Speakers

Citi

Tiffany
Abinsay

Head of Learning Technology
EY India

Udit
Bhatia

Executive Director, Head of Learning
Northwestern Mutual

Jessica
Choi

Senior Director, Field Diversity & Inclusion; Asian Segment Lead
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
First Federal Bank

Lisa
Hutcherson

SVP Director of Human Capital Strategies
LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training
M&T Bank

Bill
Kennelly

Senior Vice President
Accenture

Kamaria
Scott

Sr. Manager - Employee Experience Transformation
Russell Investments

Dawn
Lewis

Associate Director of Sales Enablement
Vanguard

Matt
Petrilla

Senior Learning & Development Specialist & Head of Team Intelligence
LinkedIn

Tiffany
Poeppelman

Director, Career Development
KPMG

Mike
Rosenberg

Senior Director, Learning and Development
Bay First National Bank

Diane
Studzinski

VP, Director of Learning & Development
Unum

Johanna
Thuma

AVP Skills & Talent Development
Speakers Biographies


Tiffany Abinsay

Head of Learning Technology
Citi

Tiffany Abinsay is the Head of Learning Technology for Citi, and has been with the company since 2007. She has held many different roles at Citi in the learning and talent space, across Operations, Technology and L&D. Currently, Tiffany leads the team responsible for managing the implementation and strategy of all learning systems across Citi to define the learning eco-system. She has been engaged in multiple enterprise system transitions to SaaS, including Degreed and currently Area 9. Tiffany has a background in Computer Science, which helps to bridge the gap between business and technical knowledge to drive innovative solutions.

Udit Bhatia

Executive Director, Head of Learning,
EY India

Udit is the Head of Learning for EY INDIA practice – a leading management consulting firm with over 35,000 professionals, growing at a very fast pace. In this role, Udit contributes to the organization purpose of Building a better working world by helping business develop talent which is future fit well ahead of time, with the right mindset and can stay committed to clients and society at all times. Today, with over 22 years of experience in the talent development space, he is recommended for his strategic vision on learning, developing various hypothesis driven practical solutions, designing change plans for disruptions, helping teams adapt quickly and for developing future focussed leaders.

Jessica Choi

Senior Director, Field Diversity & Inclusion; Asian Segment Lead
Northwestern Mutual

Bernie GOLDSTEIN

Executive Director, Head of Asset Management North America Client Skills Training & Python Center for Innovation
JP Morgan Chase & Co.

Bernie Goldstein founded Goldstein Professional Development in 2016, based on the belief that high impact coaching should be available to everyone. In addition to his focus on GPD, Bernie is also an Executive Director at J.P. Morgan Chase & Co., in the asset management business. Immediately prior to joining J.P. Morgan, Bernie was Director and Head of Global Sales Training at Legg Mason.

He is also a regular speaker at industry conferences, presenting on topics such as Coaching & Sales Leadership, Storytelling, Emotional Intelligence, and The Art of Influence. His background in sales and coaching shapes his approach to leadership and business strategy. Bernie earned his Professional Certified Coach designation from the Columbia University Executive Coaching Certification Program. He received his BA in History from Columbia University, BA in Philosophy from the Jewish Theological Seminary, and MBA from the University of Philadelphia, PA.

When he's not coaching, you can find him hanging out with his wife and 2 children, volunteering for Food Bank for NYC, cooking and cycling across NYC and beyond.
https://www.gpdcoach.com/

David Guralnick, PhD

President
Kaleidoscope Learning & IELA

Over the past 30 years, David Guralnick has led the design of innovative e-learning scenarios, courses, and simulations, including the first online learn-by-doing simulation training course for corporate use, as well as performance-support systems and authoring tools. His approach to his work synthesizes concepts from the fields of computer science, instructional design, and cognitive psychology. David is the current President and CEO of Kaleidoscope Learning, and serves an e-learning consultant to a variety of organizations, ranging from multinational and Fortune 500 companies to non-profits and universities. He is also the current president of the International E-Learning Association; a regular keynote speaker at international conferences; founder and chair of The Learning Ideas Conference; Editor-in-Chief of the International Journal on Advanced Corporate Learning; Chair of the International E-Learning Awards; and an Adjunct Professor at Columbia University. His work has been featured in Wired magazine, Training magazine (as an Editor’s Choice), and the Wall Street Journal, and he is the recipient of numerous e-learning design awards.

