2019 Speakers

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
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
Wells Fargo Advisors

Curtis Twombly

Compliance Education Manager
BetterUp

Allison Yost, PhD

Senior Behavioral Scientist
Speakers Biographies


Patty Aquaro

Managing Director- Head of Risk & Professional Excellence
BNY Mellon

Patricia E. Aquaro is Managing Director and Head of Risk & Professional Excellence within Global Talent & Development at BNY Mellon. She is responsible for developing learning solutions to cultivate a strong risk culture and enhance the professional skills of employees across the company. Previously, Ms. Aquaro was Credit Portfolio Manager for Broker-Dealers, Alternative Funds and Finance Companies in the Global Financial Services Credit Division. In 2007, she concluded a high-priority initiative for the division by establishing a central group to manage affiliate relationships across the institution and ensure compliance with Regulation 23 A & B, which governs transactions between a bank and its affiliates. She was also responsible for the integration of existing portfolios and new credit exposures resulting from the merger of The Bank of New York and Mellon Financial.

After completing the Bank’s formal credit training program, she joined Global Client Management and developed a new centralized credit underwriting function for the North American Banks Division. She subsequently implemented this model across all groups within Financial Institutions. Ms. Aquaro joined The Bank of New York Mellon in January 1996 through the acquisition of JP Morgan’s global custody business.

Ms. Aquaro is an active member of WIN, BNY Mellon’s Women’s Initiative Network, and a member of The Women’s Bond club. Previously, Ms. Aquaro served as a member of the Financial Institutions Portfolio Management Committee and as a Steering Committee member for BNY Mellon’s Tri-party Market Practices Reform Initiatives. For three consecutive years she served as the Co-Chair of the Annual Women United in Philanthropy Luncheon committee and also served as Secretary on the Board of Directors for CMCAS – Capital Markets Credit Analyst Society.

Ms. Aquaro earned her B.A. degree in Mathematics from Manhattan College and currently resides in Manhattan, New York.

David Bojarzin

Senior Advisor, Emerging Capabilities & Leadership Learning
BMO Financial Group

Patricia Furbush

VP, Learning Manager
Bank of America

Pat Furbush is a Vice President at Bank of America where she leads the efforts to provide customized education for veterans and active military. She manages content and programs for newly hired veterans transitioning form the military to the corporate world, as well as a 5 month

development program geared toward helping veterans broaden their network, build skills, and enhance their career.

Pat began working at Bank of America in 2004 as a Learning Manager as part of the acquisition of FleetBoston Financial, which she joined in 2000. Prior to that, she held various leadership and learning positions at the Bank of New York.

Pat graduated from Utica College with a B.S. in History.

She volunteers at the VA Medical Center in Perryville, MD with the Bank’s Military Support and Assistance employee network. Pat has 3 grown children, one grandson and lives in Newark, Delaware.

Adam Girard

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

Adam is responsible for the learning technology strategy at MetLife. As part of the Global Learning & Development team he has accountability for both the learner facing systems and the tools the broader L&D community uses. He has over 25 years of experience in learning and development with a majority of that time consulting on how to best leverage technology to enhance the learner experience and knowledge transfer. One of his key goals is to gain efficiencies for his L&D colleagues by leveraging technology. In prior roles he worked for Bank of America, Deutsche Bank and Morgan Stanley, where he worked to standardize the learning technology infrastructure and implement various technology tools, including multiple Learning Management Systems.

Becky Goldberg

Training Manager
Travelers

Rebecca Goldberg has been involved in internal training at Travelers Insurance for more than a decade. She’s worked on all levels of training planning, design, development, and delivery, presenting a wide range of topics (from application training to soft-skill development) to diverse audiences (entry-level to executive). She strives to deliver training products that motivate learners to seek out educational experiences, and which use technology as a tool for increasing knowledge transfer and retention.

