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HR & Organizational Development Council Conference

Schedule

All times listed in local time. Times and sessions subject to change.

 

Balanced Comp

Thank you to our Signature Sponsor Balanced Comp.

 

8:00 a.m. – 12:00 p.m. - Pre-Conference Workshop: Effectively Using Data to Drive Transformational Change (separate fee required)

Speaker: Ryan Brogan, Senior Director, Cornerstone Advisors

This workshop will focus on leveraging activity-based benchmarking to improve performance, achieve strategic alignment, and support talent strategies. Leaders from State Employees’ Credit Union in North Carolina will share first-hand experiences and lessons learned. This will be an interactive session and participants will leave equipped with actionable data and insights.

2:30 – 4:00 p.m. - HROD Exchanges

HR Exchange

Open to Credit Union attendees only.
Details coming soon!

OD Exchange

Open to Credit Union attendees only.
Details coming soon!

4:15 – 4:45 - First-Time Attendee Orientation

5:00 – 6:15 p.m. - Opening General Session: Curiosity: The Ultimate Competitive Advantage

Speaker: Diana Kander - Innovation Consultant, Entrepreneur, New York Times Best-Selling Author, and keynote speaker for Fortune 1000 companies

New York Times bestselling author, Diana Kander, is going to shift our perspective on how we think about curiosity and offer a simple methodology to level up the questions we ask ourselves on a daily basis to uncover blindspots, find better solutions to problems, and identify those initiatives that are holding us back.

6:15 – 7:30 p.m. - Welcome Reception

7:30 – 8:15 a.m. - Breakfast

8:15 – 9:30 a.m. - General Session: Boss to Coach

Speaker: Vibhas Ratanjee, Senior Practice Expert, Speaker, Author, Gallup
Ideation |  Strategic |  Maximizer |  Adaptability |  Significance

One manager can make or break a team. A group of managers can make or break an organization. The stakes are truly that high. Today's employees demand opportunities to learn and grow, job clarity, accountability, and ongoing feedback. Employees don't want a boss; they want a coach. Participants will get an immersive, informative glimpse into the Boss to Coach Journey in this session. This includes learning about and understanding the shifts in the workplace, discovering the importance of manager development, and reviewing Gallup's latest research and discoveries on the most effective management strategies.

9:30 – 9:45 a.m. - Pass Time

9:45 – 10:45 a.m. - Concurrent Breakouts

Boss to Coach Facilitated Discussion Group #1

Speakers
Andrea McCullough, Human Resources Generalist, Heritage South Community Credit Union
Spencer Park, VP Chief People & Administrative Officer, Deseret First CU

In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.

As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.

Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.

Boss to Coach Facilitated Discussion Group #2

Speakers
Ellen Davis, VP Human Resources, Gerber Federal Credit Union
Silvia Dimma, Chief Human Resources Officer, Michigan State University FCU

In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.

As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.

Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.

Boss to Coach Facilitated Discussion Group #3

Speakers
Lauren DeAngelis, Chief Learning Officer, Carolinas Credit Union League
Debbie Wayland, VP of Organizational Development and Human Resources, OUCU Financial Credit Union

In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.

As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.

Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.

Boss to Coach Facilitated Discussion Group #4

Speakers
Jasiel Legon, SVP, Chief Talent Officer, GTE Financial
Lecia Roundtree, SVP, Chief People Officer, Stanford Federal Credit Union

In this session, you will have the opportunity to engage in conversations with your credit union peers and share your experiences and insights. Our discussion will revolve around the Boss to Coach Journey and its impact on the workplace.

As a result of attending the Boss to Coach session, you learned about the importance of manager development, the shift in workplace dynamics, and the latest management strategies. In these facilitated discussions, you will have the opportunity to further explore these concepts and share your thoughts on how they apply to your organization.

Our discussions will be centered around four key themes: the importance of coaching, the role of feedback in coaching, the impact of coaching on employee development, and strategies for successful coaching. We encourage you to share your experiences, ask questions, and participate actively in these discussions.

