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Learning and Development Innovations for Financial Services

Connie Chartrand
Global Head of Talent Development
Morgan Stanley

Connie Chartrand is currently the Global Head of Talent Development for Morgan Stanley. As such, she and the global Talent Development team are responsible for the creation and delivery of leadership, management, and professional development for all levels of employees within the Firm. Prior, Connie was the Chief Learning Officer for Morgan Stanley Smith Barney.

Prior to joining Morgan Stanley, Connie worked at Merrill Lynch for 15 years working in and leading various talent development functions. Prior to Merrill Lynch, Connie worked for the U.S. Dept. of Defense where she worked and lived in Germany for 6 years. There she taught English and business subjects to the children of military personnel. She returned to the U.S. in 1989 to pursue her Masters degree, which she obtained from Rutgers University in 1996. She received her Doctorate of Education in Adult Learning and Leadership from Columbia University in 2004. She is currently an Assistant Adjunct Professor at Columbia teaching Staff Development and teaches at Cornell’s School of Industrial Labor Relations, Integrated Talent Management.

Connie recently served as the President of the NYC Chapter of the Association for Talent Development (ATD), a non-profit international organization whose mission is to develop those who develop talent within organizations.

Learning and Development Innovations for Financial Services

Shauna M. Collick
Senior Learning Consultant

Shauna Collick has been a Learning Consultant in Vanguard University (VU) for nearly 5 years. Her primary role is partnering with critical divisions like Finance and the Investment Management Group to ensure their strategic business objectives can be achieved through the appropriate learning solutions. Specific areas of focus include financial acumen and leadership development.

Prior to joining VU, Shauna supported both B2B and B2C in Marketing Management roles along with driving enterprise efforts in Corporate Diversity. She came to Vanguard over 11 years ago with a strong marketing background in the credit card industry.

Shauna is a graduate of Clark Atlanta University where she earned her B.A. in Business Administration with a concentration in Marketing.

Learning and Development Innovations for Financial Services

John Findlay

John is a founding partner of the gamification shop, Launchfire. Early on in life John showed promise in the non-existent field of gamification making games out of everything from homework to chopping wood.

Stuck with the unenviable task of training upper management to use SAP John discovered a professional use for his otherwise useless proclivity. He found that by morphing training courses into games he was able to get folks more engaged. At this point he knew he was on to something.

In 1999 John co-founded Launchfire where’s he’s helped design game-based training programs for company’s banking, telco and government clients

Learning and Development Innovations for Financial Services

Lawrence Galitz
ACF Consultants Ltd

Lawrence Galitz is a director and founder of ACF Consultants, and has an international reputation for delivering training seminars for the Global Financial Markets. His latest book – the Financial Times Handbook of Financial Engineering – has become an international standard.

Lawrence is the creator of ACF Consultants’ portfolio of simulations which cover a broad range of topics within banking and finance. These simulations include Global Trader Ultra – the world’s most sophisticated and realistic financial markets simulation – and Global Banker – the most comprehensive and flexible simulation for retail and commercial banks.

A dynamic instructor, DrGalitz has developed a number of innovative blended-learning techniques, integrating eLearning and simulation with instructor-led training to create a highly motivating, multi-faceted, learning experience.

Learning and Development Innovations for Financial Services

Deb Hamilton
SVP, Chief Learning & Development Officer
Fulton Financial Corporation

Debra Hamilton is the SVP and Chief Learning & Development Officer at Fulton Financial Corporation. She has 25 years of experience in education, leadership development, change management, and professional development programs. Prior to joining Fulton, Debra was at the Children’s Hospital of Philadelphia where she built and managed CHOP’s leadership curriculum and executive coaching programs, including a variety of 360-feedback development initiatives and peer coaching models. She is currently responsible for developing a formalized process around talent and organizational development which includes identifying talent gaps within the organization, succession planning, leadership/high-potential development, performance management, and organizational capability development.

Learning and Development Innovations for Financial Services

Christopher L. Henry
Global Head of Facilitation-Leadership Edge
J.P.Morgan Chase

Chris Henry is responsible for talent development and serves as the Global Head of Facilitation for Leadership Edge, J.P. Morgan Chase’s firm-wide suite of leadership and management training programs. Chris is responsible for designing and executing a competency based assessment process to ensure standards of performance for facilitators globally. Prior to assuming this role, Chris was Head of International Faculty for Leadership Edge.

