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2007 News
Archive
Posted July 5, 2007
Wisconsin staff issues sanctions on SWEA
The United Staff Union
(USU) of Wisconsin has formally placed sanctions on the
South West Education Association (SWEA) charging them with
fostering a hostile work environment.
USU President Fred Andrist
accuses the SWEA leadership of continuing “to condone and
demonstrate behaviors which sustain a hostile work
environment for USU members.
“It has become clear that
SWEA’s agenda is to force employees out of their positions
and take control of staff,” said Andrist.
The sanctions are a result
of two years’ worth of instances where staff has endured
inflammatory language, rewrites of their communications and
situations where necessary information has been withheld
from them.
As part of the sanction
notice, Andrist advises USU members to refrain from
volunteering any additional services or assistance to SWEA
outside of their normal assignment. He anticipates some sort
of retaliation for the sanctions.
Chuck Agerstrand, NSO
president commented, “I know the staff would rather not have
to take this action but we support our NSO brothers and
sisters. What happens to one of us, happens to all of us.” Posted June
15, 2007
NSO, NEA
reach historic agreement on pension plan
Concerted organizing efforts by
AFSE, NEASO, and NSO have paid off with a Memorandum of
Understanding with NEA to fully fund their pension plan now that
it is a multi-employer plan. After seven hours of negotiations,
the agreement was signed by all parties at 9 p.m. on June 24.
John Wilson, NEA Executive Director, represented NEA.
“What made the difference in my
estimation was the action of the NSO RA in Scottsdale followed
up with a lot of good hard organizing and agitating in the
affected states,” said Chuck Agerstrand, NSO President.
The issue of fully funding the
new plan had been a major sticking point for the coalition. In
this new agreement, NEA agrees to “fund the plan to attain 100
percent funding for total liabilities.” NEA agrees that such
funding must be in place within 14 years. In return, the
coalition agrees to withdraw any grievances or legal action and
to refrain from any organized activities at the 2007 RA.
Butch Santicola, Region 2
Director from Pennsylvania, serving as “field general”, was
spearheading the organizing efforts. Plans were moving ahead to
picket the NEA RA as a way of communicating our displeasure to
delegates and the public. The work of affiliate presidents was
key in generating pressure on the NEA from within their states
through people and money power.
Agerstrand commented, “This
agreement is truly historic. This is the first time NEA has
recognized NSO as the voice for all affiliate unions.
Collectively, we showed that an injury to one of us is an injury
to all of us. The message finally got through to NEA and John
Wilson.”
A
note from President Agerstrand:
I’d like to offer
a special thanks to
Teresa Rankin, AFSE president, and Andrea Prejean, NEASO president
for all their work and assistance during these negotiations with the
NEA. This was truly a team effort, from beginning to end. Posted June
10, 2007
Highlights from the 2007 NSO RA

The 2007 NSO RA convened in
Scottsdale, Arizona on June 8, 2007. Click
here for highlights of the
Assembly.
Posted June 9, 2007
NEA
votes to change pension plan
With an unanimous vote,
the NEA Executive Committee voted to move the NEA Pension Plan from a
single to a multi-employer status. This is an aggressive move by NEA and
the coalition made up of NSO, NEASO, AFSE, NEARO and affected state
affiliates will be meeting to decide their next course of action. The
issue will be discussed at the NSO RA this week.
Posted June 8, 2007
NEA says "no" to NSO coalition
At a May 29 meeting NEA
rejected the proposal from NEARO, AFSE, NEASO and NSO regarding changes
to NEA's Retirement Plan.
"We had a frank exchange of views but NEA's message was clear, 'We will
take such actions as we think best, so trust us,'" said NEARO president
Edna Frady.
It was obvious in a meeting with Reg Weaver, John Wilson and Donna Healy
from NEA HR that NEA wasn't interested in the coalition's proposal to
guarantee funding of the multi-employer status. NEA representatives
refused to explain their objections to the proposals and to put anything
in writing.
Frady said, "How many NEA and affiliate staff leaders have heard these
sentiments from school boards and superintendents?"
NEA attributes its stance to their fiduciary responsibility to the
Retirement Plan, seeming to ignore its fiduciary responsibility to Plan
members.
To add insult to injury, the coalition was chastised for its efforts to
persuade Retirement Board members to do what's right for retirees.
NEA management refuses to allow the coalition to meet with the Executive
Committee at its June 4 meeting, In its next step, NEA management will
present a motion to the Executive Committee that the Retirement Plan
be converted to multi-employer status and that NEA commit itself
to fully funding all benefits in the Plan as recommended by the Plan's
actuary and approved by the Executive Committee.
"The motion is the minimum required to meet the obligations of a
multi-employer plan under the law. Under NEA's planned action you get no
guarantees of anything other than what the law states," warned Frady.
We have until June 4 to contact NEA Executive Committee members. Please
take up the cause!
Posted June 7, 2007
A Call
to Action!
The NEA Executive Committee needs to hear
from you now before they meet on June 4-5 to decide whether or not to
change their pension plan status. A plan change spells disaster for
participants—both for current employees and retired colleagues. NEA is
also standing firm on the notion that if they do change the plan,
current retirees have no legal standing to challenge any of the changes.
We can’t let this happen.
Please read the information piece
attached. It provides details on the
issue. Then send your message to the NEA Executive Committee
immediately! Our future retirement depends on your action.
NSO coalition blocks
changes to NEA pension plan status
We’ve won the
first round in the battle with NEA to protect the interests of
participants and beneficiaries of NEA’s pension plan. But the bigger
conflict comes next month when the NEA Executive Committee will meet
to decide if NEA should change its pension plan status. That move
has repercussions for all of us. Click
here to read more and find out how you can play a part in this
organizing campaign.
