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CEO/Executive Team Network

November 08 - 11, 2015

Omni Scottsdale Resort & Spa at Montelucia
Scottsdale, AZ

Your price:


CUES Member$1,695.00

Sunday, November 8
5:30 – 7:30 p.m.   Registration
5:30 – 6:00 p.m.   First Time Attendees Reception
6:00 – 7:30 p.m.   Opening Awards Reception
Monday, November 9
7:00 – 8:00 a.m.   Breakfast
8:00 – 8:15 a.m.   Conference Welcome
8:15 – 9:30 a.m.   Opening General Session

Creating Leadership and Engagement at Every Level  
David Marquet, Expert on Leadership and Innovation; Bestselling Author, Turn The Ship Around
 9:30 – 9:45 a.m.    Refreshments/Networking Break
 9:45 – 11:00 a.m.  

Coaching Sessions

Deedee Myers, MSC, MA, PCC, Ph.D., CEO, DDJ Myers
Peter Myers, PCC, MSC, VP, DDJ Myers
Susan Geear, VP/Innovative Leadership and Education, DDJ Myers

11:00 – 11:30 a.m.    CUES Annual Business Meeting
11:30 am–1:30 p.m.    Next Top Credit Union Exec Presentations & Voting
 1:30 – 2:00 p.m.    Solutions Sessions
 2:15 – 3:30 p.m.    Breakout Sessions

Setting Your Credit Union’s Risk Strategy
Ancin Cooley, Founder and Principal, Synergy Credit Union Consulting, Inc.

How to Tame the Lions without Becoming Lunch – Best Practices for Exams, DORs and LUAs
John DeLoach, Attorney and Compliance Expert; Williams, Gautier, Gwynn, DeLoach & Sorenson, P.A.

Making Smarter Decisions: How Learning Impacts Outcomes
Mike Rustici, President, Watershed LRS

Panel Discussion with Mastercard and Co-op Financial
 5:00 – 6:00 p.m.   CCEs, CUES Council Officer Reception & CUES Canadian Member Reception
 Tuesday, November 10
 7:00 – 8:00 a.m.   Breakfast
 8:00 – 9:15 a.m.  

General Session

How Customer Behavior & Technology is Changing the Future of Financial Services
Brett King, Author, CEO, Speaker, Disruptor

 9:15 – 9:30 a.m.    Networking/Refreshment Break/Travel Time
 9:45 – 11:00 a.m.    Coaching Sessions
 10:30 – 10:45 a.m.    Networking/Travel Time
 10:45 – 11:45 a.m.    Breakout Sessions

Neuroleadership: Understanding Leadership and the Brain
Sandra McDowell, MA, CEC, PCC, VP of Communications & Culture, First Credit Union, British Columbia, Canada

It’s Gotta Be You! Becoming Top of Wallet
Tansley Stearns, Chief Impact Officer, Filene Research Institute

Member Business Services–A Strategic Focus
James Devine, Chairman & CEO, Hipereon, Inc.

Session Title TBD
Terence Roche, Principal, Cornerstone Advisors
 12:00 p.m.   JW Marriott Camelback Golf Course Tournament
separate registration required
 12:15 - 5:15 p.m.   Wine Bottling Experience (separate registration required)
Wednesday, November 11
 7:00 – 8:00 a.m.   Breakfast
 8:00 – 9:30 a.m.   NTCUE Announcement & General Session

How to Grow Business with Members and Prospects Not Like You
Kelly McDonald, Business Trends and Marketing Expert
 9:30 – 9:45 a.m.   Networking Break
 9:45 – 11:00 a.m.   General Session continued
 11:00 a.m.   Conference Concludes


Creating Leadership and Engagement at Every Level
David Marquet, expert on leadership and innovation, bestselling author of Turn The Ship Around

David Marquet delivers a powerful Intent-Based Leadership message: leadership is not for the select few at the top; in highly effective organizations, there are leaders at every level.

Creating Intent-Based Leadership organizations results in a work place where everyone engages and contributes their full intellectual capacity, a place where people are healthier and happier because they have more control over their work, a place where everyone is a leader.

