Contents

2 Important Details

4 Agenda Wednesday

Thursday

Friday

11 Attendees by Organization

14 Attendees by Name

18 Speaker Bios Curtis Bonk

Jonathan Halls

JeffBirk

Eric Dingler

Carol Leaman

Matthew Murray

Jason McKeever

25 Presentations

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Important DetailsSummit Wifi Code (beginning September 9): NRS15

Twitter Hashtag: #RegistrySummit

Download the Registry Summit App!

Wednesday evening networking opportunity: Sign up at the registration desk to attend dinner with colleagues at one of several area restaurants.

Exposure Draft of Proposed Changes

Red-lined Version of 2012 Standards

ExecutiveSummaryofsignificantchangesproposedintheExposureDraft

Information on Registry Summit 2016 in Tampa, Florida!

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2015 National Registry Summit - Agenda

Wednesday, September 9, 2015

2:30 pm - 4:30 pm Pre-Conference Workshop: Registry 101 JeffPrice,NationalRegistryAdministrator KathrynTurner,NationalRegistryAdministrator

This workshop will provide an overview of the Registry and the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards). It will provide details on the more significantprocessesoftheRegistry:theinitialoradditionaldelivery method applications; the renewal process; and the desk audit process. The workshop will describe the instructional delivery methods addressed by the Standards and focus on the significantaspectsofdevelopment,presentation,measurementand reporting of each method. The workshop will also highlight the obstacles to compliance with the Registry and the Standards, so that preventative procedures can be put in place. This workshop is intended for new sponsors and individuals who are new to their role in responsibility for Registry sponsorship.

2:30pm-4:30pm Pre-ConferenceWorkshop:QASSelfStudy–ApplicationProcess, HelpfulHintsandBestPractices MikiKlein,InstructionalDesignAdministrator AmandaMcGregor,InstructionalDesignAdministrator JohnnyOwsley,InstructionalDesignAdministrator

This workshop will assist those sponsors considering applying for the QAS Self Study delivery method or those approved sponsors looking for helpful hints and best practices when developing self study programs. Our instructional design administrators will walk you through each step of the application process, including what information is reviewed and considered. Please come with 4

questions and take this opportunity to walk away with helpful hints for developing self study programs.

1:00pm–6:00pm Registration

No planned evening activity. Opportunity to meet up with your network of colleagues and enjoy the downtown Washington, D.C. area.

Thursday, September 10, 2015

7:30am–8:30am Breakfast

8:30am–8:45am WelcomeMessage AlfonzoAlexander–PresidentofNASBACenterforthePublic TrustandChiefRelationshipOfficerofNASBA

A welcome from NASBA executives will inform participants of current focus projects of NASBA.

8:45am–10:00am LearningisChanging:TheBasicsofBlendedLearningandBeyond CurtisJ.Bonk,Professor,InstructionalSystemsTechnology Department,IndianaUniversity

Dr. Curtis Bonk, Professor at Indiana University, will provide an interactive presentation to help motivate learners in online and blended learning environments. Dr. Bonk will reveal best practices usinghiswidelyacclaimedR2D2(Read,Reflect,Display,andDo)framework for instructional design with technology.

While detailing best practices he has seen around the globe, Dr. Bonk will also discuss how his method can be expanded or altered to fitone’spreferencesandneeds.Theseideasandtechniquescanbe

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linked to learner motivation, collaboration, interaction and general engagement in the learning process.

10:00am–10:15am Break

10:15am–11:30am HowtoMakeFabulousVideo,FastandAffordably JonathanHalls,PrincipalatJonathanHalls&Associates

More and more learning professionals are turning to video as an important method to deliver short chunks of learning just in time to learners where they need it and when they need it. However, forlearningvideotobeeffective,itneedstobeengagingandaffordable.

Jonathan Halls, a media/corporate training consultant and author, will provide guidance on how to structure video content to draw learners in that looks professional and ensures retention. You will learn techniques used by professional broadcasters to speed up production without compromising quality. Learn how to do all of thisonaffordableconsumercameras!

