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Cultivating a Learning Culture HUMAN RESOURCES UPDATED January 23rd, 2020

Transcript of N W1 =WJN íëíësantabarbaracounty.ca.gov/uploadedFiles/hr/Content/... · 2020-01-23 · Our...

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Cultivating a Learning Culture

H U M A N R E S O U R C E SORGANIZATIONAL & TALENT DEVELOPMENT DIVISION

2020 COURSE SCHEDULEUPDATED January 23rd, 2020

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Monthly New Employee Welcome (NEW) and the Gift of Feedback sessionsCOB's six-month Leadership Certificate "pilot" Program (LCP)PEAK Process Improvement trainingManagement and Employee Compliance training seriesTechnical and soft skills courses with topics ranging from Microsoft Excel, PowerPoint Presentations, Accounting,Emotional Intelligence, and Business Writing to communication skills, and coaching techniques.SkillSoft Workplace Harassment and Fiscal Management e-Learning

NEW Employee Engagement Road MapNew Leadership Development SeriesNew Delta AcademyNew Human Resources AcademyNew Project Management SeriesNew Certificate programs

Thanks to the expertise, presence, and dedication of the OTD team, for the past year, we have achieved success inimproving employee engagement, promoting a feedback culture, and equipping new employees for success. Some of ourfeatured talent development activities include:

Our ongoing mission is to cultivate a learning culture. We will do this by creating new employee learning journeysthrough the use of career pathways that build leaders at every level within our organization. In parallel, we areresearching best practices for Succession Planning in preparation for future workplace trends. Some of our new 2020initiatives to help keep top talent inspired include the following:

Finally, with the ushering in of a new decade come new changes, challenges, and possibilities. Those who are willing toembrace and adapt to inevitable transformation through continuous learning will become the leaders of tomorrow. Weencourage you to take advantage of learning opportunities, address any skill gaps, and put into practice newfoundknowledge. If you have any questions please reach out to us at [email protected].

Happy Learning,Dr. Leonie H Mattison, EdD. , MBAOrganizational & Talent Development, Division Chief

Dear Colleagues: I'm thrilled to welcome 2020 in the Organizational and TalentDevelopment division (formerly known as the Employees'University). With new additions to our team in leadershipdevelopment and a new HR Director, Maria Elena De Guevara, atthe helm with decades of experience in Human Resources andOrganizational Development. Maria Elena has shared with us hervision for what the next phase of OTD could look like, and she hasempowered and inspired us to make it a reality. I believe 2020 is full of potential and will be a pivotal year for theCounty as we navigate the Renew 22 strategic initiative amiddisruptive change. It is our commitment to continue to use ouragile, employee-centric approach to equip our workforce with theskills and knowledge needed to deliver exceptional public service.

O T D D I V I S I O N C H I E F

ORGANIZAT IONAL &TALENT DEVELOPMENT

Wellness Lunch and LearnRecruitment Life Cycle training seriesDiversity & Inclusion workshopsCSUN MPA program at the Employee's University BuildingNew Subject Matter Expert ProgramHome Buying and Benefits Fairs

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Lilla Smith,Organizational andTalent DevelopmentSpecialist

Leonie Mattison,Organizational & TalentDevelopment Division Chief

June Mighty, Organizational andTalent DevelopmentDeputy Division Chief

Diana de Muranaka,Organizational and TalentDevelopment Assistant

We equip, empower, and inspire our employees to provide exceptional public service by offering high-quality training and leadership development based on our four pillars of learning; Leading Self,Leading Others, Leading Programs, and Leading County. Through customized training, tools, seminars, special services, and workshops we cultivate a learningculture for County employees at all levels.

Organizational andTalent Development

ORGANIZAT IONAL &TALENT DEVELOPMENT

OUR SERVICES

LEADERSHIPDEVELOPMENT

TALENTDEVELOPMENT

ORGANIZATIONDEVELOPMENT

TRAININGOPERATIONS

OUR CONTACT:

EMPLOYEES' UNIVERSITY BUILDING

267 Camino del Remedio, Santa Barbara, CA 93110 Email: [email protected]

Email: [email protected]

Email: [email protected] Email: [email protected]

Email: [email protected]

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TABLE OF CONTENTS

JANUARY ………………………………………………………………………………….. 7

New Employee Welcome (NEW)

Introduction to the California Legal System

Public Sector Employment Law Update (LCW)

FEBRUARY …………………………...…………………………………………………… 8

New Employee Welcome (NEW)

Foundations of Leadership

Excel 3: Linking & Sorting

Navigating the Crossroads of Discipline and Disability Accommodation (LCW)

Privacy Issues in the Workplace (LCW)

Introduction to SBC Accounting

Excel 4: Pivot Tables

Excel Lookup Functions

MARCH ……………………………..………………………………………………….……. 10

New Employee Welcome (NEW)

Employee Performance Review Training

Mindfulness, the Key to High Performance

Maximizing Performance through Evaluation, Documentation, and Corrective Action (LCW)

Key Legal Issues for Supervisors: Absenteeism, Disability and Labor (LCW)

Civil Treatment for Leaders (CTL)

