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Feb 03
Love87

March 2026: AI For Business Leaders

By Business Consulting, Strategy, Technology and Operations

David Nelms serves as a member of Warren Whitney’s management team of for-profit and not-for-profit clients. He works with firms in the areas of technology and operations, where he provides services ranging from strategic planning to ongoing management of teams and key initiatives.

Written by David Nelms

The use of AI in small to medium-sized businesses is increasing and will soon become a necessity. If you are a business leader in the early stages of integrating AI into your organization, read on to explore several key concepts and examples of how to implement different tools.

As a note, and in the spirit of transparency, I used AI to help draft this article. The value was not in having the tool “write” the piece, but in using it as a thinking partner. I started by outlining the structure and key ideas, then worked through the draft conversationally by asking it questions, refining language, and pressure-testing my thinking along the way. For business leaders, this is where AI can be most effective: not as a replacement for judgment or experience, but as a tool that clarifies ideas, speeds up iteration, and improves the quality of the final output.

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Apr 16
Love87

April 2025: The Value of Vulnerability

By Business Consulting, Strategy


Stephanie Ford is a director of Warren Whitney and is responsible for Business Development. Stephanie has more than 20 years of diverse client experience, including manufacturers, financial services, distributors, professional services, real estate, and nonprofits.

The Value of Vulnerability: Authentic Leadership in the Workplace

Written by Stephanie Ford

Vulnerability. It’s a word that can evoke discomfort, particularly in professional settings. Yet, when approached with intentionality, vulnerability can be the cornerstone of authentic leadership and a catalyst for fostering trust, creativity, and resilience in the workplace.

Do you remember Jerry Seinfeld’s observation that at a funeral, most people would rather be in the coffin than deliver the eulogy? As humorous as it is, that quip reveals a deeper truth: being vulnerable, whether in public speaking or expressing emotions, can feel daunting. But why?

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Aug 21
Love87

August 2024: Succession Planning; Part II

By Business Consulting, Strategy, Succession Planning


Board Development, BoardSource Certified Governance Trainer

Written by: Katherine Whitney

Our July newsletter focused on what should be an ongoing succession planning effort to develop the next group of potential leaders for your organization. That is a central part of ensuring smooth transitions in leadership so that, when changes occur, the organization can have a smooth transfer of job responsibilities.

But “what if?”  What if someone in a key position leaves without notice either permanently or for an extended period without a successor in place? There can be many reasons for this, and the organization can suffer regardless of the reason. The following are five steps that you should take in advance to help your organization navigate an unexpected transition.

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Jan 24
Love87

January 2023: Strategic Planning for Businesses

By Business Consulting, Strategic Planning NonProfit, Strategy


Stephanie Ford is a director of Warren Whitney and is responsible for Business Development. Stephanie has more than 20 years of diverse client experience, including manufacturers, financial services, distributors, professional services, real estate, and nonprofits.

Strategic Planning for Businesses: prepare for the future

The most important investment in your business this year!

By: Stephanie T. Ford

The start of a new year often has us reflecting on the past and thinking of goals for the year ahead. Similarly, as leaders of organizations, the beginning of the year is a time to assess and plan for the future. Naturally, this may have you thinking about a strategic planning process for your company.

Strategic Planning can provide several benefits even for small to mid-size organizations or privately held companies. By defining a clear vision and mission, it can help to put everyone on the same page. I have seen how this can be a unifying and motivating exercise, which helps to foster a good culture and employee retention. It builds engagement and buy-in, which is beneficial in supporting teams to work together towards common goals by creating goals, strategies, and tactics together. Strategic Planning can also be a way to communicate vision internally to motivate existing employees and externally to attract new workers and help coalesce support from potential funders, investors, vendors, and even perhaps new clients.

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Jun 17
Love87
Board Development, BoardSource Certified Governance Trainer

June 2022: Good Boards Make a Difference

By Board Development, Strategic Planning-Privately Held

Good Boards Make a Difference- How to go beyond the basics to be exceptional

By: Katherine Whitney

Many good articles cover a Board’s roles and responsibilities and why Board members need to take those responsibilities seriously.[1]  However, exceptionally effective Boards go beyond the basic expectations. Those Boards support and strengthen the CEO by collaborating to help improve Board-related processes.

One particularly excellent CEO explained she believed in setting such high standards because her Board did and that her first Board Chair had trained her well. There can be many ways that a Board provides exceptional support. This article considers three – meetings, communication, and leadership provided by deep thinking – that are basic but often overlooked if Board members just accept the status quo.

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Oct 22
Love87

October 2021: To Zoom or not to Zoom

By Strategy

To Zoom or not to Zoom- Balancing relationships vs. efficiencies in post-covid meetings

By: Katherine Whitney

Eventually, we will work our way through Covid and Delta, and they will be in our past – but Zoom and other video conferencing options are here to stay.  So “to Zoom or not to Zoom; that is the question.”  No doubt, we’ll spend years trying to figure that out.  Video conferencing is certainly the time-efficient approach to almost every meeting, but it’s not always the best approach.  Here are some considerations:

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Jun 24
Love4

June 2020: HOW CAN YOUR BUSINESS BENEFIT FROM A FRACTIONAL LEADER?

By Business Consulting, Finance & Accounting, Human Resources, Strategy, Technology and Operations

HOW CAN YOUR BUSINESS BENEFIT FROM A FRACTIONAL LEADER?

And steps to find the right firm. 

For those not familiar with the concept of fractional leadership, it is an efficient and cost-effective model for businesses to outsource functions when they do not have the expertise in-house or are going through a transition. This form of leadership offers an objective perspective and can guide businesses when faced with challenging decisions. Their role is to become a trusted advisor, lead through change, and offer unbiased advice.

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May 26
Love4

May 2020: RETURN TO WORK STRATEGIES

By Business Consulting, Finance & Accounting, Human Resources, Strategy, Technology and Operations

RETURN TO WORK STRATEGIES – How to navigate and protect your business for a smooth transition.

 As Virginia starts a phased reopening by easing “stay at home restrictions,” businesses need a well-thought-out transition plan.  Your plan should take into consideration not only your employees’ and customers’ health and safety, but also fiscal stability, strategic direction, and technology. This multi-layered plan must address regulations, the environment, and internal communications as well as the emotional well-being of your employees. Flexibility is critical, and your business will need to be positioned to respond to a changing landscape as the situation evolves.

When devising your plan, consider these pieces of advice from our team in the 4 areas we serve our clients.

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Aug 05
Love2

August 2019: Preparing for the Next Gen of Nonprofit CEOs

By News, Nonprofit, Strategy

Contributor: Katherine Whitney, Warren Whitney Co-Founder and Director

Preparing for the Next Gen of Nonprofit CEOs

As organizations change, we will see many opportunities for new nonprofit CEOs. If you are part of the leadership of a nonprofit, there are steps you should take. Alternatively, if you are outside of the field and want your career path to lead to becoming a nonprofit CEO / Executive Director, you also should be preparing.

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