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20th Annual CUNA HR/TD Council Conference

2014 Westin Beach Resort and Spa | Fort Lauderdale, FL | April 26-30

Agenda

Time
Session
 
Noon - 7:30 p.m.

CONFERENCE REGISTRATION

2:00 - 5:00 p.m.

Succession Planning: A Business Necessity

PRE-CONFERENCE WORKSHOP (Additional charge of $165 for Council members and $205 for non-members)

Deborah Jeffries, PHR, CPC, Vice President, HR Answers, Inc., Tualatin, OR

~ Sponsored by Credit Union Resources, Inc.

Planning for both the foreseen and unexpected absences of people who hold key roles in an organization is a task which we as employers often avoid or engage in only in an informal manner. Without concentrated effort on this activity, known as succession planning, a business that has been successful can quickly fail if one or more of its leaders are lost. When succession planning is carefully conducted and the plan periodically reviewed, extended and costly vacancies can be avoided. Succession planning has to be a priority for every business and should be part of its strategic business plan.

This program will cover:

  • Define succession planning.
  • Ensure that the succession plan aligns and supports the broader organizational strategy, goals and objectives.
  • Identify and retain critical organizational competencies.
  • Identify succession planning approaches (and steps) that meet the specific needs of your organization.
  • Define current and future organizational needs (development plans) that are critical to organizational success.
5:30 - 6:00 p.m.

FIRST-TIME ATTENDEE ORIENTATION

6:00 - 7:30 p.m.

WELCOME RECEPTION

Meet Your Sponsors

Time
Session
 
6:45 - 7:30 a.m.

Let’s jumpstart this conference and grow healthier. together.

~Sponsored by hubbub health

hubbub invites you to shake off the jet lag and leg cramps before settling in for the CUNA HR/TD Conference. Join us Monday morning for a 3-mile, 30-minute walk along Fort Lauderdale's palm-fringed, brick-lined beachfront promenade. We'll get our hearts pumping and brains primed to elevate and achieve new levels of success. Plus, we'll enjoy some pretty sweet scenery along the way. Please wear comfy shoes and the orange t-shirt you received at conference registration.

7:30 a.m. - 4:15 p.m.

WELCOME CENTER

Conference Registration
Sponsor Displays

7:30 - 8:15 a.m.

BREAKFAST

Visit with Sponsors

~Sponsored by hubbub health

8:15 - 8:35 a.m.

WELCOME and OPENING REMARKS

Includes a short intro of each sponsor

8:35 - 9:35 a.m.

The Four Commitments of a Winning Team!

KEYNOTE SESSION

Mark Eaton, Former NBA All Star, Entrepreneur, Salt Lake City, UT

~ Sponsored by Best Upon Request

Get your Team into Action and Achieve Breakthrough Results! If you want to lead your team to greater heights in performance and achievement you need to hear Mark Eaton's story. In this high energy insightful presentation, Mark shares how he rose from auto mechanic to NBA All Star, and after twelve amazing years with the Utah Jazz reinvented himself and became a business leader, entrepreneur, radio and TV personality and subject of a soon to be released film.

Experience the excitement and drama of how he challenged himself and his beliefs and found the courage to keep going and achieve success beyond anything he thought possible. Get the inside story on what it takes to win and discover how to turn your people into winners by applying the concepts that create sports superstars to the world of business. Mark gives you proven strategies and powerful actionable ideas you can use immediately to create breakthroughs in your workplace and inspire your team to start playing a bigger game. This is a must-attend talk if you want to attain your highest leadership goals, maximize your team's potential and develop a game plan to turn every member of your organization into a peak performer!

9:35 - 9:45 a.m.

Pass Time to Breakouts

9:45 - 10:45 a.m.

Labor, Employment and Human Resource Law Update

BREAKOUT SESSION (session continues at 11:30 a.m.)

