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The University of Arizona

Classified Staff 
Advisory Council

Crossroads Conference:
2007 Session Information

 

Obtaining a Mortgage

Most home buyers have to rely on their borrowing power to buy a house. We explain how to go about obtaining a mortgage. We begin by listing the sources of mortgage loans and explaining how to search for a lender that offers the most attractive terms on mortgage loans. We also provide a checklist that will help one shop for a loan by comparing terms being offered by different lenders and the different mortgage options facing a borrower We then look at the loan application process itself, including what to expect from a loan interview and the procedures lenders follow in determining whether or not to approve a loan. We will also mention what predatory loans look like and predatory lenders. Finally we look at some alternatives one may want to consider if a loan application is turned down.

Speaker: Dawn Wharton - Dawn is the Area Director of Education and Community Relations at the Arizona Center for Consumer Education, a division of Money Management International and its family of Consumer Credit Counseling Services agencies. Dawn is currently working on an MBA specializing in Finance, she is an NFCC Certified Consumer Credit Counselor and is certified under the Fair Credit Reporting Act. She has been with MMI for 4 years.


Unclaimed Property: Do We Have Your Money?

The Arizona Department of Revenue administers the Unclaimed Property Program which is responsible for collecting, safeguarding, and returning abandoned financial assets to missing owners. These abandoned assets have been reported to the State of Arizona by businesses throughout the United States because the owners of record had a last known address in Arizona and could not be located. In fiscal year 2006 alone, more than $69.7 Million was reported to the State as abandoned property and 18,900 claims were processed in returning $17.7 Million to rightful owners.

  • What is Unclaimed Property?

  • How does property become unclaimed?

  • Why is unclaimed property reported to the State?

  • How can I determine if I have unclaimed property?

  • How does a missing owner claim their property?

  • What becomes of property that is not claimed by an owner?

Speaker: Daniel Corcoran, Unclaimed Property Administrator - Employed at the Department of Revenue for more than 21 years, 15 years experience in the field of Unclaimed Property, served the last four years in current position as administrator of the program.


Estate Planning with the Living Trust

Today 70% of Americans die without any type of estate planning. This staggering statistic means that a majority of families deal with the expensive and time-consuming process of probate. A proper estate plan ensures that your estate goes to whom you want, in the way you desire and at the least cost. This seminar covers basic estate planning principles and options. The discussion will address the following issues: wills, living trusts and the differences between them; how living trusts are treated under federal and state law and; how living trusts can protect your heirs from probate, creditors, divorce, and lawsuits.

Speaker: Traci Smith - Ms. Smith is an associate with the law firm of Morris, Hall & Kingdom, PLLC. She is a strong advocate for helping people prepare for a comfortable, crisis-free future. Ms. Smith was born in Panama City, Florida. During her youth she lived in Massachusetts and in Florida. She earned a leadership scholarship ti Millsaps College where, with studies in Costa Rica, she received her Bachelor of Science degree cum laude with a dual major in Biology and Spanish. After studies at Florida State University and the University of Queensland in Australia, she received a Master of Science Degree in Exercise Physiology. Upon graduation from Florida State University she accepted a position at the University Medical Center in Tucson, Arizona where she worked as a cardiac rehabilitation specialist. In 2001, Ms. Smith returned to school and earned her Juris Doctor from the University of Arizona.  Ms. Smith approaches each challenge with enthusiasm and determination. She seeks a simpler, better and more effective way of doing things. She strives to make a real difference in the lives of her clients and to give them confidence and peace of mind for tomorrow.


Workplace Bullies and How to Overcome Them

Workplace bullying can include a myriad of behaviors, and this session will help participants understand what bullying is and how to appropriately respond when faced with workplace bullying or aggression. Learn some tips for dealing with aggressive and bullying behavior, while ensuring you act professionally and effectively.

  • Definitions of bullying and harassment.

  • Who bullies?

  • The effects of bullying and harassment on colleagues and the organization.

  • How to identify bullying behavior.

  • How to respond to bullying behavior.

  • Case study for discussion.

