Home - 18th Financial Services Learning & Talent Development Innovations - March 17-18, 2020

Modernizing Learning

► Reskilling & Upskilling Your Workforce to Meet Shifting Business Demands
► Leveraging Learning Data & Analytics
► Supporting & Driving Large Scale Change Efforts
► Embracing Digital Tools to Enhance Learning—Video, Mobile, VR, AR and more!
► Key Strategies for Engaging Today’s Learner

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, providing more targeted personalized learning paths, responding to the modern learner by offering anytime, anywhere training, and more!

2020 Speaking Faculty

BNY Mellon

Patricia E. Aquaro

Former Managing Director- Head of Risk & Professional Excellence

Aon Corporation

Linda Cai

Global Head of Learning & Talent Development

Liberty Mutual

Kristin Cassino

VP, Learning Services

SunTrust Robinson Humphrey

Melissa Coggins

Jr. Program Manager, Analyst & Associate Programs

Shapiro Negotiations Institute

Jeff Cochran

Partner & Master Facilitator

Investors Bank

Ilenia Diaz

AVP, Learning & Development

J.P. Morgan Asset Management

Bernard Goldstein

Head of AM Client Skills Training Americas

IELA & Kaleidoscope Learning

David Guralnick, PhD

President

Fulton Financial Corporation

Debra Hamilton

SVP, Chief Learning & Development Officer

LendingClub

Kami Hanson

Director, Design Center of Excellence- Learning & Development

eMoney Advisor

Pamela Henry

Director, Employee Success & Development

Unboxed Training & Technology

Kiersten Hoffman

Account Director

PayPal

Stefana Hunyady

VP Global Product Engagement

Edward Jones

Kristin Johnson

Chief Human Resources Officer

Corvantus Consulting

Jon Kaplan

Principal & Founder

Western Union

Shezelle Krei

Global Head of Compliance Design & Delivery

Capital One

Katie Nelson

Data Scientist Manager-Technical College

Vanguard

Matthew Petrilla

Leadership Performance Consultant, Leadership Development

Liberty Mutual

Michael Reed

Director, Instructional Design & Administration

CIT

Michael Rosenberg

Director, Leadership, Learning & Development

Wells Fargo Advisors

Curtis Twombly

Compliance Education Manager

Swiss Re

Pete Vigliotti

VP, Global Sales Training Lead

Invesco

Svetlana Yedreshteyn

VP, Learning & Development

Conference Advisory Board

BNY MELLON

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

Vanguard

Matt Petrilla

Leadership Performance Consultant

CIT

Michael Rosenberg

Director, Leadership, Learning & Development

FIS

Kamaria Scott

Head of North American Learning

WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager

Educational Underwriter

Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency

Exhibitors

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

RAVE REVIEWS FROM
PAST ATTENDEES...

"Intimate conference with open and honest dialogue"

-Senior Manager, Product Education & Blended Solutions, Mackenzie Investments

"Topics felt really relevant and timely."

-Leadership Development Program Strategist, Vanguard

"Presentations from peers on projects in their company—so many valuable ideas!"

-Senior Director, Leadership & Executive Development, PNC

"Inspired and connected"

-Director of Organizational Talent Development, Raymond James

"Agenda was well rounded. Covered all of the topics I am interested in."

V.P. Commercial Sales Performance Manager, Fulton Financial Corp

"Discussion group roundups and idea exchanges were great to learn from each other."

— Account Executive, GP Strategies

"Size of event is perfect for interaction and networking, and instigates more in- depth conversation. Relevant hot topics. Thank you for a wonderful, informative and engaging experience"

— VP, Global Talent Development & Organizational Effectiveness, MasterCard

"Specific to financial services — We all face the same regulations, issues, so solutions presented are very relevant and good networking opportunity."

— Learning Technologies & Corporate Services Manager, Union Bank

"Enjoyed meeting others who are facing the same challenges I am!"

— Manager of Sales Learning & Development, E*Trade Securities

"Small gathering with learning professionals in financial industries. It’s helpful to engage with learning professionals who are all dealing with similar challenges and to learn best practices. Liked variety of activities—panels, presenters, open dialogue."

— VP, Senior Talent & Learning Advisor, TD Bank