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2021 Schedule

Tuesday, April 20, 2021 - 10:00 – 11:00 AM CT

Sponsored by CUNA Mutual Group

Linda Nedelcoff, EVP, Chief Strategy and Human Resources Officer, CUNA Mutual Group

Amid a tightening talent market, winning over the candidates you want most is becoming increasingly difficult. The workforce has a choice. How do you make them choose you? The short answer is experience. Discover how you can disrupt the status quo and use innovative processes to drive the experience the workforce wants, expects and demands.

Tuesday, April 20, 2021 - 11:00 – 11:15 AM CT

Sponsored by Stewart Leadership

Check out the amazing sponsors in the Solutions Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.  And give a shoutout in chat on their site.

Tuesday, April 20, 2021 - 11:15 AM – 12:15 PM CT

Changing Paradigm on the Workforce of the Future

Michael Barata, Master Trainer, CultureRx®

Sean Morrison, Vice President of Human Resources, Mountain America CU

As COVID winds down and as the workplace returns to “normal,” we are quickly learning that nothing is quite normal.

In this session we will provide a framework of how to think about your return to work strategy, flexibility and what that means, explore how to move out of our old paradigm in the role of the office and start thinking differently for the future.

Get Talent-Rich Quick Through Your Employee Development Strategy

Nolan Godfrey, Executive Consultant & Coach/Texas Region Director, Stewart Leadership

Are you striving to recruit, grow, and retain the best talent? Do you want your employees to be empowered to own their own careers? If you answered yes and yes, join Nolan Godfrey for this session and walk away with practical tools you can leverage! Strategies and tools will be learned that are essential to building a talent-rich credit union. We'll cover managing their talent, walking through a 4-step career management framework, retention strategies, and ways to strengthen the HR team's talent management skills.

Next Level Your Leadership: Raise the Stakes in Your Self-Awareness

Michelle Grabicki, CEO, Luminous Leadership Group

A key trait that top leaders possess is the ability to leverage strengths and be intentional in action. Leaders with a high degree of self-awareness build trust, earn respect and lead with confidence. This session will equip you with strategies to level up your leadership. By recognizing your blind spots and tells you will improve your effectiveness and achieve greater results in your personal leadership and for your organization.

Tuesday, April 20, 2021 - 12:15 – 1:15 PM CT

Take a quick snack break and make sure to visit all our solution providers in the Marketplace.  Don’t forget to “Scan Badge” when you arrive on their page.  If you want to set up an appointment with a solution provider scroll to the bottom of their page and click on “Meeting Scheduler.”

Tuesday, April 20, 2021 - 1:15 – 2:15 PM CT

HR Design - Moving Beyond Transactional to Proactive Partner

Sponsored by Scott Benefit Services

Trent Savage, SVP/Chief Human Resources Officer, Mountain America Credit Union

Are you tired of hearing or talking about how HR needs to be more strategic and be more of a leader in the company? Want to actually make it happen? Then come and join us to gain insights into what it takes to become an influential leader. We will focus on three key areas HR needs to prioritize to be a strategic player.

Packing Your Content Toolbox For Virtual

Sharon Gregerson, Training Solutions Specialist, Royal Credit Union

Tessa Maki, Training Solutions Specialist, Royal Credit Union

This session explores free and low-cost solutions that HR and OD professionals can use to create engaging and educational content in a virtual world. With the overwhelming array of virtual presentation and learning solutions available, it’s easy to overlook simple, low-cost options that remain extremely effective.

The session will explore tools for remote live facilitation, breakout rooms, scenario simulation with avatars, and user-friendly video production. Virtual is an opportunity to up your content game – so pack your toolbox and get to work!

Tell the Complete Story of Your Training Impact with Metrics

Erin Im, VP Learning and Development, Financial Partners Credit Union

Famous last words of any business review, “Maybe they need more training?” Too often, when there is a performance gap, quick assumptions are made about training – need to change it or need more of it.  Without the right data, there is risk that an organization has an incomplete story or view of their training program impact.  Which leads to an even bigger risk that the root cause is not being addressed and time is wasted fixing something that isn’t broken.

During this session we will discuss ways to leverage performance-based metrics to tell a more complete story of training impact. We’ll review where to even begin and who to collaborate with to get access to this data.  As well as, how to track, analyze, and consult with training data to facilitate better decision making.  

Tuesday, April 20, 2021 - 2:15 – 2:30 PM CT

Engage in one more conversation with a solution provider in the Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.

Tuesday, April 20, 2021 - 2:30 – 3:30 PM CT

Join a Red Cross representative to guide us through the Missing Maps experience.  Digital volunteers trace satellite imagery that helps disaster responders and humanitarian organizations measure damage, identify priority areas, navigate around damaged roadways and more efficiently deliver aid to people in need. No experience is needed to participate. Red Cross will give a quick overview of the Missing Maps project and how it fits into international disaster planning and response work, do a 10 min mapping tutorial, and then provide additional support as we dive into the project together all while having a little bit of fun.


The American Red Cross name and emblem are used with its permission, which in no way constitutes an endorsement, express or implied, of any product, service, company, opinion, or political position. 


Wednesday, April 21, 2021 - 10:00 – 11:00 AM CT

Sponsored by Berkshire Associates

Leigh Brady, Chief HR & Communications Officer, NCSECU

Paul Robert, CEO, FI Strategies, LLC

Trent Savage, SVP/Chief Human Resources Officer, Mountain America Credit Union

In this session, we will cover many aspects that are on your mind related to post Covid implications and the future of work. This session will have a panel of experts to answer questions on your mind such as: “When are we going to return to work? What are employees’ expectations of flexibility in the future? Are there new capabilities I need to be building to deal with these changes? Will the world really be different post Covid? If you have similar questions on your mind, join us for this fascinating session to hear from a panel of experts to help you navigate both the return to work post covid and the impacts to the future of work. Bring those questions keeping you up at night to hear what our experts have to say. You’ll leave better equipped and ready to effectively lead and support change in your organization.

Wednesday, April 21, 2021 - 11:00 – 11:15 AM CT

Have you let the Solutions Providers know you stopped by their site?  Start a Chat or Scan your Badge on their page.

Wednesday, April 21, 2021 - 11:15 AM – 12:15 PM CT

Please join us as we celebrate the top performers in our profession during this session.  We will recognize our credit union movement’s brightest stars and their accomplishments with the presentation of the CUNA HR & Organizational Development Council Awards.  Celebrate how, in a year of extreme challenge, our peers found the opportunity to innovate and to shine brightly in addressing the needs of their colleagues, candidates, and communities.  You will leave this session inspired and proud of how our profession continues to make a positive impact through innovation and dedication!

Wednesday, April 21, 2021 - 12:15 – 1:15 PM CT

Learn more about what our Solutions Providers have to offer by scheduling a meeting. Click on their page and scroll to the bottom to the Meeting Scheduler.  It’s that easy!

Wednesday, April 21, 2021 - 1:15 – 2:15 PM CT

Nathan Brock, Director of HR, LincOne Federal Credit Union

Julie Cosgrove, Chief Talent Officer, Affinity Plus FCU

Tracy Jackson, SPHR, SHRM-SCP, President & CEO, HR E-Z, Inc. - Moderator

Debbie Schorzman, PHR, HR Manager, Verity Credit Union

The Diversity & Inclusion Exchange will provide a venue for a wide range of peer practitioners to engage in thought-provoking and innovative discussions focused on best and next practices.

Wednesday, April 21, 2021 - 2:15 – 2:30 PM CT

Make a quick stop in the Solutions Marketplace to chat with the providers or set up an appointment for Thursday to learn more about their solutions.

Wednesday, April 21, 2021 - 2:30 – 3:30 PM CT

Sarita Maybin, an International Speaker, Communication Expert, Author, and Former University Dean of Students 

Learn how to transform uncomfortable conversations into constructive communication in this upbeat presentation based on Sarita Maybin’s new book by the same title. Take away real solutions to communicate with compassion and kindness—in person and online. Gain fresh insights on how to say what you mean and mean what you say in a nice way.

Presentation highlights include:

  • How to communicate with C.A.R.E. to create positive results
  • You’re Not the Boss of Me – How to gain cooperation when you’re not in charge
  • Do You Play Nicely? How to lead, follow or get out of the way
  • How to deal with the dialogue dilemmas of communicating online
  • Are you a L.I.A.R.? – Four behaviors that can make or break relationships 

Thursday, April 22, 2021 - 10:00 – 11:00 AM CT

Sponsored by OM Financial Group

Mark Sievewright, Sievewright & Associates

Unquestionably, the financial services industry is undergoing the most significant transformation in its history: simply put, it is rapidly becoming digital. This transformation will have a profound impact on how participants do business, how they strategize about their futures and how they collaborate around products, service, and information.

During this session, Mark will highlight:

  • How the financial services business model is changing;
  • How new entrants are disrupting the industry through innovation;
  • How technology is changing the nature of financial services delivery and distribution; and,
  • How demographic shifts require financial firms to adapt their cultures and value propositions to gain market share and attract and retain great people.

Thursday, April 22, 2021 - 11:00 – 11:15 AM CT

Check out the amazing sponsors in the Solutions Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.  And give a shoutout in chat on their site.

Thursday, April 22, 2021 - 11:15 AM – 12:15 PM CT

Post Pandemic Return to Work, Employee Vaccination Requirements, and a New Administration – Buckle Up 2021 May be a Roller Coaster Year with Changes in Labor and Employment Law!

