Events

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  • Memorial Day (Closed)

    eMoney will be closed Monday, May 25, in observance of Memorial Day. Normal business hours will resume Tuesday, May 26.

  • eMoney Product Roadmap and Vision Session

    Join members from our Product team as they share our product vision and 12-month roadmap, covering all key areas: advisor experience, client experience, aggregation, APIs, and integrations. This session is designed to ensure everyone – new hires and current team members – has a clear understanding of where we’re headed! Note: The meeting will be […]

  • Core Leadership Team (CLT) Office Hours

    “Honesty and transparency truly stand out. If you have questions, you’ll get real answers.” That pretty much sums up CLT Office Hours. It’s not a presentation. Not a formal Q&A. Just a relaxed conversation with leaders who genuinely want to connect. Join Susan McKenna, Tom Sullivan, Fred Pattin, Christian Solomine, and Jason Novak on May […]

  • Mid-Year Review Training (Employee)

    During this session, PX will walk through how to: Access the new DIG experience Complete your Mid-Year Review Join Zoom Meeting  

  • Mid-Year Review Training (Employee)

    During this session, PX will walk through how to: Access the new DIG experience Complete your Mid-Year Review Join Zoom Meeting

  • Mid-Year Reviews Due (Employees)

    Mid-Year Reviews kicked off on June 1 in the new DIG experience. You should be meeting with your manager to discuss overall progress toward performance goals, competencies, and development plans. All employee progress comments should be entered in DIG ‒ Performance by Friday, June 12.  Click here for resources and more information. 

  • Open Enrollment Begins

    Open Enrollment for 2026 will take place from June 17 through July 1. (More details coming soon!) During this time, you’ll be able to review your current benefits and make any updates to your elections.

  • Monthly Product Feature Release Meeting

    In the spirit of transparency and collaboration, all employees are invited to join optional monthly feature release sessions where the Product team provides a first look at what’s being released, including release timing, new features, live demos, configuration details, key messages, and recent bug fixes. No action is required; meeting invites will automatically be sent […]

  • Asana Basics: Tips, Tools, and Best Practices

    Growth Week Event Doug Dinwoodie, Director, Client Implementation, is a longtime Asana power user with more than 3 years of hands-on experience using the platform to manage complex projects, workflows, and team collaboration. During this session, Doug will share practical tips and best practices for getting more out of Asana in your everyday work. Join […]

  • DIG Leadercamp: High Performing Habits

    About the Session What sets top performers apart? Join James Laughlin as he shares lessons and insights from working with world-class athletes, CEOs, and high achievers to uncover the habits that drive sustained success. What You'll Take Away Strategies for maintaining focus and energy in demanding environments. Techniques for building resilience and performing at your […]

  • Copilot Skills Workshop: Writing Better Prompts

    Growth Week Event Curious how to get better results from Copilot? Join Rachel Kaplan, VP, Enterprise Solutions – a member of eMoney’s AI Committee who has been closely involved in our AI and Copilot initiatives – for this workshop to learn practical tips for writing clearer, more effective prompts. Whether you’re brainstorming ideas, summarizing information, […]

  • Open Enrollment Webinar

    Join members of the Total Rewards team and representatives from Independence Blue Cross (IBX) on Tuesday, June 24 at 2 p.m. ET for an Open Enrollment webinar to learn more about our benefits offerings, key dates, and get answers to your questions.

  • Mid-Year Reviews Due (Managers)

    Once employee progress comments are entered in DIG ‒ Performance, managers will enter their comments, which are due by Friday, June 26.  Click here for resources and more information.

  • Mastering the eMoney Elevator Pitch

    Growth Week Event Ever get asked, “So….what exactly does eMoney do?” As eMoney’s Senior Sales Enablement Specialist, Shawn Bosman helps our sales team learn how to confidently and effectively talk about eMoney every day. In this session, he’ll use the eMoney elevator pitch as a way to explore practical communication and public speaking skills that […]

  • Deadline: 2026 Open Enrollment

    Last day to make changes to your benefits until 2027 - unless you experience a qualifying life event. Learn more about this year's Open Enrollment here.

