Showcase of Service Providers

TRUST! the magazine of trust across america-trust around the world FA L L 2 0 1 6

www.trustacrossamerica.com

VOL. 2 • NO. 2

Showcase of Service Providers

Second Anniversary Issue

1 | Trust Across America | Winter 2015

TRUST! the magazine of trust across america-trust around the world

Fall 2016 | Vol. 2 • No. 2

Founder and Executive Editor:

In This Issue 4

Welcome Page

4

A Note from the Executive Editor

5–21

Service providers

22

Geographic directory of service providers

Barbara Brooks Kimmel

Trust Across America In the News Read about how we are changing business

About TRUST! Magazine TRUST! is a digital magazine published by Trust Across America-Trust Around the World, a program of Next Decade, Inc. © 2016. All rights reserved. URL: http://www.trustacrossamerica.com Editorial correspondence and press releases to: Barbara Brooks Kimmel [email protected]

The Connection Between Employee Trust and Financial Performance Read Article

Advertising correspondence to: Barbara Brooks Kimmel [email protected]

Leading for Trust Read Article

“Want to learn more about the work we are doing at Trust Across AmericaTrust Around the World? Access our 2016 White Paper: The State of Trust in Corporate America. Read more about the Return on Trust or contact Barbara Brooks Kimmel: [email protected]

3 | Trust Across America | Fall 2016

Visit our website at http://www.trustacrossamerica.com | 3

welcome page Founder and Executive Editor Barbara Brooks Kimmel Trust! The Magazine of Trust Across America— Trust Around the World

What is TRUST! Magazine TRUST! Is a digital magazine dedicated to helping leaders and organizations build long-term trust. http://trustacrossamerica.com/magazine.shtml

What do we mean by trust? Trust is built through: VISION: An understanding that building trust into an organization’s DNA will lead to long-term profitability. CULTURE: Instilling the values, principles and beliefs essential to building a foundation of trust. LEADERSHIP: The implementation of trust strategies that separate great leaders from their competitors. ACTION: The key actions that characterize a commitment to building stakeholder trust. TRANSFORMATION: The newly adopted behaviors that build high trust and collaboration. By producing this magazine in digital format, we can expand our offerings beyond just articles. Each edition may include instructional videos, links to interviews, photos and many other features not found in traditional print magazines. We hope you find the presentation of our content both valuable and interesting. We always welcome your suggestions for ways to improve. Barbara Brooks Kimmel

a note from the executive editor Organizational trust is a key driver of longterm success, but often leaders mistakenly assume that to earn trust, a company need only be profitable. This anniversary issue of TRUST! Magazine salutes both those whose work helps build organizational trust, as well as organizations that lead with trust. A special geographic directory is included in the back of this issue.

Become the Trusted Advisor You Know You Can Be!

We hope you continue to learn about the importance of organizational trust and share this free resource with others. Barbara Brooks Kimmel, Executive Editor, TRUST! Magazine

SELL MORE

People vastly prefer to get what they need from people they trust. That’s why trusted sellers generate more sales, faster closings and lasting client relationships.

GUIDE CLIENTS

Trusted advisors are more likely to have their advice taken, open new lines of communication, gain referrals and have more constructive and effective client interactions.

LEAD WITH TRUST

The most effective leaders don’t demand power-based or hierarchical obeisance, but instead influence others to take on the organization’s goals as their own.

BUILD A TRUST-BASED ORGANIZATION

Organizations that cultivate trusting relationships, internally and externally, for their own sake have a decided advantage in business.


TrustedAdvisor.com Visit our website at http://www.trustacrossamerica.com

| 5

THE NEW BOOK FROM THE

2015 TRUST ACROSS AMERICA LIFETIME ACHIEVEMENT AWARD WINNER

J I M KO U Z E S

Bob Whipple [email protected]

Short video of How it works...

Cool Beans!

and BARRY POSNER IS HERE The best leaders are the best learners. Leadership is a set of abilities, and like any other skill set, it can be learned and improved. Learning Leadership delivers the concrete framework and practical steps for developing exemplary leaders for today’s and tomorrow’s challenges. It will challenge you to do the meaningful and disciplined work necessary to become the best you can be. With this kind of mindset and toolkit, you will be better equipped to make extraordinary things happen in your organization, community, and the lives of others.

Available wherever books and eBooks are sold. For bulk purchases of 50+ units, please contact [email protected]

For more information, visit leadershipchallenge.com

Trust Barometer

JIM KOUZES is the Dean’s Executive Fellow of Leadership at the Leavey School of Business, Santa Clara University, and lectures on leadership around the world to corporations, governments, and nonprofits.

The Leadership Challenge® is a registered trademark of John Wiley & Sons, Inc.

BARRY POSNER is Accolti Professor of Leadership and former Dean (1997–2009) of the Leavey School of Business, Santa Clara University. An accomplished scholar, he also provides leadership workshops and seminars around the world.

“

Building a Collaborative Team Grounded in Trust

Dr. Holly Latty-Mann President & Co-founder The Leadership Trust®

CEO Nadine B. Hack and the entire beCause Global Consulting team proudly support the work of

Your organization is only as good as the trust level within your team. Your team is only as good as its weakest link. We work methodically at root-cause level within the individuals that comprise a team. Culture change is achieved when the ripple effect engages enough people to spike your tipping point.

TRUST ACROSS AMERICA s TRUST AROUND THE WORLD Nadine Hack speaking at one of many conferences

Verbatim Endorsements from our Client List: (Includes names, titles, enterprises) If you want to see a direct relationship between increased trust and improved bottom line, The Leadership Trust® has an intellectual property like a fool-proof recipe. I could actually experience a profound change within each of my team members and thus my senior management team, which ultimately created a culture change, the latter of which earned us a huge monetary gift from corporate in addition to a prestigious leadership award. Allen Peters, CEO, Valley View Medical Center

This program is an excellent foundation and complement to all other leadership workshops. This should be a requirement for all leaders. Karen Marshall, Senior Vice President, Wells Fargo

How We Support Your Individual and Team Goals along with Company Growth 2016 Award

2015 Award

a) b) c)

On the individual level On the team level On the organizational level

“I personally welcome the opportunity to earn your trust when you inquire about our work guarantees and new client rates.”

”

Adversaries to Allies, Nadine B. Hack at TEDxPlainpalais Nadine Hack speaking at one of many conferences

beCause Global Consulting provides a range of services including strategic action plans, leadership development, organizational change management and executive coaching. beCause is led by Nadine B. Hack, known internationally for pioneering engagement leadership work using our proprietary framework called Strategic Relational Engagement. Creating connectedness is at our core. beCause helps individuals and organizations connect to their core purpose, connect across silos in their organizations, and connect with external stakeholders, friendly and even adversarial, all based on building and sustaining trust.

2014 Award

www.leadershiptrust.org

[email protected] www.because.net


Trust is widely held as the cornerstone of quality relationships both at work and at home. There exists a multi-billion dollar industry helping people, teams, and organizations create cohesion and collaboration through the promotion of trust. Many of these dollars are also being spent to promote cohesion and intimacy within couples who seek to restore or grow trust in their personal life. So how do early family dynamics influence one’s ability to trust later in life? It is a common school of thought among psychologists that trust issues develop the first day a baby experiences anxiety from the realization that the source of survival (i.e., milk) is “out there” and thus creates a specific cry for food that is readily recognized by the parent. Still, without a framework for time, 5 minutes crying for help can likely feel like 5 hours for that infant who is experiencing self in dire distress. Even without a vocabulary, these distressed babies are formulating beliefs related to how trustworthy they find their environment as well as how loveable or important they are to that “source” of survival. Two famous attachment theory researchers, Ainsworth and Bowlby, studied this separation anxiety once the babies had become toddlers and identified 4 distinct styles, for which the grown-up versions are now being studied within the context of trust-ability and leadership effectiveness. Of the four adult styles in the corporate world, only the Secure style, described as trustworthy and dependable, is statistically significantly related to transformational, charismatic leadership (e.g., Underwood, 2015). Multiple studies show the three remaining insecure styles [Preoccupied (Anxious), Fearful Avoidant, and Dismissive Avoidant] are related to ineffective leadership qualities wrought by trust issues. The practicality in all this has to do with how most people are motivated by insights related to “what makes me and others tick,” thereby making positive changes accordingly. Through a comprehensive 360° feedback process that includes both work and personal relationships along with data representing one’s perceptions of early family relationship dynamics, I’ve witnessed workshop participants connect family-of-origin dynamics to how they treat others at work. For example, it’s not unusual for someone to say, “Oh, no, I’ve become my father!” Or mother. More importantly, when they connect these etiological insights to their constructive feedback, they show greater commitment to and success with making the desired change. Invariably I have witnessed these same people who take ownership of their own role in ineffective leadership, become more trusting of others. This phenomenon has been such a consistent finding over the years that I felt compelled to write this initial article as a prelude to an upcoming book on the “anatomy of trust,” with special focus on the influence of early family dynamics on later life trust-ability and leadership effectiveness.

