Cheif Learning Officer Solutions for Enterprise Productivity

CLO Symposiums

Game-Changing Learning: Development for the New Normal

Wednesday, October 12, 2011 - Friday, October 14, 2011


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.

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.

Josh Blank
Senior Vice President and General Manager

Josh Blank co-founded the Internet services agency PopArt in 1997 and, under his leadership, the company quickly became the fifth-fastest-growing technology firm in the state. At PopArt, He created an employee-focused workplace that was named the third best place to work by Oregon Business magazine. Additionally, Blank co-founded Eleven Wireless, which provides on-demand software to centrally manage broadband networks for hospitality providers.

Carie Blum
Program Manager, Learning Solutions & Applications
Xerox Corporation

Carie Blum has been an employee of Xerox Corp. for more than 13 years. As the program manager of learning solutions and applications in the global learning services group, Blum is responsible for the Virtual Classroom Program. Her responsibilities include global deployment, training and adoption, creating course content, managing a quarterly scorecard, and maintenance and support of the various technologies utilized within the Virtual Classroom Program.

Blum holds a master’s degree in management information systems from State University New York at Oswego and is a Ph.D. candidate in applied management and decisions science/knowledge and learning management from Walden University.

Stacey L.T. Boyle, Ph.D.
Vice President, HCM Advisory Group
Human Capital Media

Dr. Stacey Boyle is vice president of research and advisory services for MediaTec Publishing Inc. Boyle has extensive experience in strategic consulting, program and product evaluation, assessment, measurement and product development. Prior to joining MediaTec, Boyle was vice president of client services at Element K and senior director of blended learning services at SkillSoft. Additionally, she served as a practice director for Thomson NETg’s evaluation services. During her career, Boyle has served as a program evaluator for the National Aeronautics and Space Administration; a training evaluator for Andersen Consulting (Accenture); and a director of training for Platinum Technology (Computer Associates). She has taught a variety of courses, such as advanced statistical concepts, tests and measurement, and introduction to psychology. Boyle has numerous publications in the area of workplace learning. She holds a B.A. in psychology, an M.S. in psychometry and a Ph.D. in educational research and evaluation from Oklahoma State University.

Valerie Brantley
Associate Director
Procter & Gamble

Valerie Brantley is the associate director for Procter & Gamble’s (P&G) North America Sales Capability Organization. She has 19 years of direct line sales experience at P&G in sales management, sales operations, global category strategic planning and sales training expertise. Career achievements include managing complex customers and delivering accelerated growth, delivering innovation initiatives, deploying P&G’s first global selling process utilized by all nine selling organizations, and integrating a measurement system across sales training that is exceeding corporate ROI goals and delivering in the top 25 percent of external global best-in-class training organizations.

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.

Allyson Carter
Senior Director, Design
McDonald’s USA LLC

Allyson Carter is the senior director of design for McDonald’s USA LLC within U.S. training, learning and development with responsibility for the design and development of curriculum for restaurant crew, managers and mid-managers.

Carter began her career at McDonald’s in 2001 as an instructional designer. She sets the vision for the curriculum for training the crew, restaurant management and mid-management in the U.S. system. She serves as a member of the TL&D leadership team, providing input on strategic direction.

In 2009, Carter was named one of the Top Ten Young Trainers according to Training magazine. She is a past recipient of the McDonald’s President’s Award, and the McDonald’s Eagle Award on two different occasions. Carter holds an M.A. degree in human resource development and administration, and a B.S. degree in hotel administration.

Stephen M.R. Covey
Bestselling author, The Speed of Trust
Franklin Covey Thought Leader

Stephen M. R. Covey is a sought-after speaker and adviser on trust, leadership, ethics and high performance. He is the author of The Speed of Trust, which challenges the assumption that trust is merely a soft, social virtue and instead demonstrates that trust is a hard-edged economic driver. Covey is dedicated to enabling individuals and organizations to reap the dividends of high trust. He is the former CEO of Covey Leadership Center, which, under his stewardship, became the largest leadership development company in the world. Covey led the strategy that propelled his father's book, Dr. Stephen R. Covey's The 7 Habits of Highly Effective People, to one of the two most influential business books of the 20th century, according to CEO Magazine. A Harvard MBA, he joined Covey Leadership Center as a client developer and later became national sales manager and then president and CEO. The company was valued at only $2.4 million when Covey was named CEO, and, within three years, he grew shareholder value to $160 million in a merger he orchestrated with then Franklin Quest to form FranklinCovey.

