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CEO/Executive Team Network

November 02 - 05, 2014

Omni Amelia Island Plantation Resort
Amelia Island, FL

Your price:

Nonmember$2,395.00

CUES Member$1,395.00

Schedule

Sunday, November 2

2:00–5:00 p.m. Council officer training
5:30–6:00 p.m. First Time Attendees’ Reception
6:00–7:30 p.m. Opening Awards Reception
8:00–10:00 p.m. Beach Party

Monday, November 3

5:45–6:45 a.m. Wake up activity
Power walk/run—separate sign up required
7:00–8:00 a.m. Coffee Lounge & Breakfast
8:00–9:30 a.m. Conference Welcome & Opening General Session
Tom Flick, leadership and change expert, Former NFL quarterback - Leading Change
9:30–9:45 a.m. Refreshment and Networking Break
9:45–11:00 a.m. Coaching/Ideas Into Action Workshops
Focusing on the Opening General Session
  • Dr. Michael Hudson, president, Credit Union Strategy
  • Deedee Myers, MSC, MA, PCC, Ph.D., CEO; and Peter Myers, vice president, DDJ Myers
  • Stacy Weitzner, visual collaborator and graphic recorder, Sunni Brown Ink - Gamestorming
11:00–11:30 a.m. CUES Annual Business Meeting
11:30–1:30 p.m. Luncheon: Next Top Credit Union Exec Presentations & Voting
1:30–2:00 p.m. Solutions Sessions
  • Analytics, Data, Innovation – All Good. But Execution Produces Results
  • Common Attributes of High Performing Sales and Service Providers
  • It's Time to Re-think the Goals of your 401(k) Plan
  • Keeping the Balance: The Constructive Partnership Between Credit Union Boards and CEOs
2:15–3:30 p.m. Breakout Sessions
  • Jacqueline Claudia, principal, Decision Strategies International - Scenarios for Credit Unions 2020: Staying Relevant in a Rapidly Changing World
  • John Best, founder, Best Innovation Group, Inc. -Fostering Innovation: Starting up a Startup within your Credit Union
  • Steve Williams, principal, Cornerstone Advisors Inc. -   The Playbooks of High Performing Lenders
  • Julie Ferguson, owner, JRF Consulting Services LLC - CHANGE. IT. UP. Redefining Business Development
3:30 - 4:30 p.m.
A New Age for Digital Payments: ApplePay and Beyond
John Ainsworth, Group Head/US Markets, Mastercard
Chris Gunnare, SVP/Sales & New Business Development, The Members Group
Sam Maule, Manager, Carlisle & Gallagher Consulting Group
Caroline Willard, EVP/Markets & Strategy, CO-OP Financial Services
5:00–6:00 p.m. CCE, CUES Council Officer & CUES Canadian Member Reception - by invitation only

Tuesday, November 4

5:45–6:45 a.m. Wake up activity
Nature Bike Hike—separate sign up required
7:00–8:00 a.m. Coffee Lounge & Breakfast
8:00–9:15 a.m. General Session
Michael Bungay Stanier, senior partner, Box of Crayons - Do More Great Work
9:15–9:30 a.m. Networking and Refreshment Break, Travel Time
9:30–10:30 a.m. Facilitated Workshop
Focusing on the Morning General Session 
  • Dr. Michael Hudson, president, Credit Union Strategy
  • Deedee Myers, MSC, MA, PCC, Ph.D., CEO; and Peter Myers, vice president, DDJ Myers
10:30–10:45 a.m. Networking and Refreshment Break, Travel Time
10:45–11:45 a.m. Breakout Sessions
  • Michael Bungay Stanier, senior partner, Box of Crayons - The Five Essential Questions for CU Execs
  • Sam Maule, manager, Carlisle & Gallagher Consulting Group - Innovation=Rocket Science (Building a Framework for Innovation in Financial Service)
  • Bill Goedken, President and CEO of Goedken Consulting Group, LLC - Mining Gold – New Trends and Discoveries in ‘Big Data’ that will Change your Strategic Thinking
  • Sundeep Kapur, digital strategist, Allied Solutions - Member Engagement Survival Success Guide
12:15 p.m. Golf Registration and Tournament—separate sign up required
12:15 p.m. Lunch and River Cruise—separate sign up required

