Cascade Employers Association Unsurpassed resources for great employers
January to April 2010
Rely on Cascade’s depth of knowledge to support your managers, supervisors, and employees with the training they need – and the content they’ll use ■ ■ ■ ■
Employment Law Compliance Human Resource and Supervisory Certificate Programs Leadership Development for Managers and Teams Workplace Safety Management
Never stuffy. Always practical. Completely reliable.
PROGRAMS IN THIS ISSUE January Briefing: Great Employer Panel Briefing: Managers’ Roles in Guiding Change Leadperson Effectiveness Member Advisory Forum Monthly Compliance Topic Recognition Techniques and Programs Safety Series: Setting the Safety Climate Training and Employee Development February Basics of Supervision: 2-Day Workshop Harassment Awareness Training Leadership Forum Learning to Lead: 3-Part Series Monthly Compliance Topic Safety Series: Supervisory Safety Management Supervisory Skills Breakfast Series March
Briefing: Maximize Your Membership Investment Briefing: Taking Care of Business - Internal Customer Service
March (continued) HR Leadership: A Certificate Program for Human Resource Professionals Leadperson Effectiveness Monthly Compliance Topic Reasonable Suspicion Training Safety Series: Setting the Safety Climate (in Spanish) Supervisory Skills Breakfast Series April Basic Medic First Aid® and AED Basics of Supervision: 2-Day Workshop Briefing: Strategic Planning Briefing: Trends in the 401(k) Marketplace Coaching Employees and Supervisors Developing Wage and Salary Programs Employee Handbooks and Supervisory Manuals Gossip, Rumor and Negativity Misconduct Investigations and Discipline Monthly Compliance Topic Safety Series: Supervisory Safety Management (in Spanish) Supervisory Skills Breakfast Series
January to April 2010 PROGRAM TOPICS
Cascade Employers Association
Human Resource and People Issues Coaching Employees and Supervisors Developing Wage and Salary Programs Employee Handbooks and Supervisory Manuals Gossip, Rumor and Negativity Harassment Awareness Training HR Leadership: A Certificate Program for Human Resource Professionals Misconduct Investigations and Discipline Monthly HR Compliance Series Recognition Techniques and Programs Training and Employee Development
Cascade is an exceptional, member-based resource for employers committed to developing a strong, vital workforce. We work with you to train, develop and grow your people, while providing ongoing support and straightforward answers to employment questions. The positive, practical approach to workforce excellence.
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■ Employment law compliance ■ Resources and tools to develop your HR function ■ Training - human resources, leadership, employee development ■ Pay information - Local/state/national survey data ■ Group programs - Health insurance/ retirement/workers' compensation
Leadership and Supervisory Development Basics of Supervision Leadership Forum Leadperson Effectiveness Learning to Lead: 3-Part Series Supervisory Skills Breakfast Series
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Safety and Workers’ Compensation Basic Medic First Aid® & AED Reasonable Suspicion Training Managing and Leading Workplace Safety: a Two-Part Series
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For the ninth year in a row, Cascade Employers Association is proud to be named one of the 100 Best Companies to Work For by Oregon Business Magazine
Briefings Great Employer Panel Managers’ Roles in Guiding Change Maximizing Your Membership Investment Strategic Planning Taking Care of Business Internal Customer Service Trends in the 401(k) Marketplace
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Join the Best! cascadeemployers.com
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Forums Member Advisory Forum
CASCADE EMPLOYERS ASSOCIATION
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Great Employers, Great Results
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TRAINING CATALOG
Human Resource and People Issues HR Leadership: A Certificate Program for Human Resource Professionals
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s n o i t a l u t a r g Con
2009 HR Leadership Graduates
Whether you are a small business administrator with newly assigned “HR” duties or a seasoned manager of a large corporation, this program transforms managers into visionary workplace leaders by underscoring the vital role the Human Resource function plays in the success of any organization. This in-depth program consists of 24 hours of required coursework, March 3-5, and 16 hours of elective coursework over the following few months.
Barbara Benson, Canby Utility Board Shana Brody, Cascade Employers Association Tina Hamel, Cascade Employers Association Julia Bulfin, City of Fairview Kristy Fuchs, Davis Tool, Inc. Michael Dawes, Enoch Manufacturing Karla Kelso, Goodwill Industries of Lane County Victoria Treml, Hi-Tek Electronics Tim Iburg, House of Antique Hardware* Colleen Kuhn, Human Services Council Becky Doran-Noble, ICWUSA.COM, Inc. James Schneider, JB Instant Lawn Inc. Neal Caloia, Jerry’s Home Improvement Veronica Bruner, National Frozen Foods Corp. Denalyn Lovingier, Northwest Pipe Company Jena Hendricks, Oregon Mutual Insurance Donna Johnson-Meisner, Revera Assisted Living* Kristina Richardson, Skyline Sales Cory Bobb, Spirit Mountain Gaming, Inc.* Christina Flynn, Spirit Mountain Gaming, Inc. Michelle Volz, Spirit Mountain Gaming, Inc. Andrew Lane, St. Vincent de Paul Society Matt Truax, Truax Corporation Kathleen Bourne, Tunnel Radio of America, Inc.* Kara Rotella, United Way of the Mid-Willamette Valley Hilary Hefferlin, University of Oregon Foundation Lani Plummer, Western Beverage Erma Reynolds, Western Beverage Tracy Murphy, Western Partitions, Inc.
