HR Conference Notebook

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1 HR Conference Notebook 2018 Farm Credit Foundations HR Conference September 25-27, 2018

Table of Contents Agenda... 3 Tuesday, September 25... 3 Wednesday, September 26... 3 Thursday, September 27... 5... 6 Tuesday, September 25... 6 Wednesday, September 26... 8 Thursday, September 27.

2 Table of Contents Agenda... 3 Tuesday, September Wednesday, September Thursday, September Tuesday, September Wednesday, September Thursday, September Actionable Items Extra Note Pages Presenters Passkey is the New National Discount Program The National Discount Program you have trusted for over 20 years is now bigger and better. Powered by FCC Services, Passkey still delivers all the great savings you ve enjoyed in the past, but we ve added new offers and launched a better website. Use your existing username and password to log in at and discover savings on everything from tickets to telephones, cars to computers. Not a registered member yet? It s fast, easy, and FREE for all Farm Credit System employees, directors, and retirees. Just visit Come unlock the deals today! Page 2

3 11:00 a.m. - 1:00 p.m. Registration InterContinental Hotel 1:00 p.m. - 1:30 p.m. Welcome Teresa Heath-Alva, CEO, FCF 1:30 p.m. - 2:45 p.m. The Future of Work Kim Lear, Inlay Insights 2:45 p.m. - 3:05 p.m. Break Conference Agenda All sessions are in Passport Ballroom 2 unless otherwise noted. Tuesday, September 25 3:05 p.m. - 4:45 p.m. Sharing Innovative Ideas and Successful Practices Facilitated by FCF Team Members 4:45 p.m. - 4:50 p.m. Wrap and Set Up for Day Two 4:50 p.m. Adjourn Day One 5:15 p.m. - 6:45 p.m. Reception Altitude Bar (12th floor of hotel) Wednesday, September 26 7:00 a.m. - 8:15 a.m. Breakfast Passport Ballroom 3A/3B 8:15 a.m. - 8:25 a.m Introduction to Day Teresa Heath-Alva, CEO, FCF 8:25 a.m. - 9:25 a.m. Future Retirement Strategy: Use of FCF Employee Demographics Paul Staples, Partner, Central Market Defined Contribution Segment Leader, Mercer 9:25 a.m. - 9:35 a.m. Break 9:35 a.m. - 10:40 a.m. Keeping Morale High and Employees Engaged During Challenging Times - Tactics During a Down Ag Cycle Brenda Frank, President and CEO Yankee Farm Credit 10:40 a.m. - 11:00 a.m. Break Page 3

4 Conference Agenda Wednesday, September 26 11:00 a.m. - 12:00 p.m. Breakout Session I I am Baaaack! Focusing on Former Employees Returning to Work Passport Ballroom 3C Karen Barnes, Benefit Consultant, FCF Jim Miettunen, Sr. Retirement Consultant, FCF Mike Nelson, Payroll Manager, FCF Compensation Clinic Odyssey Heidi Nelson, Sr. Compensation Consultant, FCF Beth Ostrem, Vice President, Foundations Consulting, FCF Dayforce: Current State and Future Initiatives Passport Ballroom 2 HRIS and Payroll Teams, FCF 12:00 p.m. - 1:10 p.m. Lunch Passport Ballroom 3A/3B 1:15 p.m. - 2:15 p.m. Breakout Session II Facilitation Techniques to Improve Collaboration Odyssey Michelle Meyer, Manager, Technology and Innovation, FCF Beth Ostrem, Vice President, Foundations Consulting, FCF What are Employers Doing to Attract and Retain Employees (Workplace Trends) Passport Ballroom 2 Melissa Coles, Sr. Vice President, Chief Human Resources Officer, Farm Credit Midsouth Jonna Meyers, Human Resources Generalist, GreenStone Farm Credit Services Financial Wellness and Retirement Education for Their Future - Early Career/Mid-Career Employees Passport Ballroom 3C Karen Barnes, Benefit Consultant, FCF Jim Miettunen, Sr. Retirement Consultant, FCF 2:15 p.m. - 2:30 p.m. Break Page 4

