2020 Agenda

Host & Chairman’s Virtual Welcome

Kick Off Session - Heads of Learning Panel—Live Q&A!

Navigating the New Normal for Learning & Talent Development

Our panel of learning leaders will share how they are supporting their organizations through the many changes caused by the COVID-19 pandemic. They will discuss how they are reshaping training strategies, developing today's remote learners, and preparing for the new world of work. Discussion points will include:

• Leading with and fostering an agile mindset
• Acceleration of digital transformation—successes and battle scars
• Meeting the challenges of a remote workforce such as sustaining your culture of learning, redesigning on-the-job training, and keeping employees feeling connected
• What impact has the economic downturn had on L&D?
• Perspectives on what the future of learning will look like

Moderator:

Panelists:

*Interactive Session - Assess Your Own Learning Agility*

Learning Agility: The Superpower for an Ever-Changing World

IQ, education and hard work are no longer tickets to success. Today, our employees’ ability and willingness to learn quickly and apply that learning under new conditions is the real difference- maker. This session introduces the concept of Learning Agility, illustrates its importance in a constantly changing world, and provides an opportunity to assess your own current level of Learning Agility. It also provides a glimpse at what BMO Financial Group is doing to foster Learning Agility and a culture of curiosity among its employees.

Re-thinking Traditional Strategies

Building Future Workforce Skills and Systems to Support Them

With all of the disruption across industries, workforce needs are rapidly evolving - from the way we collaborate, communicate, and integrate with technology, to the way we attract and retain talent. We need to re-think our traditional strategies to not only survive the disruption, but also thrive.

In this session, we will explore key skills for the workforce of the future and the learning ecosystem to support them. By design, this will be an engaging and interactive session, focusing on the art of the possible to meeting the needs of the future.

A Reskilling/Upskilling Change Management Case Study

Effective Change Management Demands Multiple Levers, Including Learning

We’ve all read the headlines. The future of work is changing. The skills that will be critical in the future are probably not the skills that have brought us this far. In fact, we know that the half-life of skills is anywhere from two to five and a half years. Organizations need a continuous learning culture to ensure that their talent remains viable and the company remains competitive. Through rigorous external and internal benchmarking, Nationwide identified the key skills that would enable it to execute on its bold strategy as it approached its centennial. Visionary leadership led to a $160 million board-sponsored investment in the Future of Work. One hundred percent of its associates would be upskilled over a five year period, and 25 percent of associates who were in roles at risk from automation would be reskilled into roles that would be in demand in the future. The expectation was that the initiative would pay for itself through improved retention and avoiding separation costs from associate reductions in force. What brought it all to life? A robust change management strategy that pulled numerous levers, including learning. In this session, hear how these levers work together to drive organizational behaviors and success.

Driving Growth & Innovation

Evolving Your Training Program to Increase Sales Success in a Virtual Environment

With growing client expectations and an increasingly complex marketplace, it is essential to keep advisors’ selling skills and product knowledge up-to-date. The COVID-19 pandemic has added a new level of complexity when it comes to training, requiring teams to work from home, yet somehow stay informed and connected. Jennifer Zimmer will describe how Global Atlantic evolved its training program by leveraging innovative learning and enablement tools that met the needs of the entire team. This session will explore:

• The importance of executive buy-in and tips to help you get support from the top down
• How to involve the executive team in content creation to maximize adoption and engagement
• Strategies for teaching your sales force how to utilize technology tools to increase sales team effectiveness in a virtual environment

Interactive Panel Session –Live Q&A with our D&I Leaders!

Learning’s Role in Advancing Diversity and Inclusion

During this session, we will examine learning’s role in advancing D&I within your organization. Topics for discussion include:

• L&D and D&I collaborations and partnerships
• Creating a learning environment that fosters diversity and inclusion
• Strategies for developing inclusive leaders
• Accountability
• Creating and sustaining real behavior change

Moderator:

Panelists:

Improving Leader Capabilities

The Journey to Excellence – Creating a Culture of Great People Leaders

Creating strong people leaders is critical to organizational success. This session shares FIS’ journey and unique approach to uniting 7,000 managers around a common view of excellence and enabling them to lead engaged and high performing teams. During this talk, Kamaria Scott, Head of Curriculum Strategy and Instructional Design, will share how FIS uses learning, a defined change approach, and evidence-based leadership to improve people leader capabilities and spread behavior change across the organization. You’ll hear how far FIS has come on its journey, the outcomes that have been achieved this far and what steps other organizations can take to adopt a similar approach.

