Become a Better Leader!

Part of being in the career hot seat is dealing with the unknown. Making the tough decisions. Powering through unforeseen obstacles and unexpected failures. And through all of this, in my practice, many leaders have confidentially shared “It’s lonely at the top.”

You are not alone

A 2013 study by the Stanford Business School found that nearly two-thirds of CEOs don’t receive executive coaching or leadership development. And almost half of senior executives in general aren’t receiving any, either. Paradoxically, nearly 100 percent said they would like coaching to enhance their development, as both Bloomberg BusinessWeek and Forbes reported in recent articles.

As your coach

I have deep passion for helping others reach their potential. I didn’t just wake up one day and decide to hang out a coaching shingle. I am a licensed clinical psychologist who has dedicated my career to helping people craft professional and personal lives that they love, from the inside out. For more than 25 years I have coached senior executives; from organizational leaders of global Fortune 50 companies, to owner entrepreneurs charting the course for family-owned business, to maverick leaders of some of the most exciting startups today. What I really love is working with leaders who are realizing the competitive advantage of learning and developing.


What I do Specifically

I partner with my clients to learn about the ways they may unknowingly be getting in their own way. These insights are then complemented with practices to overcome barriers to their career effectiveness and overall happiness.

With business and organizational teams, I draw on my years of interpersonal group process experience to design and facilitate team-building sessions that enable team members to take an honest look at themselves and the dynamics of their situation. The results are greater trust, collaboration, and team momentum and efficiency.

When not working with individual clients or teams, I offer leadership and other growth related trainings around the world. I especially enjoy working with members of the Young Presidents’ Organization – an outstanding global network of young chief executives and their families.

YPO Forum Services

Forum Fundamentals Services

Every new YPO member wishing to join a forum is expected to participate in a one day Forum Fundamentals training led by a Certified Facilitator. I relate to this day as an initiation of sorts for the new member.

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Forum Moderator Development

Since all YPO Forum members are expected to play the Moderator role at some time, this training gives you a chance to get a clearer look at how your forum functions and how to lead it.

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Forum Retreats / Supercharge

Every year forums are expected to go on a retreat. At their best, these two to four day occasions strive to combine fun and learning in a comprehensive program that seamlessly honors both.

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Couples Retreats Services

We replay our emotional patterns over and over again. How do we develop a sense of humor about them? What are the ways that we’re difficult to be with?

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Keynote / Facilitation Services

In my Facilitations and Keynotes I will use programs and processes drawn from some of the examples of the modular materials below. These can serve as either chapter wide events, or as rendering this material into forum retreat experiences.

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Spousal Forum Services

Spouses of members who are in a Forum often want the opportunity to experience Forum. In the same manner in which the YPO member benefits from Forum, the spouse will similarly benefit.

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I met Dr. Bert Parlee in 2004 when he was leading an Integral Transformative Workshop in Colorado. Years later, while I was seeking ways to become “unstuck” regarding my transition to a new challenge after decades with IBM, I reached out to Bert to see if he would become my personal coach. Now, after nearly 10 months of coaching with Bert, I have gained a greater understanding into who I am and who I am becoming. Bert provides insight and wisdom across a wide range of disciplines. While using an active inquiry method of questioning and counseling to assist in understanding underlying issues, emotions, passions, blockages, and challenges, Bert has helped me develop my own insights and strategies that are assisting me in my professional career and in my personal relationships. I have immensely enjoyed our work together and recommend Bert highly.

Jim Loving, IBM: Business Executive Development.

I continue to unfold and transform in ways that are truly awesome. Working with you has been simply brilliant. You are a blessing in my life.

Kelley Snodgrass, NY

Bert is a wise and compassionate trusted advisor. His coaching has profoundly impacted not only my own life, but also the lives of those closest to me.

Robin Reinach, NYC

Bert’s remarkable range of understanding informs how my career development must be aligned with my personal and spiritual growth. His guidance has facilitated great optimism and practical problem-solving.

Jon Palarz, L.A.

I have worked with Bert Parlee for the last 7 months in his role at the Stagen Group in Dallas, Texas. I have found Bert’s insights, experience and intellect to be of high value to me in my role with the Young Presidents’ Organization. Bert has been instrumental in digging into challenges that have come up, and working on a strategy to best address them. His advice and counsel has been extremely helpful and on the mark.

The key to Bert’s success in my humble opinion is his ability to listen, and to draw conclusions based on his experience and training. He offers both business based solutions, as well as a personal, people based perspective that fits my style very well. He is solutions oriented and is committed to making people successful.

I would highly recommend Bert to someone who is looking for a holistic approach to finding solutions.

David Cook, Executive Director, YPO

Bert is both compassionate and brilliant. Whether you are looking to become more healthy with where you are or transcend to the next level, I highly recommend partnering with Bert in your journey.

Clint Pardoe, Author, “The 4 Secrets to College Life Success”

I wanted to thank you for the week long training and coaching you conducted for the various groups in our chapter. You were definitely the man for the job! I was very worried that one person wouldn’t be able to address all the different needs that our chapter had, but your background and education proved to be EXACTLY what we needed. Your name continues to be brought up at our chapter events and we look forward to working together in the future. Thanks again for the successful training and moderating… let’s stay in touch.

Bryan Dyson, YPO Forum Officer
, OKC Chapter

I have benefitted tremendously from Bert over the years. In my role as Dallas YPO Chapter Chair and Board member, I received great feedback from our members and spouses regarding Bert’s forum retreat facilitations. Bert provides both a secure and demanding container to explore personal life and business challenges. Having been in a partnership relationship from the outset with a senior member, Bert helped me expand my perspective so that I was better able to navigate my way through crucial conversations with this partner (with who I had father figure dynamics in play), enabling me to buy him out. The business has been able build into a whole next level of valuation, and is now becoming a national presence.

Brian Schultz, CEO Studio Movie Grill YPO Dallas Chapter Chair

In my leadership role with YPO (Young Presidents Organization), I have worked with Bert Parlee for the last 3 years in his role Senior Advisor role at the Stagen Group in Dallas. I have found Bert’s insights, experience and approaches to be of the highest value. Bert has been instrumental in digging into what had been intractable problems. He has been able to creatively craft effective strategies and practices to transform these dilemmas into opportunities. His advice and counsel has been nothing less than liberating for me and my team.

David W. Cook, Executive Director, YPO-WPO International Events Team

Our “next generation” management team training program has been a much smoother process due to Bert Parlee’s expert leadership. There is no doubt in the owners’ mind that Bert has been successful in ways that went beyond the current owners’ thinking and training methods for their next generation team. We are delighted that things are working much better than expected due to Bert’s leadership.

Clayton Smith, CEO, Smith Management Inc., Dallas

Ken Wilber


Integral Institute

As my Chief of Staff, Bert assists Integral Institute members from all walks of life to contend with personal and professional challenges; and within these, to recognize and cultivate opportunities for growth and change. He is a natural facilitator, teacher, and coach, and I recommend him without reservation to anyone who is interested in transformation.

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    Bert Parlee


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