Occidental College-September 17, 2005

Baby Boomer Conference Program Details
Program and Speakers Subject to Change.

Morning Sessions

8:15 – 9:00 a.m. Registration, Networking and Continental Breakfast

9:00 – 10:00 a.m. Keynote Speaker
                                 How To Make Decisions About Your Life
                                 Richard Bolles, Author – What Color Is Your Parachute?

Synopsis:
"How to Make Decisions about Your Life". College taught us many things, but not necessarily how to choose where we want to go, next, or ultimately, with our lives. Fortunately, in little-known research, brain experts have found out how the brain works when making decisions, and what are the three practical principles each of us can do to facilitate our making better decisions. Mr. Bolles will explain these three principles, and illustrate them with practical examples. Call this a brief one-hour seminar in Life 201.

Richard Bolles Bio:
Richard Nelson Bolles is known the world over as the author of the best-selling job-hunting book in the world, "What Color Is Your Parachute?” (Revised annually, 8 million copies in print, in 12 languages). It was Business Week's #1 bestseller (in business paperbacks) just last January. He is known far and wide for his speaking skills. He lectures in the dark, with black light. He has been keynoter at hundreds of career conferences over the years. He has been acknowledged as " America 's top career expert" by Modern Maturity Magazine, "the one responsible for the renaissance of the career counseling profession in the United States over the past decade" by Money Magazine, and "the most widely read and influential leader in the whole career planning field" by the U.S. Law Placement Assn. The Library of Congress (Center for the Book) has chosen his book as one of 25 books down through history that have shaped people's lives. He majored in chemical engineering at M.I.T., and holds a B.A. in physics (cum laude) from Harvard, as well as a Master's degree in theology from General (Episcopal) Seminary.

10:00 - 10:30 a.m. Opening Remarks: Get Ready For Help, Inspiration
                            and Fun
                            Event Chair and Presenter: Richard Katz, UCLA'68.
                            President, Human Resource Marketing Services, Inc.

Synopsis:
30-Year HR veteran Richard Katz will provide an overview of the day's events and present a look into the future of the labor market and its impact on the Baby Boomer.

Richard Katz Bio:
Following a successful corporate career as Director of Human Resources for Bullock's Department Stores, and management consultant with Ernst & Young, Mr. Katz founded Human Resource Marketing Services, Inc. Under his leadership, HRMS created many innovative, technology-driven employment services. In the late 80's, HRMS created the first half-hour, regularly scheduled employment TV program, Meet Your Next Employer. In 1993, HRMS launched its government services division, designing and managing job training and placement programs. In 2000, HRMS created Dot.com Job Search , an online and classroom course on Internet job searching. More recently, HRMS launched, www.seasonedpro.com, a new service dedicated to making a positive difference in the lives of educated, professional Baby Boomer alumni facing mid-life career transition challenges. Mr. Katz holds a B.S. in Business Administration from UCLA and an M.A. in Industrial Relations from the University of Minnesota.

10:30 – 11:00 a.m. Coffee Break
11:00 – 11:45 a.m. Mid-Life Career Change Success Stories: Panelists
                            Tell Their Story
                            Moderator: Susan Dearing
Synopsis:
                            Several Baby Boomers will discuss their transition
                            career successes. Audience members will relate to
                            the panelists stories as they describe how they
                            navigated their transitions, including approaches,
                            strategies and techniques

Success Panelist


Susan Dearing Bio:
Susan joined UCLA Anderson in July 2004, assuming the new position of Associate Director, EMBA and Alumni Career Services. In her role, she is creating a range of new career services and resources for both the Executive MBA students and UCLA Anderson Alumni, and is part of the Parker Career Management Center counseling staff. Prior to joining UCLA Anderson, Susan was a consultant for 14 years in the Los Angeles office of Drake Beam Morin, an international executive outplacement firm, where she worked extensively with individual executives in career transition from Fortune 500 companies. Susan began her career as a student dean at Pomona College, where she worked in Career Planning and Placement and was Director of the Student Business Internship Program. Additional positions include work at Twentieth Century Fox Film Corp. as Manager of Training and Development, and Glendale Federal Bank, where she created and implemented a company-wide career development program.

Susan received her Master of Arts Degree in Higher Education Administration from Claremont Graduate School in Claremont, CA, and graduated with a Bachelor of Arts Degree in English from Occidental College in Los Angeles, CA.

