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Women in Investment Management - Coaching Series

Event Description

First Session of Leader Development Series 2019/2021
Leadership vs Management:  What Hat Do You Wear & When?

What is the difference between managing and leading? When do you use one or the other?  When do you use both? One of the most challenging shifts for a new leader to make is from “doing” (managing) to leading. Learn from two top executive coaches in the financial industry on when and how to apply management or leadership skills. Knowing the difference between the two can maximize performance – for you and your team.
1. A framework for understanding the difference between leading & managing
2. An assessment of where one is on the spectrum of leading & managing
3. Tools to move you towards being perceived as a leader in the organization 


Barbara Stewart
Director - Organizational Performance
Endeavor Management

Barbara Stewart is an experienced Executive Coach focused on Leadership Development, Team Facilitation and Workshops, Employee Engagement and Professional Development. Prior to joining Endeavor Management, she founded and led Accelus Partners as an Executive Coach for nine years before it merged with Endeavor. Combined with her coaching experience are 20 years serving as a financial and business advisor to C-Suite executives and business owners. 

Barbara works with clients and teams by identifying what is unique and powerful for each contributor. Through this process, teams come to embrace diversity, appreciate the talents of others and work more closely together. Whether in an executive coaching environment or unifying a team, Barbara’s positivity and focus forward moves people to the best version of themselves. 

Barbara is a Professional Certified Coach (PCC) through the International Coach Federation (ICF), a Gallup Certified Strengths Coach, a Birkman Certified Professional and certified in the SLOCI Cultural Assessment. She earned her Bachelor of Business Administration degree at Sam Houston State University.  A native Texan, she enjoys fishing the saltwater bays and training with her horse, Usache. 

Lindsey Honari, MBA, MA, ACC

Lindsey Honari, MBA, MA, ACC brings more than twenty years of experience to help executives and businesses transform potential into reality. She helps her clients become better leaders, work more effectively together, make business decisions that move the needle, and turn challenges into growth opportunities.  Lindsey’s clients come from various countries and industries. She is adept at training them for the U.S. market and business culture. 

She began her career on Wall Street and has an in-depth knowledge of venture capital from her years as an investment consultant to endowments and foundations. Lindsey also worked in three main hubs of the venture ecosystem - New York, Boston and San Francisco. Based on this experience, she coaches clients on the crucial difference between what funders need to know, versus what the founders want them to know. 

Ms. Honari is a graduate of Columbia Business School and Tufts University. She is credentialed by the International Coaching Federation and is a sought-after speaker, panelist & coach. You can learn more about Lindsey at 

Event Type


Education Topic


Start Time

11/14/2019 5:30 PM

End Time

11/14/2019 8:00 PM





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Location Info

​Anchor Workplace
20 Greenway Plaza, Suite 300
Houston, TX 77027



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All Day Event




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Content Type: MyCFA Custom Calendar
Created at 10/24/2019 8:05 AM by
Last modified at 10/25/2019 11:11 AM by