10:45 – 11:15 a.m. - Networking Break

11:15 a.m. – 12:15 p.m.  Concurrent Breakouts

How to Hire the Next CEO or Be Hired as the Next CEO

Speaker: Tim Strandquist, Executive Benefit Consultant, OM Financial Group

In our work with credit union boards and CEOs, we find too many organizations fail to take the right steps to prepare candidates for the top job of CEO. On the other side, too few candidates have taken a closer look at and developed the full range of skills for what it takes to succeed as the organization’s leader.  During this session, Tim Strandquist, Executive Benefit Consultant and former recruiter for 2 of the largest credit union executive search firms, will help prepare credit unions to hire their next CEO and help future candidates get hired as the next CEO.  In addition, Tim will discuss how the CEO interview process works and what the board and CEO candidate should look for when developing a strategic plan for the interview.

HR Practitioner's Guide to Resilient Leadership

We all aspire to be companionate and connected HR leaders. So, what do we do when the challenges of our work begin to take a toll on work satisfaction, empathy and engagement? Resilience is a skill we can nurture and strengthen, providing us support through the magnitude of challenges we are facing. Our ability to bounce back from setbacks is a key differentiator in our success as HR practitioners. This session will provide practical tools and intentional practices to help build your personal resilience.

Why Developing Talent Across All Levels Must be a Strategic Priority (Repeats)

Speaker: Deedee Myers, CEO, Ph.D., MSC, PCC, DDJ Myers, An ALM First Company

The greatest fear of many industry executives is the lack of strength at the mid-level management level. In this session, Deedee Myers, Ph.D., will explore why this is an issue and share what we can do to change the paradigm. She’ll discuss what research is telling us about connection and engagement across the organization, how equipped today’s leaders are to stimulate and execute compelling learning and development plans, and what generations are telling us about how and where they want to work and what that means to organizational sustainability. 

Attendees will learn:

  • Whether the current organization structure is supporting the needs of employees 
  • What strategies can be used to engage and re-energize staff
  • How to engage with learning and development programs within the org to grow
  • Generational difference, expectations and impact on others.

Hybrid Teaming: 6 Steps to Creating Psychological Safety

Speaker: Peter Stewart, Managing Partner, Stewart Leadership

Teams are everywhere but the way we are teaming has changed.  Hybrid teaming is bringing new challenges to not only team leaders but also team members.  Psychological safety is the foundation of truly successful teams.  This allows individuals to be themselves and openly express ideas and concerns without a fear of retribution.  I blend the latest in research with practical application, so you come away with a clear framework, tools, and tips to get the most out of your team(s).   

Learning Objectives: 

  • Apply the 6 steps to creating higher levels of psychological safety in your team(s).
  • Assess the behaviors and practices of your team(s) to identify strengths and development opportunities.
  • Create a personalized teaming development plan to increase the psychological safety in your team(s).    

12:15 – 1:30 p.m. - Networking Break

1:30 – 2:30 p.m. - Concurrent Breakouts

Benefits of Automation in Human Resources to Support Credit Union Mission (Repeats)

This session will cover the benefits of an HRIS implementation to onboard, benefits enrollment, annual open enrollment, employee self-service, payroll processing, performance management, talent management, etc.  Major benefit areas will be to reduce administrative effort, reduce human error, assign team members with ownership of self (benefits, etc.).  Cost of different platforms vs. administrative costs and possible errors. 

State of the American Workplace (Repeats)

Speaker: Vibhas Ratanjee, Senior Practice Expert, Speaker, Author, Gallup
Ideation |  Strategic |  Maximizer |  Adaptability |  Significance

The workplace is ever-changing. Leaders must understand that the old ways of running a workplace aren't yielding the same results. Leaders must gain scientific insight into employees' evolving wants and needs and learn how to build an exceptional workplace. In this session, participants will get an immersive, informative glimpse into the State of the American Workplace. This includes learning how to approach performance management in ways that motivate employees, enable people to work successfully from different locations, and review Gallup's research and discoveries.

Why Developing Talent Across All Levels Must be a Strategic Priority

Speaker: Deedee Myers, CEO, Ph.D., MSC, PCC, DDJ Myers, An ALM First Company

The greatest fear of many industry executives is the lack of strength at the mid-level management level. In this session, Deedee Myers, Ph.D., will explore why this is an issue and share what we can do to change the paradigm. She’ll discuss what research is telling us about connection and engagement across the organization, how equipped today’s leaders are to stimulate and execute compelling learning and development plans, and what generations are telling us about how and where they want to work and what that means to organizational sustainability. 

Attendees will learn:

  • Whether the current organization structure is supporting the needs of employees
  • What strategies can be used to engage and re-energize staff
  • How to engage with learning and development programs within the org to grow
  • Generational difference, expectations and impact on others.

People Helping People through Internal Communications (Repeats)

We know that as organizations grow and mature, how they communicate with their employees must evolve too. During this session, we’ll share our journey from standing up the internal communications function, navigating the pandemic, and preparing the organization to move toward the future.

Learn about:

  • Importance of internal communication - role within it, brand it, trusted, how does the intranet play in, teams and how it is changing. 
  • What is the communication strategy for all levels of the organization?
  • How to use to deliver the message that is accepted and heard (the same message is being communicated in the same way) 
  • Best practices of communication within your credit union.

2:30 – 3:00 p.m. - Networking Break

3:00 – 4:00 p.m.  Concurrent Breakouts

Benefits of Automation in Human Resources to Support Credit Union Mission

This session will cover the benefits of an HRIS implementation to onboard, benefits enrollment, annual open enrollment, employee self-service, payroll processing, performance management, talent management, etc.  Major benefit areas will be to reduce administrative effort, reduce human error, assign team members with ownership of self (benefits, etc.).  Cost of different platforms vs. administrative costs and possible errors. 

State of the American Workplace

Speaker: Vibhas Ratanjee, Senior Practice Expert, Speaker, Author, Gallup
Ideation |  Strategic |  Maximizer |  Adaptability |  Significance

The workplace is ever-changing. Leaders must understand that the old ways of running a workplace aren't yielding the same results. Leaders must gain scientific insight into employees' evolving wants and needs and learn how to build an exceptional workplace. In this session, participants will get an immersive, informative glimpse into the State of the American Workplace. This includes learning how to approach performance management in ways that motivate employees, enable people to work successfully from different locations, and review Gallup's research and discoveries.

How Coaching Models Offer Team Members the Performance Feedback Needed

Speaker: Kris Hackbarth-Horn, Chief People Officer, Fox Communities Credit Union

People want to work at a place where they feel connected, valued, and respected. As leaders, we need to provide a fulfilling experience, and we can do that by providing daily performance coaching and coaching for development. This means caring enough about the people with whom we work to communicate in a timely and respectful way when we see them living within or outside our values. It means we give of our time to hear the dreams, aspirations, and goals of our team members and support them to own their path to get there.    It is our responsibility to find out the unique needs of each of our team members and help support what matters to them. By transitioning from annual performance reviews to coaching, we provide a critical experience on our team member’s career journey, providing the opportunity to learn, grow, and contribute in a meaningful way.  

People Helping People through Internal Communications

We know that as organizations grow and mature, how they communicate with their employees must evolve too. During this session, we’ll share our journey from standing up the internal communications function, navigating the pandemic, and preparing the organization to move toward the future.

Learn about:

  • Importance of internal communication - role within it, brand it, trusted, how does the intranet play in, teams and how it is changing. 
  • What is the communication strategy for all levels of the organization?
  • How to use to deliver the message that is accepted and heard (the same message is being communicated in the same way) 
  • Best practices of communication within your credit union.

4:30 – 5:45 p.m. - Networking Break

7:30 – 8:15 a.m. - Breakfast

8:15 – 9:45 a.m. - General Session: On the Brink?

Speaker: Mike Schenk, Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist, Credit Union National Association

Federal Reserve policies have put the economy on the brink of recession.  Politics and the divisive political climate have assumed increasing importance. Demographic shifts – with potentially large impacts - have accelerated. De-globalization and military conflict dominate the international scene. Uncertainty, complexity and volatility seem here to stay.  Against this backdrop, the credit union operating environment will become more challenging.  Loan growth will fall.  Asset quality will almost certainly decline. Earnings pressures will mount.  Mike will explore these and related themes and will discuss implications for credit unions seeking to attract, retain and develop top-notch talent.

9:45 – 10:15 a.m. - Networking Break

10:15 a.m. – 12:15 p.m. - Concurrent Breakouts

Deep Dive Sessions: Strategic Issues Forum

Details coming soon!

Deep Dive Session: Advancing C-Suite Readiness – Best Practices for HR Leaders

Speaker: Brian McHenry, Executive Vice President/Principal, c. myers corporation

Many HR leaders are asking - How can we help our organization be more deliberate in identifying and developing executives for the C-Suite role?  While each organization is unique, there are high-impact components that should not be missed.  This session will address critical components and questions that must be considered to develop and determine C-Suite readiness.  Participants will see tools and processes that they can immediately put into action at their organizations. 

Deep Dive Session: Creating an Equitable Workplace

Speaker: Thalia Anguiano, Credit Union DEI Advisor, CUNA Mutual Group

Helping you and your credit union launch or enhance your DEI strategy can create a meaningful impact for your employees, members, and community. In this session, we’ll explore how CUNA Mutual Group developed a holistic DEI journey by reimagining the employee experience through the creation of employee personas, journey mapping, benefits modernization, and executive training. You will also learn how to successfully establish Employee Resource Groups that serve as an important resource to promote inclusion, belonging and drive positive business results. 

Deep Dive Session: A Deeper Dive into the Strategies that will Attract, Engage and Retain Top Talent

Participants will learn the Do’s and Don’ts of uncovering engagement levels within their team and the impact it has on the credit union. They’ll review strategies to attract, engage and retain top talent while considering the organization’s culture and budget allocation. Participants will discuss the importance of creating a Total Reward Strategy, Growth and Development Program and Social Branding Initiative that fits their resource level, hybrid work environment and value structure. We will define and begin using Business Intelligence data to assess a program’s effectiveness. We will discuss celebrating employee passion points to grow their engagement and bolster your community recruiting brand. Additionally, participants will learn the essential components of building the business case advocating for resources to offer programs, supporting systems and strategies that improve engagement and retention.  

12:15 – 1:30 p.m. - Networking Lunch

1:30 – 2:30 p.m. - Concurrent Breakouts

DEI - Launching Your Strategy (Repeats)

Details coming soon!

Elevate Your Organization’s Internal Brand Using Purpose-Driven Communication

Speaker: Brian McHenry, Executive Vice President/Principal, c. myers corporation

While Marketing takes charge of communicating the organization’s brand to the outside world, HR professionals take on the challenge of communicating internally.  These internal communications deserve high-level attention because if communication is not on-point, relevant, timely, and clear, leaders run the risk of losing their internal audience – which can cause a significant drag on strategic progress.  During this session, we will talk through proven strategies and approaches for communication that can be consistent and tailored to your audience. 

Engagement Initiatives: Getting from "Have To" to "Want To" for Top-Performing Teams

Speaker: Philippe Asselin, Chief Consultant, BalancedComp

Employee engagement is a key factor in the success of any business, and companies must invest in initiatives that foster employee engagement. Engagement initiatives are a good way to encourage your employees to remain productive and keep them motivated. With so many employee engagement initiatives available, it can be difficult to determine which ones will be successful, and which will not. In this presentation, we will look at the types of employee engagement initiatives and what works, as well as what can go wrong when it comes to incentivizing employees.  

Obtain and Sustain an Employer of Choice Environment

Details coming soon!

2:30 – 3:00 p.m. - Networking Break

3:00 – 4:00 p.m. - Concurrent Breakouts

DEI - Launching Your Strategy

Details coming soon!

WHAT THE FOCUS (WTF)? Finding Balance Between Work and Home

Speaker: Alf Rhea, President, Business Innovations

This is an interactive (encourages table participation) presentation.

Key Objectives:

  • Encourage Yourself
  • Gain Balance In Your Life
  • Develop One Achievable Focus Point 

Participants will have focused lead time to self-evaluate the 6 primary areas of their life: Physical, Relational, Intellectual, Spiritual, Financial, and Professional. At the end, they will actually develop one achievable life goal and write a personal letter to themselves (self-talk) which the speaker will mail back to them in a sealed envelope after 90 days.    Everyone will be involved and come away with a renewed sense of life balance, self-love, and focused purpose going forward. 

Innovative Total Reward Strategies to Attract, Retain and Engage the Workforce of the Future

Speaker: Mike Patrick, Senior Director, Willis Towers Watson (WTW)

This session will explore the following topics:

  • Understanding in detail how the most innovative organizations are approaching and designing total reward programs.
  • Comparing and contrasting employee job preferences by demographic (e.g., by gender, generation, industry and occupation).
  • Providing real-world company anecdotes on specific innovative total reward program design elements.
  • Bringing to life takeaways on how to enhance credit union total reward programs to optimize attraction, retention and engagement for the workforce of the future

Moving Away From Traditional Performance Reviews (panel)

Details coming soon!

5:30 – 7:30 p.m. - Social Event

Details coming soon!

7:30 – 8:15 a.m. - Breakfast

8:15 – 9:30 a.m. - Closing General Session

Details coming soon!