June Group Update
Thank you to everyone who joined us via Teams yesterday for our quarterly group update meeting. We really value your feedback on these events and would therefore appreciate if you could take a few moments to complete our post event questionnaire here.
The presentation was split across our 4 T’s of Trade, Transactions, Technology and Talent, with a range of speakers firmwide. We are looking forward to involving more people in these as we go forward.
This session covered a brief update on last quarter’s performance as well as a spotlight on what’s going on around our Talent pillar; People & Culture.
Trade:
- A financial overview update
- A service showcase: Corporate Finance and client case study
- A service showcase: Digital Solutions team, Emma Cohen introduction
Transactions:
- A warm welcome to our new joiners Dyer & Co, who joined in May
- Introduction with Donna Benton, Dyer & Co
- An update on our integration plans
- An update on our new STR office and subsequent office refurbs in CHE & COL
Technology:
- An update on key projects, including:
- MS Teams implementation (completed in April)
- New intranet platform (in 2 phases)
- IT transition project
- Project Prism in BETA testing
- Security/Cyber reminder
- A spotlight on our new onboarding solution SummaTech
Talent:
- Introducing Vanessa Emens – welcome Vanessa!
- Launch of our Values R.I.A.L.T.O (Respect, Integrity, Aspire, Learn, Teamwork, Ownership)
- What’s coming next, including:
- Cezanne – our new people tool
- DEI/Committees Champions now in place
- Hiring – referral scheme
- Welcome – new members of the team
- Congratulations – to all those who passed their exams, gained qualifications, achieved a promotion or contributed to charity this past quarter.
To access a copy of the slides, please click here Firmwide Group Update June 24
Please note these are confidential and should not be shared outside the company.