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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
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231024
DTEND;VALUE=DATE:20231027
DTSTAMP:20231010T175954Z
CREATED:20231010T175954Z
LAST-MODIFIED:20231010T175954Z
UID:7205-1698105600-1698364799@life.emoneyadvisor.com
SUMMARY:Schwab Impact (Philadelphia\, PA)
DESCRIPTION: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
URL:https://life.emoneyadvisor.com/event/schwab-impact-philadelphia-pa/
LOCATION:Philadelphia\, PA
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231018
DTEND;VALUE=DATE:20231022
DTSTAMP:20231010T181517Z
CREATED:20231010T181501Z
LAST-MODIFIED:20231010T181517Z
UID:7208-1697587200-1697932799@life.emoneyadvisor.com
SUMMARY:NAPFA Fall National Conference (Louisville\, KY)
DESCRIPTION:Paul Veira (Senior Advisory Enterprise Sales Manager) will be in Kentucky attending the NAPFA conference from Oct. 18-21.
URL:https://life.emoneyadvisor.com/event/napfa-fall-national-conference-louisville-ky/
LOCATION:Louisville\, KY
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231018
DTEND;VALUE=DATE:20231021
DTSTAMP:20231009T150110Z
CREATED:20231009T150110Z
LAST-MODIFIED:20231009T150110Z
UID:7197-1697587200-1697846399@life.emoneyadvisor.com
SUMMARY:tru independence CANVAS (Phoenix\, AZ)
DESCRIPTION: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.
URL:https://life.emoneyadvisor.com/event/tru-independence-canvas-phoenix-az/
LOCATION:Phoenix\, AZ
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231016T080000
DTEND;TZID=America/New_York:20231018T170000
DTSTAMP:20230322T161303Z
CREATED:20221202T171221Z
LAST-MODIFIED:20230322T161303Z
UID:5916-1697443200-1697648400@life.emoneyadvisor.com
SUMMARY:2023 eMoney Summit (Virtual)
DESCRIPTION:
URL:https://life.emoneyadvisor.com/event/2023-emoney-summit-virtual/
CATEGORIES:Summit
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231011T130000
DTEND;TZID=America/New_York:20231011T163000
DTSTAMP:20230728T144631Z
CREATED:20230728T144631Z
LAST-MODIFIED:20230728T144631Z
UID:6795-1697029200-1697041800@life.emoneyadvisor.com
SUMMARY:Addressing Performance Challenges (Leading with Purpose Course)
DESCRIPTION: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 order to receive completion credit. \nAddressing Performance Challenges\nA single employee with chronic performance problems can dominate a leader’s time\, and drag down the productivity and morale of an entire work group. 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. \nClick here for registration instructions.
URL:https://life.emoneyadvisor.com/event/addressing-performance-challenges-leading-with-purpose-course/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231010T120000
DTEND;TZID=America/New_York:20231010T130000
DTSTAMP:20230914T202532Z
CREATED:20230914T202410Z
LAST-MODIFIED:20230914T202532Z
UID:7015-1696939200-1696942800@life.emoneyadvisor.com
SUMMARY:Skillsoft Leadercamp Session: Own Your Career\, Own Your Life
DESCRIPTION:Own Your Career\, Own Your Life   (Oct. 10: Noon – 1 p.m. ET)\nOn 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 and life. You will learn effective strategies for time management\, networking and nurturing the mind-set to help you accomplish your goals and find fulfillment. \nClick here to register for this course! Note: All live sessions are made available in DIG > Library > Skillsoft Content > Live Skillsoft Events.
URL:https://life.emoneyadvisor.com/event/skillsoft-leadercamp-session-own-your-career-own-your-life/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231008
DTEND;VALUE=DATE:20231011
DTSTAMP:20231009T150256Z
CREATED:20231009T145756Z
LAST-MODIFIED:20231009T150256Z
UID:7195-1696723200-1696982399@life.emoneyadvisor.com
SUMMARY:American Bankers Association Annual Conference (Nashville\, TN)
DESCRIPTION:Justin Houchens (Sr. Advisory Enterprise Sales Manager)\, Salman Siddique (Sr. Sales Development Representative)\, and Lucas Flavin (Sr. Client Support Specialist) will be in Nashville Oct. 8-10.
