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Nonprofit Consulting and Advocacy

Best for nonprofits, schools, and health systems building or expanding children’s behavioral‑health and education services.

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At AdvocacyEd, I combine more than 25 years of nonprofit leadership with the strategic use of Artificial Intelligence (AI) to deliver deeper analysis, faster readiness, and smarter planning. AI supports my work by surfacing compliance gaps, modeling organizational risk, and creating dashboards that make data meaningful and actionable—always under expert human review.

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Core Capabilities

  • Licensing Readiness (Virginia, DC, MD, NC) and cross-state expansion playbooks powered by data analytics and AI-assisted compliance scans.

  • Accreditation Support (Joint Commission, COA, Cognia, VAISEF) – gap analysis, policy development, and mock surveys using AI to track documentation consistency and automate version control.

  • Medicaid & Insurance Billing Setup – NPI/CAQH registration, payer enrollment, documentation standards, and utilization management tools with AI-enabled audit tracking.

  • Compliance Systems – policies, procedures, staff training, QA/PI dashboards, incident management, and record reviews using AI to identify patterns and streamline reports.

  • Program Development – staffing models, service design, schedules, referral pathways, and MOUs, enhanced by AI forecasting and workflow automation.

  • Interagency Contracting – CSA/LEA partnerships, local and state procurement navigation, and data mapping across systems.

  • Grants & Growth – strategy, narratives, logic models, budgets, and outcome reporting supported by AI-driven data aggregation and trend analysis.

 

Engagement formats

  • Rapid Readiness (30–45 days) – gap analysis, critical policies, and an action roadmap

  • Build & Launch (60–120 days) – full licensing/accreditation package, training, and go‑live support

  • Sustain & Scale (retainer) – QA, audits, payer relations, and expansion scouting

 

Representative deliverables

  • Licensing/Accreditation tracker and document set

  • Medicaid billing SOPs (intake, eligibility, claims, denials)

  • Staff training plan & slide decks

  • Board reporting templates (KPIs, risk, finance)

 

Compliance Domains Covered

IDEA • Section 504/ADA • FERPA • Medicaid documentation • Privacy & data security • Title IX coordination with LEAs • Incident reporting • Staff credentials & supervision

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AI in Practice

At AdvocacyEd, AI is not a replacement for expertise—it’s a force multiplier.
I use Retrieval-Augmented Generation (RAG) and other advanced techniques to ensure accuracy, confidentiality, and context when analyzing client data. Every AI-generated insight is reviewed and verified by me before it informs any report or recommendation.

Ethical AI Commitment: All client data is encrypted, never shared for training external systems, and processed in compliance with HIPAA, FERPA, and GDPR-aligned standards.

Other Consulting & Training Services

Curriculum Development & Staff Training

Design and deliver customized, action-oriented training in:

  • Trauma-Informed Care and Behavioral Support

  • Positive Behavior Management and De-escalation

  • Special Education Compliance (IDEA, Section 504, ADA)

  • Teaching Interactions and Skill-Building Systems

Leadership & Workforce Development

  • Train supervisors and directors in servant and democratic leadership

  • Build internal capacity for continuous improvement, equity, and retention

Grant Writing & Reporting

  • Research and write proposals to federal, state, and foundation funders

  • Develop logic models, budgets, evaluation plans, and AI-assisted performance reports

Policy & Procedure Development for Accreditation

  • Write or update policies to meet Joint Commission, COA, and CARF standards

  • Conduct policy crosswalks, create document templates, and manage mock surveys

Accreditation Readiness & Support

  • Prepare self-study documentation and board reports

  • Train staff and leadership for surveys and audits

  • Support post-accreditation quality improvement

Licensing & Billing Credentialing

  • Prepare and submit behavioral-health and education license applications

  • Assist with Medicaid, private insurance, and managed-care enrollment

  • Develop documentation and billing SOPs to ensure compliance

IEP and 504 Plan Compliance Reviews

  • Review plans for appropriateness, implementation, and documentation fidelity

Treatment Plan Compliance Reviews

  • Assess plans for measurable goals, medical necessity, and accreditation alignment

Organizational Compliance Evaluation

  • File, system, and facility audits with prioritized findings and corrective actions

Program Implementation & Project Management

  • Lead implementation of new or restructured programs

  • Build timelines, logic models, staffing matrices, and outcome dashboards

  • Provide on-site or virtual project management using PMI-aligned tools

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