Planning season 2027 › Roundtable
At most eight chairs, three topics, no slides.
A roundtable for executives in banks and financial services providers. Over half a day in Vienna, we work on two to three challenges in strategy, sales and organisation that many institutions are currently facing, and everyone takes away tools for their own 2027 planning.
The objective
A look beyond your own four walls
At conferences, one person speaks and a hundred listen. In internal meetings, hardly anyone says what they really think as long as their own superior is sitting at the table. In between, something is missing: a small group, other institutions, plain speaking.
The roundtable closes this gap. You see how other institutions approach the same questions, test your own planning against their experience and make contacts that last beyond the afternoon.
Insight
What institutions are facing
Which challenges banks have on the table for 2027, seen through the eyes of peers, not studies.
Solutions
How to tackle them
What worked, what did not, and how to tell early on which of the two paths you are on.
Network
Whom you can call afterwards
Eight executives from eight institutions. Once you have spoken openly with each other, it is easier to pick up the phone later.
The topics
Three fields, two to three challenges
Each round takes up two to three specific challenges from these three fields. I agree with the participants in advance which ones they will be, so that the table discusses what is pressing right now.
Field 1
Strategy
How the 2027 plan becomes a plan that takes hold in day-to-day business: priorities, capacity and decision paths.
Field 2
Sales
How branches, advisory and digital channels deliver results together instead of taking customers away from one another.
Field 3
Organisational structure and processes
Who decides what, where interfaces cause friction, and why new structures often get stuck on old processes.
The format
How the half day is structured
Beforehand
Agreeing the topics
Each participant briefly tells me the question that concerns them most at the moment. From these, I choose the two to three challenges for the day.
Opening
Arriving and setting the scene
A short round of introductions and input from my own practice: what institutions are facing for 2027 and where, in my experience, things tend to get stuck.
Main part
Two to three challenges
Each challenge worked through on an anonymised case: the situation, the solutions from the group, and which of them would hold up in your own institution.
Close
Toolkit and wrap-up
Everyone notes what they are taking away for their own planning phase. Afterwards there is time for conversation on the side, often the most valuable part.
What you take away
Additions to your own toolkit
Nobody leaves without a concrete idea for their own institution. After the round, everyone receives a short summary of results with the solutions and tools discussed, without attributing statements to individuals.
The group
At most eight participants
Executives from banks and financial services providers in Austria, Germany and Switzerland. No more than one person from each institution.
The duration
Half a day
Four hours in Vienna. Enough time for keywords to turn into conversations, and short enough for a full diary.
The fee
€580
per participant · incl. catering
The participation fee is a fixed price, net plus VAT, and covers facilitation, summary notes, venue and catering. A round takes place with four or more participants; if it does not take place, everyone receives their fee back in full. I confirm the date and venue to each participant personally as soon as the group is complete. The roundtable is held in German. Prices for businesses. Fixed price for engagements commissioned by 31 January 2027; prices as of October 2026. Errors and omissions excepted; subject to change. Only the written proposal is binding. All fees, credits and terms at a glance →
Three levels
Among peers or deliberately mixed
There are rounds for heads of department, heads of division and board members, either among peers at the same level or mixed. The mixed round is often the more productive one: a board member hears from a head of department at another institution, without any gloss, what change looks like from below. To keep it open, nobody sits at the table with their own superiors or staff.
Straight talk
What this afternoon is not
Not a sales event
There is no presentation about my services and no follow-up campaign. Anyone who wants to talk to me afterwards gets in touch. Anyone who does not, that is equally fine.
No podium
Nobody gives a speech. I facilitate, bring short input from my own practice and keep time. The participants carry the rest.
No recording
The Chatham House Rule applies: the content may leave the room, names and institutions may not. No photos, no participant list shared externally.
The other paths through the fourth quarter:
A seat at the table
Write to me briefly: who you are, at which level you work, which question you are bringing and whether you would rather sit among peers at your own level or in a mixed group. I will get back to you within two working days.