Strategic Workforce Planning in a Regulated Environment

Balancing compliance, business needs, and future workforce demands
Jennifer Cline

In highly regulated industries, strategic workforce planning (SWP) must balance compliance requirements with business agility. Jennifer Cline brings deep expertise in SWP, mergers, acquisitions, and workforce transformations in financial services. This session explores how to maintain a future-focused workforce plan while managing daily pressures, overcoming data silos, and responding to shifting regulations. Jennifer will share real-world examples of how immediate hiring needs can disrupt long-term planning and how businesses can stay on course. She will also discuss how to bring the right stakeholders to the table, ensuring SWP is a cross-functional business priority rather than an isolated HR function. Attendees will gain insight into demonstrating SWP’s value to finance, risk, and operations teams, and how to evolve SWP processes with the right technology and analytics

  • Regulated industries require strict compliance while maintaining workforce flexibility
  • Short-term pressures often overshadow long-term workforce strategy
  • Data challenges include incomplete, siloed, and unstructured information
  • Stakeholder buy-in is crucial for effective SWP execution
  • Emerging technologies and AI are reshaping SWP, but implementation is complex.

This session will explore:

  • Managing SWP in regulated industries
  • Balancing short-term business demands with long-term workforce planning
  • Overcoming data challenges and leveraging analytics for decision-making
  • Engaging finance, risk, and operations in SWP discussions
  • Demonstrating SWP value through measurable outcomes
  • The role of AI and emerging technologies in workforce planning.

Learning outcomes:

  • Understand how compliance impacts workforce planning and how to maintain agility
  • Learn strategies to integrate SWP with business planning in regulated environments
  • Identify ways to bridge data gaps and improve workforce analytics
  • Gain insights into engaging business leaders to ensure SWP is a cross-functional priority
  • Explore the evolving role of technology in SWP and its practical applications.