Monday, ATD ICE Day 2, Denver, CO, #ATD2016 #DENVER

I had my first experience working as an exhibitor in my company’s booth on the trade show floor. I enjoyed meeting the people that stopped by the booth and learning about what they do and how our solutions can help them solve problems. I saw many old friends and also fellow Metro DC ATD Chapter Past Presidents. I did make one session and hope to attend a few more today. Below are a few pictures from the evening.

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ATD ICE 2016 #ATD #ATD2016

This year, thanks to my employer, I will be headed back to the ATD International Conference & Exhibition (ATDICE, ATD2016) in Denver, CO. I will be an attendee and also working our vendor booth. I have volunteered, attended, but never worked a booth. My company will have the largest booth on the trade floor. This will be a great experience. I will be posting about the conference. All views will be my own and do not reflect those of my company.

It ended with this in 2015, but the journey begins tomorrow as I head to the conference.



Congratulations Dr. Greg Williams @gregwilliams123 on the TD at Work

The Graduate Program Director of the ISD Masters Degree program that I competed just published a TD at Work titled Creating a Career Portfolio. Description:

This issue of TD at Work offers practical advice to help learning and development professionals show off their best work.

For more information:




Thank You to My Metro DC ASTD Chapter Friends

As it is time for me to transition off of the Metro DC ASTD Chapter’s Board of Directors (I was the 2012 President Past), I would like to thank a lot of people. Warning – The list is long! I tried to keep the thank you’s short but please know that I am so grateful for and to all of you.

Each person that is mentioned below was placed on this DCASTD-ASTD Twitter List if I could find their Twitter name, if there was not Twitter name, than I used the LinkedIn address if available to point to each person. I wanted to point any reader of this post to the special people I know and their businesses, books, blogs, and websites. As I kept finding more and linking to the items, I started to think WOW, I know some pretty smart, awesome, and influential people! I am so grateful to know all of you and to have benefited from your knowledge and wisdom during my time on the Metro DC ASTD Chapter’s Board of Directors from November 2007 – December 2012.

Thank You!

Dr. Greg Williams (+Greg Williams, Program Director of the UMBC ISD Program)  – Dr. Williams thank you so much for providing information on the UMBC ISD Program to me at the MICCA conference in ~2004. I was looking at JHU (where I have my BS) and then came to your booth. From there I applied and completed your program. During the time that I was there your program opened my eyes to a much bigger world than I was seeing as a school teacher. I learned a lot in the program and use the things I learned in the ISD program almost daily. But also thank you for the support of the Metro DC ASTD Chapter over the years. I may not have even known about the chapter had it not been for your sponsorship of the 2007 DCASTD conference. Thank you also for serving on the CLO Panel during 2011.

Sharese Essien (Program Coordinator of the UMBC ISD Program) – Sharese, thank you for sending that email stating that if you are one of the 1st 10 people to respond, you will win admission to the 2007 Metro  Metro DC ASTD Chapter Conference. Winning provided my first exposure to the chapter. Additionally, thank you for all of the other things you helped me with while I was in the UMBC ISD Program.

 Alexa Krezel (+Alexa Krezel)  – Thank you for all of your advice and encouragement over the years. You were an example of a very dedicated volunteer and you showed me the dedication that would be required to be President of the Chapter. Thank you for contributing to my UMBC final project by answering my interview questions at the  2007 Metro DC ASTD Chapter Conference.

Halelly Azulay (+Halelly Azulay, Owner of TalentGrow)  – Thank you for encouraging me over the years and that first interview with you and Kathy. Thank you also for being an example of an excellent communicator. Thank you for placing my case study on page 152 of Employee Development on a Shoestring of which you are the author.

Kathy Reiffenstein (President of And…Now Presenting!) – Thank you for encouraging me over the years and for even helping me to understand that being president was a possibility. Most importantly thank you for being my mentor over the years. 🙂

Sardek Love (President of Infinity Consulting and Training Solutions) – Thank you so much for that first meeting at ALC 2007. Thank you for the many calls and meetings over the years. I learn so much each time I talk to you. But more importantly thank you for being an example of professionalism, building a personal brand, and knowing that you need a mentoring team behind you.

Foster Rockwell (Current President of the Metro DC ASTD Chapter) – Foster, thank you so much for your support from the time we were at ESI together, to the time I was president, and even up to now as I am retiring off the board. Your guidance has been invaluable in multiple situations and I really appreciate it.

