DallasHR 2020 Community Report

TABLE OF CONTENTS

Executive Director’s Message . . . . . . . . . . . . . . . . 3 Board of Trustees . . . . . . . . . . . . . . 4 President’s Message . . . . . . . . . . . . . 5 DallasHR Board of Directors . . . . . . . . . 6 Conference Board of Directors . . . . . . . . 7 Stronger as a Community . . . . . . . . . . 8 Member Demographics. . . . . . . . . . 8 Conference Demographics. . . . . . . . 9 Advancing the Industry . . . . . . . . . . . 10 Education Events. . . . . . . . . . . . 10 Round Tables . . . . . . . . . . . . . . 11 Online Education. . . . . . . . . . . . . 11 Advancing Your Career . . . . . . . . . . . 12 Recertification . . . . . . . . . . . . . 12 Transition Assistance. . . . . . . . . . . . . . . . . . . . 13 Career Center. . . . . . . . . . . . . . 13 Connecting the Industry . . . . . . . . . . 14 Networking Events . . . . . . . . . . . 14 Website . . . . . . . . . . . . . . . . 14 HRConnect . . . . . . . . . . . . . . . 15 Social Engagement . . . . . . . . . . . 15 HRSouthwest Conference. . . . . . . . 16 Supporting the Industry . . . . . . . . . . . 17 Grants and Scholarships . . . . . . . . . 17 HRSTAR Awards. . . . . . . . . . . . . . . . . . . . . . . . 18 Investing in Your Success . . . . . . . . . . 19 Thank You Sponsors . . . . . . . . . . . . 20 DallasHR Sponsors . . . . . . . . . . . 20 The HRSouthwest Conference Sponsors. . 21

DallasHR is an association for Dallas area human resource professionals. With more than 2,000 engaged members in 2020, we are the third-largest SHRM Affiliate Chapter providing innovative education, business exchanges and networking opportunities for area HR professionals who live and work in Dallas, and Collin Counties.

DallasHR powers The HRSouthwest Conference one of the largest regional human resources events in the U.S. Held annually for 79 years, the Conference is designated the official State of Texas SHRM Confer- ence and has been hosted in Fort Worth for the past 20 years. 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

WHEREWERE YOUWHEN THE PANDEMIC HIT? We all remember where we were the moment something significant happened in our lives. And we will never forget the day the pandemic changed our lives forever. So many of us had great plans for the new decade of 2020! We had new visions for our company’s future and were ready to take on 2020 with gusto! And we did…for about 47 days! Then COVID-19 changed many of our plans and be- came a household word. But…the HR Community rose to the occa- large face to face meetings. Ultimately, we made the decision to move to a virtual HRSouthwest Conference. With the help of dozens of volun- teers, The HRSouthwest Conference was able to select a new virtual platform and deliver 31 hours of high-quality education over three vir- tual days. Although this virtual conference did not deliver the same in person networking and connection building opportunities, we expect at the in person event, we did meet the needs of the HR community through education. Virtual

sion. To achieve our mission, DallasHR depends on providing the HR industry in-person educa- tion, from experts in the industry. Not having access to in-person education was our major challenge. We immediately hit the ground running to address the pandemic challenges of working from home, mental health, and the new family first laws addressing the “new” workplace. Our talented volunteers and leadership assisted with nine complimentary pandemic support webi- nars in April pulling in local governmental lead- ers and employment lawyers to help address these topics and many more. And we joined the 1000s of associations across the country to identify the best procedures and platforms to deliver high quality education virtually to a HR Community trying to juggle an unprecedented working environment. The HRSouthwest Conference was on our immediate radar as we had no idea when the pandemic would end, and we could return to

HRSouthwest Conference participants gave the event a 95% net promoter score meaning attendees would recommend this evet to their colleagues and friends. By year ’s end, between DallasHR Education Events and The HRSouthwest Conference, we were able to virtually deliver more than 125 educational sessions with 125 HRCI and SHRM recertification credits to our members! Thank you to all our dedicated volunteers who helped make 2020 a success despite the COVID challenges. We could not have done it without you, and we look forward to some return to normalcy!

