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DTSTART;TZID=America/New_York:20240425T130000
DTEND;TZID=America/New_York:20240425T163000
DTSTAMP:20240307T131945Z
CREATED:20240307T131936Z
LAST-MODIFIED:20240307T131945Z
UID:8277-1714050000-1714062600@life.emoneyadvisor.com
SUMMARY:Addressing Performance Challenges (Leading with Purpose Course)
DESCRIPTION:This course builds leaders’ skills in handling chronic performance problems. They learn how to document and present a solid case for needed improvement and use effective interaction skills. Leaders identify the steps to take after the performance problem discussion to provide ongoing feedback and support\, and determine if it is necessary to impose formal consequences. \nRegister here\nLeading With Purpose (April 4\, 11\, 18 and 25: 1 – 4:30 p.m. ET)\nLeading with Purpose\, a four-part virtual training experience\, integrates the strategic leadership principles and communication skills needed to lead with impact and drive breakout performance. Click here for registration instructions.
URL:https://life.emoneyadvisor.com/event/addressing-performance-challenges-leading-with-purpose-course-2/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240424T120000
DTEND;TZID=America/New_York:20240424T130000
DTSTAMP:20240307T132620Z
CREATED:20240307T132533Z
LAST-MODIFIED:20240307T132620Z
UID:8285-1713960000-1713963600@life.emoneyadvisor.com
SUMMARY:From Survive to Thrive: Positive Intelligence (PQ) Overview (Live Skillsoft Event)
DESCRIPTION:As we manage the pace of work and life today we need tools to access the most powerful and productive part of our brains. And\, we need help slowing down the negative thinking that gets in our way. Certified PQ coach and current Skillsoft coach Liz Tracy provides practical tactics you can immediately use to see better results in all aspects of your life. We know that it’s important to build our physical fitness\, our doctors tell us that\, our friends and family tell us that. We likely have gym memberships to help us build our physical muscle. In this Leadercamp\, you’ll learn about mental fitness\, our three core mental muscles and the role they play in helping us thrive. \nRegister here to reserve your spot!\nCan’t make the live session? Don’t worry. All Skillsoft events are recorded and made available on-demand in DIG! Visit DIG > Library > Skillsoft Content > Skillsoft Live Events to watch!
URL:https://life.emoneyadvisor.com/event/from-survive-to-thrive-positive-intelligence-pq-overview-live-skillsoft-event/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240418T130000
DTEND;TZID=America/New_York:20240418T163000
DTSTAMP:20240307T132021Z
CREATED:20240307T131715Z
LAST-MODIFIED:20240307T132021Z
UID:8274-1713445200-1713457800@life.emoneyadvisor.com
SUMMARY:Leading Teams: Achieve More Together (Leading with Purpose Course)
DESCRIPTION:All teams face challenges. Whether an agile leader\, project leader\, formal or informal leader – the team leader’s role is to identify them and guide the team in addressing them. In Leading Teams: Achieve More Together learners become aware of teams’ practical and personal needs and are introduced to six factors by which they can evaluate a team’s level of performance. Learners experience an immersive\, interactive exercise in which they diagnose problems of several teams in a fictitious organization and recommend steps the teams’ leaders can take to move toward optimal team performance. Learners apply this new understanding to their workplace teams and leave the session with a plan for moving forward toward optimal team performance.\n\n\n\n\nRegister here\n\nLeading With Purpose (April 4\, April 11\, April 18\, April 25: 1 – 4:30 p.m. ET)\nLeading with Purpose\, a four-part virtual training experience\, integrates the strategic leadership principles and communication skills needed to lead with impact and drive breakout performance. Click here for registration instructions.
