Employment Law Update
Sara Schwartz, Founder & President, Schwartz Hannum PC, Andover, MA

This interactive presentation will provide an overview of the most critical court decisions and legislative changes in labor and employment law during the past year, including such topics as: health care reform laws, EEOC guidance regarding family responsibilities discrimination, anti-bullying legislation, regulations allowing employers to favor older workers, transgender employee protections, the new Form I-9, Social Security no-match letters, federal and state minimum wage increases, height and weight discrimination laws, leave for victims of violent crime, expansive new military leave laws, and new EEO-1 reporting requirements.

Positive Impact People: Hiring the Right People (session repeats)
Jason Boles, Founder and President, Jason Boles Consulting, Kansas City, MO

No matter what your strategic plan includes, having the right team members in place is vital to achieving success. Hire the wrong people, and you stand to pay the price in poor business performance, sub-par member service, and decreased motivation by superstar employees. Be prepared to discuss strategies and concepts you can implement to ensure you are hiring the right people for your team!

Organizational Change (session repeats)
Angela Prestil, Director of Sales Culture Development, Credit Union National Association, Madison, WI  and Deb Trim, Creating Member Loyalty Performance Consultant, Credit Union National Association, Madison, WI
~ Sponsored by Educated Investor

Organizational change entails thoughtful planning and implementation, and an unwavering commitment to stay the course. This session looks at the key ingredients to successful change efforts and how to avoid the common pitfalls. The speaker will walk participants through an eight step model of organizational change (John Kotter, the Heart of Change, 2002) while relating the challenges she faced in implementing a sales through service culture change initiative. Participants will leave with a checklist to assess their organization's readiness for change.

How is Marriage Like Sales and Service?
Diane Nazarchyk, AVP Organizational Development, Alabama Telco Credit Union, Birmingham, AL
~ Sponsored by Creating Member Loyalty™ System of Training

Learner Outcomes:

1. How to nurture and build a relationship with a member to insure a lifelong commitment.
2. Skill development and coaching equals success.
3. The importance of coaching and accountability

Better Managing and Controlling Your Employee Benefit Costs - A New Perspective
Joe Tripalin, President, Preferred Benefit Partners Consulting, McFarland, WI

Today credit unions are faced with spiraling employee benefit costs with limited means to control them.  The session will present ways to rein in these costs using existing mechanisms and the exciting new concept of pre-funding of employee benefits.  Participants will learn about HRA's, HSA's, high deductible health plans, and be introduced to the concept of redirecting current investments to pre-fund employee benefit obligations.  This concept can actually lower the out-of-pocket costs of your employee benefits, not just slow down their growth.

Positive Impact People: Hiring the Right People
Jason Boles, Founder and President, Jason Boles Consulting, Kansas City, MO

No matter what your strategic plan includes, having the right team members in place is vital to achieving success. Hire the wrong people, and you stand to pay the price in poor business performance, sub-par member service, and decreased motivation by superstar employees. Be prepared to discuss strategies and concepts you can implement to ensure you are hiring the right people for your team!

Managing Adults in Mid-life
Pamela McLean, PhD., CEO, The Hudson Institute, Santa Barbara, CA

Organizational Change
Angela Prestil, Director of Sales Culture Development, Credit Union National Association, Madison, WI  and Deb Trim, Creating Member Loyalty Performance Consultant, Credit Union National Association, Madison, WI
~ Sponsored by Educated Investor

Organizational change entails thoughtful planning and implementation, and an unwavering commitment to stay the course. This session looks at the key ingredients to successful change efforts and how to avoid the common pitfalls. The speaker will walk participants through an eight step model of organizational change (John Kotter, the Heart of Change, 2002) while relating the challenges she faced in implementing a sales through service culture change initiative. Participants will leave with a checklist to assess their organization's readiness for change.

Compliance Training - A Panel Discussion
Michael Hiller, VP Administration, Stanford CU, Palo Alto, CA, Pat Trachsel, SVP Administration, Tampa Bay FCU, Tampa, FL and Brenda Schmidt, VP Human Resources, Sioux Falls FCU, Sioux Falls, SD
Moderator: Jennifer Godel, AVP Human Resources, Desert Schools FCU, Phoenix, AZ

Regulatory compliance is of great importance to financial institutions today. At this session a panel of credit union leaders representing small, medium and large asset-size credit unions will share their best practices and successes in building sound compliance programs. This will include how they achieved strong compliance audits at their organizations.

