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Strategic Planning in Action: A Fireside Chat with Voya Financial

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Strategic Planning in Action: A Fireside Chat with Voya Financial

Strategic Planning in Action: A Fireside Chat with Voya Financial
What does successful portfolio management transformation actually look like? Voya Financial, a recognized leader in the investment management space, embarked on a strategic planning journey to modernize its portfolio management practices.

Through a top-down approach and focused execution, Voya redefined how they plan, prioritize, and deliver enterprise-wide initiatives to:
  • Improve forecast accuracy
  • Optimize resource utilization and operational efficiency
  • Accelerate resource allocation processes
This fireside chat will explore the critical success factors behind Voya’s transformation, including effective change management, process improvements, and the essential role of executive sponsorship.

Gain practical insights into how a top-down approach helped Voya drive better decision-making, deliver measurable outcomes, and achieve lasting organizational impact.
What does successful portfolio management transformation actually look like? Voya Financial, a recognized leader in the investment management space, embarked on a strategic planning journey to modernize its portfolio management practices.

Through a top-down approach and focused execution, Voya redefined how they plan, prioritize, and deliver enterprise-wide initiatives to:
  • Improve forecast accuracy
  • Optimize resource utilization and operational efficiency
  • Accelerate resource allocation processes
This fireside chat will explore the critical success factors behind Voya’s transformation, including effective change management, process improvements, and the essential role of executive sponsorship.

Gain practical insights into how a top-down approach helped Voya drive better decision-making, deliver measurable outcomes, and achieve lasting organizational impact.
  • Date

    Wednesday, August 6th

  • Time

    10am CT | 4pm GMT | 5pm CEST

  • Location

    Online

  • Duration

    45 min plus live Q&A

Reserve Your Spot

Meet The Speakers

  • Joe Liu

    Director, Professional Services, Planview


  • Natalie Sadosky

    VP, Global Delivery & Project Management, Voya Financial


  • Neil Roy

    Director, ePMO, Voya Financial


  • Stephen Winner

    Director, Portfolio Financial Management, Voya Financial