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Session Descriptions

Case Studies

Thought leaders in leading edge companies will present their implementation stories focused on providing best practices that are applicable, adaptable and actionable for other organizations.

EL9a
Learning Portals: Gateway to Success

Kevin Cowherd, Learning Transformational Leader, IBM Corporation

Thursday, 11:15 to 12:00

Learning on demand dictates an entirely new role for the corporate training department – making it an enabler of formal and informal information exchange rather than a publisher. In this session, you’ll hear how two organizations, IBM and Orange County Federal Credit Union, have implemented highly successful on-demand learning solutions with enterprise learning portals. You’ll learn how their very different approaches integrate many different types of content, both online and offline, into collaborative systems that provide rapid knowledge distribution around the enterprise.

Key points:

  • Understand how learning portals fit into an enterprise learning strategy and the role of the LMS and content management systems in the solution.

  • Key organizational and process models for self-published content and rapid content delivery.

  • The resources, costs, and implementation strategy for learning on-demand.

  • How to implement a system that is easy to use and maintain, compelling for employees, and provides learning, information, collaboration, and certification in an integrated solution.


TM2
The Right Stuff: How to Build a High Performance Organization

Kathy Gallo, Ph.D., Senior Vice President and CLO, North Shore –
Long Island Jewish Health System

Wednesday, 9:45 to 10:30

North Shore-Long Island Jewish Health System has achieved significant business impact through its focus on building a high-performance culture. In this session, you’ll learn how the organization addressed critical talent challenges and major business changes through leadership development, succession planning, career development, and other talent-related processes.

Key points:

  • The importance of executive engagement and driving change from the top.

  • How to apply skill sets to different jobs and even different parts of the organization.

  • Identification of leadership competencies and establishing them as expectations for management.

  • Achieving business impact without complex systems and processes.


EL3
L&D Alignment with Business: Going Beyond a Seat at the Table

Lou Tedrick, Staff Vice President of Workforce Development, Verizon Wireless

Wednesday, 10:45 to 11:30

Verizon Wireless faces one of the most daunting learning challenges in the market: continuous rapid change in products and services, high turnover rates in sales and customer service personnel, and a focus on providing the highest customer service in the industry. Developing employee capability is essential to the successful execution of nearly every major business initiative at Verizon Wireless. In this session, you'll learn how the Verizon Wireless L&D organization has kept itself aligned with the company's evolution and contributed to its sustained, industry-leading results.

Key points:

  • Transforming L&D management into business leaders.

  • The importance of accumulating key wins over time to build credibility.

  • Meeting business needs with both centralized and distributed learning roles and responsibilities.

  • Coupling the LMS and other technologies with KPI databases to demonstrate measurable and meaningful impact.


TM9
Talent Management in a Corporate Turnaround

Deborah A. Kelly, Head of Learning Services, Aetna, Inc.

Thursday, 11:15 to 12:00

Performance management and learning have been instrumental in Aetna's well-publicized turnaround over the last five years. In this session, you'll hear how Aetna revolutionized the approach of integrated business planning, goal management, and employee development into a powerful solution which has helped Aetna to resume its industry lead.

Key points:

  • Taking Aetna’s performance culture to the next level.

  • Creating an integrated approach to talent management.

  • Ensuring the sustained success of key initiatives.


Issue Panels

World-class talent and learning leaders will discuss the critical issues and challenges common to most organizations. You’ll hear what’s worked in their organizations – and what hasn’t been so successful. These practical sessions will give you the opportunity to learn from the best.

EL4
Learning in the New Millennium

Rick Crowley, Senior Director of Learning Systems, NetApp University
Rob Lauber, Vice President, YUM! Yum! University & Global Learning Services, YUM! Brands, Inc.
Rick Rabideau, Ph.D., Leader of Enterprise Learning Solutions, MetLife
Michael Yakiemchuk Vice President of Learning, CA

Wednesday, 1:30 to 2:15

Technology is a critical component of almost every highly effective learning initiative. These panelists, all technology experts, will discuss the how you can use technology to make learning even more rapid, relevant, and compelling. The discussion will also cover topics such as the organizational issues involved in technology strategies, how to maximize the value of investments, and technology management.

