• Leadership
• Employee
• Technology
• eLearning
• Wellness/Life
• Lunch & Learn Programs
NLGroup University
Training & De...
1
Welcome to NLGroup University,
the development and training program
for all National Life Group employees.
In our commit...
2 3
2
How To Enroll
1. Log on to the employee portal and click Development.
2. On the Training & Education page, click the...
4 5
Leadership Essentials Certification
Coaching & Feedback
Delegation Skills
DiSC Personal Profile, Understanding Your Wo...
7
LeadershipLeadership
Course Title Audience Prerequisites Date / Time of Class Instructor & Location Course Outline
Accou...
9
Leadership (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Driv...
10 11
Leadership (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
...
13
Employee
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Business Acumen
E...
15
Employee (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Great...
17
Employee (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Stres...
19
Technology (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Ama...
20 21
Technology (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
...
22 23
Technology (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
...
2524
eLearning (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Dr...
27
Caring for the Caregiver All employees None Mon., July 18 • 12:30 – 1:30 pm EST
Dr. Bill Nash
Corp Classrooms A B
with...
29
Wellness / LIFE (continued)
28
Financial Literacy Lunch Learn Workshops
Course Title Audience Prerequisites Date / Tim...
30 31
“How We Make Money” Lunch Learn Series
National Life Group Building Tours,
History Green Initiative
Course Title A...
33
Business Continuity Planning
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outli...
3534
Business Continuity Planning (continued)
Course Title Audience Prerequisites Date / Time of Class Instructor Locatio...
37
Other Programs
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Audio CDs -...
38 39
NECI Summer Series
Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline
Excu...
National Life Insurance Company Home Office:
One National Life Drive, Montpelier, Vermont 05604 • Telephone: 800-277-9929 ...
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National Life University Booklet

National Life Group's employee education booklet by Jamie Proctor-Brassard of Letter10 Creative
Published on: Mar 3, 2016
Published in: Education      
Source: www.slideshare.net


Transcripts - National Life University Booklet

  • 1. • Leadership • Employee • Technology • eLearning • Wellness/Life • Lunch & Learn Programs NLGroup University Training & Development Offerings July – December 2011 69064 MK10849(0511) TC62762(0611) 30%
  • 2. 1 Welcome to NLGroup University, the development and training program for all National Life Group employees. In our commitment to provide diverse training and development opportunities to help employees meet the business-needs and objectives of National Life Group, we are pleased to share the July through December educational offerings and also make you aware of new and expanded programs. We continue to offer a variety of development opportunities, lunch and learn sessions, as well as special programs to help employees meet their highest potential by strengthening their skills, knowledge and competencies. Courses are held in Montpelier and Dallas, with some classes being offered via teleconference, WebEx and eLearning. With the company initiative to upgrade Microsoft Office in 2011, technology courses will not be offered on site this term. Anyone requiring technology training in Montpelier may attend classes at the Panurgy Learning Center in South Burlington. If five or more employees need to take a class, training can be arranged on-site. To make arrangements to take a technology class, contact your Business Partner or Bonnie Cortese at Ex. 3273. Dallas employees - please contact your Business Partner to determine New Horizon options. When all our systems are operating on the new version, we will offer a robust schedule of on-site technical courses featuring Microsoft Office 2010. We want to make you aware of several new offerings this term and remind you about recent additions. New Competencies – New Courses: We are happy to introduce Business Acumen and Drive for Results courses to address the updated NLGroup Core Competencies. Business Acumen – A fundamental course for employees who want to better understand our business by gaining an overview of how to access available resources for building business acumen. Drive for Results – A course for employees who want to focus on their bottom-line performance and consistently achieve specific business goals. How We Make Money – This lunch and learn series beginning in June is also a great way to develop business acumen. New and Recent Additions: Learning to Use Major Social Media Sites – A hands- on lab to demonstrate use of major social media sites like Facebook and LinkedIn. Explore how to use social media in your personal life, and learn about corporate policies for business use of social media. Transition to Management at NLGroup – A required course to help create a solid platform for performance excellence as a new front line manager. Other courses added recently include: • Innovation Skills • Meeting Facilitation • Problem Solving and Decision Making • SBI – Giving Feedback New Lunch & Learn/Special Programs: NECI Series – New England Culinary Institute will continue to offer their successful series of classes related to food, wine, nutrition, as well as healthy cooking some with a Spanish and Mexican flavor. Demystify Social Media – A great introduction to social media like Facebook, LinkedIn and Twitter for personal use. Parenting on Track Program® – This popular six-week evening program which returns in September is open to NLGroup employees, their families and friends, and the local Montpelier community. Building Tour & Company History – Join our resident historian, Brian Lindner, on a lunch-time tour of the Montpelier building to learn some fascinating stories about our culture and history. Wellness – Our regular one-hour wellness lunch sessions offer a wealth of knowledge and tools to help balance your work and life beyond NLGroup. Managing Garden Pests Organically – Learn to manage your garden without pesticides using organic IPM practices. We hope you find the tools here to help you meet your developmental goals. We look forward to seeing you in class! Let’s build an NLGroup where business and people grow together! Mary A. Putnam 2nd Vice President & Paul Lambe, Senior Training Consultant Organizational Development & Training
  • 3. 2 3 2 How To Enroll 1. Log on to the employee portal and click Development. 2. On the Training & Education page, click the link – online via the Ultipro web, and log into Ultipro. 3. Click My Company, then Training Schedule. The list of classes and other programs will appear. 4. Click the class name to review class content and to enroll. 5. You will receive an email confirming your enrollment, however you will need to add the class date and time to your Outlook calendar. To enroll in a LOMA course, contact Bonnie Cortese at extension 3273 or email NLGroupUniversity@nationallife.com. Contents Leadership pgs. 6 – 11 Accounting & Finance for Non-Financial Managers Business Acumen Coaching & Feedback Core Competency Building for Employees Delegation Skills (2-session class) Developing Highly Effective Teams Developing Others DiSC Personal Profile, Understanding Your Work Style Digging Deeper with DiSC Drive for Results Generational Diversity Giving Feedback Using SBI (Situation Behavior Impact) Model Goal Setting Innovation Skills (2-session class) Leadership Core Competencies & Self Development Leading Organizational Change Learning to Use Major Social Media Sites Motivating Others Managing Employee Conflict with DiSC Meeting Facilitation Problem Solving and Decision Making (2-session class) Project Management Practicum Stress Management in the Workplace Time Management Transition to Management at NLGroup Employee pgs. 12 – 17 Business Acumen Core Competency Building for Employees DiSC Personal Profile, Understanding Your Work Style Digging Deeper with DiSC Driving for Results Effective Communication Skills Effective Listening Skills Generational Diversity Great People, Great Service - Customer Experience Management Leading Organizational Change Learning to Use Major Social Media Sites LOMA Courses & Designation Programs OnBase Preparing & Delivering Effective Presentations (2-session class) Professionalism in the Workplace Project Management Practicum Proofreading & Editing Resume Writing for the Next Job at NLGroup Stress Management in the Workplace Telephone Skills Time Management Writing Effective Emails Technology pgs. 16 – 23 Access 2003: Level 1 Access 2003: Level 2 Access 2003: Level 3 Access 2003: Level 4 Amazing Macros in Excel 2003 Crystal Report Writing: Level 1 (2-session class) Excel 2003 Essential Shortcuts Excel 2003: Level 1 Excel 2003: Level 2 Excel 2003: Level 3 Excel 2003: Power User Outlook 2003: Level 1 Outlook 2003: Level 2 Outlook 2003: Level 3 PowerPoint 2003: Level 1 Technology (continued) pgs. 16 – 23 PowerPoint 2003: Level 2 SQL Fundamentals Visio Windows SharePoint Services (2-session class) Word 2003: Level 1 Word 2003: Level 2 Word 2003: Level 3 eLearning pgs. 22 – 25 Business Acumen Coaching & Feedback Core Competency Building for Employees Developing Others Drive for Results Ethical Standards & Code of Conduct Ethical Standards & Code of Conduct Refresher Generational Diversity in the Workplace Goal Setting Harassment in the Workplace Information Security Awareness Leadership Core Competencies & Self Development LOMA 281: Meeting Customer Needs with Insurance & Annuities LOMA 291: Improving the Bottom Line: Insurance Company Operations Motivating Others Wellness / LIFE pgs. 26 – 27 Caring for the Caregiver Dallas Wellness Programs How to Achieve Good Emotional Health How to Develop Healthy Habits in Your Child(ren) Managing Garden Pests Organically Parenting On Track Program® Personal Resiliency in Times of Change Presenting Your Best Professional Image Single Parenting Financial Literacy Lunch & Learn Workshops pgs. 28 – 29 6 Steps to Financial Success College Planning – The New Math Seeking a Tax-Free Retirement The Blueprint for Financial Success Understanding Your Credit Score Understanding Your Tax Responsibilities “How We Make Money” Lunch & Learn Series pgs. 30 – 31 How National Life Group Makes Money How We Sell Our Products The Promises We Sell What is a Broker/Dealer Firm? What is Sentinel/National Accounts? NLGroup Building Tour, History & Green Initiative pgs. 30 – 31 National Life Group’s “Green” Initiative NLGroup Montpelier Building Tour & Company History Social Media pgs. 30 – 31 Demystify Social Media Business Continuity Planning pgs. 32 – 35 Business Continuity Plan Review & Approval Emergency Operations & CBCM Program Policies & Procedures New Hire Orientation (Montpelier Campus) Guest House Disaster Recovery (DR) Technology Review How to Define & Maintain Applications (LDRPS-M3B) How to Define & Maintain Business Requirements (LDRPS-M3A) How to Define & Manage Business Processes (LDRPS-M2) How to Publish Plans & Manage Documents (LDRPS-M5) How to Write the Business Continuity Action Plan & Document Business Process Procedures (LDRPS-M4) Introduction to LDRPS 10 & Basic Plan Elements (LDRPS-M1) NōtiFind Training for Sub-Administrators Other Programs pgs. 36 – 37 Audio CDs - Your Listening Library Emerging Women Leaders LIMRA InfoCenter Parenting On Track Program® Toastmasters Club Tuition Reimbursement NECI Summer Series pgs. 38 – 39 The Mario Experience - Culinary/ Conversational Spanish with Chef Mario (4-week evening program) Tapas Demonstration & Tasting Paella Demonstration & Tasting Flavors of Mexico Demonstrations & Tasting The Kitchen Garden Nutrition for a Healthy Life Lecture & Demonstration
  • 4. 4 5 Leadership Essentials Certification Coaching & Feedback Delegation Skills DiSC Personal Profile, Understanding Your Work Style (aka Strengthening Interpersonal Styles with DiSC or Understanding Work styles with DiSC) Generational Diversity Motivating Others Transition to Management at NLGroup Talent Development Certification Developing Others DiSC Personal Profile, Understanding Your Work Style (aka Strengthening Interpersonal Styles with DiSC or Understanding Work styles with DiSC) Goal Setting Performance Management Conflict Management Certification DiSC Personal Profile, Understanding Your Work Style (aka Strengthening Interpersonal Styles with DiSC or Understanding Work styles with DiSC) Handling Difficult Conversations Managing Employee Conflict Informing (Communication) Certification DiSC Personal Profile, Understanding Your Work Style (aka Strengthening Interpersonal Styles with DiSC or Understanding Work styles with DiSC) Effective Communication Skills Effective Listening Skills Telephone Skills Building Effective Teams Certification Developing Highly Effective Teams DiSC Personal Profile, Understanding Your Work Style (aka Strengthening Interpersonal Styles with DiSC or Understanding Work styles with DiSC) Generational Diversity Tips for Managing Telecommuters & Remote Employees Core Competency Building for Employees Certification Core Competency Building for Employees Effective Communication Professionalism in the Workplace Writing for Clarity Writing Effective Emails Career Preparation Certification DiSC Personal Profile, Understanding Your Work Style (aka Strengthening Interpersonal Styles with DiSC or Understanding Work styles with DiSC) Effective Communication Effective Listening Excel Level 1 Great People, Great Service - Customer Experience Management Interviewing Skills for Jobs at NLGroup LOMA 281 LOMA 291 OnBase Professionalism in the Workplace Resume Writing for the Next Job at NLGroup Setting the Stage for Career Success Certification of Achievement Competency building is the process of acquiring skills, knowledge and practice in specific areas. To enhance your learning experience, specific NLGroup University courses have been identified to assist in your skill building and development in a specific competency. After completing the required courses identified in the competency series you receive a Certification of Achievement. Other Programs: Audio CDs - Your Listening Library pgs. 36 – 37 Best-selling audio books on a variety of business and personal development topics are available for all employees to “borrow” through a lending program. Emerging Women Leaders pgs. 36 – 37 Calling Women Managers and Emerging Leaders! During a six-week, one-hour session, we will explore our “strengths” and determine how to leverage them in leadership roles here at NLGroup. The Strengths Finder Profile and accompanying book will be used to assess our top five signature themes. This information will guide the conversations and stimulate different development opportunities. Come join this interactive and collaborative group setting. (Limit 10) Employee Mandatory Online Courses All employees, temporary employees, interns and consultants are required to complete the following three online courses within the first 5 business days of being granted access to the National Life Group computer systems: • Information Security Awareness • Ethical Standards and Code of Conduct • Harassment in the Workplace All employees hired prior to 2010 are required to complete the Ethical Standards & Code of Conduct Refresher course by July 31, 2011. To access the courses, refer to the eLearning pages 22-25. LIMRA InfoCenter pgs 36 – 37 A source for information on life and health insurance, employee benefits and pensions, financial services and many other hot topics. Parenting On Track Program® pgs. 36 – 37 A six-week evening program for parents who seek to enhance their parenting skills. Toastmasters Club pgs. 36 – 37 Employees who wish to become more confident and comfortable before an audience meet twice a month to hone their presentation skills. Tuition Reimbursement Program pgs. 36 – 37 The NLGroup college course reimbursement program allows employees to take advantage of external offerings to improve current job skills or to prepare for positions of greater responsibility. Contents Leading Organizational Change: “This course was so timely and includes a variety of useful lessons to learn for just about everyone. It gave me ideas and actions to implement, and it gave me new perspectives on how change effects our company and the individuals who make it up. I highly recommend this course.”
  • 5. 7 LeadershipLeadership Course Title Audience Prerequisites Date / Time of Class Instructor & Location Course Outline Accounting & Finance for Non-Financial Managers Managers who would like to better understand financial reporting Must be a manager Or Approval from manager Wed., November 2 • 9 am – 3 pm Mike Dellipriscoli & Dave Sanguinetti Corp. Classrooms A & B • Learn to understand and speak the language of finance and accounting • Learn practical financial concepts and skills to help make better management decisions • Understand NLGroup financial terms and results Business Acumen Managers who would like a better understanding of how our businesses work Must be a manager Or Approval from manager Tues., August 23 • 1 – 4 pm (Dallas) Fri., August 26 • 8:30 – 11:30 am (Dallas) Wed., August 31 • 9 am – 12 pm Tues., September 27 • 9 am – 12 pm Tues., October 4 • 1 – 4 pm WebEx: Thurs., November 3 • 9:30 – 11:30am Mary Putnam Paul Lambe Location as specified in Ultipro • A fundamental introduction to NLGroup business • Acquire a broad understanding of how our business works • Learn about our customers, competitors, and where our business originates • Gain a clearer understanding of product development’s role • Learn how to access different resources to develop your perspective of the business Coaching Feedback All managers are required to take this course Must be a manager Or Approval from manager Tues., November 29 • 9 am – 12 pm WebEx: Tues., December 13 • 2 – 4 pm Mary Putnam Paul Lambe Corp. Classrooms A B • Review NLGroup’s coaching model • Become familiar with tools designed to help managers collaboratively work with direct reports • Learn how to deliver effective feedback • Become skilled at modifying coaching strategy to fit a specific situation • Prepare for a real coaching situation Core Competency Building for Employees All employees are encouraged to take this course Approval from manager Wed., July 20 • 9 am – 12 pm Thurs., August 25 • 1 – 4 pm (Dallas) Tues., November 1 • 9 am – 12 pm Tues., December 6 • 9 am – 12 pm WebEx: Wed., October 5 • 10 am – 12 pm Mary Putnam Paul Lambe Location as specified in Ultipro • Gain an understanding of core competencies and how to apply them to understand the behaviors expected of NLGroup employees • Gain an understanding of individual strengths and development needs • Create an action plan to address individual developmental needs Delegation Skills (2-session class) All managers are required to take this course Must be a manager Or Approval from manager Session 1: Wed., July 20 • 9 am – 12 pm Session 2: Wed., July 27 • 9 am – 12 pm Paul Lambe Corp. Classrooms A B • Learn and master the skill of getting work done through others • Examine the four major functions of delegating: planning, organizing, motivating, and controlling • Develop your ability to judge readiness of an employee to take on a project and instill confidence in the employee to get the job done Developing Highly Effective Teams All managers are encouraged to take this course Must be a manager Or Approval from manager Wed., August 10 • 9 am – 12 pm Mary Putnam Paul Lambe Corp. Classrooms A B • Introduce best practice model for highly effective teams • Transfer highly effective team concepts to each business day • Start to think and act according to team principles Developing Others All managers with direct reports are required to take this course Must be a manager Or Approval from manager Tues., October 18 • 1 – 4 pm WebEx: Wed.,November2•10:30am–12:30pm Mary Putnam Paul Lambe Corp. Classrooms A B • Understand the manager’s role in the employee developmental process • Identify methods and opportunities for developing employee performance • Generate ideas for “development in place” activities • Create developmental plans for direct reports • Together develop career aspirations with your employees DiSC Personal Profile, Understanding Your Work Style All managers are encouraged to take this one-session course None Wed., July 20 • 1 – 4 pm Wed., August 17 • 9 am – 12 pm Mon., August 22 •8:30–11:30am (Dallas) Tues., September 13 • 1 – 4 pm Wed., October 19 • 9 am – 12 pm Tues., November 8 • 9 am – 12 pm Mary Putnam Location as specified in Ultipro • Complete on-line self-assessment for personal profile • Examine four distinct work-style behaviors • Increase knowledge of your own unique behavioral patterns • Recognize communication styles and needs of direct reports and other employees • Gain appreciation for different motivational environments • Use tool daily to effectively manage a diverse workforce Digging Deeper with DiSC Managers and employees who have taken DiSC Personal Profile Must have previously taken DiSC Personal Profile Class Wed., August 24 • 1 – 4 pm (Dallas) Wed., September 7 • 9 am – 12 pm Wed., September 28 • 9 am – 12 pm Wed., December 7 • 9 am – 12 pm Mary Putnam Location as specified in Ultipro • A second session for employees who took DiSC Personal Profile and want more • Discover different work styles using the DiSC Personal Profile tool • Examine the various communication styles based on personal profiles • Learn how others are likely to react to what you say and do based on both your styles • Learn to modify your communication style to enhance relationships based on DiSC Personal Profile6
  • 6. 9 Leadership (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Drive for Results Managers and employees required to focus on the bottom-line and consistently achieve business goals None Tues., July 26 • 9 am – 12 pm Mon., August 22 • 1 – 4 pm (Dallas) Tues.,August23 •8:30–11:30am(Dallas) Tues., October 4 • 9 am – 12 pm Wed., December 14 • 9 am – 12 pm WebEx: Thurs., November 17 • 2 – 4 pm Mary Putnam Paul Lambe Location as specified in Ultipro • Setting goals, focusing on priorities and following through to implementation • Using best practices that get things done, e.g., Six Sigma • Gathering and using resources • Achieving results by managing and empowering others and working with your peers • Developing the courage to take risks, the impetus to get moving and the persistence to keep going • Developing the ability to push yourself and others for consistent results • Creating a focus on continuous improvement • Managing stress and celebrating success Generational Diversity All managers are encouraged to take this course None Classroom with Video Conference to Dallas Wed., October 5 • 10 am – 1 pm EST Deb Allen Corp. Classrooms A B 8th Floor Boardroom, Dallas • Become familiar with the differences in communication styles, attitudes, work styles, and acceptance of change among the four generations in the workplace today • Learn strategies for different feedback styles and cross-generational communication Giving Feedback Using SBI (Situation Behavior Impact) Model All managers are encouraged to take this course Must be a manager Thurs.,August25•8:30–11:30am(Dallas) Tues., August 30 • 9 am – 12 pm Wed., October 26 • 9 am – 12 pm Wed., November 16 • 9 am – 12 pm Mary Putnam Corp. Classrooms A B • Learn the SBI method based on situation, behavior and impact for providing effective feedback to others • Obtain valuable tools for giving feedback that is useful, developmental, direct, behaviorally anchored and non-evaluative • Practice giving feedback during the session Goal Setting All managers with direct reports are required to take this course Must be a manager Or Approval from manager Tues., October 4 • 9 am – 12 pm WebEx: Wed., October 26 • 2 – 4 pm Bennett Law Corp. Classrooms A B • Review NLGroup’s goal setting process and the importance of goal alignment and cascading goals • Identify the key business drivers and how to create goals for oneself and others using the SMART method Innovation Skills (2-session class) Managers or team leaders interested in developing innovation in their team Must be a manager Session 1 Tues., November 1 • 1 – 4 pm Session 2 Tues., November 15 • 1 – 4 pm Liz Dallas Corp. Classrooms A B • Learn how to cultivate innovation in your team • Explore how the innovation diffusion curve supports real time solutions • Practice the art of innovation for just-in-time real world challenges • Explore creating and immersing yourself in an environment of creativity • Participate in on-going coaching group discussions to ensure integration of new learning Leadership Core Competencies Self Development All managers are encouraged to take this course Must be a manager Tues., October 25 • 1 – 4 pm Wed., November 30 • 9 am – 12 pm WebEx: Thurs., November 10 • 10 am – 2 pm Mary Putnam Corp. Classrooms A B • Gain an understanding of leadership characteristics and apply them to NLGroup’s expectations of leaders • Understand the behaviors associated with NLGroup’s key leadership competencies • Gain an understanding of individual strengths and developmental needs • Create an action plan to address individual development needs Leading Organizational Change All managers are encouraged to take this course None Tues., November 15 • 1 – 4 pm Mary Putnam Paul Lambe Classroom by Cafeteria • Understand the dynamics and stages of organizational change • Recognize and manage the emotional consequences of change • Identify and learn to successfully navigate through the stages of change • Examine the characteristics of a change agent • Determine the leader’s role in organizational change Learning to Use Major Social Media Sites All employees None Thurs., October 6 • 9 am – 12 pm John Orlando M 1A • This is a hands-on lab that shows you how to use major social media sites • Create a Facebook profile • Create a LinkedIn profile • Learn how to use the privacy settings to control your sites • Explore how you can use social media personally, and corporate guidelines for business use Motivating Others All managers with direct re- ports are required to take this course Must be a manager Or Approval from manager Tues., October 25 • 9 am – 12 pm WebEx: Tues., November 8 • 2 – 4 pm Mary Putnam Paul Lambe Corp. Classrooms A B • Address the three key motivators that employees nationwide have identified as most important • Learn how to create on-the-job opportunities to motivate employees • Differentiate recognition from compensation and identify low-cost/no-cost rewards Leadership (continued) 8
  • 7. 10 11 Leadership (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Managing Employee Conflict with DiSC All managers are encouraged to take this course DiSC Personal Profile Must be a manager Or Approval from manager Tues., September 27 • 8:30 – 11:30 am Deb Allen People Center Conf. Room D • Learn the common reactions to managing conflict and how to move into a non-emotional space • Discover what to expect from different employees based on their DiSC Personal Profile • Determine how to resolve conflict and keep it from resurfacing • Learn how to manage other employees of the department during a time of conflict • Learn how to turn conflict into productive disagreement Meeting Facilitation All managers are encouraged to take this course None Wed., October 26 • 9 am – 12 pm Paul Lambe Classroom by Cafeteria • Identify the key components of planning an effective meeting • Understand and practice key facilitation skills that work • Learn what factors tend to help a meeting fail or succeed • Gain tools and templates to deliver a quality agenda and clear minutes Problem Solving and Decision Making (2-session class) All managers are encouraged to take this course None Session 1 Wed., September 14 • 9 am – 12 pm Session 2 Wed., September 28 • 1 – 4 pm Paul Lambe Corp. Classrooms A B • Learn a problem-solving model and problem-solving techniques and how to choose the right one • Learn how to clearly define a problem before attempting to resolve it • Understand the importance of patience and the risk of biases and narrow thinking • Understand and practice a range of decision-making techniques • Assess your style and barriers to your decision-making • Learn how to ensure others understand and are on-board with decisions Project Management Practicum All managers are encouraged to take this course None Tues., October 18 • 9 am – 4 pm Jen Mincar Classroom by Cafeteria • Learn how to initiate, plan, execute, monitor/control, and close a project • Discover how to deal with multiple concurrent and potentially conflicting projects • Take away a seminar workbook including a process, templates (hard and soft copies), and exercises with sample solutions and checklists Stress Management in the Workplace All managers are encouraged to take this course None Wed., October 19 • 9 am – 12 pm Dr. Anthony Quintiliani Classroom by Cafeteria • Learn how to recognize the stressors in your life • Look for ways to reduce the amount of stress • Develop a healthy stress management program to relieve stress and reduce its harmful effects Time Management New managers are encouraged to take this course None Wed., November 9 • 1 – 4 pm Paul Lambe Corp. Classrooms A B • Examine time management as self-management by understanding work styles, identifying work habits, and examining decision making for productive changes • Learn how to effectively organize and plan work responsibilities • Examine organizing and planning skills, as well as time management techniques Transition to Management at NLGroup (2-day class) New managers are required to take this course Must be a manager Tues., August 2 • 9 am – 4 pm Wed., August 3 • 9 am – 4 pm Mary Putnam, Paul Lambe People Center Business Partners Corp. Classrooms A B • Day 1: Title: Transition to Management Audience: Mandatory for those transitioning to the role of manager for the first time • Day 2: Morning Session: Management Operations and Programs Audience: Mandatory for all managers who are new to management at NLGroup - optional for all other managers Afternoon Session: Recruitment and Selection Audience: Mandatory for all managers who are new to management at NLGroup optional for all other managers Leadership (continued) Delegation Skills: “Paul is an excellent instructor. Very easy to listen to and makes the class more interesting.” Innovation Skills: “I completely enjoyed the course and would like to have this course as a mandatory course that all managers should take.” DISC Personal Profile Class: “Great course....one of those that you could keep taking the next step and learn so much about others and yourself and never get sick of it! Everyone should have to take this class or one like it . . . company-wide!”