Jessica Gotwalt

Director of Apprentice Development
Fidelity Investments

Jessica has over 15 years management experience in talent management and HR functions in the financial services industry. She is a director of Apprentice Development at Fidelity Investments, coaching top talent through two years of business rotations. Prior to that, she was Global Director of Associate Relations in Leap, Fidelity’s program for new technologists which on-boards over 500 college students each year. She started her Fidelity career in January 2006 in client services and entered Fidelity's General Management Apprentice Program in 2008

where she worked in operations, finance, communications and advertising and staffing. Jessica is an enthusiastic, adaptable, results oriented leader with extensive experience in project, people and relationship management. Jessica is a passionate and active traveler who bikes, hikes and rafts at every available opportunity. When not planning her next trip, she enjoys her Raleigh community and recently renovated 1875 Victorian home. Jessica graduated from University of Florida with a B.S. in Public Relations and received her executive MBA at UNC.

David Guralnick, PhD

President
Kaleidoscope Learning & International E-Learning Association

David Guralnick has been a recognized leader in the field of computer-based and online learning for over twenty years, specializing in the design of "user experiences" in e-learning. His contributions to the field of e-learning include the creation of the first online learn-by-doing simulation training course for corporate use (in 1993), and the first e-learning authoring tool to allow trainers and subject matter experts to create rich e-learning products on their own (in 1995). He has since designed numerous online learning methodologies for both training and performance-support goals, and has been the recipient of awards from several national and international organizations, including Brandon-Hall.com, the Society for Applied Learning Technology (SALT), and the International Association for the development of an Information Society (IADIS). He is a regular keynote speaker at industry conferences, and holds a Ph.D. from Northwestern University, where his work synthesized concepts in artificial intelligence, education, software usability, and cognitive psychology.

David serves as an Adjunct Professor at Columbia University's Teachers College; was the founding chair of the E-learning Group for ASTD-NY, the American Society for Training & Development (2002-2009); was chair of the International Conference on E-Learning (2006 and 2007) and the founding chair of International Conference on E-Learning in the Workplace (2008- present); and is president of the International E-Learning Association (2007-present). Further information about David, including lists of his awards, publications, and talks, can be found at www.davidguralnick.com. David was a founder of Kaleidoscope Learning and has been with the company since its inception in 1998.

Julie Harris

Head of GTS Business Banking & Global Banking Mobile Strategy
Bank of America Merrill Lynch

Julie Harris is head of GTS Business Banking and Global Banking Mobile Strategy at Bank of America Merrill Lynch. Leading GTS Business Banking, Julie oversees the delivery of treasury, liquidity, trade, and custody and agency solutions to US-based commercial and institutional clients. In her other role, Harris is charged with developing and executing the Mobile Strategy for Global Banking.

Previously, Harris was the Enterprise Credit Risk Information Strategy and Allowance Executive in Global Risk Management at Bank of America where she was responsible for the company’s allowance for loan losses on the balance sheet and the related annual provision expense of ~$3 Billion. She was also responsible for the Enterprise Credit Risk data strategy and reporting, providing updates to the company’s Credit Risk Committee, Management Risk Committee and Enterprise Risk Committee of the Board as well as day-to-day management reporting. Harris joined the company’s Finance Management Analyst Program in 2000, and has served in a number of leadership roles since then. She most recently was Chief Financial Officer (CFO) for Global Banking Coverage responsible for Global Corporate Banking, Global Commercial Banking and Business Banking. She also has served as CFO for Corporate Treasury, Controller for Corporate Treasury and the Corporate Investments Group, and as a senior finance manager for Consumer Finance. She was named a Managing Director in 2013.

Harris is actively involved in in the Charlotte community, including past fundraising events for Levine Children’s Hospital. She serves as Vice President on the Board of Directors of Women Executives for Community Service which supports the Women Initiating and Nurturing Growth through Scholarships (WINGS) program. She has served as a mentor in the Cherie Blair Foundation for Women and as a Global Ambassador in Latin America for the Bank of America partnership with Vital Voices. Harris was selected as one of Charlotte’s 40 Under 40 leaders in Business by the Charlotte Business Journal in 2015 and served as the chair of the Arts and Science Council Campaign for Global Risk in 2017.

