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19th Annual CUNA HR/TD Council Conference April 21-24, 2013 Grand Californian Hotel | Anaheim, Calif.

2013 Grand Californian Hotel | Anaheim, CA | April 21-24

Agenda

Time
Session
 
Noon - 7:30 p.m.

CONFERENCE REGISTRATION OPEN

2:00 - 5:00 p.m.

2013 Employment Law Update

PRE-CONFERENCE WORKSHOP (separate fee required)

Aaron Zandy, FordHarrison, Orlando, FL

Sponsored by Credit Union Resources Inc.

Labor, Employment, and Human Resource Law Update: Preparing for the Wild & Wacky Year Ahead: As we begin a second term under the Obama Administration, 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 also provide attendees with not only an understanding of the important changes, but will also provide practical, common-sense advice for employers to utilize in navigating through the changes.

5:30 - 6:00 p.m.

FIRST-TIME ATTENDEE ORIENTATION

We invite all conference first-time attendees to join us at this event. Meet the HR/TD Council executive committee and find out what our conference is all about.

6:00 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Displays

6:00 - 7:30 p.m.

WELCOME RECEPTION - Meet Your Sponsors

Sponsored by JMFA Executive Search Group

Open to ALL attendees

Time
Session
 
7:30 a.m. - 6:00 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Area

7:30 - 8:15 a.m.

BREAKFAST

Visit with Sponsors

8:15– 8:35 a.m.

WELCOME and OPENING REMARKS

Includes a short intro of each sponsor

8:35– 9:35 a.m.

What Makes the Generations Tick and What Ticks Them Off

KEYNOTE SESSION

Anna Liotta, Author, Speaker, Consultant, Seattle, WA

Sponsored by Baker & Daboll, LLC

Challenging times give great organizations a chance to shine and leap ahead of the competition. With four generations meeting in the workforce for the first time in history, leaders are challenged daily to find ways to meet each generation's unique set of values, attitude, beliefs, expectations and demands. In this high energy, action pack presentation Anna Liotta will share Generationally Savvy Communication Solutions that help you turn the generations diverse needs from obstacles into opportunities. Participants will take away new inspiration and ideas to turn the Generational Mix into a competitive advantage.

9:35– 9:45 a.m.

PASS TIME TO BREAKOUTS

9:45– 10:45 a.m.

Solving the Mystery Behind Conducting a

BREAKOUT SESSION (session repeats)

Aaron Zandy, Partner, FordHarrison, Orlando, FL

Want to solve the mysterious whodunit? Was it Mary in the break room with a stapler? Or was it Bob in the cubicle with a keyboard? Want to earn your HR Detective Badge? Through this high-intensity, high content presentation, brave and fearless attendees will learn about deduction, problem solving, and other critical HR detective skills on their search for the ever-elusive, "flawless" investigation. HR sleuths will be challenged to breakthrough and develop creative, strategic thinking skills on important investigative elements such as deciding when to investigate, choosing an investigator/detective, interviewing, gathering evidence, following up on clues, evaluating and deducting a plot or motive from the evidence, documenting the investigation, taking action and following up. Go with your hunch and attend this critically important (and very fun) presentation; all alibis for non-attendees will be closely scrutinized.

9:45– 10:45 a.m.

Train the Trainer

BREAKOUT SESSION (session repeats)

Julie ann Wessinger, National Director Client Performance Strategies, Integrity Solutions, Lutz, FL

Sponsored by Missoula FCU

This breakout will focus on the value to utilizing a “train the trainer” program and how to use Subject Matter Experts (SMEs) within the organization to expand training resources and impact. Topics will include the benefits and challenges of enlisting a T3 concept as well as how to support it with Subject Matter Experts. Review of how to present the necessity and objectives for the training ask, how to engage the SMEs and their sponsors/managers in devoting time to this effort, how to select SMEs, how to work with SMEs to create content delivery that "feels" consistent across the organization, and helping SMEs understand adult learning principles. Creating value with SMEs in your organization to create and deliver training programs.

9:45– 10:45 a.m.

Sparking Innovation in Your Credit Union

Shari Storm, SVP, Verity CU, Seattle, WA

Sponsored by OM Financial Group

How can you encourage a culture of innovation within you credit union? It starts with identifying innovative people and nurturing their talents. What should you look for to spot innovation? Learn how to cultivate helpful innovation at your credit union as well as three ways you can make yourself and your team more innovative.

10:45– 11:15 a.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by Travitor Learning Management Software

11:15 a.m. - 12:15 p.m.

