People in. October 8th, West Club- New York, NY. Financial Services. 3rd Annual

Transcription

1 3rd Annual People in October 8th, West Club- New York, NY Financial Services

2 3rd Annual People in October 8th, West Club- New York, NY Financial Services This past year was a year of ambiguity for the financial services industry, many waited in uncertainty for regulatory changes that would dramatically shift the dynamic of their industry indefinitely. But as all the uncertainty has cleared, executives can once again see the horizon and now the industry is ready to take action. Smart and savvy talent executives are responding to this climate change with a renewed focus on being facilitators of these changes by supporting their lines of businesses in two critical ways; helping to build a culture that attracts new talent in the face of regulatory change and transforming their workplace environment into a place that engages and retains talent in the face of change. In response to these current events, this year TMA s People in Financial Services conference will tackle the very things that are top of mind for talent executives. Join us for an amazing day of shared learning and networking. Learn from industry peers who are ahead of the curve and have found ways to earn their seat at the table and become the much needed facilitators of change by building and fostering a culture that can weather the storm. Connect with Us 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.

3 Event Speakers Event Chairperson Scott Fuhr Director of Marketing SkillSurvey Tiffany D. Wilson Vice President, Sr. Corporate Recruiting Manager BOK Financial Young Lee, CFA, Esq General Counsel MacKay Shields, LLC Thomas Collimore, CFA Head, Industry Relations CFA Institute Tanya Garzon Head of Human Resources MacKay Shields, LLC Kristen Ireland SVP, Leadership Initiatives, Franchise Risk & Strategy Citi Lesley Hoare VP, HCM Business Transformation Oracle Angela Hills Executive Vice President Pinstripe, Inc Debra Kestenbaum VP, Talent Acquisition Manager Chubb Michael Ireland Co-Founder GrowthLeaders John Ritter Client Relationship Director icims Mary Ellen Sadim Associate Director MacKay Shields LLC Ann Morgan Vice President, Sr. Recruiting Manager BOK Financial Starr Vermeulen Director of Talent Acquisition First Citizens Bank Heidi S. Holden Manager, Employee Sourcing FM Global

4 Event Agenda - October 8th, :30 am Registration 8:00 am- Opening Remarks Event Chairperson: Scott Fuhr, Director of Marketing, SkillSurvey 8:15 am- Change Your Culture Exponentially Kristen Ireland, SVP, Leadership Initiatives, Franchise Risk & Strategy, Citi In this dynamic keynote, Kristen will share how you can develop your top talent to prepare them to become the next senior leadership team by focusing on critical decision making skills, intellectual agility and the importance of sponsorship. By creating a more engaged, highly skilled and motivated team you will exponentially impact the global culture. Kristen s presentation will give a perspective into the importance of senior leadership s focus on developing your next tier of senior leaders. 9:00 am Talent Acquisition with Engagement in Mind Sponsored by SkillSurvey Tiffany Wilson, Vice President, Sr. Corporate Recruiting Manager, BOK Financial Corporation Having engaged talent is key to productivity and success. But often, engagement is an afterthought and more of a focus once talent has been within the organization for a period of time. Think about the levels of performance and productivity your organization could achieve if all talent were highly engaged from the very beginning! In this session we will learn how BOK Financial ensures both quality and engagement of hire with their talent processes. Learn how they have been able to recruit and retain highly engaged talent into the financial services industry during and after industry regulations and reform. 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 x588 or Morsell.Allison@the-tma.org. There is also the alternative to choose from a pre-packaged sponsorship menu.