URL:https://life.emoneyadvisor.com/event/american-bankers-association-annual-conference-nashville-tn/
LOCATION:Nashville\, TN
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231005T130000
DTEND;TZID=America/New_York:20231005T140000
DTSTAMP:20230919T192410Z
CREATED:20230919T192410Z
LAST-MODIFIED:20230919T192410Z
UID:7031-1696510800-1696514400@life.emoneyadvisor.com
SUMMARY:CLT Office Hours
DESCRIPTION:The entire CLT is excited to welcome another group of employees in October 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 60 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 today
URL:https://life.emoneyadvisor.com/event/clt-office-hours-2/
CATEGORIES:CLT Office Hours
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231004T150000
DTEND;TZID=America/New_York:20231004T163000
DTSTAMP:20230919T192226Z
CREATED:20230919T192218Z
LAST-MODIFIED:20230919T192226Z
UID:7028-1696431600-1696437000@life.emoneyadvisor.com
SUMMARY:Town Hall
DESCRIPTION: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. \nFeel 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. \nZoom link: https://emoneyadvisor.zoom.us/j/94181607877?pwd=Vm90a0dmNkQ3MTg3VVltaStLT2pvUT09 \n 
URL:https://life.emoneyadvisor.com/event/7028/
CATEGORIES:Town Hall
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231004T130000
DTEND;TZID=America/New_York:20231004T163000
DTSTAMP:20230728T144514Z
CREATED:20230728T144514Z
LAST-MODIFIED:20230728T144514Z
UID:6793-1696424400-1696437000@life.emoneyadvisor.com
SUMMARY:Achieve More Together (Leading with Purpose Course)
DESCRIPTION: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 order to receive completion credit. \nLeading Teams: Achieve More Together \nAll 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. \nClick here for registration instructions.
URL:https://life.emoneyadvisor.com/event/achieve-more-together-leading-with-purpose-course/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231004
DTEND;VALUE=DATE:20231007
DTSTAMP:20230928T175705Z
CREATED:20230928T174338Z
LAST-MODIFIED:20230928T175705Z
UID:7128-1696377600-1696636799@life.emoneyadvisor.com
SUMMARY:Principal Annual Conference (Nashville\, TN)
DESCRIPTION:Melinda Etheridge (Relationship Manager)\, Chris Mauriello (Financial Planning Practice Management Consultant)\, & Val Samansky (Demand Generation Marketing Manager) will be in Nashville
URL:https://life.emoneyadvisor.com/event/principal-annual-conference-nashville-tn/
LOCATION:Nashville\, TN
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231002
DTEND;VALUE=DATE:20231005
DTSTAMP:20230928T174023Z
CREATED:20230928T174023Z
LAST-MODIFIED:20230928T174023Z
UID:7125-1696204800-1696463999@life.emoneyadvisor.com
SUMMARY:SPS Family Vision Conference (Austin\, TX)
DESCRIPTION:Jeff DiGiovanni (Inside Sales Manager Named Accounts) and Michelle Riiska (Financial Planning Services Consultant) are heading south for the SPS Family Vision Conference in Austin\, TX.
URL:https://life.emoneyadvisor.com/event/sps-family-vision-conference-austin-tx/
LOCATION:Austin\, TX
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230927T130000
DTEND;TZID=America/New_York:20230927T163000
DTSTAMP:20230728T144325Z
CREATED:20230728T144325Z
LAST-MODIFIED:20230728T144325Z
UID:6790-1695819600-1695832200@life.emoneyadvisor.com
SUMMARY:Engage and Empower People (Leading with Purpose Course)
DESCRIPTION: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 order to receive completion credit. \nDelegating: Engage and Empower People \nThis 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. \nClick here for registration instructions.
