THEMES FOR APRIL 2019 CONFERNCE AGENDA

►Leveraging the digital landscape for more effective L&D
► Using metrics and measurements to communicate L&D’s strategic value
► Applying agile methodology to today’s learning function
► Veteran transition training and development programs
► Skill development for front line staff that enhances the customer experience
► Auditing your risk culture and rethinking compliance training
► Modernizing leadership development to effectively feed the talent pipeline
2019 Speaking Faculty

BNY Mellon

Patty Aquaro

Managing Director- Head of Risk & Professional Excellence
BMO Financial Group

David Bojarzin

Senior Advisor, Emerging Capabilities & Leadership Learning
Bank of America

Patricia Furbush

VP, Learning Manager
MetLife

Adam Girard

AVP, Global Learning & Development, Head of Learning Technology
Travelers

Becky Goldberg

Training Manager
Fidelity Investments

Jessica Gotwalt

Director of Apprentice Development
Kaleidoscope Learning & IELA

David Guralnick, PhD

President
Bank of America Merrill Lynch

Julie Harris

Head of GTS Business Banking & Global Banking Mobile Strategy
World Bank Group

Sheila Jagannathan

Head of Open Learning Campus
M&T Bank

Bill Kennelly

Administrative Vice President - Banking Services
Unboxed Training & Technology

Kirsten Knull

Chief Revenue Officer
BNP Paribas

Jeffrey Langa

VP, Compliance Training
BB&T

Rick At Lee

SVP, Learning Design & Development Manager
Launchfire

Romeo Maione

Program Designer & Strategist
Blue Cross Blue Shield of North Carolina

Brian McGrath

Director, Learning Design & Development
TIAA

Anne Patterson

VP, Head of Executive & Leadership Development and Executive Coaching
Bank of America

Aaron Polsgrove

SVP, Diversity & Inclusion
Citizens Bank

Sandy Rezendez

Head of Strategic Onboarding
Unboxed Training & Technology

Dave Romero

Co-Founder and President
Kaplan Professional

Dr. Tim Smaby, PhD, CFA, FRM

Executive Director, Learning & Professional Development
Fitch Learning

David Snelus

Head of Americas
The Guardian Life Insurance Company

Kathy Tague

AVP, Head of FR Learning & Development
LPL Financial

Dr. Lisa Toppin

Vice President, Chief Diversity Officer
Unum

Johanna Thoma

Director, Learning and Performance Development
Fidelity Investments

Carol Tringali

Director, Enterprise Compliance Training
Wells Fargo Advisors

Curtis Twombly

Compliance Education Manager
Esurance Inc.

Gabriel Urrea

Director, Corporate Learning
BetterUp

Allison Yost, PhD

Senior Behavioral Scientist
Conference Advisory Board

BNY MELLON

Patty Aquaro

Managing Director- Head of Risk & Professional Excellence
JP Morgan Chase & Co.

Bernie Goldstein

Head of Client Skills Training-Americas
AXA-Equitable

Joy Joseph

former Head of Learning, Culture, Engagement, Branding, Diversity & Inclusion
CIT

Michael Rosenberg

Director, Leadership, Learning & Development
Vanguard

Matt Petrilla

Leadership Performance Consultant
WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager
Educational Underwriters
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


Supporting Organizations
  • 16th Financial Services Learning & Talent Development Innovations


Exhibitors
  • 16th Financial Services Learning & Talent Development Innovations
  • 16th Financial Services Learning & Talent Development Innovations
  • 16th Financial Services Learning & Talent Development Innovations


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
RAVE REVIEWS FROM
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