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21st Annual CUNA HR/TD Council Conference

2015 Loews Hotel | Hollywood, CA | April 22 – 25

Agenda

Time
Session
 
Noon – 7:30 p.m.

CONFERENCE REGISTRATION OPEN

2:00 - 5:00 p.m.

Employment Law Update

PRECONFERENCE WORKSHOP (separate fee required)

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

Looking Back at 2014 and Ahead to 2015: What a year it has been and what a year it is likely to be. During this presentation, you will learn about the significant judicial, regularly, and statutory changes that rolled out in 2014, and we will discuss the proposed changes that we may or may not see in 2015, given the mid-term election results. We will discuss in detail the Supreme Court's important decisions of 2014, and preview the HR related cases that will be decided in 2015. We will also discuss various Federal statutory initiatives and continue to focus our sights on our increasingly emboldened administrative agencies.

2:00 - 5:00 p.m.

OnBoarding: Let the Employee Engagement Begin!

PRECONFERENCE WORKSHOP (separate fee required)

Beverly Purtell, Management Consultant, Marlborough, MA
Carolyn White, Training Manager, Sesloc FCU, San Luis Obispo, CA

Sponsored by Credit Union Resources, Inc.

Onboarding begins when the candidate accepts your offer of employment, intensifies in the first month, and continues throughout the first year of hire to ensure your new employee embraces your organization and thrives.  This takes thought, individuality, creativity, planning, teamwork, and follow-through.  Are you up to the challenge?   Join us to create an OnBoarding plan for your credit union.  All you have to gain is engaged employees… who in turn engage others. Let the Onboarding begin.

5:30 – 6:00 p.m.

FIRST-TIME ATTENDEE ORIENTATION

Open to all first time conference attendees...

6:00 p.m.

WELCOME CENTER OPENS

Conference Registration

Sponsor Area

6:00 p.m.

WELCOME RECEPTION – Meet your Sponsors

Time
Session
 
7:30 a.m. – 4:15 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

Bob Davis, SVP Human Resources, VyStar CU, Jacksonville, FL

8:35 – 9:35 a.m.

Engagement and Culture

KEYNOTE ADDRESS

Jackie Freiberg, Motivational Speaker and Author, San Diego, CA

Sponsored by Best Upon Request

What if your company had a reputation for being the BEST PLACE, where the BEST PEOPLE, can do their BEST WORK? We’re talking serious competitive advantage!

You can deliver on the brand promise you make to your employees; it means creating a place where impassioned people come to work fully awake, fully engaged and committed to driving growth.

We’ll unpack Southwest Airlines’ crazy, yet very purposeful recipe for creating one of the most productive workforces in the world with 37 consecutive years of profitability. The greatest success story in the history of commercial aviation boasts a culture in which 35,000+ people are fully committed and inspired to achieve extremely high productivity, service, safety and financial objectives. This is an exciting, behind-the-scenes look into an all-American, yet globally recognized brand that will help you create your own blueprint for success.

9:35 – 9:45 a.m.

PASS TIME TO BREAKOUTS

9:45 - 10:45 a.m.

Getting The C-Suite’s Attention: 7 Strategies for Transforming from HR Leader to Business Leader

BREAKOUT SESSION (session repeats)

Jennifer McClure, President, Unbridled Talent LLC, West Chester, OH

Sponsored by Mountain America Credit Union

The one thing that your CEO and CFO know? A business leader’s strategic importance is never measured by their position on the organization chart. It’s measured by results. Yet HR Leaders often struggle to articulate how they contribute to the success of strategic initiatives. The key to getting the C-suite’s attention? Translate critical HR responsibilities to the bottom-line and quantify results. In this session, you’ll learn 7 areas where HR must lead to ensure competitive advantage create maximum impact – and get noticed.

9:45 - 10:45 a.m.

Emotional Intelligence Your #1 Success Factor

BREAKOUT SESSION (session repeats)

Crystal Jonas, President, Tap Your Genius, Inc., Colorado Springs, CO

Sponsored by Mountain America Credit Union

Bottom line: Scientists have PROVEN that the higher your EQ (that’s Emotional Intelligence, kinda like people skills, only even more powerful and important) the more you easily earn:

* Money
* Respect
* Admiration
* Loyalty
* Friendships

Great News!  No matter how wonderful you are already, you can always tweak your EQ and get that much more of the good stuff that makes life and work wonderful and rewarding. Join us to find out how!

9:45 - 10:45 a.m.