URL:https://life.emoneyadvisor.com/event/engage-and-empower-people-leading-with-purpose-course/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230926T080000
DTEND;TZID=America/New_York:20230928T170000
DTSTAMP:20230913T204333Z
CREATED:20230913T204307Z
LAST-MODIFIED:20230913T204333Z
UID:7008-1695715200-1695920400@life.emoneyadvisor.com
SUMMARY:TFA Exchange (Las Vegas\, NV)
DESCRIPTION:The TFA Exchange in Las Vegas\, NV has 7 eMoney representatives headed their way from Sept. 26-28. See who’s attending below! \n\nMonica Ruelas (Senior Enterprise Sales Manager)\nConnor Sung (Director\, Practice Management)\nJordan Loomis (Account Manager)\nMaureen Carnakie-Baker (Senior Program Manager)\nBrett Tharp (Advisory Training Specialist)\nLisamarie Roberto (Senior Relationship Manager)\nAnia Iguitian (Senior Client Success Coach)
URL:https://life.emoneyadvisor.com/event/tfa-exchange-las-vegas-nv/
LOCATION:Las Vegas\, Las Vegas\, NV
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230926T080000
DTEND;TZID=America/New_York:20230928T170000
DTSTAMP:20230913T203748Z
CREATED:20230913T203748Z
LAST-MODIFIED:20230913T203748Z
UID:7004-1695715200-1695920400@life.emoneyadvisor.com
SUMMARY:Sanctuary Oasis (Las Vegas\, NV)
DESCRIPTION:Katheryn Valdez Sanchez  (Account Manager) and Madeline McAleer (Senior Financial Planning Services Consultant) are heading to Sin City for the Sanctuary Oasis event from Sept. 26-28.
URL:https://life.emoneyadvisor.com/event/sanctuary-oasis-las-vegas-nv/
LOCATION:Las Vegas\, Las Vegas\, NV
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T140000
DTEND;TZID=America/New_York:20230920T144500
DTSTAMP:20230831T124253Z
CREATED:20230831T124253Z
LAST-MODIFIED:20230831T124253Z
UID:6963-1695218400-1695221100@life.emoneyadvisor.com
SUMMARY:FPG Workshop: Why are we so emotional about money?
DESCRIPTION:Increase your financial confidence and conquer your financial stress and anxiety by taking action and implementing proactive strategies. Our FPG team is here to support and equip you with the tools and knowledge necessary to navigate your financial landscape successfully. \nZoom link: https://emoneyadvisor.zoom.us/j/95001048606?pwd=bStZYi82Mjh0aTVsRERSQUVEZldIQT09 \nFor those in Client Support\, please submit your request directly to wfm@emoneyadvisor.com to attend. The team will reply back to let you know the status. Please hold off on accepting any invites until you hear back from the WFM team. NOTE: This will be recorded and made available for viewing post-event.
URL:https://life.emoneyadvisor.com/event/fpg-workshop-why-are-we-so-emotional-about-money/
CATEGORIES:Financial Wellness
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T130000
DTEND;TZID=America/New_York:20230920T163000
DTSTAMP:20230728T144416Z
CREATED:20230728T144115Z
LAST-MODIFIED:20230728T144416Z
UID:6788-1695214800-1695227400@life.emoneyadvisor.com
SUMMARY:Moving People Forward (Leading with Purpose Course)
DESCRIPTION: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 order to receive completion credit. \nCoaching: Moving People Forward \nThis 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. \nClick here for registration instructions.
URL:https://life.emoneyadvisor.com/event/coaching-moving-people-forward-leading-with-purpose-course/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T080000
DTEND;TZID=America/New_York:20230922T170000
DTSTAMP:20230913T203707Z
CREATED:20230913T203303Z
LAST-MODIFIED:20230913T203707Z
UID:7000-1695196800-1695402000@life.emoneyadvisor.com
SUMMARY:Creative Financial Designs Annual Conference (Kokomo\, IN)
DESCRIPTION:Katheryn Valdez Sanchez  (Account Manager) and  Joe Buhrmann (Senior Financial Planning Practice Management Consultant) will be in Kokomo\, IN (not to be confused with The Beach Boys song) on from Sept. 20-22.
URL:https://life.emoneyadvisor.com/event/creative-financial-designs-annual-conference-kokomo-in/
LOCATION:Kokomo\, IN\, Kokomo\, IN
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T080000
DTEND;TZID=America/New_York:20230922T170000
DTSTAMP:20230913T203349Z
CREATED:20230913T114111Z
LAST-MODIFIED:20230913T203349Z
UID:6985-1695196800-1695402000@life.emoneyadvisor.com
SUMMARY:Cambridge Ignite (Orlando\, FL)
DESCRIPTION:Rachel Davidson (Senior Relationship Manager) and Patrick Matlick (Senior Financial Planning Services Consultant) will be representing eMoney at the Cambridge Ignite conference in Orlando from Sept. 20-22.
