LEARNING ELEVATED

JULY 29–31, 2014

AGENDA

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REACH LABS PRE-CONFERENCE SESSIONDAY 1 Tuesday, July 29

8:00–9:00 Grand Salon Breakfast

9:00–9:15 Grand Salon Welcome & Introduction Joseph Grenny

9:15–11:00 Savoy Lab 1: How to Become an Opinion Leader David Maxfield

Envoy Lab 2: 10x Your Training Implementation Steve Willis & Ron McMillan

11:00–11:15 Break

11:15–12:30 Savoy Lab 1 Envoy Lab 2

12:30–1:30 Grand Salon Lunch

1:30–3:00 Savoy Lab 1 Envoy Lab 2

3:00–3:15 Break

3:15–4:00 Savoy Lab 1 Envoy Lab 2

4:00–4:30 Grand Salon Wrap Up Joseph Grenny

Download REACH presentation slides at: www.vitalsmarts.com/REACHdownloads

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REACH DAY 2 Wednesday, July 30

7:00–8:00 Imperial Ballroom Breakfast

8:00–9:40 Imperial Ballroom Welcome Emily Hoffman & Steve Willis

World Premiere: The Behavioral Science Guys Joseph Grenny

The Heart of the Matter Stacy Nelson

All In: How Great Leaders Develop a Culture of Belief & Deliver Big Results Chester Elton

Albert Bandura Influencer Award: Martin Burt Andrew Maxfield

9:40–9:50 Break

9:50–10:25 Imperial Ballroom REACH Out Networking Event Chase McMillan

10:25–10:45 Break

10:45–12:00 Savoy Crucial Conversations Best Practices Amy Podurgal

Murano Coaching Participants on their Influence Challenges Amy Daly-Donovan

Grand Salon Crucial Accountability (One-Day) Best Practices Traci Chevraux

Envoy Crucial Accountability (Two-Day) Best Practices Cricket Buchler

Fontainbleau Change Anything Best Practices David Nelson

Riviera Getting the Most from Your PRS Turning Technologies

Provence Starring You: The Next Influencer Model Video Kerry Patterson & Jeff Johnson

12:00–1:00 Imperial Ballroom Lunch

1:00–2:30 Imperial Ballroom The Carrot Principle Chester Elton

Actor’s Award: Bruce Newbold Kerry Patterson

Thoughts of a Sleepless Night Steve Willis

The Greatest Generation…of Communicators Justin Hale

Lessons Learned After 40 Years Ron McMillan

2:30–3:15 Imperial Ballroom Break & Ice Cream Social

3:15–4:30 Savoy Crucial Conversations Best Practices Amy Podurgal

Murano Influencer 2.0 for the Influencer Trainer Emily Hoffman & Steve Willis

Grand Salon Industry Panel: Healthcare Dave Angel

Envoy Industry Panel: Education David Nelson

Audubon Industry Panel: Safety Chase McMillan

Riviera Getting the Most From Your PRS Turning Technologies

Provence Starring You: The Next Crucial Conversations Model Video Kerry Patterson & Jeff Johnson

4:30–6:30 Free Time

6:30–8:30 Imperial Ballroom Dinner & Awards Entertainment Nathan Pacheco

BIG IDEA SESSIONS

BIG IDEA SESSIONS

BREAKOUT SESSIONS

BREAKOUT SESSIONS

Download REACH presentation slides at: www.vitalsmarts.com/REACHdownloads

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REACH DAY 3 Thursday, July 31

7:00–8:00 Imperial Ballroom Breakfast

8:00–9:20 Imperial Ballroom Welcome Emily Hoffman & Steve Willis

The Mulitplier Effect: How the Best Leaders Make Everyone Smarter Liz Wiseman

Mastering the Art of Getting to Know Someone Candace Bertotti

Joy, Inc. Rich Sheridan

9:20–9:40 Break

9:40–10:40 Provence Post Training: Web Resources to Extend Learning Kevin Brown

Savoy Beyond the Classroom: Using Your Skills in the Community Andrew Maxfield

Murano Behind the Scenes of VitalSmarts Training Ron McMillan

Envoy How to Build a Workplace People Love Rich Sheridan

Fontainbleau Questions: The Key to Accelerated Learning Cricket Buchler

Riviera Master Your Storytelling: Three Keys for Developing and Delivering Powerful Stories Barbara Hauser & JD Taylor

