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March 06 - 11, 2016
Snake River Lodge
Jackson Hole, WY
Jim Bearden, CSP; leadership and accountability speaker, trainer, author; Bearden Resource, Austin, Texas
Closing the Gaps Between What Sounds Good and What Gets Done
From military officer to corporate executive, Bearden has learned why some people step up and others don't. An advocate for the heroic effort, Bearden helps leaders close the gap between what sounds good and what gets done: he works with companies to unleash the heroes in your midst.
Bearden’s many rich life experiences form the basis for his anecdotes, his humor and, most importantly, the insights he shares to create hero-friendly environments:
One of fewer than 500 speakers to earn the prestigious Certified Speaking Professional designation from the National Speakers Association, Bearden has been a professional speaker for 28 years. During that time he has conducted training and delivered presentations for corporate audiences, trade and professional associations and government agencies in the U.S., Canada and Mexico.
Dr. Bill Conerly, consultant, Conerly Consulting, LLC, Portland, Ore.
The Economic Outlook: New Opportunities and Risks in the Evolving Business Cycle
Dr. Conerly connects the dots between the economy and business decisions. He has the unique combination of a Ph.D. in economics from Duke University and over 30 years experience helping companies adapt to changing economic conditions. He was formerly senior vice president at First Interstate Bank and held positions in economics and corporate planning at two Fortune 500 corporations. Dr. Conerly was awarded the Chartered Financial Analyst designation in 1999.
Companies have used Dr. Conerly’s expertise to help with decisions regarding capital expenditures, inventory levels, expansion into new markets, pricing, business models and financial structure. As a diagnostician, he sometimes identifies opportunities and challenges that require additional expertise, at which times he recommends a colleague to help his client.
Dr. Conerly is an on-line contributor to Forbes and the author of Businomics, a book about economics for business leaders. He is co-author of Thinking Economics, a multi-media high school economics curriculum used in 34 states.
He has been interviewed on the News Hour with Jim Lehrer, CNN and local television and radio stations across the country. He has been quoted in the Wall Street Journal, Fortune Magazine, and USA Today.
Dr. Conerly is chairman of the board of Cascade Policy Institute, a member of the Oregon Governor’s Council of Economic Advisors, and a Senior Fellow at the National Center for Policy Analysis.
Michael Daigneault, CEO and co-founder, Quantum Governance, L3C, Vienna, Va.
Topic Coming Soon
As the CEO of Quantum Governance, Daigneault brings more than 30 years of experience as a thought-provoking consultant, dynamic speaker and an engaging retreat facilitator. He regularly works with the leadership of nonprofits, credit unions, foundations, businesses and more to improve the effectiveness of their governance and leadership efforts. In particular, he has worked with such organizations to advance their governance practices, strategic ideas, boards of directors, board meetings and committee structures. He has provided governance direction, strategy and facilitation services to boards, executive committees and governance committees – as well as to senior executives worldwide.
In addition, he has worked closely with corporate clients such as Capital One, Con Edison, Credit Suisse, Morgan Stanley, Target and Time Warner to develop cutting-edge community involvement, philanthropic and leadership development programs centered on the training of executives and employees to more effectively execute their roles as members of nonprofit boards.
His workshops and seminars for corporate executives have been extremely well received.
Daigneault is a nationally-recognized conference speaker, having presented for a variety of organizations, including: Board Source, The Conference Board, CUES, The Ethics Officers Association and Independent Sector, among others.
With his colleagues and staff, Daigneault provides a full range of targeted training opportunities in the form of customized seminars, workshops, retreats and keynote speeches. He is an expert on topics such as governance, ethics and strategic planning for businesses, credit unions, nonprofits, associations and governmental entities.
He has published articles on these topics for a wide variety of trade journals and magazines, including.
Previously, he served as president of the Ethics Resource Center (ERC) – the nation’s oldest, independent ethics center. During his tenure, the organization launched the ERC Fellows Program; developed ethics centers in the United Arab Emirates, South Africa and Colombia; and spearheaded the re-birth of the National Business Ethics Survey. Additionally, the organization worked with leading institutions including Lockheed Martin Corporation, the Society for Human Resource Management and the World Bank Group.
Prior to becoming the president of the ERC, Daigneault was the founder and president of Ethics, Inc., a private consulting and training firm specializing in business ethics for the private, nonprofit and public sectors. Previous to that, Daigneault was the executive director of the American Inns of Court Foundation, a national nonprofit dedicated to enhancing the skills, ethics, civility and professionalism of judges and lawyers.