Wage and Hour Nightmares

BREAKOUT SESSION (session repeats)

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

Sponsored by United Federal Credit Union

Big Scary Risks and How to Avoid Them": Running afoul of wage and hour regulations can be costly. To avoid litigation, employers must ensure that their companies' wage/hour policies and procedures are compliant with the Fair Labor Standards Act as well as state wage/hour statutes. The following topics will be addressed during this must attend presentation:  (1) Common Mistakes That Lead to FLSA Litigation and DOL Investigations; (2) Overview of Minimum Wage Requirements; (3) Overview of Overtime Regulations; (4) Independent Contractor Determination; (5) Tips for Surviving DOL Investigations; and (6) Preventative Measures to Avoid or Mitigate FLSA Liability.

10:45 –11:15 a.m.

NETWORKING BREAK

Sponsored by Travitor Learning Management Software

11:15 a.m. – 12:15 p.m.

Getting The C-Suite’s Attention: 7 Strategies for Transforming from HR Leader to Business Leader

BREAKOUT SESSION

Jennifer McClure, President, Unbridled Talent LLC, West Chester, OH

Sponsored by hubbub health

The one thing that your CEO and CFO know? A business leader’s strategic importance is never measured by their position on the organization chart. It’s measured by results. Yet HR Leaders often struggle to articulate how they contribute to the success of strategic initiatives. The key to getting the C-suite’s attention? Translate critical HR responsibilities to the bottom-line and quantify results. In this session, you’ll learn 7 areas where HR must lead to ensure competitive advantage create maximum impact – and get noticed.

11:15 a.m. – 12:15 p.m.

Emotional Intelligence Your #1 Success Factor

BREAKOUT SESSION

Crystal Jonas, President, Tap Your Genius, Inc., Colorado Springs, CO

Sponsored by United Federal Credit Union

Bottom line: Scientists have PROVEN that the higher your EQ (that’s Emotional Intelligence, kinda like people skills, only even more powerful and important) the more you easily earn:

* Money
* Respect
* Admiration
* Loyalty
* Friendships

Great News!  No matter how wonderful you are already, you can always tweak your EQ and get that much more of the good stuff that makes life and work wonderful and rewarding. Join us to find out how!

11:15 a.m. – 12:15 p.m.

Wage and Hour Nightmares

BREAKOUT SESSION

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

Sponsored by People Perspectives LLC

Big Scary Risks and How to Avoid Them": Running afoul of wage and hour regulations can be costly. To avoid litigation, employers must ensure that their companies' wage/hour policies and procedures are compliant with the Fair Labor Standards Act as well as state wage/hour statutes. The following topics will be addressed during this must attend presentation:  (1) Common Mistakes That Lead to FLSA Litigation and DOL Investigations; (2) Overview of Minimum Wage Requirements; (3) Overview of Overtime Regulations; (4) Independent Contractor Determination; (5) Tips for Surviving DOL Investigations; and (6) Preventative Measures to Avoid or Mitigate FLSA Liability.

12:15 – 1:30 p.m.

MEMBERSHIP LUNCH (open to all attendees and sponsors)

1:30 – 1:40 p.m.

PASS TIME TO BREAKOUTS

1:40 – 2:40 p.m.

Strategic Thinking

BREAKOUT SESSION (session repeats)

Loraine Catlett, Training & Performance Specialist, SWBC, San Antonio, TX

Sponsored by O’Rourke & Associates

Effective training can lead to greater results! In this session we will review some of the best practices from in and around the training and development field. We will also discuss what Credit Union leaders need to be thinking about when creating and implementing training programs for the future and how to get greater results from their staff. Effective training can lead to greater results! In this session we will review some of the best practices from in and around the training and development field. We will also discuss what credit union leaders need to be thinking about when creating and implementing training programs for the future and how to get greater results from their staff.

1:40 – 2:40 p.m.

The Role of the Manager in Impacting Employee Engagement

BREAKOUT SESSION (session repeats)

Kerry Liberman, President, People Perspective, Bainbridge Island, WA

Sponsored by hubbub health

Multiple studies measuring employee engagement have consistently found that the #1 predictor of employee engagement is the employee’s direct supervisor. If an employee has an effective supervisor, he/she is likely to be much more engaged than his/her colleagues with less effective supervisors. This not only impacts the employee’s productivity and service to your members, but also the credit union’s bottom line. In this presentation, we will explore the impact that the supervisor has on employee engagement, as well as strategies for improving supervisory performance in order to enhance engagement levels of staff.

1:40 – 2:40 p.m.