  • 8. 13 Employee Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Business Acumen Employees who would like a better understanding of how our business works Approval from manager Tues., August 23 • 1 – 4 pm (Dallas) Fri., August 26 • 8:30 – 11:30 am (Dallas) Wed., August 31 • 9 am – 12 pm Tues., September 27 • 9 am – 12 pm Tues., October 4 • 1 – 4 pm WebEx: Thurs., November 3 • 9:30 – 11:30 am Mary Putnam Paul Lambe Dallas Training Room Location as specified in Ultipro • Acquire a more in-depth understanding of how our business works • Learn how to become more knowledgeable about various issues that can impact our business such as policies, trends, technology, and the competition • Learn how to access different resources to develop a broader perspective of the business Core Competency Building for Employees All employees are encouraged to take this course Approval from manager Wed., July 20 • 9 am – 12 pm Thurs., August 25 • 1 – 4 pm (Dallas) Tues., November 1 • 9 am – 12 pm Tues., December 6 • 9 am – 12 pm WebEx: Wed., October 5 • 10 am – 12 pm Mary Putnam Paul Lambe Corp. Classrooms A B Dallas Training Room (as specified in Ultipro) • Gain an understanding of core competencies and how to apply them to understand the behaviors expected of NLGroup employees • Gain an understanding of individual strengths and development needs • Create an action plan to address individual developmental needs DiSC Personal Profile, Understanding Your Work Style All employees are encouraged to take this course Approval from manager Wed., July 20 • 1 – 4 pm Mon.,August22•8:30–11:30am(Dallas) Wed., August 17 • 9 am – 12 pm Tues., September 13 • 1 – 4 pm Wed., October 19 • 9 am – 12 pm Tues., November 8 • 9 am – 12 pm Mary Putnam Corp. Classrooms A B Dallas Training Room (as specified in Ultipro) • Complete on-line self-assessment for personal profile • Examine four distinct work-style behaviors • Increase knowledge of your own unique behavioral patterns • Recognize communication styles and needs of direct reports and other employees • Gain appreciation for different motivational environments • Use tool daily to effectively manage a diverse workforce Digging Deeper with DiSC Managers and employees who have taken DiSC Personal Profile Must have previously taken DiSC Personal Profile Class Wed., August 24 • 1 – 4 pm (Dallas) Wed., September 7 • 9 am – 12 pm Wed., September 28 • 9 am – 12 pm Wed., December 7 • 9 am – 12 pm Mary Putnam Corp. Classrooms A B • A second session for employees who took DiSC Personal Profile and want more • Discover different work styles using the DiSC Personal Profile tool • Examine the various communication styles based on personal profiles • Learn how others are likely to react to what you say and do based on both your styles • Learn to modify your communication style to enhance relationships based on DiSC Personal Profile Drive for Results Employees required to focus on the bottom-line and consistently achieve business goals Approval from manager Tues., July 26 • 9 am – 12 pm Mon., August 22 • 1 – 4 pm (Dallas) Tues.,August23 •8:30–11:30am(Dallas) Tues., October 4 • 9 am – 12 pm Wed., December 14 • 9 am – 12 pm WebEx: Thurs., November 17 • 2 – 4 pm Mary Putnam Paul Lambe Location as specified in Ultipro • Setting goals, focusing on priorities and following through to implementation • Using best practices that get things done, e.g., Six Sigma • Gathering and using resources • Achieving results by managing and empowering others and working with your peers • Developing the courage to take risks, the impetus to get moving and the persistence to keep going • Developing the ability to push yourself and others for consistent results • Creating a focus on continuous improvement • Managing stress and celebrating success Effective Communication Skills Employees who want to improve communication skills Approval from manager Wed., September 14 • 1 – 4 pm Paul Lambe Corp. Classrooms A B • Expand your communication skills to increase successful interactions with others • Learn the importance of body language, tone of voice, and usage of words for effective communications • Examine communication barriers Effective Listening Skills Employees who want to improve listening skills Approval from manager Tues., August 9 • 9 am – 12 pm Paul Lambe Corp. Classrooms A B • Understand listening behavior as it relates to effective communications • Discover how to diffuse emotional situations • Learn the communication process of paraphrasing, asking open-ended questions and reflecting emotional feelings Generational Diversity All employees are encouraged to take this course Approval from manager Classroom with Video Conference to Dallas Wed., October 5 • 10am–1pm EST Deb Allen Corp. Classrooms A B Dallas Training Room • Become familiar with the differences in communication styles, attitudes, work styles, and acceptance of change among the four generations in the workplace today • Learn strategies for different feedback styles and cross-generational communication 12 Employee
  • 9. 15 Employee (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Great People, Great Service Customer Experience Management All employees are encouraged to take this course Approval from manager Wed.,August24•8:30–11:30am(Dallas) Wed., November 30 • 9 am – 12 pm Mary Putnam Paul Lambe Dallas Training Room Corp. Classrooms A B • Learn how to deliver service our customers cannot live without • Understand the NLGroup team customer service expectations • Find out how to create a positive versus negative customer experience • Become skilled at hearing the voice of the customer Leading Organizational Change All employees are encouraged to take this course Must be a manager Or Approval from manager Tues., November 15 • 1 – 4 pm Mary Putnam Paul Lambe Classroom by Cafeteria • Understand the dynamics and stages of organizational change • Recognize and manage the emotional consequences of change • Identify and learn to successfully navigate through the stages of change • Examine the characteristics of a change agent • Determine the leader’s role in organizational change Learning to Use Major Social Media Sites All employees Approval from manager Thurs., October 6 • 9 am – 12 pm John Orlando M 1A • This is a hands-on lab that shows you how to use major social media sites • Create a Facebook profile • Create a LinkedIn profile • Learn how to use the privacy settings to control your sites • Explore how you can use social media personally, and corporate guidelines for business use • Maximum 12 participants LOMA Courses Designation Programs Employees interested in career development in the insurance and financial services industry Approval from manager Self Study Program Contact Bonnie Cortese x3273 for details Life Office Management Associates (LOMA) www.lomalearning.org Content areas Include: • Securities Suitability • Annuities • Financial Services Financial Planning • Communication • Legal, Compliance Ethics • Customer Service • Life Health Insurance • Finances Accounting • Operations Administration • Reinsurance • Retirement Planning OnBase Employees who are new to OnBase Basic keyboarding skills Approval from manager Tues., December 13 • 10 – 11:30 am Marie Pratt Training Room M1B • Retrieve documents from OnBase • Send documents to be imaged (not just paper) • Test search options • Contact names Preparing Delivering Effective Presentations (2-session class) Employees who want to improve their presentation skills Approval from manager Session 1: Wed., October 19 • 1 – 4 pm Session 2: Tues., November 1 • 9 am – 12 pm Paul Lambe Corp. Classrooms A B • Develop the major skills of effective presentations • Practice giving a presentation • Study elements of powerful delivery • Learn how to deal with anxiety and a difficult audience • Learn to rapidly organize a presentation Professionalism in the Workplace Employees who want to establish credibility in the workplace Approval from manager Wed., October 5 • 9 am – 12 pm Paul Lambe People Center D • Learn how to establish credibility • Go over meeting manners • Study email and voice mail best practices • Obtain tips for maintaining professionalism Project Management Practicum Employees who want to learn how to manage a project Approval from manager Tues., October 18 • 9 am – 4 pm Jen Mincar Classroom by Cafeteria • Learn how to initiate, plan, execute, monitor/control, and cost out a project • Discover how to deal with multiple concurrent and potentially conflicting projects • Take away a seminar workbook including a process, templates (hard and soft copies), and exercise sample solutions and checklists Proofreading Editing Employees who want to improve their proofreading and editing skills Approval from manager Tues., September 27 • 1 – 4 pm Larry Carbonetti Corp. Classrooms A B • Learn techniques for accurate proofreading and editing • Practice proofreading and editing Resume Writing for the Next Job at NLGroup Employees who want to write a great resume in preparation for their next position at NLGroup Approval from manager Wed., September 21 • 9 am – 12 pm Laurie Herbert People Center Conf. Room D • Learn how to create an eye-catching professional resume • Review format styles and methods for keeping content concise through word usage, presenting skills and accomplishments in the most effective manner Employee (continued) 14
  • 10. 17 Employee (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Stress Management in the Workplace All employees are encouraged to take this course Approval from manager Wed., October 19 • 9 am – 12 pm Dr. Anthony Quintiliani Classroom by Cafeteria • Learn how to recognize the stressors in your life • Look for ways to reduce the amount of stress • Develop a healthy stress management program to relieve stress and reduce its harmful effects Telephone Skills Employees who want to improve their telephone skills Approval from manager Wed., November 9 • 9 am – 12 pm Paul Lambe Corp. Classrooms A B • Discover what customers really want • Learn how to deal with difficult callers • Assess and improve voice quality • Determine ways to improve one’s phone image • Develop listening skills for the phone Time Management Employes are encouraged to take this course Approval from manager Wed., November 9 • 1 – 4 pm Paul Lambe Corp. Classrooms A B • Examine time management as self-management by understanding work styles, identifying work habits, and examining decision making for productive changes • Learn how to effectively organize and plan work responsibilities • Examine organizing and planning skills, as well as time management techniques Writing Effective Emails Employees who want to write more effective emails Approval from manager Tues., August 16 • 1 – 4 pm Larry Carbonetti Corp. Classrooms A B • Examine proper use of emails • Review email etiquette • Learn to use the medium effectively Employee (continued) Technology Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Access 2003: Level 1 Employees who work with tables to create and maintain records, locate records, and produce reports based on information in a database Basic skills and knowledge of Windows applications Approval from manager Mon., August 1 • 9 am - 4 pm Tues., October 4 • 9 am - 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Manage the data in a database • Query the database • Create and modify Access reports • Examine existing table relationships • Design simple forms Access 2003: Level 2 Employees who create new databases, tables, and table relationships; work with and revise intermediate level queries, forms and reports; and integrate Access data with other applications Microsoft Access 2003 Level 1 course or have equivalent knowledge and skills Approval from manager Wed., August 10 • 9 