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22nd Annual CUNA HR & Organizational Development Council Conference

Rosen Centre Hotel | Orlando, FL | April 10-13, 2016

Agenda

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Time
Session
 
Noon – 7:30 p.m.

CONFERENCE REGISTRATION

2:00 – 5:00 p.m.

PRECONFERENCE WORKSHOP

Attracting and Retaining Top Performers   (this event is a separate fee, add it when you register)

Richard Finnegan, Speaker, Author, & CEO, C-Suite Analytics, The Retention Firm, Longwood, FL

Sponsored by Credit Union Resources, Inc.

Credit unions should always reach towards the goal to bring the best to their organization in any economic climate, and retain them far into the future. Hiring and retaining the best talent is critical to your credit unions long term success. Because top talent will always be in demand, it is critical that your credit union has a strategy built around finding, recruiting, and retaining the very best. In this Preconference Workshop you will receive great ideas and takeaways from industry expert Dick Finnegan on how to tackle these important issues. You will gain additional insight into talent acquisition and answer more questions on how to get your credit unions top performers to stay.

 

5:30 – 6:00 p.m.

FIRST-TIME ATTENDEE ORIENTATION

6:00 p.m.

WELCOME CENTER OPENS

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

Shift Your Brilliance: Harness the Power of You

Simon Bailey, Leadership Imagineer and Author, Orlando, FL

Sponsored by Advanced Reporting

Are you waiting for your company or organization to do something? Well, guess what—they are waiting for you to take ownership. The adult daycare center is closed and you are now responsible for developing yourself and producing results.

Business change is moving at the speed of light and to keep pace, your organization needs you to be your own career architect. But what is driving this line of thinking? Technology clearly is playing the biggest role. McKinsey & Company forecasts that by 2025, automation technology innovations will assume tasks now performed by 250 million knowledge workers worldwide, freeing the remaining workforce to devote time and energy to more creative pursuits.                                                              

Whether you hold a leadership position or not, repositioning yourself to revitalize your role within your current team or company is a powerful tool for professional development and rapid career growth. You will learn Simon Bailey’s strategies for staying relevant in every economy.                                   

                        

9:35 – 9:45 a.m.

PASS TIME TO BREAKOUTS

9:45 - 10:45 a.m.

How to Be the Person Who Gets It, Demonstrates It, and Brings it Out in Others (Session Repeats)

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

Sponsored by hubbub health

Accountability is something everybody wants…..for others! Too often, people talk about accountability, but don’t seem to have a clear idea about what it looks like, how to achieve it themselves and how to inspire it in others.

This interactive program has engaging processes that will remove the blinders and let you see when you can ramp up your standards and do an even better job at holding yourself accountable. And, equally important, you’ll receive insights into how to ignite a spark in those you lead so they eager embrace accountability in their own work.

9:45 - 10:45 a.m.

The Power of Stay Interviews for Engagement and Retention (session repeats)

Richard Finnegan, Speaker, Author, & CEO, C-Suite Analytics, The Retention Firm, Longwood, FL

Sponsored by Rivermark Community Credit Union

For decades, organizations have struggled to find clear solutions to better engage and retain their best employees. At some point does it make sense to say, "Why don't we just ask them?" Well, we do ask them. We ask them through engagement surveys, opinion surveys, climate surveys, and exit surveys. We survey online, over the phone, and with live and recorded voices. These surveys generate reports, and from reports come scores and rank orders, which then become benchmarks. From benchmarks we set goals to improve our scores on the next survey. But are they timely and effective enough to improve retention today? Retention expert Richard Finnegan proposes using a more proactive approach, the Stay Interview. Stay Interviews do three things that surveys do not. They bring information that can be used today; they give insights for engaging and retaining individual employees including top performers; and they put managers in the solution seat for developing individual stay plans. Stay Interviews represent a tool that equips managers to anticipate, learn, and solve employee concerns to the best of their abilities and while employees are still on board.

 

9:45 - 10:45 a.m.

Wage & Hour Nightmares (session repeats)

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

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
  6. Preventative Measures to Avoid or Mitigate FLSA Liability

 

10:45 –11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 a.m. – 12:15 p.m.

