Session 202: Allen Moore, Director of Worldwide Executive Coaching Services, PDI-Ninth
House
Session Title: Developing Leadership in an Age of Complexity
Session Description:
How can we best develop leaders to guide the post-modern workforce – one that must sense,
interpret, respond, and adapt to the rapidly changing environment? In addition to the traditional
goals of economic gain and efficiency, leaders in today’s more global organizations must also
incorporate sustainability, meaning-making, and survival into their desired outcomes. Within a
volatile, uncertain, ambiguous, and highly complex era, leaders cannot continue to follow the
rigid command-and-control structures and behaviors that were established during the stable
post-war era. Neither can we, as practitioners, effectively evaluate, coach, and develop leaders
using the classic quantitative and behaviorist competencies that define most leadership models.
How do we accelerate the development of successful individual and collective leadership in the
complex adaptive systems of the postmodern work world? This session will explore situated
learning and development methods that seek to answer that question.
Speaker Bio:
Allen Moore heads the global practice area in executive coaching with PDI-Ninth House, a wellknown talent strategy and leadership development organization. Allen designs and delivers
high-potential development programs, and coaches both groups and individual leaders. In his
20-year technical and business career, he was Director of International Business with Baxter
Healthcare. In the 15 years following that, he has worked with 5 consulting firms across more
than 25 countries, and trained over 10,000 participants. Allen is currently writing his PhD
dissertation in social constructionism on the topic of complexity and emergent leadership.
Session 402: David Bush, Bank of America
Session Title: Developing an Industry-Leading Sales Force
Session Description:
Discover progressive approaches to developing and retaining exemplary new hire sales
personnel and mitigating risks associated with underperformers. We will demonstrate how we
positioned our new hire training program as a competitive differentiator and force for driving
measurable business results. Learn about strategies and tactics that you can apply in your own
organization:
• Key learning opportunities that drive results.
• Critical partnerships to maximize impact on learner development.
• Demonstrating value through comprehensive, multi-dimensional measurement and evaluation.
Speaker Bio:
David Bush is a Learning Consultant for Bank of America’s Wealth and Investment
Management business. He supports a team of learning professionals through consultation,
design, and execution of learning program evaluation strategies. Bush joined Wells Fargo in
2000 as an Operational Risk Analyst in their Finance unit. He spent 5 years in various
analytical roles where he led efforts to design measurement tools and processes.
In 2005, Bush joined Bank of America as a Performance Improvement Consultant supporting
the bank’s Executive Development programs. In this role, he became certified in the Success
Case Method evaluation approach and led measurement studies to assess core leadership
programs. In 2006, Bush took a new role in Leadership Development, helping to drive a Talent
Management measurement framework, systematic reporting processes, and Executive review
routines.
Bush graduated cum laude from Washington & Jefferson College where he majored in
Psychology. He attended University of North Carolina at Charlotte for post graduate Industrial
Organizational Psychology studies.
Session 403: David Carmichael, VP of Operations, Handshaw, Inc.
Session Title: Real Project Management for Training Professionals
Session Description:
In this day of doing more with less, managing the training deliverables during a project is often
left to the lead designer or another designer who is asked to pitch in. As seasoned training
professionals, we know this is a possibility, so why let it catch us off guard? By applying
lessons learned from previous projects, designers or project managers can take on this task
with great confidence that they’re ready for the inevitable curveballs.
Project management is so much more than schedules, budgets, and status. It is a mindset
informed by years and years of seeing the same project sponsor mistakes, system delays, and
resulting deadlines missed. The key is to learn from those experiences, adapt from them, and
incorporate them into your "shadow" project plan. In this informative and interactive session,
David will share stories of how he faced down the deadline and ultimately prevailed victoriously.
Speaker Bio:
As Vice President of Operations with Handshaw, David manages the allocation of Handshaw's
production resources across as many as 20 concurrent projects. He oversees the operations
budget and works as part of the Handshaw executive committee to direct strategic initiatives
and company goals. He has kept Handshaw's production resources billed to capacity, achieving
the company’s highest level of growth in 10 years.
David has served Handshaw in a variety of roles including Performance Consultant,
Instructional Designer, and Project Leader. He operated as lead on the single highest grossing
project in the company’s history, serving as a consultant to the client and manager of the
production resources. He holds a MEd in Instructional Systems Technology from UNC
Charlotte and an MBA from Mississippi State University.
