Prepare and Roadmap: Enterprise Agility for Financial Services Organizations

March 18, 2021   |   11:00 AM PST  |  2:00 PM EST 

Have you decided to explore Agility for your organization and don’t know where to start? Have you started with a grass-roots effort and are looking to scale those early successes?

As the value of Agility within an Enterprise becomes more prevalent, organizations are looking for help to get started or to formalize and scale up often disparate practices that have developed at the team level and get leadership aligned as well.

Organizations in the financial services space often times have some unique challenges that are present in their industry based on external regulations, internal compliance processes to ensure compliance to those standards, as well as cultural challenges that often create impediments to agility.

This webinar will explore ways to align everyone to a common set of goals for an Agility journey as well as establish a roadmap for how to get there. We will discuss our key offering in this area, a Prepare and Roadmap workshop, that can be used as a starting point. This workshop has the following outcomes as its goals:

• A common executive view of Agility as a required business strategy
• A transformation vision serving as the fundamental communication mechanism for aspirational, impactful change
• Top-line alignment to desired, measurable outcomes
• An action team responsible for organizing and enabling transformative change and
• A roadmap to launch the transformation.

We will show sample output from the workshop from a Financial Services organization to ensure its most relevant to that industry.

Intended Audience: Managers/Executives responsible for the Agility journey within a division or the Enterprise. Leaders responsible for setting the vision and guiding the organization in the journey.

Speakers

Ken France VP, Scaled Agility Practice @Cprime Ken France is an executive enterprise coach cultivating transformational organizations, a recognized and highly-rated trainer, and one of the first US minted SPCT. Ken France has worked with SAFe since its inception, contributing actively to the framework, including SAFe LSE/4.0. With 25+ years' experience in Information Technology, Ken has successfully supported multiple Fortune 100 enterprises tackling large and complex scaled agile transformations across numerous verticals, including Finance, Retail, Healthcare, Insurance, and Government.

Dan Weikart Executive Coach @Cprime Dan Weikart is a value-oriented leader with over 20 years experience delivering business results focused on highly complex enterprise solutions. He is a certified SAFe Program Consultant Trainer (SPCT) who coaches Enterprise-level Lean Agile transformations. Dan is a dynamic corporate founder, board of directors member and people-first team builder.

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