THEMES FOR JANUARY 2020 CONFERNCE AGENDA

►Digitally transforming onboarding & talent development strategies
► Entrenching D&I initiatives throughout an employee’s development experience
►Leveraging virtual reality for learning and development
► Revamping compliance training to meet new regulatory requirements
► Developing learning agility to remain competitive in today’s fast paced environment
► Embracing informal learning delivery methods such as communities and mentoring
►Embedding learning into everyday work flow
►Developing personalized leadership development strategies that result in long-term behavior change
2020 Speakers

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
LendingClub

Kami Hanson

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

Amy Hileman

Group Vice President, Learning Officer
Paychex

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
SoFi

Maeve Richard

Head of Diversity & Inclusion
Consumer Bankers Association

Jae Schroeder

VP, Director of Executive Banking School
PwC

Rayellen Smith

Director, Learning & Development Innovation
Esurance

Gabriel Urrea

Director, Corporate Learning
Northern Trust

Kacie Walters

VP, Strategic Programs-Enterprise Learning & Development
CSAA Insurance

Esayas Wureta

Inclusion & Belonging Lead
Exhibitors
  • FinTech and Financial Services Learning & Talent Development Innovations


Who Should Attend:

Heads, VPs, Directors and Managers from:

  • Training & Development
  • Learning
  • Leadership & Executive Development
  • Corporate Universities
  • Global Learning
  • Talent Development
  • Talent Management
  • Learning & Innovation
  • Product & Sales Training
  • Organizational Development
  • Education
  • Human Resources

Tailored for Financial Services 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
RAVE REVIEWS FROM
PAST ATTENDEES...