Brad C. Shanklin Executive Director Dallas HR Management Association

3

LEADERSHIP & VOLUNTEERISM

DallasHR Management Association has a long-standing, rich tradition of volunteerism. This tradition continues today with more than 135 core members who contribute their time and talents toward Advancing the Value of HR™. Our volunteer members are truly the lifeblood of the Chapter – leading and managing initiatives to connect thousands of HR professionals across the greater Dallas area.

2020 Board of Trustees

Chapter President Tom Barton, SHRM-SCP Human Resources Leader

Chairman Dustin Paschal, JD Attorney Simon | Paschal, PLLC

Trustee Jennifer Davis, SPHR VP Human Resources Lone Wolf Technologies

Trustee Bill Davis, JD Attorney Jackson Lewis LLP

Trustee Diana Meisenhelter Talent Acquisition Innovator & Influencer

Strategic Advisor Rick Robinson Managing Director Ramsee Consulting Group

Trustee Jamie K. Son Director, Human Resources Lennox International

Chapter VP/Conference Director Chrissie Rogers HR Manager Osteomed

Executive Director Brad Shanklin, IOM Executive Director Dallas HR Management Association

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MESSAGE FROM THE CHAPTER PRESIDENT

RELENTLESS. 2020 was absolutely relentless in its assault on daily life and the HR profession. We were inundated with a global pan- demic and lockdowns that completely up-end- ed how the workplace operates. The resulting economic woes led to many layoffs, failed busi- nesses, and soaring unemployment. The death of George Floyd and the ensuing BLM protests and riots brought Diversity, Inclusion & Equity to the forefront of company discussions. Added to this was an expected, tumultuous presidential elec- tion that had us tiptoeing through the minefield of politics. It would have been easy to get down and give up with all that was happening during 2020. All the best-laid plans coming into the year did not “really” get to happen. Yet, that was where DallasHR became RELENTLESS. All of the vol- unteers and staff within DallasHR were not going to sit back and succumb to the attacks of 2020. Our HR profession was crying for help in how to respond to the onslaught of these never-ending issues. And we responded. We quickly pivoted to providing all of our networking, educational, and round table events in virtual formats. While somewhat awkward at first, our volunteers, staff, and members quickly adapted and improved upon this format to provide amazing resources to the HR community to combat 2020’s prob- lems. HRConnect, our community forum for

an assortment of HR-related questions and concerns, became a necessity for the HR professional in the Metroplex and the State of Texas. DallasHR made HRConnect available to members of other SHRM chapters within Texas to aid them in their HR efforts as well. The most monumental task was converting our heralded annual conference, the HR South- west Conference, from an amazing in-person event to an outstanding and valuable virtual event in 2020. Chrissie Rogers, the 2020 Confer- ence Director, and her team accomplished this herculean feat with profound success. I am extremely proud of all that DallasHR was able to provide to our members in 2020. It made us more agile and relentless in meet- ing the needs of HR professionals. We all look forward to returning to in-person events, but in the meantime, rest assured that DallasHR will be ready and prepared to engage and assist you, regardless of any obstacle that might come our way.

Tom Barton 2020 President Dallas HR Management Association Operations Board

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DHRMAOPERATIONS BOARD

The newly formed DHRMAOperations Board combines DallasHR and The HRSouthwest Conference boards and brings them together to share ideas and to manage the strategic goals of both the Chapter and the Conference.

Chapter VP/Conference Director Chrissie Rogers HR Manager, Osteomed

Chapter President Tom Barton, SHRM-SCP Human Resource Leader

Chapter VP/Conference Director-Elect Bryan Yanus, SPHR Director of Organizational Performance MV Transit

Chapter President-Elect Holly Novak, SPHR, SHRM-SCP HR Business Partner, Senior Manager Jack Henry & Associates

Career Support Committee Leaders

Collin CountyHR Committee Leaders

Director Callie Miller, PHR, SHRM-CP, CSP

Director Angela Bell, SPHR Talent Acquisition Manager AGS/Fresenius Medical Account

Vice President Sales High Profile Staffing

Director-Elect Tyra Bremer Founder & CEO Thrive Hive Solutions

Director-Elect Mike Pierce Vice President Lockton Dunning Benefits

Community Relations Committee Leaders

Education Committee Leaders

Director Chris Chaillot Sr. Coordinator, Global Talent Acquisition Bain & Company Director-Elect Maria Garate, PHR, SHRM-CP HR Business Partner HollyFrontier

Director Kjersten Faseler Client Relations Manager High Profile Staffing

Director-Elect Lisa Harris Manager, Client Relations Thorn Network

6

DHRMAOPERATIONS BOARD

Educational Sessions Committee Leaders

Member Engagement Committe Leaders

Director Courtney DeWitt Regional Sales Director The Zero Card

Director Shirley Johnson, SPHR, SHRM-SCP Assistant Director HR Dallas County

Director-Elect Rhonda Clemente, PHR, SHRM-SCP Manager, HR Services Insperity

Lauren Truelove, PHR, SHRM-CP Vice President of Administration Unity Hunt, Inc.

