1. POST EVENT REPORT
August 18-20, 2019 | Chicago, IL | Westin MichiganAvenue
2019
Supporting & Developing the Learning Culture in an Age of Digital Transformation
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Audience Breakdown
Investment Areas
What Happened at the Exchange?
Top Five Sessions
Practitioner Roundtable Takeaways
2019 Speaker Faculty
Attending Companies
Sponsors
Portfolio Calendar
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Table of Contents
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Introduction
It was my great pleasure to host the 18th edition of The CLO Exchange this August 2019.
Thank you to everyone that was able to participate! The Exchange was designed around digital
transformation, the evolving role of the CLO and the emerging trends that will affect their role in
2019 and beyond.
Key take aways from the Exchange include macro changes occurring across all industries
that are impacting the required shape and size of the workforce of the future. At the same
time, because CEOs consistently place talent shortages and skills gap at the top of the list
when asked about their biggest barriers to workplace transformation, L&D has a major role to
play in shaping and executing the right strategies for maximum learning impact during times
of unprecedented change. CLOs must transform their go-to-market learning strategies while
balancing the advantages of scale with the ability to pivot quickly based on market movements
to ensure supporting & developing the workforce occurs in this age of digital transformation,.
This requires a focus on personalization, just-in-time learning experiences, a demonstrated
positive ROI and a strong partnership with the business to enable organizational agility.
In addition to the in depth discussions led by practitioners, solution providers were on hand to
raise awareness of new technologies and to consult with practitioners to develop new, effective
strategies to tackle their biggest challenges.
I am actively working on the next editions of this industry leading event and hope to see you at
a future CLO Exchange!
Warm regards,
Teresa Fondessy, Executive Director of Production, HR Exchange Portfolio
Welcome:
Really enjoyed my time at the Exchange. Networked with top notch thinkers and professionals in my field and
learned many novel ideas or ways to apply old ideas that will prove useful to myself and my organization.
- CLO, Federal Trade Commission
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What Happened at the Exchange?
FACE TO FACE
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358
BUSINESS MEETINGS
14+
HOURS
OF DEDICATED
NETWORKING TIME
OF FORWARD
THINKING CONTENT
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INNOVATIVE
SPEAKERS LEADINGSOLUTION PROVIDER COMPANIES
14+
HOURS
Market Leading
Organizations in Attendance
Key Topics
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Driving Optimal Business Outcomes with Learning Strategies
Artificial Intelligence and Machine Learning:
Practical Applications for Talent Development
Modern Learning Trends: is the Skills Gap Widening and are we
Prepared for the Shift with Digital Technologies?
Engaging Employees in Learning: Where the Rubber Meets the Road
Increasing Learning Agility: Continuous Development
Through Learning Technology and Science
Overcoming Technology Barriers in a High Tech Business Environment
This was a fantastic opportunity to discuss relevant
industry issues and challenges with key talent and
vendors. Thank you for organizing such a fantastic
event!
- Director of Learning, Publicis Groupe
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Top Five Sessions
In this talk, Brandon Carson, Head of Learning, Delta Air
Lines, discussed the learning shift in this age of digital
transformation. Shifting to a digital perspective in our
VUCA society forces us to constantly look at our people’s
performance through the lens of consumers in this digital
age. This presentation covered what they planned, what they
learned along the way and how they pivoted.
• Achieve efficiency through virtual cohorts
• Develop modern, relevant content, consistent with today’s
learner needs
• Achieve better trained, more proficient employees
The ABCS of XYZS: Managing Generational Expectations
By the year 2025, Generation Y will comprise three-fourths of the workforce, and Gen Z, accounting for more than 25% of the
US population, will start flooding the workplace. Ensuring Generation X feels valued and developed will increase the likelihood of
retaining them. Each generation brings new expectations with it, and as a result, organizations must adapt and meet, or surpass,
those expectations in order to find better ways to attract and retain the top talent crucial for organizational success. During this
interactive discussion attendees, discovered what the modern worker cares about and strategies to keep them around, engaged,
and happy.
Learning Take-aways:
• Discover what the modern worker cares about
• Learn strategies to retain top talent
• Apply ABC Model to workforce and succession planning
Attendees discovered how a large matrixed organization aligned their
functional L&D strategy to address an impending talent crisis when faced
with 33% of the Finance Leadership positions becoming retirement
eligible within 5 years, and a growing generational gap of the remaining
population. They understood how influential leaders applied their social
capital to rethink Raytheon’s Finance functional learning strategy and
professional development aligned to their business needs. In this
discussion attendes:
• Became a catalyst for change through visionary leadership
commitment and relentless motivation.
• Aligned stakeholders with highly collaborative engagements to
create a shared vision and strategy.
• Leveraged social capital to influence without authority and navigate
the matrix to engage employees at all levels.
Let the data lead you through performance analytics to shape the L&D
strategy.
Jennifer Rappoli
Senior Finance Manager
Raytheon Professional Services
Brandon Carson
Director of Learning
Delta Air Lines
Bernie Saboe
Director of Performance Solutions
Raytheon Professional Services
A Transformational Journey Aligning Learning and Career Development
Dr. Trish Holliday
Chief Learning Officer
The State of Tennessee
A Digital Transformation Journey
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Top Five Sessions Continued
Reactivating A 100+ YR Old Brand Through Learning
Online retailers and shifts in consumer behavior are plaguing traditional retailers.