Intermediate SBC Accounting

Becoming a Supervisor

APRIL ………………………………………………………………………………….……. 12

New Employee Welcome (NEW)

Coaching Skills for Long Term Results

Advanced SBC Accounting

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MAY …………………………..……………………………………………………………..13

New Employee Welcome (NEW)

Leading Effective Meetings

Career Development

Outstanding Customer Service

Human Resources Academy II (LCW)

Conducting Disciplinary Investigations: Who, What, When and How (LCW)

Goals: Setting and Managing for Today’s Workplace

Business Writing Fundamentals

JUNE …………..……………………………………………………………….……………15

Present with Excellence

New Employee Welcome (NEW)

Time Management

Communication Fundamentals

Stress Management with Beginning Yoga

JULY ……………………………………………………..……………………………….... 15

New Employee Welcome (NEW)

Summer E-Learning through Skillsoft

Summer SBCC Partnered Learning

AUGUST ……………………………………………………………………………………. 17

New Employee Welcome (NEW)

Emotional Intelligence

Court Practices and Legal Terminology

Introduction to SBC Accounting

SEPTEMBER …………………………………………………………………….……….. 18

New Employee Welcome (NEW)

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From Manager to Leader

Intermediate SBC Accounting

OCTOBER ………………………..………………………………………………………. 19

New Employee Welcome (NEW)

Mindfulness, the Key to High Performance

Leading with Emotional Intelligence

Advanced SBC Accounting

NOVEMBER ………………….…………………………………………………………… 20

New Employee Welcome (NEW)

Goals: Ready, Set, Go, Achieve, Set Again

Shifting Behaviors

Time Management

DECEMBER ……………………………..………………………………………………... 21

New Employee Welcome (NEW)

Stress Management with Beginning Yoga

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JANUARY

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, January 8th, 9 am - 4 pm. Location:

Santa Barbara. Designed with our new employees

in mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

INTRODUCTION TO THE CALIFORNIA LEGAL

SYSTEM (OP-511)

All Staff. (Leading Programs)

Tuesday, January 14th, 9 am – 4 pm. Location:

Santa Barbara. This class will review the criminal

justice system and the identification of each sub-

system (law enforcement, judicial, and corrections),

including the roles and responsibilities of each and

how they interact with each other; criminal and civil

laws, including the processing of criminal defendants

from the original arrest through court process and

the judge’s sentencing options; and comparison of

criminal and civil cases, including the different

processes involved in each type of case.

PUBLIC SECTOR EMPLOYMENT LAW

UPDATE [Liebert Cassidy Whitmore] (LD-

LCW129) Executive Managers, Human Resources,

Employee Relations Managers. (Leading County) Wednesday, January 15th, 9 am – 12 pm.

Location: Webinar; viewing at the EU.

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FEBRUARY

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, February 5th, 9 am - 5 pm.

Location: Santa Maria. Designed with our new

employees in mind, this full day program provides

helpful employee information and a broader context

of what it means to be a public servant in county

government.

FOUNDATIONS OF LEADERSHIP (LD-525)

Supervisors & Managers. (Leading Others) Instructor: LaVada English Thursday, February 6th, 9 am – 4 pm. Location:

Santa Barbara. Cultivate leadership traits that will

help you inspire your team, successfully manage

change and conflict, and better serve the needs of

your organization. In this course we will review what

real leadership is, how to assess your strengths, and

ways to cultivate the traits the best leaders employ

to make their organizations strong and innovative.

EXCEL 3: LINKING & SORTING (CT-307)

All Staff. (Leading Programs)

Instructor: Vince Wong

Friday, February 7th, 8:30 am – 12:00 pm.

Location: Santa Barbara.

Are you ready to learn more tools, tips, techniques

and shortcuts to become a power user? This

workshop is PACKED with productivity skills that will

help you work smarter, faster, and more efficiently!

Come learn: • how to gather data, create formulas

linking other worksheets and workbooks • how to

prevent users form entering duplicate data in the

same column • quickly separate text so you can sort

(example: First and last names in a list) • and much

more!

NAVIGATING THE CROSSROADS OF

DISCIPLINE AND DISABILITY

ACCOMODATION [Liebert Cassidy

Whitmore] (LD-LCW161) Must register by January 29, 2020.

Supervisors, Managers and HR Staff. (Leading County)

Wednesday, February 12th,

8:30 am – 11:30 am. Location: Simi Valley.

PRIVACY ISSUES IN THE WORKPLACE

[Liebert Cassidy Whitmore]

(LD-LCW168) Upper management, Human Resources/Employment

Relations Staff, Agency Counsel. (Leading County)

Must register by January 29, 2020.

Wednesday, February 12th, 1 pm – 4 pm.

Location: Simi Valley.

INTRODUCTION TO SBC ACCOUNTING

(OP-612)

All Staff. (Leading Self & Programs)

Instructor: Juan Izquierdo

Thursday, February 20th, 9 am – 4 pm.

