About Herb Stevenson

Business Owner: 1985 - Present

Independent

President/CEO Cleveland Consulting Group Inc.,
a Native American and USMC veteran owned firm.

Minority Owner

1985-2000: Executive Vice President, Young & Associates, Inc., Kent, Ohio.
A subchapter S, Management Consulting corporation employing approximately 25 professional and staff personnel.

Planner

Designed and implemented current corporate structure of three divisions: Consulting, Training, and Product.
Designed, developed, and implemented a national training program being used by over 10% of the banks in the country.
Designed and developed a national direct mail product division selling video tape, computer software, and printed materials.

Consultant: 1985 - Present

Executive Coach: 1985 - Present

Coach executives and board members in strategic issues related to long term planning processes as well as in day-to-day operating procedures.
Provide insights in executive and board processes to enhance relations by and between respective individuals, such as settling disputes between Board Chairs and the CEO.
Coach and consult executives and boards in the turnaround of failing financial institutions and in the management of regulatory relations.
Coach management consultants seeking to enhance/change their consulting focus or image, as well as how to return to industry from external consulting.
Develop executive talent as part of grooming for new positions as well as for long term succession planning.

Diversity Initiatives: 2004 - Present

Support organizations in the design and implementation of diversity and management and inclusivity initiatives.

Turnaround Specialist: 1985 - 1996

Developed Turnaround Action Plan concept for financial institutions failing and/or under government enforcement action. Successfully completed turnarounds in nine financial institutions. Focus included the following:

Assessed the financial institution, including board, management, and key employees, and developed action plans based on the strengths and weaknesses of the bank and the requirements of the enforcement agreement;
Utilized the available resources and provided training or recommended hiring according to the needs of the financial institutions, including the board, management and employees.
Managed attitudinal and perceptual changes required to endure the corrective actions of the enforcement agreement; and
Provided specialized services such as complete policies balanced between the practical needs of the bank and industry standards, capital plans, compliance programs, board policies and training, contingency planning.

Trainer: 1978 - Present

Professional Training

2000- Present: Faculty Member of Gestalt Institute of Cleveland

Center for Clinical Practices
Gestalt Training Program
Advanced Group Program
Two Person Systems in a Relational Field
Groups and Small Systems in a Relational Field
Center for Executive & Organization Development
Becoming a n Effective Organizational Intervener Intensive
Program (International)

2003- Present: Faculty Member of Cleveland State University

Diversity Management Certification and Master’s degree Program

2006 - 2009: Faculty Member of College of Executive Coaches

Certifying organization for executive coaches

2003 -Present: Natural Leadership

Founded the Natural Passages nature-based leadership program. National coverage with expansion into Norway in 2006.

Group Facilitator

2000 - Present Gestalt Institute of Cleveland,
Men’s Circle, Cleveland, Ohio

Bank Trainer

1985 - 1996: Developed an internal training program covering all aspects of banking.

Conferences:

2008—: Conference at Organization Development Conferences
1985 - 1996: Developed and presented seminars for conventions, mid-Winter meetings, and conferences for such organizations as:Bank Administration Institute, Independent Bankers Association of America, Community Bankers Associations of Ohio, Illinois, Indiana, Georgia, North Dakota, Nebraska, Iowa, and Florida

Banker: 1978 - 1985

Management

Western Ohio National Bank & Trust Co., Covington, Ohio-Vice President. Managed all areas of a bank, including the following:

Five offices, including 72 employees and 5 ATMs, Trust Department, Loan Department, Customer Service Area, Salary Administration and Bank Operations.
Opened and closed branch offices, including all logistics and personnel matters.
Established bankwide policies and procedures, including board of directors, executive management, lending, collections, loan review, compliance, contingency planning, investments, asset/liability management, and security.
Member of the Owl Electronic Banking Network Executive Committee for three years establishing network policy for 60+ financial institutions, savings & loans, and credits unions and managing advertising budget.
Member of Advisory Board for American Institute of Banking, Edison State College for three years.
Member of Advisory Board for Financial Institutions Group, Upper Valley Joint Vocational School for three years.

