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Special THANK YOU to our Keynote Sponsor

More than just a health insurance company Cigna is a global health service company, dedicated to helping the people they serve improve their health, well-being and sense of security. Cigna makes this happen through a broad range of integrated health care and related plans and services, and proven health and well-being programs that are targeted to the unique needs of our customers, clients and partners.

"At Cigna, we understand that people are unique, and so, too, is their health. In a world of many millions, we see each person defining a healthy life on his or her own terms. It's our aim to be part of that journey, helping people achieve better health and peace of mind along the way." - David Cordani, CEO

The Washington State CUPA-HR Chapter is proud to have Cigna as our Keynote Sponsor.

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L U N C H E O N S E S S I O N

12:30 pm – 1:30 pm

Employment Law Update June 2015

Kellis Borek, Vice President Labor & Employment Services, Archbright

1:30 p.m. – 1:50 p.m. Board Nomination & Election Announcement

1 :50 pm – 1 :55 pm VOYA (ING) Introduction

1 :55 pm – 2 :00 pm LTC Solutions Introduction

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ACA: The State of Health Care Reform

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Kara Craig, Employment Attorney,

Archbright

G E N E R A L S E S S I O N

3:00 pm – 3 :50 pm

“Challenges in Transforming HR”

Open Forum Discussion

Nikki Jackson, Nikki Jackson Consulting

4 :00 pm – 4 :30 pm

VENDOR PRIZE DRAWING

WA Chapter CUPA-HR Chapter Meeting

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SESSION DESCRIPTIONS

5 (HR - General) recertification credit hours. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit. KEYNOTE 9:40 AM – 10:25 AM

“Transforming HR by Any Means Necessary”

Presenter: Nikki Jackson, Principle Owner, Nikki Jackson Consulting Description: This engaging presentation will detail the successful transformation of two public-sector HR departments into strategic business partners. By creating a cross-functional team of internal consultants, promulgating a strong sense of role clarity and guiding principles, aligning stakeholders around common strategic goals, and inviting media and public scrutiny, the two HR departments — The State of Kentucky and Maricopa Community Colleges ---moved from antiquated HR organizations into ones where innovation, transformation, cultural challenge and modernization are key hallmarks. Keynote presenter Nikki Jackson was previously cabinet secretary for personnel for the state of Kentucky, vice chancellor of human resources for Maricopa Community Colleges and VP of HR for Charter Schools USA. Hear how her strategies worked in transforming HR in large and very public sectors.

CONCURRENT SESSION #1 10:30 AM – 11:15 AM Session 1A: Competitive Analysis Tune-up: Using Salary Data

Effectively…and Wisely (Track 1: Key Higher Education HR Professional Expertise and Knowledge)

Presenter: Cary Randow, Owner, Human Resource Planning Group Description: As the economy slowly recovers and employers begin to get back into the recruiting game the “quest” for obtaining salary and benefits data for competitive analysis is growing. The World at Work reports that over two-thirds of its members have increased their surveying over the past several years. For many companies formal surveying is something that they have not done for nearly a decade. Surveying and solid data analysis has become a lost skill. Listen to Cary Randow speak to the current trends and important decisions and tasks employer personnel professionals should be making in order to maximize the effectiveness of this work.

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Session 1B: 2015 Changes for LTC Insurance (Track 4: Accessing/Utilizing Knowledge, Information & Technology) Presenter: Ryder Kimmes, Account Executive, LTC Solutions Description: This educational course provides the perfect refresher of LTC insurance and update for everything you need to know about long-term care insurance in 2015. Colleges and Universities are among the highest participating industry in offering staff and faculty a Group LTC benefit. This course will cover everything from the basics to examining the current legislation and marketplace topics, including: Current and proposed Legislation, Enforcement of Estate Recovery in Washington, Carriers changes that have impacted employers, The current market available to Colleges and Universities, and the future of LTC insurance as a group benefit. This course is designed to be informative and concise; giving you the facts you need about long-term care insurance in the market today and moving forward. Attendees will able to determine if a group plan is right for their employee population, and walk away knowing the keys for success in enrolling the benefit and what options are available to them. Session 1C: Addressing Unconscious Bias and Stereotyping in the

