Fostering a Culture of Innovation, Accountability, 
and Lifelong Learning

May 06 - 08, 2020 | Atlanta, GA

Thursday, May 9th, 2019

6:10 am - 6:55 am Morning Walk - Meet in Lobby

7:30 am - 8:00 am Breakfast

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

8:05 am - 8:35 am Transforming Pitney Bowes Learning & Development Organization

Kirk Santos - VP, Global Head of Learning, Leadership & Organizational Development, Pitney Bowes
Pitney Bowes is in the midst of dramatic transformation from a B2B hardware-based mail equipment business to a B2B and B2C cloud-based Commerce business. While Pitney Bowes kept a focus on what they do best: global postage metering, they created their own Commerce Cloud, and leveraged experience in shipping to help other companies more efficiently ship, communicate, and pay. Part of this transformation included creating a completely new business unit to help online giants like eBay determine where an international package can be shipped, and how much duty will be charged.
Notably, the journey also required dramatic transformation of learning and development from being an inwardly focused “order taker” to truly running learning and development as a business. This pivot required major changes:
·         Establishing a new relationship approach where stakeholder relationship managers translate business strategy into impactful learning outcomes;
·         Implementing an outsourcing partnership with NIIT to both accelerate results and flex to accommodate the fast-moving pace of the transformation; and
·         Shifting into high gear execution
During this session, Kirk will share how he’s managed this complex transformation, share best practice learnings and answer your questions. 

Kirk Santos

VP, Global Head of Learning, Leadership & Organizational Development
Pitney Bowes

8:35 am - 9:05 am Never Stop Learning

If your executives think they know everything, they’ve got a lot to learn. These days, doing a good job — and advancing in a career —isn’t about mastering a predetermined set of skills and knowledge. By the time an executive has checked that box, the necessary skills will have changed and the required knowledge has evolved in ways they couldn’t have imagined. Unfortunately, when it comes to learning, executives can be their own worst enemies. They fall back on the tried and true, and expect change to simply happen. When it doesn’t, it’s disappointing for them — and frustrating, time-consuming, and costly for your organization. 
To help them keep up and get ahead, you have to show them how to embrace change: building new skills, letting go of old assumptions, and mastering the art of lifelong learning. This session will explain in clear terms the mindset that’s essential for survival in today’s business environment and offer practical tools you can use to help employees reframe priorities and understand the powerful influence of human nature on performance. 

9:05 am - 9:25 am Networking Break

9:25 am - 9:55 am Business Meeting

9:55 am - 10:25 am Business Meeting

10:25 am - 10:55 am Learning at the Edge

Jennifer Dudeck - VP, Global Learning & Development, Cisco
As an organization, Cisco is investing heavily in driving strength-based careers for all employees. When we think about how to build a career on strengths, we know that we need to put our strengths to work through constant growth, continuous learning and curiosity in the future. To do this, Cisco is committed to setting up the learning environment employees need while providing them with the platforms, tools, and resources that allow them to learn what they want, when they want. This requires a shift in their business. During this session, attendees will :  
•Learn how to move from a focus on formal training, to a multi-faceted culture of learning centered on curiosity, empowerment, and active participation
•Hear about a new learning platform which will connect learning across Cisco and offer a consistent experience for employees globally
•Discuss the Cisco strategy, implementation and enablement of next gen learning technologies 


Jennifer Dudeck

VP, Global Learning & Development


11:00 am - 11:45 am Adaptive Learning vs. Rapid Development
On one end of the eLearning development spectrum is rapid development - producing and publishing courses as quickly as possible. On the other side of the pendulum is the very heavy, time-intensive development called adaptive learning. One is simple and easy to get online the other is difficult and time intensive. One is quick for the learner one is quick for the developer. One creates significant performance enhancements the other is typically not measured with performance enhancement in mind. During this Master Class attendees will determine:
·         Which is right for you?
·         When should you spend the time and money to produce a more engaging experience and when should you develop as quickly as possible?
·         What are the benefits for your organization in each? 


11:00 am - 11:45 am A Blueprint for Successful Technology Adoption: Planning & Designing a Technology Training Plan
Jennifer Parker - Director, Learning & Development, Lennar Corporation
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?