The Superperforming CEO: 15 Distinctions for Executives
Dave Guerra, CEO, Corpus Optima, Houston, TX
~ Sponsored by Preferred Benefit Partners Consulting

Superperformance is an optimization theory that everyone working in organizations needs to understand, because everyone has to go work on the transformation. The One Simple Formula, the 8 Simple Rules and the 10 Habits are components that all formal and informal leaders need to utilize and harness. But the 15 Distinctions are a special calling for Formal Leaders alone--- Board Members, CEOs and C-level executives with the highest levels of accountability and responsibility – the people who can institute large-scale change. Because of the nature of their roles they must make the fundamental changes required to take organizational effectiveness and operational performance to breathtaking new levels.

What makes the difference? What is it that makes systems surge and people soar? What keeps some organizations in the winner's circle year after year? Dave Guerra, organization performance consultant and author of the bestselling business book Superperformance, will share his newest work based on his upcoming book, Moving the Needle. It is further evidence that the underlying, astonishingly simple patterns of Superperforming companies are universal. It is also a call to action. For executives and organizations, it is a call to a new way of being--one that can achieve and sustain previously unimagined new levels of performance. It takes a step beyond what we already know to closely examine a variety of nontraditional practices, principles and policies that gave rise to a real Superperformer.

How to Avoid Stepping in “Stuff”: Onboarding Support for Newly Placed Managers
Mark Elliott, Founder, PowerStart Onboarding, Moreland Hills, OH

The increasing rate of leadership turnover coupled with the need for increased performance is making it imperative that organizations get their new leaders and managers at all levels up to speed faster and with fewer missteps along the way. This presentation will address the leadership dynamics impacting the credit union industry, the costs of not adequately dealing with these dynamics, and best-practices approaches that have emerged from years of research on how successful leaders transition and integrate into new positions and organizations. The audience will be presented with “What-to-do” and How-to-do-it processes for onboarding newly placed leaders.

The presentation will include audience participation that will increase their understanding of the many issues raised throughout the presentation.

New Hire Orientation: From Bland to Grand
Jason Boles, Founder and President, Jason Boles Consulting, Kansas City, MO

New hire orientation has traditionally been a blend of boring paperwork and outdated videos. Is this really the first impression you want to send to a new employee? This is actually the opportunity to impress your new hire, show them how much they are valued, and set them up for success! If you expect them to live your brand and represent your credit union's vision, mission, and values, you should probably review the new hire process and make enhancements that will make the program successful for all involved. This session will introduce you to simple and effective concepts you can implement to create a new hire event employees will want to attend again and again!

CEO Compensation for HR Professionals
Mike Dougal, Principal Consultant, HR Value Group, Plymouth, MI

Recruiting and retaining top CEO talent has become increasingly competitive for credit unions nationwide. Considering that 60% of CEOs plan to retire in the next ten years, now is the time to get your executive compensation plan ready for action.

This session is designed to assist HR professionals in navigating the three main components of compensation that are critical in recruiting and retaining your CEO: base salary, variable compensation and benefits/perks. We will address the delicate issue of compensation philosophy and understand how it drives the total compensation package.

We will also uncover the mystery of compensation surveys, learn how to effectively interpret the data and apply it to our credit unions.

Influencing Increased Performance Through an Engaged Workplace (session repeats)
Jeffrey Duke, Leadership Development Consultant, BECU, Tukwila, WA

Have you ever wondered about the financial impact of disengaged employees?  Want to know how to turn them into engaged employees?  Looking for a model to explain the inputs and the outputs of employee engagement?  During this powerful session, Jeffrey Duke will answer these questions and, using BECU as a case study, explain the dos and don'ts for improving employee engagement at your organization.

Objectives:

• Define Employee Engagement
• Explain why engagement is valuable to teams, companies and members
• Identify what you can do to improve engagement in your company
• Explain BECU's successes and challenges with their employee engagement initiative

Incentive Compensation for HR Professionals (session repeats)
Mike Dougal, Principal Consultant, HR Value Group, Plymouth, MI

High performing credit unions have found that true success is achieved by maximizing organizational value. The solution lies in a delicate balance between exceptional service to members, satisfied and motivated employees, and a financially strong bottom line. In this session, learn how your incentive program can contribute to your credit union's organizational value.

