Thursday, October 12
Friday, October 13
Saturday, October 14

Thursday, October 12

3:45-5 p.m. 

Chapters of the Future: Leveraging the Transformational Power of Change Agility 

Preregistration Encouraged; Seating is Limited - Session Full

Wendy Gates Corbett, CPLP and Gina Urgena

Studio D

Change is a constant, and successful chapters make the time to reflect on environmental trends and strategically prepare to be in the best position possible to meet challenges. This reflective process can be transformational and can make a difference in chapter health and sustainability. In this session, we will identify environmental trends affecting chapters and co-create change agility strategies to address these trends. The design of this session is a template that chapter leaders can adapt for use with their boards during their strategic planning retreat.

Friday, October 13

8-8:45 a.m.

Building a Realistic Plan for an Annual Conference, Soup to Nuts

Studio D

Is your chapter interested in holding a conference, but is intimidated by the idea? Has your chapter had issues with holding a conference in the past? This session will walk you through the process of creating a conference from the initial idea all the way through the planning process and implementation of the conference itself. Through guided discussions and the sharing of knowledge, you will be able to apply this process to your chapter by building a conference project plan that can be reused as a template from year to year, scaling the plan up or down as necessary. Emphasis will be placed on using a project “pre-mortem” exercise to break the deadly cycle of the same-as-last-year mentality trap. Common problems and pitfalls will be discussed using real-world examples. Sample project plan and templates will be provided.

Chapter Health Dashboards for Dummies

Studio E

It can be challenging as a board to decide what topics need to be discussed most at a board meeting, and in general what improvements or changes need the most attention. We all have limited time as volunteers and want to make the most of our efforts to improve our chapters. You may not be the only one who is sent reports prior to board meetings to review, and you struggle to make sense of them and get to the bottom of what the data are telling you. You also may be asking yourself, “Are we monitoring the right information?" "What defines success for my chapter?" "How do we know when we are on track?" We all want to be good stewards, but the information we need to make informed decisions may not be easy to get to quickly. Wouldn't it be nice to have a regular visual tool that quickly displays your chapter's health? Something that has graphs and colors that quickly identify areas that are healthy, need some monitoring, or need immediate attention? Quickly get on the same page with your fellow board members and spend your time more efficiently and effectively by setting up a dashboard that takes minimal time to maintain. It's not as hard as you think. You don't need to be an Excel guru to impress your fellow board members with your custom-designed chapter dashboard. Learn how in this session.

Lead Your Chapter Through An Outward Mindset

Studio F

Volunteer leaders make the difference in member experience and in the success of ATD chapters. The effectiveness of these leaders is determined by something below the surface—something that is driving every behavior and is so foundational that the organizations who ignore it are dying on the vine. What is this unseen force? Mindset, which is about how we see our work, other people, and the organization as a whole. Imagine what would happen if everyone within your chapter organization operated with an outward mindset, committed to the success of everyone around them instead of just themselves. What would happen to morale? What would happen to collaboration and creativity? What would happen to results? And how would this affect your members? In this session, learn how to cultivate an outward mindset in yourself and others.

How to Leverage ATD's Stackable Career Development Framework

Studio B

The Pew Research Center published a study in October 2016 finding that 54 percent of participants believed continuous training is essential to career success. While 74 percent of Americans believe that the responsibility for continuing training rests with the individual, a majority of those polled had reservations that a formal four-year degree would be able to fully equip someone to enter into a competitively paying job. What is the answer to this dilemma? The Department of Labor has created one way to answer this question—career pathway systems leveraging stackable credentials. In this session, the speaker will discuss the new stackable career development framework and the vision behind it. However, this effort won't be a success without the chapters' help. This session will include a facilitated unconference to elicit suggestions about what tools and support chapters might wish to develop to help lead the way to its adoption.

ALC First-Timers Orientation

Salons 5/6

So, you’re a first-timer. Never fear! This session will take the mystery out of ATD and ALC. Based on the board game Clue, this session will explore the characters and rooms of ATD: the ideas, people, subject areas, and resources available to support your success. Come sleuth with us and join the fun, laughter, and learning.


