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

March 2023 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

2023 Speakers

Citi

Tiffany
Abinsay

Head of Learning Technology

JP Morgan Chase & Co.

Bernie
Goldstein

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

Kaleidoscope Learning & IELA

David
Guralnick

President

LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training

March 2023 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