Professional Development FALL Course Catalog
2013
HR Questions? HR Answers. Simple As That.
858.505.0024
www.sdea.com
4180 Ruffin Rd. Suite 295 San Diego, CA 92123
SDEA
Dear Members, Non-members and Associates, San Diego Employers Association (SDEA) is pleased to present you with its’ 2013 Fall Professional Development Course Catalog. Our mission at SDEA is to provide San Diego businesses and professionals with expert HR knowledge and training. We do this by embracing core values of integrity, quality, accountability, collaboration and excellence. The tools provided by SDEA are necessary to effectively grow your business and manage the workplace. We want to make sure that you are making the most of your relationship with SDEA! In addition to the professional development course descriptions, included in this catalog are details on the many valuable services offered by SDEA. We are here to assist you in managing your workforce, remaining compliant with federal and state laws, proactively avoiding lawsuits, and saving you both time and money, allowing your focus to stay on the business. Thank You for choosing San Diego Employers Association as your “go to” resource for HR support and professional development training! We look forward to celebrating our 99th year of service with all of you! Sincerely, Your friends at SDEA
Supporting San Diego Employers Since 1914
Table of Contents Page
Page
3 HR Certificate Program
9 -18 Professional Development Class Descriptions
4 Supervisory Skills Workshop 5 Outplacement or Career Transition Program 6
On-Site Training
7
Member Benefits
18
Cancellation Policy
19
Meet the Trainers
20
Class Calendar
Courses: Page
Page
9 9 9 9
13 Harassment Prevention Training 13 Leveraging the Power of Personality: DISCover Your Strengths* 14 Managing Chaos* 14 Managing Disabilities in the Workplace* 14 Orientation: It’s Not Just About the Forms* 15 Personnel Law* 15 Resolving Conflict* 15 Safety & Security* 16 Skills for Working Leaders I 16 Skills for Working Leaders II 16 Strategic HR* 17 Strategic Interviewing* 17 Supervisor & the Law 17 The Headache that is California Leave Law* 17 Transition from Manager to Leader* 18 Updating Your Supervisory Skills
Administering Benefits* Administering Leaves of Absence* Becoming A Confident Leader* Be the Exception, Not the Rule: Top Firing Mistakes* 10 Business Ethics* 10 Challenging Claims & Controlling Costs: UI Benefits* 10 Common Pitfalls: Exempt vs. Non-Exempt* 10 Compensation Basics* 11 Conducting Effective Performance Appraisals* 11 Documentation & Termination* 11 Developing Job Descriptions* 11 Effective Communication for the Workplace* 12 Fundamentals of HR* 12 Generations Working Together* 12 Handbook Formation* * Classes that offer HRCI credits
858.505.0024
www.sdea.com
Suite 295
Page 2
HR Certificate Program Are you learning HR as you go? Did you miss out on formal training? Take that next important step in advancing your career! SDEA’s HR Certificate Program! Comprised of nine (9) required courses and three (3) additional electives, this program covers topics professionals in the human resources field encounter on a regular basis. The courses are taught by top human resource practioners, and tailored towards practical job-related situations universal to all organizations despite industry or size.
Registration in the Human Resources Certificate program for SDEA members requires a $100 application fee. The Non-Member fee is $150. This fee covers administrative costs and the final exam. Courses are paid for individually as students register for and take each one. Classes taken up to six (6) months prior to registration in the certificate program can be counted towards the program. Students should complete the twelve (12) courses within two (2) years of registration. All classes must be completed before the final exam will be offered.
Required Courses delve into primary areas of professional development in HR, including leadership, employment law, and compensation and benefits: Administering Benefits Administering Leaves of Absence Conducting Effective Performance Appraisals Documentation & Termination Fundamentals of HR
Personnel Law Safety & Security Strategic Interviewing Orientation: It’s Not Just About the Forms
Elective Courses are varied to allow students to select the topics of study they feel will be most valuable to them in their roles within their specific organization: Challenging Claims & Controlling Costs Resolving Conflict Effective Communication for the Workplace Managing Disabilities in the Workplace Developing Job Descriptions
Compensation Basics Handbook Formation Workers’ Compensation Basics Generations Working Together
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Supervisory Skills Certificate New supervisor or manager? This workshop will break them in fast. Experienced supervisor or manager? Polish their skills and keep them energized. Participants will feel motivated and prepared to tackle tough situations. The skills and abilities that an employee possesses to be an excellent individual contributor are not the same skills and abilities essential to be a successful supervisor or manager. In order for supervisors and managers to be accomplished in this ever- expanding role, they must think in a proactive sense and not reactive—always stay one step ahead of the changes. That means continually updating skills and seeking out all the freshest ideas, latest strategies and cutting-edge techniques. In this workshop, participants will get the most up-to-date information and exciting discoveries available on how to manage change, motivate, discipline, delegate, inspire, and problem solve--all the critical skills needed to excel as a supervisor or manager. This workshop will equip participants with proven supervisory and managerial techniques that can be put into action immediately. This program is a non-credit program. Participants meeting the minimum attendance requirements will receive a certificate that documents up to 36 hours of instruction in supervision and management. Expert instructors will teach participants to leverage both hard skills and people skills to meet new challenges with increased confidence, respect and power. Specifically, the twelve week course covers the following: Leading In a Time of Change Communication Orienting the New Hires Leadership Coaching and Counseling Resolving Conflict
Strategic Interviewing Employment law Reprimand, Discipline and Discharge Performance Appraisal Safety & Security Time Management and Delegation
Every Tuesday Evening September 10, 2013 - December 3, 2013 *excluding the week of Thanksgiving 5:00pm - 8:00pm Member: $975 Nonmember: $1250
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Outplacement or Career Transition Program (CTP) Need to plan for a reduction in workforce? SDEA will guide you through the selection, communication and outplacement of those affected. SDEA offers customizable company specific programs: s )NDIVIDUAL #OACHING PROGRAM n #OACH PAIRED WITH )NDIVIDUAL s (ALF DAY WORKSHOPS TO DAYS IN LENGTH FOR SMALL GROUPS s 0ERSONALIZED GROUP SESSIONS HR SESSIONS ONCE PER WEEK FOR WEEKS
Why offer an Outplacement or Career Transition Program (CTP)?
È
Company Benefits: s ,AID OFF WORKERS TREATED FAIRLY ARE LESS LIKELY TO HOLD A GRUDGE BAD MOUTH A PAST EMPLOYER OR FILE A LAW SUIT s 2EMAINING EMPLOYEES NEED TO FEEL LAID OFF WORKERS WERE TREATED FAIRLY s &AIR TREATMENT OF TERMINATED OR LAID OFF WORKERS IS POSITIVE FOR FUTURE TALENT RECRUITMENT AND THE COMPANY S IMAGE s OF SURVEY PARTICIPANTS OFFERED /UTPLACEMENT OR #40 WOULD RETURN TO WORK FOR EMPLOYER IF GIVEN THE OPPORTUNITY
The SDEA Career Transition program offers: s #LASSROOM TIME AND )NDIVIDUAL /NE TO /NE WITH EXPERIENCED AND CREDENTIALED CAREER COACHES s 7RITTEN AND ONLINE CAREER RESOURCES TO KEEP AS REFERENCE MATERIAL s !CCESS TO ON GOING JOB SEARCH SUPPORT GROUPS s )NTERACTIVE LEARNING APPROACH s )NDIVIDUALIZED JOB CAREER TRANSITION CAMPAIGN
SDEA Can Help Navigate the Bumpy Road that is Employee Terminations and Lay-Offs...
Career Transition Elements Covered: s #AREER RESILIENCY CAREER CHANGE READINESS CAREER CLARITY AND INDIVIDUAL ASSESSMENTS s 2ESEARCH AND CAREER JOB SEARCH PLANNING TARGET NEXT BEST CAREER MOVES s #AREER JOB SEARCH MARKETING DOCUMENTS RESUME PERSONAL PROFILES ETC s $EVELOPING A CAREER JOB SEARCH MARKETING PLAN IDENTIFY AND PRIORITIZE ACTIVITIES s 0ERSONAL MARKETING SKILLS INTERVIEWING NETWORKING NEGOTIATING s 3OCIAL MEDIA AND ON LINE JOB CAREER STRATEGIES s +EEPING THE NEW JOB AND CREATING SECURITY DAY PLANS
Call SDEA for Pricing 0AGE
On-Site Training
SDEA CAN BRING THE TRAINING TO YOU!
More and more companies are realizing the value of bringing training on-site. The San Diego Employers Association is a flexible, cost-effective option that allows you to train as many or as few employees as you need—from a single team or department to everyone in your organization-in a way that is convenient for the company. Choose from a list of tested and approved professional development courses SDEA offers or request customized sessions that target issues plaguing your company specifically. Tell us your concerns and we’ll build you a program! Think of bringing SDEA onsite for:
s (ARASSMENT 0REVENTION TRAINING s 4EAM "UILDING s 0ERFORMANCE -ANAGEMENT s 3PANISH LANGUAGE TRAINING
(OW YOUR ORGANIZATION BENEFITS FROM BRINGING 3$%! 4RAINING ON SITE
s !CHIEVE YOUR SPECIFIC ORGANIZATIONAL TRAINING GOALS s -INIMIZE EMPLOYEESg DOWNTIME BY ELIMINATING OFF SITE TRAVEL s $ELIVER CONSISTENT MESSAGING TO PARTICIPATING EMPLOYEES s 3CHEDULE TRAINING WHEN IT WORKS BEST FOR YOU s 0ROMOTE TEAMWORK WITHIN YOUR WORKFORCE
The San Diego Employers Association’s talented instructors possess real-world business experience that allows us to provide your employees with practical knowledge and skills for the workplace. Trust SDEA to present training solutions that will help your organization improve people performance and achieve business goals and objectives. 0AGE
Complimentary Member Benefits
• Unlimited Consultation with our Staff of HR Experts (NO additional charge!) Call us monthly, weekly or even daily. We are here to partner with you, and help you with your HR questions. From Absenteeism to Zero tolerance policies and everything in-between, our HR experts have your answers. Our members utilize us as a first point of contact whether they are in crisis mode with an employee situation, want to bounce ideas off us, or simply need some research done on how particular legislation might affect them. • Consultation with an Employment Law Attorney (No charge!) SDEA has partnered with a local practicing employment law firm, Barker Olmsted & Barnier to provide our members with legal consultation. This benefit is by referral of an SDEA employee and is meant to compliment the unlimited HR consultation in the rare circumstances where a legal opinion is needed or a claim has been filed. • Employment Practices Audit (Complimentary with 1st year of membership) This 