PRE-CONFERENCE WORKSHOP REGISTRATION

CONFERENCE REGISTRATION

PRE-CONFERENCE WORKSHOP

More Better Workplace
Kirk Weisler, Chief Morale Officer – Speaker, Author, Atlanta, GA

Looking for ways to make your company culture a better place to work and play? If your work environment causes you to deal constantly with issues like disengagement, cynicism, sarcasm, negativity, burnout, toxicity, and apathy—and if sometimes you are even experiencing these yourself—this workshop is for you! You know your workplace can feel better, do better, and be better than it is right now. Learn how you can take your organization to higher ground!

You'll leave this session with a very clear understanding of what workplace culture is and how to make it better by positively and powerfully influencing it with proven cultural best practices. Some of the principles we will practice include establishing traditions, the deliberate use of stories, more meaningful recognition, inspiring versus requiring, “readership leadership,” creating a question -ABLE culture, and be coming a positively contagious leader.

Key Takeaways:

• You'll leave this session with a 52-week plan for improving your culture and workplace. Included in that plan will be several proven, published, and practical best practices for building culture.
• You'll leave with a list of resources to keep you energized and focused on your journey.
• You will know exactly what to do at your very next team meeting to motivate and inspire them!

This is no “butts in seats” workshop—be prepared to move, groove, go and grow! Learning is better when learning is fun! 

WELCOME RECEPTION
Open to first-time attendees at the conference

WELCOME RECEPTION
Open to ALL attendees
~ Sponsored by CUNA CPDOnline

CONFERENCE REGISTRATION

CONTINENTAL BREAKFAST

OPENING REMARKS
Jennifer Morse, HR/TD Council Chair, VP Human Resources, Empower FCU, Syracuse, NY

KEYNOTE SESSION

A Human Becoming – and a Leader Too
Kirk Weisler, Chief Morale Officer – Speaker, Author, Atlanta, GA
~ Sponsored by Creating Member Loyalty™ System of Training

The truly great leaders, like the truly great organizations never arrive at destination “excellence”. Rather it is something they continuously strive for. Greatness is not some place you go to, it's some place you grow to. This keynote/session will explore the power and potential of personal and institutional growth, how they are connected, affected and how adopting the mindset of the “Human Becoming” is the best ways to increase engagement, improve workplace culture, and keep yourself and your team refreshed, resilient and ready to take on any change or challenge. Come join us and be “Becoming.”

NETWORKING BREAK with Visits to Sponsors
~ Sponsored by Financial Management Solutions

BREAKOUT SESSIONS

Introduction to Social Media for HR (session repeats)
Christopher Morris, Web Manager, CUNA Councils, Madison, WI

Blogs, YouTube, Twitter, MySpace & Facebook... what does it all mean for your credit union & HR? Love it or hate it, your employees (and members) are engaging in social media and it's not going away anytime soon.

This session will introduce social media/web 2.0 and examples of how credit unions and others are leveraging this new technology to stay relevant. Learn how to use social media in your recruiting, employee training, internal communication, and much more. Attendees will also walk away with tools to monitor employee comments online and develop social media policies.

Meeting Facilitation (session does not repeat)
Pat Trachsel, SVP Administration, Tampa Bay FCU, Tampa, FL
~ Sponsored by Integrity Solutions

This session will cover meeting facilitation from beginning to end. Participants will learn how to prepare for the meeting, how to deal with difficult participants and maintaining control of the meeting. It will also focus on how to ensure you and the participants get what they came for.

Key Takeaways:

• Preparation starts with determining the end results
• Participant involvement – from the ideal to the nightmare of losing control
• How to ensure meetings are valuable and worthwhile

General Employment Law Update for 2010 (session repeats)
Aaron Zandy, Esquire, Ford & Harrison, LLP, Orlando, FL
~ Sponsored by American Background Information Services, Inc. and CUNA Strategic Services

The legal landscape of the workplace in the United States is ever-changing, and 2009 has seen some of the most sweeping changes ever. Amendments and new regulations that became effective in 2009 already have altered employers' obligations, and the President and Congress are considering other sweeping changes. This presentation will discuss recent developments and some of the most significant proposed labor and employment legislation.

Dig Deep

Business Continuity Paul Sullivan, VP/General Manager, Agility, Atlanta, GA, Earl Brendle, VP, Suncoast Schools FCU, Tampa, FL and Tim Ruff, CEO, Telecom Recovery, Sandy, UT We will look at all the aspects of business continuity, including those areas not traditionally associated with HR, and to give participants experience in balancing all of the aspects of a business continuity program Key Takeaways: Identify all of the major operational areas addressed by the business continuity program: Communications, Member Service areas, Facilities, Health and Safety Issues, IT issues, HR policies, and Community Response. Experience preparations in three major areas: Facilities Technology Issues Community Response Understand resources outside of the Community: Vendors, Local Governments, Associations. Take home examples from a model drill

COMMUNICATION BREAK (check voice mails, etc.)

