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2021 Financial Services Forum

The 2021 Financial Services Forum was designed exclusively for executive officers in financial services. This event will provide you with information on and insight into current topics that are deeply impacting financial services organizations today. To view the recorded webinars, click on the links below.

Session 1: New Approach to Strategic Planning

More and more, organizations are moving from traditional strategic planning methods to enrolling into a transformation model.  Transformational planning is a framework designed to help organizations understand their business model, better meet their customers’ needs and guide a successful redesign to meet the new challenges ahead.

Transformational planning is the process of developing a strategic plan for adapting an enterprise's business processes through the modification of policies, procedures, and processes to move the organization from an "as is" state to a "to be" state. It also means asking tough questions about customer needs, delivery of traditional services and using technology to both leverage the strategic planning process and track ongoing performance to plan.

Click here to view the recorded webinar.

Session 2: Practices that attract and retain employees

In today’s tight labor market, organizations have to use a two-pronged approach to talent: first, determining how to find the best talent available in the marketplace and, second, focusing on retaining current employees. In addition to implementing retention practices such as career blueprints, mentoring programs and succession plans, other dynamics come into play, such as understanding the needs of each generation. This session highlights these topics and more!

Click here to view the recorded webinar.

Session 3: Digital transformation: Unlocking the true potential

Digital has already revolutionized the way organizations of every shape and size conduct business, manage their operations and engage. No one is immune to the disruptive threats — and tremendous opportunities — available through digital. During this session, Marcie and Sara will unpack the organizational requirements, essential tooling and evolutionary client-first mindset that must be present for financial services to unlock the true potential of digital within their organizations.

Click here to view the recorded webinar.