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April 2023 Newsletter

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April 2023 Newsletter


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At the Top of HR’s 2023 List: Designing a Great Workplace

This year, welcoming spring, we sponsored the lively Hunt Scanlon’s 2023 Culture Conference in New York. Our team joined human resources (HR), culture and diversity leaders at The Plaza Hotel to discuss ways to build a sense of belonging in organizations—from promoting diversity, equity and inclusion (DEI) to supporting employee wellness. Many facets contribute to a great workplace culture.

In 2023, with talent shortage a top HR trend according to Forbes, it’s critical that organizations put culture, retention and employee experience front and center. Of Gartner’s top 5 HR priorities for 2023, 47% of HR leaders are prioritizing employee experience, and 53% are leaning into organizational design. Our CEO’s column this month features a Q&A with Melissa Luna, HR leader at fintech company Achieve, who gives tips on implementing org design, career pathing, and more.

How is your company keeping – and developing —its talent? We’re interested to hear your challenges (and tactics). Wishing you a happy spring!

The Frederickson Partners Team.

Questions? Call +1 650.614.0220 or visit


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Partner Beth Ann Namey as Headliner at Hunt Scanlon’s 2023 Culture Conference

On March 16th, Beth Ann Namey, our Partner, Executive Search, took the stage at Hunt Scanlon’s event at the Plaza Hotel, NYC, with a panel of talent, culture and DEI experts to discuss “Building a Lasting Culture of Belonging.” Read more about the panel.

Beth Ann spoke about tactics that can empower all layers of leadership within an organization to foster a sense of belonging – starting with building diversity in the leadership team itself.

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Lindsay Harris

We worked with Interstate Equities Corporation, a leading real estate and investment management firm, to place Lindsay Harris as Director of Human Resources.

Read more about this placement.






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Valerie Frederickson | Founder and CEO

Recently we partnered with Achieve, formerly known as Freedom Financial Network, to place their Director of Talent and Organizational Development, Melissa (Missy) Luna.

At a time when talent shortage leads Forbes’ list of the top 2023 trends for HR, organizations must be laser-focused on employee experience – both to motivate workers and to develop internal talent. Our team recently spoke with Missy about her role directing talent management at Achieve, gaining great insights from her on initiatives ranging from career pathing, coaching, and org design to “bite-sized” training – all approaches that support the company’s core strategies and growth.

“Through organizational design and career pathing, we break down silos as people see other opportunities within an organization.”

Q&A with Melissa Luna: How Talent Development Creates a Great Workplace

Melissa Luna

Melissa Luna (Missy) joined Achieve in late 2022 as Director of Talent and Organizational Development. Formerly called Freedom Financial Network, Achieve is a Fin technology company offering personalized financial solutions.

Missy joined from Advisor Group as Director of Talent Development. Previously, in her consulting and coaching practice she worked with small to mid-sized organizations helping them with leadership and employee development, recruitment strategies, and career development efforts. She holds an M.S., Educational Administration from Texas A&M University, and a B.S., Industrial and Organizational Psychology from Colorado State University.

 Q. You recently joined Achieve as Director, Talent and Organizational Development. Can you tell us about the role?

A. My role with Achieve oversees talent management, which includes career pathing, career development, mentor programs, talent acceleration, and internal mobility programs.  Our goal is to engage and retain our talent by providing career growth opportunities, and support company goals. Career development includes everything from helping employees through career discovery, to identifying the necessary development and resources so they can achieve (no pun intended). We are currently working on developing career pathing based on our four engagement drivers.  The information will be developed in a career portal where employees can see needed information in their career journey.

We also launched a Career Development Program Pilot to introduce our development philosophy and provide employees and leaders with guides and resources for career discussions, goal identification, and Strengths articulation. I am also partnering with our Director of Diversity and Inclusion, Kingsley Forde, on projects to create a safe place where people feel a sense of belonging.

Read the full article on our blog.

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Frederickson Partners, a Gallagher company is a market leader in retained executive search since 1995. As one of the top-rated HR executive search and C-suite recruiting firms, we have expertise in placing Chief People Officers, Chief Human Resources Officers, Chief Diversity Officers, Chief Financial Officers, Chief Legal Officers and many other senior leaders. We draw on a broad network of rising and established executives and leaders, and a 28-year reputation as a talent acquisition and HR Advisory provider.

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