Download - Spring 2015 Course Catalog

San Diego Employers Association

Professional Development Course Catalog

January - June 2015

www.sdeahr.org|858-505-0024|[email protected]

Offering expert HR advice since 1914

The year 2015 marks SDEA’s 101st year serving the San Diego business community; we are pleased to have the opportunity to celebrate this milestone with our long-time members, new members, and business partners who have been so important to our success.

SDEA’s mission is to provide San Diego businesses and professionals with expert HR knowledge and training. The tools provided by SDEA are essential to growing your business and providing the training and development your employees need to succeed in an increasingly competitive environment.

Thank you for choosing San Diego Employers Association as your partner for HR support, compliance, and professional development. To learn more, visit us online at www.sdeahr.org or call our office at 858-505-0024.

Sincerely, the SDEA Team

Table of Contents

Welcome ......................................................................................... 2

Table of Contents ........................................................................... 3

SDEA Membership Benefits ............................................................ 4

Management Essentials Certificate Series .................................. 5

Advanced Management Essentials Certificate Series .............. 6

Harassment Prevention Training ................................................... 7

HR Certificate Program .................................................................. 8

Customized Onsite Training Service ............................................. 9

HR-on-Loan Service ...................................................................... 10

2015 San Diego Wage & Salary Survey ..................................... 11

More Services from SDEA ............................................................ 12

Calendar List of all Spring 2015 Courses by Month .................. 14

HRCI-Accredited Courses ........................................................... 16

Course Descriptions ...................................................................... 17

Professional Development Trainers ............................................. 29

SDEA Mission Statement & Values .............................................. 31

San Diego Employers Association Member Benefits

Discounted Member Benefits

• Unlimited Consultation with our Staff of HR Experts SDEA’s HR experts are available by phone or email to help you with your HR questions and needs.

• Consultation with an Employment Law Attorney SDEA has partnered with employment law firm Ogletree Deakins to provide members with legal consultation. This benefit is by referral of an SDEA employee and is meant to compliment the unlimited HR consultation in the rare circumstances where a legal opinion is needed or a claim has been filed.

• Employment Practices Review (Complimentary with first year of membership)This one-hour, on-site review is critical in identifying areas of immediate need for your organization, discussing any HR concerns, establishing an action plan for potential HR compliance issues, and providing recommendations for state-mandated training and elective professional development.

• 24 Hour Online Access to the latest Business and Legal Reports (Complimentary with annual membership)SDEA’s Online Resource, powered by BLR (Business & Legal Reports), gives you access to Human Resource information at your fingertips. Required forms, policies, sample letters, checklists, sample job descriptions, and salary information are readily available.

• SDEA’s Wage and Salary Survey (Complimentary with first year of membership) Receive a copy of SDEA's annual Wage & Salary Survey, which contains the latest, most accurate labor market information for San Diego County (Survey retail price $450-$650).

• Monthly NewsletterSDEA‘s monthly newsletter provides members with the latest in HR best practices and employment law matters, special offers, and other relevant HR and business-related news.

• Payroll and employer-related services such as workers’ compensation insurance, employee benefits, retirement plans and Section 125 and 132 plans to clients seeking highly flexible, innovative solutions to meet their growing business needs.

• HR and Leadership Skills Training and Development courses, including Management Essentials and Advanced Management Essentials Certificate programs, Harassment Prevention Training, and more, all led by SDEA-certified instructors with classroom, webinar, and on-site options.

• Employee Handbook Review/Update & HR Compliance Support/Review services

• Negotiations

• SDEA’s Employment Law Updates, workshops, and networking events help members stay informed about changing legislation and provides opportunities to connect with fellow employers about relevant HR and business-related topics.

Jan. 20 - New Employee OrientationJan. 27 - Strategic InterviewingFeb. 3 - Business CommunicationsFeb. 10 - Resolving ConflictFeb. 17 - Performance Appraisals

Join Us on Tuesday, January 20 for Our Most Requested Program!

Register for the Certificate Program or Individual Classes

SDEA’s Management Essentials Certificate is ideal for new managers, as well as those interested in expanding their leadership capacity. Expert instructors will teach participants to leverage both technical and people skills to meet new challenges with increased confidence and effectiveness. The course covers:

Management Essentials Certificate

Feb. 24 - Employment LawMar. 3 - LeadershipMar. 10 - Time Management & DelegationMar. 17 - Reprimand, Discipline & Discharge

Certificate Program Meets Every Tuesday

January 20 - March 17, 2015 9 am - 12 pm

(9 Courses) - $899 Member / $1149 Non-MemberIndividual Classes: $115/$150

April 23 - DISCover Your Strengths ($49 additional DISC assessment fee required)April 30 - Getting Results through Accountability May 7 - To be announced May 14 - To be announcedMay 21 - To be announcedMay 28 - Beyond the Fundamentals of Employment Law

This NEW 6-Week Program Starts Thursday, April 23, 2015.Register for the Certificate Program or Individual Classes

The Advanced Management Essentials Certificate Course is ideal for those more experienced in their management position, who value ongoing growth and expansion of their current skill set and are seeking to deliver greater value to their teams and companies.

Over the course of six (6) weeks, expert instructors will teach participants to leverage their professional experiences and discover new ways to build teams on their way to meeting and exceeding business goals and targets. Courses may be taken together or individually. The following topics are covered:

Advanced Management Essentials Certificate

Certificate Program Meets Every Thursday

April 23 - May 28, 2015 9 am - 12 pm

(6 Courses) - $650 Member / $775 Non-Member

Individual Classes: $115 / $150

California law AB1825 requires private businesses with 50 or more employees to provide professional training on preventing harassment, discrimination, and retaliation to all supervisors and managers every two years.

