Regardless of economic times, funding for learning and development is always at risk. Mitigating the risk of losing resources requires a shift in thinking to one that focuses on results rather than the activity of learning. It requires a design mentality where the basis for programming begins with the Why? and the end game is not the evaluation, but the optimization of results.

Dr. Patti P. Phillips, along with her husband and business partner, Dr. Jack J. Phillips, has spent the past decade helping organizations integrate measurement and evaluation into their programs, projects, and practices. Their work has influenced the thinking of learning professionals worldwide.
 
During this session, you will learn:

• The latest research on what executives want from their learning investments
• Eight steps to enable teams to protect and increase budgets
• Techniques to seamlessly integrate measurement, evaluation, and ROI into your programs, projects, and practices

Patti P. Phillips, PhD is CEO of ROI Institute. She helps organizations implement the ROI Methodology® in more than 70 countries. Her work spans private sector, public sector, nonprofit, and nongovernmental organizations. Patti has authored and edited more than 75 books on measurement and evaluation.

Patti serves as chair of the International Federation of Training and Development Organisations Board of Trustees; chair of the United Nations Institute for Training and Research Evaluation Advisory Board; co-chair of the Institute for Corporate Productivity People Analytics Board; and board member of the American Board of Optometry. From 2018-2024, Patti served on the United Nations Institute for Training and Research Board of Trustees. During her tenure she served as board vice chair and finance committee member.  

She, along with her husband and ROI Institute co-founder Dr. Jack J. Phillips, is the recipient of the 2024 Association of Learning Providers (ISA) Thought Leader Award, 2022 Association for Talent Development (ATD) Thought Leader Award, and the 2019 Center for Talent Reporting Distinguished Contributor Award. Additionally, in 2015, Patti was honored as the ATD CPTD Fellow, a distinction that recognizes her contributions to the professionalization of the talent development field.  

Patti can be reached at patti@roiinstitute.net and https://www.linkedin.com/in/pattipphillips/

Jack J. Phillips, Ph.D., chairman of ROI Institute, Inc., is a world-renowned expert on accountability, measurement, and evaluation. Former bank president, HR Executive, and learning manager, Phillips provides consulting services to Fortune 500 companies, nonprofit entities, and government and non-governmental organizations worldwide. He is the author or editor of more than 100 books, conducts workshops, and presents at conferences worldwide.

Jack has received several awards for his books and work. The American Society for Training and Development gave him the award, Distinguished Contribution to Workplace Learning and Development, and the Thought Leader Award (its highest award). The International Society for Performance Improvement presented Jack with its highest award, the Thomas F. Gilbert Award, for his contribution to human performance technology. The Society for Human Resource Management presented him with an award for one of his books and honored a Phillips ROI study with its highest award for creativity.

In 2019, Jack, along with his wife, Patti P. Phillips, received the Distinguished Contributor Award by the Center for Talent Reporting for their contribution to the measurement and management of human capital. His work has been featured in the Wall Street Journal, BusinessWeek, and Fortune. He has been interviewed by several television programs, including CNN.