Cheif Learning Officer Solutions for Enterprise Productivity

CLO Symposiums

Fall 2012 CLO Symposium

Wednesday, September 19, 2012 - Friday, September 21, 2012

Speakers:

Michael Abrams
Senior Director, Talent Optimization
Banner Health

As senior director on the talent and organizational effectiveness team at Banner Health, Abrams is responsible for the physician, leader and employee development programs for the organization. He works with health care executives to improve leadership, team and process effectiveness. Abrams is certified as a Level 2 Change Agent in GE's Change Management process. Prior to his work at Banner Health, he held executive positions in corporate training, web-based software engineering, supply chain management and eCommerce deployment. He's been an active facilitator of executive and leadership development programs in the US, Belgium, Germany and the UK. Abrams has served as board chairman/president for Blueprint Education, ASTD, and the Arizona Chapter of the Healthcare Information and Management Systems Society (AZHIMSS). He holds both MBA and M.Ed. degrees and is certified in Ken Blanchard's Situational Leadership II, Wilson Learning's Sales Excellence, and Development Dimensions International leadership courses.


John Ambrose
Senior Vice President, Strategy, Corporate Development and Emerging Business
SkillSoft

John Ambrose is Skillsoft's senior vice president of strategy, corporate development and emerging business, and in this role speaks with thousands of learning professionals around the globe each year in various forums on topics ranging from mobile performance support to social learning. He has spent more than 25 years at the intersection of technology, publishing and learning, having lived and worked in France, England and both coasts of the U.S. In 1995 he was named CEO of DeltaPoint, one of the earliest providers of website management tools. He was a founder of Books24x7 in 1998, which was acquired by Skillsoft in 2001.

Ambrose is a past speaker at the Global Peter Drucker Forum, the CLO Conference, Elliot Masie’s Learning Conference, Josh Bersin Impact Conference, a variety of ASTD conferences in the U.S. and internationally, Jeanne Meister’s Social Bootcamp, and Skillsoft Perspective events held throughout North America, Europe and Asia.


Paul A. Bejgrowicz, MBA
Principal Consultant
GP Strategies

Paul Bejgrowicz is a principal performance consultant with GP Strategies’ Enterprise Learning Solutions group. He has expertise in the design, development and global execution of learning and online business collaboration tools. With more than 17 years in the learning and technology space, Bejgrowicz has provided strategic consulting services to clients on learning strategies, learning platforms and development of multiple delivery modalities focused on the client’s business goals and objectives to improve performance. This includes the evaluation and implementation of learning management systems, designing, developing and delivering classroom and multimedia e-learning courseware, the latest state-of-the-art Web 2.0 learning and collaboration technologies, including 3-D immersive learning and simulation, mobile learning, informal learning and social media platforms.

Bejgrowicz is a certified e-learning specialist, certified training manager and holds an MBA with honors from Our Lady of the Lake University and bachelor of science from LeTourneau University.


Jeffrey Berk
Chief Operating Officer
KnowledgeAdvisors, Inc.

Jeffrey Berk is chief operating officer for KnowledgeAdvisors. KnowledgeAdvisors is a talent analytics solutions and technology firm that helps organizations measure, communicate and improve the impact of their people by better managing processes through reliable metrics.

Berk works closely with clients to optimize their talent development investments through measurement and analytics tools.

Berk, a CPA, is also an adjunct professor of management at Loyola University and is the author of Champions of Change: The Manager's Guide to Sustainable Process Improvement and co-author of Human Capital Analytics: Measuring and Improving Learning and Talent Impact and Human Capital Analytics: Measuring and Improving Talent Development, 2nd Edition.


Dan Bielenberg
Director of Capability Development Strategy
Accenture

Dan is the director of capability development strategy for Accenture’s global center of expertise where he is responsible for overall learning strategy and learning architectures. Dan has more than 25 years of experience planning and designing learning programs for different content and target audiences. His current focus is developing strategies and integrated talent development solutions across Accenture’s diverse workforce. Dan has a master’s degree in instructional systems design from Florida State University.


David Birnbaum
Vice President, Learning
Coldwell Banker Real Estate

David Birnbaum is vice president of learning for Coldwell Banker Commercial and Coldwell Banker LLC. He sets the strategy and directs all learning initiatives in the enterprise. Since he took the lead of the organization, it has placed in the Training Magazine Top 125 twice and won a Josh Bersin Excellence Award and a Brandon Hall Gold Award. Prior to Coldwell Banker, Birnbaum was at AT&T, where he spent 17 years in various technical management roles. In 1996, he began designing e-commerce Web platforms combining Web, fax and automated phone systems. In 1998 he joined AT&T’s training department, managing its global learning management system and help desk. He went on to lead AT&T’s e-learning courseware department. Birnbaum has also consulted on user experience, Web metrics and search engine optimization for various companies. He has a BS from City University of New York and an MS from New York University.


Tamara Carrillo
Director, Partnership Professional Development
Ashford University

Tamara Carrillo is a leader in the field of communication and organizational development, with more than 15 years of experience in leadership development, public speaking, corporate training and executive presentation coaching. She is speaking and leading workshops around the country on the changing nature of leadership and has designed, developed and delivered hundreds of presentations and training programs for Fortune 500 corporations. Beyond her presentation strengths, Carrillo is an accomplished keynote speaker and has presented at several national and international conferences such as ASTD, the Chief Learning Officer Symposium, IVentiv, Talent Strategies, Elliott Masie’s Learning Conferences and more. She has worked extensively with senior-level executives and industry leaders and was recently recognized by Leadership Excellence for her development and execution of innovative leadership programs.


Joel Cataldo
Senior Director, Talent Management and Developement
Arrow Electronics Inc.

Joel Cataldo is the senior director of talent management and development at Arrow Electronics Inc. In this role, he leads Arrow’s global talent management and development function in three areas: processes, programs and platforms.

Cataldo has held roles as president of the Professional Society for Sales and Marketing Training and vice president of programming for ASTD-LI, and has served on the board of both organizations. He was a 2008 recipient of Training Magazine’s “Top 40 under 40” award and has been featured in numerous articles and publications for his work in developing blended learning solutions.

Cataldo has been a featured speaker at numerous Chief Learning Officer and Talent Management conferences covering a range of topics including blended learning, LMS best practices and engaging generation X and Y through the integration of videogame technology in blended learning. He holds a master’s degree in business administration from Dowling College and a bachelor’s degree in human relations from St. Joseph’s College.


