More than ever before, learning and development (L&D) professionals are taking an active role in driving organizational change and advancement. With workers expecting continuous development opportunities, workplace flexibility and internal mobility, learning teams are tasked with creating programs necessary to meet these needs — all while tying them back to their impact on the business.

This is a lot for any team, but it becomes a Herculean chore when your company’s learning technology — namely your learning management system (LMS) — isn’t up to the task. This was the case for national mortgage services provider, Mortgage Connect, who had to choose a new learning platform with a multitude of use cases and stakeholders to be considered.

Watch our lively fireside chat with Livia Macedo, Vice President of the Office of Learning and Leadership at Mortgage Connect, and Megan Yunker, Chief Marketing officer at Schoox, as they dive into the do’s and don’ts of running a successful LMS selection process.

You’ll get insights and tactical strategies on:

  • Understanding LMS must-haves and getting executive buy-in.
  • Defining criteria to better compare LMS platforms and providers.
  • Outlining and completing due diligence steps.
  • Factoring in post-signature services and support, and more.
About the Speakers
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Livia Macedo, Vice President of the Office of Learning and Leadership, Mortgage Connect

Livia Macedo is an international talent management expert with a wealth of knowledge in talent management, DEI, agile learning and development and operational management. She has led teams through strategies that turned disruption into a positive experience for employees, clients and communities.

Through a renewed people and culture strategy for Mortgage Connect, she is co-responsible for the success of business growth strategy, the development of learning solutions that will drive the enterprise talent readiness and to provide a modern, engaging experience that ultimately leads to client satisfaction, talent retention and a culture where people want to be part of.

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Megan Yunker, Chief Marketing Officer, Schoox

Megan Yunker sets the marketing strategy to build awareness and drive demand for Schoox’s SaaS learning platform and course marketplace. Megan has over 15 years of sales and marketing experience with global B2B software companies.

Before her role as chief marketing officer of Schoox, Megan served as vice president of corporate marketing at Quorum Software, a SaaS provider serving the energy industry, overseeing global communications, brand standards, demand generation, and product positioning.

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