2017 Speakers & Sessions

We're lining up speakers and sessions for the 2017 Conference! Speakers will be added below as they are confirmed.

THE Performance Improvement Conference 2017 features an array of topics from leaders and rising stars in the Performance Improvement field. This year's conference, with 100% entirely new, never-seen-before content, features game-changing learning in 60-Minute Sessions and Roundtables. Join us in Montreal from April 28 - May 2nd for this can't-miss event. Take a look at some of this year's presenters.

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Developing Performance Improvement: Innovation and the Future of Work  |  Applying Performance Improvement  |  Maverick

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Bonnie Beresford  |  Atena Bishka  |  Mike Blahnik  |  Lianne Bridges  |  Tim Brock  |  Hamett Brown  |  Barbara Bucklin  |  Kim Carey  |  Diana Carl  |  Scott Casad  |  Elaine Chew  |  Jennifer Currence  |  Kathleen Fortney  |  Frank Fu  |  Lisa Giacumo  |  Lisa Jasper  |  Leanne Jensen  |  Laurence Lachapelle-Begin  |  Dale Lunsford  |  Anne Marrelli  |  Andrea Moore  |  Kery Mortenson  |  James Moseley  |  Rose Noxon  |  Alaster Nyaude  |  Sonya Overstreet  |  Jack Phillips  |  Will Thalheimer  |  Patricia Radakovich (Developing PI)  |  Patricia Radakovich (Applying PI)  |  William Solomonson  |  Lisa Toenniges  |  John Turner  |  Darlene Van Tiem  |  Mary Jane (Molly) Wankel  |  Jordan Wareham  |  Bob Winter

Developing Performance Improvement: Innovation and the Future of Work

Atena Bishka, MBA, MSc, CTDP
60-Minute Session

How the Big 5 Model Trumps EI

Emotional intelligence (EI) is a key phrase in leadership and management training. But how much does success in work and life depend on EI? Not much! Grounded in science, the Big 5 model predicts life success and work performance. It will be compared to EI, highlighting why EI is misleading and how the Big 5 can improve performance and enhance leadership, team building, and decision making.

Tim Brock, CPT, PhD
60-Minute Session

Workplace Performance Analytics? Next Generation PI Technology

Participantsdeath will learn how health care is using 21st century workplace performance analytics technology to address the Institute of Medicine's Future of Nursing report that discovered uneven nurse-sensitive performance indicators were a symptom of nurse role accountability, responsibilities, and authority confusion, resulting in a task vs. professional role focus. As performance improvement professionals, we can use this technology to identify costly, hidden workplace behavior gaps in real time to apply our 10 international standards in any industry.

Tim Brock, CPT, PhD

Big Data Analytics? Optimizing PI Enterprise Impact

As performance improvement practitioners, we must ask, "Do we measure what matters—workplace behavior and results?" Learn how big data analytics is transforming how we can measure performance that matters—daily human and enterprise practices and competence—and why this business intelligence technology is important to the future of our profession.

Diana Carl, EdD
60-Minute Session

Beyond EPSS and M-Learning: Create Mobile Experiences to Support Performance

Mobile functionalities have expanded to more succinctly support performers and organizations. Learn how you can take advantage of functionalities such as geolocation, increased sensory stimulation in m-learning, spatial aids, and how big data goes beyond the learning management system to reach performance goals. You will see why the concept of electronic performance support systems is only partially relevant in today's performance context, and how you can design m-learning and spatial support systems to better serve performers using a host of devices.

Lisa Giacumo, PhD
60-Minute Session
with Steve Villachica, PhD

Big Data: Hype, Promise, and PI Applications

Cutting across traditional silos among performance improvement (PI), information technology, and data science, big data analytics are a looming reality for PI practitioners. Targeted to beginners of big data and PI alike, this interactive session will share results of a systematic literature review and a job aid for applying big data. Participants will use a case study to determine organizational readiness and draft components of a proposal for using big data to close a performance gap.

Dale Lunsford
60-Minute Session

Statistics, Not Sadistics: Understanding Statistics in Research

When you think of scholarly papers, do you think of easy-to-read papers providing you with valuable insights for performing your job? No? Scholarly papers often rely on statistics to communicate information. The statistics can get in the way of understanding the papers. This session will provide you with a refresher on how to interpret statistics—no calculations necessary—so you may gain useful knowledge from scholarly research like articles in ISPI's Performance Improvement Quarterly.

