OneAccord

OneAccord For 25+ years, OneAccord has served 650 organizations across nonprofit and for-profit sectors.

We help owners gain clarity, strengthen leadership, improve execution, reduce risk, and build long-term value for growth, transition, and lasting impact. OneAccord works with mid-market companies and organizations, both for-profit and nonprofit, to change the trajectory of revenue growth. Our Principals step in to build value, operating out of core values that differentiate their approach from a t

ypical consulting firm. They incorporate the best practices in both strategy and execution; their objectives are focused on driving profitable, sustainable growth for the business owner.

When was the last time your strategic planning conversation surfaced everything that needed to be said?For most leadersh...
05/22/2026

When was the last time your strategic planning conversation surfaced everything that needed to be said?

For most leadership teams, the answer is “not the last one.” And it’s usually not for the reasons you’d expect. Even strong teams run into the same pattern: one leader guiding the discussion while also contributing to it, and the team quietly calibrating around it.

Our new guide for community banks and credit unions covers four signs this may be happening in your planning conversations, and what to do about it.

Grab it at the link in our bio or here:https://oneaccord.co/wp-content/uploads/2026/05/OneAccord_LeadGen_4Signs_v2.pdf

05/21/2026

What percentage of companies have an organized, structured training system?

In this clip, our CEO Nick Anderson and OneAccord Principal Jesse Kreun get to the answer.

Roughly 10 percent.

Most companies rely on on-the-job training, with new hires shadowing whoever happens to be available. The result is inconsistent, hard to scale, and almost guaranteed to produce different outcomes from one team member to the next.

The fix is not complicated. Standard operating procedures, paired with structured training, give your team one way of doing things and a repeatable path to get there. Whether it lives in an LMS or comes from a trainer, the standard is the same.

That is how strong companies are built.

Watch the full conversation on our YouTube channel.

Spots are filling for our next Value Accelerator Workshop on May 29 in Kirkland, WA.Built specifically for the growth mi...
05/19/2026

Spots are filling for our next Value Accelerator Workshop on May 29 in Kirkland, WA.

Built specifically for the growth minded CEO, this intensive day equips business owners with the knowledge, tools, and strategies needed to significantly increase the value of their companies.

You will leave with the ability to:
• Identify and address the key factors impacting your business valuation
• Develop actionable plans for growth and operational efficiency
• Prepare your business for a successful transition or exit

If you have been thinking about what comes next for your company, this is the room to be in.

Register here: https://oneaccord.co/valueacceleratorworkshop/

05/15/2026

Not every buyer is the same buyer.

In this clip from our podcast, Craig Dickens, CEO of Merit Investment Bank, breaks down the two main categories every business owner should understand before going to market.

Strategic buyers are typically inside your industry. They already have a management team that could step in and run your business the day after closing, which means lower risk and often lower dependence on the seller staying involved.

Financial buyers, like private equity, are different. They see your business as a platform to grow further. The catch? They are not coming in to run it. That puts more weight on your second in command and on the systems you have built to operate without you.

Either way, the same truth holds. Build it as if you are going to sell it, and you might find you do not want to.

Watch the full conversation on our YouTube channel.

05/14/2026

What does a Chief People Officer actually do?

In our latest conversation with Phil Goodman of Talent Realized , our CEO Nick Anderson got a clear answer.

A CPO is, in many ways, the mirror image of a CFO. Where finance oversees the flow of capital, the Chief People Officer oversees the flow of people, from recruiting and onboarding through compensation, compliance, performance management, culture, and ultimately the exit. The entire employee lifecycle, owned at the executive level.

It is a role more companies are leaning into as they recognize that talent is not an HR function. It is a strategic one.

Watch the full conversation on our YouTube channel.

Most businesses do not fail because of a bad strategy. They fail because the change required to execute it never actuall...
05/13/2026

Most businesses do not fail because of a bad strategy.