Lisa Hutcherson

SVP Director of Human Capital Strategies
First Federal Bank

Lisa has have over 30 years of management and leadership experience and has been in the financial services industry for 24 years working at Chase, Wells Fargo, First National Bank of Edinburg and First Federal Bank. She started with the Chase management trainee program in 1997 in Dallas Texas and has held roles including Teller Manager, Branch Manager, Retail Regional Manager, Commercial/SBA Lender, Director of Marketing and Director of Human Capital Strategies. Serving on various committees such as the IT steering committee, Compliance and Risk committee and New Product Development team has allowed Lisa to interact with all lines of businesses to gain a well-rounded understanding and knowledge of the entire community bank structure. Lisa is a proud graduate of the University of Texas at Dallas with a Finance and Economics degree and is a Certified Financial Training Manager (CPTM), Society of Human Resource Management Certified Professional (SHRM-CP) and is a Society of Human Resource (SHRM) Recertification provider. She is a certified Centers for Leadership Studies certified Situational Leadership trainer, holds a Talent Development Coaching Certificate and BlueEQ Emotional Intelligence and Psychological Safety certified trainer. In 2002 she was honored with the Greater Austin Hispanic Chamber of Commerce Economic Development Member of the Year and was a 2002 - 2003 Hispanic Austin Leadership (HAL) Graduate.

Her commitment and passion for helping employees be the best version of themselves and to achieve the highest goals made her the perfect fit to help lead the First Federal Bank DE&I program along with leading the culture program along with the Culture Experience Officer and the Executive sponsor. She also has been honored to be the guest editor of the Training Industry Magazine Nov. 2019, Published article “A Seat at the Table” and in the July/August issue with an article titled “DIP into Leadership: Identifying Emerging Leaders during a Time of Change” which was named one of Training Industry Magazines 2021 top 10 most read articles and is a finalist for the 2021 Training Industry Magazine editors choice award.
https://trainingindustry.com/magazine/jul-aug-2021/dip-into-leadership-identifying-emerging-leaders-during-a-time-of-change/
https://trainingindustry.com/magazine/nov-dec-2018/a-seat-at-the-table/

Linked In
Speaking Engagements

  • Suwannee Chamber of Commerce Women’s Leadership Conference “JEWEL” - Emotional Intelligence and Psychological Safety
  • Lake City Chamber of Commerce Leadership Series – Culture and Workplace Engagement
  • Future Branches – Establishing an Internal Culture of Customer Centricity and Ensuring DEI are pillars of Your Workplace
  • HRO Today – Innovative Reward & Recognition Programs to Reduce Employee Turnover
  • Training Industry July Roundtable – Inclusive Leadership: Getting Leaders Onboard with DEI
  • HRO Today - Culture Impacting Upskilling and Reskilling
  • Training Industry Conference and Expo Fall – Inclusive Leadership: Getting Leaders Onboard with DEI
  • Training Industry Conference and Expo Spring – Forms and Templates
  • Training Industry Executive Spotlight

JOY JOSEPH

Director of Training
LIBERTY MUTUAL INVESTMENTS

Joy has extensive experience within the Financial Services Business which spans across several disciplines. During her career, she has held several roles in the industry including as a Financial Advisor, Sales Management, Compliance & Risk Management, and Professional Development. She has several years of experience as the Chief Learning officer and Chief Diversity Officer at a global level, and has led large scale, cross divisional, and global programs supporting the financial services business. In her last role as the President and Head of HR she focused on the recruitment and career counseling of experienced talent. Currently, she is the Director of Training at Liberty Mutual Investments. She is a sought after speaker, member of SHRM, Chair of Womens’ outreach at work (WOW) network, and a board member of Fin Training Innovations. Outside of work, she enjoys hot yoga, reading and spending time with her son.

Bill Kennelly

Senior Vice President
M&T Bank

Bill Kennelly is a Senior Vice President at M&T Bank in Buffalo, NY where he serves as a Senior Learning Program Manager. Bill has also spent over 10 years as a Senior Performance Consultant within the Corporate Learning and Development Division, and nearly 17 years as an Operations Manager in the Banking Services Division.

Bill has direct responsibility for the strategic direction and oversight of leadership and associate development programs for the Banking Services division. In his Learning and Development role, Bill had direct responsibility for bringing advice, solutions and learning strategies to multiple business lines, in addition to managing the bank’s Learning Management application. In 2017 he contributed to the work of shaping and re-defining the Learning and Development department, and managing the change associated with that work. Bill has contributed to the creation of multiple enterprise and divisional training and leadership programs.

Bill holds a master’s degree from Niagara University in Educational Administration and Supervision, is an alumnus of M&T's Management Development Program and currently serves as an Adjunct Professor in the School of Management at The State University of New York at Buffalo. Bill also holds his SHRM-SCP Certification and served as a SHRM Certification Instructor at Canisius College.

Volunteer involvement includes serving on Niagara University’s College of Business Administration Advisory Board, and the Western New York United Way Campaign Committee.

