Wednesday, May 24, 2017 (8:30 a.m. to 4:00 p.m.)
8:30 to 9:45 a.m.
The Future of HR
Steve Patscot, Spencer Stuart
HR Professional Track
10:00 to 11:00 a.m., Session 1A
The Intersection of National Culture and Team Dynamics
Jeffrey Cookson, Language & Culture Worldwide, LLC
This interactive session introduces well-researched dimensions of national culture and how they relate to co-worker and team dynamics. Participants consider and explore, for example, how differences and similarities in employees' sense of identity (individualism-collectivism), comfort with ambiguity (low-high uncertainty avoidance) and level of directness (low-high), among other dimensions, can impact perceptions and needs regarding how best to approach conflict, what makes an effective coworker, and what's considered respectful and professional behavior. After examining several dimensions of culture and related concepts, participants explore LCW's D-I-N model of navigating cultural differences in relation to real world case scenarios. Participants discuss how such information can be put to use in one's own organizational context, completing a corresponding action plan. Relevant tools, models and frameworks will be provided.
- Deepen understanding of dimensions of national culture and explore interplay between such dimensions.
- Learn LCW's D-I-N model for navigating cultural difference and sameness.
- Enhance capacity for working with, and explaining to other people, differences in national culture.
- Practice relevant skills.
11:15 a.m. to 12:15 p.m., Session 2A
Coaching, It’s Not Just for Athletes Anymore
Lisa Pook, MRA – The Management Association
There was a time when coaching was reserved for senior executives, or it was an activity that suggested the leader had big problems to correct. Fortunately that’s not the case anymore.
Developmental coaching benefits individuals and organizations by preparing employees for senior leadership positions, accelerating a new manager’s assimilation, building bench strength, and improving a leader’s ability to build high-performing teams or to overcome career-limiting behaviors. Learn how to leverage the benefits of coaching for your organization and
- Check your organization’s readiness for developmental coaching
- Review best practices for integrating coaching into your organization’s talent systems
- Identify strategies for developing a coaching culture
1:30 to 2:30 p.m., Session 3A
Moving From Me to We: Embracing the Millennial Mindset
Michelle Spehr, The Benefit Services Group, Inc.
By 2025 Millennials will make-up 75% of the global workforce. Is your organization prepared for the most difficult sociological transition employers have faced in 40 years? Do your current health and well-being initiatives inspire all employees (including millennials) to bring their best selves to work each day? Join Michelle Spehr to explore organizational attributes that support a thriving workforce culture and the relationship between individual and organizational shared values, purpose, health, well-being, and engagement.
10:00 to 11:00 a.m., Session 1B
The ACA in 2017: How Changes to the ACA Could Affect Your Organization
Michael Victorson and Karen Breitnauer,M3 Insurance
Understanding the ins and outs of health care reform legislation has been important for decision makers since 2010. With new leadership in Washington, D.C., staying in the loop is more important than ever. During this session we will cover:
- The latest legislative and political developments in regards to the Affordable Care Act.
- An overview of key compliance changes that may affect your offers of health insurance coverage to employees/dependents.
11:15 a.m. to 12:15 p.m., Session 2B
Time-Off Plans: The Changing Landscape
Compensation Director, MRA – The Management Association
In the past few years there have been considerable changes that impact the design of time-off plans. Changes range from the rapid adoption of local paid sick leave ordinances to the increasing utilization of paid parental leave. How do these changes impact your time-off programs? In this session we will review the pros and cons of various policies and discuss potential future strategies that might be appropriate for your organization. Topics of discussion will include:
- Overview of time-off programs and their importance to your overall benefit plan.
- Paid sick leave laws and the impact on time-off plans.
- PTO versus traditional plans: Trends and choosing an appropriate strategy for you.
- Paid Parental Leave: Prevalence and considerations for policy adoption.