Learning Data Case Study

Measurement & Evaluation: Using Business Data to Show Impact

Learning leaders are under increasing pressure to provide hard data that shows a relationship between learning activities and business outcomes. We’ll share an innovative approach that we’re using to create a methodology, process, and infrastructure that begins to tie learning to business impact. We’ll also explore how to identify the right data sources for your organization and how to store data in a centralized, integrated, automated, and scalable environment. Join this session to:

• Determine the data sources that are appropriate for your organization.
• Understand your needs for data storage and usage.
• Identify next steps for collecting and storing data.

Interactive Panel Session – Live Q&A!

Successfully Driving Technology for the Remote Worker: Preserving Human Connection & Motivation

This panel will examine the impact remote working is having on the learning function and how by successfully utilizing technology you can achieve and surpass your L&D goals. Our learning leaders will examine:

• Challenges and opportunities of an increased remote workforce
• Choosing the best delivery tools and systems for your L&D programs
• Tips for sustaining a strong learning culture in a remote environment
• Does ‘learning in the flow of work’ work virtually?
• Strategies for preserving the “human connection”
• Pitfalls and lessons learned

Moderator:

Panelists:

Host & Chairman Wrap Up

End of Day One

Host & Chairman Recap

Elevating Product Knowledge- A Sales Training Case Study

Mastercard’s Priceless Blended Learning Model: Reinventing the Sales Training Experience

Brian Gontarski and Paul Nisco, Directors of Learning & Development, will share how Mastercard developed an internal sales certification program to help boost product knowledge.

Interactive Panel Session- Live Q&A

Best Practice Strategies for Managing Your Team in Today’s New World of Work

The pandemic has accelerated and shifted priorities for many organizations.  How we manage and develop our teams today is very different from what we were doing just several months ago.   During this session, we will explore that shift and share successful tools and techniques for supporting our teams in a virtual environment.   Topics will include:

• Innovations in team development and effectiveness pre-covid and how that has shifted
• Team leadership --enabling productivity and performance in your remote teams
• Formal and informal engagement strategies to keep the human to human connection
• Where do we go from here—is this our new norm?

Moderator:

Panelists:

Chairman Recap

Leveraging Technology for More Effective Training

Can Virtual Learning Be As Good As In-Person?

The COVID-19 pandemic has caused unparalleled disruptions for learning leaders. And, that’s a good thing. We now have an opportunity to rapidly accelerate our virtual capabilities both through technology and content to deliver virtual learning experiences that are just as good as in-person experiences.

During this session, Dave Romero, President at Unboxed Training & Technology will share insights gathered from Fortune 500 companies across multiple industries along with examples of how to modernize your virtual training capabilities.

Interactive Panel Session—Live Q&A

Remodeling Leadership Development for the Next Decade

The many changes occurring in the financial services landscape today are forcing companies to rethink their leadership development practices. Hear how your peers are modernizing their leadership programs as they embrace business transformation.

• What abilities do future leaders need to be effective?
• What does leadership look like in a virtual environment?
• Strategies for sustaining behaviors
• Leveraging technology for leadership training
• Developing diverse and inclusive leaders
• Formal and informal coaching and mentoring programs

Moderator:

Panelists:

Holistic Approach to Performance

Redesigning Performance Management: An Agile Approach that Drives Alignment and Empowers Employees

Research shows that employees crave feedback and often feel like they don’t receive enough of it. In response to similar feedback from our employees, Invesco has shifted their approach to performance management to a model that is more agile, nimble, and creates opportunities for employees to receive continuous feedback throughout the year. The approach focuses on empowering employees to take the lead in their growth and development by scheduling and driving Quarterly Check In conversations. The firm has also started to shift away from heavily using performance ratings, which can be subjective and biased, to a structure that promotes a more holistic and objective view of performance. During this session, Dr. Svetlana Yedreshteyn, Director of Learning & Development, will share some of the ways Invesco has:

• Redefined and redesigned performance management
• Implemented the new approach within the firm
• Leveraged change management principles to drive adoption as well as lessons learned along the way

Closing Address –Live Q&A!

Building Your Talent EcoSystem

As industries progress, employee development expectations evolve, and the nature of work changes, how are you preparing your organization for the future of work? How can you better support the developing needs of your employees? Ensuring your organization has the best talent to stay competitive, your leaders are clear on the skills and capabilities they need for the future, your employees have the tools necessary to advance their careers and your leaders know how to support their development are daunting efforts.

Industry research shows the best Talent Leaders prepare and provide support for these efforts by creating Learning Ecosystems that are simplistic and virtual. Ecosystems that systematically and seamlessly connect all parts of the learning and development function, and at the same time keep both employee and organizational needs at the core.  Learn how US Bank is building their learning

Host & Chairman Conference Agenda Wrap Up

Event Platform Closes