Category Archives: Business: Executives

News for Business Executives, current, trending, fresh , Press Releases about whats currently happening in the Business Place for executives.

Gables Residential Announces Executive Promotions Across the Company


Gables Residential, a leader in the management and development of multifamily communities, recently announced several key promotions of senior leaders within the organization.

Gables is pleased to announce the promotion of Donna Summers to President of Gables Management Company. Donna will lead the operations of the company, while taking on additional responsibilities to grow the portfolio and drive operational performance.

Donna has over 34 years’ experience in the property management industry, of which 26 years have been with Gables. She has held numerous Property Management and Operations positions overseeing multiple markets throughout the country. In her most recent role as Senior Vice President, Operations, Donna managed day-to-day operations and revenue management for the Gables owned, joint venture and third-party portfolios.

Gables Chief Executive Officer, Sue Ansel, shares “Donna is a smart, hard-working, and thoughtful leader, dedicated to her team’s success and excellence. She started her career as a leasing associate and expanded her roles and responsibilities over the years through diligent effort. During her tenure with Gables, she has continued to expand her duties and influence, driving operations, and leading our associates. In her new role, I am confident that Donna will continue to build and lead a successful team.”

Donna holds her CPM certification and is an active member of the Institute of Real Estate Management. She has been a speaker at numerous industry events, she served on the Board of Directors for the Apartment Association of Greater Dallas and on the Legislative Committee for AAGD.

“I am humbled and grateful for the opportunity to lead a strong team of operations professionals, including a seasoned team of Senior Vice President’s, while having the opportunity to continue to influence and impact our success here at Gables. Our industry continues to grow and innovate, and I look forward to driving both those processes for our company. I am truly #GablesProud and couldn’t be more thrilled about this opportunity,” said Donna Summers, President of Gables Management Company.

Six other Gables leaders were recently promoted to the role of Senior Vice President. Dawn Severt, Chief Financial Officer stated, “We are incredibly proud and eager to see what this leadership group will accomplish moving forward as we have already experienced the benefits of their past accomplishments. This new senior team of leaders will continue to achieve positive results, while influencing and mentoring their respective teams and all associates.”

Rob Presley, a 31-year veteran of Gables, was named Senior Vice President of Facilities Management and Quality Assurance. He has taken on an increased leadership role by adding the Quality Assurance department to his current responsibilities, including Facilities Management and Procurement.

Rob has served as a positive role model for many Gables associates as he has demonstrated that hard work, persistence and commitment generate success as he has worked his way up through the Gables organization, originally starting as a service tech in Memphis in 1988.

Gigi Giannoni, overseeing the marketing and public relations department, has been promoted to Senior Vice President, Customer Experience. Gigi has over 33 years’ experience directing extraordinary brand value, with over 10 years at Gables. Gigi continues to lead the efforts on the digital, marketing, brand and PR front while driving innovation and service. In her new role, she will continue with those responsibilities while leading new projects that will provide greater levels of customer service and enhance the consistency and expectations relevant to the customer experience.

The Gables operations team has also promoted three remarkable leaders that will oversee the success of the Gables operating portfolio:

Greg Gasior has been promoted to Senior Vice President of Operations. Greg has been with Gables for over 25 years and has held many significant roles during his tenure. Greg has been extremely influential throughout his tenure with Gables on many fronts from development and design to operational protocol and strategic alliances. Prior to his promotion, in addition to operations, Greg took on a role facilitating the design efforts on Gables renovations and new lease-ups working nationally with the investment and design teams. In his new role, Greg will be responsible for overseeing the east region including Massachusetts, D.C., Maryland, Virginia, Georgia, and Florida.

Mary Hollands has been promoted to Senior Vice President of Third-Party Operations. Mary started with Gables as a leasing associate and has assumed increased responsibilities over the past 24 years, taking over the leadership of growing Gables third-party business and client services. She has brought structure, passion, and success to the efforts of growing the third-party business model, while developing, enhancing, and maintaining strong client relationships.

Melanie Trapnell has been promoted to Senior Vice President of Operations overseeing the west region including Texas, Colorado, and California. Melanie is a rising leader within the Operations team. Over the last two years, her tenacity and drive have inspired others while she has taken on the responsibilities for many task forces and strategic initiatives.

