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CUES Symposium: A CEO/Chairman Exchange

February 01 - 05, 2015

Caribe Hilton
San Juan, PR

Your price:

Nonmember$3,300.00

CUES Member$1,650.00

Director Member$1,650.00

Schedule

Sunday, February 1

TBD Super Bowl Party
Monday, February 2
7:00–8:00 a.m.. Breakfast Buffet
8:00–8:15 a.m. Welcome to Symposium
8:15–10:00 a.m. General Session – Jay Baer, Youtility
10:00–10:20 a.m. Networking Break
10:20 a.m.–Noon General Session continues
Lunch On your own
12:30–5:00 p.m. Optional Event – Photographic Treasure Hunt
(separate registration required; event includes lunch)
4:45–9:45 p.m. Kayaking in Bioluminescent Bay
(separate registration required)
Tuesday, February 3
7:00–8:00 a.m. Breakfast Buffet
8:00–9:30 a.m. Breakout Sessions
Doug Nielsen, The Core Connected Leader: Unleashing Your Inner Power
Richard Powers, The Tone at the Top–Strong Ethics Make Strong Credit Unions
Sarah Robinson, Fierce Loyalty: Unlocking the DNA of Wildly Successful Brand Communities
9:30–9:45 a.m. Networking Break
9:45–11:00 a.m. Breakout Sessions continue
11:00–Noon Open Forum Sessions
  • CEO Session
  • Chairman Session
Lunch On your own
12:15–4:30 p.m. Rainforest Tour 
(separate registration required, lunch included)
12:30–4:30 p.m. Bacardi Tour and Lunch at Raices
(separate registration required, lunch included)
4:45–9:45 p.m. Kayaking in Bioluminescent Bay
(separate registration required)
Wednesday, February 4
7:00–8:00 a.m. Breakfast Buffet
8:00–9:30 a.m. Breakout Sessions
Doug Nielsen, The Core Connected Leader: Unleashing Your Inner Power
Richard Powers, The Tone at the Top–Strong Ethics Make Strong Credit Unions
Sarah Robinson, Fierce Loyalty: Unlocking the DNA of Wildly Successful Brand Communities
9:30–9:45 a.m. Networking Break
9:45–11:00 a.m. Breakout Sessions continue
11:00–Noon Open Forum Sessions
  • CEO Session
  • Chairman Session
Lunch On your own
12:15–6:00 p.m. Optional Event – Catamaran Sail Adventure 
(separate registration required; event includes lunch)
Thursday, February 5
7:00 – 8:00 a.m. Breakfast Buffet
8:00 – 9:30 a.m. Breakout Sessions
Doug Nielsen, The Core Connected Leader: Unleashing Your Inner Power
Richard Powers, The Tone at the Top–Strong Ethics Make Strong Credit Unions
Sarah Robinson, Fierce Loyalty: Unlocking the DNA of Wildly Successful Brand Communities
9:30 – 9:45 a.m. Networking Break
9:45 – 11:00 a.m. Breakout Sessions continue
11:00 a.m.
Symposium Concludes

 

Sessions

Opening Keynote

Youtility
Jay Baer, marketing strategist, best-selling author and president, Convince & Convert

Smart marketing is about help, not hype. If you’re wondering how to make your company seem more exciting, you’re asking the wrong question. You’re not competing for attention only against other similar products. You’re competing against your customers’ friends and family and viral videos and cute puppies. To win attention these days you must ask a different question: “How can we help?”

Youtility is Baer’s most popular and powerful presentation. It’s a smash hit because it’s relevant, resonant, practical, funny and true. He delivers a new approach that cuts through the clutter—marketing that is truly, inherently useful. If you sell something, you make a customer today, but if you genuinely help someone, you create a customer for life.

Filled with dozens of real-world examples, this hilarious and powerful presentation will fundamentally change the way you think about your business, and is based on the New York Times best-selling business book, Youtility: Why Smart Marketing is About Help not Hype.


The Core Connected Leader: Unleashing Your Inner Power
Doug Nielsen, CSP, MSW, LCSW, professional speaker, author, performance interventionist, coach and psychotherapist

In the current workplace environment, leaders are distracted by too many demands, too many emails, too many choices. At the end of the day, this often leads to feelings of emptiness, lack of fulfillment, and disconnectedness.

To combat this trend, leaders must shift from merely solving problems to leading from their personal core. A leader who is “core connected” knows what matters most, creates a culture of trust, engagement and connection, and consistently guides their people to love what they do, be engaged, perform at their peak, and pursue continual improvement.

This workshop will introduce you to a brass tacks method to keep you motivated, focused, and centered as a leader. Nielsen will show you how to use principles of neuro-science to make better choices based on what really matters most and create an agile culture that seizes opportunities for growth and engagement.


The Tone at the Top–Strong Ethics Make Strong Credit Unions
Rick Powers, senior lecturer, faculty-at-large, Rotman School of Management and CUES Governance Leadership Institute

Credit unions, like most other businesses, base their reputations on providing professional, accurate, honest and friendly service, and advice to their customers. Organizations steeped in those characteristics maintain a loyal customer base and build their operations around the needs and requirements of their many clients. Sound ethical policies and behaviors are critical in these environments; the damage that unethical conduct can cause to the reputation of a credit union, large or small, can be devastating.

Many leaders take ethical behavior for granted—they act ethically, and they assume those reporting to them will do the same. But as we know, this is not always the case. So how does a credit union instill a culture of ethical behavior? What policies help remind and maintain ethical leadership? Where are there “grey” zones, and how do we manage the organization’s reputation when a crisis in ethics arises?

Through active case analysis and discussion, we’ll explore the connection between the board and management in the promotion of an ethical work environment, and the role each plays when questions of unethical behavior arise.


Fierce Loyalty: Unlocking the DNA of Wildly Successful Brand Communities
Sarah Robinson, business strategist, speaker and author, Fierce Loyalty: Unlocking the DNA of Wildly Successful Communities

Building communities of fiercely loyal brand ambassadors is one of the hottest marketing topics today. Businesses large and small know that this is the secret to success, especially during turbulent economic times.

Yet, many business leaders are missing a real-world model for creating and sustaining this kind of thriving community.

Drawing on her market research as well as her direct experience architecting communities for various organizations, Robinson has created a specific, easy-to-understand model that de-mystifies this seemingly complex process, and gives companies a roadmap for building fiercely loyal communities.

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