Northeast District Fall Educa on Forum Mys c, CTjuanitamort.weebly.com/uploads/2/5/0/0/25007503/... · welcome attendees to the 2013 Northeast District Fall Education Forum Planning

Northeast District Fall Educa on Forum September 27‐29, 2013

Mys c, CT

The Divisions of the Northeast District

welcome attendees to the

2013 Northeast District Fall Education Forum

Planning Committee

Rosemarie Kingsbury, CAP-OM and Marsha Kremzier, CAP-OM, Co-Coordinators

Karen Williams, Treasurer Angela Grabowski, CAP-OM, Program Chair

Juanita Mort, CAP-OM, Communications and PR

Vendor/Sponsor/Advertiser Committee - Cathy O’Bern, CAP, Chair Members of the Pfizer-Groton/New London Chapter, CT River Valley Chapter and Southwestern CT Chapter

Silent Auction Committee—Elizabeth White-Peters, Chair

Registration Committee— Marsha Kremzier, CAP-OM, Chair

Members of the Delaware-Maryland-District of Columbia Division

2013–2014 IAAP Board of Directors

Judith Yannarelli, CAP-OM

President Longs, SC

Antoinette Smith, CAP-OM

President-Elect St. Louis, MO

Wendy Melby, CAP-OM

Vice President Milwaukee, WI

Kristi Rotvold, CAP-OM

Secretary Fargo, ND

Dortha Gray, CAP-OM

Treasurer Houston, TX

Dawn Becker, CAP-OM

Director Canada District

Burnaby, BC

Susan Straub, CAP-OM Director

Great Lakes District Tallmadge, OH

Sharon McPherson, CAP-OM

Director Northeast District Centerville, MA

Lisa Hogan, CAP-OM

Director Northwest District

Veseli, MN

Jenny Stewart, CAP-OM Director

Southeast District Austell, GA

Karlena Rannals, CAP-OM

Immediate Past President and Director, Southwest District

San Clemente, CA

Kelly Reggio, CAP-OM Foundation of IAAP Chair

Portage, MI

Chief Executive Officer

Gerald J. "Jay" Donohue, Jr., CAE, CMP Kansas City, MO

September 27, 2013 To the attendees of the Northeast District Education Forum: Welcome to beautiful Mystic, CT! For the IAAP Board and myself, we are thrilled that the District has decided to offer this educational event for its members and guests. As some of you are aware, it’s been more than a decade since a district event was scheduled. Leave it to the great Northeast District to be the pioneers in planning and executing, “Navigate Your Career at the Northeast District Education Forum.” My personal thanks and recognition to Sharon McPherson, CAP-OM, 2012-2014 Northeast District Director and the district leaders, who volunteered to serve on the Forum Committee, while executing their leadership roles and responsibilities in other areas. How fortunate the attendees are to hear Keynote Speaker Sandra Cook, Chief Administrative Officer of the Office of Administration for the Executive Office of the President of the United States of America. If her title doesn’t impress you, it should! Her resume speaks volumes of the length and breadth of her experience. Five additional presenters are also on the agenda, providing attendees with unique educational opportunities. You’ll also meet Amy Randolph, Manager, IAAP Membership Marketing, who as a attendee, has chosen to attend in the entire event, to evaluate its value and potential for the future. Be on the lookout for Karlena Rannals, CAP-OM, immediate past board president and current Southwest District Director, and Lina Veglia, immediate past Canada District Director and current Regent for The Foundation of IAAP. Please take the time to introduce yourself. Their combined leadership and professional experience is invaluable and an asset to IAAP. As for myself, I am extremely proud of my former district as they set the leadership and educational bar at the next level. It’s my honor and pleasure to be an attendee and presenter. As IAAP embarks on its race for relevance in the realm of associations, this Forum is an example of why we are the premier association for the administrative career. Sincerely,

Judith A. Yannarelli, CAP-OM

IAAP Board of Directors, President

,

Ensuring individuals working in office and administrative professions have the opportunity to connect, learn, lead and excel.