Location: Santa Barbara. This class covers the

specific methods, procedures and accounting

systems used by Santa Barbara County (SBC) to

conduct business. The class begins with a quick

refresher of some of the basic concepts of

government accounting, as well as in-depth

discussion of the County’s Charts of Accounts. You

will learn the SBC accounting process by following

transactions from beginning to end; from filling out

accounting forms to selecting proper accounting

classifications, and finally to procedures for

submitting forms for posting. You will also learn how

accounting classification errors are corrected and

the basic use of the County Financial Information

Network (FIN).

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EXCEL 4: PIVOT TABLES (CT-308) All Staff. (Leading Programs)

Instructor: Vince Wong

Friday, February 21st, 8:30 am – 12:00 pm.

Location: Santa Barbara.

If you're not already using Excel PivotTables to help

you work smarter, you are missing out and getting

left behind by the competition. Many users are

either afraid to give them a try or unsure of what

exactly PivotTables do because it “looks and sounds

complicated”, but once you learn how EASY it is,

you'll be working smarter and faster than ever

before! You'll be equipped with endless possibilities

to create summaries, spot trends, and draw effective

conclusions from your data. It is an Excel data

analysis feature a you can’t live without!

EXCEL LOOKUP FUNCTIONS (CT-309) All Staff. (Leading Programs)

Instructor: Vince Wong

Friday, February 21st, 1:00 pm – 4:00 pm.

Location: Santa Barbara.

Users often ask "How do I look up a value on one

sheet and pull a matching value to another sheet?”

Or another question they commonly ask is, “How do

I know if one value from one Excel cell exists on

another worksheet someplace else in Excel?”

Excel’s lookup functions (VLOOKUP, HLOOKUP,

INDEX, MATCH) will allow you to answer these

questions. In this workshop, we will peel away some

of the mystery of these lookup functions and break

down these functions so you gain fundamental

understanding how these lookup functions work.

Then we will gradually move to the next level in

lookup functionality like Vlookup with True/False,

Vlookup with IF function, Hlookup, and explore ways

to combine Index & Match to perform lookups. Pre-

requisites: Excel 1, 2, and 3.

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March

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, March 4th, 9 am - 5 pm. Location:

Santa Barbara. Designed with our new employees

in mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

EMPLOYEE PERFORMANCE REVIEW

TRAINING (LD-EPR100) Supervisors & Managers. (Leading County) Instructor: LaVada English Tuesday, March 10th, 9 am – 12 pm. Location:

Santa Barbara. Learn best practices in conducting

EPR’s, how to have performance driven

conversations with your employees, and how to

ensure you remain abreast of the latest EPR writing

tips and techniques. This workshop takes the

supervisor through each step of performance

management: objectively evaluating performance,

using effective communication techniques and

documenting performance issues.

MINDFULNESS, THE KEY TO HIGH

PERFORMANCE (IP-250) All Staff. (Leading Self)

Instructors: Rebekah Tang & Sylvia Hoffman Thursday, March 12th, 9 am – 12 pm. Location:

Santa Maria. Scientific studies confirm that

mindfulness leads to performance, health, and well-

being. Learn the fundamentals of mindfulness and

the step-by-step methods that anyone can use.

MAXIMIZING PERFORMANCE THROUGH

EVALUATION, DOCUMENTATION AND

CORRECTIVE ACTION ** [Liebert Cassidy

Whitmore] (LD-LCW169) Supervisors & Managers. (Leading County)

Thursday, March 12th, 8:30 am- 11:30 am.

Location: Camarillo. **This course is eligible for credit

in the LCW Public Sector Employment Relations Certificate

Program

KEY LEGAL ISSUES FOR SUPERVISORS:

ABSENTEEISM, DISABILITY AND LABOR**

[Liebert Cassidy Whitmore] (LD-LCW170) Supervisors & Managers. (Leading County)

Thursday, March 12th, 8:30 am- 11:30 am.

Location: Camarillo. **This course is eligible for credit

in the LCW Public Sector Employment Relations Certificate

Program

CIVIL TREATMENT FOR LEADERS (CTL)

(LD-700)

Supervisors & Managers. (Leading County)

Instructors: Nicci Plata & Carlos Silvas Friday, March 13, 9 am – 4 pm. Location: Santa

Barbara. As part of County Human Resources’

commitment to developing and maintaining a civil

and respectful workplace, the Employees’ University

offers Civil Treatment for Leaders® to help the

County prevent, detect, and correct inappropriate

behaviors and build a productive, inclusive culture. It

equips County leaders with the tools necessary to

build a professional, respectful and productive

workplace environment free of harassment and

retaliation. Civil Treatment for Leaders is required

for all supervisors at the managerial level and above.

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INTERMEDIATE SBC ACCOUNTING (OP-615) All Staff. (Leading Programs)

Instructor: Kyle Slattery

Thursday, March 19th, 9 am – 4 pm.

Location: Santa Barbara. This class will cover

methods, procedures and accounting systems used

by Santa Barbara County, including an update of

current government accounting issues, and the

latest GASB pronouncement(s) that may affect

County accounting policy and procedure. Topics

covered: the accounting side of the County payroll

cycle including the payroll system, and its links to

FIN; the County’s periodic month/quarter/year end

cycles, deadlines, and department responsibilities.

