Good to Great: Presentation Skills to Impress Your Learners
Angela Prestil, Director of Sales Culture Development, Credit Union National Association
Through this session you will develop your delivery skills to eliminate distractions, manage nervousness, project confidence and enhance credibility whether you're presenting one-on-one or to your entire credit union. You'll learn proven techniques to connect with your listener to gain involvement, attention and commitment. Participants will also have the opportunity to practice skills and techniques in a safe, supportive environment. In addition, you'll gain experience in managing the interaction of visual aids to support and add impact to your message by applying the delivery skills discussed, as well as learning tips and techniques for designing visuals to guarantee the visual supports the message.
When Employees Act Their Age: Generational Differences in the Workplace
Mark Arnold, SVP, Neighborhood CU, Dallas, TX
Work as duty. Work as means to leisure. Work as a challenge. Different generations approach employment differently. Employees active in today's labor market are divided into four distinct groups: Matures, Baby Boomers, Xers and the Dot Com Generation. Your willingness and adaptability as a progressive supervisor will determine how successful you are in managing and bridging these critical age ranges. This session provides:
An overview of Matures, Baby Boomers, Generation X & the Dot Com Generation
Making the work environment appealing to different generations
Supervising various generations
Creating intergenerational workplace synergy
As a manager of multiple generations, Arnold gives critical points on how to better work with each unique group.
5:30 - 6:00 p.m.
FIRST-TIME ATTENDEE RECEPTION
Open to first-time attendees at the conference
OPENING REMARKS
Kent Streuling, CUNA HR/TD Council Chair
8:15– 9:15 a.m.
KEYNOTE SESSION
Playing to Your Strengths! Real Championship Coaching
Mark Adams, President, EnthusiAdams, Springboro, OH
There are many business coaches today but not many REAL CHAMPIONSHIP COACHES. Mark Adams always challenges his team members to PLAY TO THEIR STRENGTHS and the results speak for themselves:
The season prior to his arrival as the Head Basketball Coach at three different universities those teams had a combined record of 28-54 (.431). After he implemented his strengths-based coaching philosophy those same three universities were 59-32 (.648) in his final coaching seasons combined producing conference and regional championships.
Mark left coaching and went into sales at a manufacturing company that was stagnant in sales at $48,000,000.00. Five years later that company grew to $96,000,000.00 in sales.
Mark Adams pursued a dream to be a college basketball analyst on ESPN. Adams began his college basketball broadcast career on local radio and TV in Dayton, Ohio . Mark appeared on 35 college basketball broadcasts on the ESPN family of networks last season.
Mark has created an educational experience that shares how he identified his strengths, his co-worker's strengths and his player's strengths to drive remarkable results. Mark Adams shares the successes, the failures and the lessons learned from those experiences. Adams has created a culture changing educational experience that will challenge each individual on your team to PLAY TO THEIR STRENGTHS!
The New FMLA Regulations: What You Really Must Know
Mark Ricciardi, Esq., Regional Managing Partner, Fischer & Phillips, LLP, Las Vegas, NV
This session will outline the changes mandated by the new FMLA regulations and provide important action steps that employers must put in place right away. The Employee Free Choice Act, (EFCA), if passed will subject virtually all employers regardless of size or industry to unionization without a secret ballot election. This session will outline the parameters of the proposed law and provide employer strategies for educating the workforce on the risks involved in signing a union card.
Compensation Issues
Clinton Koker, CEO, Koker, Goodwin & Associates, Wichita, KS ~ Sponsored by Preferred Benefit Partner Consulting, LLC
A good salary philosophy will be important to help our employees through these tough economic times. With budgets shrinking and employee salary needs growing, finding the best mix of compensation that meets the needs of the organization and the employee will be critical. This informative session will take a look at the whole compensation package to ensure you maximize your salary dollars.