Aaron Zandy, Partner, FordHarrison LLP

As if 2020 wasn’t turbulent enough, 2021 looks to be even more interesting in regards to Labor and Employment Law. Should my company require employees to be vaccinated? Is it legal? These are questions all of us have on our mind related to return to work and we will be discussing return to work and related legal implications. Furthermore, with a new administration firing the NLRB head in the 1st week, discussing more stimulus plans and pushing for $15.00 minimum wage, we can see that we all better be buckled up and ready for changes in employment law. Come join us for this session to understand what changes are coming and what things we need to be prepared for as employers!

The Keys to Building an Effective Onboarding Experience

Jennifer Pratt, Instructional Design Specialist, Honor Credit Union

Charley Shasky, Organizational Effectiveness Manager, Honor Credit Union

Orientation must be more than a checklist, slide deck, and a handoff! It must be fresh, relevant, hospitality driven, and leveraged as part of the entire experience. Taking into consideration how people feel at the end of the day. Do they feel connected and comfortable? Are they excited and energized? These are all critical elements of an employees’ engagement and long-term success. This session lays out the best practices and latest tools available to create an exceptional onboarding experience. Reimagine the possibilities of what New Team Member Orientation should be.

Bringing Organizational Data & Analytics to Life in HR – for Beginners or Early Adapters

Scott Pollak, Partner, PwC

As a function that has traditionally relied on intuition and its “gut-feel” to make people decisions, HR is undergoing a major transformation. The rapid adoption of different HR technologies has provided organizations with easy access to valuable employee data for decision making. Armed with vast amounts of robust data, HR leaders and C-suite executives can now hope to understand the impact of their human capital strategies on business performance. This session will focus on those who need help organizing data sources and establishing base dashboards. This includes building out data and organizing into dashboards.

Thursday, April 22, 2021 - 12:15 PM – 1:00 PM CT

Check out the amazing sponsors in the Solutions Marketplace. Don’t forget to “Scan Badge” when you arrive on their page.  And give a shoutout in chat on their site.

Thursday, April 22, 2021 - 1:00 – 2:00 PM CT

Optimizing the Employee Experience to Drive Engagement and Productivity

Tracy Maylett, CEO, DecisionWise

A successful Member Experience (MX) is the direct result of creating a transformative Employee Experience (EX). We might even say EX=MX! But most organizations approach the Employee Experience from the wrong angles, with mediocre results. How do we build cultures where employees bring their discretionary effort—their hearts, spirits, minds, and hands—to the work they do? Based on the findings from over 40 million employee survey responses, including nearly 300,000 credit union employee responses, this session outlines the relationship between managers, employees, clients, and members. We will address aligning the key drivers of engagement “MAGIC”: Meaning, Autonomy, Growth, Impact, and Connection. Attendees will leave with a clear picture of how an organization can create an environment that attracts talent, engages and retains top performers, enhances the member experience, and drives results. 

Executive Leadership's Role in Culture – panel

Patti Bani, Chief Culture Officer, Capital Credit Union

Lisa Huguet, CFO, Capital Credit Union

Jasiel Legon, SVP Chief Talent Officer, GTE Financial - Moderator

Todd Marksberry, President & CEO, Canvas Credit Union

Tansley Stearns, Chief People & Strategy Officer, Canvas Credit Union 

Let’s start off by agreeing that our beliefs, ideals, principles, attitudes, goals and values form our credit union culture. The culture of our workplace controls the way employees behave with co-workers and our members.  Your credit union culture is comprised of the important intangibles that dictate how our team operates and does business. In a lot of ways, our credit union culture becomes part of our organization’s identity within our community, so it’s important to get it right.  Employees make hundreds of decisions on their own every day, and culture is the guide.  Culture helps your employees feel connected, belonging to a work environment where their ideas are valued, and their voice is heard.  It builds trust in your credit union, which in turn will make them strive to give more.  Hear from a panel of CU Executives as they share their experiences and recommendations on how they have been successful.

Bringing Organizational Data & Analytics to Life in HR – for Advanced Analytics

Scott Pollak, Partner, PwC

While HR data and metrics with basic slicing and dicing have been around for a long time, people analytics cases using advanced statistical techniques are still quite a new phenomenon and only a handful of organizations actually conduct these kinds of analyses on people data. This session is focused on those who already have organized data and dashboards and are looking for more insights into analytics including touching on predictive analytics.

Thursday, April 22, 2021 - 2:00 – 2:15 PM CT

Last chance to visit the Solutions Marketplace during the conference to leave your information with our solution providers.  

Thursday, April 22, 2021 - 2:15 – 3:15 PM CT

Beth Wilkins, PhD, Founder & CEO, Foresight Collaborative, LLC

Are you leading change or watching it happen from the sidelines? Whether you’re identified as the owner of change management or not doesn’t matter! Change is the language of the future and it is critical for HR leaders to be change management experts. In this closing session, we’ll share with you why you need to build your change management capability, a framework for driving change and real-life examples of change. We want you to leave this session inspired to become change leaders in your organization and to be a leader that enables effective change at both the individual and organizational level.