Lesson 2: Welcome

“Hello, and welcome to this Fiduciary Branch Pre-Service Training. My name is Kai, and I work as a training supervisor for the Fiduciary Branch. Today, you’ll be training with Hanna to learn about Fiduciary Duties Defined by Law and Standard Operating Procedures. This course is part 1 of a 2-part series that provides an overview of the policies that govern the Fiduciary Branch. “

“Hi, I’m Hanna. I’ve been working for the Fiduciary Branch for the last five years. Today, I will be helping you to better understand the laws and standard operating procedures (SOPs) of the Fiduciary Branch. Employees must learn and understand these procedures and accurately apply them when performing day-to-day work responsibilities.

Review the course objectives below to get started.”

Course Objectives:

  • Describe the Fiduciary Branch authority to operate.
  • Demonstrate using the Legislative Research Commission (LRC) website to search for regulations and statutes.
  • Identify the commonly used laws.
  • Explain Fiduciary Branch policies related to deposits, payments, transfers, and financial accounting.

Lesson 1: Start Here- Contact Us

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Making the Cultural Change DEIA

Presented by Dr. Nicholas Lamar Wright
Director of Diversity, Equity, & Inclusion
University of Kentucky Human Development Institute

An early career mixed man with dark hair and brown skin wears a red shirt, white tie and dark suit. He is standing outside and smiling into the camera.

Thank you for joining this session, titled Making the Culture Change, continuing our series of training, focusing on diversity, equity, inclusion, and systems.

This session shares more about the impact of culture, and why diversity, equity, inclusion, and accessibility are crucial elements that can profoundly impact an organization’s culture.

This presentation gives a greater understanding of culture and shares more about the power of culture and ways to leverage it. This presentation also aims to inspire others to make a positive change in the organization’s culture and sustain this change over time.

You will have the opportunity to gain a deeper understanding of the concept report.

Culture is dynamic nature and its shared connection of any organization.

You will also learn the power of culture in ways to leverage culture, to achieve positive results from both the employees and the organization.

Leveraging culture leads to increased understanding, innovation, reputation, scholar connections, more positive environments and overall growth.

Lastly, this presentation will inspire you to make the cultural change by implementing initiatives and ensuring that you know that sustaining this positive change

sustaining the cultural change is just as vital as making the cultural change. In the first place.

Now let’s get started by going over the concept of culture

co-trans the concept that encompasses the social behavior and norms on society.

knowledge, beliefs, arts, laws, customs, and capabilities.

Using this definition of culture. Now we can grasp a better understanding of an organization’s culture.

Every organization has a unique culture that shapes the experiences of its members and influences their success. Say, conscience.

And I’m referring general organization. I’m discussing the overall atmosphere, the values and the customs that they’re working in there.

This concept of culture starts with the mission in the vision segments. The mission and vision of an organization act as the guiding principles that articulate equal values of the organization.

The mission and vision will lay out the organization’s foundation and shape. How employees behave and make decisions.

the mission and vision safety serve as powerful tools for describing, shaping and reinforcing the organizational culture by setting goals and expectations to guide the organization’s work.

Nation’s mission and vision statement are foundational ways to set the groundwork for an organization’s culture. But they aren’t the only ways.

Leadership style plays a pivotal role in setting and shaping the culture of an organization.

Leaders act as role models in their actions. Behaviors and decisions as leaders influence people throughout their environments and the environment as a whole.

Leadership shapes an organization’s culture through a combination of actions, communication, decision, making and interactions with others.

When leaders have a strong, positive, and consistent approach, this creates trust, and people want to imitate

in the mission and vision. The leadership’s now build. The culture

only believes it’s style team dynamics for a large, long setting culture.

How a team cooperates and communicates sets a precedent in the organization.

Some organizations have a more open communication style, while others are more linear and article.

The team dynamics

serve as a microposit that influences the larger organizational culture

values behaviors and interactions within each team creates a ripple effect, shaping the work environment and setting social norms throughout the environment.

Following the role of actions. Employee engagement is also a key factor in shaping or influencing an organization’s culture.

When employees engage with the organization in positive ways, it is newly, mutually beneficial.

The employees develop a stronger sense of belonging and commitment to the values of the organization.

has optimistic employees who are continuously learning.

This allows people to become more adaptable, and it reduces turnover, while motivating expectations.

engaged employees impact the overall workplace atmosphere. Positively.

Now that you understand more about the concept of culture. Let’s discuss the power of an organization’s culture.

The power of culture in any organization is profound. The culture influences, aspects of performance, well-being and overall success.

Organizational culture with significant influence over various components of any organization by shaping identity, altering performance and dictating relationships.

is important to recognize culture, but also intentionally cultivate a positive culture for long-term success.

When organizations focus on culture in this way they’re able to leverage culture for positive gains.

The organization’s culture is extremely powerful and impacts every individual throughout the organization and the overall brand.

One specific area is in recruitment and retention. positive and inclusive organizations attract digital candidates to join

those organizations that are known for having strong, inclusive cultures are likely to attract talent, to be in an organization where they feel that they belong and where they can thrive

on the other side. Organizations that do not have a positive culture deter this talented, these talented candidates from investing their time.

