2013 ASTD Charlotte
Day of Learning
December 4, 2013
Program and Schedule
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2013 Charlotte ASTD Day of Learning
Program
Premium Sponsors
Other Sponsors
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2013 Charlotte ASTD Day of Learning
Program
Schedule
8:00 - 8:45
8:45 – 10:00
10:00 – 10:15
10:15 – 11:15
11:15 – 12:45
12:45 - 1:45
1:45 - 2:15
2:15 - 3:15
3:15 - 3:30
3:30 - 4:30
4:30 – 5:15
Registration and Breakfast
Lobby
Session 101
Ballroom
CLO Panel – Chris Payton, Lisa Doyle, Terry Gornet, Mary Beth Wynne
Facilitated by Sherry Barretta
BREAK
Session 201
Session 202
Barnes Theatre
Crescent
Barry Shields
Sarah Clarke
Becoming a Leader in the
Creating Demand: Getting
Learning Organization
Noticed in a Noisy World
Session 301
Carolina
Lunch and Keynote – David Wilkins
Session 401
Session 402
Barnes Theatre
Crescent
Michael Rochelle
Emily Stevens
Trends: Unexpected Findings that Making Talent Development
Could Impact Your Strategies
Global
Session 501
Barnes Theatre
David Wilkins, Michael Rochelle,
Barry Shields
Facilitated by Scott Sutker
Human Capital Panel Discussion
BREAK – Visit The Sponsors!
Session 502
Crescent
Steve Maul
Helping Customers Buy: A New
Look at Sales Training
Session 203
Carolina
Guy Wallace
Performance and Enabler Analysis
Session 403
Carolina
Marcia Jackson
The Ten Minute Trainer: Teaching
a Lot In a Little Time
Session 503
Carolina
Brian Corey
Using Positive Feedback to Create
a Learning Culture
BREAK
Session 601
Carolina
Closing Keynote - Bob Mosher
Networking/Social
Lobby
Session 404
Bridges
Josh Cavalier
Building Interactions with Articulate Storyline
12:45 – 4:30
NOTE: Pre-registered Attendees ONLY!
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2013 Charlotte ASTD Day of Learning
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Site Map
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2013 Charlotte ASTD Day of Learning
Program
Directions to Hood Center
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2013 Charlotte ASTD Day of Learning
Program
HR Certification Institute Recertification Program Information
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It
means that this program has met the HR Certification Institute's criteria to be pre-approved for
recertification credit.
The program number needed for certification will be available on site.
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Table of Contents
Premium Sponsors ........................................................................................................................................ 2
...................................................................................................................................................................... 2
Other Sponsors ............................................................................................................................................. 2
Schedule ....................................................................................................................................................... 3
Site Map ........................................................................................................................................................ 4
Directions to Hood Center ............................................................................................................................. 5
HR Certification Institute Recertification Program Information ..................................................................... 6
Session 101: CLO Panel ............................................................................................................................... 8
Session 201: Becoming a Leader in the Learning Organization................................................................... 9
Barry Shields ............................................................................................................................................. 9
Session 202: Creating Demand: Get Noticed in a Noisy World .................................................................. 10
Sarah Clarke ............................................................................................................................................ 10
Session 203: Performance and Enabler Analysis ....................................................................................... 11
Guy Wallace ............................................................................................................................................ 11
Session 301: Lunch Keynote - Reskilling the Workforce: Driving Strategic Change through Learning ..... 12
David Wilkins ........................................................................................................................................... 12
Session 401: Global Learning Trends: Unexpected Findings that Could Impact Your Strategies ............. 14
Stacey Harris ............................................................................................. Error! Bookmark not defined.