Deadra Welcome (+deadra welcome, Author of the Concerning Learning Blog) – Deadra, thank you for all of your support from when I met you at ALC to when you became Director of Professional Development during my term as president, to when we became Mentoring Partners, all the way up to now as we talk about instructional design, business, restaurants and any number of things. I have learned at lot from you as you are an excellent example of a Performance Consultant, Instructional Designer, and leader.

Tiffany Prince – Thank you for your support during the year that I was president and thank you for all of our after EC meeting conversations.

Darlene Brady Christopher (+Darlene Christopher, Author of the ASTD Inforline Facilitating in the Global Virtual Classroom) – Thank you Darlene for your support and being the talented Virtual (Synchronous) Programs person that you are. Thank you for the excellent webinars during the time you were the Director of Virtual Programs.

Sylvia Benati – Sylvia, thank you so much for greeting me at the door of the Metro DC ASTD Dinner Program in 2007 and welcoming me to the chapter. That was one among many things that I have to be thankful to you for over the years which include advice on being president of the chapter and also for the implementation of the Mentoring Partnerships program during my term as president.

Annabelle Reitman (Author of The Workplace Creative Responses Blog and the book Career Moves) – Annabelle, thank you so much for all of your encouragement since I have met you. Thank you for your encouragement during the time I was president and also thank you for implementing the Mentoring Partnerships program during my term as president. Additionally, thank you for these words in your book Career Moves, chapter 8-

“You can integrate volunteering into your plans for achieving professional goals. By volunteering for leadership in professional organizations you not only reap those standard benefits but also expand your WLP career and continue your professional growth…Identify your goals and needs before you volunteer.”

 I think I can say that I have fully taken this advice.

David Heckman – Thank you for being a great example of a VP of Finance does. Even though I wasn’t ever even thinking about becoming the VP of Finance for the chapter, when I finally did, you were the example.

Mirella Addante (Owner of Just Fur Pets) – Thank you for teaching me how to carry out the VP of Finance roll. After our conversation, I felt very confident that I could competently serve in this role.

Lisa Cohen – Thank you for sticking with me as VP of Finance in 2011. I know it was a lot of work and please know that I appreciate everything that you did for us keeping us organized and in compliance with local, state, and federal regulations.

Diane Elkins (Owner of Artisan E-Learning) – Diane, thank you so much for your leadership and skills in our website transition from SquareSpace to Wild Apricot. That was a huge transition and with your leadership, it became a reality in 2011. Thank you also for your support of the Free Agent SIG.

Andrea Evans – Andrea, thank you so much for being a model of poise and grace as the Membership Outreach Director for the chapter and thank you for such great Networking Events.

Robin Altice (Owner of Robin Altice Photography) – Robin, thank you so much for your great ideas about the Chapter’s communications and your support. With your vision the eFlash became the Beltway Bulletin and other communications improvements occurred. Keep taking those beautiful photos.

Lorraine Barclay Nordliner (Owner of Nordlinger Consulting Group) – Lorraine, thank you for your support as the Director of Sponsorships during my term as president.

Paul Signorelli (Paul Signorelli & Associates)- Thank you for teaching me about non-profits and the importance of treating a non-profit like a business during your ALC sessions.

Mallard Owen – Thank you for your support before I was president until after.

Karen Mack (Onwer of Karen Mack Management Consultants, LLC) – Thank you for being a consistent and vocal supporter. Every time that I saw you, you expressed strong words of encouragement. I really really appreciated that each time that I saw you.

Cheryl Berthau (Past President, Maryland ASTD Chapter) – Thank you for that talk of encouragement over dinner before I decided to run for president. It helped give me the confidence to know that this was not an impossible feat.

Kia Poe (Past President, San Diego Chapter) – Thank you for the great conversations about the things I could do with the chapter. The things that you did with the San Diego chapter sounded awesome.

Veronica Adams – Thank you for your support and creating the Diversity SIG.

Diane Smith – Thank you for all of the great dinner programs you put on as Director of Programs.

Trish Uhl (+Trish Uhl, Owner Owl’s Ledge, Past President, ASTD Chicagoland, Author of 10 Steps to Successful Teams) – Thank you for the eternal encouragement and being such a great person to all of the ASTD people out there.

Gina Urgena – Thank you so much for your support of the chapter over all of these years.

Tony Bingham (ASTD, The New Social Learning) – Thank you for the meeting at ASTD headquarters before my term started. It was invaluable.  It meant so much to me to have a conversation with you about the things that I wanted to do for the chapter. Thank you for the time you invested in me.