MEMBERSHIP LUNCHEON
~ Sponsored by BAI Learning and Development

BREAKOUT SESSIONS

Introduction to Social Media for HR
Christopher Morris, Web Manager, CUNA Councils, Madison, WI

Blogs, YouTube, Twitter, MySpace & Facebook... what does it all mean for your credit union & HR? Love it or hate it, your employees (and members) are engaging in social media and it's not going away anytime soon.

This session will introduce social media/web 2.0 and examples of how credit unions and others are leveraging this new technology to stay relevant. Learn how to use social media in your recruiting, employee training, internal communication, and much more. Attendees will also walk away with tools to monitor employee comments online and develop social media policies.

General Employment Law Update for 2010
Aaron Zandy, Esquire, Ford & Harrison, LLP, Orlando, FL
~ Sponsored by American Background Information Services, Inc. and CUNA Strategic Services

The legal landscape of the workplace in the United States is ever-changing, and 2009 has seen some of the most sweeping changes ever. Amendments and new regulations that became effective in 2009 already have altered employers' obligations, and the President and Congress are considering other sweeping changes. This presentation will discuss recent developments and some of the most significant proposed labor and employment legislation.

Wellness Programs that Work
Rick Schemm, VP Employment Services, Royal CU, Eau Claire, WI and Nancy Crisler, VP HR and Member Services, South Florida Educational FCU

Two credit union professionals provide information on creating, organizing, implementing and measuring their wellness programs – including details of the programs and cost/benefit analysis. Come and see how to create buy-in and increased wellness at all levels of the credit union.

Key Takeaways:

• Learn how to measure active participation
• Measure effectiveness: Calculate a cost analysis - savings in decreased claims vs. vendor cost
• Determine what to look for in a vendor/wellness partner

Dig Deep (continuation from the a.m. session )

Business Continuity Paul Sullivan, VP/General Manager, Agility, Atlanta, GA, Earl Brendle, VP, Suncoast Schools FCU, Tampa, FL and Tim Ruff, CEO, Telecom Recovery, Sandy, UT We will look at all the aspects of business continuity, including those areas not traditionally associated with HR, and to give participants experience in balancing all of the aspects of a business continuity program Key Takeaways: Identify all of the major operational areas addressed by the business continuity program: Communications, Member Service areas, Facilities, Health and Safety Issues, IT issues, HR policies, and Community Response. Experience preparations in three major areas: Facilities Technology Issues Community Response Understand resources outside of the Community: Vendors, Local Governments, Associations. Take home examples from a model drill

NETWORKING BREAK
~ Sponsored by D. Hilton Associates, Inc.

GENERAL SESSION

Economics Update
Bill Hampel, SVP/Chief Economist, Credit Union National Association, Washington, D.C.

Few times in our nation's history have we encountered economic challenges like we face today. What we all seek is information that will help prepare, enlighten and guide us as we look forward to the coming years. What's the outlook for the economy and credit unions for the next year? How long and deep will the economic slowdown be, and how will it affect credit unions as a whole and the role HR and training professionals? What are the best economic indicators to focus on to get a sense of “where were at” moving forward?

NETWORKING RECEPTION
~ Sponsored by CUNA Mutual Group

Join us from 5:00 – 6:00 p.m. for more networking time with our sponsors and your peers at the conference. We'll have light snacks and beverages for you. At 6:00 p.m. you will board buses for Universal's City Walk. Once there, you will have time to dine at one of their many restaurants, do some shopping or listen to music. There will be something for everyone. At 9:00 p.m. you will re-board the buses for transport back to the hotel. It will be an evening you'll enjoy.

CONFERENCE REGISTRATION

CONTINENTAL BREAKFAST

ANNOUNCEMENTS & GENERAL SESSION

“Heading Towards Virtual”: The Concept Of Personal Bankers
Tony Ward Smith, President, Ward & Company: Performance Counsel to Credit Unions, Seattle, WA

How soon before your credit union closes down most (if not all) of its branches and “goes totally virtual”?