Create a Culture of Internal Service Excellence through Service Level Agreements

BREAKOUT SESSION (session repeats)

Amy Forcier – Pabst, EVP Member Experience, Royal Credit Union, Eau Claire, WI

Create a culture of accountability, collaboration, and continuous improvement to drive an organizational commitment to be better tomorrow than you are today.  Start developing and driving internal service level agreements across your organization to really drive excellence and accountability turning leaders and team members into advocates for the members and each other.  No more excuses, only the drive to the best!

2:40 – 3:10 p.m.

NETWORKING BREAK – Visit with Sponsors

Sponsored by BalancedComp, LLC

3:10 – 3:15 p.m.

PASS TIME TO BREAKOUTS

3:15 – 4:15 p.m.

Strategic Thinking

BREAKOUT SESSION

Loraine Catlett, Training & Performance Specialist, SWBC, San Antonio, TX

Sponsored by O’Rourke & Associates

Effective training can lead to greater results! In this session we will review some of the best practices from in and around the training and development field. We will also discuss what Credit Union leaders need to be thinking about when creating and implementing training programs for the future and how to get greater results from their staff. Effective training can lead to greater results! In this session we will review some of the best practices from in and around the training and development field. We will also discuss what credit union leaders need to be thinking about when creating and implementing training programs for the future and how to get greater results from their staff.

3:15 – 4:15 p.m.

The Role of the Manager in Impacting Employee Engagement

BREAKOUT SESSION

Kerry Liberman, President, People Perspective, Bainbridge Island, WA

Multiple studies measuring employee engagement have consistently found that the #1 predictor of employee engagement is the employee’s direct supervisor. If an employee has an effective supervisor, he/she is likely to be much more engaged than his/her colleagues with less effective supervisors. This not only impacts the employee’s productivity and service to your members, but also the credit union’s bottom line. In this presentation, we will explore the impact that the supervisor has on employee engagement, as well as strategies for improving supervisory performance in order to enhance engagement levels of staff.

3:15 – 4:15 p.m.

Create a Culture of Internal Service Excellence through Service Level Agreements

BREAKOUT SESSION

Amy Forcier – Pabst, EVP Member Experience, Royal Credit Union, Eau Claire, WI

Create a culture of accountability, collaboration, and continuous improvement to drive an organizational commitment to be better tomorrow than you are today.  Start developing and driving internal service level agreements across your organization to really drive excellence and accountability turning leaders and team members into advocates for the members and each other.  No more excuses, only the drive to the best!

5:00 p.m.

SOCIAL EVENT

Co-Sponsored by CUNA Mutual Group and Digital Benefit Advisors

Join us in the Welcome Center for networking and fun!  We’ll have a great photo booth where you can take some fun photos with your fellow conference attendees.  In addition to the photo booth, we’ll have two local caricature artists on hand to capture your likeness on paper!  Food and beverages will also be available for all.  Before the end of the evening, we’ll do a grand prize drawing for one lucky winner.Join us in the Welcome Center for networking and fun!  We’ll have a great photo booth where you can take some fun photos with your fellow conference attendees.  In addition to the photo booth, we’ll have two local caricature artists on hand to capture your likeness on paper!  Food and beverages will also be available for all.  Before the end of the evening, we’ll do a grand prize drawing for one lucky winner.Join us in the Welcome Center for networking and fun!  We’ll have a great photo booth where you can take some fun photos with your fellow conference attendees.  In addition to the photo booth, we’ll have two local caricature artists on hand to capture your likeness on paper!  Food and beverages will also be available for all.  Before the end of the evening, we’ll do a grand prize drawing for one lucky winner.

Time
Session
 
7:30 a.m. – 4:00 p.m.

WELCOME CENTER OPEN

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.

Credit Union Industry Update

GENERAL SESSION

Diana Dysktra, President/CEO, CA/NV CU League, Ontario, CA

Diana Dykstra will share her unique perspective on the industry and regulatory environment. She's seen it from all sides—as a lending professional, a credit union CEO, and now as President/CEO of the California/Nevada Credit Union Leagues. Be prepared to engage in a dialogue about what is (and isn't) happening in the credit union movement and the good, bad, and ugly of the current regulatory environment.

9:30 – 9:40 a.m.

PASS TIME TO BREAKOUTS

9:40 – 10:40 a.m.

Making the Business Case for Building Effective Business Leaders

BREAKOUT SESSION (session repeats)

Jennifer McClure, President, Unbridled Talent LLC, West Chester, OH

Great leaders can turn underperforming companies into success stories; however poor leaders can ruin even the best business plan. This program covers the critical steps necessary to create and sell a business case for an effective Leadership Development Program.

9:40 – 10:40 a.m.

