What's New?

Financial services

Projects we’re working on right now:

  • Coordination of agendas, preparation, advanced reading, issue selection with three large financial institutions for strategy retreats. Preparatory presentations to focus on regional issues, the future of financial services, how regulatory changes will evolve, succession planning.
  • Forecast for a highly stressed US industry: construction. Narrowed scenarios for economic recovery, regional recoveries, segments that will do well, best strategies in extended downturns.
  • Consulting on issue management, development of persuasion materials, forming alliances for one of my top industry segments: agriculture.
  • Preparation of curriculum for a full-day education session for cooperative leadership. Focus: anticipatory skillsets applied to governance, strategy, and implementation.