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MARCH2017SPEAKERS
Learning and Development Innovations for Financial Services
Head of Product Education
STATE STREET GLOBAL ADVISORS
Learning and Development Innovations for Financial Services
Director of Research & Lead Professor
NEUROLEADERSHIP INSTITUTE
Learning and Development Innovations for Financial Services
VP, Global Talent Development &
Organizational Effectiveness
MASTERCARD WORLDWIDE
Learning and Development Innovations for Financial Services
VP, Leadership Development
GP STRATEGIES
Learning and Development Innovations for Financial Services
Director,
LMGD Sales Effectiveness
LEGG MASON
Learning and Development Innovations for Financial Services
Managing Director, Talent Development
CREDIT SUISSE
Learning and Development Innovations for Financial Services
President of Kaleidoscope Learning & President
INTERNATIONAL
E- LEARNING ASSOCIATION
Learning and Development Innovations for Financial Services
Learning & Development Consultant
THE VANGUARD GROUP
Learning and Development Innovations for Financial Services
Executive Director & Head of International
Faculty-Leadership Edge
J.P. MORGAN CHASE & CO.
Learning and Development Innovations for Financial Services
Former Head of Learning
DTCC
Learning and Development Innovations for Financial Services
Head, Learning & Development
AXA
Learning and Development Innovations for Financial Services
Learning & Development Consultant
THE VANGUARD GROUP
Learning and Development Innovations for Financial Services
VP,
Corporate Learning & Development
M&T BANK
Learning and Development Innovations for Financial Services
VP of Global Sales
EMPOWER THE USER
Learning and Development Innovations for Financial Services
DBA, Assoc. Professor of
Organization Behavior
BOSTON UNIVERSITY QUESTROM
SCHOOL OF BUSINESS
Learning and Development Innovations for Financial Services
Director,
Enterprise Learning & Development
BLUE CROSS BLUE SHIELD
NORTH CAROLINA
Learning and Development Innovations for Financial Services
Account Executive
GP STRATEGIES
Learning and Development Innovations for Financial Services
L&D Manager
THE VANGUARD GROUP
Learning and Development Innovations for Financial Services
Chief Learning Officer
CITIZENS BANK
Learning and Development Innovations for Financial Services
Head of Client
Relationships – Americas
FITCH LEARNING
Learning and Development Innovations for Financial Services
Chairman
LEARNING AND PERFORMANCE INSTITUTE
Learning and Development Innovations for Financial Services
Compliance Education Manager
WELLS FARGO ADVISORS

Past Attendees for Our Event Include:

     Ameriprise Financial      American Bankers Association
   American International Group (AIG)      Aon Hewitt   
   AXA Equitable      Bankers Life and Casualty   
   BNY Mellon       Barclays Capital      Bessemer Trust   
   Bill Gates Investments      BlackRock      Bladex        BlessingWhite      BMO Financial Group  
    BNP Paribas      Brainshark  
   Brandywine Global Investment Management 
   Capital One       Captial Wave/ Financial Training Solutions
   Charles Schwab & Co.       CIGNA University     CIT   
   Citadel, LLC        CitiGroup Inc.      Credit Suisse   
     Columbia Threadneedle      Consultancy Matters LLC.   
     Deloitte, LLP      Depository Trust And Clearing Corp.    
   Discover Financial Services       DTCC      Eaton Vance   
   Edward Jones      Ernst & Young      ExecComm LLC   
    Federal Deposit Insurance Corporation (FDIC)
    Federal Reserve Bank of New York   
   Fidelity Investments     First Citizens   
   First West Credit Union     FM Global   
   First Interstate BancSystem, Inc.   
   First Midwest Bank      Fiserv      FitchRatings    
    1st Global     GMAC Mortgages   
   GP Strategies Corporation
     Grant Thornton LLP     Hartford Funds   
   HawaiiUSA Federal Credit Union      Holden International      I4CP      ING Investments Management   
   Institute for Corporate Productivity 
   Interactive Services      Intuition      Invesco  
    JP Morgan Chase      Kaleidoscope Learning      Kineo   
   Knight Capitol Group      KPMG      Leap Year Learning  
   Legg Mason, Inc.      Liberty Mutual
     M&T Bank Corporation   
   Manulife Financial (John Hancock)       Mesirow Financial        Moodys Analytics       Morgan Stanley
     NeuroLeadership Institute  
   New York Life Insurance Company   
   Northern Trust      NYSE Euronext      NYSE Technologies 
   PayPal       Primerica Financial Services
   Prudential Financial       PNC Financial Services   
   Raines International       Richardson
     ROI Training Inc.      Royal Bank of Scotland   
   Scottrade      SEI Investments   
   Standard & Poor's Financial Services LLC   
   SunTrust Banks, Inc.       System Services Enterprises   
   TD Bank  
   TIAA-CREF       The Hartford Financial Services Group   
   The Royal Bank of Scotland      The Vanguard Group, Inc.
     TransFirst     Trustmark       Travelers Insurance      UBS      UBS Business University     Union Bank   
   United Recovery Systems, LP      UnitedHealth Group
     US SEC      Waddell & Reed   
   Wells Fargo Securities   
   Western Southern Financial Group  
   Wells Fargo Advisors      World Bank Group  
   York Risk Services      Zion Bancopration

