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Psychologists and the Business of Behavior Series

Part 2: Psychologists and the Business of Behavior: Assessing Leaders and Executives with Guest Rob Kaiser

Bill Berman, Ph.D.
Laurie Moret, Ph.D.
Marnie Shanbhag, Ph.D.
Rob Kaiser
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Description

This session will explore the distinctive role of psychological assessment in business settings, highlighting how tools designed for leadership, talent development, and organizational effectiveness differ fundamentally from clinical assessment approaches. Guest expert Rob Kaiser—renowned for his contributions to leadership assessment and derailing behaviors—will join Drs. Berman, Moret, and Shanbhag to examine how psychologists can apply assessment strategically to inform coaching engagements, enhance organizational decision making, and support clients’ growth while maintaining clarity about the boundaries and ethics involved between business-focused evaluation and clinical work.

Learning Objectives

Participants will be able to:

  • Explain some of the differences in coaching roles.

  • Identify at least one ethical and one legal consideration when delivering assessment services.

  • Differentiate business focused psychological assessment from clinical assessment as it related to leadership effectiveness, role fit, and organizational performance.

  • Describe two ways in which multidimensional assessment data (e.g., 360 feedback, validated leadership instruments) can inform goal setting and coaching strategy.

Educational Goal

explore the distinctive role of psychological assessment in business settings, highlighting how tools designed for leadership, talent development, and organizational effectiveness differ fundamentally from clinical assessment approaches.

Presenters

Bill Berman, Ph.D.
Bill Berman is a consultant/coach to executives, a licensed psychologist, and a serial entrepreneur. For the past 20 years he has been CEO of Berman Leadership Development, an executive development firm in New York City. Prior to that, founded a software company which he sold seven years later to a healthcare information company. There, he led their professional services business unit. Bill has published more than 50 articles, and his most recent book is, “Influence and Impact: Discover and Excel at What Your Organization Needs from You The Most,” published by Wiley. Bill earned his B.A. from Harvard University, his Ph.D. from Yale, and has been on the full-time faculty of Cornell Medical College and Fordham University.
Laurie Moret, Ph.D.
Laurie B. Moret, Ph.D. is a consulting psychologist who has been working as a leadership and organizational development consultant and coach for the past 25 years. Prior to starting her own business in 2007, Dr. Moret was a senior client partner at Korn/Ferry and a senior vice president of organizational consulting at Right Management as well as a member of that firm's Coaching and Leadership Development Centers of Excellence. Dr. Moret has authored research and opinion articles on a variety of topics, and most recently, she published a book on consulting in National Security settings. She earned her BA from Washington University in St. Louis, her MA from University of Georgia, and her PhD in psychology from Arizona State University. She is a fellow of the American Psychological Association and maintains licenses in Florida and Virginia.
Marnie Shanbhag, Ph.D.
Marnie Shanbhag, PhD leads the Office of Independent Practice for the American Psychological Association (APA). In this role, she leads APA’s efforts to promote independent practice and support private practitioners as part of APA’s goals to advance the profession. Dr. Shanbhag is a Florida licensed psychologist with seventeen years’ experience in independent private practice prior to joining APA. Her expertise spans both mental health practice providing adult psychotherapy services and applied practice providing executive coaching and consulting services. She has coached mid-level and senior level executives from Fortune 500 firms to small family-owned businesses. Prior to opening her own practice, Dr. Shanbhag served as the Executive Director of a nonprofit agency, coordinating maternal and child health systems.
Rob Kaiser
Rob is an engaging speaker and author whose groundbreaking research identified versatility as the defining leadership capability in a world of disruptive change. He works with top executives at leading companies worldwide, helping them build winning cultures and deliver superior results. Creator of the patented Leadership Versatility Index 360 and related tools, Rob turns rigorous science into competitive advantage at the highest levels of leadership.

Financially Sponsored By

  • Society for Consulting Psychology