Nurturing Capabilities for Extraordinary HR

2014
41st SHRM PR Chapter Annual Conference & Exposition
​El Conquistador Hotel ·∙ Fajardo, Puerto Rico
September 17 – 20, 2014
Nurturing Capabilities for
Extraordinary HR
Conference Program
First Day: Wednesday, September 17, 2014
¹ 11:00 am – 4:30 pm
​Conference Registration
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Convention Desk
¹ 1:00 pm – 5:00 pm
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​Conference Workshops
The Age of Litigation: Practical Strategies to Prevail Against Employee Claims.
Jorge C. Pizarro, Esq. and Karla Rivera Rubio, Esq.
Jiménez, Graffam & Lausell
Room: Icaco
Session’s Summary:
Any Human Resources professional, to be truly effective, needs to be prepared to address the legal
situations that afflict everyday business and also serve as an active instrument in defending a claim.
This workshop will cover how to chronologically address investigations, what to do when there is
a complaint against the company or against its officers in the workplace and discussed the different
processes and features that matter for the many business forums.
¹ 1:00 pm – 5:00 pm
Puerto Rico Health Economics, Blending Regulations and Productivity in the
Obamacare Era
Luis E. Pizarro, Esq., Roberto G. Pando and Camalis Flores
Medical Card System, Inc.
Room: Culebra
Session’s Summary
This workshop will include participation of subject matter experts from MCS and other health
segment stakeholders. The focus will be on health economics, and regulatory implications for the
commercial segment and employers (small and large) in Puerto Rico. Particular attention will be
given to the latest policy and ACA implementation developments in 2014, as well as to “compare
and contrast” of the principal implementation impacts of the ACA in the US mainland and PR.
¹ 1:00 pm – 5:00 pm
Coaching for Employees’ Talent and Work Performance Optimization
Eneida Sierra
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People’s Advantage
Room: Vieques
Session’s Summary
The workshop focuses on creating awareness regarding the effectiveness of coaching as a
management strategy and tool to unleash the potential of talented employees and improve work
performance. The participants will analyze the role of a manager as a coach and identify the steps of
a coaching process, core competencies of a coach, when to coach and when not, and the steps of
the G.R.O.W coaching model to unleash potential and optimize their work performance.
¹ 2:45pm – 3:00pm
​Mid Afternoon Coffee Break
​Atlantic Ballroom
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Foyer
¹ 5:00pm – 6:00pm
​Social Activity: Tasting & Tapas
¹ 6:00pm – 7:00pm
​Social Activity: Salsa Dance Lesson
​Casablanca
​Casablanca
Sponsored by:
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Second Day: Thursday, September 18, 2014
¹ 7:00 am – 4:30 pm
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​Conference Registration
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​Conference Opening Ceremony
​ Exhibitors
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​Convention
Desk
¹ 7:45 am – 8:00 pm
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​Exhibitors
Area
¹ 8:00 am – 9:00 am
Area
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¹ 9:00 am –10:30 am
​Breakfast at Exhibitors
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​Concurrent Sessions
Agile - Innovative Working Practices
Ingrid Negrón, PhD
Unilever
Room: Icaco
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​Exhibitors
Session’s Summary
Unilever de Puerto Rico implemented the Agile way of working, an approach to working with
maximum flexibility and minimum constraints, focusing on results and performance, instead of
time and attendance. Agile Working approaches on getting the work done helping us become
more competitive in today’s challenging marketplace. We transform and align our workplace to
Unilever’s Agile Working practice while reducing our indirects and minimizing our environmental
impact.
¹ 9:00 am –10:30 am
Electronic Overtime in the Modern Workplace
Jaime Sanabria, Esq.
Pietrantoni, Méndez & Álvarez, LLC
Room: Palominito
Session’s Summary
With the proliferation of smartphones and Web-enabled devices, our concepts of where and when
we work have changed radically. The use of smartphones, iPhones, and tablets to stay connected to
work is so common that it’s now considered the “new normal”. Advance planning and clear
policies by employers will minimize the risk of overtime claims. This session will review the
applicable wage and hour legislation, discuss what are considered “hours worked” and provide
practical recommendations.
¹ 9:00 am –10:30 am
Defining Diversity and Inclusion Leadership: A New Strategy for Organizational
Success.
Victor Rivera Hernández, Esq.
Grupo Erantonio & Associates, Corp.
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Room: Vieques
Session’s Summary
This session provides a new culture of direction, monitoring and promoting workplace
management with extensive diversity and social inclusion, causing a redefinition of ways and
approaches of supervisors, managers and executives. It is an alternative to current difficulties in
supervision and leadership on diverse working groups and entities with a tendency to work with “a
few people" and where thoughts, work, philosophies and practices of human resources are
excluded for belonging to non-traditional groups.
¹ 9:00 am –10:30 am
Achieving Global Equity Effectiveness - A New Perspective
Jim Sillery
Buck Consultants, LLC
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Room: Grand Atlantic 3
This session will have will have simultaneous translation to Spanish
Session’s Summary
Since the inception of equity compensation programs, companies have struggled with the answer to
a simple question – are my plans effective? Despite overwhelming advances in technology and
sophistication in financial modeling tools, the overall satisfaction among major constituencies score
surprisingly low. This presentation takes a holistic view of the drivers of equity effectiveness
presenting a more complete approach to optimizing the use of equity as a compensation instrument
and, as a result, increases equity effectiveness.
¹ 9:00 am –10:30 am
Talent Management Aligned with the Company’s Business Strategic Plan
Windalee Lozada, PhD
CooperVision Caribbean
Room: Culebra
Session’s Summary
The development of a talent management strategy closely aligned with the company’s strategic plan
is key to ensure overall business results. Certainly, when supported and integrated through a
comprehensive business partnership structure among business units, it evolves the organization
into another level of growth and talent engagement. Due to our expansion in Puerto Rico and Costa
Rica operations, CooperVision is embarked in several talent and development programs going
above and beyond the known practices.
¹ 10:30 am –10:45 am
​Mid-Morning Break
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​Atlantic
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Ballroom
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¹ 10:45 am –12:15 md
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​Foyer
​Concurrent Sessions
Providing Employment Pathways for Youth in Puerto Rico
Miguel Columna y Elyse Rosenblum
ConPRmetidos
This session will have will have simultaneous translation to Spanish
Room: Grand Atlantic Ballroom 3
Session’s Summary
Despite high unemployment rate, employers struggle to find talented workers with the skills
needed in today's job market and economy. At the same time, local youth have difficult time finding
access and exposure to develop these needed skills. In partnership with Clinton Foundation’s
Clinton Global Initiative, ConPRmetidos is developing a PSA campaign and Employer Digital
Platform that will provide practical tools and resources to allow employers to establish mentorship,
internship, and hiring programs for youth.
¹ 10:45 am –12:15 md
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HR-Nomics
Jaime M. Núñez, PHR
uBoss
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Room: Icaco
Session’s Summary
Due to economic challenges, we have heard solutions from economic and financial outlook. But
which is the impact this situation has had on the HR profession? Are we focusing on the right
priorities? Are we prepared to face the challenges ahead? Are we really creating value? What does
it mean to create value in these times? This session is based on the results of the first HR-Nomics
study conducted in Puerto Rico.
¹ 10:45 am –12:15 md
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Mastering the Performance Conversation
Edna Z. Guzmán
EG Consulting Group
Room: Culebra
Session’s Summary
The session will present the various types of performance conversations models, their applicability
and process. In order to guarantee an effective performance conversation, it is fundamental to
distinguish the difference between feedback, mentoring and coaching. By diagnosing who is ready
for what approach, how and when to utilize them will result in mastering the art of conducting an
effective performance conversation. It will also explore the benefits behind avoiding counseling
and telling.
¹ 10:45 am –12:15 md
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Creating a Psychologically Healthy Workplace
Zahira L. González Colón, PhD
Asociación de Psicología de Puerto Rico
Room: Vieques
Session’s Summary
Organizations of all types, large and small, for-profit and not-for-profit, are implementing
programs and policies that foster employee health and well being while enhancing organizational
performance. This workshop provides learning about the types of practices that can help HR to
create a psychologically healthy work-environment. Strategies and methods to assess the current
state of an organization will be shared, as well as ideas on how to create a workplace where
employees and organization can thrive together.
