October 2020 Agenda Topics include:


► Successfully Driving Technology for the Remote Worker: Preserving ‘Human’ Connection & Motivation
► L&D’s Role in Fostering Diversity & Inclusion across the Organization: Accountability & Action
► EQ, IQ, Mindset Development to improve Workforce Productivity
► Fostering Learning Agility
►Transforming Leadership Development for the New World of Work
► Data Literacy: Leveraging L&D Metrics and Data
► Change Management Strategies for the L&D Professional
► Effective Tools for Nurturing Teams in Virtual Environment

All New Virtual Conference

There is no doubt the coronavirus pandemic has been a big disrupter for financial service training departments. And while it has presented many challenges, it has also provided an opportunity for change and innovation. As learning leaders, we’ve been forced to quickly adapt to shifting business priorities. We’ve had to become more flexible, more agile and more creative. Once a slow growing trend, remote working has accelerated and changed the way we conduct business. But this may not be a temporary change. It is unlikely that we will return to our old way of working anytime soon… or if at all. Moving forward, many organizations will ultimately retain a larger remote workforce than ever before. How will your L&D team adapt and innovate?

During this unique conference, learn how your peers are shifting L&D strategy to reflect the “new normal.” You’ll hear how many are embracing this transformative time with a renewed focus on challenging the status quo of traditional programs. Discover how leading edge organizations are rethinking and improving learning and development, enabling them to thrive in the new future of work.

October 2020 Speakers
PROGRESSIVE INSURANCE

MARISA AFZALI

Diversity & Inclusion Manager
RBC FINANCIAL GROUP

SANDRA BAGLIONE

Head, Learning & Development Centre of Excellence
BMO IFL

DAVID BOJARZIN

Senior Advisor, Emerging Capabilities & Leadership Learning
UNITED SHORE

MATT BOSCHI

Vice President, Training
DXC TECHNOLOGY (formally with U.S. Bank)

CURTIS BROOKS

Principal of Human Resources
AON CORPORTION

LINDA CAI

Global Head of Learning & Talent Development
GP STRATEGIES

LEAH CLARK

Director of Leadership Strategy
HUNTINGTON BANCSHARES INC.

DONALD DENNIS

SVP, Learning & Leader Development
GP STRATEGIES

MATT DONOVAN

Chief Learning and Innovation Officer
Merrill Lynch

Anna Gerber

Director, Academy Leader- FADP West
ALLSTATE

AISHA GHORI OZAKI

Manager, Inclusive Diversity
MASTERCARD

BRIAN GONTARSKI

Director of Learning & Development
IELA & Kaleidoscope Learning

David Guralnick, PhD

President
Caterpillar Financial Services

Andrea Hart

Global HR Director
FEDERAL RESERVE BANK OF ST. LOUIS

AMY HILEMAN

SVP & Learning Officer
AMAZON WEB SERVICES

SAUNTURA JONES

Learning Experience Design, WWRO Sale Enablement
Brainshark

Julie McJunkin

Sales Enablement Operations Manager
JPMorgan Chase & Co.

Christyl L. Murray

VP, Firmwide Talent Development
MASTERCARD

PAUL NISCO

Director, Learning & Development
Liberty Mutual Insurance

Jamey Parker

Sr. Program Manager of Learning Services
VANGUARD

MATTHEW PETRILLA

Leadership Performance Consultant, Leadership Development
LIBERTY MUTUAL INSURANCE

MICHAEL REED

Director, Instructional Design & Administration-Global Risk Solutions
NATIONWIDE

ALEJANDRO RODRÍGUEZ

AVP, HR Change Management & Professional Learning
Unboxed Training & Technology

Dave Romero

President & Co-Founder
CIT

Mike Rosenberg

Director, Leadership, Learning & Development
FIS

KAMARIA SCOTT

Head of Curriculum Strategy & Instructional Design
U.S. BANK

CHRISTY TAYLOR

Training Officer, Corporate Content Curation & Strategy
AIG

MICHELLE TUCKER

Head of Leadership Development General Insurance
WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager
CSAA INSURANCE GROUP

ESAYAS WURETA

Inclusion & Belonging Manager
Invesco

SVETLANA YEDRESHTEYN, PSYD

Director of Learning & Development
LPL FINANCIAL

KATHLEEN ZEMAITIS

SVP, Advisor Diversity & Inclusion
Global Atlantic Financial Group

Jennifer Zimmer

VP, Sales Development & Support
Conference Advisory Board

BNY MELLON

Patty Aquaro

Former Managing Director- Head of Risk & Professional Excellence
Aon Corporation

Linda Cai

Global Head of Learning & Talent Development
Goldstein Professional Development

Bernard Goldstein

Founder
Vanguard

Matt Petrilla

Leadership Performance Consultant
CIT

Michael Rosenberg

Director, Leadership, Learning & Development
FIS

Kamaria Scott

Head of Curriculum Strategy & Instructional Design
WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager
Platinum Sponsor
  • 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


Silver Sponsor
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


Bronze Sponsor
  • 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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