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!

2020 Speaking Faculty

BNY Mellon

Patricia E. Aquaro

Former Managing Director- Head of Risk & Professional Excellence
Liberty Mutual

Kristin Cassino

VP, Learning Services
Shapiro Negotiations Institute

Jeff Cochran

Partner & Master Facilitator
IELA & Kaleidoscope Learning

David Guralnick, PhD


Kami Hanson

Director, Design Center of Excellence- Learning & Development
Edward Jones

Kristin Johnson

Chief Human Resources Officer
Corvantus Consulting

Jon Kaplan

Principal & Founder

Matthew Petrilla

Leadership Performance Consultant, Leadership Development
Liberty Mutual

Michael Reed

Director, Instructional Design & Administration

Michael Rosenberg

Director, Leadership, Learning & Development
Swiss Re

Pete Vigliotti

VP, Global Sales Training Lead
Conference Advisory Board


Patty Aquaro

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

Linda Cai

Global Head of Learning & Talent Development
JP Morgan Chase & Co.

Bernie Goldstein

Head of Client Skills Training-Americas

Matt Petrilla

Leadership Performance Consultant

Michael Rosenberg

Director, Leadership, Learning & Development

Kamaria Scott

Head of North American Learning

Curtis Twombly

Compliance Education Manager
  • 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