Clarendon Partners, LLC

We’re proud to announce that Clarendon Partners has once again been named Best of Arlington for 2024—marking six consecutive years of this recognition! ?? Since 2019, we’ve been honored to receive this award, reflecting our ongoing dedication to delivering impactful solutions and exceptional service. This achievement wouldn’t be possible without our talented team and incredible clients—thank you for your trust and support. Here’s to continuing our mission of driving success for organizations in Arlington and beyond! #AwardWinning #BestOfArlington #ClarendonPartners

CFOs today face unprecedented challenges. Balancing evolving technologies, navigating global financial uncertainty, and driving enterprise goals demands innovative solutions beyond traditional financial oversight. At Clarendon Partners, our FP&A as a Service equips CFOs to drive growth, strengthen resilience, and boost profitability. Here’s how we help organizations navigate complex financial challenges: Building a Capacity Model for Professional Services: We’ve partnered with a client seeking better insights into their professional services operations. By creating a demand and supply-driven capacity model, we enabled them to build their FY25 budget with confidence. This model aligns resources with business demand while maintaining flexibility for the future. For a company that previously faced negative margins and struggled to re-forecast regularly, this impact has been transformative, enabling them to plan for positive margins, align resources effectively, and maintain flexibility with a dynamic model that updates monthly. Centralizing Consolidated Reporting: An organization facing challenges with disparate ERP systems sought the Clarendon Partners team to help streamline their reporting process through a robust EPM tool. We’re guiding them through detailed requirements gathering, vendor contract negotiations, and project managing the implementation of the new system. Leveraging our years of experience with these tools, we are providing subject matter expertise and best practices to ensure a successful implementation. This approach ensures their investment in a new technology stack is fully realized. We’re helping clients navigate financial complexities with tailored solutions that drive impact from streamlining processes to implementing strategic tools, we’re empowering?organizations to turn challenges into opportunities and unlock their full potential. Reach out to our team to see how we can help your organization overcome financial challenges, optimize processes, and drive sustainable growth. #CFOLeadership #FinancialTransformation #FPAasAService #ERPOptimization

AI Controls: Guardrails, Not Speed Bumps In today’s rapidly advancing AI landscape, effective controls shouldn’t hinder innovation—they should accelerate results. To manage AI effectively at scale, organizations need to prioritize setting a clear AI governance framework, aligning AI controls with their risk tolerance, and fostering cross-functional collaboration. Leaders must also evaluate whether to build capabilities internally or leverage external expertise, all while developing talent that understands the complexities of AI and can keep pace with its evolution. Clarendon Partners’ approach to optimized AI controls offers structured guardrails that allow AI to drive business objectives forward while managing risks in real-time. Our goal is to enable organizations to scale AI initiatives safely and with agility, making controls an enabler—not an obstacle—to AI’s potential in decision-making and operations. Soon we will be releasing an article to explore how optimized AI controls can drive innovation without compromising on risk management. Keep an eye out for this article to learn how establishing the right guardrails can empower AI to advance business goals safely and efficiently. Ready to explore how a risk-aware AI framework can support your organization’s growth? Contact us at [email protected] to learn more about our AI Controls framework and assessment services. #AI #RiskManagement #Innovation #ControlsOptimization #AIGovernance

Today, we honor the bravery, sacrifice, and dedication of our veterans. At Clarendon Partners, we are deeply grateful to those who have served and continue to serve our country. Your commitment to protecting our freedoms inspires us all. This Veterans Day, we thank you for your service and your unwavering leadership. Happy Veterans Day from all of us at Clarendon Partners.

As we approach Veterans Day, we reflect deeply on the sacrifices made by our military families and honor their unwavering commitment to our freedom. This October, Clarendon Partners proudly participated in the 5th Annual Veterans Financial Services Advisory Council (VFSAC) Golf Classic in #Dallas, #TX. This remarkable event, held just two weeks ago, united generous supporters and sponsors from the Financial Services and Mortgage Industries, all coming together to raise funds for Operation Homefront. #VFSAC is able to support Operation Homefront’s mission to “build strong, stable, and secure military families so they can thrive, not simply struggle to get by, in the communities they have worked so hard to protect.” Thanks to the incredible generosity of our community, VFSAC purchased a transitional home, welcoming the Browley Family to their new residence in Crowley, TX, just one day after the event. We also extend our heartfelt gratitude to U.S. Bank for their generous vehicle donation to a deserving military family during the Golf Classic. “It is an honor to be part of such a great cause and to give back to those who, through their service, make our freedom and lives in the US possible.” said Hauke Schupp, Risk Practice Leader at Clarendon Partners. As we commemorate this special day, we are profoundly thankful for the service and sacrifices of our veterans and their families. Thank you, VFSAC and Operation Homefront, for your unwavering commitment to making a meaningful difference in their lives. Together, we can continue to support those who have given so much for us. #veteransday #gratitude #thankyoutroops

This Election Day, we encourage everyone to take the time to cast their vote and make your voice heard. Your vote is a vital part of shaping the future, both in your community and beyond. Let's come together and exercise our right to vote.

Mission-driven organizations are at the forefront of addressing global social, environmental, and humanitarian challenges. As the landscape continues to evolve, so do the demands on these organizations to maintain operational efficiency while staying aligned with their mission. In our latest article, we dive into the critical elements that can make or break a nonprofit's ERP implementation, including: - Setting a strong foundation for success - Selecting the right partners - Navigating the implementation journey - Achieving post-implementation improvements Clarendon Partners shares lessons learned from the field, offering actionable insights to ensure your ERP system supports your mission and long-term goals. Read the article here: https://lnkd.in/dn3MXKh3 #ERP #Nonprofit #DigitalTransformation #ClarendonPartners #MissionDriven #Technology

Don't forget to set your clocks back this Sunday! As we mark the end of Daylight Savings Time, let’s take advantage of that extra hour to recharge and prepare for the opportunities ahead. At Clarendon Partners, we’re dedicated to helping you make the most of every moment—today and in the future!

Is This the Golden Age of Alternative Investments? As conservative investors increasingly look to alternative investments (Alts) to diversify their portfolios, major alternative asset managers are expanding their focus to traditional institutional clients. High Net Worth, Ultra High Net Worth, and retail investors are also entering the market, contributing to the growing demand within the Alts industry. This surge presents operational challenges for investment teams. From specialized technologies to a wide range of service providers, organizations must navigate a complex landscape to effectively manage increased investment activity across hedge funds, private equity, private debt, real estate, cryptocurrency, and other asset classes. How can firms design, implement, and maintain scalable, efficient technology, processes, and reporting for their alternative portfolios? At Clarendon Partners, we specialize in investment technology and operational optimization. Our team offers in-depth insights into the technology and service provider ecosystem, providing hands-on operational support to some of the most prominent alternative asset managers, custodians, and insurance companies. For guidance on optimizing your alternative investment operations, reach out to us at [email protected]. #AlternativeInvestments #InvestmentOperations #AssetManagement #AssetServicing #OperationalExcellence

We’re honored to be recognized by the Moxie Awards and extend our congratulations to all the incredible winning firms! We enjoyed connecting with fellow businesses in our community who exemplify grit, resilience, and, of course, true moxie. Here’s to driving bold ideas forward together! Moxie Award #MoxieAwards #Community #BoldBusiness #Innovation