WI SHRM 2019
State Conference
October 16th - 18th, 2019
Kalahari Resort, Wisconsin Dells, WI
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2019 State Preconference Speakers
Patrick Carpenter & Shawn Burcham
Dr. Shelton Goode & Cathy Jacobson
Bob Gregg, Jennifer Mirus, Brian Goodman
Wednesday, October 16, 2019 – Patrick Carpenter and Shawn Burcham
1:00 – 4:30 p.m.
"Financial Literacy in the Workplace"
Patrick Carpenter, President of GRITT Business Coaching will present a highly engaging workshop on wholistic ways to engage with your work force. This workshop will be based on the recently released Forbes published book, Keeping Score with GRITT by CEO Shawn Burcham, and include some content from Patrick’s upcoming book, Bring the Heat. This session will teach attendees valuable and tangible strategies for using scorecards, financial literacy, intensive education and positive phycology to directly increase employee engagement. Learn from real world examples from Patrick’s work with hundreds of companies spanning 30 years in business and coaching. Find out what worked and what didn’t work in this high energy workshop.
Patrick’s 30-year career includes senior management positions with two global fortune 100 companies and international business assignments in Canada, Brazil, Mexico and the UK where he opened offices and launched new products. Patrick also co-owned his own medical business which he grew from $1 million in revenue to over $12 million in revenue in 4 years.
As senior leader, he has served both large companies and small. During his career he has developed over $300 million dollars in new business. He has worked with companies such as McKesson, Johnson & Johnson, TYCO, 3M, Novartis, Kiolbassa, and New Belgium as well as public institutions such as John Hopkins University, Kansas University and the Mayo Clinic. During one three-year assignment with Omron Healthcare, Patrick led the professional medical group to acquire the American Heart Association endorsement for a new blood pressure monitor. This endorsement led to Omron gaining retail business with the top retail pharmacies in the world. Patrick also spent personal time to advance awareness in Hypertension working with leaders from AHA and the World Health Organization.
Patrick is on the Vistage speaker’s circuit and is a regular speaker at NCEO. Patrick is known for his unwavering commitment to client experience and positive long-lasting relationships.
Patrick is the son of the late Jill Carpenter, who helped to pioneer the concept of Open Book Management, co-authoring two books, The Power of Open-Book Management and The Field Book of Open-Book Management.
Patrick spent 10 years with SRC, the birthplace of open book management, and spent 8 years as a coach and a leader and helped to grow the company in profit and sales.
Patrick’s life work is now dedicated to honoring the legacy of Jill and the thousands of employees who are just crazy enough to believe that all employees should be treated with unconditional positive regard and taught to understand the financials, reaping the rewards they helped create.
Shawn Burcham is the Founder & CEO of Pro Food Systems, Inc. (PFSbrands) which he and his wife Julie started out of their home in 1998. PFSbrands has grown to 130+ employee-owners across 18 states and is now 100% employee-owned. The company has over 1,300 branded foodservice locations across 39 states and they are best known for their Champs Chicken franchise brand which was started in 1999. The company now offers BluTaco as a franchise brand and Cooper’s Express as a license program. They also create private label food programs for many of their customers. PFSbrands works predominately with supermarkets and convenience stores across the country.
Prior to starting PFSbrands, Shawn spent 5 years with a Fortune 100 company, Mid-America Dairymen (now Dairy Farmers of America). Pioneering an intern program and a sales training program at a young age just after graduating college, he assumed a 14 state Regional Sales Manager position for the Packaged & Processed Cheese Division. He went on to spend three years as a Regional Sales Manager for a midwest Chester’s fried chicken distributor.
Shawn decided to take a major risk in quitting his job and starting a business from the ground floor in 1998. Since starting PFSbrands, Shawn has started and grown over 10 businesses while also investing in other businesses where he feels he can help owners become more successful, including the business coaching company GRITT Business Coaching.
It’s because of these varied experiences that Shawn truly believes empowering employees to think and act like owners is the recipe for success.
Shawn is passionate about helping others become more successful in work and in life. He believes in taking care of employees and providing them with opportunities where they can excel. He has a non-entitlement mentality and a straight-talk approach. He believes that all leaders need to CARE, HAVE FUN, and HOLD PEOPLE ACCOUNTABLE TO HIGH EXPECTATIONS. Shawn is a true entrepreneur that has taken the risks necessary to lead a company to double-digit growth for 20+ years.
Wednesday, October 16, 2019 – Dr. Shelton Goode and Cathy Jacobson
1:00 – 4:30 p.m.
"Inclusion from the CEO Perspective, Panel Discussion"
Front line supervisors and managers are critical to creating a culture and inclusive work environment that enable employees to be their best.
However, not all leaders have the skills necessary to accomplish this objective. The objective of this workshop is to provide participants with training on the traits of inclusive leadership and link them to corporate leadership attributes. Dr. Shelton Goode will provide hands on scenarios and opportunities for discussion and modeling. Attendees will be able to participate in discussions with one or more corporate Chief Executive Officers and peers who excel in various skills not only to create a learning opportunity but to also establish personal networks that can be used for support in the attendees’ HR practice or business. Executives will address the attendees during a moderated (fireside chat format) discussion giving personal examples and thoughts on how inclusion contributes to the success of the company. Participants will be better equipped to act as inclusion ambassadors in their respective departments and organizations.
Learning Objective 1: What does it mean to be an inclusive organization?
Learning Objective 2: How can organizations ensure they are properly prepared and trained to manage a diverse work team and create an inclusive work environment?
Learning Objective 3: What are the key strategies to manage diversity, increase inclusion, and create culture based on respect?
Catherine (Cathy) Jacobson is a senior executive with over 30 years of experience leading organizations in a variety of healthcare sectors from insurance to academic medical centers, both for-profit and not-for-profit. Cathy has a demonstrated track record of financial acumen, turnaround success, merger and acquisitions and consistent improvement in market leading performance and growth.
Cathy has served on not-for-profit and private for-profit boards often in a leadership role chairing the board or finance/audit/strategy committees and is qualified to serve on an audit committee as a financial expert.
Currently, Cathy is the President and CEO of Froedtert Health, a not-for-profit integrated delivery system with over $2B of revenue located in Milwaukee, Wisconsin. In Cathy’s seven years of leadership, she has led the organization to market leading growth and financial and operating performance significantly enhancing the local, regional and national recognition the organization. She has executed joint ventures in adjacent industries and markets encompassing over another $1B in revenue.
Prior to joining Froedtert Health, Cathy spent 22 years at Rush University Medical Center in Chicago, Illinois, a $2B academic medical center where she was responsible during her tenure for health plan finance and operations, corporate compliance and audit, and all financial functions and strategy development leaving the corporation as CFO, Treasurer and SVP of Strategic Planning. She participated as a key member of the C-suite who executed a successful financial turnaround, multiple mergers and acquisitions and sales of various companies. Cathy started her career in public accounting.
As a national healthcare leader, Cathy currently serves on the board of the Wisconsin Hospital Association formerly serving as chair and has also served on the national board of the Healthcare Financial Management Association also serving as chair. She currently serves on the board of Vizient, the largest member owned performance improvement company in healthcare and is chair of the audit committee and a member of the executive committee. Cathy previously served on the board of Mercy Health located in Cincinnati, Ohio and chaired the finance and strategy committee.
Recognized as a community leader, Cathy serves on the board of the United Way of Greater Milwaukee and Waukesha County and served as a campaign co-chair. She is also on the board of the Greater Milwaukee Metropolitan Chamber and the Greater Milwaukee Committee. She previously served on the board of the Blood Center of Wisconsin.
A number of organizations have recognized Cathy for her professional and community contributions. These include Junior Achievement of Wisconsin, Wisconsin Business Hall of Fame Distinguished Executive Award, Milwaukee Business Journal Executive of the Year Honorable Mention and Woman of Influence awards and Becker’s Hospital Review, 24 Women to Know in Healthcare and Healthcare Leadership Award.
Cathy received her Bachelor of Science degree in Accounting from Bradley University in Peoria, Illinois and her CPA from the State of Illinois. She also received an Honorary Doctor of Healthcare Leadership from the University of Wisconsin-Milwaukee. Cathy lives in Brookfield, Wisconsin with her husband, Eric. They have three young adult children.
