Financial Poise

About David Spitulnik

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David Spitulnik is a successful executive with over 40 years of experience in both large technology companies and in consulting to and leadership of mid-market, closely held and family-owned businesses across a variety of industries. Drawing from a broad range of experience in the United States and internationally, David is called upon to coach and mentor business leaders, to work with companies to develop and implement their long-range plans and to advise businesses on board creation, structure and effectiveness so that the individual, the board and the company can maintain powerful forward momentum.  David currently serves on the fiduciary board of a private financial management firm.

David frequently writes and speaks on topics related to leading, building, maintaining and strengthening businesses and their governance structures. In addition, David is a mentor for the Private Directors Association’s Board Governance Program and previously served as chair of PDA’s Private and Family Business Center Outreach Committee

David also is active in the community, currently serving as the Board Chair for the Youth Job Center whose mission is “Success for Young People in Their Careers and in Life.”

David published a book on leadership, Becoming An Insightful Leader: Charting Your Course To Purposeful Success. The book focuses on the journey from managing to leading to advising and reflects David’s belief in communicating and questioning how individuals and teams will define and then accomplish their goals and objectives.

David graduated from Haverford College with a B.A. in Economics, received his MBA from the Kellogg School at Northwestern University and currently teaches as an Adjunct Professor in the National Louis University undergraduate business program.

 


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Financial Poise Contributions

  • Laying the Foundation for Successful Leadership Change in a Family Business Article published on April 15, 2026
  • Consensus Decision Making: How Much Compromise Is Too Much? Article published on January 20, 2026
  • Putting it All Together With Some Role-Playing Webinar premiered on May 6, 2025 Webinar Series: Board Of Directors Boot Camp 2025
  • The Benefits of Generalist Leadership and How To Cultivate It Article published on April 14, 2025
  • The Effective Board Webinar premiered on April 8, 2025 Webinar Series: Board Of Directors Boot Camp 2025
  • The Effective Director Webinar premiered on March 4, 2025 Webinar Series: Board Of Directors Boot Camp 2025
  • Roles & Responsibilities: a Primer Webinar premiered on February 4, 2025 Webinar Series: Board Of Directors Boot Camp 2025
  • Surviving the Second Generation: Discussions You Need to Have Before, During and After Family Business Transitions Article published on October 16, 2024
  • How Family Business Succession Planning Becomes Succession Implementation Article published on April 30, 2024
  • Shut Up and Listen: How to Practice Effective Listening for Leaders Article published on April 19, 2024
  • Consensus Decision Making: How Much Compromise is Too Much? Article published on February 29, 2024
  • The Effective Board Webinar premiered on April 20, 2023 Webinar Series: Board Of Directors Boot Camp 2023
  • The Effective Director Webinar premiered on March 16, 2023 Webinar Series: Board Of Directors Boot Camp 2023
  • Balancing Company Culture and Growth Article published on September 12, 2022
  • The Effective Board Webinar premiered on May 12, 2022 Webinar Series: Board of Directors Boot Camp 2022
  • The Effective Director Webinar premiered on April 21, 2022 Webinar Series: Board of Directors Boot Camp 2022
  • What Did You Expect? The Key To Knowing How Well You’ve Been Understood Article published on March 10, 2022
  • Fairness in the Workplace: Why You Can't Make Exceptions for Exceptional People Article published on July 16, 2021
  • The Balancing Act of Tough Love Leadership Article published on June 11, 2021
  • Why This Cousin of Shiny Object Syndrome is Equally Bad for Business Article published on May 28, 2021
  • What Every Founder/Entrepreneur Must Know 2021 Webinar premiered on April 1, 2021 Webinar Series: The Start-Up/Small Business Advisor 2021
  • Moving On: How to Learn From Professional Failure and Shape It Into Success Article published on March 23, 2021
  • Why Managers Must Seize, Retain and Share Tribal Knowledge in the Workplace Article published on February 24, 2021
  • This Air Force Strategy Can Help You Make Better, Faster Business Decisions Article published on February 12, 2021
  • Forming A Peer Advisory Board To Cope With COVID-19 Article published on December 4, 2020
  • Five Questions to Help You Drive Business Growth Article published on November 3, 2020
  • Those Who Wander are Not Lost: Combating Leadership Doubt with New Perspective Article published on August 18, 2020