Intent-Based Leadership organizations create an environment for people to contribute so that they feel valued. They set clear goals so their people know how to do their jobs. They push control and decision making down the organization so people take responsibility and rise to the occasion. They maintain unity of effort by ensuring the supporting pillars of technical competence and organizational clarity are in place. As a result, they achieve:

  • A highly effective organization with superior morale.
  • The capacity for greatness in the people and practices of an organization, and remove it from the personality of leaders.
  • An organizational culture that creates of additional leaders throughout every level of the organization.

Join us and learn:

  • How to create an environment where people actively engage and think.
  • Have a personal commitment to talk with to their co-workers in an empowering way.
  • Implement the idea of leadership as creating more leaders – not more followers.
  • Implement the idea of leadership as giving control – not taking control.

Following this keynote message, attendees will break into smaller working groups for coaching sessions.

The Big Shift: How Customer Behavior & Technology is Changing the Future of Financial Services
Brett King, CEO, speaker, disruptor, author of multiple bestselling books on the future of banking, and founder of Moven, host of “Breaking Bank$” Radio Show

Customer behavior is rapidly changing and financial institutions need to reinvent themselves, or risk becoming irrelevant. The rules of engagement have changed. Checks are disappearing, and cash is next. Mobile phones will replace wallets, consumers and their behaviors have shifted. The industry has to evolve alongside these changes.

King shows companies how to adopt and thrive in this new environment. This presentation will give your organization an insight on the three phases of disruptive change and the trends business can’t afford to ignore.

  • Learn about the evolution of consumer behavior and examine the trends, innovations and technologies that are likely to have the most significant impact over the next decade.
  • Understand the key issues that choke the development of innovation across organizations and learn how to identify the quick wins that can justify improvement programs.

Following this keynote message, attendees will break into smaller working groups for coaching sessions.


How to Grow Business with Members and Prospects Not Like You
Kelly McDonald, business trends and marketing expert

If you could grow your credit union simply by marketing to your existing clients and raking in more referrals, making money would be a cakewalk. But to generate new revenue, you have to win over the potential members you’re not getting, but could be. Now, more than ever, it’s important to reach new prospects in different ways to grow your business.

For the credit union and financial services industry, you know how important it is to form a connection with your members and prospects in order to earn their business. But how do you form a connection with someone who is completely different from you? Whether it’s gender, age, lifestage, race, ethnicity or even communication preferences, you need to be able to break through barriers to connect in a meaningful way, build trust and differentiate yourself from your competition.

Understanding your members’ values is how you will reach new customers’ hearts, minds, and, ultimately, their wallets.

Using consumer insights and real-world examples from successful credit unions and other financial services companies, How to Grow Business with People Not Like You shows you how to create a deep, values-based connection between you and your members and prospects. You’ll learn:

  • The do’s and don’ts of selling to different customer segments and their values
  • How to tweak your product or service to be relevant to a new member group
  • How to communicate in a relevant manner to stand out from your competition
  • How to close the sale by tapping into what your members and prospects value

Breakout Sessions

How to Tame the Lions without Becoming Lunch – Best Practices for Exams, DORs and LUAs
John DeLoach, attorney and compliance expert, Williams, Gautier, Gwynn, DeLoach & Sorenson, P.A.

We cannot control NCUA and the state regulators, but we can play a more strategic and influential role in the outcome of their exam processes. In this session, DeLoach will detail best practices for preparing for exams, handling interactions with the regulators, negotiating the terms of regulatory actions and meeting post-exam requirements. He will share several of his experiences with the regulators, and solicit some war stories from the attendees. Our goal is for all attendees to leave this session with better plans and tools for minimizing the impact of the regulatory process on their credit unions.

Setting Your Credit Union’s Risk Appetite
Ancin Cooley, founder and principal, Synergy Credit Union Consulting, Inc.

Developing an effective risk management program and aligning it with your credit union’s strategy is challenging. The foundation of good risk management is s the design of your credit union’s risk appetite framework, which sets a forward-looking view of the desired risk profile in a variety of scenarios and establishes a process for achieving that profile.