Session 401: Ed Muzio, CEO, Group Harmonics
Session Title: Surviving Complexity: Working More Hours Isn’t the Answer
Session Description:
We all owe our time and energy to many workplace masters. We juggle analysis, customer
service, supervision, time management, strategic planning, problem solving, and more, working
tirelessly on an infinite knot of interrelated problems and issues. We sense we are spread too
thin – that our complex workload is somehow impossible – so we work more hours to get the
same output. But our hours are finite, and our lives not our own.
Join us as award-winning author Ed Muzio shares real solutions that you can use yourself, and
with your clients, in an interactive, multimedia session. Define your purpose, stay on track, and
– best of all – go from surviving the hectic culture around you to influencing it. You’ll leave with
a new conceptual understanding of what may have previously seemed like a disjointed role, and
you might even get reenergized about your work in the process.
Speaker bio:
Ed is the author of the award-winning books Make Work Great (McGraw-Hill, 2010) and Four
Secrets to Liking Your Work (FT Press, 2008). He is a leader in the application of analytical
models to group effectiveness and individual enjoyment. Originally trained as an engineer, Ed
has started organizations large and small, led global initiatives in technology development and
employee recruitment, and published articles and refereed papers on topics ranging from
manufacturing strategy to the relationship between individual skills and output. Ed's analytical
approach to human productivity has been featured in national and international media, including
CBS, Fox Business News and The New York Post; he is a regular contributor on CBS
Interactive, The Huffington Post, and Monster.com. With clients ranging from individual coaches
to the Fortune 500, he serves as an advisor and educator to professionals at all levels, all over
the world.
Session 201: Grant Kreft, Intuition Inc
Session Title: Learning: Blending the Old with the New
Session Description:
This session will focus on mastering modern education methods, while keeping tried-and-true
learning forums alive. Case studies involving Fortune 500 companies will be showcased to
illustrate the use and success of blended training methods. This session will outline efficient
ways to communicate information to a range of audiences through the use of all training tools
available. While mlearning and eLearning have many benefits, face-to-face classroom
instruction also retains high success rates with a lasting effect. Our examples validate using
rich media, informative instructors, in-line review questions, and assessments within training to
achieve the highest results.
Speaker Bio:
Grant Kreft is the CEO of Intuition, North America. A New Zealand native, Grant has over twelve
years experience in software markets in both the U.S. and U.K. and is globally recognized as a
thought leader in the emerging technologies space. Grant holds a Commerce Degree from the
University of Otago, New Zealand.
Session 302: Nancy Johnson, Duke Energy
Session Title: Speak Out! Continuous Improvement of Presentation Skills through Toastmasters
Session Description:
Verbal tone, dynamic movement, and spellbinding stories: Connecting with an audience is vital
in conveying knowledge. Toastmasters International® is a non-profit world leader in
communication and leadership development. By attending one of the 12,500-plus self-paced,
learn-by-doing workshops members hone their speaking and leadership skills in a supportive
atmosphere. In this session, attendees will observe and participate in a live Toastmasters
meeting.
Today, Nancy will be facilitating a sample Toastmasters meeting to show you how a
Toastmasters meeting is run and how Toastmasters can provide you as trainers with a positive
and supportive environment where your training skills can be taken to the next level.
Nancy will be joined by Jamie Stamey, HealthyAndSafeFood.com, and other supporting
members of District 37 Toastmasters.
Speaker(s) Bio:
Nancy joined Toastmasters four years ago after sitting in silence with her fear of public speaking
for over 25 years. Since joining Toastmasters, Nancy has been using her voice to inspire others
to find their voice and to use it to change the world. Nancy is currently the Area 31 Governor
where she is encouraging members to overcome their personal struggles with public speaking.
Session 301: Jane Bozarth, eLearning Coordinator, State of NC and Author
Session Title: Social Media for Trainers
Session Description:
Effective use of social media technologies can help to enhance and extend workplace training
and learning efforts. With much of the current talk on social media and social learning occurring
at the 50,000-foot level, training and learning professionals report that it offers few ideas for
application to their work. This session takes a 100-foot view of concrete, specific uses for using
social media tools to enhance and extend existing training programs. While it primarily
addresses use of Facebook, LinkedIn, Twitter, Blogs, and Wikis (including some discussion of
private, alternatives), the emphasis is on recognizing any new social media tool at its root
purpose --and application to training endeavors-- rather than at face value.
Speaker(s) Bio:
Jane Bozarth is an internationally known trainer, speaker, and author. A training practitioner
since 1989, she holds an M.Ed. in Training and Development and a doctorate in Adult
Education. Jane is the author of several books, including Social Media for Trainers: Techniques
for Enhancing and Extending Learnin”, eLearning Solutions on A Shoestring, Better Than Bullet
Points, and From Analysis to Evaluation. She is the writer of Learning Solutions magazine’s
popular “Nuts and Bolts” column and a moderator of the weekly #lrnchat sessions on Twitter.
