DallasHR 2018 Community Report

2018 Community

Report of DallasHR Management Association, Inc.

TABLE OF CONTENTS

Executive Director’s Message . . . . . . . . 3 Board of Trustees . . . . . . . . . . . . . 4 DallasHR President’s Message . . . . . . . . 5 DallasHR Board of Directors . . . . . . . . 6 Guiding Principles . . . . . . . . . . . . 7 Stronger as a Community . . . . . . . . . . 8 Member Demographics. . . . . . . . . 8 Advancing the Industry . . . . . . . . . . 10 Education Events . . . . . . . . . . . 10 Online Learning Center. . . . . . . . . 10 Recertification Credits. . . . . . . . . 10 Connecting the Industry . . . . . . . . . 11 Networking . . . . . . . . . . . . . 11 The Community Forum. . . . . . . . . 11 Keeping Members Employed. . . . . . . 11 Boosting Website Traffic . . . . . . . . 12 Spreading the News - The Bulletin . . . . 12 Social Connections . . . . . . . . . . 12 Signature Events . . . . . . . . . . . . 13 HRSTARS Award Gala. . . . . . . . . 13 The HRSouthwest Conference. . . . . . 14 Conference Board of Directors . . . . . . 15 Conference Attendee Demographics . . . 16 Giving Back . . . . . . . . . . . . . . 17 Celebrating Excellence . . . . . . . . . . 18 Investing in Your Success . . . . . . . . . 20 Thank You Sponsors . . . . . . . . . . . 21 DallasHR Sponsors. . . . . . . . . . 21 The HRSouthwest Conference Sponsors. . 22

DallasHR is a not-for-profit professional association and the local choice of Dallas and Collin County area human resources professionals. Founded in 1939, the organization provides innovative and relevant education, networking opportunities, busi- ness exchanges, and is the third largest Society for Human Resources (SHRM) affiliate chapter with more than 2,100 engaged members. Collin CountyHR, a Member Services Area of DallasHR, was formed in 2017 to accommodate members in the northern corridor of Dallas and serves more than 425 DallasHR members who live or work in Collin County. DallasHR powers The HRSouthwest Conference, designated the official State of Texas SHRM Conference; it is one of the largest regional human resources events in the U.S., hosting more than 2,300 attendees, speakers and exhibitors annually. Our Mission To serve our members and partners by providing superior development offerings, quality resources and valuable networking opportunities that enhance and elevate the competency, reputation, reach and visibility of the HR profession. Our Vision To be the premier resource for advancing and connecting the regional HR community.

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MESSAGE FROM THE EXECUTIVE DIRECTOR

AND WE’RE JUST GETTING STARTED… I am very excited to kick-off our inaugural Commu- nity Report for DallasHR Management Association. This project has been a work in progress for more than a year now and I am pleased to share our suc- cesses from 2018! The DallasHR Management Association (DHRMA) volunteers and staff team have been working diligently to focus the organization on four specific strategies. Volunteer and staff teams met throughout 2018 to set goals and focus our energies in these four areas: We kicked off the year with an expansion of our educational offerings to include monthly meetings with more education hours and a focus on Talent Management in addition to general HR topics. Now attendees can receive more recertification hours than ever before. And we made the commitment and investment to build a new Online Learning Cen- ter to house these educational sessions in addition to the conference sessions already offered online. Our signature event, The HRSouthwest Conference, gained momentum in October offering nearly 17 hours of recertification credit from education ses- sions and the new Knowledge Hub on the expo floor. Attendee satisfaction grew to 97% overall and attendees were 95% likely to recommend The HR- Southwest Conference to a colleague or friend. • Innovative Educational Offerings • Membership and Customer Experience • Volunteering • Marketing and Branding

We continued our expansion of Collin CountyHR with five educational offerings and five networking oppor- tunities around Collin County. DallasHR members who live or work in Collin County continue to have easy access to programs right in their own backyard. Our membership finished the year with 2,176 mem- bers (a new record) representing a 6.7% growth over 2017. This includes a strong member retention rate of 76% for the year. We invested more in our Information Technology ef- forts by bringing on a full-time in-house Sr. Manager of IT to manage our major projects of the DallasHR website redesign, the membership database up- grade and overall IT security. Each of these projects designed with the goal in mind of bringing DallasHR and The HRSouthwest Conference to our members when and where they want it. DallasHR held our inaugural HRSTARS Gala, a black-tie event honoring our members and the local HR community for their service to the HR industry. More than 250 attended and awards were presented in 10 categories for outstanding achievement. Thank you to all of the volunteers who helped make 2018 a huge success! We look forward to more to come.

Brad C. Shanklin, IOM Executive Director, DallasHR & The HRSouthwest Conference

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LEADERSHIP & VOLUNTEERISM

The DallasHR Management Association has a long-standing, rich tradition of volunteerism. Today, this tradition continues as more than 135 core members contribute their time and talents toward advancing our initiatives. Volunteer members are truly the lifeblood of the chapter, leading and managing initiatives to connect thousands of HR professionals across Dallas.

2018 Board of Trustees

Chairwoman Jennifer Davis, SPHR Vice President Human Resources, Lone Wolf Real Estate Technologies

Sandra Reid, Ph.D Chair, Graduate School of Business, Dallas Baptist University

Strategic Advisor Rick Robinson Managing Director, Ramsee Consulting Group

Bill Davis, JD Attorney, Jackson Lewis LLP

Kim Vincent, PHR, SHRM-CP SVP, Human Resources, Affiliated Bank

Kim Follis, SHRM-CP President, Delta Dallas

Bruce Waller, CRP, PHR, SHRM-CP

Diana Meisenhelter Managing Director, Talent Acquisition and Diversity, FedEx Office

VP, Corporate Relocation, Armstrong Relocation & Companies

Brad Shanklin, IOM Executive Director, DallasHR & The HRSouthwest Conference

Dustin Paschal, JD Attorney, Simon | Paschal, PLLC

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MESSAGE FROM THE PRESIDENT

I will always remember 2018 as a banner year for DallasHR. While I will ad- mit some bias in that regard, since I served as DallasHR President in 2018, my belief is based not on my service but on what we were able to accomplish as an organization. I began the year inspired by Ron Culberson’s book Do It Well. Make It Fun. and I made it my theme for the year. I charged the DallasHR Board of Directors and membership as a whole to excel as volunteer leaders, volunteers, and HR professionals, but also to enjoy the journey and have fun. Through the joint efforts of the Board of Directors, the DallasHR staff, and our membership, 2018 ex- ceeded my expectations! We saw the theme woven through every aspect of our organization. We de- buted an all-new educational programming struc- ture that provided more continuing education hours than ever before, provided greater flexibility to our membership, increased our talent acquisition offer- ings, and provided a more in-depth review of topics relevant to our membership. We provided network- ing opportunities at fantastic venues throughout the city and energized our in-office networking events with themes and activities. We solidified our grow- ing Collin CountyHR area with engaging educational opportunities and increased networking opportu- nities. All the while, we remembered to have fun

and enjoy ourselves! These efforts paid remarkable dividends. Our membership numbers reached historic highs, we regularly reached capacity at our networking events, and our volunteers were engaged and active throughout the year. I am especially proud of the pinnacle of our efforts to do it well and make it fun—our first annual HRSTARS gala! We had more than 250 attendees in their finest attire enjoying an eve- ning of pure celebration and fun.We honored ten outstanding individuals and companies for their achievements in HR, enjoyed great music, par- took of some excellent food and drinks, and had a fun evening with our friends and colleagues! I can honestly say that 2018 was an unbelievable year and an absolute success! It was my pleasure to serve as your President and it is through your efforts that we did it well and made it fun!

Dustin Paschal President, DallasHR

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2018 DALLASHR BOARD OF DIRECTORS

President Elect Mark Waller, PHR, SHRM-CP General Manager, A-1 Freeman North America, Inc.

President Dustin Paschal, JD Attorney, Simon | Paschal, PLLC

Career Support Committee Leaders

Member Engagement Committee Leaders

Director Tomi Morris Client Experience Leader, Delta Dallas

Director Austin Castleberry, PHR HR Generalist, CyrusOne

Director Elect Mike Pierce Employee Benefits Consultant, Arthur J. Gallagher

Director Elect Karla Flinn Director, Businessolver

Collin CountyHR Committee Leaders

Student Engagement Committee Leaders

Director Holly Novak, SPHR, SHRM-SCP Manager, Jack Henry & Associates

Director Tom Barton, SHRM-SCP Human Resources Director, KidsCare Home Health

Director Elect Lauren Truelove, PHR, SHRM-CP VP of Administration, Unity Hunt, Inc.

Director Elect Paige Lueckenmeyer, SHRM-CP, SPHR HR Director, Black Mountain Sand

Education Committee Leaders

Workforce Readiness Committee Leaders

Director Lisa Harris Manager, Client Relations, Thorn Network

Director Callie Miller, PHR, SHRM-CP, CSP VP of Sales, High Profile Staffing

Director Elect Allison Lyons, SPHR Senior Manager Talent Acquisition, Toyota Motor North America

Director Elect Kelley Barringer Human Capital Advisor, Ardent Solutions

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OUR GUIDING PRINCIPLES

Our members belong to the DallasHR community for reasons beyond their individual business success. They are members because they care about improving and advancing the HR industry.

