Own Your Career, Own Your Life (Oct. 10: Noon – 1 p.m. ET) On October 10 at Noon ET, Talent Development Expert, Author and Podcaster Andy Storch will talk about his book, titled “Own your career, own your life.” Storch offers a clear, step-by-step guide to setting a vision for and taking ownership of your career […]
Note: Leading with Purpose is a mandatory five-part course designed for leaders to learn, inspire, and motivate others to achieve results. In order to receive full credit for this course, managers must attend all five mandatory sessions (just once). Any manager who did not complete all five parts can register for the outstanding sessions in […]
Hank Cassa (Sr. Account Manager) and Brandon Heid (Sr. Financial Planning Practice Management Consultant) are heading to the Grand Canyon state from Oct. 18-20.
Paul Veira (Senior Advisory Enterprise Sales Manager) will be in Kentucky attending the NAPFA conference from Oct. 18-21.
John Caputo (Sr. Inside Sales Manager - Geo Accounts), Connor Sung (Director, Practice Mangement), Chris Mauriello (Financial Planning Practice Management Consultant), Rose McWilliams (Sales Development Representative), and Conor Dotson (Sales Development Representative) will be in the City of Brotherly Love from Oct. 24-26
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. After this session you will be able to: Explore the challenges of talking about race in an open, honest way Assess your current state as an […]
Competencies this training will help with: Communicates Effectively Self-Development Ensures Accountability Decision Quality During this course, you will learn how to: Eliminate bad meetings (voted the #1 "time-killer" in organizations!) Make meetings more productive and inclusive Participants will embark on an activity-filled exploration of techniques to: Drive intentionality Create impactful agendas Encourage participation. Participants will […]
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 […]
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.
It’s that time of year again! And what time is that? It’s the time when we ask you to: Assess your performance by reflecting on the progress made toward your 2023 goals Summarize your contributions to eMoney’s strategic priorities and business objectives Evaluate competencies Review your development plan(s) in DIG These year-end reviews are an […]
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 […]
