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  1. 1. Succession Planning SUMMIT 2010 Create and June 28 – 30, 2010 | Arlington, VA Sustain Quality Develop a Results-Oriented Focus to Succession Planning Build, implement and execute an effective and goal–focused succession plan Leadership to Cultivate and Retain Employees to Strengthen Your Organization Enhance Your Evaluate your current workforce strategies and internal talent pool to enhance business Organization Develop Succession Plans for Today’s Varied Workforce Climate Overcome obstacles of succession planning to sustain the knowledge of Earn up to your organization 15 CPE Credits Promote a Strong Employer Brand Name to Attract Top Talent Create a solid organizational image to highlight your office as a workplace of choice In Association with:
  2. 2. Succession Planning Summit 2010 day one June 28, 2010 8:30 10:30 Registration and Continental Breakfast Break and Refreshments 10:45 9:00 keynote address Succession Planning in a Create a Results-Driven Recession: Create a Plan to Succession Plan Sustain Your Organization through Build learning programs to pass along the knowledge and skills that your a Down Economy organization’s managers possess Recession, recession, recession! If you turn Evaluate all positions in regards to your on the television, pick up a newspaper strategic business plan or browse your favorite website you are reminded of the difficult economic Encourage cross-training among current conditions our country continues to face. staff to enhance your succession plan During these uncertain times, it is more Michael Venn, Co-author of The Manager as Leader, important than ever for your organization Tradewinds Consulting, LLC to craft a serious succession plan and set in place key internal controls. During this 11:45 keynote address you will: Lunch Break Learn to assess current high performing employees while deciding if new talent is needed Understand how to start the succession planning process early to avoid reactionary measures during a downsizing situation Determine how to maintain a high level of performance and continue to meet organizational goals during times of hardship Doris Sims, SPHR, President, Succession Builders, LLC top five reasons to attend: Learn proven Align succession Engage all levels of techniques to plans and your organization design and create individual in the succession a results driven performance to planning and succession plan organization goals management process 2
  3. 3. Succession Planning Summit 2010 day one June 28, 2010 12:45 2:00 Evaluate and Incorporate Employee Tricks of the Trade: Succession Feedback to Enhance Your Planning Tips and Techniques for Succession Plan Prosperous Times Ahead Actively listen and seek to understand Plan to lower business costs without feedback from employees and how their sacrificing service and efficiency input can enhance the business Learn the importance of proper Incorporate employee ideas into the talent management to aid in a strategic plan to drive performance prosperous comeback Improve operational activity in conjunction Develop strategies to go beyond with employee feedback just succession planning to create a Brian Lowenthal, Managing Partner, Benchmark sustainable business Partners LLC Doris Sims, SPHR, President, Succession Builders, LLC 1:45 3:00 Break and Refreshments Myth to Reality: Succession Planning With Just the Facts “This conference was Understand why it is beneficial to engage and develop high potential employees thorough and thought Learn the benefits of succession management for small to provoking. This focus mid-sized companies Hear about other common myths related will help me to keep to organizational leadership, change and talent management our succession plan Michael Venn, Co-author of The Manager as Leader, in line with strategic Tradewinds Consulting, LLC goals.” 4:00 Adjourn Dora, Director of Human Resources, Jones Apparel Group/Nine West Create recruitment Understand the importance of and retention succession planning for small techniques for to mid-sized companies during key talent difficult economic times 3
  4. 4. Succession Planning Summit 2010 day two June 29, 2010 8:30 who should Continental Breakfast attend: keynote address 9:00 Chief Learning Officers, The Art of Workplace Maintenance: Use Chief Talent Officers, Succession Planning to Create a Highly Directors, Vice Presidents Competitive Organization and Managers of: The creation of strategic workforce goals places pressure on an organization, especially the talent that will execute goals. To maximize potential, Human Resources you want the most dedicated talent to carry out business strategies. Your organization must Diversity focus not only on hiring and firing talent, but also implementing the processes of a solid succession Succession Planning plan. In this keynote address you will learn to: Create a plan of action to make your business a Management workplace of choice that is known for top talent Development producers Talent Management Define benchmarks through career paths to identify talent strengths and weaknesses in the Training and talent pool Development Incorporate change management into the knowledge management implementation Strategic Growth Toyin Ogun, Vice President, Human Resources, L.L. Bean Workforce Development 10:30 Recruitment Break and Refreshments Human Capital 10:45 Succession 2.0: Use Social Media to Strengthen Your Succession Plan Hear about ways to employ Web 2.0 technologies to promote your organization Reach today’s top job prospects through social media outlets that appeal to their activities and interests Learn how to enhance creativity and engagement through web based initiatives Simon Salt, CEO, IncSlingers 4
  5. 5. Succession Planning Summit 2010 day two June 29, 2010 11:45 Lunch Break 12:45 Retain Top Employees Through Talent Cultivation Learn unique employee motivators and incentives that have proven success to increase performance and productivity Shape your organization based on the competency needs of your staff Capture institutional knowledge and talent in order to transition these skills to current and future employees Kate Wildrick, SPHR, Human Capital Development Specialist, Generational and Strategic Workforce Planning Expert, Ingenuity, LLC 1:45 Break and Refreshments 2:00 Develop a Strong Employer Brand “These sessions capture Name to Draw Top Talent a significant amount of Cultivate a brand reputation that helps you command employee loyalty and is well best practices in HR for recognized in the marketplace Use your brand to recruit outside talent private industry.” based on workplace opportunities unique to your organization Frederick, SSP Gain a competitive edge by learning about trends in branding and what draws potential employees to an organization Kathy Brooks, Vice President of Human Resources and Organizational Development, Green Mountain Coffee 5