Sam Moore Cicotello
Dean, Motley Fool University
The Motley Fool

Sam Moore Cicotello is the dean of Motley Fool University and is responsible for The Motley Fool’s learning and development initiatives. She has 10 years of experience in marketing and product strategy before moving to learning and leadership development. She was awarded the title of Chief Rabblerouser of the Highest Order by her peers in 2006 and still holds the coveted position. At the Motley Fool, Cicotello plays the role of professional boat rocker, envelope pusher and brain expander.


Tracy Cox
Director, Applied Strategies
Raytheon Professional Services, LLC

Tracy Cox is director of applied strategies for Raytheon Professional Services LLC (RPS), a subsidiary of Raytheon Co. RPS helps businesses meet their critical objectives by designing, implementing and managing efficient training solutions that align employees, customers and partners with business goals.

As director of performance consulting, Cox works with organizations to help them uncover their true worth through application of organizational network analysis, enhanced decision-making techniques, innovation and Raytheon Six Sigma.

Cox is a frequent conference speaker on leadership, social capital and Six Sigma, and he has been cited for his views on social capital and networking in Fortune, BusinessWeek, Industry Week, The Times (UK) and Training & Development.

Cox earned a bachelor’s degree in computer engineering from the University of Oklahoma and a master’s degree in manufacturing systems management from Southern Methodist University.


Stuart Crabb
Head Learning & Development
Facebook, Inc.

Stuart Crabb is responsible for learning and development at Facebook, including leadership and manager development, acculturation of new employees and supporting sales and product training. Prior to joining Facebook, he was a senior consultant at The Marcus Buckingham Co., supporting strengths-based consulting and coaching assignments. He is also the former head of talent development at Yahoo!

A lawyer by education, Crabb has spent more than 20 years in the human resources field with Yahoo!, Oracle, HP and Siemens.


Emily Crawford
Chief Learning Strategist
Bellevue University

Emily Crawford is chief learning strategist at Bellevue University. She is an expert in designing “whole brain” learning solutions. Using disruptive technologies to increase efficiency and effectiveness, she has insights into the conditions that influence employees’ professional growth and development, and result in performance growth for both employees and the organization.

As the chief learning strategist at Bellevue, Crawford is the principal architect of award-winning corporate degree programs. As a former chief learning officer, she managed organizational change, built internal talent and improved employee performance through learning.


Paul Deegan
Motivational and Leadership Expert
Everest Mountaineer and Award-Winning Author

Paul Deegan proposed and subsequently co-led a 47-strong team which cleaned up three decades of rubbish that had accumulated at the base of Mount Everest when he was 17 years old. Inspired by the visit, he went on to climb, trek and explore many of the world’s mountain regions, including Everest. Magazines and newspapers have published more than 250 of Deegan’s stories.

An award-winning author and Fellow of the Royal Geographical Society, Deegan is a frequent public speaker. He has been interviewed on the BBC, ITV, C4 and Sky, and was one of 10 finalists from 2,500 applicants in the BBC’s nationwide search for new television experts. The Telegraph, The Guardian and The Baghdad Times have all covered his expeditions.

Since climbing Mount Everest, Deegan has returned to the region to thank the Sherpas who helped him realize his dream, assisted scientists studying ocean acidification on a slab of floating sea ice in the Arctic and worked on the set of Tim Burton’s Charlie & The Chocolate Factory.


Kristin Dortz
Manager, Global Talent Management Systems
Arrow Electronics Inc.

Kristin Dortz is the manager of Arrow Electronics Inc.’s core global talent management systems, with a focus on enabling and facilitating Arrow’s global talent processes across the employee lifecycle. In this role she also focuses on the development and deployment of Arrow’s online training programs such as Books24x7, SkillSoft, in-house instructional design and other tools supporting talent development. Dortz has an MA in industrial/organizational psychology from Hofstra University.


Lisa Doyle
Vice President, Learning & Development
Lowe's Companies, Inc.

Lisa Doyle is the vice president of learning & development at Lowe’s Companies, Inc. where she is responsible for creating and implementing learning, development, and performance support strategies to build workforce engagement and proficiency.

Prior to joining Lowe's, Lisa was the chancellor of the U.S. Department of Veterans Affairs Acquisition Academy as a member of the Senior Executive Service, where she fosters and promotes the development of VA acquisition professionals. As chancellor of the academy, which includes the Acquisition Intern Program, Doyle formulated and delivered the strategies needed to develop acquisition business partners. With more than 28 years of experience as an acquisition professional in both the federal and private sector, she was responsible for training the VA acquisition workforce by instilling essential competencies and skills, establishing career development programs and developing experiential learning opportunities.

Doyle was named 2011 Chief Learning Officer of the Year by Chief Learning Officer magazine. She holds a master’s degree in business administration from Hood College and a bachelor of science degree in business management from the University of Maryland. She is a graduate of the Excellence in Government Fellows Program sponsored by the Council for Excellence in Government, and continues as a senior fellow in its program. She is also a graduate of the Federal Executive Institute’s Leadership for a Democratic Society Program offered by the U.S. Office of Personnel Management.


Jim Dunn, PhD
Chief Learning Officer
Texas Health Resources, Center for Learning and Career Development

Jim Dunn is the chief learning officer for Texas Health Resources, one of the nation’s largest faith-based health systems. He is responsible for enterprise-wide efforts to build and advance best-in-class talent development through implementation of system-wide organizational learning strategies for approximately 19,000 clinical and nonclinical employees. Prior to joining Texas Health in February 2008, Dunn served as the national vice president of human resources and talent retention strategy for the national home office of the American Cancer Society in Atlanta.

Dunn holds an undergraduate degree in chemistry from Howard University and a master’s certificate in human resources management from Harvard University. He also received a Masters in Public Health, with a specialization in epidemiology and doctorate for advanced study in teaching from Emory University. Additionally, he holds a Ph.D. in organization development and management from Benedictine University.


