Home - The 21st Financial Services Learning & Talent Development Innovations

November 2022 Agenda Topics Include:

► Case Study on Learning Academies : Building a strategy/capability-based Academy for successful on-boarding, retention & professional Development within your organization
► PANEL: Strategies and solutions to navigate the skill gap
► PANEL: The Heads of Learning: REUNITED: From Virtual to hybrid/Live: Taking stock of where we are, lessons learnt and how to reinvent L&D
► Training Solutions for the Future: Strategies to transition to eLearning
► Re-thinking the Design of Learning: Case study on how do we look at the learner’s experience in this new work world
► PANEL/Case Study on Successful Digital Credentialing & Badging: Strategies for employee retention and professional development
► Case Study: Building an enterprise-wide DEI / ESG culture: How to implement, scale and successfully merge DEI into Learning
► Instructional Design: Strategies for hybrid learning to keep the learner engaged
► PANEL: Strategies for new associate on-boarding for difference roles: Sales, operations, support, account management team members
► TECHNOLOGY PANEL: New technologies in learning - AR, VR & technology in everyday learning tasks
► Bank Case Study on On-boarding: Strategy and tactics to build, roll out and measure success
► Case Study on Metrics in Learning: Enterprise learning measurement program: Demonstrating the value of learning to the enterprise
► Case Study on Leadership Training: Hands on tools to train your leaders and customization of leadership training

RAVE REVIEWS FROM
May 2022 Attendees!

"Great opportunity to network and learn from other’s best practices. "

-Russell Investments

"Great Interactions! Collaborative and intimate!"

-VISA

"The networking has been great for someone like me who is fairly new to L&D. It was great to connect with people who are in banking."

-SmartBank

"Very informative - learned a lot. Really enjoy the mix of presentations w/panel discussions."

-First Home Bank

"The speakers & networking opportunities - Affirmation of what I’m doing in L&D & new ideas and people to collaborate with."

First Home Bank

"Networking with colleagues and peers, best practice sharing, nice venue and location, pacing is perfect."

— Wells Fargo

"Opportunity to hear relevant topics from other learning leaders. Vendors well selected."

— Citizens Bank

"Liked most: The use case and application of measures. The presentation was an end to end view."

— Bank of America

"Loved how intimate it was – so great to meet people. People were very informal and wanted to talk more."

— Met Life

2022 Speakers

Citi

Tiffany
Abinsay

Head of Learning Technology

SmartBank

Corey
Burdette

AVP Corporate Learning & Development Manager

Credit Human

Jonathan
Ellis, MBA

Director, Training and Development

Credit Human

Wendy
Fischer

Senior Training Solutions Specialist

JP Morgan Chase & Co.

Bernie
Goldstein

Executive Director, Head of Asset Management North America Client Skills Training & Python Center for Innovation

Kaleidoscope Learning & IELA

David
Guralnick

President

LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training

Russell Investments

Dawn
Lewis

Manager Training and Development

Accenture

Kamaria
Scott

Employee Experience Senior Manager

Bay First National Bank

Diane
Studzinski

VP Director of Learning and Development

Northwestern Mutual Insurance

KATHY
TAGUE

Senior Director, Field Talent & Performance

WELLS FARGO ADVISORS

Curtis
Twombly

Compliance Education Manager

Silicon Valley Bank

Amy
York

Director, Product Training and Communications

November 2022 Agenda Topics Include:

"Great opportunity to network and learn from other’s best practices. "

-Russell Investments

"Great Interactions! Collaborative and intimate!"

-VISA

"The networking has been great for someone like me who is fairly new to L&D. It was great to connect with people who are in banking."

-SmartBank

"Very informative - learned a lot. Really enjoy the mix of presentations w/panel discussions."

-First Home Bank

"The speakers & networking opportunities - Affirmation of what I’m doing in L&D & new ideas and people to collaborate with."

First Home Bank

"Networking with colleagues and peers, best practice sharing, nice venue and location, pacing is perfect."

— Wells Fargo

"Opportunity to hear relevant topics from other learning leaders. Vendors well selected."

— Citizens Bank

"Liked most: The use case and application of measures. The presentation was an end to end view."

— Bank of America

"Loved how intimate it was – so great to meet people. People were very informal and wanted to talk more."

— Met Life

Financial Services Heads, VPs, Directors and Managers from:

Strategic Solutions Network, LLC