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

Agenda Day One: Monday, December 9th, 2019

8:00 am - 9:00 am Registration

9:00 am - 9:05 am CLO Exchange Welcome

9:05 am - 9:15 am Thoughtexchange App Introduction

9:15 am - 9:20 am Chairsperson's Introduction & Welcome

9:20 am - 10:00 am Bite-Sized Training - Transforming L&D with Microlearning

Peggy Huck joined Universal Music two years ago, undertaking a transformation in their talent development and learning programs. This provided her with a unique opportunity to reimagine Universal Music’s training program, leveraging the agility of in-house production teams. Peggy will be presenting a case study on how microlearning has helped in this transformation, combatting the reduction in seat time, and an ever mobile global workforce. In this session, we will cover:

  • How to rework training content into easily digestible videos and interactive content
  • Choosing the right platform for microlearning
  • Leveraging technology to curate just-in-time content
Peggy Huck, Vice President, Talent Management at Universal Music Group

Peggy Huck

Vice President, Talent Management
Universal Music Group

10:00 am - 10:35 am Collaborative & Courageous Leadership

Hear from innovative and dynamic leaders who are leading the way by having courageous conversations within their organization. Discover how organizations are creating a culture that promotes openness, transparency and collaboration by empowering their employees to share their voice and consider the thoughts and ideas of others; shifting the corporate paradigm from closed and knowing to open and learning.

10:35 am - 11:15 am Panel - Millennial Leadership Development in the Information Age

Millennials and Gen Z enter the workforce highly educated and goal-oriented, companies are re-designing supervisor and leadership training to accommodate the more interactive and collaborative work styles of Millennials. The decades old approach of “sink-or-swim” on-the-job training is less effective with this group, raised with different expectations and work styles. This panel discusses how to connect with this demographic and use learning and development to effectively leverage their talents. 
Elden Maxwell, Vice President of Talent Development and Management at

Elden Maxwell

Vice President of Talent Development and Management

11:15 am - 1:15 pm Networking Lunch Activity

1:15 pm - 1:45 pm Breaking the Glass Ceiling with L&D

Merck is at the forefront of leadership development, with a focus on inclusion and diversity. Tivonnia “T.J.” Harvey  AVP, Chief Learning Officer at Merck will be presenting a session on the Women’s Leadership Program, a global program that helps support the advancement of women into senior leadership roles within the company. It focuses on helping these women get to the ‘next level’ by teaching them additional skills and providing the experiences they’ll need to grow as leaders.
Tivonnia "T.J." Harvey, Chief Learning Officer at Merck

Tivonnia "T.J." Harvey

Chief Learning Officer

1:45 pm - 2:15 pm Business Meetings

2:20 pm - 2:50 pm Business Meetings


2:50 pm - 3:35 pm How the Workforce Learns: 2019 - New Strategies for Building Human Skills in the Age of AI
Whatever business you’re in — cars or ketchup, healthcare or hotels, ERP or ecommerce — emerging technologies and shifting market dynamics are creating new opportunities and unexpected threats every day. Now, everyone needs to keep their skills sharp, and to continuously develop new ones. This is the opportunity we’ve all been waiting for.

The most progressive learning leaders are fueling innovation, not just productivity. They’re shaping business strategies, not just reacting to them. But shaking up the status-quo requires rebuilding some fundamental L&D strategies, and refocusing on agility, not just efficiency. And that starts with understanding how today’s workforce really learns and grows.

Join us for this workshop to: 

•Take a deep dive into brand new research on the anthropology of learning and careers from Degreed and Harvard Business Publishing
•Uncover fresh insights and discuss novel ideas for keeping your people’s skills in sync with your business opportunities


2:50 pm - 3:35 pm The Importance of Purpose
Presented by: Ali O'Malley, Senior Behavioral Scientist

With Millennials and Gen Z poised to become the first majority minority customer base and workforce, 75% of Fortune 1000 companies have diversity initiatives. At the core of all of them, learning and talent development takes a leading role. On this panel, CLOs and Chief Diversity Officers will share their insights on how they are driving to build diverse management teams with training. 
Theo Bowling, Assistant Vice President of Leadership Organizational Consulting and Diversity & Inclusion at LPL Financial

Theo Bowling

Assistant Vice President of Leadership Organizational Consulting and Diversity & Inclusion
LPL Financial

Tivonnia "T.J." Harvey, Chief Learning Officer at Merck

Tivonnia "T.J." Harvey

Chief Learning Officer

Peggy Huck, Vice President, Talent Management at Universal Music Group

Peggy Huck

Vice President, Talent Management
Universal Music Group

4:05 pm - 4:40 pm Proving the Value of Mobile Learning & Development to Your Organization

While CEOs understand that they need to invest in today’s workforce, they expect you to show how it impacts company profitability and sustainability in a very tangible way. In this case study, Bill will discuss how he leveraged existing technology to roll out a pilot mobile-training program, in order to gain buy-in to upgrade to a Learning Experience Platform. In this session you will gain
a greater understanding of:understanding of:
  • How to define the benchmarks that matter most to your stakeholders 
  • Find the right employee motivators by using metrics that matter to them 
  • Ensure enterprise learning aligns with leadership goals
Bill Mills, Head of Digital Learning Experience Design at Thomson Reuters

Bill Mills

Head of Digital Learning Experience Design
Thomson Reuters

4:40 pm - 4:55 pm Networking Break

4:55 pm - 5:25 pm Business Meeting

5:25 pm - 5:55 pm Business Meeting

6:00 pm - 6:15 pm Leadership Efficiency and Effectiveness – The Problem is You

Leaders wonder why they have so little time to lead and manage their teams. It’s also a mystery why they don’t get the results they want or expect. The root of the problem is YOU – the leader. You’re not spending your limited time and energy effectively. If you want the leaders in your organization to lead more efficiently and effectively, it’s time to take a different approach to how they invest in their people.

6:15 pm - 6:45 pm Get in the Game! How Friendly Competition Increases Knowledge Retention

Gamification allows employees the opportunity to play short games, usually on a digital platform, incorporated into daily training, allowing employees to compete with their peers and earn points used to redeem rewards they value. When done correctly, gamification is a critical element of creating multiple opportunities to gain knowledge and change employee behavior. In this session we will cover: 

  • Finding the balance between employee experience and company value
  • Best practices on timing
  • Determining the rewards that matter

6:45 pm - 6:50 pm Chairperson's Closing Remarks

7:00 pm - 7:30 pm Opening Reception & Dinner

Attendees have time to connect with one another and enjoy lively conversation over a delicious meal. Reception begins at 7:00 PM, with dinner served at 7:30 PM