Conference Schedule

Monday, June 25, 2018

8:00 a.m. – 9:00 a.m.
Registration Desk Open for Pre-Conference Workshops

9:00 a.m. – 4:00 p.m.
Pre-Conference Workshop I – Train the Trainer Mini Bootcamp  – Honey Shelton
(click on title for more info – an additional fee applies – includes lunch)

9:00 a.m. – 4:00 p.m.
Pre-Conference Workshop IIeLearning Bootcamp: Getting Up and Running – Fast! – Diane Elkin
(click on title for more info – an additional fee applies – includes lunch)

5:30 p.m.
Special Conference Event – Epcot Center Team-Guided Tour and Networking
(click on title for more info – an additional fee applies)

Tuesday, June 26, 2018

8:30 a.m. – 10:00 a.m.
Registration Desk Open

10:00 a.m. – 10:30 a.m.
Conference Opens – Welcome to Orlando!

10:30 a.m. – 12:00 p.m.
Keynote Address – The Irresistible Power of Strategic Storytelling! – Kindra Hall

There is a rarely taught training skill—and those who master it become high level leaders. That skill is strategic storytelling. Whether motivating, persuading or rising through the ranks a story makes you unforgettable.  We all have stories that can impact those we lead and advance our role as trainers. Unfortunately, many trainers default to information to communicate with others instead of telling stories to engage. This keynote will encourage an essential leadership messaging shift toward storytelling that will impact the leaders who attend and revolutionize their organizations.

Through compelling research, profound case studies, and captivating stories of her own, Kindra will elevate individuals involved in training all levels of the organization. Attendees will learn strategies and techniques to start on the path to becoming a high level leader by putting the power of story to work. When it comes to being exceptional, leaders are often just one story from greatness.

Learning Objectives:

  • Why story is an effective communication tool, from conveying information to influencing action or behavior
  • Scenarios where trainers can apply storytelling to see instant results
  • How to find your own motivating , influential stories—yes, you have them!
  • The biggest storytelling mistake and how to avoid it
  • The anatomy of a compelling story—simple steps to telling it right every time

 

12:00 p.m. to 1:00 p.m.
Buffet Lunch – Conference Registration Desk Open

 

1:00 p.m. to 2:15 p.m.
Reframing Learning and Development: The Future of Organizational Learning – Janine Truitt, Talent Think Innovations

In this age of social learning and sharing, there are emerging methods for delivering content and training. The way people consume and synthesize information today is miles apart from the traditional classroom, linear learning & development used previously.

Learning and Development should not be a just-in-time tool used to herd workers, but rather be seen as the way in which the organizations serve their workforce.

In this session attendees will:

  • Learn emerging applications of delivering training and education that have an impact across generations.
  • Understand the importance of storytelling as a training tool.
  • Be able to define social learning and how it impacts your organizational learning & development practices.
  • Develop a fresh ethos for reframing your current approach to learning & development within your organization.

1:00 p.m. to 2:15 p.m.
“Got Game?” Using Training Games to Engage, Motivate and Teach – Paul Keller, C3 Softworks

Attendees will learn the basic concepts of the use of training games and why they are crucial to both Instructor led and Online Learning. We’ll discuss the various approaches to Gamification and where it’s headed.  Be prepared to play!

  • What is Gamification and Why
  • Should I Care?
  • Using Games to Teach vs. TV Gameshows
  • Uncover Knowledge Gaps through Game Play
  • Using Competition as a Catalyst for Learning
  • Taking the First Steps for Using Games in Your Training

 

2:15 p.m. to 2:30 p.m.
Break

 

2:30 p.m. – 3:45 p.m.
Pack Some Punch Into Your Training Style – Janice Branch, Interaction Training

Projecting your best self when conducting training calls for an emotional connection between you and your audience.  Learn killer tips and techniques that will help your training style shine.  How can I engage my audience and still control my time?  What are the 5 big Dos and Don’ts when conducting training?  How can I incorporate fun and humor?  Beware of overkill!  If it’s your job to teach them how to handle cash, do you have to tell them how a caveman managed without it?