Tamar Elkeles
Vice President
Qualcomm Learning Center

As vice president of Qualcomm’s Learning Center, Tamar Elkeles, Ph.D., is responsible for defining the company’s overall learning and development strategic direction. Her scope of leadership includes global learning, executive/leadership development, technical development, employee communications, organization development and learning technology for more than 12,000 employees worldwide. Elkeles created Qualcomm’s Learning Center in 1992 to meet the learning and development needs in a rapidly growing and changing high-technology environment. Today, the focus of her organization is to continually bridge the gap between learning and information to improve both individual and organizational performance. The Qualcomm Learning Center operates as an internal consulting function within the organization, providing business divisions with innovative solutions in learning, organizational development and communications that influence business results. In both 2000 and 1994, Qualcomm earned the Organization of the Year Award from the American Society for Training and Development (ASTD) for exceptional employee development programs. Qualcomm has been an ASTD award winner since 2005.


David Everhart
Practice Group Leader, Global Leadership Development
Aperian Global

David Everhart is the practice group leader for Aperian Global’s Global Leadership Development. He has extensive experience working with international executives and evaluating and developing leaders capable of taking on complex management roles. Everhart has conducted leadership development programs, intercultural management assessments and executive coaching assignments for American, Chinese, European and Japanese management teams at multinational firms across multiple industry sectors. He has also served as a senior partner in the leadership and talent consulting group of a leading global consulting firm.


Barbara Feldman
Global Learning Leader for Executive Development
GE Energy

Barbara H. Feldman is a global learning leader for executive development at GE Energy. She has been with GE for 15 years in executive and organization development, learning, consulting and HR roles. Since 2005 she has been working in the GE Energy business and, in 2009, exclusively focused on developing programs targeted for GE Energy’s approximately 1,000 global executive leaders.

Feldman’s GE’s career began in 1996 as a human resource manager at the Global Research Center. She moved to GE Healthcare in 1999 and was responsible for starting up and leading a consulting practice on GE management and leadership systems for health care customers. Her team advised administrative and physician leaders to adapt and implement productivity, change and HR initiatives using the GE processes and toolkit.

Prior to joining GE, Feldman worked 15 years for Corning Inc. in organization development and human resources with responsibilities for process improvement, work redesign, change management, training strategy, employee surveys and team development.

Feldman received a master of science degree in organization development from Pepperdine University. Her undergraduate degree is from the University of Wisconsin in personnel management and labor relations.


Henry Fetta
Director, Finance Learning
Kraft Foods

Henry Fetta is director of finance learning for Kraft Foods and is responsible for leading global finance learning and development initiatives. This includes developing a global approach for learning that supports critical functional technical knowledge and skills. Additionally, he leads a global finance learning council that identifies the learning needs and prioritizes the development of technical training courses that address global requirements.

Fetta began his career with Kraft in 1980 and has held a variety of functional leadership positions, including plant controller at two locations, regional controller in the food service business, director of finance for human resources and facilities management and most recently director of controls for the global supply chain organization. He has lead finance learning since 2006 and has sponsored numerous on-boarding, training, recruiting and mentoring programs for the company throughout his career.

Fetta holds a B.S. in chemical engineering and an MBA in finance from the University of Notre Dame.


Michael Flentje
Managing Director
PricewaterhouseCoopers

Michael Flentje serves as a managing director in PwC’s public sector practice with more than 35 years of commercial and public sector experience leading delivery of large-scale solutions that address challenges in the human capital arena. He serves as senior program executive for all PwC support of the Department of Veterans Affairs Acquisition organization. Earlier in his career, Flentje served as a nuclear submarine force officer in the U.S. Navy. He held positions specializing in personnel training, maintenance and operations of highly complex and integrated shipboard systems, including a tour as commanding officer of the Navy’s most advanced fast-attack nuclear submarine.


Richard Garrison
Vice Chancellor
VA Acquisition Academy

Richard Garrison is the vice chancellor of the Veterans Affairs (VA) Acquisition Academy Program Management School, where he oversees the development of the VA program management workforce. The curriculum he manages includes competency assessment, classroom and online learning, coaching and mentoring, on-the-job qualification development, assignment-specific courses, training toward FAC-P/PM certification and continuing education. Prior to his position with VA, Garrison worked as a program management and systems engineering consultant for Strategic Systems Programs and the Department of the Navy’s Integrated Learning Environment. Garrison began his career as a submarine officer in the U.S. Navy, where his duties included division officer for auxiliary division, chemical and radiological controls officer, communications officer and tactical weapons officer. He received his bachelor's from Auburn University and his master's from the University of Houston.


Thomas Grant
Dean, College of Leadership and Professional Development
Ford Motor Co.

Thomas Grant is dean of the College of Leadership and Professional Development at Ford Motor Co. He is responsible for all aspects of leadership development, from setting strategy, to identifying development needs, to overseeing the delivery of leadership and professional development learning solutions.

Grant joined Ford in 1978. While at Ford, he has held a variety of positions in finance, HR business operations, and learning and development. He has a background in executive education and experience designing and launching global leadership initiatives.

Grant received his undergraduate degree from the University of Colorado and MBA with a concentration in finance from New York University.


Stephen Green
President, Graduate Programs
2tor Inc.

Stephen Green is president of graduate programs at 2tor Inc. He has dedicated his career to utilizing business as a vehicle for improving the landscape of education. After spending years as a part of The Princeton Review management team, he joined 2tor, where he established the company’s partnerships with the University of Southern California School of Social Work and Georgetown University School of Nursing. Green led 2tor operations for the USC partnership, helping both programs reach unprecedented quality and scale. He is an active member of NABSE and NCEBC.

Green earned his bachelor’s degree from the College of the Holy Cross and an M.A. and Ed.M. from Columbia University and Teachers College, Columbia University respectively.


Dr. Ernest Gundling
President & Co-Founder
Aperian Global

Ernest Gundling is a co-founder of Aperian Global, and has been involved with the organization since its inception in 1990. He acts as a senior Asia specialist and president of the company’s operations. His job is to assist clients in developing strategic global approaches to leadership, organization development and relationships with key business partners. He also coaches executives with global responsibilities and works with multicultural management teams to help them formulate business plans based upon strong mutual understanding and a joint commitment to execution.

Gundling is the author of numerous publications and is also a lecturer at the Haas School of Business at the University of California, Berkeley.


Pushp Deep Gupta
Managing Principal, Leadership and Talent Consulting
Korn/Ferry

Pushp Deep Gupta is a managing principal in Korn/Ferry International’s leadership and talent consulting business for Asia Pacific, based in the firm’s Singapore office. He is responsible for setting up a regional center of expertise, focusing on research specific to Asian executives and leaders, as well as building up the regional in-house and client capabilities of Korn/Ferry’s suite of leadership products.

Gupta leverages his experience as both an HR and organization development practitioner, as well as consultant and adviser to help clients design targeted leadership development interventions, including action learning programs, executive coaching and learning labs, among others.

Prior to joining Korn/Ferry, Gupta held a global role in Hewitt Associates’ leadership consulting business, advising clients in Singapore, India, Indonesia, Malaysia and Korea.


Kate Harrington
Vice President, Learning and Enablement
Rogers Communications Inc.

Kate Harrington is vice president of learning and enablement at Rogers Communications Inc. In this role, she leads on-boarding, initiative training, operational communications and knowledge management for Rogers Communications Inc.’s more than 43,000 front-line employees, dealers and third-party partners. With more than 15 years’ experience, Harrington has held senior positions in both learning and human resources.

Harrington is an accomplished human resources and learning professional with a track record of partnering with internal and external stakeholders to improve business results. She graduated from Western University’s Ivey School of Business MBA program with distinction, and was awarded the Ivey Scholar designation.


Scott Hobart
Senior Account Executive, North America Sales Capability
Procter & Gamble

Scott Hobart is a senior account executive, North America CBD Capability. He is a 27-year Procter & Gamble sales veteran with selling experience both in and outside the United States. For the past eight years Hobart has led P&G’s corporate sales colleges, which cover more than 2,000 sales employees across North America. He uses stories along with many other L&D methods to get his training to stick. P&G uses Metrics that Matter to measure the effectiveness of training, and Hobart’s colleges consistently score at or ahead of industry best-in-class learning effectiveness measures.


Nina Hollon
Executive Director, Director of Desktop Training
Morgan Stanley Smith Barney LLC

Nina M. Hollon is the director of desktop training and has worked in this capacity with Morgan Stanley Smith Barney and predecessor firms since 2008. In this role, she is responsible for strategic planning and implementation of all desktop or technology training and education programs. Her team works closely with the branches and end users, IT and the business to plan, design, develop and deliver training to the branches, home office and support teams. Additionally, Hollon develops specialized training curriculums including new hire programs, features and functionality training, and advanced programs such as practice management and productivity training. Her team supports 27,000 employees in more than 700 locations through the United States.

Hollon has worked in the brokerage industry in varying capacities over the last 23 years, all of which have contributed to her ability to create effective training programs in her current role. She has led and managed a divisional team of trainers, was a trainer herself for many years, and has also worked in the branch system, holding roles ranging from operations, to registered associate for a team, to branch administrator/management.


Shruti Kala
Senior Manager, Product Marketing
Saba

Shruti Kala is the senior manager, product marketing responsible for the Saba Learning Management Suite. She has 10 years of marketing across B2B and B2C brands and has led several sales and marketing teams across companies such as Citibank and Microsoft to drive business growth and product adoption. Kala holds a master's in business administration.


Greg Ketchum, Ph.D.
Co-Founder
TalentPlanet

Dubbed the “Frasier of the Cubicles” by the San Francisco Chronicle, Gregory A. Ketchum is co-founder of TalentPlanet and a former clinical psychologist turned CEO and a leadership and workplace expert. He provides executive coaching and team development and is the creator of the Coach-on-Demand Series Podcasts, an enterprise learning and development tool.

As an executive coach, Ketchum works with both executives and management teams. His skill set enables him to quickly assess a situation and identify specific skill development needs. These talents, in combination with his collaborative style of work enable him to jointly develop action plans with his clients, which increase their commitment to success and development. Ketchum incorporates his podcasts as a learning tool in his executive coaching assignments.


Kelly Kiathavisack
Learning and Development Manager, North America Sales Capability
Procter & Gamble

Kelly Kiathavisack is learning and development manager, North America sales capability, at Procter & Gamble (P&G). Upon graduation with an honors bachelor of business administration degree from the Schulich School of Business, York University, she began her career at P&G in Toronto. Kiathavisack has progressed within P&G’s customer business development function, having worked both externally, selling to various key Canadian customers including Sobeys, Zellers and Canadian Tire, and internally leading the development of strategic market plans across several major categories including skin care, health care, feminine care, baby care, food and pet. Kiathavisack serves as the learning and development manager supporting performance improvement of all North American sales personnel at P&G.


Sarah Kimmel
Director of Research & Advisory Services
Chief Learning Officer magazine

Sarah Kimmel oversees the research division of MediaTec Publishing’s Human Capital Media Group (HCM), where she develops and delivers research and analysis that is relevant and important to human capital leaders.

Before joining the company in 2012, she accrued more than 12 years of experience as a business research consultant on human capital projects at Accenture, specializing in the areas of training, learning, performance, leadership development and knowledge management. As a Learning Research Strategist on Accenture’s global Capability Development Strategy Team, she applied special expertise in the design, implementation and analysis of training and learning research, including qualitative and quantitative data analysis and human-capital program measurement strategy. Sarah’s credentials also include expertise in survey design and implementation.

She received a B.A. with distinction from Shimer College and attended graduate school in the Master of Arts Program in the Social Sciences (MAPSS) at the University of Chicago.


Kory Kogon
Global Productivity Practice Leader
FranklinCovey

Kory Kogon is the global productivity practice leader at FranklinCovey. She previously worked as a senior leadership consultant and the subject matter expert for the company’s Speed of Trust Practice.

Before joining FranklinCovey, Kogon spent more than 11 years with AlphaGraphics Inc., where she served almost five years as the executive vice president of worldwide operations. She was responsible for the teams helping franchisees start up their business, develop staff and reach profitability in a highly competitive, commodity-driven industry. She also led the implementation of ISO 9000, supervised the move of the corporate headquarters to Salt Lake City and managed the installation of the first company-wide global learning system. Previously, she worked in the hospitality industry, where she held executive positions in sales, sales management and training.

In 2005 Utah Magazine honored Kogon as one of the Top 30 Business Women to Watch in Utah.


