December 09 - 11, 2019
Omni San Diego Hotel, San Diego, CA

Agenda Day Two: Tuesday, December 10th, 2019

6:10 am - 6:55 am Morning Walk

Meet in lobby and start the day off with a brisk walk!

7:30 am - 8:00 am Breakfast

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

8:05 am - 8:35 am Leveraging Leadership and Learning Through a Major Transformation

Join Cheryl Doggett to learn how to engage global leadership and learning to align the organization and help transform the culture of an organization. Medtronic acquires Covidien, which doubled the size of the organization and embarked on a journey to transform healthcare together. From a talent perspective, everything changed, including processes, systems and the talent imperatives. The one defining constant is Medtronic’s Mission to alleviate pain, restore health and extend life. This session will discuss the journey and steps taken to enable a successful transformation.

Cheryl Doggett, Vice President, Global Learning & Leadership Development at Medtronic

Cheryl Doggett

Vice President, Global Learning & Leadership Development

8:35 am - 9:05 am Growing Profits by Developing a Diverse Workforce

Theo will be presenting a case study on how L&D is driving diversity. Diversity and Inclusion was an important theme during LPL Financial’s Focus conference in 2018, and they have created a corporate wide initiative to increase cultural diversity at LPL, to address the changing demographics of their clientele and drive revenue. This session is a case study of how LPL, with it’s increased focus on diversity programming, is helping grow their businesses and build networks of like-minded business owners and play a role to change the landscape in the financial  industry.
Theo Bowling, AVP of Leadership Organizational Consulting and Diversity & Inclusion at LPL Financial

Theo Bowling

AVP of Leadership Organizational Consulting and Diversity & Inclusion
LPL Financial

9:05 am - 9:20 am Networking Break

9:20 am - 9:50 am Business Meetings

9:55 am - 10:25 am Business Meetings

10:30 am - 11:00 am Exploring the Top Learning Trends of 2019

Uncover what’s hot and what’s not in this discussion on learning and development trends. You’ll learn how over 1,900 global L&D professionals ranked top trends in the sixth annual Learning & Development Global Sentiment Survey and how to use these results to plan your learning and development strategies for 2019 and beyond. 

•Review of the 2019 Learning and Development Global Sentiment Survey results 
•Understand which trends are hype, and what’s here to stay 
•Hear how learning and development trends vary by geography

Master Class

11:00 am - 11:45 am MasterClass


11:00 am - 11:45 am Brainweave

11:45 am - 12:45 pm Networking Lunch

12:45 pm - 1:35 pm Practitioner Roundtables

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.

1:35 pm - 2:05 pm Skill Proofing Your Experienced Workforce

Soften the impact of automation and keep your management team and leaders ahead of the curve by demonstrating the value of continuous skill training. In the age of automation, maintaining technical fluency across roles is mission critical, but the pace of change fuels demand for highly adaptable, critical thinkers, communicators, and leaders. In this session we will see how talent developers are employing learning and training to align with strategic workforce planning, by retaining experienced talent and leadership, by ensuring their people have the right skills for today and tomorrow, including: 

•Overcoming objection in adoption of new platforms
•Build greater competency and comfort with key technology 
•Create learning profiles that resonate with workers at all levels

2:10 pm - 2:25 pm Networking Break

2:25 pm - 2:55 pm Business Meetings

3:00 pm - 3:30 pm Business Meetings

3:35 pm - 4:05 pm Business Meetings

Master Class

4:10 pm - 4:55 pm A Blueprint to Successful Technology Adoption: Planning and Designing a Technology Training Plan
Collaboration is key when evaluating and implementing new technology. Without an effective team to guide your organization through vetting, testing, communicating, and training your new technology, you will encounter resistance and poor adoption. Lennar Corporation is America’s leading Homebuilder and utilizes technology to assist Homeowners to seamlessly navigate the home buying journey. 

Please join JPW Consulting and Lennar Corporation for a discussion on introducing new technology to over 4,500 Associates across the U.S. in just 10 months. We’ll explore this real-world example to answer questions like:

  • Where do you begin?
  • How do you build a Training and Communication strategy?
  • How do you bring vendors, consultants, and SMEs together to work as one team?


4:10 pm - 4:55 pm BrainWeave

5:00 pm - 5:30 pm #MeToo and It’s Impact on Learning & Development

Last year, the #MeToo movement brought to light abhorrent workplace behavior that seems to many to have gone unchecked for years, even with many states mandating sexual harassment training. In the wake of these high-profile incidents, many companies are reviewing training and incident reporting so as to better protect employees and customers. In this panel we will discuss how companies across a wide array of industries are addressing this through both onboarding and continuous training, to shift  behaviors and drive cultural change in their organizations.

5:30 pm - 6:00 pm L&D for Sub-contractors in the Gig Economy

As more enterprise sized companies utilize outsources customer-facing workers, a robust onboarding and continuous learning program can identify where sub-contractors may need development and measure their alignment with the parent company's mission, as they hold the key to a company's reputation. We will discuss factors such as:

  • Identifying the soft skills needed for sub-contractor roles
  • Incentivizing optional training programs
  • Building programs that build loyalty alignment to company mission

6:00 pm - 6:30 pm Round Table Discussions

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:

  • Preparing Your Organizational Leadership for Disruption, lead by LingoLive
  • How to Drive ROI Through Performance Based Learning, lead by McGraw Hill Education
  • Leadership Development, lead by The Trium Group 
  • Leveraging AI to Develop The Next Generation of Leaders, lead by Vanderbilt University

6:30 pm - 6:35 pm Chairperson's Closing Remarks

6:35 pm - 7:05 pm Dinner & Drinks

Attendees have time to connect with one another and enjoy lively conversation over a delicious meal.