UPDATE
NSO Coalition blocks
changes to NEA pension plan status
Since
the posting of this news, the NSO-led coalition has received
a response from NEA Executive Director John Wilson to the
request to meet with the NEA Executive Committee regarding
NEA’s move to a multi-employer status for its pension plan.
NEA Director John Wilson
expressed his regrets to a coalition request that the NEA
Executive Committee reconsider its decision to meet with
representatives from NSO, AFSE, NEASO, and NEARO to discuss
NEA’s plan to change its pension plan status. He did,
however, remind the group that he and NEA President Reg
Weaver are available to meet with representatives from the
employee groups and the retired employees.
In his response, he stated,
“Since you chose not to bring forth your proposal through
the appropriate channels of the Retirement Board, you missed
an opportunity to put your concerns on the table. You have
chosen to share your original proposal to the Executive
Committee so they do have it now.”
The coalition proposal
recommends that if NEA moves to a multi-employer status from
a single-employer status that the plan be supported by an
agreement on funding levels.
The proposal wants NEA “to
provide common and legally enforceable protections and
assurances that afford all affected parties with rights that
substitute for those lost by virtue of any conversion to a
multi-employer pension plan.”
The coalition wanted its
representatives to meet with the Executive Committee before
a decision was made at their meeting on June 4-5. While AFSE
and NEASO are a part of the coalition, they have also
reserved the right to bargain about the impact of the
proposed change as per the pension protections provided by
their contract.
Wilson
reassured the coalition that “. . . the Executive Committee
has a fiduciary responsibility to the NEA Plan and to the
NEA. I trust they will make the right decision. When all is
said and done, our employees will still have one of the best
defined benefit programs in the nation.”
Posted April 11, 2007
2007 NSO
Representative Assembly
The 2007 NSO
Representative Assembly will be held June 8-9 at the Westin Kierland
Resort and Spa in Scottsdale, Arizona. The meeting will begin
promptly at 9:30 a.m. with registration beginning at 8:00 a.m. on
Friday, June 8. There will also be an early registration on
Thursday, June 7 from 1 p.m. to 5 p.m. The Representative Assembly
will adjourn at approximately noon on Saturday, June 9th.
Hotel Reservations:
The Westin Kierland Resort and Spa room rates are $155 single/double
occupancy (plus applicable taxes) and are available June 4 through June
12, 2007 for NSO affiliates. Please be sure to have a credit card
available to guarantee your room(s). Rooms are available on a
first-come, first-served basis, and reservations can be made anytime via
the internet by logging onto
www.nationalstaff.org for the Westin Kierland link or by calling
1-800-354-5892 and asking for the National Staff Organization Room
Block. The cut off date for making room reservations is May 7, 2007.
Click
here to make your hotel
reservation.
Reservations
made after the NSO block date of May 7th will be based on
space availability at the hotel’s prevailing rate. If you have any
room reservations problems, or your affiliate has eight or more
reservations, contact Kathy Barnes, Groups Rooms Coordinator at
480-624-1209 or
kathy.barnes@westin.com. Ms. Barnes can be reached Monday
through Friday between the hours of 9:00 a.m. – 5:00 p.m. (PST).
We ask that you
do NOT make block reservations, i.e., reserving multiple rooms under
one name. Individual delegate names will be needed when
making reservations. Should you need to cancel a room reservation
please do not contact the hotel. Instead, contact me so that the
room will not be removed from the NSO block. By doing so, another
NSO affiliate or delegate may be able to use the room.
Westin Kierland Resort and Spa
6902 E. Greenway Parkway
Scottsdale, AZ 85254
800-354-5892
Airport Transportation:
Transportation to/from the Phoenix Sky Harbor International Airport
can be obtained by Super Shuttle or taxi. The cost for Super
Shuttle will be approximately $16 per person, one way. Reservations
for Super Shuttle are not required. The Super Shuttle can be
obtained on the outer island marked “van service.”
Solidarity Reception:
There will be a reception on Friday for solidarity and networking
purposes; afterwards, delegates will be free to enjoy Scottsdale on
their own. Further details will be available at the NSO
registration desk.
Delegate Entitlement Listing:
The delegate entitlement is based on the membership numbers as
provided to the NSO Financial Adviser as of March 30. Those
affiliates made up of both professional and associate staff would be
entitled to delegates based on the number of members as if the
associate and professional members were in separate unions. See the
enclosed Delegate Entitlement Listing for the number of eligible
delegates.
Seating
of Delegates:
For affiliate delegates to be seated with voting privileges, NSO
requires that NSO dues are fully paid; Charlie Love Crisis
Funds are paid in full; the affiliate has electronically submitted
and updated its membership list; and filed its LM report with the
DOL and a copy to the NSO, if applicable. Click
here
to retrieve the
Affiliate in Good Standing Checklist. If you have any questions
regarding your status, please call NSO Financial Adviser Vera
Stafford at 269/521-4341.
For our
convenience, a checklist for determining whether an affiliate is ‘in
good standing’ is enclosed. Also enclosed is a Membership/Dues
Transmittal Statement showing the dues status of each affiliate as
of March 29, 2007. If you have any questions regarding your status,
please call NSO Financial Adviser Vera Stafford at 269/521-4341.
In compliance
with Landrum-Griffin and NSO policies, a section of the RA floor is
reserved for voting delegates only. Observers, alternates, and
delegates without voting credentials will be provided seating
separate from the RA floor. Please remember that the entire floor
of the Representative Assembly is designated as a “no-smoking” area.