Jennifer Parker

Director, Learning & Development
Lennar Corporation

11:45 am - 12:45 pm Lunch

12:45 pm - 1:35 pm Practitioner Roundtables

Earlier in the Exchange, we collected your insights and challenges using the Thoughtexchange social learning tool. 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 Elevate: Advanced Strategic Thinking for Senior Leaders

Are the majority of your leaders tactical or strategic? Research shows that the number one cause of business failure is bad strategy. And with only 23 percent of executives rated strong at strategic thinking, having highly strategic leaders is critical to future success. Great strategies don’t magically emerge from PowerPoint slide decks or Excel spreadsheets—they come from executives who can think strategically. During this session, attendees will learn how to:
·         Use the 3A Strategic Thinking Framework to transform the organization from tactical and reactive to strategic and proactive
·         Create a common language and understanding of strategy across the organization.
·         Make strategic trade-offs to focus on a few key priorities.
·         Develop a one-page visual strategic framework to communicate the essence of your business to colleagues and the CEO

2:10 pm - 2:25 pm Networking Break

2:25 pm - 2:55 pm Business Meeting

2:55 pm - 3:25 pm Business Meeting

3:25 pm - 3:55 pm Business Meeting

Master Class

4:00 pm - 4:45 pm Empowering the Digital Workforce by 'Learning by Doing'
When it comes to training users on enterprise applications, learning by doing works best. While the digital age workforce is eager to learn, they complain about not having enough time for training. Digital adoption platforms transform training by providing personalized digital guidance in-app, right at the moment of need. Learn how you can take your training to your employees and empower them to use software applications effectively and drive creativity and innovation for your company. 

Master Class

4:00 pm - 4:45 pm Is Your Learning Agile?
What actions are companies taking to move toward a future of adaptive, data-driven learning? In this session, we’ll look at immediately actionable steps that enterprises are making to connect learning to business performance and drive improvement all the way down to the employee level.
·         Discuss key data points needed to drive performance
·         Move toward rapid-response content deployment
·         Receive concrete actions to improve learning performance

In a widely publicized initiative a few years ago, eBay embarked on a journey to bring more women into its top ranks. Senior executives at the firm discovered the investment yielded substantial bottom-line and cultural benefits. Despite these findings there are still far too few women gaining entry into the C-suite. It appears a contributing factor to this reality is that women are not receiving enough opportunities to gain the key work experiences viewed as necessary to gain entry into the C-suite. During this panel discussion attendees will : 
•Learn about the unique cultures from some of the world’s most innovative companies
•Hear how they are pushing the boundaries on advancing female leadership


Twanya Hood Hill

Head of Design & Development


Gail Kelman

Head of Learning & Career Development
Guardian Life


Kathy Patton

Executive Director, Human Resources

5:25 pm - 5:55 pm From Volume to Value: Using Metrics & Analytics to Show the Impact of Leadership Development on Business Outcomes

Trevor Walker - VP, HR, Organizational Development & Learning, Ascension
For decades, learning and development professionals have been asked by business leaders to “show me the money” on the return on investment of leadership development programs.  This request has been addressed in many ways over the years to varying degrees of success.  However, learning professionals have been challenged in balancing the need for data to use for continuous improvement while simultaneously demonstrating how learning contributes to organizational success.  Traditionally, rigorous measurement of the business impact and ROI of leadership development efforts have been time-consuming and often viewed as too little too late to be useful to business leaders.During this session, attendees will learn how to:
•Use a perception-based evaluation process as a predictive tool for determining the effectiveness and impact of key leadership development programs on business outcomes,
•Correlate “soft” metrics to actual hard outcome data, including ways in which this information can be used to recalibrate the soft metrics for increased predictive capability, and
•Leverage insights provided by this learning metrics and analytics approach for continually improving learning & development offerings and for making better business decisions.


Trevor Walker

VP, HR, Organizational Development & Learning

5:55 pm - 6:35 pm Roundtable Discussions: Choose Your Topic

Amir Bar - Global Advisor - Knowledge & Process Analytics, Halliburton
The Science of Presence: Improving Emotional Intelligence Through Virtual Reality
With Mursion, it’s now possible to deliver intelligent soft skills training at scale. Powered by a blend of artificial intelligence and live human interaction, Mursion’s immersive VR training has become the ideal way to gain essential skills in the workplace. By using trained professionals who orchestrate the interactions between learners and avatar-based characters, Mursion simulations achieve the realism needed to deliver measurable, high-impact results. Drawing upon research in domains such as learning science, artificial intelligence, and psychology, Mursion harnesses the best in technology and human interaction to deliver outcomes for both learners and organizations. Together, we will explore: the science of presence at work in VR; how immersive simulations engage the auditory, visual, and kinesthetic
learning and how organizations are leveraging VR in areas like leadership development, customer service, and sales enablement.
Brentt Brown, Director of Business Strategy, Mursion & Doug MacKay, Director of Business Development, Mursion

xAPI with Video at Halliburton, From Past to the Future-A Case Study
In this session we will provide an overview on shifting from SCORM to xAPI, highlight some of the latest video platform innovations, and discuss how it affects the corporate learning landscape. Halliburton will share a use case on how they leverage xAPI to innovate around automated competencies mapping and contextual learning. Finally, we will have an interactive brainstorming session and ideas sharing on how xAPI can improve learning efficiency.
Amir Bar, Global Advisor – Knowledge & Processes Analytics, Halliburton
Jeffrey Newman, Director of Enterprise Sales, Kaltura


Amir Bar

Global Advisor - Knowledge & Process Analytics

6:35 pm - 8:05 pm Cocktail Reception & Dinner