Harris is on the Board of Advisors at the Belk College of Business and the Foundation Board at the University of North Carolina Charlotte. She is also a founding member of the Belk College Women in Business initiative and co- leads an internal mentoring network for Bank of America called the Power of 10. She has a degree in Finance from the University of North Carolina Charlotte, with an emphasis in Financial Analysis and Accounting.

Sheila Jagannathan

Head of Open Learning Campus
World Bank Group

Bill Kennelly

Administrative Vice President - Banking Services
M&T Bank

Bill Kennelly is an Administrative Vice President at M&T Bank in Buffalo, NY where he has served over 10 years as a Senior Performance Consultant within the Corporate Learning and Development Division, and nearly 13 years as an Operations Manager in the Banking Services Division. In his Learning and Development role, Bill had direct responsibility for bringing advice, solutions and learning strategies to multiple business lines, in addition to managing the bank’s Learning Management application. In 2017 he contributed to the work of shaping and re- defining the Learning and Development department, and managing the change associated with that work. Bill has contributed to the creation of multiple enterprise and divisional training and leadership programs.

Currently, Bill serves in a leadership role focused on the transformational change of the payments environment, specially related to future design of Item Processing strategies for M&T. Bill also continues to oversee learning and development programs within the Banking Services division.

Bill holds a Master’s degree from Niagara University in Educational Administration and Supervision, is an alumni of M&T's Management Development Program and currently serves as an Adjunct Professor in the School of Management at The State University of New York at Buffalo. Bill also holds his SHRM-SCP Certification, and serves as a SHRM Certification Instructor at Canisius College.

Volunteer involvement includes serving on Niagara University’s College of Business Administration Advisory Board, and the Western New York United Way Campaign Committee.

Kirsten Knull

Chief Revenue Officer
Unboxed Training & Technology

Kirsten has over 20 years in financial product development and distribution. Starting as a rep in the field, Kirsten brought in over $5 Billion in assets at The Hartford Leaders Group, and then transitioned to MoneyGuidePro where she trained financial planning software sales teams to

record numbers. She now lends her leadership expertise to develop and distribute impactful training and technology to organizations across the world. For fun, Kirsten and her husband enjoy international adventures, recently tackling Mt. Kilimanjaro.

Jeffrey Langa

VP, Compliance Training
BNP Paribas

Jeffrey Langa is the Americas Compliance Training Manager at BNP Paribas, covering the United States, Canada and Latin America.  He is responsible for the creation, development and execution of the Annual Compliance Training Plan throughout the region.  He is also the Chairman of a  monthly Compliance Training Council meeting with the training leads in the Americas and Paris regions.  Jeffrey is a former regulator having worked at FINRA for 6 years, and has been working in Compliance for over 15 years. 

Prior to Compliance, Jeffrey was an Institutional Sales Trader for 6 years as well.

Rick At Lee

SVP, Learning Design & Development Manager
BB&T

Rick At Lee is the Learning Design & Development Manager at BB&T, one of the top-ten largest financial services holding companies in the U.S. Rick and his team of instructional designers are responsible for the design of learning solutions supporting employees across the organization covering everything from compliance to sales, service, and leadership.

Rick has a M.Ed. in Training and Development from North Carolina State University as well as over 15 years of experience in the training and development field. With a passion for evidence- based adult learning, Rick has been a key contributor to BB&T’s transition from a strategy focused on traditional classroom training to distance-based blended learning.

Based in Winston-Salem, NC, Rick enjoys running, reading, and spending time with his wife and six children.

Romeo Maione

Program Designer & Strategist
Launchfire

Romeo’s an interesting cat. He spent six years as an international debater becoming North American Champ in 2012. Now he helps banks increase adoption of their digital products as Program Designer & Strategist at Launchfire.

Since 2013, Romeo has helped design employee & consumer-facing campaigns for some of the top banks in North America. He also helped design Launchfire’s new digital transformation platform, Lemonade, which empowers frontline staff with the confidence and product knowledge they need to recommend digital banking tech to customers.

