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23rd Annual CUNA HR & Organizational Development Council Conference

Paris Las Vegas | Las Vegas, NV | April 19 – 22, 2017

Agenda

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Time
Session
 
Noon – 7:30 p.m.

CONFERENCE REGISTRATION

2:00 – 5:00 p.m.

PRECONFERENCE WORKSHOP – Aligning Your Human Capital Plan for the Millennial Workforce

Scott Sadler, Millennial Expert and Executive Coach

It is a new world in life and business. Organizations are struggling to find, retain and promote top talent and sometimes just any talent all!

There are a few things that must be addressed in this new paradigm. In this intensive breakout session, we will discuss some of these ways and take a journey from the global perspective to the day to day details and impacts this shift is having with a focus on the opportunities and benefits that are also available from this change as it is thrust upon us.

The costs of turnover and training is exploding. Organizations must engage in a different way that produces longer employment engagement in a staff member and creates an atmosphere that breeds success for all.

We will seek to define the issue or issues. A problem named is a problem solved.

5:15 – 6:00 p.m.

FIRST-TIME ATTENDEE ORIENTATION

6:00 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area

6:00 - 7:30 p.m.

WELCOME RECEPTION – Meet your Sponsors

Time
Session
 
7:30 a.m. – 4:15 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area

7:30 - 8:15 a.m.

BREAKFAST – Visit with Sponsors

8:15 – 8:35 a.m.

WELCOME and OPENING REMARKS

8:35 – 9:35 a.m.

KEYNOTE ADDRESS – Extreme Leadership: Your Radical Leap Forward at Work and Beyond

Steve Farber, President, Extreme Leadership, Inc, Poway, CA

In this chaotic and extreme age, business leaders must demonstrate an unprecedented level of passion, determination, foresight, dedication, and fearlessness. In this wildly popular speech, leadership speaker, Steve Farber, shows you how to use the LEAP framework – Love, Energy, Audacity and Proof to radically improve your organization and your life. In this energetic and insightful program, you will discover how to…

  • Harness fear and use it to your advantage
  • Use the power of the heart to achieve the extraordinary at work
  • Inspire yourself and others to change the world you live in
  • Earn your customers’ and employees’ love and loyalty
  • Keep yourself and others passionately engaged in the work at hand—even in troubled or difficult times
9:35 – 9:45 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:45 - 10:45 a.m.

Millennial Mayhem, Learn How to Attract Them and Retain Them! (session does not repeat)

Scott Sadler, Millennial Expert and Executive Coach, Portland, OR

As of 2014 for the first time in history there are five generations in the workforce. There has never been a more diverse group of people that come from such vastly different values, educations, and economic and social backgrounds.

Millennials currently represent 27% of the workforce and by 2020 that number is expected to be as high as 49%.

As Baby Boomers ponder retirement, the Mature Generation wonders how much longer they can work, Gen X wonders why they are not being discussed at all, Millennials learn to adapt to their roles and Generation Z is just learning what it means to enter the workforce. There are many opportunities for developing a healthy understanding of our beliefs from being raised in different eras and to see how these beliefs are communicated and honored in fairness to all. This is critical knowing when employing Millennials.

9:45 - 10:45 a.m.

Explore the New World of Labor and Employment Law: A Survey of Things Past and Future (session repeats)

Bret Yaw, Attorney, FordHarrison LLC, Orlando, FL

This is a high-intensity, high-content presentation focused on exploring significant labor and employment law changes in 2016, as well as expected changes under a new presidential administration. Attendees will learn about significant court decisions, administrative rules and regulations, executive orders, state law changes, and so much more.

 

9:45 - 10:45 a.m.

The Emerged Role of the HR/OD Executive: Closing the Gap (session repeats)

Deedee Myers, PhD, MSC, PCC, CEO, DDJ Myers, Ltd., Phoenix, AZ

The role of the human resources executive is slowly emerging and evolving in credit unions. The average credit union mindset is seriously behind in fulfilling the organization needs to be a systematically sustainable competitive offer for top talent. The human resources function has evolved to more than the day to day management of processes to a strategic orientation of human capital talent management. Yet a fair amount of CEOs hold HR as synonymous with benefits, second line of defense w/ employee issues, and keeping the organization in compliance w/ labor laws. Moving from a reactionary perspective to a continuous talent development perspective requires a certain mindset, expertise, and a role that has a seat at C-Suite table. Deedee shares a perspective on what is needed in a culture and leadership mindset to be a successful recruitment magnet for top talent.

