2018 Executive Thought Leadership Event Summary

View the presentations and key takeaways from this successful and inspirational event.

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Thank you for a successful event

We hope you left feeling inspired, ready to see disruption as an opportunity, and most importantly, with a stronger sense of Disruption is Happening Nowcommunity. We thoroughly enjoyed having you join us in New York. The event materials are now available. Below you'll find the speaker and site visit presentations, key takeaways and session illustrations. 

We look forward to doing it again next year!

"I really liked that SEI personnel was just another attendee. It helped us build stronger relationships."


"Thought-proving." "Relevant." "Dynamic." "Speakers were definitely a highlight."
  • Welcome Address by Joe Ujobai, Executive Vice President, Head of SEI Private Banking

  • Architect of a New World of Work by Marcus Buckingham, Founder of the Strengths Revolution; Co-Head, ADP Research Institute

  • Leading Ahead of Disruption by Geoff Colvin, Senior Editor-At-Large, FORTUNE

  • Customer Experience is the New Marketing by Jon Picoult, Founder, Watermark Consulting

Immersion: Site visits

"I liked taking advantage of NYC location – great idea to get out and see other companies." "Pushed the notion of 'what could be.'"

What did we learn: Key takeaways

"Fantastic. Great way to create actionable next steps. We are leaving with better ideas.”
  1. Emphasis on face-to-face interaction, human connection, teamwork and communication at the richest level.
  2. Focus on trust and loyalty – make it effortless and make people feel special.
  3. Own a problem and follow through.
  4. It’s not only about technology – map out the client experience.

Session Illustrations

Download PDF

Welcome Address, Joe Ujobai, SEI
Welcome Address
Architect of a New World of Work, Marcus Buckingham
Marcus Buckingham
Leading Ahead of Disruption, Geoff Colvin
Geoff Colvin
Microsoft Technology Center Visit: Digital Transformation
Microsoft Technology Center
Welcome Back, Day Two
Welcome Day 2
Customer Experience is the New Marketing, Jon Picoult
Jon Picoult
Disruptive Technologies
Disruptive Technologies
Debrief: Turning Experiences Into Action
Debrief: Turning experiences into action