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.

1. People October 22-23, 2012
2nd Annual
Le Meridien • Cambridge, MA
in
Financial Services
Engaging Tomorrow’s Leaders

2. Networking
Network with Speaker Faculty and Event
Executives know that high potential performers hold the keys to
Participants including:
success. With all of the market volatility and regulatory strain that
has been put on the workforce in the financial services industry over C-Suite Executives, CHRO, VP HR,
the last few years, engaging and retaining this particular segment of SVP HR, COO, CFO, Director, Deputy
the workforce is necessary. Empowering your HIPO’s with the right Directors, Managers and Team Leaders
tools, training, and leadership qualities is just part of the equation. with responsibilities in:
More importantly, how do you hold on to your HIPO’s? How can
• Human Resources
you align your organization business and its culture with the needs
• Talent Management
and wants of today’s HIPO in the financial services industry? • Strategic Workforce Planning
• Succession Planning
This year’s People in Financial Services conference will focus on • Performance Management
how the right leadership and engagement tools can elevate your • Talent Acquisition & Recruitment
organizations success and performance through its HIPO talent. • Engagement & Retention
Learn the importance of having a strategic plan in place to attract, • Leadership Development
develop and retain HIPOs. • Corporate Culture
• Human Capital Strategy
Focused sessions and case studies will discuss best practices in • Organizational Development
engaging and retaining high potential talent, leadership development, • Learning & Development
and cutting-edge recruitment strategies in a post-recession reality.
In addition, the summit will address key areas that affect your Connect with TMA
talent management processes such as; organizational development, Follow us on
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People October 22-23, 2012
2nd Annual
Le Meridien • Cambridge, MA
in
Financial Services
Engaging Tomorrow’s Leaders

3. Speaking Faculty Includes:
• 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 Mariner
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
• Derek Lombard
Vice President, Director of Talent Development, Embrace Home Loans
Embrace home Loans has made the Inc 5000 List for two consecutive years, 2010, 2011; They have also received The Best Place to Work
in Rhode Island: 2006, 2007, 2008, 2009, 2010, 2011, 2012.
• 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
• Tom Abogabal
Vice President of Sales, eCornell
• Bertrand Dussert
Vice President, HCM Transformation and Thought Leadership, Oracle

4. Main Conference Day 1 – October 22, 2012
8:00 am Registration
8:30 am Opening Remarks
8:45 am
Leveraging 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.
9:30 am
Developing HIPOS at the Top Level
Sponsored by Merryck & Co.
In this session, Merryck & Co. will share their unique approach in helping businesses develop senior
executive leadership. Join the session and learn best practices in mentoring and developing the highest tiers of
leadership in your organization. Learn how to identify and develop HIPO talent at the highest levels of your
organization.
10:30 am Morning Networking Break
11:00 am
The Future of Talent Acquisition in Financial Services
Sponsored by Pinstripe
What does tomorrow’s financial services leader look like? Moving forward in today’s complex global economy,
financial institutions simply cannot continue to hire based solely on the kind of talent that was successful
for them in the past. This session will explore the competencies needed for your workforce in a post-reform
financial services industry. Learn what the future will command from your talent and make sure everything is
aligned with the business. Make talent acquisition a strategic priority so that you are attracting and bringing the
best talent into your organization.
12:00 pm Luncheon

5. 1:00 pm
Derailing your HIPOs: What Are You Doing Wrong?
Have you ever wondered how your fellow colleagues in the industry are overcoming the hurdles? This
dynamic panel will feature best practices from small to midsized financial organizations. Discover the
innovative ways these organizations have used development as a means to hold on to their top talent, even in
the worst of economic times. Join the discussion as senior executives share how they have been able to retain
a highly productive workforce while warding off talent poachers.
2:00 pm
Panel Discussion: Leaders of a Smaller World: A Closer Look at Engagement and Retention
in Small to Medium Size Financial Institutions
Panelists: Ann Lueth,VP, Human Resources Director, First Bank Financial Centre
Derek Lombard, Vice President, Director of Talent Development, Embrace Home Loans
What does tomorrow’s financial services leader look like? Moving forward in today’s complex global economy,
financial institutions simply cannot continue to hire based solely on the kind of talent that was successful
for them in the past. This session will explore the competencies needed for your workforce in a post-reform
financial services industry. Learn what the future will command from your talent and make sure everything is
aligned with the business. Make talent acquisition a strategic priority so that you are attracting and bringing the
best talent into your organization.
3:00 pm Afternoon Networking Break
3:30 pm
Workforce Segmenting for Success
Kirsten Mariner, 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.
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. www.the-tma.org

