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People                          October 22-23, 20122nd Annual                                   Le Meridien • Cambridge, M...
Networking                                                                             Network with Speaker Faculty and Ev...
Speaking Faculty Includes:    •	 Conference Chair - Lewisa Anciano       Vice President, People, Coast Capital Savings    ...
Main Conference Day 1 – October 22, 2012                                                  8:00 am Registration            ...
1:00 pmDerailing your HIPOs: What Are You Doing Wrong?Have you ever wondered how your fellow colleagues in the industry ar...
Main Conference Day 1, continued  4:15 pm  Engaging Millennial Leaders of Tomorrow  Beth Feringa, MA, SPHR, Managing Direc...
Main Conference Day 2 – October 23, 2012  8:30 am  Hiring for Potential  Traci Dunn, SVP, Inclusion, Talent & Organization...
Main Conference Day 2, continued  11:00 am  The Talent Mismatch  Chris Sellinger, Managing Director, New England, CareerBu...
3:15 pmI Had a Great Mentor: Best Practices in Mentoring HIPO TalentSonia Vora, Vice President, Global Learning & Developm...
Conference Details Pricing Information                     Register by           On or Before 8/10/2012                   ...
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2012 financial services jul16th

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This year’s People in Financial Services conference will focus on how the right leadership and engagement tools can elevate your organizations success and performance through its HIPO talent. Learn the importance of having a strategic plan in place to attract, develop and retain HIPOs.

Focused sessions and case studies will discuss best practices in engaging and retaining high potential talent, leadership development, and cutting-edge recruitment strategies in a post-recession reality.

In addition, the summit will address key areas that affect your talent management processes such as; organizational development, branding, culture, deployment, segmenting, and strategic
business partnerships.

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Transcript of "2012 financial services jul16th"

  1. 1. People October 22-23, 20122nd Annual Le Meridien • Cambridge, MA in Financial Services Engaging Tomorrow’s Leaders
  2. 2. Networking Network with Speaker Faculty and Event Executives know that high potential performers hold the keys to Participants including: success. With all of the market volatility and regulatory strain that has been put on the workforce in the financial services industry over C-Suite Executives, CHRO, VP HR, the last few years, engaging and retaining this particular segment of SVP HR, COO, CFO, Director, Deputy the workforce is necessary. Empowering your HIPO’s with the right Directors, Managers and Team Leaders tools, training, and leadership qualities is just part of the equation. with responsibilities in: More importantly, how do you hold on to your HIPO’s? How can • Human Resources you align your organization business and its culture with the needs • Talent Management and wants of today’s HIPO in the financial services industry? • Strategic Workforce Planning • Succession Planning This year’s People in Financial Services conference will focus on • Performance Management how the right leadership and engagement tools can elevate your • Talent Acquisition & Recruitment organizations success and performance through its HIPO talent. • Engagement & Retention Learn the importance of having a strategic plan in place to attract, • Leadership Development develop and retain HIPOs. • Corporate Culture • Human Capital Strategy Focused sessions and case studies will discuss best practices in • Organizational Development engaging and retaining high potential talent, leadership development, • Learning & Development and cutting-edge recruitment strategies in a post-recession reality. In addition, the summit will address key areas that affect your Connect with TMA talent management processes such as; organizational development, Follow us on branding, culture, deployment, segmenting, and strategic business Twitter partnerships. The latest about the event & your industry. @TheTMAlliance Join us on Facebook Join an event, share an experience http://on.fb.me/ yx8BVp People October 22-23, 20122nd Annual Le Meridien • Cambridge, MA in Financial Services Engaging Tomorrow’s Leaders
  3. 3. Speaking Faculty Includes: • Conference Chair - Lewisa Anciano Vice President, People, Coast Capital Savings • Ann Lueth VP, Human Resources Director, First Bank Financial Centre First Bank Financial Centre has been named a Top Place to Work employer by the Milwaukee Journal Sentinal for three consecutive years. 