CONFERENCE REGISTRATION

PRE-CONFERENCE WORKSHOP

Leading Positive Change
Elaine Schmitz, Senior Consultant, The Consulting Team, Mountain View, CA

How do you deal with the pressure of constant change? Do you have to do more with less, faster, cheaper, and better? Power is the ability to make change. Change provides the ability to create. Are you focused in creating change or are you reacting to problems?

This workshop is designed to help you set realistic objectives, create strategies

to overcome resistance, and implement for success. Learn how to gain buy-in and motivate others to change. Identify stressors, modify negative patterns, and manage conflict and challenging situations.

WELCOME CENTER OPENS

Conference Registration
Sponsor Displays

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

CONFERENCE REGISTRATION

BREAKFAST - Visit with Sponsors

WELCOME and OPENING REMARKS
HRTD Council Chair Suzanne Oliver

KEYNOTE SESSION

Get What You Want With What You’ve Got
Christine Cashen, Keynote Speaker, Dallas, TX

We are all being asked to do more with less. This program gives you the tools to get the absolute best with what you’ve got! We are all given what we need to succeed and Christine will help you take those skills to the next level. After this program you will be able to:

•  Communicate effectively by understanding different personality styles
•  Learn the secrets to defuse anyone and handle conflict like a pro
•  Create a better day with more energy and time management tools
•  Discover how humor can increase job satisfaction, improve morale and reduce stress

Join Christine to laugh and learn as she shows you the way. You can get what you want both personally and professionally!

NETWORKING BREAK - Visits to Sponsors
~Sponsored by Balanced Comp

BREAKOUT SESSIONS

Taking the Pulse of Employee Satisfaction and Engagement
Kerry Liberman, President, People Perspectives, LLC, Winnetka, IL
~Sponsored by CUNA Research

Employee satisfaction and engagement are critical factors for all credit unions, especially in times of economic uncertainty.  In this session, we will explore why these factors are so important, how to effectively measure them, points to consider during the process, and what to do with the findings.  We will also discuss what “healthy” credit unions typically find and what issues often surface. 

Firing Sally Field: The Real Measure of Successful Training, Part 1
Andy Janning, President/Founder, NO NET Solutions, Brownsbury, IN
~Sponsored by CUNA CPDOnline

Measuring the impact of your formal and informal training programs can be a daunting challenge for any training professional. How do you show that the training had the right impact, and how do you report the right results?
  
Part 1 of this two-part breakout exposes the flaws inherent in traditional training measurement and reporting methods, and how the "Sally Field Syndrome" will destroy your chances of being taken seriously by your internal clients.  

Facebook Recruiting
Neil Costa, Founder & CEO, Hireclix, Gloucester, MA
~Sponsored by D. Hilton Associates

This session will help attendees discover key tools, techniques and best practices for recruiting new employees using Facebook.  The initial steps to create a presence on Facebook will be discussed as well as how to target passive candidates.  Safe recruiting practices to avoid possible litigation will also be discussed.

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

Labor & Employment Law Update: How to Avoid Critical Management Mistakes that Lead to Costly Litigation - An HR Attorney's Perspective Aaron Zandy, Attorney, Ford & Harrison, LLP, Orlando, FL As we head into a critical election year, employers must be aware of all of the changes that have been made, as well as all of the changes ahead in the important area of labor and employment law. This session will also provide attendees with not only an understanding of the important changes, but will also provide practical, common-sense advice for employers to utilize in navigating through the changes. By attending this presentation, you will also learn the mistakes made by managers that lead to costly labor and employment law litigation.

COMMUNICATION BREAK (check voice mails, etc.)

MEMBERSHIP LUNCHEON (open to all attendees and sponsors)

BREAKOUT SESSIONS

Taking the Pulse of Employee Satisfaction and Engagement
Kerry Liberman, President, People Perspectives, LLC, Winnetka, IL
~Sponsored by CUNA Research

Employee satisfaction and engagement are critical factors for all credit unions, especially in times of economic uncertainty.  In this session, we will explore why these factors are so important, how to effectively measure them, points to consider during the process, and what to do with the findings.  We will also discuss what “healthy” credit unions typically find and what issues often surface. 

Firing Sally Field: The Real Measure of Successful Training, Part 2
Andy Janning, President/Founder, NO NET Solutions, Brownsbury, IN
~Sponsored by CUNA CPDOnline

Now that you know how to spot and fire Sally Field, the focus shifts to applying the time-tested techniques - built with a CFO's brain, three little words, one key question, an investor's favorite document, and a certain 900-year-old Star Wars character - proven to make any training program more successful.

Facebook Recruiting
Neil Costa, Founder & CEO, Hireclix, Gloucester, MA
~Sponsored by D. Hilton Associates

This session will help attendees discover key tools, techniques and best practices for recruiting new employees using Facebook.  The initial steps to create a presence on Facebook will be discussed as well as how to target passive candidates.  Safe recruiting practices to avoid possible litigation will also be discussed.

