Agenda items will include a sales performance update (Q2 &Q3), Q2 financials and Q3 forecast, product roadmap and modernization update, and a Radnor office update. Feel free to submit your questions in advance using this form and we’ll do our best to incorporate your questions into the agenda and/or answer them live. Zoom link: https://emoneyadvisor.zoom.us/j/94181607877?pwd=Vm90a0dmNkQ3MTg3VVltaStLT2pvUT09 […]
Join us for our first Town Hall of 2024! Agenda items will include a 2023 business recap (sales and financials), 2024 strategic priorities (including each business unit's key initiatives), and the 2024 goal setting timeline. Feel free to submit your questions by Jan. 10 using this form and we’ll do our best to incorporate your […]
Join CLT on May 21 for Town Hall where they'll cover our Q1 2024 business results (sales and finance), recent wins, Employee Engagement Committee updates, upcoming product updates, and more! If you’d like to submit questions in advance, you can do so here: https://forms.office.com/r/RKCSGhEnvC Zoom Info https://emoneyadvisor.zoom.us/j/92443149574?pwd=eHFEdUM0VDFUaFNTT1hxNnJvTGQ3QT09 Passcode: 201830
Join the Leadership Team for our July Town Hall where they'll discuss Q2 business results, product updates, engagement survey results, and more! Want to submit your questions in advance? Click here to do so. Please click the link below to join the webinar: https://emoneyadvisor.zoom.us/j/96074440041?pwd=VY75pg3JDb5Aq3LF4eH2Jy9hUbHvIP.1 Passcode: 583790
The Leadership Team is dedicated to making Town Halls both meaningful and engaging for each of you. The last Town Hall of the year is on Tuesday, November 19, 2024, and they want your input! Have questions? Submit them here by Friday, November 8, and we'll include them in the agenda or address them during the […]
Join the Core Leadership Team (CLT) for the first Town Hall of 2025! Agenda items will include a 2024 business recap (sales and financials), key initiatives for each business unit in 2025, and reminders about the 2025 goal setting timeline. Feel free to submit your questions by Jan. 17 using this form and we’ll do […]
Join us for our second Town Hall of the year! eMoney leaders will cover first quarter financial results and other timely business updates. Feel free to submit questions through April 28 using this form, and we’ll do our best to incorporate them into the agenda and/or answer them live. Zoom info: https://emoneyadvisor.zoom.us/j/95619012278?pwd=qHDHRU4PZLT441lW3ZKDgYis5BnwDW.1 Password: 859061
Join us for our next companywide Town Hall, where members of the leadership team will share key updates, celebrate recent wins, and highlight what’s ahead. There will also be time for Q&A, so come ready with your questions! Stay tuned! More details to come.
Join the Leadership Team for our final Town Hall of the year. Hear about key business updates (sales and financials), Summit highlights, year-end performance reminders, engagement focus group updates, and more. Have a question for Leadership? Submit it in advance – using this form – by Friday, November 14. We’ll do our best to address […]
Join us for our first Town Hall of the year, where we’ll share a 2025 business recap (including sales, financials, and bonus payout details), review our strategic priorities, highlight key initiatives across each business unit, and provide reminders on the 2026 goal-setting timeline, and more. You’re encouraged to submit questions by January 21 using this […]
Join our Core Leadership Team (CLT) on April 22 for a look at our Q1 business results, recent Product updates, upcoming PX systems updates, and more! Zoom link: https://emoneyadvisor.zoom.us/j/99370548377?pwd=l89Df4t9mXmpPtdIxEdPr2CLcOHQMe.1
Join the Core Leadership Team (CLT) for the August Town Hall as they share how the business performed in Q2, what we heard through the employee engagement survey, and how we're thinking about AI as we continue to evolve our products and development practices. Zoom link: https://emoneyadvisor.zoom.us/j/96215454388?pwd=rRsi70M4gTQXxaqvZ0JdXOC34Ptlq9.1
