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

Join Conference Director Beth Weinstein as she kicks off the Chief Learning Officer Exchange!

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


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

Michelle Eppler Ed.D, Associate Vice President at Bellevue University Human Capital Lab

Michelle Eppler Ed.D

Associate Vice President
Bellevue University Human Capital Lab

9:20 am - 9:50 am Leveraging Technology to Drive the Learning Experience

Millennials and Gen Z enter the workforce as digital natives in a time of rapidly advancing automation and digital technology, forcing a shift in the way we deliver training. And as Gen Xers have become more comfortable consuming content on web and mobile platforms, they have come to appreciate the ability to fit training into their busy schedules. CEOs have realized this and are providing CLOs with the resources needed to upgrade to more interactive learning experience platforms (LXPs), but what does that mean?

In this session you will take a hard look at what it takes to create an impactful digital learning program:
•Shifting from an LMS to LXP mindset
•Curating the right content using AI
•Creating a microlearning content strategy

Dr. Christopher Berg, Head of Global Learning Design, Enterprise Learning at ADP

Dr. Christopher Berg

Head of Global Learning Design, Enterprise Learning

Join in a discussion between two learning leaders, including Deb Betsch of Goodwill International, and Adele Cook of the Arizona Department of Economic Security, as they talk about the challenges and successes that come along as they lead by influence, curating and developing content training that is broad enough to apply to all within the organization, but nimble enough to allow for localization in a way that is meaningful, actionable, timely and relevant and timely content, followed by an opportunity for in-depth Q&A. In this discussion, we will examine:

  • How to manage multiple touchpoints (SharePoint, Intranet, multiple LMS systems, etc.) to deliver content that matters
  • How to create metrics that can be applied across organizations to create benchmarks that create mission and brand alignment
  • How to leverage of scale while keeping front of mind, of what matters to the individual divisions
Deb Betsch, Vice President, Leadership & Learning at Goodwill Industries International, Inc.

Deb Betsch

Vice President, Leadership & Learning
Goodwill Industries International, Inc.

Adele Cook, Chief Learning Officer at Arizona Department of Economic Security

Adele Cook

Chief Learning Officer
Arizona Department of Economic Security


10:30 am - 11:15 am Building Your Ideal Workforce – Skill Training for Technology Focused Employees
This is an in-depth session led by Whatfix, providing a unique view on tools available to provide agile, adaptable training that resonates with your learners.


10:30 am - 11:15 am The Future of Learning Is Experiential: Tomorrow’s Leaders Demand More than PowerPoint
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

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

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

Kristan Davis, Director, Digital Education & Learning Technology at Thomas Jefferson University Health

Kristan Davis

Director, Digital Education & Learning Technology
Thomas Jefferson University Health

Jocelyn Chan, Director, Learning & Development at Chipotle Mexican Grill

Jocelyn Chan

Director, Learning & Development
Chipotle Mexican Grill

These short meetings are an opportunity to quickly benchmark your current solutions and explore new products and processes, with pre-selected solution providers. 

2:30 pm - 3:00 pm One-to-One Meetings

3:00 pm - 3:30 pm One-to-One Meetings

These short meetings are an opportunity to quickly benchmark your current solutions and explore new products and processes, with pre-selected solution providers. 

3:30 pm - 4:00 pm One-to-One Meetings

4:00 pm - 4:15 pm Networking Break



4:15 pm - 5:00 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; starts with understanding how today workforce is really learning and growing. 

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

Sarah Danzl, Director of PR & Communications at Degreed

Sarah Danzl

Director of PR & Communications


4:15 pm - 5:00 pm The Importance of Purpose
Join BetterUp as they lead the group in roundtable sessions that take a fresh look enterprise-wide challenges L&D faces as they drive transformation. 

5:05 pm - 5:35 pm Proving the Value of Mobile Learning & Development to Your Organization

While CEOs understand the need to invest in their workforce technology, 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:
•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

5:35 pm - 5:50 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

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:

Round Table Discussions

5:50 pm - 6:50 pm How to Foster a Culture of Inclusive and Effective Communication

Lingo Live

5:50 pm - 6:50 pm The Adaptive Learning Experience

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

5:50 pm - 6:50 pm Help! My Boss is a Narcissist: Whole Brain Leadership and Why it Matters

The Trium Group

5:50 pm - 6:50 pm HR's Learning & Organizational Development

6:50 pm - 6:55 pm Chairperson's Closing Remarks

Michelle Eppler Ed.D, Associate Vice President at Bellevue University Human Capital Lab

Michelle Eppler Ed.D

Associate Vice President
Bellevue University Human Capital Lab

6:55 pm - 7:25 pm Opening Reception

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

7:25 pm - 8:55 pm Dinner