11:30am–11:45am StatementonStandardsforCPEPrograms:StatusUpdate JessicaLuttrull,AssociateDirector-NationalRegistry

This session will provide a brief status update related to the progress of the proposed revisions to the CPE Standards.

11:45am–1:00pm Lunch

1:00pm–2:30pm Break-OutSession-DeeperDives

1 – Engage, Number One: This is the Next Generation Curtis J. Bonk

Not done from the general session, Dr. Bonk will provide a deeper dive on best practices for online and blended learning, including his

2015 National Registry Summit - Agenda

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TEC-VARIETY model for learner motivation with Web technology. Each letter of the TEC_VARIETY model stands for a well know motivational principle (e.g., tone, encouragement, curiosity, variety, autonomy, relevance, interactivity, engagement, tension and yielding products). Walk away with practical strategies that can be incorporated directly into face-to-face, blended, and virtual programs.

2 –HowtoMakeFabulousVideos,FastandAffordablyJonathan Halls

In greater detail, Mr. Halls will help learners determine what makes engaging learning content in terms of its ability to ensure engagementandretention.Hewilldescribekeydifferencesinvideo techniques between mobile video, desktop video and video watched on a television screen. Take home techniques to structure content so it is easy to understand and draws on the strengths of video!

3 – Statement on Standards for CPE Programs Jessica Luttrull

This session is intended for participants that were not able to attend lastyear’sNationalRegistrySummitandhavenotreviewedtheproposed revisions to the CPE Standards. Ms. Luttrull will walk through the proposed changes to the CPE Standards and highlight themoresignificantchanges.

2:30pm–3:00pm Break-ReconveneinGeneralSession

3:00pm–4:30pm TrainLikeaRockstar:SpeakingTipsFromaStand-UpComedian JeffBirk,SpeakerandTrainer

JeffBirkisacorporatetrainerandstand-upcomedianwhohasopened for Jay Leno, Martin Short and Bill Cosby. His presentation

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will share the key principles of engagement that he has learned from his 25+ years of performing in comedy clubs and conference rooms, alike. Body language, audience interaction, the art of storytelling, and of course, humor, are just some of the skills you will learn in this lively interactive session.

5:00pm–7:00pm CelebrationReception

Friday, September 11, 2015

7:30am–8:30am Breakfast

8:30am–9:15am DevelopmentPlans:ConnectingCPEtoCareerObjectives EricDingler,DirectorandAuditChiefLearningOfficer Deloitte

EricDingler,DirectorandChiefLearningOfficerofAuditatDeloitte, will share the thought process and approach Deloitte uses tomapoutaneffectivecareer-longprofessionaldevelopmentplan,connecting learning with career objectives.

9:15am–10:30am LeveragingtheLatestinBrainScienceandGamificationtoMeet theNeedsoftheModernLearner CarolLeaman,CEOatAxonify

With the explosion in brain research over the past 10 years, scientists know more about how to improve memory, attention andcognitiveabilitythaneverbefore.Inaddition,gamificationisredefiningexpectationsandchallengingourparadigms.Howisthecombinationofbrainscienceandgamificationsettochangethe world of corporate learning? How will it meet the needs of the Modern Learner? Armed with the latest research from the world-

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renowned Rotman Research Institute, join Carol Leaman, CEO of Axonify to discover how retention practices and game mechanics are being applied in eLearning tools in the workplace. You will gain real corporate examples of improvements in knowledge retention, learning transfer and the bottom-line.

10:30am–10:45am Break

10:45am–11:45am Panel:SharingInnovativeDeliveryMethodIdeas JasonMcKeever,EideBaillyLLP MatthewMurray,PwC

The trends and technology in the learning arena is changing rapidly and the manner and format preferences of learners is changing in response to the multi-generational CPA population. This session will be comprised of a panel of CPE providers who are exploring, piloting or using innovative delivery methods for CPE training. This will be an opportunity to share knowledge, ideas and pitfalls in considering innovations in learning.

11:45pm–12:00pm ClosingRemarks

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View inside the Capitol dome. The Capitol is the seat of the U.S. Congress and although it is not at the geographic center of D.C., it is the origin point for the District’s street numbering system.