Melanie’s involvement in these task forces and initiatives has led to the successful implementation of new programs that enhance the day-to-day operations of the company.

Jorgen Punda has been promoted to Senior Vice President of Investments. He has been a leader in the Gables D.C. office since joining the company over 13 years ago. Jorgen has led the development of many successful new projects in the D.C. market and has served as the key driver of Gables’ expansion in the Boston market. Jorgen exhibits cross-functional teamwork at its best working through each new development project in a truly collaborative fashion.

“Jorgen is a key thought leader on the Gables Investments team with a keen eye for creating company value through new real estate developments. Jorgen crafts projects that capture the essence of the local environment while simultaneously enhancing the neighborhood. We look forward to his continued success and leadership,” stated John Akin, Chief Investment Officer.

About Gables Residential

Gables Residential is an award-winning, vertically integrated, real estate company and privately held REIT specializing in the development, construction, ownership, acquisition, financing, and management of multifamily and mixed-use communities. Gables Residential owns, develops, and manages communities in high-growth U.S. markets such as Atlanta, Austin, Boston, Dallas, Denver, Houston, South Florida, Southern California and metropolitan Washington, D.C. Gables also provides third party management services in the New York, Baltimore, Frederick, Tampa, Phoenix, Seattle, Charlotte, Central and North Florida markets.

Gables manages approximately 30,000 apartment homes and approximately 225,000 square feet of retail space and has received national recognition for excellence in development, construction, management, sales, marketing, training, and benefits. These achievements reflect the impact of Gables’ experienced and dedicated team members, its superior knowledge of the markets served, and its expertise in development and management. For additional information about the company and its real estate portfolio and services, visit http://www.gables.com.

Pulakos CPAs Celebrates Amazing Staff with Several Promotions


It’s no secret that 2020 has been a tough year around the globe with little signs of improving anytime soon. Now more than ever, people are looking for positivity to bridge the transition back to business growth and success – it’s an idea that Pulakos CPAs, knows well.

As a firm that’s dedicated to both delivering exceptional results to their clients, as well as embracing engagement with the community, Pulakos CPAs does not underestimate the value of its team members and what each person brings to the organization.

Having shown a commitment to excellence in both their service to clients and to their fellow team members, several Pulakos CPAs employees have recently been promoted, and as a result, the firm’s senior levels have been fortified for the future.

Among those being celebrated are:

  • Jason Stearns – Assurance Senior
  • Marcel Montoya – Assurance Senior
  • Erika Harvey – Tax Senior
  • Philip Walck – Tax Senior
  • Colleen Lino – Tax Senior
  • Natasha Espana – Senior Accountant

Pulakos CPAs is looking forward to seeing where these driven individuals will take the firm next, and how their expertise will continue to shape and improve businesses throughout Albuquerque and New Mexico.

With the global pandemic continuing to shape how local businesses manage their expenses, it’s become apparent that dedicated, experienced CPAs are in great need—and Pulakos CPAs has stepped up to the plate to knock it out of the park with promotions for these valued team members.

To learn more about the firm and its members, or to learn about fulfilling career opportunities, please visit: http://www.pulakos.com/.

Share article on social media or email:

TAWANI Enterprises Founder and CEO Col. Jennifer Pritzker Recognized in Crain’s 2020 Notable LGBTQ Executive List


Col. Jennifer Pritzker

Col. Jennifer Pritzker

TAWANI Enterprises is excited to announce that Col. Jennifer Pritzker has been recognized by Crain’s Chicago Business as a 2020 Notable LGBTQ Executive. This list highlights LGBTQ Executives in Chicagoland who have positively impacted their workplaces and communities.

Crain’s 2020 Notable LGBTQ Executive list features 56 LGBTQ executives and 10 companies that champion diversity. To qualify for the list, individuals must have made significant contributions to advancing equality within the workplace or in the Chicago area. Recognized executives work in all areas including small businesses and large corporations, arts organizations, and nonprofits.

“It’s an honor to be featured again in Crain’s Notable LGBTQ Executives list,” says Col. Jennifer Pritzker, TAWANI Enterprises Founder and CEO. “It’s critical that company leaders across Chicago continue looking for ways to eliminate both conscious and unconscious bias in hiring and employment practices. It’s also important to continue supporting LGBTQ research to help the general public better understand these communities.”

