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IARs and all professionals should approach CE aiming to enhance competency while minimizing time to learn, boosting retention, mitigating risks, and ensuring increased productivity.

However, most companies, firms, and individuals passively attend CE as required without ever closing a skills gap.

Strategically choosing education is a way of improving your performance and productivity, and closing the skills gap in your work. 

Intentional education improves performance and productivity by enabling you to embed what you learn into your workflow to empower you.

This many times can only come from micro-learning events, on-click, real-time access to relevant content when it is needed so that reskilling and upskilling can happen immediately—on the job—without formality or traditional learning models. And, unlike traditional training, workflow learning helps sustain and grow evolving skills over time.[1]

Learning Objectives:

1. Why CE? – what is your intention vs. “just the” requirement
2. How to turn your intention into a strategy to improve your performance
   1. What makes a good IAR CE class?
   2. Finding objectives that are action oriented
   3. Turning those educational objectives into performance objectives to ensure alignment with impact (i.e., choosing courses that help you in your job)
   4. Measuring or evaluating your impact
3. Examples of good CE – across industries
   1. How Financial CE differs today with Healthcare CE
   2. Why that matters and what to look for as CE evolves in the finance and securities industry
4. Alternative methods that might help you create value for yourself -- listening to podcasts; speaking with an AI digital coach; meeting with a colleague or coach; company meetings as education events.
5. Avoiding pitfalls in IAR CE

 Instructor 

Dr. Shawn Foley is a performance and productivity consultant located in Kansas City, MO. He is also an Operating Partner at Quantum Performance Partners located in Cherry Creek, Colorado. He leads Kansas City’s ATD Consulting and Entrepreneurial SIG and has authored over 20 university courses. He serves as an adjunct professor for several universities, is a guest speaker, and serves as a substitute teacher at his local school district, Park Hill.

His company, Foleyworks LLC, supports organizations and teams through the development of strategies to manage people, performance, and the workforce to overcome common challenges and increase productivity. His work brings essential elements and methods to educate, develop, and nurture people and teams.

Shawn received his Doctorate in Education from The Pennsylvania State University’s Department of Learning and Performance Systems and holds a Master of Science in Technology and a Bachelor of Science in Elementary Education from Bloomsburg University. 

[1] APPLY Synergies was founded in 2013 with the vision to revolutionize organizational performance through the 5 Moments of Need methodology and framework - https://www.applysynergies.com/