10.30 – 3.45pm ET | 7.30am - 12.45pm PST

10:30 am What it Takes to Make a Leap a Reality

10:40 am Chair’s Welcome & Opening Remarks

Transforming HR Impact In Your Consumer Bank to Deliver a More Profitable Future Banking Model

10:50 am Discover: Building the Consumer Banking Workforce of the Future: Enabling a Utilitarian Workforce to Deliver Against Changing Business & Customer Objectives

  • Jeff Hood Executive Vice President Human Resources, Citizens Bank

Synopsis

• Why improving the skills of the frontline workforce will tactically and strategically shift banks from a transactional model to a client advisory model
• The three pillars of consumer banking HR: Why combining development, structure and culture are essential for workforce retention and productivity
• Enhancing creativity and innovation to dramatically improve individual skills and personal development, and create a more agile, futureproofed workforce

11:10 am Discover: The Waterfall Effect: How an Individual Experience Blueprint Has Radically Transformed an Entire Retail Bank’s Strategy

  • Peter Vultaggio Head of Talent Management and Change Management, Silicon Valley Bank

Synopsis

• Shifting managerial roles from a boss to a coach to improve employee experience
• Transforming culture and prioritizing individual personal development to accelerate productivity
• How Silicon Valley Bank’s innovative employee experience approach has aligned all employees on overall strategic imperatives

11:30 am Discover: Moving Your Retail Banking Workforce From a Single Service Transactional Model to Multi-purpose Client Advisory Framework to Deliver a More Profitable Future Banking Model

  • Chuck Olsson Chief Human Resources Officer, First United Bank & Trust

Synopsis

• What top-down leadership shift is required to get the mindset needed to move away from a transactional customer model and accelerate towards a new advisor model?
• How radical horizontal development and an individual development plan process will develop new competencies which don’t currently exist and drive performance to new levels
• A customer centric approach to transforming your physical footprint and enhance the client relationship vital for your on-going success

11:50 am Develop: How Can We Better Develop the Consumer Banking Workforce to Deliver Against Changing Business & Customer Objectives?

  • Jeff Hood Executive Vice President Human Resources, Citizens Bank
  • Peter Vultaggio Head of Talent Management and Change Management, Silicon Valley Bank
  • Chuck Olsson Chief Human Resources Officer, First United Bank & Trust

Synopsis

Q&A Session

12:10 pm Action: How Are you Now Going to Rethink Your Workforce Strategy to Deliver a More Profitable Future Banking Model?

12:20 pm Speed Networking & Break

Adopting Agile Working Practices to Overcome Change & Transition In Times of Crisis

12:50 pm Discover: Redesigning HR and OD to Allow Consumer Banks to Futureproof Their People Strategy in a New Normal Operating Environment

Synopsis

• Redrawing management, performance and organizational infrastructures set up for proximal work for a newly flexible workforce
• Reconstructing compensation and benefits fundamentals for what might be a hybrid but will certainly be a digital consumer banking future
• Lessons learned from the accelerated journey we’ve been on to eliminate high volume, low value activities and to transform the way we work

1:10 pm Discover: Putting Agile to the Test: Adopting Agile & Flexible Working Practices to Transform Productivity

  • Melanie Maddox Vice President, Agile Project-Based Organization, BBVA

Synopsis

• Developing a non-traditional HR strategy that supports business agility and maximizes communication to improve employee experience
• Developing team performance with agile methodologies to improve frontline workforce efficiency
• Why an agile business culture is vital in times of crisis: Looking back on the key learnings of coronavirus to build a stronger bank for the future

1:30 pm Discover: Embracing Change: How One Credit Union Has Accelerated Its Transition to Remote Working by a Whole Year

Synopsis

• How can financial services organizations most effectively support and manage a remote workforce?
• How can we leverage technology, customized experiences and effective communication to protect and enhance company culture for both employees and customers whilst working remote?
• How one not-for-profit credit union is able to explore new cost-saving initiatives to support its members thanks to its transition to remote working

1:50 pm Develop: How Can we Reengineer & Innovate in HR to Be More Proactive in Times of Crisis?

Synopsis

Q&A Session

2:10 pm Action: What Have You Learned About Your Business in This Time of Unprecedented Change & How Can You Leverage Your Learnings to Enable HR to Have a Greater Impact?

2:30 pm Break

2:45 pm Panel Discussion: Necessity is the Fuel of Innovation: Rethinking How We Reengineer & Innovate in HR to Be More Proactive in Spotting & Seizing Opportunity in Times of Crisis

  • Chuck Olsson Chief Human Resources Officer, First United Bank & Trust
  • Mark Bocianski Global Head of Talent & Learning, Western Union
  • Peter Vultaggio Head of Talent Management and Change Management, Silicon Valley Bank
  • Melanie Maddox Vice President, Agile Project-Based Organization, BBVA

Synopsis

• Challenging traditional thinking around how we react to world-wide incidents, drive immediate and impactful change and prepare consumer banks for the future ahead
• Assessing the impact of Covid-19 on the external banking environment and connection with our customers
• What do we need to do to create consumer banks that can pivot and adapt to global change?
• How can we ensure our leadership pick up the mantle and seize the new opportunities that arise out of change?
• How has Covid-19 and a shift to remote working changed the way we think about communication – both with our workforce and our customers?
• Is Covid-19 an opportunity to expediate a industry-wide transition to digital branches?
• How can we leverage the current crisis as opportunity to educate our customers on new technology?

3:35 pm Chair’s Closing Remarks

3:45 pm End of Day One