Aligning Your HR Strategies with Your CU Strategic Plan
Dennis Graham, President/CEO, FI Strategies, LLC, Chesterfield, MO
Most credit unions do a great job of planning their strategies on the financial, operations and marketing aspects of their business. This session will address an aspect of the business that often evolves – the human resource side. We'll cover how to link the HR policies, including recruiting, compensation, incentives and bonuses, benefits and retention to your strategic plan.
Training Track
Training for High Rollers: Strategic Level Training
Suzanne Oliver, VP Educational Services, Mountain America FCU, West Jordan, UT and Jeffrey Duke, Leadership Development Consultant, BECU, Seattle, WA ~ Sponsored by BAI Learning & Development
At the end of this session you will be able to:
Understand what it means to provide strategic training
Align your training plan to your organizations objectives
Obtain buy-in from leadership
Increase your credibility and earn a seat at the table
Executive Series (9:45 a.m. - 12:30 p.m.)
Transformational Leadership: Going From Managers to Leaders/Mentors
Mark Arnold, SVP, Neighborhood CU, Dallas, TX ~ Sponsored by Profiles International
“Everything rises and falls on leadership, ” writes author John Maxwell. The challenge for many credit unions, however, is that too many supervisors are managers and not leaders. Whether it is a teller supervisor, branch manager, vice president or even “chief, ” all credit unions need not just managers but leaders/mentors. This session offers the following:
The difference between managers and leaders/mentors
Staff development techniques
Cultivating your staff ' s strengths
Mentoring tips and tactics
Creating a mentoring culture
As a credit union executive, Arnold gives practical ideas on how to transform credit union managers into leaders/mentors.
11:00– 11:15 a.m.
NETWORKING BREAK with Visits to Vendors ~ Sponsored by BECU
11:15 a.m. – 12:30 p.m.
BREAKOUT SESSIONS (repeat from above)
12:30 - 1:45 p.m.
MEMBERSHIP LUNCHEON
1:45– 3:00 p.m.
BREAKOUT SESSIONS
“Face-Off with Finesse: Eight Crucial Strategies to Defuse Emotional Time Bombs”
Trish Elledge, President, The Elledge Group, Englewood, CA
From this reflective and highly interactive presentation, participants will learn to identify and better understand the causes of emotional explosions from co-worker sand customers. They will be exposed to techniques to help them feel more comfortable in the presence of conflict and emotional eruptions and will learn key strategies and skills to effectively defuse the hostile individual to allow for a constructive and cooperative problem-solving dialog to commence. All attendees are required to participate in the skills practice portion of the training, which is based upon actual high conflict workplace situations.
Games Trainers Play
Angela Prestil, Director, Creating Member Loyalty, Credit Union National Association, Madison, WI
We all know the power of a great team building game, an extraordinary ice breaker, or an experiential exercise to reinforce learning concepts in our classrooms. During this session, you'll fill your tool box with some new games, as well as having the opportunity to share your favorite games, exercises, and ice breakers with others. Come and play with us!
Have you closed the sale on your sales culture, or is it still in negotiation? This interactive session looks at the necessary steps and key ingredients to transform a sales culture program into a “who we are” mentality. Is it a numbers game? Is it a philosophy game? Yes and yes. Hands-on proven practices that lead to measurable results will be shared. Participants will leave with an action plan to assess their organization's progress in “helping members get the most out of their financial life.”
Executive Series
Succession Planning: Creating a Fool Proof Plan
Gary Cottino, SPHR, Manager, Human Resources, Southwest Gas Corp., Southern Nevada Division, Las Vegas, NV ~ Sponsored by Profiles International
This session will help attendees gain an understanding of “what succession planning is, how to get started, and how to build a winning succession planning process.” Attendees will learn the business philosophy surrounding why succession planning in the business environment is important in today's tight job market where the competition for job candidates is fierce. Attendees will also learn how a succession plan can be used for performance management and employee development. Lastly, attendees will be given a Succession Planning Tool Kit for building a successful succession plan process.
