May 08 - 10, 2019
The Whitley, a Luxury Collection Hotel, Atlanta, GA

Thursday, May 9th, 2019

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 - 8:45 am Ignite: How Learning Can Be Used as a Lever to Foster Inclusion & Belonging

When we think about helping our people learn new things and behave in new ways, a topic that is top of mind is how to foster a diverse, inclusive environment, knowing that diverse teams achieve more than non-diverse teams. This ignite will focus on the specific strategies and tactics that can help L&D organizations foster inclusion and belonging.

8:45 am - 9:15 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. 

9:20 am - 9:50 am Business Meeting

9:50 am - 10:20 am Business Meeting

10:20 am - 10:35 am Networking Break

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, Leader & Talent Development

11:05 am - 11:15 am Ignite: Ethical Interpretation of Assessments & Data


11:20 am - 12:05 pm The Virtual Reality Revolution: Accelerating Skill Acquisition at Low Cost
The exciting future of virtual reality is here.  As L&D leaders, we have tremendous opportunity to leverage the mélange of AR, VR, AI, ML, IV and chatbots. This digital reality is creating natural and intuitive ways to improve employee performance. During this MasterClass, attendees will review the mix of solutions, hear how they complement each other and recognize where and how to get started. 
•Receive a primer on the various immersive technologies, learn how they differ (and complement) each other and recognize the best fit for your employees
•Discuss L&D use cases for these immersive technologies 
•Gain best practices for getting buy-in from senior leaders
•Learn what types of business and learning challenges can be solved by VR solutions
•Hear what’s next on the horizon for AI powered L&D 


11:20 am - 12:05 pm Driving 10X Organizational Performance Using Mentoring & 'Reverse Mentoring"

12:05 pm - 1:00 pm Lunch

1:00 pm - 2:00 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.  


2:05 pm - 2:50 pm The Art of Getting it Done: Making the Digital Transformation with Training
Businesses like yours are making major digital transformations every day. When it’s your turn, how will you execute? Will your learners be ready? Do you have a plan? Will it work?  It’s easy to get overwhelmed by so many options and obstacles when it’s time to make a major change in your business, but how do you actually get it done?
We’ll explore real-world examples from our 20 years of experience to answer questions like:
• How do you get everyone from leadership to learners onboard?
• How do you do more with less? 
• Where do organizations fail?
• What factors are crucial for success?


2:05 pm - 2:50 pm Using Design Thinking to Stand Out From & Outperform Competition
How can you make your learning objects the source your audience chooses to rely on, return to and recommend? When you begin to view your instructional objects as products and learners as consumers, you find synergy with the discipline of product design by developing empathy, studying the user experience and a focusing on continual product release and refresh, many of which are often neglected in instructional design. During this interactive discussion attendees will learn how to adopt a design thinking approach to stand out from and outperform competition. 
•Explore the value of empathetic design in modern instructional design
•Refocus design on the learner and the behavior change instead of the content 
•Shift away from delivery of content to delivering a true learner experience
•Receive tools and templates you can take with you to immediately put design thinking to practice in your organization

2:55 pm - 3:25 pm Business Meeting

3:25 pm - 3:55 pm Business Meeting

3:55 pm - 4:25 pm Business Meeting

4:25 pm - 4:40 pm Networking Break

Master Class

4:40 pm - 5:25 pm 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? 

