Embracing Change

Register Today!

► Innovative case studies on today’s hottest trends such as ---learning agility, mobile learning, data analytics, informal learning strategies, and D&I transformation--from a who’s who of financial industry training innovators including NATIONWIDE, DELOITTE, CAPITAL ONE, NORTHERN TRUST, ALLSTATE, RABOBANK, BNP PARIBAS, INVESCO…and more!
Change Management Work Group Session-learn how you can provide more value and contribute to the change and transformation taking place in your organization.
Speed Learning Roundtables—thought provoking small group discussions where you find solutions and share your experiences with your peers.
Interactive Learning/Networking Panels featuring insights from leading financial services organizations on L&D strategy, risk and compliance education, digital transformation, and 2025 leadership development.
Back by popular demand—you’ll hear two of our highest rated presentations from the spring “Measuring Learning Impact” by GUARDIAN LIFE and “Transitioning/Developing Military Veteran Talent” by BANK OF AMERICA.
Idea xChanges- Highly acclaimed mini presentations designed to provide innovative l&d tools in a quick, high impact session.
Single Track Programming—no break-outs to detract from a unified learning, networking and sharing experience

Packed into 1 ½ days our robust agenda promises to be the best yet!

L&D Strategy Transformation
  • Heads of Learning from AAA, Fiserv and Aon Corporation will explore learning’s advancing role within the organization and share how they are preparing the workforce for future business growth and goals.
  • Invesco will present on the role of change management and learning within financial services, followed by small group discussions on supporting change and transformation.
  • Accuity, Fidelity, Travelers, Nationwide and IELA will discuss digital transformation, leveraging technology and overcoming the barriers to successful implementation.
Customized Learning Strategies
  • Northern Trust will share how they are leveraging informal learning strategies such as communities, curation and mentoring to share best practices across silos and develop the skills needed for the future.
  • Bank of America will discuss their evolving military veteran transition program and provide you with tips for starting a program in your own organization.
  • Deloitte Services LLP will give an interactive presentation and demo their new mobile micro- learning solution- FLIP, which is addressing the learning needs of their Government & Public Services practice.
Engagement & Learning Metrics
  • Rabobank and BNP Paribas will discuss embedding risk and compliance into the company culture, tools for better tracking and evaluation, and strategies for changing behaviors.
  • Hear how Capital One is utilizing learning analytics for better L&D decision making
  • Guardian Life will share their fresh approach to measuring learning impact of a new sales onboarding initiative.
  • Learn how Allstate is building diversity and inclusion into the core values of the company, customizing development plans and creating action behind the talk for its leaders.
Join us in Chicago!

Technological innovation, customer convenience demands, and new entrants such as FinTech organizations, are drastically changing the landscape of the financial services industry. Add to that, workforce transformation, digital learning dsiruptors and the expectations to today’s modern learner, and the amount of upheaval can be dizzying. Change has become a constant for learning and talent executives.

Hear how your peers are managing… and even embracing change. Attend our forward thinking event to learn new L&D strategies that support and drive transformation across the organization.

2019 Speaking Faculty


Dina Berger Koecher, PhD

Head of Digital Learning
Aon Corporation

Linda Cai

Global Head of Learning & Talent Development
Bank of America

Pat Furbush

VP, Learning Consultant
Travelers Insurance

Becky Goldberg

Training Manager

Aisha Ghori Ozaki

Manager, Inclusive Diversity
IELA & Kaleidoscope Learning

David Guralnick, PhD

Caterpillar Financial Services

Andrea Hart

Caterpillar Financial Services Corp.

Dan Hill

VP, Chief Learning Officer

Jeff Jara

AVP, Sr. Talent Development Consultant
BNP Paribas

Jeffrey Langa

Americas Head of Compliance Training
Fiserv Inc.

Michelle Keith

VP, Talent
Invesco US

Debra Mazloff

Senior HR Business Consultant
Deloitte Services LLP

Jon McQueary

Senior Manager, L&D Leader-GPS
Capital One

Katie Nelson

Data Science Manager-Learning

Erin Patterson

VP, Compliance Training Officer-N.A.

Simone Roberts

Early Career Program Manager

Kamaria Scott

Head of North American Learning
Charles Schwab

Johannah Simon

Director, Risk Management & Regulatory L&D
Fitch Learning

David Snelus

Head of Americas
The Guardian Life Insurance Company

Kathy Tague

AVP, Head of FR Learning & Development
Northern Trust

Kacie J Walters

VP, Strategic Programs-Enterprise Learning & Development

Tamar Williamson

VP of Shared Business Services
Conference Advisory Board


Patty Aquaro

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

Bernie Goldstein

Head of Client Skills Training-Americas

Michael Rosenberg

Director, Leadership, Learning & Development

Matt Petrilla

Leadership Performance Consultant

Curtis Twombly

Compliance Education Manager
Educational Underwriter
    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

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
  • People & Culture
Tailored for Financial Services & FinTech
Organizations including:
  • Banking
  • Asset Management
  • Stock Brokerages
  • Insurance
  • Credit Unions
  • Credit Cards
  • Accounting
  • Investment
  • Wealth Management
  • eInvesting
  • Online Payments
  • eLending
  • e-Insurance
  • Money Transfer
  • Financial Technology
  • Blockchain/cryptocurrency