How to Be the Person Who Gets It, Demonstrates It, and Brings it Out in Others

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

Sponsored by hubbub health

Accountability is something everybody wants…..for others! Too often, people talk about accountability, but don’t seem to have a clear idea about what it looks like, how to achieve it themselves and how to inspire it in others.

This interactive program has engaging processes that will remove the blinders and let you see when you can ramp up your standards and do an even better job at holding yourself accountable. And, equally important, you’ll receive insights into how to ignite a spark in those you lead so they eager embrace accountability in their own work.

 

11:15 a.m. – 12:15 p.m.

The Power of Stay Interviews for Engagement and Retention

Richard Finnegan, Speaker, Author, & CEO, C-Suite Analytics, The Retention Firm, Longwood, FL

Sponsored by O'Rourke & Associates

For decades, organizations have struggled to find clear solutions to better engage and retain their best employees. At some point does it make sense to say, "Why don't we just ask them?" Well, we do ask them. We ask them through engagement surveys, opinion surveys, climate surveys, and exit surveys. We survey online, over the phone, and with live and recorded voices. These surveys generate reports, and from reports come scores and rank orders, which then become benchmarks. From benchmarks we set goals to improve our scores on the next survey. But are they timely and effective enough to improve retention today? Retention expert Richard Finnegan proposes using a more proactive approach, the Stay Interview. Stay Interviews do three things that surveys do not. They bring information that can be used today; they give insights for engaging and retaining individual employees including top performers; and they put managers in the solution seat for developing individual stay plans. Stay Interviews represent a tool that equips managers to anticipate, learn, and solve employee concerns to the best of their abilities and while employees are still on board.

 

11:15 a.m. – 12:15 p.m.

Wage & Hour Nightmares

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

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
  6. Preventative Measures to Avoid or Mitigate FLSA Liability

 

12:15 – 1:30 p.m.

MEMBERSHIP LUNCHEON

1:30 – 1:40 p.m.

PASS TIME TO BREAKOUTS

1:40 – 2:40 p.m.

HR & Organizational Development Metrics That Help Drive Success (session repeats)

Charlie Walsh, President/Managing Director, HOPS International LLC, Longwood, FL

Sponsored by Best Upon Request

Presentation Handouts:

The demand for data, metrics, analytics, and predictive analytics in HR and Organizational Development has never been greater. As HR and Organizational Development leaders, it is imperative that you understand how to be strategic by quantifying the impact of human capital on your credit union. In this session, you will learn about key metrics that will help you navigate through the world of people analytics, and in turn, make better educated decisions for your credit union based on data that will impact the bottom line.

 

1:40 – 2:40 p.m.

Embracing the Extraordinary – The Power of Diversity (session does not repeat)

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

Sponsored by BALANCE

A fun, enlightening program that will have you saying “Wow, I never knew I saw it that way!”

See for the first time how assumptions you weren’t even aware of have created barriers between you and others. When you use these tips, tools and techniques, you’ll be happier, get more done, and get along with co-workers better than ever.

Bonus: You can easily teach these ideas to your team so together you can leverage your differences and blend the best in each of you.

 

1:40 – 2:40 p.m.

Why eLearning and Gamification Are a Perfect Match (session repeats)

Hadas Kasher, VP Business Development, GamEffective, Charlotte, NC

On-going training and development, especially for on-boarding new team members is a pressing need for any credit union. Offering financial products requires knowledgeable employees and therefore an on-going need to serve learning and development materials that will help employees be more effective and engaged at work. In this talk, we will explain what gamification is, the principles of human engagement and motivation that underlie its power, and how it is applied for learning, on-boarding and performance management.

 

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.

Using Internal Feedback Programs to Create a High Performing Organization

Michelle Bloedorn, President/CEO, Member’s Loyalty Group, Chicago, IL

Sponsored by Royal Credit Union

Extraordinary member service creates long-lasting, loyal relationships. In order for employees to deliver extraordinary service, internal departments need to consistently work together well.  Michelle Bloedorn will share how leading credit unions identify the needs, wants, and expectations of the internal customers from each of the respective departments within the credit union and utilize that information to develop high performing teams. Much like external Net Promoter surveys provide constructive feedback from the members’ perspective, credit unions are finding that constructive feedback from the internal members’ perspective can drive immediate and long-term initiatives for making positive change and build a strong collaborative culture to support growth.  

