Case Studies
How My Clients Are Creating the Future
Charles Schwab
Big Conversation:
How to unlock collaboration that thinks around corners
The Future:
Clarity reached on 5 top priorities for year ahead
Teams aligned to collaborate & execute
Internal communication reboot
How?
2 days of “unforgettable experiences” and “the realest conversations I’ve ever had with my colleagues”
Refreshingly unscripted and candid interview with C-level leadership
100+ participants, shark hats, and a dombek
Boston Symphony Orchestra
Big Conversation
The BSO is an iconic institution and an international treasure. How to preserve tradition, legacy, and excellence while growing, evolving, and thriving in the coming decades?
The Future
Entire BSO community engaged in revamping mission & strategy
Diversity, Equity, & Inclusion efforts underway across the organization
How?
Unprecedented dialogue among musicians, trustees, senior management, and civic leaders achieving clarity of purpose and yielding breakthrough solutions.
National Board of Medical Examiners
Big Conversation
Crisis in medical licensing impacting the entire healthcare ecosystem. Concerns included suicide rates among medical students, healthcare teams reflecting the diversity of the communities they serve, and nationwide access to quality healthcare.
The Future
Consensus statement drafted during the conference, overcoming controversy & mistrust
Following the conference, win-win policy changes implemented
How?
Co-designed 3-day invitational conference with planning committee
Dispelled confusion & anxiety through deep listening & connection
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