Tom Kupetis
Vice President, Learning Services
Xerox

Tom Kupetis is vice president of learning services at Xerox. He has more than 18 years of experience providing management consulting and learning services to Fortune 500 companies. As part of Xerox Learning Services, Kupetis serves in a consulting, business development and account relationship management role. In his tenure with Xerox, Kupetis has cultivated and grown relationships with a myriad of clients, including American Express, Bausch & Lomb, Boeing, BP, Caterpillar, Campbell’s Soup, Credit Suisse, Eli Lilly & Co., Kraft Foods, John Deere, Johnson Controls, Levi Strauss, Microsoft and Zurich Financial Services. Prior to joining ACS, Kupetis was a vice president with Intellinex, a wholly-owned subsidiary of Ernst & Young.


Bob Lally
U.S. Navy Captain (Ret.), University Dean, Homeland Security
Colorado Technical University

Bob Lally is university dean of homeland security at Colorado Technical University. He is responsible for the strategic direction for all security university programs related to homeland, cyber, critical infrastructure, public safety and health. Lally guides the development of bachelor’s, master’s and doctoral degrees, as well as certifications and training programs for government contractors.

Lally’s active duty naval aviation career spanned 28 years, and he commanded in combat at multiple levels. His background includes a full spectrum of senior leadership and management from unit level organizations of some 200 people to 3,500 task force level.

Lally has an MS in national security from the National War College and a BS in industrial engineering from Georgia Institute of Technology. He is a graduate of the Executive Level Leadership School, Naval Post Graduate School in Newport, R.I.


Greg Lindamood
Senior Training Instructor
Santee Cooper

Greg Lindamood is a senior training instructor for Santee Cooper, the South Carolina electric and water utility. His primary duties are plant operations and electrical and instrumentation training, safety-related and OSHA-mandated training, and primary administrator for the Saba learning management system. He has been employed by Santee Cooper for six years. Formerly, he spent 24 years as an electronics technician in the United Sates Navy nuclear power program, retiring in June 2006. He holds a bachelor’s degree of applied sciences and technology in nuclear engineering from Thomas Edison State College.


Justin Lombardo
Vice President, Learning Institute, and Chief Learning Officer
Children's Medical Center of Dallas

Justin Lombardo is currently vice president, Learning Institute, and chief learning officer of Children’s Medical Center of Dallas. He was recruited to this role in January 2010 to create the Children’s Learning Institute, which will be responsible for aligning and optimizing the organization’s investment in education and training to help advance the strategic goals of the medical center. Lombardo will lead all the clinical and non-clinical education and training for the medical center. Prior to joining Children’s, Lombardo served for nine years as chief learning executive at Northwestern Memorial Hospital in Chicago. There he developed the NM Academy, which was responsible for the organization’s learning initiatives. Prior to this, Lombardo spent 15 years at Motorola University, where he managed various training and education functions globally and was one of the founding directors. Lombardo has also worked in higher education administration.


Greg Long
VP, Organizational Effectiveness
GP Strategies

Greg Long is vice president of organizational effectiveness at GP Strategies. He has more than 20 years of experience providing consulting services to numerous firms in the U.S. and overseas. His work has focused on improving organizational and individual performance through conceptualizing, designing and developing strategic solutions for various communities. These programs have resulted in increases in business results and individual performance measures.

Long’s experience includes numerous industries including aerospace, pharmaceutical, financial, retail and insurance. Representative projects include developing a comprehensive learning strategy coupled with a new business launch for Lowe’s and designing and developing an operator qualification system for Valero Energy.

Long has written numerous articles and presentations for national and international conferences and journals. He graduated with a BS in aerospace engineering from the United States Naval Academy and has a master’s in civil engineering from Texas A&M University.


Michelle Maldonado
Associate Vice President, Corporate & Strategic Relationships
American Public University

Michelle Maldonado is a former corporate attorney with more than 18 years of leadership experience in strategic planning, operations and partnership development across the Internet/technology, e-learning, and online media industries. She currently serves as associate vice president of corporate and strategic relationships for American Public University System and is the creator and editor of the Inspire Leadership Series. As a business leader, Maldonado shares the “how” of what she does to build successful, impactful and sustainable teams that contribute to an organization’s bottom line and the creation of inclusive, collaborative and innovative cultures. Utilizing an authentic and consultative approach, she also partners with industry organizations to form strategic alliances that support overall institutional growth strategies and leverage key academic resources to support talent development and engagement. Maldonado represents APUS in conferences and other venues on the topic of leadership authenticity and its natural convergence with emotional intelligence, mindfulness and other “conscious leadership” practices that inspire individual and workplace transformation. Her work has been featured in leading print and online media publications including Leadership Excellence, Chief Learning Officer and Training magazines, Human Capital Insights, as well as the Huffington Post and Online Career Tips blog sites.


Dorothy Martin
LearningLINK National Program Manager
Verizon Wireless

Dorothy Martin is LearningLINK national program manager at Verizon Wireless. She has more than 30 years of experience in designing and implementing learning and development programs within the telecommunications industry and the private education sector. Her background includes computer operations management and training as well as human factors engineering consulting with major system development projects.

For the past 20 years Martin has been involved in workforce training and development and has managed several corporate tuition assistance programs. To meet key business strategies at Verizon Wireless, she established a variety of opt-in customized onsite and online certificate and college degree programs. These educational opportunities are available to the company’s 79,000 employees and are funded through the corporate tuition assistance program. She combines deployment of these programs with rigorous measurement techniques to validate effective business impact.

Martin completed her MBA studies through an onsite college degree program she started at her worksite in Bellevue, Wash.


Jason McDowall
Director of Development, Learning and Enablement
Rogers Communications Inc.

Jason McDowall is director of development, learning and enablement at Rogers Communications Inc. In this role, he leads the design and development of all on-boarding and initiative training in blended modalities for Rogers Communications Inc.’s more than 43,000 front-line employees, dealers and third-party partners. With more than 15 years' experience, McDowall has held senior positions within the telecommunications and banking industries in Canada.

McDowall has extensive knowledge in partnering with external vendors to assess the best learning methodologies for his different audiences. Having led training groups in many different organizations, he can diagnose what is working, what needs to be changed and how to measure success.

McDowall graduated from York University with a bachelor of arts and has competed his certification in adult learning.


Dr. James McMichael
Acting President
Defense Acquisition University

James McMichael is acting president of the Defense Acquisition University (DAU), and has been a vice president since 2004. In that role, he is responsible for delivery of learning products through the DAU regions and the Defense Systems Management College, curriculum development, online learning programs, learning technology, and library services for a major Department of Defense corporate university.

