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2014 Annual Conference
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Session Descriptions - III & IV

Recognition Fundamentals and CRP Course Descriptions

Breakout Sessions Series I & II

Breakout Sessions Series III - Wednesday Jan. 15, 2014

Breakout Sessions Series IV - Wednesday Jan. 15, 2014

Breakout Session Series III
Wednesday, January 15, 2013 | 10:15 - 11:25 am

3A. Turbo-Charging Engagement AND ROI in Recognition and Rewards Programs

With Kimberly Abel, Employee Solutions Leader, Maritz Motivation Solutions, and Patrick Carpenter, VP, Great Game of Business

Harness the two most powerful levers in a motivation program to generate maximum ROI: Engagement and Rewards. A proven way to dramatically increase engagement (and satisfaction, and loyalty, etc.) is through the practices of Open Book Management. Patrick Carpenter, with the Great Game of Business (GGOB), will show attendees how to link recognition and rewards to financials of the business, while keeping it fun! GGOB recommends reinforcing this practice with non-cash rewards in order to cement the engagement and dramatically increase performance. Kimberly Abel, with Maritz Motivation Solutions, will review the science behind non-cash rewards and the substantial advantage they have in driving performance.

Following this session, you will be able to:

  • Match recognition to the core financial objectives for the business
  • Outline why making a "game" out of your company's financials is the perfect reason to recognize performance
  • Explain the latest science behind using non-cash rewards in recognition programs to improve results

About the Presenters:

Kimberly Abel is the Employee Solutions Leader for Maritz Motivation Solutions. In this role, Kimberly is responsible for developing and communicating the company’s thought leadership and point of view on workforce performance and employee recognition solutions. She works directly with clients and account teams to understand client needs and market direction and provide tailored solutions to drive business results. Kimberly is the resident expert in workforce recognition and is a nationally known leader in the field.

Kimberly has over 20 years of experience in performance solutions consulting and workforce recognition product management and marketing. Previously Kim held the role of Vice President of Strategy and Business Development at Inspirus, a privately held company focused on workforce recognition solutions and service awards. Before Inspirus, she was the Co-Founder and President of Prosperiti, a privately held company focused on providing enterprise performance technologies to Fortune 1000 companies. She also served as the Vice President of Product Visioning and Performance Services for Cultureworx. Her clients have repeatedly won national awards for their solutions.

Patrick Carpenter is a VP at the Great Game of Business. He co-owned a $12M medical distribution and manufacturing company and has worked with and for large companies such as McKesson, Johnson & Johnson, TYCO, 3M, Novartis, and Case New Holland. He has also worked in the public sector with John Hopkins, Kansas University and the Mayo Clinic. Patrick has had several senior leadership roles within SRC, helping to lead several organizations through the recent recession. Fun Fact: Patrick’s mother, the late Jill Carpenter, co-wrote two books on open book management and worked with SRC in the same capacity as Patrick’s current role.

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3B. How a Small Company Gets Big Results from Internal Engagement Programs

With Sasha Grimm, Marketing Coordinator; Audra Lehnert, Marketing Coordinator; and Bridget Dahlgren, Marketing Coordinator, all with Crystal D

Crystal D has more than 20 years of history designing and manufacturing crystal awards for corporate recognition programs. We believe that every recognition experience is an opportunity to honor individual achievements on a personal level. For that reason, we remain committed to the personal development of our employees through a strong, highly-dynamic internal branding program. Over the last seven years, our internal program has successfully increased employee engagement, increased employee retention, and has been a leading contributor to double-digit sales growth despite the recession. Come to this session to hear more about how one small business brings employee engagement to life. This company of 50 employees utilizes current engagement standards and best practices to influence, recognize, and reward employees, and create a dynamic culture in a variety of engaging ways. The program integrates the following elements:

  • Employee recognition;
  • Personal development;
  • Community outreach and team building;
  • Company events and camaraderie.

These elements, combined with the company’s core purpose and values, create an environment where both head and heart align at work. Presenters will show you how they engage employees and measure the results. This session will give you fresh ideas, easy-to-implement tactics, and a glimpse into engagement in a small business.

