Team building for financial services teams

The best team building for financial services fits around the market and the close: a 60-minute hosted event after the 4 p.m. ET close, on one video call every branch and desk can join, paid by card or invoice. We run hosted games, kit workshops and short workshops for banks, wealth firms and finance teams.

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A finance team laughs around a conference table after the close while colleagues from other branches join on a video call

When a finance team can actually take an hour

Markets, month-end and quarter-end decide the date before anyone picks an activity. Six dates and windows to plan around, with the year.

  • Weekdays from 4:30 p.m. ET

    After the close

    The NYSE core session runs 9:30 a.m. to 4:00 p.m. ET. Start at 4:30 p.m. ET and the desk can join, while West Coast colleagues are still at 1:30 p.m.

  • Last and first days of the month

    Stay out of month-end

    Reconciliations and reporting fill the last two and first three business days of most months. Mid-month Tuesdays to Thursdays get the best turnout.

  • Thursday, December 31, 2026

    Hold the holiday event before year-end close

    Year-end close fills early January for finance and accounting. The weeks of December 7 and December 14, 2026 suit a holiday event best.

  • March 1 to March 31, 2027

    Annual report season

    Public companies file the annual report 60 to 90 days after fiscal year-end, so a December 31 year-end lands between March 1 and March 31, 2027. Plan finance team events for April instead.

  • Nov 27 and Dec 24, 2026

    Early closes

    The NYSE closes at 1:00 p.m. ET on both days. Teams that are in can take a relaxed afternoon slot.

  • For a December 15, 2026 event

    Book December events now

    Book a hosted game by December 1, a kit workshop to US addresses by November 24, and a kit workshop with guests in Canada or abroad by November 10.

Team building activities for banks and finance teams

Every session runs about an hour with a live host or instructor, on Zoom by default or on Microsoft Teams, Google Meet or Webex on request. Prices are live from our catalog.

Hosted games after the bell

A live host runs every round, so a branch manager or desk head can play instead of emcee. Teams can be branches, desks or mixed on purpose.

Kit workshops shipped to every person

Each guest gets a kit at the address they give us, and a live instructor leads the hour. Good for a holiday party or a year-end thank-you.

Short workshops for high-pressure teams

Hosted 60-minute sessions that give people something to use the next morning.

Want people in one room? Hosts run games at your office in 17 US cities. See all activities.

One event for every branch, desk and office

Finance organizations are spread out by design: branches, desks, operations centers and offices abroad. Here is how each shape fits on one call.

  • A branch network

    Each branch joins from its own back office after closing and plays as one team. Branches across four time zones close hours apart, so start after the East Coast closes or book one session per coast.

  • Front office and operations

    Mix traders, advisors, operations and compliance in each team on purpose. The game is the excuse to talk across the floor.

  • Head office in a room, branches on video

    Put the head office in one conference room with a big screen and everyone else on their own laptop. The setup is on hybrid team building.

  • Teams in several countries

    Pick an hour that works in London and New York, and allow 5 weeks for kits outside the US. See global team building for time zones and shipping.

A whole division? We have run a single 60-minute event for 1,000 registered employees across four parallel activity tracks.

See multi-event programs

What team building costs for a finance team

Totals for a branch team, a regional group and a whole division, worked out from live catalog prices.

Hosted games and workshops are a package for the group that grows in steps, so the price per head drops as more people join. Kit workshops are a base fee plus a price for each kit.

Total price for the whole group, by headcount
Trivia with a Twist!Hosted game after the close20 people$97550 people$1,195150 people$2,075
Candle MakingKit workshop, a kit for each person20 people$1,73950 people$3,779150 people$10,579
Let's Stand Up to StressHosted 60-minute workshop20 people$85050 people$1,700150 people$5,100

Continental US shipping is included on kits; Alaska, Hawaii, US territories, Canada and international addresses cost extra. Need an exact number for an approval? Get a free quote.

Internal team events, client events and gift rules

At most firms, an event for your own people and an event for clients sit under different policies. Know which one you are planning.

Your own team. A team building event for your employees is a staff event. FINRA Rule 3220 states that it does not apply to gifts to a member's own associated persons.

Clients and people at other firms. Rule 3220 limits gifts to a person at another firm, in relation to that person's employer's business, to $300 per individual per year (as amended effective March 30, 2026). A gift given during business entertainment is subject to it. If you send kits to clients, ask compliance how to count them; every activity page shows the per-person price.

Planning for clients? See virtual client appreciation events or client gifts.

General information, not compliance advice. Your firm's policy may be stricter: check with your compliance team.

What procurement usually asks

  • Card or invoice. Reserve with a 50% deposit by card, or book with a PO and get an invoice instead.
  • A written quote in 24 hours with the date, headcount and full price, ready for your approval chain.
  • One vendor for every team. Our enterprise program adds catalog approval, SSO, monthly invoicing and a monthly budget for each team.
  • Prices before you book. Every activity page shows the price for your headcount, with continental US shipping included on kits.

What our clients say

Trusted by teams at

  • Google
  • Microsoft
  • Meta
  • Spotify
  • Netflix
  • Cisco
  • Coinbase
  • Dropbox

“Stephanie was amazing! We were able to include all of our team members, including those in the Czech and UK.”

Jennifer R. · Google review

“Stephanie was an incredible guide! She was so friendly, knowledgeable, and kind as she helped our group of ~80 people make candles virtually!”

Kristen M. · Google review

Financial services team building questions

What is good team building for financial services teams?

The best team building for financial services fits around the market and the close: a 60-minute hosted event after the 4 p.m. ET close, on one video call every branch and desk can join, paid by card or invoice. Hosted games, kit workshops shipped to each person and short workshops on stress or presenting all fit that slot.

When should a bank schedule team building?

After the market or the branches close, mid-month, and away from quarter-end close. For the 2026 holidays, the weeks of December 7 and December 14 work best, before year-end close on December 31, 2026. A 4:30 p.m. ET start lets the desk join while West Coast staff are still at work.

Can every branch join the same event?

Yes. Everyone joins one video call, on Zoom by default or on Microsoft Teams, Google Meet or Webex on request. In a hosted game each branch can play as a team, and in a kit workshop every person gets their own kit at the address they give us.

Does the FINRA gift rule apply to team building for our own employees?

FINRA Rule 3220 limits gifts to people at other firms, in relation to their employer's business, to $300 per individual per year (as amended effective March 30, 2026), and it states that it does not apply to gifts to a member's own associated persons. Client events and kits sent to clients are a different question. This is general information, not compliance advice: check with your compliance team.

How much does team building for a finance team cost?

Hosted games are priced as a package for the group, and kit workshops as a base fee plus a price per kit. Trivia with a Twist! is $39 a person for a group of 25 ($975 package). Candle Making is $68 a person plus a $379 base fee. Each card on this page shows its live price, and the table shows totals for 20, 50 and 150 people.

Can we pay by invoice or purchase order?

Yes. Reserve online with a 50% deposit by card, or book with a PO and we send an invoice instead of charging a card. Enterprise customers can use monthly invoicing.

How far ahead should we book?

About 2 weeks for a hosted game and about 3 weeks for a kit workshop to US addresses. With guests in Canada or abroad, book about 5 weeks out, because those addresses are due 4 weeks before the event.

Keep planning

Plan your finance team's next event

Send us your date, headcount and branches. You get a plan and a price within 24 hours.

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