am - 4 pm Fri., October 14 • 9 am - 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Design a simple database • Create a new database with related tables • Control data entry by modifying the design of a table to streamline data entry and maintain data integrity • Find and retrieve desired data by using filters and joins between tables and within a single table Access 2003: Level 3 Employees who work with complex related tables, create advanced queries, forms and reports; write macros and perform general database maintenance Microsoft Access 2003 Level 2 course or have equivalent knowledge and skills Approval from manager Tues., July 12 • 9 am - 4 pm Tues., September 13 • 9 am - 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Improve design of a database by restricting existing sets of data • Use techniques to summarize and present data with queries • Create macros that improve data entry efficiency and integrity • Improve the effectiveness of data entry in forms and displayed in reports • Use utility tools Access 2003: Level 4 Employees with a thorough understanding of advanced user features of the Access program and are interested in learning introductory administrator skill sets Microsoft Access 2003 Level 3 course or have equivalent knowledge and skills Approval from manager Thurs., July 21 • 9 am - 4 pm Fri., September 23 • 9 am - 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Develop a data access page, Pivot Table and Pivot Chart • Import XML data and export Access data • Use VBA to automate a business process • Create and modify a database switchboard and set and modify start-up options • Add security features to a database and distribute it Technology Technology courses may be taken upon request at the Panurgy Learning Center in South Burlington. When there is a request for 5 or more employees to take a course it will then be scheduled on site in Montpelier. The Panurgy course schedule is listed below. Contact Bonnie Cortese at ext. 3273 to make arrangements to attend. Dallas technology course arrangements have not changed. Note: When all employees have received the upgrade to Microsoft Windows 7 and MS Office 2010, technical classes will again be offered on site in Montpelier. 16
  • 11. 19 Technology (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Amazing Macros in Excel 2003 Employees who want to learn more in-depth techniques for creating time-saving Excel macros One year intermediate experience using Excel 2003 Approval from manager Wed., August 24 • 9 am - 4 pm Tues., October 25 • 9 am - 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Open a workbook containing macros • Record and run a macro • Use Microsoft Visual Basic tool bar • Assign and use shortcut keys • Use the Visual Basic Editor window • Assign/delete a macro to a menu • Create, format, use, and delete custom tool bars and buttons Crystal Reports: Level I (2-session class) Employees who need to create reports from various data sources Basic skills/knowledge of Windows applications; familiarity with relational database concepts such as tables, fields, and records and Approval from manager Mon./Tues., August 8 9 9 am - 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Learn to create, modify, save, and review reports • Learn basic formulas • Use the automated features Excel 2003 Essential Shortcuts Employees who want to take advantage of Microsoft Excel shortcut capabilities and timesaving tools One year intermediate experience using Excel 2003 Approval from manager Thurs., July 14 • 9 am – 4 pm Tues., September 20 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Organize and create standard and custom data tables using shortcuts • Identify applicable shortcuts to optimize data • Execute shortcuts to edit, merge, apply and create spreadsheets • Use Excel shortcuts to expand, create and modify data features Excel 2003: Level I Employees who want to create, format, edit and print basic Microsoft Excel 2003 spreadsheets Basic skills and knowledge of Windows applications Approval from manager Fri., July 8 • 9 am – 4 pm Wed., August 3 • 9 am – 4 pm Thurs., September 8 • 9 am – 4 pm Mon., October 3 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Create a basic worksheet • Perform calculations • Develop a workbook • Customize the layout of the Excel window • Modify a worksheet • Print the contents of a workbook Excel 2003: Level 2 Employees who want to create templates, sort and filter data, import/export data, analyze data, and work with Excel on the Web Excel 2003 Level 1 courses or have equivalent knowledge and skills Approval from manager Tues., July 19 • 9 am – 4 pm Fri., August 12 • 9 am – 4 pm Mon., September 26 • 9 am – 4 pm Mon., October 10 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Create and apply templates • Work with graphic objects • Sort and filter data • Create and modify charts • Calculate with advanced formulas • Use Excel with the Web Excel 2003: Level 3 Employees who want to create macros, collaborate with others, audit and analyze worksheet data, create pivot tables and charts, and incorporate multiple data sources Excel 2003 Level 2 course or have equivalent knowledge and skills Approval from manager Mon., August 29 • 9 am – 4 pm Mon., October 17 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Customize workbooks • Audit worksheets • Work with multiple workbooks • Structure workbooks with XML • Collaborate with others using workbooks • Analyze data • Import and export data Excel 2003: Power User Employees who want to learn more in-depth techniques and shared features of Excel Advanced user of Excel 2003 Approval from manager Wed., August 17 • 9 am – 4 pm Mon., October 24 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Use advanced formulas, functions and arrays • Create advanced graphics • Analyze and share information • Perform advanced customization, editing and formatting Outlook 2003: Level 1 Employees who want to learn how to use Outlook 2003 to compose and send email, schedule appointments and meeting, manage contact information and tasks, and use notes Basic skills and knowledge of Windows applications Approval from manager Thurs., July 7 • 9 am – 4 pm Thurs., September 8 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Identify components of the Outlook environment and compose/respond to simple messages • Use folders to manage mail • Schedule meetings and appointments • Create and edit tasks and notes • Manage contacts and contact information Technology (continued) 18
  • 12. 20 21 Technology (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Outlook 2003: Level 2 Employees who want to customize their Outlook environment, calendar, and mail messages to meet their specific need and who also want to track, share, assign, and quickly locate various Outlook items Outlook 2003 Level I course or have equivalent knowledge and skills Basic knowledge of Web browser and email Approval from manager Tues., August 9 • 9 am – 4 pm Wed., October 5 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Track work activities using the Outlook Journal • Customize the calendar by setting various calendar options • Modify message options • Make folder information available to other Outlook users • Assign and track tasks • Customize the Outlook environment • Sort, find and color-code items in the mailbox and calendar Outlook 2003: Level 3 Employees with an intermediate understanding of Outlook who need to use Outlook to communicate using Instant Messaging, personalize and organize their mail, organize Outlook items, share and link contacts, create forms, and work offline and remotely Outlook 2003 Level 2 or have equivalent knowledge and skills Basic knowledge of Web browser and email Approval from manager Fri., August 26 • 9 am – 4 pm Wed., October 12 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Communicate using MSN Messenger • Personalize your mail by using stationery and signatures • Organize Outlook items by grouping, creating Search Folders, setting rules, and applying conditional formatting • Use contacts to share, link, and communicate information • Save and archive mail • Create a custom form • Set up your computer for offline and remote use PowerPoint 2003: Level I Employees who are interested in learning the fundamentals needed to create and modify basic Microsoft PowerPoint presentations Basic skills and knowledge of Windows applications Approval from manager Thurs., July 14 • 9 am – 4 pm Thurs., September 15 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Manipulate an existing PowerPoint presentation • Create a presentation • Add tables to a presentation • Modify objects on slides • Prepare to deliver a presentation • Format text slides • Chart data in a presentation • Add images to a presentation PowerPoint 2003: Level 2 Employees who want to work with design templates, organizational charts, special effects, Web presentations, collaboration functionality, and advanced presentation delivery PowerPoint Level 1 or have equivalent knowledge and skills and Approval from manager Wed., August 10 • 9 am – 4 pm Tues., October 18 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Create a design, template, organization charts and diagrams • Add special effects to slides • Create a Web-based MSOffice PowerPoint 2003 presentation • Use an MSOffice PowerPoint 2003 presentation for collaborative workgroup review • Use functionality to deliver live, self-service and online presentations SQL Fundamentals Employees who want to use SQL to query a database Basic computer, familiarity with concepts related to database structure/ terminology and Approval from manager Thurs., August 4 • 9 am – 4 pm Thurs., October 6 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Connect to an SQL server database and execute a simple query including a search condition • Use various functions based on the data types to perform calculations on data • Organize the data obtained from the query before it is displayed on the screen • Retrieve data from tables, format the output, save the result, and generate a report Visio Employees who want to use Visio to create advanced diagrams Basic skills and knowledge of Windows applications and Approval from manager Tues., July 12 • 9 am – 4 pm Mon., September 12 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Identify various types of drawings which can be created using Visio • Drag shapes from Visio stencils and resize, rotate, align, and transform them • Increase productivity with smart features, such as numbering shapes automatically, duplicating shapes quickly, grouping, and aligning • Create a flowchart, a cross-functional flowchart, and create organization chart Windows SharePoint Services (2-session class) Employees who access information on a Windows SharePoint team site or SharePoint site owners who are responsible for creating and managing a team website Experience as a power user in any application in the MS Office suite Experience with an Internet browser product Experience with information management is also useful and Approval from manager Tues./Wed., August 30 31 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Examine collaboration technology and Windows SharePoint Services 3.0 team sites • Work with lists and libraries • Communicate with team members • Work remotely with SharePoint content • Customize your SharePoint environment • Create a team site • Perform basic site administration Technology (continued)
