Home > One-Hour On-Demand Videos > Beyond Fiduciary: Enacting Leadership, Stewardship, and Governance in this VUCA World

Beyond Fiduciary: Enacting Leadership, Stewardship, and Governance in this VUCA World

Format: On-Demand Recording
Track: Practice Management
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits

Dr. Hannah will discuss ways to lead effectively, steward, and govern. He will draw examples from his numerous military operations and combat experiences while highlighting the importance of these factors during the present times of VUCA.
Read the full description below.


REGISTRATION & FEES (USD)
$60
 



This product is eligible to be claimed with a Signature benefits package

This product is eligible to be claimed with an Elite benefits package

CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
EXPIRATION

One year from the date purchased

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Beyond Fiduciary: Enacting Leadership, Stewardship, and Governance in this VUCA World


The industry is facing unprecedented volatility, uncertainty, complexity, and ambiguity (VUCA). During this time, the industry’s debates over the need for fiduciary regulations have centered on determining what minimum standards one must meet to be considered a fiduciary versus driving an inspiring conversation about what one should aspire to be to guide your team and clients through this time of VUCA. Saying you are a “fiduciary” will no longer set you apart or provide competitive advantage when everyone claims to be one. Dr. Hannah (Colonel, US Army Retired) and his colleagues have created the theory and framework of Behavioral Governance© to chart the way forward for those who truly want to be exemplars and establish credibility, trust, and build influence with those they serve. Behavioral Governance© integrates leadership, stewardship, and governance into a guiding framework and is based on Dr. Hannah’s groundbreaking academic research in Neuro-Leadership that has identified key neurological and psychological capacities that impact leaders’ effectiveness. In this keynote, Dr. Hannah will discuss ways to effectively lead, steward, and govern, and while drawing from examples from his numerous military operations and combat experiences, highlight the importance of these factors during the present times of VUCA.

Note: This recording is alternatively available as part of the bundled package Wealth Advisor Forum On-Demand.


Featured Speaker


Marc Milstein

Sean Hannah, Ph.D.
Wake Forest University School of Business


Professor Hannah holds an endowed chair in management at Wake Forest University School of Business. He is a retired US Army Colonel with vast practical experience leading complex organizations and developing leaders. He previously was the Director of Leadership and Management Programs at West Point – The United States Military Academy, and as the Director of the US Army’s center for the profession and character-based leader development.

Dr. Hannah holds a PhD in Management from the University of Nebraska-Lincoln. He sits on the editorial boards of numerous top academic journals such as the Journal of Applied Psychology, and has published a breadth of papers in the world’s premier management journals. As a practicing leader, he has served in command and staff positions in Infantry units in Europe, Cuba, Panama, Southwest Asia, and the United States. He served in combat with the lead unit of 3d Armored Division during Desert Storm, where his unit was awarded the Valorous Unit Award and he the Bronze Star. He has served from the lowest tactical levels to the highest strategic levels, having worked for two Chiefs of Staff of the Army and an Assistant Secretary; an engaged and effective educator and trainer, he synthesizes his research and practical leadership experience to engage students and leaders and enhance their learning. Beyond university teaching he has conducted over 300 executive education programs with major corporations and other U.S. and international organizations on leadership, leader development and character development.