Annual Meeting > Workshops

WORKSHOPS

Leading a Post-Covid Workforce

​Sarah Kessler
Performance Partner/Operations Director
​Center for Practical Management
​This session is designed to equip leaders to use empathy AND accountability to bring a workforce back to full productivity quickly post pandemic. Leaders who master listening and respond with empathy will perform 40% higher in overall performance, coaching, engaging others, planning, organizing, and decision making.
  
Participants will learn how to:

• Deploy best practices to lead a workforce post pandemic
• Use Critical Thinking Skills as a means to effective decision making and improved communication
• Demonstrate empathy with accountability to maximize productivity​​

About The Speaker:
Sarah joined Center for Practical Management in 2014, and has since developed a loyal base of client leaders in the community-based banking industry. She has worked as a sales consultant and coach, helping her clients improve their sales and service skills and bank executives enhance their effectivess as managers and leaders. 
 
Sarah has a deep understanding and depth of experience in designing and delivering classroom training for front-line sales and service teams and call center representatives. She is a millennial who connects exceptionally well with her audiences, executing the learning experience with remarkable poise and confidence. Her communication and relationship building skills engage participants to think past the ordinary to deliver extraordinary customer experiences. Sarah is able to facilitate effective dialogues with senior level executives as she shares unique perspectives on their team’s successes and challenges.

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The Future of Banking
​2030: The race to net-zero

Ariana Gomez, Founder and CEO, Technology for Impact
This talk will take us from the Covid-19 aftermath and the need to build back better, to the challenges of getting to net-zero and the critical role of the banking sector to make it happen. The talk will finally delve into the global trends shaping the climate-finance conversation and offer a clear step by step roadmap for banks to transform into net-zero pioneers and enablers of a sustainable future for all stakeholders.
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1. Covid-19 and the aftermath

• Lessons from the past year
• Where we are today
• How we got here
• From “Build back better” to Stakeholder capitalism

2. Beyond digital transformation

• Reality check
• Getting the house in order

3. Banking and net-zero: a match made in heaven

• The climate challenge
• The race to net-zero
• How the banking sector saves the day

4. What your client demands

• From global trends to local implementation
• Examples and case studies

5. Future-proofing your bank: A Roadmap

​​About The Speaker:
Ariana is the founder and CEO of Technology for Impact, a next generation management consulting firm focused on stakeholder strategy and net-zero leadership powered by advanced social and environmental sciences, future foresight, ethical innovation and exponential technologies.

She is an international speaker, board member and advisor to leading companies, institutional investors, government and global development organizations including Nike, Uber, Stripe, Google, the European Technology Chamber, Citigroup, MIT and the United Nations.

She was named a Rising Talent by the Women’s Forum for the Economy and Society in 2016. Former innovation and strategy executive at Visa, Bosch and Gentera. She previously worked for the World Bank, the UN and the World Resources Institute leading sustainable development and financial inclusion projects in Europe, Africa, Asia and Latin America.

Ariana studied Philosophy, Politics and Economics at York University, followed by a Masters in Science in Development Studies from the London School of Economics and an MBA from IPADE. She has post graduate studies in artificial intelligence from MIT, management and leadership from Harvard, sustainability from Cambridge and is a Singularity University’s Global Expert and member of the Institute for the Future.

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​Faster Payments:  Opportunities, challenges, and the conversations you should be having right now​

Patrick Dix, Vice President of Strategic Alliances, SHAZAM
For the last few years, the term “faster payments” has been talked about as the industry tried to define a new set of payment rails.

​Now the challenge falls to your institution. How will you be using faster payments?  When will your cardholders and merchants become senders and receivers?
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This session will outline progress on the development of the faster payments, challenges in defining how “faster” will impact your bottom line, and key decisions your bank/CU will have to make to ensure it is up to speed.

​​​About The Speaker:
​Patrick leads SHAZAM’s relationships and partnerships with more than 70 industry organizations and trade associations. The focus of SHAZAM’s strategic alliances is to support the advocacy work of association partners and ensure community financial institutions have a strong voice in the payments industry.

​Before joining SHAZAM Patrick spent 25 years as a broadcast journalist including 16 years as the senior morning news anchor at the NBC affiliate in Des Moines, Iowa. 

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