Board Education, Development & Succession Planning
Preparing Today’s Boards for Tomorrow’s Decisions
We help Boards identify and navigate their development and succession needs, while sharpening financial acumen as they work collectively to balance today’s priorities and the fast-moving, unpredictable environment ahead.
Business Challenges Solved
Preparing Boards for What’s Next
Boards bring commitment and a clear desire to serve their members well. Yet shifting economic signals, evolving expectations, and long-term priorities demand fresh approaches. We help Boards build on their strengths by sharpening financial insight, focusing on the right strategic questions, and planning smooth leadership transitions, so they stay united, confident, and ready for the future.
What our Client Say Makes the Difference
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.
Making Financial Concepts Click
We specialize in teaching financial principles in ways that resonate with Boards. By connecting financial metrics to strategic choices and risk appetite we help gain a better sense of the whole (or gain a broader perspective)
Future-Focused Board Development
Rather than overwhelming Boards with governance theory, we helped them visualize and pursue cultivating a Board that is built for what’s next, driving relevance, excitement, and actionable growth.
Practical Tools for Strategic Elevation
We equip Boards with frameworks like Strategic and Critical Thinking Sprints that help Boards explore beyond the present toward future possibilities and impact.
Our Approach
Creating and Sustaining Your Board of the Future
1.
Articulate What’s Desired
We help Boards reimagine what it takes to be a highly effective Board in a world that is moving at lightning speed. As we work with Boards we have a deep respect that each is unique, so we don’t take a cookie cutter approach. We work through and articulate the characteristics and skills they want to ensure the Board can be ready for today and appropriately adapt as the future unfolds.
2.
Refine the Foundations for Long-Term Board Effectiveness
With a 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.
Our Approach to Board Succession
Strong Board leadership is essential for guiding financial institutions through disruption and positioning them for long-term success. Our Board succession approach is designed to ensure smooth transitions, align leadership with strategic priorities, and cultivate the capabilities needed for a high-performing Board.
Preparation
We begin with focused preparation for upcoming Board transitions. A key objective in this phase is defining the desired characteristics and abilities that will continue to cultivate a strategic, forward-looking Board.
Search Process
When it is time to identify new Board members, we partner with the Board to monitor, guide, and support the search process.
Board Input and Development
We work closely with the Board to identify gaps, clarify priorities, and establish the most important decision-drivers when evaluating potential members. During this phase, we also outline initial working agreements, ensuring clarity on progress updates and other time-sensitive decisions.
Transition and Onboarding
A well-prepared onboarding process is critical to the success of new Board members. We create a plan that includes objectives, milestones, success measures, and timelines to support a smooth transition. This ensures new members are equipped to contribute quickly and effectively.
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
Customized Program
A Board’s Eye View
The decisions Boards are faced with are only going to increase in complexity and likely have longer term implications. We can customize financial and ALM education to meet the needs of your organization.
Succession Planning
Protect Your Competitive Edge
Team Leadership and Succession Planning represents an opportunity to become the high-performing, strategic team you want to be. We help by facilitating intentional conversations, identifying leadership gaps, and building customized development and succession plans that prepare your organization for a strong, successful future.
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.
