L5 Behavioral Governance Training

L5 Behavioral Governance Training (L5)                                                     

Download 3 Ethos, “During this crisis” slide deck  Provided by Behavioral Governance Society to navigate these challenging times as fiduciaries.

L5 Training informational video

A two-day program designed for those who want to study Behavioral Governance, which is a new body of  research that examines how leadership, stewardship, and governance impact the quality of a fiduciary standard. L5 includes neuro-fiduciary markers that work in conjunction with one another, and with certain Leadership and Stewardship behaviors, to amplify and improve the outcomes of a prudent Governance (Fiduciary) process. The Behavioral Governance framework developed through the L5 is universal in application and can be employed in any leadership role. Participants receive a Certificate of Completion; may join the Behavioral Governance Society; and, use the L5 marks. No examination. No prerequisite but prior FE® Training encouraged.

L5 Faculty

Don Trone, Founding CEO
Don is regarded by the press as the “Father of Fiduciary.” He was the first person to direct the Institute for Leadership at the U.S. Coast Guard Academy; founding CEO of fi360; and, founder and President of the Foundation for Fiduciary Studies. In 2003, he was appointed by the U.S. Secretary of Labor to represent the investment counseling industry on the ERISA Advisory Council, and in 2007 he testified before the U.S. Senate Finance Committee on the fiduciary issues associated with the management of retirement plans. He is the author or co-author of twelve books on the subject of fiduciary responsibility, portfolio management, and leadership.

Sean Hannah, Ph.D.
Sean is a former senior leader in the US Army and an internationally renowned leadership and management scholar and consultant. He has published over 60 scholarly articles in premier management journals, including multiple neuroscience articles. He holds an endowed chair at a top 25 university’s business school. In 2017 he was selected by the Academy of Management (AOM), the worldwide professional body for management scholars, to receive the Practice Impact Award. This prestigious award is presented annually to the one of the Academy’s 19,000 members deemed to have most impacted managerial and organizational practices. 

John Sumanth, Ph.D.
John Sumanth is the James Farr Fellow and Assistant Professor of Organizational Behavior at the Wake Forest University School of Business. Prior to Wake, John spent two years on the faculty at the Cox School of Business at Southern Methodist University (SMU) in Dallas, Texas. An award-winning teacher, John has been recognized for his outstanding performance in the classroom at multiple institutions (Wake, SMU, UNC). He was voted by Wake Forest School of Business undergraduates as the recipient of the Senior Class Teaching Award for 2013-2014.

Steve Branham, RADM (USCG, Retired)
Steve has more than 40 years of experience in leading large operating and administrative elements of federal, private, and non-profit organizations.   He is a former Chief Financial Officer for the U.S. Coast Guard, responsible for the development, Congressional approval, execution, and accounting of the Coast Guard’s $10 billion budget.  He commanded the Seventh Coast Guard District, leading more than 11,000 people in the performance of all Coast Guard missions in the southeast region of the US and the entire Caribbean region.  He has served in top level leadership positions in the private sector and currently serves as the Chairman of the Board of the SunCoast Blood Bank ($15 million non-profit) and as Chairman of the Town of Longboat Key Consolidated Pension Fund Board managing $35 million in assets.

Mary Lou Wattman
Mary Lou has 30 years of leadership experience working with companies from the Fortune 100 (Procter and Gamble and International Paper) to mid-size and start-up firms. She has held President, COO and board positions at for-profit and not-for-profit organizations. Mary Lou holds an MBA from Northwestern’s Kellogg Graduate School of Management in Marketing and Organizational Behavior, and BA in Business Management and Economic, Cum Laude from North Carolina State University.  

Download L5 Behavioral Governance Training Brochure