The end of the class will be on FIN Web, with training

on reports (advanced options), tips and tricks with

templates and eForms, and getting the most out of

the search page.

BECOMING A SUPERVISOR [3 DAY COURSE] All Staff. (Leading Others)

Instructor: Various

Tuesday, March 24th, Wednesday, March 25th,

and Thursday, March 26th, 8 am – 5 pm.

(Please note that this training has been

rescheduled from March 19-21st.) Location:

Santa Barbara. 3-day training for employees

aspiring to become supervisors.

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April

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Thursday, April 9th, 9 am - 5 pm. Location:

Santa Maria. Designed with our new employees’ in

mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

COACHING SKILLS FOR LONG TERM

RESULTS (LD-180)

Supervisors & Managers. (Leading Others)

Instructor: LaVada English Wednesday, April 15th, 9 am – 4 pm. Location:

Santa Barbara. Coaching is a special skill; it takes

commitment to see your team and identify their

talent; to help them become the best professionals

they express the desire to become. In this course,

you will learn of valuable talent assessment tools.

You will also learn the art of delegation, rewards and

recognition and how to give effective feedback.

Creating a coaching culture that helps our teams

grow out of their roles is the greatest compliment to

a coach; learn to be one of the best.

ADVANCED SBC ACCOUNTING (OP-616) All Staff. (Leading Programs)

Instructor: Robert Geis

Thursday, April 23rd, 9 am – 4 pm. Location: Santa Barbara. This class will cover budgetary

control, cost accounting, and financial reporting topics related to Santa Barbara County (SBC). The class will demonstrate how SBC fulfills requirements promulgated by the Federal Office of Management & Budget (Cost Principles), the State Controller’s Office, the County Budget Act, GASB, GAAP, and the Government Finance Officers Association.

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May

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, May 6th, 9 am - 4 pm. Location:

Santa Barbara. Designed with our new employees

in mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

LEADING EFFECTIVE MEETINGS (IP-230)

All Staff. (Leading Others)

Instructor: LaVada English

Tuesday, May 12th, 9 pm – 12 pm. Location:

Santa Barbara. Turn your meetings into productive

avenues for communicating, connecting and

accomplishing real work. The course demonstrates a

simple, usable framework that will help you lead and

participate in meetings large and small and provides

insight into how to schedule, conduct, and follow up

on meetings with minimum time and maximum

results.

CAREER DEVELOPMENT (IP-150)

All Staff. (Leading Self)

Instructor: LaVada English

Tuesday, May 12th, 1 pm – 4 pm. Location:

Santa Barbara. Proactively manage your career by

identifying your options, needs, and interests.

Discover how to assess your experience, work-

related values, and qualifications, all with the goal of

creating a robust career profile that charts your

future growth. The course also shows you how to

fully investigate career options and perform a gap

analysis in order to find key opportunities

OUTSTANDING CUSTOMER SERVICE

(IP-232) All Staff. (Leading County)

Instructor: TBD Wednesday, May 13th, 9 am – 4 pm. Location:

Santa Barbara. This course covers in depth, the

three crucial skill sets needed to deliver outstanding

customer service and increase customer satisfaction.

Learn how to build winning relationships, provide

the right assistance at the right times, and effectively

handle angry customers. We will also share ways to

find out what your customers really think about your

service, and use their feedback to improve.

HUMAN RESOURCES ACADEMY II [Liebert

Cassidy Whitmore] (LD-LCW171) Those in HR for more than 5 years. (Leading County)

Wednesday, May 13th, 8:30 am- 11:30 am.

Location: Camarillo.

CONDUCTING DISCIPLINARY

INVESTIGATIONS: WHO, WHAT, WHEN

AND HOW [Liebert Cassidy Whitmore] (LD-

LCW172) Upper Management, Human Resources/Employment

Relations Staff, Agency Counsel, Supervisors and

Managers. (Leading County)

Wednesday, May 13th, 1 pm – 4 pm . Location:

Camarillo.

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GOALS: SETTING AND MANAGING FOR

TODAY’S WORKPLACE (LD-200)

Supervisors & Managers. (Leading Others & Programs) Instructor: LaVada English Tuesday, May 19th, 1 pm – 4 pm. Location:

Santa Barbara. In this course, we will cover how to

set smart goals, tying your goals to the department’s

strategy, creating goals from the bottom up and the

top down, setting commit and stretch goals, and

driving behavior change through appropriate goal-

setting. By using these goal-setting techniques, you’ll

be able to focus your efforts, shift people’s

behaviors, and achieve the results that will set your

team apart.

BUSINESS WRITING FUNDAMENTALS

(IP-375) All Staff. (Leading Self)

Instructor: Gina DePinto

Tuesday, May 26th, 9 am – 4 pm. Location:

Santa Barbara. Discover the secrets to effective

business writing and crafting messages that others

want to read and act on. This course will introduce

you to the 10 C’s of strong business communication

and provide you with before-and-after writing

samples that give you the opportunity to apply each

principle and sharpen your communication skills. We

point out common grammar and writing mistakes

and share special considerations for formats like

emails and reports.

