stagen 2015 course catalog

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COURSE CATALOG 2015

STAGEN.COML E A D E R S H I P A C A D E M Y

T A B L E O F C O N T E N T SS T A G E N L E A D E R S H I P A C A D E M YLetter from the Chairman............................................................................................................................................................1Our Purpose, Our Business, Our Philosophy.............................................................................................................................2Our Facility....................................................................................................................................................................................4Our Team.......................................................................................................................................................................................6Our Guiding Principles..................................................................................................................................................................7Member Poetry...............................................................................................................................................................................8Our Guest Faculty..........................................................................................................................................................................9

I N T E G R A L L E A D E R S H I P P R O G R A M ( I L P )ILP Overview..............................................................................................................................................................................10ILP Informational Sessions........................................................................................................................................................1152-Week Program – Stagen Learning System.........................................................................................................................12Academy Member Testimonials...............................................................................................................................................14ILP Schedule..............................................................................................................................................................................16

L I F E L O N G M E M B E R S H I PPlaying the Long Game...............................................................................................................................................................19Benefits of Active Membership.................................................................................................................................................20Conversations with Masters.......................................................................................................................................................21Member Reunion.........................................................................................................................................................................23Quarterly Workshop Series.........................................................................................................................................................24A Day With Adyashanti.............................................................................................................................................................25Electives.......................................................................................................................................................................................27

M E M B E R S O N P U R P O S E Member Purpose Statements.....................................................................................................................................28 Member Purpose and Values.....................................................................................................................................30 Lineage.........................................................................................................................................................................32

L E A D E R S H I P R E S O U R C E SMember Poetry..........................................................................................................................................................................34Ten Effective Meeting Tips.......................................................................................................................................................35Ten Books to Read in 2015......................................................................................................................................................36Ten Insights for Meditation .....................................................................................................................................................38Metta Meditation.......................................................................................................................................................................40Sentence Stem Completion Exercise......................................................................................................................................42

THE ARENA AWAITS YOU

Welcome to our first-ever course catalog. It’s been years in the making, not because it was difficult to publish, but because we had to grow into it. The Stagen Leadership Academy was founded in 1999 by my partners Rand Stagen and Brett Thomas. Two wildly passionate guys who genuinely believed that they could positively change the world by helping leaders realize their full potential.

The early days were fueled by an intoxicating blend of idealism and sheer determination. And while deeply fulfilling, entrepreneurial passion alone was not enough to create a viable business. Eventually, our focus shifted to building a profitable and sustainable platform. One very tangible result of this shift is our very own training center featured in the pages of this catalog.

Perhaps not surprisingly, the move into our new facility coincided with a return to our more idealistic roots. We are increasingly clear about the work we feel called to do in the world: to engage and train leaders who are committed to the inspiring, and often messy, journey of deep inner work and long-term personal development.

The growing list of exemplary leaders and companies that have trained with us, have convinced us that we—all of us—can work together to positively impact the world and that business can indeed be a force for good. This dedication to making a difference helps keep us all in touch with the words of the anthropologist Margaret Mead, true to the spirit on which the Academy was founded 15 years ago, and true to the aspirations of our growing community today:

Regards,

RICK VOIRINCHAIRMAN

L E T T E R F R O M T H E C H A I R M A N

– Baruch Spinoza

“TO BE WHAT WE ARE, AND TO BECOME WHAT WE ARE CAPABLE OF BECOMING, IS THE ONLY END OF LIFE.”

“Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it’s the only thing that ever has.”

OUR PURPOSE

We exist to help business be a force for good.

OUR BUSINESS

The Stagen Leadership Academy was established in 1999. We train leaders who are committed to long-term personal development and using their organizational platforms for positive impact. Our members have access to a training facility in Dallas, Texas, an online library of proprietary content and tools, and a faculty of psychologists, executive coaches, and experienced general management professionals.

OUR PHILOSOPHY

In 387 BC, Plato established the first university in the Western world—he called it the “Academy.” He based it on the notion that each person has the potential for greatness born of self-knowledge. Inspired by this classical Greek approach, our training programs are designed to expand a leader’s capacity for self-awareness, intentionality, and influence.

OUR PURPOSE, OUR BUSINESS, OUR PHILOSOPHYOUR PURPOSE, OUR BUSINESS, OUR PHILOSOPHY | 32 |

The Stagen Leadership Academy is located on the edge of downtown Dallas in the Turtle Creek neighborhood. Our building sits on the Katy Trail and each of our training rooms looks onto the natural landscape of Dallas’ premier running and biking trail. Our multipurpose facility adapts for a variety of internal Stagen programs and is made available to our members for retreats, meetings, and special events. Our large training room (“Athena”) is complemented by a mid-sized boardroom (“Koso”) and a collaboration room (“Apollo”). The community foyer space is an ideal gathering spot to connect with Stagen faculty and Academy members visiting from around North America. Our vision is to provide an experience that reflects our commitment to community, learning, and hospitality.

COLLISIONSCREATE

CONNECTIONS

OUR FACILITY

OUR FACILITYOUR FACILITY | 54 |

BRETT THOMAS

JOHN FORMAN

LISA ANDERSON

MICHAEL MCELHENIE

BERT PARLEE

PEGGY O’NEAL

PAUL LANDRAITIS

MARYELLEN MYERS

RICK VOIRIN

LISA STEFAN

WES BLAIR

AALIYAH HAQQ

CINDY PLADZIEWICZ

NATHANAEL CHAWKINASHLEY DUFFEYRUPE PATEL

SCOTT BROWN

VID DEVA DEBBIE PAUL

PAM VAN DYKE

RAND STAGEN

SHELLEY EGAN

PRESTON HUND

JAY SWINDLE

THEA POLANCIC RACQUEL MCBAY

O U R G U I D I N G P R I N C I P L E S

D E D I C AT E Y O U R S E L FDemonstrate passion and commitment.

