HR & Training

Learning Sessions by Track

Integrate Diversity, Equity and Inclusion (DEI)
Into Your HR Strategic Priorities

Issues of police brutality and racial injustice have sparked a global movement for social change. Many banks have made public statements in support of the Black Lives Matter movement and have pledged to provide a better experience for black and historically underrepresented employees. Socially responsible banks are looking to make additional investments in Diversity, Equity and Inclusion work. The heavy lifting for this work will often land on the desks of Human Resource executives. In this interactive session, participants will learn how to begin the process of integrating a DEI plan into the Human Resource function. Participants will gain an understanding of the range of DEI frameworks, benchmarks and tools that can guide this urgent and important work. Participants will learn how companies are cultivating a sense of belonging for their BIPOC employees.


Francis Janes
Industry Relations and Partnerships Director, PNW
Beneficial State Bank & Foundation

Robin Johnson
Vice President, Diversity and Inclusion
Umpqua Bank

Organizational Culture: Is Yours Helping or
Hindering the Achievement of Goals

Culture has become a top priority for leaders as banks navigate change and look for ways to improve business results and long-term effectiveness. Culture impacts everything from attracting and retaining talent to problem solving to team collaboration to customer service to the achievement of business strategies. Unfortunately, culture is not readily understood by the leaders charged to advance the desired culture by the bank. They are often simply asked to change it without the benefit of understanding what the cultural gaps may be and/or what levers for change to focus on. We will provide insights into what really drives culture, how it can be assessed, where leaders can focus attention to have the greatest impact, and touch upon the difference between culture and employee engagement. Cultural change is possible!


Julia Johnson
Director, Organizational Performance

Legal Update



Sharon Bauman
Manatt, Phelps & Phillips, LLP

Resilience: The Constant in a Changing World



Elsa Hassler
Performance Specialist, Field Service Operations

“Champions” – Leading in a Diverse Organization

This session focuses on building and leading an inclusive culture where diversity is a part of the team’s DNA, values are shared, and members recognize everyone has a story. Includes an interactive Courageous Conversation.


Cassandra Chandler
CEO & Leadership Coach
Vigeo Alliance, LLC

Ed Dwyer
President & Managing Partner
Vigeo Alliance, LLC