Upon joining J.P. Morgan Chase & Co., Chris was responsible for talent management in the Corporate & Investment Bank. In that role he designed programs and systems to ensure the CIB was strategic in its approach to developing talent. He spearheaded the integration of succession and mobility planning, and leadership development.

Prior to J.P. Morgan Chase & Co., Chris was Vice President of Player Development for the National Football League. His role was to ensure the successful transition of NFL players into and out of professional football by administering a continuum of programs and services designed to assist active and practice squad players to succeed in their lives off-the-field.

Previous to the NFL, Chris worked as a senior consultant with Spencer, Shenk, Capers & Associates, Inc., a behavioral consulting corporation established in 1978. Chris consulted around research-based models and provided leadership and communication training, executive coaching, candidate selection interviewing, and meeting facilitation. Working with publicly and privately held companies, his work focused on maximizing leadership capabilities to improve business performance.

After graduating from Skidmore College in 1991 with a BA in Political Science, he worked in Washington, D.C. for a Member of the U.S. House of Representatives. Chris was responsible for the Congressman’s legislative work on the Small Business Committee.

Chris also spent a year at the Dow Jones Investor Network (DJIN) working with the West Coast Bureau Chief to track, research and analyze the earnings of technology, entertainment and gaming companies.

He received his MSW from the University of Southern California (USC) and is a licensed psychotherapist.

Learning and Development Innovations for Financial Services

Joy Joseph
Head of Culture, Engagement, Branding, Diversity & Inclusion

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. Three years ago year she joined AXA-US as the Head of Learning & Development and has led large-scale programs. In addition, she takes part in an internal Women's network to promote their development and is a member of the Learning and Development Board at a global level for AXA.

Learning and Development Innovations for Financial Services

Jon Kaplan
VP & Chief Learning Officer
Discover Financial Services

Jon Kaplan is the Vice President of the Training and Development at Discover Financial Services. He has responsibility company-wide learning, including leadership & professional development, compliance training, industry learning, and role-based functional training. He has over 20 years of experience in the training industry, having led education and training organizations in the public sector, the private sector, and in unique public-partnerships. Jon is a published author, having written articles on subjects as wide-ranging as organizational change management within public schools to pricing strategies for-profit training services.

Learning and Development Innovations for Financial Services

Tami Krebs
Leadership & Professional Development Program Manager
Raymond James Financial Services

Tami Krebs is a Leadership and Professional Development Program Manager for Raymond James Financial Services, where she is helping the firm build their future leadership pipeline through the development of more effective teams and leaders. Her role includes the design and facilitation of engaging, targeted, learning experiences for firmwide associates tied to a consistent language of leadership.

Over her 17 plus years of experience in a variety of industries including public sector, healthcare, hospitality, and energy/utilities, Tami has a proven track record for identifying and implementing creative organization and talent development solutions that fit the organization’s needs and culture. Since the beginning of her career, Tami has been dedicated to bringing out the best in others whether it be through designing a course, coaching, facilitating a workshop, leading teams, or sharing a useful resource.

Tami received her Masters of Education in Training and Development from Penn State and her BA in Psychology from Shippensburg University of PA. She is a Certified Professional in Learning & Performance (CPLP) and a Certified Health and Wellness Coach. She is an active member of Association for Talent Development (ATD), International Coaching Federation – Central Florida Chapter, Corporate Learning Exchange, and current VP of Marketing and Communications for the ATD FL Suncoast Chapter.

When Tami is not facilitating, designing learning experiences, coaching, or consulting, you will find her volunteering as an Interview and Resume mentor for Dress for Success Tampa Bay, exploring the great outdoors, or going to the gym with her husband, Steve.

Learning and Development Innovations for Financial Services

Duncan Lennox
CEO & Co-Founder

Under Duncan’s leadership, Qstream has become an award-winning provider of sales capabilities software, capturing the attention of some of the world’s top companies in financial services, technology and life sciences. Prior to Qstream, Duncan co-founded and served as CTO of WBT Systems, makers of an enterprise learning platform used by millions of business professionals. Duncan lends his expertise in mobile tech and analytics at industry conferences, and has been quoted in Forbes, CNN and RTÉ on topics of entrepreneurship. He has a B.Sc. in Computer Science from University College Dublin.

