Jan 14, 2026
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.
January 14, 2026
2:30 pm - 3:30 pm EST
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
Rachel Davis
Senior Product Manager
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
Director of Product Marketing
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.
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.
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/.
Live Webinar - $0.00
Available Upgrades
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank