November 17 - 19, 2019
Scottsdale Plaza, Paradise Valley, AZ

Agenda Day Two: Monday, November 18, 2019

7:15 am - 8:00 am Networking Breakfast

8:00 am - 8:05 am Chairperson's Opening Remarks

Hal Adler, Executive Coach, Founder at Leadership Landing

Hal Adler

Executive Coach, Founder
Leadership Landing

8:05 am - 8:40 am Creating a High-Performance Culture Through Leadership Accountability

As companies continue to align their culture with the future of the business, employee fulfillment continues to be a top priority. The newer generations are looking for a better work life balance and CHROs are being faced with the challenge of engaging their workforces in new and innovative ways to retain their top talent, while keeping productivity at an all time high. In this discussion we will hear from Nancy Nazer, SVP Organization Development & Learning for Rogers Communications on how they have evolved their culture to keep up with the demands of the new wave of talent.
Nancy Nazer, Senior Vice President Organization Development at Rogers Communications Inc.

Nancy Nazer

Senior Vice President Organization Development
Rogers Communications Inc.

8:40 am - 8:50 am Financial Wellness Program Design – How to Select the Right Fit for Your Company’s Unique Culture & Goals

We will share lessons learned working with companies in multiple sectors on how to define, design, and deploy an effective financial wellness program
Understand how financial stress impacts employee engagement, retention, and productivity
Calculate how much financial stress costs your organization
Consider the breadth and scope of the financial wellness market
Determine how to select the right financial wellness program for your organization
George Lambert, Vice President, Institutional Business Solutions at Ayco

George Lambert

Vice President, Institutional Business Solutions


8:55 am - 9:40 am Emerging Digital Strategies that are Transforming Recruitment
HR Leaders everywhere are being asked to implement and develop new strategies that help their workforce stay ahead of today’s digital revolution.  But it’s much more than technology.  HR Leaders are now expected to hold the line, adopting new solutions and methodologies that further drive efficiency, establish value to their business, and change the very fabric of acquiring talent. With 2019 proving an ultra-competitive job market, digital transformation and emerging technology are key factors needed to push businesses ahead of the competition (now and in the future).
Adam Feigenbaum, Chief Customer Officer at iCIMS

Adam Feigenbaum

Chief Customer Officer


8:55 am - 9:40 am The Leadership Bermuda Triangle – Where Good Work Goes to Die!
Tighten your seat belt for this hands-on, fast paced, and fun session that exposes the factors that most often lead to the perfect storm or “Leadership Bermuda Triangle.”  Weak management undermines a high-performance culture and can “kill” good work.  In this session, you will have the opportunity to explore your own leadership tendencies and examine the factors that interfere with high levels of performance, so you can take action to mitigate this perfect storm in your own organization. 

Leave with:
•An understanding of how your own ecosystem of behavioral tendencies impact your managerial and leadership effectiveness.  
•A framework of understanding how your behavioral tendencies impact your team and for leading intentionally.   
•An understanding of how avoiding the Leadership Bermuda Triangle in your organization can positively impact plateaued workforce engagement levels.

Lee Klepinger, President & Managing Partner at Harrison Assessments Talent Solutions

Lee Klepinger

President & Managing Partner
Harrison Assessments Talent Solutions

Reid Tolley, Managing Partner at Harrison Assessments Talent Solutions

Reid Tolley

Managing Partner
Harrison Assessments Talent Solutions

9:45 am - 10:00 am Recovery Break

Join EXOS to get an energy boost with a no-sweat exercise break, work out any aches and pains with self massage tools, and get a complimentary movement quality analysis utilizing their 3DMQ technology.

10:00 am - 10:30 am Business Meetings

10:30 am - 11:00 am Business Meetings

11:00 am - 11:30 am Business Meetings

11:35 am - 12:05 pm Building a Culture of Recognition: How Recognition Helps Drive Engagement

This session will look at current engagement trends in the workforce, and demonstrate correlation between recognition and employee engagement.  Specifically, the focus will be on identifying recognition best practices, and considering how to apply these.

•Understanding what the data says about engaging and motivating employees; 
•Understanding what is involved in creating a culture of recognition; 
•Understanding how to get started

David Sinyi, Senior Implementation Manager at Achievers

David Sinyi

Senior Implementation Manager

Are you ready to walk in the shoes of your financially burdened employees? Join us as we dive into the world of numerous working Americans who are experiencing financial distress. We will do an interactive activity to learn about their daily challenges in making purchases and some innovative solutions that could help.

•Review recent research that shows the level and cause of employee financial stress
•Discuss the challenges and needs of financially stressed employees when making purchases
•Think through potential solutions to set your company up for success by meeting the needs of your employees

Rachael Chesley, Regional Sales Director at Purchasing Power

Rachael Chesley

Regional Sales Director
Purchasing Power

Shannon Lane, Regional Sales Director at Purchasing Power

Shannon Lane

Regional Sales Director
Purchasing Power

12:20 pm - 1:20 pm Networking Lunch

Roundtable Discussions- Chooser Your Topic

1:20 pm - 2:10 pm Practitioner Roundtable Discussions

Earlier in the Exchange, we collected your insights and challenges using Thoughtexchange. We identified the highest rated
topic areas. During this session, you’ll have the opportunity to choose a topic and participate in a small group discussion.
You will work in groups to develop an action plan for improvement.

2:15 pm - 2:45 pm Business Meetings

2:45 pm - 3:15 pm Business Meetings

3:15 pm - 3:45 pm Business Meetings

3:45 pm - 4:00 pm Recovery Break

Join EXOS to get an energy boost with a no-sweat exercise break, work out any aches and pains with self massage tools, and get a complimentary movement quality analysis utilizing their 3DMQ technology.



4:00 pm - 4:45 pm A: How to Build an Engaging Workplace on a Budget
Building an engaging workplace that positively impacts your business can seem like a daunting task. Luckily, creating an engaged workforce doesn’t require breaking the bank.

Often times, companies think that in order to create and sustain an engaged workforce they need to shower their employees with lavish perks. In other instances, people feel like a great deal of time and resources are needed in order to take meaningful action. However, in most cases, the greatest impact comes from small tweaks that require little time and virtually no money.

Join Culture Amp’s Senior People Scientist, Kevin Campbell, for a discussion on how small actions can achieve your employee engagement and overall business goals.

During the roundtable you’ll hear how to:
•Begin with business outcomes in mind. How to frame business goals through the lens of employee engagement from the very start of the process.
•Make employee engagement a shared responsibility that’s owned at every level. Create a culture that doesn’t see engagement as extra work, but part of how the day-to-day work gets done.
•Enable low-cost or no-cost micro-interventions that bolster engagement, retain top performers, boost business outcomes, and drive employee performance

Kevin Campbell, Senior People Scientist at Culture Amp

Kevin Campbell

Senior People Scientist
Culture Amp

4:00 pm - 4:45 pm B:Develop Leaders, Enhance Culture, Get Results: A Recipe for Transparency, Communication and Trust in Your Organization

Culture is not only a hot topic, but a true differentiator in today’s workplaces.  If you’re engaging in the war for talent by focusing on attracting, engaging and retaining, you may be approaching it from a costly, no win position.  

Consider these questions: 
•Do you set goals, communicate them in various ways, only to face the continuous challenge of execution of them across the company?  
•Have you received feedback that you’re lacking engagement because managers are not having consistent and/or effective conversations with their people?  
•How do you transition to a continuous performance management model without creating a laborious process that will be met with resistance?  

Learn how Inspire Software helps address all of these common challenges and more.  Inspire engages employees and leaders by helping to  develop cultures of continuous learning, goal execution, performance and collaboration through one integrated platform.  Build culture from the ground up, manage enterprise-wide goals and spark motivation in leaders and their employees all in one place. 

Beth Thornton, Chief Revenue Officer at Inspire Software

Beth Thornton

Chief Revenue Officer
Inspire Software

Tim Driscoll, Chief Commercial Officer at Inspire Software

Tim Driscoll

Chief Commercial Officer
Inspire Software

4:00 pm - 4:45 pm C: Transformation: Separating Science From Myth

There is currently much talk about digital transformation – and for good reason. In an age of automation, companies must scrutinize manual processes and identify needless or outdated technology. This is clearly a worthwhile investment. But don’t confuse making changes with true transformation – which is ultimately not a matter of process or technology.
Organizations don’t transform; people do. This starts with reskilling to meet current and ever-shifting future demands. By now, you have likely heard that there is a critical deficit of soft skills in the workforce (in layman’s terms, hard skills help you deal with things while soft skills help you deal with people). As McDonald’s Chief People Officer Melissa Kersey told ABC News: “Research conducted by Harvard University, the Carnegie Foundation and Stanford Research Center have all concluded that 85 percent of job success comes from having well-developed soft and people skills and only 15 percent of job success comes from technical skills and knowledge.”
And yet we often focus on the latter category when we talk about organizations evolving and reinventing themselves. Could it be that we’ve been looking at transformation through the wrong lens? 
In this session, Dr. Tom Tonkin, Senior Principal Consultant, Thought Leadership and Advisory Services for Cornerstone OnDemand, addresses the top myths of transformation and sets the stage for a series of discussions around transitions in 2020 and beyond:

Dr. Tonkin  will discuss:
1.The definition of transformation through the years.
2.There are only two types of change
3.The reality that people must transform before an organization can transform
4.The key to helping people transform

Success stories, lessons learned and others available resources will be shared to get you down the right path.

