Cowen Partners | National Executive Search + Consulting

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Board, CEO & CFO Services

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Board Services

When built effectively and run efficiently, corporate Boards are a strategic asset and a source of continuous competitive advantage. A Board with a portfolio of competencies and intellectual capital aligned with your organization’s toughest strategic and operational challenges will deliver the edge to drive continuous shareholder return.

 

Board Recruitment

With pressure on boards relentless and growing from shareholders, regulators, and the media — expectations are high. Proven top leadership is a powerful strategic asset, and there is no room for error in the selection of directors.

  • Analysis of required board competencies
  • Identify non-conflicting director candidates
  • Establish an appropriate timeline for the search

We work closely with Boards to understand strategy, culture, composition and the skills needed and then partner with our colleagues with deep industry expertise – including diversity, technology, and finance to identify the right candidate.

 

Board Succession Planning

Few events carry greater risk to shareholder value than a change of leadership. Boards that excel at board succession are prepared to meet future challenges without disruption. Cowen Partner’s approach includes:

  • Analysis of required board competencies
  • Development of director profiles to ensure gaps are filled and competencies are retained
  • Establish an appropriate timeline for board refreshment

 

Board Effectiveness

Boards that are recognized as being highly effective in their structure and makeup, oversight process, and culture and value have become the standard to which every board aspires. Cowen Partners’ Board Effectiveness Consulting practice uses a forward-looking process that is focused on the assessment and potential improvement of the board to meet that standard. Cowen Partners focuses on the following elements to accelerate the effectiveness of boards:

  • Strategic Alignment
  • Composition and Structure
  • Team Dynamics
  • Director Effectiveness

 

CEO Search Services

Guided by a client’s objectives we create an ideal CEO profile, against which we assess available candidates, also bench marking them against best in class CEO’s and research on the constellation of traits that correlate with success.

  • Analysis of required CEO competencies
  • Benchmark against best in class CEO’s
  • Establish an appropriate timeline for the search

 

CEO Succession Planning

Clients understand how important it is to be prepared. Our comprehensive approach is process and not event driven. We focus on identifying both internal and external sources of near term CEO’s who align with strategic objectives, and longer term on developing generations of internal successors.

  • Analysis of required CEO competencies
  • Focus on both near term and longer term strategic objectives
  • Identify both internal and external sources of viable candidates

 

Executive Compensation Analysis

Executive pay is under the spotlight like never before. Heavily scrutinized not only by company shareholders but also the media, employees, suppliers, and customers. Non-Executive Directors responsible for setting executive pay need access to experienced advisers who can provide the information, analysis, and above all the judgement to help them make the right decisions for their business to remain competitive.

  • Identify executive competencies and company objectives
  • Analyze available market data and industry standards
  • Calculate market average and compare to company objectives

 

CFO Consulting Services

  • Advisor to the Board of Directors
  • SOX/ FDICIA Financial Expert
  • IPO Preparation and Filings
  • Business Performance Evaluation(s)
  • Interim CFO, New CFO Mentoring
  • M&A Analysis and Transactions
  • Annual Strategic Planning
  • ALM Management and Strategy
  • Regulators and External Auditors
  • Create/ Implement a Capital Plan
  • Capital Investment Strategy

 

We work with leading organizations across the private and public sectors. Our scale, scope, and knowledge allow us to address problems that no one else can. We have deep strategic industry expertise as well as geographical reach. We are passionate about taking on immense challenges that matter to our clients and their stakeholders.

Our Consulting CFO’s create value and drive growth while bringing out the capabilities of client teams to fully participate in the process and lead the ongoing work. Our consultants strike a balance between a cultural fit and working with executive management, the supervisory committee and the board of directors.

Finding a “strategic” CFO capable of navigating the requirements and inherent risks of community banks and credit unions while driving growth, creating value and efficiencies can be a challenge. The increased demand of this unique skillset along with regulatory risk means full time strategic expertise may be cost prohibitive where the CFO position is focused primarily on the technical day-to-day accounting.

Serving on the board of directors of a company is a tremendous honor, but now it’s also a tremendous responsibility and comes with personal risks like never before. Due to legislation and regulations stemming from corporate fraud at Enron, WorldCom, and banks such as Buckhead Community Bank and Integrity Bank, board members are now under scrutiny, particularly their role in the oversight of financial reporting and corporate governance practices. Board members must be informed and engaged. Directors are charged to represent the interest of the company’s shareholders. Failure can result in damage to a person’s reputation and personal liability. The risks are not limited to directors of large public companies. Recent legislation applies to publicly held companies, but not-for-profit entities and other companies are increasingly held to similar standards.

 

Reasons to Engage a Consulting CFO

  • Full time, experienced   CFO’s are expensive  and hard to find
  • Our Billion+ experienced  CFO’s are available for your executive team
  • CFO’s create value, drive  growth and efficiency, understand operations, and mitigate risks
  • CFO’s wear many  hats, stretched thin  by growth expectations  and compliance
  • Accounting is not  finance, finance drives   growth while  accounting is  day-to-day
  • Interim CFO’s maintain  and create growth  opportunities while  preventing downtime
  • New CFO mentoring  prevents “rookie”  mistakes while providing a value add
  • In addition to the above, Cowen Partners offers a variety of high level interim and stop gap solutions for our clients.

 

Additional Staffing and Consulting Services Available

Cowen Partners maintains a multi million dollar payroll service to support the needs of large Clients. If you have any addition staffing, RPO or contractor needs, please do not hesitate to reach out. Our experienced staff have done everything from implementing entire recruiting teams and systems to building large temporary work forces.

Get in Touch.

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