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Talent Development Reporting Principles Workshop

  • September 21, 2017
  • 8:00 AM - 5:00 PM
  • Loyola University, Water Tower campus, Schreiber Center, Room 806, 16 E. Pearson St., Chicago, IL 60611
  • 24


  • Winner of CETS 2017 Raffle

Registration is closed
Learn the Emerging Standards for the Measurement, Reporting and Management of L&D
  • Are you looking for guidance on what and how to measure?
  • Do you know what to do with the information you have gathered?
  • Do you want to align more closely with key company goals and manage your programs better?

Then this is the workshop for you!

Join Dave Vance, Executive Director for the Center for Talent Reporting and former CLO of Caterpillar and Jeff Carpenter, CEO of Caveo Learning, for a full-day workshop on the Talent Development Reporting Principles (TDRp) framework and applying it in your own organization.

This event is sponsored by:

TDRp was developed by a group of 30 industry thought leaders in 2010-2011 to provide standards and best practices for our profession, much like what accountants have in the Generally Accepted Accounting principles (GAAP) and what is taught in basic business courses. TDRp provides an easy-to-use, yet robust framework applicable to all types and sizes of organizations as well as management best practices to deliver maximum value for your efforts. 


  • L&D or HR professionals responsible for managing people, programs or budgets
    • Department heads 
    • Program managers 
    • Directors 
    • Performance consultants
    • Client managers
  • L&D or HR professionals responsible for measurement and evaluation or data analytics.
  • Consultants and Vendors who wish to help clients improve their measurement, reporting and management of human capital.


  • How to strategically align L&D or HR initiatives to organizational goals
  • How to run L&D or HR with business discipline
  • How to speak the language of business
  • The key assumptions and principles of talent reporting
  • Three types of measures which every organization should report
  • How to select the right specific measures for your organization
  • The very important difference between measures to manage and measures to monitor
  • The three types of standard reports every organization should generate monthly or quarterly
  • How to create each report


  • An understanding of how best to manage the function and how best to measure and report results.
  • Draft lists for effectiveness, efficiency and outcome measures for their organization


  • 8:00 AM: Registration, Continental breakfast, Networking
  • 8:30 AM: Program Begins
  • 12:00 PM - 1:00 PM: Lunch (lunch boxes)
  • 1:00 PM - 5:00 PM: Program Continues


David Vance is Executive Director of the nonprofit Center for Talent Reporting (home of TDRp) and co-author of the Talent Development Reporting Principles (TDRp). He is the former President of Caterpillar University, which he founded in 2001, and author of The Business of Learning: How to Manage Corporate Training to Improve Your Bottom Line. Dave was named 2006 Chief Learning Officer (CLO) of the Year by Chief Learning Officer magazine. Caterpillar was ranked #1 in the 2005 ATD BEST awards and named Corporate University of the Year in 2004. Prior to leading Cat U, he was Chief Economist and Head of the Business Intelligence Group at Caterpillar. Dave teaches in the human capital development Ph.D. programs at Bellevue University and the University of Southern Mississippi. He has a Master of Science Degree in business administration from Indiana University (South Bend) and a Ph.D. in economics from the University of Notre Dame.

Jeff Carpenter is CEO of Caveo Learning which was the first organization to achieve TDRp Certification for Consulting. He is a recognized leader in the learning and development space and has more than 20 years’ experience in instructional strategy, performance improvement and organizational development. Jeff has developed learning strategies and helped clients achieve performance objectives across a broad range of industries within the Fortune 1000. Prior to Caveo, Jeff was the VP of Client Services at Sivox Technologies where he co-designed the company’s flagship product. This product is a patented simulation-based learning solution that immerses users in a fully virtual environment and achieved unprecedented results for a computer-based training application (the post-training results were equivalent to 1-on-1 live coaching). Prior to Sivox, Jeff held several positions in learning and development, including several years with the performance improvement organization at AT&T. In addition to his professional accomplishments, Jeff has taught master-level courses at Roosevelt University on adult learning theory and instructional systems design. He is also a distinguished speaker at international conferences in the learning industry. Jeff has earned a Master of Arts in Training and Development from Roosevelt University and a Bachelor of Arts in Human Resources from the University of Nebraska.  Video link


  On or before
Sept 7 
After Sept 7 and
Before Sept 18
ATDChi Member:
$240 $360
$480 $600
$120 $180

Cancellation Policy: All event registration fee refund requests must be submitted in writing to admin@atdchi.org prior to any event. Requests must be submitted at least three (3) business days prior to the event to receive a full refund. No refund will be provided for cancellations received within three (3) business days or for event attendee no-shows.


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