 

 

 

2:30 p.m. – 3:45 p.m.
Magical Tips to Make Your Training Stick – Cindy Rowan, Performance Management Solutions

Trainers put a lot of time and energy into designing and delivering great programs.  However, one of the biggest challenges is maximizing the transfer of the skills and behaviors learned in training to the work place.  In this session, you’ll learn proven strategies to enhance your efforts; while engaging learners and managers to increase transfer, sustainability, and business impact.  You’ll get some “magical tips” to take back and implement in your organization.

 

 

 

2:30 p.m. – 3:45 p.m.
Microlearning: Make an Impact in Just a  Few Minutes – Diane Elkin, E-Learning Uncovered

You have training needs that can’t wait for a typical development cycle. Plus, your learners can’t get much time away from their jobs to complete training. So how can you make something that is short yet useful—and how can you make it fast? In this session, you’ll see several examples of microlearning that range from videos to games to application exercises. Plus, you’ll get to see what was involved in the planning and execution. You’ll walk away with a helpful template you can use to plan your own microlearning courses.

In this session, you will learn:

To create a laser focus on content that meets a specific business need in a short period of time
To fine-tune your goals, target audience, content, and teaching methods to be most effective in the microlearning format.
To match the right instructional and media strategies to fit your course, your timeline, and your budget.

 

3:45 p.m. to 4:00 p.m.
Break

 

4:00 p.m to 5:15 p.m
“Will” and “Able” – A Tale of Two Very Different Team Members – Kathlynn McConnell, Members Cooperative Credit Union

Will is so excited for his new role in the organization. His enthusiasm bubbles out from his toes, yet he bumbles and stumbles over the correct processes for his daily tasks. He’s willing, but not yet able. Able, on the other hand has worked for the organization for 15 years and knows how to do just about everyone’s job, yet his willingness to assist team members and clients left the building years ago. Joe has the “ability” but not so much the “want to”.  Will (willingness) and Able (ability) – or lack thereof – often frustrate leaders and team members.  This session will address the 4 combinations of willingness and ability and provide different strategies that will help you engage your team members more fully, enhance productivity, and performance.

 

 

4:00 p.m to 5:15 p.m
Teaching Your Branch Team to Screen and Refer – Joshua Radeker, SunTrust Bank

 

5:30 p.m. to 7:30 p.m.
Gala Reception – Outdoor Event (weather permitting)

 

Wednesday, June 27, 2018

7:30 a.m. – 8:30 a.m.
Registration Desk Open

7:30 a.m. – 4:00 p.m.
Exhibit Hall Open

7:30 a.m. – 8:00 a.m.
Continental Breakfast with the Exhibitors

8:00 a.m. – 8:25 a.m.
Vendor Showcases

 

8:30 a.m. – 9:45 a.m.
Developing Business Account Training with Beneficial Ownership – Deborah Crawford, GetTechnical

During this program we will discuss how to build business account training from the basics to the complex.  Mapping multi-tiered businesses is getting more and more complicated every day.  Plus new Customer Due Diligence Rules have impacted our business account opening procedures.  Your business account training will have to include new beneficial ownership rules and identification procedures.

You will receive a business account handbook to help you begin developing your training quickly.

 

 

 

8:30 a.m. – 9:45 a.m.
From Flying Bullets to Instructional Animations – Diane Elkin, E-Learning Uncovered

Flying bullets were the height of fashion…in 1997! And yet they still persist in so much corporate learning both in the classroom and online. So why is this much-maligned presentation technique still so popular? Perhaps because training designers and developers aren’t quite sure what else to do. Many training designers and developers do not have a background in graphic design or information design.

This session presents a case study of an American Red Cross Disaster Services course moved from slides and slides of bullets to useful, engaging instructional animations. You’ll look at “before” and “after” slides that illustrate the transformation from text bullets to the instructional animations that led to an award-winning course. Whether you are creating training for the classroom, webinars, or self-paced e-learning, you’ll learn to turn some of the specific design techniques used in that transformation into techniques you can use yourself, even if you aren’t a graphic artist.

