2020 Agenda

DAY ONE – Wednesday, October 7, 2020
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

Shifting Strategies for the New World of Work
10:05 am ET / 7:05 am PT

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:

Curtis TwomblyCompliance Education ManagerWells Fargo Advisors

Panelists:

Amy HilemanSenior Vice President & Learning OfficerFederal Reserve Bank of St. Louis

Emma DawsonGlobal Head of Learning & DevelopmentCoinbase


Sandra BaglioneHead, Learning & Development Centre of ExcellenceRBC Financial Group

Donald DennisSVP, Learning & Leader Development DirectorHuntington Bancshares Incorporated

10:50 am ET / 7:50 am PT

*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.

David BojarzinSenior Advisor, Emerging Capabilities and Leadership LearningBMO IFL

11:30 am ET / 8:30 am PT

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.

Matt DonovanChief Learning & Innovation OfficerGP Strategies

VIRTUAL ROUNDTABLES & DEDICATED NETWORKING TIME
12:00pm -1:00 pm ET / 9:00am – 10:00am 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 one hour break you can network in the following ways:


ATTEND a VIRTUAL ROUNDTABLE-

Roundtables will run from 12:00pm-12:30 am ET / 9:00am-9:30 am PT


Our small group break outs allow you the opportunity to meet with your peers to share ideas and strategies for the most pressing L&D challenges. Rooms will be limited to 12 participants.

Room 1  - Developing a Risk Culture: Embedding Compliance into Your Company Culture
Room 2  - Maintaining a Strong Learning Culture in a Remote Environment
Room 3  - Measuring Learning Impact and Providing Meaningful Data
Room 4  - Making Remote Leadership Development Work
Room 5  - What Have we Learned about Virtual Learning


SPEED NETWORKING SESSION

This networking session will run from 12:30 am -1:00 am ET / 9:30 am-10:00 am PT


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 10 new contacts within 30 minutes!


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.


1:00 pm ET / 10:00 am PT

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.

Alejandro RodriguezAVP, HR Change Management & Professional LearningNationwide

1:30 pm ET / 10:30 am PT

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

Jennifer ZimmerVP, Sales Development & SupportGlobal Atlantic Financial Group

2:00 pm ET / 11:00 am PT

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:

Aisha Ghori OzakiManager, Inclusive DiversityAllstate

Panelists:

Esayas WuretaInclusion & Belonging ManagerCSAA Insurance Group

Marisa AfzaliDiversity & Inclusion ManagerProgressive Insurance


Curtis BrooksVice President, Content & Curation Strategy U.S. Bank

Kathleen ZemaitisSVP, Advisor Diversity & InclusionLPL Financial

2:40 pm ET / 11:40 am PT

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.

Kamaria ScottHead of Curriculum Strategy and Instructional DesignFIS

DEDICATED NETWORKING TIME
3:10 pm – 3:40 pm ET / 12:10 pm- 12:40 pm PT


During this ½ hour break you can network in the following ways:


SPEED NETWORKING SESSION-

This networking session will run from 3:10 pm – 3:30 pm ET / 12:10 pm – 12:30 pm PT


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.




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.



Leveraging Technology & Data for Learning &Development
3:40 pm ET / 12:40 pm PT

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.

Jamey ParkerSr. Program Manager of Learning ServicesLiberty Mutual Insurance

Michael Reed Director, Instructional Design & Administration-Global Risk SolutionsLiberty Mutual Insurance

4:20 pm EST / 1:20 pm PT

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:

David Guralnick, PhDPresidentInternational E-Learning Association & Kaleidoscope Learning

Panelists:

Linda CaiGlobal Head of Learning & Talent DevelopmentAon Corporation

Matt BoschiVice President, Training,United Shore

Julie McJunkinSales Enablement Operations Manager,Brainshark

ROUNDTABLES & DEDICATED NETWORKING TIME
5:00 pm-5:30 pm EST / 2:00 pm-2:30 pm PT


VIRTUAL ROUNDTABLE

Our small group break outs allow you the opportunity to meet with your peers to share ideas and strategies for the most pressing L&D challenges. Rooms will be limited to 12 participants.
Room 1  - Maintaining a Strong Learning Culture in a Remote Environment
Room 2  - Strategies for Upskilling & Reskilling Your Workforce
Room 3  - How Can L&D Increase Business Impact?
Room 4  - What Have We Learned about Virtual Learning


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 10 new contacts within 30 minutes!


