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Directors Conference

December 06 - 09, 2015

Walt Disney World Swan and Dolphin
Walt Disney World Resort, FL

Your price:

Nonmember$2,445.00

CUES Member$1,495.00

Director Member$1,495.00

Schedule

Pre-Conference Director Excellence Training
Sunday, December 6, 1:00 – 4:30 p.m.

Are You Ready? Serving on the Credit Union Board of the Future
Michael G. Daigneault, CEO, Quantum Governance, L3C and & Steve Williams, principal, Cornerstone Advisors, Inc.

Both new and seasoned directors can find themselves facing overwhelming challenges. Through a set of engaging exercises and discussions, learn how to anticipate and overcome some of the unique situations that may arise.

Make plans to attend the pre-conference!
Increase the value of your attendance by adding the pre-conference session. The cost is $195 for CUES members or $390 for non-members.

Sunday December 6th
12:30 – 1:00 p.m.   
Pre-Conference Registration
1:00 – 4:30 p.m.   Pre-Conference (Separate Registration Required)

Are You Ready? Serving on the Credit Union Board of the Future
Michael G. Daigneault
, CEO, Quantum Governance, L3C
Steve Williams, principal, Cornerstone Advisors, Inc.
2:30 – 6:00 p.m.   Conference Registration & Sponsor Showcase
6:30 – 8:30 p.m.   Welcome Party
Monday December 7th
7:00 – 8:00 a.m.   Breakfast
8:00 – 9:15 a.m   General Session: Making It Happen: Unleashing the Entrepreneurial Spirit and Turning Your Good Ideas into Great Results
Peter Sheahan
, founder and CEO, ChangeLabs
9:15 - 9:30 a.m.  

Networking Break

9:30 – 10:45 a.m.   Coaching Sessions

Coaches
Sean McDonald
, president, Your Full Potential, LLC
Tim Quinn
, president, Success From The Inside Out
Rory Rowland, president and founder, Rowland Consulting
Tom Glatt, Jr., founder/consultant, Glatt Consulting
10:45 - 11:00 a.m.
  Networking Break
11:00 a.m. – 12:15 p.m.   Concurrent Breakout Sessions:

Framing the Role of Credit Union Board Officers in a New Way: Crafting Officer Roles to Meet Changing Times
Michael Daigneault, CEO and co-founder, Quantum Governance L3C

The Emerging Role of Executive Benefits in Leadership Continuity
Scott Albraccio, sales specialist manager, Executive Benefits Program, CUNA Mutual Group

Is There a Safe Bet in Mobile Payments?

Richard Crone, CEO and founder, Crone Consulting LLC

Session Title TBD
Steve Williams, principal, Cornerstone Advisors, Inc.
12:15- 2:30 p.m.
  Luncheon and General Session: “Hearts of Courage”
John M. Tippets
, former CEO, American Airlines Federal Credit Union and author
2:30 - 2:45 p.m.
  Networking Break
2:45 – 4:00 p.m.   Breakout Sessions Repeated from 11:00 a.m.
Tuesday December 8th 
7:00 – 8:00 a.m.   Breakfast
8:00 – 9:15 a.m.   General Session: NCUA Update
The Honorable Debbie Matz,
chairman, National Credit Union Administration (NCUA) 
9:15 - 9:30 a.m.
  Networking Break
9:30 – 10:30 a.m.   Concurrent Breakouts

Keeping You Up At Night: Challenges for Credit Union Directors
Sean McDonald, president, Your Full Potential, LLC

What Type of Director are You? Transformational vs. Transactional Leadership
Ron Galloway, columnist and filmmaker

Board Succession Planning, a Requirement of High Performing Boards
Deedee Myers, CEO, DDJ Myers, Ltd.
Peter Myers
, Vice President, DDJ Myers, Ltd.

Grow or Die: Strategic Mergers and Acquisitions
David Braun, CEO, Capstone Strategic, Inc.

10:30 - 10:45
  Networking Break
10:45 - Noon   Noon Breakout Sessions Repeated
Noon   Afternoon Free
Wednesday, December 9th – Epcot
 6:30 – 7:00 a.m.   Shuttles to Epcot
 7:00 -8: 00 a.m.   Breakfast
 8: 00- 9:15 a.m.   General Session: Back to the Future, Part II: An Economic Forecast
Anirban Basu, chairman and CEO, Sage Policy Group, Inc
9:15 - 9:30 a.m.
  Networking Break
9:30 – 10:30 a.m.   Closing General Session: "On the Edge:  The Art of High-Impact Leadership"
Alison Levine, adventurer and author
10:30 a.m.   Conference Concludes

Session Descriptions:

Making It Happen: Unleashing the Entrepreneurial Spirit and Turning Your Good Ideas into Great Results
Peter Sheahan, founder and CEO, ChangeLabs

Go deep into the secrets of positioning ideas, products and services in a way that makes people not only pay attention, but part with their time, money and energy. Learn how to transform an aspiration into a good idea, and then a good idea into a great result.

