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| Wednesday, March 23, 2011 |
| Registration |
1:00 p.m. – 6:30 p.m. |
Negotiating for Success
Speaker: Mark Toombs, The Training Edge, Inc. |
1:30 p.m. – 4:30 p.m. |
Sounds simple, right? Okay, maybe not. In truth, today’s dynamic and less than stable business world, negotiating can be complex. Whatever the negotiating situation - a big agreement with a new client, or seeking better terms from vendors - there are tangible strategies and in- the- moment adjustments that can be used to achieve more consistent success in negotiating. This session will utilize a mix of group discussion, skill practice and case simulation to allow you to explore your negotiating mindset and strengthen your negotiating skills.
Program Learning Objectives:
- Learn the value of proper planning before, during, and after the negotiation
- Improve relationships inside and outside of your organization
- Create real value in your negotiations
- Adjust your negotiation style for different situations
- Avoid being shortchanged in negotiations
- Conduct negotiations with greater confidence and patience
- Sharpen communication, framing, and influencing skills
- Understand the role that power plays in negotiating
- Separate the people from the issue at hand
- Understand varying perceptions and interpretations of equity and fairness
- Deal with the difficult negotiating behaviors of others
- Establish a collaborative and positive tone to diffuse and manage emotion and tension
- Understand the critical value of building trust with negotiating partners
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| Coffee Break |
2:45 p.m. - 3:15 p.m. |
Opening Reception co-hosted by CFA Florida Chapter
Sponsored by RedRidge Finance Group |
6:00 p.m. – 7:30 p.m. |
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| Thursday, March 24, 2011 |
| Registration |
7:30 a.m. - 1:00 p.m. |
| Breakfast |
8:00 a.m. - 9:00 a.m. |
Strategies for Engaging and Motivating Employees
Speaker: Mark Toombs, The Training Edge, Inc. |
9:15 a.m. - 12:15 p.m.
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Are your employees truly engaged in their work? Do you provide an environment that allows them to utilize their skills, experience, and passion every day? Are they challenged to stretch their abilities? Do they consistently make significant contributions and positive impacts on the success of your organization? Do they feel connected to your organization? If you haven’t thought about these questions recently, now is the time to do so. The organizations that will not merely survive, but actually thrive, will be the ones that not only understand the importance of these questions, but actively seek out the answers to them. Please join us for an engaging session that will help you do both!
Program Learning Objectives:
- Understanding factors that motivate and de-motivate
- What does an engaged employee look like?
- Exploring the impact of significant change on employee motivation
- Minimizing the impact on remaining employees after a staff reduction
- Organizational culture assessment: from “toxic” to “utopia”
- 12 Questions that Matter: keys to employee engagement
- Learning to stay connected to employees and why it matters
- The role of teamwork in motivating employees
- How leaders affect motivation and engagement
- How to hold employees accountable for their level of motivation and engagement
- 26 keys to employee engagement
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| Coffee Break |
10:30 a.m. - 11:00 a.m. |
| Lunch |
12:15 p.m. |
| Education Foundation Committee Meeting* |
1:00 p.m. - 2:15 p.m. |
| Coffee Break |
2:15 p.m. - 2:30 p.m. |
| Executive Committee Meeting/Board of Directors Meeting* |
2:30 p.m. - 4:30 p.m. |
| Committee Meetings* |
4:30 p.m. - 5:30 p.m. |
Advocacy Committee Meeting*
Education Committee Meeting* |
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| Networking Reception |
6:00 p.m. - 7:30 p.m. |
| Dinner |
7:30 p.m. |
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| Friday, March 25, 2011 |
| Registration |
8:00 a.m. - 11:00 a.m. |
| Breakfast |
8:30 a.m. - 9:30 a.m. |
Leadership, Accountability & Winning
The Relentless Search for Better Ways
Speaker: Jim Bearden, CSP - Leadership Speaker, Sales Trainer, Personal Accountability Leader & Strategic Planner |
9:45 a.m. - 12:45 p.m.
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| Dynamic organizational leadership is always important. It is most important—and most difficult—when the external factors impacting organizational success are changing.
During these times of change, e.g., economic uncertainty, regulatory mania and media “feeding frenzies”, many financial institutions are just hoping to survive. Others are looking for ways to win. A key difference between these two organizational approaches to adversity is the quality of their leadership.
As a former Marine rifle company commander, Jim Bearden understands the impact adversity can have on morale and performance. In the ultimate military “classroom”, combat, Jim learned first-hand how leadership behavior either compounds or mitigates that impact.
In this powerful presentation, and with his post-event follow-up process, Jim will provide senior leaders with specific guidelines for:
- Modeling accountability as a compelling alternative to victimhood
- Creating change-friendly cultures, ones that reinforce & support behavior essential to organizational success
- Facilitating continuous process improvement, The Relentless Search for Better Ways
This session will give you specific suggestions for translating leadership theories into leadership behavior. |
| Coffee Break |
11:00 a.m. - 11:30 a.m. |
| Lunch |
1:00 p.m. |
Golf Outing (additional fee)
The Champion Course
The Squire Course |
Tee times after 1:00 p.m.
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*Invite only
Conference Activity Policy
If you would like to hold an event during the Conference, please keep in mind
that these events cannot conflict with any scheduled Conference activity.
Please contact CFA at (212) 792-9390 in advance of making any arrangements. |
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