10:45 – 11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 a.m. – 12:15 p.m.

Inspiring Staff through Recognition and Rewards (session does not repeat)

Angela Prestil, Director Business Development, Credit Union National Association, Madison, WI

Once upon a time, employees stayed for life and we celebrated them with a gold pocket watch as they retired after 45 years in the same position. Flash forward to 2017 and the story is much different. Employees crave a sense of purpose, daily feedback, career opportunities and interesting work. We all know why it’s important to recognize our staff – so let’s learn how to do it right. We’ll explore what the top companies are doing differently to make a difference for their employees and how that translates to our world.

Take care of your people by engaging them, aligning them to your strategy, and recognizing outstanding achievements in the moment. Done right, your employees will find it unimaginable to leave. Best of all, you’ll delight your members and make them loyal, raving fans of your credit union. And you’ll never look back to the old-school way of engaging employees again.

 

11:15 a.m. – 12:15 p.m.

Explore the New World of Labor and Employment Law: A Survey of Things Past and Future (session repeats)

Bret Yaw, Attorney, FordHarrison LLC, Orlando, FL

This is a high-intensity, high-content presentation focused on exploring significant labor and employment law changes in 2016, as well as expected changes under a new presidential administration. Attendees will learn about significant court decisions, administrative rules and regulations, executive orders, state law changes, and so much more.

11:15 a.m. – 12:15 p.m.

The Emerged Role of the HR/OD Executive: Closing the Gap

Deedee Myers, PhD, MSC, PCC, CEO, DDJ Myers, Ltd., Phoenix, AZ

The role of the human resources executive is slowly emerging and evolving in credit unions. The average credit union mindset is seriously behind in fulfilling the organization needs to be a systematically sustainable competitive offer for top talent. The human resources function has evolved to more than the day to day management of processes to a strategic orientation of human capital talent management. Yet a fair amount of CEOs hold HR as synonymous with benefits, second line of defense w/ employee issues, and keeping the organization in compliance w/ labor laws. Moving from a reactionary perspective to a continuous talent development perspective requires a certain mindset, expertise, and a role that has a seat at C-Suite table. Deedee shares a perspective on what is needed in a culture and leadership mindset to be a successful recruitment magnet for top talent.

 

12:15 – 1:30 p.m.

MEMBERSHIP LUNCHEON (open to all attendees and sponsors)

1:30 – 1:40 p.m.

PASS TIME TO BREAKOUT SESSIONS

1:40 – 2:40 p.m.

Developing an HR Strategic Plan (session repeats)

Dr. Lynn Walker, Principal, Walker Management Psychologists, Maryland Heights, MO

All strategic planning needs context and a foundation from which to work, especially HR strategic planning. This session will explore the elements of a highly effective HR strategic planning process and how to align and integrate it with an organization's needs and performance objectives.

1:40 – 2:40 p.m.

Increasing Your Emotional Intelligence (At Work + At Home) (session repeats)

Sarah Hernholm, Founder/President, WIT – Whatever it Takes, San Diego, CA

Attendees will leave with tangible tools to cultivate greater Emotional Intelligence within themselves and those around them. This is a participation workshop - more focus on you doing and learning. You will get a deeper understanding on what Emotional Intelligence is and how it connects to a more productive and satisfying work and personal life.  In 60 minutes, you will learn how being an even more effective leader is directly connected to your personal emotional intelligence.

1:40 – 2:40 p.m.

Bite-Size Learning in a Traditional Training World

Treion Muller, VP Digital Solutions, TwentyEighty, Farmington, UT
Colleen VanDyke, Director Product Development, Omega Performance, Arlington, VA

When given the choice, learners will choose mobile abstracts over books, YouTube DIY over lecture, online single-point lessons over instructor-led training (ILT), and JIT mobile reinforcement over daylong training. Treion will share bite-size principles reinforced by brain science, irrefutable research, and current reality to show what the future of learning looks like.  You will learn how to apply digital MicroLearning principles to your existing ILT courses and other forms of traditional training. And together we’ll troubleshoot your traditional training challenges and come up with bite-size solutions.