10:45 a.m.-12 p.m.

Using Social Media for Your Local ATD Chapter

Studio D

In this session, you will be exposed to the many best practices of using social media for life, career, and business, and as an ATD chapter leader. The speakers will introduce you to the benefits of using social media as a communications and engagement tool you can use with your members and potential members. Knowing what social media tools are best for membership development, member engagement, event announcements, and sharing of knowledge and ideas is important if an ATD chapter wants to reach its members and potential members. You will explore how social media can help a chapter in these areas, and actually experience social media engagement across numerous social media platforms. You’ll also work together to develop your own social media engagement plan, which you can use to be more focused and deliberate in your social media engagement activities.

Leveraging Partnerships for Your Chapter

Salons 5/6

During this session, you will explore the partnership model developed by the Metro DC ATD Chapter to leverage partnerships in driving your member and chapter goals. The model explores various phases from determining your chapter goals to evaluating the partnership itself. In particular, you will have an opportunity to practice developing your partnership strategic framework and begin to identify key elements for your partnership agreement templates. These tools will position you to maximize conversations with potential partners, sponsors, and even advertisers.

Succession Planning: Preparing for Your Exit!

Studio E

Having the right people, in the right place, at the right time is important to sustaining leadership in ATD chapters. Succession planning involves having the right leadership in place at every level of the chapter. Succession planning recognizes that some positions serve as the lifeblood of the chapter and are too critical to be left vacant or filled by less-than-qualified volunteers. This session will help chapter leaders prepare for their exit from their current roles, while sustaining a healthy chapter and great value for members. The five-step succession planning process will help chapters build a leadership pipeline and bench strength, as well as help with filling vacant positions that are open due to more immediate circumstances, such as the unexpected resignation of a board member.

Reimagining Your ATD Chapter: A Road Map to 2020!

Studio B

You’re leading a successful ATD chapter. So why make changes if things are working? This was the question facing ATD Kentuckiana’s board five years after an impressive revitalization took us from near extinction to more than 200 members. Even with our recent success, our leadership team recognized that the approaches of the past might not be sufficient to tackle the performance challenges of the future. It was time to create a purposeful, long-term strategy. ATD Kentuckiana's three-year strategic plan was accepted as a Share Our Success (SOS) submission. As a result, we were honored to be selected as Chapter of the Month for May 2017. The plan document was provided as a part of our SOS submission. Join ATD Kentuckiana as we share our ambitious three-year strategic plan road map to help you reimagine your chapter. Apply the lessons learned to grow your membership, increase member engagement, expand your reach, and make your chapter more relevant. Discover what is working, what isn’t, and what adjustments to make along the way. Practice creating your own road map by using techniques designed to inspire everyone's best thinking. Energize your board and honor the success of the past, while infusing fresh ideas to create a better workforce and drive results!

WOW Your Members by Planning an Entire Year of Programs

Studio F

Has your board ever struggled with planning programs and chapter events for the year? Have you ever felt like the planning of programs was done ad hoc? Are your members sometimes questioning the value and impact of some of your programs? The Bay Colonies (RI) Chapter operated like this until we decided to revise our annual planning process, crafting a programming theme for each year and identifying specific programs that fit into that theme, providing a clear, progressive path of development for the year. Then we created a creative road map graphic that communicated the development journey members would experience by attending programs throughout the year, resulting in a 65 percent increase in average program attendance. In this session, be prepared to work in teams to craft a key theme for your fiscal year, brainstorm a series of programs that support that theme, and share ideas for identifying speakers for each program. Finally, you will collaborate to create and share a visual graphic that will help you communicate the value and impact of attending multiple chapter meetings.


1:15-2:30 p.m.

