November 2022 Agenda Topics Include:

► Case Study on Learning Academies : Building a strategy/capability-based Academy for successful on-boarding, retention & professional Development within your organization
► PANEL: Strategies and solutions to navigate the skill gap
► PANEL: The Heads of Learning: REUNITED: From Virtual to hybrid/Live: Taking stock of where we are, lessons learnt and how to reinvent L&D
► Training Solutions for the Future: Strategies to transition to eLearning
► Re-thinking the Design of Learning: Case study on how do we look at the learner’s experience in this new work world
► PANEL/Case Study on Successful Digital Credentialing & Badging: Strategies for employee retention and professional development
► Case Study: Building an enterprise-wide DEI / ESG culture: How to implement, scale and successfully merge DEI into Learning
► Instructional Design: Strategies for hybrid learning to keep the learner engaged
► PANEL: Strategies for new associate on-boarding for difference roles: Sales, operations, support, account management team members
► TECHNOLOGY PANEL: New technologies in learning - AR, VR & technology in everyday learning tasks
► Bank Case Study on On-boarding: Strategy and tactics to build, roll out and measure success
► Case Study on Metrics in Learning: Enterprise learning measurement program: Demonstrating the value of learning to the enterprise
► Case Study on Leadership Training: Hands on tools to train your leaders and customization of leadership training


RAVE REVIEWS FROM
May 2022 Attendees!
2022 Speakers
M&T Bank

Bill
Kennelly

Banking Services Senior Learning Program Manager
VISA

Arun
Bedi

Senior Director, Sales Excellence and Leadership Development
1st Source Bank

Margie
De Craene

Talent Development Sr Specialist, Human Resources
Leading Edge Training Solutions

Lee
Deaner

President
Boston Consulting Group

Jaime
DiGirolamo

Career Development and Talent Management Manager
Unum

Benjamin
Duffy

AVP Digital Learning
Learnexus

Pete
Enestrom

CEO & Founder
JP Morgan Chase & Co.

Bernie
Goldstein

Executive Director, Head of Asset Management North America Client Skills Training & Python Center for Innovation
True Office Learning (a Learning Pool company)

Neha
Gupta

CEO
Kaleidoscope Learning & IELA

David
Guralnick

President
MetLife

Kirsten
Jackson

Director; Enterprise Learning & Development
GP Strategies

Cheryl
Jackson, PhD

Organization Design & Change Practice Lead
LIBERTY MUTUAL INVESTMENTS

JOY
JOSEPH

Director of Training
Bank Midwest

Suzi
Kalsow

VP Learning & Development
Russell Investments

Dawn
Lewis

Manager Training and Development
Learnexus

Colette
McGonagle

Learning Consultant
Kaltura

Sean
McMann

Senior Director of Sales, Enterprise
VANGUARD

MATT
PETRILLA

Leadership Performance Consultant
GP Strategies

Tom
Pizer

Director of Learning Technologies
Accenture

Kamaria
Scott

Employee Experience Senior Manager
KPMG

Andrew
Shields

Associate Director, Learning Solutions
WELLS FARGO ADVISORS

Curtis
Twombly

Compliance Education Manager
Bank of America

Michael
Winters

Academy Program Design Manager; Experience Management Lead for The Academy
Bank of America

Michael
Wynn

Senior Vice President; Academy Innovation and Solution Design Manager
TTCINNOVATIONS

Debbie
Wooldridge

CEO & Founder
Silicon Valley Bank

Amy
York

Director, Product Training and Communications
Premier Partner
  • Next generation payment models, analytics & technology to improve outcomes, patient/member satisfaction, financial performance & transparency


Educational Underwriters
  • 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


Supporting Organizations
  • 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


Exhibitor
  • 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