AUSTIN TX by yaosaigeng

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									AUSTIN, TX
The Society of Insurance Trainers & Educators
       57th Annual Conference
TABLE OF CONTENTS
     WELCOME
     02   Letter from the President
     03   Welcome from VP Annual Conference
     04   2010-2011 SITE Board of Directors
     05   General Information



     AGENDA
     06   Saturday
     06   Sunday
     08   Monday
     11   Tuesday
     13   Wednesday

     SPEAKERS
     14   Keynote Speakers
     15   Concurrent Session Speakers
     19   Learning Lab Speakers

     MORE INFORMATION
     20   Silent Auction
     21   Charity - Austin Children’s Shelter
     22   SITE Scholarships
     23   SITE Volunteer Opportunities
     24   Solution Showcase
     27   Hotel Map
     28   Anti-trust Statement/Regions info
     29   Conference Committee/Acknowledgements
     30   SITE Sponsors
LETTER FROM THE PRESIDENT

     Welcome to Austin, Texas and the 57th Annual Conference of the Society of Insurance Trainers and
     Educators (SITE).

     Austin is a small capitol city with a big reputation. They pride themselves in being “The Live Music
     Capital of the World” and they celebrate keeping it “weird” – embracing their community of artists and
     musicians.

     SITE’s 2011 Conference Committee Teams have been diligent and conscientious as they have created
     an outstanding experience for all attendees. The Program Committee has put together a variety of
     keynote speakers, presenters and workshops that address workplace challenges and opportunities for
     personal growth. I want to extend special thanks to Carolyn Hansen and her fantastic team for their
     hard-working efforts.

     For the next several days you have an opportunity to develop new business relationships and
     network with other insurance training professionals. You will participate in interactive workshops
     learning about useful tools. Exhibitors will gladly share solutions, expertise and services. The hotel’s
     close proximity to 6th Street will provide opportunities to listen to live music. Watch as over 1 million
     Mexican free-tail bats fly out from under the Congress Street Bridge adjacent to the hotel each night at
     dusk.
                                                                                                                 WELCOME FROM THE
     If you are a first-time attendee make the most of opportunities to connect with other insurance industry
     learning professionals. For returning conference participants please reach out to the first time
     attendees and make them feel welcome.
                                                                                                                 ANNUAL CONFERENCE VP
     At SITE’s 2011 Conference we encourage you to get involved in session discussions to share your
     experiences, challenges and successes. There is much we can learn from our collective experiences to
     ensure a rich, rewarding experience. Thank you for choosing to join us in Austin at SITE’s 2011
     Conference.
                                                                                                                 Hey Y’all,

     Sincerely,                                                                                                  Welcome to the Live Music Capital of the World. SITE and Austin have many things in common: Innovation is prevalent
                                                                                                                 in both – in SITE, we’re trying new ideas out this year such as the Learning Labs and have added some technology to our
     Brenda Davis                                                                                                Keynote Sessions; Austin is a high-tech city with companies big into electronics. SITE is a “small-ish” society with a BIG
     SITE President                                                                                              commitment to helping people improve and develop their professional training and development; Austin – is a “small-
                                                                                                                 ish” city, with a huge commitment to education with The University of Texas, Huston-Tillotson, Concordia and Austin Com-
                                                                                                                 munity College. SITE members love to dine-around and eat; Austin has the best Tex-Mex in the world! SITE members
                                                                                                                 love to shop around for new ideas and training practices; Austin and the surrounding area have lots of places to shop – if
                                                                                                                 they don’t have it in Austin – you don’t need it!

                                                                                                                 Most of all, we’re excited you’re here! More than 55 of your fellow SITE members have had a hand in preparing for this
                                                                                                                 conference. We’ve done our best to provide a great program and we’re “fixin’ to” have several days of great speakers,
                                                                                                                 concurrent sessions, learning labs and networking. We encourage you to take advantage of as many sessions that you
                                                                                                                 can, ask lots of questions and share best practices. The SITE Annual Conference isn’t successful unless you’re “Plugged
                                                                                                                 In” and involved in the program.

                                                                                                                 Thanks for coming!

                                                                                                                 Carolyn S. Hansen
02                                                                                                               VP – Annual Conference                                                                                                       03
                2010-2011 SITE BOARD OF DIRECTORS




                                                                                                                                                                      GENERAL CONFERENCE INFO
PRESIDENT                     PAST PRESIDENT              VP MEMBER SERVICES                VP ANNUAL CONFERNCE
Brenda Davis, AAI, AIS, ITP   Paul Balbresky, CLU, ITP    Teresa Headrick, PCS,             Carolyn Hansen, MA
Alliant Insurance             Balbresky Consulting        FLMI, ITP                         Country Financial
Services, Inc.                Services                    Unum
                                                                                                                            Registration and Help Desk Hours:               Access to Presentation Material:               Registration/Help Desk and
                                                                                                                            Saturday         3:00 PM – 6:00 PM              Presentations received from speakers will      Roadies War Room:
                                                                                                                            Sunday           8:00 AM – 12 PM and            be made available on the SITE website with     The Registration/Help Desk is located in
                                                                                                                                             1:30 – 6:00 PM                 their permission. Access to the session        Directors Two. The Roadies (Conference
                                                                                                                            Monday           8:00 AM – 5:30 PM              material will be granted to SITE members       Committee) War Room is in Padre Island
                                                                                                                            Tuesday          7:00 AM – 11:00 AM             only through the Member Section of the         (the meeting room, not the actual Island)
                                                                                                                                                                            SITE website, www.insurancetrainers.org.
                                                                                                                            Badges:
                                                                                                                            SITE Austin 2011 badges must be worn to         Cell Phones, PDAs & Other
                                                                                                                            gain entrance to all conference                 Technologies:
TREASURER                     SECRETARY                   CENTRAL - REGIONAL VP             EASTERN - REGIONAL VP           activities including the evening events,        As a courtesy to all SITE Austin 2011
Mary Ellen Dorsey             Brad Gutcher                Mark Fine, CPCU, AIS, AINS, ITP   Ken Swymer, Ed.D, CPCU,         Sunday Exhibit Hall Reception and Tuesday       presenters and attendees, please set PDAs,
Allstate Insurance Company    Nationwide Insurance        Columbia Insurance Group          CLU, CFP RHU, AU, AIS, ITP
                                                                                                     ,                      Night Closing Banquet. If you misplace your     cell phones and other devices to silent
                                                                                            Liberty Mutual Agency Markets   badge, please go to the registration desk for   mode. If you need to take a call during a
                                                                                                                            a replacement. All badge                        session please exit the room quietly with as
                                                                                                                            replacement requests require a valid I.D.       little disturbance as possible.

                                                                                                                            Conference Dress:
                                                                                                                            The dress code for SITE Austin 2011 is          Photography:
                                                                                                                            business casual. It can be cool in the          Throughout the conference, pictures will
                                                                                                                            meeting rooms during the day so please          be taken to document the conference. We
                                                                                                                            bring a light sweater or jacket. Austin         may use these throughout the Society year
                                                                                                                            temperatures outside in June average            to promote our programs and activities.
                                                                                                                            around 100 degrees, usually with medium         Should you not wish to have your picture
                                                                                                                            to high humidity during the day down            used, please contact the Conference V.P.
SOUTHERN - REGIONAL VP        WESTERN - REGIONAL VP       EXECUTIVE DIRECTOR                                                                                                Carolyn Hansen or Executive Director
Michelle Kologinczak,         Chris Behymer, CPCU, ASLI   Melissa Palank                                                    to only 75 - 80 degrees in the evening.
                                                                                                                            Monday is Corporate Shirt Day and Tuesday       Melissa Palank.
CPCU, AIC                     Markel Corporation          Nonprofit Solutions
State Farm Insurance                                                                                                        evening we’re going to do some “boot-
                                                                                                                            scootin’” so be sure to wear your jeans,        Keynote speakers may not be videotaped or
                                                                                                                            cowboy/cowgirl shirt, hat and boots!            audio recorded.


                                                                                                                            Internet Access:
                                                                                                                            The hotel provides guests high-speed access
                                                                                                                            in their room for $9.99/24-hour period.
                                                                                                                            Service is through SwissCom.


04                                                                                                                                                                                                                                                                     05
                                                                                                                                                 ________________________________________________________                 Most importantly, there is stability and consistency in the results,
                                                                                                                                                                                                                          achieving our goal of providing members with accurate information

CONFERENCE AGENDA                                                                                                                                1:00 PM - 4:00 PM     Exhibitors Set up
                                                                                                                                                                       Location: Texas Ballroom 1 - 3
                                                                                                                                                                                                                          while managing each call effectively.

                                                                                                                                                 ________________________________________________________
                                                                                                                                                                                                                          “Creating High Impact Videos in a Low-Cost World”
                                                                                                                                                 1:15 PM - 2:30 PM          Concurrent Sessions                           Location: Hill Country C - D

