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- Genworth, Inc., Richmond, VA – primary research (structured interviews) on reverse mortgage product introduction
- Integrated Media Measurement, Inc., San Mateo, CA – development of quantitative models on effectiveness of Internet advertising and cross platform advertising on youth media viewing habits
- Mayor’s Office, City of New York – survey design and analysis for Bronx/Queens low income neighborhoods around issues of financial services access
- Housing Authority of New Orleans – cost benefit analyses for post Katrina public housing projects
- Aspen Institute, Washington, DC – data analysis for financial education policy
- Annie E. Casey Foundation, Baltimore, MD – data mining and analysis on financial services issues
- Responsible Endowments Coalition, San Francisco, CA –handbook for university endowment trustees on community investing portfolios
- NeighborWorks America, Washington, DC – software/manual/curriculum development and for nonprofit loan portfolio evaluation
- American Academy of Physician Assistants, Alexandria, VA – 5 year data analysis project on student enrollment
- Northeast South Dakota Economic Development Corporation, Sisseton, SD – market study for business line expansion
- New Hampshire Electric Cooperative, Plymouth, NH – market capture model and revenue projections for new product
- Credit Where Credit is Due, New York, NY– program evaluation, survey design, data mining and analysis of 7 years of credit union data; analysis of branding strategy
- Physicians Assistants Education Association, Alexandria, VA – data mining and revenue analysis
- FB Heron Foundation, New York, NY – case study on mission related investing
- Altrushare Securities, Bridgeport, CT – case study on insurance sector community investment
- Alternatives Federal Credit Union, Ithaca, NY – survey design and analysis to test efficacy of Credit Path model, a branding tool for financial service product delivery
- US Dept. of Treasury, CDFI Fund, Washington, DC – development of online training software
- Association of Energy Affordability, New York, NY – business and market plan for wireless energy product(s)
- Intertribal Agricultural Council, Billings, MT – market plan for Native American branding of agricultural products
- Holy Rosary Credit Union, Rochester, NH – member survey
- Littleton Savings Bank, Littleton, NH – customer survey
- New Hampshire Credit Union League, Manchester, NH – member/depositor survey
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