Finance Professionals - Career Mobility Podcast Guests
The consensus is in: Career mobility is shaped by embracing opportunities (maybe even more so if you are scared), the relationships you build along the way, having courage to support your viewpoint, but being open to change, and - no surprise to a room full of finance professionals - the optionality that comes from building your own financial security.
Sprinkled on top, as an audience member prompted with a pointed question, our panel admitted that, sometimes, it’s also about good timing and just a little luck.
These were the themes that stood out at the AFP YYC Career Mobility 2026 panel discussion that I had the opportunity to moderate. Thank you to our panelists Gloria Hartl, MBA, CRMP, ICD.D, Jon Wrathall, Sarah O'Connor, Travis Patzer, AFP YYC, our sponsors, and the engaged audience for a wonderful evening.
A few other nuggets that we took away from the evening:
- Success is leaving a place better than how you found it.
- Never stop learning about yourself.
- Do something that scares you every day (but make sure you can sleep at night with your decisions).
- Enjoy the moment. (It doesn't come back.)
Gloria Hartl, MBA, CRMP, ICD.Deven turned the tables on me when she asked what career advice would I give to my children. I admit, I was wholly unprepared to respond to one of my own questions!
After some reflection this weekend, and nudged by a question from the wise Rebecca Regnier on success and balance, my answer today is this: Build a full life with intention, one that includes a career, be sure to fill it with everyone and everything you love, have courage and leave a little room for luck.
As I write this, I’m reminded of the wise words that a former colleague wrote upon his retirement that I meant to share with the panel. It was something to the effect of - work hard, meet your (quarterly and annual) deadlines, but don’t miss your children’s basketball games or piano recitals. IYKYK.
But sometimes, in the rush of a deal or deadline or emergency, that’s easier said than done! Even our wise panelists said that there were times when they had to make tough choices about where they spent their time but that ultimately they were present for the important ones with their family.
Speaking of building a full life, if you enjoyed this discussion and would like to hear more like it, I’m launching a podcast with stories of intentional work, life and being. I’m exploring the work that goes into those moments before the next one takes shape. If you’d like to be a part of it, I'd love to hear from you - send me a message.
#AFP YYC #associationforfinanceprofessionalscalgarychapter #careermobility #podcast #intentional #legermainhotel Zane Bahari-Robart Zoya Younis Farrah Talakshi (Panjwani), CTP, MBA Lukas Chiodo Jon Sweezey, CTP Jeffrey Stoy, CTP