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Resources for Financial Services

 

Learning resources

•  Read the Frequently asked questions section.

•  Learn basic work levels (requisite organization) concepts by taking six hours of e-learning.  This requires a one-year subscription to the web-site or is included in your registration for the conference.

•  Read the GO book chapter - at the end - about how CEOs can learn - please get title and find article and link to it.

•  Scan and read the books, videos etc below as they suit your interst.

•  Attend our next world conference in New York City, July 31 to August 5th, 2014, Designing the Smarter Organization.  There is a 2.5 day clinic, an all day workshop, and other presentations and concurrent workshops of special interest to non-profit executives and board members.

 

Books

        The Entrepreneurial Journey: A handbook for building your business     
        
by: Norm Trainor
        Founder & CEO, The Convenant Group

This book is written for entrepreneurs, those remarkable individuals who turn their dreams into a business reality. While the book is designed for entrepreneurs in every sector and industry, the majority of the case studies and examples are drawn from The Covenant Group's work with financial advisors.

 

Case Studies

Jos Wintermans, Story of a new CEO's RO application at Canadian Tire Acceptance Ltd.

Paul Tremlett, Redesigning a major bank's information technology function

April Taggart, BMO: Organizational Design

 

Articles

Jos Wintermans, Story of a new CEO's RO application at Canadian Tire Acceptance Ltd. 

Brian Dive, Why do banks continue to waste talent?

 

Videos & Interviews

Executive Panel: Jos Wintermans, Former CEO Canadian Tire Acceptance
Video presentation
Toronto, 2005


A Sane-Making Approach to Financial Services
Norm Trainor, CEO & President of The Covenant Group
Toronto, June 2007

 

Long-term and Short-term visions in the financial world
Allen Sykes, Former Managing Director, Consolidated Gold Fields
UK, June 2005
 



Reconciliation of the values and practices in the financial world
Allen Sykes, Former Managing Director, Consolidated Gold Fields
UK, June 2005