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Greg's insights and analysis have been presented at top universities and conferences,
How do we think about what success means and focus our effort on the most important ways to get there?
The sessions below help individuals and teams understand "how things work" and "how to think" before deciding "what to do"
Personal Finance Discussions and Workshops
These sessions have been delivered at high schools and community colleges.
Please reach out to discuss customizations and extensions.
Personal Finance 101
How wealth works, and how to get off to a great start!
Proposition:
Each of us has a personal money system that is running every day—whether we’re thinking about it or not.
The choices we make every day—about spending, saving, debt, and investing—are part of a system that has an enormous impact on our lives over time.
Typical Audience:
High school and community college classes looking to provide an introduction to why money matters, how to earn and make the most of it, and how to avoid major pitfalls.
Parent groups looking for ways to talk about personal finance with their teenagers.
Format:
90 minute presentation and budgeting workshop
15-30 attendees (discussion + workshop format) or 20-50 (parent/adult discussion)
Handouts: Personal Wealth Map, presentation materials and worksheets
Typical Pitches:
Want to get a head-start on money and finance?
How can we help our kids understand the basics of finance and avoid big mistakes?
Business Discussions and Workshops
These sessions have been delivered at Fortune 500 companies, leading MBA programs, and a variety of industry conferences.
Please reach out to discuss customizations and extensions.
Think Like an Owner/Executive
Aligning your thinking with the perspectives and priorities of business owners and executives
Proposition:
To be effective in leading and influencing business organizations, you need to understand how shareholders, boards, and senior executives think and why.
Typical Audience:
MBA students and advanced undergraduate students looking to accelerate their business careers -- especially in finance and consulting, but also as leaders across business functions.
Activists and others seeking to influence the views and actions of companies.
Organizations looking to improve the business understanding of their management teams, program offices, and client-focused teams.
Format:
60 to 90 minute presentation and discussion
12-25 attendees (discussion format) or 25-100 (plenary/breakout format)
Handouts: Deloitte's Enterprise Value Map (as a grounding framework)
Typical Pitch:
Build your executive mindset to become more effective in leading and influencing the thinking and behavior of organizations.
Leading on Sustainable Value Creation
How a multi-stakeholder view can lead to better outcomes for everyone
Proposition:
The next frontier in executive leadership is getting more deliberate and effective in managing value creation not just for shareholders, but also for employees, communities, and the broader natural and social ecosystem.
Builds on the "shareholder outward" view in the "Think Like an Executive" session outlined above.
Typical Audience:
MBA students and advanced undergraduate students looking to develop their view on the role of business in society, and their roles within those businesses.
Activists and others seeking to understand how business and other stakeholders can work together to protect and create value for society--for the long run.
Organizations looking to improve the way they think about their reliance on inputs from all their stakeholders, and the impact (positive and negative) they can have on others.
Format:
30-60 minute presentation and discussion
12-25 attendees (discussion format) or 25-100 (plenary format)
Handouts: Deloitte's Sustainable Value Map (as a grounding framework)
Typical Pitches:
How can business leaders recognize and balance the impacts they have on all their stakeholders--without creating "zero sum" games
How do we identify, track, and manage our reliance on stakeholders beyond capital providers to identify our most pressing opportunities and risks?
Education Performance Discussions and Workshops
These sessions have been delivered at school board meetings, education conferences, teacher union retreats, and foundation workshops. Please reach out to discuss customizations and extensions.
Focusing Education Improvements on What Matters Most
How we can work together to improve the performance of our kids
Proposition:
Educational performance is driven by the performance of both students and educators, so improvements must focus on providing both with the capabilities, motivation and resources they need to make the most of their talents.
Because resources are limited, we need to prioritize our efforts--and each stakeholder group (parents, business, churches, and others) can provide valuable support and resources.
Typical Audience:
School boards and district leaders looking to focus limited time and resources on the most valuable improvement opportunities--and looking to get others on board for support and help.
Companies, parent groups, education foundations, and community groups looking to decide where they can make a meaningful impct on their local schools' performance.
Format:
60 minute presentation and discussion; half-full day workshop
1-12 (discussion format) or 10-30 (workshop format)
Handouts: Education Performance Map and worksheets
Typical Pitches:
Where should we focus our limited resources to improve the performance of our kids?
What can each of us do to help the performance of our kids and their educators?
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