2015 Wisconsin SHRM State Conference, October 14-16, 2015
2015 Wisconsin SHRM State Conference, October 14-16, 2015
Conference At A Glance
View the conference sessions, speaker titles and session room numbers below. 
  • Wednesday
    10:30 AM to 12:30 PM
    State Council Meeting
    1:00 PM to 4:30 PM
    Wednesday PC1-1 The Annual Legal Overview: Hot Topics in Employment Law
    Andy DeClercq, Bob Gregg, Jennifer Mirus
    More
    BGL
    The Annual Legal Overview: Hot Topics in Employment Law
    Robert Gregg, Jennifer Mirus, & Andy DeClercq

    HR professionals are constantly challenged to keep up with the ever-changing workplace, employment laws and technology. This program will bring you up to speed on key recent developments in areas of importance for Wisconsin employers and provide the opportunity for questions and answers. The program will highlight the key areas of:

    Legal Update
    • Recent laws and new regulations affecting your business
    • A review of the most important Supreme Court and Wisconsin employment-related cases
    • Other significant or unusual cases involving employment law
    • Coming attractions and trends you should be ready for
    • Best practices and practical guidance

    Designing or Revising Your Harassment & Bullying Policies
    The courts continue to change the standards for harassment, and find employers liable for inadequate, ineffective harassment and abusive workplace policies and practices. What last year you thought was adequate may now be out-of-date and out of compliance. Failure to have a policy creates liability, yet poorly designed or outdated policy can create even more liability. Improper policies and overzealous/imprudent applications can violate the rights of those who are accused of harassment or bullying. Policies and procedures must be effective and balance the rights of all those in the organization.
    Learn:
    • The scope of respectful workplace policies: harassment, bullying and abusive behaviors
    • The Court’s new standards, and special language you now need
    • Elements of a proper policy
    • What not to include in a policy
    • Balancing the rights of prohibiting improper behavior vs. employee protected behaviors

    Wage and Hours Update
    New Rules and Interpretations Under the Fair Labor Standards Act
    The past year has brought changes. The courts have invalidated some of DOL’s overtime rules and interpretations. The Department has issued new proposed rules that will significantly impact salaried-exempt positions. The scope of what employers must pay as “work time” has been both expanded and narrowed by the Supreme Court, in different ways. This presentation will highlight key developments and provide insights to help you avoid liability.

    Bob Gregg, a partner and Chair of the Labor & Employment Law Practice Group at the Boardman & Clark Law Firm in Madison, Wisconsin, has been representing employers for over 30 years in a wide variety of litigation, including EEOC discrimination claims, wage and hour suits, FMLA, NLRA, equal pay, contract, and unemployment compensation cases. Bob is nationally recognized for his work on harassment, bullying and respectful workplace issues. He has designed the employment handbooks and effective workplace policies and procedures for numerous private and public employers.

    Bob has conducted over 3,000 supervisory training programs throughout the United States. He is a member of the National Speakers Association, SHRM, a national faculty member of the American Association for Affirmative Action Certification Institute, and serves on the Board of Directors of the Department of Defense Equal Opportunity Management Institute Foundation.

    Jennifer S. Mirus is a partner in the Labor and Employment Law Practice Group at Boardman & Clark LLP in Madison, Wisconsin. Jennifer represents employers in all aspects of employment relations, including hiring, discipline and terminations, wage and hour issues, discrimination, ADA, FMLA, and harassment. Jennifer also has extensive experience negotiating and drafting employment contracts, non-compete agreements, and employee handbooks. Jennifer’s experience also includes conducting workplace investigations and human resources and management trainings for clients of all sizes.

    Jennifer is a 1993 honors graduate of the University of Wisconsin Law School. She is a sought out speaker for human resources groups, she teaches employment law courses at the University of Wisconsin-Madison Small Business Development Center, and is an alumna of Leadership Greater Madison.

    Andy DeClercq is a senior associate with Boardman & Clark LLP, where he has been practicing since 2009. Andy’s practice focuses primarily on labor and employment and employee benefits law, and he is also active in the areas of health law and litigation. Andy has broad experience in advising employers on the wide spectrum of employment and employee benefits issues that arise under state, federal, and local law. Andy also regularly represents employers in responding to administrative complaints and compliance audits. Andy graduated with honors from the University of Wisconsin Law School in 2008. While in law school, was a Senior Managing Editor for the Wisconsin Law Review. Before law school, Andy was a first grade teacher in New York City. He is a Native of Madison, Wisconsin.

    Room Number: Wisteria/Portia
    Credit Hours: 3.50
    Level: Basic
    Wednesday PC1-2 Give Employees C.R.A.P...and 7 Keys to Retention
    Jeff Kortes
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    IT
    Give Employees C.R.A.P....and 7 Keys to Retention
    Jeff Kortes

    Jeff has more than 25 years’ experience in human resources. He has worked at companies that specialize in manufacturing, construction, textiles and software development. During his entire career he has worked to recruit, retain and develop employees, at all levels, at companies including ConAgra Foods, industrial equipment supplier SPX, and automotive retailer Midas International and more.

    Jeff runs his own company, Human Asset Management LLC, which helps organizations to recruit, engage, develop and retain their best people. He is a member of the National Speakers Association (NSA) and a frequent speaker on the topic of retention, engagement, and recruitment to human resources departments, associations and business groups. Jeff is the author of Employee Retention Fundamentals No Nonsense Strategies to Retain Your Best People and Welcome to Dodge Tales from the Frontiers of Business

    Jeff provides a headhunter’s insight into the thoughts and reasoning of employees who decide or are contemplating leaving their jobs in various organizations. Through humorous, real-life stories and interactive participation, Jeff has created a program that can be either a KEYNOTE or BREAKOUT session which helps participants discover ways to gain a competitive edge when trying to retain talent.

    In addition to having 25 years in Human Resources leadership roles and prior to starting his own company, he gives you an eye opening glimpse into what motivates solid performers to consider leaving their employers and what gets them thinking that the grass is greener on the other side of the fence. The key take-away from Jeff’s presentation include:

    • Identify gaps in your retention plan in order to begin developing a strategic roadmap of activities that can be used to drive retention.
    • Understand reasons that solid performers leave an organization AND be able to act on those reasons to increase retention.

    • Understand key retention factors that are important to different generations.

    Room Number: Tamarind/Guava
    Credit Hours: 3.50
    Level: Intermediate
    Wednesday PC1-3 Thirty Days to Become A Better HR Pro
    Trish McFarlane
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    AT
    30 Days to Become A Better HR Pro
    Trish McFarlane

    Trish McFarlane is the VP of Human Resource Practice and Principal Analyst for the Brandon Hall Group. A former HR executive with almost 20 years of experience in Big 4 public accounting, PR, healthcare, and IT, her expertise in leadership, performance management, training & development, change management, social media, and innovation, enables her to capture readers and audiences with real-life examples of how leadership plays out in organizations.

    Trish is also the author of the HRringleader blog, Co-Host of the HR Happy Hour radio show, Host of the HCMx Radio show, and co-founder of HRevoltuion and Women of HR.com. She also blogs regularly on HCM and technology on the Brandon Hall Group blog.

    We’ve all been there- as a current or aspiring HR leader, we all know that the business of putting out fires often takes over any time to be proactive in our roles. I’ve found two things that lead to success in pushing past this mode of operation. The first is taking responsibility for your own career development and creating a plan of action. The second is breaking your learning into small, manageable bites so that you’re able to master upgrading your skills and approach.

    This session will give you a sample plan with real, actionable steps you can take back to your workplace. Some you will have already tried and some will be completely new to you. Join the session and we’ll cover learning more about social, mobile, compliance, research, and tools to help make your job easier.

    Room Number: Mangrove/Aralia
    Credit Hours: 3.50
    Level: Advanced
    Wednesday PC1-4 Thriving at Work: How Resilience Skills Tame Burnout
    Paula Davis-Laack
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    BT
    Thriving at Work: How Resilience Skills Tame Burnout
    Paula Davis-Laack

    Paula Davis-Laack, JD, MAPP, is a former practicing lawyer, an internationally-published writer, and a stress and resilience expert who has taught and coached resiliency skills to thousands of professionals across the United States, Europe, Asia, and Australia. Paula was part of a training team formed by the University of Pennsylvania to teach resilience skills to drill sergeants and soldiers in the US Army. In the past five years, this training team has taught resilience skills to nearly 25,000 soldiers.

    Her articles on stress, burnout prevention, resilience, and the high-achiever mindset are prominently featured on her blogs in The Huffington Post, U.S. News & World Report, and Psychology Today. She was chosen as a Top 10 Online Influencer in the area of stress by Sharecare, a Dr. Oz’s website.

    Paula works with American Express as part of their Passion Project on Tumbler, and her expertise has been featured in and on Forbes.com, Chatelaine magazine (Canada’s leading women’s magazine), SELF magazine, Women’s Health magazine, Working Mother magazine, The CBC (Canadian Broadcasting Corporation), The Steve Harvey TV show, Huffington Post Live and a variety of radio programs and podcasts. She is the Founder and CEO of the Davis Laack Stress & Resilience Institute, a practice devoted to helping busy professionals prevent burnout, manage stress, and build resilience.

    Burnout is a pervasive illness that impacts many professions. Here are some statistics:
    • 96% of senior leaders report feeling burned out to some degree; 1/3 describe their burnout as extreme.

    • 60% of healthcare workers say they are burned out.

    • Among IT professionals, 81% of entry level to mid-level and 65% of senior-level survey respondents said that stress on the job is causing them to check out other job opportunities.

    • According to Gallup, approximately 70% of workers are disengaged on some level. Burned out employees are more unproductive, have increased stress, are often disengaged, and are less likely to be team players.

    This translates into serious bottom line consequences such as increased turnover, absenteeism, presentism, incivility, and health insurance costs. Luckily, burnout is preventable with the right tools and strategies, and resilience skills have been shown to be a large part of the burnout prevention solution.
    The key take-away from Paula’s presentation include:
    • Participants will learn the 3 parts of the Burnout Formula, along with the specific warning signs of burnout, gender differences, why being an "otherish" giver can protect you from caregiver burnout, crossover/spillover effects (burnout at home can "transfer" to work and vice versa; employees can "catch" a leader's burnout, much like you can catch a cold).
    • The 7 principles of burnout prevention along with the FOCUS model of resilience - all research-based. Learning

    • Three research based skills that they can start using immediately, both at home and at work, to build their resilience and prevent burnout.

    Room Number: Marula/Aloeswood
    Credit Hours: 3.50
    Level: Basic
    4:00 PM to 7:30 PM
    Wednesday Evening Event in Exhibit Hall
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  • Thursday
    6:30 AM to 7:30 AM
    Thursday EB1-1 Why Don't Employees Come to work Motivated?
    John Graci
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    BGBS
    Why Don’t Employees Come to work Motivated?
    John Graci

    John Graci is an Author, Consultant, and Leadership Adviser with more than 20 years of management experience in production, office, union and non-union environments. He has the unique ability to look at the leader and employee relationship in straightforward terms which allows him to coach managers through the process of changing their employees’ attitudes and performances.
    John also assists leaders in understanding the responsibilities that go along with their position and the consequences of not applying their knowledge. John possesses a folksy, tell-it-like-it-is approach that comes across as refreshing and riveting. Executives often thank him for articulating, in very practical terms, what they have been trying to get across to their employees for years.
    John has a Bachelor of Science in Speech Communication from UW-River Falls and is a frequent presenter at SHRM events.
    The take-aways from John’s presentation include:
    A recent study concluded that only 26% of all employees are performing at their full potential. Will that level of performance enable you to thrive in this highly competitive global market place? Leaders possess an immense amount of power in creating a motivational environment for their employees.
    This fast moving and engaging program will show how executing the fundamentals of leadership greatly impact the motivational choices employees make to work faster, harder and smarter. Conversely, this program will show the unintended consequences of choosing not to execute their job description. Think money is the ultimate motivator, think again!
    The take-away from John’s presentation include:
    • Understanding a leader’s role in employee motivation and discovering how managers create behaviors they don't want and what to do about them.

    • Ability to fulfill employee motivational needs and recognize the impact of generational issues when motivating the workforce.

    • Achieve dramatic improvements in employee motivation and performance and get employees to want to come to work

    Room Number: Wisteria/Portia
    Credit Hours: 1.00
    Level: Basic
    Thursday EB1-2 Redefining Your Recruiting Strategy
    Marcy Maul
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    I
    Redefining Your Recruiting Strategy
    Marcy Maul

    Marcy Maul leads ADP Talent Acquisition Solutions, development of best-practices, process design strategies and configurations for new and transforming clients in the RPO, SaSS /I-9 and Recruiting Technology system spaces. She acts as an industry liaison, developing best-practices and strategies to fulfill client needs across Talent Acquisition Solutions. Marcy partners with the client talent acquisition leadership team and oversees ADP RPO team recruitment delivery to ensure the satisfactory implementation and ongoing management of evolving best practices in talent acquisition delivery.

    Developing a recruitment strategy that meets current staffing needs but remains flexible enough to adapt to future trends and changes is a crucial factor for every company. Rapid economic changes, the rise of contingent labor, and the swelling ranks of Millennial workers all require companies to build proactive, engaging recruiting strategies. Learn how to apply mobile strategies, use talent communities, leverage social media, and utilize veteran hiring programs and total value propositions to attract top talent to your organization. Attendees will learn how to develop a recruiting strategy that uses current and cutting-edge best practices to find and attract high-quality candidates.

    Attendees will learn how to use best practices to develop a cutting-edge recruiting strategy, methods for leveraging multiple recruiting strategies to find and attract candidates, and tactics for applying high-level recruiting methods to an existing talent acquisition program.

    Room Number: Tamarind/Guava
    Credit Hours: 1.00
    Level: Intermediate
    Thursday EB1-3 F.M.L.A. Finally Manage Leave Abuse
    Keith Kopplin, JD
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    AGBS
    F.M.L.A. Finally Manage Leave Abuse
    Keith Kopplin

    Keith E. Kopplin’s practice focuses on employment litigation and employment law matters. Keith assists clients in resolving wage and hour class and collective actions, defending employment discrimination claims, responding to government audits, and improving workplace policies and procedures. He also provides day-to-day counseling to employers regarding a wide range of human resource matters including discipline and discharge decisions, the Wisconsin and federal Family and Medical Leave Acts, wage and hour practices, and workplace accommodations.
    Keith strives to find creative and cost-effective solutions to some of the most vexing workplace issues, including Family and Medical Leave Act abuse, incidents of off-the-clock work, and reasonable accommodation requests. He has given presentations on numerous topics, including the use of social media by employees, Wisconsin’s concealed carry law, employee handbooks, workplace violence, employee privacy, the hiring process, the Wisconsin and federal Family and Medical Leave Acts, discipline and discharge, and unemployment insurance. Keith also presents customized training programs for employers.
    He is permitted to practice in all Wisconsin state courts and in the United States District Courts for the Eastern and Western Districts of Wisconsin and the District of Colorado.
    Malinger: intransitive verb; to pretend or exaggerate incapacity or illness (as to avoid duty or work).
    Although FMLA leave is unpaid, it is also protected. Among other things, this means that employees who take FMLA leave generally cannot be treated less favorably than other employees and that they must generally be returned to work when their leaves conclude. These protections can inevitably lead to abuse.
    In this advanced session, management-side employment lawyer Keith Kopplin will review some of the most-abused areas of the federal FMLA, providing strategies and tactics for managing those who malinger.
    The key take-aways from Keith’s presentation include:
    • Ability to recognize some of the common indications that FMLA is being abused.

    • You will understand how employment policies can be used to combat FMLA abuse.

    • You will learn how to use the certification process to confirm your suspicions, or corroborate legitimate requests for leave.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.00
    Level: Advanced
    Thursday EB1-4 Target Date Options - The New Fiduciary Paradigm
    Michael Daley
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    BGR
    Target Date Options – The New Fiduciary Paradigm
    Michael Daley
    Thursday, October 15, 2015
    6:30 am-7:30 am

    Track: Total Rewards
    Level: General


    As a Senior Retirement Consultant for
    Oppenheimer Funds, Mike collaborates
    with financial professionals to help find innovative solutions to retirement plan challenges, and helps advisors grow their business to meet the investment needs of an
    increasingly complex retirement marketplace. He directly supports financial advisors, relationship managers and consultants by sharing expert technical knowledge and translating ideas into practical, actionable strategies. What’s more, because Oppenheimer Funds does not offer a 401(k) platform, he can take an impartial, consultative approach to best align provider selection with customer needs.

    Prior to joining Oppenheimer Funds in 2006,
    Mike spent 14 years at Merrill Lynch, where he
    held various managerial and sales positions.
    He is a graduate of Fordham University and is
    Series 7 and 63 licensed. He is also a Chartered
    Retirement Plans Specialist and an Accredited
    Investment Fiduciary. Mike lives in St. Charles, IL, with his wife and two daughters. Mike recognizes that building and maintaining
    relationships is fundamental to success. He is
    committed to providing consultative support to his clients for all aspects of retirement plans.

    Target Date Retirement options continue to gain momentum inside the country’s 401k plans. Assets are expected to eclipse $1 Trillion over the next 10 years and more and more Americans invest their money in these investment options. The Department of Labor issued guidance for plan sponsors. What did the DOL say and what should Plan Sponsors do as a result? This session will provide plan sponsors and administrators with information that they will need in order to go out and effectively understand and monitor their current target date options. It will also provide backdrop for the growth of the “custom” target date portfolios that are being created and distributed in plans across the country.

    After attending Mike’s session, attendees should be able to 1) define the process to properly analyze target date funds, 2) understand the features and benefits of a target date fund solution, and 3) review and understand the DOL's plan sponsor guidance surrounding target date / QDIA

    Room Number: Marula/Aloeswood
    Credit Hours: 1.00
    Level: Basic
    8:45 AM to 10:15 AM
    Thursday All Attendee Keynote Presentation
    Jennifer McClure
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    ISBS
    Jennifer McClure
    “Getting the C- Suite’s attention”

    HR has an amazing story to tell, but often struggles to articulate how they contribute to the overall success of an organization. Getting the C-Suites attention will uncover seven high-impact areas where HR adds significant value to the organization’s strategic plan. You can expect to learn:
    1) How to take a long-term, "big picture" approach to HR by developing and aligning the human resource strategic plan with the organization's strategic plan.
    2) Solve business problems through the effective use of people strategies and develop and utilize business metrics to measure the achievement of the organization's strategic goals and objectives.
    3) Become an active and effective business leader who can directly impact major business initiatives by establishing strategic relationships with key individuals in the organization to influence organizational decision-making.

    Jennifer is President of Unbridled Talent LLC, a consulting and advisory firm providing services to clients in the areas of leadership, executive communication skills and talent strategy. A popular speaker who has spoken at over 175 industry-related conferences and events (including 3 separate SHRM Annual Mega-Sessions to popular acclaim), Jennifer has provided workshops and training for leadership, human resources and talent acquisition teams at a variety of organizations – including Fortune 100 clients.

    Organizations hire Jennifer McClure to inspire their leaders and equip them to take action in order to increase their impact, grow their influence and accelerate results. Audiences leave better informed, entertained and inspired to take action after a keynote, workshop or training class in which Jennifer shares a blend of “how-to”, best practices and strategic discussion. With leadership and executive management experience at both small and Fortune 500 companies. Jennifer has in-the-trenches experience and executive presence that instantly earns the respect and attention of even the most seasoned business leaders.
    Room Number: Suites A-H
    Credit Hours: 1.50
    11:15 AM to 12:30 PM
    Thursday L1-1 Using Your Essence for Engagement, Growth & Innovation
    Danny Gutknecht
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    ISBS
    Using Your Essence for Engagement, Growth & Innovation
    Danny Gutknecht

    Danny Gutknecht CEO & author of the upcoming book "Essence" has developed a methodology called Essence Mining that enables organizations to understand their essence, its structure and how to use it to grow. He has consulted for global companies such as Expedia.com, B/E Aerospace, University of Michigan as well as Silicon Valley start-ups to efficiently re-design communication for engagement, recruiting, innovation and leadership development.

    Danny has served as the Co-Chair for GPEC's (Greater Phoenix Economic Council) strategy council for the state of Arizona and has conducted speaking engagements at the Global Innovation Summit, Rice University and SXSW (South by Southwest).

    The core driver of growth and innovation for any organization is the vital and meaningful interactions between people that lead to creative breakthroughs. That is the source of engagement, as well as a thriving culture. But few organizations understand the key elements that spark those interactions.

    Those key elements are often unidentified and embedded in the individual, team and organization. Many organizations tap some of the elements, yet are unclear on how best to use them. But what if you had a map? What if you could apply a methodology that not only identifies these core elements in the informal organization, but shows how they are connected to your organization’s mission?

    What if the secret to engagement, innovation and growth was actually a lot more efficient and organic to your organization than you ever imagined? We’ve reached the moment for the next evolutionary stage of work and competition, beyond Peter Drucker’s Management by Objective and into Building Your Organization on Essence.

    This presentation will explain these discoveries from massive data gleaned over 20 years.

    The key take-aways from Danny’s presentation includes:
    • Over the course of history most innovation has sprung from 3 major shifts. The shift from authority to process in science, rights and resources. Scientific Method, Democracy and Capitalism. Bijoy Goswami describes the next shift, "Meaning" is emerging as the fourth house undergoing the change from authority to process. But what are the rules of meaning and how do we understand it? I spent 18 years gleaning an insurmountable amount of data to uncover the architecture of meaning. Discovery of this meaning architecture is as fundamental to human connectedness as the discovery of fractals in mathematics.

    • The purpose of this session is to help participants understand the meaning architecture that drives culture. We’ve reached the moment for the next evolutionary stage of work and competition, beyond Peter Drucker’s Management by Objective and into Building Your Organization on Essence. This presentation will explain these discoveries from massive data gleaned over 20 years

    • Questions Answered: 1. What is Essence and what does it have to do with my culture? 2. How can Essence Mining reveal the "architecture of meaning" in my organization when all other approaches only scratched the surface? 3. How are great leaders already using essence to create engagement, growth and innovation? 4. How can I begin to use the model to impact my organization today?

    Room Number: Wisteria/Portia
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L1-2 Background Screening-What You Don't Know Can Hurt You
    Debra Keller
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    BGT
    Background Screening-What You Don't Know Can Hurt You
    Debra Keller

    Debra Keller is VP of Operations at Reference Services, Inc. (RSI), one of only 46 background screening firms in the entire U.S. (out of 2000) to be nationally accredited. Deb is a national authority on background screening, regulatory compliance, the FCRA, the use of criminal records in the employment process and the EEOC New Guidance of 2012. She’s a frequent speaker at HR conferences across the country and has published background screening articles in numerous trade publications. Deb is also one of only 77 people in the U.S. to hold the FCRA Advanced Certification credential, which designates an advanced expertise in the FCRA & background screening. It’s equivalent to passing the bar for her industry. Deb leads an internal team of background screening professionals, as well as a national sales team. She and her firm care for clients in all industries, of all sizes, in all 50 states & internationally.

    In today's litigious environment, performing background checks is more important than ever. An employer can improve applicant quality, reduce employee theft and violence AND protect themselves from negligent hiring, which is very much in the headlines today. However, not understanding what makes a background check truly comprehensive or the differences between bad data and good data can almost render a background check useless.

    Additionally HR professionals are challenged to keep up with the ever changing regulatory environment regarding the use of criminal records and consumer reports, while there's NO education provided on background screening. This presentation covers comprehensive reports, data sources, credit reports and many legal compliancy problems and how to avoid them.

    It is a must attend for all HR professionals who are responsible for talent management, hiring & recruiting or compliance practices in their organization. The Key take-aways from Debra’s presentation includes:

    • Learn the real reasons an organization should perform employee background checks & the components of a truly comprehensive background check what you need & what you don’t.

    • Learn where criminal records come from, what constitutes “good data” and the differences in manual county searches vs. online instant searches and the dangers instant data poses. You'll also learn about order review and why you know it’s important, fingerprinting (and why it’s not), credit reports (can I run them?), state and federal searches.

    • Learn who regulates background screening & why & common compliancy problems and how to avoid them, including applicant authorization forms, adverse action & what charges you can consider and for how long including state & federal regulations. We'll cover ALL of the most common forms of compliance & consumer violations.

    Room Number: Tamarind/Guava
    Credit Hours: 1.25
    Level: Basic
    Thursday L1-3 Talent Shortages & Skills Gap - 5 Ways to Win the War for Talent
    Jennifer McClure
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    AE
    Talent Shortages & Skills Gap – 5 Ways to Win the War for Talent
    Jennifer McClure - HR exec session

    Jennifer is President of Unbridled Talent LLC, a consulting and advisory firm providing services to clients in the areas of leadership, executive communication skills and talent strategy. A popular speaker who has spoken at over 175 industry-related conferences and events (including 3 separate SHRM Annual Mega-Sessions to popular acclaim), Jennifer has provided workshops and training for leadership, human resources and talent acquisition teams at a variety of organizations – including Fortune 100 clients.

    HR leaders must participate as contributing partners in their organization's strategic planning process and must ensure that their companies have the right talent at the right time and in the right place. They must also develop and implement new recruiting, retention and leadership programs to address the changing business needs and compete for in-demand and scarce talent while recognizing that hiring criteria and training opportunities must be revised and addressed. In this session, you will learn to acknowledge and embrace the changing world of recruiting. You will be provided with five ways to attract and retain high-demand talent and develop innovative strategies to address critical talent shortages and skills gaps. In a world where demand exceeds supply, we have a war for talent. It's time to get creative, get analytical to win that war.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.25
    Level: Advanced
    Thursday L1-4 Wellness Plan Compliance: Let's Get You to the Finish Line
    Renee Kuhs, Jennifer Walther
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    IBSS
    Wellness Plan Compliance: Let's Get You to the Finish Line
    Renee Kuhs & Jennifer Walther

    Renee Kuhs, Compliance Attorney, is a member of the team at RC Insurance Services. She has extensive experience in the area of Employee Benefits Compliance. Renee focuses on helping RC’s clients understand the complex compliance obligations that govern health insurance plans, including the Affordable Care Act.

    Renee’s role is to proactively identify compliance issues before litigation or a compliance audit occurs. She is often complimented on her ability to take complex legislation and explain it in an easy to understand manner. Renee frequently presents workshops to employers on legislative topics.

    Jennifer Walther’s emphasis is on representing employers in all aspects of labor and employment law. She works with companies to implement preventive measures to avoid larger problems, and to protect the employer from expensive litigation. When necessary, she successfully defends employers in state and federal courts and administrative agencies.

    Join us to learn why the EEOC has filed lawsuits against two Wisconsin employers and one located in Minnesota. We will explain why compliance with HIPAA wellness rules may not be enough to avoid litigation and what you should do differently. We'll ask the audience to listen to the facts of each case and act as the jury to determine the outcome.

    The take-away from Renee’s & Jenifer’s presentation include:
    • Understand when health risk assessments and biometric screenings can be used to gather information without violating the ADA

    • Know what is required by the HIPAA wellness rules

    • Learn how to design an effective wellness plan that complies with ALL of the laws governing this area

    Room Number: Marula/Aloeswood
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L1-5 LEAVING? You just got here!
    Pamela Stroko
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    IT
    Pamela Stroko

    Pamela Stroko is the Talent Management Expert & Evangelist at Oracle Corporation and a recognized leader in the talent management arena with over 20 years’ experience as a practitioner. Over her career she has developed deep expertise in all aspects of talent management, focusing on delivering business results by aligning enterprise strategy with strategies for building people capability across the organization.
    Always with the overriding goal of delivering superior business performance, Pamela connects Recruiting, On-boarding, Performance, Learning & Development, Succession, Career Development, Leadership, and Rewards to develop strategically relevant talent management strategies and practices. She is a seasoned executive coach, having worked with a number of established C-level executives as well as developing leaders. An engaging seminar and workshop leader, Pamela delivers and facilitates sessions from the strategic to the tactical implementation of integrated talent management in organizations.
    Pamela is a thought leader in the talent management space, combining best practices with practical and actionable solutions. She frequently speaks at conferences, webinars, and industry meetings globally
    In 2011, Pamela was the host of Inside the Talent Studio, a broadcast featuring thought leaders in talent management. As a follow up to the broadcast, she completed a high-performance workbook and 10-city tour of the workshop: Unlock Results! Building a High Performance Organization Through People, which received outstanding reviews from attendees.
    Pamela developed her expertise as a talent leader by serving in senior business and HR roles at RR Donnelley & Sons Company, Deloitte, The Coca Cola Company, ICI London, and Gap Inc. She has authored numerous implementation tools that drive organization effectiveness and connect talent management to business performance.

    You’re LEAVING? You just got here! (Why it’s not just about acquiring the “best talent), 5% of employees make the decision on their first day to look for another job. If a new hire leaves within the first year, are you due your money back?

    Onboarding is more than insuring that employees fill out their paperwork, understand their role and meet their manager. On boarding is a continuation of the talent acquisition process that you worked so hard to attract your candidate with, as matter of fact, the same techniques can be made for any type of transition an employee has.

    These moments are periods of acute vulnerability, because employees lack established working relationships and a detailed understanding of their new role. Each employee is on a journey and it is up to us to make that something each employee values as unique.

    Learn how to reinforce the talent brand, how to predict success early on, how to accelerate the time to productivity and how to insure that your new employee comes on board, motivated, excited and ready to contribute.
    The key take-away from Pamela’s presentation include:

    • Understand the high risk period for an employee and why it matters.

    • Use techniques to bring employees on faster, more productively and with a higher level of satisfaction throughout the organization.

    • Know what an Employee Experience Journey Map is and how to create one.

    Room Number: Tamboti
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L1-6 Myths of Merit/Virtues of Variable - Comp Cases
    Rena Somersan
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    IM
    Myths of Merit/Virtues of Variable - Comp Cases
    Rena Somersan

    Somersan is a Principal with the Compensation Consulting practice of Verisight. With over 20 years of diverse consulting experience assisting clients in executing their strategic HR and compensation initiatives she has a degree in Economics and Japanese from the UW Madison and an MBA. Somersan's expertise includes the design of workforce and executive compensation programs, performance management systems and leadership development in a variety of industries. She’s a National SHRM and World at Work member as well as a Metro Milwaukee SHRM 2014 President.

    A lively interactive program to examine the myths of merit pay and the fatal flaws built into it as well the virtues of variable pay, which, when done well, can energize the team to catapult organizational performance.

    Don’t just fall back and say, yes, we have a pay for performance program and all employees are awarded on the basis of their performance unless you mean it! What if those merit increases won’t be enough to move an employee from low in their salary range up to the midpoint? What if merit increases alone won’t ensure competitive pay? Do you have a way of monitoring the comp packages of your best people? This program will involve the audience in a case study and cover budget presentations to illustrate the higher ROI on dollars spent for variable pay programs versus traditional merit pay programs.
    The key take- away points from Rena’s presentation include:
    • Describing the causes that make merit pay more myth than actuality.

    • Demonstrate understanding of the ROI of variable pay along with best practices and trends.

    • Calculate compensation budgets using a more innovative approach to retain high performers.

    Room Number: Cypress
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L1-7 Optimize Your Management Spans of Control
    Richard Sperling
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    ISRBS
    Optimize Your Management Spans of Control
    Richard Sperling

    Rich Sperling formed Sperling HR, LLC, in 2009 after 30 years in human resources and consulting. Before establishing Sperling HR, Rich was a Senior Consultant at Hay Group.

    Rich works with clients to build jobs, organizations, and reward programs that support and enable their business strategies and objectives.

    Rich holds an MBA from Northwestern University and a BS from Yale University. He is a frequent author and speaker on jobs, organization, and rewards.

