Themes for March 2020


► Reskilling & Upskilling Your Workforce to Meet Shifting Business Demands
► Using Metrics to Communicate L&D’s Strategic Value
►Flexible Leadership: Applying Agile Methodology to Today’s Learning Function
► Auditing Your Risk Culture and Rethinking Compliance Training
►New Tools & Strategies for Anytime, Anywhere Training
►Leveraging VR, AI, and AR for Learning and Development
►Personalized Leadership Development Programs that Result in Long-Term Behavior Change
Join us in Philadelphia!

Our unique conference is a forum for learning, training and talent development professionals from both traditional financial services organizations and rising financial technology companies to network, share ideas and innovate workforce learning and development processes and programs.

Learn how your peers are driving large scale reskilling efforts, embedding learning into workflow, personalizing leadership development programs, responding to the modern learner by providing anytime, anywhere training, and more!

2019 Speaking Faculty

LGIMA

Laura Barden

Global Initiatives Team Lead
Accuity

Dina Berger Koecher, PhD

Head of Digital Learning
Aon Corporation

Linda Cai

Global Head of Learning & Talent Development
LGIMA

Grant Chamberlain

Head of Corporate Development
Bank of America

Pat Furbush

VP, Learning Consultant
Travelers Insurance

Becky Goldberg

Training Manager
Allstate

Aisha Ghori Ozaki

Manager, Inclusive Diversity
IELA & Kaleidoscope Learning

David Guralnick, PhD

President
Caterpillar Financial Services

Andrea Hart

Caterpillar Financial Services Corp.
AAA

Cecelia Dettloff

Director of Learning and Development
Baird

Jeff Jara

AVP, Sr. Talent Development Consultant
BNP Paribas

Jeffrey Langa

Americas Head of Compliance Training
Kohler

Michelle Keith

HR & 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
Kaplan Professional

Dana Palmblad

Segment Sales Director, Leadership & Professional Development
Rabobank

Erin Patterson

VP, Compliance Training Officer-N.A.
AIG

Simone Roberts

Early Career Program Manager
FIS

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
Nationwide

Tamar Williamson

VP of Shared Business Services
Conference Advisory Board

BNY MELLON

Patty Aquaro

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

Bernie Goldstein

Head of Client Skills Training-Americas
CIT

Michael Rosenberg

Director, Leadership, Learning & Development
Vanguard

Matt Petrilla

Leadership Performance Consultant
WELLS FARGO ADVISORS

Curtis Twombly

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


Exhibitors
  • 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
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