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.