Network with Your Peers
CEO Institute I Attendees by Title
Traditional investments are coming due with high levels of liquidity. With interest rates demonstrating all-time low returns and a large influx of deposits emerging during these challenge times, what is your credit union to do with the excess cash on hand?
With predictions for declines in lending and other fee income said to continue well into the future, what can your credit union do to utilize alternative sources of income, as blessed by the the NCUA and are consistent with market-driven returns, to generate potentially better returns with additional risk?
Regardless of what happens, the show must go on...
For virtual education support, review these helpful steps and frequently asked questions.
Brooks Berardi
Executive Benefits Specialist
CUNA Mutual Group
Brooks is an executive benefits specialist for CUNA Mutual Group, a
company that specializes in the strategic program design, implementation, financing and administration of executive benefits programs, as well as funding solutions tailored to credit unions for employee benefits and charitable donations.
Brooks works with credit unions in the West Region and brings over 11 years experience in the financial services industry. Prior to joining CUNA Mutual Group, he was a Senior Internal Wholesaler with MetLife Investors. He was also a Registered Investment Advisor and Life Insurance Agent within a high net worth boutique investment advisory firm in Portland, Oregon.
Brooks holds a Bachelor of Science in Business Administration and a minor in Economics from the University of Oregon. He is FINRA securities registered and holds life, health and variable annuity licenses.
This webinar playback is available to all CUES members as a benefit of your membership.
Thursday, October 15
1:00 - 2:00 p.m. Central Time
Presenters: Darlene Dumont, DBA; Deedee Myers, Phd, MSA, PCC; Peter Myers, MSC, PCC
*Note: This Webinar contains three 15-20 minute sessions focused on different topics
These are three separate webinars that will be held in one, one-hour time slot, each approximately 15-20 minutes long. Below are the descriptions and takeaways for each topic covered.
The vision for our workforce changes every few months and the industry has a new language and context for understanding the needs of our employees. Unbounded workforces and multiple versions of hybrid work-location models are new to C-Suite conversations across many industries. The workforce conversation is one we all need to be aware of in a continual learning mode. Your DDJ Myers sessions hosts suggest adding the topic of strategic workforce analysis (SWA) to your strategic planning conversations with a fresh perspective, rich open-ended questions, and the knowledge that you will be positively inspired by ideas on caring for employees who care for your members.
Actionable information regarding workforce considerations for the future is the session focus, which includes a deeper dive into many generative questions. Which workforce hybrid model is best? Which roles can or should be 100% remote? What organizational changes need to be made to support a remote workforce? What options are available to cultivate informational cultural interactions in a remote situation? How many employees will be needed in five years (or ten), assuming we retain our current growth? What new leadership practices support a hybrid workforce? How does goal setting integrate into a hybrid-located organization with employees caring for children and home-schooling?
Key Takeaways:
These are exciting times for boards and how they lead! Boardroom conversations have changed in recent months to focus on the immediate priorities of supporting the membership and persevering as an organization. In some ways, the pressure of the global pandemic is highlighting the need for focused skill development, long-term philosophical (re)alignment, and actionable succession plans that focus on development at the governance level. Beyond the urgent lies the strategic opportunity...but where to start?
During this webinar, DDJ Myers will present credit union research findings among eight best-practice governance categories and directors’ assessed technical skills against benchmark requirements. Within the details of the data, micro-habits and skill concentrations are revealed to make a macro-level impact on a self-governing fiduciary body. The good news is, most boards identify low hanging fruit that has an immediate impact on increasing the board's sense of accomplishment.
Key Takeaways:
Numerous CEO shifts this year directly impact potentially outdated compensation philosophies related to creating a rewards package to retain and reward a newly hired or promoted CEO. Unfortunately, CEOs are often unsure of their performance metrics, short-term incentives, long-term incentives, and retirement package a year or more after they assume a CEO role. The impact is a lack of clarity on success factors between the Board and CEO, which inevitably transfers and translates to a less-than-adequate clarity of priorities and actions within the executive and management ranks.
The best outcome is a strategically oriented compensation philosophy and game plan to align performance expectations and compensation components to the needs of the organization in an effective and expeditious manner.
Key Takeaways:
Darlene Dumont, DBA
Dr. Darlene Dumont is a champion of culture transformation who uses empowering and engaging action research with her clients. Darlene has over 30 years of diverse business experience with demonstrated results in organizational transformation, executive coaching, systems thinking using Lean scientific problem-solving, strategy deployment, strategic workforce design, curriculum design, project management, change management, innovation, and organizational design. Darlene is a retired officer of the Air Force/Air National Guard and a Lean sensei, and she has worked as a public accountant. She completed her Doctorate of Business Administration and is a member of the DDJ Myers team and a faculty member of the Lean Enterprise Institute.
Deedee Myers, Phd, MSA, PCC
Deedee is known for being a thought and practice leader in the field of transformative change and organizational evolution for people and organizations. Her work with boards, executive teams, and staff inspires organizations to adopt evolutionary yet pragmatic communication and behavioral practices that add sustainable, intrinsic value. Deedee is widely known for evolutionary strategic planning, deep-seated succession planning from emerging leaders through board levels, generative board practices, and advancing leadership presence and execution so that individuals, teams, and organizations can access untapped potential. She contributes to advancing leadership through frequent speaking engagements, articles, and blogs. Deedee has a master’s degree in organizational development, a PhD in human and organization development, and a master’s level in somatic coaching; she also holds a professional certified coach accreditation in coaching from the International Coaching Federation.
Peter Myers, MSC, PCC
Peter facilitates professional development programs for executives and management teams, succession planning processes for boards and CEOs, and strategic planning engagements for credit unions nationwide. Weaving together strategy development, critical thinking, and employee engagement to bridge the talent and execution gap is his specialty. Peter works with teams and boards on a daily basis to unlock and leverage their organizational, team, and individual potential. He also co-leads a CEO readiness and talent development program for credit union executives pursuing their next level of career potential and has been a teacher in the award-winning NWCUA/DDJ Myers Emerging Leaders Program since its inception in 2012.
This playback is only available to logged in Unlimited and Unlimited+ Members.
This playback is only available to logged in Unlimited and Unlimited+ Members.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Set your credit union up for a successful future.
“Business as usual” stops here. Reflect on your credit union’s goals and direction in a setting that’s uniquely suited to high-level thinking.
This one-of-a-kind conference combines an innovative agenda, expert speakers, phenomenal networking opportunities and a spectacular location…all working together to create a transformative experience. Your day will begin with morning sessions, and the afternoons will provide plenty of time to explore and take part in an endless number of outdoor activities.
Learn more about each session by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org. Register today!
Subscribe to receive more information on Execu/Net.
As we begin to move out of the pandemic, credit unions will be relying on strong boards at the helm—don’t miss this limited-seating, in-person opportunity to examine important future-focused topics with your fellow directors!
Registration & Welcome Reception
4:30 – 6:30 p.m.
Breakfast
6:45 – 7:30 a.m.
Welcome and Announcements
7:30 – 7:45 a.m.
General Session
7:45 – 9:15 a.m.
Culture Alignment: A Powerful Methodology for Engaging and Retaining Today’s Talent
Natalie Baumgartner, Partner and Chief Research Officer at Contemporary Leadership Advisors (CLA)
Research shows that culture, or how things are done inside your organization, serves as a powerful glue in attracting engaging and retaining talent in today’s evolving business landscape. The key to a high-performing culture is ensuring that your company values are data informed, well understood, uniquely described, and rigorously aligned with the business processes that drive your employee experience (i.e. selection, development, recognition etc.). In this interactive session, you will spend time with Dr. Natalie Baumgartner learning an elegant and effective methodology that elevates engagement, retention, and attraction of best-in-class talent. Discover how to leverage this technique to understand and align your unique culture and organization to drive optimal employee and business outcomes - regardless of the "where, how, and when" of today's workforce.
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
11:10 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon
On-your-own optional activities
Breakfast
6:45 – 7:30 a.m.
General Session
7:30 – 9:15 a.m.
Charting the Course: Mastering Strategy and Organizational Change Leadership
Caroline Johnson, Author, Speaker, & Consultant
In an era of rapid change and evolving market landscapes, credit union leaders must possess a strategic vision and plan to steer their organizations toward sustained success. Join us for an engaging and interactive workshop, "Charting the Course," designed to equip CEOs, senior executives, and board members with the tools and insights needed to navigate the complexities of today's financial ecosystem.
Explore the pillars of strategic leadership, including strategic positioning, future sustainability, overcoming organizational resistance to change, effective change strategies, and phases of organizational change. Through dynamic discussions, hands-on exercises, and group simulations, participants will gain a deep understanding of how these elements intersect to shape organizational strategy and drive competitive advantage.
Ultimately, you'll learn to anticipate and respond to industry disruptions, seize emerging opportunities, and position your credit union for long-term viability and growth. Whether you're charting a new course or refining your existing strategy, this workshop will empower you to lead with confidence and foresight in an ever-changing world. Together, we'll chart the course of strategic change, forging a path toward lasting success and impact.
Networking break
9:15 – 9:30 a.m.
General Session
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General Session
11:10 – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon
On-your-own optional activities
Breakfast
6:45 – 7:30 a.m.
General Session
7:30 – 9:15 a.m.
Assessing Your EI and How It Affects Your Organization
Jack Mizrahi, Executive Coach & Lecturer
In today’s business climate, the path to organizational excellence is more challenging than ever. Whether it is evolving workplace demographics and logistics, inflationary pressures, employee hiring, motivation and retention, the need for agile and servile leadership is critical. The foundation of this leadership philosophy is Emotional Intelligence (EI). In this session, you will assess and understand your level of EI, how it impacts you and your organization and the available tools to transform and elevate your organization to the highest levels of excellence.
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
11:10 a.m. – 12:00 p.m.
Execu/Net concludes
12:00 p.m.
The Summit at Big Sky
50 Big Sky Resort Road
Big Sky, MT 59716
800.548.4486
CUES has reserved a limited number of rooms at the Big Sky Resort at the discounted rates below for single/double occupancy. To make hotel reservations, book online or call the reservations line at 800.548.4486, option 2. Be sure to mention CUES Execu/Net 2024 to receive the group rate.
Huntley 2 Queen Mountain View | $219 |
Huntley 2 Queen, Queen/Twin Bunk Loft | $269 |
Summit Queen Studio | $289 |
Summit 2 Queen | $339 |
Summit 1 King | $364 |
Summit Mobility Accessible King | $364 |
The rate is good from Friday, August 16, 2024, through Friday, August 23, 2024, while availability exists within the block. If you are interested in coming early or staying longer, please call 800.548.4486 to check availability within or outside the CUES block.
Room rates and availability are not guaranteed, so CUES recommends making your reservations early. The discounted CUES rate will expire when the block is full or on Tuesday, July 16, 2024, whichever happens first. The hotel offers great amenities, discounted rates, and the best networking opportunities available. Staying within the CUES room block will help keep registration prices down.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the program (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 5:00 p.m. and check-out is at 11:00 a.m.
A credit card is required to guarantee your reservation. A one-night room & tax deposit will be due at the time of booking. Any individual guest reservation cancelled within 30 days of arrival date (on or after July 16, 2024) will forfeit a deposit equal to one night stay plus tax (including resort fee for one night).
The 10% resort service fee includes the following amenities:
Click here for all the various ground transportation options available at the airport.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number OSMB44A when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
Self-parking is available at no cost on property.
Execu/Net explores critical industry topics in-depth. Be sure to send your CEO, senior executives, board chair, directors and supervisory committee members.
We all know taking breaks, exercising, and connecting with nature can aid learning and retention. Unfortunately for many of us, getting away—even for a few minutes—is easier said than done.
Enter CUES Execu/Net, with a schedule ready-built to aid learning and help you take your organization from where it is now to where you want it to be:
Your registration fee includes:
Right here! It contain everything you need to know about attend this event, including:
Yes! Execu/Net meets the following standards:
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
CUES offers a meal plan for the guests of attendees. The cost of the meal plan is $350, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
A truly unique, can’t-miss event for those wanting to set themselves and their CU up for success.
Learn to address organizational level issues and strengthen their contributions to the CU.
An in-depth look at how emerging technologies can optimize board performance and give you an edge.
Set your credit union up for a successful future.
“Business as usual” stops here. Reflect on your credit union’s goals and direction in a setting that’s uniquely suited to high-level thinking.
This one-of-a-kind conference combines an innovative agenda, expert speakers, phenomenal networking opportunities and a spectacular location…all working together to create a transformative experience. Your day will begin with morning sessions, and the afternoons will provide plenty of time to explore and take part in an endless number of outdoor activities.
Learn more about each session by visiting our “Agenda” tab. Questions? Contact us or email events@cues.org. Register today!
Subscribe to receive more information on Execu/Net.
As we begin to move out of the pandemic, credit unions will be relying on strong boards at the helm—don’t miss this limited-seating, in-person opportunity to examine important future-focused topics with your fellow directors!
Registration & Welcome Reception
4:30 – 6:30 p.m.
Breakfast
6:45 – 7:30 a.m.
Welcome and Announcements
7:30 – 7:45 a.m.
General Session
7:45 – 9:15 a.m.
Culture Alignment: A Powerful Methodology for Engaging and Retaining Today’s Talent
Natalie Baumgartner, Partner and Chief Research Officer at Contemporary Leadership Advisors (CLA)
Research shows that culture, or how things are done inside your organization, serves as a powerful glue in attracting engaging and retaining talent in today’s evolving business landscape. The key to a high-performing culture is ensuring that your company values are data informed, well understood, uniquely described, and rigorously aligned with the business processes that drive your employee experience (i.e. selection, development, recognition etc.). In this interactive session, you will spend time with Dr. Natalie Baumgartner learning an elegant and effective methodology that elevates engagement, retention, and attraction of best-in-class talent. Discover how to leverage this technique to understand and align your unique culture and organization to drive optimal employee and business outcomes - regardless of the "where, how, and when" of today's workforce.
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
11:10 a.m. – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon
On-your-own optional activities
Breakfast
6:45 – 7:30 a.m.
General Session
7:30 – 9:15 a.m.
Charting the Course: Mastering Strategy and Organizational Change Leadership
Caroline Johnson, Author, Speaker, & Consultant
In an era of rapid change and evolving market landscapes, credit union leaders must possess a strategic vision and plan to steer their organizations toward sustained success. Join us for an engaging and interactive workshop, "Charting the Course," designed to equip CEOs, senior executives, and board members with the tools and insights needed to navigate the complexities of today's financial ecosystem.
Explore the pillars of strategic leadership, including strategic positioning, future sustainability, overcoming organizational resistance to change, effective change strategies, and phases of organizational change. Through dynamic discussions, hands-on exercises, and group simulations, participants will gain a deep understanding of how these elements intersect to shape organizational strategy and drive competitive advantage.
Ultimately, you'll learn to anticipate and respond to industry disruptions, seize emerging opportunities, and position your credit union for long-term viability and growth. Whether you're charting a new course or refining your existing strategy, this workshop will empower you to lead with confidence and foresight in an ever-changing world. Together, we'll chart the course of strategic change, forging a path toward lasting success and impact.
Networking break
9:15 – 9:30 a.m.
General Session
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General Session
11:10 – 12:00 p.m.
Lunch
12:00 – 1:00 p.m.
Afternoon
On-your-own optional activities
Breakfast
6:45 – 7:30 a.m.
General Session
7:30 – 9:15 a.m.
Assessing Your EI and How It Affects Your Organization
Jack Mizrahi, Executive Coach & Lecturer
In today’s business climate, the path to organizational excellence is more challenging than ever. Whether it is evolving workplace demographics and logistics, inflationary pressures, employee hiring, motivation and retention, the need for agile and servile leadership is critical. The foundation of this leadership philosophy is Emotional Intelligence (EI). In this session, you will assess and understand your level of EI, how it impacts you and your organization and the available tools to transform and elevate your organization to the highest levels of excellence.
Networking break
9:15 – 9:30 a.m.
General session continues
9:30 – 11:00 a.m.
Networking break
11:00 – 11:10 a.m.
General session continues
11:10 a.m. – 12:00 p.m.
Execu/Net concludes
12:00 p.m.
The Summit at Big Sky
50 Big Sky Resort Road
Big Sky, MT 59716
800.548.4486
CUES has reserved a limited number of rooms at the Big Sky Resort at the discounted rates below for single/double occupancy. To make hotel reservations, book online or call the reservations line at 800.548.4486, option 2. Be sure to mention CUES Execu/Net 2024 to receive the group rate.
Huntley 2 Queen Mountain View | $219 |
Huntley 2 Queen, Queen/Twin Bunk Loft | $269 |
Summit Queen Studio | $289 |
Summit 2 Queen | $339 |
Summit 1 King | $364 |
Summit Mobility Accessible King | $364 |
The rate is good from Friday, August 16, 2024, through Friday, August 23, 2024, while availability exists within the block. If you are interested in coming early or staying longer, please call 800.548.4486 to check availability within or outside the CUES block.
Room rates and availability are not guaranteed, so CUES recommends making your reservations early. The discounted CUES rate will expire when the block is full or on Tuesday, July 16, 2024, whichever happens first. The hotel offers great amenities, discounted rates, and the best networking opportunities available. Staying within the CUES room block will help keep registration prices down.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the program (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 5:00 p.m. and check-out is at 11:00 a.m.
A credit card is required to guarantee your reservation. A one-night room & tax deposit will be due at the time of booking. Any individual guest reservation cancelled within 30 days of arrival date (on or after July 16, 2024) will forfeit a deposit equal to one night stay plus tax (including resort fee for one night).
The 10% resort service fee includes the following amenities:
Click here for all the various ground transportation options available at the airport.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number OSMB44A when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
Self-parking is available at no cost on property.
Execu/Net explores critical industry topics in-depth. Be sure to send your CEO, senior executives, board chair, directors and supervisory committee members.
We all know taking breaks, exercising, and connecting with nature can aid learning and retention. Unfortunately for many of us, getting away—even for a few minutes—is easier said than done.
Enter CUES Execu/Net, with a schedule ready-built to aid learning and help you take your organization from where it is now to where you want it to be:
Your registration fee includes:
Right here! It contain everything you need to know about attend this event, including:
Yes! Execu/Net meets the following standards:
CUES is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors, through its website linked above.
CUES offers a meal plan for the guests of attendees. The cost of the meal plan is $350, and will include breakfast Monday-Wednesday, and lunch Monday and Tuesday.
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
A truly unique, can’t-miss event for those wanting to set themselves and their CU up for success.
Learn to address organizational level issues and strengthen their contributions to the CU.
An in-depth look at how emerging technologies can optimize board performance and give you an edge.
Seth Jaffe, General Counsel & VP/Incident Response Practice, LEO Cyber Security
Original Air Date: 12-11-2018
Members of the board of directors have the duties of care and loyalty to their credit union, duties that extend to cyber security as well. Several attendees of the 2018 CUES Execu/Net seminar asked for more information on what is required of a board member. Therefore, this follow-up session was set to discuss policies, programs, and protocols board members can put in place to protect the credit union and fulfill board member obligations regarding cyber security.
The playback of this webinar is available to all CUES members as a benefit of your membership.
Wednesday, November 18, 2020
Presenter: Bill Goedken, Founder and CEO, idea5 Strategies
This session offers "Strategic Thought" and "Strategic Issues" along with some predictions of how the Post-COVID landscape will be in 2021 and beyond. These insights are a cumulation of thoughts from different business leaders, CEO's of Financial Institutions, and national experts compiled for your consideration. Other trends using hard data will be shown. Bill Goedken himself has moderated or attended over 600 Strategic Planning sessions in his career spanning over 4 decades. He will share what he is "hearing on the street" from businesses and financial institutions in North America.
This 45-minute session offers insight from a subject matter expert and a live Q&A, offering the opportunity for the audience to interact via live chat questions.
For virtual education support, review these helpful steps and frequently asked questions.
Bill Goedken
Founder and CEO
idea5 Strategies
Bill Goedken is founder and CEO of idea5 Strategies, a nationwide financial institution consulting firm. Bill is an accomplished entrepreneur, author, volunteer, trusted business advisor, and a frequent speaker at conferences worldwide. He was the former founder and CEO of Profitstar, Inc., and the original inventor of the popular PROFITstar ALM model for financial institutions. Between Profitstar and his current firm of idea5 his firms had over 3000 financial institution clients representing over $1.5 Trillion in Assets. Bill was a volunteer (Vice Chair) at Westerra Credit Union in Denver, CO, and has served 10 years on the Board of Directors of American National Bank, a $3.5 billion (in assets) bank with locations in 3 states. He has either moderated or attended over 600 Strategic Planning sessions at banks and credit unions worldwide.
