September 27-28 2016

New York

Breakfast Workshop A
Tuesday September 27, 2016

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07.15 - 09.15

Reinventing A High-Performance Culture In Financial Services

Before the first conference day begins, this interactive workshop will allow a select group of people leaders to challenge traditional thinking around how to reinvent performance management, and how to develop a high-performance culture in the Financial Services organization of the future. This dedicated session offers a more intimate and interactive opportunity to dig deeper into this subject and walk away with a practical roadmap for success.

7.15 Workshop Leader’s Introduction & Welcome

Kerry Francis, most recently VP & Regional Head Talent Management Americas & Corporate, AIG


7.30 Discover: Harnessing the Power of Purpose to Inspire FinTech Talent to Join and Make Them Want to Stay

  • Lessons learned from PayPal’s journey of declaring, shaping, igniting, scaling, and sustaining a purpose-driven culture
  • How leveraging purpose and culture drives innovation, commitment, engagement and tangible bottom-line value
  • Building an internal movement of culture champions that empowers everyone to build a customer-centric culture from the inside out

Marcia Morales-Jaffe, Chief People Officer, PayPal


7.50 Discover: Building a High Performance Culture of Entrepreneurialism to Move a Bank from Turnaround to Transformation to Growth

  • Using employee think tanks to drive diversity of ideas from throughout the organization, including those closest to the customers
  • Creating an environment where risk taking is part of the DNA, failing fast is encouraged, and lessons learned from every initiative
  • Leveraging cross functional teams of employees of all levels to save costs, drive efficiencies, and improve performance

Janice Mazzallo, Chief Human Resources Officer, PeoplesBank


8.10 Debate: How Can We Achieve And Maintain A Culture Of High Performance In The Context Of Constant Change?
Question the speakers on how to avoid compromising the high performing parts of your business – or the ability to become a high performing organization – through the change you are going through.

Marcia Morales-Jaffe, Chief People Officer, PayPal 
Janice Mazzallo, Chief Human Resources Officer, PeoplesBank


8.30 Action: How Can You Overcome the Barriers to Becoming a High Performance Organization in Your Operating Context?
Working in small groups, this session will allow you explore how to better link people and business performance for organizational development success in a future Financial Services industry.

Facilitated by the Workshop Leader


8.50 Workshop Leader’s Recap & Conclusion

Kerry Francis, most recently VP & Regional Head Talent Management Americas & Corporate, AIG


9.15 Close of Workshop


***Conference Day Two starts immediately after the end of Breakfast Workshop A***

Breakfast Workshop B
Wednesday September 28, 2016

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07.15 - 09.15

Preparing for the Future of People Analytics in Financial Services

Taking place immediately before the start of the second conference day, this dedicated, dynamic workshop will examine how people analytics is evolving in the Financial Services business of the future and allow you to identify what you need to be doing now, the skills you need to be building, and how your current approach needs to change to ensure you are able to leverage your own people analytics activities to gain a competitive advantage in an increasingly digital industry.

7.15 Workshop Leader’s Introduction & Welcome

Kerry Francis, most recently VP & Regional Head Talent Management Americas & Corporate, AIG


7.30 Discover: From Information to Insight to Impact: Using People Analytics to Change Practices & Behaviors at Credit Suisse

  • Overcoming the challenge that talent development can be like advertising 30 years ago: “I know I’m wasting half of my budget, I just don’t know which half”
  • Moving from information to impact – the evolution of workforce analytics at Credit Suisse and how to translate it to bottom line business benefit
  • Using analytical tools to predict what your staff will do before they even do it and arming your managers with insights to make vital interventions

Paul Noonan, Global Head of Workforce Analytics, Credit Suisse


7.50 Discover: Transforming Performance & Reducing Turnover by Leveraging Talent Analytics In Your Financial Services Firm

  • Leveraging predictive analytics and bio data to improve new hire quality, revenue generation, and talent retention
  • Using consumer marketing strategies to track candidate “buying behavior” to increase attraction effectiveness
  • How you can achieve ground-breaking results at low cost while delivering material reduction in short term turnover

Jeff Hood, EVP & Head of Talent Acquisition, Citizens Bank


8.10 Debate: What Role Will Talent Analytics Play in the Financial Services Organization of the Future?

This session will give you the chance to dig deeper into the stories shared by the presenters and gain insight into what you need to be
doing now to prepare for a digital future with analytics at the heart of everything we do in HR.

Paul Noonan, Global Head of Workforce Analytics, Credit Suisse

Jeff Hood, EVP & Head of Talent Acquisition, Citizens Bank


8.30 Action: How Can You Overcome the Barriers to Developing a Predictive Analytics Capability in Your Organization?
Working in small groups, this session will allow you to share and discover what might prevent you developing a predictive analytics capability, and outline the actions you can take now to overcome them.

Facilitated by the Workshop Leader


8.50 Workshop Leader’s Recap & Conclusion

Kerry Francis, most recently VP & Regional Head Talent Management Americas & Corporate, AIG


9.15 Close of Workshop


***Conference Day Two starts immediately after the end of Breakfast Workshop B***