Financial Planning and Investment Advisory Company

For the client advisory board of a financial planning and investment advisory company, Conbrio designed and led several meetings.  Financial planning and investment advisory is an extremely competitive sector with little opportunity to differentiate service. Using processes and tools for facilitated focus groups, Conbrio led client advisors through several exercises revealing how the company could differentiate itself in the market …

Honduras Threads

For 15 years Honduras Threads has worked with up to 70 women in communities on the rural outskirts of Tegucigalpa, the capital city of Honduras.  In doing so, Threads has sold and returned nearly $400,000 to members in five cooperatives and, more important, helped to build dignity and self-respect among co-op members. Conbrio’s Managing Principal Bill Bancroft led many of …

St. Philip’s School and Community Center

For St. Philip’s School and Community Center in Dallas, Conbrio led an organizational design project for the organization’s executive director, board chair and staff. As the organization has expanded and begun to focus on capital campaigns and redeveloping parts of the neighborhood boarding St. Philip’s, so has the responsibilities of the executive director. So much so, the executive director found …