top of page

What we provide?

We provide advisory services in leadership development, governance, executive coaching, strategy and risk management.

Groom

Leadership, Branding, and Insights

 

Developing effective leadership skills, creating a compelling brand identity, providing interview preparation and insights.

Grow

Professional Development

 

Executive coaching, emotional intelligence competencies, team building and networking.

Govern

Fiduciary Duties

 

Promoting governance practices, risk management and human capital insights

Who do we serve?

Emerging Leaders, Executives, C-Suite, Leadership Teams, Board Directors, Entrepreneurs and Corporations.  

Connect with Wendy!

Groom Grow Govern Discovery Session

 

As a proven leader in the private and public sectors, I have successfully executed operations, led P&L for risk, compliance and controls advisory services, fostered valued relationships, served with integrity and credibility in leadership and governing board roles.  As a former Partner, Principal and now CEO and Board Member allow me to share business acumen and insights as we cultivate a trusted client service delivery relationship and create bespoke products.  I value the opportunity to guide you in addressing professional, business and board development goals, governance practices, branding, and leadership aspirations.

​

This initial engagement is key to identifying your skills, experience, interests, and preferences to determine the types of opportunities that you desire and how to navigate the path forward.

​

Let's Connect

SM

DSC_5526-Edit.jpg

Groom Grow Govern Discovery Roadmap

SM

Groom Grow Govern Discovery Roadmap process will help you to gain insight about yourself so that you can articulate what is important to you, focus your career attributes, leadership skills, board qualifications, board search, and use the roadmap as a guide to assist in evaluating options.  

DSC_5472-Edit.jpg

Module One |  Groom

  1. Board Insights:  Utilize the Phase I Discovery Roadmap to strategize on addressing gaps, strengths and standard board criteria related to achievements in business and education. 

    • Deliverable:  Board Readiness Assessment.  This template provides foundational information on board types, industries, sample role description, and in demand skills mapped to your profile with recommendations.   

  2. Branding and Interview Preparation:  Devise a compelling board bio framework, define and communicate the value that you bring to a board, execute board search strategies and prepare for interviews. Develop a value proposition pitch that differentiates your skills, background, experiences and LinkedIn profile. 

    • Deliverable:  Board Bio Framework, Value Proposition Pitch and Sample Interview Questions.   

  3. Board Committees and Roles:  Gain insights into the scope and requirements for the following committees: Audit, Nominating and Governance, and Compensation. Gain insights on emerging trends in the boardroom (cybersecurity, geopolitical challenges, fraud, supply chain disruption, etc.). 

    • Deliverable:  Board Committee Matrix with scope, example role expectations and regulatory references.

Module Two | Grow

  1. Emotional Intelligence (EI) : Customized for Emerging Leaders and Executives.  Discover core elements of Emotional Intelligence (self-awareness, self-management, social awareness and relationship management) to become a more effective leader.  Amplify your sense of awareness during times of crisis management, conflict resolution and team dynamics. 

    • Deliverable:  Emotional Intelligence Appraisal based on “Emotional Intelligence Habits” by Dr. Travis Bradberry – book included.  

  2. Relationship Management: Obtain insights on board search practices, executive search firms, business development, and relationship building.    

    • Deliverable: Forbes and Harvard Business Review resources

Module Three | Govern

  1. Fiduciary Duties: Discuss expectations for fiduciary duties, governance practices, strategy focus, ethics, board operating model and culture. 

    • Deliverable:  List of Accountability Actions for Board Directors and Resources.

  2. Risk Management Oversight: Gain an understanding of risk profile, risk appetite, red flags and regulatory requirements. Obtain expectations on the board’s role and risks.

    • Deliverable: Risk Management Process Template and Resources.

  3. Human Capital Oversight: Discuss how talent intersects with risk and strategy, recruitment, retention and advancement best practices and succession planning. 

    • Deliverable:  Talent Management Resources.

Customized services are available upon request. Should you have any further questions, please feel free to email me by clicking here.

bottom of page