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OCTOBER2017SPEAKERS
Learning and Development Innovations for Financial Services
Global Head of Talent Development
Morgan Stanley
Learning and Development Innovations for Financial Services
Senior Learning Consultant
Vanguard
Learning and Development Innovations for Financial Services
CEO
Launchfire
Learning and Development Innovations for Financial Services
Director
ACF Consultants Ltd
Learning and Development Innovations for Financial Services
SVP, Chief Learning & Development Officer
Fulton Financial Corporation
Learning and Development Innovations for Financial Services
Global Head of
Facilitation-Leadership Edge
J.P.Morgan Chase
Learning and Development Innovations for Financial Services
Head of Culture, Engagement,
Branding, Diversity & Inclusion
AXA
Learning and Development Innovations for Financial Services
VP & Chief Learning Officer
Discover Financial Services
Learning and Development Innovations for Financial Services
Leadership & Professional Development Program Manager,
Raymond James Financial Services
Learning and Development Innovations for Financial Services
CEO & Co-Founder
Qstream
Learning and Development Innovations for Financial Services
Director, Enterprise
Learning & Development
BLUE CROSS BLUE SHIELD OF
NORTH CAROLINA
Learning and Development Innovations for Financial Services
Ed.D, VP & Global Account Executive-
Financial Services
GP Strategies Corporation
Learning and Development Innovations for Financial Services
SVP Global Learning Solutions
GP Strategies Corporation
Learning and Development Innovations for Financial Services
Director of Organizational Talent Development
Raymond James Financial
Learning and Development Innovations for Financial Services
Global Head of Learning
Technology & Innovation
S & P Global Ratings
Learning and Development Innovations for Financial Services
Director,
Corporate Customer Success
D2L
Learning and Development Innovations for Financial Services
Director, Leadership,
Learning & Development
CIT
Learning and Development Innovations for Financial Services
Head of Client Relationships – Americas
FitchLearning
Learning and Development Innovations for Financial Services
VP, Senior Talent
& Learning Advisor
TD Bank
Learning and Development Innovations for Financial Services
Senior Director, Leadership
& Executive Development
PNC Financial Services Group
Learning and Development Innovations for Financial Services
VP, Manager, Strategic
Programs & HR Talent Management
Northern Trust

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

The 14th Financial Services Learning & Development Innovations is a conference exclusively tailored for training and talent 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.

THEMES FOR MARCH 2018


  • Managing and driving change initiatives
  • Designing a L&D strategy that ties to business goals
  • Effective adaptive and personalized learning strategies
  • Employee engagement and developing a culture of learning
  • Successful uses of new L&D technology tools
  • Fostering innovation within a risk adverse environment

 


RAVE REVIEWS FROM OUR PAST ATTENDEES!

“Small gathering with learning professionals in financial industries. It’s helpful to engage with learning professionals who are all dealing with similar challenges and to learn best practices. Liked variety of activities—panels, presenters, open dialogue.”
— VP, Senior Talent & Learning Advisor, TD Bank


“Good mix of peer presentations and vendors/new tools. Very good size and audience was truly my financial service executive learning peers. Very well organized.”
— VP, Sales Learning & Development/CRM Systems, Broadbridge Financial Solutions


“Presentations from peers on projects in their company—so many valuable ideas!”
— Senior Director, Leadership & Executive Development, PNC


“Great boutique conference, placing an interested audience with interesting speakers. A great experience!”
— Marketing Director, EmpowerTheUser


“Inspired and connected”
— Director of Organizational Talent Development, Raymond James


“Agenda was well rounded. Covered all of the topics I am interested in.”
— V.P. Commercial Sales Performance Manager, Fulton Financial Corp


“Discussion group roundups and idea exchanges were great to learn from each other.”
— Account Executive, GP Strategies


“Size of event is perfect for interaction and networking, and instigates more in-depth conversation. Relevant hot topics. Thank you for a wonderful, informative and engaging experience."
— VP, Global Talent Development & Organizational Effectiveness, MasterCard


"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




Register-Now

Keep me inform

OCTOBER 2017
PREMIER PARTNER


Training and Development Innovations for Financial Services

OCTOBER 2017
EDUCATIONAL UNDERWRITER


Training and Development Innovations for Financial Services


OCTOBER 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


 


OCTOBER 2017
ADVISORY BOARD

  • Joy Joseph
    Head of Culture, Engagement,
    Diversity & Inclusion
    AXA
  • Jon Kaplan
    VP & Chief Learning Officer
    Discover Financial Services
  • Matt Petrilla
    L&D Manager
    THE VANGUARD GROUP
  • Michael Rosenberg
    Director of Human Resources
    CIT
  • Curtis Twombly
    Compliance Education Manager
    WELLS FARGO ADVISORS