CONFERENCE REGISTRATION

PRE-CONFERENCE WORKSHOP

Succession Planning and Leadership Development:
Issues, Tools and Tactics
Jim Cardwell, CEO, Cardwell Leadership, Westlake, OH

This session will focus on the senior executive level HR and Training staff. Participants will build an understanding of the difference between Succession Planning and Leadership Development. In this workshop we will discuss the objectives, review tools and discuss how to optimize each approach.

Specific Areas Covered:

• Succession Planning – A tool for developing Career Profiles; The mechanics of Depth Charting; A review of assessment and interview strategies to identify high potentials


• Leadership Development – A research review to show why leadership development typically has low impact; An outline of the 10 leadership development gaps that lead to a negative ROI on leadership development time and expenditures—and what you can do to move beyond these barriers; A review job-based development tactics; An overview of core assessment instruments; The necessary conditions for job-based learning and development.


• Why you need both – A discussion of the integration and benefits of deploying both approaches.

ORIENTATION FOR FIRST-TIME ATTENDEES

We invite all conference first-time attendees to join us at this event. Meet the HR/TD Council executive committee and find out what our conference is all about.

WELCOME RECEPTION
Open to ALL attendees
~ Sponsored by CUNA CPDonline

CONFERENCE REGISTRATION

CONTINENTAL BREAKFAST - Visit with Sponsors

WELCOME and OPENING REMARKS
Jennifer Morse

KEYNOTE SESSION

Dreams and Dreamers:
How to Innovate like Walt Disney and the Pixarians
Bill Capodagli, Dreamer, Castle Builder, Storyteller, West Olive, MI

Pixar is the benchmark of innovative success. With numerous Academy Awards under their belts, they keep breaking the mold on creativity and taking it to the next level. From Toy Story to Up, Pixar never settles for what they’ve done but continues to look forward to the future.

Bill takes you on a tour of the most innovative, creative organization in the world. You’ll learn how to look at the world through a child’s eyes (and why it’s important). You’ll learn how to believe in your team … how to jump in and try something different … how to create your own corporate playground … and more.

Among the Key Points You’ll Learn:

• The Dreamers
  Walt Disney and the Pixarians


• Dream Like a Child
  Where did the creativity go?


• Believe in Your Playmates
  Collaboration in the sandbox


• Dare to Jump in the Water and Make Waves
  Try, Learn, Try Again


• Do Unleash Your Childlike Potential
  Make a Dent in the Universe


• New Beginnings

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

BREAKOUT SESSIONS

Health Care Reform: Maneuvering the Compliance Maze

Brad Pricer, Group Benefits Product Manager, CUNA Mutual Group, Madison, WI

Health care reform is a moving target. Do you have the knowledge you need to keep your plan in compliance? The new health care reform law is leading to significant changes in the benefits landscape and compliance requirements for employers. Don't let your staff get bogged down by the requirements of a complex and changing program. The rules and expectations for employers are complex, and it can be challenging and risky to navigate them on your own. This session will provide a comprehensive overview of the expectations this law places on employers, the risks of being out of compliance and practical steps to meet obligations the new law requires. Attendees will leave the session with tools to assure timely compliance, grandfathering provisions and options to consider to help you minimize the impact to your credit union and to your staff.

Best Practices in Talent Management: A Panel Discussion
(session does not repeat)
Clare Klose, VP Human Resources, Greylock FCU, Pittsfield, MA
Lynn Stephens, SVP Human Resources, Mountain America CU, West Jordan, UT
Linda Steger, VP Human Resources, NRL FCU, Oxon Hill, MD
~ Sponsored by O.M. Financial Group

Hear three credit unions’ perspectives on how they have each developed their talent management strategy and processes. This discussion will also include how they use this strategy to develop employees in their current positions and as they look for future opportunities. There will be plenty of time at the end of the discussion for you to ask questions of the panelists.

