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Execu/Summit®

March 06 - 11, 2016

Snake River Lodge
Jackson Hole, WY

Your price:

Nonmember$3,195.00

CUES Member$2,095.00

Director Member$2,095.00

Schedule

The conference begins on Sunday, March 6 at 5:00 p.m. with a welcome reception and registration. Breakfast is served Monday through Friday at 7:00 a.m., with sessions immediately following at 7:30 a.m. After morning sessions, we’ve included ample break time so you can network and explore the area. On Monday, Tuesday, and Thursday, we’ll meet to continue sessions in the late afternoons. The conference concludes at 9:30 a.m. on Friday..

Sunday, March 6

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

Monday, March 7

7:00–7:30 a.m. Breakfast
7:30–8:00 a.m. Introduction and CUES updates
8:00–9:30 a.m. Closing the Gaps Between What Sounds Good and What Gets Done, Jim Bearden, CSP, leadership and accountability speaker, trainer, author, Bearden Resource Group
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. Closing the Gaps Between What Sounds Good and What Gets Done  continues
Tuesday, March 8
7:00–7:30 a.m. Breakfast
7:30–9:30 a.m. Mastering Execution--How Critical Decisions Drive Your Strategic Success, Dr. Michael Hudson, president, Credit Union Strategy & Doug Samuels, president/CEO, Space Coast Credit Union
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. Mastering Execution--How Critical Decisions Drive Your Strategic Success continues
Wednesday, March 9
7:00–7:30 a.m. Breakfast
7:30–10:30 a.m. The Economic Outlook: New Opportunities and Risks in the Evolving Business Cycle, Dr. Bill Conerly, economist, Conerly Consulting LLC
10:30 on Free time
Thursday, March 10
7:00–7:30 a.m. Breakfast
7:30–9:30 a.m. Proactive Strategic Merger Plans for Your Credit Union, David Ritter, shareholder, Doeren Mayhew, Strategic Advisory Group
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. Proactive Strategic Merger Plans for Your Credit Union continues
Friday, March 11
7:00–7:30 a.m. Breakfast
7:30–9:30 a.m. Building a Constructive Partnership:  Aligning Your Board & Executive Team for Effective Strategic Execution, Michael Daigneault, chief executive officer & co-founder Quantum Governance, L3C
9:30 a.m. Execu/Summit concludes


Sessions

Closing the Gaps Between What Sounds Good and What Gets Done
Jim Bearden, CSP; leadership and accountability speaker, trainer, author; Bearden Resource, Austin, Texas

Organizational culture is an intangible, but very real—and powerful—phenomenon. Most organizations hold up their mission statements or core values as evidence of the cultures they have. Unfortunately, most such documents have two characteristics in common:

  • They all sound good
  • They have little or no impact on employee behavior


Want to take your credit union’s performance to the next level? In this upbeat, interactive workshop, you won’t hear any platitudes or theories. Instead, Jim Bearden will identify, describe and provide practical examples of specific leadership behavior for “Closing the Gaps Between What Sounds Good & What Gets Done.”


Mastering Execution—How Critical Decisions Drive Your Strategic Success

Dr. Michael Hudson, founder and principal, Big Idea Guru, LLC; Rehoboth Beach, Del.; and, Doug Samuels, president/CEO, Space Coast Credit Union; Melbourne, Fla.

The gap between strategy and execution often compromises results. That leads people to doubt the value of defining a longer-term strategy and pushes them to focus on shorter-term goals and objectives.

The problem is not that the strategy was wrong, but rather that critical decisions were not made and strategy was compromised. We'll explore the reasons that occurs and use a case study of how one credit union mastered execution to create breakthrough results by making (and sticking with) critical decisions.


The Economic Outlook: New Opportunities and Risks in the Evolving Business Cycle

Dr. Bill Conerly, consultant, Conerly Consulting, LLC, Portland, Ore.

Dr. Conerly provides credit union leaders with the tools that they need to manage in an uncertain economy.

He first presents the economic outlook with an emphasis on the risks that lie ahead. He then offers credit union leaders specific methods for dealing with this uncertainty. This unique presentation builds on Dr. Conerly’s expertise in economics as well as his many years of experience helping businesses navigate uncharted economic waters.


Proactive Strategic Merger Plans for Your Credit Union

David D. Ritter, CVA, MBA; shareholder, Doeren Mayhew, Strategic Advisory Group; Troy, Mich.

Someone's sitting in the shade today because someone planted a tree a long time ago.”
― Warren Buffett

As a consequence of today’s competitive financial industry, mergers offer a viable solution to credit unions. Intimidating to some–the merger process requires vision, cultural awareness, risk management skills, financial valuation data, business model sustainability, attainable economies of scale to achieve growth and enhanced stakeholder value.

Join this working session to learn the critical factors to creating a valuable merger strategy to key stakeholders, how to overcome the hurdles along the way and position the combined entity for success in the future. Area of focus will include:

  • Strategic planning/prospecting: Create a plan based on strategic fit and focus—how can we strengthen a partner and in turn, how can a partner strengthen us in terms of member and stakeholder value
  • Collaboration, Structure, and Negotiation: Building relationships with potential partners, negotiating the key merger negotiation hurdles, considerations to the letter of and intent, merger agreement, and employment agreements
  • Financial Considerations: Due diligence considerations, fair valuation, and financial projections for capital preservation
  • Merger Regulatory Requirements: Regulatory Merger Packet (Federal and State), member vote, Hart Scott Rodino anti-trust filing
  • Merger Integration: Planning, decision making, and communication



Topic Coming Soon 

Michael Daigneault, CEO and co-founder, Quantum Governance, L3C, Vienna, Va.

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