Election
of 2007 RA Delegates:
The enclosed 2007 Delegate Name
Form will need to be completed and returned to me no
later than Friday, May 15, 2007. Failure to meet the deadline
date for submission of entitled delegates will result in the
non-credentialing of said delegates. Your early notification of
delegates, as well as alternates, will speed your way through
registration. In accordance with the LMRDA, all information on the
delegates and alternates need to be home information—not business.
Click
here
to retrieve the Delegate Name Form.
As a reminder,
the Labor-Management Reporting and Disclosure Act of 1959 (LMRDA)
requires that your affiliate delegates be elected by secret ballot
because officers of NSO are elected at the Representative Assembly.
For a complete copy of the law, or if you have specific questions
regarding the election of your delegates, contact Mary Henson or you
may contact your respective Office of Labor-Management Standards,
U.S. Department of Labor.
Additionally,
the NSO Constitution
requires in Article IX, Section 4, that “Delegates and alternates to
the Representative Assembly shall be elected by a majority secret
ballot vote of their state association membership casting ballots.”
The affiliate
president or other duly elected leader must sign the
Delegate Name Form
certifying that your affiliate delegates and alternates are
elected in accordance with the NSO
Constitution and LMRDA.
No delegate or alternate will be seated unless elected in
accordance with these provisions. Under no circumstances can
delegates be appointed.
NSO Campaign and Election Rules:
The NSO has established Campaign and Elections rules that will
govern how elections for NSO offices are conducted. Any member
running for office shall abide by these campaign and election
rules. For a copy of the Campaign and Elections Rules and/or the
Candidate’s Petition,
here
to retrieve.
2007 RA Delegate Handbook:
The 2007 Delegate Handbook
is being finalized for printing and will be sent in bulk to affiliate
presidents, by mid-May. Please be sure to pass the Handbooks along to
your delegates immediately upon receipt.
Posted March 1, 2007
NSO
Leadership Academy to be held April 13-14
Registration Information Now Available
TO:
NSO Affiliate Presidents
FROM: Lynn Adler, NSO VP-Program
RE: NSO 2007 Leadership Academy, April 13-14
On April 13-14, 2007,
NSO will be offering
its first Leadership Academy at the Hyatt Regency St. Louis, Missouri.
The Academy is designed for Presidents and emerging leaders to develop
and/or enhance union advocacy skills and to network with other NSO
advocates from across the country. We hope you will take advantage of
this event. Come and bring along an emerging leader from your affiliate.
We'll be focused on unionism, leadership skills such as relationship
building and effective communications, and the nuts and bolts of basic
leadership. And, of course, there will be opportunities for networking
and fun! Use this
link to review the president's letter, agenda, and tentative
schedule. To register, click
here!
Posted December 1, 2006
2007
Winter Advocacy Retreat Goes West
For the first time in
19 years, the annual NSO Winter Advocacy Retreat will be held on the
west coast. The 2007 retreat will be held January 12-13 at the
Hyatt Regency Orange County in Anaheim, CA. Participants can
choose from a variety of training opportunities, share 'WAR' stories and
build unity at the annual Solidarity reception.
NSO and its
Affiliates are experiencing so much change—demographics and issues are
shifting rapidly. We are living in a “whitewater world” and, together
we can create our future if we dream and work in unity:
Fantasyland…let’s
dream BIG of what we want the future to look like, what our goals are—a
National union?...A national strategy?...National Goals and Standards?
Adventureland…let the adventure of getting
there begin! How will we do it?
Tomorrowland…the future of the NSO, its
Affiliates and all of our members; Fantasyland come true!
2007 marks the
beginning of a new way to register for the NSO Winter Advocacy Retreat.
Registration forms are only available on the NSO Website.
Click
here to register.
Posted October 11, 2006
2006
NSO National CBC
Scheduled for November 11
NSO
affiliate presidents and chief negotiators are
invited to attend the 2006 NSO National Coordinated
Bargaining Council to be held Saturday, Nov. 11 at
the Hyatt Regency in Dallas , TX . Participants will
meet collectively in the morning and then with their
respective CBC in the afternoon. The agenda will
include information on bargaining strategies, NSO
Goals and Standards and state affiliate bargaining
updates.
Click
here
to download a copy of the
registration form and FAX it NSO
Secretary Mary Henson at 517.622.1892. If you have
any questions contact your CBC facilitator.
Registrations should
be received no later than Nov. 1.
Affiliates should make their own hotel
reservations through the Hyatt Reservation
Department by calling 214.651.1234 or 800.233.1234.
Please reference NSO when making your reservation.
NSO will pay for one night's lodging-double
occupancy or two rooms if participants are of the
opposite sex. Guest room rates are as follows:
single occupancy - $119, double occupancy - $129,
triple occupancy - $139 and quadruple occupancy -
$149. The cutoff
date for hotel reservations is October 17.
Hyatt Regency Dallas
300 Reunion Boulevard ,
Dallas , Texas , USA
Tel: 214-651 1234 Fax: 214 742 8126
Directions:
From DFW Airport (18 miles):
Take the south airport exit, and follow the signs to
Dallas via Highway 183 East. Continue approximately
10 miles and merge onto I-35E South. Continue I-35E
South. As you approach downtown Dallas , you'll see
landmark Reunion Tower , which is connected to the
hotel. Exit I-35 at exit #428E, which is the Reunion
Blvd/Commerce East exit. As you circle down to
street level, immediately turn right on the service
road between the freeway, and go to the stop sign at
Reunion Blvd. Turn left onto Reunion Blvd. and
continue through the traffic light following the
curve around to the traffic light at Hyatt Regency
Hotel Dr. Turn left going up the incline to the
front drive for hotel valet parking. For
self-parking, continue past the front drive through
the traffic light to the self-parking area.
