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 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.

I had a very positive experience with Kaplan Partners when they recruited me as president of the company. Since then, they have played a critical role in identifying a number of senior leaders who have joined the bank and helped to transform the organization. Northwest Bank is on a different trajectory today, and our partnership with the Kaplan Partners team has been a significant factor in our growth and success.

Ron Seiffert
Board Chair + CEO, Northwest Bancshares, Inc./Northwest Bank