New Orleans, Louisiana July 22 - 25, 2017 w w w. i a a p - s u m m i t . o r g T here's not much to say about our latest IAAP Summit venue— New Orleans, Louisiana—that hasn't been written about many times in many places. It is a vibrant city filled with history and merriment. What a perfect venue, then, to celebrate the past and look to the future in this, our 75th anniversary! Did you know that poker was first developed in the city of New Orleans? Unlike that most famous of card games, IAAP Summit 2017 is no gamble. We've packed this conference to the gills with useful education, outstanding speakers, opportunities to network, and good times along the way. Come join us and find out why DeskDemon has awarded us "Best Administrative Conference Provider" three years in a row. There's ample opportunity to connect and learn so that you can lead and excel in your career! I have never attended a Conference that has had such amazing keynote speakers, education and networking availability. ~IAAP Summit 2016 Attendee Here are some IAAP Summit 2017 events you should pencil in: •Grab a drink at the Connections & Cocktails: Opening Celebration and chat with your fellow admins. •Expand your contact list with our BRAND NEW Speed Networking event. •Bid on some amazing items at The Foundation of IAAP Silent Auction. •Mix and mingle at The Foundation of IAAP Celebration. •Get your blood pumping at morning exercise with your peers. •Party it up at the Closing Celebration: Dinner & Party on Tuesday evening. Attending IAAP’s signature annual conference will help you succeed professionally and personally. Take charge of your career and your future, register today! 2 Schedule at a Glance Friday, July 21 1:00 – 5:00 p.m. Registration 1:00 – 5:00 p.m. IAAP Hub 8:00 – 10:00 p.m. Stop by the IAAP Hub to check out the latest and greatest IAAP clothing and accessories, merchandise, books, and office supplies. Be sure to shop the Hub early for the best selection! Join your fellow attendees for an IAAP Connections & Cocktails event! Meet up with old friends, make lots of new ones, enjoy some dancing, and everything in between. It’s the perfect kick-off to a great conference, so come for the connections, and stay for the cocktails! Sunday, July 23 Saturday, July 22 6:00 – 7:00 a.m. Morning Exercise The Connect Lounge is a must-visit location at Summit! Swing by to network with other admins, catch up on email, or charge your devices—or all three! 7:00 a.m. – 4:30 p.m. Registration Photographer Station 7:00 a.m. – 4:30 p.m. IAAP Hub 7:00 a.m. – 4:30 p.m. Connect Lounge 7:00 a.m. – 5:30 p.m. Photographer Station 8:30 – 10:00 a.m. Opening General Session & “Running Toward Chaos” Keynote by Dr. Natalie Stavas 10:15 – 11:15 a.m. Roundtable Discussions 10:30 – 11:15 a.m. Town Hall Business Session 11:15 – 11:45 a.m. Ed Talks Noon – 1:15 p.m. Networking Lunch 1:30 – 3:45 p.m. Technology Education Session 1:30 – 2:30 p.m. Choice of Two Concurrent Education Sessions 2:45 – 3:45 p.m. Choice of Two Concurrent Education Sessions 4:00 – 5:00 p.m. Ed Talks 7:00 a.m. – 5:00 p.m. IAAP Hub 7:00 a.m. – 5:00 p.m. Connect Lounge 7:00 a.m. – 5:30 p.m. Connections & Cocktails: Opening Celebration During IAAP Summit, be sure to stop by the Exulting Images photography station for high quality professional headshots at an amazing price! 7:00 a.m. – 7:00 p.m. Registration 8:30 – 11:45 a.m. To The Top – A Summit Climb for Today’s Admin (formerly Leadership Bootcamp) Premium Package Attendees 8:30 – 11:45 a.m. Technology Workshop 8:30 a.m. – 4:30 p.m. Meeting Fundamentals (all day course) 1:15 – 4:30 p.m. To The Top—A Summit Climb for Today’s Admin Premium Package Attendees Premium Package Attendees Formerly Leadership Bootcamp Premium Package Attendees 1:15 – 4:30 p.m. Technology Workshop 4:45 – 5:45 p.m. First-Time Attendee Orientation 7:45 – 8:45 p.m. Speed Networking Premium Package Attendees If this is your first time at an IAAP conference, this session is a can’t miss! You’ll learn the “lay of the land” during your time at Summit, and have an opportunity to meet and network with other attendees. Separately Ticketed Event Love the networking opportunities available at Summit? Take it a step further! Speed Networking provides strategic networking meetings, making sure you connect with people who work in your industry or share your interests. After you register, complete a short profile, and the system matches you with who you need and want to meet. You’ll receive a tailored itinerary to ensure you have time to make the most of each connection. Attendance is limited, so register today to participate! 3 The Morning Exercise is an opportunity to get your blood pumping first thing in the morning, ensuring you are awake, refreshed, and ready for a full day of learning at IAAP Summit 2017. This is a great time to connect with new people and get some exercise! Want an opportunity to learn from your fellow attendees while also sharing your own expertise? Don’t miss the roundtables throughout the conference! Network with your peers while learning and sharing valuable information around various topics and industries. The Town Hall is open to all members in attendance. IAAP and The Foundation leadership will provide updates on the current events of both organizations and answer questions as time permits. Join various presenters in these TED Talk-type sessions, designed to deliver practical, relevant information in 10-minute segments. Learn invaluable tips from profession experts in a fun, fast-paced environment—make plans to attend each one! Included in the Premium Package and available ala carte for the Standard Package, the Networking Lunch offers the opportunity to informally network with fellow attendees over a delicious meal. Schedule at a Glance 4:00 – 5:00 p.m. Charitable and Estate Planning Under Current Law 12:15 – 1:00 p.m. Making Sense Out of Certification 12:30 – 1:00 p.m. Ed Talks 1:15 – 3:30 p.m. Technology Education Session 1:15 – 2:15 p.m. Choice of Two Concurrent Education Sessions 2:30 – 3:30 p.m. Choice of Two Concurrent Education Sessions 3:45 – 4:45 p.m. Roundtable Discussions 5:00 – 5:30 p.m. IAAP Leadership and Staff Meet & Greet Presented by The Foundation of IAAP Do you want to learn the basic knowledge in organizing, budgeting, and communicating with regard to charitable contributions and Estate Planning? Learn about the basic federal laws and regulations pertaining to various ways of charitable giving. 