CGK President Jason Dorsey had the honor of keynoting FINRA’s Annual Conference in Washington, D.C. recently, an event made even more meaningful to him as his first “real” job was interning in financial services at age 18!
Jason was very grateful to be invited to keynote FINRA’s big annual event for senior leaders representing every aspect of financial services, from the biggest financial services companies to government leaders, regulators, compliance experts, and fintech pioneers!
FINRA is a critically important regulatory organization that ensures everything is running fairly, smoothly, ethically, and legally when it comes to financial services and investing and its linchpin role in the financial system. They help protect everyone ranging from individual investors to professional stakeholders at every level. In short, you can’t overstate how important FINRA is to families, individuals, businesses, and the overall integrity of the financial investment system.
FINRA’s national meeting had over 1,500 senior leaders attending in person and 1,000 more joining virtually—and the energy was palpable! Jason was thrilled to share CGK’s new behavioral discoveries about each generation of investor, how to drive more inclusion across generations, research-based strategies for quickly building connection and trust, and why the industry is so important to every generation.
Jason is deeply grateful to the FINRA team and their inspiring vision to deliver world-class events, experiences, resources, and learning. We know he will always remember this event, the awesome audience response, and the great Q&A in the hallways afterward!
