Organizational Effectiveness and Leadership
Beth Kerr, Managing Director, GlimmerGlass Consulting Group,
Exeter, New Hampshire
Are the explicit and implicit messages about performance standards in your organization consistent and aligned with company values?
To what extent are expectations an open dialogue throughout your organization?
How would your organization's performance be enhanced by leadership paying more attention to the impact their behavior has on motivation, standards, and performance?
What can you to bring greater alignment and commitment to leadership courage in performance management?
Training track
Training Tactics:
Managing Your Facilitation Skills to Increase Learning Retention
Stacey Hanke, Executive Consultant, 1st Impression Consulting, Inc.,
Chicago, Illinois
Connect with your listener to gain involvement, attention and commitment
ROUNDTABLE SESSIONS Join your fellow HR and training peers in an open exchange of conversation. Up to four roundtables will take place simultaneously facilitated by several members of the HR/TD Council. Come prepared to provide your comments and concerns on many topics.
Noon - 12:45 p.m
LUNCHEON
12:45 p.m - 1:30 p.m.
Guest speaker:
Steven A. Miranda, SPHR, GPHR
Chief Human Resource and Strategic Planning Officer
Society for Human Resource Management (SHRM)
Steve is the Chief Human Resource and Strategic Planning Officer for the Society for Human Resource Management (SHRM). In this role, Steve is responsible for both the development of world-class HR programs for the world’s largest professional HR organization as well as globalization and planning strategies focused on serving both exiting and future members.
Prior to taking this role, Steve ran his own business and created HR initiatives and programs targeted at improving global organizational effectiveness at a variety of companies. Steve is a former HR Vice President at Lucent Technologies where his work took him around the world, including a 3 ½ year assignment as head of Lucent’s HR operations for the Asia Pacific region. Steve also serves as one of three United States representatives into the North American Human Resource Management Association, the representative body for North America into the World Federation of Personal Management Associations (WFPMA).
1:30 - 2:45 p.m.
BREAKOUT SESSIONS:
HR track
How to Stay Out of Court
Jathan Janove, Attorney, Bullard, Smith, Jernstedt, Wilson
Portland, Oregon
Learn from the past to avoid being condemned to repent it
This session will study recent lawsuits, agency actions and major settlements, using 20/20 hindsight to identify best practices for preventing lawsuits involving hiring, firing, harassment, discrimination and documentation
The Balanced Scorecard
Michael Hiller, VP Administration, Stanford Federal Credit Union,
Palo Alto, California
What is a Balanced Scorecard?
Looking at the Four Perspectives
Integration with Strategic Planning
Integration with CU Culture
HR as Catalyst
Training Track
Training Design for Transfer
Lee Alderman, Training Manager, Redwood CU, Santa Rosa, California
Review the key training design principles
Review transfer of training techniques
Discuss which design principles have the biggest impact on transfer
Building and Evaluating Credit Union Universities
Diane Nazarchyk,AVP Organizational Development, Alabama Telco Credit Union,
Birmingham, Alabama
Benefits of a Credit Union University
The purpose of a Credit Union University
Building a university program that meets the current and future strategic needs of your credit union
Components of an effective Credit Union University
Evaluating the effectiveness of the university and its students
Speak to be Heard!
Communication Strategies that Get Results, Part 1 Stacey Hanke, Executive Consultant, 1 st Impression Consulting, Inc.,
Chicago, Illinois
Increase your awareness of how your non-verbal language can detract from or enchance your message
Gain and maintain credibility and trust from your listerner(s).
Structure a message to motivate, gain maximum effect and guarantee the listener “takes action.”
Eliminate “uh’s and um’s” and other non-words from your language
Speak more effectively during impromptu situations to guarantee you “stay on track.”
Employment Law Update
Jathan Janove, Attorney, Janove Baar Associates, Salt Lake City, Utah
In a practical, easy-to-understand way, this session will promote insight into the latest cutting-edge issues in employment law, including: discrimination, harassment, disability, whistle blowing and wage/hour
Learn whether the light at the end of the tunnel represents open space or an on-rushing train
Accountability that Works
Melanie Hoffner, Staff Development Specialist, DuTrac Community Credit Union and President/People Development Specialist, Brain Bonanza, LLC, Dubuque, Iowa
Participants will explore operational definitions for Responsibility, Empowerment, and Accountability
Participants will learn the components of Clear Agreements and the benefits of using them
Participants will have an opportunity to address accountability issues in their work and brainstorm options with colleagues.
