The Virtues of Corporate Culture
Includes a Live Web Event on 12/11/2024 at 1:00 PM (EST)
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Corporate culture is one of the biggest perceived challenges in attracting and retaining top talent, according to Nicsa’s DEI Perception Study. But what truly defines the personality of an organization?
Join us for an engaging Fireside Discussion where we’ll explore how to define corporate culture, protect it, and what it means to be a “culture carrier” within your organization.
Nicsa is excited to bring together two thought leaders: Author and Professor Alan Kolp and Corporate Culture Expert Monica Smith. Together, they’ll offer a deep dive into the critical components of corporate culture and share strategies for positively influencing and safeguarding it.
Learning Outcomes:
• Gain a clear understanding of what corporate culture is and how it aligns with an organization’s core values.
• Explore the foundational traits of corporate culture and how these evolve over time.
• Learn actionable strategies to enhance and safeguard a company’s culture, ensuring it remains aligned with its values and goals.
• Discover how generational shifts impact corporate culture and how to manage these dynamics effectively.
• Learn how culture can foster deeper employee engagement and commitment to an organization’s mission.
• Understand your role in fostering a positive corporate culture, emphasizing personal responsibility and accountability in shaping and maintaining it.
This program is sponsored by Diversity Project North America's Next Practices Committee:
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 – Non-technical
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CE Credits Redeemable with Investments & Wealth Institute™ (IWI)
Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.
To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf.
The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.
CPEs Earned: 1
Continuing Education Topic: Supplemental - Leadership Programs
Program Format: Live Webinar
CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org
Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy
Monica M Smith
CEO and Founder
Tradewinds Career Consulting
After 30 years of leading diverse, multicultural teams across financial services firms in Boston, Bangalore, and New York, I founded Tradewinds Career Consulting to help organizations unlock the power of purpose-driven leadership in their organizations, domestic and global.
During my last 12 years in corporate financial services, I focused on international leadership roles, managing global delivery, establishing new multi-national businesses and governance models, forging multi-national strategic partnerships, and contracting joint ventures.
I navigated my career by building high-performing teams, igniting shared vision and purpose to drive innovation, deliver exceptional customer stewardship, and solve complex global challenges. My greatest career satisfaction has been sharing my experience and expertise to help international teams and colleagues achieve global initiatives. Creating Tradewinds Career Consulting enables me to draw on my deep and varied expertise to deliver bespoke consulting, advisory services, and coaching, addressing precisely the skillsets our clients want to elevate.
Alan Kolp
Faculty in Residence
Baldwin Wallace University
Alan is Faculty in Residence and former holder of the Baldwin Wallace Chair in Faith & Life and Professor of Religion at Baldwin Wallace University. He earned degrees from Guilford College, Harvard Divinity School, and a Ph.D. from Harvard University. Alan’s latest book, Better Humans, Better Performance, co-authored with Peter Rea and James Stoller, appeared in 2023. This was preceded by Exception to the Rule.
Alan and Peter also wrote Integrity is a Growth Market and teamed with Pierre Everaert to write Igniting Innovation With Integrity
Much of the work Alan does now focuses on the global aspects of business and human interaction. Specifically, he is interested how human beings live life so they are making money and meaning. This interest spans a diversity of cultures. The classical virtues provide the fundamentals. He is particularly interested in how these virtues come to play an active role in our lives and communities today.
Before coming to Baldwin-Wallace University in 2000, Alan taught at Earlham College and Earlham School of Religion in Richmond, IN.
He spent a year in Germany on a Fulbright and has taught in England. He has been a visiting scholar at the Graduate Theological Union, University of California at Berkeley and at Kellogg College, Oxford University.
Rosa Licea-Mailloux (Moderator)
Head of Compliance Americas; Chief Compliance Officer - MFS Funds
MFS Investment Management
Rosa Licea‐Mailloux is a vice president and head of compliance, Americas, at MFS Investment Management® (MFS®). She is also the chief compliance officer of the MFS Funds. In this role, she oversees all aspects of compliance for MFS investment products distributed throughout the Americas, collaborating with various groups across MFS to ensure all regulatory requirements are met and adhered to across the firm's various distribution channels.
Rosa joined MFS in 2018 as a director of corporate compliance and was named to her current role in 2022. Previously, she worked at Natixis Investment Managers for over 14 years, holding several roles in the firm’s legal and compliance groups, including chief compliance officer for the Loomis
Sayles Funds, Natixis Funds and Natixis ETFs and senior vice president and deputy general counsel for Natixis Investment Managers – US Distribution. She began her career in financial services in 2001 as a compliance specialist with Putnam Investments.
Rosa earned Bachelor of Arts degrees in biology and economics from Boston University, a Juris Doctor degree from the Northeastern University School of Law, and an MBA from UNC Kenan-Flagler Business School. She is an adjunct professor of financial sector compliance at New England Law | Boston.
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