Agenda for Financial Services

Main Conference Day 1 – October 26, 2011

For full session details, please download the People in Financial Services Brochure.

8:00 Registration
8:30

Opening Remarks from Chair

John Mattone, President, Executive Development Associates (EDA)

8:45

Opening Keynote: Strengthening Employee Engagement: A Focus on Transparency and Trust

Cynthia Palumbo, VP of Global Talent Management, MasterCard Worldwide

9:45

Going Social: How to Leverage Emerging Media in Your Recruitment Strategy

Andrew Streiter, Area Vice President, CareerBuilder

10:30 Morning Networking Break
11:00

The War for Talent: Do You Buy or Build? Case Study by BOK Financial Corp

Jeff Reid, SVP, Director of Talent Management & Acquisition, BOK Financial Corp

12:00 Luncheon
1:00

Discussion Panel: Diversity in the Workforce

Kimberly Thekan, SVP Talent Acquisition & Integration, Robert W. Baird & Co.
Johanna Steans, Senior Leadership & Development Program Manager, Esurance

1:45

Mid-Level Managers: Critical Insights, Case Study: Bank of the West

Anita Peterson, VP, Regional Training, Bank of the West

2:30 Afternoon Networking Break
3:00

Leveraging your Alumni Network for Recruiting and Business Generation

Neal Wendel, Managing Director of Human Resources, Credit Suisse

3:45

HR Purpose: Business Partner to the CEO – A View from the C-Suite

Mark Steiman, SVP/Chief Human Resources Officer, Kinecta Federal Credit Union

4:30 Conference Day 1 Sessions Conclude
4:35 Cocktail & Networking Reception

Main Conference Day 2 – October 27, 2011

For full session details, please download the People in Financial Services Brochure.

8:00 Registration
8:30

Anatomy of A Merger – The Wells Fargo/Wachovia story from an HR perspective.

Kate Barton, Vice President and Manager of Human Resources, Finance and Corporate Properties, Wells Fargo

9:30

Recruiting Quality in a Time of Change

Marcia Leander, Assistant Vice President of Staffing, Unum

10:30

Morning Networking Break

11:00

CASE STUDY: "Delivering on the power of human capital through Strategic Workforce Planning" –Strategic Workforce Planning by differentiating the workforce into Strategic Capabilities, Strategic Positions, and Strategic Talent

Jim O’Malley, Senior Vice President, Workforce Planning & Executive Talent Acquisition, Fifth Third Bancorp
Kirsten Marriner, Senior Vice President, Director, Human Resources Business Consulting, Fifth Third Bancorp

12:00

Luncheon

1:00

Finance Learning & Development: A Case Study in Building an Enterprise-Wide Finance University on a Shoestring Budget

Greg Benzon, Senior Vice-President, Corporate Finance Human Resources, Wells Fargo

1:45

Globalizing Talent Management – The Oracle Journey

Brent Mesick, Senior Manager, Global Talent Management Center, Oracle

2:30 Afternoon Networking Break
3:00

Performance Management

Melinda Lebofsky, Assistant Vice President, Human Resources, Farmers Insurance

3:45

Creating a Winning Corporate Culture

Elizabeth Cole, Senior Vice President of Human Resources, Genworth Financial

4:30 Conference & Day 2 Sessions Conclude

For full session details, please download the People in Financial Services Brochure.