Human Capital

As investment industry leaders, you’re uniquely positioned to lead in another investment arena - investing in your employees. It’s as important to “know your customer” as it is to know your team - what motivates them? Where do they see their career going? What skills/interests do they have and what skills do they want/need to build? By investing in your team, you help create a culture of engaged employees focused on excellence - a place where people will want to work and deliver the best client experience.

Learn ways to train your teams successfully. This session will share ideas about training processes, skills and methods. Whether training is part of your job or an occasional activity, you will arm yourself to give compelling, engaging sessions.

“Women belong in all places where decisions are being made. It shouldn’t be that women are the exception.” (Ruth Bader Ginsburg)

Leaders have the obligation to ensure that women are on an equal footing with men when it comes to advancement, leadership opportunities and compensation. Learn how organizations can develop all employees without biases and help bridge any existing gaps..

Diversity in the workplace refers to an organization that employs a workforce comprised of individuals of varying gender, religion, race, age, ethnicity, sexual orientation, education, and other attributes. This course reviews the background information and how to introduce active listening to receive messages from a diverse workforce, employ effective questioning techniques, and communicate with strength.

Workplace harassment is unacceptable - and against the law. Your goal as a leader should be to avoid and eliminate harassment altogether. This workshop arms you to identify and address any harassment while building a workplace culture of openness to all.

Calling them “soft skills” is a misnomer; people skills are mighty. This foundational workshop delves into the powerful impact people skills have in building and nurturing relationships.

Learn how to identify, hone and utilize these skills yourself and recognize and complement them in others.

An optimal work environment is more than the office where you’ll be. It’s having people who want to work as a team, who boast positive values and want to help each other succeed. This module addresses team building, communication and trust - all key to you creating and leading a compelling work environment.

One of a leader’s most important responsibilities is to develop other leaders. Learn ways to identify talent, nurture growth, drive engagement and master succession planning.

Today’s workplace is comprised of employees spanning multiple generations. Learn how to make this a competitive advantage. Foster an environment that fosters mutual respect and perspective-sharing across the generations.

Many firms put so much effort into the hiring process, then fall flat on onboarding. That’s a recipe to plant seeds of doubt in your new employee. Leaders with a solid process for welcoming new employees while setting them up for success go far in creating a positive culture. The most successful onboardings adjust based on the new hire. Millennials are no exception - this workshop focuses on tweaking your process to be most successful bringing these hires onto your team.