WE BUILD LEADERS - Bell Leadership Institute
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WE BUILD LEA DERS ®
A BOU T B E L L L E AD ERSHIP
The BELL LEADERSHIP
INSTITUTE, a recognized leader in
executive education and development,
has been helping individuals and
organizations build leadership mastery
since 1972.
Dr. Gerald D. Bell is the founder and CEO, as well as a
psychologist, professor and scholar. His creative thinking and
personal style have earned him the reputation for being one of the
highest-rated resources on leadership in the United States and
abroad. He has devoted his life to the mission of creating world-
class leaders.
Bell Leadership Institute’s expertise and knowledge—gained from
working with CEOs and senior leaders from dozens of industries—
can provide you and your team with an advanced, effective solution
that is custom-designed to address your leadership challenges.
Our mission is to help people
develop their personal
effectiveness and leadership skills
to contribute to humankind.
WH AT W E O FFE R
The BELL LEADERSHIP INSTITUTE provides
a comprehensive suite of proven solutions, grounded
in more than 50 years of research, that creates
LASTING RESULTS.
Our clients receive an in-depth and personal learning
experience in a FOCUSED ENVIRONMENT with
support from our dedicated and insightful team.
WE FOCUS ON:
• INDIVIDUALS: to develop each person’s talents to lead and produce effective results in their
projects and relationships
• ORGANIZATIONS: to develop the skills of leaders who create, build and manage great
companies with high-performing teams
• FAMILIES: to enrich people’s abilities to create caring and effective relationships among family
members and friends
• COMMUNITIES: to advance the leadership skills of individuals, organizations, teams and
families so humanity will prosper and our lives will be more fulfilling
1
WH AT M A K E S B E L L L E AD E RSHIP
I N ST I T U TE D I FFE R ENT
The world is desperate for good leaders. Most
leadership training focuses on surface-level
behavior, yet we know we are so much more
than our behaviors.
At the Bell Leadership Institute, we look at the
whole person—focusing on D E E P L E V E L
L E A R N I N G . Our methodology incorporates
best practices of how adults learn and
retain knowledge. We teach people how
to build themselves and others at their
core—because, then, their behaviors A DEEP UNDERSTANDING
We go beyond the surface level because to
naturally follow. be a great leader, you must know yourself
really well. Utilizing assessments and
personality profiles based on more than
50 years of research, we have developed
proven algorithms that drive meaningful
insights to understand and positively
impact your ability to influence others.
A P ERSON A L EXP ERI ENC E
Our Bell Leadership staff will help you customize your leadership
learning plan. You and your colleagues receive personal attention
before your program even begins. We are onsite, ready to support
you and your team—whether providing materials, meeting your
dietary needs or celebrating a milestone!
A FOCUSED & FUN LEARNING ENVIRONMENT
Today’s ever-connected, intense pace makes it more important than ever to take
time out to build our skills. At Bell Leadership, we recognize that our best reflection
and learning happens when we are enjoying ourselves. Laughter is common in each
of our programs—ensuring that you will be more likely to remember what you learn
and have fun along the way.
2
“
Without question,
I derived more from
this seminar and in the
“
shortest amount of time
than any other I have
attended.
—Emanuel Arruda
Founding Partner and Co-Chair,
League Assets Corp.
“ The best hands-on, deep-learning leadership
development program I have attended. The personal
feel and attention throughout the program was
unmatched and you truly walk away with a completely
different perspective on how you lead, how you parent,
“
and how you interact with friends and family.
—Greg Rubert
VP, Commercial Insights & Analytics, Bausch Health
“
The most impactful thing
that I have done in my life
is attend Bell Leadership,
in terms of personal and
“ WHAT OUR CL IE NT S
professional growth. TAKE AWAY
—Chip Bay
Executive Managing Director,
Mill Creek Residential Trust, LLC. You will leave our customized programs
and seminars equipped with a deeper
understanding of your leadership
style, influence and interactions; you
will gain actionable tools required to
EN HA N C E P ERFORMA N C E
AND D RI V E P ROFI TA BI LI T Y
within your organization.
3
M EET O U R B E L L L E AD E RS
DR. GERALD D. BELL SHARON FIELDS BILL SANFORD, M.S.
Founder & CEO Chief Operating Officer Leadership Trainer, Speaker & Coach
Bell Leader since 1990 Bell Leader since 2008
DR. DANA LEBO JON S. PLAYER, JD, MSPH DR. BERIL STEINER
Executive Coach & Facilitator Leadership Trainer, Speaker & Coach Executive Leadership Facilitator & Coach
Bell Leader since 2006 Bell Leader since 2016 Bell Leader since 2019
4
M EET O U R T E AM
AMY HAGEN DAVIS CRAIG PILAR GARCIA DE PARADES
Executive Director Manager, Assessments & Services Manager, Client Resources
amy.hagen@bellleadership.com davis.craig@bellleadership.com pilar.gp@bellleadership.com
Bell Leader since 1999 Bell Leader since 2017 Bell Leader since 2019
W E W O U L D LO V E T O C O N N E C T W I T H Y O U .
F O R M O R E I N F O R M AT I O N
Call (919) 967-7904 | Email info@bellleadership.com | Visit bellleadership.com
ELLEN HAYON LIZZY (L AUFFER) NELLI JESS STANSELL
Manager, Programs & Services Senior Manager, Programs & Services Director, Programs & Services
ellen.hayon@bellleadership.com lizzy.nelli@bellleadership.com jess.stansell@bellleadership.com
Bell Leader since 2018 Bell Leader since 2013 Bell Leader since 2001
5
M EET O U R TE A M
KELLY BARAGONA KRISTEN LEONARD L AURA LEVIN
Accounting Coordinator Manager, Communications Manager, Strategic Marketing
Bell Leader since 2018 Bell Leader since 1997 Bell Leader since 2019
“ The most important asset you
have is the talent of the people in
your company to lead people.”
