How Financial Services Firms Chart a Course Amid Uncertainty in 2021 - Argyle Executive Forum Events How Financial Services Firms Chart a Course Amid Uncertainty in 2021 - Argyle Executive Forum Events


No mountain climber would attempt to scale the peaks and descend to the valleys of this year’s financial markets. But financial services firms have managed to do so through their ability to adapt whether the economic terrain is solid or rocky.

Yet many financial services firms rely on outdated technology that limits their perspectives about their future direction. A spreadsheet, with its fixed rows and columns, is an insufficient tool for charting plans whose underlying drivers and sources of data are always subject to change.

During this webinar, we will discuss how finance leaders can provide financial services firms with the resources and capabilities they need to understand the evolving economic landscape before them and discover new heights they can achieve. By attending this webinar, you will learn:

  • What obstacles, both organizational and technological, have traditionally prevented financial services firms from looking beyond previous milestones when mapping out plans for the future,
  • What characteristics financial services firms require to employ an active rather than a static approach to planning, and
  • How finance leaders establish a compelling case for continuous planning, especially in a volatile economic environment.
Register for this Webinar


Attend this webinar and earn FREE Continuing Professional Education (CPE) Credit

Field of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Webinar Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

To be eligible to earn one CPE credit, you must answer at least three polling questions while attending the program for a minimum of 50 minutes.

CFO Publishing is registered with the National Association of State Boards of Accounting (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: