Sales Enablement Circle

Sales Enablement Circle

The Cost of Assumed Alignment:

How One Organization Uncovered Hidden Differences

Before Investing in Solutions

Thursday, September 24th

9:00 | Breakfast and networking for in-person attendees

9:30 | Program starts (virtual and in-person)

10:45 | Program ends, up to 30 minutes optional networking

Advia Credit Union had an ambitious goal of becoming a top 100 credit union in the United States and a team of leaders committed to achieving it. Everyone appeared aligned around the need for stronger sales performance.

Then they asked a deeper question: Are we actually aligned?

Working with Fredrickson Learning, Advia conducted a stakeholder analysis to better understand what leaders and team members valued, where perspectives differed, and what success would truly look like. What they discovered challenged assumptions, surfaced hidden gaps, and changed the conversation from selecting training to improving performance.

Join us for an interactive case study featuring Shantel Ball of Advia Credit Union as we explore:

• Key findings that shifted the focus from a training initiative to a broader performance and reinforcement strategy.
• How stakeholder analysis uncovered important differences despite an initial perception of alignment.
• How the resulting insights informed investment decisions, vendor selection, and stronger cross-functional partnerships.

Through a facilitated interview and peer discussion, we’ll examine how organizations can move beyond assumed alignment to uncover what stakeholders truly need, value, and expect.

Come prepared to share your own experiences and challenges. You’ll leave with practical questions, tools, and approaches to help ensure alignment before launching your next major initiative.

You can join us in person at our office…

755 Prior Ave N, #307A

Saint Paul, MN 55104

…or virtually via Zoom.

Breakfast!
We’ll offer breakfast for those that attend in person. Please email us or reply to this email to request dietary accommodation.

If you choose the virtual option, we’ll send you the link after you register.

Shantel Ball is the Manager of Training at Advia, overseeing all training operations organization wide.

Her role includes training strategy alignment with organization goals, instructor-led training, instructional design, and e-learning.

Robin Lucas is the Chief Operating Officer and Director of Learning Strategy at Fredrickson Learning.

With more than two decades of experience in learning strategy, project management, and business operations, she has helped position Fredrickson as the trusted partner for organizations leveraging emerging technologies, including AI, to drive business performance and workforce success.

Aleisha Lee is Senior Manager of Learning & Organizational Development at Patterson Companies, where she leads enterprise learning, performance management, employee engagement, and change management initiatives.

With more than 20 years of experience in learning and organizational development, she is passionate about aligning people strategies with business priorities to drive meaningful performance and behavior change.