Board Education, Development & Succession Planning
Preparing Today’s Boards for Tomorrow’s Decisions
We partner with CEOs and Boards to deliver high-impact, customized development that strengthens strategic oversight, sharpens financial acumen, and lays the groundwork for confident, future-ready leadership.
Business Challenges Solved
Board Development that Drives Institutional Growth
Today’s financial environment calls for more than routine governance. It calls for Boards that can interpret financial signals, ask the right questions, and contribute meaningfully to long-term strategy.
Our Approach
Creating the Board of the Future
1.
Define the Board of the Future
We begin by guiding the Board through a thoughtful discussion to articulate what it means to be the Board of the Future.
2.
Refine the Foundations for Long-Term Board Effectiveness
With a clear vision for the future, we help the Board evaluate and strengthen key aspects of governance, from clarifying roles and refining working agreements to enhancing committee structure, succession planning, onboarding, and ongoing development.
3.
Engage Through Customized, High-Impact Sessions
We facilitate working sessions, designed to promote clarity, alignment, and momentum.
4.
Maintain Momentum and Progress
We provide follow-up support that helps Boards embed change and sustain progress, so its evolution keeps pace with the organization’s growth and aspirations.
Differentiators
What Our Clients Say Makes the Difference
Strategic Development with Financial Impact
We uniquely connect Board development to the financial performance institutions strive to achieve by aligning governance, talent, and strategy to drive meaningful, long-term results.
Deep Understanding of Board–Executive Dynamics
Our experience navigating the delicate balance between Boards and Executive Teams enables us to elevate communication, trust, and strategic collaboration.
Future-Focused Board Development
Rather than overwhelming Boards with governance theory, we help visualize and pursue the Board of the Future, driving relevance, excitement, and actionable growth.
Practical Tools for Strategic Elevation
Through Strategic and Critical Thinking Sprints and other frameworks, we help Boards shift from operational minutiae to strategic focus, collectively and confidently.
Industry-Relevant Expertise
With decades of hands-on experience in financial services, we bring more than facilitation, we bring strategic relevance that enhances decision-making.
Working with c. myers has been a turning point for our Board. Their ability to tailor the education and discussions to our specific needs helped us not only define what success looks like, but also take meaningful steps to get there. – Board Chair
Featured Insight
3 AHA’s of Board Succession Planning
Succession planning often conjures thoughts of leadership transitions, but effective planning at the board level is equally crucial.