This document summarizes a panel discussion on alternative workspaces. The panelists discussed topics such as coworking spaces, virtual professionals, and trends in how work is changing. One panelist discussed how coworking spaces provide low individual overhead, opportunities for learning and collaboration, and a productive social environment. Another panelist talked about strategies for professionals transitioning to virtual work, including communication best practices. A third panelist shared observations from visiting New York City coworking spaces and how work is shifting towards a greater focus on collaboration, learning, and socializing outside of traditional office settings.

1. Breaking the Cube:
Alternative
Workspace

2. 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

3. Alice Lindenauer
Director
Work Force Development Team,
SEI

4. Global Creative Economy Convergence Summit 2009
Breaking the Cube: Alternative Workspace
Alice Lindenauer, Workforce Development
5 October, 2009

5. 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
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6. 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
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7. 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
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8. 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…
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9. 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
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10. HQ: Oaks, PA
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11. SEI Culture - Workspace
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12. SEI Culture – The West Collection
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13. Thank You!
… and now onto your Panel.
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14. Nathan Gasser
Founder and President
Rock River Start

15. Emily Morgan
President and Chief Visionary
Delegate Virtual Business
Solutions

16. 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

17. What is a VP?
Existing VP industries
Current industry trends
www.entrepreneursentourage.com

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

19. 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

20. 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

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

22. David Walker
Founder
Conjunctured

23. Coworking is…
by David H Walker
Co‐Founder, Conjunctured
Austin’s First Coworking Space

24. 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”

25. Learning & Collaboration,
Instant feedback

26. Productive
Social Pressure (but in a good way)

28. Diversity
Multi‐use Conference Room:
302designs t‐shirts being folded and packed for retail store delivery!

29. Diversity

30. Social: community parties

31. Community Hub: Tech & Entrepreneur Meetups

32. Social: late night gaming parties

33. Social: Poker Night

34. Interested in coworking?
Your call to action:
Find a coworking space near you and go say hi!
http://bit.ly/coworking‐map

35. 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

36. Todd Sundsted
NYC Manager
Shift 101

37. Perceptions of Alternative
Workspaces
with observations from the 2009 New
York City coworking space fieldtrip
Todd Sundsted, Founder and Managing Director, Shift101, New York

38. todd@shift101.com

39. The “Bottom Line”
todd@shift101.com

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

41. 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

42. todd@shift101.com

43. todd@shift101.com

44. todd@shift101.com

45. todd@shift101.com

46. todd@shift101.com

47. Work is Changing
Focus Collaboration
Learning Socializing
Gensler, 2008
todd@shift101.com

48. Breakout Now!
Sean Savage (AKA DisrupSean) / Flickr
todd@shift101.com

49. Question &
Answer

50. Please complete the survey being
distributed by the volunteers.
Surveys may be returned to the
volunteers or at the Registration
Desk in Ballroom A.

51. Thank you to our sponsors