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Fall Education Sessions

Florida Court Clerks & Comptrollers

Fall Conference

October 7-9, 2015

Wyndham Bonnet Creek, Orlando, Florida

 

 

WEDNESDAY, OCTOBER 7


7:00 a.m. – 5:00 p.m. Registration (Grand Registration Desk)
7:30 a.m. – 8:30 a.m. Continental Breakfast (Grand Foyer)
8:30 a.m. – 5:00 p.m. Solutions Lounge (Discovery A & B)


GENERAL SESSION– (Ponce I & II)


8:20 a.m. – 9:00 a.m.

Florida Retirement System Update
Guest Speaker: Allison Olson, Benefits Administrator, FL Department of Management Services, Division of

                               Retirement, Bureau of Retirement Calculations


9:00 a.m.—10:00 a.m.

Leadership is Action, Not Position
This presentation will feature identifiable traits of common leadership practices that only effective leaders possess. Audience members will be challenged to reflect on their “Technical vs. People Skill” abilities and develop the Six Essential Skills needed to be an Effective Leader. The technical expertise know-how is only part of what it takes.

Taken from the popular concept that “Being the Leader Doesn’t Make You One,” this presentation will help Clerks determine their strengths and opportunities to fulfill their role as an effective leader within their organization. The best leaders Relate and Motivate! Gain their trust and respect and they will follow you to the ends of the earth.

Keynote Speaker: Christopher Moling, DRC Seminars

 

10:00 a.m. – 10:20 a.m. Mid-Morning Break (Grand Foyer)

 

HR/ADMINISTRATION TRACK – (Ponce III)


10:20 a.m. – 12:00 p.m.

Meeting the Challenge, Developing the Courage to Face Overwhelming Challenges
Change will come as sure as the sun will rise. The only question is how you will handle it. The message is clear, we either learn to change or we will not survive. Maybe it’s an audit, a shortage of personnel, a shortage of money, or even a political position. Regardless of the circumstance, Change Leaders are those who are prepared to adapt. Not only to survive, but to increase efficiency and build confidence within the organization.

Organizations move through a number of identifiable stages as they grow and develop. In some cases, these changes are planned, in others they are unplanned. Sometimes the forces for change come from within the organization and at other times they will be caused by external forces or influences. The need for organizations to meet and to cope with changing conditions requires innovation, creativity and flexibility.

Speaker: Christopher Moling, DRC Seminars

 

12:00 p.m. – 1:00 p.m. FCCC HOSTED LUNCHEON (Deep Blue Seafood Grille)


1:20 p.m. – 3:00 p.m.

9-1-1, What is Your Emergency? A Humorous Approach to Managing Stress and Crisis
Today’s work environment presents many challenges to the employee and employer alike. If you don’t put a few specific practices into place, managing the many aspects of one’s own personal life, outside of work, can easily become too much to handle. Stress Management is one of those critical areas that need constant attention and maintenance. Chris Moling’s background as a 911 dispatcher provides a unique insight to dealing with high stress situations and effectively managing a work/life balance.

Speaker: Christopher Moling, DRC Seminars

 

3:00 p.m. – 3:20 p.m. Mid-Afternoon Break (Grand Foyer)


3:20 p.m. – 5:00 p.m.

Human Resources Roundtable
The roundtable discussion will be a facilitator-led discussion of a wide range of HR topics, where attendees identify problems and issues of the day and share their solutions and practices. The focus will be on practitioner solutions and efforts to achieve standardization.
Facilitator: John Stott, Chief Deputy Clerk, Leon County Clerk of Court and Comptroller

5:30 p.m. – 6:30 p.m. PRESIDENT’S RECEPTION (Pool Deck)


RECORDS & INFORMATION MANAGEMENT TRACK – (Ponce IV-VII)

 

10:20 a.m. - 12:00 p.m.

Redaction Options & Processes
Discuss manual versus automated redaction options, recognizing the available software alternatives. Review standards, best practices, and workflow sequencing, including court records that are filed in the Official Records. Discuss handling the different redaction requirements for court records versus Official Records as well as routine versus requested redactions.
Facilitator:   Karene Leworthy, Director of Enterprise Content Management,

                        Manatee County Clerk’s Office

Panelist(s): Cindy Guerra, Esq., Chief Operating Officer of Courts & Official Records,

                       Palm Beach County Clerk & Comptroller’s Office

                   Elizabeth Whitaker, Director of Administrative Services, Volusia County Clerk’s Office


12:00 p.m. – 1:00 p.m. FCCC HOSTED LUNCHEON (Deep Blue Seafood Grille)


