Agenda

2:00-5:00 pm

Preconference Workshop I: Eleven Key Ratios Every Credit Union Professional Should Know (HR)
Debbie Rightmire, VP ALM, Texas Credit Union League, Dallas, TX

This preconference workshop begins with the goals of asset/liability management and outlines the eleven primary ratios that ultimately determine the credit union’s CAMEL score, including the four primary ratios highlighted in NCUA Letter 00-CU-08. Each ratio has a page in the handout material that includes a basic definition of the ratio, a formula for calculating the ratio, the ideal result, and the factors that affect the ratio outcome.

Preconference Workshop II: Turn Up the Heat: Cooking Up a Performance Consulting Culture (TD)
Charlotte Stuart, Ph.D., Organizational Development Consultant, Boeing Employees Credit Union, Seattle, WA
Debi Ruth, Learning Delivery Manager, Boeing Employees Credit Union, Seattle, WA

Does your credit union still think that training is the solution to every problem? Everyone knows what a trainer is supposed to do, but what does a performance consultant do? And how do you explain to management that you want to create a performance consulting culture? Join us to learn the recipe for a perfect blend of training and performance consulting for your credit union.

7:30-8:00 am

Continental Breakfast

9:00-10:30 am

Opening General Session: Care and Feeding of The HR Professional
Chris Clarke-Epstein, CSP, SPEAKING!, Tamarac, FL

HR departments have traditionally been the repository for all things motivational within an organization. Human resources and training and development professionals are expected to act as cheerleader, legal authority, management advisor, mentor, confidant, and change agent – the ultimate go-to person. Does it make you tired just to read that description? What’s a human resources and training and development professional to do? Join Chris Clarke-Epstein as she shares thought-provoking ideas to keep yourself motivated.

10:45 am-12:00 pm

Breakout Sessions

1. Conflict Management In The Workplace (HR/TD)
   Kristina Morrison, Director of Programs for the Education Services Department, American Arbitration Association,
   Phoenix, AZ
2. Innovative Appraisal Techniques – The 360 Survey Process (HR)
   John Matusin, President, Business Insights Group, Inc., Monaca, PA
3. HR’s Leadership Role In The Credit Union (HR)
   John Vardallas, CAE, CUDE, President, International CU Business Consulting, Madison, WI
4. Creating and Maintaining a CU University (TD)
   Jason Boles, Executive VP, Counter Intelligence Associates, Kansas City, MO
5. E-Learning – The Key to Blended Education (TD)
   Matt Garner, Consulting Manager, MyDAS Marketing, Inc., Boulder City, NV

1:00-2:15 pm

Breakout Sessions (Repeat from morning)

2:30-4:15 pm

General Session: Best Practices
Moderator: Michael Hiller, VP Administration, Stanford FCU, Palo Alto, CA

8:00-10:00 am

General Session: The Art of Vision
Erik Wahl, The Wahl Group, San Diego, CA

10:15-11:30 am

Breakout Sessions

1. Update On Wage And Hour Laws (HR)
   Barbara Stephenson, Partner, Gilkey and Stephenson, P.A., Albuquerque, NM
2. Succession Planning – Developing Leaders and Maintaining Operational Continuity (HR)
   Yvonne Evers, President/CEO, HRValue Group, LLC, Madison, WI
3. Developing and Maintaining a Sales and Service Culture (TD)
   Carla Schrinner, Training Consultant, Sales Development & Training, CUNA Mutual Group, Madison, WI
4. Creating an All-star Team That Bats .900 Every Day (HR/TD)
   Bill Wagner, CEO/Co-Founder, Accord Management Systems, Westlake Village, CA
5. HR Directors of the Future: The Secret Change Agents (HR/TD)
   John Vardallas, CAE, CUDE, President, International CU Business Consulting, Madison, WI

12:30-1:45 pm

Breakout Sessions (Repeat)

2:00-4:00 pm

Breakout Sessions

1. Conducting an HR Self Audit (HR)
   Jerry Nelson, President, HRN Management Group, Salt Lake City, UT
2. Games Trainers Play (TD)
   Cindy Stynchula, President, Stynchula & Associates, San Antonio, TX

5:00-9:00 pm

Social Event

Attendees and their guests will experience a delightful evening together filled with networking, entertainment, and fun. We’ll enjoy a fabulous seated dinner and experience the talents of local entertainment. It’s an evening attendees will long remember.

Included in registration fee for participants. Separate fee for guests.

8:30-10:00 am

General Session: Recent Significant Employment Law Developments
Barbara Stephenson, Partner, Gilkey and Stephenson, P.A., Albuquerque, NM

10:15 am-12:00 pm

Closing General Session: Happy Trails to You
Cindy Stynchula, Owner, Stynchula & Associates, San Antonio, TX

You won’t want to miss this high-energy and fun-packed closing session! Join your fellow attendees in looking back down the trail you just traveled to review the key learnings from the summit. Next you will get to map how to use these learnings when you get back to your credit union to take you and your organization in new directions. Then before we say “Adios,” we will celebrate summit relationships – both new and old – ‘til we meet again.