Today, banks are facing historic challenges when it comes to managing and developing their workforces. A combination of factors - including tight budgets, consolidation, layoffs, regulatory pressures, the loss of intellectual capital related to Baby Boomer employee retirements, and the entrance of the Millennial generation into the workforce - make it more important than ever to create the right kind of work environment and also to provide employees with the right tools and technologies to provide excellent service and support to customers, partners and distributors. An additional challenge: Your competitors are going after the same talent. What do bank technology executives need to know about managing, developing and today's and tomorrow's financial services workforce in order to assure their institutions will be winners in the global marketplace?

• What motivates the Millennials?
• Technology skills in demand - today and tomorrow.
• Leveraging social media and other interactive technologies to improve collaboration and community.
• Hot markets for talent.

Speaker:
Jeff Schwartz, Principal, Deloitte Consulting LLP

With banks facing new expectations from regulators, customers and partners for transparency and accountability, being able to document, track and measure employee activity - whether opening an account, processing a payment or rejecting a loan application - is essential. And with an array of federal, state and local employment laws, it's more important than ever that banks effectively manage the compliance risks related to wage and hour issues. Without the right tools and technologies, addressing these compliance issues can be a serious drain on productivity. How are leading banks managing these potentially conflicting requirements, and where are they making investments to reduce legal risks, improve compliance and enhance employee productivity?

• Aligning workforce against products & activities to drive performance / profit.
• How technology can help banks manage employment compliance requirements.
• Understanding employee re-classifications.

Speaker:
Mark Poerio, Partner, PaulHastings

Get an inside look into how one organization's successful deployment of leading-edge workforce optimization solutions is helping to improve customer satisfaction and loyalty, reduce operating costs and risk, and improve compliance and profitability.

• Implementing Lean Practices
• Scheduling employees to optimize customer satisfaction.
• Real-time reporting that reduces errors and unnecessary costs.
• Workflow automation to simplify processes and reduce time/money associated with key tasks.

Where do financial institutions excel, and where do they fall short in terms of getting the most out of their workforces? Are banks prepared for the demographic and cultural changes that will change the profile of bank knowledge workers? Are their industries that can provide "best practices" in workforce optimization that banks should be studying? Our panel of experts will debate some of the most critical issues banks face as they strive to leverage their investments in human capital.
Incentives, bonuses, compensation - what works and how do you know its working?

• Getting the payoff on collaboration and teams.
• The reality of cross-selling.
• Workforce implications of financial services regulatory reform.
• Key enabling technologies.

Speaker:
Hope Hughes, Director, Deloitte Consulting LLP