nebraska
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nebraska
2 016 CO N F ER EN C E OMAHA PRO G R AM 70th Annual Conference Sunday, May 22 thru Wednesday, May 25, 2016 NE B R A SK A IIMC Celebrating 70 Years ★ IIMC 70th Annual Conference May 22-25, 2016 Omaha, NE International Institute of Municipal Clerks Professional, Personal Code of Ethics Believing in freedom throughout the World, allowing increased cooperation between public officials, and others, nationally and internationally, I MEMBERS NAME & TITLE EMPLOYER do hereby subscribe to the following principles and ethics which I affirm will govern my personal conduct as a member of IIMC: To uphold constitutional government and the laws of my community; To so conduct my public and private life as to be an example to my fellow citizens; To impart to my profession those standards of quality and integrity that the conduct of the affairs of my office shall be above reproach and to merit public confidence in our community; To be ever mindful of my neutrality and impartiality, rendering equal service to all and to extend the same treatment I wish to receive myself; To record that which is true and preserve that which is entrusted to me as if it were my own; and To strive constantly to improve the administration of the affairs of my office consistent with applicable laws and through sound management practices to produce continued progress and so fulfill my responsibilities to my community and others. These things I, as a member of IIMC, do pledge to do in the interest and purposes for which our government has been established. ___________________________________________ (member signature) This certificate granted by the authority of the International Institute of Municipal Clerks. ____________________________________________ IIMC President Attest: _________________________________________________ IIMC Executive Director Welcome to Omaha, Nebraska Welcome to Nebraska and congratulations on your 70th Annual International Institute of Municipal Clerks (IIMC) Conference. This gathering brings a global perspective to the work of Municipal Clerks around the world. While you are in Nebraska, I hope that you take the time to explore Omaha. From the Omaha Henry Doorly Zoo and Midtown Crossing to the SAC Air Museum and Mahoney State Park, the metro Omaha area is full of great, affordable destinations. Thank you for visiting Nebraska, and on behalf of all Nebraskans, we wish you a successful conference. Sincerely, Pete Ricketts Governor, State of Nebraska Pete Ricketts Governor Welcome to Omaha! We are pleased that you have selected our city for your 2016 conference, “Investing in Education”. The Municipal Clerk is every city’s “go to” person; responsible for recording the past, maintaining present day records and preparing for the future. Jean Stothert Here in Omaha, I have had the pleasure to work with City Clerk Buster Brown first as a memMayor ber of the Omaha City Council and now as Mayor. He is a tremendous asset to our City and an excellent steward of the public’s business. He sets the standard for members of the International Institute of Municipal Clerks. I can’t pass up the opportunity to thank Buster for his nearly 20 years of dedicated service as the City Clerk. Certainly a lot has changed in the last 20 years; it’s inevitable. The 2016 IIMC Annual Conference will help you manage change in government, social media and communications, and electronic records management. It will provide opportunities to enhance your leadership skills to effectively serve your community and citizens. One of the unique sessions will be “The Redevelopment of Revitalization of Historic Omaha.” We have many great success stories to share. This tour will highlight the results of many public-private partnerships that are changing the landscape of Omaha for our citizens and visitors. While you are in Omaha, I hope you are able to enjoy many of our attractions; the world famous Henry Doorly Zoo and Aquarium, the Joslyn Art Museum, Durham Western Heritage Museum, the Bob Kerry Pedestrian Bridge, Lauritzen Gardens and the Old Market. I hope you enjoy your conference and invite you to visit us again. Sincerely, Jean Stothert Mayor, City of Omaha Welcome to Omaha, NE - 1 - 70th IIMC Annual Conference Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education President's Welcome… Monica Martinez Simmons, MMC IIMC President Tie Dye Tuesday is sure to get you in the groove for the evening’s All ‘70s All Conference event; and, finally, don’t miss a memorable evening with your colleagues during our Closing Banquet. Welcome to the 70th Annual Conference of the International Institute of Municipal Clerks! Beautiful Omaha provides the perfect backdrop for our extraordinary program and IIMC’s incredible milestone anniversary. As we celebrate our 70year journey advancing education and the public office of the Municipal Clerk, consider the individual and collective contributions made possible by our diverse membership and our association with one another. Indeed, IIMC is a world-class organization of which we can all be proud. Our 2016 Host Committee has pulled out all the stops, so prepare yourself to fully invest in an educational experience like no other with colleagues from across the United States, nine Canadian provinces, and 15 other countries. Investing in Education is a fitting conference theme that truly runs parallel to our spectacular conference city. The largest city in Nebraska, Omaha is the home to the headquarters of five Fortune 500 companies: packaged-food giant ConAgra Foods; the United States’ largest railroad operator, Union Pacific Corporation; insurance and financial firm, Mutual of Omaha; one of the world’s largest construction companies, Kiewit Corporation; and mega-conglomerate Berkshire Hathaway, headed by local investor Warren Buffett. • Advance our public office by exchanging ideas and best practices with colleagues. As public officers serving communities across the world, we face common opportunities and challenges. When we commit to work together, our impact is powerful. Together, let’s take advantage of this incomparable opportunity. Throughout the week, make sure to explore the Exhibit Hall and introduce yourself to our wonderful Sponsors and vendors. They create the perfect setting for delegates to learn about emerging trends and latest products that support and streamline our work. Join me in extending an enthusiastic welcome to our new vendors and expressing gratitude to our longstanding IIMC exhibitors. These companies make it possible for IIMC to host a world-class conference event. Throughout the conference, take advantage of every opportunity to invest both personally and professionally… The Municipal Clerks Education Foundation (MCEF) will provide Delegates a number of opportunities to invest and pay it forward while in Omaha. Whether the Silent Auction in the Exhibit Hall or the Hawaii fundraiser, be sure to connect with an MCEF Board member. All fundraising proceeds are dedicated to the education of Municipal Clerks, and we are deeply grateful for the 32-year partnership between MCEF and IIMC. More than $2 million has been raised by MCEF in support of IIMC’s education programming and member scholarships. Thank you, MCEF! • Capitalize on the diverse programming and engage in the education-rich experience every way possible. With four Athenian dialogues, eight Academy Sessions, two General Sessions, and 35 Concurrent Sessions, you have exceptional options from which to choose. We have come to a remarkable stage in our history. We can proudly reflect on every year, every decade, and every member… each has made IIMC the Organization it is today. There is no doubt our greatest strength is represented by our global presence and the collective leadership of our membership. • Participate in a variety of enjoyable networking events that provide you an enjoyable opportunity to connect with colleagues. Join us for Sunday’s Welcome Reception and Monday morning’s Opening Ceremony, an inspiring commencement of our 70th conference anniversary. On behalf of your Board of Directors and dedicated IIMC staff, we welcome you to Omaha and look forward to greeting you personally. Until then, take advantage of this remarkable opportunity… Invest in Education… Invest in You! ★ 70 years sure looks good on you, IIMC! Monica Martinez Simmons, MMC IIMC President IIMC 70th Annual Conference May 22-25, 2016 Omaha, NE 2 IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education IIMC Board of Directors PRESIDENT ELECT PRESIDENT Monica Martinez Simmons, MMC City Clerk Seattle, WA Vincent Buttiglieri, MMC Municipal Clerk Township of Ocean, NJ VICE PRESIDENT IMMEDIATE PAST PRESIDENT Mary Kayser, MMC Brenda Kay Young, MMC City Secretary Fort Worth, TX Nashville, IN Town Clerk/Treasurer Directors - 2016 Expiration Kimberley A. Rau, MMC Clerk to the City Council Nancy Vincent, MMC City Clerk Warwick, RI Laurel, MD Lynnette Ogden, MMC Town Clerk/Treasurer Millport, AL Thornton, CO Region I Region II Region III Region VIII Julie Coelho, CMC City Clerk Lanaii Y. Benne, MMC Assistant City Recorder Alice Attwood, MMC City Clerk/Treasurer Tonasket, WA North Vancouver, BC, Canada Region V Region IX Region X Franklin, TN Karla Graham, MMC City Clerk Nebraska’s nickname used to be the “Tree Planter’s State,” but was changed in 1945 to the “Cornhusker State.” IIMC Celebrating 70 Years 3 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education 2016 IIMC Sponsors Directors - 2017 Expiration IIMC thanks the following sponsors for their contribution toward the 70th Annual Conference PREMIER LEVEL Andrew Pavlica, MMC City Clerk/Deputy City Manager Garfield, NJ Mary Ann Hess, MMC City Clerk/Finance Director Laurel, MS Long Beach, CA PREMIER LEVEL Region IV Region II Tallahassee, FL EMERALD LEVEL Cincinnati, OH EMERALD LEVEL Anne B. Uecker, MMC City Clerk/Treasurer Denise R. Chisum, MMC City Clerk Region VI Region VII St. Francis, WI Lee’s Summit, MO Rochester, NY EMERALD LEVEL Denver, CO EMERALD LEVEL Bruce Poole, MMC Parish Clerk Debi A. Wilcox Regional Clerk Somerset, United Kingdom Durham, Ontario, Canada Region XI Region X Westlake, OH EMERALD LEVEL ★ Orem, UT IIMC 70th Annual Conference May 22-25, 2016 Omaha, NE 4 IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Directors - 2018 Expiration In Appreciation The 70th Annual Conference would not be possible without the support, efforts and contributions of IIMC members and sponsors. IIMC thanks them and to all the volunteers who have given generously of their time to help make this a successful conference. The 2016 Conference Host Committee Representatives are: Host Committee: Carol L. Anderson, CMC Assistant City Clerk Torrington, CT Lisa B. Vierling, MMC City Clerk High Point, NC Region I Region III Diane Whitbey, MMC City Clerk/Collector Mary Johnston, MMC Clerk of Council/Records Manager Region IV Region V Buster Brown, CMC, Host Clerk, Omaha Kellie Crowell, CMC, Board President, Ravenna LeAnn Doak, CMC, McCook Kathleen Gottsch, CMC, Springfield Raquel Felzien, Franklin Kelly Oelke, CMC, Hickman Brenda Wheeler, CMC, Blair Beth Deck, MMC, Norfolk Pam Buethe, CMC, La Vista Sue Murray-Lee, MMC, South Sioux City North Little Rock, AR Westerville, OH Wendy McKain, MMC, Trenton Lanette Doane, CMC, Ansley RaNae Edwards, MMC, Grand Island Linda Jensen, MMC, Central City Others: Three River’s Clerk’s Association Southern Seven Clerks Association Southeast Clerks Association Nebraska Heartland Clerks Association Pam DeMouth, CMC City Clerk Brian “Petie” Ruch, MMC City Clerk/Collector Ankeny, IA Beardstown, IL Region VI Region VII Tracy L. Davis, MMC City Recorder Jaap Paans, MMC Mayor/Griffer Northeast Nebraska Clerks Association University of Nebraska at Omaha University of Nebraska at Omaha, School of Public Administration DA Davidson & Co, Omaha Amertias NMPP Energy Keizer, OR Alblasserdam, The Netherlands Region IX Region XI IIMC Celebrating 70 Years 5 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education General Information BADGES You are required to wear your NAME BADGE at all times. BADGES are needed to enter Conference Education Sessions, Exhibit Hall, attend meal functions, and evening receptions and other Conference events. A TICKET IS REQUIRED for the Annual Banquet. SCANNING IIMC’s Board of Directors approved to confer a maximum of eight (8) Education points for each Conference Delegate, providing that each Delegate attends all required Education sessions during the Conference week. To accomplish this, the Board also approved the implementation of a scanning system that will scan each Delegate’s badge prior to each session during the Conference. Scanning will ensure that Delegates receive an accurate account of Education Points based on their attendance. To receive credit for attendance, Delegates (including volunteers) will have to scan into all Conference Sessions; Academies, General Sessions, Athenian Leadership Dialogues and Concurrent Education Sessions. See Back Cover of this Program for more information. CONSENT TO USE PHOTOGRAPHIC IMAGES Registration and attendance at the IIMC Annual Conference sessions, meetings, events and other activities constitutes an agreement by the registrant (Delegate/guest) to IIMC to use and distribute (both now and in the future) the registrant’s or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities. EXTEND A HELPING HAND Our members are known for their hospitality. IIMC wants to extend a special warm welcome to FIRST-TIME Conference Delegates. An asterisk (*) by the name, and a FIRST-TIME RIBBON on Delegates’ badges indicate this is their FIRST IIMC Conference. Please welcome these Delegates and help make their Conference a memorable one. CONFERENCE REGISTRATION AND IIMC INFORMATION • IIMC REGISTRATION – CenturyLink Convention Center Pre-function Area – Level 2 • CASHIER’S OFFICE - CenturyLink Convention Center Pre-function Area – Level 2 • MCEF Office – CenturyLink Convention Center Meeting Room 105 – street level Delegates can register for the Conference and obtain information about IIMC Programs and Events from the IIMC Registration Counter. Registration/Cashier Hours* Saturday ............................... May 21 Sunday .................................. May 22 Monday ................................ May 23 Tuesday ................................ May 24 Wednesday........................... May 25 – 7:00 a.m. -6:00 p.m. – 7:00 a.m. - 7:00 p.m. – 6:00 a.m. - 5:30 p.m. – 7:30 a.m. - 5:30 p.m. – 1 0:00 a.m. -3:00 p.m. Cashier’s Office Hours Wednesday, May 25 – 9:30 a.m. – 5:00 p.m. *IIMC Registration and Cashier’s Office will remain open during lunch. Registration/Conference APP/Wi-Fi Sponsor: MUNICIPAL CODE CORPORATION REGISTRATION FEES Registration fees for Delegates and Guests are “Packaged.” The Package includes many items of general interest. If a Delegate or Guest has registered for the full Conference and decides to skip an event, IIMC cannot refund for the missed event or for any event missed by late arrivals or early departures. You cannot give or transfer your badge to another Delegate or guest if you skip an event. TICKETS Single day and Individual event tickets are available for purchase through the IIMC Cashier’s Office. REFUNDS IIMC Headquarters processes refunds within 30 days AFTER the Conference. Cash refunds ARE NOT available in Omaha, NE. ALL-CONFERENCE EVENT – IIMC Celebrates Its 70th Anniversary with a ‘70s Theme Party That’s right, if you were glued to the TV watching “The Brady Bunch,” “All in the Family,” and “American Bandstand,” and you were reading “Tiger Beat,” “16,” and “Creem,” while you were wearing bell bottom Levi’s, Lees and Wranglers, pull up a bean bag on the shag rug, crank up the lava lamp and stick around. Or, if you traded in your bell-bottoms for that nice leisure suit, platform shoes and a few dozen gold chains around your neck, IIMC will have something for you, too. And, ladies, time to bring back the shag hairdo, the Farrah Fawcet look, the BeeGees, KC and the Sunshine Band, and strobe lights. IIMC’s 2016 All Conference Event will feature a 1970s theme and will be held in the CenturyLink Convention Center. The evening will feature live music from both the era, a costume contest, sumptuous fare, and dancing all in ‘70s style ambiance IIMC Sponsor - Onbase by Hyland – will be giving away ONE Complimentary Registration for the 2017 Conference in Montreal, Canada – for best costume. 6 IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education General Information (continued) PHOTOGRAPHY Photographs of Conference Delegates and events will be available for viewing and purchasing via IIMC’s web site. There will be plenty of time to enjoy your meal and mingle with the Exhibitors. Also, don’t forget to support your Foundation at the MCEF Silent Auction in the Exhibit Hall. EXHIBIT HALL – CenturyLink Convention Center – Exhibit Hall C ANNUAL BANQUET The Omaha Host Committee wants to send you home wanting more of this Conference and Omaha. It’s a great way to wrap up an exciting week of education and networking. The IIMC Exhibit Hall officially opens its doors on Sunday, May 22 with the Grand Opening/Lunch Buffet scheduled for Monday, May 23. IIMC encourages you to work the Hall, get to know the Exhibitors and Sponsors and learn about the diverse government products and services available to the Municipal Clerk’s Office. Refreshment breaks will be available in the Hall while it’s open. You may win a door prize. Remember, WINNERS NEED TO BE PRESENT. Here are other events in the Hall: CONSENT TO USE OF PHOTOGRAPHIC IMAGES • Sunday, May 22 — Exhibit Hall opens: 1:30 p.m. – 5:00 p.m. • Sunday evening’s Opening Reception in Exhibit Hall – 8:00 – 10:00 p.m. • Monday, May 23 — Grand Opening at 10:00 a.m. 5 p.m. & Lunch – 11:30 a.m. – 12:45 p.m. • Tuesday, May 24 — Exhibit hall - 8:00 a.m. –3:00 p.m. Lunch 12:30 p.m. – 2:00 p.m. Registration and attendance at the IIMC Annual Conference sessions, meetings, events and other activities constitutes an agreement by the registrant (Delegate/guest) and to IIMC to use and distribute (both now and in the future) the registrant’s or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities. IIMC Committee Chairs 2015–2016 IIMC Committee BUDGET & PLANNING Phillip J. Campbell, MMC Asst. to County Exec./Clerk to Board Prince William County, VA CONFERENCE Roxanne L. Schneider, MMC City Clerk Dysart, IA CONSTITUTION TASK FORCE Bernice Dixon, CMC Town Clerk Vernon, CT EDUCATION & PROFESSIONAL DEVELOPMENT Camilla G. Pitman, MMC City Clerk Greenville, SC ELECTIONS Amanda McCrory, CMC POLICY REVIEW Shawn Cullinane, MMC City Secretary Burleson , TX Village Clerk/Treasurer Lindenhurst, NY INTERNATIONAL RELATIONS Susan M. Domen, MMC PROGRAM REVIEW/CERTIFICATION Kittie L. Kopitke, MMC City Clerk Lake Elsinore, CA Village Clerk/Collector Streamwood, IL LEGISLATIVE Debra A. Mangen, MMC PUBLIC RELATIONS/MARKETING Lee Woodward, MMC City Secretary City Clerk Edina, MN MEMBERSHIP Lori McWilliams, MMC Village Clerk Tequesta, FL Huntsville, TX RECORDS MANAGEMENT Janette Goodall, CMC City Clerk Austin, TX MENTORING Karen F. Goodwin, MMC RESEARCH & RESOURCE Gail E. Pomroy, MMC City Clerk Florissant, MO Acting Chief Administrative Officer Conception Bay South, Canada IIMC Celebrating 70 Years 7 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Quill Award Winners The following is a list of every Quill recipient since the Award’s inception in 1987. 1987 Eleanor Rohrbach, CMC, Des Plaines, IL Earl Roberts, CMC, North York, Ontario Henrietta Marjan, CMC, Palos Heights, IL Frank W. German, MMC, Tinley Park, IL Johnny C. Fowler, CMC, Athens, GA Mildred C. Vance, CMC, Parsons, KS Frank D’Ascensio, CMC, Newark, NJ Dorothy Outwater, CMC, Alhambra, CA Lyall A. Schwarzkopf, CMC, Minneapolis, MN 1988 Edythe Campbell, CMC, Berkeley, CA Wilfred A. Coulson, CMC, Brantford, Ontario Glendene Goucher, CMC, Clinton, OK Kathryn W. Johnson, CMC, LexingtonFayette Urban County, KY Janet L. Lynds, CMC, Woodridge, NJ Tom McLean, Papakura, New Zealand Elizabeth G. Nolan, CMC, East Windsor Township, NJ Jean Packard, CMC, Brooklyn, WI Henry L. Paquin, CMC, Pawtucket, RI Jean Rogers, CMC, Lakewood, CO Marguerite Strange, CMC, Leavenworth, KS Ronald B. Tweed, Portsmouth, England Mary Thiel Wetterer, CMC, Bal Harbour, FL 1989 Dolores G. Pollard, CMC, Meriden, CT Branson Gayler, CMC, Rome, GA Betty Backes, CMC, Coon Rapids, MN Ivan L. Waite, CMC, Kansas City, MO Natividad “Tiva” Sanchez, CMC, McAllen, TX Gladys Blennerhassett, CMC, Halifax, Nova Scotia 1990 Rosemary Coughlin, MMC, Sterling, IL Larry M. Dingle, CMC, Atlanta, GA Walter L. Ferguson, CMC, Scottsbluff, NE Wilma J. Thomas, CMC, Wichita Falls, TX Colonel Tyron Earl Tisdale, CMC, Auburn, AL Edward Tomkiel, CMC, Manchester, CT Elaine M. Wallace, CMC, Delaware Township, NJ 1991 Norma Caldwell, CMC, Hazelwood, MO A.G. “Tony” Davenport, CMC, Weatherford, OK Nelda M. Donahue, CMC, Casa Grande, AZ Ellen B. Mooney, CMC, Hinsdale, IL Mida Neff, CMC, Springdale, AR Ruth Hodges Smith, MMC, Virginia Beach, VA Suzanne Withers, CMC, Rehoboth, MA 8 1992 2003 Janet Cason, CMC, Naples, FL Lorraine Chausee, CMC, Loves Park, IL Kathleen A. Thorpe, MMC, South Brunswick, NJ Alice M. Church, CMC, Garland, TX Charles W. Gress, CMC, Wyoming, MI Elizabeth H. Kiss, MMC, East Brunswick, NJ Nancy C. Nichols, CMC, Edmond, OK Linda S. Wanat, MMC, Montclair, NJ Dyanne C. Reese, MMC, Savannah, GA Mary Lynne Stratta, MMC, Bryan, TX 1993 Barbara A. Dunaway, CMC, Goodyear, AZ Susan A. Lamblack, MMC, Newark, DE Marian K. Karr, MMC, Iowa City, IA 2004 Elizabeth West Fortner, MMC, Clinton, NC Donna McAllister, MMC, Des Plaines, IL 2005 1994 Marilyn McLaughlin, MMC, Centerville, OH Pamyla Means, MMC, Napa, CA Norma Rodriguez, CMC, San Antonio, TX Janet Vaught, MMC, Carbondale, IL Gertrude “Trudy” Hill, CMC, Whittier, CA Marianne Edwards, CMC, Normal, IL Mary Lou Todd, MMC, Garner, NC Larry Paul Godin, MMC, Medicine Hat, Alberta, Canada 2006 1995 2007 Carlos Cuevas, CMC, New York City, NY Linda Medlock, MMC, Saint Charles, MO Deloris McKenzie, CMC, Friendswood, TX 1996 Patricia McCoy, MMC, Poultney, VT Tom Roberts, CMC, Kansas City, KS Joann Tilton, MMC, Manteca, CA Nancy Vincent, MMC, Thornton, CO Thomas O’Connor, CMC, New South Wales, Australia Anita Carlton, MMC, Galesburg, IL Bruce Lowrey, MMC, Independence, MO Connie Schmidt, CMC, Johnson County, KS L. Ranette Larsen, MMC, Garland, TX 2008 1997 2009 Jean M. Bailey, CMC, Rocky Mount, NC Donna Boetel-Baker, CMC, Des Moines, IA Mary Haynes, MMC, Peoria, IL Martha “Marty” A. Hendrix, MMC, Lewisville, TX Brenda M. Cirtin, MMC, Springfield, MO Pamela Smith, MMC, Sanibel, FL 1998 2011 Marlene Williams, MMC, Skokie, IL William Goering, Ph.D., CMC, McPherson, KS Alyce Deering, MMC, Hurst, TX 1999 Patricia Burch, MMC, Whitesville, KY Connie M. Deford, CMC, Bay City, MI D. Brenda Caldwell, Gorham, ME 2010 Phillip J. Campbell, MMC, Prince William County, VA Bernie White, MMC, Sydney, Nova Scotia, Canada 2012 Kathryn M. Young, CMC, Colorado Springs, CO 2013 Gail Busbey, MMC, Decatur, AL Charles Tokar, MMC, Chicago Ridge, IL 2000 2014 Beverly Brown, MMC, Shelton, CT Jan Guy, CMC, Santa Ana, CA No Winner 2001 2015 Jerry Lovett-Sperling, MMC, Lindstrom, KS Marilyn Swing, MMC, Nashville/Davidson County, TN James Villiesse, CMC, New London, WI 2002 Betty W. Henneman, MMC, Park Ridge, IL Colleen J. Nicol, MMC, Riverside, CA Glenda Waldrop Sansosti, MMC, Brevard NC IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education IIMC Past Presidents 1945-57 Arthur J. Shinners, Brookline, MA 1994-95 Muriel W. Rickard, CMC, Deerfield Beach, FL 1957-59 Joseph L. Richardson, Atlanta, GA 1995-96 Tom G. Roberts, CMC, Kansas City, KS 1959-61 Marie K. Filarski, Kalamazoo, MI 1996-97 J.W. (Jack) Copland, CMC, View Royal, B.C. 1961-63 Harold G. Shank, CMC, Dallas, TX 1997-98 Linda S. Murphy, MMC, Soldotna, AK 1963-64 Harry K. Gallagher, Plaquemine LA 1998-99 Vicky Miel, MMC, Phoenix, AZ 1964-65 George B. Wellman, CMC, Watertown, MA 1999-2000 Mary Lou Todd, MMC, Garner, NC 1965-66 Robert I. Rafford, CMC, Harsbrouck Hts, NJ 2000-2001 Susan A. Lamblack, MMC, Newark, DE 1966 Carl R. Atkins, Fort Smith, AR 2001-2002 Ranette Larsen, MMC, Garland, TX 1966-68 Jo Bennitt, CMC, Lakewood, CA 2002-2003 Pierre Pagé, CMC, Ottawa, ONT. 1968-69 John C. Marcin, CMC, Chicago, IL 2003-2004 Jean Bailey, MMC, Rocky Mount, NC 1969-70 Joseph T. Carney, CMC, Englewood, NJ 2004-2005 Elizabeth Kiss, MMC, East Brunswick, NJ 1970-71 James T. Garrard, CMC, Beaumont, TX 2005-2006 Susan L. Morrow, MMC, Belmont, MI 1971-72 Jon B. Adamac, CMC, Winsor, ONT. 2006-2007 Marcella O’Connor, MMC, Uralla Shire, Aus. 1972-73 W. Dudley Birmingham, CMC, Wethersfield, CT 2007-2008 Charles Tokar, MMC, Chicago Ridge, IL 1973-74 Fernando J. Serafini, Denver, CO. 2008-2009 Dyanne Reese, MMC, Savannah, GA 1974-75 Kenneth K. Lybolt, CMC, Midland, MI 2009-2010 Mary Lynne Stratta, MMC, Bryan, TX 1975 Jake H. Inselmann, CMC, San Antonio, TX 2010-2011 Sharon Cassler, MMC, Cambridge, OH 1975-77 Joseph V. Valenti, CMC, Woodbridge, NJ 2011-2012 Colleen Nicol, MMC, Riverside, CA 1977-78 Donna Culbertson, CMC, Phoenix, AZ 2012-2013 Brenda Cirtin, MMC, Springfield, MO 1978-79 Rex E. Layton, CMC, Los Angeles, CA 2013-2014 Marc Lemoine, MMC, Winnipeg, Canada 1979-80 Louis S. Hudgins, CMC, Norfolk, VA 2015-2016 Brenda Kay Young, MMC, Nashville, IN 1980-81 Robert W. Pritchard, CMC, Kitchener, ONT. 1981-82 Charles N. Enes, CMC, South Windsor, CT 1982-83 Thomas M. Redanauer, CMC, Barrington, NJ 1983-84 Lyall A. Schwarzkopf, CMC, Minneapolis, MN 1984-85 Iola S. Stone, CMC, Elberton, GA 1985-86 Dorothy Soderblom, CMC, Hays, KS 1986-87 Helen Kawagoe, MMC, Carson, CA 1987-88 Jack J. Poots, CMC, Scarborough, ONT. 1988-89 Margaret Griffith, CMC, Lima, OH 1989-90 Terry S. Tripp, MMC, Gonzales, LA 1990-91 Margery Price, CMC, Kennewick, WA 1991-92 W. Douglas Armstrong, CMC, Peterborough County, ONT. 1992-93 Christina Wilder, CMC, Hamilton Tnp., NJ 1993-94 Norma S. Rodriguez, CMC, San Antonio, TX IIMC Celebrating 70 Years CenturyLink Center 9 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Conference Overview SATURDAY, MAY 21, 2016 IIMC Board of Directors Meeting................................................... 8:00 am Advanced Academy Session......................................................... 8:00 a.m. • Social Media 201: You’re Social – Now What? • Strategic Planning for the Municipal Clerk’s Office Athenian Leadership Dialogue......................................................8:00 a.m. • Lean In: Women, Work and the Will to Lead Athenian Leadership Dialogue......................................................9:00 a.m. • The Fox and The Whirlwind Advanced Academy Session......................................................... 1:30 p.m. • Conflict Resolution in the Workplace • A Profession in Transition SUNDAY, MAY 22, 2016 Advanced Academy Session........................................................ 8:00 a.m. • Parks and Recreation: Clips and Tips for Municipal Clerks • Human Resources Personal Liability: How to Protect Yourself Athenian Leadership Dialogue...................................................... 8:00 a.m. • Mandela’s Way: 15 Lessons on Life, Love and Courage • An American Original: Walt Disney Institute Directors Colloquium.......................................................9:00 a.m. Advanced Academy Session..........................................................1:30 p.m. • Great Leaders GROW: Becoming a Leader for Life • All Stressed Up and Nowhere to Blow! Exhibit Hall Opens/MCEF Silent Auction..................................... 1:30 p.m. Refreshment Break with Exhibitors.............................................. 3:15 p.m. State/Provincial/National Association Presidents Roundtable...............................................................3:45 p.m. Committee Leadership Orientation............................................. 4:15 p.m. Scanning Meeting for Volunteers.................................................5:00 p.m. First Time Delegate Orientation Meet and Greet.......................6:00 p.m. President’s Opening Reception.....................................................8:00 p.m. MONDAY, MAY 23, 2016 Continental Breakfast..................................................................... 7:00 a.m. Opening Ceremony........................................................................ 8:00 a.m. Refreshment Break with Exhibitors............................................ 10:00 a.m. IIMC Region Meetings.................................................................. 10:30 a.m. Institute Directors Meeting.......................................................... 11:30 a.m. LUNCH WITH EXHIBITORS.......................................................... 11:30 a.m. General Session..............................................................................1:00 p.m. • The Struggle is Real Refreshment Break with Exhibitors.............................................. 2:30 p.m. Concurrent Education Sessions....................................................3:00 p.m. • Change Doesn’t Have to Be a Four-Letter Word • Body Language Confidential • Mind the Bridges: When Generations Collide • Mastering the Media • Shortening the Distance: How Storytelling Can Make You a Better Communicator TUESDAY, MAY 24, 2016 General Session.............................................................................. 8:00 a.m. • Stop Global Whining!: Get What You Want With What You’ve Got Refreshment Break with Exhibitors.............................................. 9:30 a.m. Concurrent Sessions..................................................................... 10:00 a.m. • International Idea Exchange • Investing in Education: What’s The Value of Your Attitude? • The Call for Transparency: Liability or Opportunity? • Codification: Successes, Challenges and Lessons Learned • The Moral Compass: Through the Eyes of the Beholder • Success Through Interlocal Partnership: • Solving Situations, Not Problems LUNCH WITH EXHIBITORS.......................................................... 12:30 p.m. Concurrent Sessions....................................................................... 2:15 p.m. • Homeland Security Investigations • Trust and Leadership: Building Credibility as a Leader Through Trust • Cybersecurity for Municipalities: Challenges and Strategies • Implementing a Document Management System • Relieving Overload: Living with Margin in Your Life • Lions, Tigers and Mayors Oh My • The Redevelopment and Revitalization of Historic Omaha All-Conference Event......................................................................7:00 p.m. WEDNESDAY MAY 25, 2016 IIMC Annual Business Meeting/ Delegate Breakfast..................................................................... 6:45 a.m. Concurrent Sessions....................................................................... 9:45 a.m. • Innovative Connections: Finding Your Municipal Clerk Groove • Public Expression • Transparency & Accessibility • Deceptively Simple, Surprisingly Complex • Managing Up: What Is It and Why Is Everyone Talking About It? • Understanding Your Community Culture • Alone Together: Communicating in the 21st Century • Warning: Acceptance of This Job May Enhance Your Career • Pilger, Nebraska: The Little Town Too Tough to Die 10 IIMC Celebrating 70 Years Continued on page 11 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Conference Overview (continued) LUNCH ON YOUR OWN.................................... 12:30 p.m. IIMC 2016/2017 BOARD OF DIRECTORS MEETING ...................................... 12:30 p.m. Concurrent Sessions....................................................................... 2:30 p.m. • In The Line of Duty • Technology Tools for Engaging Your Constituents • From Succession Planning to Succession Doing • The Future is Now: Demystifying “Born-Digital” Records • Open Data and the Municipal Clerk • Active Killers: The Cost of Waiting • Design and Deliver ANNUAL RECEPTION.....................................................................6:00 p.m. ANNUAL BANQUET........................................................................7:00 p.m. Education “Investing in Education” “Someone is sitting in the shade today because someone planted a tree a long time ago.” ~ Warren Buffett ~ Omaha, Nebraska is home to the most successful investor of the 20th Century and one of the most influential philanthropists in the world. Warren Buffett, known as the “Oracle of Omaha” knows a thing or two when it comes to investments and understands the importance and value of planting the right seeds. In 2016, IIMC will be offering eight MMC Academy Sessions, four Athenian Leadership Dialogues, two General Sessions and 35 Concurrent Education Sessions. During your four days in Omaha, you will be able to invest in inspiring professional development sessions, invaluable networking time and numerous opportunities to grow professionally. While you network with your peers from throughout the world, take advantage of their different backgrounds and perspectives, and exchange knowledge as easily as you exchange pins! As a community leader, you know that public service is changing rapidly; you can see it all around you. New skills are needed to keep pace with shifting job requirements, as well as updated knowledge of changing laws and modernized technology. Continuing education, as well as IIMC certification, can set a Clerk apart from those without the Designation. Education Intro Breaks The IIMC Board of Directors approved a new policy on September 22, 2015 allowing for a 10-minute break for each hours spent in class. Each IIMC education session, with the exception of the General Sessions will follow this format allowing plenty of time throughout the week to stretch your legs and return to the session ready for more. Breaks will be taken at the discretion of the presenter. • Scanning – See back cover. • Points – All sessions are rated at 1 point per 2 in-class contact hours. If a Delegate attends all of the Monday-Wednesday sessions, they can earn a total of 8 points (16 hours). The optional Academy and Athenian Dialogue sessions are also rated at 1 point per 2 in-class contact hours with a completed course assessment. • Transcripts – IIMC will email conference transcripts to each Delegate after the conference. • NAGARA Credits – Sessions marked with an (N) have been approved for NAGARA’s Local Government Archives and Records Administration Certificate. Continuing the momentum from the 2015 IIMC Annual Conference, all sessions are designed to be interactive and allow the opportunity to learn from your colleagues. All rooms will be set in rounds to allow for small group activities and idea exchanges. This format is guaranteed to keep you engaged and will reinforce the knowledge you will sure to be gaining. IIMC Celebrating 70 Years 11 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Annual Conferences and Host Clerks 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 12 French Lick, IN Atlantic City, NJ Chicago, IL - Ludwig Schreiber Covington, KY - George F. Vieth Boston, MA - Walter J. Malloy Dallas, TX - Harold G. Shank, CMC Omaha, NE - M.J. Dineen, Jr. Detroit, MI - Thomas D. Leadbetter Chicago, IL - John C. Marcin, CMC New Orleans, LA - Michael H. Foto Long Beach, CA - Margaret L. Moore Toronto, Ontario - George A. Weale Miami, FL - Frank L. Correll St. Paul, MN - Joseph R. Okeneski New York, NY - Herman Katz San Francisco, CA - Robert J. Dolan Columbus, OH - Gordon F. Serrott New Orleans, LA - Roger L. Sarrat, CMC Denver, CO - F.J. Serafini New York, NY - Herman Katz Los Angeles, CA - Walter C. Thiel Miami Beach, FL - Ruth Rouleau St. Louis, MO - Grace Heneck Atlantic City, NJ - Adelaide Deane San Antonio, TX - Jake H. Inselmann, CMC Calgary, Alberta - Harry Sales Phoenix, AZ - Donna Culbertson, CMC Norfolk, VA - Louis S. Hudgins, CMC Denver, CO - F.J. Serafini Honolulu, HA - Eileen K. Lota Kansas City, MO - E. Richard Brenneman New York, NY - David N. Dinkins Bal Harbour, FL - Mary T. Wetterer, CMC Toronto, Ontario - Roy V. Henderson Atlanta, GA - Larry M. Dingle, CMC Phoenix, AZ - Donna Culbertson, CMC Minneapolis, MN - Lyall A. Schwarzkopf, CMC San Diego, CA - Charles G. Abdelnour, CMC Banff, Alberta - Joyce Woodward (Calgary) Boston, MA - John P. Campbell, CMC Fort Worth, TX - Ruth Howard, CMC Spokane, WA - Marilyn J. Montgomery, CMC Halifax, Nova Scotia - Edward A. Kerr, CMC 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Little Rock, AR - Jane Czech, CMC Grand Rapids, MI - Sandra Wright, CMC Salt Lake City, UT - Kathryn Marshall, CMC Orlando, FL -- Fay Craig, CMC and Linda Davidson, CMC Anchorage, AK – LeJane Ferguson, CMC Louisville, KY – Cheri Hamilton, CMC Albuquerque, NM – Millie Santillanes Buffalo, NY – Charles Michaux, III, CMC Mobile, AL — Glenda Morgan, MMC Ottawa, Ontario, CAN -- Pierre Page, CMC Rotterdam, The Netherlands – Frans Mencke Kansas City, MO – Catherine T. Rocha, CMC San Antonio, TX – Norma Rodriguez, CMC Columbus, OH -- Angie Blevins, CMC Whistler, BC, CAN – Brenda Sims St. Paul, MN – Shari Moore, MMC Anaheim, CA – Sheryl Schroeder, MMC New Orleans, LA – Peggy Lewis, MMC Atlanta, GA – Rhonda Dauphin Johnson Chicago, IL – Miguel Del Valle Reno, NV – Monica Martinez Simmons, MMC Nashville, TN – Marilyn Swing, MMC Portland, OR – Denise Carey, MMC Atlantic City, NJ – Chris Wilder, CMC, Allan Susen, MMC Milwaukee, WI – Anne Uecker, MMC Hartford, CT – John Bazzano, Kate Wall, MMC Are You Certified? Sunday, May 22 – Tuesday, May 24, 2016 Have a question regarding the CMC program? MMC Program? Want to meet the voices behind the phone and emails? IIMC’s Education Department will be in the Exhibit Hall to answer your questions regarding these programs. Please do not bring your application and supporting documents to the conference for review. The Education Department will not be able to accept or review any documentation at the conference. IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Saturday, May 21, 2016 IIMC thanks the Municipal Clerks Education Foundation, and IIMC Sponsors for their contributions toward the Conference education program and speakers. Unless Otherwise noted, all Academies, Athenian Dialogues, Meetings, and IIMC Registration/Cashier are in the CenturyLink Convention Center -- level two. The Exhibit Hall is in Exhibit Hall C -- street level. IIMC Board of Directors Meeting 8:00 am – 5:00 pm Meeting Room 216 MCEF Board of Directors Meeting 8:00 am –Noon Meeting Room 214 Advanced Academy Session Meeting Room 210 8:00 a.m. - 12:00 p.m. Social Media 201: You’re Social – Now What? Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 30 registered delegates. Advanced Academy Session Meeting Room 211 8:00 a.m. - 12:00 p.m. Strategic Planning for the Municipal Clerk’s Office n Wendy Klock-Johnson, CMC n Marty Stanley, CSP Assistant City Clerk, Sacramento, CA Convener: Susan Renner, CMC, City Clerk, Andover, KS Scanner: Marilyn Sanders, City Clerk, Kansas City, MO Do you remember the days before Twitter? How on earth did we share small but important messages with our colleagues? With a Post-It note, perhaps? Back in those primitive, pre-Twitter times, a quick scribble on a Post-It note was a really fast and easy way to communicate with one or more people. You could even “pin” the Post-It note on their computer monitor to make sure that it was seen. Pinterest’s roots clearly began with the humble corkboard, while Facebook was born from the address book. Staring out of a window was the “YouTube” of our youth, a hashtag was a pound symbol and the Rolodex stepped quickly to one side once LinkedIn was launched. Social media, although a relatively recent phenomenon, is here to stay and can no longer be viewed as a trend or passing fancy. Exploring methods of communication through these channels is becoming a must for smart municipalities as our jurisdictional demographics continue to embrace all forms of social media. This session will be an intensive look at social media in governmental applications in which you will: • Discuss early social media through present day with real world experiences of great (and some not so great) examples of governmental implementations 14 • Discover quick start ideas for launching social media channels, and industry best practices • Learn tools to help implement new and improve your existing social media channels • Share your own municipality’s social media experiences Altering Outcomes, Kansas City, MO Convener: Amy Edwards, CMC, City Clerk, Platte City, MO Scanner: Ronni Harding, Clerk/Treasurer, Bartley, NE An old rule of thumb was that “for every hour spent in planning, you could save 3 in implementation.” In our complex world of technology, cross-functional overlap and regulatory compliance, a recent study showed that the planning of a project should take approximately 33% of the time required to complete a project and for every 1 hour spent planning, you will save 10 hours in implementation when there is effective strategic planning. Strategic Planning is used to set priorities, focus energy and resources, strengthen operations and ensure that employees and other stakeholders are working toward common goals. Effective strategic planning can articulate not only where the Municipal Clerk’s Office is going and the actions needed to make progress, but also how to define success for hard-tomeasure tasks. In this hands-on workshop, participants will begin to create their own departmental strategic plan by discovering: • The key components of an effective strategic plan • How to assess strengths and limitations • How to create objectives and set SMART goals • How to create a mission, vision and values statement for their department • Valuable tips for the implementation of your plan IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Saturday, May 21, 2016 (continued) • Ways to revisit and refine your existing strategic plan on a continual basis Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 30 registered delegates. Athenian Leadership Society Dialogue Meeting Room 208 8:00 a.m. - 3:00 p.m. Written with both humor and wisdom, Sandberg’s book is an inspiring call to action and a blueprint for individual growth. Lean In is destined to change the conversation from what women can’t do to what they can. Pre-registration (on-site registrations are not allowed) and payment of a $110.00 fee is required to attend this Athenian Leadership Society Dialogue. In order to receive points, each participant is required to complete a learning assessment. This dialogue is limited to 30 registered delegates. Lean In: Women, Work and the Will to Lead Athenian Leadership Society Dialogue by Sheryl Sandberg 9:00 a.m. - 4:00 p.m. Offsite Location: General George Crook Museum Ellen Freeman-Wakefield Institute Director, University of Nebraska At Omaha Omaha, NE Convener: Ashley Woods, City Clerk, Leoti, KS Scanner: Kittie Kopitke, MMC, Village Clerk/Collector, Streamwood, IL Thirty years after women became 50 percent of the college graduates in the United States, men still hold the vast majority of leadership positions in government and industry. This means that women’s voices are still not heard equally in the decisions that most affect our lives. In Lean In, Sheryl Sandberg examines why women’s progress in achieving leadership roles has stalled, explains the root causes, and offers compelling, commonsense solutions that can empower women to achieve their full potential. Sandberg is the chief operating officer of Facebook and is ranked on Fortune’s list of the 50 Most Powerful Women in Business and as one of Time’s 100 Most Influential People in the World. In 2010, she gave an electrifying TEDTalk in which she described how women unintentionally hold themselves back in their careers. Her talk, which became a phenomenon and has been viewed more than two million times, encouraged women to “sit at the table,” seek challenges, take risks, and pursue their goals with gusto. In Lean In, Sandberg digs deeper into these issues, combining personal anecdotes, hard data, and compelling research to cut through the layers of ambiguity and bias surrounding the lives and choices of working women. She recounts her own decisions, mistakes, and daily struggles to make the right choices for herself, her career, and her family. She provides practical advice on negotiation techniques, mentorship, and building a satisfying career, urging women to set boundaries and to abandon the myth of “having it all.” She describes specific steps women can take to combine professional achievement with personal fulfillment and demonstrates how men can benefit by supporting women in the workplace and at home. The Fox and The Whirlwind: General George Crook and Geronimo, a Paired Biography by Peter Aleshire Tami Kelly, MMC Clerk of Council, Grove City, OH Convener: Camilla Pitman, MMC, City Clerk, Greenville, SC Scanner: Tammy Legacy, MMC, Town Clerk, Roxbury, VT In this captivating dual biography, Peter Aleshire chronicles the lives and battles of two of America’s most famous warriors. General George Crook, the nation’s most successful Indian fighter, combined a paradoxical sympathy with a relentless antipathy, becoming both the Apache’s best friend and their worst enemy. Geronimo, an Apache shaman, made a religion of revenge and fought on long past hope and reason, ultimately becoming both the white’s most hated foe and a romanticized symbol of Indian resistance. Artfully constructed from their own words, as well as newspaper accounts and the firsthand recollections of those who fought with-and against-them, this is a compelling and uniquely evenhanded account of the intriguing men at the center of one of American history’s most definitive, longest-running strugglesthe infamous Apache Wars. Born to defend their respective cultures-and destined to destroy each other in the process-the vengeful, spiritually powerful Indian warrior and the remorseless, consummate professional officer are inextricably bound to each other in the fabric of our country, and in the hearts of their peoples. This dialogue will take place offsite at the award-wining, authentically restored home of General George Crook in Historic Omaha. The General Crook House Museum offers visitors a look into the lives of George and Mary Crook, and so much more. Built in 1879, the fort was home to the Crooks in the late 1800s as George served as commander of the Department of the IIMC Celebrating 70 Years 15 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Saturday, May 21, 2016 (continued) Platte. Transportation will be provided from the CenturyLink Center to and from the Museum. Pre-registration (on-site registrations are not allowed) and payment of a $110.00 fee is required to attend this Athenian Leadership Society Dialogue. In order to receive points, each participant is required to complete a learning assessment. This dialogue is limited to 24 registered delegates. 1:30 p.m. - 5:30 p.m. Conflict Resolution in the Workplace: What It Is Costing Your Organization and How to Resolve It n Joann Tilton, MMC Institute Director, Northwest Clerks Institute Washington State University, WA Convener: Melody Shuler, CMC, Town Clerk, Waxhaw, NC Scanner: Cindy Moran, CMC, City Clerk/Treasurer, Peru, NE Nearly 60% of all voluntary resignations stem from unresolved conflict in the workplace. With the recent “pinch” on the local government workforce, organizations can no longer afford to lose people for resolvable issues which may have been averted through open communication of realistic expectations. You will assess your own communication and conflict handling style and learn how to approach others with varying styles to better resolve conflict at the lowest possible level. You will walk away with a better understanding of the predictable path of conflict and a clear view of the 9 cost factors associated with unresolved conflict. During this session you will discuss: • Costs associated with unresolved conflict • A knowledge base (steps) for dealing with conflict • The “Nature” of conflict (the psychology of conflict) • How to remap your definition of conflict with a positive spin • Your personal conflict handling style mode and those of others • Your personal communication style and those of others Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 30 registered delegates. 1:30 p.m. - 5:30 p.m. A Profession in Transition: Lessons Learned from the City of Austin’s Electronic Records Management Strategy Implementation (N) City Clerk/Records Manager, Austin, TX n Robert Guz, CRM Records and Information Management Officer, Austin, TX Convener: Laura Hartman, City Clerk, Baldwin City, KS Scanner: Susan Renner, CMC, City Clerk, Andover, KS As a local government employee, you create, use, and manage information electronically in your daily work as you send e-mail, create spreadsheets, publish web pages, post to social media, manage databases, and create digitized materials. Because you are employed by a government agency, federal, state and local laws mandate that this information be treated as official government records. Your municipality already has a strategy to manage paper records but what about a plan to manage these electronic records? As the title states, records management is currently a profession in transition, largely due to the influence of electronic records and emerging technologies. Today, most municipal records are created digitally and stored on personal computers, network drives, messaging systems, personal devices, and in the cloud. While electronic records are valuable assets, without proper governance they can create numerous problems for records managers and custodians. In addition, records managers must work closely with information technology staff to understand how electronic records are created, stored, retrieved, preserved, and disposed of. Join the City of Austin’s Records Experts as they share their own electronic records management story to assist your municipality in developing its own strategy. During this session we will explore: • The challenges and requirements of effectively managing municipal electronic records • How to apply the ARMA Principals • The challenges of outsourcing storage of electronic records in the cloud, including developing RFP and/or contract language Free Things to Do… Boy’s Town Tour Boys Town’s Hall of History, Visitors Center and the Father Flanagan House. This National Historic Landmark District is also home to the world’s largest Ball of Stamps. 16 Meeting Room 211 n Jannette Goodall, CMC, CRM Advanced Academy Session Meeting Room 210 Advanced Academy Session • Guidelines for imaging and conversion of documents, destruction of source and digital records, long-term preservation and incorporating records management requirements into data storage contracts IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Saturday, May 21, 2016 (continued) • Key features of an electronic records management strategy and how to develop and implement it • Communicating with technology staff Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 30 registered delegates. An Invitation to Leave a Legacy from MCEF “It isn’t a secret that I will not have a huge estate left when I am gone but I feel it is important to set aside something to do my part. I feel so good about making the decision to set aside what I can to the MCEF Legacy Program to assure that our esteemed profession continues with the educational opportunities provided by MCEF/IIMC. I have been a Clerk for more than half of my life and I can’t think of a better place to give back.” Brenda K. Young, MMC “Municipal Clerks will undoubtedly leave an indelible mark on communities world-wide. Clerks are valued public stewards, and I’m certain my peers would agree it is a privilege to serve in our profession. Without the educational programs offered through IIMC and supported by MCEF over the years, my professional growth and network would be incomplete. Today, I have the opportunity to show my appreciation through the MCEF legacy program. Helping MCEF and IIMC deliver the same quality educational programs to future generations through a personal legacy gift is the right choice for me and a unique way I can pay it forward. Thank you, MCEF, for the opportunity to make a difference in years to come.” -Monica Martinez Simmons, MMC “I can’t think of a better way to give back to a profession that has provided me so many wonderful opportunities than through the MCEF Legacy Program. I consider it an honor to be able to make an allowance in my will to help clerk education in the future.” Mary Lynne Stratta, MMC If Ever There Was A Time To Invest In The Education Of Clerks, It’s Now And You Can Do It By Investing In MCEF PLANNED GIVING - Legacy Program For more information about the MCEF Legacy Program contact MCEF President Colleen Nicol, MMC. Mission Statement The Municipal Clerks Education Foundation is a diverse team of volunteers who are passionately committed to raising endowed dollars whose earnings help IIMC pursue its educational objectives. IIMC Celebrating 70 Years 17 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Sunday, May 22, 2016 IIMC thanks the Municipal Clerks Education Foundation, and IIMC Sponsors for their contributions toward the Conference education program and speakers. Unless Otherwise noted, all Academies, Athenian Dialogues, Meetings, and IIMC Registration/Cashier are in the CenturyLink Convention Center – level two. The Exhibit Hall is in Exhibit Hall C – street level. Advanced Academy Session Meeting Room 210 8:00 a.m. - 12:00 p.m. Parks and Recreation: Clips and Tips to be an Effective Municipal Clerk n Brenda Viola Communications Consultant, Sarasota, FL Convener: Fijabi Julien Gallam, Clerk of Council Assistant, Oberlin, OH Scanner: Kim Jacobitz, City Clerk, Hastings, NE During its seven-season run on NBC, the Parks and Recreation team of Leslie Knope, Ron Swanson, Tom Haverford, Andy Dwyer, Ben Wyatt, Donna Meagle and April Ludgate never failed to make us laugh. However, their performances as government employees often made us proud to share the same desire to serve the public and work in local government. While their methods were sprinkled with madness, there’s much that can be learned from these characters to inspire your own success as a Municipal Clerk. Using scenes from the series, this session will discuss and explore: • Strategies for dealing with difficult people • The root of defensive behavior and how to take the high road • Knowing your team is the key to getting the job done • Succeeding through honesty and transparency • How to cultivate care that fuels your service • Signs you’re doing too much and how to shine brightly instead of burning out • How to say no gracefully, even when facing an intimidating person • Elements of time management • How to face fears and make a difference • Pillars of effective communication and navigating a media circus with panache • Maintaining humor in stressful times Laugh, learn and be reminded of why you signed up to be a municipal clerk in the first place. The dedication and idealism, savvy and smarts of Leslie Knope and her colleagues can bring your back to your core values of service (and restore your smile.) 18 Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 40 registered delegates. Advanced Academy Session Meeting Room 211 8:00 a.m. - 12:00 p.m. Human Resources Personal Liability: How to Protect Yourself n Paul Gruefe, SPHR, MBA P.J. Greufe & Associates, Davenport, IA Convener: Marilyn Sanders, City Clerk, Kansas City, MO Scanner: Susan Baca, Executive Assistant, Northglenn, CO Trends in recent court decisions reveal a disturbing fact: HR practitioners, supervisors, and other decision makers are being held personally liable for their actions under several employment laws. In other words, the normal wall limiting personal liability does not totally protect you. Several state and federal courts have issued new decisions finding HR professionals, and other managers, personally responsible for their employment actions. This liability is both expensive and extremely time consuming with some cases involving six-figure judgments and almost all taking years to wind their way through the court system. This exposure is hard to ignore, and HR professionals are rightly concerned about the trend; but there is some good news. You can make yourself a less attractive target for legal action by focusing on the biggest budget line item within your municipality…PEOPLE! Investing time into developing strategies to better manage this resource only makes sense and will only benefit you and your municipality in the long run. In order to do so, Municipal Clerks must be fluent in the ABC’s of Human Resources... ADA, ADAAA, FMLA, CR, EEOC, WC, AA, OSHA, and MORE! During this session we will explore the potential liabilities of each, as well as managing Human Resources in general and develop solutions to negate potential concerns. Paul’s clients have been sued for more than $500 million dollars, but he has never lost a case. So, join us for a humorous trip down the litigation trail while we explore the biggest areas of liability within your municipality. IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Sunday, May 22, 2016 (continued) Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 30 registered delegates. Athenian Leadership Society Dialogue Meeting Room 208 8:00 a.m. - 3:00 p.m. Mandela’s Way: 15 Lessons on Life, Love and Courage by Richard Stengel Pre-registration (on-site registrations are not allowed) and payment of a $110.00 fee is required to attend this Athenian Leadership Society Dialogue. In order to receive points, each participant is required to complete a learning assessment. This dialogue is limited to 35 registered delegates. Athenian Leadership Society Dialogue Meeting Room 209 8:00 a.m. - 3:00 p.m. An American Original: Walt Disney by Bob Thomas Mary Lynne Stratta, MMC City Secretary / IIMC Past President IIMC Athenian Leadership Society Fellow, Bryan, TX He was an original. Not just an American original, but an original. Period. He was a happy accident, one of the happiest this century has experienced. ~Eric Sevareid, CBS Nightly News Charles Tokar, MMC Convener: Pamela Clement, CMC, City Clerk, O’Fallon, MO Scanner: Jean Polzkill, CMC, Deputy Clerk, Central City, NE We long for heroes and have too few. Nelson Mandela, who died in 2013 at the age of 95, is the closest thing the world has to a secular saint. He liberated a country from a system of violent prejudice and helped unite oppressor and oppressed in a way that had never been done before. Richard Stengel, an editor of Time magazine, has distilled countless hours of intimate conversation with Mandela into fifteen essential life lessons. For nearly three years, including the critical period when Mandela moved South Africa toward the first democratic elections in its history, Stengel collaborated with Mandela on his autobiography, Long Walk to Freedom, and traveled with him everywhere. Eating with him, watching him campaign, hearing him think out loud, Stengel came to know all the different sides of this complex man and became a cherished friend and colleague. In Mandela’s Way, Stengel recounts the moments in which “the grandfather of South Africa” was tested and shares the wisdom he learned: why courage is more than the absence of fear, why we should keep our rivals close, why the answer is not always either/or but often “both,” how important it is for each of us to find something away from the world that gives us pleasure and satisfaction—our own garden. Woven into these life lessons are remarkable stories—of Mandela’s childhood as the protégé of a tribal king, of his early days as a freedom fighter, of the twenty-seven-year imprisonment that could not break him, and of his fulfilling remarriage at the age of eighty. This uplifting book captures the spirit of this extraordinary man—warrior, martyr, husband, statesman, and moral leader—and spurs us to look within ourselves, reconsider the things we take for granted, and contemplate the legacy we’ll leave behind. Mayor/Retired Clerk IIMC Athenian Leadership Society Fellow, Chicago Ridge, IL Convener: Lynnette Ogden, MMC, Town Clerk/Treasurer - IIMC Region III Director, Millport, AL Scanner: Wendy Heffner, MMC, City Clerk, Littleton, CO After years of research and with the full cooperation of the Disney family, including access to private papers and letters, Bob Thomas has produced the definitive biography of the man behind the legend - Walter Elias Disney - the unschooled cartoonist who went bankrupt on his first movie venture but became the genius who produced unmatched works of animation. Bob Thomas’ biography is a fascinating and inspirational work that captures the spirit of Walt Disney. Thomas takes us on a journey with an in depth look at the man behind Mickey Mouse, Disneyland and how he reshaped the world of cartoon and entertainment. There are humble beginnings, failures, heartbreak, dwarves, a castle, and evil villains. But Disney manages to break free from the chains that tried to weigh him down and, finally, arises as a hero who makes everyone’s dreams come true. Though he died before all of his dreams came to fruition, the legacy Disney left behind is one that no one will forget. Thomas gives us more than just a glimpse of this American original of a man. He opens our eyes to the hero that was Walt Disney. There is something to be said about a man who can broaden our vision of the world through his amazing movies and yet still convince us that it is a small world after all. Pre-registration (on-site registrations are not allowed) and payment of a $110.00 fee is required to attend this Athenian Leadership Society Dialogue. In order to receive points, each participant is required to complete a learning assessment. This dialogue is limited to 30 registered delegates. IIMC Celebrating 70 Years 19 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Sunday, May 22, 2016 (continued) Institute Directors Colloquium 9:00 a.m. – 3:00 p.m. Meeting Room 216 Facilitator: Jane Long, Ed.D., IIMC Professional Development Director Institute Directors and Education Chairs convene to discuss current issues affecting IIMC’s Certification Institutes and Academy programs, share ideas, innovations and suggestions for Municipal Clerk education improvements. This will be a day filled with knowledge exchange and idea generation so please come prepared to learn and share. Premier Level Sponsor – Laserfiche – sponsors the Institute Directors Colloquium. Advanced Academy Session 1:30 p.m. - 5:30 p.m. Meeting Room 210 Great Leaders GROW: Becoming a Leader for Life n Rex J. Osborn President/CEO, More Than Talk LLC., Ripon, CA Convener: Renee Forbes, Clerk to the Board Specialist, El Paso County, CO Scanner: Janice Thompson, City Clerk/Finance Officer, Everly, IA Look to the future for a moment. What kind of leader are you striving to be? One who is always ready to face the next challenge? Or the leader who tries to apply yesterday’s solutions to today’s problems? As both human beings and leaders, our survival depends on our ability to adapt, grow and transform ourselves and our agencies to meet the ever-changing demands of the world we serve. Being willing to develop and grow is a risk, it requires selfreflection and a willingness to challenge yourself, your worldviews and challenge others. For effective leaders, such growth and risk is not an option – it is a requirement. During this session you will explore and build skills in the basic elements that are critical to deepening our courage to act, growing as leaders and turning visions into realities. Using the acronym GROW, you’ll explore four strategies that leaders must use to challenge and stretch themselves—both on the job and off—to reach their highest potential. • • • • 20 Gain Knowledge Reach Out to Others Open Your World Walk Toward Wisdom Successful leaders don’t rest on their laurels, because leadership is not a title on a business card. Leadership is a living process—and life means growth. Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 30 registered delegates. Advanced Academy Session 1:30 p.m. - 5:30 p.m. Meeting Room 211 All Stressed Up and Nowhere to Blow! n Jae Pierce-Baba CEO/ Registered and Licensed Occupational Therapist / Certified Laughter Professional LipShtick Productions, Wichita, KS Convener: Bonnie Hamar, City Clerk/Treasurer, Kasaan, AK Scanner: Laura Hartman, City Clerk, Baldwin City, KS Phone calls, emails, council meetings, projects, agendas – so much to do and so little time! All this can leave you feeling a little, well – Stressed! Stress is one of the most common words used in society today and a phenomenon that each one of us will experience at some point in our life. Stress affects people of all ages, professions and life situations. While some workplace stress is normal, excessive stress can interfere with your productivity and impact your physical and emotional health. Your ability to deal with stress can mean the difference between doing your job successfully and costing your municipality thousands of dollars per year in lost work hours and/or medical bills. You can’t control everything in your work environment, but that doesn’t mean you’re powerless. Successful management of stress involves attaining a feeling of control, finding an outlet for frustration, and creating a perception that things can improve. Stress may be the Spice of Life but by taking steps to reduce it you can increase innovation, decrease workplace turmoil, reduce employee turnover, and make your municipality a great place to work! During this session you will: • Explore the difference between Eustress (good) and Distress (bad) • Learn how to use humor and laughter, and a sense of humor as antidotes for stress • Discover how to create positive emotions and increase your “bounce-back-ability” IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Sunday, May 22, 2016 (continued) • Discuss why emotions are contagious and how they have a direct impact on those around you including colleagues, superiors, citizens and even the media • Learn to utilize social engineering to modify exposures to stressors • Learn to sharpen serenity skills and shift your response to stressors Pre-registration and payment of a $179.00 fee is required to attend this Academy session. In order to receive certification points, each participant is required to complete a learning assessment. This session is limited to 30 registered delegates. Exhibit Hall Opens/ MCEF Silent Auction 1:30 p.m. – 5:00 p.m. CenturyLink Center Exhibit Hall C Refreshment Break with Exhibitors 3:15 p.m. – 3:45 p.m. CenturyLink Center - Exhibit Hall C First Time Delegate Orientation Meet and Greet 6:00 p.m. – 7:00 p.m. Ballroom A & B Is this your first IIMC Annual Conference? Do you need more information about IIMC? If you’ve answered yes to these questions, then the Orientation Meet and Greet is for you. Join the veteran IIMC crew for helpful hints on the conference schedule, selecting workshops, ways to become more involved with IIMC and answers to questions many new Delegates hesitate to ask. President’s Opening Reception 8:00 p.m. – 10:00 p.m. CenturyLink Center - Exhibit Hall C This evening’s event will feature desserts and refreshments. Live entertainment by the University of Nebraska at Omaha 18 Piece Jazz Band Attire: casual State/Provincial/National Association Presidents Roundtable 3:45 p.m. – 5:00 p.m. Meeting Room 215 If you are an Association President, this session is an excellent opportunity to meet with your colleagues and discuss issues regarding your profession. Committee Leadership Orientation 4:15 p.m. – 5:00 p.m. Meeting Room 216 This session is for IIMC Committee Chairs, Vice Chairs, Committee Members, and IIMC Board Liaisons. President Elect Vincent Buttiglieri, MMC and Vice President Mary Kayser, MMC, will conduct this session. You will discuss your committee’s goals and objectives for the upcoming year and how your committee member’s participation is integral to IIMC’s growth. Scanner/Convener Meeting for Volunteers 5:00 p.m. – 5:30 p.m. Meeting Room 207 All Delegates who have volunteered to scan or convene sessions during the week, this meeting is for you. IIMC Celebrating 70 Years 21 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Monday, May 23, 2016 IIMC thanks the Municipal Clerks Education Foundation, and IIMC Sponsors for their contributions toward the Conference education program and speakers. Unless Otherwise noted, Opening Ceremony, General Sessions, Region Meetings, Concurrent Education Sessions, and IIMC Registration/Cashier are in the CenturyLink Convention Center – level two. The Exhibit Hall is in Exhibit Hall C – street level -- where the MCEF Silent Auction, lunch and refreshment breaks are held. Continental Breakfast nSpecial Presentation: Story teller – Rita Paskowitz, 7:00 a.m. – 7:45 a.m. CenturyLink Center - Ballroom Pre-Function Area nFinal Announcements Professional Storyteller and Facilitator Sponsors: Premier Level: Laserfiche • Municipal Code Opening Ceremony 8:00 a.m. – 10:00 a.m. CenturyLink Center - Ballroom A & B nPrelude: Mistress of Ceremonies - Deborah Ward, Vice President of Marketing and Communications, Omaha Convention and Visitor Bureau Emerald Level: American Legal • General Code Granicus • Onbase by Hyland • PrimeGov Refreshment Break with Exhibitors 10:00 a.m. – 10:30 a.m. nInvocation IIMC Region Meetings nIntroductions 10:30 a.m. – 11:30 a.m. • 2015/16 IIMC Board of Directors • 2015/16 MCEF Board of Directors • IIMC Past Presidents • International VIPs CenturyLink Center – Exhibit Hall C Region 1 CT, ME, MA, NH, NY, RI, VT – Meeting Room 205 Region 2 DE, DC, MD, NJ, PA, VA, WV -- Meeting Room 206 Region 3 AL, FL, GA, NC, SC -- Meeting Room 207 nParade of Flags: Region 4 AR, LA, MS, OK, TX -- Meeting Room 210 Belgium, Bulgaria, Canada, Israel, the Netherlands, South Africa, UK Region 5 IN, KY, MI, OH, TN -- Meeting Room 211 nPresentation of Colors- U.S. Flag presentation Region 7 IL, KS, MO – Exhibit Hall C nColor Guard: Omaha Police Honor Guard Region 8 AZ, CO, ID, MT, NE, NV, NM, ND, SD, UT, WY – Ballroom A & B nNational Anthem: Kim Jacobitz, City Clerk, Hastings, NE nCall to Order: Opening Remarks/Recognition by IIMC President Monica Martinez Simmons, MMC, Seattle, WA nWelcome Addresses Region 6 IA, MN, WI -- Meeting Rooms 213 - 214 Region 9 AK, CA, HI, OR, WA -- Meeting Room 204 Region 10 CANADA -- Meeting Room 208 Region 11 OUTSIDE NORTH AMERICA -- Meeting Room 209 Omaha Mayor: Jean Stothert Institute Director’s Meeting Host Clerk Welcome Address: Buster Brown, CMC, Omaha, NE Nebraska Association President: Kellie Crowelll, CMC Clerk/Treasurer, Ravenna, NE Meeting Room 216 nAwards Presentation -- President Martinez Simmons Lunch with Exhibitors nAwards: 11:30 a.m. – 12:45 p.m. CenturyLink Center – Exhibit Hall C Athenian Society • Honorary • Governance Institute Director • Quill 22 IIMC Celebrating 70 Years 11:30 a.m. – 5:00 p.m. Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Monday, May 23, 2016 (continued) General Session 1:00 p.m. – 2:30 p.m. Ballroom A & B The Struggle Is Real: Staying Right Side Up When Things Are Turned Upside Down n Marché Fleming-Randle, Ph.D. Assistant Dean, Fairmount College of Liberal Arts and Sciences Wichita State University, Wichita, KS Convener: Monica Martinez Simmons, MMC, City Clerk and IIMC President, Seattle, WA Scanners: Douglass Barber, CMC, City Clerk, New Carrollton, MD Joan Suhr, City Clerk/Treasurer/Administrator, Valley, NE Shawn Isom, CMC, Deputy City Clerk, Valley, NE “Life is like a box of chocolates.” “When life gives you lemons, make lemonade.” “Don’t worry, be happy!” We have all heard these sayings and they are all well and good - but only if you are hungry or thirsty! Who are we kidding?! Her involvement extends across all aspects of the campus and into the community with projects and organizations such as: Breast Cancer Awareness Committees; the American Red Cross; the Center for Health Equality Advisory Council; Honoring Our Diversity; the Wichita State Council of University Women; Wichita State Women’s Association; Tilford Diversity Committee; and numerous other Programs. Dr. Shay began speaking for IIMC at the 2014 IIMC Annual Conference in Milwaukee, Wisconsin as the resident diversity expert and has been back by popular demand ever since. The 2015 IIMC Conference Delegation spoke loud and clear when it came time for conference evaluations and we listened. Dr. Shay has been called “IIMC’s Version of Oprah” and was the number one most requested speaker for 2016. IIMC is delighted and honored to have Dr. Marche’ Fleming-Randle open the 70th IIMC Annual Conference in Omaha. Refreshment with Exhibitors 2:30 p.m. – 3:00 p.m. CenturyLink Center – Exhibit Hall C Let’s get real because the Struggle is Real! A struggle can be thought of as any work or task that one is engaged in, which involves a great deal of labor, sweat and tears. There is no denying that everybody faces some sort of struggle in his or her job or personal life at some point in time. Why have we been conditioned to just brush them off? What if we don’t like lemonade?! During this session you will learn to shift your mindset and walk away with a set of skills to help you to deal with the struggles you face in your life and career. You will leave with a positive, can-do attitude which can lead to a stress free life, higher levels of productivity, greater health and happiness. Don’t miss this high energy, belly laughter inducing, interactive, and surprise filled oh-so-real session. This “Oprah Winfrey Style” session is just what IIMC ordered to kick off the 2016 IIMC Annual Conference. The Struggle is Real and Dr. Fleming-Randle will reignite your fire of excellence and motivate you to take positive, consistent action when you feel like giving up on life’s struggles. Marché Fleming-Randle, Ph.D. or “Dr. Shay” as she is often called, began her career at Wichita State University in Kansas in 2007 and is currently an associate dean for the Fairmount College of Liberal Arts and Sciences. She is the college liaison for student services planning, grades and implementation, encompassing undergraduate recruitment activity, the enrollment process, and matriculation to degree completion. She is an Ethnic/Women Studies lecturer, author, motivational speaker, advocate and public intellectual. Concurrent Education Session 3:00 p.m. – 5:30 p.m. Meeting Room 203 Warning: Acceptance of This Job May Enhance Your Career - It May Also Get You Sued n Paul Gruefe, SPHR, MBA P.J. Greufe & Associates, Davenport, IA Convener: Stephanie Kelly, MMC, City Clerk, Charlotte, NC Scanner: Tami Comte, MMC, Deputy City Clerk, David City, NE Do you like administering FMLA? If yes, then you are NOT DOING IT CORRECTLY! The Family and Medical Leave Act (FMLA) is a legal minefield where one mistake from an untrained supervisor can create serious liability for the municipality. It’s a complex law with far-reaching implications if it isn’t applied correctly. Maybe you already speak “FMLA-ese” and have a general understanding of the recent changes to FMLA regulations. But don’t stop there – your employee’s lawyer won’t! Rather than a review of the law’s basics, this session dives right into the complex (and legally dangerous) minefield of FMLA issues you face each day. Join Paul in a lively, humorous, real world conversation about the application of the Family Medical Leave Act. You will laugh, learn, and walk away with documents that can be implemented immediately within your organization to ease the process and reduce the liability. IIMC Celebrating 70 Years 23 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Monday, May 23, 2016 (continued) Concurrent Education Session 3:00 p.m. – 5:30 p.m. Concurrent Education Session Meeting Room 204 Pilger, Nebraska: The Little Town Too Tough to Die n Kim Neiman, MMC Village Clerk/Treasurer, Pilger, NE Convener: Julie Torres, Deputy City Clerk, Fernley, NV Scanner: Linda Cech, City Clerk, Clarkson, NE 3:00 p.m. – 5:30 p.m. Meeting Room 205 Change Doesn’t Have to Be a Four-Letter Word: Using a Change Management Approach to Gain Buy-In for New Technology Initiatives n Katie Burke Government Program Strategist, Laserfiche, Long Beach, CA “It was blue skies,” Schneider said. “Then my wife called, and 10 seconds later, everything went quiet.” n Melissa Henley Director of Marketing Communications, Laserfiche, Long Beach, CA “Two minutes — that’s all it took.” Convener: Linda Welsher, CMC, City Clerk/Treasurer, Fort Calhoun, NE Scanner: June Moline, CMC, Village Clerk/Treasurer, Mead, NE “We’re just kind of picking through stuff