Session 402: Cultural Differences: Making Talent Development Global .................................................... 16
Emily Stevens .......................................................................................................................................... 16
Session 403: The Ten Minute Trainer: Teaching a Lot in a Little Time ...................................................... 17
Marcia Jackson ........................................................................................................................................ 17
Session 404: The Building Interactions with Articulate Storyline ................................................................ 19
Josh Cavalier ........................................................................................................................................... 19
Session 501: Human Capital Panel Discussion .......................................................................................... 21
David Wilkins
Stacey Harris
Jessica Kane ............................................ 21
Session 502: Helping Customers Buy: A New Look at Sales Training ..................................................... 22
Steve Maul ............................................................................................................................................... 22
Session 503: Using the Wisdom of the Workforce to Develop Employees ............................................... 24
Brian Corey .............................................................................................................................................. 24
Session 601: Closing Keynote - Performance Support: Are we Missing a HUGE Opportunity? ............... 25
Bob Mosher ............................................................................................................................................. 25
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2013 Charlotte ASTD Day of Learning
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Session 101: CLO Panel
And
Mary Beth Wynne,
Director, Talent Development
Duke Energy
Chris Payton
Lisa Doyle
Terry Gornet
Bank of America
Lowe’s
TIAA-CREF
Facilitated by Sherry Barretta, CEO VisionCor
Time: 9:00 – 10:00
Room: Carolina
Session Description
Enjoy this fun and interactive panel session with some of Charlotte’s leading Chief Learning Officers.
Learn what keeps them up at night and where they see their organizations going in the future.
Sherry Barretta, CEO of VisionCor, will facilitate the discussion. Come with your questions too!
There’s plenty of time for an in-depth Q&A.
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Session 201: Becoming a Leader in the Learning Organization
Barry Shields
Sr. Manager, Talent Management Online & Mobile Experience, Cisco
Time: 10:15 – 11:15
Room: Barnes Theatre
Session Description
What's it really like to be a Sr. Leader? This session is intended to provide insight on the experience
I had during my journey to a Sr. Leadership role in a central learning organization. I will share what I
learned, what I observed, and my recommendations.
Learning Objectives
In this session you will learn how to:
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Identify techniques you can use to achieve a role as a Sr. Leader.
Determine if becoming a Sr. Leader is truly something you want.
Explain the skills necessary as a Sr. Leader.
Speaker Bio
Bio: Barry is a graduate of Florida State University's Instructional Systems master’s degree program
with over 16 years’ experience working at some of the most successful corporate learning
organizations (NCR, AT&T, Cisco Systems) in the United States.
As a trusted advisor to Cisco's Chief Learning Officer, he led the team that built Cisco's business
architecture strategy for the Learning & Development Solutions Group. This included managing
strategic initiatives, partnering with IT to define system architecture capabilities and gaps, defining
the common business process, and creating a multi-year strategy for the organization. Barry now
leads the online and mobile experience team within Cisco's Talent Management organization.
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Session 202: Creating Demand: Get Noticed in a Noisy World
Sarah Clarke
Managing Director, Intuition Publishing Ltd.
Time: 10:15 – 11:15
Room: Crescent
Session Description
In a world of digital dissonance, how do you get your people to listen up? This session will convey how a
mixed approach achieves the highest results. We will provide an array of attention-grabbing strategies
from online digital commercials to social and mobile learning, blended to demand attention and create
impact.
Learning Objectives
In this session you will learn how:
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Major consumer-driven industries capture their audience attention and create demand.
To drive your internal usage through strategies employed by major consumer-driven
industries.
To interest your audience in the training you offer in order to increase retention.
Speaker Bio
Intuition’s New York based Sarah Clarke is a multimedia, experience design, and business development
specialist who hails from the Emerald Isle! Sarah leads Intuition’s learning solutions and consultancy
service in North America.
Sarah and her team partner with Intuition’s customers to deliver first class training solutions. These highly
tailored programs give clients the ability to educate through effective learning programs blending
eLearning, mLearning and instructor led services. Sarah has worked in the digital learning industry for
over thirteen years and has been with Intuition for eight years. During this time she has developed and
delivered Intuition’s signature programs to Intuition’s top customers. Sarah is PRINCE2 qualified, has a
1st class honors BA in Design for Interactive Media and Masters in Multimedia Systems.
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2013 Charlotte ASTD Day of Learning
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Session 203: Performance and Enabler Analysis
Guy Wallace
President, EPPIC Inc
Time: 10:15 – 11:15
Room: Carolina
Session Description
This session will provide a quick overview and some practice for a proven set of analysis processes, used
several hundred times since 1982 by the presenter. First you will define the various Areas of Performance
(AoP) for a job, complete a Performance Model chart including a Gap Analysis for one AoP, and then you
will systematically derive some of the Enablers for that Performance. We will conclude by discussing the
varied Performance Improvement uses of the data and insights generated.