                                                                                                                                                 “From Design to Implementation – Lessons Learned from an                 Steve Baker – Allstate Insurance
                                                                                                                This event will start at the
SATURDAY, JUNE 25, 2011                                                                                         Hyatt Regency for a 4 mile       Agency Systems Integration and Training Project”
                                                                                                                                                 Location: Big Bend A - D                                                 Whether it’s the increasing speed of time to market, the growing
                                                                                                                walk/run with an optional
3:00 PM - 6:00 PM     Registration                                                                                                                                                                                        presence of Millennials in the workforce or the steady shift in our
                                                                                                                1.9 mile loop around
                      Location: Texas Foyer                                                                                                      Sherrie Aldrich – Alliant Insurance Services, Inc.                       culture from reading to watching movies and television, video has
                                                                                                                beautiful Lady Bird Lake.
________________________________________________________                                                                                                                                                                  become a vital and necessary part of our learning arsenal. The rise
                                                                                                                Route cards will be given
                                                                                                                                                 “Jane, we need you to find a new computer system, change the way         of inexpensive video recorders, webcams, screen casting and smart
                                                                                                                to each participant to allow
3:00 PM - 4:00 PM     Introduction to Austin – Presented                                                                                         everyone does their job and merge all our other systems in to one.       phones with video recorders built-in has made video available and
                                                                                                                you to participate at your
                      by the Hotel Concierge                                                                                                     Oh, and we need it done quickly.” Sound familiar? If you have            more affordable than ever before.
                                                                                                                own pace. Join us in the
                      Location: Hill Country A - B                      lobby at 6:30am for a group stretch before heading out. Water will       experienced the panic when asked to coordinate and complete a
                                                                                                                                                 colossal task, this workshop is for you.                                 Come learn the basics of shooting and producing high-impact
________________________________________________________                be provided for all participants. Please indicate your interest at the
                                                                                                                                                                                                                          videos that won’t break the bank. Discover the essential steps in
                                                                        conference registration booth. There is no charge for this event.
                                                                                                                                                 Participants will gain valuable insight from the Project Manager who     creating videos for your learning solutions: finding the talent,
4:00 PM - 4:30 PM     Steering Committee Meeting and                    ________________________________________________________
                                                                                                                                                 is migrating her insurance agency of 42 offices, 1200 employees          writing the script, shooting the scene, and post-production.
                      Conference Volunteer Meeting                                                                                                                                                                        Recognize potential roadblocks and landmines to avoid. Bring your
                                                                        8:15 PM - 9:30 AM     First Time Attendees Breakfast/Coffee              and 9 different computer systems into one agency management
                      Location: Big Bend A - D                                                                                                                                                                            smart phone, video or flip camera and a willingness to experiment.
                                                                                              Location: Foothills II (17th Floor)                system. And leave with a ‘road map’ of tips, techniques and tools to
________________________________________________________                                                                                                                                                                  Remember, it’s not surgery it’s only training: no one is going to lose
                                                                        ________________________________________________________                 help you with your next project, From Design to Implementation.
                                                                                                                                                 Let’s get started...                                                     a limb.
6:00 PM - 9:30 PM         Pre-Conference Networking Event
                                                                        9:00 AM - 10:30 AM        Family Get Together
                          Location: The Oasis                                                                                                    “e-Blue Progressions: Member Service Delivery Remote New                 If you have learned how to use Word or Excel, you can learn to
                                                                                                  Location: Foothills I (17th Floor)
                                                                                                                                                 Hire Training Model” – SITE Innovation Award Winner                      shoot and produce video. Don’t be left out or left behind. Join us
                                                                                                                                                 Location: Hill Country A - B                                             for an informative and fun session. Who knows you may find you
                                                                        While you are enjoying the SITE Conference, have your family drop
                                                                                                                                                                                                                          are the next Steven Spielberg or Kathryn Bigelow.
                                                                        by for a Family Get Together hosted by Vale Training Solutions.
                                                                                                                                                 Michelle Bleakley – Blue Cross and Blue Shield of Massachusetts          ________________________________________________________
                                                                        This is a great way for the families of SITE members to meet, greet,
                                                                        and start to build their own network. The hotel Concierge will be
                                                                                                                                                 Over the past two years Blue Cross and Blue Shield of                    2:45 PM - 4:00 PM         Concurrent Sessions
                                                                        available in the Suite for an overview of local activities and to
                                                                        answer questions. Come by and enjoy goodies that include muffins,        Massachusetts has expanded its technical infrastructure to foster
                                                                                                                                                 a culture dedicated to workforce mobility. By the end of 2008,           “The De-Emphasis of Personal Skills Training (Whether Inten-
                                                                        croissants, danishes, coffee, tea, juices, and soda. Hope to see you
                                                                                                                                                 our company announced that over 500 associates were enrolled             tional or Not)”
                                                                        there!
                                                                                                                                                 in our corporate e-Working program. To add depth to BCBSMA’s             Location: Big Bend A - D
                                                                        ________________________________________________________
                                                                                                                                                 mobile workforce capabilities, the Member Service Delivery division
                                                                                                                                                 transferred its award-winning, 12-week training model to an online       Mark Fine, CPCU, AIS, AINS, ITP– Columbia Insurance Group
                                                                        10:00 AM - 11:30 AM       Keynote Session & Conference Kickoff
                                                                                                  Location: Texas Ballroom 4 - 7                 learning platform that maximizes the use of a variety of
                                                                                                                                                 technologies in training.                                                Most companies these days spend much of their time developing
                                                                                                                                                                                                                          their employees by increasing their knowledge of the new
                                                                        “Getting More Standing Ovations From Your Circus!”
                                                                                                                                                 This enhancement allows new hires at Blue Cross and Blue Shield          technology they need to know to function in their jobs, but most
                                                                        Jones Loflin – Author of Juggling Elephants
                                                                                                                                                 to learn right from their homes. In 2008 and again in 2010, two          problems in the workplace have very little to do with an employee’s
                                                                                                                                                 groups of new hires engaged in this innovative learning approach         technical inability to do their jobs. The problems have to do with
                                                                        Experiencing some angst about ALL you have to do? Feeling
The Oasis on Lake Travis Restaurant -- highlighting the beautiful                                                                                within the Member Service Delivery division by participating in          a person’s lack of one or more Personal Skills. This is true for all
                                                                        overwhelmed just thinking about how you’re managing both your
sunset view. Come join us for great food, a wonderful view, and a                                                                                remote training.                                                         levels of employees from front-line to senior management
                                                                        professional and personal endeavors? Struggling as a trainer or
beautiful sunset. This event includes transportation to and from the                                                                                                                                                      employees. This session will focus on the importance of keeping
                                                                        leader of others because you rarely get to do more than simply
restaurant with two departure times after dinner to allow shopping                                                                               The e-working pilot and subsequent training has exceeded the             Personal Skills training at the forefront and finding new ways to
                                                                        take care of their crisis? If your answer is yes, this program is for
time. Comfortable coaches will allow you to relax and just enjoy the                                                                             division’s expectations and, most importantly, has allowed us to         package or combine Personal Skills topics into training or learning
                                                                        you. Based on the award-winning book, Juggling Elephants, expect
ride. Their large coaches will take you to and from the restaurant,                                                                              improve our service, creating a better experience for our members.       experiences to help improve performance.
                                                                        to leave this program better equipped to focus your time and
and this is included in the cost of this event. Busses will be at the                                                                            The pilot team demonstrated 100% availability and achieved
                                                                        energy to get more of the things done that are important both to
                 .M
hotel by 5:45 P and they are scheduled to leave by 6:00 P       .M.                                                                              quality results higher than past on-site classes.                        “The Power of Change”
                                                                        you and your organization. Jones Loflin, the co-author of Juggling
                            .M.           .M.
Dinner will be from 6:30 P to 9:30 P The busses will leave the                                                                                                                                                            Location: Hill Country C - D
                                                                        Elephants, brings a wealth of humor and practical solutions to help
                              .M.
restaurant at 9:30 & 10:00 P for the return trip back to hotel.                                                                                   As a company, we have been strategically charged with creating a
                                                                        you run YOUR circus instead of letting the circus run you.
________________________________________________________                                                                                         new culture of innovation, risk-taking, and collaboration in an effort   Carolyn “Cal” Durland, CPCU – ACORD and Kitty Ambers, CPIA,
                                                                        ________________________________________________________
SUNDAY, JUNE 26, 2011                                                                                                                            to positively impact the member experience. e-Blue Progressions          CIC, CISR, CPIW, CRMCS, IMIM – American Insurance Marketing
                                                                                                                                                                                                                          and Sales (AIMS) Society
                                                                        11:45 AM - 1:00 PM        Lunch                                          has not only created a new learning environment for associates
6:30 AM - 7:45 AM         Fun Run                                                                 Location: Foothills I & II (17th Floor)        but a change to our service center that has allowed us to improve
                                                                                                                                                 service and access to it, ultimately creating a better experience for    One constant in the insurance industry is change. In this session,
                          Meet in the Lobby
                                                                                                                                                 our members.                                                             participants will learn how to use The POWER of Change®, a
06                                                                                                                                                                                                                        change management program built around a five-step process 07
that helps organizations implement change from their customers’          Virginia “Ginny” Clarke – Author of Career Mapping – Charting
perspective.                                                             Your Course in the New World of Work

The packaged program which combines many different                       Optimized talent is the secret weapon for companies seeking peak
training methods can be delivered to internal or external audiences      performance. Many organizations claim to recognize that their
by training professionals or others whose primary responsibility is      talent is their most valuable asset. Yet few organizations, especially
not training, but whose jobs require interaction with employees and      on the heels of this recent recession, are investing in an
business partners facing change. Attendees get to experience The         infrastructure that leverages their employees to their optimum level.
POWER of Change® program from the perspective of a key carrier           At the same time employers are seeking more productivity and
customer group—insurance agencies that want to undergo a shift           innovation from their employees, employees want more from their
from a processing focus to a strong sales culture.                       employers. Achieving the right balance requires a paradigm shift.
                                                                         ________________________________________________________
By experiencing the process from an agency professional’s
perspective, participants will not only learn about a positive change    11:15 AM - 12:30 PM   Lunch in the Exhibit Hall
management tool, but also gain insight into a key business issue                               Location: Texas Ballroom 1 - 3
that affects carrier marketing, underwriting and information systems     ________________________________________________________
professionals as they work to cultivate stronger business
relationships with—and revenue from—their distribution force.            12:45 PM - 4:00 PM         3 Learning Labs

“Pedicure for Social Media Footprints: Make Your Digital Foot-           “Becoming a Rapid E-Learning Pro: Articulate Style”
prints Advance Your Career and Not Get Stuck in Mouth”                   Location: Hill Country A - B
Location: Foothills II (17th Floor)
                                                                         Tom Kuhlmann – Author of The Rapid E-Learning Blog
Doug Caldwell – Facilitator Extraordinaire’                              David Anderson – Community Manager, Articulate

