7:00 |
Registration & Continental Breakfast |
8:00 |
Chairman’s Welcome
Curtis TwomblyCompliance Education ManagerWells Fargo Advisors |
8:15 |
HEADS OF LEARNING PANEL:The Future of Learning in a Hybrid World: Evolving and Optimizing Approaches to Learning & Development in the Post Pandemic EraOur panel of L&T leaders will explore the role and evolving nature of learning from a big picture perspective. Learning organizations have gone through major transformation over the past 2 years. Our panel will discuss critical aspects of the changing workplace, culture and workforce including all the moving pieces from a strategic and tactical point of view. Topics for discussion include:
Moderator:Curtis TwomblyCompliance Education Manager Wells Fargo Advisors Panelists:Suzy KalsowVP Learning and Development Bank Midwest Jaime DiGirolamoCareer Development Manager Boston Consulting Group Kirsten JacksonDirector, Enterprise Learning & DevelopmentMetLife Benjamin Duffy AVP Digital Learning and Knowledge ManagementUNUM |
9:15 |
CASE STUDY ON BANK OF AMERICA - VOICES: Employee Onboarding Experience and Growth MeasurementYour people are your most important asset, and it's more important than ever to meet the needs of employees, continue engaging with them and understanding their sentiment.During this session, Mike Winters will provide an inside look into how Bank of America's award-winning onboarding, education and professional development organization, “The Academy”, launched a dynamic platform to drive accountability and continuous improvement by gathering teammate feedback on their learning program experiences. Hear more about Teammate Voices from “The Academy” Design Program Manager, including:
Mike WintersAcademy Design Program ManagerBank of America |
9:50 |
CASE STUDY ON VISA SALES TEAMS – A Story About Back to Basics: How to Make Our Teams More Visa and Client Ready
Visa has been on the forefront of payments innovation since its beginnings as an Association of Banks. From the time it went public in 2007, it’s been a spectacular ride; profits have soared and business has boomed. We are today according to a recent article in the Economist, probably the most successful Financial Institution in the world, accounting for over 15% of global GDP..
Arun BediSenior Director, Sales Excellence and Leadership DevelopmentVISA |
10:25 |
Morning Refreshment Break
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10:55 |
PANEL: Workforce Development & Employee Experience in the Hybrid world: Skill-based Learning and Development in the Era of “The Great Resignation”Bringing a skill based learning culture to an organization. In the vein of the Great Resignation – how we are creating a learning culture that attracts people, so that as an organization you net positive.
Moderator:Bill KennellyBanking Services Senior Learning Program Manager M&T Bank Panelists:Debbie WooldridgeFounder & CEOttcinnovations Joy JosephTraining ManagerLiberty Mutual Investments Amy YorkDirector, Product Training and Communications Silicon Valley Bank Cheryl Jackson, PhDOrganization Design & Change Practice Lead GP Strategies |
11:55 |
CASE STUDY RUSSELL INVESTMENTS: Football Players Practice Before the Big Game, Does Your Team?When football players get ready for their big games – they practice hours ahead of time to learn more about their opponents, find better ways to communicate as a team to create the plays and ultimately win! Now, think about this from the stand point of your sales team. If they don’t practice regularly, they are not operating at their highest potential to be at their best for each other and for the client! For a team to be effective, we need to create a culture of learning to hone our craft with new skills, strategies, and communications to win the next client and make the next sale. Join Dawn Lewis, Training & Development at Russell Investment in an interactive conversation to go through a few case studies around creating a culture of training that will help you attract, develop, and retain your talent and your clients! Topics covered include:
Dawn Lewis Manager Training and DevelopmentRussell Investment Management |
12:30 |
Networking Luncheon
|
1:45 |
CASE STUDY ON BANK MIDWEST: Enhance Employee Satisfaction and Business Results Through a Behavior Style ProgramDo you ever sit in meetings and wonder, “What is wrong with him/her?” In this unique case study from Bank Midwest, you will learn how understanding behavior styles can help you see others not as wrong, but different. In the best-case scenario, you will realize you actually NEED those different styles on your team to be the most effective. Assessing and understanding style differences help leaders build trust and respect within a team, which is paramount to creating an environment where productivity is at its highest.
