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

8.00 Chair’s Welcome & Recap of Day One

Mark Reid, most recently Chief Human Resources Officer, USAA

Transforming HR

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

Blanca Cofino, Senior Vice President Human Resources, Refinitiv

8.30 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

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

Julia Kellogg, Chief People Officer, North American Bancard

9.10 Develop: How Do You Accelerate the Development of a Culture of Innovation and Entrepreneurship in Your Organization?

Blanca Cofino, Senior Vice President Human Resources, Refinitiv

Kate Etinger, Chief Human Resources Officer, Bank Leumi

Julia Kellogg, Chief People Officer, North American Bancard

9.30 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

9.50 Networking & Refreshments

Building a Next Generation Talent Ecosystem

9.50 Discover: Rethinking Leadership Development to Prepare the Next Generation of Leaders for a Financial Services Future We Can’t Yet See

Martin Wild, People Development Consultant, Invesco

10.10 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

10:30 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

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

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

Martin Wild, People Development Consultant, Invesco

Sean Stowers, Director of Learning Services, Pearson

11.10 Action: What One Thing Can You Now Do To Rethink The Way You Develop Your Workforce When You Return To The Office?

Output-Focused Action Session Facilitated by the Chair

Reprogramming our People

11.30 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

11:50 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

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

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

12.30 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

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

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

12.50 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

1.10 Networking Lunch

1.50 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

3.15 Chair’s Closing Remarks

Mark Reid, most recently Chief Human Resources Officer, USAA

3.30 End of Conference