Key Points:

  • How to ensure alignment of learning technology with your organization’s technology infrastructure.

  • Developing a roadmap for enterprise learning technology.

  • The most effective use technology today … and tomorrow.

  • Strategies for overcoming organizational obstacles.


TM11
Innovative Approaches to Succession Management

Jane Stewart, Principal for Performance Management and Career Development, Mercer
Ann Pehle, Director of Global Leadership Development, Textron

Thursday, 2:45 to 3:45

As organizations identify their critical talent gaps (or chasms, in some cases), effective succession planning is becoming an organizational imperative. Learn from these executives how to take succession management from a limited initiative, often focused on the top tier of corporate leaders, to one that develops a broader and deeper capacity for leadership throughout the organization. Panelists will discuss cutting-edge approaches and how to integrate succession processes with other talent processes.

Key Points:

  • Alignment of succession management with business priorities and strategy.

  • How to do succession management in global organizations.

  • Overcoming implementation challenges and ensuring process integrity.

  • The importance of executive engagement.


EL2
The High-Impact Learning Organization

D’Anne Carpenter, Executive Director, Organizational Learning and Development, Trinity Health
Gwen Callas-Miller, Executive Director for Global Leadership and Texton University, Textron, Inc.
Tom Clancy, Vice President of Educational Service and Productivity, EMC Corporation
Doris Fritz, Vice President of Learning and Development, Metlife
Karen Langham, Vice President of Learning and Development, Extra Space Storage

Wednesday, 9:45 to 10:30

Bersin & Associates has studied hundreds of learning organizations, and in doing so, has identified best practices and organizational models common to the best. High-impact learning organizations maximize the effectiveness and efficiency of corporate training, align initiatives and investments with business goals, focus on performance support, and let business impact guide priorities and decisions. Learn how these innovative and successful learning leaders drive business value through corporate learning and are primary contributors in addressing talent-related challenges.

Key Points:

  • How learning can be an integral component of business solutions.

  • Practical methods for measuring business impact and success.

  • Effective organizational models and alignment with HR and business leaders.

  • Use of new learning technologies to drive competitive advantage.

  • Integration of learning and talent management strategies.


TM4
Talent Management Systems: The Business-Driven Strategy

Michele Fetterman-Gaughan, Vice President and Talent Planning Manager, Commerce Bank
David Casey, Vice President of Talent Management, WellPoint, Inc.
Anne Monahan, Director of Succession and Talent Management, BAE Systems
Jerry Williams, Vice President of Human Resources, Waste Management

Wednesday, 1:30 to 2:15

The development of an integrated talent management systems strategy is a huge challenge for most companies. Most have a tapestry of systems, often including legacy HRMSs, LMSs, and recruiting systems – as well as a strong internal demand for new systems for performance management, succession planning, and competency management. Executive panelists will share their experiences, lessons learned, and advice in developing and executing these complex strategies.

Key Points:

  • Identifying key business challenges and priorities for talent management.

  • Integration and alignment of talent management system and organizational strategies.

  • Building the business case.

  • Evaluating technology options.


Vendor Panels

Content and delivery method experts will share trends and best practices in their areas of expertise. They will discuss cutting edge knowledge and proven solutions.

