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Leadership and Accountability When It Matters
Commander Kirk Lippold, USN (Ret.), Commander, USS Cole; Author, Front Burner
The privilege and burden of leadership comes with a level of accountability that many aspire to emulate and anyone can rise up to and achieve. Using a devastating suicide terrorist attack as a backdrop, Commander Lippold conveys how the principle of integrity created an environment for leadership where his crew felt imbued with a sense of ownership, seizing the opportunity to be responsible for their ship and not just their jobs. Their own sense of personal accountability and leadership proved to be a guiding principle in the crucible of combat. Lippold shares why his "Five Pillars of Leadership" are must-have business tenets for any team.
Tim Segerson, Deputy Director/Office of examination and Insurance, NCUA
Segerson will provide an update of NCUA happenings.
Credit union Leadership and Governance – A Way Forward
Michael Daigneault, Principal/Founder, Quantum Governance, L3C
Consolidation, regulatory complexity, technology uncertainty, outdated board practices, differentiating credit unions from other financial institutions, declining member loyalty and big economic changes combine to form an uncertain future for many credit unions. What should volunteers do to genuinely improve their leadership at the board, credit union, and regional levels, as well as in the wider credit union community?
Learn to identify a core set of the most important leadership and governance issues that you and your credit union must address to continue to successfully serve your members. It will also offer a set of leading-edge ideas on how your credit union can tackle these vital issues and find a way forward.
Dewitt Jones, World-class Photojournalist, National Geographic
Where do we find the vision to take our lives to the next level? How do we summon the passion to keep "raising the bar?" How can we make our life less of a struggle and more of a joy? The answers to these questions lie in the images we hold about ourselves, our future, and the way in which we grow.
How Do You Zap the Invisible Multi-Generational Gap?
Meagan Johnson, Partner, Johnson Training Group
Today’s workforce includes an unprecedented five generations, all working side by side to serve the economy. The credit union industry is no exception to this market diversity.
It’s vitally important for executives to understand how to maintain both employee and customer relationships across all generations, including the Traditional Generation, Baby Boomers, Generation X, Generation Y, and the Linkster Generation.
Each generation has very unique wants, needs and desires. You must understand what motivates each generation, and how to tap into their motivation, to foster more productive relationships with employees and provide a better service to every member.
Traditional human resource and customer service approaches are no longer sufficient for retaining the best employees and customers; ignoring the different, but very valid, goals of each generation will cost you employees, customers and ultimately dollars.
Walk away with a clear understanding of the source of generational conflict, an understanding of the cost of “hoping it will just go away,” and with a clear cut path to multi-generational productivity. You will also leave armed with De-Coder cards that work as a quick refresher and a guide you can share with others.
The Board’s Role in Delivery Channel Strategy
Steve Williams, Principal, Cornerstone Advisors, Inc.
With the explosive growth of remote delivery technologies and evolving roles for brick and mortar branches, credit union directors must ensure their organization has a sound delivery channel strategy that aligns with the future vision of the credit union. This session will provide updated channel delivery research and discuss how credit unions can build an integrated plan for the branch and remote channels. It will also share how channel scorecards and road maps can be effective governance tools in overseeing the credit union's investments.
Credit Unions of the Future
Alix Patterson, Chief Operating Officer, Callahan & Associates
Credit unions have emerged from a four-year valley of turmoil and exceptional pressure on ROA stronger than ever. This might lead you to believe that now is a time to rest under a tree and think back on the good work we had done. Unfortunately, it isn't. We have to think about the next generation credit union and how to evolve to meet the changing needs of consumers banking habits.
In this dynamic presentation, we'll present both the concepts and the practices of leading edge credit unions that are already changing their approach to people, data, networks, products, delivery channels, and revenue. Learn how these developments will enable credit unions to anticipate and meet the demands of society moving ever deeper into a digital and high-speed age.
The ‘Give and take’ of Credit Unions: How to Go Beyond Being a Transaction to Being a Bonafide Primary Financial Resource
Mike Lawson, Principal, DML Communications; Host, CUbroadcast
We'll look at and discuss in detail the many "takes" credit unions use their members for, which results in a superficial transactional relationship—not depth. But don't you want to have a deeper, more meaningful relationship with your members? To be a bonafide primary financial resource (PFR), credit unions need to up their ante and provide more 'gives' to members to strengthen the bond for a consistent stream of business well into the future.