Approximate distance from the airport is 18 miles.
Drive safely, and we'll see you at Hyatt Regency
Dallas at Reunion .
From Love Field (7 miles):
Take Cedar Springs to Mockingbird. Turn right on
Mockingbird. Turn left onto 35E South. Exit
Commerce/Reunion Blvd. Turn left onto Reunion . Turn
left at second traffic signal into hotel entrance.
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Posted January 18, 2006
NSO Organizing for Power Adds Another Cog
An
important milestone in the ongoing efforts to create a culture of organizing in
NSO state affiliates was reached during the 2006 NSO Winter Advocacy Retreat
when 25 NSO members met in preparation for training opportunities to be offered
at the state level. Handpicked to participate, the group brought a broad
background in established organizing techniques giving the effort a solid
foundation from which to grow.
Trainers Bob Lindquist (CA), Jeff Wahlquist (WA) and Mike Horner (WA) guided the newly formed
Constant Organizer’s Group or COG through a
variety of situations geared toward tapping the group’s already effective
training and organizing strategies.
 
According to Lindquist, the sessions were vital to meeting the goals set by NSO.
“Our goal is to
offer techniques that will enable every NSO state affiliate the ability to
create a culture of organizing for power and in turn build organizational
capacity.”
The in depth program resulted from the NSO’s Merger and Organizing committee’s
frustration with the lack of organizing training available through traditional
training avenues. Coupled with NSO President Chuck Agerstrand’s commitment to
providing such training for NSO members, the project moved forward. “When the
NEA organizing institute was eliminated it directly impacted the type of
training NSO members needed to be successful not only in their jobs but as NSO
affiliates,” said committee member Bonnie LePage (MA). “NSO’s active pursuit of
better training and the push for all staff to be trained will be beneficial to
us all.”
During the week
of January 16, NSO offered the first Organizing for Power training to
state in cooperation with NEA affiliates. As part of the ongoing partnership
with NEA, NSO members from Michigan, North Carolina, Illinois and Ohio
participated in the training designed by NSO.
If you are interested in the project please contact your NSO regional director.
Posted November 30, 2006
2007 Winter Advocacy Retreat
January 12-13
Fantasyland, Adventureland,
Tomorrowland...
NSO and its Affiliates are experiencing so
much change—demographics and issues are shifting rapidly. We are living in a
“whitewater world” and, together we can create our future if we dream and work
in unity:
Fantasyland…let’s dream BIG of what we want the future
to look like, what our goals are—a National union?...A national
strategy?...National Goals and Standards?
Adventureland…let the adventure of getting there
begin! How will we do it?
Tomorrowland…the future of the NSO, its Affiliates and
all of our members; Fantasyland come true!
The 2007 NSO Winter Advocacy
Retreat is your opportunity to prepare with your colleagues from around the
country. Here, at the Retreat, NSO members can gain the skills and knowledge to
face the future together and succeed. Please join us for this experience where
you’ll have the opportunity to network, learn, experience and have fun doing
it. We are the future, come be part of it.
WAR
College-At-A-Glance
|
Thursday
January 11,
2007 |
Friday
January 12,
2007 |
Saturday
January 13,
2007 |
|
2-5:00 p.m.
2-3:30 p.m.
3:45-4:15 p.m.
4:30 p.m. |
Early
Registration
Presidents
Meeting
Trainers Meeting
On your own |
7:00 a.m.
7:30 a.m.
8-8:45 a.m.
8:45-9 a.m.
9-11:30 a.m.
11:30-12:45 p.m.
1-3:30 p.m.
5-6:30 p.m.
6:30 p.m. |
Continental
Breakfast
Registration
General Session
Break
Session Series
100
Lunch
Session Series
200
Solidarity
Reception
Dinner-on your
own |
8:00 a.m.
9-11:30 a.m.
11:30 – 12:45
p.m.
1-3:30 p.m.
3:45 p.m.
|
Continental
Breakfast
Session Series
300
Lunch
Session Series
400
On your own |
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Advocacy Retreat
Registration
Each attendee is required to complete a registration form for the 2007
Winter Advocacy Retreat. Materials and Retreat arrangements will be based on
this pre-registration.
Registration deadline is November 15, 2006. To email, complete the
online form, save to your computer, then send as an attachment to your email.
To fax or mail, complete the online form and print a hard copy. Click
here for the registration form.
Email, mail or fax completed forms to:
Mary A.
Henson
National Staff Organization
1216 Kendale Blvd., PO Box 2573
East Lansing MI 48226-2573
mhenson@mea.org or
EsthersBaby@msn.com
517/622-1892 (NSO FAX)
From time to time your first choice may not be available, please
assist us by providing a second session choice. Click
here for a
complete list of session descriptions.
Hyatt
Regency Orange County Hotel Information
For the first time in nineteen years, the NSO Winter Advocacy Retreat will
be held on the west coast; specifically, at the Hyatt Regency Orange County.
Hyatt Regency Orange County
11999 Harbor Blvd.
Garden Grove, CA 92840
714/750-1234
Fax: 714/971-1721
Participants will be required to make their own reservations directly with the
hotel by going to
www.passkey.com. Hotel
reservations can be made on-line using this link no later
than December 15, 2006. A credit card will be required.
