Community Foundation for Northeast Georgia, Georgia Regional Education Support Associations (RESAs) in the state, Gwinnett County Public Schools (GCPS), many school districts across the region, and a host of exempt organizations including many booster clubs. Excelsior assisted GCPS in implementing a new and innovative Parent Volunteer Organization Policy and supporting Procedure and guided the Gwinnett County Schools Foundation in creating an umbrella organization for county school foundations.  Cobb County School District relied on the team’s consulting expertise in developing its “Booster Resource Guide.” Excelsior Partners received the 2011 GMEA “Friends of Music Award” for their contributions to supporting music education around the state of Georgia.

 

10+

Thousand Dollars Saved

Over the years we’ve directly helped clients reap significant savings including significant cost-avoidance from potential litigation and/or IRS actions up and including fines, interest, and court costs.

 

12+

Years Serving

We’ve served organizations and individuals all over the southeast by mitigating disaster and helping set them up for success.

 
 

65+

Workshops Led

We’ve led seminars, consulting engagements, remediation efforts, and coaching sessions all over the state of Georgia for organizations of all shapes and sizes as well as individual leaders, members, employees, volunteers, and staff.

 
 

Our Services

We offer a variety of ways to engage depending on your specific needs and situation.

 

Consulting

In need of consulting or coaching specific to your situation? We love coming alongside organizations and being a part of ensuring their success and longevity. We offer flexible consulting, one time coaching or more, agreed-upon specific audit procedures, forensic help, templates and more to fit your needs. How can we help?

Education

Looking for informed participants, broader scope and wider engagement? We present seminars, workshops, leader orientation and training, all designed to more deeply engage organizations and stakeholders as you wish. Check our calendar to see what’s coming up or contact us to explore your specific needs.

 

Remediation

Have an emergency and need help? Yesterday? We can come to the rescue and help you mitigate crises or disasters in progress while also setting you up for success in the future via institutional remediation and implementation. How can we or our partners help?

 
 
charoal bg.jpg

APRIL 2019

These guys are the best at what they do and they’re here to help you get into compliance and thrive.

Jon Weyher

Director of Athletics & Activities, Gwinnett County Public Schools

 

Excelsior-5.jpg

Our Partners

We could not do what we do without the help and support of our strategic partners.

Learn More.

Our Team

Excelsior Insights was formed by alumni high school booster parents, successful business professionals in taxation, accounting, finance, operations, TQM and leadership, who recognized the lack of available, reliable, organized and understandable resources as they went through their own experiences in organizing, managing, leading and supporting non-profit organizations.

 
Excelsior-8.jpg

Steve

Kosmala

With a passion for serving others, Steve spent 37-years working in finance, accounting, administration and operations before retiring from the corporate world. He now pursues those passions further through volunteer work and by serving people like you in non-profits all across the region.

See more on LinkedIn.

Excelsior-8.jpg

Warren

McClellan

Warren is dedicated to serving people by helping guide them wisely through his work as a CPA and partner in a financial services company. He is also involved in a number of church, civic, and community organizations through which he volunteers his time to continue helping others.

See more on LinkedIn.

 
 

Next Steps

You’ve got questions, we’ve got answers. There are a number of ways we can work together. Choose from the options below to start moving forward. Today.

 

Check out our events page

Want to see our availability? Or if there’s an event coming up near you? Click the button below to see our calendar.

Ready to work together?

Whether you need consulting, an educational seminar, or emergency remediation, we can help!

Check out our blog

We do our best to stay on top of current trends and laws to keep you informed. See the latest on our blog.

 
texture2.png