Inclusive cultures also invest in employees, and this promotes longevity.

When people feel valued and appreciated, they have a sense of purpose. This is promoted even further when they enjoy their work, environment. their relationship with their colleagues, and when they have guidance from leadership.

retention goes along with recruitment, because when people are encouraging, they also share their experiences with others which assists with recruitment. An organization’s culture is so powerful that it also impacts performance.

Foster influences the individual in the organization’s outcomes

diverse, equal, inclusive, and accessible cultures uplift the morale and motivation of individuals by recognizing them, which makes them feel that they are something

they’re bigger than something, and they’re part of something that’s more meaningful

when morale increases, so is motivation, and people put in extra effort to perform at their best

increased morale also helps you team dynamics and promotes creativity.

This encourages people to be more adaptable to ever changing environments and encourages them to gain them skills which promotes overall performance.

There’s power and culture because of its influence on employment, engagement, morale and interactions.

positive and purposeful cultures create environments and organizations that are high performing. When the organization’s culture isn’t positive, the opposite is true.

In order to leverage the power of culture and reap the benefits, organizations must care for employees overall wellbeing.

This is done by ensuring inclusive cultures that care for individuals can prioritize them. Organizations influence wellbeing by supporting a healthy work. Life balance and investing employees.

Organizations can do this by encouraging people to use vacation time or offering people the opportunity for flexible schedule. Another way to do this by providing support programs for mental health and stress management

implementing these initiatives acknowledges that we’re all different. And we’re all diverse individuals. This is also a great way to remote equity, inclusivity and accessibility throughout the organization’s culture.

Finally, an organization’s culture shapes its reputation and brand both internally and externally. I’ve mentioned how reputation impacts recruitment previously, but this is not the only impact reputation, as

the positive culture in an organization encourages a strong connection with employees.

This encourages them to advocate for the organization in all rooms having this endorsement for employees allows the organization to spread throughout new networks leading to new opportunities.

This reputation is not only the opinion of the employees within the organization, but also the perception of the public. Positive cultures receive more attention from media and favorable coverage, highlighting their important work.

An organization’s culture shapes its reputation

and negative portrait, leads to high turnover for productivity, low recruitment, and a terrible reputation.

A diverse, technical, inclusive, and accessible culture contributes to employee satisfaction out of retention, higher productivity, and positive perceptions for others which are beneficial to the organization.

There truly is power and culture, and it’s important to leverage. This tackling

an opportunity to learn more about the concept of culture and the power of culture.

Culture can truly shape an organization for better or worse, depending on the how culture is prioritized. We have discussed several strategies for our organization’s culture, that implements, diversity, equity, inclusion, and accessibility.

As I’ve discussed the numerous benefits. I’m sure you’re thinking, how can our organization make this full change?

Implementing equal change in any organization is a complex process that requires thoughtful planning, effective communication and sustained effort.

as we understand culture is a crucial component of any organization.

Culture can make or break the experiences of individuals within an organization

and negative interaction increases turnover. It is challenging to overall wellbeing.

A positive culture is one that prioritizes diversity, equity, inclusion, accessibility.

change in any organization is a complex process. There are stopping, planning in those sustained efforts that we just discussed. This is done by embracing diversity and valuing individuals of different backgrounds, experiences, and perspectives.

Diversity is a central aspect of an organization’s culture, and it fosters a climate where differences are appreciated and people are accepted authentically

to make the culture change and sustain it. Equity must be throughout all initiatives to provide fair opportunities for all. Either.

This commitment to equity is fundamental, and promotes fairness and equal access to all opportunities for all individuals. Another reason that social change focus on DEIA. Is needed is because it fosters inclusion, ensuring that all individuals feel valued and included throughout the organization.

Organizations with deia in mind promote a sense of belong for all individuals appreciating their differences. This promotes longevity, creativity, and collaboration, mutual respect.

To make the postal change and sustain it. Organizations must prioritize accessibility prior to accessibility, ensures that all employees, including those with disabilities, can fully participate in all aspects of the environment.

and accessible culture reflects the environment and the organization’s commitment that everyone belongs

to make the corporate change in any organization and sustain diversity, equity, inclusion, and accessibility must be in the foundation.

Deia in the foundation of an organization’s culture, promotes a positive, inclusive environment for those value respected, and has equal opportunities to be successful.

Make the call for change. Diversity, equity, inclusion, and accessibility must be pillars in that organization. making the course of change is important, but sustaining that change equally important and at times just as challenging.

The reason we focus on sustainable change is because of how it leads to long term success by ability to the organization.

One way to sustain this change is to reinforce the both of values, to ensure behaviors and principles are upheld.

Values are reinforced through leadership by the leadership being the example and always aligning with the mission and vision of goals of the organization.

Ongoing training engagement activities also serve to reinforce the corporate values.

These activities encourage interactions and encourage people to champion the values.

Regular reinforcement of potion values contributes to a lasting and positive portion. Another way to do this is by celebrating achievements.

by recognizing, honoring and accomplishments, organizations not only boost morale, but reinforce values and behaviors that contribute to an organization’s culture by organizations publicly recognizing individuals for uploading values, and either meeting announcements or newsletters and encourages them to imitate the behaviors of this positive behavior.