1:30 to 2:30 p.m., Session 3B
Shawn Gulyas, La Macchia Group
HR Technology Track
10:00 to 11:00 a.m., Session 1C
How Employers are Using HR Tech to Engage, Educate and Entertain
Carrie Barth, Lockton Companies
Employee engagement is a huge buzzword in the HR and business world, but what does it really mean? As an employer, what can you do to make sure your employees are engaged and performing at the highest possible productivity levels? Don’t worry; you don’t have to do it alone. There are numerous technology solutions available to help you address the issue of employee engagement. This session will introduce you to technology and show you how to leverage that technology to improve and maintain high levels of employee engagement.
11:15 a.m. to 12:15 p.m., Session 2C
HR Technology Evaluation & Selection – Tools & Tips for Small/Medium Businesses
Jacqueline Kuhn, HRchitect
Looking for your first or a replacement HRMS? Looking to add strategic modules like recruiting, on-boarding or performance management? Uncertain about how to get started? Join Jacqueline Kuhn, EVP of HCM Strategic Consulting Services for an "HR Technology 101" session designed specifically for small and medium businesses. Jacqueline will show you how to get started with HR technology – the basics of an HR technology strategy, an overview of the types of solutions and vendors in the marketplace today, and tips to optimize the effectiveness of your human resources department through your HR technology. Jacqueline will walk you through the basics of identifying your requirements, show you how to organize your team and sponsors, give you an overview of the vendor evaluation & selection process, and offer best practices to manage the implementation process. Jacqueline will share with you the results of our most recent survey on use of text messaging and mobile devices and explain how these technologies need to be included in your purchasing decisions. The goals for this session are to make sure that you understand how to choose the best-fit HR technology for your organization and that you’re delivering real benefits to the business. Whether you’re looking at HR technology for the first time or are upgrading from an outdated system, this session will give you the methodologies that work for SMB’s.
1:30 to 2:30 p.m., Session 3C
Rewards & Risks of HR Technology
Kate Bischoff, tHRive Law & Consulting
Technology is cool. It changes how we work. HR technology is even cooler. It changes how we work with employees and the employment decisions we make. Games to attract candidates, analytics to weed through mountains of résumés, and activity trackers to monitor productivity are all technologies that HR can buy and use today. They all come with risks, including the possibility of discrimination claims and data security issues. So, how does an HR department adopt new-fangled technology without losing the human touch and keep the risks of tech adoption at bay? In this session, attendees will learn about emerging technology in the HR space and how they can use this tech to improve their workplaces while mitigating the inherent risks.
- Participants will learn about new technology available for HR Identify risks associated with HR technology.
- Participants will learn different strategies to mitigate risks associated with HR technology.
2:45 to 4:00 p.m.
Can You Fire the Chronic Complainer?
Scott Paler and John Gardner, DeWitt Ross Stevens S.C.
Chronic complainers in the workplace not only present business challenges and morale problems, but obvious legal risks as well. They are almost always the first to cast blame and the most willing to file post-employment lawsuits. This session will present concrete tips for dealing with chronic complainers. Among other things, it will provide best practice tips for investigating the types of complaints that chronic complainers might bring, and suggestions for timing separations, documenting terminations, and handling severance issues.
Steve Patscot is a member of Spencer Stuart’s global Human Resources Practice, where he advises CEOs, boards and senior human resources executives on leadership and succession planning issues. His expertise is also at work in the firm’s Life Sciences and Private Equity practices. Steve has been awarded Spencer Stuart’s prestigious Lou Rieger quality award for outstanding client service. Steve is a graduate of the University of Wisconsin with a bachelor’s degree in psychology and a master's degree in industrial and labor relations. He completed the healthcare executive education program at Northwestern University’s Kellogg School of Business. He serves on the board for Junior Achievement of Wisconsin and is a guest lecturer in the HR Master’s program at UW Madison.
Raised in a bilingual home and with 20+ years' experience in HR, Jeffrey Cookson specializes in the design and implementation of intercultural competence and inclusion programs. Cookson has provided Intercultural Development Inventory (IDI) feedback to several hundred individuals and groups, teaches in the School of Graduate Studies at Saint Mary's University of Minnesota and holds a Master's of Fine Arts. Recent conference presentations include the National Multicultural Women's Conference, the National Association of Female Executives, the Society for Intercultural Education, Training and Research (Europe & USA) and The Forum on Workplace Inclusion.
