A forum for talent management and L&D professionals from both traditional financial services organizations and rising financial technology companies to network, share ideas and innovate recruiting, staffing, learning and talent development processes and programs.


►Digitally transforming onboarding & talent development strategies
► Entrenching D&I initiatives throughout an employee’s development experience
►Leveraging virtual reality for learning and development
► Applying agile methodology to learning and workforce development
► Innovative recruiting and staffing strategies
►Empowering employees with effective tools to take ownership of their career advancement
►Developing personalized leadership development strategies that result in long-term behavior change
2020 Speakers

City National Bank

Sandra Baglione

Royal Bank of Canada
City National Bank

Karen A. Clark

SVP, Multicultural Strategy Manager
Farmers Insurance

Jessica DeCanio

Head of Claims Training
Zenith Insurance Company

Monica Goodale, Ed.D.

AVP, National Learning & Development

Kami Hanson

Director, Design Center of Excellence-Learning & Development
Federal Reserve Bank of St. Louis

Amy Hileman

Group Vice President, Learning Officer

Portia James

Director, Leadership & Organizational Development
Paysafe Group

Kerri Lewis

Director of Human Resources-US
Ally Financial

Laurel Mergenschroer

Director, Learning & Talent Management
Raymond James

Brian Mulliner

Director, Organizational Talent Development
Discover Financial Services

Jenny Orr

Director, Training Technology and Infrastructure
Raymond James

Denia Pelayo

Director, Talent and Development

Maeve Richard

Head of Diversity & Inclusion
Consumer Bankers Association

Jae Schroeder

VP, Director of Executive Banking School

Rayellen Smith

Director, Learning & Development Innovation

Gabriel Urrea

Director, Corporate Learning
Northern Trust

Kacie Walters

VP, Strategic Programs-Enterprise Learning & Development
CSAA Insurance

Esayas Wureta

Inclusion & Belonging Lead
  • Financial Services Talent Management & Learning Innovations

Who Should Attend:

Heads, VPs, Directors and Managers from:

  • Learning
  • Leadership & Executive Development
  • Training & Development
  • Corporate Universities
  • Global Learning
  • Talent Development
  • Employee Development
  • Talent Management
  • Organizational Development
  • Recruiting
  • Onboarding
  • Performance Management
  • Employee Relations
  • Human Resources
  • HR Business Partner

Tailored for Financial Services & Financial Technology 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