Learning Objectives
In this session you will learn how to:
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Define Areas of Performance (AoPs) for a job
Identify the Outputs, Measures, and Tasks of an AoP
Conduct a Gap Analysis against an AoP’s ideal or current state
Derive the enablers of Performance
Speaker Bio
Guy W. Wallace CPT, is an award winning performance improvement consultant specializing in the
analysis and architecting of Instruction and Information to support human performance requirements. His
75 clients since 1982 have included over 45 F500 firms plus NASA, NSA, NAVAIR, NAVSEA and non-US
firms including BP, Northern Telcom, Opel, and Siemens. His analysis and architecting projects have cut
across every functional area typical of large enterprises. His work has won awards at AT&T, General
Motors and Siemens Building Technologies.
His consulting specialty since 1982 is Curriculum Architecture Design (CAD) where he has completed 75
efforts producing over 100 Performance Development Paths for mission critical jobs. He has authored
over 12 books, 90 publications and has given over 100 presentations to professional groups. He is a past
board director and past president of ISPI and is a co-founder and past president of ISPI Charlotte. You
may reach him via: guy.wallace@eppic.biz and www.eppic.biz
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2013 Charlotte ASTD Day of Learning
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Session 301: Lunch Keynote - Reskilling the Workforce: Driving Strategic
Change through Learning
David Wilkins
Senior Director, Oracle Sales Academy
Time: 11:30 – 12:30
Room: Carolina
Session Description
The pace of change in business has been accelerating in recent years. New technologies like cloud and
social force companies to rethink old computing paradigms. Retiring boomers force a rethink of
traditional succession plans. Skills shortages and structural unemployment force companies to redesign
strategies for attracting and retaining critical talent. With the need for increasing organizational agility
comes the need to more rapidly reskill or upskill existing talent.
In this session, we’ll talk about the role that learning can plan in driving strategic change to critical talent
processes, notably “hiring for critical roles,” long-term skill development, and short-term identification of
key talent and near-gap fits for new initiatives. Key topics will include capability modeling and the
connection between capability and learning plan design. Along the way, we’ll also touch on social
learning, user-generated content, gaming and reward models.
Learning Objectives
In this session you will learn how to:
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
Explain the key reasons for challenges in hiring for critical roles, including macro-economic
drivers such as structural unemployment.
Explain why capability focus learning strategies are one of the best long-term approaches to
address the inability to successfully hire for critical roles.
Effectively pitch the strategic value of learning in building sustainable critical role pipelines and
the inter-relationship between capability training and career lattice models.
Speaker Bio
David Wilkins has been a thought leader in the social enterprise and human capital industries for more
than 20 years. Through the development of award-winning simulation technology, LMS solutions, and
social collaboration offerings, he has pioneered many innovative approaches to solve common workplace
challenges, such as employee productivity and performance, recruiting and retention, and corporate
communications.
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David is an active speaker at industry conferences and has written articles for CLO Magazine, Training
Magazine, and Talent Management magazine. David has also keynoted or chaired major industry events
including Training and ASTD conferences, and the annual HR Metrics show. David is currently a
principal leader of the Oracle Sales Academy with responsibility for platform infrastructure, authoring
tools, learning and assessment strategy, and reporting.
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Session 401: Global Learning Trends: Unexpected Findings that Could
Impact Your Strategies
Michael Rochelle
Chief Strategy Officer, Brandon Hall Group
Time: 12:45 – 1:45
Room: Barnes Theatre
Session Description
No matter where you sit, globalization, technology, and cultural trends have had a major impact on your
life. Our businesses compete and innovate in a global market. Our governments manage multigenerational talent on a global level. Our children interact with friends around the world through social
networks and online gaming environments. As our world has changed – our approach to learning must
change as well.
Join Stacey as she shares recent and unexpected findings in learning trends and practices across
Europe, Asia, and North America. She’ll hold a lively discussion on how these trends will have an impact
on your learning strategies and business plans.
