Day One: Sunday, February 23, 2020

10:15 am - 10:45 am Registration

10:45 am - 10:50 am CLO Exchange Welcome

Join our Conference Director, Beth Weinstein, for an overview of the CLO Exchange program, and what to expect over two and half days of learning.

10:50 am - 11:00 am Thoughtexchange App Introduction


Michelle Eppler Ed.D

Associate Vice President
Bellevue University Human Capital Lab

11:05 am - 11:35 am Aligning Learning Programs with Culture Renovation

Keturah Hallmosley - Senior Director, Talent Development & Learning, Seattle Children's Hospital
How do you define your employee culture and how does that provide your workforce with greater purpose? Join Keturah Hallmosley, as she discusses the journey that Seattle Children’s Hospital has taken as they introduced a new initiative to define, reinforce and communicate company values and leadership qualities. Using a blended learning program, Seattle Children’s Hospital has leveraged L&D to build a company culture, partnering with the business to create an environment that is mission aligned to serve their clients in a high-touch atmosphere. In this session we will discuss:

  • Working with the stakeholders to define your company culture
  • Coaching managers to make learning a priority for both themselves and their teams
  • Determine how to measure what success looks like 


Keturah Hallmosley

Senior Director, Talent Development & Learning
Seattle Children's Hospital

11:35 am - 12:05 pm Fireside Chat: Optimize Inclusivity in Your Learning Programs to Build a Stronger Workforce

Christyl Murray - Vice President - Firmwide Talent Development, JPMorgan Chase & Co.
Jon Cox - Director of Talent Management, Trinity Industries, Inc.
Inclusion in the workplace is beneficial, especially for enterprise-sized organizations. From increased profitability, to enhanced innovation, and a better employee experience, the incentives for inclusivity are all there. And while companies have been focused on diversifying their workforce, CLOs are working to remove inherent biases from their learning programs. In this session, a key thought leader in the D&I space will discuss key steps toward a total inclusive learning program such as:
  • Incorporating diverse perspectives, identifying potential barriers to learning and using creative solutions to learning impediments
  • Implementing oversight teams to review current and future development programs with an eye on ensuring that unconscious biases are mitigated
Driving and fostering a culture of inclusive learning where employees feel safe to share concerns

Christyl Murray

Vice President - Firmwide Talent Development
JPMorgan Chase & Co.


Jon Cox

Director of Talent Management
Trinity Industries, Inc.

12:05 pm - 12:45 pm Seeing the Big Picture - Business Acumen to Build Your Credibility, Career & Company

Kevin Cope - CEO, Acumen Learning
As Your executive team wants the entire business to be profitable, not just a single unit. They need all employees to understand and better contribute to how the entire company makes money. And employees want to feel that the work they do for their company is worthwhile and makes a difference. The problem is that most people “in” business, don’t “get” business. While we understand our jobs, the big picture seems too complex to grasp, and complexity is an underlying challenge in any business, regardless of size, industry, or stage of development. 

How do we simplify the complex? Bestselling author, Kevin Cope, has helped top companies figure it out. When you break down even the largest, most complex multinational company into its most fundamental elements, you’ll find the same five drivers that power your business, or any business. If you want to be seen as a major contributor, someone who understands your overall business – not just how your department works – you need to understand how you can affect these drivers through your decisions and actions. You need to build your business acumen. 


Kevin Cope

Acumen Learning

12:50 pm - 1:50 pm Networking Lunch

Bank of America has a long standing history of producing world-class Wealth Management Advisors. Strategic demands for accelerated growth, engagement, retention, culture and conduct require us to continually drive for improvement and expansion of our employee development capabilities. We will explore how the learning team played the role of strategic business partner; resulting in the ability to take actions toward:

  • Defining our company culture, governance structure, and operating model for Advisors
  • Coaching and upskilling frontline managers to describe the value of the change and conduct difficult conversations about the restructure
  • Building strong relationships across cross functional teams to maintain and sustain the change


Dr. Carla Reynolds Ed.D.

