Business Management
- Strategic Assessments
- Strategic Plan Development
- Balanced Scorecard Support
- Balanced Scorecard Training
This entails ongoing efforts to improve services and/or processes. The convergence of people, process and technology are inherent in continuous process improvement – allowing you to strive for ways for processes and functions to become more efficient, effective, and flexible. This is the hallmark of best practices for high performing organizations as you strive for doing a better job over time in conjunction with the implementation of your strategic initiatives. We work with your senior leaders, executives and process owners in various ways starting with strategic planning through future state positioning and Lean Six Sigma support.
- 360 Degree Business Process Evaluations
- Process Design
- Process Internal Controls
- Operational Risk Assessments
- Policies and Procedures Evaluation/Creation
- Program Management
- Project Management (PMP certified staffing)
- Operations Administrative Support and Staff Augmentation
- Strategic Planning for the Private and Public Sector
- Audit Readiness
- Enterprise, Operations and Program Risk Management
- Compliance Best Practices
- Balanced Scorecard Practices and Application
- Lean Six Sigma Practices and Application
Coaching
As a certified coach with the International Coaching Federation (ICF), here are the key benefits organizations can gain by working with me:
- Proven Expertise and Credibility: As an ICF-certified coach, I adhere to the highest global standards in coaching, ensuring that your organization benefits from evidence-based practices and ethical coaching methods.
- Customized Coaching Solutions: I provide tailored coaching programs that address your organization’s unique challenges, helping teams and leaders unlock their full potential and achieve their specific goals.
- Enhanced Leadership Development: I help build stronger, more effective leaders by fostering essential skills such as communication, decision-making, emotional intelligence, and strategic thinking.
- Improved Employee Engagement and Retention: Through coaching, I support individuals in discovering their strengths, setting clear goals, and fostering motivation—leading to higher job satisfaction, engagement, and lower turnover.
- Stronger Team Collaboration: By working with teams, I enhance communication, trust, and collaboration, helping them align their efforts and improve performance across departments or projects.
- Increased Organizational Resilience: I support leaders and teams in navigating change, overcoming obstacles, and building a culture of adaptability and innovation in response to market shifts or internal transformations.
- Accountability and Goal Achievement: I provide the structure and support necessary to set realistic goals, track progress, and overcome obstacles, ensuring that individuals and teams stay focused and accountable.
- Conflict Resolution and Problem-Solving: I assist in resolving workplace conflicts and fostering healthy, constructive dialogues, leading to more harmonious working relationships and improved productivity.
- Boosted Organizational Culture: Through coaching, I help align your company’s culture with its mission and values, fostering an environment where employees feel empowered, valued, and motivated to contribute their best work.
- Measurable ROI: Coaching provides measurable outcomes in terms of productivity, leadership effectiveness, employee satisfaction, and business performance, making it a strategic investment with a clear return on investment.
- Confidential and Supportive Environment: I offer a safe, confidential space for individuals to explore challenges and opportunities, empowering them to make positive changes and reach their goals with confidence.
Individual Coaching
The focus is solely on the business owner to help you recognize and gain new awareness on what you want to accomplish, through professional developmentyou’re your management and leadership skills and in any additional areas you want to explore.
Team Coaching
An in depth look at how the team currently operates together on an everyday basis and identify strategies to make the process become more efficient in order to get the best results from team members. This is done by examining the existing methods and creating new opportunities to alteam to prosper.
Group Coaching
Brings together employees within the company who are not part of a specific team that interacts on a regular basis. The objective is to increase their understanding of how to work cohesively with one another and build an overall collaborative culture inside the company.
Questions You May be Thinking About:
- How can I achieve my business projections
- Are my hiring practices on track
- Do I have the expertise to deal with multiple functional areas at once
- Is my financing adequate
- Am I in a position to beat the competition by being better and different
- Do I need to improve my operational knowledge
Topics We Can Address Together:
- General Financial Position
- Revenue and Expenses
- Strengths, Weaknesses, Opportunities and Challenges
- Strategic Planning
- Budgeting and Forecasting
- Internal Controls
- Marketing and Branding
- Financing
- Risk Assessment
Elena Yearly
CEO
EMY Consulting
P: 703-943-8129 or 571-527-4940
E: eyearly@emyconsulting.biz
E-Rate
E-Rate Consulting with You in Mind
At EMY, we are uniquely positioned to support schools and libraries across the country with their E-Rate funding needs. Our deep expertise in E-Rate consulting, auditing, and compliance ensures that clients can confidently navigate the complexities of the Schools and Libraries Program. Administered by the Universal Service Administrative Company (USAC) under the direction of the Federal Communications Commission (FCC), E-Rate provides essential funding for U.S. schools and libraries, helping them secure affordable telecommunications and internet access.