This session focuses on the importance of motivating and rewarding your employees to maximize job satisfaction and credit union performance. In addition to monetary incentive and bonus programs, we will explore fun and effective programs that cost little or nothing to implement.

Questions About Training Programs? Why Reinvent the Wheel (session repeats)
Clare Klose, VP Human Resources, Greylock Credit Union, Pittsfiled, MA, Diane Nazarchyk, AVP Organizational Development, Alabama Telco Credit Union, Birmingham, AL, plus one additional speaker TBA
Moderator: Lee Alderman, AVP Employee Relations/Development, Redwood Credit Union, Santa Rosa, CA

Learn some of the training practices of small, medium, and large credit unions regarding various aspects of training and development from assessing training needs to methods of instruction, to measures of effectiveness.

The Changing Role of the Front Line Manager
Deb Blatt, Group Restoration, Richmond, MA

In this environment to continually do more with less, how can everything be achieved? Managers who try to do too much of the work themselves often suffer burnout, neglect developing their people and do not advance in the organization. Research indicates that the average time spent on any one activity by managers is less than nine minutes. Manager's involvement is so widespread and the tasks so voluminous that there is little time for planning and delegating; the two primary tasks that make a manager more effective. This interactive session will review effective time management and delegation techniques and the importance of performance planning.

Where Will All the Leaders Come From? What is HR's Role in the Answer?
Mark Elliott, Founder, PowerStart Onboarding, Moreland Hills, OH
~ Sponsored by Preferred Benefit Partners Consulting

Leadership turnover in the credit union industry is projected to hit 50% or more in the next few years. How will the industry cope with this critical challenge? Where will tomorrow's leaders come from? Will they be ready? What should HR be doing to be a valued business partner and help assure good answers to these questions?

This participative session will focus on specific actions HR should be implementing to develop mid-level managers into tomorrow's senior leaders. The results of recent research in leadership effectiveness behaviors and a proven model for managing career success will be presented.

Influencing Increased Performance Through an Engaged Workplace
Jeffrey Duke, Leadership Development Consultant, BECU, Tukwila, WA

Have you ever wondered about the financial impact of disengaged employees?  Want to know how to turn them into engaged employees?  Looking for a model to explain the inputs and the outputs of employee engagement?  During this powerful session, Jeffrey Duke will answer these questions and, using BECU as a case study, explain the dos and don'ts for improving employee engagement at your organization.

Objectives:

• Define Employee Engagement
• Explain why engagement is valuable to teams, companies and members
• Identify what you can do to improve engagement in your company
• Explain BECU's successes and challenges with their employee engagement initiative

Incentive Compensation for HR Professionals
Mike Dougal, Principal Consultant, HR Value Group, Plymouth, MI

High performing credit unions have found that true success is achieved by maximizing organizational value. The solution lies in a delicate balance between exceptional service to members, satisfied and motivated employees, and a financially strong bottom line. In this session, learn how your incentive program can contribute to your credit union's organizational value.

This session focuses on the importance of motivating and rewarding your employees to maximize job satisfaction and credit union performance. In addition to monetary incentive and bonus programs, we will explore fun and effective programs that cost little or nothing to implement.

Questions About Training Programs? Why Reinvent the Wheel
Clare Klose, VP Human Resources, Greylock Credit Union, Pittsfiled, MA, Diane Nazarchyk, AVP Organizational Development, Alabama Telco Credit Union, Birmingham, AL, plus one additional speaker TBA
Moderator: Lee Alderman, AVP Employee Relations/Development, Redwood Credit Union, Santa Rosa, CA

Learn some of the training practices of small, medium, and large credit unions regarding various aspects of training and development from assessing training needs to methods of instruction, to measures of effectiveness.

"Being Evel Knievel: How to Safely Jump Your Generation Gaps"
Andy Janning, AVP Training and Quality Service, FORUM Credit Union, Indianapolis, IN

We've all faced it - a crowd full of faces of all ages, information that must be delivered to them, and several generational gaps between you and success. Jumping the gap requires careful measurement, the right amount of speed, good equipment, and a little creativity (not to mention a touch of craziness!). Learn how to master each of these requirements in this fast-paced session that's sure to bring your crowd to their feet - and success to their careers.

Communicate With Style: A Leaders Guide to Getting Things Done
Doug Nielson, President, Doug Speaks, Ogden, UT

This session addresses one of the most significant problems facing leaders today—a lack of vital and timely communication.  Clear the pathway to high performance by learning to communicate for content, trust building, and accountability.