Do you suffer from “Ngenophobia – the irrational and morbid              The challenge for many rapid e-learning designers is knowing
fear of youth, especially with regards to the use of the Internet...”?   which type of course to build. It makes sense when even the
This occurs with older generations lacking the depth of digital          experts don’t agree. “More interactivity” claims one expert.
experiences. The Millennial Generation [1980~1999, aka digital           “Scenarios and branching” cries another. “It’s all about gaming”                                                                                       •   Prepare a procedure guide including decision-making steps
                                                                                                                                                    “Building Better Job Aids: How to Shorten or Even Eliminate
natives] and Generation I [born since 2000] had life experiences         exclaims another. Meanwhile, your customers tell you they just need
                                                                                                                                                    Training While Improving Performance”
with all things digital compared to older generations [digital im-       something now, regardless of how it’s designed. “Just get it done!”                                                                                     Participants will receive written materials, job aids, worksheets,
                                                                                                                                                    Location: Hill Country C - D
migrants]. These digital experiences created values different from       The mixed messages are enough to give even Gen-Y’ers cognitive                                                                                         checklists, practice exercises and feedback needed to guide their
those who learned mostly in an analog fashion leading to potential       overload.                                                                                                                                              performance. Participants will be able to use all of these materials
                                                                                                                                                    Daniel A. Raymond, Jr. CPT, CIT – Performance Plus
conflict between generations over learning methods.                                                                                                                                                                             back on-the-job.
                                                                         The reality is that there isn’t a single, best way to design e-learning.
                                                                                                                                                    This Learning Lab provides participants with the skills to decide
Workplace learning always done in analog form will fail with digital     In fact, most corporate e-learning falls into one of three categories.                                                                                 A reading assignment will be e-mailed to individuals who are
                                                                                                                                                    when job aids are appropriate performance support tools and to
natives. Think: training manual vs. Kindle/iPad; lecture vs.             The trick is knowing where your courses fit and how to design them                                                                                     pre-registered for the learning lab. This material will provide
                                                                                                                                                    develop the most common types of job aids. Job aids are a critical
podcast; class room vs. webcast.                                         with the time and resources at your disposal.                                                                                                          participants with a basic level of knowledge about job aids that will
                                                                                                                                                    component of all types of effective and efficient training including
                                                                                                                                                    instructor-led, self-paced, and e-learning.                                 assist them in completing the lab.
Digital immigrants do have significant ‘analog’ values that can          In this hands-on workshop, participants will use actual course files
create learning results aided by social technologies. Learn six          while learning practical steps to:                                                                                                                      Participants may use a personal laptop but it is not required. All
                                                                                                                                                     Participants will learn to reduce or eliminate unnecessary training
values to create learning WOWs! & O*M*G moments across all                                                                                                                                                                      necessary worksheets and checklists will be available in written and
                                                                         •   Design an e-learning strategy around the three most common             with job aids specifically targeted at the user, work environment,
generations in the workplace.                                                                                                                                                                                                   electronic format.
                                                                             types of e-learning                                                    and desired job performance. The workshop applies adult learning
________________________________________________________
                                                                                                                                                    principles, allowing participants to work in a self-paced format with
                                                                         •   Get the most out of simple, good-enough e-learning projects            colleagues in small groups, interact individually with the facilitators,    “The iPad and Training Design”
4:15 PM - 7:30 PM     Showcase Exhibit Hall Opening                                                                                                                                                                             Location: Big Bend A - D
                                                                                                                                                    and practice skills until achieving high self-efficacy. Participants will
                      Reception                                          •   Visually align their course designs with their learning objectives
                                                                             and content                                                            analyze and develop job aids for materials they bring to the lab.
                      Location: Texas Ballroom 1 - 3                                                                                                                                                                            Ron Zamir – Allen Communication Learning Services
                                                                                                                                                    Individuals will present the results of their work to other members of
________________________________________________________                                                                                                                                                                        Barbara Matthews – Allen Communication Learning Services
                                                                         •   Apply rapid instructional design models to rework an existing          the group.
                                                                             course into an interactive, scenario-based course
MONDAY, JUNE 27, 2011                                                                                                                               At the end of the Learning Lab participants will be able to:                As a new technology or communication gadget emerges, there
                                                                         The presenters will be using the Articulate Rapid E-Learning Studio                                                                                    are always questions about how it can be utilized by corporations
8:00 AM - 9:30 AM     Breakfast in Exhibit Hall                          for these sessions. To participate in the hands-on activities requires     •   Describe the business case for job aids as a Human Perfor-              to improve operations, to disseminate information, and to train
                                                                         the software. If you don’t currently own it, you can download and              mance Technology intervention to improve job performance                employees and/or customers. The latest technological gadget to
                      Location: Texas Ballroom 1 - 3
________________________________________________________                 install the trial version for the sessions. With that said, many of the                                                                                capture the corporate world’s attention is the Apple iPad.
                                                                                                                                                    •   Discuss the little known secret of “wrap-around” training
                                                                         ideas and concepts in the sessions do transcend the tools and you’ll
9:45 AM - 11:15 AM         Keynote Session                               be able to apply them to your own situation. As a bonus, all source        •   Describe why it is important to identify user characteristics and       This session will provide SITE Conference participants with key
                                                                         files, assets and templates used in this workshop will be provided to          the performance environment when developing job aids                    information, tools and practical applications on how the rapid-
“Talent Optimization – The Secret Weapon”                                participants.                                                                                                                                          selling iPad can serve as an effective training platform for corporate
                                                                                                                                                    •   Define the job task (desired job performance)                           users. This interactive session will give attendees the chance to see,
Location: Texas Ballroom 4 - 7
                                                                                                                                                    •   Determine if job aids are appropriate                                   and participate in, hands-on iPad demonstrations on apps and
                                                                                                                                                                                                                                resources relevant to their training strategies. The advantages and
08                                                                                                                                                                                                                              disadvantages of iPad usage, along with how to compensate           09
     for weaknesses will be discussed. Attendees will learn evaluation           •      Do we have people willing to adapt?                              To meet these business needs, we created a new and innovative
     tools to determine if there is value in iPad usage for their individual     •      And are they changing?                                           program involving internal thought leaders, mobile learning
     projects. Attendees will also participate in an open discussion on                                                                                  technologies and a blend of internal and external content.
     how to use the iPad to meet their specific scenarios.                       ________________________________________________________                Topics are aligned to business priorities and selected from HCSC’s
                                                                                                                                                         strategic planning playbook. This “cohort” model introduces
     This session will be primarily beneficial to Executives, Corporate          4:15 PM - 5:30 PM     Break and Exhibitor Closing                       these strategic imperatives to diverse leadership groups via readily
     Trainers, Sales Teams, and Field Support Teams interested in                                      Location: Texas Ballroom 1 - 3                    available delivery channels. Both synchronous and asynchronous
     finding new ways to reach their target audience, both for training          ________________________________________________________                activities are utilized to allow for balance and flexibility. A variety of
     and information based services.                                                                                                                     technologies (including iPads and VoIP) are leveraged to create an
     Participants will:                                                          6:30 PM                   Dutch Dine-a-Round– Various Locations         efficient yet engaging experience. Officer support for this program
                                                                                                           Check the Registration Desk for               has been very encouraging and continues to be a key component
     •   Be better acquainted with relevant capabilities of the iPad                                       more information                              of our success.
                                                                                                           Meet at the SITE Registration Desk in the
     •   Know the iPad’s advantages, disadvantages and
         performance issues                                                                                Texas Ballroom Foyer                          “Instructor Led Classroom Training Is Still Alive and Well”
                                                                                                                                                         Location: Hill Country A - B
     •   Learn instructional strategies that can work effectively                Saddle up on Monday evening to find some of the tastiest chuck
         on the iPad                                                             this side of the Rio Grande! Besides being known for its nightlife      Barb Gavitt – Kaplan Financial Education
                                                                                 and music, Austin boasts an eclectic variety of dining
     •   Identify practical applications for Executives, Corporate
                                                                                 establishments that will be on the trail of our annual Dutch            Want to sharpen your presentation and classroom management
         Trainers, Sales Teams, Field Support Teams and Customers
                                                                                 Dine-Around! Join old friends and make new ones as you continue         skills? Need new ideas for ice breakers that are tried and true
     ________________________________________________________
                                                                                 your networking experience during this “Dutch treat’ dinner held at     or how to successfully use humor in the classroom? Join this fast
                                                                                 various restaurants. With nine different “chuck wagons” to select       paced, highly interactive and incredibly fun Instructor Led Trainer
     12:45 PM - 2:00 PM          Concurrent Session
                                                                                 from, you’ll be able to savor the flavor of Austin! Choose from         best practice exchange. This session is not for spectators, so come
                                                                                 traditional Texas fare to Tex-Mex to fine Continental cuisine in this   prepared to share your ideas and experiences with your fellow
     “SITE Apprentice – Training with Scenario-based Simulations”
                                                                                 popular networking event. Restaurants will be located in or near        trainers.
     Location: Foothills II (17th Floor)
                                                                                 downtown Austin and the Conference hotel. Many are a short walk
                                                                                 from the hotel, and some will require public transportation. Look       “Learning Impacts: Aligning Solutions to Desired Results”
     Paul Balbresky, M.Ed., CLU, ITP – Balbresky Consulting Services
                                                                                 for the Dutch Dine-Around registration booklets at the Registration     Location: Hill Country C - D
                                                                                 Desk, where you can also view the menus of the featured
     Simulations offer an environment which can be stimulating and
                                                                                 restaurants.                                                            Michael Noble, PhD – Allen Communication Learning Services
     entertaining while providing great flexibility in use of time and
                                                                                 ________________________________________________________
     methodology. This model focuses on practicing the development
                                                                                                                                                         Marketing professionals have long relied on Albert Humphrey’s
     and implementation of everyday work issues and encourages
                                                                                                                                                         SWOT analysis when time and cost prohibit a more in-depth
     creativity, team dynamics, problem solving, and presentation skills.
                                                                                 TUESDAY, JUNE 28, 2011                                                  evaluation. And how often does that happen? As experts in training
                                                                                                                                                         and performance, we must be nimble enough to scale our ap-
     Today’s process presents a scenario, with roles and challenges
                                                                                 7:00 AM - 8:15 AM     Regional Continental Breakfast                    proach in a similar fashion without foregoing a systematic process.
     commonly found in developing a training department plan. Teams
                                                                                                       Western: Hill Country A - B                       In this interactive session, participants will learn and practice con-
     will meet to develop a plan and determine priorities, and then
                                                                                                       Southern: Foothills II (17th Floor)               ducting an ANSWER analysis, an approach to rapid needs analysis
     present their case to a “senior management group”. The winning
                                                                                                       Central: Big Bend                                 that helps one gather and evaluate key factors before developing
     teams will demonstrate their ability to recognize needs, suggest
                                                                                                       Eastern & International: Hill Country C - D       a solution. Using all or part of our ANSWER analysis tool can in-
     solutions, and present their plan as integrated with overall company
                                                                                 ________________________________________________________                crease participants’ abilities to add value to their organizations and
     objectives.
                                                                                                                                                         to develop solutions that are aligned to the needs and opportunities
     ________________________________________________________
                                                                                 8:15 AM - 9:30 AM         Concurrent Sessions                           within their unique environments. In this way, they build credibility
                                                                                                                                                         for their roles as internal consultants who help their stakeholders
     2:30 PM - 3:45 PM           Concurrent Session
                                                                                 “Enabling General Managers at the Executive Level”                      understand exactly how training and development contributes to the
                                                                                 Location: Big Bend A - D                                                bigger picture.
     “Sales Force Transformation for the New Market Economy:
     Where Did My Growth and Margin Go?”
                                                                                 Pam Al-Sharif and Beth Bratkovic – Health Care Service                  In this session, we share case studies of the utility of the ANSWER
