A New Better

The Aon Global Banking Human Capital Series


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The Series

What You Can Expect

Disruption, innovation and change are constants.

Aon’s ‘A New Better’ is a four-part webinar series for banking industry leaders. With contributions from the industry and Aon sector experts, we will examine how firms can improve performance and thrive by making better people decisions and explore the data they need to do this.

All four episodes are relevant for anyone working in banking with an interest in how the workforce is evolving rapidly to meet new challenges.
 

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David Barrett - Host for Aon's Assessment Solutions Aviation Webinar Series

Your host for the series:
David Barrett

Chief Commercial Officer
Human Capital Solutions Europe & Global Assessment Solutions - Aon
 

David oversees client and commercial operations for Aon’s full portfolio of human capital services across Europe encompassing rewards, performance, assessment, people analytics and workforce optimisation. He is also Chief Commercial Officer for Aon’s Assessment Solutions.

He has worked with financial industry clients across the globe on a range of strategic initiatives from the use of AI and assessment to increasing productivity and diversity in talent selection. David has also helped enable banking groups to move to virtual and agile workforces that better suit their customer centric operating models.

In addition to his core Human Capital practice work, David has also implemented large-scale national upskilling, retraining and employability initiatives for the Irish, Malaysian, UK, Finnish & Singapore governments and has acted as a board member of ‘Solas’ the Irish national authority overseeing vocational training.
 

Session #1

Accelerating Workforce Change

The pace of change in the way we work is accelerating. With this transformation comes a range of challenges for business leaders.

In this session, we will kickstart your thinking about how your organization can best prepare an agile and resilient workforce for the future. We will also show how you can use data and analytics to help target intervention, thereby understanding the cause and effect of workforce decision-making.

Panelists:

Vinay Razdan

Vinay Razdan

Chief Human Resources Officer (CHRO) - HDFC Bank

Vinay is the Chief Human Resources Officer (CHRO) of HDFC Bank. In his current role, he is responsible for the entire human resource function in the Bank. Prior to joining the bank in September 2018, Mr. Razdan was the Chief Human Resources Officer (CHRO) at Idea Cellular Ltd. He had joined Idea in 2006 and spearheaded several transformational initiatives there. An HR veteran of 32 + years, Vinay brings in rich, vast, and varied experience across sectors such as FMCG, IT Services and Telecommunications. He has held leadership positions with marquee organizations such as ITC Ltd, HCL Technologies and Idea Cellular Ltd. Under Vinay’s leadership, some of these organisations were recognised as great places to work.

Vinay Razdan

Ann Givens

Global Industry Thought Leader

Ann was responsible for firm-wide Data Center and Application Resiliency Governance and Testing at JPMorgan Chase. Ann’s career with JPMorgan Chase has included her driving the agile transformation across the technology organization by establishing the Development Center for Technology. This accelerated the transformation to an agile way of working. Ann has over 25 years of global payments experience and the ability to develop and execute global strategies, build teams, work across multiple lines of business and cultures, drive revenue and results.

Pete Bentley

Pete Bentley

Global Commercial Officer & Global Future of Work Practice Leader, Human Capital Solutions - Aon

Pete focuses on helping deliver workforce agility and resilience to drive performance as the leader of Aon’s Future of Work practice. Pete has built two successful digital platforms, developed a leading financial service data provision business; built two advisory practices and conceived, designed and implemented a “first-mover” digital content business within a bank. Pete has worked as a consultant and within investment banks in a variety of commercial roles globally for over 15 years. As a consultant he has built several successful practices while helping banks manage their sales force, build client strategies aligned to business plans, and leverage data to drive sales effectiveness, resource deployment and motivate talent. Pete also helped numerous FinTech businesses refine their commercial model, go-to-market strategy and raise tens of millions in capital.
 

Session #2

Driving Performance and Productivity

As financial services firms face increasing pressure on revenues, improving client team effectiveness and productivity has become critical to success.

This session will explore the drivers of client team success, how leaders can identify success models and how to apply these to develop and recruit team members.

Panelists:

John Moore

John Moore

Partner, Head of Institutional Equities, Sales, Trading and Research - William Blair

John C. Moore, partner and executive committee member, rejoined William Blair in 2006 and is head of the Institutional Equity department, where he oversees research, sales, and trading. After beginning his career with William Blair, Mr. Moore spent 13 years with CSFB/First Boston in Chicago, serving as co-manager of the institutional equity group. He later was a vice president in equity sales trading at Goldman Sachs. Since returning to William Blair, Mr. Moore has successfully developed, communicated, and implemented a new vision and strategy for the firm’s research, sales, and trading operations. Mr. Moore received his undergraduate degree in 1980 from Williams College. He serves on the board of the Ann & Robert H. Lurie Children’s Hospital of Chicago and is a director of the Western Golf Association in support of the Evans Scholars Foundation. Mr. Moore resides in Winnetka with his wife and four children.

John Moore

David Bailey

Chief Operating Officer, Wealth Management International - RBC

David is Chief Operating Officer with RBC Wealth Management International. Based in Jersey, David’s responsibility is to play a leadership role in supporting the strategic agenda of the business. His key focus areas are to optimise financial performance, operational effectiveness, regulatory readiness and ensure that the business operates under a sound risk culture. David joined RBC Wealth Management in 2001 as Senior Finance Manager before becoming Head of Finance in the Caribbean region in August 2011. He spent three years as Chief Financial Officer for Wealth Management International before moving into his current role in early 2019. Before joining RBC, David held various roles as Finance Manager with Barclays Private Banking, with Payoffshore.com and with Coconut, a web-based email provider.

