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

May 2022 Attendees!
2023 Speakers


Head of Learning Technology
JP Morgan Chase & Co.


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




Director of Training
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