Brian McGrath

Director, Learning Design & Development
Blue Cross Blue Shield of North Carolina

Anne Patterson

VP, Head of Executive & Leadership Development and Executive Coaching
TIAA

Anne Patterson is a Talent Management professional who has served in senior roles as an HR leader and Technology leader for over 25 years. She has supported various businesses throughout her career including Technology, Operations, Legal, Compliance, Office of the COO, Audit, and HR specializing in talent management, learning and leadership development, performance management, employee engagement, diversity & inclusion, professional development, mentoring/sponsorship programs, executive coaching, top talent program design, as well as retention and succession planning.

Anne is currently head of Executive & Leadership Development and Executive Coaching for TIAA. Her team is responsible for the design and delivery of development programs targeted at frontline, mid-level, and senior leaders. The team is also responsible for the design, development and facilitation of the enterprise Top Talent and the Executive Coaching programs available through nomination as part of our rigorous Talent Review process. Anne previously served as the Talent Management Business Partner for the Office of the COO, Office of Business Effectiveness, Finance & Actuarial, Information Technology, Corporate Audit, and Human Resources.

Prior to joining TIAA, Anne worked for Bank of America for 23 years where she held senior and executive leadership positions in Technology & Operations and Human Resources including Learning and Leadership Development. Anne has extensive experience in coaching business executives in addition to designing and facilitating leadership development programs in the financial services sector.

Anne earned her Bachelor of Science in Business Administration with a concentration in Organizational Effectiveness from the University of North Carolina at Chapel Hill. Her oldest

daughter is currently at UNC – Chapel Hill and her youngest daughter is a sophomore in High School. She currently serves on the Junior Achievement Board of Directors for Cabarrus County, NC. She is Green Belt certified. Anne lives in Concord, NC with her husband and daughters.

AARON POLSGROVE

Senior Vice President, Global Diversity & Inclusion
Bank of America

AARON POLSGROVE is a Senior Vice President at Bank of America where he serves as a key member of the Global Diversity & Inclusion Organization leadership team, with responsibilities for the strategic direction and execution of core diversity and inclusion business processes. His team is also responsible for analysis and executive reporting of key diversity metrics across the company. Aaron works directly with the Chief Diversity and Inclusion Officer and the broader global human resources leadership team to support enterprise-wide diversity initiatives, and to provide analysis on a broad range of diversity-related topics. Aaron also leads Bank of America’s diversity & inclusion strategy, programs and initiatives for military veterans.

Aaron started working at Bank of America as a contractor in 2011 after an early career as an infantry officer in the U.S. Army and in various leadership roles at Coca-Cola Bottling Co. Consolidated. He started his career at Bank of America within the Global Risk organization responsible for the company’s reputational risk policy and for analysis and reporting across a diverse set of risk issues.

Aaron graduated from the U.S. Military Academy at West Point in 1999 with a B.S. in Russian, and earned an MBA in 2011 from Wake Forest Schools of Business. Outside of work he is active in his church, and enjoys volunteering once a week with inmates in the Mecklenburg Co. Jail. Aaron and his wife Wendy have three sons and reside in Matthews, NC.

Sandy Rezendez

Head of Strategic Onboarding
Citizens Bank

Dave Romero

Co-Founder and President
Unboxed Training & Technology

Dave has over 20 years of experience architecting and implementing training and sales technology solutions for Fortune 500 organizations. He leads product strategy and development by revolutionizing and reinventing the user experience to enhance customer satisfaction and drive revenue growth. In his limited spare time, Dave enjoys mountain biking and hiking in the great outdoors.

Kathy Tague

AVP, Head of FR Learning & Development
The Guardian Life Insurance Company of America

Kathy joined The Guardian Life Insurance Company of America in May 2015. Rooted in her passionate belief that learning is a strategic asset that drives business results, Kathy and her team are responsible for establishing a learning strategy for new financial advisors to build a successful and sustainable career along with providing the programs, tools and resources to support its implementation in firms across The Guardian Network.

Kathy is a results-driven talent development leader with a proven track record of applying learning strategy to solve business challenges. Under her leadership, company initiatives have been recognized by Bersin by Deloitte, Training Magazine, Association for Talent Development, Working Mother Magazine and others. She was twice honored in Training Magazine as a “Top 40 under 40” and is regularly sought after to speak at conferences to share how her strategic approach to learning can be used across multiple industries.

