Home - 20th Financial Services Learning & Talent Development Innovations

October 2021 Agenda Topics include:

► Executing Large Scale Upskilling & Reskilling Efforts
► Converting Learning into Performance –Demonstrating the tangible impact of training
► Learning’s Role in Building an Equitable Workplace
► Driving Employee Ownership Over Learning & Career Development
► Leveraging Tech Tools: Mobile, AI, VR, Video, and more!
► Utilizing Learning Data Analytics for More Targeted Training
► Rethinking Onboarding in the New World of Work—Virtual & Hybrid
► How to train leaders to be ‘change ready’ and that living in ambiguity is ‘okay’

Plus…Personal Development Sessions for L&D Professionals!

How will our experiences in 2020 shape our L&D strategy for 2021 and beyond?

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.

Join us on October 26 & 27th to hear how forward-thinking organizations continue to embrace transformation and opportunities to innovate employee learning and talent development.

October 2021 Speakers

Citi

Tiffany Abinsay

Head of Learning Technology

Patricia Aquaro

Former Managing Director- Head of Risk & Professional Excellence, BNY Mellon

Bank of America

Keith Bobbitt

SVP, Innovation Team Lead-The Academy

United Wholesale Mortgage

Matt Boschi

Vice President of Training

Kaleidoscope Learning & IELA

David Guralnick, PhD

President

Bank of America

Karen Humphries

SVP, Learning Executive

Wells Fargo

Shawn Lewis

Chief Learning Officer

Independence Blue Cross

Emily Sheetz

Learning Consultant

FIS

Kamaria Scott

Global Head of Curriculum Strategy & Instructional Design

Wells Fargo Advisors

Curtis Twombly

Compliance Education Manager

Bank of America

Karen Wilson

SVP & Executive-The Academy

Bank of America

Mike Wynn

SVP & Innovations Design Manager- The Academy

Conference Advisory Board

Patty Aquaro

Former Managing Director- Head of Risk & Professional Excellence, BNY MELLON

Goldstein Professional Development

Bernard Goldstein

Founder

Vanguard

Matt Petrilla

Leadership Performance Consultant

CIT

Michael Rosenberg

Director, Leadership, Learning & Development

FIS

Kamaria Scott

Head of Curriculum Strategy & Instructional Design

WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager

2021 Platinum Sponsors

2021 Gold Sponsors

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