Speaker: Catherine Nicholson, SPHR, Director, HR Services@AHSC, The University of Arizona Cathy has been in HR management at the UA for over 25 years, directing a variety of areas including Employee Relations, Compensation, HR Project Management and HR-IT. Her varied experience, ability to build partnerships with campus constituencies, and her role in developing campus-wide policies uniquely qualify her to assume an HR leadership role in higher education. Cathy has served shared governance groups at the University of Arizona, including the Staff Advisory Council, as an HR liaison. Prior to her years in Tucson, she worked in HR at Penn State and Illinois State University, and has a B.S. in Management. Cathy has been actively involved in the College and University Professional Association for Human Resources at the chapter, regional levels, and national levels, and is currently a member of the Board of Directors of the Arizona Chapter of CUPA-HR and the national Strategic Long Range Planning Committee.


How to Energize Your Day - Fitness at the Workplace

Many of us spend the majority of the work day sitting at a desk, leaving little time or motivation to exercise after an exhausting day. So how can physical activity be incorporated into the time spent at work? Please join Nancy Rogers, MS, RD, nutrition and fitness counselor, as she discusses practical solutions that will help to improve your physical fitness and energy level while on the job.

Speaker: Nancy Rogers, MS, RD - Nancy has worn many hats as a Registered Dietitian in the fields of nutrition and health. After completing her Master's Degree at the University of Arizona, she worked in the areas of clinical dietetics and counseling, education, and community nutrition. She is now coordinator for the Worksite Wellness Program, part of the UA Life & Work Connections team, whose mission is to promote health of the whole person through work/life balance. Nancy and her husband are natives to Tucson, with 3 grown children. Her hobbies include horseback riding, gardening, and dancing on the 7 Pipers Scottish Country Dance Performance team


ASRS Retirement

  • Defined Benefit Plan (the ASRS) vs. Defined Contribution Plan – what does that mean?

  • Early and Normal Retirement explained

  • ASRS Outreach Education meetings – Getting Ready to Retire meetings and Know Your Benefits meetings

  • ASRS Facts and Figures – membership types and enrollment

  • Existing AZ legislation and proposed 2007 legislation – how it affects the ASRS membership and their benefits

  • Combining ASRS retirement benefits with Social Security benefits and investment savings.

  • Question and Answer session.

Speaker: Rob Reff - Rob is the manager of the Tucson office of the ASRS. In 1979, he graduated with High Honors from Illinois State University with a BS in Business Administration. He moved to Tucson in that same year. It was the severe winter of 1979 that convinced him to seek warmer climate of Southern Arizona. Before making the career switch to public service with the ASRS in 2000, Rob worked in the private sector for 16 years in mortgage banking and for 5 years owning and operating his own multi-line insurance agency. The home office of the ASRS is in Phoenix and has a staff of approximately 220 people. The Tucson office is the only satellite office of the ASRS and is located at 7660 E Broadway Blvd. (near the intersection of Pantano and Broadway). This office has a total staff of 9 people and they serve the ASRS membership in the 5 southern Arizona counties of Pima, Santa Cruz, Cochise, Graham and Greenlee.


Insuring Your Auto and Home

Evaluating your insurance needs, Comparison shopping, Preventing and resolving problems

Speaker: Erin Klug - Erin is the Public Information Officer at the Arizona Department of Insurance. An Arizona native and a graduate of the University of Arizona, Erin started at the Department of Insurance in 1989 investigating allegations of financial exploitation of senior citizens. She subsequently managed the Consumer Services Section and the Market Conduct Examination Division. In her current position, Erin handles the agency's consumer education and media relations.


No One Rises To Low Expectations:
The Home/School Partnership

  • The Power of Positive Parenting

  • Outside Pressures of Parenting

  • Parent Responsibilities

  • The Homework Wars

  • Discipline Techniques That Work

  • Becoming a Partner With Your Child's School

  • Ongoing Parent/Teacher Relationships

Speaker: Leonard J. Schwartz - Dr. Schwartz has over twenty-one years of successful experience in middle school, junior high and senior education as a teacher, assistant principal and principal. He received his Master of Arts Degree in Secondary School Administration at the University of St. Thomas and his Doctor of Philosophy in Secondary School Administration at the University of Minnesota. He was the Hastings Middle School (Hastings, Minnesota) principal from 1974 to 1993. In 2001 he was named as one of the MetLife top 100 Principals in the United States. Currently he is a volunteer citizenship teacher for the Pima Community College Adult Education Program, a board member of the EDGE Charter School and volunteers for St. Mary?s Hospital Auxiliary and at St. Odilia Catholic Church.


Depression - The Brain, The Costs, The Recovery

This presentation explains what depression is, why it can be difficult to recognize, and why it can be so debilitating. The surprising link to cardiovascular disease, leading to increasing healthcare and other costs, and what can be done about it. Includes a section on the role and types of medications.