The Influence of Early-Family Dynamics on Trust-ability and Leadership Effectiveness By Dr. Holly Latty-Mann 10 | Trust Across America | Fall 2016

Dr. Holly Latty-Mann, President The Leadership Trust® Dr. Holly Latty-Mann, named a 2016, 2015 and 2014 Top Thought Leader in Trust and Trustworthy Business by Trust Across America-Trust Around the World, is President and co-founder with the late Dr. Jim Farr of The Leadership Trust® With two doctorates in psychology, a completed internship at Duke Medical Center, and leadership development partnerships with Duke’s Fuqua, WFU, and NCSU, The Leadership Trust® specializes in helping leaders improve at root-cause level. A servant leader herself, Holly guarantees their workshops, team-buildings, and organizational development projects. Visit www.leadershiptrust.org or write for information at [email protected]. Visit our website at http://www.trustacrossamerica.com | 11

Congratulations!

“getting to the heart of trust”

MEETING YOUR ORGANIZATIONAL CHALLENGES AND ENHANCING YOUR LEADERSHIP AND TEAM CAPABILITIES

to the following honorees

for the 2016 Regenerative Business Prize:

Are These Problems Slowing Your Organization Down? • • • •

Stagnant or declining profits Customer complaints Missed deadlines, budget over-runs Ineffective leadership

• Trust Assessment for Leadership Teams

• Trust Assessment for Organizations

Global Honoree for the Regenerative Business Prize Rincon-Vitova Insectaries, Ventura, CA

• Trust Workshops & Seminars

Honoree for Fooding Rincon-Vitova Insectaries, Ventura, CA

• Leadership &

Team Coaching

Honoree for Sheltering Manens-Tifs, Verona, Italy Honoree for Transacting Solar City, San Mateo, CA Honorees for Adorning Lush Cosmetics, England, United Kingdom & W. S. Badger Company, Gilsum, NH Honorees for Recreating Bureo, Santiago, Chile & Herban Feast, Seattle, WA Honoree for Communing Playa Viva, Zihuatanejo, Mexico Honoree for a Not-for-Profit Phipps Conservatory and Botanical Gardens Pittsburgh, PA Save the date: SEPT. 26-28, 2017 Learn more about the Regenerative Business Summit and request an invitation at

theregenerativebusinesssummit.com


We Help Leaders Achieve And Sustain Exceptional Results By Building Trust • • • • •

High-trust organizations outperform low-trust organizations Trust increases shareholder value and customer experience Trust enhances the delivery of results Trusting organizations foster collaboration and teamwork High-trust environments yield innovation and creativity

For more information, please contact: www.triscendance.com [email protected]

Triscendance offers trust workshops, facilitation of trust interventions, and provides confidential online trust surveys for teams and organizations, specifically the Triscendance Trust Assessment for Leadership Teams (TTALT) and the Triscendance Trust Assessment for Organizations (TTAO). We have extensive leadership and management experience in diverse organizations, including Banking, Government, Healthcare, Financial Services, Media, Manufacturing, Hospitality, and Pharmaceutical R&D. Our backgrounds include Organizational and Leadership Development, Executive Coaching, Change Management, Human Resources, Statistical Consulting, Strategic Planning, Product Development, and Customer Relationship Management. Joel Andrews PCC Leadership Insight LLC

William Benner ACC WW Consulting, Inc.

Richard Hews ACC Pathways of Growth LLC

License our FACTS® Framework & Ratings A Quantitative, Unbiased and Holistic Approach to Analyzing Public Companies Developed in 2008, FACTS® unique methodology ranks and rates public companies on five quantitative indicators of trustworthy business behavior. Companies that adopt trust as an intentional business strategy reap the following benefits:

•

Faster decision-making

•

Higher levels of innovation

•

Greater employee retention/less turnover

•

Cost savings from improved operational efficiencies

The FACTS® Framework and Ratings are Used By: Companies and Boards of Directors: The FACTS® Framework provides the C-Suite and its Board with a unique trust profile to aid in capitalizing on strengths, identifying risks and drawing peer comparisons. Investor Relations: The FACTS® Framework provides both internal and external investor relations and corporate communications executives with a unique trust profile to aid in capitalizing on strengths, identifying risks, drawing peer comparisons and communicating with stakeholders.