EL6
Insights into Learning Management Systems

Paul Sparta, Chairman and CEO, Plateau
Frank A. Russell, President and CEO, GeoLearning, Inc.
J.W. Ray, COO, Learn.com
Jonathan Vinoskey, Learning Management Product Strategist, Oracle
Bobby Yazdani, Chairman and CEO, Saba
Sanjay Dholakia, Senior Vice President and General Manager, Learning and Talent Management, SumTotal Systems
Tammie Eldridge, Solution Marketing Director, SAP America

Wednesday, 3:45 to 4:45

You’ll find no sales hype – just straight talk – in this panel session. LMS executives will offer insight into the direction of the industry and market trends. You’ll hear what LMS companies are hearing from their customers, how enhancements and new offerings are meeting changing needs, and their visions for the industry. Key topics will include movement to the SaaS (software as a service) delivery model and the convergence of LMS and talent management systems.

Key Points:

  • The future of the LMS.

  • Where the LMS fits into an integrated talent management strategy.

  • Differences between LMS offerings.

  • Considerations for switching LMS vendors and/or maintaining status quo.


EL8
Value and Trust in Outsourcing: Optimizing Your Strategy

John Higgins, Senior Director of Innovation Development, Accenture HR & Learning BPO Service
Alex Lowrie, Global Practice Lead for Learning, Convergys Corporation
Jeff Lucas, Director of Communications, Raytheon Professional Services, LLC
Sam Herring, Executive Vice President, Intrepid Learning Systems
Mohanna Radhakrishan, Vice President of Client Services, Expertus, Inc.
Edward Trolley, Vice President of Learning Outsourcing, Affiliated Computer Services, Inc. (ACS)
Don Duquette, Senior Vice President of Learning Solutions, General Physics Corporation
Mary M. Shafer, Executive Vice President, RWD

Thursday, 9:45 to 10:45

This panel of executives will discuss the many ways companies are using learning outsourcing and what they foresee in terms of market demand. You’ll hear how you to maintain focus on your core competencies while taking advantage of outsourced resources. Executives will offer tips and advice for developing budgets, managing projects, and meeting expectations for deliverables and service.

Key Points:

  • Best practices for outsourcing.

  • The pros and cons of partnering with niche service providers and general service providers.

  • Effective evaluation of outsourcing providers.

  • How to turn outsourcing projects into partnerships.


TM6
Developing Tomorrow’s Leaders: The Big Picture

Lee Klepinger, President and CEO, Impact Achievement Group, Inc.
James Sharpe, Vice President of Strategic Learning Solutions, Ninth House
David Parks, Vice President of Business Development, Bluepoint Leadership Development
Jim Concelman, Vice President of Leadership Development, DDI
Roland Smith, Senior Faculty Member, Center for Creative Leadership

Wednesday, 3:45 to 4:45

Leadership development is a big ticket item for most corporate learning budgets. These executives will share with you their observations and experiences in working with companies of all sizes and types. You’ll learn how these executives differentiate their offerings and how they meet today’s significant leadership challenges. They’ll share practical advice for budgeting, best practices for implementation and program management, and customizing to meet unique business and culture requirements.

Key Points:

  • Measuring success and business impact.

  • Assessments – where and how do they fit in.

  • How to make a difference in your leadership pipeline.

  • Targeting multiple levels of leadership.


TM8
Insights into Talent Management Solutions

Christopher Faust, Executive Vice President of Global Strategy, Softscape
David Karel, Director of Product Marketing, SuccessFactors
Peter A. Cohen, Vice President of Product Marketing, Authoria
Lisa Hartley, Director of Product Marketing, Taleo
Adam Miller, President and CEO, Cornerstone OnDemand, Inc.

Thursday, 9:45 to 10:45

Many issues and trends are elevating the importance of performance management, and talent management more broadly. And consequently, many companies are looking to technology to help them with this challenge. Get the scoop on performance management offerings from these senior executives. This session will give you insight into the direction of this technology, help you set realistic expectations for solutions, learn the best-practice deployment strategies, and differentiate the many options on the market today.

Key Points:

  • Impact of new software and delivery models.

  • Cross-functional solutions vs. single function systems.

  • Decision making for talent management solutions.

  • Evaluation criteria for talent management technology.

  • Today's requirements for effective deployment.