DallasHR is committed to being the premier resource for advancing and connecting the regional HR Community. The values guiding our efforts are:

SERVICE We exist to serve our members/attendees and our community.

COLLABORATION Volunteers, members, and staff work together to meaningfully impact the HR profession, the HR professional, and our community.

INTEGRITY We create a culture of honesty, accountability, and ethical behavior to build a community of trust.

EXCELLENCE In all our offerings, we will continuously improve to increase our value and impact in our community.

COMPASSION We work to improve the lives of our members, volunteers, partners, and staff by being attentive to their challenges.

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STRONGER AS A COMMUNITY

2018 was a busy year for DallasHR. Designated as the third largest SHRM chapter nationally, up from fourth in 2017, DallasHR’s member numbers are on the rise. With a goal of attaining 2,174 members in 2018, we ended the year at 2,176 , a 7% increase over 2017.

EXPERIENCE LEVEL

Member Demographics Our members are a diverse group of pro- fessionals. From President to generalist to service and product providers, our chapter keeps pace finding new and innovative ways to educate and engage our members.

Entry Level 30%

Senior Level 44%

Mid Career 26%

COMPANY SIZE

5000+ 9%

Less than 100 22%

REGION

2500 - 4999 9%

1000 - 2499 12%

Dallas County 75%

500 - 999 14%

100 - 499 34%

Collin County 25%

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STRONGER AS A COMMUNITY (continued)

Annual by Month for Past Four Years CHAPTER POPULATION

2300 2250 2200 2150 2100 2050 2000 1950 1900 1850 1800

2210

2209

2201

2158

2176

2182

2136

2164

2142

2092

2100

2064

Jan

Feb

Mar

Apr

May

June

July

Aug

Sept

Oct

Nov

Dec

2018

2017

2016

2015

JOB TITLE Note: Only 69% or 1378 members provided a response.

President, Vice President, CHRO

23%

27%

Director

29%

Manager

Generalist

12%

4%

Specialist

Other

5%

0% 5% 10% 15% 20% 25% 30%

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ADVANCING THE INDUSTRY

In 2018, there were 62 Education Events in Dallas and Collin Counties. We introduced a new Education Event format offering morning education with sessions covering general HR education and Talent Management in addition to the traditional lunch educational event. Round Tables Round Table meetings offered more recertification hours than past years. Round Tables are hour long meetings (typically over lunch hours) covering topics in a specialized discipline, such as Benefits & Compensation, Employee Engagement, HR Department of One, and more. During the course of the year, 3,706 professionals registered for Education Events. Online Learning Center In addition to our in-person events, both members and nonmembers access education recorded from our signature event, The HRSouthwest Conference. Via the Online Learning Center, more than 200 hours of education from both 2017 and 2018 events is available. In 2018, 107 people purchased access to watch presentations online and earn recertifica- tion credits.

Recertification DallasHR is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP and HRCI for PHR, SPHR and GPHR recertification credits. A total of 128 recertifica- tion credits were offered for face-to-face events in 2018.

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CONNECTING THE INDUSTRY

A total of 15 Networking Events were held in both Dallas and Collin Counties throughout the year. Hosted at area restaurants and entertainment venues, more than 772 members and nonmembers were in attendance and more than 650 attended at least two events during the year! We thank our volunteers and sponsors for organizing a fantastic year of networking opportunities.

The Community Forum HRConnect, the DallasHR community forum, links members with other members in this powerful open forum. This member-only com- munication vehicle allows users to ask ques- tions and seek feedback on HR related topics. During 2018, HRConnect was logged in to 20,687 times and 511 individual messages were posted to the open forum.

Keeping Members Employed Job-Link meetings feature a variety of Education Events on topics to help with your job search. Meetings offer a great opportunity to network with other attendees and share leads and support one another during the job search process. Throughout the year, 342 members and nonmem- bers participated in Job-Link sessions. Whether you are a job seeker or job poster, the DallasHR Career Center is your one-stop-shop for jobs. With more than 14,000 visitors to the site and 48,000-page views in 2018, the Career Center was used by 507 new job seekers who took advantage of the streamlined application process including free resume posting and automatic notification of “matched” new jobs.