Success Panelist

Success Panelist

Jeff Shulkin Bio:
Jeff enjoyed a 25-year Health Care career as a Human Geneticist, attaining senior-level leadership positions in Clinical Laboratory Medicine and Clinical Genetics operations. Following a career in a corporate Health Care environment and university-level teaching settings, Jeff chose an entrepreneurial direction, leveraging select professional experiences, skills, and passions. Jeff is the founder and Principal of Morph Design, Inc., a Health Care/Life Sciences Laboratory Planning and Design consulting practice.

Success Panelist

Jim Bowen Bio:
Mr. Bowen has over 25 years of management experience in various sales and general management positions within the airline and communication industries. His last corporate position was as General Manager of 13 western states for a large communication company. Mr. Bowen was replaced in that position in 2000 when his company was bought out by another firm. He currently operates a successful internet company with his wife, Debbie.

Debbie Bowen Bio:
Debbie Bowen has an extensive sales and marketing background beginning in the construction industry in 1978 where she held several direct sales and management positions. Ms. Bowen left the construction industry and joined MCI Communications in 1993. She spent 9 years with MCI where she attained the position of Director of Sales over the companies Wholesale Division, successfully managing a staff of 96. She left MCI in November of 2001 to pursue other opportunities with her husband, Jim. They currently own and operate an internet company in Southern California.

11:45– 1:15 PM Buffet Lunch

Afternoon Breakout Sessions

You will have an opportunity to attend two sessions covering the topics below.

1:15 - 2:15 p.m.     Session #1
2:15 - 2:45 p.m.     Coffee Break
2:45 - 3:45 p.m.     Session #2
3:45 – 4:15 p.m.     Closing Remarks and Door Prizes

Session #1

Session #1 Topic #1: The Birth of Your New Identity – The Inner
                                       Journey of Career Transition
                                       Speaker: Jeffrey Levine, MBA, CPCC

Synopsis:
As a professional in career transition, you are like an entrepreneur launching a product, and your product is YOU! In this session you will dive deep into the process of inner exploration to learn to clarify your values and use other forms of introspection to get a deeper understanding of what makes you tick. Guided visualizations and other exercises will help you create a picture of your desired future. Learn about the common myths of changing careers and your inner critic – and how to neutralize it. And you will learn a way to take clear, focused action to create the career you want.

Jeffrey Levine Bio:
Jeffrey is a business coach, speaker and workshop leader with a private coaching practice. He has an MBA from Loyola Marymount University , coaching certification from the Coaches Training Institute and a B.A. in Music Composition from UC San Diego.   He was the Director of Business Affairs at a Hollywood talent agency and had the opportunity to oversee all human resources and contract functions while coaching both the CEO/Founder and the President on issues of management, employee relations and overall business strategy. He owned a production company composing music for movie trailers and commercials. Today, he is passionate about helping working professionals create fulfilling careers while staying deeply connected to their families.

Session #1 Topic #2: “Be Your Own Boss: Is Self-Employment an
                                        Option for You?”
                                        Speakers: Paul and Sarah Edwards, Authors,
                                        The Best Home Businesses for People 50+

Synopsis:
Discover why one in five people 50+ are launching their own independent careers and how you can join them. Explore how to turn existing skills, background and hobbies into a rewarding independent career to either supplement retirement income or to provide an on-going full-time income. Find out what's involved, how to decide if an independent career is right for you, the costs and income potential, as well as how to assure that you'll still have time and energy to enjoy your other priorities for the second half of life.

Paul and Sarah Edwards Bios:
Authors, Broadcasters, Columnists, and Coaches Paul and Sarah are the authors of 16 books that have sold over a million and a half copies. The Dallas Morning News and Indianapolis Star recently wrote about them, "Personal computing has revolutionized home businesses since Paul and Sarah Edwards pioneered this field with Working From Home in 1985." Their latest book, The Best Home Businesses for People 50+, is a Book-of-the-Month Club selection. They are columnists for Entrepreneur, Entrepreneur's BYOB, and Homeofficemag.com and co-host, Entrepreneur's Home Business Show . Before adopting their mission to help people live the life they want to live while doing work they want to do, Paul was an attorney and Sarah a licensed clinical social worker.