Solving the Mystery Behind Conducting a

BREAKOUT SESSION (session repeats)

Solving the Mystery Behind Conducting a "Flawless" Workplace Investigation - An HR Attorney's Perspective
Aaron Zandy, Partner, FordHarrison, Orlando, FL

Want to solve the mysterious whodunit? Was it Mary in the break room with a stapler? Or was it Bob in the cubicle with a keyboard? Want to earn your HR Detective Badge? Through this high-intensity, high content presentation, brave and fearless attendees will learn about deduction, problem solving, and other critical HR detective skills on their search for the ever-elusive, "flawless" investigation. HR sleuths will be challenged to breakthrough and develop creative, strategic thinking skills on important investigative elements such as deciding when to investigate, choosing an investigator/detective, interviewing, gathering evidence, following up on clues, evaluating and deducting a plot or motive from the evidence, documenting the investigation, taking action and following up. Go with your hunch and attend this critically important (and very fun) presentation; all alibis for non-attendees will be closely scrutinized.

11:15 a.m. - 12:15 p.m.

Train the Trainer

BREAKOUT SESSION

Julie ann Wessinger, National Director Client Performance Strategies, Integrity Solutions, Lutz, FL

Sponsored by Missoula FCU

This breakout will focus on the value to utilizing a “train the trainer” program and how to use Subject Matter Experts (SMEs) within the organization to expand training resources and impact. Topics will include the benefits and challenges of enlisting a T3 concept as well as how to support it with Subject Matter Experts. Review of how to present the necessity and objectives for the training ask, how to engage the SMEs and their sponsors/managers in devoting time to this effort, how to select SMEs, how to work with SMEs to create content delivery that "feels" consistent across the organization, and helping SMEs understand adult learning principles. Creating value with SMEs in your organization to create and deliver training programs.

11:15 a.m. - 12:15 p.m.

Sparking Innovation in Your Credit Union

BREAKOUT SESSION

Shari Storm, SVP, Verity CU, Seattle, WA

Sponsored by OM Financial Group

How can you encourage a culture of innovation within you credit union? It starts with identifying innovative people and nurturing their talents. What should you look for to spot innovation? Learn how to cultivate helpful innovation at your credit union as well as three ways you can make yourself and your team more innovative.

12:15– 1:30 p.m.

MEMBERSHIP LUNCHEON

(Open to all attendees and sponsors)

Sponsored by BalancedComp, LLC

1:30 - 1:40 p.m.

PASS TIME TO BREAKOUTS

1:40– 2:40 p.m.

The HUNT for RED HOT Emerging Leaders in Today's CUs: The Six W's and How

BREAKOUT SESSION (session repeats)

Todd Uterstaedt, President/CEO, Baker and Daboll, LLC, Cincinnati, OH

Sponsored by CUNA Management School

  • Why you are challenged to find these emerging leaders?
  • What you should look for in an emerging leader - Characteristics and motivations of an emerging leader
  • Where you should look for these emerging leaders - Looking for leaders in all the right places: the front office, the back office, and members
  • When are you likely to get a glimpse of an emerging leader - When to keep your eyes peeled - Also, keeping an eye out for late bloomers
  • Who are these emerging leaders?
  • Women: why are women the future of CU leadership?
  • How - coaxing potential leaders to emerge and be known - Activities that encourage leaders to emerge
1:40– 2:40 p.m.

Employee Benefits Evolution: The Future is Clear

BREAKOUT SESSION (session repeats)

Mike Evert, Employee Groups Benefit Manager, CUNA Mutual Group, Madison, WI

Sponsored by CUNA Salary & Compensation Reports

Employee benefits plans are almost a century old--predating minimum wage, mandatory overtime, the 5-day work week, even most child labor laws.  By 1970 two-thirds of workers with coverage received their health benefits through their employer.

Today, with the influences of the Affordable Care Act, we see a dramatic shift from defined benefits to defined contributions in regards to health care delivery. We continue to see growth of consumer driven healthcare, exchanges, true group insurance offers and more.

2:40- 3:10 p.m.

NETWORKING BREAK

Visit with Sponsors
 

3:10- 3:15 p.m.

PASS TIME TO BREAKOUTS

3:15- 4:15 p.m.