5 Conference Agenda All sessions are in Passport Ballroom 2 unless otherwise noted. Wednesday, September 26 2:30 p.m. - 3:30 p.m. Breakout Session III Dayforce Current State and Future Initiatives (repeat session) Odyssey HRIS and Payroll Teams, FCF Leap into the Future: Evolving Strategies for Learning Passport Ballroom 2 Lynette Campbell, Vice President Organizational Development & Learning, Farm Credit Services of America Finding Meaning in the Data: Trends to Look for in Your Data and the Story it Tells About Your Workforce and its Future Passport Ballroom 3C Michelle Meyer, Manager, Technology and Innovation, FCF Heidi Nelson, Sr. Compensation Consultant, FCF 3:30 p.m. - 3:45 p.m. Break 3:45 p.m. - 5:00 p.m. Off Balance On Purpose: The Future is Work-Life Integration Keynote (Work-Life Balance) Dan Thurmon, Motivation Works 5:00 p.m. Adjourn Day Two 7:00 a.m. - 8:00 a.m. Breakfast Passport Ballroom 3A/3B 8:00 a.m. - 11:15 a.m. The Future of FCF Benefits Cindy Burkel, Vice President, Employee Benefits, FCF Davin Kangas, Vice President & Consulting Actuary, Aon HealthyReturns - A Review of Year Five and Sneak Peak of New Features Emily Rathjen, Senior Strategic Account Executive, StayWell Ashley Anderson, Program Manager, StayWell 11:15 a.m. - 11:30 a.m. Wrap Up Teresa Heath-Alva, CEO, FCF 11:30 a.m. Adjourn Thursday, September 27 Page 5

6 The Future of Work Tuesday, September 25-1:30 p.m. - 2:45 p.m. Passport Ballroom 2 We are in the midst of a period of great change in the workplace. Established leaders are reaching retirement age, hierarchies are flattening, the traditional American Dream is being re-examined, and our relationship to work is evolving. The time has come to challenge conventional thinking and explore bold new approaches to recruitment, retention, succession planning, and leadership development. Supported with cutting edge research and category leading case studies, this session will take a deep dive into the emerging trends shaping our workplace. Key objectives of session: Uncover how demographic shifts impact the workplace Explore how our relationship to work has changed Explore best and worst case studies from organizations who are finding success or failure in this new world of work Provide actionable solutions for successful knowledge transfer as more leaders hit retirement age Presenter u Kim Lear, Inlay Insights Page 6

7 Sharing Innovative Ideas and Successful Practices Tuesday, September 25-3:05 p.m. - 4:45 p.m. Passport Ballroom 2 Come prepared to discuss actions taken or considered that will prepare your organization for the future. Through a facilitated process, you will have the opportunity to discuss a number of relevant topics with your peers. Presenters u Facilitated by FCF Team Members Page 7

8 Future Retirement Strategy: Use of FCF Employee Demographics Wednesday, September 26-8:25 a.m. - 9:25 a.m. Passport Ballroom 2 Learn more about the latest defined contribution trends, including insights on employee attitudes and preferences for employer-sponsored financial wellness assistance. This session will also describe the process and findings of a recent participant demographic and investment evaluation of the Farm Credit Foundations Defined Contribution / 401(k) Plan and how this will help guide our future retirement plan strategy. Presenter u Paul Staples, Partner, Central Market Defined Contribution Segment Leader, Mercer Page 8

9 Keeping Morale High and Employees Engaged During Challenging Times Tactics During a Down Ag Cycle Wednesday, September 26-9:35 a.m. - 10:40 a.m. Passport Ballroom 2 While common sense says keeping morale up and employees engaged is important, research by Watson Wyatt Worldwide demonstrates it is even more critical during difficult times. They found companies with high employee engagement levels enjoyed 200% greater profits during difficult economic times than those who had disengaged employees. Please join us in a discussion with Brenda Frank, CEO for Yankee Farm Credit, as she discusses tackling the challenge of keeping morale high and employees engaged during a down ag cycle. Presenter u Brenda Frank, President and CEO Yankee Farm Credit Page 9