The Road to Balance: Your Work and Personal Life
(session repeats)         
Cynthia Hill, MPA , Sr. Consultant, Hill and Company Communications, Oakland, CA

In this session, you will learn to look at ways to balance the pressures, expectations, and desires in your life by identifying priorities and taking responsibility for choices. As well, you will explore how achieving and maintaining balance can improve the quality of your life.

 

Dig Deep Session (continues from 1:30 - 2:45 p.m.)

HR is Critical to Strong Financial Performance Suzanne Weinstein, CFO, Orlando FCU, Orlando, FL ~ Sponsored by CUNA Compensation Reports Understanding your organization's financial picture will position your HR team as strong strategic leaders in your credit union. Learn to become a key player in the budgeting process and how building a strong credit union team translates into strong financial performance.   Learning Objectives: Learn what numbers drive NCUA, Board and Executive Management's strategic decisions. Become a key player in the strategic and operational budgeting process for your credit union. Understand how strong recruiting/training will strengthen financial performance.

COMMUNICATION BREAK (check voice mails, etc.)

MEMBERSHIP LUNCH

Join us and hear the HR/TD Council chair, Jennifer Morse, update conference attendees on all of the latest happenings with the HR/TD Council.

The winners of the HR/TD Council Excellence Awards will be honored during the luncheon and presented with their awards in the following categories:

• Employee Engagement
• HRTD Management Practices
• HRTD Strategic Leadership

BREAKOUT SESSIONS

Health Care Reform: Maneuvering the Compliance Maze
Brad Pricer, Group Benefits Product Manager, CUNA Mutual Group, Madison, WI

Health care reform is a moving target. Do you have the knowledge you need to keep your plan in compliance? The new health care reform law is leading to significant changes in the benefits landscape and compliance requirements for employers. Don't let your staff get bogged down by the requirements of a complex and changing program. The rules and expectations for employers are complex, and it can be challenging and risky to navigate them on your own. This session will provide a comprehensive overview of the expectations this law places on employers, the risks of being out of compliance and practical steps to meet obligations the new law requires. Attendees will leave the session with tools to assure timely compliance, grandfathering provisions and options to consider to help you minimize the impact to your credit union and to your staff.

The Road to Balance: Your Work and Personal Life 
Cynthia Hill, MPA , Sr. Consultant, Hill and Company Communications, Oakland, CA

In this session, you will learn to look at ways to balance the pressures, expectations, and desires in your life by identifying priorities and taking responsibility for choices. As well, you will explore how achieving and maintaining balance can improve the quality of your life.

Mentoring Skills: Creating a Legacy of Contribution, Self-Reliance and Leadership Effectiveness (session does not repeat)
Nigel Bristow, Founder/President, Targeted Learning, Orem, UT
~ Sponsored by D. Hilton Associates

Understand how Mentoring can create a legacy of contribution by using dialogue, modeling and hands-on work experience to help others increase in skill, confidence, self-reliance and achieve their own version of career success.

Dig Deep Session (continuation from morning)

HR is Critical to Strong Financial Performance Suzanne Weinstein, CFO, Orlando FCU, Orlando, FL ~ Sponsored by CUNA Compensation Reports Understanding your organization's financial picture will position your HR team as strong strategic leaders in your credit union. Learn to become a key player in the budgeting process and how building a strong credit union team translates into strong financial performance.   Learning Objectives: Learn what numbers drive NCUA, Board and Executive Management's strategic decisions. Become a key player in the strategic and operational budgeting process for your credit union. Understand how strong recruiting/training will strengthen financial performance

NETWORKING BREAK - Visits with Sponsors
~ Sponsored by BECU

GENERAL SESSION

The Top 10 Tips for Operational and Technology Efficiency of Your Employees
Rudy Pereira, SVP Operations and Info Technology, Alliant CU, Chicago
~ Sponsored by CUNA Technology Council

Technology and operational efficiency has enabled credit unions of all sizes to compete successfully but mismanagement can short-circuit even the most comprehensive strategy and business plan. This session will focus on providing insights, recommendations and best practices in systems and solutions. Learn how an automated workflow, online self-service processes and process improvement methodologies and techniques can help balance your bottom line in these difficult economic times and the people you need to make all this work.