Dr. Shelton Goode is the president and chief executive officer of Icarus Consulting, a veteran owned consulting firm that specializes in helping organizations create inclusive cultures that leverage diversity and inclusion for a competitive advantage. Icarus Consulting accomplishes this by developing strategies which enable their clients to attract, develop, and retain highly skilled talent from an emerging diverse workforce and, at the same time, enhance the engagement, knowledge, and skill of current employees.
Dr. Goode is an executive with over 20 years of experience in business and higher education. He has held executive HR and D&I positions for companies ranging in size from $500M to $11B+ and has developed or implemented talent management programs, performance management systems, sales incentive plans, labor relations strategies, and large-scale culture change initiatives. Prior to forming his own consulting firm, Dr. Goode was a HR executive at the Metropolitan Atlanta Rapid Transit Agency (MARTA), Oshkosh Corporation, Pennsylvania Power & Light (PPL), Georgia Power, Southern Company, and Alabama Power. Based on the results achieved in these positions he earned the reputation as a strategic, yet results-oriented leader.
The author of “Diversity Managers: Angels of Mercy or Barbarians at the Gate,” Dr. Goode learned the value of human resources and diversity first-hand by rolling up his sleeves and providing CEOs and senior executives with counsel, insight, resources, tools and innovative ideas that helped advanced their companies’ strategic business goals. For the last 10 years, he has focused on helping companies implement their diversity and inclusion strategy.
Because of his passion for education, Dr. Goode has used his knowledge and experience to teach and mentor others. In 1993, he was awarded the first-ever African American Doctoral Fellowship by Troy University and began teaching at the university in 1996. Since that time, he has been dedicated to helping adult learners achieve their educational goals. For example, as an Adjunct Professor at Troy University, Dr. Goode taught hundreds of students in school's master’s in public administration program.
Dr. Goode’s teaching excellence was recognized when he received the school’s prestigious Faculty Member of the Year Award in 2005. Dr. Goode leveraged his extensive teaching experience to publish his first book, “So You Think You Can Teach: A Guide for the New College Professor in Teaching Adult Learners.” He is also the founder and CEO of My ABD Network, an organization which helps students succeed in doctoral education programs.
Dr. Goode, a highly-decorated Air Force veteran, has not only served the country in time of war but also consistently served his community in time of need. In July 2011, the Supreme Court of Georgia appointed him to the State Bar Ethics Investigative Panel. He was one of only three non-lawyers serving on this prestigious panel. He chaired the Conference Board Diversity and Inclusion Leadership Council and has served on the board of numerous professional organizations such as the Atlanta Compliance and Ethics Roundtable, American Association National of Blacks in Energy, Society for Human Resource Management, and the Atlanta and Diversity Management Advocacy Group.
The National Association of African Americans in Human Resources awarded him their HR Trailblazer Award in 2012 and 2018 -- the only person selected for the award twice. In April 2013, the Technology Association of Georgia presented him with the organization's first Lifetime Diversity Achievement Award for his body of work in diversity and human resources.
He received his bachelor’s degree from Southwest Texas State University (now Texas State University) and his master’s degree in Human Resource Management from Troy University. He obtained his Doctorate in Public Administration from the University of Alabama. Dr. Shelton Goode speaks nationally on a variety of public administration, human resource, ethics and diversity topics.
Wednesday, October 16, 2019 – Bob Gregg, JD, Jennifer Mirus, JD, Brian Goodman, JD
1:00 – 4:30 p.m.
"The Annual Legal Review: Keeping Up with the Times"
HR professionals are constantly challenged to keep up with the ever-changing workplace, employment laws, and technology. This program will bring you up to speed on key recent developments in areas of importance for Wisconsin employers and provide the opportunity for questions and answers. The program will highlight three areas:
Legal Update and Lessons from the Past Year – Bob Gregg
This session will address key developments of the past year, trends and issues for the future, including:
• Recent laws and new regulations affecting your operations.
• A review of the most important Supreme Court and Wisconsin employment-related cases.
