Strategic Innovation Workshop
Leading Outcome-driven Change and Growth in Financial Services
- Length
- Full or half day
- Best for
- Financial Services Executives
- Built around
- Your outcomes
- In every session
- PowerPlays™
The workshop
How do you lead innovation that actually sticks and truly matters?
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.
Outcomes
What your team walks out with.
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Define what innovation really means in financial services, and how to embed it in your strategy and client relationships
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Connect innovation efforts to the strategic outcomes that matter most—and stop wasting effort on the rest
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Build an operating rhythm that allows experimentation without sacrificing compliance or client trust
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Lead cultural shifts that support sustainable, cross-functional innovation within your firm or practice
More workshops
Find the right fit for your team.
Plan a workshop
Bring this workshop to your team.
Tell us what success looks like. We’ll confirm Bill’s availability and shape the session around your answer.