Following this session, you will be able to:

  • Name examples of Crystal D process used to lay the foundation for an enduring and sustainable internal branding program
  • Recognize the objectives, tools, and tactics used to keep the programs alive and measured
  • Identify what events and recognition experiences are needed to make recognition meaningful and emotional for the recipients.

About the Presenters:

After her initial introduction to the world of employee engagement eight years ago, Audra Lehnert initiated the Home of "The WOW Effect”TM internal branding program at Crystal D. Audra was instrumental in the process to articulate the company core purpose and values for Crystal D.

Bridget Dahlgren is the strategist in employee engagement at Crystal D. She developed a multi-level strategy that included an electronic tracking system. She has more than seven years of experience in this area and has been instrumental in sustaining the internal program. In addition, Bridget is responsible for developing the budget and measuring the results via various metrics.

Sasha Grimm has been part of the engagement process at Crystal D for four years and is currently responsible for implementing the onsite events and activities. She will expand on the various ways the program is delivered and the various tactics and tools used to sustain the internal branding program. Audra, Bridget, and Sasha have been recognized by their peers and the Crystal D leadership team as award winners – giving them experience delivering recognition as well as receiving it.

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3C. Leveraging Social Media for Employee Peer-to-Peer Recognition Programs

With Karey Stanley-Boyd, Senior Manager, Global Recognition Programs, TD Bank Group, and Steven Green, Owner, TemboSocial

This presentation will review the evolution, current state and future plans for TD Bank Group's WOW Moments.

Following this session, you will be able to:

  • Describe the value of Social Media in providing information on low cost/no cost peer-to-peer recognition

About the Presenters:

Karey Stanley-Boyd manages the global recognition programs for TD Bank Group (TD). Headquartered in Toronto, with more than 85,000 employees in offices around the world, TD offers a full range of financial products and services to approximately 22 million customers worldwide. Karey is responsible for the strategic direction of TD’s reward and recognition programs which align with TD’s vision "To Be The Better Bank” and its mission to be the best-run, customer-focused, integrated financial institution with a unique and inclusive employee culture. TD is a previous recipient of two RPI Best in Class Awards for Measurement and Management Responsibility. Karey has been with TD for more than 30 years in various branch and head office support roles, in recognition roles for about 15 years and in her present (and ever-evolving) role for almost three years. She has her Certified Recognition Professional designation and is also a Certified Financial Planner.

Steven Green is the founder of TemboSocial, a leading provider of interactive engagement and community building solutions reaching more than one million employees each day. Steven built TemboSocial with the intention of helping global companies engage their employees in measurable two-way dialogue. Steven has become a valuable resource over the past 13 years to key decision makers as they explore the growing field of online social recognition and collaboration. With an impressive roster of clients, such as The US Navy, TD Bank, and Macy’s, Steven continues to grow TemboSocial’s reputation as an innovator of online solutions designed to establish relevant and rewarding programs that educate on corporate messages, make employees smarter about company business, elevate employee knowledge, and communicate HR initiatives. Steven has a B.A. from McGill University in Montreal and a Social Work degree from York University in Toronto.

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3D. Using Workforce Data and Analytics to Design Targeted Recognition Programs

With Stephen Wallmark, Founder & Principal, 3 Point Oh! LLC

The consumer marketing and customer loyalty industries have been transformed by offering one-to-one or mass customization programs using "big data” and analytics. Now it’s time for the recognition industry to adopt these practices! While the term "big data” conjures up expensive and complicated services by highly specialized professionals, the reality is that our industry can be more efficient with relatively simple data collection and DIY analytics techniques.
This session will provide a rationale — and show various techniques — for using workforce data to inform the creation and implementation of more effective incentive and recognition programs. It will show how organizations can move beyond the "one size fits all” approach to performance improvement and begin targeting sub-groups (or even individuals) within the workforce for incentive and recognition campaigns that better engage the participants — and drive the achievement of the organization’s business plan goals.