2013–2014 IAAP Board of Directors

Judith Yannarelli, CAP-OM

President Longs, SC

Antoinette Smith, CAP-OM

President-Elect St. Louis, MO

Wendy Melby, CAP-OM

Vice President Milwaukee, WI

Kristi Rotvold, CAP-OM

Secretary Fargo, ND

Dortha Gray, CAP-OM

Treasurer Houston, TX

Dawn Becker, CAP-OM

Director Canada District

Burnaby, BC

Susan Straub, CAP-OM

Director Great Lakes District

Tallmadge, OH

Sharon McPherson, CAP-OM Director

Northeast District Centerville, MA

Lisa Hogan, CAP-OM

Director Northwest District

Veseli, MN

Jenny Stewart, CAP-OM Director

Southeast District Austell, GA

Karlena Rannals, CAP-OM

Immediate Past President and Director, Southwest District

San Clemente, CA

Kelly Reggio, CAP-OM

Foundation of IAAP Chair Portage, MI

Chief Executive Officer

Gerald J. "Jay" Donohue, Jr., CAE, CMP

Kansas City, MO

Ensuring individuals working in office and administrative professions have the opportunity to connect, learn, lead and excel.

IAAP Headquarters Office 10502 N Ambassador Drive, Ste 100 Kansas City, MO 64153-1278

Tel 816.891.6600 Fax 816.891.9118 E-mail: [email protected] Website www.iaap-hq.org

September 27, 2013 Welcome to the Northeast District Fall Education Forum! Welcome to Mystic, Connecticut -- the geographic center of our Northeast District and home to the NE District Fall Education Forum. I am extremely fortunate to extend this greeting on behalf of the Planning Committee who, with the assistance of IAAP members throughout the District, has designed an event to ensure individuals working in office and administrative professions have the opportunity to (re)connect with one another, learn a new trick or two of the trade and, hopefully, be transformed by the experiences which await! This weekend's lineup is not one to be missed...there is an opportunity to network with key vendors who support our industry and learn about their quality products and services, a variety of seminars focused on personal and professional development, and a keynote speaker straight from the Oval Office who promises to offer much insight and inspiration. And then there is Mystic -- much more than a centralized locale. I encourage you to maximize your stay here and explore to the extent you are able during any "free time." Known for the quality and variety of its tourist attractions, I am quite sure that Mystic Coast and Country has something which will appeal to just about anyone. Once again, welcome to Mystic, Connecticut and the NE District Fall Education Forum. I look forward to spending time with you. Most Sincerely,

Sharon K. McPherson, CAP-OM Director, Northeast District

Sandra K. Cook, Chief Administrative Officer of the Office ofAdministration For the Executive Office of the President

Friday Keynote Speaker – September 27, 2013

5:30 P.M.

Biography:

Sandra Cook currently serves in the Executive Office of the President as the Chief Administrative Officer for the Office of Administration. She is responsible for organizational development, human resource management, learning and development, personnel security, and design and communication services.

Prior to joining the federal government, Ms. Cook gained more than 25 years of private sector business experience in project, human capital, and finance management. She acted as a strategic business partner with executive leadership and provided management direction and leadership to ensure the delivery of high quality, cost-effective services around the globe. She held executive level positions in large administrative organizations that included information technology, finance, and human resources management.

From 2005 to 2008, Ms. Cook was Director of Human Resources at Promontory Financial Group, where she provided the human resource infrastructure of this rapidly expanding start-up global strategic financial consulting firm. She advised the CEO on all HR matters, national and international human resource issues; and she developed the company’s performance management, compensation, executive development and employee relation programs and policies. Ms. Cook provided global HR oversight when PFG opened four international offices including ensuring compliance with local laws.

As an independent consultant and as a manager at NCS Pearson from 2002 to 2004, Ms. Cook provided management, financial, and human resource consulting services to government agencies and business enterprises including providing program support of homeland security’s efforts to federalize 429 U.S. airports.

For 10 years beginning in 2002, Ms. Cook was a Vice President at American Management Systems, Inc., overseeing a multi-million dollar budget and a staff of 170 in 12 offices in the United States and Canada who were responsible for human resource management, staff development, recruitment, and staffing. Her group was recognized within AMS for its low cost infrastructure and its excellence in financial management, recruitment, and staff development.

Ms. Cook held positions at Price Waterhouse, Merrill Lynch, and MCI before joining AMS.

Ms. Cook currently resides in Washington, D.C. She received a Bachelor of Arts degree from the University of Maryland, College Park.