5:15 – 6:30 p.m. The Foundation of IAAP Celebration Included in the Premium Package and available ala carte for the Standard Package Join The Foundation of IAAP for its fourth annual celebration event! Learn more about The Foundation, help recognize the amazing donors and volunteers, and celebrate accomplishments, including a look at some exciting new initiatives. Enjoy some light hors d’oeuvres and have some fun! Monday, July 24 6:00 – 7:00 a.m. Morning Exercise 7:00 a.m. – 4:30 p.m. Registration 7:00 a.m. – 4:30 p.m. IAAP Hub 7:00 a.m. – 4:30 p.m. Connect Lounge 7:00 a.m. – 5:00 p.m. The Foundation of IAAP Silent Auction There are a plethora of education and training options available for today’s administrative professional, but how do you decide which is right for you? During this workshop, we will breakdown the common types of credentials, explain what each means, and how they relate to your personal career path. Special attention will be placed on those not offered through colleges, such as certificates, certifications, and licenses. Stop by to say hello to an IAAP Board member, The Foundation of IAAP Board member, Branch Director, or HQ staff member. Tuesday, July 25 Visit The Foundation of IAAP’s Silent Auction to bid on some great items for a great cause! Proceeds from the auction are donated to The Foundation. If you’re looking for some fun, friendly competition, don’t miss out on this event. The highest bidders will take home some great items and help The Foundation continue its mission to invest in the success of IAAP and administrative professionals. 6:00 – 7:00 a.m. Morning Exercise 7:00 a.m. – 1:30 p.m. Registration 7:00 a.m. – 1:30 p.m. IAAP Hub 7:00 a.m. – 4:30 p.m. Connect Lounge 7:00 a.m. – 5:30 p.m. Photographer Station 8:30 – 10:00 a.m. Closing General Session & “One More Thing, One More Time” Keynote by Josh Sundquist 7:00 a.m. – 5:30 p.m. Photographer Station 10:00 – 11:00 a.m. Keynote Book Signing with Josh Sundquist 8:30 – 9:15 a.m. General Session: “The Modern-Day Assistant as a Strategic Business Partner” by Lucy Brazier 10:00 a.m. – 3:00 p.m. Marketplace 10:30 – 11:30 a.m. Choice of Three Concurrent Education Sessions 1:15 – 3:30 p.m. Technology Education Session 1:15 – 2:15 p.m. Roundtable Discussions 2:30 – 3:30 p.m. Choice of Two Concurrent Education Sessions 6:30 – 7:30 p.m. Connections & Cocktails 7:30 – 11:00 p.m. Closing Celebration: Dinner & Party 9:30 – 11:45 a.m. Technology Education Session 9:30 – 10:30 a.m. Choice of Two Concurrent Education Sessions 10:00 a.m. – 3:00 p.m. Marketplace 10:45 – 11:45 a.m. Choice of Two Concurrent Education Sessions 12:15 – 1:00 p.m. LAN Leadership 101 Interested in taking on a leadership opportunity in IAAP, but don’t know what it entails? Join HQ team members to learn about our grassroots leadership positions. LAN Directors are the face of IAAP to current and potential members. Find out the importance of our leadership positions, our marketing tips, and what setting up and running a LAN event really involves. We’ll have the lowdown on your questions and concerns, as well as tips on hosting great education and networking in your area. 4 Enjoy a drink before heading in for dinner and dancing at the Closing Celebration! Included in the Premium Package and available ala carte for the Standard Package, enjoy a delicious meal and celebrate the conclusion of a great conference and the admin profession as a whole! You deserve it! Stay after dinner for a DJ and great dancing! Accommodations Hyatt Regency New Orleans Be sure to book your room at the official IAAP Summit 2017 host hotel! 601 Loyola Avenue New Orleans, LA 70113 Experience the best of the Big Easy at the award-winning downtown New Orleans hotel. Located right next door to the Mercedes-Benz Superdome, Smoothie King Center and Champions Square, Hyatt Regency New Orleans offers easy access to the area’s most popular attractions. Hop on the Loyola Avenue Streetcar, or take a walk to the historic French Quarter, Arts District, Audubon Aquarium of the Americas and the scenic Mississippi Riverfront. 504.561.1234 $184/Single Room Rate; $214/Double Room Rate Guest room rates include: High-speed internet service and access to the health club. Rate does not include breakfast. How to make reservations at the reduced conference rate at the Hyatt Regency New Orleans: REGISTER for IAAP Summit 2017 in New Orleans, Louisiana. Room Block Cut-Off: June 21, 2017 RECEIVE your registration confirmation and hotel reservations link from IAAP via email. RESERVE your room at the Hyatt Regency New Orleans by reserving through the hotel link included in the confirmation email. NOTE: A one night's non-refundable room and tax deposit is due at the time of booking. Parking Self-Parking: $25 Valet Parking: $40+ Secured: Not Available Covered: Available The Hyatt Regency New Orleans is 100% non-smoking. 5 *Premium Package or separately ticked event Sunday, July 23 Monday, July 24 Morning Exercise Morning Exercise 6:00 – 7:00 a.m. Saturday, July 22 7:00 a.m. – 5:00 p.m. Connect Lounge The Connect Lounge is a must-visit location at Summit! Swing by to network with other admins, catch up on email, or charge your devices—or all three! 4:45 – 5:45 p.m. First-Time Attendee Orientation If this is your first time at an IAAP conference, this session is a can’t miss! You’ll learn the “lay of the land” during your time at Summit, and have an opportunity to meet and network with other attendees. 7:45 – 8:45 p.m. Speed Networking* Love the networking opportunities available at Summit? Take it a step further! Speed Networking provides strategic networking meetings, making sure you connect with people who work in your industry or share your interests. After you register, complete a short profile, and the system matches you with who you need and want to meet. You’ll receive a tailored itinerary to ensure you have time to make the most of each connection. Attendance is limited, so register today to participate! The Morning Exercise is an opportunity to get your blood pumping first thing in the morning, ensuring you are awake, refreshed, and ready for a full day of learning at IAAP Summit 2017. This is a great time to connect with new people and get some exercise! 7:00 a.m. – 4:30 p.m. Connect Lounge 10:30 – 11:15 a.m. Town Hall Business Session The Town Hall is open to all members in attendance. IAAP and The Foundation leadership will provide updates on the current events of both organizations and answer questions as time permits. 6:00 – 7:00 a.m. 7:00 a.m. – 4:30 p.m. Connect Lounge 5:00 – 5:30 p.m. IAAP Leadership and Staff Meet & Greet Stop by to say hello to an IAAP Board member, The Foundation of IAAP Board member, Branch Director, or HQ staff member. 7:00 a.m. – 5:00 p.m. The Foundation of IAAP Silent Auction Networking Lunch* Visit The Foundation of IAAP’s Silent Auction to bid on some great items for a great cause! Proceeds from the auction are donated to The Foundation. If you’re looking for some fun, friendly competition, don’t miss out on this event. The highest bidders will take home some great items and help The Foundation continue its mission to invest in the success of IAAP and administrative professionals. 5:15 – 6:30 p.m. Tuesday, July 25 Noon – 1:15 p.m. Included in the Premium Package and available ala carte for the Standard Package, the Networking Lunch offers the opportunity to informally network with fellow attendees over a delicious meal. The Foundation of IAAP Celebration* Join The Foundation of IAAP for its fourth annual celebration event! Learn more about The Foundation, help recognize the amazing donors and volunteers, and celebrate accomplishments, including a look at some exciting new initiatives. Enjoy some light hors d’oeuvres and have some fun! 6:00 – 7:00 a.m. Morning Exercise 7:00 a.m. – 4:30 p.m. Connect Lounge 6:30 – 7:30 p.m. Connections & Cocktails Enjoy a drink before heading in for dinner and dancing at the Closing Celebration! 