Bill holds dual BBA's in Accounting and Finance, MBA in Finance from the University of Iowa, and has CPA, CMA, and CGMA certifications. He is a past Chairman of the Credit Union Executives Society (CUES) Financial Suppliers Forum and has served on the board of directors for many not-for-profits.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Thursday, October 27
Presenters: Trace Ledbetter, EVP, State National; Loren Shelton, VP Insurance Solutions, State National
Presented by Trace Ledbetter and Loren Shelton, this discussion-based webinar will focus on how change can be a positive driver for innovation. Change does not have to mean looking at challenges as problems — with the right mindset, change can be the catalyst for incredible opportunities. See how State National as well as several credit unions in the company's Client Advisory Council adapted to this year of great change, and how they are approaching transitions that are sure to come in the future.
Trace Ledbetter
EVP
State National
Trace Ledbetter is Executive Vice President at State National Companies, where he directs and oversees delivery of all services and products for Lender Services, including customer relationship management, underwriting, and claims.
Loren Shelton
VP Insurance Solutions
State National
Loren Shelton is the V.P. of Insurance Solutions of State National Companies (SNC), a division of Markel Corporation. He manages the underwriting, claims, and new business implementations for a portfolio of over 6 million loans. With over 15 years’ experience, he has an extensive knowledge of SNC’s collateral protection products.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Tuesday, January 12, 2021
Presenter: Celeste Cook, CEO, cuStrategies LLC
Learn what you can do as a leader to lead and manage change more efficiently and effectively in uncertain and challenging times.
Organizational change is one of today’s most difficult leadership challenges especially when faced with a pandemic. Credit unions across the nation must find ways to lead and manage change as well as continual disruptions more efficiently and effectively. Successful credit unions must be quick and nimble in their efforts to be responsive to its members’ needs and the ever-changing environment internally and externally.
For virtual education support, review these helpful steps and frequently asked questions.
Celeste Cook
CEO
cuStrategies LLC
As a credit union industry strategist, Celeste provides strategic planning services, experienced consulting services, and expert training programs to the credit union industry. In addition to being a consultant and trainer, she is a keynote and motivational speaker with a dynamic and engaging style that have made her highly sought after within the credit union industry. Celeste has also served as an industry expert as well as a motivational and keynote speaker for credit union associations and leagues nationwide.
Along with being CEO of cuStrategies LLC, she has been involved in the credit union industry for more than 20 years and a professional speaker and trainer for 15 of those years–also working for a $1.6 billion credit union in Atlanta, Georgia, and working as a consultant and trainer with Rex Johnson of Lending Solutions Consulting.
Celeste’s expertise and training programs/schools in leadership, lending, collections, marketing/business development, and sales and service for credit unions have helped credit unions with assets ranging from $20 million to $2 billion. She brings her credit union expertise, experience, and proven strategies, which have fostered her credit union clients’ increases in membership growth, loan growth, and profitability. For instance, one credit union experienced 33% loan growth through consumer loans in 12 months using cuStrategies’ lending strategies. Celeste also increased loans by 215% in nine months through SEGs during her tenure in Business Development at MAX Credit Union in Montgomery, Alabama.
Celeste has a degree in business management and a Certification in Sales Leadership Strategies through the Credit Union National Association. She has been a contributor to industry publications such as CUinsight, Credit Union Executive Society, Credit Union Times, and Credit Union Journal as well as Branch Managers Letter, a national publication. Celeste is also writing a book on leadership and service.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Challenges in the financial services marketplace are inevitable—how you respond is what sets you apart. At CEO Institute I, The Wharton School, University of Pennsylvania, learn to manage change, and remain an agile, future-focused leader.
Delve into strategic planning to gain an advantage over your competitors and develop a successful path for your credit union. Discover how change can positively affect your organization while discussing:
Following CEO Institute I, apply what you learned to real-world conditions at your own credit union in a hands-on, post segment assignment.
Subscribe to receive more information on CEO Institute I.
When you attend:
CEO Institute I Attendees by Title
CUES pioneering and industry-leading CEO Institute program has graduated 1,189 industry executives, propelling their credit unions and their careers.
Over the past 25 years, 845 industry professionals have earned the prestigious Certified Chief Executive (CCE) designation.
Attendees can earn up to 39 Continuing Professional Education (CPE) credits for attending CEO Institute I.
Reach the CEOs of tomorrow when you sponsor at CUES’ CEO Institute—the industry benchmark for executive education excellence.
As a credit union leader you’re expected to exceed members’ needs, be strong community partners, and meet regulatory requirements—all while keeping your institution financially sound.
CUES’ prestigious CEO Institute is a career- and life-changing experience that combines the faculty and resources of the nation’s top business schools into an unparalleled educational program that will prepare you to excel at any challenges and opportunities you face.
CEO Institute’s robust curriculum meets your needs, including: interactive presentations, collaborative exercises, and powerful case study simulations laser-focused on significant executive leadership topics.
As a graduate of this transformational program, you’ll leave equipped with a comprehensive understanding of leadership issues and approaches that will immediately benefit your credit union. With enhanced strategic thinking skills, you’ll be able to:
CEO Institute consists of a series of one-week sessions* held over three years, supplemented with pre-reading, homework assignments, and project work that add considerable value to your interactive learning experience. Attendees can include:
Learn more about each segment of CEO Institute.
The Wharton School
University of Pennsylvania
Highlights: scenario planning, member-centricity simulation, strategic segmentation
Year I Project: Give back to your credit union by completing a scenario planning project specific to your organization.
Samuel Curtis Johnson Graduate School of Management
Cornell University
Highlights: change management, negotiation techniques, effective group performance and process
Year II Project: Apply the lesson you learned in organizational effectiveness to a business challenge or opportunity for your credit union.
Darden Executive Education
University of Virginia
Highlights: Leadership Practices Inventory (LPI), managing change, motivation techniques
When choosing an executive education program, it’s important to consider what you’ll get in return. When you attend CUES’ CEO Institute:
Plus, if you successfully complete all required elements of the program, you’ll be awarded the prestigious Certified Chief Executive (CCE) designation.
When you have successfully completed all three weeks of CEO Institute and two between-segment action-learning assignments, you’ll have achieved Certified Chief Executive (CCE) status.
The CCE designation establishes a standard of education and excellence for credit union leaders. It signifies you have made an ongoing commitment to your professional development and obtained a level of expertise recognized throughout the credit union movement.
Credit unions realize the value of the CCE designation, and they’re willing to pay for it. Recent statistics released by Industry Insights indicate credit union executives holding the CCE designation make more than their peers without it.
The study showed CFOs with the designation typically earn a 23 % premium; COOs, a 14.8 % premium; and CEOs, a 6.3 % premium.
Register now by contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664, ext. 331; or email teresab@cues.org.
CEO Institute offers a robust professional development experience for:
Tuition includes:
CUES offers a scholarship! The value of the scholarship will equal one-third of the cost of CUES member tuition for all three segments of CUES CEO Institute. The remaining tuition fees, travel and other expenses will be your responsibility.
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
Your spot will be secured when payment is received. Substitute attendees are welcome, subject to eligibility. CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Yes! This institute meets the following standards:
The Credit Union Executives Society (CUES) is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website linked above.