FACTS® Ratings Universe & Methodology: FACTS rates and ranks almost 2000 of the largest US public companies on the five indicators of trust “worthiness” shown above: Financial stability, Accounting Conservativeness, Corporate governance, Transparency and Sustainability. Quantitative data is acquired from independent third party data providers and combined into one rating, equally weighting the model’s five indicators. Companies do not participate in this rating process, nor do they know they are being evaluated. This precludes any survey bias. By combining the five indicators into an aggregate “trust” score, a ranking and rating can be assigned to each company, on a one-year, three-year or five-year basis. Ratings range from 0-100.

Consultants: Consultants from leadership, communications, risk, forensic accounting, reputation, governance, human resources, sustainability, ESG or trust, use our FACTS® Ratings to provide market intelligence for current assignments and prospecting new business. Our FACTS Framework can also be used as a tool to assist clients in structuring a trust elevating program. Industry Associations & Trade Groups: The FACTS® Framework provides market intelligence on industries and their individual member companies. Individual Investors: Trust Across America and its parent company, Next Decade, Inc. do not manage money. Individuals have access to the FACTS model through investment firms that license the model. Investment Managers & Advisors: Investment managers license FACTS data for use in developing investment products and portfolios. Media: The media uses FACTS® ratings to help foster organizational trust by reporting on positive and compelling stories that a growing consumer audience wants to hear, and by focusing on emerging topics receiving increased main stream media attention.

For more information contact Barbara Kimmel: [email protected]

Leaders in Compliance & Ethics Solutions Compliance Strategists is a leading consulting firm specializing in compliance, ethics, risk, and governance practice. We are compliance consultants with years of direct in-house experience, building, implementing, and overseeing internal compliance and ethics programs, which gives us a uniquely valuable perspective to assist and advise our clients.

• • • • • • •

Program evaluations Program development and implementation Confidential employee helplines and investigations Coordinating interface between key functions “Compliance 101” orientation Board engagement & training and more!

Contact a strategist today! www.ComplianceStrategists.com

Finding joy in little things.

Stre ngthe ning our community. Multiplying our impact.

Find out how we are dif fe rent. www.sunrisebanks.com

Sunrise Banks N.A. is Member FDIC

Consultants and coaches for leaders and groups seeking to thrive in a world of challenging economic, environmental and social change 1.

Positioning your organization to be the leader in its chosen field.

•

Executive consultant on effective leadership of corporate responsibility & sustainability

3.

Meaningfully integrating 1 and 2 into a profitable whole for all.

•

Advisor on achieving sustainable change using adaptive leadership principles and practices

•

CSR and alcohol responsibility expert

•

Partner in creating multi-sector partnerships & stakeholder outreach.

2.

Positioning each person to be a leader in his or her life and work.

Barton Alexander Principal

WWW.ON-PURPOSE.COM Business and Personal Leadership Advisors Winter Park, FL

•

Executive coach & consultant on change management, leadership & teaming

•

Partner in organizing & implementing incremental & transformative change

•

Expert in providing effective counsel to technical specialists leading challenging projects, teams & departments

•

Experienced in corporate, government, education & non-proﬁt organizations

Joan H. Alexander Consultant & Executive Coach

Please contact us when you seek a trusted guide and companion for your change journey. We work on-site or on-line. [email protected]

[email protected] www.alexanderassoc.com 720-508-3657 PO Box 6475, Denver CO 80206

Intentional Leadership 18 | Trust Across America | Fall 2015

Meaningful Connection

Sustainable Change


Bob Vanourek Changing Hearts and Minds about Leadership

Vanourek & Partners, LLC [email protected] www.triplecrownleadership.com

Let’s Redouble Our Trust Building Work Pollsters tell us we don’t trust our politicians, CEOs, banks, Wall Street, and mega-‐‑firms from Big Oil to Big Pharma. Sometimes, we don’t trust our business partners, or our “life-‐‑ partners.” Lack of trust is a huge problem. Why? Because leadership, business, and life are all about relationships. And the best relationships are built on trust. When trust is lacking, relationships founder.

My leadership work with organizations dives deeply into shared values, inspirational purpose, ethics, sustainability, and culture. All those facets of leadership are important. But the issue that seems to resonate most with people is trust.

People “get” trust. They know what trust means because they experience it, positively or negatively, every day with their family, colleagues, or in the marketplace. Too often, people struggle with organizational values that are jokes on the company website, or defining a noble purpose for their organization. They don’t know how to deal with ethical dilemmas, or how to form a healthy culture. We need to shift some of our focus from esoteric concepts like ethics and culture to trust. That’s why I value my association with Trust Across America – Trust Around the World. I have met outstanding people like Stephen M. R. Covey, Charlie Green, Barbara Kimmel, Jim Kouzes, Bob Whipple (The Trust Ambassador), and more. Trust matters. Let’s redouble our trust-‐‑building work together.

