Breaking the Cube:
   Alternative
   Workspace
Alice Lindenauer
Director, Workforce Development Team, SEI
            Nathan Gasser
  Founder and President, Rock River Star
             Emily Morgan
President & Chief Visionary, Delegate Virtual
            Business Solutions
             David Walker
          Founder, Conjunctured
            Todd Sundsted
          NYC Manager, Shift 101
Alice Lindenauer

           Director
Work Force Development Team,
             SEI
Global Creative Economy Convergence Summit 2009


Breaking the Cube: Alternative Workspace

                 Alice Lindenauer, Workforce Development




                                             5 October, 2009
SEI – Our Business
SEI (NASDAQ: SEIC) is a leading global provider of asset management, investment processing, and
investment operations solutions for institutional and personal wealth management. We help private
banks, investment advisors, investment managers, institutional investors and affluent individuals create
and manage wealth.

SEI offers solutions for:

Private banks and trust institutions -- Comprehensive solutions for every facet of a wealth management
business, including investment management, investment processing, infrastructure operation and business
development.

Financial advisors -- Wealth management platforms for independent investment advisors, including end-
to-end solutions for practice management, investment management and investment processing.

Institutional investors -- Retirement and Manager-of-Manager investment programs for corporations,
healthcare organizations, multi-employers, municipalities, foundations, endowments, and other institutional
investors.

Investment managers -- Asset administration and investment operations outsourcing solutions for
managers of mutual funds, hedge funds, private equity funds, and separately managed account programs.

Individuals -- Life and wealth solutions for high-net-worth investors




                                                                                                           5
SEI – a Snapshot

Headquarters -            Oaks, PA (about 2300 people, 1900
                          employees,300 contractors, consultants,
                          and vendors)
Foreign Operations –      12 Countries, London, Dublin, Toronto,
                          largest offices
Assets Under Management -         $136 B
Assets Under Administration -     $360 B
Revenue, 2008 -                   $1.2 B

Visit us at -                     seic.com




                                                                6
40 Year Journey – Cultural Evolution
History of innovation

Conscious efforts to engage with clients, get to know their
businesses and create new paradigms in our markets

Mid 1990’s “Reinvention”
   – Business Model Shift
   – Cultural Shift
   – Workspace Support of Culture




                                                              7
SEI Workspace Philosophy
When a corporate culture aligns with strategy it is powerful force for
innovation…

astounding things happen when when you embed that culture into
your workspace…




                                                                         8
Supporting Culture Through Workspace
Cultural Elements:
• Flat organization, eliminate trappings of status
• Clear unobstructed communication
• Democracy
• Flexibility
• Creativity/innovation
• Transparency

Workspace:
• No walls, no secretaries, no “elite real estate”, no perks
• Variety of communication methods internal and external
• Conference rooms replaced by living rooms
• Elimination of titles
• Furniture on wheels
• Extensive modern art in workspace
• Global mobility and consistency



                        Yes… we have one foosball table and coffee houses




                                                                            9
HQ: Oaks, PA




               10
SEI Culture - Workspace




                          11
SEI Culture – The West Collection




                                    12
Thank You!
… and now onto your Panel.




                             13
Nathan Gasser

Founder and President
   Rock River Start
Emily Morgan

President and Chief Visionary
 Delegate Virtual Business
           Solutions
Virtual Professionals:
The New Workforce
         Presented by: Emily Morgan
 President and Founder, Delegate Virtual Business Solutions
               & Entrepreneur’s Entourage
 Founding Partner, Global Virtual Professionals Association




 www.delegatesolutions.com            www.globalvpa.org
What is a VP?
 Existing VP industries
 Current industry trends




      www.entrepreneursentourage.com
Aspiring VPs:
Start-up Benefits & Challenges
  How to make the transition
  A new office
  A new schedule
  Running a business




         www.entrepreneursentourage.com
Aspiring VPs:
Strategies for Success
 Taking your skills out of the office
 What to expect
 How to build a presence
 Thinking outside of the cube!
 Communication is key




       www.entrepreneursentourage.com
Working with VPs:
Best Practices

Where to find a great VP
◦ Global Virtual Professionals Assoc. (GVPA)
◦ Intl. Virtual Asssistants Assoc. (IVAA)
◦ Other professional organizations
What to look for
What to expect


          www.entrepreneursentourage.com
Relevant Technology
& Resources
 For a full list of resources, visit us online
 @ www.entrepreneursentourage.com
 Efficiency tools
 Communication tools




       www.entrepreneursentourage.com
David Walker

   Founder
 Conjunctured
Coworking is…
         by David H Walker
    Co‐Founder, Conjunctured
   Austin’s First Coworking Space
Practical: Low Individual Overhead




•Save money & time ‐‐‐ office infrastructure is already here for you.
•No risk – no contracts.
•A place to work. A “turn‐key office”
Learning & Collaboration,
    Instant feedback
Productive




Social Pressure (but in a good way)
Diversity




Multi‐use Conference Room:
302designs t‐shirts being folded and packed for retail store delivery!
Diversity
Social: community parties
Community Hub: Tech & Entrepreneur Meetups
Social: late night gaming parties
Social: Poker Night
Interested in coworking? 
             Your call to action:
Find a coworking space near you and go say hi!




                                  http://bit.ly/coworking‐map
Questions/Comments?
         David H Walker
         Connect with me:
      www.davidhwalker.com
     twitter.com/davidhwalker
     twitter.com/conjunctured 

     512.636.1887 (Personal)
   512.524.4296 (Conjunctured)

    david@conjunctured.com
      ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐
    Conjunctured : A Coworking Company
          http://conjunctured.com
Todd Sundsted

  NYC Manager
    Shift 101
Perceptions of Alternative
        Workspaces
with observations from the 2009 New
 York City coworking space fieldtrip




Todd Sundsted, Founder and Managing Director, Shift101, New York
todd@shift101.com
The “Bottom Line”




                    todd@shift101.com
Value creation through creative output
         ← the business goal




                               todd@shift101.com
Fieldtrip
Zachary Bennet, KZ Films
Gregory Wessner, The Architectural League of
New York
Antonina Simeti, DEGW
Laura Forlano, The New School
Rob Kelley, NYC Wireless
Sebastian Sooth, ZIA


                                   todd@shift101.com
todd@shift101.com
todd@shift101.com
todd@shift101.com
todd@shift101.com
todd@shift101.com
Work is Changing


Focus         Collaboration



Learning      Socializing




                              Gensler, 2008

                            todd@shift101.com
Breakout Now!




 Sean Savage (AKA DisrupSean) / Flickr


                                         todd@shift101.com
Question &
 Answer
Please complete the survey being
  distributed by the volunteers.
 Surveys may be returned to the
 volunteers or at the Registration
       Desk in Ballroom A.
Thank you to our sponsors

Breaking The Cube Alternative Workspaces