Future Proof Your Board
Four Master Classes Designed for Your Board
Equip your board with the mindset, practices, and tools needed to lead confidently in an era of rapid change. Delivered in an accessible Master Class format by Deedee Myers, Ph.D. and Peter Myers, SVP, DDJ Myers, these four sessions focus on governance clarity, strategic leadership, succession and recruitment, and the habits of high‑performing boards. Each class is practical, research‑informed, and designed for immediate application.
Who Should Attend
This Master Class series is designed for board members, board chairs, committee leaders, and CEOs who are committed to elevating governance effectiveness and strengthening strategic impact. It is especially valuable for boards navigating leadership transitions, evolving strategic priorities, or a desire to modernize their governance practices. Whether your board is newly formed or well‑established, these sessions offer practical frameworks that support continuous learning and high performance.
Why This Matters Now
Financial institutions are operating in a landscape defined by complexity, competition, and accelerating change. Boards can no longer rely on legacy practices or episodic training to fulfill their fiduciary and strategic responsibilities. High‑performing organizations require boards that are aligned, future‑focused, and equipped with the habits and frameworks that drive meaningful oversight and strategic clarity. This series gives boards the tools to evolve with intention, strengthen their partnership with the CEO, and confidently guide the organization into the future.
Master Classes
Session 1: Six Board Types — How Mindsets and Relationships Shape Strategic Leadership
Explore six distinct board types — Entrenched, Hostile, Imperial, Independent, Mediocre, and High Performing — and learn how collective mindsets and board-CEO relationships influence strategic outcomes.
Key takeaways:
- Identify your board’s current type
- Understand how interactions drive organizational impact
- Practical steps to move toward a high‑performing, strategically aligned board
Session 2: Future Proof Your Board — Best Practices in Succession Planning and Recruitment
Boards are facing demographic shifts, evolving skill needs, and increasing strategic expectations. This session presents a proven framework for intentional recruitment, onboarding, and succession planning, grounded in national benchmarking and DDJ Myers’ Board Alignment Assessment data.
Key takeaways:
- The five phases of board succession planning
- Actionable tactics for recruitment and onboarding
- Strategies to build a resilient leadership pipeline
Session 3: Five Levels of Board Consciousness — The Tangible, the Nuanced, and the Future of Governance
Most boards operate primarily in oversight, inquiry, and planning, but today’s environment demands more. This session helps boards expand into higher levels of strategic sensemaking and framing.
Key takeaways:
- Shift from reactive oversight to proactive strategic clarity
- Navigate the discomfort of progression
- Distinguish boards that manage from boards that shape the future
Session 4: The Board’s Role in Strategic Visioning and Planning
Led by Peter Myers, this session empowers board members to step into their fiduciary role with foresight and purpose. Learn the Eight Habits that characterize highly effective boards and how to align governance with long‑term vision.
Key takeaways:
- Align governance with strategic architecture
- Differentiate tactical oversight from strategic decision making
- Strengthen risk oversight and strategic succession
What Attendees Receive
Participants leave with clear, actionable guidance and practical tools, including:
- Rubrics and templates for board conversations
- Frameworks such as The Six Board Types, The Five Levels of Consciousness, and The Eight Habits of Highly Effective Boards
- Case studies in board recruitment and development
- Tools to strengthen the Board‑CEO relationship and support continuous learning
Master Class Instructors
Deedee Myers, Ph.D., CEO
A recognized leader in board and organizational development, Deedee brings decades of experience helping boards, executive teams, and staff evolve governance and leadership practices. Her work blends rigorous benchmarking with pragmatic, behavior‑based interventions that produce measurable results. Deedee holds a Ph.D., a master’s degree in organizational development, a master’s in human development, master’s‑level training in somatic coaching, and a PCC credential from the International Coaching Federation.
Peter Myers, PCC, MSC, Senior Vice President
Peter is a trusted partner to boards and executive teams nationwide, known for his work in strategic planning, succession planning, and leadership development. He specializes in integrating strategy, critical thinking, and employee engagement to close talent and execution gaps and elevate organizational performance.
