Karen Goldstein, PhD is an Independent Consultant with George K. Baum & Company. Dr. Goldstein provides financial and organizational consulting services to higher education institutions across the country. She has assisted institutional leaders in higher education and other not-for-profit organizations with strategic planning, financial assessment and resource development, organizational development, and coaching for executives as they transition into new positions. Dr. Goldstein has expertise in group facilitation for strategic planning and team development, and has led institutions and associations through strategic planning processes. Dr. Goldstein has also presented workshops on successful strategic planning with an emphasis on the importance of developing a financial strategic plan as a critical part of any institutional planning process. Dr. Goldstein's financial and organizational consulting services include:

  • Assessing institutions' overall financial and organizational structure
  • Reviewing and streamlining operational processes
  • Reorganizing financial and senior management roles
  • Evaluating personnel performance, conducting training and recommending restructuring strategies
  • Assisting institutions with team building and personnel staffing
  • Maximizing the efficiency of board activities
  • Conducting strategic financial planning
  • Analyzing student retention rates and recruitment efforts
  • Assessing leadership
  • Assessing institutions' use of best practices

Prior to joining GKB, Dr. Goldstein served as an Executive Search Consultant with Witt/Kieffer, and Academic Search, where she gained particular expertise in how colleges and universities have been dealing with the external financial and legislative challenges arising since the international economic downturn in 2008. Dr. Goldstein has also had significant experience as both a Chief Financial Officer and as an Academic Administrator. Specifically, she served as Vice President for Business and Finance at Davidson College from 2004 to 2010, and as Vice President for Finance and Administration at the University of Puget Sound from 2000 to 2004. Prior to that, she held several academic and administrative positions in finance, information technology and strategic planning over a 25-year period at the University of Pennsylvania. She was also an ACE Fellow in Academic Administration at Princeton University, Chief Deputy Director (COO and CFO) at the Natural History Museum of Los Angeles County, and Executive Vice President at the Franklin Institute in Philadelphia, PA. Dr. Goldstein received her BA from Tufts University, her MA and PhD from the University of Pennsylvania, and her MBA from the Wharton School of the University of Pennsylvania.