NETWORKING EVENT
~ Sponsored by CUNA Mutual Group

CONFERENCE REGISTRATION

CONTINENTAL BREAKFAST - Visits with Sponsors

CONFERENCE ANNOUNCEMENTS

GENERAL SESSION

Economic Update     
Steve Rick, Sr. Economist, Credit Union National Association, Madison, WI
~ Sponsored by CUNA Pressing Economic Issues Series

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 of operations and technology professionals? What are the best economic indicators to focus on to get a sense of “where were at” moving forward?
                              

NETWORKING BREAK - Visits with Sponsors
~ Sponsored by Travitor Media

MINI WORKSHOPS

Celebrating and Leveraging Diversity at your Credit Union
Beverly Purtell, VP Human Resource Management, MA/NH/RI Credit Union Leagues, Marlborough, MA       

Diversity in the US is a wonderful fact of life and impacts all of us in every facet of our lives. This workshop is designed to look at demographic trends and realities as well as the similarities & differences between cultures, generations, religions, etc.  To quote Rene Dubos, “Human diversity makes tolerance more than a virtue; it makes it a requirement for survival.”  In our industry where “serving the underserved” is our mission, celebrating and leveraging diversity is not only a virtue but how we will continue to thrive as an industry.  Join us to look at how you celebrate and leverage diversity at your credit union with your employees and with your members.

Onboarding: The Road to Retention
Maureen Noviello, SVP Human Resources, St. Mary’s CU, Marlborough, MA
~ Sponsored by O.M. Financial Group

In today’s new world, your current orientation program may not be cutting it.  Although new hire orientation and on-boarding are often referred to interchangeably, a distinction can be made.  What’s the distinction – join us and find out!

CAFÉ CONVERSATIONS – CHOOSE A ROUNDTABLE

Topic 1: Engagement in the Economic Turnaround
Facilitator: Rob Carmichael, SVP HR & Training, Hampden, ME
~ Sponsored by Executive Benefits Solutions

Topic 2: Optimizing Employee Assessments for Selection, Development and Retention
Facilitator: Gene Mandarino, MAOD, Organizational Development Manager, HRN Management Group, Oregon, WI

Topic 3: Using Social Media as a Recruiting Tool
Facilitator: Jennifer Godel, VP HR/TD and Quality, Desert Schools FCU, Phoenix, AZ

 

BREAKOUT SESSIONS

Presentation Skills to Impress Your Learners (session does not repeat)
Angela Prestil, Director of Sales Culture Development for Creating Member Loyalty™ at the Credit Union National Association, Madison, WI
~ Sponsored by D. Hilton Associates

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.

Outstanding Leadership (session repeats)
Sean McDonald, Chief Marketing Officer, Liberty Savings FCU, Jersey City, NJ
~ Sponsored by the CUNA Marketing & Business Development Council

Good members, referrals, ROA – these are all important for any credit union’s success.  But it is also CRUCIAL for credit unions to have OUTSTANDING LEADERSHIP if they are to have long-term success!  Credit union directors and executive management personnel must start to think LONGER-TERM and look past the horizon.  Are you developing leaders?  Is the staff motivated to bring the credit union to levels of success never before imagined?  This session will discuss the importance of OUTSTANDING leadership, how to get it at your credit union, and how to keep it for the long-term.

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

Employment Law Update Aaron Zandy, Attorney, Ford and Harrison, LLP, Orlando, FL The Labor and Employment Law World is changing almost daily and the challenges employers face are becoming more and more demanding. It is absolutely critical that employers stay up to date on recent employment-related court decisions and legislation and then analyze the impact to their specific workplace. This high-impact, high-content session has been designed to help employers gain a complete update on the latest employment law developments and to learn solutions for the most pressing workplace issues.  In addition, this session will provide a comprehensive review of the most common mistakes made by employers that result in violations of the Federal wage and hour laws.