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

Labor & Employment Law Update: How to Avoid Critical Management Mistakes that Lead to Costly Litigation - An HR Attorney's Perspective Aaron Zandy, Attorney, Ford & Harrison, LLP, Orlando, FL As we head into a critical election year, employers must be aware of all of the changes that have been made, as well as all of the changes ahead in the important area of labor and employment law. This session will also provide attendees with not only an understanding of the important changes, but will also provide practical, common-sense advice for employers to utilize in navigating through the changes. By attending this presentation, you will also learn the mistakes made by managers that lead to costly labor and employment law litigation.

NETWORKING BREAK - Visits with Sponsors
~Sponsored by BECU

GENERAL SESSION

Reading and Understanding Financials
Kevin Durrance, CFO, Texans CU, Richardson, TX

This session is for reading and understanding financial statements for non-finance folks. We will cover a basic balance sheet, income statement, important ratios (what they mean), etc. This is a participatory class where all questions are welcome.

NETWORKING EVENT
~Sponsored by CUNA Mutual Group

WELCOME CENTER

Conference Registration
Sponsor Displays

BREAKFAST - Visits with Sponsors

MORNING 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

Thought Leader Sessions

Social Media Best Practices: A Panel Discussion
Kathryn Davis, SVP, Xceed Financial CU, El Segundo, CA 
Bryce Roth, Marketing Coordinator, Vacationland FCU, Sandusky, OH
Kevin Ralofsky, CEO, Vacationland FCU, Sandusky, OH
~Sponsored by OM Financial Group

The explosion of social media has made its way into the workplace and the opportunity for credit unions to take advantage of this communication medium is unlimited.  This panel session will consist of a discussion on the use of social media in credit unions and its value for HR professionals.  Panel guests will discuss their development and experience using social media as well as the pitfalls and tips for successful implementation in your credit union.  

Managing Change:  It’s Like a House Move
J. Lenora Bresler, Speaker, Trainer, Author, Bresler Training, Lakeland, FL

Managing yourself and others through change is particularly difficult and must be approached with care, enthusiasm, and insight.  Comparing change to the steps involved in a house move, learn how to ensure that all “fragile” items arrive intact and that all members of the moving caravan arrive alive and satisfied.  A fascinating and very accessible look at the pitfalls and possibilities of being a change agent, complete with practical strategies for immediate use.

LeadHRship
Steve Browne, Executive Director HR, LaRosa’s, Inc., Cincinnati, OH

Too often when “Leadership” is discussed, HR is on the outside looking in.  This may either be by choice or company culture.  The reality is that if HR isn’t integrated in company leadership, they will cease to be relevant.

This session takes on this issue intentionally to show HR professionals how to leverage the strengths that Human Resources brings each day to organizations.  It is unapologetic, strategic and applicable.  The reality that leadership is expected of ALL business professionals has come to involve HR, and it’s time we step up !!

Steve Browne, SPHR will bring this message through real world examples of integrated HR leaders in an unique, upbeat, and engaging way that will be sure to ROCK !!  Make sure to kick off the 2011 NOHRC with us and get the tools you’ll need to move your company forward.

NETWORKING LUNCH

BREAKOUT SESSIONS

Instant Insight: 15 questions to terrific relationships (session repeats)
J. Lenora Bresler, Speaker, Trainer, Author, Bresler Training, Lakeland, FL

When it comes to having great working relationships, we have not because we ask not.  In this funny and interactive sessions, learn 15 simple, non-threatening questions you can ask new employees or existing teams that will give you (and everyone else) the instant insight you need to coach, persuade, motivate, and work with just about anyone.  Microwave the development of an employee and instantly improve the synergy of any team.

How to Leverage Your Succession Plan using Non-Qualified Executive Benefits  (session repeats)
John Moreno, Group Benefits Product Manager, CUNA Mutual Group, Chandler, AZ

Non-Qualified plans have around since the early '80s.  Succession planning is getting tremendous attention today.  In this fast-moving session we will use real-world examples of how Non-Qualified Plans can be used to enhance and leverage your succession plan.  As an added bonus, we'll take a closer look at common misconceptions about these plans and potential pros and cons different approaches have to offer.

Thriving and Surviving: Compliance Matters in Today’s Health Care Environment   (session does not repeat)
Brad Pricer, Employee Benefits Sr. Product Manager, CUNA Mutual Group, Madison, WI

Sweeping health insurance reform makes compliance expertise even more valuable. The health care reform law signed in March 2010 has already profoundly changed how many credit unions administer group benefits plans. But the most sweeping regulatory changes in law requirements will come in 2014 and beyond. Or, maybe the next legislative cycle will turn the new regulations inside-out.

In either case, keeping track of changing laws and regulations (related to health care reform or otherwise) that affect credit union group benefits is a full-time job, and then some. As a Human Resources professional, you require more than just reacting to legislation. You need to understand what’s ahead, what the impact is and how to prepare for it.

