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[Free Webinar] The 2025 State of Training in Financial Services

Discover the latest trends and insights shaping employee training in financial services. This webinar, based on key findings from the 2025 State of Learning and Development report by OnCourse Learning, will explore evolving practices, priorities, and challenges in the industry.

OnDemand
Recorded Wednesday,
January 15th, 2025
2 Presenters
1h total length
1 SHRM-CP Credits
$0.00

Includes: 12 months of OnDemand playback access

  • Compliance
  • General Compliance
  • Human Resources
  • Lending Compliance
  • Management/Employee Development
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Compliance Officer
  • Human Resources Officer
  • Risk Manager
  • Training Manager
  • Trainer

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Learn how institutions are leveraging training to enhance compliance, improve onboarding, and drive business outcomes like profitability and customer satisfaction. We’ll also discuss emerging demands for accurate, timely content and flexible learning modalities.

Whether you’re navigating budget increases, evaluating third-party providers, or looking to align training with strategic goals, this session offers actionable insights to elevate your training programs and meet the future head-on. You’ll walk away with an in-depth understanding of how these findings can impact the success of your training program in 2025 and beyond.

What You'll Learn

  • The evolution of how institutions source their training
  • Top goals and strategic objectives behind training programs
  • Shifting departmental focuses on training
  • What institutions value most in training programs
  • Satisfaction metrics and their challenges
  • How training impact is measured
  • Budget shifts and the factors influencing training provider loyalty
  • Implications these findings have for training managers and HR leaders

Who Should Attend

This session is ideal for financial institution professionals responsible for employee training programs, including training managers, HR professionals, compliance officers, leadership, and more.

Rachel Davis

Instructor Bio

Rachel Davis is a Senior Product Manager at OnCourse Learning. With over a decade of experience in various roles within financial institutions, Rachel transitioned to OnCourse Learning, where she has been the Senior Product Manager for the Bank & Credit Union vertical for the past 5 years.

Melissa Wilson

Instructor Bio

Melissa Wilson is the Director of Product Marketing at Colibri Group. She is a seasoned product marketing leader with over 20 years of experience driving impactful strategies in training and development for the financial services industry. Currently leading product marketing initiatives at OnCourse Learning, Melissa is passionate about creating streamlined, efficient solutions that enhance compliance, professional development, and onboarding experiences within banks and credit unions. Known for her collaborative approach and cross-functional alignment, she excels at building strong relationships between marketing, product, and sales teams, resulting in measurable success. Melissa’s expertise spans integrated campaign strategy, brand development, thought leadership, and digital marketing, with a deep commitment to continuous learning and operational excellence.

Continuing Education Credit Information

[Free Webinar] The 2025 State of Training in Financial Services has been approved for 1 SHRM-CP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://portal.shrm.org/.

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