RO in Financial Services - Special Page

Rachel
Another sector where we have some experience and will have more:  Financial Services.

Financial services is made up of four parts

  • Banking
  • Insurance
  • Securities - Financial planners - are part of this group.
  • Trust

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 - but will get video interview.
  • Commonwealth Bank in Australia - need to find contacts - and perhaps do telephone interview

Financial Planners

Norm Trainor - The Covenant Group -  need a new interview how he incorporated RO in his business to support financial industry


We need to do a special survey of our consultants to find additional cases in the financial services industry.

Get a video version of Nancy Lee's speech.

Survey our members for who may have experience in this sector.

Research the Craddock bibliography to cut and paste all references to RO experience / application in any financial service organization.

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