  • 13. 22 23 Technology (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Word 2003: Level 1 Employees who need to learn Word 2003 to create, edit, format, and print business documents complete with tables and graphics Basic skills and knowledge of Windows applications Approval from manager Thurs., July 7 • 9 am – 4 pm Tues., September 6 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Create a basic document • Format text and paragraphs • Add tables and graphic elements to a document • Control a document page setup and its overall appearance • Edit documents by locating and modifying text • Use Word tools to make documents more accurate Word 2003: Level 2 Employees who need to learn how to create and modify complex business documents as well as use customized Word efficient tools Microsoft Word 2003 Level 1 or have equivalent knowledge and skills Approval from manager Wed., July 20 • 9 am – 4 pm Mon., September 19 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Manage data in lists • Customize formatting • Create customized graphic elements • Perform mail merge • Customize tables and charts • Work with custom styles • Control text flow • Automate common tasks and document creation Word 2003: Level 3 Employees who need to learn how to use the more advanced features of Word 2003 to create, manage, revise, and distribute long documents, forms, and Web pages Word 2003 Level 1 and 2 courses or have equivalent knowledge and skills Basic knowledge of Web browser and email Approval from manager Tues., August 16 • 9 am – 4 pm Mon., October 17 • 9 am – 4 pm Panurgy Instructor Panurgy Training Center Contact Bonnie Cortese, ext. 3273 to make arrangements to attend class • Use Word with other programs • Make long documents easier to use • Use XML in Word • Add reference marks and notes to a document • Collaborate on documents • Create Web pages and forms • Secure documents and document information Technology (continued) eLearning Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Business Acumen Employees who would like a better understanding of how our business works Approval from manager WebEx: Thurs., November 3 • 9:30 – 11:30 am Mary Putnam Paul Lambe https://nationallife.webex.com • Acquire a more in-depth understanding of how our business works • Learn how to become more knowledgeable about various issues that can impact our business such as policies, trends, technology, and the competition • Learn how to access different resources to develop a broader perspective of the business Coaching Feedback All managers with direct reports are required to take this course Must be a manager Or Approval from manager WebEx Tues., December 13 • 2 – 4 pm (EST) Mary Putnam Paul Lambe https://nationallife.webex.com • Review NLGroup’s coaching model • Prepare for a real coaching situation • Become familiar with tools designed to help managers collaboratively work with direct reports to improve performance • Learn how to deliver effective feedback • Become skilled at modifying coaching strategy to fit a specific situation Core Competency Building for Employees All employees are encouraged to take this course Approval from manager WebEx: Wed., October 5 • 10 am – 12 pm Mary Putnam Paul Lambe https://nationallife.webex.com • Gain an understanding of core competencies and how to apply them to understand the behaviors expected of NLGroup employees • Gain an understanding of individual strengths and development needs • Create an action plan to address individual developmental needs Developing Others All managers with direct reports are required to take this course Must be a manager Or Approval from manager WebEx Wed., November 2 10:30 am – 12:30 pm Mary Putnam Paul Lambe https://nationallife.webex.com • Understand the manager’s role in the employee developmental process • Identify methods and opportunities for developing employee performance • Generate ideas for development in place activities • Create development plans for direct reports eLearning
  • 14. 2524 eLearning (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Drive for Results Employees required to focus on the bottom-line and consistently achieve business goals Approval from manager WebEx: Thurs., November 17 • 2 – 4 pm Mary Putnam Paul Lambe https://nationallife.webex.com • Setting goals, focusing on priorities and following through to implementation • Using best practices that get things done, e.g., Six Sigma • Gathering and using resources • Achieving results by managing and empowering others and working with your peers • Developing the courage to take risks, the impetus to get moving and the persistence to keep going • Developing the ability to push yourself and others for consistent results • Creating a focus on continuous improvement • Managing stress and celebrating success Ethical Standards and Code of Conduct All new employees are required to take this course None To be completed during first week of employment, scheduled during Orientation. Contact Bonnie Cortese, ext. 3273 • Become familiar with appropriate and ethical business practices • Examine NLGroup’s core ethical values • Become aware of individual legal obligations as an employee of NLGroup Ethical Standards Code of Conduct Refresher All employees hired prior to January 2010 are required to take this course None To be completed by July 31, 2011 Contact Bonnie Cortese, ext. 3273 • Become familiar with appropriate and ethical business practices • Examine NLGroup’s core ethical values • Become aware of individual legal obligations as an employee of NLGroup Generational Diversity in the Workplace All employees are encouraged to take this course Approval from manager Video Conference Wed., October 5 • 10 am – 1 pm (EST) Deb Allen Video Conference to Dallas • Become familiar with the differences in communication styles, attitudes, work styles, and acceptance of change among the 4 generations in the workplace today • Learn strategies for different feedback styles and cross-generational communication Goal Setting All managers with direct reports are required to take this course Must be a manager Or Approval from manager WebEx Wed., October 26 • 2 – 4 pm (EST) Bennett Law https://nationallife.webex.com • Review NLGroup’s goal setting process and the importance of goal alignment and cascading goals • Identify the key business drivers and how to create goals for oneself and others using the SMART method Harassment in the Workplace All new employees are required to take this course None To be completed during first week of employment, scheduled during Orientation Contact Bonnie Cortese, ext. 3273 • Become familiar with NLGroup’s anti harassment policy • Examine possible responses to typical events • Participate in interactive skill-building tests Information Security Awareness All new employees are required to take this course None To be completed during first week of employment, scheduled during Orientation Contact Bonnie Cortese, ext. 3273 • Define information security • Examine real-world security issues (e.g., identity theft, fraud) • Learn how to ensure computer security at work and at home Leadership Core Competencies Self Development All managers are encouraged to take this course Must be a manager WebEx: Thurs., November 10 • 10 am – 2 pm Mary Putnam https://nationallife.webex.com • Gain an understanding of leadership characteristics and apply them to NLGroup’s expectations of leaders • Understand the behaviors associated with NLGroup’s key leadership competencies • Gain an understanding of individual strengths and developmental needs • Create an action plan to address individual development needs LOMA 281: Meeting Customer Needs with Insurance Annuities All employees who desire to better understand NLGroup’s business Approval from manager As scheduled by participant Contact Bonnie Cortese, x3273, for details Life Office Management Associates (LOMA) eLearning via https://www.lomalearn.org • Become familiar with the principles of insurance • Learn the process of becoming insured • Understand policy owners’ contractual rights • Learn the various features of individual and group life insurance, health insurance, and annuity products • All LOMA courses are 100% prepaid by the company LOMA 291: Improving the Bottom Line: Insurance Company Operations All employees who desire to better understand NLGroup’s business Approval from manager As scheduled by participant Contact Bonnie Cortese, x3273, for details Life Office Management Associates (LOMA) eLearning via https://www.lomalearn.org • Learn about the operations, functions, and product development basics unique to the insurance industry • Review how a company’s success depends on its operation efficiency and effectiveness • Determine how your role contributes to the company’s financial success • All LOMA courses are 100% prepaid by the company Motivating Others All managers with direct reports are required to take this course Must be a manager Or Approval from manager WebEx Tues., November 8 • 2 – 4 pm (EST) Mary Putnam Paul Lambe https://nationallife.webex.com • Address the three key motivators that employees nationwide have identified as most important • Learn how to create on-the-job opportunities to motivate employees • Differentiate recognition from compensation and identify low-cost/no-cost rewards eLearning (continued)
  • 15. 27 Caring for the Caregiver All employees None Mon., July 18 • 12:30 – 1:30 pm EST Dr. Bill Nash Corp Classrooms A B with video conference to Dallas 8th Floor Boardroom • Identify the warning signs of caregiver stress and burnout • Learn self-care techniques that will enable you to maintain your wellness as a caregiver • Become aware of resources for information and support Dallas Wellness Programs All employees None On-going Dallas • Offers various learning opportunities • Sponsors fun activities and events How to Achieve Good Emotional Health All employees None Wed.,November16•12:30–1:30pm EST Dr. Bill Nash Corp Classrooms A B with video conference to Dallas 8th Floor Boardroom • Learn what constitutes good emotional health • Increase self-awareness • Identify strategies to manage your emotions • Understand ways to enhance your motivation • Develop and strengthen empathy and social skills How to Develop Healthy Habits in Your Child(ren) All employees None Mon., August 15 • 12:30 – 1:30 pm EST Dr. Bill Nash Corp Classrooms A B with video conference to Dallas 8th Floor Boardroom • Learn about the problem of childhood obesity and how to prevent or reverse the problem in your family • Become aware of good nutrition habits to start at home • Learn ways to increase your child’s activity level • Increase awareness about how to be a good role model Managing Garden  Pests Organically All employees None Wed., July 27 • 12–1pm Karen Johnston Corp Classrooms A B • Identify and manage weeds • Identify and manage pests • Discuss the benefits of integrated pest management (IPM) from economic and environmental standpoints • Manage your garden without pesticides, using organic IPM practices Parenting On Track Program® All employees None 6 week program Tuesdays from 6:30 – 8:30 pm September 13, 20 27 October 4, 11 18 Vicki Hoefle Corp Classrooms A B • Develop a proactive parenting approach based on building confidence, self-reliance, and independence • Use a diagnostic framework to assess where your family is today and use tools to move intentionally toward your vision for the future • Learn to eliminate “useless” behaviors such as whining and power struggles • Show children that they are capable and important members of the family • $50 per parental unit, scholarships available • Baby sitting available Personal Resiliency in Times of Change All employees None Wed., December14 •12:30–1:30 pmEST Dr. Bill Nash Corp Classrooms A B with video conference to Dallas 8th Floor Boardroom • Know the definition and characteristics of a resilient person • Be aware of your own skills and strengths • Keep your sights on the “Big Picture” • Develop personal resilience for moving through change Presenting Your Best Professional Image All employees None Mon., October 17 • 12:30 – 1:30 pm EST Dr. Bill Nash Corp Classrooms A B with video conference to Dallas 8th Floor Boardroom • Learn strategies for projecting a confident, professional image in the workplace • Assess the impact of your nonverbal communication on your workplace image • Clarify appropriate workplace attire Single Parenting All employees None Wed.,September14•12:30–1:30pmEST Dr. Bill Nash Classroom by Cafeteria with video conference to Dallas 8th Floor Boardroom • Aspects of single parenting • Learn how to manage time more effectively • Discover how to stretch your dollars • Develop co-parenting skills • Learn how to utilize team work and positive discipline strategies • Explore dating issues • Develop healthy self-care habits Wellness / LIFE Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Wellness / LIFE 26