8:00 – 10:00 p.m. Connections & Cocktails: Opening Celebration 7:30 – 11:00 p.m. Closing Celebration: Dinner & Party Join your fellow attendees for an IAAP Connections & Cocktails event! Meet up with old friends, make lots of new ones, enjoy some dancing, and everything in between. It’s the perfect kick-off to a great conference, so come for the connections, and stay for the cocktails! Included in the Premium Package and available ala carte for the Standard Package, enjoy a delicious meal and celebrate the conclusion of a great conference and the admin profession as a whole! You deserve it! 6 Track Descriptions 07.22.17 Technology: These sessions offer a deep-dive into software that is critical to your role. Bring your laptop to work in real-time with the instructor. 8:30 – 11:45 a.m. Session 1: Timesaving (and jaw-dropping) Microsoft Productivity Tips* Business Influence: Webster defines influence as the act or power of producing an effect without apparent exertion of force or direct exercise of command. Next to it is a picture of an admin. These sessions will help you keep those influence skills razor sharp. For all skill levels, including the experts! Organizational/Project Management: Most admins are now project managers in some capacity, whether they realize it or not. These sessions will give you the tools to be confident in this role and take your organizational skills to the next level. Speaker: Recertification: Track: Vickie Evans 3 Pre-Conference Workshop In this engaging session based on Vickie’s bestselling “100 Tips” series, discover quick and easy productivity hacks in Word, Excel, PowerPoint (and more) that will help you deliver better results faster by using more of the technology you know and love: Microsoft Office. You’ll also discover how to eliminate bad habits and unessential work so that you can: •Get more done in your day •Reduce late hours at the office, and •Execute flawlessly You’ll have everything you need to leverage more of the productivity tools you have at your fingertips! 8:30 a.m. – 4:30 p.m. Meeting Fundamentals* Speaker: Recertification: Track: Have you just been tasked with running the leadership conference at your job? Did you just get assigned to manage a new training event within your organization? Or, have you been planning board meetings for a few years but want to be sure you are keeping up to date with the latest trends and technology? This program will provide a quick and easy plan for your meeting and event needs, or it will improve your existing skills. By the end of this course, you will understand the following concepts: • Defining your meeting and SMART objectives • Creating a blueprint for your meeting • Developing a meeting budget • Preparing a RFP • Components for meeting design • Managing speakers • Setting up a room • Preparing and completing site inspections • Developing contracts • Selecting vendors • Planning food and beverage • Audiovisual basics • Transportation • Event execution Key Takeaways: •Master exciting Windows tips you’ll be sharing with your colleagues and friends •Learn how to *instantly* format documents in Word that just might make you cry and make you want to get back to your desk to try •Discover secrets to managing and formatting your lists in Excel that will transform the way you work and save you hours of time •Effortlessly convert dull bulleted slides into meaningful visuals, and more… Note: this session applies to all versions of Microsoft Office for PC 8:30 – 11:45 a.m. To The Top—A Summit Climb for Today’s Admin* Speaker: Recertification: Track: Rhonda Scharf 3 Pre-Conference Workshop It’s time to unlock your potential. Whether your career has lasted 1 year, or 50 years, you won’t make it to the summit without some challenges, bumps, upsets, regrets, and many unknowns. We all experience them, and we all can learn from these challenges. This three-hour workshop is about making it to “your” summit. It’s about identifying where you need to grow, and where your strengths are. You’ll learn about what you need to do to become a strategic business partner, about achieving the right balance, and about ensuring that you are the leader you need to be. •Career Checkup… Are you moving forward? Do you want to? •Current trends that may affect you and your career •Leadership skills needed to reach the top •Motivating yourself as well as others •Thinking like your executive – and why you should Come to this workshop prepared to have fun, prepared to learn about yourself, and prepared to make it To The Top! *Premium Package or separately ticked event Kristi Casey Sanders 6 Pre-Conference Workshop Attendance is limited to 100 participants – first come, first served. This course is worth 6 clock hours in CMP-IS domain A: Strategic Planning. Meeting Professionals International & Plan Your Meetings Meeting Professionals International (MPI) is recognized for providing premier education and professional development opportunities to its members and the meeting and event industry at large. MPI is excited to bring this educational program to those that are not necessarily a full-time meeting professional but who still have a need to gain the skill set for occasional oversight of meetings or events. 7 The content in this program was developed with Plan Your Meetings, the leading expert in providing education and networking assistance to those just starting out in the meetings and events industry and its development was sponsored by IHG, InterContinental Hotels Group. 1:15 – 4:30 p.m. Session 2: Timesaving Secrets to Effortlessly Creating and Managing Presentations in PowerPoint using Layouts, Slide Masters, and Themes* Speaker: Recertification: Track: Vickie Evans 3 Pre-Conference Workshop Merging slides and maintaining consistency throughout your PowerPoint presentations is a task that often results in frustration, panic, and missed deadlines. After years of training and supporting hundreds of PowerPoint users, Vickie found that 90% of the time knowledge of Slide Masters would have reduced errors and helped deliver excellent PowerPoint presentations in no time. Learn the step-by-step process and secret tips of how to effortlessly format your presentations using Slide Masters. The days of spending hours rearranging and formatting content in PowerPoint are sure to be over, as well as the tears. Key Takeaways: •Structure your presentations to ensure consistency throughout •Use Vickie’s litmus test to understand what is happening with your slide •Learn effective ways to fix problem slides •Confidently merge presentations •And much more! 07.23.17 8:30 – 10:00 a.m. Opening General Session/Keynote: Running Toward Chaos Speaker: Recertification: 1:15 – 4:30 p.m. To The Top – A Summit Climb for Today’s Admin* Speaker: Recertification: Track: Does your chaotic life make you want to run the other way? Do you wish things would calm down for just one minute? Natalie Stavas shares why running toward chaos, though counterintuitive, makes it more manageable. Listen to her amazing story of being ready to cross the finish line at the Boston Marathon in 2013 when she heard explosions. Instead of turning around and running away with the crowd, she ran toward the chaos and saved 4 lives that day. Don’t miss Natalie’s lessons to help you discover meaning in the chaos around you and become a person who “runs toward”. Rhonda Scharf 3 Pre-Conference Workshop It’s time to unlock your potential. Whether your career has lasted 1 year, or 50 years, you won’t make it to the summit without some challenges, bumps, upsets, regrets, and many unknowns. We all experience them, and we all can learn from these challenges. 