Never happen, you say? Don't be so sure. The direction consumer banking is taking suggests this consideration as both a realistic survival strategy and a market-growth opportunity. But whether you're eager for it to happen soon, or don't imagine anything of the sort in the foreseeable future, the one operational dimension it calls for that will pay off for all credit unions— now, and well into the future— is that of “Personal Banker.” Yes, we're talking about your tellers, your MSRs, your loan officers…ALL your member-contact employees. We're talking about adjusting the perceptions of the very core of your entire operation. And we're suggesting that it is time to instigate some new internal strategies, new organizational arrangements, new training practices and new performance dimensions at your credit union. No, it's not a radical idea. It is already tried and true. And, rather than calling for a total, all-out internal culture shift, it really only requires a formalization of many of the practices and inclinations that are already alive and functioning effectively within your organization. Yet the payoff may well be the greatest strategic gain you can make in fulfilling the base intention of your credit union— Helping Your Members Improve Their Personal Financial Circumstance!

(Learn both the “WHY” and “HOW” of this important strategic concept…and take away a list of the basic steps for instigating a “Personal Banker” program at you credit union.)

NETWORKING BREAK with Visits to Vendors
~ Sponsored by Mountain America CU

MINI WORKSHOPS

The Fun and Fundamentals of Team Building
Ilana Guttmann, Instructional Design Consultant, Madison Valley Consultants, Seattle, WA

Play.  This active session starts with some quick, easy to replicate team-building activities great for a range of group sizes and styles. 

Next: Dissect.  We'll take a look at what makes experiential activities such powerful tools for building highly effective and efficient teams.        

Key Takeaways:

• An experience of team building activities and an understanding of what makes them effective.
• An understanding of how to select a team-buildling activity that addresses the needs and outcomes of a specific group at a specific time.
• An understanding of the stages of group development and how experiential activities can facilitate a group's progress and effectiveness.

Performance Consulting: Coaching for Improvement
Beverly Purtell, VP Human Resource Management, Massachusetts CU League, Marlborough, MA
~ Sponsored by Integrity Solutions

In turbulent times when staffing across the board is lean and management is stretched, it is easy for a manager to get caught up in other tasks besides coaching for improvement. In the best of times, most managers will indicate that performance management and performance coaching are functions that are easily procrastinated. Yet performance management and coaching for improvement are critical, albeit time-consuming, requirements for a manager today. Ask yourself these questions:

• Do your employees know what's expected of them in their job performance? Are you sure?
• Do your employees know what good performance looks like? Have you ever outlined it?
• How have you consistently communicated performance standards? Would your employees agree?
• Do employees feel they receive feedback throughout the year? Or are they surprised with the annual results in a performance review?
• Is there a better way to coach for improvement to get the results you want from your subordinates? Have you actually analyzed what is getting in the way of those results?

If you answered, “Are you kidding!” or “ I'm not sure” or “ Who has time,” to these questions, then it is time to consider changes in how you review employee performance and how you coach an employee along the way for improvement. Good performance consulting is the trademark of a great manager. You provide your underperforming employee with an opportunity to turn a problem around with your guidance; and you demonstrate to your performing employees the fairness of the process… and the ultimate results.

Good to Great: Presentation Skills to Impress Your Learners
Angela Prestil, Director Sales Culture Development, Credit Union National Association, Madison, WI

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.

CAFÉ CONVERSATIONS – CHOOSE A ROUNDTABLE

Due to popular demand, we are continuing with the Cafe' Conversations again this year! You'll be able to grab your lunch and join one of four different conversations each facilitated by a topic expert.  Don't worry if you see more than one conversation that looks interesting to you.  It's OK to get up and move between the discussions to hear as much as you'd like.

Wellness Programs
Facilitator: Diana Wozniak, Human Resource Manager, Tampa Bay FCU, Tampa, FL

The worksite can be put to use as a means of assisting employees to adopt a healthier lifestyle. Employers can also benefit from worksite wellness program including reduced healthcare costs, reduced employee absenteeism, improved employee morale, and increased productivity. Join this Café Conversation to share and hear what others are doing with wellness programs.

Social Media
Facilitator: Christopher Morris, Web Manager, CUNA Councils, Madison, WI

Is it time to try Twitter? Are you participating in LinkedIn and are trying to figure out how to use Facebook for recruiting? Do you work for a credit union that has never talked about social media? Join this Café Conversation to share and hear how others are using social media to recruit and hire talented people.

Mergers
Facilitator: Kent Streuling, VP Human Resources, American First CU, Ogden , UT

Mergers are difficult to get right in the best of times. How does corporate culture change when two credit unions combine? What is the role of HR in a merger? Join this Café Conversation to share and hear what others are doing to make credit union mergers successful.