Jay Cross
Internet Time Alliance

Jay Cross is a champion of informal learning, Web 2.0 and systems thinking. His calling is to help business people improve their performance on the job and satisfaction in life. He has challenged conventional wisdom about how adults learn since designing the first business degree program offered by the University of Phoenix three decades ago. Cross is the co-author of Implementing eLearning and The Working Smarter Fieldbook. Every day, thousands of people read his blogs, “Internet Time” and “Informal Learning Blog.” Cross is a graduate of Princeton University and Harvard Business School.

Rick j. Crowley
Vice President, Learning Innovation
ACS, A Xerox Company

Rick j. Crowley is the vice president of learning innovation at ACS. He has been applying his experience and background to re-engineer learning systems for the past 15 years. Crowley’s background in enterprise application development, deployment and management is the foundation beneath his business model, which influences not only a corporation’s own learning systems deployment, but also customers, learning partners and industry learning systems vendors.

Crowley has experience consulting with executives in both setting knowledge management strategies and implementations of knowledge, learning and talent management. He spent three years at NetApp revamping its LMS and worked on Cisco’s e-learning implementation project.

Crowley previously worked at Oracle Corp. As director of technology training, he was responsible for providing training to the sales organization. Before Oracle, he managed applications development projects that include payroll systems and manufacturing.

Edward L. Deci, Ph.D.
Professor of Psychology
University of Rochester

Edward L. Deci is professor of psychology and Gowen Professor in the Social Sciences at the University of Rochester, where he is a member of the Human Motivation Program in the department of psychology. He holds a Ph.D. in psychology from Carnegie-Mellon University, studied at the University of Pennsylvania (Wharton School), the University of London (London School of Economics) and Hamilton College. He was an interdisciplinary postdoctoral fellow at Stanford University.

For 40 years Deci has been engaged in a program of research on human motivation that has led to and been organized by self-determination theory. He has published 10 books. A grantee of the National Institute of Mental Health, the National Institute of Child Health and Human Development, the National Science Foundation, and the Institute for Education Sciences, and a fellow of the American Psychological Association and the American Psychological Society, Deci has lectured and consulted for corporations, public school systems, mental health agencies, universities and governmental bureaus around the globe.

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.

Lance Dublin
Chief Solution Architect
Dublin Consulting

Lance Dublin is an independent management consultant, author and speaker based in San Francisco and serving clients worldwide. He applies his expertise in strategy development, program design, change management and organizational development to revitalizing organizational learning through the application of new technologies and approaches, implementing large-scale change and transforming learning organizations. Dublin brings to his work more than 30 years of experience in adult education and training, communication and change management, organizational design and development, new technologies and business re-engineering.

Dublin has worked across a wide range of industries, including financial services and insurance, technology and information services, pharmaceutical and health care, oil and gas, chemical, communications, hospitality and food services, and both the government and non-governmental agencies.

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.

Jess Elmquist
Vice President, Life Time University
Life Time Fitness

Jess Elmquist is currently the vice president of Life Time University at Life Time Fitness, a publicly traded Healthy Way of Life Company. Elmquist is in charge of casting, recruiting, training, leadership development and curriculum writing for all divisions. Life Time Fitness has 87 locations in 21 states and more 18,000 team members. Elmquist is an expert public speaker and master-level teacher. He is a frequent guest lecturer on motivation, leadership, talent development and mission creation.

Michael Flentje
Managing Director

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.

Elisa Glazer
Director, Learning and Development
Office Depot

Elisa Glazer, director, learning and development at Office Depot, has 15 years of experience in developing and implementing talent management approaches for building capability and maximizing organizational performance. In her current role she has responsibility for defining and deploying the learning and development strategy for achieving Office Depot’s business priorities and desired culture. Prior to joining Office Depot in 2008, Glazer worked with the Hay Group as a leadership and talent consultant. She holds an M.A. and Ph.D. in industrial/organizational psychology from Baruch College, City University of New York.

Melissa Goodwin
Director, Partnership Professional Development
Ashford University

Melissa Goodwin inspires audiences to think about transformative leadership and inventive collaboration. As the director of professional development at Ashford University, she develops and delivers modern, compelling curriculum built for the future of learning and talent management leaders. Goodwin is skilled in coaching, corporate training and leadership development industry-wide. As an experienced executive lifestyle coach, specializing in designing visionary learning solutions for Fortune 500 companies, she captivates the attention of leaders to create change. Her work ranges from developing and leading to keynote speaking on leadership programs, culture change, training and workshop facilitation, team-building, internal coaching and employee engagement. Goodwin's prior experience includes management of coaching and learning development at Taylormade-Adidas, authoring and leading the organization-wide people development programs at Bridgepoint Education and engaging hundreds of people in creating their own life-development system at the luxury personal development company Lifebook. She presents at international and national conferences each year such as ASTD, Chief Learning Officer Symposium, Talent Strategies, IVentiv, SHRM and more.