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Attendees by Organization

20-20 services LLC Bo Fitzpatrick APlusCPE® Melinda VieiraAPlusCPE® Ricki ZiemanAbacus-AT-e2, L.L.C. Tom GavinAccountancy Board of Ohio Robert FayAccountancy Board of Ohio James GottfriedAICPA Michael GrantAICPA Tie MillerAICPA Clar RossoAICPA Salena WrightAmerican Management Association Martha LeonAndersen Tax LLC Lori MorganArthur Bell, CPAs Bridget LingAssociated Regional Accounting Firms JoAnn LabbieAxonify Carol LeamanBaker Tilly Virchow Krause, LLP Heather EggersBDO USA, LLP Evelynn MorseBKD, LLP Greg ColeBKD, LLP Gennifer RamsayBlackline, Inc Thyra HunterBOOKE Russell SimpsonBoomer Consulting Inc. Eric BensonBoomer Consulting Inc. Sue ThiemannBusiness Professionals Network James ParenteBusiness Professionals Network Anne TaylorBusiness Valuation Resources, LLC Jared WatersCalCPA Janice SlusserCalifornia Tax Education Council Ruth GodfreyCAMICO Mutual Insurance Co. Sue HollCapin Crouse, LLP Terra AguirreCapin Crouse, LLP Debbie Evans

Capital One Financial Services, Corporate Audit and Security Services Lindsay SkorupaCBIZ, Inc. Diane LeibsonCBIZ, Inc. Phil ZamanCentral Methodist University Julee ShermanCherry Bekaert LLP Karen McManusCherry Bekaert LLP Christine SeredniCisco Systems, Inc Lisa LaveryCisco Systems, Inc Kristin WhiteCliftonLarsonAllen LLP Elizabeth SpencerColorado Society of CPAs Rebecca CampbellCORPTAX LLC Lynda YoungersCouncil of Petroleum Accountant Societies, Inc. (COPAS) Angie KnipeCouncil of Petroleum Accountant Societies, Inc. (COPAS) Donald TharpCouncil of Petroleum Accountant Societies, Inc. (COPAS) Tom WiermanCPE Depot Frank CastilloCPEasy Daniel SniderCrowe Horwath Brian SteinbauerCrowe Horwath LLP Cindy HesslingD. Lynn Smith D. Lynn SmithDeloitte LLP Eric DinglerDereje Tessema Dereje TessemaDirectorCorps, Inc. Kaitlyn GowdyEide Bailly LLP Jason McKeeverEisnerAmper LLP Gerri MigliacciEisnerAmper LLP Jenna PragerErnst & Young LLP Rita SehgalFederal Housing Finance Agency - Examiner Development Branch Alison ZinkFederal Housing Finance Agency of Inspector General Kevin ThompsonFederal Reserve Bank of Richmond Vilma AlejandroFlorida Institute of CPAs Brenda Hubbard

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Attendees by Organization

Furthered.com David SchnurmanGeneral Conference Auditing Service Maurine WahlenGeneral Motors Company Barbara HubbardGeneral Motors Company Margaret HunterGeorgia Society of CPAs Jennifer OleksaGleim Publications, Inc. Martha WillisGlobal Association of Risk Professionals(GARP) Will LiuGlobal CPE Jeremy RigsbeyGraduate School USA Deborah HowieGrant Thornton, LLP Amy FrederickGuam Board of Accountancy Michele SantosHealth Care Service Corporation Felicia MansfieldHealthcare Financial Management Association Krystine HansenIndiana University Curtis BonkInstitute of Internal Auditors, Inc. (IIA) Jim EagenInstitute of Management Accountants Joanne HakimIRS Liz KinneyIRS Return Preparer Office Sue Gastonjeffbirklive.com Jeff BirkJHI Kristen DeoJonathan Halls & Associates Jonathan HallsJ.P. Morgan Asset Managment Chardinay WoodJPMorgan Chase Rashaun BookerKansas Society of CPAs Danielle BulsonKPMG LLP Augustina OkekeKPMG LLP Jaime SantoraKPMG LLP Andrea SchwartzLearning.net Terry HeineyLearning.net Alaine JarinLearning.net Stacey KimLearnLive Technologies Julie DeRitisLenovo Internal Audit Monique White

M&A Source Ashley UhlMaryland Association of CPAs De’Landa SullivanMaryland Association of CPAs Debbie ZizwarekMaryland Society of Accounting and Tax Professionals, Inc Alverta SteinwedelMinnesota Society of CPAs Lynn KletscherMoss Adams LLP Melinda RoyMultistate Tax Commission Sherry TiggettMurtala Isah Iliyasu Murtala Isah IliyasuNational Association of College and University Business Officers (NACUBO) Jeanne CureNational Restaurant Association Executive Study Group John LehmannNational Society of Tax Professionals Nina TrossNetsuite, Inc. Dave SchockNorth American Professional Liability Insurance Agency, LLC John RaspanteNorth Carolina Association of Certified Public Accountants Amanda DavisNorth Dakota State Board of Accountancy Faye MillerPlante & Moran, LLC Danielle TurnerPractising Law Institute Andrew D. OttigerPricewaterhouseCoopers LLP Claudia Caceres-CamillaPricewaterhouseCoopers LLP Beth HopkinsPricewaterhouseCoopers LLP Tammy MaddoxPricewaterhouseCoopers LLP Matthew MurrayPCAOB Michelle BogovichPCAOB Melissa HaasPCAOB Omer IpekciPutnam Retail Management Brandi BrownRaffa, P.C. Tiffany KellyRobert Half International Tracy FineSandra L. Leyva, Inc. Sandi LeyvaSmartPros Ltd Jack Fingerhut

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Attendees by Organization

Southern Assoc. of College & University Business Officers Lynn ButlerSpidell Publishing, Inc. Brenna MaasSpidell Publishing, Inc. Lisa MackeySurgent McCoy CPE, LLC Janet BenjaminSurgent McCoy CPE, LLC Valerie WendtTax Analysts GulnarZamanTexas State Board of Public Accountancy Roel CantuThe Center for Professional Education, Inc. Patricia BerryThe Center for Professional Education, Inc Kathleen RiskoThe Rainmaker Companies Mary Ann BrawnerThomas T. Ueno, CPA Thomas UenoThomson Reuters Governance, Risk and Compliance Lisa HeringlakeTom Ostlund Seminars Thomas OstlundTreasury Inspector General for Tax Administration Andrea BarnesTreasury Inspector General for Tax Administration Michele SeebaU.S. Securities & Exchange Commission Daniel PetersUniversity of Colorado Lisa S. ValladUSDA Office of Inspector General Audit (USDA OIG Audit) Tiffany ConnVermont Board of Public Accountancy Joshua PartlowVirginia Board of Accountancy Wade JewellVirginia Society Of CPAs Amy MawyerVirginia Society Of CPAs Linda Newsom-McCurdyWalter C. Davenport, CPA Walter C. DavenportWest Virginia Board of Accountancy Stefani YoungWestern CPE Kassy BroughWestern CPE Erin Murphy

The Martin Luther King, Jr. Memorial. This solid granite monument was dedicated on August 28, 2011, the 48th anniversary of the March on Washington for Jobs and Freedom, one of the largest political rallies for human rights in United States history.

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Wisconsin Accounting Examining Board Gerald DenorWolters Kluwer, CCH Joseph GornickWolters Kluwer, CCH Gwen HeftyWyoming Board of Certified Public Accountants Roxanne OstlundEffective 08/31/2015

