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✓ Conducted performance assessment with the member companies and the staff of a major industry trade association. Facilitated inclusive strategic planning process with member companies’ CEOs. Advised the executive committee and the board of governors, focusing on decision-making and translation of the strategic plan into pragmatic executive decisions.

✓ Facilitated comprehensive strategic review (“strategic audit”) for the board of directors and executive management team of one of the most profitable steel producers in North America, headquartered in Canada. Culminated in three-day offsite meeting during which executive management conferred with board on strategic plan and board’s strategic wisdom.

✓ Predisposed and facilitated key offsite meeting for COB of Big Four accounting/professional services firm, held for operating committee at firm’s global talent development center. Chairman extended this offsite from three days to five after the first day, at critical time in firm’s culture/history.

✓ Served as strategy consultant for the “reinvention” of the oldest major industry association in North America, based in Washington, DC. Conducted situation assessments and facilitated strategic planning with teams comprised of member companies’ CEOs. Facilitated strategic and operational planning with committees charged with translating and implementing the strategic plans.

✓ Partnered with world-renown CEO of major industry association to transform the leadership team and organization culture into a model of collaborative teamwork, thought-leadership and organizational effectiveness.

✓ Conducted organizational review of department in major industry association, aimed at improving effectiveness with departmental staff, other departments and association members. Included the development of improved communications systems aimed at strengthening relationships with other departments, with member companies and with the U.S. Congress and Federal regulatory agencies.

✓ Designed and implemented (via one-week seminars) basic management curriculum for managers and team leaders for twelve regions of international professional services firm. Regarded as the classic “charm school” for senior managers ascending to partner rank, the seminar also served as the forum for executive-level partners to meet with internal talent and future leaders.

✓ Facilitated strategic planning for CEO and Senior Management Team of leading commercial real estate development and property management firm, with record of over 25 consecutively profitable years of operation. Coached senior executive leaders and designed and facilitated team building and leadership development programs.

✓ Designed and taught practical, experiential, strategic leadership workshops with the North American headquarters of an EU-based manufacturer. Focus: Practices identified as particularly important to the company’s strategic growth and success. Provided strategy coaching for CEO and executive team members.

✓ Supported new CEO in start-up of trade association for a major industry. Coached this leader on shifting from senior management to CEO role, requiring more strategic and global perspective encompassing the market, member companies, and federal/state governments. Facilitated design of staff roles and responsibilities and decision-making process. Coached CEO in building positive member and Board relations. Set groundwork for strategic planning.

✓ Coached the CEO of commercial bank regarding philosophy and practices of strategic thinking and decision-making. Facilitated the senior management team for development of the bank’s strategic plan, and presentation of the plan to the board of directors. Coached management in the implementation of the strategic plan to differentiate the bank in the marketplace.

✓ Conducted organizational reviews and client studies, and facilitated strategic planning for the chairman, CEO, and executive committee of Big Four professional services firm. Focus: Alignment of firm-wide operating office practices with new strategic direction and Baldrige National Quality Program service standards.

✓ Designed and implemented (via one-week seminars) basic management curriculum for managers and team leaders for twelve regions of international professional services firm. Regarded as the classic “charm school” for managers ascending to partner rank, the seminar also served as the forum for executive-level partners and notable speakers to meet with future leaders.

✓ Business development strategist and coach to several partner-led business development teams within Big Four accounting and professional services firm, targeting “preferred provider” relationships with specific Fortune 500 firms.

✓ Project consultant for comprehensive strategic and tactical marketing planning, with culture change, accountability, and marketplace differentiation priorities for major financial institution. Lead strategist, heading core planning team, and coordinated the work of eleven associated project teams. Encompassed talent recruitment, onboarding, training and development, tasking, performance measurement, evaluating, reward systems, advertising and public relations, IT, HR, and organizational alignment with Getting to Insight™.

✓Presented marketing strategy to differentiate Big Four firm intent on becoming the preeminent professional services business in the world. Worked in collaboration with executive-level partners: Developed recommendations for firm-wide strategic architecture and advised on key elements of implementation.

✓ Served as executive coach for the new CEO of the largest professional services firm in the world, and other senior-level partners. Strategist and facilitator for the creation of the firm-wide strategic plan for executive leadership coaching.

✓ Served as advisor to executive director of high-risk inner city school district in Washington, DC. Conducted research, coached each member of the senior leadership team (e.g., school principals) individually and as a team, and facilitated planning and team building offsites to overcome historic discord and reset athleticism, trajectory, and collaboration with executive director’s vision of possibilities.

✓ Served as leadership coach to the president of global commercial real estate services firm. Assisted this exceptional individual in his transition from broker/rainmaker to general manager to CEO. Also, strengthened the performance capacity of the Senior Management Team, HR, and Marketing.

✓ Assisted new executive director and advisory board of nonprofit leadership institute with the mission of building collaborative leadership capacity to solve complex community issues. Coached senior staff on the presentation of plans to board and community leaders.