    Compensation issues aren’t always about pay levels. Sometimes they are about the number of managers and management layers an organization has, which in turn is driven by the number of direct reports each manager has (also called the manager’s span of control).
    Spans of control that are too broad or too narrow can have serious effects on organization performance. Optimal spans don’t just happen. Unless organizations actively manage spans of control, they are likely to find more that are either too broad or too narrow and fewer that are just right.

    By managing spans of control, companies have directly impacted their cost, organization effectiveness, communications, employee engagement, manager-employee relationships, and more.

    This session will engage participants in learning how to help their organizations optimize management spans of control.
    The key take-away points from Rich’s presentation include:
    • Learn ways to manage compensation costs, increase organization effectiveness, and enhance employee engagement by managing spans of control.

    • Learn what factors make different spans of control appropriate in different situations.

    • Learn how this process has been used to help supervisors, managers, executives, and business unit leaders understand, track, plan, and manage spans of control in their organizations.

    Room Number: Banyan
    Credit Hours: 1.25
    Level: Intermediate
    Full
    Thursday L1-8 The Optimistic Leader: Creating Positive Work Environment
    Dr. Justin Rueb, SPHR, SCP
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    BGSBS
    The Optimistic Leader: Creating Positive Work Environment
    Dr. Justin Rueb

    Dr. Justin Rueb is President and Owner of Aspiring Heights, an independent training and organizational consulting firm specializing in leadership, team-building, and organizational culture and climate.

    He obtained his Ph.D. from Virginia Tech in industrial psychology, with an emphasis in leadership and is also currently an Associate Professor at the University of Wisconsin-Stevens Point. This background combined with his 25-year leadership career in the military allowed him to work with a variety of organizations in the military, academic, and corporate sectors.

    His doctoral research at Virginia Tech examined potential predictors to identify emergent leaders within an organization. He has also performed research in areas as diverse as human factors, cognition, motivation, system design, human resources, leadership, statistics, and sexual harassment, having authored over 60 articles/presentations.

    A nationally recognized speaker, Dr. Rueb has presented papers at numerous prestigious conferences, including the Academy of Management, Society of Industrial/Organizational Psychologists, American Psychological Society, and the Human Factors Ergonomics Society.

    In today’s world, organizations are often looking for key leaders who can get the most from their followers. Although often overlooked for higher-profile leaders, optimistic leaders appear to have an influence on their followers in such a way that productivity under their leadership outperforms that of other leaders.

    This session will focus on understanding what optimism is, how leaders become optimistic, and how this optimism causes increased productivity and improved company climate. Specifically, attendees will explore the benefits of being an optimistic leader and how they can become optimistic leaders.

    The presentation will have attendees determine their own level of optimism. Next, attendees will learn various leadership tools and how they can use those tools to produce results. The session will involve several activities that require audience participation in an effort to personalize one’s own experience with optimistic outlooks through leadership experiences.

    The Key take-away points from Justine’s presentation include:
    • To understand, what leadership is and its importance at work.

    • To understand, how optimism impacts leadership and subsequent productivity.

    • To understand, optimism affects organizational climate positively and leads to reduced waste, absenteeism, and accidents while increasing tenure and organizational commitment.

    Room Number: Ironwood
    Credit Hours: 1.25
    Level: Basic
    Thursday L1-9 Developing the Leadership Rudder & Trim-tab
    Suzanne Qualia, ACC, MBA, CIRM
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    ASBS
    Developing the Leadership Rudder & Trim-tab
    Suzanne Qualia

    Executive Leadership Coach & Certified Trainer - Suzanne Qualia, MBA CIRM is passionate about helping individuals, teams and organizations achieve their full potential. For more than 25 years she has led teams in small, medium and large businesses honing her organizational and leadership skills. She knows the day-to-day people, process and tools challenges organizations face in achieving bottom line results.

    In addition to her corporate experience, she has continued to specialize her skills in executive coaching and organizational change. Recently she completed studies with the Coaches Training Institute and the Center for Executive Coaching.

    Additionally, in 2013 she received certification from neuroscientist Dr. Joe Dispenza to facilitate change for individuals, teams and organizations utilizing his neuroscience model for personal change. The process and tools enables executives and their teams to move from Thinking to Doing to being their Best.

    Do your leaders feel they are floating in the middle of the leadership ocean, pulled in multiple directions by multiple forces? Do they wonder if they are heading in the right direction at the right speed? Do they desire greater leadership effectiveness including the vision and insight to course correct with ease, confidence and success?

    This session reviews the fundamental aspects of the R-U-D-D-E-R leadership model: Relationship builder, Unstressed, Direction setting, Disciplined, Emotionally intelligent, Results focused leader. The small device attached to a rudder -the trim tab - creates impact and efficiency for the rudder with its subtle presence.

    Those high impact T-R-I-M T-A-B elements are: Truth living, Resonant, Intuitive, Mindful, Tenacious, Aligned and Belief in possibilities Balanced-BEING. Attend this session to learn about the rudder and trim tab leadership components that keep your leaders on course and on track for HR as well as the entire organization’s success. The key take-away points from Suzanne’s presentation include:

    • Learn the R-U-D-D-E-R and T-R-I-M T-A-B leadership model components and why they are fundamental to leadership success.

    • Come away with a framework for each component that allows leaders to strengthen each of the model areas.

    • Understand the 3 main tools that assist leaders with developing/strengthening their Leadership Rudder and Trim-tab and the efficacy of each in leadership development.

    Room Number: Crown Palm
    Credit Hours: 1.25
    Level: Advanced
    Thursday L1-10 Generation Accommodations: ADA Compliance Strategies for Boomers, Xers, and Millennials
    Scott LeBlanc, JD, Tom O'Day
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    BGBSS
    Generation Accommodation: ADA Compliance Strategies for Boomers, Xers, and Millennials
    Tom O'Day & Scott LeBlanc

    Tom O'Day is an associate at Godfrey & Kahn's Madison office in Labor & Employment and Health Care Practice. Tom counsels private and public employers on hiring and firing, drafting and enforcing restrictive covenant agreements, litigating discrimination claims, and drafting employment and severance agreements. Tom has appeared before the Wisconsin Equal Rights Division, Equal Employment Opportunity Commission, National Labor Relations Board, and state and federal courts. Tom earned his law degree from the University of Wisconsin.

    Scott LeBlanc is an associate at Godfrey & Kahn’s Milwaukee office in the Labor & Employment and Immigration Practice Groups. Scott advises clients on a wide variety of labor and employment issues, including confidentiality, non-competition and non-solicitation agreements, employment discrimination, wage and hour claims, and family and medical leave administration. Scott also assists clients with drafting and enforcing employment and severance agreements. Scott earned his law degree from Duke University.

    With a changing and aging workforce, human resources professionals are called to manage a growing number of disabilities in the workplace. Each of the generations currently populating the workforce have unique types of medical conditions requiring accommodation.

    Those different generations also approach those medical conditions differently both in the workplace and outside the workplace. Attendees in this seminar will learn some of the basic foundations of federal and state disability accommodation law that apply to all employees in the workplace, regardless of generation.

    We will then focus on the growth of particular generational conditions, including mental health conditions, and revisit past practices to accommodate employees with mental health conditions, including episodic conditions. We will explore real-life examples of how employers handled or mishandled accommodations in the workplace.
    The key take-away from Tom & Scott’s presentation include:

    • Understand current federal and state law related to accommodations in the workplace, including the differences in application of state versus federal law, with an emphasis on the practical effect of how appeals courts are interpreting the expansion of disability and accommodation requirements from the Americans with Disabilities Act Amendments Act.

    • Identify unique aspects of addressing mental health conditions in the workplace, including how requests for an accommodation might be expressed, how employee misconduct related to mental health conditions should be handled, how episodic conditions might be accommodated and how the direct threat defense under federal law has been interpreted and might be applied.

    • Experience working through real-life examples of accommodation scenarios across each of the generational needs of the workforce, with interactive dialogue and peer sharing to enhance the learning experience. Discuss the future of accommodating medical conditions in the workplace, driven by employees from different generations, and how human resources professionals can prepare their managers to best address front-line accommodation needs.

    Room Number: Bamboo
    Credit Hours: 1.25
    Level: Basic
    Thursday L1-11 Disrupt YOU!
    Trish McFarlane
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    ISBS
    Disrupt YOU!
    Trish McFarlane

    Trish McFarlane is the VP of Human Resource Practice and Principal Analyst for the Brandon Hall Group. A former HR executive with almost 20 years of experience in Big 4 public accounting, PR, healthcare, and IT, her expertise in leadership, performance management, training & development, change management, social media, and innovation, enables her to capture readers and audiences with real-life examples of how leadership plays out in organizations.

    Trish is also the author of the HRringleader blog, Co-Host of the HR Happy Hour radio show, Host of the HCMx Radio show, and co-founder of HRevoltuion and Women of HR.com. She also blogs regularly on HCM and technology on the Brandon Hall Group blog.

    Leaders today are expecting HR professionals to step out of the operational role and become strategic business partners. In this keynote session, Trish will talk through some of the key aspects of HR administration and operations that remain important as well as areas HR pros need to develop in order to be the business partner that organizations need in the coming years. She will share examples and encouragement for making the change, growing and ultimately, disrupting your approach to your career.

    Room Number: Acacia
    Credit Hours: 1.25
    Level: Intermediate
    1:45 PM to 3:00 PM
    Thursday L2-1 5 Strategies for Developing Highly Successful People
    Rusty Lundquist
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    ISBS
    5 Strategies for Developing Highly Successful People,
    Rusty Lindquist

    Rusty is the Vice President of Strategic HR Insights at BambooHR, where he studies the intersection of organizational behavior, talent management, and HR strategy, all within the dynamics of small to medium-sized businesses.Before that, he spent three years leading product innovation in the Learning and Development industry, and 15 years running product teams in other SaaS companies.Rusty is also a writer and public speaker, passionate about helping people take control of their lives by escaping the gravitational pull of their past, and engineering their future. BambooHR is a leading HR Technology company whose innovations are designed to power strategic HR in small to medium-sized businesses

    What causes employees to be successful? This presentation will share five strategies you can use on a daily basis to make your employees more successful. Moving away from the yearly performance reviews to make daily coaching and mentoring can be challenging.

    Rusty Lindquist will share how this will help productivity increase and how to create a leadership succession plan. The key take-away from Rusty’s presentation include:
    • Gaining insight on how to give regular feedback that will actually improve performance.

    • Insight on how to create a feedback culture to improve productivity between performance reviews.

    • Insight on how to coach and mentor employees to become future leaders within their company.

    Room Number: Wisteria/Portia
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L2-2 Critical Mistakes Benefit Plan Fiduciaries Make
    Debra Castellani, Bill Conrad
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    IR
    Critical Mistakes Benefit Plan Fiduciaries Make
    Debra Castellani & Bill Conrad

    For over two decades, Deborah Castellani has been working with individuals, large and small businesses, employee benefit plans, and foundations to help them reach their long and short term goals through investment management and business consulting.

    During her 25+ year career, Ms. Castellani has earned the designation of prestigious designation of Chartered Financial Analyst. Ms. Castellani has run a $2 billion investment firm, established mutual funds, performed M&A studies, set up SEC compliance programs, overseen the P&L, established and overseen defined benefit and defined contribution plans, acted as a fiduciary and worked with numerous firms in a variety of industries. Most recently, she helped create an innovative 401(k) compliance tool, The FIRE System, which complicates 401(k) compliance for plan sponsors and their fiduciaries.

    Ms. Castellani has been a fiduciary for many qualified plans including those with only a handful of participants to over 20,000 participants.

    William "Bill" Conrad assists companies and fiduciaries identify operational in-efficiencies so they can reduce overall risk and liability. After serving in the Marines in Vietnam, he attended law school then entered the financial world and has been a regulator, auditor, HR department head, and trust group head, CEO of 2 multi-billion dollar Investment companies and CEO of a multi-state Broker Dealer.

    Bill is an international speaker, strategist and innovator for financial, fiduciary and retirement plans. During his 40 plus year career, he has designed and implemented various innovative financial products and systems. Most recently, he assisted in creating an innovative 401(k) e-compliance tool, The FIRE System, and a fiduciary education tool, The Ignite System to help un-complicate retirement plan compliance for plan sponsors and their fiduciaries.
    Today, Bill assists companies and their fiduciaries in understanding their role of being an ERISA fiduciary so they can reduce their professional and personal risk.

    The DOL, Congress, SEC, everyone is talking about retirement plan fiduciaries. A must attend session for anyone who works or touches a retirement plan. Many service providers miss-educate plan sponsors because many do not know ERISA themselves. Because of this, plans sponsors think they are protected, but likely they are NOT.

    Whether ERISA, retirement, medical or state fiduciaries, they all pretty much make the same mistakes and have the same responsibilities as a fiduciary.. Find out the critical mistakes you could be making before the regulators or litigators find them for you! This light-hearted, but educationally-packed presentation helps fiduciaries understand their responsibilities and shows them uncomplicated steps to minimize their personal and professional liability.

    Find out why fiduciary is the hot topic and how to keep yourself protected.

    The key take-away from Debra’s & Bill’s presentation include:

    • Understand your fiduciary responsibility and why the government is focusing on fiduciaries.

    • Learn (at least) 3 critical mistakes anyone of these can create personal liability.

    • Find out easy techniques to avoid these mistakes and reduce your fiduciary risk.

    Room Number: Tamarind/Guava
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L2-3 So you want to be CHRO: Are you ready?
    Mary Faulkner
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    ASBSE
    So you want to be CHRO”: Are you ready?
    Mary Faulkner

    Mary is a talent strategist and business leader with over 10 years’ experience in helping organizations achieve their goals. After working on the Operations side of start-ups and small companies, Mary landed in HR by way of learning and development, with extensive experience in leadership and organizational development, coaching, key talent planning, performance management, business partnering, HRIS, process and policy creation, and instructional design.

    In addition to her work within companies, Mary authors a leadership development blog (www.survivingleadership.wordpress.com) to continue the dialogue around the challenges of leadership both being a leader AND being led.

    Human Resources professionals know their role within their own teams but often struggle when they reach the top job - whether due to their own potential uncertainty or the lack of cohesion with the rest of the leadership team.

    This session explores the role of the HR executive in the C-suite, the challenges inherent in being treated equally, and suggestions on how to succeed in being a true business leader.
    The key take-away from Mary’s presentation include:
    • Define the key characteristics of a successful CHRO and determine if you are ready for the role.

    • Identify common challenges inherent in being a member of an executive team and how to overcome them.

    • Identify practical actions to implement within your workplace to work more effectively with your executives.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.25
    Level: Advanced
    Thursday L2-4 Dynamic Leadership: Closing Leadership Skills Gap
    Elissa Tucker
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    ISBS
    Dynamic Leadership: Closing Leadership Skills Gap
    Elissa Tucker

    Building on more than 15 years of experience in human resources research, writing, and advising, Elissa Tucker develops and executes APQC’s human capital management (HCM) research agenda. She has completed numerous research studies and reports on such topics as leadership, talent optimization, human resources trends, recruiting and hiring, training and development, performance management, and talent management.

    She is a regular contributor for APQC’s blog on topics for human capital management and organizes monthly webinars on HCM topics for APQC members and subscribers. Some of her more popular research reports include Reviving Leadership Capabilities, The Leadership Deficit, and Technical Talent Management. She often partners with other APQC research managers to develop joint projects on topics such as promoting dynamic leadership in the supply chain, how to narrow the leadership gap in finance, or how knowledge management supports successful leaders.

    Tucker has written for and been featured in numerous HR industry publications, including Human Resource Executive, MWorld, Recruiter.com, Recruiting Trends, Society for Human Resource Management, Strategic HR Review, Talent Management, Training, Workforce Management, and Workspan.

    Her research has also been featured in Fortune.com, AFP Exchange, CIO Baseline, CIO Update, Corporate Finance Review, Spend Matters, and Time Business. Tucker is a regular speaker on HR industry webinars and conferences, including the Association for Talent Development, HR.com, Human Capital Institute, and Talent Management Alliance.

    Prior to joining APQC in 2010, she worked as a senior research consultant at HR consultancy Hewitt Associates, now AonHewitt, where she led many large-scale quantitative and qualitative research studies and authored numerous research reports, white papers, and presentations. Tucker also co-edited and contributed to the 2006 book: Workforce Wake-Up Call: Your Workforce Is Changing, Are You?

    She has a Bachelor of Arts degree in social and cultural anthropology from Lawrence University in Appleton, Wisconsin. Elissa works remotely for APQC from her home in Oshkosh, Wisconsin.

    Elissa Tucker will share APQC’s recent research findings regarding the leadership shortage and a promising solution to the shortage called dynamic leadership. She will introduce five companies that are practicing dynamic leadership and share the best practices used by these organizations to sustain leadership capabilities. Attendees will hear how Cardinal Health, Caterpillar, Ford, Monsanto, and W.L. Gore: define core leadership behaviors for their organizations, make leadership the responsibility of every employee, offer leadership development to all employees, enable all employee leaders to tap organizational intelligence, and give employees the freedom to take up and hand off leadership responsibilities.
    The key take-away points from Elissa’s presentation includes:
    • Attendees will learn which leadership skills are needed most for organizational success and which business forces are driving a shortage of these skills in most organizations.

    • Attendees will be introduced to the dynamic leadership shortage solution, a set of organizational practices and beliefs that APQC research found is correlated with organizations having more of the leadership capabilities needed for business success today and in the future.

    • Attendees will also learn how these organizations have adapted traditional leadership development practices, such as high potential development programs and succession planning, to support a more dynamic and inclusive style of leadership.

    Room Number: Marula/Aloeswood
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L2-5 Managing People, Managing Process
    Steve King
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    Managing People, Managing Process
    Steve King

    Steve King is the Executive Director of the Center for Professional and Executive Development for the Wisconsin School of Business at the University of Wisconsin Madison.

    Prior to taking this position, Steve held the positions of Vice President of Global Talent Management for Baxter International, Senior Vice President of Human Resources at Hewitt Associates, and Chief Learning Officer at Hewitt Associates. Before joining Hewitt, Steve was with the Bank of Montreal’s Institute for Learning the bank’s corporate university where he was faculty head for leadership and change.

    He also held training and management development positions within Caremark and Harris Bank. Steve has an M.A. from the University of Wisconsin Madison and a B.A. from the University of Iowa, both in economics.

    Steve’s Program explores the duel challenge facing a new front line supervisors of managing both people and processes simultaneously. This duel challenge makes that transition from individual contributor to front line manager one the riskiest of one’s career. The focal point of this session will be techniques and advice to mitigate this risk.
    The key take-away points from Steve’s presentation includes:

    • Apply the six conversations every manager must have with employees to ensure robust performance.

    • Leverage the Brag, Worry and Wonder, Bet framework to ensure feedback is balanced and impactful.

    • Build the appropriate contingency plans into the processes to ensure expected results.

    Room Number: Tamboti
    Credit Hours: 1.25
    Level: Advanced
    Thursday L2-6 Benefits Communication Boot Camp
    Andrea Tarrell
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    GT
    Benefits Communication Boot Camp
    Andrea Tarrell

    As Director of Marketing, Andrea is responsible for setting the strategy behind HNI’s marketing and communication efforts. Her responsibilities include managing HNI’s digital footprint, lead generation, public relations, and internal communications for our four locations.

    In addition to leading HNI’s marketing and communication strategy, Andrea serves as an advisory resource to our customers. Client projects have included:

    • Benefits communication

    • Employer branding and social recruiting

    • Website development and search engine optimization

    • Social media

    • Video production

    There is widespread benefits bewilderment among most employee populations. Plan documents are confusing, and people aren't engaged in the health and wellness messages they're receiving. It's time to change the game in benefits communication.
    Whether you're rolling out a new plan this year or trying to get employees more engaged in your current plan, this workshop illuminated ways to dramatically improve your benefits communication, leaving employees smarter about their benefits and more appreciative of what they're getting from the company.
    If you've struggled to get employees to understand and appreciate your benefits offering, this is a presentation you won't want to miss.
    The key take-away points from Andrea’s presentation include:
    • How to make benefits communication A LOT more engaging and develop a brand identity around your benefits package.

    • Sharing the WHY of benefits & articulating the value to employees... year round.

    • Real-world examples of the best and the worst in benefits communication.

    Room Number: Cypress
    Credit Hours: 1.25
    Level: Basic
    Thursday L2-7 How to Lead the Way to Picture Perfect Change
    Jonathan Michael Bowman
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    I
    How to Lead the Way to Picture Perfect Change,
    Jonathan Michael Bowman

    Jonathan’s presentations are the result of heart-felt experience, critical thought and an unbridled passion to help others achieve their full potential.

    Born in Pittsburgh, Pennsylvania, Jonathan is the last of four children, whose lives were enveloped in poverty and homelessness. By the time he was 17 years old, he and his family had lived in two homeless shelters, a church, a small fourth-floor attic, public housing projects and a hotel, among many other places.

    However, with his determination to ascend from poverty unaffected, he earned his G.E.D. and obtained an associate’s degree in English and Communications at Allegheny Community College. He went on to earn his bachelor’s degree in Journalism and Communications from Point Park University where he graduated Cum Laude. Jonathan then attended and graduated from Ohio State University College of Law.

    He then practiced law at the Ohio Attorney General’s Office. During his 12-year-career there, he served in a variety of leadership posts, including Deputy Attorney General and Section Chief. He led several departments to achieve success. As a result, he was a recipient of the Ohio Attorney General's Innovation and Excellence Award in 2005.

    Jonathan is also an avid photographer. Pictures have intrigued him ever since he was a child. While growing up, drawing pictures provided him with an escape from his life of poverty. Later in life he became hooked on photography when he happened upon a 35 mm camera and looked through the viewfinder. He was so enthralled that he studied photography as part of his undergraduate major in communications.

    Today Jonathan serves as CEO of Clear Picture Leadership®. He uses lessons learned from his childhood, leadership skills honed throughout his career and the inspiration embodied in his artwork to encourage leaders to achieve a clear picture vision. As Jonathan says, picturing your destination is the first step to achieving something great. Sometimes leaders are tempted to cast aside an imaginative vision because it is deemed unrealistic. Yet as his tagline says Jonathan challenges leaders with a different perspective: Where imagination and reality meet.

    Have you ever wanted to create a new department or enhance the quality of your team’s work? Change can be difficult for anybody. Leading change can be even more difficult and at times seemingly impossible. This seminar will teach attendees change leadership principles that every organizational leader should know.

    In this energetic and content-rich presentation, you will learn how to lead the way to successful Picture Perfect change. Drawing examples from real leadership situations, Jonathan will teach and inspire you to ignite your team to achieve dynamic results. You will learn how to set a vision of change, achieve buy-in and lead the way to capture your vision. Jonathan is also a fine art photographer. He uses his art during his presentation as a metaphor to graphically illustrate key points.

    This turns Jonathan’s presentation into more than educational leadership training. It is also an inspirational, artistic experience.

    The key take-away points from Jonathan’s presentation includes:
    • You will learn how to set a vision of change.

    • You will learn how to achieve buy-in.

    • You will learn how to lead the way to capture your vision.

    Room Number: Banyan
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L2-8 Making Sense of the Millennial Generation
    Jennifer Garber
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    BGT
    Making Sense of the Millennial Generation
    Jennifer Garber

    Jennifer Garber, Senior Manager, Human Resources (speaker). Jennifer is currently the Senior Manager, Human Resources at Exact Sciences located in Madison, WI.

    She has over nine years of experience in the human resources function working with Amazon, Catalent Pharma Solutions, PPD, Promega, and most currently with Exact Sciences.
    Jennifer is currently accountable for learning and development and partnering with the Research & Development, Quality, Regulatory, & Clinical Operations teams to ensure Exact Sciences is focused from a talent perspective on their mission to eradicate colon cancer.

    Jennifer has a Bachelor's Degree in English with a minor in Communication, from Carthage College in Wisconsin as well as a certificate in Human Resources Management from Cardinal Stritch University. Her passion is learning and development and she has developed and taught several learning sessions which have developed the leadership skills of many and have been highly praised.

    Jennifer has great interest in inspiring leaders to grow their talent into the most highly performing teams possible, always reminding leaders that people need three things: Something to believe in, someone to believe in, and someone to believe in them.

    She has a proven track record leading highly visible initiatives and has a demonstrated ability to influence and guide senior leaders to think about their talent in a unique ways. Jennifer currently resides in Middleton, WI.

    Today’s workplace looks much different than it did 15 years ago. People are working longer than before and the average age of retirement is now 67. Due to these workplace changes, leaders now have to lead three or more generations working together each with their own values, communication styles, and definitions of success.

    Perhaps the generation we hear about most is the Millennial Generation, often called Generation We or Generation Why. In this interactive session we will explore common myths about the Millennial Generation: Are the Millennials really the entitled generation? Do they really think they can do and be anything? Do the Millennials just want a job? Do they only care about their paycheck? Do the Millennials really think they know it all? We will provide you with the basics on how you can return to your organization and engage this generation, the future leaders of your organization. You will leave being able to answer this question: As the fastest growing segment on your teams how will you ensure that you are cultivating your next generation of leaders, how will you grow, improve, and develop their talents?
    The key take-away points from Jennifer’s presentation include:
    • Are the Millennials really the entitled generation? Do they really think they can do and be anything?

    • Do the Millennials just want a job? Do they only care about their paycheck?

    • Do the Millennials really think they know it all?

    Room Number: Ironwood
    Credit Hours: 1.25
    Level: Basic
    Thursday L2-9 Creating Positive Employee Relations
    Liz Uram
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    BSBS
    Creating Positive Employee Relations
    Liz Uram

    Liz is a decisive, take-action professional who consistently prepares and delivers results-driven facilitation and impactful learning content. Energy abounds when Liz is present. Style, clarity, and relevance are the trademarks of her role as a skilled presenter, trainer, and facilitator. She is a highly regarded speaker, presenting at conferences and business meetings such as: Twin Cities Human Resources Association, Rural Electric Management Association, Minnesota Safety and Health Conference, and Minnesota Marriage and Family Therapists Association, plus many more.

    Liz brings over 13 years of "hands-on, on the floor" management experience from her leadership roles in the financial services industry. Her areas of expertise include: leadership development, management skills, communication in the workplace, and customer service.

    We’ll examine the many components that affect employee relations, such as employee engagement, identifying what employees expect from work, how to coach and give feedback, and building respectful work relationships.

    We’ll also identify best practices in building a positive atmosphere through improving communication and listening skills.
    The key take-away points from Liz’s presentation include:
    • Identify and understand the biggest barriers to employee engagement.

    • Learn how to get people to want to work for you.

    • Discover ways for improving communication and listening skills.


    Room Number: Bamboo
    Credit Hours: 1.25
    Level: Basic
    Thursday L2-10 Can you navigate the waters of change?
    John Stoker
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    ISBS
    Can you navigate the waters of change?
    John Stoker

    John R. Stoker is the President and founder of DialogueWORKS, LC. In this role John has consulted extensively with a number of companies, helping them increase their capacity to enhance effectiveness and improve results. John has experience in designing strategic change and in creating and implementing training curriculum in support of company-wide culture change and improvement initiatives.

    John is experienced in the fields of leadership, change management, dialogue, critical thinking, conflict resolution, and emotional intelligence. He has worked with clients both nationally and internationally; his list of clients includes Cox Communications, Comcast Cable, Banner Health, Wheaton Franciscan Medical Group, Lockheed Martin, Turner Broadcasting, U.S. Tobacco, Eastman-Kodak, Honeywell, AT&T, OG&E, Alcon Labs, AutoTrader.com, Nebraska Furniture Mart, Connolly Healthcare, American National Bank, Mutual of Omaha, and Sonic Automotive.

    John is the author of, Overcoming Fake Talk: Creating REAL Conversations that Build Relationships, Create Respect, and Get Results.

    In these times of hyper competition, economic uncertainty, and the need for increased efficiency, one thing is constant change. However organizations don’t change, people change and transform themselves and their organizations.

    If change is a positive thing, then why do people put more energy into resisting change than understanding and embracing it? Bottom line: People resist what they don’t understand and what they believe will have a negative impact of them. In all the chaos that change creates, changes agents must recognize and manage the complex dynamics that accompany any change initiative to achieve optimal results.

    In order to manage a successful change initiative, individuals must be able to assess the impact of change on seven organizational factors. These leaders of change must also be able to recognize the questions that individuals are asking and be able to answer those questions to help people stay focused on the work at hand.

    Finally, any successful change agent must also be able to recognize the losses that individuals experience and know how to change the perception of loss into a perception of gain through conversation and engaging individuals.
    The key take-away from John’s presentation include:

    • Assess the impact of seven critical factors that need to be addressed to insure that any change initiative will be successful to the achievement of the organization’s strategic goals.

    • Identify the six questions that leaders and change agents must address if they hope to focus the thinking of individuals as they move through transition.

    • Prepare for and hold a change conversation that assists the individual to refocus their thinking on gain rather than loss as they strive to improve their performance.

    Room Number: Crown Palm
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L2-11 Pharmacy Benefits: Managing Rising Rx Costs
    Hitesh Patel
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    BGR
    Pharmacy Benefits: Managing Rising Rx Costs
    Hitesh Patel
    Thursday, October 15
    1:45-3:00 pm

    Track: Total Rewards
    Level: Basic
    Hitesh Patel is a Vice President at Aon Hewitt and a Consultant in Aon’s Pharmacy Benefits practice. A licensed Pharmacist, Hitesh provides a well-rounded clinical, managerial, and outcomes focus to the practice. He provides pharmaceutical services that ensure employers are obtaining an improved return on investment in their pharmacy benefit spending by focusing on appropriate benefit design, PBM selection and auditing. He also focuses on improving outcomes through improved health management programs.
    Experience
    Hitesh joined Aon Hewitt in January 2007. Before joining Aon, Hitesh worked for 12 years in the PBM industry in various clinical, financial, analytical, and outcomes leadership roles. Previous to that, Hitesh worked in the hospital pharmacy industry in various managerial roles for 15 years and in the retail industry in the United Kingdom for one year.
    With his wide experience, Hitesh provides clients with an in-depth understanding of the pharmaceutical marketplace and recommendations on how to improve their pharmacy benefit programs and improve the health of their members
    Expertise
    Hitesh helps employers with any pharmacy related issues, with a focus on improving the health of their employees and members. His expertise includes Employer Group Waiver Plans, 340B pricing and Outcomes measurement.
    Hitesh has presented at the Academy of Managed Care Pharmacists, the International Society of Pharmacoeconomics and Outcomes Research, various national and regional PBM conferences, employer coalitions, the National Managed Health Care Congress, the University of Arizona and the DNA forum. Topics presented include various pharmacy benefit issues such as prescription trends, specialty drug management, pharmacy benefits management programs, prior authorizations, Medicare Part D, compliance programs, disease management, and outcomes measurement.

    Attendee Takeaways:
    1. Trends are back in the double digits for the near future
    2. Specialty drugs are key drivers of trends
    3. Many specialty drugs provide improved care
    4. Employers have several solutions for managing specialty drugs as well as traditional drugs


    Room Number: Acacia
    Credit Hours: 1.25
    Level: Basic
    4:00 PM to 5:15 PM
    Thursday L3-1 Controlling Costs with Innovations in Primary Care
    Patricia Murphy
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    ISBS
    Controlling Costs with Innovations in Primary Care
    Patricia Murphy

    Patricia is responsible for helping clients develop and implement employer sponsored care delivery systems and other wellness initiatives. She proactively works with clients to drive continuous improvements in the health of their employee populations and the culture of wellness in their companies. Her areas of engagement range from awareness, to education, to behavior change activities.

    Patricia has over 25 years of experience in health care and wellness. She has served in roles related to operations, administrative oversight, and compliance for many national and multi-location companies. Most recently, she worked as a consultant developing recommendations for clients interested in providing onsite health care clinics.

