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24th Annual CUNA HR & Organizational Development Council Conference

April 22 – 25, 2018 | The Westin Ft. Lauderdale Beach Resort | Ft. Lauderdale, FL

Agenda

Time
Session
 
10:00 a.m. – 7:30 p.m.

CONFERENCE REGISTRATION

1:00 – 5:00 p.m.

PRECONFERENCE WORKSHOP – Workforce Planning: The New HR Imperative

Jo Ann Romero, President, StrategyWorks, Inc., Albuquerque, NM

Responding to the general challenges of staffing, filling critical positions, managing with limited resources and the need to anticipate and plan for skill loss due to retirements and turnover expected over the next few years, this workshop offers a “road map” for conducting workforce planning.  

This fast-paced, hands-on workshop is designed to provide participants with a set of practical tools, methods, and practices for developing strategic workforce plans for their organizations.  Participants obtain the latest tools and methods for assessing their workload, identifying critical skill gaps, identifying options for developing the skills they expect to lose and in general plan for attrition.

Through the use of lecture, small group discussion, and practice with real cases, students leave this course with a working knowledge of how to apply the tools to conduct workforce planning back home.  Following are the expected learning outcomes for the workshop:
By the end of the 4-hour session, participants will:

  • Understand the business case for workforce planning and how HR professionals can become strategic business partners by enabling decision makers to address one of the most compelling issues of our time:  staffing and retention.
  • Understand and apply a straightforward five-step model for developing future workforce plans.
  • Understand and apply a set of tools to guide the workload analysis process.
  • Learn a variety of approaches for how to gather and use the appropriate information to plan for staffing of the future.

During the session, participants have the opportunity to explore ideas for completing a workforce plan, how to set the wheels in motion to ensure they are prepared for future retirements and changes in skill mix needs and gain ideas for getting started with actionable steps back home.

5:30 – 6:00 p.m.

FIRST-TIME ATTENDEE ORIENTATION

6:00 – 7:30 p.m.

WELCOME RECEPTION – Meet your Sponsors

Time
Session
 
7:30 am – 4:45 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area

7:30 – 8:15 a.m.

BREAKFAST – Visit with Sponsors

8:15 – 8:30 a.m.

WELCOME and OPENING REMARKS

Lisa Baron, Chair, HR/Organizational Development Council

8:30 – 9:30 a.m.

KEYNOTE ADDRESS – Making a Difference

Steve Gilliland, Hall of Fame Speaker and Author

Focusing on the conscious choices we make every day that impact the lives of others, Making a Difference™ is an eye-opening and heartfelt keynote detailing how to positively influence people in every imaginable way, regardless of position or status. Each of us has the potential to transform the culture of an organization through our actions and attitude.

9:30 – 9:45 a.m.

Pass Time to Breakout Sessions

9:45 – 10:45 a.m.

Leadership from The Front Lines: Influencing Excellence In Performance (session repeats)

Shawn Rhodes, International Expert in Change Management and Performance, Shoshin Consulting, Temple Terrace, FL

In business, the best plans never work out as planned. Shawn Rhodes, an international expert in creating high-performing organizations, will share how credit union leaders can pivot with changing times and still influence exceptional performance. Shawn's work studying organizations on-site in more than two dozen countries has been published in news outlets around the world including TIME, CNN, NBC, Forbes and INC. He's also a nationally-syndicated columnist with the Business Journals, reaching 11 million readers each month, a TEDx speaker and author of the new book "Pivot Point: Turn On A Dime Without Sacrificing Results."

 

9:45 – 10:45 a.m.

The New Frontier of Labor and Employment Law: New Administration, New Agency Leaders, Deregulation, and Much, Much More!

Aaron Zandy, Attorney, HarrisonFord, Orlando, FL

This is a high-intensity, high-content presentation focused on exploring significant labor and employment law changes in 2017, as well as the expected changes under the new presidential administration.  Attendees will learn about significant court decisions, administrative rules and regulations, executive orders and state law changes, as well as the impacts of a new Supreme Court Justice, new appointments to the National Labor Relations Board and filling vacancies in the Federal courts. The presentation will also highlight on the significance of the #MeToo movement, the frequency of gender discrimination lawsuits based on wage gaps, and so much more.

9:45 – 10:45 a.m.

Maximized Potential, Passion and Purpose through Emotional Intelligence

Jen Groover, Author, International Speaker and Serial Entrepreneur, Philadelphia, PA

As we increase our awareness of our own human potential, as well as our ability to magnify the potential in others, we must increase our self-awareness, heighten our emotional intelligence and realize our old patterns and limited beliefs that hold us back from our own expansion, to become more effective leaders, leading others more effectively to create intrinsic motivation and lasting transformation.