Suzi KalsowVP Learning and Development Bank Midwest |
2:20 |
CASE STUDY: Developing Talent in an Era of Uncertainty: Preparing Current Talent for the Future
A Case Study on how MetLife is championing employee engagement and growth opportunities through learning.
Take a tour of two of MetLife’s Cornerstone Global Development Programs and explore how data, experimentation,
and collaboration all play key roles in creating and executing these award-winning programs.
Kirsten JacksonDirector, Enterprise Learning & DevelopmentMetLife |
2:55 |
Effective Strategies for XR Development in Learning
Commercial solutions for the development, distribution, and consumption of XR learning solutions have made a strong emergence in the L&D space. But sometimes it can be difficult to know where and when a Virtual Reality, Augmented Reality, or Mixed Reality solution will be beneficial for your learners. During this session we will take a look at some examples that the GP Strategies team has deployed and discuss successes, challenges, and things to consider when you are thinking about entering the virtual world.
Tom Pizer Director of Learning Technologies GP Strategies |
3:30 |
Afternoon Refreshment Break
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4:00 |
The Aftermath of the Pandemic: The Hybrid Meeting & Training EnvironmentIn the aftermath of the pandemic where virtual events became the only way to continue to have meetings, complete training, and further personal development your eyes were probably opened to a whole new level of virtual engagement. Now that the pandemic is starting to give way to live meetings you are facing some new challenges. The major challenge are the participants who are still uncomfortable traveling and/or meeting live. That is one of the major challenges Jeff Taylor faced with an event he was planning last spring. During that event we developed an integrated training and technology plan that allowed him to conduct an interactive training session ensuring social distancing and ensuring that those participants who were uncomfortable traveling were able to meet the same objectives as those live, including breakout sessions and conducting teach backs between live and virtual participants flawlessly. During this case study we will detail the training and technology design that was able to result in a successful integrated training session. The learning objectives:
Lee DeanerPresident Leading Edge Training Solutions Jeff TaylorDirector, Learning and Development Harmony Biosciences, LLC |
4:30 |
How Learning & Development Groups Can Leverage the Growth of the Gig Economy
The role of the gig worker has transformed as companies staff up in the post-pandemic era.
In this session we’ll explore how L&D gig workers and vendors can be utilized to build responsive training organizations to deliver a variety of programs such as compliance and regulatory programs, DEI initiatives, and new hire onboarding, all while meeting the demands of ever-changing policies, laws, and financial services regulations.
Pete EnestromCEO & Founder Learnexus Colette McGonagle Learning Consultant Learnexus |
5:00 |
Transforming Leaders for the Future of WorkThe future of work continues to challenge managers to evolve their approach to people leadership to fully embrace flexibility and leading hybrid teams. Beyond learning interventions, successful transformation efforts need to support the transition from how they lead today to how they will lead in future. This session shares how elements of human-centered design can be used to create truly transformational experiences to help people leaders embrace the “what” and “how” of leading the workforce of tomorrow. During this session attendees will:
Kamaria ScottEmployee Experience Sr. Manager Accenture |
5:35 |
Networking Cocktail Reception |
7:00 |
Continental Breakfast |
7:55 |
Chairman Recap of Day One |
8:00 |
CASE STUDY ON VANGUARD: The Team Intelligence Offer: Harnessing the Power of Teaming to Create High Performing Teams: The Key to Team Health and ProductivityCase Study on how Vanguard has been building– the Team Intelligence Offer – which are a series of consultations, interventions and measurements, designed to help their global employees understand the power of teaming and team health and to help them to see the link with performance management. In our current, rapidly evolving, post-pandemic work environment, organizations are looking to high-performing teams to continue to surface as a key factor and overarching theme to enhance productivity. Efficiency, engagement, trust, productivity, and innovation all flourish amidst high-performing teams. Learn from Vanguard, how the Team Intelligence offer was critical in transforming team environment into a healthy, engaged, trusting, and effective unit that’s greater than the sum of its parts. Key topics include:
Matt Petrilla Leadership Performance Consultant & Head of Team IntelligenceVanguard |
8:35 |
TECHNOLOGY PANEL: Leveraging Technology in the Hybrid Era: How Technology Can Best Support the New Hybrid WorkspaceTopics discussed will include:
Moderator:David Guralnick, Ph.D.President & CEO Kaleidoscope Learning Adjunct professorColumbia University Panelists:Mike WynnSr. Vice President Innovations Bank of America Andrew ShieldsAssociate Director, Learning Solutions KPMG Neha GuptaCEO True Office Learning (a Learning Pool company) Sean McMannSenior Director of Sales, EnterpriseKaltura |
9:35 |
CASE STUDY ON 1st SOURCE BANK: How We Advanced Leadership Skills by Creating a Hybrid Leadership Program: LEAD (Leadership Education and Development)How do you ensure that current and future leaders move away from reactively managing leadership or culture-fit issues and move to proactively ensuring the organization’s mission, vision, and values are deeply engrained in future senior leaders? Beginning leaders were always provided the basic support and training when becoming a first-time or newly promoted manager within 1st Source Bank. When an analysis of the management curriculum was completed, a gap existed for mid- to upper-level managers. The Talent Development team designed and developed an enhanced leadership program called LEAD, that extends beyond the basic core principles of management and moves to accelerated principles of leadership, coaching, and change management that closes the gap. This 15- month leadership program involves six topics in a hybrid setting to meet the needs of leaders representing different business units across their geographical footprint. In this case study style presentation, you will learn about the program, the processes, methods, and metrics used, along with the challenges faced to launch on time. Topics of this case study include:
Margie DeCraene Talent Development Senior Specialist, and Instructional Designer, Human Resources1st Source Bank |
10:10 |
Morning Refreshment Break |
10:40 |
MINI WORKSHOP: Skills-Based Development Training for Managers: The Many Hats of an L&TD ManagerIn the current hybrid climate, with constantly shifting roles, managing your employees in different physical spaces can be exhausting. How do you develop the skills of your employees and promote the right people. This mini workshop will help you develop as a manager into a coach and will give you some valuable exercises to take back to your organization. Topics include:
Bernie GoldsteinExecutive Director, Head of Asset Management North America Client Skills Training & Python Center for InnovationJP Morgan Chase & Co. |
11:15 |
CASE STUDY: Digital Journey at Unum to Centralize and Professionalize their Approach to Delivering Great Learning and Knowledge Experience at the Speed of NeedOur interactive roundtable discussions will center around the latest industry trends. You choose the topics that are of most interest to you. Each table will consist of 8-10 participants and a moderator. Find solutions to your pressing challenges and share your experiences with your peers in this thought-provoking session. Prior to the conference we will survey attendees to ensure we are hitting the topics of most interest to you. Possible topics include:
Benjamin Duffy AVP Digital Learning and Knowledge ManagementUNUM |
11:50 |
TECHNOLOGY: Reimagining Online Learning: Using Technology to Design Human-Centered Learning ExperiencesNow more than ever, technology plays a central role in learning and development. But how can the uses of technology for learning and performance purposes expand and grow? Existing technologies as well as new technologies such as virtual reality (VR), augmented reality (AR), and artificial intelligence (AI), provide opportunities for us to create a wide variety of experiences that can improve learning and performance, many of which feel substantially different from traditional online learning experiences. In this session, we’ll explore approaches to designing online and hybrid learning experiences that are effective and engaging, and feel meaningful to their audience. We’ll approach experience design from a holistic perspective that leverages research from various fields. The session will include demonstrations of examples of successful technology-based learning and performance experiences. Topics covered in this session will include:
David Guralnick, Ph.D. President and CEOKaleidoscope Learning Adjunct ProfessorColumbia UniversityPresident International E-Learning Association, NY |
12:25 |
Conference ends |