Research Sessions

Bersin & Associates research analysts will present the latest trends, tools and techniques in talent management and enterprise learning. Cutting-edge research and best practices will be shared. Workshop leaders will focus on presenting and interpreting data to address today’s business challenges.

EL5
What’s Next for Content Development

Chris Howard, Vice President of Research

Wednesday, 2:45 to 3:30

This session will focus on how you can leverage content development and management strategies for on-demand and other advanced learning initiatives. You’ll learn the latest industry trends, organizational changes you may want to consider, and budgeting considerations. The session will also include guidelines from moving from course-focused learning programs to on-demand, collaborative approaches.

Key Points:

  • The latest tools and techniques being used to develop learning content.

  • How on-demand, mobile, and self-development approaches to learning impact content development.

  • Modifying and adapting content for multiple delivery options.

  • Governance issues related to content development and management.

  • Alignment of tools, systems and applications.


TM5
Competencies: The Foundation of Successful Talent Management

Kim Lamoureux, Senior Analyst

Wednesday, 2:45 to 3:30

Bersin & Associates research has found that linking key behaviors to business strategy has a high correlation to business impact. This is why competency management is a critical component of talent management. In fact, competencies are the “glue” for integrating recruiting, development, performance management, succession management, and compensation. In this presentation, you’ll gain information and guidelines to help you create a practical and effective competency management strategy.

Key Points:

  • How to identify and select competencies best suited to your organization.

  • The impact of business strategy, culture and values on competency models.

  • Practical approaches to competency management.

  • Gaining adoption throughout the enterprise.


TM3
Talent Management Systems: The Real Scoop

Leighanne Levensaler, Senior Analyst

Wednesday, 10:45 to 11:30

Talent management software is booming, but the rapid growth has caused much market confusion. This session, based on the industry’s first comprehensive study of talent management systems, will help you understand the market, vendors, and benefits of integrated talent management systems. You’ll learn how to identify and prioritize your requirements, build a business case, learn how other companies are implementing such systems, and hear our perspectives on the future of this market. We will discuss performance management, succession planning, workforce planning, compensation, career planning, and integrated learning systems.

Key Points:

  • Understand the vendor landscape, vendor market positions, and key vendor directions.

  • Building the business case and identifying key use-cases to help select the right strategy.

  • Best practices in the selection, implementation, and long term value of talent management software.

  • Learn how to select the right system and gain maximum benefit in the short and long term.

  • Best practices in building an integrated talent management strategy.


EL9b
The Latest Facts in Corporate Learning: Benchmarking Your Investments

Karen O’Leonard, Senior Analyst

Thursday, 11:15 to 12:00

Bersin & Associates’ annual Corporate Learning Factbook is widely referenced in trade publications and regarded by many to be the industry’s most authoritative source on all aspects of enterprise learning. This session will expand on the latest research findings, just released a few months ago. You’ll find out what other organizations are spending, how they’re investing their resources, the types of technologies and tools most frequently used, and much, much more. You’ll leave with key metrics you can use to evaluate the effectiveness of your own learning operations.

Key Points:

  • Insight into all aspects of spending.

  • The adoption of various organizational models.

  • Trends in budgeting, staffing, learning delivery methods, outsourcing, and more.

  • Technology and tool adoption rates.

  • Research-based forecasts for corporate learning.


EL11
What Really Works in Learning Metrics?

Josh Bersin, President

Thursday, 2:45 to 3:45

This session brings you the highlights from Josh Bersin’s The Training Measurement Book. You’ll learn about Bersin & Associates’ unique, business-focused approach to learning metrics and its benefits over traditional methodology. The presentation will also cover the latest market trends on metrics, including budget, resources, and technology support. Attendees of this session will receive a signed copy of this just-published book.

Key Points:

  • How to align metrics to business unit and corporate strategies.

  • Identifying key, practical, and relevant metrics.

  • Using metrics to support your business case.

  • Best practice examples.


