work journal

Strategy workshop: American Bank Leadership Retreat, Round 3

November 20, 2023

I just finished facilitating a leadership for American Bank, a Montana-owned and operated community bank with locations in six Montana towns. I've been working with American Bank Montana since 2018, and this is the third leadership retreat I've led for this caring, smart, committed team. 

By now, they know when I show up, it’s time to dig in, think fast and get creative. And they always have a good time while they’re at it.

This year, I wove together exercises inspired by Liberating Structures and AJ&Smart to help the team align on challenges and opportunities, gather constructive feedback, and co-create new, mission-aligned ideas.

What an honor to help Tyler Erickson, the bank's VP of business development and marketing bring his best big ideas to life. And believe me, there are a lot of big ideas.

“When I’m with you, I pick up all the projects I otherwise just dream about,” Tyler told me just before the retreat. "These retreats were a big dream of mine, and they never would have happened without you."

I love that my work is helping people bring their dreams to life.

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