  • Deadline: Virtual Paint Night

    Today is the last day to sign up for the EEC's virtual paint night on Wednesday, July 29 at 4:30 p.m. ET. Register now or click here to learn more!

  • DIG Leadercamp: Your Miracle Morning

    Leadercamps are live, interactive 60-minute webinars offered at 9 a.m. ET and Noon ET. About the Session Your morning can set the tone for your entire day. Join bestselling author and speaker Hal Elrod to explore the SAVERS framework and learn how small, intentional habits can help you boost productivity, reduce stress, and create lasting […]

  • DIG Leadercamp: Becoming a Relationship-Building Expert

    Leadercamps are live, interactive 60-minute webinars offered at 9 a.m. ET and Noon ET. About the Session Strong relationships are at the heart of great work. Join Jeff Jackel, Co-Founder and Chief Strategy Officer at Client Giant, for an engaging session on building meaningful connections that foster trust, strengthen collaboration, and create lasting impact. What […]

  • Monthly Product Feature Release Session

    Join our optional monthly Feature Release session for July, where the Product team provides a first look at upcoming releases and enhancements across the platform. During each session, you'll get an overview of: Release timing and rollout plans New features and functionality Live product demonstrations Configuration details Key messaging and talking points Recently resolved bugs […]

  • DIG Leadercamp: Microstresses

    Leadercamps are live, interactive 60-minute webinars offered at 9 a.m. ET and Noon ET. About the Session Feeling busy, drained, or distracted—but not sure why? Join Karen Dillon, former Harvard Business Review editor and bestselling author, as she explores the hidden impact of "microstress"—the small, everyday pressures that can quietly affect your energy, focus, well-being, […]

  • Virtual Paint Night

    Sign up by July 13  to join the Employee Engagement Committee (EEC) for a virtual paint night on Wednesday, July 29, from 4:30–6:30 p.m. ET! Whether you’re a seasoned artist or can barely draw a stick figure, this instructor-led event is all about having fun and trying something new. Together, we’ll create a wildflower meadow painting […]

  • Town Hall

    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

  • Virtual Cooking Experience

    Event date: Tuesday, August 11 Registration deadline was Friday, July 24.  Duration: 1 hour (4:30-5:30 p.m. ET) Format: Virtual, instructor-led event (Zoom) Recipies: Three unique pizza flatbreads and strawberry rhubarb mules (BYOB). Margherita pizza with spicy honey drizzle Fig and prosciutto pizza with brie and arugula Pesto pizza with candied tomatoes and ricotta Ingredient kits: No grocery run required – Sweet […]

  • Extra Life Gaming Session #1

    Did you enjoy playing with coworkers during last year's Extra Life event? Or are you curious about joining for the first time? Come hang out with the EEC for a casual gaming session and learn what Extra Life is all about! We'll spend time playing games, sharing information about the event, and connecting with fellow […]

  • DIG Leadercamp: Implementing AI into Personal and Family Life

    Leadercamps are live, interactive 60-minute webinars offered at 9 a.m. ET and Noon ET. About the Session Curious about how AI can make everyday life a little easier? Join Stephanie Le-Blanc Godfrey, founder of Mother AI and a global thought leader, for an engaging session on practical, real-world applications of AI and how to use […]

  • Monthly Product Feature Release Session

    Join our optional monthly Feature Release session for August, where the Product team provides a first look at upcoming releases and enhancements across the platform. During each session, you'll get an overview of: Release timing and rollout plans New features and functionality Live product demonstrations Configuration details Key messaging and talking points Recently resolved bugs […]

  • Extra Life Gaming Session #2

    Did you enjoy playing with coworkers during last year's Extra Life event? Or are you curious about joining for the first time? Come hang out with the EEC for a casual gaming session and learn what Extra Life is all about! We'll spend time playing games, sharing information about the event, and connecting with fellow […]

  • Extra Life Gaming Session #3

    Did you enjoy playing with coworkers during last year's Extra Life event? Or are you curious about joining for the first time? Come hang out with the EEC for a casual gaming session and learn what Extra Life is all about! We'll spend time playing games, sharing information about the event, and connecting with fellow […]