1 hour, on-site audit will help us to help you: identify areas of immediate need for your organization, discuss/address any of your HR concerns, establish an action plan for any potential HR compliance issues, and make recommendations for state mandated training and professional development. • 24 Hour Online Access to the latest Business and Legal Reports (Complimentary with annual membership) SDEA’s Online Resource is powered by BLR (Business & Legal Reports) and gives you access to Human Resource Information and answers 24 hours a day. All the forms, policies, sample letters, checklists, sample job descriptions, and salary information you need are under the ‘Tools’ section. • SDEA’s Wage and Salary Survey (Complimentary with 1st year of membership) SDEA's annual Wage & Salary Survey, which contains the latest, most accurate labor market information for San Diego County. • Monthly Newsletter Each month SDEA produces a newsletter designed to provide you with the latest in HR best practices and employment law matters. Our goal is to deliver information that is helpful and practical as well as update you on SDEA events and classes.
Discounted Member Benefits
• Payroll and employer-related services such as workers’ compensation insurance, employee benefits, retirement plans and Section 125 and 132 plans to clients seeking highly flexible, innovative solutions to meet their growing business needs. • HR, Supervisor, and Leadership Skills – Training & Development: Classroom, Webinar, or On-site; Supervisory Skills Certificate Program – SDEA Certified Instructors: Classroom or On-Site; Harassment Prevention Training SDEA Certified Instructors: Classroom, Webinar, or On-site • Employee Handbook Reviews & HR Compliance Support /Audit Services • Affirmative Action Plans prepared by a recognized industry leader at a very affordable rate. • SDEA Networking events and informational luncheons and workshops: stay on top of changing legislation and speak with your peers about timely HR topics at our many monthly events, also discounted for SDEA members. Page 7
SDEA 2013 Fall
Course Listing with Descriptions The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Cerfication Institute’s criteria to be pre-approved for recerfication credit.
858.505.0024
Administering Benefits
Facilitated by Mechel Petersen
This full day course will provide you with an overview of employee benefit plans including the basics you need to effectively manage your company’s programs. Topics include: a brief history of employee benefits, the basic elements of health, life, disability and retirement plans, selecting and managing your vendors/service providers, and current issues. You will gain a solid foundation in many aspects of employee benefits including the advantages and disadvantages of typical plan design. This course is designed for those new to employee benefits or for human resources professionals with responsibility for employee benefit programs. September 27, 2013 9:00am - 3:00pm
Members: $130 / Non Members: $200
Administering Leaves of Absence Facilitated by Jennifer Jacobus, PHR-CA
Managing the request for a leave can be cumbersome, whether you have 5 employees or 500. Are you sure you know when to deny a leave request and when to accept it? In what situation should an employer extend a leave request? If you extend a leave for one do you have to do it for all? This course will cover the twists and turns in navigating leaves as well as best practices on how to manage leave documentation, notification, and expiration. Perfect for anyone who is responsible for tracking and maintaining the special time off requests of your workforce.* December 5, 2013 9:00am - 11:30am
Members: $70 / Non Members: $120
*This class is tailored towards companies with 50 or more employees.
Becoming a Confident Leader Facilitated by Janis Whitaker
This highly interactive, content-rich workshop will focus on leadership skills and strengths needed in today’s workplace. Obtain useful tools and practice valuable skills to become a confident strategic leader in your organization. Topics include the power of feedback (and feed forward), listening skills, and an instruction to management theory to improve performance to become a confident leader. October 17, 2013 9:00am - 12:00pm
Members: $130 / Non Members: $200
Be the Exception, Not the Rule: Top Firing Mistakes Webinar Facilitated by: Jennifer Jacobus, PHR-CA
While terminating an employee is one of the more unpleasant tasks that owners and managers have to carry out (even when warranted) it is a necessary part of business. Mistakes committed prior to, during and even after the process can come back to haunt you by way of legal action if you’re not careful. This webinar will address some of the more common mistakes as well as some things you may not have thought of. October 16, 2013 10:00am – 11:00am WEBINAR
858.505.0024
www.sdea.com
Members: $25 | Non-Members: $40
4180 Ruffin Rd. Suite 295
Page 9
Business Ethics
Facilitated by: Tom Bright
The purpose of this workshop is to provide an awareness of business ethics and to provide guidelines and tools to solve ethical dilemmas. In addition to interactive exercises, the participants will learn: ▪ Ethics and business success ▪ Your impact on business ethics ▪ Determining the right thing to do ▪ Identifying stake holders ▪ Creating character and ethics role plays ▪ Implementation strategies
October 10, 2013 8:30am - 12:30pm
Members: $70 / Non Members: $120
Challenging Claims & Controlling Costs: UI Benefits Facilitated by Michelle Peard, SPHR-CA
This workshop is designed to provide a brief overview of the UI system and focus on dealing with the practical issues of managing unemployment insurance claims. This course will review the common forms employers must respond to and provide practical application for taking action. In addition to interactive exercises, the participants will learn: ▪ How to provide responses using clear facts ▪ How to use a UI flowchart to put together a strategy for responses ▪ How to prepare witnesses for a UI hearing ▪ Strategies for keeping UI costs down ▪ Review case studies for practical application and understanding of outcomes
November 1, 2013 9:00am - 4:00pm
Members: $130 / Non Members: $200
Common Pitfalls: Exempt vs. Non-Exempt Webinar Facilitated by Jennifer Jacobus, PHR-CA
Improperly classifying an employee as exempt can open the flood gates to risk and litigation. It’s not always so black and white—who should be exempt and who should not? What does “independent discretionary decision-making” mean? When is it okay to make deductions from an exempt employee’s salary? In this webinar, we will address: ▪ What does it mean to be exempt ▪ Mandatory criteria for exempt classifications ▪ How to address the “gray area” ▪ Who is specifically excluded from exempt status ▪ Penalties and other costs associated with mis-classification
October 2, 2013 10:00am – 11:00am WEBINAR
Members: $25 | Non-Members: $40
Compensation Basics
Facilitated by Mechel Peterson
This full day course will provide you with an overview of compensation and the role that compensation has to organizations today. Topics will include the “total rewards” approach; regulatory environment; job evaluation and analysis; relating job performance to compensation; wages and incentive plans; utilization of wage and salary surveys; and other non-financial compensation issues. This course is intended for those new to compensation and human resources professionals or managers/supervisors that want to learn more about compensation. November 8, 2013 9:00am - 3:00pm
858.505.0024
Members: $130 / Non Members: $200
www.sdea.com
4180 Ruffin Rd. Suite 295
Page 10
Conducting Effective Performance Appraisals Facilitated by Michelle Peard, SPHR-CA
This program provides supervisors and managers with the basic skills required to effectively evaluate and manage performance appraisals as an ongoing management process. Participants will learn to use job-related performance expectations to help support organizational goals, measure performance, coach employees toward improved productivity, and how to plan and conduct appraisal interviews. September 17, 2013 9:00am - 4:00pm
Members: $130 / Non Members: $200
Documentation & Termination
Facilitated by Michelle Peard, SPHR-CA
This course will cover the documentation process and the importance of good documentation. We all know we need to document, but are you aware that good documentation may prevent lawsuits while bad documentation may cause lawsuits? Participants in this course will get practical experience writing warnings and creating documentation that will protect both them and their organization’s best interests. Attendees will also be provided with effective methods of applying discipline and the keys for handling terminations, whether due to a reduction in workforce, disciplinary action or any other reason. November 12, 2013 9:00am - 4:00pm
Members: $130 / Non Members: $200
Developing Job Descriptions Facilitated
by Jenny Kazan-Mills
This workshop will provide participants with a process for drafting effective job descriptions and encourage an understanding of where this vital tool fits into the achievement of an organization’s business objectives and enhanced business results. Attendees will learn the tactical business advantages of having updated job descriptions on file and discover how to focus on core competencies that never change, rather than the skills required for the job that always do. Receive expert insight into identifying the legal ramifications you and your company could face with inaccurate and outdated job descriptions on file. December 10, 2013 9:00am - 12:00pm
Members: $70 / Non Members: $120
Effective Communication for the Workplace Facilitated by Janis Whitaker
When employees do not communicate clearly with each other, the resulting misunderstandings can create barriers between them. Each group sees the difference in the other group and believes the others are not only wrong, but are deliberately doing things to cause problems. This results in poor customer service, productivity, and morale. To establish and maintain a productive work environment, employees need to understand the importance of open, two-way communication between people. This workshop will teach you to: ▪ Overcome barriers and increase your understanding of others’ differences ▪ Assess communication effectiveness ▪ Create a clear, concise message
November 19, 2013 9:00am - 12:00pm
858.505.0024
www.sdea.com
Members: $70 / Non Members: $120
4180 Ruffin Rd. Suite 295
Page 11
Fundamentals of HR
Facilitated by Michelle Peard, SPHR-CA
An overview geared toward human resource professionals who are new to the field, management personnel with HR responsibilities, small-business owners and line managers/supervisors who want to obtain a more thorough understanding of the critical aspects of HR. In this workshop, we will: ▪ Summarize major employment laws influencing personnel decisions ▪ Design effective employment interviewing and hiring strategies ▪ Review contents of personnel files and retention guidelines ▪ Define required employee benefits and who pays for them ▪ Determine whether your independent contractors are really independent
September 11, 2013 9:00am - 4:00pm
Members: $130 / Non Members: $200
Generations Working Together Facilitated by Jenny Kazan-Mills
How to Register: Baby boomers, Gen X, Millenials:
they all seem to want something different. How are you supposed to pull all these people into a team and get them to work well together–they don’t talk the same language or use the same tools? Understand the differences between generations as they relate to their communication, work, and social styles. Learn ways to ensure that your workplace supports, rather than inhibits, the way generations individually behave and interact with each other.
Registering to SDEA’s training courses and programs is easier than ever before! You can do so: October 22, 2013 9:00am - 12:00pm
Members: $70 / Non Members: $120
• By calling our registration line at 858.505.0024 Does Your Handbook • By emailing us at registration@sdea.com • Or online at www.sdea.com Meet Legal Requirements? Non-existent, outdated or poorly written Employee Handbooks can be used against an employer in the event of a claim filed against an employer.
SDEA Cancellation Policy:
With legal requirements changing annually, State and Federal labor laws can be confusing and complicated. A regularly updated Employee Handbook provides protection from employment related legal and financial risks. SDEA will thoroughly review your handbook for compliance, make the necessary changes, walk you through the changes and do so all at a competitive rate!
All reservation cancellations for ANY SDEA event or class MUST be received within 5 business days prior to the event in order for Handbook Formation registrants toJacobus, receive a full refund. Within 2 days of the event, Facilitated by Jennifer PHR-CA registrants will receive a tool 50% refund. And within 24 business A well written handbook can be a great in helping with an organization’s day-to-day activities as well as a legal defense for potential litigation when needed. A poorly written handbook that contains legalese, hours, registrants will not be eligible for a refund. Scheduled language that is confusing or limits an empoyer’s flexibility, or policies that are not followed or not applicable participants who to This attend will bea structured billed for theforfull cost and/or of can be an employer’s worstfail enemy. workshop offers process developing reviewing a handbook. registration. Topics to be covered: ▪ Pros and cons of employee handbooks ▪ Purpose of employee handbooks ▪ Resources available for developing handbooks ▪ Legal issues that should be covered ▪ What to and what not to include
December 19, 2013 9:00amwww.sdea.com -12:00pm 858.505.0024
Members: $70 / Non Members: $120 Page 12
Harassment Prevention Training Has it been 2 years? Was the last training in 2011 or before? Interested in SDEA bringing the training to you at your facility? Customized for your companies specific size and needs. Contact SDEA for pricing and to book your on-site training. See below for already scheduled SDEA training courses and webinars.
... then it’s time to do it again! The law says so! Every 2 years for those currently employed or within 6 months for those obtaining new supervisory status. Learn to identify inappropriate behavior before it escalates! Avoid litigation! Create a climate of respect in the workplace!
Harassment Prevention Training Facilitated by Jennifer Jacobus, PHR-CA
California law AB1825, requires private businesses with 50 or more employees to provide professional training on preventing harassment, discrimination and retaliation to all supervisors and managers every two years. Training will: ▪ Help companies promote a harassment-free and discrimination-free environment ▪ Help attendees spot, address, and remedy potential problems ▪ Teach attendees to respond effectively to harassment complaints ▪ Provide attendees with tools to help prevent them and their companies from being sued
September 25, 2013 9:00am -11:00am October 23, 2013 9:00am -11:00am* November 20, 2013 9:00am -11:00am December 18, 2013 9:00am - 11:00am* *webinar
Members: $49 / Non Members: $79
Leveraging the Power of Personality: DISCover Your Strengths Facilitated by Michelle Peard, SPHR-CA
This workshop will show you how to make an impact in your communication and expand your strengths to be more effective in your organization. In order to increase your communication, you must become aware of how you filter information and affect others in your organization. Learn how to use the DISC assessment tool effectively to make an impact in your organization. Apply it to interviewing, orientation programs, on-boarding, sales, problem-solving and customer service; this powerful tool can make a big impact in your personal and organizational communication effectiveness. Each participant will take the DISC assessment tool and bring it to class for specific application to their work environment. November 13, 2013 9:00am - 12:00pm
858.505.0024
www.sdea.com
Members: $124 / Non Members: $174 **Cost includes $49 DISC assessment
4180 Ruffin Rd. Suite 295
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Managing Chaos
Facilitated by Jan Zaragoza
Do you always feel behind in your job? Do you feel there is no way you are ever going to “catch up”? In this session you will learn time saving habits to move you through a never-ending workload and make you more effective and successful in your job. In this interactive workshop you will learn how to: • Stay on top of multiple projects and demanding deadlines • Effectively plan and manage your daily schedule • Clarify goals and stay on the right track • Develop practical strategies to overcome the most common barriers to productivity • Minimize procrastination • Generate ideas and an action plan for dealing with your specific top time management and prioritizing challenges • Create a realistic, achievable action plan to improve your own professional effectiveness
October 8, 2013 9:00am - 12:00pm
Members: $70 / Non Members: $120
Managing Disabilities in the Workplace Facilitated by Cecile Bereal, M.A.
