slidemain slidemain slidemain slidemain

Get the information you must have to stay ahead of the tremendous changes in organizational structure, technology, regulations, and just about everything else in financial services. Our 15+ speakers will share with you Best Practices in all 4 key areas of Training, Development and Learning Technology. This event delivers powerful case studies, discussion roundtables and panels designed to meet the unique challenges and opportunities facing financial services T&D practitioners. Whether you're just starting out, or are an experienced Training executive, you will benefit from the in-depth coverage provided by this cutting-edge forum:

This in-depth, hands-on conference offers Financial Services Firms a unique 4-part format designed to cover the 4 most important aspects of training and development:


Part I: Next Generation Training & Development – Thriving in the New Era of Financial Services


» Change Management: Creating Social and Leader-Led Learning
» Innovation Thought Leaders: Exclusive Cutting Edge Panel Presentation

» Building "Just-in-time" Change Management Capabilities: A New Case          Study
» Promoting Recognition of Training and its Corporate Impact Throughout       the Firm

Part II: Transforming Traditional Training – New Methodologies & Tools to Increase Productivity & ROI


» Measuring Learning & Development ROI
» Training as a Competitive Advantage
» Sales Coaching in a Post-Sales Process World

» Strategic On-boarding
» Turning Branch Associates into Brand Ambassadors
» How to Grow Your Training Budgets

PART III: Ensuring Your Training Reflects & Promotes Compliance & Risk Management

» Building Compliance into Your Training Strategies
» Going (or Taking It) Beyond the Norm in Risk Management Education

PART IV: Harnessing Proven Technology Tools to Promote & Enhance Learning

» How Game Thinking Can Revolutionize Your Business
» Using Social Media for Client Management in Business Development in a    Regulated Environment
» Self-paced Blended Learning for Dummies
» Integrating New Training Modalities for Old School Systems and                   Processes

Part V: Optional Post Conference Workshop -- The Pursuit of Excellence in E-Learning Design: 25 Practical To-Dos


» Visualizing information: the engaging human-computer interface
» Learning by doing: training with simulations
» Learning by playing: training with serious games
» Avoiding "death by PowerPoint": training with immersive e-learning
» Using content creation tools: unleashing creativity
» Using e-learning authoring systems: license versus freedom
» Using content-management systems: the keys to efficient updates

» Handling SCORM/AICC compliance: harnessing your learning                      management system

A partial listing of companies attending past Training & Development for Financial Services Conferences:


Speakers
Learning and Development Innovations for Financial Services
President and Chief
Executive Officer
Richardson
Learning and Development Innovations for Financial Services
Vice President, Strategic
Planning Training Manager
PNC Financial Services
Group
Learning and Development Innovations for Financial Services
Senior Training Consultant
Travelers Insurance
Learning and Development Innovations for Financial Services
Vice President, Training
Legg Mason
Learning and Development Innovations for Financial Services
Head
Learning and Development
AXA-Equitable
Learning and Development Innovations for Financial Services
Vice President
Strategic Relationships
Experience
Prudential Retirement
Learning and Development Innovations for Financial Services
Learning and
Development Manager
Marlin Equipment Finance
Learning and Development Innovations for Financial Services
Senior Training Manager
Charles Schwab
Learning and Development Innovations for Financial Services
Associate Director
Global Learning Design
USB AG
Learning and Development Innovations for Financial Services
Chief Learning Officer &
SVP - Talent Management
and Development
SunTrust Bank
Learning and Development Innovations for Financial Services
Sr. Product Strategist
Moody’s Analytics
Learning and Development Innovations for Financial Services
Director of e-learning
UBS Financial Services
Learning and Development Innovations for Financial Services
Regional Development
Manager
Wells Fargo Securities
Learning and Development Innovations for Financial Services
Director
Sales Training
Prudential Retirement
Learning and Development Innovations for Financial Services
Senior Vice President &
Head of Global
Talent Development
NORTHERN TRUST
Learning and Development Innovations for Financial Services
Professor
The Wharton School
University of Pennsylvania
Learning and Development Innovations for Financial Services
Managing Director,
Sales Training Design
Charles Schwab
Learning and Development Innovations for Financial Services
Founder
Becker Multimedia
RAVE REVIEWS FROM MARCH 2013 DELEGATES!