In the current marketplace, there is a tremendous amount of pressure for brick
and mortar to stay relevant. At Walgreens, with close to 9,000 stores nationwide,
differentiating ourselves in this ever-evolving, rapid-paced, digitally driven
environment is a constant focus. To support a reactivation of our brand and help
support our business transformation, we are developing an agile talent development
approach that incorporates technology and leverages team member insights and
feedback. We are focused on end-to-end, holistic solutions that develop our team
members from every angle.
Embracing Change: New Approaches to Leadership Development
Without effective leadership development at all levels, organizations are at risk of not remaining competitive. In this new, always
on, globally connected, fast paced world how can you keep up with the demand to train and develop your talent? What is the
right leadership strategy and the right leadership development strategy needed to remain competitive in the 21st Century? During
this panel, attendees learned how to:
• Highlight novel leadership development methods and approaches to nimbly shift direction, and manage the constant change
that directly impacts strategic business challenges
• Engage in discussion on how to shake up legacy development programs to advance our next generation of leaders
• Align leadership development initiatives with business goals and receive examples of direct and measurable impact on the
business
• Discuss the role of technology in leadership development
Chris Tiglas
Director,
Learning & Development
Walgreens
Katie Hollis
Senior Director,
Employee Development
Indeed
Stephen Russell
Senior Director,
Learning & Development
Maximus
Dominik Rus
Corporate Learning Director
Copa Airlines
Julie Keintz
Director, Talent Development
Big Lots
Moderator: Paul Mumma
Chief Executive Officer
Cerego
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Practitioner Roundtable Takeaways
Thoughtexchange is a way for people to confidentially share and rate thoughts on their devices with results delivered in real time.
A key type of insight emerged from the process:
• Top Thoughts that rise up because they are important to everyone
This report shares some key findings from the Exchange, which also set the stage for the roundtable discussions.
Topic: Managing Priorities with Limited Resources
Participants: Stanley Black & Decker, Thoughtexchange, Publicis Groupe, Abilitie, CNA Insurance, Marcus Hotels & Resorts
Take – Aways:
• Think Creatively:
* Change modality
* Change timeline
* Question outcomes
• Everyone has resource problems:
* Bodies, cost, space, technology
Actionable Items:
• Push back with data
* Track ramifications
• Borrow, borrow, borrow
* Close your own wallet
• Know your stakeholders’ buttons
• Leverage internal people
* Go over budget (safely)
Outstanding Items:
• Money is always so hard
Other Notes:
• Resources
* Money, bodies, rooms
• Money is still a big problem
* Must tie to results
* Must tie to stakeholder button
* Borrow from other wallets but protect your own
* Metrics that matter provide reasoning
• Examples:
* Onboard (14 mod) w/2 IDs
* Push back but position it in a way with timetables &
having reasoning
* Make sure you track the ramifications
* Lay out options
• Examples Continued:
* Think creatively
◊ Different modality?
◊ Different timeline?
◊ Question outcome get to the real why to ensure the
deliverable is in line
◊ Ensure its truly a training need
* Client has “stuck” idea of what they want vs. what’s
most cost efficient
◊ Really question what they are getting at
* Try to utilize internal resources as extra hands-
monthly/ quarterly- another thing to manage
* Know the button for every stakeholder (lunch!)
* Send quarterly update of priorities to all stakeholders-
lots of data
Topic: Future of Work: Practical Use of New Technology to Support Learning
Take – Aways:
• Mobile use for learning (hourly worker, ex)
• Meet people where they’re at via technology (LXP/LEP, digital performance support)
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2019 Speaking Faculty
Brandon Carson
Director of Learning
Delta Air Lines
Dr. Trish Holliday
Chief Learning Officer
The State of Tennessee
Dr. Rodeny A Chapman
Director, Global, Technical
Service Education & Training
Becton Dickinson
Stephen Russell
Senior Director,
Learning & Development
Maximus
Dominik Rus
Corporate Learning Director
Copa Airlines
Donald Dennis
Senior Vice President
Learning & Leadership Development
Huntington
Scott Hammerl
Director of Learning &
Chief of Excellence
Hilton Hotels Worldwide
Rachel Horwitz
Global Learning and
Development Director
(Formally) Mars Incorporated
Chris Tiglas
Director, Learning & Development
Walgreens
Julie Keintz
Director, Talent Development
Big Lots
Amy Contreras
Head of Learning &
Development
Uber Freight
Chad Pfiefer
Vice President Talent Development
Trilogy Health Services
Eric Levos
Director, Learning & Development
XPO Logistics
Dr. Rodeny A Chapman
Director, Field Training
Buffalo Wild Wings
Katie Hollis
Senior Director,
Employee Development
Indeed
Brian Steinberg
Director, Leadership Development
Kemper
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Portfolio Calendar
December 9-11, 2019 | San Diego, CA
Omni San Diego
www.hrexchangenetwork.com/events-clo-exchange
February 23-25, 2020 | Austin, TX
www.hrexchangenetwork.com/events-clo-exchange
Join this Invitation- Only, C- Level Executives Exchange to:
• Discover strategies and solutions other top companies are adopting
• Cultivate new business relationships through collaborative networking opportunities
• Take part in working group sessions with senior peers to develop new problem solving strategies
Attendees tailor their agenda by selecting between MasterClasses and BrainWeaves ® along with their one-on-one
business meetings. The Chief Learning Officer Exchange has become an exclusive ‘must- attend” event on the
learning and development executive yearly calendar.
For more information about any of our Exchanges or how you can become involved in upcoming events, get in touch:
spexchange@iqpc.comjack.mannes@iqpc.com
813.658.2545
Tony RochaJack Mannes
813.658.2516
Inquire as a Delegate Inquire as a Sponsor
19
20TH EDITION
May 6-8, 2020 | Atlanta, GA
Coming Soon!
