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WHEN DOES THE BOARD "ADVISE/CONSENT" THE STRATEGIC PLAN VERSUS "OWN" THE PLAN?
Meet Our Moderators:
Lisa Haddad and Stuart Cable.
Lisa Haddad is a partner at the law firm Goodwin Procter with a specialization in corporate law. She is known for her work in governance and M&A. Ms. Haddad received her J.D. from Harvard Law School and her B.A. from the University of Massachusetts at Amherst.
Stuart Cable is a partner at the law firm Goodwin Procter. He represents as outside general counsel public and private companies involved in technology, software, life sciences, professional and business services, alternative energy and financial services. Mr. Cable also represents private equity and venture sources investing in such companies and investment banks serving such industries. He served as chair of Goodwin Procter's Corporate Department (1991-1995), chair of the Hiring Committee (1987-1990), and a member of the Executive Committee (1996-1998) and the Allocations Committee (1995 2000). Mr. Cable currently chairs the firm's Incubator Initiative and leads the firm's initiative in expanding into Asia.
Mr. Cable serves as a member of the President's Leadership Council at Dartmouth College and as Chairman Emeritus of the Buckingham Browne & Nichols School. He also serves as a member of the Board of Fellows of the Harvard Medical School.
Mr. Cable frequently lectures in the fields of corporate governance and mergers and acquisitions at MIT's Sloan School of Management, the Tuck School of Business Administration at Dartmouth College and the Institute of Outstanding Directors. He has responsibility for directing Goodwin's annual Directors' Forum.
He received his J.D. at Columbia University Law School; M.B.A. from the Tuck School at Dartmouth College and B.A. from Dartmouth College.
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AFTER HUMAN RESOURCES
This is a 50 minute workshop given to a group of senior HR leaders in Boston. It begins with a demonstration of how Stybel Peabody Associates, Inc. uses the Argyris Technique to increase the predictive validity of job interviews. The case is about a Hallandale Beach, Florida lifeguard who went against corporate policy.
The discussion then moves to the history of human resources and how new technology is making the old concept of HR outdated.
What is the "new" HR for the middle of the 21st Century? And how can HR leaders best advocate their value to CEOs who continue to think about HR as a mid twentieth century hand-maiden of the finance function.
Larry Stybel is co-founder of Stybel Peabody Associates, a Lincolnshire International Company. Core services revolve around retained search, leader development, and career management. Clients include 21% of the one hundred companies named by FORTUNE MAGAZINE as "Best " Employers in the United States.
Click here for powerpoint presentation on "After Human Resources...."
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WHEN FAMILY DOMINATED COMPANIES MEET PRIVATE EQUITY. THOMAS J. SHIELDS, SHIELDS & COMPANY.

Thomas J. Shields
One of the options for family dominated companies to derive cash from successful businesses is to sell all or part to private equity firms. What are the tradeoffs?
Thomas J. Shields is a co-founder and managing director of Shields & Company, Inc., a national mid market investment banking and advisory firm established in 1991.
Shields & Company provides finance advisory services in the areas of: mergers and acquisitions, corporate restructurings and recapitalizations, capital raising, financial advisory assignments, and valuations/fairness opinions. The company specializes in the following industry verticals: business services, consumer products, retail companies, manufacturing, distribution, technology and healthcare.
Tom currently serves on the Boards of Directors of Clean Harbors, Inc., Ensign Bickford, Inc., The Gem Company, and Jones & Vining, Inc. He also serves on the Investment Committee of Boston Medical Center. Tom was previously on the Board of Directors of BJ's Wholesale Club and was chairman of Newton-Wellesley Hospital in Cambridge, Massachusetts. http://www.shieldsco.com/
He is a graduate of Harvard College and Harvard Business School.
This program was delivered at Stybel Peabody/Board Options, Inc.'s Newton, Massachusetts office to a group of 15 Board members, CEOs, private equity partners, and Stybel Peabody alumni.
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HOW BOARD MEMBERS CAN BE SKEPTICAL WITHOUT LAPSING INTO CYNICISM.

Do you assume trust until proven otherwise? If so, I have a pound of Goodwill I will sell to you at a 10% discount and will engrave with your name on it for free!
ABOUT MORRIS MCINNES
Morris was the 2011 recipient of the F. Gorham Brigham Jr. Lifetime Achievement Award for service to the financial industry, bestowed by the Boston Business Journal and the Financial Executives International of Boston.
He has held two distinguised careers.
Morris is Professor of Accounting, and formerly Associate Dean for Academic Affairs, at Suffolk University’s Sawyer Business School. He was previously head of the Accounting Department at MIT Sloan School of Management.
His other career was as a Vice President of Finance for several companies. He has been a Director for several public companies.
Morris’ undergraduate degree is in physics, from the University of St. Andrews in Scotland, and his masters and his doctorate degrees are from the Harvard Business School.
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PREDICTIONS FOR THE ECONOMY, Q1 2013.
This is a talk given at the Chamber of Commerce in Massachusetts in December, 2012. Following the predictions there is a short talk on two techniques you can use in 2013 to be a leader who is "calm and assertive."
This talk is 33 minutes by mp3.
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“MEASURING WHAT IS TRULY IMPORTANT FOR DIRECTORS: BALANCING THE NEED FOR INFORMATION IN A WORLD OF DATA OVERLOAD/SCARCE TIME.”

Peat Miletic
Peat Miletic is a founder of FinMetrix, a firm with headquarters in Boston and clients around the world. His expertise is advanced performance measurement methods for leaders. Peat is an expert in apply lean manufacturing techniques to non-traditional settings like Boards of Directors. He has a B.Sc. in Engineering from University of Belgrade, M.Sc. in Satellite Remote Sensing from University of Bari, and an MBA from Northeastern University.
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TRENDS IN ACHIEVING LEADERSHIP BENCH STRENGTH: an interview with "Emory Mulling."

Emory Mulling
Emory Mulling is the founder of our office in Atlanta and a columnist on leadership. He is a member of the Board of Governors of www.careercertification.org the global nonprofit that certifies excellence in leadership and career management. Emory is former President of Lincolnshire International and the author of a book on career management.
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FINANCIAL EXECUTIVES INTERNATIONAL: "BEFORE YOU WALK IN THE INTERVIEW ROOM."
This is a talk given to approximately 40 chief financial officers and is 71 minutes long. Athletes know that the game is won or lost BEFORE stepping out on the playing field through the proper pre-game routine. Whether it is a job interview, meeting with investment analysts, or a difficult conversation with a boss what steps can you take to prepare before you walk in the door? This section has an mp3 Audio File plus a Power Point presentation.
The speaker is Larry Stybel.
Larry Stybel is co-founder of Stybel Peabody Lincolnshire, an Arbora Global Company. Since 1979 it provides companies with "smooth leadership change:" retained search limited to boards of directors, CEOs, and CFOS; improving leadership bench strength, and career management. Clients include 21% of the one hundred companies listed by FORTUNE MAGAZINE as "Best Employers" in the United States. There are 250 Arbora professionals in 25 U.S. cities and 24 countries. For more information, go to stybelpeabody.com and boardoptions.com
Download the Powerpoint Presentation
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SOCIETY FOR INFORMATION MANAGEMENT: Brain Science and Leadership.
What are three recent studies by cognitive psychologists that could change your leadership effectiveness? This talk was given to an audience of 70 chief information officers and is 58 minutes long. You should fast forward through the silence since there is an period of the program when the audience was broken into groups and doing an exercise. This program contains an mp3 audio file plus Power Points that fit the audio presentation.
The speaker is Larry Stybel.
Larry Stybel is co-founder of Stybel Peabody Lincolnshire, an Arbora Global Company. Since 1979 it provides companies with "smooth leadership change:" retained search limited to boards of directors, CEOs, and CFOS; improving leadership bench strength, and career management. Clients include 21% of the one hundred companies listed by FORTUNE MAGAZINE as "Best Employers" in the United States. There are 250 Arbora professionals in 25 U.S. cities and 24 countries. For more information, go to stybelpeabody.com and boardoptions.com
Download the Powerpoint Presentation
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CREATING BOARD OPTIONS IN YOUR CAREER.
This program was presented to 40 executives from the United States and Germany by Larry Stybel of Boardoptions.com
download the mp3.
watch the powerpoints
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TELL ME ABOUT YOURSELF........
This is THE standard question in job interviews and cocktail parties. Larry Stybel of Stybel Peabody Lincolnshire provides a way to structure an answer using the latest research in brain science. This program was presented to Temple Emmanuel in Andover, Massachusetts.
Click here for powerpoint presentation on "tell me about yourself"
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When the Black Swan Waddles Into Your Board Room, What Should You Do?

Richard Nicolazzo
Richard E. Nicolazzo, Founder and Managing Partner of Nicolazzo & Associates, has extensive experience in strategic communications management and planning, merger and acquisition communications, issues management, litigation support, media relations and crisis communications. Clients include leading regional, national and international corporations and organizations.
He has appeared on broadcast business shows such as CNN’s Money Line; he authors contributed articles and blogs to major print and online media, including The Boston Globe, Boston Business Journal, and O’Dwyer’s, a leading public relations and marketing communications publication; and he has been a featured speaker at Nasdaq/Amex Executive Program Investor Relations Conferences. Richard is an accredited member of the Public Relations Society of America and PRSA’s Counselors Academy.
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CEOs Who Successfully Navigate the Power Shift From Founder/Family Dominated Board to Private Equity Dominated Board.
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HGSB consultants on boards.
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“How Leopards Change Their Spots: incumbent CEOs who alter their board management style as the Board-CEO Power Changes---founder domination to private equity domination to public company board.”
SCENARIO:
“Private equity dominated Board fires CEO” is the journalistic equivalent of “dog bites man.”
But....
CEO remains in place from founder dominated board to private equity dominated board to public company board is the equivalent of “man bites dog.”
Ted Bililies and Larry Stybel spoke before 18 Board members and senior executives for 55 minutes on the topic of how successful CEOs change their operating style with the Board over time.
What are the lessons these successful CEOs can teach CEOs, Board members, and private equity partners?
Ted Bililies and Larry Stybel
Ted has advised the founders, CEOs, and boards of dozens of global organizations such as The World Bank, Credit Suisse, Putnam Investments, Fidelity Investments, and State Street Corporation, as well as preeminent private equity and alternative asset management firms such as Apax Partners, CVC Capital, Bain Capital, The Blackstone Group, The Carlyle Group, Icahn Associates, Goldman Sachs, Kohlberg Kravis Roberts, and Perella Weinberg Partners.
Ted is a frequent speaker at leadership and investment conferences and has been featured in Fortune magazine and on CNBC’s Power and Money.