For nearly three decades, Col. Jennifer Pritzker served in the U.S. Army, U.S. Army Reserve, and the Illinois Army National Guard. A historian, businesswoman, investor, developer, and philanthropist, she founded TAWANI Enterprises in 1994. Through a dynamic portfolio of public-facing brands, TAWANI Enterprises aims not just to grow value for itself, but to create things of value shared and enjoyed by its fellow citizens into the future.

Col. Jennifer Pritzker continues to be an outspoken defender and advocate for LGBTQ causes, recently criticizing the transgender military ban and the HHS rollback on healthcare allowing discrimination against LGBTQ patients. Her opinion pieces have appeared in Vanity Fair, the Washington Post, and the Chicago Sun-Times.

As stated by Crain’s Chicago business, “the Supreme Court’s landmark ruling in June 2020 that civil rights law protects gay and transgender employees from discrimination pleases this cohort of Notables and the broader community that advocates equality.”

To view the full list of Crain’s 2020 Notable LGBTQ Executives, please follow this link.

###

About TAWANI Enterprises

A visionary umbrella organization with an entrepreneurial outlook, TAWANI Enterprises seeks to make private investments that connect people to the history in their midst and create opportunities for growth and knowledge, while forging stronger, healthier communities. The company represents a diversified portfolio of brands including TAWANI Property Management, TAWANI Property Development, the Pritzker Military Museum & Library, TAWANI Foundation, Pritzker Military Foundation, Master Wings Publishing, and Aurum Trading, a gold coin trading market maker. Properties under the TAWANI Property Management Hospitality division include Lang House Chicago, The Emil Bach House, Mayne Stage and The Lincoln Way Inn, all of which are thoughtfully designed lodging and event spaces. For more information, visit http://www.tawanienterprises.com.

Share article on social media or email:

Woodsboro Bank announces retirement of Barb Garst and welcomes Yvonne Reeder as Vice President & Branch Manager


News Image

Woodsboro Bank congratulates Barb Garst on her upcoming retirement. Ms. Garst has been at the Bank for over 35 years. Through her time at the Bank, she has worked primarily in the branch channel and currently manages the Bank’s Main Office in Woodsboro, Maryland. Ms. Garst will be officially retiring in December of this year.

“It’s not often that someone can say they’ve worked somewhere for 35 years, but Barb has done just that and has shown a true commitment to her clients over those years. We are happy for Barb as she is starting to end this chapter of her life and start a new chapter that will allow her more time with her husband, children and grandchildren,” said Steve Heine, President and CEO of Woodsboro.

Woodsboro Bank is pleased to announce that Yvonne Reeder has joined our team as Vice President and Branch Manager. Ms. Reeder will lead the Bank’s Main Branch located at 5 N. Main Street in Woodsboro, Maryland.

Ms. Reeder has over 36 years in the financial services industry with focus in the branch network. Through her career she has built strong client relationships by offering an experience with banking and financing solutions to best serve her clients’ needs. Most recently, Ms. Reeder was the Branch Manager of FCB Bank’s branch location in Walkersville.

“It is with great excitement that we welcome Yvonne to our team. Her dedication to clients fits right in line with our culture, vision and mission,” said Steve Heine, President and CEO of Woodsboro Bank.

Ms. Reeder lives in Woodsboro with her husband and is a proud mother of two adult children. She is a 2003 graduate of Maryland Banking School and a 2015 graduate of Leadership Frederick County.

Share article on social media or email:

Dr. Georgette Zinaty Appointed New Executive Vice President of Corporate Class Inc.


News Image

“…[Dr. Zinaty] is recognized for building a culture focused on leadership development, her inclusion and diversity initiatives, large-scale change leadership, and strategic planning for talent management.”

Dr. Zinaty will lead Diversity and Inclusion training and work closely with our existing consultants to enhance business strategies and program offerings. Dr. Zinaty was an executive and senior leader at the University of Toronto and holds a Doctorate in Business Administration—a joint program with the Rotman School of Management and the Henley Business School. Dr. Zinaty’s research focuses on business leadership, diversity, inclusion and the future of leadership.

President and Founder of Corporate Class Inc, Diane Craig, made the announcement, “I am excited to have such a highly qualified person join our executive team. Dr. Zinaty brings a unique experience and strong leadership skills to her role. She is recognized for building a culture focused on leadership development, her inclusion and diversity initiatives, large-scale change leadership, and strategic planning for talent management.”