Bob Vanourek Bob is the former CEO of five companies and co-‐‑author of the award-‐‑winning book Triple Crown Leadership: Building Excellent, Ethical, and Enduring Organizations. Contact: [email protected]

Geographic Directory of Service Providers NORTH AMERICA Elizabeth Doty (California) The founder of Leadership Momentum, Elizabeth is an author and coach who writes about and studies how companies can improve their ability to keep their commitments.

Jim Kouzes (California) The Dean’s Executive Professor of Leadership, Santa Clara University, and an award-winning speaker. According to Jim, «Trust is the central issue in human relationships.»

Barton Alexander (Colorado) Principal of Alexander & Associates LLC, helping individuals, teams and organizations to achieve meaningful and sustainable change.

Bob Vanourek (Colorado) Award-winning, author, speaker, consultant, changing hearts and minds about leadership. Former CEO of 5 firms.

Kevin McCarthy (Florida) On-Purpose Partners serves clients by helping them be on-purpose, an integrated approach to life and work.

David Grossman (Illinois) A leading consultant, speaker and author, and one of America’s foremost authorities on communication and leadership inside organizations.

David Reiling, CEO, Sunrise Banks (Minnesota) Social entrepreneur and values-based community banker David is CEO of the Minnesota-based and family-owned Sunrise Banks. He is also a national advocate for financial inclusion who has pledged to make Sunrise “the most innovative bank empowering the underserved to achieve” in order to “radically change the way urban communities and underserved people access financial services.”


Donna Boehme (NY Metro area) As Principal of Compliance Strategists LLC, Donna has advised a wide spectrum of private, public, governmental, academic and non-profit entities on organizational compliance and ethics.

Build a Trust-Based Organization

Charles H. Green (NY Metro area) Leads Trusted Advisor Associates. Charles is a speaker and executive educator on trust-based relationships and trust-based selling in complex businesses.

Barbara Brooks Kimmel (NY Metro area) CEO & Cofounder Trust Across America-Trust Around the World, the largest online resource helping organizations build trust. Co-creator of the FACTS® Framework.

Bob Whipple (Upstate NY) Founder of Leadergrow and known as “The Trust Ambassador,” Training and consulting on growing trust in all organizations.

Dr. Holly Latty-Mann (North Carolina)

President & Cofounder (with the late Dr. Jim Farr) of The Leadership Trust® Helping leaders and management teams unleash their full human potential.

Carol Sanford (Washington) A consultant to both Fortune 500 and new-economy businesses for more than 30 years. Carol believes that business can and will play a major role in creating a better world.

Gain a Competitive Advantage Trust Across America-Trust Around the World is the “one stop” resource for organizations seeking to gain a competitive advantage by placing trust at the top of the strategic agenda. Regardless of your size, or industry, we work closely with the world’s leading experts and will match them with your needs.

We offer the following services: Trust Expertise for Media Inquiries

We can assist your organization with: Trust & Leadership Trust & Teamwork Trust & Client Relationships Trust & Marketing Trust & Communications Trust & Candor Trust & Sales

Consulting & Coaching

Trust & Risk

Workshops • Assessments & Audits

Trust & Crisis

Trust is Fun • Speaking (keynotes & panels)

Trust Repair

Other resources (online learning, videos, books, etc.)

Trust Measurement

EUROPE Nadine Hack (Switzerland) CEO of beCause Global Consulting, Nadine was first woman to serve as Executive-in-Residence at IMD Business School. She has advised Fortune 500 companies, heads of state and other global leaders or organizations on clarifying and achieving their goals, stakeholder engagement and multi-sector partnerships.

Let’s Talk

Trust!

Contact: Barbara Kimmel, CEO & Cofounder Trust Across America-Trust Around the World http://www.trustacrossamerica.com or [email protected]

INVESTING IN INTEGRITY Our proprietary FACTS® strategy identifies high integrity companies with strong leadership, core values and ethical cultures. Our Registered Investment Advisory offers individually managed accounts providing our clients a trust and transparency bridge between Main Street and Wall Street.

Headquarters: 880 3rd Avenue, New York, NY 10022 Email: [email protected] Telephone (212) 896-1220

© 2016 FACTS® Asset Management LLC is a New Jersey Registered Investment Advisor.