Required coursework covers: ■ HR Leadership: Reaching the Next Level ■ Communicating the Mission ■ Managing Risk ■ Organization Development ■ Linking Individual Jobs with Organization Success ■ Managing Performance and Recognizing Success Visit cascadeemployers.com for complete details of this certificate program, including elective coursework descriptions. Presenters: Cascade Employers Association Professional Staff Dates, Time, Locations and Cost Wednesday-Friday, March 3-5, 2010 8:30am to 4:30pm Cascade Employers Association - Salem Cascade Member Price - $995.00 * Standard Price - $1495.00 * *Early Bird and multiple registrant discounts available.
ATTEND 24 Hours of Required Coursework
CHOOSE 16 Hours of Elective Programs
EARN Your HR Leadership Certificate
* Scheduled to graduate in December 2009
Take stand-alone electives or the complete series and save!
CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
Human Resource and People Issues (cont.) Developing Wage and Salary Programs Free to those enrolled in HR Leadership This program presents information that every human resource professional should possess for developing and implementing wage and salary programs. Developed effectively, such programs attract and retain the best and brightest employees – employees who will contribute positively to your organization’s goals.
Coaching Employees and Supervisors Free to those enrolled in HR Leadership Bringing out the best in others isn’t always an easy task. This workshop provides participants with techniques for guiding and motivating employees and supervisors toward reaching higher levels of performance. ■ ■ ■ ■
Active listening Constructive feedback Dealing with negativity Coaching to spur taking on responsibility
Topics include: ■ Aligning pay with company goals ■ Choosing a compensation strategy ■ Effective use of job descriptions and market surveys ■ Maintaining competitive pay practices
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association Date, Time, Location and Cost Wednesday, April 7, 2010 1:00pm to 4:30pm Cascade Employers Association - Salem Member Price - $90.00/Standard Price - $135.00
Presenter: Jerry Bumgarner, CCP, Director of Research and Compensation Services Cascade Employers Association Date, Time, Location and Cost Wednesday, April 7, 2010 8:30am to 12noon Cascade Employers Association - Salem Member Price - $90.00/Standard Price - $135.00
Pay discrimination issues? Fair pay legislation may lead to more complaints, government audits, and costly settlements. Your organization’s risks increase as pay reductions, layoffs and job blending rise due to the economic downturn. Expert compensation services from Cascade Employers Association will give you the tools you need to reduce risk and protect your organization.
Reduce your organization’s risk. Call Cascade Employers Association.
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Pay Discrimination Statistical Analyses Adverse Impact Analyses Affirmative Action Market Pay Comparisons
We deliver unsurpassed resources to develop good employers into great employers PayRight™ Compensation Services • Harassment & Compliance Training • Workplace Mediation Affirmative Action Programs • Misconduct Investigations • Supervisory Coaching
Portland 503.224.5219 • Salem 503.585.4320 • cascadeemployers.com CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
Harassment Awareness Training for Employees and Supervisors
Employee Handbooks and Supervisory Manuals Free to those enrolled in HR Leadership Properly developed and administered, employee handbooks and supervisory manuals are powerful tools that promote consistency in human resource administration and help reduce and respond to employee-initiated legal actions. This workshop will provide you the basics for developing, administering, and communicating organization policy.
Typically conducted on-site, this public offering provides an opportunity for employees and supervisors who may be new to your organization or who may have missed previous training. Now is the time to get into compliance and ensure all of your employees have received the proper training. Topics include: ■ Introduction to Discrimination Regulation ■ Protected Class and Civil Rights Issues ■ Legal Definition of Sexual Harassment ■ Recent Case Developments ■ Recognizing Sexual Harassment ■ Popular Myths ■ “In This Together” Film ■ Review of Model Harassment Policy ■ Responding to Claims of Harassment
Topics include: ■ Crafting a company-specific document reflecting company standards ■ Ensuring employee and management “buy-in” ■ Common legal pitfalls ■ Supervisory manuals for consistent policy administration Presenter: Patrice Altenhofen, President Cascade Employers Association
Topics for additional hour of supervisor training: ■ Investigations ■ Liabilities Associated with Complaints ■ Responsibilities as Supervisors
Date, Time, Location and Cost Tuesday, April 6, 2010 8:30am to 12noon Cascade Employers Association - Salem Member Price - $90.00/Standard Price - $135.00
Presenter: Patrice Altenhofen, President Cascade Employers Association
Gossip, Rumor and Negativity
Date, Times, Location and Cost Thursday, February 11, 2010 Cascade Employers Association - Salem
Negativity, gossip and rumor undermine what your organization values most. They tear at the heart of the workplace and drive insecurity, distrust, resistance to change and turnover. To make your organization more positive and productive, we will explore in this session:
9:00am to 11:00am (Employee Session) Member Price - $65.00/Standard Price - $95.00 9:00am to 12noon (Supervisor Session) Member Price - $90.00/Standard Price - $135.00
■ How to meet people’s needs and to counter the negativity that drive gossip and rumor, and ■ How to address the rumors and the problem makers who circulate them. Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
Satisfy Your PHR/SPHR Recertification Credits!
Date, Time, Location and Cost Tuesday, April 20, 2010 8:30am to 12noon Oregon School of Massage - Portland Member Price - $90.00/Standard Price - $135.00
CASCADE EMPLOYERS ASSOCIATION
As an approved provider of the Human Resource Certification Institute (HRCI), many of Cascade Employers Association’s programs qualify for recertification credits.
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TRAINING CATALOG
Human Resource and People Issues (cont.) Misconduct Investigations and Discipline Free to those enrolled in HR Leadership Workplace investigations are an important part of any employer’s disciplinary process and are the first line of defense against lawsuits and company liability. This workshop focuses on practical steps and techniques you need to know about investigations and discipline.
Recognition Techniques and Programs Free to those enrolled in HR Leadership Most organizations make major mistakes in their recognition programs that undermine commitment and teamwork. Giving positive recognition is both a skill and an art, but most of all it is a commitment. In this workshop, we will explore what leaders and organizations do poorly and do well - the do’s and don’ts of praise and showing appreciation.
Topics include: ■ Establishing facts ■ Interviewing witnesses ■ When to involve legal counsel ■ Confidentiality ■ Documentation ■ Weighing the evidence ■ Administering discipline
We will also: ■ Share best experiences with spontaneous and organized recognition ■ Learn what the research says about how often recognition is needed and what impact it has ■ Receive written descriptions of both key actions and the top ten creative ways Oregon organizations recognize good work.
Presenter: Patrice Altenhofen, President Cascade Employers Association
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
Date, Time, Location and Cost Tuesday, April 6, 2010 1:00pm to 4:30pm Cascade Employers Association - Salem Member Price - $90.00/Standard Price - $135.00
Date, Time, Location and Cost Tuesday, January 5, 2010 1:00pm to 4:30pm Clackamas Community College - Wilsonville Member Price - $90.00/Standard Price - $135.00
Training and Employee Development Free to those enrolled in HR Leadership Training is a long-term investment in better performance and employee commitment. This workshop will prepare participants to achieve a higher return on their training investments. ■ ■ ■ ■ ■
On-Site Training ... YOUR FACILITY - OUR EXPERTISE
Assessing needs Design and delivery Getting top management support Training plans Evaluation
Nearly any topic in Cascade’s core curriculum can be presented at your choice of location and adapted to fit your organization’s culture and goals. ■ Easy to set up ■ High impact
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
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Date, Time, Location and Cost Tuesday, January 5, 2010 8:30am to 12noon Clackamas Community College - Wilsonville Member Price - $90.00/Standard Price - $135.00 CASCADE EMPLOYERS ASSOCIATION
Cost-effective Many programs are also available for your Spanish-speaking employees
For details, call 800.835.5518 or e-mail info@cascadeemployers.com.
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TRAINING CATALOG
Supervisory Skills Breakfast Series Are you responsible for getting the best out of others’ work? If so, join us at this breakfast series for a dynamic review of what works well and what (surprisingly!) doesn’t when supervising. Series participants will help frame the issues, such as: ■ Setting Personal and Team Goals and Reaching Them ■ Engaging and Motivating All Employees ■ Active Listening: The #1 Skill Employees Appreciate ■ Gaining Skill with Difficult Conversations ■ Employment Law Basics for Supervisors ■ Preventing and Dealing with Harassment ■ Dealing with High Emotions, Gossip and Negativity ■ Gaining Employee Commitment for Change ■ Accountability ■ Other Topics TBA Participants may take any or all of the sessions. Guest experts will participate along with a series leader. Learners who complete seven or more of the sessions will earn a Supervisory Skills Certificate. Date, Time, Location and Cost Second Wednesday every month: February through December, 2010 (excluding August) Winter Breakfast dates: February 10; March 10; April 14 7:00am to 9:00am Cascade Employers Association - Salem Member Price - $375.00/series or $65.00/single session Standard Price - $565.00/series or $95.00/single session
HR Compliance - A Monthly Webinar Program When you want to do the right thing in the right way for your people, rely on our people. The most common type of question Cascade gets asked is compliance-related. Figuring out how to place an employee on family leave, properly document misconduct, or make a reasonable accommodation can be a frustrating process and if not done properly can lead to liability. This one-hour, monthly Webinar program provides in-depth information and tools for common workplace compliance issues. To make sure you get timely and relevant information, our topics vary each month. Sample topics include: ■ ■ ■ ■
Conducting harassment investigation interviews Placing an employee on family leave Making a reasonable accommodation Adverse impact analysis
Return to work Writing disciplinary notices Accuracy in performance appraisals Recent regulatory changes and court decisions
And many more! We will announce the monthly topic well in advance of each Webinar so you can decide if it's for you. Presenters: Cascade Employers Association Professional Staff Date, Time and Cost: 9:00am to 10:00am the third Wednesday each month, continuing from January 20, 2010. Cascade Member Price - $500.00 for 12 HR Compliance Webinars*; or $50.00 for single Webinars. * Must enroll in 12 HR Compliance Webinars within 12 months of the date of your initial registration. CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
Leadership and Supervisory Development Basics of Supervision (2-Day Workshop)
Leadperson Effectiveness
Every lead, supervisor, and manager should have The Basics. This is a key program for supervisors.
The job of leadperson is tough. It demands you strike a difficult balance between being a worker and being a supervisor. Getting the job done when you (and everybody else) know that you have little authority requires some complex skills.
Leadership Skills – Build insight and strength in: ■ What it really means to be a supervisor – the expectations, role, and obligations. ■ Motivation and Improving Performance ■ Communication and Conflict Resolution ■ Goal Setting ■ Giving Positive and Critical Feedback
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Employment Relations – Develop an understanding of: ■ Basics of Employment Relations Law ■ Developing Performance Standards ■ Discipline and Documentation
Making the switch from co-worker to leadperson Clarifying your role Understanding other people and motivation Dealing with negativity in yourself and others Team-building skills Communication Leadership skills (when you have limited authority) Goal-setting Keeping track and giving recognition Coaching and training for better performance
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
Every participant who completes the program receives a personalized certificate. Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
Dates, Time, Locations and Cost Thursday, January 21, 2010 8:30am to 4:30pm Cascade Employers Association - Salem
Dates, Time, Locations and Cost Thursday and Friday, February 11 & 12, 2010 8:30am to 4:30pm PacificSource Health Plans - Springfield
Thursday, March 11, 2010 8:30am to 4:30pm Boyd Coffee Company - Portland
Wednesday and Thursday, April 28 & 29, 2010 8:30am to 4:30pm Cascade Employers Association - Salem
Member Price - $170.00/Standard Price - $255.00
Member Price - $275.00/Standard Price - $410.00 “This course was informative and lent to open dialog on real issues in the workplace.” Diana Zoren Western Energy Institute
CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
New!
Learning to Lead: 3-Part Series
Leadership Forum
The values, language and skills in Learning to Lead provide an enterprise-wide approach for aligning the power of people and knowledge with your organization’s strategic goals. With the rarest of exceptions, leaders are truly made, not born. These courses deliver high-performance strategies for personal leadership that keep employees on track and moving in the right direction.
This innovative program will combine content and exploration of participant best practices and challenges. By inviting issues for leaders before and during the program, we will discuss: ■ Keeping a positive environment or culture in down times ■ Improving communication between different departments, locations and shifts ■ Preventing and resolving conflicts between individuals and organizational units ■ Taking performance management to the next level
■ Managing Your Priorities guides participants in handling competing priorities, improving communication and mastering the complex interactions and hand-offs required to get a job done. Tuesday, February 2, 2010
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
■ Coaching: Bring Out the Best in Others provides participants with techniques for guiding and motivating their peers toward reaching higher levels of performance. Tuesday, February 9, 2010
Date, Time, Location and Cost Thursday, February 4, 2010 8:30am to 4:30pm First Alternative Co-Op - Corvallis Member Price - $170.00/Standard Price - $255.00
■ Moving From Conflict to Collaboration provides techniques for transforming conflict, a byproduct of today’s more collaborative work environments, into positive outcomes. Tuesday, February 16, 2010
Member Advisory Forum Help us help your workforce thrive so your business prospers: best practices, challenges, and service needs.
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
We invite you to join us for this one-hour online forum:
Time, Location and Cost 8:30am to 12noon Clackamas Community College - Wilsonville
■ Discuss and learn from other Members’ current successes and challenges ■ Provide input to Cascade on areas of HR service and training that will enhance your employment objectives ■ Give your opinions about what Cascade should keep doing, start doing, or stop doing
3-Part series price: Member Price - $295.00/Standard Price - $425.00 Single session price - on a space available basis: Member Price - $110.00/Standard Price - $145.00
Date, Time, Location and Cost Tuesday, January 19, 2010 10:00am to 11:00am Presented Online for Your Convenience Member Price - FREE
CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
Safety and Workers’ Compensation Basic Medic First Aid®/AED
Reasonable Suspicion Training
Participants who complete this workshop will receive a successful certification card in CPR (Cardio-Pulmonary Resuscitation) and first aid. The program meets OSHA requirements for the states of Oregon and Washington.
In this 2-hour workshop participants will receive training on the signs and symptoms of drug use and the signs and symptoms of alcohol misuse. This training certifies that supervisors have received the qualified training to make conscious decisions and documentation regarding reasonable suspicion for drug and alcohol testing.
This workshop will include training in basic skills: ■ SETUP and Barriers ■ Assess Responsiveness ■ Opening Airway ■ Foreign Body Airway Obstruction ■ One-Rescuer CPR ■ Chain of Survival ■ Formal & Informal Debriefing ■ Control of Bleeding ■ Shock Management ■ Ongoing Assessment
Topics covered include: ■ Introduction to Drugs and Alcohol in the Workplace ■ Pre-Test Process ■ Effects of Drugs and Alcohol (personal, social, workplace) ■ Observing Signs and Symptoms of Drug and Alcohol Use and Abuse ■ How to Deal with Difficult Situations ■ Approaching Workers in Cases of Reasonable Suspicion ■ Post-Test Process
An AED session follows the Basic course. Learn how to use automated external defibrillators (AED’s) in a session directly following the Basic Medic First Aid course. AED’s are becoming more available everywhere. AED’s are used prior to the arrival of Emergency Medical Services and are an integral component in the chain of survival.
Presenter: Patrice Altenhofen, President Cascade Employers Association Date, Time, Location and Cost Tuesday, March 16, 2010 9:00am to 11:30am Sure Power Industries - Tualatin Member Price - $65.00/Standard Price - $95.00
This AED short-course will cover: ■ The Chain of Survival ■ Integrating the use of an AED in your emergency plan ■ Basic AED operation ■ Troubleshooting and other considerations Presenter: ABC Lifeline, a Medic First Aid training service.
Get the answers you need, fast
Date, Time, Location and Cost Thursday, April 22, 2010 8:30am to 1:30pm Cascade Employers Association - Salem Member Price - $65.00/Standard Price - $95.00
When you need real-world employment advice and experienced insight, we’ve got it. Our brain trust of experts will respond quickly to help you make confident decisions.
CASCADE EMPLOYERS ASSOCIATION
Cascade Members: As part of your membership fee we provide you a unique “AnswerSource” helpline to get quick, reliable answers to your employment questions. Call 866.232.7378.
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TRAINING CATALOG
Managing and Leading Workplace Safety: Two-Part Series
Offered in English and Spanish
Part One: Setting the Safety Climate
This two-part series provides tools and suggestions for creating and maintaining a high level of safe performance in organizations. The focus is on both an overall organizational approach to safety and how individual managers and supervisors can influence greater safety awareness and success within their own teams.
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Developing an Effective Safety Culture Key Laws to Address with Policies and Actions Conducting a Safety Audit Effective Safety Committee Leadership Thursday, January 14, 2010 (in English) Thursday, March 11, 2010 (in Spanish)
Part One focuses on the larger organizational issues of climate setting, legal awareness, conducting safety audits and establishing and using effective safety committees.
Part Two: Supervisory Safety Management
Part Two shifts to the more specific safety roles and responsibilities of team leaders. Topics include suggestions for training and coaching on safety issues, motivating employees toward safe behavior, conducting accident investigations, and breaking the cycle of accident repeaters.
■ Effective Safety Supervision ■ Conducting Effective Accident Investigations ■ Helping Accident Repeaters Improve
Sessions are highly interactive and include planning time for participants to apply the principles covered to the needs of their organization and to the specifics of their personal job responsibilities.
Time, Location and Cost 8:00am to 12noon Cascade Employers Association - Salem
Thursday, February 11, 2010 (in English) Thursday, April 8, 2010 (in Spanish)
2-Part series price: Member Price - $170.00 Liberty Northwest Policyholder Price - $170.00 Standard Price - $255.00
Every participant who completes the two-part series receives a personalized certificate. English Presenter: Rob Russell, Principal Russell Consulting
Single session price - on a space available basis: Member Price - $90.00 Liberty Northwest Policyholder Price - $90.00 Standard Price - $135.00
Spanish Presenter: Salvador Zamudio, Consultant Applied Growth Transitions
Liberty Northwest and Cascade Employers Association have partnered to offer qualifying Cascade Members a comprehensive Workers’ Compensation Group Program. ■ Pricing incentives to encourage improved safety and reduced losses. ■ Premium credit to policyholders who maintain a qualifying alcohol and drug free workplace program during policy period. ■ Highly trained risk management team responsible for monitoring the group’s performance and providing assistance to employers experiencing safety problems. To learn more about this comprehensive program, contact Cascade at info@cascadeemployers.com.
CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
Employer Briefings NO CHARGE to Member Organizations
Trends in the 401(k) Marketplace
These Briefings, only two hours in length, focus on best practices in the workplace and offer useful information for HR managers, executives, and business owners.
If you are an employer who sponsors a 401(k) or 403(b) retirement plan, then chances are good that you’ve heard about some emerging “trends” in Defined Contribution plans, but weren’t sure of the benefits or drawbacks of these features or how to implement them for your organization.
Great Employer Panel What a difference it is to move from being a Good Employer to being Great! Employees are engaged, customers are loyal, productivity is high and innovation is frequent.
We’ll discuss some of these “hot topics” and how to determine when and where they might fit in the framework of your retirement plan. Topics we’ll discuss include: ■ Automatic Enrollment ■ Roth 401(k) ■ Target Date Investments ■ Fiduciary Liability Protection
Come and share your achievements and challenges while hearing from leaders who get specific about what we can all do, and what they have done, to be Great. Facilitator: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association
Presenter: Curtis Farmer, Retirement Program Manager Cascade Employers Association
Date, Times, Locations and Cost
Date, Time, Location and Cost Tuesday, March 23, 2010 10:00am to 11:00am Presented Online for Your Convenience Member Price - FREE/Standard Price - $55.00
Tuesday, January 12, 2010 8:30am to 10:30am Cascade Employers Association - Salem Tuesday, January 12, 2010 1:30pm to 3:30pm Johnstone Supply - Portland Member Price - FREE/Standard Price - $55.00
Dynamic Presenters Available Need a Speaker?
Cascade's Speakers Bureau is comprised of our own dynamic presenters, delivering cutting-edge presentations on a variety of employment-related topics. Whether you need a 45-minute luncheon presentation or an expert to speak at your next industry conference, our seasoned professionals can deliver a variety of topics, including: ■ ■ ■ ■
Minimizing Employment Risk How to Manage HR Without an HR Manager Your Number One Risk Factor? Supervisors! Motivating and Retaining Your Good Employees
■ Toxic Attitudes: Clean Them Up Before They Poison the Team ■ Draining the Pain from Salary Reviews ■ Becoming a Great Place to Work
For more information, contact Cascade at training@cascadeemployers.com or call us at 1.800.835.5518. CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
Taking Care of Business: Internal Customer Service
Managers’ Roles in Guiding Change Change involves risk. It can be a wise change that dies from lack of commitment or an unwise change that lives due to lack of open dialog. Learn the primary reasons change fails and change succeeds. Gain a chart on the six dimensions of earning employee commitment to change and specifics on the three stages of transition.
“It isn’t fair! Why do our external customers always come first?” If you’ve heard this comment recently, it may be time to revisit operational priorities, and survey internal customer concerns. An internal customer is anyone upon whom we depend to complete a successful sales transaction, i.e., one that satisfies our external customers. Do you have projects that always seem to miss deadline? Are too many product orders incorrectly filled or shipped? Are requests for service being ignored? Are your best external customers beginning to look elsewhere?
Participants are trained in the four roles they need to play when an unpleasant shock affects the organization and how to help people be resilient during a crisis. You will also learn the Six Thinking Hats process for planning, guiding and debriefing a major change.
This Web-based briefing will cover: ■ Improving communication: asking productive questions, paraphrasing, and listening in order to understand ■ Attitude adjustment ■ Playing to strengths
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association Date, Time, Location and Cost Thursday, January 14, 2010 10:00am to 11:00am Presented Online for Your Convenience Member Price - FREE/Standard Price - $55.00
Presenter: Jean Bonifas, M.A., Consultant Springboard NW LLC Date, Time, Location and Cost Thursday, April 15, 2010 10:00am to 11:00am Presented Online for Your Convenience Member Price - FREE/Standard Price - $55.00
Maximizing Your Membership Investment Whether you’ve been a Member of Cascade Employers Association for years or you’ve recently joined, knowing the benefits of membership is vital for maximizing your membership investment. Exclusively for Cascade Members, this Web-based briefing will review the wealth of HR business solutions available to you and how best to access them. We will cover: ■ Resources and tools at no charge ■ Services and resources at reduced rates ■ Recently introduced services and products ■ A tour of Cascade’s information-rich Web site, including Members Only Area
“This was my first experience participating in a Webinar. The instructions were easy to follow and I had the extreme benefit of one-on-one instruction!” Sharon Carver Courtyard Properties
Presenter: Gayle Klampe, Director of Member Relations Cascade Employers Association Date, Time, Location and Cost Tuesday, March 9, 2010 10:00am to 11:00am Presented Online for Your Convenience Member Price - FREE CASCADE EMPLOYERS ASSOCIATION
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TRAINING CATALOG
Employer Briefings (cont.) Strategic Planning The most important work leaders do is establish a mission, a vision and values for and with the organization and then develop a solid plan for achieving goals that bring the mission, vision and values to life. That work, along with charting key directions and priorities, is often unsuccessful due to a lack of expertise in the process.
5 Easy Ways to Register for Training
Learn Best Practices in strategic planning from preparation and settings to facilitation and follow up. Participants will receive a step-by-step guideline that they can put into action.
1. Phone: Our knowledgeable staff is always ready to assist with your training questions. You can reach us at 503.585.4320 (Salem), 503.224.5219 (Portland), or toll free at 800.835.5518.
Presenter: Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association Date, Times, Locations and Cost Tuesday, April 27, 2010 8:30am to 10:30am Cascade Employers Association - Salem
2. Web site: Register online at cascadeemployers.com under “Workshops and Events.�
Tuesday, April 27, 2010 1:30pm to 3:30pm Hearthstone at Murrayhill - Beaverton
3. E-Mail: E-Mail us at info@cascadeemployers.com.
Member Price - FREE/Standard Price - $55.00
4. Fax: Fax the registration form in back of this catalog to Cascade at 503.585.4322. 5. Mail: Mail registration form with payment to: Cascade Employers Association 4068 Hudson Avenue NE Salem, OR 97301
CASCADE EMPLOYERS ASSOCIATION
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About the Presenters Patrice Altenhofen, President Cascade Employers Association Patrice was appointed President in the fall of 2006 and carries forward Cascade's reputation for providing collaborative, responsive, and solution-oriented services. Prior to becoming President, Patrice served as General Counsel and Director of Human Resource Development Services. As a creative and approachable human resource professional and attorney, Patrice is credited with developing innovative training programs on a variety of employment-related issues for executives, managers, and supervisors, including the Association's comprehensive HR Leadership Pogram. She routinely participates in the development of long-term human resource and compliance strategies with top-level management of organizations from diverse industries. Jean Bonifas, M.A., Speaking Coach and Communication Consultant Springboard NW LLC As the owner and visionary behind Springboard Northwest, Jean brings to her coaching 30 years of experience as a professional communicator. She is equally a performance artist and a businessperson who has the unique ability to foster self-confidence and empower others to step into their creative potential. Jean holds a bachelor of arts degree in children's theatre from the University of Washington and a master's in speech communication from Western Washington University. She is also a Certified Laughter Leader (World Laughter Tour, Inc.) and a Certified Laughter Yoga Leader (Dr. Kataria's School of Laughter Yoga). Jerry E. Bumgarner, CCP, Director of Research and Compensation Services Cascade Employers Association Jerry has devoted more than 40 years to the field of human resources, specializing in the compensation area. He provides specialized compensation support to employers (e.g., market pay ranges, competitive pay assessments, incentive plans, performance management), and helps Cascade members to align pay with business results. In addition, Jerry conducts compensation surveys for numerous industry groups and serves as a participant on national survey steering committees. A regular presenter for workshops on the above topics, Jerry also serves with various local, regional and national professional HR groups. Glen Fahs, Ph.D., Director of Training and Organization Development Cascade Employers Association Glen is one of Oregon's most active management trainers and consultants. He is a change agent who uses training and involvement processes as ways to build skills, commitment and team work. He teaches classes on leadership and professional transitions regularly for Portland State University and has served on the local boards of United Way, Habitat for Humanity, The Oregon Ethics Commons (as President), and The American Society for Training and Development (as Oregon Chapter President). He presents workshops on performance management, leadership and communication skills, and is certified in AchieveGlobal's highly successful Learning to Lead program. Glen is particularly skilled at customizing on-site programs for employers.
