RO and Financial Services

A: Financial services

  • Banking
  • Financial Planning
  • Insurance
  • Securities - Financial planners 
  • Trust

B: Banks

  • BMO - 2005 conference with Rob Pearce - need to talk with Ron Capell and Rob Pearce
  • CIBC - Christine Croucher - by Paul McDowell and Paul Tremlett
  • First National Bank of Omaha - no presentation -video interview to come
  • Commonwealth Bank in Australia - contacts - possibly telephone interview

C: Financial Planners

  • Norm Trainor - The Covenant Group -  new interview how he incorporated RO in his business to support financial industry
  • Rob Pearce

D: Special survey of our consultants for additional cases in the financial services industry. Survey of members for who may have experience in this sector.

E: Video version of Nancy Lee's speech.

F:  Craddock bibliography references to RO experience / application in financial service organizations.

 

 

Brian Dive, Why do banks continue to waste talent?
http://globalro.org/en/go-library/articles-excerpts-a-chapters/1327-why-do-banks-continue-to-waste-talent.html

April Taggart, BMO: Organizational Design
http://globalro.org/en/go-library/case-studies/205-bank-of-montreal-bmo-organization-design.html

A Sane-Making Approach to Financial ServicesSpeaker: Norm Trainor

Long-Term and Short Term Visions in the Financial WorldSpeaker: Allen Sykes

Reconciliation of the Values and Practices in the Financial WorldSpeaker: Allen Sykes

Major organizations and consulting firms that provide Requisite Organization-based services

A global association of academics, managers, and consultants that focuses on spreading RO implementation practices and encouraging their use
Dr. Gerry Kraines, the firms principal, combines Harry Levinson's leadership frameworks with Elliott Jaques's Requisite Organization. He worked closely with Jaques over many years, has trained more managers in these methods than anyone else in the field, and has developed a comprehensive RO-based software for client firms.
Ron Capelle is unique in his multiple professional certifications, his implementation of RO concepts through well designed organization development methods, and his research documenting the effectiveness of his firm's interventions
Former RO-experienced CEO, Ron Harding, provides coaching to CEOs of start-ups and small and medium-size companies that are exploring their own use of RO concepts.  His role is limited, temporary and coordinated with the RO-based consultant working with the organization
Founded by Gillian Stamp, one of Jaques's colleagues at Brunel, the firm modified Jaques;s work-levels, developed the Career Path Appreciation method, and has grown to several hundred certified assessors in aligned consulting firms world-wide recently expanding to include organization design
Requisite Organization International Institute distributes Elliott Jaques's books, papers, and videos and provides RO-based training to client organizations