Take ownership, be consistent, and deliver results.Create value.

C U L T I VAT E R E L AT I O N S H I P SEngage stakeholders and build enduring partnerships.

Compassionately support and challenge each other in service of our collective success.Rise together.

A C T W I T H C O U R A G EFaithfully pursue long-term impact over short-term gain.

Accept responsibility, surrender attachments, and be willing to get messy.Lean in.

WA L K T H E T A L KRecognize that the world needs demonstration more than it needs instruction.

Get on the mat, practice, and maintain beginner’s mind.Deepen congruence.

L A U G H T O G E T H E RCelebrate each other and connect.

Have fun, share stories, and create memories.Spread the love.

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OUR GUIDING PRINCIPLES | 7

Beauty rises from this watertight basket.

A sweet song Breathing me:An ascending liltFreeing me.

Friend: Allow this music, this love, this day, this life . . .

To charm you.

BEN CASWELLSenior PartnerBannerCaswell ProductionsMember since 2009

OUR GUEST FACULTY

The Stagen Leadership Academy partners with recognized thought leaders and experts to expose our members to leading-edge thinking and thought-provoking topics. Guest faculty engage exclusively with members who have completed our Integral Leadership Program (ILP) to help promote a more advanced understanding of key leadership principles.

TIM LARKIN 2005 | Former Navy SEAL Trainer and Author, Globally Recognized Self-Defense Expert

JIM MARION 2006 | Author, Guide on Contemplative Christianity

GENPO ROSHI 2006 | Spiritual Teacher and Author, Zen Priest and Creator of The Big Mind Process

DIANE HAMILTON 2006, 2010, 2011, 2014 | Spiritual Teacher and Author, Zen Priest and Conflict Resolution Expert

BENJAMIN BLECH 2006 | Spiritual Teacher and Author, Rabbi and Jewish Scholar

MARK YOUNGBLOOD 2010 | Spiritual Teacher and Author, Leadership Transformation Catalyst

CINDY WIGGLESWORTH 2007, 2010 | Author and Lecturer, Thought Leader on Spiritual Intelligence

DAVID EMERALD WOMELDORFF 2007 | Author and Speaker, Personal Empowerment Coach

BOB KEGAN 2007 | Author and Harvard Professor, Authority on Adult Development

BILL TORBERT 2007 | Author and former Dean, Boston College, Thought Leader on Leadership and Organization Transformation

ADYASHANTI 2007, 2015 | Spiritual Teacher and Author, Dharma Teacher

MARK GERZON 2008 | Author and Advisor, Conflict Resolution Expert KEN WILBER 2008 | Philosopher and Author, Pioneer of Integral Theory BROTHER DAVID STEINDL-RAST 2008, 2010 | Spiritual Teacher and Author, Global Figure for Gratefulness and Christian Monk MICHAEL MURPHY 2008 | Author & Co-founder of Esalen Institute, Pioneer of the Human Potential Movement RICHARD STROZZI-HECKLER 2009, 2014 | Author & Teacher, Aikido Master and Embodied Leadership Expert MARC GAFNI 2006, 2011 | Spiritual Teacher and Author, Rabbi and Advocate for Evolutionary Spirituality

ROLLIE STANICH 2008, 2011 | Spiritual Teacher, Educator on Contemplative Christianity & Centering Prayer

TONY SCHWARTZ 2014 | Author & CEO of The Energy Project, Authority on Energy Management and High Performance

PETER BLOCK 2014 | Author & Consultant, Stewardship and Community Building Thought Leader

MEMBER POETRY

OUR GUEST FACULTY | 9MEMBER POETRY8 |

INTEGRAL LEADERSHIP

PROGRAM (ILP)

To learn more about the Integral Leadership Program (ILP), we invite you to join an informational session.

To register for a meeting or conference call, please email [email protected]

ILP OVERVIEW

ILP OVERVIEW

In today’s marketplace, the key to unlocking next-level performance is leader effectiveness. Each year, you invest time and capital in enhancing sales and marketing, operations, and technology.

W H AT A R E Y O U D O I N G T H I S Y E A R A B O U T Y O U RL E A D E R S H I P D E V E L O P M E N T ?

Any failure to perform in business is ultimately a failure of leadership. In times of increased competition and marketplace complexity, organizations with the best leaders come out on top. That’s why integral leadership practices are being embraced by many of today’s top-performing companies, including Zappos, LinkedIn, Whole Foods, Google, and others.

Finally, a comprehensive leadership development solution. Simply reading books and attending workshops does not measurably improve leadership performance. To achieve next-level success, a leader must have access to a comprehensive framework and an accountability system that drives sustained results and integration. The Integral Leadership Program (ILP) is a one-of-a-kind training, coaching, and support system that overcomes the limitations of conventional approaches to executive education. Drawing on the work of leading researchers, academics, and subject matter experts, the Stagen Leadership Academy has aggregated hundreds of books, articles, theoretical frameworks, and best practices into a world-class curriculum that represents the latest thinking available. Our proprietary methodology seamlessly blends in-person quarterly workshops, self-directed learning modules (print, interactive, audio, and video), one-on-one executive coaching, convenient phone-based teleclasses, e-learning, online accountability software, and actionable tools.

GREATNESS IS NOT A FUNCTION OF CIRCUMSTANCE. GREATNESS, IT TURNS OUT, IS LARGELY A MATTER OF CONSCIOUS CHOICE, AND DISCIPLINE.

– Jim Collins

ILP INFORMATIONAL SESSIONS

BREAKFAST SESSIONS

Tuesday, February 17, 2015

Wednesday, April 22, 2015

Tuesday, June 16, 2015

Tuesday, August 18, 2015

Tuesday, September 22, 2015

Tuesday, October 13, 2015

ILP INFORMATIONAL SESSIONS

ILP INFORMATIONAL SESSIONS | 11

LUNCH SESSIONS

Tuesday, January 20, 2015

Tuesday, March 17, 2015

Tuesday, May 19, 2015

Wednesday, July 15, 2015


Tuesday, November 17, 2015

INFORMATIONAL CALLS

Tuesday, January 27, 2015

Wednesday, March 18, 2015


Thursday, July 16, 2015


Thursday, November 12, 2015

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Q1 FOUNDATIONAL Q2 EXECUTION Q3 EMPOWERMENT Q4 PEAK PERFORMANCE

13-WEEK CYCLE 13-WEEK CYCLE 13-WEEK CYCLE 13-WEEK CYCLE

52-WEEK PROGRAM STAGEN LEARNING SYSTEM

Q1 Workshop

One-On-One Executive Coaching (6 sessions) Teleclasses (6 calls)

Q2 Workshop


Q3 Workshop


Commencement Workshop

Commencement Ceremony Lifetime Membership

Q4 Workshop


Interactive Discussion Forum Interactive Discussion Forum Interactive Discussion Forum Interactive Discussion Forum

WORKSHOPSHeld quarterly in Dallas, class members participate in a full-day training session to engage with the curriculum through experiential exercises and facilitated discussion.

ONE-ON-ONE EXECUTIVE COACHINGPhone-based coaching is offered to each participant for the length of the program; coaches support and challenge leaders to develop their talents and strengths while using the ILP’s practices and tools.

TELECLASSESPhone-based classes help deepen understanding of the material and strengthen leadership skills. Participants are broken into small groups to facilitate peer-to-peer interaction.

INTERACTIVE DISCUSSION FORUMClass members share their stories of implementing the ILP's practices and tools through email-based discussion groups.

COMMENCEMENT WORKSHOPThis workshop entails in-person training and is the culmination of the 52-week ILP journey. Participants share their experiences and their long-term vision and development plan.

COMMENCEMENT CEREMONYILP participants, their families, their nominators, and Stagen Leadership Academy members celebrate and share the impact of the past 52 weeks.

LIFETIME MEMBERSHIPThe ILP represents the first step in a leader’s journey to becoming more conscious. Post commencement, the Academy offers ongoing electives and additional programs to support lifelong development.

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QUARTERLY CYCLE

52-WEEK PROGRAM – STAGEN LEARNING SYSTEM 52-WEEK PROGRAM – STAGEN LEARNING SYSTEM | 1312 |

ACADEMY MEMBER TESTIMONIALS

“The Stagen ILP opened me to the concept of ‘beginner’s mind,’ which became my leadership mantra. From this mindset, I developed the capacity to better understand those around me and to generate results far greater than anything I could have imagined.”

KEN ADAMS, MDCOOSkilled Rehab SpecialistsMember since 2006

“The Stagen program unlocked my potential. I gained surprising clarity around what matters most to me. I learned how to open up more, share more, learn more, love more, commit more, let go more, and create more.”

RAFF VITONPartner and PresidentMaddock DouglasMember since 2009

“The Stagen ILP was a life changer for me. I signed up for the program not knowing exactly what I was in for. The practical benefits of the ILP far exceeded my expectations. But more importantly, the program helped me begin the journey of finding meaning in my life.”

ERIC BENNETTExecutive DirectorBrain Performance InstituteMember since 2004

MARC ROTHFormer President

Home Warranty of AmericaMember since 2011

“The ILP changed my life forever by helping me become aware of how my behavior is ‘in’ or ‘out’ of alignment with my core values. This shift has empowered me to continually grow as a father, husband, son, friend, leader, mentor, and fellow human being. The program truly turned out to be a transformative experience both personally and professionally.”

VERONICA LONDONOCOOAmerican LeatherMember since 2010

“When anyone asks me about Stagen, I tell them that I see my life ‘before the ILP’ and ‘after the ILP.’ Before the ILP, my life was out of balance, I was single, and I couldn’t run a mile. After the ILP, I’m in balance, I’m married with a beautiful daughter, and I have become a marathoner and tri-athlete. I finally found my path and my journey is only beginning.”

CHRISTOPHER CROW, MDPresident

Village Health PartnersMember since 2012

“The ILP was transformational and helped me get in touch with my deeper purpose. The one-on-one coaching provided the challenge and support I needed to shift out of my own fear, take responsibility, and use the gifts I have been given to make a difference. The post-ILP coaching and electives have been equally powerful, and I truly feel like I have found a community that I can learn with for years to come.”

“Stagen forced me to look in the mirror and see myself for who I really am (was). The ILP helped me dig deeper to discover that I have so much more potential to positively affect the world. My life, and those around me, will never be the same.”

RICK SAPIOCEO

Mutual Capital Alliance, Inc.Member since 2002

“Why would a busy business person choose to complete the Stagen Integral Leadership Program (ILP) three separate times over a 5-year period, and then stay active in the community? For me, it’s about fine-tuning my capabilities as a leader and engaging the accountability of the ILP, which is missing from other programs. The value far exceeds the price of admission.”

BILL VAN SKIKECOO

Precision PharmacyMember since 2011


ACADEMY MEMBER TESTIMONIALS14 |


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ILP SCHEDULE ILP SCHEDULE

ILP SCHEDULE

SPRING 2015 CLASSES

ORIENTATION DINNER Q1 WORKSHOP Q2 WORKSHOP Q3 WORKSHOP Q4 WORKSHOP WORKSHOP & COMMENCEMENT

Wednesday, February 11, 2015

Thursday, February 12, 2015

Thursday, May 14, 2015

Thursday, August 20, 2015

Thursday, November 19, 2015

Thursday, February 11, 2016

CURIE CLASS (FEBRUARY) Tuition $25,000

FALL 2015 CLASSES


Wednesday, September 16, 2015

Tuesday, December 8, 2015


Thursday, June 16, 2016



ALI CLASS (SEPTEMBER) Tuition $28,000



Thursday, April 23, 2015


Wednesday, October 28, 2015

Thursday, January 28, 2016


DA VINCI CLASS (APRIL) Tuition $25,000

Tuesday, October 13, 2015


Wednesday, January 13, 2016





ARISTOTLE CLASS (OCTOBER) Tuition $28,000

ILP SCHEDULE

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MEMBERSHIPLIFELONG

MOST PEOPLE OVERESTIMATE WHAT THEY CAN DO IN ONE YEAR AND UNDERESTIMATE WHAT THEY CAN DO IN TEN YEARS.

