Corporate Learning Week

March 23 - 26, 2020 | The Lakeway Resort & Spa, Austin, TX

Main Conference Day One: Wednesday, 25 March 2020

7:30 am - 8:10 am Registration and Coffee

Grab a cup of joe and then head on over to our Challenge Board located near the registration desk. Write down your greatest challenge which will be addressed later that day during our Challenge-Based Lunch.

8:10 am - 8:20 am Chairperson's Opening Remarks

8:20 am - 8:30 am Short Burst of Mindfulness – Build Awareness

JACQUELYN FLETCHER JOHNSON - Founder & CEO, Heartwood Healing
Awareness is the gateway to reducing stress, boosting resilience and increasing joy at work and in life. Participants will engage in a playful mindfulness experience to help them relax, connect and ready themselves for the days ahead. Attendees will be given a mindfulness challenge to attempt throughout the entire conference.



Founder & CEO
Heartwood Healing

Today’s L&D organization faces unprecedented challenges & opportunities. Scarcer economic resources, new business demands related to competing on analytics & successfully applying advancing technology are driving L&D to rethink its role & how to add maximum value.

As responsibilities evolve, so too must the L&D organization itself. New demands require profoundly different ways of operating: new organizational structures, processes, management systems & jobs.

“Spend a few hours” with Jim Champy, Chairman Emeritus of Consulting at Dell Services; Former Chairman of Consulting at Perot Systems; and author of Reengineering the Corporation–a 2 million copy best-seller.

His views on making knowledge work & knowledge workers more productive have tutored not just companies but government agencies & nations. Get eyeopening advice on how L&D organizations can meet these new demands. You owe it to yourself, your organization & your career to learn what must be done to avoid embarrassing non-results.

Get straightforward insights on:
  • THE CHALLENGE AHEAD: What L&D actions must be taken today to prepare your organization for the power of disruption & groundbreaking new technologies?
  • THE EXECUTIVE BENCH: Why the ultimate measure of L&D’s success is the depth of the organization’s executive bench–and why many L&D organizations fail in building leadership at the top.
  • STRATEGY EXECUTION CAPABILITIES: How does L&D effectively identify, disseminate & convert the organization’s strategy into company-wide strategysupportive training?
  • RETHINKING ORGANIZATIONAL DESIGN: The current structure of many organizations inhibits the changes needed to address the challenges ahead & requires input of L&D in helping align the firm’s organizational structure with its strategy.
  • DESIGNING CAREER PRODUCTS FOR ATTRACTING & KEEPING NEW WORKFORCE ENTRIES: Today’s career professionals want opportunity, challenge & growth–demanding organizations build continuous learning into the job and into the organization to deliver on what’s promised.


American Business Consultant, Chairman Emeritus of Consulting, Former Chairman of Consulting, Former Chairman and CEO
Theorist and Author, Dell Services, Perot Systems, CSC Index

9:15 am - 10:00 am POWER PANEL: Redefining the Role of the CLO in the Face of a Rapidly-Arriving and Disruptive Future

MICHAEL DORSEY - Chief Learning Officer, Maryland Department of Human Services
ARMANDO LOURENZO - South Latam and Brazil Learning Director, Ernst & Young
This panel will focus on the practical challenges and pain points facing Chief Learning Officers in the changing world of work:
  • Leading a multi-generational workforce
  • Driving innovation and a culture of continuous improvement
  • Getting your team ready for digital disruption and the future of work
  • Upskilling your company and building capabilities to deliver greater value


Chief Learning Officer
Maryland Department of Human Services



South Latam and Brazil Learning Director
Ernst & Young

10:00 am - 10:45 am Running Training Like a Business: Prove your Value

Dr. DAVID A. (DAVE) RUDE CPLP, Ed.D. - Chief Learning Officer, National Nuclear Security Administration
Executives tell us they believe in the value of learning and prove it by investing in training and development. They believe committed and capable employees drive the results that shareholders demand. But they’re not convinced that their training and development organizations are showing results. How can you run training like a business by showing tangible return on investment? Come up with metrics that flow to the bottom-line such as: improved customer retention, more revenue, higher close rates and competitive wins.



Chief Learning Officer
National Nuclear Security Administration

10:45 am - 11:00 am Speed Networking Exercise

Don’t miss the chance to participate in our fun speed networking event where you will have the chance to meet some new people!

