Leveraging the Power of Tacit Knowledge in the Financial Services Industry

Join Urban Financial Services Coalition (UFSC) for a special session entitled “Leveraging the Power of Tacit Knowledge in the Financial Services Industry” on Wednesday, February 16, 2022, 6:30 pm to 8:00 pm, Eastern Standard Time.  The featured speaker is Cliff Mahto, MBA, Ed.D, Vice President, Business Support Consultant Wells Fargo.  

In 2020 many states have entered their nadir years of workforce growth, this coupled with higher then forecasted baby boomer retirements and a declining number of new immigrants entering the workforce has created a shortage of the nuanced knowledge required in our industry.  This seminar provides an overview of: the declining American workforce, how knowledge is created, the barriers to knowledge transfer, and recommendations of a study involving operations professionals from five firms and two consultants.

About the Speaker:

Cliff Mahto, MBA, Ed.D
Vice President
Business Support Consultant
Wells Fargo

Cliff Mahto entered the financial services industry twenty-one years ago while doing research of a Master’s degree in organizational leadership, the topic of his thesis was foreign currency risk management in multi-national corporations.  He has managed operations teams in retail brokerage, human resources and institutional onboarding.  Cliff joined the UFSC in 2003, and held the positions of Central Region Representative and Central Region Vice President, also during this timeframe Cliff was an invited speaker at conferences across the country on the topic of the war for talent in the financial services industry. 

He is recognized in the industry as a solutions-driven leader with the ability to partner in the design and implementation of knowledge management, knowledge transference and training strategies for all enterprise level business units, programs and projects, while directing department operations and organizational development efforts.

Cliff is adept in building and managing teams, multimillion-dollar departmental budgets, the development and launch of operations processes/procedures, and the promotion of knowledge sharing through the organization’s operational business processes and systems to ensure compliance and conformance at all levels.  

He has a strong reputation for being a top performer experienced in improving integration among information systems in the organization to facilitate the seamless exchange of information across systems.

Date:         Wednesday, February 16, 2022

Time:         6:30 pm – 8:00 pm, Eastern Standard Time.

Register:   https://UFSCTacitKnowledge.eventbrite.com

Platform:   Zoom

To learn more about Urban Financial Services Coalition, visit www.ufscnet.org

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