How organizations have used Cam's presentations to create meaningful, lasting change. Detailed PDFs available for download.
"Looking at feedback, Cam's content definitely resonated with people and provided practical knowledge to bring back to their firms. Cam took it to another level."
— Chris Wright, Director of Education and Events
About the Client
Investments and Wealth Institute (IWI) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers. Certifications include CIMA®, CPWA®, and RMA®.
Business Need
IWI's Annual Conference Experience (ACE) averages 1,400–1,600 attendees and provides 20 Continuing Education credits. When considering speakers, IWI looks for professionals offering academic knowledge as well as applicable skills advisors can take back to their firms.
Insight and Impact
Impressed with Cam's expertise on generational trends, IWI invited him to keynote and lead a breakout at their 2019 conference. Cam wrote an article for their publication, delivered an engaging general session on "Leading Multi-Generational Teams," and conducted a deep-dive Q&A breakout. Of the 8 breakout sessions offered, Cam's was the highest attended. The Q&A was so robust there were two microphone runners and the session ended only because they ran out of time. Survey results rated Cam's sessions in the top 5% of all presenters. IWI staff are now implementing a staff retention model Cam provided as an example in his presentation.
"Focusing squarely on generational issues and bringing in Cam was a departure from the norm, but it paid off. The audience was truly engaged."
— Marta Monetti, Senior Vice President
"Cam gave insights into how we can take this message back to our managers and employees successfully."
— Steven McCarty, VP of Talent Development
"Everyone had something specific they could start doing the very next day to improve their communication across generations."
— Heather Ettinger, Managing Partner
"We have found that Generational Insights has been an incredibly valuable tool in helping us understand how to create a more cohesive and productive workforce."
— Lee Rivas, General Manager
Additional case studies available: First Horizon, Geneva Group International (GGI), Infirmary Health, Ingram Industries, Lagasse Sweet, Manulife Financial, Marine Leadership Alliance, Northern Trust, Oldcastle, Rust-Oleum, and Western Veterinary Conference.
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