
Founder
Passionate, inspirational, and motivating are words many would use to describe Leo. Affectionately known as the “value man” in the financial services industry, he is also recognized as the industry’s premier thought partner of value-based training, not only by senior leaders in the C-suites, but among top advisors as well.

Faculty
Dr. Jennifer Sparks Taylor co-leads USC Marshall’s Center for Effective Organizations. With 30+ years in branding, marketing, and customer relationship management, she now researches responsible leadership and structured reflection — work behind her book, The Human Loop: Leading with Reflection in the Age of AI.

Educational Designer
As a learning and performance improvement consultant since 1983, Anne has worked successfully with a wide array of industries creating and implementing learning and performance improvement solutions that make a difference for clients of all sizes, including Steelcase Inc, The Home Depot, Ford Motor Company, Nissan, Farmers Insurance, Merillat Kitchen Cabinets and others.

Advisory Board
Bob has spent considerable time in the areas of service, leadership development, and executive coaching. He is a graduate of the intensive Teleos Leadership Institute’s Coach Development Program and is accredited with the Hay Group to administer the Emotional and Social Competency Inventory instrument.

Advisory Board
Vito has 30+ years of successful experience in the corporate world with Xerox and OKIDATA Corporation. He held Leadership positions in the following disciplines: Sales, Service, Education & Training, Product Development, Quality, and Strategic Planning. He concluded his career as Vice president of North American Sales with OKIDATA. After his corporate career, Vito pursued his life-long passion of teaching and coaching. Vito’s coaching and teaching endeavors extend beyond the business community.
Join our next cohort. Kickoff this November 10th-11th at Troon Country Club in Scottsdale, AZ with Dr. Jennifer Sparks Taylor. |