Education

Undergraduate & Graduate Schools
	Wright State University, B.A., Economics and Communications	1977
	Cleveland State University, M.A., Organizational Psychology with Diversity Specialization	2001

Gestalt Institute of Cleveland: Center for Clinical Theory & Practice
Training Programs	Post Graduate Training Program	1997-99
	Working With Groups	1999
Workshops	Healing Tasks with Survivors of Abuse	1997
	Introduction to Resistance	1998
	Working with Resistance	1998
	Collaborative Management of Conflict	1998
	Voice of Shame	1999
	Finding Our Sons	1999
Gestalt Institute of Cleveland: Organization & Systems Development Center
Training Programs	Becoming a Better Intervener	1999-2000
Workshops	Polarities of Power	1997
	Organizational Resistance	1998
	Interpersonal Interaction	1998
	Managing Conflict in Groups	1999
	Advanced Group Work: Design Skills in an Organizational Setting	2000
	Coaching	2001

	Case Western Reserve University---Weatherhead School of Management Appreciative Inquiry: The Revolutionary Methodology for Positive Organizational Change	2002
	Harvard University—Bob Kegan & Lisa Lahey Train the Trainer Program for Immunity to Change	2005
	Harthill—Dr. William Torbert Leadership Development Profile training	2009
	Dannemiller/Tyson, Atlanta, Georgia Whole Scale Change	2009
	ChangeWise—Dr. William Joiner Leadership Agility Coaching LA 360 Certification Training	2009
	Tuck Executive Education at Dartmouth: Leadership and Strategic Impact	2010

Certifications

National Training Laboratory—Bethel Maine	Certified Diversity Professional (CDP)	2001
CPP—California	Myers-Briggs Type Instrument 2003 Firo-B/Business California Personality Inventory Thomas-Kilmann Instrument Strong Inventory	2003
HayGroup— Boston Massachusetts	Daniel Goleman 360 Emotional Competency Inventory	2003
Immunity to Change—Boston, Massachusetts	Bob Kegan/Lisa Lahey Model	2005
Center for Creative Leadership—Greensboro, North Carlina	Developing Leadership Training/360 by Design Executive Inventories.	2006
College of Executive Coaches—Pismo Beach, California	Certified Professional Coach (CPC)	2007
Harthill—Boston/London	Leadership Development Profile Certification	2009

Member/Participant

Academy of Management
Gestalt Institute of Cleveland
Native American Heritage Association
American Indian Education Center—Board of Trustees
Organization Development Network
Organization Development Connection
International Coaching Federation

Recipient

United States Marine Corps:	Platoon Honor Man	1972
	Series Honor Man	1972
	Blues Award	1972
	Leatherneck Award	1972
	Two Meritorious Promotions	1972-73
Freedom's Foundation Valley Forge, Pa.	George Washington Medal of Honor Award	1973
Danforth Fellowship	Nomination	1976
Who's Who	American Colleges & Universities	1974-75
	Midwest	1984-10
	America	1997-10
	World	1984-10
	Industry & Finance	1984-10
	Emerging Leaders	1990-00
	In American Law	1992-10
	In American Education	2002-10
International Biographical Centre, Cambridge, Great Britain	Men of Achievement	1985-89
	International Who's Who of Intellectuals	1987-96
	International Leaders in Achievement	1987-96

Publications

Management Books	Executive Management Guide to An Effective Board of Directors	1990
	The Board of Directors	1990
	Insider Lending	1990, rev. 1992
	Insider Conduct	1990
	Investment Management	1990, rev. 1992
Regulatory	Community Reinvestment Act	1990, rev. 1992
	Equal Credit Opportunity Act	1990
	Home Mortgage Disclosure Act	1990, Rev. 1992
	Regulatory Management Deskbook	1991
	Fair Housing Deskbook	1992
Recent Articles	Gestalt Coaching, OD Practitioner	2006
	Gestalt Coaching, Career & Adult Learning Journal	2007
	Paradoxical Theory of Change, Gestalt Review	2010

A collection of Herb Stevenson's writing can be found at www.herbstevenson.com.

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