Build A Winning People Strategy

HR Financial Services brings together senior HR executives in financial services to share how they are creating a best-in-class workforce that will drive success in a rapidly transforming environment.

Customer expectations and workforce demographics are forcing financial institutions to focus on innovation and cutting edge HR strategies to optimize the employee and customer experience.  HR Financial Services will provide you with the roadmap to successfully navigate this journey.

The Most Highly Rated HR Events

Looking forward to attending HRFS to step out of my day to day role to connect with my peers, share stories and learn from each other, as well as hear about new and innovative products that make our role more effective.

Maranda Baird, SVP, Head of Recruiting, Bank of the West

Our Speakers. Your Visionaries.

Our speakers comprise of trendsetters, visionaries and trailblazers that are revolutionizing the industry. And with roundtables, case study interactives, panels, working groups, and much more, you’ll experience learning opportunities unlike any other event. 2019 speakers included:

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Pamela Lipp-Hendricks

Head of Talent Management & Diversity
JP Morgan Chase
Empowering a Diverse & Inclusive Workforce

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Thomas Greek

VP of Learning & Development
Navy Federal Credit Union
Readying the Workforce for Next Generation CX


Pharah Jean-Phillipe

SVP, Senior Manager, Learning
Wells Fargo
Blended Learning for Effective Onboarding

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Ralph Evans

SVP, Director, Culture & Employee Communications
Using Employees' Voice to Drive a Strong Organizational Culture

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Diane Ibrahim

Director, Talent Acquisition
State Farm Insurance
Transforming HR Strategy for the Changing Consumer

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Ryan McEleney

SVP, Director, HR Analytics
Webster Bank
How Data and Technology will Revolutionize HR

The HR Financial Services Difference


Meet The Real People Strategy Innovators

We’re not a tradeshow or a vendor-led seminar: our agenda is 100% focused on your most pressing challenges and biggest opportunities! You will hear from HR leaders at financial institutions like yours that are doing real work to transform their HR strategies in a changing financial services landscape.

Download Agenda


Our Speakers And Audience Represent The Full Community Of Financial Service Providers

Unlike other events, HR Financial Services celebrates all players in the industry: from multinational behemoth banks to smaller community focused credit unions and insurance providers. We are here to foster inspiration, learning, and partnerships for all.

See Speakers


The Most Interactive Conference You Will Attend

No death by PowerPoint at HR Financial Services! Across our luxurious, relaxing venue, you will benefit from two days of small group discussions, boardrooms, interactive panels, town halls, and structured networking activities. You will build long-lasting connections like never before!

Join The Experience

2019 Agenda At A Glance

Day 1: Monday, October 21

  • Opening Keynote: Empowering Talent Through Inclusive Leadership for the Future Success of Your Business
  • Panel: How are Organizations Transforming HR Strategy for the Changing Consumer?
  • Collaborative Roundtables
  • Town Hall: Ensuring HR Agility in the Face of Digital Disruption
  • Track A: Talent Acquisition
  • Track B: Workforce & Succession Planning
  • Bring-It-Back: Recap Roundtables by Organization Size
  • San Diego Luau Cocktail Reception

Day 2: Tuesday, October 22

  • Keynote: Preparing for the Needs of the Future Workforce to be a Best in Class Employer
  • Panel: Integrating Growing Workforces: Lessons Learned from Mergers, Acquisitions, & Expansions
  • Case Study: Using Employees’ Voice to Drive a Strong Organizational Culture
  • Track A: Learning & Development
  • Track B: Performance Management & Engagement
  • Workshop: People Analytics Simplified: How Data and Technology will Revolutionize HR
  • Working Groups

The Most Highly Rated HR Events

“This was a great experience. Instead of just hearing about information from vendors or motivational speakers, you heard from people who were in the same industry and situations as you. It was very beneficial. I will go again!”

Wendy Wohr, VP - Branch Development, Capital Credit Union

Earn Continuing Education Credits

The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval and has been approved for 7.5 HR (General) recertification credit hours.

Worldwide Business Research is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 7.5 PDCs for the SHRM-CPSM or SHRM-SCPSM.

Who Attends HR Financial Services?

HR professionals from a diversity of financial institutions who are looking to make a
giant leap forward in their people strategy.


Become A Sponsor

Sponsoring HR Financial Services puts your brand in the spotlight. There are 150 leading HR executives waiting to meet a company like yours. We offer you custom sponsorship packages with branding, thought leadership and face time all built in. It’s like a big party, and you’re bringing the drinks!

Real Reviews From Real Attendees

Read what attendees have to say about our industry-leading HR events

Our Sponsors: