Replay – The UHNW Institute Masterclass: The Art of Facilitation
On Thursday, March 16, The UHNW Institute held its inaugural Masterclass: The Art of Facilitation, where experts discussed facilitation and the importance of creating effective conditions for it. Facilitation falls on a spectrum from one-on-ones, to small groups, to multi-generational families. If you were unable to attend, the below video replay covers many of the topics discussed, including the need to put one’s subject matter expert hat aside and switch to a facilitator hat, with a different group of skills, to become a better facilitator.
This UHNW Institute Masterclass also highlighted:
- The why and when of facilitation
- Creating conditions for effective facilitation
- The differences in facilitation tactics to use across various types of engagements
- Some ways to incorporate games and more fun activities into facilitation to improve engagement
- The need to put one’s expert hat aside and switch to a facilitator hat to ensure open discussion
- Common mistakes in facilitation
- How to better support clients to improve engagement
- How we are addicted to being right, which prevents being a good facilitator
- How listening is underutilized in facilitation
We’d like to thank the following facilitators for contributing their expertise:
Stacey Allred, Senior Managing Director of First Republic Investment Management
Natalie McVeigh, Managing Director at EisnerAmper
Dr. Moira Somers, Founder of Money, Mind & Meaning
The video from this Masterclass is available for UHNW Institute members in the member portal here. Stay tuned for our next Masterclass in June!
If you are interested in learning more about membership, please contact us.
To further enhance our programming and member experience at The Institute, we welcome all feedback and have started to distribute surveys to attendees. In this light, we would like to share some survey results following the launch of The UHNW Institute Masterclass Series. Participants reported:
- 90% of attendees rated the session overall as excellent
- 100% of attendees say the instructors provided high-quality teaching
“I rarely give top marks to these types of webinars. Topic expert leaders, good frameworks, tools and content to reference, breakout experience/participation, flexibility to adjust on the fly (modeling good facilitation).” – member of The UHNW Institute