This event is being rescheduled per the speaker's request. Keep connected for the new workshop date!

The BANK Fundamentals workshop offers a transformative learning experience designed to empower attendees with insights into personality-driven communication and authentic relationship building. Our program demystifies the nuances of human interaction, guiding you to unlock the code to effective communication and successful sales strategies.

Program Overview

The BANK Fundamentals workshop is an interactive and comprehensive session where participants delve into the BANK methodology—a powerful personality profiling system that transcends traditional communication barriers. This methodology is grounded in research and offers practical, data-driven solutions that revolutionize interpersonal engagement.

If you'd like preview of this workshop,
attend the Chapter Meeting on 3/26 register here.

Or mini in-person workshop on 4/23 register here.

Activities and Learning Experience

Participants in our program will engage in various dynamic activities, including:

Information and Skills Gained

1. Understanding Personality Codes:

2. Enhanced Communication Skills:

3. Strategic Negotiation Techniques:

Why Attend the BANK Fundamentals Workshop?

The workshop’s structured format ensures a seamless flow of activities and insights, as we respect your time and the value of systematic learning. Sessions are designed to be engaging yet deeply informational, offering a balance of theoretical understanding and practical application.

Invest in your communication skills today with the BANK Fundamentals workshop, and take the first step toward unlocking a future of enriched interaction and success.

Attendees leave not only with new insights but also with a toolkit of skills ready to be applied in their everyday interactions. Don't miss this opportunity to transform the way you connect and communicate—join us for an empowering journey into the science of successful relationships.

Pricing:

Lunch, snacks, and coffee will be provided.	Early thru 4/25	Regular  after 4/25
Member	$297	$347
Affiliate  (For members of all other ATD chapters and ISPI Chapters)	$327	$377
Non-Member	$347	$397

About our Presenter:

Cheri Tree is a best-selling author, professional keynote speaker, and world-renowned entrepreneur and innovator. She is the Founder and CEO of Codebreaker Technologies, with Codebreakers in more than 100 countries worldwide. She is the creator of the revolutionary B.A.N.K. methodology and Codebreaker’s patented Personality Coding Technology and Artificial Intelligence, designed to help her clients increase their influence, income, and impact in the world.

Cheri is a top in-demand speaker and has spoken to millions of entrepreneurs and professionals globally at some of the top business conferences in the world. She has been invited to speak at Harvard University, the University of California, Google, GoDaddy, and the United Nations.

Cheri is leading a technology and transformation revolution with her high tech, high touch Codebreaker company and community. She has been featured in numerous international publications including Forbes.com and has received numerous awards and nominations, including Woman of the Year, Female Thought Leaders of the Year, Maverick of the Year, SaaS Company of the Year, Innovator of the Year, and Achievement in Technology Innovation.

Cheri is fueled by her mission to connect and empower humanity, and ultimately Make People Matter™. Her vision is to crack #8billioncodes, equating to the code of every human in the world.

ATD Capability Model

This program aligns with the following Domains and Capabilities: 

Building Personal Capability

Developing Professional Capability

Impacting Organizational Capability

Talent development professionals should be able to implement a multilevel, systematic method for gathering, analyzing, and reporting on information about the effectiveness and effort of learning programs.

To find out more about the ATD Capability Model for the Training and Development Profession, visit http://tdcapability.org.

Accessibility

ATD-OC events are accessible to all participants. If you have questions or require special accommodations or auxiliary aid related to a disability for you to participate in the event, please notify us at least three weeks in advance by message to ocoffice@atdoc.org, with subject line "ADA Accommodations," outlining your needs and request for accommodation.

We will make every effort to work with you to accommodate your need.

PHOTOGRAPHY RELEASE

As part of your registration, you will be required to indicate your acceptance or rejection of the statement below:

By registering for this event, I hereby give the Association for Talent Development, Orange County Chapter, its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.

If I do not provide permission, I understand I will be seated outside of the field of video.

Start your summer making some great connections with other L&D professionals, and with books!

Let's get together to close out the first half of the year to share our successes and the books that have inspired our personal or professional growth.

Bring a book that you're willing to share with your peers (it doesn't have to be related to talent development).  We do ask that the books be in good condition (we won't balk at a few notes on the side).

Apply networking skills with professionals from the HR and L&D fields!

At the end of the event, we'll raffle off two new books (these will be related to talent development).

Agenda:

• 6:00 - 6:30 PM: Bring a book, socialize
• 6:30 - 7:30 PM: Networking activities
• 7:30 - 8:00 PM: New book raffle, socialize

Unclaimed books will be donated to the Friends of Fullerton Library.

Let’s have some fun!

Coaching is rapidly becoming one of the most in-demand leadership skills. The ability to foster growth, adaptability, and resilience through effective coaching is essential for HR, talent development professionals, and leaders navigating complexity, ambiguity, and workplace pressures.

Join us for Introduction to “The Art & Science of Coaching", an interactive and experiential session designed exclusively for ATD Orange County members. This session offers a practical, hands-on approach to coaching, giving participants immediately implementable coaching skills to integrate into their leadership, talent development, and change management strategies.

This practical workshop will provide you with a foundational understanding of solution-focused coaching methodologies and a chance to apply them in real-time coaching exercises.

What You’ll Learn

The Role of Coaching in Leadership & Talent Development

Key Coaching Skills & Methodologies

How You’ll Learn

This interactive five-hour session will provide a blend of theory and practical exercises to help participants immediately integrate coaching into their professional roles. Through small group breakouts, ATD members will rotate between the roles of Coach, Coachee, and Observer, allowing for real-time practice, feedback, and skill refinement.

Why Attend?

Join us for this transformative learning experience and walk away with new tools, fresh insights, and a renewed approach to developing talent through coaching.

Space is limited—secure your spot today!

Pricing:

Lunch, snacks, and coffee will be provided.	Early thru 6/13	Regular  after 6/13
Member	$297	$347
Affiliate  (For members of all other ATD chapters and ISPI Chapters)	$327	$377
Non-Member	$347	$397

About our Presenter:

As a globally recognized leader in coach training, Erickson Coaching International, recently named the Distinguished Coach Education Provider by the International Coaching Federation (ICF), brings over 45 years of expertise in developing coaching cultures within organizations worldwide.

Nancy Boyer, PCC HR & Talent Development Leader | Executive Coach | Speaker | Change Management Expert

Nancy Boyer is a seasoned HR and talent development professional with expertise in coaching, leadership development, and organizational change management. With an extensive background in learning and development, performance coaching, and HR strategy, Nancy has spent decades partnering with leaders to create transformational growth within organizations.

Speaking at ATD Orange County

Nancy is excited to join the Association for Talent Development (ATD) Orange County to deliver an Introduction to The Art & Science of Coaching, where she will explore how coaching can be a powerful tool for HR professionals, talent development leaders, and change agents. Drawing on her extensive experience in coaching, leadership, and HR strategy, Nancy will provide practical insights into integrating coaching into talent management, employee engagement, and organizational change initiatives. With her wealth of expertise in coaching as a leadership tool, Nancy continues to help organizations navigate complexity, build resilient teams, and create high-performance cultures through coaching.

Coaching & Facilitation Expertise

As a Professional Certified Coach (PCC) with the International Coaching Federation (ICF), Nancy brings a solution-focused approach to leadership development, guiding executives, managers, and teams to unlock their potential. She is a facilitator and mentor at Erickson Coaching International, where she trains leaders globally in The Art & Science of Coaching™ and has contributed to the development of Coaching Competencies for Leaders—a program designed to embed coaching as a core leadership skill within organizations.

Nancy has facilitated coaching and leadership programs for a diverse range of industries and trained and mentored coaches and leaders worldwide. She has also been a Performance Coach with Apollo Education Group, where she coached senior leaders across the Western United States, and has held certifications in Ken Blanchard’s Situational Leadership II and Franklin Covey’s Speed of Trust.

HR & Change Leadership

Nancy has a strong foundation in HR, learning & development, and change management, having worked in high-profile organizations such as Cartier (Richemont Group), where she supported leaders at all levels through coaching, training, and talent development strategies. She currently serves as an HR Business Partner at Maricopa Community College, leading initiatives in employee engagement, leadership development, and organizational effectiveness. With a servant leadership approach, Nancy has successfully led and developed top-performing teams, inspiring many of her team members to rise into senior leadership positions. She is passionate about helping organizations embed coaching cultures that drive performance, resilience, and meaningful change.

ATD Capability Model

This program aligns with the following Domains and Capabilities: 

Building Personal Capability

Developing Professional Capability

Impacting Organizational Capability

Talent development professionals should be able to implement a multilevel, systematic method for gathering, analyzing, and reporting on information about the effectiveness and effort of learning programs.

To find out more about the ATD Capability Model for the Training and Development Profession, visit http://tdcapability.org.

Accessibility

ATD-OC events are accessible to all participants. If you have questions or require special accommodations or auxiliary aid related to a disability for you to participate in the event, please notify us at least three weeks in advance by message to ocoffice@atdoc.org, with subject line "ADA Accommodations," outlining your needs and request for accommodation.