Yes! Earn your Certified Chief Executive (CCE) designation by successfully completing all three weeks of CEO Institute and two between-segment assignments. This title signifies you’ve made an ongoing commitment to your professional development, obtaining a level of expertise recognized throughout the credit union industry.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Challenges in the financial services marketplace are inevitable—how you respond is what sets you apart. At CEO Institute I, The Wharton School, University of Pennsylvania, learn to manage change, and remain an agile, future-focused leader.
Delve into strategic planning to gain an advantage over your competitors and develop a successful path for your credit union. Discover how change can positively affect your organization while discussing:
Following CEO Institute I, apply what you learned to real-world conditions at your own credit union in a hands-on, post segment assignment.
Subscribe to receive more information on CEO Institute I.
When you attend:
CEO Institute I Attendees by Title
CUES pioneering and industry-leading CEO Institute program has graduated 1,189 industry executives, propelling their credit unions and their careers.
Over the past 25 years, 845 industry professionals have earned the prestigious Certified Chief Executive (CCE) designation.
Attendees can earn up to 39 Continuing Professional Education (CPE) credits for attending CEO Institute I.
Reach the CEOs of tomorrow when you sponsor at CUES’ CEO Institute—the industry benchmark for executive education excellence.
As a credit union leader you’re expected to exceed members’ needs, be strong community partners, and meet regulatory requirements—all while keeping your institution financially sound.
CUES’ prestigious CEO Institute is a career- and life-changing experience that combines the faculty and resources of the nation’s top business schools into an unparalleled educational program that will prepare you to excel at any challenges and opportunities you face.
CEO Institute’s robust curriculum meets your needs, including: interactive presentations, collaborative exercises, and powerful case study simulations laser-focused on significant executive leadership topics.
As a graduate of this transformational program, you’ll leave equipped with a comprehensive understanding of leadership issues and approaches that will immediately benefit your credit union. With enhanced strategic thinking skills, you’ll be able to:
CEO Institute consists of a series of one-week sessions* held over three years, supplemented with pre-reading, homework assignments, and project work that add considerable value to your interactive learning experience. Attendees can include:
Learn more about each segment of CEO Institute.
The Wharton School
University of Pennsylvania
Highlights: scenario planning, member-centricity simulation, strategic segmentation
Year I Project: Give back to your credit union by completing a scenario planning project specific to your organization.
Samuel Curtis Johnson Graduate School of Management
Cornell University
Highlights: change management, negotiation techniques, effective group performance and process
Year II Project: Apply the lesson you learned in organizational effectiveness to a business challenge or opportunity for your credit union.
Darden Executive Education
University of Virginia
Highlights: Leadership Practices Inventory (LPI), managing change, motivation techniques
When choosing an executive education program, it’s important to consider what you’ll get in return. When you attend CUES’ CEO Institute:
Plus, if you successfully complete all required elements of the program, you’ll be awarded the prestigious Certified Chief Executive (CCE) designation.
When you have successfully completed all three weeks of CEO Institute and two between-segment action-learning assignments, you’ll have achieved Certified Chief Executive (CCE) status.
The CCE designation establishes a standard of education and excellence for credit union leaders. It signifies you have made an ongoing commitment to your professional development and obtained a level of expertise recognized throughout the credit union movement.
Credit unions realize the value of the CCE designation, and they’re willing to pay for it. Recent statistics released by Industry Insights indicate credit union executives holding the CCE designation make more than their peers without it.
The study showed CFOs with the designation typically earn a 23 % premium; COOs, a 14.8 % premium; and CEOs, a 6.3 % premium.
Register now by contacting Teresa Brogan, Executive Education Specialist, at 800.252.2664 or 608.271.2664, ext. 331; or email teresab@cues.org.
CEO Institute offers a robust professional development experience for:
Tuition includes:
CUES offers a scholarship! The value of the scholarship will equal one-third of the cost of CUES member tuition for all three segments of CUES CEO Institute. The remaining tuition fees, travel and other expenses will be your responsibility.
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
Your spot will be secured when payment is received. Substitute attendees are welcome, subject to eligibility. CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Yes! This institute meets the following standards:
The Credit Union Executives Society (CUES) is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website linked above.
Yes! Earn your Certified Chief Executive (CCE) designation by successfully completing all three weeks of CEO Institute and two between-segment assignments. This title signifies you’ve made an ongoing commitment to your professional development, obtaining a level of expertise recognized throughout the credit union industry.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Tuesday, December 1, 2020
Presenter: Andy Roquet, Executive Benefits Specialists, CUNA Mutual Group
This session will overview the importance of charitable giving with context to the important role businesses and organizations have the opportunity to take on in supporting communities, the history of credit union community involvement, and ways credit unions can impact communities through strategic community giving. This aligns with "Giving Tuesday", a national event held annually on the first Tuesday following Thanksgiving.
Giving Tuesday, often stylized as #GivingTuesday for the purposes of hashtag activism, refers to the Tuesday after Thanksgiving in the United States. It is a movement to create an international day of charitable giving at the beginning of the Christmas and holiday season.
For virtual education support, review these helpful steps and frequently asked questions.
Credit unions can strengthen communities, attract and retain members, staff and leaders, and strengthen their bottom line-all at the same time, through strategic charitable donation programs.
Credit Union C-Suite and upcoming leaders.
Andy Roquet
Executive Benefits Specialists
CUNA Mutual Group
Andy Roquet is an Executive Benefits Specialists at CUNA Mutual Group for the past 10 years. Prior, he held a number of leadership positions at CUNA Mutual over his 32-year career. He has spoken at credit union conferences and webinars as well as published articles on executive benefits, total benefits prefunding, and charitable donation accounts. Andy is FINRA securities registered and insurance licensed.
This playback is only available to logged in Unlimited and Unlimited+ Members.
Emerging leaders—accelerate your career and get to the next level!
Position yourself for future success by gaining deep insights into the C-suite to better understand what their challenges are and how they think. You’ll learn how to connect your day-to-day role with the purpose of your credit union, so you’ll be ready when the opportunity for advancement comes.
Under the guidance of 11 Cornell University faculty members, you will deepen your knowledge of what it takes to be a successful executive. Over the course of 9 MONTHS, 8 COURSES, and 8 LIVE-TAUGHT ONLINE SESSIONS, you will cover a curriculum grounded in research with fresh perspectives and insights from outside the industry. You can immediately apply these lessons to enhance your day-to-day work and contributions to the credit union.
In this course you will explore:
Learn more about each course and session by visiting our “Curriculum” tab. Questions? Email events@cues.org.
This emerging leader education program was designed to fit easily into your schedule. Highlights include:
July 8, 2024
2:00 p.m. ET
Date & Time TBD
This session will begin with an introduction to Cornell University and this certificate program, followed by Leading with a CEO Mindset with General George W. Casey, JCB.
July 17–30, 2024
Led by General George W. Casey, JCB
Session description coming soon.
August 14–27, 2024
Every organization’s finance function keeps detailed records of the daily transactions involved in running the organization. Periodically, they create reports that allow management, stakeholders and regulating authorities to have insight into the financial health of the organization. As a manager, you need to understand both the metrics that are reported in income statement, balance sheets, and cash flow statements, and how they relate to each other. You also need to understand how comparing numbers across your company, the industry, and from year to year, can help you assess the overall financial performance of the firm.
The in-depth review of sample case studies in this course will provide you with the tools you need to examine your own organization’s reports. As you make budgeting and investment decisions, your knowledge of how vital financial markers indicate relative health in the organization will help drive initiatives to meet your company’s financial goals.
Key Takeaways
Led by Steve Carvell, SHA
Date & Time TBD
During this live session, the participants will connect with the faculty to go deeper into the key metrics and mindsets that a CFO links toward in the organization. For this session, the faculty will discuss some of the financial linkages that senior leaders need to be aware of to build understanding of the financial levers and strategies within their organization. We will also include credit union specific examples of the type of financial metrics that could be utilized to build dashboards and financial awareness of the organization’s performance.
Led by Drew Pascarella, JCB
September 18–October 1, 2024
Processes are the building blocks that define everyday operations in all organizations. Organizations run on processes, so the work of analyzing a department, a team, or even the entire organization starts with an analysis of the underlying processes.
In this course, you will analyze processes where the input and processing rates are fixed and have no variability. You will investigate the basic tools of process analysis, starting with the process flow diagram and ending with the performance measures of the process. You will create a flow diagram of a system or process in your own organization. Finally, you will identify and quantify the effects of the bottlenecks in that system or process and propose strategies to manage them.
Key Takeaways
Led by Natalia Santamaría, Visiting Senior Lecturer, Cornell College of Human Ecology
Date & Time TBD
For this live session, professor Vishal Gaur will give an overview of how operations connects to the strategic alignment of the organization. He will share tools and techniques to grow the COO mindset of a leader in thinking about the operational and supply chain side of the organization’s strategy. He will then conduct a breakout session to give credit union leaders the opportunity to share some of the key operational ideas and metrics that can impact the strategic goals of a credit union regarding day-to-day operations and expansion.
Led by Visal Gaur
October 16–29, 2024
In this course, you will evaluate your brand and define actions you can take to enhance your brand's performance. You will start by exploring the elements that make some brands great, why some brands garner premium consideration, and, as appropriate, how to improve a brand. You will work to create a great brand purpose and learn how to monitor the market to support the longevity of your brand by analyzing the impact of trends on your brand. You will also assess and strengthen your brand's mission, vision, and values. By the end of this course, you will have a strong vision, mission, a list of values for your brand and strategies to propel your brand forward.
Key Takeaways
Led by Chekitan Dev, SHA
Date & Time TBD
This session provides a clear overview of the digital marketing world. Discover how players such as ad networks, demand-side platforms and data management platforms interact with advertisers, agencies and publishers. Then learn how to use time-proven frameworks to assess your customers' needs and identify your primary marketing objectives. Once you've put that all together, you'll learn how to evaluate the performance of digital marketing campaigns.
Led by Chekitan Dev, SHA
November 13–26, 2024
As new digital technologies become embedded in business operations, there are more questions than answers for many leaders. How can you harness the power of digital technologies to help your credit union thrive without falling into pitfalls along the way?
In this course, you will gain a foundation in a number of technological advances. You will start by discussing ways that technologies can improve your personal and professional life, including ways to produce work more smoothly, quickly, and effectively. You will also explore ways that technologies fail to deliver on promised results and access methods to prepare your team to benefit from digital technologies. By the end of this course, you will understand ways to harness the opportunities and avoid the pitfalls of digital technologies.
Key Takeaways
Led by Karan Girota, Cornell Tech
Date & Time TBD
The CIO at the credit union no longer is solely responsible for maintaining technology and making the organization’s systems faster. Today the CIO plays a critical role in shifting the credit union toward a more flexible, modular system that allows it to roll out and change services at a previously unthinkable pace. They help create flexible, member-centric features off of nimble, cloud-based platforms that can be enhanced quickly and continuously. The CIO enables even modest-sized organizations keep up with the rapid pace of change in Fintechs.
In this session, you will learn best practices for gathering and using member data to shape services, improve member experience, and enhance engagement.
Led by Karan Girota, Cornell Tech
January 8–21, 2025
Contracts are often written by legal professionals, but the best business deals are ones worked out collaboratively by people who know their business operations intimately.
This course will help you gain a seat at the negotiating table, familiarizing you with legal terms and concepts involved in the business deals. You’ll learn how to collaborate with legal counsel and help negotiating parties address information gaps to reach agreement.
With content provided by two Cornell Law School professors and two practicing corporate attorneys this course is rich with practical video content and a course project that’s designed to help you apply what you’ve learned to your work situation.
Led by Charles Whitehead, Cornell Law School and Robert Hillman, Cornell Law School
Date & Time TBD
In this session you will examine the critical relationship between the CRO and legal counsel and how best to establish an effective relationship with both inhouse and external counsel and how to work with legal professionals to navigate legal obstacles and accomplish business goals
Led by Mark Underberg
February 12–25, 2025
Leaders are responsible for encouraging the highest possible performance from their employees. Most leaders recognize that motivation is a key driver of high performance. Few leaders are skilled at choosing the right combination of approaches and tools to motivate all of their people. Not all individuals are motivated by the same things, and some might be demotivated by the same conditions or incentives that motivate others. This session prepares you to analyze performance problems and assess whether they actually can be attributed to a lack of motivation or to one of several other root causes.
You will learn how to increase the factors that do motivate people and improve workplace performance. You will also use the three primary drivers of human motivation to foster better performance on the job.
Key Takeaways
Led by Elizabeth McLean
Date & Time TBD
During this session, the focus will be on the human capital development area of the organization’s strategy. One of the key elements of successful leaders is their ability to recruit, retain and develop their talent. The session will focus on the tools and techniques that leaders need to deploy to develop their talent and to position the organization’s teams to be high performing. The faculty will share techniques to increase engagement and innovation within the organization linked to team leadership.
Led by Risa M. Mish, Johnson School of Management
March 19–April 1, 2025
In our VUCA world, it is easy to feel weighed down by daily issues. You can become so consumed by the difficulties of the present moment that you neglect to look ahead and analyze your larger mission. Yet as a leader, you have to be able to step back from the challenges that each day brings and assess the big picture. You have to help your people envision what the future looks like. Even the most skilled leaders agree that this is not easy. However, there are concrete measures you can take to prepare for future success.
In this course, you will learn how to develop a plan to evaluate your organization's ability to accomplish its vision and strategy. You will apply Lewin's three-stage model of change to enable your organization's continuous adaptation and devise a plan that demonstrates how you will sustain progress. Finally, you will apply the read, exercise, sleep, and think (REST) model to take care of yourself and remain effective as a leader.
Key Takeaways
Led by General George W. Casey, Johnson School of Management
Date & Time TBD
For this final session and wrap, the faculty will introduce tools and techniques on how to pull all the skills and techniques the participants have learned during the program to drive change. The faculty will discuss how to experiment individually and organizationally to drive change and how to potentially overcome some of the initial barriers to change that may present themselves when you are trying new things. We will wrap up this session with a virtual graduation ceremony from the program.