Ted was formerly the founder and general managing partner of the Boston office of Personnel Decisions International, a global management consulting firm, as well as the first head of executive and organizational development at State Street Corp. Ted has been on the faculty of Harvard University for more than a decade, teaching in several of the graduate schools and executive development programs of the university, and has served as a trustee of one of Harvard’s major teaching hospitals. Ted led the leadership development segment of the Advanced Management Program at Harvard Business School for five years.
A magnum cum laude graduate of Harvard College, Ted earned an M.A. and Ph.D. in Clinical Psychology from Loyola University of Chicago. He served as a clinical instructor at Harvard Medical School and McLean Hospital in Boston, Massachusetts for several years. Ted is active in many professional and charitable organizations in Boston and New York.
tcbililies@ghsmart.com
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Larry’s area of expertise is corporate governance, leadership, and senior executive career management.
He is co-founder of a firm that provides “smooth leadership change” services to companies: retained search limited to Board members; helping companies develop deep bench strength of talent at the VP and above level, and keeping leaders loyal through the dignified way that leaders are told “It’s time for you to go.”
Stybel Peabody Lincolnshire, an Arbora Global Company, was founded in 1979. Based in Boston, there are 250 consultants in 25 U.S. cities and 32 countries.
Clients include 21% of the one hundred companies listed by FORTUNE MAGAZINE as ‘Best Employers in the United States,” 70% of the largest twenty law firms in Boston, two of the Big Four CPA firms, 56% of the 25 large firms ranked by BOSTON BUSINESS JOURNALS as “Best Places to Work” and 70% of the largest twenty health care delivery systems in Massachusetts.
Larry has also been retained by top tier private equity firms to work with partners and with portfolio company leaders.
Larry is Executive in Residence in the Department of Management & Entrepreneurship at the Sawyer Business School at Suffolk University.
Larry serves on the board of a venture backed company in the SaaS space and on the Board of a company that provides teams to private equity backed portfolio companies. He is a former President of the Boston Human Resources Association and the National Association of Corporate Directors’ New England Chapter.
He writes the “Platform for Success” column in PSYCHOLOGY TODAY magazine.
Larry received his doctorate in organization behavior at Harvard University and is a licensed psychologist in the Commonwealth of Massachusetts. He was previously an executive compensation consultant and a columnist with COMPENSATION & BENEFITS MANAGEMENT.
lstybel@stybelpeabody.com
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LARRY SIFF ON QUESTIONS BOARD MEMBERS SHOULD ASK CEOs ABOUT HOW THE CEO INTENDS TO BALANCE GROWTH AND SUSTAINABILITY.

LARRY SIFF.
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“Post Acquisition Integration: lessons learned.” Susan McCuaig.
In a previous Seat at the Table session, we discussed a trend in Boards to want to spend the necessary time to understand the consequences of an acquisition before the deal is consummated.
How many Boards spend the necessary time to review the consequences of the acquisition AFTER the deal is done?
According to one informal survey, one board in ten structures time to acquisition integration review.
And PWC research suggests that 70% of acquisitions fail to achieve the owner’s original objectives.
Coincidence?
The failure of Boards to spend the necessary time to conducting systematic post acquisition integration review increases the probability of mistakes being repeated.
Join us as we continue this conversation with Susan McCuaig.
Susan McCuaig served as the Vice President, Human Resources for CIRCOR International, Inc., a global manufacturer of highly engineered products for the industrial, aerospace and energy markets from May 2005 to October 2011. Previous to that, from December 2003 until May 2005, Ms. McCuaig served as Assistant Vice President Human Resources for State Street Corporation, where she supported State Street's Wealth Managers Services and Securities Finance divisions. From February 2003 through December 2003, she was a human resources advisor to Radius Capital Partners, LLC, a buyout firm engaged in strategic mergers and acquisitions in the telecommunications, technology and financial services industries. From November 2001 through February 2003, she served as Vice President of Human Resources for Color Kinetics Incorporated, a full spectrum digital lighting company. From February 2001 through November 2001, she was a partner in Website000 LLC, a business specializing in strategic and organizational development of start-up and emerging growth companies and, prior to that, served as Vice President of Human Resources and Investor Relations for Send.com, Vice President of The Stride Rite Corporation and the Vice President of Professional Development for MAST Industries, Inc a wholly owned division of The Limited, Inc. Ms. McCuaig has an MBA from Suffolk University and also serves on their Management Advisory Board.
This audio file is 55 minutes long.
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HOW TO DEVELOP BOARD OPTIONS IN YOUR CAREER: a talk given to the South Florida Chapter of the Financial Executives International.
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EVERYONE SAYS “I’M A TEAM PLAYER” DURING JOB INTERVIEWS. HOW CAN YOU FIND THE REAL MCCOY?

WILLIAM BACHMAN. Global Chief Operations Officer, Bingham McCutchin. This is one of the world’s largest law firms and ranked six times in a row by FORTUNE MAGAZINE as one of the one hundred “Best Employers in the United States”
LARRY STYBEL: President and Co-Founder of Stybel Peabody Lincolnshire (www.stybelpeabody.com), an Arbora Global Company. Since 1979, its mission has been to help companies successfully manage “smooth leadership change.” Core services revolve around retained search for Board members, CEOs, and CFOs. It also provides confidential leadership consultation and career management services to leaders. There are 250 consultants in 25 U.S. cities and 31 countries. Clients include 21 of the one hundred companies named by FORTUNE MAGAZINE as “Best Employers in the United States.” He also is Executive in Residence at the Sawyer Business School at Suffolk University.
