A four month transformative learning program for leaders in finance – October 2022-January 2023

A growing number of Wall Street executives are wrestling with a host of pressing environmental and social issues, including declining employee morale and engagement – which can affect operational efficiencies, their ability to make sound business decisions, as well as their capacity to address a rapidly growing need to fulfill Environment, Social and Governance (ESG) criteria.

We invite you to join a diverse group of financial leaders to explore these issues together. The Garrison Institute’s Compassionate Leadership in Finance (CLIF) program will help you think deeply about these issues, engage in contemplative-based practices, and develop practical approaches to problem solving and decision-making by strengthening your capacity for compassionate leadership. Creating a compassionate corporate culture enhances employee purpose and ESG impact, making it possible for the financial sector to become a force for good.

The program is a hybrid program, consisting of four online sessions and a 2 night/3 day retreat at the Garrison Institute in Garrison, New York, an hour north of New York City. The program will include readings, structured conversations, meditation, and instruction in compassionate leadership — all designed to activate the wisdom and compassion that resides in all of us. The size and format of this program will allow for building a close-knit community where thoughts, ideas, and business challenges can be discussed in a trusted, confidential setting.

Webinar 1: Exploring our own passion for Compassion

Webinar 2: Exploring the practice of Compassionate Leadership

In-Person Retreat at the Garrison Institute

The retreat consists of a two night in-person retreat at Garrison Institute, where people can meet in a contemplative setting, while receiving guidance in meditation, movement, dialogue and community building. The retreat will allow for silent time as well as time in nature. The theme of compassionate leadership will be explored through the following:

  • Meditation – Self 
  • Ethics & Compassion 
  • Wisdom & Interdependence

These themes are interrelated and will be addressed accordingly. On day 1 we will start by focusing on you as an individual on your own journey, your value system and practices. On day 2 we will expand to your role as leader of your team and organization, and on day 3 we will explore our collective role as leaders in finance and within society as a whole.

“CLIF is a program designed to help you better understand how compassion can be used as leaders in our organization, communities and personal lives. You’ll learn very useful models and frameworks and meet like-minded professionals. It was a great pleasure to attend.”

SUSANA MENDOZA, MANAGING DIRECTOR PRIVATE CAPITAL MARKETS – ECM TD SECURITIES

Webinar 3: Compassionate Leadership in Organizations

Webinar 4: Going into the World and Integration

In between the webinars, we will conduct small group practice sessions in order to optimize learning, as well as application in our daily work.

CLIF dates:

All webinars and online work groups will take place from 12pm to 1:30pm Eastern Standard Time.

Kick off webinar 1: October 25, 2022 Exploring our own passion for compassion
Small work group (online): November 1, 2022
Webinar 2: November 15, 2022 Exploring the practice of compassionate leadership
Small work group (online): November 22, 2022
Retreat: December 2-4, 2022 In-Person at the Garrison Institute – specific arrival and departure times TBD.
Small work group (online): December 13, 2022
Webinar 3: January 3, 2023 Compassionate leadership in organizations
Small work group (online): January 10, 2023
Closing webinar 4: January 24, 2023 Going into the world and integration

Participants will:

  1. Have an active leadership role in a financial services company or affiliated industry (consulting, hedge fund management, legal, etc.) and a strong motivation to contribute to the world, through their impact as leaders in the financial industry 
  2. Bring some initial experience or at least deep curiosity about contemplative practice and compassion 
  3. Have the willingness and curiosity to bring their insight and experience into their organizations and society 

“No matter how long you have practiced mindfulness, CLIF is an

excellent program to learn and experience more among a community of

other financial services leaders committed to applying their learnings to

their business, lives, their families and their communities.”

Bill Haynes, Founder & CEO, Backbay Communications

Application

Registration is $3,100 which consists of room and board for the in-person retreat ($600) and program fee of $2,500. Register by October 1st, 2022 to receive a $250 discounted rate.

For more information, view the CLIF program brochure.

COVID REQUIREMENT: 

All retreat leaders, attending guests and staff need to be fully vaccinated for Covid-19* to attend this retreat. Proof of vaccination, a health questionnaire, and signed building waiver are required for registration. 

*a medical exemption with documentation from a doctor requires a negative Covid-19 test taken within 72 hours as well as a personal quarantine for 72 hours before arriving on site

Faculty

Sander Tideman, Executive Director, CLIF, Garrison Institute International
Annemieke van der Werff, Program Director CLIF North America, former CHRO MUFG
Dr. Matthias Birk, Adjunct Professor for Leadership at New York University