10:45 – 11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 – 11:30 a.m.

Pass Time to Breakout Sessions

11:30 a.m. – 12:30 p.m.

Leadership from The Front Lines: Influencing Excellence In Performance

Shawn Rhodes, International Expert in Change Management and Performance, Shoshin Consulting, Temple Terrace, FL

In business, the best plans never work out as planned. Shawn Rhodes, an international expert in creating high-performing organizations, will share how credit union leaders can pivot with changing times and still influence exceptional performance. Shawn's work studying organizations on-site in more than two dozen countries has been published in news outlets around the world including TIME, CNN, NBC, Forbes and INC. He's also a nationally-syndicated columnist with the Business Journals, reaching 11 million readers each month, a TEDx speaker and author of the new book "Pivot Point: Turn On A Dime Without Sacrificing Results."

11:30 a.m. – 12:30 p.m.

The New Frontier of Labor and Employment Law: New Administration, New Agency Leaders, Deregulation, and Much, Much More!

Aaron Zandy, Attorney, HarrisonFord, Orlando, FL

This is a high-intensity, high-content presentation focused on exploring significant labor and employment law changes in 2017, as well as the expected changes under the new presidential administration.  Attendees will learn about significant court decisions, administrative rules and regulations, executive orders and state law changes, as well as the impacts of a new Supreme Court Justice, new appointments to the National Labor Relations Board and filling vacancies in the Federal courts. The presentation will also highlight on the significance of the #MeToo movement, the frequency of gender discrimination lawsuits based on wage gaps, and so much more.

11:30 a.m. – 12:30 p.m.

Maximized Potential, Passion and Purpose through Emotional Intelligence

Jen Groover, Author, International Speaker and Serial Entrepreneur, Philadelphia, PA

As we increase our awareness of our own human potential, as well as our ability to magnify the potential in others, we must increase our self-awareness, heighten our emotional intelligence and realize our old patterns and limited beliefs that hold us back from our own expansion, to become more effective leaders, leading others more effectively to create intrinsic motivation and lasting transformation.

 

12:30 – 1:45 p.m.

MEMBERSHIP LUNCHEON (open to all attendees and sponsors)

Join us as we celebrate all of our award winners.

1:45 – 2:00 p.m.

Pass Time to Breakout Sessions

2:00 – 3:00 p.m.

Bench Strength Isn't Just for the C-Suite! (session repeats)

Christine Noffz, Women’s Leadership Coach, Christine Noffz Coaching and Consulting, San Luis Obispo, CA

Most credit unions add individuals to the succession planning bench at the C-Suite level only. This is a huge missed opportunity! This session is a call to action to shift our thinking and processes towards developing a proactive approach of bench strengthening and bench filling for ALL key strategic and competitive roles. Why? Because a proactive approach ensures the credit union’s unique offering and competitive advantage doesn’t leave when key roles are vacated.

In this session, you will learn the importance of broadening the scope of targeted bench warmers and effective ways to immediately strengthen and fill your bench for identified key roles. Attendees will leave with fresh thinking, ideas, and action plan which can be implemented with a small or even a non-existent budget.

2:00 – 3:00 p.m.

From HR Leader to Business Driver: Using Data to Drive Shared Accountability and Result (session repeats)

Chary Krout, SVP Human Resources, First Tech FCU, Beaverton, OR
Monique Little, CPAO/SVP Human Resources, First Tech FCU, Beaverton, OR


Company financial results, growth potential and customer satisfaction are all tied to one thing…Your People. So, employee retention, engagement, and satisfaction are a must for companies who want to achieve success. During this session, we’ll discuss how HR can leverage data and communicate it in a way that creates engagement and shared accountability with leaders and employees. We’ll give you tips on how to get started and share the roadmap to:

  • Making employee success part of your company’s business plan
  • Leveraging data and creating a tool that drives leadership buy in and shared accountability
  • Insuring employees are informed, engaged and accountable for the company and their own success.
2:00 – 3:00 p.m.

The Elephant in the Room (session repeats)

Renaldo Hardy, Founder/CEO, DiverCity Solutions, Gardendale, AL

Addressing diversity issues can be uncomfortable, especially when no one wants to challenge the status quo. The elephant in the room is an idiom that speaks to the awkward moments when we must tackle an issue in relation to gender, age, sexual orientation, ableness, and race among other sensitive dimensions of difference.