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Bianca M. Constance, CAP Saturday Speaker – September 28, 2013 Presentation - "Communication Across the Generations"

8:00 A.M.

Biography:

Bianca M. Constance, CAP is an experienced office professional with over 20 years’ experience, currently employed by the Securities Industry and Financial Markets Association (SIFMA).

Bianca graduated in 1981 from Virginia Commonwealth University with a BA in Music – Vocal Performance and holds two Artist’s Diplomas from the Hartt School of Music in Hartford, Connecticut.

A member of the International Association of Administrative Professionals (IAAP) since July of 2002, she has held the offices of Corresponding Secretary, Vice President and President for the New York City Chapter. In addition, Bianca has also held the office of Recording Secretary for the Inter-County Council (comprised of the Brooklyn, New York City and Queens County chapters) and served as Chair for the ICC’s Administrative Professionals Week Event for 2006 and 2007. She served as president of the New York State Division, Inc. 2009-10.

She received the 2005-2006 Distinguished Chapter President’s Award and is an IAAP Member of Excellence for 2008-09, 2009-10, 2010-11 and 2011-12. Bianca also served as International Director for the Northeast District and currently serves as the Region 5 Regent for the Foundation of IAAP.

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Catherine Ansuini Speaker – September 28, 2013 Presentation: “You Can Get There From Here”

10:15 A.M.

Biography:

Dr. Catherine G. Ansuini is professor at the State University College of New York – Buffalo State. She is a recognized keynote speaker, conference trainer, and strategic partner in promoting prevention, enhancing productivity and reducing unnecessary health related spending. Dr. Ansuini has created the “Theory of Wellativity - Charting Your Wellability!” She authored a health management certification series (CEU bearing from SUNY), authored and coordinates MAPHS Training (management approach to preventive health) for a national network of urgent and rehabilitative care medical specialists and is completing a book (working title) “You’ve ‘Gotta Be Kidding Me! Intentional Happiness- the Healing Power of Humor”.

Dr. Ansuini's textbook Health Wellness for Everyone - focuses on a general overview of the wellness concept and addresses the everyday concerns of men, women and children health issues. She has been published in numerous journals, textbooks and national disciplinary conference proceedings in association with such organizations as The American Journal of Health Promotion, National Education Association, New York State Department of Health, Adolescence, New York State AAHPERD, American Lung Association, College Student Personnel Journal, Psychology Abstracts and the Journal of Urban Issues

Dr. Ansuini’s research on health and resiliency in the elderly was presented national and focused on Perceptions of Health Among the Elderly, Resiliency in the Elite Senior Athlete and The Major Impact of Students on a College Campus. She was named "Teacher of the Year" and served as advisor to "The Outstanding Student Organization of the Year". She serves as a consultant to numerous educational, business and industrial institutions throughout the United States and Canada. She has 15 years of commercial telecommunication experience in the Buffalo-Toronto region as an on-air "Health-Wellness" consultant, hosted a weekly Cable Television program, acts as contributing talent to WNED-TV “think bright”, created a series of educational videos for local and regional health care organizations with a community health promotion series related to chronic illness and quality of life currently in production

Dr. Ansuini’s resume reflects a continuum of creativity and service as an advisor/board member and primary investigator for numerous grant-sponsored and private sector endeavors including director, National Healthy Workforce Coordinator Certification; author, Working Wellness – Prevention Programming for the Corporate Worksite; Health Promotion Advocates; Buffalo Wellfest, P2 Collaborative, WNED-TV “Think Bright Television, Hunter’s Hope Foundation, Upward Bound Math Science, National Youth Sport Program, Kids Courier, Ambassador to the Center for the Development of Human Services, and as an ongoing partner with medical practitioners in the development and the multimedia broadcast of targeted health messaging to name just a few.

Dr. Ansuini directed of the Community Health Promotion Masters Degree initiative, is past Chairman of the Health & Wellness Department at Buffalo State College, served as adjunct faculty for SUNY University at Buffalo, and was a director for the campus based Center For Worksite Health and the Team Power research consortium

Dr. Ansuini was named to Strathmore's Millennium Edition of Who's Who Among Faculty in American Colleges and Universities; twice named Teacher of the Year and awarded Advisor of the Year by USG, SUNY College @ Buffalo.

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Warren J. Rutherford Speaker – September 28, 2013 Presentation – "Managing Your Career: Achieving that Person-Future Fit."

