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RENEW. REBUILD. RECREATE.Conference AgendaSubject to changePAGE 1
RENEW. REBUILD. RECREATE.2022 CCAC Annual ConferencePreliminary AgendaSubject to Change3.56 IIMC points currently pending approvalTuesday, April 5, 20228:00 am - 3:00 pmRegistration9:00 am – 4:00 pm CCAC Pre-Conference Concurrent SessionsAthenian Dialogue: “Grapes of Wrath” by John SteinbeckFacilitated by Ed Tywoniak, Ph.D.Muscles aching to work, minds aching to create.John Steinbeck’s riveting depiction of migrant farmers during the Great Depression in his 1939 novel “Grapes of Wrath”is the focus of this year’s CCAC Conference Athenian Dialogue facilitated by Dr. Ed Tywoniak. The premise of the AthenianLeadership Dialogue is the idea that Municipal Clerks are leaders in very profound yet subtle ways, as seen with Steinbeck’scharacters Tom Joad and Jim Casy.Participants devote 6 hours to a Dialogue and come away intellectually enriched by this communication experience. Theinterest and involvement of the participants, as well as the author’s specific focus and emphasis, require that the Dr.Tywoniack move with purpose using the language of meaning, feeling, and power.Dr. Ed Tywoniak has recently retired after a forty year career in education. He was an Associate Professor of Communicationand Chair of the department of Communication at Saint Mary’s College of California where he has served on the facultyin the School of Liberal Arts for over 30 years. Prof. Tywoniak also held the position of Faculty Fellow for Curriculum andTechnology, and Senior Research Fellow and Director of the W. M. Keck Digital Culture Research Lab.Participants can also obtain points towards their CMC and MMC certification.Advanced Academy Session: Overcoming the Change ChallengePresented by Karen Kirk, M.Ed.Over the last few years, we have experienced something new and constant: change. If you feel overwhelmed by change,you have something in common with most of the population. Change is scary; and even scarier when we don’t understandwhat needs to change. Workplace struggles are commonly rooted in change, whether the issue lies with implementing newpolicies, changes in roles, or any vast number of other internal elements. While change can often be positive, it can alsonegatively manifest itself. The bottom line is that change, in and of itself, creates tension and it takes commitment anddedication to get through it.At this year’s CCAC Conference, Karen Carswell Kirk will ask us to confront this tension with her session, “Overcoming theChange Challenge”. Karen Kirk has over 25 years of experience, advising presidents, CEO’s, directors, managers and theirteams throughout the United States and Canada. She has also developed numerous customized professional trainingprograms, keynotes and retreats; facilitated strategic planning processes; developed and refined corporate visions. Herdiverse experiences in executive management and human development give her a firm foundation in creating uniquepeople solutions within the business environment.PAGE 2
Wednesday, April 6, 20228:30 am -5:00 pmRegistration8:30 am -9:30 amContinental Breakfast with the Exhibitors!9:30 am - 12:00 pmOpening Remarks and Keynote with Dr. Dustin JacksonThe Road You Are on is Your Own AsphaltIn the past couple of years, all of us have been on a winding road of change both personally and professionally. However,the traffic, lane closures, and accidents you have experienced on your road do not define you. What defines you is howyou renew, rebuild, and recreate that asphalt on your road for a smoother journey. Our ability to help ourselves and othersto a pothole free future requires resilience, hope, and the power to see your road through a different eye. Since a road tripis more fun with friends, together we will demystify the potholes we create for ourselves, unlock how to make our roadssmoother, and take ownership of our own Asphalt.Dr. Jackson is an organizational change and transformation expert empowering clients to success through innovativeconsulting and engaging facilitation to inspire people and culture change in any organization. Through his distinctcombination of specialized expertise and diverse experience, he presents organizations with unique perspectivesand creative strategic solutions that humanize change. With a PhD in Organizational Psychology and certificates inneuroscience from Harvard, Dustin constantly seeks new opportunities to translate research findings into actionableorganizational advantages. Dr. Jackson is an accomplished Management Consultant and proud U.S. Marine Veteran, withinternational experience in driving large-scale transformational programs and facilitating captivating learning experiencesfor companies like Accenture, Arizona State University, Kroger, Morgan Stanley, T-Mobile, and more.12:00 pm - 1:30 pmLunch with the Exhibitors!Presentation of the Pat Hammers Award, Institute Director Reports and the CCAC Board Meeting.1:30 pm - 3:15 pm Concurrent BreakoutsAdvanced Records Management – Your Road to EfficiencyFacilitated by Diane GladwellAdvanced Concepts, legal requirements and Best Practices for Records Management in California cities and specialdistricts taught by an expert who has assisted over 200 local governments. (3 hours)Major