They fail because the change required to execute it never actually takes hold. Change management is the work that closes that gap. It is how leaders move an organization from where it is to where it needs to be, with clarity at every level and the discipline to make sure new ways of operating actually stick.

That is the work we do at OneAccord. We sit alongside leadership teams during the moments that matter most, transitions, restructures, growth phases, succession planning, and we help them lead through change without losing momentum, alignment, or their people.

A plan on paper is not the goal. A team moving in the same direction, with shared purpose, is.

Honored to share this news. OneAccord has been named the exclusive strategic planning referral partner of the Washington...
05/12/2026

Honored to share this news.

OneAccord has been named the exclusive strategic planning referral partner of the Washington Bankers Association.

Through this partnership, WBA member banks across Washington State will have direct access to OneAccord’s Financial Institutions Practice, a specialized team with more than 25 years of advisory experience working alongside community financial institutions to strengthen strategy, build leadership capacity, and drive consistent ex*****on.

A genuine thank you to Duncan Taylor, the team, and our own Michael Kadel for the work that made this possible. Community banks are the backbone of local economies, and we are proud to bring our work to the institutions serving Washington families and businesses every day.

Read the full announcement here: https://www.einpresswire.com/article/909712318/oneaccord-named-exclusive-strategic-planning-referral-partner-of-the-washington-bankers-association

05/08/2026

AI risk doesn’t sit outside compliance frameworks.

It runs directly through them.

When organizations manage data for others, expectations around diligence, care, and control already exist. AI simply accelerates how quickly gaps become visible—and actionable.

A short clip from The Value Factory Podcast on AI risk, compliance expectations, and accountability.

Featuring Jeromie Jackson.

Full episode out now. Watch the full episode here:
https://youtu.be/IIxYzg8McbI
All previous episodes are available on all major streaming platforms.

05/08/2026

If you inherited a team of relationship managers at a community financial institution, what would you do on day 91?

Michael Kadel, Managing Principal of our Financial Institutions Practice, would stop hiring bankers and start hiring hunters.

The traditional model assumes every relationship manager can do everything. Find new business. Retain existing accounts. Cross-sell. Manage relationships. The result is usually a team of generalists hitting around 70% of plan because no one is built for the full scope.

Mike’s model breaks the role into two distinct profiles.

60% hunters. They thrive on rejection, live for the yes, and are deeply uncomfortable with the status quo. Their job is to find new business.

40% farmers. They build deep, lasting relationships, focus on retention, and lead with service. Their job is to grow what already exists.

Under this model, hunters hit 110%. Farmers hit 95%. Total team performance climbs significantly above where it was before.

This is part 2 of 7 in Mike’s series. Follow along for the rest.

05/07/2026

AI projects don’t fail because of ambition.

They fail because strategy comes too late.

Without clarity on value, costs, and visibility, even the best tools fall short. Successful adoption starts by understanding where impact actually lives inside the business.

A short clip from The Value Factory Podcast on why AI strategy must come before ex*****on.
Featuring Jeromie Jackson.

Full episode out now. Watch the full episode here:
https://youtu.be/IIxYzg8McbI
All previous episodes are available on all major streaming platforms.

05/07/2026

“In the world of LinkedIn, everyone is an AI expert. In the real world, most teams are barely using it.”

In the latest episode of the Owner to Owner Podcast, Nick Anderson and Phil Goodman, founder of Talent Realized and OneAccord’s fractional Chief People Officer, talk about the gap between AI hype and AI adoption inside actual companies.

Phil shares a conversation he has been having with clients more frequently. They come to him with approval to backfill an admin or coordinator role. His response: before we hire, let’s take a look at how many of our current admins and coordinators are using AI to even half its capacity. The honest answer is usually that very few of them are.

The takeaway is not that AI replaces people. It is that fluency in the technology has become a baseline expectation for almost every operational role. Companies that are quietly building that fluency now will be the ones that look up in two years and realize how far ahead they are.

Full episode at the link in bio.

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