1:30 P.M.:

Biography:

Warren J. Rutherford, is the Owner & President of The Executive Suite and the founder and President of Rutherford Advisors, Inc., the parent company of The Executive Suite, which it acquired in 2009. The company is located in Hyannis, MA and services clients internationally.

Warren is a Master Coach - expert at helping people learn what they excel at. He has over 35 years expertise in business leadership and people management – to small and medium sized businesses, government organizations, and not for profits. Warren is an accredited Associate of the Institute for Independent Business, an accredited CMT-Master Mentor, a certified Innermetrix 5th Level Coach with certifications in Axiology, DISC, Values, and a One Page® Business Plan Consultant (COPBP).

As a Franchise Coach for MatchPoint Networks he helps people make great franchise ownership decisions. As the Director of Coaching Programs for Innermetrix, Inc. he certifies coaches internationally in Innermetrix Coaching Programs and works.

He has a BA in Political Science from UMass-Amherst and an MPA in Public Organization and Management from Northeastern University.

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Judith A. Yannarelli, CAP-OM IAAP 2013-2014 International President

Sunday Speaker – September 29, 2013 Presentation: – "Point Your Career Compass in the Right Direction"

9:00 A.M.

Biography:

Judith A. Yannarelli, CAP-OM, is an experienced office professional with over 40 years experience. Judie resides in Longs, South Carolina and is a member of the Grand Strand Chapter, South Carolina Division.

Judie graduated magna cum laude in 1992 from Montclair University with a BA in English. She has presented over 300 programs to IAAP members, chapters and divisions over the past nineteen years.

A long-time member of the International Association of Administrative Professionals (IAAP), she attained her Certified Professional Secretary (CPS) and Certified Administrative Professional (CAP) certifications, recertifying four times.

Her awards include North Jersey Chapter IAAP’s Secretary of the Year award in 1996-97; The 2001 International President’s Spark Award; the 2005-2006 Distinguished Division President Award, and achieved the IAAP Pathways to Excellence Member of Excellence award from 2008 - 2013.

She is a past Northeast District Director; past Treasurer; Vice President and President-Elect on the IAAP International Board. As International Treasurer and Vice President, Judie automatically served as Trustee on the Retirement Trust Foundation. Judie currently serves as the 2013-2014 IAAP President.

Married to Tony, her best friend with two children, Tricia and Marc, Judie enjoys travel, reading, shopping, shoes, handbags, cooking, baking, art museums, movies, and music.

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Lisa Starkey Sunday Speaker – September 29, 2013 Presentation – “Microsoft Office Suite for the Intermediate to Advanced User”

10:30 A.M.

Biography:

Lisa Starkey is the Manager for Anne Arundel Community College’s Institutional Professional Development and Adjunct Faculty Development offices and an adjunct faculty member within the School of Business, Computing & Technical Studies.

Lisa has worked within the IT field for over 19 years, most specifically in the areas of training and development, multimedia presentations and web development. She has worked for various community colleges, government-contractors and private sector IT firms.

Lisa holds a bachelor of science degree in elementary education from Towson University, master’s of education degree from University of Maryland and various technology certifications including Microsoft and CompTIA.

Lisa has delivered presentations to local, state-wide and national conferences on technology, cyber-safety, social media, customer service and other topics. Lisa currently resides in Arnold, Maryland with her twin sons.

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GOLD Sponsor

BRONZE Sponsor

“Navigate Your Career” Northeast District Education Forum

September 27-29, 2013 Mystic Marriott Hotel

Agenda

DAY ONE: FRIDAY, SEPTEMBER 27, 2013

2:00 pm to 5:00 pm Registration and Conference check-in 3:00 pm to 5:00 pm Vendor Expo 5:15 pm – 5:30 pm Welcome

Sharon K. McPherson, CAP-OM Northeast District Director

5:30 pm – 6:30 pm KEYNOTE SPEAKER Sandra Cook, Chief Administrative Officer of the Office of Administration for the Executive Office of The President of the United States of America Event Sponsor: The Ocean House

Watch Hill, Rhode Island

1 Recertification Point

6:30 pm Networking Reception Dinner on your own

DAY TWO: SATURDAY, SEPTEMBER 28, 2013

7:00 am – 7:45 am Registration and Continental Breakfast 7:45 am – 8:00 am Opening Remarks

