Conference Schedule

Monday, June 25, 2018

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

8:00 a.m. – 9:00 a.m.
Continental Breakfast 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 Elkins
(click on title for more info – an additional fee applies – includes lunch)

4:30 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

1:00 p.m. to 2:15 p.m.
Creating Connections: Making Purpose Personal – Katie Riley, SunTrust Bank

Mobilizing teams today is about more than setting goals and measuring results. Effective top to mid-level leaders must foster and nurture the connection between employees and the organization. Leaders activate that connection through individualized purpose stories. This session focuses on making purpose personal and leveraging it to drive performance.

 

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

 

2:30 p.m. – 3:45 p.m.
Sound Advice: How to Make Your Projects Sound as Good as They Look – Kim Handysides, Kim Handysides VoiceOver

Bad audio can ruin the best projects, erasing all the value added from your expensive plug ins, distracting (aka: irritating) learners and sabotaging your training goals.

  • Dig in Aural history: why sound hits home
  • Discover the Cliff Notes of excellent audio
  • Create a budget-friendly sound studio
  • Leave with 5 Hacks to narrate better yourself
  • Learn where to find inexpensive pros
  • Test your skills: Narration karaoke

 

 

 

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 Elkins, 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

“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

 

4:00 p.m to 5:15 p.m
Is Your Learning Organization Acting as an Agent of Change in your Bank/Credit Union in Hyper-Turbulent Times? – Scott Pitts

We have all heard the cliche that “change is the only constant.”  Even though we recite this mantra often, executing change management initiatives can make or break your bank/credit union’s employee performance and behavior objectives.  Failure to successfully implement effective change management initiatives can ultimately end with poor bank performance.  In this session, you learn how your learning department can be an effective business partner by recognizing “5 Forces of Change” that are constantly forcing our industry to change employee behavior.  This session will also introduce you to a simple to use change management model that you can use for future change initiatives.

 

4:00 p.m to 5:15 p.m
Tools and Strategies for Cost Effective Learning in a Fast Paced Environment – Brian Jarvis

Earlier this year, United Bank was named to FORTUNE magazine’s annual list of 100 Fastest Growing Companies. Our quick growth in a lean corporate environment–coupled with the fast paced nature of the financial services industry– tasked our L&D team to be more agile than ever. Getting more out of your Learning & Development department doesn’t have to be labor intensive or require more FTE’s. Learn how we quickly went from a non-existent e-learning strategy to a fully blended program with over 100 learning modules. During this session, I will share our out-of-the-box thinking and suggest tools for producing high quality custom content that meet the needs of today’s learners while building capacity within your existing learning teams. I will discuss how United Bank is leveraging various tools such as micro learning, video and pod casts for learning and communicating with our workforce. Hear how we were able to think strategically while still operating creatively and fiscally sound.

 

 

5:30 p.m. to 7:30 p.m.
Gala Reception – Outdoor Event – Resort Casual Attire suggested (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. – 8:30 a.m.
Continental Breakfast with the Exhibitors

8:00 a.m. – 8:25 a.m.
Vendor Showcase – Blackboard for Banking:  The Future of Work is Coming. Are You Ready? – Tom Holz, Blackboard – PLATINUM SPONSOR!

A wave of technology is now crashing into our personal and professional lives like a ton of bricks. So the question becomes, when technology fuses with people, how does that impact and change our lives? How will the way that we work change? How is the Fourth Industrial Revolution going to alter the way that we learn, work, and live? Get the cliffnotes from a recent presentation by Tom Holz to Global CLOs and L&D professionals, and hear how Blackboard is helping Santander, BBVA, Allstate, Citibanamex, and Mortgage Bankers Association minimize regulatory risk, improve employee product knowledge, and become more customer centric.

Join us to hear how we’ve helped banks across the globe build trust and stability with an informed workforce ready to respond to the challenges of tomorrow.

8:00 a.m. – 8:25 a.m.
Vendor Showcase – OnCourse Learning:  Empowering Smarter – Jeff Kelly, OnCourse Learning – PLATINUM SPONSOR!

