Webinar - The Art and Science of Effective Talent Selection & Promotion


Wednesday, Mar 20, 2019 - 10:00am to 11:00am CDT


People make the difference and getting in the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we’ll focus on both the art and science of effective selection and promotion decision-making. We will consider the role, related culture, and family expectations to develop a success profile. Guidelines for behavioral interviewing will be provided, along with common traps to avoid. The value of utilizing an external firm to support assessment, and the tools they draw on, will be considered as well. Finally, we will speak to the importance of effective onboarding in this highly practical and engaging session.



***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

  • Speaker(s)

Stefanie Mockler, M.A., Leadership Consultant + Coach, Vantage Leadership Consulting

Stefanie partners with a diverse set of organizations who are concerned about selecting, onboarding, developing, and retaining strong leadership talent to achieve their business goals and succeed in an ever-changing business context. She combines her passion for helping others succeed with her strong research background and analytical assessment skills to provide insightful, and future-focused feedback to accelerate leadership growth.

Further, Stefanie takes a holistic approach to leadership assessment and coaching in that she seeks to provide a safe environment in which others can increase their self-awareness to drive positive change in their lives, both professionally
and personally. Leveraging a combination of curiosity, care, and a questioning approach, Stefanie helps leaders identify a core set of strengths and opportunities, set short- and long-term goals, and put action steps in place to realize sustainable behavioral change. In addition, she sets leaders up for success by ‘leading from behind’ – that is, she encourages them to take ownership over their own development, and then serves as a trusted advisor to guide them in
setting and acting on their priorities.

In her career thus far, Stefanie has consulted with a range of organizations across industries, from family-owned businesses and non-profits to Fortune 100 corporations. Representative companies include: Exelon Corporation, McDonalds Corporation, Hyatt Hotels Corporation, Northwestern University, CIBC, Rasmussen, The CME Group, Citadel, Ball Corporation, and JDA Software.


Carl Robinson, Ph.D., Founding Partner, Vantage Leadership Consulting

The successful transition into an appreciably bigger role, whether it is one’s first assignment as an Officer or General Manager, or ascending into the CEO’s office, is both high-stakes and fraught with unique challenge. Dr. Carl Robinson has spent the better part of the last thirty years assisting emerging executives in preparing for and navigating these career-defining moments. Leadership coaching at this level requires a deep appreciation for organizational, political, and business dynamics, and Dr. Robinson matches his considerable perspective in this regard with well-grounded insights into individual change and development.

Licensed as a clinical psychologist in 1988, Dr. Robinson’s years of training in assessment and counselling shape his approach. He has developed a highly pragmatic and dynamic orientation to his coaching style. His goal is to add relevant and sustained value in each interaction, and he holds his clients to a very high standard. Early on, a set of mutually agreed-upon coaching targets will established and revisited consistently throughout the engagement. Progress will be determined by measuring changes in behavior, effectiveness, and impact against these targets.

His clientele is broad and far-reaching, ranging from non-profit organizations to the Fortune 100. He has coached C-suite
executives through role transitions at MITRE, the Federal Reserve System, MD Anderson Cancer Center, Blue Cross Blue Shield, Steel Dynamics, Inc., MacLean-Fogg, and more. He has authored a number of articles and has frequently been interviewed by various business publications, including the Wall Street Journal.