Cambridge Leadership Associates

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Leadership Workshops

Surviving and Thriving: The Financial Services Industry “Reset”


Since 2008, the financial industry has been hit with unprecedented changes – of their markets, of the competitive pressures – and most challenging – regulatory transformation. The resulting obstacles and opportunities will be most successfully mitigated and leveraged by organizations who develop new ways of doing business, building on the foundation and essence of the institutions’ best parts.

Surviving and Thriving: The Financial Services Industry ‘Reset’ is an intensive two-day session designed to provide managers and executives with the tools to thrive in this ever-changing financial services environment. Adaptation requires the development of observation and reflection skills, the capacity to generate multiple interpretations and the ability to plan deliberate interventions. You will gain and apply these skills to a critical business challenge and leave equipped to work more strategically across your organization in order to make immediate impact.

CLA is committed to making the framework and skills of Adaptive Leadership available to anyone advocating for or leading change during these challenging times in financial services. Through a combination of case studies, discussions, small group work and guided reflection, you will learn the strategies and skills of Adaptive Leadership, such as how to:

  • Effectively diagnose the dynamics within the financial system and your organization
  • Understand and interpret your own default behaviors and the way you participate in conversations and relationships
  • Effectively manage deep value conflicts within your organization and its people
  • Apply a proven leadership framework to a current leadership challenge your team is facing to move beyond gridlock and enable your team to make progress
  • Strengthen your ability to face internal resistance while implementing major changes
  • Build deep networks of support with peers in the financial arena in order to open dialogue and push collaboration and innovation forward
  • Manage your personal vulnerabilities, care for yourself and sustain your spirit

Is Leading Adaptive Change in Healthcare Right for You?

Surviving and Thriving: the Financial Services Industry “Reset” participants represent a wide variety of entities (including traditional and non-traditional financial institutions, regulatory agencies and consumer advocacy organizations) and a range of functional areas and management experiences. They include:

  • Individuals who feel thwarted in the attempt to lead their organization through change
  • Teams wrestling with implementing or accelerating change initiatives
  • Leadership development professionals who want to know how to bring the strategies and skills of Adaptive Leadership to their communities
  • People who seek to enhance their own capacities for exercising leadership

Click Here to Register

2014 Program Dates:
October 1-2, 2014

CLA Headquarters, New York City
259 West 30th Street, 16th Floor
New York, NY 10001

Faculty (NYC):
Jeffrey Lawrence

Recommended Hotels:
Courtyard New York Manhattan: 135 West 30th Street New York, NY 10001.  Phone: 1-212-967-6000.
Hilton Garden Inn Chelsea: 121 West 28th Street New York, NY 10001.  Phone: 1-212-564-2181.
Please contact Chelsea, .(JavaScript must be enabled to view this email address), for room block details.  Reduced rates are available for the November workshop.

Event Cost (per participant):
$3000 (corporate); $2000 (non-profit and public sector)
*Rates include all materials, as well as breakfast and lunch on both days. Payment in full is required prior to attendance and is non-refundable.

Payment Methods:
Upon receipt of your registration, an invoice will be sent to your attention, payable by check or credit card.  To pay by credit card, please call Jacqueline Cordero at 212-228-5130.

Cancellation policy: CLA recommends all participants make refundable transportation arrangements: CLA reserves the right to cancel programs based on business needs and is not responsible for expenses incurred by participants. Participant Cancellations must be in writing and are eligible for program fee refunds as follows:
Prior to 60 days = a full refund of program fees or credit towards a future CLA program
Prior to 30 days = 50% refund of program fees or credit towards a future CLA program
Prior to 15 days = program fees will be credited towards a future CLA program

LaGuardia Airport (LGA) is approximately 9 miles from hotels or approximately 45 mins to an hour by taxi
JFK International (JFK) is approximately 17 miles from hotels or approximately 45 mins to an hour by taxi
Newark (EWR) is approximately 17 miles from hotels or 45 mins to an hour by taxi

For additional information, please contact
Zoë Heygate-Browne
Email - .(JavaScript must be enabled to view this email address)
Phone - 1-212-228-5130

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