EMY is an AEPA (Association of Educational Purchasing Agencies) Vendor Partner and works with AEPA Member Agencies. With over 25+ years of experience, EMY helps schools and libraries in the AEPA Member Agency states maximize their E-Rate funding opportunities to streamline compliance and enhance connectivity, all while reducing the administrative burden.
Enterprise Risk Management (ERM)
EMY Consulting believes that Enterprise Risk Management (ERM) should be accessible to organizations of all sizes, especially those with limited resources. That’s why we provide ‘ERM Light’, a cost-effective and streamlined service designed specifically for a small to mid-sized business, nonprofit, college and university. ERM Light will help you assess or build your ERM program without the hefty price tag often associated with comprehensive risk management consulting.
Our ‘ERM Light’ services are designed to be both practical and impactful. We provide a tailored approach that suits your unique needs, making sure you receive the support necessary to effectively manage risk.
With ‘ERM Light’, you’ll receive:
- A Practical ERM Framework: A customizable ERM plan that aligns with your goals and risk environment.
- Risk Assessment Tools: A full analysis to help identify and prioritize key risks within your organization.
- Actionable Risk Reducing Strategies: A program you can implement immediately to manage and reduce risks effectively.
- Workshops & Training: Designed to educate and empower your team, building internal capacity for risk management.
Our Service Packages:
We offer three tailored service packages to meet the diverse needs of organizations looking to implement or enhance their ERM programs:
- Basic: This includes the foundational elements of an ERM program, such as a risk assessment, framework development, a prioritization workshop, and a half-day training session. Ideal for when you’re just starting to build your risk management framework. Timeline: 3-4 weeks
- Advanced: This covers everything in the Basic Package, plus enhanced risk mitigation strategies, additional workshops, and follow-up support to ensure ongoing success. This package is perfect for when you have an existing ERM program, but want to refine and enhance your processes. Timeline: 5-6 weeks
- Add-Ons: We offer additional services, including custom reporting, dashboards, and quarterly risk monitoring that can be added to any package for a more personalized experience.
Why Choose ‘ERM Light’?|
Whether you’re starting from scratch or looking to refine your existing ERM process, ‘ERM Light’ makes risk management accessible, scalable, and impactful. We simplify the process, ensuring that you can effectively manage and reduce risks in a way that fits within your resources and priorities.
When you are seeking to build a robust ERM framework without the complexity or cost of larger, more expensive consulting services, ‘ERM Light’ is the solution. Contact us to learn more about how we can help you successfully navigate risk management with practical, tailored solutions.
Financial Management
- Performance, Compliance, Agreed-Upon Procedures Audits
- Fraud/Forensics/Improper Payment Audits
- Information Technology Audits
- Financial Statement Audit Readiness Evaluations
- Peer Reviews
- Internal Controls Over Financial Reporting Support
- Internal Controls Assessments and Evaluations
- Corrective Action Plan Evaluation
- Enterprise Risk, Program and Operations Risk Management Support
- "Current State" Risk Evaluations
- Risk Management Subject Matter Expert Support
- Risk Facilitation Sessions
- Risk Management Staff Augmentation
- Financial Management Operational Assessments
- Financial Statement Assessments
- Grants Management Evaluation and Support
- Budget Support
- Strategic Planning for the Private and Public Sector
- Audit Readiness
- Enterprise, Operations and Program Risk Management
- Compliance Best Practices
- Balanced Scorecard Practices and Application
- Lean Six Sigma Practices and Application
Nonprofits
At EMY Consulting, we’ve built our reputation by helping nonprofits strengthen their financial, strategic, and risk management practices so they can focus on what matters most — advancing their mission.
From healthcare to education to social services, we’ve partnered with nonprofits across sectors and subsectors, bringing practical solutions tailored to each organization’s unique challenges. Because of our size, we offer what larger firms often can’t: personalized attention, empathy, and a deep understanding of nonprofit realities.
The Nonprofit Challenge
Nonprofits operate in a world of limited resources, high accountability, and mission-driven mandates. That balance can create real strain on leadership teams. Through our work, we’ve seen common challenges nonprofits face:
- Funding Instability and Sustainability
Reliance on grants, donations, and unpredictable revenue streams makes long-term planning difficult. - Data Management and Impact Measurement
Tracking, analyzing, and reporting on outcomes remains a persistent pain point. - Staffing, Burnout, and Volunteer Management
Turnover, limited professional development, and resource constraints contribute to staff fatigue. - Compliance and Risk Management
Complex IRS filings, donor restrictions, grant requirements, and organizational risk demand structured oversight and ERM frameworks. - Outdated Technology and Infrastructure
Legacy systems and insufficient IT investment slow down operations and increase security risks. - Lack of Strategic Planning
Without clear 3–5 year goals and board engagement, nonprofits risk stagnation or mission drift. - Board Governance Challenges
Disengaged or unclear governance roles weaken oversight and decision-making. - Marketing and Public Awareness
Limited resources make it difficult to grow reach and communicate impact. - Inefficient Administrative Processes
Manual workflows and redundant systems drain staff time and energy.