Most anybody can do transactions. But when you provide your members with a simple, practical financial guide or go to the lengths of training your staff as financial counselors, that’s the extra "giving" step that develops a lasting bond between your credit union and your members. That’s what keeps them coming back. You have gained their trust for future business because you are a reliable resource.
We'll dissect many examples of "takes" and "gives" credit unions provide and analyze how this balance can ultimately enhance your member relationships, benefit your business, and propel your community standing as a financial leader.
Exercising Visionary Leadership to Drive Growth
Julie Ferguson, Owner, JRF Consulting Services, LLC
Our industry is changing fast and it is more important than ever to take steps to not only keep up, but to drive change. There is no choice; simply too much is at stake. Our members and potential members want to interact with us on their terms. Join Ferguson as she guides you through creative growth strategies that are innovative and engaging for both members and potential members. Our future requires that we change up how we approach and drive new business opportunities.
Hurdles to Credit Union Governance Effectiveness and How to Overcome Them
Michael Daigneault, Principal/Founder, Quantum Governance, L3C
Many credit unions are stuck. Stuck in a traditional set of governance practices that are holding them back from achieving a more effective and strategic culture of leadership.
This session helps you identify some of the most significant challenges to raising the level of governance at your credit union. We will outline a number of new approaches that can help you overcome such impediments. The types of governance hurdles we will tackle include CEO/Board dynamics, rapidly changing technology, risk tolerance, demographic shifts, board composition, strategic thinking, and more.
Leadership and Decision Making: Optimizing Credit Union Performance
Lou Centini, Senior Director Executive Education and Lecturer of Business Administration, The Darden School, University of Virginia
As a credit union director, one of your key responsibilities is to make sound decisions that will lead your credit union to sustainable superior performance. In fact, decision making is at the core of leadership. Unfortunately, as we know all too well from experience, in too many situations leaders make bad decisions that have unfortunate consequences for their credit unions.
This session will offer important insights into decision making for leaders. You will learn how to apply the right decision methods to a variety of challenges. We will examine the practical aspects of judgment and decision making, and learn how to build lasting leadership skills that incorporate this knowledge.
The goal is to enhance your ability to make better decisions in the context of our current environment characterized by increasing volatility, uncertainty, complexity and ambiguity. We will challenge the underlying assumption behind rational decision models that are based on a certain level of predictability, control and order. We know that tough decisions are the essence of leadership. Typically these decisions must be made under pressure, with tight timeframes, incomplete information, limited resources, unknown risk, multiple stakeholder interests, natural biases and heightened emotions. You will also learn how to avoid the emotional and cognitive pitfalls that can lead even the most experienced leaders to make mistakes.
You will be presented with an actual real world situation that will require you to make a series of decisions that will have consequences and result in immediate feedback. You leave equipped to immediately transfer your new insights into better decision making for you and your credit union.
Credit Union Board Effectiveness: Emerging Research and Practical Applications
Matt Fullbrook, Manager, Clarkson Centre for Board Effectiveness, Rotman School of Management, University of Toronto
Credit union boards face many unique challenges arising from their strategic, structural and operational realities. Explore research that focuses on the factors that enable boards to add value through effective decision making; as well as discuss opportunities for practical application in the boardroom.
Top Emerging Risks for CUs
Ann Davidson, Senior Consultant/Risk Management, Credit Union Protection Risk Management Department, CUNA Mutual Group
Risk is anything that affects your organization’s ability to meet its objectives and preserve its reputation. Learn about the risk exposures credit unions are facing, and what you can do as a director to help address them, along with risk prevention and mitigation strategies.
Create a Sustainable Competitive Advantage for Your Business Lending Program
James Devine, Chairman & CEO, Hipereon, Inc.
Assess organizational design issues critical to creating differentiation between your credit union and competitors. Create a value proposition that is compelling to a small business owner. Discuss staffing needs, products and services needs, and market positioning strategies.