How Better Employee Health Means Better Business

BREAKOUT SESSION (session repeats)

  • Brian Berchtold, VP Sales & Marketing, Hubbub Health, Portland, OR
  • Barbara Cecil, PHR, Director of Human Resources, Maps Credit Union, Salem, OR
  • Nicole Colgan, HR/Employment Development Director, TwinStar CU, Lacey, WA

Sponsored by CU Benefits Alliance

Leadership buy-in, tight budgets, employee engagement, ROI – the challenges of starting and sustaining new wellness programs can feel daunting. Fortunately, one way to successfully overcome these barriers and avoid stumbling blocks is to start small.

Credit unions that take those first incremental steps – down the road less traveled – often find that success builds on success. Organizational culture change happens one employee at a time and the ROI won’t come overnight. It takes time for habits to take hold and staff health to improve. Your credit union peers will share how they implemented a successful wellness program, engaged employees and focused on short-term returns for long-term benefits.

 

9:40 – 10:40 a.m.

Emerging HR Technologies and How They are Changing the HR Landscape for the Better

BREAKOUT SESSION (session repeats)

Sponsored by Workday

Christopher Fisher, Vice President, CU People, Inc., Houston, TX

Come explore how technology innovations are changing the world of Human Resources as we know it.  Discuss the impact emerging technologies are having on traditional HR processes, and how credit unions are responding to the demands of millennials.  We will review specific applications related to digital talent acquisition, performance management trends, and tools to increase employee engagement, including wearable technologies.  Learn how technology can help attract and retain young talent, as well, as streamline and automate your HR processes.  Learn how your credit union can begin the process of building a technology roadmap and develop your long term HR technology strategy.  

10:40 – 11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 a.m. – 12:15 p.m.

Making the Business Case for Building Effective Business Leaders

BREAKOUT SESSION

Jennifer McClure, President, Unbridled Talent LLC, West Chester, OH

Great leaders can turn underperforming companies into success stories; however poor leaders can ruin even the best business plan. This program covers the critical steps necessary to create and sell a business case for an effective Leadership Development Program.

11:15 a.m. – 12:15 p.m.

How Better Employee Health Means Better Business

BREAKOUT SESSION

  • Brian Berchtold, VP Sales & Marketing, Hubbub Health, Portland, OR
  • Barbara Cecil, PHR, Director of Human Resources, Maps Credit Union, Salem, OR
  • Nicole Colgan, HR/Employment Development Director, TwinStar CU, Lacey, WA

Leadership buy-in, tight budgets, employee engagement, ROI – the challenges of starting and sustaining new wellness programs can feel daunting. Fortunately, one way to successfully overcome these barriers and avoid stumbling blocks is to start small.

Credit unions that take those first incremental steps – down the road less traveled – often find that success builds on success. Organizational culture change happens one employee at a time and the ROI won’t come overnight. It takes time for habits to take hold and staff health to improve. Your credit union peers will share how they implemented a successful wellness program, engaged employees and focused on short-term returns for long-term benefits.

 

11:15 a.m. – 12:15 p.m.

Emerging HR Technologies and How They are Changing the HR Landscape for the Better

BREAKOUT SESSION

Sponsored by Workday

Christopher Fisher, Vice President, CU People, Inc., Houston, TX

Come explore how technology innovations are changing the world of Human Resources as we know it.  Discuss the impact emerging technologies are having on traditional HR processes, and how credit unions are responding to the demands of millennials.  We will review specific applications related to digital talent acquisition, performance management trends, and tools to increase employee engagement, including wearable technologies.  Learn how technology can help attract and retain young talent, as well, as streamline and automate your HR processes.  Learn how your credit union can begin the process of building a technology roadmap and develop your long term HR technology strategy.  

12:15 – 1:15 p.m.

NETWORKING LUNCH

1:15 – 2:15 P.M.

It’s Time to Rethink the Goals of your Retirement Plan

BREAKOUT SESSION (session repeats)

Scott Knapp, Managing Principal - Investment Consulting, CUNA Mutual Group, Madison, WI

As a fiduciary or administrator of your retirement plan, your list of priorities for your credit union’s defined contribution retirement plan probably goes something like this:

  • Provide a competitive program that helps you attract and retain quality employees.
  • Control the plan’s expenses.
  • Meet your fiduciary duties to monitor the program’s investment performance and ensure that the plan is legally compliant.

We feel these are important, but you’re missing out on more important measurements of success.  Find out what these goals are, why they matter so much, how you can measure them, and, most importantly, how you can achieve them.   You’ll improve the happiness of your employees and see improved productivity.

1:15 – 2:15 P.M.