—Dr. Gerald D. Bell
Founder and CEO of Bell Leadership Institute
SUSAN SHINE CHRISTINA WISE
Office Manager Executive Administrator
Bell Leader since 2015 Bell Leader since 2019
6
FOLLOW UP
WEBINARS
C R E AT E Y O U R ST EP 3:
Continue
NEXT TOPIC
COACHING
CUSTOMIZED learning ACTION PLAN
LEADERSHIP ASSESSMENTS
LEARNING PLAN
IN THREE STEPS
Building Leadership Mastery
OPEN ENROLLMENT PROGRAMS
OFFSITE PROGRAMS
ST EP 2: STRATEGIC PLANNING
Choose your EXECUTIVE RETREATS
delivery KEYNOTE SPEAKERS
method LICENSED PROGRAMS
ROUNDTABLES
ACHIEVERS ™
ACHIEVERS II
ADVANCED COMMUNICATION
ADVANCED TIME MANAGEMENT
STEP 1: & PERSONAL PRODUCTIVITY
Select your THE LEADER’S JOB
topic CHANGE LEADERSHIP
SELECTING ACHIEVERS ™
ADVANCED TEAMWORK
MONEY, FAMILIES & CHILDREN
L E T U S K N O W H O W W E C A N B U I L D A P L A N T H AT I S
B E S T F O R Y O U A N D / O R Y O U R O R G A N I Z AT I O N ’ S N E E D S
Call (919) 967-7904 | Email info@bellleadership.com | Visit bellleadership.com 7
Your personal and professional experiences inform
the leadership skills you choose to build. At
BELL LEA D ER S HI P, our Leadership
Mastery Series® is designed to complement
and support the ways YOU live and lead.
S T E P 3:
Our nine program topics draw from Continue
decades of research with more than learning
500,000 leaders. Each program
offers fresh insights, skills and
practices that will contribute
to building your leadership
mastery.
S T E P 2:
Choose your delivery method
STEP 1:
Select your topic
8ADVAN CED
A C H IE VE R S™ A CH I EVERS I I COMMUNI CATI ON
Become a great leader— Build your influence Master the seven
Build yourself first as a leader essential skills of effective
communication
ADVANCED TIME
MANAGEMENT & TH E LEADER’S J OB
PERSONAL
PRODUCTIVITY
Sharpen your skills
to maximize your impact
Work smart, live smart as a leader
C H A NG E SELECTI NG
L EA D E R SHIP A CHI EVERS™
Change yourself, your people Hire smart to build
and your organization a great company
MON EY, FAMI LI ES
A D VA NCE D
& CH I LDREN
TEAMWORK
Lead your family
Create effective teamwork
toward successful lives
among your people
9A CH I E VE R S™
Become a great leader—Build yourself first
Achievers™ is the “life-changing” cornerstone program of the Bell Leadership Institute designed to help
you lead like the best in the world with a deep understanding of your personal strengths, weaknesses and
motivations. Achievers™ provides leaders at all levels pivotal tools to immediately improve their leadership
skills and sustain their effectiveness for a lifetime.
Founded on a half century of research and consulting with thousands of leaders, Achievers™ provides a
unique framework to help you recognize and implement highly-effective leadership techniques. While other
programs assess how you behave, Achievers™ leaves you with a thorough understanding of why you behave
as you do. Knowing yourself deeply and understanding how you impact others enables you to develop your
own personal and effective leadership style.
KE Y LE A R NINGS & TA KE AWAY S
• Build the skills required to positively impact people at every level of the organization.
• Develop the six Achiever Core Competencies of exceptional leaders.
• Reduce ineffective behaviors that hold you back from achieving your leadership potential.
• Understand your personality, your motivations and how your results affect others.
• Create an action plan to enhance and sustain your leadership skills and effectiveness.
“ I just want to take a few minutes to thank the Bell Leadership team. You are true
professionals. My experience with the Bell team was tremendously helpful for me to
better understand myself, learn steps to move forward to be good at getting better
and was truly LIFE CH AN GIN G. Thank you all for the help. I will remember it forever.
“
—Michael Moise
Vice President of Construction–Northeast & Mid-Atlantic, Wood Partners
» W HO SHOUL D PA R TI C I PATE
Good leaders who want to excel
New/struggling leaders who want to improve
Great leaders who know there’s always more to learn
Professionals who are looking to work better and smarter
Open-minded people that are willing to self-reflect and change
IMPORTANT NOTE:
This course includes the Bell Personality Profile (BPP), a confidential 360-degree
assessment to solicit feedback from your associates that provides personal and
practical insights for how to improve your leadership and management style.
10A CH I E VE R S II ( formerly GR EAT LEA D ERS)
Build your influence as a leader
While Achievers™ focuses on the most effective behaviors to build your individual skills, Achievers II targets
the skills required to achieve great results through leading others. This seminar leverages your learning
from Achievers™ and further expands upon the specific behaviors required to build your influence and
drive impactful results. You will increase your ability to lead effectively by mastering the Basic Elements of
a Leader’s Life™, including goal setting, delegation, communication and stress management. Successfully
mastering these elements will help you and your team elevate your commitment and performance to more
effectively build your business. You will also learn to navigate different personalities and develop strategies for
working with the most difficult personality patterns you encounter in both your professional and personal life.
KE Y LE A R NINGS & TA KE AWAY S
• Gain a deeper understanding of the Achiever Model™ and your Bell Personality Profile results.
• Learn to lead successfully in the Basic Elements of a Leader’s Life™.
• Discover the three main responsibilities of a leader.
• Develop the skillset needed to lead others, recognizing and working with their extreme behaviors.
• Review and revise your action plan to further your personal leadership development.
» WH O SHOUL D PA R TI C I PATE
Graduates of Bell Leadership’s Achievers™ program
(Achievers™ is a prerequisite)
Senior leaders who want to improve employee engagement
Leaders who want to continue working towards leadership mastery
Individuals who want to lead/work more effectively with others
IMPORTANT NOTE:
This course includes benchmarking the Bell Personality Profile (BPP),
the powerful 360-degree assessment to measure changes since your last
BPP results.
We encourage benchmarking if it has been at least six months since you
last completed your profile.
11AD VAN CE D C O M M U N IC AT ION
Master the seven essential skills of effective communication
When people describe the best leaders they know, they identify exceptional listening and communication skills
as predominant traits. Our five decades of research supports this experience—a leader’s ability to positively
and effectively influence people is built on the foundation of excellent communication skills.
Advanced Communication harnesses significant insights into human nature and behavior to provide strategies
for building mastery-level communication skills for leadership and organizational success. As a participant,
you will build your ability to gain commitment, drive results, implement change and help your organization
grow into a world-class institution by learning how to most effectively communicate with others. This
program delivers profound, practical concepts and skills that you can implement immediately to build
communication expertise and enhance your impact, both professionally and personally.
KE Y LE A R NINGS & TA KE AWAY S
• Listen effectively to understand what others are trying to tell you.
• Deliver your ideas clearly and powerfully to incite action.
• Address conflict confidently and effectively.
• Reduce defensiveness and become more receptive to feedback.
• Master nonverbal communication to ensure your messages are conveyed as intended.
• Strengthen your presentation skills to deliver your content more successfully.
» WH O SHOUL D PA R TI C I PATE
Senior leaders who want to improve their ability to influence
others, develop committed followers and maximize organizational
effectiveness
Department/team managers who want to build trust and improve
conflict resolution
Individuals who want to successfully deliver their ideas and
communicate confidently
IMPORTANT NOTE:
This course includes the Bell Advanced Communication Survey. This
confidential 360-degree assessment allows you and others you invite
to evaluate your current performance in the Seven Essential Skills of
Communication. Your results, provided at the seminar, will identify your
greatest communication skills, recognize those you may want to reduce and
specific actions you can take to improve your skills.
12ADVANCED TIME MANAGEMENT & PERSONAL PRODUCTIVITY
Work smart, live smart
Busy professionals live complex lives. Leaders routinely remark that the high volume of daily tasks, meetings and
obligations they face limit their effectiveness and productivity, often leading to burnout. In this always-on, multi-
channel world, it is a challenge to be fully focused and present in the moment. This leads to interrupted thinking
and impacts our ability to prioritize. More time spent working isn’t the solution; professionals need advanced
tools to manage this increasing complexity and achieve more while caring for their health and lives. Advanced
Time Management & Personal Productivity draws from our decades of research on how and why highly-effective
individuals set goals, plan their days, prioritize their time and organize their lives. As a participant, you will
discover and investigate the personal obstacles preventing you from achieving your highest level of performance,
in every facet of your life. At the completion of the program, you will have a plan to increase your personal
productivity while leading a healthier, happier life.
KE Y LE A R NINGS & TA KE AWAY S
• Analyze your time management practices that prevent you from achieving more.
• Identify and set clear, focused goals for all essential areas of your life.
• Avoid time wasters, road blocks and unproductive meetings, which hinder your ability to lead.
• Increase your profits using proven time-management techniques.
• Create a personal strategic plan that will help you achieve your professional and personal goals.
“ This seminar ended up being scheduled at one of my busiest times, and I
“
attended thinking, ‘How am I going to take time away from business?’ It was
JUST WHAT I NEEDED!
—Kay Olin, President, Local Focus Radio
» WHO SH OU LD PAR TICIPATE
Leaders at all levels who want to maximize personal productivity
New leaders who want to learn how to manage complexity
Seasoned leaders who need techniques to stay fresh and engaged
Senior leaders beginning to plan for the latter part of their
careers/lives
IMPORTANT NOTE:
This course includes The Bell Peak Performance Profile, a 360-degree assessment
designed to evaluate your patterns of health and effectiveness and your current
performance in the Seven Domains of Happiness.
13THE L E AD E R ’ S J O B
Sharpen your skills to maximize your impact as a leader
Leaders must think and act strategically, yet the tasks of running an organization often overrun their pursuit
of long-term goals. To build a great organization, leaders need a practical and powerful framework to organize
their efforts to effectively and systematically lead their organization. Founded on decades of consulting and
training with leaders around the world, The Leader’s Job focuses on the “Ten Roles” that visionary and
experienced leaders execute to successfully build their businesses.
Participants will explore the critical success factors that drive and sustain organizational growth over time.
You will learn practical and impactful tools to understand the environment around your business, how to
harness those factors to create opportunity and how to lead your organization in a thoughtful and strategic
direction. The Leader’s Job seminar will provide you with systems and techniques that you can implement
immediately to make a significant difference in your business.
KE Y LE A R NING S & TA KE AWAY S
• Gain a framework of integrated practices for leading rather than managing.
• Assess your impact as a leader and your effectiveness in the “Ten Roles.”
• Set a clear direction for your company to build commitment, engagement and true alignment.
• Master the “external environment” to inform and adapt the direction of your business.
• Create clarity and alignment around the strategic priorities of your company.
• Organize meaningful work for your people to drive engagement.
» W HO SHOUL D PA R TI C I PATE
Team leaders seeking techniques for leading vs. managing
Leaders who want to set their organization up for success
Senior leaders looking to redirect and re-focus their organization
for sustainable growth
IMPORTANT NOTE:
This course includes The Leader’s Job Survey, a 360-degree assessment designed
to evaluate your leadership style and the specific leadership behaviors that produce
great results for an organization.
14C H AN G E L E A DE R S H IP
Change yourself, your people and your organization
Leaders often underestimate the amount of change they create and the impact these changes have on
people inside their organization. Change Leadership presents proven and powerful methods for
understanding, addressing and effectively leading change. Drawing upon the Laws of Change, which apply to
individuals, teams and organizations, you will learn to increase the effectiveness and adoption of change
in your own business environment.
This program will provide you with the knowledge and advanced tools to successfully lead change,
significantly increasing the impact of any change initiative, large or small.
KE Y LE A R NINGS & TA KE AWAY S
• Create a desire for change in your organization, reducing resistance and friction.
• Build “changeability” in yourself and others.
• Analyze barriers to effective change within your organization.
• Apply the Laws of Change to implement effective programs, processes and behaviors.
• Develop an individualized, practical change plan to apply key principles within your company.
“ Attending Change Leadership is a must for anyone involved in change, which is
“
EV ERYON E ! Understanding the emotional and psychological changes that an
individual goes through is paramount for any leader’s success. I highly recommend
this program for all managers.
—Brandon Halcott, Co-Founder & President, Tru Family Dental
» W HO SHOUL D PA R TI C I PATE
Leadership teams and senior executives responsible for leading
their company through anticipated potentially disruptive changes
(e.g., mergers & acquisitions, business transformation)
Managers/supervisors who want to inspire great performance
amongst their employees during organizational change
Change agents within organizations who want to build their skills
to be more effective
Anyone who wants to become an effective change agent
15SE L E CTI N G A C H IE V E R S™
Hire smart to build a great company
Selection—ensuring you have the right people in the right positions, both for new hires and existing
employees—is essential for organizational success. Talent acquisition requires more than finding people with
the right technical skills and experience for the job. Leaders must find people that use their skills to work
smart, have the commitment to work hard and demonstrate the personality skills to work well with others.
