Financial Management Coaching: Individual
Coach: Steve Jorgensen

What to expect:

  • Ideal for Directors or Executive Directors who are responsible for the financial management of theorganization.
  • Coach will work with the Client to assess their strengths and weaknesses as a CEO responsible formanaging the organization’s finances.
  • Client will develop a self-improvement plan for managing organizations finances.
  • Coach will review the organization’s current financial reports with the CEO and the organization’s key financial officer, making recommendations as to ways that they could be improved (as needed).
  • Coach will work with the CEO and the financial person to establish reasonable expectations for their ongoing communications and reporting.
  • Monitoring of progress.


  • Initial meetings followed by monthly calls to monitor progress.
  • Development of a self-improvement plan for CEO.
  • Development of a clear agreement of expectations and communications between the CEO and the financial officer.
  • Improved financial management skills for the CEO will be developed.