This allows people to be recognized by their colleagues, and this involves people that leadership notices the work that they do.

Recognition leads to sustained social change. communication and feedback also promotes this thing. Closer change.

Clear and consistent communication ensures that employees understand the culture and feedback mechanisms allow employees to share their insights.

Communication can be effectively shared through regular meeting updates, either in person or via email. This helps keep everywhere informed on the organization’s activities.

Feedback is also needed to sustain the cultural learning organization

providing opportunities for people to provide feedback is needed, especially in anonymous ways.

Anonymous feedback encourages transparency without fear of repercussions

feedback can be shared with the organization, and leadership can be transparent about how this feedback is being addressed. This promotes trust and allows everyone to know that they are working together.

Lastly, the culture must be assessed periodically to sustain.

assessing the organization’s culture as a way of monitoring the progress and finding any strategies are needed to achieve the cultural goal.

to assess the culture. It is important for leadership to define their metrics or indicators, such as important engagement, turnover rates, ethic violations, absenteeism, rates, and success and approval.

Next, it’s important to schedule a routine to assess the culture.

This could be every 6 months, every year or every 2 years.

Periodically assessing the organizational culture provides valuable insights for sustaining the cultural change and enables leadership to respond accordingly.

Sustaining social change requires adaptability, resilience and strong foundation.

This can be challenging, but is needed to promote the longevity of all individuals in the organization and that success of the organization overall.

Oh, that now you have a better understanding of an organization’s culture, the influence culture has

ways to make the cultural change and how to effectively sustain this program.

Diversity, equity, inclusion, and accessibility must be prioritized to ensure each organization has a foundation of excellence where all people are respected and fill it. They belong.

DEIA. Throughout your organization fosters a culture of fairness belonging innovation, resilience, satisfaction, and overall performance. Okay, you can now make this benefits report for change in your organization.

This session ends with a reflection, question

courage, you to participate and answer these questions for yourself, so we can all continue to learn and grow.

Please pause the next slide to take additional time if needed.

How would you describe the current culture of the organization? Do you believe the culture aligns with the values of the organization

what initiatives are in place to support all individuals? Well being what evidence shows this is working effectively.

How is your organization actively promoting diversity, equity, inclusion, and accessibility.

How can we improve?

Hope? This session was a useful learning opportunity. I thank you for joining, and if you have any questions. Please feel free to reach out the QR code to the human development suits website can be found on the screen.

I encourage you to continue impacting, belonging in finding ways to positively impact the areas of diversity, equity, inclusion, and accessibility.

Questions or Concerns

Dr. Nicholas Lamar Wright

Nicholas.wright@uky.edu

Director of Diversity, Equity and Inclusion

University of Kentucky Human Development Institute

The Business Model of DEIA

Presented by Dr. Nicholas Lamar Wright
Director of Diversity, Equity, & Inclusion
University of Kentucky Human Development Institute

An early career mixed man with dark hair and brown skin wears a red shirt, white tie and dark suit. He is standing outside and smiling into the camera.

Thank you for joining the session, titled The Business Model for DEIA. Taking our series of training, focus on diversity, equity, inclusion, and accessibility.

Learning Objectives

  • Gain a deeper awareness of diversity, equity, inclusion, and accessibility and how these principles lead to success.
  • List strategies to promote DEIA throughout the organization.
  • Inspire a commitment to DEIA to gain a strategic business advantage.

This session shares more about understanding, diversity, equity, inclusion, and accessibility in business and other organizations.

This presentation is more than just about understanding, diversity, equity, inclusion, and accessibility. It’s about creating a plan to focus on diversity by creating an inclusive and equitable culture throughout the work, environment, fostering a sense of belonging for all employees, resulting in positive outcomes.

Steps to encourage diversity include Mission, Vision and Goals, Leadership Commitment, Hiring Practices, and Training and Education

Centering Equity

Equitable Policies

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Hiring Practices

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Equal Access to Training and Development

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Equitable Performance Evaluations

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Fostering Inclusion

  • Hiring Practices
  • Cultural Competence PRograms
  • Employee Resource Groups
  • Feedback

Prioritizing Accessibility

Universal Design

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Hiring Practices

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Accessibility Audits

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Accommodations

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Commitment to DEIA

  • Leadership Participation
  • Inclusive Leadership Development
  • Recognition
  • Accountability

Business Advantage Through DEIA

  • Employee productivity
  • Increased retention
  • Wider talent pool
  • Overall performance

Reflection Questions

Does our organization’s current mission and vision align with diversity, equity, inclusion, and accessibility? How can we improve?

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In what ways does our organization focus on inclusivity? What initiatives are we currently enacting to ensure people feel that they belong?

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How has DEIA contributed to our organization? In what areas can we still improve?