Session #1 Topic #3: Understanding Your Motivated and Burnout Skills
                                       Speaker: Vivian VanLier, Certified Career &
                                       Retirement Coach

Synopsis:
The first step in planning a successful career transition is gaining an understanding of the skills you possess which have contributed to your success and satisfaction as well as those that create burnout. Ideally, you want to select a future path that capitalizes on your “Motivated Skills” while minimizing your “Burnout Skills.” Having competency in something isn't enough. If your responsibilities encompass too many skills that you excel at but don't enjoy, it is unlikely that you will experience satisfaction.

Vivian VanLier Bio:
Vivian is a Certified Career Coach and Résumé Writer with a national reputation for providing career transition services to professionals and executives throughout the U.S. and internationally.

Her qualifications include a B.S. Degree from Haas School of Business at the University of California, Berkeley as well as five credentials as a career coach and résumé writer— Certified Professional Retirement Coach (CPRC), Certified Job and Career Transition Coach (JCTC), Certified Career Management Coach (CCMC), Certified Employment Interview Professional (CEIP), and Certified Professional Résumé Writer (CPRW).

She is published in 30 books including Résumés That Knock ‘Em Dead, 2500 Keywords To Get You Hired, Expert Résumés for Executives and Managers, Gallery of Best Résumés, and Cover Letter Magic. She was technical editor for The IT Career Builders Toolbox (Cisco Press) and was featured as “The Résumé Goddess” in Hollywood Drive … She has been quoted as a career expert in over 100 newspapers and has been an invited speaker at career conferences throughout the U.S. and in Canada.

Session #1 Topic #4: Income for Life: Maintaining Your Financial
                                       Independence
                                       Economic Freedom And Dignity Throughout
                                       Your Lifetime
                                       Speaker: Michael Lockwood, Certified
                                       Financial Planner and Retirement Income
                                       Specialist, Lincoln Financial Advisors

Synopsis:
This workshop will discuss income distribution strategies and the impact of planning for career transitions, as well as early or partial retirement.  New paradigms addressing income, expenses and solutions will be introduced.  This will include a discussion of rules and regulations regarding distribution of qualified assets such as IRAs, 401(k)s and other employer pension plans as well as how to create lifetime income from these sources without penalty before 59 ½.  Other topics will include information about income replacement ratios, risk management and holistic life planning.



Michael Lockwood Bio:
Michael Lockwood is a Senior Planner and Executive Vice President of California Fringe Benefit, a subsidiary of Lincoln Financial Advisors. With 18 years of experience in the financial planning industry, Mike has built a loyal clientele of successful healthcare professionals, executives and retirees. His client-base has been built largely through referrals from satisfied clients and financial professionals. Mike and his team offer quality investment and insurance products and services from their local office in Irvine, California. In addition to financial counseling, Mike has conducted several investment and financial planning seminars for his employer groups.

Session #2

Session #2 Topic #1: How to Become a Strategic Careerist – Utilizing
                                       a Strategic Business Planning Model to
                                       Achieve Career Success
                                       Speaker: Brad Taft, SPHR, CMF
                                       Taft Resource Group

Synopsis:
An eight step process for incorporating strategic business principles into career planning is presented as an effective way for mature workers to achieve success in developing both traditional and non-traditional career options. Beginning with internal analysis and assessment, the process then emphasizes the importance of identifying and understanding the marketplace trends that are affecting the workplace as well as researching the opportunities that match one’s skills, values and interests. Gap analysis methodology is utilized to overcome the barriers and challenges that get in the way of achieving one’s goals, and the development of a S.M.A.R.T. action plan (Specific, measurable, action-oriented, realistic and time-framed) and a marketing tool kit to support it are discussed.

Participants in the session will gain an understanding of both what they need to know and what they need to do to develop and implement an effective career plan. They will be presented with an easy to use, eight step process for achieving successful transitions to new career opportunities.

Brad Taft Bio:
Brad has over 25 years experience in the recruiting and outplacement fields and is president of the Taft Resource Group, which provides career management services to executives and professionals. His early career was in executive recruiting with firms including Korn/Ferry International, and in the outplacement industry he held senior level consulting, management and marketing positions with three national firms and his own company, Career Transition Group, Inc. He has written numerous articles and has been quoted in publications including the Wall Street Journal, Money, Los Angeles Times and the Employment Law Letter. He has co-authored Boom or Bust!: Career Management Guide for Baby Boomers and Beyond, which is being published in the fall of 2005. Brad received a B.A. in Communications and an M.B.A. from the University of Southern California.