6. Main Conference Day 1, continued
4:15 pm
Engaging Millennial Leaders of Tomorrow
Beth 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
how to engage these first-time leaders and empower them with the leadership skills they need to be
successful. 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:
• Understand the importance of Employee Engagement to retention and profitability
• 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
5:10 pm Cocktail & Networking Reception
This event has been approved
for 12.5 Credits.
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7. Main Conference Day 2 – October 23, 2012
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 am
The Future of HR Service Delivery, Recruitment and Workforce Planning in Global
Financial Services
Bertrand Dussert, Vice President, HCM Transformation and Thought Leadership, Oracle
Sponsored by Oracle
If you have ever contemplated what the last 5 years have done to change the way global financial service firms
think about HR and recruitment service delivery, you should enjoy this session. Have you ever asked yourself
any of these questions?
• Has the financial crisis of 2007 to 2009 fundamentally altered the way financial service firms think
about 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?
• What is next, and what are firms doing to attempt to see around the corner?
• 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
in HR service delivery in global financial service firms, and assess the impact of these developments on
recruitment, 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
implications this has for financial service firms looking to maintain a competitive advantage in the battle for
top 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

8. Main Conference Day 2, continued
11:00 am
The Talent Mismatch
Chris Sellinger, Managing Director, New England, CareerBuilder
Sponsored by CareerBuilder
The American Society of Training & Development predicts that by 2015, 60 percent of new jobs will require
skills that only 20 percent of the workforce possess. Already, companies are finding it difficult to find talent
in the areas most critical to their growth; however, while finding qualified talent is one of today’s biggest
recruiting challenges, it is by no means impossible. Many companies are finding innovative ways to compete
in a limited talent pool. This session will explore the opportunities TD Ameritrade have taken advantage
of to find the qualified talent they need in this increasingly competitive market and the solutions they have
implemented within their own organization to bridge the impending skills gap.
12:00 pm Luncheon
1:00 pm
Interactive Discussion: Potential vs Readiness: Are your HIPO’s Really Ready?
Assessing and developing your top talent a critical piece of the talent wheel. It is even more important to go
further and not only identify HIPOs, but clearly assess their potential and readiness for the job at hand. In
this interactive session, we will discuss the differences between talent that has the potential for the job vs.
talent that is actually ready to do the job. Join the discussion among fellow executives in the industry as we
discuss ways to bridge this gap so that your HIPOs are engaged and prepared to take on accelerated roles and
responsibilities.w
2:00 pm
Getting it Right From the Start : Early Assessment of HIPOs
In this session, the discussion will focus on the early assessment of HIPOs within organizations. Learn how
top executives in the industry are mixing informal and on-the-job assessments with the right predictive skills
and personality assessments as they find ways to add depth and strength to their HIPO pools. Gain insights
on how to identify, motivate and retain employees with leadership capabilities.
2:45 pm Afternoon Networking Break

9. 3:15 pm
I Had a Great Mentor: Best Practices in Mentoring HIPO Talent
Sonia 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.
Individuals and organizations instinctively know that there are few relationships that provide as much benefit
as 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.
4:00 pm
Learning on the Participants Schedule
Eric Simpson, SVP, Director Leadership Development, BBVA
Tom Abogabal, Vice President, Sales, eCornell
How do you engage top talent learners while ensuring cost efficiency and a high quality learning experience?
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
• How to keep administration time to a minimum to ensure cost efficiency
4:45 pm Conference & Day 2 Sessions Conclude
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 888-339-9599 x588 or email Morsell.Allison@the-tma.org. There
is also the alternative to choose from a pre-packaged sponsorship
menu.

10. Conference Details
Pricing Information
Register by On or Before 8/10/2012 Standard Price
Conference $1,295 $1,695
Registration Information Reference:
Please fill out & include registration
Fax form to 281-552-8914, Call 888-339-9599 or Email info@the-tma.org form with payment.
Attendee Name Payment Policy:
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Title
time of registration and includes
Company lunches and refreshments. Your
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go online to: www.the-tma.
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Venue Information
Le Méridien Cambridge-MIT
20 Sidney Street. • Cambridge, Massachusetts 02139
Tel: (617) 577-0200
Business 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.