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Questions or Concerns

Dr. Nicholas Lamar Wright

Nicholas.wright@uky.edu

Director of Diversity, Equity and Inclusion

University of Kentucky Human Development Institute

  • After completing this, you have the opportunity to gain a better understanding of diversity, equity, inclusion, and accessibility. You will also learn new strategic ways of having excellence in these categories which leads to success in not just one area but throughout your organization.
  • You will also have the opportunity to learn unique methods and strategies that promote diversity, equity, inclusion, and accessibility. I know that these can be challenging concepts at times, but this presentation informs you on strategies to ensure you excel in these areas and build a comprehensive framework that supports all employees.
  • Lastly, this presentation aims to inspire your commitment toward diversity, equity, inclusion, and accessibility, focusing on these areas gives the employees you have the opportunity to work with, and your organization as a whole, a strategic advantage.
  • When we commit to diversity, equity, inclusion, and accessibility, we are to our employees and our organization’s overall success session. I shared how diversity refers to an expanding range of differences that makes individuals unique. Diversity refers to the various characteristics, identities and experiences of people that their perspectives are founded on.
  • Now let’s learn how we can encourage diversity throughout an organization to leverage this uniqueness that makes your organization special. When we focus on diversity in an organization, we must first start with the mission vision and goals.
  • These are the foundational pillars that motivate organization’s actions.
  • For this reason it is crucial that DEIA. Is embedded in these to reflect the core elements of the organization. We understand that the mission statements outlines the purpose of the organization.
  • One way organizations can encourage diversity is by including your commitment to diversity, equity, inclusion, and accessibility. In this statement of purpose. One way to do this is to mention that you care about your employees and want everyone to feel respected, empowered.
  • This small statement goes a long ways.
  • The vision statement describes your organization’s aspirations.
  • Leaders can include DEIA. In these vision statements by including an aspiration to foster environments where all identities can thrive.
  • This establishes the long term goals for your organization and builds on that commitment. Finally, you have the goals of the organization.
  • These goals are a way of sharing the objectives of the organization.
  • You can bid diversity in the organization’s goals by clearly articulating the importance of diversity and discussing that you hope to achieve a workforce that reflects the diversity
  • in the community we serve.
  • These are ways that you can bid. DEIA. In the foundation of the organization. Another way is ensure. Leadership is dedicated to promoting these aspects.
  • Leadership sets the tone of the organization. and it is important that they are advocates of DEIA.
  • They can show this commitment to diversity by including diversity in the strategic plan, but also holding one another account
  • sets the stage for excellence. In this area
  • leadership has a commitment to diversity. It sets an example for others which establishes organizational culture.
  • his pivotal, that leadership fosters diversity, equity, inclusion, and accessibility throughout the space.
  • Hiring proxies are another area that can and should encourage diversity.
  • Focusing on the hiring committee, the committee should have diverse skills and perspectives to evaluate candidates comprehensively.
  • This allows your bias to be diminished, creating a more inclusive caring process.
  • Lastly, diversity can be encouraged through professional development. When we create opportunities for all people to gain exposure and enhance their skills, it contributes to learning and equal opportunity.
  • These training and education sessions can be focused on networking to connect with various colleagues and on cultural confidence, to help people navigate diverse perspectives.
  • These are just a few ways. Your organization can improve in the aspect of diversity, equity, inclusion, and accessibility.
  • Session. We discussed the concept of equity
  • just a reminder. Equity is different than equality, and focuses on fairness. justice in the distribution of resources and opportunities
  • equity does is that barriers do exist and equity ensures. Everyone has an equal opportunity to success.
  • Let’s discuss how we can center equity in our organization.
  • When I discuss centering equity, I’ve been putting fairness and justice in focus to ensure equal opportunities for all individuals from various backgrounds.
  • We can start centering equity in the organization through policies designed to proactively promote fairness and justice.
  • some policies to directly combat discrimination barriers, or to explicitly prohibit discrimination and harassment in the workplace.
  • Most organizations believe that discrimination is wrong, but by having policy in place.
  • it proactively informs people that this is not tolerate. When you
  • policy, please be sure to add, in a reporting structure, so people can hold one another account and share their experiences.
  • Another example of an equitable policy is through hiring and recruitment
  • techniques for anonymous hiring and sure, showing the names on applications.
  • This ensures that people are not judged based on their names
  • by eliminating potential discrimination. In this way, when it’s equity, they’re hiring
  • organizations can also center equity by creating equal access to training.
  • In the last slide we discussed implementing professional development opportunities, but everyone must
  • community to attend them.
  • All employees, having equal opportunity to skill enhancement, allows for
  • patients consider equity through equitable
  • violations. Performance evaluations are systemic
  • systematic processes for an organization to assess an employee’s job performance.
  • It is crucial to center equity in the process to reduce bias
  • organizations can do this by setting clear objectives
  • having standardized evaluation process and continuously providing feedback. These are just a few ways. Organizations. Consider equity reaching a more inclusive workplace.
  • In the last training sessions we discussed inclusion being the practice of creating organizations that value all individuals and their identities.
  • In this session. Let’s discuss how organizations can foster inclusion to create environments for all individuals, though by accepted, and that they belong
  • and start with fostering inclusion in the hiring process. One way to do this is by going into some job descriptions.
  • These are descriptions that accurately share the job description, and a pill to wide audience
  • to build inclusive job descriptions. It’s important to remove gender biased terms and focus on the skills needed for the role.
  • A person with a grey background

Description automatically generated with medium confidence
  • Unknown Speaker
  • 09:18
  • Well, appeal to a wider audience.
  • A person in a suit and tie

Description automatically generated

Dr. Nicholas Wright

09:22

Inclusive job descriptions give people a glimpse into the organization’s culture. Organizations can also foster inclusion by providing social competence programs. These programs are designed to enhance the way people effectively interact and communicate.