10:15 – 11:15 a.m. This three-hour workshop is about making it to “your” summit. It’s about identifying where you need to grow, and where your strengths are. You’ll learn about what you need to do to become a strategic business partner, about achieving the right balance, and about ensuring that you are the leader you need to be. •Career Checkup… Are you moving forward? Do you want to? •Current trends that may affect you and your career •Leadership skills needed to reach the top •Motivating yourself as well as others •Thinking like your executive—and why you should Come to this workshop prepared to have fun, prepared to learn about yourself, and prepared to make it To The Top! *Premium Package or separately ticked event Dr. Natalie Stavas 1 Roundtable Discussions Recertification: 1 Want an opportunity to learn from your fellow attendees while also sharing your own expertise? Don’t miss the roundtables throughout the conference! Network with your peers while learning and sharing valuable information around various topics and industries. 11:15 – 11:45 a.m. Ed Talks Recertification: .5 Join various presenters in these TED Talk-type sessions, designed to deliver practical, relevant information in 10-minute segments. Learn invaluable tips from profession experts in a fun, fast-paced environment—make plans to attend each one! 8 1:30 – 2:30 p.m. Introduction to Minute Taking Speaker: Recertification: Track: Have you ever avoided applying for a job because it indicated you needed minute taking skills? Do you avoid eye contact at a meeting when they are looking for a minute taker? Maybe even come to the meeting deliberately late so that you won’t be chosen? Worry that you don’t have shorthand and can’t write fast enough? You are not alone. Most people learn to take minutes from copying the previous minute takers example, but what if you have no previous example? What happens if what they have created in the past doesn’t make sense to you? Most people are not even remotely confident when it comes to taking minutes because they were never taught how to take minutes. Attend this session to gain the confidence you need to become a skilled minute taker. 1:30 – 3:45 p.m. Microsoft OneNote: Beyond Notetaking Speaker: Recertification: Track: Melissa Esquibel 2 Technology Whether you’re already using this amazing tool or you’ve just toyed with the idea, but haven’t jumped in, this session is for you. In this two-hour workshop, we’ll review the basic building blocks of OneNote notebooks, such as sections, pages, and tags. Then we’ll take a look at some more in-depth structural elements, tools, and techniques for creating OneNote notebooks that can do the heavy lifting. We’ll cover: •Sharing notebooks •Section groups •Internal and external linking •Custom tags and tag summaries •Page templates •Password protection Key Takeaways: • The purpose of minutes (what are they designed to do) • What minutes should and should not contain (and why) • Why you shouldn’t be taking verbatim minutes and how to take minutes without the common “Mary said, Bob said” mistake • Quick tips and tricks to get you ON THE RIGHT TRACK in your next meeting Key Takeaways: •You’ll be able to apply these tools and techniques in OneNote to produce: •Meeting Minute Books •Procedure Manuals •Project Management Repositories •Travel Coordinator Resources The session is applicable to all PC desktop versions of OneNote from 2010 forward. Some skills will transfer to Mac and Office online (Office 365), but these versions will not suffice for hands-on learning in this session. 2:45 – 3:45 p.m. Where Do I Stand?—Navigating Office Politics Speaker: Recertification: Track: Francisco Gonima 1 Business Influence Have you ever wondered why some colleagues seek you out for your advice while others get irritated when you speak up in meetings? Why some of your peers are on a first name basis with senior executives and you feel lost in the crowd? One obvious part of understanding who you do and don’t have access to or influence with at work has to do with experience and expertise; however, there are plenty of times you’ve had both and have been left out of a critical conversation. Standing is a critical yet invisible dimension to your role and influence at work that often dictates perceptions and attitudes about what topics we have the credibility to speak on. This session will introduce you to some very practical ways to size up the office playing field, who the players and trustees are, and where you stand with them in order to speak up and stand out to make positive contributions to the team. Remember that where you stand in your company doesn’t have to be defined by where you sit. 1:30 – 2:30 p.m. The Art, Science, and Strategy of Managing Up Speaker: Recertification: Track: Rhonda Scharf 1 Organizational/Project Management Veronica Cochran 1 Business Influence Managing-up is a popular term with a plethora of meanings. Would it surprise you to learn that managing up has little to do with actually managing a boss and more to do with leveraging yourself? Managing-up is a strategy for working with others that results in personal, professional, and organizational benefits. Managing up is a style of self-management that prepares you to: •Achieve buy-in for your ideas •Disagree respectfully without hurting productivity •Improve job performance •Build professional partnerships •Promote career advancement Key Takeaways: • Examine the scales at which workplace action plays out, from strategic to task, and self-assess your readiness to engage the various layers • Learn methods for conducting an environmental scan and power analysis to gain better insight into the strategic actors in your workplace environment and identifying your respective self-interests • Understand the sensitive role that “standing” plays in intraoffice relationships and learn practices for building and navigating standing with high ranking colleagues in order to get things done Key Takeaways: •Understand the role of managing-up in job satisfaction and career success •Discover tools and techniques for effectively managing-up at all levels of your organization •Understand common pitfalls of managing-up that may potentially undermine career success 9 2:45 – 3:45 p.m. Onsite Event Management Speaker: Recertification: Track: 07.24.17 Kristi Casey Sanders 1 Organizational/Project Management You’ve prepared for this meeting for months. Contracts have been signed, registration’s closed and everyone’s on their way to your event. But are you really prepared? Or more importantly: Is your team of staff and volunteers prepared? Is there anything you’ve forgotten to communicate to your attendees? 