Home - The 21st Financial Services Learning & Talent Development Innovations

November 2022 Agenda Topics Include:

► Case Study on Learning Academies : Building a strategy/capability-based Academy for successful on-boarding, retention & professional Development within your organization
► PANEL: Strategies and solutions to navigate the skill gap
► PANEL: The Heads of Learning: REUNITED: From Virtual to hybrid/Live: Taking stock of where we are, lessons learnt and how to reinvent L&D
► Training Solutions for the Future: Strategies to transition to eLearning
► Re-thinking the Design of Learning: Case study on how do we look at the learner’s experience in this new work world
► PANEL/Case Study on Successful Digital Credentialing & Badging: Strategies for employee retention and professional development
► Case Study: Building an enterprise-wide DEI / ESG culture: How to implement, scale and successfully merge DEI into Learning
► Instructional Design: Strategies for hybrid learning to keep the learner engaged
► PANEL: Strategies for new associate on-boarding for difference roles: Sales, operations, support, account management team members
► TECHNOLOGY PANEL: New technologies in learning - AR, VR & technology in everyday learning tasks
► Bank Case Study on On-boarding: Strategy and tactics to build, roll out and measure success
► Case Study on Metrics in Learning: Enterprise learning measurement program: Demonstrating the value of learning to the enterprise
► Case Study on Leadership Training: Hands on tools to train your leaders and customization of leadership training

RAVE REVIEWS FROM
May 2022 Attendees!

"Great opportunity to network and learn from other’s best practices. "

-Russell Investments

"Great Interactions! Collaborative and intimate!"

-VISA

"The networking has been great for someone like me who is fairly new to L&D. It was great to connect with people who are in banking."

-SmartBank

"Very informative - learned a lot. Really enjoy the mix of presentations w/panel discussions."

-First Home Bank

"The speakers & networking opportunities - Affirmation of what I’m doing in L&D & new ideas and people to collaborate with."

First Home Bank

"Networking with colleagues and peers, best practice sharing, nice venue and location, pacing is perfect."

— Wells Fargo

"Opportunity to hear relevant topics from other learning leaders. Vendors well selected."

— Citizens Bank

"Liked most: The use case and application of measures. The presentation was an end to end view."

— Bank of America

"Loved how intimate it was – so great to meet people. People were very informal and wanted to talk more."

— Met Life

2022 Speakers

M&T Bank

Bill
Kennelly

Banking Services Senior Learning Program Manager

VISA

Arun
Bedi

Senior Director, Sales Excellence and Leadership Development

1st Source Bank

Margie
De Craene

Talent Development Sr Specialist, Human Resources

Leading Edge Training Solutions

Lee
Deaner

President

Boston Consulting Group

Jaime
DiGirolamo

Career Development and Talent Management Manager

Unum

Benjamin
Duffy

AVP Digital Learning

Learnexus

Pete
Enestrom

CEO & Founder

JP Morgan Chase & Co.

Bernie
Goldstein

Executive Director, Head of Asset Management North America Client Skills Training & Python Center for Innovation

True Office Learning (a Learning Pool company)

Neha
Gupta

CEO

Kaleidoscope Learning & IELA

David
Guralnick

President

MetLife

Kirsten
Jackson

Director; Enterprise Learning & Development

GP Strategies

Cheryl
Jackson, PhD

Organization Design & Change Practice Lead

LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training

Bank Midwest

Suzi
Kalsow

VP Learning & Development

Russell Investments

Dawn
Lewis

Manager Training and Development

Learnexus

Colette
McGonagle

Learning Consultant

Kaltura

Sean
McMann

Senior Director of Sales, Enterprise

VANGUARD

MATT
PETRILLA

Leadership Performance Consultant

GP Strategies

Tom
Pizer

Director of Learning Technologies

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

Silicon Valley Bank

Amy
York

Director, Product Training and Communications

Premier Partner

Educational Underwriters

Supporting Organizations

Exhibitor

November 2022 Agenda Topics Include:

"Great opportunity to network and learn from other’s best practices. "

-Russell Investments

"Great Interactions! Collaborative and intimate!"

-VISA

"The networking has been great for someone like me who is fairly new to L&D. It was great to connect with people who are in banking."

-SmartBank

"Very informative - learned a lot. Really enjoy the mix of presentations w/panel discussions."

-First Home Bank

"The speakers & networking opportunities - Affirmation of what I’m doing in L&D & new ideas and people to collaborate with."

First Home Bank

"Networking with colleagues and peers, best practice sharing, nice venue and location, pacing is perfect."

— Wells Fargo

"Opportunity to hear relevant topics from other learning leaders. Vendors well selected."

— Citizens Bank

"Liked most: The use case and application of measures. The presentation was an end to end view."

— Bank of America

"Loved how intimate it was – so great to meet people. People were very informal and wanted to talk more."

— Met Life

Financial Services Heads, VPs, Directors and Managers from:

Strategic Solutions Network, LLC