Practical analysis for investment professionals

Heather Packard

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19 Posts


Heather Packard is the director of product development at CFA Institute and serves as the subject matter expert in leadership, management, and communication skills (LMCS). Previously, she was the managing partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. Packard also served as the coordinator of collections for the Science and Engineering Libraries at the University of Virginia. She holds an BA in English and Spanish Literature from the University of Tennessee, Knoxville, and an MA in Spanish Literature from the University of Virginia. Topical Expertise: Leadership, Management, and Communication Skills

Author's Posts
Leadership Roundup: Walmart and Sarkozy under Pressure

Unless you’ve been living under a rock, you’ve probably heard about the alleged Wal-Mart bribery scandal that revolves around the Foreign Corrupt Practices Act (FCPA).

Take 15: Best Practices in Managing Outliers in the Investment Industry

The nature of the investment industry attracts creative, unconventional contrarians, but these very characteristics that influence extraordinary success on an individual level can cause managerial challenges. In this interview based on the white paper "The Red X: Managing Outliers in the Investment Firm" by Focus Consulting Group Inc., Keith Robinson provides practical advice on how to identify outliers within your firm, discusses the impacts they can have on a firm’s culture, and offers best practices and strategies in managing outliers.

Leadership Roundup: Leaders and Leadership in the News

Leadership-related news in March seemed to disprove the old adage “in like a lion, out like a lamb.” It was definitely an interesting month.

Resources to Support Your “Soft” Skills Development

Solid technical skills are obviously a prerequisite in terms of getting a job interview and even progressing from one role to the next throughout your career, but “soft” skills are becoming an increasingly important criteria for determining which candidate actually lands the job and what advancement opportunities will be available.

Leadership Roundup: Identifying Innovators and Promoting Innovation

Looking for a potpourri of content to help you strengthen your leadership, management, and communication skills? Look no further than this month’s roundup to gain insights on managing others, managing yourself, and tips on innovation and sustainability.

Listen Up: Emotional Intelligence is Critical for Success

Do soft skills really matter as much as technical skills in terms of career success? Our career services representative, Julia VanDeren, has frequent interactions with recruiting and training and development managers, and she has heard a lot of consistency in terms of their top priority for employee development. Somewhat surprisingly, it’s listening.

Leadership, Management, and Communication Skills Roundup

If you’re like me, you might have approached 2012 with some great aspirations and maybe even made some resolutions. But before getting too far along on that fresh start, maybe it's time for a new perspective. A number of recent studies show that management practices that many view as conventional wisdom — and even some cutting-edge approaches — might actually discourage creativity in the workplace.

Take 15: Why Is Leadership Critical to Your (and Your Firm’s) Success?

James Ware, CFA, discusses the importance of leadership skills in the investment industry in light of the recent global financial crisis, how firm culture contributes to (or detracts from) success, and critical skills investment professionals need in today’s climate.

Lessons in Leadership: The Case for Servant Leadership in Finance

The financial crisis has its roots not only in bets on risky assets but also in corporate culture. At a basic cultural level, the global credit crisis demonstrates that we have lost have our way and created a toxicity… READ MORE ›

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