2:40 – 3:10 p.m.

NETWORKING BREAK – Visit with Sponsors

3:10 – 3:20 p.m.

PASS TIME TO BREAKOUT SESSIONS

3:20 – 4:20 p.m.

Developing an HR Strategic Plan

Dr. Lynn Walker, Principal, Walker Management Psychologists, Maryland Heights, MO

All strategic planning needs context and a foundation from which to work, especially HR strategic planning. This session will explore the elements of a highly effective HR strategic planning process and how to align and integrate it with an organization's needs and performance objectives.

3:20 – 4:20 p.m.

Increasing Your Emotional Intelligence (At Work + At Home)

Sarah Hernholm, Founder/President, WIT – Whatever it Takes, San Diego, CA

Attendees will leave with tangible tools to cultivate greater Emotional Intelligence within themselves and those around them. This is a participation workshop - more focus on you doing and learning. You will get a deeper understanding on what Emotional Intelligence is and how it connects to a more productive and satisfying work and personal life.  In 60 minutes, you will learn how being an even more effective leader is directly connected to your personal emotional intelligence.

3:20 – 4:20 p.m.

Bite-Size Learning in a Traditional Training World

Treion Muller, VP Digital Solutions, TwentyEighty, Farmington, UT

When given the choice, learners will choose mobile abstracts over books, YouTube DIY over lecture, online single-point lessons over instructor-led training (ILT), and JIT mobile reinforcement over daylong training. Treion will share bite-size principles reinforced by brain science, irrefutable research, and current reality to show what the future of learning looks like.  You will learn how to apply digital MicroLearning principles to your existing ILT courses and other forms of traditional training. And together we’ll troubleshoot your traditional training challenges and come up with bite-size solutions.

5:00 – 7:00 p.m.

SOCIAL EVENT

Join us for an evening of fun – Vegas style! We’ll have abundant food and beverages along with entertainment. Random “chip” drawings will also take place during the evening. It promises to be enjoyable for all. And, we will leave plenty of time for you to check out the nightlife of Las Vegas. Guests may join you at this event at no charge.

Time
Session
 
7:30 a.m. – 3:45 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area

7:30 - 8:15 a.m.

BREAKFAST – Visit with Sponsors

8:15 – 8:30 a.m.

MORNING ANNOUNCEMENTS

8:30 – 9:30 a.m.

GENERAL SESSION – Workplace 20/20

Barbara Mistick, President, Wilson College, Chambersburg, PA

Dr. Barbara Mistick, President of Wilson College and founder of Mobility, Inc., offers her surefire ways to avoid becoming obsolete and enhance your career by anticipating the needs for tomorrow's workplace.

 

9:30 – 9:40 a.m.

PASS TIME TO BREAKOUT SESSIONS

9:40 – 10:20 a.m.

Quality of Hire: Drilling Down on the Quality of Your Hiring Practices (session repeats)

Deb Cohen, Ph.D, President, Deb Cohen, LLC, McLean, VA

HR Metrics are critically important for HR professionals to use and understand. Quality of hire can be a subjective metric and one with many differences between employer formulas. This session will explore that nuances and important issues related to measures and metrics and will drill down on ways you can capture and investigate Quality of Hire (QoH) issues.

 

9:40 – 10:20 a.m.

Turning up the Volume on Engagement: The Impact of an Engaged Workforce and How You Can Get One (session repeats)

Erin Wood, Leadership and Organization Development Consultant, ADVISA, Carmel, IN

From research think tanks like Gallup, Aberdeen Group, and Deloitte to professional societies like Society for Human Resource Management and Society for Industrial and Organizational Psychology, there has been a significant amount of buzz surrounding engagement at work. An engaged employee is a consistently high performer who is committed to the organization and willingly invests in his or her talent and discretionary effort. People who are engaged typically describe themselves as approaching their work with vigor, feelings of dedication, and having feeling absorbed in their work. Even without considering the research on this topic, this description makes obvious how having an engaged workforce is an inherently positive quality. People who are engaged give more of themselves at work, they have a sense of loyalty, and are a positive force of energy in the workplace.

Engaged employees make for a more enjoyable workplace; and for most of us who spend the majority of our daytime hours at work, this can have a huge impact on quality of life. But engagement at work is about more than just feeling good. Attracting and retaining high performing employees can make or break the success of an organization. Highly engaged high performers contribute to an organization’s attractiveness to talent, competitiveness in the market, and ultimately the bottom line.

