Resources for Financial Services


Learning resources

•  Read the Frequently asked questions section.

•  Learn basic work levels (requisite organization) concepts by taking six hours of e-learning.  This requires a one-year subscription to the web-site or is included in your registration for the conference.

•  Read the GO book chapter - at the end - about how CEOs can learn - please get title and find article and link to it.

•  Scan and read the books, videos etc below as they suit your interst.

•  Attend our next world conference in New York City, July 31 to August 5th, 2014, Designing the Smarter Organization.  There is a 2.5 day clinic, an all day workshop, and other presentations and concurrent workshops of special interest to non-profit executives and board members.



        The Entrepreneurial Journey: A handbook for building your business     
by: Norm Trainor
        Founder & CEO, The Convenant Group

This book is written for entrepreneurs, those remarkable individuals who turn their dreams into a business reality. While the book is designed for entrepreneurs in every sector and industry, the majority of the case studies and examples are drawn from The Covenant Group's work with financial advisors.


Case Studies

Jos Wintermans, Story of a new CEO's RO application at Canadian Tire Acceptance Ltd.

Paul Tremlett, Redesigning a major bank's information technology function

April Taggart, BMO: Organizational Design



Jos Wintermans, Story of a new CEO's RO application at Canadian Tire Acceptance Ltd. 

Brian Dive, Why do banks continue to waste talent?


Videos & Interviews

Executive Panel: Jos Wintermans, Former CEO Canadian Tire Acceptance
Video presentation
Toronto, 2005

A Sane-Making Approach to Financial Services
Norm Trainor, CEO & President of The Covenant Group
Toronto, June 2007


Long-term and Short-term visions in the financial world
Allen Sykes, Former Managing Director, Consolidated Gold Fields
UK, June 2005

Reconciliation of the values and practices in the financial world
Allen Sykes, Former Managing Director, Consolidated Gold Fields
UK, June 2005

Major organizations and consulting firms that provide Requisite Organization-based services

A global association of academics, managers, and consultants that focuses on spreading RO implementation practices and encouraging their use
Dr. Gerry Kraines, the firms principal, combines Harry Levinson's leadership frameworks with Elliott Jaques's Requisite Organization. He worked closely with Jaques over many years, has trained more managers in these methods than anyone else in the field, and has developed a comprehensive RO-based software for client firms.
Founded as an assessment consultancy using Jaques's CIP methods, the US-based firm expanded to talent pool design and management, and managerial leadership practice-based work processes
Former RO-experienced CEO, Ron Harding, provides coaching to CEOs of start-ups and small and medium-size companies that are exploring their own use of RO concepts.  His role is limited, temporary and coordinated with the RO-based consultant working with the organization
Ron Capelle is unique in his multiple professional certifications, his implementation of RO concepts through well designed organization development methods, and his research documenting the effectiveness of his firm's interventions
A Toronto requisite organization-based consultancy with a wide range of executive coaching, training, organization design and development services.
A Sweden-based consultancy, Enhancer practices time-span based analysis, executive assessment, and provides due diligence diagnosis to investors on acquisitions.
Founded by Gillian Stamp, one of Jaques's colleagues at Brunel, the firm modified Jaques;s work-levels, developed the Career Path Appreciation method, and has grown to several hundred certified assessors in aligned consulting firms world-wide recently expanding to include organization design
Requisite Organization International Institute distributes Elliott Jaques's books, papers, and videos and provides RO-based training to client organizations