Dr. Tom Tonkin, Principal Consultant, Thought Leadership & Advisory Services at Cornerstone OnDemand

Dr. Tom Tonkin

Principal Consultant, Thought Leadership & Advisory Services
Cornerstone OnDemand


4:50 pm - 5:35 pm Enhance Employee Experience with Digital Adoption
Employees of any enterprise navigate across more than 14 applications at any given time. With information stored in silos across applications, employees are at a high risk of getting distracted frequently from their key responsibilities, making them less productive, less satisfied with their jobs and ultimately ruining employee experience. This only becomes worse with every additional application.

Learn how Whatfix unifies all your business applications and elevates employee experience through in-app onboarding, training and support, leading to increased adoption and productivity.

Steve Bailey, Vice President, Strategic Enterprise Sales at Whatfix

Steve Bailey

Vice President, Strategic Enterprise Sales

Denise Haas, Manager of Human Resources Systems at Sundt Construction

Denise Haas

Manager of Human Resources Systems
Sundt Construction


4:50 pm - 5:35 pm Houston We Had A Problem
Design Thinking Lab
The innovativeness and competitiveness of an organization is enabled by many things, namely the intellectual curiosity and agility, emotional intelligence and resilience of its employees. These attributes are fueled by the mental, emotional and physical wellbeing of the employee. A broad culture of wellbeing is achieved when leaders at the top of the organization invest in their own wellbeing, which not only catalyzes a culture of wellbeing within the organization but also the leaders’ own ability to thrive in increasingly demanding roles.

• Clinically proven wellbeing outcomes
• Leadership programming that addresses holistic wellbeing (including physical wellbeing, mental and emotional resilience,and character-centered leadership)
• Wellbeing activation that can be scaled to all levels of an organization

Including beer, wine and refreshments to be served 
Ivana Gibson, Vice President, Corporate Strategy & Design at MSI Global Talent Solutions

Ivana Gibson

Vice President, Corporate Strategy & Design
MSI Global Talent Solutions

5:40 pm - 6:20 pm Improving Employee Engagement: Whose Job is it Anyway?

While most organizations today are leveraging employee engagement surveys, 80% of leaders don't believe their programs are driving meaningful change. This signals something is fundamentally wrong with how we have been approaching employee feedback. There is a great opportunity to shift away from the traditional focus on survey events and action plans, and instead, adopt a scalable and sustainable approach to using employee feedback to fuel change. 
In this workshop, you will learn how to design a measurement strategy that empowers managers to not only listen to feedback, but do something with it. 

During this interactive seminar and panel, you will:
•Understand the importance of shifting the mindset around who owns employee engagement results and the simple signals you may be sending that confuse ownership and accountability 
•Learn how you can help managers understand where to focus and outline a simple action-taking process aligned to company strategy (hint: it's not about a cumbersome action plan!)
•Discover how your role as an HR professional transforms from administrative to strategic when managers are empowered

Amy Lavoie, Regional Director of People Science at Glint

Amy Lavoie

Regional Director of People Science

Shubhang Davé, Senior People Science Consultant at Glint

Shubhang Davé

Senior People Science Consultant

6:25 pm - 6:40 pm Survey App Feedback/ Mindfulness Break

Mindfulness Break: Get the most of your Exchange by taking a mindful break between sessions. Join Hal Adler for 10 minutes of mindful breathing and a focused reset

6:40 pm - 7:10 pm How Increased Mindfulness Has Impacted Real Teams, Real Businesses

Susan Relland, Chief Administrative Officer at American Fidelity Corporation

Susan Relland

Chief Administrative Officer
American Fidelity Corporation

7:10 pm - 7:15 pm Chairperson’s Closing Remarks and App Survey Feedback

Hal Adler, Executive Coach, Founder at Leadership Landing

Hal Adler

Executive Coach, Founder
Leadership Landing

7:15 pm - 7:45 pm Networking Reception and Dinner