Topics Covered in the Course: Foundation / Public RecordsMedia and DevicesRetentionInactive Paper Records StorageDestroying Paper RecordsElectronic Records & E-mailTerminology & TechnologiesElectronic Records Best PracticesECMS (Electronic Content Management Systems)Legal Requirements & Best Practices for Trustworthy Electronic RecordsDestroying Electronic RecordsLeadership Best PracticesDiane R. Gladwell, MMC has assisted over 200 California local governments with records retention, electronic recordsmanagement, e-mail, and document imaging programs (ECMS). Diane has been the President of Gladwell GovernmentalServices, Inc. for over twenty-five years. Prior to that, she was the City Clerk for two different cities, managing organizationwide records management and document imaging programs (and elections, of course.) Diane has a Bachelor’s degree inBusiness Administration and is a Master Municipal Clerk.PAGE 3
Blazing a Trail Towards Best Records Management PracticesPresented by Bruce MeierWe all know that records management is the most exciting part of our daily routine, right? Well, we also know that there isno off-the-shelf solution to managing our information.So, how do we start building a program to best fit our organization? This session will help you understand your best path tobegin this journey!The session will focus on key components of a Records & Information Management Program including: Creating a Records Management PolicyEvaluating record series for a uniform classification systemDeveloping Records Retention SchedulesManaging active and inactive physical records storage and systemsElectronic records and document management systemsGathering management support for your programWe will cover basic records management terminology, touch on Generally Accepted Recordkeeping Principles, gainingmanagement support and discuss how you can begin, or improve, your organization’s program. Let’s get the weeds out ofthe way and blaze that trail towards information resource management!Bruce G. Meier, CRM, is the President and CEO of Records Control Services, Inc. and President of Records SystemsAssociates, Inc., two firms of information resource management specialists and consultants based in the San FranciscoBay Area. His firms design and implement Records & Information Management programs and Information Governanceprocesses that merge hardcopy document management systems with electronic information tracking and workflowsolutions. Mr. Meier has over 42 years of diverse experience in Records and Information Management (RIM), and his firmshave designed and implemented full-scale RIM programs for numerous clients in municipal and regional governmentagencies, and in private industry, throughout California. Mr. Meier is a past President of the Silicon Valley Chapter of theAssociation for Records Managers and Administrators (ARMA), International, and he offers workshops and presentations onRecords and Information Management program components to help promote this specialized field. When he actually findsspare time in his exhausting, yet exhilarating, schedule, Bruce enjoys singing in a band with some really good musicians,hunting mushrooms with his trusty digital camera, obsessively collecting and listening to his stupendous selection ofmusic, searching for golf balls in places he didn’t mean to land them, and sharing time with his two adorable kids andbeautiful wife.3:15-3:30PMBreak with the Exhibitors!3:30 pm - 5:00 pm General SessionSecrets of Leading ChangePresented by Dan HiltzWe all face change, large or small, personal or organizational, every day. With all that experience, why is change so hard?Deloitte estimates that 60-70% of organizational change initiatives fail to achieve all their goals. Harvard Business Reviewidentified Ten Reasons People Resist Change. But no matter what we think about change, it keeps happening! Leaderstoday face the triple threat of a global pandemic, technology change, and economic uncertainty. Dan Hiltz will surprise youby revealing 3 secrets about change that will empower you to lead change in your organization. Through ideas, activities,and video examples, you will develop awareness of how you and others experience change. You’ll become the changeleader your organization needs today!Dan Hiltz has been developing leaders for over 30 years. At Convergys Corporation, he designed and implemented alearning platform for over 80,000 employees globally. He transformed the learning and leadership development programsat Kendle International, a global clinical research firm, from a live, instructor-led model to a blended, virtual learningenvironment. The success of these initiatives has been recognized by Training magazine, eLearning, and Chief LearningOfficer. In 2011 he founded Leadership Squared to share his message and methods globally, helping organizations achievesustained peak performance. His crusade for supercharging leaders has taken him to 30 states in the US and 13 countrieson 4 continents serving clients that include the US Navy Blue Angels, Harvard Business School, Mastercard Worldwide, andthe US Army.PAGE 4
6:30 pm -9:30 pm Networking Pub Trivia - Hosted by Jared Wilke, Geeks Who DrinkSponsored by GranicusHosted by Jared Wilke, Geeks Who DrinkGeeksWhoDrinkThursday, April 7, 20228:30 am -5:00 pmRegistration8:00-9:00AMContinental Breakfast with the Exhibitors!9:00-10:30AM General SessionRemote/In-Person/Hybrid - What Works and What Doesn’t. Tips and Tricks for Your Best MeetingPresented by Melissa Thurman (Remote); Jennifer Ekblad (Hybrid); Marc Donohue (In-Person)Since March 2020, Municipal Clerks have had to flex their technology muscles and quickly switch gears in relation toconducting public meetings to keep business moving. From Zoom, to GotoWebinar, to Teams, to custom hybrid technologyand a mix of past and new practices for in-person meetings, we are here to share our combined experiences, from the good,the bad and the ugly. In this session a panel of Clerks will talk about how our agencies responded to the pandemic andwhat we learned along the way. There will be exercises, Q&A and shared stories from the audience.Audience members will be able to identify technology that best assists in hybrid and in-person meetings, and reasons toextend remote (virtual) meetings, if necessary. By engaging with other attendees, participants can learn what worked bestfor agencies and what didn’t, and take away tips and suggestions to hold public meetings with active engagement whilepromoting public health and safety.10:30-12:00PM General SessionVote of Confidence – Your 2022 Election Primer for Both New and Experienced ClerksElections Speaker: Stephanie SmithThis fast paced, interactive session will provide both new and experienced Clerks with the confidence they need to succeedduring the 2022 election cycle. First election? We’ve got you covered with checklists, how to’s, and tips for meeting withcandidates. Experienced Clerk? Participants will leave with some new strategies for engaging potential candidates andspicing up the candidate’s notebook. Special District Clerk? Learn how to get the word out about your election and meetpotential candidates at community workshops. For agencies with by-district elections, 2022 is the first election with newelectoral boundaries. Come and learn what that means for the Clerk. At the end of our session, participants will: Have all their Election 101 questions answered Create their own 2022 Election Action Plan Receive helpful checklists and templates for conducting their most efficient election ever Understand what redistricting could mean for their incumbents and future candidatesStephanie D. Smith, Director of Elections Services for Best, Best & Krieger, is a Master Municipal Clerk and has servedon the Executive Board for the City Clerks Association of California, most recently as President in 2018-2019. With 33years’ experience in municipal government, she has worked for the cities of Paramount, Perris, Lake Forest, and Murrietabefore retiring from City employment and moving to the private sector, where she heads up the firm’s Election Servicesdivision, providing Municipal Clerks with election advice and redistricting demographic and public hearing services. Sheholds a Bachelor’s Degree in Management and is a 30th Anniversary Year graduate of the Advanced Leadership Programthrough Continuing Education for Public Officials (CEPO). She is also a graduate of the CEPO Training for Trainers Program.Stephanie is the author of over 100 published articles on a variety of topics, including workplace change initiatives,personnel issues, business management, work/life balance, and financial planning. Her first book, ‘Values-Based GoalSetting: How to Dream Big and Live the Life You Were Meant to Live” was an Amazon #1 bestseller in the VocationalGuidance and Business & Money Short Reads categories. She trains regularly for the City Clerks Association, MasterMunicipal Clerk Academy, California Building Officials Association, and facilitates Athenian Dialogues throughout thewestern United States.PAGE 5
12:00-1:30PMNetworking LuncheonCMC/MMC kudos and IIMC Announcements from Region IX Presidents1:30-3:00PM Concurrent BreakoutsHow to Make your Mark in a Crowded RoomPresented by Ashton Arocho and April SousaGrab. Your. Seat.Repeat after me. Grab your seat. And once you do, don’t just sit down.There is a painted picture on what happens once you reach the Executive table and to be blunt, it’s just another table withsome chairs around it. The difference lies within the individuals that surround the table and what they bring to the table.It’s time to stop idolizing the chair as the sign that you’ve “made it’’ but instead, understand your value once you take aseat. This session will show you the before, during, and after, of getting a seat at the table. The session will provide you withtwo different stories and the journeys each individual took to be in their positions today. Resilience and perseverance arethe foundation of any chair worth sitting in.It’s time to stop talking about getting a seat and to start talking about being heard in the room.Wearing Multiple Hats for One CityPresented by Jessica Blair, Jose Jasso, and Mitzi OrtizAfter mastering the city clerk field, what’s next? How can we grow as professionals? This session will focus on taking onadditional responsibilities at your agency to further expand your skill set, increase and improve services to the residents weserve, and maximize your professional potential. Have you noticed an unmet need in your agency that you’re interested