"Loved the presentations and the panel discussions. The presentations provided great information and the panels provided lots of great insight."
— Serpil Gazko-Serfaty, Assistant Vice President, Project Manager, PNC University

"Very well organized and efficient action packed with speakers and content…liked that all topics were financial services related and very relevant."
— Jordana Mirel, Vice President, Corporate Training Manager, Eaton Vance

"I enjoyed the variety of speakers representing training. This allowed for a broader perspective on the topics. The conference setting, logistics and meet and greet events were very enjoyable."
— Anita Noriss-DeAngelo, SVP, Talent Development and Learning, Union Bank

"Liked the 'ted.com' section a lot. Good speakers."
— Chuck Howell, Assistant Director, FDIC

"I liked the opportunities to gain exposure to other L&D professionals."
— Matt Petrilla, Supervisor, Vanguard

"Networking gave me access to many perspectives and experience."
— Trevor Richards, Corporate Trainer, Cambridge Investment Research

"Nicely done organizing varied topics and keeping a good pace."
— Dan Rubertone, Learning and Development Leader, Ernst & Young

"Networking and hearing what other ideas companies are implementing in their training initiatives."
— Valerie Blum, Vice President, Learning & Development, PlainsCapital Corporation

"Specific to financial services — We all face the same regulations, issues, so solutions presented are very relevant and good networking opportunity."
— Cheryl Stuart-Issac, Learning Technologies and Corporate Services Manager, Union Bank

"Loved the narrow focus and immediate applicability."
— Pat Minor, Corporate Learning and Development Specialist, Western Financial Group

"I have taken pages and pages of notes on coaching, social learning, e-learning, etc. So much usable and relevant content."
— Michelle Coates, Manager Learning and Development, Western Financial Group Insurance Solutions

" I got a better perspective on issues…and best practices."
— Bob Harris, AVP of Professional Development, Waddell & Reed, Inc.


"What did I get out of the meeting: resources, connections, measurement perspectives, insights and validation."
— Libby McCready, Director Strategic Learning, Dynamic Funds

"I liked the levels of engagement of the participants and the topics were well chosen."
— Kevin Toderel, Senior Project Strategist, Moody's Analytics

"Great insights into L&D areas that are new to me. Able to hear real examples, best practices and what has not worked so well. Good interactive flow of information."
— Zandra Hattersley, HR Analyst, AXA Equitable

"Quality of presenters and their practical experience."
— Sylvain Friedman, Global Financial Services Leader, Ernst & Young


"The opportunity to dialogue with other learning professionals in the financial industry."
— Marvette Johnson, Instructional Systems Designer, SNL Knowledge Center

"Thanks for organizing & offering such a good conference." I enjoyed the time we were given to network."
— Tanya St. Julian-Alexander, AVP of Professional Development, Waddell & Reed

"You know I love this conference! Great sense of camaraderie, inspiring thought leadership and friendly, fund participants. Thanks for an amazing two days! You're the best."
— Sonia Vora, SVP and Head of Global Learning & Development, Northern Trust

"Casual nature of the group — while still delivering great best practices and proven strategies."
— Curtis Twombly, Compliance Education Manager, Policy Administration Group, Wells Fargo Advisors

"Good info on learning modalities. Good source of quotes and follow up material."
— Jim Robert, VP, L&D, York Risk



Register Now

Keep Me Informed

Join Our Community
linkedin
Supporting Organizations
Training and Development Innovations for Financial Services

Training and Development Innovations for Financial Services
Training and Development Innovations for Financial Services
Training and Development Innovations for Financial Services