Audubon Designing and Building Your Own Surveys David McMurray & Paul McMurray

10:40–11:00 Break

11:00–12:00 Provence Post Training: Web Resources to Extend Learning Kevin Brown

Savoy Beyond the Classroom: Using Your Skills in the Community Andrew Maxfield

Murano Behind the Scenes of VitalSmarts Training Ron McMillan

Envoy How to Build a Workplace People Love Rich Sheridan

Fontainbleau Last Chance Breakout Dave Angel & Amy Daly-Donovan

Riviera Master Your Storytelling: Three Keys for Developing and Delivering Powerful Stories (continued) Barbara Hauser & JD Taylor

Audubon Designing and Building Your Own Surveys (continued) David McMurray & Paul McMurray

12:00–1:00 Imperial Ballroom Lunch

1:00–2:00 Imperial Ballroom Author Q&A Panel

2:00–2:30 Break & Author Book Signing

2:30–4:00 Imperial Ballroom Poetry is the Stuff: Personal Exploration of Leverage Al Switzler

A Six-Source Approach to Building Employee Engagement David Maxfield

Conversations That Changed the World Joseph Grenny

BIG IDEA SESSIONS

BIG IDEA SESSIONS

BREAKOUT SESSIONS

BREAKOUT SESSIONS

Download REACH presentation slides at: www.vitalsmarts.com/REACHdownloads

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TUESDAY JULY 29REACH LABS Pre-Conference Session

REACH Labs are pre-conference workshops where attendees discuss ideas in small groups, work side-by-side with VitalSmarts authors to design influence strategies, and consult with Master Trainers on individual challenges.

Choose one of two learning options:

Lab 1: How to Become an Opinion Leader

Bestselling author and social scientist David Maxfield will lead a one-day session on becoming an opinion leader (based on his popular Harvard Medical School workshop).

Across every industry and in diverse organizations, opinion leaders practice the same three vital behaviors:

· They know their stuff—they use deliberate practice to hone and expand their craft.

· They focus on the right stuff—they contribute to tasks that are essential to the organization’s success.

· They build a reputation for being helpful—colleagues describe them as experts who are generous with their time.

This engaging and hands-on lab will show you how to adopt these vital behaviors and build a multi-faceted influence plan.

Lab 2: 10x Your Training Implementation

You’ve invested a lot in your VitalSmarts training solution. But one or two magical days in the classroom doesn’t guarantee sustainable change. Are you maximizing the value of your training?

Master Trainer Steve Willis and VitalSmarts author Ron McMillan will:

· Teach you how to use the Influencer Model to 10X your training implementation.

· Help you build a new plan for your training rollout.

· Coach you through the process, adding valuable insight from the hundreds of training rollouts they’ve led.

Note: You’ll need to be prepared for this session with details on your current rollout plan and target audience.

Download REACH presentation slides at: www.vitalsmarts.com/REACHdownloads

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Big Idea Sessions IRoom: Imperial Ballroom

8:00–9:40

World Premiere: The Behavioral Science Guys Joseph Grenny, Cofounder of VitalSmarts & New York Times Bestselling Author

The Heart of the Matter Stacy Nelson, Ed.D., Senior Master Trainer

All In: How Great Leaders Develop a Culture of Belief & Deliver Big ResultsChester Elton, Author & Founder of The Culture Works

Albert Bandura Influencer Award: Martin BurtAndrew Maxfield, Executive Director of the Influencer Institute

WEDNESDAY JULY 30 2014 Albert Bandura Influencer Award Recipient: Martin Burt

As Founder of Fundación Paraguaya, Martin Burt has motivated and enabled tens of thousands of families to lift themselves from dire poverty.

Martin Burt is founder and CEO of Fundación Paraguaya where he is developing two social innovations: self-sufficient schools for chronically unemployed rural youth; and the “poverty stoplight,” a methodology which allows poor families to self-diagnose and improve their level of poverty and quality of life.

