BREAK THE MOLD™ Strategy & Transformation Workshop
A personalized session to envision an ideal future state, build strategy, create alignment, and enable transformation to allow your organization to grow on your terms.
“[Alan’s] perspectives have undoubtedly enriched our strategic outlooks and prepared us for the challenges ahead.”
Christopher McElroy, CPA | Co-Managing Shareholder, Schneider Downs
Years of CEO experience applied to your goals.
Organizations either grow or are on the path to becoming less relevant. From my success at Baker Tilly, I’ve learned that growth comes from an aligned team executing a well-thought-out and defined strategy.
This workshop experience is for companies of all sizes to define their vision and explore effective strategies to achieve their growth goals. Gain access to my years of in-the-seat experience to help encourage your leadership team to BREAK THE MOLD™ of conventional thinking and take steps toward creating a thriving, sustainable, and relevant organization.
Discussion Topics May Include
Organizational Strategy
Shifting Mindsets and Creating Alignment
People Acquisition and Development
Business and Market Development
Technology and Automation
Merger and Acquisitions
Who is it for?
Senior leadership teams and boards who want to solidify their strategies to grow and be a thriving and relevant presence in the marketplace for years to come.
How does it work?
I meet in person with your leadership team for an all-day intensive session. We’ll gather information about your organizational agenda ahead of time so the duration of the day can be focused on creating alignment and the necessary steps to overcome friction points to enable transformation.
How will it benefit my organization?
These sessions are designed with your team and unique goals in mind. I will direct the day’s discussion toward navigating areas of friction, illuminating a path forward, and focusing on gaining alignment on what is needed to enable your growth goals.
“Alan is very engaging and great at challenging the audience to think about what success looks like and how to think differently to be successful.”
Stacie Kwaiser, CPA | CEO, Rehmann
I’ll help inspire different thinking and create leadership alignment.
If you’re interested in having me facilitate a strategy and transformation session for your leadership team or board, here’s how the process works.
Every conversation starts with a discovery call.
Fill out the form and schedule a call with me to discuss your organization’s current state and goals for the session.
Pick a date for your session.
If there’s a mutual fit, we’ll schedule a date to host a live session at your office.
Prepare for your session.
Leading up to your workshop date, I’ll work with you to determine your agenda and key discussion points.