Administration, Partnership & Leadership

Florida Court Clerks & Comptrollers New Clerk Academy

March 11-14, 2014

Orange

The Residence Inn 600 W Gaines St

Tallahassee, Florida 32304

850-329-9080

Welcome

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Newly-Elected Clerks

Honorable Scott Ellis

Brevard County

Honorable Carla Hand

Calhoun County

Honorable Tara Green

Clay County

Honorable Ronnie Fussell

Duval County

Honorable Angela Vick

Citrus County

Honorable Pamela Childers

Escambia County

Honorable Todd Newton

Gilchrist County

Honorable Sandra Brown

Glades County

Honorable Victoria Rogers

Hardee County

Honorable Don Barbee

Hernando County

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Newly-Elected Clerks

Honorable Kyle Hudson

Holmes County

Honorable Jeff Smith

Indian River County

Honorable Linda Doggett

Lee County

Honorable Kathleen Brown

Liberty County

Honorable Carolyn Timmann

Martin County

Honorable Amy Heavilin

Monroe County

Honorable Armando Ramirez

Osceola County

Honorable Stacy Butterfield

Polk County

Honorable Donald Spencer

Santa Rosa County

Honorable Kellie Connell

Union County

Honorable Alex Alford

Walton County 5

Honorable Eddie Fernandez

Orange County

Facility Map

Registration……………………………………………………………………….……Foyer

Breakfast……………………………………………………..….……Hotel Restaurant

Education Sessions……………………………………….…….………Rattler Room

Breaks……………………………………………..………..……………….Rattler Room

Lunch………………………………………………..………………….Hotel Restaurant

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Meeting Schedule

Tuesday, March 11

7:00 a.m. – 8:15 a.m. BREAKFAST – at your leisure (Hotel Restaurant)

8:15 a.m. – 12:00 p.m. Education Sessions (Rattler Room)

10:00 a.m. – 10:20 a.m. MID-MORNING BREAK (Rattler Room)

12:00 p.m. – 1:00 p.m. CCOC LUNCH Presentation (Rattler Room)

1:20 p.m. – 5:00 p.m. Education Sessions (Rattler Room)

3:00 p.m. – 3:20 p.m. MID-AFTERNOON BREAK (Rattler Room)

***Dinner on your own***

Wednesday, March 12

7:00 a.m. – 8:20 a.m. BREAKFAST – at your leisure (Hotel Restaurant)

8:20 a.m. – 12:00 p.m. Education Sessions (Rattler Room)

10:00 a.m. – 10:20 a.m. MID-MORNING BREAK (Rattler Room)

12:00 p.m. – 1:00 p.m. LUNCH (Hotel Restaurant)

1:20 p.m. – 5:00 p.m. Education Sessions (Rattler Room)

3:00 p.m. – 3:20 p.m. MID-AFTERNOON BREAK (Rattler Room)

6:30 p.m. DINNER (Marie Livingston’s Steakhouse 2705 Apalachee Pkwy, Tallahassee, FL)

Thursday, March 13

7:00 a.m. – 8:20 a.m. BREAKFAST– at your leisure (Hotel Restaurant)

8:20 a.m. – 12:00 p.m. Education Sessions (Rattler Room)

10:00 a.m. – 10:20 a.m. MID-MORNING BREAK (Rattler Room)

12:00 p.m. – 1:00 p.m. LUNCH (Hotel Restaurant)

1:20 p.m. – 5:00 p.m. Education Sessions (Rattler Room)

3:00 p.m. – 3:20 p.m. MID-AFTERNOON BREAK (Rattler Room)

***Dinner on your own***

Friday, March 14

7:20 a.m. – 8:20 a.m. BREAKFAST– at your leisure (Hotel Restaurant)

8:20 a.m. – 11:00 a.m. Education Sessions (Rattler Room)

10:00 a.m. – 10:20 a.m. MID-MORNING BREAK (Rattler Room)

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Agenda

Tuesday, March 11, 2014 - Leadership

8:15 a.m. – 8:20 a.m…………...Welcome and Introduction Presenter: Hon. Bob Inzer, Leon County Clerk of Court 8:20 a.m. – 10:00 a.m…………..Facilitative Leadership Skills

A facilitative leadership style creates an atmosphere of teamwork. This training consists

of a classroom hands on team exercise/simulation (Mars Surface Rover) that focuses on

skills such as communication, influence, change management and more.

Learning Objectives:

Successful completion of this training will provide the following outcomes:

Experience the benefits of facilitative leadership

Learn how a facilitative style creates an atmosphere of teamwork

Discover the drawbacks of traditional or passive leadership.