NETWORKING BREAK - Sponsor Drawings
~ Sponsored by Careington International Corp.

BREAKOUT SESSIONS

Leading Your Team to Sales Success (session does not repeat)
Angela Prestil, Director of Sales Culture Development for Creating Member Loyalty™ at the Credit Union National Association, Madison, WI
~ Sponsored by Executive Benefits Solutions

Training is one small piece of developing an effective sales culture. Planning, coaching, and reinforcing effective performance are critical to improving the overall level of sales performance at your credit union. In this workshop, you’ll learn how the PRIDE leadership model can help improve communication and motivation with staff, ongoing coaching strategies to improve sales performance, and strategies to shape employee performance in the direction of continuous improvement.

                                           
Outstanding Leadership
Sean McDonald, Chief Marketing Officer, Liberty Savings FCU, Jersey City, NJ
~ Sponsored by the CUNA Marketing & Business Development Council

Good members, referrals, ROA – these are all important for any credit union’s success.  But it is also CRUCIAL for credit unions to have OUTSTANDING LEADERSHIP if they are to have long-term success!  Credit union directors and executive management personnel must start to think LONGER-TERM and look past the horizon.  Are you developing leaders?  Is the staff motivated to bring the credit union to levels of success never before imagined?  This session will discuss the importance of OUTSTANDING leadership, how to get it at your credit union, and how to keep it for the long-term.

ON YOUR OWN

CONTINENTAL BREAKFAST

LEARNING LABS

Mastering the Hidden Force that Determines Your Success: Emotional Intelligence
Julie Ann Wessinger, National Director, Client Performance Strategies, Integrity Solutions, Lutz, FL
~ Sponsored by Integrity Solutions             

Our inner emotional controls can either shut off or open the flood gates to high achievement. Employees will produce at their highest level only when they achieve emotional alignment.Their ability to strengthen this alignment combined with belief in your product will inspire that crucial ingredient in potential members:  trust. 
                                   
Learning Objectives:

• Understand the key role that Emotional Intelligence plays in maximizing member relationships and the growth of your organization.
• Learn how to activate your team’s EI

Cultures That ROCK!
Steve Browne, Executive Director HR, LaRossa’s, Inc., Cincinnati, OH
~ Sponsored by the CUNA Creating Member Loyalty

There is one common factor in all companies . . . Culture.  It is the defining fabric that makes a company what it is both internally and to the business world.  This session shows how HR must take the lead to integrate itself throughout a Company to drive, define and mold a Company’s Culture!!

Join Steve Browne as he guides us through tools and avenues that will ensure that your Team Members will live strategically, champion your processes and be beacons of your Company’s culture.  Taking these steps will impact retention and move you toward a culture that will attract talent and develop leadership.

It will be unconventional, non-traditional and of course . . . it will ROCK !!

NETWORKING BREAK

CLOSING GENERAL SESSION

This Isn’t the Company I Came to Work For: Leading Change and the Continuously Evolving Blueprint of Your Enterprise
Jeff Rendel, CSP, President, Rising Above Enterprises, Corona, CA

Change is here in many forms – new ventures, restructuring, mergers, acquisitions, culture shifts, career uncertainty, and more.  Whether it’s creative destruction or disruptive innovation, today’s business environment requires an unprecedented degree of inventiveness and agility, the decisive dividing line between change strategy and focused execution.  How does a change initiative deliver its promised value?  Well thought-out management of the operational aspects of corporate change, along with managers and executives overlooking involvement, reinforcement, participation, and communication can make your culture a competitive advantage.  
In the end, your people are leaders and will deliver.  Every day, they want to: think and act strategically; own their area of expertise; play a part in decision-making; and, understand the candid reality about their career and business.  In the past, conformity trumped innovation, hardly a breeding ground for great leaders of change.  Aligning corporate change initiatives with your employees’ desires to lead in their own jobs – as well as the needed operational adjustments – increases the success rate of any change.