Services

Coaching & Mentoring for Leaders

All leaders benefit from coaching and mentoring, but it’s typically informal and haphazard at best.

Eric offers coaching and mentoring for new and seasoned leaders—C-suite and beyond, Finance function and beyond:

Focusing on the leader’s development for a strong, growing professional contribution.

Sharing lessons learned from decades of leadership experience, including lessons about effective stewardship.

Helping uncover opportunities, challenges, and solutions.

Providing objective feedback and accountability on personalized action plans.

Leadership Development Workshops

Leadership is challenging work, and all leaders benefit from carving time out from our heavy schedules to focus on how to lead more effectively.

Eric offers engaging, action-oriented sessions to help teams identify and understand leadership challenges and develop action plans for growth as steward leaders.

Strategic Planning

Strategic planning is about making decisions now about the future, and it happens at the intersection of who we are, where we are, and who and where we want to be.

Whether it’s a one-day planning session with the Board and executive team, or a more involved process spanning months of discussion and analysis, Eric can provide an objective perspective and action-focused facilitation for the process.

"Best planning process, ever." - Bank CEO

"Best planning meeting we've ever attended." - Credit union Board and Leadership Team

Strategic Transaction Advising

It takes lots of expert specialists to get a significant deal done—attorneys, investment bankers, tax and accounting experts, technology partners, and more—each with a specific, focused purpose.

With extensive knowledge of and leadership involvement in transactions—from beginning to end—Eric partners with your leadership team to supplement the specialist expert inputs with a financial professional’s generalist perspective looking at all angles of the deal over its complete lifecycle.

Finance Evolution Advising

As an organization grows and changes, the Finance function must mature and adapt as well.

Having led Finance teams through extended growth processes, Eric is adept at advising on the evolution of Finance: from a current state analysis (effectiveness review & diagnosis) to a comprehensive performance improvement plan. All with a focus on three key elements that must develop in parallel: people, processes, and platforms.