Services
Integrated governance, finance, leadership, and execution
We’re not a compliance firm. We’re a governance transformation partner.
We do board training and board composition, but that's not what defines us. What defines Board Veritas is governance as a real partnership with the CEO. Everything else serves that.
“Board Veritas didn’t just tell us what to do differently. They came in and actually did it with us.”
GOVERNANCE
Board Coaching & Training One-on-one and group sessions that strengthen governance performance, clarify roles, and build a more effective CEO-Board Chair partnership.
Board Retreat Facilitation Half-day to multi-day facilitated events designed and debriefed in partnership with leadership.
Board Self-Assessment BoardSource-administered assessment with a comprehensive report delivered to leadership and/or the full board.
Governance Audit A deep evaluation of board structure, function, and culture — including document review and optional director interviews.
Bylaw Review A diagnostic of your governing documents to ensure they reflect current board structure and don't create unintended vulnerabilities.
FINANCE & OPERATIONS
Fractional & Interim CFO Services Senior financial leadership on a part-time or interim basis, including CEO coaching on how to work effectively with financial leadership.
CFO Search & Placement Recruitment of permanent finance leadership matched to both technical requirements and organizational culture.
Board Financial Literacy Training A governance-first approach that moves boards from performative financial reviews to genuine fiscal oversight.
Finance Infrastructure Design Forecasting, reporting, and accountability systems that give boards and leadership teams real visibility.
EOS Implementation Full implementation of the Entrepreneurial Operating System for leadership teams ready to run on a system, not instinct.
LEADERSHIP & PEOPLE
Fractional HR Leadership Executive-level HR support covering people strategy, compliance, culture, and manager coaching — without a full-time hire.
Employee & Leadership Development Workshops and training programs tailored to your team's growth needs.
CEO Performance Evaluation Support End-to-end support for annual CEO reviews — including compensation benchmarking and employment agreement development.
Employee Engagement Surveys Survey design, administration, and analysis to surface trends and inform decisions.
Working Genius Assessment & Training Team-based assessment and training to help organizations build teams that complement each other.
EXECUTION
Every engagement includes implementation. We don’t deliver a report or strategy and leave. We stay and work alongside you until the change is built into the organization.
“This process drove meaningful change. We went from a board where a third of the members were disengaged or we never saw — to people showing up, responding, and re-engaging. Being able to focus on building deeper board relationships changes everything about how I can lead.”
“What sets Board Veritas apart is their commitment beyond assessment.
The results speak volumes: we now have financial systems that enable informed decision-making, a talent management framework that positions our people to excel, and organizational structures that allow us to thrive under physician leadership.”
Schedule Your Governance Discovery Session
Whether you’re navigating a crisis, hitting a ceiling, or building toward something bigger — this conversation will give you clarity on where you are and what’s driving it.
Your session includes:
A free 45-minute confidential conversation with a Board Veritas practitioner — the same conversation that has helped more than 68 organizations find their root constraint.
A summary and root cause assessment with recommended next steps.