Attendees by Name

Aguirre, Terra Capin Crouse, LLPAlejandro, Vilma Federal Reserve Bank of RichmondBarnes, Andrea Treasury Inspector General for Tax AdministrationBenjamin, Janet Surgent McCoy CPE, LLCBenson, Eric Boomer Consulting Inc.Berry, Patricia The Center for Professional Education, Inc.Birk, Jeff jeffbirklive.comBogovich, Michelle PCAOBBonk, Curtis Indiana UniversityBooker , Rashaun JPMorgan ChaseBrawner, Mary Ann The Rainmaker CompaniesBrough, Kassy Western CPEBrown, Brandi Putnam Retail ManagementBulson, Danielle Kansas Society of CPAsButler, Lynn Southern Assoc. of College & University Business Officers (SACUBO)Caceres-Camilla, Claudia PricewaterhouseCoopers LLPCampbell, Rebecca Colorado Society of CPAsCantu, Roel Texas State Board of Public AccountancyCastillo , Frank CPE DepotCole, Greg BKD, LLPConn, Tiffany USDA Office of Inspector General Audit (USDA OIG Audit)Cure, Jeanne National Association of College and University Business Officers (NACUBO)Davenport, Walter Walter Davenport, CPA Davis, Amanda North Carolina Association of Certified Public Accountants

Denor, Gerald Wisconsin Accounting Examining BoardDeo, Kristen JHIDeRitis, Julie LearnLive TechnologiesDingler, Eric Deloitte LLPEagen, Jim Institute of Internal Auditors, Inc.(IIA)Eggers, Heather Baker Tilly Virchow Krause, LLPEvans, Debbie Capin Crouse, LLPFay, Robert Accountancy Board of OhioFine, Tracy Robert Half InternationalFingerhut, Jack SmartPros LtdFitzpatrick, Bo 20-20 Services LLCFrederick, Amy Grant Thornton, LLPGaston, Sue IRS Return Preparer OfficeGavin, Tom Abacus-AT-e2, L.L.C.Godfrey, Ruth California Tax Education CouncilGornick, Joseph Wolters Kluwer, CCHGottfried, James Accountancy Board of OhioGowdy, Kaitlyn DirectorCorps, Inc.Grant, Michael AICPAHaas, Melissa PCAOBHalls, Jonathan Jonathan Halls & AssociatesHansen, Krystine Healthcare Financial Management AssociationsHefty, Gwen Wolters Kluwer, CCHHeiney, Terry Learning.net, Division of The Learning Network, Inc.Heringlake, Lisa Thomson Reuters Governance, Risk and ComplianceHessling, Cindy Crowe Horwath LLPHoll, Sue CAMICO Mutual Insurance Co.Hopkins, Beth PricewaterhouseCoopers LLPHowie, Deborah Graduate School USAHubbard, Barbara General Motors CompanyHubbard, Brenda Florida Instutute of CPAsHunter, Margaret General Motors CompanyHunter, Thyra Blackline, Inc

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Attendees by Name

Iliyasu, Murtala Isah Ipekci, Omer PCAOBJarin, Alaine Learning.netJewell, Wade Virginia Board of AccountancyKelly, Tiffany Raffa, P.C.Kim, Stacey Learning.netKinney, Liz IRSKletscher, Lynn Minnesota Society of CPAsKnipe, Angie Council of Petroleum Accountant Societies, Inc. (COPAS)Labbie, JoAnn Associated Regional Accounting FirmsLavery, Lisa Cisco Systems, IncLeaman, Carol AxonifyLehmann, John National Restaurant Association Executive Study GroupLeibson, Diane CBIZ, Inc.Leon, Martha American Management AssociationLeyva, Sandi Sandra L. Leyva, Inc.Ling, Bridget Arthur Bell, CPAsLiu, Will Global Association of Risk Professionals (GARP)Maas, Brenna Spidell Publishing, Inc.Mackey, Lisa Spidell Publishing, Inc.Madawaki, Kabiru Maddox, Tammy PricewaterhouseCoopers LLPMansfield, Felicia Health Care Service CorporationMawyer, Amy Virginia Society Of CPAsMcKeever, Jason Eide Bailly LLPMcManus, Karen Cherry Bekaert LLPMigliacci, Gerri EisnerAmper LLPMiller, Faye North Dakota State Board of AccountancyMiller, Tie AICPAMorgan , Lori Andersen Tax LLC