Jane Hart
Centre for Learning & Performance Technologies

Jane Hart is an independent consultant, speaker and writer. She is an internationally known specialist in the use of social media for learning and working. Hart works with organizations all around the world helping them with new social and collaborative approaches to working and learning, including how to set up and sustain online learning communities and enterprise networks.

Vance Hitch
Deputy Assistant Attorney General and Chief Information Officer
Department of Justice

Vance Hitch has more than 36 years of experience in leading government organizations through major change initiatives. He has served as the deputy assistant attorney general and chief information officer of the Department of Justice (DOJ) since April 2002. At DOJ, he is responsible for leading and implementing the acquisition and management of information technology. Prior to coming to the DOJ, Hitch was a senior partner with Accenture. He holds a master of systems management degree and a bachelor of science in physics and has served in the U.S. Navy, attaining the rank of lieutenant.

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.

Larry Israelite, Ph.D.
Vice President and Manager, Human Resource Development
Liberty Mutual

Larry Israelite manages the unit responsible for developing methods, tools and training that support the identification, management and development of employees at all levels of the organization. His areas of responsibility include companywide HR practices, such as performance management and succession planning, management and executive development, training product design, and learning technology research and development. Israelite joined Liberty Mutual in 2006. Before that, he held learning management positions in a variety of industries and worked for Pitney Bowes, the Forum Corp., John Hancock Financial Services, Oxford Health Plans and the Digital Equipment Corp. He has worked in all instructional media, but has always focused on how technology can be used to enhance the effectiveness, efficiency and impact of learning. Israelite is the editor of Talent Management: Strategies for Success From Six Leading Companies and Lies About Learning and has contributed chapters to three books. Israelite is a graduate of Washington College, and he received both a master’s in instructional media and a Ph.D. in educational technology from Arizona State University.

Jon R. Katzenbach
Leading Outside the Lines

With more than 45 years of consulting experience, Jon Katzenbach is a recognized expert in organizational performance, collaboration, corporate governance, culture change and employee motivation. He launched and now leads the Booz & Company’s Katzenbach Center, which focuses on taking innovative ideas in organization beyond best practice.

Katzenbach and Zia Khan’s new book, Leading Outside the Lines, discusses how leading enterprises can accelerate behavior change and performance by mobilizing the informal elements of their organization to complement the formal.

Katzenbach graduated with distinction from Stanford University with his bachelor’s in economics. He received an MBA from Harvard University, where he was a Baker Scholar. He also served in the U.S. Navy during the Korean War.

Kimo Kippen
Chief Learning Officer
Hilton Worldwide

Kimo Kippen is the chief learning officer at Hilton Worldwide. In this role, he is responsible for strategic oversight of learning and development at Hilton Worldwide, based in McLean, Va.

Previously, Kippen was responsible for the Center of Excellence for Learning at Marriott International. Before this, he led management engagement for the enterprise of Marriott International. Further, in a previous role, Kippen was vice president of human resources for Renaissance Hotels and Resorts, North America. He has also served as the vice president of HR design and practice leader for learning of Marriott International.

Kippen has worked for Marriott for a total of 21 years, starting in various food and beverage positions and subsequently moving into training roles for both North American and international lodging. Before joining Marriott, he spent more than six years working in a private business based in Rome and Monte Carlo, where he established training for a fast-food franchise company and assisted the owner in group consolidations and mergers.

Kippen holds an M.S. in career and human resource development from Rochester Institute of Technology, a B.S. from the University of Hawaii, and is a graduate of the Gestalt Institute of Cleveland's Post Graduate Program. He served as the chairman of the board of American Society for Training & Development in 2007 and served as a member of the ASTD Public Policy Council. He led ASTD’s Metro Washington, D.C., chapter, serving in the role of president and past president.

Kippen serves on the board of directors of the Council for Adult & Experiential Learning and the Asian and Pacific Islander American Scholarship Fund. He is an adjunct professor at Catholic University, facilitating the HR learning and development class for the university’s master’s program in human resources. Kippen was awarded with the honor of Faculty of Year in 2010.