Speaker: Dave Swihart, M.C. LPC - Dave was raised in Tucson and is a UA graduate. He got his Master of Counseling degree in 1993 and is licensed by the State of Arizona as a Professional Counselor. Prior to his employment at the UA, Dave worked for two different non-profit mental health agencies. Dave has worked in the Employee Assistance Counseling / Consultation section of UA Life & Work Connections for over 7 years. He is married and has two children.


Achieving Peak Performance

APP is based on research which suggests that the most effective people are those who understand themselves, both their strengths and weaknesses, so they can develop strategies to meet the demands of their environment.

Todays leaders must build relationships quickly, get their point across, influence others to cooperate with them, and build trust in every human interaction.

The APP seminar uses the DISC behavioral assessment. The DISC assessment provides critical information that will help you discover how to:

  • Use your personalized report to enhance your ability to lead, motivate and communicate with others

  • Recognize, understand, and appreciate others behavioral designs

  • Adapt for enhanced communication, understanding, and relationships

  • Build high performance teams

This link will allow you to complete the pre-work for the upcoming meeting.

Speaker: Melissa Hastings - Melissa joined the University of Phoenix as a Corporate and Community Liaison with University of Phoenix two years ago after supporting international businesses as a marketing professional. As a Community Liaison she is responsible for building relationships within Southern Arizona. She provides leadership development training for multiple organizations within the Southern Arizona Community. Melissa is a member of the Greater Tucson Chamber of Commerce and the Greater Tucson Leadership. She is currently attending the University of Phoenix to enhance her own professional development. She is married to her husband of 13 years and has three wonderfully challenging children who remind her what life is all about.


Organized for Life

This session will provide an outline of and background information for a "Transition Portfolio" that is designed to organize information relatives and/or friends are called upon to work with and uncover when a loved one dies or becomes seriously ill. The presentation addresses several questions, such as: Do you know where your important papers are? Do you have a list of people to contact? Do you know where the significant people in your life keep their important papers and records? If your loved ones live across the country, will they be able to manage your affairs should you become ill or die? Will you be able to manage theirs, possibly write their obituary, find sufficient funds for a surviving spouse, prepare information for an attorney for probate while still continuing to work? You will be provided with a guide to supplement the presentation.

Speaker: Jennifer Hesketh Aviles - Jennifer is a community activist and volunteer who has focused on issues ranging from education, womens and girls opportunities and rights, diversity, leadership, and social justice to long distance running. She is a graduate of Simmons College, Boston and is a trained mediator. Highlights of her career include being a successful lobbyist for the reduction of Davis-Monthan AFB traffic over the City of Tucson, an early member of the City of Tucsons Desegregation Site Committee, a member of the board of the Tucson Rape Crisis Center, the administrator of the National Running Data Center, Inc., initiator and proponent for the installation of children school crossing zones at Peter Howell and Sewell Elementary Schools on 5th Street, program coordinator senior for the University of Arizonas Commission on the Status of Women and the Diversity Action Council and a member of the University of Arizona presidential search and screening committee that led to the selection of current president Peter Likins. She chaired the organizing committee of UAs annual Daughters on Campus Day for three years, bringing the local event to national prominence and incorporating financial aid and housing information for junior and senior high school girls. Her background includes more than 16 years of diverse cross-cultural experience acquired through living in Colombia, India, the Philippines, Australia and Japan as well as spending an extended period in France. Following her retirement from the UA, she has served as co-chair of the executive committee of the Womens Plaza of Honor and chair of the Plazas Design and Construction Committee, vice president of the UAs Women Studies Advisory Council, board member of Greater Tucson Leadership, and chair and board member of the UAs Center for Student Involvement and Leadership.

Jennifer is a recipient of the Greater Tucson Leadership Kurth Award (2002), the Tucson YWCA Woman on the Move Award (1998), UA Award for Excellence (1994) and Womens Long Distance Running Committee of USAT&F Outstanding Contributor Award (1985).

SAC: Crossroads Conference
Hilton Tucson East, 7600 E. Broadway Blvd., Tucson, AZ 85711


Friday, March 16, 2007
8:00a.m. - 4:00p.m.

Conference Fee: $65.00

Register Online
Conference Registration Will Close
Tuesday, March 9, 2007, at 5:00pm

 


Maintained by
Communications Committee
SAC Tel: (520) 621-3931