HR & PROFESSIONAL DEVELOPMENT CONFERENCE OCTOBER 23-24, 2014 MYRTLE BEACH, SC Leading the way to success through talent management and education
HR & PROFESSIONAL DEVELOPMENT CONFERENCE OCTOBER 23-24, 2014 MYRTLE BEACH, SC ENSURING CREDIT UNION SUCCESS STARTS AND ENDS WITH THE PEOPLE YOU HIRE. AND CULTIVATING GREAT EMPLOYEES REQUIRES STRONG LEADERSHIP FROM EXPERTS LIKE YOU. AT THIS CONFERENCE, YOU WILL SHARPEN YOUR SKILLS AND GAIN NEW KNOWLEDGE ALONG THE WAY, MAKING IT EASIER FOR YOU TO CONNECT PEOPLE TO THEIR PURPOSE. 2
AGENDA OCTOBER 23 7:30-8:00 a.m. Registration 8:00-10:00 a.m. Making Money, Making a Difference: LIFE is a Leadership Lab Jonathan Martin, Constangy, Brooks & Smith, LLC 10:00-10:15 a.m. Refreshment Break 10:15-11:30 a.m. Breakout Sessions 11:30 a.m. - 12:30 p.m. Lunch 12:30-1:45 p.m. Breakout Sessions 1:45-2:00 p.m. Refreshment Break 2:00-3:00 p.m. Strategic Workforce Planning Jill Lackey, Allegacy Federal Credit Union 3:00-3:15 p.m. Refreshment Break 3:15-4:45 p.m. Sales & Service Showcase OCTOBER 24 9:00-10:15 a.m. Panel Discussion: Hat Tricks: How to Balance Work Life as an HR/Training Professional 10:15-10:30 a.m. Refreshment Break 10:30-11:45 a.m. Robust Talent Management System in Reach for Credit Unions Crissy Ortiz, Optimal Talent Solutions Paige Westbury, SC Federal Credit Union Margaret Young, SC Federal Credit Union 11:45 a.m. Wrap Up Schedule, topics, and speakers are subject to change. 3
TOPICS General Sessions MAKING MONEY, MAKING A DIFFERENCE: LIFE IS A LEADERSHIP LAB Jonathan Martin Scientific experiments are what help us make new discoveries every day. But the process is not limited to the world of science. When you view LIFE as a leadership lab, then you open yourself up to seeing more than the bottom line and discover that making a difference at your credit union is strongly dependent on ensuring you have the right attitude, hunger to learn, and insight about your team. STRATEGIC WORKFORCE PLANNING Jill Lackey The war for talent, the pace of change, and a highly competitive and regulated environment are all factors that create the perfect storm in our industry today. How organizations respond to these challenges will determine whether they thrive or wither. Strategic Workforce Planning is one of the major processes to help credit unions mitigate risk, prepare for the future and execute their long-range plans. PANEL DISCUSSION: HAT TRICKS: HOW TO BALANCE WORK LIFE AS AN HR/TRAINING PROFESSIONAL Like any small or understaffed organization, credit union personnel often find themselves wearing many hats at work. One of those slash positions we see often is the human resources/ training professional. In this panel we ll discuss the challenges of this multi-faceted job, and share tips on how to stay balanced in your work life. ROBUST TALENT MANAGEMENT SYSTEM IN REACH FOR CREDIT UNIONS Crissy Ortiz, Paige Westbury, Margaret Young While some credit unions may be cutting back in areas like technology or operating expenses, one facet of business that should not be neglected is an organization s strongest asset, its human capital. This session will address the four pillars of talent management: recruiting, performance management, learning and development, and compensation management. Breakout Sessions The breakout sessions in each time bracket are catered to professionals in the respective fields of human resources and professional development or training. 10:15-11:30 a.m. OPTION 1: Twelve Big HR Mistakes and How to Avoid Them Reggie Belcher, Turner Padgett Law Firm HR management is complex and ever changing. Errors and omissions can have serious consequences, including legal liability. In this session, long-time employment lawyer Reggie Belcher shares his insight from the field and the courtroom, discusses a dozen potentially costly HR mistakes, and offers practical tips on how to minimize your risks. OPTION 2: Building a Collaborative Workplace Jill Lackey, Allegacy Federal Credit Union Business demands of the 21st century are putting greater strain on organizations to meet those demands. By cultivating a collaborative workplace, where people work with each other to achieve the results, organizations are better suited to thrive in this environment. In this session, learn what it takes to shift from a traditional workplace model to a collaborative workplace model and how to develop collaborative leaders. 4
TOPICS Sales & Service Showcase Thursday, October 23 3:15-4:45 p.m. Take this opportunity to gain insight from our conference sponsors in this Sales & Service Showcase. Speakers include: Mike Neill President, Michael Neill & Associates Michael Neill & Associates (MNA) has been working to develop effective sales and service cultures exclusively with credit unions in the U.S. and Canada for more than 16 years. ServiStar, MNA s sales and service culture suite of services, has become the name brand for credit unions within the movement that desire to develop, deliver and sustain a competitive advantage through an outstanding member experience. ServiStar by Crissy Ortiz Executive Director, Optimal Talent Solutions Optimal Talent Solutions is a talent management and human