Dr. Zinaty is a strong advocate for leadership and inclusion within organizations. She founded and spearheaded an annual Leader-2-Leader conference to foster discussion on topics affecting the workforce as well as other programs tailored to women and emerging leaders.

Most recently, Dr. Zinaty was selected as the inaugural Canadian Chair of ChIPs (Chiefs of Intellectual Property), a global organization with more than 16 chapters and 3,500 members around the world that works to advance and connect women in technology, law and policy by accelerating innovation through diversity of thought, participation and engagement. Dr. Zinaty will be spearheading the start up of this chapter in Canada.

Dr. Zinaty is a compelling speaker, expert at conveying clear, insightful messages that steer results – from leading teams and advising senior executives, to connecting with client groups. She is uniquely qualified as a specialist in the emerging field of workplace diversity & inclusion and initiatives for women leaders and teams.

Corporate Class Inc. provides Executive Presence System Training around the world to multinational businesses, Fortune 500 companies, and government agencies to optimize performance and advancement potential across every organizational level.

Recognized for coaching and training aspiring leaders, CCI facilitates customized coaching, workshops, and seminars to organizations across North, Central, and South America and from Europe to the Gulf Region and South Asia.

In addition to its acclaimed customized Leadership and Executive Presence System Training, CCI provides targeted training solutions for specific organizational levels: Board Presence for senior leaders who interface with Boards of Directors; Leadership Presence for Team Leaders; Professional Presence for new recruits; Leadership Masterclass and Empowered Mindset for women; Diversity & Inclusion consulting, coaching and training across all levels. Numerous open enrollment workshops are available for individuals throughout the year.

Share article on social media or email:

Millennium Trust Appoints Chief Compliance Officer to its Leadership Team


Jason Lomax

“Jason is an accomplished, strategic leader with a proven track record of building and executing best-in-class compliance programs,” said Millennium Trust CEO, Gary Anetsberger.

Millennium Trust Company, LLC (“Millennium Trust”), a leading provider of retirement and institutional services, announced that Jason Lomax has joined the firm to serve as its new Chief Compliance Officer (CCO). In his role, Lomax will oversee Millennium Trust’s ethics and compliance program, and partner with business leaders throughout the firm to further Millennium Trust’s reputation in the industry as a trusted provider of comprehensive retirement and institutional services.

Lomax is a key addition to Millennium Trust’s senior leadership team during a period in which the firm continues to grow rapidly and broaden its product offerings. He brings extensive expertise in compliance and risk management to Millennium Trust. Most recently, he served as Senior Vice President, Chief Compliance Officer of Iron Mountain, a global Fortune 1000 company dedicated to storing, protecting, and managing information and assets.

In previous roles, Lomax served as Director of Global Compliance at Accenture, a premier global technology and management consulting firm, where he advised senior leadership on regulatory matters and implemented governance, policy, training and internal controls best practices. His work helped earn the company recognition as one of the “World’s Most Ethical Companies” by the Ethisphere Institute. Lomax began his career as an attorney with Morgan Lewis, a leading international law firm, where he counseled Fortune 100 clients on sophisticated antitrust matters, particularly regarding merger and acquisition activity.

“Jason is an accomplished, strategic leader with a proven track record of building and executing best-in-class compliance programs,” said Millennium Trust CEO, Gary Anetsberger. “He will add great value across the organization, helping us achieve our commercial objectives in compliance with the law and ethical business standards.”    

Lomax holds a juris doctor degree from Boston College Law School and a bachelor’s degree from Boston College.

About Millennium Trust Company®

Millennium Trust Company is a leading provider of retirement and institutional services with over 1.5 million client accounts holding over $27 billion in assets. We are committed to the evolving needs of individuals and employers, advisors and retirement services partners and empower clients with trusted expertise, exceptional service and access to a wide range of solutions. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success.

Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not offer or sell investments or provide investment, legal, or tax advice. For more information about Millennium Trust Company, follow us on Twitter and LinkedIn.

Share article on social media or email:



115 Companies Appointed a Woman to their Board for the First Time, Setting a Record for the Thirty Percent Coalition’s “Adopt a Company” Campaign


News Image

It is important to note the growing number of investors willing to vote “No” on Nominating Committee members or against the whole board if a board is inadequately diverse. This sends a strong signal that a record of poor board diversity is a failure in governance.