Jane recently took over the role of Editor-in-Chief of eLearn Magazine. In addition to her work
as eLearning Coordinator for the state of North Carolina,USA, Dr. Bozarth has a longstanding
collaborative relationship with InSync Training, LLC and serves as their Social Media Strategist.
Jane Bozarth is the recipient of a Live and Online Award, a "Training Magazine" Editor’s Pick
Award, and a North Carolina State University Distinguished Alumni Award for Outstanding
Contributions to Practice. She and her husband live in Durham, NC, USA.
Session 101: Jane Mitchell Howard, Co-Founder and Managing Director for Programs, Center
for Applied Cognitive Studies (CentACS)
Session Title: Does Your Training Stick Like Velcro? How to Assure that Training Transfers
Session Description:
Organizations spend money, a lot of money annually, on training initiatives, expecting
immediate change and improved performance from employees. As a result, trainers are
constantly trying to add tools, techniques, and pizazz to classroom and online programs so that
people will “get it,” that they will walk away with content and use it going forward.
Yet, research tells us that before training, we need to pause and examine the readiness of
potential trainees and coach their managers who are sending them to us in order to assure that
our training actually sticks and transfers to the trainees’ jobs. During this interactive session, we
will examine five readiness levels in two ways, 1) how each level links to a person’s existing
competency performance and 2) how much natural personality trait energy a person contains to
support their performance. Lastly, we will identify strategies for addressing each of the five
levels.
Speaker Bio:
Jane Mitchell Howard, MBA, is Co-Founder and Managing Director—Programs for the Center
for Applied Cognitive Studies (CentACS), established in 1986. Currently, Jane divides her time
among work on five continents as an organizational consultant, an executive coach, a
presenter, an author, and a trainer who certifies others to use the WorkPlace Big Five Profile™
with related competencies and reports. Working with consultants and affiliate companies,
CentACS has built a global network, serving clients from numerous industries, governmental
agencies, and universities across North/South America, Europe, Asia, the Middle East,
Australia, and Africa.
Co-author of “The Owner’s Manual for Personality at Work” © 2001 & 2010, “The Owner’s
Manual for Personality from 12 to 22” © 2011, published articles, and assessments, Jane’s MBA
is from Wake Forest University. Over her career, she has been an officer in ASTD and
CODNET. She also teaches in the UNC-Charlotte Certificate Program in OD.
Session 103: Dr. Joel Gendelman, President, and CLO, Future Technologies, Inc.
Session Title: Ten Rules for Delivering Great Virtual Presentations
Session Description:
Face it! Most virtual presentations, training or otherwise, are boring. It is not the medium that is
to blame. It’s the creators and deliverers of those presentations.
Virtual presentations can be compelling, interactive and motivating. It simply takes a little time
and planning. This session will help you develop and present virtual presentations that your
audience will not soon forget. Such persuasive presentations can reduce employee’s time to
competency, increase the adoption of key corporate initiatives, and even decrease costs.
“Virtual Presentations That Work” will provide you with the ingredients for creating and
delivering innovative virtual presentations. It will also demonstrate “real world” examples of
implementing these best practices.
Speaker Bio:
Joel has over 25 years experience in work place learning and performance improvement. He
has developed compelling communications and instructional solutions for companies that
include Lockheed Martin, Microsoft, Nissan, Lucent Technologies, Hewlett-Packard, and
Genentech. Joel’s virtual session “Energizing Virtual Instruction” was selected as “Best of the
Best” at ASTD’s 2009 conference. Joel’s new book, Virtual Presentations that Work, published
by McGraw-Hill, was introduced in May of 2010. In addition to his books, Joel has published
over twenty six articles in publications that include Chief Learning Officer, Learning Circuits,
Performance Improvement and Intercom. He is the recipient of a Brandon Hall “Excellence in
elearning Award” and is a frequent speaker at ASTD and other international conferences.
Session 503: Marcia L. Jackson, Training Resources
Session Title: What's The Brain Got To Do With It? Using Brain Science to Make Training Stick
Session Description:
In this informative, hands-on program, explore six learning principles based on current
“cognitive neuroscience” about how humans really learn. Throughout the workshop we use
these learning principles in multiple ways to experience, discuss, and practice. Everything that
is taught and experienced in this workshop has immediate relevance and can be applied to both
synchronistic and asynchronistic learning situations.