It asks the questions: How much risk should your credit union assume and how should you as a CEO decide? And how should leadership ensure the credit union only takes a certain level of risk, but no more?

The risk appetite clearly defines roles and responsibilities in the areas of monitoring and assessment. It also sets forth practices that link the credit union’s objectives with the actions of your management team, ensuring that the risk profile remains within parameters. The purpose of this session is to provide participants with a good understanding of the loan documentation process.

After attending of this session, you will be able to:

  • Define your credit union’s risk appetite.
  • Align your risk appetite with your strategic plan and loan growth goals.
  • Develop policies and procedures that support your risk management framework
  • Influence decisions directly on strategy, annual business planning, capital allocation, budgeting, and new products and services (MBL Lending, SBA Lending, and Higher Risk Consumer transactions.)
  • Create monitoring and reporting mechanisms that transmit information about risk taking and business objectives to the board and throughout the company.

Making Smarter Decisions: How Learning Impacts Outcomes
Mike Rustici, President, Watershed LRS

Today, we use learning management systems to capture and quantify what people learn, but these systems only have visibility into a tiny fraction of a person’s knowledge and learning experiences. This shortage of information makes it nearly impossible to assess what’s happening within your development programs, identify employee preferences or pinpoint deficiencies, and, ultimately, optimize your programs to measurably affect behavioral and business outcomes.

During this session attendees will learn how to leveraging new learning technology to minimize cost and maximize success of learning programs. The Experience API (Tin Can) provides the tools to track and assess learning activities wherever they may happen: LMSs, CMSs, online, offline, mobile apps, in-person, video, etc. Learn how a comprehensive understanding of the activities across the organization (not just in the LMS) allows real-time changes and measurable improvement. We will discuss case studies of how other organizations are using it to improve their learning and performance, which tools are currently available, and how you can get started with it today.

Neuroleadership : Understanding Leadership and the Brain
Sandra McDowell, MA, CEC, PCC, VP of communications & culture, First Credit Union, British Columbia, Canada

Over the past decade, neuroscience has revealed many new insights into human nature and behavior, and the implications of this new research are particularly relevant for organizational leaders. It is now clear that human behavior doesn’t always work the way many leaders think it does; neuroscience, and a new discipline called neuroleadership, helps explain why many leadership efforts and organizational change initiatives are unsuccessful.

In this illuminating session, participants will learn about the conditions which support and derail leadership intentions, along with strategies to support effective leadership and sustainable change.

It’s Gotta be You! Becoming Top of Wallet
Tansley Stearns, chief impact officer, Filene Research Institute

In this sneak preview session, you will be one of the first to hear the discoveries from Filene Research Institute on the link between member satisfaction and credit card decisions. Credit unions know it is imperative to become top of wallet to gain brand awareness, engagement, interchange income, loyalty and to grow loan balances. This session will turn knowledge into action. You’ll also be able to tell your colleagues you heard it first.

Leave with newly revealed insights and a three-step process that will turn your Net Promoter Score success from a solid metric into an active tool that builds loyalty and grows credit card and loan relationships. You’ll leave with a true competitive advantage.

Member Business Services – A Strategic Focus

James Devine, chairman & CEO, Hipereon, Inc.

The progressive return of banks to the business lending field has placed increasing pressure on business lending portfolios of credit unions across the country. Banks are offering very competitive rates and terms, and without prepayment penalties. Credit union business lending portfolios are eroding and, in many instances, the risk within the portfolio is increasing.

The viability of a credit union’s Member Business Services (MBS) program is dependent upon the credit union having a long-term view of the market place. Growth needs to be deliberate, predictive and aligned to a comprehensive, documented, long-range strategic plan that staff, executive management and directors can follow.

A long-range plan must address helping business members achieve financial wellness. The financial needs of small business owners extend well beyond access to capital and day-to-day cash flow management tools. The credit unions that deliver such a winning combination enjoy a sustainable, competitive edge.

This informative session will give attendees the chance to discuss the issues credit unions are facing today with their MBS/MBL programs and discover how critically important developing a strong strategic game plan can be to the long term success of serving their MBS/MBL Members.

Topic coming soon!

Terence Roche, principal, Cornerstone Advisors

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