She will provide tips and techniques for managing a world-class Internal Service measurement program.  She will also share results benchmarks from the credit union industry and insights on how top performers build truly collaborative internal teams.

 

3:15 – 4:15 p.m.

HR & Organizational Development Metrics That Help Drive Success

Charlie Walsh, President/Managing Director, HOPS International LLC, Longwood, FL

Presentation Handouts:
HR & Organizational Development Metrics
Strategic Component Impact Analysis
The Eternal Nightmare: Measuring Turnover

Sponsored by Best Upon Request

The demand for data, metrics, analytics, and predictive analytics in HR and Organizational Development has never been greater. As HR and Organizational Development leaders, it is imperative that you understand how to be strategic by quantifying the impact of human capital on your credit union. In this session, you will learn about key metrics that will help you navigate through the world of people analytics, and in turn, make better educated decisions for your credit union based on data that will impact the bottom line.

 

3:15 – 4:15 p.m.

Why eLearning and Gamification Are a Perfect Match

Hadas Kasher, VP Business Development, GamEffective, Charlotte, NC

On-going training and development, especially for on-boarding new team members is a pressing need for any credit union. Offering financial products requires knowledgeable employees and therefore an on-going need to serve learning and development materials that will help employees be more effective and engaged at work. In this talk, we will explain what gamification is, the principles of human engagement and motivation that underlie its power, and how it is applied for learning, on-boarding and performance management.

 

5:30 – 7:00 p.m

SOCIAL EVENT - Casino Night

Co-Sponsored by CUNA Mutual Group and Digital Benefit Advisors

Join us for an evening on fun, food and your favorite casino games, sponsored by our friends at CUNA Mutual Group and Digital Benefit Advisors. This is a great time to network with your peers in a relaxed setting. Stay until the end and you could be one of the lucky winners of our prize drawing! Guests may join you at this function. 

Time
Session
 
7:30 a.m. – 4:30 p.m

WELCOME CENTER

Conference Registration

Sponsor Area

7:30 - 8:15 a.m.

BREAKFAST – Visit with Sponsors

8:15 – 8:30 a.m.

MORNING ANNOUNCEMENTS

8:30 – 9:30 a.m.

GENERAL SESSION

Be the Leader You Were Meant to Be Monday to Monday™

Stacey Hanke, Founder & Communication Expert, Stacey Hanke, Inc. Chicago, IL

You may not be as influential as you think you are!  Most of us believe if we know our topic or if we feel good we must be good.  One of the biggest mistakes we make is assuming how we feel determines how others perceive us.  This session will give you the opportunity to take a closer look at what’s really going.

Today’s fast-paced business environment requires leaders who can create impact and influence others with sound communication practices.  But in today’s world of emails and text messages, it’s easy to overlook the importance of face-to-face communication and the focus, discipline and hard work required to be influential.  

Whether you’re influencing one of your employees, delivering a presentation or facilitating a meeting how you deliver determines whether or not others see you as confident, knowledgeable and trustworthy. Without doing this effectively, you inhibit your maximum potential to: influence, increase profits and build a reputation you’re proud of Monday to Monday™.

 

9:30 – 9:45 a.m.

PASS TIME TO BREAKOUTS

9:45 – 10:45 a.m.

Making a Case for Sound Employment Practices (session repeats)

Jack Williams, Risk Management Senior Consultant, CUNA Mutual Group

Sponsored by Predictive Results

Employment issues exist in all credit unions.  Handling them appropriately can make all the difference between an easy discussion and a lawsuit.  During this session, we will discuss real-life credit union loss scenarios and examine actionable steps that you should or should not take when dealing with complicated employment issues – such as FLSA, FMLA, and whistleblower allegations.  The best way to win is to avoid a claim!

 

9:45 – 10:45 a.m.

