--- title: Insights (2) description: (2) --- [![Spinnaker Consulting Logo](https://www.spinnakerconsultinggroup.com/hubfs/spinnaker-logo.svg "Spinnaker Consulting Logo")](https://spinnakerconsultinggroup.com) [tel:804.510.0768](tel:804.510.0768) Menu - [Culture](https://www.spinnakerconsultinggroup.com/culture) - [Work](https://www.spinnakerconsultinggroup.com/work) - [Differentiators](https://www.spinnakerconsultinggroup.com/differentiators) - [Insights](https://www.spinnakerconsultinggroup.com/insights) - [Experts](https://www.spinnakerconsultinggroup.com/experts) - [Contact Us](https://www.spinnakerconsultinggroup.com/contact) # Insights (2) Filter By Practice Area: - [Data & Analytics](https://www.spinnakerconsultinggroup.com/insights/blog/tag/business-analytics-data-management) - [Risk Management & Regulatory Compliance](https://www.spinnakerconsultinggroup.com/insights/blog/tag/risk-management-regulatory-compliance) - [Customer Channels & Operations Management](https://www.spinnakerconsultinggroup.com/insights/blog/tag/customer-channels-operations-management) - [All](https://www.spinnakerconsultinggroup.com/insights) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_712360393-1-1024x405.jpg) Is Your Collections Department Prepared to React to the Next Hurricane or Weather Catastrophe? Sep 25, 2019 If your customer is in the throes of a major hurricane, is it the right time to attempt collections? Data & Analytics 4 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/collections-prepared-weather) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/MichelleKactic_Headshot.jpg) The Spinnaker Sit-Down: Q&A with FinTech Thought Leader Michelle Katics Sep 19, 2019 With our Spinnaker Sit-Down interview, we give you VIP access to industry influencers, thought leaders, and movers-and-shakers who share their unique insights and perspectives on industry issues, trends, and questions. This month we sat down with fintech thought leader Michelle Katics, CEO and Co-Founder of BankersLab and PortfolioQuest, the SaaS training platform “flight simulators” for bankers. A seasoned fintech leader, she’ll reveal the “hot topic” in fintech/credit risk right now, the industry’s biggest challenge, and what the industry will look like 10 years from now. Executive Leadership Coaching 7 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-fintech-michelle-katics) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_1065129737-1024x405.jpg) Agile Implementation in the Real World: A Look at 3 Outcomes Aug 20, 2019 When it comes to project management, it may seem like it’s “all Agile all the time.” Because right now it is. Agile is “the” buzz in project management. Even the Wall Street Journal recently jumped on the bandwagon. But, let’s be honest, Agile is not the answer to every question, nor the solution to every problem. Outside of the full-on “Agile is the silver bullet” approach, we see real-world Agile implementations that look quite different than the by-the-numbers textbook approach you may think is the only way to go. Customer Channels & Operations Management 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/agile-implementation-in-the-real-world-a-look-at-3-outcomes) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_784992079_blog-1024x405.jpg) How Do I Hire for Culture Fit? Aug 8, 2019 Got questions about trends, insights, and challenges related to Spinnaker’s areas of expertise? In this regular blog, we tap into our Spinnaker team of experts and do what we do best: Roll up our sleeves to find you the answers you need. In this installment “Ask Spinnaker,” we’re tackling a key hiring question all leaders ask themselves: Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-hire-culture-fit) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_447267904-1-1024x405.jpg) 8 Change Management Lessons from Spinnaker’s Growth Preparation Initiatives Jul 18, 2019 Spinnaker recently turned the tables and led our own internal change management project, unleashing a series of positive changes to position Spinnaker for continued growth. Rather than our usual focus on client work, we shifted gears and leveraged our team’s deep experience and knowledge to prepare Spinnaker to operate successfully at the next level. Here’s a peek behind the curtain at our own change management experience and the 8 change management lessons we have to share: Executive Leadership Coaching 4 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/change-management-lessons) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_1264045312_blog-1024x405.jpg) 6 Essential Elements of a Midyear Business Review Jul 2, 2019 Congratulations, you’re halfway through your year! Now’s the time you should be focused on your midyear business review, an essential check-in on — and check-up for — the goals you set in January. Your midyear business review is both a status update and a plan for the rest of the year. Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/midyear-business-review) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_1395322259_blog-1024x405.jpg) Take Action Now to Prepare Your Company for the Next Economic Downturn Jun 25, 2019 Is your company ready for the next economic downturn? Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/action-prepare-economic-downturn) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/shutterstock_386648416-1024x405.jpg) Do These 6 Things to Effectively Manage Remote Teams Jun 19, 2019 Today half of our U.S. workforce works remotely. That means when it comes to managing remote teams, businesses have to get it right to be successful. A recent study of remote workers, however, revealed 70 percent of remote workers feel left out. Clearly there’s lots of opportunity for improvement in helping remote teams thrive. Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/manage-remote-teams) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/group-around-a-team_blog-1024x405.jpg) What’s the Big Deal About Agile? Jun 3, 2019 Agile isn’t a “big bang” concept. It’s an evolution of what we’ve always done naturally — strive for continuous improvement and quickly learn from failure. Customer Channels & Operations Management 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/big-deal-agile) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/Bob_blog1-1024x405-1.jpg) The Spinnaker Sit-Down: Q&A with Risk and Compliance Expert Bob Birmingham May 22, 2019 With our Spinnaker Sit-Down interview, we give you VIP access to industry influencers, thought leaders, and movers-and-shakers who share their unique insights and perspectives on industry issues, trends, and questions. This month we sat down with Maquette Advisors Managing Partner Bob Birmingham III, a seasoned consumer compliance professional, to talk about changing the narrative about regulatory compliance, what you need to know today, and what’s on the horizon as we fast-forward 10 years. Executive Leadership Coaching 4 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-maquette-bob-birmingham) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/peopleatmeetingtable_242847928-blog-1024x405.jpg) Successful Meetings: What We’ve Learned From Thousands of Meetings May 2, 2019 Our Spinnaker team of experts knows a thing or two about meetings. In our careers, we’ve participated in, planned, and lead thousands of meetings. And over the years we’ve seen it all — the good, the bad, and the ugly. When we think about the #1 ingredient of successful meetings, we all have the same response: It’s all about the agenda! Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/successful-meetings-what-weve-learned) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/clockhands_blog-1024x405.jpg) Top Time Management Tips to Maximize Your Time and Get More Done Apr 17, 2019 We all have a full plate of to-dos and the same 24 hours each day to get it all done. Yet how is it that some people seem to get more done? Easy. They maximize their time. “Do more with less” is the mantra of the modern workplace. In order for you to do more in less time, you need to decrease distractions and be strategic about how you invest your limited hours toward your own goals and priorities. Executive Leadership Coaching 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/top-tips-time-management) ### [![](https://www.spinnakerconsultinggroup.com/hubfs/handandpeoplepuzzle-1024x405.jpg) Ask Spinnaker: When Is Staff Augmentation the Right Decision Versus Hiring? Apr 10, 2019 Got questions about trends, insights, and challenges related to Spinnaker’s areas of expertise? In this regular blog, we tap into our Spinnaker team of experts and do what we do best: Roll up our sleeves to find you the answers you need. In this installment “Ask Spinnaker,” we’re tackling a question all team leaders have asked themselves — and may be asking right now: Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-staff-augmentation) ### [Meet & Greet Teri Reibsamen: Spinnaker’s Operations Ally Mar 27, 2019 Meet a valued member of our Spinnaker team of experts: Consultant Teri Reibsamen. Spinnaker’s Operations Ally, Teri brings deep hands-on experience and a genuine passion for helping others to our group — both of which are hallmarks of our Spinnaker team of experts. Spinnaker News 1 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-meet-teri-reibsamen) ### [5 Productivity Takeaways from Gary Keller’s “The ONE Thing” Mar 6, 2019 If you could do just one thing to boost your productivity exponentially, would you? Of course you would! The challenge is knowing what that one thing is. Until now. In his bestselling book “The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results,” Gary Keller walks us through how to find focus for our most important work, leading to more productivity, more satisfaction—and more results. Executive Leadership Coaching 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/productivity-the-one-thing) ### [Getting Started: From Zero to Machine Learning Feb 27, 2019 If you see real value in bringing machine learning to your organization and you’re not sure how to begin, Spinnaker is here to help. Here’s a primer on what you need to know to take your organization from zero to machine learning. Data & Analytics 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/analytics-machine-learning) ### [9 Things You Should Know About Change Management Feb 13, 2019 We all manage change in our organizations every day. Whether your change is big or small, how effectively you’re able to manage that change depends on a variety of factors. To help you stack the change management deck in your favor, I’ll share what I’ve learned first-hand with this list of 9 things you should know about change management. Executive Leadership Coaching 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/9-things-change-management) ### [Beyond Super Bowl Sunday: 5 Super Bowl Lessons for Business Feb 5, 2019 This Sunday’s Super Bowl LIII featuring a win for the New England Patriots over the Los Angeles Rams really got us talking in the Spinnaker office. About the game, of course. But also about Super Bowl lessons on the field that have direct application to business success. Executive Leadership Coaching 4 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/super-bowl-lessons-business) ### [Ask Spinnaker: How Can I Set Better Business Goals? Jan 25, 2019 Got questions about trends, insights, and challenges related to Spinnaker’s areas of expertise? In this regular blog, we’ll tap into our Spinnaker team of experts and do what we do best: Roll up our sleeves to find you the answers you need. In this installment of our “Ask Spinnaker” blog, we’re tackling a