Session Presenters
Dr. Julie Bell
Director, Leadership Advisory
Chartwell Partners
Scott Petty
Managing Partner
Chartwell Partners
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About the presenter
Presented by
Dr. Julie Bell
Director, Leadership Advisory
Chartwell Partners
Dr. Julie Bell is director of leadership advisory at Chartwell Partners. The firm’s suite of leadership advisory services include succession planning, executive assessments, board advisory, and executive coaching. Dr. Bell brings a 25-year track record of partnering with organizations and individuals in their quest to maximize performance.
As an entrepreneur in her early career, Dr. Bell worked with a variety of individuals, teams, and organizations to improve their mindset through principles she developed to help her clients deliver their best performance when it matters most. She is routinely featured as the keynote speaker at many conferences, offsites, and leadership development events.
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About the presenter
Presented by
Scott Petty
Managing Partner
Chartwell Partners
Scott Petty is managing partner at Chartwell Partners in the Dallas office. He leads the firm’s financial services practice serving bank, mortgage, wealth management and real estate clients across the country. Mr. Petty has established a successful track record as an executive search consultant recruiting senior executives and board directors for small and mid-cap public and closely held private companies.
Prior to joining Chartwell in 2009, Mr. Petty spent over a decade between his tenures with Heidrick & Struggles and Spencer Stuart. Over the course of his time with each firm, he led search practices in banking, real estate and broad financial services.
Lunch & Learn Session 5: Aligning Bank Board and Executive Leadership in Challenging Market Times
With director and CEO retirement at an all-time high, is your bank proactively seeking leaders and board members with the capabilities aligned to your bank’s strategic plan? This session discusses the key skill sets needed in the board and C-suite to thrive and remain independent. Participants receive Chartwell’s proprietary board skills matrix and succession planning model.
Session Resources
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Session Presentation
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Succession Planning With Confidence
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Is Your Backup Ready? CEO And The Backup Quarterback