Our Story

John Donne said it best, “No man is an island, entire of itself…”

All of our Forums are about connecting. They are about recognizing that we are all connected, and that through these connections we give ourselves the opportunity to learn, to teach, to engage, and to grow.

In October 2004, the CFO Forum launched, quickly followed by the HR Forum in 2005. Today, there are six Forums that are all dedicated to select individuals that value feedback, ideas, different perspectives, and knowledge. Together we are seekers and together we seek better ideas, better solutions, and perhaps even different (and better) paradigms.

We have helped transform hundreds of our clients’ strategies from back-of-the-napkin dreams to better-than-I-ever-imagined realities. We have business leaders from all types of industries and roles. These leaders share real-life experiences – both the good and bad – with one another to help improve everyone’s business…and life.

The most treasured experience is when I come to the table and you come to the table and together we go where neither of us could have gone individually.

Has this ever happened to you? You had a thought and someone validated it…added to it…and that idea blossomed before you.

This is what we do. This is why we exist.

We are a membership organization dedicated to connecting bright, inquisitive leaders to one another and to the knowledge they need to drive profitable, sustainable organizations.

Testimonials

CEO Forum

“Sally and Marcy’s business experiences, professional insights, and capabilities as facilitators are second to none. The discussions they prompt and their ability to challenge the members of our CEO Forum have developed me as a leader and a business professional.”

President Forum

“Our group time consists of professional development, mentoring, strategy, coaching, motivation, accountability and celebration. If you have a desire to take your business to the next level, or get it back under control, The Strategy Forums is hands down the place to make it happen.”

Key Executive Forum

“I learn at least one or two new things every month and I gained access to a whole new team of colleagues that I wouldn’t have had the opportunity to know. Relationships drive the world and my relationship with The Strategy Forums and its members is one I value.”

Executive Coaching

“You told me to ‘just do it’ and I did! You always made me feel encouraged and supported.”

President Forum

“As I look back on the last year, I realize what a profound effect your guidance has had on me. With remarkable skill, Sally and Marcy have managed our group and it comes off as being truly effortless.”

HR Forum

“My thinking was stuck and everyone’s thoughts have helped me move forward. I am grateful for such an experienced, professional, and intelligent group.”

Key Executive Forum

“I was starting to get that ‘lonely’ feeling when it came to decision making. That sense went away when I joined this group.”

CEO Forum

“My peers challenge me and hold me accountable for achieving the goals I have set for myself and my organization.”

CEO Forum

“You have been willing to challenge me on a corporate and personal level, where frankly no one else has been willing to go.”

Economic Forum

“Alan Beaulieu’s presentation today was not only interesting but insightful and grounded in solid data and thinking. It was a worthwhile and engaging experience.”

Executive Coaching

“Thank you for the energy and time invested in my leadership journey. Thank you for the wisdom imparted.”

Key Executive Forum

“I really appreciate all of the guidance, wisdom, and personal challenges you and the Forum members have provided me over these last few years. It has really helped to shape me personally and professionally.”

CEO Forum

“Sally regularly challenges me from the ‘status quo’ and pushes me to examine, evaluate, and act on decisions that are important to my business. She combines the strategic with the practical.”

Executive Coaching

“I really appreciate what you’ve done for the team this year. I feel so lucky to have been part of this journey and witness everyone’s evolution. It’s the coolest and most moving thing I’ve ever been part of.”

Team Development

“You created a framework for people to speak to one another and put the hard stuff on the table.”

CFO Forum

“We sincerely appreciate the value you bring to our organization – not only via the Forums but also the other services and coaching you have provided to us. We look forward to a continued strong partnership.”

CEO Forum

“You played such an important role through our generational transition and were so supportive during my first years of leadership. You truly helped me find better doors and ways to open them.”

HR Forum

“The wealth of knowledge, encouragement, and guidance (I could go on and on) gained each month is tremendous. The opportunity to get perspective and learn about best practices is priceless.”

Key Executive Forum

“The Strategy Forums provides me with a safe, independent, and practical resource where I can confidentially discuss issues as well as contribute to dialogue surrounding other member’s issues. The dialogue challenges me and often forces me out of my comfort zone to seek new and innovative strategies. This approach is fostered by both the facilitators and the incredibly diverse and dynamic group of members.”

President Forum

“Participation in The Strategy Forums has enabled me to think more strategically about my organization.”

CFO Forum

“Those with the titles of CFO or controller will benefit from the information presented at monthly meetings and the interaction with members. I have been with the Forum since inception and find networking with members equally valuable for problem solving and sharing of ideas and experiences.”

Executive Coaching

“Sally is the preeminent CEO Coach. She’s an empathetic listener. She has the assertiveness to help you make tough decisions. She is a strong leader and effective team builder. She is a one of a kind business professional and in my opinion; anyone who develops a relationship with Sally will definitely improve their personal well-being and professional net worth.”

Key Executive Forum

“We have an impressive group of intelligent people that have clearly been touched and influenced by your mentoring”

Team Development

“Marcy, you were terrific today. Great balance, tremendous insight and a relevant voice in the room. I was thrilled with the participation you were able to facilitate, and we gained a lot of learning through the process.”

CEO Forum

“The Strategy Forums is an excellent platform for overall executive growth. The focus is on the development of the individual executive in the context of overall company needs. The Strategy Forums provides exceptional value for its modest cost.”

Executive Coaching

“I used all we learned to ensure the preparation was there. I used the questions to drive the debate. I forced sides and listened to arguments and made key decisions. Best part was everyone felt the positive difference our work together has made!”

President Forum

“One of the best business decisions I have ever made was to join The Strategy Forums. Sally has created a Forum where business peers learn from each other’s expertise. This exchange of ideas happens within a confidential setting where you can trust that the information that is shared will stay within the group.”

HR Forum

“I am grateful for The Strategy Forums and the inspiration and insights that come every month from your leadership. I feel truly honored to be part of it and to check in with such great colleagues each month.”

CEO Forum

“Long story short, I was a skeptic at first, but now I am all in. If you’re a business owner and you want to talk to people who can understand you, help you and even challenge you, this is the place for you.”

President Forum

“Right off the bat, at my very first meeting, the group encouraged me to make a painful but necessary decision that more than paid for an entire year of The Strategy Forums. Sally and Marcy are two of the most skilled facilitators I’ve ever met.”

Executive Coaching

“The more effort I put into the process, the more I have gained. Sally and Beth have made me a better leader. A better colleague. A better person.”

Key Executive Forum

“My Forum meetings have provided so much information and assurance through these uncharted waters.”

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