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About the Presenters (continued) Curtis Farmer, Retirement Program Manager Cascade Employers Association Curtis joined Cascade in March of 2008. His principal responsibilities include management and administration of the retirement plans offered to Cascade Members through the Pacific Northwest Employers Pension Trust and the Pacific Northwest Employers Profit Sharing and 401(k) Savings Plan. Prior to joining Cascade, Curtis spent nearly 12 years in the Financial Services industry specializing in Retirement Plans, and currently consults with our members on such issues as plan design, ERISA regulations, and effective employee enrollment and education. Gayle Klampe, Director of Member Relations Cascade Employers Association Over 30 years at Cascade, Gayle has been involved in a variety of Association capacities. With her experience and knowledge of Association services, and her ability to communicate the value of membership, she serves as Director of Member Relations. In this role, Gayle oversees all membership activities. She instinctively assesses the needs of employers, linking them to the resources that help advance workplace success. Gayle also manages coordination and development of Association marketing and communication activities, and has a contagious sense of humor.
Lynn Morris, PHR, Human Resource and Compensation Consultant Cascade Employers Association Lynn joined Cascade's Human Resource Development Team in 2003 as a Human Resource and Compensation Consultant. She is a graduate of the University of Oregon where she received her Master degree in Human Resource Management and Industrial Relations. Before coming to Cascade, Lynn's background includes nearly 10 years of experience in many areas of human resources, especially policy research and development, recruitment and selection, compensation analysis, and affirmative action. As a consultant for Cascade, Lynn works in the areas of affirmative action, handbook review and development, and compensation, and provides on-site support for specific projects or when an interim HR manager is needed. Rob Russell, Principal Russell Consulting Rob is the principal of Russell Consulting, a Portland-based company specializing in designing and presenting training programs to increase individual and group effectiveness. Before starting his consulting practice in 1984, Rob was a manager in manufacturing, retail and banking organizations for over 20 years. As a consultant he has developed and presented programs on a wide variety of topics in leadership, HR management, conflict resolution and other areas in the human relations field. Clients include American Airlines, Anheuser-Busch, Nike, Tri-Met and Sea World. He has worked with organizations in 20 states and six foreign countries.
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Michelle Toney, Human Resource Consultant Cascade Employers Association Michelle joined Cascade as Human Resource Consultant in February 2009. As a consultant for Cascade, Michelle provides practical solutions to HR issues in areas including human resource program assessments, handbook development, job description development, and payroll inquiries. Michelle's experience includes roles as a Bookkeeper, Controller, and Human Resource Manager. In 2005, Michelle earned her certificate in HR leadership through Cascade's Human Resource Leadership Certificate Program, and is currently working towards her transfer degree in Business at Linn-Benton Community College. She is an Oregon native, and is a member of the Society for Human Resource Management. Salvador Zamudio, Consultant Applied Growth Transitions Salvador Z. Zamudio has a Bachelor’s Degree in Organizational Leadership and Development and is currently working on his Executive MBA at George Fox University. Bilingual in English and Spanish, Salvador has a cumulative, progressive background in international motivational public speaking, cultural awareness, training and development, translation/interpretation, and recruiting. Salvador brings over 23 years diverse management experience and has provided training for many large commercial production companies. Salvador has acquired and delivered professional training certification in many areas including Production, Logistics, DOT compliance, OSHA compliance, Safety program development, and Personnel Team development. Salvador has served in various committees strongly supporting the efforts to integrate employees through the development of bilingual training programs. Salvador is dedicated to the continuous development of management skills in the workforce across multiple industries and cultural backgrounds.
Cascade Extends a Thank-You to Our 2009 Training Hosts Cascade partners with organizations to host public workshops in various locations, including Bend, Eugene, Medford, Portland Metro, and others. We thank the following organizations for their hospitality during 2009: Allann Bros Coffee Co. Aurora Jet Center Best Western Black Bear Inn Boyd Coffee Company Cascade Health Solutions Clackamas Community College Courtyard by Marriott Erickson Air-Crane Evanite Fiber Corporation ICWUSA Jerry's Home Improvement
Knife River Corporation Lazerquick McDonald Wholesale Mid Oregon Federal Credit Union Multnomah Athletic Club North Clackamas Chamber of Commerce ProGrass The Register-Guard Springfield Utility Board Sure Power Industries TEC Equipment
If your business has a conference room with a 15+ person capacity, we would like to discuss partnering with you. The benefit to you is an on-site opportunity to send key people to training at a reduced rate. Contact Jocelyn Billings via e-mail at jbillings@cascadeemployers.com or call her at 505.585.4320. CASCADE EMPLOYERS ASSOCIATION
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Training Locations Cascade Employers Association
4068 Hudson Avenue NE, Salem, OR 97301
From I-5, take the Market Street Exit, #256. Turn EAST onto Market Street. Travel 2-3 blocks and turn RIGHT at the second traffic light. Proceed down Lancaster Drive about a mile and a half, then turn LEFT at Hudson Avenue. We are in the building behind the Stereo King. Boyd Coffee Company
19730 NE Sandy Boulevard, Portland, OR 97230
From I-5 northbound, take the I-205 Exit, #288. Continue twenty-two miles, then take Exit #22 and merge onto I-84 East. After four miles, take Exit #13 and turn LEFT onto NE 181st Avenue. Then, after half a mile, turn RIGHT onto NE Sandy Boulevard. If traveling from elsewhere, please check MapQuest.com. Clackamas Community College
29353 SW Town Center Loop East, Wilsonville, OR 97070
From I-5, take the SW Wilsonville Road Exit, #283. Turn EAST onto SW Wilsonville Road, then LEFT onto SW Town Center Loop E. 1007 SW Third Street, Corvallis, OR 97333
First Alternative Co-Op