Aaron Zandy, Esq., Managing Partner, FordHarrison, Orlando, FL

~ Sponsored by People Perspectives LLC

As we approach the mid-term election year, employers must be aware of all of the changes that have been made. As well as all of the changes ahead in the important area of labor and employment law. This high-energy, high-content session will focus on discussing and evaluating the various legal changes from Congress, the Courts and the incredibly emboldened Administrative Agencies. This session will provide attendees with not only an understanding of the important changes, but will provide practical, common-sense advice for employers to utilize in navigating through the changes.

9:45 - 10:45 a.m.

Bringing Compliance Training Alive

BREAKOUT SESSION (session repeats)

Troy Pelaske, Training Manager/Compliance Officer, Orlando FCU, Orlando, FL

~ Sponsored by BECU

This session will focus on how to make mandatory compliance training both fun and informative..

9:45 - 10:45 a.m.

How To Become One of the World's Most Ethical Companies

BREAKOUT SESSION (session does not repeat)

Steve Koslow, SVP/Chief Ethics & Compliance Officer, CUNA Mutual Group, Madison, WI

Credit Unions go to great lengths to recruit and retain employees that have high values and represent the culture of the credit union. In this session, Faye will share one company's journey to develop, encourage and cultivate an award winning ethical culture and what that means for employees and customers. Most importantly, Faye will uncover how credit unions can shape their programs to foster a greater ethical culture for themselves.

10:45 - 11:15 a.m.

NETWORKING BREAK

Visit with Sponsors

~Sponsored by Travitor Media

11:15 – 11:30 a.m.

Pass time to Breakouts

11:30 a.m. - 12:30 p.m.

Labor, Employment and Human Resource Law Update

BREAKOUT SESSION (session continued from 9:45 a.m. session)

Aaron Zandy, Esq., Managing Partner, FordHarrison, Orlando, FL

As we approach the mid-term election year, employers must be aware of all of the changes that have been made. As well as all of the changes ahead in the important area of labor and employment law. This high-energy, high-content session will focus on discussing and evaluating the various legal changes from Congress, the Courts and the incredibly emboldened Administrative Agencies. This session will provide attendees with not only an understanding of the important changes, but will provide practical, common-sense advice for employers to utilize in navigating through the changes.

11:30 a.m. - 12:30 p.m.

Bringing Compliance Training Alive

BREAKOUT SESSION

Troy Pelaske, Training Manager/Compliance Officer, Orlando FCU, Orlando, FL

This session will focus on how to make mandatory compliance training both fun and informative.

11:30 a.m. - 12:30 p.m.

Investment, Insurance, or Both?

BREAKOUT SESSION (session does not repeat)

John Moreno, Sr. Executive Benefits Specialist, CUNA mutual Group, Phoenix, AZ

Family health care premiums have increased 80% over the last 10 years, and continue to rise. Credit unions may now use formerly "impermissible investments" to address both low returns and the rising cost of employee benefits. Your credit union may invest in Corporate (Bank) Owned Life Insurance arrangements, mutual funds, or stocks and bonds-with the goal of improving return on assets earmarked for an employee benefits pre-funding program.

There are potential risks you need to consider when implementing a benefits pre-funding program, as we have seen evidence of potentially imprudent action by credit unions that did not exercise proper due diligence and risk control. Learn about the types of investments that can be used to fund employee and executive benefits, and how you can maintain a strong benefits package through a program that is prudent, defensible and seeks to maintain safety and soundness for your credit union.

12:30 - 1:45 p.m.

MEMBERSHIP LUNCHEON

(Open to all attendees and sponsors)

1:45 - 2:00 p.m.

Pass time to Breakouts

2:00 - 3:00 p.m.

Why a Strategic HR Function is a Business Imperative: a CEO Panel Discussion

BREAKOUT SESSION (session repeats)

Tom Dorety, CCUE, President/CEO, Suncoast CU, Tampa, FL
John Reed, President/CEO, Maine Savings FCU, Hampden, ME
Jeff York, President/CEO, Coast Hills FCU, Lompoc, CA

Join us as three CEOs from varying size credit unions discuss their perspective on the history and value of elevating the HR function to the strategic level in their organizations. You will also have a chance to ask your questions to the CEOs.

