Financial Services Learning &
Talent Development Innovations

Our learning and development boutique conference series for financial services has been touted as a “must attend interactive, intimate event with a strong diverse agenda and real take- a-ways.” Our innovative conferences provide solutions for the unique challenges facing today’s learning and talent development executives who sit within highly regulated, risk adverse environments.

Our events offer you:

● Structured networking opportunities to connect with your peers in small groups, allowing an exchange of L&D strategies, solutions and free form brainstorming.

● A showcase of organizations who are implementing agile, innovative learning strategies to develop their U.S. and global workforces.

● High quality speakers willing to share real world solutions in a variety of formats from in- depth case studies to audience engaging panels to our “micro-learning” idea exchanges sessions.

Come to learn, share ideas and network with your colleagues from the same discipline and industry!


Thank You to Our 2018 Fall Sponsors


Past attendees include:

• American Express
• Ameriprise Financial
• American Bankers Association
• AIG
• AXA
• BNY Mellon
• Barclays Capital
• Bessemer Trust
• BillGates Investments
• BlackRock BMO Financial Group
• BNP Paribas
• Brainshark
• Brandywine Global Investment Management
• Capital One
• Capital Wave/ Financial Training Solutions
• Charles Schwab & Co.
• CitiGroup
• Citizens Bank
• Credit Suisse
• Columbia Threadneedle
• Cornerstone
• D2L
• Deloitte
• Depository Trust & Clearing Corp.
• Degreed
• Digital Federal Credit Union
• Discover Financial Services
• EatonVance
• Edward Jones
• EY
• Federal Deposit Insurance Corporation (FDIC)
• Federal Reserve Bank of New York
• Fidelity Investments
• First WestCredit Union
• Fiserv
• FitchLearning
• 1st Global
• GMAC Mortgages
• Goldman Sachs
• GP Strategies Corporation
• Hartford Funds
• HawaiiUSAFederal Credit Union
• I4CP
• ING Investments
• Intuition
• Invesco
• JP Morgan Chase
• KPMG
• Legg Mason, Inc.
• Liberty Mutual
• M&TBank
• Manulife Financial (John Hancock)
• Mastercard
• MesirowFinancial
• Moodys Analytics
• Morgan Stanley
• NeuroLeadership Institute
• New York Life Insurance Company
• Northern Trust
• NYSE Euronext
• NYSE Technologies
• PayPal
• Primerica Financial Services
• PrudentialFinancial
• PNC Financial Services
• Qstream
• Raymond James
• RoyalBank of Scotland
• Sallie Mae
• Scottrade
• SEI Investments
• S&P GlobalRatings
• SunTrust Banks, Inc.
• Swiss Reinsurance
• TD Bank
• TIAA-CREF
• The Vanguard Group, Inc.
• Trustmark
• Travelers Insurance
• UBS
• Union Bank
• US SEC
• Waddell & Reed
• Wells Fargo Advisors
• Western Southern Financial Group
• World Bank Group
• York Risk Services
• Zion Bancopration


RAVE REVIEWS FROM PAST ATTENDEES...