He is a visiting professor in Social Entrepreneurship at the American University of Nigeria; Professor of Practice at the Worcester Polytechnic Institute; and Adjunct Assistant Professor at Tulane University. In addition, he has authored several books on the topics of economics, development, education, and poetry.

Formerly, he was elected Mayor of Asunción and served as Vice Minister of Commerce and Chief of Staff to the President of Paraguay.

Burt will receive the Albert Bandura Influencer Award, a lifetime achievement award named for the Stanford psychologist who advanced the field of human behavior change. The Award is given annually to an individual who has made significant contributions to improving personal, social, or organizational well-being through novel application of social science that advances the world’s capacity to solve important problems.

BIG IDEA SESSIONS

BREAKOUT SESSIONS

Crucial Conversations Best Practices Room: Savoy

10:45–12:00 & 3:15–4:30

Amy Podurgal

VitalSmarts Master Trainers are just that—masters at delivering effective training. Amy Podurgal will share her best-practice approaches from years of training Crucial Conversations to diverse audiences in various industries. Learn how to avoid common pitfalls, enhance your delivery skills, and make sure each and every Crucial Conversations Training is a success.

Coaching Participants on Their Influencer Challenges Room: Murano

10:45–12:00

Amy Daly-Donovan

The best Influencer trainers are not only great facilitators, but they are also skilled coaches. Learn coaching skills and best practices to ensure your participants get more from their individual influence challenges and leave the course better equipped to create and execute effective change plans.

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Big Idea Sessions IIRoom: Imperial Ballroom

1:00–2:30

The Carrot Principle: How the Best Managers Use Recognition to Engage Their People, Retain Talent, and Accelerate PerformanceChester Elton, Author & Founder of The Culture Works

Actor’s Award: Bruce NewboldKerry Patterson, Cofounder of VitalSmarts & New York Times Bestselling Author

Thoughts of a Sleepless NightSteve Willis, Senior Master Trainer & VP of Professional Services at VitalSmarts

The Greatest Generation…of Communicators Justin Hale, VitalSmarts Master Trainer

Lessons Learned After 40 YearsRon McMillan, Cofounder of VitalSmarts & New York Times Bestselling Author

Crucial Accountability (One-Day) Best Practices Room: Grand Salon

10:45–12:00

Traci Chevraux

The best trainers know how to build and connect skills. Join Master Trainer Traci Chevraux and learn how to effectively build on the principles learned in Crucial Conversations to introduce the skills taught in the one-day Crucial Accountability course. You’ll learn how to effectively facilitate this one-day follow-on course to Crucial Conversations and how to keep the skills cohesive from one course to the next.

Crucial Accountability (Two-Day) Best PracticesRoom: Envoy

10:45–12:00

Cricket Buchler

Join Master Trainer Cricket Buchler and discover trade secrets behind delivering a successful Crucial Accountability course. You’ll learn tips and tricks for answering tricky participant questions, applying the course to diverse audiences, and driving the accountability message home.

Change Anything Best Practices Room: Fontainbleau

10:45–12:00

David Nelson

To improve workplace performance you need a workforce competent in the skills of self-directed change—skills taught in Change Anything Training. Master Trainer David Nelson will share best practices for enabling employees at all levels to turn negative influences into positive action to not only improve their own performance, but also organizational results.

Getting the Most from Your PRS (Participant Response System)Room: Riviera

10:45–12:00 & 3:15–4:30

Kevin Herrholtz, Training Manager, Turning Technologies

Explore best practices and creative uses of response technology during meetings, trainings, and events. Learn how to engage, monitor, and measure participants with easy-to-use TurningPoint polling software that poses questions to audiences within presentations and instantly displays results. Increase participation and retention of material while enhancing the learning process. Experience the impact of response technology first-hand for improvement in Influencer and Change Anything.

Interactive session features experiences from other trainers and brainstorming activities to incorporate into day-to-day trainings and presentations.

Starring You: The Next Model Video Room: Provence

10:45–12:00 Influencer & 3:15–4:30 Crucial Conversations

Kerry Patterson & Jeff Johnson

Have you ever wanted a starring role in a VitalSmarts video? Now’s your chance. Learn about the important role video plays in instructional design from author Kerry Patterson, as well as make an appearance in the next VitalSmarts model video.

BREAKOUT SESSIONS

BIG IDEA SESSIONS

Influencer 2.0 for the Influencer Trainer Room: Murano

3:15–4:30

Emily Hoffman & Steve Willis

The new version of Influencer is here! Learn about the changes that have been made and the reasons behind them. Take a deep dive into selected exercises and videos as you

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prepare to train Influencer 2.0. Note: This session is designed for current Influencer trainers; it is not an introduction to Influencer and will not cover the basic concepts.

Industry Panel: Healthcare Room: Grand Salon

3:15–4:30

Dave Angel

You have questions, we have answers! We’ve invited healthcare professionals who have executed impressive training initiatives in their respective organizations to share what they learned, what worked well, what didn’t, and insights into how VitalSmarts training applies to the healthcare industry. Rather than re-invent the wheel, come hear how to rollout a successful training program in your own organization.

Industry Panel: Education Room: Envoy

3:15–4:30

David Nelson

You have questions, we have answers! We’ve invited education professionals who have executed impressive training initiatives in their respective organizations to share what they learned, what worked well, what didn’t, and insights into how VitalSmarts training applies to the education industry. Rather than re-invent the wheel, come hear how to rollout a successful training program in your own organization.

Industry Panel: SafetyRoom: Audubon

3:15–4:30

Chase McMillan

You have questions, we have answers! We’ve invited safety professionals who have executed impressive training initiatives in their respective organizations to share what they learned, what worked well, what didn’t, and insights into how VitalSmarts training applies to the safety industry. Rather than re-invent the wheel, come hear how to rollout a successful training program in your own organization.

DINNER, AWARDS & ENTERTAINMENT: A NIGHT IN ROME

Welcome & AwardsRoom: Imperial Ballroom

6:30–8:30 pm

Andy Shimberg, CEO of VitalSmarts

Classically trained tenor Nathan Pacheco has travelled the world performing for British royalty, sang alongside iconic artists like Yanni and Katherine Jenkins, and starred as the featured guest with renowned groups like The Mormon Tabernacle Choir and San Diego Symphony.

As a solo recording artist for the Disney Music Group and Hollywood Records, Nathan’s solo CD was released in 2012 and registered as the top-ordered classical/crossover disc on iTunes and Amazon. The album contains original compositions and was produced in close collaboration with Leo Z, who also produced Josh Groban and Andrea Bocelli.

Entertainer: Nathan Pacheco

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THURSDAY JULY 31

Big Idea Sessions IRoom: Imperial Ballroom

8:00–9:20 am

The Multiplier Effect: How the Best Leaders Make Everyone SmarterLiz Wiseman, President of the Wiseman Group & Bestselling Author

Mastering the Art of Getting to Know SomeoneCandace Bertotti, Senior Master Trainer

Joy, Inc.Rich Sheridan, CEO & Chief Storyteller at Menlo Innovations

Behind the Scenes of VitalSmarts TrainingRoom: Murano

9:40–10:40 & 11:00–12:00

Ron McMillan

For more than thirty years, VitalSmarts researchers and designers have used training as a tool for effectively changing behaviors. Join Ron McMillan as he shares how the organization’s initial research led to the discovery of the high-leverage behaviors and course designs that are the heart and soul of the VitalSmarts programs today. You’ll get an inside look into what makes our award-winning courses work and why.

How to Build a Workplace People Love Room: Envoy

9:40–10:40 & 11:00–12:00

Rich Sheridan

Rich Sheridan, CEO and Chief Storyteller at Menlo Innovations, will take you on a “tour” of his company—renowned for its unique culture of joy, flexibility, and high morale. He will share insights into the benefits of joy in the workplace, as well as stories from his new book Joy, Inc.: How We Built a Workplace People Love.

Questions: The Key to Accelerated Learning Room: Fontainbleau

9:40–10:40

Cricket Buchler

Have you noticed that the way you phrase a question has the power to make or break your training experience? Master Trainer Cricket Buchler will teach you how to ask the right questions to the right people and how to respond to even the most perplexing inquiries. She’ll show you how questions can drive the success of your training and provide maximum impact for accelerated learning.

BREAKOUT SESSIONS

BIG IDEA SESSIONS

Post Training: Web Resources to Extend LearningRoom: Provence

9:40–10:40 & 11:00–12:00

Kevin Brown

Did you know VitalSmarts.com is chock full of post-training tools and resources to help you extend learning long after the training is over? Join Master Trainer Kevin Brown to hear how you can effectively access and apply these tools to your training initiative.

Beyond The Classroom: Using Your Skills in the Community Room: Savoy

9:40–10:40 & 11:00–12:00

Andrew Maxfield

Andrew Maxfield, Executive Director of the Influencer Institute, will lead an engaging discussion on making a difference in the community using the skills learned in the VitalSmarts books and training courses. Whether you work with a local non-profit, an advocacy group, or a religious sector, you can use your skills to help change the world for good.

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Master Your Storytelling: Three Keys for Developing and Delivering Powerful Stories Room: Riviera

9:40–12:00

Barbara Hauser & JD Taylor

Stories are powerful. They can bring complex skills to life, demonstrate the power and success of a new approach, and keep the energy alive during a two-day training course. Master Trainers Barbara Hauser and JD Taylor will coach you on how to effectively share stories in a way that will captivate your audiences and promote skill transference.

Designing and Building Your Own Surveys Room: Audubon

9:40–12:00

David McMurray & Paul McMurray

Every trainer wonders if his or her efforts have really made a difference. The key to measuring training impact is to create and build surveys that accurately measure whether or not behaviors are changing and if you’ve moved the needle on results that matter to the organization. It’s time you learned the science behind survey building to see the direct results of your training.

Last Chance Breakout

11:00–12:00Room: Fontainbleau

Dave Angel & Amy Daly-Donovan

This is your last chance to get everything you want from REACH! In this unscripted, participant-driven session, Master Trainers will answer your questions through an “open space” discussion format and 3- to 5-minute lightening rounds. You’ll discuss, share, learn, and teach on your individual areas of interest, then leave with solutions and ideas for your specific challenges.

Big Idea Sessions IIRoom: Imperial Ballroom

2:30–4:00 pm

Poetry is the Stuff: A Personal Exploration of LeverageAl Switzler, Cofounder of VitalSmarts & New York Times Bestselling Author

A Six-Source Approach to Building Employee EngagementDavid Maxfield, VP of Research at VitalSmarts & New York Times Bestselling Author

Conversations That Changed the World Joseph Grenny, Cofounder of VitalSmarts & New York Times Bestselling Author

BIG IDEA SESSIONS

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REACH BIG IDEA SPEAKERS

Joseph GrennyCofounder of VitalSmarts & New York Times Bestselling Author

Joseph Grenny is a four-time New York Times bestselling author, keynote speaker, and leading social scientist for business performance. For thirty years, Joseph has delivered engaging keynotes at major conferences including the HSM World Business Forum at Radio City Music Hall. Joseph’s work has been translated into 28 languages, is available in 36 countries, and has generated results for 300 of the Fortune 500.

Chester EltonAuthor & Founder of The Culture Works

Called the “apostle of appreciation,” by the Globe and Mail, and “creative and refreshing” by the New York Times, Chester Elton is co-author of several successful leadership books including The Carrot Principle which has sold more than one million copies worldwide and The Orange Revolution which The Wall Street Journal deemed the number one selling business book in the United States.

Liz WisemanPresident of the Wiseman Group & Bestselling Author

Liz Wiseman teaches leadership to executives around the world. President of the Wiseman Group and former executive at Oracle Corporation, Liz has been ranked on the Thinkers50 and named one of the top 10 leadership thinkers in the world. She is the author of the bestseller Multipliers: How the Best Leaders Make Everyone Smarter and has conducted research in the field of leadership and collective intelligence.

David MaxfieldVice President of Research at VitalSmarts & New York Times Bestselling Author

New York Times bestselling author, David Maxfield, draws on thirty years of leadership achievements ranging from groundbreaking research projects to impressive culture change outcomes. A social scientist and organizational behavior expert, David delivers topics grounded in solid research interlaced with engaging stories and captivating examples.

