"Kristi identified the obstacles that had stalled our strategic planning process, and helped us remove them. Then we were able to focus on the real work we needed to do."

John Montgomery, Attorney & Founding Partner
Montgomery & Hansen LLP

Our Clients

Here are some of the clients we have had the pleasure of working with. They are organized by Industry for your convenience.

Beauty/Skin Care

Rodan+Fields

Services Provided:

  • DiSC Assessment
  • Executive Coaching
  • Strategic Planning
  • Team Development

success story<success story>

Bio-Tech

#1 Biotechnology Co.

Services Provided:

  • Business Process Strategies
  • Change Management
  • Company Retreat

Actelion

Services Provided:

  • Employee Development Program
  • Personal Strategic Planning

Genentech-Roche

Services Provided:

  • Presentation Skills Training

Impax Laboratories, Inc

Services Provided:

  • Executive Presence
  • Presentation Skills Training

client testimonial<testimonial>

success story<success story>

Veeva

Services Provided:

  • DiSC Assessment
  • Executive Coaching
  • Team Development

Construction

DPR Construction

Services Provided:

  • Change Management
  • Communication Workshop
  • Conflict Resolution

Consulting

Venture Leadership Consulting

Services Provided:

Viva

Services Provided:

  • Business Process Strategies
  • Company Retreat
  • DiSC Assessment
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Strategic Planning

Financial

DeWinter Group

Services Provided:

  • DiSC Assessment
  • Retreats & Offsites

DZH Phillips

Services Provided:

  • DiSC Assessment
  • Employee Development Program
  • Presentation Skills Training
  • Strategic Planning
  • Team Development

client testimonial<testimonial>

Financial Services Network

Services Provided:

  • Business Process Strategies
  • Executive Coaching

Fire Capital Management

Services Provided:

  • DiSC Assessment
  • Executive Team Retreat
  • Leadership Development

Frank Rimerman

Services Provided:

  • DiSC Assessment
  • Employee Development Program
  • Five Behaviors of a Cohesive Team
  • Onboarding Programs

success story<success story>

Major Bank

Services Provided:

  • Executive Coaching
  • Five Behaviors of a Cohesive Team

success story<success story>

Pro Equity Asset Management

Services Provided:

  • DiSC Assessment
  • Leadership Development
  • Leadership Retreat
  • Team Development

Seiler LLP

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Onboarding Programs
  • Presentation Skills Training
  • Time Management Workshop

Smith Barney

Services Provided:

  • Business Process Strategies
  • Communication Workshop
  • Keynote Presentation

client testimonial<testimonial>

The Swig Company

Services Provided:

  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Presentation Skills Training
  • Strategic Planning
  • Team Development

UBS

Services Provided:

  • DiSC Assessment
  • Leadership Development
  • Leadership Retreat
  • Team Development

success story<success story>

Food Services

Bon Appetit Management Company

Services Provided:

  • Business Process Strategies
  • Change Management
  • Customer Service Training
  • Leadership Coaching

client testimonial<testimonial>

Eye Spy Critiquing & Consulting

Services Provided:

  • Company Retreat
  • Executive Coaching

client testimonial<testimonial>

Friendly's Ice Cream Corporation

Services Provided:

  • Change Management
  • Customer Service Training
  • Leadership Coaching
  • Relationship Building Training

client testimonial<testimonial>

Golden Gate Restaurant Association

Services Provided:

  • Board Of Directors Retreat

client testimonial<testimonial>

Peet's Coffee and Tea

Services Provided:

  • Change Management
  • Communication Workshop
  • Conflict Resolution
  • Customer Service Training
  • Employee Development Program
  • Leadership Coaching

High-Tech

Corefino

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Executive Team Retreat
  • Leadership Coaching

client testimonial<testimonial>

Instill Corporation

Services Provided:

  • Company Retreat
  • Customer Service Training
  • Strategic Planning

Keynote Systems

Services Provided:

  • Customer Service Training
  • Employee Development Program
  • Leadership Coaching
  • Strategic Planning

Power Catalyst

Services Provided:

  • Business Process Strategies
  • Executive Coaching
  • Executive Team Retreat
  • Sales Training

client testimonial<testimonial>

Social Tribe

Services Provided:

  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Strategic Planning

success story<success story>

Top Networking Co.

