Brands Served

Brands Served

Brands Served

American Express, AbbVie, ALDI, Altisource, Altria, Ameriprise Financial, AT&T, AmerisourceBergen, Austin Powder, Bass Pro Shops, BearingPoint, Blue-Cross Blue-Shield, BMW, Brown Advisory, Burning Man, Caesars Entertainment, Capital One, CDW, Chicago Cubs, Churchill Downs, Chrysler, Cisco, Dallas Mavericks, Energy Transfer Partners, EQT Corporation, Exelon, Federal Express, Federal Reserve Bank of Chicago, Fifth Third Bank, FTI Consulting, GE Capital, Google, Global Guardian, Goldman Sachs, Health Care Service Corporation, HP, IBM, Independent Health, Intelsat, Iron Mountain, Jensen Hughes, JP Morgan Chase, Kingdom of Saudi Arabia, Las Vegas Sands Corporation, Lockheed Martin, Mars, McKesson, Metra, Metropolitan Pier & Exposition Authority, Microsoft, Mylan Pharmaceuticals, NBC Universal, National Bank of London, National Basketball Association, Neom, NextEra, NFLPA, Northern Trust, PepsiCo, Philip Morris, PricewaterhouseCoopers, Robert Half International, Southern Wines, Sun Microsystems, Susquehanna International Group, Symantec, Takeda Pharmaceuticals, TASER, Tenet Health, Tiffany’s, Time Warner, Tishman Speyer, Trellix, UBS,, U.S. Department of Defense, U.S. Department of Homeland Security, U.S. Federal Protective Services, U.S. House of Representatives, U.S. Immigration and Customs Enforcement, U.S. Secret Service Association, Walmart, Walt Disney Company, Wegmans Food Markets, Wayfair, Western Union, Wisconsin Energy Group, Zoetis.

American Express, AbbVie, ALDI, Altisource, Altria, Ameriprise Financial, AT&T, AmerisourceBergen, Austin Powder, Bass Pro Shops, BearingPoint, Blue-Cross Blue-Shield, BMW, Brown Advisory, Burning Man, Caesars Entertainment, Capital One, CDW, Chicago Cubs, Churchill Downs, Chrysler, Cisco, Dallas Mavericks, Energy Transfer Partners, EQT Corporation, Exelon, Federal Express, Federal Reserve Bank of Chicago, Fifth Third Bank, FTI Consulting, GE Capital, Google, Global Guardian, Goldman Sachs, Health Care Service Corporation, HP, IBM, Independent Health, Intelsat, Iron Mountain, Jensen Hughes, JP Morgan Chase, Kingdom of Saudi Arabia, Las Vegas Sands Corporation, Lockheed Martin, Mars, McKesson, Metra, Metropolitan Pier & Exposition Authority, Microsoft, Mylan Pharmaceuticals, NBC Universal, National Bank of London, National Basketball Association, Neom, NextEra, NFLPA, Northern Trust, PepsiCo, Philip Morris, PricewaterhouseCoopers, Robert Half International, Southern Wines, Sun Microsystems, Susquehanna International Group, Symantec, Takeda Pharmaceuticals, TASER, Tenet Health, Tiffany’s, Time Warner, Tishman Speyer, Trellix, UBS,, U.S. Department of Defense, U.S. Department of Homeland Security, U.S. Federal Protective Services, U.S. House of Representatives, U.S. Immigration and Customs Enforcement, U.S. Secret Service Association, Walmart, Walt Disney Company, Wegmans Food Markets, Wayfair, Western Union, Wisconsin Energy Group, Zoetis.

Industries Served

Industries Served

Financial Services, Healthcare + Bioscience, Pharmaceuticals, Technology, Consumer Products, Retail + Luxury, Food + Beverage, Energy, Automotive, Manufacturing, Media + Entertainment, Telecommunications, Transportation, Supply Chain + Logistics, Professional Services, Legal + Compliance, Investment Management, Hospitality + Gaming, Defense + Intelligence, Cybersecurity, Private Equity, Government + Public Sector, Professional Sports, Real Estate + Development, Family Offices

Financial Services, Healthcare + Bioscience, Pharmaceuticals, Technology, Consumer Products, Retail + Luxury, Food + Beverage, Energy, Automotive, Manufacturing, Media + Entertainment, Telecommunications, Transportation, Supply Chain + Logistics, Professional Services, Legal + Compliance, Investment Management, Hospitality + Gaming, Defense + Intelligence, Cybersecurity, Private Equity, Government + Public Sector, Professional Sports, Real Estate + Development, Family Offices

Selected Engagements

Selected Engagements

The following examples illustrate the types of narrative governance initiatives Stephen has supported — major transformations, messaging architecture builds, strategic repositionings, and high-stakes competitive moments across some of the world's most complex organizations.

The following examples illustrate the types of narrative governance initiatives Stephen has supported — major transformations, messaging architecture builds, strategic repositionings, and high-stakes competitive moments across some of the world's most complex organizations.

PricewaterhouseCoopers


PricewaterhouseCoopers


Leadership messaging across U.S. Advisory Practices — Seven-year engagement supporting 50 teams


Leadership messaging across U.S. Advisory Practices — Seven-year engagement supporting 50 teams


Stephen worked extensively with individual leaders and practices across the U.S. Advisory businesses of PricewaterhouseCoopers, supporting several hundred strategic communications and thought-leadership initiatives.


The relationship began with the development of client-facing marketing materials and expanded into direct support to select leaders creating and curating critical messaging related to M&A, enterprise transformation, organizational change, and the strategic positioning of advisory services.


He collaborated with more than 50 teams across PwC's Advisory practices and authored or contributed to 600+ publications. He also authored PwC's flagship 10-year strategy white paper for the firm's global practice — governing the narrative of an entire professional services enterprise across a decade of strategic ambition.


Stephen worked extensively with individual leaders and practices across the U.S. Advisory businesses of PricewaterhouseCoopers, supporting several hundred strategic communications and thought-leadership initiatives.


The relationship began with the development of client-facing marketing materials and expanded into direct support to select leaders creating and curating critical messaging related to M&A, enterprise transformation, organizational change, and the strategic positioning of advisory services.


He collaborated with more than 50 teams across PwC's Advisory practices and authored or contributed to 600+ publications. He also authored PwC's flagship 10-year strategy white paper for the firm's global practice — governing the narrative of an entire professional services enterprise across a decade of strategic ambition.


Cisco

Cisco

$3B division shifting from manufacturing to services

$3B division shifting from manufacturing to services

Stephen supported the CEO of Cisco's $3 billion Advanced Services division during a major business transformation.


After early internal efforts to articulate the transformation messaging proved insufficient, Stephen was engaged to govern the narrative architecture capable of aligning stakeholders across the division.


Over a six-month engagement he created the strategic narrative framework for the enterprise and cascading messaging architectures for five major business units — giving every leader in the organization an authoritative source to communicate from.

Stephen supported the CEO of Cisco's $3 billion Advanced Services division during a major business transformation.


After early internal efforts to articulate the transformation messaging proved insufficient, Stephen was engaged to govern the narrative architecture capable of aligning stakeholders across the division.


Over a six-month engagement he created the strategic narrative framework for the enterprise and cascading messaging architectures for five major business units — giving every leader in the organization an authoritative source to communicate from.

FedEx

FedEx

Global Strategy and Risk Advisory — Decade-long advisory engagement

Global Strategy and Risk Advisory — Decade-long advisory engagement

Stephen led the communications and reporting function supporting the firm's long-standing advisory engagement with FedEx's corporate security organization.


Over a decade, he oversaw the development and publication of more than 40 major reports and strategic documents for FedEx's Chief Security Officer — governing the narrative of a global security function across investigations, operational assessments, and risk analyses in high-stakes environments worldwide.

Stephen led the communications and reporting function supporting the firm's long-standing advisory engagement with FedEx's corporate security organization.


Over a decade, he oversaw the development and publication of more than 40 major reports and strategic documents for FedEx's Chief Security Officer — governing the narrative of a global security function across investigations, operational assessments, and risk analyses in high-stakes environments worldwide.

