Diversity in Financial Services

Webinar: Communication using Virtual Media: Maintaining Connection

This webinar will focus on techniques for maintaining team connectivity via virtual media. It will focus on on-screen presence, preparedness, tips, and techniques to engage a virtual audience and general presentation skills knowledge. Grab some lunch and join us on Wednesday the 24th.

Communicating using Virtual Media: Maintaining Connection

This webinar will focus on techniques for maintaining team connectivity via virtual media. It will focus on on-screen presence, preparedness, tips, and techniques to engage a virtual audience and general presentation skills knowledge. Grab some lunch and join us on Wednesday the 24th.

Diversity in Financial Services

For the last couple of years, Westminster Consulting has focused our financial wellbeing and literacy efforts on the underserved.  The individuals that may not have access to the financial services community are coming to work stressed over their finances and it is a problem for companies.  This financial stress is exacerbated in communities of color.  This was a problem in 2019.  We have yet to see how much worse it has gotten in 2020.  On this webinar, we will not only be speaking about culture change at some of the New York area's most established financial services firms, but we will talk about what allyship means in changing the conversation to serve the people who really need financial help in our workplaces.

Mentoring and Coaching: Key Personal and Organizational Development Tools

Organizations are continually refining their value statements to attract and retain the right talent to support growth within an increasingly competitive marketplace. Human Resources professionals are constantly exploring tools to keep their talent engaged and productive while preparing the next generation of organizational leadership. Two tools that are often underutilized are mentoring and coaching.  Both mentors and coaches are valuable resources and important components of skill development sought out by employees throughout the organization. When properly utilized, mentoring and coaching programs address engagement, development, retention, and organizational culture.

Webinar: Pension Solutions Within Today's Landscape

A discussion on pension solutions in today’s market environment  with Vijendra Nambiar and Sean Patton In this session, we will cover the key issues concerning defined benefit plan sponsors and the investment solutions available to them: 1. Understanding the benefits of a Liability Driven Investment (LDI) approach 2. Designing liability-hedging solutions 3. Prudently managing the asset allocation process to reduce funding ratio risk Join us for a discussion on Tuesday, October 13th when we will address these and other topics specifically around defined benefit pension plans. Our panel of experts will include: Moderator  -  Sean Patton, Partner – Westminster Consulting Larry Peters, CPA, Enrolled Actuary  -  Westminster Consulting Vijendra "Viju" Nambiar, Executive Vice President  -   PIMCO Monica Elvira, Vice President   -   PIMCO