question that’s a challenge for all of us right now: Executive Leadership Coaching 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-better-business-goals) ### [Investing in Thorough Audit Preparation Yields Better Outcomes Jan 11, 2019 How an audit begins is just as important as how it ends—in fact, it may be even more important. Investing in thorough audit preparation yields better outcomes, as well as a better experience overall. Customer Channels & Operations Management 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/audit-preparation-better-outcomes) ### [Metrics: Know What Matters and Measure What Matters Most Dec 27, 2018 Question: Is your organization staying busy with things that are keeping everyone busy, or is everyone working toward achieving your core business objectives? Data & Analytics 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/metrics-measure-matters-most) ### [Change Management: How You Respond to Organizational Change Is Essential to Your Success Dec 12, 2018 When it comes to organizational change, I like to compare change management to something legendary football coach Lou Holtz is quoted as saying “Life is 10 percent what happens to you and ninety percent how you respond to it.” Today organizational change is inevitable. Big or small, all organizations experience change. When it comes to change management, how you respond to organizational change is essential to your success. Executive Leadership Coaching 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/change-management-respond-change) ### [4 Common Data Quality Issues and How to Solve Them Dec 5, 2018 Data is at the heart of nearly everything we do in business. From hiring new people to determining future revenue to deciding on the right new product offering how we use data to make decisions drives business value. But what about the data itself? Decision-making is only as strong as the data you’re using. Data quality is essential. Data & Analytics 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/data-quality-issues) ### [Ask Spinnaker: How Do I Recruit Talent in Today’s Tight Labor Market? Nov 27, 2018 Got questions about trends, insights, and challenges related to Spinnaker’s areas of expertise? In this regular blog, we’ll tap into our Spinnaker team of experts and do what we do best: Roll up our sleeves to find you the answers you need. In this installment of our “Ask Spinnaker” blog, we’re tackling a question that’s a challenge for all of us right now: Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-recruit-talent-tough-market) ### [The Spinnaker Sit-Down: Q&A with Executive Coach Tommy Thompson Nov 19, 2018 With our Spinnaker Sit-Down interview, we give you VIP access to industry influencers, thought leaders, and movers-and-shakers who share their unique insights and perspectives on industry issues, trends, and questions. This month we sat down with executive coach Tommy Thompson. Executive Leadership Coaching 5 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-tommy-thompson) ### [Ask Spinnaker: How Do I Build a Thriving Remote Team? Nov 5, 2018 Got questions about trends, insights, and challenges related to Spinnaker’s areas of expertise? In this regular blog, we’ll tap into our Spinnaker team of experts and do what we do best: Roll up our sleeves to find you the answers you need. In this installment of our “Ask Spinnaker” blog, we’re tackling a question that’s also personal: Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-build-culture-remote-team) ### [AI or AIGT: Follow a Roadmap To Focus On AI “All In Good Time” Oct 10, 2018 AI — artificial intelligence — is all the rage in the world of business analytics. But, focusing on AIGT — all in good time — may serve your organization better, today and tomorrow. Developing and building an intentional analytics progression plan toward AI will not only help your organization now, it will make future jumps into AI and other emerging business analytics capabilities much easier. Data & Analytics 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/business-analytics-ai-roadmap) ### [The Spinnaker Sit-Down: Q&A with Data Scientist Howard Friedman Oct 2, 2018 With our Spinnaker Sit-Down interview, we give you VIP access to industry influencers, thought leaders, and movers-and-shakers who share their unique insights and perspectives on industry issues, trends, and questions. This month we sat down with data scientist Dr. Howard Friedman. Data & Analytics 5 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-howard-friedman-) ### [5 Ways To Make the Most of Your All-Team Meeting Sep 27, 2018 When you see your next all-team meeting coming up on your calendar, do you anticipate it with excitement or dread? Honestly, maybe it’s a little of both. Executive Leadership Coaching 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/make-most-team-meetings) ### [How To Fuel Better Decision-Making and Results with Business Analytics: Getting Started Sep 5, 2018 Do you know the difference between data and metrics? Data will do little for you until you transform it into the metrics that directly correspond with your firm’s imperatives. Leveraging those metrics to support and inform your decision-making process is what business analytics is all about. Ultimately, business analytics can help you grow faster, be more profitable, and improve nearly every function of your business, from call center operations to customer satisfaction, from marketing performance to product innovation — and more! Data & Analytics 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/business-analytics-getting-started) ### [Ask Spinnaker: How Do I Get the Most From Hiring Consultants? Aug 31, 2018 Got questions about trends, insights, and challenges related to Spinnaker’s areas of expertise? In this regular blog, we’ll tap into our Spinnaker team of experts and do what we do best: Roll up our sleeves to find you the answers you need. In our first-ever “Ask Spinnaker” blog, we’re tackling a question we often hear: Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/spinnaker-get-most-consulting) ### [5 Actions to Take Now to Ensure Year-End Success Jul 26, 2018 To avoid end-of-year surprises, take steps now to ensure year-end success for 2018. Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/5-actions-successful-year-end) ### [The 3 Cs of Personal Leadership Development Jul 12, 2018 We all know to be great leaders we need to be regularly investing in our learning and growth. Unfortunately, we rarely take the time to invest in our own leadership development, instead focusing on the leadership development of our team. Executive Leadership Coaching 3 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/3cs-personal-leadership-development) ### [You Can’t Manage a Secret: 4 Leadership Lessons from Ford’s Alan Mulally Jun 26, 2018 What would you do if your company was on track to lose $17B dollars this year? Executive Leadership Coaching 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/leadership-ford-alan-mulally) ### [Is the “Three Lines of Defense” Model of Compliance Suitable for You? Mar 7, 2017 If you’ve spent any time in the last ten years in or around compliance, you’ve likely heard about the “three lines of defense” (3LOD) model – business units are primarily accountable for compliance and are considered the first line; the compliance team is the second line, checking the work for the first line; and internal audit operates as an independent third line assessing the first two lines. While the model has been widely accepted (and in most cases expected by regulators), the approach has been gaining some critics. The growth of the FinTech industry has caused many to question how viable and applicable the 3LOD model is for smaller organizations. While the concept is solid, it’s time to adapt the model to account for the wide array of organizations now operating in Financial Services. Risk Management & Regulatory Compliance 2 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/three-lines-defense-model-compliance-suitable) ### [Align and Accelerate with "Visual Management" Feb 10, 2017 What if there was a simple tool that would enable everyone in your organization to be aligned to a common set of team goals and priorities? What if the same tool could enable the team to drive results faster and track progress? And if that tool were also easy to implement and maintain, we would have a winner on our hands! Fortunately, such a tool exists. It’s called visual management. Executive Leadership Coaching 1 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/align-accelerate-visual-management) ### [Why you need a "Planning Tollgate" Nov 27, 2016 Have you ever experienced that moment of frustration when you realize a project nearing final implementation does not meet your expectations? Everyone started on the same page, but somewhere along the way, the project team deviated from what you were expecting. Consider inserting a checkpoint, called a “planning tollgate”, to explicitly review and approve the project team’s proposed solution prior to the beginning of project delivery. Here are a few reasons why a planning tollgate makes sense: Customer Channels & Operations Management 1 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/need-planning-tollgate) ### [Three powerful questions every leader should be asking Sep 30, 2016 When I begin working with a new client or team, there’s one thing I listen for to give me an indication of how well the team delivers. The questions, or lack thereof, that the leader asks. To ensure consistent delivery, leaders need to be asking these critical questions on a regular basis: Customer Channels & Operations Management 1 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/three-powerful-questions-every-leader-should-be-asking) ### [How to gain momentum in a new role Sep 2, 2016 It’s amazing how quickly the honeymoon-phase ends as the realities of a new role set in. Before we know it, our calendars are packed with back-to-back meetings and are inboxes are over-flowing. However, starting a new role with the right approach and plan can greatly reduce stress…it might even catch the eye of your boss. Here are few things to think about as you transition: Executive Leadership Coaching 1 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/how-to-gain-momentum-in-a-new-role) ### [Keys for a less stressful regulatory exam Aug 5, 2016 An upcoming regulatory exam can strike fear into the heart of even the most confident and experienced business leader. And while there’s no trick that will make all of that anxiety go way, knowing what to expect when the examiners arrive on site can go a long way to alleviating your concerns. Here are a few steps you can take to better set you and your team up for a successful exam: Risk Management & Regulatory Compliance 1 minute read](https://www.spinnakerconsultinggroup.com/insights/blog/keys-for-a-less-stressful-regulatory-exam) Load More - Let's **Talk** - [804.510.0768](tel:804.510.0768) - [info@spinnakerconsultinggroup.com](mailto:info@spinnakerconsultinggroup.com) - [mailto:info@spinnakerconsultinggroup.com](mailto:info@spinnakerconsultinggroup.com) - #### Subscribe To Our Blog Like how we think? Subscribe to have our articles delivered direct to your inbox each month. **Headquarters:** [8000 Franklin Farms Drive, Suite 100, Richmond, VA 23229](https://www.google.com/maps?ll=37.60197,-77.545775&z=17&t=m&hl=en&gl=US&mapclient=embed&cid=10375661570052893047) ©2026 Spinnaker Consulting Group. All rights reserved. - [Privacy Policy](https://www.spinnakerconsultinggroup.com/privacy-policy) ![](https://px.ads.linkedin.com/collect/?pid=552770&fmt=gif)