Mini-Workshops

All attendees will have the opportunity to complete one of Bersin & Associates’ unique scorecards, tools that give companies an opportunity to compare themselves to similar organizations. Prior to the conference, attendees can elect to take one of the following scorecards: learning organization, talent management, or leadership development. Scorecard results will then be given out and discussed at the corresponding workshop. Attendees will find out where their organizations excel – and where they potentially fall short – and gain guidance on how to bring about change.

EL10
Learning Organization Scorecard Workshop

Stacey Harris, Director of Strategic Services
Chris Howard, Vice President of Research

Thursday, 1:30 to 2:15

This session will explain the Bersin & Associates Learning Organization Scorecard™, a powerful tool to help you benchmark your learning organization against our best-practice database. Attendees of this session will receive scorecards for their organizations, based on assessments completed prior to the conference.

TM10a
Talent Management Scorecard Workshop

Al Johnson, Senior Advisory Consultant
Leighanne Levensaler, Senior Analyst

Thursday, 1:30 to 2:15

This session will explain the Bersin & Associates Talent Management Scorecard™, a powerful tool to help you benchmark your HR organization against our best-practice database. Attendees of this session will receive scorecards for their organizations, based on assessments completed prior to the conference.

TM10b
Leadership Development Scorecard Workshop

Barb Arth, Senior Advisory Consultant
Kim Lamoureux, Senior Analyst

Thursday, 1:30 to 2:15

This session will explain Bersin & Associates Leadership Development Maturity Model™ and new Leadership Development Scorecard™, a powerful tool to help you benchmark your leadership development program against our best-practice database. Attendees of this session will receive scorecards for their organizations, based on assessments completed prior to the conference.


Keynotes

EL1/TM1
Insights of the Perennials: Lessons from Enduring Organizations

Josh Bersin, President, Bersin & Associates

Opening Keynote

What do Procter & Gamble, IBM, McDonald’s, and Caterpillar have in common? They have all discovered the path to longevity in an ever-changing world: talent management. Talent is essence, not just advantage. And since a talent shortfall may loom ahead, what can we learn from enduring organizations? This keynote highlights their secrets: the key avenues to corporate success, the soul of effective management, the smart cultivation of leaders, mastery of the three learning tiers, and the care and feeding of systems.


EL7/TM7
The Leadership Connection: Driving Organizational Change

Liviu Dedes, Vice President of Organizational Development, Aramark
Fred Goh, Director of Strategic Learning, Caterpillar University, Caterpillar, Inc.
Steven Teal, Vice President and CLO, Honeywell International
Kathy Thomas, Vice President of Learning and Development, Northrop Grumman Corporation

Thursday, 8:30 to 9:30

Senior leaders must capture hearts and minds while driving results and paving the way for change. They must keep one eye on the bottom line and the other focused on the future. Our executive guests have all been instrumental in driving business change and competitive advantage through talent and learning initiatives. In addition to leading their own organizations, they also have direct responsibility for identifying, cultivating, and developing the next-generation of business leaders. In this panel discussion, you’ll learn how they’ve done it and their visions for what’s ahead.

Key Points:

  • Creating winning strategies for attracting and developing the right people.

  • Developing a high-performance culture.

  • How to engage employees and build an employee brand.

  • Alignment of talent strategies, processes and systems for maximum results.


EL12/TM12
The Performance Culture of Enduring Organizations

Jason Young, President, LeadSmart, Inc and Author of Culturetopia

Closing Keynote

Based on his experience as an insider at Southwest Airlines and consultant to dozens of other Fortune 500 companies, Jason Young offers a dramatically different approach to creating and sustaining a high performance workplace. His solution for companies is simple: Create an organizational culture where employees can do their best work and one that will produce the desired performance outcomes in productivity, profitability, and employee retention and customer satisfaction. The key is intentionally identifying and developing the essential factors that impact performance for any organization. Developing the elements that truly define organizational culture and that have the greatest impact on results will help sustain any company well into the future.

 
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