Click to download this Video from Next Stage Solutions. www.nextstagesolutions.com
http://www.youtube.com/watch?v=dETEUTzmohs&feature=player_embedded
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NEXT STAGE SOLUTIONS PRESENTS: Leadership Development and Succession Planning.
This mp3 is 122 minutes long and features the following panel:
Moderator:
Bonni DiMatteo, President of Atlantic Consultants.
Panelists:
William Bachman, COO of Bingham, one of the world's largest professional service firms and a five time winner of the FORTUNE MAGAZINE "Best Companies to Work For in the United States."
Lyn Kaplan, Business Performance Advisor at Insperity, a national HR services firm.
Lisa Sasso, Executive Coach at Medical Development Partners.
Larry Stybel, President of Stybel & Peabody, an Arbora Global Company and Executive in Residence at the Sawyer Business School at Suffolk University. There are 250 Arbora consultants in 31 countries and 25 U.S. cities.
- How to hire for success?
- How to train and support a valued employee from field to management?
- What are key components to building a highly effective executive team?
- What assessment tools do I need to evaluate and define talent?
- What are best practices in implementing a successful succession plan?
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THE NEW ACTIVIST INVESTOR: A GUIDE FOR BOARD MEMBERS AND CEOs.

EDWARD TERINO
Edward Terino has served as a director of S1 Corporation (NASDAQ:SONE), a leading provider of integrated banking and payment solutions. Mr. Terino has served as a director of Baltic Trading Ltd. (NYSE:BALT), an international dry bulk shipping company. Mr. Terino is also a director of SeaChange International, Inc. (NASDAQ:SEAC), a leader in the delivery of multi-screen video.
Mr. Terino began his career at Deloitte & Touche and spent 9 years in their consulting services organization. Mr. Terino received his Masters in Business Administration from Suffolk University and a Bachelor of Sciences in Management from Northeastern University. He is on the Board of Advisors of the nonprofit Center for Innovation & Change Leadership (CICL), a national think tank for the study of how companies achieve shareholder value through innovation/collaboration.
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GLOVES OFF: HOW TO KILL YOUR COMPETITION
Fast forward through the first six minutes of this 70 minute presentation given to members of the Financial Executives International in Boston.
Key concepts: (1) there are three underlying reasons why previous models for seizing opportunities do not work in today's job market and will continue to fail (2) how to engage in Dunkin Donuts Research (3) key web based resources executives can use to kill their competition and (4) the "Killer Close" to seal the deal.
Larry Stybel is President/Co-founder of Stybel Peabody Lincolnshire, an Arbora Global Company. There are 250 Arbora professionals in 25 U.S. cities and 31 countries. Its mission is to help companies manage smooth leadership change: retained search limited to Board members, CEOs and CFOs; helping high potential leaders and helping senior executives manage aggressive job search campaigns. Larry is a contributor on leadership and career management to both HARVARD BUSINESS REVIEW and PSYCHOLOGY TODAY. He also is Executive in Residence at the Sawyer Business School at Suffolk University in Boston. Larry received his doctorate in organization behavior at Harvard University and is a licensed psychologist in the Commonwealth of Massachusetts. He is one of 122 career management professionals from 21 countries to be awarded by his peers the title "Career Management Fellow." This designation is awarded by the Institute for Career Certification International.
For more information go to www.stybelpeabody.com.
Larry can be reached at Lstybel@stybelpeabody.com and would love your comments on this talk.
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GEORGE NEBLE, CPA OF ERNST & YOUNG ON MANAGING THE TRIANGLE OF THE BOARD, THE AUDIT COMMITTEE, AND THE CPA FIRM.
George Neble is a Partner with Ernst & Young with over 30 years experience in serving multinational companies. He has unique expertise in assisting with multiple M&A transactions, and IPOs. Clients include Stream Global Services, Acme Packet, EnerNOC, Phase Forward, ATG, Glasshouse Technologies, Powerspan, and Skillsoft. He is a member of the Board of the Massachusetts Society of CPAs and an Adjunct Lecturer at the Boston College Carroll Graduate School of Management. He received his B.S. from Boston College.
This talk was given to a group of Board members. It is 80 minutes long.
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WATCH THIS: LARRY STYBEL ON HOW SENIOR MANAGERS CAN FRAME DISCUSSIONS WITH THEIR CEOs FROM A BOARD PERSPECTIVE
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3: LEADERSHIP BY THE NUMBER
There are three parts to this 45 minute talk: (1) why the number 3 is potent based on research into the limits of human cognition (2) three questions leaders might consider asking before taking on new assignments and (3) three questions to ask to "close the sale" on products, services, or ideas.
Part of this talk is based on Larry Stybel's HARVARD BUSINESS REVIEW article on the subject.
The talk is based on an "Ideas to Action" workshop given to executives from the Waterford Institute of Technology in Ireland.
The presenter is Larry Stybel. He is Executive in Residence at the Sawyer Business School at Suffolk University and President of Stybel Peabody Lincolnshire. Founded in 1979, Stybel Peabody helps companies manage "smooth leadership change" with 250 professionals in 31 countries. Clients include 21 of the one hundred companies named by FORTUNE MAGAZINE as "Best Employers" in the United States. He is on the Board of Governors of the Institute for Career Certification International and one of 122 professionals from 22 countries to be elected an Institute Fellow. (www.careercertification.org).