David Koehn
Product Strategy for People Learning

David Koehn leads Saba’s strategic direction in mobile, analytics, social learning and platform development. His 10 years of experience in strategy, innovation and product management in mobile, enterprise and cloud services spans multiple start-ups and several public companies. He began his career as a teacher, graduated to guiding corporate education services, and evolved into starting and leading venture-funded start-ups.

Koehn’s experience with productizing analytics started with the data visualization of patents and patent citation analysis via Crystal Reports, Spotfire and Themescape at Aurigin Software. He championed quantitative data and value-based product management throughout his career. At Saba, Koehn is spearheading the ongoing development of the Saba Analytics Module, an add-on to the Saba People Cloud.

Kory Kogon
Global Practice Leader
Franklin Covey Co.

Kory Kogon is the global practice leader for Franklin Covey Co.’s productivity practice. Before this role, she was a senior leadership consultant and subject matter expert for the company’s speed of trust practice for five years. Her clients include companies across a wide variety of for-profit industries as well as agencies in the federal government.

Kogon spent more than 11 years as the executive vice president of worldwide operations for AlphaGraphics Inc., a printing franchise. In 2005, she was honored as one of the “Top 30 Women to Watch” by Utah Business Magazine.

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.

Alan A. Malinchak
Executive Advisor, Talent and Learning Practice

Alan A. Malinchak is the executive adviser, talent and learning practice at Deltek. He is responsible for client-facing engagements involving initial assessment and analysis of needs/decision making/formulation plans; the design, development and implementation of human capital solutions involving change management, employee engagement and retention; blended learning; and structuring corporate university curriculums through Deltek University. Malinchak conducts keynotes, leadership development seminars/workshops and consultations regarding the administration and operation of corporate universities.

Malinchak is also CEO of Eclat Transitions LLC and STRATactical LLC. He was chief learning officer at Homeland Security Solutions Inc. and business development executive for e-learning and instructor-led training programs and initiatives; and VP/CL at ManTech International, where he founded, developed, implemented and led the administration and operation of its first corporate university, ManTech University. From 1984 to 2004, Malinchak was an FBI special agent and served in other leadership roles with the FBI.

Throughout his career, Malinchak held a variety of academic positions, including as a tenured associate professor, St. Thomas Aquinas College, as well as former adjunct professor positions at the University of Virginia and both a graduate and undergraduate adjunct professor at George Mason University.

Learning awards recognizing Malinchak’s contributions to learning and development include a 2012 Bronze Learning In Practice Award from Chief Learning Officer magazine for Excellence in Blended Technology, certificates of merit for Excellence in eLearning and Excellence in Content from Chief Learning Officer magazine, a 2012 United States Distance Learning Association 21st Century Best Practices in Distance Learning Award and more.

Susan Minaya
Chief Operating Officer
Minaya & Associates

Former executive director of AAA University, Susan Minaya is the COO and partner of Minaya & Associates, a corporate learning services company. She has 25 years of learning and development experience as a learning executive, instructional designer and instructor working in a variety of industries including telecommunications, medical device manufacturing, software development, financial services and insurance.

Minaya holds a master’s in education in e-learning technology and design and a Strategic Professional in Human Resources (SPHR) certification from the Society of Human Resource Management.

Guido Minaya
Senior Learning Consultant
The Training Associates

Guido A. Minaya is a senior learning consultant with The Training Associates. His experiences include L&D leadership responsibilities in regional and multinational firms; strategic planning; design of boot-camp channel training initiatives; and implementation of learning infrastructures to support traditional and virtual design and delivery. He was the lead executive in establishing an Asia/Japan training services organization for a global consulting firm and was chief learning officer for a global learning services firm supporting several Fortune 500 clients. As a learning leader, he has led centralized and decentralized learning organizations that have leveraged full-time employees and variable staffing models. Minaya has also delivered courses in a master’s level program about training a global workforce.

Minaya holds an MBA with an international focus from Vanderbilt University and a doctorate in higher education administration from the University of Pennsylvania.

Mary Morand
Senior Vice President and Director of Leadership Development and Talent Management
U.S. Bank

Mary Morand is senior vice president and director of leadership development and talent management at U.S. Bank. Morand’s career includes 25 years of experience in training, performance consulting, leadership development and talent management. In her current roles she partners with leaders to apply strategic talent management practices to business challenges. Morand also serves as an executive coach. She has a master’s degree in executive human resource development from Xavier University.

