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Has a faculty, staff or student employee done something to deserve recognition?  Show your thanks with a Wildcat Family Spirit Certificate of Appreciation

 

The University of Arizona

Classified Staff 
Advisory Council

The Crossroads Conference

Taking Control of Your Future...Be Informed, Gain Knowledge!

March 16, 2007

Hilton Tucson East
7600 E Broadway Blvd, Tucson, AZ

A personal & professional development conference encompassing

 * Career * Family * Social * Education

A full day of:

Informative workshops, Excellent speakers, Networking, Good food, Vendor Fair and Door Prizes

Keynote - Robert Shelton
UA President

As always, this conference allows staff to interact with others from all levels at UA, including Dr Shelton!

Cost included: meals, workshops, vendor fair access, chair massage and door prizes!

The fun began right at registration where everyone picked up their program packets which included nametags, programs, some goodies, and a ticket to win something in this years attendees raffle.

President Eva Gonzales got things rolling with a warm welcome to all attendees and thanks for everyone who worked so hard to make this conference happen.

Attendees enjoyed breakfast and got a chance to meet folks from all over the UA.

SAC had an information table where folks could hear more about what SAC does and how they can become involved.

All our vendors were happy to see so many faces at our 2nd conference

Committee members and attendees found a lot of information available from our vendors.

The vendor fair was open with lots of great information

 and goodies too.

Attendees had plenty of time to visit the vendor area throughout the day and there was plenty of networking time built in to the schedule too.

Traci Smith gave a very informative talk on Estate planning.  One attendee said she gave him a lot to think about.

Cathy Nicholson gave a great presentation on How to Deal with Bullies in the Workplace.  An attendee said it gave her a lot of tips that she is sure to use.

Afternoon Keynote Jose Solorzano gave folks an informative presentation on SAC and how they can get involved.  We would love to have you as a new member!

And of course one of the highlights of this conference is always getting a relaxing chair massage and...

checking the raffle board to see what you won!

Crossroads Chairperson Lupita Cruz thanks everyone for all their hard work putting the second annual conference together and hopes to see you all next year.  If you have comments to add or took some pictures at the event and would like to have them added here, let us know.   You can also comment (anonymously or not) on our conference or offer suggestions for next year on SAC's website form.

 

Keynote Information

Dr. Robert N. Shelton  (Morning Keynote Speaker), President, The University of Arizona 

On July 1, 2006, Robert Shelton assumed the Presidency of the University of Arizona.  Robert is a native of Arizona and prior to returning “home” he served as Executive Vice Chancellor and Provost at the University of North Carolina, Chapel Hill (the country’s first public university).  His high-school years were in Arizona and Washington State.  Robert and Adrian, his wife of 36 years, met as undergraduates at Stanford University.  They have three adult children.  Robert’s Ph.D. degree in experimental, condensed-matter physics is from the University of California, San Diego.  In addition to his academic career, Robert has served on a variety of corporate and government boards, including the Space Telescope Institute Council that advises NASA on the Hubble Telescope. 

Jose Solorzano (Afternoon Keynote Speaker), SAC President from 2000 to 2001

Jose joined the Arizona Health Sciences Library in 1992 as a Library Specialist. He continues at the AHS Library, now as a Support Systems Analyst.  His appreciation and understanding of good leadership and the undeniable importance of networking was born at the Minority Achievement Program, which he attended in 1992 and 1995. For his participation with this group he was given a Copper Letter in 1998, a certificate of appreciation given by the Office of the Mayor.  He finished his Bachelor and Masters Degrees in Music at the University of Arizona School of Music in 1991 and 1995, and currently is working on an Information Technology Applied Science Degree at Pima College.  Jose is also the Music Ministry Director at the Oro Valley United Church, where he has worked since 1992.

Breakout Sessions

Session I (10:00-11:00)

Obtaining a Mortgage - Dawn Wharton

Unclaimed Property: Do We Have Your Money? - Don Corcoran

Estate Planning with the Living Trust - Traci Smith

Workplace Bullies and How to Overcome Them - Cathy Nicholson

Session II (11:15-12:15)

How to Energize Your Day - Nancy Rogers

Arizona State Retirement System (ASRS) Overview - Dennis Balkema

Insuring Your Home & Auto - Erin Klug

No One Rises to Low Expectations: The Home/School Partnership - Leonard Schwartz

Session III (1:30-2:30)

Arizona State Retirement System (ASRS) Overview - Rob Reff

Depression - The Brain, The Costs, The Recovery - Dave Swihart

Achieving Peak Performance - Melissa Hastings

Organized for Life - Jennifer Aviles


Obtaining a Mortgage

Most home buyers have to rely on their borrowing power to buy a house. We explain how to go about obtaining a mortgage. We begin by listing the sources of mortgage loans and explaining how to search for a lender that offers the most attractive terms on mortgage loans. We also provide a checklist that will help one shop for a loan by comparing terms being offered by different lenders and the different mortgage options facing a borrower We then look at the loan application process itself, including what to expect from a loan interview and the procedures lenders follow in determining whether or not to approve a loan. We will also mention what predatory loans look like and predatory lenders. Finally we look at some alternatives one may want to consider if a loan application is turned down.

