Conferences & Education
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2008 HR & Training Forum May
7-8, 2008 |
Click the links below (where available) to view and print selected speaker presentations |
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Program Information
Pre-Forum Workshop
Wednesday, May 7 - 9:00 am-Noon
Optional/Separate fee applies
De Novo Banks & Member Banks - $125
Nonmember - $175
Essentials of Training Plans – Getting the Biggest Bang for Your Buck
Presenter: Jim Hopkins, CEO, JK Hopkins Consulting
When designing any type of training plan, we must decide what types of learning events to use. But first, we must know our objectives, our learners and our available resources. Using a dash of training-needs analysis, a pinch of instructional design, and a cup of adult learning principles, we begin to prepare a solution that won’t fall apart before it is done cooking. Whether participants are creating strategic, career or program plans, the key is the awareness of how each ingredient will work so the learner rises to success. Learn the ADDIE Leaning Model (Analysis-Design-Development-Implementation-Evaluation) for a complete solution to your training needs.
General Sessions
Overview of Industry Trends & Challenges
Nancy Sheppard, President & CEO, Western Independent Bankers
The importance of HR & Training’s role in the organization is critical to the continued growth of your bank. This session will provide an overview of the industry and challenges faced by many community banks today.
Recruitment & Retention: What’s Your Value Proposition?
Kimball Norup, Chief Marketing Officer, M Squared
We are in a war for talent! Why should an employee or potential employee want to come to or stay at your bank? Have you experimented with management level flexible staffing models that give your top talent more reason to stay and grow? This session will give you progressive strategies and tools to ensure that you have what it takes to convince candidates and employees that their decision to be at your bank is a wise one.
The Frontline: Weakest Link or Strongest Asset? How to Hire and Educate Your Most Powerful Employees
Rebecca Doepke, Director of Training and Culture Change, NewGround
Research shows that 25% of frontline staff is dissatisfied with key support mechanisms that are intended to facilitate the development of customer relationships. 24% of consumers say the frontline are the only people they speak to at a financial institution. These numbers present a doomsday scenario when you consider that most institutions have a 20-30% turnover rate. To succeed, you must learn how to plug this leak and teach your employees how to be better customer advocates. This session will help you show you how to define who you are as an organization and how to hire the staff that matches your brand promise, culture and customers and; how to understand the difference between culture education versus and employee training. You’ll leave knowing how to how to equip your staff with the tools they need to move beyond transactions.
Our Bank IS One of “The Best Places to Work” – We’re on the List that Proves It!
Tracey Larson, AVP, Organizational Development & Policy Manager,
Bank of American Fork
Brian J. Kelly, President & CEO, Charter Oak Bank
Donald Sowers, SVP & Director of HR, Bank of the Sierra
You’ve seen the lists in business magazines or newspapers. Have you ever wondered what it takes to be recognized in your community? Is the effort worth it? Our panel of experts will provide you answers to these and more questions. Learn from those who have gone through the process. Following a short break after the presentation, attendees will go into peer session discussions on Making Your Bank One of the Best Places to Work.
Leading the Next Generation, Unlock the Mysteries for Senior Management
Rich Weissman, President & CEO, DMA
With multiple generations in the workplace today, meeting the needs of these of this diverse workforce can be difficult and challenging even for the most seasoned professional. As stewards of your banks human capital, the challenge falls to you to make it all work. This session will focus on how HR & Training can help bridge the gap between the generations, especially senior management and younger generations, while assuring regulatory compliance.
Concurrent Sessions
Addressing Incentive Compensation
Plans in a Changing Economy
Bart Penfold, EVP/Managing Director, DHR International
Richard Miller, SVP/HR Director, Tri Counties Bank
With economic challenges, and recent forecasts predicting growth and profits will be lower for many banks, incentive compensation plans are now less attractive as a retention tool. In order to compete in the marketplace, for the best talent, you need to know what your competition is doing and how these impact your ability to retain your employees and keep them motivated.
Mark Anderson, Senior Partner, Banc Intranets
Stacy Walker, West Division System Consultant Manager, ADP
This session will focus on how to use the latest in technologies to help streamline the HR function in your organization and improve training within your bank. Learn about the use of intranets and HRIS as effective HR and training tools.
Partnering with Experts to
Improve Benefits Administration
John Melbon, President, Benefit Partners
Karen Chamberlin, VP/HR Manager, Heritage Oaks Bank
What can you do to improve benefits, reduce costs and improve bank efficiencies while making your employees happier? We’ll discuss the questions you should ask when determining whether to keep benefits managed benefits in-house and how to determine if outsourcing makes more sense. In addition, this session will discuss current hot benefit issues such as FSAs and HSAs.
Managing Performance During
Difficult Times
Derrick Harris, Silverton Bank
Managing employees is never an easy task in the best of times. But, when the market changes and the economy turns, well, your job gets that much harder. Attend this session and listen as our speaker gives you expert tips and advise on what you can do to increase performance and motivate employees.
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.
Topic will be Making Your Bank One of the Best Places to Work

