Bespoke Workshops to Shape Your Transformation Strategy

Clarity in complexity. Confidence in change.

Whether you’re navigating climate change, digital disruption, regulatory shifts, or evolving stakeholder expectations, business transition is becoming an imperative. Our bespoke scenario planning workshops are designed to help executive teams and boards think strategically about change, explore multiple futures, and align around actionable paths forward.

From technology investment decisions to transformation into a social impact-led organization, we help facilitate the conversations that help organizations transition from uncertainty to informed, strategic action.

Select from a deep well of experienced subject matter experts for co-facilitators with the appropriate level of expertise required to inform and frame your unique transition.

What we Offer

Through highly tailored, expert-led sessions, we help leadership teams:

  • Explore strategic scenarios that reflect the business, regulatory, technological, and environmental forces shaping your future
  • Stress-test current plans against plausible external disruptions and internal constraints
  • Clarify key inflection points to anticipate rather than react to change
  • Build alignment across leadership to accelerate confident decision-making
  • Identify opportunities for reinvention, resilience, and long-term value creation

Our workshops are structured yet flexible, built around your organization's specific challenges and transformation goals. Facilitation teams are selected from the CSO Partner team based on the multi-disciplinary expertise required for your unique business opportunities and risks.

Who We Work With

We support:

  • Executive teams charting new strategic directions
  • Boards seeking clarity on risk and opportunity
  • Transformation leaders designing change initiatives
  • Organizations responding to complex internal or external change

Why it works

Transformation succeeds when leaders are aligned, risks are well understood, and opportunities are framed with clarity. Scenario planning provides a structured yet creative environment to explore what’s possible — and how to get there.

In a landscape of rapid change, strategic foresight is your greatest asset.

Workshops and resulting outcomes reports and frameworks are aligned to the IFRS International Sustainability Standards Board sustainability and climate change disclosure standards, in addition to standards and guidance relevant to your industry and business strategy.

Let's talk

Our Facilitators

Susan McGeachie
Wendy Potomski

Let us help you help you lead with clarity, confidence, and purpose. Get in touch to explore how a bespoke scenario planning workshop can support your transformation journey.

Susan McGeachie, MBA

Founding Partner and CEO

Susan McGeachie is a founding partner at Global Climate Finance Accelerator (GCFA), which convenes partnerships across business, finance, and government on strategies, policies, procedures, and tools to finance climate solutions. With over 20 years of experience in sustainable finance, Susan has held leadership positions in banking, management consulting, and engineering firms, as the Head of the BMO Climate Institute, Global Director of the Climate Change practice at Hatch, and the Central Market Leader for EY's Climate Change and Sustainability Services practice.

Susan received her MBA from the Schulich School of Business, York University with a specialization in international finance and sustainability and holds a first degree in Public Policy from the University of Guelph. She holds a 2024 certificate in Private Markets Investments from the Saïd Business School, University of Oxford.

Wendy Potomski, CFA

Managing Partner and COO

Wendy Potomski is a Chartered Financial Analyst (CFA) charterholder and the founder of Brookstone Strategy Group, which works with senior management, executives and boards of organizations going through change stemming from regulatory issues, a shift in corporate strategic direction, structural changes within their industry or with organizations looking to improve both their financial and operational performance.

Wendy specializes in finance and operational effectiveness, investment analysis and capital raising, business plan and business case development and assessment, energy and carbon management program development, program development and program reviews, project and change management, and public-private partnerships.