Previously, McMichael served for 14 years as the director of acquisition education, training and career development in the Office of the Under Secretary of Defense for Acquisition, Technology and Logistics. From 1987 to 1990, he served as the technical director for the Navy Personnel Research and Development Center in San Diego. Prior to that position, McMichael served as the special adviser for manpower, personnel and training with the Office of the Chief of Naval Operations. He has also served as the chairman of the psychology department at Long Island University, where he taught for eight years.

McMichael is a graduate of Princeton University and received his advanced degrees at the University of Delaware. He was a fellow in the Woodrow Wilson School of Public and International Affairs at Princeton University in 1982 to 1983.


Koreen Olbrish
Senior Product Manager, lyndaCampus
lynda.com

Koreen Olbrish, senior product manager for lyndaCampus at lynda.com, is passionate about helping people learn more effectively. She advocates new ways of using technology for organizational learning, with an emphasis on performance improvement and behavioral change. Olbrish has strong ties to education, having received her MS in curriculum and instruction from Penn State University. She helped start Freire Charter School in 1999, and founded Tandem Learning in 2008 to demonstrate the untapped potential of immersive learning design. An internationally recognized speaker and organizational consultant, Olbrish teaches graduate courses at Harrisburg University, writes the blog “Learning in Tandem,” and wrote the upcoming book Immersive Learning.


Dan Pontefract
Head of Learning and Collaboration
TELUS

Dan Pontefract is responsible for the overarching learning strategy for Telus. He has driven a philosophical and cultural shift in the way Telus views and experiences learning called Learning 2.0 — the shift to a social, informal and formal learning and collaboration model for all 35,000-plus team members. In addition to this, Pontefract founded and chairs the Telus 2.0 Adoption Council, a cross-functional group of leaders aimed at helping drive a culture of collaboration and engagement across the organization. He was recruited by Telus in 2008, having previously held senior positions with SAP, Business Objects, Crystal Decisions and the British Columbia Institute of Technology. In 2010, Pontefract was acknowledged by Chief Learning Officer magazine as a Vanguard Award winner and by the Corporate University Best in Class Awards as Leader of the Year. He has both corporate and academic career experience, coupled with an MBA, a B.A. and a B.Ed.


Mike Prokopeak
Vice President, Editorial Director
Human Capital Media Group

Mike Prokopeak is editorial director of MediaTec Publishing Inc. Mike directs content for the CLO Symposium live conference series, the CLO Breakfast Club programs and all MediaTec magazines, as well as the e-Seminar series, research initiatives and special projects.

Mike brings a wide range of experience in journalism, publishing, and marketing along with a proven track record of editorial achievement to MediaTec. After joining Northern Arizona’s Mountain Living Magazine in Flagstaff (Ariz.) as a reporter, he worked his way up to editor in chief, eventually taking on general manager responsibilities for the magazine and its sister publication, Flagstaff Live, both owned by Pulitzer Newspapers Inc. He directed the editorial, design, advertising, and events departments and successfully led a complete redesign of the publications. Mike has also worked with leading educational publishing companies, including Houghton Mifflin Company and the Great Books Foundation. A former teacher and Peace Corps volunteer, Mike brings in-depth experience in continuing education and training to MediaTec.


Thomas Quinn
Program Manager, College of Leadership — FMC University
FMC Technologies

Thomas Quinn is an organizational development professional with nearly 30 years of focused experience in the areas of change management, organizational design, talent management and facilitation. He serves as program manager of the College of Leadership at FMC University, part of FMC Technologies. Quinn holds an MSIR degree from Loyola University and has worked both as an internal and external OD consultant and manager for several Fortune 500 companies.

Prior to coming to FMC, Quinn was the manager of organizational development for Rolls-Royce North America. In this role, he established the OD function for the manufacturing, defense and R&D businesses.


Elizabeth Rayer, Ph.D.
Principal and Director of Corporate Education
Vantage Partners

Elizabeth Rayer is a principal and director of corporate education at Vantage Partners. She brings expertise in negotiation, influence, change management, organizational development and instructional design. Rayer’s work has been concentrated on enabling organizations to have a sustainable, positive impact on their bottom line by more strategically and effectively working with, and managing relationships with, internal and external stakeholders. Her work has ranged from designing and implementing organization-wide change initiatives to designing large-scale learning and skill development programs.

Prior to joining Vantage Partners, Rayer was the CEO of BPYI Inc., a health and wellness company, where she achieved increased, sustainable growth by developing partnerships both domestically and internationally. Before that, as managing principal of Elevation Strategies, she consulted for organizations on relationship management, leadership and operational effectiveness issues. Additional positions Rayer has held include chief knowledge officer for Thinking Sun Inc., a consultant with DBM and adjunct professor of psychology at St. Joseph’s University in Philadelphia. Rayer earned her Ph.D. in psychoeducational processes from Temple University.


Teresa Roche
Vice President and Chief Learning Officer
Agilent Technologies

Teresa Roche is vice president and chief learning officer at Agilent Technologies Inc. In this role, she is the lead architect and portfolio manager for the company’s leadership development products.

Previously, Roche held the position of vice president of human resources at Grass Valley Group in Grass Valley, Calif., where she served as chairman of the American Electronics Association’s National Human Resources Committee. Additionally, she worked at Hewlett-Packard in several executive human resources positions.

Roche has a Ph.D. in educational technology, a master’s degree in counseling and personnel services and a bachelor’s degree in education and interpersonal and public communications, all from Purdue University. In 2005, she was named as one of the Old Masters at Purdue, and in 2009, she received the Distinguished Alumni Award from the College of Education at Purdue.

Roche serves on the executive committee for the Conference Board Council for Learning, Development. She is also a member of the Dean’s Advisory Committee for the College of Education at Purdue University. Previously she was a member of the executive board of the Best Practice Institute.


Myshel Romans
Director, Professional Development
Ashford University

Myshel Romans is the director of professional development for Ashford University. She is a talent management and communications professional with more than 12 years of experience in learning and development. Prior to coming to Ashford University, Romans was the global learning and development manager for Callaway Golf. She created and managed global organizational development programs focused on corporate orientation and on-boarding, employee and management development, coaching, team-building, leadership programs and cultural change efforts.