– Bill Gates

PLAYING THE LONG GAME Per the map below, our members represent a broad geography spanning across North America. Hundreds of companies, dozens of industries, thousands of employees. Within all this diversity lies one unifying principle: a commitment to playing the long game. In a world consumed with exit strategies and short-term thinking, our members differentiate themselves by embracing the power of what’s possible through time. It is our commitment at Stagen to attract the rare breed of leader who envisions the work to be done over a period of 10, 20, even 30 years. Those who think in decades, not years. Conscious Capitalists who recognize the power of indefinite time horizons and who feel called to use their organizational platforms for long-term positive impact.

PLAYING THE LONG GAME Per the map below, our members represent a broad geography spanning across North America. Hundreds of companies, dozens of industries, thousands of employees. Within all this diversity lies one unifying principle: a commitment to playing the long game. In a world consumed with exit strategies and short-term thinking, our members differentiate themselves by embracing the power of what’s possible through time. It is our commitment at Stagen to attract the rare breed of leader who envisions the work to be done over a period of 10, 20, even 30 years. Those who think in decades, not years. Conscious Capitalists who recognize the power of indefinite time horizons and who feel called to use their organizational platforms for long-term positive impact.

PLAYING THE LONG GAME | 19

BENEFITS OF ACTIVE MEMBERSHIP

BENEFITS OF ACTIVE MEMBERSHIP

JEAN HOUSTON – CONVERSATIONS WITH MASTERS

EMERSON COMMENCEMENT

JOHNSON COMMENCEMENT

BILL TOBERT – CONVERSATIONS WITH MASTERS

A DAY WITH ADYASHANTI*

RAJ SISODIA – CONVERSATIONS WITH MASTERS

KING COMMENCEMENT BUFFETT COMMENCEMENT

BOB ANDERSON – CONVERSATIONS WITH MASTERS COLUMBUS COMMENCEMENT

MEMBER REUNION

2015 KEY MEMBER ACTIVITIES

Participants of all ILP classes are granted “provisional membership” rights to the Stagen Leadership Academy. Upon ILP commencement, leaders are granted full access to the Academy and are encouraged to keep their membership “active.” Benefits of membership include invitations to the Conversations with Masters Teleseries, attendance at the annual Member Reunion, access to our training facility, and content on our new technology platform. An additional benefit is the eligibility to enroll in electives outlined in this catalog. The following pages summarize a year of key activities, electives, and special events. Every member is invited to fully engage in 2015 to support his/her individual development and promote a more thriving Academy community.

Thursday, January 29, 2015

Tuesday, February 10, 2015



Wednesday, June 3, 2015

Tuesday, July 21, 2015

Thursday, September 17, 2015

Thursday, September 24, 2015

Thursday, October 22, 2015

Thursday, October 29, 2015

Thursday, December 10, 2015

CONVERSATIONS WITH MASTERS

CONVERSATIONS WITH MASTERS

Our Conversations with Masters Teleseries is designed to expose members who have completed the ILP to inspiring thought leaders from multiple disciplines. Each quarter, we offer 90-minute calls using a highly interactive phone-based technology to promote Q&A and small group breakouts. All calls are recorded and made available to all active members as part of our evolving archive of interviews.

BOB ANDERSON | Thursday, October 22, 2015 10-11:30 AM CSTBob’s involvement in leadership began in college where his love for statistics and economics helped to highlight his ability to take complex ideas and simplify them. He created methods for leadership development that are powerful, tangible, and accessible. Early in his career, he was fortunate to have had Peter Block as his mentor and has since worked with the nation’s top companies. Bob’s thinking is around recognizing that leadership is a process of transformation to gain a deeper understanding of ourselves, the world, and our relationship to others.

JEAN HOUSTON | Thursday, January 29, 2015 10-11:30 AM CSTJean Houston, Ph.D., scholar, philosopher and researcher in Human Capacities, is one of the foremost visionary thinkers and doers of our time. She is long regarded as one of the principal founders of the Human Potential Movement. Dr. Houston has authored 26 books and has been advising leaders across the social, political, and business landscape for decades. Buckminster Fuller’s words say it all: “Jean Houston’s mind should be considered a national treasure.”

T H E 2 0 1 5 M A S T E R S

BILL TOBERT | Thursday, April 23, 2015 10-11:30 AM CSTBill’s passion lies in the application of integral and transformational concepts in leadership and organizations. He has worked with dozens of companies, nonprofits, and governmental agencies, and has served on numerous boards. After teaching at Yale, Southern Methodist University, and Harvard, he went on to serve as the Graduate Dean of the School of Management for nine years and director of the Ph.D. program in organizational transformation at Boston College.

RAJ SISODIA | Tuesday, July 21, 2015 10-11:30 AM CSTRaj Sisodia is co-founder and co-chairman in the global movement of Conscious Capitalism. He is co-author of the book Conscious Capitalism: Liberating the Heroic Spirit of Business, which ranked number two on the Wall Street Journal’s business best-seller list. He was recently cited as one of the “Top 100 Thought Leaders in Trustworthy Business Behavior.” Throughout his career, Raj has consulted with various industries and worked with companies like AT&T, LG, Sprint, Volvo, IBM, Ernst & Young, Walmart, and McDonald’s.

*Limited seating available; contact [email protected] to register

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MEMBER REUNION

JON ALTSCHULERFounding Partner

Altschuler and CompanyMember since 2003

MEMBER REUNION

There are three events every year I know I’m not missing: Christmas morning with my family, the Super Bowl with my friends, and the Stagen Member Reunion with my community. No matter who I spend time with or who speaks, the reunion is always a highlight of my year, and I leave challenged, refreshed, and fired up and ready to get after it.

MEMBER REUNION

Every December, our members have the opportunity to reconnect with their ILP classmates, engage with the broader community, and spend a day expanding their perspectives on leadership. The day includes several 5- to 10-minute keynotes delivered by members, experiential activities, and free time to inspire learning and foster connections. The December timing of the event also provides an ideal forum for annual reflection and visioning for the upcoming year. The Member Reunion is included with an active membership and our members have ranked this as one of the highest valued offerings of the year.

SAVE THE DATE

2015 MEMBER REUNION Thursday, December 10, 2015

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QUARTERLY WORKSHOP SERIES

The Quarterly Workshop Series (QWS) is the ideal elective for members wanting to stay connected to their ILP experience. Four in-person workshops per year, held at the Academy, are designed to drill and repeat ILP concepts and tools. No pre-work, no post-work, no structure in between workshops. The QWS helps members keep core content top of mind and reinforces ongoing practices within a manageable quarterly accountability rhythm. Participants, who represent classes going back to 2001, are provided with one piece of bonus content during each workshop.

Q1 WORKSHOP Q2 WORKSHOP Q3 WORKSHOP Q4 WORKSHOP


Tuesday, June 9, 2015


Wednesday, December 9, 2015

WORKSHOPS Tuition $7,500

QUARTERLY WORKSHOP SERIES

A DAY WITH ADYASHANTI

Presented by

Wednesday, June 3, 2015 8 AM–5 PM

*Limited seating available; contact [email protected] to register

&

24 | A DAY WITH ADYASHANTI | 25

ELECTIVES

C O R P O R AT E I L PAvailable to CEOs and presidents who have completed our ILP. A customized 52-week ILP designed to meet the needs of top executive leaders and the unique objectives of a single organization. This program provides an incredible opportunity to engage leaders from the same company to promote both individual and organizational development. Stagen works closely with the member to configure the ILP curriculum to ensure relevancy and cultural fit. The Corporate ILP is built on the familiar Stagen Learning System: workshops, teleclasses, coaching, an implementation plan, and a library of learning assets.

52-Week Program, up to 20 Leaders | Tuition: Contact Stagen for details

A D VA N C E D E X E C U T I O NAvailable to CEOs and presidents who have completed our ILP. Upgrade your leadership team’s capacity to achieve your organization’s goals more proactively, consistently, and with greater alignment. The 52-week Advanced Execution Program is built on the familiar Stagen Learning System from the ILP experience: worksessions at the Stagen Leadership Academy, teleclasses, coaching, an implementation plan, and a library of learning assets. However, in this program, your leadership team attends with you, and together you will learn practical execution tools and productive conflict practices from Stagen staff with real operating experience in mid-size companies.

52-Week Program, up to 10 Leaders | Tuition: $120,000

H U M A N P E R F O R M A N C E P R O G R A M ( H P P ) Available to companies whose top leaders have completed our ILP. The Human Performance Program (HPP) is designed to support individual contributors or managers from a single company to be in alignment and dynamic engagement with some of the practices from the ILP. The 12-week HPP is launched with a full-day workshop that introduces tools and practices through classroom discussion and experiential activities. Participants attend group coaching calls each week and attend a final workshop that results in deeper integration of the tools and practices. The program can be configured to meet the unique needs of any organization.

12-Week Program, up to 20 People | Tuition: $45,000

I N D I V I D U A L C O A C H I N GAvailable to leaders who have completed our ILP. Individual 6-month coaching programs are designed to provide support and accountability beyond the ILP. While each program builds upon ILP tools and practices, the Stagen member works with his/her coach to clarify a developmental vision and provide input on the design of a highly individualized program. Similar to the ILP, coaching sessions occur by phone every other week and email support is provided in between calls. In some cases, 360 assessments or more advanced post-ILP tools are utilized.

6-Month Program | Tuition: $7,500

ELECTIVES

ELECTIVES

Once a member has completed the ILP, he/she is invited to explore a growing number of ongoing electives. Typically ranging from six months to one year in length, electives are designed to build upon the foundation of the ILP. While some offerings are class and date specific, others can be customized and delivered exclusively for leaders and employees within a members’ organization.

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ON PURPOSEMEMBERS

MEMBER PURPOSE STATEMENTS


SUNNY VANDERBECKManaging PartnerSatori CapitalMember since 2003

RANDY EISENMANManaging PartnerSatori CapitalMember since 2004

Our purpose is to create, fund, and inspire businesses that elevate humanity.

BRIAN SCHULTZCEOStudio Movie GrillMember since 2010

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SATORI CAPITAL

STUDIO MOVIE GRILL Our purpose is to open hearts and minds one story at a time.

MARC BLACKMANCEOGold EagleMember since 2011

GOLD EAGLE Our purpose is to provide products that protect, preserve, and perform.

JOHN TOBINPresident of North America

Slalom ConsultingMember since 2012

BRAD JACKSONCEO

Slalom ConsultingMember since 2015

SLALOM CONSULTING

TERRY MONTESICEO

Trademark Property Co.Member since 2008

TRADEMARK PROPERTY CO.

DREW CLANCYCEOPCI

Member since 2002

PCI

Our purpose is to help our people, clients, and communities be amazing.

Our purpose is to be extraordinary stewards, enhance communities, and

enrich lives.

Our purpose is to help strengthen our nation’s colleges and universities.



