About Mosaic Governance Advisors

Mosaic is an accomplished, action-oriented governance consulting firm. We partner with leaders of public employee benefit and investment funds, including public retirement systems, state treasuries, state investment boards, and public health and welfare plans to optimize governance effectiveness in ways that are impactful and sustainable. We proudly serve progressive public funds that share our belief that good governance drives lasting organizational value.

We marshal the diverse elements of governance – like a mosaic – to bring focus to the big picture, elevate standards, and drive efficacy in decision-making and oversight. Woman-owned and independent, Mosaic is a trusted, responsive partner.

Public Fund Governance Experts

Public Fund Governance Experts

Mosaic’s seasoned consultants have worked with over 40 U.S. public funds on a variety of governance topics. Each possesses a wealth of specialized industry expertise.

Creative, Custom Solutions

Creative, Custom Solutions

Your organization has a unique history, board and staff dynamic, governance framework and long-term priorities. Mosaic delivers thought-forward, customized, practical solutions.

Exceptional Client Service

Exceptional Client Service

In a data-driven world, people remain the drivers of good governance. We are your responsive, committed partner, dedicated to helping you optimize value for those you serve.

Services

Governance — for your board, your organization, and your plan — needs to be fully optimized to deliver on your organization’s purpose and sustain its future. Mosaic provides consulting services for a comprehensive array of challenges. Whether you’re looking for a long-term partner to guide effective governance or need assistance on a short-term project, our customized services are designed to meet your needs.

Strategic Planning

Strategic planning, management consulting, S.W.O.T. analysis and environmental scanning, stakeholder research and focus groups, strategy execution, and performance management

Board Facilitation

Board self-evaluation, executive performance evaluations, consultant evaluations, succession planning, stakeholder educational meetings and workshops

Policy Review and Development

Benchmarking, custom research, review and development of board governance policies of all types, board and committee charters, governance manual development

Board Education and Trustee Development

Curriculum design, development and presentation for new trustee orientation, board continuing education, board officer training

Communications

Strategic messaging, brand development, public relations, traditional media and social media consulting, and member/constituent communications

Leadership Development

Executive assessment, executive coaching, team development, conflict resolution, organizational development, succession planning and change management training

Team

The professionals on our dedicated team have extensive experience improving governance effectiveness within the public fund community. With a unique blend of public and private sector experience we collaborate in alignment with our people-centric mission and commitment to excellence. We expand our team with specialists — executive coaches, fiduciary counsels, consulting actuaries, and investment consultants, among others — to support our clients’ most pressing governance matters.

  • Amy McDuffee Founder/CEO
    Amy McDuffee Founder/CEO

    Trusted advisor and boardroom confidante, Amy has worked with more than 40 public funds with assets ranging from $2B to more than $200B, earning her high regard as an industry expert in governance and strategic planning. Learn more about Amy.

  • Allyson Zoellner Senior Consultant
    Allyson Zoellner Senior Consultant

    With more than 30 years of strategic planning, communications, and organizational operations expertise, Allyson has worked with the boards and executive staffs of public sector retirement systems and deferred compensation plans nationwide. Learn more about Allyson.

  • Saba Hashmi Analyst
    Saba Hashmi Analyst

    Saba brings large scale project management and primary research expertise to client projects, and is a seasoned contributor in the fiduciary services consulting arena. She has worked with state and municipal retirement system clients in across the U.S. Learn more about Saba.

Learn More About Our Team

How Can We Help Your Organization?

Learn how our knowledge and leadership of public fund industry best practices can optimize your organization’s governance.

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How We Work

Best practices come from a mosaic of ideas, input, and diverse thinking. Click through our portfolio below for case studies that provide insight into how we work with our clients, the breadth of our expertise, and examples of how our services can help optimize your organization’s governance.

Case Study: Board Education

Continuing education and training…

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Case Study: Governance Policy Review and Development

Members of a public retirement system board expressed a desire to revisit their agenda development process…

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Case Study: Board Self-Evaluation

A new self-evaluation approach…

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Case Study: Strategic Planning

Mosaic was asked to design and implement…

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Case Study: Leadership Development

Preparing for a transition is a crucial responsibility…

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Contact Us

We’d enjoy the opportunity to learn more about your organization’s governance needs.

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Mosaic Governance Advisors