How EMY Consulting Helps
We don’t believe in off-the-shelf answers. We meet nonprofits where they are — bringing empathy, experience, and practical solutions that create lasting impact.
Our Nonprofit-Focused Services Include:
- Financial Health Check-Ups – Assess systems, reporting, and compliance readiness
- Strategic Planning for Finance Teams – Align finance with mission and growth
- Finance Leadership Retreats – Facilitate board and leadership sessions on financial strategy
- Compliance Reviews – Stay ahead of audits and funder requirements
- Finance Team Training & Coaching – Build staff confidence in financial management
- Board & Finance Committee Retreats – Strengthen governance and financial oversight
Why Nonprofits Choose EMY
- We’ve worked across nonprofit subsectors, including healthcare, education, and social services.
- We bring a strategic, financial, and risk management lens to every engagement.
- We provide the personalized attention nonprofits deserve, not one-size-fits-all templates.
- We design solutions that are not only effective but sustainable for the long term.
At EMY Consulting, our goal is simple: to help nonprofit organizations thrive under pressure, plan for the future, and deliver their mission with confidence.
These are the nonprofits that EMY supports:
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Speaking
Elena Yearly | Strategic Financial and Risk Management Leader & Speaker
Working with Leaders to See the Future Through a Financial and Risk Management Lens
Meet Elena
Elena Yearly equips today’s leaders with the insight, strategy, and tools to navigate complexity through a combined lens of financial intelligence and risk foresight. A sought-after speaker, advisor, and facilitator, Elena transforms financial and risk management from reactive functions into proactive drivers of resilience, growth, and innovation.
With a distinguished career as a CEO, entrepreneur, and consultant across sectors—including education, healthcare, financial services, government, and nonprofits, Elena’s sessions are rooted in both boardroom strategy and real-world execution.
She holds an MBA in Finance and credentials in risk management, executive coaching, and Lean Six Sigma, bringing a rare combination of strategic thinking, technical acumen, and leadership development expertise to every stage or session.
Signature Topics
Financial Management as a Strategic Driver
Transform your financial function from back-office to boardroom. Elena shares actionable strategies to align financial decision-making with long-term organizational goals, even in uncertain times.
The Risk Intelligence Advantage
Learn how to embed risk thinking into strategic planning. Elena unpacks how risk-aware cultures and tools uncover hidden opportunities, improve agility, and strengthen organizational resilience.
Beyond the Numbers: Financial Storytelling for Leaders
Turn data into dialogue. Elena teaches leaders how to translate complex financials into compelling narratives that inform, influence, and inspire action across the organization.
Operational Excellence Through Financial Innovation
Explore the intersection of process improvement and financial leadership. Elena provides frameworks to drive efficiency, effectiveness, and accountability while aligning operations with strategy.
Seeing Risk as Opportunity: A New Lens on Uncertainty
In this fresh take on risk, Elena draws from surprising sources—including nature—to help leaders spot patterns, anticipate disruption, and make risk-informed decisions with confidence.
Risk Governance for Modern Leaders
A practical guide to understanding and strengthening risk oversight at all levels—from the C-suite to boards and cross-functional teams. Elena simplifies the essentials of ERM (Enterprise Risk Management) and brings it to life with real-world applications.
What Makes Elena Different
- Strategic & Grounded: Elena fuses high-level vision with practical, tactical guidance
- Financial Meets Risk: A dual-discipline speaker who integrates both perspectives seamlessly
- Cross-Sector Credibility: From nonprofits to Fortune 500s, her insights are industry-relevant
- Engaging & Accessible: Complex topics, made clear and energizing
- Tailored to You: Every engagement is customized to your audience’s priorities and challenges
Speaking Formats
- Keynote Presentations (30–60 minutes)
- Executive Workshops (2–4 hours)
- Strategic Leadership Retreats (Half-Day or Full-Day)
- Virtual Sessions & Webinars (Flexible delivery and duration)
What Clients Are Saying
"Elena transformed how our leadership team approaches financial strategy. Her ability to make complex concepts accessible while delivering practical frameworks for implementation made her presentation invaluable."
— Financial Director, Healthcare Organization
"The interactive nature of Elena's workshop engaged our entire team. Months later, we're still implementing the financial management strategies she shared, with measurable results."
— CEO, Nonprofit Organization
"Elena brings a refreshing perspective to financial leadership. Her approach balances technical expertise with strategic vision in a way few speakers can deliver."
— CFO, Technology Company
Book Elena for Your Next Event
Whether you need a dynamic keynote speaker, an engaging facilitator, or a trusted advisor for a strategic retreat, Elena delivers the clarity, insight, and inspiration leaders need to thrive in a world of change.
Email: eyearly@emyconsulting.biz
Phone: (703) 943-8129
LinkedIn: Elena Yearly, ACC | LinkedIn