Presenter: Charlie Levings, Levings & Associates

10:00 a.m. – 10:20 a.m………...BREAK

10:20 a.m. – 12:00 p.m………...Winning with Engaging Teams

There is strong agreement that in most organizations a vast majority of teams and

employees are not engaged, even though people spend a substantial part of their lives

at work. And, as a result, such organizations do not perform at their best. The purpose

of this session is to develop approaches to engagement at both the organization and

individual level.

Objectives:

What is employee engagement and why does it matter?

Building a culture of employee engagement

Understand what your employees think and want

Building a trust culture

Practice open communication

Demonstrate appreciation for contributions

Inspire employees and reduce turnover

Presenter: Hon. Paula O’Neil, Ph.D., Clerk of Court and Comptroller, Pasco County

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Agenda

Tuesday, March 11, 2014 Cont’d

12:00 p.m. – 1:00 p.m………....CCOC LUNCH Presentation (Rattler Room)

1:20 p.m. – 5:00 p.m…………...Strategic Advantages of Optimism in the Workplace

There is a high correlation between the behavior of leaders in the workplace and the

amount of optimism, good health and creativity within the organization. There are

definitive ways to achieve high levels of optimism and productivity using simple

strategies gleaned from the research in positive psychology. This session will focus on

turning a pessimistic environment to one that people look forward to coming

to. Specifically, we will discuss turning negative circumstances into more positive

ones.

Learning Objectives:

Experience understanding of my influence on others

Learn to re-think how and what we are thinking

Understand how to handle tensions with a new spin

Enhance personal positive contributions to the workplace

Presenter: Sarah “Tippy” Amick, Ph.D., Florida Institute of Government

3:00 p.m. – 3:20 p.m…………...BREAK

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Agenda

Wednesday, March 12, 2014 – Administration

8:20 a.m. – 11:00 a.m………….Employer Liability from Hiring to Firing

FMLA, ADA, ADEA, GINA and USERRA. Learn how to avoid employer liability for hiring

and firing under each of these statutes. Find out how each of these laws interacts

with the others to ensure that your company is in full compliance and adequately

protected from employer liability for hiring and firing. This session will review the life

cycle of employment from hiring to firing and review the impact that each of the

employment discrimination laws has on each phase of employment.

Learning objectives:

Learn about Pre-Employment Inquiries and what questions are lawful and which ones are unlawful

Develop an understanding of what information can be in an offer letter and what information should not be included in such a letter

Learn about the two different types of harassment including quid pro quo and hostile work environment

Learn about sexual harassment, as well as the other protected classes under federal and state law including age, race, disability, etc.

Learn about eligibility requirements of the FMLA and ADA. Become familiar with what a serious health condition is under FMLA as well as the definition of a disability under the ADA

Learn about the recent amendments to the FMLA, ADA and the DOL’s Revised FMLA Regulations

Learn about intermittent and reduced-schedule leave under the FMLA

Understand what a reasonable accommodation is under the ADA and about an employer’s need to engage in the interactive process under the ADA

Learn how to protect your company from liability for discrimination when terminating employees

Become familiar with employment-at-will concepts

Presenter: Dena Sokolow, Esq., Partner, Allen Norton & Blue, P.A.

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Agenda

Wednesday, March 12, 2014 Cont’d 10:00 a.m. – 10:20 a.m………..BREAK

11:00 a.m. – 12:00 p.m………...Building Your “A” Team

Choosing the right people with the right skills and talents is a big job. You know you can't do it alone, so you need good people to help you achieve your objective and that they are a reflection of you. This session will explore the various stages of team development and review the key team building blocks needed to build a successful team.

Learning Objectives:

Definition of Team

The “I” in Team

Accountability, Ownership, Productivity and Excuses

The Team ME Philosophy

Covey’s Seven Habits of Highly Effective People

Team ME Goal Setting

Self-sabotage vs Individual determination

Sense of belonging/Sense of urgency

Committing to Achievement

DISC

Motivating based on personality types

The GREATER Goal

From Effectiveness to Greatness

Identifying Your Customer

Understanding the Production Process

Presenters: Theresa Tippins, MBA, Partner, 2T Consulting, LLC Tiffany Hickson, MBA, Partner, 2T Consulting, LLC 12:00 p.m. – 1:00 p.m………...LUNCH (Hotel Restaurant)

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Agenda

Wednesday, March 12, 2014 Cont’d

1:20 p.m. – 3:00 p.m…………...Human Resource Management (HRM): Practices and Policies

HRM refers to practices and policies framed for the management of human resources in

an organization, including recruiting, screening, rewarding and appraising. This session

will review the roles and functions of a human resources department and provide best

practices and indispensable strategies for every HR function. Also, the importance of

maintaining fair and equitable compensation and benefit programs will be discussed.

