September 10-11, 2019

New York City, NY

Monday September 25, 2018

 

08.30 Conference Registration & Networking
09.20 What it Takes to Make a Leap a Reality Suruthi Bala, Community Director – LEAP HR, Hanson Wade
09.30 Chair’s Welcome, Opening Remarks & Connection Before Content Neville Bourke, Organization Change Specialist, formerly Head of HR, Retail Banking, Bank of Ireland
Transforming HR’s Role in Business Performance
09.40 Discover: Transforming Your Approach to Running a People Function Like a Product-Oriented Profit Center L.J. Brock, Chief People Officer, Citadel
10.00 Discover: Company Culture’s Impact on Business Performance Wei-Li Chong, President, KinderCare
10.20 Develop: What Traditional Thinking Do We Need to Challenge to Maximize HR’s Impact on Business Performance in Financial Services? L.J. Brock, Chief People Officer, Citadel
Wei-Li Chong, President, KinderCare
10.35 Action: What Change Will You Now Make to Take a Leap Forward? Output-focused Action Session Facilitated by the Chair
10.50 Speed Networking & Refreshments
Reinventing The Employee Experience
11.30 Discover: Creating a High-Impact System of
Coaching to Transform Performance, Double
Revenue & Boost Employee Engagement in Your
Financial Services Institution
Jim Minogue, Chief Human Resources Officer, Guggenheim Securities
 11.50 Discover: How First United Is Overhauling Performance Management to Create High-Performance Systems Fit for High-Performance People Chuck Olsson, Chief Human Resources Officer, First United Bank & Trust
12:10 Discover: How DTCC Totally Transformed the Way They Do HR Through a Unified Platform Focused on Simplicity, Innovation & the Employee Experience

Cara Capretta, Vice President – HCM Transformation PracticeOracle

Lori Trezza, Managing Director of HR, DTCC

12.30 Develop: How Can We Radically Reinvent the Employee Experience? Jim Minogue, Chief Human Resources Officer, Guggenheim Securities

Chuck Olsson, Chief Human Resources Officer, First United Bank & Trust

Cara Capretta, Vice President – HCM Transformation PracticeOracle

Lori Trezza, Managing Director of HR, DTCC

Greg Cullison, Director of HR Technology, DTCC

12.45 Action: What Can We Transform about How We Get the Best from Our People? Neville Bourke,Organization Change Specialist, formerly Head of HR, Retail Banking, Bank of Ireland
1.00 Networking Lunch
Rethinking How We Approach Talent
1.50 Discover:From Workforce to Workfit: The Gig Economy is Here, is Your Workforce Strategy Fit to Capitalize & Compete? Amy Anger, Vice President & Global Lead, CoE & Chief Culture Officer, Kelly OCG
2.10 Discover:Rethinking Recognition in the Financial Services Business of the Future to Drive Retention & Reduce Attrition Michael Rory Katz, Vice President Human Resources, E*TRADE
2.30 Develop: How Do We Rethink the Way We Approach Talent for the Financial Services Business of the Future?

Amy Anger, Vice President & Global Lead, CoE & Chief Culture Officer, Kelly OCG

Michael Rory Katz, Vice President Human Resources, E*TRADE

2.45 Action: What Changes Will You Now Make to
Transform How You Look at Talent in Your Financial Services Organization?
Output-Focused Action Session Facilitated by the Chair
3.00 Networking & Refreshments Break
Revolutionizing People Analytics
3.30 Discover: Rethinking How to Establish, Advance, & Transform People Analytics to Drive Business Performance & Boost the Employee Experience in Financial Services

Kate Roach, Vice President, Talent & Careers, American Express

Margaret Knudsen, Vice President, Human Capital Insights, American Express

3.50 Discover: Investing in the Frontline Workforce: How Discover Leveraged Financial Analytics to Build a Comprehensive Education Benefits Program Jon Kaplan, Vice President – Learning & Development, Discovery Financial Services
4.10 Develop: How Can We Transform the Impact of HR Analytics on Your Business & Workforce?

Kate Roach, Vice President, Talent & Careers, American Express

Margaret Knudsen, Vice President, Human Capital Insights, American Express

Jon Kaplan, Vice President – Learning & Development, Discovery Financial Services

4.25 Action: How Will You Now Transform Your Approach to People Analytics? Neville Bourke, Organization Change Specialist, formerly Head of HR, Retail Banking, Bank of Ireland
4.40 Chair’s Closing Remarks & End of Conference Day One
4.50 Informal Networking Drinks

What is a Deep Dive?

This deep dive session will provide an an opportunity for you to join an intimate and highly-interactive group of senior people leaders to plug into the very latest strategies on how to attract, retain and develop the talent your business needs now to ensure growth and sustainability.