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Speaker Presentations
"Blueprint for the Future"
Eighth Annual CUNA HR/TD Council Summit
April 28-May 1, 2002 * San Francisco, CA
Note: Handouts for the preconference workshop on April 28 are provided to registrants
on site, and are not available for download here.
| MONDAY, APRIL 29 |
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Opening General Session: Providing "Triple A Protection"
Within the Organization
David Litchford, Professor of Business Management, Utah Valley State College,
Orem, UT
Session highlights:
- Identify and measure the impact one person can have on the organization.
- Learn how to look at every person as "an appreciating asset."
- Identify and exhibit the three behavioral skills that generate positive
person-to-person encounters within the workplace.
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Stellar Ways to Use Certificate Programs in Credit Union Training:
A New STAR (and MERIT) is Born! (Panel Discussion)
Moderator: Amy Peterson, Director, Sales & Marketing, CUNA & Affiliates
Center for Professional Development, Madison, WI
Session highlights:
- Hear success stories and innovative ideas from STAR and MERIT practitioners
- Discover how new STAR and MERIT online modules and exams make training
credit union staff and management simple and cost effective
- Explore the value of certificate programs as core curriculum in a
credit union university
- Examine the use of incentives and recognition as a means of motivating
staff to complete STAR and MERIT certificate programs
- Receive a complimentary copy of the STAR User's Guide (see links below
for a description of this valuable resource and table of contents).
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Creating Positive "Moments of Truth"
David Litchford, Professor of Business Management, Utah Valley State College,
Orem, UT
Session highlights:
- Identification of the many elements that impact a positive company
image
- Identification of the factors that impact first impressions.
- Strategies that improve relationships with the internal customer
(employee) and the external customer (credit union member).
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Building Intellectual Capital by Retooling Employees
Matt Garner, Senior Consultant, MyDAS Marketing, Boulder City, NV, and
Lecia Roundtree, Vice President, Human Resources, San Mateo CU, Redwood
City, CA
Session highlights:
- Define intellectual capital;
- Development tools for staff;
- Increase HR visibility at the strategic level;
- Retooling generational differences.
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"Hubba-Hubba, Far Out, Totally Awesome, and Sweet!": Managing
Four Generations at Work
Constance Anderson, President, Anderson & Associates, Consulting,
Trenton, NJ
Session highlights:
- Identify four generations in the workplace;
- Identify at least two key traits of each generation;
- Discuss generational differences in three key areas of work;
- Employ four generational team-building activities;
- Discuss six strategies credit union managers can use to recruit and
develop younger workers.
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Emerging Technology: Benefit Portals
Barry Maxon, Chief Operating Officer, Enwisen, Inc., Novato, CA
Michael Hiller, VP-Administration, Stanford Federal Credit Union, Palo
Alto, CA
Session highlights:
- Provide an overview of how CUNA Mutual Insurance Society is delivering
new, web-based solutions through the MyCUbenefits.com portal;
- Case study on how Stanford Federal Credit Union is using web-based
technology to automate employee and manager self service for various
HR functions;
- How a web portal can help streamline many HR processes while improving
service delivery to employees and managers.
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General Session: “Best Practices”
Moderator: Tracy Laurie, Director, Training & Development, Boeing
Employees’ Credit Union, Seattle, WA
Session highlights:
- Pick up new ideas and strategies to help expand your credit union’s
HR and Training efforts;
- Learn from and network with your peers.
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| TUESDAY, APRIL 30 |
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General Session: The Changing Human Resources Environment
Terry Curry, Professor and Director, School of Labor and Industrial Relations,
Michigan State University, East Lansing, MI
Session highlights:
Major changes in the human resources management environment, as well
as their implications for credit union HR executives, including:
- The financial/economic environment;
- The credit union’s strategic planning and the HR role as a strategic
business partner;
- The changing psychological contract between employees and employers;
- The changing legal environment;
- The changing labor force;
- Key concepts/strategies for navigating these changing times.
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Determining the ROI of Training & Development
Debbie Wege, Educational Services Manager, Boeing Employees’ Credit
Union, Tukwila, WA
Session highlights:
- The benefits of determining training’s return on investment
(ROI);
- Steps for determining ROI;
- Developing a plan for implementing an ROI process.
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Employee Surveys: How To Do It Right (Panel Discussion)
Moderator: John Matusin, President, Business Insights Group, Inc., Monaca,
PA
Session highlights:
- Why you should survey your team;
- How to have a successful survey project;
- How to get high participation;
- What you should ask;
- What to do with the results.
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Incentive Compensation: Successes, Failures and Why
Bill Clark, Vice President, Koker Goodwin & Associates, Wichita, KS
Session highlights:
- The important guideposts of incentive compensation;
- Examples of incentive pay ideas that worked;
- Examples of incentive pay ideas that didn’t work;
- How to better evaluate what you are doing to prevent failure.
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Technology Update (Panel Discussion)
Moderator: Wayne Young, Director, HR & Training, First Tech Credit
Union, Beaverton, OR
Session highlights:
- Current trends in technology for members, employees, and HR departments;
- Future trends in technology for members, employees, and HR departments–get
out the crystal ball!
- What HR departments can do to help their CU’s embrace both current
and future trends.
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Delivering Impactful Training Programs on a Shoestring Budget
Cindy Stynchula, Owner, Stynchula & Associates, San Antonio, TX
Session highlights:
- How to determine what training is necessary to deliver the performance
improvement that is desired;
- Selecting training methods, materials and venues that work–and
with limited financial commitment;
- Using internal experts in the role of trainer;
- Best practices of other credit unions in overcoming training budget
limitations.
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Mergers Panel
Moderator: Kent Streuling, HR Administrator, America First Credit Union,
Riverdale, UT
Session highlights:
- What do you need to know as you consider a merger partner;
- Prepare for a successful merger;
- Human Resource impact;
- Be aware of the pitfalls.
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| WEDNESDAY, MAY 1 |
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General Session: Legal Update
Judy Droz Keyes, Crosby-Heafey, Roach & May, Oakland, CA
Session highlights:
- Awareness of the serious issues now presented by wage/hour laws;
- Understanding of the affirmative action obligation;
- Navigating the shoals of reasonable accommodation and thorough objective
investigations.
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Closing General Session: Packing Tools and Preparing Plans—How
to Make A Difference With What You Have Learned
Cindy Stynchula, Owner, Stynchula & Associates, San Antonio, TX
Session highlights:
- Revisit the key learnings of the conference in an interactive and
high energy activity;
- Plan how you can apply what you learned back at the office;
- Celebrate a great conference with fellow attendees.
- Presentation provided on site
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