New! Coaching for Results
Following the opening general session, attendees will break into small working groups. Together, you’ll explore the topic in greater detail under the guidance of a leadership coach. Not only will you walk away inspired, you’ll return home with real-world solutions and solid ideas ready to implement at your credit union.

Coaches
Sean McDonald, president, Your Full Potential, LLC
Tim Quinn, president, Success From The Inside Out
Rory Rowland, president and founder, Rowland Consulting
Tom Glatt, Jr., founder/consultant, Glatt Consulting


“Hearts of Courage”
John M. Tippets, former CEO, American Airlines Federal Credit Union and author

Tippets’ father was one of six people on board during a 1943 plane crash in Alaskan wilderness. The crew’s month-long endurance in extreme conditions and their dramatic rescue is an inspiring tale of perseverance. Tippets brings this harrowing ordeal to life with historical photographs and his father's first-hand descriptions.

NCUA Update
The Honorable Debbie Matz, chairman, National Credit Union Administration (NCUA)

Chairman Matz describes the current status of the credit union industry and addresses potential threats to credit unions’ future.

Closing Keynote Sessions
To cap off a magical week, the Directors Conference moves to Epcot! This stimulating global, technological and futuristic environment will provide a final boost of inspiration to carry you home. 

Back to the Future, Part II: An Economic Forecast
Anirban Basu
, chairman and CEO, Sage Policy Group, Inc.

No organization does business in a vacuum. This detailed, data-driven economic update will provide an overview of what is happening on regional, national and global scales. Basu will address current trends that characterize the financial, real estate, energy and labor markets.

"On the Edge:  The Art of High-Impact Leadership"
Alison Levine
, adventurer and author

There is no room for poor judgment in mountain climbing—one mistake or misstep can result in disaster. In settings where people are pushed beyond their perceived limits, leaders emerge. Discover how leadership principles that apply in the world of extreme adventure are also relevant in today's rigorously competitive business environment

Breakout Sessions

Framing the Role of Credit Union Board Officers in a New Way: Crafting Officer Roles to Meet Changing Times
Michael Daigneault
, CEO and co-founder, Quantum Governance L3C

Only 28% of credit union board members say their governance and leadership efforts are very effective. How do you compare? This session focuses on new, cutting-edge ways of utilizing and developing board officers, reframing their roles and responsibilities to meet the challenges of the future.

The Emerging Role of Executive Benefits in Leadership Continuity
Scott Albraccio
, sales specialist manager, Executive Benefits Program, CUNA Mutual Group

What is your credit union doing to compete for talented leaders? How can you make sure your best executives will stick around for their turn at the top? Bring your questions to this interactive discussion about creating leadership continuity and trends in executive benefit packages.

Is There a Safe Bet in Mobile Payments?
Richard Crone
, CEO and founder, Crone Consulting LLC

Credit unions are in danger of being left behind by big banks and new third party entrants in the world of mobile service delivery. Explore the potential for return on investment and the business drivers that support entry into the mobile payments arena.

Keeping You Up At Night: Challenges for Credit Union Directors
Sean McDonald
, president, Your Full Potential, LLC

The challenges facing credit unions are real, and often cause stress and anxiety for senior executives and directors alike. In this interactive session, work through common areas of concern, such as the regulatory environment, challenges with membership growth and lending barriers.

What Type of Director are You? Transformational vs. Transactional Leadership
Ron Galloway
, columnist and filmmaker

Apple’s two more recent CEOs (visionary Steve Jobs and shy, numbers guy Tim Cook)  illustrate how playing to your strengths can lead to success. Examine the two major types of leadership styles and determine which style suits you best, so you can carry out strategic leadership actions true to character.

Board Succession Planning, a Requirement of High Performing Boards
Deedee Myers
, CEO, DDJ Myers, Ltd.
Peter Myers, Vice President, DDJ Myers, Ltd.

Imagine it's three years in the future and two-thirds of your directors are stepping off the board. Will you react in crisis mode or are you prepared to handle the transition with confidence? Board succession case studies will highlight both successes and pitfalls, and you’ll take away action steps to reinvigorate your own succession plan.

Grow or Die: Strategic Mergers and Acquisitions
David Braun
, CEO, Capstone Strategic, Inc.

Although traditionally thought of as a for-profit business activity, acquisition or external growth is a powerful tool for any organization–regardless of industry. Explore five options for growth and discover how to use M&A strategically.

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