BREAK OUT SESSIONS

Change In The Ranks: Succession Planning (session does not repeat)
Gene Mandarino, Training Director, HRN

In today's uncertain environment a good succession plan can create certainty. A formal succession plan enables credit unions to identify, groom, and promote internal candidates, minimizing the risk of leadership talent leaving, and ensuring continuity of operations if key leaders do leave.

In this succession planning presentation participants will review the business reasons for creating a succession plan, understand the role Human Resources plays in the succession process, identify the components of a good succession plan; and understand the basic steps required to do a succession plan.

Compensation Trends (session repeats)
Christie Summervill, VP & Practice Leader, Koker Goodwin & Associates, Wichita, KS
~ Sponsored by OM Financial Group

The financial industry faces a multitude of compensation challenges – a global financial crisis, economic recession and government-sanctioned restrictions on compensation. At the same time, the Troubled Asset Relief Program (TARP) is driving all financial institutions — whether TARP participants or not — to re-examine existing compensation arrangements related to severance payouts, clawbacks, incentive plan risk, and Say on Pay. Combined, these challenges can make it increasingly difficult to attract, motivate and retain key members of their senior management team. With less money for salary increases, all financial institutions have focused on performance management and incentive planning to define and reward top performers. Join a panel of your peers in this highly interactive discussion to learn about the latest in compensation trends and hear them discuss their credit unions approach to incentive planning; what has worked and what hasn't.

Design Trainings that Really Pay Off (session does not repeat)
Ilana Guttmann, Instructional Design Consultant, Madison Valley Consultants, Seattle, WA

Effective trainings aren't a coincidence. They are designed  in a way that helps learners appreciate what they do and don't know. Excellent trainings plan  to give participants  perspective on their own skills and a clear path for improvement.  Excellent trainers intentionally create  techniques that help the cohort relax, pose engaging questions and connect  well beyond the classroom doors. Take a closer look at the ingredients for designing trainings that really pay off! 

Key Takeaways:

• An experience and an understanding of the building blocks of a collaborative learning environment.
• An experience and an understanding of the experiential wave and its role in the classroom.
• An understanding of the interplay between facilitation and training and how to utilize the tools of each to enhance learning.

Dig Deep (1:45-4:30 p.m.)

The Base Factor Of Employee Motivation…And Other Things Learned From Employee Surveys Tony Ward Smith, President, Ward & Company: Performance Counsel to Credit Unions, Seattle, WA ~ Sponsored by CUNA Research Services Credit Union Employee Surveys are tremendously revealing. We've been doing them for credit unions for years. Clients use them to ask employees what they think about the credit union itself, the work they do, their particular supervisors, and related matters. And employees respond! Directly…definitely…candidly — they tell us. There is always one answer…one critical answer…that scores at the very top of every list. And it is very reassuring. It tells us that our people are more committed, more where-we-want- them-to-be , than we generally think they are. But survey scores aside, the real purpose— the real usefulness — of doing employee surveys…is not as a way of measuring attitude and morale, but rather, as a tool for improving the performance of the organization. In this session we'll talk directly about employee motivation. We'll present some basic trends in survey responses, and talk about how to go about using employee input to enhance credit union performance.

NETWORKING BREAK - Sponsor Drawings
~ Sponsored by BECU

BREAKOUT SESSIONS

Integrity is Your Competitive Advantage (session does not repeat)
Walt Zeglinski, CEO, Chief Client Advocate, Integrity Solutions, Scottsdale, AZ
~ Sponsored by Creating Member Loyalty™ System of Training

Creating value is largely a result of the integrity that a service team demonstrates in their day-to-day performance. In a tough and highly competitive economy, differentiated, ethics based performance can be the key to acquiring new members and improving member satisfaction and loyalty. 

But how can sales/service teams consistently outperform their competitors?

Participants in this presentation will walk away with new insights into how they can better' differentiate' themselves and their organization as well as create value, and, most importantly achieve RESULTS.

Compensation Trends
Christie Summervill, VP & Practice Leader, Koker Goodwin & Associates, Wichita, KS
~ Sponsored by OM Financial Group

The financial industry faces a multitude of compensation challenges – a global financial crisis, economic recession and government-sanctioned restrictions on compensation. At the same time, the Troubled Asset Relief Program (TARP) is driving all financial institutions — whether TARP participants or not — to re-examine existing compensation arrangements related to severance payouts, clawbacks, incentive plan risk, and Say on Pay. Combined, these challenges can make it increasingly difficult to attract, motivate and retain key members of their senior management team. With less money for salary increases, all financial institutions have focused on performance management and incentive planning to define and reward top performers. Join a panel of your peers in this highly interactive discussion to learn about the latest in compensation trends and hear them discuss their credit unions approach to incentive planning; what has worked and what hasn't.

