Registration & Continental Breakfast
Bill KennellyAdministrative Vice President - Banking ServicesM&T Bank
|8:10|| Learning Transformation
|8:55|| Learning Transformation
-Heads of Learning, Talent & Onboarding Panel-
|9:40|| Leveraging Learning Technology
My xAPI Year: A Travelers Case Study
xAPI holds enormous promise for bringing data-driven decision-making to the practitioner’s
level—if you can make it happen in your organization. Countless sessions attempt to address
how xAPI data can assist with ROI, but few outline an actual implementation of xAPI from the
ground up. So what does a real xAPI implementation story look like, and what lessons can you
learn from it to inform your own use of xAPI?
Becky GoldbergTraining ManagerTravelers
Morning Networking Break
|10:45|| Employee Engagement
Enhancing Communication Skills to Elevate the Customer Experience - A Front Line Customer Service Communication Excellence Skill Development Program
Johanna Thoma, Director of Learning & Performance Development at Unum, will discuss how her organization is applying a continuous personalized learning strategy in their Benefits Center to achieve customer service excellence. Specifically, she will share their Achieving Communication Excellence (ACE) Proficiency Program, which targets skill development around telephone effectiveness competencies for front line benefit specialists. Learn how they designed and enhanced the 8-week program, implemented continuous personalized learning systems, and built in coaching support and soft skills measurements. Johanna will share her journey and lessons learned along the way.
Johanna ThomaDirector of Learning & Performance DevelopmentUnum
|11:20|| Leadership Development Innovations
Building a Leadership Pipeline that Achieves Diversity &Inclusion Initiatives
Diversity programs and initiatives are becoming an integral part in building the workforce of the future. Hear how LPL Financial is identifying the pipeline of female and minority leaders in a new way. Learn how to leverage informal systems and integrate those systems into established L&D practices for greater effectiveness in the identification and advancement of emerging leaders.
Dr. Lisa ToppinChief Diversity Officer & VP of Talent ManagementLPL Financial
|11:55|| Talent Development Innovations
Idea xChange & Round Table Discussion
Session #1 Topic: Innovative Talent Development Programs
Throughout the event, we will pause for two idea exchanges, each paired with a small group
round table discussion, centered on the theme of talent development.
Curtis TwomblyCompliance Education ManagerWells Fargo Advisors
|1:30|| Employee Engagement
Unlocking Performance Gains through Fostering Meaning and Purpose
BetterUp's research has demonstrated that cultivating meaning and purpose in the workplace results in measurable, empirical business outcomes, including significant improvements in engagement, retention and performance. This talk will feature BetterUp's research on the topic, and will describe how BetterUp is helping other organizations unlock performance and retention gains in their workforce by helping them foster more meaning and purpose amongst their employees.
Naomi Arbit, PhDSenior Behavioral ScientistBetterUp
|2:05|| Employee Engagement
Military Veteran Transition Program at Bank of America: Integrating, Developing & Retaining Veteran Talent
Commitment to hire veterans starts at the top at Bank of America. In 2014, CEO Brian Moynihan, announced the company would hire 10,000 veterans. And while commitment and recruitment efforts were successful, turnover continued to be a challenge for the organization. Aaron Polsgrove, SVP of Diversity & Inclusion will explore how Bank of America is evolving its veteran transition program, including:
Aaron PolsgroveSVP Diversity & InclusionBank of America
Pat FurbushVP, Learning ManagerBank of America
|2:40|| Employee Engagement
Games and “Gamification” - When it Works and When it Fails
“Gamification” is an increasingly misused tactic in the learning industry. This leads to underwhelming programs with badges and leaderboards slapped on as an afterthought. During this session Romeo Maione, a program designer and strategist at Launchfire, will run through when you should (and shouldn’t) employ games as part of a learning strategy.
Romeo MaioneProgram DesignerLaunchfire
Afternoon Networking Break
|3:45|| Learning Transformation
Principles of the Modern Learner & How to Find Freedom within Your Framework
Nothing gets your employees more excited than plowing through a
regulatory manual, right?
Dave RomeroCo-Founder and PresidentUnboxed Training & Technology
Sarah GraperStrategic Solutions LeadUnboxed Training & Technology
|4:20|| Leadership Development Innovations
|8:10|| Learning Transformation
Idea xChange & Round Table Discussion
Session #2 Topic: Innovations in Compliance & Risk Training Our speaker will conduct a 15 minute mini presentation, then we will break into small group round tables, taking time to explore the topic and share ideas with your peers. Walk away with new contacts and with some fresh ideas that you can implement upon returning to the office.
Patty AquaroManaging Director- Head of Risk & Professional ExcellenceBNY Mellon
|8:45|| Learning Transformation
Aligning Strategy and Training: Unlocking the Hidden Talent of your Employees
Today’s organizations must align the investment they make in training to their business strategy.
This means providing learners with developmental experiences that are relevant and
embedded, so that they become sustainable beyond the training itself.
Kaplan’s mission as a learning solutions partner is to help organizations design, develop and
implement scalable learning journeys for their people and make the most of their training
Dr. Tim Smaby, PhD, CFA, FRMExecutive Director, Learning and Professional DevelopmentKaplan Professional
|9:20|| Measuring Learning Impact
Morning Refreshment Break
|10:35|| Measuring Learning Impact
Metrics & Measurements: Demonstrating Learning’s Value to the Organization
Whether you’re new to leading L&D or a seasoned veteran, attention to metrics and measurement has never been more critical. In fact, they are THE elements that can make or break the future of our discipline. We’ll review a fresh approach to measuring impact sharing lessons learned from the frontline while implementing a new sales onboarding initiative at Guardian Life. Use what we learned to inform your decision-making processes, help you prioritize future development efforts and build your credibility to communicate the strategic value that L&D offers your organization.
Kathy TagueAVP & Head of Field Representative L&DGuardian Life Insurance
|11:10|| Leveraging Learning Technology
-Panel Session- Effectively Deploying the Latest Digital Tools for Learning & Talent Development
Our panel of learning and technology leaders will examine the modern learner, their expectations to learning access, opportunity & engagement, and explore how to overcome the barriers to successful digital transformation. Our panelists will also share successful strategies for leveraging:
David Guralnick, PhDPresidentKaleidoscope Learning & International E-Learning Association
Rick At LeeSVP, Learning Design & Development ManagerBB&T
Brian McGrathDirector, Learning Design & DevelopmentBlue Cross Blue Shield of North Carolina
Adam GirardAVP, Global Learning and Development, Head of Learning TechnologyMetLife
Conference Wrap Up
Conclusion of Conference