Learning and Development Innovations for Financial Services

Brian McGrath
Director, Enterprise Learning & Development

Brian McGrath is Director, Enterprise Learning & Development at BlueCross BlueShield of North Carolina. He has 20 years experience in IT consulting and learning and development. Brian is responsible for the design and development of all leadership, professional development and operational readiness training at BCBSNC.

Brian is a Project Management Professional, whose background includes experience with B2B, vendor management, project/program management, CRM, direct and channel sales, learning technologies (LMS, authoring, media), and adult learning. Brian is leading BCBSNC into a new era of informal learning, leveraging social media and video to make adult learning easier to consume for its employees. Brian believes that learning should always be part of a holistic solution designed to support the needs of the individual while improving execution of the organization’s strategic business goals.

When not working, Brian is an avid runner training for his 3rd marathon. He enjoys the beach, travel, sports, and all things technology-related. Brian lives in Durham, NC with his wife Robin, daughter Kate, and two dogs.

Learning and Development Innovations for Financial Services

Christopher McLaverty Ed.D
VP & Global Account Executive- Financial Services
GP Strategies Corporation

Dr. McLaverty joined GP Strategies as the Global Account Executive for HSBC in 2016, and holds his Ed.D through the Advanced Doctoral program for Chief Learning Officers at the University of Pennsylvania. His experience includes BP (VP HR Global Learning, Talent and Resourcing), Lloyds TSB (HR Director, University of Lloyds TSB) and Accenture. His work in talent and learning includes the development of learning strategies, HR business partnering, leading change and business transformation, leadership development, , talent management, learning design and methodology, and innovation in learning.

Learning and Development Innovations for Financial Services

Daniel Miller
SVP Global Learning Solutions
GP Strategies Corporation

Dan Miller is a Senior Vice President with GP Strategies, he has extensive experience helping clients to define and deploy learning strategies for global workforces. He was integral in the development of the GP Strategies’ Managed Learning Services practice, producing methodology for the implementation of transformational strategies for corporate learning. Dan led the expansion of GP Strategies’ Learning Services into the Asia Pacific region and has lived and worked in the UK serving as the Global Account Executive for GP’s largest financial services client. During his career, he has worked closely with a wide range of clients to develop learning strategies and to implement innovative, world-class learning solutions. Dan holds a BS in Human Resource Management from the New School for Social Research, an MBA from Anderson University and an Executive Certificate in Global Management from Thunderbird University.

Learning and Development Innovations for Financial Services

Brian Mulliner
Director of Organizational Talent Development
Raymond James Financial

Brian Mulliner is the Director of Organizational Talent Development for Raymond James Financial, where he directs and manages the strategy and execution of learning and development processes across the organization including: key talent/high-potential development, leadership and professional development, change management, learning and associate development.

Brian earned his Masters of Science in Organizational Development from the University of San Francisco and has served as a talent development leader within the financial services industry for over 16 years. Brian is passionate about leadership development, promoting a culture of learning and transforming organizational effectiveness. Brian’s extensive experience, lessons learned and best practices for developing leaders have made positive impacts at several fortune 500 companies, including Wells Fargo and Raymond James. As one senior leader wrote, “Brian is an influential, energetic, enthusiastic and empowering leader. He fosters a collaborative environment that encourages brainstorming, outside-the-box solutions and innovation. Such an environment allows individuals to stretch and share best practices to continue to hone their skills.”

Brian is an inspirational leadership coach and a Certified Situational Leadership II facilitator, Gallup StrengthsFinder and Q12 coach and NCTI Real Colors facilitator. He received his certification in instructional design and was a contributing author within “The New Virtual Classroom” by Ruth Clark. He is also an active National Member of the Association for Talent Development (ATD), a past speaker at San Francisco chapter ATD workshops and a National SHRM Web-cast presenter.

When Brian is not coaching, consulting or leading strategic learning design and implementation, you will find him enjoying a round of golf with good friends, playing tennis and/or walking on the beach with his wife of 27 years, Linda Sue.