  • 16. 29 Wellness / LIFE (continued) 28 Financial Literacy Lunch Learn Workshops Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline 6 Steps to Financial Success All employees None Tues., August 30 • 12:30 – 1:30 pm EST Meredith Augustoni Eddie Rousse* Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom Financial success is a process that doesn’t happen overnight. It takes years to reach a point in your life where you can sit back, relax, and enjoy the fruits of your labor. If you want that to happen sooner than later, you must start now. This presentation explains 6 steps to financial success. College Planning – The New Math All employees None Tues., October 25 • 12:30 – 1:30 pm EST Scott Hinman College Planning Associates Corporate Classroom by Cafeteria with video conference to Dallas 8th Floor Boardroom This program outlines an educational approach to college planning. This presentation will help participants understand the funding options for college, and how the rules apply to their own unique circumstances. Seeking a Tax-Free Retirement All employees None Tues., December 13 12:30 – 1:30 pm EST Meredith Augustoni Eddie Rousse* Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom • Review strategies for keeping more of what you earn • Examine if you are taking full advantage of your employer’s retirement plan • Learn about different sources of retirement income and their consequences • Find out if you are losing tax dollars unnecessarily • Determine if you make too much money to contribute to a Roth IRA The Blueprint for Financial Success All employees None Tues., July 26 • 12:30 – 1:30 pm EST Meredith Augustoni Eddie Rousse* Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom Saving and protecting your money is a key element of financial success. Learn some basic steps about the different options that can be instrumental in developing the “blueprint” for your financial “house.” Understanding Your Credit Score All employees None Tues., September 27 12:30 – 1:30 pm EST Mark Chaffee Innovative Wellness Classroom by Cafeteria with video conference to Dallas 8th Floor Boardroom Your credit score is one of the most important numbers in your financial picture. Everything from your mortgage rates and costs, your ability to find a decent rental property, and even your insurance costs and employment opportunities can be effected by your credit score. Learn how credit scoring works and, most importantly, how to maximize your individual score. Course comes with a complimentary single bureau credit report including your Fico credit score (pre-registration required.) Understanding Your Tax Responsibilities All employees None Tues., November 29 12:30 – 1:30 pm EST Instructor TBD Innovative Wellness Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom This presentation outlines the issues related to understanding proper record keeping, deductions, common mistakes, audit risks, and how and when to get help. It also reviews steps to take to ensure you find the right individual or company to assist you with your needs. Financial Literacy Lunch Learn Workshops Setting the Stage for Career Success: “This was information with a heart...great course for February. The information was very helpful to me and steps I need to make in my personal and professional self were confirmed. Thank you again to the instructor.” *Meredith Augustoni and Eddie Rousse are Registered Representatives of, and securities are offered solely by Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05401. (800) 344-7437.
  • 17. 30 31 “How We Make Money” Lunch Learn Series National Life Group Building Tours, History Green Initiative Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline National Life Group’s “Green” Initiative All employees None Wed., September 28 • 12 – 1 pm Tim Shea People Center Conference Room D • Learn how NLGroup is conserving energy, water, and other natural resources; reducing waste generation; recycling and purchasing recycled products; and reducing use of toxic products • Take a tour to the top of the building to see the solar panels NLGroup Montpelier Building Tour Company History All employees None Tues., October 11 • 12 – 1 pm Brian Lindner Meet at Classroom by Cafeteria • Learn about the history and culture of NLGroup as you explore our 7th HQ with “historian in residence” Brian Lindner. Discover the identity of National Life Group’s real-life model for Indiana Jones • Uncover the location of a tiny elevator that carried millions of dollars to a structure designed to survive a nuclear blast! • Gain a deeper appreciation for our company’s story, its abiding values and the dynamic changes which have occurred during our 162 years Social Media Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Demystify Social Media All employees None Tues., September 6 • 12:30 - 1:30 pm John Orlando Corp Classrooms A B • This class introduces you to social media such as Facebook, Twitter, LinkedIn and blogs • Learn how social media has revolutionized politics, marketing, communication, and sales • Discover how people are using social media, and what systems you could be using to enhance your work National Life Group Building Tours, History Green Initiative “How We Make Money” Lunch Learn Series Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline How National Life Group Makes Money All employees None Fri., June 10 • 12:30 – 1:30 pm EST David Sanguinetti Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom • Learn where NLGroup’s earnings come from • Discover how much of our earnings comes from our sales • Gain an understanding of capital and why it is important How We Sell Our Products All employees None Fri., June 24 • 12:30 – 1:30 pm EST Sam Barton Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom • Learn how we sell our products through various distribution channels • Gain an understanding of our targeted markets • Acquire knowledge about our distribution channels The Promises We Sell All employees None Fri., July 22 • 12:30 – 1:30 pm EST Lyndon Clark Classroom by Cafeteria with video conference to Dallas 8th Floor Boardroom • Gain a perspective of what our business is all about and how it has kept our company stable for 162 years What is a Broker/Dealer Firm? All employees None Fri., August 5 • 12:30 – 1:30 pm EST Heather Lyon Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom • Learn more about Equity Services, NLGroup’s Broker/Dealer • Learn what a Broker/Dealer does • Gain an overview of what types of business ESI processes and the services offered • Become knowledgeable on how ESI supports the agents in the field What is Sentinel/ National Accounts? All employees None Fri., August 12 • 12:30 – 1:30 pm EST Kim Hough Jerrod DeShaw Corporate Classrooms AB with video conference to Dallas 8th Floor Boardroom • Learn more about Sentinel and what they do • Gain an overview of what types of business Sentinel processes • Learn what services Sentinel offers
  • 18. 33 Business Continuity Planning Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Business Continuity Plan Review Approval BCP Managers Orientation to the CBCM Program BCP TBA TBA • Learn how to use Plan Approver functionality in LDRPS to record your review and approval of business continuity plans for the BCP Groups in your assigned business area (Requirement for all BCP Managers) • Understand the criteria for determining if a plan is accurate, complete and actionable, i.e. likely to result in successful recovery and continuity of critical business processes during an actual event Emergency Operations and CBCM Program Policies Procedures New Hire Orientation (Montpelier Campus) New Hire Employees (Exempt Non-Exempt) Interns New Hire Vendor Partners Completed onboarding process and People Center New Hire Orientation First Thursday of every month 9 – 10 am Instructor TBD Corp. Classrooms A B M2D • Overview of Montpelier campus emergency operations procedures related to personal safety, evacuation, emergency transportation, business interruption event declarations, and event management. Includes receipt of a Personal Event Response Kit and confirmation of all emergency operations and business continuity roles and responsibilities Guest House Disaster Recovery (DR) Technology Review Members of the Guest House Recovery Team BCP or Operating Area Manager Approval TBA CBCM NLIT Staff Guest House • Learn how to use the computers, telephony, and other technology available for use of the Guest House as an alternate site during short–term interruption events NōtiFind Training for Sub-Administrators Managers licensed to use NōtiFind for emergency communication Licensed NōtiFind Sub-Administrators By app’t., on an individual basis Instructor TBD BCP Lab – 1st floor • Review how to use NōtiFind, our automated notification tool, to send messages to the entire company and specific personnel groups. (Requirement for all NōtiFind Sub-Administrators • Practice logging on to NōtiFind, creating a voice and written message, sending a message, and tracking responses LDRPS Modules 1 2 IntroductiontoLDRPS 10BasicPlanElements (LDRPS-M1) BCP Liaisons Orientation to the CBCM Program BCP Mon., June 20 • 1 – 3 pm Thurs., June 30 • 9 – 11 am Wed., Sept. 21 • 1 – 3 pm Thurs., Sept. 29 • 9 – 11 am Wed., Nov. 30 • 1 – 3 pm Thurs., Dec. 8 • 1 – 3 pm Instructor TBD Training Room M1B • Become acquainted with LDRPS (Living Disaster Recovery Planning System), and discover how it is used to document and maintain plans enterprise-wide • Practice how to log-in to LDRPS, use the Plan Navigator, identify the members of your BCP Group, and write a plan overview How to Define Manage Business Processes (LDRPS-M2) LDRPS-M1 • Explore how business processes should be defined in LDRPS and their role as the basic building blocks for all other plan content • Learn how to prioritize and apply a criticality rating to each business process and why doing so facilitates planning and disaster recovery LDRPS Modules 3A 3B How to Define Maintain Business Requirements (LDRPS-M3A) BCP Liaisons LDRPS-M1 LDRPS-M2 Wed., June 22 • 9 – 11 am Wed., July 6 • 1 – 3 pm Fri., Sept. 23 • 9 – 11 am Mon., Oct. 3 • 1 – 3 pm Fri., Dec. 2 • 9 – 11 am Mon., Dec. 12 • 1 – 3 pm CBCM Staff Training Room M1B • Learn how to identify and document the software and applications that are most critical to the business processes for your business area • Practice updating application requirements to keep them current over time LDRPS-M1 LDRPS-M2 LDRPS-M3A How to Define Maintain Applications (LDRPS-M3B) • Learn how to identify and describe what is required by your business area during a business interruption event Business Continuity Planning 32 Generational Diversity: “I thought the class was both excellent and very interesting. I told my manager about the class and told her I thought all her staff should attend this one!!”