     Location: Foothills II (17th Floor)
                                                                                 Corporation                                                             methodology at several Fortune 500 companies. We will also
                                                                                                                                                         complete an iterative, six-part, group exercise that allows learners
     Bart Mosele and James H. Killian, Ph.D., M.A. - Chally
                                                                                 The passing of the Health Care Reform Act has created a catalyst        to practice what they are learning. Case studies will detail ap-
                                                                                 for change in nearly all aspects of the health insurance industry.      proaches and results from analyses conducted at a global financial
     While many companies are beginning to feel the effects of the mar-
                                                                                 Blues Plans have responded to this change with proactive strategies     institution and an association that specializes in risk management.
     ket recovery, the performance gap between world class
                                                                                 and tactics to win in the new competitive environment. To enable
     distribution and the rest has grown. Many leaders are asking
                                                                                 HCSC’s success, a new “Executive Development Cohort” program            “Adventures in Wonderland – Training in Second Life”
     themselves not only do I have the right strategy, but do I have the
                                                                                 was recently designed to:                                               Location: Foothills I
     right people with the right skills to execute on that strategy. Utilizing
     six sigma methodologies learn how to analyze and develop hard               •   Enhance executive business acumen and build a baseline of           Ric Robinson, FLMI (Second Life: Jonathan2007 Whitfield); JC
     metrics that will enable you to answer the following questions:                 awareness for short and long term strategic plans                   (Chuck) Weaver (Second Life: Mangimortis Delicioso); Jason Ma’luf
                                                                                 •   Prepare the executive population to provide support and serve       (Second Life: Brane Khaos) – Nationwide Insurance
     •      How many can execute our new strategy?
     •      How do we compare nationally? Internationally?                           as informed advocates for the changes ahead
                                                                                                                                                         Are you ready to step into the rabbit hole? This session will be an
     •      What are our major training needs?                                   •   Promote an environment for executive knowledge sharing and
10                                                                                                                                                       interactive view into the use of Second Life for training.        11
     •      Do we have people able to change?                                        idea exchange
                                                                                                                                                                                                                            ________________________________________________________
Participants will gain an understanding of how to navigate Second       insightful. Instant feedback from the audience can allow for the         “A New Way to Think About Content Development”
Life and the benefits the technology brings to training. Don’t forget   correction of misconceptions on the spot. Classroom training             Location: Foothills I (17th Floor)                                         6:00 PM                    Reception - Banquet, Casino Night, &
to pack a virtual bag because we’re going to go “in-world” to show      also allows us to test knowledge, and adapt our approach for the
                                                                                                                                                                                                                                                       Line Dancing
you how it works! You’ll learn how to navigate and experience           given audience. Trainers are also aware that individual web-based        Elizabeth A. Sprinkel, CPCU – The Institutes                                                          Location: Texas Ballroom Foyer
examples of insurance training delivered in 3D. As our friend the       training is more common now than ever. Web-based training al-
Cheshire cat said “Every adventure requires a first step. Trite, but    lows individuals the freedom to complete courses anytime, is more        Hear how The Institutes achieved a 500% increase in new content            Welcome to the 4D Ranch: Denim, Diamonds, Dancing, & Dice.
true, even here,”                                                       economical, and allows people to learn at their own pace.                development by combining structured writing, a content                     Enjoy an evening of fun and fundraising. Before dinner you’ll enjoy
                                                                                                                                                 development system, and xml-based technology solutions to                  scoping out the Silent Auction items. After dinner enjoy line danc-
•    Each session is limited to 15 hands-on participants (others may    The question now becomes, “Is there a middle ground”? Can you            produce print, online, and custom products. Our goal was simple –
     observe)                                                                                                                                                                                                               ing, casino games, & Texas Hold ‘em.
                                                                        possibly blend the use of video, DVD or web based training to            develop content once so that it can be delivered to customers in a
                                                                        create blended learning approach? In this session, Carl Van              time and manner of their choosing.
•    Computers will be provided for accessing the environment                                                                                                                                                               Y’all come and have a “down home” good time.
                                                                        outlines the process of developing an internet based “individual
                                                                        use” training program and explains how it is currently being used        Instructional design strategies are the foundation of The Institutes’
________________________________________________________                                                                                                                                                                    ________________________________________________________
                                                                        by trainers as an instructional tool in the classroom environment.       content development process and, in turn, support our
9:45 AM - 10:45 AM         Campfire - Round Tables                                                                                               credentialing exams. Throughout the process we applied
                           Location: Foothills I (17th Floor)
                                                                        Real life examples (yes, from SITE members themselves) will be used      technology to enhance quality and speed to market. In 2010, the            WEDNESDAY, JUNE 29, 2011
                                                                        to illustrate how trainers can build this blended learning solution by   first full year of implementation, The Institutes released a major
                                                                        utilizing the static training format of the DVD and/or internet based    revision to the CPCU curriculum utilizing this process.                    7:30 AM - 11:00 AM         Risk Management Tours
At the end of a long day of herding cattle, cowboys used campfire
                                                                        training. Carl will also point out the 5 critical points to using this   ________________________________________________________
time to relax, unwind and share stories of the trail. As training
                                                                        approach and the 5 pitfalls to avoid.                                                                                                               Risk Management Tour #1 - (capped at 30 people)
professionals, we don’t get many opportunities to “gather around
                                                                                                                                                 12:15 PM - 2:00 PM    Annual Business and Awards Luncheon                  Cypress Valley Canopy Tours: A Zip-Line Adventure
the campfire” and share ideas…we’re usually too busy chasing
strays! Put on your boots, bring your training stories from the trail                                                                                                  Location: Texas Ballroom 1 - 3
                                                                        “What Surrounds Your Activities?”                                        ________________________________________________________                                                         The adventure begins at 8:00
and join us for a number of roundtable discussions that will focus
                                                                        Location: Hill Country A - B                                                                                                                                                              am on a chartered bus from
on our conference themes, application of learning, and overviews
                                                                                                                                                 2:30 PM - 4:00 PM          Keynote                                                                               the hotel (which will also serve
of new programs. These discussions are always lively and full of
                                                                        Joe Leard, AIC, ITP – State Farm Insurance                                                                                                                                                as our transportation to the
great ideas…this is a campfire you won’t want to miss!
                                                                                                                                                 “Igniting Learning in Today’s Workforce: 5 Timeless Lessons from                                                 airport, so bring your luggage).
                                                                        You would probably agree that we have finally accepted the facts         Thomas Edison”                                                                                                   In a little less than an hour, we
“Camp Fire” Topics/Facilitators:
                                                                        that lecture is not the lesson. And although we might be having          Location: Texas Ballroom 4 - 7                                                                                   will arrive at our destination in
   1. SITE Conference 2012 in Washington DC – Incoming
                                                                        more fun in our classes due to games and activities, it is not the                                                                                                                        the Texas Hill Country where we
       VP Conference – Nancy Stasyshyn – Selective Insurance
                                                                        act of having an activity alone that will help minimize the gap. It is   Sarah Miller Caldicott, great grandniece of Thomas Edison and              will strap on their helmet and harness (which fits up to a 42” waist)
   2. Producing Videos for Learning – Steve Baker
                                                                        what goes on before and after that activity that can be responsible      Author of Innovate Like Edison                                             as we glide on steel zip lines from treetop to treetop among some
       – Allstate, Carl Van – International Insurance Institute, Inc.
                                                                        for a quantifiable transfer of knowledge!                                                                                                           of the tallest cypress trees around. A couple of things for us to con-
   3. Informal Learning Trends (Communities, Wikis,
                                                                                                                                                 Although today we readily recognize Thomas Edison’s mastery                sider is wearing pants or long shorts as well as close-toed shoes.
       Blogs) – Terry Katz – HMS Insurance Associates, Inc., Joy
                                                                        In other words, we need to surround our activities with two things…      for transforming ideas into commercial success, few realize that           And although there are a number of risks inherent in this activity, if
       Travis – Wells Fargo Insurance Services USA, Inc.
                                                                        Direction and Debrief. Without these in our classes… we are just         Edison was also an inspirational leader who devoutly believed in           you are of average mobility and strength and in reasonably good
   4. Webinar/Virtual Training Techniques – Gigi
                                                                        killin’ time!                                                            developing the talents of his employees. Edison’s 10,000 volume            health, their professional well trained guides will help manage these
       Scarbrough – State Farm, Mary Ann Davidson – State Farm
                                                                                                                                                 library – housed in his famed West Orange Laboratory – made his            risks, making this one of the ultimate Risk Management Tours; leav-
   5. Keeping Learners Motivated – In Class and Online
                                                                        In this session, we will focus on the importance of these two            collection one of the top 5 largest libraries in the U.S. at the turn of   ing us to enjoy the experience of three sky bridges and six zip-lines,
       – Kevin MacMurphy – MetLife Auto & Home
                                                                        components and provide tips on how to get the most out of                the 20th century. Edison, America’s great innovator, allowed every         the longest reaching over 350 feet. After about an hour and a half
   6. Marketing, Communicating, and Implementation
                                                                        Direction and Debrief in your classroom – whether conventional or        employee free access to this library, and he heartily encouraged his       of breathtaking adventure, we’ll hop back on the chartered bus and
       Strategies for Learning Department Initiatives –
                                                                        virtual.                                                                 people to learn through reading and experimentation on a daily             take you to the airport. However, for those of us who didn’t fly to
       Lynn Miller – Allen Communications, Paul Balbresky –
                                                                                                                                                 basis.                                                                     Austin, the bus will then make its way back to the hotel.
       Balbresky Consulting
   7. Training Metrics – Tammy Alsene – State Farm
                                                                        “Smoke and Mirrors – Creating the Perfect Image Using                    It is estimated the total value of Edison’s world-changing inventions      Risk Management Tour #2 - (capped at 60 people)
   8. Best Practices for Working with SMEs and
                                                                        Photoshop”                                                               – along with his 1,093 U.S. patents – would today be valued at             Inner Space Cavern
       Developers – Carolyn Hansen – Country Financial
                                                                        Location: Hill Country C - D                                             more than $1 trillion globally. Of the six industries Edison
   9. Repackaging/Redesign of Curriculum; Aligning
                                                                                                                                                 pioneered, all still exist, and one stemmed from a major invention         Hidden for over 10,000 years, Inner Space Cavern is one of the
       Curriculum to Business Needs – Sandi Ciccione – The
                                                                        James Rans – Nationwide Insurance                                        he developed for the insurance industry.                                   best preserved caves in Texas and one of the few places where
       Institutes
                                                                                                                                                                                                                            remains of prehistoric animals were unearthed. The 1 hour, 15
   10. Shopping for a New Learning Management
                                                                        Having trouble finding that perfect image for your e-learning class?     Edison believed deeply in the power of cross-training. Edison’s            minute tour will allow you to explore the limestone cavern and
       System – Michael House – Mercury Insurance
                                                                        Why not reinvent an existing image! This session will be a               project teams were intentionally designed not only to provide              discover beautiful examples of nature’s perfect artwork. Tour guides
________________________________________________________
                                                                        hands-on course into the world of Photoshop. Participants will gain      continual learning for every member, but to develop and train new          will provide an exciting story of the cavern’s history and discovery.
                                                                        an understanding of how to manipulate an existing image into a           innovation leaders for his diverse enterprises. Edison’s creation of       Make sure to bring your cameras for this tour!
11:00 AM - 12:15 PM        Concurrent Sessions
                                                                        more effective image. You will learn how to use many of the tools        learning organizations at his Menlo Park and West Orange labs
                                                                        within Photoshop including the value of layers.                          reveal what it takes to achieve an innovation mindset today, and           Chartered shuttles will leave the hotel at 8am and arrive at the
“A Case Study in Soft Skills Claims Training: How to Adapt
                                                                                                                                                 to drive a lifelong love of learning. Edison’s Five Competencies of        cavern around 9am. The first group tour (30 people max) will begin
On-Line Training to a Blended Learning Approach”
                                                                        Each participant will have the opportunity to download session           Innovationä today offer us a timeless guide for success as leaders         at 9:30am followed by the second group tour which will begin at
Location: Big Bend A - D
                                                                        images and color charts to their personal laptop. Participants must      and developers of talent in the 21st century.                              10am. There will be time to walk through the gift shop before the
                                                                        bring their own computer and have Photoshop v4 or v5 installed.                                                                                     shuttle heads to the airport and then back to the hotel. Shuttles will
Carl Van – International Insurance Institute, Inc.
                                                                                                                                                                                                                            arrive at the airport at approximately 1pm. Please plan accordingly
Trainers know that classroom training is interactive, engaging and
                                                                                                                                                                                                                            when you are scheduling your return flight.
12                                                                                                                                                                                                                                                                                              13
                                                                                                                                                      Sarah Miller Caldicott, great grandniece of Thomas Edison and          Executive Learning Exchange; the University of Chicago Booth
                                                                                                                                                      Author of Innovate Like Edison                                         School of Business; Northwestern University; the Illinois Institute of

