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 Two

Conference Day Two

Wednesday July 17

7.30 Conference Registration & Networking

8.10 Chair’s Welcome & Recap of Day One

Mark Reid, most recently Chief Human Resources Officer, USAA

Transforming HR

8.20 Discover: Inside the $6bn Financial Services Start-up Transforming an Established Player into a Digital Leader

Blanca Cofino, Senior Vice President Human Resources, Refinitiv

8.40 Discover: Challenging Traditional Thinking to Transform a Long-Established Commercial Bank into an Engine of Innovation, Entrepreneurship and Growth

Kate Etinger, Chief Human Resources Officer, Bank Leumi

9.00 Discover: How to Drive Innovation in a Financial Services Institution with a Complex Operating Model

Jacqueline Welch, Chief Human Resources Officer & Chief Diversity Officer, Freddie Mac

Angie Wilen, Head of HR Innovation, Freddie Mac

9.20 Develop: What Will You Change to Accelerate Your Journey Towards HR Transformation?

Blanca Cofino, Senior Vice President Human Resources, Refinitiv

Kate Etinger, Chief Human Resources Officer, Bank Leumi

Jacqueline Welch, Chief Human Resources Officer & Chief Diversity Officer, Freddie Mac

Angie Wilen, Head of HR Innovation, Freddie Mac

9.40 Action: What Are You Now Going to Change to Accelerate Your Own Company’s Journey Towards HR Transformation?

Output-Focused Action Session Facilitated by the Chair

10.00 Networking & Refreshments

Building a Next Generation Talent Ecosystem

10.20 Discover: What Are the Critical Capabilities We Need to Build in Our Financial Services Organizations to Drive Our Businesses Forward into a Digital Future?

Mark Bocianski, Global Head of Talent & Learning, Western Union

10.40 Discover: How a Talent Ecosystem Identifies, Develops and Deploys Top Talent from Non-Traditional Places to Turbocharge Business Results and Revolutionize Career Development

Michael Shipman, Vice President Talent and Organizational Development, Rockland Trust

11.00 Discover: Where Does This Road Lead? Building a Career Pathway and Skill Based Paradigm for Employee Development in a Future Financial Services Organization

Sean Stowers, Director of Learning Services, Pearson

11.20 Develop: What Are The Keys to Building a Smarter, Simpler, Faster Financial Services Workforce?

Michael Shipman, Vice President Talent and Organizational Development, Rockland Trust

Mark Bocianski, Global Head of Talent & Learning, Western Union

Sean Stowers, Director of Learning Services, Pearson

11.40 Action: What Will You Now Do to Retool Your Organization And Your HR Team to Ensure You’re Equipped To Thrive in a Digital Future?

Output-Focused Action Session Facilitated by the Chair

12.00 Networking Lunch

Reprogramming our People

12.50 Discover: The Fool’s Formula: How Motley Fool Has Built a Smarter, Faster Business by Breaking the Embedded Hierarchy of Ideas

Nate McMahon, Vice President People Technology, Motley Fool

1.10 Discover: Prepare the Next Generation of Leaders for a Financial Services Future We Can’t Yet See

Martin Wild, People Development Consultant, Invesco

12.30 Discover: How Financial Services Leaders Are Actively Deploying Smarter Screening for More Intelligent Hiring

Joy Henry, General Manager – Financial & Business Services, Sterling

1.50 Develop: What Are The Most Vital New Skills Your Business – And Your HR Function – Needs to Develop Now, And How Can You Develop Them Faster?

Nate McMahon, Vice President People Technology, Motley Fool

Martin Wild, People Development Consultant, Invesco

Joy Henry, General Manager – Financial & Business Services, Sterling

2.05 Action: What Will You Now Do to Retool Your Organization And Your HR Team to Ensure You’re Equipped To Thrive in a Digital Future?

Output-Focused Action Session Facilitated by the Chair

2.15 Chair’s Closing Remarks

Mark Reid, most recently Chief Human Resources Officer, USAA

2.30 End of Conference