2:00 - 3:00 p.m.

Onboarding for Success and Engagement

BREAKOUT SESSION (session does not repeat)

Deborah Jeffries, PHR, CPC, Vice President, HR Answers, Inc., Tualatin, OR

Successful new-employee on-boarding is an enthusiastic full welcome and getting them off on the right foot and fully engage. It is not just a one-day event. On-boarding well will make you stand-put amongst your competition. We will cover:

  • What is the difference between Orientation and On-boarding
  • Providing the critical information and resources a new employee needs
  • Helping make the new employee become independently productive as soon as possible
  • Helping the new employee feel secure, "fit in," and get off to a good start by understanding the organization's culture
  • Shape positive attitudes toward the organization and the job
  • And so much more...
2:00 - 3:00 p.m.

21st Century High-Performance Metrics - Measuring the Right Things

BREAKOUT SESSION (session repeats)

Charles Walsh, President, HOPS International, LLC, Longwood, FL

This session provides an overview of 21st high-performance impact areas and behaviors across 4 dimensions (Business Results, Operational Excellence, Culture, and Leadership Competency). The workshop includes an exploration of key Human Resources Strategic Impact issues and the framework for a results-driven strategic impact HR and Organizational Performance Measurement System with multiple 21st century high-performance metrics. An application toolkit provides participants with a complete approach to assess, measure, and manage the right organizational influence and impact areas affected by Human Resource Management, Cultural, and Operational policies, practices, and programs.

3:00 - 3:30 p.m.

NETWORKING BREAK

Visit with Sponsors
~ Sponsored by BalancedComp, LLC

3:30 - 3:45 p.m.

Pass time to Breakouts

3:45 - 4:45 p.m.

Why a Strategic HR Function is a Business Imperative: a CEO Panel Discussion

BREAKOUT SESSION

Tom Dorety, CCUE, President/CEO, Suncoast CU, Tampa, FL
John Reed, President/CEO, Maine Savings FCU, Hampden, ME
Jeff York, President/CEO, Coast Hills FCU, Lompoc, CA

Join us as three CEOs from varying size credit unions discuss their perspective on the history and value of elevating the HR function to the strategic level in their organizations. You will also have a chance to ask your questions to the CEOs.

3:45 - 4:45 p.m.

21st Century High-Performance Metrics - Measuring the Right Things

BREAKOUT SESSION

Charles Walsh, President, HOPS International, LLC, Longwood, FL

This session provides an overview of 21st high-performance impact areas and behaviors across 4 dimensions (Business Results, Operational Excellence, Culture, and Leadership Competency). The workshop includes an exploration of key Human Resources Strategic Impact issues and the framework for a results-driven strategic impact HR and Organizational Performance Measurement System with multiple 21st century high-performance metrics. An application toolkit provides participants with a complete approach to assess, measure, and manage the right organizational influence and impact areas affected by Human Resource Management, Cultural, and Operational policies, practices, and programs.

3:45 - 4:45 p.m.

Emotional Intelligence

BREAKOUT SESSION (session does not repeat)

Greg Stewart, PhD, LPC, Organization Development Strategist, Profiles International, Waco, TX

~ Sponsored by BECU

The topic of Emotional Intelligence (EI) has undoubtedly been thrust on the discussion tables for every HR team. However, the largest obstacle to utilizing the powerful concepts of EI has been centered around its application and integration into everyday leadership development. This session will explore ways EI has impacted the world of leadership development, as well as equip the attendee to begin utilizing it within their training and development programs. The goal will be to introduce EI, link it to leadership concepts, and practically place it into each team's HR system.

5:15 - 6:45 p.m.

Social Event - Sky Terrace

 

 

~ Sponsored by CUNA Mutual Group and Digital Benefit Advisors

Join us on the Sky Terrace for breathtaking ocean views and more networking time with your peers! After a full day of conference sessions, it's the perfect way to relax. We'll have plenty of food and drinks for you to enjoy. And, if you stay until the end you could win a great prize!

