"We chose Kristi because she had substantial experience with lawyers, and she really understands how we tick...She was the perfect person for us."

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

success story<success story>

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

Major Bank

Services Provided:

  • Executive Coaching
  • Five Behaviors of a Cohesive Team

success story<success story>

Major Financial Services Firm

Services Provided:

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

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

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>