Room rates for the Winter
Advocacy Retreat are as follows:
Single Occupancy: $149.00 + tax
Double Occupancy: $149.00 + tax
Triple Occupancy: $189.00 + tax
One-Bedroom Suite: $149.00 + $30.00 + tax
Two-Bedroom Suite: $149.00 + $40.00 + tax
Check in time at the Hyatt Regency OC is 3:00 p.m. Room assignments prior to
that time are based on availability. The hotel offers guaranteed early check-in
between the hours of 8:00 a.m. and 1:00 p.m. at a charge of $20.00. Any guest
who departs earlier than the departure date confirmed at check-in, will be
assessed an early departure fee of $50.00.
Affiliates will not be able to acquire lodging elsewhere other than at
the Hyatt Regency OC due to a large convention. Therefore, no overflow hotel is
available.
NSO/Frank Morrissey
Memorial Golf Tournament
It is with regret that the NSO Frank Morrissey Memorial Golf Tournament will not
be offered this year. However, participants are encouraged to enjoy other
activities in Orange County, such as Disneyland.
Airport Shuttle
NSO members traveling into LAX (Los Angeles) or John Wayne Airports can
download a discount coupon from Super Shuttle. Go to
http://www.supershuttle.com/Coupons/LAX/NatlStaffOrg.pdf to print your
coupon.
Orange County Activities
To find out about events and activities in Orange County, go to
http://www.anaheimoc.org/.
Solidarity and Networking
Reception
A solidarity and networking reception will be held on Friday, January 12th. Beverages and heavy hors d’oeuvres will be available for your enjoyment.
Further details will be available at the NSO registration desk.
Winter Advocacy Retreat 2007
Session Descriptions
NSO is proud, once again, to offer the 2007 Winter Advocacy
Retreat. As always, there are new sessions as well as repeat session
offerings—the
ones that our members want the most.
Click
here to review this year's sessions at-a-glance.
Click
here for a
printable version of the session descriptions listed below.
Bargaining:
Advanced Contract Writing for Staff—All
Day, One Day Session—[Session
#305-405]—This session will look at writing clear, precise and timely
language. Items covered will include general “shoulds” and “should nots”, what
current important language areas should be considered, and how language is
understood and interpreted by members, employers and arbitrators.
Trainers: Barbara Bouknight (MI), Debra Roberts (MI)
Bargaining around Salary—[Sessions
#203, #304]—This session will give you the knowledge and the tools
needed to analyze your salary guide/schedule, create comparisons with other
states and plan your next negotiations around salary issues. In this session,
we’ll discuss the basics of salary guide/schedule construction from start to
finish. We’ll look at the issues of average salary, minimums and maximums,
guide length, increment costs and settlements. Bring a copy of your salary
scheduled and a calculator for some “hands-on” analysis, and be prepared for
some interesting discussions! Participation limited to 35 attendees.
Trainers: Steve Swetsky (NJ), Bob Willoughby (NJ)
Modified Positional Bargaining—A Whole New World—[Session
#102]—Would you like to bargain a contract in three to four days?
This session is designed for participants who are interested in a cooperative
bargaining style that achieves success in three to four days versus MONTHS!
This session will explain the bargaining model and the three effective tools
used to achieve positive results. You will learn the impact of developing your
ground rules that are crucial in promoting success. There will be discussions,
activities and hand-outs! Participation limited to 25 attendees.
Trainers: Kim Lane (OH), Denny Peltola (OH)
New Bargainers—How to Write Contract
Language—All
Day, One Day Session—[Session
#106-206]—This session is for those how are new to the bargaining
process. It will include how to begin writing contract language; what
information is needed before starting bargaining; when to begin preparing for
bargaining; discussing the information NSO can provide; reviewing
management/union history and the intent of previous language; ramifications to
the unit if current language is changed; and basic items such as the difference
in terms such as may/will.
Trainers: Jackie Rhodes (MI), Dave Stafford (MI)
So…What’s This Thing Called IBB?—[Session
#310]—This session will give you an overview of what Interest Based
Strategies are all about and how they can be used in many areas. One of the
uses of the Interest Based Strategies is in bargaining. This session will
highlight how the interest based process works and what teams need to do to
prepare for interest based bargaining. Interest based bargaining is not meant
for everyone, but where it does work, IT WORKS!
Trainers: Lynn Adler (IL), Tom Greene (MI)
Ten Proven Ways to Improve Your Bargaining—All
Day, One Day Session [Session #105-205]—How do you improve your
bargaining? By assessing your bargaining, learning from your successes and the
successes of others, and then making appropriate changes. This session will
cover 10 ways you can improve your bargaining, including but not limited to
changing the relationship with the other side. The goal of this session is to
better represent your members and make it easier for your negotiators to be
successful. The focus is on excellence, as better negotiations can help produce
a healthier working environment.
Trainers: Lane Hotchkiss (MI) and Elva Vertrees (MI)
Benefits:
Bargaining Health Insurance—[Sessions
#208, #404]—This session will review different aspects of
employer-provided health insurance; plan design, prescription drugs, disability
insurance, vision, and dental. We will focus on the new “consumer driven”
health plans health care savings accounts and healthcare reimbursement
accounts). Trends and research is provided to help bargainers have the
appropriate amount of information at the bargaining table.
Trainers: Guy Kendall-Freas (NEASO-MB), Douglas Terwilliger (NEASO-MB)
Defined Benefit Retirement Plans—[Session
#101]—
Interactive discussion of Section
415 caps on early retirement, COLA, vesting, life expectancy by gender and race,
purchase of prior credit, conversion to Defined Contribution Retirement Plan,
plan termination, GATT and simulates costs of funding a Defined Benefit
Retirement Plan (as time permits). A discussion on pre-retirement planning
strategies, if time
permitted.
