May 2022 Agenda Topics Include:

► Hybrid: The Big Experiment – strategies, tactical tips and lessons learnt
► Coping with Hybrid: L&D case studies from leading technology companies
► Developing and Implementing world class metrics in the evolving world of learning
► The Great Rearrangement – strategies to combat high turnover at all levels
► Leveraging AI for Learning: Case studies
► How to Develop Managers into Coaches: Take home exercises for L&D heads
► A Global Perspective: Tailor your global strategies to local settings
► Is your DEI Strategy working: Challenges, the role of L&D & case studies
► The Role of Learning in the ESG Strategy of your Company


Organizations are challenged with achieving a smooth transition to hybrid. Learning and talent development leaders are grappling with numerous new components including, the importance of objective agility and pace, who are they hiring for? which skills are they growing? how to train managers to manage from far, how to support them in their quest for an inclusive culture and much more.

At this unique, hands-on conference, custom designed for learning and talent leaders within the financial services industry, you will learn how your peers are adapting their L&D strategy to reflect their hybrid environments, upskilling their workforce, creating unique and flexible onboarding experiences, adapting to new technologies such as AI to make the L&D experience effective and building an organization to be inclusive and socially conscious .

We will continue to explore and provide thought provoking discussions to L&D’s pressing challenges. Join us on May 3 and 4, 2022, to hear how forward-thinking organizations continue to embrace this transformation and benefit from opportunities to innovate employee learning and talent development.

Learning leaders continue to be called on to be more flexible, more agile, and more creative in how they deliver training. During this unique conference, custom designed for learning and talent leaders within the financial services industry, you will learn how your peers are modernizing their L&D strategy to reflect remote and hybrid environments, as well as, how they are developing long term plans for what development will look like in the years to come.

We will explore and provide real world solutions to some of L&D’s pressing challenges such as building skills at scale, developing diverse and inclusive leaders, delivering training that drives productivity, and leveraging new tech tools such as VR and AI to enhance learning.

2022 Speakers
M&T Bank

Bill
Connolly

Banking Services Senior Learning Program Manager
1stSource Bank

Margie
De Craene

Talent Development Sr Specialist, Human Resources
Boston Consulting Group

Jaime
DiGirolamo

Career Development and Talent Management Manager
Unum

Benjamin
Duffy

AVP Digital Learning
Goldstein Professional Development

Bernard
Goldstein

Founder
Kaleidoscope Learning & IELA

David
Guralnick

President
MetLife Enterprise Learning and Development

Kirsten
Jackson

Director
LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training
Bank Midwest

Suzi
Kalsow

VP Learning & Development
Russell Investments

Dawn
Lewis

Manager Training and Development
Charles Schwab

Erin
Mulholland

Senior Learning Manager, Risk & Regulatory Training
VANGUARD

MATT
PETRILLA

Leadership Performance Consultant
Accenture

Kamaria
Scott

Employee Experience Senior Manager
KPMG

Andrew
Shields

Associate Director, Learning Solutions
WELLS FARGO ADVISORS

Curtis
Twombly

Compliance Education Manager
Bank of America

Michael
Winters

Academy Program Design Manager; Experience Management Lead for The Academy
Bank of America

Michael
Wynn

Senior Vice President; Academy Innovation and Solution Design Manager
TTCINNOVATIONS

Debbie
Wooldridge

CEO & Founder
Supporting Organization
  • 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


Exhibitor
  • 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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