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2314575714375RECAP00RECAPright952400JOIN US NEXT YEAR IN SOUTHERN CALIFORNIA!We will be raffling off fully paid registrations with hotel to two lucky winners! Join our Facebook page by August 31, 2018 to see if you’ve won! Winners will be announced on September 4, 2018.right1143000WE NETWORKEDAttendees from all around California and Nevada gathered in California’s beautiful wine country for three gorgeous days! The energy was strong and the vibe was cool while we reconnected with old friends and established bonds with new ones.-247650294640WE LEARNEDFrom performance management to a legal update and everything in between, we opened our minds and our hearts to new ways of thinking, learning and doing. Sharing best practices and strategies to move our credit unions forward, engage our employees, and improve the lives of our members.3996055952500WE GREWWhen you spend three days jam packed with inspiration, you can’t help but grow in ways you never imagined. Joining forces to support each other in our development and application of knowledge re-energized us and prepared us for the next chapter.Best Practices in Mentoring, Coaching & Professional Development by Andrea D. Rusnack – Vice President, Account Management, PSCUInvest the time in building your network – ensure that you have a professional profile on LinkedIn if you don’t already have one today.? This allows you to connect with other colleagues, connect with other peers in the credit union industry as a whole and know what is going on online in our space.? This provides an opportunity for you to post thoughtful content such as articles, blogs or pictures from your event like what the HRD Network did last week online on the private Facebook page.? Whether you go to a conference, a chapter meeting, a cocktail mixer at an industry event, then you need to have your business cards handy so that you can make new credit union friends, have colleagues that you can reach out to for best practices sharing, potentially have speakers for your next event or to just meet new people. ?Building a social media profile - allows you to advertise for your credit union, connect with your colleagues, find out the latest industry trends, connect with your partners and have an opportunity to personally build your brand as well.Mentoring – It is important as you continue to build your skills and career that you have a professional mentor that you respect, trust and can bounce ideas, challenges or strategies with as you continue to grow.? I would look for a professional mentor that is someone that you already are familiar with and you want to have as your mentor.? This person should be at least one position/title higher than your current position and someone that definitely has the time to devote to helping you refine your skill set and your craft.? I would ask the person that you want to mentor you the following: (1) are they interested in doing so, (2) do they have at least4-6 hours a month to dedicate to talking with you, and (3) are they open to providing you with insights on how you can advance in your career.The Future of Performance Reviews by Laura Conover - President, Conover Consulting and Dr. Heather Backstrom – President, Backstrom Leadership StrategiesBlending concepts from neuroscience, feedback and performance reviews, Dr. Heather Backstrom and Laura Conover, shared how the changing nature of work points to the need for new performance management models. Setting the stage with some basics related to neuroscience, we learned how feedback can affect the brain including putting it in a threat state. The SCARF model, coined by David Rock, provides tips and strategies to reduce the threat state, making feedback more easily received. We also learned the latest trends toward a strengths-based approach to performance feedback and annual reviews. Likewise, other trends that were presented include that companies are less apt to use ratings and rankings, let alone annual reviews themselves. With again, the trend toward a strengths-based approach where feedback is part of the everyday nature of work. In particular, examples of credit unions who have gravitated toward these trends were presented. Strategic Planning by Dr. Brandi Stankovic – Senior Vice President, CU Solutions GroupDuring this session, we discussed “How to be a Planning Pro” Strategic Planning for Human Resources and Education, getting the most out of our vendors, elevating the conversation, and creating a tangible ROI for our initiatives. ?The session included a brief how to conduct a planning session with your organization or department. Followed by an educational and interactive session surrounding topics such as technology in HR, the future of training and development, the employee experience, succession planning and employee engagement. Groups were able to discuss and work together to create a tangible strategic plan. The session closed with a real-world empathy map surrounding a typical employee - how can we motivate and engage the employee profile. The session was dynamic, interactive and challenged the status quo. Every person walked away with tools and strategies to begin driving change in their organization. Doing What Matters by John Janclaes - President/CEO, Partners Federal Credit UnionJohn shared concepts from his leadership book, Doing What Matters: How Leaders Help Individuals & Organizations Thrive. What was the central message?An organization that learns together grows together. When business leaders foster the development of their managers and staff by providing the resources and environment in which people are encouraged to learn, grow, and realize their full capacity for achievement, everyone benefits. Side by side with this emphasis on learning and progressing is a focus on what the organization can do to serve its members better and grow its business. By maintaining this dual focus, employees are rewarded with opportunities for advancement, monetary gains, and recognition for their contributions, and the enterprise and its members benefit from their combined, continuing advances. Sustaining this dynamic requires that executives, who are the stewards of capital, including human capital, embrace their responsibility for building communities in which personal development is an expectation that is fostered and rewarded.An invitationJohn has developed an online leadership community aimed at inspiring and enlightening leaders across the business spectrum through his book, articles, podcasts and recently released documentary.? You can contribute and / or learn by viewing this content at or by contacting John directly at 818-355-0067. healthcare update by Tobias Kennedy – Executive Vice President, Montage Insurance SolutionsIn this