Upstate Total Upstate Total Rewards Rewards

AssociationAssociationMeeting – ESL Federal Credit Meeting – ESL Federal Credit

UnionUnionTuesday, July 27, 2010Tuesday, July 27, 2010

9:15 am – 11:30 am9:15 am – 11:30 am

AgendaAgenda9:15 – 9:25 Welcome and Introductions9:25 – 9:35 Committee Updates9:35 – 9:45 Company Profile9:45 – 11:15 Guest Speaker – Debbie Boutilier, M & T Bank11:15 – 11:30 Questions/Networking11:30 – 2:00 Networking Lunch from Dinosaur

Bar-B-Que

Events Committee Events Committee UpdateUpdate

Co-Chairs Bob Lampka, HSBC

Robert.w.lampka@us.hsbc.com, 716-841-7648

Denise Martin, Kaleida Healthdmartin@kaleidahealth.org, 716-859-8588

Executive Committee Executive Committee UpdateUpdate

• Developing Audit Committee (one volunteer to date)

• Setting up relationships with UB and RIT for speaking and educational opportunities and garnering interest in the field (three volunteers to date)

Events Committee Events Committee UpdateUpdate• WorldatWork certification course C12

Variable Pay held in May in Niagara Falls• 15 individuals took course; 11 from UTRA

and one individual each from Rochester, St. Louis, Erie and Wausau

• Seven signed up so far for September course C17 Market Pricing

Events Committee Events Committee UpdateUpdate• 2011 courses approved: T4 Strategic

Communications in Total Rewards in May and C1 Regulatory Environments for Compensation Progress in September

• Networking lunch implemented at April meeting successful; today’s luncheon is first in the Rochester area

• October meeting host in the Buffalo area is needed: topic to be determined

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Co-Chairs Veronica Gorski, FedEx

Veronica_Gorski@ftn.fedex.com, 716-879-1048

Lisa McLaughlin, ESLlmclaughlin@esl.org, 585-336-1354

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

As of July 27th, 2010 we have:•37 professional members (up by 59% from April)•74 additional are on our mailing list •Total list almost equally split between Buffalo and Rochester •Total membership/mailing list represents 56 companies

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

•Non-Member fees implemented with today’s meeting

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Treasury Statistics:3/31/10 – balance $3,534.24 06/30/10 – balance $8,775.19

Difference due to payment from WorldatWork for May course; paid membership fees and April meeting fees

Communications/Web Communications/Web Design Committee Design Committee

UpdateUpdateCo-Chairs

Chuck Brown, Gibraltar cbrown@gibraltar1.com, 716-826-6500

x3282Rose Sweeney, Rich Products

rsweeney@rich.com, 716-878-8065

Communications/Web Communications/Web Design Committee UpdateDesign Committee Update• Our focus continues to be keeping our

website current and sharing relevant information with members.

• We are exploring options for creating a Members-only section on our website working within the constraints of Yahoo Small Business tools

Communications/Web Communications/Web Design Committee UpdateDesign Committee Update• We are looking for:• Individuals who are interested in being

Champions for the Upstate Total Rewards Association Group that is a part of WorldatWork’s on-line community

• Content for our website

– Contact Chuck or Rose if interested

Communications/Web Communications/Web Design Committee UpdateDesign Committee Update• Check www.upstatetotalrewards.org for:

– Job postings for total rewards positions – Information about upcoming events– Membership/Volunteer Opportunities– Archived material from previous

meetings

Company ProfileCompany Profile

ESL Federal Credit Union

Company ProfileCompany Profile

• Headquartered in Rochester, NY• 20 Branches and 39 ATM’s in greater

Rochester area. Branches in Batavia and Geneseo scheduled to open in late 2010

• $3.9 billion financial institution, serving more than 300,000 members worldwide

• Largest credit union in NYS and ranked in top10% of national credit unions (by assets)

Company ProfileCompany Profile

• 624 employees• People and Organization

Development (POD):– Rewards & Recognition Team – 5– Talent Management Team – 4– Employee Communication Team – 3– Training Team - 6

Company HistoryCompany History

• George Eastman founded Eastman Savings and Loan Association (ES&L) in 1920

• On February 1, 1996, ESL made history by becoming the first mutual savings and loan association to convert to a federal credit union

• Today, ESL Federal Credit Union is chartered, regulated, supervised, and insured by the National Credit Union Administration

Company Info.Company Info.Key differences between a Credit Union

and a Bank:Credit Union Bank

Owned by members. Owned by stockholders.

Members may vote on credit union issues.

Only stockholders may vote on bank issues.

Members may attend annual meeting.

Only stockholders may attend annual meeting.

Earnings are returned to members.

Earnings are distributed to stockholders.

Company StrategyCompany Strategy

• Mission Statement – To meet the financial service needs of ESL customers.

• Core Values: – Integrity– Caring about people– Accountability– Initiative– Teamwork

Recent SuccessesRecent Successes

• Company– New Headquarters!!– Implemented Core Banking System– Business Banking

• Rewards and Recognition Team – Redesign of Retirement Program– Redesign of Performance Management

Program– Redesign of Profit Sharing Plan

Guest SpeakerGuest Speaker

Debbie Boutilier

M & T BankGenerational Differences in

the Workplace

Questions for the group?

Thank you for your continued participation and support