Learn@Work Week in September is about celebrating learning in the workplace. Help us mark the occasion by learning about I4PL’s new ‘Partnering with Clients’ competency in this interactive half-day session.


  • Understand the background of why this competency was added as a key skill for Learning and Development (L&D) professionals and the supporting underlying behaviours
  • Hear from a talented panel of established L&D consultants who ‘live’ this competency everyday in their relationships with external and internal clients – what they have learned, best practices
  • Participate in break-out groups to determine how this competency applies to your work

Developing positive professional relationships with internal and external clients is a key skill for L&D professionals to successfully understand and meet the needs and expectations of client partners.

Join us and other L&D professionals for this engaging morning of networking and learning how you can effectively apply this new IPL competency in your work.

Key Elements of the Partnering with Clients competency that will be included as part of the agenda:

  • Demonstrating awareness of client organization
  • Supporting clients in making effective choices
  • Developing agreements with clients
  • Managing changes throughout a project
  • Interacting effectively



Networking & continental breakfast


Welcome & Overview of Partnering with Clients competency


Panel discussion




Break-out groups

Guest Panellists:

Kathy Lee, Benchmark Performance

Kathy Lee, MA, CTDP, is an instructional designer at Benchmark Performance Inc., a performance-focused design collective who custom-build really great learning experiences.  She was part of the Benchmark team of consultants who led the 2016 update of the Institute’s competencies, which included creating two new categories: Partnering with clients and Designing curricula. In summer 2017, Kathy was part of another Benchmark team that redesigned and rewrote the CTP and CTDP exams, so the questions assess both knowledge of the competencies and a candidate’s ability to apply that knowledge.

Danielle Wallace, CTDP, Beyond the Sky

Danielle Wallace is an instructional designer and learning director at Beyond the Sky, a provider of custom learning solutions. Previously, as a marketing executive with Procter & Gamble and PepsiCo, she learned strategic marketing and advertising principles, which she applies to learning and development to create compelling breakthrough solutions.

Marion Thomson Howell, Shaughnessy Howell Inc.

Marion Thomson Howell is President of ShaughnessyHowell, an award-winning provider of learning and development solutions and leadership consulting. The work that ShaughnessyHowell has completed resulted in eight gold medals from the Canadian Society for Training and Development as well as one iCon award. Marion’s clients, ranging from global Fortune 100 corporations to small, local not-for-profits, have taken her throughout North America and most recently to Thailand. These days she spends most of her time in the areas of governance and leadership development. 

Jamie Jewer, Innovatia Inc

Jamie Jewer has been with Innovatia for over five years, and is based in his home office in Waterloo, ON. Prior to Innovatia, Jamie was a Technical Writer and Team Lead with Education Services and Product Information Development at BlackBerry for over 7 years. Jamie has nearly 20 years’ experience in the L&D field. As a Lead Instructional Designer with Innovatia, he loves the variety of projects he gets to work on, and the relationships he gets to build with clients that come with the role.


9/21/2017 8:30 AM - 9/21/2017 12:00 PM
Holiday Inn 30 Fairway Road South Kitchener, ON N2A 2N2

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