Finance/AFS Program Advisory meeting(Carlas Room) by Carla Van Horne https://padlet.com/carlav3/moqcs5zlcy3sdk2c March 19 2021 en-us 2021-03-19 14:21:42 UTC 2024-03-31 14:03:48 UTC hello@padlet.com Scott, RBC - started in October so training, client introductions, partner intros, team intros... all completed via Webex. Time management has changed, more efficient in many ways https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330214957  ]]> 2021-03-19 15:21:52 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330214957 Logan, AIMCO- Work from home was an easy transistion but the company is finding it hard to decide how to do WFH on a long term basis. https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330220461 2021-03-19 15:23:01 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330220461 https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330222997 Tammy, RBC]]> 2021-03-19 15:23:33 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330222997 Flexible work arrangements https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330223492 2021-03-19 15:23:40 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330223492 Logan, AIMCo. Similar skills to pre-covid. Presentation skills (Both speaking and preparing slides). Writing skills. Technical skills (In excel, as well more advanced technical skills such as python, SQL coding, PowerBI, etc.) https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330226192 2021-03-19 15:24:13 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330226192 https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330228816 Increased focus on digital banking
Hybrid working environment]]> 2021-03-19 15:24:45 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330228816 Scott, RBC. Knowing when and how to break. I have had friends completing outdoor walking meetings, taking calls outdoors and making time for breaks and exercise. https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330233173 2021-03-19 15:25:38 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330233173 Ability to network virtually https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330234786 2021-03-19 15:25:58 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330234786 Logan, AIMCo. More automation, less manual tasks. A mindset shift towards higher value add, long term thinking and less about execution of daily tasks. https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330238348 2021-03-19 15:26:43 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330238348 Archana, Servus Credit Union https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330238414 We have noticed our members have have found other ways to do their banking through our digital resources which has in turn dropped the traffic in our retail branches. Employees are still very committed to helping our members. We had provided incentive pay for our front line employees.]]> 2021-03-19 15:26:43 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330238414 Archana, Servus Credit Union https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330241012 Empathy is very important today and and moving forward.]]> 2021-03-19 15:27:15 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330241012 Scott, RBC 1) Video becoming second nature to service clients. 2) More contact and targeted contact 3) Technology companies becoming financial service companies 4) Reduced Branch Space, more mobile advisors https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330246835 2021-03-19 15:28:25 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330246835 Archana, Servus Credit Union https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330250141 Branch structure changes are happening even today as banking is changing. We are using bots for certain functions which is displacing some of our employees but we are committed to find a place for them within Servus. 
We also have introduced mobile Financial Advisors - financial advisors can now go to the customers.
]]> 2021-03-19 15:29:07 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330250141 Tammy, RBC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330257948 Employees need more support and connection, both through mental health supports, ERGs, mentors, etc.]]> 2021-03-19 15:30:42 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330257948 Mel, BioAlberta https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330259937 Investors have been less active in terms of equity financing.  Businesses have suffered decrease in volume re: sales revenue. As recovery increases, there will be an increase emphasis in properly valuations companies  also pent up demand for financing and pent up demand for investing will need to merge.  Skill sets are required to properly value companies and assess more accurately the future potential and returns for companies.   This calls for updated models of forecasting, additional skills for financial analysis, etc.mel]]> 2021-03-19 15:31:06 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330259937 Archana, Servus Credit Union https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330281893 We are also introducing work from days once we get back to the office. We will have 60 days a year to work from home.]]> 2021-03-19 15:35:37 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330281893 Mel, BioAlberta https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330284903 Changes in workplace and financial industry - it may be more difficult to place students in co-op and related programs given remote working and reduced staff complements.  Perhaps NAIT could develop partnerships with me.y industry organizations to mitigate this.   I have some ideas if you are interested.  Too much to write in this chat room.  Provincial and federal industry priorities are changing.  For example industry priority areof focus have been alluded to.  There is an opportunity for NAIT to prepare to support these priorit industries through the finance  programs]]> 2021-03-19 15:36:15 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1330284903 Rob Cole, CIBC briannek https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1331376701 big banks and inflexible IT along with dated “compliance” policies have really struggled to efficiently adapt.   The world of Fintech could be a real challenge to the old ways of doing things and the big organizations may struggle with the pivot, in my humble opinion.]]> 2021-03-19 20:09:39 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1331376701 Tammy, RBC briannek https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1331387621 We have had the hybrid role for about 5 years now. Need the ability and agility to move from what was a 100% branch/client base to taking them virtually. ]]> 2021-03-19 20:13:58 UTC https://padlet.com/carlav3/moqcs5zlcy3sdk2c/wish/1331387621