BAI Webinar

Does your financial services organization have the necessary skills to navigate today's environment?

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RECORDED: April 10, 2025
TIME: 1:00 - 2:00 PM CT

Now more than ever, financial services organizations need an effective compliance training program to help employees stay on top of regulatory changes. It is important for businesses to train their employees on relevant skills in today’s market to provide better service and operate in compliance with all applicable regulations. If organizations ignore market and regulatory trends and don’t develop the right skillset for their employees, they risk operating out of compliance and damaging their reputation.

In this webinar, Emily Stone, Learning Strategy Consultant, Emily Stone Consulting & Coaching, will go over the short-term and long-term skills organizations need to develop to help position themselves for success.

Key discussion topics include:

  • Addressing and updating organizational credit risk criteria
  • Developing short-term compliance monitoring skills to proactively manage regulatory change
  • Developing long-term risk management skills to forecast a variety of economic conditions and create plans to address them
  • Curating compliance training for today’s regulatory and economic conditions

PRESENTER:

Emily Stone

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.