Leave with a toolbag of activities, ideas, and excellent resources to add to your own
understanding of brain science, human learning and personality.
After participating in this interactive program, you will be able to:
 Explain the importance of these brain-based principles.
 Apply learning principles to your instruction, regardless of the topic, size of group, or
level of learner.
 Choose from a collection of new brain science resources to enhance your instruction in
the classroom and online.
Speaker Bio:
Marcia L. Jackson is owner and president of Training Resources, a management consulting firm
that, for 18 years, enhances the business performance and working relationships of both large
and small service organizations.
Ms. Jackson has served on the boards of the Charlotte Area Chapter of the American Society
for Training and Development (ASTD) for 5 years, the Board of Women Business Owners for 4
years (NAWBO), National Speakers Association/Carolinas for 3 years, and is a founding
member and past board member of the Charlotte Organizational Development Network
(CODNET).
She has a B.A. in Sociology from Miami University in Oxford, Ohio and holds certification in
Training & Development from the University of Oklahoma. Marcia is a National ASTD Training
Certificate Facilitator. She has also been honored with the NAWBO Team Builder of the Year
Award and the National Speakers Association/Carolinas Member of the Year Award.
Session 303: Mike Perkins, Senior Manager, Global Learning Technology, Newell Rubbermaid
Session Title: Learning Measurement – more than butts in seats
Session Description:
So what is YOUR Measurement strategy for L&D? Are you evaluating both qualitative and
quantitative data from multiple data sources? How do you paint a complete picture of learning,
talent and business performance? Learn how to get started with a FREE Google Analytics
account and start tracking your LMS traffic and automate your reporting. Are you wasting your
time creating multiple versions of the same report?
Take your basic reporting to the next level and transform standard reports into flexible pivot
tables and visual graphs in Excel that will blow your boss away. Finally, see the State of the Art
learning measurement software for data collection, Metrics That Matter, where analysis is
rendered through automated dashboards, scorecards and detailed reports that can be
customized for every role in your organization from executives to front-line managers.
Speaker Bio:
Mike Perkins is responsible for the strategy, design and implementation of the Learning
Management and Metrics systems for Newell Rubbermaid. His team also develops web content
and e-learning solutions to support the Newell Rubbermaid business units. Newell Rubbermaid
Inc. is a global marketer of consumer and commercial products with annual sales of
approximately $5.8 billion and a powerful brand family including Sharpie, Paper Mate, DYMO,
EXPO, IRWIN, LENOX, Rubbermaid, Graco, Calphalon, and Goody.
Mike has a strong background in designing Global LMS’s including Husqvarna University. Prior
to joining Husqvarna, Mike was the Manager of Content Development for CompuMaster, a
division of SkillPath Seminars. Mike hails from Kansas City, MO where he also was a High
School Chemistry teacher and coach. Mike is a Microsoft Certified System Engineer (MCSE),
earned a Master’s degree in Teaching from Webster University and a BS in Psychology from
Truman State University.
Session 501: Shannon Godwin, The Shaw Group
Session Title: Communication and YOU!
Session Description:
The Communication and YOU! session discusses the three tenants of communication focusing
on the importance of identifying your participation in how you communicate. You will learn the
definitions of the Rhetorical Triangle and the value of demonstrating a balance in all three
tenants of the Rhetorical Triangle.
Speaker Bio:
Shannon Godwin is an L&D strategist at The Shaw Group. She is the Program Manager for The
Shaw Power mentoring and coaching program, facilitating professional development sessions
as well as group collaboration sessions. Her focus is on developing the individual contributor by
capitalizing on her experiences with Training and Performance Improvement. Shannon’s
learning background stems from both corporate and education and she wrote her dissertation
on e-Mentoring.
Session 102: T. Falcon Napier, Founder of the Tension Management Institute
Session Title: The Path of Self-Discovery: A Simple Technique for Making Higher Quality
Decisions in Less Time
Session Description:
"The Path of Self-Discovery" focuses on a simple yet powerful 5-step questioning technique that
enables training professionals to help others reach clarity about their current situations, desired
situations, relevant gaps and appropriate solutions — and do so in far less time than traditional
approaches.
"The Path of Self-Discovery" provides an easy, flowing, conversational structure to support
participants in exploring the goals that are most important to them — and help them reach
higher quality decisions in comparatively shorter periods of time.
The approach is applicable in many settings, including: individual participant work, small group
facilitation, strategic planning, meeting management, mediation and facilitation, problem solving
and brainstorming.