Onsite Committee Leaders

Resource Center Committee Leaders

Director Kay Nobles Regional Sales Consultant AGIS Network

Director Robert Segura, SPHR, SHRM-SCP Human Resources Practitioner

Director-Elect Jennifer Wicker, PHR, SHRM-CP Regional HR Business Partner ZeOmega

Director-Elect Jeriana Staton Director of HR & Special Projects The City of Sanger

Special Events Committee Leaders

Student Engagement Committee Leaders

Director Jennifer Elliott Accounting Manager, Harrison, Walker & Harper

Director Ernest Martinez, SPHR, SHRM-SCP Vice President People & Culture ChildCareGroup

Director-Elect Cat Schlueter, PHR Human Resources manager City of Azle

Director-Elect Tomi Morriss Client Experience Leader Delta Dallas

7

STRONGER AS A COMMUNITY

DallasHR provides convenient access to innovative education, important business exchang- es, and popular networking opportunities throughout the year for members and the local HR profession. Our chapter members are multigenerational, seasoned with experience and more than half hold supervisory positions in their companies. Meet our Members.

CHAPTER POPULATION

2,209

2020

2,287

2019

2,146

2018

2,013

2017

1,958

2016

560 926 876 203

Baby Boomers

Generation X

Millennial

Generation Z

* 2,565 members provided data in 2019 survey

8

STRONGER AS A COMMUNITY (continued)

COMPANY SIZE by number of employees

37% 23% 100-499 1,000- 4,999

13% 500- 999

19% 1-99

8%

5,000+

EXPERIENCE LEVEL

17 %

42 % Seasoned

Entry-Level Less than 3 Years

21 % Mid- Career

Other 20 %

Supervisory 56 %

POSITION IN COMPANY

4 %

Specialist

11 %

23 %

Generalist

Leadership

Other 5 %

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ADVANCING THE COMMUNITY

Education Events We provide accessible, accredited education for HR professionals in the metroplex. In-person events are always conveniently located in Dallas or Collin County. And our virtual events are even more reachable from the convenience of your home office or living room. A total of 54 sched- uled educational events with a total of 3,366 attendees were held in 2020. We were able to meet face-to-face for 12 of the events and the other 41 were successfully deliv- ered virtually and are now available in the Online Learning Center. Amaz- ingly, we held four (4) fewer planned events than was reported in 2019. Thank you to our Education Event sponsor, Ed Rankin, SPHR.

10

ADVANCING THE COMMUNITY (continued)

Round Table Meetings Round Table Meetings bring HR profes- sionals together to connect and collab- orate in specialized areas of practice and interest in the HR field. With eight different topical Round Table Meetings held bi-monthly, it is easy to start shar- ing best practices with others in similar roles. We hosted 29 Round Table Meetings (one less than 2019), with 23

recertification credits (one more than 2019) offered in total for these specialized meetings. Thank you to our Round Table Meeting sponsors, Alvarez & Marsal Tax & LLC., BR Focus/Marsh & McLennan, Fluency Corp, Hays, K& S Insurance, Ed Rankin SPHR, Sana Benefits, and USA Mobile Drug Testing of Plano.

Online Learning Center The Online Learning Center offers educational webinars for recertification credit. With the best of The HRSouthwest Confer- ence to cutting edge HR speakers from recognizable companies like MGM Grand, Zoom, and Amazon, education on-demand gained in popularity in 2020. There were 163 videos watched in 2020 over 235 in 2019. The top two sessions were: “Building a Conscious culture” and Engagement and Motivation: The Byproducts of Organizational Culture.”