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CONNECTING THE INDUSTRY (continued) Employers enjoy easy online management of postings, access to a searchable resume database and competitive pricing. In 2018, 83 different employers were able to see more than 1,060 searchable resumes from the DallasHR Career Center.

Boosting Website Traffic A new look and feel to the Dallashr.org website was introduced in 2018. Moving away from a complicated design, the up- graded site is easy to navigate and more informative. More than 43,500 users visited 365,000+ pages and stayed on those pages for an average of three min- utes. Users are up 4.31% over 2017.

Spreading the News The Bulletin , DallasHR’s bi-monthly newsletter also received a facelift this year. Changing colors and moving to a more reader friendly format, The Bulletin is designed to keep members and nonmembers (who request a copy) apprised of upcoming event dates, recaps of past events and both fun and important information about the chapter. More than 5,900 HR professionals receive the newsletter every two weeks and in 2018, The Bulletin was distributed 24 times and has an open rate of 15% which is higher than the national average* for newsletters of this kind.

*2018 open rates for association newsletters was 13% in 2018 according to Associations Now.

FACEBOOK FANS 1,100 TWITTER FOLLOWERS 2,300

Social Connections on the Rise 2018 was an excellent year for our social media channels. We ended the year with more than 5,000 connections on LinkedIn, 1,100 Facebook fans and 2,300 Twitter followers interested in DallasHR.

5,000+

LINKEDIN CONNECTIONS

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SIGNATURE EVENT: HR STARS

The HR community was celebrated in December 2018 during the inaugural HR STARS Award Gala. More than 250 guests dressed in their finest were present to honor 10 HR professionals with 10 different awards. A total of 38 nominations were received for the award categories. Volunteer committees select- ed the finalists and winners, and our sponsors made the inaugural evening a great success.

Lifetime Achievement William “Bill” Davis , Attorney, Jackson Lewis LLP Awards & Recipients

Dallas Volunteer Leader of the Year Callie Miller, PHR, SHRM-CP, CSP High Profile Staffing Dallas Volunteer of the Year Natalie Storrs Advancial Federal Credit Union The HRSouthwest Conference Volunteer Leader of the Year Mariya Gavrilova-Aguilar, PHR, SHRM-SCP Lecturer, University of North Texas The HRSouthwest Conference Volunteer of the Year Cat Schlueter, PHR Human Resources Manager, City of Azle

Executive of the Year - Large Company Andrew Prior SVP, ECI Solutions Executive of the Year - Medium Company Lety Yanez, CEBS, PHR, SHRM-CP HR Director, City of Wylie

Recruiting Team of the Year Toyota

Student Leader of the Year Alondra Flores Romo Texas Womans University Emerging Leader of the Year Chris Chaillot High Profile Staffing

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SIGNATURE EVENT: HRSOUTHWEST CONFERENCE

The HRSouthwest Conference The HRSouthwest Conference, powered by DallasHR, was founded in 1941 and is recognized today as the official State of Texas SHRM Conference and is one of the largest regional human resources events in the United States. Hosting more than 2,300 participants annually, the conference provides human resources professionals and those who supply products and services to the HR industry a place to net- work, attend education sessions, earn recertification credits and get business done with product and service providers. This signature event has its own Board of Directors and nearly 50 volunteers whose time and effort help DallasHR full-time staff members imagine and produce a stellar conference every year.

P O W E R E D B Y D A L L A S H R

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2018 HRSOUTHWEST CONFERENCE BOARD OF DIRECTORS

Conference Director Kim Vincent, PHR, SHRM-CP SVP, Human Resources, Affiliated Bank

Conference Director Elect Davani Buckley, PHR, SHRM-CP HR Manager, GHIG Services

Education Committee Leaders

Resource Center Committee Leaders

Director Brian Yanus, SPHR, SHRM-SCP

Director Mariya Gavrilova, PHR, SHRM-CP Lecturer, College of Business, University of North Texas

Director, Organizational Performance, MV Transit

Director Elect Kay Bumgarner, PHR, SHRM-CP Manager, HR Operations Center, Essilor of America

Director Elect Krystal Yates, PHR, SHRM-CP Consultant, EBR Consulting

Onsite Committee Leaders

Special Events Committee Leaders

Director Shirley Johnson, SHRM-SCP, SPHR Compensation Analyst III, Dallas County

Director Chrissie Rogers HR Manager, Osteomed

Director Elect Brian Hayes, SPHR, SHRM-SCP Director HR, Disability Rights Texas

Director Elect Carolyn Boyles, PHR, SHRM-CP HR Manager, H & K International

Student Engagement Committee Leaders

Social Media Committee Leader

Director Tom Barton, SHRM-SCP Human Resources Director, KidsCare Home Health

Director Lety Yanez, CEBS, PHR, SHRM-CP HR Director, City of Wylie, Texas

Special Services Committee Leader

Director Elect Paige Lueckenmeyer, SHRM-CP, SPHR HR Director, Black Mountain Sand

Director Kathy Hassenpflug, SPHR, SHRM-SCP HR Consultant, HR Insights

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HR SOUTHWEST CONFERENCE (continued) Attendees from throughout Texas, 39 other states and six countries attended the annual HRSouthwest Conference in October. More than 1,400 HR practitioners represent 1,280+ different companies and have varying years of experience in the field of HR.

