Modernizing Learning


► Reskilling & Upskilling Your Workforce to Meet Shifting Business Demands
► Leveraging Learning Data & Analytics
► Supporting & Driving Large Scale Change Efforts
► Embracing Digital Tools to Enhance Learning—Video, Mobile, VR, AR and more!
► Key Strategies for Engaging Today’s Learner


Check out our Pre & Post Conference Workshops

WORKSHOP A
Upskilling Your Workforce: Steps for Building Out A Reskilling Program

WORKSHOP B
The Power of Nice: How to Negotiate So Everyone Wins Especially You
Join us in Philadelphia!

Our unique conference is a forum for learning, training and talent development professionals from both traditional financial services organizations and rising financial technology companies to network, share ideas and innovate workforce learning and development processes and programs.

Learn how your peers are driving large scale reskilling efforts, embedding learning into workflow, providing more targeted personalized learning paths, responding to the modern learner by offering anytime, anywhere training, and more!

2020 Speaking Faculty

BNY Mellon

Patricia E. Aquaro

Former Managing Director- Head of Risk & Professional Excellence
Aon Corporation

Linda Cai

Global Head of Learning & Talent Development
Liberty Mutual

Kristin Cassino

VP, Learning Services
Truist

Melissa Coggins

Associate Manager, Talent Development Programs
Shapiro Negotiations Institute

Jeff Cochran

Partner & Master Facilitator
Investors Bank

Ilenia Diaz

AVP, Learning & Development
Merrill Lynch

Anna Gerber

VP, Market Financial Advisor Training Program Manager
J.P. Morgan Asset Management

Bernard Goldstein

Head of AM Client Skills Training Americas
IELA & Kaleidoscope Learning

David Guralnick, PhD

President
Fulton Financial Corporation

Debra Hamilton

SVP, Chief Learning & Development Officer
LendingClub

Kami Hanson

Director, Design Center of Excellence- Learning & Development
eMoney Advisor

Pamela Henry

Director, Employee Success & Development
Unboxed Training & Technology

Kiersten Hoffman

Account Director
PayPal

Stefana Hunyady

VP Global Product Engagement
Edward Jones

Kristin Johnson

Chief Human Resources Officer
Corvantus Consulting

Jon Kaplan

Principal & Founder
Western Union

Shezelle Krei

Global Head of Compliance Design & Delivery
Capital One

Katie Nelson

Data Scientist Manager-Technical College
Vanguard

Matthew Petrilla

Leadership Performance Consultant, Leadership Development
Liberty Mutual

Michael Reed

Director, Instructional Design & Administration
CIT

Michael Rosenberg

Director, Leadership, Learning & Development
FitchLearning

David Snelus

Head of Americas
Wells Fargo Advisors

Curtis Twombly

Compliance Education Manager
Swiss Re

Pete Vigliotti

VP, Global Sales Training Lead
Invesco

Svetlana Yedreshteyn

VP, Learning & Development
Conference Advisory Board

BNY MELLON

Patty Aquaro

Former Managing Director- Head of Risk & Professional Excellence
Aon Corporation

Linda Cai

Global Head of Learning & Talent Development
JP Morgan Chase & Co.

Bernie Goldstein

Head of Client Skills Training-Americas
Vanguard

Matt Petrilla

Leadership Performance Consultant
CIT

Michael Rosenberg

Director, Leadership, Learning & Development
FIS

Kamaria Scott

Head of North American Learning
WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager
Educational Underwriter
  • 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


Supporting Organization
    Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


Exhibitors
  • 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


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
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