Balanced Scorecard Programs (session does not repeat)
Michael Hiller, San Francisco, CA

Introduces the participant to the basic modalities of a Balanced Scorecard program, and shows them how to use the program to control accruals, and awards of an incentive or profit sharing program.

Key Takeaways:

• Understand the basic concepts of the Balanced Scorecard
• Understand the benefits of a Balanced Scorecard Program for their Credit Union
• Understand how the metrics of the Balanced Scorecard can be used to control the accrual for the incentive program
• Understand how individual or departmental scorecards can be constructed.
• Understand how awards from the controlled pool are awarded based on the individual or departmental scorecards.
• Understand how scorecards can be integrated into an Employee Performance Plan

ON YOUR OWN

CONTINENTAL BREAKFAST

LEARNING LAB

It Ain't Your Daddy's Personnel Department Anymore! Oh, how HR has changed!
Moderator: Tom Glatt, President/CEO, Realtors CU, Rockville, MD

HR encompasses every phase of the business: how you hire, retain, and motivate; how you compensate and reward in a competitive environment; how a Board plans for succession, budgets for human capital management, or communicates policies; how management disciplines, promotes, or terminates; how it coaches the management team to be successful. HR directs the investment in your most important asset: employees. It is this investment in human capital management that differentiates the winners from those who wish they were winners. And each and every step along the way is regulated by a myriad of State and Federal guidelines or regulations. HR isn't record-keeping, benefits, and payroll anymore!

This Learning Lab is intended to make us ponder the future of HR and how we as HR professionals both impact and embrace that future. The Learning Lab will feature our Guest Speaker, Tom Glatt, the CEO of Realtors Federal Credit Union, who will introduce the Lab with a discussion on how the credit union industry itself has changed and continues to evolve, and then he will challenge us to articulate the new role and challenges of HR.

After the presentation, we will break into 5 sections to discuss HR topics for 2010 and beyond. Each group will be assigned one of the following topics. We challenge you to rethink the HR role and how you raise the bar on that role. We challenge you to articulate the strategic value of HR in today's changing environment. And we challenge you to assess yourself in that process.

Discussion Topics

• How does HR coach managers to motivate employees despite layoffs, pay freezes, benefit cuts, mergers, etc.? How does HR make compensation relevant when pay increases are 3% pay or less?
• How does HR perform as a positive change agent within an industry in flux. What's HR's role in advocating for organizational redesign? How does HR guide staff in adjusting to new configurations, new senior management, consolidation, outsourcing, etc.
• What is HR's role in training the entire management team? … even when it might not be an invited role? Is it HR's role to just provide information or help the management team own the information? How is this best accomplished?
• As we start a new decade, how does HR embrace telecommuting in a retail environment? What are the pitfalls? What are the advantages? How can we make this work? Can we make this work without alienating some of our employees without that option?
• What is the strategic/business partner role of HR in the 21 st century? You might be there, but your boss might not be;. How does HR advocate for itself? What's HR's role/relationship within all the management silos?

Discussion groups will last minutes 20 minutes. Groups are tasked with first outlining the problems or challenges your specific topic presents. Then the discussion groups will create potential solutions, policies considerations, recommended “to do” lists, etc.

Following the discussion period, we will come together as a general session. Each Topic Leader will give a brief 2-minute outline of the challenges and potential solutions. Our Guest Speaker will then facilitate a general discussion on those results.

For our Learning Lab to be successful, we want all participants to leave considering how the new role of HR challenges you and how you continue to grow to meet this challenge. Does it mean joining the right network? … knowing who is out there to call? … reading a great management book? … finding a new tool? Where are you in your career and how do you get to the next step? This Learning Lab will help you map your own personal challenge.

NETWORKING BREAK
~ Sponsored by Tech CU

CLOSING GENERAL SESSION

Six String Leadership: The New Model for Leadership Greatness in Tough Times
Dave Timmons, Tampa, FL

In this entertaining and inspirational closing program, Leadership Artist Dave Timmons will unlock the simple secrets to propel your influence to new levels in 2010 and beyond. Be prepared to learn what separates GREAT leaders and influencers from everyone else, especially during tough times. By the way, the guitar is NOT a prop.

Come ready to Rock the House with Dave as he performs some original songs and parodies.

Key Takeaways:

• Find new COURAGE to disable your most limiting fears and move forward
• Make TRUST your Trademark, giving you the edge in every business or personal transaction
• INSPIRE and acquire breakthrough results by unlocking the tools in your Emotional Toolbox