The HUNT for RED HOT Emerging Leaders in Today's CUs: The Six W's and How

BREAKOUT SESSION

Todd Uterstaedt, President/CEO, Baker and Daboll, LLC, Cincinnati, OH

Sponsored by CUNA Management School

  • Why you are challenged to find these emerging leaders?
  • What you should look for in an emerging leader - Characteristics and motivations of an emerging leader
  • Where you should look for these emerging leaders - Looking for leaders in all the right places: the front office, the back office, and members
  • When are you likely to get a glimpse of an emerging leader - When to keep your eyes peeled - Also, keeping an eye out for late bloomers
  • Who are these emerging leaders?
  • Women: why are women the future of CU leadership?
  • How - coaxing potential leaders to emerge and be known - Activities that encourage leaders to emerge
3:15- 4:15 p.m.

Employee Benefits Evolution: The Future is Clear

BREAKOUT SESSION

Mike Evert, Employee Groups Benefit Manager, CUNA Mutual Group, Madison, WI

Sponsored by CUNA Salary & Compensation Reports

Employee benefits plans are almost a century old--predating minimum wage, mandatory overtime, the 5-day work week, even most child labor laws.  By 1970 two-thirds of workers with coverage received their health benefits through their employer.

Today, with the influences of the Affordable Care Act, we see a dramatic shift from defined benefits to defined contributions in regards to health care delivery. We continue to see growth of consumer driven healthcare, exchanges, true group insurance offers and more.

1:40– 2:40 p.m.

Employee Energy: Managing the Productive Power of People

BREAKOUT SESSION

Bruce Barge, Partner, Talent Management, Mercer, Inc., Los Angeles, CA

Sponsored by Mercer, Inc.

Like athletes, employees can increase performance through greater awareness and management of their personal energy levels.  Learn how leading companies are helping employees measure "energy" and thereby improve performance and engagement at work.  You will learn:

  • The difference between employee “engagement” and “energy”.
  • What personal and organizational factors affect employee energy.
  • How to measure and manage energy to promote top performance over time. 
4:15 - 6:00 p.m.

SOCIAL/NETWORKING EVENT

Sponsored by CUNA Mutual Group

9:40 – 10:40 a.m.

Adult Learning Principles

BREAKOUT SESSION

Julie ann Wessinger, National Director Client Performance Strategies, Integrity Solutions, Lutz, FL

Sponsored by CUNA CPDOnline

This breakout will review the following areas: Understanding different types of learners (auditory, visual, kinesthetic, etc.) and designing/delivering training to simultaneously reach all audiences; recognizing and appreciating the adult learner's desire to guide their own learning experiences; how to ensure transfer of learning, diagnose when it is and isn't being transferred, and how to resolve same (such as, is it a lack of content understanding, time to practice, cultural norms, lack of managerial support, etc.); and quality control activities to ensure sustainment of knowledge, skills and abilities to protect ROI. We will look at examples and best practices in this area.

9:20 - 10:20 a.m.

Recruitment: Trends, Process and your Culture

BREAKOUT SESSION

Heather Toro, Senior Director Executive Search, O'Rourke & Associates, San Francisco, CA
Jean Venus Marrow, Director Executive Search, O'Rourke & Associates, San Francisco, CA

Recruiting for your organization doesn't just start with posting a vacancy. An organization has to view recruiting from a 360 degree approach to ensure they understand hiring trends, evaluating their internal hiring process, along with ensuring that their culture is one that continues to be attractive for their current and future employees. This session will be both informative and interactive; one that will allow for you to help your organization continue to recruit and attract the best talent to move your organization forward.

Time
Session
 
1:40– 2:40 p.m.

Employee Energy: Managing the Productive Power of People

BREAKOUT SESSION

Bruce Barge, Partner, Talent Management, Mercer, Inc., Los Angeles, CA

Sponsored by Mercer, Inc.

Like athletes, employees can increase performance through greater awareness and management of their personal energy levels.  Learn how leading companies are helping employees measure "energy" and thereby improve performance and engagement at work.  You will learn:

  • The difference between employee “engagement” and “energy”.
  • What personal and organizational factors affect employee energy.
  • How to measure and manage energy to promote top performance over time.
7:30 - 4:30 p.m.

WELCOME CENTER OPEN

Conference Registration
Sponsor Displays

7:30 - 8:15 a.m.

BREAKFAST

Visits with Sponsors

8:15 - 8:30 a.m.

MORNING ANNOUNCEMENTS

8:30 - 9:30 a.m.

Reality-Based Leadership™: Ditch the Drama, Restore Sanity to the Workplace and Turn Excuses into Results

GENERAL SESSION

Cy Wakeman, Keynote Speaker and Thought Leader, Omaha, NE

Sponsored by Halogen Software

These are challenging times in our businesses today. In leadership, we must become willing to admit that the ways in which we have taught leaders to lead over the years is simply not working. These times are calling for a new type of leader, one who can bring peace, sanity, and results back to the workplace! In this session, Cy rocks audiences as she teaches the key principles of her new wave of Reality-Based Leadership™

9:30 - 9:40 a.m.