                                                            SPEAKERS                                                                                                  A great grandniece of Thomas Edison, Sarah
                                                                                                                                                                      Miller Caldicott has been engaged in creativity
                                                                                                                                                                                                                             Technology; the McCormick School of Engineering; the Amos Tuck
                                                                                                                                                                                                                             School of Business at Dartmouth; and the Chautauqua Institution.

                                                                                                                                                                      and innovation throughout her life. Inspired by        Sarah is President of her own Chicago-based consultancy, The
                                                                                                                                                                      a family lineage of inventors dating back five         Power Patterns of Innovation. Power Patterns offers expert guidance
                                                                                                                                                                      generations, Sarah began her 25-year career as a       to organizations of all sizes on how they can create innovation
                                                                                                                                                                      Marketing executive with major brand-driven firms      success in the global economy. Sarah received her BA from
                                                                                                                                                                      including Quaker Oats and the Helene Curtis            Wellesley College, where she was named a Wellesley Scholar.
                                                                                                                                                                      subsidiary of Unilever. Sarah’s specialty lies in      Sarah also holds an MBA from the Amos Tuck School of Business
                                                                                                                                                      developing innovative growth strategies for new products as well       at Dartmouth. She has two college-age boys, Nicholas and

KEYNOTE SPEAKERS                                                            Virginia “Ginny” Clarke – Author of Career Mapping –                      as mature brands. During the first 15 years of her career, Sarah       Connor, and resides in Oak Park, Illinois.
                                                                            Charting Your Course in the New World of Work                             spearheaded major global initiatives which brought new products
                                                                                                                                                      to consumers around the world including Degree, Finesse, and
                                                                                              Ginny Clarke is an expert in talent and career          Suave.
Jones Loflin – Author of Juggling Elephants                                                   management, diversity recruitment and executive
                                                                                              coaching. Her firm, Talent Optimization Partners,       Concerned that America was losing its competitive edge just as the     CONCURRENT SPEAKERS
The Speaker With Two Last Names                                                               LLC, is a talent management consulting firm which       new millennium dawned, Sarah began examining Thomas Edison’s
                                                                                              serves corporations, fast-growing companies and         timeless innovation methods for clues on how the United States
                 Involve yourself in a presentation by Jones Loflin                           government entities. It specializes in leadership       could increase its global competitiveness. Following three years of
                 and you will quickly learn why he has become one                                                                                     research at Rutgers University, Sarah released a groundbreaking        Sherrie Aldrich – Alliant Insurance Services, Inc.
                                                                                              assessment, talent acquisition and retention,
                 of the most respected names in helping individuals         diversity recruiting and executive coaching services. She has             new book offering a first-ever analysis of Thomas Edison’s
                 and organizations achieve greater success. His                                                                                       world-changing processes. Entitled Innovate Like Edison: The                             Sherrie Aldrich is the Corporate Project Manager
                                                                            recruited C-suite executives and corporate directors, and coached                                                                                                  for Alliant Insurance Services, Inc. the 2nd largest
                 gift of communication combined with his wit and            countless executives and professionals on career management               Five-Step System for Breakthrough Business Success, Sarah’s book
                 enthusiasm make for dynamic programs that are                                                                                        identifies the Five Competencies of Innovation™ which spurred                            privately held agency in the United States. Alliant
                                                                            strategies. She is widely respected as a thought leader and                                                                                                        employs 1400 professionals in 42 offices
                 illuminating and unforgettable.                            practitioner of recruitment and retention strategies beyond the           Edison to generate a record-breaking 1,093 U.S. patents, and
                                                                                                                                                      pioneer 6 new industries in less than 35 years. Co-authored with                         generating $350 million in revenue.
                                                                            traditional definitions of diversity. She offers provocative remedies
Clients are drawn to Jones because of his unique ability to develop         that fly in the face of convention for organizations seeking to           genius-thinking expert Michael J. Gelb Innovate Like Edison reveals
and deliver practical programs that specifically address the complex                                                                                  how individuals, teams, and organizations can adopt Edison’s                           Sherrie’s career in the insurance industry spans
                                                                            optimally leverage their global workforce. Not only is she credible                                                                                              over 30 years in several capacities including VP of
needs of an organization. It’s no wonder that the most frequent             having been a senior executive herself, Ginny is supremely                timeless innovation methods to create competitive advantage today.
comment heard by a meeting planner or a member of the Human                                                                                                                                                                  Operations, Director of Professional Development, Agency
                                                                            confident, wise and inspiring. Her candor, intellect and results                                                                                 Automation Systems Analyst, and Customer Service Consultant.
Resources team after a presentation by Jones is “This is exactly what       orientation appeal to those committed to growth and change.               Innovate Like Edison has been featured in The New York Times,
we needed!”                                                                                                                                           Fortune Small Business, USA Today, and Investor’s Business Daily.
                                                                                                                                                      Sarah has also appeared as an innovation expert on PBS television,     Sherrie’s passion to help individuals reach and exceed their
                                                                            Prior to forming her own firm in 2009, Ginny was a partner at                                                                                    potential was realized when she established the Professional
Drawing on skills honed as an educator, business owner, and                 Spencer Stuart, the global executive search firm. She co-founded          CNBC, the Fox Business Network, and NPR. Innovate Like Edison
speaker, Jones has created and conducted training programs for                                                                                        has been translated into 3 languages, and serves as a textbook at      Development department for Alliant. In this capacity she provided
                                                                            and led Spencer Stuart’s Diversity Practice. In her leadership of the                                                                            training, education, and performance consulting for Alliant’s
groups ranging from international corporations and trade                    Diversity Practice, Ginny worked with global clients to customize         leading educational institutions including Northwestern University,
associations to governmental agencies and educational                                                                                                 the McCormick School of Engineering, Arizona State University, and     employees. Currently Sherrie is the Project Lead for a multi-million
                                                                            diversity recruitment and retention strategies. She also oversaw the                                                                             dollar, multi-year project to replace 9 disparate agency
institutions. His client list includes Microsoft, Hilton Hotels,            firm’s efforts to provide clients with diverse slates of candidates by    the Illinois Institute of Technology.
Bayer Health Care, The US Postal Service, Siemens International,                                                                                                                                                             management systems in 42 offices throughout the United States.
                                                                            embedding diversity and inclusion into the firm’s culture and
Arrow Shirt, Mattel and the US Military.                                    infrastructure. She worked in the firm’s Financial Services and           Sarah is also actively involved in the prestigious Edison Awards, an
                                                                                                                                                      annual program which recognizes today’s top Innovators and In-         She serves on the Board of Directors for the YMCA, the Educational
                                                                            Financial Officer Practices. For nearly twelve years, she successfully                                                                           Advisory board for the National Alliance Education Committee, and
Jones is the co author of the award-winning book, Juggling                  recruited professionals in a variety of senior-level functions,           novations. As Chairperson of the Edison Awards Steering
Elephants, a witty and profound parable about one man’s                                                                                               Committee, Sarah oversees the selection of innovative offerings in     a consultant for the Office Professional Training program.
                                                                            including finance, general management and human resources.
experience with the circus. The book is available in the US and                                                                                       11 categories and assists in developing programs to further spur
over 14 foreign countries. Jones is also the author of Prime                                                                                          innovation.                                                            Sherrie and her husband live in San Diego California and have one
                                                                            Ginny started her career in banking at First National Bank of                                                                                    daughter who is attending medical school at Boise State University.
Rib or Potted Meat?                                                         Chicago (now Chase). After a short stint, she spent the next 10
                                                                                                                                                      An award-winning speaker, Sarah inspires audiences around the          She loves the thrill of white water rafting, water sports, hiking, and
                                                                            years in the institutional real estate business with Jones Lang LaSalle                                                                          sipping fine wine with friends and family!
In his work as a trainer with Who Moved My Cheese?, Jones                   and Prudential Real Estate Investors. Her responsibilities included       world from every industry with her message about how to use
served as the “Trainer of Trainers” and equipped individuals from           asset management, portfolio management, capital raising and               Thomas Edison’s timeless innovation methods both at work and in
all across the United States and over 15 countries to deliver high                                                                                    their personal lives today. Sarah’s clients include: Google;           Michelle Bleakley – Blue Cross and Blue Shield of
                                                                            client servicing.                                                                                                                                Massachusetts
impact change programs based on the book.                                                                                                             Microsoft; Motorola; Coldwell Banker; Hewitt Associates; DHL;
                                                                            She earned her BA from the University of California at Davis and          Emerson Electric; The Brookings Institute; the Association for
When asked about his approach to life, Jones responds by                                                                                              Manufacturing Excellence; the Society of Manufacturing Engineers;                        Michelle Bleakley is a Senior Manager at Blue
                                                                            her MBA from Northwestern University’s Kellogg School. She is                                                                                                      Cross and Blue Shield of Massachusetts. She is
saying that “We should all be passionate about certain things in            married, is the mother of a teenage son and lives in downtown             Iowa Association for Business & Industry; Continuous Quality
life, including our family, spiritual beliefs, career and relationships.”                                                                             Improvement Network (CQIN); CPA America; Innovate Michigan;                              responsible for the design and delivery of training
                                                                            Chicago. She is a member of the boards of Medical Properties Trust                                                                                                 and documentation for approximately 2,000
Jones is active in his community and because of his commitment              (NYSE: MPW) in Birmingham, Alabama and the Chicago                        the American Marketing Association; the National
to improving the lives of others, Jones has been presented the                                                                                        Association of Electrical Distributors; the Society of Human                             employees within the Service and Operations
                                                                            Sinfonietta, and a member of the Economic Club of Chicago.                                                                                                         division at BCBSMA. She has held a variety of po-
Distinguished Service Award by the Charlotte Jaycees. Jones resides         Ginny is the author of the forthcoming book titled “Career                Resource Managers;the International Association of Business
in North Carolina with his wonderful wife Lisa and their perfect                                                                                      Communicators (IABC); the National Association of Female                                 sitions over the past 23 years as an employee of
                                                                            Mapping: Charting Your Course in the New World of Work.” See                                                                                                       the company, and has been a key contributor and
daughters, Alex and Sydney.                                                 her web site and blogs at www.mycareermapping.com.                        Executives (NAFE); the Project Management Institute (PMI); the As-
                                                                                                                                                      sociation for Women in Communication (WIC); the Chicago                                  facilitator in the design and implementation of
14                                                                                                                                                                                                                                                                                               15
recognition programs, talent management programs, and engag-            Carolyn “Cal” Durland, CPCU – ACORD - American Insurance                organizations are assisted in formulating business strategies and          He is a member of the American Psychological Association (APA),
ing training programs.                                                  Marketing and Sales (AIMS) Society                                      implementing development opportunities to support them.                    the Society for Industrial and Organizational Psychology (SIOP) and
                                                                                                                                                                                                                           the International Personnel Management Association Assessment
She was recognized in 2010 by SITE, receiving the Lois A.                                 Carolyn “Cal” Durland, CPCU, brings 30 years          Paul provides professional development services are provided in            Council (IPMAAC).
Markovich Innovation award for e-Blue Progressions, a Member                              of carrier, brokerage and association manage-         Sales/Sales Management, Marketing, Negotiations, Operational
Service Delivery remote new hire training model at BCBSMA.                                ment experience to her role as ACORD market           Planning, Team Building, Innovation, Diversity, Behavior Styles,           Pam Al-Sharif - Health Care Service Corporation
                                                                                          development manager and AUGIE facilitator. She        Stress and Time Management.Paul holds an undergraduate degree
Michelle was also an award recipient in 2007 at the BCBS                                  works with scores of insurance carriers and their     from Albright College and earned his masters from Temple                                    Pam has over 26 years experience in the health
Association Member Touchpoint Measures conference for her                                 business partners to drive changes that improve       University. He has two insurance professional designations, the                             insurance industry and a Bachelor’s of Science in
innovative approach in leveraging technology to improve inquiry                           the overall insurance distribution supply chain.      CLU, from the American College, and SITE’s ITP – Insurance                                  Healthcare Administration. Pam’s role focuses on
accuracy within Service Delivery call centers.                          Active in the CPCU Society Agent & Broker Interest Group and on         Training Professional.Paul has over 30 years experience in                                  talent development across the enterprise. Pam is
                                                                        the Society’s Westchester Chapter board, Cal frequently presents to     insurance and is the author of several articles featured in education                       responsible for coordinating design strategies of
Michelle is a magna cum laude graduate of Curry College, and            national, state and local agent groups, vendors, and carrier            and risk management publications. He is a frequent speaker at                               enterprise initiatives, implementing learning solu-
holds a BA degree in Management with a concentration in Human           organizations, including NAMIC and others. In 2009, Cal received        industry meetings and is the Immediate Past President of SITE.                              tions, and evaluating learning results. Recently,
Resources. She is an active member in the community, volunteering       the Presidential Citation from the Network of Vertafore Users                                                                                                       Pam began focusing on increasing the business
her time and support for the Salvation Army, Project Bread, and the     (NetVU) for her industry leadership.                                    Bart Mosele - Chally                                                       literacy among the executive groups at HCSC using blended learn-
Old Colony YMCA. She lives in Plymouth, Massachusetts and is the                                                                                                                                                           ing solutions and different types of technology to enable learning.
proud mother of two teenage daughters.                                  Kitty Ambers, CPIA, CIC, CISR, CPIW, CRMCS, IMIM – American                                Bart Mosele Director for Chally, brings an
                                                                        Insurance Marketing and Sales (AIMS) Society                                               extensive background in Human Capital                   Beth Bratkovic - Health Care Service Corporation
Steve Baker – Allstate Insurance                                                                                                                                   Management with functional expertise in market
                                                                                          Kitty Ambers, CPIA, CIC, CISR, CPIW, CRMCS,                              segmentation, generic defense strategies, sales                        Beth has been an Organization Development
                  Steve Baker is a Senior Learning Consultant at                          IMIM, is a trainer and consultant with 25-plus                           force reengineering, talent management,                                and Training professional for 20+ years. She is
                  Allstate Insurance responsible for leadership                           years of insurance company, agency and trade                             performance management, succession planning,                           the owner of KIS Virtual Training Company, which
                  development, team building, and interpersonal                           association management experience. She is                                work force analytics, and topgrading. Bart helps                       features facilitated leadership courses for all levels
                  skills. Additionally Steve leads the Digital Media                      executive director of the American Insurance Mar-     clients maximize their ability to win, by leveraging their number one                     of management. Beth has her Master’s degree
                  Community of Practice within Allstate responsible                       keting and Sales (AIMS) Society, an organization      resource, talent.                                                                         from Loyola University from their CORD (Center
                  for the adoption of audio, video and other social                       that recognizes insurance industry sales excellence                                                                                             for Organization Development) program, and has
                  media into the learning process. Steve has been       and professionalism and that confers the CPIA (Certified                Prior to joining Chally, Bart served as a Sr. Director with Caliper,       implemented multiple OD infrastructures in an eclectic group of
                  with Allstate for three years. Before coming to       Professional Insurance Agent) professional designation.                 Global Account Manager at The Gartner Group, Corporate Sales               industries.
Allstate he spent three years as an independent consultant, and                                                                                                  ,
                                                                                                                                                Manager at ADP and VP of Sales and Marketing at Media Finance.
seventeen years as a technologist with Motorola and Motorola            Kitty, a SITE member, is a director of the Personal Lines Growth        Additionally he has won multiple sales awards and Presidents Clubs         KIS Virtual Training provides virtual training at the convenience of
University.                                                             Alliance (PLGA) and a working group participant with the                during his 20 years in sales.                                              your computer. KIS also offers face to face training and consulting
                                                                        ACORD-User Groups Information Exchange (AUGIE) and the                                                                                             for a variety of Leadership and Professional Development, as well
Steve has been a SITE member since 2009 and is                          Agents Council for Technology (ACT.)                                    He currently serves on the Board of Directors for Barrington Area          as multiple Organization Development Interventions.
currently a SITE Ambassador. He has a bachelor’s degree in                                                                                      United Way. Bart received his BA in Marketing and Communication
Professional Studies.                                                   Doug Caldwell – Facilitator Extraordinaire’                             from DePaul University graduating magna cum laude.                         Barb Gavitt – Kaplan Financial Education