Representing more than $6 trillion in assets under management, institutional investor members of the Thirty Percent Coalition engaged over 250 companies during the past year as part of the Coalition’s “Adopt a Company” campaign. Following these engagements, achievements include:


  • 115 companies appointed a woman to their boards, most for the first time
  • 30 companies appointed a second woman to their board
  • 37 shareholder proposals filed urging action and disclosure on board diversity
  • 33 of the shareholder proposals were withdrawn following mutually agreeable outcomes
  • 390 companies have appointed a woman to the board, most for the first time, since the “Adopt a Company” campaign launched in 2012 *


*Results are derived from the Coalition’s database and data provided by FactSet.

“We are encouraged by the progress achieved this year. Our investors are engaging companies at an accelerated pace with positive responses. The request that diversity, inclusive of race, ethnicity and gender be considered as a priority in board composition, along with the addition of the Rooney Rule[1], is being well received,” stated Mary Morris, co-chair of the Coalition’s Institutional Investor Committee and Investment Officer at CalSTRS.

“The number of diversity resolutions increased by over 20% this year. We continue to be optimistic in light of agreements reached through collaborative discussions between investors and management representatives. It is important to note the growing number of investors willing to vote “No” on Nominating Committee members or against the whole board if a board is inadequately diverse. This sends a strong signal that a record of poor board diversity is a failure in governance,” said Tim Smith, co-chair of the Coalition’s Institutional Investor Committee and Director of ESG Shareowner Engagement at Boston Trust Walden.

Call to Action:

Given the growing momentum for a wider diversity on boards, as well as greater disclosure, the Thirty Percent Coalition asks companies to undertake the following:

  • Disclosure in the Proxy of board composition inclusive of gender, race, and ethnicity
  • Language committing to diversity in Governance charters to ensure the board is casting the net wide for the best talent to help them meet their long-term business plans and strategy
  • Disclosure of future plans to make progress on board diversity
  • Adaptation of the Rooney Rule for board candidates and senior leadership
  • Consideration of board candidates with leadership skills outside those of the typical business CEO, i.e. academia, regulatory, etc.

About The Thirty Percent Coalition

Founded in 2011, the Thirty Percent Coalition is a pioneer in promoting diversity in the corporate boardroom. The mission is to advocate for diversity on corporate boards, promoting women and people of color. The Coalition provides a national forum where its members develop strategies to influence companies to increase diversity in senior leadership and boardrooms. Membership includes public companies, private equity, institutional investors, state treasurers, professional services firms and advocacy groups working together for the first time. In 2020, Coalition members represent over $6 trillion in assets under management. There is no other organization of this kind in the US.

Company and Media Contact: Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition. Email: clo@30percentcoalition.org,Tel. (209) 505 3690

1. Commitment to adding women and people of color to the candidate pool.

Share article on social media or email:

Nicole Eisenhardt names Senior Vice President of Service for Tecta America


Dave Reginelli, Tecta President and CFO said, “Nicole is exceptionally well prepared to lead Tecta’s Service business nationwide, and we couldn’t be more pleased she will be stepping up to the Senior Vice President role.”

We are pleased to announce that Nicole Eisenhardt has been promoted to Senior Vice President of Service for Tecta America effective immediately. Nicole has 15 years of increasingly significant management experience at Tecta, most recently as Vice President Service, and attained her Florida State Certified Roofing Contractors license in 2016. Nicole will be taking over the position from Lindy Ryan, who transitioned to the Vice President of Leadership and Development.

Nicole has a master’s degree from DePaul along with her SPHR and LEED AP credentials as well as her Master Trainer status from NCCER.

Nicole has worked closely with Tecta’s Operating Units over many years to provide direction and assistance to Tecta’s service operations across 75 plus locations around the country. Nicole knows the service business from the ground up, having led Tecta’s Central Florida service business for many years before her current role. In addition, Nicole has been a driving force behind Tecta’s industry-leading leadership and development programs across a broad spectrum of Tecta management and workforce participants.

Dave Reginelli, Tecta President and CFO said, “Nicole is exceptionally well prepared to lead Tecta’s Service business nationwide, and we couldn’t be more pleased she will be stepping up to the Senior Vice President role.”

