Packages
Executive Advisor (ongoing retainer)
A continuing senior-level partnership for leadership teams who need sustained, independent counsel on strategy, governance, and operational resilience as the business evolves. Designed to embed alongside your team, not replace it, providing steady judgment through the decisions that shape the next stage of growth.
Best for leadership teams and Boards who need ongoing strategic and governance counsel beyond a single engagement.
When Its Useful
Your organization is scaling, restructuring, or navigating sustained disruption, and decisions are recurring rather than one-time
Leadership needs an independent, senior perspective to pressure-test strategy, governance, and risk decisions on a regular cadence
You want continuity of judgment across multiple initiatives, rather than re-briefing a new advisor each time
What you get
A standing advisory relationship with regular strategic and governance touchpoints
Direct access for time-sensitive decisions, escalations, and Board or executive preparation
Continuity across initiatives, so priorities, risk posture, and decision rights stay aligned as circumstances change
How it works
Initial alignment on cadence, priorities, and scope
Ongoing advisory sessions structured around your leadership team's decision calendar
Periodic checkpoints to reassess priorities as the business and its risks evolve
The packages below reflect the engagements clients most often start with. Every relationship is shaped around what you're actually navigating, not a fixed scope.
Disruption-to-Commercialization Readiness Sprint (2–3 weeks)
A focused executive sprint to identify where disruption is most likely to constrain commercialization and enterprise trust, and to put in place the practical governance required to scale. Designed to be time-efficient for leadership teams and actionable immediately.
Best for mid-cap FS, fintech, and regulated tech teams scaling GTM through change.
When Its Useful
Disruption is recurring (or near misses are increasing) and execution is starting to feel reactive
AI-driven workflow change is outpacing accountability and control points
Enterprise customers, regulators, or auditors are raising expectations around governance and operational discipline
What you get
A clear view of your critical services and key dependencies tied to customer impact
Decision rights and escalation paths that work under pressure (who owns what, when)
A board/ExCo-ready pack: top exposure priorities, 6–10 decision-useful metrics, and a 90-day roadmap
How it works
Kickoff + targeted stakeholder conversations (time-efficient)
Working session(s) to align on service criticality and decision rights
Executive readout with priorities, metrics, and a practical 90-day plan
Executive Workshops & Facilitation
Board and executive sessions on the intersection of strategy, governance, and operational resilience, designed to sharpen decision-making and align leadership teams facing disruption, AI-driven change, and evolving regulatory expectations. Delivered as keynotes, moderated panels, or working sessions tailored to your audience.
Best for leadership offsites, Board education sessions, industry conferences, and client events.
When Its Useful
Leadership or the Board needs a shared understanding of a complex strategic, governance, or resilience topic before making a decision
An offsite, conference, or event needs a credible outside voice to sharpen thinking and drive discussion
Teams are aligned on the problem but need a structured session to reach alignment on the path forward
What you get
A tailored keynote, panel, or working session designed around your audience and objective
Practical frameworks participants can apply immediately, not just conceptual discussion
Facilitation that surfaces disagreement productively and drives toward clearer alignment
How it works
A short scoping conversation to understand your audience, objective, and format
Content and materials tailored to your session
Delivery, followed by a summary of key takeaways and, where useful, recommended next steps