3:00– 3:15 p.m
NETWORKING BREAK
3:15– 4:30 p.m.
BREAKOUT SESSIONS from above repeat
Executive Series
What's New on the Legislative Horizon
Bob Arnould, SVP Government Affairs, CA/NV Credit Union League, Sacramento, CA
Join Bob as he provides an update on the legislative activities for credit unions.
Join your peers for some quality networking time before you hit the town!! We know there are many, many options in Las Vegas for entertainment so we've decided to host a short networking gathering with several prize drawings. Of course we'll have cocktails and h ors d'oeuvres for you too!
WEDNESDAY, APRIL 8
8:30 - 4:00 p.m.
CONFERENCE REGISTRATION
7:30 - 8:15 a.m.
CONTINENTAL BREAKFAST
8:30 - 9:30 a.m.
GENERAL SESSION
State of the Economy
Keith Schwer, Director of the Center for Business and Economic Research, University of Las Vegas, Las Vegas, NV
Have you looked into your crystal ball recently to see what's in store economically for 2009? Does it look better than last year? Well if your crystal ball is not working properly, join us for this session to see exactly what is in store for 2009. Keith will provide you with all of the latest predictions on the direction 2009 will take us.
“Mediation Short Course: Strategies, Skills, and Negotiation”
Trish Elledge, President, The Elledge Group, Englewood, CO
This workshop will focus on key scenarios raised by attendees so that the skills and strategies presented will be geared to their specific situations and concerns. Participants will learn: 1) the framework, purpose, and spirit of a true mediation session; 2) the most effective core skills used by professional mediators; 3) how to evaluate a negotiation from each player's perspective in both private and court-related matters; and 4) how to impartially facilitate a negotiation to resolution without judging, advising, opining, or deciding the outcome for the parties.
Training Track
Don't Gamble with Your Employees: Career Development Strategies That Work
Clare Klose, VP Human Resources, Greylock FCU, Pittsfield, MA and Michael Hiller, VP Administration, Stanford FCU, Palo Alto, CA Sponsored by Passageways
Executive Series
Situational Leadership
Deb Blatt, President, Group Restoration, Richmond, MA ~ Sponsored by Profiles International
This highly interactive session focuses on helping participants develop their knowledge and skill for leading individuals effectively. Participants learn about their leadership styles and how to use a full range of styles to foster individual accountability and greater levels of performance. Once participants identify their own preferred style, they are able to assess and intervene with followers at their readiness level.
12:15 - 1:30 p.m.
CAFÉ CONVERSATIONS – CHOOSE ONE
Successfully Managing a One-Person Shop
Facilitator: Beverly Purtell, VP HR Management, Massachusetts CU League, Marlborough, MA
Do you wear many hats in your credit union? In one day are you training, recruiting, doing benefits…often at the same time? Join this Café Conversation to share and hear what others are doing to help manage these roles.
The Latest in Benefits
Facilitator: Kent Streuling, VP Human Resources, America First FCU,
Riverdale, UT
Do you have some really creative benefits you offer your employees? Wish you could get “out of the box” and be more creative with your benefit offerings. Join this Café Conversation to share and hear what others are doing with benefits.
Going Green
Facilitator: Jeffrey Duke,
Leadership Development Consultant, BECU, Seattle, WA ~ Sponsored by BAI Learning & Development
Is going green a reality for credit unions? What are we doing to ensure the earth is still “alive and well” for future generations? Join this Café Conversation to share and hear what others are doing to make our credit unions “green”.
Telecomuting Options
Facilitator:
Jennifer Morse,
VP Human Resources/Training,
Empower FCU,
Syracuse, NY
Is the price of gas becoming burdensome for you employees? Are they trying to balance their work and home life? Join this Café Conversation to share and hear what others are doing to help employees and their organizations find the balance.
1:45 - 3:00 p.m.