We will make every effort to work with you to accommodate your need.

PHOTOGRAPHY RELEASE

As part of your registration, you will be required to indicate your acceptance or rejection of the statement below:

By registering for this event, I hereby give the Association for Talent Development, Orange County Chapter, its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.

If I do not provide permission, I understand I will be seated outside of the field of video.

Whether you're designing eLearning or a virtual instructor-led training program, clarity and conciseness are key to maximizing the impact of training. This month's Lunch and Learn: "KISS Your Learners: Streamlining Writing for Effective Training Materials" is designed for the content writers constantly honing their craft to create digital learning experiences that keep the learners engaged and interested.

About Our Presenters

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Capability Alignment

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Accessibility Statement

KISS

Training materials should be easy to read and understand. However, in an effort to explain, we can make concepts more complex, simply by over-elaborating. This session will apply practical strategies for reducing wordiness and simplifying training materials for improved learning transfer. This session is especially for online developers, where the learner must interact with material without an instructor’s aid.

Learning Objectives:

Session Outline:

Participants can gain more from the session if they bring an example of their own training materials, whether in progress or finished.

About our Presenter: 

Alise Isbell

Alise Isbell is an award-winning communication expert, experienced trainer, facilitator and instructional designer. She empowers clients to transform ideas into clear messages. She holds a B.A. in English and an M.A. in Business Communication. She published articles on effective communication in Nationwide Business Journals while also winning several IABC Bronze, Silver, Best in Division and Best in Show Quill Awards in Writing and Marketing Communication Strategy. Alise was the President of ATD Houston in 2009 and is a member of the International Association for Business Communicators and HR Houston, and Women’s Energy Network. She frequently speaks at these organizations.

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ATD Capability Model

Each ATD-OC Learning Event will be aligned to at least one Talent Development  Capability, as identified by ATD National.

This program aligns with:

To find out more about the ATD Capability Model for the Training and Development Profession, visit http://tdcapability.org.

Earn Professional Professional Development Points

This program is worth .5 Professional Development points.
Find out more about APTD/CPTD Certifications here.

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Accessibility

ATDOC events are accessible to all participants. If you have questions or require special accommodations or auxiliary aid related to a disability for you to participate in the event, please notify us at least three weeks in advance by message to ocoffice@atdoc.org, with subject line "ADA Accommodations," outlining your needs and request for accommodation.

We will make every effort to work with you to accommodate your need.

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PHOTOGRAPHY & VIDEO RELEASE

By registering for this event, I hereby give the Association for Talent Development, Orange County Chapter, its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.

If I do not provide permission, I understand I will not activate my web camera during the session.

The conversation around Generative AI in Learning and Development has been extensive, but too often, it remains generic. We hear examples of automating basic tasks, perhaps even generating simple content like talking head videos. But this kind of surface-level application doesn't empower L&D to rise above bottom-line expectations. It doesn't unlock our strategic potential.

AI is capable of so much more.

Image prompt: Generate a hero image for a professional development event. The image should depict a diverse group of Learning and Development professionals collaborating in a modern, strategic forum setting. They are actively discussing and sharing ideas, looking engaged and forward-thinking. Subtle visual elements representing AI – such as flowing lines symbolizing interconnected data or knowledge, abstract patterns suggesting enhanced insight, or integrated digital displays showing clean, conceptual graphics related to AI applications in learning – should be woven into the environment without being dominant or fría. The emphasis should be on the human element of collaboration and strategic discussion. Convey an atmosphere that is empowering, optimistic, and professional, reflecting a collective exploration of how to strategically apply AI to elevate L&D practices. The overall style should be clean, modern, and visually engaging, suitable for a banner or hero section on a website or promotional material.

At this forum, you will hear directly from the practitioners who are already proving it. Join us to learn how they are leveraging AI strategically to design truly impactful learning experiences and drive significant, purposeful change in L&D. This isn't about checking boxes; it's about understanding how AI can help you build what really matters.

Agenda:

• 6:00 - 6:15 PM: Networking, Chapter Business
• 6:15 - 6:45 PM: Session One
• 6:45 - 7:15 PM: Session Two
• 7:15 - 7:45 PM: Session Three
• 7:45 - 8:00 PM: Take-aways, Closing

Speakers

• Michelle Strbich

Let’s have some fun!

Your industry is changing more rapidly than ever before, bringing a barrage of discussions about disruption, agility, and resilience. Professionals who adapt quickly can seize new opportunities and manage their careers.  

What does it really take to create a leadership development program that helps people navigate rapid change?

