Location Online - Virtual

Event Details

Use the power of a target operating model to shift from short-term fixes to long-term cost savings, growth and resiliency

Many months into the economic challenges brought by the COVID-19 pandemic, financial services companies are looking beyond the steps they’ve already taken to cut costs and preserve cash. It’s now time to take a longer lens look at the future and develop a target operating model that gives your organization the vision and direction to move from where you are right now to where you want to be in 2021 and beyond.

Point B Financial Services experts Mike Lee and Ed Dellheim will walk webinar attendees through the ways in which a target operating model can be a powerful blueprint for quick wins – like rapid cost reduction opportunities – as well as the flexibility to change over time. 

Join our webinar and learn:

  • How to take a clear-eyed look at the current state of your organization
  • Ways to free up your future-state thinking
  • How to build towards the future with purpose
  • Why putting your people at the center of change is critical
  • How to create the resiliency to flex in the future

Who should register:

This webinar is designed for Financial Service leaders interested in learning how target operating models can help their organization move from short-term fixes to long-term sustainability.

This will be an interactive conversation, so your questions and insights are welcome.

About the speakers:

Mike Lee is Practice Director for Point B’s Charlotte, NC office and leads the firm’s Financial Services organization. He is a published author with nearly three decades of experience in leading business transformation and has managed cost efficiency programs, product development, shared services and over 50 successful merger integration engagements. 

Ed Dellheim is a Principal in Point B’s Financial Services organization and is a published author. He has expertise in financial services across front, middle and back office functions of retail, mortgage, commercial, wealth management and capital markets. He leads strategy, organizational design & transformation, change management, M&A integration, and enterprise application development engagements.