ATD Research Presents: 2019 State of Finance Training

Tuesday, October 29, 2019 2:00pm - 3:00pm EDT  
Host: Association for Talent Development
By: Shauna Robinson, Research Analyst, ATD and Travis Thompson, Director, American Express

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This webcast dives into ATD’s latest research on talent development in the finance industry, sharing findings from ATD’s 2019 State of Finance Training.

Based on a survey of banks, credit unions, and other organizations, this webcast offers benchmarking data on talent development activities such as learning expenditure, training delivery methods, and annual learning hours. By exploring how these metrics compare to those of organizations in other industries, attendees will discover what makes talent development in finance unique. The webcast also examines how finance organizations approach training topics in key areas such as compliance, customer service, and data security. 

Lastly, the webcast shares how changes in the finance industry—such as the 2007-2008 financial crisis and the regulations that followed—have affected talent development activities.  


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Shauna Robinson
Shauna Robinson

Research Analyst, ATD

Shauna Robinson is a research analyst at the Association for Talent Development (ATD), where she prepares surveys, analyzes data, and writes research reports and short case studies. Her previous positions at ATD include human capital specialist and communities of practice coordinator.

Prior to working for ATD, Shauna was a senior editorial assistant at Wiley in San Francisco, California. Shauna received a bachelor’s degree in English from UC Berkeley, and she is currently attending the University of Connecticut remotely to obtain a master's degree in survey research. 

Travis Thompson
Travis Thompson

Director, American Express

Travis Thompson has spent the last 17 years of his career in financial services, with roles in technology, operations, call center management, and learning and development. Throughout his career he has been involved in helping business units achieve their objectives through the effective deployment of systems, processes, and people strategy. In his current role as director of innovation and capabilities, he is focused on helping modernize the learner experience using technology, science, and innovation. As a PhD candidate, Travis is actively involved in academic research involving the psychology of leadership, emotional intelligence, and personality preferences, as well as their impact on personal development and business outcomes


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