URL:https://life.emoneyadvisor.com/event/leading-teams-achieve-more-together-leading-with-purpose-course/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240411T130000
DTEND;TZID=America/New_York:20240411T163000
DTSTAMP:20240307T132035Z
CREATED:20240307T131515Z
LAST-MODIFIED:20240307T132035Z
UID:8272-1712840400-1712853000@life.emoneyadvisor.com
SUMMARY:Delegation: Engage and Empower People (Leading with Purpose Course)
DESCRIPTION:This course sets out to help leaders shift their mindset about what they can delegate and feel more comfortable and confident doing so. Learners dig into their workload to identify tasks they’d never consider delegating. They use methods for matching people to tasks they’re both motivated and capable of doing. And\, they practice the delegation conversation they’ll have to ensure success.\n\n\n\n\nRegister here\n\nLeading With Purpose (April 4\, April 11\, April 18\, April 25: 1 – 4:30 p.m. ET)\nLeading with Purpose\, a four-part virtual training experience\, integrates the strategic leadership principles and communication skills needed to lead with impact and drive breakout performance. Click here for registration instructions.
URL:https://life.emoneyadvisor.com/event/delegation-engage-and-empower-people-leading-with-purpose-course/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240411T090000
DTEND;TZID=America/New_York:20240411T100000
DTSTAMP:20240307T132626Z
CREATED:20240307T132314Z
LAST-MODIFIED:20240307T132626Z
UID:8283-1712826000-1712829600@life.emoneyadvisor.com
SUMMARY:The Catalyst – How to Change Anyone’s Mind (Live Skillsoft Event)
DESCRIPTION:What do you want to change? Everyone has something they want to change. Employees want to change their boss’ mind and leaders want to change organizations. Marketers want to change customers’ minds and spouses want to change their partner’s opinion. Parents want to change their children’s’ behavior\, startups want to change industries\, and non-profits want to change the world. But change is hard. We push and push\, but often nothing happens. Could there be a better way? In this Leadercamp\, Wharton School professor and bestselling author Jonah Berger introduces a revolutionary approach to change. Successful change isn’t about pushing harder or exerting more energy. It’s about removing barriers. Overcoming resistance by reducing friction and lowering the hurdles to action. Discover the five hidden factors that impede change\, and how by mitigating them\, you can change anything. \nRegister for a 9 a.m. or 12 p.m. ET session here!\nCan’t make the live session? Don’t worry. All Skillsoft events are recorded and made available on-demand in DIG! Visit DIG > Library > Skillsoft Content > Skillsoft Live Events to watch!
URL:https://life.emoneyadvisor.com/event/the-catalyst-how-to-change-anyones-mind-live-skillsoft-event/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240404T140000
DTEND;TZID=America/New_York:20240404T143000
DTSTAMP:20240313T184446Z
CREATED:20240313T184446Z
LAST-MODIFIED:20240313T184446Z
UID:8308-1712239200-1712241000@life.emoneyadvisor.com
SUMMARY:FPG Workshop: Savings Goals
DESCRIPTION:Become a savings extraordinaire as we approach America Saves Week! Join Arleny Abad and Sasha Grabenstetter from the Financial Planning team as they dive into five different types of savings goals. \nZoom link: https://emoneyadvisor.zoom.us/j/98628079026?pwd=TWlQVUdRaUVqV1A1eXFKMitKMHQzZz09 \nNOTE: For those in Client Support\, please submit your request directly to wfm@emoneyadvisor.com to attend the live session.
URL:https://life.emoneyadvisor.com/event/fpg-workshop-savings-goals-2/
CATEGORIES:Financial Wellness
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240404T130000
DTEND;TZID=America/New_York:20240404T163000
DTSTAMP:20240307T132046Z
CREATED:20240307T131255Z
LAST-MODIFIED:20240307T132046Z
UID:8270-1712235600-1712248200@life.emoneyadvisor.com
SUMMARY:Coaching: Moving People Forward (Leading with Purpose Course)
DESCRIPTION:This course teaches leaders to recognize the benefits of a growth mindset\, and the insight tool measures their general orientation to how they view others potential to grow. They learn and practice a practical approach to coaching in the moment\, in any situation. \nRegister here\nLeading With Purpose (April 4\, April 11\, April 18\, April 25: 1 – 4:30 p.m. ET)\nLeading with Purpose\, a four-part virtual training experience\, integrates the strategic leadership principles and communication skills needed to lead with impact and drive breakout performance. Click here for registration instructions.
URL:https://life.emoneyadvisor.com/event/coaching-moving-people-forward-leading-with-purpose-course-2/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240403T130000
DTEND;TZID=America/New_York:20240403T150000
DTSTAMP:20240307T123950Z
CREATED:20240307T123950Z
LAST-MODIFIED:20240307T123950Z
UID:8256-1712149200-1712156400@life.emoneyadvisor.com
SUMMARY:Getting Started with Real Talk (DEI Training)
DESCRIPTION:This course is all about getting comfortable with the uncomfortable – talking about race. We’ll explore the challenges of candid race conversations\, help you assess your role as an ally\, understand its significance\, and equip you with practical tools for effective conversations. Still not sure about attending? Below is direct feedback from your colleagues who have already attended a session. Get inspired by their experience and then reserve your spot!  \n“I found that our breakouts and follow-up discussions were the most valuable. In these settings\, we were able to interact with each other on different topics which helped me to get a deeper understanding of other perspectives.” \n“I enjoyed it all. The breakout rooms where we got to talk in smaller groups and role play was great. I also enjoyed the facilitator’s perspective and coaching on all the topics\, and hearing questions and comments from others as that helped to check my bias and my thinking.”
URL:https://life.emoneyadvisor.com/event/getting-started-with-real-talk-dei-training/
CATEGORIES:DEI,Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240320T130000
DTEND;TZID=America/New_York:20240320T163000
DTSTAMP:20240213T151223Z
CREATED:20240209T142358Z
LAST-MODIFIED:20240213T151223Z
UID:8160-1710939600-1710952200@life.emoneyadvisor.com
SUMMARY:Leading Self: Turning Self-Awareness Into Impact (Professional Development Training)
DESCRIPTION:People who develop internal self-awareness have a positive impact on their careers\, their teams\, and their organizations. In Leading Self\, learners gain insight about their personal values\, their emotions and how they manage them\, and the natural talents they bring to the workplace. Through self-insight tools\, engaging activities\, and compelling video\, learners expand their understanding of themselves so they can heighten their impact at work. \nRegister here
URL:https://life.emoneyadvisor.com/event/leading-self-turning-self-awarness-into-impact/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T090000
DTEND;TZID=America/New_York:20240314T100000
DTSTAMP:20240307T124719Z
CREATED:20240307T123816Z
LAST-MODIFIED:20240307T124719Z
UID:8254-1710406800-1710410400@life.emoneyadvisor.com
SUMMARY:Contagious - Why Things Catch On (Live Skillsoft Event)
DESCRIPTION:Why do some things catch on and become popular while others falter? And how can we generate more word of mouth for a product or initiative we’re working on? In this live session\, Wharton School professor and bestselling author Jonah Berger reveals the secret science behind word-of-mouth and social transmission. He will explain how his six STEPPS principles drive all sorts of things to become popular. If you’ve ever wondered why certain brands get more word of mouth\, stories get shared\, or content goes viral\, this session will explain why\, and illustrate how to leverage these ideas to craft contagious content. \nRegister for a live session happening at 9 a.m. and 12 p.m. ET on March 14.\nCan’t make the live session? Don’t worry. All Skillsoft events are recorded and made available on-demand in DIG! Visit DIG > Library > Skillsoft Content > Skillsoft Live Events to watch!
URL:https://life.emoneyadvisor.com/event/contagious-why-things-catch-on-live-skillsoft-event/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240221T130000
DTEND;TZID=America/New_York:20240221T163000
DTSTAMP:20240124T201629Z
CREATED:20240124T133730Z
LAST-MODIFIED:20240124T201629Z
UID:7992-1708520400-1708533000@life.emoneyadvisor.com
SUMMARY:High-Impact Feedback and Listening (Professional Development Training)
DESCRIPTION:In this course\, individual performers learn how to effectively deliver both positive and developmental feedback. They also learn how to be receptive to feedback and to listen to accurately understand the speaker’s intended message. In the workplace\, these skills help them to optimize and sustain their own and their coworkers’ performance.\n\n\n\n\nRegister here. 
URL:https://life.emoneyadvisor.com/event/high-impact-february/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240221
DTEND;VALUE=DATE:20240225
DTSTAMP:20240201T190435Z
CREATED:20240201T190435Z
LAST-MODIFIED:20240201T190435Z
UID:8098-1708473600-1708819199@life.emoneyadvisor.com
SUMMARY:ABA Wealth Management and Trust (New Orleans\, LA)
DESCRIPTION:Justin Houchens and Rich Grotto from Sales will be in New Orleans at the end of February. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!
URL:https://life.emoneyadvisor.com/event/aba-wealth-management-and-trust-new-orleans-la/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240219
DTEND;VALUE=DATE:20240220
DTSTAMP:20240213T151136Z
CREATED:20240213T151136Z
LAST-MODIFIED:20240213T151136Z
UID:8172-1708300800-1708387199@life.emoneyadvisor.com
SUMMARY:President's Day (eMoney Closed)
DESCRIPTION:eMoney will be closed Monday\, Feb. 19 in observance of Presidents Day. Normal business hours will resume on Tuesday\, Feb. 20.
URL:https://life.emoneyadvisor.com/event/presidents-day-emoney-closed/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240207T140000
DTEND;TZID=America/New_York:20240207T143000
DTSTAMP:20240118T145936Z
CREATED:20240118T145936Z
LAST-MODIFIED:20240118T145936Z
UID:7957-1707314400-1707316200@life.emoneyadvisor.com
SUMMARY:FPG Workshop: The Tax Tango
DESCRIPTION:Come dance with FPG as they provide timely tax tips for this year’s tax season. You’ll learn new tax rules for 2023 and what questions you should be asking your tax professional! They’ll also help you identify ways to save and spend the eMoney bonus that gets paid out in March. \nhttps://emoneyadvisor.zoom.us/j/96394874172?pwd=bFYzVnM2NThtSDVrY0ZyY0FGaHd6UT09\nPasscode: 582774
URL:https://life.emoneyadvisor.com/event/fpg-workshop-the-tax-tango/
CATEGORIES:Financial Wellness
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240204
DTEND;VALUE=DATE:20240208
DTSTAMP:20240201T190235Z
CREATED:20240201T190235Z
LAST-MODIFIED:20240201T190235Z
UID:8096-1707004800-1707350399@life.emoneyadvisor.com
SUMMARY:Kestra Ascend (Indian Wells\, CA)
DESCRIPTION:Check out who’s heading to California for the Kestra Ascend conference from Feb. 4-7! \n\nLisamarie Roberto (Relationship Management)\nConor Dotson (Sales)\nBreanna Gutierrez (Client Support)\nConnor Sung (FPG)\nMadeline McAleer (FPG)\nPaul Vieira (Sales)\n\nFeel free to reach out to the attendees and set up some time to connect if they’re in a city near you! \n 
URL:https://life.emoneyadvisor.com/event/kestra-ascend-indian-wells-ca/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240129
DTEND;VALUE=DATE:20240201
DTSTAMP:20240103T230530Z
CREATED:20240103T230430Z
LAST-MODIFIED:20240103T230530Z
UID:7876-1706486400-1706745599@life.emoneyadvisor.com
SUMMARY:FSI One Voice (Orlando\, FL)
DESCRIPTION:Salman Siddique (Sales)\, Paul Vieira (Sales)\, Justin Houchens (Sales) will be in Orlando from Jan. 29-31! Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!