8:30 – 9:15 a.m. The Modern-Day Assistant as a Strategic Business Partner Speaker: Recertification: During an event, a million things could go wrong and a thousand things typically do. In this session, you’ll go through the steps needed to minimize risk, maximize order, and make spot emergencies more manageable. Key Takeaways: •Create a logistics action plan •Evaluate and manage onsite risks and emergencies •Understand the importance of communication plans Since the recession began in 2008, the role of the assistant has changed beyond recognition. There has never been a more confusing time to be an assistant because the responsibilities have developed so fast. In this session, Lucy Brazier looks at the role past, present, and future to explain why it has developed how it has. She explores the opportunities that this creates for you to become a true business partner to your executive; including developing the partnership, setting the ground rules, communication, adapting to style, and maintaining a great partnership. Key Takeaways: • Build a powerful strategic business partnership with your executive including developing the partnership, setting the ground rules, communication, adapting to style, and maintaining a great partnership • Manage your own personal development and understand why it is one of your ‘stones’ • Understand the past, present, and future of the role and the opportunities this creates for you • Learn about Maslow, Addams, and Tuckman and how these theories are key to changing your perceptions 4:00 – 5:00 p.m. Ed Talks Recertification: 1 4:00 – 5:00 p.m. Charitable and Estate Planning Under Current Law Speaker: Recertification: Stacey Prince-Troutman 1 Do you want to learn the basic knowledge in organizing, budgeting, and communicating with regard to charitable contributions and estate planning? Learn about the basic federal laws and regulations pertaining to various ways of charitable giving. Lucy Brazier .75 9:30 – 11:45 a.m. Build Perfect PDFs with Acrobat Pro Speaker: Recertification: Track: Neil Malek 2 Technology Distributing PDFs can be a headache. In this session, we’ll tackle several of the biggest PDF problems you face, and solve them with simple tools you can use immediately. With redaction and document cleaning, you can remove confidential information quickly and easily. With bookmarks, hyperlinks, headers, and footers, you can create a rich, useful document. And with the Action Wizard, you can manage multiple documents with ease. Key Takeaways: • Work with security, confidentiality, and redaction tools to guarantee the integrity of your document • Add bookmarks and hyperlinks to create a rich, easilynavigable experience • Save header, footer, and watermark settings for reuse across multiple documents • Create custom actions with the Action Wizard, and batch process PDFs • Inspect attachments and other causes of bloated file sizes 10 10:45 – 11:45 a.m. The Assistants’ Guide to Self-Awareness— Part II Speaker: Recertification: Track: This session will show how success as an assistant begins with an understanding of yourself. During the session, we will look at: the Belbin Psychometric testing exercise to explore strengths, weaknesses, and where you fit into your team; and the Johari Window—opportunities from self-awareness, your beliefs, values and behaviors; your inner voice, how body language can make a difference; and how important communication is. 9:30 – 10:30 a.m. The Assistants’ Guide to Self-Awareness— Part I Speaker: Recertification: Track: Lucy Brazier 1 Business Influence Key Takeaways: • How Belbin Psychometric testing exercise can show you your strengths, weaknesses, and where you fit into your team • The use of the Johari Window to help you use opportunities from self-awareness • The beliefs, values, and behaviors in yourself • How your inner voice can stop holding you back • How communication can make a difference not just in your work life, but your personal life also This session will show how success as an assistant begins with an understanding of yourself. During the session, we will look at: the Belbin Psychometric testing exercise to explore strengths, weaknesses, and where you fit into your team; and the Johari Window—opportunities from self-awareness, your beliefs, values and behaviors; your inner voice, how body language can make a difference; and how important communication is. Key Takeaways: •How Belbin Psychometric testing exercise can show you your strengths, weaknesses, and where you fit into your team •The use of the Johari Window to help you use opportunities from self-awareness •The beliefs, values, and behaviors in yourself •How your inner voice can stop holding you back •How communication can make a difference not just in your work life, but your personal life also 10:45 – 11:45 a.m. E-Writing @ Work: Instantly Effective Email Practices for the Super-Busy Writer Speaker: Recertification: Track: 9:30 – 10:30 a.m. Proof It! How to Be a Better Proofreader Speaker: Recertification: Track: Mandi Stanley 1 Organizational/Project Management Catch and correct your careless email and writing bloopers—before the bloopers catch you! Join this highly interactive content-rich session to make sure your documents and emails are error free with no embarrassing mistakes. Walk away with three tangible proofreading tools you can use immediately to proofread more effectively and efficiently. If you’re tired of reading the same document four or five times--and still finding something else to change—get ready to laugh and learn with Mandi Stanley as she shares her own proofreading horror stories and admonishes you to throw away your red pen! Key Takeaways: •How to use the “Newspaper Proof”: a fail-safe three-step approach to proofreading •How to build your “Proofreader’s Power Pack” with indispensable tools and resources •How to proofread for quality under tight deadlines •How to proofread in a sometimes distracting office environment Lucy Brazier 1 Business Influence Mandi Stanley 1 Organizational/Project Management Nobody is reading your emails. It’s true. You’re writing these memos and sending emails—and no one is reading them. You’re emailing important project updates and attaching minutes from meetings, but when everyone shows up, it’s quickly evident no one has even read the email or opened the attachment. They received it, but they didn’t read it. That’s a problem—and a huge time