Workplace (Track 1: Key Higher Education HR Professional Expertise & Knowledge)

Presenter: Lorre Allen, Director of Human Resources, UW-School of Social Work

Description: The presentation will discuss the various forms of biases and how individuals develop them. Discuss how various cognitive biases can impact organizational life, which may include employment decisions and the overall working culture. We will explore the organizational risks that are associated when individual biases are present and not addressed. Also, we will review strategies to assist in transforming an organizations culture that embraces diversity and inclusion. Participants will be able to:

Understand how biases are formed. Recognize the relationship that can exist between biases and stereotyping in correlation

to employment decisions. Identify the barriers that led to these biases and the risks organizations face when they

are not addressed and become ingrained in the organizational culture. Explore ways to move through biases in order to build an inclusive working

environment.

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Session 1D: Effective Change Management (Track 2: Building & Developing Self and Others) Presenter: Gail Farmer, Manager of Equal Opportunity & Affirmative Action,

Central Washington University Description: Change Management focuses on the people side of change. It is a critical factor in the success (or failure) of projects that have an impact on operations and processes. During this presentation the speaker will provide a simple and action oriented framework for taking charge of change. She will outline the five key building blocks of effective change management: Awareness, Desire, Knowledge, Ability and Reinforcement. The presenter will provide two case studies to demonstrate how change management principals have been applied at CWU:

1. MyCWU: transitioning from a local intranet system to a one stop, university portal. 2. Time and Attendance: migrating from a paper based process to an electronic based

system of time and absence. CONCURRENT SESSION #2 11:30 AM – 12:15 PM Session 2A: Oh No They Didn't Just Say That!

(Track 2: Building & Developing Self and Others) Presenter: Krischanna Roberson, M.Ed, Director, Bellevue College Description: The presentation will address what micro aggressions are provide insight into the details of various behaviors that occur in academic, professional and personal settings. It will provide insight into the victim and perpetrator perspective and teach self-awareness while exploring the various “isms” such as racism, sexism, classism, etc. that reinforce assumption and misunderstanding. The education will also engage participants in interactive exercises that will provide an understanding on how to positively handle micro aggressive behaviors when they occur.

Discuss & display understanding of micro aggressions (insults, assault, etc.) Discuss & display ways to handle micro aggressions Discuss & understand the impacts of group assumptions

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Session 2B: Fostering Financial Wellness on Your Campus

(Track 1: Key Higher Education HR Professional Expertise and Knowledge)

Presenter: Clint LeGeyt, Vice President, Relationship Management, VALIC Don Harris, Sr. Vice President, National Education Markets, VALIC Description: This session is designed to help human resource professionals understand the importance of providing a sound financial wellness program for improving employees’ financial well-being, and to challenge administrators to think about financial education in new ways. Starting with some of the financial challenges in our current environment, the presentation will include a review of some of the current literature on the stresses that employees face and benefits that employers can realize. In addition, employee attitudes and preferences will be examined for identifying real-world solutions for reaching and motivating participants to participate in wellness programs. Participants will take away innovative suggestions and ideas on how to educate their employees about financially preparing for the future.

1. Understand the influences and how our culture has affected how we manage personal finances.

2. Be able to identify key elements of a financial wellness plan that reaches a wide range of employees

3. List at least 3 reasons why employees and employers can benefit from a financial wellness program

Session 2C: Supporting Real Life Leadership Development for

Student Employees (Track 3: Building & Developing Talent & Your Organization Management)

Presenter: Staci Sleigh-Layman & Kathy Johnson, HR Director at Large and HR

Partner-Student Employment Description: The educational mission of any university extends beyond the traditional classroom. Student workers provide a valuable and necessary work force and in return, they earn money to support their education. CWU believes that the university also has an obligation to student workers to ensure they experience an excellent workplace and they build expectations and skills for “the real world.” Student employees also energize the university work environment. They have new ideas, are enthusiastic and willing to try new things. They often have a positive effect on regular employees. This workshop will provide lots of ideas, and templates, for programs which address the development of student employees. Examples of programs include:

“Excel to Excellence Part I and Part II:” These workshops for student employees explored strategies for success in the workplace. Student Employment partnered with supervisors to present different topics.