Share article on social media or email:

American Association of Physician Specialists, Inc.® Announces Officers and Board of Directors for 2020-21


The American Association of Physician Specialists, Inc.® (AAPS) is pleased to announce its executive committee and Member Boards representatives for its 2020-21 Board of Directors. Headquartered in Tampa, FL, AAPS, Inc. is the governing body of the American Board of Physician Specialties® (ABPS).

Incoming President Jack Greiner, MS, OD,DO, PhD, FAASS succeeds Terrance L. Baker, MD, MS, FAAEP, who remains on the Board as Immediate Past President. Replacing Dr. Greiner as President-Elect is Elizabeth Maxwell-Schmidt MD, FAAEP, FACEP.

Following is a complete list of the 2020-2021 AAPS Executive Committee Members and Board of Directors.

Executive Committee:

Jack V. Greiner, MS, OD, DO, PhD, FAASS, President

Elizabeth Maxwell-Schmidt, MD, FAAEP, FACEP, President-Elect

Jerry Allison, MD, MSH, CPE, FAAEP, Vice President

Arthur Cooper, MD, MS, FACS, FAADM, Secretary/Treasurer

Gerald Mullin, MD, CNSP, MHS, Membership Officer

Terrance L. Baker, MD, MS, FAAEP, Immediate Past President

Board of Directors:

Juan Carlos Diazcadena, MD, CPE, Representative to the AAPS Board of Directors

Mary Jackson-Hammond, MD, Representative to the AAPS Board of Directors

Huber Matos-Garsault, MD, Representative to the AAPS Board of Directors

Richard Moyer, DO, Representative to the AAPS Board of Directors

Stuart Rasch, MD, Representative to the AAPS Board of Directors

Madonna S. Ringswald, DO, FAAIM, Representative to the AAPS Board of Directors

Jonathan Simmons, DO, MS, FCCP, FACOI, Representative to the AAPS Board of Directors

Judy Smith, MD, MS, CPE, FACS, Representative to the AAPS Board of Directors

Myles Spar, MD, Representative to the AAPS Board of Directors

Jeffrey B. Stricker, DO, MBA, FAASD, Representative to the AAPS Board of Directors

Charles L. Taylor, MD, Representative to the AAPS Board of Directors

Joseph Toscano, MD, Representative to the AAPS Board of Directors

Graeme A. Browne, MD, FAAEP, FAADM, ABPS Chair

Lingappa S. Amernath, MD, FAAEP, ABPS Vice Chair

Lewis Marshall, Jr, MD, JD, FAAEP, FAADM, Basic Documents Chair

Judy Smith, MD, MS, CPE, FACS, Strategic Planning Chair

Leslie Mukau, MD, FAAEP, FACEP, CME Chair

Founded in 1952, AAPS and ABPS have provided experienced physicians with a choice in board certification since 1960. ABPS is a nationally recognized multi-specialty certifying body that offers both allopathic and osteopathic physicians board certification options in a variety of specialties, while determining physician competency in the medical specialty practiced.

CDR Assessment Group Launches Revolutionary Product to Shake Up the World of Talent and Leadership Development


CDR-U Coach

“Now, with CDR-U Coach, all levels of an organization can be afforded the benefits of our CDR 3-D Assessment Suite, which our clients consistently tell us is the best assessment tool on the market. They report that it accelerates success, drills deeper, uses candid language…”

After 20 plus years of offering C-Suite level assessments and coaching globally through CDR Assessment Group, Nancy Parsons is thrilled to launch CDR-U Coach. Utilizing its scientifically-validated model, the CDR 3-Dimensional Assessment Suite®, CDR-U Coach will empower entry-level employees through middle and upper management (the core, 85 percent of organizations) through the same assessment and in-depth feedback C-suite executives have benefited from for years. This break-through, personalized AI-style coaching experience and platform is available 24 hours a day, seven days a week on an individual and enterprise-wide basis.

CDR-U Coach individually debriefs the results of the unmatched CDR 3-D Suite, a three-pronged, scientifically-validated assessment instrument to reach below the surface to uncover each individual’s personality and motivation fingerprint, decoding their life-long career path. The assessment reveals a deep understanding of character (C), drivers (D) and risks (R) for each user, which are broken down into scales and subscales in each module. Unlike other popular assessments, which showcase a more surface-level view of personality styles, CDR-U Coach offers a more comprehensive assessment that is completely personalized and connects results across the three modules. CDR-U Coach gives users clear and candid language, providing examples and developmental suggestions along the way.