Let’s go there! This will be an engaging and informative session on the benefits of acknowledging and appreciating difference. We will explore the conscious and unconscious biases that hinder teams from tackling tough subjects, while examining the rewards of creating a diverse and inclusive work environment. Let’s talk about it!

 

3:30 – 3:45 p.m.

NETWORKING BREAK – Visit with Sponsors

3:45 – 4:45 p.m.

Bench Strength Isn't Just for the C-Suite!

Christine Noffz, Women’s Leadership Coach, Christine Noffz Coaching and Consulting, San Luis Obispo, CA

Most credit unions add individuals to the succession planning bench at the C-Suite level only. This is a huge missed opportunity! This session is a call to action to shift our thinking and processes towards developing a proactive approach of bench strengthening and bench filling for ALL key strategic and competitive roles. Why? Because a proactive approach ensures the credit union’s unique offering and competitive advantage doesn’t leave when key roles are vacated.

In this session, you will learn the importance of broadening the scope of targeted bench warmers and effective ways to immediately strengthen and fill your bench for identified key roles. Attendees will leave with fresh thinking, ideas, and action plan which can be implemented with a small or even a non-existent budget.

 

3:45 – 4:45 p.m.

From HR Leader to Business Driver: Using Data to Drive Shared Accountability and Result

Chary Krout, SVP Human Resources, First Tech FCU, Beaverton, OR
Monique Little, CPAO/SVP Human Resources, First Tech FCU, Beaverton, OR


Company financial results, growth potential and customer satisfaction are all tied to one thing…Your People. So, employee retention, engagement, and satisfaction are a must for companies who want to achieve success. During this session, we’ll discuss how HR can leverage data and communicate it in a way that creates engagement and shared accountability with leaders and employees. We’ll give you tips on how to get started and share the roadmap to:

  • Making employee success part of your company’s business plan
  • Leveraging data and creating a tool that drives leadership buy in and shared accountability
  • Insuring employees are informed, engaged and accountable for the company and their own success.
3:45 – 4:45 p.m.

The Elephant in the Room

Renaldo Hardy, Founder/CEO, DiverCity Solutions, Gardendale, AL

Addressing diversity issues can be uncomfortable, especially when no one wants to challenge the status quo. The elephant in the room is an idiom that speaks to the awkward moments when we must tackle an issue in relation to gender, age, sexual orientation, ableness, and race among other sensitive dimensions of difference.

Let’s go there! This will be an engaging and informative session on the benefits of acknowledging and appreciating difference. We will explore the conscious and unconscious biases that hinder teams from tackling tough subjects, while examining the rewards of creating a diverse and inclusive work environment. Let’s talk about it!

 

5:30 p.m. –

SOCIAL/NETWORKING EVENT

Time
Session
 
7:30 a.m. – 3:30 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area

7:30 – 8:15 a.m.

BREAKFAST – Visit with Sponsors

8:15 – 8:30 a.m.

MORNING ANNOUNCEMENTS

8:30 – 9:30 a.m.

GENERAL SESSION – How to Drive Results from Your Data Analytics

John Best, President, Best Innovation Group, Denver, CO

Data Analytics, everyone agrees that you need it? But what do you do with it once you have it? Join John as he discusses 3 specific examples of using data from data analytics to improve your credit unions performance.

9:30 – 9:45 a.m.

Pass Time to Breakout Sessions

9:45 – 10:45 a.m.

HR as a Chief Collaborator (session repeats)

Pamela Green, Present & CEO, Pamela J Green Solutions & HRCCI, Washington, DC

Many executives have realized a new playbook for business success is needed. Leaders accustomed to old school corporate silos and politics are exchanging out dated and unproductive command and control behaviors for a greater capacity to engage and inspire performers towards a common higher level of achievement.

In this training, participants will learn how to take charge of their role as Chief Collaborator to achieve the higher level of performance needed for organizational success. Based in part on research published by Harvard Business Review, they’ll discover the behaviors of a collaborative leader, learn from first hand cases, and identify how to apply these practices immediately in the office. In addition, in this training, participants will be challenged to assess their own collaborative IQ’s and learn how to practice the 6 C’s of collaboration that lead to improved organizational performance and career success.

  • Assess current behaviors against new standards for being a collaborative leader.
  • Learn new ways of communicating that lead to greater inspiration and engagement.
  • Accurately identify and address decision-making biases.
  • Adopt new techniques for confronting derailing behaviors while engaging dissenting views.

 

 

9:45 – 10:45 a.m.