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.



5:30pm EST / 2:30pm PT

Host & Chairman Wrap Up

5:45pm EST / 2:45pm PT

End of Day One

DAY TWO – Thursday, October 8, 2020
10:00 am ET / 7:00 am PT

Host & Chairman Recap

Host:

Denise CiccarelliConference Director, Live & Virtual EventsStrategic Solutions Network

Chairman:

Curtis TwomblyCompliance Education ManagerWells Fargo Advisors

Developing the Future Workforce
10:10 am ET / 7:10 am PT

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.

Brian GontarskiDirector of Learning & Development-Sales ExcellenceMastercard

Paul NiscoDirector of Learning & Development-Sales ExcellenceMastercard

10:45 am ET / 7:45 am PT

Interactive Panel Session- Live Q&A


Best Practice Tools for Managing Teams in the New World of Work


During this session, we will examine how several organizations are utilizing teams for increased productivity, innovation, and competitive advantage. You’ll hear best practice tips and tools for:

  • Improving team effectiveness
  • Boosting team intelligence
  • Manage a remote team—virtual collaboration & overcoming “virtual distance”
  • Developing a healthy trusting environment & a psychological safety net
  • Measuring productivity and performance

Moderator:

Matthew PetrillaLeadership Performance Consultant, Leadership Development Vanguard

Panelists:

Kamaria ScottHead of Curriculum Strategy and Instructional DesignFIS

Brian BosleyVice President, Learning & DevelopmentMarcus by Goldman Sachs

Anna GerberDirector, Academy Leader- FADP WestMerrill Lynch

Andrea HartGlobal HR DirectorCaterpillar Financial Services

Dave RomeroPresident & Co-FounderUnboxed Training & Technology

11:30 am ET / 8:30 am PT

Leveraging Technology for More Effective Training


Modern Employee Training Solutions


Hear how Unboxed partners closely with clients to develop employee training and sales enablement solutions that match their business needs.

Speaker: Representative from Unboxed Training & Technology

ROUNDTABLES & DEDICATED NETWORKING TIME
12:00 pm -1:00 pm ET / 9:00 am – 10:00 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 one hour break you can network in the following ways:



ATTEND a VIRTUAL ROUNDTABLE-

Roundtables will run from 12:00 pm-12:30 pm ET / 9:00 am-9:30 am PT


Our small group break outs allow you the opportunity to meet with your peers to share ideas and strategies for the most pressing L&D challenges. Rooms will be limited to 12 participants.
Room 1  - Fostering Innovation Amidst Rapid Change
Room 2  - Making Remote Leadership Development Work
Room 3  - Strategies for Upskilling & Reskilling Your Workforce
Room 4  - Developing a Risk Culture
Room 5  - Maintaining a Strong Learning Culture in a Remote environment


SPEED NETWORKING SESSION

This networking session will run from 12:30 pm -1:00 pm ET / 10:30 am-11:00 am PT
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 10 new contacts within 30 minutes!


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.



1:00 pm ET / 10:00 am PT

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 information coaching and mentoring programs

Moderator:

Leah Clark Director of Leadership StrategyGP Strategies

Panelists:

Michael Rosenberg Director, Leadership, Learning & DevelopmentCIT

Michelle Tucker Head of Leadership DevelopmentAIG

Christyl L. Murray VP, Firmwide Talent DevelopmentJPMorgan Chase & Co.

1:40 pm ET / 10:40 am PT

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

Dr. Svetlana Yedreshteyn Director of Learning & DevelopmentInvesco

2:10 pm ET / 11:10 am PT

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

Christy Taylor Corporate Trainer & CuratorU.S. Bank

Sauntura JonesLearning Experience DesignAmazon Web Services (formally with U.S. Bank)

2:45 pm ET / 11:45 am PT

Host & Chairman Conference Agenda Wrap Up

DEDICATED NETWORKING TIME
3:00 pm – 4:00 pm ET / 12:00 pm – 1:00 pm PT


Final networking and exhibitor meet up time.


SPEED NETWORKING SESSION

This networking session will run from 3:00 pm – 3:30 pm ET / 12:00 pm – 12:30 pm PT
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.


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.



4:00 pm ET / 1:00 pm PT

Event Platform Closes