Growing Strategic Partnerships: How Greater Atlanta’s Chapter Leveraged Sponsors to Create a Value-Added Employee Learning Week

Studio F

The Greater Atlanta Chapter of ATD is excited to announce the growing success of its Employee Learning Week (ELW) Celebration, an event that involves 15 local organizations and more than 1,500 employees. This session will highlight the keys to our success to help other chapters do the same. ELW is a great opportunity to promote your members’ workplace organizations, and their talent development departments! You will learn about the growth in ELW activities within the Greater Atlanta ATD Chapter and the new level of engagement achieved this past year through its partnership with EBSCO.

CPLP Virtual Study Group: See the Results!

Studio B

During this session, you will explore the sustainable Certified Professional in Learning and Performance (CPLP) virtual study group model and learn to implement it in your own chapter. You will also learn about the positive impact that this model has had on the talent and development community; the speaker will provide specifics ranging from networking to community support to results data. You’ll walk away equipped with the tools needed to help others to contribute and to implement this initiative locally.

Managing an Internship to Build a New Member Orientation Program

Studio D

This session will showcase a collaboration between the Central PA Chapter and a Penn State University student intern to build an on-demand online new member orientation program. You will recognize opportunities in your chapter for internship projects and mentoring opportunities, and identify colleges and universities in your geographic area that are potential internship partners. You will review a project management plan for running an internship project and explore the benefits of having an on-demand online orientation program for members.

Wild Apricot Mélange: Update Your Website and SEO Ranking

Studio E

A responsive—or mobile-friendly—webpage adjusts its appearance according to the size of the screen used to view it. Is your website responsive? In this session, learn how to use responsive themes in Wild Apricot. You will also learn how to customize the CSS so your site complies with ATD branding standards, and how to customize email templates using HTML and color. In addition, you will learn how to back up your website and data and understand the importance of cybersecurity. As a bonus, learn about search engine optimization (SEO), the process of improving the position of your website in search engine rankings. The Wild Apricot platform has been designed to be search engine friendly so that your site content will easily be read and indexed by search engine crawlers, whatever account plan you use. Learn tips to improve your SEO rankings.

Budgeting Made Simple

Salons 5/6

As chapter leaders, you need to be a steward of the money your members entrust with you. It is vital to ensure that you are using the money in ways that enhance your members' opportunities for growth and learning. In this session, you will learn to develop a chapter budget and money management process from the ground up. Tools to help you design your own budgeting process will be provided so you can apply it immediately in your chapter. This will provide an opportunity to sharpen your understanding of your goals and facilitate discussion of the financial realities of your organization with your chapter leaders. Additionally, we will discuss who can and should be involved in both the budget process and the management of the chapter’s funds.


2:45-3:30 p.m.

Maximize Giving Back With a Scholarship Program

Studio E

Central New York ATD recently won a Chapter Excellence Award for its Scholarship Program. Along with providing monetary assistance to talent development professionals and students, the CNY ATD Scholarship Program has increased the awareness, recognition, and credibility of CNY ATD to various community constituents. By encouraging and supporting professional development and continuing education in the field of talent development through a scholarship program, CNY ATD has been able to maximize giving back to the talent development community. Learn from CNY ATD’s experience with scholarship programs and walk away with the information and tools to create your own scholarship program. Throughout the session, the speakers will discuss the benefits and considerations of a scholarship program, along with how to evaluate options for funding the program and awarding scholarships. Join us to learn how your chapter can maximize giving back to your talent development community!

More Than a Marathon: How to Identify and Tackle Common Issues That Risk Your Chapter’s Long-Term Sustainability

Studio F

All chapter leaders want to leave their organizations stronger than when they first joined. This is your chance to make your mark on your chapter and ensure that it sticks around for many years to come! This session will help you discover some of the common risks to organizational sustainability, through the lens of preparing for a marathon race. You will engage with other chapter leaders to identify and solve vulnerabilities in your chapter’s foundation and structure, big-picture strategies, contingency plans, and resource development. Walk out with an action plan to take back home and strengthen your chapter!

Finance 101

Studio B

This session will include an overview of the steps to financial success for a board of directors. Activities will explore the following: What is the end goal of the board finance position? What is the best way to share financial data during the board meeting? How does the board collaborate to create an effective budget?

