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. |
| 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 |
| 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.



