5/8/2017 – Why Purpose Matters: How to inspire a deeper level of engagement, commitment and action in work and life

Speaker:  Jeff Vanderwielen, PhD, founder of ZGroup, Inc

Program: A powerful way to motivate clients to stretch, grow and work through barriers is to connect them to their deeper sense of purpose and meaning in life. People anchored in a clear sense of purpose, how they serve others or something bigger than themselves, are more focused, engaged, committed, productive, and satisfied in life and work. In this session we will explore what purpose is, why it matters and ways to connect your clients to purpose, inspiring them to achieve their highest goals in life and work.


In this session you will learn:

  • A model of personal purpose to guide your conversations and work with clients
  • A process to help your clients to discover their personal purpose
  • Techniques your clients can use to activate purpose in others


  • Broaden your coaching repertoire
  • Extend your coaching range and influence with executive clients
  • New ideas on how to help your clients inspire greater engagement and commitment in others – their direct reports and team

Speaker Bio: Jeff Vanderwielen, PhD is the founder of ZGroup, Inc. a consulting firm dedicated to helping leaders and organizations master complexity and change.  Jeff is an organization development expert who translates emerging trends in the social good and purpose landscape into actionable, results-driven initiatives for clients.  He brings 20+ years of experience helping global orgnaizations articulate a compelling purpose – their core good – as the organizing center for their vision, strategy and culture.  Jeff has facilitated hundreds of interacitve workshops with top organizations using simulations, stories, and iterative engagement processes to help leaders learn by doing.  He has developed a purpose-centered leadership program designed to make purpose a vital force across the enterprise.  This is achieved by helping leaders embody their own purpose, activate purpose in others and embed a culture of purpose across the organization.  His forthcoming book The Purpose Revolution: How Leaders Create Engagement and Competitive Advantage in the Age of Social Good will provide leaders with a new paradigm of leadership along with tools and practices to help them to thrive in the emerging purpose-centered economy. Most recently Jeff was featured at the 2016 Sustainable Brands Conference in San Diego where he conducted a workshop entitled Future-Proof Branding from the Inside Out: Embedding Purpose in Your Workforce


3/13/2017 – Self-Awareness: The Key to Transformative Coaching

Speaker: Billie Frances, M.A., Certified Mindful Coach, Board Certified Coach

Program:  Are you comfortable when clients don’t have goals and action plans?  Are you willing to not hurry clients who encounter snags along the way?  Do you practice being committed but not attached?

In order to powerfully serve our clients, we must fully commit to consistent and constant self-awareness.   We need to get comfortable with being uncomfortable, trust the process when we don’t know, and practice patience as clients’ solutions bubble to the surface.

Clients want their coach to deeply listen, to be committed to their transformation, and to give them space to shift their mindset, perspective and experience.  They want a coach who practices presence, trusts the moment and is fully self-aware.


Join this interactive presentation to discovery pathways to become more valuable to your clients as you:

  • Recognize your connectedness to all things
  • Remain attentive, nonjudgmental and accepting
  • Let go of any desire to control, achieve, or resolve


  • Learn the difference between facilitative and transformative coaching
  • More clearly recognize the need to do your own exploration before you can take other people deeper
  • Generate a plan to begin to clear blocks, barriers and biases that keep you from being completely available

Speaker Bio:

From a place of deep connection to herself, Billie is available to help others who want to make conscious choices to improve the quality of their lives, health, relationships and careers.  She has been a coach since 1996 and has trained hundreds of mindful coaches nation-wide since 2000.

Billie is a Board Certified Coach and training provider for both the Center for Credentialing and Education’s Board Certified Coach (BCC) program and the National Credentialing Consortium for Health and Wellness Coaches (NCCHWC).  She is an American Council on Exercise (ACE) Certified Health Coach and an ACE Behavior Change Specialist and Master Coach.  Billie has served as President for the San Diego Professional Coaches Alliance and the California Association of Marriage and Family Therapists.

2/13/2017 – Follow-up: Conversational Intelligence

Susan Curtin did a wonderful job in February going through the importance and impact of conversational intelligence.  If you enjoyed her topic, you might be interested in further information on this topic.  Attached is an Executive Book Summary of Conversational Intelligence by Judith E. Glaser.  Susan mentioned this book during her workshop.


2/13/2017 – Conversational Intelligence®: Co-creating better coaching relationships

Speaker: Susan Curtin, MS, CEAP, BCC, MCEC

Have you ever considered that there are ways to masterfully manage your client conversations? Are you currently able to intentionally create coaching transformations for others? Can you move a conversation from Level 1 to Level 3?  Would you like to know how coaches do these things and what are Levels 1, 2 and 3 conversations?

In this program you will see how to combine the principles of Emotional Intelligence and emotional chemistry to introduce new coaching tools that will transform your business whether you are an Executive Coach or Life Coach.  Join us to learn how to integrate into your coaching practice a cutting edge coaching tool called Conversational Intelligence® (C-IQ).

You’ll be able to use these C-IQ techniques in your coaching practice as well as in social, family and work relationships. You’ll learn how to truly “Listen-to-Connect” to others whose values are different from yours, and how to help clients make critical changes in the quality of their communication in a matter of seconds.

The three key elements you’ll learn in this session

  • How we “turn trust off and on in others” with our conversations
  • How to build trust and how to manage it across a trust continuum
  • How to identify the Three Levels of Conversation, and change them mid-stream.


  • Increase the number of coaching clients that you can attract
  • Heighten your receptivity (and creativity) when working with clients
  • Step up your practice to working at a higher level of sophistication and mastery

Speaker Bio:

Susan founded a leadership, talent and succession management consulting firm, Insights4Results, LLC, to fill a need in public and private organizations to develop leadership capacities, thereby ensuring a pool of talent to fill their key positions. Her company has delivered executive coaching services to corporate, public and non-profit organizations since 2008. Susan created and licensed Managing4Results™, a successful, comprehensive management program that incorporates development of a department managers’ role as a coach for ongoing employee engagement and increased retention. This program helps managers learn: “How to be, what to do and when to do” in order to build stronger relationships with their direct reports through giving constructive feedback, coaching, and communicating in ways that truly motivate and enable teams to achieve greater results. Managing4Results™ provides a certification program for coaches, consultants and trainers interested in utilizing this proven training program for their current and future client organizations.

Susan has two decades of successful internal experience coaching and mentoring managers to successfully transition to the next stage of leadership. She has expertise in enhancing and expanding leaders’ Emotional Intelligence, interpersonal savvy and political acumen. She has created award-winning leadership development programs incorporating leadership competencies, coaching and mentoring and designed special action learning projects, recognized for her excellence by ATD and NACO. She taught six years in the ICF-approved Certificate Program, Coaching for Organizational Excellence, through San Diego State University.

Susan is a Board Certified Executive Coach, Certified Employee Assistance Professional and has the Master Corporate and Executive Coaching designation. In addition, she completed the first Conversational Intelligence® (C-IQ).

Certification program also incorporates the C-IQ tools & techniques into her coaching and organization development practice.

For more information about Susan: www.Insights4Results.com


1/9/2017 – Follow Up – The Art of Asking Great Questions

In January, we had our distinguished past president, Tamara Furman, speak to the group on The Art of Asking Great Questions.  In order to be truly effective as an executive, leadership or life coach, leader or consultant we must learn and practice the art of asking great questions.  Being curious, courageous and often a bit controversial are some of the key elements of this art.  As a group exercise, everyone in attendance provided their most effective go-to coaching question.  As a result, we came up with a list of questions that you may consider using in your coaching engagements.  Here is the full list of the questions we came up with:

  • What will success in this area look like?
  • What questions are you asking yourself?
  • How will this decision effect you in five years?
  • Would you be willing to go deeper than that?
  • How can I help you?
  • How did you arrive at this conclusion?
  • What would … look like or feel like for you?
  • What do you most need right now?
  • What is the impact of that?
  • What is your ideal outcome?
  • What (question) would your future self, who has already accomplished this, tell you right now?
  • What would you like to know, which you don’t know yet?
  • What does your inner-wisdom tell you?
  • Where is your pain right now in your business or management position?
  • Why are you in this business?
  • What motivates you to serve your clients?
  • What business are you really in?
  • How do you see this process working so that it’s most efficient?
  • What makes this difficult for you?
  • What is the impact of doing/not doing it?
  • What excited you the most about xyz?
  • What is most important to you right now?
  • How do you do your most clear and focused thinking?
  • What are you most proud of accomplishing since our last session?
  • Where would you like to go with that?
  • What is your animating passion? And how does that drive your philanthropy?
  • If you weren’t afraid (of failing), what would you be doing?
  • When/where do you feel most powerful?
  • How can you use what you learned in today’s session to forward your progress toward your long-term goal?
  • What are you making this mean about you?
  • Where else in your life have you noticed this happening?
  • How does that make you feel?
  • What is the benefit to … ?
  • What’s behind that?
  • What else?
  • Do you know this is true? What are other possibilities?
  • How can we best spend our time today?
  • How would you like to see/feel/hear/be?
  • How else could you introduce this theme in a manner that would grab the listener’s interest?
  • What led you to reach out to a public speaking coach?
  • Which question would you like for me to ask you next/now?

Our goal as an organization is to provide key value to our membership.

1/9/2017 – The Art of Asking Great Questions

Tamara Furman

Speaker: Tamara Furman, PCC, BCC, CPBA/CPMA

Program: The Art of Asking Great Questions

If you examined your professional conversations with your clients, what percentage of the time are you engaged in talking?  What are you saying when you are talking?  Are you providing advice, based upon your own experience, rendering your opinion on what you would do, or are you engaged in asking questions to help your client think things through and come to his or her own conclusions?  In order to be truly effective as an executive, leadership or life coach, leader or consultant we must learn and practice the art of asking great questions.  Being curious, courageous and often a bit controversial are some of the key elements of this art.  Coming from a place of “knowing” is one of the traps of being perceived as a tactical, technical expert rather than a strategic partner.  The International Coach Federation has established a list of core coaching competencies, some of which include: Establishing a Coaching Agreement, Establishing Trust and Intimacy with the Client, Coaching Presence, Active Listening, Powerful Questioning, Direct Communication, Creating Awareness, Designing Actions, Planning and Goal Setting, and Managing Progress and Accountability.  The art of asking great questions is in support of mastering each one of these.  Join us to learn more about this art and be prepared to practice and provide feedback to others during this interactive learning session.

  • Learn practical tips to shift your presence from “technical expert” to “strategic partner”
  • Understand and learn the art of asking great questions and what to do when you cannot think of a great question to ask
  • Learn how asking questions can truly differentiate you from others

Speaker Bio:

Tamara is the CEO and Co-Founder of the San Diego Leadership Institute, Inc., which supports leaders at all levels of development in the greater San Diego community.  San Diego Leadership Institute specializes in partnering with leaders who have great technical and/or functional area expertise and have an opportunity to strengthen their capabilities in the area of coaching others for optimal results, developing emotional and social intelligence to increase situational effectiveness, developing increased self-awareness in order to communicate more effectively and influence others, strengthening leadership presence and individual brand, navigating the transition from leading self to leading others or the transition to leading other leaders.  Her firm supports leaders and their teams with leadership development coursework facilitated by seasoned business professionals, executive coaching with ICF credentialed coaches who have significant business experience, team-building workshops that elevate connections and communication – led by certified professionals, and a wide-variety of assessment tools which elevate an individual’s self-awareness.

Tamara brings over 19 years of hands-on business experience as a senior executive, certified and credentialed executive coach, group/team facilitator, strategic OD/HR consultant, trainer, and entrepreneur.   She is passionate about partnering with successful leaders who have a desire to maximize their full potential, achieve remarkable results, and make a difference in the lives of those they lead.

Tamara has successfully helped private, public and non-profit organizations in a variety of industries.  She worked internally as a senior leader at SD Union-Tribune, SD Padres, AMN Healthcare, Hunter Industries, and finally as the Chief HR Officer at Search Optics.

