Future of Financial Services Workshop

How does the future of money affect your industry?

And if your industry is financial services, to what extent will changes in the nature of money affect your work and your clients?

What are the issues? Crypto currency is obvious, but what about the changing nature of money and the increasing virtual-ness of value exchange? Does the changing approach to ownership have an affect on financial planning?

Are people more or less likely to save, invest and insure in the future?

How do we cater for the unbanked people in society? Do millennials need an advisor or just an app?

How do we insure risks that are unprecedented in a rapidly evolving innovative world?

These questions and issues will be explored during the 3 days. By the end of the mastermind you will have a clearer idea of what issues to explore, a set of scenarios to guide your business and a framework for continuing the conversation with your stakeholders or peers.

Apply futures thinking to ensure your organisation will survive

Why? you ask

Because people in the property industry with these skills can:

- Imagine multiple potential futures for your city, industry and company

- Anticipate changes in demographics, urbanisation, legislation, climate that will impact your stock

- Take actions to create a future that is preferable to your property goals

- Prepare yourself and your business for the future

- Challenge inherited assumptions that may cause poor decisions to be made

- Protect capital and cash flow with strategic foresight

- Explore new business models to will survive and thrive into any future

What is the scope?

To get a broad perspective of the scope of what can affect the financial industry and the future of money, we will include the following areas of conversation in this mastermind:

- virtual money, mobile payments and rewards

- blockchain and crypto-currencies

- fintech and the introduction of new disruptions

- the role of technology and artificial intelligence in money and finance

-robotics, artificial intelligence, deep learning, automation

- values in terms of ownership, the sharing economy and trust

- future of work, reward and income

- international, cross border and borderless money

- personal money and corporate finance

- educational elements catering to this field

- ethics, policy, legal and cybersecurity

- innovation and new opportunities

Who should attend?

It is tempting to keep conversations of this nature to upper management or decision makers, but the recommendation is to include people from different levels and departments, with different backgrounds and experience. A strategic foresight approach to the future means that you cannot approach it with a narrow focus. The more facets you apply to your exploration, the better will be your results.

The conversation will be of particular value to people in the following industries or positions:

- Financial Services

- Banking

- Accounting

- Human Resources and specialist Talent Recruiters

What do you learn?

- We will cover a set of futures tools including:

- Trends - spotting, defining, mega trends, counter trends

- A model called Causal Layered Analysis that shows us the deepest underlying causes of what is visible

- How to picture and model the future - what is could and should look like

- Scenarios - various versions of potential futures including our responses to them. The scenarios are incredibly valuable for taking strategic foresight and beginning to make real strategic plans

A fuller explanation of these elements, including the fuller Agenda (below) can be seen on this page.

Next Public Date

Randburg, 31 July - 2 August

Motivation to Attend

If you need to convince your manager or a decision maker about the value of you attending this mastermind, please request a motivation letter here.


R14,500 per company delegate

Early bird discount of 10% for payment 3 weeks before the workshop commences (before 9 July)

R75,000 in house for your teams


See an introduction

  • Leonie Vorster SAMRA
    It is such a pleasure when a speaker adds significant value to a conference programme, and Charlotte certainly did that! Charlotte was a guest speaker and workshop facilitator at our annual conference, and delegates thoroughly enjoyed both her talk and the workshop. Her delivery was engaging, and the content stimulated delegate interest, made them think and challenged their current way of thinking. Charlotte's talk was most relevant to the conference theme, and it was clear that she invested a lot of time and energy to come well-prepared. Thank you, Charlotte!
    Leonie Vorster
    SA Market Research Association, CEO
  • Sharon Bolel
    Charlotte Kemp presented a keynote address at the 17th annual seminar of the SA Association of the Flavour & Fragrance industry on 14th March 2019. The feed back has been phenomenally good! Her presentation was incisive, entertaining and contained important content for our industry. Her delivery was professional and engaging and the audience was kept enthralled for over an hour! For anyone seeking an outstanding speaker at an event - for motivational and industry-specific content - Charlotte is a great choice. Thank you Charlotte for getting our industry thinking and moving enthusiastically into a "future-mindset"!
    Sharon Bolel
    Executive Director SAAFFI
  • Bavani Periasamy
    Malaysian Association of Professional Speakers was thrilled to have Charlotte speak in our monthly event on future of the speaking industry. I really admire Charlotte for making the content relevant to the audience and using the context of Asia and Malaysia in specific when giving examples. She did research to ensure that the audience will be connected to her message. A good session for us speakers to be mindful of what we need to do and not to overlook diversity and inclusion in our preparation.
    Bavani Periasamy
    President, Malaysian Association of Professional Speakers (MAPS) Malaysia
  • Kym Jackson
    Charlotte Kemp was our Breakfast Talk speaker in Cape Town. She is an accomplished speaker, facilitated the session well and fitted a lot of useful information into the 2 hours. Our clients have provided us with positive feedback and as a result, we are immediately working with Charlotte to bring her "Futures" work to our clients in a full-day workshop.
    Kym Jackson
    Symphonia Leadership
  • Chris De Klerk
    Charlotte was a keynote and opening speaker at our www.digitalconference.co.za. She's a natural, professional keynote speaker and futurist. She spoke on Digital Marketing Trends and the talk was highly informative. We had good feedback from our delegates who loved her content. Thank you Charlotte, look forward to work with you in future.
    Chris De Klerk
    Cadek Conferences
  • Sven Smit
    "Stand Out" is the phrase that comes to mind when I think about Charlotte. I had the pleasure of meeting Charlotte for the first time when she came to present and speak at a client breakfast, during which she captivated and engaged with the audience. Above all, I was impressed with Charlottes’s ability to take a difficult concept and present in such a way that everyone understood and was engaged with the topic. And, of course, her ability to command a room. Charlotte would be a true asset and comes with my heartfelt recommendation.
    Sven Smit
    Specialised Exhibitions
  • Grant Vernon Innovation Trainer
    Thanks so much for a thought provoking and thoroughly enjoyable guest speaker keynote at our event this morning. The feedback was overwhelmingly positive and added huge value!
    Grant Vernon
    Informa KNect, UK
  • Lyn Brandon-Podd
    Your book has been such an inspiration. (I AM NOT AFRAID OF THE 'F' WORD)

    After reading your account, I am so pleased that I asked all the right questions when negotiating with three franchise groups in the last 4 years (quick service restaurants, internet/postage cafe/ coaching business).

    All of them did not leave me with a satisfactory reason to part with money and I always wondered if I was being too diligent and careful with my research. Now I don't need to wonder anymore as the lessons you learnt have been a great encouragement to see that I have chosen the right path! I guess I learnt the lesson when my late husband bought a franchise operation and it failed miserably within 18 months as well.

    Thank you for writing this book so that we can learn, grow and share experiences with others.
    Lyn Brandon-Podd Render
    Retail Business Analyst
  • Claudia Coetzer recommends Charlotte Kemp
    Your training created a methodology-revolution in my head! I feel empowered and excited to embrace the benefits of social media for business. Charlotte is talented, funny, intuitive and succinct - loved every minute.
  • Charlotte is the only travel guide to the future that you will need. Her ideas and techniques will help navigate your company from here today into the future without having to leave your boardroom. We have worked with Charlotte on a number of occasions and will again: her open, caring, humble approach to facilitation gives one a sense of control over the process, yet guided with care and precision through the content. Brilliant.
    Bruce Wade
    EM Solutions

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