Key topics include:
 Learning trends on a global scale: data from around the globe
 Understanding the needs of today’s cross-cultural and cross-generational workforce
 Assessing the impact of learning misconceptions on your learning strategies and plans
Learning Objectives
In this session you will be able to:
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Understand the Learning Trends on a Global Scale
Understanding the needs of today’s cross-cultural and cross-generational workforce
Understanding how to Assessing the impact of learning misconceptions on your learning
strategies and plans
Speaker Bio
Stacey Harris oversees Brandon Hall Group’s research strategy and agenda, solution provider relations,
and advisory services. Prior to joining Brandon Hall Group, she was with Bersin & Associates. In her
most recent role as director of HR and talent management research, she launched the company’s HR
practice and led key research initiatives in strategic HR, talent strategy, organization and governance,
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measurement, and total rewards. Stacey also served as director of strategic services for three years and
worked with companies such as McDonald’s, Lockheed Martin, Cisco, and Pfizer on a variety of missioncritical talent initiatives.
Stacey has also held leadership roles at Jo-Ann Stores, MRI International, and Keybank.
Her background includes experience leading enterprise-wide change management initiatives and
technology implementations, business process alignments, and the design and implementation of
integrated organizational effectiveness solutions, including measurement strategies.
Stacey holds M.A.and B.A. degrees from Kent State and Ashland University.
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Session 402: Cultural Differences: Making Talent Development Global
Emily Stevens
Vice President, Citi Learning O&T, Citigroup
Time: 12:45 – 1:45
Room: Crescent
Session Description
While implementing a new talent development program for high-performing, high-potential managers in
Operations & Technology at Citigroup, we made use of many strategies to better adjust our approach to
the diverse needs of regional organizations. Our approach included focusing on cultural differences that
can create friction in work situations, and using them as a basis for teambuilding and communications.
Learning Objectives
In this session, you will learn to:
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Identify five areas of cultural difference which can have the most impact in workforces
Explain the importance of assessment, discussion, and team activities in exploring and respecting
cultural difference
Discuss how to make global programs appropriate to regional and local challenges
Speaker Bio
Emily Stevens has had a career in corporate learning that has spanned traditional learning, talent
development, performance support, and knowledge management. She is a degreed instructional
designer, a Six Sigma Greenbelt and co-author of the book Designing Performance Support Tools.
Emily has worked extensively in financial services, including time in banking, mutual funds, retirement
plan administration, and accounting organizations. Her roles have ranged from internal consultancy to
management.
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Session 403: The Ten Minute Trainer: Teaching a Lot in a Little Time
Marcia Jackson
Training Consultant, The Employers Association
Time: 12:45 – 1:45
Room: Carolina
Session Description
Fine-tune your training skills, add new skills to your trainer’s tool bag, and polish what you are already
doing well. This program will give you the tools to do all that and more! Whether you are a beginning,
intermediate, or advanced trainer, this jam-packed session will encourage you to put these ideas to
immediate use with greater results.
Who said TV is bad for you? The key message is to incorporate change in our training to ensure we keep
our audiences awake and learning. You may be asking, “How do I do that and why would I do that?”
These questions can be answered by experiencing “what TV has taught us about teaching”. Get your
minds thinking, bodies moving, and everyone talking.
Learning Objectives
In this session you will be able to:
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Learn about some quick and easy learning activities you can apply immediately
Explain some of the brain research behind why we must change it up every 10 minutes
Use the “Walk About” activity to wrap up a session
Summarize the brain research and how it can help you ”teach it quick and make it stick.”
Speaker Bio
Marcia L. Jackson has recently joined The Employers Association as Training Consultant. Many of you
may know Marcia from her 19 years as owner of Training Resources. She continues to focus on an
organization’s greatest asset – the people. Marcia helps them enhance working relationships and improve
business performance. She is a certified trainer and facilitator, with special training in the Five Factor
Model of Personality; Accelerated and Adult Learning; and Generational Issues. Organizations invite her
back again and again because she wows them with her energy, excitement, and insights that help solve
their business problems.