    Early and effective primary care has proven to be one of the best ways to control healthcare costs. But how do you encourage employees to seek out this type of care, preventing a health issue from escalating to an emergent visit or a more costly condition down the road? At this session, Patty Murphy from HNI will share advancements in primary care delivery models including telemedicine, on-site clinics, and near-site resources.

    By including these strategies in a benefits program, many businesses have successfully reduced costs, enhanced worker productivity, and bolstered efforts to attract and retain talent.
    Patricia has been with HNI since January of 2013.
    The key take-away points from Patricia’ presentation includes:

    • Keys to successful primary care programs and measuring program performance.

    • Options to consider, including telemedicine, on-site clinics, and near-site care.

    • Questions to ask when exploring primary care option.


    Room Number: Wisteria/Portia
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L3-2 Retaliation Avoidance
    Brian Benkstein
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    ISBS
    Retaliation Avoidance
    Brian Benkstein

    Brian T. Benkstein is a Shareholder in the Minneapolis, Minnesota office of Jackson Lewis P.C. Mr. Benkstein is certified as a Labor and Employment Law Specialist through the Minnesota State Bar Association. He exclusively represents employers in matters that arise from employment and labor laws and defends claims filed against them with state and federal administrative agencies and in the Minnesota and Wisconsin state and federal courts. He also negotiates, drafts and litigates employment related agreements, with a special emphasis on non-competes.

    Mr. Benkstein is an experienced, hands-on litigator. In addition to a successful motion practice, he has litigated multiple jury, bench and arbitration matters to verdict or decision. He defends companies in cases involving a single plaintiff and also complex collective and class action cases involving hundreds of plaintiffs, and he has successfully resolved numerous workplace safety related citations.

    Mr. Benkstein combines his legal training with eight years of management experience in the health care industry. Prior to his law firm experience, he served in a variety of management positions for a health care corporation. In his legal practice, Mr. Benkstein uses this business experience when negotiating contracts for clients and guiding them through complicated legal issues.

    Mr. Benkstein rounds out his active litigation practice by providing employment law and business law advice and counsel to clients on employment matters and general business issues ranging from employee performance issues to legal compliance to overall business strategy. He works with his clients in responding to everyday problems and, most importantly, developing legal and practical solutions to avoid such problems.

    A six-time Star nominee by Minnesota Super Lawyers ®, he has a proven track record of successfully defending claims brought against employers.

    He is a regular lecturer on employment law and litigation topics, presenting at statewide conventions for the Society for Human Resource Management, Care Providers of Minnesota, Aging Services of Minnesota, and the Upper Midwest Employment Law Institute.

    Mr. Benkstein received his B.S., magna cum laude, from the University of Wisconsin-Eau Claire, and his J.D., magna cum laude, from William Mitchell College of Law.

    Hot off the press! Hot off the press! The Equal Employment Opportunity Commission ("EEOC") reports the "highest incidence of retaliation charges" ever- an incredible 42.8% of all charges filed in 2014 contained a retaliation claim! EEOC Chairwoman Jenny R. Yang questions, how do we ensure that all workers understand their rights and are willing to come forward?

    Suggesting that the EEOC will be taking an even more aggressive stance on educating and informing employees of their rights under applicable law, including their rights with regard to retaliation protection. With these types of numbers, and this continued focus on employee education, you can be confident retaliation claims will continue to rise.

    This session will focus on what an employer can do now to reduce the possibility that they will be the subject of a future retaliation charge, providing real life case examples to highlight where employers have consistently gone wrong.

    Attendees will not only walk away with a better understanding of the elements of a retaliation claim and how to identify certain risk scenarios, they will walk away with practical steps to implement the minute they return to the office.
    The key take-away points from Brian’s presentation includes:
    • Attendees will learn the basic elements of a retaliation claim under both state and federal laws.

    • Attendees will gain a better understanding of how to recognize situations that present as high-risk for retaliation.

    • Attendees will learn what they can do now to reduce the possibility of future retaliation claims.

    Room Number: Tamarind/Guava
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L3-3 When Women Thrive – Global Research
    Dan Lezotte, Casandra Tate Mahoney
    More
    IBSS
    When Women Thrive – Global Research
    Dan Lezotte, Mercer
    Casandra Tate Mahoney, Mercer

    In 2014, Mercer conducted research with employers worldwide to help organizations move the needle on gender diversity in the workplace. 164 companies in 28 countries with 1.7M employees (680k female employees) participated in the survey.

    This groundbreaking research, conducted in collaboration with the EDGE Certified Foundation, is unique in that we have identified concrete steps organizations can take to accelerate progress toward their gender-diversity talent goals – by broadening the conventional understanding of opportunities to support female talent across their lifecycle and by linking practices to evidence and results.

    During this presentation, we will address the key drivers of gender diversity and an approach to enhancing gender diversity in your organization:

    Key Takeaways:

    • Why it is important to take a broad, enterprise-wide focus to ensure sustainable change – including having an engaged leadership team.
    • How active management of talent drives more favorable outcomes than traditional programs.
    • Nontraditional solutions that can impact a firms’ long-term ability to engage and retain female talent.
    • An approach you can take to enhance gender diversity in your organization.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L3-4 OFCCP: The Dawn of a New Age
    Mark Hudson
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    ISBS
    OFCCP: The Dawn of a New Age
    Mark Hudson

    Mark Hudson is an Attorney and Senior Vice President at Shuttleworth & Ingersoll, P.L.C. Mark's work focuses on labor and employment compliance and counseling (including personnel policies and decisions, workplace investigations, affirmative action program compliance, wage and hour advice, and general employment counseling), labor and employment litigation (including equal opportunity, wrongful discharge, discrimination, sexual harassment and defense of employment-related claims), and fair housing litigation and compliance.

    Prior to joining Shuttleworth, Mark worked at a large Omaha law firm practicing in a regional labor and employment law section. Mark also is the co-author of McDonnell Douglas: Alive and Well; 52 Drake Law Review 383 (2004), is a Contributing Editor for BNA’s leading labor law treatise, The Developing Labor Law, and is a Chapter Monitor for BNA's and the ABA Section on Labor and Employment Law's definitive reference on the law of discrimination in the workplace, Employment Discrimination Law.

    With recent OFCCP regulations in place over the past year, contractors now have no excused but to get ready and analyze the data. Beyond data collection, there are important additional requirements than many contractors forget. It is time to take control of the affirmative action compliance obligations and ensure 2016 is smooth.

    The key take-away points from Mike’s presentation include:
    • Teach participants the data collection obligations set out by the OFCCP, including strategies to implement data collection techniques.

    • Develop actionable steps for the participants to successfully manage their affirmative action compliance evaluation process beyond basic data collection.

    • Educate participants on other new OFCCP initiatives to ensure compliance beyond the basic data collection obligations.

    Room Number: Marula/Aloeswood
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L3-5 Strategically Reducing Health care Costs
    Mardi Burns, Linda Evans
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    ISBS
    Strategically Reducing Health care Costs
    Mardi Burns & Linda Evans

    Mardi Burns has over 30 years of experience in employee benefits, with a focus on assisting medium to large employers design, implement and manage their benefit plans. Her specialties include multi-sited self-funded plans, strategic benefit planning facilitation, public employer plans and integrating the benefit strategy with engagement and wellness strategies.

    She also provides renewal and benefit analysis, union negotiation consulting, employee education, healthcare reform analysis and planning and wellness consultation, while keeping an eye on strategic recommendations. Mardi has been involved in the design and implementation of several employer on-site and near-site health clinics including facilitating cooperative multi-employer clinics. Additionally, Mardi is a frequent speaker on employee benefits costs and solutions.

    Mardi’s goal is to be an integral part of the client’s team, using her background to develop creative, proactive strategic benefit plan solutions.

    Mardi joined Associated Financial Group in 1987 as a consultant and in 1993 was promoted to senior consultant. Previously, Mardi spent nine years with a major insurance provider working with national accounts.

    Education
    Business Administration, University of Wisconsin Madison, Madison, WI.
    M.B.A., University of Wisconsin’s Oshkosh School of Business.

    Linda Evans has been serving as Vice President, Human Resources for Douglas Dynamics since June 2008. Ms. Evans is known for her insights into talent and leadership management, corporate culture, organizational structure and benefit administration.

    Ms. Evans is an active member of the Society of Human Resources Management and has her Senior Professional HR (SPHR) certification. Prior to joining Douglas Dynamics, Ms. Evans served as the Director of Human Resources for Pentair Filtration from November 1998 to June 2008. She was responsible for the HR strategic direction for the Commercial and Industrial Water Filtration Business Units, which included seven (7) company divisions.

    Prior to Pentair, Ms. Evans served in the capacity of Assistant Volley ball Coach at Butler University, Baylor University and Volunteer Assistant Volleyball Coach at Iowa State University. Ms. Evans obtained her bachelor’s degree from Iowa State University, Ames, IA and her MBA from Cardinal Stritch University, Milwaukee, WI.

    Strategically Reducing Healthcare Costs the Douglas Dynamics Journey. Learn how Douglas Dynamics successfully fought escalating healthcare expenses with a variety of wellness tactics.

    This duo will present a case study from a local company highlight how it was able to find better ways to manage short and long term healthcare costs, but still maintain a robust health plan that was comparable to other employers, allowing them to attract and retain valuable employees.

    The speakers will also describe real-life tactics used to educate employees about healthcare consumerism and encourage them to be informed participants in their healthcare, ultimately resulting in lower claims costs. Join us to learn why workplace wellness is more than just a buzz word.

    It is a must-have strategy for all companies to help reduce rising health plan costs, improve productivity and even lower workers compensation costs.
    The key take-away points from Mardi’s & Linda’s presentation include:
    • Understanding the benefits of implementing a workplace wellness program, as well as the important legal considerations.

    • Appreciate the importance of gaining buy-in from all levels within the organization especially your leadership.

    • Identify the types of information (data) your organization will need to collect and outline the essential steps necessary to ensure the greatest return for your wellness program.

    Room Number: Tamboti
    Credit Hours: 1.25
    Level: Intermediate
    Thursday L3-6 Prescriptions for Better Retirement Plan Outcomes
    John Friar, CFP, AIF
    More
    BGR
    Prescriptions for Better Retirement Plan Outcomes
    John Friar

    John Friar is a Financial Consultant for Hausmann-Johnson Bauch Financial LLC. His responsibilities include client relationship management with a focus on 401(k) and retirement planning. John is a graduate of UW-Whitewater with a Bachelor’s Degree in Finance. He currently holds his Series 6, 63, & 65 securities licenses as well as his Wisconsin Life and Disability license.

    There are a lot of exciting developments going on with retirement plans today changes that are making a real difference for plan participants. Many employees have succeeded with defined contribution plans, while many others have struggled, even as employers and providers have spent millions of dollars on participant education. With the changes in the retirement system over the last 30 years, the 401(k) plan has become most employee’s prominent source of retirement income. Now more than ever, new age retirement plan thinking is an integral part of your benefit program.
    The key take-away points from John’s presentation includes:

    • The connection between a healthy retirement plan and a strong overall benefits program.

    • New plan design features and accountable strategies to drive better plan outcomes.

    • Evaluating the success of your plan in the achieving the organization's and the participant's goals.

    Room Number: Cypress
    Credit Hours: 1.25
    Level: Basic
    Full
    Thursday L3-7 The Fine Art of People Power
    Jonathan Michael Bowman
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    BSBS
    The Fine Art of People Power
    Jonathan Michael Bowman

    Jonathan’s presentations are the result of heart-felt experience, critical thought and an unbridled passion to help others achieve their full potential.

    Born in Pittsburgh, Pennsylvania, Jonathan is the last of four children, whose lives were enveloped in poverty and homelessness. By the time he was 17 years old, he and his family had lived in two homeless shelters, a church, a small fourth-floor attic, public housing projects and a hotel, among many other places.

    Today Jonathan serves as CEO of Clear Picture Leadership. He uses lessons learned from his childhood, leadership skills honed throughout his career and the inspiration embodied in his artwork to encourage leaders to achieve a clear picture vision. As Jonathan says, picturing your destination is the first step to achieving something great. Sometimes leaders are tempted to cast aside an imaginative vision because it is deemed unrealistic. Yet as his tagline says Jonathan challenges leaders with a different perspective: Where imagination and reality meet.
    At the heart of your success as a human resource professional is your ability to cultivate relationships with colleagues inside and outside of your organization in accordance with the PHR and SPHR Body of Knowledge, Functional Area 01: Business Management & Strategy 04 and 05. Networking with your colleagues is the first step to initiating and developing these powerful relationships. Yet, too often we underestimate the value of our professional network.

    Too often we fail to appreciate how meeting and interacting with other professionals can serve as the foundation of a dynamic relationship; a connection which can serve as a vital tool in achieving your organization’s business goals. This compelling presentation will reveal the importance of your professional network. It will showcase three benefits of this dynamic support system that can help to lead you to great success for your organization.

    Jonathan calls this support system People Power. He teaches how People Power helped propel him from living in public housing projects and homelessness as a child to becoming an accomplished attorney and award-winning leader. In the same way, the People Power within the human resources community can serve as a basis for dynamic achievement.

    Jonathan will also show how the same principles that allow your professional network i.e. People Power to lead you to great success, will allow you to lead others to achievement. These leadership principles can be used in all facets of your work as a human resources professional. Yet, they are particularly applicable when you are aiming to achieve a new business goal or manage change in accordance with the PHR® and SPHR® Body of Knowledge, Functional Area:

    • 01: Business Management & Strategy 07 & 09

    • Functional Area 06: Risk Management 83 & 90.

    Jonathan’s message is made even more memorable by his powerful fine art photography, which he uses as a metaphor to graphically illustrate key points.
    You will be emboldened to surmount obstacles and to ascend far beyond them into a future of success. Learning Objectives: This presentation will show attendees:
    The importance of taking a first step to cultivate positive relationships with your colleagues by networking with fellow professionals inside and outside of your organization.
    • Three benefits of your support system within the human resources community that can help to lead you to great success for your organization. The profound positive impact that you can have on your colleagues and clients. Leadership principles that you can use to achieve new business goals or manage change PHR® and SPHR® Body of Knowledge. Functional Area 01: Business Management & Strategy 04, 05, 07 & 09 Functional Area 06: Risk Management 81, 83 & 90.
    The key take-away from Jonathan’s presentation include:

    • The importance of taking a first step to cultivate positive relationships with your colleagues by networking with fellow professionals inside and outside of your organization.

    • Three benefits of your support system within the human resources community that can help to lead you to great success for your organization

    • Leadership principles that you can use to achieve new business goals or manage change.

    Room Number: Banyan
    Credit Hours: 1.25
    Level: Basic
    Thursday L3-8 Hear the Whistle Blowing
    David Loeffler
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    ASBS
    Hear the Whistle Blowing
    David Loeffler

    David F. Loeffler has been practicing law since 1963. The emphasis of his practice is in general labor and employment litigation, and white-collar criminal defense.

    He argued successfully to the District of Columbia Court of Appeals that it was not a violation of the NLRA to discharge an employee believed by the employer to have engaged in boycott activities; to the Seventh Circuit Court of Appeals that an arbitrator exceeded his authority when he determined that a collective bargaining agreement contained external law and that the employer violated external law; and to the NLRB that all communication between counsel and client in the collective bargaining context is subject to attorney-client privilege.

    David is the author of a chapter on Union-Management Relations in the State Bar of Wisconsin publication, Labor and Employment Law in Wisconsin and several newspaper articles: Worker Replacement as a Moral Issue, The Wall Street Journal, August 5, 1991 and Repeal of the Targeted Jobs Credit Would Harm the Least Well-Off, The Milwaukee Journal June 3, 1987.

    He is admitted to practice in Wisconsin and Michigan and before the U.S. Courts of Appeals for the Second, Sixth, Seventh and Eighth Circuits, the District of Columbia, and the U.S. Supreme Court.

    David was a professor of law at Wayne State University in Michigan and at Florida State University. He was a law clerk to Justice Horace Wilkes at the Wisconsin Supreme Court.

    Lead counsel in United Foods v. Hormel Foods Corp., pending in Wisconsin Supreme Court, L.C. #2010CV2595.

    The press is filled with stories of criminal prosecutions and civil actions arising from an employee’s claim that the employer violated a law, unrelated to immediate workplace relationships. The presentation will present a summary of federal criminal/civil statutes that give rise to whistleblower claims. The presentation will summarize federal statutes which protect whistleblowers from adverse employment decisions because they blew the whistle. Wisconsin law on whistleblower protections will be addressed.

    The heart of the presentation will be a walk-through of a hypothetical claim by an employee that a manager bribed a foreign government official to obtain an advantage for a Wisconsin firm. The presentation will deal with the response to the employee’s revelation: internal investigations, investigation by official law enforcement; response to media and investors. How to deal with the employee, who may be a participant in the violation, or a poor performer on the cusp of discharge, will be a focus point.
    The key take-away points from David’s presentation include:

    • Participant should gain practical working knowledge of federal and state law which protects a whistleblower from adverse employment decision because of whistleblowing.

    • Participant should gain practical working knowledge of how to manage an employee’s claim of illegal employer conduct in an internal investigation and in an investigation by law enforcement. This includes best practices for dealing with public disclosures. Learning

    • Participant should gain practical working knowledge of how to deal with a whistleblower who may be a participant in the illegal conduct or an otherwise unproductive employee.


    Room Number: Ironwood
    Credit Hours: 1.25
    Level: Advanced
    Thursday L3-9 New Horizons, Mapping Your Path to Retirement
    Cory Erickson, SPHR, SHRM-SCP
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    AT
    New Horizons, Mapping Your Path to Retirement,
    Cory Erickson

    Cory Erickson, SPHR, SHRM-SCP, owner of Career Momentum, previously held progressively responsible HR positions with Hormel, Maytag, WE Energies, LakeShore, and Thermo Fisher Scientific. His last role with Thermo Fisher where he worked for 20 years was Director, Human Resources. A member of SHRM and a previous GMASHRM Board Member, Cory holds a BBA in HR management from UW-Madison.

    In the US, 10,000 baby boomers are retiring DAILY. 30% to 50% of all workers are age 50 or older and few are prepared for retirement. What resources are you providing your mature workers to be prepared for the future? New Horizons provides mature workers a road map for their later life options. The outline of the New Horizons content is: Career and Work; Health and Wellness; Finances and Insurance; Leisure and Social; Family and Relationships; Personal Development; Legal and Legacy. New Horizons enables maturing employees to plan their futures and overcome their fears while helping the organization address the impact of retirement initiatives on workforce and succession planning.

    Identifying opportunities to retain younger workers seeking advancement is equally challenging. As the needs and desires of all generations transform the workplace, organizations that provide resources and tools to help maturing employees adapt will have a competitive advantage.

    The key take-away points from Cory’s presentation include;
    • Gain a solid foundation to identify and map out your later life options in all areas including health, financial and career-related needs in preparation for retirement and alternative work and life styles.

    • Improve your preparedness to cope effectively with the challenges of longer lifetimes and later life career/work changes.

    • Analyze crucial decisions that affect happiness and well-being.

    Room Number: Crown Palm
    Credit Hours: 1.25
    Level: Advanced
    Thursday L3-10 Training HR to Respond to Traumatized Employees
    Dan Potterton
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    IAC
    Training HR to Respond to Traumatized Employees
    Dan Potterton

    Dan Potterton is Chief Operating Officer for FEI Behavioral Health with oversight for all customer facing functions of the organization. Dan oversees account management of the company and is responsible for the oversight and strategic direction of the company’s Crisis Management Services. Prior to his appointment at FEI, Dan worked as an independent healthcare business consultant providing consultation service to complex health care systems and advising venture capital firms.

    Prior to this, as executive vice president at CareAdvantage, he managed multistate operations and consulting services. Dan has nearly 30 years of experience in the healthcare and EAP/managed care industry.

    A critical event of any duration or scale has an extraordinary psychological impact on all those involved. Unfortunately, in the stressful and chaotic environment of a workplace crisis, the impact the event can have on the psychological health of its victims can often be overlooked. Providing psychological support to traumatized individuals is critical to assuring that your organization can continue to function in the midst of a crisis.

    Most importantly, psychological first aid is the key to victims of crisis maintaining a smooth transition to post-incident life. This presentation will discuss how organizations can train their HR staff to provide psychological first aid to traumatized employees.

    The session will outline specific tips for communicating effectively with victims of crisis by specifically focusing on validating, listening, acknowledging, and nonverbal communication skills.

    The key take-away points from Dan’s presentation include:
    • Attendees will learn how to deal with symptoms of normal physical, behavioral, and psychological reactions to trauma, and the individual factors that affect these reactions. Learning

    • Attendees will learn the challenges and opportunities associated with providing psychological first aid to victims through the real-life experiences of other businesses in the past. Learning

    • Attendees will identify fundamental differences in how diverse populations perceive trauma and will learn how to provide customized support for these individuals.


    Room Number: Bamboo
    Credit Hours: 1.25
    Level: Intermediate
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  • Friday
    6:30 AM to 7:30 AM
    Full
    Friday EB2-1 Hiring and Firing in Wisconsin
    Mark Johnson
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    BGSTBS
    Hiring and Firing in Wisconsin
    Mark A. Johnson

    Mark A. Johnson has a wide range of experience representing businesses in matters involving labor and employment law. Mark has represented employers in hundreds of cases in federal and state courts and before federal and state administrative agencies in Wisconsin and throughout the country. His practice also includes advising employers on how to avoid litigation. Mark is a frequent speaker on topics related to litigation and labor and employment law.

    Mark has extensive experience defending employers against claims of employment discrimination and retaliation under federal and state law. He has also represented clients in ERISA litigation in courts throughout the country.

    Mark regularly counsels employers and tries cases involving covenants not to compete and non-disclosure agreements. Areas of focus include wage and hour, hiring and discharge, arrest and conviction record, employment contracts, covenants not to compete, downsizing, fiduciary duty of loyalty, non-disclosure agreements, employee handbooks, harassment claims and investigations, retaliation, union organizing, unfair labor practices and arbitration.

    Mark is admitted to practice in Wisconsin and before numerous courts, including the U.S. District Courts for the Eastern and Western Districts of Wisconsin, the U.S. District Court for the Northern District of Illinois, the U.S. Court of Appeals for the Seventh Circuit, and the U.S. Supreme Court.

    The employment relationship is heavily regulated. Numerous laws apply, from the beginning of the hiring process to post-termination. This seminar will explain the major legal issues that apply at different stages and provide practical tips on how to avoid problems.

    The topics covered will include: job descriptions, applications, background checks, interviewing, offers of employment, accommodating disabilities, leaves of absence, alternatives to termination, the seven questions, termination, post-termination considerations, discrimination, retaliation and harassment.

    After attending this seminar, you will have a better understanding of how to make effective decisions while minimizing legal risks.
    The key take-away points from Mark’s presentation include:

    • After attending this program you will spot the basic legal issues that can arise during the process of hiring and terminating employees and understand how to avoid problems.

    • Attending this program will help you feel more confident when making hiring and firing decisions.

    • Attending this program will help you move your organization forward with well-informed employment decisions while minimizing risk.

    Room Number: Wisteria/Portia
    Credit Hours: 1.00
    Level: Basic
    Friday EB2-2 Dental, Vision, and the ACA
    Kate McCown
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    BGSBS
    Dental, Vision, and the ACA
    Kate McCown

    Kate McCown is Second Vice President and Compliance Officer for the Ameritas and Ameritas of New York Group Dental and Eye Care Division in Lincoln, Nebraska.

    Ms. McCown began her career at Ameritas in 1999 and has served in a variety of capacities including business operations and underwriting. In 2012 she was appointed as Director of Health Care Reform and responsible for analysis, advocacy, strategy and implementation related to the Affordable Care Act on state and Federal levels. In 2014, Ms. McGowan was elected to the Board of Directors for the National Association of Dental Plans (NADP), and has served in various leadership roles with the organization relating to Government Relations and exchanges.

    She is a member of the Lincoln Young Professionals Group, serves on the Supervisory Committee of the Members Own Credit Union Board of Directors, and a youth mentor through the Team Mates Mentoring Program.

    Wait! Medical plans include dental and vision? That's right. ACA regulations require medical carriers to offer pediatric dental and vision benefits to individuals and small groups. This session details the who, what, when and why of these new benefits, and points out key differences for clear understanding of the ACA's effect on ancillary benefits, and the options employers can offer to clients in various market segments.
    The key take-away points from Kate’s presentation includes:

    • Understand what Essential Health Benefits are, and who they apply to.

    • Understand various options are available to meet compliance requirements with the ACA for groups subject to the Essential Health Benefit packages.

    • Understand what constitutes Minimum Essential Coverage for purposes of the Employer and Individual Shared Responsibility provisions (aka Employer and Individual mandate).

    Room Number: Tamarind/Guava
    Credit Hours: 1.00
    Level: Basic
    Friday EB2-3 Benefit Strategies - A Gumbo of Options
    Jane Cooper
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    BGSBS
    Benefit Strategies - A Gumbo of Options
    Jane Cooper

    Jane Cooper is founder, President and CEO of Patient Care, the nation’s leading Advocacy Company, based in Milwaukee, WI. The company began operations in August, 2001 and helped create the advocacy industry. Ms. Cooper has over 25 years’ experience in the health care industry, serving in management positions for 20 years.

    Ms. Cooper has a Bachelor's of Liberal Arts from Augustana College in Illinois and a Master's of Art from Western Illinois University, with a major in speech and communication.

    She has served as a preceptor for the Department of Health Systems Management of the Tulane University School of Public Health and Tropical Medicine and currently serves on the board of Wisconsin State Health Information Network (WISHIN) and consults to various health care companies.

    Insurance benefits are changing rapidly and becoming much more complex. This session provides information on the key components that need to be in place for a successful benefit program. It provides the metrics that need to be in place to measure success.

    The Speaker will also cover new programs being introduced in the marketplace such as defined contribution, private exchange, referenced based pricing and transparency.

    Three case studies will be presented (small, medium and large companies fully insured and self-funded). The impact of the ACA on benefit strategies will also be covered. Attendees will receive a checklist of items to assist with benefit strategies.

    The key Take-away points from Jane’s presentation include:

    • The role of a benefits broker and how to select a broker.

    • Gain knowledge of funding arrangements, including fully insured, self-funded, partially self-funded, HSA and HRA.

    • Gain understanding of new types of networks, plan design and benefit strategies being offered in the Wisconsin marketplace.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.00
    Level: Basic
    7:45 AM to 8:30 AM
    Friday All Attendee Breakfast Keynote
    More
    Friday All Attendee Breakfast Keynote
    Room Number: Suites A-H
    8:30 AM to 9:45 AM
    Friday L4-1 Battling the Stone Age Brain for Peak Performance
    Julie Henszey
    More
    BGT
    Battling the Stone Age Brain for Peak Performance
    Julie Henszey

    Julie Henszey, ACC, MLS, is a performance and executive coach and founder of Next Step Goals, a leading coaching firm in the Milwaukee area. She is widely recognized as an expert in empowerment and goal attainment. Her solo travel to Tanzania to climb Mt. Kilimanjaro and a goal to complete 100 triathlons demonstrate her commitment to growth as she helps others explore their own career and personal potential.

    Julie is credentialed through the International Coach Federation, has worked as a faculty member at Marquette University for 14 years, and has lived in Norway, Iceland, and Australia. She is the author of Ten Critical Strategies for Finding Fulfillment in a Hectic World and in addition to coaching, offers a backpacking trip to the Grand Canyon each year to unplug from the stress of daily life and all technology even cell phones.

    The moment we become conscious each morning, our brain jumps into caveman mode. It interferes with getting things done, being creative, and most of all, taking appropriate risks.

    Our brains are hard-wired for negativity to pay five times more attention to negative stimuli than positive stimuli. They are like Velcro for bad thoughts and Teflon for good ones. If we rewire our brain, we can fix this prehistoric trait. Leave your wire strippers at home, but please bring along a brain to work on.
    The key take-away points from Julie’s presentation include:

    • Identify the benefits of rewiring the neural networks in the brain and understand the reason we’re wired for negativity.

    • Apply four steps that make up the brain's response process to enhance judgment and interrupt reactive negative internal messaging.

    • Practice employing four strategies to change one's automatic responses.

    Room Number: Wisteria/Portia
    Credit Hours: 1.25
    Level: Basic
    Friday L4-2 Mindfulness - Why HR Leaders should Pay Attention
    Dana Lobocki, Jennifer Pulvermacher
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    ABSS
    Mindfulness - Why HR Leaders should Pay Attention
    Dana Lobocki and Jennifer Pulvermacher

    Dana Lobocki is a Human Resources consultant with 20 years of experience in Fortune 500 manufacturing and professional services industries. Dana’s Wisconsin area clients include Johnson Controls Inc., Brady Corporation, Robert W. Baird and Quad/Graphics.
    Prior to consulting, Dana held HR management positions with ExxonMobil and was a Global Talent Management director with Hewitt Associates. She earned a Master’s degree in Human Resources Management from the University of Illinois and resides in the Milwaukee area.
    Throughout her career, Dana has witnessed the difficulties leaders and employees face in maintaining focus amid demanding work environments.
    She has also observed the impact increasing technology use is having on employee attention. These factors have sparked an interest in her to investigate the role mindfulness might play in helping organizations cultivate greater clarity and focus in their workforce.
    In addition to HR consulting, she also serves as a partner at Mind-Groove LLC, an organization that teaches mindfulness practices to individuals, organizations and community groups.
    Jennifer is a Management Consultant with over 25 years of experience in business strategy, organizational change management, and communication. Jennifer has facilitated major change and strategic efforts, including mission/vision development, social business strategy, and process redesign. Her clients include Fortune 500, mid-market, and small businesses, primarily in professional services, healthcare, and manufacturing industries. Jennifer is also a certified yoga instructor. She works with individuals, groups, and corporate clients on aligning mind, body, and breath through the practice of yoga.
    Following the well-publicized adoption of mindfulness programs by blue chip companies such as Google, General Mills, Aetna and Goldman Sachs, many HR leaders are exploring similar programs for their own organizations. In this talk, you’ll hear the reasons why organizations are introducing mindfulness, what both science and their employees are saying about it and some important considerations you should make before undertaking your own program.
    The key take-away points from Dana and Jennifer’s presentation include:
    • Participants understand what corporate mindfulness programs are and the extent to which they are being adopted by US organizations.

    • Participants understand why organizations are introducing such programs what they hope to achieve with them.

    • Participants learn about the important considerations they should make before undertaking such programs.

    Room Number: Tamarind/Guava
    Credit Hours: 1.25
    Level: Advanced
    Friday L4-3 Hiring and Managing from the Ground Up: Building Your Brand Internally and Externally
    Maren Hogan
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    ASBSE
    Hiring and Managing from the Ground Up: Building Your Brand Internally and Externally
    Maren Hogan

    Maren Hogan is a seasoned marketer, writer and business builder in the HR and Recruiting industry. She is the founder and CEO of Red Branch Media, an agency offering marketing strategy, marketing and PR outsourcing, and though leadership to HR and Recruiting Technology and Services organizations internationally. A consistent advocate of next generation marketing techniques, Hogan has built successful online communities, deployed brand strategies in both the B2B and B2C sectors, and been a prolific contributor of thought leadership in the global recruitment and talent space. Hogan speaks and writes on all career and workforce related subjects. Her clients include Fortune 500 companies and SMBs around the globe.

    A serial entrepreneur, she sold one of her first companies in 2010 and another in 2012 to New Media Expo. Hogan received her Bachelor of Science in Communications and has been serving in B2B marketing for over 14 years. She has served as Chief Marketing Officer and board member for over ten companies in the last seven years.

    "Hiring and Managing from the Ground Up: Building Your Brand Internally and Externally" Based on lessons Hogan has learned while building her firm Red Branch and from working with the foremost vendors in the HCM space, she’ll share strategies and ideas culled from her 3 years of growing a one woman consultancy into an international marketing and advertising agency.

