Home - 19th Financial Services Learning & Talent Development Innovations

October 2020 Agenda Topics include:

► Successfully Driving Technology for the Remote Worker: Preserving ‘Human’ Connection & Motivation
► L&D’s Role in Fostering Diversity & Inclusion across the Organization: Accountability & Action
► EQ, IQ, Mindset Development to improve Workforce Productivity
► Fostering Learning Agility
►Transforming Leadership Development for the New World of Work
► Data Literacy: Leveraging L&D Metrics and Data
► Change Management Strategies for the L&D Professional
► Effective Tools for Nurturing Teams in Virtual Environment

All New Virtual Conference

There is no doubt the coronavirus pandemic has been a big disrupter for financial service training departments. And while it has presented many challenges, it has also provided an opportunity for change and innovation. As learning leaders, we’ve been forced to quickly adapt to shifting business priorities. We’ve had to become more flexible, more agile and more creative. Once a slow growing trend, remote working has accelerated and changed the way we conduct business. But this may not be a temporary change. It is unlikely that we will return to our old way of working anytime soon… or if at all. Moving forward, many organizations will ultimately retain a larger remote workforce than ever before. How will your L&D team adapt and innovate?

During this unique conference, learn how your peers are shifting L&D strategy to reflect the “new normal.” You’ll hear how many are embracing this transformative time with a renewed focus on challenging the status quo of traditional programs. Discover how leading edge organizations are rethinking and improving learning and development, enabling them to thrive in the new future of work.

October 2020 Speakers

PROGRESSIVE INSURANCE

MARISA AFZALI

Diversity & Inclusion Manager

RBC FINANCIAL GROUP

SANDRA BAGLIONE

Head, Learning & Development Centre of Excellence

BMO IFL

DAVID BOJARZIN

Senior Advisor, Emerging Capabilities & Leadership Learning

UNITED SHORE

MATT BOSCHI

Vice President, Training

Marcus by Goldman Sachs

Brian Bosley

VP, Learning & Development

U.S. BANK

CURTIS BROOKS

VP, Content & Curation Strategy

AON CORPORTION

LINDA CAI

Global Head of Learning & Talent Development

GP STRATEGIES

LEAH CLARK

Director of Leadership Strategy

COINBASE

EMMA DAWSON

Global Head of Learning & Development

HUNTINGTON BANCSHARES INC.

DONALD DENNIS

SVP, Learning & Leader Development

GP STRATEGIES

MATT DONOVAN

Chief Learning and Innovation Officer

Merrill Lynch

Anna Gerber

Director, Academy Leader- FADP West

ALLSTATE

AISHA GHORI OZAKI

Manager, Inclusive Diversity

MASTERCARD

BRIAN GONTARSKI

Director of Learning & Development

IELA & Kaleidoscope Learning

David Guralnick, PhD

President

Caterpillar Financial Services

Andrea Hart

Global HR Director

FEDERAL RESERVE BANK OF ST. LOUIS

AMY HILEMAN

SVP & Learning Officer

AMAZON WEB SERVICES

SAUNTURA JONES

Learning Experience Design, WWRO Sale Enablement

Brainshark

Julie McJunkin

Sales Enablement Operations Manager

JPMorgan Chase & Co.

Christyl L. Murray

VP, Firmwide Talent Development

MASTERCARD

PAUL NISCO

Director, Learning & Development

Liberty Mutual Insurance

Jamey Parker

Sr. Program Manager of Learning Services

VANGUARD

MATTHEW PETRILLA

Leadership Performance Consultant, Leadership Development

LIBERTY MUTUAL INSURANCE

MICHAEL REED

Director, Instructional Design & Administration-Global Risk Solutions

NATIONWIDE

ALEJANDRO RODRÍGUEZ

AVP, HR Change Management & Professional Learning

Unboxed Training & Technology

Dave Romero

President & Co-Founder

CIT

Mike Rosenberg

Director, Leadership, Learning & Development

FIS

KAMARIA SCOTT

Head of Curriculum Strategy & Instructional Design

U.S. BANK

CHRISTY TAYLOR

Training Officer, Corporate Content Curation & Strategy

AIG

MICHELLE TUCKER

Head of Leadership Development

WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager

CSAA INSURANCE GROUP

ESAYAS WURETA

Inclusion & Belonging Manager

Invesco

SVETLANA YEDRESHTEYN, PSYD

Director of Learning & Development

LPL FINANCIAL

KATHLEEN ZEMAITIS

SVP, Advisor Diversity & Inclusion

Global Atlantic Financial Group

Jennifer Zimmer

VP, Sales Development & Support

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

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

Platinum Sponsor

Silver Sponsor

Bronze Sponsor

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