Kathy’s career journey at Horizon Blue Cross Blue Shield of NJ, Coldwell Banker Real Estate Corporation, Cablevision and Metlife provides experience in sales and leadership development, diversity and inclusion, client experience, marketing and product development, distribution and human resources. She holds a NJ life and health insurance producer license and is a graduate of Rutgers University with a B.A. in English and Secondary Education. She served as a national board member for Women in Insurance and Financial Services (WIFS), board member and president of the West Orange, NJ Board of Education, and as an invited member of the Clinton Global Initiative’s Workforce Development Committee in partnership with American Association of Community Colleges.

Kathy splits her time with her husband and family between Winter Garden, FL and South Seaside Park, NJ providing the perfect balance between her love of the beach and all things Disney!

Dr. Lisa Toppin

Vice President, Chief Diversity Officer
LPL Financial

Johanna Thoma

Director, Learning and Performance Development
Unum

Johanna is a Director at Unum, a leader in providing disability, life, and voluntary benefits for over 170 years. She brings 14 years of experience in the field of learning and

development and has designed, implemented and managed a variety of learning and performance solutions. Johanna combines her operational knowledge, passion for coaching and skill development, and a strategic mindset to create programs that meet the needs of modern learners. She seeks to leverage innovative technology, enable business partners to achieve their operating goals and priorities, and ensure Unum’s benefit specialists blend their expertise and empathy to communicate effectively and simplify the benefits process. She holds a B.S. in International Relations and Latin American Studies from The College of William and Mary and an M.S. in Adult Education from the University of Southern Maine.

Curtis Twombly

Compliance Education Manager
Wells Fargo Advisors

Curtis is a proven performance consultant and a senior learning leader with over 15 years of experience in the financial services industry. Since 1996, Curtis has enabled Charles Schwab & Co., Inc., Wachovia Securities and Wells Fargo to achieve results through educating their workforce, implementing change initiatives and driving performance improvement initiatives. While working for Charles Schwab & Co., Inc., he directly supported the transformation of Schwab's workforce from a transactional service provider to an advice driven consultative selling organization. While at Wells Fargo, he led the skill development and change management efforts necessary to establish an integrated wealth model and to install a team-based contact management system. While at Wachovia Securities, which is now Wells Fargo Advisors, Curtis has been involved with the skill development, change management and performance improvements for initiatives that include two large scale mergers, transition of transactional based advice to an advisory-based model and the implementation of a corporate university.

After growing up and starting his career in Phoenix, Arizona, Curtis currently lives in St. Louis, MO. Along with his partner Susan and children, Lauren and Christopher, he spends his non-working hours enjoying the outdoors, cooking, movies and hanging out with friends. Curtis is also involved in consulting a local public school district, leading a Boy Scout troop and advising 6th graders at his church.

Allison Yost, PhD

Senior Behavioral Scientist
BetterUp

Dr. Allison Yost is a Senior Behavioral Scientist at BetterUp, where she works to advance the science and practice of evidence-based coaching in the workplace. Allison is trained as an industrial-organizational psychologist, specializing in leadership, assessment, and well-being. Allison has spent over 10 years studying the science of well-being, motivation, and personality and her research has been published in outlets such as the Journal of Organizational Behavior, the Journal of Business and Psychology, the Journal of Personality Assessment, and Work, Aging, and Retirement.

Throughout her career, Allison has integrated her passion for data-driven decision making, leveraging her training in advanced statistics and psychometrics to inform talent management strategy. Allison works with clients to design evidence-based solutions and leverage insights from their own data.

Before BetterUp, Allison led research on leadership and employee engagement at CEB (now Gartner), and worked in the talent analytics group at Marriott International where she evaluated the effectiveness of brand-specific talent management programs and oversaw their selection program. She also worked for the U.S. Office of Personnel Management as a Personnel Research Psychologist where she designed and validated selection and promotion assessments. Allison earned her PhD in Industrial-Organizational psychology from the George Washington University and MA in Quantitative Psychology from James Madison University.