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[Free Webinar] The 2026 State of Training in Financial Services

This webinar will unpack the key findings from OnCourse Learning’s 2026 State of Learning & Development Report. Discover the data-driven trends and insights shaping financial services training and learn how to build a more effective, efficient, and impactful L&D program for the year ahead.

Upcoming
DATE

Wednesday, January 14, 2026
2:30 pm - 3:30 pm

INSTRUCTOR

Rachel DavisMelissa Wilson

FORMAT

Webinar

CREDIT TYPE

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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OnCourse Learning’s 2026 State of L&D Report reveals a decisive shift toward digital-first delivery, decentralized training oversight, and a stronger focus on proving ROI through performance-based metrics. As budget growth moderates, institutions are making smarter, more targeted investments to enhance compliance, improve learner engagement, and unify their technology ecosystems.

This webinar will guide you through the report’s most critical findings, providing actionable strategies to elevate your training programs. You’ll get a sneak peek, first look at the data in the report, and benefit from an exclusive overview of recommendations based on the insights.

We will explore how to align learning initiatives with core business objectives, from mitigating regulatory risk to improving customer experience. You’ll gain expert insights into modernizing content delivery, strengthening analytics, and simplifying systems integration to stay ahead in a competitive market.

What You'll Learn

  • Why digital-first training is now the foundational standard for L&D programs
  • How to leverage compliance as a strategic driver for organizational learning and talent retention
  • Strategies for shifting from simple assessment scores to performance-based metrics that demonstrate tangible ROI
  • Best practices for overcoming HRIS integration challenges and breaking down data silos
  • How the decentralization of training ownership empowers business units and improves agility
  • Ways to expand cross-departmental training to build organization-wide competency
  • Techniques to improve the learner experience with engaging, interactive, and flexible content formats

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 2026 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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