BREAK OUT SESSIONS (Training and HR sessions repeat)
HR Track
Employment Branding: Making the Connection Between Your Talk and Their Talent
Mia Perez, Director Marketing/Business Development, Louisiana FCU, LaPlace, LA Sponsored by Passageways
Put the best foot forward, prepare for questions, and present the ever impressive resume: it' s the normal process for the candidate. But what happens when the candidate is YOU? In this session, discover:
How to develop your employment brand to make them want to work for you
How to capture and retain A+ talent
What does your Google rep say about you?
The Top 5 Things Every HR Professional Should Understand About Finance
Keith Kauffeld, VP Operations, Air Academy FCU, Colorado Springs, CO
Gain an easy-to-understand overview of how to read a Balance Sheet, what to look for in the Income Statement, and why CFOs seem so stressed right now! We'll have an interesting discussion how and why the Feds move interest rates. And we'll discuss short-term and long-term HR-related decisions and how they can dramatically impact the financial performance of the credit union.
AAAAHHH - The Refreshing Leader
Kirk Weisler, Atlanta, GA
Re-FRESH Your Perspective, Re-charge Your Batteries and Re-plenish Your Spirit
Great Leaders know they must take time to replenish themselves to keep their leadership spirit fresh and their perspective positive. This breakout session promises to help leaders like you do just that.
Whether you are a strategic visionary, a technology guru, a problem solver, or a worker bee, you should take time to replenish yourself to keep your leadership spirit fresh and your perspective positive. At this session, Kirk will show you how to:
Understand and operationalize the powerful principle of "RE"
RE-focus your vision and discover how to put your strengths to work.
RE-fresh your attitude, your outlook and your brain!
RE-build a culture of possibility, positivity and unlimited potential
RE-invent yourself as a leader who inspires, engages, connects and leaves others RE-FRESHED!.
Plan to have fun and leave the Conference feeling Re-FRESHed.
Executive Series
New Innovative Technology: Five Specific Things Credit Unions Should Be Prepared To Do
Rudy Periera, SVP Operations and Technology, Alliant Credit Union, Chicago, IL
Mobile Banking - learn more about the many choices available for this channel
Online Banking - this is a channel ready to take over as a primary channel for members. See what's beyond inquiries, payments, and transfer
Red Flag Compliance - a new requirement that will have significant impact on technology and operations
Process Engineering - reducing cost is becoming a primary function of technology and operations. Discover methodologies that will provide a framework for success
Social software - collaboration tools being implemented in credit unions to further communications between employees, including instant messaging, blogs, web 2.0 and portals
3:00 – 3:15 p.m.
NETWORKING BREAK
3:15– 4:30 p.m.
BREAKOUT SESSIONS
from above Repeat
Executive Series
HR and Mergers: What Your Role Really Is
Jennifer Morse, VP Human Resources/Training, Empower FCU, Syracuse, NY; Marshall Paepke, SVP Human Resources, Mountain America CU, West Jordan, UT and one additional speaker TBA
Facilitator: Kent Streuling, VP Human Resources, America First FCU, Riverdale, UT
Join us for this lively panel discussion as we listen to three credit unions that have survived one or more mergers. They will detail what human resources role really is and steps you can take to prevent anynegative outcomes.
THURSDAY, APRIL 9
8:00 - 8:30 a.m.
CONTINENTAL BREAKFAST
8:30 - 10:00 a.m.
CLOSING GENERAL SESSION
Signature Moves: Standing Out in a Sit Down World Jason Hewlett
Jason Hewlett, the Internationally acclaimed performer, entertains with his One-Man Show of Music & Comedy. Jason unforgettable musical and comical impressions, stories, and inspiring message will have you laughing along the way. Jason realized he was different at an early age and he began to hone his talents which eventually became his calling card, or "Signature Moves." All of us have "Signature Moves" that make us stand out - rediscover yours as you watch Jason share the "Signature Moves" of some of the world's greatest musical acts of all-time! www.jasonhewlett.com | 1-877-501-SHOW