Steve is a native to the Chicago land area, and is married with four                     Doug Caldwell, the Facilitator Extraordinaire’, is     James H. Killian, Ph.D., M.A. - Chally                                                     Barb Gavitt is the Director of Curriculum and
children. When not at Allstate Steve is actively involved in marriage                    a wizard at creating learning WOWs! & O*M*G*                                                                                                      Training for Kaplan Financial Education. Barb has
counseling and ministry work through his church. Steve and his                           moments. He is a featured presenter on Internet                          Dr.James Killian brings over 14 years of                                 been an instructor in the Insurance and Financial
wife Penni facilitate a 26-week domestic violence prevention and                         social media applications and how their use will                         experience in testing, assessment management                             Services industry for over 19 years. She has
recovery program for the Illinois Lake County chapter of Life Skills                     reduce costs and improve revenues for compa-                             and consulting to his role of Chief Psycholo-                            developed and facilitated many train the trainer
International.                                                                           nies. Using the FREE resources of ‘cloud com-                            gist and Director of Consulting for Chally. His                          workshops internally for both presentation skills
                                                                                         puting’, especially software as a service [SaaS],                        responsibilities deal mainly in leading a team of                        and product knowledge. She has also developed
Mark Fine, CPCU, AIS, AINS, ITP– Columbia Insurance Group                                he demonstrates for decision makers how to be                            Industrial/Organizational (I/O) Psychologists who                        classroom instructional material for all major in-
                                                                        smarter now instead of later for their business. Doug hosts a weekly                      focus on helping clients solve business                                  surance lines – life, health, property, and casualty.
                Mark Fine, CPCU, AIS, AINS, ITP is the first            Internet TV show on Social Media for Business & Career Success.                           problems through measurement of talent,                  Barb received her Bachelor of Science in Education from Eastern
                Training Director for the Columbia Insurance                                                                                    selection systems and leader development. Dr. Killian has                  Michigan University.
                Group, a small insurance company with a                 He has presented at several international and regional conferences      conducted over 1000 executive feedback and coaching
                136-year history headquartered in Columbia, Mo.         and events. Doug earned his undergraduate and graduate de-              engagements and designed a multitude of global and Fortune 500             Michael Noble, PhD - Allen Communication Learning
                He has been responsible for developing a                grees while serving in the US Marine Corps and employed by Texas        personnel selection system and leader development initiatives for          Services
                companywide training program for all positions          Instruments respectively. Currently he is a trainer for VisionCor.      clients such as Baker Hughes, Hess, McKesson, First Data
                since 2002. With CIG, Mark focuses on                                                                                           Corporation, Bridgestone/Firestone, IBM, JohnsonDiversey, Abbott                            Michael Noble, PhD, became Allen’s CLO in
Leadership/Management and Personal skills training and trains           Paul Balbresky, M.Ed., CLU, ITP – Balbresky Consulting Ser-             and Bristol Myers Squibb.                                                                   2005. Michael consults with our major accounts
SME’s through Train-the-Trainer programs for all the technical          vices                                                                                                                                                               and strategic partners—identifying enterprise-wide
training areas.                                                                                                                                 Prior to joining Chally, Dr. Killian was Director of the Selection Prac-                    targets and objectives, conducting various types of
                                                                                         Paul Balbresky is the Principal of Balbresky           tice with Hogan Assessment Systems, an international consulting                             analyses, and recommending new technologies.
With a total of 24 years in the insurance field, Mark has been                           Consulting Services, a marketing/sales strategy        firm specializing in leadership and personnel selection. He is the                          He has presented at conferences for ISPI, ASTD,
employed with a large, a small, and a medium-size insurance                              and training professional practice specializing in     author of over 40 articles, white papers, conference papers, techni-                        and the eLearning Guild. Before joining Allen in
company.                                                                                 the insurance industry. Extensive experience in        cal reports and book chapters dealing with assessment,                                      1998, Michael taught at the University of Louisi-
                                                                                         Training, Management, Marketing and Sales,             psychometrics and the aging worker. Dr. Killian received his M.A.          ana. He currently teaches at the University of Utah.
                                                                                         has provided extraordinary background for              and Ph.D. in Industrial & Organizational Psychology from the
16                                                                                       the practice that was started in 1993. Client          University of Tulsa and his B.S. degree from Texas A&M University.                                                                           17
Ric Robinson, FLMI (Second Life: Jonathan2007 Whitfield) -             workshops offered through the IEA. He has set up 5 in-house             Sprinkel earned a Master of Science degree in managerial               Ron Zamir – Allen Communication Learning Services
Nationwide Insurance                                                   claims training programs for various insurance companies                economics and decision sciences from the Kellogg Graduate
                                                                       throughout the nation, and has written numerous articles for            School of Management at Northwestern University in 1982. She
                                                                                                                                               earned a Bachelor of Arts degree in economics, cum laude, from                            Ron Zamir has been the President and CEO of
                    Ric Robinson has been in the insurance industry    several Claims industry magazines and journals.                                                                                                                   Allen Communication Learning Services for ten
                                                                                                                                               Kenyon College. Sprinkel joined the IRC in Wheaton, Ill., in 1987;
                    for 33 years and in training and development for                                                                           she assumed her current position when the IRC became a division                           years. Ron routinely meets with corporations to
                    over 13 years. Currently, he is a Learning         Carl is also the author of the highly acclaimed book The 8                                                                                                        discuss instructional strategies, and the adoption
                                                                                                                                               of The Institutes in 1998. Before joining the IRC, she was with
                    Consultant at Nationwide Insurance in the          Characteristics of Awesome Adjusters. He has been a keynote             National Economic Research Associates in White Plains, N.Y.                               of new technologies and methodologies for their
                    Corporate Learning Solutions department and a      speaker at claims conferences around the country, a trainer at                                                                                                    training divisions. Ron has been engaged in
                    change agent for corporate use of virtual world    an international U.S-Japanese executive training program, and                                                                                                     instructional training since 1984. He has worked
                                                                       selected as the opening presenter at various claims conferences in
                                                                                                                                               LEARNING LAB SPEAKERS
                    and social learning technologies. Outside of                                                                                                                                                                         with the Israeli Air Force to implement new train-
                    Nationwide he is on the faculty of Rockcliffe      the nation, including the Claims magazine ACE national confer-                                                                                                    ing technologies; and has also been the general
University Consortium, a virtual world non-profit educational          ence. Carl’s other credits include being an arbitrator, a published                                                                            manager for IBG, one of Israel’s leading marketing and business
organization serving over 1,800 in-world residents where he cur-       author, a licensed agent, as well as a national auditor for a federal                                                                          development consulting firms dealing with high-tech, multimedia,
rently facilitates workshops and leads a monthly business forum at     regulatory agency.                                                      Tom Kuhlmann – Author of The Rapid E-Learning Blog                     education and the Web. Ron is an Honors graduate of Hebrew
Rockcliffe’s campus inside Second Life. He has been a presenter                                                                                                                                                       University, has completed MBA studies and is the recipient of the
at ASTD, Virtual Worlds - Best Practices in Education, and the Iowa    Joe Leard, AIC, ITP – State Farm Insurance                                                                   ,
                                                                                                                                                                Tom Kuhlmann is VP Community for Articulate,          Raoul Wallenberg Fellowship for Leadership and Democracy. Ron
Distance Learning Association. He is the moderator of the Linked                                                                                                where he manages the Articulate user community.       has lectured and presented on training innovations and technology
Group - Virtual Worlds Used for Corporate Training                                       Joe has been with State Farm for almost 19 years;                      He also writes the Rapid E-Learning Blog which is     at global symposiums in South Africa, Brazil, Israel, and the United
                                                                                         nine of them in State Farm’s Learning &                                published weekly to over 65,000 readers. Tom          States. Ron publishes a regular blog on training matters at Allen’s
JC (Chuck) Weaver (Second Life: Mangimortis Delicioso) -                                 Development department. During this time, he                           has almost twenty years of experience in the          website at http://blog.allencomm.com/.
Nationwide Insurance                                                                     has created 12 classroom courses, two virtual                          training industry where he’s developed and
                                                                                         classroom courses, and one web based course,                           managed e-learning courses for both large and
                                                                                         along with dozens of job aids. He has been a                                                                                 Barbara Matthews – Allen Communication Learning
                Chuck Weaver is a Sr. Consultant for Nationwide’s                                                                                               small organizations. Tom’s passionate about           Services
                Corporate Learning & Development                                         SITE member since 2005 and obtained his               learning technology and his core focus is on helping people
                organization. Chuck has extensive experience                                                                 ,
                                                                                         Insurance Training Professional, ITP designation      succeed and grow. He is known throughout the industry for his                               Barbara Matthews has over 13 years of experi-
                in creating, delivering, and managing training in                         in 2008.                                             practical, no-nonsense approaches to e-learning. He’s also a                                ence as an instructional designer, university
                the insurance sector. In his current role Chuck is                                                                             frequent speaker at ASTD and elearning industry events. He has a                            instructor, project manager and magazine pub-
                working to help Nationwide achieve best in class       In addition to completing SITE’s Training the Trainer Program, he       Master’s in Education Technology from Pepperdine.                                           lisher. She holds a Master of Science degree
                learning processes and technology. Chuck has           has co-taught State Farm’s in-house TTT eight times, as well as
                                                                                                                                                                                                                                           in Instructional Technology from Utah State
                overseen many learning initiatives including the       facilitated well over 50 other classes in his tenure with State Farm.
                                                                                                                                               David Anderson - Community Manage, Articulate                                               University, and a Bachelor of Science degree in
implementation of an eLearning architecture and delivery system for                                                                                                                                                                        Elementary Education from Brigham Young Uni-
the Claims Organization.                                               James Rans – Nationwide Insurance
                                                                                                                                                                 David Anderson is a Community Manager at                                  versity. In her 11 years at Allen Communication
                                                                                                                                                                 Articulate with over 13 years designing              Learning Services, Barbara has designed effective training solutions,
Jason Ma’luf (Second Life: Brane Khaos) -                                              James Rans is a Sr. Business Consultant for
                                                                                                                                                                 elearning. He supports the elearning community       and played an integral part in building strategic partnerships with
Nationwide Insurance                                                                   Nationwide’s Claims Training Organization. He
                                                                                                                                                                 by helping users get the most from their tools,      many clients, including Avon, Spectrum Brands, Aetna, Morgan
                                                                                       has been with Nationwide for 20 years in which
                                                                                                                                                                 while finding creative ways to build more            Stanley, and Eli Lilly.
                  Jason Ma’luf is a Learning Consultant for                            he has used his expertise in Graphic and Instruc-
                                                                                       tional Design and Training Methodology to create                          engaging courses. He also shares e-learning tips
                  Nationwide’s Claims Training Organization. He
                                                                                       ILT and e-learning for both field and home office                         and tricks through his screencasts at
                  has been with Nationwide for over 13 years in
                                                                                       agents. When James is not creating an e-learning                          http://screenr.com/user/elearning.
                  which he has managed and implemented a wide
                  range of technology in both IT and Learning. He                      course, you can find him giving his fellow team
                  recently worked on implementing an eLearning         members and Nationwider’s tips on how to better use Photoshop,          Daniel A. Raymond, Jr. CPT, CIT – Performance Plus
                  architecture and delivery capability for Claims      Captivate and Audacity.
                  Training. When he is not evangelizing the use of                                                                                                Dan Raymond has been President of a
new learning technologies, Jason also serves as a lead                 Elizabeth A. Sprinkel, CPCU – The Institutes                                               performance- improvement consulting firm for
administrator for Nationwide’s LMS system, while developing new                                                                                                   23 years. He excels in workforce problem
eLearning and instructor led offerings for the Claims organization.                      Beth Sprinkel serves as senior vice president of                         analysis and the development of
                                                                                         The Institutes and heads the Products and                                criterion-referenced instruction and job aids. He
Carl Van – International Insurance Institute, Inc.                                       Research Services Departments. She is responsible                        is a Certified Performance Technologist (CPT)
                                                                                         for the instructional design, graphic design, and                        and a Certified Instructional Technologist (CIT).
                 Carl Van is President and CEO of International                          production of the Institutes’ online, print, and                         His interventions have won a number of ISPI
                 Insurance Institute, Inc. He is a California State                      custom educational products, and oversees the                            awards. He was an ISPI Chapter President, and
                 University graduate with a bachelor’s degree in                         Institutes’ library.                                  Conference Committee and Conference Track Chairperson. He
                 insurance. He has been in the insurance claims                                                                                has presented at over a dozen ISPI conferences (twice as an encore
                 industry since 1980 and has held positions            Sprinkel also heads the Insurance Research Council (IRC), a             presenter and as a Master’s Speaker). He has conducted many
                 ranging from that of Claims Adjuster up through       division of the Institutes. The IRC examines public policy issues       Pre-and Post-Conference Workshops. He is also a frequent
                 a role as the Regional Manager over Claims, Loss      relating to all lines of property-casualty insurance that affect        presenter at ASTD and the annual U.S. Coast Guard Human
                 Control and Premium Audit.                            insurers, their customers, and the general public. Through extensive    Performance Technology Workshop. He is the author of the
                                                                       data collection and analysis, the IRC produces research that assists    industry-standard Building Better Job Aids Workshop™ and has
Carl has been an instructor for the Insurance Educational              insurers and others in making sound decisions on legislative and        conducted workshops for hundreds of Fortune 1000 companies
Association since 1988 teaching claims concepts, AIC, INS and IEA      regulatory issues. It is supported by leading property-casualty         including State Farm Insurance, Anthem Blue Cross and Blue
courses, and has authored numerous technical and soft skill            insurance organizations.
                                                                                                                                               Shield, Nationwide, USAA, Liberty Mutual, and Country Financial.
18                                                                                                                                                                                                                                                                                       19
SILENT AUCTION
There are several ways to contribute to       to show your support is to participate in    denim SITE conference shirt, a handmade
the Austin Children’s Center. Throughout      the Tuesday night Silent Auction. There      necklace of turquoise and mother of
the conference, members of the Volunteer      will be a wide variety of items from which   pearl, an antique yellow glass dish and
Committee (led by Carla Spencer) will be      to choose. Among the items are: a            more. Even while you’re here in Austin,
selling ribbons for the Center. No name       handmade bracelet with pink and green        feel free to purchase something and add
badge is complete without at least one        stones, handmade necklaces made with         it to the auction!
ribbon!! You’ll also be able to buy tickets   lots of creativity and care, a New Orleans
for our raffle. Again, this year, the lucky   themed basket with all sorts of goodies,
winner will receive a free registration to    the ever-popular basket of Beer Nuts (all
the 2012 Annual Conference in                 the way from Bloomington, IL), Amazon
Washington, D.C.                              Gift Card, a number of very special
                                              purses, breast cancer awareness gift set,
The biggest and perhaps most fun way          quilted wall hanging, Mary Kay gift set,




                                                                                                                                     CONFERENCE CHARITY
                                                                                                                                     The volunteer committee, chaired by Carla Spencer, has selected              healthy food and more. Youth in this program live in the
                                                                                                                                     Austin Children’s Shelter (ACS) as our charitable giving recipient for       long-term residential cottages and must be 16 – 21 years old
                                                                                                                                     2011.                                                                        and either enrolled in school or vocational training.