Key topics covered:

  • Strategies to segment the audience by one or more factors — and analyzing the relationships between these factors to identify performance improvement, motivation and recognition needs/opportunities.
  • Creating a "spend-to-business-potential” strategy for determining which members of the workforce should be the recipients of incentive and recognition investment (and at what financial level).
  • Developing unique and relevant campaigns for each segmentation cohort.
  • Tracking the effectiveness and ROI of the campaigns. The session is intended to appeal and be of value to both the business owner/corporate attendee as well as the recognition industry practitioner.

Following this session, you will be able to:

  • Identify the principles of big data that have positively transformed the world of one-to-one consumer marketing, finance and customer loyalty can be successfully applied to the incentive and recognition industry
  • Relate techniques for leveraging readily available workforce data to create more effective, targeted motivational performance improvement/reward campaigns
  • Develop an action plan and tips on how to get started using workforce data and analytics back on the job

About the Presenter:

Stephen Wallmark has extensive experience developing strategies and programs to improve the productivity and loyalty of internal and channeled employees. Stephen is the founder and principal of 3 Point Oh! LLC, a company that creates software to improve human capital. The company’s signature product, the Workforce Genome Project, uses predictive analytics to identify the optimal workforce performance improvement intervention strategies (i.e., learning, coaching, performance management, employee engagement, incentive/recognition, recruitment and selection) to help an organization met its business goals. Prior to 3 Point Oh! Stephen founded Touchstone Group Associates LLC in 2001. As a principal and creative director, he led Touchstone’s efforts to design and implement performance measurement, incentive, recognition and performance support programs for Global 2000 companies, including: Volkswagen, Audi, Macy’s, Case New Holland, Sony Computer Products, BMW, Porsche, Fifth Third Bancorp, Kent State University, and General Motors. He sold his interest in Touchstone in 2012. Stephen began his workforce performance improvement career at BMW of North America, where for 15 years he was responsible for developing the BMW Retail Network, including the design and implementation of all learning, performance management, business process, incentive & recognition and point of sale programs for 400+ retail outlets.

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3E. Detoxify Your Workplace Using The 5 Languages of Appreciation

With Dr. Paul White, Author, Speaker, Consultant, 5 Languages of Appreciation at Work

In spite of the growing number of employee recognition programs, employees still report high levels of not feeling valued. Funds continue to be tight in all sectors; as a result, the stress level in workplaces remains extremely high. Supervisors are frustrated, not knowing what to do to support their staffs. Dr. Paul White, who co-authored the book The Five Languages of Appreciation in the Workplace with Dr. Gary Chapman (author of the #1 New York Times bestseller The Five Love Languages) will share the core principles necessary to communicate authentic appreciation. Based on their extensive research and expertise, Dr. White and Dr. Chapman have developed a unique way to encourage employees that leads to enhanced job satisfaction, stronger work performance, and higher levels of trust.

Following this session, you will be able to:

  • Describe f oundational differences (both philosophically and practically) between common recognition practices and authentic appreciation
  • List several core conditions for individuals to truly feel appreciated, and provide tips on how to empower leaders to give thanks in ways that are meaningful to each individual
  • Outline practical actions that will "hit the mark” in communicating appreciation to team members and colleagues
  • Identify common pitfalls in applying the principles of appreciation and how to overcome these challenges

About the Presenter:

Dr. Paul White is a psychologist, author, speaker, and consultant who makes work relationships work. Over the past 20 years, he has improved numerous for-profit and non-profit organizations by helping them create positive workplace relationships and environments. He does it by teaching them how to effectively communicate appreciation in daily work life, which reduces staff burnout and turnover without spending a lot of money.

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Breakout Session Series III
Wednesday, January 15, 2013 | 11:30 am - 12:30 pm

4A. The New New Communication Paradigm

With Paul Hebert, VP Solution Design, Symbolist

Of all the elements we normally include in a recognition and reward program, nothing has caused such paradigm-shifting change as the element of communication. What used to be a planful, image- and copy-laden activity supported by 4-color presses and late-night typo patrols at the printer is now an ad hoc, instantaneous, interactive, and in some cases, unfathomable series of apps that creates a blanket of activity wrapping around everything in your recognition strategy. Communication isn’t "a” thing anymore – it is everything. Take time to learn how to leverage the full complement of communication weapons available in today’s hyperconnected and mobile world.