Selecting Achievers™ offers a proven and powerful framework for attracting, developing and retaining great
people. You will learn a suite of techniques and concepts to evaluate candidates to find successful and
productive members for your team. Additionally, you will acquire strategies for evaluating your current team
for promotion, demotion, reconfiguration and, when necessary, deselection. Selecting Achievers™ provides
companies with strategies to find, grow and retain an effective team of people who contribute tremendously
to your bottom line.
KE Y LE A R NINGS & TA KE AWAY S
• Implement proven techniques to select Achievers™ and ensure their success.
• Define a clear target before recruiting.
• Screen effectively to safeguard your time and resources.
• Assess the match between candidates and the job.
• Practice interviewing skills in a live case scenario with expert guidance.
“ Dr. Bell is phenomenal, but his whole team is unbelievable.
His ability in selecting his own people—talent, commitment,
personality speaks volumes. HIGHLY RECOMMENDED.
“
—Simona Rollinson, former CIO at Clayco
» WHO SH OU LD PAR TICIPATE
Talent management professionals who develop selection and
hiring strategies
Recruiters who want to improve their selection processes and
interview techniques
Managers responsible for recruiting, hiring, retaining and
engaging employees
Executives and business owners who want to contribute more
to the bottom line by avoiding hiring mistakes
16AD VAN CE D T E A M W O R K
Create effective teamwork among your people
Great teamwork does not happen by accident. Leading effective teams requires intention, insight and a deep
commitment to the success of the group. Effective teambuilders lead in a way that causes their teams to engage,
commit and work together to reach a common goal.
With increased complexity, divergent goals and unique roles in organizations, fostering teamwork among a
diverse team requires advanced teambuilding skills. In Advanced Teamwork, you will learn how you personally
impact teamwork on each of your teams. You will be able to pinpoint what circumstances require increased
teambuilding actions and the key indicators of high performance on your teams. Participants will detail and
apply the skills required to create engagement among team members, so they work “hard, smart and together.”
KE Y LE A R NING S & TA KE AWAY S
• Identify the characteristics of the best teams and what can derail them.
• Assess the effectiveness of your teams and determine which require greater teamwork.
• Build strategies to work effectively with “team busters.”
• Learn methods for promoting alignment and teamwork throughout your organization.
• Develop personal skills to increase teamwork with those you influence.
“
“ When senior leaders are given the opportunity to grow and the responsibility to mentor,
they can exert a powerful force for education, productivity and loyalty in an organization.
—Dr. Gerald Bell, Founder, CEO and co-author of The Carolina Way
» WHO SH OU LD PAR TICIPATE
C-level and senior executives who want to break down silos
and build teamwork across their organization
Team leaders who want to foster increased innovation,
collaboration and performance
Top managers who want to avoid the pitfalls of ineffective teams
Leadership teams of three or more are encouraged to attend this program together.
17M ON E Y, FA M IL IE S & C H IL DREN
Lead your family toward“successful lives
Parents often don’t think of themselves as ‘leaders’ of their families, even though leading a family is one of the
most challenging jobs you can have. How do we encourage our children to develop the proper foundation to
lead productive, meaningful and fulfilling lives?
Based on decades of consultation with families and organizations, Money, Families & Children provides you
with specific principles and techniques to build a family with productive and loving individuals. Learn to instill
a healthy work ethic, create open communication and build a sense of self-respect. You will also learn what
not to do, avoiding the likelihood of raising children with a sense of entitlement, a false identity or an inability
to solve problems. In addition, you will learn how to develop your relationship with your significant other, so
that building your family together becomes an effective and meaningful partnership.
Money, Families & Children provides you with advanced tools to use your leadership, experience and wealth
to lead your family successfully.
KE Y LE A R NINGS & TA KE AWAY S
• Manage your money to encourage achievement and happiness in your children and family.
• Turn money into a positive influence rather than a negative influence on children.
• Use gifting, trusts and estate management to produce mentally-healthy, achieving children.
• Resolve the differences between you and your spouse regarding philosophies about money.
• Clarify your financial goals for your family.
• Develop a take-home plan for how to manage your wealth effectively.
» W HO SHOUL D PA R TI C I PATE
Senior executives who want to learn how to use their money
wisely to build a successful family
Leaders and their partners who want to successfully lead
their family
IMPORTANT NOTE:
Our clients find that this is the perfect program to attend with a significant other.
This session is an investment in your life together and your family’s future.
Partners attending together will receive 50% off one person’s tuition.
18LOCATION. LOCATION. LOCATION.
WE BUILD LEADERS EVERYWHERE.
YO U COM E T O U S .
The Bell Leadership Institute is located in the heart of Chapel Hill, North Carolina. Our Bell Leadership
Mastery Series™ programs are offered both locally in our hometown, as well as regionally. This year
we would love to host you and your colleagues in Chapel Hill, North Carolina; Chicago, Illinois or
San Antonio, Texas. For dates and locations, please see our calendar on page 23 or visit our website at
www.bellleadership.com.
W E C OM E T O Y O U.
Do you and your colleagues travel too much? Our experienced Bell Leadership trainers can lead a program
on-site at your office location or at an off-site location of your choosing. We offer our Bell Leadership
Mastery Series™ programs for teams and organizations and will customize our offerings to meet your needs
and timelines. Contact us at (919) 967-7904 for more information about offsites and custom programs.
W E TR AI N Y O U R T R A IN E R.
Save your travel budget and add to your bottom line with Bell Leadership licensed programs. We help you
build the Achiever culture from within by training members of your organization as facilitators. Facilitated
seminars allow companies to deliver our Leadership Mastery Series® seminars to their employees in-house.
We can help you build a positive work environment that promotes entrepreneurship, a competitive spirit,
meaningful results, stability, teamwork and creativity through our licensed programs.