    From startup hiring tips, to managing a diverse team, to planning out employer branding initiatives, Hogan will tell you how she did it, where she went wrong and how building and managing the team right created the need for technology enablement. Learn how to hire from the ground up, manage without fear and implement change no matter where your team resides and get the tools and processes to do it!

    You’ll leave with solid workflows, a branding calendar and tool recommendations to make 2016 the year you hire right, no matter what size your organization is.

    Speaker Outline:

    I. Introduction: Story that illustrates how hiring and managing any team is difficult if you don’t have an HR background.
    • When I realized that the point in this story wasn’t only my issue, but an issue of thousands of other business owners.

    • Point out the difference between understanding a concept and actually implementing it within your own company.
    II. Each of the below sections will have a sample of deliverable attached (available for download or distribution).
    • Branding the company comes first. Unless you do that correctly, sourcing will be impossible. Acknowledge that is more difficult for those with less control in large organizations. (Branding calendar)

    • Sourcing: Find out where the talented people are.

    • Recruiting: Tool list

    • Interviewing: Tool list, best question.

    • Screening/Selection: Speech and script.

    • Setting expectations/Onboarding: Training schedule, speech

    • Management: Tools and Workflows

    • Comp & Benefits: Questions to ask, your funnel
    III. Summary-
    The key take-away points from Maren’s presentation include:
    • How to rely less on busy work and more on workflows and repeatable processes.

    • How to use tools and technology to reduce bottlenecks and logjams in the recruiting and management process.

    • How to adjust the A status quo on HR initiatives to more accurately reflect your organizational priorities.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.25
    Level: Advanced
    Friday L4-4 Marijuana, Drug Testing, and Today's Workplace
    Terri Dougherty, SHRM-CP, PHR
    More
    BGSBS
    Marijuana, Drug Testing, and Today's Workplace
    Terri Dougherty

    Terri L. Dougherty, PHR, SHRM-CP, is an Associate Editor on the Human Resources Publishing Team at J. J. Keller & Associates, Inc. She joined J. J. Keller in September 2011 and is a subject matter expert on drug testing, marijuana, and medical marijuana in the workplace. She has delivered webcasts and presentations on these topics, answers customer questions related to drugs and drug testing, and has reviewed drug testing policies for companies nationwide.
    Terri also monitors information about human resources legislation and writes for J. J. Keller manuals, newsletters, and online services. In addition, she oversees the editorial content of the employment law poster line from J. J. Keller and Associates.
    Marijuana is the most commonly used illegal drug and its use is on the rise. Shifting cultural views toward marijuana and the legalization of the drug in some states can make it a source of confusion for both employers and workers. The benefits of a drug-free workplace have not changed, however.
    Employers need to know their rights with regard to testing for the use of marijuana and other illegal drugs, and enforcement of drug-free workplace policies.
    The key take away-points from Terri’s presentation include:

    • How federal actions and state laws are contributing to a changing cultural view toward marijuana use.

    • How a drug-free workplace policy benefits both employers and their workforce.


    • Employer rights relating to a drug-free workplace, as well as drug testing for marijuana, medical marijuana, and other illegal drugs.


    Room Number: Marula/Aloeswood
    Credit Hours: 1.25
    Level: Basic
    Full
    Friday L4-5 Coaching: A Powerful Tool to Transform Leaders
    Jenny Banner
    More
    IT
    Coaching: A Powerful Tool to Transform Leaders
    Jenny Banner

    Jenny Banner, SPHR, is a high-achieving developer of business solutions who understands the human side of organizations and change. She has more than 15 years of progressive human resources experience supporting clients with organizational development, leader and employee development, strategic planning, technology implementations, talent acquisition and onboarding, performance management, and establishing company culture.

    Jenny has served in human resource roles at FirstPerson, Fusion Alliance, Fifth Gear, and the Indianapolis International Airport. She’s also consulted on talent management projects at Fortune 500 companies Anthem and Eli Lilly & Company.

    Jenny graduated from Indiana University with a degree in English. She also completed coursework for a master’s degree in industrial and organizational psychology at Indiana University-Purdue University Indianapolis. Jenny is an Achieve Global certified trainer, an AMA certified Myers-Briggs administration, a Certified Professional Coach (CPC) candidate, and a certified Senior Professional in Human Resources.
    Organizations use coaching both as a stand-alone development tool and integrated within broader leadership or succession initiatives. Though coaching holds the power to transform leaders, most organizations report both successes and failures.

    So what coaching methods actually work? In this session you will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works. We'll discuss the techniques coaches use to develop leaders.

    You'll also learn how to effectively implement coaching in your organization (such as how to select coaching participants, who makes a good coach, and the various ways you can incorporate coaching into your development initiatives).
    The key take-away points from Jenny’s presentation include:

    • Participants will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works.

    • Participants will be able to identify the techniques coaches use to develop leaders.

    • Participants will learn how to effectively implement coaching in their organizations (such as how to select coaching participants, who makes a good coach, and the various ways coaching can be incorporated into development initiatives).

    Room Number: Tamboti
    Credit Hours: 1.25
    Level: Intermediate
    Friday L4-6 Sell Reward Programs to Top Management
    Neil Lappley, Richard Sperling
    More
    TI
    Sell Reward Programs to Top Management
    Neil Lappley & Richard Sperling

    Neil Lappley heads a human-resources consulting practice that focuses on the development and implementation of reward and recognition programs that impact clients’ results. He has worked as a compensation and human-resources consultant for over 30 years.

    Neil has comprehensive experience in compensation systems, including executive compensation, salary management, sales-force incentive plans, board of director compensation, market-pricing, development of compensation surveys, and performance management. Neil holds Bachelors and Masters Degrees from the University of Wisconsin-Madison.

    Rich Sperling formed Sperling HR, LLC, in 2009 after 30 years in human resources and consulting. Before establishing Sperling HR, Rich was a Senior Consultant at Hay Group.

    Rich works with clients to build jobs, organizations, and reward programs that support and enable their business strategies and objectives.

    Rich holds an MBA from Northwestern University and a BS from Yale University. He is a frequent author and speaker on jobs, organization, and rewards.

    Reward programs don’t happen unless they are embraced by top management. Reward programs compete for funds with manufacturing, marketing, sales, engineering, and every other function in the organization.

    To sell reward programs to top management, we need to show that the programs produce results that the leaders care about results that enhance organization performance and produce positive financial outcomes.

    This workshop focuses on methods to identify, articulate, and value the outcomes of new or modified reward programs in terms that are meaningful to business leaders. We will provide client examples of ways to sell reward programs and changes to business leaders.
    The key take –away points from Neil’s & Rich’s presentation include:
    • How to develop reward program proposals that engage top management.

    • How to assess reward programs in terms of organization performance and financial outcomes.

    • How to identify, articulate, and value reward program outcomes.

    Room Number: Cypress
    Credit Hours: 1.25
    Level: Intermediate
    Friday L4-7 Diversity and Inclusion in the Workplace
    Tina Norman
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    ISBS
    Diversity and Inclusion in the Workplace
    Tina Norman, PHR

    Tina Norman is a HRBP Director with Ameriprise Auto & Home Insurance, De Pere WI. Tina graduated from UW-Platteville with a degree in Psychology. She obtained her master’s degree in Management and Organizational Behavior from Silver Lake College and holds the Professional Human Resource (PHR) and SHRM Certified Professional (SHRM-CP) certifications. Before entering the Insurance Industry, she spent 16 years in the Transportation Industry, spending 15 of those years with Schneider National, Inc, where she started her career working in the business, eventually making her way into Human Resources. For the past seven years, Tina has worked in Human Resources and has enjoyed every minute of it!

    Learn about how Ameriprise Auto & Home Insurance has built a culture that embraces, celebrates, and includes diversity and inclusion in the workplace. Learn about their Employee Networks, six of which are active in our WI location, to include who is welcome to join and what events they sponsor/get involved with. In addition, understand the benefits of why incorporating diversity and inclusion in the workplace is important and some ideas on what you may consider within your organization.
    Attendee takeaways include: 1) Benefits to having a specific diversity and inclusion in the workplace plan 2) Examples of how to incorporate diversity and inclusion into an organizations culture

    Room Number: Banyan
    Credit Hours: 1.25
    Level: Intermediate
    Friday L4-8 Going Postal: Managing Threats of Violence at Work
    Jennifer Walther
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    ISBS
    Going Postal: Managing Threats of Violence at Work
    Jennifer S. Walther

    Jennifer S. Walther has been exclusively representing employers in labor and employment matters since 1990. Ms. Walther defends employers in employment litigation in federal and state courts, and administrative agency proceedings.

    Ms. Walther also regularly counsels employers on all aspects of the employment relationship, including risk management and issues related to discrimination, harassment, disabilities, wage and hour, worker’s and unemployment compensation, employment contracts, employee handbooks, discipline and discharge, reductions in force, drug testing, FMLA issues, and ADA compliance.

    Ms. Walther received her B.A. degree with honors from the University of Wisconsin in Madison. She is a cum laude graduate of the Georgetown University Law Center, 1990.

    Unfortunately, threats of violence are a fact of life in the workplace. Threats can come from disgruntled, enraged or mentally ill employees or temporary workers within an organization, or from people outside an organization including customers, employees, family members, former employees, contractors, or others.

    Occasionally, threatening workplace situations turn into serious acts of violence, and workplace violence is the leading cause of death in the workplace, making workplace violence a foreseeable risk that should be managed. In addition, the way a crisis situation is managed as it unfolds threatens the integrity or hard-built reputation of a company, usually brought on by negative media attention.

    Thus, employers should be equipped to effectively prevent, prepare for and respond to workplace violence incidents to minimize harm, and should be prepared for effective crisis communication to manage the potential harm to the company that can ensue.
    The key take-away points from Jennifer’s presentation include:

    • Learn how to prevent, prepare for and respond to incidents of workplace violence, to minimize harm to company employees and visitors.

    • Learn how to be prepared with a crisis communication plan before a crisis hits and how to implement the plan in the event a crisis hits.

    • Learn steps for managing the consequences of a threat, including notifications, counseling and treatment, operational issues, and after-action reports.


    Room Number: Ironwood
    Credit Hours: 1.25
    Level: Intermediate
    Friday L4-9 Using Coaching as a Tool to Improve Retention
    Dr. Victor Schueller
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    BGSBS
    Using Coaching as a Tool to Improve Retention
    Dr. Victor Schueller

    Dr. Victor Schueller is an executive coach, speaker, and author and is known as a highly-sought-after communication health expert. He is known for helping businesses come up with innovative and creative solutions that also increase profits and improve retention through healthy communication practices without losing business growth or valuable employees in the process.

    Dr. Schueller has authored two popular books on self development and dealing with negativity, criticism, and conflict. He is recognized as one of the world's top self-development bloggers and also hosts his own radio show on Blog Talk Radio called The Quantum Communicator, where he has interviewed nationally and internationally-acclaimed experts who share their knowledge and advice on how to live more cooperatively and compassionately.

    Victor has worked as an executive and life coach, helping people learn how to experience well-being and fulfillment through changing the way they talk to each other. His development of the "Quantum Communicator" method is the latest chapter in his mission to help businesses learn how to develop healthy communication through practices in seven different dimensions of wellness.

    Victor lives in Kiel, Wisconsin with his wife and two daughters.
    One of the most common reasons why employees choose to leave their current employer is because of their relationship with their supervisor. What happens when you keep losing employees or they are threatening to leave because they can't seem to get along with one particular supervisor? Maybe you're at a crossroads, because you know that valuable and key employees are leaving, but you can't cut ties with the "problem" supervisor, because they are invaluable to the organization. It's just that they lack the healthy communication skills to manage their relationships with their subordinates. What do you do? Do you try to manage the situation in house? Or, do you consider turning to a third-party coach to help fix the situation? Many seemingly irreparable negative employee relationships can be salvaged through coaching. Best practices for selecting, hiring, and working with a coach will be addressed in this session.
    Attendees will gain a better understanding of the circumstances for which third-party coaching may be a preferable option to deal with their current employee communication and relationship problems, what questions they need to ask and what they need to do in order to successfully integrate coaching for maximum cooperation and success, and the common pitfalls within a coaching arrangement and how to avoid them for the most effective results.

    Room Number: Crown Palm
    Credit Hours: 1.25
    Level: Basic
    Friday L4-10 Overcoming obstacles to return employees to work
    Peg Kramer
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    BGAC
    Overcoming obstacles to return employees to work
    Peg Kramer

    Peg Kramer, AIC, CPCU is a Claims Counselor at Hausmann-Johnson Insurance. She was formerly employed by QBE where she worked for over 20 years as an all lines claims adjuster and later managed the Workers Compensation Claims Department. In addition to her insurance designations, Peg holds a bachelor's degree in Criminal Justice and Psychology from UW Platteville.

    Your work family is very similar to your own family - so how do you influence them to do what you need them to do? Charm? Begging? Bribery? In this session you will learn how to educate and use your creative talents to sell the idea of Transitional Return to Work to your management.

    We will cover a variety of topics including: light duty work, creating temporary jobs, finding temporary work inside and outside of your organization, working with the treating practitioner, how to work with owners, supervisors and fellow employees, the importance of designating a concierge for injured workers and statues governing Workers Compensation.
    The key take-away points from Peg’s presentation include:

    • Educating your management on the value of Transitional Return to Work and demonstrating the value of this program for the injured employee and your company.

    • Creating temporary work activities within and outside of your organization.

    • Tips on working smart and saving time by recognizing the parallels between the "trinity" of Workers Compensation, ADA and FMLA.

    Room Number: Bamboo
    Credit Hours: 1.25
    Level: Basic
    10:00 AM to 11:15 AM
    Friday L5-1 Civility in the Workplace
    Stephanie Bellin
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    BGAC
    Civility in the Workplace
    Stephanie Bellin

    Stephanie received her Bachelors of Business Administration from The University of Wisconsin-Madison with an emphasis in Human Resources. Directly out of college she worked for Target Stores as a Human Resources Manager, Guest Services Manager and Assistant Store Manager.

    After leaving Target she worked for McCain Snack Foods as a Human Resources Manager and then on to Trega Foods as an Operations/Human Resources Manager. At that point she decided to take a break from the work force and stay home with my three children, and for the last seven years, she have been working for ThedaCare.

    At Work as an Employer Services Trainer. Most of my position consists of doing on-site training for various companies throughout the state and beyond, in several different areas - civility, harassment, reasonable suspicion, stress management, mindfulness, surviving job loss, managing the change curve, wellness, family/work balance, dealing with difficult people, etc. I get to meet so many great people. I love what I do and the bonus is, it works for my family!

    If you believe that workplaces work smarter, better, and happier when people get along, come to this presentation and start living it! Learn about the Wondrous Power of Nice and its five key principles. Walk away with tools and tips of things you can start doing today to make your environment a more civil and kinder place to be.

    Learn how to embrace the notion that it is ok to dislike some of the people you encounter daily, but learn techniques to manage the interchange more effectively; doing so in a way that leaves dignity and respect intact. You will walk away motivated to build a kinder workplace and "be the change you want to see!"
    The key take-away points from Stephanie’s presentation include:

    • Recognition that we all, at every level of an organization, make mistakes in civility daily, are responsible for the position we are in and have power in the pause - the time between action and reaction.

    • Discover the six principles of civility and the importance of each principle as it pertains not only to the workplace, but to all aspects of life.

    • Embrace and practice five tools to creating a more civil workplace and life through real life examples. Whether these be tools you personally use, or teach and coach the employees in your organization, they are all beneficial and motivational. Walk away energized to make civility the rule, not the exception by discovering that civility starts and ends with you.

    Room Number: Wisteria/Portia
    Credit Hours: 1.25
    Level: Basic
    Friday L5-2 Using Influence & Impact: Becoming an Effective HR
    Cathy Missidiline
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    ISBSE
    Using Influence & Impact: Becoming an Effective HR Leader
    Cathy Missidiline

    Cathy Missildine has extensive experience in many areas of strategic Human Resources Management. Cathy has worked closely with executives in the areas of performance, productivity, organizational metrics, training, employee and customer engagement, workforce planning, organizational design and strategic implementation. Her past experience in operations and sales management in the technical, insurance and hospitality industries has given her a broad understanding of business issues and a solid foundation for building performance enhancing systems that support the business.

    Cathy is a graduate from Kennesaw State University where she earned an MBA with an emphasis Human Resource Management and Development. She is also a member of the Society for Human Resources Management (SHRM) and holds their professional certification, Senior Professional in Human Resources (SPHR).

    Cathy is currently serving as Immediate Past President for SHRM-Atlanta for 2014, where she is working to execute the strategy to Move HR Business Partners to Business Leaders.

    Now, that the economy seems to be getting better, companies will be razor focused on growth. HR has been focused on keeping their companies productive and profitable through the recession. Now, it’s time for HR to raise its game, assisting their companies while in growth mode.

    HR has been delivering on the business partner model for over a decade. It’s time to discuss what leaders expect from HR today. It’s no longer good enough to partner with our leadership team; it’s about influencing and leading that team towards better business results. Cathy Missildine will discuss the journey in becoming a BUSINESS LEADER within an organization

    The key take-away points from Cathy’s presentation include:
    • Understand the importance of Business Acumen in transitioning to business leader.

    • Recognize roadblocks in the process and understand how to overcome those.

    Understand what the business really needs from HR now and in the future.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.25
    Level: Intermediate
    Friday L5-3 Behavioral Based Safety and Decision Making
    Dave Anderson
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    AAC
    Behavioral Based Safety and Decision Making
    Dave Anderson

    Dave Anderson is an expert dealing with business risk and compliance needs. Dave’s extensive experience affords him the ability to assist his clients with practical real-life business solutions. His dynamic coaching style combined with clear-thinking and honest advice prompts businesses to explore solutions to improve on their bottom line.

    With over 20 years of professional experience in all aspects of EH&S as well as Human Resources, Dave is known as an expert in the industry. Dave has been responsible for all EH&S matters including OSHA, MSHA, EPA, DNR, ATF, DOT and other regulatory agency inspections - having over 20 unexpected inspections per year.

    Dave’s pro-active attitude on accident prevention and belief in a safe workplace has put Anderson 360 Solutions at the top of the Industry.

    Dave earned a Bachelor of Science degree from the University of Whitewater with a major in Occupational Safety and Health.

    People are surprised when accidents occur, but in reality, accidents are preventable. A safety culture in the workplace involves everyone to create attitudes, practices and policies that incorporate safety for awareness, prevention and education.

    The lack of identifying hazardous conditions and the mistakes one take with their behaviors are the leading factors in all accidents. Why does this happen? Where is the commitment? What does it really take to make a difference?

    This session will teach us to better understand how the brain functions and why people makes the choices they do and how we can better identify hazardous conditions and foster better decision making skills.
    The key take-away points from Dave’s presentation include:

    • Better understand how the brain functions.

    • Why people makes the choices they do.

    • How we can better identify hazardous conditions and foster better decision making skills.

    Room Number: Mangrove/Aralia
    Credit Hours: 1.25
    Level: Advanced
    Friday L5-4 Followership: 4 Secret Skills of Success
    Cory Bouck
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    BGSBS
    Followership: 4 Secret Skills of Success
    Cory Bouck

    Cory Bouck is the Director of Organizational Development & Learning at Johnsonville Sausage. He is also an award-winning author, international keynote speaker, and an expert in building leaders - a reputation he has earned over twenty years of leading in the military, in academia, in business, and in politics.

    He is a graduate of and former leadership instructor at the U.S. Naval Academy, he is a twice-elected politician, and he led award-winning brand and event marketing teams at General Mills, Newell-Rubbermaid, and Johnsonville Sausage.

    His new book is The Lens of Leadership: Being the Leader Others WANT to Follow.

    In our hyper-competitive world, few people of any generation in today’s workplace are working hard to be known as a great follower but the best leaders began their journey by developing strong followership skills. International business icons like Malcolm Forbes, WalMart’s Sam Walton, Estee Lauder’s Leonard Lauder, Proctor & Gamble CEO A.G. Lafley, and the current CEOs of FedEx, Johnson & Johnson, Verizon, and Clorox all practiced followership relentlessly as they progressed in their careers.

    Why? Because all leaders are also followers: they are still accountable to someone else above them. Even the CLO has a boss. Mastering the four roles and secret skills of followership will ensure success, through better cross-generational communication and teamwork, in the paradoxically simultaneous roles of follower and leader.
    The key take-away points from Corey’s presentation include:

    • Earn a reputation for strong leadership at every level, with every generation, by learning and practicing the four roles and secret skills of great followership.

    • Inspire others by setting a sterling example of leadership through your followership.

    • Build your career using the same branding tools as Nike, Apple, and Coca Cola so you can market & sell your own authentic accomplishment brand.

    Room Number: Marula/Aloeswood
    Credit Hours: 1.25
    Level: Basic
    Friday L5-5 Coaching: A Powerful Tool to Transform Leaders
    Jenny Banner
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    IT
    Coaching: A Powerful Tool to Transform Leaders
    Jenny Banner

    Jenny Banner, SPHR, is a high-achieving developer of business solutions who understands the human side of organizations and change. She has more than 15 years of progressive human resources experience supporting clients with organizational development, leader and employee development, strategic planning, technology implementations, talent acquisition and onboarding, performance management, and establishing company culture.

    Jenny has served in human resource roles at FirstPerson, Fusion Alliance, Fifth Gear, and the Indianapolis International Airport. She’s also consulted on talent management projects at Fortune 500 companies Anthem and Eli Lilly & Company.

    Jenny graduated from Indiana University with a degree in English. She also completed coursework for a master’s degree in industrial and organizational psychology at Indiana University-Purdue University Indianapolis. Jenny is an Achieve Global certified trainer, an AMA certified Myers-Briggs administration, a Certified Professional Coach (CPC) candidate, and a certified Senior Professional in Human Resources.
    Organizations use coaching both as a stand-alone development tool and integrated within broader leadership or succession initiatives. Though coaching holds the power to transform leaders, most organizations report both successes and failures.

    So what coaching methods actually work? In this session you will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works. We'll discuss the techniques coaches use to develop leaders.

    You'll also learn how to effectively implement coaching in your organization (such as how to select coaching participants, who makes a good coach, and the various ways you can incorporate coaching into your development initiatives).
    The key take-away points from Jenny’s presentation include:

    • Participants will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works.

    • Participants will be able to identify the techniques coaches use to develop leaders.

    • Participants will learn how to effectively implement coaching in their organizations (such as how to select coaching participants, who makes a good coach, and the various ways coaching can be incorporated into development initiatives).

    Room Number: Tamboti
    Credit Hours: 1.25
    Level: Intermediate
    Friday L5-6 Take Care of Top Performers
    Neil Lappley, Richard Sperling
    More
    IR
    Take Care of Top Performers
    Neil Lappley & Rich Sperling

    Neil Lappley heads a human-resources consulting practice that focuses on the development and implementation of reward and recognition programs that impact clients' results. He has worked as a compensation and human-resources consultant for over 30 years. Neil has comprehensive experience in compensation systems, including executive compensation, salary management, sales-force incentive plans, board of director compensation, market-pricing, development of compensation surveys, and performance management.

    Rich Sperling formed Sperling HR, LLC, in 2009 after 30 years in human resources and consulting. Before establishing Sperling HR, Rich was a Senior Consultant at Hay Group.

    Rich works with clients to build jobs, organizations, and reward programs that support and enable their business strategies and objectives.

    Rich holds an MBA from Northwestern University and a BS from Yale University. He is a frequent author and speaker on jobs, organization, and rewards.

    Top performers matter - and they care about pay. Organizations say they want to reward top performers, but that's not happening the way it can or should. It's not about budgets. Salary increase differentials for top performers actually have gotten larger over the past 20 years, even as budgets have gotten smaller. Still, even these larger differentials remain below needed levels. Rewarding performance is about having the will and the strength to do so.

    This workshop highlights ten ways to reward performance - ten ways that organizations have used successfully over many years. This workshop focuses on methods to reward top performers through salary and variable reward programs; it provides client examples of methods that differentiate pay relative to performance, illustrate good incentive program design and show ways to enhance communication of pay programs to employees.
    The key take-away from Neil’s and Rich’s presentation include:

    • Taking care of top performers is essential - and possible.

    • 10 Ways to reward performance - regardless of budget size.

    • Communication matters - proven ways to improve reward communications.

    Room Number: Cypress
    Credit Hours: 1.25
    Level: Intermediate
    Friday L5-7 The Undercover Candidate
    Nora Burns
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    IT
    The Undercover Candidate
    Nora Burns

    Nora Burns, SPHR is a Human Resource Professional who specializes in the areas of hiring and team development. Over the course of her 20-plus year career she has had the opportunity to work in blue-collar and white-collar environments, large and small organizations, developing and implementing strategic hiring practices for small businesses and Fortune 500 companies.

    Along the way she came to realize it had been nearly a decade since she herself had been a job candidate --- and so The Undercover Candidate was born. Originally from rural Wisconsin, Nora joined the HR profession while studying at UW-Platteville and also worked with WI organizations Placon and Rural Insurance before relocating out of state. She now lives in Denver, CO with Bella (aka the insanely cute labradoodle) and works with client organizations across the United States. She is delighted to return to WI SHRM for our 2015 Conference.

    Forcing herself to take a different perspective on the hiring process, Nora A Burns, SPHR participated in over 100 interviews.... not in her typical role as interviewer or hiring consultant, but as a candidate.

    Positions applied for ranged from part-time clerical assistant to director of operations in organizations ranging from start-ups to Fortune 100 companies. In her session with HR leaders from across Wisconsin, Nora will share some of the insights gleaned from taking on the candidate role in job interviews when hiring managers and recruiters were unaware that she is actually an expert in employee selection and team development.
    The key take-away points from Nora’s presentation include:

    • The big three. You'll learn what common mistakes were made across 100+ interviews regardless of organizational size and industry and we'll discuss some easy ways for your organization to jump ahead of the pack.

    • Where loss prevention and HR intersect. Nora will share a sampling of security issues encountered along the way that could cost your organization hundreds of thousands of dollars if not remedied.

    • Now that I've been your candidate, do I want to be your customer? Participants will hear stories about how organizations are treating job candidates overall and how consistently they are true to their brand.

    Room Number: Banyan
    Credit Hours: 1.25
    Level: Intermediate
    Friday L5-8 Don't Let Data Breaches Throw you Off Course
    Ragan Cheney
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    ASBS
    Don't Let Data Breaches Throw you Off Course
    Ragan Cheney

    Ragan Cheney brings a wealth of knowledge in insurance defense litigation, risk avoidance and in recruiting and retaining key employees. Since joining Associated Financial Group in 2007, Ragan works regularly with public and private employers on HR compliance issues involving recruitment, leaves of absences, workplace accommodations, unlawful harassment, as well as social networking and data breach compliance issues. Additionally, she supports companies with employee benefit compliance issues involving ERISA, COBRA, HIPAA and workplace wellness.

    She is a welcomed guest at many executive round table meetings as well as SHRM conferences in Wisconsin and Minnesota. Ragan is also recognized as possessing superior skills in building relationships and motivating individuals to help establish valued cultures in both corporate and non-profit sectors.

    She is licensed to practice law in Wisconsin, Pennsylvania and New Jersey. Ragan graduated from West Virginia University College of Law, Order of Barristers, and received a B.S. in Psychology from West Virginia University.

    Join us to learn about the trends in cyber-attacks and data breach threats and about what policies, procedures and insurance coverage(s) organizations can leverage to reduce the impact of the increasing threats. The potential the risks associated with the digital realm require leaders at all levels of an organization to proactively implement safeguards to protect their organizations electronic data and themselves.

    Recent headlines focus blame for cyber-attacks and data breaches far beyond human resources and IT departments. We will examine the current trends, uncover where many claims are coming from and discuss who may be held liable if your organization is the next target.
    The key take-away points from Regan’s presentation include:

    • Is your organization’s leadership having crucial conversations around these potential risks?

    • Are the actions you are taking today to protect your organization’s digital assets sufficient to withstand the Monday morning quarterbacking that will occur after a cyber-incident or data breach?

    • Could your lack of preparation make your leadership team personally liable in the event of a data breach?

    Room Number: Ironwood
    Credit Hours: 1.25
    Level: Advanced
    Friday L5-9 Speak with Persuasive Power & Professional Presence
    Tracy Butz, CSP
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    Speak with Persuasive Power & Professional Presence
    Tracy Butz

    Tracy Butz, owner of Think Impact Solutions, is an inspirational keynote speaker, captivating author and successful consultant. She has 20 years of experience actively engaging both large- and small-size audiences from a wide range of industries, including the US Army, Motorola, and Subway Restaurants, just to name a few. Her reputable experience includes working as Director of Learning & Development for a regional mutual insurance company, where she was responsible for talent management and employee development. She is well known for engaging individuals and organizations with actionable tools, empowering them to live more productive, passionate and purposeful lives.

    Speaking effectively conveys authority, influence, and success! This program helps you learn expert techniques of polished speakers and presenters. You’ll learn how to organize and focus your thoughts, plan an organized strategy for your content, incorporate an effective introduction and closing, use examples and stories to add greater impact, and apply skillful techniques for speaking professionally.

    Learn how to take your information and transform it into a high impact and memorable presentation. Get ready to gain people's attention, project a confident image, convey knowledge and expertise, and positively influence your listeners.
    The key take-away points from Tracey’s presentation include:

    • Plan content and ideas into an organized format and discover strategies to impact how memorable your message is to an audience, compelling them to want to learn more.

    • Discover how to go from dull to dynamic as a speaker or presenter, focusing on professional presence, how listeners absorb information, visual and verbal cues to avoid, and numerous engagement strategies and tools.

    • Captivate the attention of the audience, convey knowledge and expertise, positively influence your listeners to take action, and remain poised and professional while speaking with less nerves and greater confidence.

    Room Number: Crown Palm
    Credit Hours: 1.25
    Level: Intermediate
    Friday L5-10 The 4 Key Elements of Corporate Culture
    Kevin Kowalke
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    SACBS
    The 4 Key Elements of Corporate Culture (and how to make the most of them)
    Kevin Kowalke

    Kowalke has been on a mission to develop a predictable formula for a company focused on developing it's purpose and culture in order to create an environment where employees can thrive while being committed to the overall mission. As a Marketing Analyst who focuses on people as a company's most valuable asset, Kowalke has been able to bring his formula to life in industries from banking, medical, health, service, dental, and countless others.
    In an economic environment where loyalty is an after thought, Kowalke believes you can "break the rules" when it comes to the development and retention of employees when you begin with setting the standard for recognition of personal and professional achievement. Regardless of industry, people will always desire acknowledgement and validation for job related duties done well. Kowalke is convinced having a "people-first" approach will give you a greatest opportunity at being the industry leader when it comes to attracting top talent.
    In a "Transitional Market" it is more difficult than ever to attract, retain and develop workforce talent. Key players are inundated with new opportunities to take their creativity and motivation elsewhere. Royal Recognition breathes new life into corporate cultures by focusing on four key elements: Acknowledgement, Development, Appreciation and Commitment.
    Within the definition and implementation of these four key areas determines whether a company will have tumultuous turnover or breathtaking staff tenure. Harness the full potential of your corporate culture as Royal Recognition shares the secret to winning the talent war.

    Room Number: Bamboo
    Credit Hours: 1.25
    Level: Basic
    12:15 PM to 1:30 PM
    Friday All Attendee Keynote Presentation
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    Jon Petz
    “It’s Showtime…And Life is not a dress rehearsal”

    Life is a stage and we all have a finite time in which our curtains will be open. It’s what you do with your time in the spotlight and how you make a difference in your personal and professional life that counts.