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“Wildcat Student Employee Leadership Program:” Through a submission and evaluation process, a cohort of student employees is invited to a series of workshops and experiences to enhance their leadership skills.

Current students are partnered with alumni who acted as a mentors in leadership development. Campus leaders serve as program presenters.

“Pilot Program” for HR student employees. This program sought to give student

employees exposure to all HR areas including benefits, recruitment and development, employee relations, equal opportunity/affirmative action, etc. Students served on search committees, project teams, shadowed various employees, etc.

Session 2D: Relationships Are Reciprocal (Track 2: Building & Developing Self and Others) Presenter: Ron Marks, Organizational & Professional Development Specialist,

Western Washington University Description: How do you conduct strategic questioning that is faithful both to a relationship and to a shared outcome? This intention of this session is to provide an introduction to the connection between inquiry and advocacy in a consulting relationship, in order to begin designing strategic conversations.

LUNCHEON SESSION 12:30 PM – 1:45 PM

Employment Law Update 2015 (Track 1: Key Higher Education HR Professional Expertise and Knowledge)

Presenter: Kellis Borek, Vice President Labor & Employment Services,

Archbright Description: What’s new in Employment and Labor for mid-year 2015 and where do employers sit in the first six months of the year. Wage & hour, Supreme Court update, EEOC activity, Leave Laws, NLRB cases affecting union and non-union employers, hot handbook policies, what’s to come in 2015/16 and more!

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CONCURRENT SESSION #3 2:10 PM – 2:55 PM Session 3A: ACA: The State of Health Care Reform

(Track 1: Key Higher Education HR Professional Expertise and Knowledge)

Presenter: Michael Rask, AON-Hewitt Description: The Affordable Care Act is dramatically impacting the way universities administer, offer and fund their employee benefit plans. Many organizations are faced with rethinking how to offer (and pay for) benefit programs to their valued faculty and staff. Having a clear understanding of this changing landscape is crucial to developing short-term goals and long-term strategy. During this presentation you will learn:

ACA’s impact up till now. What you need to prepare for in the near future. What is the long term impact/future for compliance with this law?

Session 3B: Postcards from the Future: Financial Knowledge For Women

Nearing Retirement (Track 2: Building & Developing Self & Others)

Presenter: Bodil Stevns, Wealth Management Advisor, TIAA/CREF Description: Women face different challenges than men in preparing for retirement, on average living longer, being out of the workforce 11 years, and earning less. At the same time, 70 percent of the mothers in the U.S. manage their family's finances. The TIAA-CREF workshop leader would cover the topics including:

Identifying your “retirement vision” – how much you’ll need and when; Define the simple steps to getting your finances on track to help reach your ideal

retirement in 10 to 15 years; Learn the unique characteristics of retirement plans from 403(b)/401(a) to IRAs to

annuities to help you determine which work best for you. This is an interactive, workshop style seminar and works best with 30 – 40 attendees although it can be tailored for a smaller audience.

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Session 3C: The Annual Review is Dead? Or Use it or Lose it! (Track 4: Accessing/Utilizing Knowledge, Information & Technology) Presenter: Amy Wilson, Director of Human Resources, LifeCenter Northwest Description: A blow-by-blow description of the reasoning and process of changing from an Annual Performance Review System to Continuous Performance Feedback. Why did we do it and what happened? Session 3D: NLRB Update

(Track 1: Key Higher Education HR Professional Expertise & Knowledge)

Presenter: Kara Craig, Employment Attorney, Archbright Description: The presentation will focus on NLRB cases related to upper education and unionizing, as well as other NLRB updates that impact all employers, including CUPA members.