Dr. Allison Rossett
Professor Emerita
San Diego State University

Allison Rossett, professor emerita of educational technology at San Diego State University, co-authored Job Aids and Performance Support: Moving from Knowledge in the Classroom to Knowledge Everywhere and a second edition of her book, First Things Fast. She edited The ASTD E-Learning Handbook: Best Practices, Strategies, and Case Studies for an Emerging Field. She also wrote a white paper for the American Management Association, “Blended Learning Opportunities” and another on learner engagement for Adobe Systems. She is the author of four award-winning books, including Beyond the Podium: Delivering Training and Performance to a Digital World and First Things Fast: A Handbook for Performance Analysis. Rossett’s articles include “Ode to Mobile Performance Support,” “Moving Your Class Online,” "Confessions of a Web Dropout," and “Training and Organizational Development, Siblings Separated at Birth.” Her client list includes IBM, HP, the Getty Conservation Institute, Fidelity Investments, Kaiser Permanente, BP, the IRS, Amgen, Royal Bank of Scotland, USAA, National Security Agency, Transportation Security Administration and many start-ups. She has conducted research and published articles on needs analysis, learner engagement, on-demand learning and support, and performance support.


Alan Rubin
Manager, EMG Training Delivery and Development
CenturyLink

Alan Rubin is manager of EMG training delivery and development at CenturyLink. His career began with Bell System in sales and marketing, where he ranked in the top 5 percent consistently. Later he became the manager of the executive education showcase “Network of the Future” for AT&T.

Following AT&T, Rubin joined professional education firm Telecommunications Research Associates. Serving as director of custom learning solutions, he designed and delivered custom courses for Motorola, AT&T, BellSouth, Verizon, Cisco and other clients. Rubin then created Useful Knowledge LLC to bridge the knowledge gap between those who engineer telecommunications technology and those who sell, buy, use, regulate or legislate it.

Rubin manages a team responsible for delivery and development of training programs spanning sales, systems, process and customer care for CenturyLink, the third largest telecommunications and information services provider in the U.S.


Figin Seng
Regional Head of Learning and Talent Development
Estee Lauder Cos.

Figin Seng is the regional head of learning and talent development for Estee Lauder Cos. (ELC) in Asia-Pacific. With 18 years of leadership experience in organizational development, talent management, consultancy and leadership development, Seng has served clients across public and private sectors in transportation, hospitality and travel, finance and banking, FMCGs, health care, manufacturing, electronics and energy. Responsible for creating and sustaining a long-term learning and talent development strategy for ELC, she has created several cutting-edge programs, including the APAC Leadership Institute, Talent Assessment Council and ELC’s nine-month transformative leadership program, among others. Prior to ELC, Seng ran her own consultancy firm offering HR consulting and talent and leadership management while concurrently acting as head of human capital of Clearstate. Seng has held advisory roles with new consulting startups and is a frequent speaker for leadership and talent management forums.


Pete Steinberg
Principal Consultant
Innovative Thought

Pete Steinberg has been working with organizations for almost 15 years, helping clients create more effective organizations. His expertise is working with smart and creative people in dynamic environments. Steinberg has provided consulting in strategic planning, marketing, innovation and organizational development to clients. He is a master facilitator and instructor and works regularly as an executive coach for senior executives. Steinberg is also the head coach of the six-time national champion Penn State women’s rugby team and the U.S. women’s rugby team.


Peter Stout
Senior Research Forensic Scientist
RTI International

Peter Stout is a senior forensic scientist at RTI International, is a member of the North Carolina Forensic Sciences Advisory Board and the director of the online Forensic Education Program, transforming the development of more than 20,000 forensic professionals worldwide. This online-enabled program has been embraced by the global forensic professional audience, becoming the leading online resource of its kind serving the forensic sciences community.


Daniel A. Szpiro
Dean
Jack Welch Management Institute

Daniel A. Szpiro is dean and academic leader of the Jack Welch Management Institute at Strayer University. He is an award-winning teacher and expert on financial management, including the areas of management accounting, capital budgeting, post-investment review and the balanced scorecard. Szpiro has published on the topic of integrating capital budgeting and corporate strategy, and has published teaching material on the use of the case method that has been adopted by universities around the world. He earned a BS from the University of Waterloo, an MBA from Queen’s University, an MS in international accounting and finance from the London School of Economics and a Ph.D. from the Richard Ivey School of Business at the University of Western Ontario.


Maria Taylor
Managing Director, Penn State Executive Programs, Smeal College of Business
Penn State

Maria Taylor is the managing director of Penn State Executive Programs. She works with clients to build strategy, leadership and organizational capability. Taylor combines strategic and financial acumen with organizational and leadership development to build the processes, systems and talent required for rapid and profitable growth. She has worked with clients in strategic and market planning, talent and learning systems design, and executive education. Taylor co-authored Human Resource Transformation and The Strategic Human Resource Leader: How to Prepare Your Organization for the 6 Key Trends Shaping the Future.


Diana Thomas
Vice President of U.S. TL &D, Hamburger University
McDonalds Corp.

Diana Thomas serves as U.S. vice president of training, learning and development for McDonald’s USA. She and her team are responsible for developing and executing McDonald’s restaurant training curriculum at Hamburger University, the company’s global training center.

Under Thomas’ leadership, McDonald’s continues to rank on the Top 125 list of the most elite Fortune 500 companies for training and learning development by Training Magazine. Her direction of U.S. training is helping to build the pride, culture and business results of McDonald’s USA by focusing on successful, consistent operations training systems and standards for all U.S. restaurants, restaurant managers and crew employees.

Thomas began her career as a restaurant crew member in 1979, and has since held a variety of positions in key business areas. She is a member of the American Society for Training and Development, an advisory board member for the American Council on Education and a member of Tri-City Family Services’ board of directors.


Chris Tratar
Senior Director, Product Marketing, Talent Management
Saba

Chris Tratar is senior director, product marketing, at Saba Software. He has been in the enterprise software industry for more than 15 years, bringing to market several industry-leading solutions with Taleo, Vista Technology Group and JD Edwards. In his current role for Saba’s talent management solutions, Tratar studies the trends in talent management processes and technologies that help organizations build high-performance workplaces, such as social performance, on-boarding, development-driven performance, talent mobility and workforce planning, and builds performance-driven cultures to drive business results. He holds a bachelor of arts degree in communications and business from DePaul University in Chicago.