11:00 am - 11:30 am Morning Break

Don’t forget to submit your greatest challenge on the CLW Challenge Board!
Meet and Greet with Ken Taylor, President of Training Industry. Get your signed copy of the executive brief written exclusively for CLW.

11:30 am - 12:00 pm What Does Brain Science Tell Us About Today’s Learner?

Brain science has taken over the learning, training and development scene, but it is hard to keep track of what is real and what is not. What we do know is that humans don’t retain learning for very long, real-world experiences help with retention and learning that is personalized is likely to benefit learners in the long-run.

In this session, participants will:
  • Explore how to use today’s latest brain science in the development of training strategies to create more powerful and long-lasting learning
  • Participate in a brain game to develop learning retention

12:00 pm - 12:30 pm Prepare for the Future of Work: Get your Entire Company Ready for Change

GINA JENEROUX - Chief Learning Officer, BMO (Bank of Montreal)
Bank of Montreal (BMO) is the 8th largest financial institution in North America operating in 27 countries. Find out how the company is engaged with upskilling and reskilling 46,000 employees across 29 countries to meet future needs, develop career goals and exceed evolving customer needs. In this session, you’ll learn how to:

  • Identify the needs of employees’ jobs, careers and passion
  • Compete with changing jobs and changing technology
  • Build skills around data visualization, AI, cybersecurity, digitech, workplace tools and human-centered design
  • Apply a targeted curriculum to three lenses: employees, experts and leaders


Chief Learning Officer
BMO (Bank of Montreal)

12:30 pm - 1:30 pm Challenge-Based Networking Lunch

The CLW team will analyze and score results of the challenge board and will break the lunch tables down by the top-ranked challenges. The tables will have signs indicating what problems will be discussed. You and your lunch buddies will brainstorm ideas and come up with solutions to address these challenges.

Interactive Discussion Groups (IDG)

Our Interactive Discussion Groups are broken down by three key themes. You are welcome to select the topics that interest you most and move in and out of the different IDG themes. Select 3 topics.


1:30 pm - 3:00 pm IDG 1: Gain Insights on How You Can Exhibit Increased Executive Presence
EMMANUEL DALAVAI - Adjunct Professor, The University of Dallas
Executive Presence is a leadership construct that is often misunderstood and consequently, it is difficult for leaders to implement course corrections when they hear the words, “You need to work on your executive presence.”

  • What Executive Presence truly represents from the only statistically-validated model of EP on the market
  • How you can exhibit Executive Presence more consistently to boost follower engagement, performance and your own likeability factor
  • Using Executive Presence as a ‘force multiplier’ to reach more followers


Adjunct Professor
The University of Dallas


1:30 pm - 3:00 pm IDG 2: Gain Insight into the Performance of your Learning Program
MARK C. LEWIS - Training Supervisor Transportation and Rail, Marathon Petroleum
Hear about learning program analytics to help you answer questions about learning’s strategic impact on the business, such as:

  • Do learners behave differently after completing training?
  • Has organizational performance improved because of learning?
  • Has this method of learning saved the company money?


Training Supervisor Transportation and Rail
Marathon Petroleum


1:30 pm - 3:00 pm IDG 3: Human Capital Disclosure is Coming: Will You Be Ready?
DAVE VANCE - Executive Director, Center for Talent Reporting
The SEC is about to mandate human capital disclosure and ISO just published its first Human Capital Reporting standards.

  • What measures are recommended and what data should you be collecting now?
  • What are the implications for L&D measurement and reporting?
  • What impact will these two initiatives have on your hiring, retention, and employee engagement?


Executive Director
Center for Talent Reporting


1:30 pm - 3:00 pm IDG 4: Developing an Enterprise-Wide Retention Strategy
With turnover being one of the biggest ticket items for the enterprise:

  • What are the biggest challenges you face when retaining talent?
  • What L&D systems are being put in place to fight turnover?
  • What opportunities are there to increase retention?
  • How does the skills gap within an organization inform the work that is happening in L&D?


1:30 pm - 3:00 pm IDG 5: Upskilling: Is Your Talent Ready for Digital?
With the evolution of the digital marketplace:

  • What are the differences between skilling up front line managers, middle managers and senior leadership?
  • What hurdles are you experiencing when readying the workforce digitally?
  • What programs are essential in skilling-up the workforce digitally?


1:30 pm - 3:00 pm IDG 6: Meeting Learners Where They Are: Continuous Adaptive Model
CATHERINE CURTIS - Director Global Technical Learning, Microsoft
  • Creating a personalized learner journey
  • Gamifying the experience for engagement
  • Integrating learning with business metrics


Director Global Technical Learning


1:30 pm - 3:00 pm IDG 7: Reinventing the Classroom/Action Learning
TIMOTHY B. VANDERLAAN - Manager, Spectrum Health University,, Spectrum Health
  • How are you balancing instructor-led, mobile learning and peer learning?
  • How are directives from above for training and development changing?
  • Does traditional learning still provide value to the organization?


Manager, Spectrum Health University,
Spectrum Health


1:30 pm - 3:00 pm IDG 8: Unleashing the Power of Networked Intelligence in Learning
Josh Bersin familiarized the term. Now, it’s time to explore:

  • What is the current state of collaborative learning spaces?
  • What do those spaces look like from a digital and inclusion perspective?
  • What opportunities exist to take collaborative learning to the next level?


1:30 pm - 3:00 pm IDG 9: What Collaboration Looks Like in Today’s Learning Environment
Collaborative learning is most effective because it can establish memory pathways that help learning stick.

  • What does a journey to become more collaborative look like?
  • How do self-study, virtual classrooms, discussions, activities, MOOC, facilitated discussions and cohorts all provide different levels of depth in learning and collaboration?
  • What’s the best way to design a basic strategy to improve collaboration in a digital enhanced corporate learning environment?

3:00 pm - 3:30 pm Afternoon Break and CLW Book Club

KEN TAYLOR - President, Training Industry Inc.
The CLW Book Club will give you the opportunity to discuss key themes and topics around some of the most influential leadership and L&D literature to prepare you for future disruptions in the industry.

State of the Industry and Trends for the Suppliers to Corporate Learning Departments

Training Industry, Inc. proprietary data sources and research provide unique and deep insights on the corporate training marketplace. In this strategic briefing, Ken will share critical guidance on market trends affecting and driven by training supplier companies. A must attend for all sponsors and exhibitors!


Training Industry Inc.

3:30 pm - 4:00 pm Client-Partner Case Study Sessions

These sessions are reserved for practical case studies on how L&D leaders have partnered with solution providers to overcome some of their biggest challenges.

Track A: Strategic: Strategic ITO Planning

4:00 pm - 4:30 pm The Future of Work: Overcoming Labor and Talent Shortages
ALBERT SIU - Corporate Vice President of Learning & Development, Parexel
There is a major push for new investment in training as we are facing a labor shortage and the need for a skills upgrade. Your CEOs want to know ”For all the money spent, how do we know it matters to the success of the organization?” This session will provide you with the tools to address the structuring of an L&D organization including putting metrics in place to monitor progress and measure results.

  • Engage senior leaders at the planning table so that they can drive the priority of training investments
  • Measure and account for how much money and time are actually spent enterprise-wide in learning
  • Engage at the business unit and functional level to make sure the learning function is doing the right things for everyone
  • Highlight the role(s) that must be instituted in order to ensure learning is closely aligned with the businesses
  • Ensure that you can globally scale the learning services so that the learning experiences are high quality and cost effective


Corporate Vice President of Learning & Development

Track A: Strategic: Strategic ITO Planning

4:30 pm - 5:00 pm Communities of Practice: Build a Bridge between Functional Silos
JIM MASON - Director of Learning, ADT
Many organizations are challenged with a decentralized learning team – some sit in business units, some sit in HR, and many individuals are informal learning professionals that support their teams. This often leads to duplication of effort, inconsistency of experience and inefficiency of cost as a result. While we don’t always have control over the organizational chart, we can influence and benefit learning professionals across our enterprise with a community of practice. I’ll talk about how we identified the need, formed our community, and the benefits we’re seeing across ADT in terms of the consistency and quality of the learner experience, succession planning and career pathing, and learning professional development and engagement.



Director of Learning

Track B: Operational: Mastering Learning Analytics

4:00 pm - 4:30 pm Defining and Establishing the ROI of Learning
MATHIVANAN ELANGOVAN - VP and Head-Learning and Development, Sify Technologies Limited
Only 35% of talent professionals evaluate the business impact of their learning programs. Calculating ROI can sometimes be time-consuming and costly, but there are analytics to link learning activities to broader business goals.

In this session, participants will:
  • Examine what environments allow for more effective ROI measurement
  • Evaluate the four stages of evaluation planning, data collection, data analysis and reporting when measuring ROI
  • Dissect how the ADDIE Model – analysis, design, development, implementation and evaluation – is being used to determine ROI and how the model has or needs to evolve


VP and Head-Learning and Development
Sify Technologies Limited

Track B: Operational: Mastering Learning Analytics

4:30 pm - 5:00 pm Managing Human Capital: Developing Talent to Remain Competitive
COREY REWIS - Head of Learning – Consumer Banking, Investments, Small Business and Global Wealth Management, Bank of America
Hear about a broader eco-system approach used at Bank of America to help employees manage their careers end-to-end. The Branded and Integrated Career Experience is designed to develop employees for retention. Learn strategies to retain employees through increased internal mobility.

  • Define external entry points
  • Create dynamic, internal career paths
  • Foster holistic skill development both internally and externally


Head of Learning – Consumer Banking, Investments, Small Business and Global Wealth Management
Bank of America

Track C: Technology: Innovative Tech Use Cases to Empower Learning

4:00 pm - 4:30 pm Gamification: Best Practices in Learning Engagement and Results
MOUMITA DUTTA - Senior Technologist, Yum! Brands (Winner 2019 CLO Learning in Practice Award)
Yum! Brands (parent company of KFC, Pizza Hut and Taco Bell) has created a modern learning experience for its associates across 45,000 locations in 170 countries. Discover how the company uses gamification and badging to engage its learners and create a standout employer brand for talent development.

  • Employ gamification to increase learner engagement and knowledge retention
  • Create a self-driven employee experience that aligns to business priorities
  • Discover valuable insights about your learners
  • Unlock achievement for all your employees


Senior Technologist
Yum! Brands (Winner 2019 CLO Learning in Practice Award)

Track C: Technology: Innovative Tech Use Cases to Empower Learning

4:30 pm - 5:00 pm Simplifying AR: Decision-Making Roadmap for Today and the Future
WALTER DAVIS - Head of Talent and Learning Applications, Aggreko
Augmented Reality is on the rise! It is becoming increasingly evident that behavioral change is moving towards highly immersive formats that endorse consolidated attention and decrease memory demand. This is just one of many reasons why training with AR is expected to become the second sector to attract the most investment over the next two years. But, if training with immersive technologies is rightfully taking its place as a leading trend in the world of talent development, what are the implications of this for current training leaders?

This session will provide easy-tounderstand insights on:
  • The role and future of immersive technologies in the world of behavioral change
  • Why learning with AR is currently a leading trend in Learning and Development
  • Key considerations for Talent & Development Leaders to start investing in AR


Head of Talent and Learning Applications

These sessions will be facilitated by various thought leaders within the L&D space, providing you with the necessary skillsets, leadership and mentalities to cater to your personal and professional development. These 1-hour sessions are purposebuilt to provide practical advice to various levels of seniorities in the L&D function. These sessions will run simultaneously, and delegates will need to pre-register as we have limited availability:

  • CLO levels
  • VP/Director Levels
  • Manager Levels


American Business Consultant, Chairman Emeritus of Consulting, Former Chairman of Consulting, Former Chairman and CEO
Theorist and Author, Dell Services, Perot Systems, CSC Index

Coaching Sessions and Career- Defining Advice

4:30 pm - 5:00 pm Coaching Sessions and Career- Defining Advice
Session continues
While most leadership development programs train skill, many gloss over a critical component: self-management. As research indicates, leaders who have prioritized self-management and mindfulness are not only better equipped to lead, but help boost their organization’s financial performance, among many other tangible results. Focusing on focus, this session will walk you through ways of refining your leadership presence, to in-turn lead thriving teams in today’s knowledge-based economy.

  • Underpin self-management and attention’s role as the most critical 21st century leadership skills
  • Treat Executive Attention Deficit Disorder–untie your internal knots to better communicate, foster innovation and teamwork
  • Minimize distraction triggers-acknowledging and resisting cognitive closure


Founding Director and Associate Professor of Practice; Executive Mind Leadership Institute, Peter F. Drucker and Masatoshi Ito Graduate School of Management
Claremont Graduate University

5:45 pm - 7:00 pm CLW 25th Anniversary Cocktail Reception

Innovation and disruption are the themes of this year’s cocktail reception as we celebrate CLW’s 25th Anniversary. What better way to relax after a day of learning, networking and business meetings.

7:00 pm - 7:00 pm Dinner

Get the chance to meet people with common interests and head off to an evening of fun and great conversation while enjoying a local Austin hangout.