URL:https://life.emoneyadvisor.com/event/cambridge-ignite-orlando-fl/
LOCATION:Orlando\, Orlando\, FL
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230918T080000
DTEND;TZID=America/New_York:20230921T170000
DTSTAMP:20230913T114123Z
CREATED:20230913T113612Z
LAST-MODIFIED:20230913T114123Z
UID:6982-1695024000-1695315600@life.emoneyadvisor.com
SUMMARY:XYPN Live 2023 (Atlanta\, GA)
DESCRIPTION:Tim Konrad (Manager\, Advisor Sales) and Michelle Riiska (Financial Planning Services Consultant) will be in Atlanta attending the XYPN Live conference from Sept. 18-21.
URL:https://life.emoneyadvisor.com/event/xypn-live-2023/
LOCATION:Hilton Atlanta\, Atlanta\, GA
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230914T130000
DTEND;TZID=America/New_York:20230914T163000
DTSTAMP:20230322T161140Z
CREATED:20221203T171029Z
LAST-MODIFIED:20230322T161140Z
UID:5913-1694696400-1694709000@life.emoneyadvisor.com
SUMMARY:High-Impact Feedback & Listening (Professional Development Training)
DESCRIPTION:In this course\, individual performers learn how to: \n\nEffectively deliver both positive and developmental feedback.\nBe receptive to feedback and listen to accurately understand the speaker’s intended message.\n\nIn the workplace\, these skills help them to optimize and sustain their own and their coworkers’ performance. \nTo register for these courses\, please visit DIG via Okta > Training Calendar.
URL:https://life.emoneyadvisor.com/event/high-impact-feedback-listening-professional-development-training-2/
CATEGORIES:Learning and Development
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230904
DTEND;VALUE=DATE:20230918
DTSTAMP:20230824T143121Z
CREATED:20230824T143121Z
LAST-MODIFIED:20230824T143121Z
UID:6931-1693785600-1694995199@life.emoneyadvisor.com
SUMMARY:Headspace Mindfulness Challenge (Sept. 4-17)
DESCRIPTION:We invite all of you to take part in a challenge focused on – you guessed it – mindfulness. As a community\, we’ll be working toward a goal of completing 110 mindfulness sessions. \nTo join the challenge\, make sure you’re signed up for Headspace\, and then complete any mindfulness activities between September 4-17. From mini meditations in the morning to a mindful moment before bed\, every minute counts! \nGet Headspace for FREE by signing up here.
URL:https://life.emoneyadvisor.com/event/headspace-mindfulness-challenge-sept-4-17/
CATEGORIES:People Experience
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230825
DTEND;VALUE=DATE:20230826
DTSTAMP:20230728T130427Z
CREATED:20230705T154830Z
LAST-MODIFIED:20230728T130427Z
UID:6701-1692921600-1693007999@life.emoneyadvisor.com
SUMMARY:No Internal Meeting Fridays
DESCRIPTION:Back by popular demand\, ‘No Internal Meeting Fridays’ will return in August. The CLT is excited to reintroduce a work-day completely free of internal meetings! \nWe ask everyone – leadership\, managers\, team members – to respect this policy and refrain from scheduling any internal meetings on Friday. This includes cross-functional meetings\, team meetings and manager 1:1s. If you currently have an internal meeting scheduled for a Friday in August\, please make every effort to reschedule for another day. \nWhether you need to catch up on projects and to-do lists at the end of the week or want to take PTO without feeling compelled to join a meeting\, we hope you maximize use of the uninterrupted time. \nPlease note this policy does not apply to external meetings that you may have with clients\, prospects\, or other partners. \nQuestions? Feel free to send us a message in the CLT chat.
URL:https://life.emoneyadvisor.com/event/no-internal-meeting-fridays-4/
CATEGORIES:Company Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230824T120000
DTEND;TZID=America/New_York:20230824T130000
DTSTAMP:20230531T214240Z
CREATED:20221202T170810Z
LAST-MODIFIED:20230531T214240Z
UID:5911-1692878400-1692882000@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. \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. \nTo register for these courses\, please visit DIG via Okta > Training Calendar.
URL:https://life.emoneyadvisor.com/event/leading-meetings-professional-development-training-4/
CATEGORIES:Learning and Development
END:VEVENT
END:VCALENDAR