Remote Learning Works – Panel Discussion (session repeats)

Jamie Deno, Instructional Design Manager, SchoolsFirst FCU, Santa Ana, CA
Juliann Chapman, University Administrator, TwinStar CU, Lacey, WA
Treion Muller. Chief eLearning Architect, FranklinCovey, Salt Lake City, Utah

Moderator: Carolyn Reeves, VP Learning/Development, SchoolsFirst FCU, Santa Ana, CA

Sponsored by Cornerstone OnDemand

What makes remote learning effective? What are the best ways to implement it successfully? How can credit unions better attract, develop, and retain talent using remote learning? This panel session uses case studies to illustrate examples of how two credit unions used technology to support employee development in remote locations.

 

9:45 – 10:45 a.m.

The Art of Mentoring (session does not repeat)

Stacey Hanke, Founder & Communication Expert, Stacey Hanke, Inc. Chicago, IL

Sponsored by O'Rourke & Associates

If your people are leaders, they are also mentors. Are the plays they are calling being heard, understand an acted upon? The definition of mentoring is identifying your team’s areas of improvement and having the capabilities to lead them in the direction that improves their development.

What’s in it for your members?

  •  Provide specific tools to instill workplace trust and cooperation
  •  Build a culture that craves and welcomes constructive feedback
  •  How to’s for interactive coaching to accelerate development
  •  Identify mentoring opportunities by asking questions and breaking down roadblocks

My mentoring approach will ensure that your leaders mentor with clarity and brevity while eliminating distractions and misinterpretation. Your member’s credit unions rely on them to influence by building teams that achieve results. I will teach them how to listen, provide feedback and build stronger working relationships.

 

10:45 – 11:15 a.m.

NETWORKING BREAK – Visit with Sponsors

11:15 - 11:30 a.m.

PASS TIME TO BREAKOUTS

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

Making a Case for Sound Employment Practices

Jack Williams, Risk Management Senior Consultant, CUNA Mutual Group

Employment issues exist in all credit unions.  Handling them appropriately can make all the difference between an easy discussion and a lawsuit.  During this session, we will discuss real-life credit union loss scenarios and examine actionable steps that you should or should not take when dealing with complicated employment issues – such as FLSA, FMLA, and whistleblower allegations.  The best way to win is to avoid a claim!

 

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

Remote Learning Works – Panel Discussion

Jamie Deno, Instructional Design Manager, SchoolsFirst FCU, Santa Ana, CA
Juliann Chapman, University Administrator, TwinStar CU, Lacey, WA
Treion Muller. Chief eLearning Architect, FranklinCovey, Salt Lake City, Utah

Moderator: Carolyn Reeves, VP Learning/Development, SchoolsFirst FCU, Santa Ana, CA

Sponsored by Cornerstone OnDemand

What makes remote learning effective? What are the best ways to implement it successfully? How can credit unions better attract, develop, and retain talent using remote learning? This panel session uses case studies to illustrate examples of how two credit unions used technology to support employee development in remote locations.

 

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

Bench Strength: Identifying Your Organization's Next Top Talent (session does not repeat)

Amy Bauer, VP Shared Project Services, Royal CU, Eau Claire, WI

Sponsored by Royal Credit Union

Even at the most amazing workplaces, attrition happens. Has your team identified the next crop of leadership? Business continuity depends on it! Learn how $1.7B Royal Credit Union is creating and implementing its own talent review program - and the lessons we've learned for you to take back to your own organization.

 

12:30 – 1:30 p.m.

BIRDS of a FEATHER (NETWORKING LUNCH)

As the saying goes – ‘Birds of a feather flock together.’ Join us for this unique opportunity to have a discussion with your peers along shared interest 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.

1:30 – 1:45 p.m.

PASS TIME TO BREAKOUTS

1:45 – 2:45 p.m.

Pro-Active Shooter Preparedness (session repeats)

James Green, Business Continuity Program Manager, PSCU, St. Petersburg, FL

The FBI has identified 160 active shooter incidents that occurred in the U.S. between 2000 and 2013. This same study reports that 70 percent of the active shooter incidents occurred at a commercial business or an education institution. Sadly, that number continues to increase. Today, we are faced with a reality in which companies need to be prepared for what to do in the case of an active shooter entering the workplace. A better understanding of the factors involved in these incidents is crucial to helping minimize risks to employees by improving safety, security training. Incorporating active shooter training and awareness into your existing life safety program is also important.