1:20 p.m. - 3:00 p.m. Purging Court Image Records

From a records management perspective, discussion regarding the office policies, RIM industry standards, planning and resource requirements, and interdependencies of purging court records in the electronic environment. The session will be a moderated panel discussion with audience interaction, including advance questions distributed for participant preparation.
Moderator:  Karene Leworthy, Director of Enterprise Content Management, Manatee County Clerk’s Office
Panelist(s): Don Allgood, Director of Records, Okaloosa County Clerk’s Office
                   Brent Holladay, Chief Deputy Clerk of Information Resource Department,

                       Lake County Clerk’s Office

                   Jodi Hurtado, Traffic Division Manager, Orange County Clerk’s Office
                   Anthony Payne, Manager of Solution Architecture, Orange County Clerk’s Office

                   Ki
mberly A. Swain, MM, CPM, Senior Manager, Criminal Court Records,

                       Pinellas County Clerk’s Office

                  Christopher Thompson, Supervising Deputy Clerk of Records Storage Facilities, Lake

                       County Clerk’s Office

 

3:00 p.m. – 3:20 p.m. Mid-Afternoon Break (Grand Foyer)


3:20 p.m. - 5:00 p.m.

Progress Dockets As Permanent Records
Identifying and defining the court progress dockets for preservation as permanent records.
Speaker: Karene Leworthy, Director of Enterprise Content Management, Manatee County Clerk’s Office

 

EXECUTIVE TRACK – (Ponce I & II)


1:20 p.m. - 5:00 p.m.

Executive Session (Clerks Only)
Guest Speaker: The Honorable Paul Alessandroni, Charlotte County Judge, 20th Judicial Circuit


THURSDAY, OCTOBER 8


7:00 a.m. – 5:00 p.m. Registration (Grand Registration Desk)
7:30 a.m. – 8:30 a.m. Continental Breakfast (Grand Foyer)
8:30 a.m. – 5:00 p.m. Solutions Lounge (Discovery A & B)


HR/ADMINISTRATION TRACK – (Ponce III)


8:20 a.m. – 10:50 a.m.

Employment Law Update
Update on upcoming/recently passed legislation and key Supreme Court Decisions (including, but not limited to, a discussion of the new proposed Department of Labor regulations governing exemption from overtime, how the decision on same-sex marriage effects workplace benefits and the changes in the law on pregnancy and disability discrimination). There also will be a discussion on the following National Labor Relation Board (NLRB) Issues: Employee Handbook; Social Media Policies and Practices; Vaping; and Transgender Issues.

Speaker: Dena H. Sokolow, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, Shareholder,

                    Labor & Employment 


10:00 a.m. – 10:20 a.m. Mid-Morning Break (Grand Foyer)    


11:00 a.m. – 12:00 p.m.

Update on Affordable Health Care Act (ACA)
Learning Objectives:
-1095C Reporting Form
-How to complete the form correctly?
-Review of codes that are to be used.
-What do Clerks have to do to comply?
Speaker: Kenneth Stevenson, Vice President, Employee Benefits, Earl Bacon Agency

12:00 p.m. – 1:00 p.m. LUNCH (On Your Own)

1:20 p.m. – 3:00 p.m.

Making Change Work: Limit Resistance to get Positive Results

In this session there will be a review of the fundamentals of change management, how do prepare, lead, manage, measure and sustain change.
Speaker: Mark Hordes, Change Management Senior Consultant, Mark Hordes Management

                    Consultants/MHMC


3:20 p.m. – 5:00 p.m.

“Manage Change, or Change Will Manage You!”
The focus of this session is more on the personal behavioral side of change so that individuals can increase their resiliency, absorption levels, and readiness for change, as well as career transitioning to the next part of their personal change journey.  The outcome of the learning is that individuals will be less overwhelmed by change, more proactive and knowledgeable as to how to create positive consequences versus negative consequences for themselves and their future careers.
Speaker: Mark Hordes, Change Management Senior Consultant, Mark Hordes Management                    

                   Consultants/ MHMC

 

RECORDS & INFORMATION TRACK – (Ponce IV-VII)


8:20 a.m. - 10:00 a.m.

eRecording: Real Life Impacts
Explore the tangible impacts of how eRecording is shaping the Official Records Department operations: processes, staffing, customer service, costs, progress, benefits, and challenges.
Facilitator:  Carol Foglesong, Assistant Comptroller, Records Administration Division,

                       Orange County Comptroller’s Office

Panelist(s): Christopher L. Douglas, Assistant to the Clerk, DuvalCounty Clerk’s Office
                   Kristi Hugar, Official Records Services Director, Citrus County Clerk’s Office
                   Karan Mikell, Recording Director, Osceola County Clerk’s Office
                   Shevawn Spencer, Director of the Hillsborough County Clerk’s Official Records

                        Department

10:00 a.m. – 10:20 a.m. Mid-Morning Break (Grand Foyer)    

10:20 a.m. - 12:00 p.m.