Training track
Trainer Burnout: Admit It, Spot It, Defeat It
Andrew Janning, AVP Training and Quality Service, FORUM Credit Union,
Indianapolis, Indiana
Trainer burnout is a real issue with real consequences, and is only now the subject of serious study and consideration.
Trainer burnout can happen to virtually any trainer, regardless of experience or position.
Learn just how common burnout is in the training profession according to ASTD and discover the three main areas in which trainers get burned out, as identified in the latest research.
Find out how to spot the telltale signs of burnout in yourself and your team.
Most importantly, get the straight scoop on how to consistently defeat trainer burnout in conventional – and unconventional – ways
Accelerated Learning
Brandi Stankovic, Director of Client Support,
Harland Education Services, Bolder City, NV
Reduce training time and costs while increasing productivity
Memorization Techniques
Enhance your thinking skills
Cope with change and make technology work for you
Lifelong Learning Adventure
Executive Series
Speak to be Heard!
Communication Strategies that Get Results, Part 2 Stacey Hanke, Executive Consultant, 1 st Impression Consulting, Inc.,
Chicago, Illinois
6:00-7:00 p.m.
Social Event
On Monday evening following a reception with heavy hors d’oeuvres, you’ll board an OId Town Trolley for an exclusive evening tour of the Capitol. Your trolley will make frequent stops at monuments and historic sites for you to see them under the lights. If you haven’t seen DC by night you’ve missed something great.
The Savvy Owl - Power, Politics, and Influence...
What They Don't Teach You in Business School Margaret Morford, President, The HR Edge, Inc., Brentwood, Tennessee
Identify which of the rules of "positive politics" they are most likely to violate
Obtain guidelines for their own conduct and for managing relationships with co-workers and their own manager
Avoid pitfalls in business communication, both oral and written
Learn eleven ways to recognize who really holds power and has influence in an organization
Become adept at tapping into the power structure within any organization
Executive Series
Get Results, One Crucial Conversation at a Time
Neil Staker, Principal, PeopleSmart Solutions, Sandy, Utah
see the issues that are keeping them from the results they want.
recognize the warning signs that a conversation is not going well.
identify the right conversation to hold so that the problem is dealt with for good.
make is safe to talk about threatening subjects.
deal with strong emotions in themselves and others.
Training track
The Reality of Blended Learning
Lee Alderman, Training Manager, Redwood CU, Santa Rosa, California
What it is Blending Training?
When do Blended Learning solutions make sense for your training needs?
What do you gain or lose by implementing a blended approach?
Keys to designing blended training solutions that work
Guidelines for the successful implementation of a blended training solution
Noon -12:45 p.m.
NETWORKING LUNCH
12:45 p.m. - 1:30 p.m.
Guest Speaker:
Tony Bingham, CEO, ASTD, Alexandria, Virginia
1:30 - 2:45 p.m.
BREAK OUT SESSIONS
HR track
How Eagles Dare:
The Critical Difference Between Managing and Leading Margaret Morford, President, The HR Edge, Inc., Brentwood, Tennessee
Review of the current employment marketplace as well as a forecast of the employment marketplace of the future
Explanation of difference between management characteristics and leadership skills
Self-Assessment by each individual of his/her current leadership abilities and the leadership abilities of those in their organization as well as tools to assist in the development of those abilities.
Strategic Planning
Tom Glatt, Consultant, Sedona, Arizona
The key elements of a strategic plan
Why plans fail
Core values and HR’s role in holding staff accountable
Vision – characteristics of a strong vision
Training track
Rewards and Recognition Suzanne Oliver, VP-Educational Services, Mountain America CU,
West Jordan, Utah
Employee recognition can build a more positive and productive workplace.
Employee retention can be improved through even basic recognition programs at your credit union.
Recognition and/or reward programs do not need to be costly or time consuming.
Employee and member satisfaction are closely related. When employees feel valued by the credit union, members are the recipients of improved member service.
Leadership Development Programs:
How to Create the Right Program for Your Credit Union Sue Bogan, Training Officer, Justice Federal CU, Chantilly, Virginia
Be able to identify aned use a Leadership Planning Model
Understand how to complete each step in the planning model successfully
Have all the required tools and knowledge to create effective leadership development programs that measurably train leaders
Executive Series
Economic Outlook for Credit Unions
Bill Hampel, SVP Research and Chief Economist,
Credit Union National Association, Washington, D.C.
What to expect from the economy through 2007
Major forces on credit union financial operations for the rest of the year:
Loan and savings growth
Competition and pricing
Net income and captial
2:45 - 3:00 p.m.
NETWORKING BREAK
3:00 – 4:15 p.m.
BREAKOUT SESSIONS
HR track
Succession Planning
Tom Glatt, Consultant, Sedona, Arizona
Why succession planning is critical
What succession planning IS
What succession planning is NOT
How to develop a meaningful succession plan
The ABCs of HR Compliance
Bradley Pricer, JD, Brokerage Sales and Retention Manager, Employee Solutions, CUNA Mutual Group, Madison, Wisconsin
Stay up-to-date with recent changes and upcoming compliance deadlines for regulations that affect your employee benefits plans (e.g., COBRA, HIPAA, USERRA/VBIA, Medicare Part D, etc.).
Uncover employee benefits compliance issues that tend to be overlooked and how they may affect your plans.
Discuss items that may trigger, or be reviewed during, a DOL audit on benefit plans.
Training track
Why Yoda Never Used PowerPoint and
Other Training Tips from Tinseltown
Andrew Janning, AVP Training and Quality Service, FORUM Credit Union, Indianapolis, Indiana
While they are valuable resources in many companies, trainers across the country still face the threat of downsizing, marginalization, or outright elimination.
Some of the most memorable and iconic movie characters in the last 25 years, though, have been what we would define as a “trainer.”
Discover what makes these “trainers” so different and so valuable, and what lessons we can learn from them to transform our approach to:
Program design and delivery
Facilitation skills
Needs assessments
Corporate universities
Overcoming learner resistance
Building learner loyalty
Bridging the knowledge/performance gap
Measuring training success
Proving our worth to the company
Building a Sales Culture
Melissa Farley, President
mbConsulting, Lynchburg, Virginia
Understand the building blocks to a successful sales program
Identify the steps in choosing a sales training program that will fit your credit unions needs
Create effective tools to measure sales performance
What’s on the Horizon for Credit Unions
Michael Beall, President/CEO, Maryland & DC Credit Union Association,
Columbia, Maryland
To establish the career path opportunities that exist for HR professionals to move into other executive level and CEO positions in the credit union system.
To develop a list of resources available to HR professionals in expanding their professional management opportunities.
The Courageous HR Professional:
A New View of Leader-Follower Relationships Ira Chaleff, President, Executive Coaching & Consulting Associates,
Kensington, Maryland
New models of thinking about Leader-Follower relationships
How to build a partnership with CEOs that they will accept and value.
How to effectively communicate things to CEO’s and other executives that they do not want to hear.
New tools for helping employees build relationships with managers with whom they are having problems
How to create a courageous partnership with your own staff.
Training track
Vegetables, Delusions and Gifts,
Oh My! Improving Your Interpersonal Interactions Paul Wesselmann, Trainer, Stone Soup Seminars, Madison, Wisconsin
Personalities: how natural work style can make work/life easier--and sometimes harder Relationship Building: the basics of creating positive working relationships
Communication: techniques to connect more effectively with co-workers, members, etc.
Conflict: turning this monster into your friend
10:00 - 10:15 a.m.
NETWORKING BREAK
10:15 - 11:45 a.m.
CLOSING GENERAL SESSION
The Archeology of Passion: Excavating Your Enthusiasm
for Work & Life
Paul Wesselmann, Trainer, Stone Soup Seminars, Madison, Wisconsin
define passion
identify three components essential to rekindling passion
develop sample mission statements
explore practical techniques for fighting procrastination
assess their internal (personal wellness) and external (workplace) environment