Michael Victorson is President and Chief Executive Officer of M3 Insurance. Mike graduated from Augustana College with a degree in communications and political science. In 1992, he joined M3 in client services. Mike advanced to account executive and then sales manager, after which he became Executive Vice President of the employee benefits division. Mike became M3’s President in 2003 and CEO in 2005. Mike currently serves on the boards of M3 Insurance and the Council of Insurance Agents & Brokers (CIAB).
Karen Breitnauer is the Senior Compliance Attorney at M3 Insurance. In her role, Karen provides information and advice on compliance issues through client education and consultation. She serves as the senior legal staff resource on employee benefits compliance surrounding Health Care Reform, COBRA, HIPAA, FMLA, ERISA and more. Karen is M3’s expert on Health Care Reform (HCR). Since December 2012, Ms. Breitnauer has presented at nearly 100 speaking engagements to trade associations and business groups on the Affordable Care Act. She is the lead author on M3 advisory resources, such as our Health Care Reform Tracker and HCR updates/fact sheets, and has been published in statewide publications. Karen has also hosted numerous roundtables and leads M3’s monthly client HCR webinar.
Lisa Pook's unique experiences and insights help MRA member companies improve their effectiveness. Whether it’s working at an organizational level on talent management strategies or change management, facilitating work groups to improve teamwork, or coaching individuals for better interpersonal interactions, Lisa’s focus is on practical, successful outcomes. Lisa is part of MRA’s instructional staff and a member of MRA’s coaching team, providing executive, management, and employee coaching. Lisa has organizational development and training experience in industries ranging from service organizations to nonprofits and manufacturing.
Michelle Spehr, MA, M.Ed., MCHES, CWWPC, CWF is a Health and Wellness Consultant with The Benefit Services Group, Inc. specializing in the strategic direction, planning, and design of employer-sponsored health promotion and well-being initiatives. In 2015 Michelle was recognized as the Employee Benefit Advisor (EBA) Wellness Adviser of the Year. Prior to joining BSG, Michelle worked for the University of Wisconsin-Madison School of Medicine and Public Health at their Center for Tobacco Research and Intervention. She is a 2008 graduate from Carroll University where she earned a master’s degree in health education. She also holds a master’s degree in communication from the University of Wisconsin-Milwaukee. Her professional credentials include certifications as a Worksite Wellness Program Consultant (CWWPC), Master Certified Health Education Specialist (MCHES) through the National Commission for Health Education Credentialing, Inc. and Certified WELCOA Faculty (CWF) from the Wellness Council of America.
Shawn is the Vice President of Human Resources at La Macchia Enterprises (LME). He has worked with LME for over 20 years and has helped shape the company’s culture and direction on the wellness front. The bottom-line success from LME wellness programming allowed for 8 years of no premium increases to team member’s benefits. LME’s unique approach to wellness – LME365 – is built around the company’s pillars of purpose, balance, nutrition and movement. It is best summed up in one of the organization’s core values – Be Well, Work Well, Live Well.
An enthusiastic management-side attorney and SHRM-SCP/SPHR-certified human resources professional, Kate advises organizations in a wide range of industries on employment law and employment decisions, from recruitment and workplace culture to terminations. Her strengths include ensuring human resources policies and practices are compliant with federal and state laws, training employees and managers on equal employment opportunity and other supervisory topics, and handling investigations into employee grievances and complaints. Kate’s passionate about improving company culture and using technology (social media and data analytics) in the workplace. Follow her on Twitter at @k8bischHRLaw.
Scott Paler is a partner at DeWitt Ross Stevens S.C., one of Wisconsin's largest law firms. He serves as Chair of the Firm's Labor and Employment Practice Group. Scott has extensive experience advising companies on employment issues such as hiring processes, wage and hour practices, non-compete agreements, disciplinary investigations, and terminations. He has also helped defend companies in a wide variety of employment lawsuits, and litigated general commercial disputes.