PeopleFinancial Servicesin

October 22-23, 2012 Le Meridien • Cambridge, MA

Engaging Tomorrow’s Leaders

2nd

Ann

ual

October 22-23, 2012 Le Meridien • Cambridge, MA

Engaging Tomorrow’s Leaders

Network with Speaker 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• Strategic Workforce Planning• Succession Planning • Performance Management • Talent Acquisition & Recruitment• Engagement & Retention• Leadership Development• Corporate Culture • Human Capital Strategy• Organizational Development• Learning & Development

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Executives know that high potential performers hold the keys to success. With all of the market volatility and regulatory strain that hasbeenputontheworkforceinthefinancialservicesindustryoverthe last few years, engaging and retaining this particular segment of the workforce is necessary. Empowering your HIPO’s with the right tools, training, and leadership qualities is just part of the equation. More importantly, how do you hold on to your HIPO’s? How can you align your organization business and its culture with the needs andwantsof today’sHIPOinthefinancialservicesindustry?

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.

Networking

PeopleFinancial Servicesin

2nd

Ann

ual

• 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 Marriner 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

• 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

Speaking Faculty Includes:

Financial Services

This event has been approved for 12.5 Credits.

The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be preapproved for recertification credit.

HRCI Approval

Speaking Faculty , continued• Tom Abogabal

Vice President of Sales eCornell

• Bertrand Dussert Vice President, HCM Transformation and Thought Leadership Oracle

• Karen Stefanyszyn Head of Leadership Development Aviva Group

• Bruce Gordon Former Worldwide SVP and CFO Disney Interactive

• David Reimer CEO Merryck & Co

• Geoff Barlow Director, Talent Acquisition North America, AIG

• Scott Ahlstrand SVP, Talent Management, Right Management; Global Head ManpowerGroup Strategic Workforce Consulting

• Angela Hills EVP Pinstripe

• Denise Wypiszenski President, Orchid Network LLC

• Tiffany Wilson Vice President and Manager of Talent Development, BOK Financial Corporation

• Michael Bartkus Regional Vice President, SkillSurvey, Inc.

Sponsorship OpportunitiesEvery solution provider has different goals. With TMA, sponsors canhaveapackagethatbestfitstheirbudgetandalignswiththeirgoals. 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.

8:00 am Registration

8:20 am Opening Remarks

8:30 amDeveloping Top of House Talent Amid Industry TurbulenceModerator: David Reimer, CEO, Merryck & CoPanelists: Karen Stefanyszyn, Head of Leadership Development, Aviva GroupBruce Gordon, Former Worldwide SVP and CFO, Disney InteractiveAnna Tavis Ph.D, Head of Talent and Development, Brown Brothers HarrimanSponsored by Merryck & Co.

Since2007,FinancialServiceshasbeenonawildride.Industryturbulencehasredefined,oratleastdestabilized the day-to-day realities of numerous leadership roles within the industry, and just at a time when generationalturnoveroveratthetopof mostfirmsatanhistoricallyhighrate.Withinthisworldof change,what is it that a talent leader, charged with developing executives at the top of key line of business and within the C-Suite, can best and most usefully bring to bear? Join us for an in-depth, open-forum discussion, featuring a top talent development leader from one of the world’s largest insurers, a former global business head from Disney Interactive, who himself lived through an industry transformation in the aftermath of the dot.com crash, and Merryck & Co’s CEO, whose work in Financial Services included the largest industry integrations of 2007-2009, and whose work with CEOs today focuses on exactly these questions.

Main Conference Day 1 – October 22, 2012

9:30 amThe Future of HR Service Delivery, Recruitment and Workforce Planning in Global Financial ServicesBertrand Dussert, Vice President, HCM Transformation and Thought Leadership, OracleSponsored by Oracle

If youhaveevercontemplatedwhatthelast5yearshavedonetochangethewayglobalfinancialservicefirmsthink about HR and recruitment service delivery, you should enjoy this session. Have you ever asked yourself any of these questions?