PASS TIME TO BREAKOUTS

9:40 – 10:40 a.m.

How to Build a Balanced Score Card for Executive, Exempt and Non- Exempt Variable Pay Plans

BREAKOUT SESSION

Christie Summervill, CEO, Balanced Comp, Wichita, KS

Sponsored by Desert Schools FCU

In this session Christie will review key trends in variable pay and then build a Balanced Score card for the executive, exempt and non-exempt level that they can take home with them. Participants will leave with the median percentages for these groups for each asset size.

9:20 - 10:20 a.m.

Recruitment: Trends, Process and your Culture

BREAKOUT SESSION (session repeats)

Heather Toro, Senior Director Executive Search, O'Rourke & Associates, San Francisco, CA
Jean Venus Marrow, Director Executive Search, O'Rourke & Associates, San Francisco, CA

Recruiting for your organization doesn't just start with posting a vacancy. An organization has to view recruiting from a 360 degree approach to ensure they understand hiring trends, evaluating their internal hiring process, along with ensuring that their culture is one that continues to be attractive for their current and future employees. This session will be both informative and interactive; one that will allow for you to help your organization continue to recruit and attract the best talent to move your organization forward.

10:40 - 11:10 a.m.

NETWORKING BREAK

Visit with Sponsors

Sponsored by Integrity Solutions

11:10 - 11:15 a.m.

PASS TIME TO BREAKOUTS

11:15 a.m. –12:15 p.m.

How to Build a Balanced Score Card for Executive, Exempt and Non- Exempt Variable Pay Plans

BREAKOUT SESSION

Christie Summervill, CEO, Balanced Comp, Wichita, KS

Sponsored by Desert Schools FCU

In this session Christie will review key trends in variable pay and then build a Balanced Score card for the executive, exempt and non-exempt level that they can take home with them. Participants will leave with the median percentages for these groups for each asset size.

11:15 a.m. –12:15 p.m.

Adult Learning Principles

BREAKOUT SESSION

Julie ann Wessinger, National Director Client Performance Strategies, Integrity Solutions, Lutz, FL

Sponsored by CUNA CPDOnline

This breakout will review the following areas: Understanding different types of learners (auditory, visual, kinesthetic, etc.) and designing/delivering training to simultaneously reach all audiences; recognizing and appreciating the adult learner's desire to guide their own learning experiences; how to ensure transfer of learning, diagnose when it is and isn't being transferred, and how to resolve same (such as, is it a lack of content understanding, time to practice, cultural norms, lack of managerial support, etc.); and quality control activities to ensure sustainment of knowledge, skills and abilities to protect ROI. We will look at examples and best practices in this area.

12:15 - 1:15 p.m.

NETWORKING LUNCH

1:15 - 1:20 p.m.

PASS TIME TO BREAKOUTS

1:20 - 2:20 p.m.

What is Your Return on Investment?

BREAKOUT SESSION (session repeats)

Angela Prestil, Director, Sales Culture Development, Credit Union National Association, Madison, WI
Jayne Hitman, Performance Consultant/Speaker, Credit Union National Association, Aliso Viejo, CA

Sponsored by BECU

Another session on ROI? Yawn! “To calculate ROI, the benefit of an investment is divided by the cost of the investment; the result is expressed as a percentage or a ratio”. Yes, yawn! Let’s get beyond the numbers and figure out what successful programs deliver to the key stakeholders at your credit union.(Like your boss and the CEO!) We’ll discover how to figure out whether expectations are exceeded; that’s return on your investment!

1:20 - 2:20 p.m.

Health Care Reform: 2014 & Beyond - Are you Prepared?

BREAKOUT SESSION (session repeats)

Brad Pricer, Compensation Manager, CUNA Mutual Group, Madison, WI

2014 is a critical year in regards to Health Care Reform's compliance requirements and potential opportunities for your credit union.  In the wake of the November elections, as well as the Supreme Court decision upholding Health Care Reform, it's imperative that you stay on top of these requirements, and that your health plan strategy for your employees is well informed and takes advantage of potential areas that could provide savings or better overall coverage.

The health care reform law signed in March 2010 has already profoundly changed how many credit unions administer group benefit plans. But the most sweeping regulatory changes in the law's requirements will come in 2014 and beyond. Or, maybe the next legislative cycle will turn the new regulations inside-out. In either case, you need to do more than just react to legislation. You need to understand what's ahead, what the impact is and how to prepare for it.