2010, 2011 and 2012. • Kirsten Mariner SVP, Director of Talent Management & Development, Fifth Third Bancorp Fifth Third Bancorp has been ranked #372 on 2012 Fortune 500 List for largest U.S. Corp. They have also received the 2011 Gallup Great Workplace Award; 2011 Leading Companies for Employees with Disabilities. • Chris Sellinger Managing Director, New England, CareerBuilder • Derek Lombard Vice President, Director of Talent Development, Embrace Home Loans Embrace home Loans has made the Inc 5000 List for two consecutive years, 2010, 2011; They have also received The Best Place to Work in Rhode Island: 2006, 2007, 2008, 2009, 2010, 2011, 2012. • Traci Dunn SVP, Inclusion, Talent & Organizational Effectiveness Director, Huntington National Bank • Beth Feringa Managing Director, Organizational Development, Charles Schwab & Co. Charles Schwab & Co. is ranked #1 in the Securities Industry, two years in a row. They have also been recognized in FORTUNE Magazine’s “World’s Most Admired Companies®” 2012 as well as #1 in Online Brokerage Customer Satisfaction three Years in a Row • Eric Simpson SVP, Director Leadership Development, BBVA Compass BBVA Compass has earned 10 Greenwich Excellence Awards for banking excellence in 2011. • Tom Abogabal Vice President, Sales, eCornell eCornell is a finalist in the “Customer Service Team of the Year” category in The 2012 American Business Awards. They have also received the 2012 People’s Choice Stevie Award for Favorite Customer Service; Training Industry, Inc.’s list of The Top 20 Leadership Training Companies in 2012, 2011, and 2010. • Rachel Fichter Executive Director, Global Head of Training and Development for Worldwide Securities Services, JP Morgan Chase JP Morgan Chase 11 Share and 9 Quality Leader distinctions from Greenwich Associates, 2012. • Sonia Vora Vice President, Global Learning & Development, Northern Trust Northern Trust has been awarded One of the “World’s Most Admired Companies,” Fortune Magazine, 2012 - Sixth Consecutive Year; Top 50 Company for Executive Women, National Association for Female Executives (NAFE) — February 2012, Fourth Consecutive Year • Tom Abogabal Vice President of Sales, eCornell • Bertrand Dussert Vice President, HCM Transformation and Thought Leadership, Oracle
  4. 4. Main Conference Day 1 – October 22, 2012 8:00 am Registration 8:30 am Opening Remarks 8:45 am Leveraging Talent to Drive Culture Change Rachel Fichter, Executive Director, Global Head of Training and Development for Worldwide Securities Services, JP Morgan Chase How effectively are you leveraging your talent development programs to address strategic business challenges? Learning and development professionals know that talent programs, which generally focus on a small percentage of the employee population, rarely achieve the kind of scale necessary to have a meaningful impact on strategic business imperatives, such as driving culture change and organizational transformation. Join this session to hear how JPMorgan’s Worldwide Securities business is using a top talent program not only to develop its future leaders, but also to support the goal of the business to establish and reinforce a culture of continuous improvement as part of its Operational Excellence program. Learn how to systematically embed frameworks and tools in your entire organization that are generally reserved for top talent. 9:30 am Developing HIPOS at the Top Level Sponsored by Merryck & Co. In this session, Merryck & Co. will share their unique approach in helping businesses develop senior executive leadership. Join the session and learn best practices in mentoring and developing the highest tiers of leadership in your organization. Learn how to identify and develop HIPO talent at the highest levels of your organization. 10:30 am Morning Networking Break 11:00 am The Future of Talent Acquisition in Financial Services Sponsored by Pinstripe What does tomorrow’s financial services leader look like? Moving forward in today’s complex global economy, financial institutions simply cannot continue to hire based solely on the kind of talent that was successful for them in the past. This session will explore the competencies needed for your workforce in a post-reform financial services industry. Learn what the future will command from your talent and make sure everything is aligned with the business. Make talent acquisition a strategic priority so that you are attracting and bringing the best talent into your organization. 12:00 pm Luncheon
  5. 5. 1:00 pmDerailing your HIPOs: What Are You Doing Wrong?Have you ever wondered how your fellow colleagues in the industry are overcoming the hurdles? Thisdynamic panel will feature best practices from small to midsized financial organizations. Discover theinnovative ways these organizations have used development as a means to hold on to their top talent, even inthe worst of economic times. Join the discussion as senior executives share how they have been able to retaina highly productive workforce while warding off talent poachers.2:00 pmPanel Discussion: Leaders of a Smaller World: A Closer Look at Engagement and Retentionin Small to Medium Size Financial InstitutionsPanelists: Ann Lueth,VP, Human Resources Director, First Bank Financial CentreDerek Lombard, Vice President, Director of Talent Development, Embrace Home LoansWhat does tomorrow’s financial services leader look like? Moving forward in today’s complex global economy,financial institutions simply cannot continue to hire based solely on the kind of talent that was successfulfor them in the past. This session will explore the competencies needed for your workforce in a post-reformfinancial services industry. Learn what the future will command from your talent and make sure everything isaligned with the business. Make talent acquisition a strategic priority so that you are attracting and bringing thebest talent into your organization. 