Conducting Fearless Performance Reviews (session repeats)

Jeffrey Russell, Co-Director, Russell Consulting, Inc., Madison, WI

The performance review is one of the most feared activities in organizations today. Supervisors feel ill-prepared for conducting them and employees seem to dread them with a passion. Explore a powerful alternative to the annual review that is innovative, employee-centered, collaborative, and truly fearless! You'll learn how to enable your supervisors to conduct performance coaching conversations that lead to high levels of employee engagement in the process.

9:45 – 10:45 a.m.

Saving Trees and Putting HR in the Cloud (session does not repeat)

 Kate Bischoff, Owner, tHRive Law & Consulting, LLC, Minneapolis, MN

HR has tons of paper.  What if we eliminated the paperwork and went paperless? What if we put all of employee information in the cloud? What if we had access to all of our technology 24/7 and from our smartphones?  The rewards are many for both HR and employees.  Hear from a HR technology aficionado and employment lawyer about what the benefits, risks, and just plain cool things new technology can do the help HR save a forest.

10:45 – 11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 – 11:30 a.m.

Pass Time to Breakout Sessions

11:30 a.m. – 12:30 p.m.

HR as a Chief Collaborator

Pamela Green, Present & CEO, Pamela J Green Solutions & HRCCI, Washington, DC

Many executives have realized a new playbook for business success is needed. Leaders accustomed to old school corporate silos and politics are exchanging out dated and unproductive command and control behaviors for a greater capacity to engage and inspire performers towards a common higher level of achievement.

In this training, participants will learn how to take charge of their role as Chief Collaborator to achieve the higher level of performance needed for organizational success. Based in part on research published by Harvard Business Review, they’ll discover the behaviors of a collaborative leader, learn from first hand cases, and identify how to apply these practices immediately in the office. In addition, in this training, participants will be challenged to assess their own collaborative IQ’s and learn how to practice the 6 C’s of collaboration that lead to improved organizational performance and career success.

  • Assess current behaviors against new standards for being a collaborative leader.
  • Learn new ways of communicating that lead to greater inspiration and engagement.
  • Accurately identify and address decision-making biases.
  • Adopt new techniques for confronting derailing behaviors while engaging dissenting views.

 

11:30 a.m. – 12:30 p.m.

Onboarding vs. On...bored...ing (session does not repeat)

Carolyn White, Training Manager, SESLOC FCU, San Luis Obispo, CA
Lindsay Walters, Director Organizational Management, LAFCU, Lansing, MI
Parker Albin, Talent Development Trainer, Numerica CU, Spokane Valley, WA
Moderator: Michelle Grabicki, VP Corporate Culture, Numerica CU, Spokane Valley, WA

When new employees join a credit union they are not just starting a new job, they are joining the credit union movement. Day one, we have the opportunity to set the tone for that experience. First impressions… you only get one. Are you “onboarding” or “on-bored-ing”? Thoughtfully onboarding new employees shows them they are a valuable part of your organization. As a result, this encourages loyalty and promotes longevity. Join a panel of credit union professionals as they share their experiences and fresh ideas to help you onboard new employees.

 

11:30 a.m. – 12:30 p.m.

Employee Onboarding Panel Discussion (session does not repeat)

Speakers TBA

 

12:30 – 1:30 p.m.

BIRDS OF A FEATHER NETWORKING LUNCH

As the saying goes – ‘Birds of a feather flock together.’ Join us for this unique opportunity to have a discussion with your peers along shared interest topics. It’s easy – just help yourself to a great buffet and pick a table topic that interests you and join the discussion. Feel free to move around to several tables if you’d like.

1:30 – 1:45 p.m.

Pass Time to Breakout Sessions

1:45 – 2:45 p.m.

Preventing the Domino Effect When an Executive Departs (session does not repeat)

Scott Albraccio, Sales Specialist Manager, CUNA Mutual Group, Madison, WI

It’s no secret that credit union executives are being wooed away by other organizations, including the credit union down the street. Find out how a departure such as this might cause a “domino effect” in your C-suite. Learn key elements of a real leadership continuity plan that will help your credit union avoid disruption to meeting your strategic and financial goals. Hear how to leverage your succession plan beyond the CEO position, so it’s not just a short-term contingency plan, and how to enhance your executive compensation package to meet the financial needs of your best talent—to motivate them to stay and help your credit union thrive.

 

1:45 – 2:45 p.m.