  6. 6. Succession Planning Summit 2010 post-conference workshop June 30, 2010 Post-Conference Workshops are practical, supplementary application sessions which incorporate and review tools, techniques and methods presented during the event. Participants will obtain a further understanding of how to use newly acquired tools and cutting-edge strategies. Through group exercises and scenario-based learning, you’ll walk away with the expertise and resources needed for immediate and practical application. Enrollment space is limited, so register today to reserve your place. 8:30 Workshop Registration and Continental Breakfast 9:00 Post-Conference Workshop: Build and Implement an Effective and Robust Succession Management Process for a Sustained Advantage The exodus of Baby Boomers eligible for retirement has brought succession planning to the forefront of senior management’s concerns and priorities. To address this potential significant exodus of talent and institutional knowledge of human capital, many organizations are examining how to implement succession planning processes to develop future leaders and ensure the continuity of leadership and knowledge. During this interactive workshop you will learn: Critical challenges in implementing succession planning processes Key elements of a comprehensive succession planning program Drivers of successful succession Corporate models of succession planning and talent development Framework on what senior executives can do to enhance their current succession planning processes and tools Linda Bryant, Director, Organizational Development and Consulting Services, Georgia State Unversity Atlanta, Georgia 12:00 Workshop Adjourns “I hope to introduce Succession Planning to my organization and I believe it will provide a firm plan for the future.” Melissa, Gervity HR, Inc. 6
  7. 7. Succession Planning Summit 2010 logistics Logistics Venue & Hotel CPE Credits The 2010 Succession Planning Summit will Delivery Method: Group-live be held at the Performance Institute Training Program Level: Basic Center in Arlington, VA. A public parking Prerequisites: None garage is located inside of the building for Advanced Preparation: None $10/day. Continental breakfast, lunch and CPE Credits: 12 refreshments will be provided for delegates The American Strategic Management Institute (ASMI) is on each day. registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional The Performance Institute Conference Center education on the National Registry of CPE Sponsors. State 1515 N. Courthouse Rd. Suite 600 boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding Arlington, VA 22201 sponsors may be addressed to the National Registry of CPE 877-992-9521 Sponsors, 150 Fourth Avenue North, Nashville, TN 37219- 2417. Website: A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $226.00 Exhibiting & Sponsorship until May 21, 2010. This rate is based on To learn more about exhibiting and the Government Per Diem and is subject to sponsorships at the 2010 Succession change. Please call the hotel directly and Planning Summit, please contact Meredith reference code “Succession Planning” when Mason at 202-739-9707 or email her at making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary Quality Assurance ASMI strives to provide you with the most productive and effective shuttle that is also available for your educational experience possible. If after completing the course convenience. you feel there is some way we can improve, please write your comments on the evaluation form provided upon your arrival. Arlington Rosslyn Courtyard by Marriott Should you feel dissatisfied with your learning experience and wish to request a credit or refund, please submit it in writing no later 1533 Clarendon Blvd. than 10 business days after the end of the training to: Arlington, VA 22209 ASMI: Corporate Headquarters 703-528-2222 805 15th Street NW, 3rd Floor Washington, D.C. 20005 Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. ASMI is not responsible for speaker changes, but will work to Tuition & Group Discounts ensure a comparable speaker is located to participate in the program. The tuition rate for attending the 2010 Succession Planning Summit is as follows: If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Offering Early Bird * Regular Rate Conference $999 $1,099 Discounts and Payment • All ‘Early Bird’ Discounts must require payment at time of Workshop $399 $399 registration and before the cut-off date in order to receive any discount. • Any discounts offered whether by ASMI (including team *For the early bird rate, please register by discounts) must also require payment at the time of registration. May 3, 2010. • All discount offers cannot be combined with any other offer. • Discounts cannot be applied retroactively For more information on group discounts, Payment must be secured prior to the conference. If payment please contact Dave Yerks at 760-637-5045 is not received by the conference start date, a method of or email him at payment must be presented at the time of registration in order to guarantee your participation at the event. 7
  8. 8. Succession Planning Summit 2010 Registration to register Call Fax this Form to Visit 877-992-9522 866-234-0680 registration form o Yes! Register me for the 2010 Succession Planning Summit only o Yes! Register me for the 2010 Succession Planning Summit and Workshop o Yes! Register me for the Workshop only o Please call me. I am interested in a special Group Discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information o Purchase Order / Training Form o Credit Card o Check (Please make checks payable to: The Performance Institute) Credit Card Number Expiration Date Verification No. Name on Card Billing Zip Cancellation Policy ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Reg- istrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. o I have read and accepted the Cancellation Policy above ACKNOWLEDGED AND AGREED By:___________________________________________________________________ Date: _______________________________________ Priority Code: W232-WEB 8