9:40 – 10:20 a.m.

Is the Traditional Corporate University Dead? (session does not repeat)

Juliann Chapman, Twinstar CU, Lacey, WA
Suzanne Oliver, SVP Talent & Member Development, Mountain America CU, West Jordan, UT


Juliann and Suzanne have over 25 years (combined) experience in managing corporate universities. In this session they will share the structure of their universities, lessons learned, best practices, and the future of corporate universities. If you are curious about what a corporate university is, wonder if it’s right for your credit union, or want to find out if your corporate university will survive the modern learner, then this session is for you.

10:40 – 11:10 a.m.

NETWORKING BREAK – Visit with Sponsors

11:10 – 11:20 a.m

PASS TIME TO BREAKOUT SESSIONS

11:20 a.m. – 12:20 p.m.

Quality of Hire: Drilling Down on the Quality of Your Hiring

Deb Cohen, Ph.D, President, Deb Cohen, LLC, McLean, VA

HR Metrics are critically important for HR professionals to use and understand. Quality of hire can be a subjective metric and one with many differences between employer formulas. This session will explore that nuances and important issues related to measures and metrics and will drill down on ways you can capture and investigate Quality of Hire (QoH) issues.

11:20 a.m. – 12:20 p.m.

Turning up the Volume on Engagement: The Impact of an Engaged Workforce and How You Can Get One

Erin Wood, Leadership and Organization Development Consultant, ADVISA, Carmel, IN

From research think tanks like Gallup, Aberdeen Group, and Deloitte to professional societies like Society for Human Resource Management and Society for Industrial and Organizational Psychology, there has been a significant amount of buzz surrounding engagement at work. An engaged employee is a consistently high performer who is committed to the organization and willingly invests in his or her talent and discretionary effort. People who are engaged typically describe themselves as approaching their work with vigor, feelings of dedication, and having feeling absorbed in their work. Even without considering the research on this topic, this description makes obvious how having an engaged workforce is an inherently positive quality. People who are engaged give more of themselves at work, they have a sense of loyalty, and are a positive force of energy in the workplace.

Engaged employees make for a more enjoyable workplace; and for most of us who spend the majority of our daytime hours at work, this can have a huge impact on quality of life. But engagement at work is about more than just feeling good. Attracting and retaining high performing employees can make or break the success of an organization. Highly engaged high performers contribute to an organization’s attractiveness to talent, competitiveness in the market, and ultimately the bottom line.

11:20 a.m. – 12:20 p.m.

Stretch: How to Future-Proof Yourself for Tomorrow’s Workplace

Barbara Mistick, President, Wilson College, Chambersburg, PA

Continue the conversation with Dr. Barbara Mistick with some practical tips that you can implement in your workplace now to stay relevant at work.

12:20 – 1:20 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 tropics. It’s easy – just pick a table topic that interests you and join the discussion. Feel free to move around to several tables if you’d like.

1:20 – 1:30 p.m.

PASS TIME TO BREAKOUT SESSIONS

1:30 – 2:30 p.m.

5 Things Retirement Plan Fiduciaries Need to Know to Stay Out of Hot Water (session repeats)

Scott D. Knapp, CFA®, Managing Principal – Investment Consulting, CUNA Mutual Fiduciary Consultants, Madison, WI

Major regulatory changes have raised the standard for advising 401(k) assets, increasing the risk of fines for plan providers and sponsors. Furthermore, litigation is now targeting smaller plans for breach of fiduciary duty for their 401(k) plans. Hear from an industry expert about the actions credit unions can take to avoid the increasing trends of retirement plan fines and litigation.

1:30 – 2:30 p.m.

You CAN Build your Internal Leadership Bench Strength – Let’s Do It Together (session repeats)

Kristin Davidson, Training & Development Manager, Consumers CU, Kalamazoo, MI

Learn how our three tiered in house leadership program was designed to build bench strength in mentoring through management.  I will share our lessons learned, our tips, how we did this designed, developed and implemented the program.  We will also work on building out framework for you to get started and take to your credit union.

 

1:30 – 2:30 p.m.

