2021 Agenda

Speaker Presentations
DAY ONE – Tuesday, October 26, 2021
10:00 am ET / 7:00 am PT

Host & Chairman’s Virtual Welcome

Host:

Denise CiccarelliConference Director, Live & Virtual EventsStrategic Solutions Network

Chairman:

Curtis TwomblyCompliance Education ManagerWells Fargo Advisors

10:05 am ET / 7:05 am PT

Heads of Learning Panel Session

Key Trends Shaping Learning & Talent Development


What is the next chapter for corporate learning? During this session, we will explore some of the key trends taking place in L&D and how they translate into strategy and action. Join us as our panel of talent and learning leaders from the financial services sector will discuss the shifts taking place within the learning organization, and how they are embracing change and opportunity to position their organizations for the future. Topics to be discussed include:

  • Upskilling and reskilling – what are the new workforce and leadership skills needed
  • Long term challenges of remote working and hybrid workforce structures
  • Improving learning experiences and engagement
  • Learning’s Role in DEI
  • Carving a bigger role as strategic business partner
  • Perspectives on what the future of learning will look like

Moderator:

Curtis TwomblyCompliance Education ManagerWells Fargo Advisors

Panelists:

Shawn LewisChief Learning OfficerWells Fargo

Sandy RezendesHead of Global LearningJohn Hancock/Manulife

10:50 am ET / 7:50 am PT

Upskilling and Reskilling Leads to a Flexible Workforce of the Future


The need to focus on preparing employees for the future has never been more apparent. For many businesses, upskilling and reskilling their workforce is essential to meet the changing demands of their customers, while driving retention, increasing diversity and enhancing productivity among their employees.

During this session, Karen Wilson and Karen Humphries will provide an inside look into how Bank of America’s award-winning onboarding, coaching and development program, The Academy, in partnership with the company’s Global Human Resources and Learning & Leadership Development organizations, reskilled and realigned more than 33,000 teammates across the company to help meet its clients’ needs during the pandemic. These job changes enabled teammates to learn new responsibilities and systems, and to work with new teams.

Hear lessons learned and best practices for executing a large-scale redeployment effort, and how this is shaping the go-forward strategy at Bank of America: The flexible workforce of the future.

Karen WilsonSVP, The Academy at Bank of America ExecutiveBank of America

Karen HumphriesSVP, Learning ExecutiveBank of America

11:20 am ET / 8:20 am PT

Preparing for Learning in the Flow of Work


Workflow learning is designed to drive business outcomes and focus on the learner.  During this session, we will examine the various ways to achieve learning in the flow of work and how to put your employees in touch with the right resources at the right time and right place. As learning organizations prepare to manage learning in new ways, it’s important that the operational model for learning is ready to provide seamless learning services to employees – transformation of Learning Operations is as critical as the transformation of learning itself. In this session, we will explore challenges the session participants have seen in the formation of their learning eco-system, and consider the lessons learned in the development of (LxP) environment for a global faculty team.

    Creating the environment for learning in the flow of work
    • Lessons we’ve learned
    • Case Study: Global Leadership Faculty through Social Collaboration
      • Situational Analysis – why change?
      • Infrastructure and Solution alignment
      • The human touch
        • Community Mangers
        • Moderators
    • Build it and they might come – making collaboration come alive

Dan MillerSVP & Financial Services Industry LeaderGP Strategies

11:50 am ET / 8:50 am PT

Learning vs. Change Management: Models, Modalities, and Mayhem


This session will explore the intersection between Learning and Change Management, focusing on the similarities and differences between these disciplines. We will also discuss the potential negative impact of conflating these concepts (i.e., role and project confusion) and how L&D professionals can bring clarity. Finally, the session will address when and how to partner with Change Management Professionals to best sustain change.

Johannah SimonManaging Director, Risk and Regulatory Training & Business Integration LearningCharles Schwab

12:20 pm ET / 9:20 am PT

Personal Development for the L&D Professional


Designed to boost your skills, our Personal Development for the L&D Professional sessions are mini high impact presentations designed to provide easily digestible bite-sized information and tangible take-a-ways for you the L&D professional.

BREAK / NETWORKING / EXHIBIT HALL COMPETITION
12:35 pm -1:30 pm ET / 9:35 am – 10:30 am PT


One of the best parts of attending an event is connecting with other participants and expanding your professional and social network. We’ve incorporated several breaks into the agenda to allow you to connect virtually without missing out on the conference sessions. During this break you can network in the following ways:


VISIT THE VIRTUAL EXHIBIT BOOTHS

Visit our event sponsors to learn about the latest tools and solutions for learning and development executives. Browse through digital material, meet one on one with a sponsor rep, or request a demo.