• Hasthefinancialcrisisof 2007to2009fundamentallyalteredthewayfinancialservicefirmsthinkabout 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?• Whatisnext,andwhatarefirmsdoingtoattempttoseearoundthecorner?• 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 inHRservicedeliveryinglobalfinancialservicefirms,andassesstheimpactof thesedevelopmentsonrecruitment, 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 implicationsthishasforfinancialservicefirmslookingtomaintainacompetitiveadvantageinthebattlefortop 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

Main Conference Day 1, continued

The TMA DifferenceTMA 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

Talent Management

11:00 amThe Future of Talent Acquisition in Financial Services Angela Hills, EVP, Pinstripe Denise Wypiszenski, President, Orchid Network LLC Sponsored by Pinstripe

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 the presenters who are experienced at aligning the business and HR with the goal of confronting the two main challenges facing financialservicesorganizations:eithertoomanyunqualifiedcandidatestofilterthroughand/ortoofewcandidates with the nuanced skills required for success today and into the future.

12:00 pm Luncheon

1:00 pmAre you the organization’s gas pedal or brake? Scott Ahlstrand, SVP, Talent Management, Right Management; Global Head, ManpowerGroup Strategic Workforce Consulting Sponsored by Right Management

Workforce challenges are exponentially increasing. In the U.S. alone, 10,000 workers are reaching age 65 every day, and will be for the next 19 years. 84% of current workers are contemplating looking for another job (up from 60% in 2010). There are 3.1 million open jobs in the U.S. - by 2020 there will be 1.5 million too few college graduates to meet that demand. What does that mean for you and your organization?

Organizations are racing to accelerate growth in a competitive world of work that is rapidly changing. The demands for performance have never been so high. This translates directly to a need for talent and an ability to differentiate based on a holistic approach to your workforce.

In this session Scott will describe key global workforce demographics, trends and challenges and how they may affect your organizations growth and agility. As an element of the session, we’ll give you the opportunity to experience one of our best in class tools and consulting approaches that is used to strategize about your current and future workforce needs – leading to greater business impact and alignment. You’ll have the chance to complete a strategic assessment of your organization ahead of time and debrief your assessment results in the session as Scott leads a discussion on implications and strategic integration.

Main Conference Day 1, continued

Main Conference Day 1, continued2:00 pm Leaders of a Smaller World: A Closer Look at Engagement and Retention in a Small to Medium Size Financial Institution Ann Lueth,VP, Human Resources Director, First Bank Financial Centre

Have you ever wondered how your fellow colleagues in the industry are overcoming the hurdles? In this dynamic discussion, First Bank Financial Centre, an award winning community bank in Wisconsin, will shares best practices in engaging talent. Discover the innovative ways they have used development as a means to hold on to their top talent, even in the worst of economic times. Join the discussion as Ann shares how they have been able to retain a highly productive workforce while warding off talent poachers.

3:00 pm Afternoon Networking Break

3:30 pmThe Talent Mismatch Chris Sellinger, Managing Director, New England, CareerBuilder Geoff Barlow, Director, Talent Acquisition, North America, AIG Sponsored by CareerBuilder

The American Society of Training & Development predicts that by 2015, 60 percent of new jobs will require skillsthatonly20percentof theworkforcepossess.Already,companiesarefindingitdifficulttofindtalentintheareasmostcriticaltotheirgrowth;however,whilefindingqualifiedtalentisoneof today’sbiggestrecruitingchallenges,itisbynomeansimpossible.Manycompaniesarefindinginnovativewaystocompeteinalimitedtalentpool.ThissessionwillexploretheopportunitiesAIGhastakentofindthequalifiedtalenttheyneed in this increasingly competitive market and solutions they can implement within their own organizations to bridge the impending skills gap.

4:15 pmEngaging Millennial Leaders of TomorrowBeth 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 howtoengagethesefirst-timeleadersandempowerthemwiththeleadershipskillstheyneedtobesuccessful. 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:

• Understandtheimportanceof EmployeeEngagementtoretentionandprofitability• 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/ Cocktail & Networking Reception

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 amLeveraging 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.

