Main Conference – Day 1

– Breakfast Deep Dive A –
Rethinking Employee Engagement
07.15	Deep Dive Registration, Networking & Breakfast
07.30	Deep Dive Leader’s Welcome and Introduction
07.40	Discover: Radically Redesign Your Financial Services Institution’s On-Boarding Experience to Boost Revenue & Productivity & Slash Attrition
08.00	Discover: Rethinking Recognition in the Financial Services Business of the Future to Drive Retention & Reduce Attrition	Michael Rory Katz, Vice President Human Resources & Head of Compensation, E*TRADE
08.20	Debate: What Are the New Attributes We Need to Develop in the Successful Tech Leaders of Tomorrow?
		Michael Rory Katz, Vice President Human Resources & Head of Compensation, E*TRADE
08.40	Action: What One Thing Will You Now Change About How You Engage Your Employees?	Output-Focused Action Session Facilitated by the Deep Dive Leader
09.00	Deep Dive Leader’s Recap & Conclusion
09.15	End of Deep Dive Conference Day One starts at 9.30, immediately after the end of this Deep Dive

08.30	Conference Registration & Networking
09.30	What it Takes to Make a Leap a Reality	Suruthi Bala, Community Director – LEAP HR, Hanson Wade
09.40	Chair’s Welcome, Opening Remarks & Connection Before Content	Neville Bourke, Organization Change Specialist, formerly Head of HR, Retail Banking, Bank of Ireland
Transforming Your HR Function
09.50	Discover: Transforming Your Approach to Running a People Function Like a Product-Oriented Profit Center	L.J. Brock, Chief People Officer, Citadel
10.10	Discover: Transforming Your HR Department into a Business-Driven Value Center for a Business Operating at the Intersection of Tech & Finance	Andy Goodman, Chief Human Resources Officer, OpenLink
10.30	Develop: What Traditional Thinking Do We Need to Challenge to Make HR Transformation a Reality?	L.J. Brock, Chief People Officer, Citadel
		Andy Goodman, Chief Human Resources Officer, OpenLink
10.45	Action: What Changes Will You Now Make to Ensure Your People Function Is Meeting the Needs of Your Organization?	Output-focused Action Session Facilitated by the Chair
11.00	Speed Networking & Refreshments
Reinventing Performance Management
11.40	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 Partners
12.00	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
12.20	Develop: How Can We Radically Reinvent Performance Management in Our Businesses?	Jim Minogue, Chief Human Resources Officer, Guggenheim Partners
		Chuck Olsson, Chief Human Resources Officer, First United Bank & Trust
12.35	Action: What Can We Transform about How We Do Performance Management to Get the Best from Our People?	Output-Focused Action Session Facilitated by the Chair
12.50	Networking Lunch
Rethinking How We Approach Talent
1.50	Discover: Talent Acceleration: Putting Talent Acquisition Change in Motion to Drive Growth in Your Financial Services Business	Jocelyn Lincoln, Vice President – Talent Supply Chain CoE, Kelly OCG
2.10	Develop: How Do We Rethink the Way We Approach Talent for the Financial Services Business of the Future?	Jocelyn Lincoln, Vice President – Talent Supply Chain CoE, Kelly OCG
2.25	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
2.40	Networking & Refreshments Break
Revolutionizing People Analytics
3.10	Discover: Rethinking How to Establish, Advance, & Transform People Analytics to Drive Business Performance & Boost the Employee Experience in Financial Services	Kate Roach, Vice President People Analytics, American Express
3.30	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
3.50	Develop: How Can We Transform the Impact of HR Analytics on Your Business & Workforce?
4.05	Action: How Will You Now Transform Your Approach to People Analytics?	Output-Focused Action Session Facilitated by the Chair
4.20	Chair’s Closing Remarks & End of Conference Day One
4.30	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.