Morse, Evelynn BDO USA, LLPMurphy , Erin Western CPEMurray, Matthew PricewaterhouseCoopers LLPNewsom-McCurdy, Linda Virginia Society Of CPAsOkeke, Augustina KPMG LLP Oleksa, Jennifer Georgia Society of CPAsOstlund, Thomas Tom Ostlund SeminarsOstlund, Roxanne Wyoming Board of Certified Public AccountantsOttiger, Andrew D. Practising Law InstituteParente, James Business Professionals NetworkPartlow, Joshua Vermont Board of Public AccountancyPeters, Daniel U.S. Securities & Exchange CommissionPrager, Jenna EisnerAmper LLPRamsay , Gennifer BKD, LLPRaspante, John North American Professional Liability Insurance Agency, LLCRigsbey, Jeremy Global CPERisko, Kathleen The Center for Professional Education, Inc.Rosso, Clar American Institute of Certified Public Accountants (AICPA)Roy, Melinda Moss Adams LLPSantora, Jaime KPMG LLPSantos, Michele Guam Board of AccountancySchnurman, David Furthered.comSchock, Dave Netsuite, Inc.Schwartz, Andrea KPMG LLPSeeba, Michele Treasury Inspector General for Tax AdministrationSehgal, Rita Ernst & Young LLPSeredni , Christine Cherry Bekaert LLPSherman, Julee Central Methodist UniversitySimpson, Russell BOOKESkorupa, Lindsay Capital One Financial Services, Corporate Audit and Security ServicesSlusser, Janice CalCPASmith, D. Lynn D. Lynn Smith

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Attendees by Name

Snider, Daniel CPEasySpencer, Elizabeth CliftonLarsonAllen LLPSteinbauer, Brian Crowe HorwathSteinwedel, Alverta Maryland Society of Accounting and Tax Professionals, IncSullivan, De’Landa Maryland Association of CPAsTaylor, Anne Business Professionals NetworkTessema, Dereje Tharp, Donald Council of Petroleum Accountant Societies, Inc. (COPAS)Thiemann, Sue Boomer Consulting Inc.Thompson, Kevin Federal Housing Finance Agency Office of Inspector GeneralTiggett, Sherry Multistate Tax CommissionTross, Nina National Society of Tax ProfessionalsTurner, Danielle Plante & Moran, LLCUeno, Thomas Thomas T. Ueno, CPAUhl, Ashley M&A SourceVallad, Lisa S. University of ColoradoVazquez, Yasmin Association of Certified Fraud ExaminersVieira, Melinda   APlusCPE®, a service of WebCE®Wahlen, Maurine General Conference Auditing ServiceWarner, Debbie Institute of Management AccountantsWaters, Jared Business Valuation Resources, LLCWendt, Valerie CPEasyWhite, Kristin Cisco Systems, IncWhite, Monique Lenovo Internal AuditWierman, Tom Council of Petroleum Accountant Societies, Inc. (COPAS)Willis, Martha Gleim Publications, Inc.Wood, Chardinay J.P. Morgan Asset ManagementWright, Salena AICPAYoung, Stefani West Virginia Board of Accountancy

NASBA StaffAlexander, Alfonzo NASBA Ctr for the Public TrustCaldwell, Maria NASBA Compliance ServicesGray, Cassandra NASBA CommunicationsHolt, Gene NASBA CommunicationsKenny, Thomas NASBA CommunicationsKlein, Miki NASBA Compliance ServicesLayton, Angela NASBA CommunicationsLuttrull, Jessica NASBA Compliance ServicesMcGregor, Amanda NASBA Compliance ServicesOwsley, Jr., Johnny NASBA Compliance ServicesPrice, Jeff NASBA Compliance ServicesThompson, Jill NASBA Compliance ServicesTurner, Kathryn NASBA Compliance ServicesWilliams, Terri NASBA Compliance ServicesWoodlee, Cynthia NASBA Compliance Services

CPE CommitteeDenor, Jerry Wisconsin Accounting Examining BoardFay, Robert Accountancy Board of OhioGottfried, James Accountancy Board of OhioMiller, Faye North Dakota State Board of AccountancyPartlow, Josh Vermont Board of Public AccountancySmith, Lynn D. Lynn SmithUeno, Tom Thomas T. Ueno, CPA

