In finance, promotions aren’t decided only by formal reviews or performance metrics. They are shaped by behind-the-scenes conversations where senior leaders compare talent, assess readiness, and decide who sponsor back. This virtual workshop is designed to make those conversations visible.
You’ll gain insight on the decisions related to promotion, what differentiates people at the calibration table, and how to position yourself —through the right stakeholder relationships, stretch opportunities, and clear self-advocacy. The goal of this session is to help you navigate the promotion process with confidence, clarity, and intention.
This workshop will enable you to feel confident in asking for the compensation you
deserve. We'll guide you through the process-from navigating conversations
with leadership about salary increases to understanding critical details before
signing a new employment contract. In addition, we will highlight common negotiation pitfalls
and how to avoid them. We leave time for group discussion and Q&A to ensure all
your questions are answered.
Key insights include:
- The elements of compensation & benefits that are negotiable (beyond salary).
- How compensation decisions are made from the employer perspective.
- The rationale to leverage for a pay increase.
- The biases women face in negotiations, and how to work around them.
- The most appropriate time to raise the topic of compensation, including framing the ask in a
- positive & confident manner.
This interactive workshop will set the foundation for your ability to engage with greater confidence in giving and receiving feedback more effectively.
Topics covered:
Unpacking Feedback
- Definition matters
- The power of purpose
- Focus on you & them
Explore the value of 3 C’s
- Character
- Competencies
- Commitment
The Power of Prep
- Best practices explored
- Practice, practice. practice
Now What?
- Develop an action plan
Conflict in the workplace, and everyday life, is a natural outcome of having individuals with different wants collaborate together toward joint outcomes. When we avoid conflict, it is often with the mistaken assumption that conflict will lead to deterioration and rupture in relationships. Often, the opposite is true. Avoiding conflict leads to resentment and not addressing crucial differences, which over time may create a breakdown in relationships. Healthy conflict, though it leaves us momentarily feeling vulnerable, can aid in getting to know each other better, and can bring us closer together and better able to achieve joint outcomes. In this session, participants will discover skills associated with healthy conflict – setting healthy boundaries, the ability to listen to others’ core wants, being able to process one’s own and de-escalate others, finding a path toward a resolution, and relationship ‘repair’.
Objectives:
- Understanding what constitutes healthy and unhealthy conflict, including
- The importance of conflict in maintaining healthy relationships,
- Consider how to establish healthy boundaries prior to the conflict,
- Appreciate active listening , without inner mental ‘noise,’
- Understand how to process emotions, and de-escalate situations and the emotions of others,
- Appreciate the relationship ‘repair’ following a conflict.
In an era of rapid digital transformation and shifting global markets, the traditional "corporate ladder" in finance has evolved into a complex, multidimensional grid. To reach the top, technical prowess is no longer enough; success now requires strategic mobility and the ability to perform under the weight of constant uncertainty.
Join a distinguished panel of industry veterans from Investment Banking, Corporate Finance, and Wealth Management for a candid exploration of what it takes to thrive in the modern financial landscape. This session goes beyond standard career advice to examine the grit and tactical decision-making required to navigate regulatory shifts, market volatility, and the "quiet" phases of career progression.
Our panelists will provide insight to their most pivotal career moments—sharing how they managed risk, turned setbacks into leverage, and redefined their leadership style to meet the demands of a high-stakes environment.
Key Insights:
- Strategic Maneuvering: How to identify "stealth" mobility opportunities and transition effectively between finance verticals.
- Performance Under Pressure: Proven frameworks for maintaining elite output during market downturns and heightened volatility.
- Navigating the Plateau: Actionable lessons on overcoming career stagnation and leveraging regulatory changes as catalysts for growth.
- The Leadership Quotient: Moving beyond technical excellence to understand the emotional intelligence and visionary perspective required for senior executive roles.