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MEMBER PURPOSE AND VALUES

GREG MASSEYCEOFirst UnitedMember since 2004

MEMBER PURPOSE AND VALUES, FIRST UNITED

FIRST UNITED

MEMBER PURPOSE AND VALUES

MEMBER PURPOSE AND VALUES, INTERSTATE BATTERIES

Treat others like you’d want to be treated.

Lead with what people need.

Do great things with the gifts you’ve been given.

Learn, improve and boldly drive change that matters.

Be who you are and live up to your commitments.

Together, we’re better.

Work hard, laugh often.

To glorify God and enrich lives as we deliver the most trustworthy source of power to the world.

EXE9999_PurposeAndValuesAd.indd 1 10/27/14 3:46 PM

SCOTT MILLERCEO

Interstate BatteriesMember since 2015

INTERSTATE BATTERIES

Knowing What’s Right!We put God first, our family second, and our jobs third. We know we have unshakable faith.

We cherish family: our own, our bank family, and the families of others. We know family is our founda>on.

Living What’s Right!We hold each other to high standards; our ac>ons speak louder than words. We live with integrity.

We combine our individual talents to achieve high performance. We live as a team, succeeding together.

Sharing What’s Right!We meet others where they are and help them get where they want to be. We share life-‐long rela0onships.

We make a difference in the lives of others. We share our >me and our hearts with our communi0es.

Our Purpose!Our purpose is to help others find their path to success.!

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SCOTT CANONPresidentRanger Capital GroupMember since 2004

ERIC BENNETTExecutive Director

Brain Performance InstituteMember since 2004

CARTER TOLLESONPresident, Private Banking

Tolleson Wealth ManagementMember since 2009

KEN BEAMCEO

Pegasus Logistics Group, Inc.Member since 2005

GREG MASSEYPresident & CEOFirst United Bank

Member since 2008BRENT SNYDER

CEOCraebel Vanlines

Member since 2004

PETE CARLSENPresident

AIC VenturesMember since 2006

CURTIS HITECEO

Improving EnterprisesMember since 2011

MIKE BAUCUSManaging Partner

AIC VenturesMember since 2009

JOE HILLESHEIMPresidentAspire HR

Member since 2009

BRIAN COLLETTManaging Partner

Aspire HRMember since 2012

RAJ PATELPresident & CEO

Premier Hospitality Management, Inc.Member since 2010

MARK DAWSONEVP Financial ServicesMember since 2010

STEPHEN PHILLIPSChief Credit and Risk OfficerMember since 2011

SCOTT FLOWERSChief Banking OfficerMember since 2012

GEORGE CLARKSenior VPMember since 2013

MELISSA PERRINVP Corporate CommunicationsMember since 2014

BRYAN WANDELDirector of ITMember since 2015

MARK KOVACEVICHVice President

Improving EnterprisesMember since 2015

GARY BATTONChief

Choctaw Nation of Oklahoma Member since 2010

RYAN JOHNSONCOO

First American CommunicationsMember since 2015

First United

CHRIS THOMAS President

Pegasus Logistics Group, Inc.Member since 2008

LINEAGE

LINEAGE

Since 1999, the Stagen community has grown as a result of members nominating others who share a commitment to long-term personal development and using organizational platforms for positive impact. The result is an emerging lineage of leaders who share the experience of our Integral Leadership Program (ILP) and lifetime membership in the Stagen Leadership Academy. The cascading impact than can happen through time is illustrated below through Scott Canon’s lineage.

MARK SCHULTISExecutive VP

MarkitMember since 2011

MIKE SULLIVANPresident

The Loomis AgencyMember since 2009

KENNY ROBISONCEO

Crest IndustriesMember since 2013

CHRIS COOKFormer CEO

Sleep ExpertsMember since 2011

CHRIS KLEINERTPresident

Hunt Consolidation InvestmentsMember since 2014

WALT HUMANNPresident & CEO

OsteomedMember since 2014

DONNIE ROBERTSPresidentDIS-TRAN SteelMember since 2013

MARVIN VUELEMANPresidentBeta EngineeringMember since 2013

PAT BORDELONPresidentDIS-TRAN WoodMember since 2013

JOEY BAKERPresidentDIS-TRAN PackagedMember since 2014

SCOTT ROBISONVice PresidentMember since 2014

JOE BARESWILLControllerMember since 2015

Crest Industries

SCOTT STORMOENVice PresidentMember since 2014

LAUREL BOARDMANPartnerMember since 2014

Columbia Vista Corporation

HENRY EXALLPartner

Exall & Wood, PLLCMember since 2008

JULIE ONDRUSEKCOO/Director of Client ServiceMember since 2012

TINA TACKETT Executive Creative DirectorMember since 2013

MICHAEL TUGGLEChief Imagination OfficerMember since 2014

The Loomis Agency

LINEAGE32 | | 33

LEADERSHIP

RESOURCES

PAUL KANEMember since 2012

20 MonthsI stand before heaven not bent, not brokenproud and powerful

No genuflecting, no obeisance and nowno mystery

I raise my hands telltale signs of rebirth showing worldly stains of painwitness to my consciousness

A baptism by fire no flame, through loss only can one gainthat which does not kill strengthens

Awakened to the worlda Phoenix

Second birth bears witnessthat the mind is the only soul

Earth, not etherholds all, knows alltells only those who choose

MEMBER POETRY

TEN EFFECTIVE MEETING TIPS

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TEN EFFECTIVE MEETING TIPS

MEMBER POETRY

DON’T MEETConsider this: Don’t meet. Ask yourself, “Is this meeting really necessary? Can we accomplish the same objectives through email updates and then use regular rhythm meetings (see below) for necessary collaboration and problem solving?”

THE WAY YOU SHOW UP IN MEETINGS MATTERSAs a leader, your actions set the tone. Employees notice, your example spreads, and cultural habits get set. Consider every meeting an opportunity to “walk the talk” around meeting effectiveness.

