Financial Services

A well-regarded financial services organization engaged Cambria to work with its executive team to assist in transitioning a new CEO into her role, ensuring that the executive team would work effectively with the new leader and each other.

The organization also worried that several key executives, who each had wanted the CEO role, would leave.
Cambria coached the CEO and facilitated quarterly off-site meetings with the team. Individuals completed team self-assessments that provided insights into differences and commonalities among the members. Business strategies and team priorities were clarified, along with team behaviors and mutual expectations.

The team assessed its effectiveness at the beginning of the engagement and again at 6 and 12 months. There were observable, significant team improvements, the CEO transition went smoothly, and the key executives remained actively engaged.

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