February 2022

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Monday, February 7, 2022
6:30 – 8:00 pm: Business Meeting / Program



Using Mobile, Interactive Learning Technology to Enable Video-based Learning Design

Our organization is in the midst of a transformation. To reach our goals, we are focused on becoming a leader in financial advisory. Our financial advisors are an integral part of our organization and key to our transformation.

This program will focus on the learning strategy used to create a blended, interactive, New Advisor Foundations onboarding program. Our learning design incorporated the use of mobile, interactive learning technology that enabled video-based learning for practice and mastery of the critical elements of an advisor’s role.

Specifically, we’ll look at:

  • The opportunity in front of us
  • An overview of the solution
  • How we capitalized on mobile, interactive learning technology for video-based learning design
  • Key learnings
  • What’s next


This meeting will be available synchronously via Zoom.

To virtually attend the meeting:

  • The connection should be available by about 6:20 p.m.
  • Go to: https://stthomas.zoom.us
  • Select: Join Meeting.
  • Enter this meeting id: 2142709060 and Join.
  • You may wish to select Test computer mic and speakers.
  • Select: Join Audio Conference.

Using headphones usually provides better sound quality than relying on your computer’s speakers. Please keep in mind that we do not have the resources to provide professional-quality audio and video. The connection should be available by about 6:20 p.m. on the day of the meeting. DLF is an all-volunteer/free organization. We cannot provide technical support and are not directly affiliated with UST. Please do not contact UST if you experience problems signing in.


Elizabeth Odegaard, Director New FA Training & Development. Before working with Thrivent, Elizabeth graduated from Augsburg University with a BA in Youth and Family Ministry. She spent her first 5 career years working as a Director of Senior High Ministry at a local church in Minneapolis, MN.

Elizabeth joined the financial industry in 2010 as a financial advisor at Thrivent. During her first years in the industry, Elizabeth worked to provide specialized financial
analysis to her clients, resulting in innovative product solutions, including life and health insurance, annuities and investment products. She then took an opportunity at Morgan
Stanley as a financial advisor, with a team of advisors where they worked together to deliver a high level of individualized, comprehensive brokerage financial services and
investment strategies to their clients.

Today, she has the pleasure of blending her background of curriculum creation, training & facilitation and business ownership by leading the team at Thrivent that is responsible for the launch, development and retention of all new financial advisors joining our organization through their first 4 years.

Elizabeth lives in Golden Valley, MN with her family. They are geeky board games players and also love being outdoors in all types of Minnesota weather – sunshiny and snowy!

Kathy Hartung-Kramer, Learning Experience Designer, is a life-long learner with a masters in Instructional & Performance Technology and more than 25 years of experience in talent management and training & development. She has a passion for extending the reach of learning with technology.

She is currently a Learning Experience Designer on the Enterprise Learning and Development team at Thrivent Financial. Previous to that she led the e-learning efforts at Tamzen Media and worked as lead training consultant at Wausau Insurance.

Kathy is professionally certified to administer the DiSC®, Personal Profile System, Strong Interest Inventory®, PDI Profilor® Process (360◦ Feedback Instrument), and facilitate the and Myers-Briggs Type Inventory (MBTI) and the Individual Transition in Organizations workshop (William Bridges & Associates).

Kathy is the VP of Communications and past president of the Northeast Wisconsin Chapter of the Association for Talent Development (ATD), a volunteer at United Way (Children and Youth Impact Area), the Warming Shelter, and various animal shelters.

She lives in Appleton with her family and their new puppy. In her spare time, she loves to be active and outdoors, spending time on the lake, skiing, scuba diving, swimming, biking and running.

Joanne Robillard, Learning and Development Lead, is Learning and Development Lead at Thrivent Financial with over a decade of experience in curating learning solutions in a variety of modalities. She has worked as a project coordinator, instructional designer, conference planner, learning consultant, LMS administrator and project resource manager.

During her first years in the industry, Joanne primarily managed in-person training. She was project managing small to large conferences which could host up to 65 courses with 800 learners and 100+ trainers. She worked closely with content owners, line of business leaders, and event planners to produce these training events, including content and curriculum design.

Joanne’s current role has given her the opportunity to branch out of traditional content building roles and add skills as the Team Lead. Consulting on enterprise learning initiatives, managing in-house and vendor resources, and partnering with leadership to create metrics that inform Firm decisions are current goals.

As the mother of a student who struggles with traditional learning methodology, Joanne has a special interest in learning styles and the variety of ways people take in and process information.
Joanne lives in Little Canada, MN with her husband, three teenagers and pup, Teddy. Watching her sons play baseball, her daughter play volleyball and finding time to travel as family are her favorite ways to enjoy downtime.