INSTITUTIONALIZE RHYTHM MEETINGSAt times, ad hoc meetings are necessary. However, the most effective leaders strive to have 90 percent of internal meetings on a regular recurring rhythm. These “structural meetings” are purposeful, recur on the same day and time, and include a consistent group of attendees. Others can be invited to join on an as-needed basis.

DON’T SCRAMBLECommunicate the purpose and objectives of the meeting in advance and ensure attendees understand what preparation is expected. Use a written agenda, keep the meeting on track, and drive to results.

SCHEDULE 50-MINUTE MEETINGS AND START AND END ON TIMESchedule 50-minute meetings within a 60-minute time block. Start and end on time, thus allowing for restroom breaks and on-time transitions to the next hour of meetings.

USE GROUND RULESGround rules are basic, agreed upon guidelines that help attendees orient to meeting intentions and boundaries. Examples: phones off and laptops down, everyone participates, OK to call a time out, etc.

START EVERY MEETING WITH A CHECK-INLeading effective meetings is both a science and an art. Do a quick check-in with attendees to identify if anyone is distracted, not feeling well, or stressed. Empathizing with others can positively impact the group dynamic and improve the productivity of the meeting.

DOCUMENT DECISIONS AND ACTION ITEMSCapture and date key decisions for ongoing reference to minimize future confusion and/or conflict. Ensure execution accountability by documenting all committed action items and assigning them to a person with a deliverable date. CAPTURE OPEN LOOPS AND PARKING LOT ITEMS Keep your meetings on track by capturing a running list of open loops (issues to be resolved before the close of the meeting) and parking lots items (issues outside the scope of the current meeting that need to be addressed in future meetings).

IMPLEMENT A CLOSING PRACTICEReserving five minutes at the end of every meeting for a closing practice can deepen relationships and boost morale. Invite attendees to “check out,” share a take-away, or even offer appreciations to others in the meeting.

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TEN BOOKS TO READ IN 2015

MAN’S SEARCH FOR MEANINGViktor E. Frankl

THE HERO WITH A THOUSAND FACESJoseph Campbell

A ROAD LESS TRAVELEDScott Peck

MASTERYGeorge Leonard

THE POWER OF FULL ENGAGEMENTJim Loehr and Tony Schwartz

CONSCIOUS CAPITALISMJohn Mackey and Rajendra Sisodia

WHAT TECHNOLOGY WANTSKevin Kelly

THE SECOND MACHINE AGEErik Brynjolfsson and Andrew McAfee

THE END OF YOUR WORLDAdyashanti

DO THE WORKSteven Pressfield

TEN BOOKS TO READ IN 2015

– Joseph Campbell

“WE MUST BE WILLING TO GET RID OF THE LIFE WE’VE PLANNED, SO AS TO HAVE THE LIFE THAT IS WAITING FOR US.”

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TEN INSIGHTS FOR MEDITATION

DECIDE HOW LONG YOU WANT TO MEDITATEBegin with sessions between 5 and 20 minutes in length. Practice daily, even if for only 5 minutes. Continuity matters.

FIND A SUITABLE ENVIRONMENTFind a quiet environment where you feel suitably free from distraction and interruption.

CLARIFY YOUR INTENTIONSWhen beginning a session, clarify and commit to your intention for practicing this meditation. Generate your intention from your own kind heart.

POSITION YOUR BODYSit in whatever position suits you best (chair or meditation cushion), relaxed and alert, with a straight spine.

RELAX YOUR EYESGently close your eyes and then open them just enough for your vision not to be blurred. Gaze gently forward and then down at roughly a 45 degree angle.

FOCUS ON YOUR BREATH Relax your breathing, allowing it to be gentle and natural. Inhale and exhale through your nose as you guide your breath into your belly. Your belly will then expand and release with your inhalations and exhalations. Let it expand as you inhale and release as you exhale.

FEEL YOUR BODYRecognize and attend to your breathing by feeling its movements through your body. This awareness and experience of breathing is your anchor to being present. This meditation can be summed up as the vivid experiencing of present bodily sensations and the clear observation of mental process. Attend to both (body and mind) with an attitude of non-distracted, non-reactive care and curiosity.

OBSERVE YOUR THOUGHTSObserve whatever you experience with an attentive attitude of care and curiosity. As you observe these thoughts and feelings, relax your tendency to resist them, retain them, or react to them in any way. Allow thoughts and feelings to come and go, come and go. Thoughts and emotions are not the problem, and getting rid of them is not the solution.

VID DEVAReligious Scholar

Stagen Faculty since 2008

Without awareness, our life is driven by habit and reactivity. With awareness of our habits and reactivity, we develop the capacity for genuine choice. This choice establishes our life on the foundation of responsibility and freedom. Your responsibility is to be the craftsman of the one life that is truly yours to live.

TEN INSIGHTS FOR MEDITATIONTEN INSIGHTS FOR MEDITATION

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RETURN TO THE PRESENT MOMENT When you recognize your attention has wandered and/or become lost in distraction, then refocus again on your breath and bodily sensation in order to return to present moment awareness. Attend to whatever you experience with both a non-judgmental care and compassionate curiosity. This is especially important when you experience confusion, discouragement, or anxiety.

ENHANCE YOUR PRACTICE THROUGH TIMEKeep your meditation practice simple and natural. Don’t make it complicated. When upset, don’t avoid sitting. Hard as it may be, it is crucial to sit when difficulties arise. Our practice is about our life, and we practice forever. No one is able to finish this practice, and no one is exempt from its need. Continuity matters.

TEN INSIGHTS FOR MEDITATION

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The ego’s primary job is to convince us of our separateness. A metta meditation is a powerful practice for moving beyond identification with our egocentric self (“me”) to an identification with “us” and ultimately to “all of us.” This practice is meant to cultivate loving kindness and compassion for self and others. Use the four phrases in each group provided below to silently express your intentions in a heartfelt way. Feel free to repeat sections before moving on. You can also consider exploring variations for the recipients of your metta mediation.

