Board Advisory
Ensure that your most strategic assets are in your boardroom.
Today’s expectations for director performance have never been higher. For a board to be effective, its members need to represent a greater diversity of identities, perspectives, skills, and experiences than ever before. Seasoning as a qualified financial expert, expertise in information technology, organizational change, risk, human capital, and brand strategy are all critical—along with a values-based perspective on equity and inclusion. Our extensive work with boards as strategic talent advisors enables us to serve as a trusted partner who can objectively assess boardroom skills and cultures and help to guide discussions. Count on us to ensure that you have the right leaders sitting at your board table.
Executive Search
C Level Searches.
A+ Results.
It takes movers and shakers to recruit movers and shakers. And for nearly 30 years, we’ve led the way in identifying and attracting senior executive talent for financial institutions and growth-oriented organizations nationwide. As a principal-led business, our firm’s senior leaders do 100% of the work to guarantee personal accountability on every search. Our time-tested methodology and rigorous process prepare our clients to make the right hiring decision every time. It’s not just who we know, it’s what we know. And being at the top of our game puts the most desirable candidates at the top of your list.
Executive Assessment
Some People are Born Leaders.
We Were Born to Uncover Them.
We know talent. And we’ll help determine whether your next CEO or C-suite leader is already among your ranks. Kaplan Partners leverages decades of executive assessment experience involving hundreds of leadership teams. Our state-of-the art assessment tools provide a comprehensive analysis of prospective internal contenders who may be ready to take your organization to the next level. The process of executive assessment is critical to talent development, whether utilized as part of acquisition due diligence, private capital investment, or to add perspective on succession plans for the existing leadership team.
EXECUTIVE COACHING
TURN YOUR TOP LEADERS INTO YOUR TOP ACHIEVERS.
Your organization is only as strong as the talent behind it. And even your most seasoned executives can raise the bar. At Kaplan Partners, we believe in investing in leaders who can optimize potential. From executive coaching and management consulting to team building and business strategy alignment, we employ proven tools to elevate performance. Using leadership assessments, 360° peer reviews, goal-setting exercises, and situational simulations, we’ll strengthen critical abilities, improve accountability, increase productivity, and help you transform short-term gains into long-term successes.
I have known Alan Kaplan for nearly twenty years, and we have had a longstanding relationship with Kaplan Partners. The firm has been an invaluable partner in recruiting top-level executive talent, providing executive assessment services, and attracting new members to our board.
Former President + CEO, Community Bank System, Inc.