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

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, 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

8:35 am - 9:05 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

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 - Bridging the Gap: Effectively Communicating the Value of Learning to Business Partners


11:00 am - 11:45 am MasterClass
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, America’s leading Home builder, 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

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

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 panel 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

Adam Girard, Assistant Vice President, Enterprise L&D, Learning Technology & Analytics at MetLife

Adam Girard

Assistant Vice President, Enterprise L&D, Learning Technology & Analytics

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 In-the-Moment and Engaging Training
Traditional training programs alone are not enough to improve employee performance. Interactive on-the-job eLearning solution augments your training by helping employees in learning while doing, within the business application. In this masterclass we will cover:

  • Accelerate Learning with On-Demand Training
  • How to Streamline LMS Integration
  • Make Employee Training Effortless

Master Class

4:10 pm - 4:55 pm Mobile Learning: How Small Screens Can Lead to Big Results
If you’re already using mLearning at your company, you probably know that mobile learning isn’t just about taking existing training, making it responsive, and shoving it into a cell phone. To be ready for this new wave, you’ll have to change the way you design training as well. And while that may sound intimidating to some, the principles of training won’t change — just the design and delivery.

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

In recent years, the #MeToo movement brought to light negative workplace behavior that seems to have gone unchecked for years, even with mandated sexual harassment training. Many companies are reviewing training and incident reporting so as to better protect employees and customers. In this session you will hear how one company is addressing this through both on-boarding and continuous training, to shift behaviors and drive cultural change within their organization.

Marianne Malizia, Senior Director, Corporate Learning And Development at XPO Logistics

Marianne Malizia

Senior Director, Corporate Learning And Development
XPO Logistics

5:30 pm - 6:00 pm 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, based on her experience during the Medtronic acquisition of Covidien, doubling the size of the organization, and in her new role as she helms the growth of Anthem This session will discuss the journey and steps taken to enable a successful transformation.
Cheryl Doggett, Vice President & Chief Talent Officer at Anthem Inc.

Cheryl Doggett

Vice President & Chief Talent Officer
Anthem Inc.

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.