    High performance speaker, top selling author and performer, Jon Petz, will have WI SHRM attendees delving into your current thought and business processes and learning how to create SHOWTIME moments that are memorable. Re-engaging the passion and pride that each of you represent in your companies and how you can engage your employee base to do the same.
    Together, we will:
    · Grasp the importance of MAKING things happen, not watching them happen
    · Identify and create “Showtime” moments to empower high performing organizations.
    · Reinforce the significance and impact that one generalist, payroll manager, HR professional or employee can have at any moment
    We’ll never have more time than we do right now. How will you lead when that HR spotlight shines?

    Jon is the founder of Bore No More ™, an idea lab for increasing personal and employee engagement. He is the author of three books, two of which reaching National Best Selling lists; Boring Meetings Suck (2011) & Significance . . . In Simple Moments (2014).

    The USA Today, Wall Street Journal, CNBC, ABC News, Success Magazine and many other media outlets have covered the success of Jon Petz as an author, thought leader and engagement expert. American Business Journals named him a top 40 business professionals under the age of 40. As a comedy magician, he’s appeared on NBC, CBS, FOX, Food Network and has opened for groups from the American Idol Tour to Rascal Flatts.

    Room Number: Suites A-H
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10:30 AM to 12:30 PM
State Council Meeting
1:00 PM to 4:30 PM
Wednesday PC1-1 The Annual Legal Overview: Hot Topics in Employment Law
Andy DeClercq, Bob Gregg, Jennifer Mirus
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BGL
The Annual Legal Overview: Hot Topics in Employment Law
Robert Gregg, Jennifer Mirus, & Andy DeClercq

HR professionals are constantly challenged to keep up with the ever-changing workplace, employment laws and technology. This program will bring you up to speed on key recent developments in areas of importance for Wisconsin employers and provide the opportunity for questions and answers. The program will highlight the key areas of:

Legal Update
• Recent laws and new regulations affecting your business
• A review of the most important Supreme Court and Wisconsin employment-related cases
• Other significant or unusual cases involving employment law
• Coming attractions and trends you should be ready for
• Best practices and practical guidance

Designing or Revising Your Harassment & Bullying Policies
The courts continue to change the standards for harassment, and find employers liable for inadequate, ineffective harassment and abusive workplace policies and practices. What last year you thought was adequate may now be out-of-date and out of compliance. Failure to have a policy creates liability, yet poorly designed or outdated policy can create even more liability. Improper policies and overzealous/imprudent applications can violate the rights of those who are accused of harassment or bullying. Policies and procedures must be effective and balance the rights of all those in the organization.
Learn:
• The scope of respectful workplace policies: harassment, bullying and abusive behaviors
• The Court’s new standards, and special language you now need
• Elements of a proper policy
• What not to include in a policy
• Balancing the rights of prohibiting improper behavior vs. employee protected behaviors

Wage and Hours Update
New Rules and Interpretations Under the Fair Labor Standards Act
The past year has brought changes. The courts have invalidated some of DOL’s overtime rules and interpretations. The Department has issued new proposed rules that will significantly impact salaried-exempt positions. The scope of what employers must pay as “work time” has been both expanded and narrowed by the Supreme Court, in different ways. This presentation will highlight key developments and provide insights to help you avoid liability.

Bob Gregg, a partner and Chair of the Labor & Employment Law Practice Group at the Boardman & Clark Law Firm in Madison, Wisconsin, has been representing employers for over 30 years in a wide variety of litigation, including EEOC discrimination claims, wage and hour suits, FMLA, NLRA, equal pay, contract, and unemployment compensation cases. Bob is nationally recognized for his work on harassment, bullying and respectful workplace issues. He has designed the employment handbooks and effective workplace policies and procedures for numerous private and public employers.

Bob has conducted over 3,000 supervisory training programs throughout the United States. He is a member of the National Speakers Association, SHRM, a national faculty member of the American Association for Affirmative Action Certification Institute, and serves on the Board of Directors of the Department of Defense Equal Opportunity Management Institute Foundation.

Jennifer S. Mirus is a partner in the Labor and Employment Law Practice Group at Boardman & Clark LLP in Madison, Wisconsin. Jennifer represents employers in all aspects of employment relations, including hiring, discipline and terminations, wage and hour issues, discrimination, ADA, FMLA, and harassment. Jennifer also has extensive experience negotiating and drafting employment contracts, non-compete agreements, and employee handbooks. Jennifer’s experience also includes conducting workplace investigations and human resources and management trainings for clients of all sizes.

Jennifer is a 1993 honors graduate of the University of Wisconsin Law School. She is a sought out speaker for human resources groups, she teaches employment law courses at the University of Wisconsin-Madison Small Business Development Center, and is an alumna of Leadership Greater Madison.

Andy DeClercq is a senior associate with Boardman & Clark LLP, where he has been practicing since 2009. Andy’s practice focuses primarily on labor and employment and employee benefits law, and he is also active in the areas of health law and litigation. Andy has broad experience in advising employers on the wide spectrum of employment and employee benefits issues that arise under state, federal, and local law. Andy also regularly represents employers in responding to administrative complaints and compliance audits. Andy graduated with honors from the University of Wisconsin Law School in 2008. While in law school, was a Senior Managing Editor for the Wisconsin Law Review. Before law school, Andy was a first grade teacher in New York City. He is a Native of Madison, Wisconsin.

Room Number: Wisteria/Portia
Credit Hours: 3.50
Level: Basic
Wednesday PC1-2 Give Employees C.R.A.P...and 7 Keys to Retention
Jeff Kortes
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IT
Give Employees C.R.A.P....and 7 Keys to Retention
Jeff Kortes

Jeff has more than 25 years’ experience in human resources. He has worked at companies that specialize in manufacturing, construction, textiles and software development. During his entire career he has worked to recruit, retain and develop employees, at all levels, at companies including ConAgra Foods, industrial equipment supplier SPX, and automotive retailer Midas International and more.

Jeff runs his own company, Human Asset Management LLC, which helps organizations to recruit, engage, develop and retain their best people. He is a member of the National Speakers Association (NSA) and a frequent speaker on the topic of retention, engagement, and recruitment to human resources departments, associations and business groups. Jeff is the author of Employee Retention Fundamentals No Nonsense Strategies to Retain Your Best People and Welcome to Dodge Tales from the Frontiers of Business

Jeff provides a headhunter’s insight into the thoughts and reasoning of employees who decide or are contemplating leaving their jobs in various organizations. Through humorous, real-life stories and interactive participation, Jeff has created a program that can be either a KEYNOTE or BREAKOUT session which helps participants discover ways to gain a competitive edge when trying to retain talent.

In addition to having 25 years in Human Resources leadership roles and prior to starting his own company, he gives you an eye opening glimpse into what motivates solid performers to consider leaving their employers and what gets them thinking that the grass is greener on the other side of the fence. The key take-away from Jeff’s presentation include:

• Identify gaps in your retention plan in order to begin developing a strategic roadmap of activities that can be used to drive retention.
• Understand reasons that solid performers leave an organization AND be able to act on those reasons to increase retention.

• Understand key retention factors that are important to different generations.

Room Number: Tamarind/Guava
Credit Hours: 3.50
Level: Intermediate
Wednesday PC1-3 Thirty Days to Become A Better HR Pro
Trish McFarlane
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AT
30 Days to Become A Better HR Pro
Trish McFarlane

Trish McFarlane is the VP of Human Resource Practice and Principal Analyst for the Brandon Hall Group. A former HR executive with almost 20 years of experience in Big 4 public accounting, PR, healthcare, and IT, her expertise in leadership, performance management, training & development, change management, social media, and innovation, enables her to capture readers and audiences with real-life examples of how leadership plays out in organizations.

Trish is also the author of the HRringleader blog, Co-Host of the HR Happy Hour radio show, Host of the HCMx Radio show, and co-founder of HRevoltuion and Women of HR.com. She also blogs regularly on HCM and technology on the Brandon Hall Group blog.

We’ve all been there- as a current or aspiring HR leader, we all know that the business of putting out fires often takes over any time to be proactive in our roles. I’ve found two things that lead to success in pushing past this mode of operation. The first is taking responsibility for your own career development and creating a plan of action. The second is breaking your learning into small, manageable bites so that you’re able to master upgrading your skills and approach.

This session will give you a sample plan with real, actionable steps you can take back to your workplace. Some you will have already tried and some will be completely new to you. Join the session and we’ll cover learning more about social, mobile, compliance, research, and tools to help make your job easier.

Room Number: Mangrove/Aralia
Credit Hours: 3.50
Level: Advanced
Wednesday PC1-4 Thriving at Work: How Resilience Skills Tame Burnout
Paula Davis-Laack
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BT
Thriving at Work: How Resilience Skills Tame Burnout
Paula Davis-Laack

Paula Davis-Laack, JD, MAPP, is a former practicing lawyer, an internationally-published writer, and a stress and resilience expert who has taught and coached resiliency skills to thousands of professionals across the United States, Europe, Asia, and Australia. Paula was part of a training team formed by the University of Pennsylvania to teach resilience skills to drill sergeants and soldiers in the US Army. In the past five years, this training team has taught resilience skills to nearly 25,000 soldiers.

Her articles on stress, burnout prevention, resilience, and the high-achiever mindset are prominently featured on her blogs in The Huffington Post, U.S. News & World Report, and Psychology Today. She was chosen as a Top 10 Online Influencer in the area of stress by Sharecare, a Dr. Oz’s website.

Paula works with American Express as part of their Passion Project on Tumbler, and her expertise has been featured in and on Forbes.com, Chatelaine magazine (Canada’s leading women’s magazine), SELF magazine, Women’s Health magazine, Working Mother magazine, The CBC (Canadian Broadcasting Corporation), The Steve Harvey TV show, Huffington Post Live and a variety of radio programs and podcasts. She is the Founder and CEO of the Davis Laack Stress & Resilience Institute, a practice devoted to helping busy professionals prevent burnout, manage stress, and build resilience.

Burnout is a pervasive illness that impacts many professions. Here are some statistics:
• 96% of senior leaders report feeling burned out to some degree; 1/3 describe their burnout as extreme.

• 60% of healthcare workers say they are burned out.

• Among IT professionals, 81% of entry level to mid-level and 65% of senior-level survey respondents said that stress on the job is causing them to check out other job opportunities.

• According to Gallup, approximately 70% of workers are disengaged on some level. Burned out employees are more unproductive, have increased stress, are often disengaged, and are less likely to be team players.

This translates into serious bottom line consequences such as increased turnover, absenteeism, presentism, incivility, and health insurance costs. Luckily, burnout is preventable with the right tools and strategies, and resilience skills have been shown to be a large part of the burnout prevention solution.
The key take-away from Paula’s presentation include:
• Participants will learn the 3 parts of the Burnout Formula, along with the specific warning signs of burnout, gender differences, why being an "otherish" giver can protect you from caregiver burnout, crossover/spillover effects (burnout at home can "transfer" to work and vice versa; employees can "catch" a leader's burnout, much like you can catch a cold).
• The 7 principles of burnout prevention along with the FOCUS model of resilience - all research-based. Learning

• Three research based skills that they can start using immediately, both at home and at work, to build their resilience and prevent burnout.

Room Number: Marula/Aloeswood
Credit Hours: 3.50
Level: Basic
4:00 PM to 7:30 PM
Wednesday Evening Event in Exhibit Hall
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6:30 AM to 7:30 AM
Thursday EB1-1 Why Don't Employees Come to work Motivated?
John Graci
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BGBS
Why Don’t Employees Come to work Motivated?
John Graci

John Graci is an Author, Consultant, and Leadership Adviser with more than 20 years of management experience in production, office, union and non-union environments. He has the unique ability to look at the leader and employee relationship in straightforward terms which allows him to coach managers through the process of changing their employees’ attitudes and performances.
John also assists leaders in understanding the responsibilities that go along with their position and the consequences of not applying their knowledge. John possesses a folksy, tell-it-like-it-is approach that comes across as refreshing and riveting. Executives often thank him for articulating, in very practical terms, what they have been trying to get across to their employees for years.
John has a Bachelor of Science in Speech Communication from UW-River Falls and is a frequent presenter at SHRM events.
The take-aways from John’s presentation include:
A recent study concluded that only 26% of all employees are performing at their full potential. Will that level of performance enable you to thrive in this highly competitive global market place? Leaders possess an immense amount of power in creating a motivational environment for their employees.
This fast moving and engaging program will show how executing the fundamentals of leadership greatly impact the motivational choices employees make to work faster, harder and smarter. Conversely, this program will show the unintended consequences of choosing not to execute their job description. Think money is the ultimate motivator, think again!
The take-away from John’s presentation include:
• Understanding a leader’s role in employee motivation and discovering how managers create behaviors they don't want and what to do about them.

• Ability to fulfill employee motivational needs and recognize the impact of generational issues when motivating the workforce.

• Achieve dramatic improvements in employee motivation and performance and get employees to want to come to work

Room Number: Wisteria/Portia
Credit Hours: 1.00
Level: Basic
Thursday EB1-2 Redefining Your Recruiting Strategy
Marcy Maul
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Redefining Your Recruiting Strategy
Marcy Maul

Marcy Maul leads ADP Talent Acquisition Solutions, development of best-practices, process design strategies and configurations for new and transforming clients in the RPO, SaSS /I-9 and Recruiting Technology system spaces. She acts as an industry liaison, developing best-practices and strategies to fulfill client needs across Talent Acquisition Solutions. Marcy partners with the client talent acquisition leadership team and oversees ADP RPO team recruitment delivery to ensure the satisfactory implementation and ongoing management of evolving best practices in talent acquisition delivery.

Developing a recruitment strategy that meets current staffing needs but remains flexible enough to adapt to future trends and changes is a crucial factor for every company. Rapid economic changes, the rise of contingent labor, and the swelling ranks of Millennial workers all require companies to build proactive, engaging recruiting strategies. Learn how to apply mobile strategies, use talent communities, leverage social media, and utilize veteran hiring programs and total value propositions to attract top talent to your organization. Attendees will learn how to develop a recruiting strategy that uses current and cutting-edge best practices to find and attract high-quality candidates.

Attendees will learn how to use best practices to develop a cutting-edge recruiting strategy, methods for leveraging multiple recruiting strategies to find and attract candidates, and tactics for applying high-level recruiting methods to an existing talent acquisition program.

Room Number: Tamarind/Guava
Credit Hours: 1.00
Level: Intermediate
Thursday EB1-3 F.M.L.A. Finally Manage Leave Abuse
Keith Kopplin, JD
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AGBS
F.M.L.A. Finally Manage Leave Abuse
Keith Kopplin

Keith E. Kopplin’s practice focuses on employment litigation and employment law matters. Keith assists clients in resolving wage and hour class and collective actions, defending employment discrimination claims, responding to government audits, and improving workplace policies and procedures. He also provides day-to-day counseling to employers regarding a wide range of human resource matters including discipline and discharge decisions, the Wisconsin and federal Family and Medical Leave Acts, wage and hour practices, and workplace accommodations.
Keith strives to find creative and cost-effective solutions to some of the most vexing workplace issues, including Family and Medical Leave Act abuse, incidents of off-the-clock work, and reasonable accommodation requests. He has given presentations on numerous topics, including the use of social media by employees, Wisconsin’s concealed carry law, employee handbooks, workplace violence, employee privacy, the hiring process, the Wisconsin and federal Family and Medical Leave Acts, discipline and discharge, and unemployment insurance. Keith also presents customized training programs for employers.
He is permitted to practice in all Wisconsin state courts and in the United States District Courts for the Eastern and Western Districts of Wisconsin and the District of Colorado.
Malinger: intransitive verb; to pretend or exaggerate incapacity or illness (as to avoid duty or work).
Although FMLA leave is unpaid, it is also protected. Among other things, this means that employees who take FMLA leave generally cannot be treated less favorably than other employees and that they must generally be returned to work when their leaves conclude. These protections can inevitably lead to abuse.
In this advanced session, management-side employment lawyer Keith Kopplin will review some of the most-abused areas of the federal FMLA, providing strategies and tactics for managing those who malinger.
The key take-aways from Keith’s presentation include:
• Ability to recognize some of the common indications that FMLA is being abused.

• You will understand how employment policies can be used to combat FMLA abuse.

• You will learn how to use the certification process to confirm your suspicions, or corroborate legitimate requests for leave.

Room Number: Mangrove/Aralia
Credit Hours: 1.00
Level: Advanced
Thursday EB1-4 Target Date Options - The New Fiduciary Paradigm
Michael Daley
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BGR
Target Date Options – The New Fiduciary Paradigm
Michael Daley
Thursday, October 15, 2015
6:30 am-7:30 am

Track: Total Rewards
Level: General


As a Senior Retirement Consultant for
Oppenheimer Funds, Mike collaborates
with financial professionals to help find innovative solutions to retirement plan challenges, and helps advisors grow their business to meet the investment needs of an
increasingly complex retirement marketplace. He directly supports financial advisors, relationship managers and consultants by sharing expert technical knowledge and translating ideas into practical, actionable strategies. What’s more, because Oppenheimer Funds does not offer a 401(k) platform, he can take an impartial, consultative approach to best align provider selection with customer needs.

Prior to joining Oppenheimer Funds in 2006,
Mike spent 14 years at Merrill Lynch, where he
held various managerial and sales positions.
He is a graduate of Fordham University and is
Series 7 and 63 licensed. He is also a Chartered
Retirement Plans Specialist and an Accredited
Investment Fiduciary. Mike lives in St. Charles, IL, with his wife and two daughters. Mike recognizes that building and maintaining
relationships is fundamental to success. He is
committed to providing consultative support to his clients for all aspects of retirement plans.

Target Date Retirement options continue to gain momentum inside the country’s 401k plans. Assets are expected to eclipse $1 Trillion over the next 10 years and more and more Americans invest their money in these investment options. The Department of Labor issued guidance for plan sponsors. What did the DOL say and what should Plan Sponsors do as a result? This session will provide plan sponsors and administrators with information that they will need in order to go out and effectively understand and monitor their current target date options. It will also provide backdrop for the growth of the “custom” target date portfolios that are being created and distributed in plans across the country.

After attending Mike’s session, attendees should be able to 1) define the process to properly analyze target date funds, 2) understand the features and benefits of a target date fund solution, and 3) review and understand the DOL's plan sponsor guidance surrounding target date / QDIA

Room Number: Marula/Aloeswood
Credit Hours: 1.00
Level: Basic
8:45 AM to 10:15 AM
Thursday All Attendee Keynote Presentation
Jennifer McClure
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ISBS
Jennifer McClure
“Getting the C- Suite’s attention”

HR has an amazing story to tell, but often struggles to articulate how they contribute to the overall success of an organization. Getting the C-Suites attention will uncover seven high-impact areas where HR adds significant value to the organization’s strategic plan. You can expect to learn:
1) How to take a long-term, "big picture" approach to HR by developing and aligning the human resource strategic plan with the organization's strategic plan.
2) Solve business problems through the effective use of people strategies and develop and utilize business metrics to measure the achievement of the organization's strategic goals and objectives.
3) Become an active and effective business leader who can directly impact major business initiatives by establishing strategic relationships with key individuals in the organization to influence organizational decision-making.

Jennifer is President of Unbridled Talent LLC, a consulting and advisory firm providing services to clients in the areas of leadership, executive communication skills and talent strategy. A popular speaker who has spoken at over 175 industry-related conferences and events (including 3 separate SHRM Annual Mega-Sessions to popular acclaim), Jennifer has provided workshops and training for leadership, human resources and talent acquisition teams at a variety of organizations – including Fortune 100 clients.

Organizations hire Jennifer McClure to inspire their leaders and equip them to take action in order to increase their impact, grow their influence and accelerate results. Audiences leave better informed, entertained and inspired to take action after a keynote, workshop or training class in which Jennifer shares a blend of “how-to”, best practices and strategic discussion. With leadership and executive management experience at both small and Fortune 500 companies. Jennifer has in-the-trenches experience and executive presence that instantly earns the respect and attention of even the most seasoned business leaders.
Room Number: Suites A-H
Credit Hours: 1.50
11:15 AM to 12:30 PM
Thursday L1-1 Using Your Essence for Engagement, Growth & Innovation
Danny Gutknecht
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ISBS
Using Your Essence for Engagement, Growth & Innovation
Danny Gutknecht

Danny Gutknecht CEO & author of the upcoming book "Essence" has developed a methodology called Essence Mining that enables organizations to understand their essence, its structure and how to use it to grow. He has consulted for global companies such as Expedia.com, B/E Aerospace, University of Michigan as well as Silicon Valley start-ups to efficiently re-design communication for engagement, recruiting, innovation and leadership development.

Danny has served as the Co-Chair for GPEC's (Greater Phoenix Economic Council) strategy council for the state of Arizona and has conducted speaking engagements at the Global Innovation Summit, Rice University and SXSW (South by Southwest).

The core driver of growth and innovation for any organization is the vital and meaningful interactions between people that lead to creative breakthroughs. That is the source of engagement, as well as a thriving culture. But few organizations understand the key elements that spark those interactions.

Those key elements are often unidentified and embedded in the individual, team and organization. Many organizations tap some of the elements, yet are unclear on how best to use them. But what if you had a map? What if you could apply a methodology that not only identifies these core elements in the informal organization, but shows how they are connected to your organization’s mission?

What if the secret to engagement, innovation and growth was actually a lot more efficient and organic to your organization than you ever imagined? We’ve reached the moment for the next evolutionary stage of work and competition, beyond Peter Drucker’s Management by Objective and into Building Your Organization on Essence.

This presentation will explain these discoveries from massive data gleaned over 20 years.

The key take-aways from Danny’s presentation includes:
• Over the course of history most innovation has sprung from 3 major shifts. The shift from authority to process in science, rights and resources. Scientific Method, Democracy and Capitalism. Bijoy Goswami describes the next shift, "Meaning" is emerging as the fourth house undergoing the change from authority to process. But what are the rules of meaning and how do we understand it? I spent 18 years gleaning an insurmountable amount of data to uncover the architecture of meaning. Discovery of this meaning architecture is as fundamental to human connectedness as the discovery of fractals in mathematics.

• The purpose of this session is to help participants understand the meaning architecture that drives culture. We’ve reached the moment for the next evolutionary stage of work and competition, beyond Peter Drucker’s Management by Objective and into Building Your Organization on Essence. This presentation will explain these discoveries from massive data gleaned over 20 years

• Questions Answered: 1. What is Essence and what does it have to do with my culture? 2. How can Essence Mining reveal the "architecture of meaning" in my organization when all other approaches only scratched the surface? 3. How are great leaders already using essence to create engagement, growth and innovation? 4. How can I begin to use the model to impact my organization today?

Room Number: Wisteria/Portia
Credit Hours: 1.25
Level: Intermediate
Thursday L1-2 Background Screening-What You Don't Know Can Hurt You
Debra Keller
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BGT
Background Screening-What You Don't Know Can Hurt You
Debra Keller

Debra Keller is VP of Operations at Reference Services, Inc. (RSI), one of only 46 background screening firms in the entire U.S. (out of 2000) to be nationally accredited. Deb is a national authority on background screening, regulatory compliance, the FCRA, the use of criminal records in the employment process and the EEOC New Guidance of 2012. She’s a frequent speaker at HR conferences across the country and has published background screening articles in numerous trade publications. Deb is also one of only 77 people in the U.S. to hold the FCRA Advanced Certification credential, which designates an advanced expertise in the FCRA & background screening. It’s equivalent to passing the bar for her industry. Deb leads an internal team of background screening professionals, as well as a national sales team. She and her firm care for clients in all industries, of all sizes, in all 50 states & internationally.

In today's litigious environment, performing background checks is more important than ever. An employer can improve applicant quality, reduce employee theft and violence AND protect themselves from negligent hiring, which is very much in the headlines today. However, not understanding what makes a background check truly comprehensive or the differences between bad data and good data can almost render a background check useless.

Additionally HR professionals are challenged to keep up with the ever changing regulatory environment regarding the use of criminal records and consumer reports, while there's NO education provided on background screening. This presentation covers comprehensive reports, data sources, credit reports and many legal compliancy problems and how to avoid them.

It is a must attend for all HR professionals who are responsible for talent management, hiring & recruiting or compliance practices in their organization. The Key take-aways from Debra’s presentation includes:

• Learn the real reasons an organization should perform employee background checks & the components of a truly comprehensive background check what you need & what you don’t.

• Learn where criminal records come from, what constitutes “good data” and the differences in manual county searches vs. online instant searches and the dangers instant data poses. You'll also learn about order review and why you know it’s important, fingerprinting (and why it’s not), credit reports (can I run them?), state and federal searches.

• Learn who regulates background screening & why & common compliancy problems and how to avoid them, including applicant authorization forms, adverse action & what charges you can consider and for how long including state & federal regulations. We'll cover ALL of the most common forms of compliance & consumer violations.

Room Number: Tamarind/Guava
Credit Hours: 1.25
Level: Basic
Thursday L1-3 Talent Shortages & Skills Gap - 5 Ways to Win the War for Talent
Jennifer McClure
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AE
Talent Shortages & Skills Gap – 5 Ways to Win the War for Talent
Jennifer McClure - HR exec session

Jennifer is President of Unbridled Talent LLC, a consulting and advisory firm providing services to clients in the areas of leadership, executive communication skills and talent strategy. A popular speaker who has spoken at over 175 industry-related conferences and events (including 3 separate SHRM Annual Mega-Sessions to popular acclaim), Jennifer has provided workshops and training for leadership, human resources and talent acquisition teams at a variety of organizations – including Fortune 100 clients.

HR leaders must participate as contributing partners in their organization's strategic planning process and must ensure that their companies have the right talent at the right time and in the right place. They must also develop and implement new recruiting, retention and leadership programs to address the changing business needs and compete for in-demand and scarce talent while recognizing that hiring criteria and training opportunities must be revised and addressed. In this session, you will learn to acknowledge and embrace the changing world of recruiting. You will be provided with five ways to attract and retain high-demand talent and develop innovative strategies to address critical talent shortages and skills gaps. In a world where demand exceeds supply, we have a war for talent. It's time to get creative, get analytical to win that war.

Room Number: Mangrove/Aralia
Credit Hours: 1.25
Level: Advanced
Thursday L1-4 Wellness Plan Compliance: Let's Get You to the Finish Line
Renee Kuhs, Jennifer Walther
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IBSS
Wellness Plan Compliance: Let's Get You to the Finish Line
Renee Kuhs & Jennifer Walther

Renee Kuhs, Compliance Attorney, is a member of the team at RC Insurance Services. She has extensive experience in the area of Employee Benefits Compliance. Renee focuses on helping RC’s clients understand the complex compliance obligations that govern health insurance plans, including the Affordable Care Act.

Renee’s role is to proactively identify compliance issues before litigation or a compliance audit occurs. She is often complimented on her ability to take complex legislation and explain it in an easy to understand manner. Renee frequently presents workshops to employers on legislative topics.

Jennifer Walther’s emphasis is on representing employers in all aspects of labor and employment law. She works with companies to implement preventive measures to avoid larger problems, and to protect the employer from expensive litigation. When necessary, she successfully defends employers in state and federal courts and administrative agencies.

Join us to learn why the EEOC has filed lawsuits against two Wisconsin employers and one located in Minnesota. We will explain why compliance with HIPAA wellness rules may not be enough to avoid litigation and what you should do differently. We'll ask the audience to listen to the facts of each case and act as the jury to determine the outcome.

The take-away from Renee’s & Jenifer’s presentation include:
• Understand when health risk assessments and biometric screenings can be used to gather information without violating the ADA

• Know what is required by the HIPAA wellness rules

• Learn how to design an effective wellness plan that complies with ALL of the laws governing this area

Room Number: Marula/Aloeswood
Credit Hours: 1.25
Level: Intermediate
Thursday L1-5 LEAVING? You just got here!
Pamela Stroko
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IT
Pamela Stroko

Pamela Stroko is the Talent Management Expert & Evangelist at Oracle Corporation and a recognized leader in the talent management arena with over 20 years’ experience as a practitioner. Over her career she has developed deep expertise in all aspects of talent management, focusing on delivering business results by aligning enterprise strategy with strategies for building people capability across the organization.
Always with the overriding goal of delivering superior business performance, Pamela connects Recruiting, On-boarding, Performance, Learning & Development, Succession, Career Development, Leadership, and Rewards to develop strategically relevant talent management strategies and practices. She is a seasoned executive coach, having worked with a number of established C-level executives as well as developing leaders. An engaging seminar and workshop leader, Pamela delivers and facilitates sessions from the strategic to the tactical implementation of integrated talent management in organizations.
Pamela is a thought leader in the talent management space, combining best practices with practical and actionable solutions. She frequently speaks at conferences, webinars, and industry meetings globally
In 2011, Pamela was the host of Inside the Talent Studio, a broadcast featuring thought leaders in talent management. As a follow up to the broadcast, she completed a high-performance workbook and 10-city tour of the workshop: Unlock Results! Building a High Performance Organization Through People, which received outstanding reviews from attendees.
Pamela developed her expertise as a talent leader by serving in senior business and HR roles at RR Donnelley & Sons Company, Deloitte, The Coca Cola Company, ICI London, and Gap Inc. She has authored numerous implementation tools that drive organization effectiveness and connect talent management to business performance.

You’re LEAVING? You just got here! (Why it’s not just about acquiring the “best talent), 5% of employees make the decision on their first day to look for another job. If a new hire leaves within the first year, are you due your money back?

Onboarding is more than insuring that employees fill out their paperwork, understand their role and meet their manager. On boarding is a continuation of the talent acquisition process that you worked so hard to attract your candidate with, as matter of fact, the same techniques can be made for any type of transition an employee has.

These moments are periods of acute vulnerability, because employees lack established working relationships and a detailed understanding of their new role. Each employee is on a journey and it is up to us to make that something each employee values as unique.

Learn how to reinforce the talent brand, how to predict success early on, how to accelerate the time to productivity and how to insure that your new employee comes on board, motivated, excited and ready to contribute.
The key take-away from Pamela’s presentation include:

• Understand the high risk period for an employee and why it matters.

• Use techniques to bring employees on faster, more productively and with a higher level of satisfaction throughout the organization.

• Know what an Employee Experience Journey Map is and how to create one.

Room Number: Tamboti
Credit Hours: 1.25
Level: Intermediate
Thursday L1-6 Myths of Merit/Virtues of Variable - Comp Cases
Rena Somersan
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IM
Myths of Merit/Virtues of Variable - Comp Cases
Rena Somersan

Somersan is a Principal with the Compensation Consulting practice of Verisight. With over 20 years of diverse consulting experience assisting clients in executing their strategic HR and compensation initiatives she has a degree in Economics and Japanese from the UW Madison and an MBA. Somersan's expertise includes the design of workforce and executive compensation programs, performance management systems and leadership development in a variety of industries. She’s a National SHRM and World at Work member as well as a Metro Milwaukee SHRM 2014 President.

A lively interactive program to examine the myths of merit pay and the fatal flaws built into it as well the virtues of variable pay, which, when done well, can energize the team to catapult organizational performance.

Don’t just fall back and say, yes, we have a pay for performance program and all employees are awarded on the basis of their performance unless you mean it! What if those merit increases won’t be enough to move an employee from low in their salary range up to the midpoint? What if merit increases alone won’t ensure competitive pay? Do you have a way of monitoring the comp packages of your best people? This program will involve the audience in a case study and cover budget presentations to illustrate the higher ROI on dollars spent for variable pay programs versus traditional merit pay programs.
The key take- away points from Rena’s presentation include:
• Describing the causes that make merit pay more myth than actuality.

• Demonstrate understanding of the ROI of variable pay along with best practices and trends.

• Calculate compensation budgets using a more innovative approach to retain high performers.

Room Number: Cypress
Credit Hours: 1.25
Level: Intermediate
Thursday L1-7 Optimize Your Management Spans of Control
Richard Sperling
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ISRBS
Optimize Your Management Spans of Control
Richard Sperling

Rich Sperling formed Sperling HR, LLC, in 2009 after 30 years in human resources and consulting. Before establishing Sperling HR, Rich was a Senior Consultant at Hay Group.