  • Posting. Ongoing cultural, pompous training allows a multitude of people to participate and interact with their colleagues
  • by increasing awareness to diversity in these programs. It enables people to foster inclusion as they navigate the environment.
  • Way to foster inclusion in your organization is promote employee resource groups.
  • employee research groups are employee groups which people can volunteer to participate.
  • Employee resource groups have been shown to create a sense of community and contribute to the overall workplace culture. Most employee resource groups are open to everyone, but typically focus on shared characteristics or interests that connect people through experiences.
  • Employee resource groups are a way to foster inclusion and promote employee engagement
  • slightly. I want to discuss feedback as a tool for fostering improvement.
  • sharing opportunities to provide feedback allows people to understand the impact of their actions and promotes communication and improvement.
  • Finding constructive feedback motivates people to grow
  • that this constructive feedback is balanced with positive feedback. Employees also have an opportunity to share feedback with their leadership.
  • Great!
  • That’s the feedback and other strategies to foster inclusion.
  • This culture is built throughout the organization.
  • Accessibility was also discussed in last session, and it refers to creating environments, services, products, and communication that ensures everyone can forward, participate
  • permissive characteristics to effectively embid DEIA throughout the organization would have to priorit prioritize accessibility. One way accessibility is prioritized is through universal design.
  • Universal design is an approach that ensures all products, services and environments are usable to people of all abilities without the need for adaptation or specialized design.
  • The goal of universal design is to create inclusive and equitable experiences for everyone, which is also the goal of DE. In the
  • 7 concepts surrounding universal design should be embedded throughout the organization, such as equity, use flexibility, use simple and intuitive, and use perceptible information, tolerance for error, low physical effort and size and space for urban use.
  • Universal design goes far beyond accessibility and creates welcoming environments for everyone leading to fostering sense of belonging. I know hiring practices have been listed a few times before, but it’s important to prioritize accessibility and eases what will allow individuals in all abilities to just fake fully.
  • It’s important to have inclusive job descriptions that eliminate Able’s language.
  • but the material should also be accessible to all
  • proactively providing resources and accommodations, shows a culture of inclusion. Archives and accessibility in this way allows for skilled individuals to be employed by eliminating barriers.
  • Accessibility audits are another way to prioritize accessibility.
  • Disability audits are evaluations conducted to assess the level of accessibility. This is a great way to hold your organization accounting while also locating barriers to accessibility
  • leading to the creation of a more inclusive environment.
  • Lastly, to prioritize accessibility accommodations to be easily available
  • combinations refer to adjustments or modifications, ensuring people with disabilities have equal opportunities to participate combinations, work to eliminate variance and provide support.
  • It is important to implement universal design.
  • But if accommodations are needed, organizations should work to make this process simple as possible.
  • This gives evidence that everyone person belongs and is encouraged to participate
  • by focusing on these strategies organizations not only prioritize accessibility, but foster diversity, equity, inclusion, and accessibility. Throughout the culture.
  • Reason we focus on diversity, equity, inclusion, and accessibility throughout the organization
  • is because of the positive factors it leads to.
  • When we value diverse perspectives, foster inclusion, center equity and prioritize accessibility.
  • We build more diverse teams that have an array of experiences, ideas, and perspectives. The various viewpoints promote creativity throughout the culture, and encourages people to share their ideas without the fear of judgment.
  • EIA. Also improves problem. Solving from people within the organization.
  • possess diverse perspectives and effectively collaborate. They bring an array of solutions to problem solving approaches
  • when the multitude of voices felt power to communicate
  • that provide a provide innovative ideas and enhance decision-making abilities for the organization
  • working in this framework also encourages employee engagement.
  • EEIA. Is weaved throughout. The culture colleagues feel more likely to engage with one another activities in the organization as a whole.
  • for your population leads to increased connection and a higher sense of belonging.
  • Lastly.
  • having DEIA.
  • How is the organization to be better equipped to react to their bob and role.
  • You discuss the creativity workforce report.
  • But diversity, equity, inclusion, and accessibility creates an environment for everyone to be flexible, and reflect and respond effectively to the change in dynamics
  • through to the full benefits of diversity, equity, inclusion, and accessibility in an organization.
  • It’s important to have commitment
  • organizations can’t admit to DE by having full leadership participation.
  • This is crucial because it encourages others to follow the example of leadership.
  • Leadership, fully participating, allows the revisible advocacy of the existing culture. Inclusive leadership development also shows the organization’s commitment to diversity, equity, inclusion, and accessibility.
  • This shows that leadership skills are being cultivated in a wide, diverse audience, and people feel value.
  • Organization invest and employees employees in turn will invest in organizations, values in goals.
  • Recognition is another way of something.
  • This concept celebrates diverse perspectives, and creates a culture that finds strength in diverse workforce by celebrating accomplishments and diversity, equity, inclusion, and accessibility.
  • the organization acknowledges efforts and contributes to people being best.
  • This not only enhances the organization’s performance. but also its representation for caring for people.
  • lastly, to truly commit to DEIA. We must have methods to hold each other in the organization account.
  • Urging feedback. Putting people responsible allows not only for an inclusive port from the bill, but to be sustained
  • this person’s involved longevity.
  • These are some of the ways organizations can commit to diversity, equity.
  • inclusion, and accessibility.
  • but
  • or discuss the numerous business advantages by embedding diversity, equity, inclusion, and accessibility throughout the organization.
  • deep
  • employee productivity in a variety of ways. When organizations promote inclusive cultures, it leads to higher employee engagement and motivation.
  • When this is the case, employees are more likely to invest time and effort into their work leading to increased productivity.
  • Even spaces that meet employees needs encourages them to say.
  • But organizations promoting de IA they want. I’ve increased retention and retain highly skilled talent. retaining employees leads to organizational stability and productivity.
  • Not only will organizations be able to retain talent, but they will also draw in a wider talent, pool by promoting inclusive iron prices.
  • organizations promoting diversity, equity, inclusion, and accessibility. The overall performance will increase.
  • The employees at the organization will have an increased overall being leading to a better communication.
  • more investment of time, and better outcomes for the organization as a whole.
  • hope that by understanding the business model of diversity, equity, inclusion, accessibility. You can now tell why this is important, not just for the employees, but for the overall organization.
  • I encourage you to implement some of these strategies offered to create an organization that encourages diversity centers equity fosters inclusion, and prioritize accessibility to gain the overall business advantage.
  • This session ends with reflection questions. I encourage you to participate and answer these questions for yourself. so we can all continue to learn and grow.
  • Please feel free to pause the next slide to take as much time as you need with the reflection questions.
  • does your organization’s current mission envision a line with diversity, equity, inclusion, and accessibility?
  • How can this improve?
  • In what ways does our organization focus on inclusivity? What initiatives are we currently enacting to ensure people?
  • As DEIN. Contributed to our organization
  • in what part still improved
  • this session was a useful learning opportunity.
  • I thank you for joining, and if you have any questions, please feel free to reach out
  • the QR code to the Human Development Institute’s website can be found on the screen.
  • I encourage you to continue impacting, belonging and joining us in the next DEIA training module.

Course Wrap Up

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“Congratulations! You have completed Fiduciary Duties Defined by Law and Standard Operating Procedures Part 2. This course is part of a series of training required for Fiduciary staff. Once you mark this lesson complete, you will have access to your certificate of completion and will be granted access to the next course.”

  • Division of Administration and Financial Management Overview (Complete!)
  • Fiduciary Duties Defined by Law and Standard Operating Procedures Part 1 (Complete!)
  • Fiduciary Duties Defined by Law and Standard Operating Procedures Part 2 (Complete!)
  • Financial Accounting Management
  • Budget Approvals & Set-Up
  • Payment Requests
  • Facility, Personal Needs, and Non-Recurring Payments
  • Expired & Resigned

Course Evaluation

DAFM-F 102: Fiduciary Duties Defined by Law and Standard Operating Procedures- Part 2

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Summary

Hanna

“It is critical that employees thoroughly understand and execute their job duties in compliance with the laws and policies that govern the services provided.

Employees should follow up with their supervisor regarding any questions.“

Expired and Resigned SOPs

Expired and Resigned SOPs

Hanna

“We are halfway through the SOPs! Now that we’ve taken a quick break, let’s move on to the next set of SOPs. In this lesson, we’ll review the standard operating procedures that apply when a death or resignation occurs.”

Brain Break

Brain Break

Hanna

“We’ve reviewed a lot of information. Let’s take a short brain break before moving on to the next standard operating procedures.”

Brain Break Activity 1: One-minute pinky and thumb exercise.

Brain Break Activity 2:  Test your brain with these brain teasers.

Budgets, Payments, and Facility SOPs

Budgets, Payments, and Facility SOPs

Welcome

Hello, and welcome to this Fiduciary Branch Pre-Service Training. My name is Kai, and I work as a training supervisor for the Fiduciary Branch. Today, you’ll again be training with Hanna to learn more about Fiduciary Duties Defined by Law and Standard Operating Procedures. This course is part 2 of a series that focuses on the standard operating procedures that govern the Fiduciary Branch. Employees must learn and understand these policies and accurately apply them when performing day-to-day work responsibilities.

Hello, my name is Hanna. I’ve been working for the Fiduciary Branch for the last five years. Today, I will continue to help you better understand the laws and standard operating procedures (SOPs) of the Fiduciary Branch.

This course is part of a required set of training courses for new Fiduciary Branch employees. In this course, we will:

Course Objectives:

  • Examine Standard Operating Procedures related to budgets, payments, and facilities.
  • Review Standard Operating Procedures for deaths and resignations from guardianship. 

These topics will be covered in-depth as part of pre-service training.

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Course Content

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Training Details

Training Objectives

  1. Describe the benefits and barriers to using humor in training.
  2. List 4 types of humor strategies.
  3. Develop and demonstrate a humor strategy for a training activity.