About Our Presenters

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Capability Alignment

█

Accessibility Statement

Inside the Design

In this candid, behind-the-scenes session, you’ll get an insider’s view of the creative process, design decisions, and real-world challenges faced when developing impactful learning experiences for leaders and teams. Discover the inspiration behind the program, the frameworks that shaped it, and the pivotal choices—both strategic and unexpected—that brought it to life. You’ll hear honest stories about obstacles and iterations, and walk away with practical insights for your own work in leadership and team development.

Learning Objectives:

Session Outline:

About our Presenter: 

Amy Waninger

Amy C. Waninger (she/her) is the Founder & CEO of Lead at Any Level, where she improves employee engagement and retention for companies that promote from within. Amy offers assessments, advisory services, and training on essential skills for inclusive leaders. She is the author of eight books including Network Beyond Bias: Making Diversity a Competitive Advantage for Your Career. Amy is a Certified Diversity Professional (CDP), Certified Diversity Executive (CDE), and Gallup-Certified Strengths Coach. She is also a Member of National Speakers Association and a Prosci Certified Change Practitioner. She’s been named a Top 100 HR Influencer globally, five years in a row, and has served clients and audiences on all seven continents, including Antarctica! Her other credentials include two degrees from Indiana University and a “World’s Best Mom” coffee mug.

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ATD Capability Model

Each ATD-OC Learning Event will be aligned to at least one Talent Development  Capability, as identified by ATD National.

This program aligns with:

To find out more about the ATD Capability Model for the Training and Development Profession, visit http://tdcapability.org.

Earn Professional Professional Development Points

This program is worth .5 Professional Development points.
Find out more about APTD/CPTD Certifications here.

Return to Top

Accessibility

ATDOC events are accessible to all participants. If you have questions or require special accommodations or auxiliary aid related to a disability for you to participate in the event, please notify us at least three weeks in advance by message to ocoffice@atdoc.org, with subject line "ADA Accommodations," outlining your needs and request for accommodation.

We will make every effort to work with you to accommodate your need.

Return to Top

PHOTOGRAPHY & VIDEO RELEASE

By registering for this event, I hereby give the Association for Talent Development, Orange County Chapter, its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.

If I do not provide permission, I understand I will not activate my web camera during the session.

From the science behind learning to skills you can apply tomorrow, our talent development leaders share proven practices with you!

Join us for this Micro-Conference experience for quick and timely topics that increase your knowledge and enhance your network connections.  The following case studies and panel discussion will be sure to get your mind reaching out for more!

Micro-session topics:

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  Proinde vos postulo essum magis kohlrabi welsh onion daikon amaranth tatsoi tomatillo melon azuki bean garlic. 

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  Caerphilly jarlsberg dolcelatte. Say cheese halloumi the big cheese cheese and wine cheeseburger melted cheese halloumi mozzarella.
  
  

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About our Facilitators

Special Interest Group (SIGs) leaders focus their talent development passions to complement our general chapter learning events.  They offer small group meetings where people with a specific area of expertise or interest can get together and be more laser-focused in their learning and networking.

Schedule

5:50 PM  Registration, Networking

6:00 PM  Main Program

7:30 PM  Event Close

Developing Professional Capability: Industry Knowledge

Each ATD-OC Learning Event will be aligned to one Talent Development  Capability, as identified by ATD National.

We seek to update our member's knowledge of relevant industries and industry segments.

To find out more about the ATD Capability Model for the Training and Development Profession, visit http://tdcapability.org.

Earn Professional Professional Development Points

This program is worth 1 (one) Professional Development point. 
Find out more about APTD/CPTD Certifications here.

About Registration:

For evening meetings: Pre-registration closes at noon on the day of the meeting, but walkins are welcome.

For breakfast & lunch meetings: Pre-registration closes at noon on the day before the meeting, but walkins are welcome.

Cancellation/refund deadline is noon on the Monday before the meeting. No shows will be charged in full.

PHOTOGRAPHY RELEASE

As part of your registration, you will be required to indicate your acceptance or rejection of the statement below:

I hereby give the Association for Talent Development, Orange County Chapter, its clients, agents, and assigns, full permission to use, publish and copyright photographic images, film images, video images, sound recordings, and any reproductions from these materials of me and/or my property or any part thereof, either in conjunction with or without using my name, and make changes or alterations therein and/or alterations thereto Worldwide in perpetuity. Some places these images and recordings may be used and posted include, but are not limited to, the Internet, emails, social media, etc.

If I do not provide permission, I understand I will be seated outside of the field of video.