Indexing Names Consensus Building
Review the Official Records indexing consensuses from prior discussions and focus discussions on the differences for building additional uniformity.
Speaker(s): Carol Foglesong, Assistant Comptroller, Records Administration Division,

                        Orange County Comptroller’s Office

                   Karene Leworthy, Director of Enterprise Content Management,

                       Manatee County Clerk’s Office
                   Katrina Vercher, Official Record Supervisor, Columbia County Clerk’s Office


12:00 p.m. – 1:00 p.m. LUNCH (On Your Own)

 
1:20 p.m. - 3:00 p.m.

CFPB Impact & Recording Fees

Review and discuss the Consumer Financial Protection Bureau’s (CFPB) new rules and the impacts on the land records industry. Discuss potential recording fee options and changes.
Speaker(s): Carol Foglesong, Assistant Comptroller, Records Administration Division,

                        Orange County Comptroller’s Office

                   Ann Richards, Member, Property Records Industry Association, Board of Directors

 


3:00 p.m. – 3:20 p.m. Mid-Afternoon Break (Grand Foyer)  


3:20 p.m. - 5:00 p.m.

Fraud Defense & Alerts

Benefits, costs, and options for Official Records fraud alert protection programs. Panelists will share their respective initiatives and programs to alert property owners of Official Records activity as a defense against fraud.
Facilitator:   Karene Leworthy, Director of Enterprise Content Management, Manatee County Clerk’s Office
Speaker(s): Michele Nelson, SPHR, Director-Court Operations,

                       Palm Beach County Clerk & Comptroller’s Office    

                   Kimberly A. Swain, MM, CPM, Senior Manager, Criminal Court Records, Pinellas County


EXECUTIVE TRACK – (Ponce II)


8:20 a.m. - 12:00 p.m.

Florida Public Records and Sunshine Law - Recent Trends Affecting Florida Public Officials
Speaker: Pat Gleason, Special Counsel for Open Government, For Florida Attorney General

                   Pam Bondi

10:00 a.m. - 10:20 a.m. Mid-Morning Break (Grand Foyer)

 


FRIDAY, OCTOBER 9


7:30 a.m. – 8:30 a.m. Full Breakfast (Grand Foyer)


HR/ADMINISTRATION TRACK – (Ponce III)

8:20 a.m. – 10:00 a.m.

Leaders AIM

An entertaining, interactive presentation that shows individuals how to become effective leaders in today's rapidly changing world by acquiring the characteristics of Authenticity, Innovation, and Motivation. Read Rob's article Leaders AIM for Psychology Today.
Speaker: Robert Evans Wilson, Jr., Author, Speaker- Humorist, Jump Start Your Meeting

10:00 a.m. – 10:20 a.m. Mid-Morning Break (Grand Foyer)    

10:20 a.m. – 12:00 p.m.

The Innovator’s Toolbox
Sure, it's exciting to solve a problem, but there is more to innovation than that. Feeding your creative spirit is exciting and invigorating. Creative energy is highly motivating, and makes life seem worthwhile.
When you embrace the innovator’s lifestyle you’ll live longer, resist brain degeneration, and improve your sex life. Stop neglecting your native ingenuity and creative energy; take some time today to get back to it. You'll be glad you did.
Speaker: Robert Evans Wilson, Jr., Author, Speaker-Humorist, Jump Start Your Meeting

RECORDS & INFORMATION MANAGEMENT TRACK – (Ponce II)


8:20 a.m. - 10:00 a.m.

Emergency Management Planning

How to protect essential records during emergencies and how to respond and recover from a disaster. Speaker:Lindsay Tozer, Information Services Director & RMLO, Citrus County Clerk’s Office


10:20 a.m. - 12:00 p.m.

Records Track Wrap Up

Opportunity to discuss, address questions that have surfaced, and share thoughts sparked during the conference Records Track sessions. Gather suggestions and requests for future conference and educational topics.

Facilitator(s): Karene Leworthy, Director of Enterprise Content Management,

                           Manatee County Clerk’s Office
                      Christie Price, Recording Supervisor, Indian River County Clerk’s Office
                      Katrina Vercher, Record Supervisor, Columbia County Clerk’s Office





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