Agenda

2:00-5:00 pm

Preconference Workshop: Presenting with Pizzazz
Cindy Stynchula, Owner, Stynchula & Associates, San Antonio, TX

Cindy Stynchula is a nationally recognized speaker, trainer of trainers, team builder and leadership development expert. As our Summit Weaver, Cindy will promote networking, spur thinking and tie all the sessions of the summit together in an entertaining and informative way.

Cindy will kick off this year’s Summit with the preconference workshop, Presenting With Pizzazz, which will assist HR professionals with fine-tuning their presentation skills.

7:30-8:30 am

Continental Breakfast

8:45-10:15 am

Opening General Session: Providing "Triple A Protection" Within the Organization
David Litchford, Professor of Business Management, Utah Valley State College, Orem, UT

A presentation on perception and how we look at others and ourselves. Strategies are presented that will improve our ability of seeing co-workers and customers in a positive manner by viewing their potential value in addition to their present worth.

10:30-11:45 am

Breakout Sessions

1. Stellar Ways to Use Certificate Programs in Credit Union Training (Panel Discussion)
   Moderator: Amy Peterson, Director, Sales & Marketing, CUNA & Affiliates Center for Professional Development, Madison, WI
   
   Panelists:
   • Martha Perea, Director, 1st City Savings Federal Credit Union, Glendale, CA
   • Paul Plamondon, Education Consultant, Glendale, CA
   • Amy Brown, Director of Training, Arrowhead Credit Union, San Bernardino, CA
     
     

2. Creating Positive "Moments of Truth"
   David Litchford, Professor of Business Management, Utah Valley State College, Orem, UT 

3. Building Intellectual Capital by Retooling Employees
   Matt Garner, Senior Consultant, MyDAS Marketing, Boulder City, NV, and Lecia Roundtree, Vice President, Human Resources, San Mateo CU, Redwood City, CA 

4. "Hubba-Hubba, Far Out, Totally Awesome, and Sweet!": Managing Four Generations at Work
   Constance Anderson, President, Anderson & Associates, Consulting, Trenton, NJ

1:00-2:15 pm

Breakout Sessions (Repeat from morning)

BONUS SESSION:
Emerging Technology: Benefit Portals
Barry Maxon, Chief Operating Officer, Enwisen, Inc., Novato, CA
Michael Hiller, VP-Administration, Stanford Federal Credit Union, Palo Alto, CA

A discussion of the global and credit union issues surrounding the delivery of employee benefits through the Internet, intranets, and benefit portals.

2:30-3:30 pm

Product Showcase

New to this year's Summit, the Product Showcase lets you participate in demonstrations of products and services. The Showcase consists of two different 20-minute demonstrations separated by a short break.

4:45-5:00 pm

Conference Weaving

8:00-10:00 am

General Session: The Changing Human Resources Environment
Terry Curry, Professor and Director, School of Labor and Industrial Relations, Michigan State University, East Lansing, MI

10:15-11:30 am

Breakout Sessions

1. Determining the ROI of Training & Development
   Debbie Wege, Educational Services Manager, Boeing Employees’ Credit Union, Tukwila, WA
   

2. Employee Surveys: How To Do It Right (Panel Discussion)
   Moderator: John Matusin, President, Business Insights Group, Inc., Monaca, PA
   
   Panelists:
• Todd Surline, Vice President, Human Resources, Michigan State University FCU, East Lansing, MI
• Mark Brennan, Vice President, HR & Training, US Airways FCU, Moon Township, PA
• Janet McDonald, Division Manager, Marketing, CUNA Mutual Group, West Lafayette, IN
   

3. Incentive Compensation: Successes, Failures and Why
   Bill Clark, Vice President, Koker Goodwin & Associates, Wichita, KS
   

4. Technology Update (Panel Discussion)
   Moderator: Wayne Young, Director, HR & Training, First Tech Credit Union, Beaverton, OR
   
   Panelists:

• Jim Morrell, VP-Information Systems, Clark County School Employees Credit Union, Vancouver, WA
• Pete Kneisler, Director of Technology, CyberBranch Corporation/CGI, San Jose, CA
• Mark Stockford, formerly with Excite@home 

12:15-1:30 pm

Breakout Sessions (Repeat)

1:45-2:35 pm

Product Showcase

Similar to Monday's Product Showcase, today's event offers new product and services for you to explore.

2:45-4:00 pm

Breakout Sessions

1. Delivering Impactful Training Programs on a Shoestring Budget
   Cindy Stynchula, Owner, Stynchula & Associates, San Antonio, TX
    
2. Mergers Panel
   Moderator: Kent Streuling, HR Administrator, America First Credit Union, Riverdale, UT
   
   Panelists:
• Marshall Paepke, Manager, Human Resources, Mountain America Credit Union, Salt Lake City, UT
• Ed Cassady, VP, Human Resources, Patelco Credit Union, San Francisco, CA
• MaryAnn Munda, VP, Human Resources, Safeway Northwest Central CU, Portland, OR

8:30-10:00 am

General Session: Legal Update
Judy Droz Keyes, Crosby-Heafey, Roach & May, Oakland, CA

10:15 am-12:00 pm

Closing General Session: Packing Tools and Preparing Plans—How to Make A Difference With What You Have Learned
Cindy Stynchula, Owner, Stynchula & Associates, San Antonio, TX

Join our Summit Weaver, Cindy Stynchula, as she wraps up this year’s Summit. You'll review key learning objectives in an interactive and high-energy activity. Plus, celebrate the learnings and new relationships you’ve developed during the Summit.