Rich works with clients to build jobs, organizations, and reward programs that support and enable their business strategies and objectives.

Rich holds an MBA from Northwestern University and a BS from Yale University. He is a frequent author and speaker on jobs, organization, and rewards.

Compensation issues aren’t always about pay levels. Sometimes they are about the number of managers and management layers an organization has, which in turn is driven by the number of direct reports each manager has (also called the manager’s span of control).
Spans of control that are too broad or too narrow can have serious effects on organization performance. Optimal spans don’t just happen. Unless organizations actively manage spans of control, they are likely to find more that are either too broad or too narrow and fewer that are just right.

By managing spans of control, companies have directly impacted their cost, organization effectiveness, communications, employee engagement, manager-employee relationships, and more.

This session will engage participants in learning how to help their organizations optimize management spans of control.
The key take-away points from Rich’s presentation include:
• Learn ways to manage compensation costs, increase organization effectiveness, and enhance employee engagement by managing spans of control.

• Learn what factors make different spans of control appropriate in different situations.

• Learn how this process has been used to help supervisors, managers, executives, and business unit leaders understand, track, plan, and manage spans of control in their organizations.

Room Number: Banyan
Credit Hours: 1.25
Level: Intermediate
Full
Thursday L1-8 The Optimistic Leader: Creating Positive Work Environment
Dr. Justin Rueb, SPHR, SCP
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BGSBS
The Optimistic Leader: Creating Positive Work Environment
Dr. Justin Rueb

Dr. Justin Rueb is President and Owner of Aspiring Heights, an independent training and organizational consulting firm specializing in leadership, team-building, and organizational culture and climate.

He obtained his Ph.D. from Virginia Tech in industrial psychology, with an emphasis in leadership and is also currently an Associate Professor at the University of Wisconsin-Stevens Point. This background combined with his 25-year leadership career in the military allowed him to work with a variety of organizations in the military, academic, and corporate sectors.

His doctoral research at Virginia Tech examined potential predictors to identify emergent leaders within an organization. He has also performed research in areas as diverse as human factors, cognition, motivation, system design, human resources, leadership, statistics, and sexual harassment, having authored over 60 articles/presentations.

A nationally recognized speaker, Dr. Rueb has presented papers at numerous prestigious conferences, including the Academy of Management, Society of Industrial/Organizational Psychologists, American Psychological Society, and the Human Factors Ergonomics Society.

In today’s world, organizations are often looking for key leaders who can get the most from their followers. Although often overlooked for higher-profile leaders, optimistic leaders appear to have an influence on their followers in such a way that productivity under their leadership outperforms that of other leaders.

This session will focus on understanding what optimism is, how leaders become optimistic, and how this optimism causes increased productivity and improved company climate. Specifically, attendees will explore the benefits of being an optimistic leader and how they can become optimistic leaders.

The presentation will have attendees determine their own level of optimism. Next, attendees will learn various leadership tools and how they can use those tools to produce results. The session will involve several activities that require audience participation in an effort to personalize one’s own experience with optimistic outlooks through leadership experiences.

The Key take-away points from Justine’s presentation include:
• To understand, what leadership is and its importance at work.

• To understand, how optimism impacts leadership and subsequent productivity.

• To understand, optimism affects organizational climate positively and leads to reduced waste, absenteeism, and accidents while increasing tenure and organizational commitment.

Room Number: Ironwood
Credit Hours: 1.25
Level: Basic
Thursday L1-9 Developing the Leadership Rudder & Trim-tab
Suzanne Qualia, ACC, MBA, CIRM
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ASBS
Developing the Leadership Rudder & Trim-tab
Suzanne Qualia

Executive Leadership Coach & Certified Trainer - Suzanne Qualia, MBA CIRM is passionate about helping individuals, teams and organizations achieve their full potential. For more than 25 years she has led teams in small, medium and large businesses honing her organizational and leadership skills. She knows the day-to-day people, process and tools challenges organizations face in achieving bottom line results.

In addition to her corporate experience, she has continued to specialize her skills in executive coaching and organizational change. Recently she completed studies with the Coaches Training Institute and the Center for Executive Coaching.

Additionally, in 2013 she received certification from neuroscientist Dr. Joe Dispenza to facilitate change for individuals, teams and organizations utilizing his neuroscience model for personal change. The process and tools enables executives and their teams to move from Thinking to Doing to being their Best.

Do your leaders feel they are floating in the middle of the leadership ocean, pulled in multiple directions by multiple forces? Do they wonder if they are heading in the right direction at the right speed? Do they desire greater leadership effectiveness including the vision and insight to course correct with ease, confidence and success?

This session reviews the fundamental aspects of the R-U-D-D-E-R leadership model: Relationship builder, Unstressed, Direction setting, Disciplined, Emotionally intelligent, Results focused leader. The small device attached to a rudder -the trim tab - creates impact and efficiency for the rudder with its subtle presence.

Those high impact T-R-I-M T-A-B elements are: Truth living, Resonant, Intuitive, Mindful, Tenacious, Aligned and Belief in possibilities Balanced-BEING. Attend this session to learn about the rudder and trim tab leadership components that keep your leaders on course and on track for HR as well as the entire organization’s success. The key take-away points from Suzanne’s presentation include:

• Learn the R-U-D-D-E-R and T-R-I-M T-A-B leadership model components and why they are fundamental to leadership success.

• Come away with a framework for each component that allows leaders to strengthen each of the model areas.

• Understand the 3 main tools that assist leaders with developing/strengthening their Leadership Rudder and Trim-tab and the efficacy of each in leadership development.

Room Number: Crown Palm
Credit Hours: 1.25
Level: Advanced
Thursday L1-10 Generation Accommodations: ADA Compliance Strategies for Boomers, Xers, and Millennials
Scott LeBlanc, JD, Tom O'Day
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BGBSS
Generation Accommodation: ADA Compliance Strategies for Boomers, Xers, and Millennials
Tom O'Day & Scott LeBlanc

Tom O'Day is an associate at Godfrey & Kahn's Madison office in Labor & Employment and Health Care Practice. Tom counsels private and public employers on hiring and firing, drafting and enforcing restrictive covenant agreements, litigating discrimination claims, and drafting employment and severance agreements. Tom has appeared before the Wisconsin Equal Rights Division, Equal Employment Opportunity Commission, National Labor Relations Board, and state and federal courts. Tom earned his law degree from the University of Wisconsin.

Scott LeBlanc is an associate at Godfrey & Kahn’s Milwaukee office in the Labor & Employment and Immigration Practice Groups. Scott advises clients on a wide variety of labor and employment issues, including confidentiality, non-competition and non-solicitation agreements, employment discrimination, wage and hour claims, and family and medical leave administration. Scott also assists clients with drafting and enforcing employment and severance agreements. Scott earned his law degree from Duke University.

With a changing and aging workforce, human resources professionals are called to manage a growing number of disabilities in the workplace. Each of the generations currently populating the workforce have unique types of medical conditions requiring accommodation.

Those different generations also approach those medical conditions differently both in the workplace and outside the workplace. Attendees in this seminar will learn some of the basic foundations of federal and state disability accommodation law that apply to all employees in the workplace, regardless of generation.

We will then focus on the growth of particular generational conditions, including mental health conditions, and revisit past practices to accommodate employees with mental health conditions, including episodic conditions. We will explore real-life examples of how employers handled or mishandled accommodations in the workplace.
The key take-away from Tom & Scott’s presentation include:

• Understand current federal and state law related to accommodations in the workplace, including the differences in application of state versus federal law, with an emphasis on the practical effect of how appeals courts are interpreting the expansion of disability and accommodation requirements from the Americans with Disabilities Act Amendments Act.

• Identify unique aspects of addressing mental health conditions in the workplace, including how requests for an accommodation might be expressed, how employee misconduct related to mental health conditions should be handled, how episodic conditions might be accommodated and how the direct threat defense under federal law has been interpreted and might be applied.

• Experience working through real-life examples of accommodation scenarios across each of the generational needs of the workforce, with interactive dialogue and peer sharing to enhance the learning experience. Discuss the future of accommodating medical conditions in the workplace, driven by employees from different generations, and how human resources professionals can prepare their managers to best address front-line accommodation needs.

Room Number: Bamboo
Credit Hours: 1.25
Level: Basic
Thursday L1-11 Disrupt YOU!
Trish McFarlane
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ISBS
Disrupt YOU!
Trish McFarlane

Trish McFarlane is the VP of Human Resource Practice and Principal Analyst for the Brandon Hall Group. A former HR executive with almost 20 years of experience in Big 4 public accounting, PR, healthcare, and IT, her expertise in leadership, performance management, training & development, change management, social media, and innovation, enables her to capture readers and audiences with real-life examples of how leadership plays out in organizations.

Trish is also the author of the HRringleader blog, Co-Host of the HR Happy Hour radio show, Host of the HCMx Radio show, and co-founder of HRevoltuion and Women of HR.com. She also blogs regularly on HCM and technology on the Brandon Hall Group blog.

Leaders today are expecting HR professionals to step out of the operational role and become strategic business partners. In this keynote session, Trish will talk through some of the key aspects of HR administration and operations that remain important as well as areas HR pros need to develop in order to be the business partner that organizations need in the coming years. She will share examples and encouragement for making the change, growing and ultimately, disrupting your approach to your career.

Room Number: Acacia
Credit Hours: 1.25
Level: Intermediate
1:45 PM to 3:00 PM
Thursday L2-1 5 Strategies for Developing Highly Successful People
Rusty Lundquist
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ISBS
5 Strategies for Developing Highly Successful People,
Rusty Lindquist

Rusty is the Vice President of Strategic HR Insights at BambooHR, where he studies the intersection of organizational behavior, talent management, and HR strategy, all within the dynamics of small to medium-sized businesses.Before that, he spent three years leading product innovation in the Learning and Development industry, and 15 years running product teams in other SaaS companies.Rusty is also a writer and public speaker, passionate about helping people take control of their lives by escaping the gravitational pull of their past, and engineering their future. BambooHR is a leading HR Technology company whose innovations are designed to power strategic HR in small to medium-sized businesses

What causes employees to be successful? This presentation will share five strategies you can use on a daily basis to make your employees more successful. Moving away from the yearly performance reviews to make daily coaching and mentoring can be challenging.

Rusty Lindquist will share how this will help productivity increase and how to create a leadership succession plan. The key take-away from Rusty’s presentation include:
• Gaining insight on how to give regular feedback that will actually improve performance.

• Insight on how to create a feedback culture to improve productivity between performance reviews.

• Insight on how to coach and mentor employees to become future leaders within their company.

Room Number: Wisteria/Portia
Credit Hours: 1.25
Level: Intermediate
Thursday L2-2 Critical Mistakes Benefit Plan Fiduciaries Make
Debra Castellani, Bill Conrad
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IR
Critical Mistakes Benefit Plan Fiduciaries Make
Debra Castellani & Bill Conrad

For over two decades, Deborah Castellani has been working with individuals, large and small businesses, employee benefit plans, and foundations to help them reach their long and short term goals through investment management and business consulting.

During her 25+ year career, Ms. Castellani has earned the designation of prestigious designation of Chartered Financial Analyst. Ms. Castellani has run a $2 billion investment firm, established mutual funds, performed M&A studies, set up SEC compliance programs, overseen the P&L, established and overseen defined benefit and defined contribution plans, acted as a fiduciary and worked with numerous firms in a variety of industries. Most recently, she helped create an innovative 401(k) compliance tool, The FIRE System, which complicates 401(k) compliance for plan sponsors and their fiduciaries.

Ms. Castellani has been a fiduciary for many qualified plans including those with only a handful of participants to over 20,000 participants.

William "Bill" Conrad assists companies and fiduciaries identify operational in-efficiencies so they can reduce overall risk and liability. After serving in the Marines in Vietnam, he attended law school then entered the financial world and has been a regulator, auditor, HR department head, and trust group head, CEO of 2 multi-billion dollar Investment companies and CEO of a multi-state Broker Dealer.

Bill is an international speaker, strategist and innovator for financial, fiduciary and retirement plans. During his 40 plus year career, he has designed and implemented various innovative financial products and systems. Most recently, he assisted in creating an innovative 401(k) e-compliance tool, The FIRE System, and a fiduciary education tool, The Ignite System to help un-complicate retirement plan compliance for plan sponsors and their fiduciaries.
Today, Bill assists companies and their fiduciaries in understanding their role of being an ERISA fiduciary so they can reduce their professional and personal risk.

The DOL, Congress, SEC, everyone is talking about retirement plan fiduciaries. A must attend session for anyone who works or touches a retirement plan. Many service providers miss-educate plan sponsors because many do not know ERISA themselves. Because of this, plans sponsors think they are protected, but likely they are NOT.

Whether ERISA, retirement, medical or state fiduciaries, they all pretty much make the same mistakes and have the same responsibilities as a fiduciary.. Find out the critical mistakes you could be making before the regulators or litigators find them for you! This light-hearted, but educationally-packed presentation helps fiduciaries understand their responsibilities and shows them uncomplicated steps to minimize their personal and professional liability.

Find out why fiduciary is the hot topic and how to keep yourself protected.

The key take-away from Debra’s & Bill’s presentation include:

• Understand your fiduciary responsibility and why the government is focusing on fiduciaries.

• Learn (at least) 3 critical mistakes anyone of these can create personal liability.

• Find out easy techniques to avoid these mistakes and reduce your fiduciary risk.

Room Number: Tamarind/Guava
Credit Hours: 1.25
Level: Intermediate
Thursday L2-3 So you want to be CHRO: Are you ready?
Mary Faulkner
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ASBSE
So you want to be CHRO”: Are you ready?
Mary Faulkner

Mary is a talent strategist and business leader with over 10 years’ experience in helping organizations achieve their goals. After working on the Operations side of start-ups and small companies, Mary landed in HR by way of learning and development, with extensive experience in leadership and organizational development, coaching, key talent planning, performance management, business partnering, HRIS, process and policy creation, and instructional design.

In addition to her work within companies, Mary authors a leadership development blog (www.survivingleadership.wordpress.com) to continue the dialogue around the challenges of leadership both being a leader AND being led.

Human Resources professionals know their role within their own teams but often struggle when they reach the top job - whether due to their own potential uncertainty or the lack of cohesion with the rest of the leadership team.

This session explores the role of the HR executive in the C-suite, the challenges inherent in being treated equally, and suggestions on how to succeed in being a true business leader.
The key take-away from Mary’s presentation include:
• Define the key characteristics of a successful CHRO and determine if you are ready for the role.

• Identify common challenges inherent in being a member of an executive team and how to overcome them.

• Identify practical actions to implement within your workplace to work more effectively with your executives.

Room Number: Mangrove/Aralia
Credit Hours: 1.25
Level: Advanced
Thursday L2-4 Dynamic Leadership: Closing Leadership Skills Gap
Elissa Tucker
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ISBS
Dynamic Leadership: Closing Leadership Skills Gap
Elissa Tucker

Building on more than 15 years of experience in human resources research, writing, and advising, Elissa Tucker develops and executes APQC’s human capital management (HCM) research agenda. She has completed numerous research studies and reports on such topics as leadership, talent optimization, human resources trends, recruiting and hiring, training and development, performance management, and talent management.

She is a regular contributor for APQC’s blog on topics for human capital management and organizes monthly webinars on HCM topics for APQC members and subscribers. Some of her more popular research reports include Reviving Leadership Capabilities, The Leadership Deficit, and Technical Talent Management. She often partners with other APQC research managers to develop joint projects on topics such as promoting dynamic leadership in the supply chain, how to narrow the leadership gap in finance, or how knowledge management supports successful leaders.

Tucker has written for and been featured in numerous HR industry publications, including Human Resource Executive, MWorld, Recruiter.com, Recruiting Trends, Society for Human Resource Management, Strategic HR Review, Talent Management, Training, Workforce Management, and Workspan.

Her research has also been featured in Fortune.com, AFP Exchange, CIO Baseline, CIO Update, Corporate Finance Review, Spend Matters, and Time Business. Tucker is a regular speaker on HR industry webinars and conferences, including the Association for Talent Development, HR.com, Human Capital Institute, and Talent Management Alliance.

Prior to joining APQC in 2010, she worked as a senior research consultant at HR consultancy Hewitt Associates, now AonHewitt, where she led many large-scale quantitative and qualitative research studies and authored numerous research reports, white papers, and presentations. Tucker also co-edited and contributed to the 2006 book: Workforce Wake-Up Call: Your Workforce Is Changing, Are You?

She has a Bachelor of Arts degree in social and cultural anthropology from Lawrence University in Appleton, Wisconsin. Elissa works remotely for APQC from her home in Oshkosh, Wisconsin.

Elissa Tucker will share APQC’s recent research findings regarding the leadership shortage and a promising solution to the shortage called dynamic leadership. She will introduce five companies that are practicing dynamic leadership and share the best practices used by these organizations to sustain leadership capabilities. Attendees will hear how Cardinal Health, Caterpillar, Ford, Monsanto, and W.L. Gore: define core leadership behaviors for their organizations, make leadership the responsibility of every employee, offer leadership development to all employees, enable all employee leaders to tap organizational intelligence, and give employees the freedom to take up and hand off leadership responsibilities.
The key take-away points from Elissa’s presentation includes:
• Attendees will learn which leadership skills are needed most for organizational success and which business forces are driving a shortage of these skills in most organizations.

• Attendees will be introduced to the dynamic leadership shortage solution, a set of organizational practices and beliefs that APQC research found is correlated with organizations having more of the leadership capabilities needed for business success today and in the future.

• Attendees will also learn how these organizations have adapted traditional leadership development practices, such as high potential development programs and succession planning, to support a more dynamic and inclusive style of leadership.

Room Number: Marula/Aloeswood
Credit Hours: 1.25
Level: Intermediate
Thursday L2-5 Managing People, Managing Process
Steve King
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AT
Managing People, Managing Process
Steve King

Steve King is the Executive Director of the Center for Professional and Executive Development for the Wisconsin School of Business at the University of Wisconsin Madison.

Prior to taking this position, Steve held the positions of Vice President of Global Talent Management for Baxter International, Senior Vice President of Human Resources at Hewitt Associates, and Chief Learning Officer at Hewitt Associates. Before joining Hewitt, Steve was with the Bank of Montreal’s Institute for Learning the bank’s corporate university where he was faculty head for leadership and change.

He also held training and management development positions within Caremark and Harris Bank. Steve has an M.A. from the University of Wisconsin Madison and a B.A. from the University of Iowa, both in economics.

Steve’s Program explores the duel challenge facing a new front line supervisors of managing both people and processes simultaneously. This duel challenge makes that transition from individual contributor to front line manager one the riskiest of one’s career. The focal point of this session will be techniques and advice to mitigate this risk.
The key take-away points from Steve’s presentation includes:

• Apply the six conversations every manager must have with employees to ensure robust performance.

• Leverage the Brag, Worry and Wonder, Bet framework to ensure feedback is balanced and impactful.

• Build the appropriate contingency plans into the processes to ensure expected results.

Room Number: Tamboti
Credit Hours: 1.25
Level: Advanced
Thursday L2-6 Benefits Communication Boot Camp
Andrea Tarrell
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Benefits Communication Boot Camp
Andrea Tarrell

As Director of Marketing, Andrea is responsible for setting the strategy behind HNI’s marketing and communication efforts. Her responsibilities include managing HNI’s digital footprint, lead generation, public relations, and internal communications for our four locations.

In addition to leading HNI’s marketing and communication strategy, Andrea serves as an advisory resource to our customers. Client projects have included:

• Benefits communication

• Employer branding and social recruiting

• Website development and search engine optimization

• Social media

• Video production

There is widespread benefits bewilderment among most employee populations. Plan documents are confusing, and people aren't engaged in the health and wellness messages they're receiving. It's time to change the game in benefits communication.
Whether you're rolling out a new plan this year or trying to get employees more engaged in your current plan, this workshop illuminated ways to dramatically improve your benefits communication, leaving employees smarter about their benefits and more appreciative of what they're getting from the company.
If you've struggled to get employees to understand and appreciate your benefits offering, this is a presentation you won't want to miss.
The key take-away points from Andrea’s presentation include:
• How to make benefits communication A LOT more engaging and develop a brand identity around your benefits package.

• Sharing the WHY of benefits & articulating the value to employees... year round.

• Real-world examples of the best and the worst in benefits communication.

Room Number: Cypress
Credit Hours: 1.25
Level: Basic
Thursday L2-7 How to Lead the Way to Picture Perfect Change
Jonathan Michael Bowman
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How to Lead the Way to Picture Perfect Change,
Jonathan Michael Bowman

Jonathan’s presentations are the result of heart-felt experience, critical thought and an unbridled passion to help others achieve their full potential.

Born in Pittsburgh, Pennsylvania, Jonathan is the last of four children, whose lives were enveloped in poverty and homelessness. By the time he was 17 years old, he and his family had lived in two homeless shelters, a church, a small fourth-floor attic, public housing projects and a hotel, among many other places.

However, with his determination to ascend from poverty unaffected, he earned his G.E.D. and obtained an associate’s degree in English and Communications at Allegheny Community College. He went on to earn his bachelor’s degree in Journalism and Communications from Point Park University where he graduated Cum Laude. Jonathan then attended and graduated from Ohio State University College of Law.

He then practiced law at the Ohio Attorney General’s Office. During his 12-year-career there, he served in a variety of leadership posts, including Deputy Attorney General and Section Chief. He led several departments to achieve success. As a result, he was a recipient of the Ohio Attorney General's Innovation and Excellence Award in 2005.

Jonathan is also an avid photographer. Pictures have intrigued him ever since he was a child. While growing up, drawing pictures provided him with an escape from his life of poverty. Later in life he became hooked on photography when he happened upon a 35 mm camera and looked through the viewfinder. He was so enthralled that he studied photography as part of his undergraduate major in communications.

Today Jonathan serves as CEO of Clear Picture Leadership®. He uses lessons learned from his childhood, leadership skills honed throughout his career and the inspiration embodied in his artwork to encourage leaders to achieve a clear picture vision. As Jonathan says, picturing your destination is the first step to achieving something great. Sometimes leaders are tempted to cast aside an imaginative vision because it is deemed unrealistic. Yet as his tagline says Jonathan challenges leaders with a different perspective: Where imagination and reality meet.

Have you ever wanted to create a new department or enhance the quality of your team’s work? Change can be difficult for anybody. Leading change can be even more difficult and at times seemingly impossible. This seminar will teach attendees change leadership principles that every organizational leader should know.

In this energetic and content-rich presentation, you will learn how to lead the way to successful Picture Perfect change. Drawing examples from real leadership situations, Jonathan will teach and inspire you to ignite your team to achieve dynamic results. You will learn how to set a vision of change, achieve buy-in and lead the way to capture your vision. Jonathan is also a fine art photographer. He uses his art during his presentation as a metaphor to graphically illustrate key points.

This turns Jonathan’s presentation into more than educational leadership training. It is also an inspirational, artistic experience.

The key take-away points from Jonathan’s presentation includes:
• You will learn how to set a vision of change.

• You will learn how to achieve buy-in.

• You will learn how to lead the way to capture your vision.

Room Number: Banyan
Credit Hours: 1.25
Level: Intermediate
Thursday L2-8 Making Sense of the Millennial Generation
Jennifer Garber
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Making Sense of the Millennial Generation
Jennifer Garber

Jennifer Garber, Senior Manager, Human Resources (speaker). Jennifer is currently the Senior Manager, Human Resources at Exact Sciences located in Madison, WI.

She has over nine years of experience in the human resources function working with Amazon, Catalent Pharma Solutions, PPD, Promega, and most currently with Exact Sciences.
Jennifer is currently accountable for learning and development and partnering with the Research & Development, Quality, Regulatory, & Clinical Operations teams to ensure Exact Sciences is focused from a talent perspective on their mission to eradicate colon cancer.

Jennifer has a Bachelor's Degree in English with a minor in Communication, from Carthage College in Wisconsin as well as a certificate in Human Resources Management from Cardinal Stritch University. Her passion is learning and development and she has developed and taught several learning sessions which have developed the leadership skills of many and have been highly praised.

Jennifer has great interest in inspiring leaders to grow their talent into the most highly performing teams possible, always reminding leaders that people need three things: Something to believe in, someone to believe in, and someone to believe in them.

She has a proven track record leading highly visible initiatives and has a demonstrated ability to influence and guide senior leaders to think about their talent in a unique ways. Jennifer currently resides in Middleton, WI.

Today’s workplace looks much different than it did 15 years ago. People are working longer than before and the average age of retirement is now 67. Due to these workplace changes, leaders now have to lead three or more generations working together each with their own values, communication styles, and definitions of success.

Perhaps the generation we hear about most is the Millennial Generation, often called Generation We or Generation Why. In this interactive session we will explore common myths about the Millennial Generation: Are the Millennials really the entitled generation? Do they really think they can do and be anything? Do the Millennials just want a job? Do they only care about their paycheck? Do the Millennials really think they know it all? We will provide you with the basics on how you can return to your organization and engage this generation, the future leaders of your organization. You will leave being able to answer this question: As the fastest growing segment on your teams how will you ensure that you are cultivating your next generation of leaders, how will you grow, improve, and develop their talents?
The key take-away points from Jennifer’s presentation include:
• Are the Millennials really the entitled generation? Do they really think they can do and be anything?

• Do the Millennials just want a job? Do they only care about their paycheck?

• Do the Millennials really think they know it all?

Room Number: Ironwood
Credit Hours: 1.25
Level: Basic
Thursday L2-9 Creating Positive Employee Relations
Liz Uram
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Creating Positive Employee Relations
Liz Uram

Liz is a decisive, take-action professional who consistently prepares and delivers results-driven facilitation and impactful learning content. Energy abounds when Liz is present. Style, clarity, and relevance are the trademarks of her role as a skilled presenter, trainer, and facilitator. She is a highly regarded speaker, presenting at conferences and business meetings such as: Twin Cities Human Resources Association, Rural Electric Management Association, Minnesota Safety and Health Conference, and Minnesota Marriage and Family Therapists Association, plus many more.

Liz brings over 13 years of "hands-on, on the floor" management experience from her leadership roles in the financial services industry. Her areas of expertise include: leadership development, management skills, communication in the workplace, and customer service.

We’ll examine the many components that affect employee relations, such as employee engagement, identifying what employees expect from work, how to coach and give feedback, and building respectful work relationships.

We’ll also identify best practices in building a positive atmosphere through improving communication and listening skills.
The key take-away points from Liz’s presentation include:
• Identify and understand the biggest barriers to employee engagement.

• Learn how to get people to want to work for you.

• Discover ways for improving communication and listening skills.


Room Number: Bamboo
Credit Hours: 1.25
Level: Basic
Thursday L2-10 Can you navigate the waters of change?
John Stoker
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Can you navigate the waters of change?
John Stoker

John R. Stoker is the President and founder of DialogueWORKS, LC. In this role John has consulted extensively with a number of companies, helping them increase their capacity to enhance effectiveness and improve results. John has experience in designing strategic change and in creating and implementing training curriculum in support of company-wide culture change and improvement initiatives.

John is experienced in the fields of leadership, change management, dialogue, critical thinking, conflict resolution, and emotional intelligence. He has worked with clients both nationally and internationally; his list of clients includes Cox Communications, Comcast Cable, Banner Health, Wheaton Franciscan Medical Group, Lockheed Martin, Turner Broadcasting, U.S. Tobacco, Eastman-Kodak, Honeywell, AT&T, OG&E, Alcon Labs, AutoTrader.com, Nebraska Furniture Mart, Connolly Healthcare, American National Bank, Mutual of Omaha, and Sonic Automotive.

John is the author of, Overcoming Fake Talk: Creating REAL Conversations that Build Relationships, Create Respect, and Get Results.

In these times of hyper competition, economic uncertainty, and the need for increased efficiency, one thing is constant change. However organizations don’t change, people change and transform themselves and their organizations.

If change is a positive thing, then why do people put more energy into resisting change than understanding and embracing it? Bottom line: People resist what they don’t understand and what they believe will have a negative impact of them. In all the chaos that change creates, changes agents must recognize and manage the complex dynamics that accompany any change initiative to achieve optimal results.

In order to manage a successful change initiative, individuals must be able to assess the impact of change on seven organizational factors. These leaders of change must also be able to recognize the questions that individuals are asking and be able to answer those questions to help people stay focused on the work at hand.

Finally, any successful change agent must also be able to recognize the losses that individuals experience and know how to change the perception of loss into a perception of gain through conversation and engaging individuals.
The key take-away from John’s presentation include:

• Assess the impact of seven critical factors that need to be addressed to insure that any change initiative will be successful to the achievement of the organization’s strategic goals.

• Identify the six questions that leaders and change agents must address if they hope to focus the thinking of individuals as they move through transition.

• Prepare for and hold a change conversation that assists the individual to refocus their thinking on gain rather than loss as they strive to improve their performance.

Room Number: Crown Palm
Credit Hours: 1.25
Level: Intermediate
Thursday L2-11 Pharmacy Benefits: Managing Rising Rx Costs
Hitesh Patel
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Pharmacy Benefits: Managing Rising Rx Costs
Hitesh Patel
Thursday, October 15
1:45-3:00 pm

Track: Total Rewards
Level: Basic
Hitesh Patel is a Vice President at Aon Hewitt and a Consultant in Aon’s Pharmacy Benefits practice. A licensed Pharmacist, Hitesh provides a well-rounded clinical, managerial, and outcomes focus to the practice. He provides pharmaceutical services that ensure employers are obtaining an improved return on investment in their pharmacy benefit spending by focusing on appropriate benefit design, PBM selection and auditing. He also focuses on improving outcomes through improved health management programs.
Experience
Hitesh joined Aon Hewitt in January 2007. Before joining Aon, Hitesh worked for 12 years in the PBM industry in various clinical, financial, analytical, and outcomes leadership roles. Previous to that, Hitesh worked in the hospital pharmacy industry in various managerial roles for 15 years and in the retail industry in the United Kingdom for one year.
With his wide experience, Hitesh provides clients with an in-depth understanding of the pharmaceutical marketplace and recommendations on how to improve their pharmacy benefit programs and improve the health of their members
Expertise
Hitesh helps employers with any pharmacy related issues, with a focus on improving the health of their employees and members. His expertise includes Employer Group Waiver Plans, 340B pricing and Outcomes measurement.
Hitesh has presented at the Academy of Managed Care Pharmacists, the International Society of Pharmacoeconomics and Outcomes Research, various national and regional PBM conferences, employer coalitions, the National Managed Health Care Congress, the University of Arizona and the DNA forum. Topics presented include various pharmacy benefit issues such as prescription trends, specialty drug management, pharmacy benefits management programs, prior authorizations, Medicare Part D, compliance programs, disease management, and outcomes measurement.

Attendee Takeaways:
1. Trends are back in the double digits for the near future
2. Specialty drugs are key drivers of trends
3. Many specialty drugs provide improved care
4. Employers have several solutions for managing specialty drugs as well as traditional drugs


Room Number: Acacia
Credit Hours: 1.25
Level: Basic
4:00 PM to 5:15 PM
Thursday L3-1 Controlling Costs with Innovations in Primary Care
Patricia Murphy
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Controlling Costs with Innovations in Primary Care
Patricia Murphy

Patricia is responsible for helping clients develop and implement employer sponsored care delivery systems and other wellness initiatives. She proactively works with clients to drive continuous improvements in the health of their employee populations and the culture of wellness in their companies. Her areas of engagement range from awareness, to education, to behavior change activities.

Patricia has over 25 years of experience in health care and wellness. She has served in roles related to operations, administrative oversight, and compliance for many national and multi-location companies. Most recently, she worked as a consultant developing recommendations for clients interested in providing onsite health care clinics.