5 Event Agenda - October 8th, :45 am Panel Discussion: HR Technology in Finance How to Select, Implement, and Leverage the Best Talent Acquisition Solutions for the Finance Industry Sponsored by icims Moderated by: John Ritter, Client Relationship Director, icims Panelists: Ann Morgan, Vice President, Sr. Recruiting Manager, BOK Financial Starr Vermeulen, Director of Talent Acquisition, First Citizens Bank Heidi S. Holden, Manager, Employee Sourcing, FM Global Focused on the selection, implementation, and day-to-day deployment of an Applicant Tracking System and related solutions like Sourcing, Recruitment Advertising and Screening, panelists will share their experiences in leveraging a Talent Acquisition Suite of solutions designed to meet the needs of the ever-changing hiring profiles in the Financial Sector. Additional themes include: Reporting on Metrics and the Future of HR Technology in Finance. 10:30 am Morning Networking Break 11:00 am The Future of Talent Acquisition in Financial Services Sponsored by Pinstripe Angela Hills, Executive Vice President with Pinstripe, Inc Debra Kestenbaum, VP, Talent Acquisition Manager, Chubb Today s volatile economic climate serves as a perfect background for organizations to face their talent challenges head-on, turning recruitment from a corporate pain into a strategic advantage. This session will include industry case studies, best practice insights and straight-talk from executives who are experienced at aligning the business and HR with the goal of confronting the two main challenges facing financial services organizations: either too many unqualified candidates to filter through and/or too few candidates with the nuanced skills required for success today and into the future. 11:45 am The Future of Talent: A Different Talent Pipeline Already Entered the Workplace Sponsored by Oracle Lesley Hoare, VP, HCM Business Transformation, Oracle We already know we will have 5 generations in the workplace of the future and the transformation will be bumpy. On average, one Baby Boomer is retiring every 8 seconds. Millennials will represent almost 47% of the workforce by 2014 and 75% by CEO s and employees have high expectations. The right skills are in short supply and talent pipelines are shrinking. Younger people are getting bigger jobs sooner, and they think, learn and behave differently. This session will focus on what HR should be doing today to adapt the way we recruit, manage and develop our talent for the future. Networking Network with Faculty and Event Participants including: C-Suite Executives, CHRO, VP HR, SVP HR, COO, CFO, Director, Deputy Directors, Managers and Team Leaders with responsibilities in: Human Resources, Talent Management, Talent Acquisition & Recruitment, Leadership Development, Organizational Development/ Effectiveness, Human Capital Strategy, Learning, Talent Development, Executive Coaching, Executive Assessment and Succession Planning.

6 Event Agenda - October 8th, :30 pm Luncheon 1:30 pm Panel Discussion-Raising Industry Standards Sponsored by CFA Institute Moderator: Thomas Collimore CFA, Head, Industry Relations, CFA Institute Panelists: Tanya Garzon, Director, Human Resources, MacKay Shields, LLC Young Lee, CFA, Esq, General Counsel, MacKay Shields LLC Mary Ellen Sadim, Associate Director, MacKay Shields LLC Developing a clear understanding of the fundamentals of the investment industry is key to the growth of a strong and successful organization. In this session, CFA Institute will share the journey they have embarked upon in educating professionals in the financial services industry who work outside of investment roles. From client services to compliance; from human resources to IT and operations; from marketing and sales to legal, the Claritas Investment Certificate is designed for the many different people in the financial services industry who are not directly involved in analyzing or making investment decisions, but who need to have a clear understanding of the essentials of the industry. Join CFA Institute and senior industry advocates as they talk about their experience with the Claritas Investment Certificate program. Discover insights and ideas for creating a more knowledgeable and effective financial marketplace workforce. 2:30 pm New Questions New Conversations New Perspectives: Strategic Thinking for You and Your Business Michael Ireland, Co-Founder, GrowthLeaders Financial services is a real-time industry where performance is measured by the split second. This reality often leads to a dominance of short-term, just-in-time thinking, which only gets you through the next fire drill. Adaptive, next-level thinking is essential for future success in this hyperactive, ever-change landscape. Discover how to elevate your thinking and the thinking of the leaders you serve in this session. 3:30 pm Conference Concludes, Closing Remarks Event Chairperson: Scott Fuhr, Director of Marketing, SkillSurvey 3:40 pm Cocktail Networking Reception 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.

7 Conference Details Pricing Information Register by Standard Price 1 day Conference $395 Registration Information Fax form to , Call or info@the-tma.org Attendee Name Title Company Address City State/Province Zip/Postal Phone Payment Information Account No. Expiration Date Security Code Type Visa Mastercard AMEX Discover Reference: Please fill out & include registration form with payment. Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshments. Your registration will not be confirmed until payment is received and may be subject to cancellation. Please go online to: to view our cancellation policy. MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: Talent Management Alliance re: Financial Services 1504 Bay Road Suite#: 1418 Miami Beach, FL Billing Address City State/Province Zip/Postal Venue Information 3 West Club 3 W 51st St New York, NY Tel: (212) The 3 West Club is an historical building, providing the classic feel of Old New York. Complete with crystal chandeliers, high ceilings, and art deco touches, the Club is centrally located off of 5th Avenue, just across from Rockefeller Center and Radio City Music Hall. A fabulous and convenient location in midtown Manhattan.