1:1 MEETINGS WITH SPONSORS AND OTHER ATTENDEES:

You can send an invitation to connect with a sponsor representative or another attendee. If the request is accepted, you can set up a 1:1 video meeting with each other.

LOBBY INTERACTIONS:

Connect with attendees through the event’s virtual Lobby. You can post photos, videos or status updates on the event Feed to help build our community or use the Attendee Chat for casual messaging.


1:30 pm ET / 10:30 am PT

SPEED NETWORKING SESSION


Meet and connect with your peers during our round robin speed networking session. The AI powered system will randomly match you with another learning leader for a three minute 1:1 video chat. Once the timer hits the three-minute mark, you will be re-matched with a new partner. Make 5 new contacts within 15 minutes!

1:45 pm ET / 10:45 am PT

IMPLEMENTING A CONTINUOUS IMPROVEMENT CULTURE TO PRODUCE UNCANNY BUSINESS RESULTS!


During this session, Matt Boschi, Vice President of Training at United Wholesale Mortgage (UWM), will share some of the methods he used to help take UWM from a virtual unknown to a mortgage industry superpower. He’ll cover the best practices his teams have used to not only make UWM, the nation’s top wholesale mortgage lender, but also earned them the # 1 ranking in Training’s top training organizations list of 2021.

This presentation is intended to arm company leaders and training leaders with the tools necessary to successfully implement a learning culture and produce better business results through better training.

In this journey, Matt will explore seven sure-fire methods to deliver better training while simultaneously improving team member performance/business results. He will discuss how to flip-the-classroom into skill-based learning environments and how to get your company to buy into “learner-focused, skill-based training.” You’ll also hear how UWM leveraged the seven plays of the PERFORM model to instill a companywide continuous improvement mindset and conquered the wholesale mortgage lending market.

Matt BoschiVice President of TrainingUnited Wholesale Mortgage

2:15 pm ET / 11:15 am PT

Ramp Reps 5x Faster by Creating Personalized Training at Scale


Lessonly is an enablement solution that helps sales teams onboard at scale, close more deals, and hit quota faster.  Learn how they can help teams improve speed-to-productivity, utilize personalized coaching to streamline professional growth and improve confidence with on- demand practice and skill building.

Rebecca BoyleEnterprise Account ExecutiveLessonly

John LanzVP, Training and DevelopmentLower

2:45 pm ET / 11:45 am PT

Panel Session

USING TECHNOLOGY TO PERSONALIZE LEARNING & DRIVE BETTER BUSINESS RESULTS


Providing learning content based on choice, preference and performance continues to be an important challenge for many L&D organizations. Technology plays a key role in facilitating the advancement of customized learning and improving employee engagement. Our panelists will share how they are leveraging various digital tools to improve the learner experience. Topics of discussion will include:

  • Personalized learning and meeting the expectations of the modern workforce
  • Learning technology that supports customized learning: AI, VR, AR, learning analytics, video, social learning, gamification
  • Barriers to implementing new technology and strategies for overcoming them
  • Future predictions

Moderator:

David Guralnick, PhDPresidentKaleidoscope Learning & International E-Learning Association

Panelists:

Tiffany AbinsayHead of Learning TechnologyCiti

Tricia Inderhees, CPTMLearning & Development Consultant ManagerThe Cincinnati Insurance Companies

Matt PetrillaLeadership Performance Consultant & Head of Team IntelligenceVanguard

3:30 pm ET / 12:30 pm PT

BREAK

3:45 pm ET / 12:45 pm PT

Personal Development for the L&D Professional


Designed to boost your skills, our Personal Development for the L&D Professional sessions are mini high impact presentations designed to provide easily digestible bite-sized information and tangible take-a-ways for you, the L&D Professional.

This session will focus on “Making it Work: The Case for Positive Partnerships.”

#TeamLife is ubiquitous. For L&D professionals, effective partnership can make or break a project. This session will focus on how to operate a spirit of “positive partnership,” and how to identify and mitigate elements of toxic collaboration.

Johannah SimonManaging Director, Risk and Regulatory Training & Business Integration Learning Charles Schwab

4:00 pm ET / 1:00 pm PT

Successful Tips for Setting Managers Up for Success


Are you setting your managers up for success? During this session Kamaria Scott, Manager of Enablement & Engagement shares how FIS is re-examining the manager experience. Hear how they are defining new skill sets, clarifying role expectations, removing obstacles, and focusing on developing managers that can live and thrive during change and ambiguity.

