Skip to main content

Change Management: Nothing Stays the Same 

Back to Course Schedule
Date(s): Dec 08, 2021 - Dec 09, 2021
Time: 8:00AM - 12:00PM
Registration Fee: $199.00
Cancellation Date: Dec 01, 2021
Location: Online

Course Description

Change is a constant in many of our lives. As the great David Lee Roth and Van Halen sang “Change; nothing stays the same.  Change, well we will hit the ground running!”  That is what we all are looking for.  All around us, technologies, processes, people, ideas, and methods often change, affecting the way we perform daily tasks and live our lives. Even more critical in this current environment, having a smooth transition when change occurs is important in any situation.

The Change Management workshop will give any leader tools to implement changes more smoothly and to have those changes better accepted. This workshop will also give all participants an understanding of how change is implemented and some tools for managing their reactions to change.

Potential CPE Credits: 8.0

Instruction Type: Live
Experience Level: ALL
Category: Behavioral Sciences

Course Objectives

Upon completion of this course, participants will be able to:

  • Understand the steps necessary for preparing a change strategy and building support for the change.

  • Describe the WIFM – the individual motivators for change

  • Use needed components to develop a change management and communications plans, and to list implementation strategies.

  • Employ strategies for gathering data, addressing concerns and issues, evaluating options and adapting a change direction.

  • Utilize methods for leading change project status meetings, celebrating a successful change implementation, and sharing the results and benefits.

  • Describe the four states of Appreciative Inquiry, its purposes, and sample uses in case studies.

  • Use strategies for aligning people with a change, appealing to emotions and facts.

  • Describe the importance of resiliency and flexibility in the context of change.


No Prerequisites Required.


Tali Ploetz

Tali Ploetz is an industry recognized expert in Governance, Risk, Internal Audit, Fraud and Compliance.  Her personal mission is to provide practical training and advice designed to strengthen team member skillsets and improve corporate internal control environments to ultimately prevent issues / internal control breakdowns.


GoldSRD clients will benefit from her executive perspective, which provides a strong foundation geared specifically toward moving risk, compliance and internal audit team members to the next level.


         Experienced financial services executive leader

         Director for multiple for and non-profit Boards of Directors

         Experienced negotiator with federal examiners

         Recognized IIA All-Star Conference speaker

         Keynote speaker / master of ceremonies (emcee)


Ms. Ploetz has more than 27 years of financial services industry experience.  Most notably as:

         Chief Compliance Officer for Think Finance

         SVP Enterprise Risk Management at Santander Consumer USA

         VP of Operations Audit, General Motors Financial Company

         VP of Internal Audit for Bank One, NA


Ms. Ploetz maintains multiple certifications: Certified Public Accountant, Certified Internal Auditor, Certified Fraud Examiner, and Certified Regulatory Compliance Manager and Certified Treasury Professional. She’s a graduate from University of Texas at Arlington with dual degrees in Accounting and Marketing.

Additional Information

TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

To see answers to our Frequently Asked Questions, visit

Back to Course Schedule