URL:https://life.emoneyadvisor.com/event/fsi-one-voice-orlando-fl/
LOCATION:Orlando\, FL
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240128
DTEND;VALUE=DATE:20240201
DTSTAMP:20240103T230548Z
CREATED:20240103T230244Z
LAST-MODIFIED:20240103T230548Z
UID:7872-1706400000-1706745599@life.emoneyadvisor.com
SUMMARY:Wealthspire Advisor Summit (Scottsdale\, AZ)
DESCRIPTION:Jordan Loomis (Sales) and Connor Sung (FPG) are heading to Arizona for the Wealthspire Advisor Summit from Jan. 28-31. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!
URL:https://life.emoneyadvisor.com/event/wealthspire-advisor-summit-scottsdale-az/
LOCATION:Scottsdale\, AZ
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240122
DTEND;VALUE=DATE:20240126
DTSTAMP:20240108T121039Z
CREATED:20240103T153455Z
LAST-MODIFIED:20240108T121039Z
UID:7867-1705881600-1706227199@life.emoneyadvisor.com
SUMMARY:T3 Conference (Las Vegas\, NV)
DESCRIPTION:The group below is heading to Sin City to attend the annual T3 conference! Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you! \n\nMadeline McAleer (FPG)\nPatrick Matlick (FPG)\nMegan Thompson (Marketing)\nJonathan Karp (Sales)\nAlex Mauritz (Product)\nChad Porche (Product)\nJoshua Belfiore (Product)\nChris Grant (Product)
URL:https://life.emoneyadvisor.com/event/t3-conference-las-vegas-nv/
LOCATION:Las Vegas\, Las Vegas\, NV
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240117T150000
DTEND;TZID=America/New_York:20240117T163000
DTSTAMP:20240105T125928Z
CREATED:20240105T125732Z
LAST-MODIFIED:20240105T125928Z
UID:7882-1705503600-1705509000@life.emoneyadvisor.com
SUMMARY:January Town Hall
DESCRIPTION: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. \nFeel free to submit your questions by Jan. 10 using this form and we’ll do our best to incorporate your questions into the agenda and/or answer them live. \nZoom link: https://emoneyadvisor.zoom.us/j/96489314319?pwd=Mkc5a0oveTRyMDdIOWhZUWRjRzliUT09 \n 
URL:https://life.emoneyadvisor.com/event/7882/
CATEGORIES:Town Hall
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T163000
DTEND;TZID=America/New_York:20231212T180000
DTSTAMP:20231127T111011Z
CREATED:20231030T141001Z
LAST-MODIFIED:20231127T111011Z
UID:7326-1702398600-1702404000@life.emoneyadvisor.com
SUMMARY:Virtual Cookie Baking & Cocktail Event
DESCRIPTION:**If you signed up before Nov. 3 (deadline)\, please check your Outlook calendar for a meeting invte from the Employee Engagement Committee with the Zoom information** \nJoin us for our year-end celebration with Chef Therese Ludwig on Tuesday\, Dec. 12\, at 4:30 p.m. ET/1:30 p.m. PT. We will create adorable and delicious Hot Cocoa Cookie Cups while shaking up a batch of refreshing Winter’s Kiss Margaritas! All ingredients will be shipped to your home prior to the event. As an additional bonus\, each kit shipped will result in one meal donated to families in need and one tree planted to give back to our collective communities. \nNOTE: Registration was required for this since and the deadline has since passed. 