3:00 pm Afternoon Networking Break3:30 pmWorkforce Segmenting for SuccessKirsten Mariner, SVP, Director of Talent Management & Development, Fifth Third BancorpHow are you segmenting your workforce? Are you delivering the same human capital programs to allemployees, or are you differentiating programs and investments based on distinct needs and potential returnon investment?See how Fifth Third Bank is differentiating its investments and targeting its offerings to maximize impact andoptimize ROI with strategic workforce segmentation. Join this session as Kirsten shares how they have beensegmenting roles based on the nature of the work. In addition, learn how competency-based work can beused to target selection, assessment, development, and other human capital interventions. The TMA Difference Talent Management TMA strictly enforces an attendance policy to guarantee the best possible experience for our speakers and attendees. TMA maintains a 70/30 split between practitioners from end user companies and vendors that provide talent management and recruitment solutions. www.the-tma.org
  6. 6. Main Conference Day 1, continued 4:15 pm Engaging Millennial Leaders of Tomorrow Beth Feringa, MA, SPHR, Managing Director, Organizational Development, Charles Schwab Managers directly impact employee engagement and your retention of talent across your organization. In today’s workforce, more and more Millennials are in the run for supervisory and managerial roles. Learn how to engage these first-time leaders and empower them with the leadership skills they need to be successful. Engage them early and focus on their development to build a foundation for their engagement and your retention of key talent. Join this discussion as Beth shares strategies and best practices for engaging Millennials and leveraging their leadership styles to enhance their performance and that of the talent they lead. Session Takeaways: • Understand the importance of Employee Engagement to retention and profitability • Engaging Millennials as leaders offers unique challenges and opportunities • Leverage Millennials leadership styles for impact and effectiveness 5:00 pm Conference Day 1 Sessions Conclude 5:10 pm Cocktail & Networking Reception This event has been approved for 12.5 Credits. Event Organizer Whether you are looking to build your own event or trying to decide which industry event will give you the best ROI, Your Event Strategy (YES), LLC can help you with your event strategy. YES is a network of senior event professionals with international experience in event contract negotiation, logistics, program management and sales & marketing. We have developed events in North America, South America, Asia, Africa and Europe. No matter what industry or topic, we have specialists that can handle the project. www.youreventstrategy.com
  7. 7. Main Conference Day 2 – October 23, 2012 8:30 am Hiring for Potential Traci Dunn, SVP, Inclusion, Talent & Organizational Effectiveness Director, Huntington National Bank Today’s executives are putting a lot of emphasis on assessing and developing high potential talent. But how much focus has been put on bringing high potential talent into organizations? Join this session, as Huntington shares ways they are restructuring their recruitment strategies to ensure the best talent is being brought into their organizations. 9:30 am The Future of HR Service Delivery, Recruitment and Workforce Planning in Global Financial Services Bertrand Dussert, Vice President, HCM Transformation and Thought Leadership, Oracle Sponsored by Oracle If you have ever contemplated what the last 5 years have done to change the way global financial service firms think about HR and recruitment service delivery, you should enjoy this session. Have you ever asked yourself any of these questions? • Has the financial crisis of 2007 to 2009 fundamentally altered the way financial service firms think about HR and Recruitment? • Has technology disrupted our assumptions of a best in class recruitment approach? • Is technology playing an incrementally different role? Have there been paradigm shifts and disruptions? • What is next, and what are firms doing to attempt to see around the corner? • Is Workforce Planning real, and what problems does it really solve? • These may all be interesting changes to HR, but what are the real business headlines to stem from this new context? In this session, Oracle along with industry expert and former American Express executive Bertrand Dussert, will address these questions and provide thought starters on many more. We will discuss the latest trends in HR service delivery in global financial service firms, and assess the impact of these developments on recruitment, selection and strategic workforce planning. We will also explore how leading companies are thinking about the role of technology as part of the service delivery chain, and discuss the impact of regulatory oversight on the HR technology landscape, as well as the implications this has for financial service firms looking to maintain a competitive advantage in the battle for top talent. The session will provide real world examples, and we also aspire to have a little fun along the way. 10:30 am Morning Networking Break