now,” Kment said. “We did find the wedding photos.” “Thanks to Kim’s leadership ... the community is continuing to rebuild and thrive.” Sooner or later, it’s likely that your organization will be faced with a challenge that can strike fear into the heart of even the most intrepid of municipal employees: implementing new technology in the workplace. Whether it’s an agenda management software program, new website or an electronic records management program, the prospect of managing technology change can be daunting. Pilger, Nebraska (pop. 352) located 85 miles from Omaha, was hit by an EF-4 tornado in June of 2014 all but wiping it off the map. Village Clerk, Kimberly Neiman, MMC was front and center at that time and continues to be during the recovery and ongoing rebuilding process. Amid the devastation, Neiman’s home, church and office were all destroyed. Despite her personal losses, she pushed past her own problems to help her community. And, often times, the hardest part of implementing a new technology is convincing other users in your organization to buy-in to the initiative. You may have done your research before purchasing a solution and you know exactly how the software, system, gadget, program, or equipment will make your municipality operate more efficiently. But how do you convince resistant users across the organization that they should give up their old processes and adopt a new system? During this session, Kim will discuss her first-hand account of the natural disaster that destroyed the Town, but not its spirit and cover the following: • How your municipality can prepare for disasters and what to do when disaster strikes • What declaring a disaster actually means and entails • How to handle the wave of agencies, people and press while keeping a positive attitude following a disaster • Dealing with state and federal employees and more importantly, how to become a person/town to them, not just a disaster number • Debris, volunteer and donation management • The importance of proper documentation from the beginning Buy-in is critical to making organizational change happen, especially when you’re building support for a new technology initiative. If you have a great new idea, but aren’t sure how to get everyone onboard, this exciting session will provide you with strategies to build support across your organization. By studying change management to learn why people fear—and accept—change, clerks are better equipped to lead their organization past the naysayers and into the 21st century. “Pilger is gone,” said Sanford Goshorn, director of emergency management for Stanton County. Stanton County Commissioner Jerry Weatherholt described the scene in Pilger as looking “like a war zone.” 24 During this session we will discuss: • Why organizations fear the prospect of change • The science behind change resistance and strategies for overcoming it • Case studies focused on change management success from other organizations • Which leadership skills to apply throughout the adoption curve • How to create engaging activities to help others embrace change • Actionable strategies to take back to your municipality IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Monday, May 23, 2016 (continued) Concurrent Education Session 3:00 p.m. – 5:30 p.m. Concurrent Education Session Meeting Rooms 206 & 207 3:00 p.m. – 5:30 p.m. Meeting Rooms 208 & 209 Body Language Confidential Mind the Bridges: When Generations Collide n Traci Brown n Rex J. Osborn Body Language Expert Traci Brown, Inc., Boulder, CO President/CEO, More Than Talk LLC., Ripon, CA Convener: Marian Karr, MMC, City Clerk, Iowa City, IA Scanner: Dianne Rauh, MMC, City Clerk, Des Moines, IA Convener: Steven Sprague, City Auditor, Fargo, ND Scanner: Lana McPherson, MMC, City Clerk, De Soto, KS Have you ever been in the situation when you really didn’t believe what someone was saying? Did you have a sense that something didn’t ring true or a gut feeling that all was not right? Perhaps they were saying, “Yes” yet their heads were shaking “No”? Think about the last time you watched a speaker deliver a presentation or even when you had to deliver a presentation yourself, and had a sense that people weren’t really buying into what you had to say. What about a difficult meeting – perhaps one where you are negotiating deadlines, responsibilities or a contract? Was everyone on board with the ideas, or did some appear disengaged? The difference between the words people speak and our understanding of what they are saying comes from non-verbal communication, otherwise known as “body language.” By developing your awareness of the signs and signals of body language, you can more easily understand other people, and more effectively communicate with them. By becoming more aware of this body language and understanding what it might mean, you can learn to read people more easily and communicate more effectively with them. What’s more, by increasing your understanding of others, you can also become more aware of the messages that you convey to them. During this session you will learn: • How to instantly read the body language of individuals you come in contact with • How to get people to like you using only your body language • To persuade, influence and even settle people down • Get people to open up to you, making them comfortable and receptive to your ideas • How to detect lies and uncover deep truths • Reveal secrets hidden in plain sight and use that info to easily reach agreements • Hear ‘Yes!’ more easily and more often in networking, negotiation, interviewing and even at home Millennials = Lazy. Entitled. Tech obsessed. Over eager. Baby Boomers = Difficult to train. Stubborn. Set in their ways. Ever heard that before? Ever said that about a colleague or citizen before? Overcoming existing stereotypes and generational judgments is hard but working together when they exist is even tougher. In a typical municipality you will find the fresh-faced younger generation of newcomers, the established middle generation that holds most of the management roles and the mature generation of employees who are 30 or 40 years into their careers. Each of these distinct age groups comes with their own attitude, style, set of skills and cultural norm. These differences can lead to frequent misunderstandings and challenges. A successful office should be a melting pot of different generations, personalities and talent, all coming together toward a common goal. How do you create an environment where all staff work in harmony and perform at a higher level making your municipality stronger from the inside out? Through pictures, stories and a humorous approach, Mind the Bridges will address the importance of communication in an environment where the generational gap feels more like a canyon. This session will help you better understand how and why people use their own life experiences to make decisions and communicate with those around them. This will not be your mother’s generational difference discussion – oh wait, was that another stereotype? Free Things to Do While in Omaha… Memorial Park Visit the monuments honoring WWII, Korea and Vietnam forces. A visitor favorite is the All-American Rose Society Garden. Lewis & Clark Landing Take a leisurely walk or a challenging jog along Omaha’s Riverfront. Take in the new developments while enjoying the Monument to Labor Sculpture. IIMC Celebrating 70 Years 25 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Monday, May 23, 2016 (continued) Concurrent Education Session 3:00 p.m. – 5:30 p.m. Meeting Rooms 210 & 211 Stories can be powerful business tools, and successful leaders use them to engage their teams. So, if you want to motivate others effectively, you need to learn how to tell a good story! Mastering the Media n Brenda Viola Communications Consultant, Sarasota, FL Convener: Diane Whitbey, MMC, City Clerk & Collector IIMC Region IV Director, North Little Rock, AR Scanner: Rodney Greene, MMC, City Clerk, Evanston, IL In an era where the Municipal Clerk is often asked to perform tasks similar to the Public Information Officer, equipping the Clerk with strategies to function effectively in this role are critical. Learning to take the time to frame an appropriate response will pay off liberally, and boost the Clerk’s confidence in an area that can be quite damaging to the municipality if not skillfully executed. This session is designed to empower Clerks with skills that will allow them to welcome media opportunities rather than fear them. During this session you will discover: • The biggest media blunders and how to avoid them • The power of the sound bite • The secret to eloquence • How to conduct a press conference • Bridging back to your talking points During this high-energy session you will explore: • How to use stories and make them work for you in order to build and strengthen relationships • Why storytelling works – scientifically, interpersonally and internationally • How to recognize and assess storytelling opportunities in your own environment • The benefit of integrating stories into your workplace interactions Region Dinners on Your Own Free Things to Do in Omaha… Mount Vernon Gardens Stroll through and enjoy the colorful flower gardens planted with annuals and a formal rose garden. One of the most popular areas is the long narrow portico that overlooks the Missouri River. Concurrent Education Session 3:00 p.m. – 5:30 p.m. ideas, arouse our passions, and inspire us in a way that cold, hard facts often can’t. Meeting Rooms 213 & 214 Shortening the Distance: How Storytelling Can Make You a Better Communicator (And More Fun!) Visit its bluff setting similar to George Washington’s Mount Vernon view of the Potomac. n Rita Paskowitz, Professional Storyteller, Omaha, NE Convener: Krystal Eucker, Deputy Town Clerk, Windsor, CO Scanner: Ali Spietz, MMC, City Clerk, Mercer Island, WA How many times have you been enthralled by a good story? Maybe you stayed up late to read a novel that you couldn’t put down, or watched a movie that you couldn’t switch off? Perhaps you pushed yourself harder because you heard a story about a colleague’s success, or you changed your opinion after reading a distressing story in a newspaper? also visit… Stories can change the way we think, act, and feel. They can form the foundations of an entire workplace culture, and they have the power to break down barriers and turn bad situations around. Stories can capture our imaginations, illustrate our Step into history at the Mormon Trail Center, which offers state-ofthe-art history displays of the Mormon trek from Illinois to Utah in the 1800s. 26 Mormon Trail Center IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Tuesday, May 24, 2016 IIMC thanks the Municipal Clerks Education Foundation, and IIMC Sponsors for their contributions toward the Conference education program and speakers. Unless Otherwise noted, General Session, Concurrent Education Sessions, All Conference Event and IIMC Registration/Cashier are in the CenturyLink Convention Center – level two. The Exhibit Hall is in Exhibit Hall C – street level -- where the MCEF Silent Auction, lunch and refereshment breaks are held. General Session 8:00 a.m. – 9:30 a.m. Ballroom A & B Stop Global Whining!: Get What You Want With What You’ve Got n Christine Cashen, CSP Before hitting the speaking scene, Christine was a university admissions officer, corporate trainer and broadcaster. Hey — she even votes. Christine holds a Bachelor’s Degree in Communication and a Master’s Degree in Adult Education. She is a member of the National Speakers Association and is a Certified Speaking Professional (CSP). In July of 2014, Christine was inducted into the National Speakers Association, CPAE Speaker Hall of Fame®. Admission into the CPAE Speaker Hall of Fame is a lifetime award for speaking excellence and professionalism. Highland Village, TX Convener: Vincent Buttiglieri, MMC, Municipal Clerk IIMC President Elect, Ocean, NJ Scanners: Kim Neiman, MMC, Village Clerk/Treasurer, Pilger, NE Dawn Schmidt, CMC, City Clerk, Yutan, NE Theresa Busse, CMC, City Clerk/Treasurer, North Bend, NE Across the globe, in all professions, we are being forced to do more with less – fewer staff, declining resources, smaller budgets and 40 hours of stuff to do in a 24-hour day. Even though this reality is nothing new, it can wear you down! So what to do? You can waste energy complaining and be part of the problem, or you can be part of the solution and help us Stop Global Whining! This program will teach you to B.O.O.G.I.E and provide you with the skills you need to get the job done using what you’ve got! We all have the tools that we need to succeed. Often we just need to rethink the way we use them and get a little creative. Fasten your seat belt and laugh as you learn while Christine delivers a fast paced, hilarious program that will focus on: • Creating a better day with more energy and time management tools • Discovering how humor can increase job satisfaction, improve morale and reduce stress • Communicating effectively by understanding different personality styles • Learning the secrets to defuse anyone and handle conflict like a pro For more than 15 years, Christine Cashen has jazzed an amazing variety of audiences throughout the United States, Canada, South Africa and Australia. Christine is an authority on sparking innovative ideas, handling conflict, reducing stress and energizing employees. Christine is the author of THE GOOD STUFF: Quips & Tips on Life, Love, Work and Happiness, which was named motivational book of the year by the Next Generation Indie Book Awards. She has also been featured as a creativity expert in HOW Designs at Work magazine. Her learning resources also include: Get What You Want With What You’ve Got DVD, The Fun Factor DVD, The Good Stuff CD Audio Book and Why Can’t Everybody Just Get Along CD which will all be available for purchase following this session. Sponsors: Premier Level: Laserfiche • Municipal Code Emerald Level: American Legal • General Code Granicus • Onbase by Hyland • PrimeGov Refreshment Break with Exhibitors 9:30 a.m. – 10:00 a.m. CenturyLink Center - Exhibit Hall C Concurrent Education Session 10:00 a.m. – 12:30 p.m. Meeting Room 203 International Idea Exchange n Jane Anne Long, Ed.D. Director of Professional Development International Institute of Municipal Clerks, Rancho Cucamonga, CA Convener: Lana McPherson, MMC, City Clerk, De Soto, KS Scanner: Mary Kayser, MMC, City Secretary and IIMC Vice President, Forth Worth, TX Often at a conference the most animated interactions and the most valuable learning takes place during breaks, meals, and receptions. IIMC has designated the International Idea IIMC Celebrating 70 Years 27 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Tuesday, May 24, 2016 (continued) Exchange to mimic these casual interactions and foster new and existing relationships, strengthen networking and taking conversations a step further. This session has been created with our members from outside of the United States in mind and will be designed to satiate their desire to learn from their U.S. based counterparts by focusing on topics of interest and issues they currently face. In this engaging “speed dating” type of session, you and your colleagues will be given the opportunity to be inspired, have fun, and to discover some of the most exciting innovations and resources enhancing the clerks’ profession around the world. By participating, you will foster collaboration, share and gain valuable knowledge as well as benchmark best practices. Concurrent Education Session 10:00 a.m. – 12:30 p.m. Meeting Room 204 Investing in Education: What’s The Value of Your Attitude? n Matt Booth Atitude Expert Mattitude, LLC.. Dubuque, IA Convener: Pam Aalderink, CMC, Deputy Clerk, Douglas, MI Scanner: Roxanne Schneider, MMC, City Clerk, Dysart, IA “A positive attitude is a valuable asset. Protect it, nurture it and take care of it just like you do any of your other valuable assets.” Matt Booth Do you know someone with a bad attitude? Do you wish you could be more positive? Have you ever had one of those days? If you answered yes to any of these questions, you’re going to be glad you are here. If you didn’t answer yes, you might be in serious denial! There is an old saying that “attitude is everything.” Is that true? Matt believes Attitude is the START of everything! Your attitude determines your thoughts, relationships, ability to communicate, time management, health and fitness and ultimately your life. During this program you will find that being positive as often as possible helps you be more successful at what you do. You’ll leave this program with practical take-aways and the motivation to implement these new found tools. Take control of your personal and professional life and determine the value of your attitude! You determine where you are going and Matt will help you get there. Concurrent Education Session 10:00 a.m. – 12:30 p.m. Meeting Room 205 The Call for Transparency: Liability or Opportunity? n Scott Mursten n Russell Haddock Account Executive MCCi, Tallahassee, FL Territory Manager MCCi, Tallahassee, FL n Eric Grant President, MCCi, Tallahassee, FL Convener: Mary Johnston, MMC, Clerk of Council/Records Manager, Region V Director, Westerville, OH Scanner: Raquel Felzien, Deputy City Clerk, Franklin, NE The need for transparency has never been greater. Citizens are more engaged with their government while being more aware of their rights as citizens. Concurrently, the demands being placed on those responsible for public documents is ever increasing. The session will focus on changing the mindset as it relates to “transparency.” With the right tools improved transparency can reduce workload, enhance citizen engagement and increase trust in local government. Topics covered in this session will include: • Addressing the trends and challenges of public records requests • The benefits and challenges of placing documents online • Discover tools available to improve efficiency and help satisfy the public’s right to information • Enhancements in the areas of online code publishing • Reducing your workload! Concurrent Education Session 10:00 a.m. – 12:30 p.m. Meeting Rooms 206 & 207 Codification: Successes, Challenges and Lessons Learned n Camilla Pitman, MMC City Clerk, Greenville, SC n Rodney Greene, MMC City Clerk, Evanston, IL Convener: Tammy Legacy, MMC, Town Clerk, Roxbury, VT Scanner: Allison Dispense, Town Clerk, Pomfret, NY As a city grows and changes, new ordinances are adopted and existing ordinances are amended. Because the laws of your city change over time, it is important that regular maintenance be performed on your municipal code to ensure that it is an accurate, up-to-date representation of your city’s current laws. 28 IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Tuesday, May 24, 2016 (continued) Additionally, by regularly verifying that your ordinances remain consistent with your state law, you are making certain that your code is a reliable and enforceable resource for council, staff and the public. Join this panel of Municipal Clerks who recently undertook the codification of their city’s ordinances and learn about the process used, challenges encountered and lessons learned. Concurrent Education Session 10:00 a.m. – 12:30 p.m. Meeting Rooms 208 & 209 The Moral Compass: Through the Eyes of the Beholder n Cindy Kendall Institute Director, Iowa State University , Ames, IA Convener: Karen Kuznek-Reese, MMC, City Clerk, Sequim, WA Scanner: Chaz Schumacher, Village Clerk, Pewaukee, WI A compass is a relatively simple instrument based on a simple concept. With its northward facing needle, it is a consistent and true indicator of physical direction. By placing “moral” in front of compass, we evoke a clear picture of mental processes that become core strengths and assurances when your journey takes you into uncharted territory. But while the concept of a moral compass is simple and clear, the concept of what constitutes morality is not. One person’s moral compass may not point in the same direction as another’s in terms of right and wrong conduct and beliefs are concerned. This thought provoking session will utilize your cell phone for polling purposes, as we examine ethical behavior in the municipal work place. You will be given the opportunity to see how your ethical attitude stacks up against your peers in the audience and other city officials from across the country. Join us as we discover that ethical behavior is inherent through our family, upbringing, and religious beliefs and modified through policies and behaviors in the work place. Concurrent Education Session 10:00 a.m. – 12:30 p.m. Meeting Rooms 210 & 211 Success Through Interlocal Partnership: The Tri-Party Fire Department Consolidation n David Black Mayor, Papillion, NE Convener: Sally Oglesby, MMC, City Clerk, Crossville, TN Scanner: Yvonne Williams, Deputy City Clerk, Marietta, GA What if we told you that there was a way to consolidate city services, save your taxpayers $11 million and increase fire and EMS response times? Like most municipalities, you would probably be all ears! After over 50 years of serving the citizens of La Vista, NE, the La Vista Volunteer Fire Department had done just that, by handing over their operations to the Papillion Fire Department on April 1st, 2014. La Vista’s population has increased by more than 50 percent since the year 2000. With that amount of growth there have been benefits to the community, but, as we all know, with growth also comes challenges. With this increase, calls for service also increased by 150 percent. With an all-volunteer fire department, this new growth created a huge challenge for La Vista and forced them to ask the question “how do we provide this critically important service with the clear public safety limitation that is our volunteer department?” Join Mayor David Black from the City of Papillion as he discusses how through interlocal partnerships, municipalities can work together to address issues with mutually beneficial solutions that better serve residents and provide opportunities or solutions to the cities involved that may otherwise not exist. Concurrent Education Session 10:00 a.m. – 12:30 p.m. Meeting Rooms 213 & 214 Solving Situations, Not Problems n Marché Fleming-Randle, Ph.D. Free Things to Do… First National’s Spirit of Nebraska’s Wilderness and Pioneer Courage Park. More than 100 larger-than-life bronze sculptures (weighing between 400lbs to six tons) stampede 6 blocks through the buildings and streets of downtown Omaha. These special public art pieces tell the story of the pioneers’ westward journey. Assistant to the President for Diversity/Assistant Dean, Fairmount College of Liberal Arts and Sciences Wichita State University, Wichita, KS Scanner: Douglass Barber, CMC, City Clerk, New Carrollton, MD “The single biggest problem in communication is the illusion that it has taken place.” ~ George Bernard Shaw Close your eyes and imagine a “problem free” day at work. What would it feel like? You walk into your department and all staff is there on time, working away like busy bees. Every IIMC Celebrating 70 Years 29 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Tuesday, May 24, 2016 (continued) citizen you come in contact with is a pleasure to deal with and every request is fulfilled with ease. The council agenda gets completed and distributed without any last minute additions…. Sounds too good to be true, right? Well that’s because it is! Every day we are faced with “problems” at work that never have an easy solution. Problem employees, problem citizens, and technology problems – the list could go on and on. Some days, we face more problems than others, but the fact is, problems exist – especially when you consider diverse workforces and citizens with diverse challenges. So what’s a Clerk to do?! Stop focusing on the “problem” and learn to address the “situation.” Most problems exist because of a lack of communication. Communication can break down when one must deliver tough news regarding substandard performances, changes to workplace policies, shorter deadlines or even the location of items on your municipality’s website. Solving Situations, Not Problems will teach you: • To address the actual situation at hand and dismiss the “problem” mindset • Effective ways to facilitate dialogue with employees, city officials and citizens • To maintain control while transitioning into a more social media driven, technologically advanced workplace • Be a positive change agent for your staff and your municipality Convener: Phillip Campbell, MMC, Asst. to County Exec/Clerk to Board, Prince William County, VA Scanner: Joan Suhr, City Clerk/Treasurer/Administrator, Valley, NE Imagine you are getting ready to issue a marriage license for the “happy couple” standing in front of you, or perform your notary public duties and attest to the identity of the individual in your office … But, something just doesn’t feel right about the situation. Perhaps it’s the couple themselves and the way they interact with one another? Perhaps you have doubts that the identity document you are being presented is authentic? Whatever it is, your gut is talking to you, and you should listen! Marriage fraud and document fraud threaten the U.S. national security, public safety, and the integrity of the lawful immigration system. To combat marriage and document fraud, Homeland Security Investigations is teaming up with Municipal Clerks who issue marriage licenses, officiate marriages, and examine government issued documents including driver’s licenses, passports and birth certificates in the course of their daily work. You are in an excellent position both to report suspicious indicators and to help educate the public on the consequences of marriage and document fraud. Not all marriages are made in heaven; some, in fact, are illegal. Join HSI and learn what you can do to help. Concurrent Education Session 2:15 p.m. – 5:00 p.m. Lunch with Exhibitors Trust and Leadership: Building Credibility as a Leader Through Trust 12:30 p.m. – 2:00 p.m. CenturyLink -- Exhibit Hall C n Pamela Miller Concurrent Education Session 2:15 p.m. – 5:00 p.m. Meeting Room 204 Meeting Room 203 California MMC Academy Institute Director Miller Management & Consulting Group, Suisun City, CA Convener: Kathy Queen, Deputy Clerk, Waxhaw, NC Scanner: Linda Douglas, Clerk/Treasurer, Arlington, NE Homeland Security Investigations: The Detection, Prevention and Investigation of Immigration Benefit and Document Fraud “Without trust, we don’t truly collaborate; we merely coordinate or, at best, cooperate. It is trust that transforms a group of people into a team.” ~ Stephen M.R. Covey n Joanne Fiorilli Trust is the foundation of all relationships. When trust is present, great things can happen. In the absence of trust, it is virtually impossible to accomplish anything. National Program Manager, Homeland Security Investigations Identity and Benefit Fraud Unit , Washington, D.C. n Carl Lichvarcik 30 Section Chief, Homeland Security Investigations Forensic Laboratory, Washington, D.C. Do people trust you as a leader? Do you inspire trust in others? Trust is also the foundation of credibility – and all strong and effective leaders possess credibility. Credibility is not inherent – it is earned. Have you earned it? IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Tuesday, May 24, 2016 (continued) Based on Stephen M. R. Covey’s The Speed of Trust, this session will focus on self-trust and the four cores of credibility: Integrity (congruency), Intent (personal agenda), Capabilities (relevancy), and Results (track record). You will learn how these four core areas impact your relationships, your ability to lead others, and the affect they have on trust in relationships. This session will explore the nature of how trust affects relationships, the economy of trust (or lack thereof), and how trust relates to leader credibility by exploring the following: • Your own strengths and weaknesses in the core areas above • The principle of behavior and how your behaviors impact your level of credibility • The notion of maximizing organizational influence through developing stakeholder trust, and ways to inspire trust in others. You will leave this session with a personal action plan to help strengthen your core credibility and develop even stronger trusting relationships, maximizing your influence as a leader. Concurrent Education Session 2:15 p.m. – 5:00 p.m. Meeting Room 205 Cybersecurity for Municipalities: Challenges and Strategies n Yu-Che Chen, Ph.D. Director of Global Digital Governance Lab, Associate Professor School of Public Administration, College of Public Affairs and Community Service, University of Nebraska at Omaha, Omaha, NE n Anthony Kava IT Supervisor/Information Security Officer, Special Deputy Sheriff Pottawattamie County, IA Convener: Cheryl Saathoff, City Clerk/Treasurer, Franklin, NE Scanner: Susan Domen, MMC, City Clerk, Lake Elsinore, CA Municipal governments have become more connected online than ever with citizens, businesses, and IT service providers. These online connections are sources of service innovations but also vulnerabilities for cyber attacks. Moreover, the use of social media, information systems administrated by other governments and nonprofits, cloud-based applications and services, and mobile devices connected to internet expose municipal governments to a growing variety and sources of cyber attacks. Municipal clerks need to secure their municipalities’ cyberspace for security, privacy, and business continuity. This session is designed to: • Address the common and emerging cyber security threats as related to the advancement of cloud-computing, social media, internet-of-things, data analytics, and cybercrimes • Offer a risk-based management strategy for cyber security including assessment of assets, prioritization of risks, design and implementation of intrusion detection • Cover both the industry-standard practice as well as field experiences of cyber security at the local level. • Provide practical ways even smaller entities can implement these practices Concurrent Education Session 2:15 p.m. – 5:00 p.m. Meeting Rooms 206 & 207 Implementing a Document Management System: What I Wish I Knew Before I Started (N) n Jannette Goodall, CMC, CRM City Clerk/Records Manager, Austin, TX n Russell Haddock Territory Manager, MCCi, Tallahassee, FL n Sherry Mashburn, MMC City Secretary, College Station, TX Convener: Julie Torres, Deputy City Clerk, Fernley, NV Scanner: Dawn Gall, Village Clerk, Howells, NE As a concept, transitioning from paper to electronic records may sound fairly straightforward. However, there are many challenges one can face and the transition can become overwhelming. Where do you start? Who should be involved? What tools do you need? How should you prepare? What are the most common pitfalls and how can they be avoided? Implementing a document management system can be one of the most daunting and costly projects that a municipal clerk will undertake in their careers, but this panel session will allow delegates the opportunity to hear from colleagues who have or are currently going through the process and have firsthand experience both good and bad. Don’t miss your chance to discuss best practices, ask questions and never have to say, “If only someone had told me….” Free Things to Do While in Omaha… Joslyn Art Museum This pink marble masterpiece is filled with more than 11,000 works of art from antiquity to the present featuring work from Monet, Renoir and Pollock. IIMC Celebrating 70 Years 31 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Tuesday, May 24, 2016 (continued) Concurrent Education Session 2:15 p.m. – 5:00 p.m. Concurrent Education Session Meeting Rooms 208 & 209 Relieving Overload: Living with Margin in Your Life n Jo Lynn Bright, LCMFT/CST EAP Counselor, Substance Abuse Professional, Consultant EMPAC, Inc, Wichita, KS Convener: Ali Spietz, MMC, City Clerk, Mercer Island, WA Scanner: Pamela Aalderink, CMC, Deputy Clerk, Douglas, MI Let us guess: You’re busy. You receive too many emails. You’ve got people coming at you every day, asking for things, urgently. You’ve got a head full of great ideas, but there’s never enough time to work on them properly. Even in your free time, you find it hard to stop thinking about work. You’re feeling overloaded. If we’re anywhere close in our guesses, don’t despair: you are not alone! In fact, there are so many others like you out there that IIMC has brought back this session by popular demand from the 2015 IIMC Annual Conference. By now we’ve all heard the tales of the new workplace normal: Dwindling resources and ever-burgeoning workloads drive managers to push their staff to new lengths - and new lows. This session will examine technology advances and how a variety of stressors can negatively affect a clerk’s productivity level. “Margin” will be defined and specific ways to obtain margin in one’s life will be presented in an interactive way. Effective tips and strategies will be explored to encourage mental wellness including balance, sense of humor, decision-making ability, coping skills, clear communication, consistent self-care, hardiness, healthy relationship and ability to focus all of which allow one to thrive in today’s municipal environment. Delegates will learn how to apply these to their office environment to build healthy and productive work teams. During this session you will: • Become familiar with signs of work-related overload • Learn that stress is real and how to be intentional in managing it well to achieve mental wellness • Explore benefits and drawbacks of technological advances • Discuss struggles in achieving balance while retaining a high level of productivity • Learn effective ways to build & maintain “margin” and to keep important things important Free Things to Do While in Omaha… Bemis Center for Contemporary Arts Seasoned artists and up-and-coming talent create remarkable works in edgy, creative atmosphere. 32 2:15 p.m. – 5:00 p.m. Meeting Room 213 & 214 Lions, Tigers and Mayors Oh My: Dealing with Difficult Elected Officials n Marché Fleming-Randle, Ph.D. Assistant Dean, Fairmount College of Liberal Arts and Sciences Wichita State University, Wichita, KS Scanner: Linda Cech, City Clerk, Clarkson, NE Lions, Tigers and Mayors - They’re everywhere! We’ve all worked with them or served on a board or committee with them. The truth is that dealing with difficult officials can make our lives miserable and negatively impact our communities if we aren’t equipped with the tools needed to cope with them. Come learn how to be flexible enough to deal with flying monkeys, but remain strong and respected while maintaining your relationships and your job. Join Dr. Shay as you follow the yellow brick road and map out a plan for strategy for dealing with difficult elected and appointed officials in your municipality! During this session you will learn how to: • Be brave like the Lion and keep calm when tempers start to flare • Take it like the Scarecrow and turn an irritable person into a pleasant one with a little heart • Take a page from the Tin Man and smartly decline requests in ways that minimize conflict • De-escalate any disagreement and make it a win-win for everyone with a click of your heels Concurrent Education Session 2:15 p.m. – 5:00 p.m. Offsite Program The Redevelopment and Revitalization of Historic Omaha n James Thele Planning Department Director, Omaha, NE The Education Department is proud to present the new offsite, concurrent education experience that will taking place at the 70th IIMC Annual Conference. This program will give preregistered delegates the opportunity to get out and see all that Omaha has to offer. This new program will focus on the neighborhood redevelopment and revitalization of Omaha and the hard work that the city has put in to preserve the oldest parts of town. Omaha has IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Tuesday, May 24, 2016 (continued) been working on transforming its downtown area for decades and has been deemed one of the more successful downtown revitalization scenes in the entire country. Omaha has strived to break the cycle of poverty and community deterioration by facilitating the creation of healthy, sustainable, mixed-income communities complete with thriving schools, recreational facilities, and other amenities that will attract new public and private investment to Omaha. IIMC has recruited the help of “Ollie the Trolley” to transport 85 delegates from the convention center to the North and South Omaha areas to experience the revitalization and redevelopment first hand. The Omaha Planning Department will be onboard the trolley to facilitate the discussion and ensure that the experience begins the second you pull away from the convention center. Ollie the Trolley will return the delegates to the convention center immediately following the session. NOTE: Delegates must be pre-registered for this session and have submitted the additional registration fee. No onsite registrations will be accepted for this program. All Conference Event 7:00 p.m. – 10:00 p.m. Ballroom A & B From Groovy to Far Out to Let’s Boogie and Disco -- IIMC Celebrates Its 70th Anniversary with a ‘70s Theme Party. That’s right, if you were glued to the TV watching “The Brady Bunch,” “All in the Family,” and “American Bandstand,” and you were reading “Tiger Beat,” “16,” and “Creem,” while you were wearing bell bottom Levi’s, Lees and Wranglers, pull up a bean bag on the shag rug, crank up the lava lamp and stick around. Or, if you traded in your bell-bottoms for that nice leisure suit, platform shoes and a few dozen gold chains around your neck, IIMC will have something for you, too. And, ladies, time to bring back the shag hairdo, the Farrah Fawcet look, the BeeGees, KC and the Sunshine Band, and strobe lights. The evening will feature live music from Bill Wakefield and Random, a costume contest, sumptuous fare, and dancing all in ‘70s style ambiance. Attendees are encouraged to wear clothes reflective of that era. Those who purchased an MCEF tie-dyed T-shirt are also encouraged to wear the T-shirt all day long. SPECIAL PRIZE – Emerald Level Sponsor Onbase by Hyland will be sponsoring “best costume” with the winner receiving a complimentary registration to the 2017 Conference