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June

PRESENT WITH EXCELLENCE (IP-325)

All Staff. (Leading Self & Programs)

Instructor: LaVada English

Tuesday, June 16th, 9 am – 4 pm. Location:

Santa Barbara. A compelling presentation is built

on strong research, tailored to your audience’s

interests, and designed to anticipate and answer

questions about your message. In this course you

will learn how to prepare strong business

presentations, master how to find your story, appeal

to logic and emotion, gain credibility, build a deck,

and deliver a quality presentation.

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, June 17th, 9 am - 5 pm. Location:

Santa Maria. Designed with our new employees in

mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

TIME MANAGEMENT (IP-180)

All Staff. (Leading Self)

Instructor: LaVada English

Thursday, June 18th, 9 am – 4 pm. Location:

Santa Barbara. Improve your productivity, get

things done, and find more time for what’s most

important with Time Management Tips. This course

provides actionable time management techniques to

help you better manage time and ultimately become

more productive. Learn everything from managing

emails and calendars to setting priorities,

collaborating with coworkers, reducing

interruptions, crafting a “productivity mindset,” and

creating a more comfortable and time effective work

environment.

COMMUNICATION FUNDAMENTALS

(IP-240)

All Staff. (Leading Self, Others & Programs)

Instructor: TBD

Tuesday, June 23rd, 10 am – 3 pm. Location:

Santa Barbara. Effective communication is more

than what you say. Make your message more

impactful, and get the results you want in work and

life. In this course we walk you through strong and

clear communication strategies that will help you

improve your listening, your message, your delivery,

and your effectiveness.

STRESS MANAGEMENT WITH BEGINNING

YOGA (IP-110) All Staff. (Leading Self)

Instructors: Rebekah Tang & Sylvia Hoffman

Thursday, June 25th, 9 am – 12 pm.

Location: Santa Barbara.

This course identifies the sources of stress in the

workplace and in our everyday lives and the effects

stress has on an individual. You will learn practical

skills and techniques to effectively reduce and

manage your stress levels including breathing

exercises, healthy eating, simple meditation,

stretching and yoga. Bring a yoga mat or beach towel

to class.

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July

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, July 8th, 9 am – 5 pm. Location:

Santa Barbara. Designed with our new employees

in mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

The COSB’s e-Learning platform offers self-paced learning available to County employees at any level.

Click the link below to access the site: http://euelearning.skillport.com/skillportfe

(You may want to bookmark this location in your web browser for your convenience.)

If you need help to setup your Skillsoft account or if

you have any please contact [email protected]

barbara.ca.us.

School of Extended Learning offers educational and

community programs that serve our diverse adult

population. Our programs advance career and life

skills, and offer bridges to credit.

Click the link below to discover something for you.

http://www.sbcc.edu/extendedlearning/

The Community Education program complements

and expands the activities of the college to meet the

dynamic educational, cultural, and life--enrichment

needs of the community through noncredit and fee-

based programs and activities.

Community Education offers noncredit courses in

the following 10 instructional areas: Basic Skills,

Citizenship, English as a Second Language, Family

and Consumer Sciences, Health and Safety,

Parenting, courses for Older Adults, courses for

Adults with Disabilities, Short-Term Vocational, and

Workforce Preparation. Noncredit classes are

supported by the state Chancellor’s Office and are

free to the public. The noncredit program provides

adults the opportunity to learn English, earn a

vocational certificate, prepare for the GED or

citizenship tests, upgrade job skills, strengthen basic

skills, or transfer to credit.

https://www.hancockcollege.edu/community_educa

tion/about.php

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August

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Tuesday, August 4th, 9 am - 4 pm. Location:

Santa Maria. Designed with our new employees in

mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

EMOTIONAL INTELLIGENCE (IP-180)

All Staff. (Leading Self)

Instructor: Leonie Mattison

Thursday, August 13th, 10 am – 3 pm. Location:

Santa Maria. EQ is extremely valuable for teams.

People with emotional intelligence possess the

intangible skills that allow them to work much more

effectively at a higher level to influence, connect,

engage, and inspire. Research shows that EQ is the

hidden difference between those who move up with

in organization and those who don’t. In this course

we will explore EQ’s key dynamics and the practical

techniques you need to effectively navigate your

workplace.

COURT PRACTICES AND LEGAL

TERMINOLOGY (OP-515)

All Staff. (Leading Programs)

Instructor: Ed Lupo

Thursday, August 20th, 9 am – 4 pm. Location:

Santa Barbara. This course provides participants

with a broad view of Federal and State court

processes, as well as the legal procedures involved

from arraignment to the sentencing hearing

including, the roles of trial and appellate court

judges, constitutional principles, etc.

This course will benefit anyone wanting to gain a

better understanding of the legal system.

INTRODUCTION TO SBC ACCOUNTING

(OP-612)

All Staff. (Leading Programs)

Instructor: Juan Izquierdo

Thursday, August 27th, 9 am – 4 pm. Location:

Santa Maria. This class covers the specific

methods, procedures and accounting systems used

by Santa Barbara County (SBC) to conduct business.

