10 Folgen

Conference calls, benefits conversations, roundtable discussions, and webinars from Westminster Consulting.

Westminster Consulting Westminster Consulting

    • Wirtschaft

Conference calls, benefits conversations, roundtable discussions, and webinars from Westminster Consulting.

    Webinar: Communication using Virtual Media: Maintaining Connection

    Webinar: Communication using Virtual Media: Maintaining Connection

    This webinar will focus on techniques for maintaining team connectivity via virtual media. It will focus on on-screen presence, preparedness, tips, and techniques to engage a virtual audience and general presentation skills knowledge. 



    Grab some lunch and join us on Wednesday the 24th.

    • 29 Min.
    Communicating using Virtual Media: Maintaining Connection

    Communicating using Virtual Media: Maintaining Connection

    This webinar will focus on techniques for maintaining team connectivity via virtual media. It will focus on on-screen presence, preparedness, tips, and techniques to engage a virtual audience and general presentation skills knowledge. 



    Grab some lunch and join us on Wednesday the 24th.

    • 29 Min.
    Diversity in Financial Services

    Diversity in Financial Services

    For the last couple of years, Westminster Consulting has focused our financial wellbeing and literacy efforts on the underserved.  The individuals that may not have access to the financial services community are coming to work stressed over their finances and it is a problem for companies.  This financial stress is exacerbated in communities of color.  This was a problem in 2019.  We have yet to see how much worse it has gotten in 2020.  On this webinar, we will not only be speaking about culture change at some of the New York area's most established financial services firms, but we will talk about what allyship means in changing the conversation to serve the people who really need financial help in our workplaces.

    • 56 Min.
    Mentoring and Coaching: Key Personal and Organizational Development Tools

    Mentoring and Coaching: Key Personal and Organizational Development Tools

    Organizations are continually refining their value statements to attract and retain the right talent to support growth within an increasingly competitive marketplace.  

    Human Resources professionals are constantly exploring tools to keep their talent engaged and productive while preparing the next generation of organizational leadership. Two tools that are often underutilized are mentoring and coaching.  Both mentors and coaches are valuable resources and important components of skill development sought out by employees throughout the organization. When properly utilized, mentoring and coaching programs address engagement, development, retention, and organizational culture.  

    • 35 Min.
    Webinar: Pension Solutions Within Today's Landscape

    Webinar: Pension Solutions Within Today's Landscape

    A discussion on pension solutions in today’s market environment  with Vijendra Nambiar and Sean Patton 

    In this session, we will cover the key issues concerning defined benefit plan sponsors and the investment solutions available to them:


    Understanding the benefits of a Liability Driven Investment (LDI) approach
    Designing liability-hedging solutions
    Prudently managing the asset allocation process to reduce funding ratio risk

    Join us for a discussion on Tuesday, October 13th when we will address these and other topics specifically around defined benefit pension plans.

    Our panel of experts will include:

    Moderator  -  Sean Patton, Partner – Westminster Consulting
    Larry Peters, CPA, Enrolled Actuary  -  Westminster Consulting
    Vijendra "Viju" Nambiar, Executive Vice President  -   PIMCO
    Monica Elvira, Vice President   -   PIMCO

    • 37 Min.
    Attention Defined Benefit Sponsors. What Now? What's Next?

    Attention Defined Benefit Sponsors. What Now? What's Next?

    2020 has seen a flood of negative events:  


    Lower interest rates 
    Declining asset values / increasing asset values 
    Increased PBGC premiums 
    Lower assumed rate of return 
    COVID-19 Business Impact
    Cash flow concerns 
    Funding & expense volatility 
    Decreasing funded status
    Layoffs, furloughs, and partial plan terminations.  

     CFOs and management are asking  “What do we do with our Pension Plan?” “How do we develop a plan to respond?” “What are others doing?”   Join us for a discussion on Tuesday, July 21st when we will address these and other topics specifically around traditional defined benefit pension plans.   Our panel of experts will include:  Larry Peters, CPA, Enrolled Actuary  -  Westminster Consulting  Mike Clark, Senior Consulting Actuary   -   Principal Financial Group  Scott Ruba, Director – Defined Benefit   -   Principal Financial Group  Moderator  -  Sean Patton, Partner – Westminster Consulting

    • 30 Min.

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