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Execu/Summit®

March 01 - 06, 2015

Westin Snowmass Resort
Snowmass Village, CO

Your price:

Nonmember$2,745.00

CUES Member$1,645.00

Director Member$1,645.00

Schedule
Evening Registration
5:00–6:00 p.m. Welcome Reception and Registration

Day 1

7:00–7:30 a.m. Breakfast
7:30–8:00 a.m. Introduction and CUES updates
8:00–9:30 a.m. Sessions
9:30 a.m.–3:00 p.m. Free time
3:00–3:30 p.m. Warm-up Break
3:30–6:00 p.m. Session continues
Day 2
7:00–7:30 a.m. Breakfast
7:30–9:30 a.m. Session
9:30 a.m.–3:00 p.m. Free time
3:00–3:30 p.m. Warm-up Break
3:30–6:00 p.m. Session Continues
Day 3
7:00–7:30 a.m. Breakfast
7:30–10:30 a.m. Session
10:30 on Free time
Day 4
7:00–7:30 a.m. Breakfast
7:30–9:30 a.m. Session
9:30 a.m.–3:00 p.m. Free time
3:00–3:30 p.m. Warm-up Break
3:30–6:00 p.m. Session Continues
Day 5
7:00–7:30 a.m. Breakfast
7:30–9:30 a.m. Session
9:30 a.m. Execu/Summit concludes

 

Sessions

Monday, March 2

The Payments Revolution: The Impact of New Financial Technologies & Implications for Growth, Competition & Fraud
Ron Galloway, Columnist and Filmmaker

In the past 10 years, technology has enabled rapid changes in the very nature of money, how it is stored, and how it is perceived. Companies such as PayPal, Wal-Mart, Apple, Bitcoin, Google, Facebook, Amazon and others are leveraging scale and I.T. to enter the payments/money business. Their end-run around the traditional financial system has had a significant impact on credit unions. Galloway will show how you can compete in a world where the nature of money is shifting by offering innovative mobile content, products and services that fit customers' changing needs.

Tuesday, March 3

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 in your strategy to drive growth. You’ll also learn key concepts to consider when structuring M&A, and have the opportunity for Q&A with a top M&A expert.

Wednesday, March 4, Morning Session Only

The Pit and the Pendulum: An Economic Forecast
Anirban Basu, Chairman & Chief Executive Officer, Sage Policy Group, Inc.

Join Basu for a detailed, data-driven update of the global, national, and relevant regional economy. He’ll focus on key aspects of economic life, including trends characterizing financial, real estate, energy, and labor markets.

Thursday, March 5

Demystifying Innovation
Andrew Downin, Innovation Director, Filene Research Institute

Most institutional barriers to innovation are self-imposed. This session will explain how your credit union can better understand what innovation means in the world of consumer financial services, and what you can do to become more consumer-responsive. Hofheimer will share the processes involved in developing an innovation competency and a straightforward way to get started on your organization’s innovation competency.

Friday, March 6, Morning Session Only

Leading New Actions Aligned with High Performing Organizational Objectives
Deedee Myers, President/CEO, DDJ Myers

This session offers self-assessment tools based upon eight leadership archetypes. You’ll leave with an understanding of your board type and ability for strategic capacity. You’ll also learn a proven way to take ideas into effective action through exemplary leadership communication, coordination and collaboration. This is an ideal session for your entire board and management team; they will walk away with a fresh perspective on why things happen the way they do and new options to consider.

Speakers are subject to change.

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