Learning Center

CCL Boost™ for New Leaders: An Impact Session

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Includes a Live Event on 09/14/2022 at 10:00 AM (MDT)

New leaders face challenges they are encountering for the first time in their financial planning career. They are expected to confidently inspire, motivate, and lead a team toward realizing business goals necessary for their firm’s success. They have established their value through outstanding individual performance, but now they need to develop the leadership mindset, skillset and toolset to become the leader the organization needs in current and future roles.

Why Boost? It starts with a new mindset. 

Join CCL and FPA to discuss Boost™ For New Leaders, a self-paced online leadership program that equips new leaders with the leadership skills, confidence, and support they need make a successful transition to a leadership or management role.

Samir Mehta

Global Director, Digital Portfolio and Practice Hub


Samir serves as the Global Director for the Digital Portfolio and Practice Hub at CCL.

He and his team are dedicated to ensuring that CCL’s digital and blended learning solutions are designed and delivered seamlessly for CCL’s clients worldwide. Samir facilitates live online programs and serves as a leadership coach. He is a master trainer for CCL’s Lead4Success and Better Conversations Everyday programs.

His work on digital learning strategy has been published in Chief Learning Officer magazine, Training Magazine, IEDP and ATD.

Educational Background

Samir received his Bachelor of Engineering degree from the University of Pune in India. He has an MBA from the Indian School of Business. Samir is certified in CCL’s 360 Assessments, the MBTI personality assessment, the Workplace Big 5 assessment and CCL’s design methodology 4MAT. He is also trained as a virtual facilitator and designer of virtual learning experiences.

Dawn Farabee

eLearning Development Specialist


Dawn is an accomplished and successful designer and producer of corporate informational and instructional media, courses, templates, and tools. She has 10+ years expertise with professional digital technologies for production and post-production of video, audio, graphics, and online delivery. Dawn currently work for the Center of Creative Leadership as a eLearning Development Specialist. She  has a degree in English Media Studies and Theatre Arts from High Point University.



CCL Boost™ for New Leaders: An Impact Session
09/14/2022 at 10:00 AM (MDT)   |  60 minutes
09/14/2022 at 10:00 AM (MDT)   |  60 minutes
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