2019 Agenda

Download October 2019 Presentations
Thursday, October 3, 2019

Registration & Continental Breakfast


Chairman’s Welcome

Kathy TagueAVP & Head of Field Representative L&DGuardian Life Insurance

8:15 L&D Strategy Transformation

Heads of Learning Panel

Owning the Change: A Look at the Drivers Reshaping Learning Strategy

Change is the new constant for L&D professionals. While the landscape of the financial services industry continues to evolve, so does the needs and expectations of today’s learner. Keeping pace and getting ahead of the various shifts and changes is a challenge. Our panel of L&D leaders will explore learning’s advancing role within the organization and provide insights into how they are preparing their workforce for future business needs and goals. Topics for discussion will include:

  • How the expectations of the modern learner is driving L&D strategy
  • Creating learning that is adaptable and flexible to meet the changing business environment
  • Aligning learning strategy with business objectives
  • Leveraging learning for ‘employee brand” or “employee experience”
  • Impact of digital disrupters—AI, VR, big data, etc.
  • What’s next? Where do you see learning in 2025 and beyond?


Kathy TagueAVP & Head of Field Representative L&DGuardian Life Insurance


Cecelia DettloffDirector of Learning and DevelopmentAAA

Linda CaiGlobal Head of Learning & Talent DevelopmentAon Corporation

Michelle KeithHR & TalentKohler (Formerly VP, Talent, Fiserv)

9:00 L&D Strategy Transformation

Leveraging Digital Tools for Learning & Talent Development

Are you learning as fast as the world is changing? Right now the pace of technological and societal change is the slowest that it will ever be! Additionally, as millennials continue to have an increasing presence in the workforce, we understand that more than any generation, this group places a premium on learning - their way. Five years ago, 95% of Nationwide's training was delivered in a traditional format. Today, that percentage is applied to a digital format. This pivot was Nationwide's response to the shifting employee population, ever-evolving world of insurance, the significant amount of transformation and the need to maintain a competitive advantage. During this session, Tamar Williamson, Vice President of Shared Business Services, will share some of the ways that Nationwide has removed the friction of learning to effectively deliver solutions rooted in ease, speed, efficiency and expertise.

(1) Developing a microlearning strategy that moves beyond creating short content

(2) Leveraging design thinking and feedback loop concepts to deeply understand customers and stay ahead of their shifting demands and needs

(3) Streamlining the creation cycle and building compelling content

Tamar WilliamsonVP of Shared Business ServicesNationwide

9:35 Advancing Customized Learning

The Informal Side of Learning & Development: Communities, Curation and Mentoring

Learning & Development strategies have evolved to include many ways to deliver and enable informal learning. This focus is driving the creation of newer roles within Learning & Development, such as Curator, Community Manager/Facilitator, Social Learning Strategist, and Collaboration Specialist. We, at Northern Trust, are finding ourselves focused more on the reinforcement of learning than the actual learning event to get it to stick and support continuous learning.

In this session, we will discuss the value and practical applicability of three main tactics we use in informal learning today.
1. Communities
2. Curation
3. Mentoring

We will review how to leverage Communities to share best practices across silos. You will learn how we are embracing and focusing more on curation of external resources to help build awareness and develop skills we need for the future. And, finally, we will review how we are enabling the business to share knowledge and coach career conversations through Mentoring.

Kacie WaltersVP Talent DevelopmentNorthern Trust


Morning Refreshment Break

10:40 L&D Tool Box

Idea xChange – “Apprenticeship Programs: Exploring Alternative Workforce Pathways”

Idea xChanges are mini high impact presentations that are meant to provide quick bite- sized information that is easily digestible and easy to implement within your own organization upon returning to the office. During this TED Talk styled session, a member from our speaking faculty will share one of their effective learning initiatives.

Linda CaiGlobal Head of Learning & Talent Development Aon Corporation

10:55 L&D Strategy Transformation

Preparing Emerging Leaders for Success: Take a Proactive Approach to Growth and Change

Have you considered how to support your high achievers for future success? After experiencing exponential growth, Legal & General reached an inflection point requiring a more proactive approach to developing its talent. It needed its workforce to grow and evolve with it to meet the increasing demands of the business. The company responded by investing in its talent through a customized Emerging Leaders program to develop a group of high achievers and prepare them for the next step of leadership.
In this session, you’ll hear:

  • How Legal & General’s customized training program allowed it to move from reactive to proactive in talent management
  • How the implementation prepared its employees and company for the future
  • Details of the positive ripple effect the program had on company culture


Dana PalmbladSegment Sales Director, Leadership & Professional Development Kaplan Professional


Grant ChamberlainHead of Corporate DevelopmentLegal & General Investment Management America

Laura BardenGlobal Initiatives Team LeadLegal & General Investment Management America

11:30 Share & Network

A Change Management Work Group Session
The Changing Role of Learning During Times of Change

Debra Mazloff, Senior HR Consultant with Invesco, will begin with a 15 minute presentation on the role of change management and learning within Financial Services companies today. After the introduction, we will break into small group round tables to explore how participants are contributing to change management in their organizations and what they can enhance to provide more value and increase the adoption of new behaviors.

