Identifying skills gaps in your organization

DATE: November 20, 2025
TIME: 1:00 - 2:00 PM CT

You and your financial training professionals are invited to join us for this essential strategic session designed to provide your organization with actionable methods for identifying and closing critical skills gaps in your workforce.

In a competitive landscape shaped by rapid market shifts and evolving customer expectations, the ability to assess your team’s current capabilities against future business needs is paramount to maintaining a competitive edge and controlling risk.

You will identify practical tools for measuring your workforce's readiness, allowing you to make smarter, data-driven decisions about your learning and development investments.

Key takeaways will empower your financial services executives, HR leaders, and training professionals to:

• Accelerate Gap Analysis: Learn how partnering with an industry education provider can significantly reduce the time spent identifying critical skills for various financial services roles and strategic initiatives.
• Target Training Effectively: Discover how to leverage pre-mapped course catalogs and diagnostic exams to quickly pinpoint advanced skills gaps and recommend the right remedial and advanced courses.
• Streamline Career Development: Understand how a modern Learning Manager can automate skill tracking, allow managers to recommend skills for specific roles, and facilitate the creation of strategic career paths.
• Build a Resilient Strategy: Translate identified gaps into an efficient, structured learning plan that directly supports your organization's goals, reduces operational risk, and ensures your institution is prepared for what comes next.

By proactively addressing skills gaps, you will be not just managing your training program; you will be building the intellectual capital needed to drive growth, boost performance, and ensure your institution is prepared for what comes next.

PRESENTER:

Emily Stone
Learning Strategy Consultant
Emily Stone Consulting & Coaching

Emily Stone is an experienced instructional designer with over 15 years in the field. She is skilled at analyzing performance gaps, developing learning objectives, and designing training programs that make complex topics easily understandable. Emily holds a master's degree in Learning & Teaching With Technology from Michigan State's College of Education and an Executive MBA from Quantic School of Business and Technology.

In addition to leading projects, Emily enjoys mentoring new instructional designers and served as an instructor for Michigan State's Masters in Educational Technology program for 9 years. Emily is considered a leader in the field of instructional design and was featured on the "How to Be an Instructional Design Rockstar" podcast. She runs her consulting business from Southeast Michigan where she balances work, life, and raising three football-obsessed boys.