resources consulting group provided by South Carolina Financial Solutions, LLC (a member of the SC Federal Credit Union family of service organizations). Optimal Talent Solutions supports integrated strategies designed to improve acquiring, developing, aligning, assessing and retaining a diverse workforce with a goal of cultivating long-term relationships and providing robust HR solutions that credit unions need to be successful. Ron Ottavio Founder and President, The Ottavio Group The Ottavio Group, founded in 2012 by Ron Ottavio, consists of a unique blend of experience and cross-generational knowledge that helps organizations address their diverse needs. With 40 years of experience in the private and public sectors, Ottavio and his team share their knowledge and experience focused on assessing organizational needs, building collaborative solutions, and consulting on impactful projects that improve operations and employee performance. Breakout Sessions The breakout sessions in each time bracket are catered to professionals in the respective fields of human resources and professional development or training. 12:30-1:45 p.m. OPTION 1: HR Implications of Social Media and Smart Devices Connie E. Carrigan, Smith Debnam Smartphones are in your workplace and everyone s using them. Do you know how to protect yourself from their impact and consequences? Join Connie for this interactive discussion of best practices for smartphone and social media use from a variety of perspectives and get practical advice regarding appropriate responses to challenges under federal and state laws. OPTION 2: Changing Our Culture: From Traditional Teller to New Member Experience Advisors Sandy Milton, Piedmont Advantage Credit Union A look at how Piedmont Advantage Credit Union moved from the traditional teller line and teller role to our new branch concept with Member Experience Advisors. In this session, take a deeper look at the culture change, updated hiring concepts, and the overall member experience. 5
Reggie Belcher Jonathan is an equity partner with Constangy, Brooks & Smith, LLP. His practice is focused on employment discrimination litigation for management, as well as representing management in traditional labor law issues and in wage & hour issues. SPEAKERS Reggie is a shareholder with the S.C.-based law firm of Turner Padget Graham & Laney. He s represented employers for the past 18 years, and is a certified specialist in labor & employment law and a certified mediator. Recently, he successfully defended a large manufacturer, winning a pre-trial dismissal and an appeal, in a $100 million class action lawsuit. Jonathan Martin, Keynote Speaker Connie E. Carrigan Connie is a partner at Smith Debnam Narron Drake Saintsing & Myers, LLP with a practice in the protection of business clients rights in the fields of employment law and commercial & business advice and litigation. For more than two decades, she has helped her clients solve problems and utilized creativity and effectiveness in the resolution of disputes. Jill Lackey Jill is VP of consulting for Allegacy Business Solutions where she leads the consulting division in providing coaching, organizational health and wellness consulting, and talent development to Allegacy business partners. A Master Certified Coach, she has 25-plus years of experience in human resources. Sandy Milton Sandy is an experienced training, development and operations professional, certified by the American Society for Training & Development. With 20-plus years of experience in training, she currently serves as learning leader at PACU and as an adjunct instructor at Forsyth Technical Community College. 6 YOUNG WESTBURY Crissy Ortiz, Paige Westbury, & Margaret Young Crissy is the executive director of Optimal Talent Solutions with 15 years of experience in talent acquisition, diversity, performance, and development. Joining her from SC Federal CU is Paige Westbury, VP of Human Resources and Margaret Young, VP of learning and development.
LOCATION CONFERENCE REGISTRATION Registration fee is $395 Register now at: www.carolinasleague.org/event/hrpd14 HOTEL INFORMATION Embassy Suites at Kingston Plantation 9800 Queensway Blvd Myrtle Beach, SC 29572 Phone: 800-876-0010 Group Code: CCC Room Rate: $152 (WiFi included) Reserve your rooms by October 1, 2014 www.embassysuitesmyrtlebeach.com CANCELLATIONS Cancellations must be received in writing via fax 803-732-2645 or email development@ carolinasleague.org before the end of business on October 10, 2014 to be eligible for a refund minus a $75 administrative fee. No refunds will be made after the October 10, 2014 date. Substitutions are allowed. FOR QUESTIONS CONTACT: June Ballentine Conference Coordinator Carolinas Credit Union League P: 800-235-4290, ext 418 E: jballentine@carolinasleague.org This program has been submitted to the HR Certification Institute for review. 7
Leading the way to success through talent management and education THANK YOU TO OUR SPONSORS Optimal Talent Solutions ServiStar by Michael Neill & Associates The Ottavio Group BROCHURE DESIGNED BY CCUL PR & Communications Department SEE MORE UPCOMING EVENTS AT carolinasleague.org/events