presentation, long time benefits expert Tobias Kennedy shared his perspective on effective strategies for crafting your insurance programs.? We covered a broad overview of insurance in general to ensure everyone had a solid understanding of the fundamentals of insurance coverages.? From there, we delved into the roles that insurance carriers play to set up the remainder of the presentation.? The remainder of the presentation covered the details of fully insured products versus self-funded products and some creative ways to implement those programs.? Attendees left with a deeper understanding of how insurance works and what plan designs might be a good fit for their organization.? cultural diversity and awareness by Ronaldo Hardy - President/CEO, Southwest Louisiana Credit UnionIn a society where voices are being elevated, and people are speaking out for their cause, diversity, inclusion, and equity have become a mandatory focus. Consumers and employees alike are looking to find themselves represented in organizations they interact with.?Building a more inclusive culture focused on equity requires internal inspection first. We must inspect our people, process, and our purpose to determine where we need improvement. Then we must work to build a culture of candor that allows people to express themselves without fear of ridicule or retaliation. We must build a culture of acceptance and appreciation where people feel welcomed and not tolerated. Lastly, we must build a culture of learning. This is not a fad that comes with a quick fix. Instead, it’s a commitment to do the right thing.Legal Update by Cristina Miller, Partner – Styskal, Wiese & Melchione, LLP Highlights include:Recent developments for California EmployersIndependent Contractor Test (CA Supreme Court adopts new test for classification, which applies to all employers)Presumes a worker to be an employee unless all parts of “ABC” test are metIs the worker free from control and direction from hiring entity? Does worker perform work that is outside the usual course of hiring-entity’s business? Is worker engaged in an independent trade or business? Key TakeawaysApplies to Wage Orders only (wages, OT)Assess currently classified independent contractors Look out for the employee turned independent contractor!? Calculation of Overtime-Flat Sum BonusCalifornia Supreme Court adopted new standard for calculation of overtime value of flat sum bonusEstablished new standard that is different from federal FLSA standardImpact of higher compensation to employeesKey TakeawaysApplies to flat sum bonusRetroactiveWork with payroll provider to ensure two (2) different formulas are applied to the different paymentsLeaves of Absence and ADA/FMLAWhat to do about “multi-month” leaves of absenceSome good news for CA employers in recent CA Federal District CourtRuiz v. ParadigmWorks Group, Inc.Hill v. Asian American Drug Abuse Program, Inc.Key TakeawaysWhile some positive outcomes for employers, accommodation of leaves of absence continues to be heavily litigated areaInteractive dialogue and documentation is key!Follow court decisions in 7th and 11th Circuit (recently upheld by United States Supreme Court)Developing IssuesMarijuana Use in the Employment ContextADA – Website Accessibility and Online Employment ApplicationsKey TakeawaysMany Credit Unions have already taken steps to assess and update websites for WCAG 2.0 complianceCoordinate with efforts to review web pages with job postings and applicationsLook at vendor contracts#MeTooSexual Harassment in the WorkplaceWhat is Sexual Harassment?When is an Employer Liable?Key Compliance Tools for PreventionLegislature Response to #MeTooOther Pending BillsAB 284 – Paid Sick Leave: Would increase PSL allotment from 24 hours to 40 hoursAB 1976 – Lactation Accommodation: Clarifies that employer must make reasonable efforts to provide room or location for lactation, other than a bathroom (current law prohibits toilet stall)SB 977 – Lactation room must be safe, clean, contain a surface for pump and access to sink and refrigerator in close proximityCONGRATULATIONS TO OUR ANNUAL AWARD WINNERS!Each year, HRD Network members recognize their peers by nominating them for one of three prestigious awards in the Human Resources and Development fields. The winners for 2018 are:HR PROFESSIONAL OF THE YEAR is an award recognizing an HR Professional who has excelled in the Human Resources field. The winner this year was Martha Perea, Vice President Human Resources, Caltech Employees Federal Credit Union. Congratulations, Martha! SUZANNE CARLISLE HRD NETWORK TRAINER'S SCHOLARSHIP is an award that recognizes a Trainer who has shown excellence in educational initiatives. The award recipient receives a scholarship for $500 to be used towards admission to training and development events. The winner this year was Andrea Ridgely, Director, Organizational Development, First Entertainment Credit Union. Congratulations, Andrea!PATTI REED EDUCATIONAL SCHOLARSHIP was created to provide small credit unions (less than $250M in assets) with access to training and professional development opportunities. The award recipient receives a scholarship for $500 to be used towards admission to training and development events. This year’s recipient was Paradise Valley Federal Credit Union. The check was presented to Elsie Nash, Director of Human Resources and Administration, Paradise Valley Federal Credit Union. Congratulations!The Annual Conference was well received, but don’t take our word for it. Check out this sampling of attendee feedback.“Really great speakers. I absolutely enjoyed everything!!”“Thank you, HRD Network! An outstanding conference start to finish. I just wish more of our HR and Executive colleagues were here. Bravo!”“Great to meet so many colleagues.”“It’s always great to come together with such a wonderful group of people.”Special thanks to our Key Sponsors for their support and generosity!Addvantage Credit Union StaffingHR Performance SolutionsO’Rourke and AssociatesCheers and thanks to our volunteer Board of Directors for planning and hosting this year’s amazing Annual Conference!!HRD NETWORK BOARDBoard MemberBoard SeatCredit UnionCourtnay LynchPresidentVP, Human Resources Xceed Financial CUMartha PereaVice PresidentVP, Human ResourcesCaltech Employees FCURebecca NixonTreasurerVP, Employee RelationsSan Mateo CUJanelle Eaton-EscalanteSecretaryManager, Employee RelationsSan Mateo CUJanet GaspardDirectorManager, Human ResourcesMark MannsDirectorVP, Human ResourcesKern Schools FCUKyle JohnsonDirectorCompliance OfficerBoulder Dam CUShonna ShearsonDirectorVP, Contact Center & TrainingKern Schools FCUDr. Brandi StankovicBoard LiaisonSVP, CU Engagement & ConsultingCU Solutions Group ................
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