Kery Mortenson, CPT
60-Minute Session
with John Lazar & Tim Gillum, Ph.D

Game Changing Strategies that Unleash Performance Improvement

If you could "change the game" for you and your organization, what might that look like? What might become available and possible? For human performance technology (HPT) practitioners to be successful, consider that we must be able to identify and implement strategic game-changing interventions. Within this framework, participants will receive, discuss, and practice several tools. These tools challenge and shift our currently held assumptions about implementing HPT methodologies.

Kery Mortenson, CPT
60-Minute Session

Building an Organizational Strategy in Four Hours

This session will provide the hands-on approach to leverage a creative blend of performance technology tools with the strategic needs of the organization. The innovative nature of this approach breathes new life into the tried-and-true standards for developing a robust strategy that is fast, focused, fun, and sustainable. This session simulates creating an organizational strategy for an organization at the ever-changing pace we work in.

Patricia Radakovich, PhD, CPT, CPLP
60-Minute Session

A Layperson's Guide to Systematic Review and Meta-Analysis

Systematic review and meta-analysis are complementary research techniques useful in synthesizing information across industries. When human performance technology researchers work in tandem with researchers in other fields such as organizational psychology and business, practitioners can offer new evidence-based solutions to performance issues that can help drive our field in a new direction.

John Turner, PhD
60-Minute Session

Tying Leadership Capacities to Leadership Developmental Techniques

Leadership development programs need to be varied based on the organizational needs, level of complexity, and experiences of trainees. This session presents leadership capacities that have been identified in the literature and ties these capacities with leadership development techniques. These capacities and developmental techniques are presented in a categorized matrix, providing a tool for practitioners and managers to choose the best leadership developmental techniques based on the needs of their situation.

Darlene Van Tiem, CPT, CPLP, PhD

What's Up, Doc? Performance Improvement and Training Trends

Performance improvement is dynamic and should be geared to the present and future. Professionals help clients or internal departments maintain "bench strength" so that robust employees are prepared for today and the future. By understanding trends, it is possible to design training or other interventions that result in positive outcomes.

Bob Winter, CPT, CSP
60-Minute Session

Getting Started with Agile

Agile was invented by and for software makers. The Agile Manifesto and Principles mention "software" five times and all other forms of work output zero times. Non-software people are increasingly interested in the benefits of Agile, such as adaptability to change and more consistent delivery of value to customers. But, how do you practice Agile software development methods when you are not developing software? There is so much to consider, but how do you get started?

Applying PI

Bonnie Beresford, PhD
60-Minute Session

Data: Fact or Fiction?

There is much buzz around "big data." Used well, data can offer powerful insights. Used hastily—or naively—it can be misinterpreted and lead to bad decisions. Rich with examples, this session helps attendees become better, and more critical, consumers of data. The session explores the "other factors" that influence performance outcomes—factors that must be considered when interpreting the data around the impact of human performance technology investments.

Hamett Brown, EdD
60-Minute Session

Developing Useful Survey Instruments

Participants will learn to develop and administer a survey instrument for organizational research. Participants will actively develop a survey to collect organizational data (attitudinal and demographic), determine the proper sampling frame, and recognize that these data may be used for various purposes. Participants will also learn methods used to increase return rates.

Barbara Bucklin, PhD

Context-based Learning: When and Where It Is Needed

Research proves the farther the learning environment is from job context, the more difficult it is to retain newly learned skills. Participants will explore how Ardent partnered with Nissan to bring training and coaching directly to 500+ dealerships, using the employees' own tools, resources, and job environment.

Kim Carey

Instructional Design Recommendations for Badge Systems

The goal of the study was to provide insight to instructional designers and issuers of badges and to provide guidelines for badge program implementation. Participants will have the opportunity to discuss the study results and share their own experiences or interests with badges.

Scott Casad, CDR, CPT, PhD
60-Minute Session

Training Validity and Reliability, Who Needs It?

You need it! An immense amount of time and money goes into creating training. Don't you want to know that your course is training what needs to be trained and is repeatable? The U.S. Coast Guard Course Assessment Program (a prior ISPI Award of Excellence winner) assesses training validity and reliability. Come learn about our processes and procedures, and take home our job aids to help drive your training program to greater success and impact.

Elaine Chew
with Frank "Cody" Kellner & Rose Baker

Leader-Member Exchange and Organizational Culture

This session will use Hofstede's cultural dimension model, the Global Leadership and Organizational Behavior Effectiveness project, and the Leader-Member Exchange to explore the relationship between leader-member exchange and organizational culture. A review of current literature shows a potential gap and new area for future research.

