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Webinar Playbacks

Access previous sessions, led by industry experts, at your convenience.

**Adobe Flash is required to view the playback of the webinars, therefore Apple mobile device users will not be able to view it on their mobile devices.

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Executive Compensation Dialogue

All Speakers from CUES Compensation Week

Bob Cartwright, CEO, Intelligent Compensation
Scott D Knapp, CFA, Director of Investment Strategy, Retirement Plan Services Group, CUNA Mutual Group
Deedee Myers, MSC, MA, PCC, Ph.D., CEO, Myers
John Pesh, the Director of Executive Benefits and Advanced Sales Support, CUNA Mutual Group
Charles Shanley, Executive Vice President, JMFA

This was the opportunity to ask questions about compensation trends, and learn how executive benefits and retirement plan services, succession planning, and recruitment services impact compensation at your organization.


Seven Best Practices for Retirement Plans

Scott D Knapp, CFA, Director of Investment Strategy, Retirement Plan Services Group, CUNA Mutual Group, Madison, Wis.

Watch this session, and learn ways to measure your plan’s performance and other key best practices


Is Your Leadership Continuity Strategy Aligned with Today's Market Trends?

John Pesh, Director of Executive Benefits & Advanced Sales Support, CUNA Mutual Group

Learn ways to build a competitive and sustainable leadership continuity plan, and review current plans to assure they are still in alignment with your strategic goals.


Putting the Tools in Place to Ensure a Seamless Transition of Leadership

Keith Hughey, Senior Consultant, JMFA and Charles Shanley, Executive Vice President, JMFA

This session will provide HR professionals and CEOs with the tools they need to create a succession plan that not only addresses future leadership needs, but creates a more productive work environment benefiting all stakeholders.


Why Now is the Time to Focus on your Credit Card Programs

Tim Kolk, Owner, TRK Advisors, LLC, Peterborough, N.H.

Join us for this session, and walk away with competitive information and performance benchmarks. You’ll understand your place in the overall competitive environment, and learn ways to establish a balance between delivering attractive levels of profitability to your credit union, and product value to your members.

Supplementary Materials: Link to Handouts  

Is Your Largest Branch Open for Business? "eStrategy" for Today's Financial Institutions

Ron Daly, President/CEO and Founder, DigitalMailer, Inc.

Original Air Date: 03/12/14

Join Ron Daily, president/CEO, DigitalMailer, Inc., as he walks you through the world of eStrategy. You’ll learn:

  •     Where financial services are going on the web
  •     The strategic focus of an “e” Strategy
  •     What the world of eStrategy is, and why it’s so valuable
  •     The seven steps of an eStrategy
Supplementary Materials: Link to Handouts  

The Critical Role of Internal Service in Credit Union Sales & Service Culture

Mike Neill, president, of Michael Neill & Associates, Inc., Atlanta,

Original Air Date: 02/20/14

A credit union cannot create a sales and service culture without developing outstanding internal service. The service we provide to the member will never be better than the service we provide to each other. Internal service is often the missing link to sales and service culture success and is often ignored, sometimes intentionally, as a key area for improvement.

Supplementary Materials: Link to Handouts  

Governing Differently: Distinct Models of Credit Union Governance

Michael Daigneault, principal and founder, Quantum Governance, L3C

Original Air Date: 02/19/14

Join us as we identify and explore the models of governance that exist in the credit union community

Supplementary Materials: Link to Handouts  

Creating a Member Advocacy Culture

Mike Neill, President and Founder, Michael Neill & Associates, Inc. (MNA), Atlanta

Original Air Date: 01/23/14

So, just how does a credit union create a culture where these advocacy behaviors are consistently displayed by all employees who are engaged in the effort as a missional imperative, rather than just another unsavory task to be completed? Join us and find out.

Supplementary Materials: Part I, Part II  

The Future of Mortgage Lending

Wallace Jones, VP/National Training Director, CU Members Mortgage

Original Air Date: 12/09/13

Mortgage lending expert Wallace Jones, VP National Training Director, CU Members Mortgage, will review seven new CFPB Mortgage Regulations going into effect January 10, 2014, and their impact on the credit union industry.

Supplementary Materials: Link to Handouts  

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