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Youngers, Lynda CORPTAX LLCZaman, Phil CBIZ, Inc.Zaman, Gulnar Tax AnalystsZieman, Ricki   APlusCPE®, a service of WebCE®Zink, Alison Federal Housing Finance Agency - Examiner Development BranchZizwarek, Debbie Maryland Association of CPAs

Effective 08/31/2015

The Newseum, located on historic Pennsylvania Avenue, is comprised of state-of-the-art theaters, exhibits and hands-on activities dedicated to preserving the five freedoms of the First Amendment. Educators and students from around the globe access the Digital Classroom, a free resource containing primary resources, interactives, videos and lesson plans.

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Dr. Curtis J. Bonk is Professor at Indiana University teaching psychology and technology courses and President of CourseShare. Drawing on his background as a corporate controller, CPA, educational psychologist, and instructionaltechnologist,Bonkoffersuniqueinsightsintotheintersectionof business, education, psychology, and technology.

A well-known authority on emerging technologies for learning, Curt has given over 1,400 talks around the globe and has over 300 publications on topics such as online and blended learning, massive open online courses (MOOCs), massive multiplayer online gaming, wikibooks, blogging, open source software, collaborative technologies, and synchronous and asynchronous computer conferencing. Curt taught a MOOC on online teaching in the spring of 2012 to nearly 4,000 people that was hosted by Blackboard in CourseSites. Curt Bonk is author of the Handbook of Blended Learning: Global Perspectives, Local Designs (2006) as well as Empowering Online Learning: 100+ ActivitiesforReading,Reflecting,Displaying,andDoing(2008),andTheWorldIsOpen:How Web Technology Is Revolutionizing Education (2009). And his latest book with Routledge, MOOCs and Open Education Around the World, as well as a special issue of the International Journal on E-Learning on the same topic both came out in July 2015.

SeeBonk’shomepageforhisarchivedtalksandWebresourcesat:http://php.indiana.edu/~cjbonk/. Curt can be contacted at: cjbonk@indiana.edu.

Guest Speakers

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Click heretodownloadCurt’sfreeebookAddingSomTEC-Variety:100+ActivitiesforMotivatingandRetainingLearnersOnline (2014).

Guest Speakers

Jonathan Halls is Founder and Principal of Jonathan Halls & Associates which is based in Alexandria,Virginia.Hisfirmtrainspeoplein leadership and media. He was managing Director of Talkshow Communication Ltd in London and formerly held a senior role at the BBC.

Jonathan is also an Adjunct Professor at the Graduate School of Political management at George Washington University in Washington, DC. Jonathan has taught media, communication and leadership for two decades. He has spoken at many exciting places including the Institute of Finance in Moscow (Russia), Nottingham University (UK), University of New South Wales (Australia) and Georgetown University (US).

He has also trained people from many diverseorganizationsincludingOfficeMax,Microsoft, Chevron, Comcast, AIG, BBC, Daily Telegraph, DeVolkskrant, Disney, ITV, Channel Four and more.

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Jeff Birk pretty much knew his destiny when his 5th-grade classmates all voted him the funniestguyintheschool.Laterwhileincollege,JohnnyB’sComedyClubinProvo,Utahbecame a frequent hangout for him after he decided to give “open mic night” a try in 1990. He was an instant hit. The club brought him back to open for touring comics. Soon, he was the headliner.

He has opened for Jay Leno, Bill Cosby, Martin Short, Kevin James and Wanda Sykes among others and was featuredonAmerica’sFunniestHomeVideos.Hewon the National Lampoon Collegiate Comedy Pop-Offin1991andspenttimeworkingwiththeWilliamMorrisAgencyinLosAngeles.Jeff’sactingtalentshave given him the opportunity to be in a few movies (starring in “The Home Teachers”) and his wide variety of voices have been used in narration, radio and corporate advertising.

