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October 2020
Tuesday, October 27th, 10:00 AM - 11:15 AM CT CPE: 1.8 credit hours in the areas of Personnel/Human Resources It’s imperative that you identify your future partners and understand their hopes, dreams and expectations so that your leadership team can make decisions and plans to engage them as future leaders for your firm. In this session, [...]
Find out moreNovember 2020
November 2, 2020: 10:00AM - 12:00PM CT The TLP is designed to take your new and future leaders to their next level of success in leading others and your firm. Throughout the intensive one-year program, participants engage in the following: In-depth assessments including a 360 self-examination, input from their superiors, staff, and peers, and a personality assessment [...]
Find out moreTuesday, November 16th - 1:00PM - 3:00PM CT The Client Advisor Program kicks off on November 16th! In this dynamic and uncertain market, clients require a different level of service to support their business continuity and financial well-being. Their needs demand more than our compliance deliverables, providing information and guidance to help them make swift decisions [...]
Find out moreWednesday, November 18th - 9:30AM - 3:30PM CT The pandemic has caused us all to shift our day-to-day operations and client service approach. But how does what you’re doing in urgency mode tie to your firm’s overall strategic plan? Are you lacking clarity about where to focus your efforts to progress key initiatives? Firms must [...]
Find out moreDecember 2020
Wednesday, December 16th - 10:00AM - 12:00PM CT CPE: 2.4 credit hours in the areas of Business Management and Organization The market is dynamic and fast-moving, and it’s our job as leaders to stay abreast of the changes that will have the biggest impact on our firm, team and clients. When we anticipate the hard [...]
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