Executive Coaching: The Flexible Tool in Your Leadership Development Tool Kit (session repeats)

Steve Heinen, PhD., Steve Heinen & Associates, Maineville, OH

Executive Coaching is gaining more and more attention and interest.  However, many still do not appreciate that this might be one of the most versatile tools available for any organization to help them improve their executive development and performance.  This workshop will discuss executive coaching in the context of your overall strategy for Leadership Development, Executive Performance and Succession Planning.  Participants will get an understanding of what executive coaching is and how it works.  A primary emphasis will be how organizations have utilized an array of different executive coaching applications to address specific leadership development and organizational issues. Included will be some specific approaches for a strategic focus for your executive coaching.

1:45 – 2:45 p.m.

How Do You Manage Organizational “Tides of Tension”? (session repeats)

Rhonda Sheets, President & CEO, Support EXP, Centerville, OH

In credit unions of any size there are deep “tides of tension” among functional areas, forces that prevent teams from working well together. How do credit unions manage the tension that persists deep and wide throughout an organization – the kind of chronic tension that has actually become institutionalized within the culture? Rhonda reveals how an organization’s internal tides of tension can be resolved when the organization rediscovers and aligns to its purpose, a purpose that includes the member journey as the top priority.

2:45 – 3:15 p.m.

NETWORKING BREAK – Sponsor drawings

3:15 – 3:30 p.m.

Pass Time to Breakout Sessions

3:30 – 4:30 p.m.

What’s New in Recruiting Technology – A Panel Discussion (session does not repeat)

Speakers TBA

This session will be a panel discussion featuring Credit Union HR practitioners that have recently shopped the market for recruiting technology. Learn what these HR professionals have discovered in the market regarding available and emerging recruiting technology platforms. This will be a moderated panel with plenty of time for Q&A.

Attendees will learn who the major and emerging recruiting software vendors are in today’s market; discover the capabilities, user-friendliness, customization, advantages/disadvantages of various recruiting technologies; and, receive an overview of the RFP process utilized by our panelists.

 

  1.  
3:30 – 4:30 p.m.

Executive Coaching: The Flexible Tool in Your Leadership Development Tool Kit

Steve Heinen, PhD., Steve Heinen & Associates, Maineville, OH

Executive Coaching is gaining more and more attention and interest.  However, many still do not appreciate that this might be one of the most versatile tools available for any organization to help them improve their executive development and performance.  This workshop will discuss executive coaching in the context of your overall strategy for Leadership Development, Executive Performance and Succession Planning.  Participants will get an understanding of what executive coaching is and how it works.  A primary emphasis will be how organizations have utilized an array of different executive coaching applications to address specific leadership development and organizational issues. Included will be some specific approaches for a strategic focus for your executive coaching.

3:30 – 4:30 p.m.

How Do You Manage Organizational “Tides of Tension”? (session repeats)

Rhonda Sheets, President & CEO, Support EXP, Centerville, OH

In credit unions of any size there are deep “tides of tension” among functional areas, forces that prevent teams from working well together. How do credit unions manage the tension that persists deep and wide throughout an organization – the kind of chronic tension that has actually become institutionalized within the culture? Rhonda reveals how an organization’s internal tides of tension can be resolved when the organization rediscovers and aligns to its purpose, a purpose that includes the member journey as the top priority.

4:30 –

EVENING – Own Your Own

Time
Session
 
8:00 – 8:30 a.m.

BREAKFAST

8:30 – 9:30 a.m.

GENERAL SESSION – Economic Update

Mike Schenk, VP Research and Policy Analysis, Credit Union National Association, Madison, WI

Economic performance and market interest rate movements drive credit union operating results and interactions with members.   The average duration of U.S. economic recovery is roughly five years in the post-WWII period, but the current expansion is now starting its tenth year.  Can it continue?  Will tax cuts fuel inflation pressures?  Will fiscal stimulus cause more aggressive Federal Reserve interest rate increases?  Mike’s session will explore implications of key economic developments, potential credit union responses and prospects for future success.

9:30 – 9:45 a.m.

BREAK

9:45 – 11:00 a.m.

CLOSING GENERAL SESSION – The Pancake Principle

Patrick Henry, Author and Keynoter Speaker, Burlington, NC

Like making perfect pancakes, creating an extraordinary customer experience requires preparation, skill, focus, patience and timing.

In Patrick’s book, The Pancake Principle, seventeen sticky ways to make your customers flip for you, Patrick shows how to create excellence in business and in life. We all have customers. Whether we are in sales or education, HR or administration, the ones who rise to the top are the ones who can turn customers into fans.

11:15 a.m. –

Thank you to attendees

Lisa Baron, Chair, CUNA HR & Organizational Development Council