Led by Allan Filipowicz
eCornell is Cornell University’s online learning platform, which provides online professional and executive development to students around the world. eCornell courses are all developed by Cornell University faculty, and often include practical insights from other industry experts. All eCornell course content comes from top-rated programs with proven curricula.
eCornell courses are online and expert led with structured flexibility. Courses are facilitated by subject-matter experts, who will guide you, challenge you, and help you apply the course concepts to your real-world, on-the-job circumstances. Each course has a defined start and end date, but is designed to accommodate the schedules of busy professionals and allow students to complete their work at the times that work best for them, daytime, evening, or weekends.
A critical part of successful self-directed learning is to have a finish line, so eCornell courses have defined start dates and end dates. Most eCornell courses take about six to eight hours to complete, over a two-week period.
As an eCornell student, you are never alone in your course. You are part of a cohort of other credit union staff members from across North America. Required discussions play an important part in your course, giving you and your classmates the opportunity to share and exchange your own experiences, best practices, perspectives, and examples. All this shared learning is facilitated by an instructor who brings both subject-matter expertise and real-world experience. Your interaction with peers from different organizations, and backgrounds fosters collaboration, networking, and a lot of practical, shared learning.
The ability for you to interact with expert instructors, to ask questions and receive answers, and to learn with—and from—other participants keeps the learning interesting, practical, and above all, relevant to your work.
And there’s one more key component: practice opportunities.
Most eCornell courses include a project, which challenges you to apply the course concepts to your own organization. Others include interactive scenarios, simulations, and other engaging practice activities. All courses include tools, techniques, or job aids that you can put to immediate use in your work.
Every certificate program and course is developed with very tangible outcomes in mind. To eCornell, it’s not enough if a course helps you to know something, or even to understand it. Programs are designed to go much further, to equip you to do something—better or for the first time—at your job.
We ask, “after completing this course, what will participants be able to analyze, identify, assess, implement, calculate, or influence that they couldn’t before?” eCornell courses draw on a variety of components to provide this practical learning:
The eCornell approach positions you as an active participant in the learning process, allowing you to build the necessary problem-solving skills at your own pace and in your own style to confront the real challenges you face on the job and in life.
Yes. Students who attend all sessions and complete required course work:
You’ll earn 6.4 CEUs upon completion of the program.
This unique nine-month program has been developed specifically for the credit union industry by instructional designers from Cornell University and CUES. This combination results in a more effective learning experience and enhanced outcomes.
CUES Advanced Management Program runs from July 13, 2021 - April 30, 2022 and is delivered over the course of two semesters. During that time, you’ll take eight eCornell courses at your own pace within a two-week time frame. They are interspersed with seven 90-minute Cornell faculty-led live online sessions.
CUES has partnered with Cornell University to meet the development needs of high potential/high performing credit union staff—particularly the key managers, directors, AVPs and VPs at your organization.
Live sessions will be recorded and available for playback if you miss a session.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Emerging leaders—accelerate your career and get to the next level!
Position yourself for future success by gaining deep insights into the C-suite to better understand what their challenges are and how they think. You’ll learn how to connect your day-to-day role with the purpose of your credit union, so you’ll be ready when the opportunity for advancement comes.
Under the guidance of 11 Cornell University faculty members, you will deepen your knowledge of what it takes to be a successful executive. Over the course of 9 MONTHS, 8 COURSES, and 8 LIVE-TAUGHT ONLINE SESSIONS, you will cover a curriculum grounded in research with fresh perspectives and insights from outside the industry. You can immediately apply these lessons to enhance your day-to-day work and contributions to the credit union.
In this course you will explore:
Learn more about each course and session by visiting our “Curriculum” tab. Questions? Email events@cues.org.
This emerging leader education program was designed to fit easily into your schedule. Highlights include:
July 8, 2024
2:00 p.m. ET
Date & Time TBD
This session will begin with an introduction to Cornell University and this certificate program, followed by Leading with a CEO Mindset with General George W. Casey, JCB.
July 17–30, 2024
Led by General George W. Casey, JCB
Session description coming soon.
August 14–27, 2024
Every organization’s finance function keeps detailed records of the daily transactions involved in running the organization. Periodically, they create reports that allow management, stakeholders and regulating authorities to have insight into the financial health of the organization. As a manager, you need to understand both the metrics that are reported in income statement, balance sheets, and cash flow statements, and how they relate to each other. You also need to understand how comparing numbers across your company, the industry, and from year to year, can help you assess the overall financial performance of the firm.
The in-depth review of sample case studies in this course will provide you with the tools you need to examine your own organization’s reports. As you make budgeting and investment decisions, your knowledge of how vital financial markers indicate relative health in the organization will help drive initiatives to meet your company’s financial goals.
Key Takeaways
Led by Steve Carvell, SHA
Date & Time TBD
During this live session, the participants will connect with the faculty to go deeper into the key metrics and mindsets that a CFO links toward in the organization. For this session, the faculty will discuss some of the financial linkages that senior leaders need to be aware of to build understanding of the financial levers and strategies within their organization. We will also include credit union specific examples of the type of financial metrics that could be utilized to build dashboards and financial awareness of the organization’s performance.
Led by Drew Pascarella, JCB
September 18–October 1, 2024
Processes are the building blocks that define everyday operations in all organizations. Organizations run on processes, so the work of analyzing a department, a team, or even the entire organization starts with an analysis of the underlying processes.
In this course, you will analyze processes where the input and processing rates are fixed and have no variability. You will investigate the basic tools of process analysis, starting with the process flow diagram and ending with the performance measures of the process. You will create a flow diagram of a system or process in your own organization. Finally, you will identify and quantify the effects of the bottlenecks in that system or process and propose strategies to manage them.
Key Takeaways
Led by Natalia Santamaría, Visiting Senior Lecturer, Cornell College of Human Ecology
Date & Time TBD
For this live session, professor Vishal Gaur will give an overview of how operations connects to the strategic alignment of the organization. He will share tools and techniques to grow the COO mindset of a leader in thinking about the operational and supply chain side of the organization’s strategy. He will then conduct a breakout session to give credit union leaders the opportunity to share some of the key operational ideas and metrics that can impact the strategic goals of a credit union regarding day-to-day operations and expansion.
Led by Visal Gaur
October 16–29, 2024
In this course, you will evaluate your brand and define actions you can take to enhance your brand's performance. You will start by exploring the elements that make some brands great, why some brands garner premium consideration, and, as appropriate, how to improve a brand. You will work to create a great brand purpose and learn how to monitor the market to support the longevity of your brand by analyzing the impact of trends on your brand. You will also assess and strengthen your brand's mission, vision, and values. By the end of this course, you will have a strong vision, mission, a list of values for your brand and strategies to propel your brand forward.
Key Takeaways
Led by Chekitan Dev, SHA
Date & Time TBD
This session provides a clear overview of the digital marketing world. Discover how players such as ad networks, demand-side platforms and data management platforms interact with advertisers, agencies and publishers. Then learn how to use time-proven frameworks to assess your customers' needs and identify your primary marketing objectives. Once you've put that all together, you'll learn how to evaluate the performance of digital marketing campaigns.
