Sunday, March 13
Welcome Reception and Registration
5:00 - 6:00 p.m.
Monday, March 14
Breakfast
7:00 - 7:30 a.m.
Introduction and CUES updates
7:30–8:00 a.m.
General Session
8:00–9:30 a.m.
Bruce Weinstein, The Ethics Guy®, President and CEO, The Ethics Guy, LLC; Author, Trainer, Forbes contributor
Leading Your Credit Union with Ethical Intelligence: 5 Principles for Sustained Success
The most successful boards of directors are led by people with a strong commitment to ethical intelligence. In this highly interactive, fun, and timely presentation, Forbes Contributor Dr. Bruce Weinstein, The Ethics Guy®, will show how five simple principles--the principles of ethical intelligence--are the keys to leading your credit union to the best of your ability. The session concludes with a call to action so you can put Bruce's takeaways into practice immediately. Who knew that ethics could be this entertaining--and practical?
Free time
9:30 a.m.–3:00 p.m.
Warm-up Break
3:00–3:30 p.m.
Morning session continued
3:30–6:00 p.m.
Tuesday, March 15
Breakfast
7:00 - 7:30 a.m.
General Session
7:30–9:30 a.m.
Garrick Throckmorton, Chief Product and Services Officer, TalentTelligent LLC
The Board of Directors Role in Talent Alignment: A research-based approach
One of the most critical issues for today’s board of directors is reinforcing talent alignment to ensure the connection between strategy and talent. While the board of directors' sole employee is the CEO and it is management’s responsibility to oversee and train the workforce, most directors understand their strategy is only as good as their ability to execute it. Board directors also understand that strong execution requires talent at all levels of the organization.
By asking the right questions, boards help improve leadership, succession planning, and the need to advance talent practices to ensure a thriving future for credit unions. As the strategy shifts over time, the knowledge, skills and attributes needed by all employees must be assessed to ensure relevancy.
In this interactive session, participants will:
- Explore industry insights related to the climate of talent management
- Experience personalized activities, using research-based processes, to consider the knowledge, skills and attributes needed by leaders at their credit union
- Receive an executive overview of CUES+TalentTelligent research conducted to determine the critical credit union leader behaviors needed to drive effectiveness and relevance for the industry in the next 3-5 years
- Explore the framing of the 70/20/10 learning methodology to guide board discussions around talent alignment
- Connect the session's learnings so you’ll leave equipped to ask the right questions to improve leadership and succession planning when you return home
Free time
9:30 a.m.–3:00 p.m.
Warm-up Break
3:00–3:30 p.m.
Morning session continued
3:30–6:00 p.m.
Wednesday, March 16
Breakfast
7:00 - 7:30 a.m.
General Session
7:30–10:00 a.m.
Harvey Floyd II, Organizational Psychologist, Senior Executive Coach and University Lecturer
Diversity & Inclusion: A Strategic Imperative
Inclusive leaders today will be wise to understand the historical underpinnings of systemic inequality and inequity, while developing the cultural dexterity required to lead change and galvanize the trust of colleagues, shareholders, and stakeholders alike. This enhanced understanding and learning positions leaders to lead dialogue across differences, model openness and attentiveness, and garner support that will be required to demonstrate an organization-wide approach to inclusion and equity.
In this session we will:
- Explore the research on benefits of inclusion - organizationally and personally;
- Explore the behaviors and barriers to inclusive leadership;
- Identify actions that Credit Union leaders can take to advance inclusion and equity in their organizations.
Leaders must demonstrate seriousness about inclusion and equity becoming a core component of their organizations, and commit to being role models, allies, and drivers of change.
Session ends for the day/free time
10:00 a.m.
Thursday, March 17
Breakfast
7:00 - 7:30 a.m.
General Session
7:30–9:30 a.m.
Roch Parayre, Founder and CEO, Strategique
Strategy in a World of Uncertainty
We live in a world of uncertainty, yet most organizations plan as if the world were predictable, developing point forecasts, budgets, and initiatives that will succeed as long as the external environment cooperates. This session will introduce an outside-in view of planning that embraces external uncertainties as a source of superior opportunities and profit, and present a scenario-based approach for crafting an adaptive strategy under conditions of uncertainty.
Free time
9:30 a.m.–3:00 p.m.
Warm-up Break
3:00–3:30 p.m.
Afternoon Session
3:30–6:00 p.m.
Roch Parayre, Founder and CEO, Strategique
Leading in a World of Uncertainty
In an era of unprecedented uncertainty, a leader’s ability to think strategically and act with agility have emerged as critical skills in navigating change and adapting to the “new normal”. To do so, it is important to understand the factors that drive – or drag -- your organization’s performance, and to develop and lead with a greater strategic agility. In this session we’ll aim to heighten your awareness of your Credit Union’s “strategic IQ”, and suggest avenues for better decision making, more agile strategies and plans, and an improved ability to navigate uncertainty.
Friday, March 18
Breakfast
7:00–7:30 a.m
General Session
7:30–9:30 a.m.
Jim Austin, Lecturer, Wharton Business School/ Duke Corporate Education; President, JH Austin Associates, Inc.
Transformational Change
Strategies are only as good as their execution. The ability to drive change, not just talk about it, differentiates true leaders. Unfortunately, too many leaders manage strategy formulation and strategy execution as two separate efforts, rather than an integrated, iterative moves. This session will help participants understand the ideal relationship between strategy development and its execution, and a model to optimize execution.
Execu/Summit concludes
9:30 a.m.
