Finley & Associates

At Finley & Associates we spark collaborative results, transforming organizations and their leaders. Our approach is strategic, candid, and empowering, leading to lasting and positive impact. We define and develop a clear path to organizational excellence, which our clients have come to depend on. Our services: Family Office • Family charter and values • Policy development • Governance structure • Strategy planning • Business skills development • Education plan development • Succession planning • Intergenerational training • Foundations and philanthropic strategy planning • Board administration (preparing Board meeting documents, note-taking at Board meetings, securing retention of all relevant records,and liaising between the Board and its members) • Board facilitation • Board member development Strategic & Business Planning • Renewing strategic direction • Annual planning • Performance measurement and monitoring • Stakeholder engagement and segmentation • Market planning and organization • Planning process support • Competitive benchmarking Governance • Board Performance Evaluations (individual Director Assessments and Board Evaluations) • Secretariat – including executive functions (preparing Board meeting documents, note-taking at Board meetings, securing retention of all relevant records, and liaising between the Board and its members) • Leadership Essentials for High Performing Boards: Governance • Best Practices Audits Leadership Development • Coaching and mentoring • Employee engagement and training • CEO evaluations and development work • Effectiveness reviews For more information please check out our website & Facebook page: www.finleyandassociates.com www.facebook.com/finleyandassociates