Journey to 2022 and Beyond: Workforces and Workplaces
Recorded On: 10/08/2021
12:00pm – 12:50pm ET: Journey to 2022 and Beyond: Workforces and Workplaces: What are the competing forces shaping the new workforce? What makes a successful leader in today’s landscape? How are firms across the asset management industry navigating hybrid workplaces, return to office policies, evolving corporate cultures, and professional development challenges? Join us for a candid discussion around the evolution of the workforce and what it means for employees, managers, human resource executives, and executive suites.
12:50pm - 12:55pm ET: Pop-Up Speaker
At the end of the session, the 2021 DEI Perception Report will also be released to all GMM attendees. This in-depth report will provide insights and action items on the fundamental DEI issues and challenges facing our industry.
CPE INFORMATION:
NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1
CPE Field of Study: Personnel/Human Resources
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CANCELLATIONS AND REFUNDS:
Due to this program being offered free of charge, there will be no refunds issued.
Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.
Nicole Callies (Moderator)
Director of Business Development, MARS SalesFocus Solutions
Nicole Callies leads SalesFocus Solutions’ business development efforts for the Midwest. Nicole is responsible for generating new business as well as managing relationships with existing clients. She has 13 years of experience in the asset management industry. Prior to joining SalesFocus Solutions, Nicole was responsible for sales & client service for US Bank Global Fund Services. Within this unique role, she has experience with working with small to large asset firms to help them use their data to grow their businesses using sales reporting systems.
Deidre Boulware
Vice President, Head of Talent, Development & Diversity, American Century
Matt Norquist
Senior Client Partner, Industry Lead - Financial Services, Advisory, Korn Ferry
Matt Norquist leads Korn Ferry’s Advisory business in the Financial Services Industry, working with Korn Ferry teams to enable clients to connect their talent strategy to business performance. This work a wide range of solutions that includes talent acquisition, assessment, leadership development, succession planning, and connecting reward and benefits strategies to performance objectives.
Beyond the above focus areas, Matt has a passion for behavioral economics and data analytics. He is expert at using behavioral and attitudinal data to drive business performance, and recently led a study looking at over 10 million data points across 100,000 leaders to identify the commitments that separate the most successful leaders from their peers.
In addition to his consulting work, Matt will partner across markets and solution areas to drive business growth and client impact, and work with our leadership and marketing teams to simplify and optimize our Go-To-Market strategies and tactics.
Lisa Shea
Senior Vice President, North American Fund Governance Solutions Group, Northern Trust
Lisa Shea is a Senior Vice President in Northern Trust’s North American Fund Governance Solutions group. Lisa focuses on supporting asset manager clients in regulatory and distribution matters. With over 20 years of experience working with various registered and unregistered fund structures, Lisa’s practical knowledge of how US funds are governed, sold and serviced provides clients with consultative support to help them navigate the evolving marketplace.
Lisa joined Northern Trust in 2001. Prior to her current role, she has held a number of leadership and management roles in our Transfer Agency and Product Management teams, including an assignment in our Ireland location. Prior to joining Northern Trust, Lisa has held management and client services roles with several asset management and brokerage clearing firms in the US.
Lisa holds a Master of Arts degree from Montclair State University, and a Bachelor of Arts degree from Rutgers, the State University of New Jersey. She formerly held FINRA Series 6, 7, 24, 26, and 63 licenses. Lisa is an ACAMS Certified Anti-Money Laundering Specialist.
Lisa currently serves as the industry co-chair for the Investment Company Institute’s Transfer Agent Advisory Committee, and is a member of the ICI’s Operations, Small Funds, and Series Trust Committees.
Key:
Complete
Next
Failed
Available
Locked