Early and effective primary care has proven to be one of the best ways to control healthcare costs. But how do you encourage employees to seek out this type of care, preventing a health issue from escalating to an emergent visit or a more costly condition down the road? At this session, Patty Murphy from HNI will share advancements in primary care delivery models including telemedicine, on-site clinics, and near-site resources.

By including these strategies in a benefits program, many businesses have successfully reduced costs, enhanced worker productivity, and bolstered efforts to attract and retain talent.
Patricia has been with HNI since January of 2013.
The key take-away points from Patricia’ presentation includes:

• Keys to successful primary care programs and measuring program performance.

• Options to consider, including telemedicine, on-site clinics, and near-site care.

• Questions to ask when exploring primary care option.


Room Number: Wisteria/Portia
Credit Hours: 1.25
Level: Intermediate
Thursday L3-2 Retaliation Avoidance
Brian Benkstein
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Retaliation Avoidance
Brian Benkstein

Brian T. Benkstein is a Shareholder in the Minneapolis, Minnesota office of Jackson Lewis P.C. Mr. Benkstein is certified as a Labor and Employment Law Specialist through the Minnesota State Bar Association. He exclusively represents employers in matters that arise from employment and labor laws and defends claims filed against them with state and federal administrative agencies and in the Minnesota and Wisconsin state and federal courts. He also negotiates, drafts and litigates employment related agreements, with a special emphasis on non-competes.

Mr. Benkstein is an experienced, hands-on litigator. In addition to a successful motion practice, he has litigated multiple jury, bench and arbitration matters to verdict or decision. He defends companies in cases involving a single plaintiff and also complex collective and class action cases involving hundreds of plaintiffs, and he has successfully resolved numerous workplace safety related citations.

Mr. Benkstein combines his legal training with eight years of management experience in the health care industry. Prior to his law firm experience, he served in a variety of management positions for a health care corporation. In his legal practice, Mr. Benkstein uses this business experience when negotiating contracts for clients and guiding them through complicated legal issues.

Mr. Benkstein rounds out his active litigation practice by providing employment law and business law advice and counsel to clients on employment matters and general business issues ranging from employee performance issues to legal compliance to overall business strategy. He works with his clients in responding to everyday problems and, most importantly, developing legal and practical solutions to avoid such problems.

A six-time Star nominee by Minnesota Super Lawyers ®, he has a proven track record of successfully defending claims brought against employers.

He is a regular lecturer on employment law and litigation topics, presenting at statewide conventions for the Society for Human Resource Management, Care Providers of Minnesota, Aging Services of Minnesota, and the Upper Midwest Employment Law Institute.

Mr. Benkstein received his B.S., magna cum laude, from the University of Wisconsin-Eau Claire, and his J.D., magna cum laude, from William Mitchell College of Law.

Hot off the press! Hot off the press! The Equal Employment Opportunity Commission ("EEOC") reports the "highest incidence of retaliation charges" ever- an incredible 42.8% of all charges filed in 2014 contained a retaliation claim! EEOC Chairwoman Jenny R. Yang questions, how do we ensure that all workers understand their rights and are willing to come forward?

Suggesting that the EEOC will be taking an even more aggressive stance on educating and informing employees of their rights under applicable law, including their rights with regard to retaliation protection. With these types of numbers, and this continued focus on employee education, you can be confident retaliation claims will continue to rise.

This session will focus on what an employer can do now to reduce the possibility that they will be the subject of a future retaliation charge, providing real life case examples to highlight where employers have consistently gone wrong.

Attendees will not only walk away with a better understanding of the elements of a retaliation claim and how to identify certain risk scenarios, they will walk away with practical steps to implement the minute they return to the office.
The key take-away points from Brian’s presentation includes:
• Attendees will learn the basic elements of a retaliation claim under both state and federal laws.

• Attendees will gain a better understanding of how to recognize situations that present as high-risk for retaliation.

• Attendees will learn what they can do now to reduce the possibility of future retaliation claims.

Room Number: Tamarind/Guava
Credit Hours: 1.25
Level: Intermediate
Thursday L3-3 When Women Thrive – Global Research
Dan Lezotte, Casandra Tate Mahoney
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When Women Thrive – Global Research
Dan Lezotte, Mercer
Casandra Tate Mahoney, Mercer

In 2014, Mercer conducted research with employers worldwide to help organizations move the needle on gender diversity in the workplace. 164 companies in 28 countries with 1.7M employees (680k female employees) participated in the survey.

This groundbreaking research, conducted in collaboration with the EDGE Certified Foundation, is unique in that we have identified concrete steps organizations can take to accelerate progress toward their gender-diversity talent goals – by broadening the conventional understanding of opportunities to support female talent across their lifecycle and by linking practices to evidence and results.

During this presentation, we will address the key drivers of gender diversity and an approach to enhancing gender diversity in your organization:

Key Takeaways:

• Why it is important to take a broad, enterprise-wide focus to ensure sustainable change – including having an engaged leadership team.
• How active management of talent drives more favorable outcomes than traditional programs.
• Nontraditional solutions that can impact a firms’ long-term ability to engage and retain female talent.
• An approach you can take to enhance gender diversity in your organization.

Room Number: Mangrove/Aralia
Credit Hours: 1.25
Level: Intermediate
Thursday L3-4 OFCCP: The Dawn of a New Age
Mark Hudson
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OFCCP: The Dawn of a New Age
Mark Hudson

Mark Hudson is an Attorney and Senior Vice President at Shuttleworth & Ingersoll, P.L.C. Mark's work focuses on labor and employment compliance and counseling (including personnel policies and decisions, workplace investigations, affirmative action program compliance, wage and hour advice, and general employment counseling), labor and employment litigation (including equal opportunity, wrongful discharge, discrimination, sexual harassment and defense of employment-related claims), and fair housing litigation and compliance.

Prior to joining Shuttleworth, Mark worked at a large Omaha law firm practicing in a regional labor and employment law section. Mark also is the co-author of McDonnell Douglas: Alive and Well; 52 Drake Law Review 383 (2004), is a Contributing Editor for BNA’s leading labor law treatise, The Developing Labor Law, and is a Chapter Monitor for BNA's and the ABA Section on Labor and Employment Law's definitive reference on the law of discrimination in the workplace, Employment Discrimination Law.

With recent OFCCP regulations in place over the past year, contractors now have no excused but to get ready and analyze the data. Beyond data collection, there are important additional requirements than many contractors forget. It is time to take control of the affirmative action compliance obligations and ensure 2016 is smooth.

The key take-away points from Mike’s presentation include:
• Teach participants the data collection obligations set out by the OFCCP, including strategies to implement data collection techniques.

• Develop actionable steps for the participants to successfully manage their affirmative action compliance evaluation process beyond basic data collection.

• Educate participants on other new OFCCP initiatives to ensure compliance beyond the basic data collection obligations.

Room Number: Marula/Aloeswood
Credit Hours: 1.25
Level: Intermediate
Thursday L3-5 Strategically Reducing Health care Costs
Mardi Burns, Linda Evans
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Strategically Reducing Health care Costs
Mardi Burns & Linda Evans

Mardi Burns has over 30 years of experience in employee benefits, with a focus on assisting medium to large employers design, implement and manage their benefit plans. Her specialties include multi-sited self-funded plans, strategic benefit planning facilitation, public employer plans and integrating the benefit strategy with engagement and wellness strategies.

She also provides renewal and benefit analysis, union negotiation consulting, employee education, healthcare reform analysis and planning and wellness consultation, while keeping an eye on strategic recommendations. Mardi has been involved in the design and implementation of several employer on-site and near-site health clinics including facilitating cooperative multi-employer clinics. Additionally, Mardi is a frequent speaker on employee benefits costs and solutions.

Mardi’s goal is to be an integral part of the client’s team, using her background to develop creative, proactive strategic benefit plan solutions.

Mardi joined Associated Financial Group in 1987 as a consultant and in 1993 was promoted to senior consultant. Previously, Mardi spent nine years with a major insurance provider working with national accounts.

Education
Business Administration, University of Wisconsin Madison, Madison, WI.
M.B.A., University of Wisconsin’s Oshkosh School of Business.

Linda Evans has been serving as Vice President, Human Resources for Douglas Dynamics since June 2008. Ms. Evans is known for her insights into talent and leadership management, corporate culture, organizational structure and benefit administration.

Ms. Evans is an active member of the Society of Human Resources Management and has her Senior Professional HR (SPHR) certification. Prior to joining Douglas Dynamics, Ms. Evans served as the Director of Human Resources for Pentair Filtration from November 1998 to June 2008. She was responsible for the HR strategic direction for the Commercial and Industrial Water Filtration Business Units, which included seven (7) company divisions.

Prior to Pentair, Ms. Evans served in the capacity of Assistant Volley ball Coach at Butler University, Baylor University and Volunteer Assistant Volleyball Coach at Iowa State University. Ms. Evans obtained her bachelor’s degree from Iowa State University, Ames, IA and her MBA from Cardinal Stritch University, Milwaukee, WI.

Strategically Reducing Healthcare Costs the Douglas Dynamics Journey. Learn how Douglas Dynamics successfully fought escalating healthcare expenses with a variety of wellness tactics.

This duo will present a case study from a local company highlight how it was able to find better ways to manage short and long term healthcare costs, but still maintain a robust health plan that was comparable to other employers, allowing them to attract and retain valuable employees.

The speakers will also describe real-life tactics used to educate employees about healthcare consumerism and encourage them to be informed participants in their healthcare, ultimately resulting in lower claims costs. Join us to learn why workplace wellness is more than just a buzz word.

It is a must-have strategy for all companies to help reduce rising health plan costs, improve productivity and even lower workers compensation costs.
The key take-away points from Mardi’s & Linda’s presentation include:
• Understanding the benefits of implementing a workplace wellness program, as well as the important legal considerations.

• Appreciate the importance of gaining buy-in from all levels within the organization especially your leadership.

• Identify the types of information (data) your organization will need to collect and outline the essential steps necessary to ensure the greatest return for your wellness program.

Room Number: Tamboti
Credit Hours: 1.25
Level: Intermediate
Thursday L3-6 Prescriptions for Better Retirement Plan Outcomes
John Friar, CFP, AIF
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Prescriptions for Better Retirement Plan Outcomes
John Friar

John Friar is a Financial Consultant for Hausmann-Johnson Bauch Financial LLC. His responsibilities include client relationship management with a focus on 401(k) and retirement planning. John is a graduate of UW-Whitewater with a Bachelor’s Degree in Finance. He currently holds his Series 6, 63, & 65 securities licenses as well as his Wisconsin Life and Disability license.

There are a lot of exciting developments going on with retirement plans today changes that are making a real difference for plan participants. Many employees have succeeded with defined contribution plans, while many others have struggled, even as employers and providers have spent millions of dollars on participant education. With the changes in the retirement system over the last 30 years, the 401(k) plan has become most employee’s prominent source of retirement income. Now more than ever, new age retirement plan thinking is an integral part of your benefit program.
The key take-away points from John’s presentation includes:

• The connection between a healthy retirement plan and a strong overall benefits program.

• New plan design features and accountable strategies to drive better plan outcomes.

• Evaluating the success of your plan in the achieving the organization's and the participant's goals.

Room Number: Cypress
Credit Hours: 1.25
Level: Basic
Full
Thursday L3-7 The Fine Art of People Power
Jonathan Michael Bowman
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BSBS
The Fine Art of People Power
Jonathan Michael Bowman

Jonathan’s presentations are the result of heart-felt experience, critical thought and an unbridled passion to help others achieve their full potential.

Born in Pittsburgh, Pennsylvania, Jonathan is the last of four children, whose lives were enveloped in poverty and homelessness. By the time he was 17 years old, he and his family had lived in two homeless shelters, a church, a small fourth-floor attic, public housing projects and a hotel, among many other places.

Today Jonathan serves as CEO of Clear Picture Leadership. He uses lessons learned from his childhood, leadership skills honed throughout his career and the inspiration embodied in his artwork to encourage leaders to achieve a clear picture vision. As Jonathan says, picturing your destination is the first step to achieving something great. Sometimes leaders are tempted to cast aside an imaginative vision because it is deemed unrealistic. Yet as his tagline says Jonathan challenges leaders with a different perspective: Where imagination and reality meet.
At the heart of your success as a human resource professional is your ability to cultivate relationships with colleagues inside and outside of your organization in accordance with the PHR and SPHR Body of Knowledge, Functional Area 01: Business Management & Strategy 04 and 05. Networking with your colleagues is the first step to initiating and developing these powerful relationships. Yet, too often we underestimate the value of our professional network.

Too often we fail to appreciate how meeting and interacting with other professionals can serve as the foundation of a dynamic relationship; a connection which can serve as a vital tool in achieving your organization’s business goals. This compelling presentation will reveal the importance of your professional network. It will showcase three benefits of this dynamic support system that can help to lead you to great success for your organization.

Jonathan calls this support system People Power. He teaches how People Power helped propel him from living in public housing projects and homelessness as a child to becoming an accomplished attorney and award-winning leader. In the same way, the People Power within the human resources community can serve as a basis for dynamic achievement.

Jonathan will also show how the same principles that allow your professional network i.e. People Power to lead you to great success, will allow you to lead others to achievement. These leadership principles can be used in all facets of your work as a human resources professional. Yet, they are particularly applicable when you are aiming to achieve a new business goal or manage change in accordance with the PHR® and SPHR® Body of Knowledge, Functional Area:

• 01: Business Management & Strategy 07 & 09

• Functional Area 06: Risk Management 83 & 90.

Jonathan’s message is made even more memorable by his powerful fine art photography, which he uses as a metaphor to graphically illustrate key points.
You will be emboldened to surmount obstacles and to ascend far beyond them into a future of success. Learning Objectives: This presentation will show attendees:
The importance of taking a first step to cultivate positive relationships with your colleagues by networking with fellow professionals inside and outside of your organization.
• Three benefits of your support system within the human resources community that can help to lead you to great success for your organization. The profound positive impact that you can have on your colleagues and clients. Leadership principles that you can use to achieve new business goals or manage change PHR® and SPHR® Body of Knowledge. Functional Area 01: Business Management & Strategy 04, 05, 07 & 09 Functional Area 06: Risk Management 81, 83 & 90.
The key take-away from Jonathan’s presentation include:

• The importance of taking a first step to cultivate positive relationships with your colleagues by networking with fellow professionals inside and outside of your organization.

• Three benefits of your support system within the human resources community that can help to lead you to great success for your organization

• Leadership principles that you can use to achieve new business goals or manage change.

Room Number: Banyan
Credit Hours: 1.25
Level: Basic
Thursday L3-8 Hear the Whistle Blowing
David Loeffler
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Hear the Whistle Blowing
David Loeffler

David F. Loeffler has been practicing law since 1963. The emphasis of his practice is in general labor and employment litigation, and white-collar criminal defense.

He argued successfully to the District of Columbia Court of Appeals that it was not a violation of the NLRA to discharge an employee believed by the employer to have engaged in boycott activities; to the Seventh Circuit Court of Appeals that an arbitrator exceeded his authority when he determined that a collective bargaining agreement contained external law and that the employer violated external law; and to the NLRB that all communication between counsel and client in the collective bargaining context is subject to attorney-client privilege.

David is the author of a chapter on Union-Management Relations in the State Bar of Wisconsin publication, Labor and Employment Law in Wisconsin and several newspaper articles: Worker Replacement as a Moral Issue, The Wall Street Journal, August 5, 1991 and Repeal of the Targeted Jobs Credit Would Harm the Least Well-Off, The Milwaukee Journal June 3, 1987.

He is admitted to practice in Wisconsin and Michigan and before the U.S. Courts of Appeals for the Second, Sixth, Seventh and Eighth Circuits, the District of Columbia, and the U.S. Supreme Court.

David was a professor of law at Wayne State University in Michigan and at Florida State University. He was a law clerk to Justice Horace Wilkes at the Wisconsin Supreme Court.

Lead counsel in United Foods v. Hormel Foods Corp., pending in Wisconsin Supreme Court, L.C. #2010CV2595.

The press is filled with stories of criminal prosecutions and civil actions arising from an employee’s claim that the employer violated a law, unrelated to immediate workplace relationships. The presentation will present a summary of federal criminal/civil statutes that give rise to whistleblower claims. The presentation will summarize federal statutes which protect whistleblowers from adverse employment decisions because they blew the whistle. Wisconsin law on whistleblower protections will be addressed.

The heart of the presentation will be a walk-through of a hypothetical claim by an employee that a manager bribed a foreign government official to obtain an advantage for a Wisconsin firm. The presentation will deal with the response to the employee’s revelation: internal investigations, investigation by official law enforcement; response to media and investors. How to deal with the employee, who may be a participant in the violation, or a poor performer on the cusp of discharge, will be a focus point.
The key take-away points from David’s presentation include:

• Participant should gain practical working knowledge of federal and state law which protects a whistleblower from adverse employment decision because of whistleblowing.

• Participant should gain practical working knowledge of how to manage an employee’s claim of illegal employer conduct in an internal investigation and in an investigation by law enforcement. This includes best practices for dealing with public disclosures. Learning

• Participant should gain practical working knowledge of how to deal with a whistleblower who may be a participant in the illegal conduct or an otherwise unproductive employee.


Room Number: Ironwood
Credit Hours: 1.25
Level: Advanced
Thursday L3-9 New Horizons, Mapping Your Path to Retirement
Cory Erickson, SPHR, SHRM-SCP
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New Horizons, Mapping Your Path to Retirement,
Cory Erickson

Cory Erickson, SPHR, SHRM-SCP, owner of Career Momentum, previously held progressively responsible HR positions with Hormel, Maytag, WE Energies, LakeShore, and Thermo Fisher Scientific. His last role with Thermo Fisher where he worked for 20 years was Director, Human Resources. A member of SHRM and a previous GMASHRM Board Member, Cory holds a BBA in HR management from UW-Madison.

In the US, 10,000 baby boomers are retiring DAILY. 30% to 50% of all workers are age 50 or older and few are prepared for retirement. What resources are you providing your mature workers to be prepared for the future? New Horizons provides mature workers a road map for their later life options. The outline of the New Horizons content is: Career and Work; Health and Wellness; Finances and Insurance; Leisure and Social; Family and Relationships; Personal Development; Legal and Legacy. New Horizons enables maturing employees to plan their futures and overcome their fears while helping the organization address the impact of retirement initiatives on workforce and succession planning.

Identifying opportunities to retain younger workers seeking advancement is equally challenging. As the needs and desires of all generations transform the workplace, organizations that provide resources and tools to help maturing employees adapt will have a competitive advantage.

The key take-away points from Cory’s presentation include;
• Gain a solid foundation to identify and map out your later life options in all areas including health, financial and career-related needs in preparation for retirement and alternative work and life styles.

• Improve your preparedness to cope effectively with the challenges of longer lifetimes and later life career/work changes.

• Analyze crucial decisions that affect happiness and well-being.

Room Number: Crown Palm
Credit Hours: 1.25
Level: Advanced
Thursday L3-10 Training HR to Respond to Traumatized Employees
Dan Potterton
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IAC
Training HR to Respond to Traumatized Employees
Dan Potterton

Dan Potterton is Chief Operating Officer for FEI Behavioral Health with oversight for all customer facing functions of the organization. Dan oversees account management of the company and is responsible for the oversight and strategic direction of the company’s Crisis Management Services. Prior to his appointment at FEI, Dan worked as an independent healthcare business consultant providing consultation service to complex health care systems and advising venture capital firms.

Prior to this, as executive vice president at CareAdvantage, he managed multistate operations and consulting services. Dan has nearly 30 years of experience in the healthcare and EAP/managed care industry.

A critical event of any duration or scale has an extraordinary psychological impact on all those involved. Unfortunately, in the stressful and chaotic environment of a workplace crisis, the impact the event can have on the psychological health of its victims can often be overlooked. Providing psychological support to traumatized individuals is critical to assuring that your organization can continue to function in the midst of a crisis.

Most importantly, psychological first aid is the key to victims of crisis maintaining a smooth transition to post-incident life. This presentation will discuss how organizations can train their HR staff to provide psychological first aid to traumatized employees.

The session will outline specific tips for communicating effectively with victims of crisis by specifically focusing on validating, listening, acknowledging, and nonverbal communication skills.

The key take-away points from Dan’s presentation include:
• Attendees will learn how to deal with symptoms of normal physical, behavioral, and psychological reactions to trauma, and the individual factors that affect these reactions. Learning

• Attendees will learn the challenges and opportunities associated with providing psychological first aid to victims through the real-life experiences of other businesses in the past. Learning

• Attendees will identify fundamental differences in how diverse populations perceive trauma and will learn how to provide customized support for these individuals.


Room Number: Bamboo
Credit Hours: 1.25
Level: Intermediate
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6:30 AM to 7:30 AM
Full
Friday EB2-1 Hiring and Firing in Wisconsin
Mark Johnson
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BGSTBS
Hiring and Firing in Wisconsin
Mark A. Johnson

Mark A. Johnson has a wide range of experience representing businesses in matters involving labor and employment law. Mark has represented employers in hundreds of cases in federal and state courts and before federal and state administrative agencies in Wisconsin and throughout the country. His practice also includes advising employers on how to avoid litigation. Mark is a frequent speaker on topics related to litigation and labor and employment law.

Mark has extensive experience defending employers against claims of employment discrimination and retaliation under federal and state law. He has also represented clients in ERISA litigation in courts throughout the country.

Mark regularly counsels employers and tries cases involving covenants not to compete and non-disclosure agreements. Areas of focus include wage and hour, hiring and discharge, arrest and conviction record, employment contracts, covenants not to compete, downsizing, fiduciary duty of loyalty, non-disclosure agreements, employee handbooks, harassment claims and investigations, retaliation, union organizing, unfair labor practices and arbitration.

Mark is admitted to practice in Wisconsin and before numerous courts, including the U.S. District Courts for the Eastern and Western Districts of Wisconsin, the U.S. District Court for the Northern District of Illinois, the U.S. Court of Appeals for the Seventh Circuit, and the U.S. Supreme Court.

The employment relationship is heavily regulated. Numerous laws apply, from the beginning of the hiring process to post-termination. This seminar will explain the major legal issues that apply at different stages and provide practical tips on how to avoid problems.

The topics covered will include: job descriptions, applications, background checks, interviewing, offers of employment, accommodating disabilities, leaves of absence, alternatives to termination, the seven questions, termination, post-termination considerations, discrimination, retaliation and harassment.

After attending this seminar, you will have a better understanding of how to make effective decisions while minimizing legal risks.
The key take-away points from Mark’s presentation include:

• After attending this program you will spot the basic legal issues that can arise during the process of hiring and terminating employees and understand how to avoid problems.

• Attending this program will help you feel more confident when making hiring and firing decisions.

• Attending this program will help you move your organization forward with well-informed employment decisions while minimizing risk.

Room Number: Wisteria/Portia
Credit Hours: 1.00
Level: Basic
Friday EB2-2 Dental, Vision, and the ACA
Kate McCown
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BGSBS
Dental, Vision, and the ACA
Kate McCown

Kate McCown is Second Vice President and Compliance Officer for the Ameritas and Ameritas of New York Group Dental and Eye Care Division in Lincoln, Nebraska.

Ms. McCown began her career at Ameritas in 1999 and has served in a variety of capacities including business operations and underwriting. In 2012 she was appointed as Director of Health Care Reform and responsible for analysis, advocacy, strategy and implementation related to the Affordable Care Act on state and Federal levels. In 2014, Ms. McGowan was elected to the Board of Directors for the National Association of Dental Plans (NADP), and has served in various leadership roles with the organization relating to Government Relations and exchanges.

She is a member of the Lincoln Young Professionals Group, serves on the Supervisory Committee of the Members Own Credit Union Board of Directors, and a youth mentor through the Team Mates Mentoring Program.

Wait! Medical plans include dental and vision? That's right. ACA regulations require medical carriers to offer pediatric dental and vision benefits to individuals and small groups. This session details the who, what, when and why of these new benefits, and points out key differences for clear understanding of the ACA's effect on ancillary benefits, and the options employers can offer to clients in various market segments.
The key take-away points from Kate’s presentation includes:

• Understand what Essential Health Benefits are, and who they apply to.

• Understand various options are available to meet compliance requirements with the ACA for groups subject to the Essential Health Benefit packages.

• Understand what constitutes Minimum Essential Coverage for purposes of the Employer and Individual Shared Responsibility provisions (aka Employer and Individual mandate).

Room Number: Tamarind/Guava
Credit Hours: 1.00
Level: Basic
Friday EB2-3 Benefit Strategies - A Gumbo of Options
Jane Cooper
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BGSBS
Benefit Strategies - A Gumbo of Options
Jane Cooper

Jane Cooper is founder, President and CEO of Patient Care, the nation’s leading Advocacy Company, based in Milwaukee, WI. The company began operations in August, 2001 and helped create the advocacy industry. Ms. Cooper has over 25 years’ experience in the health care industry, serving in management positions for 20 years.

Ms. Cooper has a Bachelor's of Liberal Arts from Augustana College in Illinois and a Master's of Art from Western Illinois University, with a major in speech and communication.

She has served as a preceptor for the Department of Health Systems Management of the Tulane University School of Public Health and Tropical Medicine and currently serves on the board of Wisconsin State Health Information Network (WISHIN) and consults to various health care companies.

Insurance benefits are changing rapidly and becoming much more complex. This session provides information on the key components that need to be in place for a successful benefit program. It provides the metrics that need to be in place to measure success.

The Speaker will also cover new programs being introduced in the marketplace such as defined contribution, private exchange, referenced based pricing and transparency.

Three case studies will be presented (small, medium and large companies fully insured and self-funded). The impact of the ACA on benefit strategies will also be covered. Attendees will receive a checklist of items to assist with benefit strategies.

The key Take-away points from Jane’s presentation include:

• The role of a benefits broker and how to select a broker.

• Gain knowledge of funding arrangements, including fully insured, self-funded, partially self-funded, HSA and HRA.

• Gain understanding of new types of networks, plan design and benefit strategies being offered in the Wisconsin marketplace.

Room Number: Mangrove/Aralia
Credit Hours: 1.00
Level: Basic
7:45 AM to 8:30 AM
Friday All Attendee Breakfast Keynote
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Friday All Attendee Breakfast Keynote
Room Number: Suites A-H
8:30 AM to 9:45 AM
Friday L4-1 Battling the Stone Age Brain for Peak Performance
Julie Henszey
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BGT
Battling the Stone Age Brain for Peak Performance
Julie Henszey

Julie Henszey, ACC, MLS, is a performance and executive coach and founder of Next Step Goals, a leading coaching firm in the Milwaukee area. She is widely recognized as an expert in empowerment and goal attainment. Her solo travel to Tanzania to climb Mt. Kilimanjaro and a goal to complete 100 triathlons demonstrate her commitment to growth as she helps others explore their own career and personal potential.

Julie is credentialed through the International Coach Federation, has worked as a faculty member at Marquette University for 14 years, and has lived in Norway, Iceland, and Australia. She is the author of Ten Critical Strategies for Finding Fulfillment in a Hectic World and in addition to coaching, offers a backpacking trip to the Grand Canyon each year to unplug from the stress of daily life and all technology even cell phones.

The moment we become conscious each morning, our brain jumps into caveman mode. It interferes with getting things done, being creative, and most of all, taking appropriate risks.

Our brains are hard-wired for negativity to pay five times more attention to negative stimuli than positive stimuli. They are like Velcro for bad thoughts and Teflon for good ones. If we rewire our brain, we can fix this prehistoric trait. Leave your wire strippers at home, but please bring along a brain to work on.
The key take-away points from Julie’s presentation include:

• Identify the benefits of rewiring the neural networks in the brain and understand the reason we’re wired for negativity.

• Apply four steps that make up the brain's response process to enhance judgment and interrupt reactive negative internal messaging.

• Practice employing four strategies to change one's automatic responses.

Room Number: Wisteria/Portia
Credit Hours: 1.25
Level: Basic
Friday L4-2 Mindfulness - Why HR Leaders should Pay Attention
Dana Lobocki, Jennifer Pulvermacher
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ABSS
Mindfulness - Why HR Leaders should Pay Attention
Dana Lobocki and Jennifer Pulvermacher

Dana Lobocki is a Human Resources consultant with 20 years of experience in Fortune 500 manufacturing and professional services industries. Dana’s Wisconsin area clients include Johnson Controls Inc., Brady Corporation, Robert W. Baird and Quad/Graphics.
Prior to consulting, Dana held HR management positions with ExxonMobil and was a Global Talent Management director with Hewitt Associates. She earned a Master’s degree in Human Resources Management from the University of Illinois and resides in the Milwaukee area.
Throughout her career, Dana has witnessed the difficulties leaders and employees face in maintaining focus amid demanding work environments.
She has also observed the impact increasing technology use is having on employee attention. These factors have sparked an interest in her to investigate the role mindfulness might play in helping organizations cultivate greater clarity and focus in their workforce.
In addition to HR consulting, she also serves as a partner at Mind-Groove LLC, an organization that teaches mindfulness practices to individuals, organizations and community groups.
Jennifer is a Management Consultant with over 25 years of experience in business strategy, organizational change management, and communication. Jennifer has facilitated major change and strategic efforts, including mission/vision development, social business strategy, and process redesign. Her clients include Fortune 500, mid-market, and small businesses, primarily in professional services, healthcare, and manufacturing industries. Jennifer is also a certified yoga instructor. She works with individuals, groups, and corporate clients on aligning mind, body, and breath through the practice of yoga.
Following the well-publicized adoption of mindfulness programs by blue chip companies such as Google, General Mills, Aetna and Goldman Sachs, many HR leaders are exploring similar programs for their own organizations. In this talk, you’ll hear the reasons why organizations are introducing mindfulness, what both science and their employees are saying about it and some important considerations you should make before undertaking your own program.
The key take-away points from Dana and Jennifer’s presentation include:
• Participants understand what corporate mindfulness programs are and the extent to which they are being adopted by US organizations.

• Participants understand why organizations are introducing such programs what they hope to achieve with them.

• Participants learn about the important considerations they should make before undertaking such programs.

Room Number: Tamarind/Guava
Credit Hours: 1.25
Level: Advanced
Friday L4-3 Hiring and Managing from the Ground Up: Building Your Brand Internally and Externally
Maren Hogan
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ASBSE
Hiring and Managing from the Ground Up: Building Your Brand Internally and Externally
Maren Hogan

Maren Hogan is a seasoned marketer, writer and business builder in the HR and Recruiting industry. She is the founder and CEO of Red Branch Media, an agency offering marketing strategy, marketing and PR outsourcing, and though leadership to HR and Recruiting Technology and Services organizations internationally. A consistent advocate of next generation marketing techniques, Hogan has built successful online communities, deployed brand strategies in both the B2B and B2C sectors, and been a prolific contributor of thought leadership in the global recruitment and talent space. Hogan speaks and writes on all career and workforce related subjects. Her clients include Fortune 500 companies and SMBs around the globe.

A serial entrepreneur, she sold one of her first companies in 2010 and another in 2012 to New Media Expo. Hogan received her Bachelor of Science in Communications and has been serving in B2B marketing for over 14 years. She has served as Chief Marketing Officer and board member for over ten companies in the last seven years.

"Hiring and Managing from the Ground Up: Building Your Brand Internally and Externally" Based on lessons Hogan has learned while building her firm Red Branch and from working with the foremost vendors in the HCM space, she’ll share strategies and ideas culled from her 3 years of growing a one woman consultancy into an international marketing and advertising agency.

From startup hiring tips, to managing a diverse team, to planning out employer branding initiatives, Hogan will tell you how she did it, where she went wrong and how building and managing the team right created the need for technology enablement. Learn how to hire from the ground up, manage without fear and implement change no matter where your team resides and get the tools and processes to do it!

You’ll leave with solid workflows, a branding calendar and tool recommendations to make 2016 the year you hire right, no matter what size your organization is.

Speaker Outline:

I. Introduction: Story that illustrates how hiring and managing any team is difficult if you don’t have an HR background.
• When I realized that the point in this story wasn’t only my issue, but an issue of thousands of other business owners.

• Point out the difference between understanding a concept and actually implementing it within your own company.
II. Each of the below sections will have a sample of deliverable attached (available for download or distribution).
• Branding the company comes first. Unless you do that correctly, sourcing will be impossible. Acknowledge that is more difficult for those with less control in large organizations. (Branding calendar)

• Sourcing: Find out where the talented people are.

• Recruiting: Tool list

• Interviewing: Tool list, best question.

• Screening/Selection: Speech and script.

• Setting expectations/Onboarding: Training schedule, speech

• Management: Tools and Workflows

• Comp & Benefits: Questions to ask, your funnel
III. Summary-
The key take-away points from Maren’s presentation include:
• How to rely less on busy work and more on workflows and repeatable processes.

• How to use tools and technology to reduce bottlenecks and logjams in the recruiting and management process.

• How to adjust the A status quo on HR initiatives to more accurately reflect your organizational priorities.

Room Number: Mangrove/Aralia
Credit Hours: 1.25
Level: Advanced
Friday L4-4 Marijuana, Drug Testing, and Today's Workplace
Terri Dougherty, SHRM-CP, PHR
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BGSBS
Marijuana, Drug Testing, and Today's Workplace
Terri Dougherty

Terri L. Dougherty, PHR, SHRM-CP, is an Associate Editor on the Human Resources Publishing Team at J. J. Keller & Associates, Inc. She joined J. J. Keller in September 2011 and is a subject matter expert on drug testing, marijuana, and medical marijuana in the workplace. She has delivered webcasts and presentations on these topics, answers customer questions related to drugs and drug testing, and has reviewed drug testing policies for companies nationwide.
Terri also monitors information about human resources legislation and writes for J. J. Keller manuals, newsletters, and online services. In addition, she oversees the editorial content of the employment law poster line from J. J. Keller and Associates.
Marijuana is the most commonly used illegal drug and its use is on the rise. Shifting cultural views toward marijuana and the legalization of the drug in some states can make it a source of confusion for both employers and workers. The benefits of a drug-free workplace have not changed, however.
Employers need to know their rights with regard to testing for the use of marijuana and other illegal drugs, and enforcement of drug-free workplace policies.
The key take away-points from Terri’s presentation include:

• How federal actions and state laws are contributing to a changing cultural view toward marijuana use.

• How a drug-free workplace policy benefits both employers and their workforce.


• Employer rights relating to a drug-free workplace, as well as drug testing for marijuana, medical marijuana, and other illegal drugs.


Room Number: Marula/Aloeswood
Credit Hours: 1.25
Level: Basic
Full
Friday L4-5 Coaching: A Powerful Tool to Transform Leaders
Jenny Banner
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IT
Coaching: A Powerful Tool to Transform Leaders
Jenny Banner

Jenny Banner, SPHR, is a high-achieving developer of business solutions who understands the human side of organizations and change. She has more than 15 years of progressive human resources experience supporting clients with organizational development, leader and employee development, strategic planning, technology implementations, talent acquisition and onboarding, performance management, and establishing company culture.

Jenny has served in human resource roles at FirstPerson, Fusion Alliance, Fifth Gear, and the Indianapolis International Airport. She’s also consulted on talent management projects at Fortune 500 companies Anthem and Eli Lilly & Company.

Jenny graduated from Indiana University with a degree in English. She also completed coursework for a master’s degree in industrial and organizational psychology at Indiana University-Purdue University Indianapolis. Jenny is an Achieve Global certified trainer, an AMA certified Myers-Briggs administration, a Certified Professional Coach (CPC) candidate, and a certified Senior Professional in Human Resources.
Organizations use coaching both as a stand-alone development tool and integrated within broader leadership or succession initiatives. Though coaching holds the power to transform leaders, most organizations report both successes and failures.

So what coaching methods actually work? In this session you will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works. We'll discuss the techniques coaches use to develop leaders.

You'll also learn how to effectively implement coaching in your organization (such as how to select coaching participants, who makes a good coach, and the various ways you can incorporate coaching into your development initiatives).
The key take-away points from Jenny’s presentation include:

• Participants will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works.

• Participants will be able to identify the techniques coaches use to develop leaders.

• Participants will learn how to effectively implement coaching in their organizations (such as how to select coaching participants, who makes a good coach, and the various ways coaching can be incorporated into development initiatives).

Room Number: Tamboti
Credit Hours: 1.25
Level: Intermediate
Friday L4-6 Sell Reward Programs to Top Management
Neil Lappley, Richard Sperling
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TI
Sell Reward Programs to Top Management
Neil Lappley & Richard Sperling

Neil Lappley heads a human-resources consulting practice that focuses on the development and implementation of reward and recognition programs that impact clients’ results. He has worked as a compensation and human-resources consultant for over 30 years.

Neil has comprehensive experience in compensation systems, including executive compensation, salary management, sales-force incentive plans, board of director compensation, market-pricing, development of compensation surveys, and performance management. Neil holds Bachelors and Masters Degrees from the University of Wisconsin-Madison.

Rich Sperling formed Sperling HR, LLC, in 2009 after 30 years in human resources and consulting. Before establishing Sperling HR, Rich was a Senior Consultant at Hay Group.

Rich works with clients to build jobs, organizations, and reward programs that support and enable their business strategies and objectives.

Rich holds an MBA from Northwestern University and a BS from Yale University. He is a frequent author and speaker on jobs, organization, and rewards.

Reward programs don’t happen unless they are embraced by top management. Reward programs compete for funds with manufacturing, marketing, sales, engineering, and every other function in the organization.

To sell reward programs to top management, we need to show that the programs produce results that the leaders care about results that enhance organization performance and produce positive financial outcomes.

This workshop focuses on methods to identify, articulate, and value the outcomes of new or modified reward programs in terms that are meaningful to business leaders. We will provide client examples of ways to sell reward programs and changes to business leaders.
The key take –away points from Neil’s & Rich’s presentation include:
• How to develop reward program proposals that engage top management.

• How to assess reward programs in terms of organization performance and financial outcomes.

• How to identify, articulate, and value reward program outcomes.

Room Number: Cypress
Credit Hours: 1.25
Level: Intermediate
Friday L4-7 Diversity and Inclusion in the Workplace
Tina Norman
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ISBS
Diversity and Inclusion in the Workplace
Tina Norman, PHR

Tina Norman is a HRBP Director with Ameriprise Auto & Home Insurance, De Pere WI. Tina graduated from UW-Platteville with a degree in Psychology. She obtained her master’s degree in Management and Organizational Behavior from Silver Lake College and holds the Professional Human Resource (PHR) and SHRM Certified Professional (SHRM-CP) certifications. Before entering the Insurance Industry, she spent 16 years in the Transportation Industry, spending 15 of those years with Schneider National, Inc, where she started her career working in the business, eventually making her way into Human Resources. For the past seven years, Tina has worked in Human Resources and has enjoyed every minute of it!

Learn about how Ameriprise Auto & Home Insurance has built a culture that embraces, celebrates, and includes diversity and inclusion in the workplace. Learn about their Employee Networks, six of which are active in our WI location, to include who is welcome to join and what events they sponsor/get involved with. In addition, understand the benefits of why incorporating diversity and inclusion in the workplace is important and some ideas on what you may consider within your organization.
Attendee takeaways include: 1) Benefits to having a specific diversity and inclusion in the workplace plan 2) Examples of how to incorporate diversity and inclusion into an organizations culture

Room Number: Banyan
Credit Hours: 1.25
Level: Intermediate
Friday L4-8 Going Postal: Managing Threats of Violence at Work
Jennifer Walther
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ISBS
Going Postal: Managing Threats of Violence at Work
Jennifer S. Walther

Jennifer S. Walther has been exclusively representing employers in labor and employment matters since 1990. Ms. Walther defends employers in employment litigation in federal and state courts, and administrative agency proceedings.

Ms. Walther also regularly counsels employers on all aspects of the employment relationship, including risk management and issues related to discrimination, harassment, disabilities, wage and hour, worker’s and unemployment compensation, employment contracts, employee handbooks, discipline and discharge, reductions in force, drug testing, FMLA issues, and ADA compliance.

Ms. Walther received her B.A. degree with honors from the University of Wisconsin in Madison. She is a cum laude graduate of the Georgetown University Law Center, 1990.

Unfortunately, threats of violence are a fact of life in the workplace. Threats can come from disgruntled, enraged or mentally ill employees or temporary workers within an organization, or from people outside an organization including customers, employees, family members, former employees, contractors, or others.

Occasionally, threatening workplace situations turn into serious acts of violence, and workplace violence is the leading cause of death in the workplace, making workplace violence a foreseeable risk that should be managed. In addition, the way a crisis situation is managed as it unfolds threatens the integrity or hard-built reputation of a company, usually brought on by negative media attention.

Thus, employers should be equipped to effectively prevent, prepare for and respond to workplace violence incidents to minimize harm, and should be prepared for effective crisis communication to manage the potential harm to the company that can ensue.
The key take-away points from Jennifer’s presentation include:

• Learn how to prevent, prepare for and respond to incidents of workplace violence, to minimize harm to company employees and visitors.

• Learn how to be prepared with a crisis communication plan before a crisis hits and how to implement the plan in the event a crisis hits.

• Learn steps for managing the consequences of a threat, including notifications, counseling and treatment, operational issues, and after-action reports.


Room Number: Ironwood
Credit Hours: 1.25
Level: Intermediate
Friday L4-9 Using Coaching as a Tool to Improve Retention
Dr. Victor Schueller
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BGSBS
Using Coaching as a Tool to Improve Retention
Dr. Victor Schueller

Dr. Victor Schueller is an executive coach, speaker, and author and is known as a highly-sought-after communication health expert. He is known for helping businesses come up with innovative and creative solutions that also increase profits and improve retention through healthy communication practices without losing business growth or valuable employees in the process.

Dr. Schueller has authored two popular books on self development and dealing with negativity, criticism, and conflict. He is recognized as one of the world's top self-development bloggers and also hosts his own radio show on Blog Talk Radio called The Quantum Communicator, where he has interviewed nationally and internationally-acclaimed experts who share their knowledge and advice on how to live more cooperatively and compassionately.

Victor has worked as an executive and life coach, helping people learn how to experience well-being and fulfillment through changing the way they talk to each other. His development of the "Quantum Communicator" method is the latest chapter in his mission to help businesses learn how to develop healthy communication through practices in seven different dimensions of wellness.

Victor lives in Kiel, Wisconsin with his wife and two daughters.
One of the most common reasons why employees choose to leave their current employer is because of their relationship with their supervisor. What happens when you keep losing employees or they are threatening to leave because they can't seem to get along with one particular supervisor? Maybe you're at a crossroads, because you know that valuable and key employees are leaving, but you can't cut ties with the "problem" supervisor, because they are invaluable to the organization. It's just that they lack the healthy communication skills to manage their relationships with their subordinates. What do you do? Do you try to manage the situation in house? Or, do you consider turning to a third-party coach to help fix the situation? Many seemingly irreparable negative employee relationships can be salvaged through coaching. Best practices for selecting, hiring, and working with a coach will be addressed in this session.
Attendees will gain a better understanding of the circumstances for which third-party coaching may be a preferable option to deal with their current employee communication and relationship problems, what questions they need to ask and what they need to do in order to successfully integrate coaching for maximum cooperation and success, and the common pitfalls within a coaching arrangement and how to avoid them for the most effective results.

Room Number: Crown Palm
Credit Hours: 1.25
Level: Basic
Friday L4-10 Overcoming obstacles to return employees to work
Peg Kramer
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BGAC
Overcoming obstacles to return employees to work
Peg Kramer

Peg Kramer, AIC, CPCU is a Claims Counselor at Hausmann-Johnson Insurance. She was formerly employed by QBE where she worked for over 20 years as an all lines claims adjuster and later managed the Workers Compensation Claims Department. In addition to her insurance designations, Peg holds a bachelor's degree in Criminal Justice and Psychology from UW Platteville.

Your work family is very similar to your own family - so how do you influence them to do what you need them to do? Charm? Begging? Bribery? In this session you will learn how to educate and use your creative talents to sell the idea of Transitional Return to Work to your management.

We will cover a variety of topics including: light duty work, creating temporary jobs, finding temporary work inside and outside of your organization, working with the treating practitioner, how to work with owners, supervisors and fellow employees, the importance of designating a concierge for injured workers and statues governing Workers Compensation.
The key take-away points from Peg’s presentation include:

• Educating your management on the value of Transitional Return to Work and demonstrating the value of this program for the injured employee and your company.

• Creating temporary work activities within and outside of your organization.

• Tips on working smart and saving time by recognizing the parallels between the "trinity" of Workers Compensation, ADA and FMLA.

Room Number: Bamboo
Credit Hours: 1.25
Level: Basic
10:00 AM to 11:15 AM
Friday L5-1 Civility in the Workplace
Stephanie Bellin
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BGAC
Civility in the Workplace
Stephanie Bellin

Stephanie received her Bachelors of Business Administration from The University of Wisconsin-Madison with an emphasis in Human Resources. Directly out of college she worked for Target Stores as a Human Resources Manager, Guest Services Manager and Assistant Store Manager.

After leaving Target she worked for McCain Snack Foods as a Human Resources Manager and then on to Trega Foods as an Operations/Human Resources Manager. At that point she decided to take a break from the work force and stay home with my three children, and for the last seven years, she have been working for ThedaCare.

At Work as an Employer Services Trainer. Most of my position consists of doing on-site training for various companies throughout the state and beyond, in several different areas - civility, harassment, reasonable suspicion, stress management, mindfulness, surviving job loss, managing the change curve, wellness, family/work balance, dealing with difficult people, etc. I get to meet so many great people. I love what I do and the bonus is, it works for my family!

If you believe that workplaces work smarter, better, and happier when people get along, come to this presentation and start living it! Learn about the Wondrous Power of Nice and its five key principles. Walk away with tools and tips of things you can start doing today to make your environment a more civil and kinder place to be.

Learn how to embrace the notion that it is ok to dislike some of the people you encounter daily, but learn techniques to manage the interchange more effectively; doing so in a way that leaves dignity and respect intact. You will walk away motivated to build a kinder workplace and "be the change you want to see!"
The key take-away points from Stephanie’s presentation include:

• Recognition that we all, at every level of an organization, make mistakes in civility daily, are responsible for the position we are in and have power in the pause - the time between action and reaction.

• Discover the six principles of civility and the importance of each principle as it pertains not only to the workplace, but to all aspects of life.

• Embrace and practice five tools to creating a more civil workplace and life through real life examples. Whether these be tools you personally use, or teach and coach the employees in your organization, they are all beneficial and motivational. Walk away energized to make civility the rule, not the exception by discovering that civility starts and ends with you.

Room Number: Wisteria/Portia
Credit Hours: 1.25
Level: Basic
Friday L5-2 Using Influence & Impact: Becoming an Effective HR
Cathy Missidiline
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ISBSE
Using Influence & Impact: Becoming an Effective HR Leader
Cathy Missidiline

Cathy Missildine has extensive experience in many areas of strategic Human Resources Management. Cathy has worked closely with executives in the areas of performance, productivity, organizational metrics, training, employee and customer engagement, workforce planning, organizational design and strategic implementation. Her past experience in operations and sales management in the technical, insurance and hospitality industries has given her a broad understanding of business issues and a solid foundation for building performance enhancing systems that support the business.

Cathy is a graduate from Kennesaw State University where she earned an MBA with an emphasis Human Resource Management and Development. She is also a member of the Society for Human Resources Management (SHRM) and holds their professional certification, Senior Professional in Human Resources (SPHR).

Cathy is currently serving as Immediate Past President for SHRM-Atlanta for 2014, where she is working to execute the strategy to Move HR Business Partners to Business Leaders.

Now, that the economy seems to be getting better, companies will be razor focused on growth. HR has been focused on keeping their companies productive and profitable through the recession. Now, it’s time for HR to raise its game, assisting their companies while in growth mode.

HR has been delivering on the business partner model for over a decade. It’s time to discuss what leaders expect from HR today. It’s no longer good enough to partner with our leadership team; it’s about influencing and leading that team towards better business results. Cathy Missildine will discuss the journey in becoming a BUSINESS LEADER within an organization

The key take-away points from Cathy’s presentation include:
• Understand the importance of Business Acumen in transitioning to business leader.

• Recognize roadblocks in the process and understand how to overcome those.

Understand what the business really needs from HR now and in the future.

Room Number: Mangrove/Aralia
Credit Hours: 1.25
Level: Intermediate
Friday L5-3 Behavioral Based Safety and Decision Making
Dave Anderson
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AAC
Behavioral Based Safety and Decision Making
Dave Anderson

Dave Anderson is an expert dealing with business risk and compliance needs. Dave’s extensive experience affords him the ability to assist his clients with practical real-life business solutions. His dynamic coaching style combined with clear-thinking and honest advice prompts businesses to explore solutions to improve on their bottom line.

With over 20 years of professional experience in all aspects of EH&S as well as Human Resources, Dave is known as an expert in the industry. Dave has been responsible for all EH&S matters including OSHA, MSHA, EPA, DNR, ATF, DOT and other regulatory agency inspections - having over 20 unexpected inspections per year.

Dave’s pro-active attitude on accident prevention and belief in a safe workplace has put Anderson 360 Solutions at the top of the Industry.

Dave earned a Bachelor of Science degree from the University of Whitewater with a major in Occupational Safety and Health.

People are surprised when accidents occur, but in reality, accidents are preventable. A safety culture in the workplace involves everyone to create attitudes, practices and policies that incorporate safety for awareness, prevention and education.

The lack of identifying hazardous conditions and the mistakes one take with their behaviors are the leading factors in all accidents. Why does this happen? Where is the commitment? What does it really take to make a difference?

This session will teach us to better understand how the brain functions and why people makes the choices they do and how we can better identify hazardous conditions and foster better decision making skills.
The key take-away points from Dave’s presentation include:

• Better understand how the brain functions.

• Why people makes the choices they do.

• How we can better identify hazardous conditions and foster better decision making skills.

Room Number: Mangrove/Aralia
Credit Hours: 1.25
Level: Advanced
Friday L5-4 Followership: 4 Secret Skills of Success
Cory Bouck
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BGSBS
Followership: 4 Secret Skills of Success
Cory Bouck

Cory Bouck is the Director of Organizational Development & Learning at Johnsonville Sausage. He is also an award-winning author, international keynote speaker, and an expert in building leaders - a reputation he has earned over twenty years of leading in the military, in academia, in business, and in politics.

He is a graduate of and former leadership instructor at the U.S. Naval Academy, he is a twice-elected politician, and he led award-winning brand and event marketing teams at General Mills, Newell-Rubbermaid, and Johnsonville Sausage.

His new book is The Lens of Leadership: Being the Leader Others WANT to Follow.

In our hyper-competitive world, few people of any generation in today’s workplace are working hard to be known as a great follower but the best leaders began their journey by developing strong followership skills. International business icons like Malcolm Forbes, WalMart’s Sam Walton, Estee Lauder’s Leonard Lauder, Proctor & Gamble CEO A.G. Lafley, and the current CEOs of FedEx, Johnson & Johnson, Verizon, and Clorox all practiced followership relentlessly as they progressed in their careers.

Why? Because all leaders are also followers: they are still accountable to someone else above them. Even the CLO has a boss. Mastering the four roles and secret skills of followership will ensure success, through better cross-generational communication and teamwork, in the paradoxically simultaneous roles of follower and leader.
The key take-away points from Corey’s presentation include:

• Earn a reputation for strong leadership at every level, with every generation, by learning and practicing the four roles and secret skills of great followership.

• Inspire others by setting a sterling example of leadership through your followership.

• Build your career using the same branding tools as Nike, Apple, and Coca Cola so you can market & sell your own authentic accomplishment brand.

Room Number: Marula/Aloeswood
Credit Hours: 1.25
Level: Basic
Friday L5-5 Coaching: A Powerful Tool to Transform Leaders
Jenny Banner
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IT
Coaching: A Powerful Tool to Transform Leaders
Jenny Banner

Jenny Banner, SPHR, is a high-achieving developer of business solutions who understands the human side of organizations and change. She has more than 15 years of progressive human resources experience supporting clients with organizational development, leader and employee development, strategic planning, technology implementations, talent acquisition and onboarding, performance management, and establishing company culture.

Jenny has served in human resource roles at FirstPerson, Fusion Alliance, Fifth Gear, and the Indianapolis International Airport. She’s also consulted on talent management projects at Fortune 500 companies Anthem and Eli Lilly & Company.

Jenny graduated from Indiana University with a degree in English. She also completed coursework for a master’s degree in industrial and organizational psychology at Indiana University-Purdue University Indianapolis. Jenny is an Achieve Global certified trainer, an AMA certified Myers-Briggs administration, a Certified Professional Coach (CPC) candidate, and a certified Senior Professional in Human Resources.
Organizations use coaching both as a stand-alone development tool and integrated within broader leadership or succession initiatives. Though coaching holds the power to transform leaders, most organizations report both successes and failures.

So what coaching methods actually work? In this session you will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works. We'll discuss the techniques coaches use to develop leaders.

You'll also learn how to effectively implement coaching in your organization (such as how to select coaching participants, who makes a good coach, and the various ways you can incorporate coaching into your development initiatives).
The key take-away points from Jenny’s presentation include:

• Participants will learn how to make coaching engagements solutions-focused and how to get leaders doing more of what works.

• Participants will be able to identify the techniques coaches use to develop leaders.

• Participants will learn how to effectively implement coaching in their organizations (such as how to select coaching participants, who makes a good coach, and the various ways coaching can be incorporated into development initiatives).

Room Number: Tamboti
Credit Hours: 1.25
Level: Intermediate
Friday L5-6 Take Care of Top Performers
Neil Lappley, Richard Sperling
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IR
Take Care of Top Performers
Neil Lappley & Rich Sperling

Neil Lappley heads a human-resources consulting practice that focuses on the development and implementation of reward and recognition programs that impact clients' results. He has worked as a compensation and human-resources consultant for over 30 years. Neil has comprehensive experience in compensation systems, including executive compensation, salary management, sales-force incentive plans, board of director compensation, market-pricing, development of compensation surveys, and performance management.

Rich Sperling formed Sperling HR, LLC, in 2009 after 30 years in human resources and consulting. Before establishing Sperling HR, Rich was a Senior Consultant at Hay Group.

Rich works with clients to build jobs, organizations, and reward programs that support and enable their business strategies and objectives.

Rich holds an MBA from Northwestern University and a BS from Yale University. He is a frequent author and speaker on jobs, organization, and rewards.

Top performers matter - and they care about pay. Organizations say they want to reward top performers, but that's not happening the way it can or should. It's not about budgets. Salary increase differentials for top performers actually have gotten larger over the past 20 years, even as budgets have gotten smaller. Still, even these larger differentials remain below needed levels. Rewarding performance is about having the will and the strength to do so.

This workshop highlights ten ways to reward performance - ten ways that organizations have used successfully over many years. This workshop focuses on methods to reward top performers through salary and variable reward programs; it provides client examples of methods that differentiate pay relative to performance, illustrate good incentive program design and show ways to enhance communication of pay programs to employees.
The key take-away from Neil’s and Rich’s presentation include:

• Taking care of top performers is essential - and possible.

• 10 Ways to reward performance - regardless of budget size.

• Communication matters - proven ways to improve reward communications.

Room Number: Cypress
Credit Hours: 1.25
Level: Intermediate
Friday L5-7 The Undercover Candidate
Nora Burns
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IT
The Undercover Candidate
Nora Burns

Nora Burns, SPHR is a Human Resource Professional who specializes in the areas of hiring and team development. Over the course of her 20-plus year career she has had the opportunity to work in blue-collar and white-collar environments, large and small organizations, developing and implementing strategic hiring practices for small businesses and Fortune 500 companies.

Along the way she came to realize it had been nearly a decade since she herself had been a job candidate --- and so The Undercover Candidate was born. Originally from rural Wisconsin, Nora joined the HR profession while studying at UW-Platteville and also worked with WI organizations Placon and Rural Insurance before relocating out of state. She now lives in Denver, CO with Bella (aka the insanely cute labradoodle) and works with client organizations across the United States. She is delighted to return to WI SHRM for our 2015 Conference.

Forcing herself to take a different perspective on the hiring process, Nora A Burns, SPHR participated in over 100 interviews.... not in her typical role as interviewer or hiring consultant, but as a candidate.

Positions applied for ranged from part-time clerical assistant to director of operations in organizations ranging from start-ups to Fortune 100 companies. In her session with HR leaders from across Wisconsin, Nora will share some of the insights gleaned from taking on the candidate role in job interviews when hiring managers and recruiters were unaware that she is actually an expert in employee selection and team development.
The key take-away points from Nora’s presentation include:

• The big three. You'll learn what common mistakes were made across 100+ interviews regardless of organizational size and industry and we'll discuss some easy ways for your organization to jump ahead of the pack.

• Where loss prevention and HR intersect. Nora will share a sampling of security issues encountered along the way that could cost your organization hundreds of thousands of dollars if not remedied.

• Now that I've been your candidate, do I want to be your customer? Participants will hear stories about how organizations are treating job candidates overall and how consistently they are true to their brand.

Room Number: Banyan
Credit Hours: 1.25
Level: Intermediate
Friday L5-8 Don't Let Data Breaches Throw you Off Course
Ragan Cheney
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ASBS
Don't Let Data Breaches Throw you Off Course
Ragan Cheney

Ragan Cheney brings a wealth of knowledge in insurance defense litigation, risk avoidance and in recruiting and retaining key employees. Since joining Associated Financial Group in 2007, Ragan works regularly with public and private employers on HR compliance issues involving recruitment, leaves of absences, workplace accommodations, unlawful harassment, as well as social networking and data breach compliance issues. Additionally, she supports companies with employee benefit compliance issues involving ERISA, COBRA, HIPAA and workplace wellness.

She is a welcomed guest at many executive round table meetings as well as SHRM conferences in Wisconsin and Minnesota. Ragan is also recognized as possessing superior skills in building relationships and motivating individuals to help establish valued cultures in both corporate and non-profit sectors.

She is licensed to practice law in Wisconsin, Pennsylvania and New Jersey. Ragan graduated from West Virginia University College of Law, Order of Barristers, and received a B.S. in Psychology from West Virginia University.

Join us to learn about the trends in cyber-attacks and data breach threats and about what policies, procedures and insurance coverage(s) organizations can leverage to reduce the impact of the increasing threats. The potential the risks associated with the digital realm require leaders at all levels of an organization to proactively implement safeguards to protect their organizations electronic data and themselves.

Recent headlines focus blame for cyber-attacks and data breaches far beyond human resources and IT departments. We will examine the current trends, uncover where many claims are coming from and discuss who may be held liable if your organization is the next target.
The key take-away points from Regan’s presentation include:

• Is your organization’s leadership having crucial conversations around these potential risks?

• Are the actions you are taking today to protect your organization’s digital assets sufficient to withstand the Monday morning quarterbacking that will occur after a cyber-incident or data breach?

• Could your lack of preparation make your leadership team personally liable in the event of a data breach?

Room Number: Ironwood
Credit Hours: 1.25
Level: Advanced
Friday L5-9 Speak with Persuasive Power & Professional Presence
Tracy Butz, CSP
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I
Speak with Persuasive Power & Professional Presence
Tracy Butz

Tracy Butz, owner of Think Impact Solutions, is an inspirational keynote speaker, captivating author and successful consultant. She has 20 years of experience actively engaging both large- and small-size audiences from a wide range of industries, including the US Army, Motorola, and Subway Restaurants, just to name a few. Her reputable experience includes working as Director of Learning & Development for a regional mutual insurance company, where she was responsible for talent management and employee development. She is well known for engaging individuals and organizations with actionable tools, empowering them to live more productive, passionate and purposeful lives.

Speaking effectively conveys authority, influence, and success! This program helps you learn expert techniques of polished speakers and presenters. You’ll learn how to organize and focus your thoughts, plan an organized strategy for your content, incorporate an effective introduction and closing, use examples and stories to add greater impact, and apply skillful techniques for speaking professionally.

Learn how to take your information and transform it into a high impact and memorable presentation. Get ready to gain people's attention, project a confident image, convey knowledge and expertise, and positively influence your listeners.
The key take-away points from Tracey’s presentation include:

• Plan content and ideas into an organized format and discover strategies to impact how memorable your message is to an audience, compelling them to want to learn more.

• Discover how to go from dull to dynamic as a speaker or presenter, focusing on professional presence, how listeners absorb information, visual and verbal cues to avoid, and numerous engagement strategies and tools.

• Captivate the attention of the audience, convey knowledge and expertise, positively influence your listeners to take action, and remain poised and professional while speaking with less nerves and greater confidence.

Room Number: Crown Palm
Credit Hours: 1.25
Level: Intermediate
Friday L5-10 The 4 Key Elements of Corporate Culture
Kevin Kowalke
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SACBS
The 4 Key Elements of Corporate Culture (and how to make the most of them)
Kevin Kowalke

Kowalke has been on a mission to develop a predictable formula for a company focused on developing it's purpose and culture in order to create an environment where employees can thrive while being committed to the overall mission. As a Marketing Analyst who focuses on people as a company's most valuable asset, Kowalke has been able to bring his formula to life in industries from banking, medical, health, service, dental, and countless others.
In an economic environment where loyalty is an after thought, Kowalke believes you can "break the rules" when it comes to the development and retention of employees when you begin with setting the standard for recognition of personal and professional achievement. Regardless of industry, people will always desire acknowledgement and validation for job related duties done well. Kowalke is convinced having a "people-first" approach will give you a greatest opportunity at being the industry leader when it comes to attracting top talent.
In a "Transitional Market" it is more difficult than ever to attract, retain and develop workforce talent. Key players are inundated with new opportunities to take their creativity and motivation elsewhere. Royal Recognition breathes new life into corporate cultures by focusing on four key elements: Acknowledgement, Development, Appreciation and Commitment.
Within the definition and implementation of these four key areas determines whether a company will have tumultuous turnover or breathtaking staff tenure. Harness the full potential of your corporate culture as Royal Recognition shares the secret to winning the talent war.

Room Number: Bamboo
Credit Hours: 1.25
Level: Basic
12:15 PM to 1:30 PM
Friday All Attendee Keynote Presentation
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Jon Petz
“It’s Showtime…And Life is not a dress rehearsal”

Life is a stage and we all have a finite time in which our curtains will be open. It’s what you do with your time in the spotlight and how you make a difference in your personal and professional life that counts.

High performance speaker, top selling author and performer, Jon Petz, will have WI SHRM attendees delving into your current thought and business processes and learning how to create SHOWTIME moments that are memorable. Re-engaging the passion and pride that each of you represent in your companies and how you can engage your employee base to do the same.
Together, we will:
· Grasp the importance of MAKING things happen, not watching them happen
· Identify and create “Showtime” moments to empower high performing organizations.
· Reinforce the significance and impact that one generalist, payroll manager, HR professional or employee can have at any moment
We’ll never have more time than we do right now. How will you lead when that HR spotlight shines?

Jon is the founder of Bore No More ™, an idea lab for increasing personal and employee engagement. He is the author of three books, two of which reaching National Best Selling lists; Boring Meetings Suck (2011) & Significance . . . In Simple Moments (2014).

The USA Today, Wall Street Journal, CNBC, ABC News, Success Magazine and many other media outlets have covered the success of Jon Petz as an author, thought leader and engagement expert. American Business Journals named him a top 40 business professionals under the age of 40. As a comedy magician, he’s appeared on NBC, CBS, FOX, Food Network and has opened for groups from the American Idol Tour to Rascal Flatts.

Room Number: Suites A-H
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