Master Class

4:40 pm - 5:25 pm Reinvent & Disrupt: Retraining & Reskilling Workers to Augment Organizational Growth
Macro changes occurring across all industries are impacting the required shape and size of the workforce of the future. At the same time, CEOs consistently place talent shortages at the top of the list when asked about their biggest barriers to transformation and implementation of digital technology. While humans and machines can elevate each other’s abilities, soft skills will be the future differentiators. During this Master Class, attendees will:
·         Learn  about the skills needed to thrive in the Fourth Industrial Revolution
·         Transform go-to-market learning strategies while balancing the human connection in a digital world

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

5:30 pm - 6:00 pm A Changing L&D at Breakneck Speed

Catherine Konnik - Global Director, Learning & Development, Subway
Subway has undergone a massive transformation in a very short period of time. In L&D, this includes the standing up of a new LMS to deliver enhanced curriculum and developing a governance structure to manage demand against capacity.  During this session, attendees will learn how to revitalize L&D at the speed of business.  
•Utilize governance to align to key business priorities 
•Move from a training culture to a continuous learning culture  
•Upskill key functions within the system to enable the business transformation 


Catherine Konnik

Global Director, Learning & Development

6:00 pm - 6:30 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

6:30 pm - 7:10 pm Roundtable Discussions: Choose Your Topic

A: Spending is on The Rise!  How to Manage the Maze of Tech Options & Prioritize  Investments
The L&D landscape is radically changing, learning is centered, access to content is unlimited, and the amount of enabling technology seems endless. How do we ensure that we’re being good stewards with our organizational dollars? What investments are yielding the greatest ROI and where is the greatest room for improvement? This discussion will highlight the areas of increased spend, the anticipated outcomes and how having the right learning and performance team members will bring along the greatest ROI. Further discussion will be had on the top L&D tech trends of 2020, low tech options for advancing digital L&D efforts and how to prepare our strategy and technology roadmap accordingly.
B: 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
C: The Pendulum of Corporate Training: How to Sustain a Culture of Continuous Learning 
Ask a handful of learning practitioners what their top challenges are, and most will say, “Building a Learning Culture Within a Company!” And each will have a differing opinion about just what a “learning culture” looks like. However, at its root, a learning culture has little to do with training programs offered, or the mix of virtual classroom and live instruction. Today, building a learning culture means supporting the learning embedded in each moment, about establishing the intention to learn in every interaction, every relationship and every chance to lead. This discussion will suggest a way into building a learning culture that starts from inside how we each learn and work.
D: Video Training of the Future: Key Video Innovations That Will Change The Way You Approach Training
Video training has been one of the leading ways savvy CLOs stretch their budget and scale up training programs. But we’ve come a long way from the early days. Today’s video training can be more interactive, engaging, personalized, and accountable than you realize. See how real companies are innovating and learn how to; go beyond pre-packaged content by easily creating your own custom videos, integrate video as a native component into your existing platforms, create interactive video assessments and build a globalized training strategy that easily adapts across language and cultural barriers.
Adit Moskovitch, VP, Enterprise Sales, Kaltura
E: Policy Management in a Digital World
As we look at a shift to mobile and user experience (UX), especially in high regulated industries, how can learning leaders leverage current policies and influence changes to these policies? A new learning environment requires increased flexibility, access to information, integration capabilities, and more. To accelerate a shift to digital learning, we must ensure our organizational cultures and policies are also equipped to deliver on this change. 
F: Show Me the Value:  How L&D Can Leverage AI and Data Analytics to Best  Meet Learner Needs
The potential impact of AI on learning and development is enormous. Not only in technical and product training, but overall soft skills, which are essential for the future. During this roundtable, attendees will learn how AI can support L&D by sharpening skills, predicting learner behavior and tailoring content at the individual level. This all leads to greater engagement, retention of information and bottom line impact.   

G: Mastering the Art of Curation
The ever-growing need for continuous learning has resulted in an explosive amount of online content. While choice is nice, this presents enormous challenges for L&D teams who must ensure the content they deliver is relevant, personalized, highly engaging and accurate! With workplace skills evolving so quickly, how do we keep up? During this roundtable, attendees will:  learn how to identify and curate content like a pro; recognize how to use content curation along with social, gamification, and personalized approaches. empower your teams to generate and curate content and learn how data analytics can help direct your curation efforts. 

7:10 pm - 9:10 pm Cocktail Reception & Dinner