Bob Mosher
Global Chief of Learning Strategy and Evangelism
LearningGuide Solutions

Bob Mosher joined LearningGuide Solutions in November 2006 as global chief of learning and strategy and evangelism with a leading role in its international management team. He has been a leader in the learning and training industry for more than 23 years and is renowned worldwide for his pioneering role in e-learning and new approaches to learning. Mosher joined LearningGuide from Microsoft, where he was director of learning strategy and evangelism. Before that, he was the executive director of education for Element K, where he directed and influenced their learning model and products.

Josh Murrell
Training Network Administrator
Five Guys

Josh Murrell is training network administrator for Five Guys, a northern Virginia-based burger chain that opened its first location in 1986 in Arlington, Va. Five Guys began franchising in 2003 and has grown to more than 750 locations in the U.S. and Canada. Murrell started working full-time for Five Guys in 2004 as a regular store-level employee and working through the ranks to become a general manager of the store. In 2006, he became a corporate trainer and traveled around the country opening about 30 locations. He is the training network administrator for all Five Guys locations, where he administers and oversees the Five Guys University LMS.

Michael Ninness
Vice President, Content

Michael Ninness is the vice president of content at He has more than 16 years of experience as a product manager and user experience designer of software used by creative professionals. With past positions at companies including Adobe and Microsoft, he has had a dual career as a teacher and author of content to help others master digital tools and technologies. He returned to in 2010 to drive a content strategy and platform that encourages lifelong learning.

Craig Perrin
Director of Product Development

Craig Perrin is director of product development with AchieveGlobal, a premier training and consulting organization with offices in more than 40 countries. He is a thought leader who works cross-functionally and with clients to guide creation of a range of responses to market needs. He has played a central role in developing the company’s flagship programs in leadership, sales and customer service; co-authored two best-selling books; written many articles and position papers; and produced learning solutions earning scores of national and international awards. Perrin has been named a Times Mirror Editor of the Year.

Dan Pontefract
Head of Learning and Collaboration

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.

Jerry Prochazka
Director, HCM Advisory Group
Human Capital Media

Jerry Prochazka has nine years of experience as a business research consultant on human capital projects with Accenture, specifically in training, learning, performance, leadership development and knowledge management. He has special expertise in the design, implementation and analysis of training and learning research, particularly in the analysis of quantitative data (including Rasch model), as well as qualitative data analysis. He also has superior ability in survey design and implementation. Prochazka received a B.S. with distinction from Old Dominion University and attended graduate school in the master of arts program in the social sciences at the University of Chicago.

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.

Clark Quinn, Ph.D.
Internet Time Alliance

Clark Quinn has been helping organizations deliver learning technology solutions for more than three decades. He has a deep background in the learning sciences including a doctorate from UCSD and has experience in technology applications in the corporate, government, education and not-for-profit sectors. Quinn is the author of Engaging Learning: Designing e-Learning Simulation Games and Designing mLearning: Tapping Into the Mobile Revolution for Organizational Performance. He is a principal in the Internet Time Alliance.

David Rude
Chief Learning Officer
Organizational Sciences and Culture Inc.

Dave Rude is the chief learning officer for Organizational Sciences and Culture, and also serves as the CLO for a U.S. federal government agency. Rude received his doctorate of education in human and organizational learning from The George Washington University. Areas of research interests and expertise include leader development, adult learning, emotional intelligence, organizational culture and performance management.

Nailesh Sampat
Director, Design Solutions

As director of design solutions at Aptara, Nailesh Sampat works with clients on upcoming technologies. Sampat provides consultation on initiatives that enhance training delivery across multiple platforms, reinvent learning strategies and impact performance. Aptara has recently been named as one of the Top 20 Learning Design & Development Companies and has received multiple Brandon Hall Awards in partnership with its clients for combined efforts in content design and development.

Peter J. Shelby
Chief Learning Officer
National Reconnaissance Office University (NROU)

Peter J. Shelby is chief learning officer for National Reconnaissance Office (NRO) University and facilitates learning via six university schools. He is also co-chairman for the federal government’s Interagency CLO Council. Prior to joining NRO, Shelby was deputy CLO and staff director for office of learning at the Defense Intelligence Agency and, served 24 years in the Marine Corps. Roles there included developing and leading ground training and unit readiness and managing instructional management schools. Shelby holds a master’s degree in adult education and an MBA in human resources management. He is certified as a Senior Professional in Human Resources.