10 Breakout Session I - I am Baaaack! Focusing on Former Employees Returning to Work Wednesday, September 26-11:00 a.m. - 12:00 p.m. Passport Ballroom 3C This session will focus on your role in the process and the steps needed to successfully rehire a former employee or retiree. Members from Farm Credit Foundations benefit and payroll teams will address two specific areas 1) rehiring a former employee and 2) retirees returning to work. Presenters u Karen Barnes, Benefit Consultant, FCF Jim Miettunen, Sr. Retirement Consultant, FCF Mike Nelson, Payroll Manager, FCF Page 10

11 Breakout Session I - Compensation Clinic Wednesday, September 26-11:00 a.m. - 12:00 p.m. Odyssey This interactive session will focus on your compensation challenges and opportunities. Participants will be able to ask compensation related questions and share their successful compensation practices. Possible topics include responding to Loan Officers receiving job offers with much higher compensation, retaining employees who aren t in a pension, and reasons to complete a pay equity analysis. Presenters u Heidi Nelson, Sr. Compensation Consultant, FCF Beth Ostrem, Vice President, Foundations Consulting, FCF Page 11

12 Breakout Session I - Dayforce: Current State and Future Initiatives Wednesday, September 26-11:00 a.m. - 12:00 p.m. Passport Ballroom 2 This session will dig into all things Dayforce. Focusing on the current open items, fixes, enhancements and initiatives while covering tips, tricks, tools and the Dayforce app. Presenters u HRIS and Payroll Teams, FCF Page 12

13 Breakout Session II - Facilitation Techniques to Improve Collaboration Wednesday, September 26-1:15 p.m. - 2:15 p.m. Odyssey The workforce is changing and the ability to create highly effective collaboration will be even more important in the future. There are multiple ways to engage participants in brainstorming, problem solving and thinking sessions. In this session we ll share some of our favorite facilitation techniques and provide guidance on when and how to use the techniques. Presenters u Michelle Meyer, Manager, Technology and Innovation, FCF Beth Ostrem, Vice President, Foundations Consulting, FCF Page 13

14 Breakout Session II - What are Employers Doing to Attract and Retain Employees (Workplace Trends) Wednesday, September 26-1:15 p.m. - 2:15 p.m. Passport Ballroom 2 Are you doing same thing but expecting a different outcome when it comes to recruiting and retention? This session will feature information from a wide variety of associations that will share best practices. Be prepared for an interactive session with a lot of discussion. Presenters u Melissa Coles, Sr. Vice President, Chief Human Resources Officer, Farm Credit Midsouth Jonna Meyers, Human Resources Generalist, GreenStone Farm Credit Services Page 14

15 Breakout Session II - Financial Wellness and Retirement Education For Their Future - Early Career/ Mid-Career Employees Wednesday, September 26-1:15 p.m. - 2:15 p.m. Passport Ballroom 3C Preview a workshop intended to discuss a broad range of financial wellness topics, including retirement planning, that are top of mind to this segment of your population. We ll be soliciting your feedback on this new workshop developed by John Hancock and Foundations. Presenter u Karen Barnes, Benefit Consultant, FCF Jim Miettunen, Sr. Retirement Consultant, FCF Page 15

16 Breakout Session III - Dayforce: Current State and Future Initiatives (repeat session) Wednesday, September 26-2:30 p.m. - 3:30 p.m. Odyssey This session will dig into all things Dayforce. Focusing on the current open items, fixes, enhancements and initiatives while covering tips, tricks, tools and the Dayforce app. Presenters u HRIS and Payroll Teams, FCF Page 16

17 Breakout Session III - Leap Into the Future: Evolving Strategies for Learning Wednesday, September 26-2:30 p.m. - 3:30 p.m. Passport Ballroom 2 Are we ready for the next generation of learners? In response to ever-changing technology and its impact on our workforce, now is the time to have the conversation on radically rethinking our approaches to learning and development. First, we must start with desired goals and make sure training is even the answer to the question. What result do we want? Then, design and delivery must be rethought. What valueadded interventions will actually work? How can we meet both the organization s goals and our learner s expectations? Amidst this ambiguity and uncertainty, we know one thing for sure. We can t keep doing the same thing we ve done for decades. We must leap into the future and take risks. Now. Are you ready? Session Objectives: Learn to stop being a training order-taker and focus on goals, performance and results. Evaluate old-school techniques and consider more effective ways to design and deliver training. Start small, take risks, add value. Presenter u Lynette Campbell, Vice President Organizational Development & Learning, Farm Credit Services of America Page 17