10:30 am Morning Networking Break

11:00 amWorkforce Segmenting for SuccessKirsten Marriner, SVP, Director of Talent Management & Development, Fifth Third Bancorp

How are you segmenting your workforce? Are you delivering the same human capital programs to all employees, or are you differentiating programs and investments based on distinct needs and potential return on investment?

See how Fifth Third Bank is differentiating its investments and targeting its offerings to maximize impact and optimize ROI with strategic workforce segmentation. Join this session as Kirsten shares how they have been segmenting roles based on the nature of the work. In addition, learn how competency-based work can be used to target selection, assessment, development, and other human capital interventions.

12:00 pm Luncheon

Main Conference Day 2 – October 23, 2012Main Conference Day 2 – October 23, 2012

1:00 pmHow BOK Financial Improves Candidate Quality with Reference-CheckingPresenters: Tiffany Wilson, Vice President and Manager of Talent Development, BOK Financial CorporationMichael Bartkus, Regional Vice President, SkillSurvey, Inc.Sponsored by SkillSurvey

Research from the Society for Human Resource Management shows that 96% of HR professionals conduct reference-checks,yetlessthan25%of thosechecksproduceinformationbeyondemploymentverification.What happened to reference-checking?

This session will shine fresh light onto reference-checking’s evolution as a modern-day opportunity to collect 360-degree feedback that predicts performance and retention. Attendees will learn:

• Howtoimprovequality-of-hire,increaserecruitingefficiencyandboostretention.• What the newest research is from IO psychologists supporting the reliability, compliance and validity

of today’s reference-checking. • NewbestpracticesfromHRprofessionalsshowinghowreference-checkinginfluencedhiring

programs and produced results, including those at BOK Financial Corporation.

Strategies will be presented around reference-checking that elevate the consultative role of HR within the organization and that positively impact the bottom-line through better hiring practices, and a demonstration of online reference-checking technology will be included.

2:00 pmMentoring Matters: The Role of Mentoring in High Potential DevelopmentSonia Vora, Vice President, Global Learning & Development, Northern Trust

The most frequent response given by successful leaders when asked what most helped them in their careers. Individualsandorganizationsinstinctivelyknowthattherearefewrelationshipsthatprovideasmuchbenefitas mentoring at such a low cost. As companies become more global, mentoring has expanded from informal relationships to include formal programs, structured matching and targeted competencies.

Dynamic forces including workforce demographics, economic issues and innovative competition continue to exert pressures on organizations to increase their high potential pipeline and accelerate the development of leaders.

During this session, Sonia will share how Northern Trust reinvigorated their traditional mentoring program to support talent and high potential development through new options including reverse, group and virtual relationships.

2:45 pm Afternoon Networking Break

Main Conference Day 2, continued

3:15 pmLearning on the Participants ScheduleEric Simpson, SVP, Director Leadership Development, BBVATom Abogabal, Vice President, Sales, eCornell

Howdoyouengagetoptalentlearnerswhileensuringcostefficiencyandahighqualitylearningexperience?This session will feature innovative approaches being used to provide learning opportunities to diverse, and geographically dispersed groups of high potential leaders. We will take a look at multiple virtual delivery methods and how we can be more innovative and interactive in this area. See the challenges and successes that have come out of embracing blended tools for virtual learning for development.

Session 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• Howtokeepadministrationtimetoaminimumtoensurecostefficiency

4:00 pm Conference & Day 2 Sessions Conclude

Main Conference Day 2, continued

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Conference $1,695

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Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshments. Your registrationwillnotbeconfirmeduntil payment is received and may be subject to cancellation. Please go online to: www.the-tma.org/cancellation to view our cancellation policy.

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Venue InformationLe Méridien Cambridge-MIT 20 Sidney Street. • Cambridge, Massachusetts 02139 Tel: (617) 577-0200Business 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.