Speaker: Dawn Wharton - Dawn is the Area Director of Education and Community Relations at the Arizona Center for Consumer Education, a division of Money Management International and its family of Consumer Credit Counseling Services agencies. Dawn is currently working on an MBA specializing in Finance, she is an NFCC Certified Consumer Credit Counselor and is certified under the Fair Credit Reporting Act. She has been with MMI for 4 years.

Unclaimed Property: Do We Have Your Money?

The Arizona Department of Revenue administers the Unclaimed Property Program which is responsible for collecting, safeguarding, and returning abandoned financial assets to missing owners. These abandoned assets have been reported to the State of Arizona by businesses throughout the United States because the owners of record had a last known address in Arizona and could not be located. In fiscal year 2006 alone, more than $69.7 Million was reported to the State as abandoned property and 18,900 claims were processed in returning $17.7 Million to rightful owners.

  • What is Unclaimed Property?

  • How does property become unclaimed?

  • Why is unclaimed property reported to the State?

  • How can I determine if I have unclaimed property?

  • How does a missing owner claim their property?

  • What becomes of property that is not claimed by an owner?

Speaker: Daniel Corcoran, Unclaimed Property Administrator - Employed at the Department of Revenue for more than 21 years, 15 years experience in the field of Unclaimed Property, served the last four years in current position as administrator of the program.

Estate Planning with the Living Trust

Today 70% of Americans die without any type of estate planning. This staggering statistic means that a majority of families deal with the expensive and time-consuming process of probate. A proper estate plan ensures that your estate goes to whom you want, in the way you desire and at the least cost. This seminar covers basic estate planning principles and options. The discussion will address the following issues: wills, living trusts and the differences between them; how living trusts are treated under federal and state law and; how living trusts can protect your heirs from probate, creditors, divorce, and lawsuits.

Speaker: Traci Smith - Ms. Smith is an associate with the law firm of Morris, Hall & Kingdom, PLLC. She is a strong advocate for helping people prepare for a comfortable, crisis-free future. Ms. Smith was born in Panama City, Florida. During her youth she lived in Massachusetts and in Florida. She earned a leadership scholarship ti Millsaps College where, with studies in Costa Rica, she received her Bachelor of Science degree cum laude with a dual major in Biology and Spanish. After studies at Florida State University and the University of Queensland in Australia, she received a Master of Science Degree in Exercise Physiology. Upon graduation from Florida State University she accepted a position at the University Medical Center in Tucson, Arizona where she worked as a cardiac rehabilitation specialist. In 2001, Ms. Smith returned to school and earned her Juris Doctor from the University of Arizona.  Ms. Smith approaches each challenge with enthusiasm and determination. She seeks a simpler, better and more effective way of doing things. She strives to make a real difference in the lives of her clients and to give them confidence and peace of mind for tomorrow.

Workplace Bullies and How to Overcome Them

Workplace bullying can include a myriad of behaviors, and this session will help participants understand what bullying is and how to appropriately respond when faced with workplace bullying or aggression. Learn some tips for dealing with aggressive and bullying behavior, while ensuring you act professionally and effectively.

  • Definitions of bullying and harassment.

  • Who bullies?

  • The effects of bullying and harassment on colleagues and the organization.

  • How to identify bullying behavior.

  • How to respond to bullying behavior.

  • Case study for discussion.

Speaker: Catherine Nicholson, SPHR, Director, HR Services@AHSC, The University of Arizona Cathy has been in HR management at the UA for over 25 years, directing a variety of areas including Employee Relations, Compensation, HR Project Management and HR-IT. Her varied experience, ability to build partnerships with campus constituencies, and her role in developing campus-wide policies uniquely qualify her to assume an HR leadership role in higher education. Cathy has served shared governance groups at the University of Arizona, including the Staff Advisory Council, as an HR liaison. Prior to her years in Tucson, she worked in HR at Penn State and Illinois State University, and has a B.S. in Management. Cathy has been actively involved in the College and University Professional Association for Human Resources at the chapter, regional levels, and national levels, and is currently a member of the Board of Directors of the Arizona Chapter of CUPA-HR and the national Strategic Long Range Planning Committee.

How to Energize Your Day - Fitness at the Workplace

Many of us spend the majority of the work day sitting at a desk, leaving little time or motivation to exercise after an exhausting day. So how can physical activity be incorporated into the time spent at work? Please join Nancy Rogers, MS, RD, nutrition and fitness counselor, as she discusses practical solutions that will help to improve your physical fitness and energy level while on the job.

