October 2021 Agenda Topics include:

► Executing Large Scale Upskilling & Reskilling Efforts
► Aligning L&D and DEI
► Strategies for Creating a Learning in the Flow of Work Environment
► Leveraging Tech Tools: Mobile, AI, VR, Video, and more!
► Utilizing Learning Data Analytics for More Targeted Training
► Rethinking Onboarding in the New World of Work—Virtual & Hybrid
► Examining Learning’s Role in Change Management Efforts


Plus…Personal Development Sessions for L&D Professionals!

Learning leaders continue to be called on to be more flexible, more agile, and more creative in how they deliver training. During this unique conference, custom designed for learning and talent leaders within the financial services industry, you will learn how your peers are modernizing their L&D strategy to reflect remote and hybrid environments, as well as, how they are developing long term plans for what development will look like in the years to come.

We will explore and provide real world solutions to some of L&D’s pressing challenges such as building skills at scale, developing diverse and inclusive leaders, delivering training that drives productivity, and leveraging new tech tools such as VR and AI to enhance learning.

Join us on October 26 & 27 to hear how forward-thinking organizations continue to embrace transformation and opportunities to innovate employee learning and talent development.

October 2021 Speakers
Citi

Tiffany
Abinsay

Head of Learning Technology

Patricia
Aquaro

Former Managing Director- Head of Risk & Professional Excellence, BNY Mellon
United Wholesale Mortgage

Matt
Boschi

Vice President of Training
LESSONLY

REBECCA
BOYLE

Enterprise Account Executive
Bank of America

Deb
Crick-Furman

SVP & Senior Learning Manager
GP STRATEGIES

Stephen
Egri

Client Director for Financial Services & Insurance- EMEA
USAA

Sean
Fenton

Executive Director, Enterprise Compliance Training
State Farm Insurance

Doretta
Gordon

Director of Learning Design & Technology- L&D
Kaleidoscope Learning & IELA

David
Guralnick, PhD

President
LENDING CLUB

KAMI
HANSON, PHD

Director, Learning Technology
GALLAGHER (formally w/Cincinnati Insurance)

TRICIA
INDERHEES, CPTM

Strategic Learning & Development Manager
LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training
LOWER

JOHN
LANZ

VP, Training and Development
GP STRATEGIES

Dan
Miller

SVP & Financial Services Industry Leader
VANGUARD

MATT
PETRILLA

Leadership Performance Consultant
MANULIFE/JOHN HANCOCK

SANDY
REZENDES

Head of Global Learning
Cormentum

Jonathan
Schultz

Co-Founder
FIS

Kamaria
Scott

Global Head of Curriculum Strategy & Instructional Design
Independence Blue Cross

Emily
Sheetz

Learning Consultant
Charles Schwab

Johannah
Simon

Managing Director, Risk & Regulatory Training
ETU

SOWMYA
SUDHINDRANATH

VP of Services
NORTHWESTERN MUTUAL

KATHY
TAGUE

Senior Director, Field Talent & Performance
Wells Fargo Advisors

Curtis
Twombly

Compliance Education Manager
NORTHERN TRUST

KACIE
WALTERS

SVP, HR Learning & Development
Bank of America

Karen
Wilson

SVP & Executive-The Academy
Bank of America

Mike
Wynn

SVP & Innovations Design Manager- The Academy
Cormentum

Rommie
Zats

Co-Founder
Conference Advisory Board

Patty
Aquaro

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

Bernard
Goldstein

Founder
LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training
Vanguard

Matt
Petrilla

Leadership Performance Consultant
FIS

Kamaria
Scott

Head of Curriculum Strategy & Instructional Design
WELLS FARGO ADVISORS

Curtis
Twombly

Compliance Education Manager
2021 Platinum Sponsors
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


2021 Gold Sponsors
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


Who Should Attend:

Financial Services Heads, VPs, Directors and Managers from:

  • Training & Development
  • Learning
  • Leadership & Executive Development
  • Corporate Universities
  • Commercial L&D
  • Global Learning
  • Talent Development
  • Talent Management
  • Learning & Innovation
  • Product & Sales Training
  • Organizational Development
  • Education
  • Human Resources
  • People & Culture
Tailored for Financial Services & FinTech
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
  • Blockchain/cryptocurrency
RAVE REVIEWS FROM
PAST ATTENDEES...