Debra MazloffSenior HR Business ConsultantInvesco US


Networking Luncheon

1:15 Innovations in Metrics & Measurement

So You Want to Do Machine Learning (ML) in Learning?

Machine Learning is all the buzz in industry. Applications of ML in the learning space are just coming on line, and as exciting as that sounds, correctly carrying out machine learning in the L&D space requires a solid foundation in both learning data and learning analytics. This talk will explore the journey Capital One's Tech College took to build their data foundation, create opportunities to standardize learning analytics while digging deeper to offer robust recommendations around learning business decisions, and then to embark on a machine learning expedition toward offering more personalized learning for its associates.

Katie NelsonData Scientist Manager-Technical CollegeCapital One

1:50 Workforce Engagement Strategies

Allstate’s Inclusive Diversity Journey and Transformation: Engagement & Take Action

Aisha Ghori Ozaki, Manager of Inclusive Diversity, will share Allstate's Inclusive Diversity Team’s critical work around growth and transformation. Learn how the team is building diversity and inclusion into the core values and culture of the organization, customizing and personalizing programs, and creating action behind the talk.
This engaging session will include a timeline and will highlight key stakeholders and partners including Employee Resource Groups (ERGs) and an active Enterprise Diversity Leadership Council (EDLC). It will offer specific insight around strategic priorities and aiming points that have helped to drive institutional change. It will also share first-hand examples of more efficient practices that have been designed and/or used in the last 3-5 years at Allstate. Topics of discussion will include:

  • Enterprise wide inclusive diversity commitments
  • Executive alignment strategies
  • Inclusive conversation series
  • Engagement in and examples of multimedia and internal promotional video

Aisha Ghori OzakiManager, Inclusive DiversityAllstate

2:25 Workforce Engagement Strategies

Identity, Community, Engagement: Building Blocks for Sustained Learning

Simone Roberts from AIG’s Leadership Development team will illustrate how the company’s approach to learning and development serves as a template for success for engagement across the varied stages of a career. Simone will use case studies from the Early Career programs and Management Essentials for Growth programs to explore:

  • Using identity and community as building blocks for sustained learning and engagement.
  • The design of robust, in-person program elements as catalysts for a global community that will ultimately become uniquely self-sustained by high performing individuals.
  • Leveraging virtual platforms to support and further the development fostered during the in- person elements.
  • Sourcing and implementing learning technology to enhance speed-to-productivity on the desk.

Simone RobertsEarly Career Program ManagerAIG


Afternoon Networking Break

3:30 L&D Tool Box

Idea xChange – “Think, Feel, Make Money: Emotional Intelligence in the Workplace”

Idea xChanges are mini high impact presentations that are meant to provide quick bite- sized information that is easily digestible and easy to implement within your own organization upon returning to the office. During this TED Talk styled session, a member from our speaking faculty will share one of their effective learning initiatives.

Jeff JaraAVP, Sr. Talent Development ConsultantBaird

3:45 Workforce Engagement Strategies

Fireside Chat
Leading Edge Practices in Risk and Compliance Education

New regulations are putting pressure on training departments to be more accountable for how they are approaching compliance and risk education. It is no longer enough to just document on paper how many employees completed training. Regulators are now looking for more in-depth information— what have your employees learned, where are the knowledge gaps, how are you addressing those gaps and how are you changing behaviors so that it directly impacts operations. During this session, our panel of will examine the changing compliance training environment and explore:

  • Impact of new rules and regulations on training and education departments
  • Tools and strategies for better tracking and evaluation
  • Strategies for embedding risk and compliance into the organization’s culture
  • Governance and stakeholder management
  • Tips, lessons learned and what’s next

Erin PattersonVP, Compliance Training Officer for N.A.RaboBank

Jeff LangaHead of Compliance Training-AmericasBNP Paribas

Johannah SimonDirector, Risk Management & Regulatory L&DCharles Schwab

4:30 Advancing Customized Learning

Military Veteran Transition Program at Bank of America: Integrating, Developing & Retaining Veteran Talent

Commitment to hire veterans starts at the top at Bank of America. In 2014, CEO Brian Moynihan announced the company would hire 10,000 veterans. And while commitment and recruitment efforts were successful, turnover continued to be a challenge for the organization. This session will explore how Bank of America is evolving its veteran transition program, as well as provide tips for starting your own program. Topics include:

  • Building relationships and keeping connected
  • Creating personalized development plans that enhance career opportunities
  • Leveraging virtual development tools
  • Strategies for getting a program off the ground

Pat FurbushVP, Learning ConsultantBank of America


Cocktail Reception

Friday, October 4, 2019

Continental Breakfast


Chairman Remarks

Kathy TagueAVP & Head of Field Representative L&DGuardian Life Insurance

8:05 Share & Network

Learning Roundtables—Exchange Tips & Strategies with your Peers

Find solutions to your pressing challenges and share your experiences with your peers in this thought-provoking session. After surveying our audience, the available roundtable topics are:

  • How can L&D Increase Business Impact?
  • Measuring Learning & Providing Meaningful Data
  • Embedding Learning Into Workflow—Creating a Culture of Learning
  • Upskilling Your Workforce
8:45 L&D Strategy Transformation

Panel Session
Digital Transformation: Leveraging Technology for More Effective Learning

During this session, you will hear four digital transformation journeys. Each of our panelists will share how their organization has implemented digital technology, fundamentally changing learning and the manner in which training is delivered. We will examine the modern learner, their expectations to learning access, opportunity and engagement, and explore how to overcome the barriers to successful digital implementation. Our panelists will share specific examples of leveraging current and upcoming technologies, such as:

  • Video
  • Mobile
  • Gamification
  • Virtual Reality
  • AI & machine learning


David Guralnick, PhDPresidentInternational E-Learning Association & Kaleidoscope Learning


Tamar WilliamsonVP Business Support-LearningNationwide

Becky GoldbergTraining ManagerTravelers Insurance

Dina Berger Koecher, PhDHead of Digital LearningAccuity

9:30 Advancing Customized Learning

Integrating Learning Solutions into the Flow of Life: A Mobile Learning Case Study

This session focuses on steps organizations are taking to deliver learning in a more personal way, integrating work and learning more tightly with each other, extending ownership for learning beyond the HR organization, and looking for ways to bring solutions we use in our daily lives into the learning environment at work. This session will include an interactive presentation and demo of a new micro-learning solution called ‘FLIP,’ along with details of how FLIP has been leveraged as an innovative means of addressing learning needs in Deloitte’s Government & Public Services (GPS) practice

Jon McQuearySenior Manager L&DDeloitte Services LLP


Morning Refreshment Break

10:30 Share & Network

Work Group Session

Consulting Skills for the L&D Professional

Johannah Simon of Charles Schwab will discuss the topic of consulting skills for L&D professionals. She will begin with a 15 minute presentation and then provide table activities. The goal of this session is to identify some actionable things you can do now to meet your goal of improving quality of your consults, quality of your projects and quality of your reputation within the business.

Johannah SimonDirector, Risk Management & Regulatory L&DCharles Schwab

11:15 Innovations in Metrics & Measurements

Metrics & Measurements: Demonstrating Learning’s Value to the Organization

Whether you’re new to leading L&D, or a seasoned veteran, attention to metrics and measurement has never been more critical. In fact, they are THE elements that can make or break the future of our discipline. We’ll review a fresh approach to measuring impact sharing lessons learned from the frontline while implementing a new sales onboarding initiative at Guardian Life. Use what we learned to inform your decision- making processes, help you prioritize future development efforts and build your credibility to communicate the strategic value that L&D offers your organization.

Kathy TagueAVP & Head of Field Representative L&DGuardian Life Insurance

11:50 L&D Strategy Transformation

Vision 2025: Transforming Leadership Development to be ‘Future Ready’

The leadership skills and capabilities needed to thrive in our VUCA (volatile, uncertain, complex, and ambiguous) world are shifting rapidly. Our leaders need to develop different skill sets to remain successful in the future. Are your current leadership training programs up to par?

Several recent talent studies report that many leaders do not feel that their organization’s current development programs are giving them the critical skills and tools they need for their daily jobs. And yet, other reports state that the quality of leadership and the workplace culture they create will be what sets a company apart from its competitors.

During this session, our panelists will explore what leadership development needs to look like in the future and how their organizations are rising to that challenge. Topics to be discussed are:

  • Developing a generation of change leaders
  • Cascading leadership development across the organization
  • Customization of leadership programs
  • Closing the skills transfer gap—from ‘training” to “on the job”
  • New trends in ROI tracking and measurement


David SnelusHead of AmericasFitchLearning


Jeff JaraAVP, Sr. Talent Development ConsultantBaird

Kamaria ScottHead of North American LearningFIS

Andrea HartGlobal HR DirectorCaterpillar Financial Services Corporation


Conference Wrap Up


Conclusion of Conference