in Montreal, Canada. WHEN: Tuesday, May 24, 2016 WHERE: CenturyLink Convention Center TIME: 7 p.m. to 10 p.m. ATTIRE: 1970s attire Sponsors: Premier Level: Laserfiche • Municipal Code Emerald Level: American Legal • General Code Granicus • Onbase by Hyland • PrimeGov IIMC Celebrating 70 Years 33 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Wednesday, May 25, 2016 IIMC thanks the Municipal Clerks Education Foundation, and IIMC Sponsors for their contributions toward the Conference education program and speakers. Unless Otherwise noted, Annual Business Meeting, Annual Banquet, Concurrent Education Sessions, and IIMC Registration/Cashier are in the CenturyLink Convention Center – level two. This session will share insight into their innovative programs as we learn to make get our groove on by making small changes, taking risks, challenging the status quo and keeping our eyes on the horizon. IIMC Annual Business Meeting/Delegate Breakfast 6:45 a.m. – 7:30 a.m. - Breakfast 7:30 a.m. – 9:30 a.m. - ABM CenturyLink Center – Ballroom A & B This morning’s business meeting will begin promptly at 7:30 a.m., immediately following breakfast. The meeting will cover the proposed Amendments to the IIMC Constitution, the year end 2015 financials, swearing in of newly elected Board of Directors and Officers, Proclamations, and the 2017 Conference invitation. Concurrent Education Session 9:45 a.m. - 12:30 p.m. Meeting Room 204 Public Expression: The First Amendment and Your Public Meeting n Connie Deford, CMC Concurrent Education Session 9:45 a.m. - 12:30 p.m. Meeting Room 203 Innovative Connections: Finding Your Municipal Clerk Groove n Amber Ames, MMC n Michael Brown City Clerk, Long Beach, CA n Jessie Carpenter, CMC City Manager, Hillsboro, OR City Clerk, Takoma Park, MD n Al Vacanti, CMC City Administrator/Clerk/Treasurer Wisner, NE Scanner: Chaz Schumacher, VillageClerk, Pewaukee, WI Looking for a little inspiration? Look no further! This innovative session will be led by a panel of IIMC members who will share how their forward thinking municipalities are actively cultivating the skills of innovation in order to bring more fun, information and awareness to the council, employees and the citizens in which they serve. Highlighted programs will include the following: • Connecting employees through a creative space called the “Groove Room” and through the “What We Believe Project” • Connecting youth to local government through Youth Advisory Councils, voter registration drives and mock elections at local high schools as well as job shadowing programs • Connecting the community to the electoral process by extending the right to vote to 16/17 year olds, allowing candidates access to multi-apartment facilities and offering same day voter registration 34 Retired City Clerk and IIMC Parliamentarian Bay City, MI Convener: Rodney Greene, MMC, City Clerk, Evanston, IL Scanner: Allison Dispense, Town Clerk, Pomfret, NY A citizen feels strongly about an issue in the community… n Maria de La Luz Garcia City Recorder, Hillsboro, OR He or she attends a council meeting to voice those concerns… Unfortunately, the powers that be prohibit the citizen from addressing the controversial topic. Have the citizen’s First Amendment rights been violated? Such a scenario is not a product of a healthy imagination. It is a daily reality for countless municipalities across the nation and the Municipal Clerk is often looked to for advice and direction during that public meeting. Sometimes government officials need to silence disruptive citizens to prohibit endless repetition. However, other times the officials may be squelching citizen speech because they want to suppress the message. Join IIMC’s Parliamentarian, Connie Deford, for this session that will: • Discuss the rules and circumstances governing the regulation of citizen speech • Discuss how to deal with disruptive behavior • Survey delegate knowledge of their state’s requirements and restrictions • Increase understanding of rights guaranteed under the First Amendment to the U.S. Constitution • Provide possible language for rules regarding public participation IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Wednesday, May 25, 2016 (continued) Concurrent Education Session 9:45 a.m. - 12:30 p.m. Meeting Room 205 Transparency & Accessibility: Making Local Governments More Efficient n Dan Foster General Manager, General Code, Rochester, NY Convener: Shawneen Muscoby, Legislative Coordinator, Calgary, AB, Canada Scanner: Dawn Gall, Village Clerk, Howells, NE Municipal governments face many challenges today. You must meet State & County regulations, be responsive to your constituents and other stakeholders, and be fiscally responsible. There is an increasing push to adapt 21st century technology. However, today’s latest software solutions can help you drastically improve transparency and accessibility issues while saving money. Process automation can aid with FOIL requests, contract management, Human Resources processes, and compliance tracking, just to name a few. This session will cover: • The rapid evolution of technology and its affect on municipal government • The latest in best-practices • The need to address Privacy and Security issues, which are increasingly prevalent in technology-related systems • The acceleration of required access to information • Real-world examples of municipalities who are using technology not just for transparency but for improving the relationships between its employees and citizens Concurrent Education Session 9:45 a.m. - 12:30 p.m. Meeting Rooms 206 & 207 Deceptively Simple, Surprisingly Complex: Writing Effective Job Descriptions n Ethel Williams, Ph.D. Director of the School of Public Administration University of Nebraska at Omaha, Omaha, NE Convener: Debra Volk, CMC, City Clerk, Senoia, GA Scanner: Linda Welsher, CMC, City Clerk/Treasurer, Fort Calhoun, NE Many HR professionals consider writing job descriptions a waste of time. “Who has time for this? What’s in it for me? I’ve got more important things to do.” As a municipal employee, you must shift your way of thinking about writing job descriptions, and keeping them updated. Job descriptions are essential. They are one of the most important pieces of documentation a municipality must have because they prevent lawsuits and increase productivity. In addition, they clarify and enhance communication between employer and employee, and they are critical in supporting nearly every employment action, including hiring, compensation, promotion, discipline, and termination. A good job description functions as a foundation for developing interview questions, carrying out performance evaluations, setting goals, salary increases, and growth paths. Having the right people in the right positions performing their responsibilities correctly is vital to a municipality’s success. Everyone knows that job descriptions take time to create. But, when in doubt ask yourself this - “Can you afford not to make time?” During this session you will: • Learn about the four critical job description components • Understand the importance of creating the right job description in order to hire the right person • Receive a step by step guide to assist you with writing and revising job descriptions for your municipality Concurrent Education Session 9:45 a.m. - 12:30 p.m. Meeting Rooms 208 & 209 Managing Up: What Is It and Why Is Everyone Talking About It? n Kathleen Novak Institute Director, Regis University, Northglenn, CO Convener: Kittie Kopitke, MMC, Village Clerk/Collector, Streamwood, IL Scanner: Teja Peeples, City Clerk, Margaret, AL Bless their heart, your manager tries. They (most likely?) have so much on their plate that it’s only natural for the whole “manage my employees” thing to slip between the cracks in their calendar. Surely, you must have simply missed those meeting invites to discuss their specific expectations of you and your job priorities. There’s definitely a to-do somewhere on their whiteboard to discuss your role within the department and hash out your ideas for its strategy…. Sound familiar? If it does, it’s time to take charge of your career and learn to manage up! Your relationship with your manager is likely the most important relationship you have at work. A good manager can moti- IIMC Celebrating 70 Years 35 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Wednesday, May 25, 2016 (continued) vate you to perform, improve your work life and job satisfaction and help you advance in your career. This type of relationship requires good communication and attention. Without properly managing your relationship with your boss, you put your own development and success at risk. During this session you will learn: • Why the phrase “managing up” is more than a trendy buzzword and what it actually means • Even more importantly, you will learn what it doesn’t mean • Why trust is so important • Understand how to create an exchange and achieve a productive relationship that is mutually beneficial for both of you Concurrent Education Session 9:45 a.m. - 12:30 p.m. Meeting Rooms 210 & 211 Understanding Your Community Culture: Ditching the Cookie Cutter Mentality n Patrick McNamara, Ph.D. Director of International Studies University of Nebraska at Omaha, Omaha, NE Convener: Cheryl Saathoff, City Clerk/Treasurer, Franklin, NE Scanner: Tami Comte, MMC, Deputy City Clerk, David City, NE How communities are governed is strongly linked to the culture of the community itself. Community Culture is the shared set of beliefs, expectations, values, desires and rituals that influence the ways in which individuals, groups, and teams will interact with one another and collaborate to achieve common objectives. Ideally, communities are organized to accomplish collectively agreed upon goals. It is becoming evident that in order to build communities that are successful at improving conditions and resolving problems, we as municipal clerks and leaders, must take the time to understand the community in which we serve by becoming familiar with its people, its issues, and its history. You don’t want to shoehorn your particular municipality into a model that just doesn’t fit. What works for New Mexico may not work for New York and what works for New York may not work for New Delhi…. If you work to define what your community culture should look like, then you are better able to attain the ideal community culture for your municipality, not just any municipality. • Understand why a cookie-cutter approach is not effective given the uniqueness of each community • Discuss particular strategies for how to best identify and collaborate with the people who will be able to move decisions forward • Create a forum for dialogue and wisdom sharing among colleagues from around the globe Concurrent Education Session 9:45 a.m. - 12:30 p.m. Alone Together: Communicating in the 21st Century n Jane Anne Long, Ed.D. Director of Professional Development International Institute of Municipal Clerks Rancho Cucamonga, CA Convener: Stephanie Kelly, MMC, City Clerk, Charlotte, NC Scanner: Yvonne Williams, Deputy City Clerk, Marietta, GA Has your phone become an extension of your body? How many times a day do you check e-mail, Facebook, Twitter, LinkedIn, news, weather, traffic…and the list goes on? Is the light on your phone the last thing you see at night before falling asleep and the first thing you see in the morning when you wake? Over the past 20 years, since the dawn of cell phones and the Internet, technology has provided our society with a greater connectedness than ever before in the history of mankind; however, has technology become an invasion of our lives? While creating great connectedness, have advances in technology simultaneously created greater physical isolation from one another? This session with Dr. Jane Long will not only explore the above questions but will also involve participants in an exploration of both sides of this sociological discussion regarding the pace of technological change and its effect on our personal and professional lives. Together we will create a toolbox of effective communication skills to prevent social isolation and meaningfully communicate in our technologically driven world. Lunch on Your Own 12:30 p.m. – 2:15 p.m. Here is another opportunity to explore Omaha. Remember, afternoon sessions start promptly at 2:30 p.m. During this session we will: • Discuss the tools needed to analyze your own municipality’s community 36 Meeting Rooms 213 & 214 IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Wednesday, May 25, 2016 (continued) 2016/2017 IIMC Board of Directors Meeting Concurrent Education Session 12:30 p.m. – 2:15 p.m. Design and Deliver: 50 Ways to Create Efficient, Productive Meetings People Want to Attend 2:30 p.m. - 5:00 p.m. Meeting Room 216 Concurrent Education Session 2:30 p.m. - 5:00 p.m. Meeting Room 203 In The Line of Duty: When Values Clash With Responsible Service n Sarah Ray Pickard, M.S. Independent Performance Management Consultant, Basalt, CO Convener: Jackie Henderson, MMC, City Clerk/Clerk of Council, Alexandria, VA Scanner: Susan Domen, MMC, City Clerk, Lake Elsinore, CA As humans, we all have personal values, beliefs, religious backgrounds and attitudes that we have developed throughout the course of our lives. Our family, friends, community and the experiences we’ve had contribute to our sense of who we are and how we view the world. However, there may be times in our careers in which our personal values may conflict with the duties we are required to perform or services we are required to offer. What are we to do when we finds ourselves unable to adapt to the professional values or requirements of our industry? In this session, we will look at cases and examples in which public servants have refused to perform services and have been accused of infringing on the rights and lives of the people they took an oath to serve. Conscientiously denying public access to legally allowed services forces us to ask the question… What happens when one’s personal beliefs infringe on the ability to fully perform his or her job duties? The intention of this session is not to focus on any one case or situation nor to provide a process, but will allow for strong discourse for future situations that municipal clerks may experience during their careers. n Anne Steinhoff, President Steinhoff & Associates, Omaha, NE Convener: Ashley Woods, City Clerk, Leoti, KS Scanner: Diane Rauh, MMC, City Clerk, Des Moines, IA Part presentation and part hands-on learning, this highly interactive workshop will provide the ideas and tools that Municipal Clerks need to create more satisfying and successful meetings. By attending this session you will learn – and be able to apply on the job – a variety of practical tips, tools and techniques to increase meeting productivity and effectiveness. Anne Steinhoff will share lessons learned and meeting best practices acquired during her nearly 30-year career as a meeting facilitator, presenter and trainer for hundreds of groups in multiple sectors. By the end of this workshop, participants will understand and be well prepared to undertake the following activities: • Design and facilitate meetings that achieve stated objectives • Establish and maintain a positive, collegial meeting environment • Engage all participants throughout the meeting • Adjust the meeting agenda if something is not working • Accomplish more in less time • Leave the meeting with concrete next steps, accountabilities and deadlines Concurrent Education Session 2:30 p.m. - 5:00 p.m. Meeting Room 205 Technology Tools for Engaging Your Constituents n Terri Jones and Chuck Duchon About Bob… Meeting Room 204 (the bridge) 3,000 feet long, 15 feet wide $22 million to build Floats 60 feet above the Missouri River Named after former Nebraska U.S. Senator Bob Kerry on 9/28/08 210 foot tall towers makes “Bob” taller than the Leaning Tower of Pisa. Government Team, OnBase by Hyland, Westlake, OH Convener: Karen Kuznek-Reese, MMC, City Clerk, Sequim, WA Scanner: Shawneen Muscoby, Legislative Coordinator, Calgary, AB, Canada This session will explore common and emerging technology tools that clerks need to consider and deploy as you strive to meet the needs of your constituents while driving efficiency in an era of online and mobile expectations. IIMC Celebrating 70 Years 37 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Wednesday, May 25, 2016 (continued) Together we will explore emerging technologies, what are they, what are their advantages, where can they support the work of clerks and how can they enhance the service Clerks provide to their constituents. We will put these tools together to suggest how you can create a highly effective and efficient Clerk’s office that spans all responsibilities and meets the current and future needs of your community. The session will conclude with key criteria for evaluating what tools make sense for your community and what to look for and what to avoid when you invest in these tools. can be taken to plug potential talent drains in cities due to retirements, the lack of sufficient skills for promotions, etc. This session will leave you with an understanding of the technology building blocks for an automated, online, mobile and self-service clerk’s office. In addition, it will help attendees sort through the options available to them so they can select tools and invest public dollars in solutions that can maximize functionality and sustainability while meeting the legal responsibilities of clerks. Assistant City Clerk, Sacramento, CA Convener: Eric Arduini, CMC, City Clerk, Rock Falls, IL Scanner: Mary Lou Ritter, CMC, City Clerk/Treasurer, Lyons, NE Concurrent Education Session More and more records are “born” digital, many never printed. Born-digital materials are those that began life on a computer, rather than as digitized surrogates of real-world artifacts. Municipal Clerks and Record Managers must be prepared to preserve and maintain these types of records as the world produces more and more born-digital material. The volume and complexity of this reality challenges us to think creatively about its capture, organization, long-term preservation and usability. 