Corporate Affiliates

Baker Tilly: is a national full-service advisory and accounting firm, providing assurance, tax, internal audit and consulting services to colleges
and universities, higher education systems, academic medical centers and research institutions. We collaboratively address areas such as risk
management, research compliance, cybersecurity, talent management, cost reduction, fraud, construction and other strategic and operational
issues, in addition to financial statement audit and tax services. We’re adept at crafting approaches to meet the ever-evolving needs found in
college and university settings and currently serve more than 400 institutions across the US.
Contact: Andrea Caladie, andrea.caladie@bakertilly.com or 570-820-0174

CliftonLarsonAllen: exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing services. With more than 8,500 people operating from nearly 130 locations across the country, including offices in King of Prussia, Pittsburgh and Bethlehem, we promise to know you and help you.
Contact: Sara Doyle, sara.doyle@CLAConnect.com or 267-419-1653

Core Education PBC is a Public Benefit Corporation with a mission to transform the business model of higher education. We accomplish this as a long-term, mission-critical strategic partner of colleges and universities, leveraging our economies of scale to achieve operational effectiveness, technological efficiency, market and capital expansion. Today, Core supports just under 7 institutions who have a combined budget of more than $3.5B. As a public benefit corporation, we are deeply committed to enhancing institutional prosperity through innovative strategies. By collaborating closely with presidents, boards, and campus executives, we offer pathways to both operational and financial resiliency.
Contact: Mariah Sheridan, msheridan@core.edu or 904-252-5361

Cornerstone Advisors Asset Management: is a Registered Investment Advisor located in Bethlehem, Pennsylvania. They provide fullservice investment consulting and OCIO services to middle-market institutional clients, including colleges, universities, and other not-for-profit
clients. They combine consistency of fiduciary process and flexibility of implementation to create tailored solutions for each client.
Cornerstone has a deep and experienced team—since 2016, they were named a Best Place to Work in Money Management by Pensions &
Investments.
Contact: Malcolm L. Cowen, scowen@cornerstone-companies.com or 610-694-0900

Corpay: our A/P payment automation frees higher education from repetitive manual tasks, reduces fraud, and eliminates compliance risks.
Contact: Tom Smith, tom.smith@corpay.com or 804-336-39989

First American Education Finance: is a financial services company dedicated to serving the needs of the education community. We provide
customized solutions to help schools deliver the best education possible to their students. Our unique financing solutions help over 500 schools
nationwide solve challenges from complex campus projects to equipment management – all through a simple and transparent experience. We are the endorsed program provider of the AICUP Project & Equipment Finance Program.
Contact: Matt Rankin, matthew.rankin@faef.com or 585-643-3459

Forvis Mazars is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the
largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience®
through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.
From small private colleges to large public universities, our team works with hundreds of educational institutions, demonstrating deep industry
knowledge. We’re not a “one-and-done” service—we’re your dedicated collaborator. Our skilled professionals are committed to reliable and
consistent communication, providing you with guidance to help your school stay on track with your goals. We listen, respond, and consult with
purpose—to help your school achieve its mission.
Contact: Adam Smith, adam.smith@us.forvismazars.com or 260-460-4047
Check out their AICUP webinar Trends in College & University Closures Recording | Slide Deck

FSL Public Finance: is a financial advisory firm that provides financial advisory and debt-related consulting services to
private and public institutions of higher education, and other municipal issuers, throughout the Commonwealth and Mid-Atlantic region.
Formed in response to yield burning and other abuses in the tax-exempt finance industry, our mission is to provide value-added services
consistent with the integrity, honesty and professionalism our clients expect and deserve. We are an independent financial advisory firm and
serve only our clients. We do not underwrite, purchase, place or sell securities, nor do we act as principals or counterparties in transactions with
our clients. FSL Public Finance has operated since 2001, is a member of the National Association of Independent Public Finance Advisors
(NAIPFA) and is a registered municipal adviser with the MSRB and SEC.
Contact: Rebecca Delia, rebecca.delia@fslpf.com or 717-399-6629