District Director 8:00 am – 10:00 am Bianca Constance, CAP

Communication Across the Generations 2 Recertification Points

10:00 am – 10:15 am BREAK 10:15 am – 12:15 pm Catherine Ansuini

You Can Get There From Here 2 Recertification Points 12:15 pm – 1:15 pm LUNCH

Sponsor: Judith Bowman/Protocol Consultants 1:30 pm – 4:45 pm

*15 Min Break 2:45-3:00 pm

Warren Rutherford "Managing Your Career: Achieving that Person-Future Fit"

3 Recertification Points

6:00 pm – 9:00 pm DINNER

Total of 11 Recertification Points

8:00 am – 8:45 am Continental Breakfast 8:45 am – 9:00 am Opening Remarks

District Director

9:00 am – 10:00 am Judie Yannarelli, CAP-OM IAAP International President Elect "Point Your Career Compass in the Right Direction"

1 Recertification Point

10:15 am – 10:30 am Break 10:30 am – 12:30 pm Lisa Starkey

Microsoft Office/Technology Workshop for Intermediate to Advanced Users

2 Recertification Points

12:30 pm FAREWELL Sharon K. McPherson, CAP-OM District Director

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YEAR WARRANTY on selected sharpeners11010

SILVER Sponsor

Director, Northeast Distric

With deep gratitude to the members of the Northeast District who have

worked tirelessly over the last year to make the

Northeast District Fall Education Forum an outstanding success.

2012-2013 Division Presidents 2013-2014 Division Presidents

Patricia May, CAP-OM Marsha Kremzier, CAP-OM Susan Walsh, CAP-OM Patricia Patterson, CAP-OM

Susan Sheldon, CAP-OM Karen Williams Angela Grabowski, CAP-OM Angela Grabowski, CAP-OM Juanita Mort, CAP-OM Maria Carney, CAP-TA

Northeast District Education Forum Planning Committee Rosemarie Kingsbury, CAP-OM and Marsha Kremzier, CAP-OM, Co-Coordinators

Karen Williams, Treasurer Angela Grabowski, CAP-OM, Program Chair Juanita Mort, CAP-OM, Communications and PR

Members of the Pfizer-Groton/New London Chapter, CT River Valley Chapter and Southwestern CT Chapter who served as the Vendor/Sponsor/Advertiser Committee led by Cathy O’Bern, CAP, Chair.

Elizabeth White-Peters, Chair-Silent Auction

Members of the Providence Chapter for greeting attendees as they arrived at T.F. Green Airport in Providence.

Members of the Delaware-Maryland-District of Columbia Division for serving as the Registration Committee led by Marsha Kremzier, CAP-OM.

Sharon K. McPherson, CAP-OM

Director, Northeast District

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Please feel free to contact Karen Zaretzky at [email protected] or via phone: 802.345.6667

PATRON  SPONSORS  

Bangor Area Chapter ‐Proud to be a member of IAAP's Northeast District since 2009 

Jean Bohinski, CAP‐OM, The Founda on Vice Chair, supports the NED Educa on Forum September 27‐29, 2013 

Marion Hidlay, CAP‐OM, Wyoming Valley Chapter/PA Division, proud member of IAAP since 1976 

IAAP Pfizer Collegeville Chapter ‐ Supports the NED Educa on Forum, September 27‐29, 2013 

Presque Isle Chapter ‐ Supports the NED Educa on Forum, September 27‐29, 2013 

Twin State Valley Chapter ‐ A proud member of IAAP since 1981 in the Connec cut River Valley of NH/VT. 

Wyoming Valley Chapter ‐  Supports the NED Educa on Forum, September 27‐29, 2013 

Visit online at: http://www.alloccasionlimo.com

SILVER Sponsor

NEW JERSEY DIVISION

CONGRATULATIONS TO THE

NORTHEAST DISTRICT

FOR HOSTING THE

FIRST EDUCATION FORUM

“NAVIGATE YOUR CAREER”

Thank you to the RI Airport Police Department and the RI Airport Corporation

for the Welcome Booth for our NED attendees traveling through

T.F. Green Airport.

NAVIGATE YOUR CAREER

On behalf of the

The Bermuda Chapter We wish all the attendees a successful Forum.

GOLD Sponsor