Workplace Objectives

Participants create a humorous activity for an upcoming training.

Course Facilitator

Headshot of Candice Storrer.

Candace Storrer

Training Coach – Salt River Region

Before starting the course, please watch the following video message from your Cruise Director and former Laugh to Learn Course Facilitator, Hans Petersen.

What is DEIA?

Presented by Dr. Nicholas Lamar Wright
Director of Diversity, Equity, & Inclusion
University of Kentucky Human Development Institute

An early career mixed man with dark hair and brown skin wears a red shirt, white tie and dark suit. He is standing outside and smiling into the camera.

Learning Objectives

  • Gain a better understanding of the core concepts of diversity, equity, inclusion, and accessibility.
  • Explore why these concepts matter in our work and in our lives.
  • Develop ways not only to understand but also utilize these concepts to create a better sense of belonging.

At the end of this lesson, expect to complete a self-reflection activity. Self-reflection is a valuable tool to gain awareness.

Diversity

Diversity refers to the wide range of human differences that we each have.

Consider the people in the image on the right. We see various races, genders, and other things as well.

Diversity goes beyond what might be visual or apparent to others.

Diverse Group Character Set, Multicultural Concept

Diversity includes our characteristics, but also our thoughts, experiences, and perspectives. There’s depth in diversity, meaning that individuals can be diverse in multiple ways simultaneously.

Intersectionality is when we have these multiple diversities.

It’s important to recognize and embrace diversity. To ensure people are acknowledged and equal opportunities are promoted. Diversity in our team brings positive impacts, such as increased creativity, innovation, decision-making, and problem-solving skills.

When we have various perspectives represented, we can find a more holistic solution. Diversity is more than just a moral imperative. It’s a strategic advantage that promotes our overall goals and successes. When we use the word diversity, there are some of the concepts we are referring to.

What does diversity include?

Diversity includes a wide array of aspects, including

Racial Diversity

This includes racial categories like skin color, facial features, and hair texture; as well as ancestorial cultural backgrounds.

Ethnic Diversity

Includes the shared language and cultural practices of a group of people.

Gender Diversity

Includes a spectrum of gender identities.

Religious Diversity

Religious beliefs acknowledging people have different spiritual and philosophical perspectives, such as Christianity, Judaism, Buddhism, and atheism, just to name a few.

Disabilities

Recognizing people have a range of abilities, skills, talents, and capabilities. Disability isn’t a deficit, it’s an inherent part of human diversity.

Socioeconomic Status

This is the difference in economic and social standing within society. This includes education, occupation, and wealth, which can permit or limit opportunities.

Geographic Diversity

This includes variations in norms, traditions, and perspectives. This can range from the location people live in and the distinctions between urban and rural.

Sexual Orientation

Focusing on the wide range of sexual identities and orientations we have as individuals. This includes who we are and are not attracted to.

Life Experiences

We are all unique in our specific circumstances.

  • And others, this is not a list of all the types of diversity. This is only an introductory list for you to gain a better understanding.

Equity

Giving people the resources they need to reach their goals.

Equity seeks to provide equal opportunities for all individuals. Acknowledging that we don’t all start from the same place and that we have a range of abilities.

An example of equality versus equity. With equality, the children are each given a single box to stand on. With equity, each child is given the box they need to be able to see over the fence.

Consider this image. Let’s start with the far left image. The person on the left is tall, the person in the middle is short, and the person on the far side is a wheelchair user. Each of these three people is given the same size box to watch a game. Who can see best? Who cannot see?

This is a good image to represent equality. Everyone received the same resource, and is expected to achieve the same exact goal. Unfortunately, this does not work for everyone.

Let’s take a look at part of the image on the right. The person on the left has no box, but can still see over the fence. The person in the middle is given two boxes, and can now see the game. The wheelchair user is given a ramp, which allows them to see the game.

This is what we all need to work on. Equity is giving people the resources they need to achieve their goals.

Equitable Mindset

In this cartoon, a monkey, penguin, elephant, goldfish, seal and dog are lined up before a tree. A man at a desk and his speech bubble reads "For a fair selection, everybody has to take the same exam: Please climb that tree."

On the screen is an image with a tree, a person behind a desk, and 7 animals. The animals are a bird, a monkey, a penguin, and goldfish, a sill, and a wolf.

Regardless of who we feel will climb the tree the fastest, we can all agree it will not be the goldfish. In this situation, most of us can tell that it’s not fair to judge an animal’s worth based on how well they can climb a tree.

In this circumstance, we acknowledge that this test is not fair. Differences exist, and not everyone starts from the same place, and that bias does exist.

We find it easier to notice this in this humourous image, but more challenging when to notice this in people. We may not be testing people’s worth by their ability to come and ___, but we must always have an equitable mindset. That part, as in fairness, justice. In our next topic, which is inclusively.

In summary, an Equitable Mindset looks like:

  • Fairness and justice
  • Recognizing our differences
  • Acknowledging we do not all start from the same place
  • Identifying bias

Inclusion

Welcoming people of various identities and skill levels to be collaborators.

