Leading Change in Financial Services

Wednesday, March 22, 2017

2:00 pm - 3:00 pm ET









 Sandy Schwan
Managing Partner, Evolving Strategies
 Ryan Burns
Senior Vice President, Global Funds Services, Northern Trust
  Joe Dedovesh
Vice President, Technology, FIS Global
 Kevin Johnson
Founder and President, Kevin Johnson and Associates



Leading Change in Financial Services from NICSA


Our industry is changing more rapidly than ever. With evolving client and regulatory expectations, new technologies, and shifting demographics in the workforce, adapting leadership styles is critical to managing change successfully. Join NICSA for a discussion around change leadership in our new world. Our panel of experts will share thoughts and techniques around servicing clients, leveraging new technologies, and recruiting the right talent for your organization.
The panel will discuss:
  • How the rapid pace of technology change and the use of technology in our personal lives is driving evolution in business technology
  • How firms are adapting service models and practices to meet the evolving client needs
  • Best practices on how to re-examine recruiting practices and talent assessment to meet today’s needs
  • How to successfully lead changes in all aspects of the business and core practices for managing change


CPE Information


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.

For this webinar:
CPEs Earned: 1
CPE Field of Study: Business Management & Organization 
Program Level: Basic
Delivery Method: Group-Internet Based


For more information regarding refunds, cancellations and complaints, please contact Travis Orton at 508.683.1618.