Geoff Woliner – Thank you for arranging the day of meetings at ASTD before my term started. It was invaluable. And thank you for your support of the chapter as our Chapter Coach during my term.

Cami Best-Jones – Thank you for talking with me during the time I came to visit. But also thank you for all of the great conferences that you manage and that the chapter is a part of.

Jennifer Homer (ASTD Career Development CoP) – Thank you for the time you spent with me when I came to visit ASTD. I really appreciated the time that you took with me to talk about the various ASTD communications vehicles.

Carol Goldsmith (The Discovery Coach) – Carol, thank you for the time that you gave doing the resume review and coaching after one of the 2007 dinner programs with Janet. It was great and so many people felt they got so much out of the time with you. Thank you for your encouragement during my term as president. And thank you for taking me through a coaching session. Your skills as you asked me probing questions were top notch and I know that I was experiencing something special from a special person.

Janet Spadola (The JAS Group) – Janet, thank you for the time that you gave doing the resume review and coaching after one of the 2007 dinner programs with Janet. It was great and so many people felt they got so much out of the time with you.

Phillip Power – Phillip, thank you so much for all of your support over the years.

Neal Henderson – Neal, thank you so much for your support over the years. Thank you for leading the Leadership SIG.

Philip Martin  – Thank you for all of your encouragement from before I was president and up to now. I really appreciate it.

Last but not least, thank you to my boss, Patrice Collins. During my terms as President-Elect, President, and President-Past as she encouraged me and supported my work with the chapter and has also provided much needed advice. Patrice, thank you so much for your support.

I hope I haven’t left anyone off, but please know that if I did it wasn’t from lack of trying to remember.

I have benefited greatly from everyone above and would like to say a since heartfelt Thank you for your contribution to my professional development and growth.

For more information on the Metro DC ASTD Chapter, please navigate to their website.
For more information on ASTD, please navigate to their website.

Non-Profit Information related to ASTD Chapters

I shared information with my fellow board members regarding ASTD and IRS Non-Profit information. I thought it would be good to place the links in a blog post so that I can easily share the information with others. Paul Signorelli has had an excellent session at the ASTD ALC each year and if I can find the link to his site, I will update the post with a link to his information.
CORE Information from ASTD (Chapter responsibility to ASTD)
NORE  (ASTDs responsibility to the chapters)
IRS Information
  • Our organization can sell memberships and professional development, according to our charter, and this income incurs no taxes. The one area that was always questionable to me was, can we sell books that relate to the topics we are teaching. Our previous accountant always said no. It would be good to get a final answer on this. If we sell books one thing that we must do is collect sales taxes, this is outside of incurring taxable income. Anything that we sell that is taxable income is covered under the  IRS – Unrelated Business Income Defined –,,id=96104,00.html  
  • All the information you ever wanted to know about the IRS and non-profits –
  • Compliance Guide for Tax Exempt Organizations (other than 501(c)(3) Public Charities and Private Foundations)    Publ 4221-NC
  • Tax Exempt Status for Your Organization – 
IRS 501(c)(3) Form
  • We fall under a group exemption for ASTD so you will not see our name on the form and you must state this to whomever you need to supply the information to.
The goal is to:
  • keep good financial records, 
  • keep good sponsorship records (invoices that show the value of all promised items), 
  • avoid any inurement or personal financial benefit to any of us insiders
  • file all necessary federal, state or local filings
  • comply with all federal and state laws
  • maintain our tax exempt status! 🙂
In my opinion, a great resource for all board members, not just the VP of Finance is the ASTD Chapter Finance Toolkit. It covers non-profit finance, IRS topics, liability insurance and a lot more in a broad view with a smattering of specifics. Additionally, if I can find Paul’s resources I will place it below.

ASTD TechKnowledge’s Conference App Is Cool | Workplace Learning Today- Brandon Hall Research

I have been casually looking at how mobile applications are being used by learning organizations. In this post ASTD TechKnowledge’s Conference App is Cool on the Workplace Learning Today blog by Brandon Hall Research today.

I downloaded the app on my Android and it has these sections:

  • Search – In application search.
  • Schedule – The conference schedule in a calendar.
  • Program – The program listed by category and then title with time.
  • Speakers – A list of all of the speakers, their bio, and some include website and emails. Additionally, you can add notes for that speaker and tag them as favorites.
  • Expo – A list of all of the expo participants.
  • Media – PowerPoints for the presentations.
  • Maps – A map of the convention hall.
  • Twitter – a Twitter feed for #tk11.

It is a very good app and is giving me a few ideas!