A group of people working together to illustrate what inclusion looks like.

In this image, we see people of different races, genders, and abilities.

Inclusion is the practice of creating environments for all individuals, and their diverse backgrounds, through welcomed, respected, and valuable inclusion ensures that everyone has equal access to resources, participation, and opportunities.

____ acknowledges and respects diversity by vying differences that contribute to a more dynamic environment. Inclusion is reinforced in our structures, language representation, policies, and actions.

What is the difference between diversity and inclusion?

Diversity

Focus on the makeup of the workforce.

Diversity focuses on the characteristics of the people.

Inclusion

Deliberate acts of welcoming diversity and creating an environment where all people can succeed.

Inclusion does more than diversity, it’s the deliberate act of welcome all of these diverse identities and to create an environment where everyone can succeed.

Inclusion encourages everyone to be their most authentic, genuine selves. When environments are inclusive, people feel engaged, motivated, and empowered. Inclusion promotes creative, resilient communities.

Accessibility

The practice of making information, activities, and environments useable for all people.

A curb cut with a yellow textured section in the sidewalk provid

Curb-cut

Outdoor stairs with ramp and metal railing

Ramp

The last concept in DEIA is accessibility. Above, see two accessible structures, one being a curb cut, and the other a ramp. These are examples of accessibility that are not the only to implement accessibility in our environments, technologies, communication, and services to ensure people of a range of abilities can access everything. Accessibility works to eliminate barriers and create inclusive experiences for all people. Disability requires being proactive instead of reactive. and as an ongoing commitment to consider that all people with diverse abilities receive full participation.

This lesson is titled, What is DEIA. Today we’re able to elaborate on what each letter meant, and why this is important. The D is for diversity, the E is for equity, the I for inclusion, and the A is for accessibility. Diversity, equity, inclusion, and accessibility within our environment and our culture.

A graphic illustrating DEIA on the left with diversity, equity, inclusion and accessibility included. Belonging is on the right and includes the same.

This is when we can achieve our goal of belonging.

Belonging

Having full support in your identity.

A diverse group of people holding hands, because they all belong in their community.

Our friends gathered around the living space. Everyone is talking, listening, and enjoying themselves. Each person has a different chair. But all are enjoying being authentic in this space.

Belonging is being fully accepted and valued at birth, and this motivates our actions. When people feel a sense of belonging, they feel connected, supported, and appreciated by people within their group. This increases their commitment to belonging and enhances everyone’s experience, especially those from marginalized backgrounds place. When we achieve DEIA. And we made the longing. Now we have increased employee, engagement, team collaboration, creativity, overall well-being, and longevity sense of belonging is a strategic investment that supports people both personally and professionally hope that by understanding the concepts today you can confidently answer the question, What is DEIA. And gain a better understanding of the importance of belonging.

Reflection Questions

Consider a time when you felt a strong sense of belonging. What contributed to this feeling?

There are no right or wrong answers, but we encourage you to share your reflection with a coworker, or a friend.

Consider a time when you felt disconnected or even excluded. How did this affect your actions or the way you thought about yourself?

Consider how it made you feel and any impact it had on you emotionally or socially.

By attending this session, how can you positively impact belonging throughout your interactions?

Consider your next steps. Write them down as a to-do, or follow up with your supervisor. How can you ensure belonging is part of your

Questions or Concerns

Dr. Nicholas Lamar Wright

Nicholas.wright@uky.edu

Director of Diversity, Equity and Inclusion

University of Kentucky Human Development Institute

Course Evaluation

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Lesson 3: SSDI (Social Security Disability Insurance) and Income

In this lesson, we will examine the basics of Social Security Disability Insurance (SSDI) and receiving income from employment.

To begin, please download and save the documents below. You will need these documents to help you complete the course and quizzes.

Trail Work Period 2024
The Truth About Working & SSDI

Lesson 2: Work Incentives Planning Assistance – WIPA

Disabled man at the computer using assistive technology

In this lesson, we’ll review the Work Incentives Planning Assistance programs. Download these three documents – Kentucky WIPA Programs, Center for Accessible Living’s WIPA Program, and Goodwill WIPA Handout.

Kentucky WIPA Programs
Center for Accessible Living WIPA
Goodwill WIPA

Watch this video made by Emily James, who was the WIPA Program Manager at Goodwill Industries in Lexington, KY, at the time this video was made. When you are finished, select the knowledge check to continue.

Lesson 4: Supplemental Security Income – SSI

disabled worker in factory

In this lesson, we’ll examine work wages and how they affect Supplemental Security Income (SSI).

Lesson 5: STABLE Kentucky

STABLE Kentucky is Kentucky’s ABLE program. A STABLE account allows people whose disability occurred before the age of 26 to save up to $18,000 in 2024 (and more if working). The funds in a STABLE account do not “count” as a resource for purposes of SSI, Medicaid, SNAP or HUD Subsidy eligibility. 

Please read through the presentation and then take the Knowledge Check.

STABLE Presentation

Lesson 1: Working While Disabled – How We Can Help

Download the “Working While Disabled – How We Can Help 2024” guide below. After you have finished viewing the guide, use it to help you complete the knowledge check.