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Marcia is responsible for developing, designing and delivering training and consulting solutions that
engage participants and help organizations increase productivity and performance. She is a trusted
advisor and dedicated professional who offers the best solutions and latest information. Marcia conducts
both public classes and customized training programs, which can be tailored and delivered at any
location. Her clients say that she cares about them, she delivers what she promises, and they have fun
working with her.
Marcia has served for many years on the boards of the Charlotte Area Chapter of the American Society
for Training and Development (ASTD), the Charlotte Chapter of the National Association of Women
Business Owners (NAWBO), the National Speakers Association/Carolinas Chapter (NSA), the Jefferson
Park Neighborhood Association Board, and she is a founding member CODNET now OD on the Edge.
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Session 404: The Building Interactions with Articulate Storyline
Josh Cavalier
President, Lodestone
Time: 12:45 – 4:30
Room: Bridges
Session Description
This hands-on seminar will get you up in running with Storyline interactions in no time! We’ll deep dive
into Storyline features that are central for creating engaging interactions including Slide Layers, Triggers,
States and Variables. No prior Storyline experience is necessary.
NOTE: This session is limited to 20 people. All attendees pre-registered for this session. It is not
possible for anyone who did not register to attend.
Learning Objectives
In this session you will learn to:
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

Use Storyline fundamentals and states
Use Slide Layers, Triggers, and Variables
Use Branching, Lightboxes, Player Options and Publishing
Speaker Bio
Josh "Captain Captivate" Cavalier, who founded Lodestone in December 1999, is in charge of
Lodestone’s eLearning consulting services and leads the overall direction and operations of Lodestone’s
eLearning team across the United States.
Cavalier brings extensive eLearning development experience, technology implementation, and vision.
Prior to Lodestone Digital, Cavalier was art director for Handshaw, a leading eLearning services
company. He was one of the key resources leading the effort for streamlining Handshaw’s eLearning
development process, and transition from CD-ROM delivery to the web.
Josh holds a Bachelor's in Fine Arts from Rochester Institute of Technology.
Cavalier is the co-author of the book, Dreamweaver MX Magic, published in 2002. He is a frequent
speaker at eLearning conferences and ASTD meetings.
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He has appeared in People magazine describing his method of historical digital photography. This
method was used with a project for the Charlotte Museum of History to reconstruct the likeness of one of
the city’s founders, Hezekiah Alexander.
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Session 501: Human Capital Panel Discussion
David Wilkins
Michael Rochelle
Barry Shields
Senior Director
Oracle Sales Academy
Chief Strategy Officer
Brandon Hall Group
Senior Manager
Talent Management
Cisco
Facilitated by Scott Sutker
Time: 2:15 – 3:15
Room: Barnes Theatre
Session Description
Join a leading analyst and two of the largest HCM companies for a panel discussion on the learning and
HR landscape. Items that will be discussed:
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
What is hype and what is here to stay?
Where are we going?
What about Big Data, Mobile, Social, and Metrics?
Learning Objectives
In this session you will::
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Hear first-hand from industry leaders where we are and where we are going
Interact with industry experts
Gain insight on industry roadmaps
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Session 502: Helping Customers Buy: A New Look at Sales Training
Steve Maul
Steve Maul, Managing Principal, The Semantics Group
Time: 2:15 – 3:15
Room: Crescent
Session Description
The definitive activity in any business-to-business transaction has always been when the
customer decides to buy something. It is of even greater importance to understand and
leverage that notion in today’s continuing sluggish economy. Businesses remain slow to
invest and your sales force has to align it’s processes, actions and messages to the
customer’s buying process in order to be optimally successful.
In this session, we will illustrate how to map key skills to customer buying behaviors,
explore typical customer’s buying processes and discuss ways to build an effective sales
training program that serves customers and your sales force in a B-2-B environment. With
the goal of creating greater sales effectiveness and revenue generation, participants are
encouraged to bring their own sales training challenges to the session for brainstorming and
problem solving.
Learning Objectives
In this session you will be able to:
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
Articulate and relate the customer buying process to a sales process in a businessto-business environment.
Describe the key skills needed by a sales team in meeting customer needs in the
customer’s buying process.
Identify gaps in a current sales training curriculum and define alternatives to closing
such gaps.
Develop key reinforcement messages necessary to inculcate key concepts and
behaviors on the part of the sales force.
Speaker Bio
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Steve Maul is a principal with The Semantics Group, a consultancy dedicated to optimizing
interactions and results between an organization’s customers and those individuals within
the firm who interact with them.
Whether in sales, professional services, customer support or field-level marketing, the
interactions between your organization and your customer work to either build or destroy
confidence and trust with your customer, having an immeasurable impact on the frequency
and volume of future purchases from that customer.
Steve has authored training curricula and programs for all areas of customer interation in B2-B settings, and has trained thousands of professionals in firms such as SAS, Ultimate
Software, Savvis, Oracle, SAP, Microsoft and many more.
Prior to founding The Semantics Group in 2012, Steve was one of the founding members of
InfoMentis, a worldwide performance improvement company and forged his expertise
through nearly 20 years in a variety of sales, sales support, marketing and strategic alliance
roles with McCormack & Dodge, Dun & Bradstreet Software and Evolutionary Technologies
International.
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Session 503: Using Positive Feedback to Create a Culture of Learning
Brian Corey
Vice President, Corporate Sales, Globoforce
Time: 3:30 – 4:30
Room: Carolina
Session Description:
We all aspire to create a culture in which our employees are constantly growing and striving and learning.
But training and development is only a first step. What happens next is what makes the difference. To
truly integrate development into your company’s DNA, you must find a way to create a continuous
positive feedback loop that extends beyond the classroom and reinforces the training your employees
receive.
In this session Brian Corey from Globoforce will demonstrate how creating a habit of positive feedback
and social recognition can help you to make learning viral and sticky in your organization— inspiring
employees to want to learn, to apply that learning more effectively on the job, and to share their learning
with others in the organization.
Learning Objectives
TBD
Speaker Bio
Brian has more than 25 years of experience in delivering business solutions to companies of all sizes. He
has extensive experience in partnering with companies to successfully design and deploy HRIS software,
and his client list has included Bank of America, GE, IBM, AT&T, Cardinal Health, McDonald's, AFLAC,
Home Depot, Target, UPS, Pfizer and Comcast. Brian holds a Bachelor of Science with honors in
Marketing from Boston College.
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2013 Charlotte ASTD Day of Learning
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Session 601: Closing Keynote - Performance Support: Are we Missing a
HUGE Opportunity?
Bob Mosher
Chief Learning Evangelist, Ontuitive
Time: 3:30 – 4:30
Room: Carolina
Session Description:
Did you know that within the first 48 hours of your employees attending a traditional training or learning
event, their knowledge retention drops to 33 percent? Did you also know that research now shows that
nearly 80 percent of learning in the workplace takes place informally? So why are training departments
still spending the vast majority of their budgets on formal training efforts?
This webinar will address the methodologies behind Performance Support (learning while doing), and
how it is now, more than ever, all around us!
Learning Objectives
After attending this session you will be able to:
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



Define Performance Support
Describe the methodologies and concepts used in Performance Support
Explain what EFFECTIVE Performance Support looks like
Describe the design considerations when integrating Performance Support into an existing
learning approach
Explain how Learning Groups interact with the enterprise when they begin providing Performance
Support solutions
Speaker Bio
Bob Mosher joined Ontuitive in November 2006 as Chief Learning Evangelist with a leading role in
Ontuitive’s international management team.
Bob has been an active and influential leader in the learning and training industry for over 30 years. Bob
joined Ontuitive from Microsoft, where he was Director of Learning Strategy and Evangelism, a global
business at Microsoft Corporation featuring innovative learning products that help individuals and
organizations learn about Microsoft technologies. Bob helped guide and communicate the direction of
Microsoft Learning’s products both externally to their customers, and internally throughout Microsoft.
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He is the co-author of two books: Training for Results and Innovative Performance Support: Tools and
Strategies for Learning in the Workflow. Bob also spent five years as a teacher in New York's public
schools, and has a master's degree in computer education from Nazareth University in Rochester, NY.
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