TO LISTEN TO THE TALK, CLICK HERE.
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TRENDS IN VENTURE CAPITAL AND ANGEL INVESTING.

RICHARD LUCASH
Richard Lucash is both a legal advisor to growing companies and an investor.
He is special counsel for McCarther & English, LLC’s Corporate, Securities and Financial Institutions Practice Group. Richard’s legal practice focuses on financing, technology transfer and intellectual property.
Richard’s investment experience includes founding LaunchPad Venture Group, recognized as one of the top angel organizations in Boston. He serves on its Board. There are nearly one hundred LaunchPad members.
Mr. Lucash has a B.S. in Physics from MIT and a J.D. from the Cornell Law School.
The talk is 58 minutes.
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THREE QUESTIONS TO ASK TO DETERMINE IF YOU ARE SUCCESSFUL IN YOUR CAREER: MURRAY'S LAW OF SUCCESS.
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LISA STEPHANIAN BURTON OF WILMER HALE ON RISK FACTORS FACED BY MEMBERS OF BOARDS OF DIRECTORS.

LISA STEPHANIAN BURTON
Lisa Stephanian Burton is a partner in WilmerHale's Labor and Employment Practice Group and chair of the Immigration Group.
Ms. Burton counsels clients on a variety of labor and employment issues, including the labor and employment implications of mergers and acquisitions. She enjoys speaking on hot topics in labor and employment. Most recently, Ms. Burton presented on "Monitoring and Restricting Employees' Use of the Internet, Social Networking and Blogging" at WilmerHale's Annual Employment Law Update.
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HOW TO IMPROVE YOUR GAME IN NETWORKING.
Part 1 and Part 2
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FOR SENIOR LEVEL PROFESSIONALS ONLY: THE NEW ABCs OF NETWORKING FOR OPPORTUNITIES.
Whether you are an executive seeking new employment, new consulting assignments, or new sales you might find this talk of value. It was given at the Senior HR Networking Group of Boston and is 118 minutes long.
The speaker is Larry Stybel.
Larry is co-founder of stybelpeabody.com and boardoptions.com. He has a doctorate in organization behavior from Harvard University, is a licensed psychologist in the Commonwealth of Massachusetts, and is one of 240 career management specialists from 21 countries to be named Fellow, Institute for Career Coaching International. His articles on leadership, careers, and corporate governance appear in CALIFORNIA MANAGEMENT REVIEW, HARVARD BUSINESS REVIEW, and MIT SLOAN MANAGEMENT REVIEW.
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FINANCIAL EXECUTIVES INTERNATIONAL TALK ON 'IMPROVING YOUR GAME' IN NETWORKING:
Founded in 1936, Financial Executives International is the professional association for senior corporate finance leaders. This 115 minute talk was given to 45 FEI members and guests.
Larry Stybel of Stybel Peabody Lincolnshire says these are different existential positions leaders have about networking. Those leaders who engage in networking should focus on getting an accountability buddy, stop talking about themselves, focus on networking to the third level of the network chain, and read HOW TO MAKE FRIENDS AND INFLUENCE PEOPLE. Those leaders who are networkers should focus on achieving a public image of being network nodes to powerful people. And these powerful people owe them favors.
Stybel says that there are only three ways to insure you outlive your wealth. Being a networker is more fun and less risky than the other two ways.
Larry Stybel is President of Stybel Peabody Lincolnshire, an Arbora Global Company. Founded in 1979, the company works with the world's best companies in helping to manage smooth leadership change. Clients include 21% of the FORTUNE MAGAZINE one hundred companies named Best Employers in the United States. Core leadership change services include Retained Search+, high potential leadership work, and Executive retained search. There are 250 Arbora consultants in 31 countries.
Larry received his doctorate in organization behavior from Harvard University and is a licensed psychologist in the Commonwealth of Massachusetts. He is one of 240 Career Management Fellows of the Institute of Career Coaching International. Fellows are nominated by professional peers. And the body of their work is reviewed by a Board of Governors. In 2011, Larry was elected by his peers to become a Governor of the Institute. (www.careercertification.org).
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THREE STORIES FOR PROFESSIONAL SERVICE SECTOR LEADERS:
- THE INSTIVIDUAL MARKET: IS YOUR BUSINESS COMPETING EFFECTIVELY?
- HOW YOU CAN WIN IN A WORLD WHERE RISK MANAGEMENT IS A BOARD OBSESSION WHILE COST CONTAINMENT IS AN OPERATING MANAGEMENT OBSESSION?
- HOW WE DEALT (BADLY) WITH THE EMOTIONS OF EXHILARATION/FEAR WHEN FOUNDING STYBEL PEABODY IN 1979.
Larry Stybel of Stybel Peabody gave this 45 minute talk to an audience of experienced management consultants at the Institute for Management Consulting. This speech was part of the "Beyond the Curve" series on key issues which will impact leaders in the professional services sector.
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HOW LEADERS CAN MOVE THE CONVERSATION FROM IMPORTANT/NOT URGENT TO IMPORTANT/URGENT.
This 32 minute speech was given to a global association of health club owners/managers is part of the Stybel Peabody Lincolnshire "Productive Conversations" series.
