Innovation & Disruption: Financial Services Executive Roundtable

Leaders in the financial services industry are being increasingly called upon to create continuous improvement, manage change and deal with digital disruption – all while being asked to do more with sometimes less.

Please join us October 26, 2017 for a Financial Services Executive Roundtable. This event allows some of the brightest minds in financial services to have candid, targeted discussions on how to shape the future. Our topics will include:

Innovation: Continuous Improvement Programs and Managing Disruption in Financial Services

In an open peer discussion, we’ll explore:

• How are firms dealing with Fintech and digital disruption?

• How does Financial Services differ in implementing Lean and other improvement programs compared to other industries? What can be done better?

• How do you implement a culture of continuous improvement? What works? What doesn’t?

• What’s the best way to create innovation centers in your organization to drive improvement? What (and how) are your peers doing?

In this small group forum, we’ll answer these questions – peer to peer – from those who’ve “been there, done that” or tried a few things and learned some lessons along the way.

Below are all event details, also included in this calendar invite. We look forward to seeing you October 26 as we continue to grow and strengthen the financial services industry.

WHAT: Executive Roundtable for Financial Services Executives

WHEN: October 26, 2017 / 8 am Registration & Networking / 8:30 to 10 am – Peer Discussion

WHERE: Davio’s at 447 Lexington Avenue, New York, NY 10017 / Breakfast & beverages provided

CONTACT: Questions: Please email Dennis Hendricks, Envision Business Consulting at or call 415.971.4731

If you have others in your network who would benefit from this insightful conversation, please forward their names for inclusion in our invitation list.

Thank you. We look forward to seeing you soon.

Register Now!

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