Kamaria ScottManager Enablement and Engagement Lead FIS

4:30 pm EST / 1:30 pm PT

Small Pilot, Big Impact: 10 Major Lessons from a Single Microlearning


For years, the Operations Executive Leadership at Independence Blue Cross has been asking Operations Academy for Training Impact and ROI analyses. And for those years, we couldn't deliver anything beyond a Kirkpatrick Level 2 - Knowledge. We couldn't prove behavior change and we definitely couldn't define true dollars-and-cents impact. Until now.

This case study explores the big impact that a single microlearning had on our organization. The call center within Operations has over 700 agents and using real performance data we were able to pinpoint who needed support in the area of documenting calls. We were then able to deliver a targeted microlearning to those agents to help boost their knowledge and performance.

For the first time, our team was able to deliver the holy grail of proving ROI. But we also learned so much more and we were able to tell a compelling story to leadership and now we're ready to share that story with you!

Emily SheetzLearning Consultant Independence Blue Cross

5:00 pm ET / 2:00 pm PT

Host & Chairman Day One Wrap Up

5:15 pm ET / 2:15 pm PT

Conclusion of Day One

DAY TWO – Wednesday, October 27, 2021
10:00 am ET / 7:00 am PT

Host & Chairman Day Two Welcome

Host:

Denise CiccarelliConference Director, Live & Virtual EventsStrategic Solutions Network

Chairman:

Curtis TwomblyCompliance Education ManagerWells Fargo Advisors

10:10 am ET / 7:10 am PT

Re-thinking Team Training: Building and Nurturing Strong Team Dynamics at Scale


Over the past year, we have all been forced to work, manage, and connect in new ways. The role of middle managers has been especially challenging and stressful as companies are expecting managers to do things they are not equipped to do — manage virtual and hybrid teams, support disengaged and burnt out employees, and navigate difficult social conversations. A recent global Future Forum study showed that middle managers (managing 1-6 people) are 46% less satisfied with their jobs than senior executives (managing at least 15 people). 

The role of the manager is changing and will continue to evolve as working environments become more nuanced and team dynamics are no longer nurtured through a weekly team lunch or monthly happy hour. Combine that with a once-in-a-generation transition that will result in the formation of a 2-tier system — those who work from home and those who show up in the office — and the existing inequities become magnified. Employee churn will continue to hamper productivity and cause headaches for HR and senior business leaders.

The skills that are needed from managers to drive performance and engagement — empathy, well-being, belonging — are communal skills that need to be learned and applied as a team. We can’t solely train managers by extracting them from their teams and then expect them to go back and successfully apply these concepts. We need to support managers by training them alongside their teams, but team training today is only reserved for the top 5% of executive teams through professional facilitators and executive coaches. In this session we will talk about practical approaches for team training at scale to help managers live into the new role they need to play for the 95% of teams that aren’t supported today.

Jonathan SchultzCo-FounderCormentum

Rommie ZatsCo-FounderCormentum

10:40 am ET / 7:40 am PT

High Tech Learning: Leading the Digital Transformation in Workforce Development


In a time where there’s no shortage of technological innovation, there’s an increased need for soft-skills. Automation means employees have the time and capacity to turn from endless paperwork to providing personalized service in addressing client concerns. Simulator technologies are valuable in allowing teammates to practice a deeper understanding and heightened empathy for the events that shape clients’ lives, before they even step into the job, allowing them to be fully prepared for these interactions.

During this session, Keith Bobbitt and Mike Wynn will provide an inside look into how Bank of America’s award-winning onboarding, coaching and development program, The Academy, leverages high-tech tools to empower employees with hands-on practice and interactive coaching before they even step into client interactions. They will discuss how Virtual Reality (VR) Coaching Simulators and AI-Powered Conversation Bots can prepare employees to serve clients in the digital age, where relationship building is more important than ever.

Bank of America’s simulators prepare teammates to advise clients during major life events by putting teammates in immersive situations so they can gain empathy for all situations. During this session attendees will gain insight around the following:

  • Why Bank of America has invested in simulator technologies - Virtual Reality (VR) Coaching Simulators and AI-Powered Conversation Bots
  • The benefits of these technologies, and how they shape real-world interactions
  • How to unlock the power for these technologies for your workforce
Along the way, they’ll share personal anecdotes and takeaways, so learning executives have the tools they need to support their teams in the current environment and beyond.