OnCourse Learning Financial Services is the industry leader in Regulatory Compliance Training Solutions. We offer an enterprise-wide solution for our clients including Regulatory Compliance Training, Webinars, Lending Solutions and Mortgage pre-licensing and CE. With accurate, timely and up-to-date content we continue to lead the way for our students. We look for new ways and fresh ideas to engage today’s students including:

• New Course Theming Applied (2017)
• Hermes Award Winning OnCourse Unplugged (Launched Q4 2017)
• Video Introductions (2018)
• Introduction of Webinars (2018)
• New Student Portal Lunched (Q1 2018)
• NEW Enhanced Reporting Engine (coming soon 2018)
• NEW Look & Feel Administrator Portal (coming soon 2018)

8:00 a.m. – 8:25 a.m.
Vendor Showcase – TTS and CFT:  Offering a Broad Spectrum of Training Solutions – Dan Heldmann (TTS) and Mike Meakem (CFT) – CONFERENCE HOSTS!

 

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 Elkins, 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 Ahead? – 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 with Exhibitors

 

12:30 p.m. – 1:45 p.m.
(Repeat) Improv’ing Learning: Exploring the Power of Purposeful Play – Jordan George, CFE FCU

The best musicians and comedians know how to improvise with style, but can rule-bound HR and training folks benefit from employing the same skills? Of course! Have no fear – the laughs will come naturally in this low pressure but highly interactive workshop as we explore the concept of “purposeful play” and learn how adopting an improvisational mindset can transform the way you work. Full of practical improv tips and tricks used by the pros, you’ll learn how leading with “Yes, And” can help you become a better creator, collaborator, and communicator in and out of the classroom.

 

 

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.

12:30 p.m. to 1:45 p.m.

The Success Triangle – Learning’s Role in Aligning Vision, Technology, and People Skills- Scott Pitts

To truly be a successful organization, organizations need to have a clearly defined Vision, top notch technology, and effective people skills.  How does your learning organization move your employee’s performance and behavior needle in each of these areas? In this session you will further learn how to become a coveted business partner by aligning all three.  You will leave with practical concepts to bring home and implement into your curriculum immediately.

 

1:45 p.m. to 2:00 p.m.
Refreshment Break with Exhibitors

 

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.
Refreshment Break with 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.
Breakfast Burritos with the Exhibitors

8:30 a.m. – 9:30 a.m.
Could Better Questions Lead to More Wallet Share?…That’s a Good Question! – Mike Fisher, Integrity Solutions – PLATINUM SPONSOR!

Is your current sales training compounding the problem of people’s belief that selling is a “bad word”? What if your team didn’t have all that negative baggage about sales? What if they viewed the role of asking better questions as uncovering and fulfilling customer needs? In this interactive break-out session, Mike Fisher will discuss the benefits of asking better questions in strengthening customer relationships, and how to overcome the fear of asking them. The very thing we think might damage the relationship, could actually strengthen it. Rethink your approach and adapt your strategy to use training to support rather than interfere with creating a sales culture. You have great relationships with your customers, so don’t let them walk out the door and take their business elsewhere!

During this hands-on session, we’ll explore:
• The value of defining and evolving a non-threatening sales culture.
• What might be holding your people back and what to do about it.
• A framework aimed at moving from being ‘product sellers’ to ‘problem solvers’.

 

8:30 a.m. – 9:30 a.m.
Trends to Watch:  Learning Trends and How They Are Impacting Bank Trainers – Colleen VanDyke, Omega Performance – PLATINUM SPONSOR!

As if competing in an increasingly competitive environment wasn’t enough, bank trainers must also contend with ever-changing technology and an influx of millennials. During this session we will explore some of the most prevalent trends and talk about tools and techniques that can help you stay ahead of the curve.

In this session, you will learn:
• 6 top trends changing the training space
• Examples of how to integrate the trends into your training
• How to maximize training time while keeping millennials engaged

 

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

 

9:30 a.m. – 9:45 a.m.
Refreshment Break with Exhibitors

 

9:45 a.m. – 11:00 a.m.
(Repeat) Improv’ing Learning: Exploring the Power of Purposeful Play – Jordan George, CFE FCU

The best musicians and comedians know how to improvise with style, but can rule-bound HR and training folks benefit from employing the same skills? Of course! Have no fear – the laughs will come naturally in this low pressure but highly interactive workshop as we explore the concept of “purposeful play” and learn how adopting an improvisational mindset can transform the way you work. Full of practical improv tips and tricks used by the pros, you’ll learn how leading with “Yes, And” can help you become a better creator, collaborator, and communicator in and out of the classroom.

 

 

9:45 a.m. to 11:00 a.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. Able 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.

 

 

 

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.
Refreshment Break with Exhibitors

 

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 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