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Pre-Conference
Workshop
Wednesday,
April 11, 2007 - 9:00 am-Noon
Fees: $145 Members/$195 Nonmembers
Coaching
for Leaders and Managers: An Overlooked Retention Tool
Presenter: Dale Biron, Core Action Associates, Inc.
Handout
This
workshop will help managers hone and accelerate the development of
their coaching skills to help build the type of environment that
today’s most sought after employees are looking for. No other set
of skills has a greater impact on staff learning, commitment and
performance than those presented in this workshop!
General
Sessions
Trends
in Independent Banking
Nancy Sheppard, President & CEO, Western Independent Bankers
Handout
A look
at what’s hot in today’s environment and what’s impacting banks.
The
CEO’s Perspective - HR as a Strategic Business Partner
Mike Perdue, President, Pacific Western Bank & Chairman,
Western Independent Bankers
Hear
from an industry leader on his ideas of how HR professionals should
interact with the CEO and Compensation Committee, and what kind of
metrics you should be providing to enhance these partnerships.
The
HR Professional’s Perspective: How to Earn a Seat at the Table
Rick Miller, SVP/HR Director, Tri Counties Bank
Joni Watson, EVP/HR Director, Heritage Oaks Bank
Handout
Hear
from a panel of senior HR professionals, who are part of their bank’s
executive management team, about how to articulate your position
while earning a seat at this coveted table.
Compensation
Strategies for Recruitment & Retention
Gayle Appelbaum, VP, Clark Consulting
David Chun, CEO, Equilar, Inc.
Handout
This
session is a must for anyone involved in compensation, recruitment
and retention! Our speakers will discuss current innovative
strategies being utilized in the market and will provide best
practices you can implement at your bank.
Tapping
into the New Generation of Employees
Kurt Williams, Senior Consultant, AmeriBen/IEC Group
Handout
A
recent report indicates that banks need to develop the young staff
needed to replace the legion of workers set to retire in the next
decade. So far, banks are having a problem developing staff from Gen
Y. Learn what motives and rewards these employees, and what you
should be doing to develop the future of your bank.
Secrets
of a Change Warrior: What HR Leaders of Independent Banks Must Know
About Change and Transition (Luncheon Speaker)
Dale Biron, Co-Founder, Core Action Associates, Inc.
Handout
In
this presentation you will learn how world-class organizations and
change-management leaders handle both transitions and changes, in
order to create vital, robust and sustainable success.
Concurrent
Sessions
Incentive
Compensation for Lenders
Gayle Appelbaum, VP, Clark Consulting
Judy Ker, VP/HR Director, Bank of Idaho
David Weiant, SVP, Director of Corporate Banking, Professional
Business Bank
Handout
Incentive
programs are even more important than ever to keep the top
producers. Hear from a banking panel about their views on what
works, what doesn’t and why.
Finding
& Growing Your Own
Charla Fraley, SVP/HR
Director, Columbia River Bank
Rick Miller, SVP, HR Director, Tri Counties Bank
Lynn Paylor, SVP, HR Director, The Bank of the Pacific
Handout
Our
panel of bank HR professionals will share their experiences with: a
management training program similar to the big banks’ programs of
yesteryear; a teller training school; and an alliance between a
bank, colleges and universities that help to funnel interns into the
bank.
Credit
Training Programs
Kerry Curtis, VP, Education & Conferences, Western Independent
Bankers
Kathy Lostetter, VP, Director of Training, Bank of the Sierra
Handout
Do you
find it difficult to recruit experienced lenders or train current
lenders? Learn what programs are available to your bank that will
allow you to train and retain the staff needed to grow the bank.
Succession
Planning Throughout the Bank
Kurt Williams, Senior Consultant, AmeriBen/IEC Group
Handout
Organizations
need to start now to identify and develop the next generation of
leaders. Even if you have started, chances are you maybe behind in
being prepared for the future. This session will cover processes to
identify high potentials, development and training programs,
communication strategies, retention strategies and tools. Learn
about some best practices that can assist you in strategically
managing and developing your talent.
Peer
Group Sessions
These
sessions allow for independent bank professionals to share issues
and solutions unique to their positions in a small, closed setting.
You’ll be able to ask pointed questions of interest to other HR
professionals.
2007
Advisory Committee
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Joni
Watson, Advisory Chair, Executive Vice President/HR
Director, Heritage Oaks Bank, CA
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Charla
Fraley, Senior Vice President/HR Director, Columbia River Bank, OR
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Annaliesa
Hein, Vice President/HR Officer, American River Bankshares, CA
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Judy
Ker, Vice
President/HR Director, Bank of Idaho, ID
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Rick
Miller, Senior Vice President/HR Director, Tri Counties Bank, CA
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Cathy
Mosby, Senior Vice President/HR Director, Venture Bank, WA
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Lynn
Paylor, Senior
Vice President/HR Director, The Bank of the Pacific, WA
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Pamela
Stalcup, Vice
President/HR Manager, Tamalpais
Bank, CA
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Click on the links below to view and print Speaker Handouts