GENERAL SESSION 3:00 PM – 3:50 PM

“Challenges in Transforming HR” Open Forum Discussion

Nikki Jackson, Nikki Jackson Consulting Share the struggles with transforming your HR department and hear success stories from your colleagues. Participate in a facilitated discussion on how to overcome these challenges and implement best practices. GENERAL SESSION 4:00 PM – 4:30 PM

Vendor Prize Drawings

& WA Chapter CUPA-HR Business Meeting

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MEET THE SPEAKERS

AMY WILSON Amy Wilson has over 30 years’ experience in Human Resources in the Northwest. She has worked in a variety of industries including Higher Education. Her current position is Director of Human Resources at LifeCenter Northwest, the Organ Procurement Organization for Alaska, North Idaho, Montana and Washington.

BODIL STEVNS Ms. Bodil Stevns is a Wealth Management Advisor for Individual Advisory Services at TIAA-CREF (www.tiaacref.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields. Bodil’s career spans more than 20 years in the financial services profession, during which she has held various positions. In her current role, she provides personalized financial planning to current and former employees of member institutions in higher education, medical research, non-profit and government entities. Her consultative approach is designed to guide her clients to and through retirement with a focus on managing income, creating investment and tax strategies in retirement, transferring wealth to the next generation and protecting clients’ families against the unexpected. Bodil holds a law degree from University of Aarhus School of Law, Denmark, and a Master of Comparative Law degree from University of San Diego School of Law. As a FINRA registered representative, she holds Series 6, 7, 63 and 65 licenses while maintaining Life, Health and Variable Annuity licenses from the States of Washington and Oregon.

CLINT LEGEYT Mr. LeGeyt, Vice President, Relationship Management, has provided retirement plan services to all major industry segments since 1996. He is currently the Vice President, Relationship Management for VALIC. In that capacity, Clint is responsible for group retirement plan design, plan installation and long term plan management with VALIC’s strategic groups located in the Northwest Region. Clint’s background includes rotational assignments in compliance, legal, information technology, project delivery, operations, plan acquisition and service, advisor management and product development. Clint earned a Bachelor of Science degree from Central Connecticut State University and has a MBA from Rensselaer Polytechnic Institute. He holds FINRA Series: 7 (General Securities Representative), 24 (General Securities Principal), 26 (Limited Principal license) and 66 (Investment Advisory Representative) licenses.

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GAIL FARMER Gail Farmer has worked at Central Washington University since 1999. Currently she is the Manager of Equal Opportunity and Affirmative Action at CWU. She is also a certified Change Management Professional and has assisted with a multimillion dollar enterprise level project iCAT: Improving CWU's Applications & Technology.

KARA CRAIG Kara M. Craig is a Staff Attorney for Archbright where she provides advice, counsel, training and representation to members on the entire range of employment and labor law issues. Kara joined Archbright in 2013 and has 14 years of experience as an attorney. Throughout her career, she has gained extensive experience representing small to mid-sized companies with respect to day-to-day employment issues, litigation and all types of business transactions. Prior to joining Archbright, Kara served as Assistant General Counsel for the Board of Education of the City of Chicago and litigated employment and civil rights claims in state and federal court. She earned both her B.A. and J.D. from the University of Illinois.

KATHY JOHNSON Kathy Johnson has worked at Central Washington University since 2006. She worked in Faculty Relations for several years and has been the HR Partner for Student Employment since 2012. Kathy really enjoys working with student employees to reach their full potential and working with supervisors to maximize their effectiveness. She successfully implemented a monthly workshop series for supervisors and quarterly professional development workshops for student employees. Her aspiration is to become a student employee supervisor whisperer.

KELLIS BOREK Kellis M. Borek, Vice President Labor & Employment Services, General Counsel Kellis Borek oversees Archbright’s team of attorneys who all provide advice, counsel, and training in all aspects State and Federal employment and labor law. Her team helps members successfully navigate employer issues concerning: wage and hour, leave laws, discrimination, labor negotiations and arbitrations and regulatory compliance. Kellis also serves as general counsel to Archbright. Kellis is a veteran attorney of 30 years. Previously, she was in private practice in Seattle where she specialized in business and employment law. She is currently licensed to practice in Washington and Idaho. Kellis earned her B.A. from Washington State University and her J.D. from Seattle University.