Speaker: Nancy Rogers, MS, RD - Nancy has worn many hats as a Registered Dietitian in the fields of nutrition and health. After completing her Master's Degree at the University of Arizona, she worked in the areas of clinical dietetics and counseling, education, and community nutrition. She is now coordinator for the Worksite Wellness Program, part of the UA Life & Work Connections team, whose mission is to promote health of the whole person through work/life balance. Nancy and her husband are natives to Tucson, with 3 grown children. Her hobbies include horseback riding, gardening, and dancing on the 7 Pipers Scottish Country Dance Performance team

Arizona State Retirement System

  • Defined Benefit Plan (the ASRS) vs. Defined Contribution Plan – what does that mean?

  • Early and Normal Retirement explained

  • ASRS Outreach Education meetings – Getting Ready to Retire meetings and Know Your Benefits meetings

  • ASRS Facts and Figures – membership types and enrollment

  • Existing AZ legislation and proposed 2007 legislation – how it affects the ASRS membership and their benefits

  • Combining ASRS retirement benefits with Social Security benefits and investment savings.

  • Question and Answer session.

Speaker: Rob Reff - Rob is the manager of the Tucson office of the ASRS. In 1979, he graduated with High Honors from Illinois State University with a BS in Business Administration. He moved to Tucson in that same year. It was the severe winter of 1979 that convinced him to seek warmer climate of Southern Arizona. Before making the career switch to public service with the ASRS in 2000, Rob worked in the private sector for 16 years in mortgage banking and for 5 years owning and operating his own multi-line insurance agency. The home office of the ASRS is in Phoenix and has a staff of approximately 220 people. The Tucson office is the only satellite office of the ASRS and is located at 7660 E Broadway Blvd. (near the intersection of Pantano and Broadway). This office has a total staff of 9 people and they serve the ASRS membership in the 5 southern Arizona counties of Pima, Santa Cruz, Cochise, Graham and Greenlee.

Insuring Your Auto and Home

Evaluating your insurance needs, Comparison shopping, Preventing and resolving problems

Speaker: Erin Klug - Erin is the Public Information Officer at the Arizona Department of Insurance. An Arizona native and a graduate of the University of Arizona, Erin started at the Department of Insurance in 1989 investigating allegations of financial exploitation of senior citizens. She subsequently managed the Consumer Services Section and the Market Conduct Examination Division. In her current position, Erin handles the agency's consumer education and media relations.

No One Rises To Low Expectations:
The Home/School Partnership

  • The Power of Positive Parenting

  • Outside Pressures of Parenting

  • Parent Responsibilities

  • The Homework Wars

  • Discipline Techniques That Work

  • Becoming a Partner With Your Child's School

  • Ongoing Parent/Teacher Relationships

Speaker: Leonard J. Schwartz - Dr. Schwartz has over twenty-one years of successful experience in middle school, junior high and senior education as a teacher, assistant principal and principal. He received his Master of Arts Degree in Secondary School Administration at the University of St. Thomas and his Doctor of Philosophy in Secondary School Administration at the University of Minnesota. He was the Hastings Middle School (Hastings, Minnesota) principal from 1974 to 1993. In 2001 he was named as one of the MetLife top 100 Principals in the United States. Currently he is a volunteer citizenship teacher for the Pima Community College Adult Education Program, a board member of the EDGE Charter School and volunteers for St. Mary's Hospital Auxiliary and at St. Odilia Catholic Church.

Depression - The Brain, The Costs, The Recovery

This presentation explains what depression is, why it can be difficult to recognize, and why it can be so debilitating. The surprising link to cardiovascular disease, leading to increasing healthcare and other costs, and what can be done about it. Includes a section on the role and types of medications.

Speaker: Dave Swihart, M.C. LPC - Dave was raised in Tucson and is a UA graduate. He got his Master of Counseling degree in 1993 and is licensed by the State of Arizona as a Professional Counselor. Prior to his employment at the UA, Dave worked for two different non-profit mental health agencies. Dave has worked in the Employee Assistance Counseling / Consultation section of UA Life & Work Connections for over 7 years. He is married and has two children.

Achieving Peak Performance

APP is based on research which suggests that the most effective people are those who understand themselves, both their strengths and weaknesses, so they can develop strategies to meet the demands of their environment.

Todays leaders must build relationships quickly, get their point across, influence others to cooperate with them, and build trust in every human interaction.

The APP seminar uses the DISC behavioral assessment. The DISC assessment provides critical information that will help you discover how to:

  • Use your personalized report to enhance your ability to lead, motivate and communicate with others

  • Recognize, understand, and appreciate others behavioral designs

  • Adapt for enhanced communication, understanding, and relationships

  • Build high performance teams

This link will allow you to complete the pre-work for the upcoming meeting.