SDEA’s Harassment Prevention Training will: ▪ Help companies establish an environment that is free of harassment and discrimination ▪ Help attendees spot, address, and remedy potential problems ▪ Teach attendees to effectively respond to harassment complaints ▪ Provide attendees with tools to help prevent them and their companies from being sued

2015 Dates Include:

On-site at SDEA: February 18 9 am - 11 amApril 22 9 am - 11 amJune 17 9 am - 11 am

Members: $49 | Non-Members: $79

Register at www.sdeahr.org

Harassment Prevention Training

Offered on-site at SDEA, as a 2-hour Webinar, or at your company

Webinar:

January 21 9 am - 11 amMarch 25 9 am - 11 amMay 27 9 am - 11 am

- Required Courses delve into primary areas of professional development in HR, including leadership, employment law, compensation, and benefits.

- Elective Courses are varied to allow students to select the topics of study that are most valuable to them in their roles within their specific organization.

Are you learning HR as you go? Did you miss out on formal training? Take the next important step in advancing your career -

SDEA’s HR Certificate Program!

Comprised of eight (8) required courses and four (4) electives, this program covers topics that professionals in the human resources field encounter on a regular basis. The courses are taught by top human resources practioners and tailored towards practical, job-related situations universal to all businesses.

SDEA’s HR Certificate Program

- Registration in the Human Resources Certificate program for SDEA members requires a $100 application fee. The non-member application fee is $150. This fee covers administrative costs and the final exam.

- Courses are paid for individually.

- Classes taken up to six (6) months prior to registration in the certificate program can be counted towards the program.

- Students need to complete the twelve (12) courses within two (2) years of registration. All classes must be completed before the final exam is offered.

Tell us your current needs, concerns, and ideas, and we will custom-design a program tailored to your company!

Is there a team-building workshop you have been wanting to conduct in order to maximize the way your team operates when working on specific projects or with certain clients? Would a conflict resolution training be useful for your team? Perhaps it is time to create a vision-and- values workshop for the next phase in your company’s evolution.

Benefits of on-site training:

• Achieve individualized organizational training goals • Minimize downtime and expenses by eliminating off-site travel • Deliver consistent messages to participating employees • Schedule training at your convenience • Promote teamwork within your workforce

SDEA offers a flexible, cost-effective option that allows you to train large groups or just a select number of employees in the convenience of your own office. Call us to learn more and to discuss the type of training that best suits your company’s needs.

SDEA offers the following trainings:

• Supervisory/Leadership Skills • Harassment Prevention Training • Team Building • Performance Management • Customized trainings to meet your company’s specific needs

SDEA On-Site Training

HR-on-Loan: Providing On-Site HR Support for Your Company

How do Human Resources Managers cover their own time away from the office? It’s relatively easy for an employer to bring in temporary help to cover the absence of a non-exempt administrative, production, or manufacturing position or to delegate portions of these jobs to other employees. But due to the highly contextual and confidential nature of the HR professional position, finding a reliable substitute is a daunting task.

An HR Manager is responsible for handling extremely sensitive information, from confidential medical leaves and accommodations to employee disputes and internal investigations. There are myriad legal requirements that must be complied with in addition to a company’s own internal policies and procedures. Clearly, this is not a position that is easily filled by just anyone.

SDEA offers an invaluable service for companies seeking temporary HR support: “HR-on-Loan.” We provide an HR professional to work onsite at your company, effectively filling in for a leave of absence of any length, whether for an extended vacation, specific project work, or for companies that are in between HR Managers or undergoing transition. By utilizing SDEA’s HR-on-Loan service, you can be assured that the confidential nature of the HR Manager position will be respected and upheld, allowing for a smooth transition at both ends of this critical period.

For more information and to get started, email us at [email protected] or give our office a call at 858-505-0024.

San Diego Wage & Salary Survey 2015

San Diego Employers Association invites local companies to participate in our 2015 Wage & Salary Survey. This highly respected survey is an essential resource, published annually to provide employers with a credible reference to determine pay structures, incentive programs, shift differentials, and cost of living adjustments specific to the San Diego area.

Now in its 67th year of publication, the San Diego Wage & Salary Survey will be available for purchase in Fall 2015.

Participation in the survey is free, and participating companies will receive a copy of the survey findings free of charge (a value of $450 to $650).

The opportunity to participate in the survey begins in June 2015.

If you would like to participate in the survey and receive a free copy, email [email protected] or call SDEA at 858-505-0024.

Participate in SDEA’s 2015

Wage & Salary Survey!

More Services from SDEAAt SDEA we pride ourselves on providing superior Human Resources consulting and professional development training opportunities, but that’s not all we do! Check out the list below for more information about some of our most popular services:

- Employee Handbook Formation/Review A well-written, up-to-date handbook is an important tool in assisting with an organization’s day-to-day activities and provides an effective legal defense in case of litigation. A poorly-written, out-of-date handbook, however, can be an employer’s worst enemy. Whether your handbook needs to be updated or completely overhauled, SDEA can help.

- Employee Opinion Surveys Employee Opinion Surveys provide an opportunity for you to catch problems within your organization before major issues develop. SDEA offers basic and customized survey formats to meet your company’s needs.