Learning and Development Innovations for Financial Services

Donna Murdoch
Global Head of Learning Technology & Innovation
S&P Global Ratings

Donna is the Global Head of Learning Technology and Innovation for Ratings Learning, and leads a team of Learning Designers, Trainers, and Technologists who produce innovative, engaging, cutting edge learning experiences for all S & P Global Ratings employees worldwide.

Prior to her role at S & P Global, she led an internal team researching and testing new pedagogies and learning innovations for Philips N.V. in Amsterdam, providing learning and development strategies for the company’s 100,000 global employees. Prior to Philps, Dr. Murdoch was Global Digital Learning Consultant for UNICEF as part of their digital transformation initiative and has held digital learning positions at Apollo Education Group, Temple University, and a number of other organizations. She is also an adjunct faculty member at Columbia University Teacher’s College and University of Pennsylvania Graduate School of Education.

Donna received her Doctorate in Adult Learning and Leadership from Columbia University Teachers College, where she also received her master’s degree in Communication, Media, and Learning Technologies Design. Her undergraduate degree is from Villanova University in Media and Technology.

Learning and Development Innovations for Financial Services

Sarah Nicholl
Director, Corporate Customer Success

Sarah Nicholl is the Director, Corporate Customer Success at D2L. In that role, Sarah launched D2L's corporate segment customer success program, ensuring D2L partners with clients to help them achieve measurable value from their learning platform investment. Sarah has developed a methodology to help clients create success plans that achieve and measure their learning programs, with goals linked to their organization's strategic objectives.

Throughout her career, Sarah has focused on extending the reach of learning through technology. Starting as a learning and development manager in the financial sector, Sarah helped implement one of their first online learning offerings and was excited to see the possibilities offered by enabling learning online. Sarah moved to roles in consulting and managing consultants with industry-leading online learning providers. Over the past 20 years, Sarah has consulted with global organizations to design enterprise learning programs, implement learning and talent platforms, lead strategy engagements, and advise on measuring learning's impact on business outcomes. Sarah has authored several methodologies and white papers, and led webinars and presented at conferences worldwide on topics such as brain science in online learning, learning ecosystems, return on investment of learning and marketing learning programs internally.

Sarah holds a Bachelor of Arts from Queen's University, a Bachelor of Adult Education from Brock University and a Masters of Education focused on learning, work and change from the University of Toronto. Sarah is very interested in how technology is shaping the skills we'll need in the future and the impact on workplace learning.

Learning and Development Innovations for Financial Services

Mike Rosenberg
Director, Leadership, Learning & Development

Partner to senior executives with results transforming HR products and services, driving sustainable value in human capital and creating innovative solutions to meet complex business challenges. Held leadership roles in a variety of areas of talent development, including leadership development, curriculum design and development, learning management systems, compliance training and training operations. Passionate about business strategy and technology as growth levers.

Held leadership roles through major mergers, playing a critical role in integrating Bank of New York and Mellon Financial HR systems and processes, earning recognition and awards for this work. 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.

Learning and Development Innovations for Financial Services

David Snelus
Head of Client Relationships – Americas

David began his career in publishing and events in London in the late 90’s before moving in to the financial training arena with DC Gardner Training in 2003. Following a successful period managing clients across Europe and Africa, David was asked to establish DC Gardner Training’s Americas office in New York in 2005 where he built a successful tailored training business delivering programs for many of the world’s largest banks and financial institutions. In 2014, David joined Fitch Learning with responsibility for business development across the Americas focusing on tailored learning and learning solutions.

David grew up in Edinburgh, Scotland, attained his Bachelor’s degree in York, England before moving to London. He has been a resident of New York since 2005.

Learning and Development Innovations for Financial Services

Christine Trogdon
VP, Senior Talent & Learning Advisor
TD Bank

Christine Trogdon is a Senior Talent and Learning Advisor at TD Bank, America’s Most Convenient Bank®, one of the 10 largest banks in the U.S. In her current role, she consults with Human Resource Partners and business leaders on both talent strategies and learning aligned to business priorities. Her focus in the new mandate is a comprehensive consulting view on talent and learning to support future business needs.