John Tustin
Operations Director for Competence Solutions
Petrofac Training Services

John is a Competence Consultancy Director for Petrofac Training Services, which provides training and competence for the oil and gas sector. John is responsible for business development in the areas of global work force competency and related training management solutions for IOCs and NOCs. He has project managed the implementation of competency systems, including their own SkillsXP software into several global O&G companies. John is a physicist with extensive management, commercial and technical experience gained across utility oil gas and defence sectors. John is married with two daughters.


Gary Vaynerchuk
Co-Founder, VaynerMedia
Best Selling Author, The Thank You Economy

Gary Vaynerchuk is the former director of operations at Wine Library in Springfield, N.J., and grew his family wine business from $4 million to $60 million in five years. He is the author of CRUSH IT! Why NOW Is the Time to Cash In On Your Passion and The Thank You Economy. Vaynerchuk has spoken on personal branding, social media and marketing at conferences such as FOWA, Strategic Profits and South By Southwest. He was the youngest winner of Marketwatch's Business Award at age 27 and was named to the Silicon Alley 100 and the 101 Most Influential People in New Jersey. In the spring of 2009, Gary and his brother AJ launched VaynerMedia, a new breed of agency that helps Fortune 500 companies like Campbell Soup Company, PepsiCo, Green Mountain Coffee, the NY Jets, the NHL and the NJ Nets find their social media voices and build their digital brands.


Charles Welsh
Senior Director
ConnectSolutions

Charles Welsh is senior director at ConnectSolutions. He has spent his career helping companies achieve learning objectives. He leverages deep understanding of how business works to create strategies that deliver client value.


Gary Whitney
VP, Learning & Brand Service Consulting AMER
InterContinental Hotels Group

Gary Whitney is vice president of global hotel learning at Intercontinental Hotels Group (IHG), which owns, manages, leases or franchises, through various subsidiaries, more than 4,500 hotels and more than 650,000 guest rooms around the world. He has been with IHG for the past 12 years in various facilitation, design, and learning leadership roles. Whitney holds an MS from Purdue University and a BS from Southwest State University.


Wayne Williams
Manager of Professional Services for Channel and Certification
SMART Technologies

Wayne Williams is manager of professional services for channel and certification at SMART Technologies, a provider of interactive white boards. He has the responsibility of leading the direction and strategy for SMART’s channel training and customer certification programs globally. His team of learning designers and instructional technologists has been recognized as a Top 100 training organization by E-learning Media Group. The training team at SMART has also been awarded several Hermes International awards for their work with LMS usability and e-learning design under Williams’ guidance. Before working at SMART, he worked as a training manager for one of the world’s largest security companies. He has more than 16 years of experience in training and professional development.


Colen Willis
Director, IT Operations
CSC (Computer Sciences Corporation)

Colen Willis is the director of information operations/information technology programs and the Colorado Springs director of operations for CSC. He served 28 years in the U.S. Army in various command and staff positions and retired in 2002. He joined CSC and has worked as a senior analyst, program manager and account director over the last 10 years in space and missile defense programs. Willis graduated from the United States Military Academy in 1974, has master’s degrees in computer science and strategic resource planning and is pursuing a master’s degree in theology.


Kathy Woods
Senior Partner, Leadership and Talent Consulting, Global Leader, Leadership Development
Korn/Ferry

Kathy Woods is a senior partner for Korn/Ferry Leadership and Talent Consulting. She is also the global leader for leadership development, based in the firm’s Toronto office.

An expert in organizational development, with a specific emphasis on executive and team development, individual assessment and business strategy, Woods has served clients in the pharmaceuticals, telecommunications, retail and industrial sectors. She brings more than 20 years of business consulting and change management experience for leading corporations to Korn/Ferry.
Prior to joining the firm, Woods headed the Canadian consulting group of a well-known human capital consulting firm.

She oversaw assignments in assessment and selection, leadership development, learning and organization effectiveness, doubling the size of the practice in three years.

Previously with Accenture, Woods led its change management practice for a Canadian market unit. She has extensive international experience, including an executive assignment to Accenture in the Philippines.


Kee Meng Yeo
Director, Enterprise Talent Development
Amway

Kee Meng Yeo leads Amway’s Global Talent Management function. He is responsible for performance management, leadership development, leadership succession management, new hires, and learning and development, including the Learning Center and Career Resources Center. He also oversees the Global Employee Opinion Survey, global mobility and expatriate matters, as well as diversity and inclusion.

Yeo joined Amway in February 2008, and has more than 25 years of human resource and talent development experience with both domestic global corporations. His areas of expertise are in strategic organizational change, talent development and global cross-cultural business communications.

Yeo held previous positions at Unilever and Johnson & Johnson, as well as with Pharmacia, Monsanto and Dow Chemicals. At Johnson and Johnson, he conceptualized and established the company’s first virtual corporate university, stressing collaborative learning worldwide.

Yeo has co-authored numerous papers in peer reviewed journals and is an executive committee member with the Grand Rapids Southeast YMCA’s board of directors. He also serves on the advisory boards of the Stevens Institute’s WebCampus as well as the Maine School of Business at Davenport University. In addition, he is on the editorial board of Training Industry Quarterly.


Madelyn Yucht
Vice President, Performance Excellence
Linkage

Madelyn Yucht brings a range of experience to her clients as an academic, entrepreneur and consultant. She has more than 25 years of experience in transformative change management and organizational development. Yucht works with organizations to connect the dots between learning and strategy to achieve critical objectives. Her client work spans public, private and nonprofit sectors, domestically and internationally.

Yucht obtained a master’s degree at Harvard University where she attended the Harvard Business School and Kennedy School of Government. She remained at Harvard Business School to manage an extensive research project to determine what would position companies to be world class in the 21st century global economy.


Gabe Zichermann
CEO
Gamification.co & Dopamine Inc.

Gabe Zichermann is the chairman of the Gamification Summit, where thought leaders in this industry gather to share knowledge and insight. Zichermann is also an author, public speaker and entrepreneur whose book, Gamification by Design, looks at the technical and architectural considerations for designing engagement using games concepts. His previous book, Game-Based Marketing, looked at innovators who blend the power of games with brand strategy. Zichermann is a board member of StartOut.org, adviser to a number of startups and facilitator for the Founder Institute in Manhattan.



fall-2012-clo-symposium

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