Following this session, you will be able to:

  • Identify the current communication mediums being used by most employees and consumers
  • Predict trends and future communication channels
  • Illustrate that interactivity is now a must-have component of any communication campaign
  • Outline the process of creating communication assets to include in your next communication strategy

About the Presenter:

Opinionated is a word that is often used to describe Paul Hebert. There are few things he won’t have an opinion on, and fewer things that his opinion won’t make you think about differently. Paul likes to ask the harder questions and have the discussion that might lead down a very different path than anyone ever thought initially. Paul’s goal is to move the chains, expand the box, or make a bigger envelope. And he wants to take you along on the journey. Paul was one of the first to create a blog for the incentive and reward industry – called "Incentive Intelligence” – now hosted at Symbolist. In addition, Paul writes for one of the top Human Resources blogs (Fistful of Talent), is a founding member of the Editorial Advisory Board at the HRExaminer, is the Social Media Editor for the Enterprise Engagement Alliance and is a sought-after speaker at various HR related conferences, radio shows and twitter chats. Paul has been interviewed by the BBC and has been an expert source for three different USA Today articles on incentives. Paul has been involved in the incentive and reward industry for more than 20 years and has provided program design expertise as the internal team leader as well as the external sales professional for major international brands. Business has never been more reliant on influence and the ability to change and drive specific behaviors. And that is what Paul can help your organization get better at — influencing behavior — either through education on how to use incentives correctly to influence behavior in your channel and with your employees or by applying the subtle science of persuasion and social psychology to guide behaviors in your organization without the carrot or the stick. Paul enjoys just about any conversation on how to influence behavior – and would love to connect with you. Simply shoot an email to and put "I want to chat with Paul” in the subject line and we’ll get something scheduled.

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4B. Take Your T.H.A.N.K.S. to the Bank: Why Employee Recognition and Engagement Matters

With Lisa Ryan, Chief Appreciation Strategist, Grategy, LLC

The importance of creating a climate of support and encouragement in the workplace cannot be over-stated. If they feel unappreciated or ignored, your employees and customers may choose to go somewhere else. Creating an attitude of gratitude in the workplace builds stronger relationships and keeps your customers and employees happier and more satisfied. When employees are engaged, they speak positively about their employer and have a greater commitment to their career. They put forth more effort, are easier to work with, and get along better with colleagues. Expressing appreciation to staff for a job well done is an important way to increase professional satisfaction and employee retention. When customers are engaged, they are more profitable, easier to work with, and cost less to educate. In today’s competitive environment there are more products available for fewer customers. Oftentimes, keeping customers happy boils down to simply expressing gratitude and appreciation for their business. In this program, Lisa Ryan shares powerful strategies that incorporate gratitude into the organization to positively impact customer and employee loyalty. You will learn about Grategy®, Lisa’s proven Gratitude Technology which improves on the organization’s sense of engagement through the use of gratitude strategies.

Following this session, you will be able to:

  • Describe key inherent challenges and needs of recognition and rewards practitioners in the public sector
  • Defend the creativity and tenacity required in the public sector in fighting for employee recognition
  • Give examples on h ow to build a case for recognition and get "buy In" with funding approval from senior management

About the Presenter:

Lisa Ryan, MBA, is a dynamic presenter who teaches the immense power of gratitude in the workplace, and translates soft skills into hard profits. She focuses on employee productivity, customer retention and growth, and how these affect the bottom line. Ms. Ryan is the founder of Grategy®, where she serves as Chief Appreciation Strategist. She is a featured expert in two films, The Keeper of the Keys with Jack Canfield of Chicken Soup for the Soul, and The Gratitude Experiment, with several experts from the smash hit book and movie The Secret. She is the author of five books including The Upside of Down Times: Discovering the Power of Gratitude, From Afraid to Speak to Paid to Speak, and With Excellence. Her audiences love her passion and humor, and the fact that they leave with specific ideas that they can apply immediately.

