People and Performance Institute | Agenda

October 1 & 2, 2015 | Park Place Hotel, Traverse City

Two Exciting, Information-Packed Days of Great Insights!

Pre-Approved for 8 Recertification Credits from the HR Certification Institute
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for recertification credit. Click here for more details.

Thursday, October 1

8:00 a.m.
Check-in and Light Breakfast Fuel Up

9:00 – 9:45 a.m.
Morning Welcome and League Insights

9:45 – 10:00 a.m.
Stretch Break

10:00 – 11:15 a.m.
Keynote Session
Balloon Lady’s Guide: Simple Lessons for Rising Through Life
Holly Nagel
   Recertification Credits: 1.25
Discover creative, effective, useful and practical problem solving tips that can be applied to personal and professional situations! This fun, colorful and powerful session based on the Balloon Lady’s Guide, will show how to improve the quality of life by lightening the mood, stepping into the moment and bringing others together. Be here for one of the most memorable and impactful presentations ever!

11:15 – 11:30 a.m.
Mingle Break

11:30 a.m. – 12:30 p.m.
Morning Idea Zone

Day 1 Workshop: Focus on Coaching and Setting Expectations (Part 1)
Stacie Vandenberghe
Recertification Credits: 1.0
In-the-Know Compliance for HR/Supervisors
Glory Ledu
Recertification Credits: 1.0
Get Prepared! Pass a Department of Labor Audit
Jim Fournier
Recertification Credits: 1.0
Since early 2013, many employers with less than 100 employers have been invaded by the Department of Labor for one specific audit that has resulted in a failure to comply on a totally different issue. Don’t think it can't happen to credit unions and don't think this is an anomaly. Be careful, because all employer with less than 100 employers are expected to be audited in the next 4 years. Be ready!

12:30 – 1:30 p.m.
Power Lunch

1:30 – 2:45 p.m.
Afternoon Idea Zone

Day 1 Workshop: Focus on Coaching and Setting Expectations (Part 2)
Stacie Vandenberghe
Recertification Credits: 1.25
Continued from morning session.
HR Essentials for Non-HR Managers
Lara Keathley
Recertification Credits: 1.25
Whether they believe it or not, every manager is part of the HR department. With direct reports looking for assistance and guidance, understanding the HR rules of the road is important for all managers and supervisors! Get the basics of HR to ensure compliance, increase management skills and avoid employment issues. From general HR policies and procedures, to interviewing skills and tactics, all managers and supervisors can benefit from being more effective with on-boarding, training and development strategy, performance management and handling difficult conversations with employees.
Workplace Addictions (Repeats on Day 2)
Connie Gallagher
Recertification Credits: 1.25
What happens when an employee has an addiction problem? What should employers know about addiction in the workplace? What is addiction? What does it look like and what do actions should take place once it is known to exist? Learn more from a clinical therapist who will share the importance of recognizing, preventing and treating addiction in the workplace to employers, managers and supervisors.

2:45 – 3:00 p.m.
Energizer Break

3:00 – 4:00 p.m.
Day-One: Thought Provoker

Check back for more details!

4:00 – 5:00 p.m.
Networking Reception

Friday, October 2

8:00 a.m.
Check-in and Power-Up Hot Breakfast

9:00 – 10:00 a.m.
Morning Opener

Groups, Teams and People You Can’t Stand!
Allison McClintick
Recertification Credits: 1.0
What would organizational life be without a few personality clashes? This training concept will identify different ways people react to conflict and an effective way to lead others through it -- from both small to serious issues. Take this time to learn more about group dynamics and redirection through awareness and skill.

10:00 – 10:30 a.m.
Hotel Express Check-out and Networking Break

10:30 – 11:45 a.m.
Morning Idea Zone

Call Center Workshop: Basics
Measuring Key Performance Indicators--It is a Numbers Game!
Sean McDonald
Managing a call center is not a simple task. It would be great if all there was to worry about was making sure that the phone representatives were smiling all the time.There is more to it than that! In order to effectively measure a call center's productivity, it is necessary to understand how to collect and analyze some numbers. In the call center universe, these figures are known as Key Performance Indicators (or KPIs.) Learn the most important KPIs to keep an eye on and how to simplify the process.The reports that can be run are daunting, to say the least, and in most cases there is too much information and not all of it is needed.This two-part session covers the basics and then continues with what to do with the data.
Day 2 Workshop: Focus on FMLA/ADA (Part 1)
Patty Corkery
Recertification Credits: 1.25
Many credit union managers and human resource professionals can benefit from learning skills and tools to recognize and successfully work through employee accommodation requests and leave requests. Get ready to discuss several scenarios and how to handle and request documentation and day-to-day monitoring and documenting these issues. The session will also touch on performance evaluations and separation issues that may follow accommodation leave.
“You Don’t Say!”
Holly Nagel
Recertification Credits: 1.25
The power and importance of non-verbal communication and first impressions cannot be understated. Acquire new skills that are perfect for dealing with colleagues, members, family and more. This session will explore communication styles, customer service and how to overcome differences, using collaboration, team building, humor and motivation. Everyone has an effect on others, so learn to distinguish effective non-verbal communication techniques and develop strategies to be a more effective communicator.

11:45 a.m. – 12:45 p.m.
Socializing Lunch

12:45 – 2:00 p.m.
Afternoon Idea Zone

Day 2 Workshop: Focus on FMLA/ADA (Part 2)
Patty Corkery
Recertification Credits: 1.25
Continued from morning session.
Get Prepared! The Latest Healthcare Reform Changes
Jim Fournier
Recertification Credits: 1.25
Thought the worst of healthcare reform (a/k/a ObamaCare) was over? Join this discussion of the immediate and short-range changes for HR professionals, along with the newly increased penalties for not complying or complying incorrectly. Be ready!
Not All Managers Are Created Equal: The Art of Coaching Up
Jennifer Dickey
Recertification Credits: 1.25
According to a 2015 Gallup Study, the number one reason that employees left a job is to “get away from their manager”. There is no reason to avoid having a sensitive conversation with a manager due to lack of courage to be honest, fearing potential retribution or even visualizing them attacking with a pack of honey badgers. There is no need to quit! Follow that career path forward by discovering that not all managers are created equal and what to do when ready for that next big project or to be recognized as a valuable team player. Just like having a conflict with a parent, spouse or hair stylist, it is necessary to voice expectations and needs in any relationship. Learn to open the lines of communication to build a better relationship with managers, increase productivity, enhance career opportunities and discover the art of coaching up.

2:00 – 3:00 p.m.
Day Two: Inspiration Wrap-Up

Call Center Workshop: Advanced
Key Performance Indicators--What to Do With the Numbers!
Sean McDonald
Once the most important numbers and ratios related to KPIs have been identified, then what? That is a great first step, but this session will take a deeper dive into what the numbers mean and how to apply the data into an action plan designed to increase productivity and efficiency.
Leadership vs. Management
Allison McClintick
Recertification Credits: 1.0
Leaders, managers, supervisors -- they all have the same mission, but different parts to play. This training concept explores organic mindsets, roles and tasks that are required of leaders and managers, and how to best work within each role and with each other for increased efficiency and enhanced group dynamics.
Workplace Addictions (Repeated from Day 1)
Connie Gallagher
Recertification Credits: 1.0
What happens when an employee has an addiction problem? What should employers know about addiction in the workplace? What is addiction? What does it look like and what do actions should take place once it is known to exist? Learn more from a clinical therapist who will share the importance of recognizing, preventing and treating addiction in the workplace to employers, managers and supervisors.