Discover. Develop. Dream. 

TRAININGS & EVENTS

Join us at our upcoming conferences, workshops, and training events.

January 28, 2021

Strategic Virtual Roundtable 

Virtual  (organizations with 100-500 employees)

We are hosting strategic roundtables of like-minded professionals to share ideas, find solutions, and expand your network. The sessions will be based on your employee size with a maximum of 10 participants per breakout room. 

Does your organization have between 100-500 employees? Join us on January 28th! 

February 11, 2021

Strategic Virtual Roundtable

Virtual  (organizations with 500-1,000 employees)

We are hosting strategic roundtables of like-minded professionals to share ideas, find solutions, and expand your network. The sessions will be based on your employee size with a maximum of 10 participants per breakout room. 

Does your organization have between 500-1,000 employees? Join us on February 11th! 

February 24, 2021

Stakeholder Management Workshop

Building a business that operates in the best interests of its employees, customers and communities is more important (and complex!) than ever.

Join us as we partner with Aspirational Business expert, Dora Lutz, to discuss specific action steps your organization can take to bring your vision to life, proactively take care of all stakeholders, and build profit.

 

This interactive workshop, focused specifically on your retirement and benefits programs, is designed to help you:


• Connect your efforts to your organization's purpose
• Demonstrate the value of your retirement and benefit efforts
• Deepen engagement with your employee base
• Utilize your benefits and retirement packages as a way to communicate your brand to internal and external audiences

March 2, 2021

Strategic Virtual Roundtable  

Virtual  (organizations with >1,000 employees)

We are hosting strategic roundtables of like-minded professionals to share ideas, find solutions, and expand your network. The sessions will be based on your employee size with a maximum of 10 participants per breakout room. 

Does your organization have 1,000 or more employees? Join us on March 2nd!

Spring 2021

The 3rd Annual 4.01k Race for Financial Fitness

Carmel, IN

The 4.01k Race is focused on improving both the health and wealth of our community. All proceeds from this 2.5-mile run/walk will support financial education for kids K-12  through Junior Achievement of Central Indiana's financial literacy programs. In our first 2 years, we had over 450 racers and raised over $70,000 for financial wellness. We hope to make 2021 an even bigger success! Contact Ashley for information on sponsorships and team registration options. 

ProCourse Fiduciary Advisors

1180 Medical Court, Suite A

Carmel, Indiana 46032

866.824.8040

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