May I be filled with love and kindness.

May I be peaceful and at ease.

May I be free of suffering.

May I be happy.

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May my family, friends, and co-workers be filled with love and kindness.

May my family, friends, and co-workers be peaceful and at ease.

May my family, friends, and co-workers be free of suffering.

May my family, friends, and co-workers be happy.

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May all people be filled with love and kindness.

May all people be peaceful and at ease.

May all people be free of suffering.

May all people be happy.

METTA MEDITATION METTA MEDITATION

METTA MEDITATION

Each move represents one’s identity, moving from an identification merely with “me” (egocentric) to an identification with “us” (ethnocentric), to an identification with “all of us” (worldcentric).

ME

US

ALL OF US

METTA MEDITATION

One of the core attributes of leaders who are members of the Stagen community is a commitment to caring about more than themselves. This progression to move beyond individual needs (“me”) to consider the needs of family, friends, and co-workers (“us”), and ultimately to consider the needs of every person in the world (“all of us”) represents an expanding shift in identity. This shift reflects the capacity for perspective-taking, thus enabling leaders to more fully understand reality as it is experienced by others. Ultimately, a leader can develop the versatility to shift between perspectives in an effort to better understand, motivate, and influence others.

“ T E L L M E W H AT Y O U C A R E A B O U T A N D I W I L L T E L L Y O UH O W B I G Y O U A R E . ”

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SENTENCE STEM COMPLETION EXERCISE

What I’m willing to be here is …One of the deepest insights I’ve ever had is …One of the ways I underestimate myself is …What I’m appreciating about you now is …What I’d most like to say right now is …One of the greatest compliments I’ve ever received is … In approximately three words, my philosophy of life is …What I’ve learned from you is …What I want to say before we end is …

START THE SECOND ROUND- Ring the bell, ask for silence, and repeat the instructions about the importance of staying with the structure.- Remind the groups to keep their answers to a single sentence (which may only be a few words).- Explain that the second stem starts with the person clockwise to the person who finished the last sentence stem.- Reiterate that each person should say the stem out loud and then complete the sentence in their own words. Invite the audience to notice the energy of the experience and keep momentum in each round. - Encourage your audience to pay close attention to what their group members are saying while, at the same time, being mindful of what they are sharing when it is their turn.- Ask the audience to take another deep breath. Read the second stem twice and the start the second round.

CONTINUE ADDITIONAL ROUNDS- Feel free to walk around during each round in an effort to connect with your audience. Pay close attention to the energy in the room and start each new round from wherever you find yourself at the end of a round.- Ring the bell, ask for silence, and reiterate the clockwise flow.- At this stage, groups will likely have traction with the process and should only be given additional stems (always reading twice) with each round. - As the facilitator, you can extend the time of rounds for stems that promote vulnerability, customize the order of stems, and even skip stems that might not feel appropriate for the audience. - Continue for up to 45 minutes using your judgment on the most suitable stems for closing the exercise.

DEBRIEF AS A LARGE GROUP

S E N T E N C E S T E M S

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Right now I’m feeling …I’m happiest when …The emotion I find most difficult to control is …When I think about the future, I see myself …When I’m in a new group, I ...When I enter a roomful of new people, I usually feel …When I’m feeling anxious in a new situation, I usually …I regret …What I’d like you to know about me is …

SENTENCE STEM COMPLETION EXERCISE

As a student of Ayn Rand, Nathaniel Brandon understood two important paradoxical principles. First, in expressing heartfelt feeling, sometimes “less is more.” Second, defined limits can often represent a “liberating structure.” Brandon’s Sentence Stem Completion Exercise invites individuals to explore authentic expression beyond their usual comfort zones, creating at once a safe and risky environment for exploration.

P L A N N I N G F O R T H E E X E R C I S E- This exercise is best suited for extended meetings or retreats to foster intimacy and deepen relationships.- Ideally, 30 to 45 minutes is allotted for this exercise. 15 minutes is a suggested minimum.- The Zenergy Chime—Solo, Mini—is highly recommended for changing rounds. It can be purchased at www.chimes.com

FA C I L I T AT I N G T H E E X E R C I S ETAKE COMMAND OF THE ROOM- Communicate the objective of the exercise. Clarify the amount of time that has been allotted and invite your audience to relax and engage in this exercise as a way to more meaningfully connect with others in the room.

BREAK THE AUDIENCE INTO SMALL GROUPS- Arrange participants into groups of three to six and have each group sit in a circle facing each other (free from tables or furniture). Clarify that there should be no side conversations or crosstalk during the exercise.

PROVIDE INITIAL INSTRUCTIONS- Have each small group identify a member who will go first; have that person raise his/her hand. - Explain that you are going to provide a sentence stem and that the first person in the group should repeat the stem and complete the sentence in their own words. - Illustrate with the following example: “I’m most engaged when (pause) ... I feel challenged.” - Explain that once the first person has completed the sentence stem, each member in the group should repeat the same stem and finish the sentence in their own words. Instruct them to take turns by going clockwise.

START THE FIRST ROUND- Explain that you are about to introduce the first sentence stem, clarifying that each round will last approximately one minute. Use your judgment on the exact time for each round, allocating less time for situations where there are only three people in each group and more time for deeper stems.- Announce that the round will end when they hear the bell (hit chime to demonstrate sound). Whoever is speaking should complete the stem and attention should be turned to the facilitator.- Remind participants that the round should continue to move without side conversations or crosstalk until the bell is rung. Re-emphasize that staying with the structure is important. - Clarify that after a full cycle of answers, the groups should continue repeating the same stem using new endings.- Some groups may cycle the same stem two or even three times before the bell rings.- Ask the audience to take a deep breath. Read the first stem twice and start the first round.

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– The Talmud

“WE ARE NOT EXPECTED TO FINISH THE WORK, NOR BE EXCUSED EITHER.”

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