Overview

Today, whoever taps into the most brains, wins

Whoever learns faster and acts, wins. Learning breeds ideas and ideas are powerful. Running a business or playing a key role can be fatiguing. Keeping your idea bank loaded is as important as keeping your bank account loaded. And, when your head is down and your nose is to the grindstone who can you count on to make sure you are headed in the right direction?

Enter our Forums. Our members meet monthly to exchange ideas, knowledge and perspectives. In addition to the monthly meetings, members receive economic reports, and abstracts of business books. This is designed to keep you current and connected to a group of like-minded individuals who are committed to your success and the success of your business.

All members are required to sign a confidentiality statement. All meetings are scheduled a year in advance and are held at our home office in Carmel, IN.

Our Peer Exchange Forums

CEO

For leaders, whether they are hired guns, started it themselves or got it from their parents. Together they make each other smarter. What’s gnawing at you trumps anything on our agenda. Rub shoulders with others who are driving strategy and achieving results. Challenge those members with your toughest business issues and watch the magic happen. These like-minded people come together to get smarter and make better decisions.

PRESIDENT

For leaders who want operational excellence. The company is growing and now you want to be held accountable to a higher standard. There are hedge hogs and buses and making sure everyone is in the right seat. You are being pounded about KPIs and big, hairy audacious goals. Now it’s not IQ but EQ. Some say it’s all about collaboration. Others say it’s all about command and control. The demands are great, the challenges are greater, and the timeline is getting shorter.

KEY EXECUTIVE

Leading through Influence

This forum is for members who work closely with the President or CEO. They lead without using their authority. They influence and model the way. They balance the tensions of competing demands and competing teams. Persuasion is their forte because their organizations frown on command and control. They know the best ideas come from collaboration and understand nothing gets done unless individuals are engaged and invested.

KEY EXECUTIVE

Leading through Authority

What’s a key executive? Without you, sales will languish, operations will falter, marketing will resort to brochures and IT will remain in its pre-cloud world. In this forum, members turn the future into the present and strategies into actions. They don’t head up teams; they hurl them into a synchronized pattern of performance that makes the competition quiver. Leadership is their mandate. You can count on them to get you where you are going.

CFO

For CFOs and controllers who stand shoulder to shoulder with their presidents and CEOs. Emotion isn’t their strong suit; discipline is. They model scenarios with the ease of a juggler and they never drop a ball. If there’s a silver lining, they’ll find a way to convert it to cash. Do you even wonder how others handle competing demands? How they support the CEO even if they disagree? How they stay current on ever-changing tax and accounting issues? Stay on top of your game and earn continuing education credits/CPE credits for every meeting.

HR

For directors and managers who have earned a seat at the executive table or the ear of senior management. Your role is a combination of art and science and these members have the recipe. Not everything is black or white and today our companies live in a world of grey. One interpretation takes you this way, another takes you in an opposite direction. These members rely on each other and the attorneys and advisors we bring in to inform you. They know they need to be ahead of the game and prepared.
Testimonials

Forum: CEO

“The Strategy Forums is an excellent platform for our overall executive development. It uses an integrated meeting format for Key Executive Forums and CEO Forums that provides peer interaction with individual company executive development. The focus is on the development of the individual executive in the context of the overall company needs. The Strategy Forums provides exceptional value for its modest cost.”

R. St. ClairCEO

Forum: Key Executive – Leading Through Authority

“In this new age of business we can be stretched further than ever before, and like it or not we all need support.  The Strategy Forums provides me with a safe, independent, and practical resource where I can openly discuss issues I may have before me as well as contribute to dialogue surrounding other member’s issues.  We all gain valuable insight by participating in each others discussion. Now, it’s not quite that simple – the dialogue challenges you and often forces you out of your comfort zone to seek new and innovative strategies.  This approach is fostered by both the facilitator and the incredibly diverse and dynamic group of members. I learn at least one or two new things every month and I have gained access to a whole new team of colleagues that I wouldn’t have otherwise had the opportunity to know. Relationships drive the world and my relationship with The Strategy Forums and its members is one I value.”

Doug McCoigeDirector of Operations

Forum: Key Executive – Leading Through Authority

“I am thankful for the insights and honest perspectives I receive from my LTA Forum members. I have found both personal and professional growth as a result of the feedback each month.”

Dora LutzFounder & President

Forum: CEO

“If you’re a business owner, sometimes I bet you feel like your on an island. Leading the charge in your business without anyone to talk to, understand you or even to help you. That was me about four months ago, then I met Sally. Long story short, I was a skeptic at first, but now I am all in. If your 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.”

Todd MuffleyCEO

Forum: CEO

“Sally’s business experiences, professional insights, and capabilities as a facilitator are second to none. The discussions she prompts and her ability to challenge the members of our CEO Forum have developed me as a leader and a business professional. She has attracted an incredibly diverse group of professionals and the CEO Forum is normally the highlight of my month.”

Will BaradaPresident

Forum: Key Executive – Leading Through Influence

“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 Tassani is one of the most skilled facilitators I’ve ever met!”

 

Luke MoreheadPresident

Forum: President

“Participation in The Strategy Forums has enabled me to think more strategically about my organization. The interaction with Sally and the other members of the President Forum has truly been invaluable to me, personally and professionally.”

Alison MartinExecutive Director

Forum: CFO

“I heartily recommend the Strategy Forums CFO group to any and all professionals engaged in their company’s finances. Those with the titles of CFO or controller will benefit from the information presented at monthly group meetings and the interaction with group members. I have been with the Forum since inception and find networking with members equally valuable for problem solving and the sharing of ideas and experiences. I come from South Bend, IN and my travel is considerable, but well worth the investment.”

Mike MajorCFO

Forum: HR

“Even as a relatively new member of the HR Strategy Forum, I was quickly able to see the value in belonging to this group. Simply having the opportunity to meet, interact with, and support fellow HR professionals from around Indiana has been a joy. The wealth of knowledge, encouragement, and guidance (I could go on and on) gained each month is tremendous. It’s refreshing to leave the confines of the office for a day and learn about best practices in the industry, as well as hear about how others are implementing their rewards and recognition program, or their training platform – the perspective is priceless! The HR Forum has been a true outlet and resource for me, and will be for years to come.”

Kristen ThomasHR
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