Tech Tools for Improving Board Communication and Efficiency

Studio D

It's no secret that running a virtual board of volunteers can be challenging. In this session, we will share four easy-to-use, low- or no-cost tech tools you can implement immediately to improve board communications and efficiency. Over the past year, we began using four tools that have helped improve board collaboration and information sharing, shortened the time to identify and connect with potential speakers and sponsors, facilitated video chat board meetings, and streamlined our event feedback process. Join us to learn what tools and strategies we've implemented to help ATD Sacramento be successful.

Webcasting Your Chapter: New Models for Delivering Programs

Salons 5/6

Are you looking for a powerful way to deliver programming and reach more of your membership? Please join us for a lively session where we’ll explore the power of webcasting to create terrific learning events. During 2017, the ATD Cascadia Chapter worked with a new technology sponsor to establish a webcasting model that included registration, web interface, studio production, and archived recordings. Our webcasts have made it possible for us to connect with our geographically dispersed members while giving us an opportunity to showcase new and emerging technology. During this session, you will have the opportunity to explore the web interface, tour the reporting dashboard, and brainstorm specific questions to engage virtual audiences. Learn how we developed the critical mass to curate a popular learning modality that reaches across a large statewide membership, provides upskilling opportunities to local presenters, and assists our members with adopting virtual technologies.

Saturday, October 14

8-8:45 a.m.

7 Strategies for Supercharging Your Chapter's Programs

Studio B

Tired of the same old hum-drum program ideas? The Eastern PA Chapter used seven key strategies to recharge its chapter programs. The program approach has resulted in increased member engagement, a higher level of programming, and increased revenue from programs. This session will walk through the seven strategies, and how each one was implemented to drive and measure impact. Get ready to supercharge your chapter's programs!

Engagement Strategies for Membership Retention

Studio F

In this session, you will learn how to use the KC2E2 method to attract, engage, and retain members. Come ready to learn, work, and share; this session is not a lecture.

Sharing = Success! Understanding and Leveraging the ATD Share Our Success Program

Studio D

Chapter leaders are continually discovering new and innovative ways to lead their chapters. If there was only a way to tap into that knowledge . . . wait, there is! The ATD Share Our Success program provides an opportunity to share best practices, innovative ideas, and success stories with all ATD chapters. Not to mention, when you share best practices from your chapter, there are great benefits to reap. In this session, learn about the Share Our Success program and the benefits of participating. You'll have opportunities to learn how to leverage the best practices of other chapters to enhance the work of your chapter, as well as how to successfully complete the SOS submission form.

The Emotionally Intelligent Chapter Leader - Part I

Studio E

If chapter leadership were easy, everyone would be doing it. Leading a chapter requires business acumen, lots of time that you probably don’t have, and above all a passion to serve. Even with those capabilities in place, it can be challenging. Chapter leaders need to be creative about ways to engage membership, and collaborate with the volunteer board. In this session, we’ll explore what it takes to be a true team player on an all-volunteer board, and how to collaborate effectively as a chapter leader in the world’s largest professional association dedicated to talent development.

The Emotionally Intelligent Chapter Leader - Part II

This breakout group is invited to join us back in Studio E from 12:30-1 p.m. to continue the discussion over lunch. 



10:15 a.m.-12:15 p.m.

Wild Apricot: Member and Event Management

Studio F

In this session, we will review your membership form and database structure. You will learn how to customize and update both the membership and contact forms to collect relevant data. You will also learn how to improve membership emails and your renewal strategy. You will learn how to create advanced searches for reports. In addition, you will create an event marketing checklist specific for your chapter, and create a form to capture this information. You will create an event template to streamline the event creation process. You will also get tips for customizing and improving your event emails. And finally, you will learn how to use events for other member-specific activities. There will be time for Q&A.

Entice, Convert, and Retain More Members With Improved UX

Studio D

In this session, you will be immersed in the world of user experience (UX) as it applies to chapter communications. We will journey through the lands of web design, marketing strategy, and new member onboarding. Along the way, we will slay the beast that is a lack of time with the dagger of automation. You’ll be armed with an accountability partner to keep you on track, a feasible action plan for the next 60 days, and the knowledge and support needed to conquer the chapter's weaknesses and deliver improvements.

