WEBINAR

No Office, No Problem: How Financial Services Firms Can Stay Connected With Better Conversations

On Demand

Duration: 1 hour

Watch Recording
How Financial Service Firm Leadership Can Stay Connected and Thrive

On Demand

Duration: 1 hour

On Demand

Duration: 1 hour

About the Webinar

The world of financial services was abruptly moved from office buildings into homes almost overnight. The return to the physical office and hallway interactions will take much longer than anticipated, if at all, for some employees. Disruption in the world around them while maintaining the highest level of external and internal customer service is causing unprecedented levels of stress. The challenges of financial services firm leadership, while staying connected and maintaining an organizational culture even while many are working remotely, will require better methods of communication for all leaders at all levels.

This webinar will reveal ways to upskill employees and strengthen leadership at financial services firms, using tools that not only address the challenges of today but also enhance your organization’s culture for tomorrow — resulting in better conversations and performance.

What You’ll Learn

In this webinar, you’ll learn:

  • The 4 types of disruptions leaders in the financial services industry can expect to face in the future;
  • How taking a systemic approach to better conversations can address these disruptions, build a strong organizational culture, and drive performance; and
  • Approaches taken by successful financial service firms to stay agile and prepare for a transformed world.

Build a strong organizational culture and strengthen your financial service firm leadership at every level with our scalable coaching conversations training, Better Conversations Every Day™.

Your Hosts

Shelley Thompkins
Shelley Thompkins, PhD, ACC
Senior Faculty, Societal Impact

An Associate Certified Coach recognized for leveraging best practices across diverse industries and markets, Shelley brings more than 20 years of experience with market-leading organizations and Fortune 500 corporations. A collaborative leader, design thinker, developer, and facilitator, she helps leaders become extraordinary performers, visionaries, and collaborators, as well as critical and strategic thinkers.

An Associate Certified Coach recognized for leveraging best practices across diverse industries and markets, Shelley brings more than 20 years of experience with market-leading organizations and Fortune 500 corporations. A collaborative leader, design thinker, developer, and facilitator, she helps leaders become extraordinary performers, visionaries, and collaborators, as well as critical and strategic thinkers.

Tim Davisson
Tim Davisson, MBA
Former Leadership & Organizational Solutions Regional Manager – Latin America

Tim led our Latin American business development efforts and managed our Financial Services clients. He has experience managing and being a thought-partner with organizations who want to scale development and link development to business outcomes supporting culture change, specifically as part of mergers and acquisitions in the financial services industry.

Tim led our Latin American business development efforts and managed our Financial Services clients. He has experience managing and being a thought-partner with organizations who want to scale development and link development to business outcomes supporting culture change, specifically as part of mergers and acquisitions in the financial services industry.

Adam Neiberg
Adam Neiberg, MBA
Former Financial Services Program Manager

In his former role as our Financial Services Program Manager, Adam provided strategic and operational direction for leadership and culture change initiatives to financial services institutions across the globe.

In his former role as our Financial Services Program Manager, Adam provided strategic and operational direction for leadership and culture change initiatives to financial services institutions across the globe.

Shelley Thompkins
Shelley Thompkins, PhD, ACC
Senior Faculty, Societal Impact

An Associate Certified Coach recognized for leveraging best practices across diverse industries and markets, Shelley brings more than 20 years of experience with market-leading organizations and Fortune 500 corporations. A collaborative leader, design thinker, developer, and facilitator, she helps leaders become extraordinary performers, visionaries, and collaborators, as well as critical and strategic thinkers.

Tim Davisson
Tim Davisson, MBA
Former Leadership & Organizational Solutions Regional Manager – Latin America

Tim led our Latin American business development efforts and managed our Financial Services clients. He has experience managing and being a thought-partner with organizations who want to scale development and link development to business outcomes supporting culture change, specifically as part of mergers and acquisitions in the financial services industry.

Adam Neiberg
Adam Neiberg, MBA
Former Financial Services Program Manager

In his former role as our Financial Services Program Manager, Adam provided strategic and operational direction for leadership and culture change initiatives to financial services institutions across the globe.

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At the Center for Creative Leadership, our drive to create a ripple effect of positive change underpins everything we do. For 50+ years, we've pioneered leadership development solutions for everyone from frontline workers to global CEOs. Consistently ranked among the world's top providers of executive education, our research-based programs and solutions inspire individuals in organizations across the world — including 2/3 of the Fortune 1000 — to ignite remarkable transformations.