Additionally, there will be an in-depth examination of pay and benefit theories and

practices; analyzing job evaluation techniques; salary surveys; individual and group

performance-based pay; as well as insurance and pension plan administration.

Learning Objectives:

Understanding compensation and classification

Presenter: Jeff Ling, Ph.D., President, Evergreen Solutions, LLC

3:00 p.m. – 3:20 p.m…………..BREAK

3:00 p.m. – 5:00 p.m………………….Human Resource Management (HRM): Practices and Policies (cont’d)

Learning Objectives:

What is the function of an HR office?

What is the purpose of HR policy?

Employee evaluations and evaluation tools

Types of raises to consider in your policy

How do I communicate and train my employees on the policies?

How do I ensure consistency from supervisor to supervisor?

Facilitator: Hon. Bob Inzer, Clerk of Court, Leon County

Panelists: Hon. John Crawford, Clerk of Court, Nassau County Hon. Karen E. Rushing, Clerk of Court, Sarasota County

6:30 p.m. – 9:00 p.m………………….Dinner at Marie Livingston’s Steakhouse (2705 Apalachee Pkwy, Tallahassee, FL)

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Agenda

Thursday, March 13, 2014 - Building Partnerships

8:20 a.m. – 9:00 a.m…………….Attorney General Pam Bondi’s Office Presenter: Laura Daugherty, Research Economist, Office of the Attorney General of Florida

9:00 a.m. – 9:30 a.m…………...The Florida Bar Presenter: Peter M. Dunbar, Esq., Dean Mead

9:30 a.m. – 10:00 a.m………….State Attorney Presenter: Hon. Brad King, President, Florida Prosecuting Attorneys Association, State

Attorney, 5th Judicial Circuit

10:00 a.m. – 10:20 a.m………..BREAK

10:20 a.m. – 11:00 a.m………..Public Defender Presenter: Hon. Nancy Daniels, Public Defender, 2nd Judicial Circuit

11:30 a.m. – 12:00 p.m………..Florida Association of Counties Presenter: Chris Holley, Executive Director

12:00 p.m.– 1:00 p.m……………LUNCH (Hotel Restaurant)

1:20 p.m. – 2:00 p.m…………….Office of the State Courts Administrator Presenter: Lisa Goodner, State Courts Administrator

2:00 p.m. – 3:00 p.m. …………..Panel Discussion on Prison Release Orders Panelists: Hon. Karen E. Rushing, Clerk of Court, Sarasota County Fred W. Baggett, Esq., Partner, Greenberg Traurig Michael Crews, Secretary, Florida Department of Corrections Lisa Goodner, State Courts Administrator

3:00 p.m. – 3:20 p.m…………….BREAK

3:20 p.m. – 4:00 p.m…………….Florida Department of Highway Safety & Motor Vehicles Presenter: Maureen Johnson, Chief, Bureau of Records

4:00 p.m. – 4:30 p.m…………….Florida Department of Financial Services Presenter: Danielle Kosberg, MFMP Operations Manager

4:30 p.m. – 5:00 p.m………….…Florida Department of Revenue Presenter: Thomas Mato, Deputy Director, CSE

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Agenda

FRIDAY, MARCH 14, 2014

8:20 a.m. – 10:00 a.m………….Effective Communications: Internally and Externally

Communicating clearly, frequently and with consistency is key to sustaining a successful organization. It is also one of the things that most organizations struggle with. A big part of the challenge is that there are so many different people you have to communicate with and it often has to be done in different ways.

This session will:

Examine the differences between internal and external communications

Discuss the different methodology/tools used for communications

Explore evaluating the effectiveness of your communications

Discuss establishing your organization’s identity and mission statement

Talk about how to get honest and accurate information to and from your employees

Explore the benefits of a good website

Presenter: Sarah Bascom, President, Bascom Communications, LLC

10:00 a.m. – 10:20 a.m………..BREAK

10:20 a.m. – 11:00 a.m………..Wrap-Up and Q&A Presenter: Hon. Bob Inzer, Clerk of Court, Leon County

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SAVE THE DATE:

New Clerk Academy:

Technology & Reporting

May 6-9, 2014

Planation on Crystal River

Crystal River, FL