Services Provided:

  • Business Process Strategies
  • Change Management
  • Sales Training
  • Time Management Workshop

Workplace by Facebook

Services Provided:

  • DiSC Assessment
  • Executive Coaching
  • Leadership Development
  • Leadership Retreat
  • Team Development

Higher Education

Columbia University Medical Center

Services Provided:

  • Communication Workshop
  • Leadership Coaching
  • Leadership Retreat
  • Strategic Planning
  • Team Development

success story<success story>

Columbia University Public Safety

Services Provided:

  • Executive Coaching
  • Leadership Retreat
  • Strategic Planning
  • Team Development

client testimonial<testimonial>

success story<success story>

Insurance

CAL Insurance

Services Provided:

  • DiSC Assessment
  • Onboarding Programs
  • Team Development

success story<success story>

Heffernan Insurance

Services Provided:

  • Company Retreat
  • Executive Coaching
  • Leadership Retreat
  • Sales Training

client testimonial<testimonial>

ProInsurance Services

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching

client testimonial<testimonial>

The Council

Services Provided:

  • Board Of Directors Retreat
  • Executive Coaching
  • Strategic Planning

client testimonial<testimonial>

success story<success story>

Legal

Barnes Mosher Whitehurst Lauter & Partners

Services Provided:

  • Company Retreat
  • Executive Coaching

client testimonial<testimonial>

California Bar Association

Services Provided:

  • Change Management
  • Conflict Resolution
  • Executive Coaching
  • Leadership Coaching
  • Leadership Retreat

Carroll, Burdick & McDonough LLP

Services Provided:

  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching

Clean Energy Counsel

Services Provided:

  • DiSC Assessment
  • Executive Team Retreat
  • Message & Slide Deck Review
  • Strategic Planning

DRS Family Law

Services Provided:

  • Message & Slide Deck Review
  • Practice Review & Feedback
  • Presentation Skills Coaching
  • Presentation Skills Workshop

Fenwick & West

Services Provided:

  • Employee Development Program
  • Leadership Coaching
  • Relationship Building Training

client testimonial<testimonial>

Flicker Kerin Kruger & Bissada

Services Provided:

  • Company Retreat
  • Executive Coaching

Hopkins & Carley

Services Provided:

  • DiSC Assessment
  • Five Behaviors of a Cohesive Team
  • Leadership Development
  • Strategic Planning
  • Succession Planning
  • Team Development

Howard Rice Nemerovski Canady Falk & Rabkin

Services Provided:

  • Company Retreat
  • Executive Coaching
  • Executive Team Retreat

client testimonial<testimonial>

Jackson & Hertogs

Services Provided:

  • DiSC Assessment
  • Executive Coaching
  • Executive Team Retreat
  • Team Development

Kirkland and Ellis LLP

Services Provided:

  • Customer Service Training
  • Executive Coaching

Lakin Spears

Services Provided:

  • Five Behaviors of a Cohesive Team
  • Retreats & Offsites

Laughlin Legal

Services Provided:

  • DiSC Assessment
  • Leadership Development
  • Retreats & Offsites
  • Team Development

Montgomery & Hansen LLP

Services Provided:

  • Executive Coaching
  • Strategic Planning

client testimonial<testimonial>

success story<success story>

Nichols Law

Services Provided:

  • DiSC Assessment
  • Team Development

Orrick, Herrington & Sutcliffe LLP

Services Provided:

  • Business Process Strategies
  • Change Management
  • Company Retreat

Sidley

Services Provided:

  • Strategic Planning

Squire Patton Boggs, LLP

Services Provided:

  • Presentation Skills Training

client testimonial<testimonial>

Legal/Local Govt

Rethink Waste - South Bayside Waste Management

Services Provided:

  • Board Of Directors Retreat
  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Conflict Resolution
  • Employee Development Program
  • Leadership Coaching
  • Presentation Skills Training
  • Strategic Planning
  • Time Management Workshop