Trainers: Michael Coleman (AR), Dan Saling (NSO-Retired)
Medicare D—Another Look—[Session
#207, #413]—In this session, there will be an overview of the
Medicare D program and demonstrate, by analysis, how participants fare. We will
then make a case for reallocating theses dollars and speak briefly about Health
Savings Accounts. Also, a review will be held regarding some important aspects
of eligibility and survivorship issues, i.e., COBRA and beyond that should be
reviewed in any health care plan. This session should be of interest to staff
bargainers or anyone beginning to consider their own retirement and health
insurance into retirement.
Trainers: Eugene Dunk (WI), Jill Gefke (WI)
Reality 501: Bargaining Post-Retirement
Health Care—[Session
#201]—One of the two big issues driving your bargaining for the
foreseeable future is health care. How will you handle an employer attack on
your benefits? Attend and we’ll cover how to make comparisons using NSO
research, costing proposals, the impact of health plan design changes, internal
organizational issues, and review important documents (employer budget, plan
documents, etc.).
Trainers: Dennis Eisenberg (WI), Mary Ann Jandoli (NJ), Liz Tokar (CA)
Reality 501: Bargaining Retirement—[Session
#302] — One of the two big issues
driving your bargaining for the foreseeable future is pensions. How will you
handle an employer attack on your benefits? Attend and we’ll cover how to make
comparisons using NSO research, costing proposals, the impact of pension plan
design changes, internal organizational issues, review important documents
(employer budget, plan documents, etc.), discuss the FASB pension rules and
receive updates on new or proposed rules governing pension plans. Bring a copy
of your contract, and FASB funding data.
Trainers: Dennis Eisenberg (WI), Mary Ann Jandoli (NJ), Liz Tokar (CA)
Understanding Pension-land: Your Guide to Defined Contribution, 401K plans and
Choosing a Financial Advisor—[Session
#211]—What are the ingredients of a good Defined contribution or 401K
Plan? How does your plan compare with a model plan? Do you have the
background knowledge, know-how, or the will to choose where that money should be
invested, now or in retirement? Are you receiving an inheritance or a large sum
of money or going through a life changing event (divorce, remarriage, college
bills, etc.? If so, do you need and how does one select a competent financial
planner or advisor? This session offers the answers to these questions and
more.
Trainers: Don Frattini (NSO-Retired), Jan Galbreath (MO), Ron Goldenstein (NE)
What Matters Most: Retirement, Investments and Education—[Sessions
#108, #409]—Can you retire early? Do your NSO affiliate contract
investment options meet best practice standards? Take the interactive Judge
Judy Investment test to find out. Learn how to become an NSO Margarita
Millionaire! Don’t be overwhelmed investing your personal, 401(k), or
retirement assets. You’ll review strategies to help you invest like a pension
pro. This session is designed for the basic or intermediate investor to help
sharpen your investment knowledge. Bring a copy of your last investment
statements and your contract. Participation limited to 35 attendees.
Trainers: Dennis Eisenberg (WI), Barry Tusin (IL)
Communications:
All Member Canvass—[Sessions
#214, #406]—Do you want to increase member involvement in your NSO
affiliate? Recruit new leaders? Prepare for bargaining effectively?
Strengthen your affiliate in dealing with management and governance? The All
Member Canvass is an organization –building technique based on individual
conversations among members. It enables your union to identify the issues and
concerns that are most important. Information gathered from one-on-one
conversations becomes the basis for a broader discussion within your union. It
builds solidarity and strengthens your affiliates.
Trainer: Tom Suhrbur (IL)
Assertiveness and Bargaining…A Powerful
Combination—[Session
#112]—Assertive behavior is how you achieve the right balance between
your needs and those of others. Assertive behavior is standing up for your own
rights in a way that does not violate the rights of someone else. A negotiating
style profile will also be completed in this session. Based on the model
described in Ury and Fisher’s Getting to Yes, this profile offers a
simple framework for thinking about one’s negotiating style and the likely
effect of that style in negotiating situations. Participants will identify
preferences for one of five negotiating styles. The impact of each style on the
negotiating process will be discussed. Understanding how assertive behavior and
one’s negotiating style preference works together for the purpose of bargaining
will also be discussed. It is strongly suggested that bargaining teams attend
this session together.
Trainers: Tom Greene (MI), Bob Thomas (MI)
Communications for Bargaining and Beyond—[Sessions
#113, #311]—Do your members know what goes on in your union? How do
you share information with governance? This session is designed to help our
local develop its message and the means to disseminate that message
effectively. Teams from each staff union are encouraged to attend.
Participants will develop a message and a communications plan. Participation
limited to 25 attendees.
Trainers: Peggy Chavez (OH), Ed Helvey (OH)
Dysfunction in the Workplace—[Sessions
#213, #412]—Do you work in a dysfunctional environment? Learn to
identify the indicators, learn coping strategies and find out how to overcome
workplace problems. We will concentrate on staff-to-staff conflicts: what
causes them, how to work through them, how to identify when outside help is
needed. Real-life situations and role-playing will be used to illustrate skills
and techniques.