Compliance with the Americans with Disabilities Act (ADA) can challenge even the most seasoned HR professional. This program will help attendees learn how to handle an employee who asks for an accommodation as well as those who don’t, but are in need of one. We will also cover important elements of the interview (the interactive process)–what to ask, what not to ask and how to keep personal emotions and biases out of the process. Compliance and legal issues will also be addressed. September 26, 2013
9:00am – 12:00pm
Members: $70 | Non-Members: $120
Orientation: It’s Not Just About the Forms Facilitated by Michelle Peard SPHR-CA
Most employers realize the importance of giving an orientation but many don’t dedicate the time and resources. This program will show how to add power and punch to your program in order to provide a new hire with a successful start to the organization. Learn how to decrease new hire turnover, increase morale and loyalty, as well as project a positive company climate and culture to your workforce. Participants will learn: • A map (tool) for designing an effective orientation program • What information needs to be covered in an orientation program • How to tie the orientation program to performance management • Tools for engaging your supervisors as part of the on-boarding team • How to effectively evaluate your orientation program and continously improve it
November 7, 2013 9:00am – 12:00pm
Members: $70 | Non-Members: $120
sive the e how exten m s e z a m are a “It always ants is - they lt su n o c e th f advice!” knowledge o d give great n a l u f lp e h always so n, Veterans
inso ~Jeanie Lev
858.505.0024
www.sdea.com
Village
4180 Ruffin Rd. Suite 295
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Personnel Law
Facilitated by Paul Plevin Sullivan & Connaughton LLP
This course provides human resource professionals, supervisors, managers and executives with an overview of Federal and California employment laws. This course helps to alert participants to actions needed by employers to avoid corporate and personal liability as well as penalties for non-compliance with workplace laws. Topics include: • Equal opportunity policies • Employment discrimination and retaliation • Pre-employment inquiries and reference checks • Minimum wage • Overtime and other critical wage and hour issues • Employee classification as exempt or nonexempt • Wrongful termination and much more!
October 30, 2013 8:30am – 12:30pm
Members: $70 | Non-Members: $120
“It cost me money NOT to belong to SDEA and use their services” ~Yuki Ochi, Office Manager – Tucker Valley Furniture
Resolving Conflict Facilitated by Janis Whitaker
Congratulations! You are still in the race! The Human Race! That means we all have to deal with conflict, personality differences and lots of stress. Learn why avoiding conflict simply does not work. Find out your conflict management style and strategies, tips and techniques to use when you have a challenging situation or are dealing with a difficult person. This hands-on informative session will get you thinking about conflict in a new light! It will also give you some new ideas for getting past challenges and into problem solving! October 15, 2013 1:00pm - 4:00pm
Members: $70 / Non Members: $120
Safety & Security
Facilitated by Cathi Marx, ALCM, COSS, CHS-V
This workshop addresses areas of employer responsibility that are often included as HR Department accountabilities - safety and security. These areas have significant compliance actions to meet and serious consequences for non-compliance. Participants will learn about the moral, legal, and financial obligations employers have in regards to workplace safety including how to prepare and respond if OSHA conducts an inspection. Discuss the 10 most important things an HR professional should know about workplace security post 9/11, and how to integrate best practices of safety, security and human resource leadership. November 6, 2013
858.505.0024
8:30am – 12:00pm
www.sdea.com
Members: $70 | Non-Members: $120 Page 15
Skills for Working Leaders I Facilitated by Jan Zaragoza
Supervisors and leaders have a profound effect on employee motivation, job satisfaction, and performance. This interactive, fast-paced program covers the basic skills necessary to set new supervisors up for success as it develops supervisors who can best support, coach and grow employees. Topics included are: • What makes a good leader and coach • Setting clear expectations and providing on-going feedback • How to have the difficult conversations about performance • Best practices for giving positive feedback • Strengthening communication and listening skills • The role of a manager, managing people who were peers, and understanding the difference between being a buddy and a supervisor • Presenting ideas so they are heard and acted upon
October 3, 2013 9:00am – 4:00pm
Members: $130 | Non-Members: $200
Skills for Working Leaders II Facilitated by Jan Zaragoza
This unique program is designed to help leaders and supervisors maintain a productive work environment, improve motivation and morale, and provide new tools for managing workers. Powerful techniques are taught that help attendees improve their relationships, move toward their goals, and be more successful at work. This workshop stands alone, or builds nicely on the Skills For Working Leaders I workshop. The workshop includes a personality style assessment which allows participants to increase understanding of their own communication and work style and how to better work with people. November 14, 2013 9:00am – 4:00pm
Members: $145 | Non-Members: $215 **Cost includes assessment
Strategic Human Resource Practices: Aligning HR to Achieve Business Results Facilitated by Michelle Peard, SPHR-CA
Participants will create a strategic business plan to partner with key stakeholders in their organization in order to meet organizational business plan objectives. This will include creating effective employee engagement and development plans to align with organizational business plan goals and objectives. This program will provide HR professionals the tools to be an effective business partner within their organization. Topics covered include: • Developing sound budget practices • Corporate branding and outreach plans • Performing human capital analysis • Managing change and creating a communication plan • Creating an effective engagement plan • Linking on-boarding, performance management and exit interviewing strategically • Developing human capital to meet business objectives
September 12 and September 19 (2-day course) 8:00am – 5:00pm Members: $595 | Non-Members: $795
This program has been pre-approved for 15 strategic and business HRCI units.
