CE Transformation – New Resources

The CE Council has created numerous resources to help firms navigate recent CE changes and create effective Firm Element training programs.

Transformation Resources

• CE Transformation Playbook
• Stakeholder Considerations
• Review of CE Findings Through Examination Program

Firm Element Resources

• CE Council Guide to Firm Element CE Programs
• Firm Element Needs Analysis Guide
  • Needs Analysis – Word Template
  • Needs Analysis – Excel Template
• Firm Element Needs Analysis Quarterly Highlights