Jennifer Currence
60-Minute Session

Performance Management in a VUCA World

In our volatile, uncertain world, not even performance appraisals can survive. Why are companies ditching traditional performance evaluations, and what are they doing instead? Instead of dreading evaluation season, imagine a world where employees were held accountable for their own development, and managers were there to help them. Learn a framework for incorporating a coaching-based performance model into your organization and how it can affect your bottom line.

Kathleen Fortney, EdD
60-Minute Session

The Art of Making Stuff Up

How do you add value in the instructional or performance design process? Many designers feel that their project fate is in the hands of their subject matter expert (SME), without realizing what they can personally do to expand and transform SME content and expedite their projects. This session will provide tips, examples, and practice activities in the art of "making stuff up" to add value during the design process.

Frank Fu, CPT, PhD
60-Minute Session

Sales Performance Improvement: Selling HPT to MBAs

As performance improvement professionals, we know that human performance technology (HPT) can benefit sales managers greatly. However, based on my experience as a former sales manager and marketing professor, HPT has yet to become part of the everyday language of sales management. In this session, I address the challenges and opportunities associated with teaching HPT to business students and sales professionals. Theoretical foundations, important steps, and case studies of my Sales Performance Improvement Methodology will be presented and discussed.

Lisa Jasper, CPT
60-Minute Session

Performance Improvement and the Internal Consultant

Internal consultants play a unique role in driving successful change in organizations. Unlike external consultants, internal consultants face a unique set of challenges as they maintain relationships while "influencing" without authority. Even with these challenges, internal consultants can still do good work by committing to improve measurable results, use validated performance improvement methodology, and apply a broad "toolkit" of improvement strategies and tactics so that they can enable their internal departments to optimize performance.

Leanne Jensen
60-Minute Session

Gamification of Value Stream Mapping for Performance

Lean and performance improvement can be married to unlock unlimited performance potential. By using visual stream mapping techniques and partnering with others, performance gaps are identified and appropriate interventions selected to achieve improvements in flow, quality, stability, and morale. Come learn what visual value stream mapping is, how to apply it, and the benefits of keeping it in your performance tool box.

Leanne Jensen
60-Minute Session

Solving Wicked Performance Problems in 100 Days

Solving wicked problems in 100 days requires a different approach to framing the problems. Design thinking, specifically the use of divergent and convergent thinking, can help solve performance problems by allowing a team to quickly explore many solutions to its problem. Learn how performance improvement has embraced design thinking in achieving improvements of over 30% in less than 100 days.

Laurence Lachapelle-Begin
60-Minute Session

Sustaining an Internal Community of Practice

Communities of practice can contribute to an organization’s performance, but their implementation and support remains a challenge. This World Café activity will give you the opportunity to share your reflections and experience about communities of practice, and to develop concrete action possibilities in collaboration with your peers.

Anne Marrelli, PhD
60-Minute Session

Innovation in Government Succession Planning: Case Study

Formal succession planning is rare in federal agencies. Regulations specific to government pose special challenges. This session will present the Federal Aviation Administration's innovative succession planning program that abides by both the letter and the spirit of the law while preparing successors for mission-critical positions and promoting diversity and inclusion. Challenges, use of technology, and lessons learned will be highlighted. Audience members will learn how to develop a succession planning program for their organization.

Andrea Moore, CPT

Working with SMEs: Good, Bad, and Ugly

Performance improvement specialists work with subject matter experts (SMEs) in all different situations. And we all know it can be rewarding or challenging, or both. At this session we will share war stories and show battle scars; and participants will leave with some strategies to deal with all types of SMEs.

James Moseley, CPT, EdD

You Want It WHEN? Successful Program Evaluation

Evaluation is a frequently overlooked or inadequately conceived component of human performance projects. Many projects and proposals get neither approved nor funded because they lack a robust evaluation plan. This interactive discussion looks at seven steps for conducting successful program evaluations. A kaleidoscopic view of each is presented.

Alaster Nyaude, CPT, PhD
60-Minute Session

Essence of Lean for Organization Transformation

This session provides models, best practices, tools, and numerous performance improvement resources to unlock organizational performance. The case study covered during the session will ensure the interventions deployed are practical, sustainable, and results oriented.