Back to the Future with Performance Management (session repeats)

Amy Carter, Talent Development Specialist, Eastman CU, Kingsport, TN
Mark Millwood, HR Director, Eastman CU, Kingsport, TN
Carol Cross, VP HR, Eastman CU, Kingsport, TN


Employee development at Eastman Credit Union has always focused on continuous coaching and development, but its latest cloud based iteration encourages each employee to take charge of their own career by creating an online profile complete with a resume, key accomplishments, volunteer hours, interests and goals.

2:30 – 3:00 p.m.

NETWORKING BREAK – Sponsor drawings

3:00 – 3:10 p.m.

PASS TIME TO BREAKOUT SESSIONS

3:10 – 4:10 p.m.

5 Things Retirement Plan Fiduciaries Need to Know to Stay Out of Hot Water

Scott D. Knapp, CFA®, Director of Investment Strategy, CUNA Mutual Fiduciary Consultants, Madison, WI

Major regulatory changes have raised the standard for advising 401(k) assets, increasing the risk of fines for plan providers and sponsors. Furthermore, litigation is now targeting smaller plans for breach of fiduciary duty for their 401(k) plans. Hear from an industry expert about the actions credit unions can take to avoid the increasing trends of retirement plan fines and litigation.

 

3:10 – 4:10 p.m.

You CAN Build your Internal Leadership Bench Strength – Let’s Do It Together

Kristin Davidson, Training & Development Manager, Consumers CU, Kalamazoo, MI

Learn how our three tiered in house leadership program was designed to build bench strength in mentoring through management.  I will share our lessons learned, our tips, how we did this designed, developed and implemented the program.  We will also work on building out framework for you to get started and take to your credit union.

 

3:10 – 4:10 p.m.

Back to the Future with Performance Management

Amy Carter, Talent Development Specialist, Eastman CU, Kingsport, TN
Mark Millwood, HR Director, Eastman CU, Kingsport, TN
Carol Cross, VP HR, Eastman CU, Kingsport, TN


Employee development at Eastman Credit Union has always focused on continuous coaching and development, but its latest cloud based iteration encourages each employee to take charge of their own career by creating an online profile complete with a resume, key accomplishments, volunteer hours, interests and goals.

 

4:10 – 11:59 p.m.

EVENING – On Your Own

Time
Session
 
8:00 - 8:30 a.m.

BREAKFAST

8:30 - 9:30 a.m.

GENERAL SESSION – Designing Credit Union Culture for High Performance

Tansley Stearns, Chief Impact Officer, Filene, Madison, WI

The culture of an organization takes on many shapes and definitions. But one thing we know is certain: organizations with “strong” cultures – well-defined values, words and actions that actually uphold those values and behaviors that encourage the staff to come along in the journey – have greater success in tangible measures like ROI, net income, sales growth and cash flow.

We’ll guide you through a Center of Excellence for Organizational Entrepreneurship report from a Filene Research Fellow and Harvard Business School professor that outlines the opportunities for credit unions to foster high-performance cultures.  We’ll also look at organizations that are already doing it right. And yes, stealing their ideas and successes are highly encouraged.

9:30 - 9:45 a.m.

NETWORKING BREAK

9:45 - 10:45 a.m.

CLOSING GENERAL SESSION – ALL IN

Gian Paul Gonzalez, Public Speaker & Motivator, Union City, New Jersey

Gian Paul Gonzalez uses the concept of “ALL IN” to challenge audience members to examine their lives at work, with family and in the community and how they can become fully committed and take it to the next level of commitment. He uses dynamic examples and interactive stories to illustrate his points. Gian Paul outlines the steps that need to be taken to be “ALL IN”. At the start of each session, Gian Paul shows a brief video piece that was shown on national TV about the impact of his ALL IN speech on the N.Y. Giants before they went on to win their last Super Bowl.

Gian Paul has adapted his motivational and inspirational talk for all age groups and he speaks honestly on each level whether at a middle or high school or to CEOS of a corporation. At the conclusion of each program, Gian Paul challenges everyone to be committed in their own lives-to go ALL IN. He provides blank poker chips for each participants so that they can initial and keep as a symbol of their personal commitment as the Giants football team used this analogy to reach not only the pinnacle of football success, but personal success as well.

11:00 – 11:30 p.m.

THANK YOU TO ATTENDEES

HR and Organizational Development Council Chair