Senior Vice President | Learning Manager Merrill Lynch Financial Advisor Development Program
Bank of America


Andrew Lucas MBA

Senior Vice President, Learning Executive Consumer Banking & Investments
Bank of America

2:25 pm - 2:55 pm Business Meetings

2:55 pm - 3:25 pm Business Meetings

3:25 pm - 3:55 pm Business Meetings

3:55 pm - 4:10 pm Networking Break


4:10 pm - 4:55 pm BrainWeave: Getting Comfortable with Uncomfortable: Strategies for Maximizing Your “Inner” Storyteller
Susan McClure - Vice President of Talent Management and Principal Consultant, Talent Solutions Right Management
Today’s transformative business environment requires leaders who connect with the hearts and minds of others, and connect with people in a deeply personal way. When leaders are transparent and authentic, the impact on others is powerful, meaningful, and memorable. 

Go beyond statistics and slide-driven presentations to learn how storytelling influences individual and team behavior, and can positively shape the collective culture of your organization. Come join the discussion and: 
  • Understand the art and science of storytelling
  • Identify the defining moments in your life that you can craft to inspire others
  • Learn tips and tools that will unleash your inner storyteller.


Susan McClure

Vice President of Talent Management and Principal Consultant
Talent Solutions Right Management


4:10 pm - 4:55 pm MasterClass: The Future of Learning Is Experiential: Tomorrow’s Leaders Demand More than PowerPoint
Matthew Confer - Vice President of Strategy, Abilitie
According to a recent survey in Training Magazine, 44% of training expenditures was allocated to management training or executive development. Companies are making this investment to offset a shrinking talent pool, by turning their current generation of managers into leaders. Yet traditional leadership training is falling short; too often, participants leave training programs with no insight into their leadership style, their strengths and weaknesses, or concrete ways to apply what they have learned in their daily lives.
Experiential learning succeeds where lectures and discussions struggle—in changing patterns of behavior. For example, managers who are non-confrontational can be immersed in a situation that requires them to practice assertiveness. Feedback and reflection on key experiences and moments—and the ability to try again —can lead to true improvements in behavior. At its core that is the power of experiential learning. In this session we will discuss:
  • Identifying the factors that are leading participants to expect more immersive learning environments•Examples of different ways to leverage experiential learning ranging from onboarding, new manager training, all the way to senior executive development
  • How to leverage virtual experiential learning when presented with blended learning opportunities that do not involve face to face interactions


Matthew Confer

Vice President of Strategy

80% of workers are “deskless” working in a variety of both customer facing and remote positions, across all industries. These workers present a unique challenge to deploy learning and development programs, and skills and training requirements vary, so your training for these employees must be nimble and flexible to meet the most stringent state and quality standards. In this session, we will join Marco Madrazo, as he takes us through the journey that Holiday Inn Club Vacations has embarked on to become the most loved brand in family travel. As part of their mission, they are developing their frontline workforce into collaborative, high performance teams that are inspired by their culture of “customer obsession.” We will review the unique challenges that this group presents, and how they are improving the customer experience with new training methods and just-in-time training, including:

  • How to build brand advocacy through leader-led workshops
  • How to offer workflow training on the spot
  • How to enhance competency through augmented reality


Marco Madrazo

Director, Learning Experience Design
Holiday Inn Club Vacations

5:30 pm - 6:20 pm Champagne Roundtables

Enjoy some bubbly and connect with your peers and take a deep dive into the challenges that you face as you drive transformation in your organization in discussions lead by leading solution providers, including:

  • Elevating L&D Success with Metrics that Matter, led by McGraw Hill Education
  • Video and Learning at Work, led by Kaltura 
  • Integrate Learning Strategy with Business Strategy, led by KNOLSKAPE 


Michelle Eppler Ed.D

Associate Vice President
Bellevue University Human Capital Lab

6:40 pm - 8:10 pm Networking Dinner