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.

Join us on October 26 & 27 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
United Wholesale Mortgage

Matt
Boschi

Vice President of Training
Lessonly by Seismic

REBECCA
BOYLE

Enterprise Account Executive
GP STRATEGIES

Stephen
Egri

Client Director for Financial Services & Insurance- EMEA
USAA

Sean
Fenton

Executive Director, Enterprise Compliance Training
GOLDSTEIN PROFESSIONAL DEVELOPMENT

BERNARD
GOLDSTEIN

Founder
State Farm Insurance

Doretta
Gordon

HR&D Director of Talent Management – Strategy
Kaleidoscope Learning & IELA

David
Guralnick, PhD

President
LENDING CLUB

KAMI
HANSON, PHD

Director, Learning Technology
GALLAGHER (FORMERLY w/Cincinnati Insurance)

TRICIA
INDERHEES, CPTM

Strategic Learning & Development Manager
LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training
LOWER

JOHN
LANZ

VP, Training and Development
ALLEGO

MARK
MAGNACCA

President & Co-founder
Kaltura

Sean
McMann

Director of Sales, Enterprise & Learning- North America
GP STRATEGIES

Dan
Miller

SVP & Financial Services Industry Leader
HSBC

MELINDA
MILLER

Regulatory Compliance Training Manager
QSTREAM

JASON
MUNDY

Vice President of Marketing
VANGUARD

MATT
PETRILLA

Leadership Performance Consultant
MANULIFE/JOHN HANCOCK

SANDY
REZENDES

Head of Global Learning
Cormentum

Jonathan
Schultz

Co-Founder
Accenture

Kamaria
Scott

Employee Experience Senior Manager
Independence Blue Cross

Emily
Sheetz

Learning Consultant
Charles Schwab

Johannah
Simon

Director, Risk & Regulatory Training
ETU

SOWMYA
SUDHINDRANATH

VP of Services
Wells Fargo Advisors

Curtis
Twombly

Compliance Education Manager
NORTHERN TRUST

KACIE
WALTERS

SVP, HR Learning & Development
Bank of America

Karen
Wilson

SVP & Executive-The Academy
Bank of America

Mike
Wynn

SVP & Innovations Design Manager- The Academy
Cormentum

Rommie
Zats

Co-Founder
Conference Advisory Board

Patty
Aquaro

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

Bernard
Goldstein

Founder
LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training
Vanguard

Matt
Petrilla

Leadership Performance Consultant
Accenture

Kamaria
Scott

Employee Experience Senior Manager
WELLS FARGO ADVISORS

Curtis
Twombly

Compliance Education Manager
2021 Platinum Sponsors
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


2021 Gold Sponsors
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


2021 Silver Sponsor
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


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...