Trainers: Nancy Benson (MN), Stephanie Wolkin (MN)
How the Internet Puts More Power into the
Hands of the Union Advocate—All
Day, One Day Session—[Session
#308-408]—This session will involve the use of the computer in the
day to day activities of union employees. The focus will be on websites that
will provide useful information to assist the union advocate. An extensive list
of websites will be provided and a “live” online access of selected sites will
be demonstrated as part of the presentation. The internet has made it possible
to better represent your members by providing you with the most up-to-date labor
decisions, laws, sample contract language, effective bargaining tools and
resources available. This session is designed for all levels of computer
users. Walk away with a step-by-step manual that will enable you to start using
the Internet today!
Trainers: Glenn Johnson (NJ), Howard Parish (NJ), and Donette Ramey (MI)
Quality Newsletters/E-Newsletter—[Sessions
#212, #411]— This session will provide an insider’s look and
strategies on how to handle the communication process, offer helpful tips for
writing attention grabbing content, and discuss programs that can be used to
design your staff union newsletters.
Trainers: Christi Broadway (NC), Lynette Lee (NC)
Sometimes You’re the Bug…Sometimes You’re the Windshield—All
Day, One Day Session—[Session
#104-204]—The need for unions continues to come under fire in the
public and in the media. It’s more important than ever that union leaders and
members are able to clearly and concisely develop and send a “union” message.
This session provides skills training and template presentations to train any
members to ‘talk like a leader’ in any given situation. The emphasis is on
message development, interaction with news media and media relations. This
session is meant to be an interactive training, including mock interviews using
real situations faced by union members. Participation limited to 30 attendees.
Trainers: Rosemary Carey (MI), Cynthia Menzel (KS)
Contract Administration:
Arbitration Preparation—It’s Not Rocket Science—[Sessions
#209, #407]—This session is designed for new advocates or those with
little or no arbitration experience. It will provide a practical basic
introduction to the arbitration process with emphasis upon how we develop our
case. Key concepts include: Why we arbitrate; avoiding common errors in
arbitration; witness selection and preparation; opening statements; direct and
cross examination and closing statements. Participation limited to 30
attendees.
Trainers: Don Tarr (NJ), Lois Tarr (NJ)
Intermediate Grievance Processing—[Session
#307]—This session is designed for participants who are knowledgeable
about the basics in identification and filing of grievance issues. This session
will discuss and identify what needs to be accomplished at each step of the
grievance procedure beyond the initial filing and investigation. This will also
include an in-depth analysis of each step of each participant’s grievance
procedure and an evaluation of the step’s value in the procedure as it prepares
us for a possible arbitration of the issues. Please bring a copy of your staff
contract. Participation limited to 30 attendees.
Trainers: Joseph DiVincenzo (NY), Phyllis Rugnetta (MA)
Introduction to Grievance Processing—[Session
#107]—For first-timers and those who need a refresher; determining if
there is a grievance; Investigating the grievance; framing the issue/how to
write a grievance; determining appropriate relief/remedy; presentation at
initial stages of grievance; an opportunity to practice advocacy skills. Please
bring a copy of your staff contract. Participation limited to 30 attendees.
Trainers: Joseph DiVincenzo (NY), Phyllis Rugnetta (MA)
Principles of Contract Interpretation—[Sessions
#109, #306]—Understanding how to interpret contract language is
critical to grievance reps, negotiators and officers who have to decide the
merits of a grievance. This session will examine the principles of contract
interpretation and offer insights as to how arbitrators interpret contract
language.
Trainer: David Moracco (MN)
Leadership Development:
Basic Unionism—[Session
#210]—Have fun while examining the
history, economics and values of unions. Learn how the NSO is the same as other
unions and how it is different. Learn how to use the information to build and
strengthen YOUR state and local union. This interactive session will include
information on resource materials, prizes and chocolate.
Trainers: Dave Rathke (IL), Louise Uphoff (IL)
Connecting the Dots…The Value of Union
Membership—[Sessions
#110, #309]—The primary focus of this
session will be on strengthening the connection of union members with their
local unions and NSO. There will also be a component to strengthen the bond
between different affiliates in each state. Emphasis will be placed on the use
of a series of prepared message suitable for e-mail and printed newsletters that
highlight the value of union membership. Participants will be provided with a
CD and binder of materials for use in their local affiliates.
Trainers: Catherine Fichtner (MA), Jo Ann Fitzgerald (MA), and Cheryl Singleton
(MA)
Group Decision-Making Dynamics—[Sessions
#315-415]—Every union faces the challenges of group decision making.
Bargaining teams, executive committees, grievance committees and
labor/management groups all engage in important decision-making activities.
However, not every decision made by a well-meaning group is unfailing. This
session will explore the dynamics of group decision-making and will help groups
engaged in traditional or interest-based bargaining as well as labor/management
discussion groups learn how to avoid false consensus or “groupthink”. This
session is a must for anyone who is looking for a way to help their union
involve every committee or group member in the decision making process and help
improve the quality of decision making.
Trainers: William Gist (IN), Casey Patterson (IN)
Leading Successful Meetings—[Sessions
#316, #402]—An overview of parliamentary procedure and how to use it
to achieve the outcomes which you need to result from a meeting. Emphasis is
placed upon how to establish rapport with the meeting participants and its
importance in reaching your goals. Opportunity will be provided for questions
and answers.
Trainer: John Reilly (NSO-Retired)
Practical Tips for Presidents—[Sessions
#111, #216]—This session will include
a facilitated discussion of the practical aspects of being President, including
(but not limited to): transitions from one president to another; Constitutions,
Bylaws and Executive Committee policies; Communications (internal and external);
NSO events (WAR College, RA, CBC); dealing with “rum” groups; time management;
stress management and much more!