Tamara obtained her coaching certification at the Hudson Institute of Coaching and went on to earn her coaching credential through the International Coach Federation (ICF).  She is a Board Certified Coach (BCC) through the Center for Credentialing and Education, Inc.  Tamara is a Certified Professional Behavioral and Motivations Analyst (CPBA/CPMA) and is certified as an Emotional Intelligence Coach.  She is authorized to administer, train and coach on several assessment tools, including Emotional Intelligence Bar-On EQ-i 2.0, EQ 360, TTI Success Insights TriMetrix DNA (DISC, Behaviors, Motivators, and Core Competencies), Insights Discovery, Meyers-Briggs Type Indicator (MBTI), FIRO-B, TKI Conflict Mode Instrument and Predictive Index.  Tamara graduated with her B.S. in Organizational Behavior from the University of San Francisco and is finishing her M.S. in Executive Leadership at the University of San Diego (expected May 2017).  She has served on the San Diego Professional Coaches Alliance Board of Directors as President-Elect (2015), President (2016) and is currently serving as Past President.  She also currently serves as President-Elect on the San Diego HR Forum Board of Directors.

To learn more, please visit:  www.sandiegoleadershipinstitute.com


12/12/2016 – Taking the Conversation Deeper: Listen, Talk, and Coach with Fierce Mindfulness

Speaker: Eric Klein

Program: The power of your coaching is determined by the depth of the conversations that you have with your clients. The deeper the conversation the more transforming the results. But, to go deep takes courage and skill.

In this program, we will explore and experience:

  • The three major obstacles that keep coaches from going deep (and what to do about them)
  • How to transform resistance into receptivity
  • Why disappointing clients is the key to building trust
  • How to use silence, stillness, and confusion as your allies


Speaker Bio:

Eric Klein is a leading voice in the movement to bring greater mindfulness to the workplace. He is one of the few people on the planet to be both a best-selling leadership author and lineage holder in a 5,000 year old yoga tradition. His work translates the wisdom traditions into practices and principles for people who want to bring greater spirit, meaning, and authenticity to their work and lives.

For the past 35 years, he’s worked with over 25,000 people in a wide variety of a wide variety of corporate settings: Fortune 500 companies, healthcare, municipal, governmental and non-profit organizations — as well as spiritual retreats and online meditation programs.

His book You are the Leader You’ve Been Waiting For: Enjoying High Performance and High Fulfillment at Work won a 2008 Nautilus Book Award as a world-changing book promoting positive social change and responsible leadership. He is also the author of the 1998 best-seller, Awakening Corporate Soul: Four Paths to Unleash the Power of People at Work (over 200,000 copies sold) and co-author of To Do or Not To Do: How Successful Leaders Make Better Decisions (2004) based on research and experiences with more than 200 companies. His signature online program The Mindful Team integrates neuroscience, behavior change technology and organizational change. Learn more at www.themindfulteam.com



Eric won a 2008 Nautilus Book Award for being a world-changing book promoting positive social change and responsible leadership.

He also the co-author of the best selling book Awakening Corporate Soul: Four Paths to Unleash the Power of People at Work (over 250,000 copies sold) and To Do or Not To Do: How Successful Leaders Make Better Decisions based on research and experiences with more than 200 companies.

11/14/2016 – Story Savvy: An Interactive Business Storytelling Workshop for Growing Coaching Skills

Speaker: Karen Dietz

Continuing Education Credits:
BCC CEU – 1.5 hours
ICF CCE – 1.5 Resource Development 

Business Branding Headshots by TRUE BLUE Portrait/TRUE BLUE Vision.

ProgramWhy Business Storytelling Matters Today More Than Ever Before

Storytelling is more than just a fad. It’s one of the most in demand and hottest business skills of the century to develop. Its influence and significance is acknowledged by the New York Times, Forbes Magazine, Harvard Business Review, Inc. Magazine, and Fast Company, just to name a few. In today’s distracted world, if you want enhanced client results, you’ve got to grab their stories to leverage them more effectively for their own personal transformation.