Keith BobbittSVP, Innovation Team Lead-The Academy Bank of America

Mike WynnSVP, Innovations Design ManagerBank of America

11:10 am ET / 8:10 am PT

Panel Session

Innovating Risk, Compliance & Regulatory Training: Demonstrating Impact


Learning leaders continue to be under increased scrutiny from regulators who not only want to know that training took place but want evidence of the ‘effectiveness’ of that training. And although progress has been made over the past several years, research shows that compliance training continues to struggle with the aged old problem of engagement. During this session, we will explore strategies for engaging the modern learner and solutions to track learning impact and behavior change. We will explore:

  • Engagement strategies for a distributed workforce
  • Collecting and utilizing data to identify risks and compliance hotspots
  • Digital tools that enhance learning and behavior change
  • Measuring impact and providing evidence that learning occurred
  • The ‘art’ of meeting the requirements of Compliance, Audit and Regulators while also delivering impactful training

Moderator:

Patricia AquaroFormer Managing Director- Head of Risk & Professional Excellence BNY Mellon

Panelists:

Stephen EgriClient Director for Financial Services and Insurance – EMEAGP Strategies

Sean FentonExecutive Director, Enterprise Compliance TrainingUSAA

11:55 pm ET / 8:55 am PT

Leadership Development in the Hybrid Workforce


We will examine how traditional leadership development programs are shifting to accommodate remote and hybrid workforces. Learn how your peers are embracing the transformation as an opportunity to rethink and modernize their leadership programs. We’ll explore:

  • What does leadership look like in a long term virtual/hybrid environment
  • Identifying and closing skills gaps to ensure effective leadership
  • Tools and strategies to support leaders across the organization
  • Leveraging technology tools for leadership training
  • Developing diverse and inclusive leaders in a remote/hybrid setting
  • Formal and informal coaching and mentoring programs
BREAK / NETWORKING / EXHIBIT HALL COMPETITION
12:25 pm -1:30 pm ET / 9:25 am – 10:30 am PT


One of the best parts of attending an event is connecting with other participants and expanding your professional and social network. We’ve incorporated several breaks into the agenda to allow you to connect virtually without missing out on the conference sessions. During this break you can network in the following ways:



VISIT THE VIRTUAL EXHIBIT BOOTHS

Visit our event sponsors to learn about the latest tools and solutions for learning and development executives. Browse through digital material, meet one on one with a sponsor rep, or request a demo.

1:1 MEETINGS WITH SPONSORS AND OTHER ATTENDEES:

You can send an invitation to connect with a sponsor representative or another attendee. If the request is accepted, you can set up a 1:1 video meeting with each other.

LOBBY INTERACTIONS:

Connect with attendees through the event’s virtual Lobby. You can post photos, videos or status updates on the event Feed to help build our community or use the Attendee Chat for casual messaging.



1:30 pm ET / 10:30 am PT

Personal Development for the L&D Professional


Designed to boost your skills, our Personal Development for the L&D Professional sessions are mini high impact presentations designed to provide easily digestible bite-sized information and tangible take-a-ways for you, the L&D Professional.

1:45 pm ET / 10:45 am PT

L&D’s Role in Fostering DEI


During this session, we will explore learning’s role in fostering diversity, equity and inclusion, and how to drive those initiatives across the organization. We will examine how to collaborate with D&I and other key partners in your organization to ensure that your L&D programs are aligned with DEI priorities and business outcomes.

Joy JosephDirector of TrainingLiberty Mutual Investments

2:15 pm ET / 11:15 am PT

Panel Session

Onboarding: Increasing Speed to Productivity


Onboarding challenges have grown significantly over the past year and a half.  The pandemic changed—perhaps permanently -- new hire orientation and training approaches.  And as financial services organizations work to get back on their feet post pandemic, new hire ‘speed to productivity’ has taken center stage.   Learn how your peers are building robust onboarding programs which are key to developing and retaining an engaged workforce.  Our panelists will share how they are accelerating the ‘speed to productivity’ process and explore how the lessons learned in 2020 will continue to shape the future of onboarding.  Topics to discuss:

  • Benefits of longer onboarding journeys
  • Strategies to help remote & hybrid new hires feel connected to team and culture
  • Methods of pre-boarding and pre-start training
  • Tech tools that support seamless onboarding and accelerate productivity
  • How much do you invest in onboarding—finding the right ROI balance for your organization
  • What’s next?

Panelists:

Kami Hanson Director, Learning TechnologyLendingClub

Kacie WaltersSVP, HR Learning & DevelopmentNorthern Trust

3:00 pm ET / 12:00 pm PT

Innovations in Early Career Training


Organizations invest a significant amount of money and resources into their entry level training programs. Seen as a fruitful means to filling the talent pipeline of an organization, they aim to develop new hires--with little professional experience-- and equip them with the skills and knowledge they need to quickly thrive and contribute to the company. As the financial service industry continues to evolve and restructure, many organizations are taking a step back to rethink their entry level training strategy. Hear how one organization is bringing innovation to entry level training.

3:30 pm ET / 12:30 PT

Host & Chairman Day Two Wrap Up

3:45pm ET / 12:45 PT

Conclusion of Conference