Kamaria Scott

Sr. Manager - Employee Experience Transformation,
Accenture

Kamaria is Employee Experience Senior Manager at Accenture. Previously, she was the Head of Curriculum Strategy and Instructional Design for FIS Global, the world's largest provider of financial technology solutions where she developed, implemented, and communicated the learning strategy for global leadership programs and in support of talent management strategic priorities. Her team developed customized competency-based curriculum and leveraged technology to create impactful learning experiences. Prior to FIS, Kamaria owned a consulting services firm aimed at improving leaders' capabilities to achieve outcomes impacted by employee engagement.

Kamaria holds a M.S. in Industrial and Organizational Psychology from the University of Central Philadelphia, PA and an Ed.S in Adult Education/Human Resource Development from Philadelphia, PA State University. She has spent the last 15 years marrying strategy, theory and practice into meaningful and impactful ways to help organizations develop highly skilled employees and cultures that enable them to do their best work.

Dawn Lewis

Associate Director of Sales Enablement
Russell Investments

Dawn Lewis joined Russell Investments in 2019 as a Manager of Training and Development for Russell Investments. Dawn specializes in developing sales process and product training for a global GTM sales team. Dawn creates resources, repeatable processes, and technology best practices to more efficiently and effectively close and win business. Dawn’s success is driven by partnering with the evolving needs of the business to create actionable deliverables that is relevant to Russell Investments’ business goals and market conditions. Prior to joining Russell Investments, Dawn worked at a large broker dealer for over 17 years a Vice President of Talent Development developing training for firm-wide initiatives to support the sales process. In Dawn’s spare time, she enjoys traveling with her family, reading, running, and gardening.

Matt Petrilla

Senior Learning & Development Specialist & Head of Team Intelligence
Vanguard

Matt Petrilla heads Vanguard’s Team Intelligence department, where he supports teams in reaching their highest collective potential. Matt’s previous roles included Leadership Performance Consultant, as well as Divisional Manager in Vanguard University, where he led Instructional Designers and Multimedia Developers in creating innovative learning solutions for Vanguard’s global workforce.Prior to formal leadership roles, Matt served as a Senior Corporate Trainer, facilitating professional development, feedback & coaching, and leadership development workshops for managers and individual contributors alike. Matt began his Vanguard career in the Institutional Investor Group, and holds his Series 6, 7, and 63 financial licenses.

Tiffany Poeppelman

Director, Career Development
LinkedIn

Tiffany Poeppelman is the Director of Career Development at LinkedIn where she applies emerging and classic career development approaches including tools and programs to 21K employees across the global organization. She has held key roles at some of the most disruptive companies in tech, and has lived in three different countries across Europe and North America. Tiffany currently serves on the Executive Board for the Society of Industrial-Organizational Psychology as the Membership Services Portfolio Officer. She also serves as a professional speaker to global audiences and mentors professionals across their career journey. She received her Master’s Degree in Industrial-Organizational Psychology from Northern Kentucky University, and her Bachelor’s Degree in Psychology from Bowling Green State University.

Mike Rosenberg

Senior Director, Learning and Development
KPMG

Michael Rosenberg is a Senior Director for Learning & Development at KPMG. In this role he is partner to senior executives with results enabling sales, developing leadership capabilities, accelerating change and transforming culture. Success in building talent development functions from the ground up and taking already mature functions to the next level. Michael has cross-industry experience in varied roles always anchored in talent development, and driving individual, team and organizational performance. He is passionate about business strategy and technology as growth levers.

He is past member of the advisory board for a leading enterprise Talent Management systems provider, published articles in journals and trade magazines, and was contributing editor with “e-learning” magazine. On advisory board for the annual Financial Services Learning & Development Innovations conference and was a FinTech Innovation Lab Industry Advisor. Received awards from CLO magazine and Brandon Hall for innovative and trailblazing work in Human Resources. Certified executive coach.

Diane Studzinski

VP, Director of Learning & Development
Bay First National Bank

Working in the finance industry was not the intended path of Dianne Studzinski. However, like her motto of “peeking into each open door,” an opportunity opened more than 2 decades ago, and she never looked back. Beginning as a teller at a large bank and moving through production and support roles of large and small community banks has led to her current role as VP, Director of Learning and Development at BayFirst Financial in St Petersburg, FL. In her journey, Dianne began developing and teaching strategic principles of management and leadership to audiences throughout the Midwest and now in Florida.

Dianne has earned many credentials including the latest, University of South Florida DEI certification to pursue her role as founding Co-Chairperson of the BayFirst DEI Council. In her current role, she has not only created a dynamic L&D department from scratch, but Dianne also found opportunities to formalize the culture at BayFirst Financial and seized the ability to develop a financial literacy and outreach library to expand her reach to audiences outside of BayFirst Financial. Dianne is expanding her goals to include a comprehensive talent strategy to provide a holistic approach of leadership to the many talented individuals at BayFirst National Bank.

Johanna Thuma

AVP Skills & Talent Development
Unum