waster. Solutions lie in this fast-moving interactive session targeted for anyone responsible for overseeing outgoing correspondence and email throughout the business day. Key Takeaways: • Recognize the top seven credibility-robbing email mistakes and how to avoid them • Practice the formula for writing a complete subject line to ensure your message gets opened, read, and acted upon • Use mapping to organize emails quickly • Get a grip on your inbox with a few time management tips 12:15 – 1:00 p.m. LAN Leadership 101 Interested in taking on a leadership opportunity in IAAP, but don’t know what it entails? Join HQ team members to learn about our grassroots leadership positions. LAN Directors are the face of IAAP to current and potential members. Find out the importance of our leadership positions, our marketing tips, and what setting up and running a LAN event really involves. We’ll have the lowdown on your questions and concerns, as well as tips on hosting great education and networking in your area. 11 1:15 – 2:15 p.m. Thinking Like Leonardo da Vinci! Skills for Efficient Critical Thinking and Problem Solving Speaker: Recertification: Track: Lisa Olsen 1 Business Influence Revolutionary assistants must think differently. Leonardo da Vinci was a revolutionary thinker who was ahead of his time. He attempted to understand the world around him. We use many of his early discoveries today! In this new and unique session, we will tap into the Da Vinci genius and practice some stimulating exercises that may just bring out the Da Vinci in you! Key Takeaways: • Sharpen your question-asking skills and develop a personal list of Top Ten Power Questions • Discover the benefits of “confusion endurance” and sharpen your senses in the face of uncertainty • Develop the skill of “Systems Thinking”—a recognition and appreciation for the interconnectedness of things • Determine the barriers and obstacles that sometimes prevent you from feeling confident in your decision making • Discover 8 Thinking Traps that sabotage your motivation 12:15 – 1:00 p.m. Making Sense Out of Certification There are a plethora of education and training options available for today’s administrative professional, but how do you decide which is right for you? During this workshop, we will breakdown the common types of credentials, explain what each means, and how they relate to your personal career path. Special attention will be placed on those not offered through colleges, such as certificates, certifications, and licenses. 12:30 – 1:00 p.m. 1:15 – 2:15 p.m. Recertification: Speaker: Recertification: Track: Ed Talks Intro to Project Management for Admins .5 1:15 – 3:30 p.m. Professional Secrets in Microsoft Excel Speaker: Recertification: Track: Neil Malek 2 Technology Building a spreadsheet has many facets—data entry, formatting, calculations, and reporting included—and you’ve probably met someone who somehow does it all better than you. In this session, we’ll cover shortcuts and tools the pros use every day to make their work better and faster. We’ll pull back the curtain on things like nested functions, named ranges, tables, and data validation. Key Takeaways: •Fly across your spreadsheet with navigation and editing shortcuts you can use immediately •Use named ranges and tables in calculations to future-proof your spreadsheet, and simplify your functions •Prepare your spreadsheet for data with custom number formatting, conditional formatting, and data validation •Embed lookup functions in your day-to-day work for maximum flexibility •Learn subtotal functions for filterable reporting Rhonda Scharf 1 Organizational/Project Management Are you curious as to what else is out there for you? Wonder how you can use your admin skills at a higher pay level? Want to do more, earn more, and achieve more? Project Management just might be in your future. Actually, it might be in your present, you just aren’t aware of it yet! Learn the terms (so you can feel informed), identify the steps (so you can participate), and open your eyes to a whole new world. Key Takeaways: • What is, and what isn’t project management (to clarify when you really are working on projects that can help your career) • What is required to make the leap to project manager • What do all those terms really mean • What are the stages of project management, and my role in each stage • How do I incorporate the language of project management into my job description or resume 2:30 – 3:30 p.m. Building a Powerful Personal Brand Speaker: Recertification: Track: Anel Martin 1 Business Influence We all have a personal brand whether we realize it or not. It determines not only our long term earning potential but also at times our future opportunities. A strong personal brand cannot be faked; it needs to be authentic and is refined over time by being consistent and professional. In a world where more assistants are competing for fewer positions, we need to become aware of the value of our own personal brands and how to make our brands work for us. What are the things that build and damage our brands and how do we ensure that our brands are considered a premium and desirable? 12 Key Takeaways: • Learn why your brand matters • Explore brand building and breaking activities • Start to define your own brand story 2:30 – 3:30 p.m. Finance Basics for Today’s Admin Speaker: Recertification: Track: 10:30 – 11:30 a.m. Rhonda Scharf/Warren Munn 1 Organizational/Project Management Do you shy away from all talks on P&L statements, dread budgeting season, and generally feel like you don’t understand when your executive starts talking numbers? You’re not alone. Most people struggle understanding the concepts and the application of financial knowledge. This workshop will not only make learning that information fun, it will give you the confidence you need to participate and understand fully during the next financing discussion. In a fun game show format (in teams), you will learn: •the terms you need to know, and what they mean to you •to read financial statements so you can ask the right questions •to take the confusion out of profit and loss statements 3:45 – 4:45 p.m. Recertification: Cloudy to Partly Cloudy—Working with Cloud Technology Speaker: Recertification: Track: Cloud technology can be confusing and the many vendors perplexing. This session overviews what cloud technology is and its advantages and disadvantages. After knowing the basics of cloud technology, then we assess the popular cloud services, including Google’s Drive, Microsoft’s OneDrive, DropBox, and Apple’s iCloud. We’ll compare these cloud services with the similarities and differences between them. With each of the applications (Drive, OneDrive, DropBox and iCloud) we will learn how to upload, sync, and share our files. This is a very interactive workshop with attendees offering their experience and best practices with the cloud storage apps. Off to the cloud we go! Key Takeaways: • Learn what cloud technology is versus other storage technologies • Examine Google Drive, Microsoft