customized, actionable Workshops
With 30 years of experience, Jason has directly worked with more than 100 companies and his teams have supported several hundred more globally. This extensive background in addressing complex growth and transformation challenges and opportunities, combined with a pragmatic, action-oriented approach, has made him a trusted and sought after advisor to organizations worldwide.
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Beyond his advisory and consulting roles, Jason leverages his thought leadership and operational expertise to deliver impactful half-day and full-day workshops. These workshops are designed to equip executive leaders and their teams with practical knowledge and tools that drive immediate changes in mindset and behavior. Participants gain the ability to make more informed decisions, prioritize effectively, streamline processes, and improve business outcomes.​
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Below are the most popular topics. Each workshop is "operationally interactive" and customized to the unique context of your business and teams. These sessions not only explore concepts but also actively facilitate problem-solving to develop actionable frameworks, priorities, and solutions. The goal is to create momentum and clear pathways for impact immediately following the workshop.
Deliberate Growth
Every company aspires to create more value—whether by acquiring and retaining customers, enhancing customer lifetime value (LTV), fostering loyalty, improving pricing and margins, or refining product-market fit to build stronger competitive advantages. This universal need spans B2C and B2B businesses, private equity-backed growth-stage companies, and established public companies with long-standing market leadership.
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Driving growth requires deliberate strategy and execution. Success hinges on building the right functional organizations with top talent, aligning on high-impact initiatives and investments, and leveraging the right data, analytics, and technology to inform decisions.
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This workshop is offered at two levels:
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For Senior Executives: A deep dive into building growth-focused organizations, developing teams, and enhancing capabilities to enable scalable and sustainable value creation.
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For Teams: A hands-on approach focused on improving execution, creating or refining a growth roadmap, and learning how to prioritize initiatives for maximum impact.
Both versions of the workshop are designed to equip participants with actionable strategies and tools to make an immediate difference in their organizations.
leveraging ai and other modern technologIES
A key component of driving deliberate growth is understanding how to leverage transformative technologies to create value. Large language models (LLMs) and Generative AI represent the most significant technological shift since the advent of mobile, with the potential to generate trillions of dollars in value across industries.
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This workshop equips teams with a comprehensive understanding of the AI landscape, focusing on the most impactful use cases and strategies for incorporating these technologies into their operations. Participants will learn how to harness AI to address existing challenges more effectively and unlock new opportunities that were previously out of reach.
unlocking the value of personalization
Both companies and their customers seek more personalized experiences. Personalization has consistently been proven to drive higher conversion rates, improve retention, and increase customer lifetime value (LTV). At scale, these outcomes contribute to both customer equity and brand equity.
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Despite being rich in data and technology, many companies still face challenges in execution, struggling to connect the dots between insights and action.
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This workshop provides a practical blueprint for effective personalization, covering the necessary skill sets, data management, analytics, and technology required to execute personalization strategies at scale. Topics range from foundational personalization techniques to leading-edge, self-learning AI-based personalization, which can reduce or even eliminate the need for traditional A/B testing.
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For a comprehensive approach, this workshop can be combined with "Leveraging AI and Other Modern Technologies," empowering your teams to fully unlock the value of your customer data and relationships.
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building high
performing teamS
Few things are as critical to an organization’s success as building high-performing teams — starting with the leadership team. Each leader should, in turn, cultivate the same level of excellence within their respective functions.
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While there are many proven frameworks and methods for building high performing teams, most focus on foundational principles: establishing trust, aligning around a shared vision, setting quantifiable goals, and fostering accountability.
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This workshop builds on these principles, and incorporates the unique context of your business and growth objectives. If your organization has already adopted or prefers a specific framework, the workshop can be customized to align with and enhance that approach, ensuring maximum relevance and impact.