Time
Session
 
7:30 a.m. - 5:30 p.m.

WELCOME CENTER

Conference Registration
Sponsor Displays

7:30 - 8:15 a.m.

BREAKFAST

Visit with Sponsors

8:15 - 8:30 a.m.

MORNING ANNOUNCEMENTS

8:30 - 9:30 a.m.

Folding Time™: Achieve Twice As Much in Half the Time

GENERAL SESSION

Neen James, Productivity Expert and Thought Leader, Doylestown, PA

You don't have time to do everything you only have time to do everything that matters! If we can get clear about those activities that make the biggest difference to our productivity we can get more done in less time and free ourselves up to get on with whatever else we choose.

Never underestimate the freedom to choose what you work on. By ridding ourselves of obligation, poor work methods or egocentric practices we can get more done in less time. Often our work is an 'unconscious doing' rather than a 'conscious choosing'. If you need more hours in the day, work back after everyone has gone home, or find yourself taking work home almost every day then you may be stuck in a productivity trap - this keynote is for you.

9:30 - 9:45 a.m.

Pass Time to Breakouts

9:45 - 10:45 a.m.

Developing a Member-Centric Performance Management System

BREAKOUT SESSION (session repeats)

Cindy Swigert, Chief Human Resource Officer, United FCU, Saint Joseph, MI
Mark Marone, Sr. Strategy Consultant, Achieve Global, Inc., Tampa, FL

~ Sponsored by United FCU

In the financial world, as across most industries, delivering an exceptional and consistent experience to customers has become the new competitive frontier. As banking options expand for consumers and financial products become increasingly commoditized, attracting and retaining members will require Credit Unions to develop and execute an effective strategy for delivering exceptional experiences to their members, and aligning talent and organizational performance accordingly.

This session will introduce the concept of customer experience management (CEM) and the process by which Credit Unions can own their members' experience (OME) and align talent management programs appropriately. Attendees will come away with an understanding of 1) the critical role the member's experience plays in developing service level agreements and job standards, 2) the process of executing a member experience strategy including member journey mapping, and 3) how the process will inform talent and performance management programs.

9:45 - 10:45 a.m.

Leading a New Generation

BREAKOUT SESSION (session repeats)

Eric Papp, President, Results Based Seminars, LLC, Tampa, FL

"The most influential generation in history will be Generation Y." Are you concerned with the work ethic and habits of the next generation of leaders?

Are you losing money by not selling your services or products to this generation? Will your company be facing a gap in leadership in the next 5-10 years? Join Eric as he tells stories and examples of how to bridge the gap with your com-pany's next leaders. He gives ideas on how you can maximize their talents for profit.

  • Understand the mindset of Generation Y and where this sense of entitlement developed
  • Discover how Gen Y will make the workforce better
  • Identify how this generation can be loyal and work hard
9:45 - 10:45 a.m.

The Sales Culture Struggle

BREAKOUT SESSION  (session repeats)

William Nagle, SVP Professional Development, MA/NH/RI CU Leagues, Marlborough, MA

Is your credit union ready to embrace a ‘sales culture’? Or is it time to review the success of plans already implemented? Are you concerned about how your employees will accept these changes? Or concerned with how your members will react to a sales culture? Many credit unions have begun to view the value of member-contact points as opportunities to sell products and services…some with great success and some with mixed results. This session will examine some of the key components for seeding and growing a companywide focus on sales which will ultimately benefit the employees, the members and the credit union itself.

10:45 - 11:15 a.m.

NETWORKING BREAK

Visit with Sponsors

~ Sponsored by Integrity Solutions

11:15 - 11:30 a.m.

Pass time to Breakouts

11:30 a.m.- 12:30 p.m.

Developing a Member-Centric Performance Management System

BREAKOUT SESSION

Cindy Swigert, Chief Human Resource Officer, United FCU, Saint Joseph, MI
Mark Marone, Sr. Strategy Consultant, Achieve Global, Inc., Tampa, FL

~ Sponsored by United FCU

In the financial world, as across most industries, delivering an exceptional and consistent experience to customers has become the new competitive frontier. As banking options expand for consumers and financial products become increasingly commoditized, attracting and retaining members will require Credit Unions to develop and execute an effective strategy for delivering exceptional experiences to their members, and aligning talent and organizational performance accordingly.