C O N TA C T U S T O D I S C U S S W H I C H O P T I O N
I S B E S T F O R Y O U A N D Y O U R O R G A N I Z AT I O N
Call (919) 967-7904 | Email info@bellleadership.com | Visit bellleadership.com
19Once you have identified T H E L E A D E R S H I P
M A S T E R Y S E R I E S® topics that are
best for you (or your organization), we
will help you choose when, where and
how to create the most impactful Bell
S T E P 3:
Leadership experience. Whether in Continue
Chapel Hill, one of our regional learning
program locations, or a location
of your choosing, leaders at all
levels appreciate our focused
and immersive learning
environment.
S T E P 2:
Choose your delivery method
STEP 1:
Select your topic
20O PE N
LI CEN SED
E N R O LL ME NT
PROGRAMS
P R O GR A M S
Build your culture
Learn and network
from within
with others
LEAD ER’S I N TERNAL
R OU ND TABLE ROU ND TABLE
for Senior Leaders Bring your team together;
Learn to lead like the best lead your future together
C U S TO M OF F SI TE S TRATEGI C
S O LU TIO NS PROGRAMS PL ANNI N G
Maximize your Optimize your team’s Gain clarity, consensus
organization’s results leadership skills and commitment
EX EC UTIVE KEYNOTE
RE T RE ATS S PEAKERS
Refocus your vision Motivate and engage
and reenergize your team your audience
21OPEN ENROLLMENT
“ PROGRAMS
O PEN EN ROLLMEN T PROGRAM S
Learn and network with others.
Leaders often refer to their experience in our Leadership Mastery Series® as both personally and professionally
“life changing.” A highlight of the Bell Leadership experience is the opportunity for you to connect with others
from varied companies and industries. Whether you choose to come individually or with members of your
team, our open enrollment programs are a highly personalized experience that provide you an opportunity to
disconnect from your day-to-day busyness and engage deeply with other program participants as you build
your skills. Our one-on-one coaching and team members are a valuable differentiator and provide significant
support to our participants’ experience.
The Leadership Mastery Series® consists of seminars that teach the fundamentals of great leadership and create
lasting, lifelong change. We offer a number of open enrollment programs throughout the year, please see our
calendar on the next page or visit bellleadership.com for our most current schedule of dates and locations.
22FE BRU ARY 2020 AU GU ST 2020
™ S M T W T F S S M T W T F S
28 29 1 1
AND THE LEADER’S ROUNDTABLE 2 3 4 5 6 7 8 2 3 4 5 6 7 8
9 10 11 12 13 14 15 9 10 11 12 13 14 15
A CH IEV ER S™ $4,500** 16 17 18 19 20 21 22 16 17 18 19 20 21 22
February 11, 12 & 13 August 25, 26 & 27 (Chicago) 23 24 25 26 27 28 29 23 24 25 26 27 28 29
March 17, 18 & 19 (San Antonio) September 22, 23 & 24 30 31
April 21, 22 & 23 October 13, 14 & 15
June 16, 17 & 18 November 10, 11 & 12
July 21, 22 & 23 MARCH 2020 SE PTE MBE R 2020
**Accommodations package price available: $5,125 S M T W T F S S M T W T F S
1 2 3 4 5 6 7 1 2 3 4 5
A CH IEV ER S II $3,500
8 9 10 11 12 13 14 6 7 8 9 10 11 12
April 15 & 16 October 7 & 8
15 16 17 18 19 20 21 13 14 15 16 17 18 19
Achievers™ is a prerequisite
22 23 24 25 26 27 28 20 21 22 23 24 25 26
29 30 31 27 28 29 30
A DVA N CED C O M MUNICATION $4,300**
June 23, 24 & 25 (Chicago) October 20, 21 & 22
**Accommodations package price available: $5,125
APRIL 2020 OCTOBE R 2020
ADVANCED TIME MANAGEMENT S M T W T F S S M T W T F S
& PERSONAL PRODUCTIVITY $3,500 1 2 3 4 1 2 3
January 27 & 28 (2021) 5 6 7 8 9 10 11 4 5 6 7 8 9 10
12 13 14 15 16 17 18 11 12 13 14 15 16 17
T H E LEADER ’S JOB $3,500 19 20 21 22 23 24 25 18 19 20 21 22 23 24
September 16 & 17 26 27 28 29 30 25 26 27 28 29 30 31
C HA N GE LEADERSHIP $3,400
October 28 & 29 MAY 2020 N OVE MBE R 2020
S M T W T F S S M T W T F S
S ELECTIN G A CHIEVERS $3,400 1 2 1 2 3 4 5 6 7
November 4 & 5 3 4 5 6 7 8 9 8 9 10 11 12 13 14
10 11 12 13 14 15 16 15 16 17 18 19 20 21
A DVA N CED TEAM WORK $3,400
17 18 19 20 21 22 23 22 23 24 25 26 27 28
June 24 & 25
24 25 26 27 28 29 30 29 30
31
MONEY, FAMIILIES & CHILDREN $1,850
October 2 JU N E 2020 DE CE MBE R 2020
S M T W T F S S M T W T F S
THE LEADER’S ROUNDTABLE
1 2 3 4 5 6 1 2 3 4 5
Note: Please contact us if you are interested in participating in The Leader's
Roundtable, composed of 6 two-day meetings held throughout the year. 7 8 9 10 11 12 13 6 7 8 9 10 11 12
14 15 16 17 18 19 20 13 14 15 16 17 18 19
21 22 23 24 25 26 27 20 21 22 23 24 25 26
28 29 30 27 28 29 30 31
Bell Leadership Institute offers a
comprehensive suite of proven solutions, rooted
in extensive research, with lasting results! JU LY 2020 JAN U ARY 2021
S M T W T F S S M T W T F S
1 2 3 4 1 2
5 6 7 8 9 10 11 3 4 5 6 7 8 9
WE BUILD LEADERS® 12 13 14 15 16 17 18 10 11 12 13 14 15 16
19 20 21 22 23 24 25 17 18 19 20 21 22 23
C O N TA C T U S 9 1 9 . 9 6 7 . 7 9 0 4 | B E L L L E A D E R S H I P. C O M 26 27 28 29 30 31 24 25 26 27 28 29 30
31
Seminar dates are subject to change. 23CU ST OM S O LU TI O N S :
Maximize your organization’s results with proven techniques
Developing effective leaders and teams is crucial for maximizing your organization’s
resources and producing world-class results. One of the best ways for your team
to meet and surpass its goals and objectives is to participate in one of our custom-
designed programs tailored just for you.