In the health club industry, new membership acquisition is less than existing membership departures. Larry Stybel argues that exercise is one of life's important/not urgent issues. What are some practical techniques owners can use to position the value proposition so that the perception of urgency and importance exists?
Larry Stybel is President/CEO of Stybel Peabody Lincolnshire, an Arbora Global Company. Founded in 1979, there are 250 consultants in 31 countries. Its mission is to help companies manage "smooth leadership change when the stakes are high." (sp) Clients include 21 of FORTUNE MAGAZINE'S "The Top One Hundred Companies to Work For." Larry is also Executive in Residence at the Sawyer Business School at Suffolk University in Boston.
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As a Board Member, When is a Deal Not a Deal? Your Company Announced a Deal and an Interloper Comes Knocking: the Case of Data Domain and EMC? Stuart Cable, Goodwin Procter.
This 73 minute program was taped before an audience of Board members and CEOs. He discusses a case of a public company agreeing to be acquired by a second tier player in its industry and not getting bids from the largest player in the industry.

ATTORNEY STUART CABLE
Stuart Cable represents as outside general counsel public and private companies involved in technology, software, life sciences, professional and business services, alternative energy and financial services. Mr. Cable also represents private equity and venture sources investing in such companies and investment banks serving such industries. He served as chair of Goodwin Procter's Corporate Department (1991-1995), chair of the Hiring Committee (1987-1990), and a member of the Executive Committee (1996-1998) and the Allocations Committee (1995 2000). Mr. Cable currently chairs the firm's Incubator Initiative and leads the firm's initiative in expanding into Asia.
Mr. Cable serves as a member of the President's Leadership Council at Dartmouth College and as Chairman Emeritus of the Buckingham Browne & Nichols School. He also serves as a member of the Board of Fellows of the Harvard Medical School.
Mr. Cable frequently lectures in the fields of corporate governance and mergers and acquisitions at MIT's Sloan School of Management, the Tuck School of Business Administration at Dartmouth College and the Institute of Outstanding Directors. He has responsibility for directing Goodwin's annual Directors' Forum.
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BOSTON BUSINESS ALLIANCE TALK: HOW SUCCESSFUL COMPANIES PIVOT DURING TIMES OF TURBULENCE.
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HOW TO MANAGE THE "PIVOTS" IN YOUR PROFESSIONAL LIFE.
This is a 33 minute program that was a keynote address to the Annual Meeting of the Massachusetts Psychological Association.
It was given by Larry Stybel.
Larry is co-founder of Stybel Peabody Lincolnshire, an Arbora Global Company. Founded in 1979, the firm's mission is helping institutions and companies achieve "smooth leadership change:" Retained Search+, development of high potential leaders, and Executive retained search. There are 250 Arbora professionals in 31 countries. Clients include 21 of the one hundred companies named Best Employers by FORTUNE MAGAZINE.
Larry is a contributor to HARVARD BUSINESS REVIEW ON MANAGING CAREERS IN TOUGH TIIMES (Boston: Harvard Business Press, 2010) and writes a blog on leadership/career management for HARVARD BUSINESS REVIEW. His articles on leadership have appeared in HARVARD BUSINESS REVIEW, MIT SLOAN MANAGEMENT REVIEW, and CALIFORNIA MANAGEMENT REVIEW. He is frequently quoted on leadership and career management issues in THE WALL STREET JOURNAL and is an international keynote speaker. Larry also is Executive in Residence at the Sawyer Business School at Suffolk University and Producer of "Inside Leadership," a national media program that honors "self made leaders." He is on the Board of a venture backed SaaS company and a University in South Korea.
He received his doctorate from Harvard University and is a licensed psychologist in the Commonwealth of Massachusetts.
Larry can be reached at Lstybel@stybelpeabody.com
His websites are www.stybelpeabody.com and www.boardoptions.com
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MANAGING THE AUDIT COMMITTEE-CPA-CEO/CFO RELATIONSHIP.
This is a 50 minute audio of Scott Levy moderating a discussion with Board members.

Scott Levy is Managing Partner of Grant Thornton's Boston office. In this role, Scott is responsible for ensuring the quality of service for clients of the firm's audit, tax, and advisory practices.
He has more than twenty years of experience advising clients on business and accounting issues. In addition, he has assisted companies to raise capital in both the public and private markets. Scott's industry experience includes software, manufacturing, and retail. Current and past clients include Cognex Corporation, Nathan's Famous, Tumi Luggage, and Einstein Bagels. Prior to joining the Boston office, Scott served Grant Thornton as Assistant Managing Partner of the New York Cluster. He was ranked by CRAIN'S NEW YORK BUSINESS as one of the "Forty Under Forty." Scott serves on the boards of the Massachusetts Society of CPAs and Junior Achievement. He received a B.S. in Accounting from the State University of New York, Albany.
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NEW RULES FOR A NEW ECONOMY: THE EMPLOYMENT INTERVIEW.
This is a talk presented by the Boston Chapter of the Financial Executives International (www.feiboston.org) on October 13, 2010. It is 80 minutes long.
Topics include: (1) developing your personal Leading Indicator of Change for your career (2) review of outcome literature on the predictive validity of employment interviews (3) options for structuring realistic job previews to improve the predictive validity (4) Chris Argyris' Theory of Action Perspective and its implication for improving the predictive validity of employment interviews (5) How Warren Buffett uses self disparagement as a technique to rapidly bond with people (6) Dealing with issues of Age, Salary, Disability, and Job Title, and (7) Using Circadian Rhythm to your advantage and (8) the Killer Close.
