1. BUSINESS TRANSFORMATION Growth Engine for SB and FIs
Our Vision Be the best at helping small businesses and financial institutions grow
BUSINESS TRANSFORMATION
Growth Engine for SB and FIs
Business Transformation
Dying Product Line — unclear focus, leadership divergent, slow, stodgy, inefficient
Clear and Stable Strategy
Full Portfolio of Services
Customer Focused
Unified Leadership
High levels of Growth and Company Performance
Talent Management
Employment brand
New talent for new roles
Culture integration
Growth through acquisition
Enterprise-wide talent view: collaborate, communicate — Retain and develop, build bench
Leadership mindset
TALENT MANAGEMENT

2. Leadership from the Inside Out
Humans have a fundamental need for social connection.
This default network directs us to think about other people’s thoughts, feelings, and goals.
Social pain = physical pain
Esteem Reputation & Competence
Food Shelter & Sex
Safety Order & Certainty
Social Connection
Inside Out clip:
Matt Lieberman clip:
(13: :00)
It all starts with self-awareness.
Self-Awareness: Conscious knowledge of one’s own character, feelings, motives and desires.
Emotional Intelligence or EQ: The capacity to be aware of, control and express one’s emotions, and to handle interpersonal relationships judiciously and empathetically.
Social Connection: The basic need to belong to a group and form relationships.
Whenever the brain has a free moment, it has an automatic reflex to go social. Low social interaction is:
Equivalent to smoking 15 cigarettes a day
Equivalent to being an alcoholic
More harmful than not exercising
Twice as harmful as obesity
Community Belonging & Love
Maslow “rewired”
Source: Matt Lieberman, author of Social: Why are brains are wired to connect

3. Awareness is not enough
Awareness is not enough. Understanding self is where leadership and engagement begins.
You have choice in the approach to leadership you take. You can Trample the Weak, Hurdle the Dead and Pillage the Village. Or you can choose to be a leader who motivates, engages, supports, guides and is open, happy and positive.

4. Embedding Self-Awareness, Social Connection
Thought Leadership Academy
Self Leadership
Team Leadership
Enterprise Leadership
Leader Development
Leading from the Inside Out
Language of Influence
The Mind vs the Brain: Who is in charge?
Fundamentals of Managing Complex Situations
Coaching
Authentic Appreciation
Personal and Organizational Change Management
Setting the Stage for Quality Conversations
Connect for Results
Goal Setting/Performance Reviews
Hiring and Interviewing Top Talent
Healthy Mind, Body and Business
Starts with mindset shift, followed by tools/process and development.

5. Thought Leadership Academy Outcomes
Pre- and Post-Competency Ratings:
Decision Making
Leading Self
Problem Solving
Communication
Adaptability
Developing People
Leading Change
Business and Financial Acumen
Leading Teams
Applied Systems Thinking
360 debrief story
Lessons learned:
Work on the mindset shift while integrating into process
Implement piece by piece
Aim for progress, not perfection
See talent as an enterprise resource
Be willing to evolve, adjust and abandon
Be patient, but persistent
You can choose:
How will you lead your business forward?
What environment do you want to create?
How will you achieve results?
360 REVIEW
SELF