The attached pitch deck outlines how finance leaders and teams can use Corporate Coaching as a vehicle to create proper development plans. Ensure you wrap mentoring around the key development areas of experience, exposure and education.
2. Our Services
• L&D Coaching – Development Programs and Coaching (RCC)
• Me3 Program – Mentoring, Experience, Exposure, Education Plan
• Virtual CFO and Finance Transformation
Partner Ecosystem
• Shift Coaching – RCC Designation, Coaching Culture
• Work Tango – Employee Feedback/Employee Pulse - SaaS
• SiSense – BI Partner – Reporting Analytics Automation and Integration
Experience
• Finance Mgmt in Channel, Services, Software, Commercial Finance, Cloud, SaaS
• HR Finance Development- People Initiatives, Invest in yourself, Mentoring Programs, Competency
Development
Brett Bourgon, CMA/CPA
President
Stan Besko, MBA
Vice President
3. LEADERSHIP AND DEVELOPMENT
FOR FINANCE PROFESSIONALS
L&D for
Finance
1:1 Leadership
Coaching
(WABC certified)
Teamwork
Optimization
through 4-D
model exercise
Me3
Development
Program
Development
Plan
Implementation
Morale
Assessments
People quit managers not
companies
Attrition is costly, be proactive
and invest in your team before
they decide to find someone
who will
Blending the mix of mentoring
with experience, exposure and
education is a game changer
for development of finance
professionals
RCC Certified coaches can
help turnaround low
performers and help high
performers reach their peak
potential
Develop
4. EXECUTIVE SUMMARY
Coaching Style
• Leadership Development focused
• Development of EQ
• No agenda, cultural interference
• 4D model exercise for self reflection and
improved team dynamics
Development Plan Options
• Me3- Mentoring, Experience, Exposure and Education Plan Development and
Implementation
• 1:1 RCC designated Leadership and Development Coaching
• Critical Skills and Needs Assessment – Competency Mapping
Targeted Achievements
• Improved EQ, Self Awareness, Social
Awareness, Strengthened Development
Plans
• Positive message sent from
Management
• Conflict resolution support
• 100% positive reviews (see
testimonials)
"My coaching experience with B
Inspired has been eye opening. I've
become more mindful of my impact
on others and have discovered new
approaches to taking advantage of
my authentic self in a positive
manner. "
"I found the coaching with B
Inspired Finance Group very
valuable to my personal and
professional development.”
"I’ve learned that the best version of
my leadership style relies on my ability
to adapt when required to lead in a
Directing or Visioning capacity. Being
aware of these skills and behaviors
allows me to be more effective to
manage those scenarios and make
better decisions.”
5. WHY CHOOSE US?
Value Proposition for B Inspired L&D Engagements
• 95-99% of the time you spend with your teams are focused on tasks, business deliverables,
strategy formulation, execution, etc. – not on leadership development
• Working managers at are hard-pressed to balance heavy work loads with building focused
development plans for their teams
• Our approach builds on concepts which minimizes learning curve to employee – easily
integrates into existing training plans
• A key output is a time-bound, structured training plan with focused competency
development
• Employees value the insights and perspectives from coaches who have held their roles as well
as managed them
• Cost of Attrition is significantly higher than costs of development, averaging 30% of an
employee’s salary (productivity loss, recruitment costs, lower morale, training, experience
drain)
Our Competitive Differentiators
• We focus primarily on Finance Professionals;
certified coaching services with our finance
background is unique in the market
• We have extensive experience in corporate
finance which adds a relatability and
education factor that our competitors don’t
have
Competitive Cost Comparison
• Knightsbridge -$1500/hr.
• Shift Coaching- $750/hr.
• TR Group - $500/hr.
• B Inspired - $250/hr.
7. Sample Engagement 2018 : 25 hours of 1:1 Coaching for 5 individuals
Topics covered:
- Conflict management
- Presentation and Influence skill
development
- Mindfully Improving EQ
- Exposure to and appreciation of
achievements
- Planning experience
opportunities and gaining
support for them
- Change management
- Leadership assessment and
development discussion
- Optimizing team dynamics
Growth/Results:
- Improvements in approaching
tough situations with a mindful
approach
- Increased understanding of self
and improved interactions with
others
- Improving EQ through
mindfulness discussions and self
and social awareness
- Message well received by the
team that management supports
development of critical skills
- Realization of results and
positive achievements
8. “We will not let our business partners fail”
Inspire
Develop
Transform