¹ 10:45 am –12:15 md
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Litigate Less, Mediate More: A New Approach
María Judith (Nani) Marchand Sánchez, Esq.
Ferraiuoli, LLC
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Room: Palominito
Session’s Summary
This session will present mediation as the most effective and less costly option to resolve
employment disputes. By explaining why mediation is a valuable alternative to dealing with the
myriad of legal, human and factual issue, the HR professional will understand the benefits of
mediation versus litigation. Considerations regarding financial and emotional cost of litigating,
delay and the disruption caused by the judicial process against the efficiency of the mediation
alternative will be discussed.
¹ 10:45 am –12:15 md
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The New SHRM Certification
Society for Human Resource Management
Room: Palmas
Session’s Summary
SHRM is developing a new HR Certification program based on the competencies required to be an
effective HR professional. This certification is the culmination of over three years of research, and
based on the SHRM HR Competency Model, which was validated by more than 30,000 HR
professionals around the world. Come and learn about the new certification exam that will assess
both behavioral competencies and HR technical expertise and knowledge. This session will give
you an overview of what you can expect as well as the opportunity to ask questions.
¹ 12:15 md – 1:30 pm
​Lunch and Award’s Ceremony:
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“Lifetime Achievement Award”
& Pedro Zorrilla
Sponsored by:
​G rand Atlantic
​Ballroom 1 & 2
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¹ 1:30pm -3:00 pm
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​Exhibitors Networking
​& Activities:
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​“ The Sweet Hour” at Exhibitors
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​Exhibitors Area
¹ 3:00 pm-4:30 pm
​Plenary Conference
"People First: Mastering the Art of Human Engagement"
Jack Lannom
Lannom Worldwide
This session will have simultaneous translation to Spanish
Room: Grand Atlantic Ballroom 3
Session’s Summary
Jack is described as having the humor and energy of Robin Williams, the motivational power of
Anthony Robbins, and the wisdom and sensitivity of Stephen Covey. Based on his book People
First – Achieving Balance in an Unbalanced World, this presentation gives massive illumination
for every person who truly wants to make a difference in people's lives. It is a transformational 5step philosophy that will equip you with little known secrets for achieving balance.
¹ 4:30pm -6:30 pm
​Social Activity:
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​Exhibitors Cocktail & Networking
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¹ 8:00pm -12:30 pm
​ hemed Social Activity:
T
Exhibitors Area
The Wild Wild West
Sponsored by:
Grand Atlantic
Ballroom 1 & 2
Entertainment: NG2 y Latin Spirit
Third Day: Friday September 19, 2014
¹ 8:00 am – 4:30 pm
​Conference Registration
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​Convention
Desk
¹ 8:00 am – 9:00 am
Area
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¹ 9:00 am –10:30 am
​Breakfast at Exhibitors
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​Plenary Conference
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​Exhibitors
The 4 Disciplines of Execution: Achieving your Wildly Important Goals
Chris McChesney
FranklinCovey
This session will have simultaneous translation to Spanish
Room: Grand Atlantic Ballroom 3
Session’s Summary
Known for his high-energy and engaging message, Chris has become a highly sought-after
speaker, consultant, and advisor on strategy execution. Although The 4 Disciplines of Execution
may seem simple at first glance, they are not simplistic. They will profoundly change the way you
approach your goals. Once you adopt them, you will never lead in the same way again. We believe
they represent a major breakthrough in how to move teams and organizations forward.
¹ 10:30 am –10:45 am
​Mid-Morning Break
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​Atlantic
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Ballroom
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¹ 10:45 am –12:15 md
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​Foyer
​Concurrent Sessions
Work 4.0: A Brief Glimpse Around the Corner…
Lance Richards, GPHR, SPHR, HRMP
Kelly Services
Room: Grand Atlantic Ballroom 3
Session’s Summary
When Caveman Grog brought down an animal, his work provided him with immediate and
obvious rewards. What work looks like, and how it's done, has changed a lot since then. Actually,
it's changed a lot just since 1990! But, to understand where we're going, we have to first
understand where we've been. We've distanced work from rewards, action from consequence, and
increased complexity. And there's more coming!
