Board Briefings & Retreats
Your Board Sets the direction. It also owns the risk.
Is your board prepared for both?
Strong boards do two things well: they chart a clear strategy, and they protect what the organization has built. Too often those happen in separate conversations, or one gets crowded out entirely.
I help boards of banks, credit unions, nonprofits, and private clubs do both. Through facilitated retreats, strategy sessions, and focused insurance briefings, I bring nearly 40 years of risk and insurance perspective into the boardroom, so your plan is ambitious and your organization is protected.
Virtual or in person.
Two Ways to Work With Your Board
Board Retreats & Strategy Sessions
When your board needs to move from “Let’s make a plan” to “We have a plan,” I facilitate retreats and strategy sessions that keep the conversation focused, make sure every voice is heard, and end with clear decisions and next steps. Along the way, I help your board ask the question most plans skip: what could derail this, and are we prepared for it?
Board Insurance Briefings
A focused session, typically 60 to 90 minutes, that walks your directors through your insurance program in plain English. D&O coverage and what it really protects, your most significant exposures, where gaps tend to hide, and the questions every director should be asking. Your board leaves informed, and better prepared for the next renewal.
In a mere seven hours you took our conversation from ‘Let’s make a plan,’ to ‘We have a plan!’… You guided us through the day keeping the pace moving, yet pausing and giving additional time for topics that needed further conversation. This ensured all board member voices were heard, even those that felt timid about their opinions.
Our firm hired Dan to enhance our annual Strategic Planning meeting. Dan provided me with the encouragement I needed to use my creativity when making a presentation regardless of the audience. The result, a presentation that usually consists of numbers and stats turned into a fun way to show our staff having fun together while considering our future plans
When our club suffered a cart barn fire, Dan translated the language our insurance brokers and carriers were speaking and presented it to my board in a way that moved a difficult process forward. His knowledge saved our club thousands of dollars. I’d recommend Dan to any fellow GM.
Dan led our department team in a day of team building. As the facilitator he was prepared, engaging and dynamic. We accomplished the goals set out; increase communication, breakdown barriers and to have a day of appreciation and fun. Post meeting survey results indicated the day was worthwhile.
