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Emerging from the worst financial and industry crises of the generation, the financial services industry is adopting the practices and methods of sound project management disciplines at a very aggressive pace--and has realized this as the new normal in both "change the bank" (CTB) and increasingly in "run the bank" (RTB) initiatives. Given the stakes involved and the numerous crises confronted and experienced--including managing risks and meeting regulatory requirements and deadlines--leaders, managers, and frontline associates are accepting the increasing importance of project management disciplines. Focus on building your own playbook for effectively understanding, practicing, and maximizing project management techniques in the financial services industry. Review presentations, templates, tools, and case examples interactively. Topics include a basic knowledge of several segments of the financial services industry and project management from a "practitioner's view." The course provides an overview of the roles and responsibilities of individuals involved in financial service projects with an emphasis on managing stakeholder relationships and expectations while delivering maximum business value.