Upstate Total Rewards Association Meeting – ESL Federal Credit Union Tuesday, July 27, 2010 9:15 am – 11:30 am Agenda 9:15 – 9:25 9:25 – 9:35 9:35 – 9:45 9:45 – 11:15 11:15 – 11:30 11:30 – 2:00 Welcome and Introductions Committee Updates Company Profile Guest Speaker – Debbie Boutilier, M & T Bank Questions/Networking Networking Lunch from Dinosaur Bar-B-Que Events Committee Update Co-Chairs Bob Lampka, HSBC Robert.w.lampka@us.hsbc.com, 716-841-7648 Denise Martin, Kaleida Health dmartin@kaleidahealth.org, 716-859-8588 Executive Committee Update • Developing Audit Committee (one volunteer to date) • Setting up relationships with UB and RIT for speaking and educational opportunities and garnering interest in the field (three volunteers to date) Events Committee Update • WorldatWork certification course C12 Variable Pay held in May in Niagara Falls • 15 individuals took course; 11 from UTRA and one individual each from Rochester, St. Louis, Erie and Wausau • Seven signed up so far for September course C17 Market Pricing Events Committee Update • 2011 courses approved: T4 Strategic Communications in Total Rewards in May and C1 Regulatory Environments for Compensation Progress in September • Networking lunch implemented at April meeting successful; today’s luncheon is first in the Rochester area • October meeting host in the Buffalo area is needed: topic to be determined Membership/Treasury Committee Update Co-Chairs Veronica Gorski, FedEx Veronica_Gorski@ftn.fedex.com, 716-879-1048 Lisa McLaughlin, ESL lmclaughlin@esl.org, 585-336-1354 Membership/Treasury Committee Update As of July 27th, 2010 we have: •37 professional members (up by 59% from April) •74 additional are on our mailing list •Total list almost equally split between Buffalo and Rochester •Total membership/mailing list represents 56 companies Membership/Treasury Committee Update •Non-Member fees implemented with today’s meeting Membership/Treasury Committee Update Treasury Statistics: 3/31/10 – balance $3,534.24 06/30/10 – balance $8,775.19 Difference due to payment from WorldatWork for May course; paid membership fees and April meeting fees Communications/Web Design Committee Update Co-Chairs Chuck Brown, Gibraltar cbrown@gibraltar1.com, 716-826-6500 x3282 Rose Sweeney, Rich Products rsweeney@rich.com, 716-878-8065 Communications/Web Design Committee Update • Our focus continues to be keeping our website current and sharing relevant information with members. • We are exploring options for creating a Members-only section on our website working within the constraints of Yahoo Small Business tools Communications/Web Design Committee Update • We are looking for: • Individuals who are interested in being Champions for the Upstate Total Rewards Association Group that is a part of WorldatWork’s on-line community • Content for our website – Contact Chuck or Rose if interested Communications/Web Design Committee Update • Check www.upstatetotalrewards.org for: – – – – Job postings for total rewards positions Information about upcoming events Membership/Volunteer Opportunities Archived material from previous meetings Company Profile ESL Federal Credit Union Company Profile • Headquartered in Rochester, NY • 20 Branches and 39 ATM’s in greater Rochester area. Branches in Batavia and Geneseo scheduled to open in late 2010 • $3.9 billion financial institution, serving more than 300,000 members worldwide • Largest credit union in NYS and ranked in top10% of national credit unions (by assets) Company Profile • 624 employees • People and Organization Development (POD): – – – – Rewards & Recognition Team – 5 Talent Management Team – 4 Employee Communication Team – 3 Training Team - 6 Company History • George Eastman founded Eastman Savings and Loan Association (ES&L) in 1920 • On February 1, 1996, ESL made history by becoming the first mutual savings and loan association to convert to a federal credit union • Today, ESL Federal Credit Union is chartered, regulated, supervised, and insured by the National Credit Union Administration Company Info. Key differences between a Credit Union and a Bank: Credit Union Bank Owned by members. Owned by stockholders. Members may vote on credit union issues. Only stockholders may vote on bank issues. Members may attend annual meeting. Only stockholders may attend annual meeting. Earnings are returned to members. Earnings are distributed to stockholders. Company Strategy • Mission Statement – To meet the financial service needs of ESL customers. • Core Values: – – – – – Integrity Caring about people Accountability Initiative Teamwork Recent Successes • Company – New Headquarters!! – Implemented Core Banking System – Business Banking • Rewards and Recognition Team – Redesign of Retirement Program – Redesign of Performance Management Program – Redesign of Profit Sharing Plan Guest Speaker Debbie Boutilier M & T Bank Generational Differences in the Workplace Questions for the group? Thank you for your continued participation and support