- Job Postings Does your organization have an open position? Let SDEA help you get the word out! Members may post job openings for free on our website for any position and length of time to enhance and aid the recruitment process.

- Labor Law & OSHA Posters SDEA is your resource for ensuring that your organization is in compliance with federal and state labor law and safety posting regulations.

- Member Deals As part of SDEA membership, organizations have the opportunity to post promotions, discounts, or other deals on our website and member portal. It may be that fellow SDEA members could become some of your business’s best customers!

- Negotiations SDEA has represented and advised union employers in collective bargaining negotiations, labor grievances and arbitrations, organizational campaigns, defending unfair labor practice charges, and related matters since 1914.

2015 Spring Courses and Trainings

The use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met HR Cerfication Institute’s criteria to be pre-approved for recerfication credit.

January January 14 35th Annual Employment Law Update*January 20 Management Essentials Certificate 9-week series beginsJanuary 20 Employee Orientation for Supervisors*January 21 Harassment Prevention webinarJanuary 27 Successful Interviewing Techniques for Supervisors*January 28 PHR/SPHR Certificate Prep. Program begins January 29 Managing the Unmanageable: Leaves in California*

FebruaryFebruary 3 Performance Appraisals: Managing the Process *February 4 Personnel Law Compliance*February 5 Understanding Supervisory Compliance (3-part series)February 10 5 Steps to Managing Conflict*February 10 Becoming a Confident Leader*February 17 Communication SkillsFebruary 18 Harassment Prevention TrainingFebruary 20 Roundtable event*February 24 Fundamentals of Employment Law*February 25 Understanding Classification: Exempt v. Non-Exempt webinar*February 26 Managing Generational Challenges in the Workplace: Who’s on First? MarchMarch 3 Time Management & DelegationMarch 5 Conducting Effective Performance Appraisals*March 10 Becoming a Confident Leader*March 11 Navigating Pregnancy Leaves in CA*March 12 Behavior-Based Interviewing for the HR Professional* March 17 Safety & Security*March 20 Roundtable event*March 24 Practicing Positive Leadership IMarch 25 Harassment Prevention webinarMarch 26 Fundamentals of Unemployment Insurance*

April April 2 Fundamentals of HR*April 7 Employee Orientation for Supervisors*April 8 Handbooks: Necessary or Necessary Evil?*April 9 Updating Your Supervisory SkillsApril 14 Sucessful Interviewing Techniques for Supervisors*April 14 Strategic Orientation Programs: Successfully Integrating New Hires* April 16 How to Deal with Difficult AttitudesApril 17 Roundtable event*April 21 Communication SkillsApril 22 Harassment Prevention TrainingApril 23 Advanced Management Essentials Certificate 6-week series beginsApril 23 DISCover Your Strengths*April 28 5 Steps to Managing Conflict*April 29 Fundamentals of Recordkeeping*April 30 Getting Results through Accountability

San Diego Employers Association - www.sdea.com - 858.505.0024

*Eligible for HRCI Credits

San Diego Employers Association Classes 2015

May May 5 Performance Appraisals: Managing the Process*May 6 Strategic HR Practices (4-part series)*May 7 Advanced Management Essentials classMay 12 Fundamentals of Employment Law*May 14 Advanced Management Essentials classMay 15 Roundtable event*May 19 Becoming a Confident Leader*May 20 How to Respond to a Request for ADA Accommodations*May 27 Harassment Prevention webinarMay 28 Beyond the Fundamentals of Employment Law*

JuneJune 2 Time Management & DelegationJune 3 How to Effectively Document & Prepare for Terminations*June 4 Behavior-Based Interviewing for the HR Professional*June 9 Documentation & DisciplineJune 10 Personnel Law Compliance*June 11 Practicing Positive Leadership IIJune 16 Evolution of an Employee (3-part series)June 17 Harassment Prevention TrainingJune 19 Roundtable event*

*Eligible for HRCI credits

How to Register for Courses:

• Call SDEA at 858-505-0024 • Email us at [email protected] • Register online at www.sdeahr.org

SDEA Cancellation Policy:

Registrants who need to cancel their attendance at an event/class will receive refunds according to the following policy: - Cancellations received within five (5) business days prior to the event are able to receive a full refund. - Within 3-4 days prior to the event, registrants will receive a 50% refund. - Within 48 hours of the event, registrants are not eligible for a refund. - Scheduled participants who fail to attend will be billed for the full cost of registration.

Courses are subject to change. Please visit www.sdeahr.org for the most updated course information.

San Diego Employers Association Classes 2015

SDEA’s HRCI-Accredited Courses SDEA is one of the only companies in the San Diego area to offer HRCI-accredited trainings in both webinar and in-person formats. Throughout this course catalog, HRCI-accredited courses will be denoted with an “Approved Provider” seal.

For your convenience, please refer to this quick-reference list of all SDEA’s HRCI-accredited courses for Spring 2015:

Page 5 Steps to Managing Conflict ......................................................................................... 17 Becoming a Confident Leader ...................................................................................... 17 Behavior-Based Interviewing for the HR Professional ................................................... 17 Beyond the Fundamentals of Employment Law .......................................................... 18 Conducting Effective Performance Appraisals ............................................................ 18 DISCover Your Strengths .................................................................................................. 19 Employee Orientation for Supervisors ............................................................................ 19 Evolution of an Employee ............................................................................................... 20 Fundamentals of Employment Law ............................................................................... 20 Fundamentals of HR ......................................................................................................... 20 Fundamentals of Recordkeeping ................................................................................... 21 Fundamentals of Unemployment Insurance ................................................................. 21 Handbooks: Necessary or Necessary Evil? .................................................................... 22 How to Effectively Document & Prepare for Terminations .......................................... 23 How to Respond to a Request for ADA Accommodations ........................................ 23 Managing the Unmanageable: Leaves in California .................................................. 24 Navigating Pregnancy Leaves in CA Webinar ............................................................. 24 Performance Appraisals: Managing the Process ......................................................... 25 Personnel Law Compliance ............................................................................................ 25 Safety & Security ............................................................................................................... 26 Strategic HR Practices ...................................................................................................... 26 Strategic Orientation Programs: Successfully Integrating New Hires .......................... 27 Successful Interviewing Techniques for Supervisors ...................................................... 27 Understanding Classification: Exempt v. Non-Exempt Webinar ................................. 28

The use of this seal is not an endorsement by HR Certification Institute of thequality of the program. It means that this program has met HR CertificationInstitute’s criteria to be pre-approved for recertification credit.

5 Steps to Managing Conflict - Tuesday, February 10 9 am - 12 pm - Tuesday, April 28 9 am - 12 pm

Facilitated by Janis WhitakerMembers: $115 | Non-Members: $150

Throughout their careers, everyone must learn why avoiding conflict does not work, as well as how to deal with conflict, personality differences, and stress. This course will reveal your unique conflict management style and corresponding strategies in addition to offering tips and techniques to employ when you are confronted with a challenging situation or individual.

This interactive session will provide innovative strategies and specific tools to address and resolve

conflict and to help you move past challenges and into problem solving.

Behavior-Based Interviewing for the HR Professional - Thursday, March 12 9 am - 4 pm - Thursday, June 4 9 am - 4 pm

Facilitated by Janis WhitakerMembers: $185 | Non Members: $235

A major problem facing managers and supervisors today is how to hire the right people. If your selection process isn’t effective, you waste both time and money.

By improving its interviewing process, an organization will not only be able to hire top employees, but will also spend less time interviewing while comploying with EEOC requirements. In this program, you will learn about “behavioral interviewing” - a systematic method of hiring that will help uncover interviewees’ behavior patterns so you can accurately predict work performance.

Becoming a Confident Leader - Tuesday, February 10 1 pm - 4 pm - Tuesday, March 10 9 am - 12 pm - Tuesday, May 19 9 am - 12 pm

Facilitated by Janis WhitakerMembers: $115 | Non-Members: $150

This workshop will focus on you as a leader, providing information about the specific skills and strengths needed in today’s workplace and offering useful tools to help you become a confident, strategic leader in your organization. Topics include: leadership assessments; the power of “feet forward;” listening skills; and an introduction to management theory.

Participants will be able to: - Assess their leadership skills - Learn how to develop leadership skills - Create a positive atmosphere for productivity

Beyond the Fundamentals of Employment Law - Thursday, May 28 9 am - 12 pm

Facilitated by Jennifer JacobusMembers: $115 | Non-Members: $150

This course will provide an advanced overview of federal and state employment laws, offering practical tips about dealing with leaves of absence and the complications of accommodations in additions to addressing more complicated wage and hour issues, how to deal with misclassified employes, workplace investigations, workers’ compensation issues, and disabilities.

**This course has been pre-approved for California credits towards PHR-CA and SPHR-CA.

Conducting Effective Performance Appraisals - Thursday, March 5 9 am - 4 pm

Facilitated by Michelle PeardMembers: $185 | Non Members: $235

This program provides supervisors and managers with the basic skills required to effectively evaluate and manage performance appraisals as an ongoing management process. Participants will learn to: use job-related performance expectations to help support organizational goals; measure performance; coach employees toward improved productivity; and plan and conduct appraisal interviews.

Communication Skills - Tuesday, February 17 9 am - 12 pm - Tuesday, April 21 9 am - 12 pmFacilitated by Lois HallMembers: $115 | Non-Members: $150

The purpose of this workship is to better understand and apply the principles of non-defensive communication in the workplace. Topics include: the causes and impact of defensiveness; the “defensiveness chain;” appropriate messages; the power of words; the types of listening; including empathetic listening; and creating a listening inventory.

DISCover Your Strengths (DISC Assessment) - Thursday, April 23 9 am - 12 pm

Facilitated by Michelle PeardMembers: $115 | Non-Members: $150

This course will teach you to develop your communication skills and build on your strengths to be maximally effective in your organization.

In order to expand and cultivate your communication skills, you must become aware of how you filter information and how your process affects others in your organization. The DISC assessment tool utilized in this session is proven to have a positive organizational impact in users, as well as an effective influence on personal and organizational communication effectiveness. Participants may apply the skills they learn to interviewing, conducting orientation programs, on-boarding, sales, problem-solving, and customer service.

Each participant will take the DISC assessment prior to the day of the course and bring it to class for

specific application to their work environment.

Employee Orientation for Supervisors - Tuesday, January 20 9 am - 12 pm - Tuesday, April 7 9 am - 12 pm


Most employers realize the importance of giving an orientation, but many don’t dedicate the necessary time and resources to their new employees. This program will demonstrate how to add power and punch to your orientation process in order to provide a new hire with a successful foundation in your organization. You will learn how to decrease new hire turnover, increase morale and loyalty among employees, and project a positive company climate and culture across your workforce.

Participants will learn: - To use a map tool for designing an effective orientation program - What information needs to be covered in an orientation program - How to tie the orientation program to performance management - Tools for engaging your supervisors as part of the on-boarding team - How to effectively evaluate and continuously improve upon your orientation program

Documentation & Discipline - Tuesday, March 17 9 am - 12 pm - Tuesday, June 6 9 am - 12 pmFacilitated by Michelle PeardMembers: $115 | Non-Members: $150

Effective performance management begins with an employee’s initial interview and continues throughout the training period. Learning how to set clear guidelines and document performance are key skills in helping employees succeed at their jobs. This class offers core knowledge on how to document objectively and issue clear instruction for improved employee performance. Participants will also learn the necessary skills to effectively prepare for a termination.

Evolution of an Employee - Tuesdays, June 16 - 30 1 pm - 4 pm

Facilitated by Jennifer JacobusFull Series Registration: Members $300 I Non-Members $400Individual Class Registration: Members $115 | Non-Members $150

When new employees are hired to join an organization, we have nothing but positive hope that it will be a long-lasting, mutually beneficial business relationship. But a lot takes place over the span of an individual’s employment, from the time the first resume is reviewed to the writing of the final paycheck. This 3-part course will take you through the different phases that employers my face during the evolution of an employee.

This course has been pre-approved for California credits toward PHR-CA and SPHR-CA.

Fundamentals of HR - Thursday, April 2 9 am - 4 pm Facilitated by Michelle PeardMembers: $185 | Non Members: $235

This course is designed for human resource professionals who are new to the field, managment personnel with HR responsibilities, small-business owners, and line managers or supervisors who desire to obtain a more thorough understanding of the critical aspects of HR.

Participants will learn to: - Summarize major employment laws influencing personnel decisions - Design effective interviewing and hiring strategies - Review personnel files and retention guidelines - Define required employee benefits and identify who pays for them - Determine whether your independent contractors are really independent


Fundamentals of Employment Law - Tuesday, February 24 9 am - 12 pm - Tuesday, May 12 9 am - 12 pm

Facilitated by Jennifer JacobusMembers: $115 | Non-Members: $150

This course will provide an introductory overview of various employment laws affecting the workplace, as well as of the ways in which potential liability issues may affect supervisors and managers.

Participants will learn: the differences betwen state and federal law pertaining to protected classifications; key aspects in determining exempt and non-exempt status; information on wage and hour laws, including meal and rest period requirements; and how to correctly report time pay, including overtime and make-up time. A review of leave and harassment prevention laws affecting employers is also provided in this course.


Fundamentals of Recordkeeping - Wednesday, April 29 9 am - 4 pm

Facilitated by Michelle PeardMembers $185 | Non-Members $235

The importance of recordkeeping in human resources programs has risen dramatically in recent years due to federal and state compliance requirements and the organizational necessity of tracking resources and expenses. In this course, participants will learn the importance of accurate recordkeeping.

Participants will learn: - Updated regulations on what to keep, where, and why - How long to keep records and who can access and use recorded information - The importance of objective documentation for use in resolving potential questions, problems, or legal charges


Getting Results through Accountability - Thursday, April 30 9 am - 12 pm Facilitated by Jan ZaragozaMembers: $115 | Non Members: $150

In this course, you will learn what you can do differently to successfully meet challenges and resolve conflicts in the workplace, take charge of difficult situations, and stop being victimized by your circumstances. In addition, you will receive powerfully effective techniques to improve your relationships, move toward your goals, and be successful in the workplace.

Fundamentals of Unemployment Insurance - Thursday, March 26 9 am - 12 pm


This workshop is designed to provide a brief overview of the UI system and focuses on dealing with the practical issues of managing unemployment insurance claims. It will review the common forms employers must respond to and provide practical applications for when action must be taken.

In addition to completing interactive exercises, participants will learn: - How to provide responses using clear facts - How to use a UI flowchart to construct a strategy for responses - How to prepare a witness for a UI hearing - Strategies for keeping UI costs down - How to review case studies for practical application and total understanding of outcomes


Handbooks: Necessary or Necessary Evil? - Wednesday, April 8 9 am - 12 pm

Facilitated by Jennifer JacobusMembers $115 | Non-Members $150

A well-written handbook can be a helpful tool in assisting with an organization’s day-to-day activities, as well as an effective legal defense in case of litigation, but a poorly written handbook that contains “legalese,” language that is confusing or limits an employer’s flexibility, or out-of-date or unfollowed policies can be an employer’s worst enemy. This workshop offers a structured process for developing and/or reviewing a handbook.

Topic covered in this course include: the pros and cons of employee handbooks; common pitfalls; resources available for developing handbooks; and legal issues that should be covered.


Harassment Prevention Training Webinar - Wednesday, January 21 9 am - 11 am - Wednesday, March 25 9 am - 11 am - Wednesday, May 27 9 am - 11 am Facilitated by Jennifer JacobusMembers: $49 | Non-Members: $79

California Law AB 1825 requires all private businesses with 50 or more employees to provide professional training on preventing harassment, discrimination, and retaliation to all supervisors and managers every 2 years.

This training will: - Help companies promote a harassment- and discrimination-free environment - Help participants to spot, address, and remedy potential harassment-related problems - Teach participants to respond effectively to harassment complaints - Provide participants with tools to help prevent individually- and company-directed harassment lawsuits.

Harassment Prevention Training - Wednesday, February 18 9 am - 11 am - Wednesday, April 22 9 am - 11 am - Wednesday, June 17 9 am - 11 amFacilitated by Jennifer JacobusMembers: $49 | Non-Members: $79

California Law AB 1825 requires all private businesses with 50 or more employees to provide professional training on preventing harassment, discrimination, and retaliation to all supervisors and managers every 2 years.

This training will: - Help companies promote a harassment- and discrimination-free environment - Help participants to spot, address, and remedy potential harassment-related problems - Teach participants to respond effectively to harassment complaints - Provide participants with tools to help prevent individually- and company-directed harassment lawsuits.

How to Deal with Difficult Attitudes - Thursday, April 16 9 am - 12 pm

Facilitated by Cecile BerealMembers $115 | Non-Members $150

Everyone has an attitude - it might begin when we come out of the womb. Your attitude represents who you are and can be negative or positive at any given time. Your attitude may be the result of who you spend time with, how you are raised, or the influence of friends, family, teachers, strangers, and others.

This training will: - Define and evaluate your attitude, its components, and the ways in which each component influences who you are - Identify challenges in the workplace which impact your attitudes - Discuss which attitudes work well and which don’t work at all - Discuss negative attitudes and how they have the same power to influence as positive ones, but with vastly differing results - Teach the top 7 strategies to overcome negative attitudes in the workplace - Identify 5 distorted thinking styles that impact attitudes - Help you identify who you should be surrounding yourself with to cultivate positive life influences - Prompt self-questioning and promote self-definition and identification - Teach how to throw off a negative attitude in favor of positivity

How to Respond to a Request for ADA Accommodations - Wednesday, May 20 9 am - 12 pm Facilitated by Cecile BerealMembers: $115 | Non-Members: $150

Compliance with the Americans with Disabilities Act (ADA) can challenge even the most seasoned HR professional. This program will help attendees learn how to handle employees who ask for an accommodation as well as those who don’t but who are in need of one. The course will cover important elements of the interview (the interactive process), such as what to ask, what not to ask, and how to keep personal emotions and biases out of the hiring process. Compliance and legal issues will also be discussed.


How to Effectively Document & Prepare for Terminations - Wednesday, June 3 9 am - 4 pm Facilitated by Michelle PeardMembers: $185 | Non-Members: $235

We all know we need to document, but the fact is that diligent documentation may prevent lawsuits, while poor documentation may invite litigation.

Participants in this course will receive practical experience in writing warnings and creating documentation that will protect both their personal and their organization’s best interests. Attendees will also be provided with effective methods for applying discipline and with the keys for correctly handling terminations, whether due to a reduction in workforce, disciplinary action, or any other reason.

Managing Generational Challenges in the Workplace: Who’s on First? - Thursday, February 26 9 am - 12 pm

Facilitated by Cecile BerealMembers $115 | Non-Members $150

At the beginning of the millennium, there was a sudden realization that the workplace was dramatically changing. Overnight, it seemed that job-seekers were flooding into the workforce. While this influx wasn’t necessarily unusual in and of itself, its uniqueness lay in the fact that its population was multi-generational.

In the wake of this development, companies were faced with many challenges, including: - How to facilitate successful collaboration - How to build happy and productive workforces in the face of differing personality styles, ages, and attitudes - How to help employees accept different working styles

This interactive program will identify challenges that are prevalent in today’s workforce, how they are being dealt with, and how employers can prepare to integrate Generation Z into the workplace.

Navigating Pregnancy Leaves in CA Webinar - Wednesday, March 11 9 am - 10 am Facilitated by Jennifer JacobusMembers: $35 | Non-Members: $45

Managing leaves of absence in California is tricky, and when the leave is related to pregnancy, it gets even trickier. All employers with 5 or more employees are subject to the provisions of California’s Pregnancy Disability Leave (PDL), and larger employers with 50 or more employees must comply with PDL, FMLA, CFRA, and PFL regulations. If you don’t know what these acronyms stand for or how they work together, this webinar is for you!


Managing the Unmanageable: Leaves in California - Thursday, January 29 11 am - 1 pm Facilitated by Jennifer JacobusMembers: $79 | Non-Members: $99

Managing leave requests can be cumbersome, whether you have 5 employees or 500. Are you sure you know when to deny a leave request and when to accept it? In what situation should an employer extend a leave request, and do you need to extend a leave for everyone if you do for one?

You will receive answers to these questions and more in this course, which navigates the twists and turns of leave regulations and teaches best practices regarding how to manage leave documentation, notification, and expiration. This class is perfect for anyone who is responsible for tracking and maintaining the special time off requests of his/her workforce.


Performance Appraisals: Managing the Process - Tuesday, February 3 9 am - 12 pm - Tuesday, May 5 9 am - 12 pm

Facilitated by Jan ZaragozaMembers $115 | Non-Members $150

This program provides supervisors and managers with the basic skills required to effectively evaluate and manage performance appraisals as an ongoing management process. Participants will learn to: use job-related performance expectations to help support organizational goals; measure performance; coach employees toward improved productivity; and plan and conduct appraisal interviews.

Practicing Positive Leadership I - Tuesday, March 24 9 am - 4 pm Facilitated by Jan ZaragozaMembers: $185 | Non-Members: $235

Supervisors and leaders have a profound effect on employee motivation, job satisfaction, and performance. This interactive, fast-paced program covers the basic skills necessary to set new supervisors up for success by developing skills for supporting, coaching, and nurturing employees.

Topics covered include: - Identifying what qualities make a good leader and coach - Setting clear expectations and providing ongoing feedback for employees - How to have difficult conversations about performance - Identifying best practices for giving positive feedback - Strengthening communication and listening skills - Managing employees who were formerly peers and understanding the management role and the difference between being a buddy and a supervisor - How to present ideas so they are heard and acted upon

Personnel Law Compliance - Wednesday, February 4 8:30 am - 12 pm - Wednesday, June 10 8:30 am - 12 pm Facilitated by Paul, Plevin, Sullivan & Connaughton, LLPMembers: $115 | Non-Members: $150

This course is an essential for managers, supervisors, and all employees interested in developing their capacity to exercise leadership within their organization. Areas covered include: equal opportunity policies; employment discrimination and retaliation; pre-employment inquiries and reference checks; minimum wage, overtime, and other critical wage and hour issues; employee classification as exempt or non-exempt; and wrongful termination.


Practicing Positive Leadership II - Thursday, June 11 9 am - 4 pm

Facilitated by Jan ZaragozaMembers $185 | Non-Members $235

Whether it is taken as a stand-alone class or as a follow-up to Practicing Positive Leadership I, this program is designed to help leaders and supervisors maintain a productive work environment, improve motivation and morale, and take advantage of tools to help effectively manage workers.

Topics covered include: - How to be accountable as a leader and how to build an accountable team - Ways to effectively deal with people problems and breakdowns in productivity - Improving morale and keeping employees motivated - How to stay on top of multiple projects and demanding deadlines - Effectively planning daily schedules - Delegation

This workshop also includes a personality style assessment, which allows participants to increase their understanding of their own communication and work styles as well as how to more successfully work with people with other styles.

Strategic HR Practices - Wednesdays, May 6 - 27 1 pm - 4 pm Facilitated by Michelle PeardMembers: $595 | Non-Members: $795

In this course, participants will create a strategic business plan to partner with key stakeholders in their organization in order to meet organizational buriness plan objectives, including creating effective employee engagement and development plans that align with organizational business plan goals and objectives. This program will provide HR professionals with the tools to be effective business partners within their organizations.

This course has been pre-approved for 15 Strategic HR credits.

Safety & Security - Tuesday, March 17 1 pm - 4 pm Facilitated by Aspen Risk ManagementMembers: $115 | Non-Members: $150

This workshop addresses safety and security as areas of employer responsibility that are often delegated to HR departments. These areas have significant compliance requirements to meet and serious consequences for non-compliance.

Participants will learn about the moral, legal, and financial obligations employers have in regards to workplace safety, including how to prepare and respond if OSHA conducts an inspection. This course will address the 10 most important things an HR professional should know about workplace security post-9/11 and provide techniques for how to integrate best practices of safety, security, and human resources leadership into the workplace.

Time Management & Delegation - Tuesday, March 3 9 am - 12 pm - Tuesday, June 2 9 am - 12 pm Facilitated by Jan ZaragozaMembers: $115 | Non Members: $150

Do your employees always feel behind in their jobs? Do they think there is no way they are ever going to “catch up?” In this session, attendees will learn time-saving habits to power through a never-ending workload and make them more effective, successful, and valuable to their organizations.

Many people work inefficiently and struggle with planning their work days efficiently. These employees not only hurt their own work results, but they also become a bottleneck for everyone around them - workplace teams work best when everyone is functioning at top efficiency. This course teaches techniques that have been proven to save employees between one and two hours each day.

Strategic Orientation Programs: Successfully Integrating New Hires - Tuesday, April 14 1 pm - 4 pm

Facilitated by Michelle PeardMembers $115 | Non-Members $150

Most employers realize the importance of giving an orientation, but many don’t dedicate the necessary time and resources to their new employees. This program will demonstrate how to add power and punch to your orientation process in order to provide a new hire with a successful foundation in your organization. You will learn how to decrease new hire turnover, increase morale and loyalty among employees, and project a positive company climate and culture across your workforce.

Participants will learn: - To use a map tool for designing an effective orientation program - What information needs to be covered in an orientation program - How to tie the orientation program to performance management - Tools for engaging your supervisors as part of the on-boarding team - How to effectively evaluate and continuously improve upon your orientation program


Successful Interviewing Techniques for Supervisors - Tuesday, January 27 9 am - 12 pm - Tuesday, April 14 9 am - 12 pm Facilitated by Janis WhitakerMembers: $115 | Non-Members: $150

A major problem facing managers and supervisors today is how to hire the right people. If your selection process isn’t effective, you waste both time and money.

By improving its interviewing process, an organization will not only be able to hire top employees, but will also spend less time interviewing while still complying with EEOC requirements. In this program, you will learn about “behavioral interviewing” - a systematic method of hiring that will help uncover interviewees’ behavior patterns so you can accurately predict work performance.

Understanding Classification: Exempt v. Non-Exempt Webinar - Wednesday, February 25 9 am - 10 am

Facilitated by Jennifer JacobusMembers $35 | Non-Members $45

Improperly classifying an employee as exempt can open the flood gates of litigation risks. It’s not always clear which employees should be exempt and which should not. What does “independent discretionary decision-making” mean? When is it okay to make deductions from an exempt employee’s salary?

In this webinar, participants will learn: - What it means to be exempt - Mandatory criteria for exempt classifications - How to address the “gray area” between exempt and non-exempt status - Who is specifically excluded from exempt status - The penalties and other costs associated with misclassification


Updating Your Supervisory Skills - Thursday, April 9 9 am - 4 pm Facilitated by Lori MillerMembers: $185 | Non Members: $235

Whether we like to admit it or not, our skills as supervisors can get worn down by the day-to-day grind of business. This updated workshop reviews what it takes to be an effective and inspiring leader. Get motivated again! Remember the joys and challenges inherent in your job and rediscover your enthusiasm, all while learning some new tools in the process.

This hands-on workshop will provide you with an opportunity to practice previously-acquired but forgotten skills and help you lead, motivate, and communicate more effectively.

Understanding Supervisory Compliance - Thursdays, February 5 - 19 12:30 pm - 2:30 pm Facilitated by Michelle PeardMembers: $79 | Non-Members: $99

As a supervisor, do you understand the relationship between current employment-related laws and your leadership role? Do you fully grasp the responsibility you have to avoid costly legal processes?

This course has been developed specifically for supervisors with the goal of providing the need-to-know information on various employment-related laws. Hiring, firing, performance appraisals, disciplining, documentation, sexual harassment, and the Americans with Disabilities Act will all be discussed in great detail.

SDEA Professional Development Trainers

Cathi Marx Cathi serves as Vice President of Risk Management Services with Aspen Risk Management Group. She began her career in environmental health and safety in the Coast Guard Reserves. She has a strong ability to analyze exposures and loss history to advise and implement safe, cost effective, efficient, and regulatory compliant solutions. Cathi works with clients and brokers to minimize loss exposure for their clients, protecting employees from workplace injury and providing strategic improvement plans to senior management.

Cecile Bereal Cecile serves as founder of RMA Management Alliance, Inc., holds a Masters degree in HR, specifically in Organizational Effectiveness/Management and a Bachelors Degree in Business Administration. Cecile’s company specializes in human resources as it relates to employee relations, investigations, facilitations and collaborations.

Jan Zaragoza Jan is the author of Meetings Over Easy: How to Have Better, Shorter, More Productive Meetings. She is president of High-Performance Training Solutions, a performance improvement firm specializing in the areas of business communications and supervisory and management development. She designs and conducts training programs on time management, strategic presentation skills, business writing, coaching skills, effective meeting skills, and performance management.

Janis Whitaker Janis is the owner of J P Whitaker & Associates, a results-oriented management training and consulting enterprise since 1991. Janis has been a trainer and educator since 1977. She was a Corporate Trainer and Supervisor in the manufacturing environment for seven years for a Fortune 500 Company. As a trainer and consultant, she has experience working in many different environments. Her subtle humor, personable style and seasoned professionalism set her apart from the rest.

Jennifer Jacobus, PHR-CA Jennifer has worked for SDEA since 1988 and is considered an expert in the field of Human Resources. Jennifer conducts Human Resources audits, drafts and reviews employee handbooks, and provides advice and assistance with employer-employee/employment related issues for the SDEA membership. Jennifer has created and conducted training in the areas of employment law, exempt and non-exempt status, independent contractors, harassment prevention training, and employee handbook formation.

Jenny Kazan-Mills is a human resources consultant with SDEA. Prior to coming to SDEA she worked as an HR professional for various small businesses and large corporations in both the public and private sectors. She has a wide range of human resource management experience including experience in the manufacturing, financial services, biotechnology, non-profit and government sectors. She has performed a full-range of human resource professional functions from talent management, benefits administration, employee relations, training and development and implementing business strategic initiatives. Lori Miller, Ph.D. is a professional business consultant and college professor who teaches people how to enrich and sophisticate their professional and personal goals. The series of workshops she offers through SDEA is designed to motivate business people to understand and reinvigorate their work environments and goals, to clarify their roles at work, and to become more successful communicators in the work place. She also works as a professional coach and editor, and many have used her assistance in re-framing their resumes.

Lori Miller, Ph.D. Lori is a business consultant and college professor who teaches people how to enrich and sophisticate their professional and personal goals. The workshops she offers through SDEA are designed to motivate business people to understand and reinvigorate their work environments and goals, to clarify their roles at work, and to become successful communicators in the workplace. Lori also works as a professional coach and editor, offering people coaching on their resumes and other professional documents.

Lois Hall Lois has over twenty years of independent and corporate business experience in training, development, coaching and management. She has designed training and coaching programs and facilitated workshops for all levels of employees, with emphasis on skill and career development. Her expertise is in leadership and management development, performance management, career management, succession planning, strategic planning and talent management, and sales.

Michelle Peard, SPHR-CA Michelle has over 20 years of HR experience with an emphasis in training and development. She has consulted hundreds of employers from manufacturing, non-profit, financial and service industries on various HR issues ranging from compliance with state and federal laws, strategic initiatives and the development of training programs for first line supervisors, middle managers, executives, and HR professionals. She served as President of San Diego-ASTD (American Society for Training and Development) chapter, received a “lifetime achievement award” for her contribution to the profession, and is also a lifetime member of ASTD.

San Diego Employers Association

MissionWe provide San Diego businesses with expert HRknowledge and the tools necessary to effectively

grow their businesses and manage their workforces.

VisionTo be the leading HR solutions provider in San Diego.

ValuesExcellence

CollaborationIntegrity

AccountabilityQuality

Offering expert HR advice since 1914