This session will introduce the concept of customer experience management (CEM) and the process by which Credit Unions can own their members' experience (OME) and align talent management programs appropriately. Attendees will come away with an understanding of 1) the critical role the member's experience plays in developing service level agreements and job standards, 2) the process of executing a member experience strategy including member journey mapping, and 3) how the process will inform talent and performance management programs.

11:30 a.m.- 12:30 p.m.

Leading a New Generation

BREAKOUT SESSION

Eric Papp, President, Results Based Seminars, LLC, Tampa, FL

"The most influential generation in history will be Generation Y." Are you concerned with the work ethic and habits of the next generation of leaders?

Are you losing money by not selling your services or products to this generation? Will your company be facing a gap in leadership in the next 5-10 years? Join Eric as he tells stories and examples of how to bridge the gap with your com-pany's next leaders. He gives ideas on how you can maximize their talents for profit.

  • Understand the mindset of Generation Y and where this sense of entitlement developed
  • Discover how Gen Y will make the workforce better
  • Identify how this generation can be loyal and work hard
11:30 a.m.- 12:30 p.m.

The Sales Culture Struggle

BREAKOUT SESSIONS

William Nagle, SVP Professional Development, MA/NH/RI CU Leagues, Marlborough, MA

Is your credit union ready to embrace a ‘sales culture’? Or is it time to review the success of plans already implemented? Are you concerned about how your employees will accept these changes? Or concerned with how your members will react to a sales culture? Many credit unions have begun to view the value of member-contact points as opportunities to sell products and services…some with great success and some with mixed results. This session will examine some of the key components for seeding and growing a companywide focus on sales which will ultimately benefit the employees, the members and the credit union itself.

12:30 – 1:30 p.m.

NETWORKING LUNCH

NETWORKING LUNCH (Open to all attendees and sponsors)

1:30 – 1:45 p.m.

Pass time to Breakouts

1:45 – 2:45 P.M.

Instant Employee Engagement: Give 'Em What They Want

BREAKOUT SESSION (session repeats)

J. Lenora Bresler, Speaker/Author/Trainer/Coach, Bresler Training, LLC, Lakeland, FL

~Sponsored by People Perspectives LLC

After playing a Family Feud-style game in which participants are asked to identify the top seven motivators in the workplace, attendees learn specific, easy-to-implement strategies for employee engagement. These proven strategies include how to tailor recognition, maximize job satisfaction, have more enjoyable and effective communication between employee and manager, introduce appropriate fun into the workplace, optimize training opportunities, and provide for meaningful delegation. A fun and substantive program that is a sure fire win!

1:45 - 2:45 p.m.

Health Care Reform Update

BREAKOUT SESSIONS (session repeats)

Annette Bechtold, SVP Regulatory Affairs and Reform Initiatives, Digital Insurance, Atlanta, GA
Brad Pricer, Sr. Manager Product Management, CUNA Mutual Group, Madison, WI

Health Care Reform has drastically changed the way credit unions will deal with providing health care for their employees. At the end of 2013, many of the requirements for 2014 were delayed. Join us for an update on the recent changes to better understand what requirements your credit union will need to comply with now and over the next few years.

1:45 - 2:45 p.m.

Training for all size CUs - from having no trainer to having more than one trainer - Panel Discussion

BREAKOUT SESSION  (session does not repeat)

Barbara Cecil, HR Director, Maps CU, OR
Carolyn White, SPHR, Coast Hills CU, CA
Diana Wozniak, VP Human Resources, Tampa Bay FCU, Tampa, FL
Moderator Suzanne Oliver, SVP Education Services/Governmental Affairs, Mountain America CU, West Jordan, UT

~Sponsored by Mountain America Credit Union

How do you provide effective training with limited training staff or none? This session offers a panel of speakers who will provide their solutions to commonly asked questions such as:

  • How can training be delivered when you don't have a trainer?
  • How do you start building a training department?
  • What is the role of your training/education department?
  • What are other resources that can be used to supplement training?