858.505.0024
www.sdea.com
Page 16
Strategic Interviewing
Facilitated by Janis Whitaker
A major problem facing managers and supervisors today is how to hire the right people. If your selection process isn’t effective, you waste both time and money. By improving the interviewing process, an organization will not only be able to hire top employees, but also spend less time interviewing while achieving compliance with EEOC requirements. In this program, you will learn about a systematic method of hiring called “behavioral interviewing”. It will help you to uncover behavior patterns so you can accurately predict future work performance. October 23, 2013 9:00am – 4:00pm
Members: $130 | Non-Members: $200
Supervisor and the Law
Facilitated by Michelle Peard, SPHR-CA
Do your supervisors understand the relationship between current employment-related laws and their role as a supervisor? Do they comprehend their responsibilities in avoiding costly legal processes? This overview has been developed specifically for supervisors to give them an understanding of various employment-related laws. Hiring, firing, performance appraisals, disciplining, documentation, sexual harassment and the Americans with Disabilities Act will all be discussed in great detail. September 18, 2013
9:00am – 4:00pm
Members: $130 | Non-Members: $200
The Headache That is California Leave Law Webinar Facilitated by Jennifer Jacobus, PHR-CA
Managing employee leaves can be one of the more challenging aspects of the HR function. In order to avoid violations of the various leave laws, it is imperative that you have a grasp on the potential pitfalls and the requirements mandated under federal and state law. This webinar will focus on the basics when it comes to leaves under California’s Pregnancy Disability Leave (PDL), the Federal Family Medical Leave Act (FMLA), and California’s California Family Right’s Act (CFRA). This webinar will discuss: • Pregnancy Disability Leave as a stand-alone leave • Requirements under both FMLA and CFRA • When these leaves run concurrently and when they don’t • Health Benefits • Reasonable Accommodations
October 9, 2013 10:00am – 11:00am WEBINAR
Members: $25 | Non-Members: $40
Transition from Manager to Leader Facilitated by Lois Hall
Today more than ever, managers at all levels are being asked to both lead and manage. This course is intended for individuals who must effectively manage employees and consistently lead by example. This program will enable you to understand the differences between leadership and management skills, develop a balance leadership and management and use your skills interchangeably. Participants will learn to: • Understand your preferences for leadership and management. • Develop areas of strength and areas for development. • Identify the differences and advantages between leadership and management. • Learn when to utilize each skill effectively.
October 24, 2013 8:30amwww.sdea.com – 12:30pm
Members: $70 | Non-Members: $120 Page 17
Updating Your Supervisory Skills Facilitated by Dr. Lori Miller
Whether we like to admit it or not, our skills as supervisors can get worn down by the day-to-day grind of business. This updated workshop reviews what it takes to be an effective and inspiring leader. Get motivated again! Remember the joys and challenges inherent in the job. Rediscover your enthusiasm and learn some new tools in the process. This hands-on workshop will give you an opportunity to practice already-acquired but forgotten skills and help you lead, motivate, and communicate more effectively. December 4, 2013
9:00am – 4:00pm
Members: $130 | Non-Members: $200
Workers’ Compensation Basics
Facilitated by Jennifer Jacobus, PHR-CA
The purpose of this seminar is to provide you with practical, up-to-date information on the workers’ compensation process. Anyone who might be involved with worker’s comp claims, whether from an administrative standpoint or from a financial standpoint, must stay on top of the complex issues associated with workers’ comp. Knowing and utilizing these issues can mean the difference between a successful or unsuccessful outcome. December 11, 2013 9:00am – 12:00pm
Members: $70 | Non-Members: $120
How to Register: Registering to SDEA’s training courses and programs is easier than ever before! You can do so: • By calling our registration line at 858.505.0024 • By emailing us at registration@sdea.com • Or online at www.sdea.com SDEA Cancellation Policy: All reservation cancellations for ANY SDEA event or class MUST be received within 5 business days prior to the event in order for registrants to receive a full refund. Within 2 days of the event, registrants will receive a 50% refund. And within 24 business hours, registrants will not be eligible for a refund. Scheduled participants who fail to attend will be billed for the full cost of registration. Page 18
2013 FALL Professional Development Course Trainers
The best of the best!
Cathi Marx is Vice President of Risk Management Services with Aspen Risk Management Group. She began her career in environmental health and safety in the Coast Guard Reserves. She has a strong ability to analyze exposures and loss history to advise and implement safe, cost effective, efficient, and regulatory compliant solutions. Cathi works with clients and brokers to minimize loss exposure for their clients, protecting employees from workplace injury and providing strategic improvement plans to senior management. Cecile Bereal, founder of RMA Management Alliance, Inc., holds a Masters degree in HR, specifically in Organizational Effectiveness/Management and a Bachelors Degree in Business Administration. Cecile’s company specializes in human resources as it relates to employee relations, investigations, facilitations and collaborations. Jan Zaragoza is the author of “MEETINGS OVER EASY” — How to Have Better, Shorter, More Productive Meetings. She is president of High-Performance Training Solutions, a performance improvement firm specializing in the areas of business communications and supervisory and management development. She designs and conducts training programs on time management, strategic presentation skills, business writing, coaching skills, effective meeting skills, and performance management. Janis Whitaker is the owner of J P Whitaker & Associates, a results-oriented management training and consulting enterprise since 1991. Janis has been a trainer and educator since 1977. She was a Corporate Trainer and Supervisor in the manufacturing environment for seven years for a Fortune 500 Company. As a trainer and consultant, she has experience working in many different environments. Her subtle humor, personable style and seasoned professionalism set her apart from the rest. Jennifer Jacobus has worked for the SDEA since 1988 and is an expert in the field of Human Resources. Jennifer conducts Human Resources audits, drafts and reviews employee handbooks, and provides advice and assistance with employeremployee/employment related issues for the SDEA membership. Jennifer has created and conducted training in the areas of employment law, exempt and non-exempt status, independent contractors, and handbook dos and don’ts. Jenny Kazan-Mills is a human resources consultant with SDEA. Prior to coming to SDEA she worked as an HR professional for various small businesses and large corporations in both the public and private sectors. She has a wide range of human resource management experience including experience in the manufacturing, financial services, biotechnology, non-profit and government sectors. She has performed a full-range of human resource professional functions from talent management, benefits administration, employee relations, training and development and implementing business strategic initiatives. Lori Miller, Ph.D. is a professional business consultant and college professor who teaches people how to enrich and sophisticate their professional and personal goals. The series of workshops she offers through SDEA is designed to motivate business people to understand and reinvigorate their work environments and goals, to clarify their roles at work, and to become more successful communicators in the work place. She also works as a professional coach and editor, and many have used her assistance in re-framing their resumes. Lois Hall brings over twenty years of independent and corporate business experience in training, development, coaching and management. She has designed training and coaching programs and facilitated workshops for all levels of employees, with emphasis on skill and career development. Her expertise is in leadership and management development, performance management, career management, succession planning, strategic planning and talent management, and sales. Mechel Peterson has over 19 years of professional experience in Human Resources with a solid background in Compensation, Benefits and HRI. Mechel has in-depth knowledge of base and incentive compensation. Her strong background in equity programs, executive compensation and global compensation are valuable aspects to her training courses. Michelle Peard has over 20 years of HR experience with an emphasis in training and development. She has consulted hundreds of employers from manufacturing, non-profit, financial and service industries on various HR issues ranging from compliance with state and federal laws, strategic initiatives and the development of training programs for first line supervisors, middle managers, executives and HR professionals. She served as President of San Diego-ASTD (American Society for Training and Development) chapter, received a “lifetime achievement award” for her contribution to the profession and is also a life-time member of ASTD. Tom Bright, founder of Bright Training Solutions, Inc., has provided training solutions for over 20 years. He has trained over 12,000 front-line workers, supervisors, managers and executives for hundreds of companies. For the past twenty years BTS has 858.505.0024 designed and delivered training programs for organizations of all sizes and industries.
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Class & Program Dates By Month FALL Course Catalog ► September 09.10.13 09.11.13 09.12.13 09.17.13 09.18.13 09.25.13 09.26.13 09.27.13
► October
10.02.13 10.03.13 10.08.13 10.09.13 10.10.13 10.15.13 10.16.13 10.17.13 10.22.13 10.23.13 10.23.13 10.24.13 10.30.13
Supervisory Skills Program Begins Fundamentals of HR* Strategic HR(2-day course)* Conducting Effective Performance Appraisals* Supervisor and the Law Harassment Prevention Training Managing Disabilities in the Workplace* Administering Benefits*
2013
Common Pitfalls: Exempt vs. Non-Exempt* (webinar) Skills for Working Leaders I Managing Chaos* The Headache that is California Leave Laws* (webinar) Business Ethics* Resolving Conflict* Be the Exception, Not the Rule: Top Firing Mistakes* (webinar) Becoming A Confident Leader Generations Working Together* Harassment Prevention Training (webinar) Strategic Interviewing* Transition from Manager to Leader Personnel Law*
► November 11.01.13 11.06.13 11.07.13 11.08.13 11.12.13 11.13.13 11.14.13 11.19.13 11.20.13
► December
12.04.13 12.05.13 12.10.13 12.11.13 12.18.13 12.19.13
Challenging Claims & Controlling Costs: UI Benefits* Safety & Security* Orientation: It’s Not Just About the Forms* Compensation Basics* Documentation & Termination* Leveraging the Power of Personality: DISCover Your Strengths* Skills for Working Leaders II Effective Communication in the Workplace* Harassment Prevention Training
Updating Your Supervisory Skills Administering Leaves of Absence* Developing Job Descriptions* Workers’ Compensation Basics* Harassment Prevention Training (webinar) Handbook Formation*
858.505.0024 * Classes thatwww.sdea.com offer HRCI credits
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