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Creating Momentum and Clarity with Jon Sappey, Principal Consultant at INSTEP

By Jeremy Weisz posted 09-20-2021 05:00 AM


Jon SappeyJon Sappey has over 20 years of experience in the technology industry and is currently the Principal Consultant at INSTEP, a boutique consulting firm for software and technology companies. He excels at helping companies clarify their strategic intent and lead change initiatives in the commercial, operational, and human capital dimensions.

Jon began his leadership journey as a teacher and sharpened his skills as the Director of Strategy for Vertex Inc. He earned his bachelor’s degree from Harvard University and later received his MBA from the Yale School of Management. He is known for his creativity, collaboration, and passion for strategy.

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Here’s a glimpse of what you’ll learn: 

  • Why Jon Sappey recommends practicing strategy to achieve growth and expansion
  • The importance of creativity when building concrete strategies
  • Jon explains how to create momentum for your leadership team
  • Should you be experimenting with scenario planning?
  • The hard and soft skills that are necessary for effective leaders
  • Jon shares a success story about how he helped a software company achieve clarity and growth
  • The difference in strategy for public markets versus private markets
  • Jon discusses the people that have influenced him in his career

In this episode…

Are you having trouble identifying or executing your brand’s vision? If you’re looking for a better way to align your strategies and grow your business, Jon Sappey is here to share his creative tips and strategic advice.

Strategy is unique. It comes in many forms — and Jon Sappey has over 20 years of experience shaping strategies to produce stronger, more steadfast businesses. According to Jon, leadership is about creating momentum and clarity for your business strategies. He says that to achieve the next level for your brand, your strategies need to evolve to anticipate the next transition.

In this episode of Level Up, Nick Araco sits down with Jon Sappey, the Principal Consultant of INSTEP, to talk about creating momentum and clarity for your growing business. Jon discusses the importance of aligning your strategies with your vision, placing value in the human component of your business, and weeding out dysfunctional leadership strategies to create sensational results. Stay tuned!

Resources Mentioned in this episode

Sponsor for this episode...

This episode is sponsored by AchieveNEXT, subscription-based peer advisory networks for emerging and C-Suite leaders from across North America, and includes The CFO Alliance and The CHRO Alliance.

 Join the Network  that has connected more than 8,000 Modern Finance and HR leaders representing middle and emerging enterprises from diverse industries and markets. 

If you are an HR or financial leader with a need to connect to your peers and share ideas while learning best practices and market trends, visit us on the web at or check out our blog for more resources on how to take the next step in your journey.