In this session, you will learn:

1. The positive or negative impact visual design can have on training content.

2. How to approach the design process differently.

3. Seven specific techniques to make better instructional use of visuals.

 

 

8:30 a.m. – 9:45 a.m.
All Stressed Up and Nowhere to Go! – Kathlynn McConnell, Members Cooperative Credit Union

Ah, stress. With the schedules we keep and the tasks we must accomplish with less resources, it’s inevitable that stress will creep into our personal and professional lives. We frequently feel we’ve lost control of the flow and demands of work and life, and tend to get dressed for stress more often than we get dressed for success! This session will identify how and where stress typically shows up and provide user-friendly, stress-free strategies for relief.

 

9:45 a.m. to 10:15 a.m.
Morning Break with the Exhibitors

 

10:15 a.m. – 11:30 a.m.
Compliance Training – What are the Hot Topics? – Carl Pry, Treliant Risk Advisors

As one of the foremost authorities on bank compliance, Carl will share his insight on what you will need to focus your training efforts on in the year ahead.  He will also share techniques that financial institutions are using to make sure their employees are properly trained on these time critical topics.

 

 

 

 

10:15 a.m – 11:30 a.m.
10 Steps to Excellence in Training – Debbie Fay, BeSpeak Presentation Solutions

Whether we’re veteran trainers or novices, we are always searching for ways to improve our material and our delivery to enhance our participants’ experience and success.  In this workshop we will cover the ten essential steps to ensure our content is structured for maximum receptivity and understanding, that it is easily digested and retained, and it is delivered in a non-threatening, eye-opening, painless way.

 

 

10:15 a.m. – 11:30 a.m.
High Impact Training & Development Initiatives That Develop Leaders At All Levels – Cindy Rowan, Performance Management Solutions

Leadership development is a hot topic today in all financial organizations.  How do we develop the next generation of leaders?  What type of initiatives will have high impact and get the desired results the organization needs?  This session will explore best practice in designing and implementing leadership development initiatives with a focus on developing leaders at all levels. You’ll leave with practical tools to help you maximize leadership development within your organization.

 

 

11:30 a.m. – 12:30 p.m.
Buffet Lunch

 

12:30 p.m. – 1:45 p.m.
How to Reduce Stress, Improve Communication and Accelerate Creativity Through Applied Improvisation – Jordan George, CFE FCU

Communication, collaboration, listening, and authenticity are the backbone of great improv comedy scenes, like those seen in the classic show Who’s Line Is It Anyway?. Equally applicable to life off the stage, learning to apply improvisation skills to the workplace will help you adapt to the unknown, embrace change, and innovate fearlessly. No need to stress – the laughs will come naturally in this low pressure but highly interactive workshop designed to teach you practical improv techniques used by the pros. Learn to lead with “Yes, And” and capitalize on the energy of agreement to transform the way you work.

 

 

12:30 p.m – 1:45 p.m.
(Repeat) Reframing Learning & Development: The Future of Organizational Learning – Janine Truitt, Talent Think Innovations

In this age of social learning and sharing, there are emerging methods for delivering content and training. The way people consume and synthesize information today is miles apart from the traditional classroom, linear learning & development used previously.

Learning & Development should not be a just-in-time tool used to herd workers, but rather be seen as the way in which the organizations serve their workforce.

In this session attendees will:

  • Learn emerging applications of delivering training and education that have an impact across generations.
  • Understand the importance of storytelling as a training tool.
  • Be able to define social learning and how it impacts your organizational learning & development practices.
  • Develop a fresh ethos for reframing your current approach to learning & development within your organization.

 

1:45 p.m. to 2:00 p.m.
Afternoon Break – Exhibit Hall Open

 

2:00 p.m. – 3:15 p.m.
General Session:  Passion, Creativity, Smarts & Grit: Traits of the Successful Trainer – Honey Shelton, Interaction Training

Trainers who work to possess these traits have learned they can dig in, work hard and have fun.  If you run low on any one of these traits your stress level goes high and your effectiveness wanes. Passion, creativity, smarts and grit are job requirements for the trainer that aims to knock it out of the park.