Christine’s had a variety of roles in TD Bank including Learning Business Partner Manager, Organizational Development Manager and Dean of Corporate and Shared Services Businesses. Through her various roles, she focused on either learning or talent where, she built and implemented talent or learning strategies to support business needs. This included Leadership and Professional development, Diversity Leadership training and the design of domain specific learning and implementation of enterprise-wide Performance Management learning.

Prior to joining TD Bank, Christine held multiple learning leader roles at Wachovia/Wells Fargo, including leading the Eastern Metro Learning delivery group for the retail division. Christine also has extensive experience in leading learning groups – including merger learning strategy, learning design, and consulting with internal business clients on learning strategies.

Learning and Development Innovations for Financial Services

Geoffrey Unger
Senior Director, Leadership & Executive Development
PNC Financial Services Group

A respected leader with a reputation for consistently exceptional results, Geoff helps individuals, teams and organizations navigate their path to business success. He has earned a reputation for delivering best-in-class solutions that balance thought leadership with real-world applicability.

Geoff is currently the Senior Director of Leadership and Executive Development at PNC. In this role Geoff and his team oversee leadership development for all 53,000+ PNC employees. Joining in 2016, he leads a multi-year plan to enhance leader development across the company. Most notably the firm launch PNC’s Leadership Standards in Q1 2017. Developed with sponsorship of the CEO and Executive Committee, the standards define what great leadership looks like at PNC.

Prior to joining PNC, Geoff spent ten years at Citigroup in multiple strategic Human Resources, Talent and Learning roles. Geoff served as Senior Relationship Manager in the Citi Learning organization. In this role, he managed learning activity globally within Citi Private Bank, ensuring employees had the right developmental opportunities to grow and deepen the skills needed to deliver an exceptional experience for clients. He worked closely with senior leadership to align business and learning strategy.

Prior to his role at the Citi Private Bank, he was responsible for learning activities within Citi’s Operations and Technology groups for Institutional Clients Group and Enterprise O&T impacting some 40,000+ employees worldwide. He was also formerly part of the Citi Holdings Organizational Effectiveness team. In this role he supported the execution of the Holdings strategy in the areas of talent management, performance, and leadership during one of the largest asset divestures in corporate history.

Earlier in his career, Geoff worked as a market research consultant in the financial services arena with clients including Bank America, JP Morgan Chase and Morgan Stanley. His firm helped Fortune 500 clients obtain a greater understanding of the needs of wealthy investors.

Geoff holds an MBA from Fordham University's Graduate School of Business. He currently lives in Westchester, New York with his wife and eleven year old son.

Learning and Development Innovations for Financial Services

Kacie Walters
VP, Manager, Strategic Programs & HR Talent Management
Northern Trust

Kacie joined Northern Trust in April 2015 as VP, Strategic Programs, in Enterprise Learning & Development. She has 18 years’ experience in the fields of Learning, Organizational Development and Knowledge Management. Kacie leads a small, global team and is responsible for building a global corporate university to organize all learning across Northern Trust along with implementing a new Learning Management System, managing our global Onboarding strategy, leading our client education efforts for our top-tier clients and creating global Mentoring and Career Development programs.

Prior to coming to Northern Trust, Kacie spent her career leading Learning & Development, Knowledge Management and Communication teams for Forsythe Technology, GE Healthcare Advisory Services, Aon Hewitt and General Growth Properties. Most notably, she built 4 knowledge management functions from the ground up, launched 3 enterprise-wide employee portals, led many technology change management efforts to increase adoption and managed the creation of countless sales, business and management training programs to help groups achieve their goals.

She has consulted with a wide variety of organizations and cultures including private, public and start-up corporations, government, and non-profit organizations and has built learning and knowledge-sharing strategies that have global reach for groups from 200 – 25,000 employees. She is passionate about ensuring people have the skills, tools and desired culture they need to work effectively and collaboratively and stay engaged.

Kacie graduated from Indiana University with a B.A. in Political Science and from University of Illinois with a M.A. in Communication. She is certified in Organizational Development, Instructional Design, Knowledge Management and Project Management. She supports a number of local Chicago non-profits focused on building community through storytelling.


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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

Training and Development Innovations for Financial Services

Training and Development Innovations for Financial Services

Training and Development Innovations for Financial Services