OneDrive, Apple iCloud, and DropBox • Create, edit, and sync documents in the cloud • Share and collaborate documents • Discover advantages and disadvantages of cloud technology 1 Roundtable Discussions 07.25.17 8:30 – 10:00 a.m. Closing General Session/Keynote: One More Thing, One More Time Speaker: Recertification: Josh Sundquist 1 Greg Creech 1 Technology 10:30 – 11:30 a.m. Josh Sundquist is a Paralympic ski racer and bestselling author who has been featured on CNN and in USA TODAY, and has spoken across the country to groups ranging from Fortune 500 companies to inner city public schools to the White House. His high-octane blend of energy and humor inspires organizations and individuals to adopt his ski racing motto, 1MT1MT (one more thing, one more time) as their new standard of excellence. Josh shares stories about losing his leg to cancer, ski racing in the Paralympics, and playing jokes with his artificial leg to give motivation for overcoming adversity and reaching peak performance. It’s Not You, It’s ME: There’s No Such Thing as Difficult People! Speaker: Recertification: Track: Carol Schulte 1 Business Influence There’s no such thing as a “difficult” colleague or customer; only different personality styles! Each of us has a unique personality and yet, when we can celebrate instead of shy away from our differences, we can work together to achieve our desired outcomes. When you discover the common ground between your personality and the various personalities of those you work with, everybody wins. After all, at the end of the day, we’re all in the people business. Key Takeaways: • Discover the most effective communication strategies for each of the prominent personality styles, so you can properly target your communication • Understand the difference between ‘difficult’ versus ‘different’ • Explore how the fundamentals of actively listening, creating harmony, and managing stressful situations can bridge the gaps that sometimes develop between different personality styles • Gain tangible techniques to have your voice heard and respected 13 10:30 – 11:30 a.m. Step Into the Spotlight: How to Prepare for Your Show-Stealing Annual Performance Review Speaker: Recertification: Track: Kemetia MK Foley 1 Organizational/Project Management Step into the performance spotlight. Develop a detailed plan and master the tool options to manage your annual review throughout the year. Shine a brand-new light on all that you do to support the strategic and financial goals of your organization and in turn, build support for your professional goals. 2:30 – 3:30 p.m. You will learn how to gather relevant data, document purpose-related successes, build a financial cost-benefit case, and confidently navigate the face-to-face portion of performance reviews. Assistants globally play an integral part in supporting business leadership in achieving their goals. Working alongside your manager as a strategic partner is vital in ensuring their needs and the support we provide as assistants continue to meet their expectations. This 1 hour session will focus on key actions to enhance and improve the working relationship with your leadership and their teams. Key Takeaways: •Create a step-by-step strategic plan to achieve personal and performance goals •Define tracking system options •Identify and document relevant support materials •Learn to build a cost-benefit analysis case •Negotiate performance review outcomes 1:15 – 2:15 p.m. Recertification: Maintaining a Strategic Business Partnership With Your Manager Speaker: Recertification: Track: Key Takeaways: • Define the strategic partnership between assistant and manager • Explore the trust factor and integrity within the professional relationship • Establish management expectations to create an open and collaborative partnership • Focus on how communication becomes crucial within the partnership • Maintain a lasting strategic partnership 1 Roundtable Discussions 1:15 – 3:30 p.m. Truth or Consequences: Selecting the Best Tech for Your Company Speaker: Recertification: Track: Jim Spellos 2 Technology 2:30 – 3:30 p.m. What’s the best tech for you and your organization’s efforts? Cloud-based or local? Excel or a true database? Mobile or laptop? As the go-to person on practical technologies for their organizations, administrative professionals are being asked to determine what’s best to use, but is your decision the best one for your needs? This interactive session will go over the pros and cons of these types of decisions and will engage your peers to see what they’re using... and why that choice was made. Key Takeaways: •Understand the strengths and weaknesses of various cloud based vs. desktop applications •Identify tools outside of Excel for data management, and determine if they are a better fit for your organization •Recognize how your peers came to similar decisions... and help others make the right choices Cathy Harris 1 Business Influence Increase Your Operational Effectiveness by Creating Effective Systems Speaker: Recertification: Track: Julie Perrine 1 Organizational/Project Management When things at work start sliding sideways, it’s easy to lose your focus and composure. As an administrative professional, your ability to quickly bounce back and get things headed in the right direction builds credibility, trust, and confidence in those you support. With effective systems in place, you can navigate unexpected changes more adeptly, find support and resources more quickly, and bring calm to the chaos that surrounds you. Creating effective systems to support you and your team are vital to becoming a more effective and efficient admin. Key Takeaways: • What systems are and why you need them • How to identify where systems are needed • How to create effective systems to support your success • The key to making systems work for you 14 Monday, July 24 & Tuesday, July 25 B e sure and check out Marketplace, one of the most popular events at IAAP Summit. Visit with a plethora of exciting vendors to learn what they have to offer you to be more proficient in your office. 2016 Exhibitors included: •Administrative Professional Today •Hammermill •Alaska to Africa Travel •Home Instead Senior Care •Amax Inc. •HPN Global •Anna Marie Events •Madison College •Boise Paper •Master Manufacturing Company •Boxed Wholesale •Tops Products •Carey International •Smead Manufacturing Company •Christopherson Business Travel •Staples Business Advantage •Domtar •The Charter Store •The Foundation of IAAP •Vista Grande •GroundLink 15 Elevate yourself and take the next step in your career by participating in IAAP Leadership Academy 2017! Participate with a select group of your peers in this life-changing 16-week journey that builds your brand, builds your business partnerships, and increases leadership effectiveness. Gain the tools and support you need to become a leader and advance your career! REGISTER TODAY! LEADERSHIP ACADEMY www.iaap-leadershipacademy.org Sponsored by *Premium Package - Pre-Conference Workshops Premium Package attendees can participate in a combination of education on Saturday, July 22 that will provide up to 6 IAAP CAP recertification points. **Buy 4, get 1 free corporate discount Buy 4 Premium Package registrations and receive 1 Premium Package registration complimentary! To qualify, registrants must be employed by the same company, registration forms must all be received at one time, registrations must be accompanied by IAAP’s Corporate Discount Form, and one payment is made for all registrations. An example of one payment is a check with total payment for all 4 Premium registrants. No other groups qualify as a company. IAAP Summit 2017 Information IAAP Summit hotel accommodations Register today Register by May 26, 2017 and take advantage of the reduced Early Bird rates! How to make reservations at the reduced conference rate at the official IAAP Summit 2017 host hotel: 1.Register for IAAP Summit 2017 in New Orleans, Louisiana. 