Recommended Insights
Recommended Insights

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

How Financial Service Firm Leadership Can Stay Connected and Thrive

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.

About the Presenters

Dr. Shelley Thompkins

Shelley Thompkins
Leadership Solutions Partner – Global Markets
Center for Creative Leadership

Shelley works with global clients as one of our Leadership Solutions Partners, helping leaders become extraordinary performers, visionaries, collaborators as well as critical and strategic thinkers. Her focus is on designing and delivering highly regarded leadership programs for managers and executives that escalate our brand of delivering Results That Matter. Shelley also serves as a feedback coach and Organization Workshop facilitator. Shelley brings to us over 20 years of experience in market-leading organizations and Fortune 500 corporations. Her collaborative leadership style is used to build consensus to improve skills and knowledge which has led to improved employee performance and engagement, leadership effectiveness, and improved organizational outcomes.

Tim Davisson

Tim Davisson
Leadership and Organizational Solutions Regional Manager – Latin America
Center for Creative Leadership

Tim Davisson leads the Latin American business development efforts for us, where he brings over 15 years of experience in developing global leadership and culture solutions for Fortune 1000 organizations around the world. 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 merger and acquisitions in the financial services industry. In addition to his role in Latin America, Tim is a member of our Financial Services vertical and manages some of our largest FinServ clients. Tim also has extensive experience in the supporting development in manufacturing and multi-corporation (large family-run organizations) and retail sectors. Tim is natively fluent in English, conversational Spanish, and has a working knowledge of Portuguese.

Adam Neiberg

Adam Neiberg
Financial Services Program Manager
Center for Creative Leadership

Adam Neiberg is our Financial Services Program Manager, where he brings 18 years of experience in the financial services industry. Adam utilizes his experience and networks to provide oversight, support, and expertise for leadership and organizational solutions for our global financial service practice. In this role, he is the subject matter expert for design decisions impacting the client’s experience and provides thoughtful leadership and support for the overall strategic direction of the practice. He also focuses on business development to create long-term value for us with an emphasis on growing and strengthening our financial services relationships and partnering with colleagues.

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