4 Startling Results of Storytelling:

  1. Connecting immediately
  2. Building trust and relationships
  3. Sliding past objections and resistance
  4. Shifting perceptions and inspiring others

During this 1-hour presentation, Karen Dietz, your business storytelling expert, shows you how to:

  1. Use specific coaching techniques and behaviors for listening the best stories out of people to get to the heart of an issue
  2. Employ simple triggers to easily evoke stories from others to get beyond client opinions and platitudes
  3. Easily bring storytelling skills into your practice

Presentation Objectives:

  1. Train coaches in specific story listening techniques as an efficient method for getting to the heart of an issue
  2. Train coaches in specific techniques to quickly and easily evoke stories from clients to gain a more accurate understanding and better information about an issue
  3. Have coaches experience how they can bring storytelling practices into their work
  4. Set up immediate action steps for taking action

Speaker Bio:

Karen Dietz is a veteran in business storytelling, and is one of the originals in the field. She represents the best in both academic training and the art of performance storytelling. Her motto says it all: “If you want results, just story it!” In working with stories, Karen draws on her know-how to provide practical experience, guidance, and Just Story It kits that get the job done. Her clients include Walt Disney Imagineering, NorthFace, Chase Manhattan Bank, Avery Dennison, Thrivent Financial, Veterans Administration, Cincinnati Chamber of Commerce, Just In Time for Foster Youth, and Princess Cruises. Recruited For The Dummies Series.

As a speaker and storyteller for business, John Wiley publishers recruited Karen for their Dummies series. In 2013 her deeply rich how-to book Business Storytelling for Dummies, full of hard-core examples, was published, quickly praised, and became a bestseller within a year. Steve Denning, when writing the book The Leader’s Guide to Storytelling: Mastering the Art and Discipline of Business Narrative (2005), asked Karen to contribute to the chapter on storytelling and values based on her years of work in the field. For 3 years Karen conceived and collaborated on a book with Lori Silverman, writing vital sections to Wake Me Up When The Data Is Over: How Organizations Use Stories To Drive Results (2006) where 70+ amazing companies participated. Since 2005, Karen is featured in a total of 8 books on business storytelling.

Karen has also created the world’s largest free online library of quality material on business storytelling at www.scoop.it/t/just-story-it. Join her 15,700+ followers for the resource that is used by businesses, story professionals, and educators world wide. Witness her in action as she opens up the San Diego, CA 2013 TEDx conference with her moving talk on the impact of story listening to change lives and companies.

Memorability: Bringing Cutting Edge Visual Storytelling To You

As an artist, Karen is not afraid to get her hands dirty with storytelling. Her office/art studio is actually an art gallery of Karen’s hand-dyed silk panels of crucial story principles that she uses in her work. A few clients even help create their own silk panel, representing their unique story. Memories are built and story principles retained long after a workshop ends.

In addition to her studio work, Karen works with JVA Art Group to bring a company’s stories to lobby and staff areas. These storied spaces visually bring alive a company’s values, vision, and heritage, which are all represented in original artwork and outstanding interior design. Karen Gets An “A” as an Author, Academic, and Artist

She received her Masters and PhD from the Department of Folklore at the University of Pennsylvania, where the department and was the most advanced place to study in the field when Karen attended. Her specialties were architecture and material culture. During that time Karen learned the power of storytelling plus the care and feeding of stories from a traditional Chippewa Cree sacred storyteller. As Karen moved from academics into the business world she continued being trained in the art of storytelling by internationally top ranked performance tellers. Her BA is in communication from Marietta College in OH, and she spent 3 years as a journalist.

Karen is also the former Executive Director of the National Storytelling Network, a national association of 2,400 performance storytellers. Her mission during those 3.5 years was to grow, develop, and expand the influence of storytelling. For 6 years she was also the Program Director, then Chair, of the Story in Organizations community of practice, which helped establish business storytelling as a field of work both here and abroad.

email: juststoryit@nullgmail.com
website: www.juststoryit.com


10/10/2016 – Unconscious Bias

Speaker: Michael Brainard

Continuing Education Credits:
BCC CEU – 1.5 hours
ICF CCE – 1.5 Resource Development

Program: “Unconscious Bias in the Coaching Process” Unconscious Bias is a neurobiological mechanism that is a form of social categorization which occurs outside of one’s awareness. Michael will discuss the origins and implications of unconscious bias and its impact on the coaching process, both from the coach’s perspective and the clients.