Peter Keul

Peter Keuls

Partner, Global Head of Wealth Management Practice, Human Capital Solutions - Aon

Peter is the leader of McLagan wealth management practice serving private banks, multi-family offices, brokerage firms and premier banking businesses. Peter brings over 30 years of wealth management and financial services experience to his clients. He has advised leading wealth management firms globally on improving business performance by applying client, financial and talent analytics. Peter leads a team of 25 consultants globally who work with clients on improving salesforce effectiveness, client experience, organization design and effectiveness, financial analytics and the alignment of pay with performance through incentive plan design. His clients include the world’s leading wealth management firms such as Bank of America Private Bank and Merrill Lynch, UBS, Credit Suisse, Morgan Stanley, Northern Trust, JP Morgan Private Bank, and Wells Fargo. He also works with many multi-family offices, RIAs and independent brokerage firms.

Session #3

Capitalizing on Untapped Talent

Many organizations use a bottom-up approach to secure new talent through graduate or apprentice programs. These initiatives aim to drive innovation, fill talent gaps and enable fresh ways of working through a new generation of colleagues. How can you be sure you are filling the right gaps if you do not know your existing workforce’s strengths and gaps? Measuring the capabilities, strengths and potential of your existing workforce can greatly enhance diversity, equity and inclusion. It can also help lift and shift organizational performance by moving untapped talent internally in order to bridge talent gaps.

In this session, we will discuss how to measure untapped talent and how these insights can be used to create employee-centric talent mobility programs.

Panelists:

Tarandeep Singh

Tanuj Kapilashrami

Group Head Human Resources - Standard Chartered Bank

Tanuj joined the Management Team as Group Head, HR in November 2018. She joined the Bank in March 2017 as Group Head, Talent, Learning and Culture, and took on additional responsibility as Global Head HR, Corporate, Commercial and Institutional Banking in May 2018. Prior to joining the Group, Tanuj built her career at HSBC. She has worked across multiple HR disciplines in many of our footprint markets (Hong Kong, Singapore, Dubai, India and London). Tanuj is a member of the Asia House board of trustees, of which Standard Chartered is a founding stakeholder. Asia House is a London-based centre of expertise on trade, investment and public policy whose mission it is to drive political, economic and commercial engagement between Asia and Europe. Tanuj is a Non-Executive Director of the Board for Sainsburys PLC.

Tarandeep Singh

Suzanne Courtney

Strategic Director, Assessment Solutions - Aon

Suzanne studied Occupational Psychology and is currently completing a doctorate on creating pay and opportunity equity for women in business - a topic she is highly passionate about. Her role as a Strategic Director in Aon Assessment Solutions focuses on helping clients enable diversity, equity and inclusion, creating strategic workforce planning models, and validating the readiness and gaps of workforces for transformation and the future. Additionally, her role focuses on helping clients tie multiple data points together in an action-oriented way to minimize people risk, enable health and well-being and align the assessment strategy to the wider business initiatives. Suzanne is also a key contributor to numerous assessment innovations including the agile / change leader model, growth mindset solution and re-skilling / up-skilling solution. She regularly releases thought leadership on human resource topics within the finance industry and works with a portfolio of financial clients day-to-day.

Session #4

Building an Agile Workforce

A recent global survey by Aon revealed that 69% of companies assess their workforce for agility, a key ingredient for success today.

In this session, industry leaders will share how organizations can build talent systems and people practices that nurture agility and do so beyond measurement. As technology and socio-demographic factors create new expectations, how can we help the workforce to evolve faster and stay competitive while balancing the need people have for stability, security and structure?

Panelists:

Kumar Kymal

Kumar Kymal

Global Head of Compensation & Benefits - Bank of New York Mellon

Kumar is an experienced HR leader with more than 25 years of global experience and has led large transformation, change management and organizational effectiveness projects. He is currently the Global Head of Compensation & Benefits at Bank of New York Mellon. Previously Kumar was at Thomson Reuters, where he held a dual role as the SVP of Total Rewards and Corporate Human Resources. He has also held senior HR leadership roles at Blackberry, Nokia and Cisco. He has been based in the U.S., U.K., Canada, France and Finland. Kumar is active in the HR community, and is a non-executive Board Member of World at Work, which is a non-profit Human Resources organization supporting the professional requirements of its 30,000 members in 100 countries. He is on the Steering Committee of Executive Networks – Total Rewards and also is a founding member of Cornell's Executive Forum - Institute for Compensation Studies.

David Sterland

David Sterland

Head of Wealth Strategy and International - Santander

David is head of Santander’s Wealth Strategy and International team. He began his career in equity derivatives and has worked within advisory and discretionary management teams at Credit Suisse, HSBC, and Barclays. A chartered member of the CISI and this year was included in the PAM top 40 under 40 awards. Outside of work a keen runner, footballer, and loves nothing more than travelling the world with his wife and two young daughters.

Tarandeep Singh

Tarandeep Singh

CEO, Asia Pacific & Middle East, Assessment Solutions - Aon

Tarandeep has over 23 years of professional experience in Change Management and Human Capital Consulting. He joined Aon and broadened his experience to all facets of people advisory, including HR Effectiveness, Engagement, Culture and Leadership. Currently, he leads Aon’s Assessment Solutions for Asia Pacific and Middle East supporting business growth, clients and colleagues. His responsibilities keep him engaged across Australia, China, India, South-East Asia and United Arab Emirates. His clients include major organizations across industries such as technology, financial services, travel, tourism, consumer goods, mining, manufacturing, engineering, etc. He has vast experience in competency and assessment design, post assessment evaluation, debrief, coaching and learning journeys through development workshops.

Interested in our four-part webinar series for Banking industry leaders?