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CUES Symposium: A CEO/Chairman Exchange

January 31 - February 04, 2016

Grand Wailea, A Waldorf Astoria Resort
Wailea, Maui, HI

Your price:


CUES Member$1,850.00

Director Member$1,850.00


Schedule at a Glance

  • A Welcome Reception for the attendee and their guest kicks the conference off at 5:00 p.m. on Sunday
  • Mornings start at 7:00 a.m. with a breakfast buffet; learning sessions end each day at noon
  • The afternoons and evenings are left open for your team to explore the area and participate in team-building activities
  • Conference concludes on Thursday, February 4, at 11:00 a.m.


General Session

When Millenials Take Over: What it Takes to Attract the Future of your Members and Employees

Jamie Notter and Maddie Grant, founding partners, Culture That Works, LLC

Learn how to attract millennials in a way that will drive your success moving forward. Notter and Grant will explore research and case studies from Grant’s latest book, which illustrates the important role millennials play as decoders of key changes happening in the business world today.

Part I: The Surprising Truth About Attracting Millennials

In our conversations about millennials, we tend to end up either frustrated with their shortcomings, or desperate to find the right ways to attract and retain them as employees, customers, and members—but either way we’re confused.

Notter will help you cut through that confusion and learn how to become relevant to this important generation. Citing case study research from organizations that have successfully cracked the code on both performance, Notter will explore the four key capacities credit unions must develop in their cultures in order to connect effectively to millennials, and succeed in the digital age.

Part II: Shaping A Culture That Makes Sense to Millennials

Notter and Grant will dig deeper, offering practical advice on what organizational culture is and how to shape it, as well as exploration of specific changes you need to make to become more digital, clear, fluid, and fast. Participants will be able to complete a quick assessment to see where their organization stands in these critical capacities.


Breakout Sessions

The Agile Credit Union

Steve Williams, principal, Cornerstone Advisors, Inc.

Consolidation is forcing credit unions to reach greater operating scale, yet even the largest credit union in America is only 3% the size of the too-big-to fail national banks. To remain competitive and fulfill their mission, credit unions must leverage agility as a competitive advantage. In this session, Williams will guide attendees through a tour of the credit union organization of the future, and discuss how best practice players are bringing agility into their strategic planning, technology and delivery channel development, marketing and risk management.

Williams will also provide an assessment tool for chairs and CEOs to gauge how well positioned their credit union is for an agile future.

Credit unions have a wonderful opportunity to outmaneuver the giants with quick thinking and quick execution–join us in starting this strategy journey for your credit union.

Strategic Execution

Kathy Pearson, Ph.D., president, Enterprise Learning Solutions

Join Pearson in this interactive session as she debunks the top five myths of strategic execution, and shares current research on the best ways to give your strategy wings. Pearson will also define the relationship between strategy and execution, and discuss the barriers to and best practices of strategic execution.

The Coaching Habit

Michael Bungay Stanier, Senior Partner, Box of Crayons

Good intentions aren’t enough. As a leader, you know the value of developing coaching skills–coaching can increase focus and capacity, reduce overwhelm and dependency, and drive both engagement and impact. Even with the best of intentions, today’s time-strapped managers and leaders often find themselves defaulting to a limited old-school management approach—tell them rather than ask them, solve it for them rather than help them figure out—perpetuating bottlenecks and fire-fighting. This innovative session will share skills to improve communication and a range of practical next-day-ready coaching tools to increase focus, engagement, and impact.

Dig Deeper with Roundtable Discussions

Our roundtable facilitators will lead the way and guide attendees in transforming what they learned at sessions into practical, valuable ideas they can implement when they return home.

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