Alicia Shevetone
Vice President, Strategic Operations
Clarity Consultants

Alicia Shevetone is vice president of strategic operations for Clarity Consultants, a national training and development consulting firm. In this role, she serves as brand evangelist. A published author in industry publications, Shevetone received her bachelor of arts in English from Santa Clara University, with an emphasis in writing. She went on to earn a juris doctorate while working full time as a licensed securities and investments consultant.

Bill Sullivan
President and Chief Executive Officer
Agilent Technologies

William P. Sullivan is president and chief executive officer of Agilent Technologies. Prior to his appointment in March 2005, Sullivan was the company’s executive vice president and chief operating officer. Sullivan, who was senior vice president and general manager of Agilent’s semiconductor products group (SPG) before being named COO, joined Hewlett-Packard Co. in 1976 and developed considerable expertise in telecommunications, data communications and computers. In 1995, he was promoted to general manager of the optical communications division, and two years later he was named general manager of the communication semiconductor solutions division. Sullivan became general manager and vice president of the components group, now SPG, in 1998. In 1999, when Agilent was spun off from HP, he was named to the top position with SPG. Sullivan received a bachelor’s degree from the University of California at Davis.

Dr. Carmen Taran
Executive Coach and Co-founder
Rexi Media

Carmen Taran’s presentations and workshops help business professionals use communication and presentation skills to increase revenue, train or motivate others, and stand out in the industry. She has been teaching communication and design skills in the United States, China, Taiwan and Japan for the past 10 years. Taran is known for her ability to teach large audiences by keeping them engaged through real-life stories and a compelling message.

The author of Better Beginnings, Taran is frequently invited as a keynote speaker at various conferences and worked for the United Nations.

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.

Trish Trolley
Senior Director, Product Management

Trish Trolley is the senior director, product management at Oracle and is responsible for the Oracle User Productivity Kit product line strategy. Prior to Oracle acquiring Global Knowledge Software, she was vice president of product management for four years. Previous to GKS, Trolley spent 14 years at CDI Corp. in the internal IT department designing and developing recruiting and financial systems and managing technical support. She also worked in field services and as a manager for the SAP implementation.

Tom Turnball
Vice President, Business and Community Development

As OpenSesame's vice president for business and community development, Tom Turnbull manages the communities of buyers and sellers within the OpenSesame marketplace. He is a digital media veteran and has worked in business development, product and legal roles at several Internet companies, including Internet Brands, SplashCast Media and the Los Angeles Times. Additionally, he headed up new business development for Knowledge Learning Corp.

Albert A. Vicere
Professor of Strategic Leadership
The Pennsylvania State University

Albert A. Vicere, a leading expert on strategic leadership and organizational transformation, is the executive education professor of strategic leadership for The Smeal College of Business Administration at The Pennsylvania State University and president of Vicere Associates Inc. His books include Leadership by Design and The Many Facets of Leadership. He received the Institute for Management Studies’ Distinguished Faculty Award, was named one of the “12 Gurus of Executive Education” by Business Horizons, and was listed among the 50 top leadership coaches in The Art and Practice of Leadership Coaching.

Eric Vidal
Director of Product Marketing

Eric is considered a leading voice in engagement marketing and virtual events, he has over 15 years of experience in product strategy, online marketing, lead generation and customer engagement. Eric is a contributing writer for MarketingProfs and in where he consults on best practices with engagement marketing, webinars and virtual events. Eric managed the brand advertising and new media efforts for over two years at Cisco/WebEx. Eric also held marketing management positions at Macromedia, IBM, ADI and three successful start-ups.

Beth White Marshall
Sales Training M&E Analyst
Procter & Gamble

Beth White Marshall is sales training M&E analyst for Procter & Gamble’s (P&G) North America Sales Capability Team. She is a 30-plus year veteran with P&G and is responsible for the measurement and evaluation strategy in North America sales training and ensuring it was the first capability organization in P&G history to fully implement hard measures to evaluate the success of training on business and ROI.

Elizabeth Wilems Clark
Vice President and Chief Information Officer
Lockheed Martin Space Systems

Elizabeth Wilems Clark is vice president and chief information officer of Lockheed Martin Space Systems Co. in Sunnyvale, Calif. Under her leadership, the SSC information technology organization provides IT services and support, technology governance practices, and application development and implementation to 18,000 employees. She serves on the Lockheed Martin Corporate IT Strategic Governance Board, the Corporate Risk & Compliance Committee and the Women’s Leadership Forum. Wilems Clark holds a bachelor’s degree in quantitative business analysis from Louisiana State University, an MBA from the University of Houston, and is a graduate of the International Space University.


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