THEMES FOR OUR MARCH 2017 CONFERENCE AGENDA


  • L&D’s Role in Change Management Efforts
  • Successful Bite-Sized Learning for Formal & Informal Training
  • Impact of DOL’s Ruing on Training & Development 
  • Curating Learning Content for Maximum Employee Benefit
  • Leveraging Digital Tools for Engagement & Learning (artificial intelligence, virtual reality, mobile, gamification, MOOCs)
  • Rethinking the New Hire Experience

Exclusively for training and development executives within the financial services sector, our event offers you:


  • A conference agenda designed around the unique challenges of developing training programs in a highly regulated, risk adverse industry;
  • High quality speakers presenting real world solutions in a variety of formats from in-depth case studies to interactive panels to idea exchanges sessions;
  • Formal and informal networking opportunities to share learning strategies with your peers from the same industry and same discipline.

RAVE REVIEWS FROM OUR PAST ATTENDEES!

RAVE REVIEWS FROM OUR PAST ATTENDEES!

"Overall program was informative and engaging --especially the idea exchanges and panel discussions."
— Senior Learning Consultant, BNY Mellon University

"Great intimate setting. Loved being among 'our people' from an L&D perspective."
— Director of Business Development & Strategy, Cannon Financial Institute

"Very well organized and efficient, action packed with speakers and content…liked that all topics were financial services related and very relevant."
— Vice President, Corporate Training Manager, Eaton Vance

"Loved the presentations and the panel discussions. The presentations provided great information and the panels provided lots of great insight."
— AVP, Project Manager, PNC University

"Specific to financial services — We all face the same regulations, issues, so solutions presented are very relevant and good networking opportunity."
— Learning Technologies & Corporate Services Manager, Union Bank

"Loved the narrow focus and immediate applicability."
— Corporate Learning & Development Specialist, Western Financial Group

"Networking gave me access to many perspectives and experience."
— Corporate Trainer, Cambridge Investment Research

"Nicely done organizing varied topics and keeping a good pace."
— Learning and Development Leader, Ernst & Young

Register-Now

Keep me inform

MARCH 2017
PREMIER PARTNER


Training and Development Innovations for Financial Services


MARCH 2017
SUPPORTING ORGANIZATIONS



Training and Development Innovations for Financial Services

Training and Development Innovations for Financial Services

Training and Development Innovations for Financial Services

Training and Development Innovations for Financial Services

Training and Development Innovations for Financial Services


MARCH 2017
ADVISORY BOARD

  • Joy Joseph
    Head, Learning & Development
    AXA
  • Jon Kaplan
    Vice President, Training & Development
    DISCOVER FINANCIAL SERVICES
  • Matt Petrilla
    L&D Manager
    THE VANGUARD GROUP
  • Curtis Twombly
    Compliance Education Manager
    WELLS FARGO ADVISORS