Cutter Wealth Webcast
Apr 22 Wed · 2020 10:00am - 11:00am EDT
Where:

Virtual

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Event Summary

From Reaction to Proaction: How wealth managers can start to develop long term strategies for dealing with a prolonged crisis.

The Cutter Wealth Digital Roundtable is a closed-door virtual forum for members to share their experiences and speak frankly about the challenges you are facing during these uncertain times.

Themes for the first roundtable discussion include:

  • Using the crisis as a stress test for the digital ecosystem: key learnings for a long term digital strategy.
  • Digital communication: What’s worked, what hasn’t, and what will be carried forward?
  • How will wealth managers’ business be fundamentally changed in the long term?

Speakers

Cutter

Onawa Promise Lacewell, PhD

Senior Research Analyst and Wealth Lead

Gina McCafferty

Principal – Head of Research

Cindy Sealey, CFA

Principal – Practice Lead, Client Facing

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.