Rose Noxon, CPT, PhD, PMP
60-Minute Session
with Darlene Van Tiem, CPT, CPLP, PhD

Fundamentals of Performance Improvement for Training Developers

The performance improvement (PI) model, the basis for Fundamentals of Performance Improvement: Optimizing Results through People, Process, and Organizations (3rd edition, 2012, Van Tiem, Moseley, and Dessinger), is designed to promote the science, art, and implementation of performance technology. PI practices draw from and can contribute to training development practices. This session introduces training professionals to the PI model and PI tools that can contribute to training analysis, delivery mode decisions, and products.

Sonya Overstreet, MS, CPT

Introducing Performance Improvement to Engineers—It Is Doable

This session will demonstrate the challenges performance improvement practitioners may face and will reinforce the 10 CPT standards by showing how applying the standards leads to the acceptance of performance improvement in a complex organization.

Jack Phillips, PhD
60-Minute Session

ROI and Performance Improvement: An Unbeatable Team

Recent studies have shown that the use of return on investment (ROI) is growing. For example, Chief Learning Officer magazine reports that 71.2% of chief learning officers are either using ROI or planning to use ROI as a tool to show the value of learning. Studies from human resources, marketing, technology, and quality are showing similar trends. This session will show why ROI is becoming such an important issue and why performance improvement is the principal goal for most ROI projects.

Patricia Radakovich, PhD, CPT, CPLP

Achieving Balance with Mind Mapping

Mind mapping has been used in a variety of ways, from brainstorming to project management. Due to its visual nature, it is a great tool to help achieve balance. Come learn how this simple tool can help you see the root cause of your balance issues in mere minutes.

William Solomonson, CPT, PhD
60-Minute Session

An IT Case Study in Competency-Based Performance Improvement

Participants will benefit from this session by engaging in a case study to gain knowledge and familiarity in performance improvement consulting, organizational development, competency and behavioral-based systems, the critical incident technique, and an outcome-focused approach. DiversiCorp Communications grew extremely fast to support its health system client's enterprise information technology needs. Often promoting strong performers from within, DiversiCorp leadership recognized that their directors and managers needed enhanced support to maintain their expected level of service to their health care client.

Will Thalheimer, PhD
60-Minute Session

Neuroscience and Learning: What the Research Says

Neuroscience is hot, hot, hot! This is especially true in the learning field. Every conference, every trade association, and seemingly every vendor have put forth messages about the power of neuroscience and brain-based learning design. In this session, we will separate truth from fiction—by looking at what neuroscientists say, by looking at the research, and by weighing the evidence on both sides of the debate. Get your brain straight on this very important topic!

Will Thalheimer, PhD

Smile-Sheet Question Challenge Quiz Show

Based on ideas from his book, Performance-Focused Smile Sheets: A Radical Rethinking of a Dangerous Art Form, Will Thalheimer will present roundtable participants with a series of smile-sheet questions and ask for critiques and discussion. Through a cracker-barrel Socratic method, radical ideas will be surfaced.

Lisa Toenniges, CPT

Performance Improvement Solutions: Estimate Effort Better

Whether an internal learning and development consultant or a freelancer, effectively estimating project effort, and thus cost, is key to ensuring your department or business operates profitably. In this roundtable, participants will look at considerations for determining the number of hours needed to complete a project.

Mary Jane (Molly) Wankel, PhD

Rationale for Federal Law Enforcement Training Accreditation

During this time of police-related violence, whether done by or to police officers, it is imperative that law enforcement training programs undergo and maintain accreditation.

Jordan Wareham
60-Minute Session
with Lisa Giacumo, PhD

Death by PowerPoint: Reversing the Curse

Often, industrial and corporate training course sessions turn into highly directive death-by-PowerPoint lectures devoid of learner interaction. There's a better way. Participants will be able to identify directive courseware and understand strategies for converting that courseware to scenario-based, interactive presentations. Also, participants will apply human performance improvement and instructional design theories to address organizational needs, foster learner engagement, improve performance, and document the results.


Mike Blahnik

Connecting with the Business Leaders

Performance improvement professionals must connect quickly and effectively with executives. To accomplish this, it is critical that we understand the underlying business drivers that shape an executive's decision-making process. After this roundtable, participants will have the tips necessary to connect with executives, resulting in more impactful interactions and solutions.

Lianne Bridges
60-Minute Session

Discover the Thrive Zone, Awaken Peak Performance

When we identify the sweet spot where each individual's talent, training, experience, and unique style intersects with his or her passion, purpose, and values (the individual’s Thrive Zone), we uncover the blueprint for optimizing performance, impact, and fulfillment.