Speaking Services

Facilitating Keynotes and Seminars to Enhance Teams

From university events to statewide awards recognition programs, We enjoy sharing lessons learned and recognizing other’s accomplishments.

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Board and Committee


The Financial Executive


Networking: Connector
Nonfinancial Manager
Professional Brand

Track I: Leadership Concepts

This track introduces leadership and management. Effective leaders build credibility and trust through action. It is critical as leaders to conduct oneself with integrity and ethics. Leadership exists in many forms. A leader can have positional authority. However, positional authority does not necessarily equate to leadership. Leadership transcends position. One must know when to lead and when to follow. A direct report or team member can and will weave in and out of lead and follow modes.

Module 1: Leadership versus Management

Quite often used interchangeably, leadership and management are two different concepts that can overlap. Join us to learn how and why one can and should lead irrespective of title or position. We cover some of the key qualities that make a great leader. We also discuss when it is appropriate to follow and when one should lead.

Module 2: Leadership Styles and Qualities

Leadership requires trust, building relationships, and empowering members to own the process and desired outcomes. Great leaders create synergy and foster engagement while harnessing the energy and talents of members. They know how to lead meetings effectively and efficiently while maintaining a good balance of process and desired outcomes. Committing to the growth of people, they learn how to establish direction, align people, and motivate and inspire.

Module 3: Leadership Credibility

Integrity. Ethics. Trust. This course focuses on the most important leadership concepts. Professional relationships do not exist without these elements. With them, you inspire business success, loyalty and commitment, higher levels of performance, and positive climate and culture.

TRACK II: Organizational Excellence

This track focuses on the organization and leadership of teams. From climate and culture to cross-functional teams to performance metrics, processes, and governance, we will take a look at business strategy and execution. Businesses that vertically align achieve their desired outcomes. Join us to learn what organizational excellence is including best practices and how to apply them.

Module 1: Organizational Excellence Defined

We all strive to exceed stakeholder expectations. What if there was a way to align and improve standards and processes while engaging and motivating employees to deliver exceptional products and services? Building collaborative teams with diverse skill sets and supporting continued growth and professional development plans is essential.

Module 2: Organizational Excellence – How To and Best Practices

Effective organizations understand that through continuous improvement, they can achieve optimal win-win outcomes. Learn organizational excellence best practices, including how to apply.

Module 3: Strategy and Execution

Successful executives make effective and timely decisions. Informed decision making is critical for the day-to-day operations and long-term strategic direction and vision for any organization. In this course, you will grow your critical thinking and decision-making skills. Through new-found confidence, you will be able to execute when presented with various scenarios leveraging available resources and relevant information.

Track III: Executive and High-Performance Leadership

This track focuses on you as a leader. We will invest time together on the role of executives. To achieve organizational excellence, strong leaders create synergy and vision all while maintaining self-awareness and emotional intelligence. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

Module 1: Executive Leadership

Senior leaders bring both breadth and depth to the table. Join us to elevate your role to the level of a business partner. Engaged with several moving parts, senior executives are responsible for and support many business units. They have an ability to influence and guide teams to meet organization-wide goals, set policy, engage in overall decision-making, and lead strategic planning initiatives.

Module 2: High-Performance Leadership

Move from good to great. Effective leaders manage their time and resources. They know how to create synergy and provide constructive feedback. High-performing leaders set and articulate vision, both inspiring and motivating engaged teams to achieve goals. Self-aware and valuing 360-degree feedback, these leaders are always seeking to improve.

Module 3: Leadership Team Collaboration and Development

Great leaders invest in their organization’s most important asset: People. Successful organizations improve results through talent management. Great leaders serve as coaches and mentors. They show a vested interest in and develop direct reports. Great leaders know how to build collaborative teams, committing to the growth of people. They learn how to establish direction, align people, and motivate and inspire.

Track IV: Interpersonal Strategies for Leaders

Great leaders are storytellers. They recognize the importance of and develop strong interpersonal skills. The higher you ascend in an organization, the more important communication skills are. Formulating and communicating strategies and vision, leaders lead in inspiring ways all while guiding the organization to achieve desired goals and outcomes. Executive presence, developing a brand, and building a strong professional network are also important.

Module 1: Communication Strategies for Leaders

Great leaders have mastered the art of sharing vision and strategy. It’s important for leaders to balance confidentiality and transparency. As a professional, you are held to a higher standard when it comes to protecting and communicating information. A two-way street, leaders know how to listen actively in addition to delivering their message. Great leaders provide constructive feedback with tact as they inspire and motivate followers to continuous improvement.

Module 2: Presence and Brand Development

Executive presence: Both nonverbal and verbal communication are critical. Join us as we cover perceived value and developing a brand.

Module 3: The Art of Collaboration and Relationship Building

Business development and aligning with strategic partners are keys to success. Leaders know the importance of surrounding oneself with talent, both internal and external to the organization. Professional networking adds tremendous value.

The Financial Executive
Controller versus CFO (Business Partner)
Origin of Value and Planning Continuum
Corporate Culture and Business Plans
Strategic Planning
Lean Management, Best Practices, and Turning Data into Knowledge
Ethical Leadership
Oversight of Human Resources and Information Technology
Project and Change Management
Communication and Presentation Skills
Nonfinancial Manager
Nonfinancial Manager