                                                                                                                                     ACS Mission Statement: Austin Children’s Shelter protects and            •   Respite Care Respite care provides temporary, non-routine
                                                                                                                                     heals children, young adults and families in need. On their                  relief for parents and legal guardians of children with
                                                                                                                                     website, under the section titled How We Make a Difference, it               emotional or developmental disabilities for up to 14
                                                                                                                                     states: Educational development is the foundation on which                   consecutive days and up to a total of 40 days per calendar
                                                                                                                                     tomorrows are built.                                                         year. This service is available for children who are eligible for
                                                                                                                                                                                                                  services through Austin Travis County Integral Care.

                                                                                                                                     ACS practices SITE’s motto of “Improving Results Through
                                                                                                                                     Learning” every day. Additionally, ACS provides:

                                                                                                                                     •   Emergency Shelter Austin Children’s Shelter offers a safe
                                                                                                                                         haven for children ages birth to 18 years old who have been
                                                                                                                                         removed from their homes due to abuse, abandonment or
                                                                                                                                         neglect. We provide high quality care and critical services
                                                                                                                                         needed to begin the healing process, including individual and
                                                                                                                                         group therapy, medical, vision and dental care, and
                                                                                                                                         educational assistance. Generally, children in emergency
                                                                                                                                         shelter care are here for less than 90 days.

                                                                                                                                     •   Long-Term Residential Care Long-term care is available for
                                                                                                                                         youth ages 16 and older who are still in foster care and need
                                                                                                                                         placement longer than 90 days and will last as long as
                                                                                                                                         necessary. Therapeutic services are offered to youth with
                                                                                                                                         emotional disturbances.

                                                                                                                                     •   Transitional Living Program Teens and young adults who
                                                                                                                                         choose to remain in foster care or return to foster care learn
                                                                                                                                         skills necessary to make the transition to independent living.
                                                                                                                                         Our staff help youth identify resources available to them.
                                                                                                                                         Training can include learning how to open a checking account,
                                                                                                                                         rent an apartment, interview for a job, shop economically for

20                                                                                                                                                                                                                                                                                21
SCHOLARSHIPS
For several years, SITE has given a one-time $500 scholarship to an accomplished and deserving
student majoring in Insurance at the Katie School of Insurance, Illinois State University. In 2010, SITE
began awarding another scholarship to an Insurance major in the state that is hosting the annual
conference. The Board of Directors recognizes the ever-increasing costs of a university education and
increased that award to $1,000 in 2010.


Jin Na                                                                        Kelsey Mroczka
                   Jin Na is a senior at the University of North                                   Kelsey is a recent insurance graduate of
                   Texas. Last summer she was an intern for                                        the Illinois State University Katie School
                   Along USA in their Risk Management and                                          of Insurance. She was involved with
                   Insurance Department. Through this                                              professional insurance fraternity, Gamma
                   opportunity, she saw the diversity of work in                                   Iota Sigma and the Katie School for two
                   the insurance and risk management areas                                         years, having an officer position with
                   and had hands-on experience in the in-                                          Gamma this year as Director of Recruit-
                   dustry. This summer she is hoping to work                                       ing as well as being a participant in the
                   at another intern opportunity so she may                                        Katie School Leadership Program.
apply what she has learned to practical experience and gain
more exposure in the risk management and insurance fields                     Last summer, she was one of two students selected by the Katie
before she begins her career.                                                 School for a month long international internship at Lloyd’s of
                                                                              London, and she has been chosen to attend the conferences
She has developed a great interest in statistics application in               of RIMS, REBEX and NAPSLO.
the enterprise risk management field and now sees how her

                                                                                                                                                                         SITE VOLUNTEER OPPORTUNITIES
talents can be utilized to make a difference a risk management                Kelsey also interned with All Risk, Inc. this past summer and
professional. Her long term goal is to achieve the Fellow of                  has accepted a position with the company after her graduation
the Casualty Actuarial Society designation and                                in May to work for the company in Jupiter, FL as a broker.
eventually become a risk manager serving the global
commercial industry by protecting the asses for business in
the commercial world. She would eventually like to serve
as a professor of risk management.
                                                                                                                                                BECOME A SITE “ROADIE” (VOLUNTEER)
                                                                                                                                                SITE is an organization that needs and desires your expertise and talents. Yes, it’s one more volunteer activity on a dance
                                                                                                                                                card that’s probably already full – more time away from those important parts of life. We don’t ask lightly for your time.
                                                                                                                                                Instead, we offer this suggestion – if each year, you assist with one program, initiative or activity, think how much value we can
                                                                                                                                                add to not only our organization, but also to your professional and personal growth. Yes, the contribution also then comes to
                                                                                                                                                your company – with the network, sharing of best practices, learning more about training, education and technology, think of
                                                                                                                                                the places you can take your company.

                                                                                                                                                Here are a few ways you can become a “Roadie for SITE”:
                                                                                                                                                     • Coordinate and host a book review
                                                                                                                                                     • Host a SITE social
                                                                                                                                                     • Serve as a State or Regional Director
                                                                                                                                                     • Mentor a new SITE member in your region
                                                                                                                                                     • Chair or serve on an Annual Conference committee
                                                                                                                                                     • Write an article for our eNewsletter, InSITE
                                                                                                                                                     • Facilitate a webinar, sharing a technique, methodology, technology you’ve used in one of your training pieces
                                                                                                                                                     • Coordinate a Virtual Roundtable
                                                                                                                                                     • Serve on one of several new Board committees to help plan and execute new programs

                                                                                                                                                And remember, you won’t be on the stage alone and other SITE members will be there to support and encourage you! The
                                                                                                                                                feeling of pride you’ll experience by assisting with a program will make you really feel like the winner you are!!!

22                                                                                                                                                                                                                                                                                   23
Solutions Showcase / Exhibit Hall
                                                                                                                                             negotiating and contracting the right location for your next event.      Keir Educational Resources - BOOTH 305
                                                                                                                                             Since 1992 we have helped our clients do more with less. Regard-
                                                                                                                                             less of how big or small your next event may be, HelmsBriscoe will
                                                                                                                                             work with you as a resource to help you streamline the process and
The showcase is your place to gain answers to your questions and meet the experts providing solutions and services for trainers and          help you deliver a successful event anywhere in the world. Helms-
educators. Zoom through the exhibit hall and complete the SITE Conference bingo card to be included in the raffle for a fabulous prize.      Briscoe will research, evaluate, and present the recommended ven-
                                                                                                                                             ues for your event based on your specific needs. We present your         Keir publishes supplemental study materials for CPCU, INS, AIC,
Mosey on over to the SITE 2011 charity booth. See what we’ll be auctioning off at the Tuesday night event.                                   requirements, track down the availability and pricing information,       ARM and other IIA courses. Text and computer based study
                                                                                                                                             follow-up with the hotels, and help you manage the entire process.       available. Practice questions like the national exam. Save half
Also, check out the SITE booth and visit with the leaders of YOUR organization! Find out what they’ve been up to and see if you’re using     Not only will you save valuable time, you will also benefit from our     your study time with the Keir review system.
all the member benefits you possibly can!                                                                                                    purchasing power and active relationships for prompt responses
                                                                                                                                             and the very best availability and pricing. Put the strength and pow-
                                                                                                                                             er of the largest and most trusted site selection firm in the world to
                                                                                                                                             work for you. With Associates in every corner of the world, clients      National Association of Subrogation Professionals -
                                                                                                                                             everywhere benefit from our global reach, unsurpassed experience,        BOOTH 404
                                                                                                                                             industry relationships and full-service management options. Experi-
                                                                        On Demand can take away much of the headache caused by trying        ence for yourself why more organizations trust HelmsBriscoe with
360Training - BOOTH 204                                                                                                                      their site selection needs over any other firm in the world.
                                                                        to keep up with numerous and ever changing state requirements
                                                                        with no assistance required from your IT department.
                                                                                                                                             Indiana University - BOOTH 505

                                                                        ExamFX - BOOTH 502                                                                                                                            The National Association of Subrogation Professionals (NASP) is
                                                                                                                                                                                                                      the world’s largest insurance subrogation association and leader in
                                                                                                                                                                                                                      subrogation education. NASP’s mission is to enhance the
American Educational Institute, Inc. - BOOTH 304                                                                                                                                                                      stature and effectiveness of subrogation and recovery professionals
                                                                                                                                                                                                                      through education, training and the exchange of information.
                                                                        ExamFX has helped over 1.5 million people prepare for their          Online Distance Education Certificate Program; online degree
                                                                        licensing exam. Our Exam Simulator, Flash Cards, Virtual             completion programs including a Bachelor of General Studies and
                                                                        Instructor, Textbooks, and Smart Start tools offer state specific    a Master’s Degree in Adult Educaiton; customized professional
                                                                        training to produce a realistic exam experience. We offer            development opportunities.                                               Performance Plus, Inc. - BOOTH 503
AEI, founded in 1969, is the premier provider of self-study training
courses in coverage and claims law. Students learn to identify          nationwide Insurance prelicensing training and Limited Lines. Our
legal issues, analyze claim problems and apply what they learn to       Securities includes the 6, 63, 7, 65, 66, 24, and 26.
                                                                                                                                             InsuranceLicenseExpress.com - BOOTH 202
their everyday claims handling. We offer professional designations
upon program completion and the Senior Claim Law Associate
(SCLA) is AEI’s highest designation. Programs of study include:                                                                                                                                                       We provide you with the skills to produce high quality, user friendly
Legal Principles, Liability, Property, Automobile, Fraud and Workers’   Hart Training Connection - BOOTH 102
                                                                                                                                                                                                                      job aids. Our industry-standard “Building Better Job Aids
Compensation.                                                                                                                                                                                                         Workshop™” is conducted in public, on site, and distance learning
                                                                                                                                             InsuranceLicenseExpress.com offers insurance pre-licensing cur-          forums. We provide job aid development, “wrap-around” training,
                                                                                                                                             riculum and securities exam prep online. Our team is dedicated           and consulting services to help you build a skilled workforce for
                                                                                                                                             to adapting to the needs of professionals and providing top-tier         tomorrow!
Articulate - BOOTH 301                                                                                                                       training. Managers have access to the ILX TrainingTracker where
                                                                        Hart Training Connection specializes in working with small to
                                                                        medium sized companies and agencies in the financial services        they follow new agents’ progress while taking advantage of our
                                                                        industry. We help build structured training processes designed to    communication tools.                                                     SITE Conference Charity - REGISTRATION AREA
                                                                        focus on results such as increased sales, better form completion
                                                                        rates, and better product suitability choices. We train managers
                                                                        and subject matter experts how to deliver effective local and long   International Insurance Institute - BOOTH 101
Crawford & Company - BOOTH 501                                          distance training, and provide customized facilitator guides, job
                                                                        aids, and effective follow up and support. In addition we develop
                                                                        and facilitate training on various compliance topics and on                                                                                   Find out all about the Austin Children’s Shelter. Buy a ribbon for
                                                                        techniques for motivating multi-generations. Owner Amy Hart has                                                                               your nametag and a raffle ticket. If you like this conference experi-
                                                                        been in the insurance and investment industries for over 25 years                                                                             ence, you’ll want to buy several tickets in hopes of winning the
                                                                        at home office and regional levels and has extensive experience in                                                                            grand prize - a registration to the Washington D.C. conference next
                                                                        training field managers and agents. Amy is committed to              Delivering high quality claims training to your location. We travel      year.
                                                                        identifying and maximizing the strengths of every client in all      to you so you don’t have to travel to us!
KMC On Demand is the premiere provider of continuing education                                                                                                                                                        SITE 2012 Conference - REGISTRATION AREA
for adjusters.With over 200 top-quality, up-to-date modules of          training projects.
property, casualty and workers’comp courses, KMC On Demand                                                                                   Kaplan Financial Education - BOOTH 105
is written and designed to actually improve adjuster performance.
KMC On Demand offers a blend of formal and informal learning,
information repositories, reference applications, and expert forums.    HelmsBriscoe - BOOTH 402
Our newest offering, Compliance Genie, delivers and tracks CE
credits in all states. It provides up to date notification of                                                                                Kaplan Financial Education is a leading global provider of financial     Drop by the 2012 conference booth to learn about next year’s
compliance requirements along with a centralized online licensing                                                                            education solutions to professionals around the world, helping           conference in Washington, D.C. Sign up to help on one of the
and CE database with automatic license renewal reminders. By far                                                                             candidates leverage their careers by preparing them for Securities       conference committees and be a an important part of the planning.
the most sophisticated CE tracking method available today, KMC          HelmsBriscoe offers today’s meeting planners an easy alternative
                                                                        to the often complex and time consuming process of researching,      Licensing and Insurance Prelicensing exams, Continuing
                                                                                                                                             Education requirements, and the CPA, CFA®, FRM®, CAIA®,
24                                                                                                                                           CFP®, ChFC®, CLU®, CASL®, and CPCU® exams.                                                                                                 25
The Institutes - BOOTH 201                                             Turning Technologies - BOOTH 504




