In an era where financial services stands at a crossroads between tradition and transformation, industry leaders gathered not just to network, but to ignite change

There was something different about Friday, July 25th, 2025, at 54 on Bath. What began as an industry lunch quickly revealed itself as something more meaningful—a gathering of financial services leaders who share a common belief that South Africa's future can't be left to chance. Cornerstone Performance Solutions had brought together the right people at the right time, creating space for the conversations that matter most.

The Foundation of Transformation

Stanley Matende from INSETA-Insurance Sector Education and Training Authority brought clarity to the regulatory landscape with his presentation on the Occupational Qualification Sub-Framework. His expertise in transitional processes illuminated the path forward as he outlined QCTO's three-pronged approach: ensuring the development and registration of quality-assured occupational programmes, equipping learners with relevant and portable skills for lifelong employability, and maintaining the flexibility needed to accommodate the emerging skills that industry demands.

Matende's insights into INSETA's current upskilling initiatives and funding allocation processes provided attendees with the practical understanding they need to navigate the transition successfully. His presentation wasn't just about compliance—it was about creating sustainable pathways for professional growth in South Africa's evolving financial landscape.

The Heart Behind the Vision

When Dr Indira Bhagaloo rose to speak, there was something electric in her presence—the kind of energy that comes from someone who has dedicated her life to unlocking human potential. Her message was clear and compelling: financial institutions that merely comply with QCTO requirements will survive, but those who embrace them as competitive advantages will thrive.

Dr. Bhagaloo outlined the importance of aligning with QCTO requirements and the tangible benefits this brings to financial institutions. She then unveiled what makes CPS different—four learning value-drivers that transform how education happens: science-informed approaches that honour how humans actually learn, fully virtual delivery that breaks down geographical barriers, journey-led experiences that guide students throughout their learning journeys, and the irreplaceable human touch that ensures no learner is left behind. She also touched on CPS's current qualifications and the exciting developments in their pipeline for the future.

The AI Opportunity

Then came Dr. Derek Shirley's moment—a presentation that felt less like a business update and more like an invitation to step boldly into the future. "Architect the Future or Be Automated by It" wasn't just his slide title; it was his call to action. The room was captivated as he shared a powerful truth that reframed everything: "AI won't replace you, but someone using AI will."

But this wasn't about fear—it was about opportunity wrapped in possibility. Dr. Shirley painted a picture of CPS's CPSLearn® platform, where artificial intelligence doesn't replace the human element but amplifies it, creating learning experiences so personalised and powerful they feel almost magical. Here was a leader who understood that the future belongs not to those who fear change, but to those who embrace it as their competitive advantage.

Beyond Networking—Building Bridges

Throughout it all, Wanda Qinisile masterfully guided the proceedings as Master of Ceremonies, weaving each presentation together with graceful wit and ensuring every voice was heard. His skillful facilitation created the perfect rhythm for both learning and connection, proving that the right leadership can transform even the most complex industry discussions into engaging dialogue.

As lunch was served and conversations deepened, the formal presentations gave way to something more organic. Leaders who arrived as colleagues began connecting as collaborators. They shared experiences from the QCTO implementation trenches, exchanged visions of AI-enhanced customer service, and challenged each other to think differently about talent development.

These weren't your typical industry small talk sessions—these were strategic conversations with staying power. Financial services professionals left with actionable insights, new partnerships, and renewed confidence that the challenges ahead are not just manageable, but transformative.

The Ripple Effect

The true measure of this gathering won't be found in the immediate follow-ups, but in the decisions made in the weeks and months ahead. It will be seen in the innovative programmes launched, the strategic partnerships formed, and the careers elevated by leaders who chose to see QCTO requirements as opportunities rather than obligations.

CPS created something special that Friday afternoon—not just professional development, but purpose alignment. And with heartfelt thanks to the exceptional team at 54 on Bath and the seamless coordination by Nanni, the event reminded everyone present why they entered financial services in the first place: to make a meaningful difference.

The Future Starts Now

As guests departed, there was a palpable sense of momentum in the air. They left not just with new contacts and fresh insights, but with renewed conviction that South Africa's financial future will be shaped by those willing to lead the change rather than simply manage it.

Sometimes the most important industry conversations happen not in boardrooms, but around lunch tables where passionate professionals remember that behind every transformation is human potential waiting to be unlocked.

About the Event

The CPS Executive Lunch was held on Friday, July 25th, 2025, at 54 on Bath, Rosebank, Johannesburg. The event brought together senior financial services professionals to discuss strategic QCTO implementation and the future of occupational education in South Africa.