C USTO M OFFSI TE PROGRAM S
Optimize your team’s leadership skills.
The Bell Leadership team will work with you to determine the right location and setting that will allow your
team to be “in the moment” and focus on the selected topics. We will create an interactive, “hands-on”
session that will get you out of your seat: moving, connecting with team members and building relationships
that go beyond surface-level chit chat. Our team provides a well-paced mixture of activities and breakout
conversations with short bursts of presentation, examples and illustrations from the front of the room, using
flip charts rather than PowerPoint. We will work with your team to develop the necessary action plan and next
steps customized to your needs using powerful, practical leadership principles.
S T R ATEGI C PL AN N I N G
Focused facilitation to gain clarity, consensus and commitment.
A repeated refrain from many leaders is that their work days are focused on “putting out fires.” By
leveraging Strategic Planning with an experienced trainer from Bell Leadership, you and your team will
take the time to be proactive. Together, we will build a plan to pivot and focus on the work that will lead
to future success.
We will lead you through a detailed analysis of the changes, problems, opportunities and needs of the
external environment to which your company must adapt. This analysis is based on all relevant factors,
including the company’s mission, vision, core values, internal strengths and weaknesses; the competitive
marketplace and economic conditions and goals. We will then focus on the actual work to be done, including
the organizational structure and human systems required to achieve the desired goals. Finally, you will
leave with an implementation plan that you and your team are ready to execute with confidence, having
established clarity, consensus and commitment.
24E X ECUT IVE RETREATS
Refocus your vision and reenergize your team.
Executive retreats can be the catalyst for bringing out the best in your top leaders and positioning your
organization to surpass its goals. A chance to “get away from it all” is crucial for you and your key executives
to refocus your vision, redefine your mission and reenergize your leadership practices. Visualize your next
executive retreat being led with a clear purpose, facilitated with open, honest communication amongst team
members and free of distractions.
An executive retreat requires highly-trained facilitators who have a clear understanding of your company’s
unique needs. Bell Leadership’s experienced trainers will work closely with you to prioritize the issues and
discuss the goals of your organization, maximizing your time together to produce effective results. You can
trust us to approach the planning of your event with expertise, commitment and partnered leadership.
KEYNOTE SPEA KERS
CHOOSE THE RIGHT SPEAKER.
Identifying a dynamic speaker is key to organizing a successful conference or convention. Our speakers are
experienced and highly impactful with the exceptional ability to deeply connect with people. We work with
you to guarantee that your next meeting is a resounding success by creating an exciting and meaningful
experience with concepts the audience can implement right away.
UNDERSTAND YOUR AUDIENCE & DELIVER THE RIGHT MESSAGE.
Our speakers connect with audiences and are met with resounding applause worldwide. They will deliver a
valuable educational opportunity to your colleagues and members at your next annual conference or meeting.
Our speakers would be delighted to design a custom program to meet your group’s specific needs and
objectives or present one of our proven core topics. By bringing in Bell Leadership, you will score winning
points with your team and ensure a successful event.
25L I CEN SE D P R O GR AMS:
Bring Bell Leadership training into your company
Recent client offsite program
TRAIN THE TRAINER WITH OUR LICENSED PROGRAMS
Build your culture from within.
Our Licensed Programs provide companies the ability to bring our Leadership Mastery Series® directly to their
employees, using their own facilitators.
For larger companies with hundreds or even thousands of employees, our Licensed Programs are a proven
way to cascade effective leadership skills to every level of the organization. This effective and efficient delivery
method gives your company the power to train an unlimited number of employees, maximizing your resources
and time. Start building your Achiever culture today.
LICENSED SEMINARS: SEMINARS AVAIL ABLE
• Build your company’s Achiever culture from within FOR LICENSED PROGRAMS:
• Develop your people to their fullest potential • Achievers™
• Certify in-house facilitators who understand your business • Achievers II / Great Leaders
• Teach Bell’s leadership concepts and principles • Advanced Communication
• Allow your company to train unlimited numbers of employees • Change Leadership
• Maximize your resources and time
26R OU N D TA B L E S
THE L EA DER’S ROU N DTAB LE
Learn to lead like the best: A mastery program in leadership for senior executives.
The Leader’s Roundtable is an exclusive executive peer council for C-suite and senior leaders led by our Bell
Leadership Institute experts in six, two-day meetings throughout the year in beautiful Chapel Hill, NC. This
executive leadership development program will teach you how to build your personal effectiveness so that you
can lead others successfully to grow your business.
The Leader’s Roundtable environment allows you to share ideas, questions and perspectives in a confidential
setting with peers who understand the weight of your daily responsibilities. You will learn about key leadership
concepts in each two-day meeting and are invited to present cases from your own organization or analyze
select business cases.
Learned leadership principles are applied to the various cases, and the group develops comprehensive action
plans for implementation. The continuity, review and reinforcement of each meeting enriches learning and
builds lasting changes.
To learn more about the Leader’s Roundtable and the application process, please contact Amy Hagen
at (919) 967-7904.
I N TER NAL LEA DER’S ROUND TAB LE
Build yourself. Build your people. Build your business.
The Bell Leadership Institute offers a unique Roundtable program for leadership teams and high-potential
groups. Similar to our Leaders’s Roundtable, this program is composed of six, two-day meetings throughout the
year at your office or location of your choosing. The meetings will focus on the specific topics and issues that
your group requires to gain a common understanding, operate cohesively and successfully lead your organization.
This program is great for newly-formed leadership teams; leadership teams working through business
transformation, culture and strategy shifts or organizations that want to engage high performers with their
more experienced leaders to gain their perspectives and co-create strategies to ensure the future success of
the company. Bring your team together; lead your future together.
“ It would have taken 10 years
to build the same depth of
relationships that our senior
level executives have developed
in the past 12 months through
“
our Internal Roundtable with
Bell Leadership.
—Pat Bauer, President & CEO, Heartland Dental
27Participating in a B E L L LE A D E R S H I P
program marks an initial step of your journey
to achieving significant behavioral change.
Leadership mastery takes a collection
S T E P 3:
of efforts to build yourself and your
Continue
organization. Continuous learning learning
practices are essential to achieving
great results and success.