2:30 p.m. - 5:00 p.m. Meeting Rooms 206 & 207 From Succession Planning to Succession Doing: Simple Steps to Developing and Implementing a Succession Plan n Ethel Williams, Ph.D. Director of the School of Public Administration University of Nebraska at Omaha, Omaha, NE Convener: Raquel Felzien, Deputy City Clerk, Franklin, NE Scanner: Kimberly Neiman, MMC, Village Clerk/Treasurer, Pilger, NE The future is always uncertain. Would you have a qualified employee ready to step up into a management position if the spot suddenly vacated due to early retirement, accident, or long-term illness? Many municipalities are tackling those uncertainties by implementing succession plans or programs that increase employees’ awareness about their municipality’s workings. Is your municipality prepared? Succession planning is an ongoing process of systematically identifying, assessing, and developing talent to ensure leadership continuity for all key positions. It involves the identification and tracking of high potential employees. It also establishes a process that recruits employees, develops their skills and abilities, and prepares them for advancement, while retaining them to ensure a return on the organization’s training investment. It ensures that there are highly qualified people in all positions, not just today, but tomorrow, next year, and five years from now. After this session participants will receive a manual for future use that provides a step-by-step analysis and description of succession planning and highlights additional approaches that 38 Concurrent Education Session 2:30 p.m. - 5:00 p.m. Meeting Rooms 208 & 209 The Future is Now: Demystifying “Born-Digital” Records (N) n Wendy Klock-Johnson, CMC Today, records are far more than just a piece of paper in a file. Blogs, tweets, avatars, Facebook pages and Google Docs. Digital photos, PDFs, web content, music, videos streamed online and eBooks. This session is designed to discuss: • The definition of born digital documents including characteristics, challenges and benefits • How to expand your records management program to include born-digital records • Born-digital filing & retention systems • How to incorporate digital signature programs • Steps to ensure that your born-digital records will be accessible through the years even as software versions change Concurrent Education Session 2:30 p.m. - 5:00 p.m. Meeting Rooms 210 & 211 Open Data and the Municipal Clerk: Embracing the Ideas Behind the DATA Act n Richard Drew, CEO Prime Government Solutions, Orem, UT Convener: Janice Almy, MMC, City Clerk, Sand Springs, OK Scanner: Mary Johnston, MMC, Clerk of Council/Records Manager IIMC Region V Director, Westerville, OH IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Wednesday, May 25, 2016 (continued) On May 9, 2014 President Barack Obama signed the Digital Accountability and Transparency Act (DATA Act), Public Law No. 113-101, which had been passed unanimously by both the House of Representatives and the Senate. The laser focus on implementing the DATA Act and creating standards has heightened the awareness about the importance of transparency on a state and local level. The DATA Act foreshadows top-down reforms that will require municipalities to find new and better ways to track and report on public data. This session will discuss what the DATA act means for municipal government and go into detail on the following: • How transparency is affecting the role of the municipal clerk • How and why simply posting agendas/minutes or video of a public meeting is no longer the transparency standard • How and why records requests may become a thing of the past. • The need for a plan to deal with open data • Cost efficient options for open data Concurrent Education Session 2:30 p.m. - 5:00 p.m. Meeting Rooms 213 & 214 Active Killers: The Cost of Waiting Sandy Hook Elementary School Aurora, Colorado, Virginia Tech Columbine High School Active Shooter or Active Killer incidents are headline stories and human tragedies—seemingly random, seemingly unpreventable. Active Killer incidents trouble us all, but municipalities in particular, need to have an Active Killer Emergency Plan and Policy in place ensuring that the staff receives the training they need to enhance survival skills and preparedness abilities. Because active killer situations are often unpredictable, evolve quickly, and are over within 10 to 15 minutes before law enforcement arrives on the scene, individuals must be prepared both mentally and physically to deal with an active killer situation. IIMC aims to shed light on the “It Won’t Happen To Me” mentality and change the way municipal employees think about armed intruders. Our vision is for all Municipal Clerks to have the skills and knowledge needed to respond when shots are fired and this session is just the start. Join the Omaha Police Department for this interactive session designed to help you create a plan to take back and put into place within your municipality. ANNUAL RECEPTION n Robert Wondra 6:00 p.m. – 7:00 p.m. Police Sergeant Omaha Police Department, Omaha, NE Convener: Sally Oglesby, MMC, City Clerk, Crossville, TN Scanner: Wendy Heffner, MMC, City Clerk, Littleton, CO CenturyLink Center – Pre-function Area ANNUAL BANQUET 7:00 p.m. – 8:45 p.m. 9:00 p.m. – Live Entertainment – CenturyLink Center - Ballroom A & B October 1, 2015 - 10 people were killed and another 7 were injured after a 26 year old gunman opened fire in a classroom at Umqua Community College in Oregon. Come celebrate the highlights of our 70th Anniversary conference week, as the annual banquet is a fitting end to say goodbye to your friends and reflect on your Conference “highs.” November 13, 2015 – 130 people were killed and another 368 people were injured after suicide bombers attacked the City of Paris, France. Thanks to the 2016 Omaha Conference Host Committee, IIMC will have live entertainment, immediately following the banquet, featuring Pam and the Pearls. It’s a great way to wrap up an exciting week of education and networking. December 2, 2015 – 14 people were killed and another 22 were injured after an active shooter opened fire at the Inland Regional Center in San Bernardino, CA exactly 21 miles from IIMC headquarters. The attire for the banquet is black tie. March 22, 2016 – 31 people were killed and another 300 people were injured after suicide bombers attacked the Brussels Airport in Belgium. IIMC Celebrating 70 Years 39 Codification Services Online hosting Codification powered by MunicodeNEXT Supplementation municode LEGAL enCodePlus Zoning Solutions Government Websites Stunning mobile-friendly design Easy for citizens and staff Outstanding customer support powered by aHa! Consulting municode WEB Rich suite of features Online Payments Reduce costs Streamline all payment processing Improve operational efficiency powered by Revalocity municode PAY Traditional bill printing Municode has proudly served America’s counties and municipalities for over 65 years. We’ve done so with a tradition of providing outstanding service and cutting edge solutions for the future. That’s how we fulfill our committment to helping our country’s towns, cities, and villages realize their full potential while serving their citizens proudly. municode Connecting you and your citizens Talk to us today 800.262.2633 municode.com Welcome to Omaha, NE 40 70th IIMC Annual Conference Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education 2016 Exhibitors IIMC thanks the following companies for participating in the 2016 exhibit program. Please support IIMC’s exhibitors by visiting their booth and by using their products whenever possible. Accela Accela provides cloud-based productivity and engagement solutions to more than 2,200 government agencies worldwide. 2633 Camino Ramon, Suite 500, San Ramon, CA 94583 (925) 659-3200 Drew Baker, Business Development Executive www.accela.com Code Publishing Company Codification of ordinances, online document hosting 9410 Roosevelt Way NE, Seattle, WA 98115 (206) 527-6831 Margaret Bustion, President www.codebook.com American Legal Publishing - Sponsor Ordinance Codification, Codes On Internet, Meeting Minutes on Internet 432 Walnut Street, 12th Floor, Cincinnati, OH 45202 (800) 445-5588 – Fax (513) 763-3562 Stephen Wolf, President Ray Bollhauer, Vice President/Client Relations Rich Frommeyer, Codification Consultant Zach Mullen, Codification Consultant www.amlegal.com ClerkBase, Inc. Codification, Agenda & Minutes, Boards & Commission Management, Document Management 2220 Plainfield Pike, Cranston, RI 02921 (401) 727-1567 Jay Rosenfield, President Herb Myers, Vice President Sales Steve Adler, Vice President Technology www.clerkbase.com BoardDocs Board management solutions – Save Time – Save Money 519 Johnson Ferry Rd, Marietta, GA 30068 (800) 407-0141 Tom Duncan, VP Sales www.boarddocs.com Creative Displays, Inc. Commercial Christmas lighting and displays supplier 16210 Fostor Street, Stilwell, KS 66085 (913) 402-9617 – Fax (913) 402-8487 Paul Sessel, President www.creativedisplays.com IIMC Staff - 2016 Denice Cox Maria Miranda Tammy Storrie Janis Daudt Janet Pantaleon Connie Parker, CPA Office Manager Administrative Coordinator Director of Member Services Finance Specialist Ashley DiBlasi Certification Manager Jane Anne Long, Ed.D. Member Services Representative Finance Chris Shalby Executive Director Sharon Ozimek Your Event Solutions - YES! Kellie Siggson Event Management Education Assistant Director of Professional Development IIMC Celebrating 70 Years Doug Griffith Technical Support 41 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Exhibitors (continued) Dominion Voting Voting and election systems vendor 1201 18th Street, #210, Denver, CO 80202 (866) 654-8683 Dana LaTour, Regional Sales Manager Gia Costantiello, Regional Director of Sales www.dominionvoting.com Election Systems & Software Voting equipment and software and election management services 11208 John Galt Boulevard, Omaha, NE 68137 (877) 377-8683 - Fax (402) 970-1276 Todd Urosevich, Regonal Sales Manager Matt Nelson, SVP Sales Glenn Foote, Director of Canadian Accounts www.essvote.com Freedom Claims Management, Inc. Employee benefits specialists P.O. Box 1365, Great Bend, KS 67530 (620) 792-9151 – Fax (620) 792-3389 Julie Yarmer, President www.freedomclaimsinc.com General Code - Sponsor Delivering best–in-class codification and content management solutions 781 Elmgrove Road, Rochester, NY 14624 (585) 328-1810 – Fax (585) 328-8189 Gary Domenico, President Dan Foster, General Manager Cristina LoVerde, VP Sales Mike Perry, Account Representative www.generalcode.com GovDeals, Inc. Online Auction Service 100 Capitol Commerce Blvd., Montgomery, AL 36117 (334) 387-0532 -- Fax (334) 387-0519 Colin Bower, Upper Midwest Representative www.govdeals.com GovOffice Web Solutions Web developer for local governments 2112 Broadway NE, Suite 250, Minneapolis, MN 55413 (612) 617-5700 -- Fax (612) 617-5701 Ross Heupel, Marketing Director www.govoffice.com 42 Granicus - Sponsor Government cloud-based services to enhance transparency, efficiency and engagement 707 17th Street, Suite 4000, Denver, CO 80202 (720) 240-9586 Anita Henestrosa, Account Representative Emilie Bierschenk, Marketing Manager William Creech, Account Representative Lee Nemes, Marketing Coordinator www.granicus.com ICompass Technologies Addressing Records/Meeting, Management needs 150 Victoria Street, #300, Kamloops, BC V2C 1Z7 (778) 655-1911 Paulin Laberge, Chief Executive Officer Paul Hetherington, Chief Revenue Officer Scott Neufeld, Director of Demand Generation Nicole Pedersen, Marketing Coordinator www.icompasstech.com IIMC Education Department Certification and Education questions answered 8331 Utica Ave., Suite 200, Rancho Cucamonga, CA 91730 Jane Anne Long, Ed.D., Director Professional Development Ashley DiBlasi, Certification Manager Kellie Siggson, Education Assistant www.iimc.com IIMC International Relations Committee Exchange information and promote affiliations in Regions X and XI 8331 Utica Ave., Suite 200, Rancho Cucamonga, CA 91730 Susan Domen, MMC, Committee Chair www.iimc.com JEO Consulting Group, Inc. Full service consulting firm providing engineering, architecture, surveying and planning services 142 W. 11th Street, Wahoo, NE 68066 (402) 443-4661 – Fax (402) 443-3508 Viv Novotny, Client Development Terry Meier, Funding Specialist Quinn Texmo, Emerging Business Group Leader www.jeo.com IIMC Celebrating 70 Years Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Exhibitors (continued) JustFOIA Document Imaging, Records Management, Large Format Scanning P.O. Box 2235, Tallahassee, FL 32316-2235 (800) 262-2633 - Fax (850) 575-8852 Scott Mursten, Account Executive Kofile Preservation, Inc. Recognized leader in public records preservation and imaging One Allen Martin Drive, Essex, VT 05452 (800) 639-3027 - Fax (802) 878-0932 Dennis Curran, National Sales Manager Joe Degnan, Sales Representative Bill Stewart, Sales Representative Bob Summers, Business Development & Sales www.kofile.us Laserfiche - Sponsor With intuitive solutions for capture, electronic forms, workflow, cloud and records management, Laserfiche Enterprise Content Management transforms how organizations manage information, automate business processes and make informed decisions. 3545 Long Beach Blvd., Long Beach, CA 90807 (562) 988-1688 Melissa Henley, Director of Marketing Communications Katie Burke, Government Program Strategist Ryan Park, Software Marketing Associate Christian Preciado, Account Manager Haylee Finnerty, Trade Show Coordinator www.laserfiche.com League Association of Risk Management (LARM) Risk Management 1335 L Street, Ste. 200, Lincoln, NE 68508 (402) 742-2601 – Fax (402) 476-4089 Nate Fox, LARM Independent Agent Clint Simmons, LARM Independent Agent www.larmpool.org Municipal Clerks Education Foundation Fundraising Arm Of IIMC 8331 Utica Ave., #200, Rancho Cucamonga, CA 91730 909/944-4162 - Fax: 909/944-8545 Colleen Nicol, President Marian Karr, Treasurer www.iimc.com MCC Innovations Document Imaging, Records Management, Large Format Scanning P.O. Box 2235, Tallahassee, FL 32316-2235 (800) 262-2633 - Fax (850) 575-8852 Donny Barstow, President Victor D’Aurio, Business Analyst Russell Haddock, Territory Manager www.mccinnovations.com Municipal Code Corporation - Sponsor Codification Service, supplementation, minutes imaging, utility bill, payment processing P.O. Box 2235, Tallahassee, FL 32316 (800) 262-2633 - Fax (850) 575-8852 Eric Grant, President Dale Barstow, VP Sales Steffanie Rasmussen, Asst. VP Sales Scott Horton, Sales Representative James Bonneville, Sales Representative Stephen Hall, Sales Representative Krystal Hays, Sales Representative Phil Clairborne, IT Director www.municode.com National League of Cities NLC serves as a resoure advocate in Washington, DC for municipalitiss of all sizes across America. 1301 Pennsylvania Ave., NW, Washington, DC 20004 (202) 626-3100 - Fax (202) 626-3109 Mae Davis, NLC Staff www.nlc.org NETS Technology Services 1311 Stockwell Street, Lincoln, NE 68502 (402) 819-0294 Craig Caples, Chief Information Officer www.nebtechservices.com IIMC Celebrating 70 Years 43 Welcome to Omaha, NE • 70th IIMC Annual Conference Investing in Education Exhibitors (continued) NMPP Energy Wholesale Elec and Gas Retail Gas Services 8377 Glynoaks Drive, Lincoln, NE 68156 (402) 474-4769 – Fax (402) 474-0473 Lana Claycomb, Business Software Coordinator Nicole Kubik, Sofware Coordinator www.nmppenergy.org Prime Government Solutions – Sponsor Bilingual web-based agenda, minutes, video and public interface software 1035 Orem Blvd., Orem, UT 84058 (801) 341-1910 Richard Drew, President David Adams, Vice President Ryan Drew, Sales www.primegov.com NextRequest Modern public record request management 155 9th Street, San Francisco, CA 94103 (844) 767-8263 Reed Duecy-Gibbs, Chief Product Officer Tamara Manik-Perlman, CEO Casey Sparks, Government Partnerships www.nextrequest.com SOCS Website Solution and FES Marketing Services SOCS and FES provide easy website solutions, branding, and design 1300 O Street, Lincoln, NE 68508 (800) 850-8397 Dan Kunzman, Vice President www.socs.net www.fesmarketing.org OnBase by Hyland - Sponsor OnBase Agenda automates your legislative management process for an efficient, paperless agenda and minutes solution. 28500 Clemens Road , Westlake, OH 44145 (888) 495-2638 Terri Jones, Marketing Manager Chuck Duchar, Solutions Specialist Troy Doller, Manager, Government Solutions www.onbase.com Youth Energy Services To serve homeless and at-risk youth by providing critically needed services 2679 Farnam Street, Suite 205 (402) 345-5187 -- Fax (402) 345-6704 Allison Brown-Corson, Development Director Ashley Flater, Communication Manager Angela Heim, Volunteer Coordinator www.yesomaha.org Pinsville Custom lapel pins, keys to the city, coins, patches, logo products 4894 Lone Mountain Road, #246, Las Vegas, NV 89130 (702) 638-0123 - Fax (702) 658-1395 Scott Black, Mayor www.pinsville.com People Service, Inc. Contract operations company that operate, maintains and manages water and wastewater facilities 209 South 19th Street, Suite 555, Omaha, NE 68102 (402) 344-4800 – Fax (402) 344-4799 Chad Meyer, President Chris Gutschow, Director of Business Development Duane Grasborn, Region Manager www.peopleservice.com 44 IIMC Celebrating 70 Years 2017 IIMC Conference Montreal, Canada 2018 IIMC Conference Norfolk, VA Virginia Municipal Clerks Association 2019 IIMC Conference Birmingham, AL Alabama Municipal Clerks Association 2020 IIMC Conference St. Louis, MO Missouri Clerks Association Code of Conduct Policy Attendees, Presenters and Vendors at IIMC events are expected to comply with instructions from staff members, and are expected to conduct themselves at all times in a courteous, professional and respectful manner, refraining from language and actions that might bring discredit upon themselves, their municipalities and IIMC. Such conduct includes, but is not limited to, actions disrupting the businesslike atmosphere, harassment, discrimination, inappropriate language, failing to comply with all local, state, and federal laws, and activities that endanger self and others. Attendees, Presenters and Vendors who do not comply with this code of conduct at any event may be removed from said event and barred from attending all future IIMC sponsored or co-sponsored events. Board approved Monday, March 5, 2012 IIMC Conference Scanning Tips To ensure that you have a smooth scanning experience, please follow these simple tips! If you have any issues with your badge at any time, please visit the IIMC Registration Desk for a replacement. If you have scanning issues during a session, please see the scanning volunteer. They will have a “scanning issue sheet” on which you will write your name, municipality and the issue you are having (not sure if you scanned properly, late to the session, scanned into the wrong session, etc.). The Education Department will collect these sheets after the sessions and make any adjustments to your scanning records Be sure you scan in upon your arrival at your chosen session If you step into a session before it starts to set down your belongings before using the restroom, you will be scanned out and then back in upon your return to your seat. If you do not scan back in, you will not be given credit for the session. Breaks have been built into all sessions. You will NOT be scanned out for a presenter given break. If you take your own personal break outside of the presenter given breaks (to use the phone, restroom, coffee, etc.) you must be scanned out and back in upon your return. You have 10 minutes to return to your seat. Once the session is over and you have been dismissed, you do NOT need to scan out. You are free to go! Please let the Education Department know if you have any questions. Future Conference Locations 71st Annual Conference Montreal, Canada 72nd Annual Conference Norfolk, VA 73rd Annual Conference Birmingham, AL 74th Annual Conference St. Louis, MO Sunday, May 21 thru Wednesday, May 24, 2017 Sunday, May 20 thru Wednesday, May 23, 2018 Sunday, May 19 thru Wednesday, May 22, 2019 Sunday, May 17 thru Wednesday, 20, 2020