Advise

A clearer path forward, grounded in experience and built for your reality.

1

Program Design and Strategy

Strong programs don’t happen by accident—they require clear priorities, thoughtful design, and alignment with organizational goals.

We help leaders see what’s working, understand what’s not, and make informed decisions about where to go next, why, and how to do it.

Outcome: A strategy and roadmap to build or strengthen your ethics and compliance program.

2

Board and Leadership Advisory

Boards and executives are expected to oversee increasingly complex—and quickly evolving—ethics, compliance, and culture challenges.

We help leaders ask better questions, focus on what matters most, and strengthen their approach to governance and oversight.

Outcome: Greater clarity, confidence, and focus in leading and overseeing ethics, compliance, and culture.

3

Data Strategy for Compliance

Compliance leaders have access to more data than ever—but many struggle to transform information into the insights needed to make better decisions.

We help organizations ask the right questions, harness their data, and develop strategies to measure what matters.

Outcome: A data-driven approach to identifying risk, measuring impact, and making decisions.

Curious about how your board and committee reports stack up? Consider the Board Readiness Studio™ by CDE Advisors.

The Board Readiness Studio™ by CDE Advisors

Transform board and committee reporting into a tool for meaningful insight and decision-making. We assess what you're reporting and how you're reporting it, help strengthen the content and story, and work with you to better measure and communicate outcomes—not just activities.

  • We assess your most recent report to identify what's working and ways to improve.

  • We assess the quality and usefulness of your data, metrics, insights, risk reporting, and the identification of trends—and share written observations with your team.

  • Before your next reporting cycle, we review a draft of a revised report and provide targeted feedback on content, structure, data, narrative, and the quality of actionable insights.

  • Through focused prep session, we work with your team to refine the report and the presentation.

  • And finally, we provide strategic ideas for longer-term improvements, helping you move beyond incremental changes toward a more effective, data-driven approach reporting.

What to expect:

  • Internationally recognized expertise

  • A deep review of your most recent report

  • A 2-4 page written evaluation that (i) “scores” your report across several dimension using our proprietary framework and (ii) identifies specific areas for improvement

  • At least three one-hour advisory sessions to discuss observations and plan next steps

  • Review of your revised report in advance of the next reporting cycle, with feedback

  • A concluding set of ideas / strategic guidance for longer-term enhancements beyond immediate reporting cycles