S T E P 2:
Choose your delivery method
STEP 1:
Select your topic
28P R OG R AM FO L LO W UP
When participants return home after engaging in one of our programs, the real work begins. Lasting behavioral
change requires a commitment to the implementation and assessment of the action plan you create. We know
that the path toward leadership mastery takes hard work and persistence. We look forward to continuing to
support you and your organization to both ease and accelerate your learning on the journey forward.
A C H IE V ER S™ FO L LO W-UP R E SOU RCES :
CHECK-IN Within a week of the seminar, one of our team members will call each participant to
CALL check in and help with any questions that may arise after leaving the program.
Participants can sign up for a complimentary 30-minute coaching session with one of
COACHING
our trainers to help with any unanswered questions and take a deeper dive
SESSION
into their Bell Personality Profile results from the Achievers™ program.
Graduates may participate in an online continued learning series every six to eight
WEBINARS weeks throughout the year following the program. The first session focuses on the
365-Day Action Plan. Additional sessions include a variety of advanced and refresher
topics to help new Achievers™ refine their leadership skills.
Bell Leadership offers a comprehensive suite of follow-up services for our clients. Our team is available to
support you and your company following the program to help with continued learning and implementation of
action plans. We are happy to talk further with you about constructing an individualized follow-up system that
best fits your group’s needs.
C HOO SE YOU R N EXT TOP I C
The Bell Leadership Mastery Series™ is comprised of several topics that will accelerate your skills towards
Leadership Mastery. The order in which the seminars are taken is not important with the exception of
Achievers™ being a prerequisite for Achievers II; what is important is that you continue to build yourself and
your team to lead like the best.
As you design your leadership learning plan, you may find that you not only want to select the next topic,
you may also want to change up the delivery method. For organizations, you may want to bring the Bell
Leadership experience to your next company event/conference with a keynote or seminar, plan a targeted
offsite for your team or get your team re-focused and recharged at a leadership retreat. We can help you in
customizing your idea and provide as much support as you would like in the process, right down to the last
detail.
For more information and guidance about our topics and delivery methods, refer back to Steps 1 and 2 in
this guide, visit bellleadership.com or contact the Bell Leadership Institute at (919) 967-7904.
29L EA DER S H I P C O A C HING
Building your leadership skills to become more effective is a continuous process. A highly-skilled coach can
guide you through the stages of this process. We offer a comprehensive suite of coaching services, including
individual and group sessions to meet a variety of our clients’ coaching needs.
I N D I VI D U A L S E S SIO N S
When you attend an open-enrollment seminar, one of our coaches can work with you to master your
leadership skills and improve your effectiveness. Both face-to-face meetings and phone sessions are available.
INDIVIDUAL SESSIONS CAN HELP:
• Build Achiever Core Competencies • Master life transitions
• Reduce Extreme behaviors • Balance work and life
• Improve performance • Apply key insights from our seminars
M AS TE R C L A SSE S
A Master Class is a half or full-day session with a leadership coach designed to address your unique
strengths and weaknesses so that you can build onto your current skills, discover new talents and
contribute to your organization more effectively.
MASTER CL ASSES FOCUS ON:
• Determining your goals and objectives • Reviewing your successes—what did
• Action planning and did not work—and uncovering the
• Getting motivated obstacles that may have prevented you
• Creating a set of critical assignments to implement from reaching your desired goals
E X E C U T IV E C O A C H IN G SERI ES
Bell Leadership provides Executive Coaching for C-suite and top-level leaders. One of our skilled
coaches will guide you and your executives through a process that helps influence business outcomes.
THIS PROCESS INCLUDES THE FOLLOWING STEPS:
• Design performance goals • Execute your plan
• Determine the steps of action and resources • Review your progress and steps for
to help achieve your goals continuous improvement
More detailed information on the coaching process and topics can be found at bellleadership.com. To reserve
time for your customized coaching session with one of our qualified coaches, please call Bell Leadership
at (919) 967-7904. Fees vary based on the type and number of sessions scheduled. Special prices are
available if coaching sessions are scheduled in conjunction with an open-enrollment program.
30SU R V EY S A N D A S S ESSME NT T OOLS
QUANTITATIVE & QUALITATIVE FEEDBACK TO IMPROVE YOUR RESULTS:
Surveys play an integral role in several Bell Leadership programs. In addition to obtaining new information
and insights through program content, you are provided with individualized feedback to strengthen your
understanding of the learning objectives and their application to your personal experience.
Before you participate in a program, you will complete a self-evaluation to begin thinking deeply about the
subject matter and invite others to provide their perspectives with the same questionnaire.
During the program, the feedback provides a benchmark for analysis and supplements the coursework to
encourage self-reflection and individualized application. After the program, insights from your assessment
results provide context for setting goals for personal development.
STANDARDIZED & CUSTOM SURVEYS AVAIL ABLE:
Just like individuals, organizations often struggle to find honest and timely information about their
performance as an operational entity. In addition to our standardized surveys, Bell Leadership designs and
administers custom surveys tailored to your needs with a breakdown of results to help companies target areas
of concern. These surveys can be used in conjunction with a customized program by one of our qualified
trainers or as a standalone assessment tool.
AS PART OF THE BELL FAMILY, WE ENCOURAGE YOU TO TAKE
A D VA N TA G E O F O U R A D D I T I O N A L O P T I O N S A N D R E S O U R C E S
AS YOU CONTINUE TO BUILD YOUR LEADERSHIP LEARNING PLAN.
Please do not hesitate to reach out to us with questions or for recommendations
as you develop and navigate your journey towards Leadership Mastery.
31OUR TRAINERS, FACILITATORS AND COACHES
G E R A L D D . BELL, PH.D .
Founder and CEO of Bell Leadership Institute
• M.S. and Ph.D. from Yale University
• B.S. and M.S. from the University of Colorado Boulder
• Visiting professor at the Harvard Business School, Cornell, Stanford, McGill
and the London School of Business
• Tenured (currently Adjunct) Professor at University of North Carolina at
Chapel Hill’s Kenan-Flagler Business School
• Awarded honor of Endowed Distinguished Professorship at UNC Kenan-
Flagler Business School
• The New York Times best-selling author
You are in good company when you listen to Dr. Gerald Bell. Thousands of leaders from around the world
have experienced personal and professional growth by implementing his timeless methods.