Once armed with CDR-U Coach, the development journey is broken down into four steps. Step one is to complete the three assessments. During step two, users are prompted to log into the CDR-U Coach platform to select their avatar coach that will guide them through the assessment results in step three. The coach guides users through the assessment results at their own pace in a virtual debrief that can be re-visited at any time. The technology in step four features two optional Development Action Planning modules guided by the avatar coach to help users build tangible plans for improvement in their current role or for career advancement.

There are significant organizational benefits, as well. The data from CDR-U Coach provides the opportunity to access enterprise-wide talent development data and analytics. These data can be used for succession planning (and high potential identification), leader and talent capability analysis, cultural analysis, training needs analysis, team formation, custom training designs and more.

Nancy Parsons, President and CEO of CDR Assessment Group, co-founded the organization and the CDR 3-Dimensional Assessment Suite®, which measures leadership character traits, inherent risk factors for derailment, and drivers and rewards, in 1998 with Kimberly Leveridge, Ph. D. This scientifically-backed model has become a globally recognized asset in leadership coaching and training. After seeing a gap in training and coaching for the bottom 85 percent of employees across enterprises, Nancy took initiative to develop CDR-U Coach in order to bring a C-Suite executive level training to individuals and enterprise-wide via a personalized virtual coaching experience.

“The idea for CDR-U Coach initially came from a client, in which its Chief Learning Officer mentioned how beneficial it would be for the company’s 10,0000 employees to take our assessments, along with our coaching feedback, but who also recognized that it was not logistically or financially feasible for non-executives,” said Nancy Parsons, Founder of CDR-U Coach. “Now, with CDR-U Coach, all levels of an organization can be afforded the benefits of our CDR 3-D Assessment Suite, which our clients consistently tell us is the best assessment tool on the market. They report that it accelerates success, drills deeper, uses candid language, and offers more relevant insights than other instruments.”

As the CDR 3-D Suite assessment data uses straight-forward language that is backed by scientific results, employees are more apt to trust and digest the honest feedback, enabling them to shift their approaches to improving their experiences at work. Integrating this newfound knowledge into the fabric of any organization gives a competitive edge by aligning each employee with the opportunity to reach their potential, and, over time, optimizing teams and creating a highly engaged workforce.

“Over a year ago, I had a live executive coaching session to debrief my CDR Assessment results and my team went through the process too. It was enlightening and has helped me be a better leader for my team,” said Angela M. Westbrock, VP of Global Operations at Lyft, who recently participated in the pilot testing program of CDR-U Coach. “CDR-U Coach was helpful to go through, especially in revisiting my risk factors. My CDR-U Coach results served as an excellent reminder to review my risks and think deeply about how to mitigate them.”

Target buyers include senior level executives, talent development professionals, chief learning officers, diversity specialists, deans of business schools and higher-education institutions and hiring managers. Those who will immediately benefit from CDR-U Coach are employees below senior level leaders, who, historically, have not been afforded assessment and personal coaching opportunities.

To learn more about CDR-U Coach, visit http://www.cdr-u.com/coach or contact Lauren Miller at lauren@likemindstalk.com or 713-263-4108.

ABOUT CDR-U, LLC

Beginning late 2019, the CDR-U, LLC team developed, sourced and acquired technical services to make CDR-U Coach a scalable product for talent development. The visionary founder behind CDR-U Coach, Nancy Parsons, was awarded the prestigious 2019 MEECO International Thought Leadership of Distinction in Executive Coaching, so the script mirrors her level of expertise, that of the CDR Assessment Group team and its proven track record of success.

ABOUT CDR Assessment Group, Inc.

CDR Assessment Group, Inc. was founded in 1998 by Nancy Parsons and Kimberly Leveridge, Ph.D. to revolutionize leadership and provide cutting-edge assessment products and services designed with the foremost psychological insights and applied business know-how. CDR created the scientifically-validated assessments and scoring software that analyzes and identifies one’s character traits, inherent risk factors for derailment, and driver and reward needs.

###