 

1:45 – 2:45 p.m.

Solving the Mystery Behind Conducting a “Flawless” Workplace Investigation – An HR Attorney’s Perspective (session re

Aaron Zandy, Esq., Managing Partner, Ford & Harrison LLP, 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.

 

1:45 – 2:45 p.m.

Moving Credit Unions Culture Forward with Agility (session does not repeat)

Hilary Reed, Founder & Chief Strategy Officer, Empower Strategic Solutions, Yardley, PA

Sponsored by BALANCE

Is your credit union standing at the intersection of future growth and status quo? It's time to transform the organization from the inside out, and move forward with agility! This session will explain how you can use internal communications to communicate your brand, boost employee engagement, and activate a cultural transformation that supports your brand, drives results, attracts quality employees, and continues to evolve. Find out how a culture shift, if done with proper strategy, can have a positive impact on the future of your credit union.

 

2:45 - 3:15 p.m.

NETWORKING BREAK – Sponsor drawings

Sponsored by Willis Towers Watson

3:15 - 3:30 p.m.

PASS TIME TO BREAKOUTS

3:30 - 4:30 p.m.

Pro-Active Shooter Preparedness

James Green, Business Continuity Program Manager, PSCU, St. Petersburg, FL

The FBI has identified 160 active shooter incidents that occurred in the U.S. between 2000 and 2013. This same study reports that 70 percent of the active shooter incidents occurred at a commercial business or an education institution. Sadly, that number continues to increase. Today, we are faced with a reality in which companies need to be prepared for what to do in the case of an active shooter entering the workplace. A better understanding of the factors involved in these incidents is crucial to helping minimize risks to employees by improving safety, security training. Incorporating active shooter training and awareness into your existing life safety program is also important.

 

3:30 - 4:30 p.m.

Solving the Mystery Behind Conducting a “Flawless” Workplace Investigation – An HR Attorney’s Perspective

Aaron Zandy, Esq., Managing Partner, Ford & Harrison LLP, 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.

3:30 - 4:30 p.m.

Transforming Traditional Branch Locations into “Member Centers” (session does not repeat)

Willard Ross, SVP Chief Strategy and Talent Officer, Coastal FCU, Raleigh, NC -  Ross Session Presentation
Kelly Sonflieth, SPHR, SHRM-SCP, HR Director, Advantis CU, Portland, OR -  Sonflieth Session Presentation
Norma Stein, SVP Human Resources, Financial Partners CU, Downey, CA -  Stein Session Presentation
Moderator: Buddy Bennett, VP HR and Training, Cyprus FCU, West Jordan, UT

Sponsored by Rivermark Community Credit Union

Many Credit Unions have taken the challenge of transforming their locations from traditional branches in to “self- service member centers”. An experienced panel will discuss why and how they designed self-service kiosks and member stations while still providing available credit specialists to strengthen member relations and enhance the member experience.

4:30 p.m. on

EVENING - ON YOUR OWN

Time
Session
 
8:00 – 8:30 a.m.

BREAKFAST

8:30 - 9:30 a.m.

GENERAL SESSION

Economic Update

Mike Shenk, Vice President, Economics and Statistics, Credit Union National Association

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 will Federal Reserve policy 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.

CLOSING GENERAL SESSION

Cre8. Innov8. Collabor8. Thinking Beyond What You’ve Done …

Gert Garman, Director, Collaborative Design Center, Valencia College, Orlando, FL

“Creativity involves breaking out of established patterns in order to look at things in a different way.”  -- Edward de Bono

Do you find yourself caught up in a swirling river of thinking?  Doing the same things in the same ways and expecting different results?  Then, find new ways to get unstuck and river jump to get some new innovations that deliver better results for you and your organization.  This fun, interactive presentation will show you tools and methods for breaking out to get those disruptive solutions that will help you and your team move the needle! 

11:00 a.m.

Thank you to attendees

Bob Davis, SVP HR, VyStar CU, Jacksonville, FL