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

The Art and Science of Helping Adults Learn Angela Prestil, Director, Sales Culture Development, Credit Union National Association, Madison, WI ~Sponsored by CUNA Creating Member Loyalty™ Common sense tells us that there are major differences between adult learners and learners under the age of eighteen. An adult learner is more self-directing, brings a lifetime of experience to the table, and is internally motivated to learn subject matter that can be applied immediately. In short, we need a different approach to teaching adults than if we are teaching children. During this session, we will explore Gardner’s theory of Multiple Intelligences and have the opportunity to apply each of the intelligences to our subject matter. We’ll explore the 12 Adult Learning Principles and discuss how they play a role in our training. And we’ll discuss the 70/20/10 Model and how it can change the way we approach traditional learning.

NETWORKING BREAK - Sponsor Drawings
~Sponsored by Northeast Planning Associates, Inc.

BREAKOUT SESSIONS

Instant Insight: 15 questions to terrific relationships
J. Lenora Bresler, Speaker, Trainer, Author, Bresler Training, Lakeland, FL

When it comes to having great working relationships, we have not because we ask not.  In this funny and interactive sessions, learn 15 simple, non-threatening questions you can ask new employees or existing teams that will give you (and everyone else) the instant insight you need to coach, persuade, motivate, and work with just about anyone.  Microwave the development of an employee and instantly improve the synergy of any team.

How to Leverage Your Succession Plan using Non-Qualified Executive Benefits
John Moreno, Group Benefits Product Manager, CUNA Mutual Group, Chandler, AZ

Non-Qualified plans have around since the early '80s.  Succession planning is getting tremendous attention today.  In this fast-moving session we will use real-world examples of how Non-Qualified Plans can be used to enhance and leverage your succession plan.  As an added bonus, we'll take a closer look at common misconceptions about these plans and potential pros and cons different approaches have to offer.

Simplify Human Capital Management (session does not repeat)
Brad Pricer, Employee Benefits Sr. Product Manager, CUNA Mutual Group, Madison, WI
Mike Roche, Employee Benefits Sales Specialist, CUNA Mutual Group, Madison, WI

In today’s competitive marketplace, with hard-to-reach bottom lines, job consolidation, changes in technology, health care reform and a shrinking labor pool, it is more difficult than ever for HR leaders to assure that their organization enjoys a stable, talented and energized workforce.  To further complicate matters, there is a major shift occurring in most organizations as younger workers with radically different value-systems begin replacing retiring generations.

One way that many HR leaders can respond to these challenges is by providing more options to fit their employee benefits’ needs. This will require better communication, greater engagement, flexibility/choice, education and just-in-time tools. The goal is to make the workplace environment more dynamic and to do so HR professionals need to be empowered with the right solutions, the right tools and the right resources necessary to turn change into opportunity.

 

ON YOUR OWN

CONTINENTAL BREAKFAST

LEARNING LABS

Paving the Road to Financial Literacy: Best Practices in Training
April Hammer, Manager HR/Employee Relations, Sun FCU, Maumee, OH
Robert Farmer, MBA, SPHR, VP Human Resources, Missoula FCU, Missoula, MT
James Santos, AVP Training, Randolph-Brooks FCU, Universal City, TX
Elda Olvera, Financial Literacy Supervisor, Randolph-Brooks FCU, Universal City, TX

In lieu of recent economic times, this interactive session will provide an opportunity for participants to hear from 3 different credit unions from across the country about their successes in the area of financial literacy training.  Come and learn about outstanding ways these CUs promote and share financial literacy skills with their members, staff, in the schools, and in their communities – thus setting CUs apart from their bank competitors.  Time for questions and answers will follow the 3 formal presentations, allowing for all participants to engage and share in a discussion on this vital topic. 

Maximize Workforce Productivity with Integrated Talent Management
Mike Lott, Sales Director, Cornerstone OnDemand, Santa Monica, CA
Jeffrey Duke, OD & Leadership Manager, BECU, Tukwila, WA

Business success in any economy requires that organizations have the right workforce in place. Given the complexity organizations face internally and externally, the right choices to achieve that success are no longer obvious, and targeted, integrated talent strategies are crucial. Employers are in a period of unprecedented challenge when it comes to attracting and retaining the right talent – including rapid economic change, the aging workforce, budgetary constraints, skills shortages, generational adjustments, contingent workers and technology advancements.

Attend this session and learn how to maximize the productivity of your workforce by making Integrated Talent Management a strategic solution in your organization. Integrated Talent Management bridges the gap between employee development and performance to enable substantial improvement in organizational capability.

NETWORKING BREAK

CLOSING GENERAL SESSION

Are You Passionate??
Steve Browne, Executive Director HR, LaRosa’s, Inc., Cincinnati, OH

In the HR world today more and more people are getting burned out or discouraged in their work.  Is there a solution?  YES, THERE IS!

Being passionate about the profession of Human Resources is needed more today than ever.  This session will give you tools to stay engaged in your role and in the profession as a whole.  It will also give you the insight and the ability to shape the culture of your company, be relied upon as a strategic resource and also show you how “passion” in what you do will make you the model other staff look to!

Join Steve Browne as he shares how the passion for HR that has kept him in the lead of the HR world for over 20 years.  HR has been the only field he’s worked in and the ONLY field he wants to remain in!  The session promises to be lively, energetic and most of all informative!

Thank you to attendees

HRTD chair