2.Receive your registration confirmation and hotel reservations link from IAAP via email. Registration Rates Member Registration Rate Early Bird (registration by May 26, 2017) $925 – Premium $725 – Standard 3.Reserve your room at the official IAAP Summit 2017 host hotel, the Hyatt Regency New Orleans, by reserving through the hotel link included in the confirmation email. NOTE: A one night's non-refundable room and tax deposit is due at the time of booking. After Early Bird $1,125 – Premium $925 – Standard What to wear The education and General Sessions are business casual attire. Dressing in layers is recommended to ensure your comfort. Casual attire is appropriate for the Connections & Cocktails: Opening Celebration and The Foundation of IAAP Celebration. Party attire is appropriate for the Closing Celebration: Dinner & Party. Nonmember Registration Rate Early Bird (registration by May 26, 2017) $1,225 – Premium $1,025 – Standard Closing Celebration: Dinner & Party After Early Bird $1,425 – Premium $1,225 – Standard • Ticketing: IAAP Summit 2017 Premium Package attendees receive one ticket to the Closing Celebration: Dinner & Party. Standard Package attendees or Premium Package attendees with guests may purchase additional tickets for $125 each. Registration packages Customize your IAAP Summit 2017 experience with a registration package that is tailored to meet your education needs and budgetary requirements. Choose from the Premium or Standard registration packages detailed below: Premium Registration Standard Registration Connections & Cocktails: Opening Celebration 4 4 First-Time Attendee Orientation 4 4 Education Tracks & Sessions 4 4 Opportunity to earn up to 22.75 recertification points 4 Opportunity to earn up to 16.75 recertification points 4 Pre-Conference Workshops* 4 Networking Luncheon 4 General Sessions 4 Closing Celebration: Dinner & Party 4 Marketplace 4 The Foundation of IAAP Celebration • Seating: The Closing Celebration: Dinner & Party has open seating. • Table reservations: Attendees may purchase pre-reserved tables at the Closing Celebration: Dinner & Party. The table reservation form is available here. IAAP Summit 2017 photographer Exulting Images will be joining IAAP in New Orleans to provide high quality, affordable, professional headshots and group photos to IAAP Summit attendees. Be sure to take advantage of the great packages they will be offering: • Headshots, small group photos, and event pictures $10: You will receive personally selected, digital pictures on CD upon checkout. *Discount: 50% Savings after you purchase 10 images! 11th picture + is only $5! • Upgraded headshot $30: You will receive a digital head shot and photo re-touching; softening of fine lines, brighter eyes, whitening of teeth, via email within 2 weeks post event. 4 • Closing Celebration photos: There will be a formal portrait station where you will be able to take formal portraits by yourself or up to 8 people in a group. All images from this event will be available on the Exulting Images website within 2 weeks. Digital downloads will be $15 each. 4 4 Eligible for Buy 4, Get 1 Free Corporate Discount ** 4 17 IAAP Summit 2017 Information Travel & Transportation Airport The Hyatt Regency New Orleans is located approximately 15 miles from the Louis Armstrong New Orleans International Airport (MSY). MSY is serviced by most major airlines. Ground Transportation to/from Airport •SuperShuttle is approximately $24 per person each way. For more information and/or to book a SuperShuttle reservation visit www. supershuttle.com or call 800.258.3826. Remember to use the IAAP discount code: IAAP1 and receive 10 percent off when you make your reservations! •Airport Shuttle New Orleans is approximately $24 per person each way. For more information and/or to book an Airport Shuttle reservation visit www.airportshuttleneworleans.com or call 866.596.2699. •Taxi fare will be approximately $35 each way for the 15-mile ride. Unique & Cost Effective On-site Transportation •Be sure to download the RTA GoMobile app for a convenient way to get around New Orleans via bus, streetcar, or ferry. The app gives you access to maps and schedules, RTA stops near you, and when the next bus or streetcar will arrive. Learn more about the RTA app and how to download it on the RTA website. •Pedicabs are a new transportation option in New Orleans. Hail this eco-friendly transportation option on the street; drivers will tell you their rates and get you to your destination in style. IAAP Hub The IAAP Hub is your one stop shop for all things IAAP. Attendees can purchase the latest in IAAP apparel and gifts, and of course a wide selection of educational books. IAAP Summit cancellation policy Cancellation and refund requests received in writing by June 7, 2017 will qualify for a refund, less a $100 administrative fee, per registration. Refunds are not available to registrants who receive the corporate discount. Refund requests should be emailed no later than June 7, 2017 to [email protected]. Refunds will be processed within 10-15 business days. No refunds will be issued after June 7, 2017 at 5:00 p.m. CT. Event payment IAAP accepts check, money order, or credit card payments (Visa, MasterCard, American Express, and Discover) in U.S. Dollars. IAAP cannot process registrations without full payment and a completed registration form. Once submitted to IAAP, the form of payment may not be changed. Special dietary needs IAAP is happy to accommodate your special dietary needs within reason and to the best of our ability, prior to conference. Please be sure to be as specific as possible on your registration form, regarding your dietary needs. Please note: if you decline to specify your needs in advance, we cannot guarantee that we can accommodate your needs on-site. ADA IAAP complies with the Americans with Disabilities Act. If you are disabled and require special arrangements, please specify on your registration form, or contact [email protected]. Notice of special needs must be received by June 24, 2017. 18
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