Conference Attendee Demographics

Social Connections on the Rise The HRSouthwest Conference saw noteworthy traction with more than

8% 30+

16% 21-30

22% 1-5

Years in the Industry

3,100 connections on LinkedIn, 1,200 Facebook fans and 2,200 Twitter followers.

17% 16-20

19% 6-10

18% 11-15

8% 5000-9999

LINKEDIN CONNECTIONS 3,100+

9% 2500-4999

12% 10,000+

13% 1000-2499

16% Less than 100

Company Size

FACEBOOK FANS 1,200

14% 500-999

28% 100-499

During the 2.5-day event, attendees chose from more than 100 education sessions earning 16.75 recertification credits . They met with more than 180 exhibitors and networked with peers and colleagues during receptions, cele- brations and networking events. And, the 180 exhibitors and sponsors* filled the Marketplace with creative booth designs and energy. They shared their products and services with attendees and collected more than 7,000 leads. *See a list of sponsors on page 22

TWITTER FOLLOWERS 2,200

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GIVING BACK DallasHR gives back with three scholarships recognizing current HR professionals and those joining the ranks after graduation with HR degrees. The Diane McClendon scholarship recognizes HR professionals who have demonstrated a commitment to the field of HR. The Drew Young Scholarship encourages undergrad- uate and graduate students preparing for work in the field of HR management and the Excellence in Education Student Scholarship is awarded to students currently in school seeking HR degrees. In addition to complimentary registration to the HRSouthwest Conference, $1,500 cash was awarded to each of the four students who received the 2018 Excellence in Education Student Scholarship.

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CELEBRATING EXCELLENCE

SHRM strongly encourages each of its affiliated chapters and state councils to establish goals and strategic initiatives in support of the HR profession and to meet the needs of HR professionals. These goals and initiatives allow chapters to increase their visibility and effectiveness as well as expand impact within the HR community, and they are the basis for SHRM’s Excel Awards.

In 2018, DallasHR was awarded the SHRM Excel Platinum Chapter Award for four initiatives implemented at our chapter including: • Revamping the Membership Referral Program from offering a gift card to offering $5.00 for every referral to be applied to mem- bership renewals. • Creating Collin CountyHR. A member services area of DallasHR formed to support the HR industry and bring programs and events to the 425+ members of DallasHR who live or work in Collin County. • Expanding our online education footprint by offering compli- mentary webinars to our members. • Succession planning for our volunteers and eventual volunteer leaders by strategically changing our committee structure and roles so that our Board and committee members become more knowledgeable and are better prepared to serve our community.

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CELEBRATING EXCLELLENCE (continued)

With 575 SHRM chapters, the Top 25 Fundraising Chapters represent the top five percent of all SHRM chapters. DallasHR was among the top 25 chapters with the highest contributions by donating more than $7K to the SHRM Foundation.

Our chapter support of SHRM’s Certification is an integral part of SHRM’s success. The SHRM Learning System Champion award is given to chapters who promote and support SHRM’s Certification to its members.

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INVESTING IN YOUR SUCCESS

Other 1%

Investment Income 13%

Education 52%

Membership Dues 10%

Association Revenue

Sponsors & Exhibitors 24%

General Administrative & Support 26%

Education 24%

Association Expenses

Operations 10%

Conferences & Meetings 28%

Note: The 2018 revenues and expenses are based on unaudited numbers.

Technology 12%

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DALLASHR SPONSORS

Thank you to our 2018 DallasHR sponsors who help us invigorate our members and support our efforts to Advance the Value of HR.

21

HRSOUTHWEST CONFERENCE SPONSORS

Thank you to our 2018 HRSouthwest Conference Sponsors for their generous support and partnership.

TITANIUM

PLATINUM

GOLD

SILVER

®

22

DallasHR Management Association, Inc. 5001 LBJ Freeway Suite 800 Dallas, TX 75244

214.631.8775

dallashr.org

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