Authorized Recertification Credit Provisions The DallasHR is designated as a Society of Human Resource Management (SHRM) recertification provider and as such, our educational programs are vetted by and preapproved for SHRM PDCs. The Chapter is also recognized by the HR Certification Institute (HRCI). All of our educational sessions are pre-approved for recertification of the PHR, SPHR, and GPHR designations. In 2020, a total of 95.75 recertification credits were made available through in-person and virtual education events 2020.

11

ADVANCING THE INDUSTRY

The HRSouthwest Conference powered by DallasHR is one of the largest educational and networking events for HR professionals in the nation! This 2.5-day event provides HR professionals opportunities to connect with like-minded, HR-focused participants from across the nation to learn, network, and grow in the field of HR. Forced to pivot late in the year because of the pandemic, our first-ever virtual HRSouthwest Conference was held October 5 – 7, 2020. De- signing and hosting a virtual event was a new challenge for Chapter volunteers and staff. We are proud of our many volunteers who helped launch the virtual event.

Nearly 800 attendees experienced an exciting interactive virtual event with keynote speak- ers, networking events including mixology, yoga techniques, and Knowledge Hub educational “bites” prepared by exhibitors to share information about their products and services. Educational sessions chatter was busy with speaker hosted live Q&A and exhibitors and sponsors met 1:1 or in group settings to talk about their products and services. Virtual Conference attendees could earn up to 31 SHRM and HRCI recertification credit hours . Final survey results show the event was well received with a 95% net promoter score for the entire event. That means attendees would likely recommend this event to their colleagues and friends. Not bad for our first and hopefully last, entirely virtual HRSouthwest Conference. Thank you to our Gold and Silver Sponsors for taking the leap and participating in our first virtual conference. Your sponsorships were instrumental in attendee satisfaction.

And special thank you to United Concordia Dental, our Platinum Plus Sponsor. We appreciate your generous support and trust in conference organizers to deliver a memorable virtual event.

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CONNECTING THE COMMUNITY Networking Events

Monthly Networking Events give the HR community a place to meet, catch up with friends, meet new people and build relationships to help one another achieve their business goals. We hosted two in-person networking events and went virtual in March with outstanding atten- dance numbers. In 2020 we hosted a record 21 networking events with the help of area restaurants and virtual event sponsors more than 1045 HR professionals attended events

throughout the year. Thank you to our Network- ing Event sponsors, Frontline, Mercer and SANA.

HRConnect: The Community Forum

HRConnect links members with other mem- bers in a powerful open forum. This mem- ber-only online communication vehicle allows users to ask questions and seek feedback on HR-related topics. HRConnect continues adding more Texas SHRM affiliated chapters, whose members are granted access to the ro- bust conversation portal. HRConnect not only

provides DallasHR’s 2,000+ members a vehicle to ask questions, but an additional state-wide base of more than 990 participants who can share information, ask questions, and receive feed- back. During the year, a total of 1045 new question threads were started with 2,607 responses from the community. This marks an increase of more than 500 questions asked and answered in HRConnect.

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CONNECTING THE COMMUNITY (continued)

Social Media Our social connections continue to gain followers. Facebook was our leader this year with a 2% increase in followers in 2020.

FACEBOOK FANS LINKEDIN CONNECTIONS 2,800 10,000+ 4,600 TWITTER FOLLOWERS

Dallashr.org Our website, dallashr.org is the “go-to” site for members and local HR professionals. Full of re- sources and information, the site is easy to navi- gate and has seen more than 52,000+ visitors who viewed 331,500 pages and stayed on those pages for an average of 1.4 minutes. Users were down 1% over 2020.

The Bulletin The Bulletin , our bi-monthly newsletter is designed to keep HR professionals both members and nonmembers apprised of upcoming event dates, recaps of past events and fun and important information about the Chapter. More than 8,000 HR professionals on average receive the newsletter. The Bulletin was distributed 24 times in 2020 and had an average open rate of 17% and a click-through rate of 11.3%.

