Case Studies

Comptroller Becomes CFO

Challenge: Being perceived by members of the Board and C-level officers of this company and sister companies as a strong leader and not just as comptroller/manager.

Solution: A multi-pronged approach was taken, in which the client worked initially on developing a Leader Presence in terms of professional appearance and conducting business meetings for his subordinates and new peers. This was followed by a dramatic shift in presentation style when presenting to the Board and C-level professionals of sister companies. Success was measured by the positive feedback from these people following quarterly meetings, and by his staff's acceptance of the new role.

New Company President

Challenge: A marketing director of a company was selected to be the President of a sister company, but one in which the client had little technical knowledge, there was a need to develop a leader presence for the hundreds of employees who worked in over 15 global offices.

Solution: Authenticity and Openness was key – demonstrating an interest to assess the market, understand the needs of her people and then develop a plan that met both. The first 90 days focused on meeting staff, face-to-face or via technology at townhall meetings, to create a dialogue about market issues and the ability of the organization to adapt by building on its strengths. The Company flourished increasing sales and profits virtually every quarter until the President retired.

Transitioning to CFO

Challenge: The treasurer and CFO of this public company began planning his retirement and recognized that the Successor did not have the confidence of the Board.

Solution: Using presentation coaching to give the client confidence and project a leader presence, the client practices forcibly delivering powerful presentations not just on the numbers but also the implications. Success was measured by the increased respect that he received from Board members – before he even became CFO.

President Creates a New Company Brand

Challenge: A new company was founded, and needed to be recognized as a potential industry leader. The president needed to become the spokesperson at conferences and on TV, though he lacked confidence in the ability to powerful present to others from a stage.

Solution: Focusing on each upcoming event, presentation coaching focused on developing powerful messages, delivering them succinctly and generating trust and respect from the audiences. Success was achieved when he became a sought-after conference seminar organizer and leader, a regular on Fox Business News, and acclaim from business associates, all while business increased in 2009!