The class begins with a quick refresher of some of

the basic concepts of government accounting, as

well as in-depth discussion of the County’s Charts of

Accounts. You will learn the SBC accounting process

by following transactions from beginning to end;

from filling out accounting forms to selecting proper

accounting classifications, and finally to procedures

for submitting forms for posting. You will also learn

how accounting classification errors are corrected

and the basic use of the County Financial

Information Network (FIN).

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September

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, September 2nd, 9 am – 5 pm.

Location: Santa Barbara. Designed with our new

employees in mind, this full day program provides

helpful employee information and a broader context

of what it means to be a public servant in county

government.

FROM MANAGER TO LEADER (LD-420)

Supervisors & Managers. (Leading Others)

Instructor: LaVada English

Tuesday, September 15th, 9 am – 4 pm.

Location: Santa Barbara. Shift your mindset from

manager/ supervisor to leader. Enhance your

personal growth by increasing your self-awareness

and emotional intelligence, expanding your strategic

scope, and identifying and cultivating top talent.

INTERMEDIATE SBC ACCOUNTING (OP-615) All Staff. (Leading Programs)

Instructor: Joel Boyer

Thursday, September 24th, 9 am – 4 pm.

Location: Santa Maria. This class will cover

methods, procedures and accounting systems used

by Santa Barbara County, including an update of

current government accounting issues, and the

latest GASB pronouncement(s) that may affect

County accounting policy and procedure. Topics

covered: the accounting side of the County payroll

cycle including the payroll system, and its links to

FIN; the County’s periodic month/quarter/year end

cycles, deadlines, and department responsibilities.

The end of the class will be on FIN Web, with training

on reports (advanced options), tips and tricks with

templates and eForms, and getting the most out of

the search page.

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October

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, October 7th, 9 am - 5 pm.

Location: Santa Maria. Designed with our new

employees’ in mind, this full day program provides

helpful employee information and a broader context

of what it means to be a public servant in county

government.

MINDFULNESS, THE KEY TO HIGH

PERFORMANCE (IP-250)

All Staff. (Leading Self)

Instructors: Rebekah Tang & Sylvia Hoffman

Thursday, October 15th, 9 am – 12 pm.

Location: Santa Maria. Scientific studies confirm

that mindfulness leads to performance, health, and

well-being. Learn the fundamentals of mindfulness

and the step-by-step methods that anyone can use.

LEADING WITH EMOTIONAL INTELLIGENCE

(LD-380) Supervisors & Managers. (Leading Others)

Instructor: TBD Thursday, October 22nd, 9 am – 4 pm.

Location: Santa Barbara. Our emotional

intelligence affects how we manage behavior,

navigate social complexities, and make positive

personal decisions. In this course, you will learn to

utilize the core skills you need to increase your EQ at

work so you’re better equipped to lead teams, work

with peers and manage up.

ADVANCED SBC ACCOUNTING (OP-616)

All Staff. (Leading Programs)

Instructor: Robert Geis

Thursday, October 29th, 9 am – 4 pm. Location:

Santa Maria. This class will cover budgetary

control, cost accounting, and financial reporting

topics related to Santa Barbara County (SBC). The

class will demonstrate how SBC fulfills requirements

promulgated by the Federal Office of Management

& Budget (Cost Principles), the State Controller’s

Office, the County Budget Act, GASB, GAAP, and the

Government Finance Officers Association.

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November

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Wednesday, November 4th, 9 am - 5 pm.

Location: Santa Barbara. Designed with our new

employees in mind, this full day program provides

helpful employee information and a broader context

of what it means to be a public servant in county

government.

GOALS: READY, SET, GO, ACHIEVE, SET

AGAIN (IP-200)

All Staff. (Leading Self)

Instructor: LaVada English

Tuesday, November 17th, 9 am – 12 pm.

Location: Santa Barbara. Employee goals should

be driven by department’s needs and his or her

developmental aspirations. In this course you will

learn to set SMART goals: specific, measurable,

achievable, relevant, and time-bound. Using the

SMART framework, you will learn to develop goals

that are achievable and appropriate. In addition you

will explore different types of goals, including

bottom-up, zero-based, commit, and stretch goals.

The course concludes with a comprehensive plan for

setting and implementing goals, and some tips on

dealing with challenges such as conflicting goals.

SHIFTING BEHAVIORS (LD-150)

Supervisors & Managers. (Leading Others) Instructor: LaVada English Tuesday, November 17th, 1 pm – 4 pm.

Location: Santa Barbara. Managing a team

successfully isn’t just about good staffing and then

motivating your all stars. Over time, your best efforts

aside, you will face challenging employees. These are

employees who cause unneeded stress at work,

whether it’s due to low quality performance or

personality problems. Very often at work when

people see difficult employees, they just avoid them.

As the leader, you can’t do that. It’s your job to stop

any damage they’re creating and to help them

improve as professionals. Think of it this way, most

of your team, most of the time, will function

effectively and your job is to protect them from

dynamic that can hurt morale and productivity.

Nothing threatens morale and productively faster

than having a member of the team performing or

acting inappropriately. In this course, we will not

only identify several types of challenging employees

you might encounter, but also offer a simple model

you can use to more systemically think about how to

successfully interact with them. Challenging

employees happen, but they don’t have to endure.

