Executive coaching in Charlotte.

Executive coaching, on a standing cadence

A standing cadence on video, weekly, every other week or monthly, with access between calls, on the same terms as all my executive coaching: a practical, candid thought partner who has held the seat you sit in. Executive coaching in Charlotte for CEOs, founders and senior executives, and leadership team coaching when the team is the unit.

Offsites, in your room

Executive offsites, strategic planning sessions, retreats and leadership alignment workshops, run by an operator, not a moderator. See facilitation for how the room works. Executive offsite facilitation in Charlotte: strategic planning sessions, leadership retreats and executive team alignment, in your room or the venue your team chooses.

Consulting, on your site

Operational work happens where the work is: your floor, your standups, your board meeting. From strategy consulting to AI consulting, on site when the engagement calls for it. Strategy consulting for Charlotte companies: transformation leadership, regulated change, board counsel and work with private equity portfolio companies.

Success, defined up front

Before the work starts we agree what success looks like and how we will both know, and we check the work against that measure at set points along the way, not only at the end.

A thinking partner who has held the seat

Standing calls weekly, every other week or monthly, in person or on video, and access between calls, because the hard things do not wait for the calendar.

A sharper view of your own patterns

Blind spots named early, and a clear view of how you lead under pressure. We can work on the board meeting and the person walking into it in the same hour.

Executive presence and stakeholder management

Presence with a board, investors, PE operating partners and the peers who wanted your job, and a plan for the transition into a bigger seat before it arrives.

Progress on the problems that do not fit on a slide

The team that worked at the last size and does not at this one. The difficult conversation you have been putting off. Accountability that does not backfire. Alignment across a leadership team.

Habits that outlast the coaching

The right formula, the right tactics, and repeatable actions: the rhythm that keeps the change alive after we finish. Insight alone does not survive a real quarter.

Technology founders and CEOs

CEO coaching for founders and first-time CEOs: scaling past the team you started with, investor expectations, and the move from founder-led to a real leadership team. I have made that move myself, and I was EVP at New Relic while it grew from $300M to $500M.

Leaders of PE- and VC-backed companies

A sponsor with a playbook and a clock, and a board that wants the plan delivered. I spent a decade as a managing partner at a venture firm, and I was COO in a VC-backed turnaround.

Executives inside Charlotte’s banks and headquarters

Bank of America and Truist headquarters, Wells Fargo’s East Coast operations, and the headquarters that moved here, Honeywell among them. Change inside a large, regulated enterprise is its own seat: I led transformation inside an 80-year-old enterprise at Cox Automotive.

Leadership teams

Leadership team coaching: the team as a unit, not only its leader. Executive team alignment, clear decision rights, and an offsite that turns into follow-through. More on facilitation.

COOs, presidents and product leaders

The second in command, whether the title is chief operating officer or president, and the most senior product leader. I have held the COO seat and the product seat. More on coaching for COOs and coaching for Chief Product Officers.

Financial services leaders

Charlotte is the second-largest banking center in the country, after New York. Executive coaching for leaders in banking, asset management and fintech, where regulation sets the pace of change. As a VP at Unqork I led implementations for Goldman Sachs, Marsh and State Street.

Charlotte is the second-largest banking center in the United States, after New York. Bank of America, the second-largest financial institution in the country by assets, is headquartered here; so is Truist; and Wells Fargo runs its East Coast operations and its capital markets business from the city. That is change inside a regulated institution, where the pace is set by the board, the regulators and the risk function as much as by the plan. I led implementations for Goldman Sachs, Marsh and State Street as a VP at Unqork, and at New Relic I led the FedRAMP work that protected $40M of public-sector revenue.

Charlotte also keeps drawing headquarters and technology centers. Honeywell moved its corporate headquarters here in 2018 and Dole in 2019; Lowe’s built a $153M Global Technology Center in South End; Microsoft and Centene run East Coast headquarters here. A move like that is a leadership problem before it is a real estate one: a new team, a new city and the old company’s habits. I led transformation inside an 80-year-old enterprise at Cox Automotive, and the company I founded merged with MicronPC to become Web.com; I took it to 650 people and a Nasdaq listing and was EVP at New Relic while it grew from $300M to $500M. Around them sit the PE- and VC-backed companies with a sponsor, a plan and a clock; I spent a decade as a managing partner at a venture firm and sat on the operating side as COO in a VC-backed turnaround. When we talk about your Charlotte company, the seats are the ones I have held.

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