18 Breakout Session III - Finding Meaning in the Data: Trends to Look for in Your Data and the Story it Tells About Your Workforce and its Future Wednesday, September 26-2:30 p.m. - 3:30 p.m. Passport Ballroom 3C Data is a remarkable tool for understanding the state of the workforce. This session will discuss analyzing results of workforce analytics and sharing how to use them in human capital planning. Presenters u Michelle Meyer, Manager, Technology and Innovation, FCF Heidi Nelson, Sr. Compensation Consultant, FCF Page 18

19 Off Balance On Purpose: The Future is Work-Life Integration Keynote (Work-Life Balance) Wednesday, September 26-3:45 p.m. - 5:00 p.m. Passport Ballroom 2 Achieving a perfect balance between the demands of work and the complexities of life is an intriguing, desirable concept. It s also completely unrealistic. The common way of pursuing balance is entirely inadequate: We sell short our best efforts, burden ourselves with guilt, and exhaust our energy. Instead, we need to make an ongoing effort to infuse life into the workplace, and to let go of the notion of being perfectly balanced. Dan provides a new model for viewing work objectives. Instead of being separate or competing with life, they are a vital and connected component. Successful work-life integration fosters excellence, innovation, and loyalty among employees. Therefore, this session becomes the catalyst for an ongoing and transformational conversation and plan of action. As a result of attending this program, attendees will be able to: Manage their energy and time more effectively. Improve their ability to focus on the task at hand. Understand that Perfect Balance is an unachievable goal. Adopt an Off Balance On Purpose approach as a realistic and empowering alternative. Utilize Lifelines to integrate the aspects of life. Have supportive and appropriate conversations with their peers about life outside the workplace. Presenter u Dan Thurmon, Motivation Works Page 19

20 The Future of FCF Benefits Thursday, September 27-8:00 a.m. - 11:15 a.m. Passport Ballroom 2 Day three of the conference will focus on the competitive landscape of benefits and how that shapes the future of Farm Credit benefits Benefits Index results will be shared along with the communications strategy, trends, and 2019 benefits plans design. Presenters u Cindy Burkel, Vice President, Employee Benefits, FCF Davin Kangas, Vice President & Consulting Actuary, Aon Page 20

21 HealthyReturns - A Review of Year Five and Sneak Peak of New Features Thursday, September 27-8:00 a.m. - 11:15 a.m. Passport Ballroom 2 Ashley and Emily will be presenting an overview of performance in year five of the HealthyReturns program, including participation metrics, health risks and risk change, summary of onsite activities and an update on the wellness champion network. A sneak peek of the new, mobile first platform will be shared. Presenters u Emily Rathjen, Senior Strategic Account Executive, StayWell Ashley Anderson, Program Manager, StayWell Page 21

22 Actionable Items Review your notes from each session and your reflections following each day of the conference. Take some time to write down ideas for next steps you could take in your workplace to apply what you ve learned Page 22

23 Additional Notes Page 23

24 Additional Notes Page 24

25 Presenters Ashley Anderson Program Manager StayWell Karen Barnes Benefit Consultant Farm Credit Foundations Cindy Burkel Vice President, Employee Benefits Farm Credit Foundations Lynette Campbell Vice President Organizational Development & Learning Farm Credit Services of America Melissa Coles Senior Vice President, Chief Human Resource Officer Farm Credit Midsouth Brenda Frank President and CEO Yankee Farm Credit Teresa Heath-Alva CEO Farm Credit Foundations Davin Kangas Vice President and Consulting Actuary Aon Kim Lear Inlay Insights Page 25

26 Presenters Michelle Meyer Manager, Technology and Innovation Farm Credit Foundations Jonna Meyers Human Resources Generalist GreenStone Farm Credit Services Jim Miettunen Senior Retirement Consultant Farm Credit Foundations Heidi Nelson Senior Compensation Consultant Farm Credit Foundations Mike Nelson Payroll Manager Farm Credit Foundations Beth Ostrem Vice President, Foundations Consulting Farm Credit Foundations Emily Rathjen Senior Strategic Account Executive StayWell Paul Staples Partner Central Market Defined Contribution Segment Leader Mercer Dan Thurmon Motivation Works Page 26

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