URL:https://life.emoneyadvisor.com/event/virtual-cookie-baking-cocktail-event/
CATEGORIES:Employee Engagement Committee
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231206T140000
DTEND;TZID=America/New_York:20231206T160000
DTSTAMP:20231101T112503Z
CREATED:20230928T154725Z
LAST-MODIFIED:20231101T112503Z
UID:7123-1701871200-1701878400@life.emoneyadvisor.com
SUMMARY:Getting Started with Real Talk (Professional Development Training)
DESCRIPTION:Talking about topics like race and racism can elicit strong emotions. This program will explore the challenges of talking about race in an open\, honest way to promote understanding. \nAfter this session you will be able to: \n\nExplore the challenges of talking about race in an open\, honest way\nAssess your current state as an Ally for colleagues and what it takes to be effective in that role.\nLearn and practice practical\, actionable tools for having these conversations.\n\nRegister here!\nThis session will be capped at 25 participants. 
URL:https://life.emoneyadvisor.com/event/getting-started-with-real-talk-professional-development-training-2/
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231129
DTEND;VALUE=DATE:20231202
DTSTAMP:20231101T134010Z
CREATED:20231101T134010Z
LAST-MODIFIED:20231101T134010Z
UID:7472-1701216000-1701475199@life.emoneyadvisor.com
SUMMARY:Assoc. for Financial Planning & Counseling Education (New Orleans\, LA)
DESCRIPTION:Sasha Grabenstetter (Financial Planning Education Consultant)\, Emily Koochel (Manager\, Financial Wellness and Education)\, & Arleny Abad (Senior Financial Planning Education Consultant) are heading to ‘The Big Easy’ on Nov. 29.
URL:https://life.emoneyadvisor.com/event/assoc-for-financial-planning-counseling-education-new-orleans-la/
LOCATION:New Orleans\, Louisiana
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231128
DTEND;VALUE=DATE:20231201
DTSTAMP:20231101T133551Z
CREATED:20231101T115418Z
LAST-MODIFIED:20231101T133551Z
UID:7386-1701129600-1701388799@life.emoneyadvisor.com
SUMMARY:Future Branches Banking (Austin\, TX)
DESCRIPTION:Richard Grotto (VP\, Enterprise Sales)\, Salman Siddique (Senior Sales Development Representative)\, Justin Houchens (Senior Advisory Enterprise Sales Manager) will be in Texas from Nov. 28-30.
URL:https://life.emoneyadvisor.com/event/future-branches-banking-austin-tx/
LOCATION:Austin\, TX
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231120
DTEND;VALUE=DATE:20231216
DTSTAMP:20231101T134212Z
CREATED:20231101T134212Z
LAST-MODIFIED:20231101T134212Z
UID:7475-1700438400-1702684799@life.emoneyadvisor.com
SUMMARY:Manager Performance Assessments
DESCRIPTION:During this time\, managers should be completing assessments based on their team member’s performance.
URL:https://life.emoneyadvisor.com/event/manager-performance-assessments/
CATEGORIES:People Experience
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231115T110000
DTEND;TZID=America/New_York:20231115T120000
DTSTAMP:20231030T140802Z
CREATED:20231030T140802Z
LAST-MODIFIED:20231030T140802Z
UID:7324-1700046000-1700049600@life.emoneyadvisor.com
SUMMARY:CLT Office Hours
DESCRIPTION:The entire CLT is excited to welcome another group of employees on November 15 from 11 a.m. – Noon ET for the next CLT Office Hours. These sessions are a great way to meet others from the org\, connect with members from the leadership team in a casual environment\, foster a sense of community\, and have your questions answered. \nSince we started this series\, more than 80 employees have attended and 95% found these are a great use of their time and would recommend their peers to attend. So\, what are you waiting for?! Sign up toda!
