All sessions are three hours and run from 9:00 am to 12:00 pm Pacific Time.

Register Here for full 4-Part Series

If you would just like to register for an individual session and not all 4 sessions, please select and register for whichever session you are interested in below:

Register Here for: Culture Shifting in Financial Institutions
Tuesday, January 30 | 9:00 am – 12:00 pm Pacific Time

• Focuses on the shift from order-taking to an engaged, advisory culture and the team issues faced when changing cultures.

Register Here for: Wowing the Client
Tuesday, February 27 | 9:00 am – 12:00 pm Pacific Time

• Addresses the needs, wants and expectations of the new, digital, and younger clients and employees.

Register Here for: Your Advisory Role
Tuesday, March 19 | 9:00 am – 12:00 pm Pacific Time

• Presents opportunities for the business and the employee to engage in activities and skills to drive results across the business for the near future.

Register Here for: Ambassadorship and Growth
Tuesday, April 23 | 9:00 am – 12:00 pm Pacific Time

• Addresses critical skills necessary to make the employee more valuable in the company, and in the community at large.