  8. 8. Main Conference Day 2, continued 11:00 am The Talent Mismatch Chris Sellinger, Managing Director, New England, CareerBuilder Sponsored by CareerBuilder The American Society of Training & Development predicts that by 2015, 60 percent of new jobs will require skills that only 20 percent of the workforce possess. Already, companies are finding it difficult to find talent in the areas most critical to their growth; however, while finding qualified talent is one of today’s biggest recruiting challenges, it is by no means impossible. Many companies are finding innovative ways to compete in a limited talent pool. This session will explore the opportunities TD Ameritrade have taken advantage of to find the qualified talent they need in this increasingly competitive market and the solutions they have implemented within their own organization to bridge the impending skills gap. 12:00 pm Luncheon 1:00 pm Interactive Discussion: Potential vs Readiness: Are your HIPO’s Really Ready? Assessing and developing your top talent a critical piece of the talent wheel. It is even more important to go further and not only identify HIPOs, but clearly assess their potential and readiness for the job at hand. In this interactive session, we will discuss the differences between talent that has the potential for the job vs. talent that is actually ready to do the job. Join the discussion among fellow executives in the industry as we discuss ways to bridge this gap so that your HIPOs are engaged and prepared to take on accelerated roles and responsibilities.w 2:00 pm Getting it Right From the Start : Early Assessment of HIPOs In this session, the discussion will focus on the early assessment of HIPOs within organizations. Learn how top executives in the industry are mixing informal and on-the-job assessments with the right predictive skills and personality assessments as they find ways to add depth and strength to their HIPO pools. Gain insights on how to identify, motivate and retain employees with leadership capabilities. 2:45 pm Afternoon Networking Break
  9. 9. 3:15 pmI Had a Great Mentor: Best Practices in Mentoring HIPO TalentSonia Vora, Vice President, Global Learning & Development, Northern TrustThe most frequent response given by successful leaders when asked what most helped them in their careers.Individuals and organizations instinctively know that there are few relationships that provide as much benefitas mentoring at such a low cost. As companies become more global, mentoring has expanded from informalrelationships to include formal programs, structured matching and targeted competencies.Dynamic forces including workforce demographics, economic issues and innovative competition continue toexert pressures on organizations to increase their high potential pipeline and accelerate the development ofleaders.During this session, Sonia will share how Northern Trust reinvigorated their traditional mentoring programto support talent and high potential development through new options including reverse, group and virtualrelationships.4:00 pmLearning on the Participants ScheduleEric Simpson, SVP, Director Leadership Development, BBVATom Abogabal, Vice President, Sales, eCornellHow do you engage top talent learners while ensuring cost efficiency and a high quality learning experience?This session will feature innovative approaches being used to provide learning opportunities to diverse, andgeographically dispersed groups of high potential leaders. We will take a look at multiple virtual deliverymethods and how we can be more innovative and interactive in this area. See the challenges and successes thathave come out of embracing blended tools for virtual learning for developmentSession Takeaways: • How to use multiple forms of virtual delivery to increase engagement • How to use virtual teambuilding and other tools in increase interaction and networking • How to ensure follow-up by involving participant’s managers • How to keep administration time to a minimum to ensure cost efficiency 4:45 pm Conference & Day 2 Sessions Conclude Sponsorship Opportunities Every solution provider has different goals. With TMA, sponsors can have a package that best fits their budget and aligns with their goals. To discuss custom packages, please contact Morsell Allison at 888-339-9599 x588 or email Morsell.Allison@the-tma.org. There is also the alternative to choose from a pre-packaged sponsorship menu.
  10. 10. Conference Details Pricing Information Register by On or Before 8/10/2012 Standard Price Conference $1,295 $1,695 Registration Information Reference: Please fill out & include registration Fax form to 281-552-8914, Call 888-339-9599 or Email info@the-tma.org form with payment. Attendee Name Payment Policy: Payment is due in full at the Title time of registration and includes Company lunches and refreshments. Your registration will not be confirmed Address until payment is received and may City State/Province Zip/Postal be subject to cancellation. Please go online to: www.the-tma. Phone Email org/cancellation to view our cancellation policy. Payment Information Account No. MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: Expiration Date Security Code Talent Management Alliance Type Visa Mastercard AMEX Discover re: People in Financial Services 485 7th Avenue, Suite 1680 Billing Address New York, NY 10018 City State/Province Zip/PostalVenue Information Le Méridien Cambridge-MIT 20 Sidney Street. • Cambridge, Massachusetts 02139 Tel: (617) 577-0200 Business travelers will enjoy the convenience of High Speed Internet Access from the sun-filled conference rooms and appreciate a fully equipped business centre. Over 8 Conference rooms offering flexible meeting options for groups of 5 to 250 with seamless technology to communicate effectively before, during and after your meetings.

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