Whether addressing an audience of thousands or consulting one-on-one, Dr. Bell helps people identify needs
and implement action plans that create dramatic change. He is a frequently-requested speaker, trainer and
consultant to leading companies. In addition, Dr. Bell’s counsel has been sought for decades by both the
Young Presidents’ Organization and Entrepreneurs’ Organization, indicating that his principles remain on the
cutting edge.
Dr. Bell’s insights are formed by over 50 years of research and a background in business and psychology.
His passion for learning and sharing his knowledge and experience with others shines through in all of his
work. This can be seen in his books: The Achievers and The New York Times best seller, The Carolina Way
he co-authored with Coach Dean Smith.
While devoting his life to the mission of building world-class leaders, Dr. Bell enjoys spending time with his
family, keeping fit, golfing, fly fishing and collecting Western art.
“ Nobody should die
before they listen
to Jerry Bell. He gets
“
to your head, heart
and stomach!
—Dave Henault
Former CEO, AFSMI
32Leadership Trainer, Executive Coach
Speaker & & Facilitator
Executive Coach
B IL L S A NFO R D, M. S. DANA L. LEBO, PH.D .
Recognized as an impactful trainer, stand-out speaker As a seasoned psychologist, Dana brings advanced skill
and insightful coach, Bill embodies a unique combination techniques from her field to help you get to the next
of substantial credibility with a down-to-earth approach. level of performance. She has lived on three continents,
Over the course of his career, Bill has used his expertise studied five languages and taught life skills to refugees
in leadership development and conflict resolution to build in Egypt and the U.S. Dana has published and presented
leaders, teams, and organizations in a wide range of internationally on women and work-life balance, and
industries—from construction, manufacturing, healthcare counseled retired NFL players on transitioning to life
and higher education, to agriculture, finance and technology. beyond football.
• M.S. in Comparative Politics from London School of • Ph.D. in Psychology from Columbia University
Economics and Political Science • M.A. in Counseling Psychology from Columbia’s
• M.S. in Conflict Analysis and Resolution from the Teachers College
Institute for Conflict Analysis and Resolution at George • M.A. with a Concentration in International Business
Mason University from Georgetown University’s Graduate School of Arts
• Morehead Scholar recipient from University of North and Sciences
Carolina at Chapel Hill • B.A. in American Studies from Georgetown
• B.A. in International Studies and Political Science from University’s College of Arts and Sciences
University of North Carolina at Chapel Hill
Leadership Trainer,
Executive Leadership
Speaker &
Facilitator & Coach
Executive Coach
JON. S. PLAYER, J.D., M.S.P.H. BERI L S TEI NER, PH.D .
Clients who work with Jon are not surprised to learn As a program facilitator, Beril guides leaders to reflect on
about his background as an attorney and a scientist. their personal impact, to improve their decision making
Prior to joining Bell Leadership, Jon sharpened his and refine their communication skills. Her keen insights
presentation skills before judges and juries, and and practical strategies enable people to increase their
developed a reputation as an attorney who could break personal and professional influence. Beril’s global
down complex issues into manageable elements. His perspective fuels a commitment to empowering leaders
investigative approach proves useful in the identification as they focus their vision of excellence for themselves
and analysis of issues that hinder growth. and their organizations.
• J.D., cum laude, from the University of Richmond • M.A and Ph.D in Developmental Psychology from
School of Law University of North Carolina at Chapel Hill
• M.S. in Environmental Health from University of • Post Doctoral Fellow: Frank Porter Graham
North Carolina at Chapel Hill’s Gillings School of Development Center
Public Health • Adjunct Faculty University of North Carolina at
• B.S. in Biology from University of North Carolina Chapel Hill, Franklin University, Switzerland and
at Chapel Hill Columbia University, Teachers College
For additional detail and information about our Trainers, Facilitators and Coaches, please visit bellleadership.com. 33RECENT BELL LEADERSHIP CLIENTS
48 Years of Excellence
OVER 500,000 LEADERS
All 50 states and 50+ countries
A CROSS ALL IN DU STRIES
34AAR Corporation First Citizens Bank
Advanced Technology Services Fleet Feet Incorporated
American Gas Association GlaxoSmithKline
AMERIND Risk Grady-White Boats, Inc.
Archery Trade Association Granite Properties
Argo Group Great Northern Instore
Atlantic Marine Habitat for Humanity
Attebury Grain, LLC Heartland Dental
Balfour Beatty Construction Hines
Barnhardt Manufacturing Group Indiana Electric Cooperative
Bausch Health JUICE Pharma Worldwide
Biscuitville Keypath Education
Boddie-Noell Enterprises, Inc. Klipsch Group, Inc.
Brooks Bell, Inc. Kraft Foods
Burt’s Bees MacAllister Machinery, Inc.
Butterball Magid Glove & Safety
Capital One Mill Creek Residential Trust LLC
Capitol Broadcasting Company National Marine Manufacturers Association
CAPTRUST Financial Advisors Omnicom Health Group
Caterpillar, Inc. Pepsi Bottling Ventures LLC
Charter Homes & Neighborhoods Pomerleau
Cisco R.W. Tomlinson
Citrix Radio Flyer
Coca-Cola Red Hat, Inc.
Cornerstone Building Brands Rho, Inc.
Council for Entrepreneurial Development Stryker
Cree, Inc. Tennesse Valley Authority
D.G. Yuengling & Son, Inc. The Home Depot
Dot Foods, Inc. The Orvis Company
Duke Energy US Polo Association
East West Partners VF Corporation
Entrepreneuers Organization Vietri, Inc.
Extraco Banks Young President’s Organization
Ferguson Zachry Industrial, Inc.
35WE
BUILD
LEADERS ®
36N OT E S
37The BELL LEADERSHIP INSTITUTE
provides a comprehensive suite of proven
solutions, grounded in more than 50 years of
research, that creates LASTING RESULTS.
Our clients receive an in-depth and P E R S O N A L
LEA R NI NG EX PE RI E N CE in a focused
environment with support from our dedicated
and insightful team.
W E B UI L D L E A D E R S ®
Call (919) 967-7904 | Email info@bellleadership.com | Visit bellleadership.comYou can also read
