July 15-17
New York, NY

How disruptive HR in Financial Services
is delivering
commercial impact now &
leading agile businesses into a digital future

AboutConference Day One

Conference Day One

Tuesday 16 July

8.00 Conference Registration & Networking

8.40 Chair’s Welcome, Opening Remarks & Connection Before Content

Mark Reid, most recently Chief Human Resources Officer, USAA

Reimaginging Strategic HR

9.00 Discover: Accelerating the Digital Fitness of Your Workforce to Build a Faster, Smarter, More Future-Focused Financial Services Business from Within

Jeff Hood, Executive Vice President Human Resources, Citizens Bank

9.20 Discover: Re-Imagining Strategic HR in a Fast-Changing Financial Services Industry

Thomas Lutz, VP Global Solutions, Finance, Insurance, Technology & Business Services, KellyOCG

9.40 Develop: What are the Keys to Building a Faster, Smarter, More Future-Focused Workforce?

Jeff Hood, Executive Vice President Human Resources, Citizens Bank

Thomas Lutz, VP Global Solutions, Finance, Insurance, Technology & Business Services, KellyOCG

Peter Vultaggio, Global Head of Talent Development and Change Management, Silicon Valley Bank

10.00 Action: What Do We Need to be Preparing For in Order to Win in a Future Financial Services Industry?

Output-Focused Action Session Facilitated by the Chair

10.20 Speed Networking & Refreshments

Rethinking Engagement

11.00 Discover: Inside a Low-Cost, High-Impact Digital Approach to Transforming Engagement in the Financial Services Organization of the Future

Download the Event Guide for Full Details

Jamie Kopsachilis, Chief Operating Officer & Head of HR Operations, Société Générale

11.20 Discover: 10 Vital Levers to Help You Increase the Change Capacity of Your Organization and Your People to Prepare for a Future Financial Services Industry

Download the Event Guide for Full Details

Peter Vultaggio, Global Head of Talent Development and Change Management, Silicon Valley Bank

11.40 Develop: How Do We Need to Rethink the Way We Look at Engagement to Inspire our Workforce to Achieve Next-Level Performance?

Jamie Kopsachilis, Chief Operating Officer & Head of HR Operations, Société Générale

12.00 Action: What Are You Now Going to Change About Your Own Approach to Engagement to Move the Needle in Your Organization?

Output-Focused Action Session Facilitated by the Chair

12.20 Networking Lunch

Rethinking Culture

1.20 Discover: Replicating an Award Winning Tech Culture Inside a Financial Services Business Which Attracts Brilliant People to Join and Inspires Them to Want to Stay

Download the Event Guide for Full Details

Fatima Beach, Chief People Officer, SpiderRock

1.40 Discover: Leveraging engagement, culture, and systems thinking to accelerate digital transformation

Download the Event Guide for Full Details

Brian Hickey, Head of HR Strategy and Analytics, Vanguard

2.00 Develop: How Are The Outliers in the Financial Services Industry Rethinking Culture to Give Them A Competitive Advantage?

Fatima Beach, Chief People Officer, SpiderRock

Brian Hickey, Head of HR Strategy and Analytics, Vanguard

2.20 Action: What One Thing Can You Now Do To More Effectively Use Your Own Culture As a Lever for Peak Performance?

Output-Focused Action Session Facilitated by the Chair

2.40 Networking & Refreshments

HR Transformation

3.10 Discover: Lessons Learned From the Front Line of HR Transformation in Financial Services

Luis Rojas, most recently Head of HR Strategy and Planning, Wells Fargo

3.30 Discover: Inside the Journey to Building a Simpler, Faster, More Engaging Financial Technology Company

Julia Kellogg, Chief People Officer, North American Bancard

3.50 Discover: HR Transformation: Why Being Data Driven Doesn't Work

Wes Wu, Vice President Advisory Services, Visier

4.10 Develop: What Are The Keys to Creating a More Change-Agile Financial Services Business?

Luis Rojas, most recently Head of HR Strategy and Planning, Wells Fargo

Julia Kellogg, Chief People Officer, North American Bancard

Wes Wu, Vice President Advisory Services, Visier

4.30 Action: What Can You Now Change to Transform the Impact HR has on Your Organization?

Output-Focused Action Session Facilitated by the Chair

2.00 Speed Learning: HR Leaps From Financial Services People Leaders

In this quick fire session, six people leaders from financial services companies of all sizes will share the story of a leap they have made in their business; You then get the opportunity to question the host to find out the ‘how’ as well as the ‘why’ and the ‘what’ before moving on to your next table to hear another leap from another people leader, and so on until you’ve heard all six leaps and gained six new ideas you can implement in your own organization.

speed networking
Untitled design (78)

Laura Scherban
Global Head of Talent Acquisition
Brown Brothers Harriman

Untitled design (76)

Wendy Mullen
Chief Human Resources Officer
First Manhattan Co.

Luis Rojas

Luis Rojas
most recently Head of HR Strategy and Planning,
Wells Fargo

5.20 Chair’s Recap & Closing Remarks

Mark Reid, most recently Chief Human Resources Officer, USAA

5.30 End of Conference Day One and Informal Networking Drinks