San Mateo County District Attorneys Office

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching

Manufacturing

Empire Container

Services Provided:

  • Business Process Strategies
  • Executive Coaching
  • Executive Team Retreat
  • Sales Training

Robert Mann Packaging

Services Provided:

  • Business Process Strategies
  • Executive Coaching
  • Executive Team Retreat
  • Leadership Coaching
  • Sales Training
  • Strategic Planning
  • Succession Planning

client testimonial<testimonial>

success story<success story>

Silicon Motion

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Conflict Resolution
  • Employee Development Program
  • Leadership Coaching
  • Presentation Skills Training

Valley Pallet

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching

Media/Marketing

Mission North

Services Provided:

  • Practice Review & Feedback
  • Presentation Skills Coaching
  • Presentation Skills Workshop

SimplerMedia Group

Services Provided:

  • Conflict Resolution
  • DiSC Assessment
  • Executive Team Retreat
  • Leadership Coaching

Medical

Mission Valley Veterinary Clinic

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Strategic Planning

success story<success story>

Non-Profit

Blue Meridian Partners

Services Provided:

  • DiSC Assessment
  • Retreats & Offsites
  • Team Development

Child Advocates of Silicon Valley

Services Provided:

  • GROW Coaching Model

Christmas in the Park

Services Provided:

  • DiSC Assessment
  • Executive Coaching
  • Leadership Retreat
  • Strategic Planning

Community Solutions

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Retreat
  • Strategic Planning

Diabetes Youth Families

Services Provided:

  • Board Of Directors Retreat
  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Strategic Planning
  • Strategic Planning

First 5 San Mateo County

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Strategic Planning

client testimonial<testimonial>

success story<success story>

Fraser Institute

Services Provided:

  • Business Process Strategies
  • Conflict Resolution
  • Leadership Development
  • Time Management Workshop

client testimonial<testimonial>

success story<success story>

Hope Services

Services Provided:

  • Board Of Directors Retreat
  • Strategic Planning

client testimonial<testimonial>

success story<success story>

John & Marcia Goldman Foundation

Services Provided:

  • DiSC Assessment
  • Executive Team Retreat
  • Leadership Development

Oakland School for the Arts

Services Provided:

  • Board Of Directors Retreat
  • Strategic Planning

Pacific Research Institute

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Executive Coaching

Schusterman Family Foundation

Services Provided:

  • Conflict Resolution
  • DiSC Assessment
  • Leadership Retreat
  • Team Development

success story<success story>

SD Forum

Services Provided:

  • Company Retreat
  • Executive Coaching

The Christensen Fund

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Conflict Resolution

Watermark

Services Provided:

  • Executive Coaching
  • Keynote Presentation

Public Relations

10Fold

Services Provided:

  • Presentation Skills Training

Real Estate

River Rock Real Estate Group

Services Provided:

  • Communication Workshop
  • Customer Service Training
  • Executive Coaching
  • Retreats & Offsites
  • Succession Planning

success story<success story>

Women Council of Realtors

Services Provided:

  • Board Of Directors Retreat
  • Executive Coaching

Recruiting & Staffing

CorEdge Talent

Services Provided:

  • DiSC Assessment
  • Leadership Retreat
  • Partnership Charter Facilitation
  • Retreats & Offsites

success story<success story>

Retail

Safeway Companies

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Conflict Resolution
  • Customer Service Training
  • Employee Development Program
  • Leadership Coaching

Software

Granicus

Services Provided:

  • Business Process Strategies
  • Change Management
  • Communication Workshop
  • Company Retreat
  • Conflict Resolution
  • Employee Development Program
  • Executive Coaching
  • Leadership Coaching
  • Strategic Planning

client testimonial<testimonial>

success story<success story>

Mashery

Services Provided:

  • Change Management
  • Conflict Resolution
  • Executive Coaching
  • Leadership Coaching
  • Leadership Retreat

Strava

Services Provided:

  • Conflict Resolution
  • DiSC Assessment
  • Leadership Coaching

client testimonial<testimonial>

success story<success story>