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4C. Does the Public Sector Need Recognition and Reward Programs?

Roy Saunderson, Chief Learning Officer, Recognition Management Institute; Kim Slipetz-Comrie, Former Supervisor, Corporate Recognition & Rewards Team, City of Calgary; Barbara Ruddy, Manager, Process Management, Arizona Department of Economic Security; Gail Ann Rawlinson, Human Resource Advisor, Recognition Services, Alberta Health Services.

If there is one workforce sector more used to change than another, the public sector probably wins hands down. From repeated budget cuts and constraints, to political and administrative shifting of priorities, employee recognition and reward programs barely see the light of day and often have little or no leadership support. In this unique practitioner panel, you will hear from some diehard public sector veterans of recognition as well as new players who are fighting to ensure employees are appreciated, valued and retained in the various public services they work in.

Following this session you will be able to:

  • Identify the unique challenges and needs of recognition and rewards practitioners in the public sector
  • List 4 creative steps required in the public sector to fight for the benefits of employee recognition
  • Explain the processes taken to build a case for recognition and get "buy In" with funding approval from senior management

About the Presenters:

Roy Saunderson is Chief Learning Officer for Rideau’s Recognition Management Institute, the company’s consulting and education division. He has been a subject matter expert in helping companies get recognition right for the past 17 years. He serves on RPI’s Education Committee and has been a judge on the Best Practices Awards Committee for the past 5 years. Roy’s best recognition is being married to his sweetheart for 34 years, having 5 children and 9 grandchildren.

Kim Slipetz-Comrie served the City of Calgary, in Alberta, Canada, as the City's Supervisor of Corporate Recognition & Rewards Program for 3.5 years. She has worked for both private and public sector organizations. While working at the City of Calgary, Kim supervised a team of two staff members who supported a recognition program for more than 17,000 employees. She knows that while the principles of recognition are universal, the public sector brings the unique challenge of being more highly accountable for use of public dollars. Kim sees recognition as more than just "nice to have” and feels it should be viewed as vital to the foundation of any organization, especially for a healthy, invested employee culture.

Barbara Ruddy brings more than 19 years of experience in the field of employee recognition running the strategic employee recognition system for the Arizona Department of Economic Security, an organization of 10,000 employees. She was responsible for designing, implementing, and the ongoing administration, communications and marketing of all recognition initiatives. Barbara has served at RPI on the Executive Board, Advisory Board, and the Education Committee, and as the passionate chair of the Pamela Sabin Recognition Champion Award Selection Committee. She has helped develop and facilitate the CRP courses. Barbara merited receiving the 2009 Spotlight Award and the 2012 Theresa Howell Education Award from RPI.

Gail Ann Rawlinson has worked the past 7 years in Recognition Services for the province of Alberta Health Services as Human Resource Advisor. She has witnessed the merging of 13 small organizations into one large entity. Gail’s challenge has been transitioning from a staff of 4 for 30,000 employees and 2,000 physicians to only having 5 staff for 100,000 employees and 8,500 physicians. She and her team are still in the initial stages of launching their recognition programs and we will learn how they have fought budget constraints and competing priorities to get where they are today.

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4D. The Wisdom of Crowds: Our Journey to Transform Culture and Performance Management with Social Recognition

With Corinne Selk, Organizational Development Specialist, IM Flash

Crowdsourced data via social recognition provides a new way to manage talent and culture in today’s global, multi-generational workforce. By bringing corporate values and objectives to life each and every day, social recognition provides actionable data on true employee performance and behaviors and can quantify how your values are performing. It can also provide insight into who is impacting and energizing your culture, and brings together the real-time observations of everyone in your organization by providing a framework for positive feedback. This session will highlight our journey to modernize and transform our culture and performance management practices through social recognition.