Running Your Chapter Like a Business

Studio B

As a chapter leader, are you seeing the bigger picture? Do you align your decisions with your strategic goals and key performance indicators? If you don’t, you may be surprised at the ripple effect your decisions can have on the chapter. Join this session to learn how decisions in one area of the chapter can affect other areas. You’ll do this by participating in a business simulation and run a chapter for four simulated years. You and your table team will determine your chapter’s key performance indicators (KPIs), make decisions for the chapter, and be measured against your chosen KPIs. Throughout the simulation, you will see how your decisions affect all areas of your chapter, including income, membership, program attendance, and more! At the end, your success as a chapter board will be measured against how well you achieve your KPIs. Are you up for the challenge?

Post-conference: Download session materials here.

CARE Workshop

Studio E

Managing a chapter is similar to managing a business or business unit. ATD’s Chapter Affiliation Requirements (CARE) are a set of performance guidelines designed to help chapters deliver consistent benefits to members in the key areas of administration, finance, membership, professional development, and communication. Consistently reviewing and benchmarking your chapter against these guidelines ensures smooth chapter operations, financial stability, and an enriching experience for your chapter members. Annual completion of the CARE workbook does not have to be a daunting task. Armed with your chapter’s previous CARE submission, you will get a head start on your chapter’s CARE workbook in this session. By the end, you will also have a detailed follow-up plan to bring back to your chapter for completion of your CARE workbook with your fellow board members. Participation in this session will position your chapter to submit your CARE workbook before the January 31, 2018, deadline.


1:30-2:45 p.m.

Maximizing Your Marketing and Communication Requests

Studio B

Do you receive internal or external marketing and communication requests that lack the needed information to advertise to your members? Are you rushed to get marketing and communications messages out to your members? During this session, you will gain knowledge and tools to improve your chapter’s internal and external marketing and communication requests. You will work in teams to create a marketing and communication calendar to minimize the rush to get your message to your members. You will also leave with a reference guide outlining ways to create your own internal marketing and communication request forms to provide your team with all the information needed to effectively communicate with your members.

Forming Cross-Functional Teams to Achieve Results

Studio E

Cross-functional experience can give board members the often-missing sense of how their work complements and enhances the work done by the rest of the board. But how do you give them that experience? On a volunteer board where every minute is valuable, how do you carve out time for the extras? This session will help you develop a cross-functional plan for your board, to achieve results and have fun doing it.

Help Your Chapter Members With Their Career Development: Resumes, Interviews, and More!

Salons 5/6

In this session, you will learn how you can implement career development services such as resume critiques and mock interviews for your chapter members. We will discuss specifics for setting up a resume critique service and a mock interview service that can provide your chapter members with practice, advice, and resources to improve their ability to showcase their skills, knowledge, and experience to a hiring manager in the talent development field. You will take away methods for planning and deploying career development services within your chapter, as well as resources that can help set chapter members and volunteers up for success.

Make Your Chapter Networking Programs Less Awkward, More Fun, and Informational

Studio F

Do networking events strike fear into your heart, but you are tasked with coordinating them for your chapter? Or, have your mix-and-mingle events been flat or not well attended? Join us in this session to gain strategies for making your networking programs less awkward, more fun, and informational! ATD Sacramento will share some tested event frameworks, from scavenger hunts to a world café format. Plus, in this session you will build your own networking program framework using a guided template. Leave with a program ready to go!

How to Reorganize and Revitalize Your Chapter to Achieve Dramatic Results

Studio D

Are you spending more time on trying to fill leadership positions and run day-to-day operations than you are on growing your chapter and adding value to your members? This session is for you. In this session, you’ll learn how one chapter was able save itself from the brink of irrelevancy by implementing sustainable change that resulted in a flourishing chapter with active engagement by members and leadership. You’ll receive a road map, tools, and worksheets you can use to deliver spectacular results in your own chapter, as well as a content map to build operating playbooks for your chapter.