Come ready to share your successes too so we can all learn from each other.

2:45 - 3:15 p.m.

NETWORKING BREAK

NETWORKING BREAK - Sponsor drawings

~ Sponsored by CARCO Group, Inc

3:15 - 3:30 p.m.

Pass time to Breakouts

3:30 - 4:30 p.m.

Instant Employee Engagement: Give 'Em What They Want

BREAKOUT SESSSION (session repeats)

J. Lenora Bresler, Speaker, author, trainer, coach, Bresler Training, LLC, Lakeland, FL

After playing a Family Feud-style game in which participants are asked to identify the top seven motivators in the workplace, attendees learn specific, easy-to-implement strategies for employee engagement. These proven strategies include how to tailor recognition, maximize job satisfaction, have more enjoyable and effective communication between employee and manager, introduce appropriate fun into the workplace, optimize training opportunities, and provide for meaningful delegation. A fun and substantive program that is a sure fire win!

3:30 - 4:30 p.m.

Health Care Reform Update

BREAKOUT SESSSION (session repeats)

Annette Bechtold, SVP Regulatory Affairs and Reform Initiatives, Digital Insurance, Atlanta, GA
Brad Pricer, Sr. Manager Product Management, CUNA Mutual Group, Madison, WI

Health Care Reform has drastically changed the way credit unions will deal with providing health care for their employees. At the end of 2013, many of the requirements for 2014 were delayed. Join us for an update on the recent changes to better understand what requirements your credit union will need to comply with now and over the next few years.

3:30 – 4:30 p.m.

It's About the Results We Want, Not the Initiatives We Plan

BREAKOUT SESSSION (session does not repeat)

Jack Gottlieb, President, The Total Solutions Group, Inc., Jackson, NJ

~Sponsored by Mountain America Credit Union

As the world of business and our needs continue to shift, we must understand what it really takes to translate our core initiatives into performance improvement that yields breakthrough result in member service member growth, lending, checking and financial education. We will learn and experience real time the 5-step platform it takes to do that for any c-level, project based, department or companywide initiative while driving immediate impact to one of your strategic drivers.

4:30 - 5:15 p.m.

NETWORKING RECEPTION - Visit with your sponsors

Evening

ON YOUR OWN

Time
Session
 
8:00 - 11:15 a.m.

WELCOME CENTER

Conference Registration
Sponsor Displays

7:45 - 8:30 a.m.

BREAKFAST

8:30 - 9:30 a.m.

Economic Update

GENERAL SESSION

Mike Schenk, VP Economics & Statistics, Credit Union National Assn., Madison, WI

Few times in our nation's history have we encountered economic challenges like we face today. What we all seek is information that will help prepare, enlighten and guide us as we look forward to the coming years. What's the outlook for the economy and credit unions for the next year? How long and deep will the economic slowdown be, and how will it affect credit unions as a whole and the role of operations and technology professionals? What are the best economic indicators to focus on to get a sense of "where were at" moving forward?

9:30 - 9:45 a.m.

BREAK

9:45 - 11:00 a.m.

Heroes, Villains, and Strange Old Men: Surviving This Crazy CU Life

CLOSING GENERAL SESSION

Andy Janning, President/Founder, NO NET Solutions, Brownsburg, IN

You are going approximately eleventy-billion miles an hour each day, training and developing others like a proverbial boss while trying to listen well, fight fair, resolve conflicts, build relationships, and be unbelievably awesome.

But how do you do all that? How can you keep everybody in your personal and professional lives happy while not completely burning yourself out?

This session has the answers. It will share lessons from a former credit union executive, a Nobel Peace Prize-nominated leadership development program, every movie in your Netflix queue, and a motley crew of old men. You’ll leave with practical skills to transform your credit union...and your corner of the world.

11:15 a.m.

Thank you to attendees