1:20 - 2:20 p.m.

Competency Modeling for a Competitive Edge

BREAKOUT SESSION (session repeats)

Jay Larson, Lominger Solutions Advisor, Korn/Ferry International, Minneapolis, MN 

Sponsored by Mountain America CU

In this session we will explore what competencies are and how, through art & science, competencies serve as the foundation of your unique Talent Management Program. We will take a look at normative and performance data for the financial services industry to get an idea what behaviors, skills and attributes are common and which ones can help you align to your organizations' strategic goals - and reach them faster.

2:20 - 2:50 p.m.

NETWORKING BREAK

Sponsor drawings

Sponsored by CUNA Training Bundle

2:50 - 3:00 p.m.

PASS TIME TO BREAKOUTS

3:00 - 4:00 p.m.

What is Your Return on Investment?

BREAKOUT SESSION

Angela Prestil, Director, Sales Culture Development, Credit Union National Association, Madison, WI
Jayne Hitman, Performance Consultant/Speaker, Credit Union National Association, Aliso Viejo, CA

Sponsored by BECU

Another session on ROI? Yawn! “To calculate ROI, the benefit of an investment is divided by the cost of the investment; the result is expressed as a percentage or a ratio”. Yes, yawn! Let’s get beyond the numbers and figure out what successful programs deliver to the key stakeholders at your credit union.(Like your boss and the CEO!) We’ll discover how to figure out whether expectations are exceeded; that’s return on your investment!

3:00 - 4:00 p.m.

Health Care Reform: 2014 & Beyond - Are you Prepared?

BREAKOUT SESSION

Brad Pricer, Compensation Manager, CUNA Mutual Group, Madison, WI

2014 is a critical year in regards to Health Care Reform's compliance requirements and potential opportunities for your credit union.  In the wake of the November elections, as well as the Supreme Court decision upholding Health Care Reform, it's imperative that you stay on top of these requirements, and that your health plan strategy for your employees is well informed and takes advantage of potential areas that could provide savings or better overall coverage.

The health care reform law signed in March 2010 has already profoundly changed how many credit unions administer group benefit plans. But the most sweeping regulatory changes in the law's requirements will come in 2014 and beyond. Or, maybe the next legislative cycle will turn the new regulations inside-out. In either case, you need to do more than just react to legislation. You need to understand what's ahead, what the impact is and how to prepare for it.

3:00 - 4:00 p.m.

Competency Modeling for a Competitive Edge

BREAKOUT SESSION

Jay Larson, Lominger Solutions Advisor, Korn/Ferry International, Minneapolis, MN 

Sponsored by Mountain America CU

In this session we will explore what competencies are and how, through art & science, competencies serve as the foundation of your unique Talent Management Program. We will take a look at normative and performance data for the financial services industry to get an idea what behaviors, skills and attributes are common and which ones can help you align to your organizations' strategic goals - and reach them faster.

4:00 - 4:45 p.m.

NETWORKING RECEPTION

Visit with your sponsors

Evening

ON YOUR OWN

ON YOUR OWN

Time
Session
 
8:00 - 11:00 a.m.

WELCOME CENTER

Conference Registration
Sponsor Displays

8:00 - 8:30 a.m.

BREAKFAST

Visit with Sponsors

8:30 - 9:30 a.m.

Industry Update

Bill Cheney, President/CEO, Credit Union National Association, Washington, DC

With credit unions at a turning point, Mr. Cheney will deliver sensible leadership advice as he discusses the state of our industry.  This session will provide an overview of what's happening in Washington, DC that will undoubtedly impact credit union operations and bottom lines for years to come.

9:45 - 11:00 a.m.

Disney's Approach to Selection, Training & Engagement

CLOSING GENERAL SESSION

Training & Engagement
Bruce Kimbrell, Site Leader, Disney Institute West Coast, Anaheim, CA

Sponsored by D. Hilton Associates Inc.

Does a customer remember a product or a person? When Walt Disney determined that people remember people, he had hit upon an essential business truth that led to immediate and sustained success. At Disney, the mission of small teams is aligned with the mission of the larger organizational culture to create a seamless experience. So while there may be thousands of job classifications, there will always be one common goal: Guest satisfaction. We believe that in any business, an organization's human resource culture is central to long-term success.

11:00 a.m.

In Closing

In Closing

Suzanne Oliver, SVP Educational Services/CLO, Mountain America FCU, West Jordan, UT