Rich SheridanCEO & Chief Storyteller at Menlo Innovations

Rich Sheridan is the CEO and Chief Storyteller of Menlo Innovations, a software design and development company in Ann Arbor, Michigan. Last year, 2,197 people came from around the world to visit Menlo, not just to learn about technology, but to witness a radically different approach to workplace culture—one intentionally designed to produce joy. Sheridan has written a book called Joy, Inc. which teaches how any organization can follow similar methods for creating a more passionate team.

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Justin HaleVitalSmarts Master Trainer

A dynamic speaker and gifted trainer, Justin Hale brings fresh experience to the VitalSmarts Facilitator Faculty. Specializing in training Crucial Conversations, Crucial Accountability, and Change Anything Training, Justin helps individuals, teams, and organizations increase organizational effectiveness, achieve bottom-line results, and become measurably more vital.

Candace BertottiSenior Master Trainer

Recruited and mentored by VitalSmarts’ elite Master Trainers, Candace specializes in conflict resolution, negotiation, and interpersonal communication to help individuals, teams, and organizations increase effectiveness and achieve results. She is a Senior Master Trainer in Crucial Conversations, Crucial Accountability and Influencer Training.

Stacy NelsonSenior Master Trainer

Stacy Nelson, Ed.D., has thirty-five years of experience in teaching crucial skills in healthcare and leadership effectiveness and is the recipient of the Zapara award for excellence in teaching. He has extensive experience training and teaching Crucial Conversations, Crucial Accountability, Influencer and Change Anything to major organizations including BMW, Nortel, Allstate, the IRS, and Walt Disney Company.

Emily HoffmanVice President of Development & Delivery at VitalSmarts

As Vice President of Development and Delivery at VitalSmarts, Emily leads the teams that create and develop the company’s award-winning line of training products and support our community of six thousand trainers. An experienced and sought-after presenter and facilitator, Emily shares practical techniques for ensuring consistent, high-quality training delivery and effective rollout.

Steve WillisSenior Master Trainer & Vice President of Professional Services at VitalSmarts

One of the original VitalSmarts Master Trainers, Steve Willis helps Fortune 500 companies around the world implement organizational development strategies and overcome significant challenges to productivity, organizational change, and leadership effectiveness.

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Ron McMillanCofounder of VitalSmarts & New York Times Bestselling Author

Ron McMillan has taught and advised executives and leaders on topics such as team development, personal vitality, quality, communication, and results-oriented leadership for more than thirty years. He cofounded the Covey Leadership Center, where he served as vice president of research and development. Ron has worked with a broad variety of groups, ranging from union and first-level managers, to CEOs and corporate executives. He is coauthor of the four New York Times bestsellers Crucial Conversations, Crucial Accountability, Influencer, and Change Anything.

Al SwitzlerCofounder of VitalSmarts & New York Times Bestselling Author

Al Switzler is coauthor of the four New York Times bestsellers Crucial Conversations, Crucial Accountability, Influencer, and Change Anything. Al has directed training and management initiatives with hundreds of organizations worldwide. He has served as president of two consulting firms, vice president of marketing for an information firm, and director of training and management development for a healthcare organization. Al has received numerous teaching awards, including the first Innovation in Teaching Award from the Marriott School of Management at Brigham Young University.

Kerry PattersonCofounder of VitalSmarts & New York Times Bestselling Author

Kerry Patterson is a prolific writer who has coauthored numerous articles and award-winning training programs. Kerry taught at Brigham Young University’s Marriott School of Management and then cofounded Interact Performance Systems, where he worked for ten years as vice president of research and development. Kerry is coauthor of the four New York Times bestsellers Change Anything, Crucial Conversations, Crucial Accountability, and Influencer. Kerry is a recipient of the Mentor of the Year Award and the 2004 William G. Dyer Distinguished Alumni Award from Brigham Young University.

Andrew MaxfieldExecutive Director of the Influencer Institute

Andrew Maxfield is the Executive Director of the Influencer Institute, a charitable private operating foundation designed to accelerate the efforts of social sector leaders and organizations. Andrew specializes in applying the Influencer model in community and nonprofit settings, with an emphasis on alleviating poverty and improving educational outcomes. In addition to consulting and speaking, Andrew also serves as adjunct faculty at Brigham Young University and University of New Orleans.

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THANKS TO OUR SPONSORS

LEARNING ELEVATED

JULY 29–31, 2014

AGENDA