¹ 10:45 am –12:15 md
Benefits of Measuring the Return on Investment (ROI) of your Human Resources
Initiatives
Soraya Sesto
Casa Grande Interactive Communications
Room: Icaco
Session’s Summary
When evaluating the return on investment of your initiatives, you need a balanced set of data that
contains financial and non-financial measures as well as qualitative and quantitative data. Multiple
types of data not only show results of investing in programs or initiatives, also help explain how
the results evolved and how to improve them over time. To effectively measure ROI, six types of
data are needed: reaction, learning, application, impact, ROI, and intangible benefits.
¹ 10:45 am –12:15 md
To Withhold or Not Withhold? The Continuing Saga of Employment Settlement
Agreements
René Avilés García, Esq.
Ferraiuoli LLC
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Room: Culebra
Session’s Summary
This presentation provides an in-depth analysis of the main income and employment tax
withholding, remittance and reporting requirements with respect to settlement agreements in the
employment context in Puerto Rico. It covers the historical trajectory of settlement agreements
from an income tax perspective, including the key judicial and administrative pronouncements.
Describes the most recent developments on the federal (FICA) withholding taxes on the matter
(including U.S. v. Quality Stores, (2014 Sup. Ct.) 113 AFTR 2d.
¹ 10:45 am –12:15 md
Worksite Wellness Programs: Road to Success… Make the Switch! Moving from
Activities to Result Oriented Programs.
Shaneiliz Mejías González, MBA, CWWS, CCA
Carrión, Laffitte & Casellas, Inc.
Hub International CLC
Room: Vieques
Session’s Summary
In this session the participant will be able to build a result oriented Wellness program from scratch.
They will receive the tools and information to move from an activity-based program to getting
results. We will use as a guide the seven benchmarks of the Wellness Council of America to build
our comprehensive program. The goal is to know the first steps to build a program carefully
researched, thoughtfully designed, and flawlessly executed.
¹ 10:45 am –12:15 md
Innovation and Global Trends in Talent Management
Luis M. Torres, MA, PHR
SAP Success Factors
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Room: Palominito
Session’s Summary
Ready or not, the future of business is changing and evolving. Global access to markets and talent
are reshaping the way business is done. 5 generations will be working side by side. Social media
will connect employees, customers, and partners for immediate engagement. How will you adapt to
this changing workforce? We will discuss the meta-trends for the future workforce we are seeing,
and how to effectively utilize technology to influence them for your benefit.
¹ 12:15 md – 1:30 pm
​Lunch and Award Ceremony:
Manuel Laborde
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& SHRM PR Scholarship
¹ 1:30 - 3:00 pm
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​G rand Atlantic
​Ballroom 1 & 2
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​ xhibitors
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​Exhibitors Area
Networking
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​& Activities:
​“ The Sweet Hour” at Exhibitors
​Sponsored by:
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¹ 2:30 - 4:00 pm
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​Concurrent Sessions
Arrests and Convictions: When a Job Applicant or an Actual Employee is Accused or
Convicted in a Criminal Process.
Reynaldo A. Quintana Latorre, Esq.
Baerga & Quintana LLC
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Room: Culebra
Session’s Summary
The session will begin with a discussion of the applicable law regarding pre-employment inquiries
of applicant’s criminal record. The risk of a discrimination allegation when considering an
employment’s application of a person with a criminal record will also be addressed. The main goal
of the session is to discuss the legal implications of dealing with the criminal accusation of an
actual employee and to consider the available alternatives to avoid liabilities under the law.
¹ 2:30 - 4:00 pm
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How Corporations Can Manage Increase in Health Care Costs in Order to Surf the
Wave
Noel Vargas
Aon
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Room: Icaco
Session’s Summary
Another year with new legislation, economic contraction and a potential cost increase in health
insurance of double digits are just a few of the challenges that companies are facing today. To
move out of this spiraling cost trend companies must assess new and innovative solutions if they
want to keep the business and offer basic benefits to their employees.
¹ 2:30 - 4:00 pm
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A Program Validation: Critical Steps for Achieving Business Alignment
Andria M. Salvá, PhD
EU^Quest Talent Consulting
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Room: Vieques
Session’s Summary
A strategic approach as an OD interventionist demands the validation of technical training and
selection programs to ensure alignment with business objectives, role descriptions, legal
compliance, performance objectives, training content and measurement tools. In this session, the
essential steps for performing this alignment are presented and discussed based on a case study
along a take-away guide. Emphasis is given to the HR systemic and critical thinking from design of
the project to the execution phase.