Start learning how to deal with them now.

TIME MANAGEMENT (IP-180)

All Staff. (Leading Self)

Instructor: LaVada English

Thursday, November 19th, 9 am – 4 pm.

Location: Santa Maria. Improve your productivity,

get things done, and find more time for what’s most

important with Time Management Tips. This course

provides actionable time management techniques to

help you better manage time and ultimately become

more productive. Learn everything from managing

emails and calendars to setting priorities,

collaborating with coworkers, reducing

interruptions, crafting a “productivity mindset,” and

creating a more comfortable and time effective work

environment.

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December

NEW EMPLOYEE WELCOME (NEW)

New Employees by Invitation Only. (Leading County)

Tuesday, December 1st, 9 am - 5 pm. Location:

Santa Maria. Designed with our new employees in

mind, this full day program provides helpful

employee information and a broader context of

what it means to be a public servant in county

government.

STRESS MANAGEMENT WITH BEGINNING

YOGA (IP-110) All Staff. (Leading Self)

Instructors: Rebekah Tang and Sylvia Hoffman

Thursday, December 10th, 9 am – 12 pm.

Location: Santa Maria.

This course identifies the sources of stress in the

workplace and in our everyday lives and the effects

stress has on an individual. You will learn practical

skills and techniques to effectively reduce and

manage your stress levels including breathing

exercises, healthy eating, simple meditation,

stretching and yoga. Bring a yoga mat or beach towel

to class.

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Microsoft Office Classes

We schedule Microsoft classes as

needed. Please email us at:

[email protected] if

you would like to request one of

these classes.

EXCEL 1: BASICS FROM THE GROUND UP

(CT-305) Microsoft Excel has become one of the

most powerful business tools in today’s workplace,

but if you're not familiar with its basic functions,

formulas, commands and keystrokes, you're setting

yourself up for frustration. Excel 1 covers the

toolbar, shortcuts, cell selection (different cursors,)

editing data, formatting worksheets, autofill, and

more!

EXCEL 2: FORMULA FUNDAMENTALS (CT-

306) Learn about Functions, AutoSum, creating

simple formulas using operators, order of

precedence, auto fill options, custom date and time

formatting, page setup options, printing, and more!

EXCEL 3: LINKING & SORTING (CT-307) Are

you ready to learn more tools, tips, techniques and

shortcuts to become a power user? This workshop is

PACKED with productivity skills that will help you

work smarter, faster, and more efficiently! Come

learn: • how to gather data, create formulas linking

other worksheets and workbooks • how to prevent

users form entering duplicate data in the same

column • quickly separate text so you can sort

(example: First and last names in a list) • and much

more!

EXCEL 4: PIVOT TABLES (CT-308) If you're not

already using Excel PivotTables to help you work

smarter, you are missing out and getting left behind

by the competition. Many users are either afraid to

give them a try or unsure of what exactly PivotTables

do because it “looks and sounds complicated”, but

once you learn how EASY it is, you'll be working

smarter and faster than ever before! You'll be

equipped with endless possibilities to create

summaries, spot trends, and draw effective

conclusions from your data. It is an Excel data

analysis feature a you can’t live without!

EXCEL LOOKUP FUNCTIONS (CT-309) Users

often ask "How do I look up a value on one sheet

and pull a matching value to another sheet?” Or

another question they commonly ask is, “How do I

know if one value from one Excel cell exists on

another worksheet someplace else in Excel?”

Excel’s lookup functions (VLOOKUP, HLOOKUP,

INDEX, MATCH) will allow you to answer these

questions. In this workshop, we will peel away some

of the mystery of these lookup functions and break

down these functions so you gain fundamental

understanding how these lookup functions work.

Then we will gradually move to the next level in

lookup functionality like Vlookup with True/False,

Vlookup with IF function, Hlookup, and explore ways

to combine Index & Match to perform lookups. Pre-

requisites: Excel 1, 2, and 3.

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MICROSOFT MAIL MERGE (CT-200) Learning

Mail Merge on your own can be confusing. But if you

have a good understanding of how the main

document connects with the data source to produce

these merge documents, then you can merge

anything! Mail Merge is a useful tool that will allow

you to easily produce multiple letters, labels,

envelopes, nametags, and more using information

stored in a list, database, or spreadsheet (Excel).

Come learn how to use the Mail Merge Wizard and

explore other wizard features.

MICROSOFT WORD PRODUCTIVITY SKILLS

#1 (CT-205) Microsoft Word can be a little

uncontrollable sometimes, making

unexpected changes, inserting text you didn't

ask for, and taking over your formatting. A lot

of us would probably like to just wish that

these “Word Annoyances” would magically go

away. The Word Productivity Skills Courses

(#1 & #2) are designed to provide you with

practical skill sets, tips & tricks to help you

increase your productivity in Microsoft Word.

OUTLOOK PRODUCTIVITY (CT-502)

This class shows how Microsoft Outlook's features

and tools can help you save time and improve

productivity in your workplace. Come learn how to

stay organized with some straightforward tips.