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KRISCHANNA ROBERSON Krischanna Roberson, M.Ed., currently serves as a Board Director for the Bellevue School District; Operations Director & Faculty for the Health Science Division at Bellevue College, Black Student Union Adviser and Founder of SUSTANE a non-profit college preparatory program for students of color in grades 8-12. Currently working on her Doctorate in Educational Policy through Northeastern, she also holds a Masters in Education Policy with a focus on Diversity & Equity from the University of Illinois, Urbana-Champaign, a Bachelors in Business Management from Saint Lo University. She is a proud native New Yorker and mother of two who inspire her to work in diversity education, where she educates on varying topics from Micro aggressions, Social Justice Leadership to Intercultural Communications.

MICHAEL RASK Mike Rask is a senior vice president with Aon and is based in their Seattle office. He has more than 27 years of experience in employee benefits and work/life programs. Since joining Aon Hewitt in 1990, he has worked with employers in a variety of industries, including government, health care, higher education, technology, manufacturing and social services. Mike has served as Aon Hewitt’s National Practice Leader for Higher Education and continues to provide consulting services to colleges and universities throughout the U.S. He most recently served on CUPA-HR’s National Corporate Advisory Council in support of their organization’s national, regional and chapter leadership across the U.S. A frequent speaker, Mike has presented to a variety of organizations including STRIMA, Western Pension & Benefits Conference, CUPA-HR, and the Pacific Consortium of West Coast Small College Business Officers (PACCON) . Mike has also provided industry insights as a guest analyst for National Public Radio. He is a graduate of Eastern Washington University and has also completed a post graduate program through the Kellogg School of Business at Northwestern University in Chicago, Illinois.

STACI SLEIGH-LAYMAN Staci Sleigh-Layman has worked at Central Washington University for almost 30 years. Her official title is HR Director At-Large, and that sort of sums up her role as leader for compensation and benefits, employee relations, talent acquisition and development, equal opportunity, student employment, and outreach. She successfully uses her institutional knowledge, relationships across campus and in the community, and her spirit for collaboration and creativity, to implement new ideas and solve problems. Work, family, and volunteering in the local community have made change a huge part of her life! She strives to empower her team to reach their personal and professional goals. She loves to expose the humor in the idiosyncrasies of the changing workplace.

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HOSTED BY BELLEVUE COLLEGE

HOW TO GET TO BELLEVUE COLLEGE – STUDENT UNION BUILDING Bellevue College – Student Union Building 3000 Landerholm Circle SE, Bellevue, WA 98007-6484 Parking is free; in the parking garage. Campus map provided on the last page of this program. WHERE TO STAY IN BELLEVUE The Hyatt House is the closet hotel next to Bellevue College. It is in walking distance, next to the park-n-ride. The address is: 3244 139th Ave SE, Bellevue, WA, 98005, 425-747-2705 HOW TO BECOME INVOLVED IN CUPA HR – WA CHAPTER The Washington State Chapter of CUPA HR was established in 2009, http://chapters.cupahr.org/wa/. We are pleased with the response of interested Washingtonians and look forward to the future of this chapter. To get involved, or to become a member at no cost, email Cynthia Johnson at cjohnson@stmartin.edu. The 2015-2016 board members are: President: Keith Woody, Bastyr University Vice President/President Elect: Deena Forsythe, Pierce College Past President: Cynthia Johnson, Saint Martin's University Treasurer: Deena Forsythe, Pierce College Secretary: Theresa Elliott-Cheslek, Washington State University Member at Large: Gary Womelsduff, Seattle Pacific University Member at Large: Stefanie Durand, Pacific Northwest University of Health Sciences Member at Large: Anne Winkelman, University of Washington, Seattle Campus Member at Large: Chyerl Wolfe-Lee, Western Washington University Member at Large: Kartha Heinz, The Seattle Schools Member at Large: Lea Aune, Western Washington University Member at Large: Maria Woods, Bellevue College Member at Large: Traci Klein, Central Washington University

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