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Workshops Offered
April 1, 2025 at 4:00 PM — April 1, 2025 at 5:30 PM
Session 1: How To Get Noticed By Senior Leaders

“I’m doing good work; however, how do I get people to notice and invest in my potential?”

“What do rising stars do differently early in their careers that set them up for success?”

“How do I build a long-term positive reputation in the financial industry?”

To explore the answers to these questions and more, please join this workshop hosted by Kristy Carrod, Executive Coach and Founder of Coaching Bankers. Over an interactive and engaging session, Kristy will share practical tips and stories from what she has learned and observed from 20 years of coaching professionals in the financial industry. 

The workshop will review practical tips for early career professionals to get noticed.

Kristy Carrod picture
Kristy Carrod
April 14, 2025 at 4:00 PM — April 14, 2025 at 5:30 PM
Session 2: Reverse Mentorship in Action: What Junior Women Can Teach Leaders

Session Overview:
This dynamic panel flips the traditional mentorship model, highlighting how junior women can provide fresh perspectives, innovative ideas, and critical insights to senior leaders. The goal is to foster a culture of continuous learning, where experience meets emerging trends, and leadership is enriched through diverse viewpoints.

 


Key Objectives:

  1. Challenge Traditional Power Dynamics:
    Demonstrate that mentorship is a two-way street, where both junior and senior professionals benefit from knowledge exchange.
  2. Promote Generational Learning:
    Explore how younger professionals understand evolving technologies, workplace culture shifts, and new leadership expectations.
  3. Foster Belonging:
    Create space for all voices, encouraging open dialogue on how leadership can evolve to meet the needs of today’s workforce.

 

Ana Juncu, CFA picture
Ana Juncu, CFA
Alexandra Velosa, CFA picture
Alexandra Velosa, CFA
April 29, 2025 at 4:00 PM — April 29, 2025 at 5:35 PM
Session 3: Negotiate for the Compensation You Deserve

This workshop will enable you to feel confident in asking for the compensation you deserve. We cover everything from how to navigate asking your manager for more money, to what you should be looking for before signing a new employment contract. We leave time for group discussion and Q&A to ensure all your questions are answered.

Key takeaways include:

  • What pieces of compensation & benefits are appropriate to push on (beyond salary).
  • Important performance-based pay structures to be aware of in finance.
  • How compensation decisions are made within employers.
  • What you should and shouldn’t use as rationale for a pay increase.
  • The biases women face in negotiations, and how to work around them.
  • How to articulate the unique value that you add to your employer.
  • When you should be bringing up compensation, and how to frame the ask.
Sophie Warwick  & Jillian Climie picture
Sophie Warwick & Jillian Climie
May 13, 2025 at 4:00 PM — May 13, 2025 at 5:30 PM
Session 4: Advocating for Yourself

Most people know self-advocacy is important, but it’s often the small details that make all the difference. Join us for Mastering Self-Advocacy to Advance Your Career, where we’ll dive into both the “Why” and most importantly the “How.”  Not only will you uncover the roadblocks holding you back from fully taking control of your career, but you’ll also walk away with practical strategies you can start using right away to move your career forward with total confidence.

Natalie Serebrennik picture
Natalie Serebrennik
May 27, 2025 at 4:00 PM — May 27, 2025 at 5:30 PM
Session 5: What I Wish I Knew Early In My Career (Industry Panel)

This session will feature a panel of industry leaders as they share successes and lessons learned throughout their careers. You will walk away with insights to help navigate the next steps in your career.

 

 

Alyssa Moody, CIM picture
Alyssa Moody, CIM
Laura Baker picture
Laura Baker
Lina Ben-Harhara picture
Lina Ben-Harhara
Wai-Ke Kim picture
Wai-Ke Kim