Janney Montgomery Scott LLC is a private financial services firm headquartered in Philadelphia. Janney’s Higher Education Not-for-Profit Advisory Group (the “HENFP Group”) provides comprehensive financial advisory services to higher education institutions nationwide to support data-driven financial decisions aligned with their strategic mission. The role of the HENFP Group is a fiduciary, providing financial advisory services in the areas of capital planning, debt portfolio management, credit analytics, and management and strategy support. Areas of specialized expertise include municipal transaction advisory services, internal bank frameworks, rating agency strategy and modeling.
Contact: Erin Ortiz, eortiz@janney.com or 215-962-0600

Nelnet Campus Commerce provides innovative, education-focused technologies and services to more than 1,300 campuses across the country. Our comprehensive suite of solutions give staff and students secure, real-time access to the information they need to streamline payment processes and achieve their educational goals. But we are more than just a vendor. We work closely with each of our clients to build the trust and experience necessary to create a true partnership. This consultative approach enables us to enhance our services and innovate our products to bring real value to our partners today, tomorrow, and beyond. We are the endorsed program provider of the AICUP Campus Commerce Solutions Program.
Contact: Laurie Holbrook, Laurie.Holbrook@nelnet.net or 207-329-8029

OMNIA Partners: With our team of experts dedicated specifically to higher education, OMNIA Partners, Public Sector (subsidiaries National IPA and U.S. Communities) eases the burden with the nation’s most comprehensive portfolio of products and services, all from industry-leading suppliers. Our participants join together to leverage their volumes, commanding higher discounts from manufacturers, distributors, and other suppliers. As the nation’s largest cooperative, OMNIA Partners connects thousands of educational institutions and public agencies for combined purchasing power. As the industry leader in service and value, OMNIA Partners makes it all easier, less expensive, and more efficient. All contracts available through OMNIA Partners, Public Sector are competitively solicited and publicly awarded by a lead agency (government entity/educational institution), using a competitive solicitation process consistent with applicable procurement laws and regulations.
Contact: Pam Pedler, pam.pedler@omniapartners.com or 860-883-9281

S&P Global Ratings: a division of S&P Global Inc. (NYSE: SPGI), is the world’s leading provider of credit ratings. For more than 60 years,
our public finance team has provided credit ratings, analyses and market insights for a diverse range of public sector and not-for-profit entities.
We currently rate more than 430 U.S. public and private colleges and universities.
Contact: Anthony Ivancich, anthony.ivancich@spglobal.com or 212-438-5060

Stevens & Lee – among the 250 largest law firms in the country, Stevens & Lee serves as counsel to colleges and universities throughout the Commonwealth and possesses a deep understanding of the challenges and opportunities they face. We assist these colleges and universities in a wide range of strategic matters, including higher education finance, government affairs, issues related to development and planned giving programs, as well as traditional legal matters relating to education law, student affairs, labor and employment, employee benefits, litigation and real estate, among many others. We have consulted in merger and acquisition transactions, and in exigency assistance. Among our professionals are current or past trustees of a number of Pennsylvania’s private colleges and universities, as well as lawyers who have served in senior executive positions and as faculty at institutions of higher education. This diverse educational and occupational expertise coupled with our multidisciplinary platform allows us to bring a unique understanding to the matters faced by private and public institutions in the higher education industry.
Contact: Jennifer Nevins, jennifer.nevins@stevenslee.com or 610-478-2243

Stifel: provides independent financial advisory or underwriting services for 508 higher education issues exceeding $19 billion. We are the endorsed program provider of the AICUP Debt Financial Advisory & Bond Program.
Contact: Ken Porembka, porembkak@stifel.com or 412-923-5926

Synario: (in partnership with PFM Solutions) is a comprehensive long-range modeling and planning solution designed to help CFOs, finance teams, and their boards take control of the financial trajectory of their institution. This cloud-based platform has built-in capabilities to perform sensitivity testing and what-if analysis around student enrollment and discount rates, funding sources, debt and capital, and labor and staffing. Synario provides powerful dashboards, scenario managers, and real-time displays designed to support decision-making, linking your financial plans to your strategic plans.
Contact: Marc Pitcher, PitcherM@synario.com or 215-557-1267

TFC Tuition ensures compliance, accessibility for students, and a steady flow of payments through flexible and customizable student loan servicing.
Contact: Glenn Karaban, gkaraban@tfctuition.com or 973-561-1400
Check out their AICUP webinar Strategic Tuition Payment Plans for PA Higher Ed Recording | Slide Deck