  • 19. 3534 Business Continuity Planning (continued) Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline LDRPS Modules 4 5 Business Continuity Planning (continued) Additional sessions may be scheduled if necessary to meet the training requirements for the various BCP and DR Teams that comprise the CBCM initiative. E–mail notifications will be sent as scheduling is finalized. Sign–up for all courses is through Ultipro. How to Write the Business Continuity Action Plan Document Business Process Procedures (LDRPS-M4) BCP Liaisons LDRPS-M1 LDRPS-M2 LDRPS-M3A LDRPS-M3B Tues., June 28 • 1 – 3 pm Wed., July 6 9 – 11 am Tues., Sept. 27 • 1 – 3 pm Wed., Oct. 5 9 – 11 am Tues., Dec. 6 • 1 – 3 pm Wed., Dec. 14 • 9 – 11 am CBCM Staff Training Room M1B • Learn how to write step-by-step action plans for three scenarios of varying scope and duration • Discover how to incorporate business process procedures and reference documents into your plan LDRPS-M1 LDRPS-M2 LDRPS-M3A LDRPS-M3B LDRPS-M4 How to Publish Plans Manage Documents (LDRPS-M5) • Review confidentiality issues related to the publication and distribution of plan content • Learn how to print all or sections of the plan and submit documents to refine and enhance your plan NōtiFind Training for Sub-Administrators NōtiFind Sub-Administrators Licensed by CBCM as a NōtiFind Sub- Administrator To be scheduled on an individual basis * CBCM Staff BCP Lab • Review how to use NōtiFind, our automated notification tool, to send messages to the entirecompanyandspecificpersonnelgroups.(RequirementforNōtiFindSub-Administrators) • Practice logging on to NōtiFind, creating a voice and written message, sending a message, and tracking responses Outlook: “Everything we discussed was what I needed to know.” Simple Steps to a Healthy Diet: “Great class with good information.” Writing for Clarity: “The instructor is very energetic and gets input from the students easily. There were four of us and so the interaction was one on one. He is very good. This was a very good use of my time.” Goal Setting: “The instructor did an outstanding job and the personal experience he brought to the course was invaluable.”
  • 20. 37 Other Programs Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Audio CDs - Your Listening Library All employees None 24/7 www.TRLonline.com • Library of 900+ best-selling audio books on CD regarding business topics and personal development • Access the TRW library online to order - On Home Page, click View the Catalog link - Enter NLGroup company number 8712 - Browse/search and select CD titles Emerging Women Leaders Women leaders with the basic skills of leadership who wish to develop stronger leadership skills and confidence Woman manager or supervisor/team lead and Approval of manager 6 Wednesdays 4 - 5 pm October 5, 12, 19, 26 November 2, 9 Mary Putnam People Center Conf. Room D (Limit 10) • Explore your hidden, dormant or under-utilized “strengths” • Determine how to leverage these strengths in your leadership role • Discover your top five signature themes using the Strengths Finder Profile • Utilize the accompanying book to guide conversations and stimulate development LIMRA InfoCenter All employees None 24/7 Infocenter@limra.com www.limra.com/research/infocenters.aspx (860) 285–7767 Contact the LIMRA Info Center when: • You need to find, update, or verify industry statistics • You need LIMRA Online assistance • You need current information on particular markets, products, or distribution systems • You want to talk your project over with someone Parenting On Track Program® All employees None 6 week program Tuesdays from 6:30 - 8:30 pm September 13, 20 27 October 4, 11 18 Vicki Hoefle Corp. Classrooms A B • Develop a proactive parenting approach based on building confidence, self-reliance, and independence • Use a diagnostic framework to assess where your family is today and use tools to move intentionally toward your vision for the future • Learn to eliminate “useless” behaviors such as whining and power struggles, to showing children that they are capable and important members of the family • $50 per parental unit, scholarships available • Baby sitting available Toastmasters Club Employees who wish to become more competent and comfortable in front of an audience None 1st and 3rd Wednesdays of each month (No registration required) 12 - 1 pm Group Program People Center Conf. Room D • Practice and hone presentation and leadership skills with a supportive group • Ten-step program grows professionalism and confidence... over lunch! • $25 new member fee and $27 dues every six months may be covered by your department... ask your manager Tuition Reimbursement Employees who wish to improve skills in their present position and to prepare for positions of greater responsibility None N/A N/A • Available for college-level classes which are job or business related • Graduate/undergraduate courses offered by an accredited college, university or school • Reimburses 2/3 of eligible tuition expenses up to maximum of $5,250 per calendar year for job-related courses • Reimburses 100% of eligible expenses for job-required courses • All LOMA courses are prepaid 100% by the company • For details, refer to the Tuition Reimbursement Policy available on the employee portal Other Programs Excel Level III: “Great teacher I would love to attend more of his classes. So glad I took this class!” 36
  • 21. 38 39 NECI Summer Series Course Title Audience Prerequisites Date / Time of Class Instructor Location Course Outline Excursions to Spain Mexico The Mario Experience - Culinary/ Conversational Spanish with Chef Mario (4 week evening program) All Employees None TBD Mario Martinez NECI Kitchens • Highly interactive 4-session class • Participate in culinary/conversational Spanish • Cost to be determined • Minimum 6 / Maximum 20 participants Tapas Demonstration Tasting All Employees None TBD Mario Martinez NECI Kitchens • Create small plates for those summer events with friends and family • Cost of participation to be determined • Minimum 6 / Maximum 20 participants Paella Demonstration Tasting All Employees None TBD Mario Martinez NECI Kitchens • Learn how to make the ultimate Spanish comfort food • Cost of participation to be determined • Minimum 6 / Maximum 20 participants Flavors of Mexico Demonstrations Tasting All Employees None TBD Mario Martinez NECI Kitchens • Discover there’s more to Mexican food that tacos and chimichangas • Cost of participation to be determined • Minimum 6 / Maximum 20 participants Garden to Table Series The Kitchen Garden All Employees None TBD NECI Chefs NECI Kitchens • Tips on planning and planting for the table • Planning menus around harvest time • Participants will leave with a planted herb • Cost of participation to be determined • Minimum 6 / Maximum 20 participants Nutrition for a Healthy Life Lecture Demonstration All Employees None TBD NECI Chefs NECI Kitchens • Review the food pyramid • Discover alternatives to salt, sugar and fat • Discuss counting calories • Cost of participation to be determined • Minimum 6 / Maximum 25 participants
  • 22. National Life Insurance Company Home Office: One National Life Drive, Montpelier, Vermont 05604 • Telephone: 800-277-9929 • www.nationallife.com LSW Home Office: 15455 Dallas Parkway, 8th Floor, Addison, TX 75001 • Telephone: 800-579-2878 • www.lifeofsouthwest.com National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Dallas, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Member FINRA/SIPC, One National Life Drive, Montpelier, VT. (800) 344-7437. Sentinel Investments® is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc., and Sentinel Administrative Services, Inc.