URL:https://life.emoneyadvisor.com/event/clt-office-hours-3/
CATEGORIES:CLT Office Hours
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231106
DTEND;VALUE=DATE:20231118
DTSTAMP:20231101T112851Z
CREATED:20230919T192709Z
LAST-MODIFIED:20231101T112851Z
UID:7033-1699228800-1700265599@life.emoneyadvisor.com
SUMMARY:2023 Year-end Self-assessments
DESCRIPTION:It’s that time of year again! And what time is that? It’s the time when we ask you to: \n\nAssess your performance by reflecting on the progress made toward your 2023 goals\nSummarize your contributions to eMoney’s strategic priorities and business objectives\nEvaluate competencies\nReview your development plan(s) in DIG\n\nThese year-end reviews are an integral part of eMoney’s overall performance management program and are critical components in your professional development and eMoney’s continued success. \n\nEmployees must complete their self-assessment in DIG by November 17.**\n\nReminder:Any employee who has an incomplete or late assessment may become ineligible to receive a base compensation increase and performance bonus.\n\n\nOnce you submit your self-assessment in DIG\, your manager will also complete an assessment based on your performance.\n\nManager assessments are due by Dec. 15\, 2023.\n\n\n\n**If you started on or after October 1\, 2023\, you are not eligible for a performance bonus for the 2023 performance year. However\, you must complete a self-assessment. If you started on or after November 1\, 2023\, you are not eligible for a performance bonus or base compensation increase for the 2023 performance year\, and will not be required to complete a self-assessment. \nResources for Completing Your Self-Assessment \n\nClick here to download the DIG User Guide to help you through the completion of your self-assessment.\n\nEmployees (non-people managers): Click here to watch a DIG tutorial/training session for completing your self-assessment.\nManagers\n\nA live training session is scheduled for Nov. 16. A meeting invite was sent at the end of October. If you need it resent to you\, please contact PX@emoneyadvisor.com.\n\nThis WILL be recorded and made available.\n\n\n\n\n\n\n\nReviewing Goal Accomplishments and Evaluating Competencies\nGoal Accomplishments\nGoals make up 75 percent of your overall review. During the review of your goal accomplishments\, you will be required to add comments and rate your performance using the following rating scale: \n\nBelow Expectations– Performance failed to meet expectations in one or more essential areas of responsibility\, and/or one or more of the most critical goals were not met. Immediate and sustained improvement is needed in one or more performance areas.\nMeets Expectations– Performance consistently met expectations in all essential areas of role and responsibility\, at times possibly exceeding expectations\, and the quality of work overall was very good. The most critical annual goals were met.\nAbove Expectations– Performance consistently exceeded expectations in all essential areas of responsibility\, and the quality of work overall was excellent and superior. Made an exceptional or unique contribution in support of unit\, department\, or company objectives. Successfully completed goals above the scope of role.\n\nCompetencies\nCompetencies make up 25 percent of your overall review. A competency is the combination of defined behaviors and measurable knowledge\, skills\, abilities and personal attributes that contribute to enhanced employee performance and development – ultimately resulting in organizational success. \nCompetencies are used as a baseline in your manager’s assessment of your performance at the end of the year and vary based on your role at eMoney – which break down into three levels with varying success measures/definitions. Click here to view the key success measures for each competency. \nNeed a refresher about why we use competencies? Click here to view the “What Are Competencies?” video. \nTo view any/all information listed above and for a complete 2023-24 performance timeline\, please click here.  \nAdditional Resources from Blue Ocean Brain to help you prepare:\n\nAssess Your Personal Progress\nPerformance Defined\nWho\, When\, and How of Performance\nRewrite Your Writing Skills\nWriting a self-evaluation: How to make the most of the process\n\nIf you have any questions\, please reach out to the PX team by emailing PX@emoneyadvisor.com
URL:https://life.emoneyadvisor.com/event/2023-year-end-self-assessments/
CATEGORIES:People Experience
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231106
DTEND;VALUE=DATE:20231109
DTSTAMP:20231101T115157Z
CREATED:20231101T115157Z
LAST-MODIFIED:20231101T115157Z
UID:7383-1699228800-1699487999@life.emoneyadvisor.com
SUMMARY:Avantax - National Conference (Chicago\, IL)
DESCRIPTION:Justin Houchens (Senior Advisory Enterprise Sales Manager) and Jeff DiGiovanni (Inside Sales Manager Named Accounts) will be in the windy city from Nov. 6-8.
