Strategic Innovation Workshop
Leading Outcome-driven Change and Growth in Financial Services
Length: Full or Half Day
Audience: Executives (C-Suite, VP, Director)
In today’s environment, disciplined innovation is a leadership imperative. But in financial services, where regulation, tradition, and client trust often compete with the need for change, the real question is: How do you lead innovation that actually sticks and truly matters?
In this session, Bill Fournet shares how financial leaders and planners can develop and implement strategic plans to drive innovation, strengthen the client experience, and engage teams in meaningful ways. You’ll learn how to define success through measurable outcomes, align strategy with daily operations, and simplify where complexity is holding you back. Drawing from decades of experience with organizations facing disruption, Bill will show how to embed innovation into everyday operations so your practice or firm anticipates change instead of reacting to it.
Whether you’re navigating evolving regulations, shifting client expectations, or refining your growth strategy, this session will equip you to lead with more clarity, alignment, and foresight.
You’ll Learn How To:
- Define what innovation really means in financial services, and how to embed it in your strategy and client relationships
- Connect innovation efforts to the strategic outcomes that matter most—and stop wasting effort on the rest
- Build an operating rhythm that allows experimentation without sacrificing compliance or client trust
- Lead cultural shifts that support sustainable, cross-functional innovation within your firm or practice
To learn more about partnering with Bill, please complete our contact form.
For a high-level introduction to these concepts, check out Bill’s keynote, Lead for Tomorrow. It provides a strategic perspective of the evolving workplace, while equipping you with actions that you can apply today to lead for a better tomorrow.