Unconscious Bias – Welcome & Purpose:

Unconscious Bias – How the Brain Tricks Us:

Speaker Bio:

Michael Brainard (MA, MS, PhD) brings over 15 years of experience as a management consultant, senior executive, executive coach, manager, entrepreneur, and researcher. Michael has worked with many executives and organizations across industries blending a strategic, behavioral, and experiential learning approach. Michael’s diverse background ranges from being a coach, to being a senior executive who has gone through coaching, from being a rain-maker to being the senior executive who must leverage talent, infra-structure and multiple stakeholders’ interests to produce business results, and from a board member of a non-profit to authoring multiple ‘for profit’ organizations’ strategic plans. Michael currently serves on the Board of Directors of Big Brothers Big Sisters, as well as Health Revenue Assurance Associates (OTC – BB).

Michael has experience as an executive coach, as well as asenior executive in a corporate development leadership role, in both a publicly traded consulting firm and a financial services firm. Michael’s educational background enables a unique understanding of psychological principles and positions him to facilitate growth in other business leaders. This combination of psychology and business has had an immeasurable benefit for Michael’s clients.

As a speaker, Michael has delivered keynote talks to such groups as the Association for Corporate Growth, PIHRA, SHRM, PCMA, OCEMA, and a variety of corporations. As a researcher, Michael has contributed to publications and presented his research findings on performance appraisal systems, telecommuting, and leadership development at a variety of professional organizations.

His recognized leadership abilities have extended from business ownership, research, and academic achievements. Through his confidential work with executives, Michael has become known for his ability to motivate and energize leaders from diverse backgrounds, identify potential areas of opportunity for business leaders, and take action to facilitate growth for his clients. Michael is currently involved in growing a business by way of leading Brainard Strategy, a management consulting firm focusing on organizational development, Leadership Development, Executive Coaching, and business strategy practices.

Client industries have included biotechnology, manufacturing, high technology, information services, consumer packaged goods (foods), financial services, telecommunications, and construction. Some of the clients who have benefited from the expertise of Michael Brainard are Louisiana Pacific, Beckman Coulter, Memorial Healthcare, Sequenom, Golden State Foods, Celanese, VMWare, Allergan, Experian, Goal Financial, McCarthy Construction, National Semiconductor, Conagra, Dell, Scripps, Baker Engineering, Qualcomm, Ericsson, San Diego Port Authority, and many others.

Michael received a BA in Psychology at the University of Delaware, an MS and his Ph.D. in Industrial Psychology at Alliant International University.

9/12/2016 – Coaching Your Clients to Take Action

Speaker: Yoram Baltinester

Continuing Education Credits:
BCC CEU – 1.5 hours
ICF CCE – 1.5 Resource Development   

Yoram Baltinester-300x300Influence is a necessary skill for coaches trying to build a robust coaching practice.  During this session, we will explore a fast assessment system that you can use to quickly identify the personality keys of a client’s motivation and tap into that information during the enrollment conversation.  There are many systems to increase your influence with others; however, this particular one is the simplest to follow and highly effective to use in real-time.  It provides you with immediate feedback on how to best communicate with and influence those you work with or meet in passing.

The benefits of attending this session include:

  • Identify, without the use of a formal assessment, a person’s value set and adjust your communication accordingly.
  • Become immediately and noticeably more effective as communicators.
  • Increase the effectiveness of client communication and interaction

About the Presenter:

Yoram has been a personal growth and professional development trainer and speaker for over 30 years.   He proudly proclaims to never teach something he hasn’t tried on his own.  Since age 17 he has been immersed in the world of high-tech and Information Technology.  For over a decade, he owned and managed his own technology company, which he sold in 2013 in order to focus his time on teaching and training.  Today, Yoram is a Transformational Sales Trainer and Executive Coach.  He founded Decisive Action Workshops, where he now delivers breakthrough learning experiences and long-term mentoring programs all around the world. For more information, go to http://www.DecisiveActionWorkshop.com/