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 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

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 Brainweave
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.

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, AVP of Leadership Organizational Consulting and Diversity & Inclusion at LPL Financial

Theo Bowling

AVP 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 Learning & Development to Your Organization

One of the biggest challenges we face is showing the value of learning and development enterprise wide. 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. Managers must see the value in encouraging and providing the time investment needed for training, and employees need to see a benefit to taking the time out of their already overloaded schedule. 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

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