This program is designed for all participants iin the employment interview----employers seeking talent as well as job candidates.
Larry Stybel is President of Stybel Peabody Lincolnshire, an Arbora Global Company and Executive in Residence at the Sawyer Business School at Suffolk University in Boston. Founded in 1979, the firm's mission is helping client companies achieve "Smooth Leadership Change:" Retained Search+ limited to Board, CEO, and CFO roles; coaching of high potential leaders, and Executive retained search. There are 250 Arbora professionals in 31 countries. Clients include 21% of the one hundred companies named by FORTUNE MAGAZINE as "Best Employers in the United States."
Larry writes a blog on leadership and career management for HARVARD BUSINESS REVIEW and is frequently published in HARVARD BUSINESS REVIEW and MIT SLOAN MANAGEMENT REVIEW. He is a contributor to HARVARD BUSINESS REVIEW ON MANAGING YOUR CAREER IN TURBULENT TIMES (Boston: Harvard Business Press, 2010) and J. G. McLellan (ed.) PRACTICAL CASE STUDIES FOR COMPANY DIRECTORS. (Charleston, SC: Directors Dilemma, 2010). Articles by or about him have appeared in THE WALL STREET JOURNAL, ABC NEWS, BUSINESS WEEK, CNN, CALIFORNIA MANAGEMENT REVIEW, DIRECTORSHIP, FORBES, FORTUNE, and THE NEW YORK TIMES. He received his doctorate in organization behavior from Harvard University and is a licensed psychologist in the Commonwealth of Massachusetts. Prior to Stybel Peabody, he was an executive compensation consultant for Hay Associates Management Consultants. Larry serves on the Boards of Zapoint and the Center for Innovation & Change Leadership. He is on the Advisory Board for Solbridge University in Korea and has given talks on leadership in the People's Republic of China and Australia.
To contact Larry Stybel:

Lstybel@stybelpeabody.com
www.stybelpeabody.com
www.boardoptions.com
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A PERSPECTIVE ON RISK MANAGEMENT FOR BOARD MEMBERS WHO LOVE TO FOCUS ON ASSET ENHANCEMENT AND FIND RISK MANAGEMENT BORING/FRIGHTENING.
Michael Carpenter advises Boards on risk. Much of his work has been in the financial services sector. Companies he has worked with include John Hancock Funds, Transamerica/IDEX, MFS Retirement Services, and Rydex Global Advisors.
His articles on risk and investment have appeared in Investment News, The NAPFA Advisor, Transitions magazine, and most recently The Journal of Financial Planning.
His approach to risk management is to help board members understand risk issues in non technical, user-friendly ways.
Michael is author of The "Risk-Wise" Investor- How to better Understand and Manage Risk (New York, John Wiley & Sons, 2009). His website is www.RiskWiseInvestor.com
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"How to Get Great Non-U.S. Talent to Join Boards of U.S. Companies." Fred Foulkes. Boston University School of Management and the Human Resources Policy Institute.
This program is 61 minutes long.
Fred K. Foulkes, Moderator.
Fred's governance experience includes service on the Board of Panera Bread, a public company. He also is on the Boards of Appropriate Technology Corporation, Cambridge Medical, Deploy Solutions, Diagnostics Concepts and Bright Horizons Family Solutions.
Fred received his A.B. degree from Princeton University, and M.B.A. and D.B.A. degrees from Harvard Business School. He was a member of the Harvard Business School faculty before joining the faculty of Boston University. He teaches courses in human resources management and organizational behavior. Prior to entering teaching, he was employed by Chrysler Corporation.
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LEADING SIMPLY WITHOUT BEING A SIMPLETON.
This is a 34 minute presentation to a conference of university alumni. The focus is on a simple framework using elements of the Basic Accounting Equation and how it can help make better board selection, team staffing, and management development recommendations.
The powerpoints used in this talk can be obtained by contacting lstybel@stybelpeabody.com
The speaker is Larry Stybel.
For more information about Larry, go to www.linkedin.com/in/lstybel
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LES CHARM AND LARRY STYBEL ON BOARDS OF DIRECTORS, a program sponsored by the Exit Planning Exchange.
LES CHARM has been a partner in the firm of Youngman & Charm since 1972. The firm specializes in directorship functions for firms owned and operated by entrepreneurs and in assisting companies that are experiencing operating and/or financial problems. Youngman & Charm has operated in a variety of industries, channels of distribution, and has been involved in many successful financings and acquisitions and mergers.
From 1977 through 1990, Les was chairman and president of a major distributor and specialty retail chain. He has been active in other specialty marketing companies, and served as a member of the Board of Directors of the International Franchise Association. He was a director of the National Association of Corporate Directors-New England. He currently is on the board of several firms where he generally sits as the lead director.
Les is Executive in Residence at Babson College in Wellesley, Massachusetts. Professor Charm has taught throughout the world on a variety of topics regarding entrepreneurship and governance. He is on the President's Council at Babson, and is the recipient of the Appel Award for Entrepreneurship.
Les can be reached at charm@babson.edu
LARRY STYBEL is Vice President of Board Options, Inc. and co-founder of Stybel Peabody Lincolnshire, an Arbora Global Company.
Board Options, Inc. provides resources to nominating and governance committees in the field of talent management at the Board level: retained search for board members and board self-evaluation programs using National Association of Corporate Directors standards. Boardoptions.com is ranked by Google as the #1 website for Board Talent.
Stybel Peabody Lincolnshire was founded in 1979 with a focus on helping companies manage "smooth leadership change when the stakes are high." Core services revolve around Board search, leadership development with high potential executives, and executive level career consultation. Clients include 21 of the 100 companies named by FORTUNE MAGAZINE as "Best Employers." The website is stybelpeabody.com.
He also is Executive in Residence at the Sawyer Business School at Suffolk University in Boston.
Larry writes a blog on leadership and career management for HARVARD BUSINESS REVIEW and is contributor to HARVARD BUSINESS REVIEW ON CAREER MANAGEMENT IN TURBULENT TIMES. (Boston: Harvard Business Review, 2009). He is also contributor to J. G. McLellan (ed.) PRACTICAL CASE STUDIES FOR COMPANY DIRECTORS. (Charleston, SC: Directors Dilemma, 2010).
His work on leadership, governance, and career management has appeared in CALIFORNIA MANAGEMENT REVIEW, DIRECTORSHIP, HARVARD BUSINESS REVIEW, and MIT SLOAN MANAGEMENT REVIEW. He is a keynote speaker at trade associations/conventions around the world.
Larry received his doctorate in organization behavior at Harvard University and is certified as a leadership coach by Korn/Ferry International and Lore International. Larry is a licensed psychologist in the Commonwealth of Massachusetts.
Larry is listed in WHO'S WHO IN AMERICA and WHO'S WHO IN BUSINESS & FINANCE.
At Suffolk University, Larry is producer and host of the national show, "Inside Leadership." This is a series of in-depth interviews with "self made" men and women. Programs are taped in front of a college student audience.
He is on the Board of the Center for Innovation and Change Leadership and Zapoint, a venture backed technology company in the talent management space. Previous Board experiences include COMPENSATION & BENEFITS MANAGEMENT JOURNAL, the National Association of Corporate Directors New England Chapter, CS Technologies, and the National Human Resource Association.
Larry can be reached at lstybel@boardoptions.com
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OVERVIEW OF THE RETAINED SEARCH INDUSTRY: PAST, PRESENT, AND FUTURE. PLUS THE ROLE OF RETAINED SEARCH IN FINDING BOARD OF DIRECTOR TALENT.
David is Founder of Executive Search Information Services. Its mission is helping companies improve executive recruiting effectiveness, including managing search activity and selecting and engaging search firms.
He also is facilitator of the Executive Search Information Exchange, a network of executive talent officers from 50 leading corporations, sharing information on best practices in executive recruiting worldwide. David's clients include more than 100 of the Fortune 500.
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When it's time for the board to convey negative news to the CEO, a Board Options, Inc. Interview with Barry Greiff, M.D.
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Society of association executives: larry stybel on "aligning the stars of your board." A well diversified board has one or two bright stars, many stars to do the heavy lifting, rising stars, and setting stars. Setting stars can be of great value on your board if they are given the right assignments. How do you identify and screen out shooting stars? They can be deadly for ceos! Download this free mp3. 90 minutes.
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NEW DEVELOPMENTS IN NEGOTIATION OF EXECUTIVE EMPLOYMENT AGREEMENTS.
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CGQ AS A CAREER AND INVESTMENT CANARY IN THE COAL MINE: a review of the Corporate Governance Quotient Version 3 and its distribution channels. The talk also includes a discussion of the Stybel Peabody HARVARD BUSINESS REVIEW piece on "Managing Your Career in Three Dimensions." There is also a discussion about techniques for dealing with age-related issues during job interviews. This talk was given at the Boston Chapter of the Financial Executives International on March 10, 2010. 56 minutes.
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Management will be in the middle in the coming war for talent AND the war between talent. Larry stybel of stybel peabody lincolnshire gave this webinar to pharmacy leaders sponsored by pharmacy one.
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"Seizing opportunities in 3-d." This talk was given by larry stybel of stybel peabody for the members of the financial executives international of boston.
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How to diagnose grumpy cultures, grumpy-oriented organizational structures, and grumpy job candidates. Larry stybel of stybel peabody lincolnshire gave a speech to the assabet valley chamber of commerce.
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What Boards and Owners Should Know About Trends in Private Equity Financing. Bruce Macrae. Hastings Equity Partners. 55 Minutes.
Bruce MacRae. Bruce is a partner at Hastings Equity Partners. Prior to joining Hastings Equity Partners, Bruce co-founded Parthenon Capital where
he led numerous investments in the business services, distribution, manufacturing, and publishing sectors. Before Parthenon, Bruce was the
CEO/Director of Flow Control Equipment, Inc., an oil field & gas pipeline equipment manufacturer located in Houston, Texas. While leading Flow
Control, Bruce was responsible for developing and executing a strategic plan that involved M&A, an expansion of international distribution, and a
reduction of manufacturing costs - all of which led to a 50% growth in revenues and nearly 4x increase of earnings in less than two years. Bruce
holds a BSME with honors from Worcester Polytechnic Institute and a MSIE from Purdue University. In addition, he received his M.B.A. with distinction
from the University of Michigan. The website is hastingsequity.com. Hastings Equity invests in manufacturing , distribution, or service
companies with $8 million+ in sales. Hastings Investors represent the personal capital and talent of 40 business executives, many of whom have
either led Fortune 500 companies or large private equity firms.
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