Our Partners

Educational Underwriters

Established in 1999, Launchfire is a leader in game-based engagement and learning. Our Lemonade SaaS is the world’s only all-in-one learning experience platform for financial institutions. Lemonade combines micro-learning, AI, and surgical analytics in a game-based, full- stack platform that learners love.


BetterUp is the first leadership development platform to connect coaching to measurable business outcomes and lasting behavior change. Uniquely scalable and completely turnkey, we match employees at all levels with world-class coaches and evidence-based strategies best suited to your company’s culture, learning styles, and goals. BetterUp is the perfect complement to your traditional training workshops and e-learning programs. The convenience and affordability of our mobile solution means you can offer weekly development sessions to your people, turning newly- learned behaviors into sustainable habits


At Unboxed, we create action-oriented training and technology that measurably improves job performance. We partner closely with clients to develop custom solutions that match their business needs. Our diverse team includes a blend of forward-thinking software engineers, content strategists, designers, relationship managers, and data scientists, who work side by side collaborating and innovating every day. From vision to launch, Unboxed is ready to help your workforce deliver.


Kaplan Professional helps professionals obtain in-demand certifications, licensing and designations that enable them to advance and succeed in their careers. Through live and online instruction, Kaplan Professional provides test preparation, licensing, continuing education, and professional development programs to businesses and individuals in the accounting, insurance, securities, real estate, financial planning, and information technology industries.


Supporting Organizations

Fitch Learning is a global leader in financial education with experience delivering specialized technical training at all levels to the financial community. We offer an extensive portfolio of career enhancing certifications and eLearning, as well as professional development courses and tailored programs. Our training covers an unrivalled breadth of topics, with over 800 courses delivered in person and online globally.



TrainingPros partners with Fortune 1000 companies to provide highly qualified human performance professionals on a contract project basis. TrainingPros is committed to providing the right fit, the first time. TrainingPros local relationship managers work with learning and development organizations and tackle their training resource needs by providing experienced program design, development and delivery contract professionals who have deep expertise in providing solutions to help improve organizational performance.


The SS&C Learning Institute is an education, training and research organization dedicated to the enrichment of investment management professionals and those seeking careers in financial services. Our digital library of online courses and blended programs are used by many of the world’s leading wealth management firms, investment banks, insurance companies, hedge funds, commercial banks and other asset management companies. In addition, the SS&C Learning Institute offers customized learning paths to enhance the business and finance programs of colleges and universities.

The SS&C Learning Institute is a division of SS&C Technologies, a world leader in investment management technology and services for over 30 years. Through its software and services, SS&C manages $45 trillion in assets for over 15,000 financial services firms.


AICPA & CIMA offer learning and development programs for finance and accounting professionals. With over 650,000 members and students in 179 countries, we monitor industry trends and create or update over 1,000 competency-based learning resources each year. Choose our formal Finance Leadership Program or let our learning team design a customized plan to ensure you are investing in the right areas.

We offer hundreds of courses and certificate programs delivered on-site at your facility, at conferences, via webcast or on-demand. Hot topics include:

  • Finance business partnering and communication
  • Data analytics to improve decision-making
  • Internal controls, fraud deterrence and risk management
  • Excel workshops to increase staff productivity
  • Blockchain, cybersecurity and robotic process automation
Finance staff development can help you retain top talent and develop your future leaders. The right learning programs can also help you capitalize on emerging trends, sharpen your competitive edge and transform your business. Make sure that your finance and accounting staff have the skills to help your organization succeed – not just today but in the future.


SweetRush has been collaborating with L&D professionals in the Financial Services industry for over 17 years. In fact, our first eLearning project in 2001 was with one of your peers at the conference...and we’re still working together. We think that says a lot.

Having worked with so many of you for so long, we know and appreciate how tough your job is.

You deserve to find an extraordinary vendor-partner that is committed, innovative, experienced, and knowledgeable about your industry and the challenges you face. We’d like to demonstrate to you that we are that vendor, and very uniquely so.

If you’re looking to collaborate and create innovative and effective learning experiences, our award-winning Custom Learning team (26 Gold Brandon Hall awards in 2017–18) is ready to help you reimagine learning in your organization.

If you’re curious about emerging technologies and eager to experiment, our SPARK team can open up a world of exciting possibilities for you with virtual reality, augmented reality, mixed realities, and artificial intelligence.

If you need exceptional talent to augment your L&D team, our Talent Solutions team has an outstanding bench of professionals who can step in quickly to help make your initiatives happen.

If you view culture as a business imperative, our Cultural Transformation team can engage with your teams, leadership, or the enterprise through high-energy workshops, targeted communications, and change management.
We have lots to share…