Forecasting for the Business by Merging Planning and Analytics


Fortune 100 Financial Services company TIAA has a bold vision: to be a best-in-class HR organization that delivers value both to TIAA’s workforce and its customers. In this session, TIAA will reveal how their organization is shifting how HR operates to deliver increased value to their company, workforce, and customers.
Sharing their vision for a strategic, business-oriented HR organization, the presenter will discuss how TIAA’s HR organization is leveraging analytics-driven workforce strategies to create a differentiated HR experience for employees; demonstrate a return on investment in people through improved business outcomes; and leverage talent as a competitive advantage to create value for their customers and community.
Providing practical guidance, Jocelyn Caldwell will share the steps their HR organization is taking to drive culture, performance, and productivity throughout the company; to be trusted business advisors; and to strengthen accountability through the business and within HR. She also will share what she provides her the C-Suite at TIAA during their monthly business performance reviews.
You will learn:

  • Blending thoughtful workforce planning with actionable analytics for organizational maturity.
  • How to forecast for the business
  • How to get—and keep—the ear of the C-Suite.


Jocelyn Caldwell

Senior Director, Enterprise Workforce Planning and Analytics, TIAA