¹ 2:30 - 4:00 pm
Motivation: How to Increase your Personal Power, your Infinite Passport
Awilda González
Brenda Marrero & Associates (BMA Group)
Room: Palmas
Session’s Summary
An organization with highly motivated people usually achieves business objectives with greater
satisfaction. For this session we will use Situational Leadership Model illustrating Kenneth
Blanchard. This session will show participants how to raise motivation and responsibility level of
motivation.
¹ 2:30 - 4:00 pm
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Emotional Vampires in your Workplace: Combat and Neutralize them Using Your
Supervisors’ Personal Credibility Factor
Yldefonso López Morales, Esq.
O’Neill & Borges LLC
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Room: Palominito
Session’s Summary
This session is a continuation of the successful seminar offered by the undersigned SHRM PR’s
2012 Conference: “The Toxic Employee”. In the same, we will resume our discussion for
employees that challenge your patience, “suck your energy” and are entirely toxic to your
workplace productivity. We will also discuss the supervisors’ personal credibility factor and how
this simple but constantly overlooked weapon will effectively neutralize the contaminating effects
of the emotional vampires at the workplace.
¹ 4:00 pm - 5:30 pm
​Plenary Conference
Enjoy the Ride
Steve Gilliland
This session will have simultaneous translation to Spanish
Room: Grand Atlantic 3
Session’s Summary
Steve’s recognized by his peers as a master storytelling and brilliant comedian. A blueprint for
getting the most out of life, Enjoy The Ride is a hilarious and brilliantly conceived keynote that
causes people to examine where they are personally and professionally. It lifts people up and
inspires them to evolve and appreciate, rather than simply maintain and exist. The key points in this
presentation: Check your passion; Cure your destination disease & Refocus attention.
¹ 5:30-6:30 pm
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Social Activity:
Exhibitors Networking & Activities
¹ 8:30pm - 1:00am
Social Activity:
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Gala Dinner
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​Themed Reception: Le Cirque
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​ ponsored by:
S
Exhibitors Area
Grand Atlantic
Ballroom 1 & 2
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Entertainment: Andy Montañez y su Orquesta / Cuenta Regresiva
Big Band
Fourth Day: Saturday September 20, 2014
¹ 8:00 am – 9:00 am
¹ 9:00 am –10:30 md
​Breakfast
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​Plenary Conference
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​Atlantic Ballroom Foyer
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​G rand Atlantic
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Ballroom 3
State of Compensation, Benefits and Engagement in the Current Economic
Environment: An Update on Best Practices and Trends for 2014
Octavio Rodriguez
AON Hewitt
Gustavo Vélez
Inteligencia Económica Puerto Rico
Moderator:
Wanda Goyco, Esq.
SHRM-PR
Session’s Summary
SHRM PR conducts a study in collaboration with AON to gather the latest practices in
Compensation, Benefits and Engagement practices to provide you with updated information to
examine HR trends in the workplace. This is our 3rd edition. This year, Gustavo Velez, wellknown economist in Puerto Rico, provides his views in the economy and Octavio González
(AON) provides commentaries on how the economic situation impacts Human Resources.
¹ 10:30 am –12:00 md
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​Plenary Conference
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​G rand Atlantic
Ballroom 3
The Perfect Storm: 2014 Agenda of the Equal Employment Opportunity
Commission, the National Labor Relations Board and the U.S. Secretary of Labor
Alfredo Hopgood, Esq
McConnel Valdés LLC
Session’s Summary
Alfredo Hopgood, Esq. (McConnel Valdés LLC) will introduce the following topics in a perfect
storm scenario:
• EEOC:
o Elimination of hiring barriers
o Challenges to settlement agreements and releases
o Sexual orientation and sexual identity covered under "sexual stereotype"
• NLRB:
o Expedited elections
o Changes to the "persuader rule"
o Micro bargaining units
• U.S. Secretary of Labor:
o The end of the definitions of exempt employees as we know them
o Federal minimum wage increase
¹ 12:00 pm -4:00 pm
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​Social Activity:
Themed Hawaiian Luau
Sponsored By:
Entertainment: DJ Emil Cedeño
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