About the Presenter:

Corinne Selk, CRP, has been with IM Flash (a joint venture between Intel and Micron) for seven years. She has a passion for maximizing employee performance and creating a great employee experience. She has contributed to the company’s success in her roles as a Recruiter, Employee Relations Specialist, HR Business Partner, and for the last three years has been an Organizational Development Specialist managing strategic recognition and engagement initiatives. She has been responsible for leading the redesign, implementation and integration of the recognition philosophy and programs into the organization. She has participated in discussion panels, presented in educational classroom settings and consulted on the success of IM Flash’s programs and culture. Her previous experience includes Executive Recruiting, and leadership positions in a large supply chain management company as a Call Center Manager, Business Manager and managing and implementing the e-Services Project Management Office. She is a graduate of Brigham Young University with a degree in Social Psychology.

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4E. Measurement Approaches in Recognition

With Megg Withinton, President, Aspect Market Intelligence

The recognition industry has been experiencing the same call for measurement that has enveloped the broader HR function over the last several years. Data have become abundant, and analysis is becoming a key component of the overall business conversation. This session will explore how to use data and analysis to demonstrate the impact of recognition in an organization in a way that is meaningful and credible to the various stakeholders. We will discuss the types and sources of useful data, the most effective analysis techniques, and how to craft the story for your internal stakeholders.

Following this session, you will be able to:

  • Differentiate the types and sources of data used to analyze a program
  • Explain the most effective analysis techniques
  • Interpret the analysis in a way that is meaningful and credible to stakeholders
  • Identify key points to build your "story”

About the Presenter:

Megg Withinton is the President of Aspect Market Intelligence, a consulting and market research firm. Prior to founding Aspect Market Intelligence, Megg spent 15 years at Maritz, where she was the Vice President of Market Intelligence. At Maritz, Megg worked with clients and buyers to understand.

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4F. 10 Critical Factors in Developing an effective Global Recognition Strategy

With Beth Thornton, EVP of Business Development/Sales, O. C. Tanner Company; and Kevin Cronin, Director of Corporate Event Awards, O. C. Tanner Company

Sao Paulo, Paris, Sydney, Mumbai—it doesn’t matter what city or country, employees want to be recognized for their great work. Whether it’s for extra effort, high performance on a big project, or career achievements over time, employees want to know someone noticed the difference they’ve made.

Drawing on recent research from O.C. Tanner’s International research team, this white paper will help you develop an effective global recognition strategy through exploring:

  • Recognition best practices that apply globally.
  • Cultural nuances to keep in mind for India, Brazil, Germany, and China.
  • The top ten critical factors for global adoption and success.

Following this session, you will be able to:

  • Apply recognition practices that support alignment within a Global strategy.
  • Specific cultural differences that will help in adoption by specific geography’s
  • Apply the top ten critical factors to help ensure an effective Global Recognition Strategy.

About the Presenters:

Beth Thornton, the Executive Vice President of Sales at O.C. Tanner Company, has advised Fortune 100 companies and executives throughout the U.S. on both for close to 19 years. Before joining the executive team, Beth spearheaded O.C. Tanner’s sales efforts in the Southeastern U.S. states. Now, she leads a sales team that's 100-strong, helping them make recognition a strategic tool that drives employee engagement and delivers to the bottom line. She knows that only happens when recognition is done right. Beth graduated from Florida State University with a degree in Communications. When she isn't advising our clients, she spends time with her husband, Greg, and three children.

Kevin Cronin’s passion for Recognition is demonstrated by over 15 years in this field as a developer of strategy for one of the World’s largest financial institutions. Kevin has served as President for RPI for 2 years and has been a very active board member for 6 years. Today Kevin applies his 15 years’ experience in the recognition industry to help our clients fully appreciate their employees with a unique Award experience.

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2014 Annual Conference

Each conference breakout and keynote address is approved for .1 CEUs as approved by IACET. Recognition Professionals International (RPI) has been approved as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 8405 Greensboro Drive, Suite 800, McLean, VA 22102.

Thank You, Business Partners

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