• Other significant employment law cases, including the “most unusual cases of the year.”
• Coming attractions and trends you should be ready for.
• Best practices and practical guidance.
Avoiding Legal Traps in Employee Handbooks – Brian Goodman
All experienced HR professionals understand the importance of an employee handbook. The internet and other sources all offer to provide employers with “ready-to-print” employee handbooks. However, a handbook is only effective if it fits the employer. Does your handbook account for all applicable state and local laws? Did you remember to change “doctors and nurses” to “grocery store employees” if you borrowed that policy from another place? Have you added well intentional language which bites back for additional liability? Wage language can create un-intentioned “contracts.” Have you fallen into a “policy trap”. Using a variety of real life horror stories, this program will identify the legal traps that might lurk within your employee handbooks and practical advice to avoid problems. Learn about:
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Provisions you try to apply to former employees in a handbook that no longer applies to them.
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The dangers of copying and pasting from other employers’ handbooks.
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Failing to provide sufficient discretion to deviate from policies when appropriate (how to draft for effectiveness and flexibility).
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Most common TRAPS and how to avoid them.
Avoiding Key Wage and Hour Pitfalls - Beyond the Basics – Jennifer Mirus
We all know that there are many “picky” laws in the HR arena, and wage and hour laws are no exception; FLSA, Equal Pay Act and others. Wage and hour lawsuits and awards are on the rise. This program will address key wage and hour issues and will help you spot your pay practices that may need some fine tuning. From the new salaried exemption rules, to properly calculating overtime, to training time, on call time, pay deductions and especially the newest special audit focuses of the Dept. of Labor, DWD and the courts, this program will set you on the course to avoid many of the most problematic and costly wage and hour errors.
Bob Gregg, Co-Chair of the Labor and Employment Law Practice Group at the Boardman & Clark Law Firm in Madison, Wisconsin, has been representing employers for over 30 years in a wide variety of litigation, including discrimination claims, wage and hour suits, FMLA, ADA, equal pay, employment contract and Unemployment Compensation cases. He has designed the employment handbooks and effective workplace policies and procedures for numerous private and public employers. Bob’s career has included canoe guide, carpenter, laborer, Army Sergeant, beer taster, social worker, educator, business owner, Equal Employment Opportunity officer, and employment relations attorney. Bob has conducted over 3,000 supervisory training programs throughout the United States. He is a member of the National Speakers Association, SHRM, and a national faculty member of the American Association for Access, Equity and Diversity, and serves on the Board of Directors of the Department of Defense Equal Opportunity Management Institute Foundation. Bob is an honors graduate of West Virginia University Law School.
Jennifer S. Mirus is a partner and Co-Chair of the Labor and Employment Law Practice Group at Boardman & Clark LLP in Madison, Wisconsin. Jennifer represents employers in all aspects of employment relations, including hiring, discipline and terminations, wage and hour issues, discrimination, ADA, FMLA, and harassment. Jennifer also has extensive experience negotiating and drafting employment contracts, non-compete agreements, and employee handbooks. Jennifer’s experience also includes conducting workplace investigations and human resources and management trainings for clients of all sizes. Jennifer is an honors graduate of the University of Wisconsin Law School.
Brian P. Goodman, is an attorney and a member of the labor and employment and school law practice groups of Boardman & Clark LLP. Prior to attending law school, Mr. Goodman was a music teacher in Illinois and received his Master’s degree in educational administration from Northern Illinois University. He uses his experience as an educator to assist employers and school districts on a wide range of legal issues and is a frequent presenter and writer on employment and education law matters. He graduated from the University of Wisconsin Law School, magna cum laude and was elected to the Order of the Coif. Mr. Goodman currently serves on the board of directors for the Greater Madison Area Society for Human Resource Management as the Director of Professional Development Summits.WI SHRM is committed to keeping our conference as green as possible. We make an effort to provide all information electronically. We hope to limit use of excessive paper by offering electronic conference materials such as the conference schedule, speaker information, accommodation and travel information, and more. Please consider accessing information electronically before printing. We appreciate your efforts towards keeping the conference green as well!