Led by Chekitan Dev, SHA
November 13–26, 2024
As new digital technologies become embedded in business operations, there are more questions than answers for many leaders. How can you harness the power of digital technologies to help your credit union thrive without falling into pitfalls along the way?
In this course, you will gain a foundation in a number of technological advances. You will start by discussing ways that technologies can improve your personal and professional life, including ways to produce work more smoothly, quickly, and effectively. You will also explore ways that technologies fail to deliver on promised results and access methods to prepare your team to benefit from digital technologies. By the end of this course, you will understand ways to harness the opportunities and avoid the pitfalls of digital technologies.
Key Takeaways
Led by Karan Girota, Cornell Tech
Date & Time TBD
The CIO at the credit union no longer is solely responsible for maintaining technology and making the organization’s systems faster. Today the CIO plays a critical role in shifting the credit union toward a more flexible, modular system that allows it to roll out and change services at a previously unthinkable pace. They help create flexible, member-centric features off of nimble, cloud-based platforms that can be enhanced quickly and continuously. The CIO enables even modest-sized organizations keep up with the rapid pace of change in Fintechs.
In this session, you will learn best practices for gathering and using member data to shape services, improve member experience, and enhance engagement.
Led by Karan Girota, Cornell Tech
January 8–21, 2025
Contracts are often written by legal professionals, but the best business deals are ones worked out collaboratively by people who know their business operations intimately.
This course will help you gain a seat at the negotiating table, familiarizing you with legal terms and concepts involved in the business deals. You’ll learn how to collaborate with legal counsel and help negotiating parties address information gaps to reach agreement.
With content provided by two Cornell Law School professors and two practicing corporate attorneys this course is rich with practical video content and a course project that’s designed to help you apply what you’ve learned to your work situation.
Led by Charles Whitehead, Cornell Law School and Robert Hillman, Cornell Law School
Date & Time TBD
In this session you will examine the critical relationship between the CRO and legal counsel and how best to establish an effective relationship with both inhouse and external counsel and how to work with legal professionals to navigate legal obstacles and accomplish business goals
Led by Mark Underberg
February 12–25, 2025
Leaders are responsible for encouraging the highest possible performance from their employees. Most leaders recognize that motivation is a key driver of high performance. Few leaders are skilled at choosing the right combination of approaches and tools to motivate all of their people. Not all individuals are motivated by the same things, and some might be demotivated by the same conditions or incentives that motivate others. This session prepares you to analyze performance problems and assess whether they actually can be attributed to a lack of motivation or to one of several other root causes.
You will learn how to increase the factors that do motivate people and improve workplace performance. You will also use the three primary drivers of human motivation to foster better performance on the job.
Key Takeaways
Led by Elizabeth McLean
Date & Time TBD
During this session, the focus will be on the human capital development area of the organization’s strategy. One of the key elements of successful leaders is their ability to recruit, retain and develop their talent. The session will focus on the tools and techniques that leaders need to deploy to develop their talent and to position the organization’s teams to be high performing. The faculty will share techniques to increase engagement and innovation within the organization linked to team leadership.
Led by Risa M. Mish, Johnson School of Management
March 19–April 1, 2025
In our VUCA world, it is easy to feel weighed down by daily issues. You can become so consumed by the difficulties of the present moment that you neglect to look ahead and analyze your larger mission. Yet as a leader, you have to be able to step back from the challenges that each day brings and assess the big picture. You have to help your people envision what the future looks like. Even the most skilled leaders agree that this is not easy. However, there are concrete measures you can take to prepare for future success.
In this course, you will learn how to develop a plan to evaluate your organization's ability to accomplish its vision and strategy. You will apply Lewin's three-stage model of change to enable your organization's continuous adaptation and devise a plan that demonstrates how you will sustain progress. Finally, you will apply the read, exercise, sleep, and think (REST) model to take care of yourself and remain effective as a leader.
Key Takeaways
Led by General George W. Casey, Johnson School of Management
Date & Time TBD
For this final session and wrap, the faculty will introduce tools and techniques on how to pull all the skills and techniques the participants have learned during the program to drive change. The faculty will discuss how to experiment individually and organizationally to drive change and how to potentially overcome some of the initial barriers to change that may present themselves when you are trying new things. We will wrap up this session with a virtual graduation ceremony from the program.
Led by Allan Filipowicz
eCornell is Cornell University’s online learning platform, which provides online professional and executive development to students around the world. eCornell courses are all developed by Cornell University faculty, and often include practical insights from other industry experts. All eCornell course content comes from top-rated programs with proven curricula.
eCornell courses are online and expert led with structured flexibility. Courses are facilitated by subject-matter experts, who will guide you, challenge you, and help you apply the course concepts to your real-world, on-the-job circumstances. Each course has a defined start and end date, but is designed to accommodate the schedules of busy professionals and allow students to complete their work at the times that work best for them, daytime, evening, or weekends.
A critical part of successful self-directed learning is to have a finish line, so eCornell courses have defined start dates and end dates. Most eCornell courses take about six to eight hours to complete, over a two-week period.
As an eCornell student, you are never alone in your course. You are part of a cohort of other credit union staff members from across North America. Required discussions play an important part in your course, giving you and your classmates the opportunity to share and exchange your own experiences, best practices, perspectives, and examples. All this shared learning is facilitated by an instructor who brings both subject-matter expertise and real-world experience. Your interaction with peers from different organizations, and backgrounds fosters collaboration, networking, and a lot of practical, shared learning.
The ability for you to interact with expert instructors, to ask questions and receive answers, and to learn with—and from—other participants keeps the learning interesting, practical, and above all, relevant to your work.
And there’s one more key component: practice opportunities.
Most eCornell courses include a project, which challenges you to apply the course concepts to your own organization. Others include interactive scenarios, simulations, and other engaging practice activities. All courses include tools, techniques, or job aids that you can put to immediate use in your work.
Every certificate program and course is developed with very tangible outcomes in mind. To eCornell, it’s not enough if a course helps you to know something, or even to understand it. Programs are designed to go much further, to equip you to do something—better or for the first time—at your job.
We ask, “after completing this course, what will participants be able to analyze, identify, assess, implement, calculate, or influence that they couldn’t before?” eCornell courses draw on a variety of components to provide this practical learning:
The eCornell approach positions you as an active participant in the learning process, allowing you to build the necessary problem-solving skills at your own pace and in your own style to confront the real challenges you face on the job and in life.
Yes. Students who attend all sessions and complete required course work:
You’ll earn 6.4 CEUs upon completion of the program.
This unique nine-month program has been developed specifically for the credit union industry by instructional designers from Cornell University and CUES. This combination results in a more effective learning experience and enhanced outcomes.
CUES Advanced Management Program runs from July 13, 2021 - April 30, 2022 and is delivered over the course of two semesters. During that time, you’ll take eight eCornell courses at your own pace within a two-week time frame. They are interspersed with seven 90-minute Cornell faculty-led live online sessions.
CUES has partnered with Cornell University to meet the development needs of high potential/high performing credit union staff—particularly the key managers, directors, AVPs and VPs at your organization.
Live sessions will be recorded and available for playback if you miss a session.
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.