Jeffhasbalancedallthetheabovewith25-plusyears working as a keynote speaker and trainer for companies such as Bose, Pier 1 Imports, Bayer, Honda, Virgin Trains, Hugo Boss, Golden Nugget Casinos, Choice Hotels International and GE Healthcare.

Guest Speakers

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Eric Dingler is a Talent Development professional with 25 years of experience leading organizations through complex, large-scale changes. Eric joined Deloitte in 2008 and afterfiveyears,becameDirectorandChiefLearningOfficerforDeloitte&ToucheAudit. He focuses on driving accelerated development for client service professionals throughorchestratinganindividual’sexperiences,exposureandeducationagainsttheirexpectations. While at Deloitte, he has led the implementation of a talent development strategy,developmentofmarqueeprograms,adifferentiatedcomprehensivelearningcurriculum and leaps forward in the technology and accessibility supporting the learner experience. This transformation included the implementation of Deloitte University, The Leadership Center, a physical university with a focus on leadership development.

Eric’sareasofspecializationincludesuchtopicsas adult learning theory, organizational & human dynamics, change-management, systems thinking, and coaching. His work places an emphasis on accelerating and sustaining shifts in mindsets and actions through a total ecosystem approach to building individual capabilities on a scale basis.

EricisaCPA.HehasaBachelor’sdegreeinBusiness Administration – Accounting and FinancefromtheUniversityofPacificinStockton,California and an MBA from the University of California at Los Angeles.

Guest Speakers

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Carol LeamanisPresidentandCEOofAxonify.Usingthelatestprinciplesofgamificationandbrainscience,Axonifyistheworld’sfirsteLearningplatformthatdeliverslearninginafun, bite-sized and personalized way. Carol is responsible for driving the overall strategic directionandAxonify’scommitmenttorevolutionizingemployeeawarenessandcorporatelearning. Carol brings more than 20 years of leadership and technology executive experience to the company as she has a history of building start-ups into multi-million dollar successes.

Most recently, Carol sold PostRank to Google after growing the company from a cool, free web tool, to a unique, customer-centric social media play in 2011. Prior to PostRank, she helmed RSS Solutions (enterprise class manufacturing software), and Fakespace (a high-end virtual reality company). She took Fakespace from $3 million to $30 million in revenue before orchestrating its acquisition in 2003, and sold RSS Solutions in 2006.

Carol brings her experience and insight to numerous boards, is a much sought after keynote speaker and has won multiple awards, including the Waterloo Region Entrepreneur Hall of Fame Intrepid Award (2011).

Guest Speakers

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Matthew Murray is the Digital Learning Leader for US Learning & Development at PwC. Matthew has extensive experience researching and designing technology-based solutions and systems to improve productivity and business value in enterprise organizations. He has created digital simulations, mobile apps and social learning platforms. Based in Chicago, Matthew has a PhD in Communication Arts from the University of Wisconsin-Madison.

Guest Speakers

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Jason McKeever - AsEideBailly’sdirectoroftraininganddevelopment,Jason’sgoalistofindinnovative,creativewaystogrowthecompetencyoftheFirm.Withthisobjective,hehas developed a blend of traditional and cutting-edge training initiatives and programs for the classroom, online and self study settings. He has also implemented training webcasts asaprimarymeansofconnectingstaffmembersacrosstheFirm.

Jason is a natural teacher and presenter. His contagious, high-energy stylecaptivatespeople’sinterests,evenforprogramssomemightconsidermundane.AsacertifiedDaleCarnegiecourseinstructorandSituational Leadership facilitator, he successfully connects with audiences of all levels to provide educational and engaging programs, including generational awareness, sexual harassment awareness, team building, project management, successful presentation skills, business etiquette, presentation techniques and change management.

As a veritable master of home renovation projects, Jason could teach Bob Vila a few tips andtricks,ifgiventhechance!Asidefromremodelinghishome,heenjoysexercising.

Guest Speakers

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The Vietnam Veterans Memorial Wall. Built without government funds, this once controversial monument containing all the names of those missing or killed in the Vietnam War has become one of the most popular memorials in Washington, D.C.

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Jonathan Halls

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Carol Leaman

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