October 2021 Agenda Topics include:


► Changing Leadership Skills for the Hybrid Workforce
► Strategies for Converting Learning into Performance –Demonstrating the tangible impact of training
► Integrating training and development into the flow of work for continuous daily learning
► Learning’s Role in Building an Equitable Workplace
► Reskilling for Our New World of Work: Speed, Agility & Flexibility
► Adopting a Holistic & Learner Centric Approach to Digital Transformation
► Leveraging Data to Design Learning & Align Outcomes to Business Strategy
► Creating a Coaching Culture in a Hybrid Environment
► Examining the Future Skills for the Learning & Development Professional

Learning leaders are being 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. Hear how forward-thinking organizations continue to embrace transformation and opportunities to innovate and improve learning and talent development.

October 2020 Speakers
PROGRESSIVE INSURANCE

MARISA AFZALI

Diversity & Inclusion Manager
RBC FINANCIAL GROUP

SANDRA BAGLIONE

Head, Learning & Development Centre of Excellence
BMO IFL

DAVID BOJARZIN

Senior Advisor, Emerging Capabilities & Leadership Learning
UNITED SHORE

MATT BOSCHI

Vice President, Training
DXC TECHNOLOGY (formally with U.S. Bank)

CURTIS BROOKS

Principal of Human Resources
AON CORPORTION

LINDA CAI

Global Head of Learning & Talent Development
GP STRATEGIES

LEAH CLARK

Director of Leadership Strategy
HUNTINGTON BANCSHARES INC.

DONALD DENNIS

SVP, Learning & Leader Development
GP STRATEGIES

MATT DONOVAN

Chief Learning and Innovation Officer
Merrill Lynch

Anna Gerber

Director, Academy Leader- FADP West
ALLSTATE

AISHA GHORI OZAKI

Manager, Inclusive Diversity
MASTERCARD

BRIAN GONTARSKI

Director of Learning & Development
IELA & Kaleidoscope Learning

David Guralnick, PhD

President
Caterpillar Financial Services

Andrea Hart

Global HR Director
FEDERAL RESERVE BANK OF ST. LOUIS

AMY HILEMAN

SVP & Learning Officer
AMAZON WEB SERVICES

SAUNTURA JONES

Learning Experience Design, WWRO Sale Enablement
Brainshark

Julie McJunkin

Sales Enablement Operations Manager
JPMorgan Chase & Co.

Christyl L. Murray

VP, Firmwide Talent Development
MASTERCARD

PAUL NISCO

Director, Learning & Development
Liberty Mutual Insurance

Jamey Parker

Sr. Program Manager of Learning Services
VANGUARD

MATTHEW PETRILLA

Leadership Performance Consultant, Leadership Development
LIBERTY MUTUAL INSURANCE

MICHAEL REED

Director, Instructional Design & Administration-Global Risk Solutions
NATIONWIDE

ALEJANDRO RODRÍGUEZ

AVP, HR Change Management & Professional Learning
Unboxed Training & Technology

Dave Romero

President & Co-Founder
CIT

Mike Rosenberg

Director, Leadership, Learning & Development
FIS

KAMARIA SCOTT

Head of Curriculum Strategy & Instructional Design
U.S. BANK

CHRISTY TAYLOR

Training Officer, Corporate Content Curation & Strategy
AIG

MICHELLE TUCKER

Head of Leadership Development General Insurance
WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager
CSAA INSURANCE GROUP

ESAYAS WURETA

Inclusion & Belonging Manager
Invesco

SVETLANA YEDRESHTEYN, PSYD

Director of Learning & Development
LPL FINANCIAL

KATHLEEN ZEMAITIS

SVP, Advisor Diversity & Inclusion
Global Atlantic Financial Group

Jennifer Zimmer

VP, Sales Development & Support
Conference Advisory Board

BNY MELLON

Patty Aquaro

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

Bernard Goldstein

Founder
Vanguard

Matt Petrilla

Leadership Performance Consultant
CIT

Michael Rosenberg

Director, Leadership, Learning & Development
FIS

Kamaria Scott

Head of Curriculum Strategy & Instructional Design
WELLS FARGO ADVISORS

Curtis Twombly

Compliance Education Manager
2020 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


2020 Silver Sponsors
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


2020 Bronze Sponsors
  • 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...