Home - 20th Financial Services Learning & Talent Development Innovations

May 2022 Agenda Topics Include:

► Hybrid: The Big Experiment – strategies, tactical tips and lessons learnt
► Coping with Hybrid: L&D case studies from leading technology companies
► Developing and Implementing world class metrics in the evolving world of learning
► The Great Rearrangement – strategies to combat high turnover at all levels
► Leveraging AI for Learning: Case studies
► How to Develop Managers into Coaches: Take home exercises for L&D heads
► A Global Perspective: Tailor your global strategies to local settings
► Is your DEI Strategy working: Challenges, the role of L&D & case studies
► The Role of Learning in the ESG Strategy of your Company

Organizations are challenged with achieving a smooth transition to hybrid. Learning and talent development leaders are grappling with numerous new components including, the importance of objective agility and pace, who are they hiring for? which skills are they growing? how to train managers to manage from far, how to support them in their quest for an inclusive culture and much more.

At this unique, hands-on conference, custom designed for learning and talent leaders within the financial services industry, you will learn how your peers are adapting their L&D strategy to reflect their hybrid environments, upskilling their workforce, creating unique and flexible onboarding experiences, adapting to new technologies such as AI to make the L&D experience effective and building an organization to be inclusive and socially conscious .

We will continue to explore and provide thought provoking discussions to L&D’s pressing challenges. Join us on May 3 and 4, 2022, to hear how forward-thinking organizations continue to embrace this transformation and benefit from opportunities to innovate employee learning and talent development.

Learning leaders continue to be called on to be more flexible, more agile, and more creative in how they deliver training. During this unique conference, custom designed for learning and talent leaders within the financial services industry, you will learn how your peers are modernizing their L&D strategy to reflect remote and hybrid environments, as well as, how they are developing long term plans for what development will look like in the years to come.

We will explore and provide real world solutions to some of L&D’s pressing challenges such as building skills at scale, developing diverse and inclusive leaders, delivering training that drives productivity, and leveraging new tech tools such as VR and AI to enhance learning.

2022 Speakers

M&T Bank

Bill
Connolly

Banking Services Senior Learning Program Manager

1stSource Bank

Margie
De Craene

Talent Development Sr Specialist, Human Resources

Boston Consulting Group

Jaime
DiGirolamo

Career Development and Talent Management Manager

Unum

Benjamin
Duffy

AVP Digital Learning

Goldstein Professional Development

Bernard
Goldstein

Founder

Kaleidoscope Learning & IELA

David
Guralnick

President

MetLife Enterprise Learning and Development

Kirsten
Jackson

Director

LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training

Bank Midwest

Suzi
Kalsow

VP Learning & Development

Russell Investments

Dawn
Lewis

Manager Training and Development

Charles Schwab

Erin
Mulholland

Senior Learning Manager, Risk & Regulatory Training

VANGUARD

MATT
PETRILLA

Leadership Performance Consultant

Accenture

Kamaria
Scott

Employee Experience Senior Manager

KPMG

Andrew
Shields

Associate Director, Learning Solutions

WELLS FARGO ADVISORS

Curtis
Twombly

Compliance Education Manager

Bank of America

Michael
Winters

Academy Program Design Manager; Experience Management Lead for The Academy

Bank of America

Michael
Wynn

Senior Vice President; Academy Innovation and Solution Design Manager

TTCINNOVATIONS

Debbie
Wooldridge

CEO & Founder

Supporting Organization

Exhibitor

Who Should Attend:

Financial Services Heads, VPs, Directors and Managers from:

Training & Development
Learning
Leadership & Executive Development
Corporate Universities
Commercial L&D
Global Learning
Talent Development

Talent Management
Learning & Innovation
Product & Sales Training
Organizational Development
Education
Human Resources
People & Culture

Tailored for Financial Services & FinTech
Organizations including:

Banking
Asset Management
Stock Brokerages
Insurance
Credit Unions
Credit Cards
Accounting
Investment

Wealth Management
eInvesting
Online Payments
eLending
e-Insurance
Money Transfer
Financial Technology
Blockchain/cryptocurrency

RAVE REVIEWS FROM
PAST ATTENDEES...

"Intimate conference with open and honest dialogue"

-Senior Manager, Product Education & Blended Solutions, Mackenzie Investments

"Topics felt really relevant and timely."

-Leadership Development Program Strategist, Vanguard

"Presentations from peers on projects in their company—so many valuable ideas!"

-Senior Director, Leadership & Executive Development, PNC

"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

"Enjoyed meeting others who are facing the same challenges I am!"

— Manager of Sales Learning & Development, E*Trade Securities

"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