URL:https://life.emoneyadvisor.com/event/avantax-national-conference-chicago-il/
LOCATION:Chicago\, IL
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T130000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20231009T145338Z
CREATED:20231009T145338Z
LAST-MODIFIED:20231009T145338Z
UID:7193-1698325200-1698328800@life.emoneyadvisor.com
SUMMARY:Meet the Product Team
DESCRIPTION:In our next “Meet the Team” session\, we’ll hear from Tom Sullivan (Head of Product)\, Cara Woodland (Director\, UX Research)\, Chad Porche (SVP\, Product Management)\, Ricky Illigasch (VP\, Product Management)\, and Scott Woodman (Director\, Portfolio Management) to learn more about the Product team – who are responsible for the overall product vision\, strategy\, and user experience for eMoney. Members on the product team provide important cross-functional leadership—most notably between development\, marketing\, sales\, and support teams—to deliver products and features that differentiate us in the marketplace and provide unique value to clients. \nFor those in Client Support: Please do not accept this meeting invite yet. Please submit your request directly to wfm@emoneyadvisor.com. The workforce team will get back to you and let you know the status. Please hold off on accepting the meeting invite until you hear back from the WFM team. \nZoom Info:  \n\nhttps://emoneyadvisor.zoom.us/j/96970391207?pwd=bHdnN1FnYXBEaGFXanM0Z3Y4ZkJjZz09\nPasscode: 259588\n\nThis session will be recorded and made available on the Intranet.  \n  \n 
URL:https://life.emoneyadvisor.com/event/meet-the-product-team/
CATEGORIES:Product
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T120000
DTEND;TZID=America/New_York:20231026T130000
DTSTAMP:20230728T130139Z
CREATED:20230728T125641Z
LAST-MODIFIED:20230728T130139Z
UID:6781-1698321600-1698325200@life.emoneyadvisor.com
SUMMARY:Leading Meetings (Professional Development Training)
DESCRIPTION:Competencies this training will help with: \n\nCommunicates Effectively\nSelf-Development\nEnsures Accountability\nDecision Quality\n\nDuring this course\, you will learn how to: \n\nEliminate bad meetings (voted the #1 “time-killer” in organizations!)\nMake meetings more productive and inclusive\n\nParticipants will embark on an activity-filled exploration of techniques to: \n\nDrive intentionality\nCreate impactful agendas\nEncourage participation.\n\nParticipants will practice stewardship with a meeting makeover to make the best use of everyone’s time. \nVisit DIG  > Search for Leading Meetings (top right-hand corner) & start your registration!\nFor those in Client Support\, please submit your request (provide multiple options when possible) directly to wfm@emoneyadvisor.com. The workforce team will reply back to let you know the status. Please hold off on registering until you hear back from the WFM team. \n\n 
URL:https://life.emoneyadvisor.com/event/leading-meetings-professional-development-training-5/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231025T140000
DTEND;TZID=America/New_York:20231025T160000
DTSTAMP:20230928T154556Z
CREATED:20230928T154556Z
LAST-MODIFIED:20230928T154556Z
UID:7121-1698242400-1698249600@life.emoneyadvisor.com
SUMMARY:Getting Started with Real Talk (Professional Development Training)
DESCRIPTION:Talking about topics like race and racism can elicit strong emotions. This program will explore the challenges of talking about race in an open\, honest way to promote understanding. \nAfter this session you will be able to: \n\nExplore the challenges of talking about race in an open\, honest way\nAssess your current state as an Ally for colleagues and what it takes to be effective in that role.\nLearn and practice practical\, actionable tools for having these conversations.\n\nRegister here! \nThis session will be capped at 25 participants. 
URL:https://life.emoneyadvisor.com/event/getting-started-with-real-talk-professional-development-training/
CATEGORIES:Learning and Development
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END:VCALENDAR