intaking on? Have you been asked to take on additional responsibilities? Geared for more seasoned clerks, this session willprovide attendees with tips on how to navigate these changes and growth opportunities. Hear from three seasoned clerkson how to accomplish wearing two (or more!) hats and how to balance.3:00-3:30PMBreak with the Exhibitors!3:30-5:00PM General SessionCelebrate COVID Crisis-Inspired InnovationsFacilitated by Mindy Cuppy, Sacramento and Kerry Bigelow, Chula VistaCity Clerks have accomplished so much to be proud of in the last two years. We will highlight how the city clerk’sprofession has not wasted, but embraced the COVID crisis and implemented long-lasting improvements to public accessand transparency.Join us for a spirited conversation on how local agencies have responded and adapted through crisis by using creative,innovative ideas to maintain and improve services. Hear from a variety of cities on innovations they have implemented orwould like to explore, such as expanded meeting access, use of electronic signatures, and alternative methods to sign up tospeak at meetings.We have all heard of PTSD, Post-Traumatic Stress Disorder, but a lesser-known response to crisis is Post-Traumatic Growth(PTG). The theory behind PTG holds that people who endure crisis can often see positive growth afterward. The thinking isthat traumatic events help us learn and grow.Participants will leave with ideas they can implement in their agencies, as well as, specific contacts who can providetechnical details.PAGE 6
Kerry Bigelow, MMC, City Clerk, City of Chula Vista, began working for City of Chula Vista in 2004 and has been involvedin local government for over 25 years, serving in a variety of capacities, including volunteer, commissioner, and full-timeemployee. She started in the City Clerk’s office in 2012 and was appointed as the Chula Vista City Clerk in 2017.Kerry holds a bachelor’s degree in Business and a master’s degree in Public Administration, with further graduatecoursework in Nonprofit Leadership. She has been designated a Master Municipal Clerk by the International Institute ofMunicipal Clerks (IIMC). Kerry participates in professional organizations, including the International Institute of MunicipalClerks, City Clerks Association of California, Women Leading Government, and International City/County ManagementAssociation.Mindy Cuppy, MMC, City Clerk, City of Sacramento was appointed as the Sacramento City Clerk in 2017 and prior to thatserved as the City of Rancho Cordova City Clerk from 2008-2017.Mindy holds a bachelor’s degree in Politics from the University of California, Santa Cruz and has been designated a MasterMunicipal Clerk by the International Institute of Municipal Clerks (IIMC). She is a member of the International Association ofMunicipal Clerks, City Clerks Association of California, and the National Association of Parliamentarians. Mindy was namedthe City Clerks Association of California (CCAC) City Clerk of the Year in 2014 and was awarded the International Institute ofMunicipal Clerks (IIMC) Program Excellence in Governance Award in 2016.6:30-10:00PM Annual Banquet and AwardsThe Job is Clerk. City Clerk.Join us for a dinner celebrating our community and the invaluable work of promoting the Municipal Clerk professionthrough education, support, and communication.The awards celebration will honor the outstanding accomplishments of our colleagues and their achievements highlightedby both the Clerks of Distinction and Pat Hammers Spirit Awards. For more information on these awards, please click here.While you’re here, grab a martini, shaken or stirred.Friday, April 8, 20228:00 am - 9:30 am BreakfastCMC/MMC/Ambassador/Mentor Q&A/CCAC Board Info Tables9:30 am - 12:00 pm The Enneagram 3M Triad: Mindfulness, Meaningful Connections, and MovementPresented by Renee SiegelThe Enneagram illustration is a map of 9 typologies, often studied as nine distinct personalities (types).There are three triads in the Enneagram; types 8, 9, and 1 are head types. Types 2, 3, and 4 are heart types, and types 5, 6,and 7 are head types.Each triad represents accessing specific information or intelligence and is often referred to as the Three Centers ofIntelligence. This presentation will explore how each of these triads offers us one specific aspect of wellness, Movement,Meaningful Connections, and Mindfulness referred to as the “3 M Triad.”Renée Siegel is a Licensed Counselor and Internationally Certified Coach. She has been in practice for over 40 yearsand discovered the Enneagram about 20 years ago. She works with individuals, couples, families, and groups using theEnneagram. Originally educated as a Marriage and Family Therapist, she loves working with couples. She also specializesin Addiction Recovery and Wellness practices. She recently co-authored a book, “Reclaiming You” about the EnneagramTrauma and Resilience and an Enneagram Video Series entitled “Beyond What’s Your Type Baby.”PAGE 7
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PAGE 2 2022 CCAC Annual Conference Preliminary Agenda Subject to Change 3.56 IIMC points currently pending approval Tuesday, April 5, 2022 8:00 am - 3:00 pm Registration 9:00 am - 4:00 pm CCAC Pre-Conference Concurrent Sessions Athenian Dialogue: "Grapes of Wrath" by John Steinbeck