Wednesday November 5

7:00–8:00 a.m. Coffee Lounge & Breakfast
8:00–9:30 a.m. NTCUE Winner Announcement & General Session
Geno Church, Word of Mouth Inspiration Officer - The Passion Conversation: Building Shared Passions
9:30–9:45 a.m. Networking Break
9:45–11:00 a.m. Extended General Session/Facilitated Workshop
Geno Church, Word of Mouth Inspiration Officer - The Passion Conversation: Building Shared Passions
11:00 a.m. Conference Concludes

Sessions

Gamestorming
Stacy Weitzner, Visual Collaborator and Graphic Recorder, Sunni Brown Ink

Gamestorming is a best-selling business book and a visual-thinking game technique offering a proven approach to real-life, roll-up-your-sleeves-and-get-it-done problem-solving and innovation. Group gamers learn methods to collaborate, communicate, visualize and effect real change at work—or anywhere else. Learn how to turn simple office supplies into powerful tools for thinking, performance and change, and see how seemingly simple game sequences can break down barriers, amp up communication, and generate breakthrough strategies and ideas. The most surprising part about Gamestorming isn't necessarily how valuable or effective it is, but how much fun.

Opening General Session

Leading Change
Tom Flick, leadership and change expert, former NFL quarterback

The ability to change quickly and efficiently is not a core competency of most organizations; instead, change is often difficult, painful and costly.

Studies show overwhelmingly that organizations and their leaders that are adept at change grow faster, create more wealth, enhance customer success, gain public support, and compete more effectively.  It is, in fact, the largest differentiating factors in the top performing organizations in the world.

Leading Change sets the stage for organizations to take the next step forward by clarifying the value of Harvard professor, Dr. John Kotter’s eight-step process, by equipping leaders with the proper understanding of how successful change is created. While it may be true that most people don’t like change, leaders who understand the dynamics of change can slice through resistance and outperform the competition.

General Session

Do More Great Work
Michael Bungay Stanier, senior partner, Box of Crayons

People are busy. They’re overcommitted, over-connected and overwhelmed. They’re working hard, sure … but are they having the impact that they (and you) want them to have?

What if people were able to work less hard, but have more impact? What if they were able to do more of the work that matters? What if they were able to do more Great Work?

This useful, provocative and highly interactive session is based on Bungay Stanier’s best selling powerful strategic productivity tool and Amazon.com best-seller, Do More Great Work.

The session is based on a simple but powerful model: Good Work vs. Great Work. During the talk, participants will work with that model and create new insights and strategies about how they spend their time, what really matters and how they can bring more focus, courage and resilience into the work they do.

Participants will leave not only with new insights and new energy but also with a plan to do something different right away.

The Passion Conversation: Building Shared Passions
Geno Church, Word of Mouth Inspiration Officer

Join Church as he shares lessons from his book, The Passion Conversation: Understanding, Sparking and Sustaining Word of Mouth Marketing, exploring how passion compels brands to go above and beyond and inspires customers to talk, share and connect.

The new world of marketing is personal. It’s not about technology platforms or social media doodads – it’s about real relationships, real passion, and real people. After all, at the end of the day, we’re all in the people business.

Understanding passion provides actionable insights that empower marketers to authentically connect with the people who love their brands. These relationships and conversations lead to sharing because they put people, not the brand, first.

Come prepared for a hefty dose of real-world case studies...and a little bit of rock-n-roll.


Breakout Sessions

Jacqueline Claudia, principal, Decision Strategies International
Scenarios for Credit Unions 2020: Staying Relevant in a Rapidly Changing World

Change and uncertainty have become the norm in many industries, including financial services. Since the financial crisis, organizations are attempting to rebuild in an era of great change and advancement—all while grappling with shrinking margins and an increased cost of doing business, especially on the technology front.

During this workshop, we will explore the Scenarios for Credit Unions in 2020, and discuss how credit unions can develop better strategic planning mechanisms embracing the nuances of the changing environment. We will also explore the “no regret” moves that credit unions should consider today to best prepare for any future market environment.

The Playbooks of High Performing Lenders
Steve Williams, principal, Cornerstone Advisors Inc.


Credit unions are working overtime to generate quality loan growth. But instead of just working harder, what if we could work smarter? In this session, Williams will summarize the secrets of many of the top performing lenders in consumer, mortgage and business lending, and provide attendees with pragmatic ideas based upon Cornerstone’s leading benchmark and best practice research.

CHANGE. IT. UP. Redefining Business Development
Julie Ferguson, owner, JRF Consulting Services LLC

"If you see a bandwagon, it’s too late." -James Goldsmith

Change – it’s inevitable. One thing that hasn’t changed, however, is that building strategic relationships with the right people leads to growth.

In this session, Ferguson will share of the nuts and bolts of a successful business development function, and will walk you through the key components that will add clarity and put you on the road to success. We’ll discuss:  

  • Interview process and why it’s critical
  • Changing up the job description
  • Skill set–what’s important
  • How a good incentive plan can motivate
  • Where BD falls in the organizational chart
  • What a powerful value proposition looks like
  • Business development business plan examples
  • Why utilizing a CRM is important
  • Metrics to measure success
  • How to hold employees accountable for results


Member Engagement Survival Success Guide

Sundeep Kapur, digital strategist, Allied Solutions

Join us for a pragmatic discussion highlighting successes and lessons from around the world—all with a focus on driving success for your credit union. Innovative ideas, practical tips, and provocative thoughts that will inspire your credit union for today and the journey toward 2020!

There are three key drivers of success for progressive financial institutions—branch transformation, compliance and messaging, and creating mutually profitable consumer journeys. We’ll discuss each.

Branch Transformation: The branch was and is the pivot of your brand. So, how can you leverage your legacy and brand to transform member experiences? What do we do to serve members? Our focus needs to be on transforming our physical branch, self-service, and virtual experiences.

Managing Compliance and Messaging: What we tell our members and how we hear them is very important; in fact, our members can even complain to a higher authority. What is the best way to manage through the compliance conundrum while serving the member with the right information at the right time?

Creating Consumer Journeys:  Our members are in need of financial services, and we are not the only provider. There is so much data about members and events—how can this data be leveraged effectively? How do we execute mutually profitable member journeys while trying to become their primary financial institution? How can we compete with the big banks and all the new emerging players?

Mining Gold – New Trends and Discoveries in ‘Big Data’ that will Change your Strategic Thinking
Bill Goedken, President and CEO of Goedken Consulting Group, LLC

Learn from a veteran entrepreneur and credit union volunteer in this interactive and engaging session.

With all the data and information available today—combined with an ever changing marketplace—how can a credit union keep pace? We’ll discuss recent studies and trends that will shape the present and future for your credit union.

You’ll also discover how to "weed out" useless information and concentrate on the member and employee trends that make sense—and help you govern the credit union. Best practices will also be discussed at not only credit unions, but banks as well.

The Five Essential Questions for CU Execs
Michael Bungay Stanier, senior partner, Box of Crayons

In most organizations there’s a lot of busy-ness going on. People are working hard, people are getting things done.

The only problem is that often enough they’re not working on the right things in the right way. Somehow being busy became more important than being focused.

Working with the goal of creating more Great Work—work that has more impact, work that has more meaning—participants will have a chance to stop and think, find new focus on what really matters, and gain new insight as to the best way forward.

Participants leave not only with new insight and new direction about their own work, but also with a simple and powerful tool they can use to manage and influence others in their organization.

Innovation=Rocket Science (Building a Framework for Innovation in Financial Service)
Sam Maule, manager, Carlisle and Gallagher Consulting Group

The rapid digitization of the financial services industry is causing disruption across all aspects of the consumer relationship.  How can organizations ensure they are structured to address this ever changing landscape?  How can innovation become part of an organization’s DNA? 

Getting this mix correct is crucial to a company’s survival. And it isn’t easy. As a matter of fact ensuring an innovative culture is quite similar to rocket science. 

Join Maule and learn the three basic components of rocket science and how to apply them to the basic tenants of an innovate culture.  Case studies, from financial services and other industries, will be discussed and applied to the unique challenges facing the industry today and into the future.


Fostering Innovation: Starting up a Startup within your Credit Union

John Best, founder, Best Innovation Group, Inc.

Working in the financial industry isn’t all that exciting. Sure, at the center of it all credit union staff are providing a valuable service to members by helping them take control of their financial futures, but at the end of the day it’s really not all that much fun. But when you add the power of innovation into that space, the dynamic changes. In this session, we will discover how to foster the spirit of innovation within your credit union, and create a dynamic environment resulting in actionable ideas that benefit both your organization and your members.


A New Age for Digital Payments: ApplePay and Beyond

Session and Panel Discussion facilitated by John Ainsworth, MasterCard
panelists: Chris Gunnare, The Members Group,
Sam Maule, Carlisle and Gallagher Consulting
Group, Caroline Willard, Co-op Financial Services

This important discussion was just added to our schedule to address recent developments. Don’t miss out--join our panel of experts, who will fill you in on the latest in ApplePay, and other emerging digital payment technologies.

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