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.

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

2021 Gold Sponsors

2021 Silver Sponsor

May 2022 Agenda Topics Include:

Financial Services Heads, VPs, Directors and Managers from:

"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

Strategic Solutions Network, LLC