As the property and casualty insurance industry’s trusted knowledge    Turning Technologies is the audience response leader.
leader, the Institutes are committed to meeting the evolving           Speakers connect with participants using intuitive polling software
educational needs of the risk management and insurance                 and response devices for engagement, education and assessment.
community. We prepare people to fulfill their professional and         Employ familiar programs to ask questions and instantly receive
ethical responsibility by offering customer-focused and innovative     feedback. A valuable tool for comprehension and reporting,
education solutions.                                                   response systems ensure retention and support learning outcomes.


The National Alliance of Insurance
Education and Research - BOOTH 401                                     Vale Training Solutions - BOOTH 104




The National Alliance for Insurance Education & Research provides      Specialized in Engaging Training for 60 Years at our three
insurance and risk management programs in the US, Mexico, and          comprehensive training facilities, we systematically teach your
the Caribbean. Over 2,500 annual programs meet any agency              employees the concepts they need to know– then create “real
or company’s education needs. Programs include the CIC,                world” training scenarios that prepare them as estimators,
CISR, CRM, CSRM designations, sales and service classes, online        examiners, appraisers and adjusters for on-the-job challenges
courses, and advanced seminars.                                        through practical hands-on application.membership in the
                                                                       organization!

The National Underwriter Company - BOOTH 302
                                                                       The Williams Institute for Ethics and Management -
                                                                       BOOTH 403



The National Underwriter Company, a division of Summit Business
Media, is the leading B2B media and information company serving        TWI is a 501(C)3 whose mission is to promote ethics in community.
the insurance, investment advisory, professional services and mining   We partner with colleges and universities as well as public and
investment markets. Summit’s Reference Division issues hundreds        private organizations such as the FBI Law Enforcement Education
of titles and services including its FC&S Online, Tax Fact Series,     and Development Association to provide assessments and training
Advanced Markets AdvisorFX, One Card System, Tools &                   in ethics, communication, leadership, customer service, sales and
Techniques, Training and CE Administration.                            coaching.




26                                                                                                                                           27
         ANTI-TRUST STATEMENT                                                   CONFERENCE COMMITTEE

     The free exchange of ideas among insurance professionals is                Service on the SITE Annual Conference is both a leadership development and volunteer opportunity. Through the unselfish efforts of those
     SITE’s greatest offering, but please be mindful of critical anti-trust     listed on this page, the 2011 conference is made possible. Because they are your peers and colleagues, the program is truly tailored to meet
     considerations as you participate in conference events. Federal            the needs, interests and issues of the Trainers and Educators of the Insurance Industry. Please share your thanks with the SITE members who
     anti-trust laws protect our competitive, free-market economy by            have diligently worked to help you enjoy your time in Austin!
     prohibiting certain activities that may lead to price fixing among
     competitors. Seemingly innocuous discussions, occurring in the                VP – Annual Conference                                Marketing                                        Exhibits
     social atmosphere of a conference, could later be construed as                Carolyn Hansen                                                                                         Co-chair – Jon McCreath
                                                                                                                                         Chair – Paul Balbresky
     collusion.Therefore, it is advisable not to engage in discussions                                                                                                                    Co-chair – Henrietta Nye
                                                                                                                                         Sharon Koches
     centering on any of the following topics as they relate to your               Conference                                                                                             Phyl Turrentine
                                                                                                                                         Kevin MacMurphy
     place of employment:                                                          Administrative Assistant                                                                               David Farr
                                                                                                                                         Cassy Macdonald
                                                                                   Barb Gavitt                                           Christopher J. Boggs
     •   Labor or parts pricing
                                                                                                                                         Valeeta Dee Macheda                              Conference
                                                                                   Program                                               Kate Manthey                                     Book Coordinators
     •   Pricing and costs of autos or auto insurance                              Co-chair – Tammy Alsene                                                                                Carolyn Hansen
                                                                                   Co-chair – Sandy Masters                              Audio Visual                                     Barb Gavitt
     •   Cost and profit margins                                                   Paul D. Stout                                         Chair – Brad Gutcher                             David Rice
                                                                                   Terry Katz                                            Sandy Masters
     •   Market division between customers and suppliers                           Lynn Miller                                           Richard Blundell                                 Proofreaders
                                                                                   Cathy Nickels                                         Mark Boeker                                      Sandy Masters
     •   Reputation/business practices of repair shops, parts                      Gina Mazzulla
         manufacturers, dealers, suppliers, insurance companies                                                                          Gigi Scarbrough                                  Brenda Davis
                                                                                   Michael House                                         Lori Bowen Middleton                             Gina Mazzulla
         or any related business entities
                                                                                                                                                                                          Lisa Harrington
     •   Policy and guidelines for claim handling and settlement
                                                                                   Networking                                            Sponsorship
                                                                                   Chair – Kristi Weathers                               Co-chair – Teresa Headrick
     •   Future business directives, including the development or                  Brad Bauman                                           Co-chair – Sue Ballairgeon
         marketing of new products or services                                     Barb Gavitt                                           Sharon Koches
                                                                                   Art Carvajal                                          Nancy Stasyshyn
                                                                                   Robin Pratt

     SITE REGIONS
                                                                                   Joe Leard
                                                                                   Carolyn Bolsinger                                     Volunteer
                                                                                   Carol Balbresky                                       Chair – Carla Spencer
                                                                                   Jason Clark                                           Mary Bruggeman
                                                                                   Allison McCreath                                      Louesa Runge Fine
                                                                                   Rick Scott                                            Phyl Turrentine
                                                                                                                                         Allison McCreath
     Your name badge is color-coded according to SITE regions:
                                                                                   First Timers
                                                                                   Co-chair – Stephen Anderson                           Printing
                                                                                   Co-chair – Carl Van                                   Chair – Karen Scott
     Western                              Purple                                   Doris Hoopes
     International                        Yellow                                   Evelyn Jorgensen
                                                                                   Buddy Henderson
     Southern                             Red                                      Jeffrey Horn
                                                                                   Jeffrey Viner
     Central                              Green
                                                                                SITE WISHES TO THANK THE FOLLOWING COMPANIES FOR
     Eastern                              Blue                                  REPRESENTATION ON THE CONFERENCE COMMITTEE:
                                                                                Allen Communications                         Insurance Agents & Brokers of NY, Inc.       Sandy Masters Consulting


     CONNECT WITH SITE
                                                                                Alliant Insurance Services, Inc.             Insurance Journal Academy of                 Sapphire Enterprises, LLC
                                                                                American Family Insurance                    Insurance                                    Selective Insurance
                                                                                ATI Professional Licensing                   Kaplan Financial Education                   Secura Ins. Cos.
                                                                                Balbresky Consulting Services                Keir Educational Resources                   State Farm
                                                                                Chubb Group of Ins. Cos.                     Liberty Mutual Group                         SSO Learning & Development
                                                                                COUNTRY Financial                            The Main Street America Group                Health Care Service Corporation
     Do you use Twitter? Facebook? LinkedIn? Join in on the conversation with   Germania Ins Cos                             Mercury Insurance                            Texas Farm Bureau
     other SITE members and share what you learn with your followers.           HMS Insurance                                Met Life Auto and Home                       Unum
                                                                                The Institutes                               Nationwide Insurance                         Vale
                                                                                ISO                                          Nonprofit Solutions                          Web CE
28                                                                                                                                                                                                                       29
                                                                                                   NOTES
                         THANK YOU!
                                                                 Diamond Level Sponsor


                                                                 Platinum Level Sponsor


                                                                Platinum Level Sponsor –
                                                                Sponsoring Padfolios and
                                                                Flash Drives

                                                                Platinum Level Sponsor
                                                                (In addition, providing the
                                                                Vendor Solution Guide)


                                                                 Silver Level Sponsor



                                                                 Bronze Level Sponsor


                                                                 Providing conference
                                                                 booklet

                                                                 Providing conference
                                                                 lanyards


                                                                 Providing conference
                                                                 bag


SPONSORS
The generosity of the following corporate and vendor sponsors is greatly appreciated by the SITE
Board of Directors, committee members, and conference attendees.


30                                                                                                         31
NOTES   NOTES
                  SCHEDULE AT A GLANCE
SATURDAY, JUNE 25, 2011                                  MONDAY, JUNE 27, 2011

3:00 PM - 6:00 PM             Registration               8:00 AM - 9:30 AM        Breakfast in Exhibit Hall

3:00 PM - 4:00 PM             Introduction to Austin –   9:45 AM - 11:15 AM       Keynote Session
                              Presented by the Hotel
                              Concierge                  11:15 AM - 12:30 PM      Lunch in the Exhibit Hall

4:00 PM - 4:30 PM             Steering Committee         12:45 PM - 4:00 PM       3 Learning Labs
                              Meeting and Conference
                              Volunteer Meeting          12:45 PM - 2:00 PM       Concurrent Session

6:00 PM - 9:30 PM             Pre-Conference             2:30 PM - 3:45 PM        Concurrent Session
                              Networking Event
                              – The Oasis                4:15 PM - 5:30 PM        Break and Exhibitor
                                                                                  Closing

SUNDAY, JUNE 26, 2011                                    6:30 PM                  Dutch Dine-a-Round
                                                                                  – Various Locations
6:30 AM - 7:45 AM             Fun Run                                             Check the Registration
                                                                                  Desk for more
8:15 PM - 9:30 AM             First Time Attendees                                information
                              Breakfast/Coffee

9:00 AM - 10:30 AM            Family Get Together        TUESDAY, JUNE 28, 2011

10:00 AM - 11:30 AM           Keynote Session &          7:00 AM - 8:15 AM        Regional Continental
                              Conference Kickoff                                  Breakfast

11:45 AM - 1:00 PM            Lunch                      8:15 AM - 9:30 AM        Concurrent Sessions

1:15 PM - 2:30 PM             Concurrent Sessions        9:45 AM - 10:45 AM       Campfire - Round Tables

2:45 PM - 4:00 PM             Concurrent Sessions        11:00 AM - 12:15 PM      Concurrent Session

1:00 PM - 4:00 PM             Exhibitors Set up          12:15 PM - 2:00 PM       Annual Business and
                                                                                  Awards Luncheon
4:15 PM - 7:30 PM             Showcase Exhibit Hall
                              Opening Reception          2:30 PM - 4:00 PM        Keynote & Conference
                                                                                  Closing

                                                         6:00 PM                  Reception - Banquet and
                                                                                  Activity

  Where are the details?
  For a more detailed look at the schedule, please       WEDNESDAY, JUNE 29, 2011
  go to page 06.
                                                         7:30 AM - 11:00 AM       Risk Management Tours

								
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