  • It’s easier to connect with learners on topics you are enthusiastic about
  • How to ramp up your enthusiasm on must-learn topics
  • Be authentic, learn to be a better storyteller
  • A good rule of thumb, know your audience and make your training relatable to them
  • Loosen up, use a little humor, help shed light on how the real world works
  • Get great at interviewing experts and quote them in your presentation
  • Be brave, reveal that you aren’t perfect
  • Practice, record yourself, practice, reward yourself

 

3:15 p.m. to 3:45 p.m.
Afternoon Refreshment Break with the Exhibitors

 

3:45 p.m. to 5:30 p.m.
General Session:  Steal This Idea

Back by Popular Demand! This interactive session allows participants to share some of their best projects in a small group setting. The best of the best are then chosen to present to the larger group and a panel of our distinguished speakers will provide feedback to enhance the offering. You will walk away from this session with more ideas than you can imagine. One good concept will more than pay for the cost of the conference.

 

Thursday, June 28, 2018

7:30 a.m. – 11:15 a.m.
Exhibit Hall Open

7:30 a.m. – 8:30 a.m.
Continental Breakfast with the Exhibitors

8:30 a.m. – 9:30 a.m.
Platinum Sponsor Workshop – BAI

8:30 a.m. – 9:30 a.m.
Platinum Sponsor Workshop – Integrity Solutions

8:30 a.m. – 9:30 a.m.
Platinum Sponsor Workshop – TRC Interactive

9:30 a.m. – 9:45 a.m.
Morning Break with the Exhibitors

 

9:45 a.m. – 11:00 a.m.
(Repeat) How to Reduce Stress, Improve Communication and Accelerate Creativity Through Improvisation – Jordan George, CFE FCU

Communication, collaboration, listening, and authenticity are the backbone of great improv comedy scenes, like those seen in the classic show Who’s Line Is It Anyway?. Equally applicable to life off the stage, learning to apply improvisation skills to the workplace will help you adapt to the unknown, embrace change, and innovate fearlessly. No need to stress – the laughs will come naturally in this low pressure but highly interactive workshop designed to teach you practical improv techniques used by the pros. Learn to lead with “Yes, And” and capitalize on the energy of agreement to transform the way you work.

 

 

9:45 a.m. to 11:00 a.m.
(Repeat) “Got Game?” Using Training Games to Engage, Motivate and Teach – Paul Keller, C3 Softworks

Attendees will learn the basic concepts of the use of training games and why they are crucial to both Instructor led and Online Learning. We’ll discuss the various approaches to Gamification and where it’s headed.  Be prepared to play!

  • What is Gamification and Why
  • Should I Care?
  • Using Games to Teach vs. TV Gameshows
  • Uncover Knowledge Gaps through Game Play
  • Using Competition as a Catalyst for Learning
  • Taking the First Steps for Using Games in Your Training

9:45 a.m – 11:00 a.m.
(Repeat) 10 Steps to Excellence in Training – Debbie Fay, BeSpeak Presentation Solutions

Whether we’re veteran trainers or novices, we are always searching for ways to improve our material and our delivery to enhance our participants’ experience and success.  In this workshop we will cover the ten essential steps to ensure our content is structured for maximum receptivity and understanding, that it is easily digested and retained, and it is delivered in a non-threatening, eye-opening, painless way.

 

11:00 a.m. – 11:15 a.m.
Break – Exhibit Hall Open

 

11:15 a.m. – 12:30 p.m.

Special Session – Keeping Your Team In Tune – Patrick Henry

What does being in a band have to do with leading a successful team? EVERYTHING! As a full time musician and band leader, Patrick learned firsthand how the success of the group depends on four key factors. Patrick will show how those four elements will bring your team together and have them singing your praises.  Make sure you attend this unique presentation.  One of Patrick’s audience members best described him as “what happens when, keynotes, comedy, and concerts…collide”.

 

 

 

 

12:30 p.m. – 12:45 p.m.
General Session:  Plot and Plan!

Overwhelmed by all the information you received during the conference? During this session, you will develop a plan to take back to your bank or credit union.   You will learn to prioritize the new concepts you have heard about over the course of these few days.

 

12:45 p.m. – 1:00 p.m.
Wrap-Up and 2019 Location Announcement

Flying out today?  We suggest a 3-hour cushion to allow for travel time to the airport and the likelihood of long lines at security.

 

Schedule Subject to Change