October 2021 Speakers

Citi

Tiffany Abinsay

Head of Learning Technology

Patricia Aquaro

Former Managing Director- Head of Risk & Professional Excellence, BNY MELLON
Bank of America

Keith Bobbitt

SVP, Innovation Team Lead-The Academy
United Wholesale Mortgage

Matt Boschi

Vice President of Training
Kaleidoscope Learning & IELA

David Guralnick, PhD

President
Bank of America

Karen Humphries

SVP, Learning Executive
Wells Fargo

Shawn Lewis

Chief Learning Officer
Independence Blue Cross

Emily Sheetz

Learning Consultant
FIS

Kamaria Scott

Global Head of Curriculum Strategy & Instructional Design
Wells Fargo Advisors

Curtis Twombly

Compliance Education Manager
Bank of America

Karen Wilson

SVP & Executive-The Academy
Bank of America

Mike Wynn

SVP & Innovations Design Manager- The Academy
Speakers Biographies


Patricia Aquaro

Former Managing Director- Head of Risk & Professional Excellence, BNY MELLON

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.

Keith Bobbitt

SVP & Innovation Team Lead-The Academy
Bank of America

Keith Bobbitt leads a team focused on enhancing talent management capabilities (attracting, hiring, training, & developing talent) in order to build a competitively differentiated front-line workforce (Consumer & Small Business, Merrill, Private Bank) at Bank of America. Keith joined the bank 2015. In earlier roles he developed strategy and led transformation initiatives in the Consumer & Small Business organization focused on deploying a new client engagement strategy, improving the client experience around key life events, and developing new offerings through strategic partnerships.

  Prior to joining Bank of America, Keith served in a corporate strategy function with Fidelity Investments, and sales / marketing functions with the Charlotte Hornets (NBA). He received his undergraduate degree from the University of North Carolina at Chapel Hill, and his MBA from the University of Virginia (Darden School of Business). He resides in Charlotte, NC.

Matt Boschi

Vice President of Training
United Wholesale Mortgage

Matt Boschi is an award-winning training leader that specializes in the development of: team members, instructional designers, trainers, business leaders, skill-based training programs, and organizational learning platforms. Matt and his teams have spearheaded the development and implementation of company-wide training for three different organizations that have ranked in the "Top 125" training organizations in the world (as ranked by Training Magazine). For the last 9 years, Matt has directed/lead all the training initiatives for the country’s second largest mortgage company (United Shore) and number one wholesale mortgage lender in America (UWM). Matt’s company has recently secured three consecutive Top Ten rankings from Training Magazine (#8 in 2018, #9 in 2019, and #5 in 2020) and has made the prestigious Top 125 list for six consecutive years.

Matt’s other accolades include:

  • 25 years of hands on experience in the “people development” business. First as a Weapons Sergeant in the US Army, then in numerous roles throughout corporate America. These roles have included: Presenter, Facilitator, Instructional Systems Designer, Organizational Development Specialist, Training Team Leader, Training Director, Assistant Vice President, Training Consultant, and most recently, Vice President of Training.
  • 10X Top 125 Award Winner (2003, 2005, 2006, 2007, 2008, 2016, 2017, 2018, 2019, 2020)
  • 2X Trainer of the Year Award Winner
  • 2X National Best Practice Award Winner (Training Weekly: Nov/Dec 2016 and May 2019)
  • Disney Institute Graduate (2018) and Training Magazine Certification Earner (2016)
  • Recipient of numerous Military Decorations, Medals, Badges, Citations, and Campaign Ribbons.

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.

Karen Humphries

SVP & Learning Executive
Bank of America

Karen Humphries is the learning executive supporting Consumer, Small Business and Wealth Management. Key responsibilities include delivering learning strategies and solutions to enable employees to perform effectively in their role. Prior to August, Karen led the Regulatory & Learning Services team. In this role, Karen oversaw regulatory learning for the firm and managed enterprise learning services related to governance, solutions development, preferred supplier management and learning systems administration.

Other assignments during her 24-year career at Bank of America include various learning positions supporting Global Technology & Operations, Staff Support, Legacy Asset Servicing (LAS), Home Loans Fulfillment and the Financial Centers; leading mortgage process activities for Strategic Assistance Agreement with China Construction Bank; leading associate readiness activities for large scale change initiatives including mergers, technology, and role transformations.

Karen resides in Charlotte, NC and is active in the community. Recently she’s been involved in committees focused on fundraising activities supporting St. Jude’s and Theatre Charlotte.

Shawn Lewis

Chief Learning Officer
Wells Fargo

Emily Sheetz

Learning Consultant
Independence Blue Cross

Emily Sheetz is a learning professional with more than a decade of experience designing and developing innovative learning solutions for clients such as American Red Cross, Nielsen, Sanofi, and Moet Hennessy. At Independence Blue Cross, she is a learning consultant for the Operations Academy Training Team where she spends most of her time triaging projects, aligning to business strategy, leading digital learning, and interfacing between our business area clients and the design team. Emily is also the host of a popular L&D podcast called The L&D Forecast.

Kamaria Scott

Global Head of Curriculum Strategy & Instructional Design
FIS

Kamaria is the Head of Curriculum Strategy and Instructional Design for FIS Global, the world's largest provider of financial technology solutions. She develops, implements, and communicates the learning strategy for global leadership programs and in support of talent management strategic priorities. Her team develops customized competency-based curriculum and leverages technology to create impactful learning experiences.

Prior to joining 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 Florida and an Ed.S in Adult Education/Human Resource Development from Florida 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.

Curtis Twombly

Compliance Education Manager
Wells Fargo Advisors

Curtis is a proven performance consultant and a senior learning leader with over 15 years of experience in the financial services industry. Since 1996, Curtis has enabled Charles Schwab & Co., Inc., Wachovia Securities and Wells Fargo to achieve results through educating their workforce, implementing change initiatives and driving performance improvement initiatives.

While working for Charles Schwab & Co., Inc., he directly supported the transformation of Schwab's workforce from a transactional service provider to an advice driven consultative selling organization. While at Wells Fargo, he led the skill development and change management efforts necessary to establish an integrated wealth model and to install a team-based contact management system. While at Wachovia Securities, which is now Wells Fargo Advisors, Curtis has been involved with the skill development, change management and performance improvements for initiatives that include two large scale mergers, transition of transactional based advice to an advisory-based model and the implementation of a corporate university. After growing up and starting his career in Phoenix, Arizona, Curtis currently lives in St. Louis, MO. Along with his partner Susan and children, Lauren and Christopher, he spends his non- working hours enjoying the outdoors, cooking, movies and hanging out with friends. Curtis is also involved in consulting a local public school district, leading a Boy Scout troop and advising 6th graders at his church.

Karen Wilson

SVP & Executive-The Academy
Bank of America

Karen Wilson is Senior Vice President and Executive for The Academy, an award-winning training and development organization with over 40,000 participants each year. In this role, she is responsible for creating an –end-to-end learning experience for Consumer Lending employees. Karen joined Bank of America in 1985. She was most recently the Performance Enablement Executive for Consumer Lending. In this role, she had responsibility for multiple planning and integration topics including business planning and integration management, process improvements, communications, readiness initiatives and the deployment of the mortgage originations platform.

During her 35-year career, she has held various leadership positions of increasing responsibility in consumer banking including Business Integration for Home Loans Sales, Mid-Atlantic divisional sales support, Mid-Atlantic consumer marketing management, sales process design, reward and recognition delivery management, and channel development management. She assumed her current assignment in 2017.

Karen proudly serves on the Boards of the Greater Richmond YMCA, Virginia Commonwealth University Grace E Harris Leadership Institute, Bon Secours St Frances Medical Facility and the University of Richmond Customer Experience Program. Additionally, she is the Executive Sponsor for the LEAD for Women Employee Network in Richmond, and also serves as the Mid- East Regional Chair for LEAD.

Karen earned her Bachelor of Science degree from George Mason University where she majored in Accounting. She is a Six Sigma Green Belt and Black Belt. Karen resides in Richmond, Virginia with her husband and two children.

Mike Wynn

SVP &Innovations Design Manager-The Academy
Bank of America

Mike Wynn is a Senior Vice President and Innovations Design Manager for The Academy. In this role, he is responsible for delivering innovations to increase synergies and reduce inconsistencies between individual learning programs offered by The Academy. He is also responsible for solving common learning challenges and creating a holistic, high-tech and high- touch employee learning experience to foster career growth and development. Mike joined Bank of America in 2005. During his 16-year career he held several roles within the Consumer channel which include Financial Center Manager, Market Training Leader, Consumer

Market Manager and Associate Readiness Manager. As a Readiness Manager, he had responsibility for driving employee readiness, client satisfaction and sales performance for all Financial Centers in South Carolina.

As a part of his current responsibilities, he manages a team behind the scenes to bring innovative solutions to the Bank. One of those solutions includes the use of virtual reality, which is designed to increase employee engagement and learning retention using state of the art technology. His team also specializes in interactive learning solution design to help improve the overall learning experience by combining dynamic graphics and audio to deliver memorable content. He resides in Waxhaw, North Carolina.





-->