Speaker: Melissa Hastings - Melissa joined the University of Phoenix as a Corporate and Community Liaison with University of Phoenix two years ago after supporting international businesses as a marketing professional. As a Community Liaison she is responsible for building relationships within Southern Arizona. She provides leadership development training for multiple organizations within the Southern Arizona Community. Melissa is a member of the Greater Tucson Chamber of Commerce and the Greater Tucson Leadership. She is currently attending the University of Phoenix to enhance her own professional development. She is married to her husband of 13 years and has three wonderfully challenging children who remind her what life is all about.

Organized for Life

This session will provide an outline of and background information for a "Transition Portfolio" that is designed to organize information relatives and/or friends are called upon to work with and uncover when a loved one dies or becomes seriously ill. The presentation addresses several questions, such as: Do you know where your important papers are? Do you have a list of people to contact? Do you know where the significant people in your life keep their important papers and records? If your loved ones live across the country, will they be able to manage your affairs should you become ill or die? Will you be able to manage theirs, possibly write their obituary, find sufficient funds for a surviving spouse, prepare information for an attorney for probate while still continuing to work? You will be provided with a guide to supplement the presentation.

Speaker: Jennifer Hesketh Aviles - Jennifer is a community activist and volunteer who has focused on issues ranging from education, womens and girls opportunities and rights, diversity, leadership, and social justice to long distance running. She is a graduate of Simmons College, Boston and is a trained mediator. Highlights of her career include being a successful lobbyist for the reduction of Davis-Monthan AFB traffic over the City of Tucson, an early member of the City of Tucsons Desegregation Site Committee, a member of the board of the Tucson Rape Crisis Center, the administrator of the National Running Data Center, Inc., initiator and proponent for the installation of children school crossing zones at Peter Howell and Sewell Elementary Schools on 5th Street, program coordinator senior for the University of Arizonas Commission on the Status of Women and the Diversity Action Council and a member of the University of Arizona presidential search and screening committee that led to the selection of current president Peter Likins. She chaired the organizing committee of UAs annual Daughters on Campus Day for three years, bringing the local event to national prominence and incorporating financial aid and housing information for junior and senior high school girls. Her background includes more than 16 years of diverse cross-cultural experience acquired through living in Colombia, India, the Philippines, Australia and Japan as well as spending an extended period in France. Following her retirement from the UA, she has served as co-chair of the executive committee of the Womens Plaza of Honor and chair of the Plazas Design and Construction Committee, vice president of the UAs Women Studies Advisory Council, board member of Greater Tucson Leadership, and chair and board member of the UAs Center for Student Involvement and Leadership. Jennifer is a recipient of the Greater Tucson Leadership Kurth Award (2002), the Tucson YWCA Woman on the Move Award (1998), UA Award for Excellence (1994) and Womens Long Distance Running Committee of USAT&F Outstanding Contributor Award (1985).

Acknowledgements

Special acknowledgement goes to the Conference Planning Committee Members for all the hours put into making this conference a reality. Your job is exemplary. Thank you:  Lupita Cruz, Grace Aranda, Lauren Bivona, Barbara Foster, Eva Gonzales, Lupe Jacobo, Randy Livingston, Jean Mason, Marcy Remington, Ana Rodriguez, Lilian Schwartz, Ruth Szabo, Claire Tapia

Thanks to Maritza Wright for designing the online registration site for the conference.   Her work made registration an easy process for everyone.

 Thanks to Ana and all the staff at the  Hilton East for their support and help with the logistics of this conference.

Again, thanks to all our speakers who so willingly shared their time and expertise so that all of us could learn how to better balance our lives.  Thank you to President Shelton for his support of our classified personnel and Staff Advisory Council at the University of Arizona.

A special thank you to all our University staff members who attended our conference today and supported our organization.  Without you, this conference would not be possible.  We hope you have enjoyed our conference and our speakers and we look forward to seeing you next year. 

Thanks to our vendors and those who donated gifts.  Without your support, this would not have been possible:

 AmeriSuites
  Arizona State Savings & Credit Union
Arizona Imprintables, Inc.
BeautiControl
Cartridge World/Tucson
Clarion Hotel-Randolph Park
  Embassy Suites Hotels at the Airport
 Enterprise Rent-A-Car
 Inn Suites Hotel, Tucson City CTR
   Legend Equities Corp
 Lodge on the Desert
Marriott - Residence Inn
 Randolph Park Hotel & Suites
 Sheraton Four Points
Sheraton Tucson Hotel & Suites
 Sunrise Silkscreen Inc
 Viscount Suite Hotel

 


Maintained by
Communications Committee
SAC Tel: (520) 621-3931