Participants will:
1) LEARN the 5-step "Path of Self-Discovery" technique
2) OBSERVE the technique in action
3) WALK the Path of Self-Discovery for themselves
4) DEVELOP action plans as a result of their "Path Walk"
5) DISCUSS ways to blend the approach into their daily lives
Speaker Bio:
T. Falcon Napier is an internationally-recognized human development expert, specializing in
sales, leadership and change management. He is the creator of the MasterStream® Method —
an ethics-oriented, non-manipulative approach for influencing others — as well as the
ChangeWorks!® System — the world’s only client-driven, activity-specific coaching and
management tool.
Since starting his career as an independent professional trainer in the early 1980’s, Mr. Napier
has presented nearly 2,500 customized programs for organizations around the world, including:
Sony, Bosch, Detroit Edison, IBM, General Motors, State Farm, BellSouth and American
Express. Throughout his more than 12,500 hours of training experience, his audiences have
described his style as fast-paced, direct, content-filled, witty and thought-provoking.
In addition, Mr. Napier has built a network of hundreds of independent and corporate-based
professionals who are certified to teach the MasterStream® Method and use the
ChangeWorks!® System with their clients around the world.
Mr. Napier is based in Davidson, NC.
Session 502: Tom Allen, SVP and Senior Learning Manager at Wells Fargo Advisors
Todd Fleming, PMP and Program Manager at VisionCor, Inc.
Session Title: Effective Training for Enterprise-Wide Change: Top 5 Requirements for Programs
that Deliver
Session Description:
Complex, budget constrained, deadline driven, and resource intensive in an environment of
overwhelming change. How do you create a targeted and effective user-centered training
program to support it? There are 5 Top Requirements for Programs that Deliver in anenterprisewide change environment: Defined Principles, Solid Business Partnerships, Effective Resource
Planning, Comprehensive Quality Management, and Measurement, Measurement,
Measurement. These requirements were learned the hard way, and have been applied to
enterprise-wide change programs to great success.
This session is targeted to members of organizations who are either defining or improving their
approach to training for large-scale change initiatives. Participants will be provided with a
reference sheet of the Top 5 Requirements for Programs that Deliver.
Speaker Bio: Tom Allen is a Senior Vice President and Senior Learning Leader for Wells Fargo
Advisors' Financial Advisor TrainingDepartment. With more than 17 years' experience in the
training and development space, Tom has led several large training initiatives for the firm,
including merger training on back-to-back mergers, training for new financial advisors, and
implementation of the firm's corporate university. Tom was also cited in 2007 by the St. Louis
Business Journal's "40 Under 40," a list highlighting the top executives in the St. Louis area
under age 40. Tom holds an M.A. in English Literature from University of Missouri-Columbia,
and a B.A. in English and Economics from Vanderbilt University.
Speaker Bio: Todd Fleming, certified Project Management Professional (PMP®), is currently a
program and senior project manager for VisionCor Inc., a consulting firm specializing in
providing capacity and expertise. In this role, Todd is responsible for planning and directing
large and complex training programs and projects. Most recently, Todd has been managing
large merger training programs in the financial services industry.
In a prior position, Todd managed a custom training department that handled up to 50 projects
simultaneously and had a team of 10 project managers. He gained experience in the financial
services, retail, food service, government, and telecommunications industries.
Todd is an experienced program and project manager. He has personally managed a wide
variety of projects totaling well over 10,000 hours of direct project management experience.
Todd has managed teams of project managers, instructional designers, trainers, technical
developers and IT professionals. He has led training project teams with over 100 members.
Session 203: Tom Kuhlmann, Articulate, Rapid eLearning Blog
Session Title: Rapid E-Learning Design
Session Description:
Today’s tools are making it easier than ever to build elearning courses because they don’t
require any programming. This presents many opportunities, but the reality is that there are also
many challenges. On top of that, many elearning developers work with limited budgets and
resources.
Is it possible to build good courses with these constraints? Join Tom Kuhlmann as he shares
some practical tips on getting the most out of the resources you have to build engaging and
interactive E-Learning courses.
You’ll learn to:
 Create a consistent production process to help manage your elearning design
 Match the look and feel of the course to your content
 Apply rapid instructional design models to quickly build effective and interactive
elearning
Speaker Bio:
Tom is passionate about learning and technology. He has over 15 years experience in the
training industry where he developed hundreds of hours of elearning and managed elearning
projects at Capital One, Washington Mutual, and Weyerhaeuser.
Tom has a Master’s in Education Technology from Pepperdine, where he researched how to
cultivate communities of practice through the development of personal expertise. Currently, he
runs the user community for Articulate with a focus on building a passionate community of rapid
elearning developers.