Mars

Mars

Global Security Strategy and Organizational Transformation — Five-year engagement

Global Security Strategy and Organizational Transformation — Five-year engagement



Stephen provided direct advisory support to the Chief Security Officer of Mars over a five-year period during a major transformation of the company's global security function.


Working closely with the CSO and his leadership team, Stephen first designed and developed the organization's three-year global strategy. He then led development of a series of leadership communications used to articulate the function's vision, operating principles, and strategic priorities.


Collectively, this portfolio of work established the governing narrative that repositioned a tactical operation as a strategic partner to the business.


Stephen provided direct advisory support to the Chief Security Officer of Mars over a five-year period during a major transformation of the company's global security function.


Working closely with the CSO and his leadership team, Stephen first designed and developed the organization's three-year global strategy. He then led development of a series of leadership communications used to articulate the function's vision, operating principles, and strategic priorities.


Collectively, this portfolio of work established the governing narrative that repositioned a tactical operation as a strategic partner to the business.

Stephen provided direct advisory support to the Chief Security Officer of Mars over a five-year period during a major transformation of the company's global security function.


Working closely with the CSO and his leadership team, Stephen first designed and developed the organization's three-year global strategy. He then led development of a series of leadership communications used to articulate the function's vision, operating principles, and strategic priorities.


Collectively, this portfolio of work established the governing narrative that repositioned a tactical operation as a strategic partner to the business.

PepsiCo

PepsiCo

Enterprise Governance and Leadership Messaging — Multiple C-suite engagements

Enterprise Governance and Leadership Messaging — Multiple C-suite engagements

Stephen supported multiple senior leaders at PepsiCo across three separate engagements.


These spanned several years and included the foundational vision, mission, principles, and values governing PepsiCo's global information security organization and a high-gloss internal 10-Year Annual Report for the Chief Security Officer.


Stephen also developed a global policy architecture integrating security policies across the company's worldwide operations into a single authoritative framework.

Stephen supported multiple senior leaders at PepsiCo across three separate engagements.


These spanned several years and included the foundational vision, mission, principles, and values governing PepsiCo's global information security organization and a high-gloss internal 10-Year Annual Report for the Chief Security Officer.


Stephen also developed a global policy architecture integrating security policies across the company's worldwide operations into a single authoritative framework.

NBCUniversal

NBCUniversal

Global Program Strategy and Risk Assessment

Global Program Strategy and Risk Assessment


Stephen led the strategic narrative and communications team responsible for developing two major strategic reports evaluating NBCUniversal's global security program and operations.


These established the governing framework for how the global security function was defined and communicated across multiple regions and operating environments.


The work spanned a high-level enterprise assessment through a comprehensive strategy blueprint that defined the structure, priorities, and operating model for the program worldwide.



Stephen led the strategic narrative and communications team responsible for developing two major strategic reports evaluating NBCUniversal's global security program and operations.


These established the governing framework for how the global security function was defined and communicated across multiple regions and operating environments.


The work spanned a high-level enterprise assessment through a comprehensive strategy blueprint that defined the structure, priorities, and operating model for the program worldwide.




"Discovering Stephen is the key to much of the success our team has had. While we had a vision and strategy on how we would create a firm recognized for excellence in security advisory and management services, we lacked the ability to clearly define our value to clients. He helped define our identity as a firm and articulate why we were different. He gave us the communication edge we needed to be recognized for excellence."

— Arnette Heintze, CEO and Founder, Hillard Heintze



"Discovering Stephen is the key to much of the success our team has had. While we had a vision and strategy on how we would create a firm recognized for excellence in security advisory and management services, we lacked the ability to clearly define our value to clients. He helped define our identity as a firm and articulate why we were different. He gave us the communication edge we needed to be recognized for excellence."

— Arnette Heintze, CEO and Founder, Hillard Heintze



"Discovering Stephen is the key to much of the success our team has had. While we had a vision and strategy on how we would create a firm recognized for excellence in security advisory and management services, we lacked the ability to clearly define our value to clients. He helped define our identity as a firm and articulate why we were different. He gave us the communication edge we needed to be recognized for excellence."

— Arnette Heintze, CEO and Founder, Hillard Heintze


advisory@excerra.com

advisory@excerra.com

advisory@excerra.com