Daigneault is a three-time graduate of Georgetown University, holding a B.A. from the College of Arts & Sciences where he was the top graduate in Philosophy; a J.D. from the Law Center; and a Master’s Degree in Law from the Law Center. He was the first person to graduate from the Georgetown University Law Center with a Masters in Law with a concentration in Legal Ethics and Professional Responsibility.
Dr. Michael Hudson, founder and principal, Big Idea Guru, LLC; Rehoboth Beach, Del.;
Mastering Execution—How Critical Decisions Drive Your Strategic Success
A credit union member since before he could walk, Dr. Hudson is a frequent speaker at credit union conferences and conventions. He serves as a trusted advisor to many individual credit unions across the country, helping them identify and implement growth strategies, design and deliver leadership improvement programs, and create and conduct culture building initiatives.
From age seven when he started his first business selling gifts and greeting cards door-to-door from his bicycle in a small rural community, through his 10 year stint as a college professor in the Big Ten and the Ivy League, to his more recent experiences working with business leaders from across the continent, Dr. Hudson has always been a student of ideas and a believer that the real value of ideas is revealed only when they are translated into actions that produce results.
Since 1984 he has worked with over 1,000 growing businesses, government agencies, and non-profit organizations in a broad spectrum of industries. These diverse experiences, combined with his voracious appetite for knowledge and his distinctive ability to uncover new approaches allow him to create and deliver customized programs, products, and services that speak directly to the real world issues credit unions face every day.
Dr. Hudson is able to connect with people at all levels of business and gain their individual perspectives and insights, then weave them into an integrated approach that adds value to the credit union. He engages, enthuses, and energizes his clients by challenging them to discover and reveal the true potential of their credit union and their people. Combining his knowledge of diverse industries with his awareness of popular trends and approaches he guides his credit union clients to define and capture their unique position in the marketplace.
David D. Ritter, CVA, MBA; shareholder, Doeren Mayhew, Strategic Advisory Group; Troy, Mich.
Proactive Strategic Merger Plans for Your Credit Union
Ritter is a shareholder in the Strategic Advisory Group at Doeren Mayhew. Working alongside domestic and international companies, he is known for providing financial analysis to help businesses build strategies and move quickly towards their goals.
Ritter provides a multitude of advisory services to clients, including mergers and acquisitions guidance, business valuation and strategic planning. From prospecting merger opportunities for clients, to establishing effective financial and operational negotiations for new business, to deal closing and post-merger integration, he is completely hands-on in the entire merger and acquisition process.
Ritter also helps clients understand the true value of their business through a wide range of investment, branch, goodwill, mortgage rights and financial valuation services.
Whether he is establishing a well-planned business strategy, providing his expertise on financial modeling, or delivering project management budgeting and forecasting, venture capital fund raising, due diligence or financial analysis services, clients can find confidence in knowing Ritter’s experience and adaptability will lead to a successful outcome for their business ventures.
A well-rounded strategic and M&A advisor, Ritter successfully applies his advisory skills abroad while working within the firm’s international arm, Doeren Mayhew Moore Stephens.
Doug Samuels, president/CEO, Space Coast Credit Union; Melbourne, Fla.
Mastering Execution—How Critical Decisions Drive Your Strategic Success
Doug Samuels has been President/CEO of Space Coast Credit Union in Melbourne Florida for the past 18 years, and has been a leader within the credit union industry for over 28 years.
Before becoming CEO, Doug was an executive in the Information Technology realm, and he is one of the rare examples of an executive making the transition from the IT area into the CEO position, and Doug attributes much of his success as CEO to his background in IT.
Through Doug’s leadership, he has built strong management teams that have taken an unconventional and somewhat unorthodox approach in their strategies and operations, resulting in a culture of high accountability, performance and internal excellence. This culture has resulted in very solid member response and excellent financial results.
This strength was severely tested in 2009, when Space Coast Credit Union involved itself in the assessment, merger and resolution of the catastrophic failure of Eastern Financial Florida Credit Union - the largest credit union failure in the history of the credit union movement.
The ensuing five years was an incredible endeavor to first survive and then to flourish through this unprecedented undertaking.
The resultant recovery has been remarkable, as SCCU has emerged as a transformed and strengthened organization – forged and tested through one of the most complex leadership challenges during the worst economic climate in generations.
Through extensive experience, Doug possesses knowledge and perspective that is valuable to executives and Board members in these challenging and uncertain times pertaining to topics such as: Board and management collaboration, leadership under stress, partnerships with regulators, managing and directing legal resources, developing leadership talent during crises, cultural changes in disparate work forces, courageous decision-making, pushing initiative to the lowest levels and overall leadership lessons learned from mistakes made.
Doug received his BBA and MBA at Idaho State University.
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