See Shannon Speak

Speaking

My day job involves coaching and training companies who want to prioritize their human capital and invest in having engaged employees that will drive business growth and sustainability. I’m passionate about helping clients create an optimal work environment and development opportunities for their talent to bring their best to those they serve: the company, their team, and their clients.

I love sharing that passion with the broader business community as well. I am proud to be an experienced speaker and thought leader in the human capital and talent management space. In the past, I’ve had the opportunity to present on topics that include emotional intelligence, employee engagement and the emotions of selling a business.

Interested in inviting me to speak at your next event? Take a look at my previous engagements and speaking topics and contact me if anything catches your eye.

Places I’ve Spoken

Dimensional Fund Advisors’ Human Capital Forum
Dimensional Fund Advisors’ Practice Management Podcast
Schwab IMPACT
The American Institute of Certified Public Accountants (AICPA)’s Engage Conference
The Financial Planning Association (FPA)’s Annual Conference
TD Ameritrade’s Annual Conference

Organizations with a high level of employee engagement also tend to have higher morale, higher retention, and a better client experience. With more people working remotely than ever before, how are successful firms retaining, developing, and effectively engaging with employees in a virtual environment? Catherine Williams, Dimensional’s Head of Practice Management, welcomes Shannon O’Toole of Shannon O’Toole Coaching to discuss best practices for employee retention and engagement in 2020 and beyond.

Download the Transcript

Topics I’ve Presented

Building a Firm with Strong Organizational Health: A healthy, encouraging work environment starts at the top. Learn how you can fully engage your partners and leadership team in creating a culture that encourages employees to stay.

Coaching at Work: Explore tips and tools you can use to be a strong and motivating professional coach for your advisory team, especially next-gen employees.

Mergers & Acquisitions: Assessing and Transitioning Talent: Mergers and acquisitions can be cultural landmines if they’re not approached properly. Learn how to transition talent in a way that keeps them engaged while ensuring operations run smoothly.

The Art of Giving and Receiving Feedback: Discover how to provide valuable and empathetic feedback to your advisory team members.

Navigating the Emotional Journey of Selling Your Firm: Explore strategies and tools you can use to traverse the sale process with confidence and clarity.

Fostering Virtual Employee Engagement: Learn how you and your firm can maintain an interactive company culture in the COVID-19 era.