Session #2 Topic #2: How to Communicate Effectively, to Succeed
                                       in Your Career and in Your Life
                                       Speaker: Ronald A. Kaufman, Master
                                       Certification in NLP

Synopsis:
One of the most important skills that determines the quality of our lives, whether we succeed or fail, is the ability to communicate effectively. Not only with others, but also within ourselves. In this interactive presentation, you'll gain proven, easy-to-use tools and techniques on how to communicate effectively, that you can put to use immediately. You'll learn how to: eliminate miscommunication, set goals, reframe rejection into reality, replace negative forms of expression with positive alternatives, and increase your persuasiveness. Whether it's a job interview, promoting a product, or making a speech, these methods will improve the results that you can produce, now!

Ronald A. Kaufman Bio:
Ronald A. Kaufman is a seminar leader, executive coach, and author specializing in communication skills and goal setting. Since 1987, he has been conducting workshops on public speaking, selling skills, negotiation, media skills, job interviewing, motivation, time management, team building, and stress management. He works with clients such as Texas Instruments, Nissan, Dole Foods, News Corp., Sheraton Hotels, Nestle, Xerox, IBM, Baxter International, and Microsoft. Prior to becoming a consultant, Ron was a stockbroker and then became involved in various aspects of the entertainment industry. Ron graduated from Southern Illinois University with a degree in Marketing. In addition, he has a Master Certification in NLP, is a certified trainer in Presentation Skills, and the author of Anatomy of Success.

Session #2 Topic #3: Relationship Building for Career Success
                                       Speaker: John Ullmen, Ph.D.

Synopsis:
Based on years of research, this session translates our findings about what the "best of the best" relationship builders actually do into principles and actions that anyone can use.

Along the way, we debunk a number of common myths about networking that lead many people to find relationship building for career purposes to feel artificial or effortful. This session helps participants change from a “have to do it” or “hate to do it” perspective into one that is comfortable, enjoyable and yields positive results.

John Ullmen, Ph. D. Bio:
John draws on over fifteen years of experience coaching and consulting executives in a broad range of organizations, including industry leaders such as Disney, Nike, Cisco, Raytheon, NASA and many others. His book Don't Kill the Bosses: Escaping the Hierarchy Trap, co-authored with Sam Culbert, has received high praise from executives and leading management thinkers such as Tom Peters, Stephen Covey, and Warren Bennis. John also lectures at the UCLA Anderson School of Management. Formerly a USAF officer in a top-secret global intelligence program, John holds a Ph.D. in Organizational Behavior from UCLA, a Master of Public Policy from Harvard University , and a B.S. from the United States Air Force Academy.

Session #2 Topic #4: Age Discrimination: Guerilla Tactics for Staying
                                       Employed Past 50
                                       Speaker: Mark Keough, Esquire, Former Director
                                       of HR The Boeing Company Managing Age Bias
                                       in the Workplace

Synopsis:
"Downsizing", "rightsizing" and "reductions in force" are often euphemisms for culling the most experienced employees from the workforce. And it is truly terrifying to be over 50 and suddenly looking for work. Senior employees are often assumed to be less flexible, less innovative, more expensive, and less energetic than younger candidates. But the law prohibits using age as criteria in any employment decisions. This presentation will introduce you to your rights under federal and California law age discrimination laws.  It will explore methods of identifying age bias before it costs you your job and tactics for confronting and averting illegal management decisions before they happen. It will discuss the essential elements of a successful age discrimination lawsuit and the resources available to those who have been victimized.

Mark Keough Bio:
Since 2002, Mark has been practicing law, representing employees in all aspects of employment law, with a specialty in Age Discrimination. His law practice focused on employee rights, discrimination, wage and hour, public policy, wrongful termination, severance counseling and negotiation. Prior to his law practice, Mark worked for the Boeing Company as the Director of Human Resources handling a wide variety of labor law issues from the employer's point of view. Marks' education includes a B.A., Duke University 1972, an M.B.A., Florida Atlantic University 1977 and a Juris Doctor, Western State University College of Law 1982 and is member, State Bar of California, admitted 1983.