Topics include: Email Efficiency (creating signatures,

conducting a vote via email, adding hyperlinks to an

email, converting your email into a PDF file, working

with the rules wizard, Quick Steps, search email

messages, filter view, recovering deleted items),

Getting Organized (creating folders, using categories,

follow up/flagging), and using Outlook Calendar

(creating one-time and recurring appointments and

events, creating a meeting request).

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MEET THE OTD TEAM

Dr. Leonie Mattison,EdD., MBA Director of Organizational & Talent Development

Dr. Leonie Mattison is a transformative, relational and people-centric executive with

extensive experience building visionary organizations, elevating enterprise leadership and

maximizing employee experience, through people, processes and technology. Adept at

leading massive transformation projects, teams, and initiatives, impacting up to 40

departments, 6,000 employees, 8.4 million constituents, and budgets up to $75 million.

Her multi-entity career spans nonprofits, government, and private sector companies.

She has an earned doctorate in organizational leadership from Argosy University and a

master’s in business administration from Georgian Court University. In 2018, she was

awarded the 18th Annual Pacific Coast Business Times’ 40 Under 40 Award, which

recognizes the forty best and brightest transformational leaders under forty years old on the

Central Coast. She resides in North County with her three daughters and their three-year-old dog, J-Lala. She

collects pine cones, loves eating kettle popcorn, and enjoys dancing to beat of the Caribbean drums.

Lilla Smith Organizational & Talent Development Training Analyst

Lilla Smith has been with the Employees’ University since 2017 with prior positions in

public service at the County of Santa Barbara Workforce Development Board and the

County of Contra Costa Superior Court in Richmond.

She enjoys working with her county colleagues in helping them attain their learning and

development goals. Outside of work, Lilla enjoys spending time with her family, reading,

playing video games, and baking with her toddler. She holds a bachelor of arts in Russian

Language and Literature from the University of California at Berkeley.

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EU FACULTY

Ed Lupo

Ed has a psychology degree from Whittier College where he graduated in 1970. He

has a Master's in Public Administration (emphasis in Law Enforcement) from Golden

Gate University (1978) and a Doctorate degree in Criminology from August Vollmer

University (1995). He was a Probation Officer in LA County from 1970 to 1975,

transferred to Lompoc (SB County Probation) where he worked for 3 years before

becoming a Santa Barbara County Deputy Sheriff where he worked until his

retirement in 2010. He has been an instructor in Criminal Justice classes at Allan

Hancock College since 1981, at Chapman (later Brandman) University from 1991 to 2008, and at Lompoc

High School (an ROP Criminal Justice class) from 2002 to 2012. He has been an instructor for the Santa

Barbara County Employees’ University for many years.

LaVada English, MBA

LaVada English is owner and partner at English and Kim, a cultural competency

firm that helps organizations and teams achieve greater engagement, increased

morale, reach new performance standards and gain higher retention.

LaVada’s strength lies in her ability to design learning programs with an emphasis

on leadership and development of sustainable strategies aligned with and integrated

into long-term business initiatives. LaVada has enjoyed a successful 16 plus year

career of diversified experience in management and leadership training, university

relations management, talent acquisition management and a variety of human

resource functions within various industries.

LaVada Holds a BA in Communications from Arcadia University and an MBA in Human Resource

Management from the University of Phoenix. Her certifications include Gallup Strengths, ABLI Board

Leadership Certification, Civil Treatment Trainer, DDI Talent Acquisition Certification, Dale Carnegie

Training, Executive Talent Acquisition Certification, IAX Behavioral Interview Certification, Six Sigma, and

Stay Interview.

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Rebekah Tang, MS

Owner of Sweat SB Fitness, UCSB alum and fitness instructor for over 20 years,

Rebekah loves to inspire the athlete within all her students! Rebekah fuses her Master's

in Kinesiology and knowledge of health promotion to help motivate and coach her

students to live and achieve their healthiest lives.

Certified through AFAA, NASM, and credentialed through ACSM for Exercise is

Medicine, Rebekah brings her passion for health and sweat to group fitness, kickboxing

and personal training.

Sylvia Hoffmann Sylvia, a UCSB alumni and former elementary school teacher has a passion for bringing

health and wellness to people from all walks of life, no matter their fitness level.

Comprehensively trained in Pilates as well as yoga, she also hold certifications through

AAFA and AAAI/ISMA.

Using visualization and adapting the classical mat work to all levels is one of her

specialties. Her students rave about how good they feel practicing with intention and

flow under her expert guidance.

Vince Wong

Mastered Certified Microsoft Office Specialist Vince has over 20 years of computer instruction experience in the Central Coast area.

He has earned high remarks from his peers and clients and is well respected in the

Santa Barbara teaching community. Vince’s enthusiasm, dynamic style of teaching,

and ability to clearly communicate concepts to users enables participants to learn

computer applications like they have never learned before.

His workshops are delivered with humor and practical visual aids. Participants are sure

to come out of his workshops with valuable tips, techniques, and shortcuts that will

increase productivity in the workplace. Vince will inspire and teach you how to "Work

Smarter, Not Harder!"