14

DEVELOPING YOUR CAREER

HR Certification Test Prep Course HR Certification is not required for employment in HR, but it can be a valuable resource. It is reported that career success can be achieved more quickly with at least one HR certification. Held over nine weeks, participants hear from subject matter experts and work in groups to finish as- signments. Our 2020 spring and fall virtual prep courses hosted a total of 108 HR practitioners . This attendance-breaking year offered accessible participation by hosting virtually without room size or travel restrictions. Executive Series DallasHR members whose titles are a director and above are invited to participate in our invita- tion-only Executive Series events. Three-morning educational sessions with high-profile speakers bring new ideas and topics for group discussion and two networking events are held throughout the year for our executive members to meet, mingle, and share “war stories” with one another. Participation is on the rise with 81 executives from 81 different companies participated throughout the year. Thank you to our Executive Series sponsor, Mercer. HR 101 Year over year registration comparison is unavailable. Both programs were postponed in 2020 due to the safety and technology requirements of the presenter(s). This two-day program is for those new to HR, those that have HR responsibilities but not the title, or those who want a re- fresher for industry updates. HR 101 provides proven, practically applied employment law and an effective HR practice program that provides the tools you need in an easy-to-follow format.

15

SUPPORTING YOUR CAREER

Career Center Whether you are a job seeker or job poster, the DallasHR Career Center is your one-stop-shop for jobs. With more than 16,000 visitors and over 23,000 page views in 2020, the Career Center saw a 14% increase in job seekers who took advantage of the streamlined application process including free resume posting and automatic notification of “matched” new jobs. Area employers who post jobs in the Career Center enjoy easy online management of postings, access to a searchable resume database, and competitive pricing. In 2020, 51 different employers were able to see more than 740 searchable resumes in the Career Center. Interestingly this is 32 fewer employers and nearly 320 fewer resumes posted throughout the year.

Job-Link For those who found themselves in transition during the year, our Job-Link meetings feature a variety of educational topics to help with job pursuits and offer a great opportunity to network with others, share leads, and support one another during the search. In 2020, 420 HR professionals in transition participated in monthly Job-Link meetings. Not surprisingly, attendance grew by 78 professionals in 2020. Thank you to our Job-Link sponsor Frontline Source Group.

16

SUPPORTING THE COMMUNITY

Pandemic Support Resources

We hosted complimentary crisis man- agement educational webinars including updates from local government officials and workforce lawyers, and best practic- es were shared by HR subject matter ex- perts on remote working and health and safety. A total of 12 pandemic support webinars with 11 CEUs were presented during March and April.

Extended Membership and Complimentary Dues Members unable to afford membership renewal dues in March and April were given an extension on making their payments through June 2020. We were able to help 10 members through a diffi- cult time. Also, access to the website and all of its resources were available free-of-charge to any Dallas area HR professional for the period of March – June. More than 122 HR professionals took advantage of the complimentary access and we gained 5 new members from the offer.

17

SUPPORTING THE COMMUNITY (continued)

Scholarships We offer several scholarships to our members to help them advance the profession. The Diane McClendon Scholarship recognizes HR professionals who have demonstrated a commitment to the field of HR. The Drew Young Scholarship assists undergraduate 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. Three recipients received scholarships for $1,500.

Marquee Crandall

Bradley Graham

Abigail Stewart

Grants In its second year, the Chapter Grant Program provides any DallasHR member the opportuni- ty to advance their career through professional development. By applying for a Chapter Grant, members receive financial assistance to achieve their educational goals. Active chapter members can apply for any grant throughout the year. There were 23 grants awarded this year. Appli- cations are open year-round. Preference is given to members with more than one year of active membership and to those who have attended Education Events in the past.

Awards Attendance and sponsorship comparisons are not available. HRSTAR Awards were not given out in 2020. DallasHR celebrates the local HR community with HRSTAR awards. Nominated by their peers, recipients (individuals and com- panies) are movers and shakers in the HR industry. Nomi- nees are recognized on stage for 10 different awards during the HRSTARS Award Gala including the industry’s best HR Executive of the Year and Recruiting Team of the Year.

18

INVESTING IN YOUR SUCCESS

17 %

2020 INCOME

2 %

Membership Dues Sponsors & Exhibitors Investment Income Education Other

45 %

21 %

15 %

22 %

2020 EXPENSES

34 %

Education Operations Conferences & Meetings Technology General Admin & Support

16 %

10 %

18 %

Note: The 2020 revenues and expenses are projections based on unaudited numbers

19

DALLASHR SPONSORS Thank you to our 2020 DallasHR sponsors who help us invigorate our members and support our efforts to Advance the Value of HR.

STRATEGIC PARTNERS

SPONSORS

20

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

214.631.8775

dallashr.org

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