From I-5 southbound, take Exit #228 toward Lebanon/Corvallis. Turn RIGHT onto OR-34 and continue for approximately ten miles. Take a LEFT onto the OR-34 Bypass in Corvallis, stay STRAIGHT to go onto the ramp, and follow it slightly LEFT onto OR-99W S/SW 3rd Street. Your destination will be immediately on the LEFT. Hearthstone at Murrayhill
10880 SW Davies Road, Beaverton, OR 97008
From I-5, merge onto OR-217 via Exit #292A toward Tigard/Beaverton. Continue for three miles, then take Exit #4 and turn LEFT onto Scholls Ferry Road. Hearthstone at Murrayhill is on the corner of SW Scholls Ferry Road and SW Davies Road, approximately two miles from the turn. Parking is on the south (Scholls Ferry) side. Johnstone Supply
11632 NE Ainsworth Circle, Portland, OR 97220
From I-5, coming from the south, merge onto I-205 via Exit #228 toward The Dalles. After about 24 miles, take Exit #24B, merging onto NE Airport Way. Turn RIGHT onto NE Ainsworth Circle; Johnstone Supply will be on the right. It is a fairly conspicuous building. Oregon School of Massage
9500 SW Barbur BLVD #100, Portland, OR 97219
From I-5, take the Barbur Blvd Exit, #294. Merge onto SW Barbur Blvd/Pacific Hwy W, and continue for approximately a mile and a half. Your destination will be on the RIGHT. PacificSource Health Plans
110 International Way, Springfield, OR 97477
From I-5 southbound, take Exit #195A toward Springfield/Gateway Mall. Marge onto OR-569 E and continue for approximately one third of a mile. Turn LEFT at Gateway Street, take an immediate slight LEFT onto N Game Farm Road, and finally take the first RIGHT onto International Way. Sure Power Industries
10955 SW Avery Street, Tualatin, OR 97062
From I-5, take Exit #289 toward City Center/Sherwood. Turn LEFT onto Nyberg Road, and continue as it becomes SW Tualatin-Sherwood Road. After approximately two miles, turn LEFT onto SW Avery Street. Please note: Prior to each program, registrants will receive detailed driving directions to training locations. CASCADE EMPLOYERS ASSOCIATION
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Registration Form Program Title _________________________________________________________________________ Date(s) ______________________________________________________________________________ Time(s)______________________________________________________________________________ Location _______________________________________________Cost __________________________ Organization Name: ____________________________________________________________________ Mailing Address: ______________________________________________________________________ City: __________________________State: _______________________________Zip: ______________ Telephone: _____________________________________________Fax: __________________________ Contact Person: _________________________________________E-mail: ________________________
Please make the following reservation(s): Name: ________________________________________________Title:__________________________ E-mail: ______________________________________________________________________________ Name: ________________________________________________Title:__________________________ E-mail: ______________________________________________________________________________
Multiple Registrants Register two or more people for the same program and receive a 10% discount on total registration fee.
Payment Options Check (Make payable to Cascade Employers Association) Bill My Company (For nonmember billing, please provide a P.O.#_________________________) Charge My: MasterCard Visa American Express Card # __________________________ Expiration Date: Month____ Year_____ Customer Code # ________ Signature____________________________________________________ Print Name (as shown on card)____________________________________________________ Email Address for Credit Card Receipt: _____________________________________________ Billing address, if different from above: _______________________________________ Cascade Employers Association will make every effort to meet a request for disability accommodation. If you require accommodation, please contact us at Salem 503.585.4320 or Portland 503.224.5219
Cancellation Policy Cancellations received up to five business days prior to a training program are fully refundable. Cancellations received less than five days prior to a program, or no-shows, are non-refundable; however, fees may be applied to a future training session.
How to Register Mail To Cascade Employers Association 4068 Hudson Avenue N.E. Salem, OR 97301 CASCADE EMPLOYERS ASSOCIATION
Phone Salem 503.585.4320 Portland 503.224.5219 Fax To 503.585.4322
E-Mail tmenke@cascadeemployers.com Web site cascadeemployers.com TRAINING CATALOG
Training Tip:
How Top Management Can Support Training By Glen Fahs, Director of Training & Organization Development Cascade Employers Association
How do we ensure that we get maximum bang for our training investment? It takes leadership, preferably leadership from the top. But don’t let it stop you if the CEO or President is not interested. We can manage upward to make sure that learning is tied to organizational priorities and that it gets more than lip service from the powers that be. Training that is not well managed and tied to strategic objectives is more like education – valuable but not immediately powerful and well aligned. So when planning training, we need to know the strategic plan (if there is one – and there should be!) and what changes supervisors, managers and executives will reinforce. We need to coach higher level managers in what they can contribute, such as: ■
Clearly articulated values and goals related to learning and continuous improvement.
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Visible and practical reminders about how learning is valued, such as photos of classes on the wall with an explanation of participants’ growth areas, along with training records in personnel files that are reviewed at performance appraisal time.
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Succession planning that helps key people develop readiness for higher levels of responsibility.
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Requiring reports on what their teams are learning and how they are acting on that learning.
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A healthy budget for staff development.
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Linking accountability to goals and learning.
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Participation with others in training; i.e., leading/learning by example.
Would you add other leadership activities to the list? Would you put this topic on top management’s agenda for discussion? Glen Fahs, Ph.D. (Adult Education and Organization Development), is Cascade’s Director of Training and Organization Development and has long taught “Leadership of the Training Function” at Portland State University.
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