Trainer: Wanda Van Pelt (IL)
Life is Easier with NSO Research—[Session
#115]—This session will provide a
practical look at what is available from NSO Research (and NEA Research such as
the Huttleston Report, if available). The focus will be on how to
understand and use the data, how to generate exhibits to support your positions,
and what to use and not use.
Trainers: Robert Blackwell—NSO At-Large A Director, Ruth Ivory—NSO At-Large B
Director, Peggy Nabors—FL/NSO Research Committee
Treasurers’ Workshop—[Session
#116]—Filing of Labor Department
(LM-2, 3 or 4) reports; IRS 990s; financial and Labor Department auditing will
be addressed in this session. Also learn how to develop an appropriate
investment strategy for union assets and what it means for your affiliate to be
‘in good standing’ with NSO.
Trainers: Ron Goldenstein—NSO Treasurer, Vera Stafford—NSO Financial Adviser
Organizing/Membership:
Organizing Around Possibilities—[Sessions
#103, #401]—This session is on
organizing around possibilities that is applicable to complex organizational
challenges ranging from bargaining to dispute resolution to organizational
change. This session will examine how to move the organizational dynamic from
“What ifs…” and “If it weren’t for…” to “What we can see together…” and “How
this can become our reality…” Session participants will have the opportunity to
work with real life issues and learn to move the organizing tensions from
“negative tension” to “creative tension.” The session will also assist
participants in realizing the desired future through the merger of the
individual and the collective.
Trainer: Armin Blaufuss (WI)
Power Organizing for a Powerful Staff
Bargaining—All
Day, One Day Session—[Session
#314-414]—This session will help NSO bargainers and organizing chairs
prepare the membership for powerful, successful bargain with management. Using
the concepts of Constant Organizing Goals (COG) and timeline planning, the
session begins with a discussion of organizing power and the development of that
power from a period of 18 months prior to the staff bargain and on through the
conclusion of the bargain right up through a potential crisis. The session will
help prepare participants in the areas of strategy and tactics in organizing and
in organizing and bargaining communications that support those activities. This
class will be particularly useful to newer attended to the WAR College who may
not have experienced the situation of a tough staff bargain. It is intended to
help them prepare in a systematic, powerful way to win.
Trainers: Kathy Hill (CA), Jeff Wahlquist (WA)
Powerful Union Representation: The
Organizing Alternatives—All
Day, One Day Session—[Session
#303-403]—Several approaches to union representation and organizing
have been advanced by the labor movement, civil rights movement, community
organizations and other advocacy and social change groups. This session
identifies, describes, and assesses the most popular of these approaches.
Initially, the session contrasts the Organizing Model of union representation
with the Advocacy model and the service model of union representation. After
assessing comparative advantages and disadvantages of the Organizing Model of
union representation, this session examines and distinguishes the most popular
and common approaches to organizing.
Trainers: Bob Lindquist (CA), David Oshige (CA), and Debra Oshige (CA)
So, You’re a Staff Union Member, Now
What?—[Session
#301]—It’s inevitable. New staff is
hired to replace the veteran staff and the baton must be passed forward. The
union stays the same – or does it? Means to address the constantly voiced and
unvoiced questions of “What can the union do for me?” and “Do you know what my
needs are?” will be the topic of this session. Emphasis will be placed on
organized one-on-one conversations designed to discover and establish goals and
objectives for long-term unity and preparedness for bargaining. The aim is to
answer the two questions above by improving union effectiveness for both the
rank and file membership and the leadership. There will be involved discussion
and take-home hand outs (including a CD-ROM).
Trainers: Kim Lane (OH), Denny Peltola (OH)
Rights
Issues:
Bargaining Legal Issues—[Session
#215]—This session will deal with frequently encountered conflicts
when the employer or the employer’s attorney quotes the “law” as reason to deny
employee proposals. Suggestions will be made on how to maximize and enhance
members’ rights through bargaining certain aspects of the Family Medical Leave
Act (FMLA), Fair Labor Standards Act (FLSA), USERRA, COBRA and others.
Trainer: Bob Thomas (MI)
Employee Rights in the Workplace—[Sessions
#114, #312]—This session involves examination and discussion of
Federal statutes including Sec. 504, ADA, Title VII of the Civil Rights Act of
1964 (Sex discrimination), Equal Pay Act, ADEA, NLRA and others. The session
will focus on lecture and discussions, question/answer related to the basic
tenets of the respective Federal law, and analysis of governing court and agency
decisions.
Trainers: Jeff Rosenberg (CT), Mark Sheehan (CT)
Just Because You’re Paranoid Doesn’t Mean
That They Aren’t Out To Get You: Addressing Workplace Privacy—[Sessions
#313, #416]—Could your boss be spying on you? The answer is
increasingly a resounding “yes!” Many of the basic rights we all take for
granted are not protected when we go to work. The use of new information and
communication technologies at the workplace has exploded in recent years. This
session will focus on the techniques your boss may be using to spy on you, what
your employer can legally do and how you can use collective bargaining to
bargain contractual language to further protect you and your colleagues.
This session is limited to 40 participants.
Trainers: Jina Jonen (WI), Gregory Spring (WI)
Subcontracting, Confidential Employees and Bargaining Unit Work in the Private
Sector—[Sessions
#202]—This workshop will address the growing problem of intrusions
upon bargaining unit work by subcontracting and the use of non-bargaining unit
employees doing bargaining unit work. The problem of alleged non-unit
confidential employees being created by employers, how management erodes the
bargaining unit work and what limitations can be placed upon the work they
perform will be discussed.
Trainers: Rob Day (NSO Attorney), Jack Schamel (NSO-Retired)
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