Keys to Branding Your Culture

BREAKOUT SESSION (session repeats)

Rich Jones, President/CEO, Leading2Leadership LLC, Tucson, AZ

The final mile of culture enhancement is to create a differentiated and branded member experience. In this session attendees will learn strategies and tactics that can be implemented immediately to create a culture that brings the organization’s mission, vision, purpose, promise and brand to every touch point with the member and between employees.

1:15 – 2:15 P.M.

Best Practices from a Successful Sales and Service Culture

BREAKOUT SESSION (session repeats)

Tami Rechtenbach, VP Member Services, Dupaco Community CU, Dubuque, IA

Dupaco Community Credit Union has developed a high-performing sales culture that has resulted in consistent and rapid growth. Take a journey with the Dupaco staff to learn about the tools they use to motivate and inspire the staff to want to be successful in sales. You’ll discuss:

  • How the sales culture is introduced to new employees (recruiting process, on-boarding program and corporate culture training)
  • How to keep current employees engaged and motivated to sell (incentive structure, contests, other communication/motivation methods)
  • What we measure, how we measure, accountability and incentive structure
  • Tips on coaching and utilizing branch sales coaches, in-house sales/service training programs and online training
2:15 – 3:00 p.m.

NETWORKING BREAK – Sponsor drawings

3:00 – 4:00 p.m.

It’s Time to Rethink the Goals of your Retirement Plan

BREAKOUT SESSION

Scott Knapp, Managing Principal - Investment Consulting, CUNA Mutual Group, Madison, WI

As a fiduciary or administrator of your retirement plan, your list of priorities for your credit union’s defined contribution retirement plan probably goes something like this:

  • Provide a competitive program that helps you attract and retain quality employees.
  • Control the plan’s expenses.
  • Meet your fiduciary duties to monitor the program’s investment performance and ensure that the plan is legally compliant.

We feel these are important, but you’re missing out on more important measurements of success.  Find out what these goals are, why they matter so much, how you can measure them, and, most importantly, how you can achieve them.   You’ll improve the happiness of your employees and see improved productivity.

3:00 – 4:00 p.m.

Keys to Branding Your Culture

BREAKOUT SESSION

Rich Jones, President/CEO, Leading2Leadership LLC, Tucson, AZ

The final mile of culture enhancement is to create a differentiated and branded member experience. In this session attendees will learn strategies and tactics that can be implemented immediately to create a culture that brings the organization’s mission, vision, purpose, promise and brand to every touch point with the member and between employees.

3:00 – 4:00 p.m.

Best Practices from a Successful Sales and Service Culture

BREAKOUT SESSION

Tami Rechtenbach, VP Member Services, Dupaco Community CU, Dubuque, IA

Dupaco Community Credit Union has developed a high-performing sales culture that has resulted in consistent and rapid growth. Take a journey with the Dupaco staff to learn about the tools they use to motivate and inspire the staff to want to be successful in sales. You’ll discuss:

  • How the sales culture is introduced to new employees (recruiting process, on-boarding program and corporate culture training)
  • How to keep current employees engaged and motivated to sell (incentive structure, contests, other communication/motivation methods)
  • What we measure, how we measure, accountability and incentive structure
  • Tips on coaching and utilizing branch sales coaches, in-house sales/service training programs and online training
4 p.m. and after

EVENING - On Your Own

Time
Session
 
8:00 – 11:00 a.m.

WELCOME CENTER OPEN

Conference Registration

Sponsor Area

8:00 - 8:30 a.m.

BREAKFAST

8:30 - 9:30 a.m.

Opportunities for Collaboration with the Foundation

Gigi Hyland, Executive Director, National Credit Union Foundation, Washington, DC

Most folks may only know the National Credit Union Foundation for one thing – the Herb Wegner Dinner or disaster relief efforts. But, the Foundation offers a robust suite of resources, information, and expertise around financial capability. With a mission to serve as a catalyst to improve people’s financial lives through credit unions, the Foundation is a perfect partner for credit union HR/TD professionals on financial education for employees, encouraging savings, teaching employees about the credit union difference and many other topics.”

9:45 - 10:45 a.m.

Using Humor to Maximize Employee Contributions

CLOSING SESSION

Jim Jelinske, Owner, Creative Education Services,  

In this presentation, participants learn how to use positive and appropriate humor to build a sense of commonalty among a diverse workforce, to illuminate problems and spark creativity. Participants will learn how to establish a rapport that diffuses the tension and stress that can develop in any workplace. You'll discover how to use humor to boost energy and productivity, while empowering your staff to actually enjoy their jobs! They may soon be saying TGIM - Thank Goodness It's Monday!

10:45 a.m.

Thank you to attendees

Bob Davis, SVP Human Resources, VyStar CU, Jacksonville, FL